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若新规落地，SpaceX 进入标普 500 指数的道路或将更为平坦
若新规落地，SpaceX 进入标普 500 指数的道路或将更为平坦
小鹏集团4月共交付新车31,011台，环比增长13%
小鹏集团4月共交付新车31,011台，环比增长13%
伯克希尔CEO格雷格·阿贝尔将首次主持年度股东大会：以下是10个尖锐问题
伯克希尔CEO格雷格·阿贝尔将首次主持年度股东大会：以下是10个尖锐问题
2027年，AI资本开支将达1万亿美元？
2027年，AI资本开支将达1万亿美元？
美SEC批准纳斯达克推出预测期权，挂钩100指数及其微型指数
美SEC批准纳斯达克推出预测期权，挂钩100指数及其微型指数
AI资本开支分化：英伟达仍是核心，但不再是唯一答案
AI资本开支分化：英伟达仍是核心，但不再是唯一答案
“炸裂财报”成“抛售契机”，闪迪、西部数据股价绩后重挫
“炸裂财报”成“抛售契机”，闪迪、西部数据股价绩后重挫
谷歌、卡特彼勒成“大赢家”，AI和财报压倒战争，4月的美股创2020年以来最强
谷歌、卡特彼勒成“大赢家”，AI和财报压倒战争，4月的美股创2020年以来最强
美股4月大反弹，头号牛股狂飙114%，这只巨头却惨跌24%
美股4月大反弹，头号牛股狂飙114%，这只巨头却惨跌24%
蔚来4月交付了29,356辆汽车，同比增长22.8%
蔚来4月交付了29,356辆汽车，同比增长22.8%
美SEC批准纳斯达克推出预测期权，挂钩100指数及其微型指数
美SEC批准纳斯达克推出预测期权，挂钩100指数及其微型指数
谷歌“历史最大涨幅”、英伟达反而大跌！高盛资深半导体分析师建议“做多云、减持芯片”
谷歌“历史最大涨幅”、英伟达反而大跌！高盛资深半导体分析师建议“做多云、减持芯片”
一周港股牛熊榜 | 锂电概念大热，龙蟠科技周涨17%；易主进入倒计时，恒大物业周涨16%；配股筹资约6.18亿港元，361度一周跌20%
一周港股牛熊榜 | 锂电概念大热，龙蟠科技周涨17%；易主进入倒计时，恒大物业周涨16%；配股筹资约6.18亿港元，361度一周跌20%
西部数据电话会：存储需求"阶跃式增长"，复合增速将超25%，订单能见度延伸至2029年
西部数据电话会：存储需求"阶跃式增长"，复合增速将超25%，订单能见度延伸至2029年
闪迪电话会：拿下420亿美元长单、高毛利可持续，“行业转折点时刻，几乎想不出谁是输家！”
闪迪电话会：拿下420亿美元长单、高毛利可持续，“行业转折点时刻，几乎想不出谁是输家！”
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1188012047","title":"若新规落地，SpaceX 进入标普 500 指数的道路或将更为平坦","url":"https://stock-news.laohu8.com/highlight/detail?id=1188012047","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1188012047?lang=zh_cn&edition=full","pubTime":"2026-05-01 15:34","pubTimestamp":1777620856,"startTime":"0","endTime":"0","summary":"此次审查是由 SpaceX 等尚未盈利的超大市值公司可能进行的巨额首次公开募股所推动。负责管理标普 500 指数和道琼斯工业平均指数的标普道琼斯指数公司周四时候宣布，将启动一项审查程序，以评估是否应放宽对超大市值公司的资格要求，并允许其“快速通道”入指。此次对超大市值公司指数处理的审查，正值有报道称 SpaceX、Anthropic 和 OpenAI 准备最早于今年晚些时候进行 IPO 之际。该通知概述了正在审查中的对标普 500 指数的多项潜在修改。","market":"hk","thumbnail":"https://static.tigerbbs.com/39fc30a2e29aeea7ac9cf177dff53861","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/39fc30a2e29aeea7ac9cf177dff53861"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["DXYZ"],"symbols_score_info":{"DXYZ":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":"1184177454","title":"小鹏集团4月共交付新车31,011台，环比增长13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184177454","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1184177454?lang=zh_cn&edition=full","pubTime":"2026-05-01 14:46","pubTimestamp":1777618016,"startTime":"0","endTime":"0","summary":"5月1日，小鹏集团公布2026年4月交付成绩。4月共交付新车31,011台。","market":"hk","thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["XPEV","09868","XPEG"],"symbols_score_info":{"XPEV":2,"XPEG":0.6,"09868":2},"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":"1190749587","title":"伯克希尔CEO格雷格·阿贝尔将首次主持年度股东大会：以下是10个尖锐问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1190749587","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1190749587?lang=zh_cn&edition=full","pubTime":"2026-05-01 14:39","pubTimestamp":1777617542,"startTime":"0","endTime":"0","summary":"要点格雷格·阿贝尔于2025年底出任伯克希尔CEO，他将主持伯克希尔·哈撒韦的年度股东大会，并回答两个半小时的问题。自2025年底以来，伯克希尔·哈撒韦股价下跌了4%，落后标普500指数10个百分点。仍担任董事长的巴菲特将坐在台下、与其他伯克希尔董事一起，预计不会回答问题。