美股详情

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桥水持仓

2,375.33

-5.2507-0.22%

涨家数：24

跌家数：71

平家数：3

市盈率：- -

高：2,385.73

开：2,379.77

低：2,356.51

收：2,380.58

成交量：8.76亿

成交额：1,575.53亿

市值：15.51万亿

流通市值：14.70万亿

数据加载中...

总览新闻资讯

下周四开始，美国“数据狂潮”来了，对市场至关重要

华尔街见闻

高盛交易员：过去两周对市场的“核心牛市逻辑”构成了挑战

华尔街见闻

美国纽约联储就关键贷款工具与各银行举行会谈

环球市场播报

传媒行业周报系列2025年第45周：阿里通义APP或将对标CHATGPT 十月《王者荣耀》登顶全球增长榜

商贸零售行业周报双11 迎收官：AI全域赋能即时零售高速增长

申万宏源研究

策略深度报告：2026年美股AI泡沫会破裂吗？

东吴证券股份有...

2026年度电商零售投资策略：结构性景气 AI重塑生态

申万宏源研究

美联储前理事库格勒辞职前曾面临道德操守调查

B站发布40部国创动画作品

下周宏观展望：停摆后首份非农降临，美联储“内战”升级

广汽能源与支付宝深化合作

种草即下单！京东APP上线“京东点评”新功能

京东（纪要）：外卖目标是 “养活自己”，海外会长期谨慎投入

京东：就算没了国补，还是要 “四处出击”

