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高盛加入“AI瓶颈交易”：MLCC是新存储，已成AI服务器“第三大成本项”
高盛加入“AI瓶颈交易”：MLCC是新存储，已成AI服务器“第三大成本项”
戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭
戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭
新股消息 | 狂揽776亿孖展、超购1133倍！首钢朗泽招股收官
新股消息 | 狂揽776亿孖展、超购1133倍！首钢朗泽招股收官
美银Hartnett：泡沫破裂时该交易什么？
美银Hartnett：泡沫破裂时该交易什么？
黄仁勋预告“PC新时代”：英伟达不想只卖GPU了
黄仁勋预告“PC新时代”：英伟达不想只卖GPU了
特朗普向伊朗提出更严苛的谅解备忘录条款
特朗普向伊朗提出更严苛的谅解备忘录条款
当胡彦斌1个月写出APP，AI时代已经扑面而来
当胡彦斌1个月写出APP，AI时代已经扑面而来
GitHub不装了：AI编程的低价时代结束了，从此按token计费
GitHub不装了：AI编程的低价时代结束了，从此按token计费
中国5月官方制造业PMI为50，位于临界点
中国5月官方制造业PMI为50，位于临界点
AI军备竞赛下一个爆发点！高盛：电容就是“新内存”
AI军备竞赛下一个爆发点！高盛：电容就是“新内存”
两个月吸金26亿美元：NASA ETF如何将SpaceX IPO机会变成散户投资热潮
两个月吸金26亿美元：NASA ETF如何将SpaceX IPO机会变成散户投资热潮
首款搭载英伟达芯片的 Windows PC 据报将于下周亮相
首款搭载英伟达芯片的 Windows PC 据报将于下周亮相
华尔街炙手可热的动量交易仍在大获全胜，这一策略创下史上最佳两个月涨幅
华尔街炙手可热的动量交易仍在大获全胜，这一策略创下史上最佳两个月涨幅
对霍尔木兹高度依赖！ 日本4月原油进口暴跌66%，创1962年以来最低
对霍尔木兹高度依赖！ 日本4月原油进口暴跌66%，创1962年以来最低
某MCN就造谣小米集团及雷军公开道歉
某MCN就造谣小米集团及雷军公开道歉
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Rubin服务器机架为例，VR200机架的MLCC用量约合4,300美元，较GB300机架的约1,500美元大幅提升。同比来看，上述三项指标分别大幅增长16%、10%和28%。","market":"us","thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["DRAM"],"symbols_score_info":{"DRAM":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1762389672944","isHighRisk":false,"isVideo":false,"video":null},{"id":"2639346600","title":"戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭","url":"https://stock-news.laohu8.com/highlight/detail?id=2639346600","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2639346600?lang=zh_cn&edition=full","pubTime":"2026-05-31 16:31","pubTimestamp":1780216271,"startTime":"0","endTime":"0","summary":"今年以来戴尔、诺基亚、联想、思科、英特尔、德州仪器和美光科技今年平均涨幅达158%，合计市值增加约1.7万亿美元。这些曾在互联网泡沫中重创、长期被市场忽视的硬件厂商，因AI数据中心爆发式扩张迎来需求拐点，纷纷完成从\"科技恐龙\"到\"AI新势力\"的蜕变。","market":"sh","thumbnail":"https://static.tigerbbs.com/bc5f0b6a1355519bc7827d6873109f3a","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/bc5f0b6a1355519bc7827d6873109f3a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["DELL","NOK","LNVGY","00992","04333","CSCO","04335","INTC","MU","TXN","MULL","CSCS","CSCL","MUD","80992","LNOK","MUU","LINT","DLLL","INTW"],"symbols_score_info":{"80992":0.6,"MULL":0.6,"CSCS":0.6,"CSCL":0.6,"MUD":0.6,"DELL":1.94,"TXN":1.85,"04333":1.9,"LNOK":0.6,"MUU":0.6,"LINT":0.6,"DLLL":0.6,"CSCO":1.9,"NOK":1.92,"MU":1.86,"04335":1.89,"LNVGY":1.91,"INTW":0.6,"00992":1.91,"INTC":1.89},"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":"2639860797","title":"新股消息 | 狂揽776亿孖展、超购1133倍！首钢朗泽招股收官","url":"https://stock-news.laohu8.com/highlight/detail?id=2639860797","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2639860797?lang=zh_cn&edition=full","pubTime":"2026-05-31 15:32","pubTimestamp":1780212778,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，CCUS行业龙头首钢朗泽于2026年5月26日起至29日招股，市场认购情绪空前火爆。根据捷利交易宝数据，截至5月29日16时，公开招股部分共录得券商孖展资金高达775.92亿港元，以公开发售集资额0.684亿港元计算，孖展超额认购高达1133.38倍。首钢朗泽本次全球发售4000万股H股，其中10%作香港公开发售，设15%超额配股权。","market":"fut","thumbnail":"https://static.tigerbbs.com/266ab84342c6ca65b538d0b42bc1dc4e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/266ab84342c6ca65b538d0b42bc1dc4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["IPOS","02553"],"symbols_score_info":{"IPOS":1.5,"02553":1.5},"source_rank":0,"column":"","sentiment":"2","news_tag":"shareholding","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"2639607140","title":"美银Hartnett：泡沫破裂时该交易什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2639607140","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2639607140?lang=zh_cn&edition=full","pubTime":"2026-05-31 14:39","pubTimestamp":1780209560,"startTime":"0","endTime":"0","summary":"Hartnett指出，泡沫破裂后的标准操作是做多债券、做多此前被严重低估的防御性板块，并布局被市场\"低估\"的潜力资产。六月将迎来密集事件风险窗口，包括美国CPI数据、欧洲央行加息、G7峰会及美联储议息会议，任何一项均可能成为触发泡沫破裂的潜在催化剂。","market":"other","thumbnail":"https://static.tigerbbs.com/2493333c086c47deb861eb4b20768041","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/2493333c086c47deb861eb4b20768041"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SPY"],"symbols_score_info":{"SPY":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":"2639607607","title":"黄仁勋预告“PC新时代”：英伟达不想只卖GPU了","url":"https://stock-news.laohu8.com/highlight/detail?id=2639607607","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2639607607?lang=zh_cn&edition=full","pubTime":"2026-05-31 12:16","pubTimestamp":1780201012,"startTime":"0","endTime":"0","summary":"英伟达意图将CPU、GPU与AI单元整合为单颗SoC，直接向戴尔、联想等整机厂商输出完整的核心计算平台，其在价值链中的位置将发生根本性变化。