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夏季或是撤退良机，美银Hartnett：Mag7资本开支若遭削减，更广泛回调或难以避免
夏季或是撤退良机，美银Hartnett：Mag7资本开支若遭削减，更广泛回调或难以避免
英伟达：从“一次性训练”的大模型到“后训练改进”的Agent，算力需求正在变化
英伟达：从“一次性训练”的大模型到“后训练改进”的Agent，算力需求正在变化
关于杠杆新规、估值和外资最新走向，这是华尔街对韩股的最新看法
关于杠杆新规、估值和外资最新走向，这是华尔街对韩股的最新看法
数据中心成本暴增！甲骨文又暴雷？
数据中心成本暴增！甲骨文又暴雷？
10天借出10%股份！空头猛扑SpaceX
10天借出10%股份！空头猛扑SpaceX
史上跌速最快、跌幅最大的科技股抛售潮接近尾声了吗？高盛对市场“残酷轮动”的反思
史上跌速最快、跌幅最大的科技股抛售潮接近尾声了吗？高盛对市场“残酷轮动”的反思
加息周期真的回来了吗？
加息周期真的回来了吗？
上游订单爆表、下游不计代价！“大空头”查诺斯：AI这笔账为什么算不过来
上游订单爆表、下游不计代价！“大空头”查诺斯：AI这笔账为什么算不过来
反垄断风向剧变：特朗普政府司法部拟“以和代诉”，与苹果展开秘密和解谈判
反垄断风向剧变：特朗普政府司法部拟“以和代诉”，与苹果展开秘密和解谈判
阿里云WAIC论坛： “AI爆发不靠一两颗芯片”、SaaS将转向“按结果付费”、模型不再是唯一核心
阿里云WAIC论坛： “AI爆发不靠一两颗芯片”、SaaS将转向“按结果付费”、模型不再是唯一核心
AI牛市结束了吗？市场充满疑虑
AI牛市结束了吗？市场充满疑虑
高盛点评Kimi K3：中国开源模型“智能”达到全球普及关键点，高端模型竞争激烈
高盛点评Kimi K3：中国开源模型“智能”达到全球普及关键点，高端模型竞争激烈
AI风向标！甲骨文债券CDS升至历史新高
AI风向标！甲骨文债券CDS升至历史新高
存储的“新鬼故事”：美国要抢钱了？
存储的“新鬼故事”：美国要抢钱了？
美伊战火重燃，对冲基金凶猛加仓原油，速度创十年来最快
美伊战火重燃，对冲基金凶猛加仓原油，速度创十年来最快
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2652125978","title":"夏季或是撤退良机，美银Hartnett：Mag7资本开支若遭削减，更广泛回调或难以避免","url":"https://stock-news.laohu8.com/highlight/detail?id=2652125978","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2652125978?lang=zh_cn&edition=full","pubTime":"2026-07-19 19:12","pubTimestamp":1784459522,"startTime":"0","endTime":"0","summary":"逃顶警报！美银“牛熊指标”飙升至9.6创历史极值。策略师警告：市场已极度拥挤，AI资本开支若削减恐引爆全面崩盘。建议夏季果断撤离风险资产，逆向布局长久期国债、防御股与美元。狂热共识下，反向交易正当时！","market":"other","thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["PJFM","PSCI","FRTY","UXI","MADE","VIS","IYJ","FIDU"],"symbols_score_info":{"PJFM":1.5,"PSCI":1.5,"FRTY":1.5,"UXI":1.5,"MADE":1.5,"VIS":1.5,"IYJ":1.5,"FIDU":1.5},"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":"2652625259","title":"英伟达：从“一次性训练”的大模型到“后训练改进”的Agent，算力需求正在变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2652625259","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2652625259?lang=zh_cn&edition=full","pubTime":"2026-07-19 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14:57","pubTimestamp":1784444235,"startTime":"0","endTime":"0","summary":"全球半导体抛售与动量反转浪潮叠加，将韩国股市推入历史性低估区间。高盛与瑞银在最新报告中均指出，当前估值已呈现正向风险收益比，但近期波动性仍将持续。","market":"sh","thumbnail":"https://static.tigerbbs.com/dd5b106208a40e9a763d3fe0864f7346","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/dd5b106208a40e9a763d3fe0864f7346"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MKOR","FLKR","FAZ","SPEM","VXUS","KORU","EWY"],"symbols_score_info":{"MKOR":1.5,"FLKR":1.5,"FAZ":1.5,"SPEM":1.5,"VXUS":1.5,"KORU":1.5,"EWY":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false,"isVideo":false,"video":null},{"id":"2652255951","title":"数据中心成本暴增！甲骨文又暴雷？","url":"https://stock-news.laohu8.com/highlight/detail?id=2652255951","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2652255951?lang=zh_cn&edition=full","pubTime":"2026-07-19 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10:13","pubTimestamp":1784427210,"startTime":"0","endTime":"0","summary":"SpaceX股价已跌破发行价，较盘中高点下跌约40%。