美股詳情

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AQR資本管理(全球第二大對沖基金)

2,652.46

+12.420.47%

漲家數：40

跌家數：57

平家數：1

市盈率：- -

高：2,660.57

開：2,640.14

低：2,637.18

收：2,640.03

成交量：18.74億

成交額：4,023.94億

市值：48.55萬億

流通市值：45.07萬億

資料載入中...

總覽新聞資訊

亞馬遜擴大 AI 機櫃拉貨，世芯、緯穎、鴻海出貨強勁

高盛：光網絡成 AI 基建下一趨勢，TAM 增 9 倍至 1540 億美元

特斯拉中國宣佈：9月30日前下單並提走現車，Model 3全系現金激勵5000元，Model Y全系現金激勵10000元

每日经济新闻

財政部將發行特別國債支持8家中央金融企業補充資本；阿里巴巴成功入局低軌衞星星座獨角獸「千帆星座」；中東航線運費大幅跳漲一艙難求——《投資早參》

每日经济新闻

TradingKey 每日市場簡報：非農遠超預期，聯儲局加息預期升温，美光逆勢大漲6%，閃迪升逾10%

TradingKey中文

高盛建議沽空歐元/澳元，因為澳元將跑贏其他貨幣對。

特斯拉推出限時優惠政策，購買Model 3/Y現車享現金激勵5000元起

高盛策略師料韓股還有80%上漲空間看好記憶體榮景延續

黃仁勳回應OpenAI發布Astra：AGI已到來 40萬塊GPU算力將上線

凤凰网科技

亞馬遜公司貨機在邁阿密降落時發生事故 5死5傷

24小時環球政經要聞全覽 | 9月7日

台積電第三季 3 納米產值逾 4000 億元創新高

庫克時代之後首場「大考」！大摩：蘋果秋季發布會為十年來最重要，首款摺疊iPhone或引爆新一輪增長

高盛策略師料韓股還有80%上漲空間看好記憶體榮景延續

环球市场播报

黃仁勳稱 GPT-6 Astra 由約 10 萬塊芯片訓練，AGI 已到來

高盛策略師料韓股還有80%上漲空間看好記憶體榮景延續

高盛投資的日本打車應用稱，票價上調後出行需求依舊向好

高盛：戰術性做多日元的理由已有所增強

环球市场播报

英偉達CEO黃仁勳：GPT-6 Astra，由約10萬多塊英偉達(NVDA.US)Grace Blackwell NVL

高盛投資的日本打車應用稱，票價上調後出行需求依舊向好

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AI 基建下一趨勢，TAM 增 9 倍至 1540 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665981513","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665981513?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:44","pubTimestamp":1788741894,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，高盛全球科技股票研究团队于 2026 年 4 月 17 日发布研报，称网络通过连接多颗芯片解锁单颗 AI 芯片算力，实现无缝数据交换与低延迟。随着 AI 基础设施扩张和算力提升，各类配置有望迎来增长，进一步打开 9 倍 TAM 空间至 1540 亿美元。研报指出，横向扩展与纵向扩展的美元含量分别增加 16 倍和 45 倍；光学从横向扩展到纵向扩展的 TAM 扩大 13 倍；可插拔光模块在横向扩展中的价值市场，从 2025 年下半年 AI 服务器型号到 2027 年下半年型号扩大 10 倍。作者包括 Allen Chang、Verena Jeng、James Schneider、Mark Delaney 等。每个计算单元在纵向与横向扩展上的合计美元含量，预计从 GB300 NVL72 的 31.5 万美元增至 Rubin Ultra NVL576 的 94 亿美元，增幅 29 倍。合计价值 TAM 增加 9 倍至 1540 亿美元（主要在 2028 年），其中 69%（1060 亿美元）来自纵向扩展。分析覆盖铜缆、可插拔光模块、CPO 和 PCB 中背板等配置的美元含量及市场机会。 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3全系現金激勵5000元，Model Y全系現金激勵10000元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665981833","media":"每日经济新闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665981833?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:44","pubTimestamp":1788741887,"startTime":"0","endTime":"0","summary":"记者7日获悉，特斯拉中国宣布，9月30日前下单并提走现车，Model3全系（含高性能版）现金激励5000元，ModelY全系（含ModelYL）现金激励10000元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609073866206689.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609073866206689.