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Archegos爆倉風波概念

2,205.50

-50.5901-2.24%

漲家數：4

跌家數：4

平家數：- -

市盈率：- -

高：2,255.93

開：2,255.82

低：2,195.82

收：2,256.09

成交量：769.61萬

成交額：7.30億

市值：4,482.45億

流通市值：4,300.03億

資料載入中...

總覽新聞資訊

百度文心快碼併入百度搭子

印度央行上周至少拋售80億美元，以支撐盧比匯率

國富人壽：擬增資5.4億元，增資方唯品會、廣投金控均為現有股東

高盛覆盤中國股票二季報：盈利增速創五年新高，增長從「硬科技」擴散到更多行業

智通财经网

Anthropic最快下周提交IPO文件摩根士丹利與高盛有望領銜承銷

环球市场播报

韓股指數預測：高盛堅持12000點目標，AI存儲周期能否推動KOSPI再創新高？

TradingKey中文

高盛首予中際旭創買入評級目標價3267港元

高盛上調IMAX目標價至50美元

大行評級丨高盛：三星電子基本面穩健，續列「確信買入」之內

泰山財經：高途上半年經營淨現金流降7成 Q2單季回正

鳳凰國際財聞匯 | 高盛拉響最高級能源警報，中國或成關鍵變量

凤凰网港股

瑞銀集團已聘用三名前野村控股員工在日本工作，以加強對本地機構投資者的跨資產銷售，這是該行在日本擴張的一系列舉措中的最新動

高盛將除日本外亞太指數目標從1080點上調至1120點。

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

高盛堅持唱多韓國股市：AI內存熱潮驅動，潛在漲幅達80%

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

港股早評：恒指微幅高開0.01%，科網股升跌各異，內銀股、保險股齊漲

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

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16:30","pubTimestamp":1788769849,"startTime":"0","endTime":"0","summary":"印度央行上周至少抛售80亿美元，以支撑卢比汇率--银行人士路透孟买9月7日-六位银行业人士表示，上周印度央行加大了外汇干预力度，至少抛售了80亿美元，以支撑卢比汇率。该人士估计，印度央行上周出售美元的规模约为150亿美元。另一位国有银行人士则估计，截至9月4日当周，印度央行卖出美元约100亿至110亿美元，至少是前一周规模的三倍。印度央行未立即回复寻求置评的电子邮件。","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:20260907:nL6S44Z0DY: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":["LU0942090050.USD","LU2471134879.HKD","LU1144417596.USD","LU0868494617.USD","BK4127","LU2471134523.USD","LU1868836914.USD","LU0210536198.USD","LU0096364046.USD","LU0742534661.SGD","BK4588","LU1791807156.HKD","LU0251131958.USD","BK4550","LU1894683264.USD","LU2237443978.SGD","IE0004086264.USD","IE00BSNM7G36.USD","BK4504","BK4585","LU2237443465.HKD","IE0002270589.USD","LU1868836757.USD","LU2237443549.SGD","BK4516","LU0345770308.USD","LU2237438978.USD","LU0868494708.USD","LU1804176565.USD","LU2471134796.USD","GSX","LU2237443895.HKD","LU1868836591.USD","LU2237443622.USD","IE0004091025.USD","IE00BFXG1179.USD","LU1894683348.USD","IE00B19Z3581.USD","BK4533","LU0345770993.USD","LU1668664300.SGD","IE0034235188.USD","LU1868837136.USD","LU2750360997.AUD","LU2471134952.CNY","LU1868837300.USD","LU2750360641.GBP","BK4552","LU0061475181.USD","LU0106831901.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665390225","title":"國富人壽：擬增資5.4億元，增資方唯品會、廣投金控均為現有股東","url":"https://stock-news.laohu8.com/highlight/detail?id=2665390225","media":"金融一线","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665390225?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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15:08","pubTimestamp":1788764920,"startTime":"0","endTime":"0","summary":"高盛称，中国上市公司二季度盈利同比劲增24%，创五年新高，A股科创板利润翻倍，AI红利由芯片向多行业扩散；","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260907/20260907151205_21358.png?x-oss-process=image/format,jpg/quality,q_60","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260907/20260907151205_21358.png?x-oss-process=image/format,jpg/quality,q_60"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492715.html","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":"highlight_zhitongcaijin","symbols":["513600","83115","02833","02800","LU0096364046.USD","BK4516","LU1868837300.USD","LU2