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		"body": "<span id=\"docs-internal-guid-4d9ab49e-7fff-967a-be2c-fa73a5c6a737\" style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\"><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">美国中文网张心纽约报道 “石油正在成为德黑兰手中最锋利的武器。” 这是今天华尔街流传最广的一句话，而市场也确实感受到了这种切肤之痛。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">今天的美国股市惨遭“黑色星期四”，三大股指集体跳水。道指收盘时狂泻约739点，跌幅超过1.5%，直接跌破47000点大关，创下今年年内的收盘新低。 纳指与标普500指数的跌幅也均超过了1.5%。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">盘面上看，除了埃克森美孚（Exxon Mobil）和雪佛龙（Chevron）等能源巨头在油价的推动下逆势上涨外，其他板块几乎全线下跌。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">而这背后的推手，正是原油。在伊朗新任最高领袖穆杰塔巴强硬表态，将持续封锁霍尔木兹海峡后。油价应声上涨。布伦特原油期货收盘飙升超过10%，报每桶101美元左右，这是自2022年8月以来，国际基准油价首次在收盘时重返“三位数时代”。美国基准原油今天也暴涨约10%，徘徊在每桶96美元附近。<\/span><\/p><\/span><span id=\"docs-internal-guid-966ebd11-7fff-b5e4-5753-cbeff42d4a0c\" style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\"><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">尽管国际能源署日前批准释放4亿桶战略储备，美国也释放了1.72亿桶储备原油，但远水解不了近渴。国际能源署今天发出严厉警告，称中东战火已引发全球原油市场最大规模的供应中断。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">该机构报告指出，受战火波及，海湾国家日产量被迫缩减1000万桶，这相当于全球每天一成的需求。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">高盛银行今天也发布警告称，油价的高点远未到来，如果封锁持续，3月和4月的均价可能飙升至每桶110美元。而唯一的解药只有恢复航运。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">美国能源部长赖特则在接受CNBC采访时坦言，美国海军目前“尚未准备好”护送油轮通过海峡。 虽然他暗示本月底可能具备能力，但对于市场来说，这几周的时间显得无比漫长。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">分析人士担忧，如果高油价持续，不仅会重创消费信心，更可能让好不容易消散的通胀阴影在中期选举前再度笼罩全美。目前，市场对联储年内降息的预判已从两次降至一次。<\/span><\/p><\/span><script id='_trs_ta_js' src='//ta.trs.cn/c/js/ta.js?mpid=4701' async='async' defer='defer'></script>",
    	"abs": "美国中文网张心纽约报道 “石油正在成为德黑兰手中最锋利的武器。” 这是今天华尔街流传最广的一句话，而市场也确实感受到了这种切肤之痛。 今天的美国股市惨遭“黑色星期四”，三大股指集体跳水。道指收盘时狂泻约739点，跌幅超过1.5%，直接跌破47000点大关，创下今年年内的收盘新低。 纳指与标普500指数的跌幅也均超过了1.5%。 盘面上看，除了埃克森美孚（Exxon Mobil）和雪佛龙（Chevron）等能源巨头在油价的推动下逆势上涨外，其他板块几乎全线下跌。 而这背后的推手，正是原油。在伊朗新任最高领袖穆杰塔巴强硬表态，将持续封锁霍尔木兹海峡后。油价应声上涨。布伦特原油期货收盘飙升超过10%，报每桶101美元左右，这是自2022年8月以来，国际基准油价首次在收盘时重返“三位数时代”。美国基准原油今天也暴涨约10%，徘徊在每桶96美元附近。 尽管国际能源署日前批准释放4亿桶战略储备，美国也释放了1.72亿桶储备原油，但远水解不了近渴。国际能源署今天发出严厉警告，称中东战火已引发全球原油市场最大规模的供应中断。 该机构报告指出，受战火波及，海湾国家日产量被迫缩减1000万桶，这相当于全球每天一成的需求。 高盛银行今天也发布警告称，油价的高点远未到来，如果封锁持续，3月和4月的均价可能飙升至每桶110美元。而唯一的解药只有恢复航运。 美国能源部长赖特则在接受CNBC采访时坦言，美国海军目前“尚未准备好”护送油轮通过海峡。 虽然他暗示本月底可能具备能力，但对于市场来说，这几周的时间显得无比漫长。 分析人士担忧，如果高油价持续，不仅会重创消费信心，更可能让好不容易消散的通胀阴影在中期选举前再度笼罩全美。目前，市场对联储年内降息的预判已从两次降至一次。"
