Wall Street Insights - To The Moon

Latest News

15:06

“AI最紧瓶颈”！存储的影响已扩展至宏观经济，加剧整体通胀

“AI最紧瓶颈”！存储的影响已扩展至宏观经济，加剧整体通胀

11:31

相比“开源模型”，“前沿模型”溢价类似“奢侈品包包”！德银：这可能导致市场重估AI

相比“开源模型”，“前沿模型”溢价类似“奢侈品包包”！德银：这可能导致市场重估AI

10:59

学习英伟达“好榜样”，谷歌和博通都开始“有样学样”，开启“AI芯片闭环”

学习英伟达“好榜样”，谷歌和博通都开始“有样学样”，开启“AI芯片闭环”

User Discussion

05-26

MU already price in 2027

Storage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026

05-08

1

Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

05-08

Q

Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

05-08

1

Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

长期主义的Cooper

05-08

1

Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

05-08

1

"TACO" is out of date and Wall Street flooded with "NACHO" deals!

05-08

g

TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum

04-07

Nice to know

The Other Side of Altman: Lies, Schemes and Trillion Bets

04-07

Mark

IEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering "Black April"!

04-06

mark

The most exciting "research"? "Online celebrity AI Research Institute": Public data missed 50% of Hormuz's real traffic

04-05

Wow

AI computing power is fatally injured! Broadcom Director Names "Three Bottlenecks", Capacity Gap Fears to Last Until 2027

