📊 今日情报汇总：本篇奏折共计收录了 7 篇深度推文。
🏆 今日最佳推文：来自 (1) X 上的 Jesse Cohen：“JPMorgan’s Top Stock Picks for 2026: $GOOGL Alphabet $AVGO Broadcom $LLY Eli Lilly $V Visa $XOM Exxon Mobil $CAT Caterpillar $CRM Salesforce $TMO Thermo Fisher $C Citigroup $DIS Disney $SCHW Charles Schwab $GEV GE Vernova $T AT&T $BA Boeing $ANET Arista Networks $KLAC KLA https://t.co/T4kl4Y81fC”（获得 421 个赞）。
采集范围：昨日 06:00 – 今日 06:00 (北京时间) | 筛选标准：单词量 > 100
👤 (1) X 上的 The Kobeissi Letter：“Sovereign wealth funds are cashing in on the AI rally: Assets under management (AUM) of global sovereign wealth funds are up to a record $15.2 trillion, marking the 3rd-consecutive annual increase. Since 2022, AUM has risen +$4.6 trillion, or +43%, amid the AI rally. In 2025 https://t.co/eUeQlVr7aX” 05:51
AI 摘要：全球主权财富基金规模达15.2万亿美元新高，连续三年增长。中东基金引领AI投资热潮，2025年投入超660亿美元，占全球主权投资总额43%。AI成为主权财富配置核心引擎。
📊 指标: 💬28 | ❤️88 | 📝 130词 | 🔗 原文
👤 (1) X 上的 The Kobeissi Letter：“Is the Japanese Yen set to weaken further? The difference between the 10-year Treasury note yield and the Japanese 10Y Government Bond Yield is down to 2.09 percentage points, the lowest since March 2022. Over the last 12 months, this gap has narrowed -1.41 percentage points. https://t.co/fAMxlYtfYU” 04:29
AI 摘要：美日10年期国债利差收窄至2.09%，但日元仍持续走弱，反映市场对日本高债务与利率攀升的担忧加剧。
📊 指标: 💬52 | ❤️304 | 📝 137词 | 🔗 原文
👤 (1) X 上的 Simon Dedic：“After 100+ investments and probably 500-1000 founders pitching me, I can say this with confidence: Tokenomics rarely tell you anything meaningful about the project. But they tell you a lot about the founder. • High FDV → ego & greed issues • Dual equity/token structures →” 23:24
AI 摘要：代币经济模型难以预示项目成败，但能反映创始人特质。优秀产品可克服模型缺陷，而完美模型无法拯救无用产品。
📊 指标: 💬109 | ❤️311 | 📝 123词 | 🔗 原文
👤 (1) eye zen hour 🥶 on X: “$ZEC 2026 UPDATE ⤵️ Price lost the daily Hypertrend at $523 which invalidated consolidation and confirmed the bear flag Current price around $485 Textbook Pullback: ➭ Breakdown occurred with expansion in volume ➭ Price moved directly into the low volume imbalance ➭ The https://t.co/5sd8gX441O” 00:14
AI 摘要：ZEC跌破523美元日线超趋势，确认看跌旗形。现价约485美元，关键阻力523，支撑469。需站上失衡区才能企稳，否则下行风险持续。
📊 指标: 💬13 | ❤️43 | 📝 146词 | 🔗 原文
👤 (1) X 上的 Jesse Cohen：“JPMorgan’s Top Stock Picks for 2026: $GOOGL Alphabet $AVGO Broadcom $LLY Eli Lilly $V Visa $XOM Exxon Mobil $CAT Caterpillar $CRM Salesforce $TMO Thermo Fisher $C Citigroup $DIS Disney $SCHW Charles Schwab $GEV GE Vernova $T AT&T $BA Boeing $ANET Arista Networks $KLAC KLA https://t.co/T4kl4Y81fC” 21:15
AI 摘要：摩根2026年核心股票推荐：涵盖科技、能源、金融、医疗及消费等多元行业龙头。
📊 指标: 💬37 | ❤️421 | 📝 143词 | 🔗 原文
👤 (1) X 上的 CryptosRus：“FORBES: THE BIG 3 CRYPTO THEMES FOR 2026 ARE ALREADY PLAYING OUT The hype cycles are over. Forbes says 2026 will be shaped by real structural shifts that are already visible today: 🧠 Institutions aren’t dabbling anymore They’re building long-term exposure through ETFs, https://t.co/VzKzCbAeGm” 11:30
AI 摘要：2026年加密市场三大趋势：机构长期布局、基建监管落地、区块链融入实体经济。
📊 指标: 💬36 | ❤️262 | 📝 143词 | 🔗 原文
👤 (1) X 上的 CryptosRus：“THE FED IS WORRIED ABOUT FUNDING MARKETS — AND I DON’T THINK THEY LET IT BREAK The December FOMC minutes were pretty clear. The Fed is watching short-term funding markets and knows they could seize up if stress builds. That’s not an abstract risk. That’s the part of the system https://t.co/CxTVAPsBFg” 08:45
AI 摘要：美联储关注短期融资市场流动性压力，已做好干预准备以防范风险。
📊 指标: 💬23 | ❤️179 | 📝 231词 | 🔗 原文
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