美股詳情

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特朗普概念

3,185.11

-11.3518-0.36%

漲家數：12

跌家數：18

平家數：1

市盈率：- -

高：3,222.78

開：3,196.47

低：3,157.69

收：3,196.47

成交量：3.55億

成交額：421.20億

市值：6.04萬億

流通市值：5.34萬億

資料載入中...

總覽新聞資訊

高盛最新「逢低買入」名單：阿里巴巴在列，5只股票跌出了機會

特斯拉降價衝上熱搜，Model 3/Y迎來價格歷史新低

超十家車企，掀起新一輪促銷戰

特斯拉Robotaxi下月衝24小時：v15七軌並進只合了40%，夜班是純視覺的期末考

小编聊科技

大摩：預計到明年6月印度SENSEX指數將達89000點

大摩下調Lululemon目標價至83美元

高盛將除日本外亞太指數目標從1080點上調至1120點。

大行評級丨高盛：Cybercab有望建立成本優勢，樂觀情景下特斯拉目標價看高至500美元

特斯拉「降價」！提車最高獎10000元

馬斯克：他們根本不是極右翼，你們這群蠢貨！

【特約大V】鄧聲興：非農超預期重燃加息預期，恒指短期承壓

中際旭創H股漲逾9%，此前該公司H股獲高盛首次覆蓋並給予「買入」評級，12個月目標價為3267港元。

2645元！高盛點燃光模塊

特斯拉的無人駕駛出租車來了，競爭對手Waymo不服：「有風險！」

高盛：Astra模型表現具重大意義，AI產業或迎來新一輪需求擴張

廬江萬安、交易集團挺進總決賽巔峯出爐！合肥「工BA」總決賽雙強就位

高盛：首次覆蓋中際旭創H股並給予目標價3267港元業績預測超市場預期

高盛：光網絡成 AI 基建下一趨勢，TAM 增 9 倍至 1540 億美元

特斯拉中國宣佈：9月30日前下單並提走現車，Model 3全系現金激勵5000元，Model Y全系現金激勵10000元

每日经济新闻

TradingKey 每日市場簡報：非農遠超預期，聯儲局加息預期升温，美光逆勢大漲6%，閃迪升逾10%

TradingKey中文

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AI 基建下一趨勢，TAM 增 9 倍至 1540 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665981513","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665981513?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:44","pubTimestamp":1788741894,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，高盛全球科技股票研究团队于 2026 年 4 月 17 日发布研报，称网络通过连接多颗芯片解锁单颗 AI 芯片算力，实现无缝数据交换与低延迟。随着 AI 基础设施扩张和算力提升，各类配置有望迎来增长，进一步打开 9 倍 TAM 空间至 1540 亿美元。研报指出，横向扩展与纵向扩展的美元含量分别增加 16 倍和 45 倍；光学从横向扩展到纵向扩展的 TAM 扩大 13 倍；可插拔光模块在横向扩展中的价值市场，从 2025 年下半年 AI 服务器型号到 2027 年下半年型号扩大 10 倍。作者包括 Allen Chang、Verena Jeng、James Schneider、Mark Delaney 等。每个计算单元在纵向与横向扩展上的合计美元含量，预计从 GB300 NVL72 的 31.5 万美元增至 Rubin Ultra NVL576 的 94 亿美元，增幅 29 倍。合计价值 TAM 增加 9 倍至 1540 亿美元（主要在 2028 年），其中 69%（1060 亿美元）来自纵向扩展。分析覆盖铜缆、可插拔光模块、CPO 和 PCB 中背板等配置的美元含量及市场机会。 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每日市場簡報：非農遠超預期，聯儲局加息預期升温，美光逆勢大漲6%，閃迪升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665986193","media":"TradingKey中文","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665986193?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:37","pubTimestamp":1788741469,"startTime":"0","endTime":"0","summary":"TradingKey - 美东时间9月4日，美股三大股指集体收跌。美国8月非农就业数据远超市场预期，重新强化投资者对美联储9月加息的押注，美债收益率和美元同步走高，对美股整体风险偏好形成压制。不过，半导体板块逆势上涨，使Nasdaq跌幅相对有限。周一美国市场将因劳动节休市，投资者下一阶段的注意力将转向本周公布的美国CPI和PPI通胀数据。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262153095-nfp-data-exceed-expectations-fuel-fed-rate-hike-mu-surges-6-sndk-rises-10-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999015978.USD","LU2089284900.SGD","CHPX","LU2236285917.USD","LU0545562505.USD","EMSF","LU0823421416.USD","SG9999017495.SGD","LU2456880835.USD","IE00B4YYXB79.USD","TSLI","LU2471134523.USD","LU2756315318.SGD","XLK","BK4504","TSLG","LU0879622024.SGD","LU0476273544.USD","LU2931357623.SGD","LU2404859741.USD","TSLZ","CBTJ","LU0957808578.USD","LU1121112475.USD","LU1803068623.USD","ELOL","IE00B7SZLL34.SGD","LU0795875169.SGD","LU1435385759.SGD","LU0238689110.USD","LU2041044095.USD","LU2244417387.USD","LU0175139822.USD","LU2413666426.HKD","LU2750360641.GBP","LU0109392836.USD","BTCZ","LU1923623000.USD","LU2087621335.USD","LU2286300806.USD","LU2420271590.USD","LU2360108059.USD","YSPY","DMAX","IE00B5949003.HKD","LU1582986433.USD","LU1861215975.USD","WUGI","WANT","SBIT","LU0757359954.USD","IE00BJTD4V19.USD","IE00B19Z8X17.USD","IE00B3SWFQ91.USD","LU2097344431.USD","LU2463028550.USD","BK4585","MSFW","IE0005OL40V9.USD","IE00BLSP4239.USD","PSI","JGRO","LU0211328371.USD","SPYQ","LU1861220033.SGD","AMYY","LU0345774391.USD","CBOY","CBXO","LU0203345920.USD","BAI","LU1316542783.SGD","LU2083900584.USD","LU0072461881.USD","LU0158827781.USD","SCHA","IXN","LU0124676726.USD","LU1496350171.SGD","LU2065170008.USD","BTCC","SG9999014906.USD","LU2213496289.HKD","XBTY","LU2210149790.SGD","BTCL","BK4551","CHPS","LU1989772840.SGD","LU0868494708.USD","EZBC","SPXL","LU0256863811.USD","SNPE","SPTE","MSFT","LU0096364046.USD","LU1989763005.USD","FSMD","SOXY","ARKB","BK4553","LU2505996509.AUD","LU1244550221.USD","LU0320765489.SGD","SMH","SCHM","SH","HK0000819398.USD","LU2065171402.SGD","SPY","GB00BDT5M118.USD","BK4141","LU0787776722.HKD","LU1046421795.USD","LU3102509885.SGD","SMHX","TESC","LU0950375773.USD","LU0127658192.USD","LU1670628061.USD","HBMX","IE000ITXATA3.USD","LU0861579265.USD","LU2462157665.USD","IE000KEQY171.SGD","LU2430703178.SGD","LU0949170772.SGD","BETE","IE0004445239.USD","IE0009G5SDU7.USD","IE00BMPRXR70.SGD","LU2168564495.EUR","LU2860962120.EUR","LU0094547139.USD","LU2506952170.USD","LU2357627491.SGD","LU2361044865.SGD","SSO","LU0912757837.SGD","LU1043141396.HKD","LU2242650005.HKD","LU0823421333.USD","LU0354030438.USD","LU1623119135.USD","QQQG","LU0353189680.USD","LU1721428933.USD","LU2764263039.SGD","AMDY","LU2362541273.HKD","LU2237443382.USD","AMDG","LU2506952097.USD","EGGY","LU1582986359.USD","LU1506573853.SGD","LU0289739343.SGD","LU1935043452.HKD","LU2746668974.SGD","LU0708994859.HKD","FCUS","LU1642822529.SGD","LU2458330243.SGD","TLA","DAMD","BK4170","LU1670711040.USD","SGXZ99366536.SGD","FTXL","LU1712237335.SGD","LU1670756490.USD","FDTX","LU1244550494.USD","LEGR","LU2148611432.USD","LU0149725797.USD","LU2092627202.USD","SG9999018857.SGD","BK4576","SNDG","LU2360107168.USD","HK0000532082.HKD","LU1400636574.HKD","LU1043141123.HKD","NULC","OEF","LU0256863902.USD","LU1868837136.USD","LU0719512351.SGD","LU0820561818.USD","IE00B19Z8W00.USD","BETH","IE00B7KXQ091.USD","LU2413666699.HKD","SPYU","XNTK","LU0061474960.USD","LU0211327993.USD","LU2552382132.HKD","CGGO","YBTC","LU0784385170.HKD","AIFD","LU0316494557.USD","LU0225283273.USD","MUD","LU0302445910.USD","SMU00main","LU0472753341.HKD","LU2462591277.SGD","LU0096362180.USD","LU1564329115.USD","LU0314106906.USD","LU1221951046.USD","IE0001KFT4U8.USD","LU1935043536.SGD","BK4592","AIQ","LU1880398471.USD","LU1242518857.USD","IBIT","IE00B1BXHZ80.USD","SGXZ23171101.USD","TSLW","LULU","LU0154236417.USD","MSFO","SG9999000418.SGD","LU0690374961.EUR","SPYM","LU1989764664.SGD","GCPU","IETC","TSLY","LU0198837287.USD","LU2471134796.USD","BFJL","LU0708995401.HKD","LU0354030511.USD","LU2133065610.SGD","BK4548","LU1839511570.USD","LU1366333091.USD","LU0820562030.AUD","LU1585245621.USD","LU0882574139.USD","LU2097829019.USD","IE0004091025.USD","LU2247934214.USD","SG9999015986.USD","LU1983260115.SGD","SNDK","BITO","BK4559","LU1116320737.USD","LU1301847155.USD","LU0310800379.SGD","LU1979441026.SGD","LU2430703095.HKD","LU0143551892.USD","TSLT","LU0095938881.EUR","BK4577","DISK","HK0000304797.USD","LU0788109477.HKD","CBOJ","HK0000304805.HKD","LU2404859667.USD","LU1032466523.USD","BTC.USD.CC","CNAV","IE00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