美股详情

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桥水持仓

2,109.96

+37.241.80%

涨家数：88

跌家数：9

平家数：1

市盈率：- -

高：2,114.56

开：2,073.33

低：2,073.33

收：2,072.71

数据加载中...

代理投票顾问机构ISS敦促对贝莱德的高管薪酬投反对票

环球市场播报

2025 上海车展：流量退潮后，车企选择回归价值

21世纪经济报道

高盛(GS.US)董事长苏德巍：关税或对企业盈亏带来巨大的潜在影响

摩根士丹利策略师Wilson：美元疲软将支撑美股跑赢全球其他市场

环球市场播报

两年前最火的AI职位，已经凉了

摩根士丹利策略师Wilson：美元疲软将支撑美股跑赢全球其他市场。

风暴中的贝壳，当学胖东来

13万亿巨舰乘风破浪！中国平安(601318.SH/2318.HK)估值跃迁“三重奏”

花旗看好中国医疗健康板块 AI赋能驱动平安健康(01833)成首选股

智通财经网

为什么我要积极买入下跌中的Lululemon？

美股研究社

关税相当于加税！高盛：美国生产与就业将遭冲击，GDP增速或减少近2个百分点

华尔街见闻

股市的不确定性使许多美国人对旅游消费持谨慎态度

摩根士丹利基金市场洞察：后续市场机会或将转向具备产业逻辑强化的方向

高盛董事长兼首席执行官苏德巍：我们完成甚至超越几乎所有当初设定的业绩目标

联合利华、雀巢、星巴克⋯⋯多家消费品外企中国区“1号位”集中换人战略布局或迎重大调整？

每日经济新闻

为什么贝莱德全面布局并宣称代币化就是民主化？

高盛：美股医药股Q1业绩令人欣慰行业情绪略微趋于积极

RPT-BUZZ-预览：多米诺比萨第一季度每股收益和营业额均有增长

股市点燃“Zweig推力”！历史罕见信号亮起，多头能否笑到最后？

“仅退款”落幕：当平台不再拉偏架，谁最怕？

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18:51","pubTimestamp":1745837487,"startTime":"0","endTime":"0","summary":"寿险改革持续深化","market":"hk","thumbnail":"https://img3.gelonghui.com/8fe14-ac4a068a-81c2-4990-a902-9a2e5bf3fe68.jpg?guru_height=739&guru_width=1280","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/8fe14-ac4a068a-81c2-4990-a902-9a2e5bf3fe68.jpg?guru_height=739&guru_width=1280"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/2111609","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":"gelonghui_highlight","symbols":["LU1794554557.SGD","LU0348805143.USD","IE0034224299.USD","LU2213484517.USD","LU0047713382.USD","LU0049112450.USD","LU0197773160.USD","LU0384037296.USD","LU0648948544.HKD","LU0348735423.USD","LU1515016050.SGD","LU2226246903.HKD","LU2039709279.SGD","LU1328277881.USD","BK4504","LU0348783662.USD","LU0588545490.SGD","LU1064130708.USD","LU1046422090.SGD","03145","LU","82318","LU1642822792.SGD","LU1235295612.USD","02318","PNGAY","LU0650527681.SGD","HPAD.SI","LU0417516902.SGD","BK1521","LU0640798160.USD","LU1720050803.USD","LU1880383440.USD","BK1550","IE00BGHQDM52.EUR","LU0359201885.HKD","LU0211977185.USD","BK0032","LU2293587155.HKD","LU0871576103.HKD","LU0880133367.SGD","LU0823426308.USD","LU0463099449.HKD","IE00BVYPNQ40.USD","LU0320764599.SGD","601318","LU0449515922.USD","SG9999002828.SGD","LU0254981946.USD","LU0588545730.USD"],"gpt_icon":0},{"id":"2530471827","title":"花旗看好中国医疗健康板块 AI赋能驱动平安健康(01833)成首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2530471827","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530471827?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 18:32","pubTimestamp":1745836320,"startTime":"0","endTime":"0","summary":"花旗观察到近期中国医疗健康板块整体上涨，尤其是在创新药和生物科技公司方面表现突出。花旗认为，中国医疗健康行业受美国关税的影响相对较小，并且创新突破将推动龙头企业的长期增长。花旗还看到中国积极的结构性医保/定价改革，这将 1) 扩大商业保险的支付能力，以及 2) 降低未来创新药的定价压力。","market":"sh","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/hkstock/hkgg/2025-04-28/doc-ineutiyu1938325.shtml","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":"sina","symbols":["BK4534","LU0980610538.SGD","LU2462157665.USD","LU0162691827.USD","LU1201861249.SGD","LU1366192091.USD","LU1267930227.SGD","LU0648001328.SGD","IE00BSNM7G36.USD","BK4504","BK4207","BK1571","LU0128525689.USD","LU2417539215.USD","BK4588","159760","BK1142","LU0130102774.USD","LU2456880835.USD","LU2360032135.SGD","BK4585","BK