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别被华尔街“轮动牛市”噪音带偏，Mag7“领涨神话”仍是美股主线
别被华尔街“轮动牛市”噪音带偏，Mag7“领涨神话”仍是美股主线
目标价250美元，华尔街顶流分析师：英伟达AI盛宴才刚刚开始
目标价250美元，华尔街顶流分析师：英伟达AI盛宴才刚刚开始
AI狂潮造富：美十大科技富豪身家年增超5500亿美元，总额逼近2.5万亿
AI狂潮造富：美十大科技富豪身家年增超5500亿美元，总额逼近2.5万亿
2025年，这十位亿万富豪身家激增7300亿美元
2025年，这十位亿万富豪身家激增7300亿美元
盘前异动｜SIDU暴涨超30%，金、银概念拉升，“韩国阿里”涨近8%
盘前异动｜SIDU暴涨超30%，金、银概念拉升，“韩国阿里”涨近8%
现货白银、黄金齐创新高，贵金属概念盘前拉升
现货白银、黄金齐创新高，贵金属概念盘前拉升
11月，苹果等外资品牌智能手机在中国的销售同比增长128.4%
11月，苹果等外资品牌智能手机在中国的销售同比增长128.4%
华尔街老将：黄金和标普500指数将双双冲向10000大关
华尔街老将：黄金和标普500指数将双双冲向10000大关
一周港股牛熊榜 | AI材料与有色爆发！中铝国际暴涨20.6%、力勤资源暴涨18.6%、中伟新材大涨16%；因股份解禁，周六福暴跌24.9%、药捷安康暴跌20.5%
一周港股牛熊榜 | AI材料与有色爆发！中铝国际暴涨20.6%、力勤资源暴涨18.6%、中伟新材大涨16%；因股份解禁，周六福暴跌24.9%、药捷安康暴跌20.5%
这些“高质量”美股相对大盘折价40%，现在可以行动
这些“高质量”美股相对大盘折价40%，现在可以行动
GPU危了？老黄200亿挖走的TPU之父，亲口爆料芯片战争终局
GPU危了？老黄200亿挖走的TPU之父，亲口爆料芯片战争终局
为何家电巨头都做起了“AI眼镜”？
为何家电巨头都做起了“AI眼镜”？
铜价继续狂飙创16年来最大涨幅！2026年供应“地震”持续引爆
铜价继续狂飙创16年来最大涨幅！2026年供应“地震”持续引爆
重拾涨势！贵金属集体创新高：白银突破75，铂金期货再涨停，黄金触及4530
重拾涨势！贵金属集体创新高：白银突破75，铂金期货再涨停，黄金触及4530
国家发改委：对新能源汽车、锂电池、光伏等“新三样”产业，关键在于规范秩序、创新引领
国家发改委：对新能源汽车、锂电池、光伏等“新三样”产业，关键在于规范秩序、创新引领
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1162481852","title":"别被华尔街“轮动牛市”噪音带偏，Mag7“领涨神话”仍是美股主线","url":"https://stock-news.laohu8.com/highlight/detail?id=1162481852","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/1162481852?lang=zh_cn&edition=full","pubTime":"2025-12-26 19:15","pubTimestamp":1766747735,"startTime":"0","endTime":"0","summary":"2026年市场将如何演绎？","market":"us","thumbnail":"https://static.tigerbbs.com/da1844438e5d648a81b70258645b0469","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/da1844438e5d648a81b70258645b0469"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA","GOOG","AAPL","MSFT","AMZN","TSLA","META"],"symbols_score_info":{"NVDA":2,"GOOG":2,"AAPL":2,"MSFT":2,"AMZN":2,"TSLA":2,"META":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false},{"id":"1186396929","title":"目标价250美元，华尔街顶流分析师：英伟达AI盛宴才刚刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1186396929","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/1186396929?lang=zh_cn&edition=full","pubTime":"2025-12-26 19:10","pubTimestamp":1766747420,"startTime":"0","endTime":"0","summary":"艾夫斯认为，华尔街尚未充分认识到英伟达在人工智能领域的巨大盈利潜力，尤其是在AI技术体系中从训练到推理再到实际部署的全方位关键作用。他目前为英伟达设定了一个令人头晕目眩的目标价，预计到 2026 年底其股价将达到 250 美元，这意味着从当前的 188.61 美元上涨 32.5%。艾夫斯打赌，一些投资者以为自己错过的 AI 故事才刚刚开始。在艾夫斯看来，他对英伟达高达 250 美元的预测完全取决于华尔街尚未充分建模的盈利潜力。","market":"us","thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA"],"symbols_score_info":{"NVDA":2},"source_rank":0,"column":"","sentiment":"2","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false},{"id":"2594029879","title":"AI狂潮造富：美十大科技富豪身家年增超5500亿美元，总额逼近2.5万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2594029879","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2594029879?lang=zh_cn&edition=full","pubTime":"2025-12-26 18:31","pubTimestamp":1766745111,"startTime":"0","endTime":"0","summary":"受投资者对AI领域的追捧，美国科技业十大富豪财富今年增长逾5500亿美元，总额近2.5万亿美元。马斯克财富涨50%至6450亿美元领跑，黄仁勋、贝佐斯等多位富豪在高位减持套现。尽管市场对AI泡沫存忧，硅谷巨头仍从全球AI浪潮中显著受益。","market":"nz","thumbnail":"https://static.tigerbbs.com/b42ae1719bdd62198db131f3bcb546ac","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/b42ae1719bdd62198db131f3bcb546ac"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GOOG","MSFT"],"symbols_score_info":{"GOOG":0.73,"MSFT":0.61},"source_rank":0,"column":"","sentiment":"1","news_tag":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1184419558","title":"2025年，这十位亿万富豪身家激增7300亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1184419558","media":"福布斯","top":-1,"share":"https://www.laohu8.com/m/news/1184419558?lang=zh_cn&edition=full","pubTime":"2025-12-26 17:52","pubTimestamp":1766742750,"startTime":"0","endTime":"0","summary":"年初时，他的身家为4210亿美元，到了10月，他成为史上首位身家突破5000亿美元的人。