每日简报

2026-05-29

harry0703/MoneyPrinterTurbo

Python · ★ 68,116 · 🍴 9,848 · 📈 4,698 stars today

利用AI大模型,一键生成高清短视频 Generate short videos with one click using AI LLM.

中文介绍 利用人工智能大模型自动生成高清短视频,覆盖文案、素材组织和成片输出,降低短视频制作门槛。适合自媒体、营销人员和内容团队快速批量生产视频内容。

affaan-m/ECC

JavaScript · ★ 197,950 · 🍴 30,425 · 📈 1,385 stars today

The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.

中文介绍 面向智能编程助手的性能优化体系,围绕技能、记忆、安全和研究优先流程提升代理工作质量。适合使用代码助手的开发者构建更稳定的工程协作规范。

Leonxlnx/taste-skill

Shell · ★ 27,327 · 🍴 2,034 · 📈 2,234 stars today

Taste-Skill - gives your AI good taste. stops the AI from generating boring, generic slop

中文介绍 为人工智能生成内容提供审美和质量约束,减少空泛、模板化、无辨识度的输出。适合写作、产品文案和设计评审场景中提升生成结果的可读性与风格感。

hardikpandya/stop-slop

★ 6,665 · 🍴 477 · 📈 761 stars today

A skill file for removing AI tells from prose

中文介绍 用于清理人工智能写作痕迹的技能文件,帮助删除常见套话、机械转折和过度解释,让文本更自然。适合编辑、作者和内容团队润色机器生成的初稿。

twentyhq/twenty

TypeScript · ★ 48,096 · 🍴 6,820 · 📈 493 stars today

The open alternative to Salesforce, designed for AI.

中文介绍 开源客户关系管理系统,定位为可替代传统商业客户管理平台,并面向人工智能工作流设计。适合销售、运营和创业团队管理客户、线索与业务流程。

DigitalPlatDev/FreeDomain

HTML · ★ 171,225 · 🍴 3,318 · 📈 1,761 stars today

DigitalPlat FreeDomain: Free Domain For Everyone

中文介绍 提供免费域名相关资源或服务入口,目标是让更多用户低成本获得网络身份。适合个人开发者、学生和小项目在部署网站、演示产品时申请或管理域名。

byoungd/English-level-up-tips

★ 49,184 · 🍴 5,162 · 📈 2,019 stars today

An advanced guide to learn English which might benefit you a lot 🎉 . 离谱的英语学习指南/英语学习教程/英语学习/学英语

中文介绍 高级英语学习指南,整理学习方法、教程和提升建议,帮助学习者突破日常背词和刷题的低效路径。适合有基础的英语学习者制定长期训练计划。

microsoft/markitdown

Python · ★ 128,406 · 🍴 8,806 · 📈 1,410 stars today

Python tool for converting files and office documents to Markdown.

中文介绍 用于将文件和办公文档转换为标记文本的工具,便于内容抽取、知识库整理和自动化处理。适合开发者、研究人员和文档团队批量整理资料。

How to Build a Software Factory with Claude Code That Ships Features While You Sleep

@sairahul1 · 106.0K 粉丝 · 2.8M 阅 · 1.5K 赞 · 203 转

I thought I was using AI to code. I was actually just typing faster. Here is the difference — and the 7-agent system that changed everything. Save this. It will save you months. THE PROBLEM NOBODY

中文介绍 从个人加速写代码,转向七个智能体分工的软件工厂流程,让需求拆解、实现、测试与交付可在无人值守时推进,核心是把提示词升级为可协作系统。

How to Build Your First Team of AI Agents Using Claude (Full Course)

@eng_khairallah1 · 58.6K 粉丝 · 1.8M 阅 · 844 赞 · 117 转

Everyone is talking about AI agents. Save this :) Build an agent. Deploy an agent. Agent this. Agent that. But when you actually sit down to build one, you hit a wall. The tutorials assume you already

中文介绍 面向第一次搭建智能体团队的完整课程,解决教程默认读者已懂架构的问题,覆盖从创建、部署到多智能体协作的基础流程,偏入门实操。

AI Agents: The Complete Course

@sairahul1 · 106.0K 粉丝 · 203.2K 阅 · 500 赞 · 82 转

Everyone is talking about AI agents in 2026. Most people have no idea how they actually work. This changes today. I spent weeks distilling everything: courses, books, real builds, production failures.

