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Archegos爆仓风波概念

2,140.30

+1.080.05%

涨家数：4

跌家数：3

平家数：1

市盈率：- -

高：2,148.15

开：2,142.27

低：2,134.29

收：2,139.22

成交量：1,395.88万

成交额：12.28亿

市值：4,553.94亿

流通市值：4,197.20亿

数据加载中...

总览新闻资讯

伐谋扩张“开道”，百度AI应用双线作战

华夏时报网

大行评级丨高盛：上调Agios Pharmaceuticals目标价至28美元，维持“中性”评级

ChatGPT和传统搜索引擎，在一条钢丝上越走越近

铜价飙涨！供需共振开启长牛行情？

“AI裁员潮”即将到来！华尔街大行掌门人坦承，岗位削减不可避免

高盛展望2026年美股科技股十大关键议题

高盛就外部律师事务所数据泄露向部分另类基金客户发出警告

环球市场播报

高盛——ASML控股：荷兰路演核心要点——欧洲科技硬件领域：解析欧洲AI赋能者的作用并更新其长期上行潜力展望（附下载）

外资精华观点

《路透早报》--12月26日

对于2026年，这是高盛顶级科技交易员最关心的10个问题

华尔街见闻

高盛私人信贷公司艰难处置不良投资

环球市场播报

百度伐谋申请企业超2000家，探索高效科研方向落地

优爱腾芒是时候想想自己的“AI靠山”了

Tom Lee：AI与区块链利好金融服务业，摩根大通和高盛或成下一个美股七巨头

媒体-高盛就外部律师事务所数据泄露事件向基金客户发出警告 - 彭博新闻社

高盛看多中国股市：盈利驱动接棒，至2027年潜在涨幅38%

21世纪经济报道

获高盛入股，背负近18亿商誉，瑞派宠物闯关港股

2026牛市继续？外资频繁“唱多”，呼吁“把握中国机遇”

华尔街巨头激辩2026：高盛押注上半年“高歌猛进”，花旗预警就业市场“暗雷”

