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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
医药行业“新巨头”诞生！太阳制药斥资117.5亿美元收购Organon
医药行业“新巨头”诞生！太阳制药斥资117.5亿美元收购Organon
港股异动 | 百度集团创近两个月新高，市场持续看好其AI生态价值
港股异动 | 百度集团创近两个月新高，市场持续看好其AI生态价值
美元互换额度讨论升温，贝森特为海湾国家金融救助背书
美元互换额度讨论升温，贝森特为海湾国家金融救助背书
对冲基金两年来最快速度抛售科技股，美股内部已现裂痕
对冲基金两年来最快速度抛售科技股，美股内部已现裂痕
一周美股牛榜 | 芯片股迎“神奇一周”：AMD飙升24.9%市值破5000亿，英特尔上周五暴涨23.6%、创1987年来最大单日涨幅；联合租赁涨22%，德州仪器、安森美涨超18%
一周美股牛榜 | 芯片股迎“神奇一周”：AMD飙升24.9%市值破5000亿，英特尔上周五暴涨23.6%、创1987年来最大单日涨幅；联合租赁涨22%，德州仪器、安森美涨超18%
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{"tab":"top","data":{"topNews":{"listData":[{"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 13:26","pubTimestamp":1777267579,"startTime":"0","endTime":"0","summary":"从20亿美元收购，到万亿IPO前的最后叙事。2026年1月，特斯拉已出资约20亿美元收购xAI股份；2月，SpaceX宣布收购xAI，合并估值1.25万亿美元；4月22日，SpaceX再获以600亿美元收购AI编程独角兽Cursor的选择权。04SpaceX合并xAI和收购Cursor：IPO前的叙事冲刺2026年2月2日，SpaceX在官网发布由马斯克署名的声明，正式确认与xAI合并。这两笔交易的逻辑高度一致：为SpaceX的IPO铺路。SpaceX计划于2026年晚些时候上市，估值被多家投行估计超过1.5万亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/44aa9d3727d6c9976c219b39a17c95f8","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/44aa9d3727d6c9976c219b39a17c95f8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["DXYZ"],"symbols_score_info":{"DXYZ":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1588053976797","isHighRisk":false,"isVideo":false,"video":null},{"id":"2630435990","title":"美股短期空头回补结束了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2630435990","media":"格隆汇","top":-1,"share":"https://www.laohu8.com/m/news/2630435990?lang=zh_cn&edition=full","pubTime":"2026-04-27 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":"fut","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA","NVDB","NVDX","NVD","NVYY","NVDL","NVDG","DIPS","NVDW","ANV","NVDU","NVDS","NVII","NVDO","NVDY","NVDD","NVDQ"],"symbols_score_info":{"NVDB":0.6,"NVDX":0.6,"NVD":0.6,"NVYY":0.6,"NVDL":0.6,"NVDG":0.6,"DIPS":0.6,"NVDW":0.6,"ANV":0.6,"NVDU":0.6,"NVDS":0.6,"NVII":0.6,"NVDO":0.6,"NVDY":0.6,"NVDD":0.6,"NVDA":2,"NVDQ":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"1131498617","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131498617","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1131498617?lang=zh_cn&edition=full","pubTime":"2026-04-27 12:47","pubTimestamp":1777265250,"startTime":"0","endTime":"0","summary":"港股股票期权上午成交420013张合约。","market":"hk","thumbnail":"https://static.tigerbbs.com/7e1090aaf3aafeb5167ffb8175428e8f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/7e1090aaf3aafeb5167ffb8175428e8f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700","09888"],"symbols_score_info":{"00700":2,"09888":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2630803922","title":"夜盘异动 | 亚马逊持股的X-Energy续涨15%，IPO首日大涨近27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630803922","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630803922?lang=zh_cn&edition=full","pubTime":"2026-04-27 12:01","pubTimestamp":1777262508,"startTime":"0","endTime":"0","summary":"核电服务商X-Energy周五纳斯达克上市首日大涨27%，收报29.20美元，市值达115亿美元。受益于AI电力需求爆发，其IPO定价超预期，募资逾10亿美元。亚马逊作为大股东与客户已承诺5吉瓦订单。尽管2025年亏损且商业化尚需数年，但Ken 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 11:41","pubTimestamp":1777261288,"startTime":"0","endTime":"0","summary":"摩根士丹利首席经济学家最新研究揭示：AI是工业革命以来第六次重大创新浪潮，扩散速度远超历史任何技术革命。