美股詳情

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紅杉資本持倉

3,332.44

-6.3501-0.19%

漲家數：67

跌家數：31

平家數：2

市盈率：- -

高：3,356.88

開：3,339.07

低：3,328.52

收：3,338.79

成交量：10.29億

成交額：2,316.63億

市值：43.79萬億

流通市值：41.03萬億

資料載入中...

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AI熱潮推動CPU需求顯著提升，惟大摩潑冷水：別跟風買英特爾、AMD！","url":"https://stock-news.laohu8.com/highlight/detail?id=2636976410","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636976410?lang=zh_tw&edition=fundamental","pubTime":"2026-05-17 21:00","pubTimestamp":1779022800,"startTime":"0","endTime":"0","summary":"Tradingkey - 今年以来，在Agentic AI浪潮下，市场对CPU芯片的需求正倍数增长，过往认为仅GPU才会显著受益于AI的逻辑正在发生转变。目前市场主流的Agentic AI包括Anthropic推出的Claude Cowork以及OpenClaw等。进入Agentic AI时代，CPU定位从算力产业链的辅助角色转变为智能体系统的控制中枢。在智能体时代，CPU的并发能力、内存带宽和调度效率，直接决定了系统的响应速度和处理能力。一旦Agent并发量超过CPU的承载上限时，就会出现请求排队、工具调用失败等问题，直接影响用户体验和系统稳定性。","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20260114/intel-5522a79f9b034464b0bd29e951c4ed61.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260114/intel-5522a79f9b034464b0bd29e951c4ed61.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/261899245-agentic-ai-claude-anthropic-cpu-gpu-openclaw-nvidia-amd-sndk-tradingkey","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":["LU2347655156.SGD","LU0174119429.USD","LU0320765646.SGD","BK4512","LU2543165471.USD","BK4543","LU1732799900.SGD","LU0106831901.USD","LU1548497426.USD","LU2098885051.SGD","LU0971096721.USD","LU2458330169.SGD","IE00BZ1G4Q59.USD","LU0106261372.USD","LU0225283273.USD","LU1316542783.SGD","MSFT","LU2357305700.SGD","BK4614","LU1803068979.SGD","LU0098860793.USD","BK4605","LU2271345857.HKD","LU1861558580.USD","NVDA","LU0006306889.USD","DAMD","BK4573","LU0081259029.USD","AMDG","LU0795875169.SGD","LU1668664300.SGD","AVGO","LU2054465674.USD","LU2931357623.SGD","LU0109392836.USD","LU2764263039.SGD","LU0048584097.USD","LU1162221912.USD","LU0823434740.USD","LU0912757837.SGD","AMUU","BK4575","SG9999001424.SGD","AMDW","LU2089985449.USD","BK4527","AMDY","AMD","LU2462591350.SGD","BK4585","LU1244550577.SGD","LU0889565833.HKD","AMYY","BK4504","LU0158827781.USD","LINT","LU2089284900.SGD","LU0390134368.USD","BK4612","LU2458330243.SGD","LU0082616367.USD","INTW","BK4141","LU1951198990.SGD","IE000M9KFDE8.USD","LU1242518931.SGD","LU1989772840.SGD","LU1244550494.USD","LU1244550221.USD","BK4516","AMDS","BK4554","LU2764262908.HKD","LU2264538146.SGD","AMDL","LU1242518857.USD","LU0158827948.USD","IE00BKVL7J92.USD","LU0321505868.SGD","LU2148611432.USD","LU2720916845.USD","AMDU","BK4533","LU2242649171.HKD","BK4581","LU0267386448.USD","LU0823421333.USD","LU1951200564.SGD","LU2360106780.USD","BK4566","LU1720051017.SGD","LU0097036916.USD","LU1720051108.HKD","LU1989764664.SGD","LU2111349929.HKD","LU0154236417.USD","LU0314104364.USD","LU1791710400.SGD","LU1989772923.USD","IE00BMPRXR70.SGD","LU0823434583.USD","LU0823421416.USD","IE0009356076.USD","LU0127658192.USD","LU2028103732.USD","LU1880398554.USD","LU2133065610.SGD","LU2355687059.USD","IE00BMPRXN33.USD","BK4588","LU0056508442.USD","LU2860962120.EUR","LU0528227936.USD","LU2023251221.USD","BK4602","BK4534","LU1852331112.SGD","LU0882574139.USD","LU0642271901.SGD","BK4532","LU0274383776.USD","BK4127","LU1732800096.USD","LU0979878070.USD","LU0251132253.USD","BK4535","BK4515","LU2250418816.HKD","MU","BK4550","LU1988902786.USD","04335","IE0004445239.USD","BK4529","LU1791710582.SGD","LU1064131342.USD","LU2089283258.USD","LU0719512351.SGD","LU1074936037.SGD","ARM","LU0198837287.USD","LU0234570918.USD","LU1923623000.USD","LU0321505439.SGD","BK4579","AMDD","IE00B5949003.HKD","LU0557290698.USD","LU1880398471.USD","LU2764263203.CNY","LU1861559042.SGD","LU1303367103.USD","LU1363072403.SGD","INTC","LU0795875086.