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谷歌盤前走高,大摩稱TPU芯片銷售可能帶來大幅上行空間
老虎資訊綜合
·
2025/11/28
谷歌盤前走高,大摩稱TPU芯片銷售可能帶來大幅上行空間
美團:三季度營收954.9億元,調整後淨虧損160億元,預計虧損將延續
老虎資訊綜合
·
2025/11/28
美團:三季度營收954.9億元,調整後淨虧損160億元,預計虧損將延續
港股綜述|三大指數漲跌互現!機器人概念股、黃金股走強,廣汽集團漲超16%、中國黃金國際漲超5%
老虎資訊綜合
·
2025/11/28
港股綜述|三大指數漲跌互現!機器人概念股、黃金股走強,廣汽集團漲超16%、中國黃金國際漲超5%
第二個贏得“TACO交易”的國家出現了:巴西!
華爾街見聞
·
2025/11/28
第二個贏得“TACO交易”的國家出現了:巴西!
多家銀行商談再向甲骨文、VANTAGE提供380億美元貸款
老虎資訊綜合
·
2025/11/28
多家銀行商談再向甲骨文、VANTAGE提供380億美元貸款
深度揭秘讓美股再度走高的AI交易:幾家歡喜幾家憂?
老虎資訊綜合
·
2025/11/28
深度揭秘讓美股再度走高的AI交易:幾家歡喜幾家憂?
港股異動 | 天嶽先進漲超6%,大廠陸續發佈AI眼鏡,碳化硅襯底需求有望高增
智通財經
·
2025/11/28
港股異動 | 天嶽先進漲超6%,大廠陸續發佈AI眼鏡,碳化硅襯底需求有望高增
雷軍:所有產業都值得AI再做一遍,未來5年,人形機器人將大面積在小米工廠上崗
北京日報
·
2025/11/28
雷軍:所有產業都值得AI再做一遍,未來5年,人形機器人將大面積在小米工廠上崗
數據中心“製冷問題”,芝交所“宕機”,各類期貨交易停擺,網友戲言“白銀新高有人壓力太大?”
華爾街見聞
·
2025/11/28
數據中心“製冷問題”,芝交所“宕機”,各類期貨交易停擺,網友戲言“白銀新高有人壓力太大?”
阿里正在打一場決定命運的硬仗
虎嗅
·
2025/11/28
阿里正在打一場決定命運的硬仗
排面拉滿,Labubu首次感恩節大遊行!泡泡瑪特躋身全球頂級IP陣營
華爾街見聞
·
2025/11/28
排面拉滿,Labubu首次感恩節大遊行!泡泡瑪特躋身全球頂級IP陣營
谷歌TPU引爆行業趨勢!英特爾或成背後“隱形贏家”
智通財經
·
2025/11/28
谷歌TPU引爆行業趨勢!英特爾或成背後“隱形贏家”
油價料創2023年以來最長月度連跌,市場聚焦OPEC+會議與烏克蘭局勢
智通財經
·
2025/11/28
油價料創2023年以來最長月度連跌,市場聚焦OPEC+會議與烏克蘭局勢
芝商所通知:因技術問題,芝商所期貨及期權交易暫停
老虎資訊綜合
·
2025/11/28
芝商所通知:因技術問題,芝商所期貨及期權交易暫停
存儲芯片“局中局”
錦緞
·
2025/11/28
存儲芯片“局中局”
更多
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无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/top?page=3"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"$inf$@#url:\"https://stock-news.skytigris.cn/v2/highlight/list\",params:#region:\"SGP\",pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"1131473577","title":"谷歌盤前走高,大摩稱TPU芯片銷售可能帶來大幅上行空間","url":"https://stock-news.laohu8.com/highlight/detail?id=1131473577","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1131473577?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 17:03","pubTimestamp":1764320589,"startTime":"0","endTime":"0","summary":"確實會對其業績產生顯著影響。","market":"us","thumbnail":"https://static.tigerbbs.com/3934b27c4773002d48c2086ef3024e3f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/3934b27c4773002d48c2086ef3024e3f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GOOGL","GOOG"],"symbols_score_info":{"GOOGL":2,"GOOG":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"relatedSymbol":"GOOGL"},{"id":"1161039212","title":"美團:三季度營收954.9億元,調整後淨虧損160億元,預計虧損將延續","url":"https://stock-news.laohu8.com/highlight/detail?id=1161039212","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1161039212?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 16:36","pubTimestamp":1764319002,"startTime":"0","endTime":"0","summary":"預估虧損139.6億元。","market":"hk","thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["03690","MPNGY"],"symbols_score_info":{"03690":2,"MPNGY":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"relatedSymbol":"03690"},{"id":"1131104079","title":"港股綜述|三大指數漲跌互現!機器人概念股、黃金股走強,廣汽集團漲超16%、中國黃金國際漲超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131104079","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1131104079?