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香港交易所考虑延长股票交易时间,取消午休时段
香港交易所考虑延长股票交易时间,取消午休时段
恐慌信号!高盛交易员:AI信用风险已开始向更广泛市场扩散
恐慌信号!高盛交易员:AI信用风险已开始向更广泛市场扩散
本周最大悬念:Mag 7财报,能否给美股"续命"?
本周最大悬念:Mag 7财报,能否给美股"续命"?
被挤出AI核心赛道?华尔街多头倒戈,奉劝散户切勿盲目“抄底”IBM
被挤出AI核心赛道?华尔街多头倒戈,奉劝散户切勿盲目“抄底”IBM
天数智芯涨近5%,获高盛首次覆盖并看高至1000港元
天数智芯涨近5%,获高盛首次覆盖并看高至1000港元
期权大单|奈飞523万美元双买实值Put押注长空;苹果千万级熊市价差封锁上行空间,美光百万级远虚值空单入场防守
期权大单|奈飞523万美元双买实值Put押注长空;苹果千万级熊市价差封锁上行空间,美光百万级远虚值空单入场防守
AI超级周期引爆产能战:台积电在亚利桑那加码千亿美元,2650亿巨资砸向美国AI芯片版图
AI超级周期引爆产能战:台积电在亚利桑那加码千亿美元,2650亿巨资砸向美国AI芯片版图
港股直击 | 中国软件国际涨超36%,携手月之暗面推进TokenOS合作,AI基金管理场景迎新进展
港股直击 | 中国软件国际涨超36%,携手月之暗面推进TokenOS合作,AI基金管理场景迎新进展
港股期权|科网股全线拉升,腾讯期权半日成交近13万张领跑;阿里大模型升级叠加苹果合作,认购期权同步活跃
港股期权|科网股全线拉升,腾讯期权半日成交近13万张领跑;阿里大模型升级叠加苹果合作,认购期权同步活跃
港股直击 | 港股汽车股板块普涨,北京汽车涨近8%,长城汽车涨近5%,蔚来涨超4%
港股直击 | 港股汽车股板块普涨,北京汽车涨近8%,长城汽车涨近5%,蔚来涨超4%
港股直击 | 生物医药股板块走强,荣昌生物、药明合联、康诺亚涨近8%
港股直击 | 生物医药股板块走强,荣昌生物、药明合联、康诺亚涨近8%
高盛:6月通胀已消除美联储7月加息可能性,沃什需要详解应对机制,避免金融波动
高盛:6月通胀已消除美联储7月加息可能性,沃什需要详解应对机制,避免金融波动
港股直击 | 智谱跌超11%,股价跌破1000港元;MINIMAX跌超10%,股价跌破200港元
港股直击 | 智谱跌超11%,股价跌破1000港元;MINIMAX跌超10%,股价跌破200港元
港股直击 | 迅策涨超18%,TokenOS首次规模性进入私募股权投资领域
港股直击 | 迅策涨超18%,TokenOS首次规模性进入私募股权投资领域
内银股集体拉升,交通银行涨近4%,农业银行涨超3%,花旗称公募、保险及AMC资金回流预期或支撑板块重估
内银股集体拉升,交通银行涨近4%,农业银行涨超3%,花旗称公募、保险及AMC资金回流预期或支撑板块重估
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14:54","pubTimestamp":1784530458,"startTime":"0","endTime":"0","summary":"AI超大规模数据中心的资本开支逻辑正出现裂缝——高盛顶级衍生品交易员Garrett发出警告:相关信用利差持续走阔,恐慌指数单周飙升5.5点,科技板块遭遇10年来最大规模抛售,标普500已难以真实反映个股实际表现。他一语成谶:\"若你上半年赚得风光,7月恐怕极为难熬。\"","market":"hk","thumbnail":"https://static.tigerbbs.com/57086040aaf8d0d02609c5ee56c6e488","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/57086040aaf8d0d02609c5ee56c6e488"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["QTOC","FAS","FLRT","FCVT","INSI","VSHY","JHCB","HISF","NBFC","HYDW","GS","SJB","BSJO","CHAT","GOF","USDX","ARTY","CLOI","AGIX","BHK","AOHY","AIPO","BRHY","VTHR","VPLS","FSBD","CPLS","PYLD","JHCP","APCB","SMTH","BHYB","GSX"],"symbols_score_info":{"QTOC":1.5,"GSX":0.6,"FAS":1.5,"FLRT":1.5,"FCVT":1.5,"INSI":1.5,"VSHY":1.5,"JHCB":1.5,"HISF":1.5,"NBFC":1.5,"HYDW":1.5,"GS":1.5,"SJB":1.5,"BSJO":1.5,"CHAT":1.5,"GOF":1.5,"USDX":1.5,"ARTY":1.5,"CLOI":1.5,"AGIX":1.5,"BHK":1.5,"AOHY":1.5,"AIPO":1.5,"BRHY":1.5,"VTHR":1.5,"VPLS":1.5,"FSBD":1.5,"CPLS":1.5,"PYLD":1.5,"JHCP":1.5,"APCB":1.5,"SMTH":1.5,"BHYB":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":"2652267155","title":"本周最大悬念:Mag 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14:52","pubTimestamp":1784530375,"startTime":"0","endTime":"0","summary":"科技巨头财报季鸣枪,Alphabet与特斯拉率先交卷,成美股走向关键。