而这走的正是苹果Apple Silicon的垂直整合路径，目标却是整个Windows阵营。","market":"fut","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":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA","2NVD.UK","NVDL","07788","NVDU","NVDQ","NVDS.UK","NVD3.UK","DIPS","NVDS","07388","ANV","3NVD.UK","NVDG","SNVD.UK","NVD2.UK","NVDB","NVD","NVDW","NVII","NVDO","NVDD","NVDX","NVIW.SI","NVDY","NVYY"],"symbols_score_info":{"2NVD.UK":0.6,"NVDA":1.97,"NVDL":0.6,"07788":0.6,"NVDU":0.6,"NVDQ":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVDS":0.6,"07388":0.6,"ANV":0.6,"3NVD.UK":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDB":0.6,"NVD":0.6,"NVDW":0.6,"NVII":0.6,"NVDO":0.6,"NVDD":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVYY":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1132554819","title":"特朗普向伊朗提出更严苛的谅解备忘录条款","url":"https://stock-news.laohu8.com/highlight/detail?id=1132554819","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1132554819?lang=zh_cn&edition=full","pubTime":"2026-05-31 11:27","pubTimestamp":1780198028,"startTime":"0","endTime":"0","summary":"新华社消息，据美国《纽约时报》30日援引美国官员的话报道，美国总统特朗普收紧了旨在结束对伊朗战事的谅解备忘录条款，并已将修改后的版本发给伊朗供其考虑。报道援引美国官员的话说，特朗普对谅解备忘录中涉及解冻伊朗资金的部分表示担忧，并不满伊朗迟迟未对美国的提议作出回应。","market":"us","thumbnail":"https://community-static.tradeup.com/news/7ed29d90b87a6605e0b8dbdcc213f44b","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/7ed29d90b87a6605e0b8dbdcc213f44b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CLmain","BZmain"],"symbols_score_info":{"CLmain":2,"BZmain":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,"isVideo":false,"video":null},{"id":"2639525607","title":"当胡彦斌1个月写出APP，AI时代已经扑面而来","url":"https://stock-news.laohu8.com/highlight/detail?id=2639525607","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2639525607?lang=zh_cn&edition=full","pubTime":"2026-05-31 11:18","pubTimestamp":1780197530,"startTime":"0","endTime":"0","summary":"Vibe Coding浪潮正席卷各行各业，从胡彦斌用自然语言开发出粉丝社区APP\"彦火\"，到好莱坞女星Milla Jovovich则借助Claude Code构建开源AI记忆系统，\"全民造应用\"时代已至。而AI时代技术门槛骤降，\"懂行\"比\"懂代码\"更关键。","market":"sh","thumbnail":"https://static.tigerbbs.com/ec3a39508a628409c682f7afb8d6f291","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ec3a39508a628409c682f7afb8d6f291"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ARTY","AGIX","CHAT","AIPO"],"symbols_score_info":{"ARTY":1.5,"AGIX":1.5,"CHAT":1.5,"AIPO":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":"2639607331","title":"GitHub不装了：AI编程的低价时代结束了，从此按token计费","url":"https://stock-news.laohu8.com/highlight/detail?id=2639607331","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2639607331?lang=zh_cn&edition=full","pubTime":"2026-05-31 10:20","pubTimestamp":1780194048,"startTime":"0","endTime":"0","summary":"计费方式改变之后，用户不再按固定月费付款，是按实际消耗的token数量计费，部分用户反映月度账单可能将暴涨数十倍。但并非所有人都对涨价持批评态度。有用户认为，暴涨根源在于使用者缺乏节制。","market":"sh","thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CHAT","AGIX","ARTY","AIPO"],"symbols_score_info":{"CHAT":1.5,"AGIX":1.5,"ARTY":1.5,"AIPO":1.5},"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":"1129637945","title":"中国5月官方制造业PMI为50，位于临界点","url":"https://stock-news.laohu8.com/highlight/detail?id=1129637945","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1129637945?lang=zh_cn&edition=full","pubTime":"2026-05-31 09:32","pubTimestamp":1780191158,"startTime":"0","endTime":"0","summary":"中国5月官方制造业PMI为50，比上月下降0.3个百分点，位于临界点。","market":"us","thumbnail":"https://static.tigerbbs.com/2c95bdb75bbd57d223ce4095a2f438cc","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/2c95bdb75bbd57d223ce4095a2f438cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"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":"2639360953","title":"AI军备竞赛下一个爆发点！高盛：电容就是“新内存”","url":"https://stock-news.laohu8.com/highlight/detail?id=2639360953","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2639360953?lang=zh_cn&edition=full","pubTime":"2026-05-31 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