4566","BK4559","01833","LU0170899867.USD","LU0130517989.USD","LU1162221912.USD","LU1791807156.HKD","LU2236285917.USD","BK1219","BK1247","LU0098860793.USD","LU2125154778.USD","LU0072461881.USD","LU0320765646.SGD","BK1515","LU0477156953.USD","LU2125154935.USD","LU0106831901.USD","BK1617","LU0310800965.SGD","BK1615","LU0052756011.USD","LU1668664300.SGD"],"gpt_icon":0},{"id":"2530231479","title":"为什么我要积极买入下跌中的Lululemon？","url":"https://stock-news.laohu8.com/highlight/detail?id=2530231479","media":"美股研究社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530231479?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 18:09","pubTimestamp":1745834940,"startTime":"0","endTime":"0","summary":"lululemon 公布了其 2024 财年第四季度财报，总收入同比增长 13% 至 36 亿美元，超出预期。同样值得注意的是，中国大陆地区收入占总收入的比重为12%，而上年同期为9%，这表明lululemon 的国际扩张战略取得了成功。最后，继续lululemon 的第三大增长支柱是顾客体验。第一的，lululemon管理层预计2025财年营收将在111.5亿美元至113亿美元之间，扣除2024年第53周，增长率为7%至8%。最后，Lululemon 第四季度库存同比增长 9%。","market":"sh","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/2025-04-28/doc-ineutiyv6585895.shtml","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":"sina","symbols":["BK4504","LU0823411888.USD","LULU","LU1496350502.SGD","BK4202","BK4585","BK4588"],"gpt_icon":0},{"id":"2530478587","title":"关税相当于加税！高盛：美国生产与就业将遭冲击，GDP增速或减少近2个百分点","url":"https://stock-news.laohu8.com/highlight/detail?id=2530478587","media":"华尔街见闻","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530478587?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 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18:00","pubTimestamp":1745834409,"startTime":"0","endTime":"0","summary":"股市的不确定性使许多美国人对旅游消费持谨慎态度旅行社报告股市波动导致咨询量减少经济学家预测关税将影响美国经济并刺激通胀美国人寻求可退税率，旅游保险销售额上升Doyinsola Oladipo. 业内专家表示，随着 401 退休账户的价值缩水，许多有预算意识的美国人似乎对可自由支配的支出，尤其是旅游支出犹豫不决。美国消费者情绪在4月份恶化 ，创下近三年来的新低。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8b409208b67028590cb21a1d24503439","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250428:nL4S3R60QZ:1","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":null,"symbols":["LUV","LU0052756011.USD","LU0306806265.USD","ULCC","IE00B1BXHZ80.USD","LU0310800965.SGD","LU0321505868.SGD","LU0787776722.HKD","LU1894683264.USD","BK4534","IE00BBT3K403.USD","LU0070302665.USD","LU0106831901.USD","LU1366192091.USD","LU1201861165.SGD","BK4008","LU1496350171.SGD","IE0002270589.USD","LU0130518102.USD","LU2129689514.USD","HLRD","LU1162221912.USD","BK4539","LU0208291251.USD","IE00BKVL7J92.USD","IE00BFXG1179.USD","LU1791807156.HKD","LU2129689431.USD","LU1883839398.USD","BAC","BK4559","IE00B19Z3B42.SGD","BK4504","LU1496350502.SGD","LU0868494617.USD","LU1668664300.SGD","BK4500","BK4588","LU0648001328.SGD","IE00B19Z3581.USD","DAL","ALGT","BK4585","LU0640476718.USD","LU0320765489.SGD","LU0234572021.USD","LU0256863902.USD","LU0314106906.USD","LU1074936037.SGD","LU1280957306.USD"],"gpt_icon":0},{"id":"2530475432","title":"摩根士丹利基金市场洞察：后续市场机会或将转向具备产业逻辑强化的方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2530475432","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530475432?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 18:00","pubTimestamp":1745834400,"startTime":"0","endTime":"0","summary":"上周A股市场保持上行态势，与前一周不同的是因关税政策出现缓和迹象，上周中证2000活跃度提升；前一周表现较好的上证指数及上证50相对落后。