港股异动 | 中广核矿业(01164)再涨近4% 高盛预计铀供应缺口将扩大至32% 铀价仍有20%上涨空间

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17:20","pubTimestamp":1766740801,"startTime":"0","endTime":"0","summary":"事故频发冲击铜价格2025年全球多个主要铜矿发生事故，导致矿山供应增长受限，这是支撑铜价走势的核心逻辑之一。其中，印尼Grasberg铜矿的泥石流事故影响最为深远。除了事故影响，全球铜矿供应还面临存量矿山品位下滑、开采成本上升等长期挑战。自有铜矿企业占据优势高盛表示，在供应刚性短缺和需求持续增长的双重驱动下，铜价长期上涨趋势明确，预计未来5年铜价将维持高位运行。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202512/26/20251226253724.jpg","type":0,"news_type":0,"thumbnails":[" 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LLP的通知，该律所作为高盛多只另类基金的外部法律顾问，发生了“网络安全事件”。高盛称，正与该律所沟通，“以更好地了解我们的数据或客户数据是否可能被泄露”。　　“高盛的系统未受此次事件影响，目前仍然安全。”","market":"us","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://finance.sina.com.cn/stock/usstock/c/2025-12-26/doc-inheaqmw1283253.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LU1668664300.SGD","LU2265009873.SGD","LU2471134879.HKD","LU2471134523.USD","LU1868836914.USD","LU2750360997.AUD","IE0004086264.USD","LU0048573561.USD","IE0004091025.USD","BK4516","BK4533","LU2471134952.CNY","IE00BFXG1179.USD","BK4588","LU0096364046.USD","LU2237443895.HKD","LU2237438978.USD","LU2471134796.USD","LU0345770993.USD","IE00B19Z3B42.SGD","BK4127","LU0742534661.SGD","BK4550","IE0034235188.USD","GS","LU2237443465.HKD","LU2237443622.USD","BK4585","LU1791807156.HKD","BK4504","LU2237443549.SGD","LU1868836591.USD","LU1894683348.USD","IE00BSNM7G36.USD","LU0106831901.USD","BK4552","LU1868837300.USD","LU1894683264.USD","LU2237443382.USD","LU1868837136.USD","LU2750360641.GBP","LU0251142724.SGD","LU0251131958.USD","LU2237443978.SGD","IE0002270589.USD","LU0061475181.USD","LU1804176565.USD","LU0345770308.USD","LU1868836757.USD","IE00B19Z3581.USD"],"gpt_icon":0},{"id":"2594218836","title":"高盛——ASML控股：荷兰路演核心要点——欧洲科技硬件领域：解析欧洲AI赋能者的作用并更新其长期上行潜力展望（附下载）","url":"https://stock-news.laohu8.com/highlight/detail?id=2594218836","media":"外资精华观点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2594218836?lang=zh_cn&edition=fundamental","pubTime":"2025-12-26 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22:09","pubTimestamp":1766671792,"startTime":"0","endTime":"0","summary":"高盛交易员Callahan指出，2026年科技股焦点将从硬件炒作转向AI投资回报与市场广度。尽管“Mag7”贡献仍大，但增速放缓、分化加剧。其列出十大关键问题，涵盖AI支出可持续性、软件估值修复、苹果定位、LLM格局及周期拐点等。","market":"sg","thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3762092","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3762092","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443549.SGD","LU2750360997.AUD","BK4550","LU0345770308.USD","GS","LU0251131958.USD","LU2750360641.GBP","LU2265009873.SGD","LU1791807156.HKD","IE00B19Z3B42.SGD","IE0004086264.USD","LU1804176565.USD","LU1868837300.USD","LU2237438978.USD","IE0004091025.USD","LU1894683348.USD","LU2237443978.SGD","LU2471134879.HKD","LU1868837136.USD","BK4516","LU1894683264.USD","LU2471134796.USD","LU2237443895.HKD","IE00BSNM7G36.USD","LU0048573561.USD","BK4127","BK4533","LU1868836591.USD","BK4504","LU0345770993.USD","LU0096364046.USD","LU2237443465.HKD","LU2237443622.USD","BK4588","IE00BFXG1179.USD","LU2471134952.CNY","LU0251142724.SGD","IE0002270589.USD","IE00B19Z3581.USD","LU0106831901.USD","LU2237443382.USD","IE0034235188.USD","LU1668664300.SGD","LU0061475181.USD","BK4552","LU1868836914.USD","LU0742534661.SGD","LU2471134523.USD","BK4585","LU1868836757.USD"],"gpt_icon":1},{"id":"2594234925","title":"高盛私人信贷公司艰难处置不良投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2594234925","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2594234925?lang=zh_cn&edition=fundamental","pubTime":"2025-12-25 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- 彭博新闻社","url":"https://stock-news.laohu8.com/highlight/detail?id=2594401185","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2594401185?lang=zh_cn&edition=fundamental","pubTime":"2025-12-25 03:43","pubTimestamp":1766605408,"startTime":"0","endTime":"0","summary":"媒体-高盛就外部律师事务所数据泄露事件向基金客户发出警告 - 彭博新闻社12月24日 - -- 来源链接： https://tinyurl.com/mryd6hdp -- 注：路透未核实此报导，不保证其准确性(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","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:20251224:nL4T3XU0T0:1","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":["LU0096364046.USD","BK4585","LU1868836757.USD","LU2265009873.SGD","BK4533","IE00BSNM7G36.USD","LU0251142724.SGD","IE00B19Z3581.USD","LU1791807156.HKD","BK4588","LU2471134523.USD","LU2750360641.GBP","LU0061475181.USD","IE0034235188.USD","LU0742534661.SGD","IE0002270589.USD","BK4504","IE0004091025.USD","BK4550","LU1868837300.USD","LU1868837136.USD","LU2237443382.USD","LU0251131958.USD","IE0004086264.USD","IE00BFXG1179.USD","BK4127","LU2237443465.HKD","LU2237443895.HKD","LU2750360997.AUD","LU2237443549.SGD","LU2237438978.USD","LU2237443978.SGD","LU0106831901.USD","LU1894683348.USD","LU0345770993.USD","LU0048573561.USD","LU2237443622.USD","BK4516","LU0345770308.USD","IE00B19Z3B42.SGD","LU1894683264.USD","BK4552","LU1868836914.USD","LU1804176565.USD","LU2471134879.HKD","LU1868836591.USD","LU2471134952.CNY","GS","LU2471134796.USD","LU1668664300.SGD"],"gpt_icon":0},{"id":"2593715014","title":"高盛看多中国股市：盈利驱动接棒，至2027年潜在涨幅38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2593715014","media":"21世纪经济报道","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593715014?lang=zh_cn&edition=fundamental","pubTime":"2025-12-24 19:30","pubTimestamp":1766575800,"startTime":"0","endTime":"0","summary":"高盛数据显示，A股和H股年内分别实现约16%和29%的回报，自2022年底各自周期低点以来，累计反弹幅度已扩大至30%和75%。　　