{"i18n":{"language":"en_US"},"financialEventData":{"themeId":"6e7a4338b1034ad785d5025385d8625c","name":"Wall Street Insights","description":"Keep a close eye on the global financial market, covering the stock market, foreign exchange, bonds, commodities, etc.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1773992467903,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":6e7a4338b1034ad785d5025385d8625c}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":true,"subscriberCount":51505,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":90,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Wall Street Insights","tweetAmount":90,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[{"id":711489,"article_id":"2644062450","title":"“AI最紧瓶颈”！存储的影响已扩展至宏观经济，加剧整体通胀","subtitle":"","subtitle_show":0,"pub_time":1781939188000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775113","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":711482,"article_id":"2644706497","title":"相比“开源模型”，“前沿模型”溢价类似“奢侈品包包”！德银：这可能导致市场重估AI","subtitle":"","subtitle_show":0,"pub_time":1781926318000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775111","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":711458,"article_id":"2644061792","title":"学习英伟达“好榜样”，谷歌和博通都开始“有样学样”，开启“AI芯片闭环”","subtitle":"","subtitle_show":0,"pub_time":1781924354100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775105","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NVDA":1.96,"GOOG":1.94,"AVGO":1.91,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"AVGG":0.6,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"DIPS":0.6,"GOOP":0.6,"GOOX":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"USJW.SI":0.6},"rights":null},{"id":711461,"article_id":"2644061071","title":"“新美联储通讯社”：1996还是1999？沃什的第一场考验是“如何看AI”","subtitle":"","subtitle_show":0,"pub_time":1781924275100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775106","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"AIPO":1.5,"ARTY":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5},"rights":null},{"id":711479,"article_id":"2644206496","title":"德银“向沃什投降”：今年将加息50基点，甚至可能在7月提前加息","subtitle":"","subtitle_show":0,"pub_time":1781923825000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775110","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DB":1.94},"rights":null},{"id":711474,"article_id":"2644606456","title":"鸿海董事长：每1GW Vera Rubin数据中心，资本开支高达470亿美元，每年电力成本13亿美元","subtitle":"","subtitle_show":0,"pub_time":1781922221000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775108","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159146":1.5,"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":711470,"article_id":"2644406433","title":"1192亿美元！本周美股吸引创纪录资金，投资者涌向科技股","subtitle":"","subtitle_show":0,"pub_time":1781921165000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775107","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03086":1.5,"TTTN":1.5,"VGT":1.5,"XLK":1.5,"02834":0.6,"03034":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6},"rights":null},{"id":711431,"article_id":"2644095069","title":"英国内斗升级！伯纳姆补选大胜、接班概率升破90%，内阁大臣被曝要求斯塔默定下台时间","subtitle":"","subtitle_show":0,"pub_time":1781907911000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775102","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":711428,"article_id":"2644606924","title":"高盛警惕美股：地缘动能趋于停滞，CTA下行不对称风险凸显","subtitle":"","subtitle_show":0,"pub_time":1781906968000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775101","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPY":2,"CTA":1.5,"GSX":0.6},"rights":null},{"id":711408,"article_id":"2644658400","title":"以黎局势挑动市场神经，欧股一度转涨，布油艰难反弹，美元跌落一年高位","subtitle":"","subtitle_show":0,"pub_time":1781892899000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775100","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"QMmain":1.5,"VXUS":1.5,"VGK":1.5,"UUP":1.5,"USO":1.5,"UDN":1.5,"UCO":1.5,"SCO":1.5,"IEV":1.5,"CLmain":1.5,"DBO":1.5,"BZmain":0.6,"DWT":0.6,"DUG":0.6,"DDG":0.6},"rights":null},{"id":711390,"article_id":"2644805097","title":"伊朗否认霍尔木兹关闭，暂免通行费但未来或加收保险费，美军称20余船已通过海峡","subtitle":"","subtitle_show":0,"pub_time":1781884430000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775099","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":711330,"article_id":"2644054761","title":"任命前SK海力士CEO领导封装业务，英特尔股价大涨10%创新高","subtitle":"","subtitle_show":0,"pub_time":1781871788000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775097","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.98,"INTC":1.98,"INTW":0.6,"LINT":0.6},"rights":null},{"id":711323,"article_id":"2644705443","title":"谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI","subtitle":"","subtitle_show":0,"pub_time":1781871739200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775088","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GOOGL":2,"MSFT":1.93,"GOOG":1.92,"CRM":1.84,"SNOW":1.81,"CRMG":0.6,"GGLL":0.6,"GGLS":0.6,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"SNOU":0.6,"SNOY":0.6},"rights":null},{"id":711316,"article_id":"2644054430","title":"从\"Token竞赛\"到\"Token节流\"：月人均成本7500美元，天价账单倒逼巨头集体踩刹车","subtitle":"","subtitle_show":0,"pub_time":1781870655000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775094","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":711319,"article_id":"2644432054","title":"8000万桶原油，准备通过霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1781870643000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775096","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UCO":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"GUSH":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5,"QMmain":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"CLmain":1.5,"MCLmain":1.5,"DWT":0.6,"DDG":0.6,"BZmain":0.6},"rights":null},{"id":711306,"article_id":"2644054912","title":"美元反弹终结新兴市场货币牛市，年内最热外汇交易急速降温","subtitle":"","subtitle_show":0,"pub_time":1781869595000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775095","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EDC":1.5,"EDZ":1.5,"EEM":1.5,"EEMO":1.5,"EMXC":1.5,"UDN":1.5,"UUP":1.5,"VWO":1.5},"rights":null},{"id":711301,"article_id":"2644054535","title":"SemiAnalysis：半数2026年美国数据中心将取消？这是被\"AI编码\"出来的假警报","subtitle":"","subtitle_show":0,"pub_time":1781868324000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775091","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":711228,"article_id":"2644059307","title":"沃什放鹰，美元“转折点”来了？","subtitle":"","subtitle_show":0,"pub_time":1781863980600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775084","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"NQmain":2,"USDindex.FOREX":2.1,"YMmain":2},"rights":null},{"id":711249,"article_id":"2644059270","title":"能源成本推升通胀压力！韩国5月PPI同比涨8.5% 创近四年新高","subtitle":"","subtitle_show":0,"pub_time":1781862715000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775089","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"PPI":1.5},"rights":null},{"id":711240,"article_id":"2644059409","title":"Momenta港股上市迈出关键一步","subtitle":"","subtitle_show":0,"pub_time":1781859782000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775086","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5,"VXUS":1.5},"rights":null},{"id":711243,"article_id":"2644505940","title":"甲醇电动加速落子香港","subtitle":"","subtitle_show":0,"pub_time":1781859544000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775085","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":711194,"article_id":"2644943056","title":"Kalshi年化营收突破20亿美元，较去年11月增长三倍，已与投行初步接洽IPO","subtitle":"","subtitle_show":0,"pub_time":1781856047000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775082","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":711185,"article_id":"2644205500","title":"161！日元跌至近40年低位，财长重申“将采取大胆行动”","subtitle":"","subtitle_show":0,"pub_time":1781854176000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775080","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5,"MJYmain":0.6},"rights":null},{"id":711129,"article_id":"2644605350","title":"美伊瑞士会谈生变，日韩股市盘中跳水，纳指期货跌1%，美元指数站上101关口","subtitle":"","subtitle_show":0,"pub_time":1781846586000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775074","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".IXIC":1.91,"NDX":1.91,"HXC":1.91,"UUP":1.9,".XSP":1.85,"USO":1.84,"TLT":1.84,"TECS":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"SCO":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"QLD":0.6,"TFJL":0.6,"TLH":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TQQY":0.6,"TSYW":0.6,"UCO":0.6,"BBIB":0.6,"IEI":0.6,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"FTEC":0.6,"MNQmain":0.6,"GPIQ":0.6,"BBSB":0.6,"IEF":0.6,"IGOV":0.6,"ISHG":0.6,"IYW":0.6,"JEPQ":0.6,"BBLB":0.6,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6},"rights":null},{"id":711116,"article_id":"2644053333","title":"沃什“鹰派首秀”，高盛下调黄金目标价，“如果今年真加息，金价会进一步下跌”","subtitle":"","subtitle_show":0,"pub_time":1781845913000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775075","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXU":1.5,"GDXY":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"TLT":1.5,"TMF":1.5,"UGL":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":711089,"article_id":"2644058106","title":"上市一周上涨37%！市销率高达39倍，SpaceX已比所有标普500成分股“贵”","subtitle":"","subtitle_show":0,"pub_time":1781843270000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775062","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPCX":2,"LOFF":0.6,"SNK":0.6,"SPAL":0.6,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":0.6,"SSPC":0.6},"rights":null},{"id":711047,"article_id":"2644303006","title":"油价跌回“伊战前水平”，市场反应过度了吗？","subtitle":"","subtitle_show":0,"pub_time":1781839523000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775072","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"BZmain":2,"CLmain":2,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":711050,"article_id":"2644703005","title":"高通胀利好“折扣超市”！奥乐齐高歌猛进，美国市场份额增速堪比沃尔玛和Costco","subtitle":"","subtitle_show":0,"pub_time":1781838917000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775070","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ACI":1.55,"COST":1.64,"COSW":0.6,"COTG":0.6,"KR":1.62,"MDLZ":1.58,"MS":1.51,"WMT":1.7,"WMTI":0.6},"rights":null},{"id":711023,"article_id":"2644030152","title":"埃森哲股价暴跌18%创近十年新低，AI冲击与中东动荡双重施压","subtitle":"","subtitle_show":0,"pub_time":1781837750000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775063","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"ACN":1.5,"CHAT":1.5},"rights":null},{"id":711014,"article_id":"2644030504","title":"对冲7月加息风险！交易员涌入美债期货，交易量飙升创纪录","subtitle":"","subtitle_show":0,"pub_time":1781836223000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775068","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FGBXmain":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"USVN":1.5,"UTWY":1.5,"VGIT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":710987,"article_id":"2644030037","title":"霍尔木兹海峡已重开，但伊朗收费吗、找得到油轮吗？","subtitle":"","subtitle_show":0,"pub_time":1781832652000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775066","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2,"BOAT":1.5,"BWET":1.5},"rights":null},{"id":710881,"article_id":"2644311040","title":"OPEC驳斥IEA供应过剩预测，认为石油需求将持续增长","subtitle":"","subtitle_show":0,"pub_time":1781830833000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775056","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"BZmain":2,"CLmain":2,"DBC":1.5,"DBE":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":0.6,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":710923,"article_id":"2644340110","title":"美财政部：4月海外买入美证券1030亿美元、美债持仓增39亿美元，中国持债又创2008年来新低","subtitle":"","subtitle_show":0,"pub_time":1781819976000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775061","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159571":1.5,"161027":1.5,"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"LQD":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"ZROZ":1.5},"rights":null},{"id":710905,"article_id":"2644294039","title":"报道：Meta与Crusoe签署AI算力协议，锁定约1.6吉瓦数据中心容量","subtitle":"","subtitle_show":0,"pub_time":1781816066000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775055","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"BULZ":1.5,"CHAT":1.5,"DTCR":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"MAGY":1.5,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"SOCL":1.5,"YMAG":1.5},"rights":null},{"id":710773,"article_id":"2644655035","title":"伊朗战争相关预测市场异常交易累计4500万美元！有注册2小时账户逾百万美元精准押注","subtitle":"","subtitle_show":0,"pub_time":1781811341000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775045","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":710700,"article_id":"2644108004","title":"剑指英伟达！报道：亚马逊洽谈向其他公司出售自研AI芯片","subtitle":"","subtitle_show":0,"pub_time":1781798347000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775047","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AMZD":0.6,"AMZN":1.98,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ANV":0.6,"AZYY":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.87,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"USAW.SI":0.6},"rights":null},{"id":710634,"article_id":"2644087336","title":"“过剩流动性”转负，美股或迎2021年以来最强逆风","subtitle":"","subtitle_show":0,"pub_time":1781797296000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775042","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9},"rights":null},{"id":710439,"article_id":"2644408990","title":"当西方犹豫之际，亚洲投资者正悄然积累黄金","subtitle":"","subtitle_show":0,"pub_time":1781795956000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775041","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"01787":2,"01818":2,"02099":2,"02303":2,"02899":2,"03330":2,"03939":2,"06181":2,"06693":2,"AAAU":1.5,"AEM":2,"AU":2,"B":2,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"BU":0.6,"CDE":2,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"EGO":2,"EQX":2,"FGDL":1.5,"GBUG":1.5,"GCmain":2,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GFI":2,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"HL":2,"HMY":2,"IAU":2,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"KGC":2,"NEM":2,"NEMG":0.6,"NUGT":0.6,"NWMX":0.6,"OUNZ":1.5,"PALL":1.5,"PAmain":2,"PHYS":1.5,"PICK":1.5,"PLmain":2,"RGLD":2,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":2,"USAU":2,"USG":1.5,"UYM":1.5,"VGZ":2,"XAUUSD.FOREX":2,"XME":1.5},"rights":null},{"id":710613,"article_id":"2644808294","title":"科威特开始提高石油产量，一周内将突破每日200万桶","subtitle":"","subtitle_show":0,"pub_time":1781795535000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775044","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":710396,"article_id":"2644089546","title":"Anthropic高管：有信心“在未来数日内”重新启用 Mythos与Fable5访问权限","subtitle":"","subtitle_show":0,"pub_time":1781789679000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775040","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":710341,"article_id":"2644086913","title":"华尔街老将Yardeni：若坚持2%通胀目标，美联储可能继续加息","subtitle":"","subtitle_show":0,"pub_time":1781787466000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775037","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":710335,"article_id":"2644086510","title":"算力扩张无止境？CoreWeave高管揭秘：AI需求\"每天都在寻找新方式强化\"，供电机房才是当前AI基建的关键制约","subtitle":"","subtitle_show":0,"pub_time":1781787302000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775034","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.95,"CWII":0.6,"CWVX":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.87,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":710322,"article_id":"2644086547","title":"200多个BU坍缩到四大赛道，追觅突然踩下刹车","subtitle":"","subtitle_show":0,"pub_time":1781786967000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775036","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.73,"BU":1},"rights":null},{"id":710147,"article_id":"2644088604","title":"华尔街点评“沃什首秀：立场或许“转鹰”，今年维持利率不变仍是“基本情形”","subtitle":"","subtitle_show":0,"pub_time":1781786856000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775021","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"ESmain":2,"FLGV":0.6,"GSX":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"NQmain":2,"QQQ":2,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"SQQQ":2,"SVIX":0.6,"SVXY":0.6,"TBJL":0.6,"TFJL":0.6,"TLH":0.6,"TLT":1.61,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TQQQ":2,"TSYW":0.6,"UVIX":0.6,"UVXY":0.6,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":710297,"article_id":"2644085122","title":"上市余温未散，华尔街已开始畅想SpaceX与特斯拉“合并棋局”","subtitle":"","subtitle_show":0,"pub_time":1781786795000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775033","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.93,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":710330,"article_id":"2644208651","title":"当大模型走入物理世界：小米打算智能家居补上“记忆”","subtitle":"","subtitle_show":0,"pub_time":1781786507000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775035","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81810":0.6,"01810":1.97,"HXXD.SI":0.6,"XIACY":1.97},"rights":null},{"id":710284,"article_id":"2644853070","title":"战争以来首次！卡塔尔LNG空船重返波斯湾，供应恢复提速","subtitle":"","subtitle_show":0,"pub_time":1781786178000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775032","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BOAT":0.72,"BWET":0.72},"rights":null},{"id":710246,"article_id":"2644083148","title":"一块配件硬盘=三台主机？存储涨价上演“离谱名场面”","subtitle":"","subtitle_show":0,"pub_time":1781783687000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775027","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"CNAV":0.9,"PTF":0.9,"UDN":0.9,"USAW.SI":0.6,"UUP":0.9},"rights":null},{"id":710162,"article_id":"2644881250","title":"“上车科技”还是“坚守老登”？A股风格或迎阶段性均衡，中报季成关键试金石","subtitle":"","subtitle_show":0,"pub_time":1781782820000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775017","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":710182,"article_id":"2644716088","title":"霍尔木兹重开在即，亚洲炼厂抢先“清库存”","subtitle":"","subtitle_show":0,"pub_time":1781782674000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775023","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":0.9},"rights":null},{"id":710201,"article_id":"2644088079","title":"AI狂潮推高美股盈利，但华尔街警告：巨额折旧成本还没入账","subtitle":"","subtitle_show":0,"pub_time":1781782670000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775022","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":710121,"article_id":"2644088543","title":"英央行按兵不动，重申“随时准备行动”应对通胀","subtitle":"","subtitle_show":0,"pub_time":1781782283000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775020","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWU":0.68,"TNmain":0.65,"UBmain":0.65,"ZBmain":0.65,"ZFmain":0.65,"ZNmain":0.65,"ZTmain":0.65,"MPC":1},"rights":null},{"id":710043,"article_id":"2644170038","title":"增至200间门店的巴奴，再冲IPO","subtitle":"","subtitle_show":0,"pub_time":1781780333000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775019","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":709891,"article_id":"2644170114","title":"半导体扩产全面提速，晶圆设备周期迎来重估！","subtitle":"","subtitle_show":0,"pub_time":1781777860500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775012","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ADI":2,"ALAB":2,"AMAT":2,"AMBA":2,"AMBQ":2,"AMD":2,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"ANV":0.6,"ARM":2,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6,"ASMG":0.6,"ASML":2,"ASMU":0.6,"AVGG":0.6,"AVGO":2,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"CHPY":2,"CRDO":2,"CRDU":0.6,"DAMD":0.6,"DIPS":0.6,"FTXL":2,"GFS":2,"HIMX":2,"INTC":2,"INTW":0.6,"KLAC":2,"KLAG":0.6,"LABX":0.6,"LINT":0.6,"LRCU":0.6,"LRCX":2,"LSCC":2,"MCHP":2,"MRVL":2,"MRVU":0.6,"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6,"MVLL":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVTS":2,"NVTX":0.6,"NVYY":0.6,"NXPI":2,"ON":2,"PXLW":2,"Q":2,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":2,"QRVO":2,"SMCC":0.6,"SMCI":2,"SMCL":0.6,"SMCX":0.6,"SMCY":0.6,"SMCZ":0.6,"SMH":2,"SMHX":2,"SMTC":2,"SMYY":0.6,"SNDK":2,"SNDU":0.6,"SNPS":2,"SNPX":0.6,"SNXX":0.6,"SOX":1.85,"SOXL":2,"SOXM":2,"SOXQ":2,"SOXS":2,"SOXX":2,"SSG":2,"STM":2,"STSM":0.6,"STX":2,"SWKS":2,"TSM":2,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"TXN":2,"UCTT":2,"UMC":2,"USD":2,"WDC":2,"WDCX":0.6,"WOLF":2,"XSD":2},"rights":null},{"id":709807,"article_id":"2644065247","title":"智谱与MiniMax两级分化！市场出现AI大模型“多空配对交易”","subtitle":"","subtitle_show":0,"pub_time":1781777486400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775011","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00100":2,"02513":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":709937,"article_id":"2644702888","title":"芯片股太拥挤了！摩根大通警告：一旦VaR触发“被动砍仓”，AI交易或现踩踏式回调","subtitle":"","subtitle_show":0,"pub_time":1781777375000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3775015","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"JPO":0.6,"SOX":1.87},"rights":null},{"id":710046,"article_id":"2644700380","title":"零跑急速出征海外","subtitle":"","subtitle_show":0,"pub_time":1781776172000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775016","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":710054,"article_id":"2644700382","title":"比亚迪主品牌迈出高端化关键一步","subtitle":"","subtitle_show":0,"pub_time":1781773573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775014","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81211":0.6,"002594":1.98,"01211":1.98,"BYDDY":1.98,"HYDD.SI":0.6},"rights":null},{"id":709732,"article_id":"2644030457","title":"车圈尽头是 AI，李想先一步到了路口","subtitle":"","subtitle_show":0,"pub_time":1781770118000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775009","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02015":1.96,"EVS.SI":0.6,"LI":1.96},"rights":null},{"id":709717,"article_id":"2644703758","title":"AI之外，还能买什么？","subtitle":"","subtitle_show":0,"pub_time":1781768632000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3775004","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":709614,"article_id":"2644987770","title":"郭明𫓹：玻璃基板是台积电CoPoS的核心，是“必须有”不是“锦上添花”","subtitle":"","subtitle_show":0,"pub_time":1781766275000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774987","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.87,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":709629,"article_id":"2644709797","title":"改革美联储，沃什已经等不及了！","subtitle":"","subtitle_show":0,"pub_time":1781766238000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774992","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":709593,"article_id":"2644770837","title":"当微软都烧不起Token了，“模型路由”成为企业AI的“核心需求”","subtitle":"","subtitle_show":0,"pub_time":1781765872000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774993","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.96,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":709563,"article_id":"2644777421","title":"白宫向Anthropic摊牌：不解决“越狱”问题就别想重新发布Fable 5","subtitle":"","subtitle_show":0,"pub_time":1781764648000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774994","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"NSA":1},"rights":null},{"id":709540,"article_id":"2644777558","title":"股价再新高！SK海力士12层HBM4E样品开始出货","subtitle":"","subtitle_show":0,"pub_time":1781763977000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774990","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03121":2,"EDZ":1.5,"EEMO":1.5},"rights":null},{"id":709556,"article_id":"2644777600","title":"以担保换订单！博通敲定Anthropic 350亿美元芯片大单，“AI闭环”越滚越多？","subtitle":"","subtitle_show":0,"pub_time":1781762856000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774991","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.96,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":709814,"article_id":"2644706523","title":"2%通胀目标悬了？沃什和万斯释放危险信号，华尔街开始担心更高通胀","subtitle":"","subtitle_show":0,"pub_time":1781761941000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774989","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TIP":1.85},"rights":null},{"id":709474,"article_id":"2644774010","title":"《自然》刊登研究：AI在给出诊断和治疗决策可以媲美甚至超越医生","subtitle":"","subtitle_show":0,"pub_time":1781760128000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774956","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":709449,"article_id":"2644774138","title":"高盛Kaplan：美联储或在秋季“连环加息”","subtitle":"","subtitle_show":0,"pub_time":1781759814000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774984","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":709372,"article_id":"2644771993","title":"上纬启元布局多城线下门店 小尺寸机器人Q1上市临近","subtitle":"","subtitle_show":0,"pub_time":1781756022000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774982","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5,"ROBO":1.5},"rights":null},{"id":709353,"article_id":"2644372771","title":"美图的AI生意，开始走向交付","subtitle":"","subtitle_show":0,"pub_time":1781754786000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774968","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01357":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":709298,"article_id":"2644796847","title":"加息预期前移！90%经济学家预测日本央行年内再度加息","subtitle":"","subtitle_show":0,"pub_time":1781754354000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774977","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":709227,"article_id":"2644277612","title":"伊朗协议触发\"大轮动\"：AI拥挤交易松动，周期股与新兴市场迎来补涨","subtitle":"","subtitle_show":0,"pub_time":1781752957000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774972","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDC":1.5,"EDZ":1.5,"EEM":1.5,"EEMO":1.5,"EMXC":1.5,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"VWO":1.5,"YSPY":0.6},"rights":null},{"id":709289,"article_id":"2644777936","title":"谷歌天才研究员Shazeer跳槽OpenAI，被誉为“Transformer之父”","subtitle":"","subtitle_show":0,"pub_time":1781752638000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774976","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOOG":1.91,"GOOP":0.6,"GOOX":0.6,"USJW.SI":0.6},"rights":null},{"id":709273,"article_id":"2644777607","title":"NAND闪存超级周期，登顶日本第一市值，铠侠依旧谨慎，未来三年资本开支仍比历史峰值低10%","subtitle":"","subtitle_show":0,"pub_time":1781752168000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774966","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":709237,"article_id":"2644776450","title":"阿联酋宣布\"霍尔木兹零依赖\"计划，加速管道与港口投资","subtitle":"","subtitle_show":0,"pub_time":1781751184000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774973","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.7,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.7,"DWT":0.6,"ERX":0.9,"FTXN":0.9,"BZmain":0.6,"CLmain":0.74,"MCLmain":0.7,"QMmain":0.74,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"SCO":0.74,"UCO":0.74,"UGA":0.7,"USE":0.9,"USL":0.9,"USO":0.75,"USOI":0.9,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XOP":0.9},"rights":null},{"id":709232,"article_id":"2644477643","title":"中国版SpaceX时刻：商业航天正在复刻光伏和锂电池的“规模降本”曲线","subtitle":"","subtitle_show":0,"pub_time":1781751043000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774969","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"LIT":1.5,"LOFF":0.6,"RAYS":1.5,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":1.5,"XOVR":1.5},"rights":null},{"id":709224,"article_id":"2644761417","title":"从250亿到750亿，淡马锡加速布局AI","subtitle":"","subtitle_show":0,"pub_time":1781750921000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774962","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":709201,"article_id":"2644776540","title":"下一代疗法，重写CRDMO的能力清单","subtitle":"","subtitle_show":0,"pub_time":1781749877000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774971","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.77,"AI":0.77,"AIPO":0.77,"AIYY":0.6,"ARTY":0.77,"CHAT":0.77},"rights":null},{"id":709171,"article_id":"2644392776","title":"“教科书级”对冲！SpaceX上市期权首日爆量，机构用\"零成本对冲\"锁定巨额浮盈","subtitle":"","subtitle_show":0,"pub_time":1781749300000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774967","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":709113,"article_id":"2644777521","title":"创业板涨2%再创新高，AI硬件、芯片半导体再度爆发，恒指、恒科指双双跌超1%，科网股普跌","subtitle":"","subtitle_show":0,"pub_time":1781748607000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774970","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82800":0.6,"83115":0.6,"399006":1.97,"513600":0.6,"000001":1.85,"02800":0.6,"02833":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03037":0.6,"03067":0.6,"03088":0.6,"03115":0.6,"03147":0.6,"03417":0.6,"03419":0.6,"03423":0.6,"07200":0.6,"07226":0.6,"07234":0.6,"07300":0.6,"07500":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"09115":0.6,"HHImain":0.6,"MCHmain":0.6,"HSI":1.9,"HSTECH":1.9},"rights":null},{"id":709117,"article_id":"2644775214","title":"快评沃什首秀--这是高盛划出的美联储决议要点","subtitle":"","subtitle_show":0,"pub_time":1781746819000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774961","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":708972,"article_id":"2644773617","title":"新债王点评沃什首秀：他实际上把信誉押在控制通胀上，不会做许多人希望的“宽松主席”","subtitle":"","subtitle_show":0,"pub_time":1781745238000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774960","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TMF":1.85,"VGLT":1.91},"rights":null},{"id":708967,"article_id":"2644277361","title":"日韩股市齐创新高，日元创近两年新低，现货黄金向上触及4300美元","subtitle":"","subtitle_show":0,"pub_time":1781744192000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774963","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAAU":0.6,"BAR":0.6,"BGLD":0.6,"DGP":0.6,"DGZ":0.6,"DULL":0.6,"DZZ":0.6,"EWJ":1.5,"EWY":1.5,"FGDL":0.6,"FLKR":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"GLD":0.6,"GLDM":0.6,"GLDY":0.6,"GLL":0.6,"HEWJ":1.5,"IAU":0.6,"IAUI":0.6,"IAUM":0.6,"IGLD":0.6,"KGLD":0.6,"KORU":1.5,"MKOR":1.5,"OUNZ":0.6,"SGOL":0.6,"SHNY":0.6,"UDN":1.5,"UGL":1.5,"USDJPY.FOREX":1.5,"USG":0.6,"UUP":1.5,"VXUS":1.5,"YCL":1.5,"YCS":1.5,"YGLD":0.6},"rights":null},{"id":708939,"article_id":"1173365985","title":"“明修栈道暗度陈仓”？设五大工作组，沃什开启美联储新时代","subtitle":"","subtitle_show":0,"pub_time":1781743589556,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":708936,"article_id":"2644778202","title":"“明修栈道暗度陈仓”？设五大工作组，沃什开启美联储新时代","subtitle":"","subtitle_show":0,"pub_time":1781742930000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774959","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":708899,"article_id":"2644207407","title":"Less is Warsh？沃什时代的FOMC声明“大幅瘦身”，是2007年以来最短！","subtitle":"","subtitle_show":0,"pub_time":1781741156000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774953","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":708882,"article_id":"2644720497","title":"为美伊协议辩护，特朗普称“不想看到经济灾难”，不想做“导致1929年崩盘的胡佛”","subtitle":"","subtitle_show":0,"pub_time":1781740563000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774952","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.61,"DBC":0.61,"DBE":0.61,"DIG":0.61,"DRIP":0.61,"DRLL":0.61,"ERX":0.61,"FTXN":0.61,"GUSH":0.61,"IEO":0.61,"IXC":0.61,"OIH":0.61,"OILK":0.61,"OILT":0.61,"OILU":0.61,"PXE":0.61,"PXJ":0.61,"USE":0.61,"USL":0.61,"USOI":0.61,"VDE":0.61,"WTIU":0.61,"XES":0.61},"rights":null},{"id":708858,"article_id":"2644720695","title":"SpaceX上市日散户买盘创纪录，城堡证券：散户正推升美股反弹","subtitle":"","subtitle_show":0,"pub_time":1781739800000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774937","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161027":1.5,"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":708775,"article_id":"2644220037","title":"苹果放风涨价，二代iPhone Air或明年春面世，iPhone发布节奏迎重大调整","subtitle":"","subtitle_show":0,"pub_time":1781735344000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774947","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"MACW.SI":0.6},"rights":null},{"id":708763,"article_id":"1107451818","title":"完整版首秀问答！美联储主席沃什：坚守2%通胀目标，成立五个特别工作组，个人未提交点阵图","subtitle":"","subtitle_show":0,"pub_time":1781734652149,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":708749,"article_id":"2644722607","title":"特朗普：美联储按兵不动也还行，可能加息，相信沃什","subtitle":"","subtitle_show":0,"pub_time":1781733295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774946","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":708683,"article_id":"2644219817","title":"美联储半数官员想加息！交易员全面定价10月前将加息，预计明年一季度前加息两次","subtitle":"","subtitle_show":0,"pub_time":1781728343000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774944","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":708667,"article_id":"2644729092","title":"沃什大幅调整美联储利率声明！全文对比美联储6月会议声明有何变化","subtitle":"","subtitle_show":0,"pub_time":1781727554000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774940","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5},"rights":null},{"id":708552,"article_id":"2644725476","title":"美媒曝美伊考虑提前到周三签协议，推动霍尔木兹海峡更快重开","subtitle":"","subtitle_show":0,"pub_time":1781722053000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774935","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":708547,"article_id":"2644478725","title":"摩根大通：AI牛市远未结束，美股下半年或再创新高","subtitle":"","subtitle_show":0,"pub_time":1781722041000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774929","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":708535,"article_id":"2644725948","title":"债券“南向通”非银扩容落地：险企、理财子持续跟进","subtitle":"","subtitle_show":0,"pub_time":1781721480000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774932","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNDW":1.5},"rights":null},{"id":708638,"article_id":"2644298627","title":"沃什“首秀”美联储放鹰，三大美股指转跌，美元拉升，美债黄金跳水","subtitle":"","subtitle_show":0,"pub_time":1781719382000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774939","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"AGG":1.5,"BND":1.5,"BOND":1.5,"DBC":1.5,"DBND":1.5,"DGP":1.5,"DUST":1.5,"EDV":1.5,"FAZ":1.5,"MGCmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXU":1.5,"GLTR":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IAU":1.5,"IAUI":1.5,"IEF":1.5,"IEI":1.5,"JDST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"OUNZ":1.5,"PBDC":1.5,"PHYS":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UFIV":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"USG":1.5,"USVN":1.5,"VOO":1.5},"rights":null},{"id":708621,"article_id":"2644264707","title":"美联储如期继续按兵不动，强调通胀承诺，半数决策者预计年内加息","subtitle":"","subtitle_show":0,"pub_time":1781719249000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774938","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":708484,"article_id":"2644723519","title":"阿斯麦CEO：马斯克Terafab项目可能面临供应链瓶颈","subtitle":"","subtitle_show":0,"pub_time":1781718168000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774936","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.98,"ASMU":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.9,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":708418,"article_id":"2644874726","title":"统计与计算机首当其冲！高盛揭秘AI时代最脆弱的大学专业","subtitle":"","subtitle_show":0,"pub_time":1781710491000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774934","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159998":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GSX":0.6},"rights":null},{"id":708531,"article_id":"2644725960","title":"美国原油库存下降超预期，最大商业原油储存枢纽库存跌至十年最低，已达警戒线","subtitle":"","subtitle_show":0,"pub_time":1781709059000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774931","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":708348,"article_id":"2644742376","title":"牛市终章序幕已启？美股散户重返股市，ETF资金流入逼近历史峰值","subtitle":"","subtitle_show":0,"pub_time":1781707257000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774926","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDN":1.5},"rights":null},{"id":708345,"article_id":"2644742378","title":"拉加德警告：AI可能引爆下一场金融危机","subtitle":"","subtitle_show":0,"pub_time":1781707233000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774925","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":708177,"article_id":"2644800741","title":"钢铁需求降温，铁矿石跌破100美元，创3月以来最低水平","subtitle":"","subtitle_show":0,"pub_time":1781703076000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774923","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":708224,"article_id":"2644674155","title":"电容巨头尼吉康全面涨价，AI服务器需求引爆铝电解电容紧缺","subtitle":"","subtitle_show":0,"pub_time":1781702950000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774924","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DBB":1.5,"PICK":1.5,"XME":1.5},"rights":null},{"id":708164,"article_id":"2644749703","title":"高盛深度解读\"后现代\"投资图景：估值提升躺赢时代终结，资本支出超级周期悄然来袭","subtitle":"","subtitle_show":0,"pub_time":1781702633000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774922","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":708135,"article_id":"2644746011","title":"美国5月零售销售环比0.9%，创逾三年新高，加油站消费大幅增加","subtitle":"","subtitle_show":0,"pub_time":1781701132000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774919","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BNO":0.66,"BWET":0.66,"DBC":0.66,"DBE":0.66,"DBO":0.66,"DIG":0.66,"DRIP":0.66,"DRLL":0.66,"DUG":0.66,"ERX":0.66,"ESmain":2,"FTXN":0.66,"GUSH":0.66,"IEO":0.66,"IXC":0.66,"NQmain":2,"OIH":0.66,"OILK":0.66,"OILT":0.66,"OILU":0.66,"PXE":0.66,"PXJ":0.66,"UGA":0.66,"USE":0.66,"USL":0.66,"USOI":0.66,"VDE":0.66,"WTIU":0.66,"XES":0.66,"YMmain":2},"rights":null},{"id":708120,"article_id":"2644447746","title":"给机器人装大脑的星海图，为何下场干起了物理世界采数的苦活？","subtitle":"","subtitle_show":0,"pub_time":1781700191000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774920","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":708130,"article_id":"2644674621","title":"中国市场失守，宝马业绩指引暴雷，股价重挫至逾五年新低！","subtitle":"","subtitle_show":0,"pub_time":1781698475000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774918","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BMWYY":1.97},"rights":null},{"id":707767,"article_id":"2644714345","title":"博通下一代TPU项目延期？摩根大通反驳：谷歌锁单至2031年，公司明年AI收入有望增长两倍","subtitle":"","subtitle_show":0,"pub_time":1781698123000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774892","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.97,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":707798,"article_id":"2644712843","title":"美银：2030年中国AIDC投资或达3270亿美元，关注“电网+材料”双主线","subtitle":"","subtitle_show":0,"pub_time":1781697037000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774900","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BLOK":0.9,"CHAT":0.9,"COPJ":0.82,"COPP":0.82,"COPX":0.82,"CPER":0.82,"CPXR":0.82,"DBB":0.73,"DTCR":0.9,"HGmain":0.73,"MHGmain":0.73,"QCmain":0.73,"ICOP":0.82,"IEA":1,"PICK":0.73,"SETM":0.9,"UYM":0.73,"XME":0.73},"rights":null},{"id":707910,"article_id":"2644103847","title":"AI专属卡来了 微信补齐Agent闭环","subtitle":"","subtitle_show":0,"pub_time":1781688245000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774906","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":707804,"article_id":"2644712803","title":"IEA月报：伊朗战争重创能源消费，年内石油需求预期遭六年来最大幅度下调","subtitle":"","subtitle_show":0,"pub_time":1781687925000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774901","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"159945":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEA":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":707585,"article_id":"2644165187","title":"今夜全球瞩目，沃什“美联储首秀”会向市场扔炸弹吗？","subtitle":"","subtitle_show":0,"pub_time":1781686986000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774886","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"ESmain":2,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NQmain":2,"PBDC":1.5,"QQQ":2,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"SQQQ":2,"SVIX":0.6,"SVXY":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":2,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"UVIX":0.6,"UVXY":0.6,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":1.5,"VXX":2,"YMmain":2,"ZROZ":1.5},"rights":null},{"id":707750,"article_id":"2644171191","title":"英伟达B200租赁价被曝将翻倍，GPU采购新订单排到明年Q2","subtitle":"","subtitle_show":0,"pub_time":1781685875100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774898","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":707731,"article_id":"2644711322","title":"SpaceX引爆韩国散户热情，上市首日就买入8亿美元","subtitle":"","subtitle_show":0,"pub_time":1781683862000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774891","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":707728,"article_id":"2644711374","title":"调用量上涨  腾讯Buddy家族要重新定价了","subtitle":"","subtitle_show":0,"pub_time":1781682864000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774896","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.97,"HTCD.SI":0.6,"TCEHY":1.97},"rights":null},{"id":707596,"article_id":"2644167927","title":"黄仁勋得州铲土，Coherent光芯片工厂动工","subtitle":"","subtitle_show":0,"pub_time":1781681922000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774893","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"COHR":1.94,"COHX":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.95,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":707504,"article_id":"2644713147","title":"美股“七巨头”过时了？华尔街抢推MANGOS ETF","subtitle":"","subtitle_show":0,"pub_time":1781679363000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774883","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"FAZ":1.5,"FDN":1.5,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"XMAG":1.5},"rights":null},{"id":707599,"article_id":"2644716760","title":"美国股债相关性跌至30年低点，瑞银警告：下一轮冲击可能来自利率市场","subtitle":"","subtitle_show":0,"pub_time":1781679328000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774884","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":707553,"article_id":"2644510715","title":"市场静待沃什首秀，亚太股市收涨，SK海力士再创新高，油价跌入三月低位，债市上扬","subtitle":"","subtitle_show":0,"pub_time":1781679313000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774887","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":707501,"article_id":"2644131497","title":"韩国央行警告：AI芯片公司巨额奖金可能蔓延至全行业，加剧通胀压力","subtitle":"","subtitle_show":0,"pub_time":1781677376000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774882","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03121":1.1,"EWY":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5},"rights":null},{"id":707531,"article_id":"2644319715","title":"“美国例外论”交易强势回归：美元多头创六年最大增幅","subtitle":"","subtitle_show":0,"pub_time":1781677240000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774877","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":707484,"article_id":"2644133857","title":"釜底抽薪！对工会妥协奖金之后，三星押注2030年实现AI无人工厂","subtitle":"","subtitle_show":0,"pub_time":1781675863000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774875","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03121":1.1,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"EMXC":1.5},"rights":null},{"id":707472,"article_id":"2644184027","title":"AI需求催生PMIC涨价潮？业内大厂致新：多家同业陆续发出涨价通知","subtitle":"","subtitle_show":0,"pub_time":1781675686000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774879","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":707302,"article_id":"2644797478","title":"美联储内部鸽派集体转鹰，沃什首秀“左右为难”","subtitle":"","subtitle_show":0,"pub_time":1781674477000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774866","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":707324,"article_id":"2644790331","title":"17%！日本五月出口增速创三年新高，芯片出口激增62%","subtitle":"","subtitle_show":0,"pub_time":1781669467000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774860","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SOX":1.84},"rights":null},{"id":707316,"article_id":"2644903347","title":"政府“禁令”反成“背书”？Anthropic企业订阅率升至41%，超过OpenAI","subtitle":"","subtitle_show":0,"pub_time":1781669422000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774871","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":707320,"article_id":"2644679033","title":"成本高企倒逼转向，微软考虑以DeepSeek替换昂贵的美国AI模型","subtitle":"","subtitle_show":0,"pub_time":1781668970000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774869","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.96,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":707305,"article_id":"2644977837","title":"杀死相机的人，正在重返战场","subtitle":"","subtitle_show":0,"pub_time":1781668361000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774873","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":707248,"article_id":"2644779205","title":"像对冲原油一样对冲算力？全球首个AI计算期货合约呼之欲出","subtitle":"","subtitle_show":0,"pub_time":1781664114000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774859","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BNO":1.5,"CHAT":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"FGBXmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":707138,"article_id":"2644794207","title":"烧钱与营收同步三倍增长，OpenAI Q1财务数据凸显AI盈利困局","subtitle":"","subtitle_show":0,"pub_time":1781662404000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774853","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":707141,"article_id":"2644879478","title":"A股三大股指震荡走高，AI硬件股再活跃，PCB持续爆发，港股分化，科网股多走高，MINIMAX大涨超8%","subtitle":"","subtitle_show":0,"pub_time":1781662347000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774861","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5,"00100":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"PCB":1.5,"VXUS":1.5},"rights":null},{"id":707117,"article_id":"2644794457","title":"当Fable 5全球下架，GLM 5.2逼近Opus 4.8“意义重大”","subtitle":"","subtitle_show":0,"pub_time":1781662192000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774855","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":707029,"article_id":"2644914217","title":"“Fable5下架”引发AI监管“武器化”猜测：OpenAI担心被牵连，硅谷担忧打击外国AI人才","subtitle":"","subtitle_show":0,"pub_time":1781659585000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774854","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":707114,"article_id":"1118515923","title":"美伊协议核心条款曝光：伊朗石油出口即刻解禁，核项目维持现状，海峡快速重启仍存变数","subtitle":"","subtitle_show":0,"pub_time":1781657592911,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":706988,"article_id":"2644799727","title":"悬在市场上空的“三大利空”：沃什“鹰鸽不明”，AI“武器化监管”，美股史上最大股票发行潮","subtitle":"","subtitle_show":0,"pub_time":1781657160000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774852","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.72,"GSX":0.6,"SOX":1.71},"rights":null},{"id":706974,"article_id":"2644079917","title":"美伊协议核心条款曝光：伊朗石油出口即刻解禁，核项目维持现状，霍尔木兹重启仍存变数","subtitle":"","subtitle_show":0,"pub_time":1781656959000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774848","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":706966,"article_id":"2644992799","title":"市场“草木皆兵”：微软被曝终止与甲骨文30亿美元云基础设施谈判，加剧芯片股回调","subtitle":"","subtitle_show":0,"pub_time":1781656304000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774849","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.96,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"ORCL":1.94,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6},"rights":null},{"id":706918,"article_id":"2644796697","title":"美国“前沿模型武器化”思路“昭然若揭”--美商务部长致信Anthropic导致Fable 5模型全球下架","subtitle":"","subtitle_show":0,"pub_time":1781654273000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774847","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.64},"rights":null},{"id":706955,"article_id":"2644796694","title":"英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段","subtitle":"","subtitle_show":0,"pub_time":1781654152000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774845","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"INTC":1.97,"INTW":0.6,"LINT":0.6},"rights":null},{"id":706808,"article_id":"1150018425","title":"苹果2027产品大年：摄像头AirPods、智能眼镜与第二代折叠屏iPhone同期亮相","subtitle":"","subtitle_show":0,"pub_time":1781648781340,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":706797,"article_id":"1187465927","title":"布油跌超5%，三个月来首破80美元！美伊协议冲击，高盛、大摩双双下调目标价","subtitle":"","subtitle_show":0,"pub_time":1781648154084,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":706783,"article_id":"1131168150","title":"SpaceX上市后股价飙升49%，市值超越亚马逊，逼近微软，股票期权开始交易","subtitle":"","subtitle_show":0,"pub_time":1781647889667,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LOFF":0.6,"SNK":0.6,"SPAL":0.6,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":0.6,"SPCX":2,"SSPC":0.6},"rights":null},{"id":706868,"article_id":"2644796840","title":"美媒曝光美伊谅解备忘录草案完整版","subtitle":"","subtitle_show":0,"pub_time":1781645187000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774841","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":706739,"article_id":"2644798177","title":"慧与科技升级AI专用网络设备，西门子能源成新客户","subtitle":"","subtitle_show":0,"pub_time":1781643720000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774838","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"HPE":1.5,"SIEGY":1.5},"rights":null},{"id":706686,"article_id":"2644767753","title":"高盛今年并购交易额突破1万亿美元，创史上最快纪录","subtitle":"","subtitle_show":0,"pub_time":1781640538000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774837","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":706914,"article_id":"2644966927","title":"散户涌入，SpaceX杠杆ETF首日成交超10亿美元，或创单一股票纪录","subtitle":"","subtitle_show":0,"pub_time":1781635053000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774836","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FDN":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":706576,"article_id":"2644761823","title":"美国房地产复苏动能面临考验，5月住房开工骤降至疫情新低","subtitle":"","subtitle_show":0,"pub_time":1781629382000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774831","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRN":1.5,"DRV":1.5,"ITB":1.5,"IYR":1.5,"NAIL":1.5,"SCHH":1.5,"VNQ":1.5,"XHB":1.5,"XLRE":1.5},"rights":null},{"id":706454,"article_id":"2643765148","title":"伊朗停火只是开胃菜，三大隐患仍悬于市场头顶","subtitle":"","subtitle_show":0,"pub_time":1781623055600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774829","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGIX":0.9,"AIPO":0.9,"ARTY":0.9,"BZmain":2,"CHAT":0.9,"CLmain":2,"ESmain":2,"IPOS":0.63,"NQmain":2,"US10Y.BOND":0.84,"US12M.BOND":0.84,"US2Y.BOND":0.84,"US30Y.BOND":0.84,"US3Y.BOND":0.84,"US5Y.BOND":0.84,"US6M.BOND":0.84,"US7Y.BOND":0.84,"YMmain":2},"rights":null},{"id":706419,"article_id":"2643076511","title":"GMV涨超50%，速卖通在巴西做对了什么","subtitle":"","subtitle_show":0,"pub_time":1781622149000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774828","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159100":1.5},"rights":null},{"id":706251,"article_id":"2643375044","title":"“下一个万亿美元公司”？分析：Marvell真正缺的是增长速度","subtitle":"","subtitle_show":0,"pub_time":1781618513000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774819","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MRVL":2.1,"MRVU":0.6,"MVLL":0.6},"rights":null},{"id":706306,"article_id":"2643595768","title":"布油三个月来首次跌破80美元！美伊协议冲击，高盛、大摩双双下调目标价","subtitle":"","subtitle_show":0,"pub_time":1781617341000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774822","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"UDN":1.5,"USO":1.5,"UUP":1.5},"rights":null},{"id":706225,"article_id":"2643375059","title":"1996还是1999？顶级经济学家：通胀或将迎来拐点，消费与住房有望温和复苏","subtitle":"","subtitle_show":0,"pub_time":1781614753000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774817","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZNmain":0.6,"ZTmain":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"TBJL":0.6,"TFJL":0.6,"TLT":0.68,"TLTI":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":706173,"article_id":"2643375201","title":"高通CEO：重新定义AI设备，全球消费电子将迎来强制性底层芯片架构大升级","subtitle":"","subtitle_show":0,"pub_time":1781613560000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774814","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.98},"rights":null},{"id":706132,"article_id":"2643752388","title":"奥特曼：廉价Token重塑创业规则，而智能将成为人类社会的下一代公用事业","subtitle":"","subtitle_show":0,"pub_time":1781611943000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774804","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159301":1.5,"161022":1.5},"rights":null},{"id":706145,"article_id":"2643525897","title":"日本央行：无人知晓中性利率何在","subtitle":"","subtitle_show":0,"pub_time":1781611933000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774810","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"HEWJ":1.5,"JPXN":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":706095,"article_id":"2643175493","title":"沃什上任首秀：不降息、不加息，但准备“少说话”？","subtitle":"","subtitle_show":0,"pub_time":1781610687000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774809","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":706077,"article_id":"2643009751","title":"特朗普再次TACO，代价是什么？","subtitle":"","subtitle_show":0,"pub_time":1781609746000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774808","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TACO":1.5},"rights":null},{"id":706044,"article_id":"2643751828","title":"高处不胜寒？美银基金经理调查：逾半数经理认为AI仍处\"繁荣期\"，但出现“高位拿筹码下桌”","subtitle":"","subtitle_show":0,"pub_time":1781608235000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774807","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":705941,"article_id":"2643568307","title":"史上最大改版！AI版支付宝启动邀测，一个对话框搞定缴费、转账等上万项服务","subtitle":"","subtitle_show":0,"pub_time":1781605623000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774796","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.86,"BABA":1.86,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"ALBmain":0.6,"KBAB":0.6},"rights":null},{"id":705808,"article_id":"2643675843","title":"3000+智能体入驻的美团觅游公测：用AI社交搭建Agent中间分发平台靠谱吗","subtitle":"","subtitle_show":0,"pub_time":1781601951000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774799","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"METmain":1.5,"HMTD.SI":0.6,"MPNGY":1.5,"OND":1.5},"rights":null},{"id":705802,"article_id":"2643758485","title":"重返1%：日本利率31年的轮回","subtitle":"","subtitle_show":0,"pub_time":1781600161000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774794","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXJ":1.5,"HEWJ":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":705727,"article_id":"2643373567","title":"Citrini：AMD、苹果双双押注闪存替代DRAM，内存成本或直降55倍","subtitle":"","subtitle_show":0,"pub_time":1781599906200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774784","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.89,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMD":1.96,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"APLY":0.6,"DAMD":0.6},"rights":null},{"id":705698,"article_id":"2643737733","title":"德银大幅上调人形机器人出货预测：2026年翻倍至5万台，2050年剑指700万台","subtitle":"","subtitle_show":0,"pub_time":1781599391000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774781","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":705891,"article_id":"2643075556","title":"卡塔尔计划：海峡开放一个月后LNG产能恢复五成，两个月八成","subtitle":"","subtitle_show":0,"pub_time":1781599157000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774793","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":705717,"article_id":"2643373083","title":"世界黄金协会：全球央行购金意愿创记录新高，金价回调成新一轮买入窗口？","subtitle":"","subtitle_show":0,"pub_time":1781599026000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774786","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":705713,"article_id":"2643730889","title":"这两类电商岗位正在被AI加速取代","subtitle":"","subtitle_show":0,"pub_time":1781598643000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774791","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":705707,"article_id":"2643377027","title":"万亿巨头的宿命：SpaceX正在成为自己的最大风险","subtitle":"","subtitle_show":0,"pub_time":1781598344000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774789","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":705710,"article_id":"2643737083","title":"韩国银行全面收紧\"借钱炒股\"，高盛建议客户对冲KOSPI下行风险","subtitle":"","subtitle_show":0,"pub_time":1781597859000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774788","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5,"03121":0.6},"rights":null},{"id":706029,"article_id":"2643875900","title":"日本央行副行长内田真一：将继续根据经济和物价情况加息，不排除调整国债购买步伐","subtitle":"","subtitle_show":0,"pub_time":1781597063000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774777","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"UFIV":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"YCS":1.5},"rights":null},{"id":705578,"article_id":"2643349557","title":"OpenAI去年烧钱340亿美元，预计净亏损385亿，亏损额同比扩大近8倍","subtitle":"","subtitle_show":0,"pub_time":1781595203000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774775","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.82,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":705623,"article_id":"2643732142","title":"越来越近，却始终签不成！大摩：美伊协议难产概率高达70%","subtitle":"","subtitle_show":0,"pub_time":1781594806000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774782","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.65,"BWET":0.65,"DBC":0.65,"DBE":0.65,"DBO":0.65,"DIG":0.65,"DRIP":0.65,"DRLL":0.65,"DUG":0.86,"ERX":0.65,"FTXN":0.65,"GUSH":0.65,"IEO":0.65,"IXC":0.65,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"OIH":0.65,"OILK":0.65,"OILT":0.65,"OILU":0.65,"PGF":0.9,"PXE":0.65,"PXJ":0.65,"UDN":0.65,"UGA":0.65,"USE":0.65,"USL":0.65,"USOI":0.65,"UUP":0.65,"VDE":0.65,"WTIU":0.65,"XES":0.65},"rights":null},{"id":705555,"article_id":"2643731461","title":"黄金最坏时刻已经过去？巴克莱高喊“抄底”，花旗上调目标价","subtitle":"","subtitle_show":0,"pub_time":1781594008000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774778","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"1OZmain":2,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BGLD":0.6,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DGZ":0.6,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"GBUG":1.5,"GCmain":2,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLDY":0.6,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IGLD":0.6,"JDST":1.5,"JNUG":1.5,"KGLD":0.6,"MGC2602":2,"MGCmain":2,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XAUUSD.FOREX":2,"XME":1.5,"YGLD":0.6},"rights":null},{"id":705540,"article_id":"2643731784","title":"全球股市高位震荡，日经盘中突破7万点，韩股收涨2%，油价徘徊于80美元附近","subtitle":"","subtitle_show":0,"pub_time":1781593865000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774774","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"EWY":1.5,"FLKR":1.5,"FTXN":1.5,"JMImain":1.5,"JNImain":1.5,"NIYmain":1.5,"NKmain":1.5,"NK225MCmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KORU":1.5,"MKOR":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"VT":1.5,"VXUS":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":705464,"article_id":"2643394757","title":"对冲基金经理Gavin Baker：教科书式的IPO执行，SpaceX要做“太阳系时代的东印度公司”，成就“史上最伟大”","subtitle":"","subtitle_show":0,"pub_time":1781591578000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774773","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCM":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":705517,"article_id":"2643736299","title":"光互联市场引爆上游争夺战，AMD紧急扫货CW激光器","subtitle":"","subtitle_show":0,"pub_time":1781591490000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774772","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMD":2,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6},"rights":null},{"id":704960,"article_id":"2643780875","title":"美股融资已达历史极限！大摩警告：一场去杠杆风暴正在酝酿","subtitle":"","subtitle_show":0,"pub_time":1781586355000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774752","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":705223,"article_id":"2643177733","title":"日本央行加息至1%，为1995年以来最高水平，2027年起暂停缩债","subtitle":"","subtitle_show":0,"pub_time":1781581564000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774766","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":705249,"article_id":"2643733239","title":"如何做好火爆的港股IPO交易--来自高盛的科普","subtitle":"","subtitle_show":0,"pub_time":1781581019000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774764","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6,"IPOS":1.5,"VXUS":1.5},"rights":null},{"id":705246,"article_id":"2643733230","title":"美国电网设备短缺加剧，变压器交货周期创历史新高","subtitle":"","subtitle_show":0,"pub_time":1781580254000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774746","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159326":1.5},"rights":null},{"id":705127,"article_id":"2643738265","title":"高盛交易台提出了这个“价值万亿的问题”：“低价模型”会刺激需求，还是摧毁“顶尖模型”的定价权？","subtitle":"","subtitle_show":0,"pub_time":1781579443000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774756","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":705130,"article_id":"2643382697","title":"大摩调研预计机械硬盘HDD“至少到2028年都会出现更大短缺”，供应商定价远高于当前水平","subtitle":"","subtitle_show":0,"pub_time":1781578952000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774761","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":705152,"article_id":"2643264738","title":"创业板涨超2%，稀土永磁爆发，存储芯片拉升，恒指、恒科指双双跌超1%，科网股普跌","subtitle":"","subtitle_show":0,"pub_time":1781577927000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774763","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82800":0.6,"83115":0.6,"399006":1.95,"513600":0.6,"000001":1.93,"02800":0.6,"02833":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03037":0.6,"03067":0.6,"03088":0.6,"03115":0.6,"03147":0.6,"03417":0.6,"03419":0.6,"03423":0.6,"07200":0.6,"07226":0.6,"07234":0.6,"07300":0.6,"07500":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"09115":0.6,"HHImain":0.6,"MCHmain":0.6,"HSI":1.94,"HSTECH":1.94},"rights":null},{"id":704987,"article_id":"2643780828","title":"霍尔木兹海峡重启，美联储会“鸽派转向”、市场会重定价“降息”？","subtitle":"","subtitle_show":0,"pub_time":1781576425000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774753","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":705041,"article_id":"2643780275","title":"中国1-5月份城镇固定资产投资下降4.1%，航空、航天器及设备制造业增长16.7%","subtitle":"","subtitle_show":0,"pub_time":1781576037000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774760","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159231":1.5},"rights":null},{"id":705019,"article_id":"2643873977","title":"引爆美光股价！这家华尔街投行激进预测“存储占比会超过70%！”","subtitle":"","subtitle_show":0,"pub_time":1781575853000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774748","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.97,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":705033,"article_id":"2643191780","title":"“AI编程新贵”Cursor来时路：初期几乎贡献Anthropic一半收入，却被CluadeCode背刺，最终“卖身”SpaceX","subtitle":"","subtitle_show":0,"pub_time":1781575673000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774751","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":705022,"article_id":"2643801697","title":"中国1至5月全国房地产开发投资同比下降16.2%，新建商品房销售额同比下降13.5%","subtitle":"","subtitle_show":0,"pub_time":1781575416000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774758","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06968":1.5},"rights":null},{"id":705012,"article_id":"2643955780","title":"中国5月社零同比下降0.6%，除汽车外零售额增长1.1%","subtitle":"","subtitle_show":0,"pub_time":1781575246000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774759","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":704982,"article_id":"2643780330","title":"5月70城房价：一线城市商品住宅销售价格环比上涨，二三线城市环比下降，同比降幅总体收窄","subtitle":"","subtitle_show":0,"pub_time":1781574751000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774754","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"REET":1.5},"rights":null},{"id":704892,"article_id":"2643978731","title":"从CoWoS到CoPoS，台积电玻璃基板验证突破封装性能瓶颈","subtitle":"","subtitle_show":0,"pub_time":1781572605000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774749","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.95,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":704887,"article_id":"2643873127","title":"两大因素刺激，风险偏好“全速回归”，芯片股创出新高","subtitle":"","subtitle_show":0,"pub_time":1781572491000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774745","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.87,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"SOX":1.95,"WDC":1.88,"WDCX":0.6},"rights":null},{"id":704877,"article_id":"2643578208","title":"美联储“最鸽”理事Stephen Miran回归对冲基金，曾提出“海湖庄园协议”","subtitle":"","subtitle_show":0,"pub_time":1781571963000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774744","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":704833,"article_id":"2643778291","title":"美伊协议内容将在19日签署后公布，美方披露“停火60天、重开霍尔木兹海峡”，核心是“两步核查机制”，还有3000亿美元“激励投资”","subtitle":"","subtitle_show":0,"pub_time":1781570577000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774747","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":704817,"article_id":"2643857782","title":"世界杯爆大冷！佛得角逼平“夺冠热门”西班牙，Polymarket有账户输掉近100万美元","subtitle":"","subtitle_show":0,"pub_time":1781569282000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774740","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":704782,"article_id":"2643784139","title":"上市第2天，SpaceX再涨近20%，市值已达2.5万亿美元！接下来这两个日子要高度关注","subtitle":"","subtitle_show":0,"pub_time":1781568744000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774742","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"SSPC":0.6},"rights":null},{"id":704759,"article_id":"2643078464","title":"股东亏本也要退出，“全球最大对冲基金”怎么了？","subtitle":"","subtitle_show":0,"pub_time":1781567921000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774728","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IRR":1},"rights":null},{"id":704732,"article_id":"2643784383","title":"报道：Anthropic高管计划与美政府官员会面，讨论模型访问限制","subtitle":"","subtitle_show":0,"pub_time":1781566505000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774725","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPO":1},"rights":null},{"id":704668,"article_id":"1114348013","title":"超三倍认购！英伟达完成五年来首次公司债发行，筹集250亿美元","subtitle":"","subtitle_show":0,"pub_time":1781562154157,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":704635,"article_id":"2643789794","title":"应用材料公司推出新型沉积与蚀刻设备，助力3D芯片制程突破","subtitle":"","subtitle_show":0,"pub_time":1781561474000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774737","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04336":1.98,"AMAT":1.98},"rights":null},{"id":704598,"article_id":"2643895917","title":"霍尔木兹海峡何时重开？G7盟友不乐观，美高官称航运明显增加或需两周、恢复至战前要更久","subtitle":"","subtitle_show":0,"pub_time":1781558823000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774735","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDRY":1.5,"BOAT":1.5},"rights":null},{"id":704594,"article_id":"2643578959","title":"Polymarket伊朗和平合约陷争议：3.45亿美元押注等待裁决","subtitle":"","subtitle_show":0,"pub_time":1781558796000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774734","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":704509,"article_id":"2643468785","title":"伊朗战争冲击显现？美国5月制造业产出意外陷入停滞","subtitle":"","subtitle_show":0,"pub_time":1781554916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774731","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":704489,"article_id":"2643785512","title":"华尔街狂热追高，杠杆需求飙升，美股可能在酝酿下一个“波动率末日”","subtitle":"","subtitle_show":0,"pub_time":1781554029000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774730","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":704433,"article_id":"2643778862","title":"伊美达成协议，美债全线上涨，交易员削减美联储加息押注","subtitle":"","subtitle_show":0,"pub_time":1781548424000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774722","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UDN":1.5,"UFIV":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US7Y.BOND":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5},"rights":null},{"id":704414,"article_id":"2643000902","title":"IMF：能源供应恢复需要时间，仍对美伊战争冲击保持\"高度警惕\"","subtitle":"","subtitle_show":0,"pub_time":1781547182000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774726","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IMF":1.5},"rights":null},{"id":704417,"article_id":"2643200018","title":"美国战略石油储备降至43年低点，计划未来一年补充2亿桶","subtitle":"","subtitle_show":0,"pub_time":1781547087000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774724","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":704381,"article_id":"2643200853","title":"美伊协议难消顾虑，全球船东对重开霍尔木兹航线态度谨慎","subtitle":"","subtitle_show":0,"pub_time":1781544001000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774723","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":704378,"article_id":"2643063207","title":"油价或跌向70美元！摩根大通：全球股市轮动行情将重启","subtitle":"","subtitle_show":0,"pub_time":1781543985000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774718","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PGF":1.5,"PXE":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"VT":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":704320,"article_id":"2643202297","title":"霍尔木兹重开也没用？化肥船“大堵塞”仍难解，全球尿素贸易恢复恐需数月","subtitle":"","subtitle_show":0,"pub_time":1781539618000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774721","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":704288,"article_id":"2643202372","title":"高盛交易员警告：AI交易已不再是简单\"全面买入\"时代","subtitle":"","subtitle_show":0,"pub_time":1781538085000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774720","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GS":1.5,"GSX":0.6},"rights":null},{"id":704226,"article_id":"2643049532","title":"SpaceX、OpenAI、Anthropic排队敲钟：史上最大IPO浪潮究竟谁来买单？","subtitle":"","subtitle_show":0,"pub_time":1781536033000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774719","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPAX":0.6,"SPCF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCQ":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":704188,"article_id":"2643320198","title":"纯电存量厮杀，乐道肩扛上量重任","subtitle":"","subtitle_show":0,"pub_time":1781533236000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774713","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09866":1.98,"EVS.SI":0.6,"NIO":1.98,"NIO.SI":1.98,"NIOG":0.6},"rights":null},{"id":704125,"article_id":"2643820139","title":"美副总统：霍尔木兹海峡将“长期开放、免费通行”，伊朗：将收取航运服务费，核谈判和解除制裁将在60天内开始","subtitle":"","subtitle_show":0,"pub_time":1781532657000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774714","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BDRY":1.5,"BOAT":1.5,"BZmain":2,"CLmain":2},"rights":null},{"id":704021,"article_id":"2643209681","title":"Anthropic“高价AI套餐”翻车？用户起诉Claude限额缩水：200美元月费也不够用","subtitle":"","subtitle_show":0,"pub_time":1781530574000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774715","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":703964,"article_id":"2643789206","title":"沃什真的会缩表？花旗：盯紧准备金需求是否下调","subtitle":"","subtitle_show":0,"pub_time":1781529911000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774711","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"C":1.94},"rights":null},{"id":703954,"article_id":"2643206210","title":"险资出海再辟“新航道”，泰康资产落子“南向通”","subtitle":"","subtitle_show":0,"pub_time":1781529127000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774712","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":703936,"article_id":"2643206528","title":"海外半导体设备厂商开始涨价了","subtitle":"","subtitle_show":0,"pub_time":1781528707000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774706","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.85,"ASMU":0.6},"rights":null},{"id":703933,"article_id":"2643065472","title":"元宝接入ima知识库，腾讯生态加速打通中","subtitle":"","subtitle_show":0,"pub_time":1781528692000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774709","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.95,"HTCD.SI":0.6,"TCEHY":1.95},"rights":null},{"id":703929,"article_id":"2643206524","title":"北汽联手长安，国家队“抱团降本”？","subtitle":"","subtitle_show":0,"pub_time":1781528093000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774707","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":703883,"article_id":"2643720544","title":"“鱼子酱一哥”过关港交所聆讯","subtitle":"","subtitle_show":0,"pub_time":1781527805000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774705","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HEXmain":1.5},"rights":null},{"id":703880,"article_id":"2643205449","title":"多地2026版惠民保上线 产品分级指向可持续运营","subtitle":"","subtitle_show":0,"pub_time":1781527755000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774704","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":703886,"article_id":"2643205444","title":"青农商行驳回私募分红议案：信用账户持股不计入提案门槛","subtitle":"","subtitle_show":0,"pub_time":1781527716000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774703","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002958":1.5,"VIG":1.5},"rights":null},{"id":703906,"article_id":"2643288205","title":"市场太乐观了？华尔街老将警告：油价、美债和通胀的滞后冲击才刚开始","subtitle":"","subtitle_show":0,"pub_time":1781527167000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774702","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BWET":1.5,"DBE":1.5,"DBND":1.5,"DBO":1.5,"DIG":1.5,"DUG":1.5,"EDV":1.5,"ERX":1.5,"FAZ":1.5,"FTXN":1.5,"MTNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"IEO":1.5,"IXC":1.5,"JPST":1.5,"MINT":1.5,"MUB":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SHV":1.5,"SHY":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"VCSH":1.5,"VDE":1.5,"VGIT":1.5,"VGSH":1.5,"WTIU":1.5,"ZROZ":1.5},"rights":null},{"id":703896,"article_id":"2643205557","title":"200亿美元！英伟达五年来首度发行公司债，AI科技巨头借贷热潮延续","subtitle":"","subtitle_show":0,"pub_time":1781526686000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774700","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.96,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":703842,"article_id":"2643205879","title":"AI造富神话背后：15万人失业、数千人暴富，科技业走向新的“占领华尔街”时刻？","subtitle":"","subtitle_show":0,"pub_time":1781526599000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774699","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":703796,"article_id":"2643035982","title":"AI推理如何创造新的内存需求","subtitle":"","subtitle_show":0,"pub_time":1781525109000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774698","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5},"rights":null},{"id":703747,"article_id":"2643120841","title":"AI算力瓶颈松动？报道：台积电CoWoS缺口将从20%降至10%","subtitle":"","subtitle_show":0,"pub_time":1781523362000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774694","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.85,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":703732,"article_id":"2643208627","title":"科技股不再“一枝独秀”！大摩Wilson看多周期股：区域银行、运输板块有望补涨","subtitle":"","subtitle_show":0,"pub_time":1781523351000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774692","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02834":0.6,"03034":0.6,"03086":1.5,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"IAT":1.5,"SKRE":1.5,"TTTN":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":703729,"article_id":"2643612208","title":"美伊协议在望，可以抄底黄金了吗？","subtitle":"","subtitle_show":0,"pub_time":1781523135000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774691","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":703657,"article_id":"2643270979","title":"霍尔木兹风险降温，美国汽油价格或跌破4美元关口，消费者迎来“油价喘息”","subtitle":"","subtitle_show":0,"pub_time":1781521709000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774690","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":703575,"article_id":"2643277623","title":"铝价短期的三重逆风","subtitle":"","subtitle_show":0,"pub_time":1781519845000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774678","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBB":0.9,"IAI":1,"PICK":0.9,"XME":0.9},"rights":null},{"id":703248,"article_id":"2643276190","title":"美伊协议“达成”，对冲基金们重启“战前交易手册”","subtitle":"","subtitle_show":0,"pub_time":1781519794300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774669","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NQmain":2,"QQQ":2,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":2,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TQQQ":2,"UDOW":0.6,"UPRO":0.6,"UVIX":0.6,"UVXY":0.6,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":0.6,"VXX":2,"YMmain":2,"YSPY":0.6},"rights":null},{"id":703451,"article_id":"2643475274","title":"报道：伊朗将允许霍尔木兹海峡自由过境60天","subtitle":"","subtitle_show":0,"pub_time":1781517078000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774682","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.66,"DBC":0.66,"DBE":0.66,"DBO":0.66,"DIG":0.66,"DRIP":0.66,"DRLL":0.66,"DUG":0.66,"ERX":0.66,"FTXN":0.66,"GUSH":0.66,"IEO":0.66,"IXC":0.66,"OIH":0.66,"OILK":0.66,"OILT":0.66,"OILU":0.66,"PXE":0.66,"PXJ":0.66,"USE":0.66,"USL":0.66,"USOI":0.66,"VDE":0.66,"WTIU":0.66,"XES":0.66},"rights":null},{"id":703359,"article_id":"2643627168","title":"本周悬念拉满！沃什上任的第一把火：停止解释一切？","subtitle":"","subtitle_show":0,"pub_time":1781515085000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774674","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"STT":1.61},"rights":null},{"id":703351,"article_id":"2643525271","title":"周二，日本央行加息“板上钉钉”，1%利率时代有望回归！","subtitle":"","subtitle_show":0,"pub_time":1781514751000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774681","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":703106,"article_id":"2643275602","title":"为何美伊协议对美联储而言未必是鸽派信号？","subtitle":"","subtitle_show":0,"pub_time":1781513701700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774677","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"NQmain":2,"PBDC":1.5,"QQQ":2,"SCHO":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"SQQQ":2,"SVIX":0.6,"SVXY":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":2,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"UVIX":0.6,"UVXY":0.6,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2,"ZROZ":1.5},"rights":null},{"id":703254,"article_id":"2643276411","title":"AI引爆MLCC，村田积极扩产、三星电机拿下1.5万亿韩元大单","subtitle":"","subtitle_show":0,"pub_time":1781512539000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774679","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"EMXC":1.5},"rights":null},{"id":703109,"article_id":"2643275195","title":"Fable 5被封禁前24小时：白宫多次电话施压，Anthropic拒绝下架，最终遭强制出口管制","subtitle":"","subtitle_show":0,"pub_time":1781510829000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774668","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.85,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"USAW.SI":0.6},"rights":null},{"id":703009,"article_id":"2643827357","title":"美伊协议“达成”，美国原油库存却已逼近红线，回补需数月","subtitle":"","subtitle_show":0,"pub_time":1781508626000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774664","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.85,"DBC":0.85,"DBE":0.85,"DIG":0.85,"DRIP":0.85,"DRLL":0.9,"ERX":0.85,"FTXN":0.85,"GUSH":0.85,"IEO":0.85,"IXC":0.85,"OIH":0.85,"OILK":0.85,"OILT":0.85,"OILU":0.85,"PXE":0.85,"PXJ":0.85,"SPR":1,"USE":0.85,"USL":0.85,"USOI":0.85,"VDE":0.85,"WTIU":0.85,"XES":0.85,"XOP":0.74},"rights":null},{"id":703069,"article_id":"2643275586","title":"下一代光模块之争，不会是赢家通吃？","subtitle":"","subtitle_show":0,"pub_time":1781508077000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774665","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"CHAT":0.71,"CHPS":0.62,"CHPY":0.62,"DIPS":0.6,"FTXL":0.62,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.71,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"ON":0.71,"PSI":0.62,"SMH":0.62,"SMHX":0.62,"SNVD.UK":0.6,"SOXL":0.62,"SOXQ":0.62,"SOXS":0.62,"SOXX":0.62,"SOXY":0.62,"SSG":0.62,"TEKX":0.62,"USD":0.62,"XSD":0.62},"rights":null},{"id":702907,"article_id":"2643203182","title":"微软CEO警告：少数人工智能领域的赢家可能会摧毁“整个行业”","subtitle":"","subtitle_show":0,"pub_time":1781504932000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774666","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.94,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":702892,"article_id":"2643271782","title":"高盛警示：空头回补主导美股夏季行情，沃什首次FOMC或成\"定时炸弹\"","subtitle":"","subtitle_show":0,"pub_time":1781503954000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774656","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"OEF":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":702878,"article_id":"2643227910","title":"从Tokenmaxxing转向Tokenminimizing！Meta扎克伯格承认犯错","subtitle":"","subtitle_show":0,"pub_time":1781503573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774662","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"BULZ":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":702854,"article_id":"2643722761","title":"法德意英四国发声：呼吁紧急重开霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1781503391000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774661","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":702819,"article_id":"2643463222","title":"巴克莱：太空数据中心成本是地面三倍，十年内难撼传统玩家","subtitle":"","subtitle_show":0,"pub_time":1781501440000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774659","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":702704,"article_id":"2643212732","title":"摩根士丹利：电力短缺正成为AI的核心瓶颈","subtitle":"","subtitle_show":0,"pub_time":1781495016000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774655","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159146":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"MS":1.5},"rights":null},{"id":702678,"article_id":"2643214942","title":"低收入消费者捂紧钱包，麦当劳客流告急，美国餐饮业寒意蔓延","subtitle":"","subtitle_show":0,"pub_time":1781494714000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774654","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MCD":1.5},"rights":null},{"id":702672,"article_id":"2643722114","title":"外资撤离超长期日债，日本地方银行十年来首度入场","subtitle":"","subtitle_show":0,"pub_time":1781493698000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774649","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SKRE":1.5},"rights":null},{"id":702558,"article_id":"2643229875","title":"创业板涨超2%，航运、贵金属爆发，算力硬件大涨，恒指、恒科指双双涨超1%，智谱狂飙30%","subtitle":"","subtitle_show":0,"pub_time":1781488612000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774643","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82800":0.6,"83115":0.6,"399006":1.96,"513600":0.6,"600751":1.86,"000001":1.9,"02513":1.88,"02800":0.6,"02833":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03037":0.6,"03067":0.6,"03088":0.6,"03115":0.6,"03147":0.6,"03417":0.6,"03419":0.6,"03423":0.6,"07200":0.6,"07226":0.6,"07234":0.6,"07300":0.6,"07500":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"09115":0.6,"HHImain":0.6,"MCHmain":0.6,"HSI":1.94,"HSTECH":1.94},"rights":null},{"id":702290,"article_id":"2643868225","title":"超级IPO、超级增发不断！天量融资之下，美股“核心亮点之一”已经没了","subtitle":"","subtitle_show":0,"pub_time":1781485804000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774641","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":702287,"article_id":"2643225850","title":"产业四巨头“盖章确认”：“被动元器件MLCC”正经历“史上最长缺货潮”","subtitle":"","subtitle_show":0,"pub_time":1781485573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774637","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":702224,"article_id":"2643931223","title":"SpaceX明年要部署1GW太空算力，服务器机柜和光通信产业链“闻风而动”","subtitle":"","subtitle_show":0,"pub_time":1781484633000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774635","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GLW":2,"GLWG":0.6,"LITE":2,"LITX":0.6,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":2,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":702259,"article_id":"2643223356","title":"美伊协议“达成”！特朗普称“霍尔木兹海峡周五免费开放”，伊朗称“所获成果远大于承诺”","subtitle":"","subtitle_show":0,"pub_time":1781483141000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774634","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2,"ESmain":2,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NQmain":2,"YMmain":2},"rights":null},{"id":702165,"article_id":"2643235212","title":"“空头”美银Hartnett“更悲观”了：继续减仓，直到沃什7月“转鹰”","subtitle":"","subtitle_show":0,"pub_time":1781482595000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774632","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BAC":1.87},"rights":null},{"id":702133,"article_id":"2643223331","title":"美伊达成协议，油价开盘重挫4%，美股期货走高，韩股大涨5%","subtitle":"","subtitle_show":0,"pub_time":1781481660000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774633","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"EWY":1.5,"FLKR":1.5,"FTXN":1.5,"FGBXmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KORU":1.5,"MKOR":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VXUS":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":701985,"article_id":"2643824434","title":"头部保险迎来新一轮董事提名，黄耿成新华保险董事候选人","subtitle":"","subtitle_show":0,"pub_time":1781439322000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774627","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601336":1.5,"01336":1.5},"rights":null},{"id":701917,"article_id":"1174752929","title":"美债收益率压制股市的关键门槛，高盛：沃什时代首次FOMC会议或成试金石","subtitle":"","subtitle_show":0,"pub_time":1781428724936,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":701922,"article_id":"1111948037","title":"剑指微信！报道：支付宝酝酿重大改版，将引入AI助手\"阿宝\"","subtitle":"","subtitle_show":0,"pub_time":1781428466658,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":701911,"article_id":"2643965246","title":"5万次模拟之后，高盛认为世界杯冠军六成概率落入这三支球队","subtitle":"","subtitle_show":0,"pub_time":1781425228000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774611","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":701901,"article_id":"1136106003","title":"“小巴菲特”：我不投AI！最大遗憾错过早期Palantir少赚数百亿美元，看好被市场“烧伤”的商业地产","subtitle":"","subtitle_show":0,"pub_time":1781417496077,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"PLOO":0.6,"PLTA":0.6,"PLTD":0.6,"PLTG":0.6,"PLTI":0.6,"PLTR":2,"PLTU":0.6,"PLTW":0.6,"PLTY":0.6,"PLTZ":0.6,"PLYY":0.6,"PTIR":0.6},"rights":null},{"id":701798,"article_id":"2643766211","title":"AI版次贷危机的味道？1.8万亿美元表外敞口，正成为这轮狂欢的定时炸弹","subtitle":"","subtitle_show":0,"pub_time":1781408728000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774579","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":701894,"article_id":"2643243574","title":"“告诉他他就是个XXX”！直播会议现场失控，Meta内部爆发\"AI叛乱\"","subtitle":"","subtitle_show":0,"pub_time":1781403388000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774601","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BULZ":1.5,"CHAT":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"XXX":1.5,"YMAG":1.5},"rights":null},{"id":701886,"article_id":"2643524336","title":"Anthropic全球下架Mythos和Fable模型的“幕后推手”：“主要股东”亚马逊CEO","subtitle":"","subtitle_show":0,"pub_time":1781400528000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774600","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.95,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"USAW.SI":0.6},"rights":null},{"id":701937,"article_id":"1135889918","title":"两万亿SpaceX上市，Mag 7不够叫了？MANGOS闪亮登场","subtitle":"","subtitle_show":0,"pub_time":1781395334945,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPCX":2},"rights":null},{"id":701827,"article_id":"2643231214","title":"谁降价谁更弱势！摩根大通：智谱和Minimax做了同样的实验，但结果相反","subtitle":"","subtitle_show":0,"pub_time":1781354558000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774596","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02513":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":701818,"article_id":"2643149422","title":"巴基斯坦总理：预计美伊协议将在24小时内敲定","subtitle":"","subtitle_show":0,"pub_time":1781350343000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774594","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":701822,"article_id":"2643721413","title":"亚马逊之后，Meta也限制AI使用量了！当大厂都用不起Token，大模型巨头该“控制利润率”了？","subtitle":"","subtitle_show":0,"pub_time":1781350149000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774595","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.77,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"META":1.96,"METD":0.6,"METU":0.6,"METW":0.6,"USAW.SI":0.6},"rights":null},{"id":701806,"article_id":"2643824214","title":"经过两周调整，美国大型科技股仓位已经回落至“中性水平”、甚至略低于盈利增长","subtitle":"","subtitle_show":0,"pub_time":1781344547000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774576","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MAGS":1.5},"rights":null},{"id":701789,"article_id":"2643121149","title":"SpaceX“出租算力之谜”有了解释：“技术问题”无法满足模型训练，Colossus 1全部算力出租","subtitle":"","subtitle_show":0,"pub_time":1781339111000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774584","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701782,"article_id":"2643021160","title":"SpaceX上市幕后大戏：抢跑OpenAI、疯狂并购装资产，华尔街全程被牵着鼻子走","subtitle":"","subtitle_show":0,"pub_time":1781335363000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774577","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FAZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701929,"article_id":"2643191162","title":"SpaceX上市首日超越特斯拉，SpaceX总裁暗示“合并”，特斯拉股东热盼","subtitle":"","subtitle_show":0,"pub_time":1781334988000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774569","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"LOFF":0.6,"SPCF":0.6,"SPCH":0.6,"SPCX":1.97,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.93,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":701774,"article_id":"2643118792","title":"首秀“丝滑”收官，SpaceX为OpenAI们打了个样！","subtitle":"","subtitle_show":0,"pub_time":1781330370000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774575","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701771,"article_id":"2643211867","title":"美伊接近协议、SpaceX完成IPO，币圈多空激辩：底部到了吗？","subtitle":"","subtitle_show":0,"pub_time":1781327763000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774565","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701762,"article_id":"2643219052","title":"OpenAI突遭联合调查、Anthropic顶级模型被叫停，美国AI监管风暴升级","subtitle":"","subtitle_show":0,"pub_time":1781327556000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774574","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":701751,"article_id":"2643219414","title":"又一家万亿美元级别IPO！SK海力士计划8月在纳斯达克上市，募资高达140亿美元","subtitle":"","subtitle_show":0,"pub_time":1781322361000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774573","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NDAQ":1.87},"rights":null},{"id":701748,"article_id":"2643419219","title":"投行圈的“奥运金牌”：SpaceX IPO承销费5亿美元，高盛和大摩各分1亿，高盛还能赚更多","subtitle":"","subtitle_show":0,"pub_time":1781320302000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774566","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"GS":1.5,"GSX":0.6,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701754,"article_id":"2643021942","title":"近3月收益54%，平安基金要文强：看好7、8月AI行情，不要担心，每一波超额收益都来自宏观波动，看好五个细分方向","subtitle":"","subtitle_show":0,"pub_time":1781319152000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774572","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":701766,"article_id":"2643190982","title":"上线仅四日就遭下架，Fable 5和Mythos 5被美政府列出口管制，Anthropic服从但不认同","subtitle":"","subtitle_show":0,"pub_time":1781312220000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774567","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.88,"ARTY":0.88,"CHAT":0.88},"rights":null},{"id":701684,"article_id":"1131107160","title":"全球首位万亿美元级别富豪，马斯克=7个巴菲特！美民主党呼吁征收富人税","subtitle":"","subtitle_show":0,"pub_time":1781312182379,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPCX":2},"rights":null},{"id":701642,"article_id":"2643704215","title":"华尔街对历史性SpaceX IPO极端两极分化！目标价60-190美元","subtitle":"","subtitle_show":0,"pub_time":1781310350000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774563","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FAZ":1.5,"IPOS":1.5,"SNK":1.5,"SPAL":1.5,"SPCU":1.5,"SPCX":1.5,"UDN":1.5,"UUP":1.5,"XOVR":1.5},"rights":null},{"id":701645,"article_id":"2643215083","title":"法官同意暂停废除“特朗普10万美元H-1B签证费”的裁决","subtitle":"","subtitle_show":0,"pub_time":1781306761000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774562","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":701632,"article_id":"1181489732","title":"2万亿巨头来了！SpaceX首秀收涨19%，超3500亿美元疯抢史上最大IPO","subtitle":"","subtitle_show":0,"pub_time":1781304988316,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPCX":2},"rights":null},{"id":701567,"article_id":"2643215988","title":"很难赌马斯克会输！散户一边骂贵一边疯抢SpaceX，但绝大多数不打算长期持股","subtitle":"","subtitle_show":0,"pub_time":1781303119000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774560","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.81,"HODU":0.6,"HOII":0.6,"HOOD":1.85,"HOOG":0.6,"HOOI":0.6,"HOOW":0.6,"HOOX":0.6,"HOOY":0.6,"HOOZ":0.6,"HOYY":0.6,"ROBN":0.6,"UFO":0.6},"rights":null},{"id":701512,"article_id":"2643180322","title":"交易员对美元的看涨情绪升至逾一年来最高水平","subtitle":"","subtitle_show":0,"pub_time":1781297290000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774558","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":701515,"article_id":"2643921803","title":"市场拥挤交易快速退潮！对冲基金净杠杆骤降至一年第8百分位","subtitle":"","subtitle_show":0,"pub_time":1781297278000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774559","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":0.62},"rights":null},{"id":701525,"article_id":"2643213823","title":"2万亿航天巨头来了！SpaceX首秀收涨19%，超3500亿美元疯抢史上最大IPO","subtitle":"","subtitle_show":0,"pub_time":1781296640000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774544","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701430,"article_id":"2643290423","title":"美国战略石油储备出口创历史新高，九成流向欧洲","subtitle":"","subtitle_show":0,"pub_time":1781294199000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774557","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":701417,"article_id":"2643290830","title":"海湾局势重大转折？阿联酋被曝将对伊朗解冻百亿美元，换取停止袭击承诺","subtitle":"","subtitle_show":0,"pub_time":1781292911000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774555","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":701353,"article_id":"2643089292","title":"全球交易员屏息等待SpaceX登场：顾不上吃饭，陪女友看剧也不忘盯盘","subtitle":"","subtitle_show":0,"pub_time":1781287791000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774551","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701289,"article_id":"2643294219","title":"SpaceX掀起IPO狂潮，摩根大通：华尔街投行业务或被低估","subtitle":"","subtitle_show":0,"pub_time":1781282919000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774550","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FAZ":1.5,"IPOS":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"LOFF":0.6,"PGF":1.5,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":701163,"article_id":"2642473291","title":"油市“地缘溢价”撑不了太久？高盛：供应过剩格局下，2027年布油将回落至80美元","subtitle":"","subtitle_show":0,"pub_time":1781279569000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774549","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"UDN":1.5,"USO":1.5,"UUP":1.5},"rights":null},{"id":700812,"article_id":"2642691295","title":"伯恩斯坦：中国大模型将成为全球市场的“性价比之王”","subtitle":"","subtitle_show":0,"pub_time":1781270631000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774541","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":0.6,"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BABA":0.68,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"CHAT":0.9,"EDZ":0.88,"ALBmain":0.68,"IEMG":0.68,"KBAB":0.6},"rights":null},{"id":700784,"article_id":"2642793293","title":"“美伊协议即将达成”叙事回归，但伊朗拒绝放弃霍尔木兹海峡“筹码”","subtitle":"","subtitle_show":0,"pub_time":1781269516000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774540","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":700738,"article_id":"2642729824","title":"科技股“一念天堂一念地狱”：美股剧烈轮动令多头失去方向","subtitle":"","subtitle_show":0,"pub_time":1781267700000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774539","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":1.5,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"TTTN":1.5,"UDOW":0.6,"UPRO":0.6,"VGT":1.5,"VOO":0.6,"XLK":1.5,"YSPY":0.6},"rights":null},{"id":700700,"article_id":"2642298658","title":"百年八次金融危机复盘：三类过剩同时亮红灯，“真正的考验”或在加息之后","subtitle":"","subtitle_show":0,"pub_time":1781266850000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774535","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":700688,"article_id":"2642298398","title":"博睿康冲刺“脑机接口第一股”，50亿估值对赌浮出水面","subtitle":"","subtitle_show":0,"pub_time":1781266121000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774537","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":0.9},"rights":null},{"id":700677,"article_id":"2642025260","title":"从薯片包装到汽车零件，塑料涨价正酝酿下一场美国通胀危机","subtitle":"","subtitle_show":0,"pub_time":1781265724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774536","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159306":1.5},"rights":null},{"id":700620,"article_id":"2642260699","title":"SpaceX最大惊喜不只是火箭？硅谷大佬：真正被低估的是AI编程业务","subtitle":"","subtitle_show":0,"pub_time":1781264355000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774534","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":700629,"article_id":"2642260605","title":"原油空头头寸两个月内翻三倍，交易员押注霍尔木兹危机即将落幕","subtitle":"","subtitle_show":0,"pub_time":1781263599000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774530","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":700569,"article_id":"2642718267","title":"韩股剧烈震荡后，巴克莱警告：“国家队”暂停调仓将放大市场波动","subtitle":"","subtitle_show":0,"pub_time":1781263327000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774531","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":700645,"article_id":"2642526018","title":"国内卷出的AI产线，开向大洋彼岸","subtitle":"","subtitle_show":0,"pub_time":1781262973000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774532","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":700606,"article_id":"2642261444","title":"今晚，SpaceX历史性IPO：马斯克“信仰溢价”迎来资本公投！","subtitle":"","subtitle_show":0,"pub_time":1781262907000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774523","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"DXYZ":1.81,"SPCX":1.83,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":700437,"article_id":"2642645932","title":"首次增资获批，苏银理财注册资本升至30亿元","subtitle":"","subtitle_show":0,"pub_time":1781257494000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774527","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":700344,"article_id":"2642269129","title":"中国5月新增社融2.03万亿元，新增人民币贷款5200亿元，M2同比增长8.6%","subtitle":"","subtitle_show":0,"pub_time":1781255929000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774524","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CYB":0.6,"CNHmain":1.5,"MCNHmain":1.5,"MUCmain":1.5,"UCmain":1.5},"rights":null},{"id":700440,"article_id":"2642264591","title":"李书福“放手”，淦家阅挑起吉利最重的担子","subtitle":"","subtitle_show":0,"pub_time":1781255441000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774525","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80175":0.6,"00175":1.5,"EVS.SI":0.6,"GELYY":0.6},"rights":null},{"id":700073,"article_id":"2642225761","title":"“前路依然坎坷”！高盛首席美股策略师：最近的震荡不是结束，而是更大波动的开始","subtitle":"","subtitle_show":0,"pub_time":1781254527000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774511","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":700311,"article_id":"2642266470","title":"Groq CEO谈“芯片架构”：GPU是“重型大货车”，LPU是“最后一公里快递”","subtitle":"","subtitle_show":0,"pub_time":1781254517000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774519","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.86,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":700255,"article_id":"2642265790","title":"SpaceX上市倒计时，美股期指转涨，太空概念股盘前普涨，美伊协议现曙光，布油大跌5%","subtitle":"","subtitle_show":0,"pub_time":1781253740000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774481","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":0.6,"DWT":0.6,"DXYZ":1.5,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"IPOS":1.5,"LOFF":0.6,"SCO":1.5,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UCO":1.5,"UFO":0.6,"USO":1.5,"XOVR":1.5},"rights":null},{"id":700252,"article_id":"2642265715","title":"“AI云新贵”Nebius CEO：“四层架构”对抗巨头，“只有不断移动才能生存”","subtitle":"","subtitle_show":0,"pub_time":1781253598000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774510","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":700236,"article_id":"2642658932","title":"外卖配送费或降至每单1美元？巴克莱：欧美2030年前有望普及自动驾驶配送","subtitle":"","subtitle_show":0,"pub_time":1781252848000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774495","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":700173,"article_id":"2642263687","title":"日本两厂7月停产在即，芯片制造关键气体六氟化钨价格暴涨200%","subtitle":"","subtitle_show":0,"pub_time":1781251287000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774521","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600072":1.87,"600549":1.79,"SOX":1.84},"rights":null},{"id":700041,"article_id":"2642252994","title":"AI材料短缺蔓延：英伟达亲自下场抢购HVLP4铜箔，2026年缺口达1500吨","subtitle":"","subtitle_show":0,"pub_time":1781247974600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774502","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"301217":1.87,"603110":1.79,"605006":1.82,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.95,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":700063,"article_id":"1132897779","title":"SK海力士、三星、台积电同时被限！华尔街大行限制对冲基金对亚洲芯片股的杠杠押注","subtitle":"","subtitle_show":0,"pub_time":1781245678569,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":700044,"article_id":"2642130252","title":"美国30年期国债拍卖遇冷：海外需求骤降，交易商被迫接盘","subtitle":"","subtitle_show":0,"pub_time":1781244615000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774503","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5},"rights":null},{"id":700035,"article_id":"2642529912","title":"企业级AI，工程比模型更接近价值","subtitle":"","subtitle_show":0,"pub_time":1781243967000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774509","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":699998,"article_id":"2642254711","title":"影子市场：SpaceX上市首日预期大涨超35%，估值或突破2万亿美元","subtitle":"","subtitle_show":0,"pub_time":1781243916000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774506","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":700007,"article_id":"2642540412","title":"芯片股大涨后，华尔街大行限制对冲基金杠杠做多SK海力士、三星和台积电等","subtitle":"","subtitle_show":0,"pub_time":1781242899000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774508","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"C":1.84,"GS":1.84,"GSX":0.6,"JPM":1.84,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"STSM":0.6,"TSM":1.92,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":699584,"article_id":"2642258596","title":"SpaceX周五上市，杠杆/反向ETF周一就抢着“配套”","subtitle":"","subtitle_show":0,"pub_time":1781239861000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774477","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FDN":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":699565,"article_id":"2642623006","title":"下周，所有人都盯着沃什的“美联储首秀”","subtitle":"","subtitle_show":0,"pub_time":1781238800000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774476","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"NQmain":2,"PBDC":1.5,"QQQ":2,"SCHO":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"SQQQ":2,"SVIX":0.6,"SVXY":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":2,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"UVIX":0.6,"UVXY":0.6,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":1.5,"VXX":2,"YMmain":2,"ZROZ":1.5},"rights":null},{"id":699912,"article_id":"2642513542","title":"报道：美伊就谅解备忘录文本达成共识，仍需最终批准，将延长停火60天","subtitle":"","subtitle_show":0,"pub_time":1781238478100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774499","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":699883,"article_id":"2642259410","title":"突发！SK海力士清州工厂再度起火，3600人紧急疏散","subtitle":"","subtitle_show":0,"pub_time":1781235073000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774497","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EDZ":1.5,"EEMO":1.5},"rights":null},{"id":699887,"article_id":"2642412259","title":"BMO上调标普500目标至7850点：强劲盈利撑起牛市逻辑，通胀或成2026年最大变数","subtitle":"","subtitle_show":0,"pub_time":1781234939000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774496","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"161125":1.5,".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ETFT":0.6,"GPIQ":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MMAX":0.6,"MOAT":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOBL":0.6,"NOCT":0.6,"OEF":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHG":1.5,"SCHX":0.6,"SDOW":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYB":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SQQQ":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TQQQ":0.6,"TQQY":0.6,"TSPY":0.6,"TVIXF":0.6,"UDOW":0.6,"UPRO":0.6,"USMV":0.6,"UVIX":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VOO":0.6,"VOOG":1.5,"VTI":0.6,"VTV":0.6,"VUG":1.5,"VV":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"VYM":1.5,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":699826,"article_id":"2642256733","title":"植田住院，内田救场：下周这场45分钟记者会，可能决定下半年的市场走向","subtitle":"","subtitle_show":0,"pub_time":1781232887000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774493","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":0.9,"JPYmain":0.9,"MJYmain":0.6,"TNmain":0.64,"UBmain":0.64,"ZBmain":0.64,"ZFmain":0.64,"ZNmain":0.64,"ZTmain":0.64,"FXY":0.9,"HEWJ":0.9,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":0.9,"US12M.BOND":0.9,"US2Y.BOND":0.9,"US30Y.BOND":0.9,"US3Y.BOND":0.9,"US5Y.BOND":0.9,"US6M.BOND":0.9,"US7Y.BOND":0.9,"USDJPY.FOREX":0.9,"YCL":0.9,"YCS":0.9},"rights":null},{"id":699831,"article_id":"2642567802","title":"黄金的三重压制：加息预期、央行抛售与IPO热潮","subtitle":"","subtitle_show":0,"pub_time":1781231874000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774491","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IPOS":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UYM":1.5},"rights":null},{"id":699788,"article_id":"2642625693","title":"高盛：2020-2021年重演，碳酸锂四季度或冲击25万元/吨！","subtitle":"","subtitle_show":0,"pub_time":1781231562000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774488","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SETM":0.76},"rights":null},{"id":699603,"article_id":"2642723258","title":"7月底开始，CME将推出“7×24”全天候黄金和原油期货合约交易","subtitle":"","subtitle_show":0,"pub_time":1781225296000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774478","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"CME":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":699596,"article_id":"2642258201","title":"AI弹药远远还没耗尽！高盛预计2027年科技巨头资本开支规模达1.4万亿美元","subtitle":"","subtitle_show":0,"pub_time":1781224370000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774479","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GOOG":0.6,"GSX":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"XMAG":1.5},"rights":null},{"id":699599,"article_id":"2642258206","title":"世界杯拉开大幕：东道主墨西哥拿下首胜，预测市场将迎来“分水岭时刻”","subtitle":"","subtitle_show":0,"pub_time":1781224273000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774482","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":699558,"article_id":"2642300522","title":"“史上最大IPO”造就“史上最赚钱VC投资”","subtitle":"","subtitle_show":0,"pub_time":1781222791000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774472","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5,"VC":1.5},"rights":null},{"id":699551,"article_id":"2642123003","title":"伊战以来首个加息的大央行，欧央行7月还会加吗？","subtitle":"","subtitle_show":0,"pub_time":1781222765000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774474","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":699548,"article_id":"2642300372","title":"“买不到”的对冲基金","subtitle":"","subtitle_show":0,"pub_time":1781222741000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774471","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":699537,"article_id":"2642237070","title":"Adobe Q2营收超预期，业绩指引上调，但CFO离职引担忧","subtitle":"","subtitle_show":0,"pub_time":1781219052000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774470","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ADBE":2.1,"ADBG":0.6},"rights":null},{"id":699455,"article_id":"2642923766","title":"报道：Google疑虑致Crusoe被迫退出，怀俄明州AI数据中心项目并未终止","subtitle":"","subtitle_show":0,"pub_time":1781216580000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774468","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BE":1.87,"BEG":0.6,"BEX":0.6,"BEZ":0.6,"BKH":1.81,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.88,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":699451,"article_id":"2642237664","title":"OpenAI收购云环境初创公司Ona，强化AI编程助手Codex竞争力","subtitle":"","subtitle_show":0,"pub_time":1781216569000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774463","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":699437,"article_id":"2642082232","title":"伊朗外交部称尚未就伊美协议达成最终结论，以方称特朗普承诺协议包括移除伊浓缩铀","subtitle":"","subtitle_show":0,"pub_time":1781214666000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774462","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":699381,"article_id":"2642345432","title":"美国最高法院为基金业筑起法律护城河：投资者私诉权遭重大限制","subtitle":"","subtitle_show":0,"pub_time":1781210037000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774458","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":699265,"article_id":"2642236942","title":"OPEC连续第二个月下调2026年石油需求增长预测","subtitle":"","subtitle_show":0,"pub_time":1781200146000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774451","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":0.6,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":699298,"article_id":"2642239501","title":"几小时内反转！特朗普称取消打击伊朗计划，协议基本定稿、伊朗各方批准，或周末在欧洲签署","subtitle":"","subtitle_show":0,"pub_time":1781199567000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774457","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DBC":0.74,"DBE":0.74,"DIG":0.74,"DRIP":0.74,"DRLL":0.74,"ERX":0.74,"ESmain":2,"FTXN":0.74,"GUSH":0.74,"IEO":0.74,"IXC":0.74,"NQmain":2,"PXE":0.74,"PXJ":0.74,"USE":0.74,"VDE":0.74,"WTIU":0.74,"XES":0.74,"XOP":0.74,"YMmain":2},"rights":null},{"id":699230,"article_id":"2642352952","title":"SpaceX IPO吸引资管巨头蜂拥入场，贝莱德被曝豪掷至少50亿美元认购","subtitle":"","subtitle_show":0,"pub_time":1781196695000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774455","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLK":1.5,"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":699206,"article_id":"2642223568","title":"欧央行7月行动成迷局：路透称暂停概率大，彭博称加息难排除","subtitle":"","subtitle_show":0,"pub_time":1781194891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774453","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":699202,"article_id":"2642596235","title":"美银：为什么智能体AI崛起会让CPU重新“变香”?","subtitle":"","subtitle_show":0,"pub_time":1781194713000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774449","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":699195,"article_id":"2642235343","title":"SpaceX IPO背后：硅谷风投“阶级洗牌”开始了","subtitle":"","subtitle_show":0,"pub_time":1781194346000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774452","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":699137,"article_id":"2642740238","title":"城堡证券深度解析：前沿AI的高成本正将行业推向结构性分化拐点","subtitle":"","subtitle_show":0,"pub_time":1781190843000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774450","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161027":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":699126,"article_id":"2642388252","title":"甲骨文财报是真利空？市场在恐慌什么？","subtitle":"","subtitle_show":0,"pub_time":1781189631100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774446","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ORCL":1.97,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6},"rights":null},{"id":698950,"article_id":"2642287278","title":"AI阴影笼罩软件行业：短暂反弹后，美软件股重陷七连跌","subtitle":"","subtitle_show":0,"pub_time":1781185118000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774443","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IGM":1.5,"IGV":1.5},"rights":null},{"id":698904,"article_id":"2642287514","title":"“逃离霍尔木兹”？日本政府宣布：7月原油进口将“100%绕开海峡”","subtitle":"","subtitle_show":0,"pub_time":1781184424000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774433","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":698914,"article_id":"2642028754","title":"增程车现近5年最大跌幅，就等小米来救场？","subtitle":"","subtitle_show":0,"pub_time":1781184373000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774444","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81810":0.6,"01810":1.92,"02015":1.9,"09868":1.86,"EVS.SI":0.6,"HXXD.SI":0.6,"LI":1.9,"XIACY":1.92,"XPEG":0.6,"XPEV":1.86},"rights":null},{"id":698892,"article_id":"1109957628","title":"市场消息：谷歌正在与三星洽谈，以共同开发TPU组件","subtitle":"","subtitle_show":0,"pub_time":1781184194921,"source_id":"","language":"zh","url":"","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":2,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":698899,"article_id":"2642328730","title":"台积电产能告急，谷歌TPU被曝首次引入三星代工","subtitle":"","subtitle_show":0,"pub_time":1781184158000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774442","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.92,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"SSNLF":1.91,"STSM":0.6,"TSM":1.96,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":698847,"article_id":"2642282118","title":"SpaceX上市前夕，散户砸700亿美元抢筹，科技股遭抛售筹资","subtitle":"","subtitle_show":0,"pub_time":1781181821000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774441","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02834":0.6,"03034":0.6,"03086":1.5,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"TTTN":1.5,"UFO":0.6,"VGT":1.5,"XLK":1.5,"XOVR":1.5},"rights":null},{"id":698789,"article_id":"2642828443","title":"美国5月PPI同比6.5%，创逾三年最大涨幅，核心通胀意外放缓至4.9%","subtitle":"","subtitle_show":0,"pub_time":1781181436000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774440","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PPI":1.5},"rights":null},{"id":698741,"article_id":"2642284583","title":"SpaceX上市前夕，美股太空概念强劲反弹","subtitle":"","subtitle_show":0,"pub_time":1781180655000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774435","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":698756,"article_id":"2642849132","title":"伊朗战争推高通胀压力，欧洲央行近三年来首次加息！","subtitle":"","subtitle_show":0,"pub_time":1781180135000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774438","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EPV":1.5,"EUFN":1.5,"EURL":1.5,"FEZ":1.5,"FLEE":1.5,"FXE":1.5,"IEUR":1.5,"IEV":1.5,"SPEU":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"VGK":1.5},"rights":null},{"id":698661,"article_id":"2642281859","title":"静默期形同虚设、限制股东诉讼权！SpaceX上市颠覆三十年行业惯例","subtitle":"","subtitle_show":0,"pub_time":1781178233000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774416","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":698637,"article_id":"2642289492","title":"警惕“AI泡沫”！美国参议员正式提出立法，要求华尔街全面披露AI风险敞口","subtitle":"","subtitle_show":0,"pub_time":1781177892000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774431","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":698580,"article_id":"2642869372","title":"AI正在推高美国通胀！内存芯片价格半年暴涨200%","subtitle":"","subtitle_show":0,"pub_time":1781176094000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774425","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.86,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SNDK":2,"SNDU":0.6,"SNXX":0.6,"STX":2,"WDC":2,"WDCX":0.6},"rights":null},{"id":698632,"article_id":"2642289414","title":"日本央行6月会议：鸽派加息与QT结束的博弈","subtitle":"","subtitle_show":0,"pub_time":1781175591000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774428","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":698640,"article_id":"2642128949","title":"一篇长文引发震荡，90后新舵手将带钉钉驶向何方","subtitle":"","subtitle_show":0,"pub_time":1781175000000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774426","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.95,"BABA":1.95,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"ALBmain":0.6,"KBAB":0.6},"rights":null},{"id":698417,"article_id":"2642288797","title":"OpenAI的“WeWork时刻”来了？Gary Marcus警告：价格战正在摧毁AI护城河","subtitle":"","subtitle_show":0,"pub_time":1781170723000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774418","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":698413,"article_id":"2642328879","title":"四年来首次入熊，黄金背刺了所有相信它的人","subtitle":"","subtitle_show":0,"pub_time":1781170425000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774419","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":698396,"article_id":"2642673288","title":"茅台股东大会：茅台酒价不能大起大落，公司暂无拆股计划","subtitle":"","subtitle_show":0,"pub_time":1781169891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774422","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600519":1.5},"rights":null},{"id":698323,"article_id":"2642407785","title":"SpaceX上市倒计时：错过它，等于错过2009年的英伟达？华尔街陷入两难","subtitle":"","subtitle_show":0,"pub_time":1781167371000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774413","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LOFF":0.6,"SPCF":0.6,"SPCH":0.6,"SPCX":2},"rights":null},{"id":698279,"article_id":"2642407510","title":"存储高位回调引发担忧，大摩：这只是一次健康重置，AI把周期顶部推迟了数季度","subtitle":"","subtitle_show":0,"pub_time":1781166749000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774408","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SNDK":2,"SNDU":0.6,"SNXX":0.6,"STX":2,"WDC":2,"WDCX":0.6},"rights":null},{"id":698245,"article_id":"2642840203","title":"豆包的付费版进程实质性提速","subtitle":"","subtitle_show":0,"pub_time":1781165325000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774417","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":698235,"article_id":"2642040224","title":"顺丰早期孵化的零售柜，要IPO了","subtitle":"","subtitle_show":0,"pub_time":1781164840000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774414","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002352":1.5,"IPOS":1.5},"rights":null},{"id":698211,"article_id":"2642402673","title":"泄露三分之二人口数据？韩国“亚马逊”被重罚","subtitle":"","subtitle_show":0,"pub_time":1781163474000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774409","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CPNG":1.96},"rights":null},{"id":698186,"article_id":"2642404789","title":"Anthropic CEO：我只有1个直接下属，其余全交给妹妹","subtitle":"","subtitle_show":0,"pub_time":1781163314000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774405","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":698193,"article_id":"2642404206","title":"美国政府砸20亿扶持量子计算，谷歌为何缺席？","subtitle":"","subtitle_show":0,"pub_time":1781163216000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774398","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.97,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"IBM":1.85,"QUBT":1.84,"QUBX":0.6},"rights":null},{"id":698177,"article_id":"2642404491","title":"软银抵押OpenAI借钱再碰壁，市场开始质疑其偿债能力","subtitle":"","subtitle_show":0,"pub_time":1781162989000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774403","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":698173,"article_id":"2642995404","title":"美国拟从战略石油储备再出借4000万桶原油，以压低燃油价格","subtitle":"","subtitle_show":0,"pub_time":1781162860000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774407","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"HOmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":698167,"article_id":"2642140495","title":"黄金看空情绪升温！交易员押注未来两年将再跌40%","subtitle":"","subtitle_show":0,"pub_time":1781162750000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774379","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":698145,"article_id":"2642401206","title":"补贴→Token计费→降价！OpenAI打响价格战，Token经济学拐点将至？","subtitle":"","subtitle_show":0,"pub_time":1781162082900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774400","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BULZ":0.79,"CHAT":0.9,"GOOG":0.6,"MAGY":0.79,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":0.7,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6,"UDN":0.87,"UUP":0.87,"VGT":0.9,"YMAG":0.79},"rights":null},{"id":698294,"article_id":"2642074444","title":"微信AI不打算接管一切","subtitle":"","subtitle_show":0,"pub_time":1781161253000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774406","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":698093,"article_id":"2642409294","title":"6·18监管直击：5家电商被约谈，百亿补贴“水分”被戳穿","subtitle":"","subtitle_show":0,"pub_time":1781159317000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774402","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JD":0.64,"KJD":0.6},"rights":null},{"id":698055,"article_id":"2642409868","title":"紧跟黄仁勋！OpenAI CEO下周访韩，或讨论AI合作","subtitle":"","subtitle_show":0,"pub_time":1781158645300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774397","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.88,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":698090,"article_id":"2642409299","title":"国际油价仍低于100美元的十大原因","subtitle":"","subtitle_show":0,"pub_time":1781158356000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774401","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":698034,"article_id":"2642406109","title":"被骂翻了！Anthropic认错：曾暗中降低Claude性能“阻止”竞品开发，现已撤回","subtitle":"","subtitle_show":0,"pub_time":1781157200000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774393","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":697833,"article_id":"2642804403","title":"全球政府债券发行创纪录，国防和能源是主要推手","subtitle":"","subtitle_show":0,"pub_time":1781156290300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774385","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159945":1.5,"BNDW":1.5,"SHLD":1.5},"rights":null},{"id":697990,"article_id":"2642056405","title":"没有Plan B的甲骨文：一场叫板AWS的算力豪赌","subtitle":"","subtitle_show":0,"pub_time":1781155060300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774391","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ORCL":1.97,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6},"rights":null},{"id":698023,"article_id":"2642968406","title":"韩国股市连续触发买盘熔断，市场稳定机制遭遇压力测试","subtitle":"","subtitle_show":0,"pub_time":1781154166000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774392","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EDZ":1.5,"EEMO":1.5,"EWY":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":697859,"article_id":"2642034344","title":"韩国惨烈去杠杆：KOSPI单周暴跌17%，强制平仓浪潮席卷散户","subtitle":"","subtitle_show":0,"pub_time":1781149372600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774386","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":697862,"article_id":"2642480403","title":"美伊再度交火，亚洲股市下跌，日股跌1.5%，韩股一度重挫4%","subtitle":"","subtitle_show":0,"pub_time":1781147539000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774389","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIA":1.5,"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EEMA":1.5,"EWJ":1.5,"EWJV":1.5,"EWY":1.5,"FLJP":1.5,"FLKR":1.5,"JPXN":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":697782,"article_id":"2642408189","title":"华尔街激辩“Token经济学”：AI账单失控了吗？","subtitle":"","subtitle_show":0,"pub_time":1781145856900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774382","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":697717,"article_id":"2642470083","title":"A股三大股指震荡走低，半导体逆势再拉升，有色金属走强，恒指、恒科指齐跌，科网股分化","subtitle":"","subtitle_show":0,"pub_time":1781143738000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774384","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82800":0.6,"83115":0.6,"399006":1.91,"513600":0.6,"000001":1.93,"000819":1.87,"02800":0.6,"02833":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03037":0.6,"03067":0.6,"03088":0.6,"03115":0.6,"03147":0.6,"03417":0.6,"03419":0.6,"03423":0.6,"07200":0.6,"07226":0.6,"07234":0.6,"07300":0.6,"07500":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"09115":0.6,"HHImain":0.6,"MCHmain":0.6,"HSI":1.9,"HSTECH":1.9},"rights":null},{"id":697512,"article_id":"2642477848","title":"无论如何看SpaceX估值，基金经理们可能“不得不买入”","subtitle":"","subtitle_show":0,"pub_time":1781142889100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774372","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCF":0.6,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":697593,"article_id":"2642477277","title":"6月前10天，韩国出口再创历史记录，半导体出口飙升206%","subtitle":"","subtitle_show":0,"pub_time":1781140777000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774380","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"513310":1.8,"SOX":1.81},"rights":null},{"id":697539,"article_id":"2642047734","title":"报道：随着英伟达Rubin放量，云大厂已预订2027年所有长协，存储紧张延续至2028年","subtitle":"","subtitle_show":0,"pub_time":1781139165000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774377","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"688525":1.81,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"MU":1.87,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"SSNLF":1.84},"rights":null},{"id":697518,"article_id":"2642477876","title":"如出一辙！又一则“数据中心停工”消息引爆美国AI股新一轮调整？","subtitle":"","subtitle_show":0,"pub_time":1781139138200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774376","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":697478,"article_id":"2642472162","title":"阿波罗总裁：向在座的律师、审计师和咨询顾问道歉，你们将面临AI很大的压力","subtitle":"","subtitle_show":0,"pub_time":1781137644000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774373","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":697426,"article_id":"2642474215","title":"甲骨文电话会：RPO狂飙363%创纪录，资本开支指引超预期，CEO直言“我的工作就是想办法更快地花钱”","subtitle":"","subtitle_show":0,"pub_time":1781137463300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774367","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ORCL":1.98,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6},"rights":null},{"id":697444,"article_id":"2642863472","title":"史上首次！日本央行行长因病“错过”利率决议，市场认定加息，但高市早苗有了“可乘之机”？","subtitle":"","subtitle_show":0,"pub_time":1781136580000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774370","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":697073,"article_id":"2642473694","title":"美银数据：美股遭遇最大抛售潮，科技板块外流创纪录","subtitle":"","subtitle_show":0,"pub_time":1781133849400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774357","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ARTY":1.5,"XLK":1.5},"rights":null},{"id":697214,"article_id":"2642410476","title":"美衍生品监管机构发布预测市场监管草案，选举押注获\"豁免\"，体育押注划定红线","subtitle":"","subtitle_show":0,"pub_time":1781124414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774358","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161030":1.5},"rights":null},{"id":697383,"article_id":"2642927479","title":"数据中心成本担忧加剧，甲骨文资本开支超预期，新财年计划融资翻倍至400亿美元","subtitle":"","subtitle_show":0,"pub_time":1781121982000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774364","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ORCL":2.1},"rights":null},{"id":697120,"article_id":"2642758384","title":"Anthropic CEO：政府应有权阻止、限制高风险新AI模型的部署","subtitle":"","subtitle_show":0,"pub_time":1781120479000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774360","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":697124,"article_id":"2642475887","title":"谷歌推出DiffusionGemma：文本生成四倍提速，主攻本地实时应用场景","subtitle":"","subtitle_show":0,"pub_time":1781120416000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774361","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.96,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":697256,"article_id":"2642847916","title":"报道：奥特曼预计OpenAI将于未来一年内IPO，GPT-5.6或将本月发布","subtitle":"","subtitle_show":0,"pub_time":1781119310000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774363","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GPT":1.5,"GPT.AU":1.5,"IPOS":1.5},"rights":null},{"id":697038,"article_id":"2642478968","title":"美国CPI创三年新高，华尔街不慌，“新美联储通讯社”：这份报告什么都没解决","subtitle":"","subtitle_show":0,"pub_time":1781113382000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774356","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":697008,"article_id":"2642420008","title":"美国核心通胀略低预期却难改市场判断，债券交易员坚持押注年内加息","subtitle":"","subtitle_show":0,"pub_time":1781111168000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774351","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNDW":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":697020,"article_id":"2642478523","title":"报道：特朗普重返白宫后已在全球发动逾万次军事打击，且无停手迹象","subtitle":"","subtitle_show":0,"pub_time":1781111096000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774355","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":697002,"article_id":"2642420788","title":"3.6万亿美元美股科技上市潮来袭，欧洲科技公司能否接住“流动性溢出”？","subtitle":"","subtitle_show":0,"pub_time":1781110793000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774354","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":696875,"article_id":"2642422280","title":"日央行行长植田和男突发住院！6月议息会议恐由副行长“代班”","subtitle":"","subtitle_show":0,"pub_time":1781104635000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774350","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":696659,"article_id":"2642379421","title":"高盛合伙人示警：AI生态循环风险\"已难以忽视\"","subtitle":"","subtitle_show":0,"pub_time":1781098683000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774349","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GS":1.5,"GSX":0.6},"rights":null},{"id":696600,"article_id":"2642218564","title":"双重K型经济的“张力”：硅基“吞噬”碳基","subtitle":"","subtitle_show":0,"pub_time":1781098120000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774347","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"CHAT":0.9,"DBND":0.63,"FLGV":0.6,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"TBJL":0.6,"TFJL":0.6,"TLT":0.77,"TLTI":0.6,"TLTX":0.6,"TSYW":0.6,"UDN":0.63,"UUP":0.63,"VGT":0.66},"rights":null},{"id":696445,"article_id":"2642342575","title":"OpenAI史上最大基建布局曝光：租赁10GW超级数据中心，相当于胡佛大坝发电量的4.5倍","subtitle":"","subtitle_show":0,"pub_time":1781094173000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774336","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":696378,"article_id":"2642010423","title":"SpaceX IPO或诞生4000名百万富翁，连食堂员工都财富自由了","subtitle":"","subtitle_show":0,"pub_time":1781092606000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774345","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":696338,"article_id":"2642275423","title":"奇瑞收编得壹能源，电池业务独立成军","subtitle":"","subtitle_show":0,"pub_time":1781092186000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774344","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159796":1.5,"159945":1.5},"rights":null},{"id":696333,"article_id":"2642255423","title":"一代国民神车走下神坛","subtitle":"","subtitle_show":0,"pub_time":1781091980000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774342","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":696281,"article_id":"2642423319","title":"当高端理财开始“学习”余额宝","subtitle":"","subtitle_show":0,"pub_time":1781090571000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774337","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":696249,"article_id":"2642428796","title":"大摩回应SemiAnalysis小作文：CPO延迟认同，800V推迟不认","subtitle":"","subtitle_show":0,"pub_time":1781089997000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774332","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":696170,"article_id":"2642244094","title":"“AI牛”摇摇欲坠！周四凌晨，甲骨文财报成下一道关键压力测试","subtitle":"","subtitle_show":0,"pub_time":1781088292000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774330","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ORCL":1.98,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6},"rights":null},{"id":696121,"article_id":"2642644764","title":"顶尖科技基金谈AI投资：当越过S曲线拐点时，抓住“指数级增长”机会","subtitle":"","subtitle_show":0,"pub_time":1781085834000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774320","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":696077,"article_id":"2642447516","title":"如何给SpaceX估值？发射越多越贵！","subtitle":"","subtitle_show":0,"pub_time":1781085698000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774327","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":696021,"article_id":"2642442586","title":"二次递表港交所，派欧云想借AI推理热潮重讲IPO故事","subtitle":"","subtitle_show":0,"pub_time":1781083979000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774328","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"HEXmain":1.5,"IPOS":1.5},"rights":null},{"id":695930,"article_id":"2642144452","title":"IPO前夜，SpaceX CFO详解“五位一体超级闭环”","subtitle":"","subtitle_show":0,"pub_time":1781082059000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774325","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"LOFF":0.6,"SNK":1.5,"SPAL":1.5,"SPCH":0.6,"SPCU":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":695925,"article_id":"2642444365","title":"华尔街老兵Dan Dreyfus：AI下一个瓶颈是铜，数据中心每年新增75万吨需求，铜价将轻松翻倍","subtitle":"","subtitle_show":0,"pub_time":1781082035000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774323","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"DTCR":1.5,"FAZ":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":695901,"article_id":"2642446360","title":"SpaceX持续亏损，估值却达1.8万亿美元：马斯克如何把“信仰”卖出天价？","subtitle":"","subtitle_show":0,"pub_time":1781081640000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774314","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.81,"SPCX":1.85},"rights":null},{"id":695898,"article_id":"2642644197","title":"分化极致后，牛市轮涨会出现吗？","subtitle":"","subtitle_show":0,"pub_time":1781080297000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774321","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":695804,"article_id":"2642446134","title":"危机逼近，太平洋地区已经出现厄尔尼诺现象","subtitle":"","subtitle_show":0,"pub_time":1781078886000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774315","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":695774,"article_id":"2642466504","title":"内塔尼亚胡被曝准备单独对伊朗行动","subtitle":"","subtitle_show":0,"pub_time":1781078194000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774310","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":695880,"article_id":"2642449535","title":"AI算力狂飙催生百亿需求，半导体硅片涨价拐点确认","subtitle":"","subtitle_show":0,"pub_time":1781077904000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774317","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"605358":1.84,"688126":1.89,"SOX":1.86},"rights":null},{"id":695762,"article_id":"2642898446","title":"中东风险传染，亚洲打响“货币保卫战”：加息、干预、铁拳，应出尽出！","subtitle":"","subtitle_show":0,"pub_time":1781077751000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774305","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":696166,"article_id":"2642409494","title":"从知识问答到业务流程，神州数码押注企业级AI下一站","subtitle":"","subtitle_show":0,"pub_time":1781077593000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774316","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000034":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":695706,"article_id":"2642443472","title":"美股集中度加剧！AI巨头IPO估值达3.6万亿美元，约占纳指市值10%","subtitle":"","subtitle_show":0,"pub_time":1781077534000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774304","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".IXIC":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"FTEC":0.6,"GPIQ":0.6,"IYW":0.6,"JEPQ":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"ONEQ":0.6,"PSQ":0.6,"QDEC":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQX":0.6,"QQQY":0.6,"QYLG":0.6,"SQQQ":0.6,"TECS":0.6,"TQQQ":0.6,"TQQY":0.6},"rights":null},{"id":695747,"article_id":"2642456604","title":"如何交易SpaceX上市？记住两个关键时间点：“7月7日入纳指”和“7月财报会两天后的解禁”","subtitle":"","subtitle_show":0,"pub_time":1781076807000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774302","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"LOFF":0.6,"SNK":0.6,"SPAL":0.6,"SPCF":0.6,"SPCH":0.6,"SPCU":0.6,"SPCX":1.91,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":695739,"article_id":"2642455154","title":"台积电CFO：芯片价格可能会涨，但不是“四五倍”的暴涨","subtitle":"","subtitle_show":0,"pub_time":1781076607000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774309","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":695768,"article_id":"2642446393","title":"三星拟扩产先进封装：最快本月底宣布在光州建厂，35年来首次新建封装基地","subtitle":"","subtitle_show":0,"pub_time":1781076504000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774312","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":695650,"article_id":"2642448583","title":"贝莱德亚太区多资产策略主管最新观点：“免费午餐”已结束，非对称波动驱动新投资机遇","subtitle":"","subtitle_show":0,"pub_time":1781071399000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774306","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLK":1.5},"rights":null},{"id":695643,"article_id":"2642226410","title":"美伊军事冲突升级叠加通胀担忧，韩股重挫6%领跌亚太、SK海力士跌9%，黄金跌破4200，美债走软","subtitle":"","subtitle_show":0,"pub_time":1781071332000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774300","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BAR":1.5,"BEGS":1.5,"BIL":1.5,"BOXX":1.5,"BSV":1.5,"CEF":1.5,"DGP":1.5,"DUST":1.5,"EWY":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"MTNmain":1.5,"QOmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GDX":1.5,"GLTR":1.5,"GOAU":1.5,"GOVT":1.5,"IAU":1.5,"IAUM":1.5,"IEF":1.5,"IEI":1.5,"JDST":1.5,"JNUG":1.5,"KORU":1.5,"MUB":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SCHO":1.5,"SGDM":1.5,"SHY":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TMF":1.5,"TYO":1.5,"USG":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"VCSH":1.5,"ZROZ":1.5},"rights":null},{"id":695635,"article_id":"2642220410","title":"中科闻歌通过港交所聆讯：产品化提速，大模型决策智能迎盈利大考","subtitle":"","subtitle_show":0,"pub_time":1781070758000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774303","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HEXmain":1.5},"rights":null},{"id":695627,"article_id":"2642410636","title":"台积电5月营收同比增长30%，AI芯片需求旺盛支撑全年展望","subtitle":"","subtitle_show":0,"pub_time":1781069491000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774301","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":695542,"article_id":"2642434412","title":"科技巨头AI烧钱强度已超互联网峰值，折旧将是未来焦点","subtitle":"","subtitle_show":0,"pub_time":1781069044000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774292","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159792":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GOOG":2,"GOOP":0.6,"GOOX":0.6,"XMAG":1.5},"rights":null},{"id":695571,"article_id":"2642412794","title":"阿里反思《置身钉内》了：组织文化需要尊重与信任","subtitle":"","subtitle_show":0,"pub_time":1781065537000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774296","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.96,"BABA":1.96,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":695496,"article_id":"2642414765","title":"超快激光：封装材料革命的“手术刀”","subtitle":"","subtitle_show":0,"pub_time":1781062458000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774289","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.9,"CHPS":0.75,"CHPY":0.75,"FTXL":0.75,"PSI":0.75,"SMH":0.75,"SMHX":0.75,"SOXL":0.75,"SOXQ":0.75,"SOXS":0.75,"SOXX":0.75,"SOXY":0.75,"SSG":0.75,"TEKX":0.75,"USD":0.75,"XSD":0.75},"rights":null},{"id":695471,"article_id":"2642541490","title":"AI天量募资不断！华尔街“大秀财技”，投资者热情响应","subtitle":"","subtitle_show":0,"pub_time":1781061756400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774268","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":695474,"article_id":"2642941418","title":"华尔街集体看多铜！Jefferies给出最激进的预测17636美元，并直言“我们对铜还不够看多”","subtitle":"","subtitle_show":0,"pub_time":1781061394000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774287","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"FAZ":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"UDN":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":695360,"article_id":"2642596411","title":"今夜美国CPI“喜忧参半”？整体通胀或破4创三年新高，核心通胀或显著低于预期！","subtitle":"","subtitle_show":0,"pub_time":1781059917400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774281","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":695417,"article_id":"2642441126","title":"天量IPO会打崩美股？德银：不存在的，IPO高峰期，市场往往表现强劲","subtitle":"","subtitle_show":0,"pub_time":1781059561500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774286","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":695449,"article_id":"2642833414","title":"创业板跌超2%，半导体产业链活跃，光通信普跌，恒科指跌1%，AI大模型股集体调整","subtitle":"","subtitle_show":0,"pub_time":1781059051000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774288","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"399006":1.94,"000001":1.91,"02837":0.6,"03032":0.6,"03033":0.6,"03067":0.6,"03088":0.6,"03147":0.6,"03417":0.6,"03423":0.6,"04335":1.87,"07226":0.6,"07234":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"HSI":1.92,"HSTECH":1.92,"INTC":1.87,"INTW":0.6,"LINT":0.6},"rights":null},{"id":695444,"article_id":"2642041488","title":"高盛：盈利驱动而非估值泡沫，美股上涨有基本面支撑","subtitle":"","subtitle_show":0,"pub_time":1781058405000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774280","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.9,"GSX":0.6},"rights":null},{"id":695311,"article_id":"2642419491","title":"SemiAnalysis报告称两大关键技术延迟，引发“光电”大跌，网友激辩CPO","subtitle":"","subtitle_show":0,"pub_time":1781056495600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774279","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAOI":1.9,"AAOX":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.94,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":695117,"article_id":"2642156344","title":"Token烧不动了？这可能是全市场最重要的一张图","subtitle":"","subtitle_show":0,"pub_time":1781055868600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774272","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"AMZD":0.6,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ARTY":0.9,"AZYY":0.6,"BULZ":0.76,"CHAT":0.9,"DRAM":0.86,"GOOG":0.6,"MAGY":0.76,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USAW.SI":0.6,"VGT":0.73,"YMAG":0.76},"rights":null},{"id":695364,"article_id":"2642115934","title":"AI需求驱动有色、计算机等涨价，中国5月PPI同比涨3.9%，CPI同比增1.2%","subtitle":"","subtitle_show":0,"pub_time":1781055043000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774282","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159876":1.5,"159998":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"PPI":1.5},"rights":null},{"id":695095,"article_id":"2642153354","title":"拉高股价？SpaceX上市15天后，预计指数基金将持有30%流通股！","subtitle":"","subtitle_show":0,"pub_time":1781053460200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774270","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":2,"IPOS":1.5,"LOFF":2,"SNK":2,"SPAL":2,"SPCF":2,"SPCH":2,"SPCU":2,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":695231,"article_id":"2642632416","title":"月销前十首次没有燃油车","subtitle":"","subtitle_show":0,"pub_time":1781052842000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774277","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":1.5},"rights":null},{"id":695108,"article_id":"2642339415","title":"新Siri将引发换机潮，市场低估了苹果？","subtitle":"","subtitle_show":0,"pub_time":1781052123200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774271","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.96,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":695121,"article_id":"2642183415","title":"如果霍尔木兹海峡“永远回不到过去”","subtitle":"","subtitle_show":0,"pub_time":1781050895000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774274","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"BWET":0.62,"DBC":0.9,"DBE":0.9,"DBO":0.88,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"DWT":0.6,"ERX":0.9,"FTXN":0.9,"BZmain":0.6,"CLmain":0.8,"QMmain":0.8,"GUSH":0.9,"IEA":1,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"SCO":0.8,"UCO":0.8,"UGA":0.9,"USE":0.9,"USL":0.9,"USO":0.81,"USOI":0.9,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XOP":0.79},"rights":null},{"id":695012,"article_id":"2642092418","title":"标普纳指跌破周五低点：健康重置，还是警告信号？","subtitle":"","subtitle_show":0,"pub_time":1781048042600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774261","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"FTEC":0.6,"HIBL":0.6,"IVV":0.6,"IYW":0.6,"JEPQ":0.6,"MMAX":0.6,"NQmain":2,"OEF":0.6,"ONEQ":0.6,"QDTE":0.6,"QQQ":2,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQY":0.6,"QYLG":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":2,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TECS":0.6,"TQQQ":2,"UDOW":0.6,"UPRO":0.6,"UVIX":0.6,"UVXY":0.6,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":0.6,"VXX":2,"YMmain":2,"YSPY":0.6},"rights":null},{"id":695022,"article_id":"2642413879","title":"美债交易员押注美联储加息临近，SOFR期权与期货仓位迅速转鹰","subtitle":"","subtitle_show":0,"pub_time":1781045301000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774265","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIL":1.5,"BNDW":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FGBXmain":1.5,"SR3main":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"KBE":1.5,"LQD":1.5,"MUB":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SOFR":1.5,"SPY":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":694879,"article_id":"2642334492","title":"CoreWeave三位联创IPO以来套现逾23亿美元，机构股东抛售55亿美元","subtitle":"","subtitle_show":0,"pub_time":1781033949000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774259","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.98,"CWII":0.6,"CWVX":0.6},"rights":null},{"id":694853,"article_id":"2642621494","title":"IPO前“秀肌肉”：Anthropic推出最强公开模型Fable 5，戴安全枷锁解锁Mythos级能力","subtitle":"","subtitle_show":0,"pub_time":1781024638000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774258","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":694798,"article_id":"2642491321","title":"美伊协议曙光风险并存：白宫放风核谈判取得积极成果，特朗普称要回应伊朗射击美直升机，以军准备更大打击","subtitle":"","subtitle_show":0,"pub_time":1781023712000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774257","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":694754,"article_id":"2642499494","title":"油价跌近5%破90美元！美国能源部长称霍尔木兹海峡船舶通行量增加","subtitle":"","subtitle_show":0,"pub_time":1781021682000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774256","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USEG":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":694732,"article_id":"2642993454","title":"英国石油巨头BP新CEO大洗牌，宣布全面回归“油气时代”","subtitle":"","subtitle_show":0,"pub_time":1781020662000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774255","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159195":1.5,"BP":1.5,"BPH":0.6},"rights":null},{"id":694735,"article_id":"2642499348","title":"富国银行：除非日元升破162，否则日央行会议前不太可能出手干预","subtitle":"","subtitle_show":0,"pub_time":1781020573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774254","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"PGF":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":694725,"article_id":"2642499369","title":"高盛交易台深度拆解：AI资本盛宴背后，货币化难题正悄然浮出水面","subtitle":"","subtitle_show":0,"pub_time":1781020465000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774252","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GSX":0.6},"rights":null},{"id":694713,"article_id":"2642080496","title":"Tims天好中国迎来新帅与5500万美元弹药","subtitle":"","subtitle_show":0,"pub_time":1781019832000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774253","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":694491,"article_id":"2642059498","title":"年内暴涨270%：这家在乌拉圭造卫星的公司悄然成为全球最热航天股","subtitle":"","subtitle_show":0,"pub_time":1781012268000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774249","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":694433,"article_id":"2642249840","title":"太空经济第一个颠覆的行业，为什么会是医药？","subtitle":"","subtitle_show":0,"pub_time":1781009344000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774244","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159938":1.5,"09939":1.5,"UFO":1.5},"rights":null},{"id":694308,"article_id":"2642467657","title":"背刺特朗普，沃什有多少种方式？","subtitle":"","subtitle_show":0,"pub_time":1781007510000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774241","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"TRUMP.USD.CC":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":694348,"article_id":"2642467765","title":"上周五的暴跌只是预演？高盛、巴克莱齐发警告：AI交易拥挤度已爆表","subtitle":"","subtitle_show":0,"pub_time":1781007249000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774243","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GS":1.5,"GSX":0.6},"rights":null},{"id":694391,"article_id":"2642985814","title":"大众“瘦身记”","subtitle":"","subtitle_show":0,"pub_time":1781007006000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774242","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82822":0.6,"82823":0.6,"82843":0.6,"02822":0.6,"02823":0.6,"02843":0.6,"ASHR":0.6,"ASHS":0.6,"CHAU":0.61,"CHIQ":0.61,"CNXT":0.61,"CNYA":0.61,"CQQQ":0.6,"CWEB":0.61,"DRAG":0.6,"FLCH":0.6,"FXI":0.61,"FXP":0.61,"GXC":0.61,"HXC":0.6,"KWEB":0.6,"MCHI":0.61,"PGJ":0.61,"XPP":0.6,"YANG":0.61,"YINN":0.61,"YXI":0.61},"rights":null},{"id":694297,"article_id":"2642467518","title":"美元购买力“被偷走一半”？AI模型颠覆美国官方通胀统计","subtitle":"","subtitle_show":0,"pub_time":1781006627000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774239","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":694281,"article_id":"2642673294","title":"停火也难回低油价？能源危机后，各国开始疯狂补库存","subtitle":"","subtitle_show":0,"pub_time":1781006452000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774238","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":694244,"article_id":"2642462943","title":"花旗警告：美股空头激进建仓，科技多头仍处高位，重大风险事件接踵而至","subtitle":"","subtitle_show":0,"pub_time":1781005132000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774235","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":694204,"article_id":"2642323462","title":"连续两天“反向蹦迪”！SK海力士飙升13%，两倍做多ETF暴跌40%","subtitle":"","subtitle_show":0,"pub_time":1781004416000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774233","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EDZ":1.5,"EEMO":1.5,"FDN":1.5},"rights":null},{"id":694147,"article_id":"2642464134","title":"37次“即将达成”！特朗普不断预告伊朗协议，却一次次落空","subtitle":"","subtitle_show":0,"pub_time":1781003101000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774230","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":694172,"article_id":"2642464299","title":"王传福给比亚迪股东们打了把气","subtitle":"","subtitle_show":0,"pub_time":1781001608000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774229","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81211":0.6,"002594":1.95,"01211":1.95,"BYDDY":1.95,"HYDD.SI":0.6},"rights":null},{"id":694107,"article_id":"2642461607","title":"美股刚松口气，技术派就泼冷水：周一反弹只是“死猫跳”而已！","subtitle":"","subtitle_show":0,"pub_time":1781001054000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774226","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.95,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"DMAX":0.6,"ETFT":0.6,"GPIQ":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MMAX":0.6,"MOAT":0.6,"NAPR":0.6,"NDX":1.9,"NJAN":0.6,"NJUL":0.6,"NOBL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":1.9,"QQQM":0.6,"QQQX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SQQQ":0.6,"SSO":0.6,"TECL":0.6,"TQQQ":0.6,"TQQY":0.6,"TSPY":0.6,"UPRO":0.6,"VBK":0.6,"VEU":0.6,"VOOG":0.61,"VTI":0.6,"VTV":0.6,"VV":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":693908,"article_id":"2642463481","title":"市场“自己吓自己”？经济K型分化严峻，美联储凭什么加息？","subtitle":"","subtitle_show":0,"pub_time":1780996669000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774219","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":693862,"article_id":"2642446870","title":"Rocket Lab CEO：只有两家公司成功实现“规模化太空发射”，一家是SpaceX","subtitle":"","subtitle_show":0,"pub_time":1780996505300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774202","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":693940,"article_id":"2642465451","title":"跨境荐股！\"白毛股神\"连续三天\"搅动A股风云\"","subtitle":"","subtitle_show":0,"pub_time":1780996090000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774218","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":694060,"article_id":"2642730469","title":"跨境小包免税临近关门  速卖通欧洲海外仓发货占比首次过半","subtitle":"","subtitle_show":0,"pub_time":1780994672000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774220","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89988":0.6,"09988":0.74,"BABA":0.6,"FAZ":0.83,"ALBmain":0.6,"HBBD.SI":0.6},"rights":null},{"id":693858,"article_id":"2642468781","title":"银行市值王座再生变：建行突破2.7万亿问鼎","subtitle":"","subtitle_show":0,"pub_time":1780993024000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774217","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":693784,"article_id":"2642468644","title":"日本光纤龙头Fujikura：将继续提价，订单来自几乎所有美国云巨头","subtitle":"","subtitle_show":0,"pub_time":1780992454000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774209","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":693754,"article_id":"2642045006","title":"博睿康完成IPO辅导，“脑机接口第一股”竞速升温","subtitle":"","subtitle_show":0,"pub_time":1780991357000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774214","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":693722,"article_id":"2642450896","title":"AI数据巨头Databricks寻求新一轮融资，估值剑指1750亿美元，IPO或推迟至明年","subtitle":"","subtitle_show":0,"pub_time":1780990288000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774206","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":693716,"article_id":"2642450510","title":"沃顿论文警告：AI需将生产力提升2.7倍才能避免科技公司破产","subtitle":"","subtitle_show":0,"pub_time":1780989974000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774205","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":693661,"article_id":"2642457888","title":"报道：三星、英伟达扩大合作，谈判已延伸至HBM5及下一代Groq芯片","subtitle":"","subtitle_show":0,"pub_time":1780989718200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774190","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.96,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"SSNLF":1.93},"rights":null},{"id":693692,"article_id":"2642572314","title":"小红书上线RED Skill   AI时代的发现入口之争","subtitle":"","subtitle_show":0,"pub_time":1780989658000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774208","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":693696,"article_id":"2642577674","title":"SpaceX上市前夜，贝莱德推出太空ETF，可闪电纳入IPO","subtitle":"","subtitle_show":0,"pub_time":1780989324000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774201","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BLK":1.5,"DXYZ":1.5,"FDN":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":693679,"article_id":"2642457195","title":"众安“跨境理财通”南向通落地 成香港首例数字银行案例","subtitle":"","subtitle_show":0,"pub_time":1780988928000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774207","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":693658,"article_id":"2642452012","title":"中国5月原油进口量同比降29%，大豆进口同比下降15%，铝出口飙升16%","subtitle":"","subtitle_show":0,"pub_time":1780988199000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774196","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBB":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"MZSmain":1.5,"QMmain":1.5,"XKmain":1.5,"ZSmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PICK":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"SOYB.UK":0.6,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XME":1.5,"XOP":1.5},"rights":null},{"id":693632,"article_id":"2642945224","title":"通胀冲向4%，债市逼沃什亮剑：敢不敢对特朗普说“不”？","subtitle":"","subtitle_show":0,"pub_time":1780987472000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774200","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.86,"MRVL":1.84,"MRVU":0.6,"MU":1.84,"MUD":0.6,"MULL":0.6,"MUU":0.6,"MVLL":0.6},"rights":null},{"id":693628,"article_id":"2642452245","title":"苹果AI终于跨过第一道坎，但马拉松才刚开始","subtitle":"","subtitle_show":0,"pub_time":1780987452000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774199","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.97,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"MACW.SI":0.6},"rights":null},{"id":693588,"article_id":"2642452868","title":"阿斯利康加入减肥药赛道：口服药减重11.8%","subtitle":"","subtitle_show":0,"pub_time":1780985960000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774191","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AZN":1.5,"AZNH":0.6},"rights":null},{"id":693601,"article_id":"2642452555","title":"一个月内集中下架，健康险“理财化”已产品退场","subtitle":"","subtitle_show":0,"pub_time":1780985447000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774198","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":693898,"article_id":"2642463943","title":"知名科技记者爆料：Anthropic明天将发布“公开版本Mythos”","subtitle":"","subtitle_show":0,"pub_time":1780984886000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774197","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":693506,"article_id":"2642543334","title":"日经新闻：日本央行6月预计加息至1%，10月或紧接再行动","subtitle":"","subtitle_show":0,"pub_time":1780983193000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774193","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"JMImain":1.5,"JNImain":1.5,"NIYmain":1.5,"NKmain":1.5,"NK225MCmain":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":693604,"article_id":"2642452530","title":"OpenAI跟进Anthropic：必要时放缓前沿AI开发，呼吁建立国际机构","subtitle":"","subtitle_show":0,"pub_time":1780982916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774192","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":693391,"article_id":"2642459169","title":"摩根大通：全球原油库存6月下旬进入压力区间，9月触底","subtitle":"","subtitle_show":0,"pub_time":1780981608400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774182","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":693503,"article_id":"2642454843","title":"又一半导体巨头要登陆港交所了","subtitle":"","subtitle_show":0,"pub_time":1780981430000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774189","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159582":1.5,"CHPS":1.5,"CHPY":1.5,"FTXL":1.5,"HEXmain":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"VGT":1.5,"XSD":1.5},"rights":null},{"id":693367,"article_id":"2642459165","title":"本轮美股牛市与历史泡沫顶峰相比还差多远？","subtitle":"","subtitle_show":0,"pub_time":1780980227000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774185","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"OEF":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":693364,"article_id":"2642445916","title":"\"替代低价值人力资本\"！华尔街AI化提速，应届毕业生与AI抢饭碗","subtitle":"","subtitle_show":0,"pub_time":1780976621000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774184","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":693286,"article_id":"2642456919","title":"AI收费变革、算力成本飙升！Coinbase CEO：80%的AI工作负载将在12-18个月内由便宜99%的模型完成","subtitle":"","subtitle_show":0,"pub_time":1780976153800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774179","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"COIA":0.6,"COIG":0.6,"COII":0.6,"COIN":1.87,"COIO":0.6,"COIW":0.6,"CONI":0.6,"CONL":0.6,"CONX":0.6,"CONY":0.6,"COYY":0.6,"FIAT":0.6,"ICOI":0.6},"rights":null},{"id":693294,"article_id":"2642561174","title":"SemiAnalysis深度研报：宇树将主导全球机器人产业","subtitle":"","subtitle_show":0,"pub_time":1780974817200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774178","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":692968,"article_id":"2642430772","title":"上市前夜，马斯克详解“太空数据中心方案”：这对SpaceX不是很难","subtitle":"","subtitle_show":0,"pub_time":1780974150000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774165","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.82,"UFO":0.6},"rights":null},{"id":693324,"article_id":"2642456047","title":"中国5月以美元计价出口同比增长19.4%，进口同比增长27.4%","subtitle":"","subtitle_show":0,"pub_time":1780972680000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774181","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":693190,"article_id":"2642555564","title":"逛完机器人峰会，巴克莱“泼冷水”： “GPT时刻”还没到，真正商业化还很遥远","subtitle":"","subtitle_show":0,"pub_time":1780972602700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774172","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GPT":1.5,"GPT.AU":1.5,"ROBO":1.5},"rights":null},{"id":692972,"article_id":"2642307704","title":"黄仁勋化身“股神”忙着救市——“我一整天都在吹票”","subtitle":"","subtitle_show":0,"pub_time":1780970679000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774163","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.96,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"SOXX":2},"rights":null},{"id":693199,"article_id":"2642445555","title":"A股震荡上涨，创业板涨近2%，芯片半导体、算力硬件大反弹，恒科指低开高走，科网股齐涨","subtitle":"","subtitle_show":0,"pub_time":1780970616000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774175","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82800":0.6,"83115":0.6,"159582":1.85,"159915":1.87,"399006":1.97,"513600":0.6,"588200":1.89,"000001":1.95,"02800":0.6,"02833":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03037":0.6,"03067":0.6,"03088":0.6,"03115":0.6,"03147":0.6,"03417":0.6,"03419":0.6,"03423":0.6,"07200":0.6,"07226":0.6,"07234":0.6,"07300":0.6,"07500":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"09115":0.6,"HHImain":0.6,"MCHmain":0.6,"MHImain":0.6,"HSI":1.87,"HSTECH":1.87},"rights":null},{"id":693023,"article_id":"2642294458","title":"加息预期升温，花旗下调黄金目标价至4000美元","subtitle":"","subtitle_show":0,"pub_time":1780970495300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774169","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"GBUG":1.5,"GCmain":2,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":693160,"article_id":"2642455856","title":"亚洲股市全线反弹，韩股涨4%，日股涨1%，原油价格回落","subtitle":"","subtitle_show":0,"pub_time":1780970388000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774176","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIA":1.5,"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EEMA":1.5,"EWJ":1.5,"EWJV":1.5,"EWY":1.5,"FLJP":1.5,"FLKR":1.5,"JPXN":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":693115,"article_id":"2642453767","title":"阿里成立“词元工厂” 加快“造铲”力度","subtitle":"","subtitle_show":0,"pub_time":1780969609000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774174","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.97,"BABA":1.97,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":693122,"article_id":"2642445376","title":"Citadel证券：下一个风险是美联储“被迫加息”，或许很快就会到来","subtitle":"","subtitle_show":0,"pub_time":1780968916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774168","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161027":1.5,"AGG":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":692990,"article_id":"2642458948","title":"OpenAI官宣IPO后，Altman发文阐述“三大目标”：自动化AI研究院、加速经济发展、AGI","subtitle":"","subtitle_show":0,"pub_time":1780967023200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774164","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":692985,"article_id":"2642458964","title":"免学费、包分配！