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AI盛宴还是最后的狂欢？存储芯片利润预期将飙升15倍，但71倍市盈率已逼近金融危机以来最高
AI盛宴还是最后的狂欢？存储芯片利润预期将飙升15倍，但71倍市盈率已逼近金融危机以来最高
沃什改写“美联储最爱的通胀指标”，2021年“通胀低估”会重演吗？
沃什改写“美联储最爱的通胀指标”，2021年“通胀低估”会重演吗？
美股夜盘 | 云计算服务商走强，IBM续涨逾13%、慧与科技、ServiceNow涨超10%；ARM续涨逾8%，该股年初至今累涨220%
美股夜盘 | 云计算服务商走强，IBM续涨逾13%、慧与科技、ServiceNow涨超10%；ARM续涨逾8%，该股年初至今累涨220%
特斯拉撤回终止与澳大利亚Syrah石墨供应协议的通知
特斯拉撤回终止与澳大利亚Syrah石墨供应协议的通知
Meta除广告外常碰壁，AI能否成为例外？
Meta除广告外常碰壁，AI能否成为例外？
戴尔推出售价699美元的XPS 13笔记本，对标苹果MacBook Neo
戴尔推出售价699美元的XPS 13笔记本，对标苹果MacBook Neo
6月变盘点？这是不看好SpaceX IPO的12个理由
6月变盘点？这是不看好SpaceX IPO的12个理由
伯克希尔·哈撒韦将以每股72.50美元的现金收购Taylor Morrison，推进住房业务布局
伯克希尔·哈撒韦将以每股72.50美元的现金收购Taylor Morrison，推进住房业务布局
美伊谈判进入关键拉锯：特朗普临时改协议，签署时间再生变数
美伊谈判进入关键拉锯：特朗普临时改协议，签署时间再生变数
一周前瞻 | 英伟达GTC携手ComputeX震撼来袭；美国5月大小非农数据陆续披露；美团、博通财报压轴出场
一周前瞻 | 英伟达GTC携手ComputeX震撼来袭；美国5月大小非农数据陆续披露；美团、博通财报压轴出场
高盛加入“AI瓶颈交易”：MLCC是新存储，已成AI服务器“第三大成本项”
高盛加入“AI瓶颈交易”：MLCC是新存储，已成AI服务器“第三大成本项”
戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭
戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭
新股消息 | 狂揽776亿孖展、超购1133倍！首钢朗泽招股收官
新股消息 | 狂揽776亿孖展、超购1133倍！首钢朗泽招股收官
美银Hartnett：泡沫破裂时该交易什么？
美银Hartnett：泡沫破裂时该交易什么？
黄仁勋预告“PC新时代”：英伟达不想只卖GPU了
黄仁勋预告“PC新时代”：英伟达不想只卖GPU了
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08:23","pubTimestamp":1780273385,"startTime":"0","endTime":"0","summary":"美联储主席沃什力推\"截尾均值PCE\"取代传统核心PCE作为政策锚点，该指标4月读数仅2.3%，远低于核心PCE的3.3%。华尔街日报记者Nick Timiraos认为，这一数据分歧直接左右着美联储的利率路径与金融市场的降息预期。多家机构警告：该指标2021年曾系统性低估通胀，如今偏差或达48个基点——华尔街最担心的，是历史正在重演。","market":"us","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":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NGHT","TLTW","GOLY","PBDC","VGSH","TLH","SHY","US5Y.BOND","IEF","AGG","US12M.BOND","MUB","SCHO","USHY","GOVT","TBIL","GBIL","US30Y.BOND","BND","SHV","TLT","TIP","VOO","BSV","DBND","US7Y.BOND","US2Y.BOND","BIL","IEI","US6M.BOND","VCSH","VCIT","SKRE","VGLT","ZROZ","BOXX","HYG","US10Y.BOND","EDV","BOND","JPST","LQD","UDN","TYO","VGIT","US3Y.BOND","TMF","MINT","TBT"],"symbols_score_info":{"NGHT":1.5,"TLTW":1.5,"GOLY":1.5,"PBDC":1.5,"VGSH":1.5,"TLH":1.5,"SHY":1.5,"US5Y.BOND":1.5,"IEF":1.5,"AGG":1.5,"US12M.BOND":1.5,"MUB":1.5,"SCHO":1.5,"USHY":1.5,"GOVT":1.5,"TBIL":1.5,"GBIL":1.5,"US30Y.BOND":1.5,"BND":1.5,"SHV":1.5,"TLT":1.5,"TIP":1.5,"VOO":1.5,"BSV":1.5,"DBND":1.5,"US7Y.BOND":1.5,"US2Y.BOND":1.5,"BIL":1.5,"IEI":1.5,"US6M.BOND":1.5,"VCSH":1.5,"VCIT":1.5,"SKRE":1.5,"VGLT":1.5,"ZROZ":1.5,"BOXX":1.5,"HYG":1.5,"US10Y.BOND":1.5,"EDV":1.5,"BOND":1.5,"JPST":1.5,"LQD":1.5,"UDN":1.5,"TYO":1.5,"VGIT":1.5,"US3Y.BOND":1.5,"TMF":1.5,"MINT":1.5,"TBT":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":"1126722787","title":"美股夜盘 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Musk领导的特斯拉于2025年7月发出违约通知，称Vidalia工厂交付的活性负极材料样品存在不符合合同要求的问题。