高盛在最新报告中预测，到2027年底中国股市仍有38%的上涨空间。据高盛数据，今年以来南向资金持续流入，年化规模已达1800亿美元，远超2024年的1040亿美元，创下历史纪录。全球对冲基金已逐步提高对中国市场的风险敞口，其净敞口从年初的6.8%上升至11月底的7.8%。　　高盛表示，中国市场具备可投资性。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-12-24/doc-inhcxctf9740259.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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18:38","pubTimestamp":1766572699,"startTime":"0","endTime":"0","summary":"近日，中国第二大宠物医疗服务提供商瑞派宠物医院管理股份有限公司正式向港交所递交招股书，拟冲刺“中国宠物医疗第一股”。院士创办的宠物医院，获高盛、玛氏入股瑞派宠物的底气，离不开其创始人、董事会主席李守军的深厚积淀与行业远见。在李守军的带领下，瑞派宠物迅速崛起为宠物医疗领域的实力玩家。凭借扎实的综合实力，瑞派宠物已成长为一家独角兽企业。","market":"us","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://www.lanjinger.com/d/1766477501697005919","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0742534661.SGD","LU1668664300.SGD","LU2237443622.USD","LU1868836591.USD","LU2471134879.HKD","LU1868836757.USD","LU0096364046.USD","LU1804176565.USD","LU2237443549.SGD","LU2750360997.AUD","LU0345770308.USD","BK4127","BK4585","LU1894683264.USD","LU2237443465.HKD","IE00BFXG1179.USD","BK4504","IE00B19Z3B42.SGD","LU0106831901.USD","LU2471134952.CNY","IE0034235188.USD","LU2265009873.SGD","LU2471134523.USD","LU0251142724.SGD","BK4588","LU0061475181.USD","BK4516","LU2237443895.HKD","LU2471134796.USD","LU0345770993.USD","BK4552","LU2750360641.GBP","LU2237443978.SGD","IE0004086264.USD","IE00BSNM7G36.USD","LU2237443382.USD","IE0004091025.USD","IE0002270589.USD","LU1868837300.USD","LU1894683348.USD","LU1791807156.HKD","LU0048573561.USD","IE00B19Z3581.USD","LU0251131958.USD","BK4533","LU1868836914.USD","LU2237438978.USD","BK4550","LU1868837136.USD"],"gpt_icon":0},{"id":"2593476246","title":"2026牛市继续？外资频繁“唱多”，呼吁“把握中国机遇”","url":"https://stock-news.laohu8.com/highlight/detail?id=2593476246","media":"新京报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593476246?lang=zh_cn&edition=fundamental","pubTime":"2025-12-24 18:33","pubTimestamp":1766572380,"startTime":"0","endTime":"0","summary":"\n                                                中国科技股成为外资机构一致看好的核心赛道。                                                [全文]\n","market":"sh","thumbnail":"https://media.bjnews.com.cn/cover/2025/12/24/5667949933718743705.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80","type":0,"news_type":0,"thumbnails":["https://media.bjnews.com.cn/cover/2025/12/24/5667949933718743705.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80"],"rights":{"source":"highlight_bjnews","url":"https://www.bjnews.com.cn/detail/1766568541129680.html","rn_cache_url":null,"customStyle":"handleCustomStyle(customStyle, ThemeStyle, getFont(fontSize))","selectors":"#main .nleft","filters":".ntit, 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10:10","pubTimestamp":1766542246,"startTime":"0","endTime":"0","summary":"花旗的预测则低了半个百分点，为2.1%，大致与市场最新调查的中位数2.0%相符。两家机构的观点对比在2026年开局之际尤为引人注目。花旗对此并不那么确信。\"两家银行都认为美联储决策者将在2026年进一步降息，高盛预测降息50个基点，花旗预计降息75个基点，且各自都认为有进一步降息的可能。正如高盛所言，风险\"明显偏向鸽派\"。","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":"http://www.zhitongcaijing.com/content/detail/1385299.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":["BK4207","LU1244550577.SGD","LU0106831901.USD","BK4585","LU1868836914.USD","LU2750360641.GBP","LU2237443622.USD","IE0002270589.USD","BK4504","LU0098860793.USD","LU2471134952.CNY","IE00BSNM7G36.USD","LU2125154778.USD","BK4534","LU2237443549.SGD","BK4552","BK4588","LU0251131958.USD","LU1791807156.HKD","BK4127","LU2456880835.USD","LU0320765646.SGD","BK4559","LU0345770308.USD","BK4550","LU0048573561.USD","LU1162221912.USD","LU1267930227.SGD","BK4516","LU2237438978.USD","LU2750360997.AUD","LU2471134879.HKD","LU0096364046.USD","LU2360032135.SGD","LU1804176565.USD","LU1894683264.USD","LU0310800965.SGD","BK4566","LU1668664300.SGD","LU0128525689.USD","LU2236285917.USD","IE0034235188.USD","LU0130517989.USD","LU2237443382.USD","LU2125154935.USD","LU0251142724.SGD","LU0648001328.SGD","LU2237443465.HKD","LU2237443895.HKD","LU1868836757.USD"],"gpt_icon":0},{"id":"2593447348","title":"港股异动 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