实时行情与全球市场资讯 - 老虎证券

华尔街的“2026美股主题”是轮动！“老登”胜过Mag 7，高盛高呼“周期股尚未被完全定价”

华尔街见闻·2025/12/14

华尔街的“2026美股主题”是轮动！“老登”胜过Mag 7，高盛高呼“周期股尚未被完全定价”

巨变酝酿中？美国财政部将“合并”美联储，贝森特才是真正的“影子联储主席”

华尔街见闻·2025/12/14

巨变酝酿中？美国财政部将“合并”美联储，贝森特才是真正的“影子联储主席”

超级央行周来了！日本带头加息，发达国家央行“降息周期”进入尾声，明年美联储“独自降息”？

华尔街见闻·2025/12/14

超级央行周来了！日本带头加息，发达国家央行“降息周期”进入尾声，明年美联储“独自降息”？

甲骨文、博通财报：市场预期越高，砸盘砸的越狠

华尔街见闻·2025/12/14

甲骨文、博通财报：市场预期越高，砸盘砸的越狠

新美联储主席决赛圈：沃什 VS 哈塞特？

格隆汇·2025/12/14

新美联储主席决赛圈：沃什 VS 哈塞特？

成交再破2万亿！投资A股，如何化繁为简？这“四心”很重要

券商中国·2025/12/14

成交再破2万亿！投资A股，如何化繁为简？这“四心”很重要

AI惊魂一日：甲骨文、博通大跌，Fermi差点“一日腰斩”

华尔街见闻·2025/12/14

AI惊魂一日：甲骨文、博通大跌，Fermi差点“一日腰斩”

“天价猴”再临CRO，20cm大红柱吹响昭衍新药股价反攻号角？

智通财经网·2025/12/14

“天价猴”再临CRO，20cm大红柱吹响昭衍新药股价反攻号角？

疯涨13倍！今年A股最大赢家？

格隆汇APP·2025/12/13

疯涨13倍！今年A股最大赢家？

估值8000亿美元、碾压OpenAI！SpaceX瞄准“史上最大IPO”

格隆汇·2025/12/13

估值8000亿美元、碾压OpenAI！SpaceX瞄准“史上最大IPO”

降息之路遇“路障”：美联储内部鹰派抬头，2026年路线图陷入拉锯

智通财经·2025/12/13

降息之路遇“路障”：美联储内部鹰派抬头，2026年路线图陷入拉锯

马斯克、黄仁勋等在列！《时代》周刊年度人物致敬“AI缔造者”

格隆汇·2025/12/13

马斯克、黄仁勋等在列！《时代》周刊年度人物致敬“AI缔造者”