当前就业数据异乎寻常地稳定，AI更多扮演\"增量器\"而非\"替代者\"——高暴露行业生产率提升由产出加速驱动，而非裁员。但警告已然拉响：压缩的调整周期意味着冲击或猝不及防，政策应对能力将是决定就业代价深浅的最后防线。","market":"other","thumbnail":"https://static.tigerbbs.com/43b9ba904562148b28c6ea63de19a6b1","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/43b9ba904562148b28c6ea63de19a6b1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ARTY","AGIX","AIPO","CHAT"],"symbols_score_info":{"ARTY":1.5,"AGIX":1.5,"AIPO":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":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2630835622","title":"高盛交易台：五大信号闪烁，美股迎来“新高后的回撤窗口”","url":"https://stock-news.laohu8.com/highlight/detail?id=2630835622","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630835622?lang=zh_cn&edition=full","pubTime":"2026-04-27 11:34","pubTimestamp":1777260870,"startTime":"0","endTime":"0","summary":"标普500悄然创历史新高，高盛交易台却同步拉响五大警报：对冲基金七个月最大单周降杠杆、养老金250亿美元历史级卖盘压顶、CTA买盘动能耗尽转向潜在卖方、新高当日市场广度创史上第二差、情绪指标与半导体涨势双双进入\"拉伸区间\"。繁荣表象之下，风暴或已悄然集结。","market":"nz","thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GSX"],"symbols_score_info":{"GSX":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":"1114115267","title":"郭明錤：OpenAI进军手机，正与联发科、高通合作开发处理器","url":"https://stock-news.laohu8.com/highlight/detail?id=1114115267","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1114115267?lang=zh_cn&edition=full","pubTime":"2026-04-27 11:31","pubTimestamp":1777260696,"startTime":"0","endTime":"0","summary":"完全掌控系统与硬件。","market":"us","thumbnail":"https://static.tigerbbs.com/8e38cbb54a0059eb719e6bc21f2a4128","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/8e38cbb54a0059eb719e6bc21f2a4128"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["QCOM","QCML","QCMD","QCMU"],"symbols_score_info":{"QCML":0.6,"QCMD":0.6,"QCMU":0.6,"QCOM":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1190003820","title":"美国已收到伊朗谈判新方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1190003820","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1190003820?lang=zh_cn&edition=full","pubTime":"2026-04-27 11:26","pubTimestamp":1777260375,"startTime":"0","endTime":"0","summary":"4月27日，据美国阿克西奥斯新闻网站26日报道，一名美国官员和两名知情人士表示，美国已收到伊朗通过巴基斯坦转交的谈判新方案。阿克西奥斯新闻网站报道的伊朗谈判新方案与黎巴嫩“广场”电视台稍早前披露的伊朗三阶段谈判框架大体类似。三阶段谈判重点依次是结束战争、霍尔木兹海峡事宜、核谈判。 (新华社)","market":"us","thumbnail":"https://community-static.tradeup.com/news/27a59de60246d0e609bc6736f85940c5","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/27a59de60246d0e609bc6736f85940c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"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":"2630356880","title":"因“霍尔木兹冲击”，高盛将Q4布油预期上调至90美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2630356880","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630356880?lang=zh_cn&edition=full","pubTime":"2026-04-27 11:20","pubTimestamp":1777260047,"startTime":"0","endTime":"0","summary":"高盛将Q4布伦特原油预测从80美元大幅上调至90美元/桶，并指出价格风险明显偏向上行：不利情景下Q4均价超100美元，极端情景接近120美元。4月全球石油供需缺口高达每日1100-1200万桶，创历史纪录，全球库存即便在乐观情景下也将跌至2018年以来最低水平。","market":"nz","thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e07a28c82a4b49ed94c4295510f1b1d1","theme_name":"热榜No.40 · 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