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Archegos爆仓风波概念

1,870.47

+3.670.20%

涨家数：2

跌家数：6

平家数：- -

市盈率：- -

高：1,882.58

开：1,851.26

低：1,836.42

收：1,866.86

成交量：1,069.41万

成交额：6.98亿

市值：3,899.20亿

流通市值：3,649.41亿

数据加载中...

总览新闻资讯

巴西Magazine Luiza披露：高盛持股比例已达公司普通股总额6.34%

高盛刘劲津：中国股市吸引力攀至近年高点高配A股港股且夏普比率更优

背景资料-私人信贷紧张波及华尔街，投资者日益警惕

背景资料-私人信贷紧张波及华尔街，投资者日益警惕

高盛重申“买入”科伦博泰生物-B(06990)：芦康沙妥珠单抗OS数据表现突出公司增长潜力持续释放

高盛重磅：美伊冲突引爆“史上最大能源中断”！油价破百仅是开始？

30%衰退概率！高盛紧急上调预测，霍尔木兹海峡成“命门”

高盛下调印度经济增长预期，警告货币紧张将迫使加息

楼板裂缝横生，砂浆一抠就掉！企业贷款千万定制厂房“工业上楼”，为何成了“危房”？

《路透早报》--3月24日

摩根大通从竞争对手美国银行招募服务业银行家

高盛突发警告：美国衰退概率升至30%！美股与亚洲市场遭大举做空，全球资金正涌向这里

麦迪逊迪尔伯恩支持的国防承包商 AEVEX 申请在美国上市

高盛将美国经济衰退概率上调至30%

高盛(GS)股票3月23日盘中上涨3.69%：原因全解读

TradingKey中文

高盛评Meta裁员、压开支、推迟模型发布：这不是“过冬砍预算”，而是“腾笼换鸟”

华尔街见闻

阿里云（击败：百度、腾讯云）中《代码 AI 辅助工具》大单

The Goldman Sachs Group, Inc.增持东方电气(01072)47.74万股每股作价约37.71港元

字节系算法围剿：腾讯音乐“保卫战”