中文介绍 把智能体课程、书籍、真实构建和生产事故浓缩成一套完整教程,重点解释二〇二六年智能体如何工作,价值在于从概念热词落到工程经验。

Thoughts on LLMs, May 2026

@nateberkopec · 29.8K 粉丝 · 166.7K 阅 · 500 赞 · 51 转

In May 2026, we are now five months post-Opus-4.5 and the great “Christmas Break Revolution” that saw us all hunkered down in front of our laptops over the new year. I’m now about nine to twelve

中文介绍 回顾二〇二六年五月大模型使用现状,结合新模型发布后五个月的个人观察,讨论开发者在真实工作中对模型能力、节奏和预期的再评估。

How to Build a Claude Research Agent That Reads the Internet Every Morning and Briefs You in 5 Mins

@cyrilXBT · 181.5K 粉丝 · 127.8K 阅 · 533 赞 · 80 转

Most people start their day the same way. They open Twitter and spend 20 minutes scrolling through noise looking for the three things that actually matter. They open their email and get pulled into

中文介绍 用研究智能体替代早晨刷社交媒体和邮件的低效信息筛选,每天自动读互联网并生成五分钟简报,核心价值是从噪声中提取真正重要的三件事。

How I Use Cursor

@poteto · 26.6K 粉丝 · 86.5K 阅 · 540 赞 · 48 转

I need to get something off my chest. Before my interview @cursor_ai, I had never actually used Cursor. At Meta, Claude Code was explosively taking off. I even paid for a personal $200 a month plan

中文介绍 作者坦白面试前并未真正使用光标工具,曾在元宇宙公司时期重度使用克劳德代码并购买每月二百美元方案,文章应是个人开发工具迁移经验。

DeepSeek's 10 trillion USD grand strategy

@bookwormengr · 12.4K 粉丝 · 59.9K 阅 · 512 赞 · 66 转

Have you ever wondered, how DeepSeek may make money, and lot of it? They didn't come up with competitive coding plans like GLM, MoonShot and MiniMax. They don't have multimodal, audio, video models.

中文介绍 分析深度求索如何赚钱的长期战略,指出它不像智谱、月之暗面和迷你最大那样主打编码方案,也缺少多模态音视频产品,因此商业路径更值得拆解。

Step-By-Step LLM Engineering Projects (2026 Edition)

@TheAhmadOsman · 59.9K 粉丝 · 54.5K 阅 · 512 赞 · 65 转

At some point, reading about LLMs stops being enough. You need to build the stack yourself: Tokenizer first, then embeddings, position, attention, Transformer blocks, objectives, decoding, cache, long

中文介绍 给出二〇二六版大模型工程项目路线,强调不能只读资料,要亲手搭建分词器、嵌入、位置编码、注意力、变换器块、解码、缓存和长上下文。

The Age of Async Agents — Cognition's Walden Yan & OpenInspect's Cole Murray

80% Devin Commits, Spec-to-PR Workflows, Full VMs, Agent Memory, and PMs Shipping Code

中文介绍 潜在空间访谈认知公司的沃尔登·闫与开放检查的科尔·默里,讨论异步智能体时代,包括八成德文提交、规格到拉取请求流程、完整虚拟机、智能体记忆及产品经理写代码。

How Endava builds an agentic organization with Codex

Learn how Endava uses Codex to build an agentic organization, accelerating software delivery and reducing requirements analysis from weeks to hours.

中文介绍 开放人工智能介绍恩达瓦如何使用科德克斯建设智能体化组织,加快软件交付,并将需求分析周期从数周缩短至数小时。

The AI Hype Index: AI gets booed in graduation season

It is one thing to say AI will change the world. It is another to expect the class of 2026 to applaud it. In fact, when former Google CEO Eric Schmidt told University of Arizona graduates that their task is to help shape AI, he was met with a resounding chorus of boos. “I can…

中文介绍 麻省理工科技评论称,前谷歌首席执行官埃里克·施密特在亚利桑那大学毕业典礼上谈及二〇二六届学生应帮助塑造人工智能时,现场出现明显嘘声。

[AINews] Cognition raises $1B in $26B Series D

coding is an uncapped TAM market

中文介绍 潜在空间报道称,认知公司完成十亿美元D轮融资,估值二百六十亿美元;报道认为编程相关市场规模上限仍未明确。

Anthropic raises $65B in Series H at a $965B post-money valuation, releases Opus 4.8 and Dynamic Workflows

