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跻身英伟达Rubin首批云服务商：Nebius将于2026下半年上线Vera Rubin NVL72算力集群
跻身英伟达Rubin首批云服务商：Nebius将于2026下半年上线Vera Rubin NVL72算力集群
大摩：市场低估美股牛市，六大催化剂将点燃风险偏好
大摩：市场低估美股牛市，六大催化剂将点燃风险偏好
政治干预、降息空间、缩表争议……美联储2026年避不开的六道难关
政治干预、降息空间、缩表争议……美联储2026年避不开的六道难关
新年强势开局！AI需求叠加供给趋紧，存储芯片迎来集体反弹
新年强势开局！AI需求叠加供给趋紧，存储芯片迎来集体反弹
美股生物医药股集体上扬！Moderna涨超7%，Sarepta Therapeutics涨超6%
美股生物医药股集体上扬！Moderna涨超7%，Sarepta Therapeutics涨超6%
美股存储概念股涨幅持续扩大，四巨头股价齐刷历史新高
美股存储概念股涨幅持续扩大，四巨头股价齐刷历史新高
美联储理事米兰再谈激进降息，今年或需降超100基点
美联储理事米兰再谈激进降息，今年或需降超100基点
美股贵金属板块普涨！赫克拉矿业涨超6%，哈莫尼黄金涨超5%
美股贵金属板块普涨！赫克拉矿业涨超6%，哈莫尼黄金涨超5%
美股锂矿概念股走强，美国雅保涨超9%，Sigma Lithium涨超7%
美股锂矿概念股走强，美国雅保涨超9%，Sigma Lithium涨超7%
Alumis报告银屑病药物三期临床试验取得积极结果
Alumis报告银屑病药物三期临床试验取得积极结果
美股开盘 | 三大指数涨跌不一！“英伟达合作股”集体走强
美股开盘 | 三大指数涨跌不一！“英伟达合作股”集体走强
扩产不能停！花旗：三星、台积电、英特尔三巨头资本开支将有积极指引
扩产不能停！花旗：三星、台积电、英特尔三巨头资本开支将有积极指引
中国最大的休闲食品饮料连锁零售商，鸣鸣很忙通过港交所聆讯
中国最大的休闲食品饮料连锁零售商，鸣鸣很忙通过港交所聆讯
Arrowhead基因沉默药物在肥胖症早期临床试验中实现减脂效果
Arrowhead基因沉默药物在肥胖症早期临床试验中实现减脂效果
Wave Life Sciences在开发一种靶向INHBE基因的RNA候选药物
Wave Life Sciences在开发一种靶向INHBE基因的RNA候选药物
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2601909668","title":"跻身英伟达Rubin首批云服务商：Nebius将于2026下半年上线Vera Rubin NVL72算力集群","url":"https://stock-news.laohu8.com/highlight/detail?id=2601909668","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2601909668?lang=zh_cn&edition=full","pubTime":"2026-01-06 23:30","pubTimestamp":1767713435,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，Nebius表示，将从 2026 年下半年开始，在美国和欧洲提供英伟达的 Vera Rubin NVL72 图形处理器。Nebius 表示，将把 Vera Rubin NVL72 集成到其位于美国和欧洲数据中心的全栈基础设施中，使客户能够构建具有区域可用性和可控性的下一代 AI 应用程序。据该公司介绍，Nebius Token Factory 是一个面向企业的推理及训练后平台。周一，英伟达首席执行官黄仁勋指出，作为 Grace Blackwell 的继任者，下一代计算平台 Vera Rubin 目前已进入全面量产阶段。","market":"sh","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":["NBIS"],"symbols_score_info":{"NBIS":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation,productRelease","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false},{"id":"2601813901","title":"大摩：市场低估美股牛市，六大催化剂将点燃风险偏好","url":"https://stock-news.laohu8.com/highlight/detail?id=2601813901","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2601813901?lang=zh_cn&edition=full","pubTime":"2026-01-06 23:30","pubTimestamp":1767713425,"startTime":"0","endTime":"0","summary":"大摩预计，随着更多的增量流动性资金涌向长期限美债，有着“全球资产定价之锚”称号的10年期美国国债收益率将在2026年第二季度达到3.75%，这也将非常有利于市场风险偏好显著升温。","market":"hk","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",".IXIC","NDX"],"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2,"NDX":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":"2601138928","title":"政治干预、降息空间、缩表争议……美联储2026年避不开的六道难关","url":"https://stock-news.laohu8.com/highlight/detail?id=2601138928","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2601138928?lang=zh_cn&edition=full","pubTime":"2026-01-06 23:17","pubTimestamp":1767712621,"startTime":"0","endTime":"0","summary":"美联储在2026年将面临六大关键挑战：政治干预威胁政策独立性、利率调整空间有限、资产负债表规模争议、银行监管改革、稳定币监管框架设计以及货币政策沟通机制优化。新任主席如何在复杂环境中平衡内外压力、推进系统性改革，将影响全球金融市场。","market":"sh","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":[".IXIC",".SPX",".DJI","NDX"],"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2,"NDX":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1105543328","title":"新年强势开局！AI需求叠加供给趋紧，存储芯片迎来集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1105543328","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/1105543328?lang=zh_cn&edition=full","pubTime":"2026-01-06 23:12","pubTimestamp":1767712325,"startTime":"0","endTime":"0","summary":"受AI基础设施扩张驱动，存储芯片因强劲需求与供应短缺持续涨价，推动全球半导体板块强势反弹，市场预期行业正步入由AI需求定义的结构性增长新周期。在2025年经历大幅上涨后，作为AI模型训练与运行关键组件的存储芯片，其供应短缺状况并未缓解。此次反弹不仅限于存储芯片制造商，涨势已蔓延至更广泛的半导体供应链。