还没到“投降”时刻！高盛警告：AI或是最后的抛售来源

华尔街见闻

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15:24","pubTimestamp":1774337040,"startTime":"0","endTime":"0","summary":"　　汇通财经APP讯——高盛研究部于上周五发布题为《伊朗冲突：将持续多久、影响有多严重？》（Iran Conflict： How Long， and How Bad？）的报告，通过对地缘政治专家、前美军将领及高盛内部分析师的访谈，深入分析美以联合打击伊朗引发的史上最大能源供应中断，以及冲突的持续时间、经济冲击与市场影响。　　报告强调，美伊冲突导致霍尔木兹海峡航运近乎停滞，区域能源基础设施受损，目前尚无结束迹象。","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/roll/2026-03-24/doc-inhsamhv3501683.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2750360641.GBP","LU0061475181.USD","LU2237443549.SGD","DUG","IE00BFXG1179.USD","LU0096364046.USD","IE00B19Z3B42.SGD","BK4127","LU2237443978.SGD","LU0251131958.USD","LU0345770993.USD","LU1868836591.USD","LU1804176565.USD","IE00B19Z3581.USD","IE0004091025.USD","LU2237443465.HKD","LU2471134952.CNY","GSX","LU1894683348.USD","LU2237443622.USD","BK4588","LU2237443382.USD","LU2471134879.HKD","159945","LU2265009873.SGD","LU1868836914.USD","LU1868837136.USD","BK4585","LU0106831901.USD","BK4552","LU1668664300.SGD","IE0004086264.USD","LU2237438978.USD","LU2237443895.HKD","IE0034235188.USD","LU0742534661.SGD","LU2750360997.AUD","LU2471134796.USD","BK4533","BK4504","LU1868836757.USD","LU1894683264.USD","LU1868837300.USD","BK4516","LU2471134523.USD","IE00BSNM7G36.USD","LU0251142724.SGD","LU0345770308.USD","LU1791807156.HKD","BK4550"],"gpt_icon":1},{"id":"2621056532","title":"30%衰退概率！高盛紧急上调预测，霍尔木兹海峡成“命门”","url":"https://stock-news.laohu8.com/highlight/detail?id=2621056532","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621056532?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 14:23","pubTimestamp":1774333425,"startTime":"0","endTime":"0","summary":"高盛目前认为，美国在未来12个月内陷入衰退的概率为30%，较此前预测上调了5个百分点。由于霍尔木兹海峡持续中断，油价预测被上调。高盛目前预计，霍尔木兹海峡的石油流量将保持在正常水平的5%的低位状态，持续长达六周之久，之后才会逐渐恢复到正常水平。“我们预计，在霍尔木兹海峡重新开放后，政策制定者将重新建立更高的战略储备水平，同时市场也会在长期价格中加入安全溢价。”","market":"sh","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/2026/03/24142356439836.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":"jinrongjie_highlight","symbols":["LU1868836757.USD","LU1791807156.HKD","LU2237443895.HKD","BK4552","LU1868836591.USD","LU2237438978.USD","GSX","LU2237443978.SGD","LU1804176565.USD","LU2471134523.USD","IE00B19Z3581.USD","IE00BFXG1179.USD","BK4516","IE00B19Z3B42.SGD","LU2237443382.USD","LU2237443622.USD","LU1894683348.USD","LU0345770993.USD","LU0742534661.SGD","BK4533","LU2471134879.HKD","LU2471134952.CNY","LU2750360997.AUD","LU2265009873.SGD","LU0251142724.SGD","BK4588","LU2237443549.SGD","LU1868837300.USD","BK4585","BK4127","LU0345770308.USD","LU1868836914.USD","BK4550","LU0048573561.USD","LU0061475181.USD","BK4504","IE0004091025.USD","LU1868837136.USD","LU1894683264.USD","IE0002270589.USD","LU0096364046.USD","LU2471134796.USD","LU0251131958.USD","IE0034235188.USD","IE00BSNM7G36.USD","LU2237443465.HKD","LU0106831901.USD","LU2750360641.GBP","IE0004086264.USD","LU1668664300.SGD"],"gpt_icon":0},{"id":"2621657053","title":"高盛下调印度经济增长预期，警告货币紧张将迫使加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2621657053","media":"路透中文","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621657053?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 13:41","pubTimestamp":1774330865,"startTime":"0","endTime":"0","summary":"高盛下调印度经济增长预期，警告货币紧张将迫使加息路透孟买3月24日 - 高盛集团缩减了对印度 2026 年经济增长的预期，同时预测政策利率将上调 50 个基点，因为这个南亚经济体正在与货币大幅贬值作斗争。