两条大腿都拍肿了！NaNa说美股(2026.05.28)

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大家好

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欢迎回到娜娜说美股

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今天是5月28号周四

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美股股指期货在开市前偏软

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美国4月核心PC物价指数

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同比升到3.3%

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为近3年来新高

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但是呢符合市场的预期

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并没有出现失控

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4月整体PC环比上升0.4%

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低于预期的0.5%和前值0.7%

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这些数据呢显示整体通胀压力具有粘性

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能源和服务价格压力尚未消退

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尽管核心PC1放缓

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但是呢仍不足以支持美联储快速转向宽松

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所以PC1数据出炉之后

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多位美联储官员就发表了鹰派言论

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美联储理事丽莎库克表示

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通胀正朝着错误的方向发展

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如果这种情况持续下去

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他准备加息

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美国消费者价格仍然过高

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降低通胀是他的首要任务

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通胀率已经显著高于目标水平

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是残余期

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正在30L

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美联储应该通过加息来应对实际利率的上升

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美联储三把手

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未来几个月

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美国通胀将会继续高企

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但是长期预期啊仍然稳定

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美联储下一步行动可能是加息

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也可能是降息

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当前的利率政策处于有利位置

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可以继续观察通胀进展

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这些鹰派言论对股市和债市构成了压力

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而且媒体还报道说

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美军对伊朗境内一处军事据点

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发动了新一轮打击

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该据点呢被认为对美军部队以及霍尔木兹海峡

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的商业航运构成了威胁

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反正就是小摩擦不断

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油价与美债收益率回升

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但是到了盘中哈

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那个有名的ax秀斯网站又跳出来放风了

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称美姨已经就谅解备忘录达成了一致

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就等川普签字了

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油价与美债收益率又应声跳水哈

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股指直线拉升

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这些消息反正每天都要来一遍

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在量化主导之下呢

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市场特别容易受消息的干预

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其实就是美国政府配合川普来压油价

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最后三大股指集体收涨

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标普于纳指再度刷出历史新高

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这一周几个明星科技股的财报还挺多哈

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snowflake今天涨得实在太夸张了

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单日报拉了36.5%

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日内的时候最高一度拉了40%

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股价抹去了过去半年的跌幅

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回到了2025年12月初的水平

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带动AI应用板块集体回血

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现在盘后AI热门股戴尔科技

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消费巨头COSTCO

