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利好来了！刚刚，八部门重磅发布！
利好来了！刚刚，八部门重磅发布！
AI算力与存储需求爆表，芯片产能扩张启幕！半导体设备喜迎新一轮牛市
AI算力与存储需求爆表，芯片产能扩张启幕！半导体设备喜迎新一轮牛市
一盎司黄金现在能买 80 桶原油，这些数据同样令人大开眼界
一盎司黄金现在能买 80 桶原油，这些数据同样令人大开眼界
高盛坚定看好中国股市：AI与出海支撑盈利，MSCI中国今年有望上涨20%
高盛坚定看好中国股市：AI与出海支撑盈利，MSCI中国今年有望上涨20%
2026港股新周期：三大力量共振，AI主线迎盈利兑现
2026港股新周期：三大力量共振，AI主线迎盈利兑现
存储芯片价格失控！华尔街再调预期：2026年DRAM或暴涨88%，NAND涨74%
存储芯片价格失控！华尔街再调预期：2026年DRAM或暴涨88%，NAND涨74%
盘前异动｜稀土概念股走强，Critical Metals涨超11%；贵金属板块普跌，金田跌近4%
盘前异动｜稀土概念股走强，Critical Metals涨超11%；贵金属板块普跌，金田跌近4%
小米汽车明年拟推4款新车，包含2款增程
小米汽车明年拟推4款新车，包含2款增程
平安人寿举牌农业银行H股
平安人寿举牌农业银行H股
手机业务如何应对内存风险、AIot、电车、研发布局.....一文读懂小米高管在高盛电话会发言
手机业务如何应对内存风险、AIot、电车、研发布局.....一文读懂小米高管在高盛电话会发言
台积电担忧芯片过剩？马斯克：他们是对的，电力液冷都跟不上
台积电担忧芯片过剩？马斯克：他们是对的，电力液冷都跟不上
港股综述｜三大指数齐跌，科网股承压，医药、镍业、煤炭等走强
港股综述｜三大指数齐跌，科网股承压，医药、镍业、煤炭等走强
老虎暗盘 | 「AI六小虎」之一智谱暗盘大涨超11%，一手账面赚1380港元
老虎暗盘 | 「AI六小虎」之一智谱暗盘大涨超11%，一手账面赚1380港元
老虎暗盘 | 手术机械人公司精锋医疗暗盘大涨超40%，一手账面赚1776港元
老虎暗盘 | 手术机械人公司精锋医疗暗盘大涨超40%，一手账面赚1776港元
老虎暗盘｜天数智芯暴涨近40%，GPU产品全栈自研且跨平台兼容
老虎暗盘｜天数智芯暴涨近40%，GPU产品全栈自研且跨平台兼容
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1157574131","title":"利好来了！刚刚，八部门重磅发布！","url":"https://stock-news.laohu8.com/highlight/detail?id=1157574131","media":"券商中国","top":-1,"share":"https://www.laohu8.com/m/news/1157574131?lang=zh_cn&edition=full","pubTime":"2026-01-07 19:00","pubTimestamp":1767783620,"startTime":"0","endTime":"0","summary":"1月7日晚间消息，工信部等八部门印发《“人工智能+制造”专项行动实施意见》。八部门重磅发布工信部、中央网信办、国家发展改革委、教育部、商务部、国务院国资委、市场监管总局、国家数据局等八部门1月7日印发《“人工智能+制造”专项行动实施意见》。工信部：强化工业智能算力供给1月7日，据“工信微报”微信公众号消息，工信部近日印发《工业互联网和人工智能融合赋能行动方案》。","market":"hk","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":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["399006","000001.SH","399001"],"symbols_score_info":{"399001":2,"399006":2,"000001.SH":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1194089383","title":"AI算力与存储需求爆表，芯片产能扩张启幕！半导体设备喜迎新一轮牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=1194089383","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/1194089383?lang=zh_cn&edition=full","pubTime":"2026-01-07 18:55","pubTimestamp":1767783334,"startTime":"0","endTime":"0","summary":"全球半导体设备板块将迎来“牛市上行周期”。","market":"us","thumbnail":"https://static.tigerbbs.com/f81874c29740b1e78a88620586841bf7","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f81874c29740b1e78a88620586841bf7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ASML","AMAT","LRCX"],"symbols_score_info":{"ASML":2,"AMAT":2,"LRCX":2},"source_rank":0,"column":"","sentiment":"2","news_tag":"economic","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false},{"id":"1127243979","title":"一盎司黄金现在能买 80 桶原油，这些数据同样令人大开眼界","url":"https://stock-news.laohu8.com/highlight/detail?id=1127243979","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1127243979?lang=zh_cn&edition=full","pubTime":"2026-01-07 18:47","pubTimestamp":1767782850,"startTime":"0","endTime":"0","summary":"要点目前一盎司黄金几乎可以买到 80 桶原油，这一比率在过去 35 年中仅在 2020 年疫情高峰时短暂出现过一次。道琼斯工业平均指数以黄金计价的价值在过去 26 年下降了 74%，如今约值 11 盎司，而 1999 年超过 43 盎司。而以今日价格计算，这一盎司黄金可以兑换约 900 蒲式耳。