高盛在周二的一份报告中预测，2026日历年印度经济将增长5.9%，而伊朗战争前的预测为7%。高盛分析师在改变对油价和供应中断期的假设后，再次下调了对经济增长的预期。高盛表示，随着 货币面临贬值压力，外汇对零售价格的传导可能会很大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260324:nL4S40C0CZ:1","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":null,"symbols":["LU2237443622.USD","IE00BSNM7G36.USD","BK4533","LU2237443465.HKD","GSX","IE0034235188.USD","BK4552","LU1868837300.USD","LU1868836914.USD","BK4516","LU1894683264.USD","IE0002270589.USD","LU1668664300.SGD","IE00B19Z3B42.SGD","BK4504","IE00BFXG1179.USD","LU0096364046.USD","LU2237443382.USD","LU1791807156.HKD","LU1894683348.USD","LU1868837136.USD","LU2471134523.USD","LU2471134796.USD","BK4550","LU0106831901.USD","BK4127","LU0061475181.USD","IE0004086264.USD","LU1868836757.USD","LU0345770308.USD","LU0251142724.SGD","BK4585","BK4588","LU0345770993.USD","LU1868836591.USD","LU2265009873.SGD","LU2471134952.CNY","LU2750360997.AUD","IE0004091025.USD","LU2237443978.SGD","LU0251131958.USD","LU0048573561.USD","LU2237443895.HKD","IE00B19Z3581.USD","LU1804176565.USD","LU0742534661.SGD","LU2471134879.HKD","LU2750360641.GBP","LU2237443549.SGD","LU2237438978.USD"],"gpt_icon":0},{"id":"2621039371","title":"楼板裂缝横生，砂浆一抠就掉！企业贷款千万定制厂房“工业上楼”，为何成了“危房”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2621039371","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621039371?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 09:08","pubTimestamp":1774314480,"startTime":"0","endTime":"0","summary":"然而，记者近日采访了解到，一家企业贷款上千万元，向头部工业园开发商万洋集团定制的一栋厂房，经权威部门鉴定为“危房”。楼板裂缝横生、梁柱混凝土呈蜂窝状等工程质量问题，给“工业上楼”埋下严重安全隐患。截至2024年，累计已竣工交付39栋厂房，累计引入企业56家。","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/wm/2026-03-24/doc-inhrzysw0518764.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":["BK4563","LU0359201612.USD","LU0828238088.HKD","BK4565","LU0509642566.USD","LU0359202008.SGD","LU2039709279.SGD","BK4535","IE00BYTNYN87.SGD","01698","IE00BYQNZ168.SGD","LU0269904917.USD","BK4526","BK4531","BK4571","SG9999011746.SGD","BK4108","IE00B12V2V27.USD","LU1023057109.AUD","BK4548","BK4509","LU0456842615.SGD","BK4552"],"gpt_icon":1},{"id":"2621803849","title":"《路透早报》--3月24日","url":"https://stock-news.laohu8.com/highlight/detail?id=2621803849","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621803849?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 07:18","pubTimestamp":1774307921,"startTime":"0","endTime":"0","summary":"中国驻华盛顿大使馆未立即置评。nL6T40B1D1nL6T40B1DY--印度港口、航运和水道部证实，两艘悬挂印度国旗的油轮载有超过9.2万吨在阿联酋和科威特装载的液化石油气，已由印度船员驾驶通过霍尔木兹海峡，将于3月26日至28日抵达印度港口。道琼斯工业指数上涨631.00点，涨幅1.38%， 收报46,208.47点；标普500指数上涨74.52点，涨幅1.15%，收报6,581.00点；纳斯达克指数上涨299.15点，涨幅1.38%，收报21,946.76点。法国CAC-40指数上涨0.79%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260323:nL6T40B1DS: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":["IE0002270589.USD","LU1051768304.USD","LU1668664300.SGD","LU1868836591.USD","IE0004086264.USD","LU2237443465.HKD","LU1781817850.SGD","LU2471134523.USD","IE00BFXG1179.USD","BK0274","BK4127","BK0010","LU0345770308.USD","BK0006","600028","BK0028","LU1868836914.USD","LU2237443382.USD","LU2237443895.HKD","LU2750360641.GBP","LU1791807156.HKD","BK0183","LU1580142542.USD","BK0188","BK0196","BK4585","BK4552","IE0034235188.USD","BK0000","LU0096364046.USD","LU0345770993.USD","LU0651946864.USD","LU1868837300.USD","IE0004091025.USD","BK4533","BK4504","LU2471134796.USD","GSX","LU0061475181.USD","LU0048573561.USD","BK0012","LU1804176565.USD","LU2237438978.USD","BK4516","LU0251131958.USD","LU2471134952.CNY","LU2237443622.USD","BK4550","BK0015","BK0025"],"gpt_icon":0},{"id":"2621408131","title":"摩根大通从竞争对手美国银行招募服务业银行家","url":"https://stock-news.laohu8.com/highlight/detail?id=2621408131","media":"路透中文","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621408131?