股市资金流向图：今日沪深两市主力资金净流出165.31亿元，占比1.01%；大单资金净流出91.45亿元，占比0.56%；小单资金净流入175.88亿元，占比1.08%。

Kobeissi reported U.S. household net worth rose $12.5 trillion in Q2 2026 to a record $185.7 trillion, the largest single-quarter increase on record. Net worth has increased for 11 consecutive quarters, up $43.4 trillion over that span and up $83.9 trillion since the COVID shock. The net worth-to-GDP ratio jumped 20 percentage points to 571%, just shy of the 574% peak in Q3 2021. Kobeissi said asset holders have been the primary beneficiaries and warned those without assets risk being left behind.

彭博9月8—10日调查122名市场参与者，77.8%认为10年期美债收益率升至5.00%—5.75%会触发标普500年内回调10%；但选择最多的是5.00%—5.25%，占29.5%，中位受访者的阈值实际落在5.25%—5.50%。因此，5%更像风险区间的入口，并非华尔街公认的机械“崩盘线”。