行情報價與全球市場資訊 - 老虎證券

商務部就中美經貿磋商初步成果答記者問

商務部新聞辦公室 ·2026/05/16

商務部就中美經貿磋商初步成果答記者問

第三次了，野村警告：這一次「日債風暴」不一樣！

華爾街見聞·2026/05/16

第三次了，野村警告：這一次「日債風暴」不一樣！

萬字拆解AI瓶頸：磷化銦緊缺已是「災難」，下一個爆發點在「電網保衞戰」

華爾街見聞·2026/05/16

萬字拆解AI瓶頸：磷化銦緊缺已是「災難」，下一個爆發點在「電網保衞戰」

消息人士：美以或最早下周恢復對伊朗軍事行動

老虎資訊綜合·2026/05/16

消息人士：美以或最早下周恢復對伊朗軍事行動

AI「裁員風暴」已經逼近：美國近期1/4裁員是因為AI

華爾街見聞·2026/05/16

AI「裁員風暴」已經逼近：美國近期1/4裁員是因為AI

俄羅斯總統普京將對華進行國事訪問

老虎資訊綜合·2026/05/16

俄羅斯總統普京將對華進行國事訪問

高盛：當前市場最大威脅是「伊朗風險疊加利率風暴」，股市再漲也會波動加大

華爾街見聞·2026/05/16

高盛：當前市場最大威脅是「伊朗風險疊加利率風暴」，股市再漲也會波動加大

司法部門下場，美國調查貝萊德旗下私募信貸基金，其估值在1月突然暴跌19%

華爾街見聞·2026/05/16

司法部門下場，美國調查貝萊德旗下私募信貸基金，其估值在1月突然暴跌19%

微軟的「劇烈分歧」：知名科技基金80億美元清倉，知名對沖基金Ackman24億美元抄底

華爾街見聞·2026/05/16

微軟的「劇烈分歧」：知名科技基金80億美元清倉，知名對沖基金Ackman24億美元抄底

巴菲特多年對航空業「嗤之以鼻」，伯克希爾「新王」26億美元買入達美航空

華爾街見聞·2026/05/16

巴菲特多年對航空業「嗤之以鼻」，伯克希爾「新王」26億美元買入達美航空

報道：SpaceX股東批准1拆5的股票拆分

老虎資訊綜合·2026/05/16

報道：SpaceX股東批准1拆5的股票拆分

高瓴旗下HHLR一季度持倉：資金流向半導體產業鏈，拼多多、阿里巴巴仍是重倉

智通財經·2026/05/16

高瓴旗下HHLR一季度持倉：資金流向半導體產業鏈，拼多多、阿里巴巴仍是重倉

全球通脹加劇債市風暴，動搖AI牛市，「現在一切取決於石油」

華爾街見聞·2026/05/16

全球通脹加劇債市風暴，動搖AI牛市，「現在一切取決於石油」

AI信仰不動搖！索羅斯Q1加碼英偉達、台積電、建倉伯克希爾，近乎清倉太陽能公司Sunrun

智通財經·2026/05/16

AI信仰不動搖！索羅斯Q1加碼英偉達、台積電、建倉伯克希爾，近乎清倉太陽能公司Sunrun

橋水Q1新進台積電，增持半導體，清倉軟件

華爾街見聞·2026/05/16

橋水Q1新進台積電，增持半導體，清倉軟件

熱議股票

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","top":-1,"share":"https://ttm.financial/m/news/1169127377?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 20:16","pubTimestamp":1778933811,"startTime":"0","endTime":"0","summary":"5月16日，商務部新聞發言人就中美經貿磋商初步成果答記者問。5月13日，中美經貿團隊在韓國舉行經貿磋商，為兩國元首會晤作了經貿領域的準備。中美經貿磋商取得積極成果，説明雙方秉持相互尊重、平等互惠的精神，通過開展對話與合作，是能夠找到解決問題的辦法的。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/5b16437e41e32c2785f0e56b978ca1fe","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/5b16437e41e32c2785f0e56b978ca1fe"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"SWB","isHighRisk":false,"isVideo":false,"video":null},{"id":"2635405044","title":"第三次了，野村警告：這一次「日債風暴」不一樣！","url":"https://stock-news.laohu8.com/highlight/detail?id=2635405044","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2635405044?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 18:21","pubTimestamp":1778926885,"startTime":"0","endTime":"0","summary":"這次已不再是單純的「恐慌性拋售」。野村警告，海外因素正主導第三輪「債券義警」攻擊：聯儲局降息預期消退、美伊衝突推升油價、英國政治風險，共同衝擊日債市場。更危險的是，拋售核心已轉向10年期日債，反映市場開始重新定價日本中性利率與長期通脹。10年期BEI升至2.15%，市場質疑日本央行能否守住2%通脹目標，日元跌向158區間，股債匯「三殺」風險升温。","market":"sg","thumbnail":"https://community-static.tradeup.com/news/749cdf8953c5292344c548c9a9e85169","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/749cdf8953c5292344c548c9a9e85169"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["EWJ","BNDW","HEWJ","FLJP","DFJ","BBJP","EZJ","DXJ","JPXN","EWV","EWJV","YCS","TLT","BBLB","SGOV","TBJL","BWX","IGOV","BBSB","BWZ","BBIB","TLTX","TLTI","TSYW","FLGV","ISHG","TFJL"],"symbols_score_info":{"BBLB":0.6,"HEWJ":0.73,"SGOV":0.6,"TBJL":0.6,"BWX":0.6,"IGOV":0.6,"BBSB":0.6,"FLJP":0.73,"DFJ":0.73,"YCS":0.62,"BWZ":0.6,"BNDW":0.83,"BBIB":0.6,"TLTX":0.6,"EWJ":0.9,"TLTI":0.6,"BBJP":0.73,"TSYW":0.6,"EZJ":0.73,"FLGV":0.6,"ISHG":0.6,"TLT":0.62,"DXJ":0.73,"TFJL":0.6,"JPXN":0.73,"EWV":0.73,"EWJV":0.73},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":"EWJ"},{"id":"2635905773","title":"萬字拆解AI瓶頸：磷化銦緊缺已是「災難」，下一個爆發點在「電網保衞戰」","url":"https://stock-news.laohu8.com/highlight/detail?id=2635905773","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2635905773?