除了政治以及伯克希尔正在买卖哪些股票之外，阿贝尔在会议手册中写道，其他话题都是“可以问的”。一些投资者认为伯克希尔规模过大、业务过于庞杂而难以管理。","market":"hk","thumbnail":"https://static.tigerbbs.com/aeb04a0f279ca6af6eb92e1ed5350bd1","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/aeb04a0f279ca6af6eb92e1ed5350bd1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["BRK.A","BRK.B","BRKU","BRKC","BRKD","BRKW"],"symbols_score_info":{"BRKU":0.6,"BRK.A":2,"BRKC":0.6,"BRKD":0.6,"BRK.B":2,"BRKW":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"conferences","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2632894697","title":"2027年，AI资本开支将达1万亿美元？","url":"https://stock-news.laohu8.com/highlight/detail?id=2632894697","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2632894697?lang=zh_cn&edition=full","pubTime":"2026-05-01 14:29","pubTimestamp":1777616989,"startTime":"0","endTime":"0","summary":"美银上调2026年全球云厂商资本支出至超8000亿美元（同比+67%），2027年或破万亿。微软资本支出指引较预期高出约240亿美元，其中250亿美元来自零部件涨价，凸显AI芯片供应商定价权。算力全年供给受限、需求有客户承诺支撑，AI半导体产业链景气度有望持续。","market":"other","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AIPO","CHAT","ARTY","AGIX"],"symbols_score_info":{"AIPO":1.5,"CHAT":1.5,"ARTY":1.5,"AGIX":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":"2632986691","title":"美SEC批准纳斯达克推出预测期权，挂钩100指数及其微型指数","url":"https://stock-news.laohu8.com/highlight/detail?id=2632986691","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2632986691?lang=zh_cn&edition=full","pubTime":"2026-05-01 14:17","pubTimestamp":1777616241,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国证券交易委员会于当地时间4月30日(周四)批准了纳斯达克的规则变更提议，允许其在旗下MRX交易所上市并交易与基准指数挂钩的预测市场期权。根据获批方案，纳斯达克首批产品将紧密挂钩纳斯达克100指数及其微型指数，为投资者提供一种基于指数点位预测的纯粹风险管理与投机工具。SEC在加速批准命令中指出，纳斯达克的提议符合维护投资者利益及保障公平公正市场原则的要求。","market":"sh","thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["HXC",".IXIC","NDX","NDAQ","PSQ","FTEC","TQQQ","JEPQ","QQQY","IYW","NVIW.SI","QQQM","GPIQ","QDTE","QQQ","QLD","SQQQ","QID","TQQY","QQQJ","MNQmain","QQQA","ONEQ","QYLG","QQQE"],"symbols_score_info":{"PSQ":0.6,"FTEC":0.6,"TQQQ":0.6,"HXC":1.95,"JEPQ":0.6,"QQQY":0.6,"IYW":0.6,"NVIW.SI":0.6,"QQQM":0.6,"GPIQ":0.6,"QDTE":0.6,"QQQ":0.6,"QLD":0.6,"SQQQ":0.6,"NDAQ":1.94,"QID":0.6,"TQQY":0.6,".IXIC":1.95,"QQQJ":0.6,"MNQmain":0.6,"QQQA":0.6,"ONEQ":0.6,"NDX":1.95,"QYLG":0.6,"QQQE":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"1150955680","title":"AI资本开支分化：英伟达仍是核心，但不再是唯一答案","url":"https://stock-news.laohu8.com/highlight/detail?id=1150955680","media":"美股研究社","top":-1,"share":"https://www.laohu8.com/m/news/1150955680?lang=zh_cn&edition=full","pubTime":"2026-05-01 13:40","pubTimestamp":1777614000,"startTime":"0","endTime":"0","summary":"英伟达仍是最大赢家，但股价不再只看订单四大巨头Capex继续抬升，按理说最直接利好英伟达。英伟达最新财年第四季度收入681亿美元，同比增长73%；数据中心收入623亿美元，同比增长75%；2026财年全年收入2159亿美元，同比增长65%。英伟达75%左右的毛利率，是AI芯片周期最核心的利润池。第四是资本开支回报。