美股詳情

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橋水持倉

2,498.09

+5.100.20%

漲家數：61

跌家數：35

平家數：1

市盈率：- -

高：2,512.05

開：2,493.11

低：2,488.54

收：2,492.99

成交量：6.94億

成交額：1,137.88億

市值：16.03萬億

流通市值：15.23萬億

資料載入中...

總覽新聞資訊

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從「追光「到「走向光的上游「！大摩斷言：算力海嘯下，玻纖布與銅箔掀起材料超級周期

從「追光「到「走向光的上游「！大摩斷言：算力海嘯下，玻纖布與銅箔掀起材料超級周期

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11:57","pubTimestamp":1789358248,"startTime":"0","endTime":"0","summary":"对于2027年HBM价格，保守投资者预计同比上涨约50%，更乐观者认为需要上涨超过100%，才能使其利润率接近传统DRAM;此前部分预期曾高达200%。高盛自身仍预计2027年HBM混合平均售价同比上涨约100%，并认为三星的产品与客户组合改善可能带来更大上行空间。KOSPI指数在8月13日已较7月30日收盘低点反弹约22%，进入通常所称的技术性牛市，此后基本上陷入横盘震荡，直到9月7日KOSPI指数大幅上涨4.61%，三星与海力士分别上涨5.68%、8.26%，今年以来韩国KOSPI指数涨幅高达60%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1495512.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0004086264.USD","LU0210536198.USD","LU0251142724.SGD","LU2237438978.USD","LU2896262040.SGD","LU1868837300.USD","GSX","BK4552","BK4516","BK4588","BK4533","IE00B19Z3B42.SGD","07347","LU2265009873.SGD","SSNLF","LU1894683348.USD","BK4170","LU0868494708.USD","LU2237443549.SGD","LU1144417596.USD","BK4585","LU2750360641.GBP","LU0942090050.USD","LU1804176565.USD","LU0868494617.USD","LU1868836757.USD","LU2237443465.HKD","LU2471134879.HKD","LU0742534661.SGD","IE0002270589.USD","LU2750360997.AUD","IE00BSNM7G36.USD","LU1868836914.USD","IE0034235188.USD","BK4543","LU1868836591.USD","LU2237443978.SGD","LU0251131958.USD","LU1894683264.USD","LU2471134523.USD","LU1668664300.SGD","IE00BFXG1179.USD","LU1791807156.HKD","LU2237443382.USD","BK4127","BK4099","LU0345770308.USD","BK4504","LU0106831901.USD","LU2471134796.USD","BK4550","LU1868837136.USD","LU2471134952.CNY","LU0096364046.USD","LU0345770993.USD","LU0061475181.USD","LU2237443895.HKD","IE00B19Z3581.USD","GS","LU2237443622.USD","07747","LU0048573561.USD","IE0004091025.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667632327","title":"百家號App改版通知：更名「百度直播伴侶」，9月22日實施","url":"https://stock-news.laohu8.com/highlight/detail?id=2667632327","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667632327?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 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9月14日上午消息，近日，百家号App发布改版通知称，原百家号App将于9月22日更名为“百度直播伴侣”，主要提供直播相关功能。公告称，改版后，原百家号App中的创作功能被整合至百度App“创作中心”。用户账号数据（内容、粉丝、收益等）不受影响，可在百家号PC端、百度APP创作中心查看。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/shenji/2026-09-14/doc-iniruhxe4072755.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BIDU","IE00B0JY6N72.USD","KBDU","BK4552","BK4535","BK4514","BK4504","BK4579","BK4526","LU1023057109.AUD","BK4548","BK4574","LU1115378108.SGD","BIDG","BK4531","LU0359202008.SGD","BK4543","09888","BK4077","BK4602","LU0640798160.USD","BK4585","BK4587","LU0287142896.SGD","LU0173614495.USD","DRGN","BK4588","LU0359201612.USD","BK4614","BK4612"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667863449","title":"中期選舉會讓美股崩盤嗎？75年曆史給了一個出人意料的答案","url":"https://stock-news.laohu8.com/highlight/detail?id=2667863449","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667863449?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 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