随着年末临近，截至12月22日，马斯克的身家已高达7540亿美元。纵观全年，全球3100多位亿万富豪的身家较年初合计增加3.6万亿美元，总额达到18.7万亿美元。全球多数股市在2025年行情向好，带动富豪们的身家水涨船高。以下便是2025年财富增长最多的十位亿万富豪。黄仁勋持有公司约3%的股份，身家借股价上涨增长近360亿美元。","market":"us","thumbnail":"https://community-static.tradeup.com/news/2b3c0d08f8e9a129475f0d4c896d33d0","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/2b3c0d08f8e9a129475f0d4c896d33d0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5ed68c378b93ca87df0fa734fad7de4d","theme_name":"🔥热榜No.22 · 马斯克财富激增逼近万亿美元历史记录","theme_type":2,"isJumpTheme":false,"symbols":["NVDA","GOOG","TSLA"],"symbols_score_info":{"NVDA":2,"GOOG":2,"TSLA":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"fbszg","isHighRisk":false},{"id":"1141961691","title":"盘前异动｜SIDU暴涨超30%，金、银概念拉升，“韩国阿里”涨近8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141961691","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1141961691?lang=zh_cn&edition=full","pubTime":"2025-12-26 17:23","pubTimestamp":1766741021,"startTime":"0","endTime":"0","summary":"美股三大指数期货在盘前时段微跌。","market":"us","thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SIDU","CPNG","AGQ"],"symbols_score_info":{"SIDU":2,"CPNG":2,"AGQ":2},"source_rank":0,"column":"","sentiment":"2","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1134896794","title":"现货白银、黄金齐创新高，贵金属概念盘前拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1134896794","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1134896794?lang=zh_cn&edition=full","pubTime":"2025-12-26 17:16","pubTimestamp":1766740590,"startTime":"0","endTime":"0","summary":"现货白银、黄金齐创新高。","market":"us","thumbnail":"https://static.tigerbbs.com/6c8a905d2bc23caaf124c2d89a049a49","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/6c8a905d2bc23caaf124c2d89a049a49"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["UGL","AGQ","CDE"],"symbols_score_info":{"UGL":2,"AGQ":2,"CDE":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1171489438","title":"11月，苹果等外资品牌智能手机在中国的销售同比增长128.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171489438","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1171489438?lang=zh_cn&edition=full","pubTime":"2025-12-26 17:04","pubTimestamp":1766739884,"startTime":"0","endTime":"0","summary":"中国整体智能手机出货量同比增长不到2%。","market":"us","thumbnail":"https://static.tigerbbs.com/f2d6b2f654f9b77960ce3f7edcb3a947","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f2d6b2f654f9b77960ce3f7edcb3a947"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AAPL"],"symbols_score_info":{"AAPL":2},"source_rank":0,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1106149044","title":"华尔街老将：黄金和标普500指数将双双冲向10000大关","url":"https://stock-news.laohu8.com/highlight/detail?id=1106149044","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/1106149044?lang=zh_cn&edition=full","pubTime":"2025-12-26 16:47","pubTimestamp":1766738852,"startTime":"0","endTime":"0","summary":"先看盈利，再看市盈率。","market":"fut","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GCmain",".SPX"],"symbols_score_info":{"GCmain":2,".SPX":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false},{"id":"1102493660","title":"一周港股牛熊榜 | AI材料与有色爆发！中铝国际暴涨20.6%、力勤资源暴涨18.6%、中伟新材大涨16%；因股份解禁，周六福暴跌24.9%、药捷安康暴跌20.