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还有呃ESTCOCD梦GODB等等

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都陆续公布了最新季度财报

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股价反应都很剧烈

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我最近一直在用某某看财报

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他这个AI earning heart真的很方便

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可以一键预约财报发布时间和业绩

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会不会错过重点公司

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以前看财报呢特别累

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要自己翻分析师预期机构观点

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财报电话会议

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还有历史财报表现

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研究一两个小时很正常

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现在默默会直接帮你把重点整理好

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比如市场最关注什么营收预期多少

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分析师怎么看历史财报后通常怎么走

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研究效率高很多

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尤其最近行情信息量太大了

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一天几十条消息

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普通人真的看不过来

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而且他还有期权向导

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可以直接交易财报前做期权一个很大的优势

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就是用更小资金去压住短线行情

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风险收益呢也相对更清晰

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比重仓股票要灵活很多

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还有我比较喜欢的一点是

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它会直接把不同期权策略的潜在盈亏可视化

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比如最大盈利

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最大亏损

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还有股价到哪里开始赚钱

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都给你显示的很直观

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即使不太懂期权

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也能够快速看懂自己到底在压什么

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另外最近moo和纳斯达克还一起办了

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加拿大top three的实盘交易比赛

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奖金池超过100万加币

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个人最高奖励超过10万加币

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收益率前50%都有奖励哈

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参与呢还有抽奖和任务奖励

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如果你本来就在交易美股或者准备开始做美股

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都可以顺手参加一下比赛

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6月1号开始

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为期一个月

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具体活动信息我方视频下面

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现在某某还有限时福利哦

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加拿大用户用我的专属链接开户入金

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1000加币送60

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入金5000送300

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美国用户最高可以拿1000美元

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因为达股票奖励

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还有高达8.1%的闲置资金年化利息

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大家可以点击视频描述区和置顶评论里

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默默的链接就可以领取以上福利啦

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回到美股盘面

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今天除了PC数据之外呢

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早盘时间还有一大串的其他数据集中出炉

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美国4月耐用品订单大增7.9%

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远超预期啊

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主要受波音飞机新订单暴增驱动

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但是剔除掉飞机的核心资本品订单呢

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却意外环比下降了1.1%

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为一年来最大降幅

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这表明现在美国经济活动扩张

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主要是依靠这个AI投资热潮哈

