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特朗普概念

3,257.28

+8.030.25%

漲家數：22

跌家數：8

平家數：1

市盈率：- -

高：3,288.46

開：3,249.56

低：3,249.56

收：3,249.25

成交量：3.78億

成交額：438.00億

市值：6.17萬億

流通市值：5.44萬億

資料載入中...

《金融時報》：OpenAI、Anthropic銀行家尋求IPO後投資級評級

《金融時報》：OpenAI、Anthropic銀行家尋求IPO後投資級評級

商務部新增84個全國重點外資項目

還能漲80%？高盛猛call存儲雙雄

馬斯克母親評Cybercab

高盛對特斯拉發出「中性」信號：Cybercab成本優勢顯著，但軟件規模化才是估值關鍵

智通财经网

特斯拉又降價？新能源車降價潮裏買車，這些坑和渠道先收好

自建鋰精煉廠、自研4680電池！特斯拉純「美國血」Cybertruck下線

ETF異動 | 韓國ETF今日繼續走高三星、SK海力士內存庫存告急高盛堅守韓股12000點目標

智通财经网

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

特斯拉Model 3釀致命車禍：82歲老人身亡，FSD背鍋？

凤凰网科技

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%

高盛表示：若2027年海灣地區平均原油日產量仍較戰前水平低400萬桶，則布倫特原油價格可能突破每桶120美元。

美國家運輸安全委員會：衝出跑道的波音貨機黑匣子已找到

美監管機構調查特斯拉「賽博出租車」安全認證

经济参考报

美國國家運輸安全委員會（NTSB）將就邁阿密發生的亞馬遜Prime Air貨機致命空難發布最新進展

高盛上調光模塊預測，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

Strategy 年內融資 209 億美元躋身美股發行商第四，持有 BTC 達 84.5 萬枚

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Securities最新研报警告，三星电子、SK海力士的内存库存在本季度已不足10天，这意味着两大存储半导体龙头难以为突发性需求挤出更多供应。","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":"http://www.zhitongcaijing.com/content/detail/1493143.html","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":"highlight_zhitongcaijin","symbols":["LU1868837136.USD","LU0048573561.USD","BK4127","BK4516","RAM","GSX","MKOR","HYNX","LU2237443382.USD","LU2471134952.CNY","LU2237443622.USD","LU0345770993.USD","LU2237443895.HKD","SK","SKHQ","LU0061475181.USD","SKHU","LU1894683348.USD","LU2471134879.HKD","LU0823413587.USD","SKHY","SPEM","EDZ","SKHL","LU1804176565.USD","SKUU","LU2750360997.AUD","LU1791807156.HKD","07709","SKHX","FDN","IE00B19Z3581.USD","LU0942090050.USD","EMXC","KORU","DRAM","RAMZ","SKHYV","DRAL","VXUS","SKHZ","FLKR","SKHN","EWY","BK4552","SKHA","EEMO","BK4550","LU0106831901.USD","SKDD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665345149","title":"因中東航運問題 高盛上調年底和明年油價預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2665345149","media":"环球市场播报","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665345149?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 09:09","pubTimestamp":1788829740,"startTime":"0","endTime":"0","summary":"根据高盛9月7日的报告，基于中东航运中断情况将持续至明年的新假设，该机构将2026年12月和2027年的油价预测上调5美元/桶。Daan Struyven等分析师表示，目前预计2026年12月布伦特原油价格达每桶85美元，2027年均价为每桶80美元；WTI原油2026年12月料在每桶80美元，2027年为每桶75美元。价格上调幅度不大，因为自战争爆发以来，OECD商业陆上库存没怎么减少，反映出供应缺口小于预期。分析师预计，就算航运中断持续，中东供应也将调整，所谓的“暗流”将会增加，并且一些输油管道将于2027年底投入使用。风险仍然明显偏向上行，尤其是在短期内。","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/stock/usstock/c/2026-09-08/doc-inirapza5960305.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00BSNM7G36.USD","DRIP","PXE","DBO","OILT","DUG","VDE","LU2471134952.CNY","BWET","USL","LU2265009873.SGD","BDRY","UAE","BK4504","OILK","FTXN","DIG","DRLL","ERX","DBE","BK4516","USOI","IE00B19Z3B42.SGD","BOAT","VOOV","OIH","GUSH","LU1868837136.USD","IXC","LU1894683348.USD","OILU","TPOR","USE","WTIU","GSX","DBC","IEO","LU2471134879.HKD","XES","PEJ","WEEI","LU1868837300.USD","SDOG","XLEX","UGA","SPXT","BK4552","BNO","LU0251142724.SGD","PXJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665345940","title":"國際油市：油價上漲，美伊衝突長期化風險加劇供應面擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=2665345940","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665345940?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 09:03","pubTimestamp":1788829396,"startTime":"0","endTime":"0","summary":"国际油市：油价上涨，美伊冲突长期化风险加剧供应面担忧路透9月8日-油价周二延续涨势，伊朗威胁将对美国任何针对伊朗的新攻击采取报复行动，这使得中东冲突长期化的风险升高，加剧市场对供应中断的担忧。截至00:00 GMT，布兰特原油期货LCOc1上涨34美分，涨幅0.35%，报每桶97.34美元。