**Anthropic** announced a massive **$65B Series H financing** at a **$965B valuation**, led by **Altimeter, Dragoneer, Greenoaks, and Sequoia**, with run-rate revenue surpassing **$47B**. They launched **Claude Opus 4.8**, an update to Opus 4.7 featuring "sharper judgment," "more honesty," and longe

中文介绍 小型人工智能新闻称,安斯罗匹宣布六百五十亿美元H轮融资,投后估值九千六百五十亿美元,由奥特米特、德拉戈尼尔、绿橡和红杉领投,经常性收入运行率超过四百七十亿美元,并发布克劳德奥普斯四点八。

MUFG aims to become AI-native with OpenAI

MUFG uses ChatGPT Enterprise to build an AI-native organization, improve workflows, and deliver new AI-powered financial services at scale.

中文介绍 开放人工智能称,三菱日联金融集团使用企业版聊天生成预训练转换器推进人工智能原生组织建设,改善工作流程,并规模化推出人工智能驱动的金融服务。

订阅画像

PCSEL / nanophotonics / CWT-FEM-FDTD modeling first; AI for photonics, research agents, and inverse design second.

今日必看

新论文 今日必看

Crossref · Journal of Applied Physics · 2024-05-17 · C. Gautam, M. Pan, Y. Chen, T. J. Rotter · 新论文 2026-05-29 · 相关度 32.2

英文原题Laterally coupled photonic crystal surface emitting laser arrays

中文摘要我们提出并研究了一种基于横向耦合光子晶体表面发射激光器(PCSELs)的新型相干激光器阵列设计。作为一种新型半导体激光技术,PCSELs 在平面腔中具有场限制,并在表面法线方向发射激光束。通过利用异质结构光子晶体设计来设计 PCSELs 之间的横向耦合,我们可以实现 PCSELs 阵列的相干运行。在本文中,我们展示了一种被动耦合 PCSEL 阵列设计的相干运行。我们在目标波长为 1040 nm 的 GaAs 基量子阱异质结构上制备了 PCSEL 阵列器件。实验结果显示,2×2 PCSEL 阵列具有 0.14–0.22 nm 的光谱线宽。通过自干涉实验表征了光束合成性能。观察到 PCSEL 阵列与单个 PCSEL 器件之间相似的相干性。我们通过被动横向耦合实现的紧凑型 PCSEL 阵列设计在片上光子计算、量子和信息处理领域具有潜在应用。

英文摘要We propose and investigate a novel coherent laser array design based on laterally coupled photonic crystal surface-emitting lasers (PCSELs). As a new type of semiconductor laser technology, PCSELs have field confinement in a planar cavity and laser beam emission in the surface normal direction. By engineering lateral couplings between PCSELs with heterostructure photonic crystal designs, we can achieve coherent operations from an array of PCSELs. In this paper, we demonstrate coherent operation from a passively coupled PCSEL array design. We fabricated PCSEL array devices on a GaAs-based quantum well heterostructure at a target wavelength of 1040 nm. Experimental results show that the 2-by-2 PCSEL arrays have spectral linewidth of 0.14–0.22 nm. Beam combining performance was characterized by self-interference experiments. Similar coherency between the PCSEL array and single PCSEL device was observed. Our compact PCSEL array designs by passive lateral coupling have potential applications in fields of on-chip photonic computing, quantum, and information processing.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:适合沉淀成验证指标或参数先验,尤其是 quantum well。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

PCSEL photonic crystal surface emitting laserPCSELphotonicssurface-emitting laserphotonic crystalquantum wellIII-V
新论文 今日必看

Crossref · CLEO 2024 · 2024-01-01 · Chhabindra Gautam, Mingsen Pan, Yudong Chen, Thomas J. Rotter · 新论文 2026-05-29 · 相关度 23.1

英文原题Compact Coherent Photonic Crystal Surface-Emitting Laser Arrays

中文摘要我们报告了一种采用被动耦合 PCSEL 阵列的新型相干光束合成设计。我们制备的 GaAs 基阵列的实验结果显示出高光束质量、线宽和相干性。

英文摘要We report a novel coherent beam combining design with passively coupled PCSEL array. Experimental results of our fabricated GaAs-based arrays show high beam quality, linewidth, and coherency.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

PCSEL photonic crystal surface emitting laserPCSELphotonicssurface-emitting laserphotonic crystalIII-V
新论文 今日必看

Crossref · Physics and Simulation of Optoelectronic Devices XXXIII · 2025-03-19 · Weidong Zhou, Mingsen Pan, Chhabindra Gautam, Cody Hammack · 新论文 2026-05-29 · 相关度 21.7