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4581","LU0689472784.USD","BK4099","LU1066053197.SGD","LU0198837287.USD","LU1145028129.USD","LU2417539215.USD","LU2602419157.SGD","LU2063271972.USD","TESL","LIT","LU2471134879.HKD","LU1066051811.HKD","07766","TSLI","LU2326559502.SGD","BK4516","BK4551","09366","LU2471134523.USD","LU1232071149.USD","LU2403377893.USD","LU1551013342.USD","LU1629891620.HKD","LU2168564065.EUR","LU2471134796.USD","LU2896262040.SGD","SG9999015952.SGD","BK4612","LU0823411888.USD","LU2290526834.HKD","LU0210536198.USD","TSLR","LU0056508442.USD","SG9999015978.USD","IE0034235303.USD","SG9999015986.USD","IE00BWXC8680.SGD","BK4592","TSLL","LU1861559042.SGD","TSLZ","LU0082616367.USD","FDRV","LU1914381329.SGD","TSLA","IDRV","SG9999015945.SGD","BK4534","STSLAmain","LU2750360641.GBP","LU0053666078.USD","BK4585","BK4574","LU0097036916.USD","LU0133085943.USD","TSLQ","LU1267930730.SGD","LU1861558580.USD","SMOG","LU0109391861.USD","BK4548","LU1066051225.USD","LU0820562030.AUD","LU2236285917.USD","LU2756315664.SGD","TSLP","LU2420271590.USD","LU1720051108.HKD","BK4598","LU2213496289.HKD","LU1861220033.SGD","LU0234570918.USD","TSLT","TLA","TSII","ELOL","LU2462157665.USD","IE00BK4W5M84.HKD","LU0316494557.USD","IE00B19Z9505.USD","LU0234572021.USD","LU1066051498.USD","LU1429558221.USD","BK4527","LU1861215975.USD","TSDD","LU0345769631.USD","BK4543","LU0320765059.SGD","TSYY","LU2087621335.USD","IE00B19Z8W00.USD","LU1548497426.USD","IE00BK4W5L77.USD","BK4550","LU2108987350.USD","WANT","BK4588","LU0345769128.USD","IE00BSNM7G36.USD","09766","LU2168564149.EUR","TSLW","LU0820561818.USD","LU2750360997.AUD","LU2471134952.CNY","LU2360107168.USD","BK4555","IE00B19Z8X17.USD","LU0345770993.USD","LU2250418816.HKD","IE00BJLML261.HKD","LU2168564495.EUR","LU1852331112.SGD","LU1366192091.USD","LU0820561909.HKD","LU1720051017.SGD","LU0672654240.SGD","LU0823414478.USD","TSLG","LU2756315318.SGD","LU0719512351.SGD","TSLY","LU0323591593.USD","LU1551013425.SGD","LU0943347566.SGD","TSL","LU1839511570.USD","07366","LU1674673428.USD","TEST","LU0077335932.USD","LU2357305700.SGD","IE00B1BXHZ80.USD","LU2023250330.USD","TSLO","TESC","WATS","LU0964807845.USD","BK4511","LU1778281490.HKD","HK0000914660.USD","LU0466842654.USD","CRSH","LU1435385759.SGD","BK4533","LU1674673691.USD","LU2249611893.SGD","LU2168564222.USD","LU2456880835.USD","LU0345770308.USD","LU2360106780.USD","LU2168563687.JPY","TSLS","IE00B1XK9C88.USD","BK4604","LU0348723411.USD","LU0708995401.HKD","HK0000914686.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665398591","title":"財政部將發行特別國債支持8家中央金融企業補充資本；阿里巴巴成功入局低軌衞星星座獨角獸「千帆星座」；中東航線運費大幅跳漲一艙難求——《投資早參》","url":"https://stock-news.laohu8.com/highlight/detail?id=2665398591","media":"每日经济新闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665398591?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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每日市場簡報：非農遠超預期，聯儲局加息預期升温，美光逆勢大漲6%，閃迪升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665986193","media":"TradingKey中文","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665986193?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:37","pubTimestamp":1788741469,"startTime":"0","endTime":"0","summary":"TradingKey - 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