实时行情与全球市场资讯 - 老虎证券

德银：美股7月下旬以来的“第五轮科技股反弹”已到顶，准备迎接“倒V反转”

华尔街见闻·2026/10/11

德银：美股7月下旬以来的“第五轮科技股反弹”已到顶，准备迎接“倒V反转”

美国AI算力租赁有多贵？“现货价格”是长协的2倍，是云厂商回报门槛的4倍

华尔街见闻·2026/10/11

美国AI算力租赁有多贵？“现货价格”是长协的2倍，是云厂商回报门槛的4倍

全球原油和成品油库存已经告急！高盛模型测算“油价中的风险溢价逼近历史最高”

华尔街见闻·2026/10/11

全球原油和成品油库存已经告急！高盛模型测算“油价中的风险溢价逼近历史最高”

“只剩一笔交易”的美股牛市

华尔街见闻·2026/10/11

“只剩一笔交易”的美股牛市

铜价接近历史高点！瑞银继续唱多：“依旧最看涨”

华尔街见闻·2026/10/11

铜价接近历史高点！瑞银继续唱多：“依旧最看涨”

黄仁勋要“亲自下场”？英伟达洽谈收购“美国DeepSeek”Reflection AI

华尔街见闻·2026/10/11

黄仁勋要“亲自下场”？英伟达洽谈收购“美国DeepSeek”Reflection AI

存储芯片红利消退，千亿美元外资加速撤离韩股

新浪财经·2026/10/11

存储芯片红利消退，千亿美元外资加速撤离韩股

野村警告：美股指数“严重失真”，十只股票贡献标普七成涨幅，警惕柴油带来新冲击

华尔街见闻·2026/10/11

野村警告：美股指数“严重失真”，十只股票贡献标普七成涨幅，警惕柴油带来新冲击

ETF周报 | 2倍做多Palantir ETF涨近22%；巴西ETF涨超14%；三倍做空半导体ETF涨近16%；巴西主题领跑、半导体反向走强

ETF周报·2026/10/11

ETF周报 | 2倍做多Palantir ETF涨近22%；巴西ETF涨超14%；三倍做空半导体ETF涨近16%；巴西主题领跑、半导体反向走强

中国证监会召开资本市场和金融形势专家座谈会

证监会·2026/10/10

中国证监会召开资本市场和金融形势专家座谈会

张忆东：港股10月大概率反弹，先抑后扬，把握两条主线

投资作业本Pro·2026/10/10

张忆东：港股10月大概率反弹，先抑后扬，把握两条主线

“芯片大佬”Pat Gelsinger：从存储、光互联、电气到网络架构，当下是硬件创新的黄金时代

华尔街见闻·2026/10/10

“芯片大佬”Pat Gelsinger：从存储、光互联、电气到网络架构，当下是硬件创新的黄金时代

特斯拉欧洲改称“TAD”，辅助驾驶的边界仍待审批厘清

华尔街见闻·2026/10/10

特斯拉欧洲改称“TAD”，辅助驾驶的边界仍待审批厘清

大资管去杠杆进行时：超长美债期货遭连续七日抛售，技术性抛压浮现

智通财经·2026/10/10

大资管去杠杆进行时：超长美债期货遭连续七日抛售，技术性抛压浮现

中期选举前急压柴油价，特朗普找俄罗斯“救场”，分析师却泼冷水：杯水车薪

智通财经·2026/10/10

中期选举前急压柴油价，特朗普找俄罗斯“救场”，分析师却泼冷水：杯水车薪

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12:46","pubTimestamp":1791693975,"startTime":"0","endTime":"0","summary":"德银将美股科技股评级从超配下调至中性，指出自7月29日启动的第五轮科技股反弹已接近长期趋势通道上轨。当前上行空间仅剩约4个百分点，而历史规律显示下行风险可达16个百分点；预计资金将轮动至其他板块，欧洲市场因科技敞口较低有望相对受益，但强调科技股长期跑赢趋势不变。","market":"other","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".DJI",".IXIC",".SPX","03086","TTTN","VGT","XLK","YSPY","DXD","09834","SPXS","SPY","SPYQ","07522","IVV","07261","SPYH","UDOW","HIBL","SPXL","09086","UPRO","07568","DDM","SMAX","SSO","SPYM","07266","SPUU","03455","03034","DMAX","DOG","SH","MMAX","SPYU","SDS","VOO","SPDN","SPXU","02834","SDOW","DIA"],"symbols_score_info":{"YSPY":0.6,".DJI":2,"DXD":0.6,"09834":0.6,"SPXS":0.6,"SPY":0.6,"SPYQ":0.6,"07522":0.6,"IVV":0.6,"07261":0.6,"SPYH":0.6,"03086":1.5,"UDOW":0.6,"HIBL":0.6,"SPXL":0.6,"09086":0.6,"UPRO":0.6,"07568":0.6,".IXIC":2,"DDM":0.6,"TTTN":1.5,"SMAX":0.6,"VGT":1.5,"SSO":0.6,"SPYM":0.6,"07266":0.6,"SPUU":0.6,"03455":0.6,"03034":0.6,"DMAX":0.6,"DOG":0.6,"SH":0.6,"MMAX":0.6,"SPYU":0.6,"SDS":0.6,"VOO":0.6,"SPDN":0.6,"SPXU":0.6,"02834":0.6,"SDOW":0.6,"DIA":0.6,"XLK":1.5,".SPX":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":".DJI"},{"id":"2674811819","title":"美国AI算力租赁有多贵？