8000人白领大裁员后，Meta开起“蓝领培训班”，培训工人建设数据中心","subtitle":"","subtitle_show":0,"pub_time":1780965000000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774167","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"BLOK":1.5,"BULZ":1.5,"DTCR":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":692955,"article_id":"2642430100","title":"新Siri首发，股价却跌了--苹果的“AI战略”华尔街不买账？","subtitle":"","subtitle_show":0,"pub_time":1780964966300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774161","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":692951,"article_id":"2642304834","title":"特朗普10万美元H-1B签证申请费遭美国法官否决","subtitle":"","subtitle_show":0,"pub_time":1780963205000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774153","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IRS":1},"rights":null},{"id":692857,"article_id":"2642431252","title":"苹果WWDC 2026：Siri AI姗姗来迟，Apple Intelligence全面升级，OS集体迈入27版","subtitle":"","subtitle_show":0,"pub_time":1780959847700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774148","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":692827,"article_id":"2642432271","title":"OpenAI秘密提交IPO申请，追赶Anthropic","subtitle":"","subtitle_show":0,"pub_time":1780957007000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774156","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":692817,"article_id":"2642343292","title":"美股熊市信号触发70%！美银建议获利了结","subtitle":"","subtitle_show":0,"pub_time":1780955885000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774155","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BAC":1.96,"C":1.85,"MS":1.87},"rights":null},{"id":692708,"article_id":"2642439220","title":"费城半导体指数涨超6%！美国芯片股或创一年最佳单日表现，期权市场大规模对冲","subtitle":"","subtitle_show":0,"pub_time":1780947903000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774151","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.88,"INTC":1.88,"INTW":0.6,"LINT":0.6,"MRVL":1.85,"MRVU":0.6,"MVLL":0.6,"SMH":1.9,"SOX":1.96},"rights":null},{"id":692604,"article_id":"2642433125","title":"AI抢走内存产能，汽车芯片暴涨180%，中国新能源车开始集体涨价","subtitle":"","subtitle_show":0,"pub_time":1780935373000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774145","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MU":1.86,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":692595,"article_id":"2642610433","title":"花旗Computex观察：CPO技术迎来转折点，焦点转向机架级部署","subtitle":"","subtitle_show":0,"pub_time":1780934639000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774141","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":692598,"article_id":"2642336484","title":"纽约联储调查：美国求职者前景预期恶化，通胀预期小幅回落","subtitle":"","subtitle_show":0,"pub_time":1780934376000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774144","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.55,"DMAX":0.6,"ESmain":0.6,"MESmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.55,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":692568,"article_id":"2641543829","title":"智能体上车提速，舱驾融合进入卡位期","subtitle":"","subtitle_show":0,"pub_time":1780932757000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774143","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.85,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.95,"SNVD.UK":0.6},"rights":null},{"id":692560,"article_id":"2641382914","title":"霍尔木兹之后，红海也要出事？胡塞威胁升级震动全球油市","subtitle":"","subtitle_show":0,"pub_time":1780932738000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774140","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.61,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.71,"ERX":0.9,"FTXN":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"UGA":0.61,"USE":0.9,"USL":0.9,"USOI":0.9,"VDE":0.9,"WTIU":0.9,"XES":0.9},"rights":null},{"id":692554,"article_id":"2641384024","title":"AI焦虑席卷华尔街，全球私募股权科技并购额暴跌70%","subtitle":"","subtitle_show":0,"pub_time":1780932615000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774138","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":692557,"article_id":"2641400438","title":"五粮液换帅落定，国资老将邓敏能否带领千亿龙头走出“多事之秋”？","subtitle":"","subtitle_show":0,"pub_time":1780932603000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774139","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"83189":1.5,"000858":1.5,"03189":1.5},"rights":null},{"id":692383,"article_id":"2641872104","title":"AI与电气化推升用电需求，GE航空与Wolfspeed签署高压碳化硅战略合作协议","subtitle":"","subtitle_show":0,"pub_time":1780926448000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774137","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159231":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GE":1.5},"rights":null},{"id":692226,"article_id":"2641482936","title":"郭明𫓹：无人质疑苹果会在AI上后来居上，但WWDC26将决定多头故事的有效期","subtitle":"","subtitle_show":0,"pub_time":1780924414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774133","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.96,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"MACW.SI":0.6},"rights":null},{"id":692179,"article_id":"2641484757","title":"黄金遭遇3月以来最惨抛售！华尔街老将Yardeni：下一个支撑位或在4000美元","subtitle":"","subtitle_show":0,"pub_time":1780923124000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774130","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FAZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":692138,"article_id":"2641484960","title":"英伟达数据中心成本大涨，这笔账对科技巨头还划算吗?","subtitle":"","subtitle_show":0,"pub_time":1780922323000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774131","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":692118,"article_id":"2641845354","title":"伊朗称对以打击“告一段落”，国际油价迅速回落","subtitle":"","subtitle_show":0,"pub_time":1780921807000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774122","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":692053,"article_id":"2641481280","title":"A股有没有“世界杯效应”？","subtitle":"","subtitle_show":0,"pub_time":1780920789000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774128","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":692032,"article_id":"2641819784","title":"英伟达AI PC豪赌：除了开发者，谁还会为“本地大模型电脑”买单？","subtitle":"","subtitle_show":0,"pub_time":1780920055000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774127","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":692011,"article_id":"2641481360","title":"大摩Wilson：半导体大跌不意味着牛市终结，调整是“必要降温”","subtitle":"","subtitle_show":0,"pub_time":1780919631000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774126","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MS":1.91,"SOX":1.96},"rights":null},{"id":691967,"article_id":"2641473489","title":"高盛：AI Siri将成iPhone新增长引擎，苹果WWDC迎关键时刻","subtitle":"","subtitle_show":0,"pub_time":1780919451000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774120","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":691986,"article_id":"2641848903","title":"韩国ETF惊现“反向暴涨”：SK海力士暴跌8%，两倍做多ETF却飙升50%","subtitle":"","subtitle_show":0,"pub_time":1780919026000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774124","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EDZ":1.5,"EEMO":1.5,"FDN":1.5},"rights":null},{"id":691915,"article_id":"2641895414","title":"大摩点评英伟达“存储减半”传闻：这是真实的短缺，供应约束已成AI最大拦路虎","subtitle":"","subtitle_show":0,"pub_time":1780917731000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774121","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ADI":1.84,"ANV":0.6,"AVGG":0.6,"AVGO":1.84,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"DIPS":0.6,"MS":1.89,"MU":1.87,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.91,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNDX":1.85,"SNVD.UK":0.6},"rights":null},{"id":691793,"article_id":"2641486884","title":"美光CEO：存储是AI被忽视的瓶颈，供给紧张或延续至2026年后，“我们从不自我怀疑”","subtitle":"","subtitle_show":0,"pub_time":1780916185000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774111","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":691674,"article_id":"2641483140","title":"事关数据赋能人工智能发展，国家层面首次系统部署","subtitle":"","subtitle_show":0,"pub_time":1780912401000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774117","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161631":1.5,"AGIX":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":691699,"article_id":"2641837324","title":"仙工智能冲刺港股“机器人大脑第一股”","subtitle":"","subtitle_show":0,"pub_time":1780910555000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774113","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06106":2},"rights":null},{"id":691696,"article_id":"2641483731","title":"微信AI在路上，开发者接入的指引上线了","subtitle":"","subtitle_show":0,"pub_time":1780909144000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774110","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":691545,"article_id":"2641110776","title":"Siri两年跳票后，今夜，苹果迎来AI正名之战","subtitle":"","subtitle_show":0,"pub_time":1780909054000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774106","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"MACW.SI":0.6},"rights":null},{"id":691419,"article_id":"2641102794","title":"韩国严查外汇投机，韩元跌至金融危机低位后回升","subtitle":"","subtitle_show":0,"pub_time":1780907657000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774105","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"KUmain":1.5,"KORU":1.5,"MKOR":1.5},"rights":null},{"id":691423,"article_id":"2641102479","title":"花旗：AI超级周期才到“中场”，标普500年底看向8100点！","subtitle":"","subtitle_show":0,"pub_time":1780907319000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774104","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.95,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"C":1.94,"DBSC":0.6,"DMAX":0.6,"ETFT":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MMAX":0.6,"MOAT":0.6,"NOBL":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"TSPY":0.6,"UPRO":0.6,"VBK":0.6,"VEU":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":691320,"article_id":"2641104436","title":"T+1整改正式收官，30余家中小银行暂停货基申购","subtitle":"","subtitle_show":0,"pub_time":1780904781000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774101","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03152":1.5},"rights":null},{"id":691305,"article_id":"2641104975","title":"从合规条线进入经营班子，杨文化升任光大银行副行长","subtitle":"","subtitle_show":0,"pub_time":1780904741000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774099","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601818":1.5},"rights":null},{"id":691308,"article_id":"2641971104","title":"从中国区负责人到再掌理财子，范华回归贝莱德建信理财","subtitle":"","subtitle_show":0,"pub_time":1780904704000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774098","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLK":1.5},"rights":null},{"id":691268,"article_id":"2641101131","title":"AI芯片股涨势扭曲亚洲基准指数，主动基金陷入“越涨越卖”循环","subtitle":"","subtitle_show":0,"pub_time":1780903258000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774095","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00005":1.85,"03143":0.6,"03145":0.6,"HSBA.UK":0.6,"HSBC":1.85,"HSHD.SI":0.6,"STSM":0.6,"TSM":1.95,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":691260,"article_id":"2641101949","title":"拥挤、估值、加息预期扰动不断：科技是否仍然值得坚守？","subtitle":"","subtitle_show":0,"pub_time":1780903152000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774093","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":691253,"article_id":"2641101616","title":"IMF总裁警告：全球经济尚未准备好应对不断累积的冲击","subtitle":"","subtitle_show":0,"pub_time":1780902838000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774090","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IMF":1.5,"REET":1.5},"rights":null},{"id":691240,"article_id":"2641101548","title":"SemiAnalysis回应Vera SOCAMM争议：质疑者没去过Computex海力士展台","subtitle":"","subtitle_show":0,"pub_time":1780902807000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774082","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":691216,"article_id":"2641109457","title":"欧央行本周加息在即，经济学家警告：或在重蹈2011年政策错误","subtitle":"","subtitle_show":0,"pub_time":1780901244000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774092","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":691199,"article_id":"2641109380","title":"下周美联储会议最大悬念：沃什会向特朗低头，还是向加息靠拢？","subtitle":"","subtitle_show":0,"pub_time":1780901142000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774091","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":691153,"article_id":"2641066641","title":"“你应该感到高兴！”黄仁勋力挺AI：暴跌后终于能打折买了","subtitle":"","subtitle_show":0,"pub_time":1780898276000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774087","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":691117,"article_id":"2641105412","title":"内部选拔落地，邮储银行金融市场总监杨西琳任职资格获核准","subtitle":"","subtitle_show":0,"pub_time":1780896322000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774086","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601658":1.5,"01658":1.5,"03143":0.6},"rights":null},{"id":691120,"article_id":"2641105410","title":"38家债券发行人因信披违规遭监管，穿透控股股东与董监高","subtitle":"","subtitle_show":0,"pub_time":1780896293000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774084","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNDW":1.5},"rights":null},{"id":691123,"article_id":"2641105448","title":"补齐零风险资产锚点 储蓄国债入池个人养老金","subtitle":"","subtitle_show":0,"pub_time":1780896261000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774083","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5},"rights":null},{"id":691026,"article_id":"2641764108","title":"秘密会议、高管出局、押注谷歌Gemini——新Siri能否救赎库克的最后一战？","subtitle":"","subtitle_show":0,"pub_time":1780895696100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774072","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"GOOG":1.87,"GOOP":0.6,"GOOX":0.6},"rights":null},{"id":691112,"article_id":"2641051231","title":"无视特朗普警告！以色列对伊朗发动空袭，停火以来首次伊以互相攻击","subtitle":"","subtitle_show":0,"pub_time":1780895083000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774078","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":691081,"article_id":"2641910371","title":"当Agent重构入口：三家金融信息服务商的十字路口","subtitle":"","subtitle_show":0,"pub_time":1780894441000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774077","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.81,"AGIX":0.81,"AI":0.81,"AIPO":0.81,"AIYY":0.6,"ARTY":0.81,"CHAT":0.81},"rights":null},{"id":691078,"article_id":"2641037121","title":"内测AI支付，微信要打通Agent关键一环","subtitle":"","subtitle_show":0,"pub_time":1780891186000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774076","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":691020,"article_id":"2641780108","title":"SpaceX天价估值意味着什么？需十年增长600倍、年均营收增速50%","subtitle":"","subtitle_show":0,"pub_time":1780890922500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774071","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPCX":1.5,"XOVR":1.5},"rights":null},{"id":690987,"article_id":"2641108903","title":"报道：月之暗面启动新一轮融资、剑指300亿美元估值，半年估值翻七倍","subtitle":"","subtitle_show":0,"pub_time":1780889441000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774073","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ARR":1},"rights":null},{"id":690916,"article_id":"2641706021","title":"全球大行正“达成共识”：随着AI普及，裁员不可避免，尤其是中台和入门岗位","subtitle":"","subtitle_show":0,"pub_time":1780887820500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774068","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":690906,"article_id":"2641684170","title":"博通大跌之际，这家投行放出“大卫星”：渠道调研显示2028年谷歌TPU出货量将达3500万颗，远超预期！","subtitle":"","subtitle_show":0,"pub_time":1780886463000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774064","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.94,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.92,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":690869,"article_id":"2641177025","title":"AI双雄IPO竞速：Anthropic领跑递表，但先到终点未必先赢","subtitle":"","subtitle_show":0,"pub_time":1780885405000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774066","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":690842,"article_id":"2641917715","title":"沪指失守4000点，创业板一度跌超3%，科技股全线下跌，有色金属重挫，恒科指跌超2%，科网股普跌","subtitle":"","subtitle_show":0,"pub_time":1780883864000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774065","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159871":1.5,"159915":1.5,"159967":0.6,"159982":1.5,"165316":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000819.SH":1.5,"000905.SH":0.6,"02834":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03034":0.6,"03067":0.6,"03086":1.5,"03088":0.6,"03147":0.6,"03417":0.6,"03423":0.6,"03455":0.6,"07226":1.5,"07234":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07552":0.6,"07568":0.6,"09067":0.6,"09086":0.6,"09088":0.6,"09834":0.6,"CNXT":1.5,"TTTN":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":690599,"article_id":"2641870172","title":"日韩台股重挫，韩股暴跌8%触发熔断，三星电子盘初大跌10%，台积电下跌5.7%","subtitle":"","subtitle_show":0,"pub_time":1780880902000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774056","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".IXIC":1.88,"03145":0.6,"ARKB":0.6,"BAGY":0.6,"BCCC":0.6,"BETE":0.6,"BETH":0.6,"BFAP":0.6,"BFJL":0.6,"BITB":0.6,"BITI":0.6,"BITO":0.6,"BITU":0.6,"BITX":0.6,"BITY":0.6,"BPI":0.6,"BRRR":0.6,"BTC":1.84,"BTC.USD.CC":1.84,"BTCC":0.6,"BTCI":0.6,"BTCL":0.6,"BTCO":0.6,"BTCW":0.6,"BTCZ":0.6,"BTF":0.6,"BTFX":0.6,"BTRN":0.6,"CBOA":0.6,"CBOJ":0.6,"CBOO":0.6,"CBOY":0.6,"CBTA":0.6,"CBTJ":0.6,"CBTO":0.6,"CBTY":0.6,"CBXA":0.6,"CBXJ":0.6,"CBXO":0.6,"CBXY":0.6,"DEFI":0.6,"DFII":0.6,"EZBC":0.6,"FBTC":0.6,"FTEC":0.6,"MNQmain":0.6,"NQmain":0.6,"GBTC":0.6,"GPIQ":0.6,"HODL":0.6,"HXC":1.88,"IBIT":0.6,"IYW":0.6,"JEPQ":0.6,"MAXI":0.6,"MNRS":0.6,"NDX":1.88,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QBF":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"SBIT":0.6,"SQQQ":0.6,"SSNLF":1.86,"STSM":0.6,"TECS":0.6,"TQQQ":0.6,"TQQY":0.6,"TSM":1.85,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"XBTY":0.6,"YBTC":0.6},"rights":null},{"id":690554,"article_id":"2641190174","title":"美银Hartnett：迎接“6月风暴”，美国CPI将“刺破泡沫”","subtitle":"","subtitle_show":0,"pub_time":1780879963700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774051","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".IXIC":2,"BBLB":0.6,"BBSB":0.6,"FLGV":0.6,"IEF":0.6,"IPO":1,"IPOS":0.66,"OEF":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"SPYB":0.6,"SPYI":0.6,"TBJL":0.6,"TFJL":0.6,"TLT":0.64,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6,"US10Y.BOND":0.66,"US12M.BOND":0.66,"US2Y.BOND":0.66,"US30Y.BOND":0.66,"US3Y.BOND":0.66,"US5Y.BOND":0.66,"US6M.BOND":0.66,"US7Y.BOND":0.66},"rights":null},{"id":690561,"article_id":"2641217444","title":"当私人银行开始“青睐”公募","subtitle":"","subtitle_show":0,"pub_time":1780879282000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774057","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":690500,"article_id":"2641075171","title":"沃什上任后第一次敲打！特朗普公开发声：没有任何理由加息，加息就是想扼杀我们的成功","subtitle":"","subtitle_show":0,"pub_time":1780878360300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774049","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".IXIC":1.6,".SPX":1.65,"FTEC":0.6,"MNQmain":0.6,"NQmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIQ":0.6,"HXC":1.6,"IYW":0.6,"JEPQ":0.6,"NDX":1.6,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"SQQQ":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TECS":0.6,"TIP":1.7,"TQQQ":0.6,"TQQY":0.6,"TVIXF":0.6,"USMV":0.6,"UVIX":0.6,"UVXY":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":690503,"article_id":"2641174833","title":"英伟达与海力士官宣多年合作计划，保障先进存储供应，黄仁勋昨晚称“存储短缺局面将持续相当长一段时间”","subtitle":"","subtitle_show":0,"pub_time":1780877965200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774048","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07709":1.86,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":690409,"article_id":"2641175600","title":"韩国多头开始寻求“保护”：不是不投，是如何“有保护”的继续投资","subtitle":"","subtitle_show":0,"pub_time":1780826430000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774035","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1},"rights":null},{"id":690404,"article_id":"2641175864","title":"SpaceX上市募资要建“太空数据中心”，却高价租算力给谷歌和Anthropic！网民热议：为何如此？","subtitle":"","subtitle_show":0,"pub_time":1780821052000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774034","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.87,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":690393,"article_id":"2641173824","title":"无论如何，不要“无视”周五的大跌","subtitle":"","subtitle_show":0,"pub_time":1780816130000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774031","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ARKB":0.6,"BAGY":0.6,"BCCC":0.6,"BETE":0.6,"BETH":0.6,"BFAP":0.6,"BFJL":0.6,"BITB":0.6,"BITI":0.6,"BITO":0.6,"BITU":0.6,"BITX":0.6,"BITY":0.6,"BPI":0.6,"BRRR":0.6,"BTC":1.81,"BTC.USD.CC":1.81,"BTCC":0.6,"BTCI":0.6,"BTCL":0.6,"BTCO":0.6,"BTCW":0.6,"BTCZ":0.6,"BTF":0.6,"BTFX":0.6,"BTRN":0.6,"CBOA":0.6,"CBOJ":0.6,"CBOO":0.6,"CBOY":0.6,"CBTA":0.6,"CBTJ":0.6,"CBTO":0.6,"CBTY":0.6,"CBXA":0.6,"CBXJ":0.6,"CBXO":0.6,"CBXY":0.6,"DDM":0.6,"DEFI":0.6,"DFII":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"EZBC":0.6,"FBTC":0.6,"GBTC":0.6,"HIBL":0.6,"HODL":0.6,"IBIT":0.6,"IVV":0.6,"MAXI":0.6,"MMAX":0.6,"MNRS":0.6,"NQmain":2,"OEF":0.6,"QBF":0.6,"QQQ":2,"SBIT":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":2,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TQQQ":2,"UDOW":0.6,"UPRO":0.6,"UVIX":0.6,"UVXY":0.6,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":0.6,"VXX":2,"XBTY":0.6,"YBTC":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":690384,"article_id":"2641775178","title":"伊战已打100天了，为何油价没有飞天，后续还会不会飞天？","subtitle":"","subtitle_show":0,"pub_time":1780812140000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774028","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00386":2,"00857":2,"00883":2,"BKR":2,"BNO":1.5,"BP":2,"BSIN":2,"BWET":1.5,"BZmain":2,"CLmain":2,"COP":2,"CVX":2,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DVN":2,"EQNR":2,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"HAL":2,"IEO":1.5,"INDO":2,"IXC":1.5,"MPC":2,"MUR":2,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"OXY":2,"PBF":2,"PBR":2,"PSX":2,"PXE":1.5,"PXJ":1.5,"SHEL":2,"SLB":2,"UGA":1.5,"USE":1.5,"USEG":2,"USL":1.5,"USOI":1.5,"VDE":1.5,"VLO":2,"WTIU":1.5,"XES":1.5,"XOM":2},"rights":null},{"id":690397,"article_id":"2641817331","title":"OpenAI计划对ChatGPT进行发布以来最大规模改版","subtitle":"","subtitle_show":0,"pub_time":1780807529000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774032","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09347":2,"ADBE":2,"ADBG":0.6,"ADP":2,"AI":2,"AIYY":0.6,"APP":2,"APPX":0.6,"BAIG":0.6,"BBAI":2,"BRZE":2,"CRM":2,"CRMG":0.6,"CRNC":2,"DDOG":2,"DOGD":0.6,"DUOG":0.6,"DUOL":2,"FIG":2,"FIGG":0.6,"GTLB":2,"HUBS":2,"LMND":2,"LMNX":0.6,"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NOW":2,"NOWL":0.6,"PLOO":0.6,"PLTA":0.6,"PLTD":0.6,"PLTG":0.6,"PLTI":0.6,"PLTR":2,"PLTU":0.6,"PLTW":0.6,"PLTY":0.6,"PLTZ":0.6,"PLYY":0.6,"PTIR":0.6,"RBRK":2,"RDDT":2,"RDTL":0.6,"RDYY":0.6,"RZLV":2,"SMSD.UK":2,"SNDK":2,"SNDU":0.6,"SNXX":0.6,"SOUN":2,"SOUX":0.6,"SSNLF":2,"STX":2,"TEAM":2,"TEM":2,"TEMT":0.6,"TTD":2,"TTDU":0.6,"U":2,"UNX":0.6,"UPST":2,"UPSX":0.6,"WDC":2,"WDCX":0.6},"rights":null},{"id":690388,"article_id":"2641117383","title":"高盛金属主管谈“金银铜铝”：金银承压，铜有风险，铝最确定","subtitle":"","subtitle_show":0,"pub_time":1780804855000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774029","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGQ":1.5,"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"GS":1.5,"GSX":0.6,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"SIVR":0.6,"SLV":0.6,"UYM":1.5,"XME":1.5,"ZSL":0.6},"rights":null},{"id":690379,"article_id":"2641178949","title":"债券巨头买入债券，为AI泡沫破裂做准备","subtitle":"","subtitle_show":0,"pub_time":1780801062000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774027","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":2,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BND":2,"BNDW":1.5,"BOXX":2,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":2,"ESmain":2,"GOVT":2,"HIBL":0.6,"HYG":2,"IEF":2,"IVV":0.6,"MMAX":0.6,"NQmain":2,"SCHO":2,"SDOW":0.6,"SDS":0.6,"SGOV":2,"SH":0.6,"SHV":2,"SHY":2,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"TBT":2,"TLH":2,"TLT":2,"TLTW":2,"TMF":2,"TMV":2,"UBT":2,"UDOW":0.6,"UPRO":0.6,"VGIT":2,"VGLT":2,"VGSH":2,"VOO":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":690373,"article_id":"2641121407","title":"亮眼财报后股价大跌？博通CEO：永远不关心股价，死磕技术客户就不会跑，看好“博通-谷歌-Anthropic”铁三角","subtitle":"","subtitle_show":0,"pub_time":1780791228300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774025","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.98,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":690331,"article_id":"2641216129","title":"谁在撒谎？这家顶级风投把Altman这些硅谷大佬聚在一起，办了场“狼人杀”真人秀","subtitle":"","subtitle_show":0,"pub_time":1780734827000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774021","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":690324,"article_id":"2641126679","title":"“黑色星期五”的导火索？Semianalysis报告“重创”美光","subtitle":"","subtitle_show":0,"pub_time":1780718953700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774017","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":2.1,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":690301,"article_id":"2641125178","title":"美联储今年还会降息吗？整个华尔街只有1家投行还“坚持”：花旗","subtitle":"","subtitle_show":0,"pub_time":1780717511500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774010","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HIBL":0.6,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NGHT":1.5,"NQmain":2,"PBDC":1.5,"QQQ":2,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":2,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":2,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"UVIX":0.6,"UVXY":0.6,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":1.5,"VXX":2,"YMmain":2,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":690316,"article_id":"2641612633","title":"合计700亿美元！SpaceX先后与Anthropic和谷歌签下大单，“算力租赁”ARR高达260亿美元","subtitle":"","subtitle_show":0,"pub_time":1780714581000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774016","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.86,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":690229,"article_id":"2641233271","title":"“白宫股神”再吹票：特朗普：两房市值可达1万亿美元","subtitle":"","subtitle_show":0,"pub_time":1780714355000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773990","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FMCC":2.1,"FNMA":2.1},"rights":null},{"id":690312,"article_id":"2641112509","title":"标杆“芯片融资”交易：阿波罗、黑石和博通联手“募资”350亿美元，用于Anthropic向谷歌租赁TPU","subtitle":"","subtitle_show":0,"pub_time":1780712748000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774013","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"APO":1.93,"AVGG":0.6,"AVGO":1.95,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"BX":1.91,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.85,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":690279,"article_id":"2641256211","title":"强劲非农后，高盛“投降”：不再预计美联储今年降息","subtitle":"","subtitle_show":0,"pub_time":1780712479000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3774008","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NGHT":1.5,"NQmain":2,"QQQ":2,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":2,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":2,"TYO":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"UVIX":0.6,"UVXY":0.6,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":0.6,"VXX":2,"YMmain":2,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":690276,"article_id":"2641125548","title":"大跌之夜，高盛合伙人喊“抄底”：今年这种买入的机会并不多","subtitle":"","subtitle_show":0,"pub_time":1780706488000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774006","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":690263,"article_id":"2641123458","title":"币圈惨烈！比特币破6万美元，以太坊暴跌超10%，Strategy遭空头围猎","subtitle":"","subtitle_show":0,"pub_time":1780703648000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774003","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03009":1.5,"03046":1.5,"03439":1.5,"09008":1.5,"09009":1.5,"09042":1.5,"09046":1.5,"AETH":1.5,"BETE":1.5,"BITC":1.5,"BITI":1.5,"BITQ":1.5,"BITW":1.5,"BITX":1.5,"BRRR":1.5,"BTC.USD.CC":1.5,"BTC.USD.HKCC":1.5,"BTCI":1.5,"BTF":1.5,"BTRN":1.5,"CBTJ":1.5,"CRPT":1.5,"EETH":1.5,"ETH":1.5,"ETH.USD.HKCC":1.5,"ETHA":1.5,"ETHD":1.5,"ETHE":1.5,"ETHT":1.5,"ETHU":1.5,"ETHV":1.5,"ETHW":1.5,"ETU":1.5,"EZET":1.5,"FBTC":1.5,"FETH":1.5,"MBTmain":1.5,"GBTC":1.5,"GDLC":1.5,"HECO":1.5,"IBIT":1.5,"LFGY":1.5,"MAXI":1.5,"MSTU":1.5,"NGHT":1.5,"QETH":1.5,"STCE":1.5,"WGMI":1.5,"YBTC":1.5,"YETH":1.5},"rights":null},{"id":690252,"article_id":"2641123929","title":"科技股暴跌与比特币重挫，SpaceX上市前夕散户资金面临终极考验","subtitle":"","subtitle_show":0,"pub_time":1780702436000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3774002","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03008":1.5,"03086":1.5,"09008":1.5,"09042":1.5,"09439":1.5,"ARKB":1.5,"ARKY":1.5,"BEGS":1.5,"BETE":1.5,"BETH":1.5,"BITB":1.5,"BITC":1.5,"BITI":1.5,"BITQ":1.5,"BITU":1.5,"BITW":1.5,"BITX":1.5,"BKCH":1.5,"BRRR":1.5,"BTC.USD.CC":1.5,"BTCI":1.5,"BTCL":1.5,"BTCZ":1.5,"BTF":1.5,"BTFX":1.5,"BTGD":1.5,"BTRN":1.5,"CBTJ":1.5,"CRPT":1.5,"DXYZ":1.5,"FBTC":1.5,"MBTmain":1.5,"HECO":1.5,"HODL":1.5,"IBIT":1.5,"IPOS":1.5,"LFGY":1.5,"MAXI":1.5,"MNRS":1.5,"NCIQ":1.5,"NGHT":1.5,"SPCX":1.5,"STCE":1.5,"TTTN":1.5,"VGT":1.5,"WGMI":1.5,"XLK":1.5,"XOVR":1.5,"YBIT":1.5,"YBTC":1.5},"rights":null},{"id":690218,"article_id":"2641280231","title":"迈威尔科技与Flex将被纳入标普500","subtitle":"","subtitle_show":0,"pub_time":1780698416000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773999","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.85,"DMAX":0.6,"FLEX":1.91,"MESmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"MRVL":1.96,"MRVU":0.6,"MVLL":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.85,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":690208,"article_id":"2641128782","title":"美股遭遇抛售，但高盛称未见仓位极端拥挤现象","subtitle":"","subtitle_show":0,"pub_time":1780697457000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773998","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":690147,"article_id":"2641546140","title":"美国芯片股单日蒸发逾万亿美元市值，费城半导体指数创六年最大单日跌幅","subtitle":"","subtitle_show":0,"pub_time":1780691724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773996","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.88,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"SOX":1.98},"rights":null},{"id":690125,"article_id":"2641414743","title":"黄金抹去2026年全部涨幅，美国强劲就业数据推升加息预期","subtitle":"","subtitle_show":0,"pub_time":1780689797000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773995","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US7Y.BOND":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":689899,"article_id":"2641498611","title":"ONE之后：钉钉的AI组织实验遗产","subtitle":"","subtitle_show":0,"pub_time":1780671695000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773989","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89988":0.6,"09988":1.85,"BABA":1.85,"ALBmain":0.6,"HBBD.SI":0.6},"rights":null},{"id":689717,"article_id":"2641145605","title":"SpaceX“完美风暴”降临：这是三大对冲策略！","subtitle":"","subtitle_show":0,"pub_time":1780667108000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773979","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":689586,"article_id":"2641714366","title":"小商品城赴港上市，押注义乌商户外贸链条","subtitle":"","subtitle_show":0,"pub_time":1780664896000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773985","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600415":1.5},"rights":null},{"id":689589,"article_id":"2641143551","title":"非农数据超预期，利率交易员押注美联储十月启动加息","subtitle":"","subtitle_show":0,"pub_time":1780664535000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773984","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GCmain":1.5,"MGCmain":1.5,"SImain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"MINT":1.5,"NGHT":1.5,"PBDC":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":689480,"article_id":"2641148319","title":"安踏2025年ESG报告：可持续产品超1亿件，MSCI评级升至AA","subtitle":"","subtitle_show":0,"pub_time":1780662674000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773982","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159717":1.5,"02020":1.5,"ESG":1.5,"MSCI":1.5},"rights":null},{"id":689579,"article_id":"2641435521","title":"炸裂！美国5月非农新增就业17.2万人，超过预期近一倍，失业率维持在4.3%","subtitle":"","subtitle_show":0,"pub_time":1780662632000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773981","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"DUST":0.6,"GCmain":1.5,"MGCmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"SImain":1.5,"GDX":0.6,"GLD":0.6,"IAU":0.6,"NUGT":0.6},"rights":null},{"id":689477,"article_id":"2641110005","title":"AI狂热首现裂缝？韩股遭遇“黑色星期五”，关键支撑岌岌可危","subtitle":"","subtitle_show":0,"pub_time":1780662483000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773978","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":689414,"article_id":"2641110326","title":"太空股票不只有SpaceX","subtitle":"","subtitle_show":0,"pub_time":1780660509000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773976","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ARKX":1.5,"DXYZ":1.5,"SPCX":1.5,"UFO":1.5,"XOVR":1.5},"rights":null},{"id":689365,"article_id":"2641611714","title":"欧元区一季度经济意外萎缩，伊朗战争阴云笼罩前景","subtitle":"","subtitle_show":0,"pub_time":1780658401000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773974","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EPV":0.73,"EUFN":0.73,"EURL":0.73,"FEZ":0.73,"FLEE":0.73,"FXE":0.73,"GDP":1,"IEUR":0.73,"IEV":0.73,"SPEU":0.73,"VGK":0.73},"rights":null},{"id":689265,"article_id":"2641114712","title":"钠电来到“磷酸铁锂时刻”？","subtitle":"","subtitle_show":0,"pub_time":1780655505000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773969","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03750":0.7},"rights":null},{"id":689272,"article_id":"2641885112","title":"封锁、制裁双重挤压，伊朗原油出口降至六年低点，6700万桶滞留海上","subtitle":"","subtitle_show":0,"pub_time":1780655070000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773967","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":689262,"article_id":"2641743114","title":"对话瑞银谌戈：长线资金抢做港股基石，超级IPO不改长期趋势","subtitle":"","subtitle_show":0,"pub_time":1780653682000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773966","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5,"VXUS":1.5},"rights":null},{"id":689159,"article_id":"2641119959","title":"Databricks CEO：我们不需要AI更聪明，只需要更长上下文","subtitle":"","subtitle_show":0,"pub_time":1780651414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773963","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":689069,"article_id":"2641154701","title":"SpaceX上市最大的意外：散户最高可拿四分之一筹码","subtitle":"","subtitle_show":0,"pub_time":1780647968000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773955","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":689040,"article_id":"2641550115","title":"玻璃基板预计2027年商业化，英伟达谷歌有望率先采用","subtitle":"","subtitle_show":0,"pub_time":1780647098000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773954","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.88,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.88,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":689055,"article_id":"2641611556","title":"千问要跟微信在Agent上打擂台了","subtitle":"","subtitle_show":0,"pub_time":1780646242000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773960","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.95,"09988":1.92,"BABA":1.92,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"HTCD.SI":0.6,"KBAB":0.6,"TCEHY":1.95},"rights":null},{"id":688973,"article_id":"2641139471","title":"lululemon 2026Q1基本盘收缩叠加利润率重挫，全面下调全年指引","subtitle":"","subtitle_show":0,"pub_time":1780645786000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773958","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LULG":0.6,"LULU":1.98},"rights":null},{"id":688970,"article_id":"2641113944","title":"鸿海5月营收同比增长39.57%，AI需求驱动全年增势持续","subtitle":"","subtitle_show":0,"pub_time":1780644868000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773956","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":688933,"article_id":"2641118513","title":"沃什拟从6月FOMC会议启动美联储沟通框架改革：或取消点阵图、删除前瞻指引偏向","subtitle":"","subtitle_show":0,"pub_time":1780643552000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773950","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"FOMC":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":688887,"article_id":"2641118893","title":"代码暴增300%，成果只多30%：AI红利遭遇尴尬现实","subtitle":"","subtitle_show":0,"pub_time":1780643031000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773945","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":688878,"article_id":"2641904501","title":"日本实际工资连升四个月，野村：6月加息“几乎确定”","subtitle":"","subtitle_show":0,"pub_time":1780642611000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773948","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":688837,"article_id":"2641197219","title":"老人卖保险炒股、杠杆创纪录！韩国股市泡沫信号频现，央行开始盯紧杠杆","subtitle":"","subtitle_show":0,"pub_time":1780641329500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773944","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EEMO":1.5,"EWY":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":688845,"article_id":"2641419085","title":"豆包不用负责","subtitle":"","subtitle_show":0,"pub_time":1780640742000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773947","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":688814,"article_id":"2641973561","title":"从拼容量到拼散热！HBM5时代，三大存储巨头打响“散热保卫战”","subtitle":"","subtitle_show":0,"pub_time":1780640618000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773942","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"MU":1.92,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.85,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"SSNLF":1.93},"rights":null},{"id":688850,"article_id":"2641366190","title":"AI热潮降温，韩国股市重挫5%、一度熔断，现货白银跌超2.5%","subtitle":"","subtitle_show":0,"pub_time":1780640223000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773946","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"EEMO":1.5,"EWY":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":688830,"article_id":"2641971821","title":"AI巨头们急于IPO，本质上是一场让普通人接盘的资本“逃生游戏”？","subtitle":"","subtitle_show":0,"pub_time":1780639852000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773943","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":688783,"article_id":"2641192195","title":"A股进入震荡期，市场如何进行风格切换？","subtitle":"","subtitle_show":0,"pub_time":1780637001000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773935","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":688618,"article_id":"2641199419","title":"SK 海力士美国上市路演获\"极度正面\"反馈，HBM定价优势有望延续至明年","subtitle":"","subtitle_show":0,"pub_time":1780632971900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773925","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"DRAM":1.5,"EMXC":1.5,"IPOS":1.5,"SK":1.5},"rights":null},{"id":688696,"article_id":"2641819450","title":"AI成本从\"无人在意\"到\"巨大问题\"，Altman公开承认行业烧钱危机","subtitle":"","subtitle_show":0,"pub_time":1780629876000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773933","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":688658,"article_id":"2641319193","title":"半年“狂赚”1000万亿，人均“入账”2000万，这一轮韩股造富规模史无前例","subtitle":"","subtitle_show":0,"pub_time":1780629204000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773931","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":688699,"article_id":"2641194577","title":"Ciena电话会：业绩狂飙40%，AI投资转向网络基建，2029年市场规模将翻倍至500亿美元","subtitle":"","subtitle_show":0,"pub_time":1780628997000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773922","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":688707,"article_id":"2641946291","title":"日产要给奇瑞代工，中国车企全球角色大反转","subtitle":"","subtitle_show":0,"pub_time":1780628358000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773934","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":688622,"article_id":"2641413199","title":"SpaceX等超级IPO提前纳入指数？纳指、罗素“开绿灯”，标普“守住节操”不跟！","subtitle":"","subtitle_show":0,"pub_time":1780627026200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773929","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FTEC":0.6,"IYW":0.6,"JEPQ":0.6,"ONEQ":0.6,"QDTE":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQY":0.6,"QYLG":0.6,"SPCX":2,"TECL":0.6,"TECS":0.6},"rights":null},{"id":688543,"article_id":"2641196006","title":"科技的卖点：第一个顶部还未到来","subtitle":"","subtitle_show":0,"pub_time":1780625273600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773920","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":688579,"article_id":"2641995581","title":"创业板跌1%，芯片半导体集体调整，医药股反弹，恒科指亦走低，华虹半导体跌超4%","subtitle":"","subtitle_show":0,"pub_time":1780624525000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773923","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"399006":1.9,"688347":1.95,"000001":1.87,"01347":1.95,"03147":0.6,"07234":0.6,"AVGG":0.6,"AVGO":1.93,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"SOX":1.91},"rights":null},{"id":688511,"article_id":"2641619614","title":"报道：美国政府拟收购AI公司股份并向全民派息，OpenAI Altman是主要推手","subtitle":"","subtitle_show":0,"pub_time":1780623019000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773921","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":688414,"article_id":"2641958441","title":"罕见！“AI巨头”呼吁全球暂停AI开发，警告模型正逐步具备“自我升级”能力","subtitle":"","subtitle_show":0,"pub_time":1780619705000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773915","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":688400,"article_id":"2641719374","title":"盛大客户路演、齐声唱多研报，华尔街“火力全开”为SpaceX上市“造势”","subtitle":"","subtitle_show":0,"pub_time":1780619256000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773914","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FAZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":688390,"article_id":"2641728193","title":"泽连斯基公开信提议会晤，普京称“愿在安克雷奇会晤基础上谈判”，特朗普“俄乌会妥协”","subtitle":"","subtitle_show":0,"pub_time":1780618780000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773912","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":688364,"article_id":"2641931871","title":"新季度赎回窗口、新一轮恐慌潮--美国“私募信贷危机”卷土重来","subtitle":"","subtitle_show":0,"pub_time":1780618587000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773913","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDC":1},"rights":null},{"id":688207,"article_id":"1101822225","title":"Anthropic：高昂的计算成本是推动IPO的主因，呼吁全球暂缓前沿AI研发","subtitle":"","subtitle_show":0,"pub_time":1780612416874,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":688198,"article_id":"2641795160","title":"高期待压垮光通信明星？Ciena上季业绩超预期强劲，上调全年指引，股价仍跌超10% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1780611914000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773909","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":688081,"article_id":"2641162697","title":"报道：Jane Street拟自建数据中心以应对算力短缺","subtitle":"","subtitle_show":0,"pub_time":1780603904000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773904","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":688033,"article_id":"2641164665","title":"美联储官员：目前要选择是保持耐心还是加息，通胀是经济头号风险、AI现未影响","subtitle":"","subtitle_show":0,"pub_time":1780600902000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773900","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"ARTY":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"CHAT":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"FAZ":1.5,"GBIL":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":688011,"article_id":"2641777161","title":"Arm股价数周几乎翻番，预期市盈率170倍，跻身估值最高股票之列","subtitle":"","subtitle_show":0,"pub_time":1780598756000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773898","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.75,"DMAX":0.6,"FTC":1,"MESmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.65,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":688003,"article_id":"2641161217","title":"无视韩国政府警告，韩元跌至2009年以来最低水平","subtitle":"","subtitle_show":0,"pub_time":1780597945000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773895","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"KUmain":1.5,"KORU":1.5,"MKOR":1.5},"rights":null},{"id":687929,"article_id":"2641166043","title":"美债市场“怪兽”回归？华尔街警告：抵押贷款对冲潮或放大长债波动","subtitle":"","subtitle_show":0,"pub_time":1780589641000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773897","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":687860,"article_id":"2640136165","title":"单月营收超10亿元，Seedance 2.0撑起火山引擎MaaS狂奔","subtitle":"","subtitle_show":0,"pub_time":1780585254000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773892","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":687863,"article_id":"2640651321","title":"从番茄小说到TikTok，海峰离职背后的字节用人逻辑","subtitle":"","subtitle_show":0,"pub_time":1780585242000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773891","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":687857,"article_id":"2640165131","title":"长龙航空冲刺主板IPO：手握时刻护城河，难避航油压力？","subtitle":"","subtitle_show":0,"pub_time":1780585233000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773890","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159231":1.5,"IPOS":1.5},"rights":null},{"id":687854,"article_id":"2640165932","title":"油价跌逾3%，报道：特朗普无意重启伊朗全面战争","subtitle":"","subtitle_show":0,"pub_time":1780585172000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773894","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":687837,"article_id":"2640361165","title":"从“记账软件”到AI金融基础设施：Ramp融资7.5亿美元，估值冲上440亿美元","subtitle":"","subtitle_show":0,"pub_time":1780584236000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773889","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159180":1.5,"159940":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"VGT":1.5},"rights":null},{"id":687673,"article_id":"2640168243","title":"美国上周首申人数升至三个月高位，AI抢饭碗致科技业裁员创近两年新高","subtitle":"","subtitle_show":0,"pub_time":1780580625000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773888","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":687613,"article_id":"2640168638","title":"世界黄金协会：全球黄金ETF 5月转为净流出，亚洲与北美成撤资主力","subtitle":"","subtitle_show":0,"pub_time":1780579464000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773887","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":687570,"article_id":"2640615038","title":"伯恩斯坦：存储价格将在Q2迎来主升浪","subtitle":"","subtitle_show":0,"pub_time":1780577081000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773885","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":0.9},"rights":null},{"id":687514,"article_id":"2640157310","title":"微软CEO深度访谈：过度依赖OpenAI曾让公司陷入被动，软件“未死”但传统SaaS已到转折点","subtitle":"","subtitle_show":0,"pub_time":1780575590000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773884","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.98,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":687510,"article_id":"2640573171","title":"别急着担心失业，人形机器人距离全面\"上岗\"仍需数年","subtitle":"","subtitle_show":0,"pub_time":1780574939000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773883","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":687459,"article_id":"2640152949","title":"能聊天、会规划、可自主执行！亚马逊新一代AI仓储机器人亮相","subtitle":"","subtitle_show":0,"pub_time":1780574018000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773881","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"AMZD":0.6,"AMZN":1.5,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ARTY":1.5,"AZYY":0.6,"BULZ":1.5,"CHAT":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"ROBO":1.5,"TSLA":0.6,"USAW.SI":0.6,"VERS":1.5,"WTAI":1.5,"YMAG":1.5},"rights":null},{"id":687439,"article_id":"2640615268","title":"花1500美元让AI“黑”自家App：GPT-5成功率70%，多数顶级模型交“零蛋”","subtitle":"","subtitle_show":0,"pub_time":1780573339000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773878","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GPT":1.5,"GPT.AU":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":687375,"article_id":"2640541501","title":"中东战争+超级厄尔尼诺！瑞银警告：亚洲食品通胀或全面升温","subtitle":"","subtitle_show":0,"pub_time":1780571995000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773877","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159151":1.5},"rights":null},{"id":687209,"article_id":"2640309159","title":"1.6T光模块量产元年，测试设备迎来黄金时代！","subtitle":"","subtitle_show":0,"pub_time":1780567553000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773872","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.87,"AI":0.87,"AIPO":0.87,"AIYY":0.6,"ARTY":0.87,"CHAT":0.9},"rights":null},{"id":687204,"article_id":"2640159357","title":"瑞银：A股科技股拥挤程度远未达到历史峰值","subtitle":"","subtitle_show":0,"pub_time":1780567546000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773869","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5,"02834":0.6,"03034":0.6,"03086":1.5,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"TTTN":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":687077,"article_id":"2640632153","title":"云巨头角色重大转变：从算力供应商到AI分发枢纽","subtitle":"","subtitle_show":0,"pub_time":1780562063000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773867","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":687070,"article_id":"2640580691","title":"博通Q2：谷歌“引入新欢”是扰动，294亿Q3指引与排到2028的订单才是基本盘","subtitle":"","subtitle_show":0,"pub_time":1780561946000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773861","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.97,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":687043,"article_id":"2640158224","title":"企业AI账单失控：Uber几个月花光全年预算、一公司单月意外烧掉5亿美元","subtitle":"","subtitle_show":0,"pub_time":1780561693000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773866","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"OND":1.5},"rights":null},{"id":687030,"article_id":"2640158405","title":"汇丰：转空的三大信号","subtitle":"","subtitle_show":0,"pub_time":1780561248000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773857","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HSBC":1.5,"HSBH":0.6},"rights":null},{"id":687027,"article_id":"2640584771","title":"被低估的“银发经济”——全球消费增长新引擎","subtitle":"","subtitle_show":0,"pub_time":1780561243000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773868","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HSBC":0.9,"HSBH":0.6},"rights":null},{"id":686988,"article_id":"2640158513","title":"不要只盯着芯片！Bill Ackman：优质巨头正在被遗忘，警惕重蹈“科网泡沫”覆辙","subtitle":"","subtitle_show":0,"pub_time":1780560253000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773862","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.85,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"CRM":1.87,"CRMG":0.6,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"META":1.85,"METD":0.6,"METU":0.6,"METW":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.9,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"USAW.SI":0.6},"rights":null},{"id":686984,"article_id":"2640015855","title":"黄仁勋即将赴韩会SK集团、LG掌门！行程曝光：烤肉宴、综艺首秀、棒球开球","subtitle":"","subtitle_show":0,"pub_time":1780560189000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773864","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":686967,"article_id":"2640313003","title":"博通AI指引“不够炸裂”引发抛售，华尔街却喊错杀：真正爆发在2027年后","subtitle":"","subtitle_show":0,"pub_time":1780559516000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773858","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.98,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":686962,"article_id":"2640213026","title":"AI交易降温，韩股重挫1.8%，现货黄金上涨1%，比特币跳水","subtitle":"","subtitle_show":0,"pub_time":1780559026000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773843","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03008":1.5,"03042":1.5,"03439":1.5,"09008":1.5,"09042":1.5,"09439":1.5,"AGIX":1.5,"AIPO":1.5,"ARKY":1.5,"ARTY":1.5,"BEGS":1.5,"BETE":1.5,"BITC":1.5,"BITI":1.5,"BITQ":1.5,"BITU":1.5,"BITX":1.5,"BKCH":1.5,"BTC.USD.CC":1.5,"BTC.USD.HKCC":1.5,"BTCI":1.5,"BTCL":1.5,"BTCO":1.5,"BTCZ":1.5,"BTF":1.5,"BTGD":1.5,"BTRN":1.5,"CBTJ":1.5,"CHAT":1.5,"CRPT":1.5,"DAPP":1.5,"FBTC":1.5,"FLKR":1.5,"GBTC":1.5,"GDLC":1.5,"HODL":1.5,"IBIT":1.5,"KORU":1.5,"LFGY":1.5,"MAXI":1.5,"MKOR":1.5,"MNRS":1.5,"MSBT":1.5,"MSTU":1.5,"NCIQ":1.5,"NGHT":1.5,"UGL":1.5,"VXUS":1.5,"WGMI":1.5,"YBIT":1.5},"rights":null},{"id":686954,"article_id":"2640463130","title":"5年100亿美元！IBM加码量子计算，目标2029年交付世界第一台“大规模容错量子计算机”","subtitle":"","subtitle_show":0,"pub_time":1780558900000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773860","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IBM":1.5,"QPUX":1.5,"QTUM":1.5},"rights":null},{"id":686916,"article_id":"2640137485","title":"单日大跌超10%，软银重押OpenAI的代价开始显现？","subtitle":"","subtitle_show":0,"pub_time":1780557145000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773851","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.65,"ARTY":0.65,"CHAT":0.76},"rights":null},{"id":686913,"article_id":"2640137176","title":"金融市场、风控干将履新，浙商银行高管班子完成最后拼图","subtitle":"","subtitle_show":0,"pub_time":1780556360000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773856","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601916":1.5,"02016":1.5},"rights":null},{"id":686896,"article_id":"2640137802","title":"海尔25年来首次减持青岛银行，产业股东退居、国资格局渐成","subtitle":"","subtitle_show":0,"pub_time":1780556330000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773855","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002948":1.5,"01169":1.5,"03866":1.5},"rights":null},{"id":686890,"article_id":"2640137803","title":"掌舵七年后到龄退休，贵阳银行董事长卸任、行长代履职责","subtitle":"","subtitle_show":0,"pub_time":1780556286000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773854","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601997":1.5},"rights":null},{"id":686893,"article_id":"2640613780","title":"中标利率异常引发“乌龙指”猜测，农发行紧急取消一笔政策性金融债发行","subtitle":"","subtitle_show":0,"pub_time":1780556255000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773853","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":686909,"article_id":"2640813760","title":"台积电魏哲家：全年营收增速将超30%，资本开支高点“我也不知道”、“没看到停下的指标”","subtitle":"","subtitle_show":0,"pub_time":1780556095000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773834","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":686871,"article_id":"2640132432","title":"美股已无恐慌，只剩FOMO！华尔街机构：这一幕像极了1998年","subtitle":"","subtitle_show":0,"pub_time":1780554473000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773846","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5,"FOMO":1.5},"rights":null},{"id":686852,"article_id":"2640326341","title":"警惕“羊群效应”！韩国财长：必要时出手干预汇市，对杠杆化炒股感到担心","subtitle":"","subtitle_show":0,"pub_time":1780553965000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773844","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMO":0.9,"EWY":0.9,"FLKR":0.9,"KUmain":0.9,"KDEF":0.7,"KORU":0.9,"MKOR":0.9},"rights":null},{"id":686845,"article_id":"2640132390","title":"报道：日本央行正考虑在6月加息，并有可能在2026年年内再次加息","subtitle":"","subtitle_show":0,"pub_time":1780553609000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773842","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":686811,"article_id":"2640134965","title":"鸿海宣布与英特尔达成战略合作，将与英特尔共同开发AI平台","subtitle":"","subtitle_show":0,"pub_time":1780551360000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773845","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.98,"INTC":1.98,"INTW":0.6,"LINT":0.6},"rights":null},{"id":686777,"article_id":"2640314591","title":"SemiAnalysis深度详解马斯克的“太空算力梦”：真正的瓶颈是什么？何时能上天？","subtitle":"","subtitle_show":0,"pub_time":1780548883000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773839","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CORZQ":1.81,"CRSH":0.6,"STSM":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.87,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSM":1.86,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"TSYY":0.6,"WULF":1.8,"WULX":0.6},"rights":null},{"id":686704,"article_id":"2640139537","title":"高盛合伙人：市场已从恐惧切换至贪婪模式，但风险正在积聚","subtitle":"","subtitle_show":0,"pub_time":1780542852000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773837","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":686633,"article_id":"2640337136","title":"“A 股的本质与系统奥义”--招商证券“搞清楚”了","subtitle":"","subtitle_show":0,"pub_time":1780539844000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773831","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600999":1.5,"06099":1.5},"rights":null},{"id":686598,"article_id":"2640135494","title":"央行行长“吹风”，日本本月加息“已成定局”？","subtitle":"","subtitle_show":0,"pub_time":1780538574000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773830","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":686595,"article_id":"2640135499","title":"A股三大股指震荡下跌，芯片半导体逆势拉升，恒指、恒科指双双跌超1%，科网股普遍下挫","subtitle":"","subtitle_show":0,"pub_time":1780538483000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773833","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82800":0.6,"83115":0.6,"513600":0.6,"000001":1.91,"02800":0.6,"02833":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03037":0.6,"03067":0.6,"03088":0.6,"03115":0.6,"03417":0.6,"03419":0.6,"03423":0.6,"07200":0.6,"07226":0.6,"07300":0.6,"07500":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"09115":0.6,"HHImain":0.6,"MCHmain":0.6,"HSI":1.94,"HSTECH":1.94},"rights":null},{"id":686661,"article_id":"2640913340","title":"WWDC前瞻：Siri将彻底重做，独立App+Gemini打底，苹果AI的兑现时刻将临","subtitle":"","subtitle_show":0,"pub_time":1780536261000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773827","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"MACW.SI":0.6},"rights":null},{"id":686423,"article_id":"2640382891","title":"CrowdStrike、Palo Alto Networks财报后大跌，网络安全股给“软件股大反弹”泼冷水","subtitle":"","subtitle_show":0,"pub_time":1780533771000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773824","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HACK":1.5,"IGM":1.5,"IGV":1.5,"PANW":1.5},"rights":null},{"id":686420,"article_id":"2640213828","title":"3月大抛售后，全球央行4月重新恢复购金，波兰、中国央行是最大买家","subtitle":"","subtitle_show":0,"pub_time":1780533528000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773823","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":0.9,"BAR":0.9,"BEGS":0.9,"BGLD":0.6,"BTGD":0.9,"CEF":0.9,"DBC":0.9,"DGP":0.9,"DULL":0.9,"DUST":0.9,"DZZ":0.9,"FGDL":0.9,"1OZmain":0.9,"GCmain":0.9,"MGCmain":0.9,"QOmain":0.9,"SGCmain":0.6,"SGUmain":0.6,"GBUG":0.9,"GDX":0.9,"GDXD":0.9,"GDXJ":0.9,"GDXU":0.9,"GDXY":0.9,"GLD":0.6,"GLDM":0.9,"GLL":0.9,"GLTR":0.9,"GOAU":0.9,"GOLY":0.9,"IAU":0.9,"IAUI":0.9,"IAUM":0.9,"JDST":0.9,"JNUG":0.9,"NUGT":0.6,"OUNZ":0.9,"PALL":0.9,"PHYS":0.9,"PICK":0.9,"RING":0.9,"SGDM":0.9,"SGOL":0.9,"SHNY":0.9,"UGL":0.9,"USG":0.9,"UYM":0.9,"XME":0.9},"rights":null},{"id":686403,"article_id":"2640138522","title":"美国原油库存已跌至2004年以来最低，特朗普还压得住油价吗？","subtitle":"","subtitle_show":0,"pub_time":1780532550000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773820","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":686406,"article_id":"2640138571","title":"停火以来最大规模交火！科威特称伊朗袭击致63人受伤，特朗普“灭火”：谈判顺利，协议可能周末达成","subtitle":"","subtitle_show":0,"pub_time":1780532515000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773822","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":686361,"article_id":"2640802991","title":"一个周末就“花掉”168亿！“新王”上任三把火，伯克希尔庞大的现金流要用起来了？","subtitle":"","subtitle_show":0,"pub_time":1780531604000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773821","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.B":1.98,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":686340,"article_id":"2640180156","title":"博通电话会：订单已排达2028年，“对XPU和网络的需求难以满足”，打造350亿美元算力融资平台","subtitle":"","subtitle_show":0,"pub_time":1780530912000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773814","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.98,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":686300,"article_id":"2640805180","title":"首只万亿美元ETF诞生！先锋VOO基金规模突破万亿美元","subtitle":"","subtitle_show":0,"pub_time":1780529037000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773819","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDN":1.5},"rights":null},{"id":686274,"article_id":"2640902057","title":"英伟达又“带飞”一股：纳微半导体收涨19%，押注800V AI电源革命","subtitle":"","subtitle_show":0,"pub_time":1780527927300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773793","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NVTS":2,"NVTX":0.6},"rights":null},{"id":686183,"article_id":"2640187847","title":"要求内存增产！美国行业团体致函特朗普政府，敦促应对AI引发的存储芯片供应危机","subtitle":"","subtitle_show":0,"pub_time":1780525141000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773818","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"FTXL":1.5},"rights":null},{"id":686224,"article_id":"1198486063","title":"博通Q2营收超预期增48%再创新高，但AI芯片收入指引逊色","subtitle":"","subtitle_show":0,"pub_time":1780524921667,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":2,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":685824,"article_id":"2640790099","title":"Alphabet股权融资加码至847.5亿美元，Gemini 3.5 Pro拟6月发布","subtitle":"","subtitle_show":0,"pub_time":1780523352600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773796","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":2,"GOOGL":1.98,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":686018,"article_id":"2640129189","title":"桥水达利欧：随着财富转化为现金，AI泡沫终将破裂","subtitle":"","subtitle_show":0,"pub_time":1780515138000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773802","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":685969,"article_id":"2640186225","title":"谷歌推出AI个性化故事应用Dreambeans，仅向Ultra订阅用户开放","subtitle":"","subtitle_show":0,"pub_time":1780511331000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773807","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOOG":1.97,"GOOP":0.6,"GOOX":0.6,"USJW.SI":0.6},"rights":null},{"id":685910,"article_id":"2640718344","title":"AI数据中心耗电潮席卷全球，IREN签下澳洲800MW输电协议","subtitle":"","subtitle_show":0,"pub_time":1780502617000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773801","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IRE":0.6,"IREG":0.6,"IREN":1.96,"IREX":0.6,"IREZ":0.6},"rights":null},{"id":685881,"article_id":"2640188420","title":"美联储三把手威廉姆斯：利率走向不明，政策当前处于适当位置","subtitle":"","subtitle_show":0,"pub_time":1780499746000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773800","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BSV":1.5,"EDV":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5,"WMB":1.5,"ZROZ":1.5},"rights":null},{"id":685866,"article_id":"2640188158","title":"不再依赖美国！欧盟祭出最强“科技主权”计划，剑指芯片、AI与云计算","subtitle":"","subtitle_show":0,"pub_time":1780499272000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773799","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.89,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.87,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.88,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"USAW.SI":0.6},"rights":null},{"id":685686,"article_id":"2640902114","title":"人类抗癌关键性突破！RedMed新疗法让“癌王”患者生存期翻倍，死亡风险降低60%","subtitle":"","subtitle_show":0,"pub_time":1780492276000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773790","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ON":1,"ORR":1,"PFS":1},"rights":null},{"id":685629,"article_id":"2640690498","title":"存储缺口为什么难补？大摩：无尘室不足+光刻机产能受限，想扩也扩不了","subtitle":"","subtitle_show":0,"pub_time":1780488888000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773787","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CNAV":0.9,"DRAM":0.9,"FFTY":0.88,"MU":0.88,"MUD":0.6,"MULL":0.6,"MUU":0.6,"PTF":0.78,"UDN":0.9,"UUP":0.9,"VERS":0.88,"WTAI":0.88},"rights":null},{"id":685532,"article_id":"2640090379","title":"别只盯AI交易！周五非农可能要“炸”","subtitle":"","subtitle_show":0,"pub_time":1780487204000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773785","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DUST":0.6,"GCmain":1.5,"MGCmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"SImain":1.5,"GDX":0.6,"GLD":0.6,"IAU":0.6,"NUGT":0.6},"rights":null},{"id":685407,"article_id":"2640906850","title":"SpaceX的AI转型代价：从最会赚钱的航天公司，变成资本黑洞","subtitle":"","subtitle_show":0,"pub_time":1780484078000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773768","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DXYZ":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":685238,"article_id":"2640970646","title":"AI就像宗教，而苹果是\"坚定的无神论者\"","subtitle":"","subtitle_show":0,"pub_time":1780483179800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773777","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.96,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":685208,"article_id":"2640970851","title":"大模型走向分水岭，开源与闭源正在开启“双指数级”爆发","subtitle":"","subtitle_show":0,"pub_time":1780477124000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773772","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.9,"AAPL":0.6,"AGIX":0.84,"AI":0.84,"AIPO":0.9,"AIYY":0.6,"ARTY":0.84,"BULZ":0.9,"CHAT":0.84,"MAGY":0.9,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":0.75,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"RSI":1,"TSLA":0.6,"XDAT":0.66,"YMAG":0.9},"rights":null},{"id":685211,"article_id":"2640708619","title":"植田和男：将根据经济情况继续加息，2026年CPI同比涨幅预计大幅上升","subtitle":"","subtitle_show":0,"pub_time":1780476895000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773767","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":685159,"article_id":"2640972275","title":"美股两个月狂飙16%：历史只出现过4次，最近一次是1987崩盘前！","subtitle":"","subtitle_show":0,"pub_time":1780475385000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773769","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.95,"DMAX":0.6,"ESmain":0.6,"MESmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.95,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":685205,"article_id":"2640597086","title":"经合组织：下调2026年全球增长预期至2.8%，若伊朗战争持久化将逆转降息预期","subtitle":"","subtitle_show":0,"pub_time":1780475188000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773774","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":685085,"article_id":"2640974218","title":"错过二十年后终于出手，伯克希尔押注谷歌成为AI时代的“BNSF铁路公司”","subtitle":"","subtitle_show":0,"pub_time":1780472949000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773763","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.A":1.95,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.96,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":685072,"article_id":"2640974142","title":"Perplexity：一个指标就能决定谁将赢得AI竞赛","subtitle":"","subtitle_show":0,"pub_time":1780472526000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773760","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":685057,"article_id":"2640974557","title":"OpenAI超级应用来了：Codex与ChatGPT合并，数周内上线","subtitle":"","subtitle_show":0,"pub_time":1780472326000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773765","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":685026,"article_id":"2640135971","title":"顾全全正式告别字节seed，下一站或为AI制药","subtitle":"","subtitle_show":0,"pub_time":1780470342000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773761","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01477":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":684972,"article_id":"2640979566","title":"Alphabet卖股800亿是个转折点？科技巨头AI融资从借债转向发股","subtitle":"","subtitle_show":0,"pub_time":1780468356000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773758","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.97,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":684959,"article_id":"2640798829","title":"韩股上看12000点、日经年底冲70000点！华尔街投行批量看多日韩股市","subtitle":"","subtitle_show":0,"pub_time":1780468009000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773756","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FAZ":1.5,"FLKR":1.5,"JMImain":1.5,"JNImain":1.5,"NIYmain":1.5,"NKmain":1.5,"NK225MCmain":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":685075,"article_id":"2640744819","title":"AI数据中心等不起电网，也等不起燃气轮机，SOFC从“备胎”变标配","subtitle":"","subtitle_show":0,"pub_time":1780467980000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773759","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":684964,"article_id":"2640979390","title":"2个月暴涨44%，美国软件股“杀回来”了！中国互联网是“亚太版IGV”吗？","subtitle":"","subtitle_show":0,"pub_time":1780467720000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773755","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159792":1.5,"160636":1.5,"IGV":1.5},"rights":null},{"id":684918,"article_id":"2640976848","title":"7800亿美元才是合理估值？SpaceX被丹麦基金拉进黑名单后，再遭重磅质疑","subtitle":"","subtitle_show":0,"pub_time":1780466202000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773753","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":684842,"article_id":"2640973969","title":"Computex释放三大信号：Nvidia确认台积电产能充足，AI PC芯片联袂亮相，2027年供需仍将偏紧","subtitle":"","subtitle_show":0,"pub_time":1780462964100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773740","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159813":1.5,"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BULZ":1.5,"CHAT":1.5,"CHPS":1.5,"CHPY":1.5,"EMXC":1.5,"EWT":1.5,"FLTW":1.5,"FTXL":1.5,"IEMG":1.5,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDL":0.6,"NVDW":0.6,"OND":1.5,"PC":1.5,"PSI":1.5,"PTF":1.5,"SMH":1.5,"SMHX":1.5,"SNVD.UK":0.6,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"STSM":0.6,"TEKX":1.5,"TSM":1.5,"TSMY":0.6,"TWN":1.5,"USD":1.5,"VERS":1.5,"WTAI":1.5,"XSD":1.5,"YMAG":1.5},"rights":null},{"id":684810,"article_id":"2640973679","title":"库里加盟李宁，谁在期待下一个Jordan","subtitle":"","subtitle_show":0,"pub_time":1780458784000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773747","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82331":0.6,"02331":1.5,"LNNGY":0.6},"rights":null},{"id":684782,"article_id":"2640895973","title":"1.5万亿美元的“暗产出”，SemiAnalysis：AI正在创造GDP无法看见的财富","subtitle":"","subtitle_show":0,"pub_time":1780458218000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773619","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":684779,"article_id":"2640697389","title":"遭全员强烈抵制，Meta“炼化员工”计划被迫收缩","subtitle":"","subtitle_show":0,"pub_time":1780458207000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773745","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"BULZ":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":684785,"article_id":"2640973891","title":"4亿增持“灵笼”母公司，阅文强化IP运营","subtitle":"","subtitle_show":0,"pub_time":1780457894000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773746","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IP":1.5},"rights":null},{"id":684766,"article_id":"2640781978","title":"日元逼近160心理关口，市场关注今天下午日本央行行长讲话","subtitle":"","subtitle_show":0,"pub_time":1780457516000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773744","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"JPXN":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":684776,"article_id":"2640787529","title":"AI行情推亚太股市飙升，日经指数再创新高，东京电子涨10%、台积电新高，油价逼近100美元","subtitle":"","subtitle_show":0,"pub_time":1780457500000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773742","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BNO":1.5,"BWET":1.5,"CHAT":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DXJ":1.5,"EMXC":1.5,"ERX":1.5,"EWJ":1.5,"EWT":1.5,"FLTW":1.5,"FTXN":1.5,"GUSH":1.5,"IEMG":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"STSM":0.6,"TSM":1.5,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"TWN":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":684757,"article_id":"2640597848","title":"\"技术跑通了，价值没到来\"：贝恩报告揭示AI支出逾万亿美元后回报寥寥","subtitle":"","subtitle_show":0,"pub_time":1780457298000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773733","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":684706,"article_id":"2640978821","title":"高盛CEO：我们所处的时代，贪婪远胜于恐惧，资金唾手可得","subtitle":"","subtitle_show":0,"pub_time":1780455269000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773726","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":684679,"article_id":"2640920739","title":"高盛看好A股，但下调H股至标配：北亚其它市场更强的时候，等待H股复苏的成本变高了","subtitle":"","subtitle_show":0,"pub_time":1780454296000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773738","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":684620,"article_id":"2640920541","title":"高盛之后，花旗也看好日股：短期或见顶，中长期潜力大，日经年底或冲70000点！","subtitle":"","subtitle_show":0,"pub_time":1780452489000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773735","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"FLJP":1.5,"JMImain":1.5,"JNImain":1.5,"NIYmain":1.5,"NKmain":1.5,"NK225MCmain":1.5,"GSX":0.6,"JPXN":1.5,"VXUS":1.5},"rights":null},{"id":684594,"article_id":"2640270519","title":"AI正制造一场“芯片通胀”！“特权买家”锁定产能，“弱势买家”抢剩的，最终买单的是所有人","subtitle":"","subtitle_show":0,"pub_time":1780451852000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773734","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03165":0.6,"04336":1.84,"AMAT":1.84,"ASMG":0.6,"ASMH":0.6,"ASML":1.87,"ASMU":0.6,"MU":1.93,"MUD":0.6,"MULL":0.6,"MUU":0.6,"STX":1.85,"WDC":1.85,"WDCX":0.6},"rights":null},{"id":684601,"article_id":"2640927093","title":"创业板涨超2%，算力硬件再爆发，芯片半导体拉升，恒科指跌超1%，科网股集体下跌","subtitle":"","subtitle_show":0,"pub_time":1780451709000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773737","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"399006":1.95,"588920":1.86,"02837":0.6,"03032":0.6,"03033":0.6,"03067":0.6,"03088":0.6,"03147":0.6,"03417":0.6,"03423":0.6,"07226":0.6,"07234":0.6,"07388":0.6,"07552":0.6,"07788":0.6,"09067":0.6,"09088":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"HSI":1.96,"HSTECH":1.96,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.89,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":684617,"article_id":"2640540920","title":"中国5月RatingDog服务业PMI升至54.4创三个月新高，就业四个月来首次正增长","subtitle":"","subtitle_show":0,"pub_time":1780451118000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773736","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":684451,"article_id":"1106366111","title":"一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？","subtitle":"","subtitle_show":0,"pub_time":1780448214001,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MRVL":2,"MRVU":0.6,"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6,"MVLL":0.6},"rights":null},{"id":684446,"article_id":"2640649922","title":"一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？","subtitle":"","subtitle_show":0,"pub_time":1780448074000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773719","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DELL":1.83,"DIPS":0.6,"DLLL":0.6,"MRVL":1.95,"MRVU":0.6,"MU":1.85,"MUD":0.6,"MULL":0.6,"MUU":0.6,"MVLL":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.88,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":684441,"article_id":"2640922648","title":"赎回潮二季度依旧！明星私募信贷基金公司再度限制赎回","subtitle":"","subtitle_show":0,"pub_time":1780447921000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773730","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":684425,"article_id":"2640924098","title":"想对冲的买金油，想暴涨的买AI，“过气”比特币进入熊市","subtitle":"","subtitle_show":0,"pub_time":1780446956000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773728","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03008":1.5,"03042":1.5,"03439":1.5,"09008":1.5,"09042":1.5,"AGIX":1.5,"AIPO":1.5,"ARKB":1.5,"ARKY":1.5,"ARTY":1.5,"BEGS":1.5,"BETE":1.5,"BETH":1.5,"BITB":1.5,"BITC":1.5,"BITI":1.5,"BITQ":1.5,"BITU":1.5,"BITW":1.5,"BITX":1.5,"BKCH":1.5,"BRRR":1.5,"BTC.USD.HKCC":1.5,"BTCI":1.5,"BTCL":1.5,"BTCO":1.5,"BTF":1.5,"BTFX":1.5,"BTGD":1.5,"BTRN":1.5,"CBTJ":1.5,"CHAT":1.5,"CRPT":1.5,"DAPP":1.5,"FBTC":1.5,"GBTC":1.5,"GDLC":1.5,"HECO":1.5,"HODL":1.5,"IBIT":1.5,"LFGY":1.5,"MAXI":1.5,"MNRS":1.5,"MSBT":1.5,"MSTU":1.5,"NCIQ":1.5,"NGHT":1.5,"SBIT":1.5,"STCE":1.5,"YBTC":1.5},"rights":null},{"id":684403,"article_id":"2640924154","title":"沃什开始行动：对内演说“遵循优良传统但寻求改革”，任命曾建议“彻底重组美联储”的顾问","subtitle":"","subtitle_show":0,"pub_time":1780446013000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773720","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":684385,"article_id":"2640924507","title":"一个想谈一个想打！特朗普破口大骂内塔尼亚胡，美以分歧公开化","subtitle":"","subtitle_show":0,"pub_time":1780445511000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773725","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":684370,"article_id":"2640692459","title":"国际油价一度涨超2%，美军称伊朗在整个中东范围发动袭击","subtitle":"","subtitle_show":0,"pub_time":1780445199000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773721","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":684215,"article_id":"2640921850","title":"报道：欧盟200亿欧元AI数据中心计划因延误和资金问题受挫","subtitle":"","subtitle_show":0,"pub_time":1780440487000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773717","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5,"EUO":0.6,"EURmain":1.5,"FESXmain":1.5,"FSXEmain":1.5,"MEURmain":1.5,"FXE":1.5},"rights":null},{"id":684236,"article_id":"2640213009","title":"微软Build火力全开：Web IQ要做智能体搜索的Bing，量子芯片升级瞄准2029年实用，“龙虾”搬上Windows PC","subtitle":"","subtitle_show":0,"pub_time":1780440349000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773707","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.98,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":684165,"article_id":"2640929155","title":"SpaceX员工联手压价、寻求节税工具，为IPO上市做准备","subtitle":"","subtitle_show":0,"pub_time":1780438553000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773716","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":684067,"article_id":"2640232039","title":"逾10亿美元加密货币遭强制平仓，比特币大跌6%击穿6.7万关口","subtitle":"","subtitle_show":0,"pub_time":1780430891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773711","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03008":1.5,"03439":1.5,"09042":1.5,"APT.USD.CC":1.5,"APT.USD.HKCC":1.5,"ARKB":1.5,"AVAX.USD.CC":1.5,"AVAX.USD.HKCC":1.5,"BEGS":1.5,"BETE":1.5,"BETH":1.5,"BITB":1.5,"BITI":1.5,"BITO":1.5,"BITU":1.5,"BITW":1.5,"BITX":1.5,"BRRR":1.5,"BTC.USD.CC":1.5,"BTC.USD.HKCC":1.5,"BTCW":1.5,"BTCZ":1.5,"CBTJ":1.5,"COMP.USD.CC":1.5,"CRPT":1.5,"DAPP":1.5,"DIME":1.5,"GBTC":1.5,"GDLC":1.5,"HECO":1.5,"HODL":1.5,"IBIT":1.5,"LFGY":1.5,"LINK.USD.HKCC":1.5,"LTC.USD.HKCC":1.5,"MAXI":1.5,"MNRS":1.5,"NGHT":1.5,"SBIT":1.5,"SNX.USD.CC":1.5,"STCE":1.5,"TEKX":1.5,"TON.USD.CC":1.5,"TON.USD.HKCC":1.5,"UNI.USD.CC":1.5,"UNI.USD.HKCC":1.5,"VBTC.AU":1.5,"WGMI":1.5,"YBIT":1.5,"YBTC":1.5},"rights":null},{"id":684269,"article_id":"2640928221","title":"微软Build连发七模型，首款旗舰推理叫板Anthropic，打造“思考+编程”智能体闭环","subtitle":"","subtitle_show":0,"pub_time":1780428678000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773709","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.98,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":684006,"article_id":"2640940467","title":"伊媒称伊美沟通“已暂停数日”，特朗普称美伊对话持续进行，鲁比奥称未以解除制裁换海峡重开","subtitle":"","subtitle_show":0,"pub_time":1780420638000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773704","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":683920,"article_id":"2640845942","title":"城堡证券警告：AI或先推高通胀，再带来生产率红利","subtitle":"","subtitle_show":0,"pub_time":1780416698000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773702","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161027":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":683866,"article_id":"2640009941","title":"高途Q1营收两位数增长背后，盈利质量与业务结构的再平衡","subtitle":"","subtitle_show":0,"pub_time":1780413675000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773699","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOTU":1.5},"rights":null},{"id":683871,"article_id":"2640941006","title":"6月，坚守科技主线","subtitle":"","subtitle_show":0,"pub_time":1780413650000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773693","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ARTY":0.64,"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BNO":0.64,"BWX":0.6,"BWZ":0.6,"DBC":0.64,"DBE":0.64,"DBO":0.64,"DIG":0.64,"DRIP":0.64,"DRLL":0.64,"DUG":0.64,"ERX":0.64,"FLGV":0.6,"FTXN":0.64,"GUSH":0.64,"IEO":0.64,"IGOV":0.6,"ISHG":0.6,"IXC":0.64,"OIH":0.64,"OILK":0.64,"OILT":0.64,"OILU":0.64,"PXE":0.64,"PXJ":0.64,"SGOV":0.6,"TBJL":0.6,"TFJL":0.6,"TLT":0.64,"TLTI":0.6,"TLTX":0.6,"TMF":0.64,"TSYW":0.6,"UGA":0.64,"USE":0.64,"USL":0.64,"USOI":0.64,"VDE":0.64,"WTIU":0.64,"XES":0.64},"rights":null},{"id":683848,"article_id":"2640941266","title":"Citadel开始“买点子”：向对冲基金付费获取交易信号","subtitle":"","subtitle_show":0,"pub_time":1780412985000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773698","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":683881,"article_id":"2640345944","title":"美国4月JOLTS职位空缺超预期升至两年高位，劳动力市场韧性支撑加息预期","subtitle":"","subtitle_show":0,"pub_time":1780412082000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773695","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":683661,"article_id":"2640945270","title":"美联储哈马克：若通胀持续高企，美联储可能很快采取行动","subtitle":"","subtitle_show":0,"pub_time":1780406744000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773691","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":683650,"article_id":"2640248945","title":"曾经无人问津的软件股，如今人人趋之若鹜","subtitle":"","subtitle_show":0,"pub_time":1780406636000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773692","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IGM":1.5,"IGV":1.5},"rights":null},{"id":683630,"article_id":"2640455409","title":"欧央行最新报告：黄金历史性超越美债，成为全球第一大储备资产","subtitle":"","subtitle_show":0,"pub_time":1780405678000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773688","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BEGS":1.5,"BIL":1.5,"BNDW":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DUST":1.5,"DZZ":1.5,"EDV":1.5,"FGDL":1.5,"GCmain":1.5,"MGCmain":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXY":1.5,"GLDM":1.5,"GLTR":1.5,"GOVT":1.5,"HYG":1.5,"IAU":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MUB":1.5,"NGHT":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SCHO":1.5,"SHNY":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"UFIV":1.5,"UGL":1.5,"VCIT":1.5,"VCSH":1.5,"VGLT":1.5,"ZROZ":1.5},"rights":null},{"id":683636,"article_id":"2640994598","title":"标普500创纪录新高暗藏隐忧：AI算力成本正在悄然动摇牛市根基","subtitle":"","subtitle_show":0,"pub_time":1780404704000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773685","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.94,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"DMAX":0.6,"ETFT":0.6,"MESmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MMAX":0.6,"MOAT":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.87,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.96,"SPYB":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"TSPY":0.6,"UPRO":0.6,"VBK":0.6,"VEU":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":683577,"article_id":"2640943849","title":"华尔街基金经理：AI时代最重要的公司不是英伟达，而是台积电！","subtitle":"","subtitle_show":0,"pub_time":1780403898000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773683","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"ARM":1.9,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6,"DASH":1.87,"DASX":0.6,"DDOG":1.85,"DIPS":0.6,"DOGD":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.89,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNOU":0.6,"SNOW":1.85,"SNOY":0.6,"SNVD.UK":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":683555,"article_id":"2640394840","title":"厄尔尼诺的深远影响：碳基通胀回归，硅基资产重估提前到来","subtitle":"","subtitle_show":0,"pub_time":1780403055000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773676","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":683318,"article_id":"2640191563","title":"百亿进谷歌，68亿买房：阿贝尔给伯克希尔注入了新押注逻辑","subtitle":"","subtitle_show":0,"pub_time":1780395431400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773667","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BRK.A":1.96,"BRK.B":2,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"GGLL":0.6,"GGLS":0.6,"GOOG":1.93,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"TMHC":2},"rights":null},{"id":683257,"article_id":"2640564911","title":"AI芯片封装战升级！台积电CoWoS产能承压，英特尔EMIB-T补位谷歌TPU供应链","subtitle":"","subtitle_show":0,"pub_time":1780393593000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773671","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"04335":1.94,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.9,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"INTC":1.94,"INTW":0.6,"LINT":0.6,"STSM":0.6,"TSM":1.93,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":683373,"article_id":"2640912674","title":"平安部分公司“南迁”延续：平安好医生、平安科技或迁往深圳","subtitle":"","subtitle_show":0,"pub_time":1780391942000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773669","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01833":1.5},"rights":null},{"id":683179,"article_id":"2640916932","title":"英特尔陈立武：Agentic AI驱动CPU复兴，英特尔剑指全栈AI计算平台","subtitle":"","subtitle_show":0,"pub_time":1780390714000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773662","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.98,"INTC":1.98,"INTW":0.6,"LINT":0.6},"rights":null},{"id":683136,"article_id":"2640091650","title":"Arm CEO与黄仁勋同台：Windows+Arm生态已就位，联手“重新定义PC”，AGI CPU正式量产","subtitle":"","subtitle_show":0,"pub_time":1780390361000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773660","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"ARM":1.98,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.89,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":683114,"article_id":"2640157209","title":"铠侠投资者日：因为AI将首次分红，第十代闪存样品今夏交付，年均资本开支4700亿日元","subtitle":"","subtitle_show":0,"pub_time":1780389667000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773661","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"VIG":1.5},"rights":null},{"id":683088,"article_id":"2640369915","title":"SK海力士：计划五年将内存产能翻倍，短缺将持续到2030年","subtitle":"","subtitle_show":0,"pub_time":1780388455000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773663","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EEMO":1.5},"rights":null},{"id":683034,"article_id":"2640132669","title":"台北见完，首尔见！黄仁勋本周赴韩会面SK集团掌门，为半年内第四次","subtitle":"","subtitle_show":0,"pub_time":1780387437000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773658","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.94,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SKM":1.87,"SNVD.UK":0.6},"rights":null},{"id":682989,"article_id":"2640913544","title":"外资持续撤离，印度股市累计净投资额跌至近十年最低","subtitle":"","subtitle_show":0,"pub_time":1780386813000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773655","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMA":1.5,"EMXC":1.5,"EPI":1.5,"FLIN":1.5,"GLIN":1.5,"IMVP":1.5,"INCO":1.5,"IND":1.5,"INDA":1.5,"INDE":1.5,"INDL":1.5,"INDY":1.5,"INQQ":1.5,"NDIA":1.5,"NFTY":1.5,"PIN":1.5,"SCIN":1.5,"SMIN":1.5},"rights":null},{"id":682986,"article_id":"2640913540","title":"日股还有多重利好！高盛上调东证指数目标至4400点，预计还有11%上涨空间","subtitle":"","subtitle_show":0,"pub_time":1780386775000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773624","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"FLJP":1.5,"JTImain":1.5,"JTMmain":1.5,"JPXN":1.5,"VXUS":1.5},"rights":null},{"id":682973,"article_id":"2640913356","title":"一张隐形的工业巨网——SpaceX供应链拆解","subtitle":"","subtitle_show":0,"pub_time":1780386291000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773652","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":682980,"article_id":"2640913355","title":"强脑科技：数十家人形机器人公司已下单，仿生手销售今年有望大增","subtitle":"","subtitle_show":0,"pub_time":1780386281000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773651","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":682970,"article_id":"2640291875","title":"AI主导市场行情，Marvell夜盘涨超14%，黄金涨1%，铝价四年新高，比特币跌破7万","subtitle":"","subtitle_show":0,"pub_time":1780386000000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773650","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"03008":1.5,"03439":1.5,"09008":1.5,"09042":1.5,"AGIX":1.5,"ARTY":1.5,"BAR":1.5,"BEGS":1.5,"BETH":1.5,"BITB":1.5,"BITI":1.5,"BITU":1.5,"BITX":1.5,"BKCH":1.5,"BRRR":1.5,"BTF":1.5,"BTFX":1.5,"BTGD":1.5,"BTRN":1.5,"CHAT":1.5,"DAPP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FBTC":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"GBTC":1.5,"GBUG":1.5,"GDX":1.5,"GDXJ":1.5,"GDXY":1.5,"HODL":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IBIT":1.5,"JDST":1.5,"MNRS":1.5,"MSBT":1.5,"MSTU":1.5,"NCIQ":1.5,"OUNZ":1.5,"SGOL":1.5,"STCE":1.5,"USG":1.5,"UYM":1.5},"rights":null},{"id":682948,"article_id":"2640891829","title":"柠季买哈根达斯，赌的不是品牌","subtitle":"","subtitle_show":0,"pub_time":1780385869000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773657","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":682954,"article_id":"2640918293","title":"黄仁勋、Marvell CEO同台对谈：未来AI拼的不是算力是连接，“能用铜就用铜，必须用光才用光”！","subtitle":"","subtitle_show":0,"pub_time":1780385765000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773656","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"MRVL":1.98,"MRVU":0.6,"MVLL":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.91,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":682957,"article_id":"2640918279","title":"霍尔木兹海峡何时开？摩根大通：等市场“绝望”的时候","subtitle":"","subtitle_show":0,"pub_time":1780385280000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773654","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":682919,"article_id":"2640990090","title":"美股期权数据亮红灯：上次出现这种信号是2022年熊市前夕","subtitle":"","subtitle_show":0,"pub_time":1780384261000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773646","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DMAX":0.6,"ESmain":0.6,"MESmain":0.6,"VIXmain":0.64,"VXMmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.64,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVIX":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"YSPY":0.6},"rights":null},{"id":682881,"article_id":"2640990523","title":"外卖大战降温，美团重回正轨：亏损大幅收窄超预期，外卖客单价和份额回升","subtitle":"","subtitle_show":0,"pub_time":1780383305000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773639","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03690":1.98,"HMTD.SI":0.6,"MPNGY":1.98},"rights":null},{"id":682889,"article_id":"2640990638","title":"美股连涨九周后暗流涌动！高盛警告：市场对AI愈发拥挤、集中与加杠杆，下行保护近乎消失","subtitle":"","subtitle_show":0,"pub_time":1780383184000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773642","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GSX":0.6},"rights":null},{"id":682874,"article_id":"2640990518","title":"AI红利如何分配？黄仁勋：我尽我所能给员工最高薪资","subtitle":"","subtitle_show":0,"pub_time":1780383083000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773648","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":682862,"article_id":"2640990346","title":"柠季接手哈根达斯中国门店，高端冰淇淋生意换人重做","subtitle":"","subtitle_show":0,"pub_time":1780382865000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773653","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":682870,"article_id":"2640990568","title":"霍尔木兹危机持续关闭，油价为何涨不上去？高盛给出答案","subtitle":"","subtitle_show":0,"pub_time":1780382693000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773643","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GSX":0.6,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":682865,"article_id":"2640903419","title":"日本财长警告：随时准备干预日元汇率","subtitle":"","subtitle_show":0,"pub_time":1780382161000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773641","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"USDJPY.FOREX":1.5},"rights":null},{"id":682826,"article_id":"2640971239","title":"三星电子首次展示HBM5，押注下一代AI存储竞争","subtitle":"","subtitle_show":0,"pub_time":1780381564000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773640","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"EEMO":1.5,"IEMG":1.5,"SSNLF":1.5,"WTAI":1.5},"rights":null},{"id":682849,"article_id":"2640997708","title":"美股连涨九周的幕后推手：散户不离场、回购不停歇、CTA持续买入","subtitle":"","subtitle_show":0,"pub_time":1780381385000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773637","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CTA":1.5},"rights":null},{"id":682831,"article_id":"2640699717","title":"从幸运咖到福鹿家，蜜雪模式走到复制边界","subtitle":"","subtitle_show":0,"pub_time":1780381198000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773649","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02097":0.65},"rights":null},{"id":682807,"article_id":"2640992036","title":"芯片猛、价格也猛！英伟达Spark笔记本秋季来袭，起售价或超2500美元","subtitle":"","subtitle_show":0,"pub_time":1780380570600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773644","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":682706,"article_id":"2640946449","title":"AI代理引爆CPU大战：英伟达杀入，英特尔失守，AMD有望拿下半壁江山","subtitle":"","subtitle_show":0,"pub_time":1780375828700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773634","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"04335":1.88,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":1.95,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"ANV":0.6,"ARM":1.85,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6,"DAMD":0.6,"DIPS":0.6,"INTC":1.88,"INTW":0.6,"LINT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.93,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":682757,"article_id":"2640647994","title":"阿里发布Qwen3.7-Plus：屏幕理解跑赢GPT-5.4，11小时独立开发App","subtitle":"","subtitle_show":0,"pub_time":1780374681000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773626","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09988":2,"BABA":2,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":682697,"article_id":"2640994649","title":"减亏96亿后，美团开始向零售要增长","subtitle":"","subtitle_show":0,"pub_time":1780374563000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773636","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.98,"HMTD.SI":0.6,"MPNGY":1.98},"rights":null},{"id":682680,"article_id":"2640994368","title":"告别单一芯片依赖！OpenAI拟开放跨平台AI优化工具，剑指英伟达CUDA","subtitle":"","subtitle_show":0,"pub_time":1780373836000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773622","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.95,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":682677,"article_id":"2640994369","title":"韩国超越印度，成为全球第六大股票市场","subtitle":"","subtitle_show":0,"pub_time":1780373825000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773633","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":1.5},"rights":null},{"id":682594,"article_id":"2640999090","title":"哈根达斯中国“卖身”柠季！","subtitle":"","subtitle_show":0,"pub_time":1780370219000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773629","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":682412,"article_id":"2640961179","title":"Credo电话会：CEO霸气宣告“没我们的小芯片建不成AI集群” ，明年三大光学管线剑指6亿美元大单","subtitle":"","subtitle_show":0,"pub_time":1780367400200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773618","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CRDO":1.98,"CRDU":0.6},"rights":null},{"id":682479,"article_id":"2640099981","title":"当AI狂热撞上石油危机：1999和1990正在同时重演","subtitle":"","subtitle_show":0,"pub_time":1780367208000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773621","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":682482,"article_id":"2640007996","title":"创业板涨1%，光模块拉升、“易中天”齐涨，恒科指大涨超2%，科网股爆发、腾讯涨逾4%","subtitle":"","subtitle_show":0,"pub_time":1780366967000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773623","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159915":1.5,"159967":0.6,"159982":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"00700":1.5,"02837":0.6,"03032":0.6,"03033":0.6,"03067":0.6,"03088":0.6,"03147":0.6,"03417":0.6,"03423":0.6,"07226":1.5,"07234":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"CNXT":1.5,"TCHmain":1.5,"HTCD.SI":0.6,"IEMG":1.5,"TCEHY":1.5},"rights":null},{"id":682390,"article_id":"2640996649","title":"屋漏偏遭连夜雨，“运动相机鼻祖”GoPro快倒了","subtitle":"","subtitle_show":0,"pub_time":1780365448000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773615","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GPRO":1.5},"rights":null},{"id":682216,"article_id":"2640993473","title":"韩股不止三星、海力士，“老牌财阀”LG旗下全线飙升，LG电子今年已翻四倍","subtitle":"","subtitle_show":0,"pub_time":1780361218000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773614","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"07747":2,"DRAM":1.5,"EMXC":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":682191,"article_id":"2640399330","title":"IPO也要抢先OpenAI一步，Anthropic要夺AI“定价权”","subtitle":"","subtitle_show":0,"pub_time":1780359900000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773613","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":682180,"article_id":"2640982589","title":"越涨越看好？美光突破1000美元大关，华尔街看到“存储需求越来越多，但没有任何竞争”","subtitle":"","subtitle_show":0,"pub_time":1780359625000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773612","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.97,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":682131,"article_id":"2640752998","title":"特朗普操纵“美伊叙事”：先说“不在乎谈判成不成”，后发帖“预计一周内达成协议”，称“以黎停火”，但以色列要继续行动","subtitle":"","subtitle_show":0,"pub_time":1780359359000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773609","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":682117,"article_id":"2640255998","title":"阿波罗首席经济学家：AI越强，通胀越高，降息越难","subtitle":"","subtitle_show":0,"pub_time":1780358580000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773610","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":681766,"article_id":"2640969202","title":"Anthropic秘密递交IPO招股书，最快今秋上市，与OpenAI争夺先机","subtitle":"","subtitle_show":0,"pub_time":1780355485700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773599","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":681927,"article_id":"2640671259","title":"慧与上季营收暴增40%、盈利远超预期，大幅上调本财年指引，盘后一度涨近40% ｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1780349859000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773608","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AGIX":0.64,"AI":0.64,"AIPO":0.64,"AIYY":0.6,"ANV":0.6,"ARTY":0.64,"CHAT":0.75,"DIPS":0.6,"HPE":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.75,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":682021,"article_id":"2640725962","title":"Alphabet宣布800亿美元融资计划，伯克希尔将投资100亿美元","subtitle":"","subtitle_show":0,"pub_time":1780347549000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773607","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":1.9,"GOOGL":1.96,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":681873,"article_id":"2640496295","title":"美国芝商所启动加密货币期货与期权全天候交易，首周末名义成交额5000万美元","subtitle":"","subtitle_show":0,"pub_time":1780346726000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773604","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"APT.USD.CC":1.5,"APT.USD.HKCC":1.5,"ARKB":1.5,"AVAX.USD.CC":1.5,"AVAX.USD.HKCC":1.5,"BFAP":0.6,"BITB":1.5,"BITO":1.5,"BITQ":1.5,"BITU":1.5,"BITW":1.5,"BITX":1.5,"BKCH":1.5,"BLOK":1.5,"BTCI":0.6,"BTCW":1.5,"BTF":0.6,"BTFX":0.6,"BTRN":0.6,"CBOA":0.6,"CBOY":0.6,"CBTA":0.6,"CBTO":0.6,"CBXJ":0.6,"COMP.USD.CC":1.5,"DAPP":1.5,"DEFI":1.5,"DIME":1.5,"DOT.USD.CC":1.5,"EZBC":1.5,"FBTC":1.5,"FGBXmain":1.5,"GBTC":1.5,"GDLC":1.5,"HECO":1.5,"IBIT":0.6,"LFGY":1.5,"LINK.USD.HKCC":1.5,"LTC.USD.HKCC":1.5,"MKR.USD.CC":1.5,"NCIQ":1.5,"SNX.USD.CC":1.5,"STCE":1.5,"TEKX":1.5,"TON.USD.CC":1.5,"TON.USD.HKCC":1.5,"UNI.USD.CC":1.5,"UNI.USD.HKCC":1.5,"USDT.USD.CC":1.5,"VBTC.AU":1.5},"rights":null},{"id":681804,"article_id":"2640617089","title":"奥特曼：AI将从\"被动问答\"到\"后台常驻\"，否认IPO竞速，不急于建设太空算力","subtitle":"","subtitle_show":0,"pub_time":1780343693000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773602","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":681635,"article_id":"2640968902","title":"美国5月ISM制造业扩张速度创四年来最快","subtitle":"","subtitle_show":0,"pub_time":1780326466000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773596","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":681269,"article_id":"2640951785","title":"美团电话会：受高基数影响下半年订单增速或放缓，将线上线下双向加码AI","subtitle":"","subtitle_show":0,"pub_time":1780317180000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773581","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.97,"HMTD.SI":0.6,"MPNGY":1.97},"rights":null},{"id":681240,"article_id":"2640951355","title":"中国电车5月洗牌加速，零跑、蔚来、极氪集体狂奔，理想失速，比亚迪承压","subtitle":"","subtitle_show":0,"pub_time":1780315800000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773582","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81211":0.6,"82333":0.6,"600741":1.84,"601633":1.84,"002594":1.88,"01211":1.88,"02015":1.91,"02333":1.84,"09863":1.94,"09866":1.93,"09868":1.85,"BYDDY":1.88,"EVS.SI":0.6,"GWLLY":1.84,"HYDD.SI":0.6,"LI":1.91,"NIO":1.93,"NIO.SI":1.93,"NIOG":0.6,"XPEG":0.6,"XPEV":1.85,"ZK":1.9},"rights":null},{"id":681284,"article_id":"2640995141","title":"打破\"只买不卖\"惯例！MSTR首度出售比特币，套现250万美元","subtitle":"","subtitle_show":0,"pub_time":1780315767000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773584","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03008":1.5,"03042":1.5,"03439":1.5,"09008":1.5,"09042":1.5,"09439":1.5,"ARKB":1.5,"ARKY":1.5,"BEGS":1.5,"BETE":1.5,"BETH":1.5,"BITB":1.5,"BITC":1.5,"BITI":1.5,"BITQ":1.5,"BITU":1.5,"BITW":1.5,"BITX":1.5,"BKCH":1.5,"BRRR":1.5,"BTC.USD.HKCC":1.5,"BTCI":1.5,"BTCL":1.5,"BTCO":1.5,"BTCZ":1.5,"BTF":1.5,"BTFX":1.5,"BTRN":1.5,"CBTJ":1.5,"DAPP":1.5,"FBTC":1.5,"MBTmain":1.5,"GBTC":1.5,"GDLC":1.5,"HECO":1.5,"HODL":1.5,"IBIT":1.5,"LFGY":1.5,"MAXI":1.5,"MNRS":1.5,"MSBT":1.5,"MSTU":1.5,"NCIQ":1.5,"NGHT":1.5,"SBIT":1.5,"STCE":1.5,"WGMI":1.5,"YBIT":1.5,"YBTC":1.5},"rights":null},{"id":681127,"article_id":"2640325956","title":"高盛：空头大撤退！对冲基金以半年最快速度追涨美股","subtitle":"","subtitle_show":0,"pub_time":1780312625000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773578","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":0.9,"GSX":0.6},"rights":null},{"id":681130,"article_id":"2640563249","title":"从“周期大宗商品”到“战略核心资产”，摩根大通：本轮存储超级周期将“更高、更长”","subtitle":"","subtitle_show":0,"pub_time":1780312577000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773579","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161715":1.5,"000979.SH":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":681122,"article_id":"2640956331","title":"MLCC 会成为下一个存储吗？","subtitle":"","subtitle_show":0,"pub_time":1780312490000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773576","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"DRAM":0.9,"NVDA":0.6},"rights":null},{"id":681110,"article_id":"2640550009","title":"一家中小跨境电商的AI拼连接样本","subtitle":"","subtitle_show":0,"pub_time":1780312440000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773577","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":680765,"article_id":"2640937965","title":"宇树科技，IPO过会！","subtitle":"","subtitle_show":0,"pub_time":1780305306000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773573","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":680756,"article_id":"2640376179","title":"美团Q1营收同比增5.6%超预期，环比大幅减亏超百亿｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1780305029000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773571","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.97,"HMTD.SI":0.6,"MPNGY":1.97},"rights":null},{"id":680650,"article_id":"2640934001","title":"英伟达亮出三张“新王牌”","subtitle":"","subtitle_show":0,"pub_time":1780303164000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773572","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":680608,"article_id":"2640345029","title":"英特尔押注玻璃基板：印度33亿美元建厂，年产能7万片","subtitle":"","subtitle_show":0,"pub_time":1780301756000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773568","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.96,"INTC":1.96,"INTW":0.6,"LINT":0.6},"rights":null},{"id":680577,"article_id":"2640934818","title":"创历史新高！韩国5月芯片出口372亿美元","subtitle":"","subtitle_show":0,"pub_time":1780301373000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773558","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03132":1.85},"rights":null},{"id":680566,"article_id":"2640348979","title":"伊朗战争意外加速全球LNG产能扩张，供应过剩不远了？","subtitle":"","subtitle_show":0,"pub_time":1780301320000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773564","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DGAZ":0.6,"MNGmain":0.6,"NGmain":0.65,"QGmain":0.6,"IEA":1,"UGAZ":0.6,"UNG":0.6},"rights":null},{"id":680495,"article_id":"2640240939","title":"告别母行依赖，32家理财子全部打通非母行代销渠道","subtitle":"","subtitle_show":0,"pub_time":1780298955000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773563","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":680499,"article_id":"2640939729","title":"调任金监局一把手后，丁向群正式作别人保","subtitle":"","subtitle_show":0,"pub_time":1780298923000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773562","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":680509,"article_id":"2640868931","title":"长鑫IPO将至，怎么看A股后续走势？","subtitle":"","subtitle_show":0,"pub_time":1780298206000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773556","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5,"IPOS":1.5},"rights":null},{"id":680428,"article_id":"2640936327","title":"Skew失灵！高盛波动率团队：美股10%暴涨与10%暴跌竟被赋予相同定价","subtitle":"","subtitle_show":0,"pub_time":1780297392900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773553","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":680425,"article_id":"2640936324","title":"美伊又打起来了，特朗普：伊朗“确实想要”达成协议","subtitle":"","subtitle_show":0,"pub_time":1780296369000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773555","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":680411,"article_id":"2640693577","title":"AI“泡沫”走到了哪一步？","subtitle":"","subtitle_show":0,"pub_time":1780296087800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773554","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":680359,"article_id":"2640933703","title":"黄仁勋即将会见LG集团会长，LG电子连续涨停","subtitle":"","subtitle_show":0,"pub_time":1780293654000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773552","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"LGEJY":1.93,"LGUPF":1.85,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.88,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":680317,"article_id":"2640933988","title":"软银超越丰田成日本市值最大公司，20年霸主易位","subtitle":"","subtitle_show":0,"pub_time":1780293215300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773551","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AIPO":0.9,"ARTY":0.9,"CHAT":0.9,"CHPS":0.79,"CHPY":0.79,"EZJ":0.68,"FTXL":0.9,"PSI":0.79,"SFTBY":2,"SMH":0.79,"SMHX":0.79,"SOXL":0.79,"SOXQ":0.79,"SOXS":0.79,"SOXX":0.79,"SOXY":0.79,"SSG":0.79,"TEKX":0.79,"TM":2,"USD":0.79,"VGT":0.9,"XSD":0.79},"rights":null},{"id":680313,"article_id":"2640933686","title":"SK海力士韩国芯片工厂气体泄漏，3600人紧急疏散、6人受伤","subtitle":"","subtitle_show":0,"pub_time":1780291692000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773550","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07709":1.87},"rights":null},{"id":680176,"article_id":"2640798014","title":"高盛上调铜目标价！美国“囤货潮”加剧全球供应紧张","subtitle":"","subtitle_show":0,"pub_time":1780289595500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773546","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":680229,"article_id":"2640938545","title":"SpaceX领衔，4万亿美元IPO冲击，市场能消化吗？高盛：没问题，美银：泡沫已逼近历史极值","subtitle":"","subtitle_show":0,"pub_time":1780288183000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773547","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":680103,"article_id":"2640698714","title":"30年美债收益率再破5%，“一切都廉价”的时代落幕了","subtitle":"","subtitle_show":0,"pub_time":1780283937100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773541","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"UBmain":1.5,"TLT":2},"rights":null},{"id":680094,"article_id":"2640987652","title":"美债交易员押注美联储加息，五月非农将成关键检验","subtitle":"","subtitle_show":0,"pub_time":1780282303000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773542","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BND":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"MGCmain":1.5,"MTNmain":1.5,"MWNmain":1.5,"SImain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UTHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5},"rights":null},{"id":680076,"article_id":"2640987522","title":"OpenAI正式成立机器人团队，进军实体世界AI","subtitle":"","subtitle_show":0,"pub_time":1780281812000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773544","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"ROBO":1.5},"rights":null},{"id":680008,"article_id":"2640982765","title":"史上最大IPO SpaceX：强行改写指数规则，散户或成定价关键","subtitle":"","subtitle_show":0,"pub_time":1780281024200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773539","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":680022,"article_id":"2640982725","title":"A股震荡上涨，AI应用概念活跃，算力硬件调整，恒科指大涨超2%，联想再创新高，泡泡玛特拉升7%","subtitle":"","subtitle_show":0,"pub_time":1780280840000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773543","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80992":0.6,"159982":1.5,"399300":1.5,"00992":1.5,"02837":0.6,"03032":0.6,"03033":0.6,"03067":0.6,"03088":0.6,"03417":0.6,"03423":0.6,"07226":1.5,"07552":0.6,"09067":0.6,"09088":0.6,"09992":1.5,"AIQ":1.5,"LNVGY":0.6},"rights":null},{"id":679954,"article_id":"1132235700","title":"中国5月RatingDog制造业PMI 51.8，连续第六个月扩张，通胀压力出现缓解","subtitle":"","subtitle_show":0,"pub_time":1780279544332,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679951,"article_id":"2640982986","title":"中国5月RatingDog制造业PMI 51.8，连续第六个月扩张，通胀压力出现缓解","subtitle":"","subtitle_show":0,"pub_time":1780278320000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773540","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679842,"article_id":"2640840899","title":"戴尔暴涨，大摩“认错”：对硬件周期过于保守了","subtitle":"","subtitle_show":0,"pub_time":1780278058000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773531","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DELL":1.98,"DLLL":0.6},"rights":null},{"id":679836,"article_id":"2640984764","title":"AI热情主导市场，日韩股市齐创新高，韩股大涨3%，三星电子大涨7.7%","subtitle":"","subtitle_show":0,"pub_time":1780277615000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773537","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"EEMO":1.5,"EWY":1.5,"FLKR":1.5,"IEMG":1.5,"KORU":1.5,"MKOR":1.5,"SSNLF":1.5,"VXUS":1.5,"WTAI":1.5},"rights":null},{"id":679764,"article_id":"2640598104","title":"油价跌了黄金也没涨，市场开始担心一个新问题","subtitle":"","subtitle_show":0,"pub_time":1780276007000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773535","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BNO":1.5,"BTGD":1.5,"BWET":1.5,"CEF":1.5,"DBE":1.5,"DGP":1.5,"DIG":1.5,"DRLL":1.5,"DUG":1.5,"DULL":1.5,"DUST":1.5,"FGDL":1.5,"FTXN":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXU":1.5,"GLDM":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"GUSH":1.5,"IAU":1.5,"IAUM":1.5,"IEO":1.5,"JNUG":1.5,"OIH":1.5,"OILU":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PXE":1.5,"PXJ":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USE":1.5,"USL":1.5,"UYM":1.5,"VDE":1.5,"WTIU":1.5,"XME":1.5},"rights":null},{"id":679794,"article_id":"2640984485","title":"高盛也支持“存储PE估值”，上调海力士、三星和铠侠“三巨头”目标价","subtitle":"","subtitle_show":0,"pub_time":1780275726000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773533","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07709":2,"07747":2,"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":679686,"article_id":"2640989093","title":"沃什改写“美联储最爱的通胀指标”，2021年“通胀低估”会重演吗？","subtitle":"","subtitle_show":0,"pub_time":1780273385000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773529","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":679709,"article_id":"2640981339","title":"伯克希尔“新王”上任“第一把火”：85亿美元！卖油气，买地产","subtitle":"","subtitle_show":0,"pub_time":1780272665000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773528","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.B":1.96,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"TMHC":1.88},"rights":null},{"id":679705,"article_id":"2640335981","title":"这个周末，美伊忙着“改条件”，以色列忙着打黎巴嫩","subtitle":"","subtitle_show":0,"pub_time":1780272628000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773530","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679656,"article_id":"1160773495","title":"6月变盘点？这是不看好SpaceX IPO的12个理由","subtitle":"","subtitle_show":0,"pub_time":1780269579083,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPCX":2},"rights":null},{"id":679498,"article_id":"2639607681","title":"美伊谈判进入关键拉锯：特朗普临时改协议，签署时间再生变数","subtitle":"","subtitle_show":0,"pub_time":1780267800000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773514","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679549,"article_id":"2639298853","title":"每天起床第一件事是看海力士股价！高盛合伙人感叹：人们满脑子都是杠杆，没有恐惧","subtitle":"","subtitle_show":0,"pub_time":1780228697000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773523","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5,"GSX":0.6},"rights":null},{"id":679535,"article_id":"2639000506","title":"6月变盘点？这是不看好SpaceX IPO的12个理由","subtitle":"","subtitle_show":0,"pub_time":1780224959000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773522","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":679527,"article_id":"2639346600","title":"戴尔、诺基亚、联想、思科---科技“老登”在AI时代的逆袭","subtitle":"","subtitle_show":0,"pub_time":1780216271200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773519","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"80992":0.6,"00992":1.91,"04333":1.9,"04335":1.89,"CSCL":0.6,"CSCO":1.9,"CSCS":0.6,"DELL":1.94,"DLLL":0.6,"INTC":1.89,"INTW":0.6,"LINT":0.6,"LNOK":0.6,"LNVGY":1.91,"MU":1.86,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NOK":1.92,"TXN":1.85},"rights":null},{"id":679523,"article_id":"2639660772","title":"SpaceX、OpenAI上市在即，亚洲投资者“卖芯片，买瓶颈”，押注“新一轮资本开支”","subtitle":"","subtitle_show":0,"pub_time":1780210414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773518","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":1.81,"SOXX":1.84},"rights":null},{"id":679517,"article_id":"2639607140","title":"美银Hartnett：泡沫破裂时该交易什么？","subtitle":"","subtitle_show":0,"pub_time":1780209560200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773516","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPY":0.6},"rights":null},{"id":679520,"article_id":"2639077386","title":"高杠杆、高风险！美国批准首批“永续合约”，全面拥抱“币圈交易模式”","subtitle":"","subtitle_show":0,"pub_time":1780209073000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773515","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ICE":1,"KYC":1},"rights":null},{"id":679509,"article_id":"2639607607","title":"黄仁勋预告“PC新时代”：英伟达不想只卖GPU了","subtitle":"","subtitle_show":0,"pub_time":1780201012000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773517","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":679494,"article_id":"2639525607","title":"当胡彦斌1个月写出APP，AI时代已经扑面而来","subtitle":"","subtitle_show":0,"pub_time":1780197530600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773513","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":679487,"article_id":"2639607331","title":"GitHub不装了：AI编程的低价时代结束了，从此按token计费","subtitle":"","subtitle_show":0,"pub_time":1780194048000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773512","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":679471,"article_id":"2639020906","title":"750亿欧元砸向法国，孙正义要打造欧洲最大数据中心","subtitle":"","subtitle_show":0,"pub_time":1780190884000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773509","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03160":0.6,"BLOK":1.5,"DTCR":1.5,"EUO":0.6,"EURmain":1.5,"MEURmain":1.5,"FXE":1.5,"SFTBY":1.5},"rights":null},{"id":679398,"article_id":"2639360953","title":"AI军备竞赛下一个爆发点！高盛：电容就是“新内存”","subtitle":"","subtitle_show":0,"pub_time":1780184591700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773499","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5},"rights":null},{"id":679395,"article_id":"2639095396","title":"家用储能独角兽Base Power拟融资，估值直逼120亿美元","subtitle":"","subtitle_show":0,"pub_time":1780140972000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773501","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679388,"article_id":"2639560932","title":"TrendForce大幅上调存储市场预测：2027年规模料超1.28万亿美元","subtitle":"","subtitle_show":0,"pub_time":1780140709000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773500","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"DRAM":0.9},"rights":null},{"id":679391,"article_id":"2639609328","title":"日债收益率飙升至数十年高位，日本央行量化紧缩或提前终结","subtitle":"","subtitle_show":0,"pub_time":1780137950000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773498","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"HEWJ":1.5,"JPXN":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":679382,"article_id":"2639860605","title":"“牛市”底气：全球企业盈利已“脱离基本面”，利润率将冲击历史记录，“AI效果类似中国加入WTO”","subtitle":"","subtitle_show":0,"pub_time":1780137516000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773496","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"WTO":1.5},"rights":null},{"id":679378,"article_id":"2639960624","title":"蓝色起源火箭爆炸，为何会殃及竞争对手SpaceX？","subtitle":"","subtitle_show":0,"pub_time":1780133737000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773497","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":679369,"article_id":"2639069776","title":"对霍尔木兹高度依赖！ 日本4月原油进口暴跌66%，创1962年以来最低","subtitle":"","subtitle_show":0,"pub_time":1780133074800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773494","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":679372,"article_id":"2639606162","title":"沪深300、科创50等重要指数调整在即，五大焦点解读","subtitle":"","subtitle_show":0,"pub_time":1780130135000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773495","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"588040":1.86,"000001":1.87},"rights":null},{"id":679357,"article_id":"2639960578","title":"美伊协议“预期”砸崩油价，这家投行警告“市场跟现实严重脱节”：6-8月会有严峻压力","subtitle":"","subtitle_show":0,"pub_time":1780124564400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773489","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":679364,"article_id":"2639860500","title":"“没有零件就造不出设备”！韩国半导体检测设备业面临“史上最严重”零部件紧张","subtitle":"","subtitle_show":0,"pub_time":1780122992000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773493","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.92,"ADI":1.81,"AMD":1.84,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"INTC":1.92,"INTW":0.6,"LINT":0.6},"rights":null},{"id":679350,"article_id":"2639605953","title":"连涨9周，自3月低点反弹20%！美股这波反弹之凶猛“历史罕见”","subtitle":"","subtitle_show":0,"pub_time":1780113639000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773491","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.94,"DMAX":0.6,"ESmain":0.6,"MESmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.94,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":679343,"article_id":"2639605599","title":"预测西班牙夺冠！高盛建模：世界杯“类似高波资产”，夺冠“路径比基本面重要”","subtitle":"","subtitle_show":0,"pub_time":1780111701000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773490","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":679337,"article_id":"2639603243","title":"美国软件股逆袭，创2001年以来最佳单月表现","subtitle":"","subtitle_show":0,"pub_time":1780109684100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773486","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"OKTA":2,"OKTG":0.6,"OKTX":0.6,"ORCL":2,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6,"SNOW":2,"SNOY":0.6},"rights":null},{"id":679340,"article_id":"2639260539","title":"20年来最大同期涨幅！亚洲大米5月涨了20%","subtitle":"","subtitle_show":0,"pub_time":1780109562000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773487","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679332,"article_id":"2639603210","title":"忘了设限，1家公司1个月在Claude烧掉5亿美元！--当AI已经贵到“用不起”","subtitle":"","subtitle_show":0,"pub_time":1780105296000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773482","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":679312,"article_id":"2639460390","title":"ComputeX大会前夜，英伟达发了个“预告贴”：神秘PC芯片即将发布","subtitle":"","subtitle_show":0,"pub_time":1780103605000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773485","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":679259,"article_id":"2639670036","title":"华尔街抛弃避险对冲，最遭做空股票两个月暴涨30%","subtitle":"","subtitle_show":0,"pub_time":1780093328000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773479","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":679209,"article_id":"2639677832","title":"美媒：特朗普推迟就伊朗相关协议作最终决定","subtitle":"","subtitle_show":0,"pub_time":1780086112000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773478","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679201,"article_id":"2639672274","title":"Anthropic七位联创身家均达80亿美元，单日上榜人数创彭博富豪榜纪录","subtitle":"","subtitle_show":0,"pub_time":1780085383000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773477","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.84,"AI":0.72,"AIPO":0.72,"AIYY":0.6,"ARTY":0.84,"CHAT":0.84},"rights":null},{"id":679122,"article_id":"2639710206","title":"报道：城堡证券第一季度交易收入4.3亿美元创历史新高","subtitle":"","subtitle_show":0,"pub_time":1780078538000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773475","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161027":1.5},"rights":null},{"id":679125,"article_id":"2639671027","title":"全球铝市场拉响警报！日本基准铝升水单季暴涨超100美元","subtitle":"","subtitle_show":0,"pub_time":1780078514000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773473","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBB":1.5,"PICK":1.5,"UDN":1.5,"UUP":1.5,"XME":1.5},"rights":null},{"id":679214,"article_id":"2639677819","title":"特朗普称将作伊朗战事最终决定、霍尔木兹和伊核以外问题已达成一致，伊媒称其言论“真假参半”","subtitle":"","subtitle_show":0,"pub_time":1780077999000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773469","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DDG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":0.71,"QMmain":0.61,"SCO":0.61,"UCO":0.61,"UDN":0.74,"USO":0.61,"UUP":0.74},"rights":null},{"id":679051,"article_id":"2639567937","title":"退税兴奋感消退，美国消费者面临财政悬崖","subtitle":"","subtitle_show":0,"pub_time":1780070624000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773472","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":679016,"article_id":"2639765966","title":"元戎启行周光：智驾同质化竞争到头了，大模型是下一关","subtitle":"","subtitle_show":0,"pub_time":1780068082000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773465","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":0.65,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":679020,"article_id":"2639591676","title":"欧洲央行管委：6月后可能需要第二次加息","subtitle":"","subtitle_show":0,"pub_time":1780068061000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773467","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EPV":1.5,"EUFN":1.5,"EURL":1.5,"FEZ":1.5,"FLEE":1.5,"FXE":1.5,"IEUR":1.5,"IEV":1.5,"SPEU":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"VGK":1.5},"rights":null},{"id":679006,"article_id":"2639768646","title":"密集涨价后，中国汽车的竞争维度变了","subtitle":"","subtitle_show":0,"pub_time":1780067471000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773464","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80175":0.6,"160225":1.81,"000625":1.84,"00175":1.87,"09866":1.88,"EVS.SI":0.6,"GELYY":1.87,"NIO":1.88,"NIO.SI":1.88,"NIOG":0.6},"rights":null},{"id":678997,"article_id":"2639865676","title":"小股东投下超10%反对票，苏农银行遭遇“高股息时代”的拷问","subtitle":"","subtitle_show":0,"pub_time":1780067459000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773458","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159207":1.5,"603323":1.5},"rights":null},{"id":679000,"article_id":"2639676869","title":"年内近600只产品宣告“早退”，银行理财主动精简防范资产规模倒挂","subtitle":"","subtitle_show":0,"pub_time":1780067447000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773456","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":678934,"article_id":"2639673965","title":"戴尔业绩大涨，为什么传统服务器迎来意想不到的爆发?","subtitle":"","subtitle_show":0,"pub_time":1780064160000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773462","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DELL":2.1,"DLLL":0.6},"rights":null},{"id":678770,"article_id":"2639667859","title":"欧洲通胀再升温！法国、西班牙物价创2024年以来新高，欧央行6月加息箭在弦上","subtitle":"","subtitle_show":0,"pub_time":1780061136000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773461","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":678757,"article_id":"2639620744","title":"积极防御！美银：当前市场呈现泡沫末期特征","subtitle":"","subtitle_show":0,"pub_time":1780060199000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773460","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.79,"AI":0.69,"AIPO":0.69,"AIYY":0.6,"ARTY":0.89,"BNDW":0.69,"CHAT":0.79,"ZROZ":1},"rights":null},{"id":678717,"article_id":"2639270326","title":"NVIDIA MGX生态版图扩张背后：一场从800V到GPU核心的效率革命正悄然展开","subtitle":"","subtitle_show":0,"pub_time":1780057879000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773459","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MGX":1.5},"rights":null},{"id":678714,"article_id":"2639036627","title":"四大行带头，二季度银行“二永债”迎来发行潮","subtitle":"","subtitle_show":0,"pub_time":1780056358000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773457","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":678636,"article_id":"2639622752","title":"从5%到15%，平安为何反复买入中国人寿？","subtitle":"","subtitle_show":0,"pub_time":1780056292000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773454","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601628":1.5,"02628":1.5},"rights":null},{"id":678617,"article_id":"2639622986","title":"“华尔街先知”Yardeni：标普与黄金将在2030年同步迈向10000大关","subtitle":"","subtitle_show":0,"pub_time":1780055508000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773452","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FAZ":1.5,"FGDL":1.5,"1OZmain":1.5,"ESmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":678605,"article_id":"2639762282","title":"日本一个月砸11.7万亿日元护盘！为近年最大规模汇率干预之一","subtitle":"","subtitle_show":0,"pub_time":1780054531000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773449","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":0.9,"JPYmain":0.9,"MJYmain":0.6,"FXY":0.9,"HEWJ":0.9,"USDJPY.FOREX":0.9,"YCL":0.9,"YCS":0.9},"rights":null},{"id":678596,"article_id":"2639622826","title":"英国央行“放鸽”：允许通胀暂时高于目标，暗示6月加息概率下降","subtitle":"","subtitle_show":0,"pub_time":1780054390000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773450","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWU":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":678419,"article_id":"2639267876","title":"三星、SK海力士暴涨“撑爆”持仓红线：基金被迫抛售，韩股外资创纪录流出","subtitle":"","subtitle_show":0,"pub_time":1780053649100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773445","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EEMO":1.5,"EMXC":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":678521,"article_id":"2639463621","title":"波动越大越赚钱！华尔街大行二季度靠交易与AI融资赚翻了","subtitle":"","subtitle_show":0,"pub_time":1780053341500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773447","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":678292,"article_id":"2639640109","title":"三星或拿下Anthropic芯片订单，晶圆代工业务迎来“翻身仗”？","subtitle":"","subtitle_show":0,"pub_time":1780043882800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773440","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SSNLF":1.96},"rights":null},{"id":678304,"article_id":"2639664007","title":"美伊停火协议催化下，工业金属单月涨5.5%，有望创1月以来最佳","subtitle":"","subtitle_show":0,"pub_time":1780043688000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773441","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159162":1.5},"rights":null},{"id":678254,"article_id":"2639640931","title":"大摩：比亚迪第二浪准备就绪！","subtitle":"","subtitle_show":0,"pub_time":1780042588000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773438","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002594":1.97,"01211":1.97,"BYDDY":1.97,"EVS.SI":0.6},"rights":null},{"id":678248,"article_id":"2639603640","title":"美伊停火预期提振全球股市，日韩股指新高，油价承压，金涨银跌","subtitle":"","subtitle_show":0,"pub_time":1780042455000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773437","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"EWY":1.5,"FLKR":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KORU":1.5,"MKOR":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VT":1.5,"VXUS":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":678182,"article_id":"2639264252","title":"1999年来最佳月份！联想5月股价翻倍大涨109%","subtitle":"","subtitle_show":0,"pub_time":1780040968000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773431","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"80992":0.6,"00992":1.5,"LNVGY":0.6},"rights":null},{"id":678121,"article_id":"2639642619","title":"铝价涨势远未结束，未来一两个月供给短缺将真正爆发","subtitle":"","subtitle_show":0,"pub_time":1780040126200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773433","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IAI":1,"IMF":1,"XME":0.77},"rights":null},{"id":678145,"article_id":"2639642186","title":"降息有望了？沃什最偏爱的通胀指标，显著降温！","subtitle":"","subtitle_show":0,"pub_time":1780039852000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773432","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"TFJL":0.6,"TIP":1.61,"TLH":0.6,"TLT":1.59,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":678124,"article_id":"2639564261","title":"霸王茶姬转型首季度增收不增利，直营化为加盟商托底","subtitle":"","subtitle_show":0,"pub_time":1780038276000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773434","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHA":1.97},"rights":null},{"id":678092,"article_id":"2639644907","title":"“亚洲最大AI科技展”ComputeX下周开幕，黄仁勋领衔AI巨头轮番登台","subtitle":"","subtitle_show":0,"pub_time":1780037669900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773430","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"04335":1.91,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPB":0.6,"AAPD":0.6,"AAPL":1.85,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"ANV":0.6,"APLY":0.6,"ARM":1.86,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6,"DIPS":0.6,"INTC":1.91,"INTW":0.6,"LINT":0.6,"MACW.SI":0.6,"MU":1.84,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.88,"SNVD.UK":0.6},"rights":null},{"id":678018,"article_id":"2639649784","title":"戴尔炸了：超最乐观预期21%，华尔街要给它换一套估值框架","subtitle":"","subtitle_show":0,"pub_time":1780035787700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773427","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DELL":1.98,"DLLL":0.6},"rights":null},{"id":678089,"article_id":"2639864414","title":"新一轮大模型要来了！Blackwell加持下，AI能力更强了？","subtitle":"","subtitle_show":0,"pub_time":1780033493000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773429","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":677969,"article_id":"2639664963","title":"“AI独涨”何时逆转？野村给出三大催化剂：美伊谈崩了，美伊谈的太好，看涨期权买不动了","subtitle":"","subtitle_show":0,"pub_time":1780031904200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773409","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":677837,"article_id":"2639645450","title":"从英特尔、美光、到戴尔！“白宫股神”名不虚传，“先买再吹”屡试不爽","subtitle":"","subtitle_show":0,"pub_time":1780027320000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773416","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CNAV":1.5,"DELL":1.5,"DLLL":0.6,"DRAM":1.5,"FFTY":1.5,"INTC":1.5,"INTW":0.6,"LINT":0.6,"MU":1.5,"MUD":0.6,"MULL":0.6,"MUU":0.6,"VERS":1.5,"WTAI":1.5},"rights":null},{"id":677925,"article_id":"2639646547","title":"非法商品管控失当？Temu面临2亿欧元罚单","subtitle":"","subtitle_show":0,"pub_time":1780027064000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773423","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EUO":0.6,"EURmain":1.5,"MEURmain":1.5,"FXE":1.5},"rights":null},{"id":677904,"article_id":"2639843646","title":"从“惩罚花钱”到“奖励成长”——A股如何重估Capex？","subtitle":"","subtitle_show":0,"pub_time":1780026870000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773410","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":677907,"article_id":"2639646848","title":"传奇对冲基金经理Dan Loeb：拒绝进化的“死硬价值派”都死了，不学AI注定灭绝","subtitle":"","subtitle_show":0,"pub_time":1780026859000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773413","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":677834,"article_id":"2639264545","title":"调研ASML后，高盛总结了五大要点：产能扩张、CPU崛起、存储订单、新技术场景和中国需求","subtitle":"","subtitle_show":0,"pub_time":1780025055000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773408","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.97,"ASMU":0.6},"rights":null},{"id":677566,"article_id":"2639795610","title":"“我们在赢”！戴尔电话会：业绩炸裂，但炸的不只是AI服务器，四大业务全赢麻了","subtitle":"","subtitle_show":0,"pub_time":1780023555900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773407","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DELL":1.98,"DLLL":0.6},"rights":null},{"id":677694,"article_id":"2639648285","title":"一群赌徒，比华尔街更早知道世界会发生什么","subtitle":"","subtitle_show":0,"pub_time":1780020386000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773415","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":677699,"article_id":"2639648406","title":"A股高开低走，三大股指集体转跌，地产、券商活跃，芯片半导体调整，恒科指震荡上涨，联想集团再涨20%","subtitle":"","subtitle_show":0,"pub_time":1780019819000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773412","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80992":0.6,"159582":1.5,"159813":1.5,"159982":1.5,"399300":1.5,"00992":1.5,"02837":0.6,"03032":0.6,"03033":0.6,"03067":0.6,"03088":0.6,"03417":0.6,"03423":0.6,"07226":1.5,"07552":0.6,"09067":0.6,"09088":0.6,"CHAT":1.5,"CHPS":1.5,"CHPY":1.5,"FTXL":1.5,"LNVGY":0.6,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"VGT":1.5,"XSD":1.5},"rights":null},{"id":677533,"article_id":"2639617224","title":"私募FOF等于稳健理财？起底券商资管“营销术”","subtitle":"","subtitle_show":0,"pub_time":1780015741000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773402","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FOF":1.5},"rights":null},{"id":677530,"article_id":"2639617229","title":"iOS 27爆料：苹果“彻底重做”Siri，系统级整合AI","subtitle":"","subtitle_show":0,"pub_time":1780015278000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773401","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"MACW.SI":0.6},"rights":null},{"id":677571,"article_id":"2639515617","title":"“两倍海力士”已成全球老大，全球杠杆/反向“单票ETF”规模1个半月翻倍","subtitle":"","subtitle_show":0,"pub_time":1780014868300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773405","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"DRAM":1.5,"EMXC":1.5,"FDN":1.5},"rights":null},{"id":677489,"article_id":"2639617955","title":"美伊协议进展：媒体称框架已定待双方元首批准，万斯称“核问题还要谈”，伊朗称“还没同意”","subtitle":"","subtitle_show":0,"pub_time":1780014597000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773406","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":677456,"article_id":"2639612293","title":"18倍PS？Anthropic最新估值达9650亿美元，首超OpenAI！","subtitle":"","subtitle_show":0,"pub_time":1780013146000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773389","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PS":1.5},"rights":null},{"id":677843,"article_id":"2639611242","title":"360亿美元！史上最大私募信贷及芯片融资交易，Anthropic加速购买谷歌TPU","subtitle":"","subtitle_show":0,"pub_time":1780005339000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773397","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":2,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.91,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":677278,"article_id":"2639910611","title":"美财长喊话伊朗：特朗普不会接受“糟糕协议”，放松制裁取决于伊方在核问题让步程度","subtitle":"","subtitle_show":0,"pub_time":1780003853000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773395","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":677043,"article_id":"2639690720","title":"与主席沃什看法相左！美联储官员穆萨莱姆称不能指望AI降低通胀","subtitle":"","subtitle_show":0,"pub_time":1779990315000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773387","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"ARTY":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":677046,"article_id":"2639618885","title":"比剧透提前！Anthropic发布Claude Opus 4.8：更“诚实”、可调思考强度、新功能协调数百智能体","subtitle":"","subtitle_show":0,"pub_time":1779987134000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773386","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.85},"rights":null},{"id":676985,"article_id":"2639697393","title":"Token战争悄然打响，高盛：基础设施瓶颈终将消解，AI叙事面临重新定价","subtitle":"","subtitle_show":0,"pub_time":1779984542000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773385","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":676960,"article_id":"2638692913","title":"欧洲央行会议纪要：通胀风险已经浮现，继续观望“越来越不合适”","subtitle":"","subtitle_show":0,"pub_time":1779982603000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773383","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EPV":1.5,"EUFN":1.5,"EURL":1.5,"FEZ":1.5,"FLEE":1.5,"FXE":1.5,"IEUR":1.5,"IEV":1.5,"SPEU":1.5,"VGK":1.5},"rights":null},{"id":676952,"article_id":"2638525692","title":"美联储“三把手”：美国通胀短期高企，长期预期稳定，当前的利率政策处于合适位置","subtitle":"","subtitle_show":0,"pub_time":1779981865000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773382","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5},"rights":null},{"id":676598,"article_id":"2638695049","title":"KOSPI疯涨94%后，韩国国民养老金上调本土股票目标，市场最大抛压解除？","subtitle":"","subtitle_show":0,"pub_time":1779976743000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773370","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"07747":2,"CPNG":2,"DDI":2,"EWY":2,"FLKR":2,"GRVY":2,"KB":2,"KDEF":2,"KEP":2,"KF":2,"KORU":2,"KPOP":2,"KT":2,"LPL":2,"MKOR":2,"PKX":2,"SHG":2,"SKM":2},"rights":null},{"id":676721,"article_id":"2638699642","title":"黄金跌跌不休，洛克菲勒策略师坚定看好：2030年站上10000美元！","subtitle":"","subtitle_show":0,"pub_time":1779975878000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773377","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":676618,"article_id":"2638696915","title":"美国4月耐用品订单环比大增7.9%，但核心资本品数据意外走软","subtitle":"","subtitle_show":0,"pub_time":1779974123000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773372","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BA":1,"BOED":0.6,"BOEG":0.6,"BOEU":0.6},"rights":null},{"id":676481,"article_id":"2638936796","title":"战火点燃通胀，沃什面临第一道难题：如何“摁住鹰派”？","subtitle":"","subtitle_show":0,"pub_time":1779973868800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773366","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DB":1.59,"IWIN":1.59,"TIP":1.63},"rights":null},{"id":676487,"article_id":"2638693984","title":"伯恩斯坦：汽车半导体正式进入上行周期","subtitle":"","subtitle_show":0,"pub_time":1779973020600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773368","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ADI":1.87,"IFNNY":1.93,"MU":1.85,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NXPI":1.9,"ON":1.88,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.89,"STM":1.84,"TXN":1.91},"rights":null},{"id":676569,"article_id":"1132584597","title":"美国4月PCE物价指数同比3.8%，为2023年以来最高水平，核心指数同比3.3%","subtitle":"","subtitle_show":0,"pub_time":1779972445879,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ESmain":2,"NQmain":2,"YMmain":2},"rights":null},{"id":676385,"article_id":"2638607886","title":"散户大军重返市场！摩根大通：美股Q2有望继续冲高","subtitle":"","subtitle_show":0,"pub_time":1779970888200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773359","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":676484,"article_id":"2638693980","title":"支付宝想这样通往Agent的时代","subtitle":"","subtitle_show":0,"pub_time":1779970367000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773369","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":676467,"article_id":"2638698930","title":"高盛点评Marvell季报：完美复合华尔街预期，接下来紧盯这三个核心！","subtitle":"","subtitle_show":0,"pub_time":1779969649000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773365","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FAZ":1.5,"GSX":0.6,"MRVL":2.1,"MRVU":0.6,"MVLL":0.6},"rights":null},{"id":676389,"article_id":"2638066022","title":"英伟达Computex前瞻：黄仁勋将带来哪些AI算力\"核弹\"？","subtitle":"","subtitle_show":0,"pub_time":1779968845000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773360","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":676133,"article_id":"2638661298","title":"芯片终极材料？爱情抛弃的钻石，正在被AI救活","subtitle":"","subtitle_show":0,"pub_time":1779968135600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773341","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"300179":1.87,"600172":1.87,"600909":1.84,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.91,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":676378,"article_id":"2638602246","title":"同业存单发行升温，银行负债结构持续变化","subtitle":"","subtitle_show":0,"pub_time":1779967771000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773363","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":676382,"article_id":"2638758660","title":"五年后再叩门：未盈利药企海和药物换标准重启科创板IPO","subtitle":"","subtitle_show":0,"pub_time":1779967067000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773361","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"IPOS":1.5},"rights":null},{"id":676128,"article_id":"2638296661","title":"小鹏Q1营收130亿元，净亏损扩大至17.8亿元，二季度交付指引超预期｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1779961846000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773347","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09868":1.97,"EVS.SI":0.6,"XPEG":0.6,"XPEV":1.97},"rights":null},{"id":676102,"article_id":"2638669371","title":"韩国散户太疯狂！三星、海力士杠杆ETF首日吸金28亿美元，高盛大喊“波动加速器”来了！","subtitle":"","subtitle_show":0,"pub_time":1779961239300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773335","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"07747":2,"DRAM":1.5,"EMXC":1.5,"EWY":2,"FDN":1.5,"FLKR":2,"GSX":0.6,"KDEF":2,"KORU":2},"rights":null},{"id":676113,"article_id":"2638066112","title":"卓驭抢跑，舱驾一体窗口期在收窄","subtitle":"","subtitle_show":0,"pub_time":1779958596000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773346","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":0.83},"rights":null},{"id":675927,"article_id":"2638659936","title":"亚马逊AI翻身战：靠卖Claude Tokens，AWS利润率碾压微软和谷歌","subtitle":"","subtitle_show":0,"pub_time":1779958136900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773336","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.98,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.87,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.9,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"USAW.SI":0.6},"rights":null},{"id":675899,"article_id":"2638655096","title":"牛市还在吗？黄金跌至两个月低点，逼近4370美元“生死线”","subtitle":"","subtitle_show":0,"pub_time":1779956724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773338","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":675896,"article_id":"2638566557","title":"对话云鲸张峻彬：扫地机内卷下的一场主动刹车","subtitle":"","subtitle_show":0,"pub_time":1779956390000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773343","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":0.9},"rights":null},{"id":675893,"article_id":"2638665505","title":"爱尔眼科冲刺“A+H”，海外并购能否续上增长故事","subtitle":"","subtitle_show":0,"pub_time":1779956376000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773342","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300015":1.5},"rights":null},{"id":675824,"article_id":"2638637616","title":"手机行业史上最惨年：内存贵、油价涨、消费者换机周期拉长，谁能扛住？","subtitle":"","subtitle_show":0,"pub_time":1779955822000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773339","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRAM":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":675746,"article_id":"2638650487","title":"单月暴涨77%之后，美光市盈率仍不足英伟达一半","subtitle":"","subtitle_show":0,"pub_time":1779954076000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773328","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":675758,"article_id":"2638965022","title":"高盛重磅预测：AI下半场将从芯片转向人形机器人","subtitle":"","subtitle_show":0,"pub_time":1779953606000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773322","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GS":1.95,"GSX":0.6,"ROBO":1.86},"rights":null},{"id":675742,"article_id":"2638504866","title":"特朗普重新起诉《华尔街日报》， 坚持索赔100亿美元","subtitle":"","subtitle_show":0,"pub_time":1779951647000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773332","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":675739,"article_id":"2638650979","title":"耐克阿迪仍占近九成收入，滔搏转型成果尚未兑现","subtitle":"","subtitle_show":0,"pub_time":1779951291000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773333","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06110":1.5,"NKE":1.5},"rights":null},{"id":675710,"article_id":"2638657427","title":"造芯片马斯克是认真的！Terafab“显著高于市场价”采购关键设备，以“极少人力冲刺极短时间目标”","subtitle":"","subtitle_show":0,"pub_time":1779949956300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773325","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03165":0.6,"04335":1.81,"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.85,"ASMU":0.6,"CRSH":0.6,"INTC":1.81,"INTW":0.6,"LINT":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.91,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":675700,"article_id":"2638922657","title":"AI催生电力架构革命：800VDC浪潮下，谁将成为最大赢家？","subtitle":"","subtitle_show":0,"pub_time":1779949143000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773320","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159146":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":675687,"article_id":"2638657822","title":"从120美元暴跌至72美元，白银还没跌完？三大投行发出警告","subtitle":"","subtitle_show":0,"pub_time":1779948076000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773321","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SILmain":0.6,"PAAS":1.87,"PAAU":0.6,"SLV":1.95,"XAGUSD.FOREX":1.9,"ZSL":1.9},"rights":null},{"id":675603,"article_id":"2638651706","title":"智库：芯片超级周期驱动，2026年韩国出口预计劲增30%","subtitle":"","subtitle_show":0,"pub_time":1779942669000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773315","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SOX":1.86},"rights":null},{"id":675566,"article_id":"2638597796","title":"可灵成快手“新王牌”：超300%增长背后，75%收入来自海外，ARR有望冲刺10亿美元","subtitle":"","subtitle_show":0,"pub_time":1779940330000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773305","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81024":0.6,"01024":1.98},"rights":null},{"id":675537,"article_id":"2638659637","title":"当Token比人更贵，“AI叙事”就碰到麻烦了","subtitle":"","subtitle_show":0,"pub_time":1779939221000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773290","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":675513,"article_id":"2638656291","title":"何小鹏去年做了个“惊天豪赌”","subtitle":"","subtitle_show":0,"pub_time":1779937751000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773308","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09868":1.95,"EVS.SI":0.6,"XPEG":0.6,"XPEV":1.95},"rights":null},{"id":675507,"article_id":"2638562546","title":"液奶承压之后，蒙牛更需要第二曲线了","subtitle":"","subtitle_show":0,"pub_time":1779937444000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773310","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":675489,"article_id":"2638465656","title":"野村给市场降温：日本央行短期内加息前景“并不明朗”","subtitle":"","subtitle_show":0,"pub_time":1779937420000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773307","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":675545,"article_id":"2638865965","title":"美伊和谈受阻，亚洲股市承压，日韩领跌，油价拉升2%，金价跌破4400美元关口","subtitle":"","subtitle_show":0,"pub_time":1779937248000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773313","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BNO":1.5,"BTGD":1.5,"BWET":1.5,"CEF":1.5,"DBC":1.5,"DBO":1.5,"DGP":1.5,"DIG":1.5,"DRLL":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"GBUG":1.5,"GDX":1.5,"GDXU":1.5,"GDXY":1.5,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IEO":1.5,"IXC":1.5,"JDST":1.5,"JNUG":1.5,"OIH":1.5,"OILK":1.5,"OILU":1.5,"OUNZ":1.5,"PHYS":1.5,"PXE":1.5,"PXJ":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGA":1.5,"UGL":1.5,"USE":1.5,"USG":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":675450,"article_id":"2638702655","title":"韩国央行按兵不动，但提升通胀预期，两位委员要求加息","subtitle":"","subtitle_show":0,"pub_time":1779935596000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773303","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":675453,"article_id":"2638655709","title":"晶圆代工涨价潮！台积电之后，联电也宣布分阶段提价","subtitle":"","subtitle_show":0,"pub_time":1779935340000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773304","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.87,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"UMC":1.97},"rights":null},{"id":675230,"article_id":"2638460630","title":"Anthropic营收超越OpenAI至少35%，IPO竞赛格局生变","subtitle":"","subtitle_show":0,"pub_time":1779933555800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773295","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":675378,"article_id":"2638532026","title":"A股三大股指震荡下跌，芯片产业链活跃，华虹、中芯国际拉升，恒指跌超1%，科网股集体低迷，泡泡玛特逆势涨超3%","subtitle":"","subtitle_show":0,"pub_time":1779933274000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773302","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688347":1.87,"688981":1.89,"000001":1.84,"00981":1.89,"01347":1.87,"09992":1.95,"PMRTY":1.95},"rights":null},{"id":675393,"article_id":"2638165373","title":"拿下Snowflake60亿美元大单，亚马逊的“AI芯片战略”开始收效","subtitle":"","subtitle_show":0,"pub_time":1779933014000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773288","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.98,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"SNOU":0.6,"SNOW":1.88,"SNOY":0.6,"USAW.SI":0.6},"rights":null},{"id":675387,"article_id":"2638653733","title":"拼多多要做“开市客+迪士尼”：开启新一轮“投资周期”，以“短期利润”换“长期增长”","subtitle":"","subtitle_show":0,"pub_time":1779933005000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773297","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"KPDD":0.6,"PDD":1.98,"PDDL":0.6},"rights":null},{"id":675277,"article_id":"2638658063","title":"韩国婚恋市场换顶流了，不找医生找三星","subtitle":"","subtitle_show":0,"pub_time":1779931736000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773293","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":675225,"article_id":"2638163016","title":"“ASIC巨头”Marvell季度营收创纪录、连续上调指引，CEO称数据中心业务“着火了”","subtitle":"","subtitle_show":0,"pub_time":1779929291000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773291","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ASIC":1.5,"BLOK":1.5,"DTCR":1.5,"ON":1.5},"rights":null},{"id":675216,"article_id":"2638370786","title":"伊朗与美联储，接下来影响全球市场的“三种场景”","subtitle":"","subtitle_show":0,"pub_time":1779928200000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773292","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":675175,"article_id":"2638376336","title":"金主也缺钱了！阿布扎比主权基金抛售数十亿美元美股持仓","subtitle":"","subtitle_show":0,"pub_time":1779926684000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773287","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ADIA":1},"rights":null},{"id":675091,"article_id":"2638634779","title":"美联储理事库克：如果通胀不缓解，我已准备好加息","subtitle":"","subtitle_show":0,"pub_time":1779922820000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773286","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":674914,"article_id":"2638816633","title":"机构：美国战略储备原油有史以来首次运往加利福尼亚州","subtitle":"","subtitle_show":0,"pub_time":1779909052000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773279","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":674886,"article_id":"2638638884","title":"白宫否认伊媒曝光草案，标普转跌，鲁比奥称给伊朗谈判“一切成功的机会”，美油跌超5%","subtitle":"","subtitle_show":0,"pub_time":1779906184000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773277","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"ESmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5},"rights":null},{"id":674883,"article_id":"2638868074","title":"SpaceX早期投资人：SpaceX与特斯拉合并\"只是时间问题\"","subtitle":"","subtitle_show":0,"pub_time":1779905951000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773276","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"SPCX":2,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.94,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":674862,"article_id":"2638680533","title":"特朗普：霍尔木兹将不受任何一方控制、美国将监视，伊朗即使放弃高浓缩铀也不会被解除制裁","subtitle":"","subtitle_show":0,"pub_time":1779904245000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773275","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":674866,"article_id":"2638680538","title":"社交媒体帖子引爆散户热情，这只小众芯片股单日暴涨逾70%","subtitle":"","subtitle_show":0,"pub_time":1779904232000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773274","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XFABF":1.96},"rights":null},{"id":674842,"article_id":"2638875366","title":"中东风险“退烧”、加息预期升温，黄金创两月新低，白银一度跌超4%","subtitle":"","subtitle_show":0,"pub_time":1779901827000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773273","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"IAU":1.5,"IAUM":1.5,"JNUG":1.5,"KSLV":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PSLV":1.5,"RING":1.5,"SETM":1.5,"SGOL":1.5,"SHNY":1.5,"SIL":1.5,"SILJ":1.5,"SIVR":1.5,"SLV":1.5,"SLVP":1.5,"SLVR":1.5,"UGL":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UYM":1.5,"XME":1.5,"ZSL":1.5},"rights":null},{"id":674795,"article_id":"2638509682","title":"高盛预警：流动性趋弱叠加巨型IPO来袭，本月末养老金抛售冲击或超预期","subtitle":"","subtitle_show":0,"pub_time":1779899155000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773269","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6,"IPOS":1.5},"rights":null},{"id":674799,"article_id":"2638825056","title":"不只卖货，亚马逊开始卖“AI导购”了","subtitle":"","subtitle_show":0,"pub_time":1779899116000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773272","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.98,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"USAW.SI":0.6},"rights":null},{"id":674780,"article_id":"2638768473","title":"名创优品利润率再下台阶：全球化和IP化一起烧钱","subtitle":"","subtitle_show":0,"pub_time":1779897778000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773267","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09896":1.5,"IP":1.5,"MNSO":1.5},"rights":null},{"id":674770,"article_id":"2638684469","title":"盘中大跌超13%，拼多多业绩持续阵痛中","subtitle":"","subtitle_show":0,"pub_time":1779897708000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773266","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"KPDD":0.6,"PDD":1.98,"PDDL":0.6},"rights":null},{"id":674752,"article_id":"2638684649","title":"字节“豆包股”背后的AI人才暗战","subtitle":"","subtitle_show":0,"pub_time":1779896783000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773065","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":674743,"article_id":"2638684644","title":"“息差最高”农商行，还能跑多远？","subtitle":"","subtitle_show":0,"pub_time":1779896771000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773265","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":674732,"article_id":"2638684666","title":"存款利率下行、公募竞争加剧，银行理财子掀起“降费保卫战”","subtitle":"","subtitle_show":0,"pub_time":1779896757000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773264","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":674735,"article_id":"2638684663","title":"从寿险到产险、健康险全覆盖，70后“老太保人”王明超获聘中国太保副总裁","subtitle":"","subtitle_show":0,"pub_time":1779896726000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773262","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601601":1.5,"02601":1.5},"rights":null},{"id":674748,"article_id":"2638684652","title":"消费信心触底、宏观相关性同步崩溃，美股的独自狂欢还能走多远？","subtitle":"","subtitle_show":0,"pub_time":1779896687000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773270","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".IXIC":1.86,".SPX":1.84,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07388":0.6,"07522":0.6,"07568":0.6,"07788":0.6,"09086":0.6,"09834":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIQ":0.6,"GS":1.91,"GSX":0.6,"HXC":1.86,"NAPR":0.6,"NDX":1.86,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.85,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TQQQ":0.6,"TQQY":0.6,"TVIXF":0.6,"USMV":0.6,"UVIX":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":674452,"article_id":"2638079683","title":"股价腰斩、估值新低，今夜Salesforce财报迎来“软件股审判时刻”","subtitle":"","subtitle_show":0,"pub_time":1779896180700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773257","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CRM":2,"CRMG":0.6,"IGM":1.5,"IGV":1.5},"rights":null},{"id":674653,"article_id":"2638899796","title":"拼多多电话会：三年、千亿、“再造拼多多”，走到哪了？","subtitle":"","subtitle_show":0,"pub_time":1779893103100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773254","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"KPDD":0.6,"PDD":1.98,"PDDL":0.6},"rights":null},{"id":674567,"article_id":"2638852706","title":"希捷CEO：NAND越贵HDD越有优势，毛利率还有较大扩张空间","subtitle":"","subtitle_show":0,"pub_time":1779891358700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773225","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5,"STX":2},"rights":null},{"id":674501,"article_id":"2638685156","title":"BP人事震动升级：前董事长怒斥“无解释解雇”，股价再遭重击","subtitle":"","subtitle_show":0,"pub_time":1779889341000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773260","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BP":1.5,"BPH":0.6},"rights":null},{"id":674416,"article_id":"2638906688","title":"薪酬风波后，台积电CEO出马“安抚”：承诺员工奖金平均涨超30%","subtitle":"","subtitle_show":0,"pub_time":1779888929000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773256","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":674347,"article_id":"2638500125","title":"霍尔木兹封锁三个月，油价为何仍未冲破150美元？","subtitle":"","subtitle_show":0,"pub_time":1779886427200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773251","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":674285,"article_id":"2638077235","title":"AI热潮蔓延至电源芯片，英飞凌宣布7月起再度提价","subtitle":"","subtitle_show":0,"pub_time":1779883533000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773250","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"0KED.UK":1.94,"TXN":1.85},"rights":null},{"id":674153,"article_id":"2638504786","title":"高盛：尖端MLCC景气周期可能比想象中更持久","subtitle":"","subtitle_show":0,"pub_time":1779881277200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773245","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"GSX":0.6},"rights":null},{"id":674043,"article_id":"2638050134","title":"用户增长接近天花板，微信小游戏要如何继续扩大商业规模","subtitle":"","subtitle_show":0,"pub_time":1779877200000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773242","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PC":0.69},"rights":null},{"id":673860,"article_id":"2638038655","title":"“别轻易做空”！标普创70年罕见八周连阳，华尔街最高看向8250点","subtitle":"","subtitle_show":0,"pub_time":1779875390700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773228","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":2,"DMAX":0.6,"FAZ":1.5,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":673885,"article_id":"2638503151","title":"纳指新高，科技股还有哪些机会？瑞银点出四大方向","subtitle":"","subtitle_show":0,"pub_time":1779872916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773202","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ACN":1.94,"APH":1.92,"APHU":0.6,"AVGG":0.6,"AVGO":1.94,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.94,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":673892,"article_id":"2638503914","title":"可灵AI年化ARR近5亿美元，快手Q1营收利润双双超预期｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1779872598000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773231","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81024":0.6,"01024":1.97},"rights":null},{"id":673835,"article_id":"2638508058","title":"三星打响第一枪，韩国财阀们\"集体破防\"了","subtitle":"","subtitle_show":0,"pub_time":1779871944000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773234","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":673804,"article_id":"2638500508","title":"AI Agent是苹果的大机会？","subtitle":"","subtitle_show":0,"pub_time":1779871567500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773221","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":673866,"article_id":"2638503596","title":"AI革命下一站——物理AI有哪些新进展？","subtitle":"","subtitle_show":0,"pub_time":1779870850000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773232","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":673807,"article_id":"2638508501","title":"居民资金入市：到哪一步了？","subtitle":"","subtitle_show":0,"pub_time":1779870535000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773229","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":673780,"article_id":"2638702525","title":"“减肥神药”的极端影响：若一半胖子用药，全球食品消费下降2%-9%","subtitle":"","subtitle_show":0,"pub_time":1779870334000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773224","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159151":1.5},"rights":null},{"id":673635,"article_id":"2638572409","title":"星舰“带伤过关”！