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华尔街仍看好，但威胁已至！英伟达“4万亿神话”正面临空前挑战
华尔街仍看好，但威胁已至！英伟达“4万亿神话”正面临空前挑战
委内瑞拉事件未撼动美股，但交易逻辑正在累积2026年风险
委内瑞拉事件未撼动美股，但交易逻辑正在累积2026年风险
无视多重不利因素，小摩高管坚定看多2026年IPO与并购市场
无视多重不利因素，小摩高管坚定看多2026年IPO与并购市场
美银看好中国消费股的三大理由：低基数、深度低估、“类可转债”防御
美银看好中国消费股的三大理由：低基数、深度低估、“类可转债”防御
盘前｜美股指期货涨跌不一！“英伟达合作伙伴”集体大涨，贵金属涨势持续
盘前｜美股指期货涨跌不一！“英伟达合作伙伴”集体大涨，贵金属涨势持续
美光科技重现“1993狂热时刻”！存储芯片市场迈入量价齐升期，2026年营收有望翻倍
美光科技重现“1993狂热时刻”！存储芯片市场迈入量价齐升期，2026年营收有望翻倍
百济神州新型BCL2抑制剂百悦达（索托克拉片）在中国获得上市许可
百济神州新型BCL2抑制剂百悦达（索托克拉片）在中国获得上市许可
英伟达2026开年遇挫，华尔街对其6万亿市值目标仍存分歧
英伟达2026开年遇挫，华尔街对其6万亿市值目标仍存分歧
AI迈入“变现时代”！谷歌最新报告：企业AI告别试验期，88%智能体先行者实现正回报
AI迈入“变现时代”！谷歌最新报告：企业AI告别试验期，88%智能体先行者实现正回报
苏姿丰CES演讲全文来了！尧字节时代来临，Helios登场，“未来四年，要实现AI性能1000倍的提升”！
苏姿丰CES演讲全文来了！尧字节时代来临，Helios登场，“未来四年，要实现AI性能1000倍的提升”！
2026年，哪些大消息有望点燃市场情绪？一文读懂美国大厂的“AI催化剂”
2026年，哪些大消息有望点燃市场情绪？一文读懂美国大厂的“AI催化剂”
央行：继续实施适度宽松的货币政策，发挥增量政策和存量政策集成效应
央行：继续实施适度宽松的货币政策，发挥增量政策和存量政策集成效应
财报前瞻 | 华尔街巨头领衔Q4财报季，预计调整后净利润均有双位数增长
财报前瞻 | 华尔街巨头领衔Q4财报季，预计调整后净利润均有双位数增长
走出2025崩盘阴影？比特币新年大涨6%，Tom Lee预言：1月有望创新高
走出2025崩盘阴影？比特币新年大涨6%，Tom Lee预言：1月有望创新高
诺和诺德减肥药Wegovy新版药片已上市，竞争对手Lilly和Viking股票反应如何？
诺和诺德减肥药Wegovy新版药片已上市，竞争对手Lilly和Viking股票反应如何？
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2601869897","title":"华尔街仍看好，但威胁已至！英伟达“4万亿神话”正面临空前挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=2601869897","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2601869897?lang=zh_cn&edition=full","pubTime":"2026-01-06 20:55","pubTimestamp":1767704135,"startTime":"0","endTime":"0","summary":"回顾收盘价刷新历史纪录当日，英伟达股价较2022年底涨幅已超过1300%，公司市值突破5万亿美元，较不到三年前的约4000亿美元大幅跃升。更令华尔街忧心的是，英伟达对多家客户的投资行为，可能被解读为通过人为手段提振需求。华尔街对英伟达的态度也并未转向。华尔街平均目标价意味着未来12个月内有37%的上涨空间，这将推动其市值突破6万亿美元。因此，在可预见的未来，英伟达的市场份额有望保持稳定。","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"],"symbols_score_info":{"NVDA":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false},{"id":"2601894691","title":"委内瑞拉事件未撼动美股，但交易逻辑正在累积2026年风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2601894691","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2601894691?lang=zh_cn&edition=full","pubTime":"2026-01-06 20:45","pubTimestamp":1767703503,"startTime":"0","endTime":"0","summary":"截至目前，抓捕委内瑞拉总统马杜罗的突袭行动在华尔街反响平淡。卖方策略师预计股市将在2026年迎来连续第四年上涨，接受调查的21位预测者平均预期涨幅约为9%。华尔街其他人士指出，尽管委内瑞拉事件本身影响有限，但投资者仍应保持警惕。2026年头两个交易日，标普500指数已上涨0.8%。","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":[".SPX",".DJI","NDX",".IXIC"],"symbols_score_info":{".SPX":2,".DJI":2,"NDX":2,".IXIC":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false},{"id":"2601891245","title":"无视多重不利因素，小摩高管坚定看多2026年IPO与并购市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2601891245","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2601891245?lang=zh_cn&edition=full","pubTime":"2026-01-06 20:20","pubTimestamp":1767702058,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，尽管全球经济与地缘政治面临多重不利因素，摩根大通一位高管仍表示，该机构对今年推动更多首次公开募股及交易持乐观态度。