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 18:13","pubTimestamp":1778926385,"startTime":"0","endTime":"0","summary":"AI軍備競賽的瓶頸，正從GPU與HBM向更隱蔽的基礎設施環節蔓延。匿名分析員@bubbleboi指出，磷化銦光學器件已進入「災難級」短缺，DRAM/HBM三大廠全面爆滿，而真正被低估的下一站，可能是AI數據中心背後的「電網保衞戰」——固態變壓器與功率半導體。","market":"other","thumbnail":"https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CHAT","AGIX","AIPO","ARTY"],"symbols_score_info":{"CHAT":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":"CHAT"},{"id":"1125021252","title":"消息人士：美以或最早下周恢復對伊朗軍事行動","url":"https://stock-news.laohu8.com/highlight/detail?id=1125021252","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1125021252?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 15:12","pubTimestamp":1778915570,"startTime":"0","endTime":"0","summary":"美國消息人士稱，五角大樓正在為恢復對伊朗的軍事行動做準備，美國和以色列最早可能在下周恢復對伊朗的軍事打擊。美方消息稱，目前談判陷入僵局，美國總統特朗普15日重申，伊朗就結束戰爭提出的方案「不可接受」，不過特朗普尚未就下一步行動做出決定。消息顯示，多位美國官員透露，如果美國決定對伊朗恢復軍事打擊，選項之一是對伊朗軍事和基礎設施目標進行更猛烈的轟炸；另一個選項是讓特種作戰部隊地面進入，以獲取伊朗的核材料。數百名特種作戰部隊人員已於3月抵達中東。但美國官員承認，這一選項伴隨着巨大風險。此外，自4月初停火以來，美國已為該地區的戰艦和戰機重新配備了彈藥。（央視）)","market":"us","thumbnail":"https://static.tigerbbs.com/f667d36a087f6144733e56bd1e3f0377","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f667d36a087f6144733e56bd1e3f0377"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CLmain"],"symbols_score_info":{"CLmain":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":"CLmain"},{"id":"2635805717","title":"AI「裁員風暴」已經逼近：美國近期1/4裁員是因為AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2635805717","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2635805717?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 15:08","pubTimestamp":1778915295,"startTime":"0","endTime":"0","summary":"瑞銀數據顯示，美國大企裁員中AI佔比升至26%，年內累計16%；同時42%的企業擬因AI縮減招聘。AI已從資本故事轉化為可量化的失業現實，促使勞動密集型行業面臨估值重定價。","market":"sh","thumbnail":"https://community-static.tradeup.com/news/627939633a574db005d4655ba3d7b545","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/627939633a574db005d4655ba3d7b545"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ARTY","AGIX","CHAT","AIPO"],"symbols_score_info":{"ARTY":1.5,"AGIX":1.5,"CHAT":1.5,"AIPO":1.5},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":"ARTY"},{"id":"1127051479","title":"俄羅斯總統普京將對華進行國事訪問","url":"https://stock-news.laohu8.com/highlight/detail?id=1127051479","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1127051479?