SpaceX万亿IPO关键一战：市场更相信马斯克了","subtitle":"","subtitle_show":0,"pub_time":1779868336500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773222","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"DXYZ":1.81,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.75,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":673603,"article_id":"2638574296","title":"美债遭遇“百年最惨熊市”，“末日博士”彼得·希夫：真正的危机才刚开始","subtitle":"","subtitle_show":0,"pub_time":1779867382500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773219","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":673649,"article_id":"2638694577","title":"铝价大涨，中国铝出口有望创纪录！","subtitle":"","subtitle_show":0,"pub_time":1779866794000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773214","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBB":1.5,"PICK":1.5,"XME":1.5},"rights":null},{"id":673570,"article_id":"2638571705","title":"万亿美光的全球扩产版图：美国、日本、新加坡同步扩产，新产能一路排到2030年","subtitle":"","subtitle_show":0,"pub_time":1779865143500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773215","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":673515,"article_id":"2638579501","title":"韩国股市年内翻倍，海力士飙升250%领跑，分析师：暴涨行情才走了一半","subtitle":"","subtitle_show":0,"pub_time":1779864909100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773212","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"07747":2,"DRAM":1.5,"EEMO":1.5,"EMXC":1.5,"EWY":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":673585,"article_id":"2638741225","title":"“眼红”海力士和三星天价奖金， 台积电员工“也想罢工”！","subtitle":"","subtitle_show":0,"pub_time":1779864682000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773213","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":673549,"article_id":"2638716505","title":"“纳秒级”极速，给“万物定价”——华尔街最顶尖量化机构Jane Street的“算力战局”","subtitle":"","subtitle_show":0,"pub_time":1779863000000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773211","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":673608,"article_id":"2638574298","title":"杠杆海力士和三星ETF来了，韩国散户疯狂了，投前教育网站崩了","subtitle":"","subtitle_show":0,"pub_time":1779862724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773216","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5,"FDN":1.5},"rights":null},{"id":673481,"article_id":"2638457624","title":"美伊达成和平协议预期助推铝铜走强，铝价有望创四年新高","subtitle":"","subtitle_show":0,"pub_time":1779860096000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773210","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":673374,"article_id":"2638257322","title":"净利润砍掉43%，小米这份季报藏着一个比数字更重要的信号","subtitle":"","subtitle_show":0,"pub_time":1779854798000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773208","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81810":0.6,"01810":1.98,"HXXD.SI":0.6,"XIACY":1.98},"rights":null},{"id":673391,"article_id":"2638573573","title":"美光市值突破万亿美元！这份瑞银研报提出了“AI供应链估值最大的认知差”","subtitle":"","subtitle_show":0,"pub_time":1779854520000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773203","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.95,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":673340,"article_id":"2638573968","title":"三星工会同意新薪酬方案：人均40万美元奖金！","subtitle":"","subtitle_show":0,"pub_time":1779853867000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773207","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":672559,"article_id":"2638522196","title":"每个人都在抛软件，买芯片","subtitle":"","subtitle_show":0,"pub_time":1779845693000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773198","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"04335":1.88,"04336":1.88,"AAPB":0.6,"AAPD":0.6,"AAPL":1.9,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMAT":1.88,"APLY":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.88,"ASMU":0.6,"BA":1.89,"BOED":0.6,"BOEG":0.6,"BOEU":0.6,"C":1.87,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"INTC":1.88,"INTW":0.6,"LINT":0.6,"LRCU":0.6,"LRCX":1.88,"MA":1.89,"MACW.SI":0.6,"META":1.9,"METD":0.6,"METU":0.6,"METW":0.6,"MRVL":1.9,"MRVU":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.93,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"MVLL":0.6,"SITM":1.88,"SOX":1.85,"V":1.89,"VRT":1.87,"VRTL":0.6},"rights":null},{"id":672638,"article_id":"2638220365","title":"中国1至4月规模以上工业企业利润增长18.2%，高技术制造业利润同比增长44.8%，原材料制造业利润同比增长88.1%","subtitle":"","subtitle_show":0,"pub_time":1779845432000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773200","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":672514,"article_id":"2638522503","title":"谷歌、微软、Meta提出“出钱建产线”，海力士“不要钱，要5年长约、更高预付款和最低价格保证”","subtitle":"","subtitle_show":0,"pub_time":1779845106000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773199","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FBL":0.6,"FBY":0.6,"FBYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.9,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":1.9,"METD":0.6,"METU":0.6,"METW":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.9,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":672447,"article_id":"2638521009","title":"日韩股市再创新高，韩股大涨5%触发熔断、SK海力士市值破万亿","subtitle":"","subtitle_show":0,"pub_time":1779842824000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773196","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMO":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":672443,"article_id":"2638521007","title":"美国公布月球基地建设\"三阶段路线图\"，今年秋季开启，目标\"永久驻留\"","subtitle":"","subtitle_show":0,"pub_time":1779842378000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773195","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"NASA":1},"rights":null},{"id":672434,"article_id":"2638257521","title":"一份协议如何让双方“宣布胜利”？美国提出新要求，伊朗有两个目标","subtitle":"","subtitle_show":0,"pub_time":1779841668000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773194","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":672148,"article_id":"2638525690","title":"日薪可至5000元！量化大厂刷新天价“实习”纪录","subtitle":"","subtitle_show":0,"pub_time":1779833572000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773189","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":672084,"article_id":"2638528765","title":"美媒称美国悄然恢复霍尔木兹海峡护航，美军否认，油运风险远未解除","subtitle":"","subtitle_show":0,"pub_time":1779829006000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773184","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BOAT":0.9,"BWET":0.77,"CLmain":2},"rights":null},{"id":672047,"article_id":"2638154002","title":"五角大楼被SpaceX掐咽喉：星链坐地起价涨五倍，双方激烈争执，马斯克否认","subtitle":"","subtitle_show":0,"pub_time":1779827195000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773178","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"DXYZ":1.71,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.75,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":672011,"article_id":"2638540532","title":"伊朗总统：已准备好达成“有尊严的”框架协议，毫不动摇捍卫领土与国家主权","subtitle":"","subtitle_show":0,"pub_time":1779825910000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773181","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":672008,"article_id":"2638405305","title":"美伊谈判关键时刻，特朗普与内塔尼亚胡通话、拟在戴维营召开内阁会议","subtitle":"","subtitle_show":0,"pub_time":1779825894000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773180","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":671917,"article_id":"2638544618","title":"美债长端利率剧烈震荡，是假突破还是新一轮重新定价的开始？","subtitle":"","subtitle_show":0,"pub_time":1779818724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773177","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":671874,"article_id":"2638541856","title":"伊朗战事引爆通胀，如何压低美债收益率？贝森特这次手上牌不多了","subtitle":"","subtitle_show":0,"pub_time":1779815377000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773176","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":671828,"article_id":"2638461245","title":"OpenAI 的下⼀步⼴告策略：以⼩博⼤","subtitle":"","subtitle_show":0,"pub_time":1779811177000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773175","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"MAGY":0.63,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":0.63,"TSLA":0.6,"YMAG":0.63},"rights":null},{"id":671752,"article_id":"2638545172","title":"伊朗谴责美国“违反停火协议”，解冻海外资金仍为谈判主要分歧","subtitle":"","subtitle_show":0,"pub_time":1779808505000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773172","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":671172,"article_id":"2638517724","title":"马斯克大发战争财：星链战时收费暴涨5倍，五角大楼被迫买单","subtitle":"","subtitle_show":0,"pub_time":1779803686900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773169","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"SPCX":1.84,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":671201,"article_id":"2638108965","title":"Oklo盘前涨近12%！获美国能源部钚燃料项目高级谈判资格","subtitle":"","subtitle_show":0,"pub_time":1779802177000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773168","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMR":1,"NRC":1},"rights":null},{"id":671140,"article_id":"2638517630","title":"美光告别“周期魔咒”？瑞银给出1600美元天价目标：LTA或撑起1.8万亿美元市值","subtitle":"","subtitle_show":0,"pub_time":1779801008100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773167","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":671130,"article_id":"1125242724","title":"小米电话会：内存成本短期难降，“做最后涨价、涨幅最小的企业”","subtitle":"","subtitle_show":0,"pub_time":1779800450632,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01810":2.1},"rights":null},{"id":671035,"article_id":"2638190514","title":"SemiAnalysis深度解读：800VDC浪潮下，电力设备市场正悄然重构","subtitle":"","subtitle_show":0,"pub_time":1779797551000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773164","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"ANV":0.6,"BLOK":0.86,"BULZ":0.86,"DIPS":0.6,"DTCR":0.86,"GOOG":0.6,"MAGY":0.9,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.86,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"SST":1,"TSLA":0.6,"WTAI":0.68,"YMAG":0.9},"rights":null},{"id":670922,"article_id":"2638119345","title":"功耗暴增100倍！美银：数据中心1.5兆瓦机柜时代来临，颠覆传统配电体系","subtitle":"","subtitle_show":0,"pub_time":1779797166900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773162","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":670442,"article_id":"2638291590","title":"Altman改口：AI不太可能导致“就业末日”，人际关系是难以被取代的“护城河”","subtitle":"","subtitle_show":0,"pub_time":1779796381000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773152","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":670916,"article_id":"2638511697","title":"护肤收入过半，逸仙要摘掉完美日记的标签了吗","subtitle":"","subtitle_show":0,"pub_time":1779795900000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773163","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"YSG":0.9},"rights":null},{"id":670823,"article_id":"2638519313","title":"就在明天！韩股迎来三星、SK海力士两倍杠杆ETF，单日涨跌幅可达60%","subtitle":"","subtitle_show":0,"pub_time":1779794097000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773160","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EEMO":1.5,"EMXC":1.5,"EWY":1.5,"FDN":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":670730,"article_id":"2638516392","title":"SpaceX IPO埋下“治理核弹”：马斯克几乎不可被罢免，股东维权门槛高达525亿美元","subtitle":"","subtitle_show":0,"pub_time":1779793661400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773132","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SPCX":1.84,"UFO":0.6},"rights":null},{"id":670307,"article_id":"2638592872","title":"台积电股价飙升，台股超越印度成为全球第五大股市","subtitle":"","subtitle_show":0,"pub_time":1779783812000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773146","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.95,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":670260,"article_id":"2638594640","title":"日本光纤巨头藤仓盈利不及预期，市值一周蒸发400亿美元！","subtitle":"","subtitle_show":0,"pub_time":1779783470000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773147","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.76,"AI":0.76,"AIPO":0.76,"AIYY":0.6,"ARTY":0.76,"BLOK":0.87,"CHAT":0.76,"DTCR":0.87,"RSI":1},"rights":null},{"id":670189,"article_id":"2638890594","title":"停火协议形同废纸！美军“自卫打击”后，伊朗开火回击，小哈梅内伊：地区国家将不再庇护美军","subtitle":"","subtitle_show":0,"pub_time":1779782753000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773148","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":669291,"article_id":"2638654035","title":"如果债市风暴继续在全球蔓延，接下来会发生什么？高盛：没什么好事","subtitle":"","subtitle_show":0,"pub_time":1779779133300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773105","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6},"rights":null},{"id":670101,"article_id":"2638599608","title":"能源冲击已不可忽视！欧央行执委放鹰：6月加息“势在必行”","subtitle":"","subtitle_show":0,"pub_time":1779778535000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773138","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":670044,"article_id":"2638559686","title":"几内亚第四次\"铝土矿管制\"，这次动真格吗？","subtitle":"","subtitle_show":0,"pub_time":1779777930000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773140","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBB":0.6,"FGBXmain":0.6,"PICK":0.6,"XME":0.6},"rights":null},{"id":670030,"article_id":"2638595264","title":"高盛人形机器人中国行：VLA+世界模型加速融合，数据仍是最大瓶颈","subtitle":"","subtitle_show":0,"pub_time":1779777294000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773136","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6,"ROBO":1.5},"rights":null},{"id":670096,"article_id":"2638627593","title":"玻璃基板竞赛升温，英特尔争夺全球首个量产席位","subtitle":"","subtitle_show":0,"pub_time":1779775454300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773131","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"04335":1.95,"INTC":1.95,"INTW":0.6,"LINT":0.6},"rights":null},{"id":669944,"article_id":"2638059389","title":"债市开始“吓坏”美股！高盛顶级交易员提出“简化市场方向框架”","subtitle":"","subtitle_show":0,"pub_time":1779775108000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773128","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03141":1.5,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09141":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":669413,"article_id":"2638569281","title":"决定AI牛市的关键变量是什么？","subtitle":"","subtitle_show":0,"pub_time":1779770731000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773111","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":669841,"article_id":"2638444567","title":"美债收益率曲线趋平，市场押注沃什领导下利率将\"更高更久\"","subtitle":"","subtitle_show":0,"pub_time":1779767948400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773125","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BIL":1.83,"BND":1.85,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IEF":0.6,"IEI":0.6,"JPM":1.81,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"SHY":0.6,"TLT":0.6,"TMV":1.88},"rights":null},{"id":669791,"article_id":"2638562066","title":"AI资本开支浪潮重塑经济弹性，摩根士丹利上调美股盈利预期","subtitle":"","subtitle_show":0,"pub_time":1779766800000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773122","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":669749,"article_id":"2638562669","title":"高盛CEO：AI将引发大规模失业的担忧\"言过其实\"","subtitle":"","subtitle_show":0,"pub_time":1779764295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773120","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GS":1.5,"GSX":0.6},"rights":null},{"id":669674,"article_id":"2638903564","title":"前高盛商品专家谈“美伊协议”：卖出推文，买入硬货","subtitle":"","subtitle_show":0,"pub_time":1779762707000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773118","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":669671,"article_id":"2638564565","title":"美伊边打边谈，亚太股市承压，但韩股补涨创新高，油价走势分化，金银下挫","subtitle":"","subtitle_show":0,"pub_time":1779761477000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773116","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGQ":1.5,"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"EWY":1.5,"FLKR":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KORU":1.5,"MKOR":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SIVR":0.6,"SLV":0.6,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VXUS":1.5,"WTIU":1.5,"XES":1.5,"ZSL":0.6},"rights":null},{"id":669583,"article_id":"2638561704","title":"AI时代只能“按结果收费”！麦肯锡等咨询巨头面临压力，改变收费模式","subtitle":"","subtitle_show":0,"pub_time":1779761327000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773117","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":669664,"article_id":"2638564561","title":"创业板震荡翻红，科创50跌超2%，机器人概念拉升，芯片半导体调整，恒科指涨1%，华虹、中芯国际大涨15%","subtitle":"","subtitle_show":0,"pub_time":1779761095000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773113","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159582":1.5,"159813":1.5,"159915":1.5,"159967":0.6,"159982":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"688981":1.5,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"00981":1.5,"02837":0.6,"03032":0.6,"03033":0.6,"03088":0.6,"03147":0.6,"03417":0.6,"03423":0.6,"07226":1.5,"07234":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"CHAT":1.5,"CHPS":1.5,"CHPY":1.5,"CNXT":1.5,"FTXL":1.5,"PSI":1.5,"ROBO":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"VGT":1.5,"XSD":1.5},"rights":null},{"id":669409,"article_id":"2638696185","title":"贝莱德基金经理：美联储降息理由\"已然充分\"","subtitle":"","subtitle_show":0,"pub_time":1779758000000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773110","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DSU":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5},"rights":null},{"id":669341,"article_id":"2638656664","title":"ComputeX 2026即将开幕，黄仁勋、苏姿丰和陈立武先后抵台“密访”供应链","subtitle":"","subtitle_show":0,"pub_time":1779756197000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773106","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"AMD":2,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"ANV":0.6,"DAMD":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":669387,"article_id":"2638690569","title":"“AI狂潮”不在乎成本高低--这是当前全球宏观最大的影响因子","subtitle":"","subtitle_show":0,"pub_time":1779755983000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773109","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":669294,"article_id":"2638654775","title":"美伊协议尚在“拉锯”，以色列下令“猛踩油门”打击黎真主党","subtitle":"","subtitle_show":0,"pub_time":1779754678000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773107","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":669234,"article_id":"2638563702","title":"OpenAI上市在望，软银创历史新高","subtitle":"","subtitle_show":0,"pub_time":1779753857000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773103","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":669238,"article_id":"2638563086","title":"刚果和津巴布韦限制钴、锂出口后，“全球最大铝土矿生产国”几内亚计划6月宣布出口管制措施","subtitle":"","subtitle_show":0,"pub_time":1779753811000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773104","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SETM":1.5},"rights":null},{"id":669131,"article_id":"2638755721","title":"布油盘中跌超7%！报道称伊朗将在与美达成协议30天后重开霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1779740826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773097","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5},"rights":null},{"id":669079,"article_id":"2638559988","title":"挤压风险真实存在！高盛：宏观空头头寸处于10年高位","subtitle":"","subtitle_show":0,"pub_time":1779725139000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773093","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6,"VGT":0.71},"rights":null},{"id":669061,"article_id":"2638556731","title":"荣耀600系列发布：在成本上行中做配置平衡","subtitle":"","subtitle_show":0,"pub_time":1779722848000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773094","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":669056,"article_id":"2638556414","title":"最后关头踩刹车！SEC紧急叫停“代币化美股”计划","subtitle":"","subtitle_show":0,"pub_time":1779722613900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773090","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"KYC":1},"rights":null},{"id":669053,"article_id":"2638564115","title":"等了超二十年，紫金投资的铁矿公司马坑股份终于要上会了","subtitle":"","subtitle_show":0,"pub_time":1779722105000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773089","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FEFmain":1.5},"rights":null},{"id":669007,"article_id":"2638553272","title":"存储产能根本跟不上！美光警告：缺货将持续至2026年后","subtitle":"","subtitle_show":0,"pub_time":1779717030000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773088","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":668999,"article_id":"2638152553","title":"AI繁荣的隐秘真相：数万亿云收入背后的“循环计账游戏”","subtitle":"","subtitle_show":0,"pub_time":1779716977400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773084","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":668996,"article_id":"2638168553","title":"\"全球正在失去信心\"：德国外资项目跌至2009年以来最低点，连续八年下滑","subtitle":"","subtitle_show":0,"pub_time":1779716339000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773086","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6},"rights":null},{"id":668986,"article_id":"2638553634","title":"宇树招股书更新：Q1营收增长放缓至68%，扣非净利润同比下降52.5%，预计上半年营收10.5亿-11.3亿元 | IPO见闻","subtitle":"","subtitle_show":0,"pub_time":1779715430000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773085","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":668949,"article_id":"2638302115","title":"三星实现900层V-NAND原型测试，有望重塑闪存竞争格局","subtitle":"","subtitle_show":0,"pub_time":1779714698600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773082","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5,"SMSD.UK":2},"rights":null},{"id":668730,"article_id":"2638536774","title":"超级IPO“吸血”、中期选举魔咒、收益率攀升……美股今夏危机四伏","subtitle":"","subtitle_show":0,"pub_time":1779712203700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773044","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"HIBL":0.6,"IPOS":1.5,"IVV":0.6,"MMAX":0.6,"NQmain":2,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":668923,"article_id":"2638530511","title":"电子、半导体超级周期爆发，MLCC迎来“爆发时刻”","subtitle":"","subtitle_show":0,"pub_time":1779710952700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773078","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"300285":1.84,"300408":1.81,"605376":1.89,"000636":1.81},"rights":null},{"id":668884,"article_id":"2638537330","title":"跟着散户买！高盛：本土散户支撑本轮亚洲股市反弹","subtitle":"","subtitle_show":0,"pub_time":1779710329400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773077","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AIA":1.5,"EEMA":1.5},"rights":null},{"id":668698,"article_id":"2638350045","title":"谈不拢就动手？鲁比奥：伊朗协议可能就在今天，但若谈判失败，美国将“另寻路径”","subtitle":"","subtitle_show":0,"pub_time":1779710017000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773042","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":668917,"article_id":"2638530536","title":"刀口舔血！神秘瑞士油商勇闯霍尔木兹海峡，套利暴赚6000万美元","subtitle":"","subtitle_show":0,"pub_time":1779709841000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773079","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"BOAT":0.9,"BWET":0.82,"DBC":0.9,"DBE":0.9,"DBO":0.9,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"DWT":0.6,"ERX":0.9,"FTXN":0.9,"BZmain":0.6,"CLmain":0.9,"MCLmain":0.9,"QMmain":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"SCO":0.9,"UCO":0.9,"UGA":0.9,"USE":0.9,"USL":0.9,"USO":0.9,"USOI":0.9,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XOP":0.9},"rights":null},{"id":668814,"article_id":"2638348225","title":"定位通用拣选机器人，寅成智能融资千万美元","subtitle":"","subtitle_show":0,"pub_time":1779703150000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773060","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":668811,"article_id":"2638534821","title":"黑格科技超3亿元C轮落地，光固化3D打印“全栈派”闯关消费级","subtitle":"","subtitle_show":0,"pub_time":1779702670000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773063","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PRNT":1.5},"rights":null},{"id":668784,"article_id":"2638539211","title":"当下还有哪些困境反转机会","subtitle":"","subtitle_show":0,"pub_time":1779701103000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773052","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":668707,"article_id":"2638536562","title":"算力租赁的“下一站”：Token运营","subtitle":"","subtitle_show":0,"pub_time":1779699529300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773048","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.86,"AIPO":0.86,"ARTY":0.86,"CHAT":0.9},"rights":null},{"id":668740,"article_id":"2638398305","title":"“卢比可能已低估”，印度央行行长罕见表态，暗示准备干预！","subtitle":"","subtitle_show":0,"pub_time":1779699244000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773050","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EPI":1.5,"FLIN":1.5,"IMVP":1.5,"INCO":1.5,"IND":1.5,"INDA":1.5,"INDE":1.5,"INDL":1.5,"INDY":1.5,"INQQ":1.5,"NDIA":1.5,"NFTY":1.5,"PIN":1.5,"SCIN":1.5,"SMIN":1.5},"rights":null},{"id":668714,"article_id":"2638536970","title":"美国消费引擎熄火预警：特朗普“退税红包”快花光了","subtitle":"","subtitle_show":0,"pub_time":1779698363000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773039","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"162415":1.5,"VDC":1.5,"XLP":1.5},"rights":null},{"id":668695,"article_id":"2638535009","title":"伊朗：并非即将与美国达成协议，霍尔木兹海峡管理将是伊朗与阿曼之间的事务","subtitle":"","subtitle_show":0,"pub_time":1779696720000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773045","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":668544,"article_id":"2638580456","title":"再度抢滩英国，京东盯上老牌线上零售平台The Very Group","subtitle":"","subtitle_show":0,"pub_time":1779695638000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773037","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09618":1.97,"JD":1.97},"rights":null},{"id":668683,"article_id":"2638535225","title":"三星内部分歧愈演愈烈，非芯片部门工会申请禁令阻投票","subtitle":"","subtitle_show":0,"pub_time":1779694686000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773047","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SSNLF":1.91},"rights":null},{"id":668553,"article_id":"2638580244","title":"历史新高的美股 VS 历史新低的消费信心","subtitle":"","subtitle_show":0,"pub_time":1779692714800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773033","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":1.5,"DDM":0.6,"DIA":0.6,"DOG":0.6,"DXD":0.6,"SDOW":0.6,"UDOW":0.6},"rights":null},{"id":668520,"article_id":"2638095587","title":"“渡边太太”重返战场！AI牛市引爆日本散户狂欢，日股日均成交额飙破10万亿日元","subtitle":"","subtitle_show":0,"pub_time":1779688729000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773034","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BBJP":1.5,"CHAT":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"FLJP":1.5,"JPXN":1.5,"VXUS":1.5},"rights":null},{"id":668411,"article_id":"2638584251","title":"美股最大的风险，可能不是跌，而是空头被迫追涨","subtitle":"","subtitle_show":0,"pub_time":1779683538000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773029","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":668462,"article_id":"2638584234","title":"SpaceX上市板块归属引热议：科技、工业还是通讯服务？","subtitle":"","subtitle_show":0,"pub_time":1779682800000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773022","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":668401,"article_id":"2638584259","title":"高盛交易员：AI之外，市场开始寻找“战后交易”","subtitle":"","subtitle_show":0,"pub_time":1779681347100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773025","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GS":1.5,"GSX":0.6},"rights":null},{"id":668288,"article_id":"2638589034","title":"超级IPO潮来了，美股会被\"抽血\"崩掉吗？","subtitle":"","subtitle_show":0,"pub_time":1779675449000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773017","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":668280,"article_id":"2638589237","title":"A股震荡分化，创业板跌近1%，半导体产业链活跃，寒武纪大涨刷新历史新高，煤炭、电力爆发","subtitle":"","subtitle_show":0,"pub_time":1779674637000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773021","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"399006":1.86,"688256":1.91,"000001":1.87,"03147":0.6,"07234":0.6},"rights":null},{"id":668259,"article_id":"2638896855","title":"从Anthropic收入爆增到OpenAI长期锁算力，AI需求“垂直爆发式”增长，供应瓶颈无处不在","subtitle":"","subtitle_show":0,"pub_time":1779673746000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773018","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":668224,"article_id":"2638865575","title":"摩根大通中国峰会：将“大消费”作为“AI和机器人”配置的资金来源","subtitle":"","subtitle_show":0,"pub_time":1779671087000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773014","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000997.SH":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5,"ROBO":1.5},"rights":null},{"id":668175,"article_id":"2638585257","title":"即便美伊停战，华尔街依旧预期“高利率持续”","subtitle":"","subtitle_show":0,"pub_time":1779669823000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773013","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":668274,"article_id":"2638585665","title":"减重效果堪比手术！礼来RETA成史上最强“减肥神药”，“几年内肥胖将成为罕见病”？","subtitle":"","subtitle_show":0,"pub_time":1779668261000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773011","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.95,"LLYX":0.6,"LLYZ":0.6},"rights":null},{"id":668146,"article_id":"2638585555","title":"特朗普称美伊协议基本谈成，油价大跌，美股期货、黄金同步走高","subtitle":"","subtitle_show":0,"pub_time":1779667984000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3773010","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03418":2,"ESmain":2,"NQmain":2,"YMmain":2},"rights":null},{"id":668110,"article_id":"2638583171","title":"合资新能源跑进\"万台俱乐部\"","subtitle":"","subtitle_show":0,"pub_time":1779666174000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773009","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159875":1.5,"160640":1.5,"399941":1.5,"000941.SH":1.5},"rights":null},{"id":667985,"article_id":"2637058143","title":"什么情况下，本轮AI大行情会结束？","subtitle":"","subtitle_show":0,"pub_time":1779621727000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773004","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":667982,"article_id":"2637330345","title":"“白宫股神”推了“最火的存储”！特朗普公开大赞美光","subtitle":"","subtitle_show":0,"pub_time":1779619783000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3773000","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":667961,"article_id":"2637081473","title":"美伊协议\"罗生门\"：霍尔木兹海峡如何管？高浓缩铀弃不弃？","subtitle":"","subtitle_show":0,"pub_time":1779613297000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772996","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SETM":0.9,"URA":0.9},"rights":null},{"id":667953,"article_id":"2637370835","title":"摩根大通CEO戴蒙坦承：AI终将减少银行业岗位","subtitle":"","subtitle_show":0,"pub_time":1779605148000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772992","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":667943,"article_id":"2637737796","title":"重仓AI芯片还不够，韩国散户再获\"加速器\"：个股杠杆ETF即将登场","subtitle":"","subtitle_show":0,"pub_time":1779601590000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772989","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDN":1.5},"rights":null},{"id":667933,"article_id":"2637372128","title":"即便美伊协议快速达成，汇丰仍认为“通胀影响持续存在，更多央行将加息”","subtitle":"","subtitle_show":0,"pub_time":1779595653000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772987","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HSBC":1.5,"HSBH":0.6,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":667913,"article_id":"2637372390","title":"供不应求却拒绝涨价，日东纺\"市占率保卫战\"背后，豪赌AI玻纤长期景气","subtitle":"","subtitle_show":0,"pub_time":1779592563000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772986","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":667909,"article_id":"2637096374","title":"一季度做了3711笔交易！高频交易、先买后吹，这是“白宫股神”特朗普的交易策略","subtitle":"","subtitle_show":0,"pub_time":1779591240000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772984","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":0.74,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"BULZ":0.9,"GOOG":0.6,"MACW.SI":0.6,"MAGY":0.9,"META":0.6,"MSFT":0.6,"OGE":1,"PTF":0.74,"TSLA":0.6,"VERS":0.74,"WTAI":0.74,"YMAG":0.9},"rights":null},{"id":667906,"article_id":"2637374448","title":"《给阿嬷的情书》是如何炼成的?","subtitle":"","subtitle_show":0,"pub_time":1779588975000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772985","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667882,"article_id":"2637717423","title":"美银Hartnett：这是自铁路泡沫以来最大的泡沫，但在抛售之前，请等待两件事发生","subtitle":"","subtitle_show":0,"pub_time":1779584566000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772981","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.86,"AI":0.86,"AIPO":0.86,"AIYY":0.6,"ARTY":0.86,"CHAT":0.86,"FMS":1,"SPR":1},"rights":null},{"id":667786,"article_id":"2637324832","title":"厄尔尼诺现象下，哪些资产将受益？","subtitle":"","subtitle_show":0,"pub_time":1779579762000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772975","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667801,"article_id":"2637232230","title":"3万亿时代：量化私募由竞速进入淘汰赛","subtitle":"","subtitle_show":0,"pub_time":1779537110000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772977","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667795,"article_id":"2637324284","title":"摩根大通一线调研：中国AI“赚钱时刻”来了，工作流层的价值开始超越基础模型","subtitle":"","subtitle_show":0,"pub_time":1779533657000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772976","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":667776,"article_id":"2637848321","title":"霍尔木兹海峡的“不可能三角”","subtitle":"","subtitle_show":0,"pub_time":1779523782000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772973","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.84,"DBC":0.9,"DBE":0.9,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"ERX":0.9,"FTXN":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.84,"OILK":0.84,"OILT":0.84,"OILU":0.84,"PXE":0.9,"PXJ":0.9,"USE":0.9,"USL":0.84,"USOI":0.84,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XLE":0.66,"XOP":0.74},"rights":null},{"id":667770,"article_id":"2637632941","title":"叮咚买菜等待并入美团，前置仓仍在贡献增长","subtitle":"","subtitle_show":0,"pub_time":1779521057000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772972","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.87,"DDL":1.98,"MPNGY":1.87},"rights":null},{"id":667773,"article_id":"2637232943","title":"美股和美债的“矛盾走势”，接下来谁会赢？","subtitle":"","subtitle_show":0,"pub_time":1779520932000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772970","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BOND":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SGOV":1.5,"SH":0.6,"SHV":1.5,"SHY":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDOW":0.6,"UFIV":1.5,"UPRO":0.6,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":0.6,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":667765,"article_id":"2637329534","title":"AI进入“按量付费与算力配给”时代--Anthropic和DeepSeek告诉我们的事","subtitle":"","subtitle_show":0,"pub_time":1779518556000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772969","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":667756,"article_id":"1153272957","title":"新一轮袭击一触即发？特朗普取消出席儿子婚礼“坐镇白宫”，伊朗警告若再遭袭将开启战斗3.0","subtitle":"","subtitle_show":0,"pub_time":1779510684844,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667746,"article_id":"2637325302","title":"要求“离境申请绿卡”，特朗普“反移民”又出新招","subtitle":"","subtitle_show":0,"pub_time":1779506009000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772964","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667738,"article_id":"2637522323","title":"沃什上任第一天，市场给个“下马威”：预期今年加息！","subtitle":"","subtitle_show":0,"pub_time":1779503427000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772962","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TMV":1.7,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":667735,"article_id":"2637319323","title":"SpaceX、OpenAI、Anthropic“超级IPO”扎堆，美银：这是超级泡沫的重演","subtitle":"","subtitle_show":0,"pub_time":1779500556000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772963","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":667414,"article_id":"2637820345","title":"狂欢落幕？美股“最强财报季”见顶，下周三大宏观重磅恐引爆美债风暴","subtitle":"","subtitle_show":0,"pub_time":1779498000000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772948","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SGOV":1.5,"SH":0.6,"SHV":1.5,"SHY":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDOW":0.6,"UFIV":1.5,"UPRO":0.6,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":667713,"article_id":"1159657918","title":"SpaceX星舰V3完成首飞，马斯克IPO帝国版图迎来关键大考","subtitle":"","subtitle_show":0,"pub_time":1779493304339,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":2,"SPCX":2},"rights":null},{"id":667435,"article_id":"2637459753","title":"美伊和谈陷入“死胡同”？四大核心障碍难逾越","subtitle":"","subtitle_show":0,"pub_time":1779491873000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772949","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667681,"article_id":"2637347415","title":"高通大涨12%创历史新高，AI终端设备浪潮重塑估值","subtitle":"","subtitle_show":0,"pub_time":1779490327000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772956","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.98},"rights":null},{"id":667650,"article_id":"2637334406","title":"宣誓就任美联储主席！沃什：美联储将以改革为导向，未来数年能给美带来无与伦比繁荣","subtitle":"","subtitle_show":0,"pub_time":1779490252000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772951","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":667672,"article_id":"2637347183","title":"报道：Anthropic估值或破9000亿美元超越OpenAI，最快下周完成超300亿美元融资","subtitle":"","subtitle_show":0,"pub_time":1779489375000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772955","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.65,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GOOG":1.72,"GOOP":0.6,"GOOX":0.6,"USAW.SI":0.6,"USJW.SI":0.6},"rights":null},{"id":667653,"article_id":"2637342855","title":"特朗普称伊朗渴望达成协议，伊朗称当前谈判不涉及核问题、分歧严重","subtitle":"","subtitle_show":0,"pub_time":1779483542000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772954","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667569,"article_id":"2637341156","title":"特朗普：告诉沃什放手去做，预计他是位伟大的美联储主席，希望他完全独立","subtitle":"","subtitle_show":0,"pub_time":1779470602000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772950","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":667432,"article_id":"2637979345","title":"HOKA的DTC又跑起来了","subtitle":"","subtitle_show":0,"pub_time":1779466659000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772947","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667450,"article_id":"2637234520","title":"张坤添”新帮手”了，易方达蓝筹深夜公告增聘基金经理","subtitle":"","subtitle_show":0,"pub_time":1779465724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772952","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":667236,"article_id":"2637848348","title":"近600亿收入背后的AI算力叙事，超聚变冲刺创业板IPO","subtitle":"","subtitle_show":0,"pub_time":1779460449000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772946","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159915":1.5,"159967":0.6,"159982":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"03147":0.6,"07234":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"CNXT":1.5,"IPOS":1.5},"rights":null},{"id":667224,"article_id":"2637310110","title":"反向卖出信号！美银：美股呈现典型狂热情绪见顶特征","subtitle":"","subtitle_show":0,"pub_time":1779459635000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772944","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNDW":0.69,"FMS":1},"rights":null},{"id":667410,"article_id":"2637458783","title":"美联储理事沃勒放鹰！称未来加息与降息的概率已“五五开”","subtitle":"","subtitle_show":0,"pub_time":1779459295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772945","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":667104,"article_id":"2637942317","title":"“咆哮年代”回归！美银Hartnett警告：SpaceX超级IPO将引爆史诗级泡沫","subtitle":"","subtitle_show":0,"pub_time":1779457558000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772943","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":667005,"article_id":"2637312965","title":"瑞银百页深度报告：中国化工站上新一轮大周期起点","subtitle":"","subtitle_show":0,"pub_time":1779455901000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772941","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CTO":1,"PB":1,"UBS":0.77},"rights":null},{"id":666953,"article_id":"2637314668","title":"AI宣传全靠“画饼”？Salesforce被曝欺骗性营销，大客户AI功能多为虚构","subtitle":"","subtitle_show":0,"pub_time":1779454753200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772938","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"CRM":2,"CRMG":0.6},"rights":null},{"id":666950,"article_id":"2637663314","title":"阿联酋联手沙特紧急“劝和”特朗普：切勿重启美伊大战","subtitle":"","subtitle_show":0,"pub_time":1779453809000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772940","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GCC":1},"rights":null},{"id":666910,"article_id":"2637706311","title":"年终奖多100倍！三星AI芯片工人多拿40万美元奖金，引发内部不满","subtitle":"","subtitle_show":0,"pub_time":1779453190000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772939","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":666851,"article_id":"2637319450","title":"“新美联储通讯社”：特朗普选沃什本为降息，但市场已开始押注加息","subtitle":"","subtitle_show":0,"pub_time":1779453008000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772936","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":666869,"article_id":"2637319780","title":"每加仑4.5美刀榨干中产！为了省钱加满油，美国人只能不吃牛排、不去酒吧","subtitle":"","subtitle_show":0,"pub_time":1779450950000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772937","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAA":1,"BNO":0.9,"BWET":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.79,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.79,"ERX":0.9,"FTXN":0.9,"RBmain":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"UDN":0.68,"UGA":0.79,"USE":0.9,"USL":0.9,"USOI":0.9,"UUP":0.68,"VDE":0.9,"WTIU":0.9,"XES":0.9},"rights":null},{"id":666811,"article_id":"2637319525","title":"单月狂吸13亿美金！SpaceX上市引爆华尔街，美国太空主题ETF正被疯狂买爆","subtitle":"","subtitle_show":0,"pub_time":1779450790000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772935","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FAZ":1.5,"FDN":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":666314,"article_id":"2637139141","title":"AI巨无霸排队上市，会是美股“最后的狂欢”吗？","subtitle":"","subtitle_show":0,"pub_time":1779450053000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772905","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IPOS":1.5,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":666727,"article_id":"2637165063","title":"日本央行行长：高市早苗希望央行采取“适当政策”","subtitle":"","subtitle_show":0,"pub_time":1779448052000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772932","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"HEWJ":1.5,"JPXN":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":666363,"article_id":"2637391033","title":"今晚，美联储正式换帅，“沃什时代”来了！","subtitle":"","subtitle_show":0,"pub_time":1779443778000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772906","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":666452,"article_id":"2637392710","title":"GPU后，黄仁勋想打造“CPU帝国”","subtitle":"","subtitle_show":0,"pub_time":1779440266000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772918","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":666461,"article_id":"2637392703","title":"拆解菜鸟ZeeBot：一款\"攀爬机器人\"背后的物流科技账本","subtitle":"","subtitle_show":0,"pub_time":1779439051000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772922","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89988":0.6,"02618":1.5,"09988":1.5,"BABA":0.6,"ALBmain":0.6,"HBBD.SI":0.6,"ROBO":1.5},"rights":null},{"id":666455,"article_id":"2637939277","title":"雅戈尔完成代际交棒，李寒穷接掌340亿市值","subtitle":"","subtitle_show":0,"pub_time":1779439034000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772921","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600177":1.5},"rights":null},{"id":666366,"article_id":"2637383394","title":"连遭宕机+黑客入侵！微软接手8年后，GitHub正在瓦解","subtitle":"","subtitle_show":0,"pub_time":1779437655000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772915","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.96,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":666271,"article_id":"2637391577","title":"谷歌要毁掉互联网？当搜索变成AI管家，你再也不需要点开任何网站","subtitle":"","subtitle_show":0,"pub_time":1779436651000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772914","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.98,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":666268,"article_id":"2637915933","title":"AMD苏姿丰：全球CPU供不应求，公司每季度都在扩产","subtitle":"","subtitle_show":0,"pub_time":1779436572000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772913","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMD":1.97,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6},"rights":null},{"id":666240,"article_id":"2637391390","title":"Z世代求稳、银发族悦己，中国消费市场呈现“理性升级”","subtitle":"","subtitle_show":0,"pub_time":1779435651000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772912","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHIQ":1.5},"rights":null},{"id":666233,"article_id":"2637391392","title":"3000亿注资特别国债启动发行，工行农行核心资本补充步入实操阶段","subtitle":"","subtitle_show":0,"pub_time":1779435621000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772911","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5},"rights":null},{"id":666237,"article_id":"2637913973","title":"挂钩长期价值与风险约束，平安明确高管薪酬中绩效占比不低于50%","subtitle":"","subtitle_show":0,"pub_time":1779435592000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772910","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82318":0.6,"601318":0.6,"02318":0.9,"03145":0.6,"PAImain":0.6,"HPAD.SI":0.6,"LU":0.6,"PNGAY":0.6},"rights":null},{"id":666220,"article_id":"2637758399","title":"野村重磅报告：从硅到玻璃，从GPU到光通信，AI正在重塑整个半导体产业链！","subtitle":"","subtitle_show":0,"pub_time":1779435581000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772908","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688126":1.73,"03145":0.6,"04335":1.77,"AVGG":0.6,"AVGO":1.73,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"INTC":1.77,"INTW":0.6,"LINT":0.6,"STSM":0.6,"TSM":1.9,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":666157,"article_id":"2637395146","title":"SpaceX自曝：最大资产和最大风险都是同一个人——马斯克","subtitle":"","subtitle_show":0,"pub_time":1779432015000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772903","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.85,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":666131,"article_id":"2637393421","title":"恒生指数今日季度审议！智谱、MiniMax纳入指数又进一步，股价双双飙升","subtitle":"","subtitle_show":0,"pub_time":1779430800000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772902","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00100":2,"02513":2},"rights":null},{"id":666121,"article_id":"2637393612","title":"化肥断、油价涨、旱情重、厄尔尼诺来袭，全球粮荒最快6个月后爆发！","subtitle":"","subtitle_show":0,"pub_time":1779430020000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772899","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":666087,"article_id":"1192697522","title":"近千亿美元抛压在即！美股史上最大IPO要来，Mag7却危险了","subtitle":"","subtitle_show":0,"pub_time":1779429115180,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07388":0.6,"07766":0.6,"07788":0.6,"09366":0.6,"09766":0.6,"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZD":0.6,"AMZN":2,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ANV":0.6,"APLY":0.6,"AZYY":0.6,"CRSH":0.6,"DIPS":0.6,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":2,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":666069,"article_id":"2637398185","title":"千亿美元抛压在即！美股史上最大IPO要来，Mag7却危险了","subtitle":"","subtitle_show":0,"pub_time":1779428118000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772900","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5,"SPCX":1.5},"rights":null},{"id":665931,"article_id":"2637678393","title":"智利国家铜业虚报产量，铜产量跌至27年最低","subtitle":"","subtitle_show":0,"pub_time":1779427178800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772893","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":666022,"article_id":"2637636094","title":"珀莱雅拟拿下花知晓控制权，或迎第二个年收入10亿级彩妆品牌","subtitle":"","subtitle_show":0,"pub_time":1779424841000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772898","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603605":1.5},"rights":null},{"id":665924,"article_id":"2637362230","title":"AI科技股涨到哪里该卖？","subtitle":"","subtitle_show":0,"pub_time":1779420462000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772891","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02834":0.6,"03034":0.6,"03086":1.5,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"TTTN":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":665921,"article_id":"2637362235","title":"印尼激进加息背后：东南亚央行集体鹰派转向","subtitle":"","subtitle_show":0,"pub_time":1779420239000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772892","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":665593,"article_id":"2637369962","title":"边涨边撤！全球投资者大幅撤离韩国股市，5月已流出220亿","subtitle":"","subtitle_show":0,"pub_time":1779418766900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772883","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2.1,"07747":2.1,"EEMO":1.5,"EWY":2,"FLKR":2,"KDEF":2,"KORU":2,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":665855,"article_id":"2637769364","title":"联想全年营收5900亿元，三大业务均实现双位数增长，股价大涨13%、创二十六年来新高｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1779418713000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772890","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00992":1.5},"rights":null},{"id":665845,"article_id":"2637364294","title":"摩根大通警告：美债利率，正在成为美股的“致命问题”","subtitle":"","subtitle_show":0,"pub_time":1779418420000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772889","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBND":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"JPX":0.6,"PGF":1.5},"rights":null},{"id":665757,"article_id":"2637165361","title":"创业板涨超2%，算力硬件大爆发，PCB、光模块齐涨，恒科指涨超1%，联想暴涨12%","subtitle":"","subtitle_show":0,"pub_time":1779415567000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772886","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80992":0.6,"159967":0.6,"399001":0.6,"399006":1.92,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001":1.86,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"00992":1.9,"02837":0.6,"03032":0.6,"03033":0.6,"03067":0.6,"03088":0.6,"03147":0.6,"03417":0.6,"03423":0.6,"07234":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"LNVGY":1.9},"rights":null},{"id":665752,"article_id":"2637361161","title":"印尼商品管制引发恐慌，棕榈油现货价2天暴跌超30%","subtitle":"","subtitle_show":0,"pub_time":1779415074000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772884","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":665566,"article_id":"2637369352","title":"OpenAI最快9月上市？Altman：上市时机仍存变数","subtitle":"","subtitle_show":0,"pub_time":1779415032900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772882","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":665659,"article_id":"2637061369","title":"收益率飙升！美国债务正逼近经济学家口中的“Oh Shit时刻”","subtitle":"","subtitle_show":0,"pub_time":1779414456000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772881","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"US10Y.BOND":0.61,"US12M.BOND":0.61,"US2Y.BOND":0.61,"US30Y.BOND":0.71,"US3Y.BOND":0.61,"US5Y.BOND":0.61,"US6M.BOND":0.61,"US7Y.BOND":0.61},"rights":null},{"id":665532,"article_id":"2637366315","title":"不算三星和海力士，韩股动态市盈率12倍！瑞银：估值很合理，看好韩股","subtitle":"","subtitle_show":0,"pub_time":1779411914100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772879","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":665300,"article_id":"2637506993","title":"OpenAI一季度营收近57亿美元，但用户增长停滞、亏损仍深","subtitle":"","subtitle_show":0,"pub_time":1779410752000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772872","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GOOG":2,"GOOP":0.6,"GOOX":0.6,"ZM":2},"rights":null},{"id":665463,"article_id":"2637363200","title":"英伟达Vera Rubin机架售价780万美元，是Blackwell的2倍！不只是内存，几乎所有组件都在涨价","subtitle":"","subtitle_show":0,"pub_time":1779410473700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772875","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":665498,"article_id":"2637336524","title":"礼来减肥新药三期实验成功：最高剂量患者平均减重28.3%，逼近减肥手术效果","subtitle":"","subtitle_show":0,"pub_time":1779410469000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772878","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.98,"LLYX":0.6,"LLYZ":0.6},"rights":null},{"id":665445,"article_id":"2637363428","title":"供应受损与需求放缓博弈，油市形成“100美元天花板”共识","subtitle":"","subtitle_show":0,"pub_time":1779408807000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772876","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":665455,"article_id":"2637363266","title":"量化大厂，重金“撒向”学术圈","subtitle":"","subtitle_show":0,"pub_time":1779408792000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772877","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.72,"ARTY":0.72,"CHAT":0.72},"rights":null},{"id":665126,"article_id":"2637945359","title":"报道：尽管霍尔木兹海峡受阻，OPEC+领导国仍预计将提高7月石油产量目标","subtitle":"","subtitle_show":0,"pub_time":1779405108500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772864","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"BZmain":0.6,"CLmain":1.5,"DBC":1.5,"DBE":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":0.6,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":665325,"article_id":"2637336886","title":"减重神药或能抑制癌症发展，诺和诺德、礼来迎重磅利好","subtitle":"","subtitle_show":0,"pub_time":1779403947000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772873","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.93,"LLYX":0.6,"LLYZ":0.6,"NVO":1.94,"NVOH":0.6,"NVOX":0.6},"rights":null},{"id":665272,"article_id":"2637835746","title":"土耳其法院判决“颠覆”最大反对党，股指暴跌6%，国有行紧急抛售60亿美元捍卫里拉","subtitle":"","subtitle_show":0,"pub_time":1779398993000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772871","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":665109,"article_id":"2637359819","title":"鲁比奥谨慎看美伊谈判，但报道称协议最终草案达成，原油跳水、三大美股指转涨","subtitle":"","subtitle_show":0,"pub_time":1779389672000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772865","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":665077,"article_id":"2637592356","title":"小米核心SKU再加码：YU7补齐价格带，17 Max守住定价力","subtitle":"","subtitle_show":0,"pub_time":1779387444000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772861","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81810":0.6,"01810":1.96,"HXXD.SI":0.6,"XIACY":1.96},"rights":null},{"id":664945,"article_id":"2637358347","title":"史上最热IPO来袭：SpaceX首次向散户开放认购通道，6月8日启动路演","subtitle":"","subtitle_show":0,"pub_time":1779379275000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772857","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":664717,"article_id":"2637701332","title":"高盛英伟达财报点评：AI算力资本支出浪潮尚未触顶","subtitle":"","subtitle_show":0,"pub_time":1779376538000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772853","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"GS":1.9,"GSX":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":664657,"article_id":"2637334747","title":"美国5月制造业PMI初值超预期升至55.3，服务业小幅回落","subtitle":"","subtitle_show":0,"pub_time":1779372876000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772855","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":664435,"article_id":"2637331144","title":"微软Maia芯片终于等来大客户？Anthropic入局或改写云计算竞争格局","subtitle":"","subtitle_show":0,"pub_time":1779370823000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772854","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"META":1.84,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.97,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":1.85,"TSLA":0.6},"rights":null},{"id":664427,"article_id":"2637233166","title":"SpaceX IPO引发大地震：大资金不满AB股设置，马斯克需在火星建成100万居民殖民地","subtitle":"","subtitle_show":0,"pub_time":1779370454000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772852","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.86,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":664134,"article_id":"2637335503","title":"SpaceX招股书被忽视的细节：Anthropic每年砸150亿美元租马斯克的GPU","subtitle":"","subtitle_show":0,"pub_time":1779366389400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772834","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"DXYZ":1.8,"SPCX":2,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":664126,"article_id":"2637355703","title":"同程旅行Q1营收50亿元：酒店管理成最大增量，度假业务下滑5%","subtitle":"","subtitle_show":0,"pub_time":1779365721000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772846","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00780":1.5},"rights":null},{"id":664089,"article_id":"2637335338","title":"闪送Q1降本换利润，但增长难题未解","subtitle":"","subtitle_show":0,"pub_time":1779365384000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772845","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FLX":1.5},"rights":null},{"id":664037,"article_id":"2637333932","title":"大摩拆解英伟达Rubin：GPU不再独占蛋糕，PCB、MLCC、ABF价值集体起飞","subtitle":"","subtitle_show":0,"pub_time":1779364701400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772842","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":664092,"article_id":"2637633538","title":"京东方：未与英伟达合作，玻璃基板等业务未来2-3年无法对业绩产生重大影响","subtitle":"","subtitle_show":0,"pub_time":1779364523000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772844","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000725":1.97,"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.86,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":663955,"article_id":"2637338213","title":"沃尔玛Q1营收超预期，电商狂奔、广告猛增，但燃料成本正在“吃掉”利润｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1779363213000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772838","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"WMT":1.5},"rights":null},{"id":663926,"article_id":"1155827377","title":"小米新品发布会：大屏旗舰17 Max售价4799元起，跑车级SUV YU7 GT震撼上市","subtitle":"","subtitle_show":0,"pub_time":1779362799591,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"81810":0.6,"01810":1.5,"IEMG":1.5,"IPOS":1.5,"XIACY":0.6},"rights":null},{"id":663912,"article_id":"2637338510","title":"英伟达一季报堪称完美，除了一点！","subtitle":"","subtitle_show":0,"pub_time":1779362542000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772840","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":663687,"article_id":"2637538277","title":"蔚来Q1营收同比增112%，新车交付大增98%，整车毛利率创四年来新高｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1779359644000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772833","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09866":1.97,"EVS.SI":0.6,"NIO":1.97,"NIO.SI":1.97,"NIOG":0.6},"rights":null},{"id":663753,"article_id":"2637638745","title":"霸王茶姬把夏天生意卷到Gelato柜台前","subtitle":"","subtitle_show":0,"pub_time":1779359563000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772836","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHA":1.97},"rights":null},{"id":663637,"article_id":"2637382445","title":"“以价换量”告一段落？特海国际一季度利润率修复","subtitle":"","subtitle_show":0,"pub_time":1779356413000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772832","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09658":1.5,"HDL":1.5},"rights":null},{"id":663073,"article_id":"2637881053","title":"英伟达一季报：第四次盘后下跌背后，三条增长曲线正在收敛","subtitle":"","subtitle_show":0,"pub_time":1779355566000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772817","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":663391,"article_id":"2637389615","title":"当MuleRun开始放手：一次有关AI Native的组织验证","subtitle":"","subtitle_show":0,"pub_time":1779355563000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772829","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":663267,"article_id":"2637855663","title":"FOMC纪要再放鹰声，花旗却力挺降息：市场错判了沃什","subtitle":"","subtitle_show":0,"pub_time":1779352428000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772814","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"C":1.92,"FLGV":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"TFJL":0.6,"TLH":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":663236,"article_id":"2637441383","title":"高盛：5月全球原油库存日均降幅创纪录，达870万桶","subtitle":"","subtitle_show":0,"pub_time":1779352187000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772818","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.87,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"DWT":0.6,"ERX":0.9,"FTXN":0.9,"BZmain":0.6,"CLmain":0.9,"QMmain":0.9,"GSX":0.6,"GUSH":0.9,"IEA":1,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"SCO":0.9,"UCO":0.9,"UGA":0.87,"USE":0.9,"USL":0.9,"USO":0.9,"USOI":0.9,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XOP":0.74},"rights":null},{"id":663233,"article_id":"2637383417","title":"近七成美国人反对建数据中心，但高尔夫球场用水是数据中心的12倍以上","subtitle":"","subtitle_show":0,"pub_time":1779352184000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772822","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":663230,"article_id":"2637383445","title":"00后创业具身智能，5个月融资5亿","subtitle":"","subtitle_show":0,"pub_time":1779350839000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772820","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161022":1.5},"rights":null},{"id":663184,"article_id":"2637699383","title":"俄罗斯今年已抛售逾40亿美元黄金，储备降至2022年初来最低","subtitle":"","subtitle_show":0,"pub_time":1779350677000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772813","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":0.9,"BAR":0.9,"BEGS":0.9,"BTGD":0.9,"CEF":0.9,"DBC":0.9,"DGP":0.9,"DULL":0.9,"DUST":0.9,"DZZ":0.9,"FGDL":0.9,"1OZmain":0.9,"GCmain":0.9,"MGCmain":0.9,"QOmain":0.9,"SGCmain":0.6,"SGUmain":0.6,"GBUG":0.9,"GDX":0.9,"GDXD":0.9,"GDXJ":0.9,"GDXU":0.9,"GDXY":0.9,"GLD":0.6,"GLDM":0.9,"GLL":0.9,"GLTR":0.9,"GOAU":0.9,"GOLY":0.9,"IAU":0.9,"IAUI":0.9,"IAUM":0.9,"IGLD":0.6,"JDST":0.9,"JNUG":0.9,"NUGT":0.6,"OUNZ":0.9,"PALL":0.9,"PHYS":0.9,"PICK":0.9,"RING":0.9,"SGDM":0.9,"SGOL":0.9,"SHNY":0.9,"UGL":0.9,"USG":0.9,"UYM":0.9,"XME":0.9},"rights":null},{"id":663079,"article_id":"2637884573","title":"EIA预测：2050年数据中心耗电量将是2020年的16倍","subtitle":"","subtitle_show":0,"pub_time":1779349996000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772810","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5,"EIA":1.5},"rights":null},{"id":663055,"article_id":"2637388687","title":"诺基亚、Aixtron等欧洲AI硬件股年内翻倍，最高涨幅近200%","subtitle":"","subtitle_show":0,"pub_time":1779349548000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772812","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"LNOK":0.6,"NOK":1.5},"rights":null},{"id":663051,"article_id":"2637388343","title":"沃什会向特朗普妥协吗？一文盘点白宫与美联储70年权力暗战","subtitle":"","subtitle_show":0,"pub_time":1779349166000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772805","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"NQmain":2,"PBDC":1.5,"QQQ":2,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"SQQQ":2,"SVIX":0.6,"SVXY":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":2,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"UVIX":0.6,"UVXY":0.6,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":1.5,"VXX":2,"YMmain":2},"rights":null},{"id":663027,"article_id":"2637580031","title":"韩国5月前20天半导体出口大增202%，DRAM出口额同比飙升498%","subtitle":"","subtitle_show":0,"pub_time":1779347861000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772803","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159582":1.5,"CHPS":1.5,"CHPY":1.5,"DRAM":1.5,"FTXL":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"VGT":1.5,"XSD":1.5},"rights":null},{"id":663467,"article_id":"2637381472","title":"等不及IPO了！散户连夜涌入SpaceX“预上市永续合约”","subtitle":"","subtitle_show":0,"pub_time":1779346435000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772800","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":662913,"article_id":"2637047068","title":"英伟达业绩创下最佳的一次“超预期”，为何华尔街还嫌不“完美”？","subtitle":"","subtitle_show":0,"pub_time":1779344091000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772797","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":662910,"article_id":"2637040938","title":"印度考虑所有选项来应对卢比暴跌，包括加息","subtitle":"","subtitle_show":0,"pub_time":1779343955000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772799","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":662867,"article_id":"2637010218","title":"从TACO到FOMO：散户如何将特朗普的市场冲击炼成“交易手册”","subtitle":"","subtitle_show":0,"pub_time":1779343215000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772793","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FOMO":1.5,"TACO":1.5},"rights":null},{"id":662849,"article_id":"2637032801","title":"外资4月净流入A股约2000亿元，创今年1月以来新高","subtitle":"","subtitle_show":0,"pub_time":1779342361000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772798","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":662834,"article_id":"2637011578","title":"前美国财长鲁宾：别被股市新高麻痹，美国经济定时炸弹正在计时","subtitle":"","subtitle_show":0,"pub_time":1779341987000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772792","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBSB":0.6,"BOND":1.5,"BSV":1.5,"BWX":0.6,"BWZ":0.6,"DBA":1.5,"DBND":1.5,"DRN":1.5,"DRV":1.5,"EDV":1.5,"FLGV":0.6,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":0.6,"IEI":1.5,"IGOV":0.6,"ITB":1.5,"IYR":1.5,"MINT":1.5,"NAIL":1.5,"PBDC":1.5,"SCHH":1.5,"SCHO":1.5,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBIL":1.5,"TBJL":0.6,"TBT":1.5,"TFJL":0.6,"TLH":0.6,"TLT":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6,"TYO":1.5,"UBT":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VDC":1.5,"VGLT":1.5,"XHB":1.5,"XLP":1.5,"XLRE":1.5,"XRT":1.5,"ZROZ":1.5},"rights":null},{"id":662745,"article_id":"2637806600","title":"孩之宝Q1净利翻倍，卡牌游戏“单骑救主”","subtitle":"","subtitle_show":0,"pub_time":1779340648000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772786","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"HAS":1.5},"rights":null},{"id":662309,"article_id":"2637870850","title":"8000人大裁员后安抚员工！扎克伯格承诺：今年不再进行“公司级别”裁员","subtitle":"","subtitle_show":0,"pub_time":1779334050800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772775","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AIPO":0.9,"ARTY":0.9,"BULZ":0.9,"CHAT":0.9,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"MAGY":0.9,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"SOCL":0.9,"YMAG":0.9},"rights":null},{"id":662539,"article_id":"2637081408","title":"困扰人类80年的数学难题，被AI破解了！奥特曼：感受很复杂","subtitle":"","subtitle_show":0,"pub_time":1779329733000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772780","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":662738,"article_id":"2637066018","title":"雾芯科技Q1营收翻倍，国际化成效显著","subtitle":"","subtitle_show":0,"pub_time":1779329466000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772783","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"RLX":1.5},"rights":null},{"id":662472,"article_id":"2637808376","title":"AI代理的CPU时代：x86 vs ARM","subtitle":"","subtitle_show":0,"pub_time":1779329454200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772779","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMD":1.96,"ARM":1.97,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6,"INTC":1.96,"NVDA":1.88},"rights":null},{"id":662512,"article_id":"2637808655","title":"AH股齐涨：创业板涨超2%，算力硬件活跃，券商爆发，恒科指涨1%，半导体继续拉升","subtitle":"","subtitle_show":0,"pub_time":1779328965000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772781","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159582":1.5,"159915":1.5,"159967":0.6,"159982":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"02837":0.6,"03032":0.6,"03033":0.6,"03067":0.6,"03088":0.6,"03147":0.6,"03417":0.6,"03423":0.6,"07226":1.5,"07234":0.6,"07552":0.6,"09067":0.6,"09088":0.6,"CHPS":1.5,"CHPY":1.5,"CNXT":1.5,"FTXL":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"VGT":1.5,"XSD":1.5},"rights":null},{"id":662416,"article_id":"2637870211","title":"已有10%美国人服用，GLP-1正在重塑制药、食品、饮料和餐饮行业","subtitle":"","subtitle_show":0,"pub_time":1779328039000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772776","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159151":1.5,"01477":1.5,"GLP":1.5},"rights":null},{"id":662371,"article_id":"2637870110","title":"美伊谈判提振亚太股市，韩股大涨6%、一度触发熔断，软银涨近20%","subtitle":"","subtitle_show":0,"pub_time":1779327326000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772777","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":662313,"article_id":"2637870863","title":"6月，人类第一个“万亿富豪”即将诞生：埃隆·马斯克","subtitle":"","subtitle_show":0,"pub_time":1779326115000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772771","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"IPOS":0.71,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.81,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":662253,"article_id":"2637773068","title":"半导体出货狂飙！日本4月出口增速14.8%，远超预期","subtitle":"","subtitle_show":0,"pub_time":1779325343000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772774","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SOX":1.88},"rights":null},{"id":662130,"article_id":"2637741578","title":"印尼大幅强化资源出口管控！成立国企，总统称“成为从棕榈油、煤炭到铁合金等所有资源唯一出口商”","subtitle":"","subtitle_show":0,"pub_time":1779322038000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772768","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161032":1.5},"rights":null},{"id":661668,"article_id":"2637373873","title":"三星罢工危机暂解，加薪6.2%，芯片部门按业绩10.5%计提奖金，以税后股票发放","subtitle":"","subtitle_show":0,"pub_time":1779321064600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772758","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07347":2.1,"07747":2.1,"SSNLF":1.96},"rights":null},{"id":661924,"article_id":"2637987994","title":"贝索斯专访：为亿万富翁辩护，反对过早监管AI，特朗普\"比第一任期更成熟\"","subtitle":"","subtitle_show":0,"pub_time":1779316317000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772766","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.9,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"USAW.SI":0.6},"rights":null},{"id":661906,"article_id":"2637007876","title":"英伟达电话会：CFO称需求在加速，黄仁勋称Vera Rubin全周期供应受限","subtitle":"","subtitle_show":0,"pub_time":1779314808000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772763","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":661899,"article_id":"2637215876","title":"SpaceX提交IPO招股书：2028年部署轨道算力卫星，马斯克奖励与火星百万人口挂钩","subtitle":"","subtitle_show":0,"pub_time":1779314052000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772765","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"DXYZ":1.8,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":661864,"article_id":"2637587696","title":"Anthropic将迎首个盈利季度！本季营收翻倍冲上109亿美元","subtitle":"","subtitle_show":0,"pub_time":1779312697000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772764","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.63,"DXYZ":0.61,"UFO":0.6},"rights":null},{"id":661592,"article_id":"2637111820","title":"美联储会议纪要放鹰：多数官员支持通胀持续高企时加息，多人倾向删除宽松倾向","subtitle":"","subtitle_show":0,"pub_time":1779306111000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772756","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":661542,"article_id":"2637827384","title":"从聊天框到流水线：AI开始渗透义乌的小店与工厂","subtitle":"","subtitle_show":0,"pub_time":1779302442000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772753","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":661470,"article_id":"2637882110","title":"特朗普一句话击穿油市！布油盘中跌超7%，美国库存创纪录暴跌也挡不住","subtitle":"","subtitle_show":0,"pub_time":1779295671000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772754","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5},"rights":null},{"id":661441,"article_id":"2637213118","title":"前白宫顾问警告：石油危机正逼近美国，美债收益率恐全线失控","subtitle":"","subtitle_show":0,"pub_time":1779294023000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772743","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":661289,"article_id":"2636982571","title":"联想加入Mini-AI主机战局","subtitle":"","subtitle_show":0,"pub_time":1779288842000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772750","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80992":0.6,"00992":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"LNVGY":0.6},"rights":null},{"id":660722,"article_id":"2636089844","title":"美股牛市最大的敌人，不是通胀，而是消费停滞？","subtitle":"","subtitle_show":0,"pub_time":1779286546000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772736","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":661091,"article_id":"2636823836","title":"BOSS直聘付费企业客户达710万，但增长天花板在逼近","subtitle":"","subtitle_show":0,"pub_time":1779285411000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772745","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BZ":1.5},"rights":null},{"id":661034,"article_id":"2636828950","title":"AI交易被挤爆：存储链拥挤到极值，英伟达等巨无霸却被集体“晾在一边”","subtitle":"","subtitle_show":0,"pub_time":1779284687000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772742","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1.91,"AMZN":1.85,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"GOOGL":1.87,"META":0.6,"MSFT":1.9,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.95,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNDX":1.92,"SNVD.UK":0.6,"STX":1.85,"TSLA":0.6},"rights":null},{"id":660786,"article_id":"2636842725","title":"Meta大裁员，扎克伯格坦承：AI正在\"学习\"员工，并逐步取代他们","subtitle":"","subtitle_show":0,"pub_time":1779281294600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772741","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BULZ":1.5,"CHAT":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"MAGY":1.5,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"SOCL":1.5,"YMAG":1.5},"rights":null},{"id":660754,"article_id":"2636305842","title":"智元旗下擎天租融资二连击，估值已达70亿元","subtitle":"","subtitle_show":0,"pub_time":1779279914000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772740","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":0.9},"rights":null},{"id":660637,"article_id":"2636834844","title":"别只盯着绝对高度！高盛：美债收益率变动速度也是美股“杀手”","subtitle":"","subtitle_show":0,"pub_time":1779279656000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772735","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":660625,"article_id":"2636841057","title":"历史的回响：1920年代前车之鉴，高利率这次能否改写AI泡沫结局？","subtitle":"","subtitle_show":0,"pub_time":1779277953000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772733","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"02834":0.6,"03034":0.6,"03086":0.6,"03455":0.6,"07261":0.6,"07266":0.6,"07522":0.6,"07568":0.6,"09086":0.6,"09834":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":660622,"article_id":"2636766841","title":"别慌！网络安全专家：Mythos引发的“黑客恐慌”被严重夸大了","subtitle":"","subtitle_show":0,"pub_time":1779277180000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772734","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BUG":1.5,"CIBR":1.5,"IHAK":1.5,"TEKX":1.5},"rights":null},{"id":660574,"article_id":"2636383841","title":"AI服务器换代浪潮来袭，高盛：高端铜箔有效供应严重不足，供应缺口或成未来三年\"新常态\"","subtitle":"","subtitle_show":0,"pub_time":1779276556000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772731","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":660010,"article_id":"2636814071","title":"美股狂欢还能持续多久？富人现金耗尽，市场脆弱性上升","subtitle":"","subtitle_show":0,"pub_time":1779275897400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772715","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":660500,"article_id":"2636849963","title":"沃什上台能逆转美债利率上行吗？","subtitle":"","subtitle_show":0,"pub_time":1779274965000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772726","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"TFJL":0.6,"TLH":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":660440,"article_id":"2636310849","title":"化肥贵、天气旱！亚洲大米价格飙升至一年新高","subtitle":"","subtitle_show":0,"pub_time":1779274791000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772730","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":660359,"article_id":"2636001845","title":"印度准备重启霍尔木兹海峡过境，派油轮赴中东装货","subtitle":"","subtitle_show":0,"pub_time":1779273301000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772729","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BWET":1.5,"MNDmain":1.5},"rights":null},{"id":660148,"article_id":"2636812027","title":"惊掉下巴！SpaceX上市在即，这两家顶级VC各赚600亿美元","subtitle":"","subtitle_show":0,"pub_time":1779270008000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772718","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPO001":2},"rights":null},{"id":660054,"article_id":"2636812743","title":"SpaceX即将公布招股书，这是五大看点","subtitle":"","subtitle_show":0,"pub_time":1779267470600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772712","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPO001":2,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":660042,"article_id":"2636812261","title":"伊朗革命卫队警告称若再遭袭，战火将溢出中东；美军加油机现身以色列机场","subtitle":"","subtitle_show":0,"pub_time":1779266567000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772720","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":660007,"article_id":"2636814002","title":"始祖鸟、萨洛蒙双线放量  亚玛芬增长押向女性和鞋","subtitle":"","subtitle_show":0,"pub_time":1779265545000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772721","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":660013,"article_id":"2636981407","title":"霍尔木兹+厄尔尼诺双杀，花旗警告：大宗商品恐爆发超级通胀风暴！","subtitle":"","subtitle_show":0,"pub_time":1779265372000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772710","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161715":1.5,"000979.SH":1.5},"rights":null},{"id":659959,"article_id":"2636930814","title":"OpenAI等AI巨头IPO是想风险转嫁：把泡沫卖给散户和养老金？","subtitle":"","subtitle_show":0,"pub_time":1779264794000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772716","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":659956,"article_id":"2636814934","title":"飞猪推出酒店商家智能助理，在线旅游平台开始用AI抢商家","subtitle":"","subtitle_show":0,"pub_time":1779264143000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772717","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":659895,"article_id":"2636381977","title":"沃什的第一道死局","subtitle":"","subtitle_show":0,"pub_time":1779263341000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772711","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"TFJL":0.6,"TLH":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":659932,"article_id":"2636881111","title":"发改委郑栅洁：深入整治“内卷式”竞争，积极扩大有效益的投资","subtitle":"","subtitle_show":0,"pub_time":1779263017000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772713","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":659919,"article_id":"2636781154","title":"美银：三个催化剂，可逆转日元颓势","subtitle":"","subtitle_show":0,"pub_time":1779262799000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772705","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":659870,"article_id":"2636819388","title":"不满足于卖铲子！黄仁勋16个月砸900亿美元，几乎把整个AI圈投了个遍","subtitle":"","subtitle_show":0,"pub_time":1779261411000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772707","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6},"rights":null},{"id":659911,"article_id":"2636181900","title":"全球长债收益率高企，股市普遍承压下跌，现货白银日内涨2%","subtitle":"","subtitle_show":0,"pub_time":1779260771000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772708","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CTA":1,"DUG":0.84,"UDN":0.84,"UUP":0.84},"rights":null},{"id":659853,"article_id":"2636816212","title":"戛纳电影节“大爆粗口”，毕业典礼嘘声四起——“抵制AI”已成浪潮","subtitle":"","subtitle_show":0,"pub_time":1779260761000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772704","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":659800,"article_id":"2636046815","title":"2007年幽灵重现？债市拉响警报：廉价资金时代或走向终结！","subtitle":"","subtitle_show":0,"pub_time":1779259456000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772700","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6,"AAVE.USD.CC":1.5,"AAVE.USD.HKCC":1.5},"rights":null},{"id":659704,"article_id":"2636281816","title":"市场暂时松了口气，日本超长期国债拍卖意外走强，收益率应声骤降逾10基点","subtitle":"","subtitle_show":0,"pub_time":1779256402400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772696","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5},"rights":null},{"id":659419,"article_id":"2636891771","title":"为获取AI训练数据，硅谷巨头们纷纷向自家员工“下手”","subtitle":"","subtitle_show":0,"pub_time":1779253743400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772685","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":659653,"article_id":"2636890189","title":"银行扩表换挡：百万亿持债时代","subtitle":"","subtitle_show":0,"pub_time":1779252431000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772694","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":659526,"article_id":"2636940268","title":"调解无果！三星工会称将于明日举行罢工，期间仍愿意进行谈判","subtitle":"","subtitle_show":0,"pub_time":1779246972000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772689","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":659514,"article_id":"2636894727","title":"日本财长：如有必要将“大胆行动”，防止日元继续走弱","subtitle":"","subtitle_show":0,"pub_time":1779246819000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772688","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":659863,"article_id":"2636896228","title":"英伟达财报倒计时！超预期基本没悬念，但华尔街最关心这五个问题","subtitle":"","subtitle_show":0,"pub_time":1779245675900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772680","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":659404,"article_id":"2636129891","title":"OpenAI首开先河！“长协锁产能”已充斥AI上游，如今下游也开始了？","subtitle":"","subtitle_show":0,"pub_time":1779244147000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772681","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":659400,"article_id":"2636891151","title":"谷歌AI负责人投了“最大竞争对手之一”Anthropic的“天使轮”","subtitle":"","subtitle_show":0,"pub_time":1779242196000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772676","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":1.94,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":659347,"article_id":"2636991038","title":"美股芯片股已严重超买！美银警告：历史7次类似信号后平均暴跌44%","subtitle":"","subtitle_show":0,"pub_time":1779242117000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772678","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SMH":1.97,"SOX":1.85},"rights":null},{"id":659169,"article_id":"2636895680","title":"史上最大IPO“投行大单”，高盛分得最大一块蛋糕","subtitle":"","subtitle_show":0,"pub_time":1779238995700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772674","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6,"IPOS":1.5,"SPCX":1.5},"rights":null},{"id":659208,"article_id":"2636895775","title":"韩股一线观察：散户疯狂举债，宁愿“粉身碎骨”也不能错过牛市","subtitle":"","subtitle_show":0,"pub_time":1779238776000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772677","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":659172,"article_id":"2636989536","title":"美债上演“投降式大抛售”，高利率阴霾笼罩股市","subtitle":"","subtitle_show":0,"pub_time":1779237977000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772671","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":659165,"article_id":"2636366895","title":"“OpenAI联创”Karpathy官宣加入，Anthropic获得“人才争夺战”重大胜利","subtitle":"","subtitle_show":0,"pub_time":1779236544000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772673","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"CRSH":0.6,"SOCL":0.73,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":0.64,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":659114,"article_id":"2636893865","title":"“债市风暴”席卷而来，全球市场都盯着今天的日债拍卖","subtitle":"","subtitle_show":0,"pub_time":1779236395100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772672","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6},"rights":null},{"id":658997,"article_id":"2636147860","title":"美股芯片股与软件股相关性首次转负，AI驱动科技板块内部分化","subtitle":"","subtitle_show":0,"pub_time":1779233432500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772668","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IGV":1.88,"MU":1.89,"NOW":1.8,"NVDA":1.75,"SOX":1.77},"rights":null},{"id":659024,"article_id":"2636705860","title":"英国拟推出\"邀请制\"投资者签证，最低投资500万英镑","subtitle":"","subtitle_show":0,"pub_time":1779231687000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772669","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":658969,"article_id":"2636867028","title":"美股费城半导体指数七日跌幅一度逼近10%，抄底资金开始入场","subtitle":"","subtitle_show":0,"pub_time":1779228245000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772667","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SOX":1.5},"rights":null},{"id":658933,"article_id":"2636678848","title":"候任美联储主席沃什公布首轮资产剥离详情","subtitle":"","subtitle_show":0,"pub_time":1779225347000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772666","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":658840,"article_id":"2636864824","title":"美国纽约联储官员：现行利率调控工具能够应对准备金需求下降","subtitle":"","subtitle_show":0,"pub_time":1779221610000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772660","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"DMAX":0.6,"ESmain":0.6,"MESmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":658629,"article_id":"2636863099","title":"北约被曝考虑介入霍尔木兹护航，若海峡7月前仍未恢复通航，或出手保护商船","subtitle":"","subtitle_show":0,"pub_time":1779211409000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772657","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159230":1.5},"rights":null},{"id":658580,"article_id":"2636280868","title":"高盛交易台预警：市场主导叙事正悄然从AI转向利率","subtitle":"","subtitle_show":0,"pub_time":1779206713000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772653","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GSX":0.6},"rights":null},{"id":658583,"article_id":"2636105868","title":"Anthropic严打未授权股份交易，私募灰色持股风险集中暴露","subtitle":"","subtitle_show":0,"pub_time":1779206611000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772654","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":658368,"article_id":"2636852453","title":"理想失去吸引力了？","subtitle":"","subtitle_show":0,"pub_time":1779201025000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772651","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"02015":1.96,"AGIX":0.63,"AIPO":0.63,"ARTY":0.63,"EVS.SI":0.6,"LI":1.96},"rights":null},{"id":658123,"article_id":"2636854433","title":"花旗大幅上调美光目标价至840美元：明年HBM价格将再度攀升，EPS将突破百元大关！","subtitle":"","subtitle_show":0,"pub_time":1779200634300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772647","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.96,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":658275,"article_id":"2636685245","title":"爱回收Q1营收61.6亿，净利润大增近8成","subtitle":"","subtitle_show":0,"pub_time":1779200414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772650","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"RERE":1.5},"rights":null},{"id":657931,"article_id":"2636851085","title":"账面盈利超百亿美元！这家默默无闻的对冲基金或将成为SpaceX IPO最大赢家","subtitle":"","subtitle_show":0,"pub_time":1779198715800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772646","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPO001":2},"rights":null},{"id":657911,"article_id":"2636859970","title":"伯恩斯坦预警：谷歌黑石强强联手，CoreWeave等算力新贵面临长期利润率挤压","subtitle":"","subtitle_show":0,"pub_time":1779196806200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772642","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":2,"CWII":0.6,"CWVX":0.6,"GOOP":0.6,"GOOX":0.6,"NBIL":0.6,"NBIS":2,"NBIZ":0.6,"NEBX":0.6},"rights":null},{"id":657903,"article_id":"2636851517","title":"贝森特“敲打”日本：基本面强劲，汇率过度波动不可取","subtitle":"","subtitle_show":0,"pub_time":1779196237000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772645","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":0.67,"DFJ":0.67,"DXJ":0.67,"EWJ":0.67,"EWJV":0.67,"EWV":0.67,"EZJ":0.67,"FLJP":0.67,"JPXN":0.67,"YCS":0.67},"rights":null},{"id":657859,"article_id":"2636859502","title":"魏建军押上姓氏的关键一战","subtitle":"","subtitle_show":0,"pub_time":1779194908000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772643","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82333":0.6,"601633":0.6,"02333":1.5,"GWLLY":0.6},"rights":null},{"id":657865,"article_id":"2636595048","title":"人形机器人的十年，为什么属于中国？","subtitle":"","subtitle_show":0,"pub_time":1779194838000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772639","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":657844,"article_id":"2636856094","title":"马斯克告输了，但奥特曼也“扒了一层皮”","subtitle":"","subtitle_show":0,"pub_time":1779194015000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772641","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07366":0.6,"07766":0.6,"09366":0.6,"09766":0.6,"CRSH":0.6,"MSFT":1.67,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.62,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":657712,"article_id":"2636534328","title":"高盛英伟达前瞻：业绩大概率超预期，但市场更关注“1万亿美元”指引之外的增量空间","subtitle":"","subtitle_show":0,"pub_time":1779192903200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772638","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"GSX":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":657821,"article_id":"2636785682","title":"美国通胀抬头之际，多位经济学家安抚：债市可能“反应过度”了","subtitle":"","subtitle_show":0,"pub_time":1779192646000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772640","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":0.9,"BIL":0.9,"BND":0.9,"BOND":0.9,"BOXX":0.9,"BSV":0.9,"EDV":0.9,"FAZ":0.9,"GBIL":0.9,"GOVT":0.9,"HYG":0.9,"IEF":0.9,"IEI":0.9,"JPST":0.9,"KBE":0.9,"LQD":0.9,"MINT":0.9,"MUB":0.9,"SCHO":0.9,"SHV":0.9,"SHY":0.9,"SKRE":0.9,"SPY":0.9,"TBIL":0.9,"TBT":0.9,"TIP":0.9,"TLH":0.9,"TLT":0.9,"TLTW":0.9,"TMF":0.9,"TYO":0.9,"UBT":0.9,"UDN":0.9,"US10Y.BOND":0.9,"US12M.BOND":0.9,"US2Y.BOND":0.9,"US30Y.BOND":0.9,"US3Y.BOND":0.9,"US5Y.BOND":0.9,"US6M.BOND":0.9,"US7Y.BOND":0.9,"USHY":0.9,"UUP":0.9,"VCIT":0.9,"VGIT":0.9,"VGLT":0.9,"VGSH":0.9,"VOO":0.9,"ZROZ":0.9},"rights":null},{"id":657455,"article_id":"2636883767","title":"英伟达财报前夕，期权交易员为更深回调做准备","subtitle":"","subtitle_show":0,"pub_time":1779188783800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772621","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":657615,"article_id":"2636573858","title":"监管警示未满半年，株洲科能再闯IPO","subtitle":"","subtitle_show":0,"pub_time":1779187932000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772635","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":657577,"article_id":"2636588358","title":"英国家庭能源账单7月预计涨13%，或创2023年来最大涨幅","subtitle":"","subtitle_show":0,"pub_time":1779187729000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772623","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":657570,"article_id":"2636830772","title":"AI赋能内容飞轮，哔哩哔哩Q1净营收略超预期，经调整净利润同比增62%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1779187457000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772633","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09626":1.98,"BILI":1.98},"rights":null},{"id":657473,"article_id":"2636374858","title":"30年期美债收益率，下一站5.5%？","subtitle":"","subtitle_show":0,"pub_time":1779185889000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772631","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":657362,"article_id":"2636131832","title":"全球债市抛售加剧亚洲资本外流，印尼、菲律宾、印度货币跌至历史低位","subtitle":"","subtitle_show":0,"pub_time":1779183260000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772626","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6,"MNDmain":1.5},"rights":null},{"id":657294,"article_id":"2636312028","title":"美银基金经理调查：美债若大幅波动，30年期收益率恐升破6%，“二次通胀”成最大尾部风险","subtitle":"","subtitle_show":0,"pub_time":1779182282000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772622","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"MTNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":657247,"article_id":"2636831941","title":"50年最强牛市！花旗：铝价3个月内上4000，明年看到5000美元以上","subtitle":"","subtitle_show":0,"pub_time":1779180971000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772624","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"02600":2,"UDN":1.5,"UUP":1.5},"rights":null},{"id":657138,"article_id":"2636836957","title":"美债30年期关键关口5%失守后，华尔街陷入分歧：入场还是观望？","subtitle":"","subtitle_show":0,"pub_time":1779178735000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772614","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TYO":1.5,"UBT":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":657083,"article_id":"2636350078","title":"FOMO情绪拉满！华尔街：SpaceX IPO这种场面，只在泡沫顶部见过","subtitle":"","subtitle_show":0,"pub_time":1779177844000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772617","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FAZ":1.5,"FOMO":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":657071,"article_id":"2636835729","title":"苏姿丰上海发表演讲：预测5年内50亿人每天用AI，中国开发者不可或缺","subtitle":"","subtitle_show":0,"pub_time":1779177483000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772615","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMD":1.95,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6},"rights":null},{"id":657032,"article_id":"2636783535","title":"沃什要缩表？美银：恐怕只是“雷声大雨点小”","subtitle":"","subtitle_show":0,"pub_time":1779177380700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772612","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BAC":1.88,"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"TFJL":0.6,"TLH":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":657068,"article_id":"2636835109","title":"美债多头集体缴械：CTA、资管、日资同时撤退，更大风暴正在酝酿！","subtitle":"","subtitle_show":0,"pub_time":1779177345000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772616","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"CTA":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":657243,"article_id":"2636983804","title":"谷歌I/O大会今夜揭幕： Gemini 4.0悬念、全栈智能体与AI购物","subtitle":"","subtitle_show":0,"pub_time":1779175413900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772609","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":2,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":657005,"article_id":"2636083353","title":"天齐锂业CEO：电动船舶与卡车将推动锂需求超越现有预测","subtitle":"","subtitle_show":0,"pub_time":1779175243000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772604","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002466":1.5,"09696":1.5,"SETM":1.5},"rights":null},{"id":656999,"article_id":"2636833815","title":"地平线前高管创业做机器人底层智能 数千万元种子轮落地","subtitle":"","subtitle_show":0,"pub_time":1779174993000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772613","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161022":1.5,"ROBO":1.5},"rights":null},{"id":656939,"article_id":"2636403880","title":"通胀忧虑升温，日债收益率再度飙升，全球股市普遍下挫，油价下跌","subtitle":"","subtitle_show":0,"pub_time":1779172718000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772605","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VT":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":656893,"article_id":"2636820178","title":"桥水联合CIO访谈：AI与现代重商主义掀起全球“资源争夺战”，算力配给时代即将到来","subtitle":"","subtitle_show":0,"pub_time":1779171227400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772601","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"CIO":1.5},"rights":null},{"id":656930,"article_id":"2636118880","title":"三星电子股价转涨，报道：工会在立场上有所让步，存在达成协议的可能性","subtitle":"","subtitle_show":0,"pub_time":1779169057000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772603","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EEMO":1.5,"IEMG":1.5,"SSNLF":1.5,"WTAI":1.5},"rights":null},{"id":656713,"article_id":"2636886011","title":"日本一季度GDP年化增长2.1%超预期，但中东战争阴云压制前景","subtitle":"","subtitle_show":0,"pub_time":1779163021600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772592","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BBJP":0.73,"DFJ":0.73,"DXJ":0.73,"EWJ":0.73,"EWJV":0.73,"EWV":0.73,"EZJ":0.73,"FLJP":0.73,"JPXN":0.73,"YCS":0.73},"rights":null},{"id":656803,"article_id":"2636881669","title":"菜鸟上线美国、德国\"晚必赔\"，还有这些国家在路上","subtitle":"","subtitle_show":0,"pub_time":1779161285000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772596","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89988":0.6,"09988":1.94,"BABA":1.94,"ALBmain":0.6,"FDXSmain":0.6,"HBBD.SI":0.6},"rights":null},{"id":656510,"article_id":"2636326885","title":"摩根大通：黄金牛市未结束！下调年底目标至6000美元，但白银神话正在破灭","subtitle":"","subtitle_show":0,"pub_time":1779161059600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772585","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"AGQ":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QImain":1.5,"QOmain":1.5,"SImain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PGF":1.5,"PICK":1.5,"PSLV":1.5,"SGOL":1.5,"SHNY":1.5,"SIL":1.5,"SILJ":1.5,"SLV":1.5,"SLVP":1.5,"SLVR":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5,"ZSL":1.5},"rights":null},{"id":656800,"article_id":"2636665881","title":"AI冲击银行就业！渣打宣布裁员8000人","subtitle":"","subtitle_show":0,"pub_time":1779160918000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772594","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5,"02888":1.5,"03143":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"STAN.UK":0.6},"rights":null},{"id":656746,"article_id":"2636188993","title":"端侧算力的“奇点”时刻—需求，模型，芯片的三维共振","subtitle":"","subtitle_show":0,"pub_time":1779160631000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772595","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603893":1.85,"NVDA":1.91,"QCOM":1.87},"rights":null},{"id":656684,"article_id":"2636888641","title":"大小摩一起喊：长协（LTA）推动存储公司重估，市场尚未完全定价","subtitle":"","subtitle_show":0,"pub_time":1779160456100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772588","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"JPMO":0.6,"JPO":0.6,"JPX":0.6,"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SSNLF":2,"STSM":0.6,"TSM":2,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":656708,"article_id":"2636015886","title":"医保个账白名单来了，“医美面膜”的药店红利要退潮？","subtitle":"","subtitle_show":0,"pub_time":1779158734000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772593","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":656681,"article_id":"2636886497","title":"海外长债“四处破位”--发达国家的“财政庞氏骗局”玩不下去了？","subtitle":"","subtitle_show":0,"pub_time":1779158113000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772589","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BNDW":0.64,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"TBJL":0.6,"TFJL":0.6,"TLT":0.85,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6,"US10Y.BOND":0.64,"US12M.BOND":0.64,"US2Y.BOND":0.64,"US30Y.BOND":0.9,"US3Y.BOND":0.64,"US5Y.BOND":0.64,"US6M.BOND":0.64,"US7Y.BOND":0.64},"rights":null},{"id":656443,"article_id":"2636288379","title":"英伟达财报前夜，黄仁勋、戴尔访谈：AI正大规模进入企业，最核心瓶颈依旧是存储和先进制程芯片","subtitle":"","subtitle_show":0,"pub_time":1779156790700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772582","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159813":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BULZ":1.5,"CHAT":1.5,"CHPS":1.5,"CHPY":1.5,"DELL":1.5,"FTXL":1.5,"MAGY":1.5,"NVDA":1.5,"OND":1.5,"PSI":1.5,"PTF":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"VERS":1.5,"WTAI":1.5,"XSD":1.5,"YMAG":1.5},"rights":null},{"id":656429,"article_id":"2636883127","title":"不只是“不降息”了！这三种情况下，美联储甚至可能重新加息","subtitle":"","subtitle_show":0,"pub_time":1779156264200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772584","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5},"rights":null},{"id":656411,"article_id":"2636588392","title":"CEO“拒绝扩产”，希捷股价应声跳水6%，带崩硬盘股","subtitle":"","subtitle_show":0,"pub_time":1779153799000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772586","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BLOK":0.63,"CHAT":0.9,"DTCR":0.63},"rights":null},{"id":656346,"article_id":"2636888889","title":"“NACHO交易”大行其道！高盛之后，美银也认为今年油价将维持在90美元高位","subtitle":"","subtitle_show":0,"pub_time":1779152062100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772581","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"BZmain":2,"CLmain":2,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GSX":0.6,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":656353,"article_id":"2636882888","title":"世界正应对新一轮通胀，“长债风暴”席卷全球","subtitle":"","subtitle_show":0,"pub_time":1779151919700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772578","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"AGG":0.85,"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BIL":0.64,"BND":1.87,"BOND":0.85,"BOXX":0.85,"BSV":0.85,"BWX":0.6,"BWZ":0.6,"BZmain":2,"CLmain":2,"DBND":0.85,"DMAX":0.6,"DPST":0.6,"EDV":0.85,"ESmain":0.6,"FAZ":0.64,"FLGV":0.6,"MESmain":0.6,"GBIL":0.85,"GOLY":0.64,"GOVT":0.85,"HIBL":0.6,"HYG":0.85,"IAT":0.6,"IEF":0.85,"IEI":0.85,"IGOV":0.6,"ISHG":0.6,"IVV":0.6,"JPST":0.85,"KBE":0.64,"KBWB":0.6,"KRE":0.6,"KRX":0.6,"LQD":0.85,"MINT":0.85,"MMAX":0.6,"MUB":0.85,"NGHT":0.64,"NQmain":2,"OEF":0.6,"OEX":0.6,"PBDC":0.64,"SCHO":0.85,"SDS":0.6,"SH":0.6,"SHV":0.85,"SHY":0.85,"SKRE":0.64,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.64,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"TBIL":0.85,"TBJL":0.6,"TBT":0.85,"TFJL":0.6,"TIP":0.85,"TLH":0.85,"TLT":1.85,"TLTI":0.6,"TLTW":0.64,"TLTX":0.6,"TSYW":0.6,"TYO":0.85,"UBT":0.85,"UDN":0.64,"UPRO":0.6,"USHY":0.64,"UUP":0.64,"VCIT":0.85,"VCSH":0.64,"VFH":0.6,"VGIT":0.85,"VGLT":0.85,"VGSH":0.85,"VOO":0.64,"XLF":0.6,"YMmain":2,"YSPY":0.6,"ZROZ":0.85},"rights":null},{"id":656266,"article_id":"2636072580","title":"伊朗战争影响蔓延：欧美按揭贷款利率大幅飙升","subtitle":"","subtitle_show":0,"pub_time":1779149009000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772577","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":656239,"article_id":"2636001379","title":"苹果计划在iOS 27中推出AI写作辅助、自然语言创建指令和壁纸生成","subtitle":"","subtitle_show":0,"pub_time":1779147378100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772571","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.96,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":656007,"article_id":"2636006598","title":"特朗普突然“踩刹车”，称应中东三国请求推迟原定周二对伊朗攻击","subtitle":"","subtitle_show":0,"pub_time":1779133115000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772569","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":655988,"article_id":"2636005227","title":"报道：特朗普将于周五主持沃什宣誓就职的仪式","subtitle":"","subtitle_show":0,"pub_time":1779132033000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772568","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"DJT":1.83,"FLGV":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"TFJL":0.6,"TLH":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":655917,"article_id":"2636400338","title":"戴尔AI服务器新增1000家客户，全力进军企业级市场","subtitle":"","subtitle_show":0,"pub_time":1779124914000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772565","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DELL":1.98,"DLLL":0.6},"rights":null},{"id":655820,"article_id":"2636070140","title":"英国政斗升级，斯塔默强调不会“一走了之”，称仍计划参加下次大选","subtitle":"","subtitle_show":0,"pub_time":1779122601000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772564","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":655808,"article_id":"2636307093","title":"降息预期再度后移，高盛：AI生产率改善才是当前最关键的宏观变量","subtitle":"","subtitle_show":0,"pub_time":1779121823000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772558","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":655805,"article_id":"2636699070","title":"又一家“杭州六小龙”冲刺IPO，云深处要募25亿","subtitle":"","subtitle_show":0,"pub_time":1779121725000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772561","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":655758,"article_id":"2636077930","title":"缩表与降息双受阻：沃什履新面临的两难困境","subtitle":"","subtitle_show":0,"pub_time":1779119453000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772557","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.54,"BBIB":0.6,"BBLB":0.6,"BBSB":0.6,"BWX":0.6,"BWZ":0.6,"FLGV":0.6,"IEF":0.6,"IEI":0.6,"IGOV":0.6,"ISHG":0.6,"SGOV":0.6,"SHV":0.6,"SHY":0.6,"TBJL":0.6,"TFJL":0.6,"TLH":0.6,"TLTI":0.6,"TLTW":0.6,"TLTX":0.6,"TSYW":0.6},"rights":null},{"id":655752,"article_id":"2636307795","title":"摩尔线程试图把GPU公司往前推一步","subtitle":"","subtitle_show":0,"pub_time":1779119442000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772560","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.9,"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"VGT":0.81},"rights":null},{"id":655671,"article_id":"2636072875","title":"高鑫零售仍困在大卖场收缩周期里","subtitle":"","subtitle_show":0,"pub_time":1779116240000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772556","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06808":1.5},"rights":null},{"id":655669,"article_id":"2636072820","title":"瑞幸卖酒，难在把尝鲜变成习惯","subtitle":"","subtitle_show":0,"pub_time":1779116207000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772555","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LKNCY":1.5},"rights":null},{"id":655363,"article_id":"2636799630","title":"神秘资金狂买美债看跌期权，押注下月长债跌破历史大底","subtitle":"","subtitle_show":0,"pub_time":1779115757700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772549","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"TLT":2},"rights":null},{"id":655355,"article_id":"2636907996","title":"影石要打一场“路人局”","subtitle":"","subtitle_show":0,"pub_time":1779111184000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772552","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":655220,"article_id":"2636075795","title":"海外映射视角下，国内AI行情的扩散方向","subtitle":"","subtitle_show":0,"pub_time":1779109055000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772548","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":655193,"article_id":"2636075163","title":"三星罢工推演：四种可能结果","subtitle":"","subtitle_show":0,"pub_time":1779108347000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772547","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":655103,"article_id":"2636073480","title":"三星罢工风波暂息，高盛高喊：\"买入韩国”！","subtitle":"","subtitle_show":0,"pub_time":1779106890000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772544","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5,"GSX":0.6},"rights":null},{"id":655047,"article_id":"2636073373","title":"当工程师拒绝更聪明的模型：AI推理大战，OpenAI换了一把\"枪\"","subtitle":"","subtitle_show":0,"pub_time":1779106042000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772540","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":655035,"article_id":"2636078002","title":"乐道也有一个巨头梦","subtitle":"","subtitle_show":0,"pub_time":1779105487000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772543","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09866":1.97,"EVS.SI":0.6,"NIO":1.97,"NIO.SI":1.97,"NIOG":0.6},"rights":null},{"id":654969,"article_id":"2636785200","title":"IEA警告：全球商业原油库存正以“极快速度”枯竭","subtitle":"","subtitle_show":0,"pub_time":1779104400000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772538","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IEA":1.5},"rights":null},{"id":654842,"article_id":"2636240020","title":"百度的转型时刻：AI收入首次撑起半壁江山，利润还在过关","subtitle":"","subtitle_show":0,"pub_time":1779102055000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772531","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09888":1.98,"BIDG":0.6,"BIDU":1.98,"KBDU":0.6},"rights":null},{"id":654846,"article_id":"2636027267","title":"爱奇艺需要把AI故事讲下去","subtitle":"","subtitle_show":0,"pub_time":1779101625000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772535","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89888":0.6,"BIDU":0.6,"IQ":1.98},"rights":null},{"id":654807,"article_id":"2636278070","title":"伊朗哈尔克岛油轮积压创峰值，美军封锁令原油出口陷入瓶颈","subtitle":"","subtitle_show":0,"pub_time":1779100899000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772533","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":654513,"article_id":"2636021046","title":"SpaceX迎IPO前关键一战：星舰V3周三首飞，有三大核心升级","subtitle":"","subtitle_show":0,"pub_time":1779098531000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772525","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"FLY":2,"FLYT":0.6,"IPOS":1.5,"RKLB":2,"RKLX":0.6,"RKLZ":0.6,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":654728,"article_id":"2636022883","title":"小牛电动Q1营收增长超三成，但仍未上岸","subtitle":"","subtitle_show":0,"pub_time":1779097934000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772529","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"NIU":1.5},"rights":null},{"id":654225,"article_id":"2636025696","title":"“大多头”Ed Yardeni：美联储6月会议应放弃宽松立场，否则将失去利率控制权","subtitle":"","subtitle_show":0,"pub_time":1779093384000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772523","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":654257,"article_id":"2636252490","title":"一文读懂Token经济学新模式","subtitle":"","subtitle_show":0,"pub_time":1779092895000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772511","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02513":0.69,"AGIX":0.69,"AI":0.69,"AIPO":0.69,"AIYY":0.6,"API":0.87,"ARTY":0.69,"CHAT":0.69,"OTX.SI":0.87},"rights":null},{"id":654205,"article_id":"2636023038","title":"“轻工业全品类机器人第一股  ”诞生","subtitle":"","subtitle_show":0,"pub_time":1779092774000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772522","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":654200,"article_id":"2636023082","title":"财报后，华尔街大行集体调高铠侠目标价，平均上调44%","subtitle":"","subtitle_show":0,"pub_time":1779091811000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772516","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":654130,"article_id":"2636235550","title":"存储之后看光通信：标普500今年十大牛股，三只来自光模块","subtitle":"","subtitle_show":0,"pub_time":1779091330000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772515","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAOI":2,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"CIEN":1.86,"DBSC":0.6,"DMAX":0.6,"ETFT":0.6,"GLW":1.9,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"LITE":1.86,"MMAX":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYB":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVIX":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":654120,"article_id":"2636023890","title":"瞄准消费级外骨骼，极壳融资1.2亿美元","subtitle":"","subtitle_show":0,"pub_time":1779091113000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772519","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"METmain":0.65},"rights":null},{"id":654113,"article_id":"2636282790","title":"三星罢工还没开始，工会就输了？","subtitle":"","subtitle_show":0,"pub_time":1779090640000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772518","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":654093,"article_id":"2636040182","title":"英伟达周三财报夜：决定AI牛市命运的一战来了！","subtitle":"","subtitle_show":0,"pub_time":1779090103000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772508","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":654068,"article_id":"2636040292","title":"长期协议（LTA）彻底改变存储估值，摩根大通用P/E框架大幅上调三星电子、海力士、铠侠目标价","subtitle":"","subtitle_show":0,"pub_time":1779089362000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772506","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EEMO":1.5,"EMXC":1.5,"IEMG":1.5,"PGF":1.5,"SSNLF":1.5,"WTAI":1.5},"rights":null},{"id":654041,"article_id":"2636040530","title":"股债轮动信号！日债收益率超股息率，利差创2007年以来最大","subtitle":"","subtitle_show":0,"pub_time":1779088884000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772507","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159571":1.5,"VIG":1.5},"rights":null},{"id":654049,"article_id":"2636576040","title":"后摩尔时代，玻璃基板或开启新一轮“材料革命”","subtitle":"","subtitle_show":0,"pub_time":1779087981000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772498","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300502":1.8,"300776":1.83,"600584":1.8,"603773":1.9,"000725":1.85,"002156":1.8,"03145":0.6,"04335":1.88,"CHAT":0.74,"EMXC":0.74,"INTC":1.88,"INTW":0.6,"LINT":0.6,"STSM":0.6,"TSM":1.87,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"VGT":0.84},"rights":null},{"id":654025,"article_id":"2636125047","title":"一个让老交易员不安的信号：思科们时隔25年重回巅峰","subtitle":"","subtitle_show":0,"pub_time":1779087758000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772504","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CSCL":0.6,"CSCO":1.5,"CSCS":0.6},"rights":null},{"id":653914,"article_id":"2636044505","title":"铠侠ASP指引远超预期，NAND价格比想象的更强？","subtitle":"","subtitle_show":0,"pub_time":1779086139500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772497","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":653937,"article_id":"2636024044","title":"卖零食的尽头是卖菜？良品铺子闯入超市赛道","subtitle":"","subtitle_show":0,"pub_time":1779084695000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772502","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603719":1.5},"rights":null},{"id":653930,"article_id":"2636304475","title":"伊朗战争让美国人多花410亿美元燃料费","subtitle":"","subtitle_show":0,"pub_time":1779084381000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772501","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAA":1},"rights":null},{"id":653917,"article_id":"2636501044","title":"三星18天罢工倒计时！买家恐慌性囤货恐推高内存价格","subtitle":"","subtitle_show":0,"pub_time":1779083585000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772496","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":653906,"article_id":"2636004172","title":"三星4.7万名工人罢工迫在眉睫，韩国总统敦促达成劳资协议","subtitle":"","subtitle_show":0,"pub_time":1779082690000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772495","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":653728,"article_id":"2636045912","title":"科技大佬Gavin Baker：亚马逊芯片是黑马，太空数据中心快来了，台积电在帮所有人避泡沫","subtitle":"","subtitle_show":0,"pub_time":1779081219700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772477","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"AAPL":0.6,"AMZD":0.6,"AMZN":1.93,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GOOG":0.6,"GOOGL":1.77,"META":0.6,"MSFT":0.6,"NVDA":1.89,"STSM":0.6,"TSLA":0.6,"TSM":1.91,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"USAW.SI":0.6},"rights":null},{"id":653839,"article_id":"2636318049","title":"Agent开始接管跨境电商运营：一场行业准入壁垒的重构","subtitle":"","subtitle_show":0,"pub_time":1779077322000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772493","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BABA":0.6,"CHAT":0.9,"FAZ":0.75},"rights":null},{"id":653820,"article_id":"2636467730","title":"从“追逐GPU”到“追逐Gigawatts”--Coatue CIO讲述科技投资的“范式转变”","subtitle":"","subtitle_show":0,"pub_time":1779076756000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772484","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CIO":1.5},"rights":null},{"id":653731,"article_id":"2636911045","title":"美股CTA买入骤降，标普500一旦跌3%或引发千亿美元抛售潮","subtitle":"","subtitle_show":0,"pub_time":1779076614100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772475","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1.97,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"DMAX":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MMAX":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.88,"SPYB":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVIX":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":653844,"article_id":"2636049315","title":"千问全面接入，有关淘宝的悖论才刚开始","subtitle":"","subtitle_show":0,"pub_time":1779075916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772492","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89988":0.6,"09988":1.97,"BABA":1.97,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"ALBmain":0.6,"HBBD.SI":0.6,"KBAB":0.6},"rights":null},{"id":653803,"article_id":"2636469280","title":"日本高市早苗拟宣布追加预算，财政压力与债券收益率双双攀升","subtitle":"","subtitle_show":0,"pub_time":1779075571000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772491","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":653663,"article_id":"2636101036","title":"台积电CPO布局升级加速，ABF基板供需恐再现紧张局面","subtitle":"","subtitle_show":0,"pub_time":1779071557100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772469","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.96,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":653586,"article_id":"2636043856","title":"中国1-4月份城镇固定资产投资下降1.6%，高技术产业投资增长6.1%","subtitle":"","subtitle_show":0,"pub_time":1779070548000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772482","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":653577,"article_id":"2636480700","title":"中国1至4月全国房地产开发投资同比下降13.7%，新建商品房销售额同比下降14.6%","subtitle":"","subtitle_show":0,"pub_time":1779069740000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772479","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06968":1.5},"rights":null},{"id":653558,"article_id":"2636264048","title":"中国4月社会消费品零售总额同比 0.2%，前值 1.7%","subtitle":"","subtitle_show":0,"pub_time":1779069642000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772481","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":653522,"article_id":"2636048612","title":"4月70城房价：一线城市二手房价环比连续第二个月上涨，二三线城市房价环比降幅收窄或持平","subtitle":"","subtitle_show":0,"pub_time":1779067840000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772478","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"REET":1.5},"rights":null},{"id":653398,"article_id":"2636010661","title":"错过AI浪潮，印度“新兴市场明星”地位正在终结","subtitle":"","subtitle_show":0,"pub_time":1779067069000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772474","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"EDC":1.5,"EEM":1.5,"EEMO":1.5,"EMXC":1.5,"MNDmain":1.5,"VWO":1.5},"rights":null},{"id":653394,"article_id":"2636601066","title":"A股市场新动向，私募圈冒出“隐形巨鲸”","subtitle":"","subtitle_show":0,"pub_time":1779066982000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772476","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CNXT":1.5},"rights":null},{"id":653345,"article_id":"2636571017","title":"霍尔木兹海峡正在“点燃”煤炭","subtitle":"","subtitle_show":0,"pub_time":1779066348300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772472","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"161032":1.5},"rights":null},{"id":653349,"article_id":"2636201768","title":"内塔尼亚胡与特朗普通话“讨论重启对伊战事可能性”，阿联酋关键核电站遭袭","subtitle":"","subtitle_show":0,"pub_time":1779065150000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772466","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":653290,"article_id":"2636012630","title":"新债王：美联储今年降息“已不可能”","subtitle":"","subtitle_show":0,"pub_time":1779064331500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772465","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":653306,"article_id":"2636012292","title":"日债风暴愈演愈烈！10年期收益率大幅上行10基点至2.8%","subtitle":"","subtitle_show":0,"pub_time":1779064208200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772467","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TNmain":0.88,"UBmain":0.88,"ZBmain":0.88,"ZFmain":0.88,"ZNmain":0.88,"ZTmain":0.88},"rights":null},{"id":653334,"article_id":"2636173950","title":"美伊局势升温推高油价，亚太股市普跌，韩国股指跌幅扩大至4.5%，黄金跌破4500","subtitle":"","subtitle_show":0,"pub_time":1779063522000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772473","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":653192,"article_id":"2636092396","title":"抛美债、买日债--华尔街准备应对“日资回流”","subtitle":"","subtitle_show":0,"pub_time":1779016112000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772455","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UFIV":1.5,"USHY":1.5,"UTHY":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":653173,"article_id":"2636991340","title":"印度限金令催生恐慌性抢购潮，高盛坚持年底看多金价至5400美元","subtitle":"","subtitle_show":0,"pub_time":1779002256000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772448","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BGLD":0.6,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DGZ":0.6,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"MGCmain":1.5,"MNDmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLDY":0.6,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"GSX":0.6,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IGLD":0.6,"JDST":1.5,"JNUG":1.5,"KGLD":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"YGLD":0.6},"rights":null},{"id":653169,"article_id":"2636960360","title":"美股市场紧张了！高盛：继续看多AI但要买对冲，低质板块已脱离基本面","subtitle":"","subtitle_show":0,"pub_time":1778999956500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772443","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":653153,"article_id":"2636095940","title":"霍尔木兹6月重开是“异想天开”！这家银行认为：夏天油价可能创新高，从而冲击股市","subtitle":"","subtitle_show":0,"pub_time":1778994926900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772441","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"161121":1.5,"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":653124,"article_id":"2636093615","title":"下周重磅日程：普京访华、英伟达财报、谷歌I/O大会、中国经济数据","subtitle":"","subtitle_show":0,"pub_time":1778986768000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772335","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"82822":0.6,"82823":0.6,"82843":0.6,"02822":0.6,"02823":0.6,"02843":0.6,"07388":0.6,"07788":0.6,"09866":1.85,"09888":1.87,"09988":1.85,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMD":1.85,"AMZN":1.84,"ANV":0.6,"ASHR":0.6,"ASHS":0.6,"BABA":1.85,"BIDU":1.87,"DIPS":0.6,"DRAG":0.6,"FLCH":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.93,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"HXC":0.6,"KWEB":0.6,"META":1.86,"MSFT":0.6,"NIO":1.85,"NIO.SI":1.85,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.96,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":653115,"article_id":"2636218098","title":"50-100亿美元！“全球最大资管”贝莱德考虑投资“历史最大IPO”SpaceX","subtitle":"","subtitle_show":0,"pub_time":1778984059900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772438","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BLK":1.5,"IPOS":1.5,"SOCL":1.5},"rights":null},{"id":653001,"article_id":"2635065857","title":"未来十年的“宏观图景”：前5年“通胀持续”，后5年“超级通缩”？","subtitle":"","subtitle_show":0,"pub_time":1778980297100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772433","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9},"rights":null},{"id":652970,"article_id":"2635509390","title":"这一次，真的不一样！野村：拥抱AI新常态，三星、海力士估值应参考台积电","subtitle":"","subtitle_show":0,"pub_time":1778979819500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772426","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"SMSN.UK":1.85,"STSM":0.6,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":652989,"article_id":"2635063835","title":"“商品老将”：美股就像“冲向沙滩的孩子”，看不到“远方游弋的鲨鱼鳍”，AI算力的本质是石油","subtitle":"","subtitle_show":0,"pub_time":1778979467900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772431","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159019":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BNO":1.5,"CHAT":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":652982,"article_id":"2635068318","title":"1个月内美股14次新高、动量股狂飙，高盛翻出40年历史：类似行情通常1个月后回落","subtitle":"","subtitle_show":0,"pub_time":1778972534000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772429","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":652976,"article_id":"2635405044","title":"第三次了，野村警告：这一次“日债风暴”不一样！","subtitle":"","subtitle_show":0,"pub_time":1778926885100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772427","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BBIB":0.6,"BBJP":0.73,"BBLB":0.6,"BBSB":0.6,"BNDW":0.83,"BWX":0.6,"BWZ":0.6,"DFJ":0.73,"DXJ":0.73,"EWJ":0.9,"EWJV":0.73,"EWV":0.73,"EZJ":0.73,"FLGV":0.6,"FLJP":0.73,"HEWJ":0.73,"IGOV":0.6,"ISHG":0.6,"JPXN":0.73,"SGOV":0.6,"TBJL":0.6,"TFJL":0.6,"TLT":0.62,"TLTI":0.6,"TLTX":0.6,"TSYW":0.6,"YCS":0.62},"rights":null},{"id":652985,"article_id":"2635068590","title":"日股一线观察：与1999年高度相似，投资者被迫参与可能是“一代人一遇”的牛市","subtitle":"","subtitle_show":0,"pub_time":1778923859000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772428","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"FLJP":1.5,"JPXN":1.5,"VXUS":1.5},"rights":null},{"id":652992,"article_id":"2635831063","title":"零跑的高端新品牌，已箭在弦上","subtitle":"","subtitle_show":0,"pub_time":1778921787000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772430","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":652973,"article_id":"2635050485","title":"超级厄尔尼诺今夏见？收藏这本交易手册","subtitle":"","subtitle_show":0,"pub_time":1778919710000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772423","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COPJ":0.9,"COPP":0.9,"COPX":0.9,"CPER":0.9,"CPXR":0.9,"DBB":0.9,"HGmain":0.8,"MHGmain":0.8,"MNDmain":0.88,"QCmain":0.8,"ICOP":0.9,"PICK":0.9,"SETM":0.8,"UYM":0.8,"XME":0.9},"rights":null},{"id":652954,"article_id":"2635805717","title":"AI“裁员风暴”已经逼近：美国近期1/4裁员是因为AI","subtitle":"","subtitle_show":0,"pub_time":1778915295700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772422","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":652946,"article_id":"2635057832","title":"高盛：当前市场最大威胁是“伊朗风险叠加利率风暴”，股市再涨也会波动加大","subtitle":"","subtitle_show":0,"pub_time":1778912920000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772420","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":2,"DMAX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":652930,"article_id":"2635054971","title":"微软的“剧烈分歧”：知名科技基金80亿美元清仓，知名对冲基金Ackman24亿美元抄底","subtitle":"","subtitle_show":0,"pub_time":1778905304000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772413","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":652924,"article_id":"2635317054","title":"巴菲特多年对航空业“嗤之以鼻”，伯克希尔“新王”26亿美元买入达美航空","subtitle":"","subtitle_show":0,"pub_time":1778901554200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772412","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BRK.A":1.93,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"DAL":1.96},"rights":null},{"id":652912,"article_id":"2635051456","title":"索罗斯基金一季度增持英伟达、苹果，还抄底了伯克希尔","subtitle":"","subtitle_show":0,"pub_time":1778897365000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772410","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07388":0.6,"07788":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPB":0.6,"AAPD":0.6,"AAPL":1.9,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":1.85,"ANV":0.6,"APLY":0.6,"BRK.B":1.97,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"DIPS":0.6,"GOOG":0.6,"GOOGL":1.85,"MACW.SI":0.6,"META":0.6,"MSFT":1.85,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.91,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVYY":0.6,"SNVD.UK":0.6,"TSLA":0.6,"TSM":1.87},"rights":null},{"id":652907,"article_id":"2635516020","title":"伯克希尔“新王新气象”：Q1减仓零售、油气，加仓谷歌，还建仓了航空","subtitle":"","subtitle_show":0,"pub_time":1778896583000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772402","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"BRK.A":1.95,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"GGLL":0.6,"GGLS":0.6,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":652791,"article_id":"2635553640","title":"阿克曼建仓微软，称其护城河“”无法复制“，减持谷歌","subtitle":"","subtitle_show":0,"pub_time":1778884052000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772405","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.88,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.98,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":652810,"article_id":"2635589055","title":"美联储：鲍威尔将担任临时主席，直至凯文·沃什宣誓就职","subtitle":"","subtitle_show":0,"pub_time":1778878954000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772404","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":652641,"article_id":"2635218030","title":"OpenAI携手Plaid，向大众提供个性化财务建议","subtitle":"","subtitle_show":0,"pub_time":1778877481000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772401","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"V":1.5},"rights":null},{"id":652681,"article_id":"2635058273","title":"桥水新进台积电，增持半导体，清仓软件","subtitle":"","subtitle_show":0,"pub_time":1778877116000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772403","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"ADBE":1.85,"AMZN":1.88,"AVGO":1.85,"CRM":1.85,"GOOGL":1.86,"MRVL":1.85,"MU":1.85,"NOW":1.85,"NVDA":1.86,"STSM":0.6,"TSM":1.9,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"WDAY":1.85},"rights":null},{"id":652561,"article_id":"2635328590","title":"贵州茅台上调部分酒产品自营体系零售价，飞天1L装涨4.3%","subtitle":"","subtitle_show":0,"pub_time":1778873003000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772396","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"83189":1.5,"600519":1.5,"03189":1.5},"rights":null},{"id":652553,"article_id":"2635344710","title":"不能输的一战，理想打出下一张牌","subtitle":"","subtitle_show":0,"pub_time":1778871510000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772394","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.85},"rights":null},{"id":652480,"article_id":"2635429039","title":"英国政坛动荡卷土重来！投资者忧虑左转激进财政回归，正加速撤离英镑资产","subtitle":"","subtitle_show":0,"pub_time":1778864112000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772395","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GBPmain":1.5,"MGBPmain":0.6,"FXB":0.6},"rights":null},{"id":652444,"article_id":"2635361050","title":"零跑一季度营收增长8%，海外销量同比大涨442%，但亏损扩大｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778861148000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772392","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":0.8},"rights":null},{"id":652409,"article_id":"2635035111","title":"美国4月工业产出环比增0.7%，创逾一年最大增幅，汽车与数据中心需求成主引擎","subtitle":"","subtitle_show":0,"pub_time":1778858983000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772393","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":652472,"article_id":"2635990039","title":"伊朗外长称美方认真才可能重启谈判，特朗普称美伊停火是送巴方人情、威胁摧毁伊设施","subtitle":"","subtitle_show":0,"pub_time":1778857267000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772366","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":652164,"article_id":"2635080292","title":"美债技术性破位，日债抛售恐慌，全球利率风暴正在形成","subtitle":"","subtitle_show":0,"pub_time":1778852795000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772386","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":652272,"article_id":"2635087716","title":"闪迪、美光越涨越便宜？股价暴涨数倍，但华尔街只给9倍PE","subtitle":"","subtitle_show":0,"pub_time":1778852094000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772377","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.92,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SNDK":1.9,"SNDU":0.6,"SNXX":0.6,"STX":1.84,"WDC":1.84},"rights":null},{"id":652070,"article_id":"2635080549","title":"华住规模换增长，利润现隐忧","subtitle":"","subtitle_show":0,"pub_time":1778852022000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772387","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HTHT":1.5},"rights":null},{"id":652062,"article_id":"2635080370","title":"加拿大鹅赚钱也变难了","subtitle":"","subtitle_show":0,"pub_time":1778851556000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772381","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOOS":1.5},"rights":null},{"id":652042,"article_id":"2635065087","title":"受油价拖累，印度4月贸易逆差超预期扩大，卢比贬值压力加剧","subtitle":"","subtitle_show":0,"pub_time":1778851381000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772379","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"MNDmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":652004,"article_id":"2635876720","title":"罢工倒计时！三星高层罕见亲赴工会，呼吁为国民经济重回谈判桌","subtitle":"","subtitle_show":0,"pub_time":1778850386000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772375","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":651965,"article_id":"2635082195","title":"战火未熄，沙特阿美加速“变现”！拟出售350亿美元基础设施及地产股权","subtitle":"","subtitle_show":0,"pub_time":1778849257000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772373","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":651986,"article_id":"2635087585","title":"不是1999年的重演！看空声此起彼伏，反向投资者却嗅到了不同气息","subtitle":"","subtitle_show":0,"pub_time":1778849228000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772374","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGIX":0.9,"AIPO":0.73,"ARTY":0.9,"CHAT":0.9,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NQmain":2,"OEF":0.6,"QQQ":2,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.62,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":2,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TQQQ":2,"UDOW":0.6,"UPRO":0.6,"UVIX":0.6,"UVXY":0.6,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":0.6,"VXX":2,"YMmain":2,"YSPY":0.6},"rights":null},{"id":651828,"article_id":"2635808184","title":"高盛：AI主线逻辑发生什么根本性变化？","subtitle":"","subtitle_show":0,"pub_time":1778846493600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772368","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":651089,"article_id":"2635709451","title":"沉默是金？沃什为何希望美联储“少说话、少预测”","subtitle":"","subtitle_show":0,"pub_time":1778844927300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772344","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NGHT":1.5,"NQmain":2,"PBDC":1.5,"QQQ":2,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":2,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":2,"TYO":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"UVIX":0.6,"UVXY":0.6,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":1.5,"VXX":2,"YMmain":2,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":651762,"article_id":"2635108932","title":"美银Hartnett：6月初将是获利了结的良机","subtitle":"","subtitle_show":0,"pub_time":1778844322000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772363","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"DMAX":0.6,"ESmain":0.6,"MESmain":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.74,"SPYB":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":651689,"article_id":"2635086577","title":"黑色星期五！全球股债双杀：韩股暴跌6%，美债收益率飙升，这次市场在怕什么？","subtitle":"","subtitle_show":0,"pub_time":1778842850000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772362","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":651491,"article_id":"2635700926","title":"绕开霍尔木兹，阿联酋正在建设一条新输油管道","subtitle":"","subtitle_show":0,"pub_time":1778841385100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772358","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.9,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"DWT":0.6,"ERX":0.9,"FTXN":0.9,"BZmain":0.6,"CLmain":0.9,"MCLmain":0.9,"QMmain":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXE":0.9,"PXJ":0.9,"SCO":0.9,"UCO":0.9,"UGA":0.9,"USE":0.9,"USL":0.9,"USO":0.9,"USOI":0.9,"VDE":0.9,"WTIU":0.9,"XES":0.9,"XOP":0.9},"rights":null},{"id":651497,"article_id":"2635700921","title":"美联储历次换届，美股如何表现？","subtitle":"","subtitle_show":0,"pub_time":1778838888500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772352","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BND":1.5,"BOND":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":651460,"article_id":"2635762707","title":"499美元，特朗普T1手机确认本周启动发货","subtitle":"","subtitle_show":0,"pub_time":1778837446000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772351","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":650950,"article_id":"2635037647","title":"恐慌升级！全球债市替美联储“提前加息”，美日英德长债收益率飙至多年新高","subtitle":"","subtitle_show":0,"pub_time":1778836889300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772345","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03141":1.5,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"NQmain":2,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"YMmain":2,"ZROZ":1.5},"rights":null},{"id":651414,"article_id":"2635970735","title":"芯片熄火，机器人暴走，AI交易开始切至“物理AI”？","subtitle":"","subtitle_show":0,"pub_time":1778836360000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772353","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09888":1.8,"BIDU":1.8,"GOOGL":1.86,"NVDA":1.93,"ROBO":1.82},"rights":null},{"id":651250,"article_id":"2635701752","title":"公认最难突破的系统之一！苹果MacOS系统被Anthropic下一代Mythos模型“成功入侵”","subtitle":"","subtitle_show":0,"pub_time":1778833042000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772324","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.96,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":651085,"article_id":"2635709276","title":"涨的越高，跌的越惨！野村警告：如果标普单日跌5%，将引发更剧烈的抛售潮","subtitle":"","subtitle_show":0,"pub_time":1778831753700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772340","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ESmain":1.5},"rights":null},{"id":651072,"article_id":"2635709453","title":"股价3年翻4倍，市值超越龙头Illumina！这家“癌症早筛”公司被华尔街热捧","subtitle":"","subtitle_show":0,"pub_time":1778830796000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772336","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5,"ILMN":1.5},"rights":null},{"id":651017,"article_id":"2635706471","title":"股指高歌猛进、上涨高度集中，债市已“拉响警报”，高盛警告“高利率会杀死美股”","subtitle":"","subtitle_show":0,"pub_time":1778830128000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772328","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6,"GSX":0.6},"rights":null},{"id":651068,"article_id":"2635091357","title":"铠侠营业利润暴增93%、Q1盈利指引大超预期，AI需求驱动下宣布筹备赴美上市 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778828080000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772348","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":650862,"article_id":"2635161777","title":"加息预期叠加通胀忧虑，全球股市下跌、韩股重挫5%，债券收益率飙升，白银跌破80美元","subtitle":"","subtitle_show":0,"pub_time":1778824221000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772341","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGQ":1.5,"BEGS":1.5,"CEF":1.5,"EWY":1.5,"FLKR":1.5,"QImain":1.5,"SImain":1.5,"GBUG":1.5,"GLTR":1.5,"GOAU":1.5,"KORU":1.5,"KSLV":1.5,"MKOR":1.5,"PICK":1.5,"PSLV":1.5,"SETM":1.5,"SIL":1.5,"SILJ":1.5,"SIVR":1.5,"SLV":1.5,"SLVP":1.5,"SLVR":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VT":1.5,"VXUS":1.5,"XME":1.5,"ZSL":1.5},"rights":null},{"id":650858,"article_id":"2635777115","title":"对话星火动漫吕世峰：内容仍是AI漫剧核心变量","subtitle":"","subtitle_show":0,"pub_time":1778821157000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772338","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":650662,"article_id":"2635177924","title":"和新主席唱反调！美联储理事Michael Barr：缩表是错误的，最终威胁金融稳定","subtitle":"","subtitle_show":0,"pub_time":1778818737100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772331","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159940":1.5,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":650654,"article_id":"2635377976","title":"百度的DAA头枪：多线铺路Agent","subtitle":"","subtitle_show":0,"pub_time":1778816575000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772332","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09888":1.97,"BIDG":0.6,"BIDU":1.97,"KBDU":0.6},"rights":null},{"id":650547,"article_id":"2635776829","title":"给美联储新主席的“见面礼”：沃什刚上台，市场已“加息”","subtitle":"","subtitle_show":0,"pub_time":1778813968400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772330","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZNmain":2},"rights":null},{"id":650531,"article_id":"2635577506","title":"斯塔默“悬了”，英镑英债又崩了，“大英帝国”还有希望吗？","subtitle":"","subtitle_show":0,"pub_time":1778811941000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772326","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GBPmain":1.5,"MGBPmain":0.6,"FXB":0.6},"rights":null},{"id":650488,"article_id":"2635756457","title":"创业板指跌超1%，氟化工走强，半导体下挫，恒科技跌超1%，华虹半导体跳水","subtitle":"","subtitle_show":0,"pub_time":1778810097000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772329","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"399001":1.87,"399006":1.94,"688347":1.93,"000001":1.86,"01347":1.93,"HSI":1.9,"HSTECH":1.9},"rights":null},{"id":650309,"article_id":"2635720274","title":"4月成“分水岭”：“选对AI硬件”的机构，这是“1999年以来最强单月”，选错的机构“完全跑不赢指数”","subtitle":"","subtitle_show":0,"pub_time":1778805946000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772320","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":650030,"article_id":"2635877724","title":"福特两天大涨20%！储能入局，“隐藏的数据中心受益者”引爆迷因热情","subtitle":"","subtitle_show":0,"pub_time":1778796537000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772315","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"F":2,"FRDD":0.6,"FRDU":0.6},"rights":null},{"id":649982,"article_id":"2635721496","title":"马斯克承认落后，xAI推出首款编程智能体，剑指行业顶流Claude Code","subtitle":"","subtitle_show":0,"pub_time":1778795205000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772313","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.81,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":649978,"article_id":"2635721451","title":"三个月交易超7亿美元？特朗普“炒股账本”曝光，硅谷和华尔街巨头一个不少","subtitle":"","subtitle_show":0,"pub_time":1778793928000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772311","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZD":0.6,"AMZN":2,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ANV":0.6,"APLY":0.6,"AZYY":0.6,"DIPS":0.6,"FAZ":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":653105,"article_id":"2635372912","title":"史上最大规模IPO冲刺！报道：SpaceX IPO招股书最早可能于下周落地","subtitle":"","subtitle_show":0,"pub_time":1778792867000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772310","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPO001":2,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":649864,"article_id":"2635729524","title":"英首相被“逼宫”：卫生大臣辞职，“北境之王”谋回归议会，英镑盘中跌近1%","subtitle":"","subtitle_show":0,"pub_time":1778792600000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772304","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GBPmain":1.5,"MGBPmain":0.6,"FXB":0.6},"rights":null},{"id":649878,"article_id":"2635729310","title":"“新美联储通讯社”深度追踪：新任美联储主席沃什的立场二十年演变","subtitle":"","subtitle_show":0,"pub_time":1778792418000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772308","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":650299,"article_id":"2635725533","title":"老黄这趟中国没白来！英伟达七天累计涨20%，市值逼近6万亿美元大关","subtitle":"","subtitle_show":0,"pub_time":1778789940000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772306","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":649625,"article_id":"2635872870","title":"美联储理事米兰正式递交辞呈，将卸任美联储理事一职","subtitle":"","subtitle_show":0,"pub_time":1778789033000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772302","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5},"rights":null},{"id":649429,"article_id":"2635862742","title":"沙特被曝酝酿中东版“互不侵犯条约”，推动海湾国家与伊朗和解，“不带”以色列或成最大问题","subtitle":"","subtitle_show":0,"pub_time":1778779294000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772301","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":649567,"article_id":"2635285317","title":"OpenAI与律所合作，准备对苹果公司采取法律行动，苹果跌0.9%","subtitle":"","subtitle_show":0,"pub_time":1778777232000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772299","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.96,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":648938,"article_id":"2635748231","title":"对领导层失去信心：卫生大臣斯特里廷辞职，首相斯塔默下台概率急剧上升","subtitle":"","subtitle_show":0,"pub_time":1778765498000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772298","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":648880,"article_id":"2635107057","title":"美国4月零售销售创8个月最强涨幅，消费者信心却跌至历史低谷","subtitle":"","subtitle_show":0,"pub_time":1778763951000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772296","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":648807,"article_id":"2635671778","title":"鸿海法说会：计划2026年资本支出增加30%，CPO交换机全年出货预计10000台","subtitle":"","subtitle_show":0,"pub_time":1778762432000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772293","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":648739,"article_id":"2635671754","title":"光引擎突现重磅订单：POET 斩获5000万美元采购合同，股价盘前飙升逾20%","subtitle":"","subtitle_show":0,"pub_time":1778761175000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772291","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"POET":1.5},"rights":null},{"id":648731,"article_id":"2635717549","title":"AI概念持续发酵，周四上市的Cerebras能否成为资本市场下一个宠儿","subtitle":"","subtitle_show":0,"pub_time":1778760846000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772292","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5},"rights":null},{"id":648662,"article_id":"2635712560","title":"科技股之外，美股散户还在炒作什么主线?","subtitle":"","subtitle_show":0,"pub_time":1778760185000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772289","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03086":1.5,"TTTN":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":648566,"article_id":"2635714345","title":"电力投资新逻辑：从“便宜”到“可靠”","subtitle":"","subtitle_show":0,"pub_time":1778758674000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772287","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159146":1.5},"rights":null},{"id":648503,"article_id":"2635111797","title":"Tower Q1净利润同比大增62%，Q2营收指引创新高，硅光子订单已锁至2028年","subtitle":"","subtitle_show":0,"pub_time":1778757812000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772286","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSEM":2},"rights":null},{"id":648195,"article_id":"2635715956","title":"白银还能重回巅峰吗？","subtitle":"","subtitle_show":0,"pub_time":1778756027400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772274","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SImain":2},"rights":null},{"id":648309,"article_id":"2635716735","title":"中芯国际Q1营收25.05亿美元，环比增长0.7%，Q2收入预增14%-16% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778753647000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772284","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688981":1.97,"00981":1.97},"rights":null},{"id":647947,"article_id":"2635974737","title":"再见了，鲍威尔","subtitle":"","subtitle_show":0,"pub_time":1778752811000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772266","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1.61,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1.61,"SPYB":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":648098,"article_id":"2635718186","title":"两年亏超1.2万亿日元，日产缩身过冬","subtitle":"","subtitle_show":0,"pub_time":1778749832000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772279","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":648066,"article_id":"2635790057","title":"华虹半导体Q1营收6.6亿美元，归母净利暴增513%，Q2收入指引6.9亿-7亿美元 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778749523000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772276","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01347":1.5},"rights":null},{"id":648071,"article_id":"2635271888","title":"中国4月新增社融6200亿元，人民币贷款减少100亿元，前4个月人民币存款增加14万亿元","subtitle":"","subtitle_show":0,"pub_time":1778749252000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772278","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CYB":0.6,"CNHmain":1.5,"MCNHmain":1.5,"MUCmain":1.5,"UCmain":1.5},"rights":null},{"id":647734,"article_id":"2635791669","title":"印度拟大幅降低外国投资者债券投资税率，以遏制卢比贬值","subtitle":"","subtitle_show":0,"pub_time":1778744727000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772271","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNDW":1.5,"MNDmain":1.5},"rights":null},{"id":647731,"article_id":"2635791525","title":"联发科押注“智能体化”","subtitle":"","subtitle_show":0,"pub_time":1778744229000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772272","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.9,"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":647681,"article_id":"2635796413","title":"AI热潮与通胀压力交织，全球股市高位震荡，韩股续创新高、三星涨4%，债市承压","subtitle":"","subtitle_show":0,"pub_time":1778742640000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772269","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"EMXC":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VT":1.5,"VXUS":1.5},"rights":null},{"id":647665,"article_id":"2635780795","title":"一飞冲天！SK海力士市值逼近万亿美元大关","subtitle":"","subtitle_show":0,"pub_time":1778742012000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772267","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMO":1.5},"rights":null},{"id":647631,"article_id":"2635562793","title":"味之素ABF薄膜涨价30%，AI芯片需求推动基板供应链成本全面上行","subtitle":"","subtitle_show":0,"pub_time":1778740364000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772236","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CCL":1,"MGC":1},"rights":null},{"id":647619,"article_id":"2635579813","title":"报道：三星固态硬盘在日本的价格飙升300%，铠侠产品跟涨","subtitle":"","subtitle_show":0,"pub_time":1778740253000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772256","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":647598,"article_id":"2635760284","title":"AI硬件“黄金时代”，美对冲基金赚得“盆满钵满”","subtitle":"","subtitle_show":0,"pub_time":1778740222000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772264","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"AVGG":0.6,"AVGO":2,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"CHAT":1.5,"INTC":2,"INTW":0.6,"LINT":0.6,"SNDK":2,"SNDU":0.6,"SNXX":0.6},"rights":null},{"id":647602,"article_id":"2635602587","title":"GoPro卖身：昔日运动相机之王的黄昏","subtitle":"","subtitle_show":0,"pub_time":1778737151000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772259","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GPRO":1.5},"rights":null},{"id":646862,"article_id":"2635683417","title":"创纪录的每天590万桶原油净出口，美国能压油价多久？","subtitle":"","subtitle_show":0,"pub_time":1778731449500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772232","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":647400,"article_id":"2635619807","title":"文远知行Q1营收增58%，量产拐点未至","subtitle":"","subtitle_show":0,"pub_time":1778730725000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772251","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00800":1.97,"WRD":1.97},"rights":null},{"id":647269,"article_id":"2635766559","title":"AI数据中心的下一道障碍：冷却、水和工人","subtitle":"","subtitle_show":0,"pub_time":1778730495600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772238","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":647330,"article_id":"2635769655","title":"第二例！日本一油轮成功“偷渡”穿越霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1778729789100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772250","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BWET":1.5,"EWJ":2},"rights":null},{"id":647318,"article_id":"2635076653","title":"谷歌I/O大会前瞻：Gemini 4.0要来了？但这不是最重要的","subtitle":"","subtitle_show":0,"pub_time":1778728723800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772228","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":0.6,"GOOGL":1.97,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":647637,"article_id":"2635267793","title":"CerebrasIPO：深度绑定OpenAI，以“Fast Tokens”重塑AI芯片市场预期","subtitle":"","subtitle_show":0,"pub_time":1778728678000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772249","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.9,"DRAM":0.9},"rights":null},{"id":647245,"article_id":"2635398766","title":"印度禁止糖出口至2026年9月，全球市场供应预期收紧","subtitle":"","subtitle_show":0,"pub_time":1778726272000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772241","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":1.5},"rights":null},{"id":647190,"article_id":"2635776514","title":"零售大跃进时代终结 银行业如何面对存量搏杀","subtitle":"","subtitle_show":0,"pub_time":1778725707000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772244","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09668":0.65},"rights":null},{"id":647135,"article_id":"2635276390","title":"谁会终结AI牛市，仓位还是叙事？","subtitle":"","subtitle_show":0,"pub_time":1778724722000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772239","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":647153,"article_id":"2635756763","title":"罢工对三星影响多大？摩根大通：任何回调都是买入机会","subtitle":"","subtitle_show":0,"pub_time":1778724458700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772235","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07747":2,"09347":2},"rights":null},{"id":647069,"article_id":"2635576360","title":"A股股三大指数高开翻绿，算力租赁延续涨势，恒科指涨3.2%，阿里、百度大涨7%","subtitle":"","subtitle_show":0,"pub_time":1778723145000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772237","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000001":1.86,"09888":1.86,"09988":1.89,"BABA":1.89,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"BIDG":0.6,"BIDU":1.86,"HSI":1.9,"HSTECH":1.9,"KBAB":0.6,"KBDU":0.6},"rights":null},{"id":647131,"article_id":"2635076859","title":"阿里AI收入剑指300亿，腾讯首次亮AI账本！两份“平平”财报引爆双双大涨","subtitle":"","subtitle_show":0,"pub_time":1778721125000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772230","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00700":1.94,"09988":1.95,"BABA":1.95,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6,"TCEHY":1.94},"rights":null},{"id":647122,"article_id":"2635975008","title":"财报后大涨！Nebius市值逼近CoreWeave，争夺第一“AI云”宝座","subtitle":"","subtitle_show":0,"pub_time":1778720360000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772231","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.88,"CWVX":0.6,"NBIS":1.97},"rights":null},{"id":646838,"article_id":"1191404762","title":"这个市场怎么了？摩根大通交易员分析市场心理：自满还是YOLO？","subtitle":"","subtitle_show":0,"pub_time":1778719953910,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":646835,"article_id":"2635509007","title":"这个市场怎么了？摩根大通交易员分析市场心理：自满还是YOLO？","subtitle":"","subtitle_show":0,"pub_time":1778719304000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772229","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPM":1.5,"JPMO":0.6,"JPO":0.6,"PGF":1.5,"YOLO":1.5},"rights":null},{"id":646823,"article_id":"2635940757","title":"三星电子闹罢工，美光站上9000亿","subtitle":"","subtitle_show":0,"pub_time":1778717576000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772227","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.96,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SSNLF":1.95},"rights":null},{"id":646788,"article_id":"2635579427","title":"全球原油供应进一步收缩，俄罗斯原油产量降至10个月低点","subtitle":"","subtitle_show":0,"pub_time":1778716479000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772226","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":646498,"article_id":"2635756209","title":"长债抛售警报响：30年期美债标售得标利率自07年金融危机以来首次升破5.0%","subtitle":"","subtitle_show":0,"pub_time":1778706281000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772216","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TYO":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"ZROZ":1.5},"rights":null},{"id":646409,"article_id":"2635753017","title":"史上最微弱优势“过关”：美国参议院投票确认沃什担任美联储主席","subtitle":"","subtitle_show":0,"pub_time":1778700975000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772214","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":646257,"article_id":"2635273747","title":"报道：Arm与软银曾在Cerebras上市前寻求收购被拒","subtitle":"","subtitle_show":0,"pub_time":1778698893000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772213","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":646242,"article_id":"2635737917","title":"OPEC月报：4月原油产量跌至1990年以来新低，沙特日产量仅剩632万桶","subtitle":"","subtitle_show":0,"pub_time":1778698256000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772209","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":646227,"article_id":"2635375307","title":"回应Anthropic旗下Mythos！Mistral为欧洲银行开发网络安全AI模型","subtitle":"","subtitle_show":0,"pub_time":1778697735000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772211","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BUG":1.5,"CHAT":1.5,"CIBR":1.5,"EUFN":1.5,"IHAK":1.5,"TEKX":1.5},"rights":null},{"id":646142,"article_id":"2635731449","title":"伊朗战事与霍尔木兹危机冲击跨大西洋联盟，北约据称拟邀海湾四国参加峰会","subtitle":"","subtitle_show":0,"pub_time":1778691537000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772210","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600558":1.5},"rights":null},{"id":646004,"article_id":"2635514736","title":"高盛：阿斯麦被严重低估！","subtitle":"","subtitle_show":0,"pub_time":1778685273000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772188","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.98,"ASMU":0.6},"rights":null},{"id":645999,"article_id":"2635736517","title":"“卖枕头”化身新曲线 亚朵零售收入逼近4成了","subtitle":"","subtitle_show":0,"pub_time":1778685260000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772206","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ATAT":1.5},"rights":null},{"id":645839,"article_id":"2635733555","title":"从现磨到即饮，瑞幸们为何要走出门店舒适区？","subtitle":"","subtitle_show":0,"pub_time":1778681998000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772200","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LKNCY":1.5},"rights":null},{"id":645845,"article_id":"2635733537","title":"阿里坚定投入AI，利润跌了，股价涨了","subtitle":"","subtitle_show":0,"pub_time":1778681987000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772205","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.96,"BABA":1.96,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":646086,"article_id":"2635739905","title":"腾讯电话会：混元3.0 Token调用量激增10倍，资本开支加码，下半年国产芯片将逐月到位","subtitle":"","subtitle_show":0,"pub_time":1778679287000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772203","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.98,"HTCD.SI":0.6,"TCEHY":1.98},"rights":null},{"id":645489,"article_id":"2635877937","title":"美国4月PPI飙升至2022年来最高，能源成本单月暴涨7.8%，加息押注升温","subtitle":"","subtitle_show":0,"pub_time":1778677715000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772201","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"PPI":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":645079,"article_id":"2635781553","title":"科技巨头的AI中场战事：阿里在收账，腾讯在买船票","subtitle":"","subtitle_show":0,"pub_time":1778672386000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772196","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.94,"09988":1.93,"AAPL":0.6,"AMZN":0.6,"BABA":1.93,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"GOOG":0.6,"HTCD.SI":0.6,"KBAB":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TCEHY":1.94,"TSLA":0.6},"rights":null},{"id":645252,"article_id":"2635878444","title":"对话中信建投贺菊颖：破局传统卖方模式，做面向产业全生命周期的金融服务提供者","subtitle":"","subtitle_show":0,"pub_time":1778672155000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772199","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601066":1.5},"rights":null},{"id":644325,"article_id":"2635043002","title":"六年前，鲍威尔误判了通胀，这一次沃什会重蹈覆辙吗？","subtitle":"","subtitle_show":0,"pub_time":1778669757500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772177","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYB":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"TIP":1.85,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":644827,"article_id":"2635785832","title":"李彦宏定调AI下半场：AI主角从“大模型”走向“应用”，DAA将成新度量衡，“日抛软件”重塑生产力","subtitle":"","subtitle_show":0,"pub_time":1778668917000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772193","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89888":0.6,"09888":1.96,"BIDG":0.6,"BIDU":1.96,"KBDU":0.6},"rights":null},{"id":644792,"article_id":"2635533783","title":"大摩Wilson：美股不需要美联储降息，上调标普500指数目标价至8000点","subtitle":"","subtitle_show":0,"pub_time":1778668090000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772190","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.5,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHY":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":644750,"article_id":"2635881267","title":"京东Q1的双线变化：零售狂飙，新业务减亏","subtitle":"","subtitle_show":0,"pub_time":1778667058000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772141","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89618":0.6,"09618":1.97,"JD":1.97,"KJD":0.6},"rights":null},{"id":644639,"article_id":"2635200918","title":"阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品ARR | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778665252000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772187","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.97,"BABA":1.97,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":644500,"article_id":"2635620781","title":"AI转型加速，腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778664453000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772181","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.98,"HTCD.SI":0.6,"TCEHY":1.98},"rights":null},{"id":644451,"article_id":"2635202952","title":"谷歌推出新一代AI笔记本，或采用NPU提升Gemini AI体验","subtitle":"","subtitle_show":0,"pub_time":1778663248000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772183","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.95,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":644290,"article_id":"2635609201","title":"摩根大通拉美调研：共识极度强烈！84%投资者认为今年还能涨，牛市还有20%以上空间，45%认为明年会有30%调整","subtitle":"","subtitle_show":0,"pub_time":1778660532000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772142","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPM":1.5,"JPMO":0.6,"JPO":0.6,"PGF":1.5},"rights":null},{"id":644200,"article_id":"2635520977","title":"霍尔木兹封锁是如何扰乱芯片供应链的？","subtitle":"","subtitle_show":0,"pub_time":1778659867000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772158","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":1.79,"MU":1.8,"SSNLF":1.87,"TSM":1.91},"rights":null},{"id":644151,"article_id":"2635209483","title":"“AI公民红利”掀翻市场后，韩国总统亲自出面灭火","subtitle":"","subtitle_show":0,"pub_time":1778659117000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772176","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":644144,"article_id":"2635095962","title":"SK海力士兄弟公司SKC配股筹集逾万亿韩元，加码玻璃基板量产","subtitle":"","subtitle_show":0,"pub_time":1778658968000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772175","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMO":1.5},"rights":null},{"id":644130,"article_id":"2635206727","title":"白银为何大涨？瑞银：中国是唯一的理由","subtitle":"","subtitle_show":0,"pub_time":1778658183000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772172","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00815":1.85,"SLV":1.9,"XAGUSD.FOREX":1.9},"rights":null},{"id":644261,"article_id":"2635920183","title":"大宗商品闪耀的时代要来了，投资者该补上这一课了","subtitle":"","subtitle_show":0,"pub_time":1778656910000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772174","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161715":1.5,"000979.SH":1.5},"rights":null},{"id":644070,"article_id":"2635205141","title":"科技FOMO主导全球股市上涨，债市普跌，油价维持百元高位，铜价逼近历史高点","subtitle":"","subtitle_show":0,"pub_time":1778656871000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772167","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6,"BNO":1.5,"BWET":1.5,"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FOMO":1.5,"FTXN":1.5,"GUSH":1.5,"ICOP":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VT":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":644045,"article_id":"2635520324","title":"HBM\"双雄时代\"不远了？