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其他行业中企业资本支出呢趋于谨慎

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制造业呈现结构性分化

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第一季度GDP也被向下修正

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受某消费与投资双双走肉拖累

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美国2026年第一季度经济增速

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低于市场预期

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环比增长率为1.6%

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初值与预期呢为2%

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下修

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主要反映了企业库存增速呃慢于初步估算

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以及医疗保健等服务领域的消费者支出

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不如预期的强劲

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每周初请失业金人数为21.5万人

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增幅超出预期

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但是整体仍维持在历史低位水平附近

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这显示在AI带动企业

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裁员与通胀上市的背景之下的

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美国就业市场依旧嗯维持一定的韧性

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企业整体裁员规模依旧有限

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市场目前预估

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美国5月失业率将会维持在4.3%不变

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以上这些数据哈

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给大家描绘出一种轻微的自残这个图景嗯

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美经济增长呢低于其核心通胀

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达到了两年来的最高水平

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劳动力市场依然稳健

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这些数据让美联储难移在短期内调整利率

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加息当然是不可能加息的哈

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嗯嗯川普更不可能答应的

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但是呢要降息肯定也会推迟

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技术面上

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标普500指数站在5日均线与7500点上方

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缓慢走高

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被动基金目前正提高现金持有比例

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以应对SPACEX

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OpenAI等万亿级IPO的指数纳入需求

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小盘股AWM也继续向这个300的方向迈进

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其他个股方面

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无人机概念呢今天全线走强

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UMAC涨了57.2%

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RCAT涨了32.6%

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ONDS涨了22.7%

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因为据华尔街日报报道

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美国政府计划入股一批无人机公司

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以提高美国国内无人机产量

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并且降低成本

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这消息一出来

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板块立即就掀起了新一轮的资金狂欢

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像AMTANOSOGMAN

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雷神技术等那些军工巨头们

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如今都扔地上没人捡了

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现在资金就喜欢小而美的无人机

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昨天其实就已经有风声传出来了哈

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呃说要买ONDS

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川普可能要喊单

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但是呢我半信半疑

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没有下手

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只加仓了隔壁量子股INFQ

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虽然今天量子板块涨得也不错啦

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但是还是远比不上这个无人机涨的凶猛

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所以现在就是捶胸跺足都后悔呀

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大腿都拍青了

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量子计算概念呢今天也是普涨

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IBM宣布计划