迪士尼砸10亿绑定OpenAI，200个IP+Sora，该起飞了吧

硅星人·2025/12/13

迪士尼砸10亿绑定OpenAI，200个IP+Sora，该起飞了吧

英伟达掘墓人：两大巨头，最新发声

半导体行业观察·2025/12/13

英伟达掘墓人：两大巨头，最新发声

2026美股展望：AI泡沫的内部熔点与外部拐点

雪涛宏观笔记·2025/12/13

2026美股展望：AI泡沫的内部熔点与外部拐点

热议股票

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16:01","pubTimestamp":1765699264,"startTime":"0","endTime":"0","summary":"华尔街多家大行策略师正建议客户在2026年将投资重心从“科技七巨头”转向医疗、工业、能源和金融等传统周期性板块。高盛认为，这一转变主要基于两点：一是对科技巨头能否持续支撑其高昂估值和AI支出的疑虑加深；二是对2026年美国整体经济前景的乐观情绪升温。","market":"other","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA"],"symbols_score_info":{"NVDA":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"2591544666","title":"巨变酝酿中？美国财政部将“合并”美联储，贝森特才是真正的“影子联储主席”","url":"https://stock-news.laohu8.com/highlight/detail?id=2591544666","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2591544666?lang=zh_cn&edition=fundamental","pubTime":"2025-12-14 11:58","pubTimestamp":1765684681,"startTime":"0","endTime":"0","summary":"TS Lombard首席经济学家Stephen Blitz认为，美联储重启资产负债表购买操作，实质是为财政部支出提供融资保障，两大机构资产负债表实正走向“合并”。随着Kevin Hassett等潜在继任者进入美联储，贝森特将实际上成为他的“老板”，财政部将主导融资策略，即通过短端注入流动性压低融资成本，而这种廉价资金策略将推高2026年通胀。","market":"hk","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":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["US7Y.BOND","US2Y.BOND","US12M.BOND","US10Y.BOND","US30Y.BOND","US5Y.BOND","US3Y.BOND","US6M.BOND","SPY",".SPX","TLTW","UPRO","ESmain","OEX","SSO","SDS","MESmain","IVV","SPXU","OEF","SH","TMF"],"symbols_score_info":{"US7Y.BOND":1.5,".SPX":0.6,"TLTW":0.6,"UPRO":0.6,"US2Y.BOND":1.5,"ESmain":0.6,"US12M.BOND":1.5,"OEX":0.6,"US10Y.BOND":1.5,"SSO":0.6,"SDS":0.6,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"MESmain":0.6,"IVV":0.6,"SPXU":0.6,"US3Y.BOND":1.5,"OEF":0.6,"SH":0.6,"TMF":0.6,"US6M.BOND":1.5,"SPY":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true,"relatedSymbol":"US7Y.BOND"},{"id":"2591654969","title":"超级央行周来了！日本带头加息，发达国家央行“降息周期”进入尾声，明年美联储“独自降息”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2591654969","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2591654969?lang=zh_cn&edition=fundamental","pubTime":"2025-12-14 11:28","pubTimestamp":1765682905,"startTime":"0","endTime":"0","summary":"2025年全球货币政策迎来关键转折：下周，日本央行加息箭在弦上，英国或迎最后一次降息，欧洲按兵不动。美联储若明年继续降息将陷入“孤军作战”，全球央行政策分歧将加剧。华尔街预警，美元贬值压力正在积累，2026年或难挡跌势。","market":"sh","thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["US2Y.BOND","US30Y.BOND","US5Y.BOND","US7Y.BOND","US12M.BOND","US6M.BOND","US3Y.BOND","SPY","US10Y.BOND","UPRO","SPXU","MESmain","OEF","SSO","OEX","SDS","TMF","IVV","SH",".SPX","TLTW","ESmain"],"symbols_score_info":{"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"US12M.BOND":1.5,"UPRO":0.6,"US6M.BOND":1.5,"SPXU":0.6,"MESmain":0.6,"OEF":0.6,"SSO":0.6,"US3Y.BOND":1.5,"OEX":0.6,"SPY":1.5,"SDS":0.6,"TMF":0.6,"IVV":0.6,"SH":0.6,".SPX":0.6,"TLTW":0.6,"US10Y.BOND":1.5,"ESmain":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true,"relatedSymbol":"US2Y.BOND"},{"id":"2591514286","title":"甲骨文、博通财报：市场预期越高，砸盘砸的越狠","url":"https://stock-news.laohu8.com/highlight/detail?id=2591514286","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2591514286?lang=zh_cn&edition=fundamental","pubTime":"2025-12-14 10:24","pubTimestamp":1765679078,"startTime":"0","endTime":"0","summary":"因博通令人失望的业绩指引和甲骨文项目延迟的传闻，投资者信心遭受重创，引发市场剧烈抛售。博通股价周五重挫12%，费城半导体指数重挫5%创下数月最大跌幅，股市的抛售甚至蔓延到债券市场，AI巨头的债券收益率溢价大幅跃升。这场连锁反应或许正在拷问：对于承诺中的AI回报，市场还有多少耐心？","market":"other","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ORCL","AVGO"],"symbols_score_info":{"ORCL":1.5,"AVGO":1.5},"source_rank":0,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true,"relatedSymbol":"ORCL"},{"id":"2591634942","title":"新美联储主席决赛圈：沃什 VS 哈塞特？","url":"https://stock-news.laohu8.com/highlight/detail?id=2591634942","media":"格隆汇","top":-1,"share":"https://ttm.financial/m/news/2591634942?lang=zh_cn&edition=fundamental","pubTime":"2025-12-14 09:30","pubTimestamp":1765675833,"startTime":"0","endTime":"0","summary":"谁担特朗普的降息大任","market":"us","thumbnail":"https://static.tigerbbs.com/b0551781a4a5893988c6f642a521b10b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/b0551781a4a5893988c6f642a521b10b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SPY","VS","SSO","OEF","ESmain","MESmain","SH","IVV",".SPX","OEX","UPRO","SDS","SPXU"],"symbols_score_info":{"SSO":0.6,"OEF":0.6,"ESmain":0.6,"MESmain":0.6,"SH":0.6,"SPY":1.5,"IVV":0.6,".SPX":0.6,"OEX":0.6,"VS":1.5,"UPRO":0.6,"SDS":0.6,"SPXU":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"gelonghui_highlight","isHighRisk":false,"relatedSymbol":"SPY"},{"id":"1136468225","title":"成交再破2万亿！