瑞银：三星市占率明年有望追平SK海力士","subtitle":"","subtitle_show":0,"pub_time":1778655769000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772171","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EEMO":1.5,"EMXC":1.5},"rights":null},{"id":644049,"article_id":"2635720324","title":"全球石油库存告急：真正的能源灾难，将一个月内爆发？","subtitle":"","subtitle_show":0,"pub_time":1778655624000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772163","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"159945":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":644011,"article_id":"2635080112","title":"软银季度净利润意外超预期六倍，OpenAI持仓累计浮盈达450亿美元","subtitle":"","subtitle_show":0,"pub_time":1778654295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772169","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03160":0.6,"AGIX":0.68,"ARTY":0.68,"CHAT":0.79,"SFTBY":0.9},"rights":null},{"id":643978,"article_id":"2635270042","title":"金价回落，大行开始下调积存金风险等级了","subtitle":"","subtitle_show":0,"pub_time":1778654073000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772168","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"MGCmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5},"rights":null},{"id":643929,"article_id":"2635927231","title":"贝森特访日的真正意图：不止日元，重点在日本国债","subtitle":"","subtitle_show":0,"pub_time":1778653108500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772150","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":643900,"article_id":"2635827418","title":"摩根大通力挺京东：盈利结构实质性改善，估值仍被严重低估","subtitle":"","subtitle_show":0,"pub_time":1778652898100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772156","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09618":1.96,"JD":1.96,"JPO":0.6,"KJD":0.6},"rights":null},{"id":643990,"article_id":"2635084152","title":"紧跟高盛，大摩也旗帜鲜明看多中国股市，也认为“A股优于H股”","subtitle":"","subtitle_show":0,"pub_time":1778652547000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772160","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"399300":1.88,"ASHR":0.6,"ASHS":0.6,"DRAG":0.6,"GS":1.86,"GSX":0.6,"HXC":0.6,"KWEB":0.6,"MS":1.91},"rights":null},{"id":643920,"article_id":"2635427429","title":"泡泡玛特一季度营收增速大超预期，中美增速亮眼，但4月美国信用卡数据转跌","subtitle":"","subtitle_show":0,"pub_time":1778650038000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772155","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09992":1.97,"PMRTY":1.97},"rights":null},{"id":643993,"article_id":"2635087182","title":"微妙时刻，这只大基金今晚突然被华尔街盯上","subtitle":"","subtitle_show":0,"pub_time":1778650029000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772154","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":643634,"article_id":"2635273563","title":"高油价阴云笼罩！日本20年期国债收益率创近30年新高","subtitle":"","subtitle_show":0,"pub_time":1778648010000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772145","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNDW":0.72,"BNO":0.82,"BWET":0.72,"DBC":0.82,"DBE":0.82,"DBO":0.9,"DIG":0.82,"DRIP":0.82,"DRLL":0.82,"DUG":0.9,"ERX":0.82,"EWJ":0.9,"FTXN":0.82,"JPYmain":0.9,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"FXY":0.62,"GUSH":0.82,"HEWJ":0.72,"IEF":0.62,"IEI":0.62,"IEO":0.82,"IXC":0.82,"OIH":0.82,"OILK":0.82,"OILT":0.82,"OILU":0.82,"PXE":0.82,"PXJ":0.82,"SGOV":0.63,"SHY":0.62,"TLT":0.8,"TMF":0.82,"UFIV":0.82,"UGA":0.82,"USE":0.82,"USL":0.82,"USOI":0.82,"USVN":0.82,"UTHY":0.82,"UTRE":0.82,"UTWY":0.82,"VDE":0.82,"WTIU":0.82,"XES":0.82,"YCS":0.62},"rights":null},{"id":643406,"article_id":"2635060227","title":"美国散户“换赌场了”：净卖出美股、杠杆ETF也不炒了，都涌去预测市场了","subtitle":"","subtitle_show":0,"pub_time":1778645829100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772133","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FDN":0.9},"rights":null},{"id":643648,"article_id":"2635739082","title":"芯片股终于开跌，高盛交易员：裂痕出现了，市场低估了“狂炒芯片”背后的杠杆","subtitle":"","subtitle_show":0,"pub_time":1778644856000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772129","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GS":1.95,"GSX":0.6,"SMH":1.88,"SOX":1.91},"rights":null},{"id":643756,"article_id":"2635843276","title":"一台中国“家轿”，在欧洲赛道夺冠了","subtitle":"","subtitle_show":0,"pub_time":1778643967000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772151","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80175":0.6,"00175":0.66,"EVS.SI":0.6,"GELYY":0.6},"rights":null},{"id":643759,"article_id":"2635871276","title":"AI牛市倒计时？华尔街科技老将：今年像1997/98年，明年可能跌30-50%","subtitle":"","subtitle_show":0,"pub_time":1778643901000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772147","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":643581,"article_id":"2635278919","title":"A股三大股指震荡回升，科创50跌超1%，芯片半导体全线调整，电力逆势爆发，恒科指跌1%","subtitle":"","subtitle_show":0,"pub_time":1778640174000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772139","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159582":1.85,"562350":1.87,"000001":1.91,"000680":1.86,"HSTECHF":1.89},"rights":null},{"id":643525,"article_id":"2635278684","title":"昂跑Q1营收首破8亿瑞郎，北美降速，亚太狂飙","subtitle":"","subtitle_show":0,"pub_time":1778640022000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772143","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSFmain":1.5,"ONON":1.5},"rights":null},{"id":643563,"article_id":"2635789022","title":"中信建投夏凡捷：下半年牛市行情将继续，算力牛”和“复苏牛”是主线","subtitle":"","subtitle_show":0,"pub_time":1778638427000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772144","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601066":1.5},"rights":null},{"id":643403,"article_id":"2635227064","title":"一只美元货币基金产品的“翻车”实录","subtitle":"","subtitle_show":0,"pub_time":1778637562000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772137","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03152":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":643410,"article_id":"2635622709","title":"别只盯着芯片，高盛：从数据管理到员工培训，AI Agent需要“大规模非硬件投资”","subtitle":"","subtitle_show":0,"pub_time":1778636464000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772134","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159813":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"CHPS":1.5,"CHPY":1.5,"FTXL":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"XSD":1.5},"rights":null},{"id":643577,"article_id":"2635984222","title":"报道：鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标","subtitle":"","subtitle_show":0,"pub_time":1778634395000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772130","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"601138":2,"02038":2,"06088":2,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":643181,"article_id":"2635722475","title":"油价与美债收益率齐升！“NACHO交易”升温","subtitle":"","subtitle_show":0,"pub_time":1778634040000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772127","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDM":0.6,"DIA":0.6,"DIG":1.5,"DMAX":0.6,"DOG":0.6,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DXD":0.6,"ERX":1.5,"FTXN":1.5,"GPIQ":0.6,"GUSH":1.5,"HIBL":0.6,"IEO":1.5,"IVV":0.6,"IXC":1.5,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PSQ":0.6,"PXE":1.5,"PXJ":1.5,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UGA":1.5,"UPRO":0.6,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VOO":0.6,"WTIU":1.5,"XES":1.5,"YSPY":0.6},"rights":null},{"id":643174,"article_id":"2635224611","title":"通胀高，空美债！“美联储加息”预期升温，“债券老手”预测“10年美债收益率今年破5%”","subtitle":"","subtitle_show":0,"pub_time":1778631921000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772124","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"MINT":1.5,"PBDC":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VOO":1.5},"rights":null},{"id":643103,"article_id":"2635722193","title":"芯片股终于跌了！费城半导体指数盘中一度跌6.8%，美光、英特尔、博通“领跌”纳指","subtitle":"","subtitle_show":0,"pub_time":1778630512000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772128","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.92,"AVGG":0.6,"AVGO":1.91,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"FTEC":0.6,"MNQmain":0.6,"GPIQ":0.6,"INTC":1.92,"INTW":0.6,"IYW":0.6,"JEPQ":0.6,"LINT":0.6,"MU":1.91,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NDX":0.6,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"SOX":1.98,"TECL":0.6,"TECS":0.6,"TQQY":0.6},"rights":null},{"id":643068,"article_id":"2635218262","title":"彻夜谈判宣告失败，三星电子面临“5月21日开始的18天罢工”","subtitle":"","subtitle_show":0,"pub_time":1778630209000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772126","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EEMO":1.5,"IEMG":1.5,"SSNLF":1.5,"WTAI":1.5},"rights":null},{"id":642969,"article_id":"1192842961","title":"美国上诉法院暂停针对特朗普10%全球关税的反对判决，关税将继续征收","subtitle":"","subtitle_show":0,"pub_time":1778627178974,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":642904,"article_id":"2635433226","title":"中东“暗战”升级？科威特称伊朗企图“武装渗透”波斯湾战略岛屿，伊回应“毫无依据”","subtitle":"","subtitle_show":0,"pub_time":1778625722000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772110","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":642925,"article_id":"2635264002","title":"黄仁勋2026财年总薪酬3630万美元，缩水27%，英伟达股票奖励大减","subtitle":"","subtitle_show":0,"pub_time":1778625361000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772123","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":642815,"article_id":"2635354225","title":"Anthropic推出逾十款法律AI工具，覆盖合同审查到司法备考","subtitle":"","subtitle_show":0,"pub_time":1778621637000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772121","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":642797,"article_id":"2635225831","title":"三名部长请辞！斯塔默深陷下台危机，内阁“逼宫”大战一触即发","subtitle":"","subtitle_show":0,"pub_time":1778621416000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772104","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":642812,"article_id":"2635225355","title":"报道：Anthropic寻求300亿美元融资，估值逼近万亿","subtitle":"","subtitle_show":0,"pub_time":1778621383000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772120","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPOS":0.61},"rights":null},{"id":642463,"article_id":"2635242585","title":"中东“影子战争”升温：阿联酋之后沙特也被曝秘密袭击伊朗","subtitle":"","subtitle_show":0,"pub_time":1778614219000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772114","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":642466,"article_id":"2635586242","title":"韩国海关数据揭露存储价格月度暴涨：SSD飙升63%、HBM涨19%","subtitle":"","subtitle_show":0,"pub_time":1778614207000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772112","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"SSD":1.5},"rights":null},{"id":642460,"article_id":"2635242364","title":"伊朗称与美谈判先决条件是结束战事并解除封锁，特朗普称不急于解决冲突、将机上考虑止战红线","subtitle":"","subtitle_show":0,"pub_time":1778614195000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772113","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":642413,"article_id":"2635244679","title":"4月CPI意味着什么？“新美联储通讯社”：降息不再是2026年故事，沃什麻烦了","subtitle":"","subtitle_show":0,"pub_time":1778611486000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772111","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":642324,"article_id":"2635882241","title":"美参议院确认沃什出任美联储理事，美联储主席确认投票最早将于周三完成","subtitle":"","subtitle_show":0,"pub_time":1778606637000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772109","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".SPX":2,"AGG":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"TBIL":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":642241,"article_id":"2635679246","title":"连续六个月上涨！印度4月CPI升至3.48%，输入型能源通胀风险正在积聚","subtitle":"","subtitle_show":0,"pub_time":1778603202000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772107","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"MNDmain":1.5},"rights":null},{"id":642154,"article_id":"2634455792","title":"油价冲击叠加AI红利，韩国10年期国债收益率破4%，市场加息预期升温","subtitle":"","subtitle_show":0,"pub_time":1778600727000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772106","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BNO":1.5,"BWET":1.5,"CHAT":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KR10Y.BOND":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"UGA":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5},"rights":null},{"id":642353,"article_id":"2635241431","title":"美股半导体指数跌超4%，高通重挫12%，英特尔大跌9.1%","subtitle":"","subtitle_show":0,"pub_time":1778600696000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772105","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.9,"INTC":1.9,"INTW":0.6,"LINT":0.6,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.92,"SOX":1.97},"rights":null},{"id":642063,"article_id":"2634818243","title":"软银再砸4.57亿美元！Graphcore获孙正义重金加持，剑指通用人工智能","subtitle":"","subtitle_show":0,"pub_time":1778598446000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772103","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03160":0.6,"AGIX":1.5,"SFTBY":1.5},"rights":null},{"id":641601,"article_id":"2634212936","title":"芝商所拟推出算力期货，瞄准AI时代\"新石油\"","subtitle":"","subtitle_show":0,"pub_time":1778592059000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772098","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BNO":1.5,"CHAT":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"FGBXmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":641708,"article_id":"2634064212","title":"怎么涨怎么跌！美股AI期权狂潮“双刃剑”下，英伟达财报或成市场转折点","subtitle":"","subtitle_show":0,"pub_time":1778591965000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772100","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.9,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.93,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":641588,"article_id":"2634214237","title":"新政落地四十天：AI漫剧迎来第一次泡沫破裂","subtitle":"","subtitle_show":0,"pub_time":1778590198000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772097","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":641426,"article_id":"2634211969","title":"净利大跌后再遇增长瓶颈，好孩子国际转型步入深水区","subtitle":"","subtitle_show":0,"pub_time":1778589182000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772096","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01086":1.5},"rights":null},{"id":641480,"article_id":"2634921170","title":"超预期火热！美国4月CPI同比3.8%创近三年新高，核心CPI涨幅扩大至2.8%","subtitle":"","subtitle_show":0,"pub_time":1778589039000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772095","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":641234,"article_id":"2634024216","title":"英特尔六周暴涨214%，空头损失逾百亿仍“死磕”，华尔街警告34%回调空间","subtitle":"","subtitle_show":0,"pub_time":1778587485000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772091","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.98,"INTC":1.98,"INTW":0.6,"LINT":0.6},"rights":null},{"id":641172,"article_id":"2634510216","title":"京东Q1营收同比小幅增长，调整后EBITDA远超预期，外卖业务亏损环比大幅收窄｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778586531000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772084","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09618":1.5,"JD":1.5},"rights":null},{"id":641165,"article_id":"2634545216","title":"互联网泡沫“幸存者”：现在的AI更像1997年，而非1999年","subtitle":"","subtitle_show":0,"pub_time":1778585070000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772089","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159792":1.5,"160636":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":640479,"article_id":"2634946862","title":"泡泡玛特Q1收入预增75％至80％，欧美市场增长放缓，中国线上渠道预增150%","subtitle":"","subtitle_show":0,"pub_time":1778582501800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772083","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09992":1.96},"rights":null},{"id":640437,"article_id":"2634291971","title":"从海力士奖金、三星罢工到全民红利，飙升的韩股吓懵了，这是AI时代的预演吗？","subtitle":"","subtitle_show":0,"pub_time":1778577182000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772082","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"EMXC":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":640280,"article_id":"2634295719","title":"日元保卫战还能打多久？花旗：规模或冲向30万亿日元，158成新红线","subtitle":"","subtitle_show":0,"pub_time":1778573295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772073","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":640287,"article_id":"2634929573","title":"腾讯微信小店的激励加码了","subtitle":"","subtitle_show":0,"pub_time":1778573069000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772079","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.5,"TCHmain":1.5,"HTCD.SI":0.6,"IEMG":1.5,"TCEHY":1.5},"rights":null},{"id":640267,"article_id":"2634295788","title":"对冲基金大举涌入豆油、玉米，押注伊朗战争推高生物燃料需求","subtitle":"","subtitle_show":0,"pub_time":1778572950000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772062","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CXRN":1.5,"MZCmain":1.5,"MZLmain":1.5,"XCmain":1.5,"ZCmain":1.5,"ZLmain":1.5},"rights":null},{"id":640271,"article_id":"2634295209","title":"美银：苹果英特尔的合作或引发46亿欧元设备采购潮，ASML料成最大赢家","subtitle":"","subtitle_show":0,"pub_time":1778572904000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772063","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03165":0.6,"04335":1.93,"AAPB":0.6,"AAPD":0.6,"AAPL":1.94,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.91,"ASMU":0.6,"EUO":0.6,"GOOG":0.6,"INTC":1.93,"INTW":0.6,"LINT":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":640232,"article_id":"2634295320","title":"“英伟达税”之后是“内存税！AI基建成本正在失控：资本支出中内存占比将飙至30%","subtitle":"","subtitle_show":0,"pub_time":1778572285000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772072","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":1.8,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":1.82,"MSFT":1.85,"MU":1.88,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.96,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":640277,"article_id":"2634295715","title":"中信建投董事长刘成：新一轮科技革命浪涌，科创已成为国际竞争与合作核心焦点","subtitle":"","subtitle_show":0,"pub_time":1778571039000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772080","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"601066":1.5},"rights":null},{"id":640193,"article_id":"2634306293","title":"390万元起！宇树发布全球首款量产版载人变形机甲GD01，CEO亲自试驾","subtitle":"","subtitle_show":0,"pub_time":1778571011000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772068","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":0.67,"ROBO":0.9},"rights":null},{"id":640154,"article_id":"2634298948","title":"美联储新掌门的两难：降息通胀狂飙，不降则面临特朗普起诉","subtitle":"","subtitle_show":0,"pub_time":1778569616000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772056","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BND":1.5,"BOND":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":640047,"article_id":"2634262979","title":"日本财务大臣：贝森特对日元干预政策“充分理解”","subtitle":"","subtitle_show":0,"pub_time":1778567451000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772057","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":0.9,"JPYmain":0.9,"MJYmain":0.6,"FXY":0.9,"HEWJ":0.9,"USDJPY.FOREX":0.9,"YCL":0.9,"YCS":0.9},"rights":null},{"id":639670,"article_id":"2634250985","title":"AI牛市过热了？美股资金开始“踩刹车”，下一波行情要看韩股会不会出现FOMO","subtitle":"","subtitle_show":0,"pub_time":1778564865000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772038","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EWY":1.5,"FLKR":1.5,"FOMO":1.5,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"KORU":1.5,"MKOR":1.5,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"VXUS":1.5,"YSPY":0.6},"rights":null},{"id":639988,"article_id":"2634690312","title":"货币不会因AI而消失：真正稀缺的东西，算力造不出来","subtitle":"","subtitle_show":0,"pub_time":1778564372000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772053","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":639991,"article_id":"2634726903","title":"印度股市，正在被资本抛弃","subtitle":"","subtitle_show":0,"pub_time":1778563340000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772054","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMA":1.5,"EMXC":1.5,"EPI":1.5,"FLIN":1.5,"GLIN":1.5,"IMVP":1.5,"INCO":1.5,"IND":1.5,"INDA":1.5,"INDE":1.5,"INDL":1.5,"INDY":1.5,"INQQ":1.5,"NDIA":1.5,"NFTY":1.5,"PIN":1.5,"SCIN":1.5,"SMIN":1.5},"rights":null},{"id":639899,"article_id":"2634063265","title":"连续亏损后，昆仑万维陷入AI中间困境","subtitle":"","subtitle_show":0,"pub_time":1778560946000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772052","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300418":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":639827,"article_id":"2634268292","title":"“中国版谷歌”！花旗预测：阿里云AI相关收入未来五年CAGR增速将达90%，MAAS增速达235%","subtitle":"","subtitle_show":0,"pub_time":1778557617400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772048","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"89988":0.6,"09988":1.96,"BABA":1.96,"GGLL":0.6,"GGLS":0.6,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":639796,"article_id":"2634682132","title":"市场涨出“2000年的感觉”？高盛合伙人：“喊顶”是徒劳，或许应该拥抱泡沫","subtitle":"","subtitle_show":0,"pub_time":1778556722000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772035","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":639753,"article_id":"2634500612","title":"汽油价格飙升！美国周一再度大规模释放战略石油储备，应对夏季高峰","subtitle":"","subtitle_show":0,"pub_time":1778555327000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772025","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":639776,"article_id":"2634250156","title":"Circle：AI Agent需要带API的货币","subtitle":"","subtitle_show":0,"pub_time":1778554358000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772044","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CCUP":0.6,"CHAT":1.5,"CRCA":0.6,"CRCD":0.6,"CRCG":0.6,"CRCL":1.5,"CRCO":0.6,"DAPP":1.5,"ICRC":0.6},"rights":null},{"id":639681,"article_id":"2634501592","title":"瑞银调查：企业对AI落地速度存在系统性高估，预期与现实的差距不断扩大","subtitle":"","subtitle_show":0,"pub_time":1778554348000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772042","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":639714,"article_id":"2634325043","title":"扭亏为盈后，涂鸦智能要加速拥抱AI","subtitle":"","subtitle_show":0,"pub_time":1778554275000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772046","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02391":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"TUYA":1.5},"rights":null},{"id":639357,"article_id":"2634525285","title":"韩国政策高层：AI产业的超额利润应返还全民，提议设立“公民红利”","subtitle":"","subtitle_show":0,"pub_time":1778553494600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772036","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":638824,"article_id":"2634253833","title":"韩国股市领涨全球后，资金“史上最大规模”撤离韩国ETF","subtitle":"","subtitle_show":0,"pub_time":1778552712000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772017","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EEMO":1.5,"EWY":1.5,"FDN":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":639687,"article_id":"2634154250","title":"中东局势蒙尘，亚太股市涨势逆转，韩国综指日内跌近4%，三星电子、SK海力士转跌","subtitle":"","subtitle_show":0,"pub_time":1778552544000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772040","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EEMO":1.5,"IEMG":1.5,"SSNLF":1.5,"WTAI":1.5},"rights":null},{"id":639582,"article_id":"2634257185","title":"创业板震荡上涨，算力硬件继续活跃，中际旭创股价破千，恒指、恒科指双双走高，快手大涨超6%","subtitle":"","subtitle_show":0,"pub_time":1778551931000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772041","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81024":0.6,"159915":1.5,"159967":0.6,"159982":1.5,"300308":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"513600":0.6,"515890":0.6,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"01024":1.5,"02833":0.6,"07226":1.5,"CNXT":1.5,"HHImain":0.6,"HSImain":1.5,"KSTmain":1.5,"MCHmain":0.6,"MHImain":1.5,"HSI":1.5},"rights":null},{"id":639312,"article_id":"2634254834","title":"“量子英伟达”Rigetti一季度营收翻了三倍、但亏损扩大，量子计算商业化还要等多久","subtitle":"","subtitle_show":0,"pub_time":1778546421000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772034","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"RGTI":1.97,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":639292,"article_id":"2634349251","title":"开启AI大时代的投资！微软对OpenAI持股“浮盈”1220亿美元","subtitle":"","subtitle_show":0,"pub_time":1778545444000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772033","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":639267,"article_id":"2634251353","title":"AI的大瓶颈始终是：台积电","subtitle":"","subtitle_show":0,"pub_time":1778545141000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772031","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.97,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":639190,"article_id":"2634594362","title":"“大多头”Ed Yardeni：标普年底必破8000点，三年后破10000点！","subtitle":"","subtitle_show":0,"pub_time":1778544089000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772028","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ESmain":1.5},"rights":null},{"id":639195,"article_id":"2634825943","title":"华尔街轮番推迟时点预期，今年美联储降息悬了？","subtitle":"","subtitle_show":0,"pub_time":1778543842000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772027","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":638945,"article_id":"2634552502","title":"“大空头”：美股或将崩盘，科技股飙升重现2000年泡沫","subtitle":"","subtitle_show":0,"pub_time":1778538095000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3772023","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03086":1.5,"SOX":2,"TTTN":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":638882,"article_id":"2634825320","title":"无惧中东局势，供需紧张推升伦铜创历史新高","subtitle":"","subtitle_show":0,"pub_time":1778535689000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772019","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COPJ":0.64,"COPP":0.64,"COPX":0.64,"CPER":0.64,"CPXR":0.64,"DBB":0.89,"ICOP":0.64,"PICK":0.64,"XME":0.9},"rights":null},{"id":638774,"article_id":"2634725853","title":"阿联酋参战？报道称已秘密袭击伊朗、4月曾击中波斯湾内岛上一炼油厂","subtitle":"","subtitle_show":0,"pub_time":1778532864000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772020","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":638453,"article_id":"2634234228","title":"美国“通胀周”开启，大摩：周二CPI数据或\"更劲爆\"","subtitle":"","subtitle_show":0,"pub_time":1778528633000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772016","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":0.64,"BIL":0.64,"BND":0.64,"BOND":0.64,"BOXX":0.64,"BSV":0.64,"EDV":0.64,"FAZ":0.64,"FOMC":1,"GOVT":0.64,"HYG":0.64,"IEF":0.64,"IEI":0.64,"JPST":0.64,"KBE":0.64,"LQD":0.64,"MINT":0.64,"MUB":0.64,"PPI":1,"SCHO":0.64,"SHV":0.64,"SHY":0.64,"SKRE":0.64,"SPY":0.64,"TBIL":0.64,"TBT":0.64,"TIP":0.64,"TLH":0.64,"TLT":0.64,"TLTW":0.64,"TMF":0.64,"UBT":0.64,"UDN":0.64,"US10Y.BOND":0.9,"US12M.BOND":0.9,"US2Y.BOND":0.9,"US30Y.BOND":0.9,"US3Y.BOND":0.9,"US5Y.BOND":0.9,"US6M.BOND":0.9,"US7Y.BOND":0.9,"UUP":0.64,"VCIT":0.64,"VGIT":0.64,"VGLT":0.64,"VGSH":0.64,"VOO":0.64,"ZROZ":0.64},"rights":null},{"id":638300,"article_id":"2634236997","title":"白银牛市回来了？单日突然暴涨7%，发生了什么？","subtitle":"","subtitle_show":0,"pub_time":1778518809000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772014","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGQ":1.5,"BEGS":1.5,"CEF":1.5,"QImain":1.5,"SImain":1.5,"GBUG":1.5,"GLTR":1.5,"GOAU":1.5,"KSLV":1.5,"PICK":1.5,"PSLV":1.5,"SETM":1.5,"SIL":1.5,"SILJ":1.5,"SIVR":1.5,"SLV":1.5,"SLVP":1.5,"SLVR":1.5,"XME":1.5,"ZSL":1.5},"rights":null},{"id":638241,"article_id":"2634235499","title":"市场仍处于“疯狂上涨”状态；高盛合伙人：走势\"略带2000年泡沫气息\"","subtitle":"","subtitle_show":0,"pub_time":1778516443000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772013","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":638181,"article_id":"2634233577","title":"卢比告急：印度悄然筹划外汇保卫战，限购黄金或成第一步","subtitle":"","subtitle_show":0,"pub_time":1778513558000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772012","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"MNDmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":638099,"article_id":"2634850238","title":"美国二手房旺季开局低迷，销量微升不及预期，房价创历年4月最高纪录","subtitle":"","subtitle_show":0,"pub_time":1778510960000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772011","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"REET":1.5},"rights":null},{"id":638048,"article_id":"2634528016","title":"AI数据中心连接之战：铜退光进是真的吗? CPO时代供应链利润分配有什么变化？","subtitle":"","subtitle_show":0,"pub_time":1778509716000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772008","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"DTCR":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":637749,"article_id":"2634282430","title":"美伊谈判深陷僵局：德黑兰称华盛顿坚持\"不合理要求\"，双方立场分歧难以弥合","subtitle":"","subtitle_show":0,"pub_time":1778506670000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772005","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":637743,"article_id":"2634282432","title":"MiniMax想寻找下一个“10倍”","subtitle":"","subtitle_show":0,"pub_time":1778506548000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772009","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":637746,"article_id":"2634282122","title":"估值200亿美元？快手是否会分拆可灵AI","subtitle":"","subtitle_show":0,"pub_time":1778505949000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772007","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81024":0.6,"01024":1.95},"rights":null},{"id":637740,"article_id":"2634282125","title":"“空间感知机器人第一股”诞生了","subtitle":"","subtitle_show":0,"pub_time":1778505870000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772006","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":637536,"article_id":"2634528179","title":"英债遭抛售！斯塔默“救场演说”引发财政忧虑，30年期收益率重回高位","subtitle":"","subtitle_show":0,"pub_time":1778502455000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3772002","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":637441,"article_id":"2634428937","title":"台积电封装垄断格局悄然松动：SK海力士联手英特尔测试EMIB技术，AI芯片供应链或迎重大变局","subtitle":"","subtitle_show":0,"pub_time":1778500916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771999","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"CNAV":1.5,"EEMO":1.5,"EMXC":1.5,"EWT":1.5,"FLTW":1.5,"IEMG":1.5,"INTC":1.5,"INTW":0.6,"LINT":0.6,"STSM":0.6,"TSM":1.5,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"TWN":1.5},"rights":null},{"id":637207,"article_id":"2634001283","title":"AI下半场，最大的赢家依然是台积电？","subtitle":"","subtitle_show":0,"pub_time":1778499116700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771996","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.97,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":636967,"article_id":"2634469400","title":"鼎捷数智赴港二次上市，但富士康已套现超3亿","subtitle":"","subtitle_show":0,"pub_time":1778495879000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771991","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"91013":1.5,"300378":1.5,"IPOS":1.5},"rights":null},{"id":636888,"article_id":"2634070534","title":"9倍狂飙、净利润超三星 — 海力士是怎么从\"接近破产\"变成全球最赚钱芯片公司的？","subtitle":"","subtitle_show":0,"pub_time":1778494793000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771968","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159813":1.5,"CHAT":1.5,"CHPS":1.5,"CHPY":1.5,"DRAM":1.5,"EMXC":1.5,"FTXL":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"XSD":1.5},"rights":null},{"id":636837,"article_id":"2634640228","title":"沃什首秀前，高盛推迟美联储降息预期至12月","subtitle":"","subtitle_show":0,"pub_time":1778494135500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771983","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GS":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5},"rights":null},{"id":636602,"article_id":"2634401384","title":"维他动力Pre-A轮融资近5亿 首款机器狗产品启动批量交付","subtitle":"","subtitle_show":0,"pub_time":1778488376000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771982","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.9,"ROBO":0.82},"rights":null},{"id":636429,"article_id":"2634067644","title":"韩国Kospi年内涨超80%背后：剔除三星、SK海力士，涨幅只剩不到30%","subtitle":"","subtitle_show":0,"pub_time":1778487820000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771980","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMO":1.5,"EMXC":1.5},"rights":null},{"id":636726,"article_id":"2634406769","title":"英特尔陈立武为黄仁勋授博士帽，同步爆料：正与英伟达合作“令人兴奋的新产品”","subtitle":"","subtitle_show":0,"pub_time":1778487780000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771979","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"INTC":2,"INTW":0.6,"LINT":0.6},"rights":null},{"id":636425,"article_id":"2634406219","title":"伯希和更名“奔赴自然”，三度递表港交所","subtitle":"","subtitle_show":0,"pub_time":1778487407000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771981","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HEXmain":1.5,"IPOS":1.5},"rights":null},{"id":636350,"article_id":"2634406557","title":"贝森特又要去日本了，日本刚砸10万亿干预汇市，这次他会怎么施压？","subtitle":"","subtitle_show":0,"pub_time":1778486533000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771969","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":0.82,"BBJP":0.9,"BND":0.82,"BOND":0.82,"BOXX":0.82,"BSV":0.82,"DFJ":0.9,"DXJ":0.9,"EDV":0.82,"EWJ":0.9,"EWJV":0.9,"EWV":0.9,"EZJ":0.9,"FLJP":0.9,"JPYmain":0.9,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"FXY":0.9,"GOVT":0.82,"HEWJ":0.9,"HYG":0.82,"IEF":0.82,"IEI":0.82,"IIF":1,"JPST":0.82,"JPXN":0.9,"LQD":0.82,"MINT":0.82,"MUB":0.82,"SCHO":0.82,"SGOV":0.86,"SHV":0.82,"SHY":0.82,"TBT":0.82,"TIP":0.82,"TLH":0.82,"TLT":0.88,"TMF":0.88,"UBT":0.82,"USDJPY.FOREX":0.9,"VCIT":0.82,"VGIT":0.82,"VGLT":0.82,"VGSH":0.82,"YCL":0.9,"YCS":0.9},"rights":null},{"id":636371,"article_id":"2634063304","title":"报道：英伟达Vera Rubin 6月试产、7月向主要客户出货，下半年放量","subtitle":"","subtitle_show":0,"pub_time":1778486482000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771974","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":636289,"article_id":"2634126403","title":"铜价无视中东逼近历史新高，花旗：一旦霍尔木兹解封，将直奔15000美元","subtitle":"","subtitle_show":0,"pub_time":1778485270000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771967","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"ICOP":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":636482,"article_id":"2634767406","title":"软银2025财年净利润创历史新高，中期利润目标大幅跃升，计划自建储能工厂为数据中心供电 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778483605000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771973","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":636161,"article_id":"2634470409","title":"黄仁勋：应届生别怕，AI是“一代人一次的机遇”，当下是开启事业的最佳时机","subtitle":"","subtitle_show":0,"pub_time":1778481468000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771965","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AGIX":1.5,"AIPO":1.5,"ANV":0.6,"ARTY":1.5,"CHAT":1.5,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":null},{"id":636089,"article_id":"2634147206","title":"原油不再是主角：下一场能源危机，正在炼油厂悄然引爆","subtitle":"","subtitle_show":0,"pub_time":1778480640200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771962","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":636072,"article_id":"2634472636","title":"AI让股市暂时“忘了”中东战争","subtitle":"","subtitle_show":0,"pub_time":1778478138000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771964","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":636029,"article_id":"2634474997","title":"莫迪呼吁印度民众停止购买黄金","subtitle":"","subtitle_show":0,"pub_time":1778477210000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771961","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"MNDmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":635893,"article_id":"2634476758","title":"违约飙升，深陷亏损！阿波罗拟出售30亿美元私募信贷基金","subtitle":"","subtitle_show":0,"pub_time":1778472196000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771952","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BDC":1},"rights":null},{"id":635863,"article_id":"2634761514","title":"10000点！摩根大通再度上调韩国Kospi指数目标，为一个月内第二次","subtitle":"","subtitle_show":0,"pub_time":1778471302000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771954","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EWY":1.5},"rights":null},{"id":635890,"article_id":"2634731476","title":"告别“弱复苏”博弈：盈利估值双击下的创业板指正重塑A股定价逻辑","subtitle":"","subtitle_show":0,"pub_time":1778470992000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771945","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399001":1.5,"399006":1.5,"399300":1.5},"rights":null},{"id":635833,"article_id":"2634476592","title":"季营收回暖、现金流转正，中公教育度过至暗时刻了吗？","subtitle":"","subtitle_show":0,"pub_time":1778470053000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771958","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159399":1.5,"002607":1.5},"rights":null},{"id":635830,"article_id":"2634476565","title":"民生银行仍在“极限防守”","subtitle":"","subtitle_show":0,"pub_time":1778469745000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771957","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600016":1.5,"01988":1.5},"rights":null},{"id":635726,"article_id":"2634847562","title":"13年不写代码，5天花200美元重建400万美元产品——YC掌门人是怎么做到的？","subtitle":"","subtitle_show":0,"pub_time":1778468144500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771950","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":635729,"article_id":"2634475673","title":"海力士都“自愧不如”：OpenAI员工股票套现66亿美元，75人顶格套现3000万美元","subtitle":"","subtitle_show":0,"pub_time":1778467879000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771953","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":635582,"article_id":"2634733514","title":"沪指突破4200点，科创50涨3%，算力硬件爆发，存储、GPU大涨，恒指、恒科指齐跌，半导体逆势拉升","subtitle":"","subtitle_show":0,"pub_time":1778464978000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771947","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"513600":0.6,"515890":0.6,"000001":1.95,"000300.SH":0.6,"000688":1.92,"000688.SH":0.6,"000905.SH":0.6,"02833":0.6,"HHImain":0.6,"MCHmain":0.6,"HSI":1.87,"HSTECH":1.87},"rights":null},{"id":635534,"article_id":"2634747820","title":"中国4月CPI同比上涨扩大至1.2%， PPI同比和环比涨幅均有所扩大","subtitle":"","subtitle_show":0,"pub_time":1778463040000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771948","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PPI":1.5},"rights":null},{"id":635179,"article_id":"2634427838","title":"差一点点“反超英伟达”！谷歌距离“全球第一市值”一步之遥","subtitle":"","subtitle_show":0,"pub_time":1778458177000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771937","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":2,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":635176,"article_id":"2634427387","title":"美伊局势再度紧张，油价跳涨、黄金下跌，AI浪潮下韩股涨超4%，SK海力士涨10%","subtitle":"","subtitle_show":0,"pub_time":1778458069000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771942","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIPO":1.5,"ARTY":1.5,"BEGS":1.5,"BWET":1.5,"CEF":1.5,"CHAT":1.5,"DBC":1.5,"DBE":1.5,"DGP":1.5,"DIG":1.5,"DRLL":1.5,"DUG":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"EEMO":1.5,"ERX":1.5,"EWY":1.5,"FGDL":1.5,"1OZmain":1.5,"MGCmain":1.5,"QOmain":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GUSH":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IXC":1.5,"KORU":1.5,"MKOR":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"PHYS":1.5,"PICK":1.5,"PXJ":1.5,"SHNY":1.5,"USE":1.5,"USG":1.5,"UYM":1.5,"WTIU":1.5,"XES":1.5,"XME":1.5},"rights":null},{"id":634831,"article_id":"2634623445","title":"远超预期！刚刚过去的财报季，美股“强得惊人”","subtitle":"","subtitle_show":0,"pub_time":1778452236000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771916","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.75,"AAPL":1.88,"ACWI":0.6,"ALLW":0.6,"AMZN":1.88,"BMAY":0.6,"BULZ":0.75,"DBSC":0.6,"ETFT":0.6,"ESmain":0.64,"MESmain":0.6,"GOOG":0.6,"GOOGL":1.88,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MAGY":0.75,"META":1.88,"MOAT":0.6,"MSFT":1.88,"NOBL":0.6,"NVDA":1.88,"OEF":0.6,"OEX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYB":0.6,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"TSLA":1.88,"TSPY":0.6,"UPRO":0.6,"VBK":0.6,"VEU":0.6,"VOO":0.75,"VTI":0.6,"VTV":0.6,"VV":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YMAG":0.75,"YSPY":0.6},"rights":null},{"id":634870,"article_id":"2634447152","title":"沙特阿美：霍尔木兹就算今天重开，市场也难立刻恢复，再拖几周供应冲击会延续到明年","subtitle":"","subtitle_show":0,"pub_time":1778415642000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771930","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":634851,"article_id":"2634444024","title":"芯片股狂潮，还在加速","subtitle":"","subtitle_show":0,"pub_time":1778407734000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771924","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.87,"INTC":1.87,"MU":1.94,"SMH":1.81,"SOX":1.86,"SOXL":1.91},"rights":null},{"id":634844,"article_id":"2634844975","title":"吸引全球资本，亚洲新一轮“超级周期”正上演","subtitle":"","subtitle_show":0,"pub_time":1778396100000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771922","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"CHPS":0.63,"CHPY":0.63,"FTXL":0.63,"PSI":0.63,"ROBO":0.9,"SMH":0.63,"SMHX":0.63,"SOXL":0.63,"SOXQ":0.63,"SOXS":0.63,"SOXX":0.63,"SOXY":0.63,"SSG":0.63,"TEKX":0.63,"USD":0.63,"VGT":0.7,"XSD":0.63},"rights":null},{"id":634835,"article_id":"2634737445","title":"美银Hartnett：材料板块将是下一个“牛市新宠”","subtitle":"","subtitle_show":0,"pub_time":1778386146000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771917","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XLB":1.5},"rights":null},{"id":634818,"article_id":"2634443416","title":"历史的回归：德意志银行谈黄金、美元与货币未来","subtitle":"","subtitle_show":0,"pub_time":1778379574000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771915","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DB":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":634813,"article_id":"2634077448","title":"美联储高官：如果AI成了，那会加息；如果AI败了，那会滞胀","subtitle":"","subtitle_show":0,"pub_time":1778376187000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771913","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"AIPO":1.5,"ARTY":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"CHAT":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":634803,"article_id":"2634448233","title":"丰田陷入“增收不增利”漩涡","subtitle":"","subtitle_show":0,"pub_time":1778375190000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771911","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPYmain":0.73,"MJYmain":0.6,"FXY":0.6,"YCS":0.6},"rights":null},{"id":634806,"article_id":"2634844823","title":"当OpenAI和Anthropic下场“抢生意”，Palantir的真对手来了","subtitle":"","subtitle_show":0,"pub_time":1778375061000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771914","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PLOO":0.6,"PLT":0.6,"PLTA":0.6,"PLTD":0.6,"PLTG":0.6,"PLTI":0.6,"PLTR":1.97,"PLTU":0.6,"PLTW":0.6,"PLTY":0.6,"PLTZ":0.6,"PLYY":0.6,"PTIR":0.6},"rights":null},{"id":634751,"article_id":"2634136164","title":"前小米高管入局具身智能 小雨智造获数亿B+轮融资","subtitle":"","subtitle_show":0,"pub_time":1778323401000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771906","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81810":0.6,"00656":1.55,"01810":1.71,"01982":1.57,"DIDI":1.61,"FOSUY":1.55,"HXXD.SI":0.6,"XIACY":1.71},"rights":null},{"id":634742,"article_id":"2634490405","title":"涨太多的苦恼：美国投资者激辩“当下是1999年再现吗？”","subtitle":"","subtitle_show":0,"pub_time":1778320031000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771904","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.84,"AI":0.84,"AIPO":0.9,"AIYY":0.6,"ARTY":0.84,"CHAT":0.9,"GSX":0.6},"rights":null},{"id":634730,"article_id":"2634314490","title":"高盛预计美联储最早12月降息，较此前预测延后一个季度","subtitle":"","subtitle_show":0,"pub_time":1778317488000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771902","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":634737,"article_id":"2634182490","title":"比亚迪加速落子B端","subtitle":"","subtitle_show":0,"pub_time":1778317212000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771903","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81211":0.6,"002594":1.96,"01211":1.96,"BYDDY":1.96,"EVS.SI":0.6,"HYDD.SI":0.6},"rights":null},{"id":634734,"article_id":"2634947490","title":"成立不到六年，芯德半导体冲刺港股","subtitle":"","subtitle_show":0,"pub_time":1778316850000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771901","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"91199":1.98},"rights":null},{"id":634727,"article_id":"2634497901","title":"美联储降息理由日益枯竭，沃什接棒面临棘手局面","subtitle":"","subtitle_show":0,"pub_time":1778314711000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771899","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":634724,"article_id":"2634249790","title":"抖音电商试水“城市自营店”，用“明日达”重切近场电商","subtitle":"","subtitle_show":0,"pub_time":1778313130000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771898","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JD":0.6},"rights":null},{"id":634704,"article_id":"2634849787","title":"AI基础设施投资风向转变：AMD、英特尔与美光飙涨，英伟达光环渐褪","subtitle":"","subtitle_show":0,"pub_time":1778312821000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771897","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.94,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1.85,"AMD":1.95,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"AMZN":0.6,"ANV":0.6,"DAMD":0.6,"DIPS":0.6,"GLW":1.87,"GOOG":0.6,"INTC":1.94,"INTW":0.6,"LINT":0.6,"META":0.6,"MSFT":0.6,"MU":1.94,"MUD":0.6,"MULL":0.6,"MUU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.92,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":634695,"article_id":"2634282492","title":"黄金重回关键趋势线上方，多头能否重夺主导权？","subtitle":"","subtitle_show":0,"pub_time":1778311419000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771896","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":634685,"article_id":"2634494023","title":"中国4月原油进口量降至三年低位，大豆进口量同比大涨近40%，铝出口量创17个月高位","subtitle":"","subtitle_show":0,"pub_time":1778307903000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771892","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBB":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"MZSmain":1.5,"QMmain":1.5,"XKmain":1.5,"ZSmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PICK":1.5,"PXE":1.5,"PXJ":1.5,"SCO":1.5,"SOYB.UK":0.6,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XME":1.5,"XOP":1.5},"rights":null},{"id":634676,"article_id":"2634940304","title":"大空头：当前AI热潮酷似2000年互联网泡沫“破灭前几个月”","subtitle":"","subtitle_show":0,"pub_time":1778307641000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771893","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159792":1.5,"160636":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":634639,"article_id":"2634255499","title":"恐慌性追涨！“动量交易”席卷美国市场，“历史极限”引市场关注","subtitle":"","subtitle_show":0,"pub_time":1778305966100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771881","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1,"DMAX":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SOX":2,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"TEKX":0.64,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":634657,"article_id":"2634494326","title":"“精神病院炒股，成A股公司前十大股东”，最新回应","subtitle":"","subtitle_show":0,"pub_time":1778303691000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771884","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":634650,"article_id":"2634491590","title":"海信加码的闺蜜机“钱景”如何？","subtitle":"","subtitle_show":0,"pub_time":1778295997000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771889","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIDG":0.6,"BIDU":0.68,"KBDU":0.6},"rights":null},{"id":634642,"article_id":"2634499252","title":"中国4月以美元计价出口同比增长14.1%，进口同比增长25.3%","subtitle":"","subtitle_show":0,"pub_time":1778294556000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771888","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":634626,"article_id":"2634496095","title":"为了区区5000元，这家老资格私募吃了“罚单”","subtitle":"","subtitle_show":0,"pub_time":1778292547000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771885","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SOCL":0.9},"rights":null},{"id":634609,"article_id":"2634496595","title":"彻底撕破脸了！OpenAI官司法庭辩论上演“人身攻击”：马斯克“不懂AI且暴躁”，Altman“人品低劣又虚伪”","subtitle":"","subtitle_show":0,"pub_time":1778290833000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771878","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.85,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":634612,"article_id":"2634349659","title":"狂卖80亿美元微软持仓！知名科技对冲基金“十年持股一朝清仓”","subtitle":"","subtitle_show":0,"pub_time":1778290404000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771880","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"GOOGL":1.87,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.96,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":634597,"article_id":"2634495072","title":"单季净赚百亿！“华尔街最赚钱的巨头”，你可能都没听过","subtitle":"","subtitle_show":0,"pub_time":1778289708000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771879","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":634594,"article_id":"2634495102","title":"为保卫日元，日本卖了美债？","subtitle":"","subtitle_show":0,"pub_time":1778287916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771876","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"JPYmain":1.5,"MTNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"FXY":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HEWJ":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"UTHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":634555,"article_id":"2634949392","title":"“英伟达挑战者”Cerebras据称下周上市，或为美国年内最大IPO","subtitle":"","subtitle_show":0,"pub_time":1778285347000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771877","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"CBRS":1.91,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":634602,"article_id":"2634462870","title":"阿波罗、黑石洽谈为博通提供约350亿美元融资","subtitle":"","subtitle_show":0,"pub_time":1778284412700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771871","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"APO":1.89,"AVGG":0.6,"AVGO":1.97,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"BX":1.88},"rights":null},{"id":634474,"article_id":"2634946063","title":"美联储：私募信贷赎回风险\"可控\"","subtitle":"","subtitle_show":0,"pub_time":1778276920000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771872","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"ZROZ":1.5},"rights":null},{"id":634466,"article_id":"2634467772","title":"“新美联储通讯社”：四月非农数据稳健，美联储政策重心应转向通胀","subtitle":"","subtitle_show":0,"pub_time":1778274545000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771873","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GCmain":1.5,"MGCmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":634186,"article_id":"2634669824","title":"Jane Street Q1收入161亿美元创纪录，净利润同比翻番，领跑华尔街｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778262353000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771869","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":634021,"article_id":"2634468035","title":"美银Hartnett：美股如此强劲历史罕见，黄金今年涨幅有望达到30%","subtitle":"","subtitle_show":0,"pub_time":1778256083000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771866","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":634029,"article_id":"2634680394","title":"新债王：正在为美国\"债务重组\"做准备；哈塞特：美债违约“百万年内不可能”","subtitle":"","subtitle_show":0,"pub_time":1778256055000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771867","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DBND":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":633365,"article_id":"2633459894","title":"港股“消费级3D打印第一股”来了？","subtitle":"","subtitle_show":0,"pub_time":1778251319800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771859","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"PRNT":1.5,"VXUS":1.5},"rights":null},{"id":633798,"article_id":"2633452052","title":"斯塔默表态“绝不辞职”：英债应声反弹，市场押注“最坏情况”已经过去","subtitle":"","subtitle_show":0,"pub_time":1778249681000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771860","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":631998,"article_id":"2633101149","title":"美股异动 | Rocket Lab涨超21%，Q1营收暴增64%、拿下\"黄金穹顶\"大单，订单积压突破22亿美元 ","subtitle":"","subtitle_show":0,"pub_time":1778248935200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771799","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"RKLB":2,"RKLX":0.6,"RKLZ":0.6,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":633508,"article_id":"2633451639","title":"美联储理事米兰：希望鲍威尔只是短暂留任理事，不会有任何更险恶的图谋","subtitle":"","subtitle_show":0,"pub_time":1778246525600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771863","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":633579,"article_id":"2633543614","title":"美军再次发动空袭！美国务卿：希望美伊进入严肃谈判进程，预计“今天会得到回复”","subtitle":"","subtitle_show":0,"pub_time":1778244631000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771862","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":633281,"article_id":"2633456363","title":"世界杯倒计时！人类：看好法国夺冠，AI：西班牙同样有戏","subtitle":"","subtitle_show":0,"pub_time":1778242369000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771857","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":633718,"article_id":"2633745280","title":"AI泡沫，会被什么戳破？","subtitle":"","subtitle_show":0,"pub_time":1778240111000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771855","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":633173,"article_id":"2633078458","title":"“试图干扰石油出口”，伊朗军方出手！","subtitle":"","subtitle_show":0,"pub_time":1778239542000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771856","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":632999,"article_id":"2633432192","title":"7250亿美元豪赌AI的代价：美股科技巨头现金流创逾十年新低","subtitle":"","subtitle_show":0,"pub_time":1778238351300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771849","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159399":1.5,"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"XMAG":1.5},"rights":null},{"id":632862,"article_id":"2633543990","title":"一场石油危机，触发油服20年来最大上行周期？","subtitle":"","subtitle_show":0,"pub_time":1778233250900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771838","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRLL":0.65,"FID":1},"rights":null},{"id":632837,"article_id":"2633715436","title":"物理AI时代核心“卖铲人”：数据采集是机器人下一个风口？","subtitle":"","subtitle_show":0,"pub_time":1778232395800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771840","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"ROBO":1.5},"rights":null},{"id":632781,"article_id":"2633355844","title":"100亿美元没人敢借，软银OpenAI保证金贷款目标下调至60亿","subtitle":"","subtitle_show":0,"pub_time":1778230515300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771839","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159001":1.5},"rights":null},{"id":632665,"article_id":"2633438275","title":"泡泡玛特财报前，德银高喊卖出：海外降温、国内见疲，全年可能转负增长","subtitle":"","subtitle_show":0,"pub_time":1778229057100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771833","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09992":1.98,"PMRTY":1.98},"rights":null},{"id":632770,"article_id":"2633330604","title":"“滞胀交易”席卷市场，今晚非农要多差，才能重启降息预期？","subtitle":"","subtitle_show":0,"pub_time":1778229043200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771837","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DUST":0.6,"DXD":0.6,"GDX":0.6,"GLD":0.6,"GPIQ":0.6,"HIBL":0.6,"IAU":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"NUGT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":632578,"article_id":"2633487642","title":"AI正在引发加密公司裁员潮，Coinbase称“不行动风险最大”","subtitle":"","subtitle_show":0,"pub_time":1778226615100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771831","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"COIA":0.6,"COIG":0.6,"COII":0.6,"COIN":1.94,"COIO":0.6,"COIW":0.6,"CONI":0.6,"CONL":0.6,"CONX":0.6,"CONY":0.6,"COYY":0.6,"FIAT":0.6,"ICOI":0.6},"rights":null},{"id":632525,"article_id":"2633482363","title":"台积电4月营收同比增17.5%，AI需求支撑全年扩张势头","subtitle":"","subtitle_show":0,"pub_time":1778224193700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771823","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":632549,"article_id":"2633821764","title":"“TACO”已经过时，华尔街涌入“NACHO”交易！","subtitle":"","subtitle_show":0,"pub_time":1778223762000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771830","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FAZ":1.5,"TACO":1.5},"rights":null},{"id":632571,"article_id":"2633487386","title":"美股一个危险信号：金融板块年内跌6%，大盘却在创新高","subtitle":"","subtitle_show":0,"pub_time":1778223750000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771826","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"161125":0.87,".DJI":2,".IXIC":2,".SPX":2,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"ETFT":0.6,"GPIQ":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MMAX":0.6,"MOAT":0.6,"NAPR":0.6,"NJAN":0.6,"NJUL":0.6,"NOBL":0.6,"NOCT":0.6,"NQmain":2,"OEF":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"RSP":0.6,"RSPA":0.6,"RSPN":0.6,"RSPU":0.6,"SCHB":0.6,"SCHG":0.87,"SCHX":0.6,"SDOW":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYB":0.6,"SPYD":0.6,"SPYG":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SQQQ":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TQQQ":0.6,"TQQY":0.6,"TSPY":0.6,"TVIXF":0.6,"UDOW":0.6,"UPRO":0.6,"USMV":0.6,"UVIX":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIX":2,"VIXM":0.6,"VIXmain":2,"VIXY":0.6,"VOO":0.6,"VOOG":0.87,"VTI":0.6,"VTV":0.6,"VUG":0.87,"VV":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"VYM":0.87,"XDTE":0.6,"XLF":1.95,"XLG":0.6,"XYLD":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":632561,"article_id":"2633487382","title":"PE巨头阿波罗CEO：“AI、通胀和政府债务”即将到来的冲击，世界并没准备好","subtitle":"","subtitle_show":0,"pub_time":1778223743000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771824","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":632454,"article_id":"2633893844","title":"20万元锂价假设回来了：储能把2026年供需推向缺口","subtitle":"","subtitle_show":0,"pub_time":1778222653800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771822","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LIT":1.5},"rights":null},{"id":632508,"article_id":"2633484916","title":"海峡炮火重燃，布油重返百元关口，黄金小幅上涨，AI交易支撑亚洲股市涨势","subtitle":"","subtitle_show":0,"pub_time":1778221948000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771825","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"AGIX":1.5,"AIA":1.5,"AIPO":1.5,"ARTY":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"CHAT":1.5,"DBC":1.5,"DBO":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"EEMA":1.5,"FGDL":1.5,"1OZmain":1.5,"CLmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QMmain":1.5,"QOmain":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GOAU":1.5,"IAU":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SCO":1.5,"SGOL":1.5,"SHNY":1.5,"UCO":1.5,"UGL":1.5,"USG":1.5,"USO":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":632346,"article_id":"2633348360","title":"美股看涨期权成交量创纪录！高盛合伙人警告：芯片已疯","subtitle":"","subtitle_show":0,"pub_time":1778219976500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771800","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GS":1.87,"GSX":0.6,"SOX":1.9},"rights":null},{"id":632437,"article_id":"2633486728","title":"华夏银行交出一份“反常”开门红","subtitle":"","subtitle_show":0,"pub_time":1778217652000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771821","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600015":1.5},"rights":null},{"id":632342,"article_id":"2633948337","title":"Coinbase：从加密券商到金融基础设施，老故事讲到哪了？","subtitle":"","subtitle_show":0,"pub_time":1778212207000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771819","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COIA":0.6,"COIG":0.6,"COII":0.6,"COIN":1.98,"COIO":0.6,"COIW":0.6,"CONI":0.6,"CONL":0.6,"CONX":0.6,"CONY":0.6,"COYY":0.6,"FIAT":0.6,"ICOI":0.6},"rights":null},{"id":632338,"article_id":"2633483375","title":"交出历史最好业绩后 伊利继续在液奶之外寻找新大陆","subtitle":"","subtitle_show":0,"pub_time":1778211118000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771817","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000997":1.5},"rights":null},{"id":632293,"article_id":"2633488561","title":"高盛：超配中国，A股优于H股，将沪深300目标位上调至5300点","subtitle":"","subtitle_show":0,"pub_time":1778210517000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771813","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":0.6,"399300":1.96,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6},"rights":null},{"id":632279,"article_id":"2633824488","title":"特朗普何时再次TACO？","subtitle":"","subtitle_show":0,"pub_time":1778210506000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771809","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TACO":1.5},"rights":null},{"id":632595,"article_id":"2633019951","title":"CoreWeave电话会：Q1营收翻倍亏损扩大，但下半年利润将迎“逃逸速度” ，推理就是AI的变现方式","subtitle":"","subtitle_show":0,"pub_time":1778207186400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771791","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.98,"CWVX":0.6},"rights":null},{"id":632141,"article_id":"2633029201","title":"“股油齐涨”并不反常！只是AI加速了它的发生","subtitle":"","subtitle_show":0,"pub_time":1778204560000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771804","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":632144,"article_id":"2633029751","title":"前所未见！客户提议出钱帮海力士“买光刻机，建生产线”","subtitle":"","subtitle_show":0,"pub_time":1778204553000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771803","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":632118,"article_id":"2633102387","title":"中东危机下，市场出现四大反常现象","subtitle":"","subtitle_show":0,"pub_time":1778204293000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771802","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.88,"BNO":0.61,"BOND":0.61,"BSV":0.61,"BWET":0.61,"DBC":0.61,"DBE":0.61,"DBND":0.61,"DBO":0.61,"DIG":0.61,"DRIP":0.61,"DRLL":0.61,"DUG":0.71,"EDV":0.61,"ERX":0.61,"FTXN":0.61,"ESmain":0.6,"MESmain":0.6,"GBIL":0.61,"GOLY":0.61,"GOVT":0.61,"GUSH":0.61,"IEI":0.61,"IEO":0.61,"IVV":0.6,"IXC":0.61,"MINT":0.61,"OEF":0.6,"OEX":0.6,"OIH":0.61,"OILK":0.61,"OILT":0.61,"OILU":0.61,"PBDC":0.61,"PXE":0.61,"PXJ":0.61,"SCHO":0.61,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1.88,"SPYB":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"TBIL":0.61,"TBT":0.61,"TLT":0.61,"TMV":1.8,"TYO":0.61,"UBT":0.61,"UGA":0.61,"UPRO":0.6,"USE":0.61,"USHY":0.61,"USL":0.61,"USOI":0.61,"VCIT":0.61,"VCSH":0.61,"VDE":0.61,"VGLT":0.61,"VOO":0.71,"WTIU":0.61,"XES":0.61,"YSPY":0.6,"ZROZ":0.61},"rights":null},{"id":632013,"article_id":"2633510176","title":"美国零售业高管们警告：油价飙升，美国人“钱快用完了”","subtitle":"","subtitle_show":0,"pub_time":1778201679000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771797","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XRT":1.5},"rights":null},{"id":632041,"article_id":"2633101768","title":"“摄像头+AI”！新款Airpods进入开发最后阶段，苹果“首款AI硬件”下注“可视耳机”","subtitle":"","subtitle_show":0,"pub_time":1778201674000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771798","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":631938,"article_id":"2633109589","title":"达利欧：未来5年将发生巨大变化，此后世界将面目全非","subtitle":"","subtitle_show":0,"pub_time":1778199126000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771792","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":0.61,"BAR":0.61,"BEGS":0.61,"BTGD":0.61,"CEF":0.61,"DBC":0.61,"DGP":0.61,"DULL":0.61,"DUST":0.61,"DZZ":0.61,"FGDL":0.61,"1OZmain":0.61,"GCmain":0.9,"MGCmain":0.61,"QOmain":0.61,"SGCmain":0.6,"SGUmain":0.6,"GBUG":0.61,"GDX":0.61,"GDXD":0.61,"GDXJ":0.61,"GDXU":0.61,"GDXY":0.61,"GLD":0.6,"GLDM":0.61,"GLL":0.61,"GLTR":0.61,"GOAU":0.61,"GOLY":0.61,"IAU":0.61,"IAUI":0.61,"IAUM":0.61,"JDST":0.61,"JNUG":0.61,"NUGT":0.6,"OUNZ":0.61,"PALL":0.61,"PHYS":0.61,"PICK":0.61,"RING":0.61,"SGDM":0.61,"SGOL":0.61,"SHNY":0.61,"UGL":0.61,"USG":0.61,"UYM":0.61,"XME":0.61},"rights":null},{"id":631933,"article_id":"2633076106","title":"沙特态度逆转，美国或重启“自由计划”，霍尔木兹海峡局势再度升温？","subtitle":"","subtitle_show":0,"pub_time":1778198935000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771795","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CIA":1},"rights":null},{"id":631930,"article_id":"2633106074","title":"不到1年、估值涨400%！“预测市场巨头”Kalshi新一轮募资估值达220亿美元","subtitle":"","subtitle_show":0,"pub_time":1778198515000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771794","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":631875,"article_id":"2633106200","title":"IMF警告：Mythos级别的新AI模型对金融业构成“系统性风险”","subtitle":"","subtitle_show":0,"pub_time":1778198224000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771793","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IMF":1.5},"rights":null},{"id":630880,"article_id":"2633359124","title":"标普看涨期权爆量2.6万亿美元创新高！高盛交易员警告：市场进入“半非理性追涨模式”","subtitle":"","subtitle_show":0,"pub_time":1778196250600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771775","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"NQmain":2,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":631819,"article_id":"2633068131","title":"OpenAI庭审：马斯克孩子母亲出庭，称马斯克曾向奥特曼提供特斯拉董事会席位","subtitle":"","subtitle_show":0,"pub_time":1778187225000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771785","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"AAPL":0.6,"AMZN":0.6,"CRSH":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.9,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":631578,"article_id":"2633172721","title":"旧金山联储主席淡化美联储声明分歧，称声明措辞不如行动重要","subtitle":"","subtitle_show":0,"pub_time":1778187075000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771784","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"DBND":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":632038,"article_id":"2633108297","title":"CoreWeave季度营收同比增长112%，订单积压达994亿美元，大规模扩张拖累利润","subtitle":"","subtitle_show":0,"pub_time":1778184938000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771786","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CRWV":1.5},"rights":null},{"id":630975,"article_id":"2633127379","title":"纽约联储4月调查：美国消费者长期通胀预期保持稳定","subtitle":"","subtitle_show":0,"pub_time":1778174432000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771777","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.71,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1.71,"SPYB":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":630773,"article_id":"2633129549","title":"连续第三年，华尔街奖金池又要爆了！“战争+波动”意外成印钞机","subtitle":"","subtitle_show":0,"pub_time":1778167487500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771773","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":630531,"article_id":"2633206128","title":"全球最大黄金买家之一波兰央行：计划增持105吨黄金，金价短线拉升","subtitle":"","subtitle_show":0,"pub_time":1778164610300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771769","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":630674,"article_id":"2633125854","title":"法拉利一季度营收逆势大涨，下半场焦点转向首款纯电车型","subtitle":"","subtitle_show":0,"pub_time":1778163097000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771772","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"RACE":1.5},"rights":null},{"id":630597,"article_id":"2633235011","title":"美国上周首申人数回升至20万，续请失业金人数创2024年1月以来新低","subtitle":"","subtitle_show":0,"pub_time":1778162936600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771770","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":630594,"article_id":"2633502123","title":"高盛：即使项目延迟、取消，美国数据中心用电需求仍将在两年内翻倍","subtitle":"","subtitle_show":0,"pub_time":1778162343400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771768","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":630578,"article_id":"2633123808","title":"华尔街“传奇大佬”都铎琼斯：AI牛市“还能再持续一两年”","subtitle":"","subtitle_show":0,"pub_time":1778161511000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771771","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":630429,"article_id":"2633012881","title":"“斯塔默末日”来了？今夜，英国地方选举恐掀翻工党","subtitle":"","subtitle_show":0,"pub_time":1778159870000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771766","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GBPmain":0.79,"MGBPmain":0.6,"TNmain":0.7,"UBmain":0.7,"ZBmain":0.7,"ZFmain":0.7,"ZNmain":0.7,"ZTmain":0.7,"FXB":0.6},"rights":null},{"id":630637,"article_id":"2633123934","title":"中国最大二手车平台冲刺IPO，腾讯、京东坐镇","subtitle":"","subtitle_show":0,"pub_time":1778159801000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771767","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89618":0.6,"BITA":1.84,"HTCD.SI":0.6,"KJD":0.6},"rights":null},{"id":630168,"article_id":"2633144288","title":"高盛：ARM业绩小幅beat，但市场已price in，维持卖出评级","subtitle":"","subtitle_show":0,"pub_time":1778156449600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771755","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ARM":1.95,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6},"rights":null},{"id":630165,"article_id":"2633144465","title":"CoWoS之后，下一代先进封装会是CoPoS？","subtitle":"","subtitle_show":0,"pub_time":1778155816000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771756","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"AAPL":1.85,"CHPS":0.6,"CHPY":0.6,"EMXC":0.8,"EWT":0.7,"FLTW":0.7,"FTXL":0.6,"IEMG":0.7,"NVDA":1.83,"PSI":0.6,"SMH":0.6,"SMHX":0.6,"SOX":1.81,"SOXL":0.6,"SOXQ":0.6,"SOXS":0.6,"SOXX":0.6,"SOXY":0.6,"SSG":0.6,"STSM":0.6,"TEKX":0.6,"TSM":1.95,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"TWN":0.7,"USD":0.6,"XSD":0.6},"rights":null},{"id":630118,"article_id":"2633194141","title":"铝罐告急，印度健怡可乐被迫限供","subtitle":"","subtitle_show":0,"pub_time":1778155019000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771750","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"KO":1.95},"rights":null},{"id":630092,"article_id":"2633141982","title":"从石油冲击到资产裂变：全球进入“大重置”时刻","subtitle":"","subtitle_show":0,"pub_time":1778154890000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771753","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXE":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WTIU":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":629718,"article_id":"2633614860","title":"报道：欧盟考虑限制使用美国云平台处理敏感政府数据","subtitle":"","subtitle_show":0,"pub_time":1778154236000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771751","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FESXmain":1.5,"FSXEmain":1.5},"rights":null},{"id":630048,"article_id":"2633497131","title":"时隔一周，日本再砸5万亿日元护汇率，但效果不佳","subtitle":"","subtitle_show":0,"pub_time":1778153653000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771752","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":0.88,"DFJ":0.88,"DXJ":0.88,"EWJ":0.9,"EWJV":0.88,"EWV":0.88,"EZJ":0.88,"FLJP":0.88,"JPYmain":0.9,"MJYmain":0.6,"FXY":0.9,"HEWJ":0.9,"IMF":1,"JPXN":0.88,"USDJPY.FOREX":0.9,"YCL":0.9,"YCS":0.9},"rights":null},{"id":629978,"article_id":"2633149872","title":"伊朗划定两条霍尔木兹航道，报道称美伊达成封锁换开放共识","subtitle":"","subtitle_show":0,"pub_time":1778153355000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771758","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":629577,"article_id":"2633108112","title":"美股成长史，背后是一部美国战争史","subtitle":"","subtitle_show":0,"pub_time":1778149500000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771740","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BNO":0.84,"DBC":0.9,"DBE":0.84,"DDM":0.6,"DGRO":0.6,"DGRW":0.6,"DIA":0.6,"DIG":0.84,"DJIA":0.6,"DMAX":0.6,"DOG":0.6,"DRIP":0.84,"DRLL":0.84,"DVY":0.6,"DXD":0.6,"ERX":0.84,"FDN":0.6,"FDVV":0.6,"FTXN":0.84,"GPIQ":0.6,"GRNY":0.6,"GUSH":0.84,"HIBL":0.6,"IEO":0.84,"IVV":0.6,"IXC":0.84,"MGK":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"OIH":0.84,"OILK":0.84,"OILT":0.84,"OILU":0.84,"PSQ":0.6,"PXJ":0.84,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHD":0.6,"SCHG":0.6,"SDOW":0.6,"SDS":0.6,"SDY":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TOPT":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"USE":0.84,"USL":0.84,"USOI":0.84,"VDE":0.84,"VOO":0.6,"VUG":0.6,"VYM":0.6,"VYMI":0.6,"XES":0.84,"XLI":0.6,"YMAX":0.6,"YSPY":0.6},"rights":null},{"id":629349,"article_id":"2633511566","title":"需求翻倍但不敢提指引，Arm的AGI芯片到底在怕什么？","subtitle":"","subtitle_show":0,"pub_time":1778147100500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771742","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ARM":1.97},"rights":null},{"id":629419,"article_id":"2633116298","title":"大摩：中国人形机器人，有望复刻“电车奇迹”","subtitle":"","subtitle_show":0,"pub_time":1778144757400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771745","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"02432":2,"09880":2,"ROBO":1.5},"rights":null},{"id":629395,"article_id":"2633305116","title":"三星史上最大罢工逼近！摩根大通测算：最坏或吞噬12%利润，HBM竞争再添变数","subtitle":"","subtitle_show":0,"pub_time":1778143711500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771739","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5,"JPMO":0.6,"JPO":0.6,"PGF":1.5,"SMSN.UK":2},"rights":null},{"id":629378,"article_id":"2633116835","title":"中国4月外汇储备规模环比上涨2.05%，央行连续第18个月增持黄金","subtitle":"","subtitle_show":0,"pub_time":1778142569000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771737","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UGL":1.5,"USG":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":629381,"article_id":"2633111685","title":"美系老牌把筹码押回“家庭”赛道","subtitle":"","subtitle_show":0,"pub_time":1778142439000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771744","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":629346,"article_id":"2633115978","title":"算力缝隙里的7亿元：谁在为无问芯穹的“中间件”生意买单？","subtitle":"","subtitle_show":0,"pub_time":1778141748000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771743","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIPO":0.77,"CHAT":0.77},"rights":null},{"id":629284,"article_id":"2633007113","title":"原油市场再现“内幕交易”？17亿美元交易提前一小时押注伊朗局势缓和","subtitle":"","subtitle_show":0,"pub_time":1778141171000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771734","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"FTXN":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XES":1.5,"XOP":1.5},"rights":null},{"id":629280,"article_id":"2633113045","title":"美国大型工会致信SEC：SpaceX 2万亿美元IPO违背财务逻辑","subtitle":"","subtitle_show":0,"pub_time":1778140788000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771731","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"IPOS":1.5,"SPCX":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":629190,"article_id":"2633900471","title":"Coherent：光通信最甜蜜的烦恼——订单排到2028，股价先跌为敬","subtitle":"","subtitle_show":0,"pub_time":1778138729000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771727","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.85,"AI":0.85,"AIPO":0.85,"AIYY":0.6,"ARTY":0.85,"COHR":1.98,"LITX":0.6,"NVDA":1.88},"rights":null},{"id":629183,"article_id":"2633118867","title":"私募信贷风暴扩散！Gundlach警告：散户正意识自己成为“接盘侠”","subtitle":"","subtitle_show":0,"pub_time":1778138724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771732","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDC":1},"rights":null},{"id":628853,"article_id":"2633042198","title":"4600美元的黄金，到底贵不贵？","subtitle":"","subtitle_show":0,"pub_time":1778138563300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771716","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGDM":1.5,"SGOL":1.5,"SHNY":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"UYM":1.5,"XME":1.5},"rights":null},{"id":629334,"article_id":"2633115669","title":"白宫幕僚长：美国政府“不会指定”AI赢家输家","subtitle":"","subtitle_show":0,"pub_time":1778136581000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771729","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":629109,"article_id":"2633197892","title":"马斯克的xAI正在转型成为一家云计算公司","subtitle":"","subtitle_show":0,"pub_time":1778136200000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771726","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"AMZN":1.54,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":629064,"article_id":"2633945131","title":"英伟达牵手康宁背后：AI数据中心光学连接需求爆发在即","subtitle":"","subtitle_show":0,"pub_time":1778135526700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771723","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ANV":0.6,"DIPS":0.6,"GLW":2,"GLWG":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":628875,"article_id":"2633939041","title":"Coherent电话会：订单已排到2028年，1.6T光模块正“以惊人速度”放量，6英寸磷化铟产能提前翻倍","subtitle":"","subtitle_show":0,"pub_time":1778133829500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771713","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BLOK":0.9,"CW":1,"DTCR":0.9},"rights":null},{"id":629051,"article_id":"2633914191","title":"美图的身份迁移：AI生产力收入增速超56%，垂直影像的To B试水","subtitle":"","subtitle_show":0,"pub_time":1778130414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771721","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01357":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":628954,"article_id":"2633954661","title":"再添一把火！冠绝全球的韩国股市，将迎来美国散户资金","subtitle":"","subtitle_show":0,"pub_time":1778128665000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771718","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMO":1.5,"EWY":1.5,"FLKR":1.5,"KDEF":1.5,"KORU":1.5,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":628936,"article_id":"2633959541","title":"TCL华星冰火两重天：LCD扛住基本盘，OLED持续失血苦战","subtitle":"","subtitle_show":0,"pub_time":1778127430000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771720","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"OLED":1.5},"rights":null},{"id":628899,"article_id":"2633193050","title":"宁德时代钠电池的潜力，被市场严重低估了","subtitle":"","subtitle_show":0,"pub_time":1778126480000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771714","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300750":1.93,"03750":1.93,"EVS.SI":0.6},"rights":null},{"id":628467,"article_id":"2633916161","title":"重温泡沫巅峰的感觉？当前的美股涨的比1999年还快！","subtitle":"","subtitle_show":0,"pub_time":1778126126000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771706","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"CHPS":0.73,"CHPY":0.73,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"FTXL":0.83,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSI":0.73,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SMH":0.83,"SMHX":0.73,"SOXL":0.73,"SOXQ":0.73,"SOXS":0.73,"SOXX":0.73,"SOXY":0.73,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSG":0.73,"SSO":0.6,"TEKX":0.73,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"USD":0.73,"VGT":0.89,"VOO":0.6,"XSD":0.73,"YSPY":0.6},"rights":null},{"id":628872,"article_id":"2633193901","title":"跌落“王座”后，北京银行加速清帐","subtitle":"","subtitle_show":0,"pub_time":1778124481000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771717","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601169":1.5},"rights":null},{"id":628682,"article_id":"2633167502","title":"A股震荡上涨，贵金属、光伏早盘活跃，恒科指大涨近3%，科网股集体反弹","subtitle":"","subtitle_show":0,"pub_time":1778118931000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771709","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000001":1.94,"00700":1.87,"09988":1.87,"BABA":1.87,"HSTECHF":1.94,"TCEHY":1.87},"rights":null},{"id":628553,"article_id":"2633647151","title":"财报超预期，但\"光通信巨头\"Coherent盘后重挫","subtitle":"","subtitle_show":0,"pub_time":1778116365000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771707","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIPO":0.67},"rights":null},{"id":628547,"article_id":"2633164269","title":"ARM电话会：“到2030年CPU市场最大份额属于Arm”，CPU数量未必超过GPU，但核心数会","subtitle":"","subtitle_show":0,"pub_time":1778115953000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771703","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ARM":1.97,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6},"rights":null},{"id":628438,"article_id":"2633161371","title":"百亿明星私募被曝光“打新内幕”","subtitle":"","subtitle_show":0,"pub_time":1778113356000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771699","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":628435,"article_id":"2633376161","title":"巴基斯坦消息人士称美伊接近达成停战谅解备忘录，旨在重启为期1个月的谈判","subtitle":"","subtitle_show":0,"pub_time":1778113283000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771704","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":628291,"article_id":"2633915006","title":"ARM第四财季业绩超预期，第一财季指引乐观，但警告智能手机市场“逆风”","subtitle":"","subtitle_show":0,"pub_time":1778109320100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771695","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ARM":2.1,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6},"rights":null},{"id":628142,"article_id":"2633168315","title":"马斯克：xAI不再作为独立公司存在，将更名为SpaceXAI","subtitle":"","subtitle_show":0,"pub_time":1778102382000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771692","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.87,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":628138,"article_id":"2633168319","title":"把握停火行情，科技方向选股基金单月回报接近19%，创历史纪录","subtitle":"","subtitle_show":0,"pub_time":1778102354000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771694","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":627445,"article_id":"2633130567","title":"低投机仓、低波动率、潜在追涨资金，白银新一轮突破将至？","subtitle":"","subtitle_show":0,"pub_time":1778084087000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771686","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SLV":1.91,"XAGUSD.FOREX":1.91},"rights":null},{"id":627418,"article_id":"2633371621","title":"伊朗危机是否会导致全球经济衰退？","subtitle":"","subtitle_show":0,"pub_time":1778082930000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771685","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"REET":1.5},"rights":null},{"id":627026,"article_id":"2633139858","title":"美国财政部延续“缓兵之计”：发债规模维稳至2027年，短债依赖风险渐增","subtitle":"","subtitle_show":0,"pub_time":1778078014000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771682","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TNmain":0.89,"UBmain":0.89,"ZBmain":0.89,"ZFmain":0.89,"ZNmain":0.89,"ZTmain":0.89,"TLT":0.61},"rights":null},{"id":626883,"article_id":"2633135972","title":"豆包能否掀起国内AI订阅浪潮","subtitle":"","subtitle_show":0,"pub_time":1778072052000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771680","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":626721,"article_id":"2633133517","title":"为什么存储原厂都不急着扩产？","subtitle":"","subtitle_show":0,"pub_time":1778071816000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771676","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AIYY":0.6,"SNDK":1.85,"STX":1.87,"WDC":1.94,"WDCX":0.6},"rights":null},{"id":626585,"article_id":"2633802611","title":"齐普策交卷，押注单一路线的时代结束了","subtitle":"","subtitle_show":0,"pub_time":1778067854000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771672","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":0.9,"PPA":1},"rights":null},{"id":626513,"article_id":"2633805241","title":"高盛深度报告：即将到来的拐点——解码AI智能体经济","subtitle":"","subtitle_show":0,"pub_time":1778067606000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771671","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159819":1.5,"GS":1.5,"GSX":0.6},"rights":null},{"id":626313,"article_id":"2633518471","title":"运营商不甘心只当管道：中移动AI-eSIM的野心与边界","subtitle":"","subtitle_show":0,"pub_time":1778064523000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771663","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80883":0.6,"00941":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":625996,"article_id":"2633186209","title":"AI服务器挤爆内存产能：苹果电脑配置遭削减，Mac mini最高仅48GB","subtitle":"","subtitle_show":0,"pub_time":1778062520000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771658","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.96,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":625357,"article_id":"2633902677","title":"全球监管机构拉响警报：私募信贷2万亿美元市场藏“系统风险”","subtitle":"","subtitle_show":0,"pub_time":1778059790100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771647","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BDC":1,"FSB":1,"PIK":1},"rights":null},{"id":625759,"article_id":"2633188170","title":"中国大模型融资王！Kimi再融资20亿美元，估值冲破200亿美元","subtitle":"","subtitle_show":0,"pub_time":1778059019000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771655","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"162717":1.5},"rights":null},{"id":625705,"article_id":"2633188857","title":"报道：美国和伊朗即将达成协议，以结束战争","subtitle":"","subtitle_show":0,"pub_time":1778057597000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771656","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":625500,"article_id":"2633907843","title":"美债5%压不住了？华尔街抛出“反向认购窗口”，财政部或被迫变招","subtitle":"","subtitle_show":0,"pub_time":1778057261600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771646","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZNmain":2,"ZROZ":1.5},"rights":null},{"id":625556,"article_id":"2633907247","title":"Figure CEO：人形机器人很快将以每月600美元价格进入家庭","subtitle":"","subtitle_show":0,"pub_time":1778056322000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771653","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":625122,"article_id":"2633099459","title":"分拆一年反超前东家：闪迪市值如今比西部数据高400亿","subtitle":"","subtitle_show":0,"pub_time":1778052208000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771638","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SNDK":1.98,"SNXX":0.6,"WDC":1.92,"WDCX":0.6},"rights":null},{"id":625170,"article_id":"2633901126","title":"诺和诺德Q1净销售额下降4%，但Wegovy口服药销量大超预期，小幅上调全年指引 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1778051455000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771640","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"NVO":1.96,"NVOH":0.6,"NVOX":0.6},"rights":null},{"id":625157,"article_id":"2633649901","title":"91%有漏洞、94%可投毒——AI Agent的安全“一团糟”","subtitle":"","subtitle_show":0,"pub_time":1778051190000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771639","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":625050,"article_id":"2633480906","title":"“自由计划”实施仅一天就叫停，特朗普在顾虑什么？","subtitle":"","subtitle_show":0,"pub_time":1778050899300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771636","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":625144,"article_id":"2633901511","title":"石油焦断供，下一个铝价暴涨的导火索？","subtitle":"","subtitle_show":0,"pub_time":1778050886000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771641","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CCS":1,"DBB":0.9,"PICK":0.9,"XME":0.9},"rights":null},{"id":625153,"article_id":"2633290151","title":"外资净买入3.5万亿韩元的韩国股票，创单日最大净买入纪录","subtitle":"","subtitle_show":0,"pub_time":1778049647000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771642","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.8,"AMD":1.87,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"EWY":0.72,"FLKR":0.72,"FTXL":0.64,"INTC":1.8,"KORU":0.72,"VGT":0.64},"rights":null},{"id":624556,"article_id":"2633478971","title":"沃什的艰难开局：降息难度极大，缩表耗时漫长，沟通改革阻力重重","subtitle":"","subtitle_show":0,"pub_time":1778049140000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771616","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":624813,"article_id":"2633977471","title":"内存不够，AI就得“从头算”！美光高管：我们跟不上内存需求了，全球建厂5座还不够","subtitle":"","subtitle_show":0,"pub_time":1778048246700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771624","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"MU":1.5,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":625021,"article_id":"2633906646","title":"上一次美股半导体板块25天涨50%后，互联网泡沫破了，如今历史会重演吗？","subtitle":"","subtitle_show":0,"pub_time":1778047809000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771637","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159582":1.5,"159792":1.5,"160636":1.5,"CHPS":1.5,"CHPY":1.5,"FTXL":1.5,"PSI":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"TEKX":1.5,"USD":1.5,"VGT":1.5,"XSD":1.5},"rights":null},{"id":624988,"article_id":"2633905603","title":"“最坏时刻尚未到来”！油价大起大落，全球贸易或迎新一轮冲击","subtitle":"","subtitle_show":0,"pub_time":1778046303000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771634","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XES":1.5},"rights":null},{"id":624866,"article_id":"2633970557","title":"石油库存会耗尽吗？","subtitle":"","subtitle_show":0,"pub_time":1778040649000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771630","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"FTXN":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XES":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":624820,"article_id":"2633977787","title":"中东战火重塑金属贸易格局，中国铝铜出口迎来历史性窗口","subtitle":"","subtitle_show":0,"pub_time":1778039560000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771631","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"XME":1.5},"rights":null},{"id":624766,"article_id":"2633773239","title":"营收和利润均超预期，但指引令人失望，Arista股价大跌","subtitle":"","subtitle_show":0,"pub_time":1778037623000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771621","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AIPO":0.67,"AMZN":0.6,"GOOG":0.78,"HPE":1,"MAGY":0.89,"META":0.6,"NVDA":0.6,"TSLA":0.6,"UDN":0.78,"USJW.SI":0.6,"UUP":0.78,"YMAG":0.89},"rights":null},{"id":624740,"article_id":"2633972006","title":"比特币财库的逻辑变了：Strategy\"永不出售\"承诺终结","subtitle":"","subtitle_show":0,"pub_time":1778036339000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771620","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03008":1.5,"03042":1.5,"03439":1.5,"09008":1.5,"09042":1.5,"09439":1.5,"ARKB":1.5,"ARKY":1.5,"BEGS":1.5,"BETE":1.5,"BETH":1.5,"BITB":1.5,"BITC":1.5,"BITI":1.5,"BITQ":1.5,"BITU":1.5,"BITW":1.5,"BITX":1.5,"BKCH":1.5,"BRRR":1.5,"BTC.USD.CC":1.5,"BTCI":1.5,"BTCL":1.5,"BTCO":1.5,"BTCZ":1.5,"BTF":1.5,"BTFX":1.5,"BTGD":1.5,"BTRN":1.5,"CBTJ":1.5,"DAPP":1.5,"FBTC":1.5,"MBTmain":1.5,"GBTC":1.5,"GDLC":1.5,"HODL":1.5,"IBIT":1.5,"LFGY":1.5,"MAXI":1.5,"MNRS":1.5,"MSBT":1.5,"MSTR":1.5,"MSTU":1.5,"NGHT":1.5,"SBIT":1.5,"STCE":1.5,"STRF":1.5,"WGMI":1.5,"YBIT":1.5,"YBTC":1.5},"rights":null},{"id":624690,"article_id":"2633608972","title":"“烧钱最激进”的豆包开始收费，中国AI大模型的\"商业化元年\"来了","subtitle":"","subtitle_show":0,"pub_time":1778035908000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771622","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":624577,"article_id":"2633971003","title":"创业板大超3%，科创50疯涨超7%，芯片半导体集体爆发，白酒调整、五粮液跌4%","subtitle":"","subtitle_show":0,"pub_time":1778032757000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771617","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":1.93,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"588200":1.84,"588840":1.88,"688347":1.82,"688981":1.82,"000001":1.87,"00001":1.85,"000300.SH":0.6,"000688.SH":0.6,"000858":1.91,"000905.SH":0.6,"00981":1.82,"01347":1.82,"CKHUY":1.85,"HSI":1.85,"HSTECH":1.85},"rights":null},{"id":624700,"article_id":"2633997291","title":"中国4月RatingDog服务业PMI升至52.6加速扩张，新接订单连续第40个月实现增长","subtitle":"","subtitle_show":0,"pub_time":1778031934000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771619","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":624508,"article_id":"2633719019","title":"中东局势缓和，芯片热潮力推亚太股指新高，韩国综指站上7000点，三星市值破万亿","subtitle":"","subtitle_show":0,"pub_time":1778031893000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771614","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.86,"INTC":1.86},"rights":null},{"id":624457,"article_id":"2633971624","title":"预测服务器CPU市场5年5倍！瑞银：ARM是最大收益者，AMD次之，最后是英特尔","subtitle":"","subtitle_show":0,"pub_time":1778031629000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771615","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.89,"AMD":1.94,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDS":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"ARM":1.96,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6,"DAMD":0.6,"INTC":1.89,"INTW":0.6,"LINT":0.6},"rights":null},{"id":624366,"article_id":"2633798389","title":"出人意料！伊朗战争以来，美国零售汽油价格飙升“全球第二”","subtitle":"","subtitle_show":0,"pub_time":1778029002000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771612","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XRT":1.5},"rights":null},{"id":624363,"article_id":"2633979884","title":"财报、指引皆强劲，但不敌高预期，“光通信巨头”Lumentum盘后下挫","subtitle":"","subtitle_show":0,"pub_time":1778028857000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771604","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LITE":1.97,"LITX":0.6},"rights":null},{"id":624338,"article_id":"2633761649","title":"这一次，美债还能守住5%吗？","subtitle":"","subtitle_show":0,"pub_time":1778027610000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771609","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIL":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":624303,"article_id":"2633097616","title":"Meta押注AI代理：自研\"Hatch\"，Instagram购物工具剑指TikTok","subtitle":"","subtitle_show":0,"pub_time":1778027463000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771610","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"META":1.97,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":624300,"article_id":"2633165976","title":"AI基建涨疯了，但数据中心烧钱也快烧光了，债务泡沫开始破裂","subtitle":"","subtitle_show":0,"pub_time":1778027339000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771608","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":624237,"article_id":"2633697540","title":"币圈加入硅谷裁员潮！Coinbase裁员14%，CEO：AI正带来深刻变革","subtitle":"","subtitle_show":0,"pub_time":1778025464000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771605","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COIA":0.6,"COIG":0.6,"COII":0.6,"COIN":1.96,"COIO":0.6,"COIW":0.6,"CONI":0.6,"CONL":0.6,"CONX":0.6,"CONY":0.6,"COYY":0.6,"FIAT":0.6,"ICOI":0.6},"rights":null},{"id":623913,"article_id":"2633922488","title":"OpenAI推出GPT-5.5 Instant：更可靠、更智能、向全体用户开放","subtitle":"","subtitle_show":0,"pub_time":1778013737000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771598","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GPT":1.5,"GPT.AU":1.5},"rights":null},{"id":623817,"article_id":"2633243569","title":"Anthropic发布金融AI代理，FactSet等数据服务商遭到冲击","subtitle":"","subtitle_show":0,"pub_time":1778013547000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771597","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"150157":1.5},"rights":null},{"id":623266,"article_id":"2633408989","title":"美SEC拟允许上市公司以半年报替代季报，披露次数由每年四次降至两次","subtitle":"","subtitle_show":0,"pub_time":1778002415000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771595","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":623295,"article_id":"2633604940","title":"美国4月服务业PMI不及预期，叠加价格压力高企，加剧滞胀担忧","subtitle":"","subtitle_show":0,"pub_time":1777996652000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771591","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":621842,"article_id":"2633911581","title":"高管出走潮持续蔓延，OpenAI销售主管悄然离职","subtitle":"","subtitle_show":0,"pub_time":1777986984700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771582","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ARR":1,"THAC":0.68},"rights":null},{"id":622329,"article_id":"2633910959","title":"Meta 的低价正在成为一个陷阱","subtitle":"","subtitle_show":0,"pub_time":1777984002600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771586","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FBL":0.6,"FBY":0.6,"FBYY":0.6,"MAGY":1.5,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"SOCL":1.5,"YMAG":1.5},"rights":null},{"id":622349,"article_id":"2633910151","title":"美伊局势暂趋缓和，美股期指齐涨，半导体股走强，英特尔涨超4%，WTI油价跌超2%","subtitle":"","subtitle_show":0,"pub_time":1777982747000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771589","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159582":1.5,"BNO":1.5,"BWET":1.5,"CHPY":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FTXN":1.5,"MCLmain":1.5,"GUSH":1.5,"IEO":1.5,"INTC":1.5,"INTW":0.6,"IXC":1.5,"LINT":0.6,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PSI":1.5,"PXJ":1.5,"SMH":1.5,"SMHX":1.5,"SOXL":1.5,"SOXQ":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"SSG":1.5,"UGA":1.5,"USD":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VGT":1.5,"WTI":1.5,"XES":1.5,"XSD":1.5},"rights":null},{"id":621959,"article_id":"2633128439","title":"伊拉克祭出史上最大折扣：每桶让利33美元，但买家须穿越“险途”霍尔木兹取货","subtitle":"","subtitle_show":0,"pub_time":1777978303000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771583","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":621656,"article_id":"2633915991","title":"谷歌TPU困局：敞开市场大门，Nebius、CoreWeave 等新云服务商却选择观望","subtitle":"","subtitle_show":0,"pub_time":1777975238700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771577","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":2,"CWII":0.6,"CWVX":0.6,"GGLL":0.6,"GGLS":0.6,"GOOG":2,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"NBIL":0.6,"NBIS":2,"NBIZ":0.6,"NEBX":0.6},"rights":null},{"id":621544,"article_id":"2633918250","title":"闪迪长约规模持续扩大：27财年超三分之一出货量已锁定，目标直指 50%","subtitle":"","subtitle_show":0,"pub_time":1777972313200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771579","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SNDK":1.98,"SNXX":0.6},"rights":null},{"id":621376,"article_id":"2633929997","title":"霍尔木兹再燃起战火，市场绷紧神经，期货市场预测布伦特年底价格破90美元","subtitle":"","subtitle_show":0,"pub_time":1777966793100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771575","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":621407,"article_id":"2633905949","title":"鸿海：4月营收同比增长29.74%，增速下滑","subtitle":"","subtitle_show":0,"pub_time":1777966431000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771578","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":621305,"article_id":"2633994321","title":"ClaudeCode之父：“全员编程”时代，企业真正领先在于“组织流程的代差”","subtitle":"","subtitle_show":0,"pub_time":1777960948000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771572","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.9,"PMF":1},"rights":null},{"id":621123,"article_id":"2633761993","title":"Peter Thiel领投，美国初创公司探索“海洋数据中心”","subtitle":"","subtitle_show":0,"pub_time":1777947870000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771566","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":1.59,"AFRM":1.62,"AMZN":1.61,"BA":1.59,"CRM":1.62,"GOOGL":1.61,"PLOO":0.6,"PLT":0.6,"PLTA":0.6,"PLTD":0.6,"PLTG":0.6,"PLTI":0.6,"PLTU":0.6,"PLTW":0.6,"PLTY":0.6,"PLTZ":0.6,"PLYY":0.6,"PTIR":0.6,"PYPG":0.6,"PYPL":1.62,"PYPY":0.6,"TSLA":1.59},"rights":null},{"id":621079,"article_id":"2633998700","title":"假期“连续3天”出手拉升日元，日本称“只算1次”，IMF规定“6个月内最多3次干预”","subtitle":"","subtitle_show":0,"pub_time":1777946909000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771564","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"IMF":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":620821,"article_id":"2633962781","title":"AI驱动增长全面爆发，Palantir Q1营收激增85%、上调全年指引远超预期 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777930151000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771556","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PLOO":0.6,"PLT":0.6,"PLTA":0.6,"PLTD":0.6,"PLTG":0.6,"PLTI":0.6,"PLTR":1.98,"PLTU":0.6,"PLTW":0.6,"PLTY":0.6,"PLTZ":0.6,"PLYY":0.6,"PTIR":0.6},"rights":null},{"id":620667,"article_id":"2633896123","title":"橡树资本联席CEO：市场定价令人费解，基本面风险遭严重低估","subtitle":"","subtitle_show":0,"pub_time":1777929877000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771555","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDC":1},"rights":null},{"id":620611,"article_id":"2633969158","title":"美国3月工厂订单全面超预期，AI热潮推动制造业复苏","subtitle":"","subtitle_show":0,"pub_time":1777927631000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771553","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":620379,"article_id":"2633596876","title":"印尼拟对煤炭和镍征收出口税及暴利税，以缓解补贴压力","subtitle":"","subtitle_show":0,"pub_time":1777922733000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771550","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161032":1.5,"DBB":1.5,"NIKL":1.5,"SETM":1.5,"XME":1.5},"rights":null},{"id":619276,"article_id":"2632930541","title":"高盛：下半年看好生猪、化肥盈利反转","subtitle":"","subtitle_show":0,"pub_time":1777905173000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771540","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":619646,"article_id":"2632956365","title":"英伟达挑战者Cerebras冲刺IPO：定价115-125美元，目标估值最高266亿美元","subtitle":"","subtitle_show":0,"pub_time":1777895963000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771545","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"CBRS":1,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.88,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":619072,"article_id":"2632934778","title":"伊朗发射导弹逼退美军，霍尔木兹海峡新管控地图同步公布","subtitle":"","subtitle_show":0,"pub_time":1777889869000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771543","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":619002,"article_id":"2632793482","title":"美光CEO：AI才刚开始，但内存已经不够了，今年DRAM与NAND需求或吞噬过半市场","subtitle":"","subtitle_show":0,"pub_time":1777888807700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771542","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.97,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":618952,"article_id":"2632693128","title":"AI抢产能升级！三星、SK海力士签长约锁供应，内存价格或被“合同化抬升”","subtitle":"","subtitle_show":0,"pub_time":1777887782300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771539","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":618928,"article_id":"2632931355","title":"豆包测试付费版本，三档订阅曝光，AI进入“分层收费”时代","subtitle":"","subtitle_show":0,"pub_time":1777885898100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771537","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":618914,"article_id":"2632939751","title":"同吃AI红利，三星为何跑输SK海力士？","subtitle":"","subtitle_show":0,"pub_time":1777885404900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771536","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":1.5,"07747":1.5,"DRAM":1.5},"rights":null},{"id":618656,"article_id":"2632935816","title":"“从未见过此等增速”！Claude Code引爆增长，Anthropic年化收入两个月翻倍至440亿美元","subtitle":"","subtitle_show":0,"pub_time":1777878777500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771533","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AIPO":0.77,"ARR":1,"CEO":1},"rights":null},{"id":618460,"article_id":"2632987651","title":"十年来第一次！苹果讨论“涨价”，iPhone 18或将涨价","subtitle":"","subtitle_show":0,"pub_time":1777875841600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771526","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":618570,"article_id":"2632938550","title":"谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著","subtitle":"","subtitle_show":0,"pub_time":1777872038000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771528","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"04335":1.93,"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.96,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"INTC":1.93,"INTW":0.6,"LINT":0.6,"META":0.6,"MSFT":0.6,"NVDA":1.85,"STSM":0.6,"TSLA":0.6,"TSM":1.91,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6,"USJW.SI":0.6},"rights":null},{"id":618502,"article_id":"2632980390","title":"日本重启干预的“真实意图”：高市为中东缓和“争取时间”","subtitle":"","subtitle_show":0,"pub_time":1777868239000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771529","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":0.9,"JPYmain":0.9,"MJYmain":0.6,"FXY":0.9,"HEWJ":0.9,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"UDN":0.77,"US10Y.BOND":0.77,"US12M.BOND":0.77,"US2Y.BOND":0.77,"US30Y.BOND":0.77,"US3Y.BOND":0.77,"US5Y.BOND":0.77,"US6M.BOND":0.77,"US7Y.BOND":0.77,"USDJPY.FOREX":0.9,"UUP":0.77,"YCL":0.9,"YCS":0.9},"rights":null},{"id":618432,"article_id":"2632987335","title":"全球银行业“不堪重负”，寻求减少“数据中心敞口”","subtitle":"","subtitle_show":0,"pub_time":1777864932000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771524","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":618425,"article_id":"2632982002","title":"标普连创新高，但聪明钱在撤退，高盛交易台警告：闪崩只是时间问题","subtitle":"","subtitle_show":0,"pub_time":1777864485000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771522","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ESmain":1.5,"GSX":0.6},"rights":null},{"id":618397,"article_id":"2632982208","title":"“鲍威尔传声筒”解释：“滞留”是为了保护美联储，特朗普诉讼“适得其反”","subtitle":"","subtitle_show":0,"pub_time":1777863383000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771523","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5},"rights":null},{"id":618267,"article_id":"2632715984","title":"为了上车SpaceX，华尔街准备先卖掉Mag 7！","subtitle":"","subtitle_show":0,"pub_time":1777860421000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771521","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"DXYZ":1.5,"FAZ":1.5,"GOOG":0.6,"MAGS":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"UFO":0.6,"XMAG":1.5,"XOVR":1.5},"rights":null},{"id":618228,"article_id":"2632841329","title":"霍尔木兹海峡“迟迟不通”，美国原油出口激增，一跃成为“全球出口第一”","subtitle":"","subtitle_show":0,"pub_time":1777858701000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771518","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":618186,"article_id":"2632998460","title":"“非军事”疏通霍尔木兹海峡？特朗普祭出新招“4日启动引导行动”，伊朗“干涉视为违反停火协议”","subtitle":"","subtitle_show":0,"pub_time":1777858638000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771515","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":617762,"article_id":"2632604157","title":"OPEC+同意6月增产18.8万桶/日，但可能只是“纸面数字”","subtitle":"","subtitle_show":0,"pub_time":1777802295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771509","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5},"rights":null},{"id":617756,"article_id":"2632460461","title":"内存对AI CPU至关重要？韩媒：DRAM短缺将再持续一年","subtitle":"","subtitle_show":0,"pub_time":1777800080000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771508","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5},"rights":null},{"id":617746,"article_id":"2632601094","title":"美银Hartnett：这轮美股上涨靠财政和AI撑着，一旦融资成本上升，市场可能反转","subtitle":"","subtitle_show":0,"pub_time":1777798259000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771507","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":617728,"article_id":"2632605485","title":"两年前质疑“AI花太多、赚太少”，高盛研究主管承认“看错了”，但“铲子已被充分定价，现在看多云”","subtitle":"","subtitle_show":0,"pub_time":1777778892000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771505","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GS":1.5,"GSX":0.6},"rights":null},{"id":617713,"article_id":"2632603472","title":"“AI铲子”统治市场，下一个赢家是谁？高盛和SemiAnalysis激辩“核心分歧”","subtitle":"","subtitle_show":0,"pub_time":1777774737000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771504","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ANV":0.6,"ARTY":1.5,"CHAT":1.5,"DIPS":0.6,"GSX":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":617709,"article_id":"2632115603","title":"下周重磅日程：美国非农、中国进出口、AMD及光模块巨头财报","subtitle":"","subtitle_show":0,"pub_time":1777774083000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771488","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"00700":1.85,"AMD":1.92,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"COHR":1.85,"DAMD":0.6,"DUST":0.6,"SGCmain":0.6,"SGUmain":0.6,"GDX":0.6,"GLD":0.6,"IAU":0.6,"LITE":1.86,"NUGT":0.6,"TCEHY":1.85},"rights":null},{"id":617698,"article_id":"1117649438","title":"“后巴菲特时代”首次伯克希尔股东大会：阿贝尔强调“保持耐心，不把资本投入次优机会”","subtitle":"","subtitle_show":0,"pub_time":1777768227938,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BRK.A":2,"BRK.B":2,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":617688,"article_id":"1158250084","title":"巴菲特场外访谈：市场赌博情绪空前，缺乏理想投资环境（附全文）","subtitle":"","subtitle_show":0,"pub_time":1777765398004,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":617654,"article_id":"2632775336","title":"巴菲特接班人Greg回答全场大会最难问题：你的“查理芒格”是谁","subtitle":"","subtitle_show":0,"pub_time":1777757194000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771497","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.A":1.96,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":617649,"article_id":"2632154672","title":"巴菲特：市场赌博情绪空前，缺乏理想投资环境，等待没人接电话时，鲍威尔在更安心（附全文）","subtitle":"","subtitle_show":0,"pub_time":1777754154000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771495","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"BRK.B":1.96,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":617641,"article_id":"2632851672","title":"AI主题主导伯克希尔年会上午场，CEO：不为AI而AI，高管：不要指望AI告诉你买哪只股票","subtitle":"","subtitle_show":0,"pub_time":1777751673000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771493","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.B":1.98,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":617517,"article_id":"2632627988","title":"美股股指创新高，下跌个股却远超上涨？高盛：动量拥挤，逆转将引发剧烈回撤","subtitle":"","subtitle_show":0,"pub_time":1777710625000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771483","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGIX":0.9,"AIPO":0.9,"ARTY":0.9,"CHAT":0.9,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"GSX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":617513,"article_id":"2632622098","title":"新美联储通讯社：从“降不降息”到“加息条件”，美联储内部讨论重心转向","subtitle":"","subtitle_show":0,"pub_time":1777703475000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771482","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":617508,"article_id":"2632622802","title":"AI CPU推高DDR5溢价，存储芯片“超级周期”或延续至2027年","subtitle":"","subtitle_show":0,"pub_time":1777699021000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771481","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DRAM":1.5},"rights":null},{"id":617504,"article_id":"2632062409","title":"日本制造巨头“批量转战AI”，“卫浴巨头”扩大存储元件产量，Toto股价飙升","subtitle":"","subtitle_show":0,"pub_time":1777698035000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771480","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":617499,"article_id":"2632249406","title":"SemiAnalysis：下游大模型公司已经爆赚，英伟达、台积电还能赚更多","subtitle":"","subtitle_show":0,"pub_time":1777694583000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771479","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"STSM":0.6,"TSLA":0.6,"TSM":1.9,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":617487,"article_id":"2632240621","title":"日本赶在假期前“第二次干预汇市”？市场甚至猜测“日本不止拉高日元，还砸了油价”","subtitle":"","subtitle_show":0,"pub_time":1777690628000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771478","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"GUSH":1.5,"HEWJ":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USDJPY.FOREX":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":617469,"article_id":"2632462913","title":"伊朗转交新方案，“放宽谈判条件”，特朗普称“不满意”，但“倾向于不打击”","subtitle":"","subtitle_show":0,"pub_time":1777685475000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771465","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":617422,"article_id":"2632614623","title":"散户惹宠股又有新爆点？GME拟蛇吞象收购eBay，CEO剑指千亿市值","subtitle":"","subtitle_show":0,"pub_time":1777673137000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771474","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EBAY":1.92,"GME":1.98,"GMEU":0.6,"GMEY":0.6,"IGME":0.6},"rights":null},{"id":617383,"article_id":"2632623870","title":"AI热潮耗尽库存，苹果将Mac Mini起售价调高200美元","subtitle":"","subtitle_show":0,"pub_time":1777672516000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771473","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":617324,"article_id":"2632640353","title":"美国上市公司或告别54年季报制度，改财报为半年披露的提案通过白宫审查","subtitle":"","subtitle_show":0,"pub_time":1777667969000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771471","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":617243,"article_id":"2632644415","title":"伯克希尔股东大会来袭！巴菲特六十年来首次退居幕后，“新王”首秀看什么？","subtitle":"","subtitle_show":0,"pub_time":1777663743000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771468","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BRK.A":1.98,"BRK.B":1.91,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":617000,"article_id":"2632643736","title":"美国4月ISM制造业PMI扩张延续，伊朗战争推动投入价格暴涨","subtitle":"","subtitle_show":0,"pub_time":1777644042000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771464","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":616149,"article_id":"2632167556","title":"顶住特朗普压力，美国两大能源巨头拒绝提高石油产量","subtitle":"","subtitle_show":0,"pub_time":1777632422000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771461","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159019":1.5,"159945":1.5,"BNO":1.5,"CVX":2,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOM":2,"XOMO":0.6,"XOMX":0.6,"XOMZ":0.6,"XOP":1.5},"rights":null},{"id":616050,"article_id":"2632162766","title":"“科技巨头”的财报启示","subtitle":"","subtitle_show":0,"pub_time":1777632317000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771458","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XMAG":1.5},"rights":null},{"id":615918,"article_id":"2632613239","title":"5.4万亿日元干预前，日本财长曾警告交易员“手机不离身”，干预将成新常态？","subtitle":"","subtitle_show":0,"pub_time":1777626139000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771460","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":0.9,"JPYmain":0.9,"MJYmain":0.6,"FXY":0.74,"HEWJ":0.9,"USDJPY.FOREX":0.9,"YCL":0.74,"YCS":0.9},"rights":null},{"id":615888,"article_id":"2632613843","title":"强劲财报叠加美伊僵局，苹果盘前上涨3%，原油继续攀升、黄金跌1%，日元持续走高","subtitle":"","subtitle_show":0,"pub_time":1777625895000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771459","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"AAPL":1.5,"BAR":1.5,"BEGS":1.5,"CEF":1.5,"DBC":1.5,"DBO":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"MCLmain":1.5,"MGCmain":1.5,"QMmain":1.5,"QOmain":1.5,"FXY":1.5,"GBUG":1.5,"GDX":1.5,"GLL":1.5,"GOLY":1.5,"GUSH":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IEO":1.5,"IXC":1.5,"JNUG":1.5,"MAGY":1.5,"OILT":1.5,"OILU":1.5,"PHYS":1.5,"PICK":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"UGL":1.5,"USDJPY.FOREX":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"VDE":1.5,"XME":1.5,"XOP":1.5,"YCS":1.5,"YMAG":1.5},"rights":null},{"id":615709,"article_id":"2632690933","title":"9月成关键节点！摩根大通：届时原油库存逼近极限，霍尔木兹海峡“无论如何都将重开”","subtitle":"","subtitle_show":0,"pub_time":1777620495000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771455","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPMO":0.6,"JPO":0.6},"rights":null},{"id":615626,"article_id":"2632894697","title":"2027年，AI资本开支将达1万亿美元？","subtitle":"","subtitle_show":0,"pub_time":1777616989000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771454","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"AMZD":0.6,"AMZN":2,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ARTY":1.5,"AZYY":0.6,"CHAT":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":615591,"article_id":"2632692885","title":"中东冲击抬升成本！消费巨头联合利华要涨价了","subtitle":"","subtitle_show":0,"pub_time":1777613671000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771453","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.66,"DBC":0.66,"DBE":0.66,"DIG":0.66,"DRIP":0.66,"DRLL":0.66,"ERX":0.66,"EUO":0.6,"EURmain":0.66,"GUSH":0.66,"IEO":0.66,"IXC":0.66,"OIH":0.66,"OILK":0.66,"OILT":0.66,"OILU":0.66,"PXJ":0.66,"USE":0.66,"USL":0.66,"USOI":0.66,"VDE":0.66},"rights":null},{"id":615596,"article_id":"2632952286","title":"“炸裂财报”成“抛售契机”，闪迪、西部数据股价绩后重挫","subtitle":"","subtitle_show":0,"pub_time":1777613529000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771446","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SNDK":1.96,"SNXX":0.6,"WDC":1.95,"WDCX":0.6},"rights":null},{"id":615567,"article_id":"2632860694","title":"谷歌、卡特彼勒成“大赢家”，AI和财报压倒战争，4月的美股创2020年以来最强","subtitle":"","subtitle_show":0,"pub_time":1777613106000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771451","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CAT":2,"GGLL":0.6,"GGLS":0.6,"GOOG":2,"GOOGL":2,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6},"rights":null},{"id":615547,"article_id":"2632973691","title":"狼终于来了！日本两年来首度干预，日元飙升，油价、美股和美债“联动”","subtitle":"","subtitle_show":0,"pub_time":1777607595000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771452","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BND":1.5,"BNDW":1.5,"BOXX":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DUG":1.5,"ERX":1.5,"JPYmain":1.5,"MTNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"FXY":1.5,"GOLY":1.5,"GOVT":1.5,"GUSH":1.5,"HEWJ":1.5,"IEF":1.5,"IEI":1.5,"IXC":1.5,"MINT":1.5,"OILK":1.5,"OILU":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TMF":1.5,"UFIV":1.5,"USE":1.5,"USHY":1.5,"USL":1.5,"USVN":1.5,"UTRE":1.5,"UTWY":1.5,"VGIT":1.5,"VGLT":1.5,"YCS":1.5,"ZROZ":1.5},"rights":null},{"id":615509,"article_id":"2632833699","title":"西部数据电话会：存储需求\"阶跃式增长\"，复合增速将超25%，订单能见度延伸至2029年","subtitle":"","subtitle_show":0,"pub_time":1777604568600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771447","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"WDC":1.98,"WDCX":0.6},"rights":null},{"id":615494,"article_id":"2632699193","title":"谈判短期达成结果不现实！特朗普称“目标是迫使放弃发展核武器”，伊朗最高领袖“将核、导弹都视为国家资产”","subtitle":"","subtitle_show":0,"pub_time":1777604069000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771449","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"BWET":0.81,"DBC":0.9,"DBE":0.9,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"ERX":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"USE":0.9,"USL":0.9,"USOI":0.9,"VDE":0.9,"XLE":0.9,"XOP":0.9},"rights":null},{"id":615503,"article_id":"2632369985","title":"闪迪电话会：拿下420亿美元长单、高毛利可持续，“行业转折点时刻，几乎想不出谁是输家！”","subtitle":"","subtitle_show":0,"pub_time":1777602415600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771448","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SNDK":1.98,"SNXX":0.6},"rights":null},{"id":615488,"article_id":"2632693334","title":"科技巨头AI支出大增，为什么英伟达还跌了？","subtitle":"","subtitle_show":0,"pub_time":1777597570800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771444","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":615122,"article_id":"2632667246","title":"闪迪业绩大超预期，第三财季营收59.5亿美元","subtitle":"","subtitle_show":0,"pub_time":1777587925000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771433","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SNDK":1.97,"SNXX":0.6},"rights":null},{"id":615219,"article_id":"2632662903","title":"Meta发行250亿美元债券，市场认购热情降温","subtitle":"","subtitle_show":0,"pub_time":1777585463000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771436","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNDW":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"MAGY":1.5,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"SOCL":1.5,"YMAG":1.5},"rights":null},{"id":614930,"article_id":"2632625336","title":"美国政府：寻求从战略石油储备中借出至多9250万桶原油","subtitle":"","subtitle_show":0,"pub_time":1777585064000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771438","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":614911,"article_id":"2632640786","title":"美国司法部拟就美联储传票裁定提起上诉，非重启对鲍威尔调查","subtitle":"","subtitle_show":0,"pub_time":1777584360000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771428","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":614643,"article_id":"2632045665","title":"最后的狂欢？高盛：散户不再“逢低买入”，而是在“追逐狂热”","subtitle":"","subtitle_show":0,"pub_time":1777579857000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771422","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.94,"GSX":0.6,"SMH":0.6,"SOXL":1.88,"SOXS":1.86,"SOXX":0.6},"rights":null},{"id":614332,"article_id":"2632652111","title":"内资保险股迎来了“抄底大鳄”：电视台+亿万富翁组合","subtitle":"","subtitle_show":0,"pub_time":1777567341000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771425","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":614204,"article_id":"2632652385","title":"滞胀阴云笼罩！欧元区4月通胀飙升至3%，欧央行面临5月加息压力","subtitle":"","subtitle_show":0,"pub_time":1777566736000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771424","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":614164,"article_id":"2632654982","title":"从SpaceX“三阶导”，看商业航天真正的“印钞机”","subtitle":"","subtitle_show":0,"pub_time":1777565217000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771374","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"UFO":1.5,"XOVR":1.5},"rights":null},{"id":614069,"article_id":"2631671659","title":"高通杀入AI数据中心，将向超大客户供货定制芯片，挑战英伟达霸主地位","subtitle":"","subtitle_show":0,"pub_time":1777561808000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771396","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":2},"rights":null},{"id":613705,"article_id":"2631140658","title":"四大云巨头集体上调资本开支，为什么巨头们敢这么疯狂砸钱？","subtitle":"","subtitle_show":0,"pub_time":1777557910100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771414","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AGIX":0.73,"AI":0.73,"AIPO":0.84,"AIYY":0.6,"AMZD":0.6,"AMZN":1.91,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ANV":0.6,"ARTY":0.73,"AZYY":0.6,"DIPS":0.6,"GOOGL":1.92,"META":1.87,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.94,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"SOCL":0.73,"TSLA":0.6,"USAW.SI":0.6,"USJW.SI":0.6},"rights":null},{"id":613868,"article_id":"2631532036","title":"美国上周首申人数降至18.9万，为1969年以来最低","subtitle":"","subtitle_show":0,"pub_time":1777556006000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771419","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":613699,"article_id":"2631581346","title":"联发科Q1净利同比下滑17%，AI ASIC收目标翻倍至20亿美元 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777550452000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771410","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"ASIC":1.5,"CHAT":1.5,"ON":1.5},"rights":null},{"id":613317,"article_id":"2631634476","title":"以平台化为目标的东鹏饮料 还在等待第三个大爆品","subtitle":"","subtitle_show":0,"pub_time":1777550261000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771409","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"605499":1.5,"09980":1.5},"rights":null},{"id":613244,"article_id":"2631165631","title":"礼来Q1营收大增56%，GLP-1药物销售近乎翻倍，上调全年指引 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777549780000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771405","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.98,"LLYX":0.6,"LLYZ":0.6,"OZEM":1.84},"rights":null},{"id":613306,"article_id":"2631343486","title":"“70后”王小青公告接棒招行行长，多面金融专才的34年成长路","subtitle":"","subtitle_show":0,"pub_time":1777549645000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771406","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159940":1.5,"03143":0.6,"03968":1.5},"rights":null},{"id":613189,"article_id":"2631463139","title":"英国央行按兵不动符合预期，中东冲突“显著影响”通胀，多名官员暗示加息窗口将至","subtitle":"","subtitle_show":0,"pub_time":1777549215000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771401","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWU":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":613072,"article_id":"2631763676","title":"今夜苹果财报，华尔街不再关心业绩，紧盯新CEO首秀","subtitle":"","subtitle_show":0,"pub_time":1777548110000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771402","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"TSLA":0.6},"rights":null},{"id":612878,"article_id":"2631635563","title":"中信银行一季度营收增速回正 对公改善、零售承压并存","subtitle":"","subtitle_show":0,"pub_time":1777546242000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771399","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601998":1.5,"00998":1.5},"rights":null},{"id":612810,"article_id":"2631633683","title":"单季利润逼近2025年全年！五粮液Q1净利飙升83%至81亿元，拟最高百亿回购｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777545574000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771397","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"83189":1.5,"000858":1.5,"03189":1.5},"rights":null},{"id":612568,"article_id":"2631551682","title":"谷歌：云业务\"狂飙\"碾压对手，但1900亿资本开支才是真正的豪赌","subtitle":"","subtitle_show":0,"pub_time":1777543030000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771393","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.98,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":612419,"article_id":"2631814526","title":"全球经济站上\"十字路口\"，当能源冲击逼近临界点","subtitle":"","subtitle_show":0,"pub_time":1777541520000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771387","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159945":1.5,"REET":1.5},"rights":null},{"id":612416,"article_id":"2631456681","title":"片仔癀增长神话终结？收入、利润双失速","subtitle":"","subtitle_show":0,"pub_time":1777539665000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771390","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600436":1.5},"rights":null},{"id":612425,"article_id":"2631686378","title":"OpenAI“星际之门”项目是如何拖垮甲骨文的？","subtitle":"","subtitle_show":0,"pub_time":1777539600000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771386","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ORCL":1.98,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6},"rights":null},{"id":612291,"article_id":"1120367624","title":"“下次不再见”！鲍威尔谢幕：一个“外行”掌舵美联储最动荡的八年","subtitle":"","subtitle_show":0,"pub_time":1777537636509,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":612294,"article_id":"2631548685","title":"“下次不再见”！鲍威尔谢幕：一个“外行”掌舵美联储最动荡的八年","subtitle":"","subtitle_show":0,"pub_time":1777537214000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771381","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"KBE":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":612258,"article_id":"2631685545","title":"菜鸟国际化布局不休：在欧洲连续拿下大仓库","subtitle":"","subtitle_show":0,"pub_time":1777537069000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771384","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89988":0.6,"09988":1.9,"BABA":1.9,"ALBmain":0.6,"HBBD.SI":0.6},"rights":null},{"id":612173,"article_id":"2631683195","title":"“你的AI账单会很可怕！”科技评论家：美国大厂烧钱打广告，最后都让用户买单","subtitle":"","subtitle_show":0,"pub_time":1777536042000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771377","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":612157,"article_id":"2631568333","title":"应收账款近乎翻倍、净利大跌近四成，小熊电器一季报透出哪些隐忧？","subtitle":"","subtitle_show":0,"pub_time":1777535456000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771376","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002959":1.5},"rights":null},{"id":612170,"article_id":"2631683160","title":"顾家家居一季报收入微增至50亿，价格战拖累利润中枢下移","subtitle":"","subtitle_show":0,"pub_time":1777535278000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771375","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603816":1.5},"rights":null},{"id":612132,"article_id":"2631268898","title":"三星电话会：“传统DRAM比HBM更赚钱”，2027年内存缺口将“进一步扩大”","subtitle":"","subtitle_show":0,"pub_time":1777534748300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771367","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07747":1.5,"DRAM":1.5,"SMSD.UK":2},"rights":null},{"id":612135,"article_id":"2631688697","title":"寒武纪一季报“炸裂”，更关键的是商业客户开始接力，护城河正在显现","subtitle":"","subtitle_show":0,"pub_time":1777534349000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771371","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688256":1.5},"rights":null},{"id":612066,"article_id":"2631077225","title":"锦波生物走出“独家时代”：上市后首现年度利润下滑","subtitle":"","subtitle_show":0,"pub_time":1777531468000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771365","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":611995,"article_id":"2631040045","title":"美股“四巨头”今年AI砸钱7250亿美元创纪录，但代价高昂：芯片涨价、产能受限","subtitle":"","subtitle_show":0,"pub_time":1777531131200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771360","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMZN":1.91,"GOOGL":1.92,"META":1.91,"MSFT":1.91},"rights":null},{"id":611890,"article_id":"2631532509","title":"Anthropic接洽投资者，以9000亿美元估值融资，超越OpenAI","subtitle":"","subtitle_show":0,"pub_time":1777527446000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771355","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZD":0.6,"AMZN":0.66,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"MAGY":0.66,"META":0.6,"MSFT":0.6,"TSLA":0.6,"USAW.SI":0.6,"YMAG":0.66},"rights":null},{"id":611939,"article_id":"2631501431","title":"甩掉亏损包袱的歌力思，还没走出高端女装的寒冬","subtitle":"","subtitle_show":0,"pub_time":1777526110000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771354","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603808":1.5},"rights":null},{"id":611950,"article_id":"2631501109","title":"雅戈尔靠投资收割红利，时尚主业却在负重前行","subtitle":"","subtitle_show":0,"pub_time":1777525968000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771353","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600177":1.5},"rights":null},{"id":611945,"article_id":"2631177501","title":"九号公司一季度营收逆势上扬，利润缘何腰斩？","subtitle":"","subtitle_show":0,"pub_time":1777525701000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771352","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"689009":1.5},"rights":null},{"id":611834,"article_id":"2631750565","title":"切入具身智能后由盈转亏，上纬新材后面故事怎么讲","subtitle":"","subtitle_show":0,"pub_time":1777525093000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771351","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688585":1.5},"rights":null},{"id":611793,"article_id":"2631503948","title":"AI大神Andrej Karpathy访谈：\"软件3.0\"时代已来，从“氛围编程”到“代理工程”提升远超10倍，人类价值回归审美","subtitle":"","subtitle_show":0,"pub_time":1777524835100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771335","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159180":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"VGT":1.5},"rights":null},{"id":611739,"article_id":"2631508733","title":"同为市场焦点：欧美电力设备市场，中印能撼动韩国地位吗？","subtitle":"","subtitle_show":0,"pub_time":1777521568000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771339","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":0.9},"rights":null},{"id":611711,"article_id":"2631086735","title":"美军已准备好一份“短暂且强有力”打击计划，周四向特朗普汇报","subtitle":"","subtitle_show":0,"pub_time":1777521073000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771344","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":611971,"article_id":"2631701765","title":"科技巨头财报大比拼，为什么只有谷歌赢了？","subtitle":"","subtitle_show":0,"pub_time":1777519935000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771342","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMZN":1.85,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.98,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":1.87,"MSFT":1.85},"rights":null},{"id":611655,"article_id":"2631570423","title":"面板打底、光伏减亏，TCL科技继续熬周期","subtitle":"","subtitle_show":0,"pub_time":1777519707000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771345","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000100":1.5},"rights":null},{"id":611592,"article_id":"2631957068","title":"硬核拆解：GPT-5、Claude和Gemini是如何训练和推理的？","subtitle":"","subtitle_show":0,"pub_time":1777518911000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771341","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GPT":1.5,"GPT.AU":1.5},"rights":null},{"id":611460,"article_id":"2631357408","title":"鲍威尔离场、油价登场、鹰派基调全面升温--华尔街点评美联储决议","subtitle":"","subtitle_show":0,"pub_time":1777516605100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771331","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BIL":1.5,"BND":1.5,"BNO":1.5,"BOXX":1.5,"BSV":1.5,"DBC":1.5,"DBO":1.5,"DRIP":1.5,"DRLL":1.5,"EDV":1.5,"ERX":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"GUSH":1.5,"IEF":1.5,"IEI":1.5,"IEO":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"OILK":1.5,"PBDC":1.5,"PXJ":1.5,"SHV":1.5,"SHY":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"USL":1.5,"USOI":1.5,"VCIT":1.5,"VCSH":1.5,"VDE":1.5,"VGIT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":611454,"article_id":"2631740305","title":"微软电话会：AI收入同比翻倍，硬件涨价推高资本开支250亿美元，GPU和存储短缺仍将贯穿全年","subtitle":"","subtitle_show":0,"pub_time":1777515437000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771317","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":611432,"article_id":"2631572892","title":"“寿险头雁”一季度成绩单：保单创了历史新高","subtitle":"","subtitle_show":0,"pub_time":1777514470000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771337","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":611436,"article_id":"2631740365","title":"中国4月RatingDog制造业PMI 52.2，创2020年12月以来最大幅改善","subtitle":"","subtitle_show":0,"pub_time":1777514131000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771336","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":611404,"article_id":"2631571052","title":"亚马逊电话会：订单积压3640亿，首次系统性披露自研芯片业务规模，CEO高呼AI是“一生一次的机遇”","subtitle":"","subtitle_show":0,"pub_time":1777514032900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771330","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":2,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6},"rights":null},{"id":611391,"article_id":"2631574994","title":"中国4月官方制造业PMI小幅下滑至50.3，非制造业PMI比上月下降0.7个百分点","subtitle":"","subtitle_show":0,"pub_time":1777512650000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771333","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":611216,"article_id":"2631750745","title":"鲍威尔“滞留”、三票委反对降息--这是美联储新主席沃什“接班局面”","subtitle":"","subtitle_show":0,"pub_time":1777509829800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771324","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":611278,"article_id":"2631764205","title":"Starlink每用户收入两年缩水18%，SpaceX 万亿美元估值面临考验","subtitle":"","subtitle_show":0,"pub_time":1777509222000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771325","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXYZ":1.5,"UFO":0.6,"XOVR":1.5},"rights":null},{"id":611237,"article_id":"2631257648","title":"仅338人申请！特朗普“百万美元金卡”项目远不及预期","subtitle":"","subtitle_show":0,"pub_time":1777509144000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771326","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":611220,"article_id":"2631575079","title":"“科技四巨头”罕见同日财报：谷歌大涨Meta重挫，谷歌、微软和亚马逊云增长迅猛，谷歌和Meta上调资本开支","subtitle":"","subtitle_show":0,"pub_time":1777508042000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771319","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZD":0.6,"AMZN":1.87,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.97,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":1.9,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.86,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"TSLA":0.6,"USAW.SI":0.6,"USJW.SI":0.6},"rights":null},{"id":611165,"article_id":"2631575149","title":"普京与特朗普通话一个半小时，涉及乌克兰、伊朗等众多议题","subtitle":"","subtitle_show":0,"pub_time":1777506763000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771320","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":610819,"article_id":"2631527586","title":"Anthropic正考虑以超9000亿美元估值开启新一轮融资","subtitle":"","subtitle_show":0,"pub_time":1777500050000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771316","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPO":1},"rights":null},{"id":610726,"article_id":"2631522357","title":"高通Q2手机芯片跌13%，三季度指引\"拉垮\"，数据中心成新救命稻草｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777497536000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771308","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.97},"rights":null},{"id":610134,"article_id":"2631287845","title":"鲍威尔“告别会”现34年最大分歧，美联储再次按兵不动，但四票委反对决议声明","subtitle":"","subtitle_show":0,"pub_time":1777489232000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771302","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":609792,"article_id":"2631541111","title":"德国通胀意外“降温”：欧央行获喘息之机，4月加息警报或暂解除","subtitle":"","subtitle_show":0,"pub_time":1777479835000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771299","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":609767,"article_id":"2631541374","title":"中石油Q1净利同比增长2%至483亿元，创季度盈利新高｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777479159000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771292","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159019":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":609747,"article_id":"2631490785","title":"开店狂奔的百胜中国 外卖单多成了一种烦恼","subtitle":"","subtitle_show":0,"pub_time":1777478990000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771295","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09987":1.5,"YUMC":1.5},"rights":null},{"id":609684,"article_id":"2631018546","title":"恒兴股份闯关北交所：一门新材料定位下的“建材”生意","subtitle":"","subtitle_show":0,"pub_time":1777477189000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771293","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159703":1.5},"rights":null},{"id":609678,"article_id":"2631546727","title":"夺回“自主一哥”后，吉利重新算账","subtitle":"","subtitle_show":0,"pub_time":1777476920000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771289","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80175":0.6,"00175":0.85,"EVS.SI":0.6,"HOmain":0.9,"GELYY":0.6,"ZK":0.9},"rights":null},{"id":609656,"article_id":"2631283546","title":"通胀压力“爆表”！全美汽油价两月狂涨40%至4.17美元/加仑，创四年新高","subtitle":"","subtitle_show":0,"pub_time":1777476611000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771288","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"RBmain":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":609082,"article_id":"1156419136","title":"万科Q1营收同比下降近24%，净亏损小幅收窄至59.5亿元","subtitle":"","subtitle_show":0,"pub_time":1777468864803,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"000002":0.6,"02202":1.5},"rights":null},{"id":609075,"article_id":"2631230512","title":"万科Q1营收同比下降近24%，净亏损小幅收窄至59.5亿元 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777468610000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771285","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000002":1.95,"02202":1.95},"rights":null},{"id":608991,"article_id":"2631897514","title":"不是AI芯片！索罗斯门徒：电气化才是未来十年主线，看好铜、铝、电缆","subtitle":"","subtitle_show":0,"pub_time":1777466741000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771280","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COPJ":1.5,"COPP":1.5,"COPX":1.5,"CPER":1.5,"CPXR":1.5,"DBB":1.5,"HGmain":1.5,"MHGmain":1.5,"QCmain":1.5,"ICOP":1.5,"PICK":1.5,"SETM":1.5,"XME":1.5},"rights":null},{"id":609010,"article_id":"2631635514","title":"美国3月耐用品订单强劲反弹，AI投资热潮延续，核心资本品订单创近五年最大增幅","subtitle":"","subtitle_show":0,"pub_time":1777465823000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771281","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":608930,"article_id":"2631828511","title":"算力需求驱动，寒武纪Q1营收同比增160%，净利飙升185%，章建平退出十大股东｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777465625000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771278","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688256":1.5},"rights":null},{"id":608871,"article_id":"2631160945","title":"北方华创Q1营收同比增长26%，高研发投入致净利润微增3.42% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777464274000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771274","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002371":1.5},"rights":null},{"id":608792,"article_id":"2631494515","title":"芯片定制业务爆发，芯原股份Q1营收翻番，新签订单狂飙至82亿元，研发加码致净亏损扩大 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777462744000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771271","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688521":1.98},"rights":null},{"id":608692,"article_id":"2631226513","title":"亚洲最大财险集团成绩单：人保净利超88亿元，一季度投资收益89.31亿元","subtitle":"","subtitle_show":0,"pub_time":1777461625000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771269","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":608732,"article_id":"2631513014","title":"沐曦股份Q1营收大增75%，净亏损收窄逾五成至不足1亿元 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777461365000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771268","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688802":1.5},"rights":null},{"id":608541,"article_id":"2631188205","title":"智驾和座舱挤进一颗芯片，淘汰赛开始了","subtitle":"","subtitle_show":0,"pub_time":1777460413000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771266","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159310":1.81,"09888":1.85,"BIDU":1.85,"QCOM":1.95},"rights":null},{"id":608402,"article_id":"2631592362","title":"腾讯开源的这款手机端侧模型，剑指离线翻译场景","subtitle":"","subtitle_show":0,"pub_time":1777458768000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771251","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.97,"HTCD.SI":0.6,"TCEHY":1.97},"rights":null},{"id":608369,"article_id":"2631923805","title":"AI狂欢还能继续，还是开始变脸？Mag 7财报今夜见分晓","subtitle":"","subtitle_show":0,"pub_time":1777458664000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771239","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"MAGS":1.5,"XMAG":1.5},"rights":null},{"id":608372,"article_id":"2631592354","title":"营收利润双降之下 今世缘守住百亿底线","subtitle":"","subtitle_show":0,"pub_time":1777457858000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771248","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603369":1.5},"rights":null},{"id":608217,"article_id":"2631599833","title":"存储芯片供不应求，兆易创新Q1营收同比增长119%，净利狂飙523%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777456688000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771244","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603986":1.5,"03986":1.5,"DRAM":1.5},"rights":null},{"id":608260,"article_id":"2631599789","title":"长飞光纤Q1营收增长27.7%，净利润4.95亿元，同比增长226.4% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777456511000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771247","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601869":1.5},"rights":null},{"id":608135,"article_id":"2631954805","title":"希捷：HAMR开启“暴利模式”，硬盘的黄金时代才刚开始？","subtitle":"","subtitle_show":0,"pub_time":1777455498000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771242","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AIPO":0.6,"BLOK":0.77,"DTCR":0.77,"STX":2,"WDC":0.6},"rights":null},{"id":608119,"article_id":"1100936854","title":"量价齐升驱动！赣锋锂业Q1营收同比增144%，净利18.4亿实现扭亏","subtitle":"","subtitle_show":0,"pub_time":1777455305321,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"002460":2,"01772":2},"rights":null},{"id":608106,"article_id":"2631459858","title":"Labubu冰箱炒至9万，跨界家电能救股价腰斩的泡泡玛特吗？","subtitle":"","subtitle_show":0,"pub_time":1777454750000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771223","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09992":1.98},"rights":null},{"id":608045,"article_id":"2631939605","title":"泡泡玛特的非典型乐园生意：放大IP、沉淀能力、支撑长期业绩","subtitle":"","subtitle_show":0,"pub_time":1777454179000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771241","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09992":1.95,"PMRTY":1.95},"rights":null},{"id":608068,"article_id":"2631593914","title":"重庆银行跨入万亿门槛，信贷结构持续“偏科”","subtitle":"","subtitle_show":0,"pub_time":1777453547000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771235","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601963":1.5,"01963":1.5},"rights":null},{"id":608102,"article_id":"2631925598","title":"高盛力挺比亚迪：营业利润超预期，看好海外市场第二增长极","subtitle":"","subtitle_show":0,"pub_time":1777453505000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771234","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"81211":0.6,"002594":1.96,"01211":1.96,"BYDDY":1.96,"EVS.SI":0.6,"GSX":0.6,"HYDD.SI":0.6},"rights":null},{"id":607875,"article_id":"2631056086","title":"降本驱动营收反弹后，渝农商行零售资产质量迎考","subtitle":"","subtitle_show":0,"pub_time":1777451127000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771233","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601077":1.5},"rights":null},{"id":607799,"article_id":"2631567172","title":"营收连降，青农商行陷入利润“保卫战”","subtitle":"","subtitle_show":0,"pub_time":1777451077000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771232","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002958":1.5},"rights":null},{"id":607772,"article_id":"2631567934","title":"瑞银大幅上调锂价预测：这一轮周期，和过去完全不同","subtitle":"","subtitle_show":0,"pub_time":1777450858000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771222","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LIT":1.5},"rights":null},{"id":607726,"article_id":"2631562028","title":"三只松鼠稳守百亿营收，为何跌去六成利润？","subtitle":"","subtitle_show":0,"pub_time":1777450220000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771228","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300783":1.5},"rights":null},{"id":607977,"article_id":"1180375470","title":"英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A","subtitle":"","subtitle_show":0,"pub_time":1777450191034,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"AAPB":0.6,"AAPD":0.6,"AAPL":1.5,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"CRSH":0.6,"GGLL":0.6,"GGLS":0.6,"GOOG":1.5,"GOOGL":1.5,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"INTC":1.5,"INTW":0.6,"LINT":0.6,"MACW.SI":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"SOCL":1.5,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.5,"TSLG":0.6,"TSLI":0.6,"TSLL":1.5,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"USJW.SI":0.6,"XDAT":1.5,"YMAG":1.5},"rights":null},{"id":607729,"article_id":"2631620785","title":"走出失去始祖鸟阴霾，营收近10亿的三夫户外重返增长周期","subtitle":"","subtitle_show":0,"pub_time":1777450116000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771227","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002780":1.5},"rights":null},{"id":607721,"article_id":"2631622265","title":"英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A","subtitle":"","subtitle_show":0,"pub_time":1777449880000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771224","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.97,"07766":0.6,"AAPB":0.6,"AAPD":0.6,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"CRSH":0.6,"GGLL":0.6,"GGLS":0.6,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"INTC":1.97,"INTW":0.6,"LINT":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"USJW.SI":0.6},"rights":null},{"id":607660,"article_id":"2631356447","title":"伊朗战争点燃PGMEA供应危机，全球AI芯片又一个“卡脖子”时刻？","subtitle":"","subtitle_show":0,"pub_time":1777448159000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771213","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300721":1.88,"603167":1.83,"688268":1.85,"CHAT":0.66,"DRAM":0.85,"VGT":0.66},"rights":null},{"id":607633,"article_id":"2631566564","title":"高盛：若霍尔木兹局势持续动荡，短期黄金将遭遇进一步清算","subtitle":"","subtitle_show":0,"pub_time":1777448009000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771220","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":607608,"article_id":"2631561422","title":"AI可提前475天发现胰腺癌，研究显示早期检出率73%超医生近一倍","subtitle":"","subtitle_show":0,"pub_time":1777447167000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771221","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":607580,"article_id":"2631880561","title":"市场静待联储决策及巨头财报，纳指期货走高，韩股收涨，WTI原油小幅上扬","subtitle":"","subtitle_show":0,"pub_time":1777446277000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771214","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZN":1.87,"DDG":0.6,"DWT":0.6,"FTEC":0.6,"BZmain":0.6,"MNQmain":0.6,"GOOGL":1.87,"GPIQ":0.6,"IYW":0.6,"JEPQ":0.6,"META":1.87,"MSFT":1.87,"NDX":0.6,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"TECL":0.6,"TQQY":0.6,"TSM":1.85,"UCO":1.82},"rights":null},{"id":607643,"article_id":"2631564508","title":"单店GMV与规模同增，万辰集团并行的的改善与挑战","subtitle":"","subtitle_show":0,"pub_time":1777445703000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771216","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300972":1.5},"rights":null},{"id":607537,"article_id":"2631569910","title":"客流托底单价承压 星巴克二季度同店增速放缓了","subtitle":"","subtitle_show":0,"pub_time":1777445474000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771215","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SBU":0.6,"SBUX":1.5},"rights":null},{"id":607529,"article_id":"2631569536","title":"今夜，鲍威尔“最后一舞”：大概按兵不动，但鹰味更浓！","subtitle":"","subtitle_show":0,"pub_time":1777444694000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771208","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YSPY":0.6},"rights":null},{"id":607468,"article_id":"2631565993","title":"阿联酋退群后，OPEC谁最可能跟进？","subtitle":"","subtitle_show":0,"pub_time":1777442716000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771209","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5},"rights":null},{"id":607451,"article_id":"2631356342","title":"AI用电需求五年内预计暴增三倍，美国电网还“没准备好”，天然气正在“挑大梁”","subtitle":"","subtitle_show":0,"pub_time":1777442256000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771205","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BOIL":1.5,"CHAT":1.5,"DBC":1.5,"DBE":1.5,"DGAZ":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FCG":1.5,"MNGmain":1.5,"NGmain":1.5,"QGmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KOLD":1.5,"PXJ":1.5,"UGAZ":0.6,"UNG":0.6,"USE":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":607429,"article_id":"2631638075","title":"一台AI服务器吃掉15倍电容：MLCC、基板、TCB或成芯片供应链新赢家","subtitle":"","subtitle_show":0,"pub_time":1777441097000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771206","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":607457,"article_id":"2631563722","title":"体内CAR-T，进入融资验证期","subtitle":"","subtitle_show":0,"pub_time":1777440641000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771207","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CAR":1.5},"rights":null},{"id":607326,"article_id":"2631557615","title":"借鉴车市经验，未来“修机器人\"可能比\"造机器人\"更赚钱","subtitle":"","subtitle_show":0,"pub_time":1777439684500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771189","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":607460,"article_id":"2631156372","title":"“蓄水池”见底，光大银行开始自救","subtitle":"","subtitle_show":0,"pub_time":1777437505000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771204","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601818":1.5},"rights":null},{"id":607308,"article_id":"2631312557","title":"腾讯Hy3 preview 登顶OpenRouter的 API 调用量排行榜","subtitle":"","subtitle_show":0,"pub_time":1777435831000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771202","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.97,"HTCD.SI":0.6,"TCEHY":1.97},"rights":null},{"id":607271,"article_id":"2631552630","title":"传奇投资者Tudor Jones：凌晨2:30起床看盘，称“巴菲特是复利鼻祖”，“所有伟大财富，都来自长期持有趋势”","subtitle":"","subtitle_show":0,"pub_time":1777433876000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771199","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.A":1.87,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":607287,"article_id":"2631759552","title":"前期投入迎来兑现？顺丰国际业务占比提升了","subtitle":"","subtitle_show":0,"pub_time":1777433496000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771200","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002352":1.5},"rights":null},{"id":607169,"article_id":"2631517975","title":"创业板涨超1%，稀土、锂矿强势拉升，新晋“股王”源杰科技再创新高，恒科指涨1%，科网股集体反弹","subtitle":"","subtitle_show":0,"pub_time":1777430810000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771196","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159715":1.5,"159915":1.5,"159967":0.6,"159982":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"688498":1.5,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"07226":1.5,"CNXT":1.5,"LIT":1.5,"REMX":1.5,"SETM":1.5},"rights":null},{"id":607148,"article_id":"2631855170","title":"特朗普决意“无限期”封锁伊朗，核谈陷僵局，油价承压","subtitle":"","subtitle_show":0,"pub_time":1777430604000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771197","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":607165,"article_id":"2631551777","title":"智谱、Minimax即将进入恒生科技和港股通--AI重塑港股的时刻来了","subtitle":"","subtitle_show":0,"pub_time":1777429773000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771194","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159740":1.5,"00100":2,"02513":1.5,"03033":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"VXUS":1.5},"rights":null},{"id":607172,"article_id":"2631255177","title":"伊朗战争两个月了，大类资产最大赢家和输家是谁？","subtitle":"","subtitle_show":0,"pub_time":1777429471000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771190","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":0.68,"DBC":0.9,"DBE":0.68,"DIG":0.68,"DRIP":0.68,"DRLL":0.68,"DUG":0.68,"ERX":0.68,"GUSH":0.68,"IEO":0.68,"IXC":0.68,"OIH":0.68,"OILK":0.68,"OILT":0.68,"OILU":0.68,"PXJ":0.68,"USE":0.68,"USL":0.68,"USOI":0.68,"VDE":0.68},"rights":null},{"id":607313,"article_id":"2631355734","title":"贵为“全球老大”，英伟达仍遭“估值折扣”，美银：应该增强“回购和股息”","subtitle":"","subtitle_show":0,"pub_time":1777428169000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771195","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":607024,"article_id":"2631595245","title":"“AI供电新贵”Bloom季度营收翻倍、指引大幅上调，CEO称其“正成为现场供电的标准”","subtitle":"","subtitle_show":0,"pub_time":1777428156500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771191","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BE":2,"BEG":0.6,"BEX":0.6,"BEZ":0.6,"CHAT":1.5},"rights":null},{"id":606837,"article_id":"2631553661","title":"“硬盘巨头”希捷季报大超预期，2027年产能几乎卖光，CEO称进入“结构性增长新时代”","subtitle":"","subtitle_show":0,"pub_time":1777424300500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771186","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.77,"AIPO":0.77,"ARTY":0.77,"CHAT":0.77,"PMR":1,"STX":2,"UDN":0.86,"UUP":0.86},"rights":null},{"id":606834,"article_id":"2631553662","title":"OpenAI“鬼故事”重创股市，但债市“没慌”","subtitle":"","subtitle_show":0,"pub_time":1777422725000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771182","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6},"rights":null},{"id":606636,"article_id":"2631253051","title":"油价上行压力或比预期更久，高盛：CTA弹药已耗尽，股市下行风险正在积聚","subtitle":"","subtitle_show":0,"pub_time":1777419222000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771161","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"CTA":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":606631,"article_id":"2631305465","title":"亚马逊入局SaaS：推出AI办公生产力工具，并将引入OpenAI模型","subtitle":"","subtitle_show":0,"pub_time":1777419136000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771179","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZD":0.6,"AMZN":1.98,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USAW.SI":0.6},"rights":null},{"id":606449,"article_id":"2631534542","title":"美重量级参议员Tillis：鲍威尔任期届满后留任合情理，预计不会无限期","subtitle":"","subtitle_show":0,"pub_time":1777412650000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771175","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.67,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1.67,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":606415,"article_id":"2631315285","title":"新美联储通讯社：美联储本周料按兵不动，关键分歧：表明降息搁浅，还是仅推迟","subtitle":"","subtitle_show":0,"pub_time":1777410906000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771174","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":606130,"article_id":"2631580593","title":"OpenAI紧急“灭火”：表示其业务“运转良好”，企业业务和广告业务正在增长","subtitle":"","subtitle_show":0,"pub_time":1777402556000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771166","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":0.71,"DTCR":0.71},"rights":null},{"id":606039,"article_id":"2631828875","title":"效率提升9倍！英伟达新模型Nemotron 3 Nano Omni瞄准智能体落地，整合语音、视觉与推理能力","subtitle":"","subtitle_show":0,"pub_time":1777396307000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771165","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":605996,"article_id":"2631158174","title":"DeepSeek的“玲珑棋局”","subtitle":"","subtitle_show":0,"pub_time":1777393257000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771158","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":605941,"article_id":"2630589207","title":"顺丰Q1营收同增6%至741亿元，净利同比增长13%，与极兔互相入股，A+H双线回购推进｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777391280000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771157","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002352":1.5},"rights":null},{"id":605900,"article_id":"2630586105","title":"CoreWeave 紧急“撇清”：OpenAI 并非唯一，Meta、微软、谷歌皆为座上宾","subtitle":"","subtitle_show":0,"pub_time":1777388859000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771154","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.97,"CWVX":0.6,"GGLL":0.6,"GGLS":0.6,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":605696,"article_id":"2630458356","title":"宁德时代50亿美元配售落地：空头回补主导，对冲基金撤出AH溢价交易","subtitle":"","subtitle_show":0,"pub_time":1777385227000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771152","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300750":1.97,"03750":1.97,"EVS.SI":0.6},"rights":null},{"id":605261,"article_id":"2630530191","title":"AI颠覆最隐秘一环：终值波动，正在重估整个美股","subtitle":"","subtitle_show":0,"pub_time":1777380214000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771140","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NAPR":0.6,"NDX":2,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"NQmain":2,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":605250,"article_id":"2630041223","title":"影石还要推无人机","subtitle":"","subtitle_show":0,"pub_time":1777379430000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771150","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":605206,"article_id":"2630542304","title":"PCB龙头胜宏科技一季度营收突破55亿、净利增近四成 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777378118000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771146","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300476":1.5,"02476":1.5,"PCB":1.5},"rights":null},{"id":604476,"article_id":"2630037081","title":"鲍威尔“告别日”+ Mag7 财报夜，市场拿什么硬扛？","subtitle":"","subtitle_show":0,"pub_time":1777377263800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771104","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"AMZN":1.86,"ESmain":0.6,"MESmain":0.6,"GOOGL":1.87,"IVV":0.6,"META":1.89,"MSFT":1.91,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":605146,"article_id":"2630130160","title":"防AI只是开始，小红书们的考验才刚刚到来","subtitle":"","subtitle_show":0,"pub_time":1777376688000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771141","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":604902,"article_id":"2630530681","title":"北方稀土Q1营收近120亿，净利润翻番，章建平新进十大流通股东 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777375450000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771137","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600111":1.5},"rights":null},{"id":604537,"article_id":"2630308961","title":"AI算力需求持续爆发，工业富联Q1营收同比增长57%，净利润增长103%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777372326000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771123","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601138":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":604752,"article_id":"2630303856","title":"“以旧换新”拉动效应减弱，华帝股份利润缩水超3成","subtitle":"","subtitle_show":0,"pub_time":1777371795000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771129","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002035":1.5},"rights":null},{"id":604424,"article_id":"2630737782","title":"霍尔木兹扼住的不止油路，还有网路","subtitle":"","subtitle_show":0,"pub_time":1777370936000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771120","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":604757,"article_id":"2630303898","title":"奇瑞北京车展密集签约，更大野心暴露","subtitle":"","subtitle_show":0,"pub_time":1777370753000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771122","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09973":1.96,"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"SNVD.UK":0.6},"rights":null},{"id":604418,"article_id":"2630790372","title":"美股科技巨头集中交卷，怎么看恒科？","subtitle":"","subtitle_show":0,"pub_time":1777370747000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771114","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":1.87,"GOOG":0.6,"GOOGL":1.87,"HSI":1.96,"HSTECH":1.96,"META":1.87,"MSFT":1.87,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":604403,"article_id":"2630722313","title":"车企比拼智能化，国产智能基座的机会来了？","subtitle":"","subtitle_show":0,"pub_time":1777370557000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771121","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.76,"CHAT":0.9,"CHPY":0.9,"PSI":0.9,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":0.76,"SMH":0.9,"SMHX":0.9,"SOXL":0.9,"SOXQ":0.9,"SOXS":0.9,"SOXX":0.9,"SOXY":0.9,"SSG":0.9,"USD":0.9,"XSD":0.9},"rights":null},{"id":604766,"article_id":"2630730369","title":"对话李斌：我们已进入残酷的决赛阶段","subtitle":"","subtitle_show":0,"pub_time":1777369501000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771119","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09866":1.97,"EVS.SI":0.6,"NIO":1.97,"NIO.SI":1.97,"NIOG":0.6},"rights":null},{"id":604132,"article_id":"2630348376","title":"9秒删库后，AI写下“认罪书”：我违反了每一条安全规则！AI安全或是幻象","subtitle":"","subtitle_show":0,"pub_time":1777365358000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771106","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":604129,"article_id":"2630376319","title":"HBM之后，存储下一个战场是CXL？三星实现10倍性能突破","subtitle":"","subtitle_show":0,"pub_time":1777365213000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771113","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":603995,"article_id":"2630373897","title":"硅谷AI人才加速“逃离”大厂去创业，Meta和谷歌成顶级人才“黄埔军校”","subtitle":"","subtitle_show":0,"pub_time":1777362035000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771094","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.91,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":1.9,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":603998,"article_id":"2630373324","title":"从“供货”到“共创”：新氧与锦波重写医美上下游关系","subtitle":"","subtitle_show":0,"pub_time":1777361968000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771107","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SY":1.5},"rights":null},{"id":603898,"article_id":"2630676320","title":"霍尔木兹何时恢复正常？