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量化派再飙逾23%，公司已围绕餐饮后厨场景完成多轮具身智能技术验证
量化派再飙逾23%，公司已围绕餐饮后厨场景完成多轮具身智能技术验证
从AI算力贝塔转向“现金流防御”！AI半导体回调之际，华尔街策略风向切换至“低压力优质股”
从AI算力贝塔转向“现金流防御”！AI半导体回调之际，华尔街策略风向切换至“低压力优质股”
高盛重提“HALO交易”：第二阶段刚刚开始
高盛重提“HALO交易”：第二阶段刚刚开始
智谱涨逾10%，自研芯片计划与基石股东长期持有表态提振信心
智谱涨逾10%，自研芯片计划与基石股东长期持有表态提振信心
港股明星科技股集体走高，腾讯、阿里、百度涨超3%
港股明星科技股集体走高，腾讯、阿里、百度涨超3%
港股内银股盘中上扬，建设银行、九江银行涨超4%
港股内银股盘中上扬，建设银行、九江银行涨超4%
港股创新药概念股普涨，中国生物制药涨超6%，荣昌生物涨超4%
港股创新药概念股普涨，中国生物制药涨超6%，荣昌生物涨超4%
新股首日 | MOMENTA-W盘初涨近5%，公开发售获413.63倍认购
新股首日 | MOMENTA-W盘初涨近5%，公开发售获413.63倍认购
港股人工智能概念股盘初走强，华勤技术涨超14%，汇聚科技涨超12%
港股人工智能概念股盘初走强，华勤技术涨超14%，汇聚科技涨超12%
港股开盘 | 恒指高开0.19%，科指高开0.42%！油气设备板块走强，山东墨龙涨近15%
港股开盘 | 恒指高开0.19%，科指高开0.42%！油气设备板块走强，山东墨龙涨近15%
美股夜盘 | 存储概念股低开高走，闪迪涨超5%
美股夜盘 | 存储概念股低开高走，闪迪涨超5%
加息仍被定价，但期权交易员却悄悄转向：押注美联储“鹰”不下去
加息仍被定价，但期权交易员却悄悄转向：押注美联储“鹰”不下去
高盛：AI叙事日益复杂、投机杠杆加剧，但建议“继续持有，精简持仓”
高盛：AI叙事日益复杂、投机杠杆加剧，但建议“继续持有，精简持仓”
美光、闪迪领跌、整个板块全线重挫，市场焦点：存储见顶了吗？
美光、闪迪领跌、整个板块全线重挫，市场焦点：存储见顶了吗？
新股消息 | Momenta今日挂牌，公开发售超购413.6倍，基石阵容涵盖多家国际长线基金及产业方
新股消息 | Momenta今日挂牌，公开发售超购413.6倍，基石阵容涵盖多家国际长线基金及产业方
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1127568794","title":"量化派再飙逾23%，公司已围绕餐饮后厨场景完成多轮具身智能技术验证","url":"https://stock-news.laohu8.com/highlight/detail?id=1127568794","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1127568794?lang=zh_cn&edition=full","pubTime":"2026-07-08 10:55","pubTimestamp":1783479310,"startTime":"0","endTime":"0","summary":"7月8日，$量化派(02685)$再飙逾23%，该股昨日大涨逾55%！公司已围绕餐饮后厨场景完成多轮具身$智能(5RE.SI)$技术验证。","market":"hk","thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["02685"],"symbols_score_info":{"02685":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},{"id":"2649970959","title":"从AI算力贝塔转向“现金流防御”！AI半导体回调之际，华尔街策略风向切换至“低压力优质股”","url":"https://stock-news.laohu8.com/highlight/detail?id=2649970959","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2649970959?lang=zh_cn&edition=full","pubTime":"2026-07-08 10:50","pubTimestamp":1783479002,"startTime":"0","endTime":"0","summary":"奈飞将于美东时间7月16日公布第二季度业绩。从AI半导体主题转向“买入现金流与市场广度”策略，周期与防御板块有望接棒夏季行情随着AI半导体主题因仓位拥挤度与高杠杆而陷入回调，资金开始从高拥挤AI算力贝塔转向现金流防御，华尔街策略主线也愈发从AI算力基础设施扩散到大幅跑输科技的更广泛的优质基本面资产。