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 16:18","pubTimestamp":1764317889,"startTime":"0","endTime":"0","summary":"港股行情港股收評:三大指數走勢分化!機器人概念股集體走強,黃金股全線上揚11月28日,港股三大指數走勢分化,恒生指數、國企指數分別下跌0.34%及0.38%,恒指盤中曾短暫回到26000上方,恒生科技指數微漲0.02%表現相對平穩。A股行情A股收評:三大指數齊漲,鈦白粉、衞星互聯網及海南板塊走高11月28日,A股三大指數今日集體上漲,截至收盤,滬指漲0.34%報3888點,深證成指漲0.85%,創業板指漲0.7%。","market":"hk","thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["02238","HSTECH","HSI"],"symbols_score_info":{"02238":2,"HSTECH":2,"HSI":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"relatedSymbol":"02238"},{"id":"2586209921","title":"第二個贏得“TACO交易”的國家出現了:巴西!","url":"https://stock-news.laohu8.com/highlight/detail?id=2586209921","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2586209921?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 15:48","pubTimestamp":1764316105,"startTime":"0","endTime":"0","summary":"巴西強硬回擊特朗普關税威脅,成功贏得部分豁免。分析指出,特朗普政府的決策模式可分為“霸權目標”、“地緣經濟戰略”和“可調整戰術”。巴西的勝利驗證了“TACO”的説法,表明面對霸凌時,堅決抵抗比奉承更有效。","market":"us","thumbnail":"https://community-static.tradeup.com/news/39b2fb7e2823478ccecfe922ef20b50e","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/39b2fb7e2823478ccecfe922ef20b50e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["TACO"],"symbols_score_info":{"TACO":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"relatedSymbol":"TACO"},{"id":"1122965408","title":"多家銀行商談再向甲骨文、VANTAGE提供380億美元貸款","url":"https://stock-news.laohu8.com/highlight/detail?id=1122965408","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1122965408?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 15:21","pubTimestamp":1764314475,"startTime":"0","endTime":"0","summary":"資助其為OpenAI建設更多數據中心。","market":"us","thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["ORCL"],"symbols_score_info":{"ORCL":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"relatedSymbol":"ORCL"},{"id":"1192421378","title":"深度揭秘讓美股再度走高的AI交易:幾家歡喜幾家憂?","url":"https://stock-news.laohu8.com/highlight/detail?id=1192421378","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1192421378?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 14:46","pubTimestamp":1764312410,"startTime":"0","endTime":"0","summary":"但在所有喧囂之下,AI 交易實際上已經開始重置。這組配對交易是否會持續尚待觀察。該行業的其他公司,從 Salesforce 到 Adobe,也在高預期與擔憂 AI 侵蝕其業務的壓力下持續走弱。Salesforce 今年已下跌 32%,Adobe 下跌 28%。隨着對 AI 交易的疑問增加,投資者的輪動不僅發生在科技板塊內部,也擴展到了板塊之外。自 8 月中旬以來,最大的受益者是醫療保健板塊。而如今 AI 重獲市場青睞、且美聯儲可能在 12 月 10 日降息,Colas 認為醫療保健可能會暫時暫停上漲勢頭。","market":"us","thumbnail":"https://community-static.tradeup.com/news/5083bc8b081149f76d5eb3f764c0fb68","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/5083bc8b081149f76d5eb3f764c0fb68"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CRWV","AMD","AVGO","NVDA","TTMI","LITE","CLS"],"symbols_score_info":{"CRWV":2,"AMD":2,"AVGO":2,"NVDA":2,"TTMI":2,"LITE":2,"CLS":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"relatedSymbol":"CRWV"},{"id":"2586203071","title":"港股異動 | 天嶽先進漲超6%,大廠陸續發佈AI眼鏡,碳化硅襯底需求有望高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2586203071","media":"智通財經","top":-1,"share":"https://ttm.financial/m/news/2586203071?