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 03:54","pubTimestamp":1774295677,"startTime":"0","endTime":"0","summary":"路透3月23日 - 摩根大通JPM.N从美国银行BAC.N聘请了一名高级投资银行家来领导其北美商业服务投资银行团队，这是摩根大通从华尔街竞争对手那里招聘高级人才的最新案例。亨德森最近的职务是美国银行全球工业集团董事总经理，负责商业服务业务。本月早些时候，美国银行宣布又聘用了三名高级技术银行家 。摩根大通发言人证实了备忘录的内容。美国银行拒绝发表评论。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260323:nL4T40B1SJ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1280957306.USD","LU0689472784.USD","LU2106854487.HKD","LU2054465674.USD","LU1668664300.SGD","LU2750360997.AUD","LU0251131958.USD","LU0942090050.USD","LU1267930490.SGD","JPM","IE0034235303.USD","IE0004091025.USD","LU0321505439.SGD","LU2023250330.USD","IE00B19Z3581.USD","IE00BFXG1179.USD","LU2264538146.SGD","LU0149725797.USD","LU0971096721.USD","LU0106261372.USD","LU0868494708.USD","LU0417517546.SGD","LU0215105999.USD","LU1201861249.SGD","LU2471134879.HKD","LU2023250843.SGD","LU1880398471.USD","LU0130517989.USD","LU0882574139.USD","GSX","IE00BWXC8680.SGD","JPMO","LU0130518102.USD","LU1119994496.HKD","LU1551013425.SGD","LU0314106906.USD","LU0251132253.USD","LU0648000940.SGD","IE00B1BXHZ80.USD","LU0234572021.USD","LU0648001328.SGD","LU2417539215.USD","LU1145028129.USD","BAC","LU2236285917.USD","LU1670627923.USD","LU1551013342.USD","LU0048573561.USD","BK4552","LU1244550221.USD"],"gpt_icon":0},{"id":"2621808552","title":"高盛突发警告：美国衰退概率升至30%！美股与亚洲市场遭大举做空，全球资金正涌向这里","url":"https://stock-news.laohu8.com/highlight/detail?id=2621808552","media":"FX168","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621808552?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 01:56","pubTimestamp":1774288613,"startTime":"0","endTime":"0","summary":"FX168财经报社 讯 随着中东冲突持续扰动全球能源供应、推高油气价格，华尔街对美国经济前景的判断正在迅速转向谨慎。高盛最新表示，由于原油和天然气价格大幅上涨，美国经济未来12个月陷入衰退的概率已升至30%，较此前预期上调5个百分点。与此同时，多项预测显示，美国下半年增长将明显放缓，而对冲基金则继续加码做空全球股市，反映出机构投资者对滞胀风险和市场波动的担忧正在同步升温。","market":"sg","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.fx168news.com/article/经济衰退-1006951","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":null,"symbols":["IE0034235188.USD","LU1804176565.USD","LU2237443382.USD","BK4588","IE0004091025.USD","LU2750360641.GBP","BK4504","LU2237443895.HKD","LU1791807156.HKD","IE0004086264.USD","BK4585","LU2237443978.SGD","LU0251142724.SGD","LU2471134796.USD","LU1868836914.USD","BK4552","BK4533","GSX","LU1668664300.SGD","LU2237438978.USD","LU1894683264.USD","LU1868836757.USD","LU1894683348.USD","LU2471134879.HKD","LU2750360997.AUD","LU0345770993.USD","IE00BFXG1179.USD","LU0048573561.USD","LU0061475181.USD","LU1868836591.USD","LU2237443465.HKD","LU2265009873.SGD","LU2471134952.CNY","LU1868837300.USD","LU0345770308.USD","LU0251131958.USD","LU2237443549.SGD","LU2237443622.USD","LU0096364046.USD","LU2471134523.USD","LU0742534661.SGD","LU0106831901.USD","IE00B19Z3581.USD","BK4550","BK4127","LU1868837136.USD","IE0002270589.USD","IE00BSNM7G36.USD","BK4516","IE00B19Z3B42.SGD"],"gpt_icon":0},{"id":"2621960088","title":"麦迪逊迪尔伯恩支持的国防承包商 AEVEX 申请在美国上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2621960088","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621960088?