鉴于需求未见放缓迹象，这三家巨头有望进一步提高其存储芯片的售价。","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":["07709","STX","WDC","07747","SNDK","MU"],"symbols_score_info":{"07709":2,"STX":2,"WDC":2,"07747":2,"SNDK":2,"MU":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1127867080","title":"美股生物医药股集体上扬！Moderna涨超7%，Sarepta Therapeutics涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127867080","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1127867080?lang=zh_cn&edition=full","pubTime":"2026-01-06 23:04","pubTimestamp":1767711863,"startTime":"0","endTime":"0","summary":"1月6日，美股生物医药股集体上扬，$Moderna(MRNA)$涨超7%，$Sarepta Therapeutics(SRPT)$涨超6%，$诺和诺德(NVO)$、$诺瓦瓦克斯医药(NVAX)$涨超5%，$葛兰素史克(GSK)$涨超4%。","market":"us","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":["SRPT","NVO","MRNA"],"symbols_score_info":{"MRNA":1,"SRPT":1.5,"NVO":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},{"id":"1158174532","title":"美股存储概念股涨幅持续扩大，四巨头股价齐刷历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1158174532","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1158174532?lang=zh_cn&edition=full","pubTime":"2026-01-06 23:00","pubTimestamp":1767711653,"startTime":"0","endTime":"0","summary":"1月6日，美股存储概念股盘初集体走强，SanDisk涨超13%、$美光科技(MU)$涨超4%，股价续刷历史新高；$希捷科技(STX)$涨超4%，$西部数据(WDC)$涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MU","WDC","STX","SNDK"],"symbols_score_info":{"MU":1,"WDC":1,"STX":1,"SNDK":1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2601777815","title":"美联储理事米兰再谈激进降息，今年或需降超100基点","url":"https://stock-news.laohu8.com/highlight/detail?id=2601777815","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2601777815?lang=zh_cn&edition=full","pubTime":"2026-01-06 22:52","pubTimestamp":1767711130,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美联储理事米兰表示，当前货币政策对经济形成明显约束，2026年可能需要累计降息超过100个基点，以缓解对经济增长的抑制。就在上个月，美联储已连续第三次下调利率，但同时释放出短期内进一步降息并非板上钉钉的信号。目前，美联储基准利率区间为3.5%至3.75%。值得注意的是，米兰自去年9月起便持续呼吁采取更为激进的降息立场。当时，他从白宫经济顾问委员会主席一职请假，转而出任美联储理事，其任期将于本月结束。","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":[".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":"1166582208","title":"美股贵金属板块普涨！赫克拉矿业涨超6%，哈莫尼黄金涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166582208","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1166582208?lang=zh_cn&edition=full","pubTime":"2026-01-06 22:49","pubTimestamp":1767710994,"startTime":"0","endTime":"0","summary":"1月6日，美股贵金属板块普涨，$赫克拉矿业(HL)$涨超6%，$哈莫尼黄金(HMY)$涨超5%，金田涨近5%，Anglogold Ashanti涨近4%，$泛美白银(PAAS)$涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/e59b88731b8c06f5f2f331abdc0376b0","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e59b88731b8c06f5f2f331abdc0376b0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["HMY","HL","PAAS"],"symbols_score_info":{"HMY":1,"HL":1,"PAAS":1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1130230923","title":"美股锂矿概念股走强，美国雅保涨超9%，Sigma Lithium涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130230923","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1130230923?lang=zh_cn&edition=full","pubTime":"2026-01-06 22:46","pubTimestamp":1767710761,"startTime":"0","endTime":"0","summary":"1月6日，美股锂矿概念股走强，$美国雅保(ALB)$涨超9%，$Sigma Lithium(SGML)$涨超7%，$智利矿业化工(SQM)$涨近6%，$Lithium Americas(LAC)$涨超4%。","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":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SQM","SGML","ALB"],"symbols_score_info":{"ALB":1.5,"SQM":2,"SGML":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1174899077","title":"Alumis报告银屑病药物三期临床试验取得积极结果","url":"https://stock-news.laohu8.com/highlight/detail?id=1174899077","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1174899077?lang=zh_cn&edition=full","pubTime":"2026-01-06 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