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Archegos爆仓风波概念

1,360.96

-6.4464-0.47%

涨家数：1

跌家数：7

平家数：- -

市盈率：- -

高：1,370.82

开：1,365.25

低：1,352.68

收：1,367.41

数据加载中...

黄金有望继续“光彩夺银”! 高盛押注涨势如虹的黄金将冲击4000美元

高盛降中远海运港口目标价至5.3港元首季盈利胜预期

金银40年联动规律被打破，黄金料继续碾压白银！

黄金大多头来了！高盛：如果出现这一幕金价恐飙升至4500美元

高盛：渣打首季度盈利超预期17% 上调每股盈测

唯品会5月5日成交额为6393.80万美元

高盛：维持对三大中资电讯股买入评级保持正面展望

高盛光刻技术专家电话会议纪要

智通财经网

Q1财报已公布四分之三，这些是市场抓到的趋势

高盛：“痛苦行情”已经开始，科技股正反杀全场

爱奇艺5月5日成交额为2215.27万美元

高盛5月5日成交额为12.34亿美元

高途5月5日成交额为532.89万美元

港股异动 | 黄金股集体高开国际金价重拾升势高盛重申对黄金“结构性看涨”观点

全球金市：金价上涨，受美元走软和避险需求推动

《亚洲油市综述》高硫燃料油现货贴水收窄，石脑油裂解价差上涨

高盛预计美联储2025年内将降息三次

高盛下调油价预估，此前OPEC+决定提高产量

【高盛：黄金的表现将继续优于白银】周一，高盛在一份报告中称，黄金将继续跑赢白银，央行需求强劲是推高金银价格比的一个因素。因此，该行预计白银不会赶上目前正在持续的黄金涨势。高盛还表示，如果经济衰退发生，估计ETF资金流入的加速将推动黄金价格到年底达到3880美元。该行重申对黄金的结构性看涨观点，基本预期年底金价为每盎司3700美元，到2026年中期则达4000美元。（智通财经）