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 01:00","pubTimestamp":1774285234,"startTime":"0","endTime":"0","summary":"更新版 3-麦迪逊迪尔伯恩支持的国防承包商 AEVEX 申请在美国上市在第 4-5 段和第 8-9 段增加分析师评论Arasu Kannagi Basil路透3月23日 - 私募股权支持的 AEVEX 公司周一提交了美国首次公开募股申请，试图利用投资者对国防类股票的热情。这是中东冲突以及私营和公共部门大力支持国防部门的结果。AEVEX 主要依靠向美国政府销售产品，到 2026 年底已交付和承诺交付的自主系统超过 10,200 套。截至 12 月 31 日，其资金积压达 5.03 亿美元。该公司及其支持者将在此次发行中出售股票。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260323:nL4T40B1KO:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237438978.USD","LU0640476718.USD","LU0170899867.USD","LU1366192091.USD","LU0048573561.USD","LU1668664300.SGD","IE00B19Z3581.USD","LU0130518102.USD","BK4588","LU0321505439.SGD","BK4585","LU0477156797.USD","LU0203345920.USD","LU1868836914.USD","LU0053666078.USD","LU1868837136.USD","GSX","LU0868494617.USD","BK4516","LU0648001328.SGD","IE0004091025.USD","LU0128525689.USD","LU1035773651.USD","LU0106831901.USD","IE0001KFT4U8.USD","LU1074936037.SGD","BK4552","BAC","LU2471134796.USD","IE0002270589.USD","IE00BSNM7G36.USD","LU1162221912.USD","LU2133065610.SGD","LU0306806265.USD","LU1280957306.USD","LU0971096721.USD","LU1883839398.USD","LU0345770308.USD","LU2129689514.USD","LU0052756011.USD","LU2750360997.AUD","LU0648000940.SGD","LU2237443465.HKD","LU1363072403.SGD","LU0208291251.USD","LU2237443382.USD","LU0211331839.USD","BK4581","LU1894683264.USD","LU0417517546.SGD"],"gpt_icon":0},{"id":"1147857469","title":"高盛将美国经济衰退概率上调至30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1147857469","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147857469?lang=zh_cn&edition=fundamental","pubTime":"2026-03-24 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23:17","pubTimestamp":1774279057,"startTime":"0","endTime":"0","summary":"• 高盛因霍尔木兹海峡供应中断风险调整了2026年油价预测。\n• 公司报告的盈利和营收均超预期，并上调了股息。\n• 并购、IPO及私募股权活跃的行业背景支撑了增长。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20241127/70c2dc77fc454f1496046bb04a604a58goldman3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20241127/70c2dc77fc454f1496046bb04a604a58goldman3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261710386-market-movers-gs-20260323","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":["BK4127","LU0345770993.USD","BK6520","LU2237443382.USD","IE00BFXG1179.USD","IE00B19Z3581.USD","IE0004086264.USD","LU1868836914.USD","LU1894683348.USD","LU2237443622.USD","BK4533","LU2237443549.SGD","LU2265009873.SGD","IE0002270589.USD","IE00B19Z3B42.SGD","LU1804176565.USD","LU2471134796.USD","IE0004091025.USD","BK6054","43A.SI","LU0061475181.USD","GSX","GS","LU0106831901.USD","LU2237438978.USD","LU2237443978.SGD","LU1868837300.USD","BK4550","BK4516","LU1791807156.HKD","LU1668664300.SGD","BK4585","LU1894683264.USD","LU2471134523.USD","LU0345770308.USD","LU1868836757.USD","LU2237443465.HKD","BK6000","LU1868836591.USD","BK4504","LU0048573561.USD","LU0742534661.SGD","LU2237443895.HKD","LU2471134952.CNY","LU2471134879.HKD","BK4552","LU1868837136.USD","LU0251131958.USD","LU0251142724.SGD","LU2750360997.AUD"],"gpt_icon":0},{"id":"2621701467","title":"高盛评Meta裁员、压开支、推迟模型发布：这不是“过冬砍预算”，而是“腾笼换鸟”","url":"https://stock-news.laohu8.com/highlight/detail?id=2621701467","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621701467?