“科技七姐妹”盈利预期强劲,重回资金“安全港”。但美银警告市场已现“极端仓位”狂热,若AI资本投入生变,叠加地缘与美联储变数,美股恐迎尾部风暴。","market":"nz","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":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["TSLA","XMAG","MAGS","TSLG","TSLZ","TSLS","TLA","CRSH","TEST","TSLT","TSLY","TESL","09366","TSLO","09766","TSLP","TSLL","TSL","TSII","TSLW","07766","07366","TSYY","TSDD","TSLQ","TSLI","TSLR"],"symbols_score_info":{"TSLG":0.6,"TSLZ":0.6,"XMAG":1.5,"TSLA":2,"TSLS":0.6,"TLA":0.6,"CRSH":0.6,"TEST":0.6,"TSLT":0.6,"TSLY":0.6,"TESL":0.6,"09366":0.6,"TSLO":0.6,"09766":0.6,"TSLP":0.6,"TSLL":0.6,"TSL":0.6,"TSII":0.6,"TSLW":0.6,"07766":0.6,"07366":0.6,"TSYY":0.6,"TSDD":0.6,"MAGS":1.5,"TSLQ":0.6,"TSLI":0.6,"TSLR":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":"2652261453","title":"被挤出AI核心赛道?华尔街多头倒戈,奉劝散户切勿盲目“抄底”IBM","url":"https://stock-news.laohu8.com/highlight/detail?id=2652261453","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2652261453?lang=zh_cn&edition=full","pubTime":"2026-07-20 14:50","pubTimestamp":1784530235,"startTime":"0","endTime":"0","summary":"IBM全新的AI工具包可能依然举足轻重就在IBM遭遇评级下调和股价下滑之际,该公司正在推出多年来最大规模的一些产品更新。这次下调评级恰逢IBM迎来另一个关键时刻。在他看来,在企业技术预算的重大转变中,IBM正处于不利的一侧,因为现在的支出更多地流向了以AI为核心的项目。","market":"us","thumbnail":"https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["IBM","AIPO","ARTY","AGIX","QTOC","FAZ","VTHR","CHAT","SKYY","TDIV"],"symbols_score_info":{"SKYY":0.6,"IBM":1.5,"AIPO":1.5,"TDIV":0.6,"ARTY":1.5,"AGIX":1.5,"QTOC":1.5,"FAZ":1.5,"VTHR":1.5,"CHAT":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"1185497490","title":"天数智芯涨近5%,获高盛首次覆盖并看高至1000港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185497490","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1185497490?lang=zh_cn&edition=full","pubTime":"2026-07-20 14:17","pubTimestamp":1784528222,"startTime":"0","endTime":"0","summary":"7月20日,天数智芯涨近5%,报519港元。消息面上,高盛近日发布报告,首次覆盖天数智芯,并给予“买入”评级,12个月目标价为1000港元,较现价有约85%的潜在上升空间。高盛看好天数智芯的核心逻辑在于中国AI资本支出上行。报告大幅上调对中国CSP AI资本支出的预测,认为相关投入增加将带动AI基础设施建设,并进一步提升本土AI芯片需求。高盛认为天数智芯作为本土头部供应商,有望受益于客户多元化趋势及产品性能提升。公司TG系列和ZK系列产品线覆盖训练到推理等场景,软件栈兼容性较高,有助于降低客户切换成本。财务方面,高盛预计随着规模效应逐步体现,天数智芯运营费用率将由2025年的156%降至2030年的23%,并推动公司净利润在2027年转正,随后进入增长阶段。