财经日报 — 2026-10-02

生成时间:2026-10-02 07:41 GMT+8 | 数据来源:Yahoo Finance / CoinGecko / Alternative.me

隔夜美股

指数收盘价涨跌幅
道琼斯(DJI)50,926.56+0.04%
标普500(SPX)7,666.45+0.19%
纳斯达克(NDX)26,871.60+0.04%

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uSMART20$369.80$354.11-0.25%-$313.80-4.24%
LNG 液化天然气uSMART10$286.28$272.40+1.34%-$138.80-4.85%
QQQM 纳指100uSMART19$251.64$305.57-0.10%+$1,024.67+21.43%
VOO 标普500uSMART3$628.57$702.35-0.19%+$221.34+11.74%
BOTZ 机器人ETFuSMART62$37.23$35.43-0.20%-$111.60-4.83%
TQQQ 三倍纳指uSMART14$44.81$78.73-0.22%+$474.88+75.70%
SMH 半导体ETFuSMART1$414.90$617.81+1.05%+$202.91+48.91%
TSLA 特斯拉复星12$404.87$354.11-0.25%-$609.16-12.54%
SLV 白银ETF复星13$101.00$55.02+0.92%-$597.74-45.52%
PL Planet Labs复星20$34.71$16.14-1.88%-$371.40-53.50%
BOTZ 机器人ETF复星13$38.22$35.43-0.20%-$36.27-7.30%
MSFT 微软复星1$386.42$512.80-0.31%+$126.38+32.71%
RXRX Recursion复星100$3.60$4.07-2.33%+$47.00+13.06%
CRWV CoreWeave复星3$96.06$88.57+1.51%-$22.47-7.80%
OKLO Oklo复星127$76.64$36.14-3.16%-$5,143.50-52.84%
CRCL Circle复星11$105.29$82.91+1.38%-$246.18-21.26%
SAP SAP SEuSMART20$172.19$210.79+1.11%+$772.00+22.42%

全权委托账户:

VPU Vanguard公用事业ETF全权委托1$188.64$171.92+0.54%-$16.72-8.86%
ASEA 东南亚ETF全权委托13$18.19$20.90-0.39%+$35.23+14.90%
MAGS 壮丽七ETF全权委托5$67.60$71.44-1.07%+$19.20+5.68%
XBI 生物科技ETF全权委托2$114.83$154.51-2.26%+$79.36+34.56%
SCHP 抗通胀ETF全权委托5$26.81$25.15+0.04%-$8.30-6.19%
LQD 投资级债ETF全权委托2$110.72$102.03-1.33%-$17.38-7.85%
GVI 中期政府债ETF全权委托1$107.30$102.97-0.03%-$4.33-4.04%
BND 总体债券ETF全权委托2$74.23$70.09-0.53%-$8.28-5.58%
JNK 高收益债ETF全权委托3$96.38$92.30-0.49%-$12.24-4.23%
SHV 短期美债ETF全权委托6$110.22$110.05-0.24%-$1.02-0.15%

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¥4,287+¥20,192+7.94%
2644.T 日本半导体ETF82¥3,320¥4,399+¥88,454+32.49%

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$38,287$43,009$-4,722-10.98%
全权委托$2,620$2,554+$66+2.56%
日本账户(×157.9)~$4,023~$3,335+$688+20.64%
📊 全仓合计:总浮盈亏 $-3,968(-8.11%)

盘后重要异动:


加密市场

标的价格24h涨跌
BTC$84,785+1.47%
ETH$2,705+0.80%

宏观要闻

今日经济数据:

【advisorperspectives.com】[2026-09-16] Fed’s Interest Rate Decision: September 16, 2026 - dshort - Advisor Perspectives

The latest "dot plot" from September 2026 shows a committee that expects to keep interest rates higher for longer than previously thought. For the end of 2026, most officials now expect the benchmark interest rate to sit between 4.1% and 4.4% (up from their previous estimate of 3.6% to 4.1%). While

【federalreserve.gov】Federal Reserve Board - H.15 - Selected Interest Rates (Daily) - September 28, 2026

10-year4.964.965.115.185.17
20-year5.335.335.455.535.54
30-year5.295.295.405.475.49
Inflation indexed 10
5-year2.502.512.652.702.64
7-year2.552.562.702.772.73
10-year2.622.632

【tradingeconomics.com】United States Calendar

05:00 PM---US3-Year Note Auction4.474%
08:30 PM---USAPI Crude Oil Stock Change OCT/021.019M
11:00 PM---USFed Logan Speech
Wednesday October 07 2026

【polymarket.com】Polymarket

The "Another Fed rate hike in 2026?" market is scheduled to resolve on or around Dec 8, 2026. This means trading will remain open and the odds will continue to shift as new information emerges until that date. The exact resolution timing depends on when the official result becomes available, as outl

【youtube.com】Interest Rates Left Unchanged, Some Fed Members See Hike in 2026

to 2.2%, from 2.4% previously. And then if you look at, you know, the next two years as far as the fed medium rate forecast, 3.375%, the forecast for was for 3.125%. And that was the previous level also. So we're seeing a little bit of weakness here. Looking at the ten year yields here 4.46. They've

政策动态:

【amfasinternational.com】U.S. Trade Policy & Tariff Updates | Amfas International

Pharmaceutical companies began negotiating deals to avoid penalties (e.g., AstraZeneca committing new U.S. investments).

Courts & Legal Pressure: Federal Circuit ruling still stayed; Supreme Court hearing expected November.

Nov 3: White House fact sheet released details of tariff phasing and “crit

【aprio.com】Trade Deficits, Tariffs, and the 2026 U.S. Trade Policy Agenda – Aprio

United States: 4% average most-favored-nation (MFN) tariff rate

European Union: 5%

China: 10%

Vietnam:7%

Brazil:4%

India:8%

But tariffs are just one piece of this puzzle. The 2026 Trade Policy Agenda also targets foreign wage suppression, government subsidies, unfair regulatory hurdles, and cu

【oiaglobal.com】2026 Tariff Updates

50% tariff: Articles made entirely or almost entirely of steel, aluminum, or copper (e.g., coils, sheets).

25% tariff: Derivative products substantially made of these metals.

15% tariff (through 2027): Certain metal-intensive industrial and electrical grid equipment to support U.S. industrial expa

【atlanticcouncil.org】Trump Tariff Tracker - Atlantic Council

As a result, the administration has moved to reconstruct the tariff wall through an expanded use of Sections 301 and 232. While existing Section 232 tariffs remain in place, it has launched two major Section 301 investigations aimed at maintaining what officials describe as “virtually unchanged tari

【wita.org】2026 Virtual Intensive Trade Seminar | WITA Academy

Professor Claussen has testified before the U.S. Congress, UK House of Lords, and European Parliament on topics related to U.S. tariff laws and executive power, on which she is a leading authority. In summer 2026, she is a visiting fellow at Campion Hall at the University of Oxford, and for the 2026


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