每日简报

2026-05-31

microsoft/markitdown

Python · ★ 132,324 · 🍴 9,060 · 📈 2,470 stars today

Python tool for converting files and office documents to Markdown.

中文介绍 面向文档处理和知识整理的文件转换工具,可把办公文档、常见文件转成标记文本,便于进入笔记、检索、问答或自动化流水线,适合开发者和内容团队批量整理资料。

harry0703/MoneyPrinterTurbo

Python · ★ 71,924 · 🍴 10,314 · 📈 2,768 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 用人工智能大模型自动生成高清短视频,覆盖脚本、素材组织和成片输出等流程,降低短视频制作门槛,适合自媒体运营、营销人员和批量内容生产场景。

anthropics/claude-code

Python · ★ 128,387 · 🍴 20,953 · 📈 592 stars today

Claude Code is an agentic coding tool that lives in your terminal, understands your codebase, and helps you code faster by executing routine tasks, explaining complex code, and handling git workflows - all through natural language commands.

中文介绍 运行在终端里的智能编程工具,可理解代码库并执行日常开发任务,包括解释复杂代码、修改实现和处理版本控制流程,适合开发者在真实项目中提速。

cursor/plugins

TypeScript · ★ 1,454 · 🍴 118 · 📈 205 stars today

Cursor plugin specification and official plugins

中文介绍 提供光标编辑器插件规范和官方插件集合,用于扩展编辑器能力、统一插件接口和分发方式,适合插件开发者、团队工具维护者构建定制开发体验。

revfactory/harness

HTML · ★ 4,252 · 🍴 625 · 📈 55 stars today

A meta-skill that designs domain-specific agent teams, defines specialized agents, and generates the skills they use.

中文介绍 用于设计特定领域智能体团队的元技能框架,可定义专门智能体并生成其所需技能,适合需要把复杂任务拆给多角色协作的自动化研发和业务流程。

EveryInc/compound-engineering-plugin

TypeScript · ★ 18,414 · 🍴 1,392 · 📈 349 stars today

Official Compound Engineering plugin for Claude Code, Codex, Cursor, and more

中文介绍 面向多种智能编程环境的复合工程插件,帮助把工程任务组织成更系统的协作流程,适合使用智能编码工具的团队管理代码修改、审查和交付。

affaan-m/ECC

JavaScript · ★ 199,280 · 🍴 30,599 · 📈 908 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 面向智能体工具链的性能优化系统,强调技能、记忆、安全和研究优先的开发方式,用于提升编码智能体在复杂项目中的稳定性、上下文利用和执行质量。

OpenBMB/VoxCPM

Python · ★ 22,744 · 🍴 2,672 · 📈 779 stars today

VoxCPM2: Tokenizer-Free TTS for Multilingual Speech Generation, Creative Voice Design, and True-to-Life Cloning

中文介绍 多语言语音生成模型,采用无分词器思路支持文本转语音、创意音色设计和高真实度声音克隆,适合语音产品、内容创作和多语言交互应用。

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 介绍一套用克劳德代码搭建软件工厂的七代理协作系统,核心不是让人工智能替你打字,而是把需求、实现、审查、发布拆成可并行执行的流程,偏实战工作流复盘。

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 系统梳理二〇二六年人工智能代理入门到落地知识,把课程、书籍、真实项目和生产故障压缩成完整教程,重点解释代理如何工作,而不是停留在概念热词。

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

@cyrilXBT · 181.7K 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 讲如何搭建一个克劳德研究代理,每天早上自动阅读互联网并生成五分钟简报,用来替代刷推特、查邮件找重点的低效信息流,价值在个人情报工作流自动化。

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 作者复盘自己从几乎没用过光标,到面试前后深入使用的经历,并对比在脸书时期克劳德代码快速流行、个人每月二百美元订阅的真实开发体验,偏工具使用反思。

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 给出二〇二六版大语言模型工程项目路线,主张从分词器、嵌入、位置编码、注意力、变换器块、目标函数、解码、缓存到长上下文逐步手写,适合从阅读转向实作。

Physical AI, Korea and Autoparts companies

@hansolar21 · 30.1K 粉丝 · 50.8K 阅 · 500 赞 · 82 转

tldr: Korea is already being repriced as an AI memory market. But I think the next leg could be Physical AI: robots, actuators, reducers, and the boring precision-machining companies sitting

中文介绍 从韩国市场已被人工智能存储重估切入,提出下一阶段可能是实体人工智能,包括机器人、执行器、减速器和精密加工零部件公司,偏产业链与投资线索观察。

THE DIFF THAT CHANGED EVERYTHING

@difflawb · 20.3K 粉丝 · 21.9K 阅 · 1.1K 赞 · 389 转

How a 40-line shell script became infrastructure In August 2024, Andrej Karpathy — co-founder of OpenAI, former AI Director at Tesla — published something unexpectedly small. Not a paper. Not a model.