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 14:20","pubTimestamp":1764310856,"startTime":"0","endTime":"0","summary":"智通財經APP獲悉,天嶽先進午後漲超7%,截至發稿,漲5.95%,報57港元,成交額2.23億港元。消息面上,11月27日,阿里巴巴正式發佈了其重磅AI智能硬件新品——夸克AI眼鏡S1。今年以來,Meta已發佈了包括Oakley MetaVanguard、Meta Ray-BanDisplay等多款AI眼鏡;Google正加速推進AI眼鏡項目,計劃於2026年第四季度正式發佈。碳化硅材料在AR眼鏡等新興應用領域呈現出高成長預期。","market":"hk","thumbnail":"","type":1,"news_type":1,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["02631"],"symbols_score_info":{"02631":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","relatedSymbol":"02631"},{"id":"1144152983","title":"雷軍:所有產業都值得AI再做一遍,未來5年,人形機器人將大面積在小米工廠上崗","url":"https://stock-news.laohu8.com/highlight/detail?id=1144152983","media":"北京日報","top":-1,"share":"https://ttm.financial/m/news/1144152983?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 13:44","pubTimestamp":1764308669,"startTime":"0","endTime":"0","summary":"春節假期,遊客來到小米汽車工廠,參觀小米汽車體驗中心、科技展廳和造車車間。“所有產業都值得用AI再做一遍。”雷軍以小米汽車工廠舉例:大壓鑄件用人眼很難完成檢測,但通過X光機和AI視覺大模型判定,可在2秒內完成檢測,效率是人工的10倍,精度是人工的5倍以上。他預計,未來五年,人形機器人將大面積在小米工廠上崗,“這還只是第一步,家庭對人形機器人的需求更大、要求更高,市場也更大”。","market":"us","thumbnail":"https://community-static.tradeup.com/news/5d61d7126fb1818237cf4f43125d8ef3","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/5d61d7126fb1818237cf4f43125d8ef3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["01810"],"symbols_score_info":{"01810":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1567982807092","relatedSymbol":"01810"},{"id":"2586203609","title":"數據中心“製冷問題”,芝交所“宕機”,各類期貨交易停擺,網友戲言“白銀新高有人壓力太大?”","url":"https://stock-news.laohu8.com/highlight/detail?id=2586203609","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2586203609?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 13:19","pubTimestamp":1764307191,"startTime":"0","endTime":"0","summary":"芝商所週五遭遇重大技術癱瘓,導致所有衍生品市場交易暫停。由於此次宕機恰逢貴金屬市場劇烈波動之際,尤其是白銀價格剛剛觸及歷史高位,這種微妙的時間重合讓部分市場觀察人士聯想到市場壓力。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/2e45084b5d33fa6b13a96aebdaffa273","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/2e45084b5d33fa6b13a96aebdaffa273"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CME","QImain","SImain"],"symbols_score_info":{"QImain":1.5,"SImain":1.5,"CME":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"relatedSymbol":"QImain"},{"id":"2586273512","title":"阿里正在打一場決定命運的硬仗","url":"https://stock-news.laohu8.com/highlight/detail?id=2586273512","media":"虎嗅","top":-1,"share":"https://ttm.financial/m/news/2586273512?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 13:13","pubTimestamp":1764306809,"startTime":"0","endTime":"0","summary":"出品|虎嗅商業消費組作者|苗正卿題圖|視覺中國2025年9月,阿里核心決策層和夸克等業務高層開了一系列“影響阿里未來命運”的會。此後,在10月底的某一個週三,組織了一場內部核心骨幹參與的啓動會。這裏,成為了阿里這場硬仗的“戰場指揮所”。