汇编数据显示，摩根大通去年位列全球IPO承销商第三位，尽管去年4月美国关税政策公布后市场一度陷入停滞，但全年交易总规模仍增长47%。Wiltz指出，在与私募信贷机构的竞争中，摩根大通强大的融资能力构成了核心优势。","market":"us","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":["NDX",".IXIC",".SPX",".DJI"],"symbols_score_info":{"NDX":2,".IXIC":2,".SPX":2,".DJI":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false},{"id":"2601889455","title":"美银看好中国消费股的三大理由：低基数、深度低估、“类可转债”防御","url":"https://stock-news.laohu8.com/highlight/detail?id=2601889455","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601889455?lang=zh_cn&edition=full","pubTime":"2026-01-06 20:13","pubTimestamp":1767701627,"startTime":"0","endTime":"0","summary":"美银最新报告明确指出看好中国消费板块，基于三大核心逻辑：低基数效应为2026年业绩修复提供窗口；估值回落至历史低位，溢价几近消失、机构配置极低，逆向布局空间打开；资产呈现“类可转债”属性，龙头现金流稳健，高股息与回购构成价格保护，同时具备下行防御与未来估值修复弹性。","market":"us","thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["HSI","000001.SH"],"symbols_score_info":{"HSI":2,"000001.SH":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1169997642","title":"盘前｜美股指期货涨跌不一！“英伟达合作伙伴”集体大涨，贵金属涨势持续","url":"https://stock-news.laohu8.com/highlight/detail?id=1169997642","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1169997642?lang=zh_cn&edition=full","pubTime":"2026-01-06 19:45","pubTimestamp":1767699900,"startTime":"0","endTime":"0","summary":"1月6日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.14%，纳指期货涨0.07%，标普500指数期货跌0.03%。欧洲市场欧洲主要股指涨跌不一，截至发稿，英国富时100涨0.73%，法国CAC40跌0.37%，德国DAX30指数涨0.25%。原油原油期货小幅拉升，截止发稿，WTI原油涨0.36%，报58.53美元/桶；布伦特原油涨0.42%，报62.02美元/桶。","market":"us","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MNQ2603","MNQ2612","MNQmain","YMmain","NQmain","ESmain"],"symbols_score_info":{"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"YMmain":2,"NQmain":2,"ESmain":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2601741860","title":"美光科技重现“1993狂热时刻”！存储芯片市场迈入量价齐升期，2026年营收有望翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2601741860","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2601741860?lang=zh_cn&edition=full","pubTime":"2026-01-06 19:22","pubTimestamp":1767698532,"startTime":"0","endTime":"0","summary":"美光对今年的位元出货量预测与 DRAM 价格持续上涨的结合，让Dey相信美光已经在经历其“1993 时刻”，并将在今年余下时间里继续保持这一势头。从估值角度看，美光的交易价格为 4 倍远期市净率，或者 5 倍 2026 财年市盈率，这是非常合理的。这些条件类似于 1993 年的结构性短缺，当时曾推动美光股价上涨近 2 倍。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MU"],"symbols_score_info":{"MU":1.98},"source_rank":0,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false},{"id":"1170001608","title":"百济神州新型BCL2抑制剂百悦达（索托克拉片）在中国获得上市许可","url":"https://stock-news.laohu8.com/highlight/detail?id=1170001608","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1170001608?lang=zh_cn&edition=full","pubTime":"2026-01-06 19:02","pubTimestamp":1767697320,"startTime":"0","endTime":"0","summary":"1月6日，$百济神州$宣布，其自研的1类新药新型BCL2抑制剂百悦达获得国家药品监督管理局附条件批准，用于治疗既往接受过至少包含布鲁顿酪氨酸激酶抑制剂在内的一种系统治疗的慢性淋巴细胞白血病/小淋巴细胞淋巴瘤成人患者，以及既往接受过至少两种系统性治疗的复发或难治性套细胞淋巴瘤成人患者。