黄金的市值目前为 31 万亿美元，是所有资产中最高的。","market":"us","thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CLmain","GCmain"],"symbols_score_info":{"CLmain":2,"GCmain":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2601875909","title":"高盛坚定看好中国股市：AI与出海支撑盈利，MSCI中国今年有望上涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601875909","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601875909?lang=zh_cn&edition=full","pubTime":"2026-01-07 17:40","pubTimestamp":1767778846,"startTime":"0","endTime":"0","summary":"高盛看多2026年中国股市，预计MSCI中国与沪深300将分别上涨20%和12%。市场由估值修复转向盈利驱动，企业利润在AI商业化、出海和反内卷政策带动下有望从4%提速至14%，TMT盈利增速约20%。资金面强劲，南向资金或达2000亿美元，国内再配置或带来3万亿元增量。","market":"other","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":["399001","000001.SH","399006"],"symbols_score_info":{"399001":2,"399006":2,"000001.SH":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1105055685","title":"2026港股新周期：三大力量共振，AI主线迎盈利兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=1105055685","media":"真是港股圈","top":-1,"share":"https://www.laohu8.com/m/news/1105055685?lang=zh_cn&edition=full","pubTime":"2026-01-07 17:33","pubTimestamp":1767778391,"startTime":"0","endTime":"0","summary":"更关键的是，港股科技主线的长期机会逐步清晰，AI盈利兑现的路径已明确。小米汽车业务在交付量突破10万辆的规模效应下，于2025年三季度首次实现单季度经营盈利，证明了其跨界造车的商业闭环已完全跑通。截至2025年9月，其AIoT平台连接设备数已首次突破10亿台，这种全生态的覆盖为AI大模型在智能终端场景的落地提供了天然的入口。","market":"hk","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["HTImain","HSImain","HSI","HSTECH"],"symbols_score_info":{"HTImain":2,"HSImain":2,"HSI":2,"HSTECH":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1747791377794","isHighRisk":false},{"id":"2601695875","title":"存储芯片价格失控！华尔街再调预期：2026年DRAM或暴涨88%，NAND涨74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601695875","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601695875?lang=zh_cn&edition=full","pubTime":"2026-01-07 17:07","pubTimestamp":1767776822,"startTime":"0","endTime":"0","summary":"花旗在其最新的展望中，展现了比野村证券更为激进的看涨姿态。分析师认为，受AI Agent普及和AI CPU内存需求激增的驱动，存储芯片价格将在2026年出现失控式上涨。2026年DRAM的平均售价（ASP）涨幅预期从原本的53%暴力上调至88%，NAND的涨幅预期从44%上调至74%。","market":"sg","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MU","MULL","SMSD.UK","MUD","STX","MUU","SSNLF","WDC","07709","09347","07747","SNDK"],"symbols_score_info":{"MU":2,"MULL":2,"SMSD.UK":2,"MUD":2,"STX":2,"MUU":2,"SSNLF":2,"WDC":2,"SNDK":1.5,"07709":2,"09347":2,"07747":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1142034209","title":"盘前异动｜稀土概念股走强，Critical Metals涨超11%；贵金属板块普跌，金田跌近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142034209","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1142034209?lang=zh_cn&edition=full","pubTime":"2026-01-07 17:05","pubTimestamp":1767776730,"startTime":"0","endTime":"0","summary":"部分稀土概念股走高，Critical Metals涨超11%，MP Materials涨近3%，USA Rare Earth涨超2%；Strategy涨近6%，MSCI表示不会实施剔除数字资产财库公司的方案；Mobileye涨超10%，将以9亿美元收购机器人公司Mentee Robotics；Ventyx Biosciences涨超70%，礼来即将达成收购该公司，收购金额超10亿美元；Momentus涨超18%，宣布以纳斯达克规则下市价完成500万美元私募配售，获单一机构投资者认购；Aurora Innovation涨超10%，亚马逊与Aumovio合作，加速自动驾驶卡车的部署。