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102493660","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1102493660?lang=zh_cn&edition=full","pubTime":"2025-12-26 16:46","pubTimestamp":1766738819,"startTime":"0","endTime":"0","summary":"24日镍概念集体走高，力勤资源、中伟新材、新疆新鑫矿业均涨幅近 9%。12月23日，周六福在港交所公告，董事会注意到公司H股价格近期出现不寻常波动。根据数据，此次药捷安康共计5名股东发生解禁，累计解禁股数达977.4万股，占比约2.46%。23日跌超18%、24日继续跌5.8%。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["02245","02068","02315","06168","03939","02268","HSI","01952","HSTECH","06821","02579","02617","HSCEI"],"symbols_score_info":{"06168":2,"03939":2,"02268":2,"HSI":2,"01952":2,"02245":2.1,"HSTECH":2,"06821":2,"02579":2,"02068":2.1,"02315":2.1,"02617":2,"HSCEI":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1156168805","title":"这些“高质量”美股相对大盘折价40%，现在可以行动","url":"https://stock-news.laohu8.com/highlight/detail?id=1156168805","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1156168805?lang=zh_cn&edition=full","pubTime":"2025-12-26 16:16","pubTimestamp":1766736968,"startTime":"0","endTime":"0","summary":"瑞银预计 2026 年美股还有约 10% 的上涨空间，但它表示，投资者现在应该转向高质量股票：“在不确定性居高不下、市场拥挤程度极端的情况下，低质量股票的急剧反弹看起来不可持续。”而采用更优方法的投资者，可以找到相对于大盘折价 40% 甚至更多的高质量股票。如果买入质量基金的目的在于对冲核心标普 500 持仓，这样的高度重叠可能并不理想。","market":"us","thumbnail":"https://community-static.tradeup.com/news/12294685851c5acc7bdd837cfdd1ef93","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/12294685851c5acc7bdd837cfdd1ef93"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GM","COWZ","OMC","T","CVX","DECK","EXPE","MRK","VFLO"],"symbols_score_info":{"GM":2,"COWZ":2,"OMC":2,"T":2,"CVX":2,"DECK":2,"EXPE":2,"MRK":2,"VFLO":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1168087611","title":"GPU危了？老黄200亿挖走的TPU之父，亲口爆料芯片战争终局","url":"https://stock-news.laohu8.com/highlight/detail?id=1168087611","media":"新智元","top":-1,"share":"https://www.laohu8.com/m/news/1168087611?lang=zh_cn&edition=full","pubTime":"2025-12-26 13:29","pubTimestamp":1766726942,"startTime":"0","endTime":"0","summary":"昨天，一场英伟达的惊人收购，彻底震惊了正在过圣诞节的AI圈——它以200亿美元天价，拿下了AI芯片初创公司Groq。也就是说，GPU虽为训练而生，却被迫承担推理。如今，又豪掷了200亿美元收购Groq。TPU之父，如何看待未来芯片战争同时，一夜之间，全世界都把目光聚焦于这个叫Jonathan Ross的人。最终，英伟达的利润率和销量将受到侵蚀。","market":"us","thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA"],"symbols_score_info":{"NVDA":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1569730104218","isHighRisk":false},{"id":"1130569331","title":"为何家电巨头都做起了“AI眼镜”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130569331","media":"方正证券","top":-1,"share":"https://www.laohu8.com/m/news/1130569331?lang=zh_cn&edition=full","pubTime":"2025-12-26 12:15","pubTimestamp":1766722509,"startTime":"0","endTime":"0","summary":"方正证券指出，家电巨头布局AI眼镜，旨在凭借其在显示技术、供应链与精密制造上的深厚积累，切入这一千亿级潜在市场。当前，技 术突破下 AI 眼镜快速放量。此外，拥有 OS 生态的巨头将攫取 AI 眼 镜的系统价值。家电企业依托自身优势切入 AI 眼镜赛道。2025 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Trust的持仓量年内涨幅已超过20%，显示出机构配置需求的强劲韧性。","market":"us","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":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SImain","GCmain","XAGUSD.FOREX","XAUUSD.FOREX"],"symbols_score_info":{"SImain":2,"GCmain":2,"XAGUSD.FOREX":2,"XAUUSD.FOREX":2},"source_rank":0,"column":"","sentiment":"2","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1762389672944","isHighRisk":true},{"id":"1165321678","title":"国家发改委：对新能源汽车、锂电池、光伏等“新三样”产业，关键在于规范秩序、创新引领","url":"https://stock-news.laohu8.com/highlight/detail?id=1165321678","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1165321678?lang=zh_cn&edition=full","pubTime":"2025-12-26 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