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 15:01","pubTimestamp":1778914873,"startTime":"0","endTime":"0","summary":"5月16日，外交部發言人宣佈：應國家主席習近平邀請，俄羅斯總統普京將於5月19日至20日對中國進行國事訪問。","market":"us","thumbnail":"https://static.tigerbbs.com/45a69e79d7872162c7b744b4c0d176f9","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/45a69e79d7872162c7b744b4c0d176f9"],"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":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2635057832","title":"高盛：當前市場最大威脅是「伊朗風險疊加利率風暴」，股市再漲也會波動加大","url":"https://stock-news.laohu8.com/highlight/detail?id=2635057832","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2635057832?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 14:28","pubTimestamp":1778912920,"startTime":"0","endTime":"0","summary":"市場對伊朗尾部風險的定價明顯偏低，一旦樂觀預期遭受更大沖擊，重新定價的幅度將更為劇烈。","market":"nz","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".SPX","SSO","YSPY","SPDN","HIBL","IVV","SPXS","SMAX","SPYM","SPYQ","SPXU","VOO","DMAX","SPY","SPYH","MMAX","SPUU","UPRO","SPXL","SPYU","SH","SDS"],"symbols_score_info":{"SSO":0.6,"YSPY":0.6,"SPDN":0.6,"HIBL":0.6,"IVV":0.6,"SPXS":0.6,"SMAX":0.6,"SPYM":0.6,"SPYQ":0.6,"SPXU":0.6,".SPX":2,"VOO":0.6,"DMAX":0.6,"SPY":0.6,"SPYH":0.6,"MMAX":0.6,"SPUU":0.6,"UPRO":0.6,"SPXL":0.6,"SPYU":0.6,"SH":0.6,"SDS":0.6},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":".SPX"},{"id":"2635052516","title":"司法部門下場，美國調查貝萊德旗下私募信貸基金，其估值在1月突然暴跌19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635052516","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2635052516?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 13:39","pubTimestamp":1778909986,"startTime":"0","endTime":"0","summary":"美國司法部門對貝萊德私募信貸基金TCPC展開估值調查。 該基金因1月突發公告暴跌19%淨值、引來多起集體訴訟後，遭曼哈頓聯邦檢察官問詢。此案將規模達1.8萬億美元的私募信貸市場「估值主觀、不透明」的結構性隱患推至司法風口浪尖。","market":"sg","thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["BLK"],"symbols_score_info":{"BLK":1.5},"source_rank":0,"column":"","sentiment":"-1","news_tag":"policyRegulatory,analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":"BLK"},{"id":"2635054971","title":"微軟的「劇烈分歧」：知名科技基金80億美元清倉，知名對沖基金Ackman24億美元抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=2635054971","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2635054971?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 12:21","pubTimestamp":1778905304,"startTime":"0","endTime":"0","summary":"多空大佬對決，微軟AI前景引發百億資金豪賭。TCI創始人Hohn因擔憂AI顛覆Office和雲業務，幾乎清倉價值80億美元的微軟股票並反手加碼谷歌；而潘興廣場Ackman則以21倍市盈率逆向抄底24億美元，力挺M365與Azure擁有不可複製的壁壘。","market":"sh","thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MSFT","MSFW","MSFL","MSFX","MSFD","MSFO","MSFU","MSFY"],"symbols_score_info":{"MSFW":0.6,"MSFL":0.6,"MSFX":0.6,"MSFD":0.6,"MSFO":0.6,"MSFU":0.6,"MSFY":0.6,"MSFT":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null,"relatedSymbol":"MSFT"},{"id":"2635317054","title":"巴菲特多年對航空業「嗤之以鼻」，伯克希爾「新王」26億美元買入達美航空","url":"https://stock-news.laohu8.com/highlight/detail?id=2635317054","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2635317054?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 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