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636409266","title":"光模塊當前估值如何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2636409266","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636409266?lang=zh_tw&edition=fundamental","pubTime":"2026-05-17 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19:30","pubTimestamp":1779017400,"startTime":"0","endTime":"0","summary":"　　放眼全球，英伟达股价七连涨创历史新高，英伟达作为创业板人工智能先行指标，其持续走强，强化了市场对光模块等算力产业链的乐观预期。海外映射至A股表现，天孚通信、中际旭创盘中股价续创上市新高，光模块CPO占比超50%的创业板人工智能ETF华宝场内收跌1.14%回踩五日线，单日成交17亿元，交投居全市场AI主题ETF首位。行情背离基本面，多头加速进场，该ETF近10日狂揽5.35亿元，最新份额升至53.42亿份，续创上市以来新高！","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/money/fund/etf/2026-05-17/doc-inhyfhfi3450431.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1923623000.USD","LU1951198990.SGD","LU0957791311.USD","LU0323591593.USD","LU0154236417.USD","LU1720051017.SGD","LU1366333091.USD","NVDS","LU0943347566.SGD","LU1935043536.SGD","LU0061475181.USD","NVDD","LU0175139822.USD","LU2065171311.SGD","LU0210536198.USD","LU2265009873.SGD","LU1242518931.SGD","LU1868836591.USD","512510","LU1720051108.HKD","HK0000914686.HKD","LU2471134523.USD","LU1839511570.USD","LU1037948541.HKD","LU2433249047.HKD","LU0029864427.USD","LU0187121727.USD","IE00B1XK9C88.USD","IE0004086264.USD","BK4548","LU2552382132.HKD","LU1988902786.USD","LU2065169927.USD","000905.SH","LU1548497426.USD","LU0642271901.SGD","LU2290526834.HKD","LU0347712357.USD","LU0234572021.USD","IE00BJJMRY28.SGD","LU1815333072.USD","NVDB","NVDW","LU0640476718.USD","LU1935042488.USD","LU0557290698.USD","LU0310799852.SGD","LU2125154778.USD","LU2236285917.USD","LU1280957306.USD","LU2491050071.SGD","AAPL","IE0004445015.USD","LU2896262040.SGD","LU2322448957.HKD","BK4608","LU1934455194.USD","BK4554","BK4612","LU2168564149.EUR","HK0000304797.USD","LU0096364046.USD","LU0048584097.USD","LU0342679015.USD","LU2083900584.USD","LU2242650005.HKD","LU0096362180.USD","LU2505996509.AUD","LU2108987350.USD","SG9999014898.SGD","LU1868836757.USD","07788","IE0009356076.USD","LU1934455863.HKD","LU1400636491.USD","LU2462591277.SGD","LU1571399168.USD","LU1861215975.USD","LU0081259029.USD","LU1066053197.SGD","LU2089283258.USD","IE00BFSS8Q28.SGD","LU1244550221.USD","IE00BYXW3230.USD","LU2271345857.HKD","2NVD.UK","LU1674673691.USD","LU2063271972.USD","LU1145028129.USD","LU0006306889.USD","LU0133085943.USD","LU0225283273.USD","LU1992135399.USD","IE00B4JS1V06.HKD","LU0080751232.USD","LU2264538146.SGD","LU0234570918.USD","IE000YTNTUN2.SGD","LU1366192091.USD","AMZN","LU1815336760.USD","LU0215105999.USD","LU2746668461.USD","LU1699723380.USD","LU1778281490.HKD","SG9999015986.USD","BK4588","LU0444971666.USD","LU0689472784.USD","LU2471134796.USD","LU1037948897.HKD","LU0061474960.USD","LU2237957811.SGD","LU1989764748.USD","LU1974910355.USD","516020","IE00BMPRXQ63.HKD","IE00B19Z9505.USD","LU2360107168.USD","LU2023251221.USD","399001","SGXZ31699556.SGD","07234","LU0882574139.USD","LU2125154935.USD","LU1267930490.SGD","LU1712237335.SGD","LU2357305700.SGD","LU0276348264.USD","IE00B19Z8X17.USD","159967","HK0000914660.USD","LU0345768740.USD","NVD3.UK","LU2552382215.SGD","META","IE00BQXX3D17.EUR","IE00B3SWFQ91.USD","LU1623119135.USD","LU0256863811.USD","LU2087625088.SGD","LU2458330169.SGD","LU0444973449.USD","BK4581","LU1633808545.USD","IE0034235295.USD","IE00B5949003.HKD","LU1435385759.SGD","LU2168564495.EUR","LU2237