Interactive Brokers · Financials
IBKR
$90.53
Interactive Brokers, Inc. is an American multinational brokerage firm headquartered in Greenwich, Connecticut.盈透证券股份有限公司是一家总部位于康涅狄格州格林尼治的美国跨国经纪公司。
Financial金融股
Engine stance引擎立场2026-07-20
Constructive — building a base建设性 — 正在筑底
A normal mid-cycle dip below the 10-day average — the real cycle low isn't due for ~11+ trading days. Wait for support t这是跌破 10 日均线的正常周期中段回调——真正的周期低点要到约 11+ 个交易日后才会到来。等待支撑站稳，或等下一个低点构筑成形。
Key Statistics关键统计
Price价格
$90.53
7.1% below 52-week high低于52周高点 7.1%
Beta贝塔
1.89
Moves about 1.9x the market波动幅度约为市场的 1.9 倍
RSI (14)RSI（14）
48
Neutral zone中性区域
Next Earnings下次财报
2026-07-16 (-3d)
Volatility Rank波动率分位
83th pctile
hist. vol. percentile历史波动率分位数
Performance价格表现
| Period周期 | IBKR | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | -3.8% | -1.5% | Lagged the index by 2.3 points落后指数 2.3 个百分点 |
| 1 Month近1月 | -4.8% | +0.6% | Lagged the index by 5.4 points落后指数 5.4 个百分点 |
| 3 Months近3月 | +10.9% | +4.7% | Beat the index by 6.2 points跑赢指数 6.2 个百分点 |
| 6 Months近6月 | +23.7% | +7.8% | Beat the index by 15.9 points跑赢指数 15.9 个百分点 |
| Year to date年初至今 | +34.9% | +9.1% | Beat the index by 25.8 points跑赢指数 25.8 个百分点 |
| 1 Year近1年 | +53.0% | +19.4% | Beat the index by 33.6 points跑赢指数 33.6 个百分点 |
Technicals技术面
RSI (14)RSI（14）
48
Neutral zone中性区域
vs 50-day相对50日均线
+1.6% vs 50-day avg
vs 200-day相对200日均线
+20.9% vs 200-day avg
Volatility rank波动率分位
83th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$87.12
Don't chase above不追高于
$90.53
Stop止损
$87.04
Wait for the pullback等待回撤
Earnings财务业绩
Estimates being raised — 2 analysts预期上调 — 2 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 13.6%
Earnings Per Share每股收益
5yr CAGR5年复合增速: -1.7%
Margins利润率
Piotroski皮奥特罗斯基 3/5
Watch关注
Snapshot Gauges综合指标
Beta市场敏感度
1.89×
0.21×3×
Moves about 1.9× the market波动幅度约为市场的 1.9 倍
Financial Health财务健康
3/5
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Short interest changed -19.6%空头仓位变动 -19.6%
Technical技术面
IBKR daily MACD crossed downIBKR 日线MACD下穿
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±2.82%
Expected weekly move预期周波动
±6.31%
Call wall看涨密集区
$95
Put wall看跌密集区
$85
25d risk reversal25d风险逆转
-12.8%
Skew: 偏斜：fear
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$35.9M net (1 buyers, 3 sellers)-$35.9M 净值（1 买家，3 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Viking Global (Halvorsen) | B | New position新建仓 | 0.3% | 2026-03-31 |
| Egerton Capital | C | Holding持有 | 4.7% | 2026-03-31 |
| Soros Fund Management | B | trimtrim | 0.6% | 2026-03-31 |
Signal History信号历史
BOTTOM WATCH
NEARING A LOW
Jul 16, 2026
IBKR daily MACD crossed downIBKR 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $92.21.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$92.21。
Jul 15, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 15, 2026
IBKR made a new 52-week highIBKR 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $97.41.价格创出52周新高 — 全市场关注的动量/趋势极值。$97.41。
Jul 15, 2026
IBKR daily MACD crossed upIBKR 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $97.41.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$97.41。
Jul 14, 2026
IBKR took relative-strength leadershipIBKR 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $95.61.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$95.61。
Jul 8, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 6, 2026
IBKR took relative-strength leadershipIBKR 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $95.99.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$95.99。
Jul 2, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 2, 2026
IBKR StochRSI turned up from oversoldIBKR StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $91.33.StochRSI重回20上方 — 下行动量趋缓的最早预警。$91.33。
Jul 1, 2026
TOPPING → UPTREND做顶中 → 上涨趋势
HOLD持有
Jul 1, 2026
IBKR took relative-strength leadershipIBKR 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $93.25.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$93.25。
Showing last 15 of显示最近15条，共 114 signals条信号
Factor Profile因子特征
Investment资本投入
-1.6
Low volatility低波动
-0.0
Low market beta低市场敏感度
-1.4
Short interest空头兴趣
+1.1
Company Profile公司档案
Interactive Brokers, Inc. is an American multinational brokerage firm headquartered in Greenwich, Connecticut.盈透证券股份有限公司是一家总部位于康涅狄格州格林尼治的美国跨国经纪公司。
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。