Syrah表示，特斯拉仍保留其现有权利：如果Vidalia工厂生产的AAM最终未能完成认证资格，特斯拉仍可终止该供应协议。今年3月，特斯拉与Syrah曾第四次同意延长解决石墨供应协议相关违约争议的期限，将最后期限延长至6月1日。","market":"us","thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["TSLA","SYR.AU","07766","TSLI","TSLL","TSL","CRSH","TSLG","TEST","TSLT","TSYY","TSDD","TSLY","TSLR","09366","TLA","TSII","TSLP","TSLS","TSLZ","07366","TESL","TSLO","TSLW","TSLQ","09766"],"symbols_score_info":{"07766":0.6,"TSLI":0.6,"TSLL":0.6,"TSL":0.6,"CRSH":0.6,"TSLG":0.6,"TEST":0.6,"TSLA":2,"TSLT":0.6,"TSYY":0.6,"TSDD":0.6,"TSLY":0.6,"TSLR":0.6,"09366":0.6,"SYR.AU":2,"TLA":0.6,"TSII":0.6,"TSLP":0.6,"TSLS":0.6,"TSLZ":0.6,"07366":0.6,"TESL":0.6,"TSLO":0.6,"TSLW":0.6,"TSLQ":0.6,"09766":0.6},"source_rank":0,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1193462614","title":"Meta除广告外常碰壁，AI能否成为例外？","url":"https://stock-news.laohu8.com/highlight/detail?id=1193462614","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1193462614?lang=zh_cn&edition=full","pubTime":"2026-06-01 07:50","pubTimestamp":1780271420,"startTime":"0","endTime":"0","summary":"上季度财报显示，Meta第一季度563亿美元收入中近98%来自广告。但当Meta要求消费者或企业为广告之外的任何东西打开钱包时，答案通常是否定的。尽管如此，部分分析师对Meta在AI领域找到新收入来源持乐观态度。本周公布的Meta AI订阅分为每月7.99美元和19.99美元两档，消息发布后Meta股价上涨近4%。而在客户支持方面，Meta却反其道而行之，通过裁员削减人手。今年4月，Meta将2026年AI相关资本支出指引上调至1250亿至1450亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["META","FBY","METD","METW","FBYY","FBL","METU"],"symbols_score_info":{"META":2,"FBY":0.6,"METD":0.6,"METW":0.6,"FBYY":0.6,"FBL":0.6,"METU":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2640856989","title":"戴尔推出售价699美元的XPS 13笔记本，对标苹果MacBook Neo","url":"https://stock-news.laohu8.com/highlight/detail?id=2640856989","media":"环球市场播报","top":-1,"share":"https://www.laohu8.com/m/news/2640856989?lang=zh_cn&edition=full","pubTime":"2026-06-01 07:25","pubTimestamp":1780269900,"startTime":"0","endTime":"0","summary":"戴尔公司当地时间周日发布了旗下价格最低的XPS 13笔记本电脑。这家个人电脑厂商希望凭借该产品吸引学生及年轻职场人群，从苹果MacBook Neo手中抢夺市场份额。 戴尔表示，这款XPS 13起售价为699美元；开学季期间，16岁及以上学生可享优惠价599美元。产品力求带来优于MacBook Neo的使用体验。 据介绍，XPS 13是戴尔目前最轻薄的笔记本产品，重量比苹果MacBook Neo轻约0.5磅，同时配备更大尺寸的屏幕。","market":"us","thumbnail":"https://static.tigerbbs.com/0c69f7d2cb5ca2cfb3b215f2fa41577c","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/0c69f7d2cb5ca2cfb3b215f2fa41577c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["DELL","DLLL"],"symbols_score_info":{"DELL":1.97,"DLLL":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"sina","isHighRisk":false,"isVideo":false,"video":null},{"id":"1160773495","title":"6月变盘点？