SPY · SPDR 标普 500 ETF
SPY — 带来源的观点和研究笔记,按原话记录。不是投资建议。
过去 14 天内已发表研究对 SPY 说了什么
Quant Data 所阅读的付费研究机构中,以 SPY 为主要标的的文章,取自截至 2026-10-23 的收录台账。标题归各研究机构所有。这是“谁写了 SPY”的记录,不是对其所写内容的背书。
| 日期 | 研究机构 | 标题 | 方向性表态 |
|---|---|---|---|
| 2026-10-21 | James Bulltard | A Recap of October 21, 2026 | 5 |
每篇文章只标注一个主要标的;在讨论其他标的的文章中顺带提及 SPY 不计入。
关于 SPY 的方向性表态,有据可查
每一行都是一个带日期的事实:某个具名来源对 SPY 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。
| 日期 | 研究机构 | 经由 | 表态 | 表态内容 |
|---|---|---|---|---|
| 2026-10-13 | TMT Breakout | Paul Tudor Jones | 看空 | Expects to be short the market in 2027 due to massive equity supply from AI IPOs and unlocks. |
| 2026-10-02 | Macro Charts | Macro Charts | 看多 | Calls the setup asymmetric with $760 as the line in the sand; a hammer and bull flag at support, with SPY possibly making new highs within days. |
| 2026-10-01 | James Bulltard | author's own account | 中性 | Added no positions on 10/1 with SPY under its 50-day average; calls the payrolls report close to binary and says carrying maximum risk through it is a gamble. |
提及 SPY 的研究笔记
- 2026年10月21日 — Quant Data Daily Research Notes: 10 pieces from 6 publishers covering SpaceX, Netflix, and Meta earnings
- 2026年10月19日 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- 2026年10月16日 — Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift
- 2026年10月13日 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- 2026年10月8日 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- 2026年10月7日 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- 2026年10月6日 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- 2026年10月5日 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- 2026年10月2日 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- 2026年10月1日 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 2026年9月30日 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- 2026年9月11日 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- 2026年9月4日 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- 2026年9月3日 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
- 2026年9月2日 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto
- 2026年9月1日 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
带来源的观点和研究笔记,按原话记录。不是投资建议。
Free daily notes by email
One email per publishing day: the statements the paid research publishers made about this ticker and the others, as an attributed ledger. Free; unsubscribing deletes the address.