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Archegos爆倉風波概念

2,256.09

+20.990.94%

漲家數：7

跌家數：1

平家數：- -

市盈率：- -

高：2,279.31

開：2,236.86

低：2,236.86

收：2,235.10

成交量：1,595.10萬

成交額：15.79億

市值：4,583.03億

流通市值：4,402.47億

資料載入中...

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

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

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

高盛大幅上調光模塊市場預測：2028年規模或近1500億美元

國富人壽再獲股東注資：應對過往，還是備戰未來？

6 Astra引爆，存儲概念走高！科創芯片升逾3%，高盛稱嚴重低估

盤後，利好！工信部，重磅發布！高盛：大幅上調

百度文心快碼併入百度搭子

印度央行上周至少拋售80億美元，以支撐盧比匯率

國富人壽：擬增資5.4億元，增資方唯品會、廣投金控均為現有股東

高盛覆盤中國股票二季報：盈利增速創五年新高，增長從「硬科技」擴散到更多行業

智通财经网

Anthropic最快下周提交IPO文件摩根士丹利與高盛有望領銜承銷

环球市场播报

韓股指數預測：高盛堅持12000點目標，AI存儲周期能否推動KOSPI再創新高？

TradingKey中文

高盛首予中際旭創買入評級目標價3267港元

高盛上調IMAX目標價至50美元

大行評級丨高盛：三星電子基本面穩健，續列「確信買入」之內

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09:01","pubTimestamp":1788829297,"startTime":"0","endTime":"0","summary":"更新版 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07:52","pubTimestamp":1788825120,"startTime":"0","endTime":"0","summary":"｜2026年9月8日星期二｜ NO.1黄仁勋称“AGI已到来”，Astra训练使用超10万张英伟达GPU英伟达CEO黄仁勋9月7日在X平台发文称“AGI已到来”，并透露OpenAI最新模型Astra使用超过10万张英伟达Gr 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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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