957902.USD","LU0345768153.USD","LU1400636574.HKD","SG9999001424.SGD","LU0289961442.SGD","LU0266013472.USD","LU2168564222.USD","LU2092627202.USD","LU0251132253.USD","IE00B3M56506.USD","LU1496350502.SGD","LU2286300806.USD","LU1721428933.USD","LU0210533765.USD","LU1323610961.USD","LU2092937148.SGD","SG9999015952.SGD","520880","LU1153585028.USD","LU0265550946.USD","BK4534","LU1989772923.USD","IE00BMPRXR70.SGD","LU2168564065.EUR","LU0472753341.HKD","DIPS","LU1066051225.USD","LU1674673428.USD","LU0267386448.USD","NVIW.SI","LU0823434740.USD","LU0107464264.USD","LU1989764664.SGD","LU2491050154.USD","SG9999015358.SGD","LU0265550359.USD","LU2168563687.JPY","IE0034235188.USD","IE000W1ABFV2.USD","510880","BK4551","NVYY","LU0979878070.USD","BK4549","IE00BN29S564.USD","LU2954938101.SGD","LU2360106780.USD","LU0124676726.USD","LU0476273544.USD","LU0011850046.USD","BK4543","NVDG","LU2999663052.SGD","SG9999014914.USD","LU2237438978.USD","LU2458330243.SGD","IE00B775H168.HKD","LU1127390331.HKD","LU0238689110.USD","LU0820561818.USD","LU2931357623.SGD","LU0868494708.USD","LU2361044865.SGD","LU1116320737.USD","IE00BKPKM429.USD","LU1316542783.SGD","LU0511384066.AUD","BK4503","LU0070217475.USD","LU2505996681.GBP","IE00BWXC8680.SGD","LU1496350171.SGD","BK4585","LU0289960550.SGD","LU0787776722.HKD","LU1551013425.SGD","LU0354030511.USD","LU1400636657.SGD","LU1069344957.HKD","LU2213496289.HKD","IE00B19Z8W00.USD","IE00BQXX3F31.USD","LU1821325948.USD","LU2249611893.SGD","LU0143551892.USD","LU0719512351.SGD","SG9999015341.SGD","LU1861220033.SGD","LU2191332357.HKD","SG9999002232.USD","LU0174119429.USD","LU1670756490.USD","L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| 英偉達財報與聯儲局會議紀要來襲；谷歌I/O大會將於19日-20日舉行；三星勞資復談18日舉行","url":"https://stock-news.laohu8.com/highlight/detail?id=1159083566","media":"老虎资讯综合","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159083566?lang=zh_tw&edition=fundamental","pubTime":"2026-05-18 06:48","pubTimestamp":1779058116,"startTime":"0","endTime":"0","summary":"周四凌晨2点，美联储将公布4月28-29日FOMC会议的纪要，此次会议是鲍威尔作为美联储主席的最后一次会议。市场预计，英伟达一季度营收将达约800亿美元。他同时指出，定于18日举行的劳资复谈是“阻止罢工的最后机会”，双方均不可轻视此次协商的分量。谷歌Google I/O 2026开发者大会将于19日-20日举行谷歌I/O 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15:31","pubTimestamp":1779003060,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　5月18日，国家统计局将公布4月工业增加值、固定资产投资、社零等经济数据。此外，国家统计局将公布70个大中城市住宅销售价格月度报告。　　根据“十个工作日”原则，本轮调价窗口为5月21日24时。　　16日，中国外交部发言人宣布：俄罗斯总统普京将于5月19日至20日对中国进行国事访问。","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/stock/marketresearch/2026-05-17/doc-inhyevrp3619454.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":["IE00BJLML261.HKD","LU0310799852.SGD","LU2237443382.USD","LU1366192091.USD","LU1043141396.HKD","LU2125909247.SGD","IE000SO60NU8.SGD","LU1778281490.HKD","LU0070217475.USD","LU0345769128.USD","LU0079474960.USD","LU0823421416.USD","GGLS","IE00BZ199S13.USD","HK0000819398.USD","LU2242650005.HKD","LU0316494557.USD","LU2264538146.SGD","GOOP","LU0203201768.USD","BK4581","LU1951198990.SGD","LU0077335932.USD","LU2360106780.USD","00857","LU0690374961.EUR","HK0000532082.HKD","LU0784385170.HKD","IE0000B7K699.USD","LU0158827948.USD","LU0348723411.USD","LU2023250504.SGD","LU2168564065.EUR","LU2491050071.SGD","LU0787776722.HKD","LU2168564222.USD","LU0068578508.USD","LU0256863811.USD","LU0784384876.USD","IE00B4JS1V06.HKD","LU0964807845.USD","LU1935042991.SGD","LU0494093205.USD","LU0061474960.USD","LU1803068623.USD","LU0788109477.HKD","LU0162691827.USD","LU0640476718.USD","LU2237443978.SGD","IE00BK4W5L77.USD","IE00BYXW3230.USD","LU0056508