以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Goldman
21 atoms · 跨 15 天 · 首见 2026-04-27 · 最近 2026-07-01
三色: 🟦 fact 9 · 🟥 take 12 · stance ▲2/▼8/◆5
来源: X 21
时态: fresh:19 · stale:1 · aging:1
标签: 好信源:12 · 好观点:11 · 好数字:6 · 好思考:1
叙事 (narrative) (7)
- 2026-06-07 · partner sees shifting supply/demand balance in equity market
Goldman Partner Sees Shifting Supply/Demand Balance In The Equity Market
tags: 好观点·好信源 · → daily
- 2026-05-18 · 对冲市场狂热后回调策略
How Goldman Is Hedging The Coming Hangover
tags: 好思考 · → daily
- 2026-05-13 · warns about bonds risk
Goldman Partner Warns 'Watch Bonds!'
tags: 好观点·好信源 · → daily
value: direction=downside
- 2026-06-10 · 观点: 散户交易和期权定价显示预期过高，机构投资者对涨速和AI单一交易表示担忧
Retail trading and options pricing suggest elevated expectations, while institutional investors express concern about the speed of the rally and the market being “One Big Trade” tied to AI
tags: 好信源 · → daily
- 2026-06-08 · 预览苹果 WWDC
Goldman And UBS Preview Apple's WWDC: AI Siri Takes Center Stage
tags: 好信源 · → daily
- 2026-05-22 · Pasquariello 回答基金经理关于市场的问题
Goldman's Pasquariello Answers Money Managers' Top 5 Questions
tags: 好信源 · → daily
- 2026-04-30
[老化中] · 关于油价的分歧观点：专家认为被低估且便宜，非专家认为该转向其他资产
Oil px action + setup still binary in conversations... specialists: mispriced and cheap vs generalists: 'time to move on' - Goldman
tags: 好观点 · → daily
预测 (forecast) (7)
- 2026-07-01 ⭐ · 2030 月代币量预测
Goldman's forecast for 120 quadrillion monthly tokens by 2030
tags: 好数字·好观点·好信源 · → daily
value: qty=120 quadrillion · date=2030
- 2026-06-15 · Momentum factor usually struggled during few months following similarly sharp rallies
Following similarly sharp rallies in the past, the Momentum factor has usually struggled during the subsequent few months
tags: 好观点·好信源 · → daily
- 2026-06-15 · current market characteristics suggest volatility will persist
In addition to the historical precedent, the current market characteristics of elevated trading leverage, still-narrow market breadth, and uncertainty about both the macro outlook and the AI build-out suggest volatility will persist
tags: 好观点·好信源 · → daily
- 2026-05-28 · 预测消费者收入与支出将因通胀上升及退税耗尽而下滑
Goldman Warns Consumer Income, Spending To Slide On Higher Inflation With Tax Refunds Spent
tags: 好观点·好信源 · → daily
value: direction=down · metric=消费者收入与支出
- 2026-04-27 · Gulf production recovery assumption change
a slower Gulf production recovery
tags: 好观点·好信源 · → daily
- 2026-06-07 · 利率展望
Top Goldman Trader Sees 'No Rates Reprieve'
tags: 好观点 · → daily
value: qty=no rates reprieve
- 2026-05-29 · 预测电容器需求激增将提振相关股票
Why Goldman Thinks Soaring Capacitor Demand Will Spark A Surge In These Stocks
tags: 好观点 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-04-27
[老旧] · 判断全球宏观市场急需解决方案
Global Macro Markets Are Desperate For A Resolution
tags: 好观点 · → daily
事实 (fact) (6)
- 2026-06-15 ⭐ · narrow-breadth Momentum rally had driven sharpest two-month S&P 500 return since 1971 scaled relative to volatility
a narrow-breadth Momentum rally had driven the sharpest two-month S&P 500 return since 1971, when scaled relative to volatility
tags: 好数字·好信源 · → daily
- 2026-06-09 · explore trading compute futures
Goldman, JPMorgan explore trading compute futures
tags: 好信源 · → daily
- 2026-06-05 · market positioning skew
Goldman mid-day wrap: We are currently skewed 3.8% better for sale.
tags: 好数字 · → daily
value: direction=3.8% better for sale
- 2026-06-05 · LO skew
LOs are skewed 1.6% better to buy with demand in consumer discretionary, health care, and financials
tags: 好数字 · → daily
value: direction=1.6% better to buy
- 2026-06-05 · HF skew
HFs are skewed 4.6% better for sale with supply in macro products, materials, and financials.
tags: 好数字 · → daily
value: direction=4.6% better for sale
- 2026-05-08 · revenue lead in China
Goldman reclaims the revenue lead
tags: 好数字 · → daily
时间轴 (近 20)
- 2026-07-01 ·
forecast · 2030 月代币量预测 · → daily
- 2026-06-15 ·
fact · narrow-breadth Momentum rally had driven sharpest two-month · → daily
- 2026-06-15 ·
forecast · Momentum factor usually struggled during few months followin · → daily
- 2026-06-15 ·
forecast · current market characteristics suggest volatility will persi · → daily
- 2026-06-10 ·
narrative · 观点: 散户交易和期权定价显示预期过高，机构投资者对涨速和AI单一交易表示担忧 · → daily
- 2026-06-09 ·
fact · explore trading compute futures · → daily
- 2026-06-08 ·
narrative · 预览苹果 WWDC · → daily
- 2026-06-07 ·
forecast · 利率展望 · → daily
- 2026-06-07 ·
narrative · partner sees shifting supply/demand balance in equity market · → daily
- 2026-06-05 ·
fact · market positioning skew · → daily
- 2026-06-05 ·
fact · LO skew · → daily
- 2026-06-05 ·
fact · HF skew · → daily
- 2026-05-29 ·
forecast · 预测电容器需求激增将提振相关股票 · → daily
- 2026-05-28 ·
forecast · 预测消费者收入与支出将因通胀上升及退税耗尽而下滑 · → daily
- 2026-05-22 ·
narrative · Pasquariello 回答基金经理关于市场的问题 · → daily
- 2026-05-18 ·
narrative · 对冲市场狂热后回调策略 · → daily
- 2026-05-13 ·
narrative · warns about bonds risk · → daily
- 2026-05-08 ·
fact · revenue lead in China · → daily
- 2026-04-30 ·
narrative · 关于油价的分歧观点：专家认为被低估且便宜，非专家认为该转向其他资产 · → daily
- 2026-04-27 ·
position · 判断全球宏观市场急需解决方案 · → daily
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