市场押6月底前恢复，能源圈却看到11月之后","subtitle":"","subtitle_show":0,"pub_time":1777360200000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771096","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":603902,"article_id":"2630320995","title":"美伊谈判悬而未决，油价连涨七日，韩股收高，日元小幅走强，黄金日内跌超1%","subtitle":"","subtitle_show":0,"pub_time":1777360093000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771095","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"AAAU":1.5,"BEGS":1.5,"BNO":1.5,"BWET":1.5,"DBO":1.5,"DGP":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"EWJ":1.5,"EWY":1.5,"FGDL":1.5,"GCmain":1.5,"JPYmain":1.5,"MGCmain":1.5,"QOmain":1.5,"FXY":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GUSH":1.5,"HEWJ":1.5,"IAU":1.5,"IEO":1.5,"JDST":1.5,"MKOR":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"PXJ":1.5,"RING":1.5,"USE":1.5,"USG":1.5,"VXUS":1.5,"XME":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":603941,"article_id":"2630632006","title":"业绩下行叠加现金流转负 洋河坚持高分红背后考验加剧","subtitle":"","subtitle_show":0,"pub_time":1777357676000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771092","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159399":1.5,"VIG":1.5},"rights":null},{"id":603820,"article_id":"2630220293","title":"品类扩张接棒增长 海天味业一季报再创新高","subtitle":"","subtitle_show":0,"pub_time":1777356962000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771091","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603288":1.5,"03288":1.5},"rights":null},{"id":603790,"article_id":"2630732477","title":"华尔街美债持仓创2007年以来新高，下一轮动荡的开始？","subtitle":"","subtitle_show":0,"pub_time":1777356917000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771087","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159571":1.5,"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"MTNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":603701,"article_id":"2630406321","title":"达利欧：黄金配置应提至15%，伊朗战争以来金价已经跌了11%","subtitle":"","subtitle_show":0,"pub_time":1777355783000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771085","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":603893,"article_id":"2630321435","title":"签了！600员工反对没用，谷歌把AI安全开关“授权”给了五角大楼","subtitle":"","subtitle_show":0,"pub_time":1777355551000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771083","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOG":1.98,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":603483,"article_id":"2630325535","title":"中国领跑，美国追赶，人形机器人\"奇点时刻\"已至！","subtitle":"","subtitle_show":0,"pub_time":1777355115100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771074","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":603747,"article_id":"2630244523","title":"Mag 7财报周来袭：6000亿美元资本支出能否撑起AI叙事？","subtitle":"","subtitle_show":0,"pub_time":1777354971000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771082","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"MAGS":1.5,"XMAG":1.5},"rights":null},{"id":603679,"article_id":"2630432196","title":"承接蒙牛奶酪资产 妙可蓝多连续两季增收超三成","subtitle":"","subtitle_show":0,"pub_time":1777352410000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771081","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600882":1.5},"rights":null},{"id":603571,"article_id":"2630832664","title":"出海、迭代、缺货、缺钱：光通信景气周期背后的四道坎","subtitle":"","subtitle_show":0,"pub_time":1777350978000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771072","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.81,"FAB":1},"rights":null},{"id":603504,"article_id":"2630970325","title":"TCL中环在周期底部的高难度换挡","subtitle":"","subtitle_show":0,"pub_time":1777349017000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771080","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002129":1.5},"rights":null},{"id":603486,"article_id":"2630732558","title":"息差企稳之后：兰州银行的成本压降与结构转换","subtitle":"","subtitle_show":0,"pub_time":1777348115000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771078","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"001227":1.5},"rights":null},{"id":603360,"article_id":"2630328063","title":"涨得越猛越危险，AI行情已现\"上涨式崩盘\"信号！","subtitle":"","subtitle_show":0,"pub_time":1777346619400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771071","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"AMZD":0.6,"AMZN":2,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ARTY":1.5,"AZYY":0.6,"CHAT":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":603306,"article_id":"2630284733","title":"大摩科技展望：存储之后，EUV光刻机和CPU将成为新的瓶颈","subtitle":"","subtitle_show":0,"pub_time":1777345564000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771070","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.87,"ASMU":0.6,"MS":1.9,"MU":1.84,"NVDA":1.84},"rights":null},{"id":603303,"article_id":"2630328290","title":"华尔街已经担心“120甚至150美元油价”：手机、汽车、衣服、化妆品……都在涨价路上","subtitle":"","subtitle_show":0,"pub_time":1777345531000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771067","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"CLmain":2,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FAZ":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"QMmain":2,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5},"rights":null},{"id":603190,"article_id":"2630374340","title":"AH股齐跌：创业板跌超1%，生物科技爆发、药明康德涨停，恒科指跌近1%，科网股调整","subtitle":"","subtitle_show":0,"pub_time":1777342580000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771068","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"603259":1.95,"000001":1.89,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"02359":1.95,"HSI":1.88,"HSTECH":1.88},"rights":null},{"id":603141,"article_id":"2630347459","title":"报道：OpenAI用户和营收双双未达标，CFO警告“还没准备好上市，或难以履行算力采购合同“","subtitle":"","subtitle_show":0,"pub_time":1777342420100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771064","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":603213,"article_id":"2630634758","title":"小米投资者日：AI Agent有独特优势，汽车开启海外扩张，手机涨价是趋势","subtitle":"","subtitle_show":0,"pub_time":1777340898900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771059","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01810":2},"rights":null},{"id":602879,"article_id":"2630098341","title":"Space X、OpenAI和Anthropic，“三巨头”IPO如果砸了，对AI是灾难","subtitle":"","subtitle_show":0,"pub_time":1777338658800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771054","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5,"SOCL":1.5,"SPCX":1.5},"rights":null},{"id":602945,"article_id":"2630934464","title":"韩国散户，大举加仓中国科技巨头","subtitle":"","subtitle_show":0,"pub_time":1777337380000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771058","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01347":2,"01810":2,"03750":2,"09988":2,"XMAG":1.5},"rights":null},{"id":602845,"article_id":"2630341600","title":"解绑微软，拥抱亚马逊--OpenAI为何要这么做？","subtitle":"","subtitle_show":0,"pub_time":1777336099800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771056","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZD":0.6,"AMZN":1.94,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GOOG":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.95,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6,"USAW.SI":0.6},"rights":null},{"id":602839,"article_id":"2630419833","title":"德国总理：美国正被伊朗“羞辱”，暂未看到美方在伊朗战争中的退出战略","subtitle":"","subtitle_show":0,"pub_time":1777335577000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771055","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDAXmain":0.87,"FDXMmain":0.87,"FDXSmain":0.6},"rights":null},{"id":602833,"article_id":"2630070349","title":"本周出结果！马斯克 VS Altman--一场对OpenAI“生死攸关”的官司","subtitle":"","subtitle_show":0,"pub_time":1777335043000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771052","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.82,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":602711,"article_id":"2630981346","title":"苹果被指AI落后，但库克的“不战而胜”战略正受华尔街重新评估","subtitle":"","subtitle_show":0,"pub_time":1777331011000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3771036","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":602688,"article_id":"2630034510","title":"美股半导体指数与ISM制造业历史性背离：缺口终将弥合，方向是关键","subtitle":"","subtitle_show":0,"pub_time":1777329331000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771051","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SMH":1.5},"rights":null},{"id":602653,"article_id":"2630343931","title":"美股半导体指数结束18连涨，但60倍市盈率仍在定价完美，被行情逼着买","subtitle":"","subtitle_show":0,"pub_time":1777326938000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771048","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SMH":1.5},"rights":null},{"id":602467,"article_id":"2630312396","title":"乐观的城堡证券：伊朗冲突风险消退，美国股债有望同涨","subtitle":"","subtitle_show":0,"pub_time":1777319012000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771041","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161027":1.5},"rights":null},{"id":602460,"article_id":"2630442314","title":"美股内部相关性有多低？仅2018年“波动率末日”前夕比现在低","subtitle":"","subtitle_show":0,"pub_time":1777317712000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771039","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.95,"SVIX":0.6,"SVOL":0.6,"SVXY":1.88,"TVIXF":0.6,"USMV":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":602391,"article_id":"2630579311","title":"无视伊朗战争，美股底气何在？","subtitle":"","subtitle_show":0,"pub_time":1777313259000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771033","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.91,"ACWI":0.6,"AGIX":0.81,"AI":0.71,"AIPO":0.71,"AIYY":0.6,"ALLW":0.6,"BMAY":0.6,"CHAT":0.81,"DBSC":0.6,"DIG":1.84,"ETFT":0.6,"MESmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.91,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"TSPY":0.6,"UPRO":0.6,"VBK":0.6,"VEU":0.6,"VOO":0.81,"VTI":0.6,"VTV":0.6,"VV":0.6,"XDTE":0.6,"XLE":0.71,"XLG":0.6,"XOP":0.71,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":602282,"article_id":"2630531503","title":"高盛：一场全球性化工危机正在爆发，冲击是2022年能源危机的两倍！","subtitle":"","subtitle_show":0,"pub_time":1777306823000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770989","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":602252,"article_id":"2630313018","title":"大摩：中国AI芯片供应商，谁将胜出？","subtitle":"","subtitle_show":0,"pub_time":1777304574000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771031","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.9,"CYB":0.6,"CNHmain":0.64,"UCmain":0.64,"VGT":0.64},"rights":null},{"id":601989,"article_id":"2630594397","title":"当存款涌向保险：人身险如何承载长钱迁徙","subtitle":"","subtitle_show":0,"pub_time":1777297699000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771028","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":0.82,"UBmain":0.82,"ZBmain":0.82,"ZFmain":0.82,"ZNmain":0.82,"ZTmain":0.82},"rights":null},{"id":601977,"article_id":"2630339784","title":"夯爆了还是拉完了？HappyHorse首发实测：叙事感炸裂，价格真香！","subtitle":"","subtitle_show":0,"pub_time":1777297426000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771022","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.91,"AGIX":0.66,"AI":0.66,"AIPO":0.66,"AIYY":0.6,"ARTY":0.66,"BABA":1.91,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"CHAT":0.66,"ALBmain":0.75,"KBAB":0.6},"rights":null},{"id":601894,"article_id":"2630392747","title":"光模块业务翻倍，东山精密Q1营收同比增长53%，净利暴涨143%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777297284000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771018","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002384":1.5},"rights":null},{"id":601982,"article_id":"2630365397","title":"对话贾鸣镝：林肯的再一次押注","subtitle":"","subtitle_show":0,"pub_time":1777297218000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771025","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":601889,"article_id":"2630392270","title":"合资一哥向新势力开火","subtitle":"","subtitle_show":0,"pub_time":1777297139000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771024","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09866":0.6,"EVS.SI":0.6,"HOmain":0.72,"NIO":0.81,"NIOG":0.6},"rights":null},{"id":601985,"article_id":"2630397361","title":"对话朱江明：零跑藏着一颗成为巨头的心","subtitle":"","subtitle_show":0,"pub_time":1777297085000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771023","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":601886,"article_id":"2630392252","title":"对话曹旭东：把智驾带进物理AI时代","subtitle":"","subtitle_show":0,"pub_time":1777296940000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771021","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":601740,"article_id":"2630394045","title":"半导体月涨39%！高盛对冲基金主管：互联网泡沫以来从未出现，这个市场，我不会追","subtitle":"","subtitle_show":0,"pub_time":1777295703000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771013","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.93,"GSX":0.6,"SOX":1.92},"rights":null},{"id":601638,"article_id":"2630394355","title":"中东战事重创化肥核心枢纽！印度高价抢肥，明年全球粮供风险激增","subtitle":"","subtitle_show":0,"pub_time":1777294849000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771014","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":1.5},"rights":null},{"id":601630,"article_id":"2630391752","title":"沃尔沃三条线并跑，豪华品牌转型没有最优解","subtitle":"","subtitle_show":0,"pub_time":1777294459000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771016","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"80175":0.6,"00175":1.5,"DLX":1.5,"EVS.SI":0.6,"GELYY":0.6},"rights":null},{"id":601563,"article_id":"2630391357","title":"角色逆转！三十年后，西方汽车巨头开始向中国学习如何造车","subtitle":"","subtitle_show":0,"pub_time":1777293539000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771011","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":601541,"article_id":"2630399040","title":"中微公司Q1净利润同比增长197%至9.3亿元，减持拓荆科技股票贡献近4亿\"意外之财\" | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777291834000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771010","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688012":1.5,"688072":1.5},"rights":null},{"id":601505,"article_id":"2630939623","title":"核电下半场：执行为王！","subtitle":"","subtitle_show":0,"pub_time":1777291590000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771006","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRLL":1.5,"NLR":1.5,"NUKZ":1.5,"URAN":1.5,"URNM":1.5},"rights":null},{"id":601322,"article_id":"2630814396","title":"数据中心CW光源产品放量，A股“新王”源杰科技Q1净利暴增1153%，营收同比增长321%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777291023000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771007","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5,"688498":1.5,"BLOK":1.5,"CW":1.5,"DTCR":1.5},"rights":null},{"id":601472,"article_id":"2630396779","title":"阳光电源Q1营收同比下降18.26%，净利润下降40.12%，汇兑损失成主要拖累 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777290939000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771009","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300274":1.5},"rights":null},{"id":601319,"article_id":"2630239506","title":"锂价飙涨带业绩起飞，天齐锂业Q1营收翻番，净利润暴增1699% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777289933000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771008","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002466":1.5,"09696":1.5,"LIT":1.5},"rights":null},{"id":601277,"article_id":"2630939537","title":"向太空“借光”：Meta签署1吉瓦协议，拟用太空光伏驱动AI数据中心","subtitle":"","subtitle_show":0,"pub_time":1777289471000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3771004","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":601076,"article_id":"2630360928","title":"DDR5新品放量驱动，澜起科技Q1净利8.47亿创新高，同比增61%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777286471000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770993","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"91210":1.5,"688008":1.5,"06809":1.5},"rights":null},{"id":601041,"article_id":"2630036776","title":"吉利银河品类战提速","subtitle":"","subtitle_show":0,"pub_time":1777285524000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770994","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":600962,"article_id":"2630692362","title":"年内暴涨358%！全球AI芯片，正在被氦气卡脖子！","subtitle":"","subtitle_show":0,"pub_time":1777284098000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770978","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"CHAT":0.62,"STSM":0.6,"TSM":0.62,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":600900,"article_id":"2630364186","title":"伊朗宣布暂停66类钢铁产品出口，此前70%钢铁产能被以色列摧毁","subtitle":"","subtitle_show":0,"pub_time":1777283148000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770985","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRI":1},"rights":null},{"id":600612,"article_id":"2630036539","title":"Anthropic步步紧逼，谷歌组建“突击队”改进AI编程模型","subtitle":"","subtitle_show":0,"pub_time":1777282742300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770974","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOG":1.97,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":601023,"article_id":"2630367960","title":"OpenAI来抢手机饭碗，移动互联网会被改写吗","subtitle":"","subtitle_show":0,"pub_time":1777281324000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770987","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"VGT":0.83},"rights":null},{"id":600770,"article_id":"2630895366","title":"两年前还是“存亡问题”，如今英特尔股价历史新高！陈立武做对了什么？","subtitle":"","subtitle_show":0,"pub_time":1777279937000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770966","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"INTC":1.98,"INTW":0.6,"LINT":0.6},"rights":null},{"id":600759,"article_id":"2630693613","title":"CPU“一芯难求”，英特尔连“残次品”都拿出来卖了","subtitle":"","subtitle_show":0,"pub_time":1777279903000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770983","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.97,"INTC":1.97,"INTW":0.6,"LINT":0.6},"rights":null},{"id":600618,"article_id":"2630581365","title":"光通信之“成长的烦恼”","subtitle":"","subtitle_show":0,"pub_time":1777277607000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770960","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.67},"rights":null},{"id":600615,"article_id":"2630655863","title":"美伊谈判毫无实质进展，为何股市又嗨了？","subtitle":"","subtitle_show":0,"pub_time":1777277384000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770973","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":600567,"article_id":"2630410363","title":"史上两大IPO项目对簿公堂：马斯克诉OpenAI案今日开庭，或影响双方上市进程","subtitle":"","subtitle_show":0,"pub_time":1777276771000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770967","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.87,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":600570,"article_id":"2630363442","title":"台积电加速扩产：3nm预计增20%至18万片/月，2nm年底达10万片","subtitle":"","subtitle_show":0,"pub_time":1777276572000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770968","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.98,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":600520,"article_id":"2630683883","title":"PCB板块集体爆发背后：伊朗战争冲击供应链 + AI需求引爆涨价潮 + 一季报全线高增","subtitle":"","subtitle_show":0,"pub_time":1777274740000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770963","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"PCB":1.5},"rights":null},{"id":600500,"article_id":"2630501883","title":"鲍威尔的“最后一舞”：为“更久不降息”铺路？","subtitle":"","subtitle_show":0,"pub_time":1777274302100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770962","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"GPIQ":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NAPR":0.6,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"NQmain":2,"OEF":0.6,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"SVIX":0.6,"SVXY":0.6,"TQQQ":0.6,"TQQY":0.6,"UDOW":0.6,"UPRO":0.6,"UVIX":0.6,"UVXY":0.6,"VIX":2,"VIXmain":2,"VIXY":2,"VOO":0.6,"VXX":2,"YMmain":2,"YSPY":0.6},"rights":null},{"id":600516,"article_id":"2630350219","title":"巴菲特退休一周年：“巴菲特溢价”变“折价”，伯克希尔跌13%，股价被低估了吗？","subtitle":"","subtitle_show":0,"pub_time":1777274090000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770964","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.A":1.95,"BRK.B":1.85,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":600464,"article_id":"2630357192","title":"伊朗提出重开海峡方案提振亚太股市，日韩冲高，台积电大涨6%，镍价升至近两年高位","subtitle":"","subtitle_show":0,"pub_time":1777272036000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770961","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".IXIC":1.82,"03145":0.6,"AAPL":1.85,"AMZN":1.87,"BTC":1.86,"BTC.USD.CC":1.86,"ETH":1.81,"ETH.USD.CC":1.81,"GOOGL":1.87,"HXC":1.82,"META":1.87,"MSFT":1.87,"NDX":1.82,"STSM":0.6,"TSM":1.94,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":600405,"article_id":"2630354035","title":"AI竞争核心从抢人才转向拼算力？算力已成最大成本项","subtitle":"","subtitle_show":0,"pub_time":1777269982500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770955","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":600437,"article_id":"2630527053","title":"特朗普搅动油价、通胀失控预期抬头，全球央行这次不敢轻举妄动","subtitle":"","subtitle_show":0,"pub_time":1777269872000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770958","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":600400,"article_id":"2630354720","title":"OpenAI被曝要做手机了，联手联发科、高通！苹果危？","subtitle":"","subtitle_show":0,"pub_time":1777269359000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770956","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"002475":1.91,"AAPB":0.6,"AAPD":0.6,"AAPL":1.93,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.9,"TSLA":0.6},"rights":null},{"id":600388,"article_id":"2630354425","title":"宁波银行资产重构：对公发力，息差企稳与中收速增的双重驱动","subtitle":"","subtitle_show":0,"pub_time":1777268715000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770959","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002142":1.5},"rights":null},{"id":600134,"article_id":"2630735688","title":"大摩：与以往技术革命相比，AI扩散更快，但“尚未出现冲垮就业”的迹象","subtitle":"","subtitle_show":0,"pub_time":1777261288600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770944","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":600197,"article_id":"2630835622","title":"高盛交易台：五大信号闪烁，美股迎来“新高后的回撤窗口”","subtitle":"","subtitle_show":0,"pub_time":1777260870000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770950","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":600130,"article_id":"2630356880","title":"因“霍尔木兹冲击”，高盛将Q4布油预期上调至90美元","subtitle":"","subtitle_show":0,"pub_time":1777260047800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770945","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"UDN":1.5,"USO":1.5,"UUP":1.5},"rights":null},{"id":600191,"article_id":"2630635629","title":"两个月融资超过20亿，星动纪元持续补弹","subtitle":"","subtitle_show":0,"pub_time":1777259537000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770949","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":0.9},"rights":null},{"id":600071,"article_id":"2630396355","title":"美元互换额度讨论升温，贝森特为海湾国家金融救助背书","subtitle":"","subtitle_show":0,"pub_time":1777257718400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770941","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159940":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":600074,"article_id":"2630935539","title":"对冲基金两年来最快速度抛售科技股，美股内部已现裂痕","subtitle":"","subtitle_show":0,"pub_time":1777257627200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770942","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":2,"03086":1.5,"DMAX":0.6,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"TTTN":1.5,"UPRO":0.6,"VGT":1.5,"VOO":0.6,"XLK":1.5,"YSPY":0.6},"rights":null},{"id":600008,"article_id":"2630353197","title":"中国1至3月规模以上工业企业利润增长15.5%，高技术制造业利润同比增长47.4%","subtitle":"","subtitle_show":0,"pub_time":1777255232000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770940","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599984,"article_id":"2630353330","title":"暴涨之后，美股59%市值靠未来预期撑着，这个财报季前瞻指引比业绩更重要","subtitle":"","subtitle_show":0,"pub_time":1777255230000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770938","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599822,"article_id":"2630337179","title":"CPO量产的真正瓶颈：不是制造，而是测试","subtitle":"","subtitle_show":0,"pub_time":1777252090900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770933","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FORM":1.83,"KEYS":1.85,"SOX":1.7,"TER":1.88,"TSM":1.82},"rights":null},{"id":599814,"article_id":"2630433794","title":"传统DRAM太赚钱了！存储芯片巨头扩产HBM热情都低了，甚至长协价也不愿签了","subtitle":"","subtitle_show":0,"pub_time":1777250693200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770934","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":599753,"article_id":"2630332259","title":"关键议员“松口”，沃什5月15日接任美联储主席“最大障碍”已清","subtitle":"","subtitle_show":0,"pub_time":1777249935300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770928","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SHV":1.5,"SHY":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":600395,"article_id":"2630332254","title":"“超级星期四”来了！美联储上演“鲍威尔最后一舞”，四巨头罕见同日发财报","subtitle":"","subtitle_show":0,"pub_time":1777249818900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770930","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"GPIQ":0.6,"HIBL":0.6,"HYG":1.5,"IEF":1.5,"IEI":1.5,"IVV":0.6,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MMAX":0.6,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"MUB":1.5,"NAPR":0.6,"NDX":2,"NGHT":1.5,"NJAN":0.6,"NJUL":0.6,"NOCT":0.6,"NQmain":2,"PBDC":1.5,"PSQ":0.6,"QDEC":0.6,"QID":0.6,"QLD":0.6,"QMAR":0.6,"QQQ":0.6,"QQQM":0.6,"QQQX":0.6,"SCHO":1.5,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.5,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SQQQ":0.6,"SSO":0.6,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TQQQ":0.6,"TQQY":0.6,"TYO":1.5,"UBT":1.5,"UDN":1.5,"UDOW":0.6,"UPRO":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YMmain":2,"YSPY":0.6,"ZROZ":1.5},"rights":null},{"id":599772,"article_id":"2630833205","title":"Claude全程完成“谈判和交易”，Anthropic在上周五悄悄“试水”了电商","subtitle":"","subtitle_show":0,"pub_time":1777249007000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770931","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":599577,"article_id":"2630382036","title":"伊朗战争“扑朔迷离”，全球科技股“爆炸上涨”！高盛对冲基金业务主管：这个市场很难做","subtitle":"","subtitle_show":0,"pub_time":1777202210000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770921","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03086":1.5,"GSX":0.6,"TTTN":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":599569,"article_id":"2630817273","title":"下周重磅日程：重磅会议+超级央行周+超级财报周！美日央行决议、MAG7业绩密集轰炸","subtitle":"","subtitle_show":0,"pub_time":1777194800000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770785","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":0.63,"BIL":0.63,"BND":0.63,"BOXX":0.63,"BRK.B":0.77,"FAZ":0.72,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"GOOG":0.9,"GOVT":0.63,"HYG":0.63,"IEF":0.63,"IEI":0.63,"KBE":0.63,"LQD":0.63,"MAGY":0.9,"MINT":0.63,"MSFT":0.9,"MUB":0.63,"SCHO":0.63,"SHV":0.63,"SHY":0.63,"SKRE":0.63,"SOCL":0.72,"SPY":0.72,"TBT":0.63,"TLT":0.9,"TLTW":0.63,"TMF":0.72,"UBT":0.63,"UDN":0.9,"US10Y.BOND":0.9,"US12M.BOND":0.9,"US2Y.BOND":0.9,"US30Y.BOND":0.9,"US3Y.BOND":0.9,"US5Y.BOND":0.9,"US6M.BOND":0.9,"US7Y.BOND":0.9,"UUP":0.9,"VGIT":0.63,"VGSH":0.63,"VOO":0.72,"XDAT":0.9,"YMAG":0.9},"rights":null},{"id":599566,"article_id":"2630381204","title":"就在下周四！科技四巨头同日财报，暴涨的AI面临“验证时刻”","subtitle":"","subtitle_show":0,"pub_time":1777194407000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770917","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":599558,"article_id":"2630386700","title":"“自我驱动且不可逆转”！全球电车保有量面临“临界点”","subtitle":"","subtitle_show":0,"pub_time":1777189236000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770912","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599531,"article_id":"2630385897","title":"从摩根士丹利到高盛，北大“码农”袁骏如何炼成全球顶级交易员？","subtitle":"","subtitle_show":0,"pub_time":1777173840000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770807","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6,"MS":1.5},"rights":null},{"id":599523,"article_id":"2630383756","title":"Mythos彻底改变“网络安全”，试用企业呼吁“保护关键基础设施”","subtitle":"","subtitle_show":0,"pub_time":1777172742000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770910","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BUG":1.5,"CIBR":1.5,"IHAK":1.5},"rights":null},{"id":599510,"article_id":"2630610383","title":"战争没打完，欧美“军工股牛市”已经完了","subtitle":"","subtitle_show":0,"pub_time":1777171605000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770909","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"161024":1.5,"SHLD":1.5},"rights":null},{"id":599495,"article_id":"2630292388","title":"特朗普被紧急疏散！白宫记者晚宴大厅发生枪击事件","subtitle":"","subtitle_show":0,"pub_time":1777164703000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770905","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599387,"article_id":"2630871853","title":"司法部撤案、沃什入场、下周FOMC——美联储换帅倒计时，“无前瞻指引”时代要来了","subtitle":"","subtitle_show":0,"pub_time":1777159967100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770883","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"FOMC":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":599429,"article_id":"2630803153","title":"smart想在中国，重新定义一次自己","subtitle":"","subtitle_show":0,"pub_time":1777119333000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770899","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599426,"article_id":"2630130803","title":"百年别克，想要重回牌桌","subtitle":"","subtitle_show":0,"pub_time":1777119193000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770896","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599424,"article_id":"2630155803","title":"理想打出下一张王牌","subtitle":"","subtitle_show":0,"pub_time":1777119093000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770895","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599418,"article_id":"2630808515","title":"摩根大通：中东虽未解决但谈判路径可见，宏观焦点已从风险溢价转向残余“滞胀”风险","subtitle":"","subtitle_show":0,"pub_time":1777112809000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770891","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPM":1.5,"JPMO":0.6,"JPO":0.6},"rights":null},{"id":599409,"article_id":"2630779728","title":"Cursor“卖身”Space X，只因Claude和算力压力太大","subtitle":"","subtitle_show":0,"pub_time":1777111227800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770886","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SOCL":1.5},"rights":null},{"id":599413,"article_id":"2630404877","title":"无胜算、无防守：市场为何陷入停滞","subtitle":"","subtitle_show":0,"pub_time":1777105178000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770887","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":599380,"article_id":"2630487183","title":"美股原油和半导体ETF“历史级别资金流出”，大赚之后有人已选择“套现离场”","subtitle":"","subtitle_show":0,"pub_time":1777088035800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770879","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"512480":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":599392,"article_id":"1117992964","title":"谷歌豪掷400亿锁定Anthropic：AI两强格局成型，御三家时代终结","subtitle":"","subtitle_show":0,"pub_time":1777088000300,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GOOG":2,"GOOP":0.6,"GOOX":0.6},"rights":null},{"id":599383,"article_id":"2630871839","title":"新一轮伊朗谈判，但股市已毫不在意，完全聚焦CPU、光通信等“AI瓶颈”","subtitle":"","subtitle_show":0,"pub_time":1777085735000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770880","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":599362,"article_id":"2630876075","title":"牵涉黑石、阿波罗等巨头数十亿美元贷款！两笔违约加剧美国私募信贷困境","subtitle":"","subtitle_show":0,"pub_time":1777083665600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770878","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BX":1.5},"rights":null},{"id":599270,"article_id":"2630587894","title":"美股屡创新高，高盛警告：涨势与现实已全面脱节！","subtitle":"","subtitle_show":0,"pub_time":1777078133600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770870","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":599288,"article_id":"2630873409","title":"“大空头”Michael Burry押注半导体回调，买入SOXX看跌期权","subtitle":"","subtitle_show":0,"pub_time":1777071650000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770872","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SOX":1.85,"SOXX":1.98},"rights":null},{"id":599348,"article_id":"2630887350","title":"报道：苹果计划为iPhone 18系列进行大量芯片和内存升级","subtitle":"","subtitle_show":0,"pub_time":1777070266000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770869","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":599247,"article_id":"2630201018","title":"费城半导体指数再度大涨，创纪录连涨18天，一文看清有多超买","subtitle":"","subtitle_show":0,"pub_time":1777065242000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770867","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SOX":1.5},"rights":null},{"id":599154,"article_id":"2630282239","title":"债市巨头Pimco的“海湾豪赌”：避开公开市场，秘密认购100亿美元中东国债","subtitle":"","subtitle_show":0,"pub_time":1777059367000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770863","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5},"rights":null},{"id":599151,"article_id":"2630394822","title":"背靠基建之王Brookfield，Csquare正式冲刺美股IPO：坐拥全球30城80座数据中心","subtitle":"","subtitle_show":0,"pub_time":1777059337000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770856","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"BN":1.5,"DTCR":1.5,"IPOS":1.5,"SPCX":1.5},"rights":null},{"id":599081,"article_id":"2630682900","title":"这家人形机器人打算和家政一起干活了","subtitle":"","subtitle_show":0,"pub_time":1777052320000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770861","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":598947,"article_id":"2630252518","title":"AI年收入破亿之后，微盟下一程打算怎么走？","subtitle":"","subtitle_show":0,"pub_time":1777042151000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770854","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02013":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":598652,"article_id":"2629840953","title":"中科曙光Q1营收增24%至32亿元，研发费激增52%达5.9亿元｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777040755000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770850","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603019":1.5},"rights":null},{"id":598615,"article_id":"2629842918","title":"礼来掉队了？新一代口服减肥药Foundayo开局遇冷，诺和诺德凭借5倍开方量反超","subtitle":"","subtitle_show":0,"pub_time":1777040121200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770849","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.93,"LLYX":0.6,"LLYZ":0.6,"NVO":1.92,"NVOH":0.6,"NVOX":0.6},"rights":null},{"id":598517,"article_id":"2629256842","title":"算力“阶级森严”？大厂优先内供、小厂无米下锅，硅谷掀起新一轮GPU“断供潮”","subtitle":"","subtitle_show":0,"pub_time":1777038228000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770851","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AIYY":0.6,"AMZN":1.85,"ANV":0.6,"CHPY":0.67,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.92,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.94,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"PSI":0.67,"SMH":0.67,"SMHX":0.67,"SNVD.UK":0.6,"SOXL":0.67,"SOXQ":0.67,"SOXS":0.67,"SOXX":0.67,"SOXY":0.67,"SSG":0.67,"TSLA":0.6,"USD":0.67,"XSD":0.67},"rights":null},{"id":598878,"article_id":"2629253248","title":"平安银行2026年一季报：营收净利实现“双增”，业绩“拐点”如期而至","subtitle":"","subtitle_show":0,"pub_time":1777037680000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770858","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000001":1.5},"rights":null},{"id":598264,"article_id":"2629841087","title":"不只靠GPU！Meta数十亿美元加注亚马逊Graviton，AWS自研CPU挺进AI算力核心","subtitle":"","subtitle_show":0,"pub_time":1777036898100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770840","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZD":0.6,"AMZN":1.94,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"CBRS":1,"GOOG":0.6,"META":1.96,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USAW.SI":0.6},"rights":null},{"id":598214,"article_id":"2629168841","title":"英伟达深陷8年“挖矿误导”诉讼，正面临集体起诉关键时刻","subtitle":"","subtitle_show":0,"pub_time":1777036356300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770839","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6},"rights":null},{"id":598229,"article_id":"2629841069","title":"亿纬锂能Q1营收同比增长62%，净利润增长31.35%，储能出货超20GWh | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1777035357000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770844","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300014":1.5},"rights":null},{"id":598113,"article_id":"2629583849","title":"中东断供危机蔓延至半导体：光刻胶关键溶剂PGME与PGMEA告急 ，日本芯片材料巨头拉响警报","subtitle":"","subtitle_show":0,"pub_time":1777033041000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770838","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ASML":1.8,"TSM":1.81},"rights":null},{"id":598107,"article_id":"2629493218","title":"i茅台3个月干完了过去一年的生意","subtitle":"","subtitle_show":0,"pub_time":1777032863000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770841","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600519":1.5},"rights":null},{"id":597868,"article_id":"2629483308","title":"晶圆产能已降58%、存储产出下滑18%！三星劳资危机再升级，18天大罢工进入倒计时","subtitle":"","subtitle_show":0,"pub_time":1777029237300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770821","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EMXC":1.5},"rights":null},{"id":597740,"article_id":"2629810306","title":"马斯克确认：Cybercab已投产，产线爬坡先慢后快","subtitle":"","subtitle_show":0,"pub_time":1777026030000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770816","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.97,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":597713,"article_id":"2629817108","title":"迅雷杀回网盘市场，意欲何为？","subtitle":"","subtitle_show":0,"pub_time":1777025010000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770819","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XNET":1.5},"rights":null},{"id":597665,"article_id":"1178895153","title":"9个月四倍！英特尔从“AI 弃子”到“历史新高”","subtitle":"","subtitle_show":0,"pub_time":1777023816888,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"INTC":2,"INTW":0.6,"LINT":0.6},"rights":null},{"id":597336,"article_id":"2629815111","title":"中东冲击下新加坡转向俄油，4月进口量将创单月历史新高","subtitle":"","subtitle_show":0,"pub_time":1777021009600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770805","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"G92.SI":1.81,"SCO":1.87},"rights":null},{"id":597486,"article_id":"2629819873","title":"SemiAnalysis CEO：模型\"近两年最大能力跃迁\"，让“执行变得极其廉价”，供应链\"极度短缺\"","subtitle":"","subtitle_show":0,"pub_time":1777019953000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770809","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CEO":1,"CHAT":0.9,"RL":1,"ROIC":1},"rights":null},{"id":597440,"article_id":"2629157108","title":"中东战争推高气价电价，欧洲屋顶太阳能订单量激增","subtitle":"","subtitle_show":0,"pub_time":1777018441000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770803","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000591":1.5,"ICLN":1.5,"TAN":1.5},"rights":null},{"id":597447,"article_id":"2629081686","title":"美军制定与伊朗重新开战新方案，以色列拟“重启战争”，伊朗称将“对等回应”","subtitle":"","subtitle_show":0,"pub_time":1777018078000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770808","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":597290,"article_id":"2629158988","title":"强劲财报提振，英特尔美股盘前飙升20%，美伊僵局下原油走高，金属全线下跌","subtitle":"","subtitle_show":0,"pub_time":1777017497000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770804","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.96,"DDG":0.6,"DWT":0.6,"BZmain":0.6,"INTC":1.96,"INTW":0.6,"LINT":0.6},"rights":null},{"id":597233,"article_id":"2629581817","title":"“不对劲”！摩根大通警告：原油供给缺口被“伪需求下降”掩盖，更大冲击将至","subtitle":"","subtitle_show":0,"pub_time":1777017202700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770796","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"JPMO":0.6,"JPO":0.6},"rights":null},{"id":597227,"article_id":"2629581815","title":"还得是“光”！联讯仪器IPO首日暴涨950%，超越沐曦股份，创A股新股首日涨幅纪录","subtitle":"","subtitle_show":0,"pub_time":1777014893000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770801","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5,"688802":1.5,"688808":1.5,"IPOS":1.5,"SPCX":1.5},"rights":null},{"id":597208,"article_id":"2629890215","title":"如果霍尔木兹重开，中东产能多久能恢复？","subtitle":"","subtitle_show":0,"pub_time":1777014777000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770799","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LNG":1},"rights":null},{"id":597188,"article_id":"2629890320","title":"报道：三星SSD再度提价10%，未来几周零售端价格将跟涨","subtitle":"","subtitle_show":0,"pub_time":1777013336300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770797","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"EMXC":1.5,"SSD":1.5},"rights":null},{"id":597133,"article_id":"2629922418","title":"担心高油价不持久，美国页岩巨头不肯扩产","subtitle":"","subtitle_show":0,"pub_time":1777010416000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770778","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":597129,"article_id":"2629892928","title":"高盛坚定看好新易盛：汇率\"黑天鹅\"压制单季利润，产能扩张等将支撑未来几季表现","subtitle":"","subtitle_show":0,"pub_time":1777009876000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770783","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300502":1.5,"GSX":0.6},"rights":null},{"id":597236,"article_id":"2629818179","title":"规模效应递减的破局战：爱尔眼科赴港谋求全球扩张","subtitle":"","subtitle_show":0,"pub_time":1777009781000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770794","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300015":1.5},"rights":null},{"id":596995,"article_id":"2629899083","title":"DeepSeek V4深度：一次注意力机制的结构性颠覆","subtitle":"","subtitle_show":0,"pub_time":1777004442000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770791","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":596757,"article_id":"2629893986","title":"英特尔Q1财报，狠狠打了华尔街的脸","subtitle":"","subtitle_show":0,"pub_time":1777004137000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770776","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"INTC":1.98,"INTW":0.6,"LINT":0.6},"rights":null},{"id":596984,"article_id":"2629899172","title":"基金单一持股上限放宽至25%，台股全线爆发，台积电股价创新高","subtitle":"","subtitle_show":0,"pub_time":1777003517000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770786","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.95,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":596981,"article_id":"2629899108","title":"南京银行3万亿扩表狂飙透视：息差承压下的“以量补价”与利润平滑","subtitle":"","subtitle_show":0,"pub_time":1777002989000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770788","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601009":1.5},"rights":null},{"id":596895,"article_id":"2629964638","title":"燃油车加上智能化，奇瑞押注内燃机","subtitle":"","subtitle_show":0,"pub_time":1777001546000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770784","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":1.5},"rights":null},{"id":596878,"article_id":"2629089662","title":"DeepSeek V4预览版发布！大幅降低对计算和显存的需求，Agent能力实现国内和开源领先","subtitle":"","subtitle_show":0,"pub_time":1777000415000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770782","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":596861,"article_id":"2629895027","title":"谷歌Cloud Next大会焦点：AI Agent迈入规模化，推理芯片成独立增长曲线","subtitle":"","subtitle_show":0,"pub_time":1777000225100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770774","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.98,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":596808,"article_id":"2629893221","title":"AH股齐跌：创业板跌2%，算力硬件普跌，新易盛大跌超9%，恒科指跌超1%，科网股集体调整","subtitle":"","subtitle_show":0,"pub_time":1776997057000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770777","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"300502":1.97,"399001":0.6,"399006":1.92,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"04335":1.85,"HSI":1.91,"HSTECH":1.91,"INTC":1.85},"rights":null},{"id":596746,"article_id":"2629893533","title":"重估腾讯AI价值： \"40%效率提升+极致定价\"，混元HY3.0主打“实用主义”，已具规模化商用能力","subtitle":"","subtitle_show":0,"pub_time":1776996113000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770772","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.96,"HTCD.SI":0.6,"TCEHY":1.96},"rights":null},{"id":596836,"article_id":"2629895107","title":"华侨银行洪涌翔：银行业务的前沿在亚洲、在科技、在绿能","subtitle":"","subtitle_show":0,"pub_time":1776995137000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770779","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"O39.SI":1.93},"rights":null},{"id":596571,"article_id":"2629867449","title":"1季度大赚31%，4月前2周“腰斩”--“原油交易之神”栽了个大跟头","subtitle":"","subtitle_show":0,"pub_time":1776991270000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770768","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":596574,"article_id":"2629445867","title":"油价六连涨，特朗普这次“画线失败”了","subtitle":"","subtitle_show":0,"pub_time":1776990220000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770766","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":596544,"article_id":"2629862249","title":"一边突袭马杜罗，一边预测市场下注！美军士兵被控“内幕交易”获利40万美元","subtitle":"","subtitle_show":0,"pub_time":1776989988000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770765","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":596513,"article_id":"2629862618","title":"美国“布什”号航母驶近中东，以色列称准备好重启战争，伊朗制定“对等回应”方案","subtitle":"","subtitle_show":0,"pub_time":1776988859000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770762","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":596510,"article_id":"2629862692","title":"“奢侈品老大”忧虑全球消费，LVMH CEO：中东战争可能演变为“全球灾难”","subtitle":"","subtitle_show":0,"pub_time":1776988208000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770761","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":596451,"article_id":"2629386403","title":"特朗普称黎以停火将延长三周，以媒称“伊朗议长已从谈判小组辞职”，伊朗否认分裂，称 “谈判重心已从核问题转为彻底停战”","subtitle":"","subtitle_show":0,"pub_time":1776988156000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770760","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":596472,"article_id":"2629864080","title":"多软件、空芯片！“大空头”买入微软，做空英伟达","subtitle":"","subtitle_show":0,"pub_time":1776987504000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770758","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ANV":0.6,"DIPS":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":2,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVDA":2,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVYY":0.6,"SOXX":1.82},"rights":null},{"id":596354,"article_id":"2629186128","title":"关于存储，SK海力士Q1释放了什么信号？","subtitle":"","subtitle_show":0,"pub_time":1776984583000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770738","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":596398,"article_id":"2629407861","title":"美股半导体17连涨创历史纪录震惊市场，高盛交易员：关注这几个信号","subtitle":"","subtitle_show":0,"pub_time":1776984415000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770757","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6,"SOX":1.96},"rights":null},{"id":596395,"article_id":"2629615158","title":"SAP云业务营收超预期，同比增长19%，Q1利润超预期增长17%","subtitle":"","subtitle_show":0,"pub_time":1776983142000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770751","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SAP":1.5},"rights":null},{"id":596308,"article_id":"2629869216","title":"CFTC报告揭秘4月美股反弹背后：机构创纪录买入纳指期货","subtitle":"","subtitle_show":0,"pub_time":1776982174000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770756","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".IXIC":1.94,"FTEC":0.6,"MNQmain":0.6,"GPIQ":0.6,"HXC":1.94,"IYW":0.6,"JEPQ":0.6,"NDX":1.86,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"TECL":0.6,"TQQQ":1.86,"TQQY":0.6},"rights":null},{"id":596214,"article_id":"2629866794","title":"同步大裁员押注AI！微软51年来首推自愿退休，Meta裁员8000人","subtitle":"","subtitle_show":0,"pub_time":1776979367000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770746","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"META":1.92,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.96,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":596007,"article_id":"2629920850","title":"高盛警告：美国市场月末股债再平衡来袭，230亿美元股票待抛售，压力不小！","subtitle":"","subtitle_show":0,"pub_time":1776974517000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770747","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":595973,"article_id":"2629850389","title":"一个月八倍后雪崩！安飞士逼空结束，一日砍半，连续第二天暴跌","subtitle":"","subtitle_show":0,"pub_time":1776973930000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770743","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CAR":1.5,"MEME":1.5},"rights":null},{"id":595853,"article_id":"2629512048","title":"4.3万亿巨头出手！摩根大通拟筹集数十亿美金，重返私募信贷市场","subtitle":"","subtitle_show":0,"pub_time":1776964892000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770735","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPM":1.5,"JPMO":0.6,"JPO":0.6},"rights":null},{"id":595796,"article_id":"2629859853","title":"如何看待交易拥挤度对AI板块的影响？","subtitle":"","subtitle_show":0,"pub_time":1776960379000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770646","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":595777,"article_id":"2629856264","title":"Stellantis战略大调整：拟出售或共享欧洲四座工厂，报道称东风汽车或成潜在买家","subtitle":"","subtitle_show":0,"pub_time":1776960084000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770736","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00489":1.5,"STLA":1.5},"rights":null},{"id":595736,"article_id":"2629855405","title":"欣旺达Q1营收同增31%，受汇兑损失拖累，归母净利同比下滑70%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776958235000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770734","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"91215":1.5,"300207":1.5},"rights":null},{"id":595443,"article_id":"2629825830","title":"4月按兵不动已成定局，油价破百或逼迫欧央行6月“预防性加息”","subtitle":"","subtitle_show":0,"pub_time":1776957522000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770727","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"UGA":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":595679,"article_id":"2629853484","title":"敷尔佳的20亿天花板：渠道红利退潮后的重构考验","subtitle":"","subtitle_show":0,"pub_time":1776956058000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770731","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"301371":1.5},"rights":null},{"id":595648,"article_id":"2629858042","title":"美国4月制造业PMI初值创近四年新高，囤货驱动难掩需求疲软，通胀反弹令美联储陷入两难","subtitle":"","subtitle_show":0,"pub_time":1776955768000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770729","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":595317,"article_id":"2629837348","title":"新易盛Q1营收翻番，突破80亿元关口，净利润27.8亿元，同比增长76.8% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776950122000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770726","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300502":1.5},"rights":null},{"id":595280,"article_id":"2629832670","title":"台积电“喊贵”，ASML应声下挫，分析师忙“灭火”","subtitle":"","subtitle_show":0,"pub_time":1776949253000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770725","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.93,"ASMU":0.6,"STSM":0.6,"TSM":1.95,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":595123,"article_id":"2629765831","title":"中选临近，特朗普却不关心经济，共和党有点慌！","subtitle":"","subtitle_show":0,"pub_time":1776947703000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770724","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":595034,"article_id":"2629000836","title":"AI需求引爆高端PCB，深南电路Q1营收同增38%，净利增73%至8.5亿元｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776945468000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770721","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002916":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"PCB":1.5},"rights":null},{"id":595016,"article_id":"2629905836","title":"中国电信Q1营收、净利双双下滑，智能收入同比增长近四成，AI与云业务成新引擎 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776944642000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770718","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601728":1.5,"00728":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":594913,"article_id":"1143981699","title":"“安全不是免费的”！伊朗收到首笔霍尔木兹通行费，美军称拦截两艘伊方超级油轮","subtitle":"","subtitle_show":0,"pub_time":1776943293860,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BZmain":2,"CLmain":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NQmain":2,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":594946,"article_id":"2629835677","title":"中微半导Q1营收同比增长57.47%，净利润增48.89%，出货量突破12亿颗 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776942436000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770715","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688380":1.5},"rights":null},{"id":594453,"article_id":"2629889562","title":"传闻落空！特斯拉：FSD入华时间推迟，最快三季度上线","subtitle":"","subtitle_show":0,"pub_time":1776937655600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770703","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":2,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":594514,"article_id":"2629881441","title":"特斯拉、SpaceX终将合并？投资者买的不是具体公司，而是马斯克","subtitle":"","subtitle_show":0,"pub_time":1776936832700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770706","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":2,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":594517,"article_id":"2629447881","title":"腾讯Hy3 preview上线，姚顺雨加入后的成绩单出炉","subtitle":"","subtitle_show":0,"pub_time":1776935363000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770707","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.98,"HTCD.SI":0.6,"TCEHY":1.98},"rights":null},{"id":594445,"article_id":"2629898438","title":"伊朗：已收到首笔霍尔木兹通行费","subtitle":"","subtitle_show":0,"pub_time":1776932904000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770704","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":594343,"article_id":"2629488513","title":"SaaS末日降临？高盛密会40家公司后高呼：这可能是一场更大的增长叙事","subtitle":"","subtitle_show":0,"pub_time":1776931957000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770695","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":594290,"article_id":"2629883172","title":"今天，全球市场恐慌了“五分钟”，只因德黑兰传来爆炸声","subtitle":"","subtitle_show":0,"pub_time":1776930574800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770698","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2},"rights":null},{"id":594314,"article_id":"2629885386","title":"美伊僵局拖累全球股债，科技股乐观情绪消散，日经指数首破6万点后收跌，油价涨超1%","subtitle":"","subtitle_show":0,"pub_time":1776930426000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770666","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03086":1.5,"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DXJ":1.5,"ERX":1.5,"EWJ":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"TTTN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":594638,"article_id":"2629887602","title":"遭遇上市以来最深调整 迎驾贡酒收缩战线守安徽","subtitle":"","subtitle_show":0,"pub_time":1776929656000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770697","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603198":1.5,"IPOS":1.5},"rights":null},{"id":594239,"article_id":"2629888708","title":"导弹在飞，全球股市却在涨：五大原因看懂这场逆向狂欢","subtitle":"","subtitle_show":0,"pub_time":1776929112100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770694","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"VT":1.5},"rights":null},{"id":594218,"article_id":"2629051000","title":"“疯王”特朗普、“疯狂的战争”与“癫狂的市场”","subtitle":"","subtitle_show":0,"pub_time":1776928629500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770672","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.75,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"DWT":0.6,"ERX":0.9,"BZmain":0.6,"CLmain":0.74,"QMmain":0.74,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"SCO":0.74,"UCO":0.74,"UDN":0.83,"UGA":0.75,"USE":0.9,"USL":0.9,"USO":0.76,"USOI":0.9,"UUP":0.83,"VDE":0.9,"XOP":0.9},"rights":null},{"id":593923,"article_id":"2629386006","title":"从存储、MLCC、ABF到磷化铟，关于AI算力链的“瓶颈”，这是高盛的最新看法","subtitle":"","subtitle_show":0,"pub_time":1776927284700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770676","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GSX":0.6},"rights":null},{"id":594197,"article_id":"2629000515","title":"全球市场一片狂欢，油市却仍如开战初期般糟糕：全球库存逼近历史最低","subtitle":"","subtitle_show":0,"pub_time":1776927087000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770689","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.85,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"DWT":0.6,"ERX":0.9,"BZmain":0.6,"CLmain":0.88,"FGBXmain":0.64,"MCLmain":0.75,"QMmain":0.88,"GSX":0.6,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"SCO":0.88,"UCO":0.88,"UGA":0.85,"USE":0.9,"USL":0.9,"USO":0.9,"USOI":0.9,"VDE":0.9,"XLE":0.64,"XOP":0.9},"rights":null},{"id":594175,"article_id":"2629007208","title":"美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部","subtitle":"","subtitle_show":0,"pub_time":1776926360000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770690","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"AVGG":0.6,"AVGO":1.98,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"GGLL":0.6,"GGLS":0.6,"GOOG":1.91,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":594132,"article_id":"2629000786","title":"量贩渠道托底的劲仔食品，还在等利润跟上收入","subtitle":"","subtitle_show":0,"pub_time":1776924626000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770687","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"003000":1.5},"rights":null},{"id":594304,"article_id":"2629883743","title":"巨额补税叠加万店退潮，ST绝味步入多事之秋","subtitle":"","subtitle_show":0,"pub_time":1776924473000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770685","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603517":1.5},"rights":null},{"id":594118,"article_id":"2629002600","title":"油价不断上涨\"预警\"，但为何美股无动于衷？","subtitle":"","subtitle_show":0,"pub_time":1776923820000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770682","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":593995,"article_id":"2629380006","title":"上市即暴涨5-8倍，现在的智谱和MiniMax，贵吗？","subtitle":"","subtitle_show":0,"pub_time":1776919965000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770673","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00100":2,"02513":1.5,"IPOS":1.5},"rights":null},{"id":593920,"article_id":"2629006387","title":"一夜爆红后，“龙虾”面临抉择","subtitle":"","subtitle_show":0,"pub_time":1776916729000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770665","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"VGT":0.68},"rights":null},{"id":593723,"article_id":"2629008386","title":"特斯拉财报快评：利润稳住了，增长没回来，汽车还能为AI和机器人“输血”多久？","subtitle":"","subtitle_show":0,"pub_time":1776911868600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770669","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.98,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":593476,"article_id":"2629072254","title":"“美版ASML”业绩狂飙！Lam Research季度营收创纪录，CEO称明年也“相当好”","subtitle":"","subtitle_show":0,"pub_time":1776905542000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770661","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASMU":0.6,"LRCU":0.6,"LRCX":1.98},"rights":null},{"id":593434,"article_id":"2629072684","title":"特朗普称“没有结束时间表”，美伊开启“懦夫博弈”，代价是全球经济","subtitle":"","subtitle_show":0,"pub_time":1776904360000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770662","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"REET":1.5},"rights":null},{"id":593345,"article_id":"2629717560","title":"特斯拉电话会：超预期上调2026年资本开支，AI5芯片提前流片，“Optimus将是史上最大的产品”","subtitle":"","subtitle_show":0,"pub_time":1776902020000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770653","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":2,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":593239,"article_id":"1109495171","title":"特斯拉Q1营收创近两年最高增速，盈利大超预期，现金流翻倍","subtitle":"","subtitle_show":0,"pub_time":1776895208391,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":2,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":593108,"article_id":"2629646075","title":"OpenAI发布隐私过滤模型，可以本地运行高精度屏蔽个人敏感信息","subtitle":"","subtitle_show":0,"pub_time":1776893366000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770649","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":593098,"article_id":"2629758980","title":"欧莱雅一季度营收逆势增长7.6%，欧洲与北美核心市场复苏｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776892438000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770642","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LRLCY":1.5},"rights":null},{"id":593085,"article_id":"2629073702","title":"俄罗斯化肥出口限制至12月，因美伊冲突加剧全球供应短缺","subtitle":"","subtitle_show":0,"pub_time":1776892260000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770643","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":592894,"article_id":"2629020188","title":"太贵了！台积电：2029年前暂不部署阿斯麦最新光刻机","subtitle":"","subtitle_show":0,"pub_time":1776889013000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770644","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.94,"ASMU":0.6,"STSM":0.6,"TSM":1.96,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":592718,"article_id":"2629024557","title":"资本开支暴增，存储产能要过剩了吗？","subtitle":"","subtitle_show":0,"pub_time":1776882902000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770637","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":592721,"article_id":"2629024568","title":"重磅揭晓！基金公司一季末规模排行出炉","subtitle":"","subtitle_show":0,"pub_time":1776882891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770641","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":592572,"article_id":"2629663025","title":"简单的部分已经过去！高盛交易台：我们正处于“系统性支持的最后阶段”","subtitle":"","subtitle_show":0,"pub_time":1776873456000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770640","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":591541,"article_id":"2629501034","title":"AI数据中心需求井喷！GE Vernova Q1订单同比激增71%，自由现金流指引上调40%！盘初股价涨幅扩大至13%","subtitle":"","subtitle_show":0,"pub_time":1776864955900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770615","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159166":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5,"GEV":2,"GEVG":0.6,"GEVX":0.6},"rights":null},{"id":591997,"article_id":"2629049553","title":"榴弹攻击！一天之内三艘货船遇袭，两艘被扣，霍尔木兹海峡陷入海上肉搏","subtitle":"","subtitle_show":0,"pub_time":1776860976000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770628","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IMO":1,"MSC":1,"RPG":1},"rights":null},{"id":591757,"article_id":"2629437810","title":"DeepSeek首度融资遭大厂疯抢，腾讯、阿里或入局，估值冲向200亿美元","subtitle":"","subtitle_show":0,"pub_time":1776860190100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770624","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00700":1.92,"09988":1.88,"BABA":1.88,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":591729,"article_id":"2629043124","title":"波音Q1营收222亿美元超预期， 美股盘前涨3%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776857531000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770625","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BA":1.5},"rights":null},{"id":591695,"article_id":"2629043530","title":"参加宁德时代技术日后，花旗高呼：行业天花板再次拔高","subtitle":"","subtitle_show":0,"pub_time":1776857325000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770622","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300750":1.96,"03750":1.96,"EVS.SI":0.6},"rights":null},{"id":591690,"article_id":"2629043823","title":"充电卷进6分钟，宁德时代说上半场还没结束","subtitle":"","subtitle_show":0,"pub_time":1776855943000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770618","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300750":1.95,"03750":1.95,"EVS.SI":0.6},"rights":null},{"id":591505,"article_id":"2629017271","title":"AI算力拉动高端PCB放量，沪电股份Q1营收同增54%至62亿元，净利同增63%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776854540000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770614","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002463":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"PCB":1.5},"rights":null},{"id":591461,"article_id":"2629012207","title":"每小时收费2000美元！顶尖律所“认错”：AI工具“瞎编法条和案例”","subtitle":"","subtitle_show":0,"pub_time":1776852575000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770604","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":591278,"article_id":"2629001981","title":"爱奇艺“掀桌”背后：平台为什么总想让我们看AI","subtitle":"","subtitle_show":0,"pub_time":1776849962400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770609","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IQ":1.95},"rights":null},{"id":591309,"article_id":"1173993260","title":"沃什听证会：独立性的三层含义","subtitle":"","subtitle_show":0,"pub_time":1776849950086,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"DDM":0.6,"DIA":0.6,"DMAX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":2,"HIBL":0.6,"IVV":0.6,"MMAX":0.6,"NQmain":2,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SMAX":0.6,"SPDN":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":0.6,"SPYH":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"UDOW":0.6,"UPRO":0.6,"VOO":0.6,"YMmain":2,"YSPY":0.6},"rights":null},{"id":591074,"article_id":"2629138610","title":"又到特斯拉财报夜，市场最关心这三件事","subtitle":"","subtitle_show":0,"pub_time":1776848707100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770591","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":2,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":591248,"article_id":"2629701642","title":"AI下一个风口——游戏创作！","subtitle":"","subtitle_show":0,"pub_time":1776848559000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770606","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":591243,"article_id":"2629140016","title":"策略师：建议“黄金+”配置45%，股票35%，债券0%","subtitle":"","subtitle_show":0,"pub_time":1776848366000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770607","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BNDW":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":591224,"article_id":"2629016855","title":"大摩：MiniMax短期ARR潜力被低估，未来三个月催化剂密集落地","subtitle":"","subtitle_show":0,"pub_time":1776847721000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770600","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ARR":1.5},"rights":null},{"id":591157,"article_id":"2629013046","title":"美伊谈判陷入僵局后，两艘货船接连遭遇伊朗袭击","subtitle":"","subtitle_show":0,"pub_time":1776846238000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770597","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":591108,"article_id":"2629013600","title":"突破关键点位后，债市后续怎么走？","subtitle":"","subtitle_show":0,"pub_time":1776845232000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770602","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6},"rights":null},{"id":591100,"article_id":"2629013367","title":"全球最大避孕套生产商涨价20-30%，因伊朗战争导致供应链紧张","subtitle":"","subtitle_show":0,"pub_time":1776844992000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770598","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":591055,"article_id":"1117417145","title":"CPU严重供不应求，英特尔、AMD下半年或再涨价两位数","subtitle":"","subtitle_show":0,"pub_time":1776844205184,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMD":2,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"INTC":2,"INTW":0.6,"LINT":0.6},"rights":null},{"id":590942,"article_id":"2629092556","title":"报道：伊朗两艘满载油轮关闭追踪系统，绕开美国封锁线驶入阿拉伯海","subtitle":"","subtitle_show":0,"pub_time":1776842812900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770586","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BWET":1.5,"CLmain":2},"rights":null},{"id":591033,"article_id":"2629090996","title":"5万亿美元机会！AI不只吞电，水资源、金属全面告急","subtitle":"","subtitle_show":0,"pub_time":1776842749000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770589","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"XME":1.5},"rights":null},{"id":590791,"article_id":"2629096334","title":"分析师：苹果此时宣布换帅，预示下周财报可能报喜","subtitle":"","subtitle_show":0,"pub_time":1776840866100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770572","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":590911,"article_id":"2629604094","title":"还有15天！伊朗石油业将被迫减产，随后全面停产","subtitle":"","subtitle_show":0,"pub_time":1776840517600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770582","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.67,"DDG":0.6,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.87,"DWT":0.6,"ERX":0.9,"BZmain":0.6,"CLmain":0.69,"MCLmain":0.67,"QMmain":0.69,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"SCO":0.69,"UCO":0.69,"UGA":0.67,"USE":0.9,"USL":0.9,"USO":0.72,"USOI":0.9,"VDE":0.9,"XLE":0.63,"XOP":0.9},"rights":null},{"id":590899,"article_id":"2629091046","title":"拒绝谈判后，伊朗：收到“一些信号”暗示美国准备解除封锁","subtitle":"","subtitle_show":0,"pub_time":1776837393000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770583","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":590908,"article_id":"2629094600","title":"孙宇晨起诉特朗普关联加密项目，指控敲诈勒索","subtitle":"","subtitle_show":0,"pub_time":1776836151000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770580","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":590820,"article_id":"2629961610","title":"华尔街激辩：存储巨头估值这么低，这对吗？","subtitle":"","subtitle_show":0,"pub_time":1776832846000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770553","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":1.5},"rights":null},{"id":590773,"article_id":"2629963310","title":"中国需求旺盛，日本三月出口强劲增长11.7%","subtitle":"","subtitle_show":0,"pub_time":1776830494000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770565","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":590745,"article_id":"2629095473","title":"算力租赁：中国AI新核心资产","subtitle":"","subtitle_show":0,"pub_time":1776829441000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770574","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":590706,"article_id":"2629093005","title":"霍华德·马克斯：四重压力下市场转向悲观，标普市盈率22倍仍不便宜","subtitle":"","subtitle_show":0,"pub_time":1776828773000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770564","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ESmain":1.5},"rights":null},{"id":590703,"article_id":"2629001093","title":"GPT-image-2公测效果炸场了，影响可能刚刚开始","subtitle":"","subtitle_show":0,"pub_time":1776828290000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770569","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GPT":1.5,"GPT.AU":1.5},"rights":null},{"id":590796,"article_id":"2629963130","title":"千问小酒窝亮相，阿里千问APP月活已冲到TOP2","subtitle":"","subtitle_show":0,"pub_time":1776826992000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770575","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.94,"BABA":1.94,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":590710,"article_id":"2629093007","title":"凯文沃什：他看到了结构性问题，而所有人都在等待答案","subtitle":"","subtitle_show":0,"pub_time":1776824762000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770571","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EL":1.57},"rights":null},{"id":590581,"article_id":"2629983530","title":"A股震荡分化，锂电池拉升，液冷服务器龙头再跌停，恒科指跌2%，宁德时代H股跌近5%，30年期国债升至逾4个月高位","subtitle":"","subtitle_show":0,"pub_time":1776824333000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770568","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"300750":1.5,"399300":1.5,"03750":1.5,"07226":1.5,"EVS.SI":0.6,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"JKS":1.5,"LIT":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5},"rights":null},{"id":590562,"article_id":"2629983800","title":"驭势科技IPO背后，一场从技术叙事到商业验证的转向","subtitle":"","subtitle_show":0,"pub_time":1776824230000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770566","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01511":2,"IPOS":1.5,"SPCX":1.5},"rights":null},{"id":590578,"article_id":"2629909835","title":"“燃气轮机龙头”GE Vernova财报来了，“暴涨”下的高预期能被满足吗？","subtitle":"","subtitle_show":0,"pub_time":1776824198000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770548","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GE":1.5},"rights":null},{"id":590565,"article_id":"2629381098","title":"过去两周全球市场“历史级别反转”，高盛警告股市胜率仍偏低，警惕乐观预期透支","subtitle":"","subtitle_show":0,"pub_time":1776824016000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770554","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":590570,"article_id":"2629098382","title":"\"新美联储通讯社\"：沃什独立性承诺存疑，确认之路悬于司法调查","subtitle":"","subtitle_show":0,"pub_time":1776823760000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770563","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":590413,"article_id":"2629622067","title":"主导本轮地产拐点，却被市场忽略的三因素","subtitle":"","subtitle_show":0,"pub_time":1776820542000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770561","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CYB":0.6,"CNHmain":0.9,"MCNHmain":0.87,"MUCmain":0.87,"TNmain":0.9,"UBmain":0.9,"UCmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"REET":0.9},"rights":null},{"id":590392,"article_id":"2629627330","title":"“炼化员工”？Meta采集员工“鼠标移动和键盘操作”，用以训练AI","subtitle":"","subtitle_show":0,"pub_time":1776819935000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770557","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FBL":0.6,"FBY":0.6,"FBYY":0.6,"MAGY":1.5,"META":2,"METD":0.6,"METU":0.6,"METW":0.6,"SOCL":1.5,"YMAG":1.5},"rights":null},{"id":590397,"article_id":"2629736062","title":"CPU严重供不应求，Q3料将持续涨价","subtitle":"","subtitle_show":0,"pub_time":1776819826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770559","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"04335":1.96,"AIPO":0.7,"AMD":1.91,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"INTC":1.96,"INTW":0.6,"LINT":0.6,"STSM":0.6,"TSM":0.7,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":590389,"article_id":"2629061148","title":"史上最大IPO前夕，Space X的财务数据部分流出，利润率相当高","subtitle":"","subtitle_show":0,"pub_time":1776816657700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770549","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":2,"IPOS":1.5,"SOCL":1.5,"SPCX":1.5},"rights":null},{"id":590297,"article_id":"2629061295","title":"若油价见顶，大类资产如何演绎定价？","subtitle":"","subtitle_show":0,"pub_time":1776816260000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770543","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":590293,"article_id":"2629061114","title":"贸易巨头警告：霍尔木兹海峡再这样下去，能源危机将变成粮食危机","subtitle":"","subtitle_show":0,"pub_time":1776815938000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770551","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DGAZ":0.6,"NGmain":0.67,"UGAZ":0.6,"UNG":0.6},"rights":null},{"id":590090,"article_id":"2629706530","title":"ASM二季度指引大超预期，AI基建提振芯片设备需求","subtitle":"","subtitle_show":0,"pub_time":1776805239000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770542","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ASMIY":1.95},"rights":null},{"id":589999,"article_id":"2629259068","title":"最后时刻反转！特朗普宣布延长停火，维持海上封锁等待伊朗提交方案","subtitle":"","subtitle_show":0,"pub_time":1776802886000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770539","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":589899,"article_id":"2629057909","title":"成也AI败也AI？高通深陷内存供应瓶颈，分析师预警未来两年增长几近停滞","subtitle":"","subtitle_show":0,"pub_time":1776801723000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770535","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":1.98},"rights":null},{"id":589866,"article_id":"2629524290","title":"光通讯产能全行业售罄，目前的博弈点在哪？","subtitle":"","subtitle_show":0,"pub_time":1776800077000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770532","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LITE":0.77,"LITX":0.6,"UDN":0.77,"UUP":0.77},"rights":null},{"id":589845,"article_id":"2629052895","title":"霍尔木兹海峡积压船只达800艘，IMO秘书长：首要任务是保障海员安全撤离","subtitle":"","subtitle_show":0,"pub_time":1776798631000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770534","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IMO":1.5},"rights":null},{"id":589758,"article_id":"2629059048","title":"三星化身苹果“专属零部件供应商”：掌控56%屏幕订单，独揽折叠屏首单","subtitle":"","subtitle_show":0,"pub_time":1776792771000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770531","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.92,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SSNLF":1.93,"TSLA":0.6},"rights":null},{"id":589755,"article_id":"2629005901","title":"黑石、KKR等资管巨头业绩期将至：私募信贷融资遇冷，散户投资者加速撤离","subtitle":"","subtitle_show":0,"pub_time":1776792763000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770524","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BX":1.5,"KKR":1.5},"rights":null},{"id":589727,"article_id":"2629836059","title":"中东战火推高油价，欧洲3月纯电车销量逆势暴涨51%","subtitle":"","subtitle_show":0,"pub_time":1776789910000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770526","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":589666,"article_id":"2629484055","title":"DeepSeek的“下一步”","subtitle":"","subtitle_show":0,"pub_time":1776787087000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770529","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGI":1},"rights":null},{"id":589214,"article_id":"2629034605","title":"台积电豪掷560亿美元扩产，CEO却坦言芯片短缺将延续至2027年以后","subtitle":"","subtitle_show":0,"pub_time":1776784672600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770517","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSM":1.97,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":589357,"article_id":"2629032750","title":"IEA年度报告：数据中心贡献美国去年电力需求增量“半壁江山”，电池储能为全球增长最快电力技术","subtitle":"","subtitle_show":0,"pub_time":1776781957500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770520","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159146":1.5,"159305":1.5,"BLOK":1.5,"DTCR":1.5,"IEA":1.5},"rights":null},{"id":589483,"article_id":"2629030928","title":"计划砍掉近半车型，朱华荣说300万辆只够活下去","subtitle":"","subtitle_show":0,"pub_time":1776781423000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770521","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":589298,"article_id":"2629034007","title":"K90 Max起售价直逼3K，红米定价策略“激进”了吗","subtitle":"","subtitle_show":0,"pub_time":1776777344000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770518","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":589157,"article_id":"2629031932","title":"如果资产有年龄，石油竟然最年轻，通信、有色步入中年，煤炭、银行最老？","subtitle":"","subtitle_show":0,"pub_time":1776776547000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770507","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159876":1.5,"161032":1.5,"161121":1.5,"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":589014,"article_id":"2629978036","title":"爱奇艺何以腹背受敌","subtitle":"","subtitle_show":0,"pub_time":1776772195000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770512","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89888":0.6,"BIDU":0.6,"IQ":1.98},"rights":null},{"id":588926,"article_id":"2629035196","title":"背靠英伟达，胜宏科技港股首秀暴涨50%！中投、挪威主权基金领衔全球巨头入局","subtitle":"","subtitle_show":0,"pub_time":1776771547000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770508","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"91228":1.96,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":588880,"article_id":"2629003306","title":"银行业“轻量化”正在走的三条路","subtitle":"","subtitle_show":0,"pub_time":1776769707000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770506","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03143":0.6,"03968":0.9},"rights":null},{"id":588774,"article_id":"2629666038","title":"新帅特努斯的苹果哲学：AI服务于体验，低价非低质，极致藏于细节","subtitle":"","subtitle_show":0,"pub_time":1776768801000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770501","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":588670,"article_id":"2629808740","title":"网络安全股遭AI“错杀”？大摩看到2200亿美元机会","subtitle":"","subtitle_show":0,"pub_time":1776766551000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770496","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"CHKP":2,"CRWD":2,"CRWL":0.6,"CYRR":2,"DT":2,"FTNT":2,"HACK":1.5,"MCFE":2,"MNDT":2,"NET":2,"NETG":0.6,"NETX":0.6,"PALD":0.6,"PALU":0.6,"PANG":0.6,"PANW":2,"S":2,"TENB":2,"ZS":2},"rights":null},{"id":588374,"article_id":"2629899950","title":"珍惜“黄金坑”，黄金的“第四浪”不远了！","subtitle":"","subtitle_show":0,"pub_time":1776761413000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770486","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":588350,"article_id":"2629086436","title":"霍尔木兹海峡动向：三艘船今日试图穿越、其中一艘是伊朗货船","subtitle":"","subtitle_show":0,"pub_time":1776759931000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770492","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MSC":1},"rights":null},{"id":588378,"article_id":"2629089914","title":"加速去美元化！刚果：明年4月起禁止美元现金交易","subtitle":"","subtitle_show":0,"pub_time":1776758797000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770493","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":588322,"article_id":"2629086501","title":"聚焦海外割草机，追觅孵化的这家公司再获千万级融资","subtitle":"","subtitle_show":0,"pub_time":1776758304000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770491","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":588234,"article_id":"2629085391","title":"AI驱动盈利增长，高盛上调美股目标：标普500年底有望冲击7600点","subtitle":"","subtitle_show":0,"pub_time":1776757409000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770484","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"GS":1.94,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":588186,"article_id":"2629083151","title":"宁德时代大股东打95折卖股被疯抢，意味着什么？","subtitle":"","subtitle_show":0,"pub_time":1776756819400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770489","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"300750":1.89,"03750":1.89,"EVS.SI":0.6},"rights":null},{"id":588150,"article_id":"2629088905","title":"沃什说了什么不重要！提名听证会或是“过场”，大概率会通过","subtitle":"","subtitle_show":0,"pub_time":1776755496600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770487","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":588126,"article_id":"2629970022","title":"“轻工业全品类机器人第一股”要来了","subtitle":"","subtitle_show":0,"pub_time":1776754081000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770483","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06871":2,"ROBO":1.5},"rights":null},{"id":588105,"article_id":"2629008917","title":"日本地震冲击半导体链：铠侠NAND停产，关键光刻胶工厂停工4-8周","subtitle":"","subtitle_show":0,"pub_time":1776752987000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770480","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SOX":1.87},"rights":null},{"id":588100,"article_id":"2629670086","title":"净利骤降逾八成，英维克一字跌停，液冷叙事遭遇第一次考验！","subtitle":"","subtitle_show":0,"pub_time":1776752826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770479","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002837":1.5},"rights":null},{"id":587806,"article_id":"2629054947","title":"智能体崛起后，整个AI价值链的分布都变了！大摩：GPU不再是一切","subtitle":"","subtitle_show":0,"pub_time":1776752373100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770458","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":588077,"article_id":"2629702264","title":"苹果的新CEO，为什么是Ternus？","subtitle":"","subtitle_show":0,"pub_time":1776752267600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770475","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":587933,"article_id":"2629498709","title":"IP运营公司新蓝海？HelloKitty母公司三丽鸥推出游戏品牌","subtitle":"","subtitle_show":0,"pub_time":1776742321000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770469","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IP":1.5},"rights":null},{"id":587868,"article_id":"2629706379","title":"A股三大股指齐跌，液冷服务器集体调整、千亿大牛股一字跌停，恒科指高开低走，新消费反弹，蜜雪大涨7%","subtitle":"","subtitle_show":0,"pub_time":1776739374000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770466","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300394":1.9,"000001":1.89,"002837":1.96,"HSI":1.88,"HSTECH":1.88},"rights":null},{"id":587864,"article_id":"2629320706","title":"Citadel：特朗普的推文已经颠覆了“原油交易模式”","subtitle":"","subtitle_show":0,"pub_time":1776739199000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770456","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":587832,"article_id":"2629705263","title":"伊朗谈判曙光提振亚太股市，韩国综指新高，科技股领涨，油价续跌","subtitle":"","subtitle_show":0,"pub_time":1776738928000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770463","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03086":1.5,"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"TTTN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VGT":1.5,"XLK":1.5},"rights":null},{"id":587761,"article_id":"2629341705","title":"万斯将赴巴基斯坦进行美伊新一轮谈判","subtitle":"","subtitle_show":0,"pub_time":1776737425000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770465","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":587782,"article_id":"2629053467","title":"沃什今晚能否“安全过关”？新美联储通讯社：财产披露或成关键因素","subtitle":"","subtitle_show":0,"pub_time":1776737361000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770462","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":587718,"article_id":"2629703941","title":"瑞银评智谱--“中国版Anthropic”","subtitle":"","subtitle_show":0,"pub_time":1776737161000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770457","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"02513":1.5},"rights":null},{"id":587625,"article_id":"2629708417","title":"中东危局无碍，韩国4月初出口势头保持强劲，芯片激增182.5%","subtitle":"","subtitle_show":0,"pub_time":1776734423000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770459","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SOX":1.85},"rights":null},{"id":587563,"article_id":"2629115770","title":"盛世接班有多难？苹果新CEO的三大难题","subtitle":"","subtitle_show":0,"pub_time":1776733107500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770453","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":587635,"article_id":"2629708411","title":"美联储还会不会降息？今晚这个数据很关键","subtitle":"","subtitle_show":0,"pub_time":1776732902000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770455","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":587515,"article_id":"2629777612","title":"全球央行高官：美国力推稳定币，加速“美元化”，威胁新兴市场","subtitle":"","subtitle_show":0,"pub_time":1776729708000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770452","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CCUP":0.6,"CRCA":0.6,"CRCD":0.6,"CRCG":0.6,"CRCL":1.77,"CRCO":0.6,"ICRC":0.6},"rights":null},{"id":587382,"article_id":"2629774978","title":"华尔街看好美股盈利前景，高盛警示上涨股票集中度过高","subtitle":"","subtitle_show":0,"pub_time":1776725127000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770449","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5,"GSX":0.6},"rights":null},{"id":587351,"article_id":"2629268771","title":"哈塞特：美国愿为阿联酋提供金融支持，但可能没有必要","subtitle":"","subtitle_show":0,"pub_time":1776722562000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770447","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159940":1.5},"rights":null},{"id":587170,"article_id":"2629776262","title":"化肥巨头警告：氮肥价格已在高位，但还将进一步上涨","subtitle":"","subtitle_show":0,"pub_time":1776717518000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770442","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":587139,"article_id":"2629775000","title":"零售和光伏需求推动，中国白银进口量创历史新高","subtitle":"","subtitle_show":0,"pub_time":1776716339000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770438","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601012":1.77,"SLV":1.9,"XAGUSD.FOREX":1.9},"rights":null},{"id":587113,"article_id":"2629968775","title":"英媒：至少26艘涉伊朗航运船只突破美军封锁","subtitle":"","subtitle_show":0,"pub_time":1776715543000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770439","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDRY":1.5},"rights":null},{"id":587069,"article_id":"2629773100","title":"英维克2025营收增长32%，净利润增长15%，AI驱动机房温控需求｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776713164000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770437","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002837":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":587015,"article_id":"2629777823","title":"摩根大通：GPU租赁在3月全面涨价，DRAM与NAND二季度涨价放缓","subtitle":"","subtitle_show":0,"pub_time":1776710089000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770436","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"JPMO":0.6,"JPO":0.6},"rights":null},{"id":587018,"article_id":"2629778230","title":"礼来宣布70亿美元收购Kelonia：布局“体内CAR-T”前沿赛道，引领基因疗法变革","subtitle":"","subtitle_show":0,"pub_time":1776710073000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770433","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.95,"LLYX":0.6,"LLYZ":0.6},"rights":null},{"id":586897,"article_id":"2629722061","title":"大摩：为什么买存储比买CPU的盈亏比更好?","subtitle":"","subtitle_show":0,"pub_time":1776701401000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770424","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.95,"AMD":1.94,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"DRAM":0.83,"INTC":1.95,"INTW":0.6,"LINT":0.6,"MU":1.92,"SNDX":1.9},"rights":null},{"id":586891,"article_id":"2629722766","title":"“预测市场”Polymarket拟以150亿美元估值融资4亿美元","subtitle":"","subtitle_show":0,"pub_time":1776701388000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770429","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":586063,"article_id":"2628747131","title":"想学格林斯潘？沃什的AI降通胀逻辑，他未来的同事们并不买账","subtitle":"","subtitle_show":0,"pub_time":1776690647600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770411","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":586394,"article_id":"2628472302","title":"中国移动Q1营收微增净利下滑，云计算、算力租赁等成增长新引擎 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776689636000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770420","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600941":1.5,"00941":1.5,"CHL":1.5,"SKYU":1.5},"rights":null},{"id":586123,"article_id":"2628584740","title":"沃什明日出战听证会：从“鹰”转“鸽”能否说服国会？独立性与通胀预期成焦点","subtitle":"","subtitle_show":0,"pub_time":1776689073800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770414","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":586225,"article_id":"2628872850","title":"摩根大通：逢高做空美元，结汇避险需求共振，人民币中期看涨","subtitle":"","subtitle_show":0,"pub_time":1776688708100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770397","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CYB":0.6,"JPO":0.6,"UDN":1.5,"USDCNH.FOREX":2,"USDindex.FOREX":2,"UUP":1.5},"rights":null},{"id":586531,"article_id":"2628072667","title":"特朗普：若有突破进展 愿同伊朗高级别领导人会面","subtitle":"","subtitle_show":0,"pub_time":1776686702000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770404","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":586112,"article_id":"2628740372","title":"极氪拼上大车战略最后一块版图","subtitle":"","subtitle_show":0,"pub_time":1776685956000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770415","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ZK":1.5},"rights":null},{"id":586023,"article_id":"2628747383","title":"市场已“放弃4月加息”，日本央行转向观望：真正的窗口在6月？","subtitle":"","subtitle_show":0,"pub_time":1776683183000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770401","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"EWV":1.5,"EZJ":1.5,"FLJP":1.5,"HEWJ":1.5,"JPXN":1.5,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":585962,"article_id":"2628744706","title":"天孚通信Q1营收同比增长40.82%，净利润增长45.79%，AI驱动高速光器件需求持续旺盛 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776681724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770407","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300394":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":585941,"article_id":"2628744107","title":"创源股份买下30家酷乐潮玩门店 潮玩集合店的账还算得清吗","subtitle":"","subtitle_show":0,"pub_time":1776681345000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770405","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300703":1.5},"rights":null},{"id":585789,"article_id":"2628498417","title":"海啸预警！日本近海突发7.5级强地震，东京震感明显","subtitle":"","subtitle_show":0,"pub_time":1776678411000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770399","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":585537,"article_id":"2628748989","title":"暴涨650%，全球爆单，光纤本轮牛市有何不同？","subtitle":"","subtitle_show":0,"pub_time":1776676570800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770395","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.81,"AI":0.81,"AIPO":0.81,"AIYY":0.6,"ARTY":0.81,"BLOK":0.81,"CHAT":0.81,"DTCR":0.81},"rights":null},{"id":585669,"article_id":"2628992745","title":"股票交易员战时生存指南","subtitle":"","subtitle_show":0,"pub_time":1776676238000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770396","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SHLD":0.68},"rights":null},{"id":585568,"article_id":"2628748271","title":"明晚重磅听证会，沃什会放鹰吗？德银揭示五大看点","subtitle":"","subtitle_show":0,"pub_time":1776673882800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770394","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":585391,"article_id":"2628171081","title":"百名演员卖脸爱奇艺？这可能只是一场误传","subtitle":"","subtitle_show":0,"pub_time":1776670040000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770392","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89888":0.6,"BIDU":0.6,"IQ":1.96},"rights":null},{"id":585278,"article_id":"2628271406","title":"霍尔木兹周末大变天！周六超20艘船通过，周日骤降到0？","subtitle":"","subtitle_show":0,"pub_time":1776666917000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770388","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BWET":0.68},"rights":null},{"id":585114,"article_id":"2628168427","title":"深度拆解美联储重磅“缩表”论文：缩多少，怎么缩，影响几何？","subtitle":"","subtitle_show":0,"pub_time":1776658610000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770372","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":585106,"article_id":"2628716823","title":"摩根大通示警：虽然周末油价下跌，但基本面却在持续恶化","subtitle":"","subtitle_show":0,"pub_time":1776658445000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770382","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"JPM":1.5,"JPMO":0.6,"JPO":0.6,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":585082,"article_id":"2628157667","title":"断崖式下跌！IDC：2026年全球智能手机出货量将暴跌13%，Q1已下滑4.1%","subtitle":"","subtitle_show":0,"pub_time":1776657746000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770379","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01810":1.78,"AAPB":0.6,"AAPD":0.6,"AAPL":1.9,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"MAGY":0.78,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"XIACY":1.78,"YMAG":0.78},"rights":null},{"id":585023,"article_id":"2628275713","title":"美股已创出历史新高，但美债市场却很谨慎","subtitle":"","subtitle_show":0,"pub_time":1776655273000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770378","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":585015,"article_id":"2628071327","title":"押注地缘动荡！美国投资者蜂拥买入军工股","subtitle":"","subtitle_show":0,"pub_time":1776654997000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770371","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LMT":2,"PLTR":2,"SHLD":1.5},"rights":null},{"id":585973,"article_id":"2628742882","title":"DeepSeek不会向资本低头","subtitle":"","subtitle_show":0,"pub_time":1776652338000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770376","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":584848,"article_id":"2628183537","title":"一枝独秀的创业板--“中国纳指”前7大权重占比已升至48%，堪比MAG 7","subtitle":"","subtitle_show":0,"pub_time":1776651657000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770367","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":1.97,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"FTEC":0.6,"MNQmain":0.6,"GPIQ":0.6,"IYW":0.6,"JEPQ":0.6,"NDX":0.6,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQA":0.6,"QQQE":0.6,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"TECL":0.6,"TQQY":0.6},"rights":null},{"id":584839,"article_id":"2628902427","title":"沪指涨0.5%，北证50大涨3%，光纤概念爆发，AI算力活跃，恒科指涨0.3%，半导体拉升","subtitle":"","subtitle_show":0,"pub_time":1776651081000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770370","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"513580":1.84,"515890":0.6,"000001":1.94,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"SVXY":1.77,"TMF":1.79,"TVIX":1.77},"rights":null},{"id":584741,"article_id":"2628790365","title":"担忧财政和外储耗尽，阿联酋向美国“要钱”","subtitle":"","subtitle_show":0,"pub_time":1776648883000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770362","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.81,"BOND":0.7,"BSV":0.7,"DBC":0.81,"DBE":0.81,"DIG":0.81,"DRIP":0.81,"DRLL":0.81,"EDV":0.7,"ERX":0.81,"FOMC":1,"GBIL":0.7,"GOVT":0.7,"GUSH":0.81,"IEI":0.7,"IEO":0.81,"IXC":0.81,"MINT":0.7,"OIH":0.81,"OILK":0.81,"OILT":0.81,"OILU":0.81,"PBDC":0.7,"PXJ":0.81,"SCHO":0.7,"TBIL":0.7,"TBT":0.7,"TYO":0.7,"UBT":0.7,"UDN":0.9,"US10Y.BOND":0.7,"US12M.BOND":0.7,"US2Y.BOND":0.7,"US30Y.BOND":0.7,"US3Y.BOND":0.7,"US5Y.BOND":0.7,"US6M.BOND":0.7,"US7Y.BOND":0.7,"USE":0.81,"USHY":0.7,"USL":0.81,"USOI":0.81,"UUP":0.9,"VCIT":0.7,"VCSH":0.7,"VDE":0.81,"VGLT":0.7,"XLE":0.81,"XOP":0.81,"ZROZ":0.7},"rights":null},{"id":584878,"article_id":"2628718648","title":"莫海波的“升级考题”： 如何守住1479亿“江山”，又为万家创下下一个黄金十年？","subtitle":"","subtitle_show":0,"pub_time":1776648336000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770374","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":584646,"article_id":"2628929447","title":"高盛交易员：美股已经做好本周回调的准备","subtitle":"","subtitle_show":0,"pub_time":1776646262000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770364","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":584595,"article_id":"2628895792","title":"“停火最后期限”临近，伊朗再封海峡、美国首次扣船，双方都在争取“谈判砝码”","subtitle":"","subtitle_show":0,"pub_time":1776644770000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770363","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2},"rights":null},{"id":584541,"article_id":"2628794452","title":"难以置信的极速反转！3月底以来反弹20%，Mag 7引领美股创出新高","subtitle":"","subtitle_show":0,"pub_time":1776643314000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770360","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"MAGS":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"XMAG":1.5},"rights":null},{"id":584211,"article_id":"2628766748","title":"内存危机深化：DRAM厂商预计2027年前仅能满足六成需求，多年短缺或已成定局","subtitle":"","subtitle_show":0,"pub_time":1776587378000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770350","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":584201,"article_id":"2628659887","title":"美银Hartnett：本轮美股反弹正演变为\"多头陷阱\"","subtitle":"","subtitle_show":0,"pub_time":1776580890000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770345","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":584192,"article_id":"2628686727","title":"创纪录美股背后的虚假地基：两大\"一次性\"因素能撑多久？","subtitle":"","subtitle_show":0,"pub_time":1776569744000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770342","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BNO":0.9,"CHAT":0.9,"DBC":0.9,"DBE":0.9,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"ERX":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PEG":1,"PXJ":0.9,"USE":0.9,"USL":0.9,"USOI":0.9,"VDE":0.9,"XLE":0.8,"XOP":0.8},"rights":null},{"id":584181,"article_id":"2628025750","title":"航空燃油飙升，航空公司进入“自保模式”，夏季旺季来临前加大航班取消力度","subtitle":"","subtitle_show":0,"pub_time":1776566770000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770337","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159231":1.5,"HOmain":1.5},"rights":null},{"id":584184,"article_id":"2628675002","title":"荣耀夺冠、机器人半马跑赢人类，但最关键的比赛不在亦庄","subtitle":"","subtitle_show":0,"pub_time":1776565483000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770341","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":584176,"article_id":"2628117750","title":"数据中心投资热潮向上游蔓延：HBM设备商ASMPT订单激增，Q1预计同比大涨40%","subtitle":"","subtitle_show":0,"pub_time":1776564702000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770338","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00522":1.5,"BLOK":1.5,"DRAM":1.5,"DTCR":1.5},"rights":null},{"id":584151,"article_id":"2628393750","title":"停火“还剩三天”，以军袭击黎巴嫩，伊朗军方关闭霍尔木兹海峡，特朗普再召“战情室会议”","subtitle":"","subtitle_show":0,"pub_time":1776561922000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770334","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":584030,"article_id":"2628730412","title":"对冲基金创纪录押注美债，Apollo警告：一旦反转或引爆全球债市“冲击波”","subtitle":"","subtitle_show":0,"pub_time":1776515029000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770331","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"AGG":1.5,"BIL":1.5,"BITC":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":584027,"article_id":"2628730411","title":"做空机构盯上“税收套利”帝国：监管收紧在即，万亿美元生态遭狙击","subtitle":"","subtitle_show":0,"pub_time":1776514454000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770332","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMG":1,"IRS":1},"rights":null},{"id":584010,"article_id":"2628730646","title":"“HALO交易”，昙花一现还是大势所趋？","subtitle":"","subtitle_show":0,"pub_time":1776513016000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770328","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HALO":1.5},"rights":null},{"id":583999,"article_id":"2628730840","title":"粮食危机已在路上：伊朗冲突如何冲击全球餐桌","subtitle":"","subtitle_show":0,"pub_time":1776510871000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770327","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBC":0.67,"DBE":0.67,"DIG":0.67,"DRIP":0.67,"DRLL":0.67,"ERX":0.67,"GUSH":0.67,"IEO":0.67,"IXC":0.67,"PXJ":0.67,"USE":0.67,"VDE":0.67},"rights":null},{"id":583968,"article_id":"2628880732","title":"AIDC供电，短期靠燃机“救火”，长期靠这三条路线","subtitle":"","subtitle_show":0,"pub_time":1776502351000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770324","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"MAGY":0.9,"META":0.6,"NVDA":0.6,"TSLA":0.6,"YMAG":0.9},"rights":null},{"id":583956,"article_id":"2628734695","title":"又见内幕交易？霍尔木兹开放前20分钟，神秘交易员甩出7.6亿美元空单，精准做空原油","subtitle":"","subtitle_show":0,"pub_time":1776498873000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770325","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":583953,"article_id":"2628734895","title":"CPO量产引爆AI算力底层革命，硅光与互连成最大赢家？","subtitle":"","subtitle_show":0,"pub_time":1776497002000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770323","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":583935,"article_id":"2628731559","title":"AI烧钱无底洞？高盛给出回本路径：自动驾驶将引爆万亿利润池","subtitle":"","subtitle_show":0,"pub_time":1776492376000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770318","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GSX":0.6},"rights":null},{"id":583867,"article_id":"2628736281","title":"“这一轮神准”的高盛：维持“5月中旬前中东原油流量恢复”的预测，目标油价不变但“双向风险”更多","subtitle":"","subtitle_show":0,"pub_time":1776484626000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770311","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":583864,"article_id":"2628736286","title":"特朗普：若伊朗不达成停火或发动打击，伊朗不会拥有核武器","subtitle":"","subtitle_show":0,"pub_time":1776484463000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770316","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":583870,"article_id":"2628736400","title":"“新王登基”100天，伯克希尔开始变了","subtitle":"","subtitle_show":0,"pub_time":1776484088000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770315","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BRK.A":1.98,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":583859,"article_id":"2628736486","title":"既当分析师，又当投资人：这个29岁年轻人，正掌握AI的话语权","subtitle":"","subtitle_show":0,"pub_time":1776483869000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770312","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":583848,"article_id":"2628736557","title":"全球市场“已经打完仗了”，高盛交易台：AI主题将持续跑赢，尤其是液冷、光学网络和推理算力","subtitle":"","subtitle_show":0,"pub_time":1776481944000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770313","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GSX":0.6},"rights":null},{"id":583833,"article_id":"2628401735","title":"庆祝“战争结束”、市场提前开香槟？分析师警告：尾部风险仍然巨大","subtitle":"","subtitle_show":0,"pub_time":1776479486000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770309","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.67,"BWET":0.67,"CTA":1,"DBC":0.67,"DBE":0.67,"DBO":0.76,"DDG":0.6,"DIG":0.67,"DRIP":0.67,"DRLL":0.67,"DUG":0.76,"DWT":0.6,"ERX":0.67,"BZmain":0.6,"CLmain":0.63,"MESmain":0.6,"TNmain":0.79,"UBmain":0.79,"ZBmain":0.79,"ZFmain":0.79,"ZNmain":0.79,"ZTmain":0.79,"GUSH":0.67,"IEO":0.67,"IVV":0.6,"IXC":0.67,"OEF":0.6,"OEX":0.6,"OIH":0.67,"OILK":0.67,"OILT":0.67,"OILU":0.67,"PXJ":0.67,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.76,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UDN":0.86,"UPRO":0.6,"USE":0.67,"USL":0.67,"USOI":0.67,"UUP":0.86,"VDE":0.67,"VOO":0.67,"YSPY":0.6},"rights":null},{"id":583743,"article_id":"2628780841","title":"裁员8000人！受AI提效推动，Meta拟5月20日启动首轮裁员约10%","subtitle":"","subtitle_show":0,"pub_time":1776465459000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770297","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"GOOG":0.6,"MAGY":1.5,"META":0.6,"MSFT":0.6,"NVDA":0.6,"SOCL":1.5,"TSLA":0.6,"YMAG":1.5},"rights":null},{"id":583725,"article_id":"2628660787","title":"高盛：美股上涨趋势难以对抗，但短期回调才是最健康的","subtitle":"","subtitle_show":0,"pub_time":1776462875000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770295","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6,"RSI":1},"rights":null},{"id":583690,"article_id":"2628278236","title":"美联储理事沃勒：中东战争若迅速结束，降息仍有望延续","subtitle":"","subtitle_show":0,"pub_time":1776459572000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770292","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":583578,"article_id":"2628781127","title":"Anthropic推出AI视觉创作工具Claude Design，付费订阅竞争力提升","subtitle":"","subtitle_show":0,"pub_time":1776455912000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770280","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":583559,"article_id":"2628393781","title":"伊朗设霍尔木兹通行条件，正与美拟和平协议框架，警告若美继续海上封锁还将关闭海峡","subtitle":"","subtitle_show":0,"pub_time":1776455259000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770282","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":583548,"article_id":"2628781874","title":"台积电规划2029年启动1nm以下先进制程试产，苹果有望率先采用","subtitle":"","subtitle_show":0,"pub_time":1776454977000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770288","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"AAPB":0.6,"AAPD":0.6,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"STSM":0.6,"TSLA":0.6,"TSM":1.97,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":583534,"article_id":"2628789463","title":"三星将HBM开发周期从2年缩短至1年，紧跟英伟达节奏，力争更大市场份额","subtitle":"","subtitle_show":0,"pub_time":1776453919000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770287","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.87,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":583476,"article_id":"2628290786","title":"OpenAI计划IPO之际，Altman被曝要求公司投资其个人持股企业","subtitle":"","subtitle_show":0,"pub_time":1776451247000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770284","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5,"SPCX":1.5},"rights":null},{"id":583449,"article_id":"2628786677","title":"美股散户，回来了！","subtitle":"","subtitle_show":0,"pub_time":1776449701000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770286","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":583315,"article_id":"2628788271","title":"罕见“慢跌快涨”！美股这轮反弹：仅跌5%-10%后11天即创历史新高","subtitle":"","subtitle_show":0,"pub_time":1776441731000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770283","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.68,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":583281,"article_id":"2628889937","title":"联电加入芯片涨价潮，2026年下半年起涨价，客户“无处可去”","subtitle":"","subtitle_show":0,"pub_time":1776441133000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770281","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UMC":1.97},"rights":null},{"id":583225,"article_id":"2628000902","title":"英特尔从三星挖来30年销售老将，代工业务最难的不是技术而是“卖不出去”","subtitle":"","subtitle_show":0,"pub_time":1776439970000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770278","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.97,"INTC":1.97,"INTW":0.6,"LINT":0.6},"rights":null},{"id":583231,"article_id":"2628420009","title":"全球CPU荒来袭：英特尔与AMD处理器价格上涨15%，PC供应链面临严峻考验","subtitle":"","subtitle_show":0,"pub_time":1776439958000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770271","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"04335":1.96,"AMD":1.87,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"INTC":1.96,"INTW":0.6,"LINT":0.6},"rights":null},{"id":583222,"article_id":"2628200097","title":"离职1个月即创业，量化科技圈竞业限制“松绑”？","subtitle":"","subtitle_show":0,"pub_time":1776439942000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770279","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161022":1.5},"rights":null},{"id":583212,"article_id":"2628000512","title":"时隔7年，第14家“A+H”券商呼之欲出","subtitle":"","subtitle_show":0,"pub_time":1776439853000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770273","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":583217,"article_id":"2628052200","title":"美团AI健康管家的商业逻辑拆解：从应急购药到健康管理延伸","subtitle":"","subtitle_show":0,"pub_time":1776435453000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770272","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.97,"HMTD.SI":0.6,"MPNGY":1.97},"rights":null},{"id":582588,"article_id":"2628820489","title":"北方华创2025年营收增长逾三成，净利润小幅下降，分红55亿元占净利近100% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776431809000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770267","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002371":1.5,"VIG":1.5},"rights":null},{"id":582524,"article_id":"2628320163","title":"朱江明要把豪车拉下神坛","subtitle":"","subtitle_show":0,"pub_time":1776431589000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770266","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":582521,"article_id":"2628201636","title":"近三十年最大工业IPO横空出世：Madison Air借AI散热东风首日大涨18%","subtitle":"","subtitle_show":0,"pub_time":1776431573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770260","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"IPOS":1.5,"SPCX":1.5},"rights":null},{"id":582463,"article_id":"2628209750","title":"美国被曝考虑解冻200亿美元伊朗资产，换取伊方放弃浓缩铀！伊朗：霍尔木兹海峡商业通行已开放","subtitle":"","subtitle_show":0,"pub_time":1776428800000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770261","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":582336,"article_id":"2628205210","title":"一个时代落幕：三星关闭旧款内存订单窗口，行业加速向下一代内存迁移","subtitle":"","subtitle_show":0,"pub_time":1776427508000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770258","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":582322,"article_id":"2628205190","title":"稀土量价齐升，北方稀土2025年营收创历史新高，净利润翻倍，拟每股派0.13元 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776427250000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770254","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159715":1.5,"600111":1.5,"REMX":1.5,"SETM":1.5},"rights":null},{"id":582302,"article_id":"2628055642","title":"北证50指数基金规模上限将提升","subtitle":"","subtitle_show":0,"pub_time":1776426259000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770255","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5},"rights":null},{"id":582203,"article_id":"2628081742","title":"金龙鱼2025年净利同增26%至31.5亿元，扣非净利暴增194%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776423986000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770249","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300999":1.5},"rights":null},{"id":582059,"article_id":"2628427249","title":"霍尔木兹后，美国可能“盯上”马六甲海峡？","subtitle":"","subtitle_show":0,"pub_time":1776419386000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770237","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":0.7},"rights":null},{"id":582007,"article_id":"2628710792","title":"AMD下一代芯片，被曝拿下Anthropic大单","subtitle":"","subtitle_show":0,"pub_time":1776417200000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770236","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AMD":2},"rights":null},{"id":582016,"article_id":"2628741352","title":"奥迪在中国押下更重筹码","subtitle":"","subtitle_show":0,"pub_time":1776415386000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770238","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.62},"rights":null},{"id":581869,"article_id":"2628279822","title":"私募信贷市场新的做空工具：华尔街大行推出针对黑石、阿波罗的CDS","subtitle":"","subtitle_show":0,"pub_time":1776412998000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770234","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BX":1.5,"FAZ":1.5},"rights":null},{"id":581882,"article_id":"2628798032","title":"英法今日召开霍尔木兹海峡峰会，法国拒绝北约秘书长参会，美国缺席","subtitle":"","subtitle_show":0,"pub_time":1776412931000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770233","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":581798,"article_id":"2628275470","title":"消费的韧性：人口，购买力和一颗蓝莓","subtitle":"","subtitle_show":0,"pub_time":1776411782000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770226","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":581778,"article_id":"2628275535","title":"CTA史诗级回补美股：单周860亿美元扫货，未来一周再加700亿","subtitle":"","subtitle_show":0,"pub_time":1776411475500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770223","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CTA":1.5},"rights":null},{"id":581757,"article_id":"2628273134","title":"“缺电缺人缺设备”，美国40%数据中心恐延期，AI巨头被算力“卡脖子”","subtitle":"","subtitle_show":0,"pub_time":1776409987000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770225","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":581699,"article_id":"2628532278","title":"摩根大通：光虽好，但太贵，下调康宁评级","subtitle":"","subtitle_show":0,"pub_time":1776408983000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770224","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GLW":1.5},"rights":null},{"id":581647,"article_id":"2628822775","title":"资本流向东亚“科技”，印度股市进一步承压","subtitle":"","subtitle_show":0,"pub_time":1776405081000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770221","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMA":1.5,"EMXC":1.5,"EPI":1.5,"FLIN":1.5,"GLIN":1.5,"IMVP":1.5,"INCO":1.5,"IND":1.5,"INDA":1.5,"INDE":1.5,"INDL":1.5,"INDY":1.5,"INQQ":1.5,"NDIA":1.5,"NFTY":1.5,"PIN":1.5,"SCIN":1.5,"SMIN":1.5},"rights":null},{"id":581037,"article_id":"2628084240","title":"银行开始“釜底抽薪”，给美国私募信贷业危机“火上浇油”","subtitle":"","subtitle_show":0,"pub_time":1776405033500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770202","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":581573,"article_id":"2628222174","title":"王一博流量注入潮玩IP“小嗷aoo”，乐华联手奇梦岛能否做出爆款","subtitle":"","subtitle_show":0,"pub_time":1776401403000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770220","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HERE":1.5,"IP":1.5},"rights":null},{"id":581523,"article_id":"2628322465","title":"高盛：AI的未来，要有光！","subtitle":"","subtitle_show":0,"pub_time":1776398760400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770214","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":581461,"article_id":"2628652221","title":"机器人转折点来了？这家美国公司称其新模型能“让机器人执行从未训练过的任务”","subtitle":"","subtitle_show":0,"pub_time":1776397611300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770207","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":581465,"article_id":"2628221659","title":"台积电先进封装路线图生变：CoWoS“生命周期更长”，下一代CoPoS“最快也要2030年4季度”","subtitle":"","subtitle_show":0,"pub_time":1776396121000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770208","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSM":2},"rights":null},{"id":581436,"article_id":"2628229715","title":"霍尔木兹海峡可谈、核问题难解？美伊或转向“临时备忘录+60天延长停战”","subtitle":"","subtitle_show":0,"pub_time":1776395275000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770212","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":581401,"article_id":"2628296852","title":"油费涨完电费涨！美国人怒了，数据中心成为中选“靶子”","subtitle":"","subtitle_show":0,"pub_time":1776394076000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770210","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":581111,"article_id":"2628202228","title":"引发热议！美国前财长保尔森：美国需要“应急计划”应对美债需求崩溃","subtitle":"","subtitle_show":0,"pub_time":1776391324400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770204","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TMF":1.5,"TYO":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":581104,"article_id":"2628752228","title":"“大规模裁员”席卷硅谷--企业意愿“越来越强”，员工再就业“越来越难”","subtitle":"","subtitle_show":0,"pub_time":1776386817000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770201","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9},"rights":null},{"id":581108,"article_id":"2628228787","title":"伊朗战争打到今天，已经有12个国家“撑不住了”，印度认为破坏和疫情“一样大”","subtitle":"","subtitle_show":0,"pub_time":1776385155000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770203","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":1.5},"rights":null},{"id":581013,"article_id":"2628965240","title":"中东和欧洲官员认为：达成美伊和平协议“至少需要六个月”，应先延长停火","subtitle":"","subtitle_show":0,"pub_time":1776384022000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770200","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":580865,"article_id":"2628857247","title":"奈飞Q1业绩超预期增长但指引逊色，“灵魂人物”董事长将离任，股价盘后跌近9%","subtitle":"","subtitle_show":0,"pub_time":1776382187500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770192","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NFLX":2},"rights":null},{"id":580860,"article_id":"2628247853","title":"Mythos令全球金融精英陷恐慌与困惑，英央行行长：上辈子做错了什么？","subtitle":"","subtitle_show":0,"pub_time":1776380257000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770197","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159940":1.5},"rights":null},{"id":580815,"article_id":"2628242937","title":"美股已“忘了战争”，为何美债还在纠结？","subtitle":"","subtitle_show":0,"pub_time":1776378011000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770186","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"SCHO":1.5,"SGOV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":580792,"article_id":"2628423452","title":"美国证券协会警告：Mythos威胁美国证监会重磅数据库安全","subtitle":"","subtitle_show":0,"pub_time":1776377589000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770194","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161027":1.5},"rights":null},{"id":580776,"article_id":"2628244454","title":"Anthropic发布主力AI模型Opus 4.7，软件工程能力更出色，网络攻防被专门削弱","subtitle":"","subtitle_show":0,"pub_time":1776375907000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770187","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":580781,"article_id":"2628244453","title":"美国参议院银行委员会民主党人要求推迟沃什美联储主席提名听证","subtitle":"","subtitle_show":0,"pub_time":1776375844000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770189","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"FAZ":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5},"rights":null},{"id":580739,"article_id":"2628417522","title":"华友钴业2025年业绩创历史新高，钴价回升与新能源需求共振驱动增长｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776373985000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770184","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159875":1.5,"160640":1.5,"399941":1.5,"603799":1.5,"000941.SH":1.5},"rights":null},{"id":580657,"article_id":"2628874249","title":"白宫拟向联邦机构开放Anthropic强力AI模型Mythos访问权限","subtitle":"","subtitle_show":0,"pub_time":1776370546000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770181","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":580633,"article_id":"2628246725","title":"对数据中心容量的“土地争夺”仍在继续，但供需平衡后Neocloud可能最先承压","subtitle":"","subtitle_show":0,"pub_time":1776370177000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770183","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":580508,"article_id":"2628489312","title":"大族激光2025营收创新高，扣非净利润大增82%，AI带动PCB业务需求｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776362157000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770170","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002008":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"PCB":1.5},"rights":null},{"id":580409,"article_id":"2627921240","title":"一位头部量化私募老板的“再创业”","subtitle":"","subtitle_show":0,"pub_time":1776354699000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770175","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161022":1.5},"rights":null},{"id":580288,"article_id":"2627146452","title":"一周两度发债！AI算力巨头CoreWeave追售10亿垃圾债，华尔街贪婪吞下“高息入场券”","subtitle":"","subtitle_show":0,"pub_time":1776351820000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770169","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.96,"CWVX":0.6},"rights":null},{"id":580277,"article_id":"2627214825","title":"共和党中期选情承压：高油价“盖过”减税红利，特朗普转向经济议题","subtitle":"","subtitle_show":0,"pub_time":1776351264000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770166","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"DBC":0.9,"DBE":0.9,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.63,"ERX":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"USE":0.9,"USL":0.9,"USOI":0.9,"VDE":0.9},"rights":null},{"id":580058,"article_id":"2627216571","title":"态度大反转！贝森特连续两天表态，支持美联储“按兵不动”，战争阴云下降息预期降温","subtitle":"","subtitle_show":0,"pub_time":1776349528000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770155","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":579930,"article_id":"2627184215","title":"散户日内交易限制正式“作废”！SEC取消2.5万美元门槛，美股迈入“全民YOLO”时代","subtitle":"","subtitle_show":0,"pub_time":1776345127000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770150","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"YOLO":1.5},"rights":null},{"id":579924,"article_id":"2627215544","title":"美联储“三把手”：货币政策“定位良好”，可应对中东战争供给冲击风险","subtitle":"","subtitle_show":0,"pub_time":1776344735000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770162","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":579865,"article_id":"2627213942","title":"铝业“黑洞”降临！摩根大通警告：25年来最大供应缺口已成定局，目标价直指4000美元","subtitle":"","subtitle_show":0,"pub_time":1776343845000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770163","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":579582,"article_id":"2627297699","title":"5月15日倒计时！鲍威尔拒不提前“交权”，特朗普威胁“原地开除”，美联储权力交替陷入法律泥潭","subtitle":"","subtitle_show":0,"pub_time":1776343422600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770149","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":579780,"article_id":"2627161218","title":"从“芯片奥林匹克”看AI芯片的未来：互连技术瓶颈浮出水面，封装创新成为下一个主战场`","subtitle":"","subtitle_show":0,"pub_time":1776342500000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770159","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMD":1.87,"MSFT":1.85,"NVDA":1.91,"TSM":1.84},"rights":null},{"id":579685,"article_id":"2627906002","title":"生猪去产能大幕拉开，可以抄底了吗？","subtitle":"","subtitle_show":0,"pub_time":1776341027000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770144","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":579497,"article_id":"2627926852","title":"这轮美股新高，散户集体踏空！大多头Tom Lee：下一波上涨将由他们主导","subtitle":"","subtitle_show":0,"pub_time":1776338881000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770147","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":579493,"article_id":"2627529292","title":"“20分钟赚200亿美元”，这个男人把见特朗普变成一门生意","subtitle":"","subtitle_show":0,"pub_time":1776337734000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770146","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BA":0.9,"BOED":0.6,"BOEG":0.6,"BOEU":0.6},"rights":null},{"id":579223,"article_id":"1167234627","title":"特朗普急了！美伊4月BigDeal可以期待？市场紧盯这两天","subtitle":"","subtitle_show":0,"pub_time":1776332400000,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":579338,"article_id":"2627299297","title":"阿里腾讯同日出牌，AI开始争夺“世界入口”","subtitle":"","subtitle_show":0,"pub_time":1776331627000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770143","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.9,"09988":1.95,"BABA":1.95,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"HTCD.SI":0.6,"KBAB":0.6,"TCEHY":1.9},"rights":null},{"id":579150,"article_id":"2627062293","title":"特朗普急了！4月美伊BigDeal，真的可以期待？","subtitle":"","subtitle_show":0,"pub_time":1776330717000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770137","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":579108,"article_id":"2627293329","title":"英特尔CEO内部信：数周内披露马斯克Terafab超级芯片厂全部细节","subtitle":"","subtitle_show":0,"pub_time":1776328931000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770141","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSLA":2},"rights":null},{"id":579114,"article_id":"2627829354","title":"驰援游戏的牌？腾讯新模型朝着3D猛攻","subtitle":"","subtitle_show":0,"pub_time":1776328152000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770138","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.97,"HTCD.SI":0.6,"TCEHY":1.97},"rights":null},{"id":578934,"article_id":"2627077267","title":"干不过AI，就去送外卖？没那么简单了","subtitle":"","subtitle_show":0,"pub_time":1776326243000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770127","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":578874,"article_id":"2627926229","title":"美国封锁第三天，两艘伊朗相关船只缓缓驶入波斯湾","subtitle":"","subtitle_show":0,"pub_time":1776325093800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770126","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2,"QMmain":2},"rights":null},{"id":578871,"article_id":"2627262264","title":"一场1800亿的银行科技暗战","subtitle":"","subtitle_show":0,"pub_time":1776323837000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770128","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161121":1.5},"rights":null},{"id":578917,"article_id":"2627264985","title":"CoreWeave vs Nebius——“AI云”新势力哪家强？","subtitle":"","subtitle_show":0,"pub_time":1776323262400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770119","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.96,"CWVX":0.6,"NBIS":1.95},"rights":null},{"id":578815,"article_id":"2627426237","title":"“反手做空，趁现在还来得及”！高盛警告美股涨过头，抛出6笔对冲交易","subtitle":"","subtitle_show":0,"pub_time":1776323178000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770123","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":578739,"article_id":"2627261550","title":"储能翻倍、商用车提速、AIDC卡位：宁德时代的第二增长曲线正在成形","subtitle":"","subtitle_show":0,"pub_time":1776320828800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770115","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"300750":1.94,"03750":1.94},"rights":null},{"id":578658,"article_id":"2627269556","title":"34年来首次，特朗普称以黎领导人将对话","subtitle":"","subtitle_show":0,"pub_time":1776318580000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770117","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":578528,"article_id":"2627265337","title":"市场依旧挺AI：谷歌数据中心建造商要发57亿美元垃圾债，创历史记录！","subtitle":"","subtitle_show":0,"pub_time":1776313308000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770088","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.91,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6,"WULF":1.85},"rights":null},{"id":578523,"article_id":"2627263055","title":"不让美光独美！SK海力士预计6-7月在美国挂牌","subtitle":"","subtitle_show":0,"pub_time":1776312341000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770111","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5,"MU":1.5,"MUD":0.6,"MULL":0.6,"MUU":0.6},"rights":null},{"id":578492,"article_id":"2627426368","title":"淡季出货超200GWh，宁德时代猛踩油门","subtitle":"","subtitle_show":0,"pub_time":1776311561000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770112","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300750":1.98,"03750":1.98,"EVS.SI":0.6},"rights":null},{"id":578487,"article_id":"2627636862","title":"美伊停火延长预期提振亚太市场，日股创历史新高，中国台湾股市市值首超英国","subtitle":"","subtitle_show":0,"pub_time":1776311511000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770109","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BBJP":1.5,"DFJ":1.5,"DXJ":1.5,"EWJ":1.5,"EWJV":1.5,"FLJP":1.5,"JPXN":1.5,"VXUS":1.5},"rights":null},{"id":578427,"article_id":"2627681162","title":"创业板指涨近3%、电池、算力走强，宁德时代一度涨5%，恒科指涨超2%","subtitle":"","subtitle_show":0,"pub_time":1776309912000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770108","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300750":1.93,"399001":1.88,"399006":1.96,"000001":1.84,"03750":1.93,"EVS.SI":0.6},"rights":null},{"id":578371,"article_id":"2627726885","title":"狂涨580%！“昔日网红”Allbirds“改卖算力”被爆炒，网友喊话耐克“是时候建数据中心”了","subtitle":"","subtitle_show":0,"pub_time":1776308844000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770098","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BIRD":1.5,"BLOK":1.5,"DTCR":1.5,"NKE":1.5},"rights":null},{"id":578218,"article_id":"2627930257","title":"“永续合约”7*24小时加杠杆，币圈资本猛炒黄金和原油“代币”","subtitle":"","subtitle_show":0,"pub_time":1776308027100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770095","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BNO":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DGP":1.5,"DIG":1.5,"DRLL":1.5,"DUG":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"CLmain":1.5,"MCLmain":1.5,"MGCmain":1.5,"QMmain":1.5,"QOmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLL":1.5,"GUSH":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"IXC":1.5,"JDST":1.5,"JNUG":1.5,"OILT":1.5,"OILU":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PXJ":1.5,"RING":1.5,"SCO":1.5,"UCO":1.5,"UGL":1.5,"USE":1.5,"USG":1.5,"USL":1.5,"USO":1.5},"rights":null},{"id":578255,"article_id":"2627625748","title":"中国1-3月份城镇固定资产投资增长1.7%，基础设施投资同比增长8.9%","subtitle":"","subtitle_show":0,"pub_time":1776305470000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770104","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":578213,"article_id":"2627576402","title":"中国3月社零同比增速1.7%","subtitle":"","subtitle_show":0,"pub_time":1776305001000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770101","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":578136,"article_id":"2627520572","title":"仓位严重不足，跟不上美股反弹，对冲基金“恐慌式追涨”","subtitle":"","subtitle_show":0,"pub_time":1776304290000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770096","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.62,"BMAY":0.6,"CTA":1,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.72,"VXMmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"NOBL":0.6,"OEX":0.6,"SFY":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPY":0.72,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SSO":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UBS":0.62,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VEU":0.6,"VOO":0.62,"VTI":0.6,"VV":0.6,"VXZ":0.6,"VYLD":0.6,"XLG":0.6,"XYLD":0.6},"rights":null},{"id":578040,"article_id":"2627542422","title":"黄仁勋亲自“定义”英伟达：将“电子”转为“Token”的转换器","subtitle":"","subtitle_show":0,"pub_time":1776302365000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770093","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":577993,"article_id":"2627547254","title":"战争对全球经济伤害“只看到了冰山一角”！全球财经高官警告市场“漠不关心”","subtitle":"","subtitle_show":0,"pub_time":1776301776300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770092","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"REET":1.5},"rights":null},{"id":577961,"article_id":"2627251401","title":"中东金主“失火”，奢侈品大牌“遭殃”，连爱马仕“顶不住”？","subtitle":"","subtitle_show":0,"pub_time":1776299994000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770089","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HESAY":1.5},"rights":null},{"id":577964,"article_id":"2627025140","title":"华尔街“四大行”财报的信号：美国消费“意外的稳”","subtitle":"","subtitle_show":0,"pub_time":1776299871000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770090","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"162415":1.5,"FAZ":1.5,"VDC":1.5,"XLP":1.5},"rights":null},{"id":577892,"article_id":"2627945259","title":"“二战模式”再现！五角大楼与美国汽车巨头洽谈“转产军火”，弥补弹药库存不足","subtitle":"","subtitle_show":0,"pub_time":1776297491000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770087","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"F":0.64,"FRDD":0.6,"FRDU":0.6,"GM":0.85},"rights":null},{"id":577889,"article_id":"2627599482","title":"美国汽油、柴油零售价格创历史新高，能源部长称“可能维持数周”","subtitle":"","subtitle_show":0,"pub_time":1776295291000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770084","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UGA":1.5},"rights":null},{"id":577765,"article_id":"2627255716","title":"2023年以来最大规模，财政部将在香港发行155亿元人民币国债","subtitle":"","subtitle_show":0,"pub_time":1776293622000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770083","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CYB":0.6,"CNHmain":1.5,"MCNHmain":1.5,"MUCmain":1.5,"TNmain":1.5,"UBmain":1.5,"UCmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5},"rights":null},{"id":577739,"article_id":"2627255754","title":"耶伦：特朗普施压降息是“香蕉共和国”行径，沃什公信力存疑","subtitle":"","subtitle_show":0,"pub_time":1776293157000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770080","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DJT":1.79},"rights":null},{"id":577729,"article_id":"2627552932","title":"特朗普：美国“很有可能”在4月下旬英国国王访美前与伊朗达成协议","subtitle":"","subtitle_show":0,"pub_time":1776292729000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770081","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":577713,"article_id":"2627255574","title":"存储现货市场观望加剧：DRAM卖家惜售，DDR4小幅下跌，NAND延续跌势","subtitle":"","subtitle_show":0,"pub_time":1776291658000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770079","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":577655,"article_id":"2627114258","title":"京东Q1财报有惊喜？华尔街：核心业务复苏叠加外卖业务减亏","subtitle":"","subtitle_show":0,"pub_time":1776285090000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770076","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89618":0.6,"09618":1.95,"JD":1.95,"KJD":0.6},"rights":null},{"id":577768,"article_id":"2627255746","title":"市场宣布胜利，前IMF首席经济学家：判断“过于天真”！","subtitle":"","subtitle_show":0,"pub_time":1776285074000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770073","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IMF":1.5},"rights":null},{"id":577434,"article_id":"2627231136","title":"华尔街大行纷纷“自曝家底”：美银披露200亿美元私募信贷敞口，巨头集体安抚市场焦虑","subtitle":"","subtitle_show":0,"pub_time":1776274248000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770066","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":577363,"article_id":"2627236455","title":"Pimco大手笔接盘Blue Owl美元债，称私募信贷“并非系统性风险”！","subtitle":"","subtitle_show":0,"pub_time":1776269126000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770061","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMB":1.5},"rights":null},{"id":577360,"article_id":"2627323645","title":"美参议院民主党领袖：对伊作战是史诗失败行动，应限制特朗普“战争权力","subtitle":"","subtitle_show":0,"pub_time":1776269112000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770028","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":577274,"article_id":"2627355562","title":"标普警告：银行对交易巨头风险敞口飙升，美国金融生态系统陷入“内生性脆弱”","subtitle":"","subtitle_show":0,"pub_time":1776265899000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770059","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159940":1.5,"161121":1.5,"ESmain":1.5},"rights":null},{"id":577172,"article_id":"2627238785","title":"华尔街评ASML财报：Q2指引“瑕不掩瑜”，先进制程+存储芯片需求动能依然强劲","subtitle":"","subtitle_show":0,"pub_time":1776262902000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770053","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.97,"ASMU":0.6},"rights":null},{"id":576870,"article_id":"2627287720","title":"意外反弹0.4%！欧元区2月工业产出意外转增，但ING警告：中东局势恐令产出重回萎缩","subtitle":"","subtitle_show":0,"pub_time":1776259383000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770052","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ING":1.5},"rights":null},{"id":576675,"article_id":"2627320282","title":"AI算力军备竞赛再度升温，华尔街量化巨头Jane Street斥资10亿入股CoreWeave","subtitle":"","subtitle_show":0,"pub_time":1776256916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770048","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CRWV":1.93,"CWVX":0.6},"rights":null},{"id":576926,"article_id":"2627284614","title":"阿斯麦电话会定调：存储客户今年产能已售罄，长单托底，非EUV增长“周期性拐点确立”","subtitle":"","subtitle_show":0,"pub_time":1776256549400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770033","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.96,"ASMU":0.6},"rights":null},{"id":576644,"article_id":"2627284217","title":"美股⼀年中最糟糕的⼀天来了！","subtitle":"","subtitle_show":0,"pub_time":1776256422000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770045","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.96,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"ESmain":0.6,"MESmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.96,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"TSPY":0.6,"UPRO":0.6,"VBK":0.6,"VEU":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":576461,"article_id":"2627289799","title":"围攻日系车，HEV赛道挤满中国玩家","subtitle":"","subtitle_show":0,"pub_time":1776253546000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770040","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":0.9},"rights":null},{"id":576437,"article_id":"2627289165","title":"中国巨石Q1净利润预增60%-80%，玻纤量价齐升推动盈利大幅反弹 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776252611000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770039","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600176":1.5},"rights":null},{"id":576414,"article_id":"2627044286","title":"单季净利达去年全年3倍，佰维存储Q1同比扭亏大赚29亿元｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776252126000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770035","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688525":1.5},"rights":null},{"id":576378,"article_id":"2627286283","title":"美伊原则上同意延长停火，特朗普：战争或许很快出“最终结果”！","subtitle":"","subtitle_show":0,"pub_time":1776251671000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770034","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":576154,"article_id":"2627876283","title":"谈判重启前美国向伊朗施压：数千士兵增派中东，特朗普保留“所有选项”！","subtitle":"","subtitle_show":0,"pub_time":1776246802000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770032","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":576028,"article_id":"2627838400","title":"AI军备竞赛，苹果的制胜之道是“不玩”？","subtitle":"","subtitle_show":0,"pub_time":1776244005000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770030","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":575882,"article_id":"2627404155","title":"伊朗将使用替代港口绕开美国封锁，有油轮已“成功闯关”霍尔木兹","subtitle":"","subtitle_show":0,"pub_time":1776242268400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770023","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":575914,"article_id":"2627404019","title":"油价高位震荡之际，富国银行喊话：能源股该获利了结了！","subtitle":"","subtitle_show":0,"pub_time":1776240980000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770022","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"WFC":1.5},"rights":null},{"id":576002,"article_id":"2627407561","title":"当漏洞修复从771天缩至不足4小时，Anthropic Mythos对所有人都敲响了警钟","subtitle":"","subtitle_show":0,"pub_time":1776240812000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770025","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"VGT":0.9},"rights":null},{"id":575802,"article_id":"2627401574","title":"英伟达新AI模型引爆量子计算股，中韩日量子概念股普涨8%-30%","subtitle":"","subtitle_show":0,"pub_time":1776238650000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770018","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688027":1.87,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANV":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.96,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6},"rights":null},{"id":575777,"article_id":"2627755409","title":"中东战争冲击下，爱马仕Q1销售增速不及预期，股价重挫逾10%","subtitle":"","subtitle_show":0,"pub_time":1776238423000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770017","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"HESAY":1.5},"rights":null},{"id":575780,"article_id":"2627409759","title":"耐克的“三大关键问题”：产品结构、高端心智和毛利率","subtitle":"","subtitle_show":0,"pub_time":1776237266000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769999","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NKE":1.5},"rights":null},{"id":575717,"article_id":"2627539406","title":"花旗谈中国AI应用：“高渗透、浅使用”，关键拐点正在逼近！","subtitle":"","subtitle_show":0,"pub_time":1776236272000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770014","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIQ":1.5},"rights":null},{"id":575713,"article_id":"2627406587","title":"创新药大爆发，定价机制顶层设计变革，谁会是最大赢家？","subtitle":"","subtitle_show":0,"pub_time":1776236270000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770013","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159992":1.5,"06978":1.5},"rights":null},{"id":575608,"article_id":"2627408923","title":"特朗普：没必要延长停火，接下来两天很精彩","subtitle":"","subtitle_show":0,"pub_time":1776236234000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770009","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2,"ESmain":2,"NQmain":2,"YMmain":2},"rights":null},{"id":575681,"article_id":"2627405131","title":"化肥危机失控？高盛承认低估：氮肥遭最猛冲击，尿素价格暴涨70%","subtitle":"","subtitle_show":0,"pub_time":1776234875000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770011","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00297":2,"01866":2},"rights":null},{"id":575673,"article_id":"2627056084","title":"16天极限！一旦美军封锁落地，伊朗石油生产或被迫停摆","subtitle":"","subtitle_show":0,"pub_time":1776233355000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3770010","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":575476,"article_id":"2627301477","title":"市场没有忽略战争，它只是决定不再押最坏情况","subtitle":"","subtitle_show":0,"pub_time":1776231847300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769996","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6,"UDN":0.9,"UUP":0.9},"rights":null},{"id":575593,"article_id":"2627408677","title":"美伊重启谈判预期高企，全球股市连涨九日，美股夜盘存储股集体下跌，阿斯麦一度跌超2%","subtitle":"","subtitle_show":0,"pub_time":1776231081000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770007","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.96,"ASMU":0.6,"MU":1.9,"TSM":1.88},"rights":null},{"id":575544,"article_id":"2627847072","title":"阿斯麦Q1营收、净利超预期，上调全年销售指引，但Q2展望略逊于预期","subtitle":"","subtitle_show":0,"pub_time":1776229325000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3770004","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.98,"ASMU":0.6},"rights":null},{"id":575430,"article_id":"2627474913","title":"安踏一季度各品牌销售强劲，盈利有韧性，管理层依旧谨慎","subtitle":"","subtitle_show":0,"pub_time":1776223770800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769997","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"82020":0.6,"02020":1.5,"ANPDY":0.6},"rights":null},{"id":575393,"article_id":"2627942474","title":"配比从1:8变1:1，被低估的CPU正成为AI新瓶颈","subtitle":"","subtitle_show":0,"pub_time":1776222867100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769993","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":575390,"article_id":"2627928474","title":"铝的全球库存只有：9天！","subtitle":"","subtitle_show":0,"pub_time":1776222021000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769995","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBB":1.5,"PICK":1.5,"XME":1.5},"rights":null},{"id":575396,"article_id":"2627947499","title":"特朗普：对伊朗战事“接近结束” 伊方“迫切”想达成协议","subtitle":"","subtitle_show":0,"pub_time":1776222017000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769998","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":575360,"article_id":"2627577471","title":"软件业“新杀手”？Anthropic最快本周推出“AI设计工具”，Figma和Adobe应声重挫","subtitle":"","subtitle_show":0,"pub_time":1776221569900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769994","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ADBE":1.93,"ADBG":0.6,"FIG":1.94,"FIGG":0.6,"GDDY":1.85,"WIX":1.86},"rights":null},{"id":575383,"article_id":"2627474997","title":"需求爆炸，算力吃紧！Claude变更企业版定价，按算力消耗计费","subtitle":"","subtitle_show":0,"pub_time":1776220595000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769992","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":0.73,"UUP":0.73},"rights":null},{"id":575165,"article_id":"2627476436","title":"美国软件股“见底”了吗？高盛：这只是“技术性反弹”","subtitle":"","subtitle_show":0,"pub_time":1776216208000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769989","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IGV":1.5},"rights":null},{"id":575124,"article_id":"2627475257","title":"微软可以“抄底”了吗？","subtitle":"","subtitle_show":0,"pub_time":1776214955000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769986","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.97,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":575097,"article_id":"2627475678","title":"“市场已经宣布胜利！”标普反弹10%、纳指十连涨：美股“不再关心”霍尔木兹，投资者已“恐慌式买入”","subtitle":"","subtitle_show":0,"pub_time":1776214185000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769987","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159659":1.5,".IXIC":1.5,"03086":1.5,"FTEC":0.6,"ESmain":1.5,"MNQmain":0.6,"NQmain":1.5,"GPIQ":0.6,"IYW":0.6,"JEPQ":0.6,"NDX":0.6,"NVIW.SI":0.6,"ONEQ":0.6,"PSQ":0.6,"QDTE":0.6,"QID":0.6,"QLD":0.6,"QQQ":1.5,"QQQA":0.6,"QQQE":0.6,"QQQI":1.5,"QQQJ":0.6,"QQQM":0.6,"QQQY":0.6,"QYLG":0.6,"SQQQ":1.5,"TECL":0.6,"TQQQ":1.5,"TQQY":0.6},"rights":null},{"id":575060,"article_id":"2627478051","title":"实施封锁后，美军称“无船只突破”，英海事分析公司：有7艘驶过霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1776211949000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769981","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":575051,"article_id":"2627478420","title":"定了，沃什即将登场，与伊朗谈判到期日同日，巧合还是宿命？","subtitle":"","subtitle_show":0,"pub_time":1776211409000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769984","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GLD":1.87,"XAUUSD.FOREX":1.87},"rights":null},{"id":574892,"article_id":"2627275444","title":"谷歌推进芯片供应商多元化，与Marvell展开TPU定制与推理芯片开发谈判","subtitle":"","subtitle_show":0,"pub_time":1776204460000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769971","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.95,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MRVL":1.93,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":574761,"article_id":"2627182424","title":"汽车电子业务大增！立讯精密2025年营收、利润均增长约24%，双创历史新高","subtitle":"","subtitle_show":0,"pub_time":1776197779000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769969","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"91221":1.5,"002475":1.5},"rights":null},{"id":574668,"article_id":"2627429346","title":"拉加德：欧元区经济已跌破ECB基准情景，暂不倾向加息","subtitle":"","subtitle_show":0,"pub_time":1776194406000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769965","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":574671,"article_id":"2627293414","title":"到期不延？美国被爆将让伊朗海上石油制裁豁免本周终止","subtitle":"","subtitle_show":0,"pub_time":1776194396000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769966","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":574485,"article_id":"2627844076","title":"中科曙光2025年扣非净利润增34%，拟发80亿可转债加码AI算力｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776181352000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769952","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603019":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":574460,"article_id":"2627440757","title":"量化私募开启“阶层重塑”","subtitle":"","subtitle_show":0,"pub_time":1776181321000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769959","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":574868,"article_id":"2627422075","title":"特朗普称与伊朗会谈“可能未来两天内”在巴基斯坦举行","subtitle":"","subtitle_show":0,"pub_time":1776181077000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769962","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":574394,"article_id":"2627470664","title":"年内再跌15%！标普500纺织服装指数徘徊于疫情低点，高盛警告：高油价与美伊战事将成消费“杀手”","subtitle":"","subtitle_show":0,"pub_time":1776177981000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769954","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.87,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"GS":1.92,"GSLC":0.6,"GSX":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NKE":1.89,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.87,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":574032,"article_id":"2627448934","title":"IMF下调2026全球增长预期至3.1%：警告美伊战争若升级，世界经济或陷入衰退","subtitle":"","subtitle_show":0,"pub_time":1776173879000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769951","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IMF":1.5},"rights":null},{"id":574038,"article_id":"2627444873","title":"哈佛教授警告：美伊战争或让纳税人背负1万亿美元“沉重账单”","subtitle":"","subtitle_show":0,"pub_time":1776173826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769950","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":573930,"article_id":"2627544441","title":"霍尔木兹封锁进入第七周，高盛：这次不是2022年通胀重演，年内仍有两次降息空间","subtitle":"","subtitle_show":0,"pub_time":1776172124000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769949","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":573888,"article_id":"2627491544","title":"群联CEO：NAND缺货或持续10年，未来不是“得Token得天下”，而是“得存储得天下”！","subtitle":"","subtitle_show":0,"pub_time":1776171228000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769946","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":573882,"article_id":"2627967449","title":"“杭州六小龙”第一股！群核科技获千倍超额认购，拟4月17日港交所上市","subtitle":"","subtitle_show":0,"pub_time":1776171018000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769944","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00068":2},"rights":null},{"id":573859,"article_id":"2627449559","title":"通胀全面低于预期！美国3月PPI同比上涨4%，创三年最高纪录，环比涨幅收窄至0.5%","subtitle":"","subtitle_show":0,"pub_time":1776170113000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769945","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PPI":1.5},"rights":null},{"id":573641,"article_id":"2627443963","title":"美银基金经理调查：降息预期被挤出，现在市场最怕什么雷？","subtitle":"","subtitle_show":0,"pub_time":1776166891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769940","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":573506,"article_id":"2627619417","title":"花旗转向看多美股：科技股主导盈利增长，回调后估值吸引力提升","subtitle":"","subtitle_show":0,"pub_time":1776165225000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769934","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2},"rights":null},{"id":573130,"article_id":"2627419625","title":"关于美军封锁霍尔木兹，这是市场关注的六大问题","subtitle":"","subtitle_show":0,"pub_time":1776157879000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769927","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BZmain":2,"CLmain":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":573171,"article_id":"2627411856","title":"为了“专注做CPO”，这家供应商拒绝了苹果的加单要求","subtitle":"","subtitle_show":0,"pub_time":1776157802000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769926","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.9,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":1.85,"TSLA":0.6},"rights":null},{"id":573168,"article_id":"2627118904","title":"面对高油价，法国计划斥资100亿欧元，加速转向绿电","subtitle":"","subtitle_show":0,"pub_time":1776157756000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769923","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EUO":0.6,"EURmain":1.5,"MEURmain":1.5,"FXE":1.5},"rights":null},{"id":573163,"article_id":"2627411854","title":"中期选举临近，打败共和党的，会是一张电费单吗？","subtitle":"","subtitle_show":0,"pub_time":1776157633000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769928","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":573120,"article_id":"1175387415","title":"美伊本周或开启新一轮谈判，关键日期指向4月16日","subtitle":"","subtitle_show":0,"pub_time":1776156887800,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":573057,"article_id":"2627241579","title":"去年放缓数据中心建设，微软后悔了，现在开始奋起直追","subtitle":"","subtitle_show":0,"pub_time":1776154617000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769896","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.98,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":572956,"article_id":"2627413652","title":"OpenAI八千亿估值遭质疑：手握10亿用户却转身To B，反被对手逼到墙角？","subtitle":"","subtitle_show":0,"pub_time":1776152931200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769915","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":2},"rights":null},{"id":572959,"article_id":"2627413668","title":"WTI罕见反超布伦特，释放什么信号？","subtitle":"","subtitle_show":0,"pub_time":1776151969000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769913","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MCLmain":1.5,"WTI":1.5},"rights":null},{"id":572935,"article_id":"2627416418","title":"中国3月天然气进口量降至逾三年低位，电动汽车Q1出口暴增77%，锂电池出口增长50%","subtitle":"","subtitle_show":0,"pub_time":1776151378000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769917","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BOIL":1.5,"DBC":1.5,"DBE":1.5,"DGAZ":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FCG":1.5,"MNGmain":1.5,"NGmain":1.5,"QGmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KOLD":1.5,"LIT":1.5,"PXJ":1.5,"UGAZ":0.6,"UNG":0.6,"USE":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":572914,"article_id":"2627418912","title":"报道：美伊代表团本周晚些时候将在巴基斯坦谈判","subtitle":"","subtitle_show":0,"pub_time":1776150415000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769921","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":572819,"article_id":"2627497308","title":"空头回补+CTA扫货，美股隔夜反攻的逻辑：美伊冲突至少短期不会升级？","subtitle":"","subtitle_show":0,"pub_time":1776150370900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769907","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1.5},"rights":null},{"id":573052,"article_id":"2627941573","title":"用AI研发减肥药！诺和诺德与OpenAI达成合作，加速追赶礼来","subtitle":"","subtitle_show":0,"pub_time":1776150054000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769920","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.88,"LLYX":0.6,"LLYZ":0.6,"NVO":1.97,"NVOH":0.6,"NVOX":0.6},"rights":null},{"id":572844,"article_id":"2627490349","title":"瑞银：如果“霍尔木兹长久中断”，美国二季度通胀将飙至5%","subtitle":"","subtitle_show":0,"pub_time":1776149230000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769910","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"BNO":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.7,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"ERX":0.9,"ESmain":0.6,"MESmain":0.6,"GUSH":0.9,"IEO":0.9,"IVV":0.6,"IXC":0.9,"OEF":0.6,"OEX":0.6,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.7,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UBS":0.8,"UDN":0.6,"UGA":0.7,"UPRO":0.6,"US10Y.BOND":0.6,"US12M.BOND":0.6,"US2Y.BOND":0.6,"US30Y.BOND":0.6,"US3Y.BOND":0.6,"US5Y.BOND":0.6,"US6M.BOND":0.6,"US7Y.BOND":0.6,"USE":0.9,"USL":0.9,"USOI":0.9,"UUP":0.6,"VDE":0.9,"VOO":0.6,"XOP":0.9,"YSPY":0.6},"rights":null},{"id":572798,"article_id":"2627896497","title":"巴基斯坦：美伊同意继续谈判，呼吁停火延长45天！美媒：沙特施压美方放弃封锁霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1776147340000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769911","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":572762,"article_id":"2627928844","title":"宁德时代们上涨的核心动力——能源安全","subtitle":"","subtitle_show":0,"pub_time":1776146256000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769904","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"300750":1.87,"03750":1.87},"rights":null},{"id":572597,"article_id":"2627256496","title":"库存即将耗尽！摩根大通警告：石油冲击将全面爆发","subtitle":"","subtitle_show":0,"pub_time":1776137695000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769902","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"JPMO":0.6,"JPO":0.6,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":572382,"article_id":"2627858493","title":"万斯：球到了“伊朗一方”，伊朗总统：愿意继续谈判","subtitle":"","subtitle_show":0,"pub_time":1776132448000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769898","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":572377,"article_id":"2627938844","title":"伊朗谈判现曙光，亚太股市集体大涨，韩股涨超3%，油价下挫","subtitle":"","subtitle_show":0,"pub_time":1776132238000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769897","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"EWY":1.5,"FLKR":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"KORU":1.5,"MKOR":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VXUS":1.5},"rights":null},{"id":572346,"article_id":"2627498450","title":"AH股早盘齐涨：创业板涨1%，存储芯片爆发，恒科指涨1%，科网股反弹，人民币升破6.82关口","subtitle":"","subtitle_show":0,"pub_time":1776131703000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769899","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":1.91,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001":1.9,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"CYB":0.6,"HSI":1.89,"HSTECH":1.89,"WDC":1.88},"rights":null},{"id":571836,"article_id":"2627469191","title":"美联储超预期缩减RMP，月度购债规模砍掉近四成至250亿美元","subtitle":"","subtitle_show":0,"pub_time":1776128871600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769880","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"RMP":1.5,"SCHO":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":572072,"article_id":"2627462557","title":"所有人都在谈论石油，但世界真正短缺的或许是Token","subtitle":"","subtitle_show":0,"pub_time":1776127549200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769886","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":572138,"article_id":"2627746245","title":"全球数字广告老大或将\"易主\"：Meta有望首次超越谷歌","subtitle":"","subtitle_show":0,"pub_time":1776126505000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769891","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"META":2},"rights":null},{"id":572141,"article_id":"2627464201","title":"9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持","subtitle":"","subtitle_show":0,"pub_time":1776124758000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769888","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"04335":2,"INTC":2},"rights":null},{"id":571910,"article_id":"1123146655","title":"伊朗要求巴林、沙特阿拉伯等五个中东国家赔偿战争损失","subtitle":"","subtitle_show":0,"pub_time":1776121932617,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":571823,"article_id":"2627691934","title":"IEA、IMF与世界银行联合预警：中东战争重创全球能源与经济，低收入国家首当其冲","subtitle":"","subtitle_show":0,"pub_time":1776118011000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769879","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"IEA":1.5,"IMF":1.5},"rights":null},{"id":571748,"article_id":"2627661484","title":"美国成屋销售跌至九个月低点，白宫称独栋住房缺口至少1000万套","subtitle":"","subtitle_show":0,"pub_time":1776115189000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769875","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9},"rights":null},{"id":571518,"article_id":"2627457164","title":"地平线准备发起一场奇袭","subtitle":"","subtitle_show":0,"pub_time":1776100202000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769856","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"09660":1.94,"AAPL":0.6,"AMZN":0.6,"CHPY":0.81,"CRSH":0.6,"GOOG":0.6,"MAGY":0.63,"META":0.6,"MSFT":0.6,"NVDA":0.6,"PSI":0.81,"QCMD":0.6,"QCML":0.6,"QCMU":0.6,"SMH":0.81,"SMHX":0.81,"SOXL":0.81,"SOXQ":0.81,"SOXS":0.81,"SOXX":0.81,"SOXY":0.81,"SSG":0.81,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.63,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"USD":0.81,"VGT":0.65,"XSD":0.81,"YMAG":0.63},"rights":null},{"id":571488,"article_id":"2627034452","title":"中东战事冲击奢侈品消费，LVMH一季度时装与皮草销售超预期下滑2%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776098614000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769870","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":571430,"article_id":"2627023454","title":"大众汽车Q1全球交付量下滑4%，西欧市场逆势上涨","subtitle":"","subtitle_show":0,"pub_time":1776096079000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769866","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"VLKAY":1.5},"rights":null},{"id":571433,"article_id":"2627454042","title":"量化私募“混同”迷局：人、财、场的模糊边界","subtitle":"","subtitle_show":0,"pub_time":1776096040000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769868","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":571421,"article_id":"2627547964","title":"欧洲最大养老金投资者APG拟提高私募市场的配置比例","subtitle":"","subtitle_show":0,"pub_time":1776095806000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769867","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"APG":1.5},"rights":null},{"id":571424,"article_id":"2627791454","title":"受美伊局势波及，印度3月CPI同比升至3.40%，能源成本压力初显","subtitle":"","subtitle_show":0,"pub_time":1776095778000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769862","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"MNDmain":1.5},"rights":null},{"id":571390,"article_id":"2627454192","title":"阿斯麦财报前瞻：三星晶圆厂订单动向将是最大催化剂！","subtitle":"","subtitle_show":0,"pub_time":1776094891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769861","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03165":0.6,"ASMG":0.6,"ASMH":0.6,"ASML":1.95,"ASMU":0.6},"rights":null},{"id":571060,"article_id":"2627445627","title":"一场低调的铝争夺战正在展开","subtitle":"","subtitle_show":0,"pub_time":1776088348000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769855","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBB":1.5,"PICK":1.5,"XME":1.5},"rights":null},{"id":571022,"article_id":"2627456192","title":"谈判尚未完全关闭？报道：巴基斯坦、土耳其、埃及三国正力促美伊重启谈判","subtitle":"","subtitle_show":0,"pub_time":1776088027000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769854","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":570902,"article_id":"2627455676","title":"美国最大电网PJM发布“紧急提案”：拟增15吉瓦电力，以应对AI数据中心浪潮","subtitle":"","subtitle_show":0,"pub_time":1776085724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769851","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159146":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"BLOK":1.5,"CHAT":1.5,"DTCR":1.5},"rights":null},{"id":570804,"article_id":"2627539894","title":"沪电股份预计Q1净利润同增55%-65%，AI服务器驱动PCB需求爆发 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776084105000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769848","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002463":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"PCB":1.5},"rights":null},{"id":570780,"article_id":"2627010458","title":"瑞银上调博通27年TPU出货量至700万颗：AI算力需求正在验证千亿营收故事","subtitle":"","subtitle_show":0,"pub_time":1776083438000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769846","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.97,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6},"rights":null},{"id":570920,"article_id":"2627458212","title":"史上最大单月跌幅！