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AI刺激“后台管理系统”超级周期：先是SAP，现在是Oracle
AI刺激“后台管理系统”超级周期：先是SAP，现在是Oracle
如果美国“资本税”落地，高盛预计央行还会买更多黄金
如果美国“资本税”落地，高盛预计央行还会买更多黄金
经济学家：美联储政策路径9月前难有明确方向
经济学家：美联储政策路径9月前难有明确方向
交易员周五狂买看涨期权，看好美油到80美元
交易员周五狂买看涨期权，看好美油到80美元
全球化“退潮”下美股海外业务的隐忧——七问美股海外经营状况
全球化“退潮”下美股海外业务的隐忧——七问美股海外经营状况
特朗普任内首份财务披露报告：通过加密货币获益5736万美元
特朗普任内首份财务披露报告：通过加密货币获益5736万美元
谷歌前CEO深度专访：AI、智能体会重塑世界
谷歌前CEO深度专访：AI、智能体会重塑世界
大摩：Oracle的暴涨才刚刚开始？AI刺激“后台管理系统”超级周期
大摩：Oracle的暴涨才刚刚开始？AI刺激“后台管理系统”超级周期
沃尔玛及亚马逊拟发行稳定币，Visa、万事达股价下跌
沃尔玛及亚马逊拟发行稳定币，Visa、万事达股价下跌
以伊冲突下油价攀升引发通胀担忧，或致美联储推迟降息
以伊冲突下油价攀升引发通胀担忧，或致美联储推迟降息
昨夜今晨｜中东紧张局势加剧！欧美股市集体下跌；市场避险情绪激增！黄金、原油大涨
昨夜今晨｜中东紧张局势加剧！欧美股市集体下跌；市场避险情绪激增！黄金、原油大涨
云计算与AI助推新一轮增长，甲骨文股价创2001年来最佳单周表现
云计算与AI助推新一轮增长，甲骨文股价创2001年来最佳单周表现
瑞典养老金AP7“拉黑”特斯拉，清仓13.6亿美元持股，称其侵犯劳工权利
瑞典养老金AP7“拉黑”特斯拉，清仓13.6亿美元持股，称其侵犯劳工权利
Circle股价上市以来暴涨四倍！华尔街对数字资产相关公司兴趣急剧升温
Circle股价上市以来暴涨四倍！华尔街对数字资产相关公司兴趣急剧升温
特朗普提交美国钢铁销售安全协议提案
特朗普提交美国钢铁销售安全协议提案
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2543506603","title":"AI刺激“后台管理系统”超级周期：先是SAP，现在是Oracle","url":"https://stock-news.laohu8.com/highlight/detail?id=2543506603","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2543506603?lang=zh_cn&edition=full","pubTime":"2025-06-14 13:32","pubTimestamp":1749879156,"startTime":"0","endTime":"0","summary":"大摩认为，甲骨文强劲财报表明，后台办公超级周期正从SAP生态系统扩展至更广泛的ERP市场。企业对AI能力的需求正在推动客户从本地部署产品升级到云端，因为所有AI功能只在云端提供。这清晰地勾勒出AI驱动的ERP云迁移趋势，为相关软件服务公司带来了明确的增长机遇。","market":"sg","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":["ORCL","SAP"],"symbols_score_info":{"ORCL":1,"SAP":1},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"2543765793","title":"如果美国“资本税”落地，高盛预计央行还会买更多黄金","url":"https://stock-news.laohu8.com/highlight/detail?id=2543765793","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2543765793?lang=zh_cn&edition=full","pubTime":"2025-06-14 12:21","pubTimestamp":1749874902,"startTime":"0","endTime":"0","summary":"高盛表示，若美国第899条税改落地并对央行美债收益征税，可能进一步刺激央行“去美元化”，增配黄金。尽管该条款被取消或推迟的可能性较高，高盛仍重申做多黄金，预计金价到2025年底升至3700美元，2026年中期达4000美元。","market":"sg","thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SGCmain","DUST","159934","NUGT","IAU","159831","SGUmain","GDX","1OZmain","518880","MGCmain","GCmain"],"symbols_score_info":{"159831":1,"159934":0.6,"518880":0.6,"1OZmain":1,"GCmain":1,"MGCmain":1,"NUGT":0.6,"IAU":0.6,"DUST":0.6,"SGCmain":0.6,"SGUmain":0.6,"GDX":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"2543659444","title":"经济学家：美联储政策路径9月前难有明确方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2543659444","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2543659444?lang=zh_cn&edition=full","pubTime":"2025-06-14 12:02","pubTimestamp":1749873745,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，一项对经济学家的最新调查显示，美联储还需要数月时间才能清楚了解特朗普政府政策变动将如何影响美国经济，因此政策制定者在九月之前不太可能考虑调整利率。这项在6月6日至11日进行的调查显示，超过90%的受访经济学家表示，美联储至少要到九月才可能获得足够的清晰度，以判断特朗普政府贸易、移民和财政支出政策对经济的影响。