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/991e682fd998de57c879871f7b0a83d0","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/991e682fd998de57c879871f7b0a83d0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["09903"],"symbols_score_info":{"09903":2.1},"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":"1162961378","title":"期权大单|奈飞523万美元双买实值Put押注长空;苹果千万级熊市价差封锁上行空间,美光百万级远虚值空单入场防守","url":"https://stock-news.laohu8.com/highlight/detail?id=1162961378","media":"期权大单","top":-1,"share":"https://www.laohu8.com/m/news/1162961378?lang=zh_cn&edition=full","pubTime":"2026-07-20 14:00","pubTimestamp":1784527200,"startTime":"0","endTime":"0","summary":"股价大幅下挫之际,其期权市场涌现数笔百万美元级别的大额交易,其中一笔超过523万美元的同向双买实值Put组合尤为引人注目,显示出机构资金对长期下跌与波动风险的集中押注。期权市场交投活跃,大单交易频现,其中一笔千万美元级别的熊市价差策略尤为引人注目,显示出部分资金对苹果股价后续上行空间持谨慎态度。整体来看,MU的大单资金情绪明显偏空,市场主导力量仍在通过虚值PUT买入来押注后续回落或提前防范下行风险。","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MU","NFLX","AAPL","AAPW","NFXL","AAPY","NFLP","AAPB","NFLW","AAPU","NFLU","APLY","MUZ","NFLY","MULL","MUD","NFXS","MUYY","AAPD","MUU","AAPX","MIC"],"symbols_score_info":{"AAPW":0.6,"NFXL":0.6,"AAPY":0.6,"NFLP":0.6,"AAPB":0.6,"NFLW":0.6,"AAPU":0.6,"NFLU":0.6,"APLY":0.6,"MUZ":0.6,"MU":2,"NFLY":0.6,"MULL":0.6,"MUD":0.6,"NFXS":0.6,"MUYY":0.6,"AAPD":0.6,"NFLX":2,"MUU":0.6,"AAPL":2,"AAPX":0.6,"MIC":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2652266700","title":"AI超级周期引爆产能战:台积电在亚利桑那加码千亿美元,2650亿巨资砸向美国AI芯片版图","url":"https://stock-news.laohu8.com/highlight/detail?id=2652266700","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2652266700?lang=zh_cn&edition=full","pubTime":"2026-07-20 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| 中国软件国际涨超36%,携手月之暗面推进TokenOS合作,AI基金管理场景迎新进展","url":"https://stock-news.laohu8.com/highlight/detail?id=1127363612","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1127363612?lang=zh_cn&edition=full","pubTime":"2026-07-20 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11:37","pubTimestamp":1784518632,"startTime":"0","endTime":"0","summary":"7月20日,港股汽车股板块普涨,北京汽车涨近8%,长城汽车涨近5%,蔚来涨超4%,赛力斯涨超3%,小鹏、广汽涨近3%,比亚迪、零跑汽车涨近2%,理想、吉利涨超1%。消息面上,国内汽车消费出现改善迹象。7月上旬汽车零售数据同比降幅收窄至15%,较6月全月约23%的降幅明显改善。随着下半年传统购车旺季临近,以及车企新车型持续推出,市场关注汽车终端需求恢复和库存调整后的补库机会。与此同时,汽车行业竞争重点正从电动化进一步转向智能化。智能驾驶、大模型座舱、车载AI等技术加速落地,头部车企持续加大智能化投入,推动汽车产业链价值重估。机构认为,随着汽车出口增长、智能化技术渗透以及行业需求逐步改善,汽车板块后续表现仍取决于销量恢复、盈利能力改善以及智能化业务落地情况。","market":"hk","thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["01958","02333","02513","09866","09927","02015","01211","09868","02238","09863","00175","LI"],"symbols_score_info":{"09866":2,"09927":2,"02015":2,"01211":2,"09868":2,"01958":2.1,"02238":2,"09863":2,"02333":2.1,"00175":2,"02513":2.1,"LI":2},"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":"1162098983","title":"港股直击 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