这也是为什么英伟达仍然是AI周期核心，却不再是“买了就完事”的标的。","market":"us","thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA","NVD","NVDQ","DIPS","NVDX","NVDB","NVDD","ANV","NVDS","NVII","NVDL","NVDO","NVYY","NVDG","NVDW","NVDU","NVDY"],"symbols_score_info":{"NVD":0.6,"NVDA":2,"NVDQ":0.6,"DIPS":0.6,"NVDX":0.6,"NVDB":0.6,"NVDD":0.6,"ANV":0.6,"NVDS":0.6,"NVII":0.6,"NVDL":0.6,"NVDO":0.6,"NVYY":0.6,"NVDG":0.6,"NVDW":0.6,"NVDU":0.6,"NVDY":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"mgyjs","isHighRisk":false,"isVideo":false,"video":null},{"id":"2632952286","title":"“炸裂财报”成“抛售契机”，闪迪、西部数据股价绩后重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2632952286","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2632952286?lang=zh_cn&edition=full","pubTime":"2026-05-01 13:32","pubTimestamp":1777613529,"startTime":"0","endTime":"0","summary":"闪迪营收同比暴增97%，数据中心业务单季翻三倍；西部数据营收同比增长45%，两家公司指引均大幅超预期，但盘后股价分别下跌6%、8%。分析师指出，在西部数据一年涨约900%、闪迪上市以来涨约3300%的背景下，强劲业绩已被充分定价，指引“缺乏足够惊喜”，触发市场获利了结。","market":"hk","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"b5752ec0def9beac4720a165f05909f0","theme_name":"热榜No.7 · 美股大型科技企业财报发布及期货市场普遍上涨","theme_type":2,"isJumpTheme":false,"symbols":["SNDK","WDC","SNXX","WDCX"],"symbols_score_info":{"SNDK":1.96,"SNXX":0.6,"WDC":1.95,"WDCX":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2632860694","title":"谷歌、卡特彼勒成“大赢家”，AI和财报压倒战争，4月的美股创2020年以来最强","url":"https://stock-news.laohu8.com/highlight/detail?id=2632860694","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2632860694?lang=zh_cn&edition=full","pubTime":"2026-05-01 13:25","pubTimestamp":1777613106,"startTime":"0","endTime":"0","summary":"4月美股强势收官，标普500单月涨10%，创2020年11月以来最佳月度表现。Alphabet财报亮眼，股价单日飙升近10%。卡特彼勒受AI数据中心电力需求驱动，股价涨逾9%。尽管地缘政治紧张、通胀升温、美联储降息预期延后，市场情绪仍由企业盈利与AI叙事主导。","market":"sg","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CAT","GOOG","GOOGL","GGLL","GOOW","GOOY","GOOP","GOOX","GOU","GGLS"],"symbols_score_info":{"GGLL":0.6,"GOOW":0.6,"GOOY":0.6,"GOOP":0.6,"GOOX":0.6,"CAT":2,"GOOG":2,"GOU":0.6,"GOOGL":2,"GGLS":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1183658569","title":"美股4月大反弹，头号牛股狂飙114%，这只巨头却惨跌24%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183658569","media":"Barron's巴伦","top":-1,"share":"https://www.laohu8.com/m/news/1183658569?lang=zh_cn&edition=full","pubTime":"2026-05-01 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日单日暴跌，此后持续遭抛售。4月21日该股收跌12%，成为标普500指数当日表现最差的股票。耐克：4月下跌16%。","market":"hk","thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SNDK","STX","AMD","CHTR","CNC","INTC","AMUU","AMYY","AMDL","AMDW","SNDU","LINT","AMDU","AMDD","AMDY","DAMD","CNCG","INTW","AMDG","SNXX"],"symbols_score_info":{"AMUU":0.6,"SNDK":2,"AMYY":0.6,"STX":2,"AMD":2,"AMDL":0.6,"AMDW":0.6,"SNDU":0.6,"CHTR":2,"LINT":0.6,"AMDU":0.6,"AMDD":0.6,"CNC":2,"AMDY":0.6,"DAMD":0.6,"CNCG":0.6,"INTC":2,"INTW":0.6,"AMDG":0.6,"SNXX":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1755472130049","isHighRisk":false,"isVideo":false,"video":null},{"id":"1150829909","title":"蔚来4月交付了29,356辆汽车，同比增长22.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150829909","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1150829909?lang=zh_cn&edition=full","pubTime":"2026-05-01 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