这份名单可谓凸显出杰富瑞团队给出的最新投资策略聚焦于“高质量、低压力、低动量、现金流防守型”投资策略。","market":"sh","thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".DJI","NDX",".IXIC",".SPX","FQAL","MQQQ","SOXY","ARTY","SOXS","159582","SPHQ","XSD","SSG","AGIX","WISE","QTOC","SOXL","CHPS","CHPY","SMH","AIPO","FWD","CHAT","EIS","SMHX","VGT","VTHR","USD","FTXL","FAZ","NBDS","PSI","SOXX","159399","TEKX","SOXQ","TQQQ","HIBL","IVV","UDOW","SPYM","QLD","07266","QQQ","NJUL","09834","TQQY","07261","QDEC","VOO","SPDN","SPYQ","SSO","PSQ","07568","QID","QQQM","GPIQ","DMAX","SMAX","SPYU","SPXL","02834","DDM","NJAN","SPXS","QQQX","MMAX","UPRO","09086","NOCT","DXD","03455","03034","SPXU","SQQQ","SDOW","SPYH","YSPY","SPUU","SDS","SPY","DOG","SH","DIA","03086","07522","QMAR","NAPR"],"symbols_score_info":{"159399":1.5,"159582":1.5,"TQQQ":0.6,"HIBL":0.6,"IVV":0.6,"UDOW":0.6,"SPYM":0.6,"FQAL":1.5,"QLD":0.6,"07266":0.6,"QQQ":0.6,"NJUL":0.6,"09834":0.6,"TQQY":0.6,"MQQQ":1.5,"07261":0.6,"QDEC":0.6,"VOO":0.6,"SPDN":0.6,"SOXY":1.5,"SPYQ":0.6,"ARTY":1.5,"SOXS":1.5,"SSO":0.6,"PSQ":0.6,"07568":0.6,".DJI":2,"QID":0.6,"QQQM":0.6,"GPIQ":0.6,"NDX":2,"SPHQ":1.5,"XSD":1.5,"DMAX":0.6,"SMAX":0.6,"SSG":1.5,".IXIC":2,"SPYU":0.6,"SPXL":0.6,"02834":0.6,"DDM":0.6,"NJAN":0.6,"AGIX":1.5,"WISE":1.5,"SPXS":0.6,"QQQX":0.6,"MMAX":0.6,"QTOC":1.5,"SOXL":1.5,"UPRO":0.6,"CHPS":1.5,"CHPY":1.5,"SMH":1.5,"AIPO":1.5,"FWD":1.5,"09086":0.6,"CHAT":1.5,"NOCT":0.6,"EIS":1.5,"DXD":0.6,"03455":0.6,"03034":0.6,"SMHX":1.5,"VGT":1.5,"SPXU":0.6,"VTHR":1.5,"SQQQ":0.6,"SDOW":0.6,"USD":1.5,"SPYH":0.6,"YSPY":0.6,"SPUU":0.6,"SDS":0.6,"SPY":0.6,"FTXL":1.5,"DOG":0.6,"FAZ":1.5,"SH":0.6,"DIA":0.6,"03086":0.6,"NBDS":1.5,".SPX":2,"PSI":1.5,"07522":0.6,"SOXX":1.5,"QMAR":0.6,"TEKX":1.5,"NAPR":0.6,"SOXQ":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"2649512939","title":"高盛重提“HALO交易”：第二阶段刚刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=2649512939","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2649512939?lang=zh_cn&edition=full","pubTime":"2026-07-08 10:30","pubTimestamp":1783477840,"startTime":"0","endTime":"0","summary":"高盛认为，HALO交易（重资产、低淘汰风险）已进入第二阶段——盈利驱动。估值修复阶段完成，HALO交易关键转向盈利“兑现”，重资产15%的EPS增速预期超越轻资产10%。资本开支超级周期，尤其是AI、能源转型领域，为实物资产构建起强大护城河。","market":"sg","thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":true,"symbols":["NDX",".DJI",".IXIC",".SPX","IVV","QDEC","UDOW","07568","03034","QQQ","QLD","09834","03086","SSO","07266","SPYQ","DDM","NJAN","SPYM","HIBL","TQQQ","SPYH","DXD","SPY","QID","SPDN","02834","QQQX","VOO","SPXU","SDS","SH","NAPR","MMAX","09086","03455","GPIQ","GSX","QMAR","DIA","YSPY","SPXS","QQQM","TQQY","SPXL","SQQQ","PSQ","07261","NOCT","SDOW","SMAX","07522","DOG","UPRO","SPYU","SPUU","DMAX","NJUL"],"symbols_score_info":{"IVV":0.6,"QDEC":0.6,"UDOW":0.6,"07568":0.6,"03034":0.6,"QQQ":0.6,"QLD":0.6,"09834":0.6,"03086":0.6,"