市场目前普遍预计，美联储将在下周的政策会议上连续第四次按兵不动。","market":"hk","thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["UPRO","SH","ESmain","SPXU","IVV",".SPX","OEX","SPY","OEF","MESmain","SSO","SDS"],"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1,"SSO":0.6,"UPRO":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing"},{"id":"2543654792","title":"交易员周五狂买看涨期权，看好美油到80美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2543654792","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2543654792?lang=zh_cn&edition=full","pubTime":"2025-06-14 10:46","pubTimestamp":1749869204,"startTime":"0","endTime":"0","summary":"以伊冲突后，投资者大量买入原油看涨期权，押注未来油价还会进一步上涨至80美元。芝商所数据显示，周五当天，WTI原油2025年8月到期、行权价为80美元的看涨期权成交达33411份，创下今年1月以来的单日最高纪录。","market":"hk","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":["BZmain","QMmain","USO","DWT","DUG","SCO","DDG","UCO","CLmain"],"symbols_score_info":{"CLmain":1,"QMmain":1,"SCO":1,"UCO":1,"USO":1,"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"1148463423","title":"全球化“退潮”下美股海外业务的隐忧——七问美股海外经营状况","url":"https://stock-news.laohu8.com/highlight/detail?id=1148463423","media":"一瑜中的","top":-1,"share":"https://www.laohu8.com/m/news/1148463423?lang=zh_cn&edition=full","pubTime":"2025-06-14 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大企业海外业务占比3成，高于小企业（20%）。由此可见，若关税导致去美元化进一步演绎，或对美股海外业务形成较大冲击，进而对美股、特别是权重股业绩形成冲击。龙头企业中半数以上的企业海外业务占比高于行业均值。Q7：美股中国业务的占比高吗？","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".IXIC",".SPX",".DJI"],"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1584436024241"},{"id":"1125690110","title":"特朗普任内首份财务披露报告：通过加密货币获益5736万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1125690110","media":"央视新闻","top":-1,"share":"https://www.laohu8.com/m/news/1125690110?lang=zh_cn&edition=full","pubTime":"2025-06-14 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Financial股份所获得的约5736万美元收益。这家加密货币平台于去年启动，数字代币的销售为特朗普及其家族带来了可观利润。特朗普的财务披露还显示，他从带有他名字的吉他、圣经和手表中获得了数百万美元的收入。","market":"us","thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb"],"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":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1568181200495"},{"id":"1125639102","title":"谷歌前CEO深度专访：AI、智能体会重塑世界","url":"https://stock-news.laohu8.com/highlight/detail?id=1125639102","media":"AIGC开放社区","top":-1,"share":"https://www.laohu8.com/m/news/1125639102?lang=zh_cn&edition=full","pubTime":"2025-06-14 09:30","pubTimestamp":1749864600,"startTime":"0","endTime":"0","summary":"当下AI正从单个模型向多智能体系统演进。目前，全球AI领域的年碳排放量已占全球总量的1.5%，若不加以控制，2030年这一比例可能突破5%。智能体需要安全监管随着AI从工具向智能体演进，其潜在风险引发广泛争议。AI、智能体重塑世界尽管挑战重重，但Schmidt对AI的$未来发展$充满信心。经济重构，智能体将承担大部分重复性劳动，人类转向创造性工作。","market":"us","thumbnail":"https://static.tigerbbs.com/c1bd8214fa8cdc37337e2f5ba3ee4692","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c1bd8214fa8cdc37337e2f5ba3ee4692"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GOOGL","GOOG"],"symbols_score_info":{"GOOG":1.1,"GOOGL":1.1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1680749794970"},{"id":"1100183849","title":"大摩：Oracle的暴涨才刚刚开始？