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投入超过一百百亿美元

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目标呢在2029年

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打造出首台大型量子计算机

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让其能够稳定无误的运行复杂运算

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现在反正就是中小盘股涨得最欢乐哈

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大盘基本上呃就不怎么动

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云计算服务商走高

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NBS涨了8.6%

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消息面上

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25岁AI年轻股神NEWPORT旗下的投资公司

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他这今天披露

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已经持有nbi is5.6%的股份

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大家又可以抄作业了哈

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虽然股价已经拉的很高了

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但是前景向好嗯

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很明显

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在call wave和NBS这两者之间

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资金明显就更青睐后者

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戴尔科技股价盘后大涨

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公司Q1业绩远超于其营收438亿美元

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同比增长88%

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调整后每股收益4.86美元

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同比激增二百十四%

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预计第二季度调整后每股收益为4.8美元

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大幅超过预期的2.98美元

217
00:09:20,279 --> 00:09:21,679
全年营收展望

218
00:09:21,679 --> 00:09:24,860
1650亿到1690亿美元

219
00:09:24,860 --> 00:09:28,169
也远超过预期的1425亿美元

220
00:09:28,169 --> 00:09:28,769
此外呢

221
00:09:28,769 --> 00:09:30,389
公司还赢得了美国军方

222
00:09:30,389 --> 00:09:33,490
一份价值高达97亿美元的合同

223
00:09:33,490 --> 00:09:35,730
帮助美军处理呃

224
00:09:35,730 --> 00:09:39,850
其微软软件许可相关软件涉及电子邮件

225
00:09:39,850 --> 00:09:41,679
电子表格以及机密

226
00:09:41,679 --> 00:09:43,899
非机密系统中的其他需求

227
00:09:43,899 --> 00:09:47,360
就戴尔科技也是抱上了川普的金大腿嘛

228
00:09:47,360 --> 00:09:50,409
所以这个股价哈也是一飞冲天

229
00:09:50,409 --> 00:09:52,330
cos co盘后也公布财报

230
00:09:52,330 --> 00:09:54,809
2026财年第三财季业绩呢

231
00:09:54,809 --> 00:09:57,250
好于其营收705亿美元

232
00:09:57,250 --> 00:09:58,899
同比增长12%

233
00:09:58,899 --> 00:10:01,460
净利润21.9亿美元

234
00:10:01,460 --> 00:10:03,080
同比增长15%

235
00:10:03,080 --> 00:10:06,259
整体同店销售增长9.8%

236
00:10:06,259 --> 00:10:09,159
其中美国本土铜电呢增长9.4%

237
00:10:09,159 --> 00:10:11,049
加拿大10.7%

238
00:10:11,049 --> 00:10:13,509
海外其他市场10%一点

239
00:10:13,509 --> 00:10:17,600
二季度会员费收入达到13.7

240
00:10:17,600 --> 00:10:18,419
3亿美元

241
00:10:18,419 --> 00:10:20,460
同比增长10.7%

242
00:10:20,460 --> 00:10:22,860
这说明老会员的续费率极高

243
00:10:22,860 --> 00:10:26,539
而且年轻一代的新会员也正在加速入场

244
00:10:26,879 --> 00:10:28,240
电商业务爆发

245
00:10:28,240 --> 00:10:31,000
线上销售额激增21.5%

246
00:10:31,000 --> 00:10:32,259
高油价冲击之下

247
00:10:32,259 --> 00:10:36,100
哈会员续约与销售继续保持强劲

248
00:10:36,100 --> 00:10:38,980
虽然财报基本挑不出什么毛病来

249
00:10:38,980 --> 00:10:41,379
但是由于cos co的基本面太好了

250
00:10:41,379 --> 00:10:42,360
导致它的股价

251
00:10:42,360 --> 00:10:45,779
此前就已经被市场给捧得非常的高

252
00:10:45,779 --> 00:10:47,179
与沃尔玛一样

253
00:10:47,179 --> 00:10:51,019
就目前的估值呢远高于标普500售板块

254
00:10:51,019 --> 00:10:53,720
约32%倍的这个平均水平

255
00:10:53,720 --> 00:10:56,519
甚至都快逼近某些科技股了

256
00:10:56,519 --> 00:11:00,009
所以它股价盘后表现的不温不火

257
00:11:00,009 --> 00:11:02,090
上周沃尔玛警告称

258
00:11:02,090 --> 00:11:04,830
高燃油成本呢正在压缩利润率

259
00:11:04,830 --> 00:11:08,539
并且可能很快会反映到商品价格上

260
00:11:08,539 --> 00:11:09,679
近几个月哈

261
00:11:09,679 --> 00:11:13,620
这较高的退税金额支撑着嗯消费者支出

262
00:11:13,620 --> 00:11:16,599
但是部分效果呢被油价上涨所抵消

263
00:11:16,599 --> 00:11:19,038
尽管本周油价有所回落

264
00:11:19,038 --> 00:11:21,519
但是布伦特原油期货价格

265
00:11:21,519 --> 00:11:25,578
仍然比暂时爆发前还高出了超30%

266
00:11:25,578 --> 00:11:27,578
如果没有这个股票的话

267
00:11:27,578 --> 00:11:30,879
就现在呃少量建一批仓也是可以的

268
00:11:30,879 --> 00:11:32,200
等后面跌的更多

269
00:11:32,200 --> 00:11:33,659
跌到年线附近的话

270
00:11:33,659 --> 00:11:36,679
我觉得正式再买多买入一些这种股票呢

271
00:11:36,679 --> 00:11:39,318
就是当呃市场下跌了呀

272
00:11:39,318 --> 00:11:40,879