英文原题PCSEL modeling and design tool for photonic crystal surface-emitting lasers

中文摘要光子晶体表面发射激光器(PCSELs)是一种新型半导体激光器设计,其特点是来自光子晶体(PC)共振的面内光反馈。PCSEL 腔中的激射模式可以设计为在动量空间的 Γ 点运行,并可形成具有低光束发散角的向上发射。这种正交的电注入与光反馈设计为光学腔设计提供了巨大的自由度。一方面,已经从直径 3 mm 的单孔径 PCSEL 器件中展示了功率超过 50 W、亮度超过 1 GW cm−2 sr−1 的高功率连续波(CW)PCSELs。为支持这种新型半导体激光器的发展,高功率单模 PCSELs 需要考虑耦合的电学/光学设计。光学晶格的影响以及高阶模式的抑制对于维持大孔径 PCSELs 的单模运行至关重要。异质结构光子晶体腔的引入可以实现对面内腔损耗的控制以及 PCSEL 阵列的耦合。还将讨论异质结构的优化,以实现最佳载流子注入和模式选择。

英文摘要Photonic Crystal Surface-Emitting Lasers (PCSELs) are a new type of semiconductor laser design which features in-plane optical feedback from Photonic Crystal (PC) resonances. The lasing mode in a PCSEL cavity can be designed to operate at the Γ point of momentum space, and an upward emission with low beam divergence can be formed. Such orthogonal electrical injection and optical feedback design offers huge freedom of optical cavity design. On the one hand, high-power Continuous-Wave (CW) PCSELs with power exceeding 50W and brightness over 1GW cm−2 sr−1 have been demonstrated from a 3mm diameter single aperture PCSEL device. To support the development of this new type of semiconductor lasers, coupled electrical/optical designs are considered for high power single mode PCSELs. The impact of the optical lattice and suppression of higher order mode is critical in maintaining single mode operation for large aperture PCSELs. The incorporation of heterostructure photonic crystal cavities can lead to the control of in-plane cavity loss and the coupling of PCSEL arrays. Optimization of heterostructures will also be discussed for the optimal carrier injection and mode selection.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

PCSEL photonic crystal surface emitting laserPCSELphotonicssurface-emitting laserphotonic crystal
新论文 今日必看

Crossref · 2021 27th International Semiconductor Laser Conference (ISLC) · 2021-10-10 · Shumpei Katsuno, Masahiro Yoshida, Koki Izumi, Takuya Inoue · 新论文 2026-05-29 · 相关度 11.9

英文原题29-W Continuous-Wave Operation of Photonic-Crystal Surface-Emitting Laser (PCSEL)

中文摘要我们展示了一种具有双晶格结构和 2 mm 圆形谐振器直径的光子晶体表面发射激光器的 29-W 连续波运行。即使在 29 W 输出功率下,也成功实现了非常窄的发散角运行(<0.4°)。

英文摘要We demonstrate 29-W continuous-wave operation of a photonic-crystal surface-emitting laser with a double lattice structure and a circular resonator diameter of 2 mm. A very narrow divergence angle operation (&#x003C;0.4&#x00B0;) has been successfully achieved even at 29 W of output power.

为什么与你有关
为什么与你有关:
- 主线关联:直接服务 PCSEL 方向,优先看结构参数、耦合机制、出光/远场和验证口径。
- 可用线索:先看是否能抽出结构参数、指标定义或仿真设置。
- 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

PCSEL photonic crystal surface emitting laserPCSELphotonicssurface-emitting laser
新论文 今日必看

Crossref · Nanoscale · 2025-01-01 · Zahra Ashrafi-Peyman, Amir Dashti, Amir Jafargholi, John L. Zhou · 新论文 2026-05-29 · 相关度 10.1

英文原题Machine-learning-empowered FDTD/FEM simulations for predictive solar energy absorption in plasmonic metamaterial nanocavity arrays

中文摘要由机器学习增强的 FDTD/FEM 模拟在用于太阳能收集的 TiO 2 /TiN 等离激元纳米腔中实现了 95.44% 的光吸收效率。

英文摘要FDTD/FEM simulations, strengthened by machine learning, achieve 95.44% optical absorption efficiency in TiO 2 /TiN plasmonic nanocavities for solar energy harvesting.