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 21:41","pubTimestamp":1774273274,"startTime":"0","endTime":"0","summary":"市场恐慌Meta裁员与压缩部门开支是AI资本开支压力下的被动收缩。高盛反驳：这是主动将资源从低效存量向高价值AI算力需求调配的战略重组；Meta现有成本结构具备充足弹性，效率与增长的再平衡举措有望持续推动EPS正向修正。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3768182","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"14b276952a6b46a2a5e9067b5afd7fce","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768182","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"高盛评Meta裁员、压开支、推迟模型发布：这不是“过冬砍预算”，而是“腾笼换鸟”","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237438978.USD","LU0048573561.USD","LU1804176565.USD","IE00B19Z3B42.SGD","LU1668664300.SGD","IE00B19Z3581.USD","BK4588","IE0004086264.USD","BK4533","LU2471134879.HKD","BK4585","BK4550","LU1868836914.USD","LU2237443895.HKD","IE0034235188.USD","LU2237443549.SGD","LU1868837136.USD","IE00BFXG1179.USD","LU0251142724.SGD","GSX","BK4516","BK4504","LU0096364046.USD","IE0004091025.USD","LU2750360641.GBP","LU1868836757.USD","BK4127","LU0106831901.USD","LU2265009873.SGD","LU0061475181.USD","BK4552","LU2471134796.USD","IE0002270589.USD","LU1791807156.HKD","IE00BSNM7G36.USD","LU1868836591.USD","LU2471134952.CNY","LU0345770308.USD","LU0742534661.SGD","LU1868837300.USD","LU2471134523.USD","LU2750360997.AUD","LU2237443465.HKD","LU2237443382.USD","LU0251131958.USD","LU2237443978.SGD","LU1894683264.USD","LU1894683348.USD","LU2237443622.USD","LU0345770993.USD"],"gpt_icon":0},{"id":"2621705474","title":"阿里云（击败：百度、腾讯云）中《代码 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元第三：腾讯云计算（北京）有限责任公司云头条声明：如以上内容有误或侵犯到你公司、机构、单位或个人权益，请联系我们说明理由，我们会配合，无条件删除处理。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","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/roll/2026-03-23/doc-inhrysxp7847957.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0417516902.SGD","LU0307460666.USD","LU2476274308.USD","LU0067412154.USD","SG9999000418.SGD","LU1725190679.HKD","LU1808992512.USD","SGXZ31699556.SGD","LU0577902454.USD","LU0326948709.USD","LU0577902538.SGD","SG9999001051.SGD","SG9999015978.USD","LU0117841782.USD","LU0502904849.HKD","89988","LU0630378429.USD","LU0708995583.HKD","LU0572940350.SGD","IE00B97KM107.HKD","LU0972618739.USD","LU1196710864.SGD","LU0348783233.USD","LU0611395673.USD","LU1366334651.USD","LU0084288322.USD","LU0359201612.USD","SG9999015986.USD","LU2362540622.SGD","ALBmain","LU0117844026.USD","LU2097828631.EUR","BK4526","LU0181495838.USD","IE00BGV7N243.SGD","BK4579","IE0003851619.USD","LU0823426308.USD","IE0008368742.USD","LU0417516571.SGD","LU0261947096.USD","LU1642822792.SGD","SGXZ62798434.SGD","IE00BPRC5H50.USD","LU1201861165.SGD","TCHmain","LU0047713382.USD","LU1105468828.SGD","LU1224444064.USD","LU0140636845.USD","LU0737861772.HKD","IE0032834883.USD","LU0106252389.USD","LU0463099449.HKD","LU1051769294.HKD","IE00B5MMRT66.SGD","LU0315179316.USD","BK1516","LU1303224171.USD","LU0577902611.USD","LU0328353924.USD","BK1615","BK1575","LU0011963245.USD","IE00B031HY20.USD","LU0228367735.SGD","KBDU","LU0130103400