美股詳情

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橋水持倉

2,498.09

+5.100.20%

漲家數：61

跌家數：35

平家數：1

市盈率：- -

高：2,512.05

開：2,493.11

低：2,488.54

收：2,492.99

成交量：6.94億

成交額：1,137.88億

市值：16.03萬億

流通市值：15.23萬億

資料載入中...

總覽新聞資訊

小米18 Fold開啓預售

因中東航運問題高盛上調年底和明年油價預期

环球市场播报

國際油市：油價上漲，美伊衝突長期化風險加劇供應面擔憂

台股漲0.26%

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

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

國內期貨早盤開盤升跌不一

高盛因中東航運擾動上調油價預期

宜賓銀行(02596)轉倉市值總計1.49億港元佔比8.18% 從花旗銀行轉出5626.6萬股

蘇新服務(02152)轉倉市值總計1284.68萬港元佔比10.30% 從花旗銀行轉出268.20萬股

高盛：將2026年12月布倫特/WTI油價預測分別上調5美元，至每桶85美元/80美元；2027年油價預測分別上調至每桶

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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營收淨利雙降，lululemon中國銷售被營銷「拖下水」

小米汽車：小米澎程4分鐘鎖單突破10000台。

高盛上調光模塊預測，2028 年規模或近 1500 億美元

青春華章丨燃！這就是今天的中國青年

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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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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