OPEC 3月产量骤降788万桶/日，降幅超越新冠极值","subtitle":"","subtitle_show":0,"pub_time":1776083124000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769847","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":570627,"article_id":"2627430350","title":"伊朗：将落实“控制霍尔木兹海峡永久机制”，美国并非真心谈判","subtitle":"","subtitle_show":0,"pub_time":1776080636000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769842","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":570536,"article_id":"2627437509","title":"“最坏时刻已过？”高盛交易员：市场进入新阶段，尾部风险正在消失","subtitle":"","subtitle_show":0,"pub_time":1776079514000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769835","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":570494,"article_id":"2627226432","title":"投资收益驱动，金山办公Q1归母净利润同比预增402%到473%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776078601000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769836","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688111":1.5,"KC":1.5},"rights":null},{"id":570487,"article_id":"2627289432","title":"广汽补齐技术拼图，自主品牌集体赶考","subtitle":"","subtitle_show":0,"pub_time":1776078057000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769837","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02238":1.5},"rights":null},{"id":570428,"article_id":"2627205434","title":"“救火”阿迪，联手京东：海澜之家正变成下沉市场的“包工头”？","subtitle":"","subtitle_show":0,"pub_time":1776074438000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769834","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89618":0.6,"600398":1.98,"KJD":0.6},"rights":null},{"id":570182,"article_id":"2627436423","title":"“末日博士”鲁比尼：封锁霍尔木兹是“胆小鬼游戏”，伊朗将最终胜出","subtitle":"","subtitle_show":0,"pub_time":1776072313000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769831","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":570039,"article_id":"2627433811","title":"存储新纪元？HBF商业化冲刺：闪迪拟下半年建试点线，明年量产","subtitle":"","subtitle_show":0,"pub_time":1776072242200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769825","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SNDX":1.94,"SNXX":0.6},"rights":null},{"id":570096,"article_id":"2627433055","title":"北方稀土2025年净利润同比增长124%，Q1净利预增109%至118% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1776069712000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769827","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600111":1.5},"rights":null},{"id":569964,"article_id":"2627381394","title":"霍尔木兹再封锁，股市反应意外克制，投资者在定价什么？","subtitle":"","subtitle_show":0,"pub_time":1776069222000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769821","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":570060,"article_id":"2627928433","title":"荣耀“接洽”豆包手机始末","subtitle":"","subtitle_show":0,"pub_time":1776069076000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769828","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":569960,"article_id":"2627438323","title":"油价飙升，为何美银仍预期美联储今年降息两次？","subtitle":"","subtitle_show":0,"pub_time":1776067090000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769814","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BND":1.5,"BNO":1.5,"BOND":1.5,"BSV":1.5,"BWET":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRLL":1.5,"DUG":1.5,"EDV":1.5,"ERX":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"IEO":1.5,"IXC":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"NGHT":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SPY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UGA":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VGIT":1.5,"VGLT":1.5,"VOO":1.5},"rights":null},{"id":569884,"article_id":"2627476487","title":"油价飙升下的安全感：中国新能源！","subtitle":"","subtitle_show":0,"pub_time":1776064402000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769810","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600617":1.5,"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":569828,"article_id":"2627482446","title":"瑞士银行UBP抄底黄金，年底目标仍看6000美元","subtitle":"","subtitle_show":0,"pub_time":1776063496000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769812","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"XME":1.5},"rights":null},{"id":569880,"article_id":"2627487927","title":"外包大模型、死守Siri，苹果走上一条“最不AI”的路！","subtitle":"","subtitle_show":0,"pub_time":1776063153000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769813","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.97,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":569804,"article_id":"2627482355","title":"理想很丰满，现实很骨感！美国2026年近半数据中心项目面临取消或延期","subtitle":"","subtitle_show":0,"pub_time":1776062732300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769806","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BLOK":1.5,"DTCR":1.5},"rights":null},{"id":569822,"article_id":"2627482970","title":"私募信贷危机全面爆发：从赎回潮到CDS做空工具，美联储与财政部已开始介入","subtitle":"","subtitle_show":0,"pub_time":1776062689000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769805","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":569768,"article_id":"2627248438","title":"连封锁霍尔木兹这招都用上了，特朗普在伊朗问题上已无路可走？","subtitle":"","subtitle_show":0,"pub_time":1776060491000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769807","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":569608,"article_id":"2627485063","title":"美股Q1财报前瞻：标普500 EPS增速有望创四年新高，仅这两家公司就能贡献50%增长","subtitle":"","subtitle_show":0,"pub_time":1776053027700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769800","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1.95,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"MU":1.9,"NOBL":0.6,"NVDA":1.91,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.95,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":569593,"article_id":"2627485733","title":"大摩Wilson：市场调整接近尾声，但最后阶段仍有阵痛","subtitle":"","subtitle_show":0,"pub_time":1776052440500,"source_id":"lsy1762389672944","language":"zh","url":"https://wallstreetcn.com/articles/3769797","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2},"rights":null},{"id":569603,"article_id":"2627485057","title":"先扔炸弹后枪击！“AI标志”Altman这么“招人恨”了吗","subtitle":"","subtitle_show":0,"pub_time":1776052283000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769801","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":569483,"article_id":"2627281483","title":"特朗普考虑恢复对伊朗有限军事打击，“不在乎伊朗是否重返谈判桌”","subtitle":"","subtitle_show":0,"pub_time":1776049907700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769795","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":569344,"article_id":"2627448832","title":"Claude Code缔造者：一个自学成才的程序员如何重塑AI编程赛道","subtitle":"","subtitle_show":0,"pub_time":1776046017000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769791","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":569339,"article_id":"2627488826","title":"A股震荡上涨，创业板率先翻红，锂矿拉升、“宁王”市值逼近2万亿，恒科指跌1%，阿里、腾讯跌2%","subtitle":"","subtitle_show":0,"pub_time":1776045373000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769792","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"300750":1.91,"399001":0.6,"399006":1.86,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001":1.87,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"00700":1.89,"03750":1.91,"09988":1.88,"BABA":1.88,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"HSI":1.9,"HSTECH":1.9,"HTCD.SI":0.6,"KBAB":0.6,"TCEHY":1.89},"rights":null},{"id":569238,"article_id":"2627100924","title":"“Tokenmaxxing”--“Token最大化主义”席卷硅谷","subtitle":"","subtitle_show":0,"pub_time":1776044458000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769789","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AIYY":0.6,"AMZD":0.6,"AMZN":1.84,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AXON":1.83,"AZYY":0.6,"GOOG":0.6,"META":1.92,"MSFT":0.6,"NVDA":1.85,"TSLA":0.6,"USAW.SI":0.6,"VGT":0.88},"rights":null},{"id":569233,"article_id":"2627100973","title":"私募圈奇案：一场逆向的劳动争议“索赔”","subtitle":"","subtitle_show":0,"pub_time":1776044240000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769790","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":569172,"article_id":"2627846107","title":"美股迎来“最终决战”，霍尔木兹走向定输赢：莽进者从未获胜，耐心者笑到最后","subtitle":"","subtitle_show":0,"pub_time":1776042662300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769786","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":0.81},"rights":null},{"id":569122,"article_id":"2627102293","title":"苹果“AI眼镜”追求“标志性设计”：长方形或圆形镜框，“垂直椭圆形”摄像头 只写标题部分","subtitle":"","subtitle_show":0,"pub_time":1776041379000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769788","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.97,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":569076,"article_id":"2627510252","title":"贝森特告知特朗普：如果战争持续8-12周，美国面临油价上涨风险，亚欧将受影响最大","subtitle":"","subtitle_show":0,"pub_time":1776041172200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769785","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2},"rights":null},{"id":568988,"article_id":"2627104908","title":"“亲欧盟”蒂萨党在匈牙利国会选举中获胜，终结欧尔班连续16年执政","subtitle":"","subtitle_show":0,"pub_time":1776037799000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769782","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FESXmain":1.5,"FSXEmain":1.5},"rights":null},{"id":568985,"article_id":"2627938104","title":"美军称“自4月13日起封锁伊朗港口海上交通”，报道称英国不参与，伊朗称“荒唐可笑”","subtitle":"","subtitle_show":0,"pub_time":1776037605000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769783","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568774,"article_id":"2626498177","title":"美银Hartnett：2020年代前五年的大赢家是股票，未来五年将是大宗商品","subtitle":"","subtitle_show":0,"pub_time":1776035609500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769758","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GCmain":1.5},"rights":null},{"id":568803,"article_id":"2626108300","title":"伊斯坦布尔谈崩，特朗普选择“封锁”，油价周一“重定价”","subtitle":"","subtitle_show":0,"pub_time":1776003958000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769777","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":568797,"article_id":"2626247170","title":"特朗普称美军将封锁任何试图进出霍尔木兹海峡的船只","subtitle":"","subtitle_show":0,"pub_time":1776001728000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769776","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568769,"article_id":"2626778101","title":"美股重回“战前主题”，高盛：引人注目的是“金矿股”没跟上","subtitle":"","subtitle_show":0,"pub_time":1775991925000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769771","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAAU":1.5,"BAR":1.5,"BTGD":1.5,"CEF":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SGOL":1.5,"USG":1.5},"rights":null},{"id":568755,"article_id":"2626172959","title":"美伊未达成协议，这对市场意味着什么？","subtitle":"","subtitle_show":0,"pub_time":1775987389000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769769","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2},"rights":null},{"id":568748,"article_id":"2626417417","title":"美伊谈判破裂的三大症结：霍尔木兹、浓缩铀和百亿冻结资金","subtitle":"","subtitle_show":0,"pub_time":1775984016000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769767","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568744,"article_id":"2626174816","title":"逃离中东战火，海湾富豪和资本涌入瑞士小镇楚格","subtitle":"","subtitle_show":0,"pub_time":1775980752000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769766","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568735,"article_id":"2626908171","title":"美伊谈判破裂，两艘超级油轮在霍尔木兹海峡掉头","subtitle":"","subtitle_show":0,"pub_time":1775978260000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769763","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BWET":1.5},"rights":null},{"id":568729,"article_id":"2626171873","title":"特朗普威胁：如果伊朗拒绝妥协，将控制霍尔木兹海峡打击伊朗经济","subtitle":"","subtitle_show":0,"pub_time":1775976349000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769762","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568722,"article_id":"2626179912","title":"当市场聚焦美伊谈判，一场石油争夺战正上演，“未来几周原油缺口将十分巨大”","subtitle":"","subtitle_show":0,"pub_time":1775972751000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769759","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":568719,"article_id":"2626117936","title":"“原油贸易巨头”维多在伊朗战争遭重创，华裔明星衍生品交易员重仓巨亏","subtitle":"","subtitle_show":0,"pub_time":1775971098000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769756","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":568694,"article_id":"2626176370","title":"内塔尼亚胡：同意与黎巴嫩和谈，前提是解除真主党武装，对伊朗的军事行动尚未结束","subtitle":"","subtitle_show":0,"pub_time":1775965551000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769755","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568688,"article_id":"2626378176","title":"美伊谈判无果而终，霍尔木兹成最大症结之一，美军高调“清雷”遭伊朗击沉警告","subtitle":"","subtitle_show":0,"pub_time":1775965390000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769752","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568698,"article_id":"2626176377","title":"下周重磅日程：中国一季度GDP，美伊谈判后续，台积电、宁德时代、贵州茅台财报","subtitle":"","subtitle_show":0,"pub_time":1775962534000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769649","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300750":1.89,"600519":1.89,"03145":0.6,"03750":1.89,"EVS.SI":0.6,"STSM":0.6,"TSM":1.91,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":568650,"article_id":"2626175313","title":"美伊谈判“无果而终”，伊朗称“美方的贪婪和野心”，万斯“将在未达成协议的情况下返回美国”","subtitle":"","subtitle_show":0,"pub_time":1775959187000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769753","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568637,"article_id":"2626737511","title":"伊美14小时谈判“无果”但12日继续，伊朗拒绝美方“共管霍尔木兹海峡”，特朗普称“不在意是否达成协议”","subtitle":"","subtitle_show":0,"pub_time":1775957591000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769751","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568497,"article_id":"2626126557","title":"顶尖大模型“能力突变”，算力需求“系统性超越供给”--大摩：“市场乐观的程度可能还不够”","subtitle":"","subtitle_show":0,"pub_time":1775909642000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769750","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"BLOK":0.9,"CHAT":0.9,"DTCR":0.9,"VGT":0.9},"rights":null},{"id":568464,"article_id":"2626233721","title":"在增长与油价双重压力下，外资创纪录流出印度股市","subtitle":"","subtitle_show":0,"pub_time":1775898417000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769746","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"EEMA":1.5,"EMXC":1.5,"EPI":1.5,"ERX":1.5,"FLIN":1.5,"GLIN":1.5,"GUSH":1.5,"IEO":1.5,"IMVP":1.5,"INCO":1.5,"IND":1.5,"INDA":1.5,"INDE":1.5,"INDL":1.5,"INDY":1.5,"INQQ":1.5,"IXC":1.5,"NDIA":1.5,"NFTY":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PIN":1.5,"PXJ":1.5,"SCIN":1.5,"SMIN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":568434,"article_id":"2626556142","title":"从华尔街到硅谷，Anthropic 抢走了OpenAI“所有的风头”","subtitle":"","subtitle_show":0,"pub_time":1775879159000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769740","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":568390,"article_id":"2626714116","title":"“停火”后股市大涨，但华尔街的预期已变了","subtitle":"","subtitle_show":0,"pub_time":1775878574000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769733","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":568431,"article_id":"2626144768","title":"AI恐慌的“象征性事件”：Altman家里差点被炸了","subtitle":"","subtitle_show":0,"pub_time":1775877215000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769738","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":568427,"article_id":"2626514428","title":"美国通胀压力才刚开始？“油价冲击”只是眼前，中国PPI已经转正","subtitle":"","subtitle_show":0,"pub_time":1775875898000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769739","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PPI":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":568398,"article_id":"2626141712","title":"对话智元酷拓COO：现在做四足机器人根本没有竞争","subtitle":"","subtitle_show":0,"pub_time":1775872739000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769737","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"COO":1.5,"ROBO":1.5},"rights":null},{"id":568377,"article_id":"1169181107","title":"谈判前夜美伊“剑拔弩张”：伊朗提“新条件”，特朗普威胁“加大打击”","subtitle":"","subtitle_show":0,"pub_time":1775870157000,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2},"rights":null},{"id":568367,"article_id":"2626614947","title":"Anthropic发布网络安全建议，承诺随项目推进持续更新指引","subtitle":"","subtitle_show":0,"pub_time":1775867609000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769731","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BUG":1.5,"CIBR":1.5,"IHAK":1.5},"rights":null},{"id":568312,"article_id":"2626145058","title":"“大空头”Burry增持英伟达看跌期权，买入京东、阿里巴巴","subtitle":"","subtitle_show":0,"pub_time":1775862133000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769726","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BABA":2,"JD":2,"NVDA":2},"rights":null},{"id":568309,"article_id":"2626145033","title":"美国之后，加拿大央行与主要金融机构讨论Anthropic最新模型的安全风险","subtitle":"","subtitle_show":0,"pub_time":1775860614000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769727","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FISI":1.5},"rights":null},{"id":568322,"article_id":"2626468731","title":"巴称美伊谈判11日举行，特朗普准备没谈妥更大力打击、称24小时内会谈结果明朗，伊朗提黎停火和新条件","subtitle":"","subtitle_show":0,"pub_time":1775860055000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769722","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568297,"article_id":"2626455871","title":"AI网络风险引发警觉，白宫敦促华尔街紧急测试Anthropic模型，哈塞特高呼紧迫","subtitle":"","subtitle_show":0,"pub_time":1775858161000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769725","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"FAZ":1.5},"rights":null},{"id":568272,"article_id":"2626436471","title":"黎巴嫩：黎以同意14日在美讨论停火，双方已有首次直接解除","subtitle":"","subtitle_show":0,"pub_time":1775855347000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769724","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568141,"article_id":"2626112100","title":"24小时仅4艘通行！霍尔木兹继续“限流”，白宫官员称已有开通海峡“备用方案”","subtitle":"","subtitle_show":0,"pub_time":1775845000000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769723","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":568120,"article_id":"2626114277","title":"高盛：中东能源冲击的三大启示——结构性看涨光伏、煤炭需求再强化、发展中国家承压","subtitle":"","subtitle_show":0,"pub_time":1775841436000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769710","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"161032":1.5,"EEM":1.5},"rights":null},{"id":568082,"article_id":"2626111775","title":"报道：欧盟和美国接近达成一项关键矿产协议","subtitle":"","subtitle_show":0,"pub_time":1775838749000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769719","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FESXmain":1.5,"FSXEmain":1.5,"XME":1.5},"rights":null},{"id":568065,"article_id":"2626111680","title":"新美联储通讯社：3月核心CPI略低于预期，但能源冲击仍在前方","subtitle":"","subtitle_show":0,"pub_time":1775837224000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769709","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"AGG":1.5,"BIL":1.5,"BND":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":568060,"article_id":"2626111333","title":"大摩：苹果悄然囤积台积电产能，或为自研AI服务器芯片","subtitle":"","subtitle_show":0,"pub_time":1775836849000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769718","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"AAPB":0.6,"AAPD":0.6,"AAPL":1.98,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"STSM":0.6,"TSLA":0.6,"TSM":1.9,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":568016,"article_id":"2626119998","title":"大摩：解答亚洲AI半导体供应链的五个核心问题","subtitle":"","subtitle_show":0,"pub_time":1775834898000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769717","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOOGL":1.85,"NVDA":1.94,"TSM":1.96},"rights":null},{"id":567906,"article_id":"2626116660","title":"大多头Tom Lee：VIX发出罕见信号，标普500或冲7400点","subtitle":"","subtitle_show":0,"pub_time":1775831798000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769712","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.92,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.92,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VVIX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":567875,"article_id":"2626115021","title":"中东能源设施战损首次被量化：60处设施受损、炼油厂最严重，部分修复或需数年","subtitle":"","subtitle_show":0,"pub_time":1775831029000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769690","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":567769,"article_id":"2626113787","title":"美股银行股财报季来了：地缘冲突+私募信贷风险压顶，估值能否修复？","subtitle":"","subtitle_show":0,"pub_time":1775829841000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769699","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BAC":2,"C":2,"JPM":2,"MS":2,"WFC":2},"rights":null},{"id":568359,"article_id":"2626014985","title":"美国4月密歇根消费者信心创历史新低，短期通胀预期飙升","subtitle":"","subtitle_show":0,"pub_time":1775829772000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769713","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":567772,"article_id":"2626731113","title":"欧洲航空业：若霍尔木兹三周内不能完全开放，航空燃油将面临“系统性”短缺","subtitle":"","subtitle_show":0,"pub_time":1775828584000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769705","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAL":2,"ALK":2,"BA":2,"BZmain":2,"CLmain":2,"DAL":2,"JBLU":2,"LUV":2,"SAVE":2,"UAL":2},"rights":null},{"id":567775,"article_id":"2626811373","title":"战火之下，中东科技遭遇信任危机！","subtitle":"","subtitle_show":0,"pub_time":1775828031000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769700","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.66,"AI":0.66,"AIPO":0.87,"AIYY":0.6,"ARTY":0.66,"BLOK":0.66,"CHAT":0.87,"DTCR":0.66,"GCC":1},"rights":null},{"id":567562,"article_id":"2626190134","title":"美银Hartnett：商品牛市将持续数年，“谁掌握了资源，谁就能打赢AI竞赛”！","subtitle":"","subtitle_show":0,"pub_time":1775824796000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769694","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":567443,"article_id":"2626977571","title":"3月AI战况：Claude全球日活暴增848%，Gemini增长逾3倍，ChatGPT增长放缓","subtitle":"","subtitle_show":0,"pub_time":1775823171000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769684","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":567430,"article_id":"2626197953","title":"伊朗副外长：各方已达成共识 伊方十点计划将作为谈判基础","subtitle":"","subtitle_show":0,"pub_time":1775822825000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769693","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":567296,"article_id":"2626319494","title":"日月光启动史上最大扩产潮：今年6座新厂齐发，CPO同步量产","subtitle":"","subtitle_show":0,"pub_time":1775819471000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769689","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":567232,"article_id":"2626191187","title":"第四套落地，创业板再迎“未盈利”上市标准","subtitle":"","subtitle_show":0,"pub_time":1775815891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769688","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159915":1.91,"159967":0.6,"399001":0.6,"399006":1.87,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6},"rights":null},{"id":567147,"article_id":"2626196035","title":"CPO商用化提速：Scale-out突破0到1，Scale-up有望率先大规模落地？","subtitle":"","subtitle_show":0,"pub_time":1775815371000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769669","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300308":1.85,"300502":1.85,"300814":1.8,"603773":1.81,"002475":1.81,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZN":0.6,"ANET":1.84,"ANV":0.6,"AVGO":1.87,"CHAT":0.63,"DIPS":0.6,"GOOG":0.6,"MAGY":0.73,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.95,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"OND":0.73,"SNVD.UK":0.6,"TSLA":0.6,"YMAG":0.73},"rights":null},{"id":567104,"article_id":"2626196668","title":"报道：乌克兰对俄首席谈判代表称接近达成停战协议，油价跳水、欧洲股市跳涨","subtitle":"","subtitle_show":0,"pub_time":1775815033000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769685","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"FEZ":1.5,"GUSH":1.5,"IEFA":1.5,"IEO":1.5,"IEV":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"VEA":1.5,"VGK":1.5},"rights":null},{"id":567006,"article_id":"2626193512","title":"从联手开战到各打各的，美以分歧正把美国拖入困局！","subtitle":"","subtitle_show":0,"pub_time":1775811733000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769677","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":566999,"article_id":"2626722198","title":"全球最大资管固收CIO谈“投资感悟”：市场不相信“正确”","subtitle":"","subtitle_show":0,"pub_time":1775811044000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769673","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CIO":1.5},"rights":null},{"id":566955,"article_id":"2626219898","title":"霍尔木兹的三种恢复路径：停火协议风雨飘摇，而市场选了最乐观那条?","subtitle":"","subtitle_show":0,"pub_time":1775810478000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769672","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.79,"DBC":0.79,"DBE":0.79,"DIG":0.79,"DRIP":0.79,"DRLL":0.79,"ERX":0.79,"GUSH":0.79,"IEO":0.79,"IXC":0.79,"OIH":0.79,"OILK":0.79,"OILT":0.79,"OILU":0.79,"PXJ":0.79,"USE":0.79,"USL":0.79,"USOI":0.79,"VDE":0.79},"rights":null},{"id":566973,"article_id":"2626501198","title":"HappyHorse之后还有更多牌？阿里在多模态战场打出“回马枪”","subtitle":"","subtitle_show":0,"pub_time":1775810313000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769679","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.97,"BABA":1.97,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":566960,"article_id":"2626948198","title":"光模块加速迭代，“易中天”再爆发！1.6T商业化放量，3.2T最早明年开始验证","subtitle":"","subtitle_show":0,"pub_time":1775810078000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769676","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.63},"rights":null},{"id":566938,"article_id":"2626160722","title":"停火后首次试探性移动！两艘日本VLCC驶向霍尔木兹，每艘载200万桶原油","subtitle":"","subtitle_show":0,"pub_time":1775809675000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769670","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"SCO":1.5,"UCO":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USO":1.5,"USOI":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":566838,"article_id":"2626167974","title":"英伟达“腹背受敌”：Anthropic要造AI芯片，亚马逊要卖芯片","subtitle":"","subtitle_show":0,"pub_time":1775807334000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769668","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AMZD":0.6,"AMZN":1.92,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ANV":0.6,"AZYY":0.6,"DIPS":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.97,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":0.6,"USAW.SI":0.6},"rights":null},{"id":566680,"article_id":"2626443169","title":"美伊谈判在即！伊斯兰堡封锁核心区严阵以待，万斯领衔美方代表团11日对阵伊朗","subtitle":"","subtitle_show":0,"pub_time":1775807013900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769660","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2,"QMmain":2,"USO":2},"rights":null},{"id":566850,"article_id":"2626167294","title":"美伊周末谈判前夕，欧股开盘涨跌不一，标普500创近一年最佳周表现，美元小幅走强","subtitle":"","subtitle_show":0,"pub_time":1775806924000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769671","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".DJI":1.86,".IXIC":1.84,".SPX":1.93,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"DIA":1.86,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"HXC":1.84,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NDX":1.84,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SCO":1.84,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.93,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":566693,"article_id":"2626169035","title":"战争、油价与黄金，历次地缘冲突下的三种范式","subtitle":"","subtitle_show":0,"pub_time":1775802641000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769653","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":566690,"article_id":"2626169053","title":"IPO前夕，Space X邀请华尔街顶尖基金经理“现场调研”","subtitle":"","subtitle_show":0,"pub_time":1775801604000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769657","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5,"IPOS":1.5,"SOCL":1.5,"SPCX":1.5},"rights":null},{"id":566458,"article_id":"2626816879","title":"郑州银行2025年资产规模再上新台阶，财富管理成盈利新引擎","subtitle":"","subtitle_show":0,"pub_time":1775791701000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769655","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159503":1.5,"002936":1.5,"06196":1.5},"rights":null},{"id":566403,"article_id":"2626616853","title":"考虑上市后首次派息 日本NAND龙头成交额连续两日破万亿日元","subtitle":"","subtitle_show":0,"pub_time":1775790570000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769645","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"IPOS":1.5},"rights":null},{"id":566406,"article_id":"2626168532","title":"光模块的“最大对手”--CPO何时才能真正量产？","subtitle":"","subtitle_show":0,"pub_time":1775790532000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769647","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":0.6,"AIPO":0.67,"AMZN":0.6,"ANV":0.6,"AVGO":1.87,"CHAT":0.67,"DIPS":0.6,"GOOG":0.6,"MAGY":0.67,"META":0.6,"MRVL":1.85,"MSFT":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.95,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDO":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"OND":0.67,"SNVD.UK":0.6,"TSLA":0.6,"YMAG":0.67},"rights":null},{"id":566332,"article_id":"2626515150","title":"战争对美元体系的“持久伤害”--全球央行黄金储备“首次超越”美元储备","subtitle":"","subtitle_show":0,"pub_time":1775788504000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769642","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"XME":1.5},"rights":null},{"id":566279,"article_id":"2626615157","title":"沪指收复4000点关口，创业板涨超2%，券商爆发、锂电池产业链拉升，恒科指涨超2%，科网股反弹那","subtitle":"","subtitle_show":0,"pub_time":1775786541000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769646","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":1.94,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"600030":1.9,"603256":1.85,"000001":1.95,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"06030":1.9,"CIIHY":1.9,"CNXT":1.1,"HSTECHF":1.88},"rights":null},{"id":566150,"article_id":"2626315250","title":"DeepSeek“落子”200万人小城，梁文锋“看上”乌兰察布？","subtitle":"","subtitle_show":0,"pub_time":1775784532000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769643","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BLOK":0.9,"DTCR":0.9},"rights":null},{"id":566125,"article_id":"2626528681","title":"秃鹫嗅到了血腥味？明星对冲基金经理Ackman重启“末日策略”，再现“疫情期间反向押注”","subtitle":"","subtitle_show":0,"pub_time":1775784061000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769630","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":566119,"article_id":"2626154016","title":"“忽略股票，利率才是关键”：高盛Delta-One交易部门警告称，“目前的风险/回报比感觉很差”","subtitle":"","subtitle_show":0,"pub_time":1775783295000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769633","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GSX":0.6},"rights":null},{"id":566085,"article_id":"2626215431","title":"“精准交易”屡次出现，白宫警告内部官员不要在预测市场下注","subtitle":"","subtitle_show":0,"pub_time":1775782406000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769636","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":566021,"article_id":"2626159264","title":"霍尔木兹海峡“迟迟未通”，“全球最重要现货油价”升至147美元，创历史新高！","subtitle":"","subtitle_show":0,"pub_time":1775779688000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769632","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UDN":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"UUP":1.5,"VDE":1.5},"rights":null},{"id":565869,"article_id":"2626153948","title":"OpenAI下调高端服务门槛，推出100美元Pro订阅、直指Anthropic","subtitle":"","subtitle_show":0,"pub_time":1775769166000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769625","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":565805,"article_id":"2626713046","title":"沙特披露战火冲击能源命脉：输送日损失70万桶、产能日减近60万桶","subtitle":"","subtitle_show":0,"pub_time":1775766191000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769623","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":565630,"article_id":"2626813998","title":"霍尔木兹收费方案引发担忧，国际海事组织警告或开创\"危险先例\"","subtitle":"","subtitle_show":0,"pub_time":1775750789000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769618","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BITO":0.6,"BTC":0.6,"BTC.USD.CC":0.72,"BTC.USD.HKCC":0.72,"IMO":1},"rights":null},{"id":565633,"article_id":"2626139982","title":"中东石油受阻，俄油卖疯，4月光石油税就有望翻番！","subtitle":"","subtitle_show":0,"pub_time":1775750782000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769617","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"DRLL":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":565626,"article_id":"2626139614","title":"SK海力士Q1业绩再提速？花旗：内存供应短缺超预期延续，季度营业利润或环比翻倍","subtitle":"","subtitle_show":0,"pub_time":1775750733000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769616","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":565600,"article_id":"2626398901","title":"CMBS市场告急！3月违约率攀升至7.55%，机构警告“投降式抛售”才刚刚开始","subtitle":"","subtitle_show":0,"pub_time":1775750266000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769611","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CMBS":1.5},"rights":null},{"id":565597,"article_id":"2626139897","title":"传言内存降价与实际供应情况不符！创见董事长：内存缺货严重，今年难以缓解","subtitle":"","subtitle_show":0,"pub_time":1775750213000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769615","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":565396,"article_id":"2626337161","title":"美国生育率2025年创下历史新低至1.57，为何？","subtitle":"","subtitle_show":0,"pub_time":1775745620000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769570","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CDC":1},"rights":null},{"id":565393,"article_id":"2626133251","title":"东风日产亮底牌，转型不等人","subtitle":"","subtitle_show":0,"pub_time":1775745573000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769613","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":0.79},"rights":null},{"id":565389,"article_id":"2626256133","title":"业绩停滞遇上回款难题，永大股份北交所二度上会胜算几何？","subtitle":"","subtitle_show":0,"pub_time":1775745544000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769610","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":565270,"article_id":"2626138646","title":"加码先进封装！三星宣布在越南投资40亿美元，首期规模达20亿","subtitle":"","subtitle_show":0,"pub_time":1775742836000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769607","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EMXC":1.5,"FVNmain":1.5},"rights":null},{"id":565095,"article_id":"2626610180","title":"避险继续？摩根大通：停火也拦不住美股散户抛！","subtitle":"","subtitle_show":0,"pub_time":1775740932000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769606","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPMO":0.6,"JPO":0.6},"rights":null},{"id":565085,"article_id":"2626618080","title":"Anthropic爆发意味着什么？美银：只要大模型继续狂奔，卖铲子和租算力的就稳赚不赔！","subtitle":"","subtitle_show":0,"pub_time":1775740555000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769600","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZD":0.6,"AMZN":1.91,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.9,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USAW.SI":0.6,"USJW.SI":0.6,"XDAT":0.84},"rights":null},{"id":565061,"article_id":"2626187021","title":"“SaaS大灾变”降临：3300亿美元债务压顶，私募软件神话面临清算","subtitle":"","subtitle_show":0,"pub_time":1775740374000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769605","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159180":1.5,"VGT":1.5},"rights":null},{"id":565016,"article_id":"2626218713","title":"美国Q4实际GDP年化季环比终值下修至0.5%，经济超预期放缓","subtitle":"","subtitle_show":0,"pub_time":1775739764000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769599","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BOND":0.63,"BSV":0.63,"EDV":0.63,"GBIL":0.63,"GOLY":0.63,"GOVT":0.63,"IEI":0.63,"MINT":0.63,"PBDC":0.63,"SCHO":0.63,"TBIL":0.63,"TBT":0.63,"TYO":0.63,"UBT":0.63,"USHY":0.63,"VCIT":0.63,"VCSH":0.63,"VGLT":0.63,"ZROZ":0.63},"rights":null},{"id":564858,"article_id":"2626883182","title":"Semianalysis：智能体火爆，CPU成为新的“AI瓶颈”","subtitle":"","subtitle_show":0,"pub_time":1775737428000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769581","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":564855,"article_id":"2626518288","title":"前美联储高官：面对伊朗能源冲击，美联储唯一能做的就是“观望”","subtitle":"","subtitle_show":0,"pub_time":1775737263000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769595","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"AGG":1.5,"BIL":1.5,"BND":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"NGHT":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"VCIT":1.5,"VCSH":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":564779,"article_id":"2626181029","title":"一季度逾200亿美元撤资！私募信贷神话破灭，黑石、阿波罗等巨头深陷赎回潮","subtitle":"","subtitle_show":0,"pub_time":1775735981000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769593","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BX":1.5},"rights":null},{"id":564649,"article_id":"2626189196","title":"无惧产能瓶颈！亚马逊一季度AI年化营收超150亿美元，自研芯片规模翻倍至200亿","subtitle":"","subtitle_show":0,"pub_time":1775733891000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769587","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZD":0.6,"AMZN":1.98,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USAW.SI":0.6},"rights":null},{"id":564161,"article_id":"2626902380","title":"预测“见底”后，摩根大通交易台转向“战术性做多”：看好标普500突破7000点","subtitle":"","subtitle_show":0,"pub_time":1775731581600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769566","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1.87,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"GSLC":0.6,"HIBL":0.6,"HIBS":0.6,"IJH":0.6,"IJR":0.6,"ITOT":0.6,"IVE":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"JPM":1.94,"JPMO":0.6,"JPO":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SCHB":0.6,"SCHX":0.6,"SDS":0.6,"SFY":0.6,"SH":0.6,"SPDN":0.6,"SPGP":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.87,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYU":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TSPY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VBK":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XLG":0.6,"XYLD":0.6,"YSPY":0.6},"rights":null},{"id":564425,"article_id":"2626318342","title":"报道：OpenAI预计今年广告收入达25亿美元，到2030年将飙升至1000亿美元","subtitle":"","subtitle_show":0,"pub_time":1775731416100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769579","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":564268,"article_id":"2626070059","title":"美元武器化，为何在伊朗战争中失效？","subtitle":"","subtitle_show":0,"pub_time":1775724581000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769575","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UDN":1.5,"UUP":1.5},"rights":null},{"id":564124,"article_id":"2626041929","title":"伊朗战争未平、“超级厄尔尼诺”将至，全球食品价格涨价潮要来了？","subtitle":"","subtitle_show":0,"pub_time":1775721547000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769569","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159151":1.5},"rights":null},{"id":564167,"article_id":"2626990233","title":"测试阶段“工程问题”很正常！大摩：苹果折叠机“大概率不会延迟发布”","subtitle":"","subtitle_show":0,"pub_time":1775721503000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769568","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.97,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"MACW.SI":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6},"rights":null},{"id":563767,"article_id":"2626977011","title":"1年合约已成往事，三星、SK海力士非3~5年长期订单不卖","subtitle":"","subtitle_show":0,"pub_time":1775720074900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769549","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07347":2,"07709":2,"07747":2,"DRAM":1.5,"EMXC":1.5},"rights":null},{"id":564066,"article_id":"2626901821","title":"阿里一季报有何期待？即时零售亏损有望减半，云业务增速或突破40%","subtitle":"","subtitle_show":0,"pub_time":1775719820100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769561","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09988":1.96,"BABA":1.96,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":564026,"article_id":"2626458909","title":"东买西卖！美国3月领跌拖累全球黄金ETF，亚洲创季度流入纪录","subtitle":"","subtitle_show":0,"pub_time":1775717602000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769552","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":0.9,"BAR":0.9,"BEGS":0.9,"BTGD":0.9,"CEF":0.9,"CTA":1,"DBC":0.9,"DGP":0.9,"DULL":0.9,"DUST":0.9,"DZZ":0.9,"FGDL":0.9,"1OZmain":0.65,"GCmain":0.9,"MGCmain":0.9,"QOmain":0.65,"SGCmain":0.6,"SGUmain":0.6,"GBUG":0.9,"GDX":0.9,"GDXD":0.9,"GDXJ":0.9,"GDXU":0.9,"GDXY":0.9,"GLD":0.6,"GLDM":0.9,"GLL":0.9,"GLTR":0.9,"GOLY":0.9,"IAU":0.9,"IAUI":0.9,"IAUM":0.9,"JDST":0.9,"JNUG":0.9,"NUGT":0.6,"OUNZ":0.9,"PALL":0.9,"PHYS":0.9,"PICK":0.65,"RING":0.9,"SGOL":0.9,"UGL":0.9,"USG":0.9,"XME":0.65},"rights":null},{"id":563984,"article_id":"2626906466","title":"石油巨头向白宫抗议：如果伊朗可以收费，那新加坡和土耳其也可以","subtitle":"","subtitle_show":0,"pub_time":1775717043000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769560","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BKR":2,"BP":2,"BZmain":2,"CLmain":2,"COP":2,"CVX":2,"DVN":2,"EQNR":2,"HAL":2,"INDO":2,"MPC":2,"MUR":2,"OXY":2,"PBF":2,"PBR":2,"PSX":2,"SHEL":2,"SLB":2,"USEG":2,"VLO":2,"XOM":2},"rights":null},{"id":563943,"article_id":"2626905679","title":"特朗普：10项停战条款是“假新闻”，美军将“继续驻扎在伊朗境内及其周边”","subtitle":"","subtitle_show":0,"pub_time":1775714943000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769556","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":563894,"article_id":"2626890828","title":"霍尔木兹“又”卡住，8日仅有4艘船通过，美国催盟友数日内给出方案","subtitle":"","subtitle_show":0,"pub_time":1775711609000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769554","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":563837,"article_id":"2626970232","title":"当“智能体时代”来临：传统企业的转型、软件企业的末日与华尔街的“低估”","subtitle":"","subtitle_show":0,"pub_time":1775708922000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769546","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FAZ":1.5,"VGT":1.5},"rights":null},{"id":563770,"article_id":"2626977015","title":"尽管土耳其和俄罗斯大举抛售，全球央行2月依然净购金27吨","subtitle":"","subtitle_show":0,"pub_time":1775706434000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769551","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":0.9,"BAR":0.9,"BEGS":0.9,"BTGD":0.9,"CEF":0.9,"DBC":0.9,"DGP":0.9,"DULL":0.9,"DUST":0.9,"DZZ":0.9,"FGDL":0.9,"1OZmain":0.9,"GCmain":0.9,"MGCmain":0.9,"QOmain":0.9,"SGCmain":0.6,"SGUmain":0.6,"GBUG":0.9,"GDX":0.9,"GDXD":0.9,"GDXJ":0.9,"GDXU":0.9,"GDXY":0.9,"GLD":0.6,"GLDM":0.9,"GLL":0.9,"GLTR":0.9,"GOLY":0.9,"IAU":0.9,"IAUI":0.9,"IAUM":0.9,"JDST":0.9,"JNUG":0.9,"NUGT":0.6,"OUNZ":0.9,"PALL":0.9,"PHYS":0.9,"PICK":0.9,"RING":0.9,"SGOL":0.9,"UGL":0.9,"USG":0.9,"XME":0.9},"rights":null},{"id":563722,"article_id":"2626977319","title":"麻省理工：到2029年，AI足以胜任大部分基于文本的任务","subtitle":"","subtitle_show":0,"pub_time":1775706262900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769543","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":563719,"article_id":"2626977321","title":"详细拆解Kalshi--当“万物皆可交易”","subtitle":"","subtitle_show":0,"pub_time":1775705069000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769545","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"OSB":1},"rights":null},{"id":563556,"article_id":"2626748299","title":"认定“战争走向结束的开始”！对冲基金以2020年来最快的速度“平掉美股空仓”","subtitle":"","subtitle_show":0,"pub_time":1775702513500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769536","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":2,"SPY":0.6},"rights":null},{"id":563582,"article_id":"2626697450","title":"脆弱的停火：以色列依旧“搅屎棍”，特朗普还是“来回变”","subtitle":"","subtitle_show":0,"pub_time":1775700911000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769537","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"PBS":1},"rights":null},{"id":563579,"article_id":"2626745049","title":"无论战争如何收场，中东都“回不到从前”","subtitle":"","subtitle_show":0,"pub_time":1775700705000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769539","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DB":0.78},"rights":null},{"id":563552,"article_id":"2626974848","title":"霍尔木兹“回不到从前”，但会“慢慢消退”","subtitle":"","subtitle_show":0,"pub_time":1775700275000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769540","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":563390,"article_id":"2626176976","title":"有交易员停火前数小时狂买美股看涨期权，一天大赚2300万美元","subtitle":"","subtitle_show":0,"pub_time":1775695951000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769528","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":563422,"article_id":"2626976086","title":"停火首日即遇变数：特朗普“反复横跳”，不承认伊朗“10点计划”做基础","subtitle":"","subtitle_show":0,"pub_time":1775695886000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769534","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":563387,"article_id":"2626761729","title":"全球市场“报复性反弹”，即便“导弹仍在飞、海峡尚未通”","subtitle":"","subtitle_show":0,"pub_time":1775695065000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769531","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BWET":0.83,"ESmain":0.6,"MESmain":0.6,"VIXmain":0.64,"VXMmain":0.6,"GSX":0.6,"HF":1,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.64,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"YSPY":0.6},"rights":null},{"id":563394,"article_id":"2626764619","title":"Anthropic募资未达预期，只因员工“惜售”老股，投资者“有钱买不到”","subtitle":"","subtitle_show":0,"pub_time":1775694248000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769532","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":0.64},"rights":null},{"id":563355,"article_id":"2626297505","title":"“停战”首日就遭遇考验：以色列袭击黎巴嫩，霍尔木兹海峡再度关闭","subtitle":"","subtitle_show":0,"pub_time":1775694009000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769530","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":563327,"article_id":"2626756319","title":"解决能源危机，霍尔木兹海峡重开只是“开始”","subtitle":"","subtitle_show":0,"pub_time":1775692634000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769529","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.8,"DBC":0.9,"DBE":0.9,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.7,"ERX":0.9,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.8,"OILK":0.8,"OILT":0.8,"OILU":0.8,"PXJ":0.9,"USE":0.9,"USL":0.8,"USOI":0.8,"VDE":0.9,"XOP":0.8},"rights":null},{"id":563406,"article_id":"2626973963","title":"油价崩了16%，美元也扛不住，一度回吐年内全部涨幅","subtitle":"","subtitle_show":0,"pub_time":1775690817000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769526","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":563135,"article_id":"2626685920","title":"“新美联储通讯社”：无论是否达成停火协议，美联储降息前景都黯淡","subtitle":"","subtitle_show":0,"pub_time":1775683668000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769521","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":563087,"article_id":"2626927149","title":"伊朗称黎巴嫩停火等停战条款被违反、破坏“谈判基础”，特朗普称停火不含黎，万斯称从未承诺包括","subtitle":"","subtitle_show":0,"pub_time":1775681849000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769515","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":563193,"article_id":"2626920477","title":"150亿豪赌迎来翻身之作？Meta发布首款重磅AI模型Muse Spark","subtitle":"","subtitle_show":0,"pub_time":1775678971000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769514","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"META":2},"rights":null},{"id":562903,"article_id":"2626217679","title":"Anthropic新颠覆来了！Claude管理智能体将构建和部署速度提升10倍","subtitle":"","subtitle_show":0,"pub_time":1775675767000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769518","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.9,"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"ARTY":0.9,"CHAT":0.9,"PR":1},"rights":null},{"id":562735,"article_id":"2626092549","title":"欧央行加息预期“一夜降温”！停火协议提振市场，欧债创2023年来最大单日涨幅","subtitle":"","subtitle_show":0,"pub_time":1775666942000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769513","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":562633,"article_id":"2626923613","title":"美伊停火后首批！两艘货轮通过霍尔木兹海峡，800艘巨轮仍在排队","subtitle":"","subtitle_show":0,"pub_time":1775664086000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769508","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":562526,"article_id":"2625928389","title":"AI泡沫：美国新一轮量化宽松导火索？","subtitle":"","subtitle_show":0,"pub_time":1775661176000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769502","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":562627,"article_id":"2625940453","title":"三十年一遇的存储芯片超级周期？瑞银：三寡头格局下，DRAM会持续供不应求，直到2027年末","subtitle":"","subtitle_show":0,"pub_time":1775660511400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769509","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":562502,"article_id":"2625497940","title":"能源咽喉“解冻”！卡塔尔LNG巨头重启维护，数日内或恢复生产","subtitle":"","subtitle_show":0,"pub_time":1775660161000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769510","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":562286,"article_id":"2625942220","title":"高盛交易主管：指数暴拉之际我为何选择不追涨？","subtitle":"","subtitle_show":0,"pub_time":1775656176000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769506","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":562167,"article_id":"2625942368","title":"停火协议刚落地，市场已开始押注海湾重建潮","subtitle":"","subtitle_show":0,"pub_time":1775654718000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769505","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EPC":1,"IEA":1,"LNG":1},"rights":null},{"id":562034,"article_id":"2625082941","title":"停火协议墨迹未干，沙特输油管道遭无人机袭击，中东局势再度紧张","subtitle":"","subtitle_show":0,"pub_time":1775653178000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769504","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.62,"DBC":0.62,"DBE":0.62,"DIG":0.62,"DRIP":0.62,"DRLL":0.62,"ERX":0.62,"GUSH":0.62,"IEO":0.62,"IXC":0.62,"OIH":0.62,"OILK":0.62,"OILT":0.62,"OILU":0.62,"PXJ":0.62,"USE":0.62,"USL":0.62,"USOI":0.62,"VDE":0.62,"XOP":0.62},"rights":null},{"id":561622,"article_id":"2625251943","title":"美联储3月会议纪要将至：官员们究竟如何看待战争对经济的冲击？","subtitle":"","subtitle_show":0,"pub_time":1775652909000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769491","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"BZmain":2,"CLmain":2,"EDV":1.5,"ESmain":2,"FAZ":1.5,"GBIL":1.5,"GOLY":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MUB":1.5,"NQmain":2,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"YMmain":2,"ZROZ":1.5},"rights":null},{"id":561719,"article_id":"2625994577","title":"AI颠覆中国网游？摩根大通：市场忽视了真正的护城河","subtitle":"","subtitle_show":0,"pub_time":1775648769000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769475","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"JPMO":0.6,"JPO":0.6},"rights":null},{"id":561725,"article_id":"2625945778","title":"对话耀速科技谢鑫：当器官芯片走向商业化，药企为“降低研发不确定性与失败风险”付费","subtitle":"","subtitle_show":0,"pub_time":1775648343000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769496","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":561557,"article_id":"2625943877","title":"大多头Tom Lee：停火意味着美股\"底部确立\"，有望迎来“决定性”反弹","subtitle":"","subtitle_show":0,"pub_time":1775646165000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769489","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":561348,"article_id":"2625910813","title":"3000亿 vs 4000万：特朗普吹嘘的得州炼油厂项目，实际投资相差7500倍","subtitle":"","subtitle_show":0,"pub_time":1775645473800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769474","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MNDmain":0.84},"rights":null},{"id":561472,"article_id":"2625948962","title":"特朗普：若谈判不顺，美国能轻易恢复对伊军事行动，万斯：\"脆弱休战\"基础初步形成","subtitle":"","subtitle_show":0,"pub_time":1775645251000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769486","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":561275,"article_id":"2625176919","title":"取代燃气轮机，AI电力的首选答案，是燃气发电机组？","subtitle":"","subtitle_show":0,"pub_time":1775643318700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769482","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AIPO":1.5},"rights":null},{"id":561171,"article_id":"2625345912","title":"全球最大船东组织：等待霍尔木兹通行技术指引，不建议未经与美国和伊朗协商离开","subtitle":"","subtitle_show":0,"pub_time":1775640709000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769483","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":561094,"article_id":"2625911919","title":"英国首相前往海湾地区，讨论霍尔木兹海峡重开事宜","subtitle":"","subtitle_show":0,"pub_time":1775638457000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769470","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":561097,"article_id":"2625917911","title":"戴尔CEO：AI内存需求将激增625倍，供给短缺将持续数年","subtitle":"","subtitle_show":0,"pub_time":1775637703000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769478","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DELL":1.96,"DLLL":0.6},"rights":null},{"id":560931,"article_id":"2625916264","title":"停火之后市场聚焦谈判，而这次伊朗手握更大筹码","subtitle":"","subtitle_show":0,"pub_time":1775636150000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769469","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BWET":0.6,"BZmain":2,"CLmain":2,"DBO":0.6},"rights":null},{"id":561026,"article_id":"2625919480","title":"高油价下，美国消费者受不了了！","subtitle":"","subtitle_show":0,"pub_time":1775636022000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769479","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":0.9,"BWET":0.9,"DBC":0.9,"DBE":0.9,"DBO":0.9,"DIG":0.9,"DRIP":0.9,"DRLL":0.9,"DUG":0.9,"EIA":1,"ERX":0.9,"HOmain":0.9,"RBmain":0.82,"GUSH":0.9,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"UGA":0.9,"USE":0.9,"USL":0.9,"USOI":0.9,"VDE":0.9},"rights":null},{"id":560868,"article_id":"2625110916","title":"美伊互释积极信号：“十点计划”多数条款已谈妥，谈判即将开始","subtitle":"","subtitle_show":0,"pub_time":1775635876000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769476","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":560759,"article_id":"2625915312","title":"特朗普最后一刻TACO：中间人来回传话，一天内多轮修改方案，伊朗高层最终拍板，幕后一片混乱","subtitle":"","subtitle_show":0,"pub_time":1775633776000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769471","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TACO":1.5},"rights":null},{"id":560729,"article_id":"1136396702","title":"停火细节不明，被困霍尔木兹的800艘船，还是不敢动","subtitle":"","subtitle_show":0,"pub_time":1775633052069,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2},"rights":null},{"id":560702,"article_id":"1193245285","title":"特朗普：霍尔木兹将创造“巨大财富”，伊朗方案中的大多数条款已完全谈妥","subtitle":"","subtitle_show":0,"pub_time":1775632728284,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2},"rights":null},{"id":560695,"article_id":"1137707133","title":"达利欧最新长文：世界大战“已开场”，五年内爆发概率超过50%","subtitle":"","subtitle_show":0,"pub_time":1775632084890,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2},"rights":null},{"id":560582,"article_id":"2625990793","title":"达利欧最新长文：世界大战“已开场”，五年内爆发概率超过50%","subtitle":"","subtitle_show":0,"pub_time":1775629959000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769460","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":560473,"article_id":"2625992089","title":"纽约联储：受油价推动，通胀预期正大幅上升","subtitle":"","subtitle_show":0,"pub_time":1775628840000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769452","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SCO":1.74,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UCO":1.72,"UPRO":0.6,"YSPY":0.6},"rights":null},{"id":560524,"article_id":"2625278997","title":"特朗普：霍尔木兹将创造“巨大财富”，关于达成长期协议已有“强大框架”","subtitle":"","subtitle_show":0,"pub_time":1775628059000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769462","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":560155,"article_id":"2625999680","title":"美国私募信贷危机的“下一个目标”：投入万亿美元的保险公司","subtitle":"","subtitle_show":0,"pub_time":1775622765600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769454","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IMF":1},"rights":null},{"id":560117,"article_id":"2625967899","title":"从惊魂到TACO！特朗普震惊世界的12小时","subtitle":"","subtitle_show":0,"pub_time":1775618400000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769455","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2},"rights":null},{"id":560035,"article_id":"2625995795","title":"特朗普交易手册：现在已经进入第九步","subtitle":"","subtitle_show":0,"pub_time":1775616305000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769453","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":559902,"article_id":"2625993985","title":"AH股大幅高开：创业板涨3%，算力硬件爆发，油气股上演跌停潮，恒科指涨超2%，科网股集体反弹","subtitle":"","subtitle_show":0,"pub_time":1775612462000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769451","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":1.95,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"688347":1.86,"688981":1.87,"000001":1.94,"00020":1.84,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"00981":1.87,"01347":1.86,"06618":1.85,"09626":1.85,"BILI":1.85,"HSTECHF":1.91},"rights":null},{"id":559724,"article_id":"2625988279","title":"伊朗冲击下的避风港——中国银行股","subtitle":"","subtitle_show":0,"pub_time":1775610308000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769450","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"VIG":0.64},"rights":null},{"id":559731,"article_id":"2625299856","title":"报道：停火协议准许伊朗与阿曼对霍尔木兹海峡过境船只收费","subtitle":"","subtitle_show":0,"pub_time":1775609328000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769448","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":559596,"article_id":"2625967714","title":"AI Agent来袭，Github被“淹没”了","subtitle":"","subtitle_show":0,"pub_time":1775607488000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769444","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":559536,"article_id":"2625962713","title":"伊朗：此次战争几乎所有目标已实现，敌人“遭受历史性和彻底失败”，“在最多15天内通过政治谈判巩固胜利成果”","subtitle":"","subtitle_show":0,"pub_time":1775606053000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769438","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":559338,"article_id":"2625958964","title":"威胁“摧毁文明”不到12小时，特朗普接受停火两周，称伊朗同意开通霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1775601458000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769436","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":559307,"article_id":"2625961494","title":"私募信贷市场危机之际，黑石机会性信贷基金募集百亿美元资金，获超额认购","subtitle":"","subtitle_show":0,"pub_time":1775600060000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769433","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BX":1.5},"rights":null},{"id":559295,"article_id":"2625619249","title":"美联储调查：短期通胀预期上升，汽油价格涨幅预期激增至2022年以来最高","subtitle":"","subtitle_show":0,"pub_time":1775599426000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769432","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":559239,"article_id":"2625969870","title":"巴基斯坦总理提议：特朗普将最后期限延后两周，伊朗开放霍尔木兹海峡两周","subtitle":"","subtitle_show":0,"pub_time":1775591692000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769428","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":559014,"article_id":"2625439957","title":"机票、柴油、食品齐涨！通胀卷土重来，共和党中期选举压力骤增","subtitle":"","subtitle_show":0,"pub_time":1775581563000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769421","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159151":1.5},"rights":null},{"id":559023,"article_id":"2625095033","title":"中俄在联合国安理会否决涉霍尔木兹海峡决议草案","subtitle":"","subtitle_show":0,"pub_time":1775579843000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769423","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":558782,"article_id":"2625186951","title":"美伊战云密布，债市却在押注“2022式加息”？瑞银：这不现实","subtitle":"","subtitle_show":0,"pub_time":1775573975000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769418","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6,"TLT":0.6,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":558566,"article_id":"2625563099","title":"科技巨头集体押注自研芯，AI芯片战场正加速向推理端迁移","subtitle":"","subtitle_show":0,"pub_time":1775569224000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769414","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPL":0.6,"GOOG":0.6,"META":0.6,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"XMAG":1.5},"rights":null},{"id":558408,"article_id":"2625534269","title":"美联储“三把手”威廉姆斯：货币政策目前处于\"观望\"的有利位置，今年的通胀率应在2.75%左右","subtitle":"","subtitle_show":0,"pub_time":1775565282000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769410","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"WMB":1.5,"ZROZ":1.5},"rights":null},{"id":558356,"article_id":"2625958420","title":"共识大幅落后现实！大摩：机械硬盘双寡头被低估，供应缺口或延续至2029年，毛利率有望迈入中高50%区间","subtitle":"","subtitle_show":0,"pub_time":1775565229000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769408","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"STX":1.96,"WDC":1.94,"WDCX":0.6},"rights":null},{"id":558268,"article_id":"2625302879","title":"IEA警告：海湾能源冲击烈度超越1973、1979与2022之和，全球经济正步入\"黑色四月\"！","subtitle":"","subtitle_show":0,"pub_time":1775563968000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769406","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"IEA":1.5,"REET":1.5},"rights":null},{"id":558234,"article_id":"2625856930","title":"金价上涨叠加销量上升，西部黄金一季度净利润预计增长约1300%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1775563036000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769404","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601069":1.5,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"MGCmain":1.5,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5},"rights":null},{"id":558221,"article_id":"2625993708","title":"起底Altman的另一面：谎言、权谋与万亿赌局","subtitle":"","subtitle_show":0,"pub_time":1775562807000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769397","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIYY":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.82,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":558215,"article_id":"2625937085","title":"AI算力浪潮劲吹，海光信息Q1营收暴增68%创新高，净利润增长35.8% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1775562799000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769402","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688041":1.5,"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":558155,"article_id":"2625680937","title":"天孚通信2025年营收同比增长58.79%跨入50亿门槛，净利润增长50.15%，拟10派7元转4股 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1775561564000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769399","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300394":1.5},"rights":null},{"id":557853,"article_id":"2625362019","title":"摩根大通谈中东危机：伊朗“越打越团结”，想靠“持久战”胜出，亚洲首先受冲击","subtitle":"","subtitle_show":0,"pub_time":1775559537600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769386","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BZmain":2,"CLmain":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":557745,"article_id":"2625935886","title":"AI带火覆铜板扩产：设备订单排到2028年，交货等两年","subtitle":"","subtitle_show":0,"pub_time":1775557401500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769388","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":557957,"article_id":"2625992931","title":"对话甜心皮皮总裁郭光辉：“高质平价”的奶茶生意还可以有另一种解法","subtitle":"","subtitle_show":0,"pub_time":1775555079000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769396","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"5RE.SI":0.76},"rights":null},{"id":557840,"article_id":"2625936417","title":"全球最大唱片公司将易主？Bill Ackman拟630亿美元收购环球音乐，泰勒·斯威夫特东家或转赴美上市","subtitle":"","subtitle_show":0,"pub_time":1775553731000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769383","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IPOS":1.5},"rights":null},{"id":557835,"article_id":"2625148936","title":"外交斡旋见效？马来西亚七艘被困船中有一艘已驶离霍尔木兹","subtitle":"","subtitle_show":0,"pub_time":1775553688000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769375","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":557783,"article_id":"2625935963","title":"要多少电动车，才能填补这次油市缺口？","subtitle":"","subtitle_show":0,"pub_time":1775551172000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769389","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BESS":1,"BNO":0.9,"DBC":0.9,"DBE":0.9,"DIG":0.9,"DRIP":0.9,"ERX":0.9,"HOmain":0.9,"GUSH":0.9,"ICE":1,"IEA":1,"IEO":0.9,"IXC":0.9,"OIH":0.9,"OILK":0.9,"OILT":0.9,"OILU":0.9,"PXJ":0.9,"TCO":1,"UBS":0.9,"USE":0.9,"USL":0.9,"USOI":0.9,"VDE":0.9,"XLE":0.83,"XOP":0.83},"rights":null},{"id":557593,"article_id":"2625980950","title":"一个被忽视的供给冲击：伊朗70%钢铁产能或蒸发","subtitle":"","subtitle_show":0,"pub_time":1775550406300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769371","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DGAZ":0.6,"DRI":1,"NGmain":0.64,"UGAZ":0.6,"UNG":0.6},"rights":null},{"id":557733,"article_id":"2625193391","title":"Claude Code 更新后“翻车”，思考深度骤降67%，“无法再信任其处理复杂工程任务”!","subtitle":"","subtitle_show":0,"pub_time":1775549299000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769385","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":557705,"article_id":"2625335809","title":"连续第17个月增持！中国2月末黄金储备环比增加16万盎司","subtitle":"","subtitle_show":0,"pub_time":1775549237000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769387","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"GOLY":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":557889,"article_id":"2625207980","title":"全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%","subtitle":"","subtitle_show":0,"pub_time":1775547680600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769379","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DRAM":2},"rights":null},{"id":557646,"article_id":"2625938622","title":"台积电财报前，摩根大通高喊：买入！公司先进制程紧缺将持续到2027年","subtitle":"","subtitle_show":0,"pub_time":1775547601000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769376","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03145":0.6,"JPMO":0.6,"STSM":0.6,"TSM":1.97,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":557618,"article_id":"2625093888","title":"霍尔木兹封锁阴云笼罩，沙特3月石油收入不降反增4.3%，伊朗增加37%","subtitle":"","subtitle_show":0,"pub_time":1775546445000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769380","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"DBC":1.5,"DBE":1.5,"DIG":1.5,"DRIP":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":557581,"article_id":"2625980531","title":"中东局势持续扰动，化工板块再掀涨停潮","subtitle":"","subtitle_show":0,"pub_time":1775545727000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769373","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":557536,"article_id":"2625878189","title":"全球争相抢购原油，美国原油溢价创历史新高","subtitle":"","subtitle_show":0,"pub_time":1775543674000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769367","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":557500,"article_id":"2625398232","title":"美股危险信号：散户“不再抄底，逢高就卖”！","subtitle":"","subtitle_show":0,"pub_time":1775541456000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769366","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPM":1.84,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SNXX":0.6,"XOMO":0.6,"XOMX":0.6,"XOMZ":0.6},"rights":null},{"id":557446,"article_id":"2625981229","title":"油价不降，全球经济只能走向“慢增长+高通胀”","subtitle":"","subtitle_show":0,"pub_time":1775540714000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769356","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":557364,"article_id":"2625895349","title":"瑞银：来自中国的黄金需求将会持续下去","subtitle":"","subtitle_show":0,"pub_time":1775533635100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769357","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BEGS":1.5,"BTGD":1.5,"CEF":1.5,"DBC":1.5,"DGP":1.5,"DULL":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":557234,"article_id":"2625854819","title":"A股三大股指集体上涨，石油化工爆发，消费电子、存储器拉升，医药股调整","subtitle":"","subtitle_show":0,"pub_time":1775527643000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769354","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159732":1.5,"159938":1.5,"159982":1.5,"399300":1.5,"09939":1.5},"rights":null},{"id":557193,"article_id":"2625098581","title":"Meta全员正在进行一场疯狂竞赛：谁用的Token最多？","subtitle":"","subtitle_show":0,"pub_time":1775527376800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769352","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"META":2},"rights":null},{"id":557141,"article_id":"2625983121","title":"OpenAI vs Anthropic：“最强AI”的财报究竟如何？","subtitle":"","subtitle_show":0,"pub_time":1775525166500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769346","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":557113,"article_id":"2625698384","title":"私募信贷危机蔓延，CLO市场成下一个风险引爆点","subtitle":"","subtitle_show":0,"pub_time":1775524151300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769348","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"OBDE":2},"rights":null},{"id":557094,"article_id":"2625198805","title":"AI编程：“全民狂欢” vs“屎山危机”","subtitle":"","subtitle_show":0,"pub_time":1775522722000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769345","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":557018,"article_id":"2625988394","title":"高盛对冲基金业务主管谈\"多空两难\"：回归基本面，\"你无法控制市场，但你可以控制自己对市场的反应\"","subtitle":"","subtitle_show":0,"pub_time":1775521481200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769343","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":557035,"article_id":"2625898830","title":"首艘LNG船“未能”通过霍尔木兹海峡，沙特大幅上调亚洲油价，高盛预言“亚洲供应链冲击”开启新阶段","subtitle":"","subtitle_show":0,"pub_time":1775521120000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769342","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BNO":1.5,"BWET":1.5,"DBC":1.5,"DBE":1.5,"DBO":1.5,"DIG":1.5,"DRIP":1.5,"DUG":1.5,"ERX":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"PXJ":1.5,"UGA":1.5,"USE":1.5,"USL":1.5,"USOI":1.5,"VDE":1.5},"rights":null},{"id":556824,"article_id":"2625602249","title":"私募信贷风暴中心Blue Owl股价创历史新低","subtitle":"","subtitle_show":0,"pub_time":1775512802000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769337","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDC":1},"rights":null},{"id":556770,"article_id":"2625260443","title":"审判临近火药味升级，OpenAI要求调查马斯克的“违规和反竞争行为”","subtitle":"","subtitle_show":0,"pub_time":1775509513000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769334","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.87,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":556762,"article_id":"2625611604","title":"以军称空袭伊朗最大石油化工设施、伊朗“圣城旅”特种作战部队指挥官身亡","subtitle":"","subtitle_show":0,"pub_time":1775507454000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769332","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":556598,"article_id":"2625760511","title":"赎回潮来袭：高盛险守红线，霸菱被迫限额，私募信贷流动性压力显现","subtitle":"","subtitle_show":0,"pub_time":1775500774000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769331","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":556567,"article_id":"2625605874","title":"伊朗拒绝临时停火，提10项条款回应美国停战提议，称只要领导层认为合适就继续战斗","subtitle":"","subtitle_show":0,"pub_time":1775488285000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769326","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":556314,"article_id":"2625667789","title":"美国3月ISM非制造业指数回落至54，支付价格指数创2022年10月以来最高","subtitle":"","subtitle_show":0,"pub_time":1775485607000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769325","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":555547,"article_id":"2625562005","title":"最后通牒与停火协议--投资者在“多空”纠结","subtitle":"","subtitle_show":0,"pub_time":1775464881200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769317","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BZmain":2,"CLmain":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":555517,"article_id":"2625620989","title":"90%原油依赖霍尔木兹！高市早苗寻求与伊朗领导层会谈","subtitle":"","subtitle_show":0,"pub_time":1775458545000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769313","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBC":1.5,"DBE":1.5,"DBO":1.5,"DDG":0.6,"DRIP":1.5,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GUSH":1.5,"IEO":1.5,"IXC":1.5,"OIH":1.5,"OILK":1.5,"OILT":1.5,"OILU":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":555440,"article_id":"2625766622","title":"罗福莉：龙虾成本黑洞显现，需要更高token效率的Agent框架","subtitle":"","subtitle_show":0,"pub_time":1775457519100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769309","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01810":2},"rights":null},{"id":555446,"article_id":"2625622028","title":"通胀担忧叠加美联储降息预期削弱，日本10年期国债收益率升至27年新高","subtitle":"","subtitle_show":0,"pub_time":1775456826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769305","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":555371,"article_id":"2625819624","title":"最刺激的“调研”？“网红AI研究机构”：公开数据漏报了50%霍尔木兹真实通行量","subtitle":"","subtitle_show":0,"pub_time":1775450467300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769308","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5},"rights":null},{"id":555375,"article_id":"2625624807","title":"伊朗与阿曼举行副部长级会谈，讨论“确保船只顺利通过霍尔木兹海峡的各种方案”","subtitle":"","subtitle_show":0,"pub_time":1775448389000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769304","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LNG":1},"rights":null},{"id":555324,"article_id":"2625621838","title":"报道：伊朗问题调停者正为达成一份为期45天的停火协议进行最后努力","subtitle":"","subtitle_show":0,"pub_time":1775443368000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769307","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":555154,"article_id":"2625664146","title":"中国AI热潮点燃资本市场，港股Q1融资规模创五年新高","subtitle":"","subtitle_show":0,"pub_time":1775388931000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769292","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5,"VXUS":1.5},"rights":null},{"id":555151,"article_id":"2625641105","title":"微软谷歌争相与SK海力士签署长期DRAM协议，数十万亿韩元长约呼之欲出","subtitle":"","subtitle_show":0,"pub_time":1775388790000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769294","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.91,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.93,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"MU":1.84,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":555146,"article_id":"2625462206","title":"鸿海Q1营收同比增长29.68%，预计Q2销售额将环比和同比增长 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1775378242000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769288","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.62,"AI":0.62,"AIPO":0.75,"AIYY":0.6,"ARTY":0.62,"CHAT":0.62},"rights":null},{"id":555128,"article_id":"2625964592","title":"AI算力致命伤！博通总监点名“三大瓶颈”，产能缺口恐持续至2027","subtitle":"","subtitle_show":0,"pub_time":1775373347800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769285","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AVGG":0.6,"AVGO":1.95,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"TSM":1.87},"rights":null},{"id":555131,"article_id":"2625645714","title":"AI需求持续支撑，Q1翻番后，三星Q2 DRAM价格再涨30%","subtitle":"","subtitle_show":0,"pub_time":1775373233000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769286","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SMSN.UK":2},"rights":null},{"id":555097,"article_id":"2625732648","title":"“网红芯片研究平台”SemiAnalysis遭“前核心员工”起诉：向客户推“重大非公开信息”，夹带“CEO私货”","subtitle":"","subtitle_show":0,"pub_time":1775361400000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769278","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"SOX":1.84},"rights":null},{"id":555094,"article_id":"2625648466","title":"伊拉克获豁免、法日船只相继通过，霍尔木兹通行量创战争以来新高","subtitle":"","subtitle_show":0,"pub_time":1775361123000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769281","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":555090,"article_id":"2625648507","title":"美国私募信贷基金“全行业踩踏危机”：如果无法赎回，“净值”究竟该是多少？","subtitle":"","subtitle_show":0,"pub_time":1775359085000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769277","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NAV":1},"rights":null},{"id":555087,"article_id":"2625485316","title":"下周重磅日程：特朗普再发“最后通牒”、中美通胀数据、三星与天孚通信业绩","subtitle":"","subtitle_show":0,"pub_time":1775358764000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769257","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300394":1.5,"EMXC":1.5},"rights":null},{"id":555082,"article_id":"2625961041","title":"自周三以来“未公开露面”！特朗普“一反常态”低调，周末“不停工作”连海湖庄园都不去了","subtitle":"","subtitle_show":0,"pub_time":1775355907000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769276","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":555079,"article_id":"2625610937","title":"周三演讲“效果不佳”、对“媒体报道”不满、对“战争后果”沮丧！特朗普正考虑“大规模改组”内阁","subtitle":"","subtitle_show":0,"pub_time":1775354598000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769274","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":555070,"article_id":"2625617056","title":"特朗普警告伊朗：还剩“48小时内”，伊朗军方回应“让侵略者付出代价”，战争升级至海湾“基础设施”？","subtitle":"","subtitle_show":0,"pub_time":1775352027000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769270","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"QMmain":2},"rights":null},{"id":555040,"article_id":"2624332690","title":"特朗普打的越猛，伊朗越强硬：霍尔木兹被推上谈判桌中央！","subtitle":"","subtitle_show":0,"pub_time":1775305056000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769266","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":555034,"article_id":"2624971646","title":"中东战火不断，美国非农还能撑多久？","subtitle":"","subtitle_show":0,"pub_time":1775301283000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769262","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"DUST":0.6,"GCmain":1.5,"MGCmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"SImain":1.5,"GDX":0.6,"GLD":0.6,"IAU":0.6,"NUGT":0.6},"rights":null},{"id":555030,"article_id":"2624769735","title":"霍尔木兹海峡持续松动：不止是阿曼、法国，日本、土耳其船都顺利通过","subtitle":"","subtitle_show":0,"pub_time":1775299837000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769261","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":555010,"article_id":"2624692513","title":"伊朗战火未平，海格塞斯突然清洗陆军高层，疑惧“被夺权”先下手为强","subtitle":"","subtitle_show":0,"pub_time":1775295647000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769259","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554995,"article_id":"2624699032","title":"前雷曼交易员：私募信贷是“这一周期的次贷”，远离“拥挤”的科技股，拥抱“稀缺”的资源股","subtitle":"","subtitle_show":0,"pub_time":1775291043000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769253","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"YMmain":2},"rights":null},{"id":554999,"article_id":"2624691879","title":"曾拒绝Ken Griffin、如今35岁掌管200亿美元，这位“做空狂人”让华尔街又爱又恨！","subtitle":"","subtitle_show":0,"pub_time":1775285923000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769252","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":554986,"article_id":"2624361696","title":"长达30年的法律保护失效！Meta和谷歌陷危机","subtitle":"","subtitle_show":0,"pub_time":1775283828600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769240","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.96,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"META":1.97,"MSFT":0.6,"NVDA":0.6,"TSLA":0.6,"USJW.SI":0.6},"rights":null},{"id":554983,"article_id":"2624950566","title":"Anthropic封堵“龙虾”：4月4日下午3点起，Claude 订阅账号额度无法用于OpenClaw","subtitle":"","subtitle_show":0,"pub_time":1775279485500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769246","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554989,"article_id":"2624469636","title":"网传OpenAI“股权结构表”：微软“130亿美元投资”已升至“2283亿美元”","subtitle":"","subtitle_show":0,"pub_time":1775279420000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769250","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPL":0.6,"AMZN":1.81,"GOOG":0.6,"META":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.94,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVDA":1.84,"SFTBY":1.87,"TSLA":0.6},"rights":null},{"id":554980,"article_id":"2624695055","title":"能源成本飙升，越南经济增长放缓至8%以下，“双位数目标”遭遇现实拦截","subtitle":"","subtitle_show":0,"pub_time":1775274987000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769251","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"KPHO":1.5,"VNAM":1.5,"VNM":1.5},"rights":null},{"id":554967,"article_id":"2624467693","title":"高盛对冲基金业务主管：对“多空”都没信心，但股市的全面考验还没来","subtitle":"","subtitle_show":0,"pub_time":1775273537500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769242","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":554964,"article_id":"2624693692","title":"全球原油库存何时“见底”，这是“停摆时刻表”","subtitle":"","subtitle_show":0,"pub_time":1775268293000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769243","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"JPMO":0.6},"rights":null},{"id":554961,"article_id":"2624698709","title":"停火斡旋陷僵局：伊朗拒绝与美方伊斯兰堡会面，卡塔尔退出调解","subtitle":"","subtitle_show":0,"pub_time":1775266349000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769228","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554936,"article_id":"2624662029","title":"偏鸽派的旧金山联储戴利“放鹰”：零就业增长未必意味着劳动力市场疲软","subtitle":"","subtitle_show":0,"pub_time":1775266153700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769236","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554952,"article_id":"2624984116","title":"美军一天内两架战机被击落，伊朗媒体称美方营救飞行员未能成功","subtitle":"","subtitle_show":0,"pub_time":1775265837000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769241","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554914,"article_id":"2624664305","title":"巴菲特的伯克希尔等更多险企入场，美国将霍尔木兹航运保险翻倍至400亿美元","subtitle":"","subtitle_show":0,"pub_time":1775264547000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769232","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BRK.B":1.89,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"CB":1.87},"rights":null},{"id":554909,"article_id":"2624458661","title":"华尔街想做SpaceX IPO大单？马斯克要求购买Grok","subtitle":"","subtitle_show":0,"pub_time":1775261117000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769230","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"DXYZ":1.81,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.82,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":554943,"article_id":"2624660366","title":"“卖出欧洲一切”！十年来第三大抛售潮，资金全线投降","subtitle":"","subtitle_show":0,"pub_time":1775260501000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769238","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554928,"article_id":"2624662753","title":"美国参议院针对沃什的美联储主席提名的听证会定于4月16日举行","subtitle":"","subtitle_show":0,"pub_time":1775254420000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769235","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"PBDC":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":554931,"article_id":"2624662766","title":"超预期非农打压降息预期，美债承压，美股指期货微跌，美元走强","subtitle":"","subtitle_show":0,"pub_time":1775253002000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769233","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FGBXmain":1.5,"MGCmain":1.5,"MTNmain":1.5,"MWNmain":1.5,"SImain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOVT":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UDN":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":554923,"article_id":"2624566250","title":"深耕AI硬件设备！Meta超级智能部门正在组建专属硬件团队","subtitle":"","subtitle_show":0,"pub_time":1775252135000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769234","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"META":2},"rights":null},{"id":554903,"article_id":"2624669685","title":"券商卖方研究佣金榜揭晓：颠覆的时代，来了！","subtitle":"","subtitle_show":0,"pub_time":1775239219000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769226","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554890,"article_id":"2624211665","title":"中东最大铝生产商：阿布扎比冶炼厂完全恢复产能或需一年","subtitle":"","subtitle_show":0,"pub_time":1775232226000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769225","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBB":1.5,"PICK":1.5,"XME":1.5},"rights":null},{"id":554871,"article_id":"2624665887","title":"上新一代销冠杀回来了，小鹏等不起的一仗","subtitle":"","subtitle_show":0,"pub_time":1775229286000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769223","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09868":1.98,"EVS.SI":0.6,"XPEG":0.6,"XPEV":1.98},"rights":null},{"id":554858,"article_id":"2624444663","title":"美国3月服务业PMI终值跌至49.8，2023年以来首陷萎缩","subtitle":"","subtitle_show":0,"pub_time":1775228522500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769221","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554852,"article_id":"2624638756","title":"支持率跌至33%创新低：经济阵痛拖累特朗普，共和党中期选举拉响警报","subtitle":"","subtitle_show":0,"pub_time":1775226403000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769220","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554849,"article_id":"1118493503","title":"美国服务业自2023年以来首现萎缩，标普全球3月服务业PMI终值跌至49.8","subtitle":"","subtitle_show":0,"pub_time":1775226088799,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554827,"article_id":"2624366896","title":"知名分析师：信贷周期已逆转，现金为王，黄金看到10000美元！","subtitle":"","subtitle_show":0,"pub_time":1775224513000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769218","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BAR":1.5,"BTGD":1.5,"CEF":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"FGDL":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GBUG":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"PICK":1.5,"RING":1.5,"SGOL":1.5,"UDN":1.5,"UGL":1.5,"USG":1.5,"UUP":1.5,"XME":1.5},"rights":null},{"id":554824,"article_id":"2624675668","title":"大宗商品、中国资产、消费复苏......美银：“4C”交易或成下半年最强风口！","subtitle":"","subtitle_show":0,"pub_time":1775224366000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769216","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"161715":1.5,"000979.SH":1.5},"rights":null},{"id":554814,"article_id":"2624650094","title":"自然堂再冲击IPO","subtitle":"","subtitle_show":0,"pub_time":1775222806000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769217","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SPCK":1.5,"SPCX":1.5},"rights":null},{"id":554756,"article_id":"2624657093","title":"越乱越赚！高频交易巨头XTX 2025年爆赚近40亿英镑，数学家创始人身家再飙升","subtitle":"","subtitle_show":0,"pub_time":1775222260800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769208","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.69,"ARTY":0.69,"CHAT":0.69},"rights":null},{"id":554787,"article_id":"2624965058","title":"反弹大超预期！美国3月非农新增就业17.8万人，创逾一年新高，失业率意外降至4.3% ！","subtitle":"","subtitle_show":0,"pub_time":1775220107000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769211","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"DUST":0.6,"GCmain":1.5,"MGCmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"SImain":1.5,"GDX":0.6,"GLD":0.6,"IAU":0.6,"NUGT":0.6},"rights":null},{"id":554729,"article_id":"2624365712","title":"气价飙升60%、下调增长预期，核能重启成德国最后“救命稻草”？","subtitle":"","subtitle_show":0,"pub_time":1775218949000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769205","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6,"NLR":1.5,"NUKZ":1.5,"SRUUF":1.5,"URA":1.5,"URAN":1.5,"URNM":1.5},"rights":null},{"id":554709,"article_id":"2624652563","title":"谁在接盘美债？","subtitle":"","subtitle_show":0,"pub_time":1775216088700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769199","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BITC":1.5,"BND":1.5,"BNDW":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"SCHO":1.5,"SGOV":1.5,"SHY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UFIV":1.5,"USHY":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"ZROZ":1.5},"rights":null},{"id":554619,"article_id":"2624655197","title":"特朗普“交易的艺术 ”，为何在伊朗问题上失灵了？","subtitle":"","subtitle_show":0,"pub_time":1775215386700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769184","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BZmain":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":554671,"article_id":"2624659459","title":"忽略土耳其“卖金”噪音，流动性扰动接近尾声，黄金避险回归在即！","subtitle":"","subtitle_show":0,"pub_time":1775210313500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769186","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01787":2,"01818":2,"02099":2,"02303":2,"02899":2,"03330":2,"03939":2,"06181":2,"06693":2,"AEM":2,"AU":2,"B":2,"CDE":2,"EGO":2,"EQX":2,"GCmain":2,"GFI":2,"GLD":2,"HL":2,"HMY":2,"IAU":2,"KGC":2,"NEM":2,"PAmain":2,"PLmain":2,"RGLD":2,"UGL":2,"USAU":2,"VGZ":2,"XAUUSD.FOREX":2},"rights":null},{"id":554616,"article_id":"2624555586","title":"说要聚焦“核心产品”的OpenAI，却买下科技脱口秀节目","subtitle":"","subtitle_show":0,"pub_time":1775208455600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769189","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554647,"article_id":"2624655022","title":"不动武力，只靠外交，英法能打开霍尔木兹海峡？","subtitle":"","subtitle_show":0,"pub_time":1775205952000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769192","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554606,"article_id":"2624558556","title":"一艘法籍集装箱船驶出霍尔木兹海峡，或为伊朗战争以来西欧船只首次通过","subtitle":"","subtitle_show":0,"pub_time":1775202938000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769187","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554597,"article_id":"2624653406","title":"土耳其两周抛售118吨黄金，价值近200亿美元","subtitle":"","subtitle_show":0,"pub_time":1775202805000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769182","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"BTGD":1.5,"CEF":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":554571,"article_id":"2624309658","title":"欧洲正在为最坏情况做准备：能源可能真不够用","subtitle":"","subtitle_show":0,"pub_time":1775198683000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769179","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":554528,"article_id":"2624637233","title":"科威特一核心炼油厂遭袭，多处设施起火","subtitle":"","subtitle_show":0,"pub_time":1775194811000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769173","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554491,"article_id":"2624309632","title":"石油危机五十年：六轮中东冲突如何重塑油价、通胀与市场交易逻辑","subtitle":"","subtitle_show":0,"pub_time":1775191234000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769167","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BZmain":2,"CLmain":2},"rights":null},{"id":554880,"article_id":"2624665529","title":"\"新美联储通讯社\"：就业超预期增长暂解美联储两难，市场削减降息押注","subtitle":"","subtitle_show":0,"pub_time":1775190869000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769224","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"GBIL":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":1.5,"JPST":1.5,"KBE":1.5,"LQD":1.5,"MINT":1.5,"MUB":1.5,"SCHO":1.5,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"TBIL":1.5,"TBT":1.5,"TIP":1.5,"TLH":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"TYO":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"USHY":1.5,"UUP":1.5,"VCIT":1.5,"VCSH":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"ZROZ":1.5},"rights":null},{"id":554511,"article_id":"2624363223","title":"2.2万家门店的鸣鸣很忙，还缺一道开店之外的增长证明","subtitle":"","subtitle_show":0,"pub_time":1775190346000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769171","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01768":1.5},"rights":null},{"id":554487,"article_id":"2624463237","title":"伊朗战争之后，世界从此不一样了","subtitle":"","subtitle_show":0,"pub_time":1775189141000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769162","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ERX":0.9,"HUDAU":0.9,"OIH":0.9,"OILT":0.9,"OILU":0.9,"VDE":0.9,"XLE":0.9,"XOP":0.9},"rights":null},{"id":554463,"article_id":"2624715634","title":"韩国总统呼吁国民“节约每一滴燃料”，“乘坐公共交通应对能源危机”","subtitle":"","subtitle_show":0,"pub_time":1775187933000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769169","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":0.9},"rights":null},{"id":554332,"article_id":"2624456639","title":"全球央行“囤金时代”结束了吗？","subtitle":"","subtitle_show":0,"pub_time":1775186369100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769160","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"02259":2,"GCmain":2,"MGCmain":2},"rights":null},{"id":554366,"article_id":"2624501631","title":"A股三大股指全线转跌，沪指再失守3900点，算力硬件爆发、CPO全线大涨，油气、煤炭集体调整","subtitle":"","subtitle_show":0,"pub_time":1775183303000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769166","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":1.88,"399006":1.91,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001":1.97,"000300.SH":0.6,"000688.SH":0.6,"000820":1.85,"000905.SH":0.6},"rights":null},{"id":554352,"article_id":"2624325631","title":"Anthropic“风头正劲”，OpenAI已经“动作变形”了？","subtitle":"","subtitle_show":0,"pub_time":1775182612000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769159","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554356,"article_id":"2624863156","title":"中国3月服务业PMI回落至52.1，国内需求支撑扩张延续","subtitle":"","subtitle_show":0,"pub_time":1775182349000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769163","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554272,"article_id":"2624365016","title":"特朗普“重组”内阁：国土安全部长和司法部长换人后，下一个轮到商务部长卢特尼克了？","subtitle":"","subtitle_show":0,"pub_time":1775177402000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769156","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DJT":2,"TRUMP.USD.CC":2},"rights":null},{"id":554259,"article_id":"2624636320","title":"霍尔木兹海峡现“新迹象”：400万桶原油、首艘LNG船“似乎”已通过，且走靠近阿曼海岸的“南线”","subtitle":"","subtitle_show":0,"pub_time":1775176966000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769154","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":554196,"article_id":"2624854504","title":"miss二连！特斯拉Q1交付量不及预期，股价收跌超5%","subtitle":"","subtitle_show":0,"pub_time":1775168646600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769120","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09766":2,"TSLA":2,"TSLL":2},"rights":null},{"id":554188,"article_id":"2624687327","title":"报道：SpaceX的IPO目标估值超2万亿美元，仅低于标普500中五家企业","subtitle":"","subtitle_show":0,"pub_time":1775162940000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769142","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DXYZ":2,"VCX":2},"rights":null},{"id":553855,"article_id":"2624137685","title":"科技基础设施成“新战场”，伊朗再袭亚马逊中东数据中心","subtitle":"","subtitle_show":0,"pub_time":1775148664000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769136","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.98,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"USAW.SI":0.6},"rights":null},{"id":553843,"article_id":"2624855896","title":"伊朗与阿曼起草协议共管霍尔木兹，阿联酋称愿参与海峡航道安全保障","subtitle":"","subtitle_show":0,"pub_time":1775147685000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769135","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":553813,"article_id":"2624683670","title":"DRAM价格翻番，三星和SK海力士Q1利润也有望翻番!","subtitle":"","subtitle_show":0,"pub_time":1775146048000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769133","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5},"rights":null},{"id":553802,"article_id":"2624543683","title":"伊朗战事重创对冲基金，Millennium、Balyasny等巨头回吐年初涨幅","subtitle":"","subtitle_show":0,"pub_time":1775145823000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769134","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CTA":1},"rights":null},{"id":553764,"article_id":"2624889026","title":"穆迪预警：垃圾贷款“最后防线”正在失守，保护条款名存实亡","subtitle":"","subtitle_show":0,"pub_time":1775143936000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769131","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MCO":1.5},"rights":null},{"id":553760,"article_id":"2624688905","title":"股债预期“大打架”：股市押注增长放缓，债市却在严防通胀飙升","subtitle":"","subtitle_show":0,"pub_time":1775143899000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769126","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03141":1.5,"09141":0.6},"rights":null},{"id":553707,"article_id":"2624500926","title":"算力告急！SemiAnalysis深度解读：从GPU到内存再到光纤，AI供应链全线紧绷价格齐头并进","subtitle":"","subtitle_show":0,"pub_time":1775142594300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769129","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":553610,"article_id":"2624078265","title":"市场反弹失败，技术面接下来怎么办？","subtitle":"","subtitle_show":0,"pub_time":1775139450000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769124","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.87,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1.95,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":553275,"article_id":"2624361501","title":"央行黄金购买：一个时代的终结？","subtitle":"","subtitle_show":0,"pub_time":1775138606000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769115","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01787":2,"01818":2,"02099":2,"02303":2,"02899":2,"03330":2,"03939":2,"06181":2,"06693":2,"AEM":2,"AU":2,"B":2,"CDE":2,"DPST":2,"EGO":2,"EQX":2,"FAS":2,"FAZ":2,"FTXO":2,"GCmain":2,"GFI":2,"GLD":2,"HL":2,"HMY":2,"IAT":2,"IAU":2,"IXG":2,"KBE":2,"KBWB":2,"KGC":2,"KRE":2,"NEM":2,"PAmain":2,"PLmain":2,"RGLD":2,"UGL":2,"USAU":2,"VGZ":2,"XAUUSD.FOREX":2,"XLF":2},"rights":null},{"id":553488,"article_id":"2624217504","title":"“原油交易之神”回归！Andurand押注中东供应冲击，一季度旗舰基金狂飙31%","subtitle":"","subtitle_show":0,"pub_time":1775138211300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769121","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"ERX":1.5,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":553432,"article_id":"2624450419","title":"赎回压力测试私募信贷：阿波罗力挺，称“市场只是短期错配”","subtitle":"","subtitle_show":0,"pub_time":1775136134000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769122","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDC":1},"rights":null},{"id":553285,"article_id":"2624149501","title":"赎回请求高达41%！Blue Owl紧急“限闸”，私募信贷流动性焦虑升温","subtitle":"","subtitle_show":0,"pub_time":1775134349000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769118","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDC":1},"rights":null},{"id":553222,"article_id":"2624509734","title":"亚洲最大财险集团业绩说明会：谈及高股息投资策略，直面利差损风险","subtitle":"","subtitle_show":0,"pub_time":1775133227000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769116","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159207":1.5},"rights":null},{"id":553105,"article_id":"2624505760","title":"报道：OPEC+周日会议或增产，以对霍尔木兹海峡极端波动","subtitle":"","subtitle_show":0,"pub_time":1775132889000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769108","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"QMmain":2},"rights":null},{"id":553111,"article_id":"2624505275","title":"油价涨到多少，会触发市场系统性风险？","subtitle":"","subtitle_show":0,"pub_time":1775132887100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769106","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00386":2,"00857":2,"00883":2,"BKR":2,"BP":2,"BZmain":2,"CLmain":2,"COP":2,"CVX":2,"DVN":2,"EQNR":2,"HAL":2,"INDO":2,"MPC":2,"MUR":2,"OXY":2,"PBF":2,"PBR":2,"PSX":2,"SHEL":2,"SLB":2,"USEG":2,"VLO":2,"XOM":2},"rights":null},{"id":553200,"article_id":"2624509652","title":"极端油价 VS 极端波动率，哪一个先崩？","subtitle":"","subtitle_show":0,"pub_time":1775132516000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769110","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"ERX":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"VS":1.5},"rights":null},{"id":553114,"article_id":"2624850509","title":"瑞银：光纤涨价潮已蔓延至全球范围","subtitle":"","subtitle_show":0,"pub_time":1775130663000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769111","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CYB":0.6,"CNHmain":0.9,"MCNHmain":0.9,"MUCmain":0.9,"UCmain":0.9,"UBS":0.75},"rights":null},{"id":553042,"article_id":"2624503024","title":"出口能力削减五分之一！报道：乌克兰无人机精准打击下，俄油被迫减产","subtitle":"","subtitle_show":0,"pub_time":1775129189500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769105","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DBO":0.9,"DDG":0.6,"DUG":0.9,"DWT":0.6,"ERX":0.9,"BZmain":0.6,"CLmain":0.87,"MCLmain":0.8,"QMmain":0.87,"OIH":0.9,"OILT":0.9,"OILU":0.9,"SCO":0.87,"UCO":0.87,"USO":0.9,"VDE":0.9,"XLE":0.9,"XOP":0.9},"rights":null},{"id":553039,"article_id":"2624020503","title":"国内第三大晶圆代工厂——晶合集成拟赴港上市，355亿押注28纳米！","subtitle":"","subtitle_show":0,"pub_time":1775128972000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769099","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688249":1.5},"rights":null},{"id":553060,"article_id":"2624844505","title":"中信建投业绩说明会3000字实录：谈及自营投资、投行战略和国际化布局","subtitle":"","subtitle_show":0,"pub_time":1775128906000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769107","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601066":1.5},"rights":null},{"id":552892,"article_id":"2624570764","title":"中东战争升级，黄金却再度暴跌，避险之王何时回归？","subtitle":"","subtitle_show":0,"pub_time":1775125903000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769098","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"1OZmain":2,"GCmain":2,"MGC2602":2,"MGCmain":2,"XAUUSD.FOREX":2},"rights":null},{"id":552527,"article_id":"2624571149","title":"滞胀交易回归！市场被特朗普一句话打醒：停止幻想，战争没那么快结束！","subtitle":"","subtitle_show":0,"pub_time":1775123345900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769087","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":552725,"article_id":"2624572227","title":"报道：伊拉克开始经由叙利亚出口石油","subtitle":"","subtitle_show":0,"pub_time":1775121648000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769091","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":552685,"article_id":"2624572349","title":"零跑重回新势力的王座","subtitle":"","subtitle_show":0,"pub_time":1775121414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769095","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":552461,"article_id":"2624579266","title":"伊朗战争初期就被“挨打”：多家顶级能源交易商船只被困、衍生品亏损","subtitle":"","subtitle_show":0,"pub_time":1775117610000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769085","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":552458,"article_id":"2624579462","title":"市占率第一、营收1亿：光芯片独角兽曦智科技带着“冰与火”赴港递表","subtitle":"","subtitle_show":0,"pub_time":1775117205000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769090","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000756":1.62,"00700":1.6,"00719":1.62,"01879":1.66,"09888":1.58,"BIDU":1.58,"COHR":1.61,"LITE":1.65,"TCEHY":1.6},"rights":null},{"id":552404,"article_id":"2624576172","title":"后巴菲特时代首笔日元债发行！伊朗战争之下，伯克希尔仍出手","subtitle":"","subtitle_show":0,"pub_time":1775115641000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769076","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BRK.A":1.96,"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6},"rights":null},{"id":552378,"article_id":"2624576915","title":"回应特朗普？35国将开会讨论恢复霍尔木兹海峡通航","subtitle":"","subtitle_show":0,"pub_time":1775114856000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769084","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159230":1.5},"rights":null},{"id":552302,"article_id":"2624057592","title":"中国互联网巨头深度调整后，高盛仍看好这三大板块","subtitle":"","subtitle_show":0,"pub_time":1775112920000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769080","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":552101,"article_id":"2624101520","title":"彻底绕开霍尔木兹海峡！海湾国家正考虑修建新管道","subtitle":"","subtitle_show":0,"pub_time":1775112829700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769069","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":552238,"article_id":"2624732565","title":"报道：特朗普层考虑解雇美司法部长","subtitle":"","subtitle_show":0,"pub_time":1775112773000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769071","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":552218,"article_id":"2624573430","title":"霍尔木兹主航道被堵，船只批量改道伊朗拉腊克岛\"缴费通行\"","subtitle":"","subtitle_show":0,"pub_time":1775112323000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769081","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2,"QMmain":2,"USO":2},"rights":null},{"id":552241,"article_id":"2624857325","title":"伊朗：美以对伊朗能力一无所知，将战至敌人投降","subtitle":"","subtitle_show":0,"pub_time":1775112232000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769073","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":552182,"article_id":"2624578762","title":"“百镜大战”中的突围：XREAL递表港股，AR眼镜迎来“盈利试金石”","subtitle":"","subtitle_show":0,"pub_time":1775111025000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769078","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AR":1.5,"METV":1.5,"VXUS":1.5},"rights":null},{"id":552185,"article_id":"2624157876","title":"高油价点火，美国通胀冲向4%关口！","subtitle":"","subtitle_show":0,"pub_time":1775110777000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769075","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BAC":0.9},"rights":null},{"id":552134,"article_id":"2624578350","title":"航空航天密集事件！美国执行载人绕月任务、中国卫星“雄安一号”蓄势待发","subtitle":"","subtitle_show":0,"pub_time":1775109805000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769070","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159227":1.5,"600118":1.5,"DFEN":1.5,"PPA":1.5,"UFO":1.5},"rights":null},{"id":552104,"article_id":"2624352043","title":"应对中东经济冲击，三大国际组织宣布：成立协调小组！","subtitle":"","subtitle_show":0,"pub_time":1775107304000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769067","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":554383,"article_id":"2624552742","title":"阿里、腾讯的AI变现能力，被市场低估了","subtitle":"","subtitle_show":0,"pub_time":1775106576000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769059","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.95,"09988":1.95,"BABA":1.95,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"HTCD.SI":0.6,"KBAB":0.6,"TCEHY":1.95},"rights":null},{"id":552006,"article_id":"2624852203","title":"“大模型聚合平台”OpenRouter洽谈新一轮融资，估值接近13亿美元","subtitle":"","subtitle_show":0,"pub_time":1775102943000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769050","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOOG":0.67,"USJW.SI":0.6},"rights":null},{"id":551975,"article_id":"2624659522","title":"全球第四大汽车集团斯特兰蒂斯与零跑洽谈合作造车，盘活加拿大闲置工厂","subtitle":"","subtitle_show":0,"pub_time":1775102566000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769056","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":551794,"article_id":"2624521690","title":"美股下跌能抄底了吗？美银：情绪指标远未到“买入”信号","subtitle":"","subtitle_show":0,"pub_time":1775098857600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769053","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1.92,"ACWI":0.6,"ALLW":0.6,"BAC":1.91,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"FAZ":0.72,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"HIBL":0.6,"IVE":0.6,"IVOO":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SDS":0.6,"SH":0.6,"SPDN":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.92,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XYLD":0.6},"rights":null},{"id":551650,"article_id":"2624884529","title":"特朗普讲话“没有明确降温信号”，令市场“很失望”","subtitle":"","subtitle_show":0,"pub_time":1775095312000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769054","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":551688,"article_id":"2624852983","title":"AH股齐跌：创业板跌1%，油气股逆势拉升，恒科指跌超1%，AI大模型股重挫、智谱跌15%","subtitle":"","subtitle_show":0,"pub_time":1775095223000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769055","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":1.93,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001":1.9,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"02513":1.92,"BNO":1.84,"HSTECHF":1.89},"rights":null},{"id":551475,"article_id":"2624523334","title":"特朗普即将发表讲话，美股首度“两连涨”，黄金已“四连涨”，华尔街FOMO了","subtitle":"","subtitle_show":0,"pub_time":1775090783200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769043","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":1.5,"BTGD":1.5,"CEF":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"FAZ":1.5,"FOMO":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"SGOL":1.5,"UGL":1.5,"USG":1.5,"XME":1.5},"rights":null},{"id":551472,"article_id":"2624552333","title":"Anthropic高管：Cowork Agent的潜力超过Claude Code","subtitle":"","subtitle_show":0,"pub_time":1775089596000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769048","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":551460,"article_id":"2624528497","title":"历史首位“出席高院庭审的在任美国总统”！特朗普大概率输掉“出生公民权”之争","subtitle":"","subtitle_show":0,"pub_time":1775088654000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769045","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":551295,"article_id":"2624542976","title":"标普500指数的“战时模式”：周初涨，然后横盘，周四周五开跌","subtitle":"","subtitle_show":0,"pub_time":1775080256000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769035","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.96,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"ESmain":0.6,"MESmain":0.6,"GPIX":0.6,"HIBL":0.6,"IVE":0.6,"IVOO":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SDS":0.6,"SH":0.6,"SPDN":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYV":0.6,"SSO":0.6,"UPRO":0.6,"VEU":0.6,"VOOG":0.6,"VTI":0.6,"VTV":0.6,"XDTE":0.6,"XYLD":0.6},"rights":null},{"id":551265,"article_id":"2624440445","title":"6亿美元OpenAI股份在二级市场无人问津，Anthropic股份疯抢","subtitle":"","subtitle_show":0,"pub_time":1775078833000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769034","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":551164,"article_id":"2624546909","title":"报道称美军将在中东部署A-10攻击机规模翻倍，美股收窄涨幅","subtitle":"","subtitle_show":0,"pub_time":1775070717000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769032","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":551180,"article_id":"2624454987","title":"伊总统致美民众公开信：美国俨然以色列代理，伊朗对别国并无敌意、绝非发动战争","subtitle":"","subtitle_show":0,"pub_time":1775068775000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769031","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":551015,"article_id":"2624251035","title":"警报升级！英国央行：AI 部署速度或失控，恐诱发私募信贷市场系统性冲击","subtitle":"","subtitle_show":0,"pub_time":1775059058000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769028","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"EWU":1.5},"rights":null},{"id":550907,"article_id":"2624512096","title":"受中东局势影响，美国房贷利率攀升至6.57%创七个月新高，再融资活动大幅萎缩","subtitle":"","subtitle_show":0,"pub_time":1775056605000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769025","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"162717":1.5},"rights":null},{"id":550839,"article_id":"2624512675","title":"一季度全球并购突破1.2万亿美元！AI 狂潮重塑版图，交易额逆势大涨26%","subtitle":"","subtitle_show":0,"pub_time":1775055735900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769023","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":550842,"article_id":"2624674512","title":"4美元红线失守！全美油价重回2022年高点，成了特朗普停战的“催化剂”？","subtitle":"","subtitle_show":0,"pub_time":1775055566000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769020","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"UDN":1.5,"UUP":1.5,"VDE":1.5},"rights":null},{"id":550836,"article_id":"2624351267","title":"盘初重挫14%，耐克预警2026年营收下滑，中东局势与高通胀拖累复苏进程","subtitle":"","subtitle_show":0,"pub_time":1775055555000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769021","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"NKE":1.5},"rights":null},{"id":551481,"article_id":"2624519705","title":"AI战略掉队、接班人不明，股价今年已跌近 7%……苹果面临50周年的“五大灵魂拷问”","subtitle":"","subtitle_show":0,"pub_time":1775053927900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769014","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":2.1,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6},"rights":null},{"id":550280,"article_id":"2624182405","title":"SemiAnalysis 重磅拆解：Blackwell架构全细节，英伟达从未公开的秘密","subtitle":"","subtitle_show":0,"pub_time":1775049736000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769003","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":null},{"id":550574,"article_id":"2624519909","title":"从减肥药加码睡眠障碍！礼来拟以最高78亿美元收购Centessa，进军发作性睡病及觉醒障碍治疗领域","subtitle":"","subtitle_show":0,"pub_time":1775049617000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769013","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ALKS":1.75,"CNTA":1.89,"ELIL":0.6,"ELIS":0.6,"LLII":0.6,"LLY":1.98,"LLYX":0.6,"LLYZ":0.6},"rights":null},{"id":550505,"article_id":"2624509516","title":"警报升级！IEA：4月石油损失将是3月的两倍，冲击规模超过历史上三次危机总和","subtitle":"","subtitle_show":0,"pub_time":1775049186000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769009","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"IEA":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":550560,"article_id":"2624151955","title":"全球奢侈品寒冬悄然来临，LVMH季度跌幅创互联网泡沫破裂以来之最","subtitle":"","subtitle_show":0,"pub_time":1775049145000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769007","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159792":1.5,"160636":1.5},"rights":null},{"id":550295,"article_id":"2624133235","title":"做空之王“浑水”转战信用债，CEO押注AI将引发大面积裁员与违约潮","subtitle":"","subtitle_show":0,"pub_time":1775047222600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3769005","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":550206,"article_id":"2624951835","title":"华尔街评智谱财报：ARR爆发是最大惊喜，Token量价齐升意味已有实质定价权","subtitle":"","subtitle_show":0,"pub_time":1775043325000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3769002","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02513":1.5,"ARR":1.5,"FAZ":1.5},"rights":null},{"id":550174,"article_id":"2624590412","title":"叙事驱动一切，中国AI新贵进入极端波动时代，散户疯狂涌入！","subtitle":"","subtitle_show":0,"pub_time":1775042602000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768997","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":550025,"article_id":"2624959227","title":"内存价格追踪：DDR3稳定上涨，DDR4/DDR5价格高企，需求疲软","subtitle":"","subtitle_show":0,"pub_time":1775040151000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768994","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHAT":0.66},"rights":null},{"id":549928,"article_id":"2624759497","title":"“大多头”Tom Lee：美股往往在战争初期见底，本轮调整已接近尾声","subtitle":"","subtitle_show":0,"pub_time":1775039450000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768992","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":550126,"article_id":"2624977835","title":"素人正在AI短剧狂飙中“失陷”","subtitle":"","subtitle_show":0,"pub_time":1775038916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768998","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":549798,"article_id":"2624804599","title":"创新药时隔半年再爆发，龙头进入密集收获期，盈利拐点来了吗？","subtitle":"","subtitle_show":0,"pub_time":1775034864000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768985","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159992":1.5,"06978":1.5},"rights":null},{"id":549697,"article_id":"2624197595","title":"高盛：中东冲突引发铝市今年短缺，但供给回归后，明年将出现大幅过剩","subtitle":"","subtitle_show":0,"pub_time":1775034438900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768989","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AA":0.6},"rights":null},{"id":549706,"article_id":"2624259576","title":"美欧日国债全线上扬，市场猜测伊朗战争或将很快结束","subtitle":"","subtitle_show":0,"pub_time":1775033555100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768991","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":2,"BND":2,"BOXX":2,"EDV":2,"ESmain":2,"GOVT":2,"HYG":2,"IEF":2,"NQmain":2,"QQQ":2,"SCHO":2,"SGOV":2,"SHV":2,"SHY":2,"SQQQ":2,"TBT":2,"TLH":2,"TLT":2,"TLTW":2,"TMF":2,"TMV":2,"TQQQ":2,"UBT":2,"VGIT":2,"VGLT":2,"VGSH":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":549691,"article_id":"2624184595","title":"卡塔尔北部海岸附近，一艘油轮遭导弹袭击","subtitle":"","subtitle_show":0,"pub_time":1775032488000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768988","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":549658,"article_id":"2624958085","title":"美军向中东大举增兵，第82空降师已抵达！ “布什”号出发，三航母态势渐成，鲁比奥：已见战事\"终点线\"！","subtitle":"","subtitle_show":0,"pub_time":1775031769000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768987","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":549632,"article_id":"2624593226","title":"53年来首次，美国计划4月2日发射载人绕月飞船","subtitle":"","subtitle_show":0,"pub_time":1775031418000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768986","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"NASA":1,"TLI":1},"rights":null},{"id":549464,"article_id":"2624560579","title":"\"一个时代落幕了\"，马斯克：Model S和Model X的定制订单已结束","subtitle":"","subtitle_show":0,"pub_time":1775029005700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768979","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.98,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":549506,"article_id":"2624983575","title":"中东断供冲击亚洲，菲律宾、韩国等亚洲多国紧急转向俄罗斯石油","subtitle":"","subtitle_show":0,"pub_time":1775028654000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768965","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":549500,"article_id":"2624560787","title":"股价上演“过山车”，拉普拉斯澄清：未取得特斯拉百亿光伏订单","subtitle":"","subtitle_show":0,"pub_time":1775028475000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768971","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688726":1.98,"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.87,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":549486,"article_id":"2624560499","title":"不是美债！战火之下，全球唯一避风港竟是中国国债！","subtitle":"","subtitle_show":0,"pub_time":1775028168000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768976","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":0.6,"LQD":1.5,"MINT":1.5,"MUB":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBT":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5},"rights":null},{"id":549360,"article_id":"2624564772","title":"美股3月收官日大涨，分析师直言\"这波反弹不值得相信\"","subtitle":"","subtitle_show":0,"pub_time":1775023540000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768967","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DUG":0.67,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.9,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"VOO":0.67},"rights":null},{"id":549357,"article_id":"2624647035","title":"中东战事期间重挫12%！渣打：金价暴跌是“假摔”，后市将再破纪录","subtitle":"","subtitle_show":0,"pub_time":1775023533000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768962","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02888":1.5,"03143":0.6,"AAAU":1.5,"BTGD":1.5,"CEF":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"MGCmain":1.5,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GDXU":1.5,"GDXY":1.5,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"OUNZ":1.5,"PALL":1.5,"PHYS":1.5,"SGOL":1.5,"STAN.UK":0.6,"UGL":1.5,"USG":1.5},"rights":null},{"id":549365,"article_id":"2624956405","title":"高油价“助燃”可再生能源，美国光伏股“涨势喜人”","subtitle":"","subtitle_show":0,"pub_time":1775023390000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768961","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ICLN":0.75},"rights":null},{"id":549315,"article_id":"2624561224","title":"霸王茶姬终到“补课”时：年内指引同比持平，“稳同店”为重中之重","subtitle":"","subtitle_show":0,"pub_time":1775021283000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768964","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CHA":1.98},"rights":null},{"id":549215,"article_id":"2624566424","title":"摩根大通谈隔夜美股大涨：这不过是超卖后的战术性反弹","subtitle":"","subtitle_show":0,"pub_time":1775018735000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768956","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":549219,"article_id":"2624566420","title":"台积电计划2028年开始在日本生产3纳米芯片","subtitle":"","subtitle_show":0,"pub_time":1775017888300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768958","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSM":2},"rights":null},{"id":549222,"article_id":"2624202566","title":"通胀真的来了！能源价格推动，欧洲CPI创四年最快增速","subtitle":"","subtitle_show":0,"pub_time":1775016537000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768953","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6,"VGK":0.89},"rights":null},{"id":549126,"article_id":"2624565343","title":"存储暴跌之后，关注有望扭转市场情绪的“三大催化剂”","subtitle":"","subtitle_show":0,"pub_time":1775013580700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768943","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CHAT":0.68},"rights":null},{"id":549102,"article_id":"2624856345","title":"“HBM之父”预言AI架构颠覆：内存将取代GPU成为核心","subtitle":"","subtitle_show":0,"pub_time":1775012539000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768952","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":549006,"article_id":"2624550721","title":"AH股集体上涨：沪指涨1%，算力硬件爆发，恒指涨2%，科网股普遍反弹","subtitle":"","subtitle_show":0,"pub_time":1775008218000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768946","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"513600":0.6,"515890":0.6,"000001":1.95,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"00700":1.85,"02833":0.6,"HHImain":0.6,"MCHmain":0.6,"HSI":1.96,"HSTECH":1.96,"TCEHY":1.85},"rights":null},{"id":548980,"article_id":"2624218550","title":"硬核拆解宇树G1机器人：毛利率超40%，供应链全曝光，护城河在于顶尖运控算法","subtitle":"","subtitle_show":0,"pub_time":1775008128000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768947","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ROBO":1.5},"rights":null},{"id":548911,"article_id":"2624259557","title":"Citadel明星分析师：理解伊朗战争，“跟踪军队，而非推特”","subtitle":"","subtitle_show":0,"pub_time":1775006123000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768937","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TWTR":1.5},"rights":null},{"id":548893,"article_id":"2624991557","title":"美防长称当前“首要任务”是寻求协议结束伊朗战事，此后特朗普将就北约的未来作出决定","subtitle":"","subtitle_show":0,"pub_time":1775005407000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768935","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":548872,"article_id":"2624557857","title":"狂买黄金后，“稳定币老大”Tether突然解雇2位黄金交易员，距离从汇丰挖来“仅数月”","subtitle":"","subtitle_show":0,"pub_time":1775004197000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768934","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"CCUP":0.6,"CRCA":0.6,"CRCD":0.6,"CRCG":0.6,"CRCO":0.6,"SGCmain":0.6,"SGUmain":0.6,"GLD":0.6,"HSBH":0.6,"ICRC":0.6,"NUGT":0.6},"rights":null},{"id":548819,"article_id":"2624552938","title":"美伊停战信号提振市场，亚太股市集体高开，日股大涨3%，韩股触发熔断","subtitle":"","subtitle_show":0,"pub_time":1775003198000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768936","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXJ":1.5,"EWJ":1.5,"EWY":1.5,"FLKR":1.5,"KORU":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":548600,"article_id":"2624555811","title":"联合国预计：伊朗战争或对阿拉伯国家造成近2000亿美元经济损失","subtitle":"","subtitle_show":0,"pub_time":1774992497000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768927","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GCC":1,"GDP":1},"rights":null},{"id":548566,"article_id":"2624535365","title":"欧央行行长与美财长G7会议上交锋！拉加德质疑贝森特对伊朗战争影响过于乐观","subtitle":"","subtitle_show":0,"pub_time":1774991372000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768926","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":548294,"article_id":"2624535116","title":"债市持续预警！美国垃圾债遭遇2022年以来最差季度，科技债深陷AI“颠覆恐慌”","subtitle":"","subtitle_show":0,"pub_time":1774972758000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768920","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":548235,"article_id":"2623533414","title":"美股IPO市场陷入“战时停滞”：全村的希望都在SpaceX的750亿美元上市？","subtitle":"","subtitle_show":0,"pub_time":1774970956000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768910","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UFO":0.6,"XOVR":1.5},"rights":null},{"id":548232,"article_id":"2623334155","title":"欧盟警告：伊朗局势可能导致能源“长期中断”，成员国需做好准备","subtitle":"","subtitle_show":0,"pub_time":1774970942000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768869","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"FESXmain":1.5,"FSXEmain":1.5},"rights":null},{"id":548238,"article_id":"2623334905","title":"华尔街情绪已达极端恐惧！高盛专家：即便特朗普暗示停战，我依然对“做多”感到不安","subtitle":"","subtitle_show":0,"pub_time":1774970930000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768912","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5,"GSX":0.6},"rights":null},{"id":548217,"article_id":"2623533903","title":"史诗级泄露！51.2万行，Claude Code源代码开源了！","subtitle":"","subtitle_show":0,"pub_time":1774970608000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768915","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.67,"AI":0.67,"AIPO":0.67,"AIYY":0.6,"CHAT":0.67},"rights":null},{"id":547803,"article_id":"2623740584","title":"消费者正在悄然抛弃谷歌？高盛：AI成购物新入口，零售业格局或将重塑","subtitle":"","subtitle_show":0,"pub_time":1774969869200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768905","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GOOG":2},"rights":null},{"id":548173,"article_id":"2623538021","title":"如祺出行2025收入翻倍，利润改善靠的是砍费用","subtitle":"","subtitle_show":0,"pub_time":1774969653000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768914","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09680":1.5},"rights":null},{"id":548136,"article_id":"2623538804","title":"美国2月JOLTS职位空缺降至688.2万人，招聘率创6年新低，裁员率小幅上升","subtitle":"","subtitle_show":0,"pub_time":1774967875000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768913","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":547885,"article_id":"2623745582","title":"伊朗局势引爆德国能源危机，5月电价飙升至法国4倍，创历史最高价差","subtitle":"","subtitle_show":0,"pub_time":1774964134000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768908","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6},"rights":null},{"id":547890,"article_id":"2623258202","title":"钉钉的悟空，有了金箍棒","subtitle":"","subtitle_show":0,"pub_time":1774963783000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768906","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"89988":0.6,"09988":1.88,"BABA":1.88,"ALBmain":0.6,"HBBD.SI":0.6},"rights":null},{"id":547842,"article_id":"2623582976","title":"扭亏为盈！国内存储巨头德明利：预计Q1净利润最高达36.5亿元，为去年全年五倍 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774963520000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768907","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"001309":1.5},"rights":null},{"id":547800,"article_id":"2623584747","title":"黄仁勋再落一子！英伟达20亿美元入股Marvell，助力5G/6G网络AI融合","subtitle":"","subtitle_show":0,"pub_time":1774963492200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768904","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MRVL":2,"NVDA":2},"rights":null},{"id":547725,"article_id":"2623581045","title":"英伟达估值创七年新低：市场正在系统性低估AI最大赢家？","subtitle":"","subtitle_show":0,"pub_time":1774962751200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768893","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NVDA":2},"rights":null},{"id":547499,"article_id":"2623586883","title":"通胀还是衰退？美债市场陷入两难！","subtitle":"","subtitle_show":0,"pub_time":1774960853200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768884","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":0.6,"LQD":1.5,"MINT":1.5,"MUB":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBT":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5},"rights":null},{"id":547533,"article_id":"2623586300","title":"欧元区3月通胀率飙升至2.5%，创2022年来最大涨幅，加息预期强烈升温","subtitle":"","subtitle_show":0,"pub_time":1774957763000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768885","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":547257,"article_id":"2623377588","title":"大摩：旧内存估值下修不可避免，AI时代，“用不起”已成核心约束","subtitle":"","subtitle_show":0,"pub_time":1774956029400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768875","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":547438,"article_id":"2623858715","title":"阳光电源2025年营收增长15%，净利润增长22%，储能和逆变器业务全球份额持续扩大","subtitle":"","subtitle_show":0,"pub_time":1774956005000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768882","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300274":1.5},"rights":null},{"id":547354,"article_id":"2623921583","title":"腾讯“龙虾系”开始大举招兵买马","subtitle":"","subtitle_show":0,"pub_time":1774954859000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768881","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.5,"TCHmain":1.5,"HTCD.SI":0.6,"IEMG":1.5,"TCEHY":1.5},"rights":null},{"id":547297,"article_id":"2623588200","title":"被海外和TOP TOY喂大的名创优品，下一个增长极在哪","subtitle":"","subtitle_show":0,"pub_time":1774953270000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768878","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09896":1.5,"MNSO":1.5},"rights":null},{"id":547280,"article_id":"1177515785","title":"内存价格跳水，花旗大幅下调美光目标价！","subtitle":"","subtitle_show":0,"pub_time":1774952602000,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":2},"rights":null},{"id":547053,"article_id":"2623304680","title":"抄底Meta时刻？大摩：坏消息已被充分定价，Meta AI有望进化为MetaClaw，开启新一轮增长引擎","subtitle":"","subtitle_show":0,"pub_time":1774952450400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768855","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"META":2},"rights":null},{"id":547171,"article_id":"2623077307","title":"智谱2025年营收暴增132%，云服务、智能体业务双双爆发，巨额研发投入致亏损扩大｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774951248000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768872","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02513":1.5},"rights":null},{"id":547179,"article_id":"2623307008","title":"内存价格下跌，花旗大幅下调美光目标价！","subtitle":"","subtitle_show":0,"pub_time":1774951154000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768870","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MU":1.97,"MUD":0.6,"MULL":0.6},"rights":null},{"id":547007,"article_id":"2623304639","title":"对话Chance AI创始人：看见世界的另一条路，走出“大模型同质化”的围墙","subtitle":"","subtitle_show":0,"pub_time":1774946542000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768866","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":546950,"article_id":"2623630626","title":"金价回调13%后，高盛仍坚定看多：央行购金将重新提速，年底有望再上5400美元！","subtitle":"","subtitle_show":0,"pub_time":1774946265800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768856","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01787":2,"01818":2,"02099":2,"02303":2,"02899":2,"03330":2,"03939":2,"06181":2,"06693":2,"AEM":2,"AU":2,"B":2,"CDE":2,"EGO":2,"EQX":2,"GFI":2,"GLD":2,"HL":2,"HMY":2,"IAU":2,"KGC":2,"NEM":2,"PAmain":2,"PLmain":2,"RGLD":2,"UGL":2,"USAU":2,"VGZ":2},"rights":null},{"id":546986,"article_id":"2623014333","title":"缓冲垫即将耗尽！大摩：原油市场进入实质断供阶段，规模数倍于2022年","subtitle":"","subtitle_show":0,"pub_time":1774945775600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768857","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"UCO":1.5,"USO":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":546982,"article_id":"2623016763","title":"三星推进先进制程工艺：2纳米良率突破60%，目标2030年实现1纳米","subtitle":"","subtitle_show":0,"pub_time":1774944251000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768844","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"STSM":0.6,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":546938,"article_id":"2623090793","title":"市场逻辑生变！伊朗战争以来首次：美股能源股开跌，美债黄金“脱钩”油价","subtitle":"","subtitle_show":0,"pub_time":1774944223000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768845","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"AAAU":1.5,"AGG":1.5,"BND":1.5,"BOXX":1.5,"DBO":1.5,"DGP":1.5,"DUG":1.5,"DUST":1.5,"DZZ":1.5,"EDV":1.5,"1OZmain":1.5,"MGCmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GDX":1.5,"GDXD":1.5,"GDXY":1.5,"GLDM":1.5,"GLTR":1.5,"GOVT":1.5,"IAU":1.5,"IAUI":1.5,"IEF":1.5,"JDST":1.5,"JNUG":1.5,"LQD":1.5,"MINT":1.5,"OIH":1.5,"OILU":1.5,"PALL":1.5,"SGOV":1.5,"SHY":1.5,"TBT":1.5,"TLT":1.5,"TMF":1.5,"UBT":1.5,"USVN":1.5,"UTHY":1.5,"UTWY":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"XME":1.5},"rights":null},{"id":547112,"article_id":"2623052306","title":"内存条崩盘？“消费者用不起了”，但“AI需求依旧炸裂”","subtitle":"","subtitle_show":0,"pub_time":1774943505000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768852","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.5},"rights":null},{"id":546787,"article_id":"2623930594","title":"-7.4%！美股这次跌得比以往地缘冲突期间都惨，德银：远未见底","subtitle":"","subtitle_show":0,"pub_time":1774940077000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768851","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"CTA":1,"MESmain":0.6,"VIXmain":0.73,"VXMmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.85,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"VIXM":0.6,"VIXY":0.6,"VOO":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":546522,"article_id":"2623744743","title":"AI成关键变量！这一次市场拿到的不是“2022年滞胀剧本”，更可能是通缩","subtitle":"","subtitle_show":0,"pub_time":1774939348100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768835","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":546752,"article_id":"2623303917","title":"伊朗破坏供应链，铝价势创10个月最大涨幅","subtitle":"","subtitle_show":0,"pub_time":1774938408000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768839","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XME":0.9},"rights":null},{"id":546923,"article_id":"2623099673","title":"安井食品对抗“增收不增利”：转向“有管控的大B定制”","subtitle":"","subtitle_show":0,"pub_time":1774938016000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768849","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603345":1.5,"02648":1.5},"rights":null},{"id":546733,"article_id":"2623303636","title":"日本将日元下跌定性为\"投机性\"，财务大臣：已准备\"全方位\"应对","subtitle":"","subtitle_show":0,"pub_time":1774937815000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768843","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCL":1.5,"YCS":1.5},"rights":null},{"id":546908,"article_id":"2623309335","title":"三元股份斥资亿元换取“冰博克”42%权益","subtitle":"","subtitle_show":0,"pub_time":1774937669000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768848","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600429":1.5},"rights":null},{"id":546709,"article_id":"2623430849","title":"韩国追加171亿美元预算，李在明：中东能源问题“令我无法入睡”","subtitle":"","subtitle_show":0,"pub_time":1774936593000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768846","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":546664,"article_id":"2623370901","title":"巨亏下的加速瘦身，永辉资产缩水近三成","subtitle":"","subtitle_show":0,"pub_time":1774931997000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768838","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601933":1.5},"rights":null},{"id":546551,"article_id":"2623372497","title":"Qwen3.5-Omni深度体验：这，才是“AI生产力”该有的样子！","subtitle":"","subtitle_show":0,"pub_time":1774930202000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768836","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":546517,"article_id":"2623374128","title":"高盛谈“DRAM市况”：基本面稳健，但市场情绪转弱","subtitle":"","subtitle_show":0,"pub_time":1774928919000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768833","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DRAM":1.5,"GSX":0.6},"rights":null},{"id":546423,"article_id":"2623715383","title":"伊朗战争至今：中东是最大输家，美国“内部转移”，俄罗斯是最大赢家","subtitle":"","subtitle_show":0,"pub_time":1774925862000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768830","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GCC":1,"UDN":0.9,"UUP":0.9},"rights":null},{"id":546900,"article_id":"2623376241","title":"最重要的变化？美债“脱钩”，市场嗅到了“全球财政刺激”的味道","subtitle":"","subtitle_show":0,"pub_time":1774923787000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768816","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"MTNmain":1.5,"MWNmain":1.5,"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5,"GOVT":1.5,"HYG":1.5,"IEF":1.5,"IEI":0.6,"LQD":1.5,"MINT":1.5,"MUB":1.5,"SCHO":1.5,"SGOV":1.5,"SHV":1.5,"SHY":1.5,"TBT":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UFIV":1.5,"USVN":1.5,"UTHY":1.5,"UTRE":1.5,"UTWY":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5},"rights":null},{"id":546197,"article_id":"2623376368","title":"一场招商银行的压力测试","subtitle":"","subtitle_show":0,"pub_time":1774921213000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768826","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600036":1.5,"03143":0.6,"03968":1.5},"rights":null},{"id":546145,"article_id":"2623375904","title":"特朗普告诉助手，愿在霍尔木兹海峡不重开情况下结束战争","subtitle":"","subtitle_show":0,"pub_time":1774920210000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768825","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":546104,"article_id":"2623796373","title":"高盛：利率市场过于“鹰派”，股市反弹不需“解决问题”，只需“冲击已达极限”","subtitle":"","subtitle_show":0,"pub_time":1774919033000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768818","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":1.5,"UBmain":1.5,"ZBmain":1.5,"ZFmain":1.5,"ZNmain":1.5,"ZTmain":1.5},"rights":null},{"id":546957,"article_id":"2623373719","title":"“存储巨头”美光再跌10%，亮眼财报后已跌30%，华尔街依旧力挺","subtitle":"","subtitle_show":0,"pub_time":1774918993000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768821","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6},"rights":null},{"id":546089,"article_id":"2623637328","title":"2022年8月来首次！美国汽油均价突破每加仑4美元大关","subtitle":"","subtitle_show":0,"pub_time":1774917568000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768822","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"RBmain":1.5,"UDN":1.5,"UUP":1.5},"rights":null},{"id":546064,"article_id":"2623637351","title":"特朗普“牛皮吹爆”：伊朗“允许20艘巴基斯坦船只通过”，但巴一共只有13艘","subtitle":"","subtitle_show":0,"pub_time":1774916248000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768815","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":545984,"article_id":"2623320972","title":"从“全球最佳”到“全球最差”，伊朗战争“击落”韩国股市","subtitle":"","subtitle_show":0,"pub_time":1774914916000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768814","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"MKOR":1.5,"VEA":1.5},"rights":null},{"id":545851,"article_id":"2623223963","title":"美联储理事米兰称将在沃什获确认前留任，支持今年降息1个百分点","subtitle":"","subtitle_show":0,"pub_time":1774908643000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768809","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"AGG":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"BSV":1.5,"EDV":1.5,"FAZ":1.5,"MESmain":0.6,"UBmain":0.6,"ZFmain":0.6,"GOVT":1.5,"HYG":1.5,"IAT":0.6,"IEF":1.5,"IEI":0.6,"KBE":1.5,"KBWB":0.6,"KRE":0.6,"LQD":1.5,"MINT":1.5,"MUB":1.5,"SCHO":1.5,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"SSO":0.6,"TBT":1.5,"TLT":1.5,"TLTW":1.5,"TMF":1.5,"UBT":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VGIT":1.5,"VGLT":1.5,"VGSH":1.5,"VOO":1.5,"XLF":0.6},"rights":null},{"id":545819,"article_id":"2623324587","title":"G7准备采取措施稳定能源市场，美财长看好油价压力缓解、称美将夺回霍尔木兹海峡控制权","subtitle":"","subtitle_show":0,"pub_time":1774906426000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768807","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5},"rights":null},{"id":545659,"article_id":"2623268063","title":"无视美国威胁，伊朗议会批准法案，对霍尔木兹海峡通行船只收费","subtitle":"","subtitle_show":0,"pub_time":1774894038000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768803","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":545490,"article_id":"2623342957","title":"中东冲突叠加AI恐慌，英伟达市盈率跌至七年最低！","subtitle":"","subtitle_show":0,"pub_time":1774886265000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768800","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":null},{"id":545486,"article_id":"2623342609","title":"HBM营收暴涨三倍，三星电子单季利润或将刷新韩国企业历史纪录","subtitle":"","subtitle_show":0,"pub_time":1774886073000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768797","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IEMG":1.5,"SSNLF":1.5},"rights":null},{"id":545468,"article_id":"2623344216","title":"Citadel警告：战争冲击进入“第二阶段”，能源冲击只是开端，增长下行才是更大风险","subtitle":"","subtitle_show":0,"pub_time":1774885034000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768788","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":545346,"article_id":"2623349165","title":"私募信贷动荡之际，美政府拟逆势放行其进入401(k)养老金","subtitle":"","subtitle_show":0,"pub_time":1774883509400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768789","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":545063,"article_id":"2623348874","title":"从避险资产到应急变现工具，黄金在战火中悄然\"变形\"","subtitle":"","subtitle_show":0,"pub_time":1774881659800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768776","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"01787":2,"01818":2,"02099":2,"02303":2,"02899":2,"03330":2,"03939":2,"06181":2,"06693":2,"AEM":2,"AU":2,"B":2,"CDE":2,"EGO":2,"EQX":2,"GCmain":2,"GFI":2,"GLD":2,"HL":2,"HMY":2,"IAU":2,"KGC":2,"NEM":2,"PAmain":2,"PLmain":2,"RGLD":2,"UGL":2,"USAU":2,"VGZ":2,"XAUUSD.FOREX":2},"rights":null},{"id":545314,"article_id":"2623383349","title":"Anthropic\"Mythos\"突袭网络安全板块，伯恩斯坦：别慌，你们误读了","subtitle":"","subtitle_show":0,"pub_time":1774880628000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768787","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HACK":1.5},"rights":null},{"id":545227,"article_id":"2623345730","title":"美股净卖压已逼近新冠暴跌峰值，高盛：CTA未来一月将全面转向买入","subtitle":"","subtitle_show":0,"pub_time":1774880281900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768781","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":1.5},"rights":null},{"id":545271,"article_id":"2623346625","title":"中东战火重创欧洲经济！欧元创2024年来最差单季表现，看空情绪升至四年高点","subtitle":"","subtitle_show":0,"pub_time":1774879458000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768773","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EUO":0.6,"EURmain":1.5,"MEURmain":1.5,"FXE":0.6,"VGK":1.5},"rights":null},{"id":545257,"article_id":"2623345049","title":"中微公司2025年营收同比大增36.6%，归母净利润增长30.7%，拟每10股派现3.50元、转增4.9股 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774878901000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768785","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688012":1.5},"rights":null},{"id":545129,"article_id":"2623343532","title":"锂价回暖叠加非经常性收益，赣锋锂业2025年扭亏为盈，归母净利大增178%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774876465000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768780","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002460":1.96,"01772":1.96,"EVS.SI":0.6},"rights":null},{"id":545110,"article_id":"2623072348","title":"极兔要牵手顺丰的真相揭晓了","subtitle":"","subtitle_show":0,"pub_time":1774876177000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768784","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002352":1.5},"rights":null},{"id":545106,"article_id":"2623484348","title":"一箭三星！中科宇航力箭二号首发成功，单位成本直追SpaceX","subtitle":"","subtitle_show":0,"pub_time":1774875430000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768778","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"UFO":0.6,"XOVR":1.5},"rights":null},{"id":545042,"article_id":"2623310767","title":"芯原股份2025年营收创新高，净亏损收窄至5.28亿元，AI算力收入占比升至64%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774874605000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768772","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"688521":1.5,"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":545101,"article_id":"2623348188","title":"AI驱动半导体行业复苏，兆易创新2025年营收增长25%，净利润增长49% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774874564000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768779","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"603986":1.98,"03986":1.98},"rights":null},{"id":544858,"article_id":"2623314204","title":"美光率先押注GDDR堆叠技术，AI内存市场新一轮竞赛悄然打响","subtitle":"","subtitle_show":0,"pub_time":1774874238700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768764","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.95},"rights":null},{"id":544968,"article_id":"2623317523","title":"中际旭创2025年营收大增60%，净利润翻一倍，拟每10股派10元 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774872218000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768766","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300308":1.5},"rights":null},{"id":544928,"article_id":"2623312121","title":"莲花造了首款混动SUV！比预售便宜2万起，冯擎峰给明年定了盈利目标","subtitle":"","subtitle_show":0,"pub_time":1774871951000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768770","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"RACE":0.9},"rights":null},{"id":544921,"article_id":"2623312155","title":"AI服务器市场需求旺盛，澜起科技2025年营收增长49.9%，净利润增长58.4%｜财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774870937000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768768","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"91210":1.5,"688008":1.5,"06809":1.5,"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":544893,"article_id":"2623125853","title":"1499元红线终成历史：茅台时隔八年再启“双涨”","subtitle":"","subtitle_show":0,"pub_time":1774870861000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768767","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600519":1.5},"rights":null},{"id":544862,"article_id":"2623314201","title":"标普500估值倍数已率先\"见顶\"回落，高盛：市场或正逼近\"增长冲击\"情景","subtitle":"","subtitle_show":0,"pub_time":1774870124000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768763","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.96,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"GS":1.91,"HIBL":0.6,"IVE":0.6,"IVOO":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"NOBL":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SDS":0.6,"SH":0.6,"SPDN":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.96,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XYLD":0.6},"rights":null},{"id":544698,"article_id":"2623319431","title":"智元这回跑在了马斯克前面","subtitle":"","subtitle_show":0,"pub_time":1774866687000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768749","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.77,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":544707,"article_id":"2623437319","title":"小马智行商业化狂飙B面：“短单”现实与共建车队突围","subtitle":"","subtitle_show":0,"pub_time":1774866427000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768748","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02026":1.95,"PONY":1.95},"rights":null},{"id":544690,"article_id":"2623319439","title":"解码林俊旸离职后首篇长文：给AI投资的6个启示","subtitle":"","subtitle_show":0,"pub_time":1774864058000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768743","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":544528,"article_id":"2623711313","title":"伊朗称未与美国直接对话，代理防长：将继续“全力惩罚侵略者”！","subtitle":"","subtitle_show":0,"pub_time":1774863758000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768740","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":544732,"article_id":"2623945397","title":"从万众瞩目到草草收场：Sora为何成了OpenAI的“弃子”","subtitle":"","subtitle_show":0,"pub_time":1774863163900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768731","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"CHAT":0.9,"DIS":0.9,"DISO":0.6,"META":2},"rights":null},{"id":544454,"article_id":"2623184673","title":"福岛核事故十五年后，日本开启一场“核电复兴”","subtitle":"","subtitle_show":0,"pub_time":1774861964000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768732","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"NLR":1.5,"NUKZ":1.5,"URAN":1.5,"URNM":1.5},"rights":null},{"id":544457,"article_id":"2623318444","title":"对冲基金惨遭四年来最差单月，抄底声四起之际——高盛泼冷水：还不到时候！","subtitle":"","subtitle_show":0,"pub_time":1774861320000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768730","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":544379,"article_id":"2623540390","title":"霍尔木兹再度中断，周日 0 船通过，多艘船只被拒航！","subtitle":"","subtitle_show":0,"pub_time":1774860240300,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768733","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2},"rights":null},{"id":544376,"article_id":"2623390548","title":"从高收益神话到流动性危机，私募资本究竟藏着多大的雷？","subtitle":"","subtitle_show":0,"pub_time":1774859516000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768720","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":544273,"article_id":"2623392069","title":"卡塔尔之后是澳洲！雪佛龙关键LNG设施因热带气旋受损，重启需数周","subtitle":"","subtitle_show":0,"pub_time":1774859389800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768729","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CVX":1.5},"rights":null},{"id":544281,"article_id":"2623973253","title":"如果沙特的“Plan B”延布港和曼德海峡也不行了，油价将再涨20美元？","subtitle":"","subtitle_show":0,"pub_time":1774858490000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768727","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"UDN":1.5,"UUP":1.5,"VDE":1.5},"rights":null},{"id":544174,"article_id":"2623391025","title":"加油站断供、民众抢购、航班削减！全球能源危机愈演愈烈，多国启动紧急措施","subtitle":"","subtitle_show":0,"pub_time":1774856260700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768718","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DBO":0.64,"DUG":0.73,"FVNmain":0.73,"HOmain":0.9,"OIH":0.9,"OILT":0.9,"OILU":0.9,"VDE":0.9},"rights":null},{"id":544189,"article_id":"2623394545","title":"本轮地缘冲突，A股凭什么走出独立行情？","subtitle":"","subtitle_show":0,"pub_time":1774852410000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768715","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":544092,"article_id":"2623999203","title":"油价冲击1个月，中国资产为何“更抗打”？","subtitle":"","subtitle_show":0,"pub_time":1774852224000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768710","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5},"rights":null},{"id":544097,"article_id":"2623399151","title":"“Token新时代”--中国AI产业“十问十答”","subtitle":"","subtitle_show":0,"pub_time":1774851920000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768707","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":543951,"article_id":"2623939336","title":"AI浪潮叠加电网换代，大摩高呼：美国变压器超级周期会持续到2030年","subtitle":"","subtitle_show":0,"pub_time":1774846143500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768698","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":543732,"article_id":"2623367978","title":"市场和央行都开始“转鹰”，高盛探讨：如何对冲？","subtitle":"","subtitle_show":0,"pub_time":1774843500000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768683","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":543877,"article_id":"2623398896","title":"即便“停火”也不等于“正常化”，2026全球将比预期更“滞胀”","subtitle":"","subtitle_show":0,"pub_time":1774842419000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768699","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TNmain":0.73,"UBmain":0.73,"ZBmain":0.73,"ZFmain":0.73,"ZNmain":0.73,"ZTmain":0.73,"TLTW":0.6,"TMF":0.6,"UDN":0.79,"US10Y.BOND":0.79,"US12M.BOND":0.79,"US2Y.BOND":0.79,"US30Y.BOND":0.79,"US3Y.BOND":0.79,"US5Y.BOND":0.79,"US6M.BOND":0.79,"US7Y.BOND":0.79,"UUP":0.79},"rights":null},{"id":544739,"article_id":"2623360951","title":"特朗普“弄巧成拙”：油价的上涨将“全部吃掉”减税红利，标志性政绩“毁于一旦”","subtitle":"","subtitle_show":0,"pub_time":1774840932000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768700","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5},"rights":null},{"id":543898,"article_id":"2623300367","title":"内存条价格跳水，内存股集体下跌，内存超级周期见顶了？","subtitle":"","subtitle_show":0,"pub_time":1774837777000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768696","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.9,"AIPO":0.9,"AIYY":0.6,"CHAT":0.9,"USJW.SI":0.6},"rights":null},{"id":543563,"article_id":"2623136407","title":"伊朗战争改变“能源格局”：“油气”大客户转向“煤炭、新能源”","subtitle":"","subtitle_show":0,"pub_time":1774834926000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768693","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159875":1.5,"159945":1.5,"160640":1.5,"161032":1.5,"399941":1.5,"000941.SH":1.5},"rights":null},{"id":543573,"article_id":"2623362883","title":"美债见底？摩根大通、Pimco：“债市抛售”低估了“衰退风险”","subtitle":"","subtitle_show":0,"pub_time":1774832623000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768690","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09141":0.6,"GOVT":0.6,"IEI":0.6,"JPM":1.91,"JPMO":0.6},"rights":null},{"id":544747,"article_id":"2623619633","title":"对话美图CEO吴欣鸿：美图是AI受益者，产品增长有方法论","subtitle":"","subtitle_show":0,"pub_time":1774832568000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768678","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01357":1.5,"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":543366,"article_id":"2623369141","title":"鸽派带头“转鹰”，美联储高官暗示“降息或已结束”，但“加息概率不大”","subtitle":"","subtitle_show":0,"pub_time":1774830315000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768681","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"DPST":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IAT":0.6,"IEI":0.6,"IVV":0.6,"KBWB":0.6,"KRE":0.6,"KRX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"VFH":0.6,"XLF":0.6},"rights":null},{"id":543322,"article_id":"2623369650","title":"伊朗拒绝“停火协议”，美国筹划“地面进攻”，油价开盘突破115美元","subtitle":"","subtitle_show":0,"pub_time":1774829537000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768680","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"UDN":1.5,"UUP":1.5,"VDE":1.5},"rights":null},{"id":543362,"article_id":"2623144369","title":"中东冲突急剧升级重挫股市，日韩股市大幅低开，油价突破115美元","subtitle":"","subtitle_show":0,"pub_time":1774828860000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768684","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"FLKR":1.5,"MKOR":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"UDN":1.5,"UUP":1.5,"VDE":1.5,"VXUS":1.5},"rights":null},{"id":543155,"article_id":"2623235522","title":"“伊朗冲击”引发财政恶化担忧，欧元区借贷成本飙升创多年新高","subtitle":"","subtitle_show":0,"pub_time":1774782304000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768666","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EUO":0.6,"EURmain":0.86,"FXE":0.6},"rights":null},{"id":543150,"article_id":"2623531453","title":"美银Hartnett：还没看到“抄底信号”，如何理解黄金在内的“抄底交易”？","subtitle":"","subtitle_show":0,"pub_time":1774777440000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768667","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"PALL":1.5,"SGOL":1.5,"XME":1.5},"rights":null},{"id":543139,"article_id":"2623337276","title":"伊朗战争的账单，“AI牛市”来买？","subtitle":"","subtitle_show":0,"pub_time":1774763598000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768662","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":543132,"article_id":"2623333768","title":"面对海湾国家安抚，美国投资者“忧心忡忡”：中东经济还能撑多久？中东还有钱投资美国吗？","subtitle":"","subtitle_show":0,"pub_time":1774760877000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768660","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":544756,"article_id":"2623337645","title":"新书爆料：扎克伯格沉迷VR，错过了收购DeepMind，被谷歌抢下“AI最大交易”","subtitle":"","subtitle_show":0,"pub_time":1774760872000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768661","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.95,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"USJW.SI":0.6},"rights":null},{"id":543118,"article_id":"2623334056","title":"恐慌指数爆表、对冲基金狂抛！高盛交易台警告：“美股不容乐观”","subtitle":"","subtitle_show":0,"pub_time":1774755641000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768658","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.91,"VXMmain":0.6,"GS":1.96,"GSX":0.6,"SPY":1.91,"SVIX":0.6,"SVOL":0.6,"TVIXF":0.6,"USMV":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":543111,"article_id":"2623334842","title":"下周重磅日程：关注伊朗战事进展、美国非农、中国PMI","subtitle":"","subtitle_show":0,"pub_time":1774751004000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768649","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"DUST":0.6,"GCmain":1.5,"MGCmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"SImain":1.5,"GDX":0.6,"NUGT":0.6},"rights":null},{"id":543076,"article_id":"2622389778","title":"黄金逼近熊市之际，抄底大军来了！","subtitle":"","subtitle_show":0,"pub_time":1774698614000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768650","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDX":1.5,"GDXD":1.5,"GDXJ":1.5,"GLD":0.6,"GLDM":1.5,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"PALL":1.5,"SGOL":1.5,"XME":1.5},"rights":null},{"id":543071,"article_id":"2622389185","title":"中东战火蔓延！胡塞武装参战，“第二大能源要道”曼德海峡也悬了？","subtitle":"","subtitle_show":0,"pub_time":1774696997000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768648","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5},"rights":null},{"id":543068,"article_id":"2622389636","title":"AI债务风险风向标：甲骨文债券CDS创新高","subtitle":"","subtitle_show":0,"pub_time":1774695694000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768647","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ORCL":1.95,"ORCS":0.6,"ORCU":0.6,"ORCX":0.6},"rights":null},{"id":543064,"article_id":"2622869863","title":"不只便宜还高档，中国电动车在美国越来越受欢迎了","subtitle":"","subtitle_show":0,"pub_time":1774691465000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768646","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":543059,"article_id":"2622385908","title":"高盛对冲基金业务主管：我接触的机构几乎都看跌，了解现货商品的人更担忧，伊朗拖得越久，市场越倾向于短期投资","subtitle":"","subtitle_show":0,"pub_time":1774688167000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768642","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":543045,"article_id":"2622388287","title":"过于火爆！Anthropic算力吃紧，本周限制Claude用户高峰时段用量","subtitle":"","subtitle_show":0,"pub_time":1774680192000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768640","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIYY":0.6,"GGLL":0.6,"GGLS":0.6,"GOOGL":1.81,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"USJW.SI":0.6},"rights":null},{"id":543041,"article_id":"2622388874","title":"市场血战，比亚迪单车利润见底了吗？","subtitle":"","subtitle_show":0,"pub_time":1774676978000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768643","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81211":0.6,"002594":1.96,"01211":1.96,"BYDDY":1.96,"EVS.SI":0.6,"HYDD.SI":0.6},"rights":null},{"id":543028,"article_id":"2622274802","title":"3月以来，全球“股债金”三杀，“这是最糟的局面，投资者无处可躲”","subtitle":"","subtitle_show":0,"pub_time":1774666712000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768637","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":0.79,"DGP":0.79,"DUST":0.79,"DZZ":0.79,"1OZmain":0.79,"ESmain":0.6,"GCmain":0.9,"MESmain":0.6,"MGCmain":0.84,"QOmain":0.79,"SGCmain":0.6,"SGUmain":0.6,"GDX":0.79,"GDXD":0.79,"GDXJ":0.79,"GLD":0.6,"GLDM":0.79,"GLL":0.79,"GLTR":0.79,"IAUI":0.79,"IAUM":0.79,"IVV":0.6,"JDST":0.79,"JNUG":0.79,"NUGT":0.6,"OEF":0.6,"OEX":0.6,"PALL":0.79,"SDS":0.6,"SGOL":0.79,"SH":0.6,"SPXU":0.6,"SPY":0.69,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"XME":0.79},"rights":null},{"id":543024,"article_id":"2622354802","title":"上一次“石油冲击”--“1970年代”给投资者的教训","subtitle":"","subtitle_show":0,"pub_time":1774663882000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768634","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":543013,"article_id":"2622804555","title":"特朗普总在周末出手，华尔街已经不敢持仓过周末了","subtitle":"","subtitle_show":0,"pub_time":1774660383000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768631","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":542968,"article_id":"2622805456","title":"油气价格飙升，欧盟考虑征收能源暴利税","subtitle":"","subtitle_show":0,"pub_time":1774648523000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768627","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"FESXmain":1.5,"FSXEmain":1.5},"rights":null},{"id":542957,"article_id":"2622480537","title":"特朗普4月3日将提交国会预算提案，美国国家安全支出备受瞩目","subtitle":"","subtitle_show":0,"pub_time":1774646954000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768625","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":542753,"article_id":"2622876935","title":"“存储巨头”扎堆美股！海力士之后，三星电子也要美股上市？","subtitle":"","subtitle_show":0,"pub_time":1774627083000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768617","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IEMG":1.5,"SSNLF":1.5},"rights":null},{"id":542732,"article_id":"2622724875","title":"燃油成本暴增80%，美联航撑不住了：今年夏天机票价格将“飙升”","subtitle":"","subtitle_show":0,"pub_time":1774625919000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768616","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":1.5},"rights":null},{"id":542663,"article_id":"2622087808","title":"纳斯达克100正式进入调整区间，科技巨头拖累指数较峰值跌逾11%","subtitle":"","subtitle_show":0,"pub_time":1774623329000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768609","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":542666,"article_id":"2622878056","title":"高盛交易员警告：特朗普“嘴炮”代替不了原油，霍尔木兹中断若持续，通胀第二波或在路上","subtitle":"","subtitle_show":0,"pub_time":1774622961000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768607","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GS":1.5,"GSX":0.6,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":542639,"article_id":"2622789398","title":"与同行鲜明反差！