纳指100上半年涨幅近100%来自10只股票
Almost all of the Nasdaq-100’s gains in the first half of 2026 came from just 10 stocks
Micron led the way, contributing 26% of the Nasdaq-100’s first-half returns and 17% of the S&P 500’s gains, according to Jefferies.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力