中文介绍 回顾安德烈·卡帕西二〇二四年八月发布的一个四十行外壳脚本,如何从小工具演变成基础设施叙事,重点在极简代码对开发工作流的放大效应。

how i make AI videos (a beginner’s breakdown)

@0xileri · 7.3K 粉丝 · 12.2K 阅 · 533 赞 · 63 转

I’ve been getting a lot of DMs since I started posting AI videos, so I figured I’d just write it all out. Fair warning: I’m still learning too. This is just what’s been working for me. tools

中文介绍 面向新手拆解人工智能视频制作流程,回应私信中常见问题,强调作者也仍在学习,只分享当前有效的工具组合和实际步骤,价值在低门槛经验而非成熟教程。

[AINews] Founders and Forward Deployed Engineers

a quiet day lets us highlight the new AIE WF focuses

中文介绍 潜空间称当日人工智能新闻较少,重点介绍新的人工智能工程工作流,并关注创始人与前线部署工程师相关讨论。

Boston Children’s uses AI to unlock new diagnoses

Boston Children’s Hospital uses OpenAI technology to improve patient care, reduce operational burden, and help diagnose more than 40 rare disease cases.

中文介绍 波士顿儿童医院使用开放人工智能公司技术改善患者护理、减轻运营负担,并协助诊断超过40例罕见病病例。

How Braintrust turns customer requests into code with Codex

How Braintrust engineers use Codex with GPT-5.5 to run experiments and code faster.

中文介绍 布莱恩特拉斯特工程师使用代码助手与第五代增强模型,将客户需求转化为代码,加快实验运行和软件开发速度。

How the Pope’s Magnifica Humanitas offers a template for individuals to meet the AI moment

Pope Leo XIV’s new encyclical on artificial intelligence includes a statement that warrants serious attention from technologists and policymakers: “Technology is never neutral.” Magnifica Humanitas (“Magnificent Humanity”) is a clarion call to all people to act with courage and solidarity as we ente

中文介绍 麻省理工科技评论称,教皇利奥十四世关于人工智能的新通谕提出「技术从不中立」,呼吁技术人员和政策制定者关注人工智能时代的个人责任。

not much happened today

**Anthropic** rolled out **Claude Opus 4.8**, which shows incremental improvements but mixed benchmark results, including better cooperation and coding behavior but some regressions in document parsing. Platform updates include mid-conversation system instructions enhancing long agent sessions, thou

中文介绍 小型人工智能新闻称,安思ropic推出克劳德奥普斯4.8,合作与编码行为有所改善,但文档解析等基准出现回退;平台还更新了长对话中的系统指令能力。

Strengthening societal resilience with Rosalind Biodefense

OpenAI launches Rosalind Biodefense, expanding trusted access to GPT-Rosalind for vetted developers and U.S. government partners advancing biodefense, public health, and pandemic preparedness through frontier AI.

中文介绍 开放人工智能公司推出罗莎琳德生物防御项目,扩大经审核开发者和美国政府伙伴对相关前沿模型的可信访问,用于生物防御、公共卫生和大流行准备。

订阅画像

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

今日必看

P1 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工程化 PCSELs 之间的横向耦合,我们可以实现 PCSELs 阵列的相干运行。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、量子和信息处理等领域具有潜在应用。

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
P2 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

中文摘要我们报道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
P3 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被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。这种正交的电注入和光反馈设计为光学腔设计提供了巨大的自由度。一方面,已从直径 3 mm 的单孔径 PCSEL 器件展示了功率超过 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。引入异质结构光子晶体腔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
P4 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 圆形谐振腔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,也已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
P5 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% 的光学吸收效率。

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 2026-05-29 / 宏观 2026-05-29

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+0.20%,S&P 500 ETF+0.25%;Nasdaq 100 ETF+0.37%;大型科技股中Super Micro领涨(+11.60%),Alphabet承压(-2.51%);VIX-1.73%;10Y美债收益率-0.67%。

