https://blog.alansun.host/tags/%E6%A0%87%E6%99%AE500/Recent content in 标普500 on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Fri, 06 Nov 2026 00:00:00 +0000https://blog.alansun.host/posts/20261106_%E7%BE%8E%E8%82%A1%E6%B5%81%E5%8A%A8%E6%80%A7%E6%9E%81%E5%80%BC%E4%B8%8E%E7%BB%93%E6%9E%84%E8%84%86%E5%BC%B1_bravosresearch/Fri, 06 Nov 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261106_%E7%BE%8E%E8%82%A1%E6%B5%81%E5%8A%A8%E6%80%A7%E6%9E%81%E5%80%BC%E4%B8%8E%E7%BB%93%E6%9E%84%E8%84%86%E5%BC%B1_bravosresearch/Bravos Research 视频深度笔记：系统剖析美股表面创新高背后的五重结构性暗雷。涵盖标普500广度严重背离、席勒市盈率（CAPE Ratio）逼近历史泡沫极值、机构净多头头寸透支与现金缓冲枯竭、收益率曲线解除倒挂后的历史衰退规律，以及普通投资者构建不对称防御矩阵的实战指南。https://blog.alansun.host/posts/20261028_%E7%BE%8E%E8%81%94%E5%82%A8%E7%BB%B4%E6%8C%81%E5%88%A9%E7%8E%87%E4%B8%8D%E5%8F%98%E4%B8%8E%E4%B8%AD%E6%9C%9F%E9%80%89%E4%B8%BE%E5%90%8E%E7%9A%84%E5%B8%82%E5%9C%BA%E8%A1%A8%E7%8E%B0/Wed, 28 Oct 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261028_%E7%BE%8E%E8%81%94%E5%82%A8%E7%BB%B4%E6%8C%81%E5%88%A9%E7%8E%87%E4%B8%8D%E5%8F%98%E4%B8%8E%E4%B8%AD%E6%9C%9F%E9%80%89%E4%B8%BE%E5%90%8E%E7%9A%84%E5%B8%82%E5%9C%BA%E8%A1%A8%E7%8E%B0/Graham Stephan 视频笔记：拆解 3.7% 通胀反弹与 20 年期美债高收益率对股市估值的挤压、标普 500 七巨头高度集中的 K 型分化，以及 1950 年以来 19 次中期选举后美股 100% 上涨的历史规律与应对策略。