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Archegos爆倉風波概念

2,156.33

-29.9851-1.37%

漲家數：2

跌家數：6

平家數：- -

市盈率：- -

高：2,185.38

開：2,185.38

低：2,120.41

收：2,186.32

成交量：2,160.66萬

成交額：26.08億

市值：4,383.06億

流通市值：4,204.96億

資料載入中...

總覽新聞資訊

高盛：內房行業專家預計第四季度成交量具韌性上海將繼續領升價格復甦

高盛：內房行業專家預計第四季度成交量具韌性上海將繼續領升價格復甦

重點鎖定「新質生產力」 8000億元「準財政」資金預計撬動10萬億元投資

國際油市：油價升至數周高點，美伊衝突長期化風險加劇供應面擔憂

高盛：小米新車鎖定訂單表現強勁維持買入評級

高盛預計各行業併購活動將大規模湧現。

小度科技CEO李瑩：超能小度覆蓋5500萬家庭，日語音交互增長近300%

還能漲80%？高盛猛call存儲雙雄

略微上調油價預測，高盛預期「中東斷航將持續到2027年」，但「價格漲幅不大」

华尔街见闻

農產品漲價遠未結束！高盛：霍爾木茲、厄爾尼諾之外，貿易壁壘才是真正風險放大器

华尔街见闻

2026大廠重金砸向音樂節，中小玩家集體退場？

ETF異動 | 韓國ETF今日繼續走高三星、SK海力士內存庫存告急高盛堅守韓股12000點目標

智通财经网

因中東航運問題高盛上調年底和明年油價預期

环球市场播报

國際油市：油價上漲，美伊衝突長期化風險加劇供應面擔憂

高盛因中東航運風險持續而上調2026年12月和2027年油價預測

高盛因中東航運風險持續而上調2026年12月和2027年油價預測

高盛大幅上調光模塊市場預測，2028年規模或達1485億美元；英特爾CPU據稱10月將再漲10%

高盛上調光模塊預測，2028 年規模或近 1500 億美元

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

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Securities最新研报警告，三星电子、SK海力士的内存库存在本季度已不足10天，这意味着两大存储半导体龙头难以为突发性需求挤出更多供应。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493143.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK4550","RAMZ","RAM","BK4552","KORU","DRAL","MKOR","LU0345770993.USD","IE00B19Z3581.USD","SKUU","LU0061475181.USD","LU2471134879.HKD","LU1894683348.USD","LU2750360997.AUD","LU0106831901.USD","LU2237443382.USD","SK","SKHL","BK4127","FDN","FLKR","SKHX","SKHYV","BK4516","SKHY","LU1791807156.HKD","LU2237443622.USD","SKHQ","SKDD","GSX","SKHU","EWY","LU0942090050.USD","LU2237443895.HKD","SKHA","SPEM","07709","LU2471134952.CNY","EMXC","LU1804176565.USD","SKHZ","HYNX","DRAM","EDZ","VXUS","LU0823413587.USD","LU0048573561.USD","EEMO","LU1868837136.USD","SKHN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665345149","title":"因中東航運問題 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09:03","pubTimestamp":1788829396,"startTime":"0","endTime":"0","summary":"国际油市：油价上涨，美伊冲突长期化风险加剧供应面担忧路透9月8日-油价周二延续涨势，伊朗威胁将对美国任何针对伊朗的新攻击采取报复行动，这使得中东冲突长期化的风险升高，加剧市场对供应中断的担忧。截至00:00 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21:21","pubTimestamp":1788787276,"startTime":"0","endTime":"0","summary":"高盛在最新全球光模块报告中大幅上调行业预测，预计全球光模块市场规模将在2026年至2028年分别达到约677亿美元、1314亿美元和1485亿美元，较此前预测上调33%、81%和115%。高盛认为，这轮上修并非单纯来自AI服务器数量增长，更重要的是AI服务器架构持续向高速网络迁移，加上单颗GPU或ASIC芯片所需光模块数量增加，推动800G、1.6T乃至3.2T需求快速放量。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n            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