日成交额基本维持在1.1万元以上水平，趋于稳定。　　上周五政治局会议召开，提出创设新的结构性货币政策工具，设立新型政策性金融工具，支持科技创新、扩大消费、稳定外贸等；大力发展服务消费，增强消费对经济增长的拉动作用。","market":"fut","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/money/fund/jjh/2025-04-28/doc-ineutiyu1923065.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":["LU2028103732.USD","LU0106831901.USD","LU0795875169.SGD","BK4581","LU1989772923.USD","LU2023251221.USD","LU2089284900.SGD","LU1074936037.SGD","LU1548497426.USD","LU1363072403.SGD","LU1732800096.USD","BK4516","LU2089283258.USD","LU2133065610.SGD","IE00BZ1G4Q59.USD","LU0795875086.SGD","LU1720051108.HKD","LU0971096721.USD","LU2271345857.HKD","BK4127","LU0320765646.SGD","LU2357305700.SGD","LU0225283273.USD","LU0006306889.USD","BK4588","LU0158827948.USD","LU0158827781.USD","BK4504","LU0314104364.USD","BK4534","LU1989772840.SGD","LU0098860793.USD","LU1162221912.USD","LU1668664300.SGD","LU1732799900.SGD","LU2347655156.SGD","LU0912757837.SGD","LU2111349929.HKD","BK4585","IE00BKVL7J92.USD","LU1720051017.SGD","LU0106261372.USD","LU0267386448.USD"],"gpt_icon":0},{"id":"2530473490","title":"高盛董事长兼首席执行官苏德巍：我们完成甚至超越几乎所有当初设定的业绩目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2530473490","media":"时代财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530473490?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 17:53","pubTimestamp":1745834035,"startTime":"0","endTime":"0","summary":"本文来源：时代财经4月28日，高盛董事长兼首席执行官苏德巍 (David Solomon)在致股东函中表示 ：“自2020年投资者日以来，我们完成甚至超越几乎所有当初设定的业绩目标，我们对业务的投资以及长远的眼光，让我们得以实现跨市场周期的两位数回报。”据高盛2024年年报，2024年，其净收入同比增长16%达535亿美元；每股收益增长77%，达40.54美元；股本回报率（ROE）提高500多个基点，达12.7%；效率比提高11.5个百分点，达到63.1%；总股东回报率达到52%。（时代财经 金子莘）","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=nesSN2025042817542797484dd4&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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战略布局或迎重大调整？","url":"https://stock-news.laohu8.com/highlight/detail?id=2530442020","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530442020?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 17:53","pubTimestamp":1745833989,"startTime":"0","endTime":"0","summary":"今年以来，跨国食品饮料巨头雀巢集团在中国市场动作不断。而在近日，雀巢又宣布更换大中华区“1号位”。据记者通过公开信息不完全统计，近一年内，从咖啡巨头星巴克，到乳业名企菲仕兰，再到食品饮料大鳄雀巢，多家外资消费品企业纷纷官宣关于中国区“一把手”的人事变动。在大中华区独立后，张西强也加入了雀巢集团执行董事会，成为董事会15名成员中首位中国籍高管。","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=nesSN2025042817542497484dd1&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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表示：“代币化就是民主化”。“代币化就是民主化”这一说法，本质上是贝莱德吸引散户投资者的重要战略。","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://www.theblockbeats.info/news/57968","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":"theblockbeats_zh_highlight","symbols":["LU0130102774.USD","LU0208291251.USD","LU0772969993.USD","LU2505996509.AUD","IE00BDGV0183.EUR","BLK","BK4581","LU2430703251.USD","BK4135","LU1481011911.USD","IE00B3PB1722.GBP","LU0070302665.USD","IE00BGHQF631.EUR","LU2430703178.SGD","LU0320765489.SGD","LU1509826696.USD","BK4535","LU1291159041.SGD","LU1989771016.USD","IE00B64PRP62.GBP","LU1670628061.USD","LU0648001328.SGD","IE00BVYPNW00.USD","LU1670627923.USD","LU1064131342.USD","LU1988902786.USD","IE00BVYPNV92.GBP","LU2505996681.GBP","IE00B3QW5Z07.USD","LU0731783394.SGD","BK4504","LU1599440770.SGD","BK4585","LU1074936037.SGD","LU1201861249.SGD","LU0731783048.USD","IE00B42XCP33.USD","LU2430703095.HKD","LU0742537680.HKD","LU0980610538.SGD","BK4534","IE00BGHQF748.EUR","LU2264538146.SGD","BK4533","LU1481011671.HKD","LU0640476718.USD","BK4567","BK4588","LU1280957306.USD","LU2592432038.USD"],"gpt_icon":0},{"id":"2530421913","title":"高盛：美股医药股Q1业绩令人欣慰 