實際上,直到今年年初,夸克依然是阿里AI C端敍事的主角。","market":"us","thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["BABA","09988"],"symbols_score_info":{"09988":0.6,"BABA":1.5},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_huxiu","relatedSymbol":"BABA"},{"id":"2586208382","title":"排面拉滿,Labubu首次感恩節大遊行!泡泡瑪特躋身全球頂級IP陣營","url":"https://stock-news.laohu8.com/highlight/detail?id=2586208382","media":"華爾街見聞","top":-1,"share":"https://ttm.financial/m/news/2586208382?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 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12:30","pubTimestamp":1764304237,"startTime":"0","endTime":"0","summary":"近期行業興趣進一步佐證了谷歌TPU日益增長的勢頭。已有猜測稱,鑑於台積電CoWoS先進封裝產能持續緊張,谷歌正考慮在下一代TPUv9中採用英特爾代工服務的先進封裝技術。英特爾產品部門的潛在順風谷歌TPU近期的勢頭也可能對英特爾產品部門精簡化後的AI路線圖有利,因為它聚焦於市場對推理和成本優化型計算解決方案日益增長的需求。","market":"us","thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GOOG","GOOGL","INTC"],"symbols_score_info":{"GOOG":1.5,"GOOGL":1.5,"INTC":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","relatedSymbol":"GOOG"},{"id":"2586274178","title":"油價料創2023年以來最長月度連跌,市場聚焦OPEC+會議與烏克蘭局勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2586274178","media":"智通財經","top":-1,"share":"https://ttm.financial/m/news/2586274178?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 12:15","pubTimestamp":1764303327,"startTime":"0","endTime":"0","summary":"11月28日,原油價格正面臨兩年多來最長的月度連跌週期,交易商正密切關注本週末舉行的OPEC+會議,並評估美國主導的結束烏克蘭衝突的外交努力。美國原油基準合約11月料將錄得連續第四個月下跌,這將是自2023年第一季度以來最長的月度下跌週期。美國原油價格年內已累計下挫18%,這主要源於市場預期OPEC+恢復產能後將導致全球供應過剩,同時非OPEC+產油國也在增加供應。","market":"fut","thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CLmain","BZmain"],"symbols_score_info":{"CLmain":2,"BZmain":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","relatedSymbol":"CLmain"},{"id":"1158762860","title":"芝商所通知:因技術問題,芝商所期貨及期權交易暫停","url":"https://stock-news.laohu8.com/highlight/detail?id=1158762860","media":"老虎資訊綜合","top":-1,"share":"https://ttm.financial/m/news/1158762860?lang=zh_tw&edition=fundamental","pubTime":"2025-11-28 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11:51","pubTimestamp":1764301863,"startTime":"0","endTime":"0","summary":"所有關注存儲市場的人都預見到接下來的走勢。這意味着一場“合謀”的內存暴漲局中局進入短期無解的趨勢中。公司不願承諾最終售價,並直接將問題歸咎於內存短缺。這場由“預見力”劃分的陣營,正在競爭格局中刻下深遠影響——即便價格未來回穩,其效應也將長期存在。芯片堆積在倉庫中。他們稱之為“紀律”。三家公司生產了全球幾乎所有的DRAM。如此集中度,帶來了尚未受到足夠監管關注的系統性脆弱。","market":"sh","thumbnail":"https://static.tigerbbs.com/3cfe8fafadddfb2d7d753679a5b9abfc","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/3cfe8fafadddfb2d7d753679a5b9abfc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1596593134739"}],"pageSize":15,"totalPage":8,"totalSize":116,"pageCount":3,"code":"91000000","status":"200","relatedStockList":[{"symbol":"GOOGL"},{"symbol":"03690"},{"symbol":"02238"},{"symbol":"TACO"},{"symbol":"ORCL"},{"symbol":"CRWV"},{"symbol":"02631"},{"symbol":"01810"},{"symbol":"QImain"},{"symbol":"BABA"},{"symbol":"09992"},{"symbol":"GOOG"},{"symbol":"CLmain"},{"symbol":"ESmain"}]}]}}