AI刺激“后台管理系统”超级周期","url":"https://stock-news.laohu8.com/highlight/detail?id=1100183849","media":"美股IPO","top":-1,"share":"https://www.laohu8.com/m/news/1100183849?lang=zh_cn&edition=full","pubTime":"2025-06-14 09:14","pubTimestamp":1749863666,"startTime":"0","endTime":"0","summary":"大摩认为，$甲骨文$强劲财报表明，后台办公超级周期正从SAP生态系统扩展至更广泛的ERP市场。据追风交易台消息，$摩根士丹利$分析师在6月12日的报告中表示，AI正成为企业后台办公系统升级的强劲催化剂。管理层预期云应用增长率在2026财年将进一步加速。历史上，SAP凭借2027年终止支持更激进云迁移策略，在后台办公超级周期中处于领先地位。这一调研结果与甲骨文管理层的观察高度一致，证实了AI需求正在成为ERP云迁移的重要驱动因素。","market":"us","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ORCL"],"symbols_score_info":{"ORCL":1.1},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"MGIPO"},{"id":"1171115260","title":"沃尔玛及亚马逊拟发行稳定币，Visa、万事达股价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1171115260","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1171115260?lang=zh_cn&edition=full","pubTime":"2025-06-14 08:55","pubTimestamp":1749862547,"startTime":"0","endTime":"0","summary":"6月14日，引述消息人士称，大型零售商$沃尔玛$和$亚马逊$，以及旅游网站$Expedia$与多间航空公司，考虑自行发行稳定币，作为消费者购物的支付工具。商业集团自行发行稳定币的举动，可能会影响传统支付营运商的收入，$Visa$及$万事达$周五股价分别收跌4.99%和4.62%。据悉，上述大型商家希望借发行稳定币，减少手续费开支并加强对支付基建的控制。美国总统特朗普政府正争取国会通过监管稳定币体系的法案《Genius Act》。","market":"us","thumbnail":"https://static.tigerbbs.com/c92c76c8f804eb4b8b6f1181f3d7d205","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c92c76c8f804eb4b8b6f1181f3d7d205"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MA","V"],"symbols_score_info":{"MA":1.1,"V":1.1},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"2543656948","title":"以伊冲突下油价攀升引发通胀担忧，或致美联储推迟降息","url":"https://stock-news.laohu8.com/highlight/detail?id=2543656948","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2543656948?lang=zh_cn&edition=full","pubTime":"2025-06-14 08:40","pubTimestamp":1749861600,"startTime":"0","endTime":"0","summary":"6月14日，经济学家表示，在美联储正等待评估通胀可能受到的影响之际，以色列对伊朗的袭击可能会推迟美联储降息的时间表。由于以色列的袭击引发了投资者对中东这个全球能源供应关键地区爆发更广泛冲突的担忧，原油价格在周五攀升至几个月以来的最高水平。他进一步指出，如果冲突扩大，油价反应将呈指数级而非线性增长。美联储下一次议息会议定于6月17日至18日召开。","market":"us","thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SH","UPRO","ESmain","IVV",".SPX","SPY","OEX","OEF","MESmain","SSO","SPXU","SDS"],"symbols_score_info":{"SPY":1,"MESmain":0.6,"UPRO":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"OEF":0.6,"IVV":0.6,".SPX":0.6,"ESmain":0.6},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing"},{"id":"1110999463","title":"昨夜今晨｜中东紧张局势加剧！欧美股市集体下跌；市场避险情绪激增！黄金、原油大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1110999463","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1110999463?lang=zh_cn&edition=full","pubTime":"2025-06-14 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