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17:09","pubTimestamp":1745831395,"startTime":"0","endTime":"0","summary":"高盛补充称，进一步来看，基于各公司管理层在财报电话会上对于行业关键不确定性的阐述，相较于几周前，目前整体情绪已略微趋于积极——尽管考虑到关税结果仍未明朗，该行会对过度乐观持谨慎态度。高盛表示，这一点是其与投资者将继续密切关注的问题。综合来看，高盛认为这是生物科技行业并购环境积极信号的一部分。","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":"http://www.zhitongcaijing.com/content/detail/1286394.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":"stock_zhitongcaijing","symbols":["IE00B19Z3B42.SGD","LU0096364046.USD","IE0004091025.USD","LU1868836757.USD","IE00BSNM7G36.USD","BK1161","BK1515","09939","LU1668664300.SGD","BK4504","LU0251142724.SGD","BK4588","LU2237443549.SGD","BK1574","BK4516","BK4552","LU1868837300.USD","LU2471134879.HKD","LU2750360997.AUD","LU2237443895.HKD","LU2471134796.USD","BK4550","LU2750360641.GBP","LU2237443465.HKD","LU1868836591.USD","LU0251131958.USD","LU2237443622.USD","LU0106831901.USD","LU0742534661.SGD","LU2471134952.CNY","IE0004086264.USD","BK4585","159938","LU2237443382.USD","LU0061475181.USD","LU1791807156.HKD","IE00BFXG1179.USD","LU2237438978.USD","LU2471134523.USD","LU0048573561.USD","IE0002270589.USD","LU2237443978.SGD","BK4127","IE0034235188.USD","LU1868836914.USD","LU1868837136.USD","BK4533","IE00B19Z3581.USD"],"gpt_icon":0},{"id":"2530233426","title":"RPT-BUZZ-预览：多米诺比萨第一季度每股收益和营业额均有增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2530233426","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530233426?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 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周二巴克莱、富国银行和古根海姆上调了DPZ的目标价，但周一博发和花旗下调了目标价。","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:20250428:nL4T3R60NS:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0130102774.USD","BK4559","LU0106831901.USD","BK4585","LU2417539215.USD","LU2236285917.USD","LU0047473722.EUR","LU0310800965.SGD","LU0048578792.EUR","LU1078025761.USD","LU1023061713.HKD","LU1064927863.SGD","LU0964806797.USD","LU0345777147.USD","LU2125154778.USD","BK4524","LU0130517989.USD","LU2456880835.USD","BK4209","BK4566","BK5152","BK4588","BK4532","DPZ","LU0345777659.USD","BK4207","LU0128525689.USD","LU2462157665.USD","BK4504","BARC.UK","LU0997586606.USD","LU1668664300.SGD","LU0980610538.SGD","LU0047473722.SGD","LU2125154935.USD","LU0098860793.USD","LU0648001328.SGD","LU1023061473.USD","LU0052756011.USD","LU0161305163.EUR","BK4534","LU1791807156.HKD","IE00BSNM7G36.USD","LU0162691827.USD","LU0477156953.USD","LU1201861249.SGD","LU0550127509.SGD","LU0320765646.SGD","LU0072461881.USD","LU1035777561.USD"],"gpt_icon":0},{"id":"2530256564","title":"股市点燃“Zweig推力”！历史罕见信号亮起，多头能否笑到最后？","url":"https://stock-news.laohu8.com/highlight/detail?id=2530256564","media":"金十数据","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530256564?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 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