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财报前瞻｜携程网本季度营收预计增6.36%，机构观点偏谨慎
财报前瞻｜携程网本季度营收预计增6.36%，机构观点偏谨慎
美股长牛背后有大小熊
美股长牛背后有大小熊
美联储可能加息三次：市场将在哪里面临最严峻考验？
美联储可能加息三次：市场将在哪里面临最严峻考验？
为什么戴尔和慧与成为周五标普500指数表现最佳的股票？
为什么戴尔和慧与成为周五标普500指数表现最佳的股票？
甲骨文创始人拉里·埃里森签订一项交易计划，拟出售至多价值75亿美元股票
甲骨文创始人拉里·埃里森签订一项交易计划，拟出售至多价值75亿美元股票
又见存储巨头“天量奖金”：美光最高发68个月奖金
又见存储巨头“天量奖金”：美光最高发68个月奖金
戴尔单日暴涨12%创新高！被甲骨文点名为千亿资本支出“核心供货商”
戴尔单日暴涨12%创新高！被甲骨文点名为千亿资本支出“核心供货商”
“AI股神”杀回来了：重建此前“爆仓仓位”，但降低杠杆
“AI股神”杀回来了：重建此前“爆仓仓位”，但降低杠杆
商业回报or深空探索？SpaceX星舰每次升空都是一道选择题
商业回报or深空探索？SpaceX星舰每次升空都是一道选择题
曼德海峡告急！沙特首相两次致电敦促美国打击胡塞武装遭拒，美目前无意出手
曼德海峡告急！沙特首相两次致电敦促美国打击胡塞武装遭拒，美目前无意出手
康宁达成最高20亿美元股票配售协议
康宁达成最高20亿美元股票配售协议
昨夜今晨｜美债收益率再上行，美股三大指数续上扬；英伟达洽谈投资Anthropic超级IPO；美国据报目前不打算袭击也门胡塞武装
昨夜今晨｜美债收益率再上行，美股三大指数续上扬；英伟达洽谈投资Anthropic超级IPO；美国据报目前不打算袭击也门胡塞武装
英伟达据报洽谈在Anthropic IPO中投资高达100亿美元
英伟达据报洽谈在Anthropic IPO中投资高达100亿美元
美股成交额TOP 20：甲骨文涨超8%后转跌；AI数据中心建设支出利好，戴尔大涨近12%
美股成交额TOP 20：甲骨文涨超8%后转跌；AI数据中心建设支出利好，戴尔大涨近12%
Anthropic IPO财富盛宴引爆争夺战：高盛、美银等竞逐员工财富管理业务
Anthropic IPO财富盛宴引爆争夺战：高盛、美银等竞逐员工财富管理业务
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1110486531","title":"财报前瞻｜携程网本季度营收预计增6.36%，机构观点偏谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=1110486531","media":"财报Agent","top":-1,"share":"https://www.laohunote.com/m/news/1110486531?lang=zh_cn&edition=full","pubTime":"2026-09-12 15:56","pubTimestamp":1789199764,"startTime":"0","endTime":"0","summary":"携程网将于2026年09月15日美股盘后发布最新财报，市场关注营收增速与合规整改对利润结构的影响。市场一致预期本季度携程网收入为人民币155.59亿元，同比增加6.36%；调整后每股收益为6.01元，同比下降2.50%；息税前利润为人民币42.98亿元，同比增加1.89%；公司上季度未披露针对本季度的明确收入或利润率指引，预测信息中未包含毛利率与净利润或净利率。","market":"us","thumbnail":"https://static.tigerbbs.com/1da50c4560325761eecdc4362108a54c","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/1da50c4560325761eecdc4362108a54c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["TCOM"],"symbols_score_info":{"TCOM":1},"source_rank":0,"column":"","sentiment":"0","news_tag":"earningPreview","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2666505261","title":"美股长牛背后有大小熊","url":"https://stock-news.laohu8.com/highlight/detail?id=2666505261","media":"股市荀策","top":-1,"share":"https://www.laohunote.com/m/news/2666505261?lang=zh_cn&edition=full","pubTime":"2026-09-12 15:46","pubTimestamp":1789199198,"startTime":"0","endTime":"0","summary":"②1982年来美股长牛背后有大小熊，大熊市源于基本面恶化，股指跌幅超50%，盈利估值双杀，如00-02年、07-09年。谈及美股，大多数投资者的印象是长期收益率很高、牛长熊短。我们以此为标准，对1896年以来美股牛熊周期进行划分。这类小熊市主要由地缘冲突、贸易摩擦等外生因素触发，美股在短期回撤后仍延续长牛格局。1982-2000年美股长牛中有3次小熊市。","market":"hk","thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".DJI",".IXIC",".SPX","ZNmain","SPUU","YSPY","SDOW","SDS","SPYH","DIA","IVV","DDM","SH","MMAX","SPDN","UPRO","HIBL","SPYU","VOO","SPXL","SPYM","DXD","SPY","SPYQ","UDOW","SPXS","SSO","SPXU","SMAX","DMAX","DOG"],"symbols_score_info":{"SPUU":0.6,"YSPY":0.6,"SDOW":0.6,"SDS":0.6,"SPYH":0.6,"DIA":0.6,"IVV":0.6,"DDM":0.6,"SH":0.6,"MMAX":0.6,".DJI":2,"SPDN":0.6,"UPRO":0.6,"HIBL":0.6,".IXIC":2,"SPYU":0.6,"VOO":0.6,"SPXL":0.6,"SPYM":0.6,"DXD":0.6,".SPX":2,"SPY":0.6,"SPYQ":0.6,"UDOW":0.6,"SPXS":0.6,"SSO":0.6,"ZNmain":2,"SPXU":0.6,"SMAX":0.6,"DMAX":0.6,"DOG":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":"1164259010","title":"美联储可能加息三次：市场将在哪里面临最严峻考验？","url":"https://stock-news.laohu8.com/highlight/detail?id=1164259010","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1164259010?lang=zh_cn&edition=full","pubTime":"2026-09-12 14:23","pubTimestamp":1789194219,"startTime":"0","endTime":"0","summary":"要点金融市场预计美联储将在周三加息。