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+0.20%,重点公司样本平均+1.09%,Super Micro+11.60%强于同组,Alphabet-2.51%拖累风险偏好。宏观风险代理方面,VIXY 波动率ETF-1.73%、美元指数-0.12%,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+0.20%,若Super Micro、Microsoft、Broadcom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-1.45%,它仍是AI风险偏好的核心参照。若Super Micro、Microsoft、Broadcom继续领涨,同时Alphabet、TSMC、Nvidia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+0.25%;Nasdaq 100 ETF+0.37%;大型科技股中Super Micro领涨(+11.60%),Alphabet承压(-2.51%);VIX-1.73%;10Y美债收益率-0.67%。

美股大盘

S&P 500 ETF

SPY.US
+0.25%
5 日 +0.25% RSI — 中性

Nasdaq 100 ETF

QQQ.US
+0.37%
5 日 +0.37% RSI — 多头

Dow Jones

DIA.US
+0.74%
5 日 +0.74% RSI — 多头

Russell 2000 ETF

IWM.US
-0.55%
5 日 -0.55% RSI — 空头

美股重点公司

Super Micro

SMCI.US
+11.60%
5 日 +11.60% RSI — 多头 · 单日强势上涨

Microsoft

MSFT.US
+5.45%
5 日 +5.45% RSI — 多头 · 单日强势上涨

Broadcom

AVGO.US
+4.73%
5 日 +4.73% RSI — 多头 · 单日强势上涨

ASML

ASML.US
+0.44%
5 日 +0.44% RSI — 多头

Apple

AAPL.US
-0.14%
5 日 -0.14% RSI — 中性

AMD

AMD.US
-0.38%
5 日 -0.38% RSI — 空头

Meta

META.US
-0.44%
5 日 -0.44% RSI — 空头

Amazon

AMZN.US
-1.23%
5 日 -1.23% RSI — 空头

Tesla

TSLA.US
-1.43%
5 日 -1.43% RSI — 空头

Nvidia

NVDA.US
-1.45%
5 日 -1.45% RSI — 空头

TSMC

TSM.US
-1.51%
5 日 -1.51% RSI — 空头

Alphabet

GOOGL.US
-2.51%
5 日 -2.51% RSI — 空头 · 单日明显回落

跨市场观察

  • VIX回落-1.73%,说明风险偏好边际改善,对高弹性科技资产更友好。
  • 美元指数走弱-0.12%,通常有利于全球风险资产和有色/商品定价情绪。
  • 10Y美债收益率回落-0.67%,对成长股估值压力有所缓和。
  • 美股AI硬件链样本平均+0.97%,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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中文摘要 无人机击中罗马尼亚事件加剧欧洲对北约防御能力的担忧。外界关注联盟团结、俄罗斯意图以及华盛顿对集体防御的承诺。

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中文摘要 特朗普仍在权衡是否推进与伊朗结束战争的协议,中东多方等待结果。他周五表示将很快作出「最终决定」。

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中文摘要 刚果民主共和国一个偏远金矿城镇成为埃博拉疫情中心,死亡和感染人数上升。当地医护人员资源有限,难以遏制传播。

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中文摘要 美国国防部长皮特·赫格塞思在新加坡安全会议上对亚洲伙伴表示,若要优先获得美国援助,各国需承担更多安全责任。

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中文摘要 日本首相高市早苗任内收紧签证规则,影响在当地经营咖喱店等业务的外国企业主。部分已在日本扎根者被迫离境。

Paris Saint-Germain retain Champions League with victory over Arsenal

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中文摘要 巴黎圣日耳曼在欧冠决赛点球大战击败阿森纳并成功卫冕。报道将这场胜利视为海湾主权财富支持的俱乐部资本对美国资本的胜出。

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中文摘要 美国牛群规模因饲料成本高企和干旱降至60年来低位,叠加消费者对蛋白质需求强劲,推动美国牛肉价格升至纪录高点。

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中文摘要 持有大量加密资产的企业为筹集现金,开始效仿迈克尔·塞勒旗下Strategy,转向所谓数字信贷等风险较高的股权融资工具。

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中文摘要 私募信贷机构Castlelake有意收购易捷航空。该廉航拥有庞大机队和高价值机场时刻,但其股价近期受伊朗危机影响承压。

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