为什么与你有关
为什么与你有关:
- 主线关联:更偏nanocavity / FDTD / FEM,可作为 PCSEL 周边器件物理或数值方法补充。
- 可用线索:FDTD / FEM / AI 代理模型/逆向设计。
- 可转化内容:先判断能否变成一个仿真 case、baseline、验证指标或参数先验。

今日必看:优先判断是否进入 PCSEL / CWT / 仿真建模文献库。

FDTD FEM nanocavity Q factor mode volumenanocavityFDTDFEMML

周末深读候选

该组今日无数据。

来源说明
  • arXiv: skipped by default to keep the daily automation fast; set ACADEMIC_ARXIV_ENABLED=true to enable best-effort arXiv fetches.
  • Crossref PCSEL photonic crystal surface emitting laser: 8 fetched.
  • Crossref photonic crystal laser coupled wave finite element: 8 fetched.
  • Crossref nanophotonic photonic crystal inverse design machine learning: 8 fetched.
  • Crossref FDTD FEM nanocavity Q factor mode volume: 8 fetched.
  • Crossref large language model research agent simulation photonics: 8 fetched.
  • MVP source set: Crossref works search by title, with arXiv available as an optional best-effort source.
  • Ranking uses local keyword weighting: about 70% device / photonics relevance and 30% AI-method relevance.
  • abstract resolved: Laterally coupled photonic crystal surface emitting laser arrays (OpenAlex abstract metadata)
  • abstract resolved: PCSEL modeling and design tool for photonic crystal surface-emitting lasers (original page: https://doi.org/10.1117/12.3047700)
  • abstract resolved: 29-W Continuous-Wave Operation of Photonic-Crystal Surface-Emitting Laser (PCSEL) (original page: https://doi.org/10.1109/islc51662.2021.9615695)
口径说明
Academic radar is a discovery filter, not a literature review. It may miss papers not indexed by arXiv/Crossref yet and should be followed by manual reading before citation.
市场复盘 · 最近交易日 A股 2026-05-29 / 美股 2026-05-28 / 宏观 2026-05-28

昨日/最近交易日的金融分析显示,A股整体偏弱,样本平均-2.03%,上证指数-0.73%;创业板指-2.11%;板块上大消费最强(+2.84%),半导体相对落后(-5.84%);重点板块中2/7个收涨。 美股整体偏强,样本平均+0.50%,S&P 500 ETF+0.55%;Nasdaq 100 ETF+0.84%;大型科技股中Super Micro领涨(+8.14%),Meta承压(+0.01%);VIX-1.78%;10Y美债收益率-0.44%。

走势总结

昨日走势上,A股大盘样本平均-2.03%,重点板块样本平均-1.77%,市场结构偏向题材/行业线索。板块内部强弱分化明显:大消费+2.84%居前,半导体-5.84%落后,说明资金并非全面扩散,而是在少数方向里做选择。美股大盘样本平均+0.50%,重点公司样本平均+1.76%,Super Micro+8.14%强于同组,Meta+0.01%拖累风险偏好。宏观风险代理方面,VIXY 波动率ETF-1.78%、美元指数+0.11%,这会影响后续科技成长和周期资源方向的弹性。

后续趋势研判

后续A股的基准判断是弱修复或震荡整理。大盘指数整体偏弱,样本平均-2.03%,需要先观察上证/沪深300是否止跌,以及大消费、银行的相对强势能否延续;若半导体、机器人继续拖累,市场大概率仍以防守和轮动为主。

后续美股的基准判断是风险偏好仍在,但上行动能取决于大型科技股是否继续扩散。指数样本整体偏强,样本平均+0.50%,若Super Micro、AMD、Microsoft保持强势且VIX不再上行,科技权重仍可能支撑指数;若收益率或美元重新抬升,估值较高的成长股会先承压。

半导体当前-5.84%,后续要看是否跟随美股AI硬件链修复。AI/算力当前-3.53%,如果Nvidia/AMD/AVGO保持强势,A股映射会更容易延续。银行当前+1.97%,它更像防守和指数稳定器;若银行强、科技弱,市场风格会偏保守。大消费、机器人、有色和光通信需要结合强弱排序看资金轮动,短期更关注能否从单日强势变成连续2-3日相对强势。

美股重点公司后续主要看三条线:AI硬件链、平台型科技和高波动个股。Nvidia当前+0.78%,它仍是AI风险偏好的核心参照。若Super Micro、AMD、Microsoft继续领涨,同时Meta、Alphabet、Tesla跌幅收敛,指数更容易走出健康轮动;反过来,如果强者补跌,说明资金可能从高估值科技撤出。