投资A股，如何化繁为简？这“四心”很重要","url":"https://stock-news.laohu8.com/highlight/detail?id=1136468225","media":"券商中国","top":-1,"share":"https://ttm.financial/m/news/1136468225?lang=zh_cn&edition=fundamental","pubTime":"2025-12-14 09:11","pubTimestamp":1765674687,"startTime":"0","endTime":"0","summary":"本周，A股市场逐渐回暖。周五，三大指数集体上涨，成交额再次突破2万亿元。在股市投资中，如何化繁为简？可惜在投资或生活中，我们时常遭遇各种“万不得已”。虽然发生概率较小，但“尾事件”的影响很大，往往会成为决定事件走向和结果的关键节点。","market":"sh","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2591902632","title":"AI惊魂一日：甲骨文、博通大跌，Fermi差点“一日腰斩”","url":"https://stock-news.laohu8.com/highlight/detail?id=2591902632","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2591902632?lang=zh_cn&edition=fundamental","pubTime":"2025-12-14 08:51","pubTimestamp":1765673460,"startTime":"0","endTime":"0","summary":"就在市场仍为AI的宏大叙事狂欢时，美东时间周五，华尔街上演了残酷的“血色一日”：云巨头甲骨文与芯片霸主博通双双大跌，更令人瞠目的是，网红AI基建公司Fermi股价盘中竟一度腰斩，暴跌46%。这一消息引发AI相关公司股价全线下挫。甲骨文和OpenAI均拒绝对周五的数据中心消息置评。受此消息影响，Fermi股价盘中剧烈跳水，收盘跌幅虽有所收窄，但较其10月上市后的高点已累计回撤达70%。针对此次变故，Fermi管理层在公告中极力试图稳住阵脚。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["FRMI","AVGO","ORCL"],"symbols_score_info":{"FRMI":1.5,"AVGO":1.5,"ORCL":1.5},"source_rank":0,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1762389672944","isHighRisk":true,"relatedSymbol":"FRMI"},{"id":"2591637009","title":"“天价猴”再临CRO，20cm大红柱吹响昭衍新药股价反攻号角？","url":"https://stock-news.laohu8.com/highlight/detail?id=2591637009","media":"智通财经网","top":-1,"share":"https://ttm.financial/m/news/2591637009?lang=zh_cn&edition=fundamental","pubTime":"2025-12-14 08:30","pubTimestamp":1765672226,"startTime":"0","endTime":"0","summary":"在股价阴跌了4个多月后，昭衍新药靠着一根“20cm大红柱”将市场目光重新拉回到这家安评龙头以及近期再度暴涨的“猴价”上。但实际上，昭衍新药此次股价新高之路并不平坦。12月12日一根“20cm大红柱”则将昭衍新药收盘价拉至21.25港元，也让筹码获利比例从12月11日的32.02%大幅升至12月12日的78.84%。从最新的Q3财报来看，2025年前三季度，昭衍新药新签订单金额达16.4亿元，同比增长17.1%，其中第三季度增速达24%，已出现回暖迹象。","market":"sh","thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["603127","06127"],"symbols_score_info":{"603127":1.5,"06127":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false,"relatedSymbol":"603127"},{"id":"1141953658","title":"疯涨13倍！今年A股最大赢家？","url":"https://stock-news.laohu8.com/highlight/detail?id=1141953658","media":"格隆汇APP","top":-1,"share":"https://ttm.financial/m/news/1141953658?lang=zh_cn&edition=fundamental","pubTime":"2025-12-13 16:52","pubTimestamp":1765615964,"startTime":"0","endTime":"0","summary":"如果将2025年的A股市场比作一场大戏，海博思创无疑是其中最扣人心弦的主角。单季度实现营收33.90亿元，同比增长高达124.4%；归母净利润单季达到3.07亿元，同比暴增872%。前三季度营收增长超过50%，利润增长接近翻倍。三季度毛利率波动较小，反映碳酸锂价格上涨的成本压力相对可控。之前“强制配储”，独立式储能项目比例从2018年30%，再到2023年突破了50%，今年上半年国内独立储能占比58%，累计装机规模127GWh。这是目前电网对储能提出的最高技术要求。","market":"sh","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["688411"],"symbols_score_info":{"688411":2},"source_rank":0,"column":"","sentiment":"2","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"688411"},{"id":"2591363526","title":"估值8000亿美元、碾压OpenAI！SpaceX瞄准“史上最大IPO”","url":"https://stock-news.laohu8.com/highlight/detail?id=2591363526","media":"格隆汇","top":-1,"share":"https://ttm.financial/m/news/2591363526?lang=zh_cn&edition=fundamental","pubTime":"2025-12-13 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11:31","pubTimestamp":1765596688,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美联储官员周五就利率政策提出了强烈对立的观点，包括两名将在2026年获得投票权的官员，这场争论将持续主导这家美国央行进入新的一年。当时美联储为应对不断上升的失业率，连续第三次会议将基准利率下调0.25个百分点。随着新一任美联储主席即将上任并预计将推动降低利率，\"关于2026年进行多少次降息才算合理，这将是一个有点讨价还价的过程。\"投票权轮换芝加哥和堪萨斯城联储主席将在2026年轮换出美联储的投票委员会。","market":"hk","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SPY","ESmain","SDS","MESmain","UPRO","SPXU","OEX","IVV","OEF","SH",".SPX","SSO"],"symbols_score_info":{"ESmain":0.6,"SDS":0.6,"MESmain":0.6,"SPY":1.5,"UPRO":0.6,"SPXU":0.6,"OEX":0.6,"IVV":0.6,"OEF":0.6,"SH":0.6,".SPX":0.6,"SSO":0.6},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"relatedSymbol":"SPY"},{"id":"2591638461","title":"马斯克、黄仁勋等在列！《时代》周刊年度人物致敬“AI缔造者”","url":"https://stock-news.laohu8.com/highlight/detail?id=2591638461","media":"格隆汇","top":-1,"share":"https://ttm.financial/m/news/2591638461?lang=zh_cn&edition=fundamental","pubTime":"2025-12-13 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