“现货价格”是长协的2倍，是云厂商回报门槛的4倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2674811819","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2674811819?lang=zh_cn&edition=fundamental","pubTime":"2026-10-11 11:30","pubTimestamp":1791689436,"startTime":"0","endTime":"0","summary":"AI算力短期现货租赁价格高达每吉瓦400亿至500亿美元/年，而长期合同价格仅为200亿美元/年，超算云运营商的盈亏平衡门槛约为120亿美元/年。但高盛分析，谷歌等超大规模云厂商以高昂溢价租用算力，根本原因是自建产能跟不上，一旦自建产能追上，现货溢价将消失。","market":"us","thumbnail":"https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["WDAI","WISE","AIO"],"symbols_score_info":{"WDAI":1.5,"WISE":1.5,"AIO":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":"WDAI"},{"id":"2674816788","title":"全球原油和成品油库存已经告急！高盛模型测算“油价中的风险溢价逼近历史最高”","url":"https://stock-news.laohu8.com/highlight/detail?id=2674816788","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2674816788?lang=zh_cn&edition=fundamental","pubTime":"2026-10-11 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10:40","pubTimestamp":1791686404,"startTime":"0","endTime":"0","summary":"高盛对冲基金负责人警告，当前美股涨势\"基本上只是一笔大交易\"——AI，指数屡创新高，但市场广度持续恶化，约六分之一标普500成分股较高点回撤逾50%。叠加利率持续攀升，多头的防线只剩下英伟达与美光能否在即将到来的财报季兑现预期。高盛虽维持看多立场，但已不再确信美股未来5%的上涨空间。","market":"other","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".DJI",".IXIC",".SPX","IVV","VOO","SPYM","SPDN","SPXS","DIA","SSO","SPYQ","SPUU","SPXL","DDM","SDS","SPYH","SDOW","HIBL","DMAX","SMAX","SPXU","UDOW","YSPY","DXD","UPRO","SPYU","MMAX","SPY","DOG","SH"],"symbols_score_info":{"IVV":0.6,"VOO":0.6,"SPYM":0.6,"SPDN":0.6,"SPXS":0.6,"DIA":0.6,"SSO":0.6,"SPYQ":0.6,"SPUU":0.6,"SPXL":0.6,"DDM":0.6,"SDS":0.6,"SPYH":0.6,"SDOW":0.6,"HIBL":0.6,"DMAX":0.6,"SMAX":0.6,"SPXU":0.6,"UDOW":0.6,"YSPY":0.6,"DXD":0.6,"UPRO":0.6,"SPYU":0.6,".DJI":2,".IXIC":2,"MMAX":0.6,"SPY":0.6,".SPX":2,"DOG":0.6,"SH":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":".DJI"},{"id":"2674816639","title":"铜价接近历史高点！瑞银继续唱多：“依旧最看涨”","url":"https://stock-news.laohu8.com/highlight/detail?id=2674816639","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2674816639?lang=zh_cn&edition=fundamental","pubTime":"2026-10-11 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