经济学家指出，从历史情况来看，美联储通常不会满足于只加息一次。他指出，美联储此前已经在2022年至2024年期间实施过一轮幅度较大的加息周期，目前利率水平总体仍然较高，因此今年的加息并不会构成市场预期的突然转变。周五，美国股市在最新消费者通胀数据公布后上涨，同时油价有所回落。","market":"hk","thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ZNmain"],"symbols_score_info":{"ZNmain":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":"1171515123","title":"为什么戴尔和慧与成为周五标普500指数表现最佳的股票？","url":"https://stock-news.laohu8.com/highlight/detail?id=1171515123","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1171515123?lang=zh_cn&edition=full","pubTime":"2026-09-12 14:14","pubTimestamp":1789193644,"startTime":"0","endTime":"0","summary":"要点服务器制造商戴尔科技和慧与科技股价周五均创下历史收盘新高，领涨标普500指数。这为戴尔和HPE提供了提振，因为两家公司都是数据中心硬件供应商。马尔伯里还指出，戴尔近期公布的财报同样表现强劲。数据显示，戴尔的AI服务器业务订单金额已经达到609亿美元，公司的订单积压规模则扩大至950亿美元。数据显示，戴尔股价上涨12%，同样创下历史最高收盘价。","market":"us","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["DELL","HPE","DLLL","HPEL"],"symbols_score_info":{"DELL":2,"DLLL":0.6,"HPE":2,"HPEL":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1148204922","title":"甲骨文创始人拉里·埃里森签订一项交易计划，拟出售至多价值75亿美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1148204922","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1148204922?lang=zh_cn&edition=full","pubTime":"2026-09-12 13:07","pubTimestamp":1789189657,"startTime":"0","endTime":"0","summary":"甲骨文创始人拉里·埃里森已签订一项交易计划，允许他出售在这家软件公司最多5000万股股份，按当前价格计算价值75亿美元。根据周五公布的一份监管文件，埃里森于6月22日采用该计划，该计划定于10月24日结束。根据FactSet的数据，他控制着甲骨文超过40%的股份，如果出售该计划中的所有股票，他仍将拥有11亿股。但实现这一目标需要甲骨文承担大量债务，这引发了投资者的担忧，他们已推动该股今年下跌约20%。","market":"us","thumbnail":"https://static.tigerbbs.com/65f48a892cdcaab300c901c1e9e1c374","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/65f48a892cdcaab300c901c1e9e1c374"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ORCL","ORCX","ORCZ","ORCU","ORCS","ORAC"],"symbols_score_info":{"ORCX":0.6,"ORCL":2,"ORCZ":0.6,"ORCU":0.6,"ORCS":0.6,"ORAC":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2666250342","title":"又见存储巨头“天量奖金”：美光最高发68个月奖金","url":"https://stock-news.laohu8.com/highlight/detail?id=2666250342","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2666250342?lang=zh_cn&edition=full","pubTime":"2026-09-12 12:53","pubTimestamp":1789188806,"startTime":"0","endTime":"0","summary":"美光科技宣布向中国台湾员工发放35至68个月薪酬的创纪录奖励，最低现金补偿170万新台币。