[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio73dcdf55":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio73dcdf55","狂买91亿！美股散户买盘创15周新高，究竟在抢跑什么？","\u002Fdoc\u002Fdcio73dcdf55","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>美股大数据\u003C\u002Fspan> \u003Ca href=\"http:\u002F\u002Fstockwe.com\">http:\u002F\u002Fstockwe.com\u003C\u002Fa> \u003Cspan>最新数据显示，散户上周净买入\u003C\u002Fspan>91\u003Cspan>亿美元，近\u003C\u002Fspan>50\u003Cspan>亿美元涌向芯片与\u003C\u002Fspan>AI\u003Cspan>基建！\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>散户正在重新买入\u003C\u002Fspan>AI\u003Cspan>相关股票，但整体交易活跃度尚未明显升温。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>彭博社周二数据报道，该平台散户上周净买入\u003C\u002Fspan>91\u003Cspan>亿美元美国股票，创\u003C\u002Fspan>15\u003Cspan>周新高，资金主要流向\u003C\u002Fspan>AI\u003Cspan>相关股票和交易所交易基金（\u003C\u002Fspan>ETF\u003Cspan>）。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>城堡证券股票及衍生品策略主管斯科特·鲁布纳（\u003C\u002Fspan>Scott Rubner\u003Cspan>）认为，买盘增强反映了方向性信心的提升。该平台散户的周度买入偏向达到第\u003C\u002Fspan>90\u003Cspan>百分位，但交易总量仅处于过去一年的第\u003C\u002Fspan>42\u003Cspan>百分位。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>净买入增强，成交量没有同步放大\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>鲁布纳披露，散户上周买入比卖出多\u003C\u002Fspan>2.7%\u003Cspan>。这反映的是交易更偏向买方，并不意味着整体交易量大幅增加。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>半导体是资金最集中的方向。该平台散户上周净买入\u003C\u002Fspan>26\u003Cspan>亿美元半导体股票，为过去一年第三高的单周水平；\u003C\u002Fspan>AI\u003Cspan>基础设施股票另获约\u003C\u002Fspan>24\u003Cspan>亿美元净买入，两者合计接近\u003C\u002Fspan>50\u003Cspan>亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>鲁布纳表示，按目前进度，\u003C\u002Fspan>10\u003Cspan>月有望成为该平台芯片股净买入最多的月份。不过，这仍是月内预测。上周，纳斯达克\u003C\u002Fspan>100\u003Cspan>指数和标普\u003C\u002Fspan>500\u003Cspan>指数均创下纪录高位。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>摩根大通上周四发布的《\u003C\u002Fspan>Retail Radar\u003Cspan>》则显示，\u003C\u002Fspan>10\u003Cspan>月\u003C\u002Fspan>1\u003Cspan>日至\u003C\u002Fspan>7\u003Cspan>日，散户资金流入\u003C\u002Fspan>57\u003Cspan>亿美元，低于过去\u003C\u002Fspan>12\u003Cspan>个月每周\u003C\u002Fspan>67\u003Cspan>亿美元的均值。其中，\u003C\u002Fspan>ETF\u003Cspan>流入\u003C\u002Fspan>47\u003Cspan>亿美元，个股流入\u003C\u002Fspan>10\u003Cspan>亿美元。由于样本和统计区间不同，这组数据不能与城堡证券直接比较。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>科技板块的回暖更为明显：科技\u003C\u002Fspan>ETF\u003Cspan>流入升至第\u003C\u002Fspan>73\u003Cspan>百分位，四周前仅为第\u003C\u002Fspan>4\u003Cspan>百分位。买盘也从半导体和硬件延伸至软件，\u003C\u002Fspan>AI\u003Cspan>数据中心、电气化及\u003C\u002Fspan>AI\u003Cspan>软件商业化主题继续吸引资金。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>不过，整体买盘仍不算强劲。摩根大通数据显示，个股净买入与净卖出交替出现，资金流入仅小幅增加；整体\u003C\u002Fspan>ETF\u003Cspan>流入处于第\u003C\u002Fspan>32\u003Cspan>百分位，个股流入处于第\u003C\u002Fspan>43\u003Cspan>百分位。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这些数据说明，散户对\u003C\u002Fspan>AI\u003Cspan>的买入意愿有所回升，但尚未形成全面放量的入场行情。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>企业回购仍受财报静默期限制\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>鲁布纳此前将财报和企业回购恢复，列为\u003C\u002Fspan>10\u003Cspan>月散户重新入市的背景。不过，买盘并不平稳。高盛周一发布的交易台汇总显示，上周有两天，散户买卖差额降至\u003C\u002Fspan>8\u003Cspan>月初以来的较低水平，尽管仍保持净买入。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>企业回购也尚未明显放量。截至上周五的一周，多数企业仍处于财报前静默期。高盛美国回购交易台的成交活跃度，为\u003C\u002Fspan>2025\u003Cspan>年同期年初至今日均成交量基准的\u003C\u002Fspan>0.8\u003Cspan>倍，与前一周基本一致。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>该交易台预计，企业将在业绩公布后一至两天逐步退出静默期。目前已执行的回购中，预设的\u003C\u002Fspan>10b5-1\u003Cspan>计划占成交量的\u003C\u002Fspan>86%\u003Cspan>，自主决定的公开市场回购占\u003C\u002Fspan>14%\u003Cspan>；前一周分别为\u003C\u002Fspan>89%\u003Cspan>和\u003C\u002Fspan>11%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股投资网认为，当前增量买盘仍集中在\u003C\u002Fspan>AI\u003Cspan>相关方向。后续行情能否获得更广泛支撑，要看散户买入能否持续，以及企业回购恢复后能否带来更多实际买盘。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPX\u002FSPX2.jpg","2026-10-14T05:31:16","2026.10.14","2026\u002F10\u002F14",39223,[22],"SPX","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]