这是不看好SpaceX IPO的12个理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1160773495","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/1160773495?lang=zh_cn&edition=full","pubTime":"2026-06-01 07:19","pubTimestamp":1780269579,"startTime":"0","endTime":"0","summary":"随着SpaceX IPO预期持续升温，市场对这家火箭公司的估值热情已接近狂热。Polymarket上，关于SpaceX上市首日市值的讨论，已将数万亿美元的结果当作基准而非乐观预测。这一潜在负担，在当前讨论SpaceX估值时，几乎被完全忽视。在SpaceX成为史上最受期待的IPO之后入场，需要的则是完全不同的东西。据The Information报道，鉴于SpaceX的宏大抱负，该公司的航天器在上市后几乎必然会在某个时刻，再次遭遇惨败。","market":"us","thumbnail":"https://static.tigerbbs.com/37a92dcaf28f64e8cb7016e217314e1f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/37a92dcaf28f64e8cb7016e217314e1f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8cf2bfdd74b14fbab795a0ec5c69297c","theme_name":"热榜No.1 · SpaceX上市：IPO申报文件正在影响Rocket Lab、CoreWeave及其他股票","theme_type":2,"isJumpTheme":false,"symbols":["SPCX"],"symbols_score_info":{"SPCX":2},"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":"1173275783","title":"伯克希尔·哈撒韦将以每股72.50美元的现金收购Taylor Morrison，推进住房业务布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1173275783","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1173275783?lang=zh_cn&edition=full","pubTime":"2026-06-01 06:59","pubTimestamp":1780268351,"startTime":"0","endTime":"0","summary":"伯克希尔·哈撒韦与 $Taylor Morrison Home Corporation$周日联合宣布，伯克希尔已同意以约85亿美元的全现金交易收购后者，此举标志着这家综合性企业集团在住房业务领域的扩张。根据协议条款，伯克希尔将以每股72.50美元现金收购这家住宅建筑商， $Taylor Morrison Home Corporation$的股权估值约为68亿美元。\"伯克希尔·哈撒韦的长期导向与住宅建筑多年期的投资周期天然契合，这一合并将使我们能够以独立公司无法实现的方式扩展 $Taylor Morrison Home Corporation$的平台，\"帕尔默说。","market":"us","thumbnail":"https://community-static.tradeup.com/news/800d8e848e531bbb843bf9708721a709","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/800d8e848e531bbb843bf9708721a709"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["BRK.A","TMHC","BRK.B","BRKU","BRKC","BRKD","BRKW"],"symbols_score_info":{"BRKU":0.6,"BRK.A":2,"BRKC":0.6,"BRKD":0.6,"TMHC":2,"BRK.B":2,"BRKW":0.6},"source_rank":0,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2639607681","title":"美伊谈判进入关键拉锯：特朗普临时改协议，签署时间再生变数","url":"https://stock-news.laohu8.com/highlight/detail?id=2639607681","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2639607681?lang=zh_cn&edition=full","pubTime":"2026-06-01 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