美国西德克萨斯中质原油CLc1报每桶92.63美元，上涨1.15美元，涨幅1.26%。","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:20260908:nL6S45001D:2","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":["LU0251131958.USD","LU2471134523.USD","IE00B19Z3B42.SGD","LU0345770993.USD","IE0004091025.USD","LU2750360997.AUD","LU0061475181.USD","LU0106831901.USD","LU1868837300.USD","LU1868836757.USD","LU2471134952.CNY","BK4550","IE0004086264.USD","LU0868494708.USD","LU2237438978.USD","LU0096364046.USD","LU0210536198.USD","LU2471134879.HKD","LU0742534661.SGD","LU0868494617.USD","LU1894683264.USD","BK4516","LU1668664300.SGD","BK4552","LU2237443978.SGD","LU2237443622.USD","LU0345770308.USD","IE0002270589.USD","LU1868836591.USD","LU0048573561.USD","LU1791807156.HKD","BK4504","IE00B19Z3581.USD","GSX","LU0251142724.SGD","IE00BSNM7G36.USD","LU2237443465.HKD","LU1868837136.USD","BK4127","LU2237443895.HKD","LU1894683348.USD","LU2750360641.GBP","LU2237443382.USD","IE00BFXG1179.USD","LU1144417596.USD","IE0034235188.USD","LU1804176565.USD","LU2237443549.SGD","LU2471134796.USD","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665434592","title":"特斯拉Model 3釀致命車禍：82歲老人身亡，FSD背鍋？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665434592","media":"凤凰网科技","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665434592?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 08:42","pubTimestamp":1788828178,"startTime":"0","endTime":"0","summary":"特斯拉FSD测试系统凤凰网科技讯 北京时间9月8日，据汽车网站Electrek报道，一辆特斯拉Model 3在美国新泽西州布埃纳维斯塔镇闯过一个停车标志，与一辆正在左转驶过路口的本田思域相撞。思域驾驶员菲尔德因伤势过重不幸身亡。特斯拉驾驶员及三名乘客受伤，被送往医院接受治疗，属于中度伤势。特斯拉提交了这起事故的报告。但事故路口的特征指向了FSD。","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://tech.ifeng.com/c/8wFI0XJO5Gd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4527","LU2896262040.SGD","BK4548","LU1861559042.SGD","LU0210536198.USD","BK4099","LU0077335932.USD","LU2168564222.USD","LU1548497426.USD","LU2471134796.USD","TSYY","IE00B1BXHZ80.USD","LU0345769631.USD","BK4516","IE00BJLML261.HKD","HK0000914686.HKD","BK4550","LU0820561909.HKD","LU0964807845.USD","LU0348723411.USD","CRSH","LU0234570918.USD","TSLS","LU2290526834.HKD","TSLI","ELOL","IE00BWXC8680.SGD","BK4574","LU0198837287.USD","LU0943347566.SGD","TLA","LU2168564149.EUR","LU2403377893.USD","LU0320765059.SGD","IE00B19Z9505.USD","LU1551013342.USD","LU1839511570.USD","BK4585","TESL","LU2108987350.USD","LU1720051017.SGD","LU2326559502.SGD","LU2456880835.USD","LU0823411888.USD","TSII","LU1861220033.SGD","LU2168564495.EUR","WATS","LU1861215975.USD","IDRV","LU1778281490.HKD","LU0672654240.SGD","LU1232071149.USD","LU0109391861.USD","LU2023250330.USD","TSLY","LU1852331112.SGD","LU2756315664.SGD","LU2420271590.USD","07366","SG9999015986.USD","LU0234572021.USD","LU0345770993.USD","TSLL","LU2471134952.CNY","BK4598","BK4612","LU1366192091.USD","LIT","SG9999015978.USD","TESC","IE00B19Z8W00.USD","TSDD","TSLA","IE00B1XK9C88.USD","BK4533","LU1066053197.SGD","LU2417539215.USD","07766","LU2087621335.USD","LU0053666078.USD","LU1914381329.SGD","LU2602419157.SGD","LU2471134879.HKD","IE00BSNM7G36.USD","LU1551013425.SGD","LU1267930730.SGD","BK4592","BK4543","TSLQ","WANT","LU0689472784.USD","LU2168563687.JPY","LU2756315318.SGD","TSLW","LU1066051498.USD","LU1629891620.HKD","LU0708995401.HKD","SMOG","LU1066051811.HKD","LU1674673691.USD","BK4588","BK4551","LU0823414478.USD","LU2360106780.USD","LU2249611893.SGD","TSL","TSLG","TSLT","09366","LU0056508442.USD","LU0097036916.USD","LU0323591593.USD","LU2236285917.USD","LU2360107168.USD","LU0316494557.USD","TSLP","BK4534","TSLR","SG9999015945.SGD","LU0345769128.USD","LU2750360641.GBP","LU0133085943.USD","LU0466842654.USD","LU1674673428.USD","BK4555","IE00BK4W5L77.USD","LU0820562030.AUD","LU2462157665.USD","LU2750360997.AUD","BK4581","LU1145028129.USD","LU0719512351.SGD","LU2471134523.USD","LU2168564065.EUR","TSLZ","IE00B19Z8X17.USD","LU0082616367.USD","LU1066051225.USD","LU2213496289.HKD","LU0820561818.USD","IE0034235303.USD","FDRV","LU2250418816.HKD","BK4604","BK4511","LU2063271972.USD","TEST","LU0345770308.USD","TSLO","LU1720051108.HKD","IE00BK4W5M84.HKD","09766","SG9999015952.SGD","STSLAmain","LU2357305700.SGD","LU1861558580.USD","HK0000914660.USD","LU1429558221.USD","LU1435385759.