媒体-据说 Solaria 将聘请高盛寻求数据中心合作伙伴 - 彭博新闻社

大举加仓！高瓴旗下私募出手

中国基金报

京东在人工智能和机器人领域进行布局

京东试水京东点评、酒店榜等，互联网榜单流量争夺再升级

南方都市报

京东为什么四处出击？

“京东点评”上线，点评三国杀再燃战火

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美股AI泡沫会破裂吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2583166631","media":"东吴证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583166631?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"我们认为2026 年刺破美股AI 泡沫的可能不是产业周期和股票估值，更可能是宏观和政治周期。从这四个特征看，美股AI 确实存在泡沫。为抑制经济过热，1972 年10 月美联储大幅快速加息，1973 年初第一次石油危机引发恶性通胀，美联储不得不持续加息至1974 年6 月，连续大幅加息成为泡沫破裂的加速器。如果以上情景假设发生，2026 年美股AI 泡沫将进入生命的终曲时间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116152333a4a4ec6d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"主线1：科技消费拓展商业化路径，AI、即时零售挖掘增量?平台竞争维度延展，持续投入布局即时零售和AI赛道，即时零售转向理性竞争，AI大模型迭代升级并增强端侧应用部署能力，蓄力中长期增长，看好平台高质量成长势能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116154132a4a4f25b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:12","pubTimestamp":1763219551,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据金十报道，据一位美联储官员透露，前美联储理事库格勒突然辞职，原因是美联储主席鲍威尔拒绝批准她豁免处理违反美联储道德准则的金融资产。\n\n该官员称，库格勒在 8 月辞职前因其近期财务申报问题正接受美联储内部监察机构的调查。周六公开的文件显示，美联储道德操守办公室官员拒绝核准库格勒提交的最新财务申报材料，并将此事移交美联储监察长办公室处理。这些公布于美国政府道德办公室网站的申报材料显示，其金融活动细节涉嫌违反美联储内部道德规范。\n\n库格勒于 8 月 1 日宣布自 8 月 8 日起辞职，未说明具体理由。 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19:59","pubTimestamp":1763207940,"startTime":"0","endTime":"0","summary":"新浪科技讯 11月15日晚间消息，哔哩哔哩 线上举办2025-2026年国创动画作品发布会，对外宣布了40部国创动画作品。从2018年至今，B站历史累计上线国创作品超过3000部。近一年，B站用户观看国创内容时长近9.7亿小时，第三季度B站国创内容播放时长同比增长104%，而整体用户规模达到3.3亿。","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/roll/2025-11-15/doc-infxnwiu1773901.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":["BK1104","BK4531","BK4554","LU2097828714.EUR","BK1608","BK1588","SG9999001051.SGD","BK4513","SG9999001093.SGD","BK4505","09626","BK4563","BK1618","BK4526","BK4577","SG9999003461.SGD","BK4509","BK4085","BK4510","LU2097828805.USD","BK4566","BK1575","SG9999006597.SGD","BK4503","BK4504","LU2097828557.USD","LU2097828631.EUR","BK1095","BK4588","LU2097828474.EUR","BK4077","BK1587","BILI","BK4585","IE0034224299.USD","BK4548","BK1615","SG9999001069.SGD"],"gpt_icon":1},{"id":"2583658320","title":"下周宏观展望：停摆后首份非农降临，美联储“内战”升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2583658320","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583658320?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 19:58","pubTimestamp":1763207882,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据金十报道，随着美国政府历史性停摆结束带来的宽慰感逐渐消散，加之在大量经济数据即将席卷市场以及对美联储能否在 12 月顺利降息的担忧笼罩下，本周华尔街谨慎情绪占据上风。接下来，美国经济数据的陆续回归很可能增加市场波动性。以下是新的一周里市场将重点关注的要点（均为北京时间）：\n\n周二 02:00：2026 年 FOMC 票委、明尼阿波利斯联储主席卡什卡利主持一场炉边谈话；\n\n周四 03:00：美联储公布货币政策会议纪要、FOMC 永久票委、纽约联储主席威廉姆斯发表讲话；\n\n周五 02:40：2025 年 FOMC 票委、芝加哥联储主席古尔斯比发表讲话；\n\n周五 05:30：2026 年 FOMC 票委、费城联储主席保尔森就经济前景发表讲话；\n\n周五 20:30：FOMC 永久票委、纽约联储主席威廉姆斯发表讲话；\n\n周五 22:00：2026 年 FOMC 票委、达拉斯联储主席洛根参加“2025 年瑞士央行及其观察者”活动的一次小组会议。\n\n美国劳工统计局周五表示，将在下周四（11 月 20 日）公布备受关注的 9 月就业形势报告。该报告原定于 10 月 3 日发布。该机构同时表示，将于下周五（11 月 21 日）发布 9 月份经通胀调整后的实际收入数据。此外，英伟达准备于下周三发布财报。 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彭博新闻社","url":"https://stock-news.laohu8.com/highlight/detail?id=2583630629","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583630629?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 18:31","pubTimestamp":1763202704,"startTime":"0","endTime":"0","summary":"媒体-据说 Solaria 将聘请高盛寻求数据中心合作伙伴 - 彭博新闻社11月15日 - -- 来源链接： https://tinyurl.com/yhc6ws79 -- 注：路透未核实此报导，不保证其准确性(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","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:20251115:nL4T3WR058:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BSNM7G36.USD","LU1894683264.USD","LU1868836757.USD","LU2471134879.HKD","IE00B19Z3581.USD","IE0034235188.USD","IE00BFXG1179.USD","LU0096364046.USD","LU2237443622.USD","LU0251142724.SGD","LU1868837300.USD","LU2750360641.GBP","LU1868836914.USD","IE0004091025.USD","LU0106831901.USD","LU2237443382.USD","LU2237438978.USD","BK4533","LU2471134523.USD","LU1868836591.USD","BK4504","LU1894683348.USD","LU2237443465.HKD","BK4516","IE00B19Z3B42.SGD","LU0251131958.USD","LU0048573561.USD","LU1868837136.USD","LU2237443549.SGD","LU2237443978.SGD","LU0345770993.USD","LU2471134952.CNY","BK4127","LU2471134796.USD","LU1791807156.HKD","BK4552","LU2265009873.SGD","LU2750360997.AUD","LU0345770308.USD","LU1804176565.USD","LU0742534661.SGD","BK4550","IE0004086264.USD","BK4585","LU1668664300.SGD","IE0002270589.USD","BK4588","LU0061475181.USD","LU2237443895.HKD"],"gpt_icon":0},{"id":"2583306826","title":"大举加仓！高瓴旗下私募出手","url":"https://stock-news.laohu8.com/highlight/detail?id=2583306826","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583306826?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 18:20","pubTimestamp":1763202059,"startTime":"0","endTime":"0","summary":"【导读】高瓴旗下HHLRAdvisors三季度末美股持仓曝光北京时间11月15日，高瓴旗下专注二级市场投资的基金管理平台HHLRAdvisors公布了截至2025年三季度末的美股持仓报告。数据显示，三季度末HHLRAdvisors总共持有33只股票，持仓总市值达到41亿美元，比二季度增加了9.9亿美元，增幅为32%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511153565395886.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511153565395886.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":"stock_eastmoney","symbols":["BK4504","LU0797268264.HKD","LU1282648689.USD","HK0000320223.HKD","BIDU","LU0128525689.USD","BK4509","LU1046422090.SGD","BK4534","BK4575","LU1043141123.HKD","BK4612","LU1048588211.SGD","PDD","LU1121112475.USD","BK4579","BK4524","BK4535","LU1008478684.HKD","LU1769817179.HKD","BK4526","BK4554","LU0640798160.USD","IE00B0JY6N72.USD","BK4577","LU0359202008.SGD","LU0072913022.USD","LU0545562505.USD","LU0918141887.USD","LU1152091754.HKD","09999","LU1003077747.HKD","LU1046421795.USD","LU0348814723.USD","LU1105468828.SGD","BK4558","BK4531","BABA","ALBmain","LU1880383440.USD","BK4548","BK4551","LU0326950275.SGD","09988","NTES","IE0008368742.USD","LU1515016050.SGD","EVS.SI"],"gpt_icon":1},{"id":"2583303046","title":"京东在人工智能和机器人领域进行布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2583303046","media":"海兰财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583303046?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 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