  • 基准情景:A股维持结构性轮动,美股科技权重保持分化但不系统性下跌;这种情况下日报后续应重点跟踪半导体、AI/算力、光通信和Nvidia/AVGO/AMD的联动。
  • 偏强情景:VIX回落、美元或10Y美债不再上行,且A股强势板块扩散到消费/银行等方向;这会提高指数级反弹的可信度。
  • 偏弱情景:VIXY 波动率ETF继续上行、美元指数走强、10Y 美债收益率上行,同时美股AI龙头走弱;这会压制A股科技映射,市场可能回到防守轮动。

A股复盘

上证指数-0.73%;创业板指-2.11%;板块上大消费最强(+2.84%),半导体相对落后(-5.84%);重点板块中2/7个收涨。

大盘指数

上证指数

sh000001
-0.73%
5 日 -1.08% RSI — 空头

深证成指

sz399001
-1.81%
5 日 -0.14% RSI — 空头

创业板指

sz399006
-2.11%
5 日 +2.53% RSI — 空头 · 单日明显回落

沪深300

sh000300
-0.45%
5 日 +0.97% RSI — 空头

科创50

sh000688
-5.04%
5 日 -2.20% RSI — 空头 · 单日明显回落

A股板块

大消费

sz159928
+2.84%
5 日 +1.03% RSI — 多头 · 单日强势上涨

银行

sh512800
+1.97%
5 日 +0.91% RSI — 多头

有色

sh512400
-1.31%
5 日 -2.67% RSI — 空头

光通信

sh515050
-2.36%
5 日 +4.25% RSI — 空头 · 单日明显回落

AI / 算力

sz159819
-3.53%
5 日 -0.56% RSI — 空头 · 单日明显回落

机器人

sz159770
-4.14%
5 日 -7.66% RSI — 空头 · 单日明显回落

半导体

sh512480
-5.84%
5 日 -1.32% RSI — 空头 · 单日明显回落

美股复盘

S&P 500 ETF+0.55%;Nasdaq 100 ETF+0.84%;大型科技股中Super Micro领涨(+8.14%),Meta承压(+0.01%);VIX-1.78%;10Y美债收益率-0.44%。

美股大盘

S&P 500 ETF

SPY.US
+0.55%
5 日 +0.55% RSI — 多头

Nasdaq 100 ETF

QQQ.US
+0.84%
5 日 +0.84% RSI — 多头

Dow Jones

DIA.US
+0.03%
5 日 +0.03% RSI — 中性

Russell 2000 ETF

IWM.US
+0.57%
5 日 +0.57% RSI — 多头

美股重点公司

Super Micro

SMCI.US
+8.14%
5 日 +8.14% RSI — 多头 · 单日强势上涨

AMD

AMD.US
+4.55%
5 日 +4.55% RSI — 多头 · 单日强势上涨

Microsoft

MSFT.US
+3.47%
5 日 +3.47% RSI — 多头 · 单日强势上涨

Broadcom

AVGO.US
+1.12%
5 日 +1.12% RSI — 多头

Amazon

AMZN.US
+0.79%
5 日 +0.79% RSI — 多头

Nvidia

NVDA.US
+0.78%
5 日 +0.78% RSI — 多头

Apple

AAPL.US
+0.53%
5 日 +0.53% RSI — 多头

TSMC

TSM.US
+0.50%
5 日 +0.50% RSI — 多头

ASML

ASML.US
+0.49%
5 日 +0.49% RSI — 多头

Tesla

TSLA.US
+0.40%
5 日 +0.40% RSI — 多头

Alphabet

GOOGL.US
+0.33%
5 日 +0.33% RSI — 多头

Meta

META.US
+0.01%
5 日 +0.01% RSI — 中性

跨市场观察

  • VIX回落-1.78%,说明风险偏好边际改善,对高弹性科技资产更友好。
  • 美元指数走强+0.11%,对非美资产和商品风险偏好形成约束。
  • 10Y美债收益率回落-0.44%,对成长股估值压力有所缓和。
  • 美股AI硬件链样本平均+2.15%,A股AI/算力-3.53%、半导体-5.84%,可作为跨市场科技风险偏好的参照。
口径说明
本板块基于公开行情数据、代表性指数/ETF/个股和技术指标做复盘,不构成投资建议;代表性板块口径可能与官方行业指数存在差异。

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