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2665343836","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665343836","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665343836?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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Air貨機致命空難發布最新進展","url":"https://stock-news.laohu8.com/highlight/detail?id=2665108873","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665108873?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 00:52","pubTimestamp":1788799976,"startTime":"0","endTime":"0","summary":"美国国家运输安全委员会将就迈阿密发生的亚马逊Prime Air货机致命空难发布最新进展9月7日-美国国家运输安全委员会周一将在东部夏令时下午4点举行媒体简报会，就周日在迈阿密国际机场发生的亚马逊Prime Air货机致命空难发布最新进展。美国国家运输安全委员会周日下午在X平台发布的一条帖子中表示，已“派出快速反应小组”调查这起事故。不过，此次事件对飞往迈阿密的旅客仍产生了持续影响。","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:nL4S44Z0UP: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":["BK4551","MISL","LU0072461881.USD","BK4564","BK4588","IDEF","LU0162691827.USD","LU2326559502.SGD","LU1429558221.USD","NATO","FOWF","ITA","LU1435385759.SGD","BA","BK4187","BK4585","BK4516","PPA","IE000M9KFDE8.USD","BOEG","BOED","BOEU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665331248","title":"高盛上調光模塊預測，2028 年規模或近 1500 億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665331248","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665331248?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 22:12","pubTimestamp":1788790320,"startTime":"0","endTime":"0","summary":" 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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21:21","pubTimestamp":1788787276,"startTime":"0","endTime":"0","summary":"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。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n            责任编辑：山上","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/09/07212158375192.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":"jinrongjie_highlight","symbols":["LU2750360641.GBP","LU0106831901.USD","LU0210536198.USD","LU2471134952.CNY","LU0251142724.SGD","LU1894683264.USD","LU0251131958.USD","IE0034235188.USD","LU1668664300.SGD","BK4533","IE0004091025.USD","LU0742534661.SGD","LU0345770308.USD","BK4516","LU1868836591.USD","LU2237443622.USD","LUMA","IE00B19Z3B42.SGD","LU2750360997.AUD","LU1868836757.USD","LU0868494708.USD","LU1804176565.USD","LU2237438978.USD","LU2237443549.SGD","IE00BSNM7G36.USD","LU2237443978.SGD","BK4552","AAOZ","BK4585","GSX","LU0345770993.USD","LYTE","LU1868837136.USD","LU2265009873.SGD","BK4550","LU2471134796.USD","LU1894683348.USD","IE00B19Z3581.USD","LU0942090050.USD","LU2237443382.USD","LU0868494617.USD","LU2896262040.SGD","IE00BFXG1179.USD","LU1868837300.USD","AAOX","LU1144417596.USD","BK4127","BK4504","LU0061475181.USD","AAOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665110403","title":"Strategy 年內融資 209 億美元躋身美股發行商第四，持有 BTC 達 84.5 萬枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2665110403","media":"链捕手","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665110403?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 20:37","pubTimestamp":1788784622,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Strategy 最新 8-K 文件，Strategy 今年通过发行普通股及优先股累计融资约 209 亿美元，在美国股票发行规模排名中位列第四，仅次于 SpaceX、Alphabet 和英特尔。\n\nStrategy 近期通过出售 MSTR 普通股获得 6.028 亿美元净收益，其中 3.697 亿美元用于购买 4603 枚 BTC，平均买入价约 8.0318 万美元。截至 8 月 30 日，公司持有 BTC 总量增至 845,050 枚，累计购买成本约 637.3 亿美元，平均成本约 75,412 美元。\n\n此外，MSCI 针对数字资产财务储备公司的咨询将于 9 月 30 日结束，市场正关注其后续是否调整相关指数纳入标准。 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