高盛：黄金的表现将继续优于白银

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10:09","pubTimestamp":1746497395,"startTime":"0","endTime":"0","summary":"近期，高盛举办了一场关于中国光刻技术的专家电话会议，主要讨论围绕中国光刻技术的发展进展、供应链支持情况以及需要克服的技术差距。专家认为，随着先进节点半导体需求的持续增长，以及现有设备可能会随着技术的发展达到极限或被淘汰，中国对高端光刻技术有着迫切的需求。专家相信，中国将投入大量资源和预算用于光刻技术的研发。","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=nesSN20250506101620a4736297&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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10:00","pubTimestamp":1746496850,"startTime":"0","endTime":"0","summary":"Q1财报已公布四分之三，这些是市场抓到的趋势随着第一季度财报季已完成超过四分之三，以下是卖方研究中一些最值得关注的要点。但这些公司在财报发布后股价仅上涨76个基点，低于长期平均101个基点的涨幅。空头认为影响尚未体现，多头认为市场反应过度。下周财报关注重点：F公司的关税评论，CMI电力业务中数据中心的强劲程度，TDG航空后市场强度，以及EMR与ROK的自动化趋势分析。","market":"sh","thumbnail":"http://imgcloud.jrjimg.cn/2025/05/cms_20250506100050603.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/05/cms_20250506100050603.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2025/05/06100050144209.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":["LU2471134523.USD","LU1868837136.USD","IE00B19Z3581.USD","LU0251131958.USD","LU0096364046.USD","IE00BSNM7G36.USD","LU2471134879.HKD","OFS","LU1868837300.USD","LU2237443465.HKD","BK4127","LU2237443978.SGD","LU0742534661.SGD","LU2237443382.USD","LU0251142724.SGD","LU1868836757.USD","LU2471134952.CNY","LU2750360641.GBP","IE0034235188.USD","BK4588","LU2237443622.USD","BK4550","LU1668664300.SGD","LU2750360997.AUD","BK4142","BK4504","IE00B19Z3B42.SGD","BK4135","BK4585","IE0004086264.USD","LU0048573561.USD","BK4552","IE0004091025.USD","LU0061475181.USD","LU0106831901.USD","LU2237443549.SGD","LU2237443895.HKD","LU2471134796.USD","IE0002270589.USD","BK4516","LU1868836591.USD","LU1868836914.USD","LU2237438978.USD","BK4517","IE00BFXG1179.USD","BK4533","NCLH","LU1791807156.HKD"],"gpt_icon":0},{"id":"2533251812","title":"高盛：“痛苦行情”已经开始，科技股正反杀全场","url":"https://stock-news.laohu8.com/highlight/detail?id=2533251812","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533251812?lang=zh_cn&edition=fundamental","pubTime":"2025-05-06 09:59","pubTimestamp":1746496798,"startTime":"0","endTime":"0","summary":"由于就业报告强劲，高盛和其他多数银行都将首次降息的预测从6月FOMC会议推迟到了7月。上周四的交易资金流最为积极，当时纯多头资金开始在微软和Meta财报表现强劲后，买入“七巨头”和科技板块的外围个股。这也正是为什么说，“终极的痛苦交易”可能是由科技股主导的反弹。高盛交易台对此总结出三点：向后的第一季度业绩表现优于预期；公司在前瞻性指引中反映出高度的不确定性；未来的每股收益预期普遍下调。","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/2025/05/06095950143965.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":["BK1147","LU2471134952.CNY","BK4552","LU1868836914.USD","LU0742534661.SGD","LU1868837136.USD","BK4516","LU0251131958.USD","IE0004091025.USD","LU2237443465.HKD","LU2471134879.HKD","LU2750360997.AUD","LU1868837300.USD","LU0061475181.USD","IE00BFXG1179.USD","BK4588","IE0002270589.USD","IE0004086264.USD","LU2237443622.USD","TTTN","IE00B19Z3581.USD","BK4504","LU1868836757.USD","LU2237443382.USD","LU2237443978.SGD","LU2237438978.USD","LU2471134523.USD","IE00BSNM7G36.USD","IE0034235188.USD","BK4585","BK4533","LU2471134796.USD","LU2750360641.GBP","IE00B19Z3B42.SGD","LU0106831901.USD","LU0251142724.SGD","03086","LU0048573561.USD","LU0096364046.USD","LU1668664300.SGD","LU1868836591.USD","LU1791807156.HKD","LU2237443895.HKD","BK4550","LU2237443549.SGD","BK4127"],"gpt_icon":0},{"id":"2533995517","title":"爱奇艺5月5日成交额为2215.27万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533995517","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533995517?lang=zh_cn&edition=fundamental","pubTime":"2025-05-06 09:47","pubTimestamp":1746496050,"startTime":"0","endTime":"0","summary":"美东时间2025年5月5日，爱奇艺成交额为2215.27万美元，成交额较昨日减少68.57%，当日成交量为1135.18万股。爱奇艺于2025年5月5日涨0.51%，报1.96美元，该股过去5个交易日涨3.7%，年初至今跌2.49%，过去60日跌15.88%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-05|2215.27万|-68.57%|1135.18万|#|2025-05-02|7049.03万|183.59%|3588.15万|#|2025-05-01|2485.65万|-29.40%|1335.09万|#|2025-04-30|3520.73万|3.85%|1919.15万|#|2025-04-29|3390.22万|-7.82%|1802.47万|爱奇艺是中国一家在线娱乐服务提供商。该公司的收入来自会员服务和在线广告服务，其大部分收入来自中国。","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=nesSN20250506094731a6d46155&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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09:38","pubTimestamp":1746495524,"startTime":"0","endTime":"0","summary":"美东时间2025年5月5日，高途成交额为532.89万美元，成交额较昨日增加82.93%，当日成交量为157.67万股。