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AI行情之后，市场开始面对真正的变量：能源价格上移
AI行情之后，市场开始面对真正的变量：能源价格上移
一周前瞻 | 苹果、谷歌、微软等巨头发布财报；鲍威尔或迎“最后一舞”，美联储FOMC公布利率决议；曦智科技-P上市
一周前瞻 | 苹果、谷歌、微软等巨头发布财报；鲍威尔或迎“最后一舞”，美联储FOMC公布利率决议；曦智科技-P上市
“自我驱动且不可逆转”！全球电车保有量面临“临界点”
“自我驱动且不可逆转”！全球电车保有量面临“临界点”
回应晚宴枪击，特朗普自嘲：当总统太危险，早知道不选了
回应晚宴枪击，特朗普自嘲：当总统太危险，早知道不选了
高盛：DeepSeek V4对中国AI意味着什么？
高盛：DeepSeek V4对中国AI意味着什么？
Mythos彻底改变“网络安全”，试用企业呼吁“保护关键基础设施”
Mythos彻底改变“网络安全”，试用企业呼吁“保护关键基础设施”
战争没打完，欧美“军工股牛市”已经完了
战争没打完，欧美“军工股牛市”已经完了
特朗普取消美方代表赴巴，称“想谈致电即可”，伊方称“若美方立场缓和，未来几天可能举行第二轮谈判”
特朗普取消美方代表赴巴，称“想谈致电即可”，伊方称“若美方立场缓和，未来几天可能举行第二轮谈判”
美国太空军披露“金穹”合同细节：SpaceX、洛克希德·马丁等12家公司获32亿美元订单
美国太空军披露“金穹”合同细节：SpaceX、洛克希德·马丁等12家公司获32亿美元订单
特朗普被紧急疏散！白宫记者晚宴大厅发生枪击事件
特朗普被紧急疏散！白宫记者晚宴大厅发生枪击事件
伊朗副议长：穆杰塔巴下令霍尔木兹海峡不得恢复战前状态
伊朗副议长：穆杰塔巴下令霍尔木兹海峡不得恢复战前状态
司法部撤案、沃什入场、下周FOMC——美联储换帅倒计时，“无前瞻指引”时代要来了
司法部撤案、沃什入场、下周FOMC——美联储换帅倒计时，“无前瞻指引”时代要来了
特朗普取消美方代表赴巴基斯坦行程
特朗普取消美方代表赴巴基斯坦行程
摩根大通警告：原油市场若要最终出清，必将掀起一场远超预期的涨价风暴
摩根大通警告：原油市场若要最终出清，必将掀起一场远超预期的涨价风暴
核电股继续火爆，亚马逊持股的X-Energy IPO首日大涨27%
核电股继续火爆，亚马逊持股的X-Energy IPO首日大涨27%
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1149066168","title":"AI行情之后，市场开始面对真正的变量：能源价格上移","url":"https://stock-news.laohu8.com/highlight/detail?id=1149066168","media":"一凌策略研究","top":-1,"share":"https://www.laohu8.com/m/news/1149066168?lang=zh_cn&edition=full","pubTime":"2026-04-26 18:41","pubTimestamp":1777200068,"startTime":"0","endTime":"0","summary":"过去一个月市场对于确定性的追逐具有宏观合理性，但投资者应当为下一场景的交易做好准备：市场终将认识到能源的约束与价格中枢的上移，由此带来中国新旧能源以及制造业的机遇。另外一侧，主流商品仍未回到冲击前，显示市场担忧仍在。这背后意味着短期的紧张有所缓解，但远期的中枢价格上移确定性也很强。随着时间的推移，市场将会真正关注到能源价格中枢的上移，由此将会带来中国新旧能源、制造以及人民币国际化的机遇。","market":"hk","thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":"lsy1597136054223","isHighRisk":false,"isVideo":false,"video":null},{"id":"1127806837","title":"一周前瞻 | 苹果、谷歌、微软等巨头发布财报；鲍威尔或迎“最后一舞”，美联储FOMC公布利率决议；曦智科技-P上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1127806837","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1127806837?lang=zh_cn&edition=full","pubTime":"2026-04-26 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13:53","pubTimestamp":1777182839,"startTime":"0","endTime":"0","summary":"当被问及是否担心生命受到威胁时，特朗普说，“这是个危险的职业。”特朗普接着说道，“不想生活在恐惧之中。”特朗普表示，枪手根本没有靠近他，也没有破门进入主宴会厅。特朗普认为，与其在宾夕法尼亚州巴特勒市户外集会遇袭时相比，特勤局在华盛顿希尔顿酒店的表现“更好”。2024年7月13日，特朗普在宾夕法尼亚州巴特勒市举行的竞选集会现场遭遇枪击，右耳受伤。该事件还造成一名集会参与者中弹身亡，两人重伤。","market":"us","thumbnail":"https://static.tigerbbs.com/93ed34e7c0cac9eebe6118828900a03b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/93ed34e7c0cac9eebe6118828900a03b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7be8b8e6ff4f35f32c48be34546a0d39","theme_name":"热榜No.1 · 美国白宫记者晚宴枪击事件导致特朗普紧急疏散","theme_type":2,"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":"gczw","isHighRisk":false,"isVideo":false,"video":null},{"id":"2630385292","title":"高盛：DeepSeek V4对中国AI意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2630385292","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630385292?lang=zh_cn&edition=full","pubTime":"2026-04-26 12:33","pubTimestamp":1777177994,"startTime":"0","endTime":"0","summary":"高盛认为DeepSeek V4通过混合注意力等架构创新，大幅压缩长上下文推理成本，核心意义在于以更低成本支撑复杂智能体应用落地。