442.USD","LU0823434740.USD","LU0957808578.USD","LU2756315318.SGD","LU2746668461.USD","BK4548","SG9999015952.SGD","LU0823434583.USD","LU2357627491.SGD","SG9999015945.SGD","LU0011850046.USD","IE00BKDWB100.SGD","BK4503","LU1032955483.USD","LU0345768153.USD","LU2028103732.USD","IE00BJTD4N35.SGD","LU0130103400.USD","IE00BFXG0V08.USD","SG9999015978.USD","LU1551013425.SGD","LU1035775433.USD","LU0143551892.USD","SINA","LU0784385840.USD","LU0211326755.USD","LU0949170426.SGD","LU0417517546.SGD","LU1791710582.SGD","LU2271345857.HKD","BK4554","LU0072462426.USD","IE00BFSS8Q28.SGD","BK4525","LU0124676726.USD","LU0496365809.HKD","LU0314106906.USD","LU0444971666.USD","LU1935043023.USD","LU1868836914.USD","LU2063271972.USD","LU1571399168.USD","LU1914381329.SGD","LU1323610961.USD","LU0149725797.USD","LU0354030438.USD","IE00BBT3K403.USD","IE00B7SZLL34.SGD","LU0256863902.USD","LU1267930227.SGD","LU2458330169.SGD","BK4579","LU0096364046.USD","IE000M9KFDE8.USD","LU0238689110.USD","LU2098885051.SGD","IE00BKPKM429.USD","LU1196500208.SGD","LU2471134796.USD","SG9999017495.SGD","IE0034235303.USD","LU2237443622.USD","LU0648000940.SGD","SGXZ99366536.SGD","LU0251132253.USD","BK4612","LU2236285917.USD","LU0784383803.USD","IE0004091025.USD","LU1923623000.USD","LU0053666078.USD","LU0861579265.USD","LU2746668974.SGD","LU0234570918.USD","LU0096362180.USD","SGXZ81514606.USD","LU0061474705.USD","BK4507","LU0203347892.USD","LU2433249047.HKD","LU2764263203.CNY","LU1989772923.USD","LU2054465674.USD","LU1699723380.USD","LU1116320901.HKD","IE00B5949003.HKD","LU0106261372.USD","LU0889565833.HKD","LU2326559502.SGD","IE0034235295.USD","LU2756315664.SGD","LU0957791311.USD","399399","IE00BLSP4239.USD","LU0133085943.USD","BK4543","LU0211331839.USD","LU1043141123.HKD","LU1951200564.SGD","LU0323591593.USD","LU2065171311.SGD","LU0080751232.USD","LU1934455194.USD","BK4602","LU0310800965.SGD","LU0320765489.SGD","IE00B1BXHZ80.USD","LU1301847155.USD","LU2089284900.SGD","LU2089283258.USD","GOOY","BK4588","LU0069063385.USD","LU0130102774.USD","LU0265550359.USD","GGLL","LU0719512351.SGD","SG9999015986.USD","LU1244550494.USD","160723","LU0302445910.USD","LU1923622614.USD","LU1988902786.USD","LU1645745479.HKD","GB00B4QBRK32.GBP","LU2087621335.USD","LU2362540622.SGD","LU2637965513.SGD","LU1127390331.HKD","LU2471134523.USD","LU2403377893.USD","LU0094547139.USD","LU2237443465.HKD","LU1917777945.USD","LU1280957306.USD","LU1430594728.SGD","IE0005OL40V9.USD","IE00B19Z8X17.USD","LU2244417387.USD","UCO","IE00BYQQ9H92.USD","LU0157215616.USD","LU2463028550.USD","BK4077","LU2211815571.USD","LU1823568750.SGD","LU1691799644.USD","IE0004445015.USD","LU2023250843.SGD","LU2092937148.SGD","LU0545039389.USD","LU0477156797.USD","LU1815336760.USD","LU0511384066.AUD","IE00BJJMRX11.SGD","LU2065170008.USD","LU2430703178.SGD","LU0127658192.USD","IE00BN29S564.USD","USJW.SI","SG9999018857.SGD","LU0345769631.USD","LU2750360997.AUD","LU1674673428.USD","SG9999001077.SGD","LU2430703095.HKD","LU2092627202.USD","LU0354030511.USD","LU1201861165.SGD","LU1267930813.SGD","LU0203202063.USD","LU0889566641.SGD","LU0976567544.SGD","IE00BDCRKT87.USD","BK4585","BK4553","LU0210528500.USD","SG9999015341.SGD","BK4527","LU0211326839.USD","LU1069347547.HKD","LU1119994496.HKD","LU1551013342.USD","LU0553294199.USD","LU2213496289.HKD","IE00BJJMRY28.SGD","LU2860962120.EUR","IE00B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13:21","pubTimestamp":1778995260,"startTime":"0","endTime":"0","summary":"　　5月15日-5月17日，“第十八届轩辕汽车蓝皮书论坛”在广州举行，主题为“转折”。蔚来创始人、董事长、CEO李斌线上参与对话。　　