471134879.HKD","LU2237443622.USD","LU0742534661.SGD","LU1894683348.USD","07200","IE0034235188.USD","IE00BFXG1179.USD","LU2750360641.GBP","LU0345770993.USD","BK4504","07300","LU0106831901.USD","LU0251142724.SGD","09115","LU1868836591.USD","03037","LU2237438978.USD","LU2750360997.AUD","IE0002270589.USD","IE00BSNM7G36.USD","LU2471134523.USD","LU1868837136.USD","IE0004086264.USD","IE00B19Z3581.USD","IE00B19Z3B42.SGD","MCHmain","IE0004091025.USD","LU1791807156.HKD","HSI","LU2237443895.HKD","MHImain","GSX","LU2471134796.USD","HHImain","LU2896262040.SGD","LU2471134952.CNY","03419","BK4585","BK4127","LU2237443978.SGD","LU2237443382.USD","HSTECH","LU0942090050.USD","BK4550","LU1894683264.USD","LU0345770308.USD","LU0048573561.USD","LU1804176565.USD","LU1868836757.USD","LU0868494617.USD","GS","LU1868836914.USD","BK4533","LU0210536198.USD","LU2265009873.SGD","LU0251131958.USD","BK4588","LU2237443465.HKD","82800","LU0061475181.USD","07500","LU1144417596.USD","LU1668664300.SGD","03115","LU2237443549.SGD","BK4552","LU0868494708.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665929423","title":"Anthropic最快下周提交IPO文件 摩根士丹利與高盛有望領銜承銷","url":"https://stock-news.laohu8.com/highlight/detail?id=2665929423","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665929423?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:08","pubTimestamp":1788764880,"startTime":"0","endTime":"0","summary":"人工智能公司Anthropic即将为其首次公开募股提交文件，最快于下周向美国证券交易委员会递交招股说明书。摩根士丹利近几周已牵头与潜在投资者就Anthropic的发行定价进行讨论。知情人士称，Anthropic正准备于9月底前后举行路演。当前AI概念股股价波动剧烈，Anthropic的上市表现将成为该板块的重要风向标。Anthropic和高盛拒绝置评，摩根士丹利未立即回应置评请求。","market":"sg","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/2026-09-07/doc-iniqyvrz0337932.shtml","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":"sina","symbols":["LU2237443465.HKD","GS","LU1894683264.USD","IPOS","LU1868836914.USD","LU1868837300.USD","LU2896262040.SGD","IE0034235188.USD","LU0106831901.USD","LU1668664300.SGD","IE0002270589.USD","LU2237443978.SGD","LU0048573561.USD","IE0004086264.USD","LU0868494617.USD","LU1144417596.USD","FRHC","REDS","LU0210536198.USD","LU0942090050.USD","BK4552","BK4585","LU2750360997.AUD","LU2471134523.USD","LU2471134952.CNY","LU2237443382.USD","BK4127","LU0061475181.USD","LU0251131958.USD","LU2237443549.SGD","LU1804176565.USD","LU1791807156.HKD","LU0251142724.SGD","BK4550","LU1894683348.USD","LU1868836757.USD","LU2471134796.USD","GSX","LU2471134879.HKD","LU1868836591.USD","LU0345770993.USD","IE0004091025.USD","LU2750360641.GBP","KCE","LU0868494708.USD","BK4588","LU1868837136.USD","IE00B19Z3581.USD","LU0742534661.SGD","BK4504"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665439210","title":"韓股指數預測：高盛堅持12000點目標，AI存儲周期能否推動KOSPI再創新高？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665439210","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665439210?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:03","pubTimestamp":1788764639,"startTime":"0","endTime":"0","summary":"TradingKey - 尽管韩国综合股价指数（KOSPI）已经较6月份的历史高点回落约27%，市场对AI资本开支能否延续、韩国股市高波动以及半导体周期的担忧持续升温，但高盛亚太区首席股票策略师Timothy 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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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