生成时间：2026-05-07 07:36 GMT+8 | 数据来源：Yahoo Finance / CoinGecko / Alternative.me
| 指数 | 收盘价 | 涨跌幅 |
|---|---|---|
| 道琼斯（DJI） | 49,910.59 | +1.24% |
| 标普500（SPX） | 7,365.12 | +1.46% |
| 纳斯达克（NDX） | 25,838.94 | +2.02% |
持仓标的表现（对照持仓成本计算浮盈亏）：
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数据来源：soul/my-soul.md 持仓区域（所有账户）
必须展示以下列，逐行列出每个持仓标的：
标的 | 账户 | 股数 | 成本价 | 今日收盘价 | 日涨跌幅 | 浮盈亏(USD或对应币种) | 浮盈亏%
计算公式：浮盈亏金额 = (现价 - 成本) × 股数；浮盈亏% = (现价/成本 - 1) × 100%
绿色=盈利(+)，红色=亏损(-)
-->
| 标的 | 账户 | 股数 | 成本价 | 收盘价 | 日涨跌 | 浮盈亏 | 浮盈亏% |
|---|---|---|---|---|---|---|---|
| TSLA 特斯拉 | uSMART | 20 | $369.80 | $398.73 | +1.99% | +$578.60 | +7.82% |
| LNG 液化天然气 | uSMART | 10 | $286.28 | $261.42 | -2.75% | -$248.60 | -8.68% |
| QQQM 纳指100 | uSMART | 19 | $251.64 | $286.40 | +1.98% | +$660.44 | +13.81% |
| VOO 标普500 | uSMART | 3 | $628.57 | $674.66 | +1.29% | +$138.27 | +7.33% |
| BOTZ 机器人ETF | uSMART | 62 | $37.23 | $39.88 | +2.92% | +$164.30 | +7.12% |
| TQQQ 三倍纳指 | uSMART | 14 | $44.81 | $71.57 | +5.91% | +$374.64 | +59.72% |
| SMH 半导体ETF | uSMART | 1 | $414.90 | $549.76 | +4.52% | +$134.86 | +32.50% |
| TSLA 特斯拉 | 复星 | 12 | $404.87 | $398.73 | +1.99% | -$73.72 | -1.52% |
| SLV 白银ETF | 复星 | 13 | $101.00 | $70.13 | +6.30% | -$401.31 | -30.56% |
| PL Planet Labs | 复星 | 20 | $34.71 | $39.69 | +5.48% | +$99.60 | +14.35% |
| BOTZ 机器人ETF | 复星 | 13 | $38.22 | $39.88 | +2.92% | +$21.58 | +4.34% |
| MSFT 微软 | 复星 | 1 | $386.42 | $413.96 | +0.58% | +$27.54 | +7.13% |
| RXRX Recursion | 复星 | 100 | $3.60 | $3.43 | -0.29% | -$17.00 | -4.72% |
| CRWV CoreWeave | 复星 | 3 | $96.06 | $137.98 | +6.90% | +$125.76 | +43.64% |
| OKLO Oklo | 复星 | 127 | $76.64 | $79.62 | +13.59% | +$378.46 | +3.89% |
| CRCL Circle | 复星 | 11 | $105.29 | $121.80 | +5.10% | +$181.61 | +15.68% |
| SAP SAP SE | uSMART | 20 | $172.19 | $173.13 | +0.43% | +$18.80 | +0.55% |
全权委托账户：
| VPU Vanguard公用事业ETF | 全权委托 | 1 | $188.64 | $198.05 | -1.10% | +$9.41 | +4.99% |
|---|---|---|---|---|---|---|---|
| ASEA 东南亚ETF | 全权委托 | 13 | $18.19 | $19.86 | +1.54% | +$21.71 | +9.18% |
