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港股异动｜部分科技股走弱，腾讯短线下挫跌超3%，哔哩哔哩跌近2%
港股异动｜部分科技股走弱，腾讯短线下挫跌超3%，哔哩哔哩跌近2%
AI竞争核心从抢人才转向拼算力？算力已成最大成本项
AI竞争核心从抢人才转向拼算力？算力已成最大成本项
期权聚焦 | 微软财报周预期波动7%，大单构建460/490美元牛市看涨价差; 430美元Put则涌现大规模看跌押注
期权聚焦 | 微软财报周预期波动7%，大单构建460/490美元牛市看涨价差; 430美元Put则涌现大规模看跌押注
OpenAI被曝要做手机了，联手联发科、高通！苹果危？
OpenAI被曝要做手机了，联手联发科、高通！苹果危？
OpenAI被曝要做手机了，联手联发科、高通！苹果危？
OpenAI被曝要做手机了，联手联发科、高通！苹果危？
SpaceX 1.25万亿IPO前夜：马斯克的最后豪赌，押的是一整条太空AI生态
SpaceX 1.25万亿IPO前夜：马斯克的最后豪赌，押的是一整条太空AI生态
美股短期空头回补结束了吗？
美股短期空头回补结束了吗？
AI交易乐观情绪强势回归：英伟达突破5万亿美元大关，华尔街吹响基础设施增配号角
AI交易乐观情绪强势回归：英伟达突破5万亿美元大关，华尔街吹响基础设施增配号角
港股期权｜腾讯认购合约布局530港元，百度一认购合约飙升750%
港股期权｜腾讯认购合约布局530港元，百度一认购合约飙升750%
夜盘异动 | 亚马逊持股的X-Energy续涨15%，IPO首日大涨近27%
夜盘异动 | 亚马逊持股的X-Energy续涨15%，IPO首日大涨近27%
大摩：与以往技术革命相比，AI扩散更快，但“尚未出现冲垮就业”的迹象
大摩：与以往技术革命相比，AI扩散更快，但“尚未出现冲垮就业”的迹象
高盛交易台：五大信号闪烁，美股迎来“新高后的回撤窗口”
高盛交易台：五大信号闪烁，美股迎来“新高后的回撤窗口”
郭明錤：OpenAI进军手机，正与联发科、高通合作开发处理器
郭明錤：OpenAI进军手机，正与联发科、高通合作开发处理器
美国已收到伊朗谈判新方案
美国已收到伊朗谈判新方案
因“霍尔木兹冲击”，高盛将Q4布油预期上调至90美元
因“霍尔木兹冲击”，高盛将Q4布油预期上调至90美元
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1170881416","title":"港股异动｜部分科技股走弱，腾讯短线下挫跌超3%，哔哩哔哩跌近2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170881416","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1170881416?lang=zh_cn&edition=full","pubTime":"2026-04-27 14:20","pubTimestamp":1777270801,"startTime":"0","endTime":"0","summary":"京东集团跌1.5%，阿里巴巴跌超1%。","market":"hk","thumbnail":"https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700","09626","09618","09988"],"symbols_score_info":{"00700":2,"09626":2,"09618":2,"09988":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":"2630354035","title":"AI竞争核心从抢人才转向拼算力？算力已成最大成本项","url":"https://stock-news.laohu8.com/highlight/detail?id=2630354035","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630354035?lang=zh_cn&edition=full","pubTime":"2026-04-27 14:06","pubTimestamp":1777269982,"startTime":"0","endTime":"0","summary":"Epoch AI最新数据揭示，Anthropic、Minimax、智谱三家头部AI企业中，算力支出占总成本高达57%至70%，全面压倒人才薪酬。其中Anthropic 2025年预计总支出达97亿美元，仅算力一项便吞噬68亿。更值得警惕的是，三家公司支出规模均为营收的2至3倍。","market":"nz","thumbnail":"https://community-static.tradeup.com/news/627939633a574db005d4655ba3d7b545","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/627939633a574db005d4655ba3d7b545"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ARTY","AGIX","CHAT","AIPO"],"symbols_score_info":{"ARTY":1.5,"AGIX":1.5,"CHAT":1.5,"AIPO":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":"1138270351","title":"期权聚焦 | 微软财报周预期波动7%，大单构建460/490美元牛市看涨价差; 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460.0C/490.0C$合成空头头寸：另一笔组合交易同时卖出行权价445美元的看涨期权并买入行权价390美元的看跌期权，净收入51.3万美元。这类似于购买低成本“灾难保险”，以对冲股价极端下跌的风险。","market":"us","thumbnail":"https://static.tigerbbs.com/556acfb895c7cc721517dba494c0775b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/556acfb895c7cc721517dba494c0775b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MSFT","MSFO","MSFY","MSFX","MSFD","MSFW","MSFU","MSFL"],"symbols_score_info":{"MSFO":0.6,"MSFY":0.6,"MSFX":0.6,"MSFT":2,"MSFD":0.6,"MSFW":0.6,"MSFU":0.6,"MSFL":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":"1175921665","title":"OpenAI被曝要做手机了，联手联发科、高通！苹果危？","url":"https://stock-news.laohu8.com/highlight/detail?id=1175921665","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/1175921665?lang=zh_cn&edition=full","pubTime":"2026-04-27 13:57","pubTimestamp":1777269438,"startTime":"0","endTime":"0","summary":"据郭明錤披露，OpenAI目前正与联发科及高通合作开发手机处理器，立讯精密为独家系统协力设计与制造商，整体项目预计于2028年进入量产阶段。OpenAI为何要做手机郭明錤从三个维度阐释OpenAI切入硬件终端的战略逻辑。