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      "body": "<p><span id=\"docs-internal-guid-b7707a6d-7fff-3e46-1aec-f10d91a075d6\" style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\"><\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">美国中文网张心纽约报道 由于人工智能引发的市场焦虑情绪有所缓解，加上最新公布的多项宏观数据证明美国经济依然稳健，美股今天反弹动能增强。即使联储会议纪要释放了“可能加息”的冷信号，但市场在科技板块的带领下震荡上行。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">截止收盘，三大股指集体收涨。标普500指数上涨至6,880点附近，成分股内超六成个股走高；道指收涨0.26%；纳指表现最为强劲，凭借科技股的集体跃升，涨幅达0.78%。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">近期，华尔街对AI的关注点发生了微妙且戏剧性的转变：从此前质疑科技巨头“砸钱变现”的能力，转向担忧AI技术过于强大，进而对非科技领域的传统商业模式构成威胁。这种情绪的波动引发了剧烈的板块轮动。今天，英伟达、亚马逊及美光科技等核心标的涨势喜人，市场信心出现修复迹象。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">今天市场最大的宏观层面变量来自联储发布1月会议纪要。<\/span><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">纪要显示，虽然多数官员认为就业下行风险已有所缓解，但通胀粘性依然是核心威胁。<\/span><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">“数名”官员甚至建议，如果通胀停留在目标上方，联储可能需要进一步加息。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">尽管如此，纪要并未击垮市场信心。FedWatch工具显示，投资者仍普遍预计年内至少会有两次降息，且首降窗口大概率定于6月前。<\/span><\/p><p><span id=\"docs-internal-guid-1a593efd-7fff-6fe6-655a-82bbd6243eb0\" style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\"><\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">另一项备受市场关注的是“股神”巴菲特的最新持仓。他在卸任伯克希尔·哈撒韦公司CEO前，最后一个季度继续调整科技巨头持仓，在减持多只重仓股的同时，首次建仓传统媒体纽约时报。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">根据伯克希尔递交美国证监会的13F文件披露，该公司2025年第四季度大幅削减所持的亚马逊股份，并且连续第三个季度减持苹果。伯克希尔还继续抛售美国银行，对该行的持股比例降至7%左右。<\/span><\/p><p><span style=\"font-family: 微软雅黑, Microsoft YaHei; font-size: 16px; margin-bottom: 10px; line-height: 1.5em;\">令人意外的是，纽约时报是伯克希尔四季度唯一新进的个股，当季建仓超过506万股，市值约3.52亿美元。持仓公布后，纽约时报今天的盘内交易数据创下历史新高。<\/span><\/p><br class=\"Apple-interchange-newline\"><script id='_trs_ta_js' src='//ta.trs.cn/c/js/ta.js?mpid=4701' async='async' defer='defer'></script>"
          
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      "body": "一边是国土安全部“停摆”风险持续发酵，一边是“国情咨文大戏”即将上演。美国政治舞台，正在同步推进两条主线。就在国土安全部因拨款分歧陷入停摆之际，白宫宣布：总统川普将于2月24日，在国会参众两院联席会议上发表国情咨文演讲。这将是川普重返白宫之后，首次正式发表国情咨文。<script id='_trs_ta_js' src='//ta.trs.cn/c/js/ta.js?mpid=4701' async='async' defer='defer'></script>"
          
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