然而，代表中国台湾约三分之二员工的桃园工会拒绝接受，坚持要求将15%营业利润纳入奖金分配，并维持罢工威胁。","market":"hk","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MU","IETC","AIQ","MUD","LEGR","PSI","EMSF","RULE","FXL","FTXL","CHAT","SHOC","HBMX","MUYY","FAI","MULL","AIS","DRMY","BAI","TTXU","XLK","ARTY","CGGO","JGRO","SOXQ","MIC","WLDR","PTF","DISK","EFIV","MUZ","MUU","FTEC","USXF","CHPS","VGT","CHPX","BOBP","TRFK","MUG","SOXX","AIFD","WUGI","SMH","EGGY","XNTK","IXN","FDTX"],"symbols_score_info":{"IETC":0.6,"AIQ":0.6,"MUD":0.6,"LEGR":0.6,"PSI":0.6,"EMSF":0.6,"RULE":0.6,"FXL":0.6,"FTXL":0.6,"CHAT":0.6,"SHOC":0.6,"HBMX":0.6,"MUYY":0.6,"FAI":0.6,"MULL":0.6,"AIS":0.6,"DRMY":0.6,"BAI":0.6,"TTXU":0.6,"XLK":0.6,"ARTY":0.6,"CGGO":0.6,"JGRO":0.6,"SOXQ":0.6,"MIC":0.6,"WLDR":0.6,"PTF":0.6,"DISK":0.6,"EFIV":0.6,"MUZ":0.6,"MUU":0.6,"FTEC":0.6,"USXF":0.6,"CHPS":0.6,"VGT":0.6,"CHPX":0.6,"BOBP":0.6,"TRFK":0.6,"MUG":0.6,"MU":1.95,"SOXX":0.6,"AIFD":0.6,"WUGI":0.6,"SMH":0.6,"EGGY":0.6,"XNTK":0.6,"IXN":0.6,"FDTX":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2666508275","title":"戴尔单日暴涨12%创新高！被甲骨文点名为千亿资本支出“核心供货商”","url":"https://stock-news.laohu8.com/highlight/detail?id=2666508275","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2666508275?lang=zh_cn&edition=full","pubTime":"2026-09-12 10:53","pubTimestamp":1789181585,"startTime":"0","endTime":"0","summary":"甲骨文管理层点名戴尔，将其列为公司AI资本开支（950亿美元）的直接受益供应商。叠加RBC Capital首次覆盖给予\"跑赢大盘\"评级，分析师强调其AI基础设施供应链护城河，戴尔股价单日飙涨11.98%创历史新高，市值突破3600亿美元，年内累计涨幅近350%。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/3eeacb00e498e290756889c858c2304f","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/3eeacb00e498e290756889c858c2304f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["DELL","DLLL"],"symbols_score_info":{"DELL":2,"DLLL":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation,movement","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2666085775","title":"“AI股神”杀回来了：重建此前“爆仓仓位”，但降低杠杆","url":"https://stock-news.laohu8.com/highlight/detail?id=2666085775","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2666085775?lang=zh_cn&edition=full","pubTime":"2026-09-12 10:17","pubTimestamp":1789179448,"startTime":"0","endTime":"0","summary":"然而，今年夏季AI板块的大幅回调导致基金损失规模高达数百亿美元，最终不得不大幅削减杠杆并抛售大量持仓。在7月末致投资人的信中，Aschenbrenner表示将“另谋再战之日”，并承诺“汲取必要教训”。据报道，此前与Situational Awareness合作的经纪商均遭到美国司法部调查，令Aschenbrenner在主流金融机构几近“列入黑名单”。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/3eee64267ec0be71054f381bed27323c","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/3eee64267ec0be71054f381bed27323c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CRWD","BE","AMD","ARTY","QTOC","CHAT","VTHR","AGIX","AIPO","BEX","AMDD","DAMD","AMUU","AMDY","AMYY","AMDC","BEZ","BEG","CRWC","BEC","AMDW","AMDL","CRWL","AMDG"],"symbols_score_info":{"ARTY":1.5,"CRWD":2,"BEX":0.6,"AMDD":0.6,"BE":2,"DAMD":0.6,"AMUU":0.6,"QTOC":1.5,"CHAT":1.5,"AMDY":0.6,"AMD":2,"AMYY":0.6,"AMDC":0.6,"BEZ":0.6,"BEG":0.6,"VTHR":1.5,"AGIX":1.5,"CRWC":0.6,"BEC":0.6,"AMDW":0.6,"AMDL":0.6,"CRWL":0.6,"AIPO":1.5,"AMDG":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1762389672944","isHighRisk":false,"isVideo":false,"video":null},{"id":"2666570315","title":"商业回报or深空探索？SpaceX星舰每次升空都是一道选择题","url":"https://stock-news.laohu8.com/highlight/detail?id=2666570315","media":"智通财经","top":-1,"share":"https://www.laohunote.com/m/news/2666570315?lang=zh_cn&edition=full","pubTime":"2026-09-12 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