.USD","LU0918141887.USD","BK1517","LU1328277881.USD","SG9999015952.SGD","SGXZ86797644.SGD","LU0821914370.USD","09988","LU0396098781.USD","LU0251144936.SGD","LU0175139822.USD","BK1586","LU1883866441.USD","LU0049112450.USD","LU0164880469.USD","LU0477156797.USD","BABA","LU0588546209.SGD","IE00BQXX3D17.EUR","SGXZ81514606.USD","LU2237443465.HKD","LU1568876335.HKD","LU1064130708.USD","LU0348735423.USD","LU0823397285.USD","LU1188198961.HKD","LU0149534421.HKD","LU0348805143.USD","LU2257852520.SGD","LU2449936058.SGD","LU0197773160.USD","LU0831103253.SGD","LU2237443382.USD","LU0898667661.SGD","LU0054237671.USD","LU0289960550.SGD","LU0890818403.SGD","LU2133065610.SGD","BK1584","LU0828238088.HKD","HK0000914686.HKD","LU0228659784.USD","LU0048388663.USD","IE00B8HQ1Z84.USD","LU0862451837.USD","LU0516423091.SGD","LU2357305700.SGD","LU0070217475.USD","LU1008478684.HKD","LU1282649067.USD","LU0384037296.USD","SG9999001069.SGD","LU0762540952.USD","LU1044874839.SGD","SG9999014914.USD","LU0589944569.HKD","LU0441854154.USD","LU2399975544.HKD","LU0348784397.USD","LU0823397103.USD","LU0456827905.SGD","LU0878005551.USD","LU1720051017.SGD","LU0499858438.USD","LU0128522744.USD","LU0210526637.USD","IE00B031HW06.USD","LU1282649141.HKD","LU0791590937.USD","SG9999018865.SGD","SG9999013353.USD","LU0293314216.USD","LU2125910849.SGD","LU0577902371.SGD","LU0572939691.SGD","LU0594300179.USD","LU1282649810.SGD","BK1502","LU1813983027.USD","LU1868837722.USD","LU1868837565.USD","LU0169518387.USD","LU2087589342.USD","LU0634319403.HKD","IE0003795394.USD","LU1226287875.USD","LU1960683339.HKD","LU2097829019.USD","LU0417516738.SGD","LU0431992006.USD","LU0509642566.USD","LU0880133367.SGD","LU0823038988.USD","LU0359202008.SGD","BK1531","BK1249","LU0607220059.USD","LU1807302812.USD","LU0541501648.USD","LU0143863784.USD","LU0823039010.USD","LU0823041008.USD","SG9999002562.SGD","LU0287142896.SGD","LU0648000940.SGD","LU2251237488.HKD","BK1608","IE00BZ08YS42.EUR","LU1961090484.USD","LU0359201885.HKD","LU2051468812.USD","SG9999014880.SGD","LU1242518931.SGD","HK0000352291.HKD","LU3063872942.SGD","LU1226287529.USD","IE00BQXX3F31.USD","LU2045819591.USD","LU0593848301.USD","LU0132412106.USD","LU1720050803.USD","HTCD.SI","LU0096374516.USD","LU0456842615.SGD","LU2242644610.SGD","BK4535","BK4585","HK0000352382.USD","LU0210527791.USD","LU0831093199.SGD","LU1719994722.HKD","LU1504937902.USD","LU0072462343.USD","SG9999002828.SGD","LU1515016050.SGD","LU0865486749.SGD","LU0173614495.USD","LU0608807946.USD","LU0531970944.HKD","IE0008368411.USD","LU0211331839.USD","LU1102505929.USD","BK4504","LU1282651048.USD","LU0188438112.USD","BK1526","LU0048597586.USD","LU0348814723.USD","LU0531971595.HKD","LU0259732245.USD","LU1733274473.HKD","LU0072913022.USD","BK4612","LU0039217434.USD","IE0034224299.USD","LU0675040207.SGD","LU0348788117.USD","LU1152091168.USD","LU0143863198.USD","LU1568876251.USD","LU0163747925.USD","LU0106959298.USD","LU1251922891.USD","BK4602","LU0738912210.USD","HK0001040168.HKD","LU0029874905.USD","LU0700851271.USD","LU1044875133.USD","LU0348783662.USD","LU2279701549.SGD","LU0786609619.USD","LU2097828557.USD","LU0886674414.USD","LU2237443622.USD","LU2362541513.USD","LU2097828714.EUR","IE00B0169N27.USD","LU0326950275.SGD","L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