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Archegos爆倉風波概念

2,203.41

-52.6887-2.34%

漲家數：3

跌家數：5

平家數：- -

市盈率：- -

高：2,255.93

開：2,255.82

低：2,201.94

收：2,256.09

成交量：326.46萬

成交額：4.55億

市值：4,476.42億

流通市值：4,295.26億

資料載入中...

總覽新聞資訊

國際油市：油價升至數周高點，美伊衝突長期化風險加劇供應面擔憂

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高盛預計各行業併購活動將大規模湧現。

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华尔街见闻

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环球市场播报

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高盛因中東航運風險持續而上調2026年12月和2027年油價預測

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高盛大幅上調光模塊市場預測，2028年規模或達1485億美元；英特爾CPU據稱10月將再漲10%

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高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

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11:12","pubTimestamp":1788837160,"startTime":"0","endTime":"0","summary":"霍尔木兹化肥断供、黑海粮食走廊受阻、超级厄尔尼诺三重风险同步发酵，BCOM农业指数年内已涨24%。更关键的是：自2020年以来全球农业贸易限制措施年度新增数量已大约翻倍，市场日益“内顾化”——贸易壁垒越高，同等冲击造成的价格波动反而越大，农产品价格上行尾部风险正在系统性加厚。","market":"fut","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://wallstreetcn.com/articles/3781280","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":null,"symbols":["RJA","BK0027","LU1791807156.HKD","LU1868836757.USD","LU1894683264.USD","BK4585","AVXC","LU0942090050.USD","BK4127","LU0061475181.USD","BK4533","LU2237443465.HKD","000061","SUPP","BK4550","LU2471134952.CNY","LU0106831901.USD","COMT","BK4552","LU1868837300.USD","GSX","LU0742534661.SGD","IE00B19Z3581.USD","LU1868836914.USD","LU1894683348.USD","LU1868836591.USD","LU2237443382.USD","LU1868837136.USD","IE00BSNM7G36.USD","CANE","LU1668664300.SGD","IE00B19Z3B42.SGD","LU2471134879.HKD","TAGS","IE00BFXG1179.USD","BK0028","NBCM","LU0868494708.USD","LU2750360641.GBP","LU0345770308.USD","BK4588","LU0048573561.USD","BK4504","LU1804176565.USD","LU2896262040.SGD","IE0034235188.USD","LU2237443622.USD","LU0210536198.USD","LU2265009873.SGD","LU1144417596.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665349764","title":"2026大廠重金砸向音樂節，中小玩家集體退場？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665349764","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665349764?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 10:54","pubTimestamp":1788836047,"startTime":"0","endTime":"0","summary":"文丨文娱价值官 Rosy2026年，中国音乐节市场呈现出残酷的“K型分化”，根据第三方数据统计，2026上半年，全国共落地100余场音乐节，总票房超9.8亿元。而IP影响力、内容基因、一心赚快钱的“拼盘”低质音乐节，在今年将被集体清退出场。一手向外，是8月22日至23日在中国香港开演的2026 TMElive国际音乐大赏(简称“TIMA”。另一手向内，是8月29日至30日的JUMP PARK音乐节。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788756714192133214","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":"lanjinger_stock","symbols":["IE00B12V2V27.USD","LU0456842615.SGD","LU1023057109.AUD","LU0269904917.USD","BK4108","LU0359201612.USD","BK4535","IE00BYQNZ168.SGD","BK4552","IE00BYTNYN87.SGD","BK4563","SG9999011746.SGD","BK4571","TME","BK4509","LU0359202008.SGD","LU0509642566.USD","BK4565","BK4548","LU2039709279.SGD","BK4526","BK4531","01698","LU0828238088.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665346562","title":"ETF異動 | 韓國ETF今日繼續走高 三星、SK海力士內存庫存告急 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Securities最新研报警告，三星电子、SK海力士的内存库存在本季度已不足10天，这意味着两大存储半导体龙头难以为突发性需求挤出更多供应。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1493143.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":"highlight_zhitongcaijin","symbols":["LU1868837136.USD","LU0048573561.USD","BK4127","BK4516","RAM","GSX","MKOR","HYNX","LU2237443382.USD","LU2471134952.CNY","LU2237443622.USD","LU0345770993.USD","LU2237443895.HKD","SK","SKHQ","LU0061475181.USD","SKHU","LU1894683348.USD","LU2471134879.HKD","LU0823413587.USD","SKHY","SPEM","EDZ","SKHL","LU1804176565.USD","SKUU","LU2750360997.AUD","LU1791807156.HKD","07709","SKHX","FDN","IE00B19Z3581.USD","LU0942090050.USD","EMXC","KORU","DRAM","RAMZ","SKHYV","DRAL","VXUS","SKHZ","FLKR","SKHN","EWY","BK4552","SKHA","EEMO","BK4550","LU0106831901.USD","SKDD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665345149","title":"因中東航運問題 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Struyven等分析师表示，目前预计2026年12月布伦特原油价格达每桶85美元，2027年均价为每桶80美元；WTI原油2026年12月料在每桶80美元，2027年为每桶75美元。价格上调幅度不大，因为自战争爆发以来，OECD商业陆上库存没怎么减少，反映出供应缺口小于预期。分析师预计，就算航运中断持续，中东供应也将调整，所谓的“暗流”将会增加，并且一些输油管道将于2027年底投入使用。风险仍然明显偏向上行，尤其是在短期内。","market":"hk","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/stock/usstock/c/2026-09-08/doc-inirapza5960305.