| MAGS 壮丽七ETF | 全权委托 | 5 | $67.60 | $68.46 | +1.79% | +$4.30 | +1.27% |
| XBI 生物科技ETF | 全权委托 | 2 | $114.83 | $137.68 | +2.24% | +$45.70 | +19.90% |
| SCHP 抗通胀ETF | 全权委托 | 5 | $26.81 | $26.81 | +0.07% | +$0.00 | +0.00% |
| LQD 投资级债ETF | 全权委托 | 2 | $110.72 | $109.19 | +0.50% | -$3.06 | -1.38% |
| GVI 中期政府债ETF | 全权委托 | 1 | $107.30 | $106.44 | +0.28% | -$0.86 | -0.80% |
| BND 总体债券ETF | 全权委托 | 2 | $74.23 | $73.55 | +0.47% | -$1.36 | -0.92% |
| JNK 高收益债ETF | 全权委托 | 3 | $96.38 | $96.54 | +0.33% | +$0.48 | +0.17% |
| SHV 短期美债ETF | 全权委托 | 6 | $110.22 | $110.13 | +0.02% | -$0.54 | -0.08% |
日本账户：
| 标的 | 股数 | 成本(¥) | 现价(¥) | 浮盈亏(¥) | 浮盈亏% |
|---|---|---|---|---|---|
| 1308.T 东证指数基金 | 64 | ¥3,972 | ¥3,900 | -¥4,576 | -1.80% |
| 2644.T 日本半导体ETF | 82 | ¥3,320 | ¥3,664 | +¥28,184 | +10.35% |
账户盈亏汇总：
| 账户 | 持仓市值 | 投入成本 | 总浮盈亏 | 总浮盈亏% |
|---|---|---|---|---|
| 主动账户 | $45,172 | $43,009 | +$2,164 | +5.03% |
| 全权委托 | $2,630 | $2,554 | +$76 | +2.97% |
| 日本账户（×156.4） | ~$3,517 | ~$3,366 | +$151 | +4.48% |
📊 全仓合计：总浮盈亏 +$2,391（+4.89%）
盘后重要异动：
| 标的 | 价格 | 24h涨跌 |
|---|---|---|
| BTC | $81,367 | +0.54% |
| ETH | $2,348 | -0.55% |
今日经济数据：
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政策动态：
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The controversy sits inside a wider 2025–2026 pattern of suspicious trading before Trump administration policy surprises outside tariffs.
1. 地缘冲突下的资产分化： 美国与伊朗紧张局势升温推升油价至$110，同时激发市场对安全资产与战略资产的重估。今日科技与AI算力标的成为实际受益者，OKLO（+13.59%）、CRWV（+6.90%）领涨，反映市场对“能源自主+AI基建”逻辑的押注。但需警惕，若冲突持续，高能源成本将反噬制造与运输成本，对LNG（-2.75%）等传统能源运输股构成压制。
2. 政策驱动的科技自主行情： 宏观信号显示台积电扩大在美投资以换取降税，直接引爆半导体与AI硬件板块。SMH（+4.52%）与BOTZ（+2.92%）放量大涨，印证市场对“在岸先进制程”溢价的重新定价。持仓中，TQQQ（+5.91%）与CRCL（+5.10%）的强势表现，显示资金正从降息博弈转向产业落地确定性。
3. 防御性仓位极度脆弱： 白银ETF（SLV）虽日涨6.30%，但持仓仍深亏-30.56%，显示大宗商品波动剧烈且难以把握节奏。全权委托账户中债券类ETF普遍微亏，与权益端的亢奋形成鲜明对比，揭示当前市场“All-in增长、抛弃对冲”的极致结构，一旦风险情绪逆转，此类持仓面临补跌追涨的双重压力。
半导体与AI算力股盘后继续活跃：受台积电在美扩产进展消息提振，SMH与CRWV盘后交易量较盘中均值激增逾40%，买盘持续涌入，显示市场对“关税减免换本土制造”这一交易主题的认可度正在加速扩散。
⚠️ 以上内容仅供参考，不构成投资建议。数据存在延迟，请以实际行情为准。