高途于2025年5月5日涨2.4%，报3.41美元，该股过去5个交易日涨11.07%，年初至今涨55.71%，过去60日涨45.11%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-05-05|532.89万|82.93%|157.67万|#|2025-05-02|291.32万|54.67%|87.39万|#|2025-05-01|188.34万|26.15%|58.51万|#|2025-04-30|149.29万|-2.43%|48.51万|#|2025-04-29|153.01万|-38.43%|50.10万|高途在线有限公司是一家以技术为驱动的教育公司，提供基于其专有技术基础设施的在线大班课程。","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=nesSN20250506093847a4735870&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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09:24","pubTimestamp":1746494658,"startTime":"0","endTime":"0","summary":"消息面上，金价在经历多日调整后再度大涨。此前，特朗普宣布对所有在国外制作的进入美国的电影征收100%的关税。另外，中东局势再度紧张，以色列称将就机场导弹袭击报复也门胡塞武装和伊朗。高盛重申对黄金的结构性看涨观点，基本预期年底金价为每盎司3700美元，到2026年中期则达4000美元。另外，实物黄金可能在下半年继续支撑黄金价格。地缘政治风险并未结束，投资者对黄金仍然保持热情。","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/1289367.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"economic,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["159562","LU2471134952.CNY","BK4552","LU1868836914.USD","LU0742534661.SGD","LU1868837136.USD","01818","BK1544","BK4516","LU0251131958.USD","IE0004091025.USD","LU2237443465.HKD","LU2471134879.HKD","LU1868837300.USD","LU0061475181.USD","IE00BFXG1179.USD","BK4588","IE0002270589.USD","BK1592","03330","IE0004086264.USD","06693","LU2237443622.USD","IE00B19Z3581.USD","BK4504","01787","LU1868836757.USD","LU0326950275.SGD","LU2237438978.USD","LU2237443978.SGD","IE00BSNM7G36.USD","LU2471134523.USD","IE0034235188.USD","BK4585","BK4533","LU2471134796.USD","LU2750360641.GBP","IE00B19Z3B42.SGD","LU0106831901.USD","LU0251142724.SGD","BK1198","LU0048573561.USD","LU0096364046.USD","LU1668664300.SGD","LU1868836591.USD","LU1791807156.HKD","BK4550","159831","LU2237443549.SGD","BK4127"],"gpt_icon":1},{"id":"2533567015","title":"全球金市：金价上涨，受美元走软和避险需求推动","url":"https://stock-news.laohu8.com/highlight/detail?id=2533567015","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533567015?lang=zh_cn&edition=fundamental","pubTime":"2025-05-06 02:18","pubTimestamp":1746469086,"startTime":"0","endTime":"0","summary":"全球金市：金价上涨，受美元走软和避险需求推动美联储将于周三做出政策决定美元下跌 0.1%高盛称黄金表现将继续优于白银路透5月5日 - 金价周一上涨超过2%，受美元走软和避险需求推动，市场正在等待美国联邦储备理事会本周晚些时候的政策决定。1752 GMT，现货金 XAU= 上涨2.3%，至每盎司3315.09美元。美国期金 GCcv1 收涨 2.4%，报 3,322.3 美元。高盛预计，黄金的表现将继续优于白银，但同时指出，鉴于资金流动的强相关性，2025 年黄金需求的恢复也有可能提振白银价格。","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:20250505:nL6T3RD0IN: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":["BK4552","LU2750360641.GBP","IE00BSNM7G36.USD","IE0034235188.USD","BK4516","IE0004086264.USD","LU0096364046.USD","BK4504","LU1868837300.USD","LU0061475181.USD","LU1868837136.USD","IE0004091025.USD","LU2471134879.HKD","LU1791807156.HKD","LU2237443622.USD","LU2750360997.AUD","LU2471134523.USD","IE0002270589.USD","BK4585","LU1868836757.USD","IE00B19Z3581.USD","LU2237443465.HKD","LU2237443549.SGD","BK4588","IE00B19Z3B42.SGD","LU0742534661.SGD","LU2237438978.USD","LU2471134952.CNY","BK4127","LU2237443895.HKD","LU0251131958.USD","LU1668664300.SGD","LU0106831901.USD","LU2237443382.USD","IE00BFXG1179.USD","LU1868836591.USD","BK4550","LU2237443978.SGD","BK4533","LU0048573561.USD","LU0251142724.SGD","LU1868836914.USD","LU2471134796.USD"],"gpt_icon":0},{"id":"2533840885","title":"《亚洲油市综述》高硫燃料油现货贴水收窄，石脑油裂解价差上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2533840885","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533840885?lang=zh_cn&edition=fundamental","pubTime":"2025-05-05 21:17","pubTimestamp":1746451059,"startTime":"0","endTime":"0","summary":"《亚洲油市综述》高硫燃料油现货贴水收窄，石脑油裂解价差上涨路透新加坡5月5日 - 亚洲高硫燃料油现货价差周一仍为贴水，但较上个交易日收窄，市场结构略有改善。380-cst高硫燃料油跨月价差重回小幅升水，上周曾急挫并陷入贴水。石脑油裂解价差上涨，此前指标原油价格下跌，因OPEC+决定加速增产。