谈及推出“萤火虫”品牌的初衷，李斌表示，每个品牌的精神内涵区别很大，面向的目标用户群也不同。李斌表示，萤火虫打破了年龄层次的限制，从某种程度上也打破了购车预算的限制。　　他形容，现在的萤火虫很像iPhone，它已经变成了一款非常高品质的产品。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8520631cb6cc6885295cb492549dccff","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-05-17/doc-inhyerim1841214.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":["LU1066051811.HKD","LU0072462426.USD","BK4526","LU2430703251.USD","AAPU","LU1069344957.HKD","BK4532","LU0320765059.SGD","IE00BN29S564.USD","LU0070217475.USD","LU3102509885.SGD","LU1571399168.USD","IE000SO60NU8.SGD","LU2471134952.CNY","LU1116320901.HKD","LU0127658192.USD","LU0942090050.USD","IE0000B7K699.USD","SG9999018865.SGD","LU1003077747.HKD","LU2637965513.SGD","LU2360106780.USD","IE00BJJMRX11.SGD","HK0000306685.HKD","BK4515","LU0238689110.USD","LU0788109477.HKD","IE0005OL40V9.USD","LU2361044865.SGD","LU0957791311.USD","HK0000306701.USD","LU1267930490.SGD","SG9999015945.SGD","AAPD","SG9999014880.SGD","LU1496350502.SGD","LU1066051498.USD","LU2168564149.EUR","IE000BZT7R73.USD","LU1803068979.SGD","IE00BDCRKT87.USD","LU2242650005.HKD","LU0158827781.USD","BK4574","BK4531","LU1642822529.SGD","BK4576","LU0096362180.USD","LU0052750758.USD","LU1814569148.SGD","LU2065170008.USD","SG9999002224.SGD","LU1791710400.SGD","AAPX","LU0528227936.USD","LU2028103732.USD","LU2552382215.SGD","LU2471134879.HKD","IE00B775SV38.USD","LU1582986359.USD","BK4571","LU2265009873.SGD","LU0786609619.USD","LU1066053197.SGD","LU0314106906.USD","LU1815333072.USD","LU0348723411.USD","IE0009G5SDU7.USD","IE00B19Z9505.USD","LU0957808578.USD","LU0234572021.USD","LU1935042991.SGD","LU1232071149.USD","LU2097344431.USD","LU0310799852.SGD","LU1551013425.SGD","LU1868836914.USD","LU0345770308.USD","BK4534","LU0417517546.SGD","AAPB","LU0444973449.USD","LU1989772923.USD","LU1267930730.SGD","IE0004445239.USD","LU0157215616.USD","LU2347655073.USD","HK0000914686.HKD","LU2237443622.USD","IE0004086264.USD","LU2286300806.USD","LU0823421333.USD","LU0345768153.USD","LU2087625088.SGD","IE0001KFT4U8.USD","IE00BLSP4452.SGD","BK4501","SG9999000418.SGD","IE00B5949003.HKD","SG9999014914.USD","LU0096364046.USD","LU1244550494.USD","LU2111349929.HKD","LU2746668974.SGD","LU1551013342.USD","LU2100268510.USD","LU1548497426.USD","LU0820561909.HKD","BK4598","LU0149725797.USD","LU0689472784.USD","IE00BLSP4239.USD","LU0965509101.SGD","LU1119994496.HKD","LU2357305700.SGD","LU2505996681.GBP","LU2552382058.USD","LU0203201768.USD","BK4585","MACW.SI","LU0053666078.USD","IE00B7KXQ091.USD","LU0557290698.USD","SG9999002232.USD","IE000W1ABFV2.USD","IE00BWXC8680.SGD","BK4554","LU0708994859.HKD","LU2602419157.SGD","BK4592","LU1582986433.USD","HK0000819398.USD","LU0082616367.USD","LU0476273544.USD","LU0965509010.AUD","BK4505","LU0466842654.USD","LU1366333091.USD","LU1301847155.USD","LU1804176565.USD","LU0314104364.USD","IE00BFSS7M15.SGD","IE00BDRTCR15.USD","LU1720051017.SGD","LU2264538146.SGD","IE00B19Z8X17.USD","LU2065171311.SGD","BK1119","LU2954938101.SGD","LU0256863902.USD","SG9999018857.SGD","LU2403377893.USD","LU1035775433.USD","LU1629891620.HKD","LU1868836591.USD","LU1935043023.USD","LU1316542783.SGD","BK4575","IE0004091025.USD","IE0004445015.USD","SG9999015978.USD","IE00BFSS8Q28.SGD","LU2087621335.USD","LU0289739343.SGD","SG9999015952.SGD","IE000WAW04H5.SGD","LU0965509283.SGD","LU2089283258.USD","LU0689626769.HKD","LU0029864427.USD","LU0154236417.USD","LU0011850046.USD","LU1852331112.SGD","LU0174119429.USD","LU0170899867.USD","IE00B775H168.HKD","IE00B1BXHZ80.USD","LU0965508806.USD","IE00B3S45H60.SGD","IE00BJTD4N35.SGD","LU2108987