基于此次获批，索托克拉将为已接受过BTK抑制剂治疗的CLL/SLL患者带来新的治疗选择，更使其成为国内首款且唯一可用于治疗MCL的BCL2抑制剂。","market":"hk","thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["688235","ONC","06160"],"symbols_score_info":{"688235":1.5,"ONC":1.5,"06160":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1197794168","title":"英伟达2026开年遇挫，华尔街对其6万亿市值目标仍存分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=1197794168","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1197794168?lang=zh_cn&edition=full","pubTime":"2026-01-06 18:58","pubTimestamp":1767697105,"startTime":"0","endTime":"0","summary":"自10月29日创下历史新高以来，英伟达股价已下跌9.1%，表现远逊于标普500指数，原因是投资者对人工智能支出的可持续性以及这家芯片巨头对市场的掌控力感到日益担忧。英伟达的低迷将波及大多数股票投资者。尽管如此，对英伟达股票的需求依然强劲，尽管盈利预期极高，但其估值仍低于许多大型科技同行。华尔街平均目标价意味着未来12个月有37%的上涨空间，这将使其市值突破6万亿美元。","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","3NVD.UK","NVDX","NVDS","NVDU","NVDD","2NVD.UK","NVD3.UK","NVD2.UK","SNVD.UK","NVIW.SI","NVDY","NVDS.UK","NVDL","NVD"],"symbols_score_info":{"3NVD.UK":0.6,"NVDX":0.6,"NVDS":0.6,"NVDU":0.6,"NVDD":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVDS.UK":0.6,"NVDL":0.6,"NVDA":1.5,"NVD":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},{"id":"2601895163","title":"AI迈入“变现时代”！谷歌最新报告：企业AI告别试验期，88%智能体先行者实现正回报","url":"https://stock-news.laohu8.com/highlight/detail?id=2601895163","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601895163?lang=zh_cn&edition=full","pubTime":"2026-01-06 18:38","pubTimestamp":1767695924,"startTime":"0","endTime":"0","summary":"全球AI应用已迈入以“智能体”为核心的规模化变现时代，商业价值正成为市场核心焦点。谷歌云报告显示，敢于重金投入AI智能体的企业已通过效率与收入提升获得可观回报，并正在主导新一轮的资本重新配置与市场竞争格局。","market":"hk","thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GOOGL","GOOG"],"symbols_score_info":{"GOOG":0.6,"GOOGL":1.95},"source_rank":0,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"2601893507","title":"苏姿丰CES演讲全文来了！尧字节时代来临，Helios登场，“未来四年，要实现AI性能1000倍的提升”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2601893507","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601893507?lang=zh_cn&edition=full","pubTime":"2026-01-06 18:31","pubTimestamp":1767695508,"startTime":"0","endTime":"0","summary":"苏姿丰携AMD“AI全家桶”炸场CES，豪言开启“尧字节级计算时代”！为支撑未来50亿用户需求，AMD祭出“算力怪兽”Helios平台，立下四年内芯片性能提升1000倍的军令状。伴随消费端新品算力力压英特尔，AMD正以云端双线突围之势，掀起新一轮全球算力核竞赛。","market":"sg","thumbnail":"https://static.tigerbbs.com/bf5176058ca499473d3f5278f7b26bc9","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/bf5176058ca499473d3f5278f7b26bc9"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e714146485ddcda773a446e1476e2fd3","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AMD"],"symbols_score_info":{"AMD":1.98},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"2601861854","title":"2026年，哪些大消息有望点燃市场情绪？一文读懂美国大厂的“AI催化剂”","url":"https://stock-news.laohu8.com/highlight/detail?id=2601861854","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601861854?lang=zh_cn&edition=full","pubTime":"2026-01-06 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