做空压力急剧攀升，空头借出比例10天内骤升10个百分点，空头累计获利约40亿美元。此外，约9亿股解禁将至加剧抛压，债券收益率向垃圾级靠拢，市场对其股债两端的风险重新定价。","market":"nz","thumbnail":"https://community-static.tradeup.com/news/8392bb69bbd8e0f898776393598b97e8","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/8392bb69bbd8e0f898776393598b97e8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SPCX","SPCU","XOVR","SPAL","SNK","SPCH","SPAX","LOFF","SPCG","SPCQ","SPCF","SPCM","SSPC","UFO"],"symbols_score_info":{"SPCX":1.5,"SPCH":0.6,"SPAX":0.6,"LOFF":0.6,"SPCU":1.5,"SPCG":0.6,"XOVR":1.5,"SPCQ":0.6,"SPCF":0.6,"SPAL":1.5,"SPCM":0.6,"SSPC":0.6,"SNK":1.5,"UFO":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":"2652558482","title":"史上跌速最快、跌幅最大的科技股抛售潮接近尾声了吗？高盛对市场“残酷轮动”的反思","url":"https://stock-news.laohu8.com/highlight/detail?id=2652558482","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2652558482?lang=zh_cn&edition=full","pubTime":"2026-07-19 09:14","pubTimestamp":1784423669,"startTime":"0","endTime":"0","summary":"高盛合伙人Mark Wilson指出，本轮抛售已持续17个交易日，美股动量因子从峰值回撤28%，TMT动量因子跌幅更达40%，创历史最快最深回撤纪录。根源在于仓位拥挤与杠杆集中，而非基本面恶化。他认为平仓过程\"接近尾声\"，但短期缺乏反转催化剂，且估值仍高、市场结构风险犹存，轮动后的新方向需等待夏季财报消化后方能明朗。","market":"nz","thumbnail":"https://community-static.tradeup.com/news/27d3491891601478c897bb38f9dbe830","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/27d3491891601478c897bb38f9dbe830"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SPXS","SH","SPY","GSX","SPDN","SPUU","VOO","SDS","SSO","SPYU","MMAX","SPXL","DMAX","SMAX","SPYH","YSPY","SPXU","SPYM","HIBL","IVV","UPRO","SPYQ"],"symbols_score_info":{"SH":0.6,"SPY":0.6,"SPXS":1.5,"GSX":0.6,"SPDN":0.6,"SPUU":0.6,"VOO":0.6,"SDS":0.6,"SSO":0.6,"SPYU":0.6,"MMAX":0.6,"SPXL":0.6,"DMAX":0.6,"SMAX":0.6,"SPYH":0.6,"YSPY":0.6,"SPXU":0.6,"SPYM":0.6,"HIBL":0.6,"IVV":0.6,"UPRO":0.6,"SPYQ":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":"1108588383","title":"加息周期真的回来了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1108588383","media":"培风客","top":-1,"share":"https://www.laohu8.com/m/news/1108588383?lang=zh_cn&edition=full","pubTime":"2026-07-18 21:56","pubTimestamp":1784382972,"startTime":"0","endTime":"0","summary":"短端利率斜率趋缓，更像政策微调而非加息周期；长端利率却暗藏上行动力，财政赤字阴影难散。这也被叫做加息周期。目前无论是投行，市场，联储自己的官员，都表示这看起来不像是一个加息周期，我认同这种说法，我也觉得从今天的来看，未来不像是一个加息周期，但我始终记得2022年的故事，所以我列出两条支持目前进入加息周期的逻辑。","market":"us","thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1784419010362","isHighRisk":false,"isVideo":false,"video":null},{"id":"2652231965","title":"上游订单爆表、下游不计代价！“大空头”查诺斯：AI这笔账为什么算不过来","url":"https://stock-news.laohu8.com/highlight/detail?id=2652231965","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2652231965?lang=zh_cn&edition=full","pubTime":"2026-07-18 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