350.USD","LU2236285917.USD","LU1116320737.USD","LU1989764748.USD","LU1989771016.USD","LU1791710582.SGD","LU1868836757.USD","LU2999663052.SGD","LU2023250330.USD","IE00B4JS1V06.HKD","LU2237443382.USD","AAPW","LU2168563687.JPY","LU1242518931.SGD","LU0726765562.USD","LU0672654240.SGD","LU1699723380.USD","BK4099","LU0077335932.USD","AAPY","LU0823421416.USD","BK4512","BK4548","LU0444971666.USD","LU1206712785.SGD","LU1674673691.USD","LU2552382132.HKD","IE0034235295.USD","LU0316494557.USD","LU0861579265.USD","LU0323591593.USD","LU0868494617.USD","IE0009356076.USD","LU0795875086.SGD","LU0345770993.USD","LU2089284900.SGD","IE00BZ1G4Q59.USD","LU0784384876.USD","NIO","LU2462591277.SGD","LU2092937148.SGD","LU0211327993.USD","LU2191332357.HKD","LU0345769631.USD","LU1974910355.USD","LU0234570918.USD","LU2237443895.HKD","LU2237443549.SGD","IE00BK4W5M84.HKD","LU1988902786.USD","LU0198837287.USD","LU2452424414.USD","BK4509","LU2271345857.HKD","LU0081259029.USD","IE000YTNTUN2.SGD","LU2361044949.HKD","LU0308772762.SGD","IE00BKDWB1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11:11","pubTimestamp":1778987460,"startTime":"0","endTime":"0","summary":"　　摩根大通发布研报称，将阿里巴巴-W2027及2028财年经调整每股盈利预测分别上调4%及3%，以反映云端利润率前景改善。该行将阿里H股目标价由195港元上调至200港元，阿里美股目标价则由200美元上调至205美元，均维持“增持”评级。　　小摩对阿里巴巴未来12个月结构性增长信心升级。　　该行指出，按分类加总估值法计算，阿里云的隐含价值远超目前合并股权中的定价。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2026-05-17/doc-inhyekzt3787426.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":["LU0029875118.USD","LU0823426480.USD","LU1251922891.USD","LU0516422440.USD","LU0700851271.USD","LU0594300419.USD","LU0261947096.USD","LU0456846285.SGD","LU0326950275.SGD","LU0149534421.HKD","LU0456827905.SGD","BK4575","LU0572944931.SGD","LU0737861699.HKD","HK0000306685.HKD","LU0293314216.USD","LU2294711473.HKD","LU1211504680.USD","BK4588","LU0264606111.USD","BK4558","LU0128522157.USD","LU0196878994.USD","HBBD.SI","LU0096374516.USD","LU0143863784.USD","LU0593848301.USD","LU0315178854.USD","LU0651946864.USD","LU0738911758.USD","BK4607","LU1224444064.USD","LU1823568750.SGD","LU2257852520.SGD","LU0819121731.USD","BK4587","LU0648948544.HKD","BK4502","BK4581","BK4527","LU2242644610.SGD","BK4548","LU0049853897.USD","BBYY","LU1642822792.SGD","LU0823397285.USD","LU0164865239.USD","LU0359201885.HKD","LU1282651048.USD","BK1575","LU1048484197.HKD","LU0210526637.USD","SG9999000327.SGD","LU0630378429.USD","LU0084288322.USD","LU0868486357.SGD","LU0784639295.USD","LU0862451753.SGD","LU0823397103.USD","LU0871576103.HKD","LU1981816686.USD","BK4533","BK1142","LU0455707207.USD","HK0000107257.USD","LU0762541174.USD","LU0348827113.USD","HK0000320264.USD","LU2226246903.HKD","LU0384037296.USD","IE00BZ08YT58.USD","LU2293587155.HKD","SG9999000459.SGD","LU0054237671.USD","LU0348816934.USD","LU2097828714.EUR","BK1586","LU0531970944.HKD","LU2097828805.USD","BK1615","BK4220","LU1808992512.USD","LU1769817179.HKD","LU0048597586.USD","LU0043850808.USD","LU0577902611.USD","LU0417516571.SGD","BK4526","LU0634319403.HKD","LU0828237940.HKD","SG9999006597.SGD","BK4503","LU0117844026.USD","LU0561508036.HKD","LU0821914370.USD","SG9999002562.SGD","LU1282649067.USD","LU0918141705.HKD","LU1807302812.USD","LU0449509016.USD","LU0823039010.USD","LU0831103253.SGD","LU0791590937.USD","LU1719994722.HKD","IE00BMPRXN33.USD","LU2097828631.EUR","LU0737861772.HKD","LU0164872284.USD","LU0516422366.SGD","LU0181495838.USD","LU0417516902.SGD","LU2097829019.USD","LU0229945570.USD","SG9999004220.SGD","SG9999001093.SGD","LU0608807433.USD","LU1196710864.SGD","LU0577902538.SGD","LU1282649141