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"62964d73a51045f804b9b655090442d4","theme_name":"🔥热榜No.4 · 稀土股Critical Metals大涨及Mobileye收购机器人公司Mentee","theme_type":2,"isJumpTheme":false,"symbols":["MSTR","VTYX","CRML"],"symbols_score_info":{"MSTR":2,"VTYX":2,"CRML":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1193114168","title":"小米汽车明年拟推4款新车，包含2款增程","url":"https://stock-news.laohu8.com/highlight/detail?id=1193114168","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1193114168?lang=zh_cn&edition=full","pubTime":"2026-01-07 16:59","pubTimestamp":1767776340,"startTime":"0","endTime":"0","summary":"1月7日，据悉，小米汽车明年初步计划将推出4款新车，分别为SU7改款、SU7行政版、一款增程五座SUV及一款增程七座SUV。一位知情人士透露，SU7改款与增程七座SUV初步计划在上半年推出，SU7行政版与增程五座SUV则计划在下半年至年底推出。知情人士表示，小米同步还规划了一款增程五座SUV车型，“目前的计划中，两款增程车的预估产量都不小”。（36氪）","market":"hk","thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["XIACY","01810"],"symbols_score_info":{"XIACY":2,"01810":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1130953824","title":"平安人寿举牌农业银行H股","url":"https://stock-news.laohu8.com/highlight/detail?id=1130953824","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1130953824?lang=zh_cn&edition=full","pubTime":"2026-01-07 16:58","pubTimestamp":1767776287,"startTime":"0","endTime":"0","summary":"1月7日，中国平安人寿保险股份有限公司公告，平安资管受托平安人寿资金，投资于农业银行H股股票，于2025年12月30日达到农业银行H股股本的20%，根据香港市场规则，触发平安人寿举牌。","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["601288","01288"],"symbols_score_info":{"601288":2,"01288":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2601873703","title":"手机业务如何应对内存风险、AIot、电车、研发布局.....一文读懂小米高管在高盛电话会发言","url":"https://stock-news.laohu8.com/highlight/detail?id=2601873703","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601873703?lang=zh_cn&edition=full","pubTime":"2026-01-07 16:46","pubTimestamp":1767775605,"startTime":"0","endTime":"0","summary":"小米确立2026年首要重点为提升手机售价，通过高端化与涨价应对内存成本上涨。公司设定电动车年交付目标55万辆。同时，小米计划五年投入2000亿研发，主攻AI、智驾与自研芯片，以打通“人×车×家”生态，海外AIoT业务被视为未来增长引擎。高盛维持\"买入\"评级，目标价53.5港元。","market":"sh","thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["01810","XIACY","HXXD.SI","81810"],"symbols_score_info":{"81810":0.6,"01810":1.98,"HXXD.SI":0.6,"XIACY":1.98},"source_rank":0,"column":"","sentiment":"0","news_tag":"conferences","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"2601878767","title":"台积电担忧芯片过剩？马斯克：他们是对的，电力液冷都跟不上","url":"https://stock-news.laohu8.com/highlight/detail?id=2601878767","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601878767?lang=zh_cn&edition=full","pubTime":"2026-01-07 16:46","pubTimestamp":1767775570,"startTime":"0","endTime":"0","summary":"马斯克认同台积电对芯片产能过剩的担忧。他指出，AI发展的核心瓶颈正在从芯片制造转向“芯片启动”能力，即电力、变压器与冷却系统的部署进度。目前，这些基础设施的线性扩张速度，已严重落后于芯片产能的指数级增长。","market":"fut","thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["TSM"],"symbols_score_info":{"TSM":1.95},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1123090129","title":"港股综述｜三大指数齐跌，科网股承压，医药、镍业、煤炭等走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1123090129","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1123090129?lang=zh_cn&edition=full","pubTime":"2026-01-07 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