SSO":0.6,"07266":0.6,"SPYQ":0.6,"DDM":0.6,"NJAN":0.6,"SPYM":0.6,"HIBL":0.6,"TQQQ":0.6,"SPYH":0.6,"DXD":0.6,"SPY":0.6,"QID":0.6,"SPDN":0.6,"02834":0.6,"QQQX":0.6,"VOO":0.6,"SPXU":0.6,"SDS":0.6,"SH":0.6,"NAPR":0.6,"MMAX":0.6,"09086":0.6,"03455":0.6,"GPIQ":0.6,"GSX":0.6,"QMAR":0.6,"DIA":0.6,"YSPY":0.6,"SPXS":0.6,"QQQM":0.6,"TQQY":0.6,"SPXL":0.6,"SQQQ":0.6,"PSQ":0.6,"07261":0.6,"NOCT":0.6,"SDOW":0.6,"SMAX":0.6,"07522":0.6,"NDX":2,"DOG":0.6,"UPRO":0.6,"SPYU":0.6,"SPUU":0.6,"DMAX":0.6,"NJUL":0.6,".DJI":2,".IXIC":2,".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},{"id":"1124528550","title":"智谱涨逾10%，自研芯片计划与基石股东长期持有表态提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1124528550","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1124528550?lang=zh_cn&edition=full","pubTime":"2026-07-08 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10:02","pubTimestamp":1783476147,"startTime":"0","endTime":"0","summary":"7月8日，港股明星科技股集体走高，$腾讯控股(00700)$、$阿里巴巴-W(09988)$、$百度集团-SW(09888)$、$美团-W(03690)$、$快手-W(01024)$涨超3%，$京东集团-SW(09618)$、$哔哩哔哩-W(09626)$、$网易-S(09999)$、$小米集团-W(01810)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ALBmain","VGT","TCHmain","TCEHY","BABA","EDZ","TTTN","IEMG","VXUS","KCAI","BIDU","XLK","00700","03086","TCHI","02834","BIDD","HTCD.SI","03455","XSOE","JADE","BIDG","CXSE","SOCL","DRAG","JEMA","KWEB","KBDU","EMC","09086","BABU","07266","CLIX","07568","07261","ONLN","FDNI","KBAB","09988","LDEM","ESPO","03034","BKF","09834","FFEM","07522","BABW","AAXJ","BABX","ODDS","BABO","BBYY"],"symbols_score_info":{"TCHI":0.6,"ALBmain":1.5,"VGT":1.5,"02834":0.6,"BIDD":0.6,"HTCD.SI":0.6,"03455":0.6,"XSOE":0.6,"JADE":0.6,"TCHmain":1.5,"BIDG":0.6,"CXSE":0.6,"SOCL":0.6,"DRAG":0.6,"JEMA":0.6,"TCEHY":1.5,"BABA":1.5,"KWEB":0.6,"KBDU":0.6,"EMC":0.6,"EDZ":1.5,"09086":0.6,"BABU":0.6,"07266":0.6,"TTTN":1.5,"CLIX":0.6,"IEMG":1.5,"07568":0.6,"07261":0.6,"ONLN":0.6,"FDNI":0.6,"VXUS":1.5,"KCAI":1.5,"KBAB":0.6,"09988":0.6,"LDEM":0.6,"BIDU":1.5,"ESPO":0.6,"03034":0.6,"BKF":0.6,"XLK":1.5,"09834":0.6,"FFEM":0.6,"07522":0.6,"BABW":0.6,"00700":1.5,"03086":1.5,"AAXJ":0.6,"BABX":0.6,"ODDS":0.6,"BABO":0.6,"BBYY":0.6},"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},{"id":"1113215507","title":"港股内银股盘中上扬，建设银行、九江银行涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113215507","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1113215507?lang=zh_cn&edition=full","pubTime":"2026-07-08 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