QuantMind 本周市场周报 - 2026年5月8日
AI内存超级周——MU +33.22%、AMD +26.33%财报双双历史级超预期,QQQ +5.42%创年内最强单周;FOMC按兵不动但4票反对(1992年来最多),UAE退出OPEC+引爆能源XLE -5.16%崩盘。
Tag
AI内存超级周——MU +33.22%、AMD +26.33%财报双双历史级超预期,QQQ +5.42%创年内最强单周;FOMC按兵不动但4票反对(1992年来最多),UAE退出OPEC+引爆能源XLE -5.16%崩盘。
Aggressive Risk-On: Strait of Hormuz reopens, oil crashes >10%. SPY +4.83% to $710 turns YTD positive. Tech XLK +8.45% leads with TSLA +14.44%, AMD +13.62% (20-year longest streak), MSFT +13.16%. BTC breaks 7-month downtrend to $77K.
霍尔木兹海峡重开!油价暴跌10%+科技大爆发,SPY +4.83%破$710转正YTD。TSLA +14.44%、AMD +13.62%(20年最长13日连涨)、MSFT +13.16%(2015年以来最佳周)。银行财报全线超预期。BTC破$77K七月新高。
FOMC hawkish shock! Inflation forecast raised to 2.7%, Powell refuses to rule out rate hikes. SPY -2.96% to $648, 5th straight down week at 4-month low. Only Energy XLE +2.68% positive. AMD +3.26% surges on Samsung HBM deal. MU blowout earnings but sell-the-news. SEC/CFTC classifies 16 tokens as digital commodities.
FOMC鹰派震撼!通胀预测上调至2.7%,Powell不排除加息。SPY五连跌-2.96%至$648创四月新低,全线暴跌-3%仅能源XLE +2.68%独涨。AMD +3.26%逆袭,MU财报超级大超但买预期卖事实。SEC/CFTC认定16代币为数字商品。