.HKD","LU0890818403.SGD","LU1152091168.USD","LU2087589342.USD","LU1046421795.USD","LU0261950983.USD","LU0831093199.SGD","LU0169518387.USD","LU0651947912.USD","LU0477156797.USD","LU2125910500.SGD","LU0072913022.USD","LU0396098781.USD","LU1880398471.USD","LU0588545490.SGD","LU0589944569.HKD","LU0708995153.HKD","IE0008368304.USD","LU0164880469.USD","LU2476274308.USD","LU0254981946.USD","LU0051755006.USD","LU1282651121.HKD","LU0541501648.USD","LU0348814723.USD","LU0648000940.SGD","LU0211977185.USD","LU0315179316.USD","LU2449936058.SGD","LU1515016050.SGD","LU0251144936.SGD","LU0244354667.USD","LU1115378108.SGD","LU0588545904.SGD","LU1831875114.USD","LU0348788117.USD","LU1810669033.SGD","BK4538","LU0197773673.USD","LU1655091459.SGD","IE00B3M56506.USD","LU1242518857.USD","LU0128525689.USD","LU0327786744.USD","LU0499858602.USD","LU2045819591.USD","BK4534","SGXZ62798434.SGD","LU0143863198.USD","LU0370786039.SGD","LU0823038988.USD","SG9999001051.SGD","SG9999014674.SGD","LU1051768304.USD","SGXZ86797644.SGD","LU0577902454.USD","BABW","LU0320764755.SGD","LU0543330483.HKD","LU1868837565.USD","LU0054450605.USD","LU0328353924.USD","HK0000306701.USD","BK1502","LU0594300179.USD","IE00BZ08YS42.EUR","LU1152091754.HKD","89988","LU1242518931.SGD","HK0000320223.HKD","LU2097828557.USD","LU0417516738.SGD","LU1880383440.USD","LU0661504455.SGD","LU0886674414.USD","LU1201861165.SGD","LU0607220059.USD","LU0173614495.USD","LU0165289439.USD","LU0516423174.USD","LU0067412154.USD","LU0048580855.USD","LU1046422090.SGD","BABX","LU0287142896.SGD","LU0541502299.USD","LU0197773160.USD","LU0898667661.SGD","LU0499858438.USD","LU0456842615.SGD","LU0052756011.USD","LU0708995583.HKD","LU2039709279.SGD","LU2148611432.USD","LU0572939691.SGD","SGXZ90724238.SGD","LU0251143458.SGD","LU1235294995.USD","LU0228659784.USD","LU0611395673.USD","LU1282649810.SGD","LU0348735423.USD","LU1769817096.USD","LU1956131251.USD","LU0449515922.USD","LU0797268264.HKD","BK4543","LU0531971595.HKD","LU1328277881.USD","LU1316542783.SGD","LU1568876335.HKD","LU0127658192.USD","LU0488056044.USD","LU0979878070.USD","LU0823041008.USD","LU1770034418.SGD","LU0011963245.USD","LU0359201612.USD","LU0106259558.USD","LU2778985437.USD","LU1267930227.SG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AI業務加速增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2636093900","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636093900?lang=zh_tw&edition=fundamental","pubTime":"2026-05-17 11:09","pubTimestamp":1778987340,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　国金证券发布研报称，阿里芯片+云+模型三位一体，是国内全栈AI龙头，云业务加速增长，即时零售有望显著减亏。阿里巴巴-W（09988）预计FY2027-2029年经调整归母净利润分别为974.97/1438.90/1919.77亿元，对应经调整PE分别为23.5/15.9/11.9倍，维持“买入”评级。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2026-05-17/doc-inhyekzp1921192.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2045819591.USD","LU0823413660.USD","BK1521","SG9999000327.SGD","LU2293587155.HKD","LU1769817179.HKD","LU0067412154.USD","IE00BMPRXR70.SGD","BK4565","IE00BFMHRM44.USD","LU1439103000.SGD","BK4581","LU0886674414.USD","LU0871576103.HKD","BK1615","LU0048388663.USD","LU0588545904.SGD","BABA","LU0784639295.USD","LU0348735423.USD","LU0502904849.HKD","BK1588","LU0661504455.SGD","SGXZ90724238.SGD","LU0315178854.USD","LU0499858438.USD","LU1282651121.HKD","LU0261947096.USD","LU1880383440.USD","LU0197773160.USD","BK4607","LU2488822045.USD","LU0862451753.SGD","LU0096374516.USD","LU0469268626.HKD","SG9999001226.SGD","IE00BZ08YR35.GBP","HBBD.SI","LU0165289439.USD","LU0572939691.SGD","LU1770034418.SGD","LU0516422366.SGD","