分析人士Jukan认为，OpenAI 若成功推出以 AI Agent 为核心的新形态手机，或许对苹果构成潜在利空。","market":"us","thumbnail":"https://community-static.tradeup.com/news/dd69ae6ad0ec08cd624e2a39a0ae0aec","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/dd69ae6ad0ec08cd624e2a39a0ae0aec"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["QCOM","AAPL","AAPY","AAPU","APLY","QCMD","QCML","AAPB","AAPD","AAPX","AAPW","QCMU"],"symbols_score_info":{"AAPY":0.6,"AAPU":0.6,"APLY":0.6,"QCMD":0.6,"QCML":0.6,"AAPB":0.6,"AAPD":0.6,"AAPX":0.6,"AAPW":0.6,"QCMU":0.6,"QCOM":2,"AAPL":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1762389672944","isHighRisk":false,"isVideo":false,"video":null},{"id":"2630354720","title":"OpenAI被曝要做手机了，联手联发科、高通！苹果危？","url":"https://stock-news.laohu8.com/highlight/detail?id=2630354720","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630354720?lang=zh_cn&edition=full","pubTime":"2026-04-27 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agent为核心，通过端云协同架构实现任务直达，摆脱传统App交互。OpenAI意在通过掌控软硬件，打造新一代AI操作系统入口。但这对于苹果来说可能不是个好消息。","market":"other","thumbnail":"https://static.tigerbbs.com/86c2cc3eaa9d171ec988a0ff7ea30715","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/86c2cc3eaa9d171ec988a0ff7ea30715"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AAPL","002475","QCOM","AAPU","TSLA","NVDA","QCML","AAPW","AMZN","GOOG","QCMU","AAPY","AAPX","MACW.SI","QCMD","META","AAPD","MSFT","APLY","AAPB"],"symbols_score_info":{"AAPU":0.6,"TSLA":0.6,"NVDA":0.6,"QCML":0.6,"AAPW":0.6,"AMZN":0.6,"GOOG":0.6,"QCMU":0.6,"AAPY":0.6,"AAPX":0.6,"MACW.SI":0.6,"QCMD":0.6,"META":0.6,"AAPD":0.6,"AAPL":1.93,"MSFT":0.6,"QCOM":1.9,"002475":1.91,"APLY":0.6,"AAPB":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1186677317","title":"SpaceX 1.25万亿IPO前夜：马斯克的最后豪赌，押的是一整条太空AI生态","url":"https://stock-news.laohu8.com/highlight/detail?id=1186677317","media":"首席商业评论","top":-1,"share":"https://www.laohu8.com/m/news/1186677317?lang=zh_cn&edition=full","pubTime":"2026-04-27 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13:22","pubTimestamp":1777267364,"startTime":"0","endTime":"0","summary":"上涨需要新动能的接力","market":"fut","thumbnail":"https://static.tigerbbs.com/248cac4155d1fd5918f321bd3a759d6d","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/248cac4155d1fd5918f321bd3a759d6d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ESmain"],"symbols_score_info":{"ESmain":0.73},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"gelonghui_highlight","isHighRisk":false,"isVideo":false,"video":null},{"id":"2630897359","title":"AI交易乐观情绪强势回归：英伟达突破5万亿美元大关，华尔街吹响基础设施增配号角","url":"https://stock-news.laohu8.com/highlight/detail?id=2630897359","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2630897359?lang=zh_cn&edition=full","pubTime":"2026-04-27 13:10","pubTimestamp":1777266626,"startTime":"0","endTime":"0","summary":"上周五，英伟达 市值突破 5 万亿美元大关，而英特尔 则录得 1987 年以来最强劲的单日涨幅。费城半导体指数 在上周五将其连涨纪录延长至连续第 18 个交易日。该策略师建议坚持持有那些能从 AI 交易中获益的参与者。AI 支出忧虑当然，风险依然存在。此外，与 AI 成本相关的失望情绪可能会瓦解这波涨势。Meta 第一季度的自由现金流预计为 40 亿美元，为近四年来的最低水平。","market":"hk","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":"38cbccdfe1274b3a92b022ff571bc000","theme_name":"热榜No.8 · 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Griffin及Ares等早期投资者已获数倍账面浮盈。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/71bcfb02e4fae8339b4f9c82ac3bf5c8","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/71bcfb02e4fae8339b4f9c82ac3bf5c8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["XE"],"symbols_score_info":{"XE":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"shareholding,corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2630735688","title":"大摩：与以往技术革命相比，AI扩散更快，但“尚未出现冲垮就业”的迹象","url":"https://stock-news.laohu8.com/highlight/detail?id=2630735688","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630735688?lang=zh_cn&edition=full","pubTime":"2026-04-27 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