柴油裂解价差GO10SGCKMc1本周开局上涨，升至每桶16.2美元左右的2月底以来最高水平。","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:20250505:nL6T3RD0DJ: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":["LU2750360641.GBP","LU0265550946.USD","LU2471134796.USD","LU1496350171.SGD","LU0234572021.USD","LU1162221912.USD","BK4559","BK4534","CVX","IE00BFXG1179.USD","LU1074936037.SGD","LU2471134952.CNY","BK4552","IE00B19Z3581.USD","LU1791807156.HKD","BK4201","LU0345780950.USD","LU0300736492.USD","LU0630314457.HKD","IE00BSNM7G36.USD","LU2129689605.HKD","IE0034235188.USD","LU0106831901.USD","LU0265550359.USD","IE00B19Z3B42.SGD","LU1430597077.USD","BK4566","BK4588","LU2237443382.USD","LU0096364046.USD","LU2237443895.HKD","BK4533","LU0251142724.SGD","LU0456854461.SGD","LU1280957306.USD","BK4592","LU0070302665.USD","LU0256863811.USD","LU2133065610.SGD","LU0266512127.USD","LU2471134523.USD","LU0208291251.USD","LU2237443549.SGD","LU0098860793.USD","LU1066053197.SGD","LU2237443465.HKD","LU0061475181.USD","LU1868837300.USD","LU0278409577.USD","LU0640476718.USD"],"gpt_icon":0},{"id":"2533584838","title":"高盛预计美联储2025年内将降息三次","url":"https://stock-news.laohu8.com/highlight/detail?id=2533584838","media":"Odaily","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533584838?lang=zh_cn&edition=fundamental","pubTime":"2025-05-05 20:56","pubTimestamp":1746449796,"startTime":"0","endTime":"0","summary":"Odaily星球日报讯 高盛预计美联储将在 7 月、9 月和 10 月分别降息 25 个基点，原因是关税和贸易不确定性带来的衰退风险。\n高盛首席经济学家 Jan Hatzius 表示，美联储的态度比市场预期的更为谨慎。尽管美联储对降息的门槛高于 2019 年，但高盛认为，尽管通胀较高，失业率上升仍可能促使美联储采取行动。\n","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fd15c261ee8662a4fb222c3009669955","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.odaily.news/newsflash/429456?source=share","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":"odaily_live","symbols":["IE0004091025.USD","SDS","LU1868837136.USD","LU1868836591.USD","LU0096364046.USD","LU1668664300.SGD","US7Y.BOND","LU0106831901.USD","IE0002270589.USD","LU1868837300.USD","US12M.BOND","US3Y.BOND","SH","BK4127","HK0000934320.USD","LU2471134796.USD","LU2471134523.USD","LU2471134952.CNY","BK4550","LU2237443465.HKD","SSO","IVV","LU1791807156.HKD","SPY","US10Y.BOND","US5Y.BOND","US6M.BOND","BK4585","LU0251142724.SGD",".SPX","LU0048573561.USD","US30Y.BOND","LU2237443978.SGD","IE00BSNM7G36.USD","LU2750360997.AUD","LU2237443622.USD","LU2237443895.HKD","IE00B19Z3581.USD","LU0061475181.USD","BK4552","UPRO","BK4534","US2Y.BOND","LU2750360641.GBP","OEX","OEF","SPXU","ESmain","LU1868836914.USD","IE00B19Z3B42.SGD"],"gpt_icon":0},{"id":"2533874302","title":"高盛下调油价预估，此前OPEC+决定提高产量","url":"https://stock-news.laohu8.com/highlight/detail?id=2533874302","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533874302?lang=zh_cn&edition=fundamental","pubTime":"2025-05-05 18:10","pubTimestamp":1746439846,"startTime":"0","endTime":"0","summary":"高盛在周日的一份报告中称下调了油价预期。此前OPEC+决定加快石油增产。高盛认为，OPEC+的决定是一项长期平衡战略，旨在保持内部凝聚力，并在库存相对较低的情况下对美国页岩油供应进行战略调控。该行目前预计，7 月份OPEC+ 的最终增产41 万桶/日，高于之前预计的 14 万桶/日。尽管现货基本面相对紧张，但高盛认为，高备用产能和高衰退风险使油价风险偏向下行。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"122cfa15efbafb4fc89158200d5782b7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250505:nL6S3RD0A7:1","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","LU0106831901.USD","LU2237438978.USD","BK4552","LU0048573561.USD","LU0251142724.SGD","LU2237443382.USD","LU2471134879.HKD","BK4588","LU1868836591.USD","BK4127","LU2471134796.USD","BK4504","LU2471134523.USD","IE0002270589.USD","LU0251131958.USD","IE0004091025.USD","LU1868836914.USD","LU1668664300.SGD","LU2471134952.CNY","IE00B19Z3B42.SGD","IE0034235188.USD","IE00B19Z3581.USD","BK4585","LU2237443549.SGD","IE00BSNM7G36.USD","LU1868837300.USD","LU0742534661.SGD","LU1868836757.USD","LU2237443465.HKD","LU1868837136.USD","BK4550","LU2237443622.USD","LU2237443978.SGD","LU2750360641.GBP","IE0004086264.USD","LU1791807156.HKD","BK4533","LU0061475181.USD","LU2237443895.HKD","LU2750360997.AUD","IE00BFXG1179.USD","BK4516"],"gpt_icon":0},{"id":"2533304870","title":"【高盛：黄金的表现将继续优于白银】周一，高盛在一份报告中称，黄金将继续跑赢白银，央行需求强劲是推高金银价格比的一个因素。因此，该行预计白银不会赶上目前正在持续的黄金涨势。高盛还表示，如果经济衰退发生，估计ETF资金流入的加速将推动黄金价格到年底达到3880美元。该行重申对黄金的结构性看涨观点，基本预期年底金价为每盎司3700美元，到2026年中期则达4000美元。（智通财经）","url":"https://stock-news.laohu8.com/highlight/detail?id=2533304870","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533304870?lang=zh_cn&edition=fundamental","pubTime":"2025-05-05 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