V4明确押注华为升腾950，预计2026年下半年量产后API定价将显著下降。国内AI模型竞争加剧，编程能力与多模态成差异化关键。高盛维持云计算与数据中心首选评级。","market":"nz","thumbnail":"https://static.tigerbbs.com/a2d10971e5f3c03dc2f148badda342d3","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a2d10971e5f3c03dc2f148badda342d3"],"rights":null,"property":["earning"],"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":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2630383756","title":"Mythos彻底改变“网络安全”，试用企业呼吁“保护关键基础设施”","url":"https://stock-news.laohu8.com/highlight/detail?id=2630383756","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630383756?lang=zh_cn&edition=full","pubTime":"2026-04-26 11:05","pubTimestamp":1777172742,"startTime":"0","endTime":"0","summary":"获得Mythos访问权限的企业表示，Mythos人工智能模型正在推动软件更新激增，这可能导致国家关键基础设施暴露于黑客攻击之下。参与试用的企业警告，仅靠商业机构单独应对远远不够，\"跨越公共和私营部门的联合行动\"是保护医院、银行和公用事业等关键基础设施的必要前提。","market":"sh","thumbnail":"https://static.tigerbbs.com/d299ad8e41be830e54d853ce19c8eb60","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/d299ad8e41be830e54d853ce19c8eb60"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CIBR","IHAK","BUG"],"symbols_score_info":{"CIBR":1.5,"IHAK":1.5,"BUG":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":"2630610383","title":"战争没打完，欧美“军工股牛市”已经完了","url":"https://stock-news.laohu8.com/highlight/detail?id=2630610383","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2630610383?lang=zh_cn&edition=full","pubTime":"2026-04-26 10:46","pubTimestamp":1777171605,"startTime":"0","endTime":"0","summary":"美伊冲突爆发近两个月，全球主要军工股普遍下跌，呈现\"买预期、卖现实\"规律。Lockheed Martin、Northrop Grumman等美股军工巨头从高位回落，近10亿美元资金撤离防务ETF；欧洲防务指数3月单月跌幅创五年最大。分析师指出，核心矛盾在于产能瓶颈制约利润兑现，而特朗普政府提出的大幅增加国防预算计划能否落地，投资者同样存有疑虑。","market":"sh","thumbnail":"https://static.tigerbbs.com/61e16609f1e8979211fd82e2d3e6b2bb","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/61e16609f1e8979211fd82e2d3e6b2bb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["161024","SHLD"],"symbols_score_info":{"161024":1.5,"SHLD":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":"1181932249","title":"特朗普取消美方代表赴巴，称“想谈致电即可”，伊方称“若美方立场缓和，未来几天可能举行第二轮谈判”","url":"https://stock-news.laohu8.com/highlight/detail?id=1181932249","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/1181932249?lang=zh_cn&edition=full","pubTime":"2026-04-26 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