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00BSNM7G36.USD","DRIP","PXE","DBO","OILT","DUG","VDE","LU2471134952.CNY","BWET","USL","LU2265009873.SGD","BDRY","UAE","BK4504","OILK","FTXN","DIG","DRLL","ERX","DBE","BK4516","USOI","IE00B19Z3B42.SGD","BOAT","VOOV","OIH","GUSH","LU1868837136.USD","IXC","LU1894683348.USD","OILU","TPOR","USE","WTIU","GSX","DBC","IEO","LU2471134879.HKD","XES","PEJ","WEEI","LU1868837300.USD","SDOG","XLEX","UGA","SPXT","BK4552","BNO","LU0251142724.SGD","PXJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665345940","title":"國際油市：油價上漲，美伊衝突長期化風險加劇供應面擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=2665345940","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665345940?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 09:03","pubTimestamp":1788829396,"startTime":"0","endTime":"0","summary":"国际油市：油价上涨，美伊冲突长期化风险加剧供应面担忧路透9月8日-油价周二延续涨势，伊朗威胁将对美国任何针对伊朗的新攻击采取报复行动，这使得中东冲突长期化的风险升高，加剧市场对供应中断的担忧。截至00:00 GMT，布兰特原油期货LCOc1上涨34美分，涨幅0.35%，报每桶97.34美元。美国西德克萨斯中质原油CLc1报每桶92.63美元，上涨1.15美元，涨幅1.26%。","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL6S45001D:2","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0251131958.USD","LU2471134523.USD","IE00B19Z3B42.SGD","LU0345770993.USD","IE0004091025.USD","LU2750360997.AUD","LU0061475181.USD","LU0106831901.USD","LU1868837300.USD","LU1868836757.USD","LU2471134952.CNY","BK4550","IE0004086264.USD","LU0868494708.USD","LU2237438978.USD","LU0096364046.USD","LU0210536198.USD","LU2471134879.HKD","LU0742534661.SGD","LU0868494617.USD","LU1894683264.USD","BK4516","LU1668664300.SGD","BK4552","LU2237443978.SGD","LU2237443622.USD","LU0345770308.USD","IE0002270589.USD","LU1868836591.USD","LU0048573561.USD","LU1791807156.HKD","BK4504","IE00B19Z3581.USD","GSX","LU0251142724.SGD","IE00BSNM7G36.USD","LU2237443465.HKD","LU1868837136.USD","BK4127","LU2237443895.HKD","LU1894683348.USD","LU2750360641.GBP","LU2237443382.USD","IE00BFXG1179.USD","LU1144417596.USD","IE0034235188.USD","LU1804176565.USD","LU2237443549.SGD","LU2471134796.USD","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665995345","title":"高盛因中東航運風險持續而上調2026年12月和2027年油價預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2665995345","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665995345?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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1-高盛因中东航运风险持续而上调2026年12月和2027年油价预测新增细节和背景路透9月7日-高盛将2026年12月和2027年布兰特原油和美国原油价格预测每桶上调5美元，理由是预计中东地区的航运中断将持续到明年。高盛目前预计，2026年12月布兰特原油价格为每桶85美元，美国原油价格为每桶80美元；对2027年的价格预测分别为每桶80美元和75美元。","market":"hk","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL6T45000U:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0210536198.USD","LU0868494708.USD","LU1868837300.USD","LU2471134879.HKD","IE0002270589.USD","LU2265009873.SGD","IE0004086264.USD","LU0742534661.SGD","LU1868836757.USD","LU2237438978.USD","LU2471134523.USD","LU0345770308.USD","LU2471134796.USD","LU2237443895.HKD","LU2237443978.SGD","LU0868494617.USD","IE00B19Z3581.USD","LU2750360997.AUD","LU0345770993.USD","LU0048573561.USD","LU0942090050.USD","LU0061475181.USD","IE0004091025.USD","LU1668664300.SGD","BK4550","LU1868836591.USD","IE00BFXG1179.USD","IE0034235188.USD","LU2237443382.USD","LU1791807156.HKD","LU2237443622.USD","LU1868837136.USD","LU0096364046.USD","BK4504","LU0251142724.SGD","BK4552","LU2750360641.GBP","LU2237443465.HKD","GSX","LU1868836914.USD","LU1804176565.USD","LU1894683264.USD","BK4127","LU2471134952.CNY","BK4588","LU1894683348.USD","LU1144417596.USD","BK4533","LU0106831901.USD","LU2896262040.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665345993","title":"高盛因中東航運風險持續而上調2026年12月和2027年油價預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2665345993","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665345993?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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年規模或近 1500 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665331248","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665331248?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 22:12","pubTimestamp":1788790320,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，高盛在最新全球光模块报告中大幅上调行业预测，预计全球光模块市场规模将在 2026 年至 2028 年分别达到约 677 亿美元、1314 亿美元和 1485 亿美元，较此前预测上调 33%、81% 和 115%。高盛认为，这轮上修并非单纯来自 AI 服务器数量增长，更重要的是 AI 服务器架构持续向高速网络迁移，加上单颗 GPU 或 ASIC 芯片所需光模块数量增加，推动 800G、1.6T 乃至 3.2T 需求快速放量。 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