Archived briefing Today's briefing
Saturday, October 31, 2026
避险情绪升温Risk-off
成长股遭集中抛售，VIX跳升，市场迅速转入防守。
Share
S&P 500
7,580.07
-1.82%
NASDAQ 100
28,384.85
-3.46%
Dow Jones
51,770.31
-1.09%
VIX Fear Index
19.54
+13.60%
红线警报
科技股重挫，VIX为何突然拉响警报？
纳指100收红3.46%，明显弱于标普500的1.82%和道指的1.09%，抛压集中在高估值成长股。VIX翻绿13.60%，警报已响；先看SPY能否重返20日均线，别急着接飞刀。
资金大挪移
钱正从科技撤向防守，聪明钱在躲什么？
流入评分依次为IT服务+75、化工+67、国防科技+67；流出评分依次为锂电池-74、半导体指数-63、量子计算-59。环境偏空，优先观察S级、避开C级。
芯片雷暴
英特尔暴跌30%，价值陷阱还是错杀？
Alphabet创纪录暴跌，Intel重挫30%并给出疲弱指引，AI高投入、回报受疑的故事拖累科技股。Everest Group再遭证券集体诉讼；接下来重点盯业绩与指引，别把暴跌自动当成便宜。
Top inflows
- ACNIT Services+3.75%
- LINChemicals+1.31%
- SHLDDefense Tech-0.27%
Top outflows
- LITLithium-4.29%
- SMHSemis Index (SMH)-6.98%
- IONQQuantum Computing-6.74%
Archived AI-generated market briefing, for informational purposes only — not investment advice. Data as of the briefing date.