哪里又打起来了呀

273
00:11:40,879 --> 00:11:43,889
出什么幺蛾子的时候才会真正的大涨

274
00:11:43,889 --> 00:11:47,929
不然的话资金就会去炒其他呃AI股啦

275
00:11:47,929 --> 00:11:48,990
太空股啦

276
00:11:48,990 --> 00:11:51,799
暂时就冷落这些防御性股票哈

277
00:11:51,799 --> 00:11:53,820
罗宾沪的股价今天大涨

278
00:11:53,820 --> 00:11:56,940
似乎有这个行情正式启动的迹象

279
00:11:56,940 --> 00:11:58,419
所以要扶稳坐好

280
00:11:58,419 --> 00:11:59,960
先别急着下车

281
00:11:59,960 --> 00:12:03,639
美国官方推出的儿童专属理财项目

282
00:12:03,639 --> 00:12:06,559
川普账户配套app呢正式上线了哈

283
00:12:06,559 --> 00:12:10,620
这款app由纽约梅隆银行与罗宾户的联合打造

284
00:12:10,620 --> 00:12:13,659
另外罗宾hood还正式推出了新功能

285
00:12:13,659 --> 00:12:16,379
就是以后可以让AI来帮你炒股了

286
00:12:16,379 --> 00:12:20,379
这是首家项散户提供自主AI代理交易服务

287
00:12:20,379 --> 00:12:21,690
的主流券商

288
00:12:21,690 --> 00:12:25,009
嗯不过万一AI要是让投资者亏钱了

289
00:12:25,009 --> 00:12:27,480
不知道平台后面会不会被告呀

290
00:12:27,480 --> 00:12:29,200
宽元贝斯股价今年也上涨

291
00:12:29,200 --> 00:12:31,659
虽然暂时还处于5日均线下方

292
00:12:31,659 --> 00:12:33,860
估计要反弹了嗯

293
00:12:33,860 --> 00:12:37,859
资金可能要快速的这个轮动几天哈

294
00:12:37,859 --> 00:12:40,179
随着美国中期选举临近

295
00:12:40,179 --> 00:12:45,100
加密行业庞大的政治资金正转向支持共和党

296
00:12:45,100 --> 00:12:49,029
超级政治行动委员会以及他附属机构呢

297
00:12:49,029 --> 00:12:52,509
仍然是加密选举影响力的主要力量

298
00:12:52,509 --> 00:12:56,590
而且已经在多场国会竞选中投入了数千万美元

299
00:12:56,590 --> 00:12:58,000
并且取得胜利

300
00:12:58,000 --> 00:13:00,200
微软今天涨3.5%

301
00:13:00,200 --> 00:13:01,799
收盘站上了半年线

302
00:13:01,799 --> 00:13:04,320
希望接下来能够继续保持这个势头

303
00:13:04,320 --> 00:13:06,159
向上方年线靠近

304
00:13:06,159 --> 00:13:07,659
the information报道称

305
00:13:07,659 --> 00:13:11,159
微软将会在下周举行的年度开发者大会上

306
00:13:11,159 --> 00:13:13,779
推出一系列全新的AI模型

307
00:13:13,779 --> 00:13:14,139
呃

308
00:13:14,139 --> 00:13:16,740
公司将推出一款编程模型

309
00:13:16,740 --> 00:13:21,169
以提高它的github copilot的市场竞争力

310
00:13:21,169 --> 00:13:24,850
还计划宣布多种不同参数规模的新模型

311
00:13:24,850 --> 00:13:28,049
他们将会专注于语音转文字啊

312
00:13:28,049 --> 00:13:31,929
推理语音以及图像等特定任务的领域

313
00:13:31,929 --> 00:13:33,730
附图公布了财报

314
00:13:33,730 --> 00:13:35,029
股价今天回落

315
00:13:35,029 --> 00:13:38,159
受18.5亿元罚款的影响

316
00:13:38,159 --> 00:13:41,519
公司Q1净利润同比下滑61%

317
00:13:41,519 --> 00:13:44,320
但若是剔除掉该一次性影响呢

318
00:13:44,320 --> 00:13:47,549
调整后净利润同比增长36%

319
00:13:47,549 --> 00:13:50,009
针对跨境监管新政

320
00:13:50,009 --> 00:13:51,490
公司管理层回应称

321
00:13:51,490 --> 00:13:54,330
这次调整为全行业统一要求

322
00:13:54,330 --> 00:13:56,259
就不是公司自身的问题哈

323
00:13:56,259 --> 00:13:57,759
截止一季度末

324
00:13:57,759 --> 00:14:01,169
内地客户占集团总数约13%

325
00:14:01,169 --> 00:14:03,690
资产占比呢约17%

326
00:14:03,690 --> 00:14:06,299
收入贡献约20%

327
00:14:06,299 --> 00:14:08,480
海外市场与创新业务

328
00:14:08,480 --> 00:14:11,299
正构成抵御风险的双轮驱动

329
00:14:11,299 --> 00:14:15,610
海外市场是集团未来的关键的增长引擎呃

330
00:14:15,610 --> 00:14:18,950
马来西亚与香港合计贡献超半数

331
00:14:18,950 --> 00:14:21,470
竞争客户海外品牌

332
00:14:21,470 --> 00:14:24,370
某某客户占比呢已经超过55%

333
00:14:24,370 --> 00:14:27,039
五个国家的收入增速超过了百分之百

334
00:14:27,039 --> 00:14:28,179
管理层表示

335
00:14:28,179 --> 00:14:33,568
预计不会对全年80万获客指引产生实质影响

336
00:14:33,568 --> 00:14:37,059
附图CEO李华先生在业绩会上回应称

337
00:14:37,059 --> 00:14:40,000
公司已经全面停止为内地客户开户了

338
00:14:40,000 --> 00:14:41,019
两年的整治期

339
00:14:41,019 --> 00:14:43,149
并非要求清退账户

340
00:14:43,149 --> 00:14:47,350
而是限制客户在境内的入金与买入行为

341
00:14:47,350 --> 00:14:51,009
就是你人肉身在境外的话就无所谓了

342
00:14:51,009 --> 00:14:52,289
在美国市场

343
00:14:52,289 --> 00:14:54,370
某某final秀与附图clearing

344
00:14:54,370 --> 00:14:57,580
已经于5月获得了NFA批准

345
00:14:57,580 --> 00:15:00,889
开展预测市场经济以及清算业务

346
00:15:00,889 --> 00:15:03,250
产品与系统建设已经完成

347
00:15:03,250 --> 00:15:06,649
预计近期向美国零售投资者开放

348
00:15:06,649 --> 00:15:09,149
涵盖了体育赛事等事件

349
00:15:09,149 --> 00:15:10,129
合约交易

350
00:15:10,129 --> 00:15:11,830
因为世界杯快到了嘛

351
00:15:11,830 --> 00:15:13,379
体育博彩呃

352
00:15:13,379 --> 00:15:15,480
压住应该会有一波行情哈

353
00:15:15,480 --> 00:15:16,639
大家也可以关注一下

354
00:15:16,639 --> 00:15:19,860
美股市场里的一些相关的体育博彩股票

355
00:15:19,860 --> 00:15:21,820
盘后还有几只软件股

356
00:15:21,820 --> 00:15:25,259
ESTCO克达MONGODB都公布了财报呃

357
00:15:25,259 --> 00:15:26,899
股价盘后呢剧烈波动

358
00:15:26,899 --> 00:15:28,330
我们明天再细说

359
00:15:28,330 --> 00:15:30,080
那行我们明天见拜拜

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