LU1235294995.USD","LU1051768304.USD","LU0370786039.SGD","LU1196710864.SGD","BK4504","LU2097829019.USD","LU0541502299.USD","LU1880383366.USD","LU0431992006.USD","LU0865486749.SGD","BK4548","LU0516422952.EUR","LU0052750758.USD","LU0132412106.USD","LU0054237671.USD","LU0261950983.USD","LU0117841782.USD","LU1328615791.USD","LU2476274308.USD","BK1608","LU0531970944.HKD","LU1048596156.SGD","LU0143863198.USD","LU1046422090.SGD","IE0032431581.USD","LU0417516571.SGD","LU0449509016.USD","LU1044874839.SGD","LU0456842615.SGD","LU1993786604.SGD","LU0043850808.USD","LU0049853897.USD","LU1282649067.USD","LU1868838027.USD","LU0642271901.SGD","LU1720050803.USD","LU0501845795.SGD","LU0762542818.HKD","LU0823397285.USD","LU0545039389.USD","SG9999006597.SGD","IE00BZ08YT58.USD","LU0128522744.USD","LU0797268264.HKD","SG9999002562.SGD","LU1688375341.USD","LU0823426308.USD","LU0541501648.USD","IE00BMPRXN33.USD","LU0084288322.USD","LU0634319403.HKD","LU0029874905.USD","LU0588545490.SGD","BK4526","LU0589944569.HKD","LU0828237940.HKD","LU0593848301.USD","LU2357305700.SGD","IE00BZ08YS42.EUR","IE00B0JY6N72.USD","LU0516423174.USD","BK1502","LU2476274720.SGD","LU1720051017.SGD","LU1303224171.USD","LU1201861165.SGD","LU1008478684.HKD","SG9999000459.SGD","LU0348788117.USD","BABU","BK4588","LU0047713382.USD","LU0651946864.USD","LU0648000940.SGD","LU1044876610.USD","LU0640798160.USD","89988","SG9999006514.SGD","LU0708995583.HKD","LU1720051108.HKD","LU2087589342.USD","LU0828237510.HKD","LU0738911758.USD","SGXZ62798434.SGD","SG9999002463.SGD","IE00BF5LJ272.USD","LU0823041008.USD","LU0348814723.USD","BK4122","LU2257852520.SGD","LU0540923850.HKD","BK4534","BK4503","LU0039217434.USD","LU1568876335.HKD","BK4554","LU0553294199.USD","09988","LU1813983027.USD","LU0898667661.SGD","LU2125910500.SGD","LU0737861699.HKD","LU1282648689.USD","LU2148611432.USD","LU0831103253.SGD","LU0196878994.USD","LU0608807946.USD","LU1188198961.HKD","LU0577902371.SGD","IE00B5MMRT66.SGD","LU0029875118.USD","LU0607220059.USD","LU0348783662.USD","BK1586","LU0169518387.USD","LU1868837565.USD","LU0345776255.USD","LU1003077747.HKD","LU1960683339.HKD","BK4587","LU0061477393.USD","LU0326950275.SGD","LU1769817096.USD","LU0608807433.USD","LU1481107354.HKD","LU1242518857.USD","LU0072913022.USD","LU1807302812.USD","BK1591","LU0348816934.USD","LU0918141705.HKD","LU0164865239.USD","LU0823038988.USD","LU0949170772.SGD","LU0456827905.SGD","LU1023057109.AUD","HK0000320223.HKD","LU0307460666.USD","LU0163747925.USD","LU2097828557.USD","LU1366334578.USD","LU0164872284.USD","LU0396098781.USD","LU1115378108.SGD","LU1282649141.HKD","LU1823568750.SGD","LU0214875030.USD","IE00B543WZ88.USD","LU1224709979.USD","LU0293314216.USD","LU0819123356.HKD","HK0000151867.HKD","LU0106259558.USD","LU0477156797.USD","LU0516423091.SGD","LU1152091168.USD","LU1642822792.SGD","LU0791591158.USD","LU1808992512.USD","LU1224444064.USD","HK0000286598.CNH","SG9999001689.USD","LU0231483743.USD","LU0979878070.USD","LU0128522157.USD","LU0499858602.USD","LU0348805143.USD","LU0880133367.SGD","LU0762541174.USD","LU0823426480.USD","BK1501","LU0348825331.USD","LU1048484197.HKD","LU1251922891.USD","BK4527","BK1517","LU0235996351.USD","LU0862451837.USD","LU0823040885.USD","LU0572940350.SGD","LU0106959298.USD","LU0791590937.USD","SG9999001903.USD","LU0630378429.USD","LU0327786744.USD","LU0543330483.HKD","LU1719994722.HKD","LU1328277881.USD","LU0251143458.SGD","LU0890818403.SGD","LU0117844026.USD","LU0211977185.USD","BK4535","LU0561508036.HKD","LU07625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