橡树资本称全额满足8.5%赎回申请，当前环境属调整而非危机","subtitle":"","subtitle_show":0,"pub_time":1774622145000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768608","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":542617,"article_id":"2622987832","title":"“1+1>2”成效初步实现，国泰海通首份年报出炉","subtitle":"","subtitle_show":0,"pub_time":1774621877000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768610","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601211":1.5,"02611":1.5},"rights":null},{"id":542519,"article_id":"2622827852","title":"关键趋势线相继告破，美股“七姐妹”的技术性崩坏正在提速","subtitle":"","subtitle_show":0,"pub_time":1774620856700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768602","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07766":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPB":0.6,"AAPD":0.6,"AAPL":1.93,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"AMZD":0.6,"AMZN":1.9,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ANV":0.6,"APLY":0.6,"AZYY":0.6,"CRSH":0.6,"DIPS":0.6,"GOOG":1.92,"MACW.SI":0.6,"META":1.92,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.92,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.9,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.9,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UDN":0.62,"USAW.SI":0.6,"USJW.SI":0.6,"UUP":0.62},"rights":null},{"id":542530,"article_id":"1139843765","title":"AI豪赌与业务替代威胁两面夹击，微软迎2008年来最惨季度股价表现","subtitle":"","subtitle_show":0,"pub_time":1774619433555,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MSFT":2},"rights":null},{"id":542495,"article_id":"2622822056","title":"天齐锂业2025营收同比降幅逾20%，归母净利润4.6亿元扭亏为盈 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774618774000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768600","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"002466":1.5,"09696":1.5},"rights":null},{"id":542533,"article_id":"2622822231","title":"AI的下一场冲击：Anthropic新模型意外泄露，网络安全股开盘大跌","subtitle":"","subtitle_show":0,"pub_time":1774618430000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768605","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CRWD":2,"NET":2,"OKTA":2,"PANW":2},"rights":null},{"id":542461,"article_id":"2622822114","title":"比亚迪2025年营收突破8000亿元，整车出口翻倍，首次突破100万辆 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774618084000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768601","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81211":0.6,"002594":1.98,"01211":1.98,"BYDDY":1.98,"EVS.SI":0.6,"HYDD.SI":0.6},"rights":null},{"id":542389,"article_id":"2622821769","title":"欧央行官员坦言：伊朗战争若拖至六月，加息或将难以回避","subtitle":"","subtitle_show":0,"pub_time":1774616126000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768597","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":542366,"article_id":"2622821837","title":"美银Hartnett：美股还没“跌透”，特朗普或将被迫推出\"政策急救包\"","subtitle":"","subtitle_show":0,"pub_time":1774615051000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768593","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":542320,"article_id":"2622826127","title":"高盛核电研讨会五大要点：铀价上行已成共识，供应缺口持续扩大","subtitle":"","subtitle_show":0,"pub_time":1774612736000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768592","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6,"NLR":1.5,"NUKZ":1.5,"URAN":1.5,"URNM":1.5},"rights":null},{"id":542307,"article_id":"2622826548","title":"摩根大通：中国AI需求加速扩张，模型能力成核心竞争要素","subtitle":"","subtitle_show":0,"pub_time":1774612561000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768574","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"JPM":1.5,"JPMO":0.6},"rights":null},{"id":542217,"article_id":"2622825868","title":"机构已抛售逾千亿美元美股，高盛：四月反弹窗口或正悄然打开","subtitle":"","subtitle_show":0,"pub_time":1774611017000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768587","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":542263,"article_id":"2622252388","title":"私募信贷危机重重，华尔街投行趁机反攻，一场融资大战即将打响！","subtitle":"","subtitle_show":0,"pub_time":1774610764000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768578","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"BX":1.5},"rights":null},{"id":542136,"article_id":"2622828173","title":"下行阵痛中的飞鹤：如何直面“全生命周期”转型的长考","subtitle":"","subtitle_show":0,"pub_time":1774608077000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768586","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":542126,"article_id":"2622682862","title":"特步的2025：主品牌增速放缓，DTC挑战虽迟但至","subtitle":"","subtitle_show":0,"pub_time":1774607979000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768585","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01368":1.5},"rights":null},{"id":542097,"article_id":"2622840435","title":"运营服务挑起利润大梁，龙湖的第二引擎跑出来了？","subtitle":"","subtitle_show":0,"pub_time":1774607245000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768584","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":542094,"article_id":"2622840171","title":"报道：伊朗称霍尔木兹海峡已经关闭，已驱逐三艘集装箱船","subtitle":"","subtitle_show":0,"pub_time":1774607155000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768582","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":542047,"article_id":"2622753847","title":"中东基准失真？亚洲炼厂抛弃迪拜油价，开始改用布伦特定价美国原油","subtitle":"","subtitle_show":0,"pub_time":1774606123000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768581","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":542044,"article_id":"2622472328","title":"亚洲盟友求油，日本选择先自保！日本贸易大臣：战略石油优先保供国内","subtitle":"","subtitle_show":0,"pub_time":1774605315000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768567","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5,"XLE":1.5,"XOP":1.5},"rights":null},{"id":541888,"article_id":"2622384438","title":"能源危机迫在眉睫，菲律宾进入“全国紧急状态”","subtitle":"","subtitle_show":0,"pub_time":1774602381000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768573","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":0.9,"OIH":0.79,"OILT":0.79,"OILU":0.79,"VDE":0.9,"XLE":0.71,"XOP":0.79},"rights":null},{"id":541842,"article_id":"2622849005","title":"全球“变压器荒”！中国出口两个月狂飙61%，对美出口暴增182%，美国短缺或持续到2028年","subtitle":"","subtitle_show":0,"pub_time":1774600290000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768569","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6,"PPI":1},"rights":null},{"id":541694,"article_id":"2622106845","title":"连续两天大跌后，存储板块开始“分化”：三星海力士企稳，“闪存”继续下跌","subtitle":"","subtitle_show":0,"pub_time":1774597602000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768565","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":0.9,"AI":0.87,"AIPO":0.87,"AIYY":0.6,"CHAT":0.9,"HBM":1,"USJW.SI":0.6},"rights":null},{"id":541651,"article_id":"2622432358","title":"“全球最大资管”总裁：投资者低估了风险，哪怕伊朗战争很快结束","subtitle":"","subtitle_show":0,"pub_time":1774596470000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768535","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"GCmain":0.73,"SGCmain":0.6,"SGUmain":0.6,"NUGT":0.6},"rights":null},{"id":541655,"article_id":"2622432688","title":"Anthropic最强模型曝光，性能实现“代际跃迁”，全面碾压Opus！","subtitle":"","subtitle_show":0,"pub_time":1774596464000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768562","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":0.8,"AI":0.8,"AIPO":0.8,"AIYY":0.6,"CHAT":0.8,"CIBR":0.8,"CMS":1,"VGT":0.6},"rights":null},{"id":541613,"article_id":"2622848299","title":"预测\"特朗普何时结束战争\"？这是五大关键点","subtitle":"","subtitle_show":0,"pub_time":1774596024000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768556","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":541592,"article_id":"2622344848","title":"逼空全亚洲、想发“战争财”？法国石油巨头道达尔3月“历史级别”狂买中东原油，如今或陷入巨亏","subtitle":"","subtitle_show":0,"pub_time":1774593996000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768553","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"MEME":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"TTE":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":541372,"article_id":"2622881480","title":"加息定价过头了！高盛：市场用“2022年的剧本”交易，却低估了衰退风险","subtitle":"","subtitle_show":0,"pub_time":1774593805000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768548","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"NQmain":2,"QQQ":2,"SQQQ":2,"TQQQ":2,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":541551,"article_id":"2622810395","title":"特朗普延长伊朗谈判时间，亚太股市强势反弹、韩股一度抹去4%跌幅，现货金银走高","subtitle":"","subtitle_show":0,"pub_time":1774591724000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768537","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWY":1.5,"FLKR":1.5,"MKOR":1.5,"VXUS":1.5},"rights":null},{"id":541504,"article_id":"2622173538","title":"油价高企，电车火爆！中国车企在欧洲销售重回增长","subtitle":"","subtitle_show":0,"pub_time":1774589853000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768552","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5},"rights":null},{"id":541484,"article_id":"2622127468","title":"买平台、卖管线：拆解中国生物制药的创新逻辑","subtitle":"","subtitle_show":0,"pub_time":1774588802000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768551","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01177":1.5},"rights":null},{"id":541388,"article_id":"2622342814","title":"白宫的理念？美联储理事Miran：美联储“7万亿美元资产负债表”可以缩减2万亿，不会引发市场动荡","subtitle":"","subtitle_show":0,"pub_time":1774588788200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768525","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"DPST":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IAT":0.6,"IEI":0.6,"IVV":0.6,"KBWB":0.6,"KRE":0.6,"KRX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"VFH":0.6,"XLF":0.6},"rights":null},{"id":541355,"article_id":"2622811224","title":"对话大华银行中国MD辛韬：中企东盟布局进入“融入时代”","subtitle":"","subtitle_show":0,"pub_time":1774582528000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768549","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"U11.SI":1.95},"rights":null},{"id":541322,"article_id":"2622811566","title":"日本财长暗示：将在日元跌至160时进行干预","subtitle":"","subtitle_show":0,"pub_time":1774581700000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768547","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":541308,"article_id":"2622819792","title":"伊朗袭击导致卡塔尔氦气供应“减半”，半导体供应链“压力山大”","subtitle":"","subtitle_show":0,"pub_time":1774581296000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768544","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AIQUY":1.91,"TSM":1.87},"rights":null},{"id":541305,"article_id":"2622819718","title":"特朗普考虑向中东增派1万人地面部队","subtitle":"","subtitle_show":0,"pub_time":1774580833000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768545","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":541256,"article_id":"2622816043","title":"渣打银行洪子寓：在不确定的世界里把握确定性","subtitle":"","subtitle_show":0,"pub_time":1774579183000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768546","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02888":0.9,"03143":0.6,"AGIX":0.66,"CHAT":0.66,"RM":1,"STAN.UK":0.6},"rights":null},{"id":541173,"article_id":"2622181523","title":"中国1至2月规模以上工业企业利润同比增长15.2%，计算机、通信和其他电子设备制造业利润同比增长2.0倍","subtitle":"","subtitle_show":0,"pub_time":1774576319000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768540","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159998":1.5},"rights":null},{"id":541138,"article_id":"2622381595","title":"财政部有权干预央行政策目标？贝森特大赞“英国央行改革模式”，“美联储改革”初露端倪？","subtitle":"","subtitle_show":0,"pub_time":1774575733000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768538","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"BCS":1.61,"DPST":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"FXB":1.57,"GOVT":0.6,"IAT":0.6,"IEI":0.6,"IVV":0.6,"KBWB":0.6,"KRE":0.6,"KRX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"VFH":0.6,"XLF":0.6},"rights":null},{"id":541207,"article_id":"2622816896","title":"沪指接近翻红，医药股爆发，算力硬件股继续调整，恒指震荡走高，新消费概念股反弹，泡泡玛特涨2%","subtitle":"","subtitle_show":0,"pub_time":1774575552000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768539","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159967":0.6,"399001":0.6,"399006":0.6,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"513600":0.6,"515890":0.6,"000001":1.94,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"02833":0.6,"09992":1.87,"HHImain":0.6,"MCHmain":0.6,"HSI":1.91,"HSTECH":1.91,"PMRTY":1.87},"rights":null},{"id":540985,"article_id":"2622889778","title":"Anthropic赢得法院支持，阻止特朗普对其AI工具的使用禁令","subtitle":"","subtitle_show":0,"pub_time":1774573871900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768522","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":541047,"article_id":"2622681812","title":"伊朗战争“避风港”：比亚迪3月大涨，电车股成恒科最佳之一","subtitle":"","subtitle_show":0,"pub_time":1774571830000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768528","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"81211":0.6,"002594":1.96,"01211":1.96,"BYDDY":1.96,"EVS.SI":0.6,"HYDD.SI":0.6},"rights":null},{"id":541010,"article_id":"2622072890","title":"伊朗军方知情人士：已组织超100万人，为地面战斗做准备，大量青年提交参战申请！","subtitle":"","subtitle_show":0,"pub_time":1774571186000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768530","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":540633,"article_id":"2622890895","title":"特斯拉提前给Q1交付“划线”，卖方预计约36.6万辆，下周迎成绩单","subtitle":"","subtitle_show":0,"pub_time":1774570834000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768506","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSLA":2},"rights":null},{"id":540967,"article_id":"2622908028","title":"原油冲击“时间表”：亚洲已感到压力，4月初到非洲，4月中旬轮到欧洲","subtitle":"","subtitle_show":0,"pub_time":1774569326000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768523","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"UCO":1.5,"USO":1.5,"VDE":1.5,"XOP":1.5},"rights":null},{"id":540888,"article_id":"2622889219","title":"美财长：美保险计划将很快启动，帮助霍尔木兹海峡通行","subtitle":"","subtitle_show":0,"pub_time":1774567134600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768518","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":2},"rights":null},{"id":540895,"article_id":"2622927948","title":"美联储理事：伊朗战事导致通胀风险超过就业，缩表可能耗时数年","subtitle":"","subtitle_show":0,"pub_time":1774566335000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768520","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.61,"DPST":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IAT":0.6,"IEF":1.67,"IEI":0.6,"IVV":0.6,"KBWB":0.6,"KRE":0.6,"KRX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"TIP":1.71,"UPRO":0.6,"VFH":0.6,"XLF":0.6,"XLU":1.57},"rights":null},{"id":540880,"article_id":"2622892814","title":"谷歌发布最高质量音频模型Gemini 3.1 Flash Live，低延迟、高精度响应，打造实时语音交互新范式","subtitle":"","subtitle_show":0,"pub_time":1774563913000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768515","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.96,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"USJW.SI":0.6},"rights":null},{"id":540868,"article_id":"2622944428","title":"伊朗局势冲击美债！本周第三次拍卖疲弱，美债跌势加剧","subtitle":"","subtitle_show":0,"pub_time":1774562579000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768516","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOVT":0.6,"IEI":0.6,"TLT":1.86},"rights":null},{"id":540837,"article_id":"2622894512","title":"施压沃什降息？特朗普玩笑称：沃什可以在白宫办公","subtitle":"","subtitle_show":0,"pub_time":1774561403000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768514","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":540630,"article_id":"2622893049","title":"普京希望中东战事几周内结束，警告冲突后果堪比新冠","subtitle":"","subtitle_show":0,"pub_time":1774552113000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768505","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":540481,"article_id":"2622862407","title":"中国人寿重走万亿资产平衡木","subtitle":"","subtitle_show":0,"pub_time":1774542021000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768494","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"601628":1.5,"02628":1.5},"rights":null},{"id":540466,"article_id":"2622862520","title":"凯雷与KKR获美陆军40亿美元订单：将在军事基地投建两座大型数据中心","subtitle":"","subtitle_show":0,"pub_time":1774540971000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768503","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CG":1.5,"KKR":1.5},"rights":null},{"id":540448,"article_id":"2622861842","title":"存储抛售是错杀？大摩：传统周期卖出逻辑不适用，TurboQuant恐慌是认知偏差！","subtitle":"","subtitle_show":0,"pub_time":1774539315000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768490","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":2,"SNDK":2,"STX":2,"WDC":2},"rights":null},{"id":540427,"article_id":"2622586452","title":"宏观策略师警告：一旦市场情绪“破防”，美国经济衰退骤至、降息空间瞬间打开！","subtitle":"","subtitle_show":0,"pub_time":1774539164000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768499","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ITB":1.5,"NAIL":1.5,"XLP":1.5},"rights":null},{"id":540440,"article_id":"2622186466","title":"去年加仓1000亿元，这个低调的超大型机构“藏”不住了","subtitle":"","subtitle_show":0,"pub_time":1774538289000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768500","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":540366,"article_id":"2622861861","title":"Lumentum豪掷数亿美元押注AI激光赛道，悄然布局新一代AI数据中心光器件","subtitle":"","subtitle_show":0,"pub_time":1774537071000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768495","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"LITE":1.96},"rights":null},{"id":540541,"article_id":"2622896860","title":"特朗普：不知美伊能否达成协议，伊朗允许十艘油轮通行霍尔木兹，市场对冲突反应没预期剧烈","subtitle":"","subtitle_show":0,"pub_time":1774536913000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768496","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":540343,"article_id":"2622869274","title":"瑞银：中东冲突若持续数月，全球经济或深度衰退，标普500跌至5350点","subtitle":"","subtitle_show":0,"pub_time":1774536587000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768469","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.92,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"HIBL":0.6,"IVE":0.6,"IVOO":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SDS":0.6,"SH":0.6,"SPDN":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPY":1.92,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UBS":1.95,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XYLD":0.6},"rights":null},{"id":540320,"article_id":"2622086911","title":"大摩美团业绩点评：无惊吓无惊喜，核心博弈点依然在市场份额与利润率回升","subtitle":"","subtitle_show":0,"pub_time":1774536188000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768492","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.96,"HMTD.SI":0.6,"MPNGY":1.96},"rights":null},{"id":540136,"article_id":"2622847865","title":"波动率居高不下，油价会成为压垮市场的最后一根稻草？","subtitle":"","subtitle_show":0,"pub_time":1774535126000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768488","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"NDX":2},"rights":null},{"id":540231,"article_id":"2622866819","title":"2022年既视感！伊朗战争引发华尔街股债金“三杀”，现金头寸急升至4.3%","subtitle":"","subtitle_show":0,"pub_time":1774534044000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768489","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":540057,"article_id":"2622868250","title":"81倍市盈率的ARM豪赌AI芯片：华尔街已将\"完美执行\"定价入内，容错空间几乎为零","subtitle":"","subtitle_show":0,"pub_time":1774533651600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768483","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"ARM":1.98,"ARMG":0.6,"ARMU":0.6,"ARMW":0.6},"rights":null},{"id":540124,"article_id":"2622446863","title":"交易员押注美联储加息之际，分析师“唱反调”：年内至少降息一次，最早在9月！","subtitle":"","subtitle_show":0,"pub_time":1774533634000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768487","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2},"rights":null},{"id":540060,"article_id":"2622386826","title":"AI浪潮下的就业寒冬，会是下一场大萧条的潜在导火索？","subtitle":"","subtitle_show":0,"pub_time":1774530404000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768486","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":539992,"article_id":"2622500528","title":"并购复苏、交易收入激增，2025年华尔街奖金池飙升至创纪录的492亿美元","subtitle":"","subtitle_show":0,"pub_time":1774529815000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768482","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FAZ":1.5},"rights":null},{"id":539983,"article_id":"1187259510","title":"美团电话会： “坚决反对内卷”，“绝不急于成为‘token’工厂”，KeeTa沙特盈利在望","subtitle":"","subtitle_show":0,"pub_time":1774529595017,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03690":1.5,"MPNGY":1.5},"rights":null},{"id":539900,"article_id":"2622857466","title":"欧洲最大经济体承压，德国官员警告，伊朗危机或使2026年经济增速减半","subtitle":"","subtitle_show":0,"pub_time":1774527737000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768479","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6},"rights":null},{"id":539840,"article_id":"2622852726","title":"盈利进入阵痛期，越秀服务如何穿越周期？","subtitle":"","subtitle_show":0,"pub_time":1774526401000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768478","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06626":1.5},"rights":null},{"id":539820,"article_id":"2622526188","title":"SEC开始质疑评级机构诚信，私募信贷“甩锅大战”正式打响","subtitle":"","subtitle_show":0,"pub_time":1774526369000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768477","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MS":2,"OBDE":2},"rights":null},{"id":539643,"article_id":"2622596168","title":"高盛：Temu进入“变现”期，拼多多增长新拐点已经到来！","subtitle":"","subtitle_show":0,"pub_time":1774522806000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768449","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"PDD":1.98},"rights":null},{"id":539751,"article_id":"2622854585","title":"美国被曝制定“最后一击”方案，或进行地面打击，伊朗：若地面入侵，将开辟新战线，曼德海峡将是下一个目标","subtitle":"","subtitle_show":0,"pub_time":1774521844000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768470","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":539598,"article_id":"2622859648","title":"对话金山云刘涛：切走智算下半场最厚的蛋糕","subtitle":"","subtitle_show":0,"pub_time":1774519809000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768463","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03888":1.5,"03896":1.5,"KC":1.5},"rights":null},{"id":539384,"article_id":"2622485813","title":"如果市场拿着\"1970剧本\"，而黄金刚刚重演了\"1971-1973年大涨后的首次大跌\"","subtitle":"","subtitle_show":0,"pub_time":1774516298000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768458","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"AAAU":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDXD":1.5,"GDXJ":1.5,"GLD":0.6,"GLL":1.5,"GLTR":1.5,"IAU":1.5,"IAUI":1.5,"IAUM":1.5,"JDST":1.5,"JNUG":1.5,"NUGT":0.6,"PALL":1.5,"SGOL":1.5,"XME":1.5},"rights":null},{"id":539328,"article_id":"2622483062","title":"顶级新兴市场基金：亚洲芯片股是伊朗冲突的最佳对冲工具","subtitle":"","subtitle_show":0,"pub_time":1774514545000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768454","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"SMH":1.86,"SOXX":1.84},"rights":null},{"id":539270,"article_id":"2622183290","title":"Labubu神话破灭？海外增长不及预期，三大投行同步下调泡泡玛特目标价","subtitle":"","subtitle_show":0,"pub_time":1774513723000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768446","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"09992":1.97},"rights":null},{"id":539345,"article_id":"2622372698","title":"原油期货贴水：投资者押注伊朗冲突短暂，高风险或未完全计入","subtitle":"","subtitle_show":0,"pub_time":1774513215000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768452","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CL2607":2,"CL2609":2,"CLmain":1},"rights":null},{"id":539135,"article_id":"2622883158","title":"美国为什么护不住霍尔木兹海峡？","subtitle":"","subtitle_show":0,"pub_time":1774509373000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768450","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":539143,"article_id":"2622831921","title":"特朗普“反复无常”，市场“上蹿下跳”，而投资者只能“咬牙扛住”？","subtitle":"","subtitle_show":0,"pub_time":1774508679000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768441","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":539076,"article_id":"2622836865","title":"为了拯救日元，日本考虑“剑走偏锋”：直接下场做空原油期货！","subtitle":"","subtitle_show":0,"pub_time":1774506477000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768438","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EWJ":1.5,"JPYmain":1.5,"MJYmain":0.6,"FXY":1.5,"HEWJ":1.5,"USDJPY.FOREX":1.5,"YCS":1.5},"rights":null},{"id":539073,"article_id":"2622836831","title":"外资大撤退！亚洲股市或遭遇2009年以来最大流出","subtitle":"","subtitle_show":0,"pub_time":1774503056000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768439","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EEMA":1.5},"rights":null},{"id":538992,"article_id":"2622388558","title":"特朗普还能压制油价多久？","subtitle":"","subtitle_show":0,"pub_time":1774499203000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768434","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5,"OIH":1.5,"OILT":1.5,"OILU":1.5,"VDE":1.5},"rights":null},{"id":538937,"article_id":"2622880399","title":"第四季度再现亏损，上海家化还没“翻盘”","subtitle":"","subtitle_show":0,"pub_time":1774496390000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768435","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"600315":1.5},"rights":null},{"id":538870,"article_id":"2622288739","title":"化肥供应中断，美股农业ETF资金流入将创纪录？","subtitle":"","subtitle_show":0,"pub_time":1774494881000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768426","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159825":1.5},"rights":null},{"id":538637,"article_id":"2622988921","title":"伊朗战争的“牺牲品”：重仓金铜，知名对冲基金Caxton单月巨亏13亿美元，净值暴跌15%","subtitle":"","subtitle_show":0,"pub_time":1774493551100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768420","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TNmain":0.7,"UBmain":0.7,"ZBmain":0.7,"ZFmain":0.7,"ZNmain":0.7,"ZTmain":0.7},"rights":null},{"id":538878,"article_id":"2622887348","title":"高利率的代价？美联储连亏三年，累计亏损超2000亿美元","subtitle":"","subtitle_show":0,"pub_time":1774492756000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768415","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"DPST":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IAT":0.6,"IEI":0.6,"IVV":0.6,"KBWB":0.6,"KRE":0.6,"KRX":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SPYQ":0.6,"SSO":0.6,"UPRO":0.6,"VFH":0.6,"XLF":0.6},"rights":null},{"id":538726,"article_id":"2622881033","title":"摩根大通交易员结束“美股看跌交易”，转为“中性”，探索“重新做多黄金的可能性”","subtitle":"","subtitle_show":0,"pub_time":1774492455600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768424","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2},"rights":null},{"id":538913,"article_id":"2622887315","title":"业绩翻倍后猛踩刹车，泡泡玛特告别“爆款杠杆”时代","subtitle":"","subtitle_show":0,"pub_time":1774491961000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768432","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09992":1.98,"PMRTY":1.98},"rights":null},{"id":538720,"article_id":"2622488108","title":"做多时难空亦难！野村策略师“当前宏观波动率，做交易有职业生涯风险”，高盛分析师“现金为王”","subtitle":"","subtitle_show":0,"pub_time":1774490363000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768425","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":538730,"article_id":"2622810808","title":"A股三大股指震荡走低，化工反弹，存储器齐跌，恒科指跌近1%，快手重挫超10%，泡泡玛特再跌超7%","subtitle":"","subtitle_show":0,"pub_time":1774490288000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768427","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81024":0.6,"01024":1.91,"09992":1.95,"PMRTY":1.95},"rights":null},{"id":538607,"article_id":"2622388655","title":"TurboQuant“横空出世”，科技圈高呼“谷歌版DeepSeek”，华尔街喊话“抄底内存股”","subtitle":"","subtitle_show":0,"pub_time":1774487342500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768419","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":2},"rights":null},{"id":538615,"article_id":"2622268886","title":"标志性投票！特朗普“后院失火”：民主党赢了“海湖庄园所在地”的佛州选区","subtitle":"","subtitle_show":0,"pub_time":1774486164000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768421","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":538588,"article_id":"2622885402","title":"A股下跌后最关键问题：有些品种再也回不去了","subtitle":"","subtitle_show":0,"pub_time":1774484412000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768416","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159982":1.5,"399300":1.5},"rights":null},{"id":538576,"article_id":"2622988561","title":"16岁少年闯私募？AI时代真的要“颠覆”资管业了","subtitle":"","subtitle_show":0,"pub_time":1774484005000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768417","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":538528,"article_id":"2622883679","title":"谷歌推出Lyria 3 Pro音乐生成模型，最长可创作3分钟曲目","subtitle":"","subtitle_show":0,"pub_time":1774481022000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768411","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOG":1.97,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"USJW.SI":0.6},"rights":null},{"id":538478,"article_id":"2622500035","title":"霍尔木兹受阻之下沙特“改道求生”，红海港口延布出口接近500万桶目标","subtitle":"","subtitle_show":0,"pub_time":1774474024000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768403","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":0.9,"DDG":0.6,"DUG":0.9,"DWT":0.6,"BZmain":0.6,"CLmain":0.9,"MCLmain":0.9,"QMmain":0.9,"OIH":0.9,"OILT":0.9,"OILU":0.9,"USO":0.9,"VDE":0.9,"XOP":0.9},"rights":null},{"id":538106,"article_id":"2622008141","title":"次贷阴影再现？MFS与Tricolor连环踩雷，巴克莱收紧资产抵押贷款","subtitle":"","subtitle_show":0,"pub_time":1774454826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768400","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MFS":1.5},"rights":null},{"id":538071,"article_id":"2622952008","title":"美制裁临时“松绑”，印度重启伊朗能源贸易，首船液化石油气抵港在即","subtitle":"","subtitle_show":0,"pub_time":1774454082000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768397","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"MNDmain":1.5},"rights":null},{"id":538047,"article_id":"2622008399","title":"大摩Wilson：无惧伊朗战火，未来一年标普500盈利将增长20%","subtitle":"","subtitle_show":0,"pub_time":1774453999000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768399","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.97,"ACWI":0.6,"ALLW":0.6,"BMAY":0.6,"DBSC":0.6,"ETFT":0.6,"MESmain":0.6,"VIXmain":0.6,"VXMmain":0.6,"GPIX":0.6,"HIBL":0.6,"IVE":0.6,"IVOO":0.6,"IVV":0.6,"IVW":0.6,"JEPI":0.6,"MOAT":0.6,"MS":1.91,"OEF":0.6,"OEX":0.6,"RSP":0.6,"SDS":0.6,"SH":0.6,"SPDN":0.6,"SPHD":0.6,"SPHQ":0.6,"SPLV":0.6,"SPMO":0.6,"SPUS":0.6,"SPUU":0.6,"SPXL":0.6,"SPXS":0.6,"SPXU":0.6,"SPYD":0.6,"SPYG":0.6,"SPYI":0.6,"SPYM":0.6,"SPYQ":0.6,"SPYV":0.6,"SSO":0.6,"SVIX":0.6,"SVOL":0.6,"SVXY":0.6,"TVIXF":0.6,"UPRO":0.6,"USMV":0.6,"UVXY":0.6,"VEU":0.6,"VIXM":0.6,"VIXY":0.6,"VTI":0.6,"VTV":0.6,"VVIX":0.6,"VXX":0.6,"VXZ":0.6,"VYLD":0.6,"XDTE":0.6,"XYLD":0.6},"rights":null},{"id":537853,"article_id":"2622070597","title":"AI“抢饭碗”，硅谷大裁员！一线工程师戳破真相：AI效率被严重高估，人类被倒逼成审核员，工作量是过去10倍","subtitle":"","subtitle_show":0,"pub_time":1774452024000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768390","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":537865,"article_id":"2622705150","title":"停火概率50%，高盛将投资者分为三大阵营，称\"现在庆祝还为时尚早\"","subtitle":"","subtitle_show":0,"pub_time":1774452011000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768394","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":537624,"article_id":"2622778630","title":"花旗力挺CPO：四大核心组件市场将在2027-2028年迎来指数级爆发","subtitle":"","subtitle_show":0,"pub_time":1774449872000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768388","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":537399,"article_id":"2622079151","title":"拼多多电话会：“重投供应链，三年再造一个拼多多”，利润率波动将是常态","subtitle":"","subtitle_show":0,"pub_time":1774448142000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768383","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"PDD":1.98},"rights":null},{"id":537235,"article_id":"2622071744","title":"新氧的“重资产游戏”亟待盈利时刻","subtitle":"","subtitle_show":0,"pub_time":1774446675000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768389","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06838":1.5,"SY":1.5},"rights":null},{"id":537222,"article_id":"2622232071","title":"通胀压力悄然升温，美国进口价格创2022年以来最大涨幅","subtitle":"","subtitle_show":0,"pub_time":1774446421000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768385","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"VDE":0.62,"XOP":0.62},"rights":null},{"id":537102,"article_id":"2622715410","title":"WPS撑起六成收入，金山软件要走出“游戏依赖”了吗","subtitle":"","subtitle_show":0,"pub_time":1774445357000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768386","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03888":1.5,"KSFTF":1.5,"WPS":1.5},"rights":null},{"id":536740,"article_id":"2622076056","title":"直面Seedance2.0挑战？快手可灵想要年内收入翻倍","subtitle":"","subtitle_show":0,"pub_time":1774443577000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768382","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81024":0.6,"01024":1.96},"rights":null},{"id":536706,"article_id":"2622076055","title":"SaaS末日渐近？AI时代，软件合同正在悄然变短","subtitle":"","subtitle_show":0,"pub_time":1774443422000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768378","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"VGT":1.5},"rights":null},{"id":536973,"article_id":"2622792240","title":"AI需求爆发，金山云Q4收入创新高，Non-GAAP EBITDA同比翻番 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774443398000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768381","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03888":1.5,"03896":1.5,"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"KC":1.5},"rights":null},{"id":537085,"article_id":"2622071382","title":"警惕“停火反弹”陷阱！策略师：伊朗接受协议的可能性不大，建议“逢高做空”！","subtitle":"","subtitle_show":0,"pub_time":1774442427000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768380","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GIG":1},"rights":null},{"id":535969,"article_id":"2622078979","title":"AI末日论背后机构再出手：美联储将\"视而不见\"油价冲击，All in一年内降息","subtitle":"","subtitle_show":0,"pub_time":1774441840000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768372","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"AGG":1.5,"AGIX":1.5,"AIPO":1.5,"BIL":1.5,"BND":1.5,"BOXX":1.5,"CHAT":1.5,"DBO":1.5,"DPST":0.6,"DUG":1.5,"FAZ":1.5,"MESmain":0.6,"UBmain":0.6,"GOVT":0.6,"HYG":1.5,"IEF":1.5,"IEI":0.6,"IVV":0.6,"KBE":1.5,"KBWB":0.6,"LQD":1.5,"MUB":1.5,"OEX":0.6,"OIH":1.5,"OILT":1.5,"OILU":1.5,"SH":0.6,"SHV":1.5,"SHY":1.5,"SKRE":1.5,"SPY":1.5,"SPYQ":0.6,"SSO":0.6,"TLTW":0.6,"TMF":1.5,"UDN":1.5,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5,"UUP":1.5,"VDE":1.5,"VOO":1.5},"rights":null},{"id":536456,"article_id":"2622075418","title":"伊朗若封锁油脉，谁最赚钱？一支法国“扫雷无人机”家族跻身亿万富豪","subtitle":"","subtitle_show":0,"pub_time":1774441826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768379","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EUO":0.6,"EURmain":0.9,"MEURmain":0.85,"FXE":0.6},"rights":null},{"id":535995,"article_id":"2622548078","title":"黄金的“黄金坑”：收复4500美元关口后，抛售潮结束了吗?","subtitle":"","subtitle_show":0,"pub_time":1774439105800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768353","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"1OZmain":2,"GCmain":2,"HGmain":2,"MGC2602":2,"MGCmain":2,"MHGmain":2,"PAmain":2,"PLmain":2,"SIL2603":2,"SILmain":2,"SImain":2,"XAGUSD.FOREX":2,"XAUUSD.FOREX":2},"rights":null},{"id":535739,"article_id":"2622702092","title":"15年终盈利，知乎靠网文和节流打赢的翻身仗","subtitle":"","subtitle_show":0,"pub_time":1774436206000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768368","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02390":1.5,"ZH":1.5},"rights":null},{"id":535521,"article_id":"2622279420","title":"警报升级！高盛、穆迪集体上调美国经济萎缩风险，衰退概率飙升至48.6%","subtitle":"","subtitle_show":0,"pub_time":1774436057000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768365","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"ITB":1.5,"NAIL":1.5,"XLP":1.5},"rights":null},{"id":535704,"article_id":"2622205780","title":"拼多多Q4营收同比增长12%，净利润下滑11%，管理层宣布全力押注供应链投资 | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774434622000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768364","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"KPDD":0.6,"PDD":1.98,"PDDL":0.6},"rights":null},{"id":535299,"article_id":"2622022986","title":"伊朗战争冲击2万亿美元AI投资，基建与硬件首当其冲","subtitle":"","subtitle_show":0,"pub_time":1774434076000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768362","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5},"rights":null},{"id":535201,"article_id":"2622247290","title":"权益持仓超1.2万亿！“寿险头雁”披露年报，鸿鹄基金首次“官宣”规模数据","subtitle":"","subtitle_show":0,"pub_time":1774432992000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768361","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"02252":1.5},"rights":null},{"id":534880,"article_id":"2622021557","title":"地缘危机倒逼，新能源平价时代提前到来！","subtitle":"","subtitle_show":0,"pub_time":1774430780000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768351","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159875":1.5,"160640":1.5,"399941":1.5,"000941.SH":1.5},"rights":null},{"id":534803,"article_id":"2622029401","title":"高油价正在“杀死需求”：冲击从亚洲爆发","subtitle":"","subtitle_show":0,"pub_time":1774429029000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768346","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DUG":0.71,"HOmain":0.71,"IEA":1,"XOP":0.9},"rights":null},{"id":534759,"article_id":"2622029676","title":"美国放松制裁后俄油需求回升，印度已采购6000万桶俄油","subtitle":"","subtitle_show":0,"pub_time":1774428123000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768355","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":1.5},"rights":null},{"id":534157,"article_id":"2622002331","title":"中远海运集运：即日恢复中东六国订舱业务","subtitle":"","subtitle_show":0,"pub_time":1774428031200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768348","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00517":2,"01199":2},"rights":null},{"id":534533,"article_id":"2622402510","title":"5年内市值不到9万亿不兑现期权！Meta推出史上最激进高管激励机制","subtitle":"","subtitle_show":0,"pub_time":1774426964000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768352","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"META":1.98,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6},"rights":null},{"id":534251,"article_id":"2622989023","title":"无惧短期阵痛，高盛坚定看好小米：AI有望打开价值空间，AIoT提供安全垫","subtitle":"","subtitle_show":0,"pub_time":1774425652000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768349","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"81810":0.6,"01810":1.98,"GSX":0.6,"HXXD.SI":0.6,"XIACY":1.98},"rights":null},{"id":533978,"article_id":"2622244040","title":"高盛：私募信贷会引发新的金融危机吗？","subtitle":"","subtitle_show":0,"pub_time":1774422944000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768343","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"BDC":1,"GSX":0.6,"PIK":1,"VGT":0.66},"rights":null},{"id":533841,"article_id":"2622047089","title":"不再“单飞”后，平安好医生变强了","subtitle":"","subtitle_show":0,"pub_time":1774421545000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768341","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"01833":1.5},"rights":null},{"id":534101,"article_id":"2622479540","title":"市监总局刊文“外卖大战该结束了”，美团、阿里直线拉升，这一年烧光800亿","subtitle":"","subtitle_show":0,"pub_time":1774421251000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768336","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03690":1.96,"09618":1.91,"09988":1.94,"BABA":1.94,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"HMTD.SI":0.6,"JD":1.91,"KBAB":0.6,"MPNGY":1.96},"rights":null},{"id":533716,"article_id":"2622420980","title":"美国一边向伊朗提出15点停火方案一边加紧增兵，伊朗告诉调解方：怀疑和平谈判只是一个幌子","subtitle":"","subtitle_show":0,"pub_time":1774420587000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768338","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":533440,"article_id":"2622204411","title":"数据整合、全员动员、场景建设--全球最大主权基金分享“如何使用AI”","subtitle":"","subtitle_show":0,"pub_time":1774417838000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768326","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":533092,"article_id":"2622498940","title":"70%原油来自中东！霍尔木兹“卡死”，韩国进入“危机模式”","subtitle":"","subtitle_show":0,"pub_time":1774415595800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768331","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DBO":1.5,"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"UCO":1.5,"USO":1.5,"XOP":1.5},"rights":null},{"id":533161,"article_id":"2622049233","title":"从根本上改变工作方式、价值创造模式、决策机制--AI正加速颠覆一切","subtitle":"","subtitle_show":0,"pub_time":1774412648000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768328","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"07747":2,"09347":2,"AIYY":0.6,"AMD":2,"AVGO":2,"INTC":2,"MRVL":2,"MU":2,"MUD":2,"MULL":2,"MUU":2,"NVDA":2,"QCOM":2,"ROBO":0.62,"SMSD.UK":2,"SNDK":2,"SSNLF":2,"STX":2,"VGT":0.89,"WDC":2},"rights":null},{"id":533315,"article_id":"2622871046","title":"上周美股抛售潮中，科技股成为唯一避风港","subtitle":"","subtitle_show":0,"pub_time":1774409516000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768325","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"ESmain":2,"MNQ2603":2,"MNQ2612":2,"MNQmain":2,"NDX":2,"NQmain":2,"YMmain":2},"rights":null},{"id":532989,"article_id":"2622045727","title":"“新债王”Gundlach：美股还没到买入时机，今年降息预期已破灭，现在是抄底黄金的好时候","subtitle":"","subtitle_show":0,"pub_time":1774409181000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768327","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDXD":1.5,"GDXJ":1.5,"GLD":0.6,"GLL":1.5,"IAUM":1.5,"JNUG":1.5,"NUGT":0.6,"PALL":1.5,"SGOL":1.5,"XME":1.5},"rights":null},{"id":532979,"article_id":"2622045244","title":"巴克莱：美元反弹是一场“苦涩的胜利”，地缘局势一旦缓和将触发回调","subtitle":"","subtitle_show":0,"pub_time":1774408816000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768323","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"EUO":0.6,"EURmain":0.88,"FXE":0.6},"rights":null},{"id":532823,"article_id":"2622043552","title":"看不清方向、猜不透反转！当AI颠覆撞上地缘动荡，如何在毫无确定性的市场中交易？","subtitle":"","subtitle_show":0,"pub_time":1774405660000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768321","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"DUST":0.6,"GCmain":0.69,"SGCmain":0.6,"SGUmain":0.6,"VIXmain":0.71,"VXMmain":0.6,"NUGT":0.6,"SVIX":0.6,"SVOL":0.6,"TVIXF":0.6,"USMV":0.6,"VIXM":0.6,"VIXY":0.6,"VVIX":0.6,"VXZ":0.6,"VYLD":0.6},"rights":null},{"id":532733,"article_id":"2622010249","title":"6月见？苹果测试“新AI Siri”，包含“全新界面，完成特定任务，设置Ask按钮”","subtitle":"","subtitle_show":0,"pub_time":1774402640000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768320","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPL":1.97,"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPY":0.6,"APLY":0.6,"MACW.SI":0.6},"rights":null},{"id":532485,"article_id":"2622010818","title":"阿里挥师攻上AI中枢芯片高地","subtitle":"","subtitle_show":0,"pub_time":1774401470000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768273","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.91,"BABA":1.91,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":532491,"article_id":"2622650010","title":"汽车巨头试水军工！德国大众集团洽谈“旗下困境工厂”转产“导弹防御零部件”","subtitle":"","subtitle_show":0,"pub_time":1774401375000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768318","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"161024":1.5,"FDAXmain":1.5,"FDXMmain":1.5,"FDXSmain":0.6,"SHLD":1.5},"rights":null},{"id":532688,"article_id":"2622801086","title":"二季度存储价格涨幅“远超预期”，野村：“存储长期牛市”远超“油价短期上涨”","subtitle":"","subtitle_show":0,"pub_time":1774401079000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768315","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DBO":1.5,"DUG":1.5},"rights":null},{"id":532398,"article_id":"2622688017","title":"最坚挺的多头也“扛不住”了？散户自2023年底以来“首次抛售”美股","subtitle":"","subtitle_show":0,"pub_time":1774399730000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768312","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":532337,"article_id":"2622901269","title":"华尔街“警告”特朗普！两年期美债拍卖“罕见的惨淡”，市场逼近“转折点”","subtitle":"","subtitle_show":0,"pub_time":1774398308000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768309","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOVT":0.6,"IEI":0.6,"TLT":1.91},"rights":null},{"id":532307,"article_id":"2622014781","title":"“赎回潮”席卷美国私募信贷业，PE巨头股价全线下挫","subtitle":"","subtitle_show":0,"pub_time":1774397268000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768311","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"APOS":2,"ARES":2,"BX":2,"OBDE":2},"rights":null},{"id":531961,"article_id":"2622193570","title":"AI自主决策权扩大，Anthropic为Claude Code引入自动模式","subtitle":"","subtitle_show":0,"pub_time":1774390585000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768305","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AI":0.9,"AIYY":0.6},"rights":null},{"id":532831,"article_id":"2622154280","title":"软件股再溃败！亚马逊新工具引发连锁反应，软件ETF重挫4%，年内跌幅扩至23%","subtitle":"","subtitle_show":0,"pub_time":1774384802000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768296","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AMZD":0.6,"AMZN":1.93,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"AZYY":0.6,"IGV":1.95,"USAW.SI":0.6},"rights":null},{"id":532795,"article_id":"2622092380","title":"翻台率下滑的海底捞，开始给“副业”搭台了","subtitle":"","subtitle_show":0,"pub_time":1774373670000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768293","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06862":1.5},"rights":null},{"id":530597,"article_id":"2622944980","title":"摩根大通阿里投资者会：公司长期价值叙事完好，估值存在显著期权价值低估","subtitle":"","subtitle_show":0,"pub_time":1774372650000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768294","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.96,"BABA":1.96,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"JPMO":0.6,"KBAB":0.6},"rights":null},{"id":529997,"article_id":"2621099811","title":"OFC光通信大会上的路线之争，到底在争什么？","subtitle":"","subtitle_show":0,"pub_time":1774366462000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768288","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"MS":0.72,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.91,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":null},{"id":532834,"article_id":"2621816099","title":"博通高管坦言：台积电产能已从\"近乎无限\"走向\"触及极限\"","subtitle":"","subtitle_show":0,"pub_time":1774366444000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768291","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"03145":0.6,"AVGG":0.6,"AVGO":1.88,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVL":0.6,"AVS":0.6,"STSM":0.6,"TSM":1.95,"TSMG":0.6,"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"TSMZ":0.6},"rights":null},{"id":529536,"article_id":"2621093410","title":"美国3月综合PMI意外降至51.4，制造业扩张提速，服务业增长放缓","subtitle":"","subtitle_show":0,"pub_time":1774362028000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768286","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":529325,"article_id":"2621209848","title":"台积电投资者十大问题解析：AI需求、产能扩张与竞争格局","subtitle":"","subtitle_show":0,"pub_time":1774361514200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768282","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSM":2,"TSMX":2},"rights":null},{"id":529307,"article_id":"2621098435","title":"华尔街评老铺黄金财报：业绩远超预期，公司正迈向中国首个真正奢侈品牌","subtitle":"","subtitle_show":0,"pub_time":1774359860000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768285","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"06181":1.5,"FAZ":1.5},"rights":null},{"id":529317,"article_id":"2621098480","title":"海外资金加速撤离，美债遭遇六年来最大抛售压力！","subtitle":"","subtitle_show":0,"pub_time":1774359472000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768283","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOVT":0.6,"IEI":0.6,"TMV":1.87},"rights":null},{"id":532859,"article_id":"2621608220","title":"伯恩斯坦“泼冷水”：马斯克超级芯片工厂需5-13万亿美元资本开支，\"比登陆火星还难\"","subtitle":"","subtitle_show":0,"pub_time":1774357624000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768281","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLA":1.91,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":528799,"article_id":"2621675170","title":"SemiAnalysis GTC深度解读：三款新系统背后，英伟达正在重新定义AI基础设施的边界","subtitle":"","subtitle_show":0,"pub_time":1774356936000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768278","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":null},{"id":528691,"article_id":"2621622730","title":"“刮骨”两年，平安银行誓要重回增长","subtitle":"","subtitle_show":0,"pub_time":1774353634000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768277","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"000001":1.5},"rights":null},{"id":528123,"article_id":"2621061533","title":"动用黄金储备！土耳其里拉保卫战升级，拟开启金汇兑换应对战争冲击","subtitle":"","subtitle_show":0,"pub_time":1774352670900,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768271","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDXD":1.5,"GDXJ":1.5,"GLD":0.6,"GLL":1.5,"IAUM":1.5,"JNUG":1.5,"NUGT":0.6,"PALL":1.5,"SGOL":1.5,"XME":1.5},"rights":null},{"id":526907,"article_id":"2621057492","title":"押注中东战争爆发的Polymarket交易员：下周达成停火协议！","subtitle":"","subtitle_show":0,"pub_time":1774351231000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768264","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"1OZmain":2,"BZmain":2,"CLmain":2,"GCmain":2,"MGC2602":2,"MGCmain":2,"NDX":2,"SIL2603":2,"SILmain":2,"SImain":2,"XAGUSD.FOREX":2,"XAUUSD.FOREX":2},"rights":null},{"id":528006,"article_id":"2621692660","title":"滞胀警报拉响！欧元区3月综合PMI跌至10个月低点，法国PMI连降三月陷入收缩","subtitle":"","subtitle_show":0,"pub_time":1774348183000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768268","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":527020,"article_id":"2621805097","title":"战争和AI，谁主浮沉","subtitle":"","subtitle_show":0,"pub_time":1774344217800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768259","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AI":0.9,"AIYY":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"VGT":0.71},"rights":null},{"id":527032,"article_id":"2621805048","title":"人保财险新帅落定：70后张道明就任党委书记","subtitle":"","subtitle_show":0,"pub_time":1774343372000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768266","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":527945,"article_id":"2621110052","title":"黄金陷入技术性熊市，华尔街逆势看好：长期逻辑没变，回调即买入机会","subtitle":"","subtitle_show":0,"pub_time":1774340585000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768254","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"1OZmain":2,"GCmain":2,"HGmain":2,"MGC2602":2,"MGCmain":2,"MHGmain":2,"PAmain":2,"PLmain":2,"SIL2603":2,"SILmain":2,"SImain":2,"XAGUSD.FOREX":2,"XAUUSD.FOREX":2},"rights":null},{"id":526702,"article_id":"2621052387","title":"霍尔木兹海峡“锁住”氦气--全球芯片供应链危机“一触即发”","subtitle":"","subtitle_show":0,"pub_time":1774339788000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768230","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DB":1.94,"SOXX":1.87},"rights":null},{"id":526471,"article_id":"2621051735","title":"美伊和谈信号？中东多国积极行动：巴基斯坦斡旋停火、伊朗埃及外长通话","subtitle":"","subtitle_show":0,"pub_time":1774337114000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768253","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"LNG":1},"rights":null},{"id":526342,"article_id":"2621059216","title":"史上最大规模！日本周四起释放石油储备，首艘绕行油轮即将抵日","subtitle":"","subtitle_show":0,"pub_time":1774336443000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768245","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XOP":1.5},"rights":null},{"id":526310,"article_id":"2621059110","title":"阿里海外上线电商Agent：AI开始帮忙开店做生意了","subtitle":"","subtitle_show":0,"pub_time":1774336352000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768249","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09988":1.93,"BABA":1.93,"BABO":0.6,"BABU":0.6,"BABW":0.6,"BABX":0.6,"BBYY":0.6,"KBAB":0.6},"rights":null},{"id":526166,"article_id":"2621056949","title":"摩根大通量化石油冲击：全球石油供应缺口或持续在千万桶/日，政策工具恐难填补","subtitle":"","subtitle_show":0,"pub_time":1774336012100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768246","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"JPM":1.5,"JPMO":0.6,"XOP":1.5},"rights":null},{"id":526025,"article_id":"2621128055","title":"美国最大炼油厂之一爆炸起火，日均产能39.5万桶，油价明显反弹！","subtitle":"","subtitle_show":0,"pub_time":1774333830700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768241","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":1.5},"rights":null},{"id":526047,"article_id":"2621805542","title":"提价加降本，康师傅2025年利润增逾两成","subtitle":"","subtitle_show":0,"pub_time":1774333691000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768243","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"CEO":1},"rights":null},{"id":526148,"article_id":"2621056630","title":"私募信贷暴雷，摩根大通两头赚钱：既当债主又帮人做空","subtitle":"","subtitle_show":0,"pub_time":1774333623000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768247","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPMO":0.6},"rights":null},{"id":525745,"article_id":"2621067058","title":"无人机--火爆的“物理AI”，稀土依旧关键","subtitle":"","subtitle_show":0,"pub_time":1774331818100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768224","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"REMX":1.5},"rights":null},{"id":525382,"article_id":"2621032442","title":"黄仁勋深度访谈：“Token经济”爆发，AI计算占GDP比重将翻百倍，英伟达10万亿是必然","subtitle":"","subtitle_show":0,"pub_time":1774328119000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768219","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":null},{"id":525941,"article_id":"2621058353","title":"市场对AI投资“用脚投票”？美银：腾讯很稳健，耐心是美德","subtitle":"","subtitle_show":0,"pub_time":1774327839000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768229","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"00700":1.96,"HTCD.SI":0.6,"TCEHY":1.96},"rights":null},{"id":525192,"article_id":"2621310810","title":"AH股高开低走：创业板跌超2%，生物医药拉升，光伏大跌，恒科指转跌，新消费反弹、老铺黄金涨8%","subtitle":"","subtitle_show":0,"pub_time":1774318613000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768220","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159915":1.5,"159967":0.6,"159982":1.5,"161726":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"399441":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"000001.SH":1.5,"000300.SH":0.6,"000688.SH":0.6,"000905.SH":0.6,"06181":1.5,"XBI":1.5},"rights":null},{"id":525037,"article_id":"2621039014","title":"1.3%！日本2月CPI连续四个月下滑，创近4年新低","subtitle":"","subtitle_show":0,"pub_time":1774316539000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768218","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DXJ":0.9,"EWJ":0.9,"HEWJ":0.9,"TLTW":0.6,"TMF":0.6,"US10Y.BOND":0.76,"US12M.BOND":0.76,"US2Y.BOND":0.76,"US30Y.BOND":0.76,"US3Y.BOND":0.76,"US5Y.BOND":0.76,"US6M.BOND":0.76,"US7Y.BOND":0.76,"USDJPY.FOREX":0.9},"rights":null},{"id":516939,"article_id":"2621116726","title":"新美联储通讯社：美联储面临历史上最尴尬的权力交接","subtitle":"","subtitle_show":0,"pub_time":1774314066200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768126","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IEI":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SSO":0.6,"TLTW":0.6,"UPRO":0.6},"rights":null},{"id":526044,"article_id":"2621036632","title":"又现内幕交易？特朗普“TACO”前15分钟，原油期货交易量激增","subtitle":"","subtitle_show":0,"pub_time":1774313788000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768214","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"CLmain":1.5},"rights":null},{"id":524747,"article_id":"2621451035","title":"信口雌黄、反复无常？特朗普告诉“华尔街空头”：撒谎可耻但有用！","subtitle":"","subtitle_show":0,"pub_time":1774313120700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768213","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":1.5},"rights":null},{"id":524832,"article_id":"2621536036","title":"特朗普TACO！亚太股市大幅高开，韩国综指涨超4%，原油大跌后反弹","subtitle":"","subtitle_show":0,"pub_time":1774310718000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768212","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"TACO":1.5,"XOP":1.5},"rights":null},{"id":524702,"article_id":"2621337200","title":"摩根大通提供“五大云厂债券CDS”，便于投资者“对冲AI风险”","subtitle":"","subtitle_show":0,"pub_time":1774310662000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768211","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"JPM":1.5,"JPMO":0.6},"rights":null},{"id":524659,"article_id":"2621033909","title":"30%！高盛上调美国经济衰退概率","subtitle":"","subtitle_show":0,"pub_time":1774310218000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768209","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XLP":1.5},"rights":null},{"id":524651,"article_id":"2621389400","title":"美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号","subtitle":"","subtitle_show":0,"pub_time":1774308281400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768206","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":1.5,"BKR":2,"BP":2,"BZmain":2,"CLmain":2,"COP":2,"CVX":2,"DVN":2,"EQNR":2,"ESmain":2,"HAL":2,"INDO":2,"MPC":2,"MUR":2,"NQmain":2,"OXY":2,"PBF":2,"PBR":2,"PSX":2,"SHEL":2,"SLB":2,"USEG":2,"VLO":2,"XOM":2,"YMmain":2},"rights":null},{"id":524641,"article_id":"2621084122","title":"大厂围剿Robotaxi，文远知行能否守住“先发优势”","subtitle":"","subtitle_show":0,"pub_time":1774297802000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768192","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00800":1.96,"WRD":1.96},"rights":null},{"id":522419,"article_id":"2621700204","title":"美能源部长称将可能再次释放战略石油储备，但可能性很低","subtitle":"","subtitle_show":0,"pub_time":1774283396000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768195","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XLE":1.5,"XOP":1.5},"rights":null},{"id":522197,"article_id":"2621239707","title":"量化投资昂首进入“龙虾时代”:百万元“养”一只“龙虾”？","subtitle":"","subtitle_show":0,"pub_time":1774280186000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768194","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"VGT":0.66},"rights":null},{"id":521895,"article_id":"2621438702","title":"美联储理事Miran：地缘冲击尚不足以改变年内四次降息预判","subtitle":"","subtitle_show":0,"pub_time":1774277903000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768193","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IEI":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SSO":0.6,"TLT":1.62,"TLTW":0.6,"TMF":1.6,"UPRO":0.6},"rights":null},{"id":525389,"article_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”","subtitle":"","subtitle_show":0,"pub_time":1774273274000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768182","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null},{"id":521099,"article_id":"2621570968","title":"报道：日本考虑干预原油期货，中东危机持续推高成本","subtitle":"","subtitle_show":0,"pub_time":1774272459000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768188","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":520996,"article_id":"1175066982","title":"三花智控2025年营收310亿元，同增11%，归母净利增逾31%","subtitle":"","subtitle_show":0,"pub_time":1774271607822,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"002050":1.5,"02050":1.5},"rights":null},{"id":521010,"article_id":"2621706733","title":"自动驾驶的转折之年真的到来了？","subtitle":"","subtitle_show":0,"pub_time":1774271459000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768184","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"09868":1.92,"2NVD.UK":0.6,"3NVD.UK":0.6,"AIYY":0.6,"ANV":0.6,"DIPS":0.6,"EVS.SI":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.88,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"XPEG":0.6,"XPEV":1.92},"rights":null},{"id":521295,"article_id":"2621013447","title":"美国芝加哥联储主席Goolsbee：可能会出现需要加息的情况","subtitle":"","subtitle_show":0,"pub_time":1774270164000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768179","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":520733,"article_id":"2621070577","title":"5.26%！日本35年来最大薪资涨幅来袭，央行加息窗口或提前开启","subtitle":"","subtitle_show":0,"pub_time":1774270088000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768177","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":520727,"article_id":"2621470571","title":"Robotaxi车队翻倍，文远知行2025年营收同比大增89.6%，净亏损收窄34.2% | 财报见闻","subtitle":"","subtitle_show":0,"pub_time":1774268338000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768175","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00800":1.98,"WRD":1.98},"rights":null},{"id":519424,"article_id":"2621777671","title":"伊朗冲突重创全球债市，3月蒸发2.5万亿美元市值，势创2022年以来最大单月跌幅！","subtitle":"","subtitle_show":0,"pub_time":1774263372000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768166","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"03435":1.5,"10Ymain":0.6},"rights":null},{"id":517531,"article_id":"2621722744","title":"还没到“投降”时刻！高盛警告：AI或是最后的抛售来源","subtitle":"","subtitle_show":0,"pub_time":1774262682200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768142","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"07709":2,"07747":2,"09347":2,"APLD":2,"APP":2,"BBAI":2,"CRWV":2,"GOOG":2,"GOOGL":2,"IBM":2,"IONQ":2,"IREN":2,"MDB":2,"META":2,"MSFT":2,"MU":2,"MUD":2,"MULL":2,"MUU":2,"ORCL":2,"PATH":2,"PLTR":2,"QBTS":2,"QUBT":2,"RGTI":2,"SMCI":2,"SMSD.UK":2,"SNDK":2,"SNPS":2,"SOUN":2,"SSNLF":2,"STX":2,"WDC":2},"rights":null},{"id":519139,"article_id":"2621317772","title":"从商战到法庭：大疆终于向影石发起专利战了","subtitle":"","subtitle_show":0,"pub_time":1774259172000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768162","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GPRO":0.9},"rights":null},{"id":518753,"article_id":"2621771886","title":"“范式转变”来了！油价飙升下的安全感——新能源！","subtitle":"","subtitle_show":0,"pub_time":1774257562000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768156","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159875":1.5,"160640":1.5,"399941":1.5,"000941.SH":1.5,"DUG":1.5},"rights":null},{"id":518714,"article_id":"2621779799","title":"中东冲突持续升级！伊朗：若岛屿遭袭将在波斯湾布设水雷","subtitle":"","subtitle_show":0,"pub_time":1774257518000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768158","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DUG":0.68},"rights":null},{"id":518349,"article_id":"2621751217","title":"美联储加息需要什么条件？","subtitle":"","subtitle_show":0,"pub_time":1774255987400,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768148","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"AGG":2,"BND":2,"BOXX":2,"EDV":2,"ESmain":2,"GOVT":2,"HYG":2,"IEF":2,"NQmain":2,"QQQ":2,"SCHO":2,"SGOV":2,"SHV":2,"SHY":2,"SQQQ":2,"TBT":2,"TLH":2,"TLT":2,"TLTW":2,"TMF":2,"TMV":2,"TQQQ":2,"UBT":2,"VGIT":2,"VGLT":2,"VGSH":2,"VIX":2,"VIXmain":2,"VIXY":2,"VXX":2,"YMmain":2},"rights":null},{"id":518012,"article_id":"2621977848","title":"俄罗斯央行前高官警告：化肥危机将在6至9个月内引爆全球食品价格冲击","subtitle":"","subtitle_show":0,"pub_time":1774251664000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768153","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159151":1.5},"rights":null},{"id":517837,"article_id":"1187326406","title":"黄金抹去今年所有涨幅！避险资产为何在中东冲突中\"失灵\"？","subtitle":"","subtitle_show":0,"pub_time":1774250169506,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"1OZmain":2,"GCmain":2,"HGmain":2,"MGC2602":2,"MGCmain":2,"MHGmain":2,"PAmain":2,"PLmain":2,"SIL2603":2,"SILmain":2,"SImain":2,"XAGUSD.FOREX":2,"XAUUSD.FOREX":2},"rights":null},{"id":517629,"article_id":"2621275987","title":"俄罗斯主要原油出口港遭遇无人机袭击，油罐受损","subtitle":"","subtitle_show":0,"pub_time":1774248316000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768147","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"SCO":1.5,"UCO":1.5,"USO":1.5,"XOP":1.5},"rights":null},{"id":517589,"article_id":"2621369727","title":"“最后通牒”下：伊朗重申“若发电站遭袭将以牙还牙”，美考虑地面部队“夺岛”","subtitle":"","subtitle_show":0,"pub_time":1774248074000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768145","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XOP":0.6},"rights":null},{"id":517296,"article_id":"2621672499","title":"硅谷顶级资金集体押注！大摩万字干货详解AI下一个前沿——“世界模型”","subtitle":"","subtitle_show":0,"pub_time":1774247203200,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768134","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":516340,"article_id":"2621740896","title":"特朗普最后通牒还剩24小时，贝森特称“先升级再缓和”，亚洲股市重挫、黄金年内涨幅归零","subtitle":"","subtitle_show":0,"pub_time":1774247138100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768110","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BZmain":2,"CLmain":2,"ESmain":2,"HSCEI":2,"HSI":2,"HSTECH":2,"NQmain":2,"YMmain":2},"rights":null},{"id":517470,"article_id":"2621722108","title":"“最坏的时间点”！澳大利亚最大氨工厂停产两月，全球化肥市场再遭冲击","subtitle":"","subtitle_show":0,"pub_time":1774246891000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768139","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TAN":1},"rights":null},{"id":517527,"article_id":"2621722749","title":"韩国将推史上首批单股杠杆ETF，散户可2倍押注三星、SK海力士","subtitle":"","subtitle_show":0,"pub_time":1774246842000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768138","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":517476,"article_id":"2621177722","title":"日本石油协会：需进行第二次石油储备释放，规模比照首批8000万桶","subtitle":"","subtitle_show":0,"pub_time":1774246836000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768141","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XOP":1.5},"rights":null},{"id":517293,"article_id":"2621995724","title":"IEA：中东超40个能源设施遭“严重损毁”，冲击力堪比史上两次石油危机总和！","subtitle":"","subtitle_show":0,"pub_time":1774243822000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768136","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159945":1.5,"IEA":1.5},"rights":null},{"id":517001,"article_id":"2621293537","title":"伊朗重创卡塔尔氦气出口，全球芯片生产面临危机","subtitle":"","subtitle_show":0,"pub_time":1774243503000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768132","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":516403,"article_id":"2621074060","title":"重磅拆解：美国AI圈的“资本内循环”","subtitle":"","subtitle_show":0,"pub_time":1774242917000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768117","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AIYY":0.6,"AMD":1.85,"AMDD":0.6,"AMDG":0.6,"AMDL":0.6,"AMDU":0.6,"AMDW":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"AMZD":0.6,"AMZP":0.6,"AMZU":0.6,"AMZW":0.6,"AMZY":0.6,"AMZZ":0.6,"ANV":0.6,"AZYY":0.6,"CORD":0.6,"CRWG":0.6,"CRWU":0.6,"CWVX":0.6,"DAMD":0.6,"DIPS":0.6,"DIS":0.77,"DISO":0.6,"MS":0.67,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.9,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.91,"NVDB":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDW":0.6,"NVDX":0.6,"NVDY":0.6,"NVII":0.6,"NVIW.SI":0.6,"ORCL":1.87,"SNVD.UK":0.6,"USAW.SI":0.6},"rights":null},{"id":516880,"article_id":"2621007725","title":"详解Terafab--马斯克为何一定要做“芯片厂”","subtitle":"","subtitle_show":0,"pub_time":1774236858700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768125","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSLA":2},"rights":null},{"id":516965,"article_id":"2621872645","title":"面对高油价冲击，美联储不会加息，而会“更快更大幅度”降息？","subtitle":"","subtitle_show":0,"pub_time":1774236510000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768116","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":1.87,"C":1.95,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IEI":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1.87,"SPYI":0.6,"SSO":0.6,"TLTW":0.6,"UPRO":0.6},"rights":null},{"id":516815,"article_id":"2621725166","title":"这一次，为何美元未大幅走强？--全球资本流动模式“巨变”","subtitle":"","subtitle_show":0,"pub_time":1774233791000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768124","is_publish_highlight":0,"top_time":0,"symbols_score_info":{},"rights":null},{"id":516369,"article_id":"2621740319","title":"AI开始侵入各行各业：“编程自动化”之后，AI巨头奔向“一切自动化”","subtitle":"","subtitle_show":0,"pub_time":1774227837700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768112","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"AI":0.9,"AIYY":0.6,"VGT":0.63},"rights":null},{"id":516259,"article_id":"2621606747","title":"靠“夺取哈尔克岛”，特朗普能让“霍尔木兹海峡”重开吗？","subtitle":"","subtitle_show":0,"pub_time":1774226335800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768111","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"DDG":0.6,"DUG":0.89,"DWT":0.6,"BZmain":0.6,"CLmain":0.68,"QMmain":0.68,"USO":0.71,"XOP":0.9},"rights":null},{"id":516253,"article_id":"2621195712","title":"高盛解读“伊朗战争会持续多久”：市场只交易了“通胀”，还未交易“衰退”","subtitle":"","subtitle_show":0,"pub_time":1774184843700,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768093","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2,"BKR":2,"BP":2,"BZmain":2,"CLmain":2,"COP":2,"CVX":2,"DVN":2,"EQNR":2,"ESmain":2,"GSX":0.6,"HAL":2,"INDO":2,"MPC":2,"MUR":2,"NQmain":2,"OXY":2,"PBF":2,"PBR":2,"PSX":2,"SHEL":2,"SLB":2,"TTE":2,"USEG":2,"VLO":2,"XOM":2,"YMmain":2},"rights":null},{"id":515747,"article_id":"2621714846","title":"波斯湾LNG末班船抵港在即，全球天然气供应悬崖边缘临近","subtitle":"","subtitle_show":0,"pub_time":1774173779000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768092","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DGAZ":0.6,"DUG":1.5,"FCG":1.5,"MNGmain":1.5,"NGmain":1.5,"QGmain":1.5,"KOLD":1.5,"LNG":1.5,"UGAZ":0.6,"UNG":0.6,"XOP":1.5},"rights":null},{"id":515695,"article_id":"2621671690","title":"重磅GTC大会演讲之外，一文读懂黄仁勋本周向华尔街和互联网的讲话要点","subtitle":"","subtitle_show":0,"pub_time":1774162456000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768081","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NVDA":2},"rights":null},{"id":515681,"article_id":"2621716389","title":"美债市场“巨变”：“通胀担忧”压倒“降息预期”","subtitle":"","subtitle_show":0,"pub_time":1774160615000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768084","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOVT":0.6,"GS":1.95,"IEF":1.87,"IEI":0.6},"rights":null},{"id":516236,"article_id":"2621716381","title":"马斯克官宣开建史上最大芯片厂：年产能目标为现有全球产能50倍，80%将直接服务太空任务","subtitle":"","subtitle_show":0,"pub_time":1774160497000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768085","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"TSLA":2},"rights":null},{"id":515684,"article_id":"2621163847","title":"国民级“遥控器”诞生日：微信火速接入龙虾的焦虑与野心","subtitle":"","subtitle_show":0,"pub_time":1774160354000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768086","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"00700":1.95,"AI":0.64,"AIYY":0.6,"HTCD.SI":0.6,"TCEHY":1.95},"rights":null},{"id":515639,"article_id":"2621718220","title":"美债在定价“加息”？准确的说，市场在定价“QE”！","subtitle":"","subtitle_show":0,"pub_time":1774149049000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768079","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GOVT":0.6,"IEI":0.6,"MS":1.91,"TLTW":0.6},"rights":null},{"id":515615,"article_id":"2621790103","title":"ChatGPT首个“广告金主”：过程“很不AI”，数据都不给","subtitle":"","subtitle_show":0,"pub_time":1774146776100,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768075","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":515620,"article_id":"2621790792","title":"伊朗战争已三周，美国“稳油价”的牌“几乎打完”，原油“期现价差”越拉越大","subtitle":"","subtitle_show":0,"pub_time":1774146686800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768077","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"OXY":2},"rights":null},{"id":515625,"article_id":"2621701790","title":"高盛宏观交易员警告：各国央行错失了稳定市场的机会，\"能源正在驱动一切\"","subtitle":"","subtitle_show":0,"pub_time":1774145261000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768076","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"GS":1.5,"GSX":0.6},"rights":null},{"id":515358,"article_id":"2621137764","title":"这一次不一样！股市反应迟钝，央行迟早QE，而黄金难以对冲","subtitle":"","subtitle_show":0,"pub_time":1774096869000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768062","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"1OZmain":1.5,"GCmain":1.5,"MGCmain":1.5,"QOmain":1.5,"SGCmain":0.6,"SGUmain":0.6,"GDXD":1.5,"GDXJ":1.5,"GLDM":1.5,"GLL":1.5,"IAUM":1.5,"JNUG":1.5,"NUGT":0.6,"PALL":1.5,"SGOL":1.5,"XME":1.5},"rights":null},{"id":515407,"article_id":"2621767414","title":"美国私募信贷“火烧连营”：类“次贷”式包装财技，吸收1万亿美元“美国人养老金”","subtitle":"","subtitle_show":0,"pub_time":1774092036000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768065","is_publish_highlight":1,"top_time":0,"symbols_score_info":{},"rights":null},{"id":515378,"article_id":"2621507762","title":"美光2027年EPS超100美元！巴克莱“超级加倍”预测，远超市场共识的54美元","subtitle":"","subtitle_show":0,"pub_time":1774090141000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768063","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MU":1.98,"MUD":0.6,"MULL":0.6},"rights":null},{"id":515343,"article_id":"2621761791","title":"既要又要？舍得酒业的业绩压力与扩张困局","subtitle":"","subtitle_show":0,"pub_time":1774079390000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768056","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"83189":1.5,"600702":1.5,"03189":1.5},"rights":null},{"id":515326,"article_id":"2621613007","title":"美军正向中东增派3艘军舰和约2500名海军陆战队员，石油市场还要等3周？","subtitle":"","subtitle_show":0,"pub_time":1774075860000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768058","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"XOP":0.82},"rights":null},{"id":515273,"article_id":"2621176522","title":"过去一周是一场清算，全球市场开始正视“伊朗战争不会很快结束”","subtitle":"","subtitle_show":0,"pub_time":1774071927600,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768047","is_publish_highlight":1,"top_time":0,"symbols_score_info":{".SPX":2,"US10Y.BOND":0.9,"US12M.BOND":0.9,"US2Y.BOND":0.9,"US30Y.BOND":0.9,"US3Y.BOND":0.9,"US5Y.BOND":0.9,"US6M.BOND":0.9,"US7Y.BOND":0.9},"rights":null},{"id":515292,"article_id":"2621766482","title":"英伟达机器人负责人：AI智能体将引爆机器人领域\"ChatGPT时刻\"","subtitle":"","subtitle_show":0,"pub_time":1774071669500,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768052","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"NVDA":2},"rights":null},{"id":515306,"article_id":"2621769567","title":"Cursor自研新模型反超 Opus 4.6，主打“价格打一折”，网友群嘲“Kimi 2.5套壳”，马斯克认证","subtitle":"","subtitle_show":0,"pub_time":1774071217000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768054","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"07766":0.6,"CRSH":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSDD":0.6,"TSII":0.6,"TSL":0.6,"TSLG":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"TSLT":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6},"rights":null},{"id":515277,"article_id":"2621650437","title":"微软等云大厂开始签“存储采购强制性长约”，“存储周期”将重塑","subtitle":"","subtitle_show":0,"pub_time":1774065196800,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3768048","is_publish_highlight":1,"top_time":0,"symbols_score_info":{"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.92,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6},"rights":null},{"id":515280,"article_id":"2621766836","title":"印度之后，报道称伊朗考虑“暂时”允许日本船只通过霍尔木兹海峡","subtitle":"","subtitle_show":0,"pub_time":1774064863000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768050","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"MNDmain":1.5},"rights":null},{"id":515257,"article_id":"2621765878","title":"不对称的代价！伊朗战争“每持续一天”，对全球经济的伤害“以数月计”","subtitle":"","subtitle_show":0,"pub_time":1774060826000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768046","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DGAZ":0.6,"DUG":0.8,"NGmain":0.9,"LPG":1,"UGAZ":0.6,"UNG":0.6,"XOP":0.6},"rights":null},{"id":515225,"article_id":"2621763945","title":"周五从“升级到降级”，投资者“左右打脸”！特朗普夜间称“正逐步考虑减少对伊军事行动”，油价回落美股期货上涨","subtitle":"","subtitle_show":0,"pub_time":1774057861000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768043","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DUG":1.5,"FGBXmain":1.5},"rights":null},{"id":512517,"article_id":"2620317247","title":"高盛警告：目前市场只是“不稳定的稳定”，信贷“蟑螂”比原油更可怕","subtitle":"","subtitle_show":0,"pub_time":1774014662000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768022","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"DDG":0.6,"DUG":1.5,"DWT":0.6,"BZmain":0.6,"CLmain":1.5,"MCLmain":1.5,"QMmain":1.5,"GSX":0.6,"XOP":1.5},"rights":null},{"id":512459,"article_id":"2620731146","title":"爱美客多线作战之苦：守着“童颜针”，拿起“减肥药”","subtitle":"","subtitle_show":0,"pub_time":1774014008000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768028","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"300896":1.5},"rights":null},{"id":512189,"article_id":"2620396967","title":"美联储理事沃勒：如果就业疲软，将在今年晚些时候再次主张降息","subtitle":"","subtitle_show":0,"pub_time":1774010654000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768024","is_publish_highlight":0,"top_time":0,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"TNmain":0.6,"UBmain":0.6,"ZBmain":0.6,"ZFmain":0.6,"ZTmain":0.6,"GOVT":0.6,"IEI":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPYI":0.6,"SSO":0.6,"TLTW":0.6,"UPRO":0.6},"rights":null},{"id":511846,"article_id":"2620735490","title":"欧央行官员暗示4月加息：数据若走坏，行动在所难免","subtitle":"","subtitle_show":0,"pub_time":1774009451000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768020","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"TLTW":0.6,"TMF":0.6,"US10Y.BOND":1.5,"US12M.BOND":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"US3Y.BOND":1.5,"US5Y.BOND":1.5,"US6M.BOND":1.5,"US7Y.BOND":1.5},"rights":null},{"id":511890,"article_id":"2620735719","title":"IEA：波斯湾油气供应恢复可能需要六个月，世界正面临史上最严重能源危机","subtitle":"","subtitle_show":0,"pub_time":1774008632000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768021","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"IEA":1.5},"rights":null},{"id":511794,"article_id":"2620315735","title":"报道：三星与谷歌、微软就存储芯片长协展开谈判，预付款超100亿美元","subtitle":"","subtitle_show":0,"pub_time":1774007135000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768018","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GGLL":0.6,"GGLS":0.6,"GOOGL":1.87,"GOOP":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"MSFD":0.6,"MSFL":0.6,"MSFO":0.6,"MSFT":1.92,"MSFU":0.6,"MSFW":0.6,"MSFX":0.6,"MSFY":0.6,"USJW.SI":0.6},"rights":null},{"id":511580,"article_id":"2620738781","title":"如何交易战争","subtitle":"","subtitle_show":0,"pub_time":1774006414000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3768013","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"159934":0.6,"518880":0.6,"GCmain":0.86,"SGCmain":0.6,"SGUmain":0.6,"NUGT":0.6,"TIPS":1},"rights":null},{"id":510439,"article_id":"2620867027","title":"“国际同行在减产，中国金矿商在扫货！”国内矿企今年业绩有望领跑全球","subtitle":"","subtitle_show":0,"pub_time":1773995664000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3767999","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"AAAU":1.5,"DGP":1.5,"DUST":1.5,"DZZ":1.5,"GDXD":1.5,"GDXJ":1.5,"GLDM":1.5,"GLL":1.5,"IAUM":1.5,"JNUG":1.5,"PALL":1.5,"SGOL":1.5},"rights":null},{"id":510291,"article_id":"2620878502","title":"能源危机加剧！多国被迫推行“4天工作制”，航班停飞，化工业停摆","subtitle":"","subtitle_show":0,"pub_time":1773994472000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3767985","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"HOmain":0.73,"JPMO":0.6},"rights":null},{"id":510229,"article_id":"2620785499","title":"风暴降临！多头基金抛售创新高，散户交易量自冲突以来暴跌43%","subtitle":"","subtitle_show":0,"pub_time":1773994126000,"source_id":"wallstreet_highlight","language":"zh","url":"https://wallstreetcn.com/articles/3767996","is_publish_highlight":0,"top_time":0,"symbols_score_info":{"GSX":0.6},"rights":null}],"views":[],"tweetList":[{"id":568153710867456,"gmtCreate":1779738519513,"gmtModify":1779738523153,"author":{"id":"3573446332679706","authorId":"3573446332679706","name":"V y","avatar":"https://community-static.tradeup.com/news/e9262203e5c721f64c6375096716462d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573446332679706","idStr":"3573446332679706"},"themes":[],"title":"","htmlText":"MU already price in 2027","listText":"MU already price in 2027","text":"MU already price in 2027","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568153710867456","repostId":"2638553272","repostType":2,"repost":{"id":"2638553272","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1779717030,"share":"https://ttm.financial/m/news/2638553272?lang=en_US&edition=fundamental","pubTime":"2026-05-25 21:50","market":"nz","language":"zh","title":"Storage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2638553272","media":"华尔街见闻","summary":"美光在摩根大通科技峰会上表示，受AI强劲需求驱动，HBM、DRAM及NAND的供应紧张局面预计将持续至2026年以后。供应扩张面临性能提升收窄、晶粒尺寸增大及EUV爬坡制约等结构性瓶颈，即便厂商全力推进产能建设，短期内仍难以填补AI带来的供给缺口。","content":"<p><html><head></head><body><p style=\"text-align: left;\"><span style=\"color: rgb(34, 34, 34); background-color: rgb(255, 255, 255);\">Micron said at the JPMorgan Technology Summit that driven by the strong demand for AI, the tight supply of HBM, DRAM and NAND is expected to continue beyond 2026. Supply expansion faces structural bottlenecks such as performance improvement and narrowing, grain size increase and EUV climbing constraints. Even if manufacturers fully promote production capacity construction, it will still be difficult to fill the supply gap brought by AI in the short term.</span></p><p><p style=\"text-align: left;\">The AI computing power arms race is pushing the global memory chip market into a multi-year supply shortage.</p><p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) Management in<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>At the annual tech summit,<strong>Supply tightness of HBM, DRAM and NAND memory chips is expected to extend well beyond 2026.<a href=\"https://laohu8.com/S/600405\">power source</a>Since the application of artificial intelligence has a strong demand for high-performance storage, and the supply side is constrained by technical bottlenecks, it is difficult to expand production rapidly.</strong></p><p><p style=\"text-align: left;\">JPMorgan Chase cited the above views in a subsequent investment report and said that the bank is more confident in the multi-year bull market logic of the AI storage market after listening to Micron's management statement. The gap between supply and demand is difficult to reverse in the short term, which poses a clear signal for investors in the storage industry.</p><p><h2 style=\"text-align: left;\">Supply expansion faces structural constraints</h2><p style=\"text-align: left;\">According to JPMorgan Chase,<strong>Micron pointed out that the cause of tight supply in the storage market has structural characteristics, not a simple capacity cycle problem.</strong></p><p><p style=\"text-align: left;\">Specifically, the limited supply growth mainly comes from two aspects: on the one hand, the performance improvement of the new generation of memory chips is gradually narrowing, which means that the space for expanding effective supply by technology iteration alone has been obviously compressed.</p><p><p style=\"text-align: left;\">On the other hand, the grain size of the new generation HBM chips continues to increase, resulting in a decrease in the number of chips per unit wafer output, further weakening the supply elasticity. In addition, although the introduction of extreme ultraviolet (EUV) lithography technology helps to improve the manufacturing accuracy of advanced process DRAM, it also forms new constraints in terms of capacity climbing speed and cost.</p><p><p style=\"text-align: left;\">Under the superposition of the above factors,<strong>Even if storage manufacturers actively expand production, it is still difficult to quickly fill the supply gap caused by AI demand in the short term.</strong></p><p><h2 style=\"text-align: left;\">HBM4 mass production accelerated, 1-gamma node became the highest production node in history</h2><p style=\"text-align: left;\">In terms of product progress, Micron disclosed several key information.</p><p><p style=\"text-align: left;\">Micron's management said that driven by the strong demand for AI applications,<strong>The company's 1-gamma process node is expected to be its highest-ever DRAM node per unit wafer output</strong>。 HBM memory chips are made by vertically stacking and packaging multi-layer DRAM modules, which are widely used in AI GPUs. Micron is continuously integrating EUV lithography process into the mass production process of 1-gamma node.</p><p><p style=\"text-align: left;\">In terms of HBM product iteration rhythm,<strong>Micron has revealed that the production hill climb of the HBM4 is twice as fast as the HBM3. Production climb for next-generation HBM4E product expected to kick off in 2027</strong>The first samples will employ DRAM modules produced based on 1-gamma nodes.</p><p><h2 style=\"text-align: left;\">Expansion of AI inference demand drives SSD market share increase</h2><p style=\"text-align: left;\">In addition to HBM and DRAM, Micron also pointed out that the evolution of AI workloads is creating new growth opportunities for its solid-state drive (SSD) business.</p><p><p style=\"text-align: left;\">Micron's management said,<strong>The continuous expansion of AI context windows and the rapid growth of inference workloads have driven the demand for large-capacity, high-performance storage, and the company has achieved an increase in its share in the SSD market.</strong></p><p><p style=\"text-align: left;\">It is worth noting that Micron emphasizes that its strategy is not to provide standardized spot products, but to collaborate deeply with customers to customize and develop storage solutions for specific application scenarios. This model helps to consolidate customer stickiness and enhance product premium space.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Storage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStorage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-25 21:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\"><span style=\"color: rgb(34, 34, 34); background-color: rgb(255, 255, 255);\">Micron said at the JPMorgan Technology Summit that driven by the strong demand for AI, the tight supply of HBM, DRAM and NAND is expected to continue beyond 2026. Supply expansion faces structural bottlenecks such as performance improvement and narrowing, grain size increase and EUV climbing constraints. Even if manufacturers fully promote production capacity construction, it will still be difficult to fill the supply gap brought by AI in the short term.</span></p><p><p style=\"text-align: left;\">The AI computing power arms race is pushing the global memory chip market into a multi-year supply shortage.</p><p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) Management in<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>At the annual tech summit,<strong>Supply tightness of HBM, DRAM and NAND memory chips is expected to extend well beyond 2026.<a href=\"https://laohu8.com/S/600405\">power source</a>Since the application of artificial intelligence has a strong demand for high-performance storage, and the supply side is constrained by technical bottlenecks, it is difficult to expand production rapidly.</strong></p><p><p style=\"text-align: left;\">JPMorgan Chase cited the above views in a subsequent investment report and said that the bank is more confident in the multi-year bull market logic of the AI storage market after listening to Micron's management statement. The gap between supply and demand is difficult to reverse in the short term, which poses a clear signal for investors in the storage industry.</p><p><h2 style=\"text-align: left;\">Supply expansion faces structural constraints</h2><p style=\"text-align: left;\">According to JPMorgan Chase,<strong>Micron pointed out that the cause of tight supply in the storage market has structural characteristics, not a simple capacity cycle problem.</strong></p><p><p style=\"text-align: left;\">Specifically, the limited supply growth mainly comes from two aspects: on the one hand, the performance improvement of the new generation of memory chips is gradually narrowing, which means that the space for expanding effective supply by technology iteration alone has been obviously compressed.</p><p><p style=\"text-align: left;\">On the other hand, the grain size of the new generation HBM chips continues to increase, resulting in a decrease in the number of chips per unit wafer output, further weakening the supply elasticity. In addition, although the introduction of extreme ultraviolet (EUV) lithography technology helps to improve the manufacturing accuracy of advanced process DRAM, it also forms new constraints in terms of capacity climbing speed and cost.</p><p><p style=\"text-align: left;\">Under the superposition of the above factors,<strong>Even if storage manufacturers actively expand production, it is still difficult to quickly fill the supply gap caused by AI demand in the short term.</strong></p><p><h2 style=\"text-align: left;\">HBM4 mass production accelerated, 1-gamma node became the highest production node in history</h2><p style=\"text-align: left;\">In terms of product progress, Micron disclosed several key information.</p><p><p style=\"text-align: left;\">Micron's management said that driven by the strong demand for AI applications,<strong>The company's 1-gamma process node is expected to be its highest-ever DRAM node per unit wafer output</strong>。 HBM memory chips are made by vertically stacking and packaging multi-layer DRAM modules, which are widely used in AI GPUs. Micron is continuously integrating EUV lithography process into the mass production process of 1-gamma node.</p><p><p style=\"text-align: left;\">In terms of HBM product iteration rhythm,<strong>Micron has revealed that the production hill climb of the HBM4 is twice as fast as the HBM3. Production climb for next-generation HBM4E product expected to kick off in 2027</strong>The first samples will employ DRAM modules produced based on 1-gamma nodes.</p><p><h2 style=\"text-align: left;\">Expansion of AI inference demand drives SSD market share increase</h2><p style=\"text-align: left;\">In addition to HBM and DRAM, Micron also pointed out that the evolution of AI workloads is creating new growth opportunities for its solid-state drive (SSD) business.</p><p><p style=\"text-align: left;\">Micron's management said,<strong>The continuous expansion of AI context windows and the rapid growth of inference workloads have driven the demand for large-capacity, high-performance storage, and the company has achieved an increase in its share in the SSD market.</strong></p><p><p style=\"text-align: left;\">It is worth noting that Micron emphasizes that its strategy is not to provide standardized spot products, but to collaborate deeply with customers to customize and develop storage solutions for specific application scenarios. This model helps to consolidate customer stickiness and enhance product premium space.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4543":"AI","LU0109392836.USD":"富兰克林科技股A","BK4527":"明星科技股","BK4512":"苹果概念","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4553":"喜马拉雅资本持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4141":"半导体产品","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4585":"ETF&股票定投概念","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","MU":"美光科技","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","BK4566":"资本集团","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","MUU":"2倍做多MU ETF-Direxion","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4579":"人工智能","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4588":"碎股","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4605":"半导体精选","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","MUD":"1倍做空MU ETF-Direxion","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","MULL":"2倍做多MU ETF-GraniteShares","BK4532":"文艺复兴科技持仓"},"source_url":"https://wallstreetcn.com/articles/3773088","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638553272","content_text":"美光在摩根大通科技峰会上表示，受AI强劲需求驱动，HBM、DRAM及NAND的供应紧张局面预计将持续至2026年以后。供应扩张面临性能提升收窄、晶粒尺寸增大及EUV爬坡制约等结构性瓶颈，即便厂商全力推进产能建设，短期内仍难以填补AI带来的供给缺口。AI算力军备竞赛正将全球存储芯片市场推向多年期的供应紧缺状态。美光科技（Micron Technology）管理层在摩根大通年度科技峰会上表示，HBM、DRAM及NAND存储芯片的供应紧张局面预计将远远超出2026年，核心驱动力源自人工智能应用对高性能存储的强劲需求，而供应端受制于技术瓶颈难以快速扩产。摩根大通在随后发布的投资报告中援引上述观点，并表示该行在听取美光管理层陈述后，对AI存储市场的多年牛市逻辑更具信心。供需缺口短期内难以逆转，这对存储行业投资者构成了明确信号。供应扩张面临结构性制约据摩根大通报告，美光指出存储市场供应紧张的成因具有结构性特征，并非单纯的产能周期问题。具体而言，供给增长受限主要来自两方面：一方面，新一代存储芯片的性能提升幅度正逐步收窄，意味着仅靠技术迭代来扩大有效供给的空间已明显压缩。另一方面，新一代HBM芯片的晶粒尺寸持续增大，导致单位晶圆产出的芯片数量下降，进一步削弱了供给弹性。此外，极紫外（EUV）光刻技术的引入虽有助于提升先进制程DRAM的制造精度，但同时也在产能爬坡速度与成本方面形成了新的约束。上述因素叠加之下，即便存储厂商积极扩产，短期内仍难以快速填补AI需求所催生的供给缺口。HBM4量产提速，1-gamma节点成历史最高产量节点在产品进展方面，美光披露了若干关键信息。美光管理层表示，受AI应用需求强劲拉动，公司1-gamma制程节点预计将成为其有史以来单位晶圆产出量最高的DRAM节点。HBM存储芯片通过将多层DRAM模块垂直堆叠封装而成，广泛应用于AI GPU，美光正持续将EUV光刻工艺整合至1-gamma节点的量产流程中。在HBM产品迭代节奏上，美光透露HBM4的量产爬坡速度是HBM3的两倍。下一代HBM4E产品的量产爬坡预计于2027年启动，首批样品将采用基于1-gamma节点生产的DRAM模块。AI推理需求扩张，带动SSD市场份额提升除HBM与DRAM外，美光还指出AI工作负载的演变正在为其固态硬盘（SSD）业务创造新的增长机遇。美光管理层表示，AI上下文窗口的持续扩大以及推理工作负载的快速增长，推动了对大容量、高性能存储的需求，公司借此在SSD市场实现了份额提升。值得注意的是，美光强调其策略并非提供标准化现货产品，而是与客户深度协作，针对具体应用场景定制开发存储解决方案，这一模式有助于巩固客户粘性并提升产品溢价空间。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUU":0.6,"MU":1.98,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561970664247584,"gmtCreate":1778231576241,"gmtModify":1778233459896,"author":{"id":"4232087637654622","authorId":"4232087637654622","name":"迷人的rr","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232087637654622","idStr":"4232087637654622"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561970664247584","repostId":"2633438275","repostType":4,"repost":{"id":"2633438275","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778229057,"share":"https://ttm.financial/m/news/2633438275?lang=en_US&edition=fundamental","pubTime":"2026-05-08 16:30","market":"sg","language":"zh","title":"Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2633438275","media":"华尔街见闻","summary":"知名投资人段永平高调清仓中国神华、全力押注泡泡玛特，一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水：海外销售环比最高骤降41%，核心IP二手价最高折价40%，2026年营收或现负增长，预测较市场一致预期低逾24%，目标价下调至140港元并维持卖出评级。","content":"<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBefore Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 16:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f29dcd24b023d4290cb189dcda6d718e","relate_stocks":{"09992":"泡泡玛特","LU0823426308.USD":"法巴中国股票基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1224":"专卖店","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","PMRTY":"Pop Mart International Group Limited","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"source_url":"https://wallstreetcn.com/articles/3771833","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633438275","content_text":"知名投资人段永平高调增持提振市场情绪，泡泡玛特股价周五单日一度涨近6%。然而，德意志银行在前一天发布研报，对这家潮玩巨头维持卖出评级，并将目标价从157港元下调至140港元，与当前市价相比仍有约14%的下行空间。段永平在社交平台\"雪球\"发文称，已将煤炭股中国神华全部换成泡泡玛特，并调侃道\"神华是一家很好的公司，我们的投资也获得了很好的回报，在此谢过，将来有机会还会再回来。\"这一表态迅速引发市场跟风，南向资金及散户买盘涌入，成为近期股价反弹的主要催化剂。然而，德银分析师Sammi Xu在5月7日发布的一季度业绩前瞻报告中，对泡泡玛特的基本面发出明确警告：海外市场环比持续走弱，国内IP热度出现疲态，若当前趋势延续，2026年全年营收可能出现同比负增长。德银的预测与市场主流判断存在显著分歧。该行预计2026年泡泡玛特调整后净利润为115亿元人民币，同比下降12%，较市场一致预期的152亿元低出约24%。德银同步将全年营收预测下调14%至约365亿元，并将2026至2028年净利润预测削减16%至28%。段永平增持提振情绪，股价短线反弹推动泡泡玛特近期股价走强的核心力量，来自知名投资人段永平的持续表态与操作。据德银研报，段永平通过旗下H&H International Investment管理逾170亿美元的美股资产，以深度价值与长期投资风格著称，其在\"雪球\"平台上的看多言论对散户及南向投资者具有显著号召力。德银研报显示，段永平于4月在行权价145至150港元之间卖出大量泡泡玛特认沽期权，若全部行权，对应持仓规模约占泡泡玛特总股本的3%。4月期权到期后，他继续卖出行权价155港元的认沽期权。5月7日，他进一步宣布卖出其他港股持仓，直接买入泡泡玛特正股。上述操作持续推高南向资金流入及散户关注度，成为股价近期动能的主要来源。一季度预览：海外环比大幅下滑，国内靠低基数撑场泡泡玛特预计于5月中旬发布一季度运营数据，并首次举办季度管理层电话会议。德银预计，一季度总营收约为89亿元人民币，同比增长73%，但这一亮眼数字在很大程度上依赖于去年同期的低基数效应。分地区来看，国内市场一季度预计同比增长85%，主要受节假日销售旺季及低基数驱动，线上销售同比增长86%，线下同店销售增速（SSSG）达42%。然而，海外市场的环比走势令德银明显偏于谨慎：该行预计海外销售额环比下降27%，其中欧洲降幅最大，达41%，北美下滑36%，亚洲相对抗跌，降幅约18%。尽管海外市场同比仍有约60%的增长，但这主要源于2025年一季度的极低基数，或不反映真实需求动能。德银还注意到，市场对于此次管理层电话会议的解读存在分歧——部分投资者将其视为公司提升透明度的积极信号，另一些人则将运营数据发布时间的推迟，以及首次举办电话会议的安排，视为潜在下行风险的预警信号。IP疲态蔓延，国内市场出现结构性降速迹象更深层担忧，在于泡泡玛特核心IP在国内市场的热度正在消退。研报指出，\"The Monsters\"（Labubu）及\"Twinkle Twinkle\"等近期发售系列在二级市场的价格已明显回落。其中，Monster x Sanrio联名款的二手交易价格较发售价折价高达40%；\"Twinkle Twinkle\"最新系列同样以折价成交，未能复制此前Labubu系列的溢价效应，令市场此前对其\"类Labubu\"表现的预期落空。德银将2026年3月的电商月度趋势外推至年底，测算结果显示，2026年下半年国内电商销售额可能同比下降17%。该行据此判断，泡泡玛特国内市场的结构性放缓可能已于一季度开始显现。在季度环比预测上，预计2026年国内市场各季度环比变动分别为-19%、-2%、+14%、-9%，海外市场则为-27%、-4%、+12%、-5%，全年合计营收同比下降约2%。三季度的短暂回升，主要寄望于\"Labubu 4.0\"的发售以及世界杯相关销售拉动。盈利预测大幅低于市场一致预期，运营杠杆面临反转德银对泡泡玛特2026年的盈利预测，与市场主流判断存在显著落差。该行预计全年营收365亿元，较市场一致预期的455亿元低约20%；调整后净利润116亿元，较市场一致预期的152亿元低约24%；每股盈利预测8.51元人民币，较市场一致预期低25%。除销售端承压外，运营杠杆的反转将进一步侵蚀利润率。泡泡玛特2025年EBIT利润率高达45%，远超零售同业普遍低于20%的水平，但随着同店销售增速下滑，叠加在欧美核心商圈开设旗舰店带来的高额固定成本，利润率收缩压力不容忽视。此外，2025年底库存水平的大幅攀升，也引发德银对潜在库存积压及清货风险的警惕，认为这可能进一步损害品牌价值与财务稳健性。德银将2026至2028年净利润预测下调16%至28%，并将DCF目标价从157港元下调至140港元，对应2026年预期市盈率14倍。该行维持卖出评级，并指出当前股价162.2港元对应2026年预期市盈率约16.4倍，估值仍存在下行空间。投资者关注四大焦点，Labubu 4.0成关键变量报告梳理了投资者在即将到来的管理层电话会议前最为关注的四个议题。其一，海外各地区的环比销售趋势。由于泡泡玛特通常仅披露同比增速而非绝对销售额，市场缺乏官方的环比数据，投资者迫切希望了解各区域的真实动能。其二，4月及5月的最新销售情况。鉴于电话会议将于5月中旬举行，市场希望获得一季度结束后的近期销售趋势更新。其三，全年运营利润率指引。管理层在2025年全年业绩会上曾提及2026年前两个月运营利润率仅收窄约1个百分点，但德银认为，春节后国内销售的月度走软，以及海外旗舰店的高额运营成本，使得这一利润率水平难以持续。其四，\"Labubu 4.0\"的发售进展。泡泡玛特董事长王宁近期在采访中暗示该系列将带来\"全新内容\"，但发售时间此前已有推迟。市场正密切评估这一IP能否产生足够的增量销售，以扭转品牌热度下滑的趋势。","news_type":1,"symbols_score_info":{"09992":1.98,"PMRTY":1.98}},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561968762904968,"gmtCreate":1778231116204,"gmtModify":1778233459590,"author":{"id":"4228454432134312","authorId":"4228454432134312","name":"cherry EFTY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228454432134312","idStr":"4228454432134312"},"themes":[],"title":"","htmlText":"Q","listText":"Q","text":"Q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561968762904968","repostId":"2633438275","repostType":2,"repost":{"id":"2633438275","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778229057,"share":"https://ttm.financial/m/news/2633438275?lang=en_US&edition=fundamental","pubTime":"2026-05-08 16:30","market":"sg","language":"zh","title":"Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2633438275","media":"华尔街见闻","summary":"知名投资人段永平高调清仓中国神华、全力押注泡泡玛特，一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水：海外销售环比最高骤降41%，核心IP二手价最高折价40%，2026年营收或现负增长，预测较市场一致预期低逾24%，目标价下调至140港元并维持卖出评级。","content":"<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBefore Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 16:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f29dcd24b023d4290cb189dcda6d718e","relate_stocks":{"09992":"泡泡玛特","LU0823426308.USD":"法巴中国股票基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1224":"专卖店","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","PMRTY":"Pop Mart International Group Limited","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"source_url":"https://wallstreetcn.com/articles/3771833","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633438275","content_text":"知名投资人段永平高调增持提振市场情绪，泡泡玛特股价周五单日一度涨近6%。然而，德意志银行在前一天发布研报，对这家潮玩巨头维持卖出评级，并将目标价从157港元下调至140港元，与当前市价相比仍有约14%的下行空间。段永平在社交平台\"雪球\"发文称，已将煤炭股中国神华全部换成泡泡玛特，并调侃道\"神华是一家很好的公司，我们的投资也获得了很好的回报，在此谢过，将来有机会还会再回来。\"这一表态迅速引发市场跟风，南向资金及散户买盘涌入，成为近期股价反弹的主要催化剂。然而，德银分析师Sammi Xu在5月7日发布的一季度业绩前瞻报告中，对泡泡玛特的基本面发出明确警告：海外市场环比持续走弱，国内IP热度出现疲态，若当前趋势延续，2026年全年营收可能出现同比负增长。德银的预测与市场主流判断存在显著分歧。该行预计2026年泡泡玛特调整后净利润为115亿元人民币，同比下降12%，较市场一致预期的152亿元低出约24%。德银同步将全年营收预测下调14%至约365亿元，并将2026至2028年净利润预测削减16%至28%。段永平增持提振情绪，股价短线反弹推动泡泡玛特近期股价走强的核心力量，来自知名投资人段永平的持续表态与操作。据德银研报，段永平通过旗下H&H International Investment管理逾170亿美元的美股资产，以深度价值与长期投资风格著称，其在\"雪球\"平台上的看多言论对散户及南向投资者具有显著号召力。德银研报显示，段永平于4月在行权价145至150港元之间卖出大量泡泡玛特认沽期权，若全部行权，对应持仓规模约占泡泡玛特总股本的3%。4月期权到期后，他继续卖出行权价155港元的认沽期权。5月7日，他进一步宣布卖出其他港股持仓，直接买入泡泡玛特正股。上述操作持续推高南向资金流入及散户关注度，成为股价近期动能的主要来源。一季度预览：海外环比大幅下滑，国内靠低基数撑场泡泡玛特预计于5月中旬发布一季度运营数据，并首次举办季度管理层电话会议。德银预计，一季度总营收约为89亿元人民币，同比增长73%，但这一亮眼数字在很大程度上依赖于去年同期的低基数效应。分地区来看，国内市场一季度预计同比增长85%，主要受节假日销售旺季及低基数驱动，线上销售同比增长86%，线下同店销售增速（SSSG）达42%。然而，海外市场的环比走势令德银明显偏于谨慎：该行预计海外销售额环比下降27%，其中欧洲降幅最大，达41%，北美下滑36%，亚洲相对抗跌，降幅约18%。尽管海外市场同比仍有约60%的增长，但这主要源于2025年一季度的极低基数，或不反映真实需求动能。德银还注意到，市场对于此次管理层电话会议的解读存在分歧——部分投资者将其视为公司提升透明度的积极信号，另一些人则将运营数据发布时间的推迟，以及首次举办电话会议的安排，视为潜在下行风险的预警信号。IP疲态蔓延，国内市场出现结构性降速迹象更深层担忧，在于泡泡玛特核心IP在国内市场的热度正在消退。研报指出，\"The Monsters\"（Labubu）及\"Twinkle Twinkle\"等近期发售系列在二级市场的价格已明显回落。其中，Monster x Sanrio联名款的二手交易价格较发售价折价高达40%；\"Twinkle Twinkle\"最新系列同样以折价成交，未能复制此前Labubu系列的溢价效应，令市场此前对其\"类Labubu\"表现的预期落空。德银将2026年3月的电商月度趋势外推至年底，测算结果显示，2026年下半年国内电商销售额可能同比下降17%。该行据此判断，泡泡玛特国内市场的结构性放缓可能已于一季度开始显现。在季度环比预测上，预计2026年国内市场各季度环比变动分别为-19%、-2%、+14%、-9%，海外市场则为-27%、-4%、+12%、-5%，全年合计营收同比下降约2%。三季度的短暂回升，主要寄望于\"Labubu 4.0\"的发售以及世界杯相关销售拉动。盈利预测大幅低于市场一致预期，运营杠杆面临反转德银对泡泡玛特2026年的盈利预测，与市场主流判断存在显著落差。该行预计全年营收365亿元，较市场一致预期的455亿元低约20%；调整后净利润116亿元，较市场一致预期的152亿元低约24%；每股盈利预测8.51元人民币，较市场一致预期低25%。除销售端承压外，运营杠杆的反转将进一步侵蚀利润率。泡泡玛特2025年EBIT利润率高达45%，远超零售同业普遍低于20%的水平，但随着同店销售增速下滑，叠加在欧美核心商圈开设旗舰店带来的高额固定成本，利润率收缩压力不容忽视。此外，2025年底库存水平的大幅攀升，也引发德银对潜在库存积压及清货风险的警惕，认为这可能进一步损害品牌价值与财务稳健性。德银将2026至2028年净利润预测下调16%至28%，并将DCF目标价从157港元下调至140港元，对应2026年预期市盈率14倍。该行维持卖出评级，并指出当前股价162.2港元对应2026年预期市盈率约16.4倍，估值仍存在下行空间。投资者关注四大焦点，Labubu 4.0成关键变量报告梳理了投资者在即将到来的管理层电话会议前最为关注的四个议题。其一，海外各地区的环比销售趋势。由于泡泡玛特通常仅披露同比增速而非绝对销售额，市场缺乏官方的环比数据，投资者迫切希望了解各区域的真实动能。其二，4月及5月的最新销售情况。鉴于电话会议将于5月中旬举行，市场希望获得一季度结束后的近期销售趋势更新。其三，全年运营利润率指引。管理层在2025年全年业绩会上曾提及2026年前两个月运营利润率仅收窄约1个百分点，但德银认为，春节后国内销售的月度走软，以及海外旗舰店的高额运营成本，使得这一利润率水平难以持续。其四，\"Labubu 4.0\"的发售进展。泡泡玛特董事长王宁近期在采访中暗示该系列将带来\"全新内容\"，但发售时间此前已有推迟。市场正密切评估这一IP能否产生足够的增量销售，以扭转品牌热度下滑的趋势。","news_type":1,"symbols_score_info":{"09992":1.98,"PMRTY":1.98}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561967147009168,"gmtCreate":1778230730182,"gmtModify":1778233459488,"author":{"id":"4218960801890972","authorId":"4218960801890972","name":"持盈有道","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218960801890972","idStr":"4218960801890972"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561967147009168","repostId":"2633438275","repostType":4,"repost":{"id":"2633438275","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778229057,"share":"https://ttm.financial/m/news/2633438275?lang=en_US&edition=fundamental","pubTime":"2026-05-08 16:30","market":"sg","language":"zh","title":"Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2633438275","media":"华尔街见闻","summary":"知名投资人段永平高调清仓中国神华、全力押注泡泡玛特，一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水：海外销售环比最高骤降41%，核心IP二手价最高折价40%，2026年营收或现负增长，预测较市场一致预期低逾24%，目标价下调至140港元并维持卖出评级。","content":"<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBefore Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 16:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f29dcd24b023d4290cb189dcda6d718e","relate_stocks":{"09992":"泡泡玛特","LU0823426308.USD":"法巴中国股票基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1224":"专卖店","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","PMRTY":"Pop Mart International Group Limited","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"source_url":"https://wallstreetcn.com/articles/3771833","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633438275","content_text":"知名投资人段永平高调增持提振市场情绪，泡泡玛特股价周五单日一度涨近6%。然而，德意志银行在前一天发布研报，对这家潮玩巨头维持卖出评级，并将目标价从157港元下调至140港元，与当前市价相比仍有约14%的下行空间。段永平在社交平台\"雪球\"发文称，已将煤炭股中国神华全部换成泡泡玛特，并调侃道\"神华是一家很好的公司，我们的投资也获得了很好的回报，在此谢过，将来有机会还会再回来。\"这一表态迅速引发市场跟风，南向资金及散户买盘涌入，成为近期股价反弹的主要催化剂。然而，德银分析师Sammi Xu在5月7日发布的一季度业绩前瞻报告中，对泡泡玛特的基本面发出明确警告：海外市场环比持续走弱，国内IP热度出现疲态，若当前趋势延续，2026年全年营收可能出现同比负增长。德银的预测与市场主流判断存在显著分歧。该行预计2026年泡泡玛特调整后净利润为115亿元人民币，同比下降12%，较市场一致预期的152亿元低出约24%。德银同步将全年营收预测下调14%至约365亿元，并将2026至2028年净利润预测削减16%至28%。段永平增持提振情绪，股价短线反弹推动泡泡玛特近期股价走强的核心力量，来自知名投资人段永平的持续表态与操作。据德银研报，段永平通过旗下H&H International Investment管理逾170亿美元的美股资产，以深度价值与长期投资风格著称，其在\"雪球\"平台上的看多言论对散户及南向投资者具有显著号召力。德银研报显示，段永平于4月在行权价145至150港元之间卖出大量泡泡玛特认沽期权，若全部行权，对应持仓规模约占泡泡玛特总股本的3%。4月期权到期后，他继续卖出行权价155港元的认沽期权。5月7日，他进一步宣布卖出其他港股持仓，直接买入泡泡玛特正股。上述操作持续推高南向资金流入及散户关注度，成为股价近期动能的主要来源。一季度预览：海外环比大幅下滑，国内靠低基数撑场泡泡玛特预计于5月中旬发布一季度运营数据，并首次举办季度管理层电话会议。德银预计，一季度总营收约为89亿元人民币，同比增长73%，但这一亮眼数字在很大程度上依赖于去年同期的低基数效应。分地区来看，国内市场一季度预计同比增长85%，主要受节假日销售旺季及低基数驱动，线上销售同比增长86%，线下同店销售增速（SSSG）达42%。然而，海外市场的环比走势令德银明显偏于谨慎：该行预计海外销售额环比下降27%，其中欧洲降幅最大，达41%，北美下滑36%，亚洲相对抗跌，降幅约18%。尽管海外市场同比仍有约60%的增长，但这主要源于2025年一季度的极低基数，或不反映真实需求动能。德银还注意到，市场对于此次管理层电话会议的解读存在分歧——部分投资者将其视为公司提升透明度的积极信号，另一些人则将运营数据发布时间的推迟，以及首次举办电话会议的安排，视为潜在下行风险的预警信号。IP疲态蔓延，国内市场出现结构性降速迹象更深层担忧，在于泡泡玛特核心IP在国内市场的热度正在消退。研报指出，\"The Monsters\"（Labubu）及\"Twinkle Twinkle\"等近期发售系列在二级市场的价格已明显回落。其中，Monster x Sanrio联名款的二手交易价格较发售价折价高达40%；\"Twinkle Twinkle\"最新系列同样以折价成交，未能复制此前Labubu系列的溢价效应，令市场此前对其\"类Labubu\"表现的预期落空。德银将2026年3月的电商月度趋势外推至年底，测算结果显示，2026年下半年国内电商销售额可能同比下降17%。该行据此判断，泡泡玛特国内市场的结构性放缓可能已于一季度开始显现。在季度环比预测上，预计2026年国内市场各季度环比变动分别为-19%、-2%、+14%、-9%，海外市场则为-27%、-4%、+12%、-5%，全年合计营收同比下降约2%。三季度的短暂回升，主要寄望于\"Labubu 4.0\"的发售以及世界杯相关销售拉动。盈利预测大幅低于市场一致预期，运营杠杆面临反转德银对泡泡玛特2026年的盈利预测，与市场主流判断存在显著落差。该行预计全年营收365亿元，较市场一致预期的455亿元低约20%；调整后净利润116亿元，较市场一致预期的152亿元低约24%；每股盈利预测8.51元人民币，较市场一致预期低25%。除销售端承压外，运营杠杆的反转将进一步侵蚀利润率。泡泡玛特2025年EBIT利润率高达45%，远超零售同业普遍低于20%的水平，但随着同店销售增速下滑，叠加在欧美核心商圈开设旗舰店带来的高额固定成本，利润率收缩压力不容忽视。此外，2025年底库存水平的大幅攀升，也引发德银对潜在库存积压及清货风险的警惕，认为这可能进一步损害品牌价值与财务稳健性。德银将2026至2028年净利润预测下调16%至28%，并将DCF目标价从157港元下调至140港元，对应2026年预期市盈率14倍。该行维持卖出评级，并指出当前股价162.2港元对应2026年预期市盈率约16.4倍，估值仍存在下行空间。投资者关注四大焦点，Labubu 4.0成关键变量报告梳理了投资者在即将到来的管理层电话会议前最为关注的四个议题。其一，海外各地区的环比销售趋势。由于泡泡玛特通常仅披露同比增速而非绝对销售额，市场缺乏官方的环比数据，投资者迫切希望了解各区域的真实动能。其二，4月及5月的最新销售情况。鉴于电话会议将于5月中旬举行，市场希望获得一季度结束后的近期销售趋势更新。其三，全年运营利润率指引。管理层在2025年全年业绩会上曾提及2026年前两个月运营利润率仅收窄约1个百分点，但德银认为，春节后国内销售的月度走软，以及海外旗舰店的高额运营成本，使得这一利润率水平难以持续。其四，\"Labubu 4.0\"的发售进展。泡泡玛特董事长王宁近期在采访中暗示该系列将带来\"全新内容\"，但发售时间此前已有推迟。市场正密切评估这一IP能否产生足够的增量销售，以扭转品牌热度下滑的趋势。","news_type":1,"symbols_score_info":{"09992":1.98,"PMRTY":1.98}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561964415996216,"gmtCreate":1778230132909,"gmtModify":1778230134895,"author":{"id":"4228386159123642","authorId":"4228386159123642","name":"长期主义的Cooper","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228386159123642","idStr":"4228386159123642"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561964415996216","repostId":"2633438275","repostType":4,"repost":{"id":"2633438275","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778229057,"share":"https://ttm.financial/m/news/2633438275?lang=en_US&edition=fundamental","pubTime":"2026-05-08 16:30","market":"sg","language":"zh","title":"Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2633438275","media":"华尔街见闻","summary":"知名投资人段永平高调清仓中国神华、全力押注泡泡玛特，一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水：海外销售环比最高骤降41%，核心IP二手价最高折价40%，2026年营收或现负增长，预测较市场一致预期低逾24%，目标价下调至140港元并维持卖出评级。","content":"<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBefore Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 16:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Duan Yongping, a well-known investor, increased his holdings in a high profile to boost market sentiment,<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>The stock price rose nearly 6% in a single day on Friday. However,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>The research report was released the day before, maintaining a sell rating on this trendy play giant, and lowering the target price from HK$ 157 to HK$ 140, which still has about 14% downside compared with the current market price.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0987f047f1be9bcc670aa856c41fb359\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>Duan Yongping posted on the social platform \"Snowball\" that he had put coal stocks<a href=\"https://laohu8.com/S/601088\">China Shenhua</a>All replaced with Bubble Mart, and joked, \"<a href=\"https://laohu8.com/S/01088\">Shenhua</a>It is a very good company, and our investment has got a good return. Thank you and will come back if we have the opportunity in the future. \"This statement quickly triggered the market to follow suit, and the influx of southbound funds and retail investors became the main catalyst for the recent stock price rebound.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10424ecec3f5289218e6f80f3d077d1d\" tg-width=\"684\" tg-height=\"169\"/></p><p>However, Sammi Xu, an analyst at Deutsche Bank, issued a clear warning about the fundamentals of Bubble Mart in his first-quarter performance forward report released on May 7th:<strong>Overseas markets continued to weaken month-on-month, and domestic IP popularity showed signs of weakness. If the current trend continues, the annual revenue in 2026 may experience negative year-on-year growth.</strong></p><p>Deutsche Bank's forecast is significantly different from the mainstream judgment of the market. The bank expects Bubble Mart's adjusted net profit to be 11.5 billion yuan in 2026, down 12% year-on-year and about 24% below the consensus estimate of 15.2 billion yuan. Deutsche Bank simultaneously cut its full-year revenue forecast by 14% to about 36.5 billion yuan, and cut its net profit forecast from 2026 to 2028 by 16% to 28%.</p><p><h2 id=\"id_3727421570\">Duan Yongping's overweight boosts sentiment, shares rebound in the short term</h2>The core force that promotes the recent stock price strength of Bubble Mart comes from the continuous statement and operation of Duan Yongping, a well-known investor. According to Deutsche Bank Research Report, Duan Yongping manages more than 17 billion US dollars of US stock assets through his H&H International Investment, and is known for his deep value and long-term Investment style. His bullish remarks on the \"Snowball\" platform have significant appeal to retail investors and southbound investors.</p><p>According to the research report of Deutsche Bank, Duan Yongping sold a large number of Bubble Mart put options between the exercise price of HK$145 and HK$150 in April. If all of them are exercised, the corresponding position size will account for about 3% of the total share capital of Bubble Mart. After the April option expired, he continued to sell put options with an exercise price of HK$155.</p><p>On May 7th, he further announced that he would sell other Hong Kong stock positions and directly buy Bubble Mart underlying shares. The above operations continue to push up the southbound capital inflow and the attention of retail investors, and become the main source of recent kinetic energy of stock prices.</p><p><h2 id=\"id_4015836120\">First Quarter Preview: Overseas Ring-on-Ring Decline, Domestic Support by Low Base</h2>Bubble Mart is expected to release its first-quarter operating data in mid-May and host its first quarterly management conference call. Deutsche Bank expects total revenue to be about 8.9 billion yuan in the first quarter, up 73% year-on-year, but this bright figure largely depends on the low base effect in the same period last year.</p><p>In terms of regions, the domestic market is expected to grow by 85% year-on-year in the first quarter, mainly driven by the peak holiday sales season and low base, with online sales increasing by 86% year-on-year and offline same-store sales growth rate (SSSG) reaching 42%.<strong>However, the month-on-month trend of overseas markets makes Deutsche Bank obviously cautious: the bank expects overseas sales to decline 27% month-on-month,</strong>Among them, Europe suffered the biggest decline, reaching 41%, North America fell 36%, and Asia was relatively resilient, with a decline of about 18%. Although the overseas market still recorded a year-on-year growth of about 60%, this was mainly due to the very low base in the first quarter of 2025, or did not reflect the real demand momentum.</p><p>Deutsche Bank also noted that the market's interpretation of the management conference call was divided-some investors saw it as a positive signal for the company to improve transparency, while others saw the delay in the release of operational data and the arrangement of the first conference call as an early warning signal of potential downside risks.</p><p><h2 id=\"id_696812560\">IP weakness spreads, domestic market shows signs of structural deceleration</h2>The deeper concern is that the popularity of Bubble Mart's core IP in the domestic market is fading. The research report pointed out,<strong>Recently released series such as \"The Monsters\" (Labubu) and \"Twinkle Twinkle\" have seen their prices drop significantly in The secondary market.</strong>Among them, the second-hand transaction price of Monster x Sanrio joint model is at a discount of up to 40% compared with the offer price; The latest series of \"Twinkle Twinkle\" was also sold at a discount, failing to replicate the premium effect of the previous Labubu series, which failed the market's previous expectation of its \"Labubu-like\" performance.</p><p>Deutsche Bank extrapolated the monthly trend of e-commerce in March 2026 to the end of the year. The calculation results show that domestic e-commerce sales may drop by 17% year-on-year in the second half of 2026. According to this judgment, the structural slowdown of Bubble Mart's domestic market may have begun to appear in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81a70589809d9e774abd017aa5057353\" tg-width=\"1246\" tg-height=\"922\"/></p><p>In terms of quarter-on-quarter forecast, it is expected that the quarter-on-quarter changes of the domestic market in 2026 will be-19%, -2%, +14% and-9% respectively, while those of the overseas market will be-27%, -4%, +12% and-5%, and the total revenue for the whole year will decrease by about 2% year-on-year. The short rebound in the third quarter was mainly driven by the launch of \"Labubu 4.0\" and World Cup-related sales.</p><p><h2 id=\"id_977599487\">Operating leverage faces reversal as earnings forecast misses consensus by a significant margin</h2>There is a significant gap between Deutsche Bank's profit forecast of Bubble Mart in 2026 and the mainstream judgment of the market. The bank's annual revenue is expected to be 36.5 billion yuan, about 20% lower than the consensus market expectation of 45.5 billion yuan; The adjusted net profit was 11.6 billion yuan, about 24% lower than the consensus market expectation of 15.2 billion yuan; Earnings per share forecast is RMB8.51, which is 25% lower than the consensus estimate.</p><p>In addition to the pressure on the sales side, the reversal of operating leverage will further erode profit margins. Bubble Mart's EBIT profit margin in 2025 is as high as 45%, far exceeding the level of retail peers generally below 20%. However, with the decline of the growth rate of same-store sales and the high fixed cost brought by opening flagship stores in the core business districts of Europe and America, the pressure of profit margin contraction cannot be ignored. In addition, the sharp increase in inventory levels at the end of 2025 has also triggered Deutsche Bank's vigilance against potential inventory backlog and clearance risks, which may further damage brand value and financial soundness.</p><p><strong>Deutsche Bank lowered its 2026-2028 net profit forecast by 16% to 28% and lowered its DCF price target from HK$157 to HK$140, corresponding to 14 times the 2026 forecast P/E. The bank maintained a sell rating and pointed out that the current share price of HK$162.2 corresponds to about 16.4 times the expected P/E in 2026, and there is still downside in the valuation.</strong></p><p><h2 id=\"id_3772725662\">Investors pay attention to four major focuses, Labubu 4.0 becomes a key variable</h2>The report combs through the four topics that investors are most concerned about ahead of the upcoming management call.</p><p>First, the month-on-month sales trend in overseas regions. Since Bubble Mart usually only discloses year-on-year growth rather than absolute sales, the market lacks official month-on-month data, and investors are eager to know the true kinetic energy of each region.</p><p>Second, the latest sales in April and May. Given that the conference call will take place in mid-May, the market is looking to get an update on recent sales trends after the end of the first quarter.</p><p>Third, the annual operating profit margin guidance. The management mentioned at the 2025 full-year results meeting that the operating profit margin only narrowed by about 1 percentage point in the first two months of 2026, but Deutsche Bank believes that the monthly weakening of domestic sales after the Spring Festival and the high operating costs of overseas flagship stores make this profit margin level unsustainable.</p><p>Fourth, the release progress of \"Labubu 4.0\". Wang Ning, chairman of Bubble Mart, recently hinted in an interview that the series will bring \"brand-new content\", but the release time has been postponed before. The market is closely evaluating whether this IP can generate enough incremental sales to reverse the trend of declining brand popularity.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f29dcd24b023d4290cb189dcda6d718e","relate_stocks":{"09992":"泡泡玛特","LU0823426308.USD":"法巴中国股票基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1224":"专卖店","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","PMRTY":"Pop Mart International Group Limited","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"source_url":"https://wallstreetcn.com/articles/3771833","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633438275","content_text":"知名投资人段永平高调增持提振市场情绪，泡泡玛特股价周五单日一度涨近6%。然而，德意志银行在前一天发布研报，对这家潮玩巨头维持卖出评级，并将目标价从157港元下调至140港元，与当前市价相比仍有约14%的下行空间。段永平在社交平台\"雪球\"发文称，已将煤炭股中国神华全部换成泡泡玛特，并调侃道\"神华是一家很好的公司，我们的投资也获得了很好的回报，在此谢过，将来有机会还会再回来。\"这一表态迅速引发市场跟风，南向资金及散户买盘涌入，成为近期股价反弹的主要催化剂。然而，德银分析师Sammi Xu在5月7日发布的一季度业绩前瞻报告中，对泡泡玛特的基本面发出明确警告：海外市场环比持续走弱，国内IP热度出现疲态，若当前趋势延续，2026年全年营收可能出现同比负增长。德银的预测与市场主流判断存在显著分歧。该行预计2026年泡泡玛特调整后净利润为115亿元人民币，同比下降12%，较市场一致预期的152亿元低出约24%。德银同步将全年营收预测下调14%至约365亿元，并将2026至2028年净利润预测削减16%至28%。段永平增持提振情绪，股价短线反弹推动泡泡玛特近期股价走强的核心力量，来自知名投资人段永平的持续表态与操作。据德银研报，段永平通过旗下H&H International Investment管理逾170亿美元的美股资产，以深度价值与长期投资风格著称，其在\"雪球\"平台上的看多言论对散户及南向投资者具有显著号召力。德银研报显示，段永平于4月在行权价145至150港元之间卖出大量泡泡玛特认沽期权，若全部行权，对应持仓规模约占泡泡玛特总股本的3%。4月期权到期后，他继续卖出行权价155港元的认沽期权。5月7日，他进一步宣布卖出其他港股持仓，直接买入泡泡玛特正股。上述操作持续推高南向资金流入及散户关注度，成为股价近期动能的主要来源。一季度预览：海外环比大幅下滑，国内靠低基数撑场泡泡玛特预计于5月中旬发布一季度运营数据，并首次举办季度管理层电话会议。德银预计，一季度总营收约为89亿元人民币，同比增长73%，但这一亮眼数字在很大程度上依赖于去年同期的低基数效应。分地区来看，国内市场一季度预计同比增长85%，主要受节假日销售旺季及低基数驱动，线上销售同比增长86%，线下同店销售增速（SSSG）达42%。然而，海外市场的环比走势令德银明显偏于谨慎：该行预计海外销售额环比下降27%，其中欧洲降幅最大，达41%，北美下滑36%，亚洲相对抗跌，降幅约18%。尽管海外市场同比仍有约60%的增长，但这主要源于2025年一季度的极低基数，或不反映真实需求动能。德银还注意到，市场对于此次管理层电话会议的解读存在分歧——部分投资者将其视为公司提升透明度的积极信号，另一些人则将运营数据发布时间的推迟，以及首次举办电话会议的安排，视为潜在下行风险的预警信号。IP疲态蔓延，国内市场出现结构性降速迹象更深层担忧，在于泡泡玛特核心IP在国内市场的热度正在消退。研报指出，\"The Monsters\"（Labubu）及\"Twinkle Twinkle\"等近期发售系列在二级市场的价格已明显回落。其中，Monster x Sanrio联名款的二手交易价格较发售价折价高达40%；\"Twinkle Twinkle\"最新系列同样以折价成交，未能复制此前Labubu系列的溢价效应，令市场此前对其\"类Labubu\"表现的预期落空。德银将2026年3月的电商月度趋势外推至年底，测算结果显示，2026年下半年国内电商销售额可能同比下降17%。该行据此判断，泡泡玛特国内市场的结构性放缓可能已于一季度开始显现。在季度环比预测上，预计2026年国内市场各季度环比变动分别为-19%、-2%、+14%、-9%，海外市场则为-27%、-4%、+12%、-5%，全年合计营收同比下降约2%。三季度的短暂回升，主要寄望于\"Labubu 4.0\"的发售以及世界杯相关销售拉动。盈利预测大幅低于市场一致预期，运营杠杆面临反转德银对泡泡玛特2026年的盈利预测，与市场主流判断存在显著落差。该行预计全年营收365亿元，较市场一致预期的455亿元低约20%；调整后净利润116亿元，较市场一致预期的152亿元低约24%；每股盈利预测8.51元人民币，较市场一致预期低25%。除销售端承压外，运营杠杆的反转将进一步侵蚀利润率。泡泡玛特2025年EBIT利润率高达45%，远超零售同业普遍低于20%的水平，但随着同店销售增速下滑，叠加在欧美核心商圈开设旗舰店带来的高额固定成本，利润率收缩压力不容忽视。此外，2025年底库存水平的大幅攀升，也引发德银对潜在库存积压及清货风险的警惕，认为这可能进一步损害品牌价值与财务稳健性。德银将2026至2028年净利润预测下调16%至28%，并将DCF目标价从157港元下调至140港元，对应2026年预期市盈率14倍。该行维持卖出评级，并指出当前股价162.2港元对应2026年预期市盈率约16.4倍，估值仍存在下行空间。投资者关注四大焦点，Labubu 4.0成关键变量报告梳理了投资者在即将到来的管理层电话会议前最为关注的四个议题。其一，海外各地区的环比销售趋势。由于泡泡玛特通常仅披露同比增速而非绝对销售额，市场缺乏官方的环比数据，投资者迫切希望了解各区域的真实动能。其二，4月及5月的最新销售情况。鉴于电话会议将于5月中旬举行，市场希望获得一季度结束后的近期销售趋势更新。其三，全年运营利润率指引。管理层在2025年全年业绩会上曾提及2026年前两个月运营利润率仅收窄约1个百分点，但德银认为，春节后国内销售的月度走软，以及海外旗舰店的高额运营成本，使得这一利润率水平难以持续。其四，\"Labubu 4.0\"的发售进展。泡泡玛特董事长王宁近期在采访中暗示该系列将带来\"全新内容\"，但发售时间此前已有推迟。市场正密切评估这一IP能否产生足够的增量销售，以扭转品牌热度下滑的趋势。","news_type":1,"symbols_score_info":{"09992":1.98,"PMRTY":1.98}},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561957732795344,"gmtCreate":1778228425683,"gmtModify":1778229495955,"author":{"id":"4232084552653882","authorId":"4232084552653882","name":"观澜国际","avatar":"https://community-static.tradeup.com/news/f8a14893569eea474737cf9e70983c67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232084552653882","idStr":"4232084552653882"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561957732795344","repostId":"2633821764","repostType":4,"repost":{"id":"2633821764","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778223762,"share":"https://ttm.financial/m/news/2633821764?lang=en_US&edition=fundamental","pubTime":"2026-05-08 15:02","market":"us","language":"zh","title":"\"TACO\" is out of date and Wall Street flooded with \"NACHO\" deals!","url":"https://stock-news.laohu8.com/highlight/detail?id=2633821764","media":"华尔街见闻","summary":"华尔街正兴起“NACHO”（霍尔木兹海峡根本不可能重开）交易叙事，反映出市场对海峡短期重开已失去信心，投资者正将封锁和高油价视为“常态化特征”。这一逻辑重塑了油市、航运保险及利率定价，布油站稳百美元上方。尽管股市仍具韧性，但利率市场已开始为封锁引发的长效通胀冲击及衰退风险进行定价。","content":"<p><html><head></head><body>The \"NACHO\" (the Strait of Hormuz is simply impossible to reopen) trading narrative is emerging on Wall Street, reflecting that the market has lost confidence in the short-term reopening of the strait, and investors are viewing lockdowns and high oil prices as \"normalizing features\". This logic has reshaped the oil market, shipping insurance and interest rate pricing, and Brent oil has stood firm above 100 dollars. While equity markets remain resilient, interest rate markets have begun to price the long-lasting inflationary shocks and recession risks triggered by lockdowns.</p><p>\"The TACO deal is out of date.\" As outside concerns about Hormuz<a href=\"https://laohu8.com/S/002320\">Straits</a>Doubts about whether the crisis can be resolved quickly continue to deepen, and Wall Street is embracing a new trading narrative-\"NACHO\".</p><p><strong>\"NACHO\", the acronym for \"Not a Chance Hormuz Opens\" (the Strait of Hormuz is simply impossible to reopen), has been circulating rapidly among traders and market commentators.</strong>The rise of this statement stems from widespread frustration in the market that Trump has repeatedly made remarks about \"reopening the Straits as soon as possible\" but has never been able to promote real progress.</p><p><a href=\"https://laohu8.com/S/ETOR\">eToro</a>\"NACHO is essentially the market giving up expectations for a quick solution,\" market analyst Zavier Wong told the media. Last Thursday, the U.S. and Iran were still exchanging fire in the Strait of Hormuz, with both sides accusing each other of taking the lead in provocation, and the already precarious ceasefire agreement came under renewed pressure.</p><p>The spread of \"NACHO\" trading is reshaping the position layout in the oil market, shipping, inflation hedging and interest rate markets. Many industry veterans pointed out that,<strong>Investors are increasingly inclined to see the continued blockage of the Strait of Hormuz as a \"normalization feature\" of the macro background rather than a one-off geopolitical shock.</strong>Brent crude is still above $100, although it has fallen from a wartime high of $126 a barrel at the end of April<a href=\"https://laohu8.com/S/002200\">Trading</a>This is more than 38% higher than the level before the escalation of the Middle East conflict.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6909353b108b1e9447453c1142fdeb95\" title=\"\" tg-width=\"1024\" tg-height=\"701\"/></p><p><h2 id=\"id_1665048920\">Ceasefire is empty talk, markets lose patience</h2>The formation of \"NACHO\" trading has its clear market logic background. Wong noted, \"For most of this crisis, every ceasefire headline triggered a plunge in oil prices, and traders kept pricing a settlement — but it never came.\"</p><p>On Wednesday, Trump warned that Iran would suffer \"higher intensity\" bombardment if it refused to sign the peace deal. In an interview with ABC on Thursday, he insisted that the ceasefire was still in effect, calling the exchange lightly \"a love pat.\" The alternating appearance of contradictory signals exacerbates the uncertainty of the market about the direction of the situation.</p><p>In this context,<strong>The market has gradually shifted from \"deal resolution\" to \"deal stalemate\".</strong>Wong said, \"NACHO is a perception of the market-high oil prices are not temporary shocks that need to be bypassed, it is the current market environment.\"</p><p><h2 id=\"id_4186291096\">Insurance market sounds deep alert</h2>In addition to oil prices, the pricing of the shipping insurance market also continues to send warning signals. At its peak in March this year, the war risk premium for ships transiting through the Strait of Hormuz at one point soared to about 2.5 percent of hull value, compared to about 0.1 percent before the war, Wong noted.</p><p>Although premiums have since pulled back, current levels are still about eight times what they were before the war, according to eToro data. \"Insurance companies are in the business of pricing risk, and they're clearly not treating this as a short-term resolution story,\" Wong said.</p><p>He believes that the pricing of the insurance market can better reflect the market's true judgment on the continuity of the situation than the oil price itself. \"The signal comes not only from the oil price, but also from the insurance market.\"</p><p><h2 id=\"id_752767693\">TACO vs NACHO?</h2>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investments</a>Analysts at State Street Global Advisors pointed Out that the \"TACO\" (\"Trump Always Chickens Out\") deal and the \"NACHO\" deal were simultaneously interpreted in the second quarter.</p><p>In a recent report, the agency wrote, \"Despite high energy prices,<a href=\"https://laohu8.com/S/161125\">S&P 500</a>The index is still rebounding to record highs, and both trades are playing out simultaneously. \"</p><p>State Street said traders remained cautiously optimistic that negotiations would eventually lead to a peace deal and reopen the Straits, but markets needed to see a \"tangible peace deal\" before resuming positive expectations of a sharp Fed rate cut. The agency also pointed out that if $100 per barrel becomes the new normal of crude oil prices in the next one to three months, it will be challenging for gold to maintain its upward movement around $5,000 per ounce; On the contrary, if the oil price drops to $80 due to the landing of the peace agreement, the gold price may quickly break through $5,000, and finally test $5,500.</p><p><h2 id=\"id_3101913334\">Interest rate market takes the lead in \"recognizing the account\" and risk assets are still waiting to see</h2>Despite the unusual resilience of the stock market, the polarization within the market has deepened. \"Overall, the market's response to the energy shock has been relatively orderly,\" said Vasileios Gkionakis, senior economist and strategist at Aviva Investors.</p><p>But he also pointed out that interest rate markets are increasingly reflecting concerns about prolonged energy shocks. \"The clearest signal comes from interest rate markets – short-end rates have been sharply repriced and most yield curves have flattened significantly.\" He warned that a prolonged blockade of the Strait of Hormuz could trigger a \"more sustained inflationary shock\" and raise the probability of a global recession.</p><p>Gkionakis pointed out that only some markets have fully embraced NACHO logic at present-oil, shipping insurance and interest rate markets have clearly incorporated ongoing lockdowns into pricing, while broadly risky assets such as stocks remain relatively calm.</p><p><h2 id=\"id_357345710\">Deadlock or process rather than end</h2>While pessimism is taking hold among traders, Wong himself hasn't given up on expectations that the Straits will eventually reopen. He pointed out that the blockade is damaging Iran's own export revenues, and other countries are pressuring to reopen the strait, which constitute potential forces for an eventual shift in the situation.</p><p>\"The road ahead will probably still be tortuous, but the market seems to be beginning to accept that reality,\" Wong said. For investors, the core message of NACHO Exchange is:<strong>The structural impact of the Hormuz crisis on the macro pattern may be far more far-reaching and lasting than previously expected.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"TACO\" is out of date and Wall Street flooded with \"NACHO\" deals!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"TACO\" is out of date and Wall Street flooded with \"NACHO\" deals!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 15:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The \"NACHO\" (the Strait of Hormuz is simply impossible to reopen) trading narrative is emerging on Wall Street, reflecting that the market has lost confidence in the short-term reopening of the strait, and investors are viewing lockdowns and high oil prices as \"normalizing features\". This logic has reshaped the oil market, shipping insurance and interest rate pricing, and Brent oil has stood firm above 100 dollars. While equity markets remain resilient, interest rate markets have begun to price the long-lasting inflationary shocks and recession risks triggered by lockdowns.</p><p>\"The TACO deal is out of date.\" As outside concerns about Hormuz<a href=\"https://laohu8.com/S/002320\">Straits</a>Doubts about whether the crisis can be resolved quickly continue to deepen, and Wall Street is embracing a new trading narrative-\"NACHO\".</p><p><strong>\"NACHO\", the acronym for \"Not a Chance Hormuz Opens\" (the Strait of Hormuz is simply impossible to reopen), has been circulating rapidly among traders and market commentators.</strong>The rise of this statement stems from widespread frustration in the market that Trump has repeatedly made remarks about \"reopening the Straits as soon as possible\" but has never been able to promote real progress.</p><p><a href=\"https://laohu8.com/S/ETOR\">eToro</a>\"NACHO is essentially the market giving up expectations for a quick solution,\" market analyst Zavier Wong told the media. Last Thursday, the U.S. and Iran were still exchanging fire in the Strait of Hormuz, with both sides accusing each other of taking the lead in provocation, and the already precarious ceasefire agreement came under renewed pressure.</p><p>The spread of \"NACHO\" trading is reshaping the position layout in the oil market, shipping, inflation hedging and interest rate markets. Many industry veterans pointed out that,<strong>Investors are increasingly inclined to see the continued blockage of the Strait of Hormuz as a \"normalization feature\" of the macro background rather than a one-off geopolitical shock.</strong>Brent crude is still above $100, although it has fallen from a wartime high of $126 a barrel at the end of April<a href=\"https://laohu8.com/S/002200\">Trading</a>This is more than 38% higher than the level before the escalation of the Middle East conflict.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6909353b108b1e9447453c1142fdeb95\" title=\"\" tg-width=\"1024\" tg-height=\"701\"/></p><p><h2 id=\"id_1665048920\">Ceasefire is empty talk, markets lose patience</h2>The formation of \"NACHO\" trading has its clear market logic background. Wong noted, \"For most of this crisis, every ceasefire headline triggered a plunge in oil prices, and traders kept pricing a settlement — but it never came.\"</p><p>On Wednesday, Trump warned that Iran would suffer \"higher intensity\" bombardment if it refused to sign the peace deal. In an interview with ABC on Thursday, he insisted that the ceasefire was still in effect, calling the exchange lightly \"a love pat.\" The alternating appearance of contradictory signals exacerbates the uncertainty of the market about the direction of the situation.</p><p>In this context,<strong>The market has gradually shifted from \"deal resolution\" to \"deal stalemate\".</strong>Wong said, \"NACHO is a perception of the market-high oil prices are not temporary shocks that need to be bypassed, it is the current market environment.\"</p><p><h2 id=\"id_4186291096\">Insurance market sounds deep alert</h2>In addition to oil prices, the pricing of the shipping insurance market also continues to send warning signals. At its peak in March this year, the war risk premium for ships transiting through the Strait of Hormuz at one point soared to about 2.5 percent of hull value, compared to about 0.1 percent before the war, Wong noted.</p><p>Although premiums have since pulled back, current levels are still about eight times what they were before the war, according to eToro data. \"Insurance companies are in the business of pricing risk, and they're clearly not treating this as a short-term resolution story,\" Wong said.</p><p>He believes that the pricing of the insurance market can better reflect the market's true judgment on the continuity of the situation than the oil price itself. \"The signal comes not only from the oil price, but also from the insurance market.\"</p><p><h2 id=\"id_752767693\">TACO vs NACHO?</h2>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investments</a>Analysts at State Street Global Advisors pointed Out that the \"TACO\" (\"Trump Always Chickens Out\") deal and the \"NACHO\" deal were simultaneously interpreted in the second quarter.</p><p>In a recent report, the agency wrote, \"Despite high energy prices,<a href=\"https://laohu8.com/S/161125\">S&P 500</a>The index is still rebounding to record highs, and both trades are playing out simultaneously. \"</p><p>State Street said traders remained cautiously optimistic that negotiations would eventually lead to a peace deal and reopen the Straits, but markets needed to see a \"tangible peace deal\" before resuming positive expectations of a sharp Fed rate cut. The agency also pointed out that if $100 per barrel becomes the new normal of crude oil prices in the next one to three months, it will be challenging for gold to maintain its upward movement around $5,000 per ounce; On the contrary, if the oil price drops to $80 due to the landing of the peace agreement, the gold price may quickly break through $5,000, and finally test $5,500.</p><p><h2 id=\"id_3101913334\">Interest rate market takes the lead in \"recognizing the account\" and risk assets are still waiting to see</h2>Despite the unusual resilience of the stock market, the polarization within the market has deepened. \"Overall, the market's response to the energy shock has been relatively orderly,\" said Vasileios Gkionakis, senior economist and strategist at Aviva Investors.</p><p>But he also pointed out that interest rate markets are increasingly reflecting concerns about prolonged energy shocks. \"The clearest signal comes from interest rate markets – short-end rates have been sharply repriced and most yield curves have flattened significantly.\" He warned that a prolonged blockade of the Strait of Hormuz could trigger a \"more sustained inflationary shock\" and raise the probability of a global recession.</p><p>Gkionakis pointed out that only some markets have fully embraced NACHO logic at present-oil, shipping insurance and interest rate markets have clearly incorporated ongoing lockdowns into pricing, while broadly risky assets such as stocks remain relatively calm.</p><p><h2 id=\"id_357345710\">Deadlock or process rather than end</h2>While pessimism is taking hold among traders, Wong himself hasn't given up on expectations that the Straits will eventually reopen. He pointed out that the blockade is damaging Iran's own export revenues, and other countries are pressuring to reopen the strait, which constitute potential forces for an eventual shift in the situation.</p><p>\"The road ahead will probably still be tortuous, but the market seems to be beginning to accept that reality,\" Wong said. For investors, the core message of NACHO Exchange is:<strong>The structural impact of the Hormuz crisis on the macro pattern may be far more far-reaching and lasting than previously expected.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aab667b22ddd84f63ad2db656e8a0d4f","relate_stocks":{"TACO":"BERTO ACQUISITION CORP","FAZ":"三倍做空金融ETF-Direxion","BK4209":"餐馆"},"source_url":"https://wallstreetcn.com/articles/3771830","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633821764","content_text":"华尔街正兴起“NACHO”（霍尔木兹海峡根本不可能重开）交易叙事，反映出市场对海峡短期重开已失去信心，投资者正将封锁和高油价视为“常态化特征”。这一逻辑重塑了油市、航运保险及利率定价，布油站稳百美元上方。尽管股市仍具韧性，但利率市场已开始为封锁引发的长效通胀冲击及衰退风险进行定价。“TACO交易已经过时了。”随着外界对霍尔木兹海峡危机能否迅速化解的疑虑持续加深，华尔街正在拥抱一个新的交易叙事——“NACHO”。\"NACHO\"是\"Not A Chance Hormuz Opens\"（霍尔木兹海峡根本不可能重开）的首字母缩写，近期在交易员和市场评论人士中迅速流传。这一说法的兴起，源于市场对特朗普多次发表\"尽快重开海峡\"相关言论却始终未能推动实质进展的普遍失望。eToro市场分析师Zavier Wong对媒体表示，\"NACHO本质上是市场在放弃对快速解决方案的期待。\"上周四，美伊双方仍在霍尔木兹海峡互相交火，双方均指责对方率先挑衅，已然岌岌可危的停火协议再度承压。\"NACHO\"交易的蔓延，正在重塑油市、航运、通胀对冲及利率市场的仓位布局。多位行业资深人士指出，投资者越来越倾向于将霍尔木兹海峡的持续封堵视为宏观背景的\"常态化特征\"，而非一次性的地缘政治冲击。布伦特原油价格虽已从4月底每桶126美元的战时高点有所回落，但仍在100美元上方交投，较中东冲突升级前的水平高出逾38%。停火成空谈，市场失去耐心\"NACHO\"交易的形成有其清晰的市场逻辑背景。Wong指出，\"在这场危机的大部分时间里，每一条停火标题都会触发油价急跌，交易员不断对和解计价——但和解从未到来。\"上周三，特朗普警告称，若伊朗拒绝签署和平协议，将遭受\"更高烈度\"的轰炸，措辞强硬；上周四他又在接受ABC采访时坚称停火仍然有效，将双方交火轻描淡写地称为\"一记爱的轻拍\"。矛盾信号的交替出现，加剧了市场对局势走向的不确定性。在此背景下，市场已逐渐从\"交易解决\"转向\"交易僵局\"。Wong表示，\"NACHO是市场的一种认知——高油价不是需要绕过去的临时冲击，它就是当下的市场环境。\"保险市场发出深度警报油价之外，航运保险市场的定价同样在持续发出警示信号。Wong指出，今年3月高峰期，霍尔木兹海峡过境船只的战争险溢价一度飙升至船体价值的约2.5%，而战前仅约0.1%。据eToro数据，尽管溢价此后有所回落，当前水平仍约为战前的八倍。\"保险公司的业务就是给风险定价，而他们显然没有把这件事当作一个短期能解决的故事，\"Wong说。他认为，保险市场的定价比油价本身更能反映市场对局势持续性的真实判断，\"信号不只来自油价，也来自保险市场。\"TACO vs NACHO?道富环球投资管理（State Street Global Advisors）的分析师指出，\"TACO\"（\"Trump Always Chickens Out\"，特朗普总会退缩）交易与\"NACHO\"交易正在二季度同步演绎。该机构在近期报告中写道，\"尽管能源价格高企，标普500指数仍反弹至历史新高，两种交易正在同时上演。\"道富表示，交易员对谈判最终达成和平协议并重开海峡仍持审慎乐观态度，但市场在恢复对美联储大幅降息的积极预期之前，需要看到\"切实的和平协议\"。该机构还指出，若每桶100美元成为未来一至三个月原油价格的新常态，黄金在每盎司5000美元附近维持上行动能将面临挑战；反之，若油价因和平协议落地而降至80美元，金价或迅速突破5000美元，并最终考验5500美元。利率市场率先“认账”，风险资产仍在观望尽管股市表现出异乎寻常的韧性，但市场内部的分化已在加深。Aviva Investors高级经济学家兼策略师Vasileios Gkionakis表示，\"总体而言，市场对能源冲击的反应相对有序。\"但他同时指出，利率市场正越来越清晰地反映出对能源冲击长期化的担忧。\"最清晰的信号来自利率市场——短端利率已急剧重新定价，大多数收益率曲线出现显著平坦化。\"他警告称，若霍尔木兹海峡长期封锁，可能引发\"更具持续性的通胀冲击\"，同时提升全球经济陷入衰退的概率。Gkionakis指出，目前全面拥抱NACHO逻辑的仅是部分市场——油市、航运保险和利率市场已明显将持续封锁纳入定价，而股票等广泛风险资产则依然相对平静。僵局或是过程而非终局尽管悲观情绪正在交易员中扎根，但Wong本人并未放弃对海峡最终重开的预期。他指出，封锁正在损害伊朗自身的出口收入，且其他国家也在施压要求重开海峡，这些因素构成推动局势最终转变的潜在力量。\"前方的路大概仍将曲折，但市场似乎开始接受这一现实，\"Wong说。对投资者而言，NACHO交易所传递的核心信息在于：霍尔木兹危机对宏观格局的结构性影响，可能远比此前预期更为深远和持久。","news_type":1,"symbols_score_info":{"TACO":1.5,"FAZ":1.5}},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561944953242440,"gmtCreate":1778225415435,"gmtModify":1778226069075,"author":{"id":"4232110102659182","authorId":"4232110102659182","name":"股神老马","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232110102659182","idStr":"4232110102659182"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561944953242440","repostId":"2633482363","repostType":4,"repost":{"id":"2633482363","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778224193,"share":"https://ttm.financial/m/news/2633482363?lang=en_US&edition=fundamental","pubTime":"2026-05-08 15:09","market":"sg","language":"zh","title":"TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2633482363","media":"华尔街见闻","summary":"台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。","content":"<p><html><head></head><body>TSMC's revenue in April was NT$410.7 billion, down slightly by 1.1% month-on-month, and the year-on-year growth rate plummeted to 17.5% from 45.2% in March. However, the cumulative revenue in the first four months reached NT$1.5448 trillion, still up 29.9% year-on-year. Backed by the wave of AI capital expenditure of up to $725 billion by technology giants such as Alphabet and Amazon, TSMC's annual capital expenditure guidance ceiling is as high as $56 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The April revenue data was announced, and the monthly growth rate slowed down significantly, but the annual growth momentum remained steady.</p><p>TSMC's consolidated revenue in April 2026 was about NT$410.73 billion, down 1.1% from the previous month but up 17.5% from the same period last year, according to a Friday announcement. From January to April this year, the cumulative revenue reached NT$1.5448 trillion, a year-on-year increase of 29.9%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acea9ae762f7b3d83bde79444ae451b3\" tg-width=\"1486\" tg-height=\"412\"/></p><p>Revenue fell slightly from the previous month in April, partially reflecting the fading of the high base effect in March. Previously, in March, the monthly revenue reached NT$415.19 billion, up 30.7% month-on-month and 45.2% year-on-year, pushing the overall revenue in the first quarter to break through the threshold of NT$1 trillion in a single quarter for the first time. The callback of April data is a normal seasonal adjustment to some extent, but the year-on-year growth rate narrowed sharply from 45.2% in March to 17.5%, and the narrowing rate deserves the attention of the market.</p><p><h2 id=\"id_2223917595\">Cumulative growth remains strong in the first four months</h2>According to the data previously disclosed by TSMC, the consolidated revenue in the first quarter of 2026 was about NT$1.134 trillion, equivalent to about USD 35.6 billion, a year-on-year increase of 35.1%, slightly exceeding the average estimate of NT$1.12 trillion by analysts. This achievement marks the first time that TSMC's single-quarter revenue has crossed the NT $ trillion threshold, setting a high benchmark for full-year growth.</p><p>Despite the cooling of the monthly performance in April, TSMC's cumulative revenue in the first four months still reached NT$1.5448 trillion, with a year-on-year growth rate of 29.9%. This data shows that driven by the continuous demand for artificial intelligence-related chips, the company's overall revenue expansion trend has not loosened significantly. For investors, the growth performance of cumulative caliber may be more valuable than the monthly fluctuation.</p><p>Earlier this year, Alphabet,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It was announced that the total AI-related capital expenditure this year will reach 725 billion US dollars, far exceeding previous expectations. TSMC as<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>The core foundries of other head chip enterprises directly benefit from this capital wave.</p><p>In April this year, TSMC raised its full-year revenue guidance and said that full-year capital expenditure would trend towards the upper limit of the existing forecast range, which is as high as $56 billion, conveying management's positive expectations for the full-year economic outlook. TSMC shares have hit record highs this year, and the rally has also been dominated by the AI boom.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 15:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>TSMC's revenue in April was NT$410.7 billion, down slightly by 1.1% month-on-month, and the year-on-year growth rate plummeted to 17.5% from 45.2% in March. However, the cumulative revenue in the first four months reached NT$1.5448 trillion, still up 29.9% year-on-year. Backed by the wave of AI capital expenditure of up to $725 billion by technology giants such as Alphabet and Amazon, TSMC's annual capital expenditure guidance ceiling is as high as $56 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The April revenue data was announced, and the monthly growth rate slowed down significantly, but the annual growth momentum remained steady.</p><p>TSMC's consolidated revenue in April 2026 was about NT$410.73 billion, down 1.1% from the previous month but up 17.5% from the same period last year, according to a Friday announcement. From January to April this year, the cumulative revenue reached NT$1.5448 trillion, a year-on-year increase of 29.9%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acea9ae762f7b3d83bde79444ae451b3\" tg-width=\"1486\" tg-height=\"412\"/></p><p>Revenue fell slightly from the previous month in April, partially reflecting the fading of the high base effect in March. Previously, in March, the monthly revenue reached NT$415.19 billion, up 30.7% month-on-month and 45.2% year-on-year, pushing the overall revenue in the first quarter to break through the threshold of NT$1 trillion in a single quarter for the first time. The callback of April data is a normal seasonal adjustment to some extent, but the year-on-year growth rate narrowed sharply from 45.2% in March to 17.5%, and the narrowing rate deserves the attention of the market.</p><p><h2 id=\"id_2223917595\">Cumulative growth remains strong in the first four months</h2>According to the data previously disclosed by TSMC, the consolidated revenue in the first quarter of 2026 was about NT$1.134 trillion, equivalent to about USD 35.6 billion, a year-on-year increase of 35.1%, slightly exceeding the average estimate of NT$1.12 trillion by analysts. This achievement marks the first time that TSMC's single-quarter revenue has crossed the NT $ trillion threshold, setting a high benchmark for full-year growth.</p><p>Despite the cooling of the monthly performance in April, TSMC's cumulative revenue in the first four months still reached NT$1.5448 trillion, with a year-on-year growth rate of 29.9%. This data shows that driven by the continuous demand for artificial intelligence-related chips, the company's overall revenue expansion trend has not loosened significantly. For investors, the growth performance of cumulative caliber may be more valuable than the monthly fluctuation.</p><p>Earlier this year, Alphabet,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It was announced that the total AI-related capital expenditure this year will reach 725 billion US dollars, far exceeding previous expectations. TSMC as<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>The core foundries of other head chip enterprises directly benefit from this capital wave.</p><p>In April this year, TSMC raised its full-year revenue guidance and said that full-year capital expenditure would trend towards the upper limit of the existing forecast range, which is as high as $56 billion, conveying management's positive expectations for the full-year economic outlook. TSMC shares have hit record highs this year, and the rally has also been dominated by the AI boom.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4527":"明星科技股","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4526":"热门中概股","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4612":"AI芯片","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4543":"AI","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4512":"苹果概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","STSM":"Defiance Daily Target 2X Short TSM ETF","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","BK4591":"室温超导概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4535":"淡马锡持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4548":"巴美列捷福持仓","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4554":"元宇宙及AR概念","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","TSMG":"2倍做多TSM ETF- Leverage Shares","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4141":"半导体产品","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","TSMU":"2倍做多TSM ETF-GraniteShares","TSM":"台积电","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4550":"红杉资本持仓","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4588":"碎股","TSMX":"2倍做多TSM ETF-Direxion","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSMY":"TSM期权收益策略ETF-YieldMax","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","TSMZ":"1倍做空TSM ETF-Direxion","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","03145":"华夏亚洲高息股","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4503":"景林资产持仓","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4602":"量子计算概念","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4505":"高瓴资本持仓","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","BK4504":"桥水持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4605":"半导体精选","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://wallstreetcn.com/articles/3771823","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633482363","content_text":"台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。台积电公布4月营收数据，月度增速明显放缓，但年度增长势头依然稳健。台积电周五公告显示，2026年4月合并营收约为新台币4107.3亿元，环比下降1.1%，但较去年同期增长17.5%。今年1至4月累计营收达新台币1.5448万亿元，同比增长29.9%。4月营收环比小幅回落，部分反映出3月高基数效应的消退。此前3月单月营收高达新台币4151.9亿元，环比大增30.7%、同比激增45.2%，推动一季度整体营收首次突破单季新台币1万亿元门槛。4月数据的回调在一定程度上属于正常的季节性调整，但年同比增速由3月的45.2%大幅收窄至17.5%，收窄幅度值得市场关注。前四月累计增速保持强劲台积电此前披露的数据显示，2026年一季度合并营收约为新台币1.134万亿元，折合约356亿美元，同比增长35.1%，略超分析师平均预期的新台币1.12万亿元。这一成绩标志着台积电单季营收规模首次跨越万亿新台币门槛，奠定了全年增长的较高基准。尽管4月单月表现有所降温，台积电前四月累计营收仍达新台币1.5448万亿元，同比增速维持在29.9%。这一数据表明，在人工智能相关芯片需求持续驱动下，公司整体营收扩张趋势未见明显松动。对于投资者而言，累计口径的增长表现或比单月波动更具参考价值。今年早些时候，Alphabet、亚马逊、Meta及微软宣布今年AI相关资本开支合计将达7250亿美元，远超此前预期，台积电作为英伟达、AMD等头部芯片企业的核心代工方，直接受益于这一资本浪潮。今年4月，台积电上调了全年营收指引，并表示全年资本支出将趋向现有预测区间上限，该区间上限高达560亿美元，传递出管理层对全年经济前景的正面预期。台积电股价今年已创历史新高，涨势同样由AI繁荣主导。","news_type":1,"symbols_score_info":{"TSMY":0.6,"TSMU":0.6,"STSM":0.6,"03145":0.6,"TSM":1.98,"TSMZ":0.6,"TSMX":0.6,"TSMG":0.6}},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":551089018245120,"gmtCreate":1775564259961,"gmtModify":1775566983148,"author":{"id":"4212352499387392","authorId":"4212352499387392","name":"Kierayu876","avatar":"https://community-static.tradeup.com/news/40147ad4b4fea60e7c16295a9be0a1f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4212352499387392","idStr":"4212352499387392"},"themes":[],"title":"","htmlText":"Nice to know&nbsp;","listText":"Nice to know&nbsp;","text":"Nice to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551089018245120","repostId":"2625993708","repostType":2,"repost":{"id":"2625993708","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1775562807,"share":"https://ttm.financial/m/news/2625993708?lang=en_US&edition=fundamental","pubTime":"2026-04-07 19:53","market":"other","language":"zh","title":"The Other Side of Altman: Lies, Schemes and Trillion Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=2625993708","media":"华尔街见闻","summary":"当OpenAI冲刺万亿估值，掌舵人Altman却身陷“撒谎”的信任危机。随着公司拥抱资本并涉足敏感领域，“安全”底线被悄然剥离。当AGI的终极钥匙交托给游走于现实与虚构边缘的野心家，人类面对的，究竟是改变世界的天才，还是一场无法验证的宏大骗局？","content":"<p><html><body>When a company with the technology to reshape civilization rushes to a trillion-dollar valuation, the market cares about growth and computing power, but there is only one core issue around Sam Altman: trust. A survey spanning hundreds of interviews questioned —<strong>Is this key figure in the AI era worth entrusting the future?</strong></p><p>According to an in-depth report published by the New Yorker on April 6, the doubts about Altman did not come from outside,<strong>But from his closest colleagues and directors</strong>。 The first allegation of an internal memo was \"lying\". In their eyes, Altman is used to telling different versions of reality to different objects, and this person is dominating the direction of AI.</p><p>The five-day power storm of being fired and then quickly reinstated in 2023 did not clarify the issue, but deepened the question: When capital, employees and technical forces collectively take sides, has a CEO surpassed any substantive constraints?</p><p>At the same time, OpenAI is penetrating the military, Middle Eastern capital and sensitive national infrastructure, while<strong>The company's internal security commitment has been weakened, and \"security\" has even disappeared from the core business. The shell of idealism is being reshaped by real interests.</strong></p><p>The problem escalates as a result-it's not just personal integrity, it's structural risk:<strong>When<a href=\"https://laohu8.com/S/AGBK\">AGI</a>The key is concentrated in the hands of a few people, and its credibility is doubtful. Does human beings still have the \"right to brake\"?</strong></p><p>Altman once said that AI needs a little \"fictional\" magic. But the real uncertainty is that when the boundary between reality and narrative begins to blur,<strong>Whether we are facing a genius who changed the world or a grand story that cannot be verified.</strong></p><p><h2><strong>\"Lies\"-secret memos from former colleagues</strong></h2>In the fall of 2023, OpenAI's chief scientist Ilya Sutskever secretly passed around 70 pages of compilations of internal documents to three other directors in the form of disappearing news. This batch of materials includes Slack chat records, human resources documents and explanatory text, some of which are kept in the form of mobile phone photos, obviously to avoid the monitoring of company equipment.</p><p>This batch of internal documents has never been fully disclosed before. One of the memos dedicated to Altman opens with a list,<strong>The title is \"Sam continues to show...\" and the first is: \"Lie.\"</strong></p><p>Sutskever's accumulation of these concerns has a thread of thought. He had been a friend of Altman and even officiated at the wedding of co-founder Greg Brockman in the OpenAI offices in 2019.</p><p>But his doubts about Altman grew as he became more convinced that the company was approaching its ultimate goal of creating AI that could rival or surpass human cognitive abilities. He told another director at the time:</p><p><strong>\"I don't think Sam is the one who should be holding the button.\"</strong></p><p>When AI policy expert Helen Toner and entrepreneur Tasha McCauley received these documents, they saw them as confirmation that the two women had formed similar judgments. \"He was given the future of humanity,\" one informed director told the New Yorker, \"but he was not trustworthy.\"</p><p><h2><strong>From Y Combinator to OpenAI: A Controversial Rise</strong></h2>Altman didn't come out of nowhere. His career model was formed well before OpenAI.</p><p>After a year and a half at Stanford, he joined Y Combinator (Y.C.), a startup incubator founded by renowned programmer Paul Graham.</p><p>His first company, Loopt, was a primitive social network based on the location of his phone, reflecting a longtime trait of him: reading vague rules as rules in his own favor.</p><p>During the Loopt period, employees were confused by his exaggeration. One former employee recalled Altman bragging about being a table tennis champion, \"Missouri high school table tennis champion or something,\" but was actually one of the worst players in the company.</p><p>Mark Jacobstein, a veteran employee who had been placed by investors as Altman's \"guardian\", later described the habit as:</p><p>\"'<strong>I think the line between 'I might be able to do it' and 'I've done it' is blurred</strong>In its most extreme form, it will lead to a Theranos scam (the famous Silicon Valley scam). \"</p><p>In 2014, before Graham retired, he promoted Altman to Chairman of Y.C. However, by 2018, several Y.C. partners were deeply dissatisfied with Altman's behavior, and according to statements from several people present at the time, the Grahams had a frank conversation with Altman that essentially forced him to leave.</p><p>Graham had privately told Y.C. colleagues that before Altman was asked to leave, \"Sam was cheating on us.\"</p><p>Altman himself maintains that he was never fired by Y.C. and that he left entirely by his own will. \"We don't have the legal authority to fire anyone. All we can do is apply moral pressure,\" Graham told the New Yorker in a relatively vague public statement.</p><p><h2><strong>The Founding of OpenAI: Recruiting Idealism with Doomsday Narratives</strong></h2>In 2015, Altman sent an email to Elon Musk, which laid the foundation for OpenAI.</p><p>Previously, Altman had always been a tech optimist, but his AI discourse quickly turned to a doomsday rhetoric. He has repeatedly warned, both privately and publicly: AI technology should not be dominated by large profit-seeking companies. \"If this is going to happen after all,\" he wrote to Musk, \"it would be better for someone outside Google to do it.\"</p><p>OpenAI was thus established, registered as a non-profit organization,<strong>The board of directors has a statutory duty to put human safety above the interests of the company, even above the survival of the company itself.</strong></p><p>The founders publicly claimed that AI may be the most dangerous invention in human history and therefore requires an extraordinary corporate governance structure. This narrative is very inspiring: it successfully scatters the original<a href=\"https://laohu8.com/S/GOOG\">Google</a>Leading researchers in academia recruited to a new organization with poor funds.</p><p>As Sutskever recalled, the recruitment slogan was:<strong>\"You will save the world.\"</strong></p><p>However, there was an undercurrent of internal conflicts from the beginning. According to the more than 200 pages of private notes accumulated by Dario Amodei (who has since founded Anthropic) — documents that have never been publicly disclosed — Altman had different signals early on.</p><p>In 2019 with<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>During the negotiation of the $1 billion investment, Amodei listed upholding the \"merger and assistance\" clause in the company's articles of association (if another company takes the lead in securely developing AGI, OpenAI will assist rather than compete) as the top negotiation bottom line, and received a verbal commitment from Altman.</p><p>But as the deal was nearing signing, Amodei discovered that a clause had been quietly added to the contract that gave Microsoft the ability to block any merger by OpenAI. He grilled Altman on the spot, who initially denied that the clause existed, and Amodei had to read the contract text verbatim and have another colleague confirm it in person.</p><p>Amodei later wrote in his notes:<strong>\"His words are almost certainly lies\".</strong></p><p><h2><strong>\"Coup\" and Restoration: Power Drama in Five Days</strong></h2>That weekend in November 2023, Altman was in Las Vegas watching an F1 car when the board read a statement over a video call informing him that he was no longer an OpenAI employee.</p><p>The news shook the entire tech world. Microsoft was only told minutes before the firing — and the strategic partner, which has poured more than $13 billion into OpenAI, was caught off guard. \"I was very shocked,\" Microsoft CEO Satya Nadella later said.</p><p>LinkedIn co-founder and OpenAI investor Reid Hoffman immediately launched a telephone survey to try to find out what mistake Altman had made. \"I had no idea what the fuck was going on,\" Hoffman told the New Yorker. \"We were looking for evidence of embezzlement, or sexual harassment, but we couldn't find anything.\"</p><p>Altman returned to his $27 million mansion in San Francisco and quickly formed an informal \"government in exile\" that included Airbnb co-founder Brian Chesky, investor Ron Conway and crisis publicist Chris Lehane. His phone records show that he talks more than 12 hours a day.</p><p>At the same time, he coordinated with Microsoft CEO Nadella and sent a clear signal to acting CEO Mira Murati that his allies are \"striking with all their might\" and are \"unearthing negative information\" to damage the reputation of those who have opposed him, including her. (Altman said he did not remember such a conversation.)</p><p>Under intense external pressure, most employees signed an open letter calling for Altman's reinstatement, and Sutskever eventually signed the letter.</p><p><strong>The board was forced to compromise, with Helen Toner and Tasha McCauley losing their seats, while two new additions (former Harvard President Lawrence Summers and former<a href=\"https://laohu8.com/S/META\">Facebook</a>CTO Bret Taylor) were both selected after in-depth communication with Altman.</strong></p><p>\"Can you do this: put Bret, Larry Summers, Adam on the board, let me be CEO, and then Bret will be in charge of the investigation?\" Altman texted Nadella. Within five days, he was reinstated.</p><p><strong>Employees refer to this history as \"the Blip,\" borrowing from Marvel movies where characters disappear and reappear unscathed, and the world is turned upside down.</strong></p><p><h2><strong>The investigation report that never went down</strong></h2>Dismissed directors will be subject to an independent investigation as one of the conditions of separation. OpenAI hired WilmerHale, a law firm that once led the internal investigation of Enron and WorldCom, to conduct this \"review\". But the entire process appears to have been deliberately designed to limit transparency, according to six people close to the investigation.</p><p>Investigators initially did not engage with a number of key parties; Some employees interviewed were afraid to speak frankly because they were worried about lack of anonymity. \"They focused only on the narrow window of time during the boardroom, not his long history of integrity,\" said one interviewed.</p><p>In March 2024, OpenAI announced that Altman had been cleared, but did not release any investigative reports. The company's official website only posted a statement of about 800 words, acknowledging the existence of a \"break in trust\".</p><p>According to people familiar with the matter, there was no written report because it was not written at all, and the findings of the investigation were only presented to Summers and Taylor in the form of an oral briefing. \"The review did not conclude that Sam was honest,\" a person close to the investigation said, \"but it determined that he could remain CEO.\"</p><p>Several former and current employees who were present were shocked by the secrecy. Altman rejoined the board shortly after his reinstatement.</p><p><h2>From non-profit commitment of \"human security first\" to for-profit recapitalization</h2>OpenAI's initial setting was to constrain business impulses with a non-profit structure.<strong>The board of directors has an obligation to \"prioritize human safety over the success and even survival of the company\". But internal records show that promise has been eroding.</strong></p><p>At a board meeting in December 2022, Altman assured members that several functions of GPT-4 had been approved by the Security Review Committee. Toner requested access to documents and found that neither of the most controversial features — allowing users to \"fine-tune\" the model and deploy it as a personal assistant — had been approved.</p><p>Additionally, she learned that Microsoft had released an early version of ChatGPT in India ahead of schedule, skipping the necessary security review, which Altman never mentioned in multiple lengthy debriefs with the board.</p><p>When security researcher Jan Leike was appointed to lead the \"Super Alignment Team\", the official statement promised that the team would receive \"20%\" of the company's computing power. However, according to four witnesses, the actual allocated computing power is between 1% and 2%, and \"most of the super-aligned computing power is actually used by the oldest clusters with the worst chips\".</p><p>Leike complained to Murati, who told him not to mention it again because \"the promise was never realistic\".</p><p>In 2024, Sutskever and Leike left one after another.<strong>\"Security culture and processes have given way to shiny products,\" Leike wrote on social media. OpenAI has since disbanded its Super Alignment team, and the word \"security\" has also disappeared from the company's description of \"most important business activities\" in its latest IRS return.</strong></p><p><h2><strong>Trillion Bet: Betting on the Future of AI to Authoritarian Regimes</strong></h2>Altman's most ambitious bet in business, and the worst worry outside the world —<strong>It is to extend the construction of AI infrastructure to the authoritarian regime in the Middle East.</strong></p><p>Back in 2016, he met Saudi Crown Prince Mohammed bin Salman and privately called him a \"friend\". In 2018, a week after the killing of journalist Jamal Khashoggi, Altman announced that he had joined the Saudi-dominated Neom advisory board for the Future Cities project, before pulling out after fierce opposition from colleagues.</p><p>But as one policy adviser recalled, Altman then began asking if he could somehow bypass moral pressure to continue receiving money from Saudi Arabia, \"the question isn't 'is this a bad thing' but 'if we do this, what are the consequences? Is there an export control problem? Is there going to be sanctions? Can I go undetected?'\"</p><p>In parallel, he turned his sights to the UAE. Sheikh Tahnoon bin Zayed al-Nahyan, the UAE president's brother and director of national intelligence, controls about $1.5 trillion in sovereign wealth, and he also runs the state-controlled AI group G42.</p><p>Altman has developed a deep personal relationship with him, calling him \"Dear Best Friend\" on social media, and was invited aboard his $250 million superyacht \"Maryah\" in 2024.</p><p>In 2023, Altman began secretly pushing for a plan dubbed \"ChipCo\": funded by the Gulf states<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>USD to build large-scale chip foundries and data centers in the Middle East. \"As far as I understand it, the board had no knowledge of the whole thing when it happened,\" said one director.</p><p>The Biden administration in the United States is deeply wary of this, and Commerce Department officials explicitly told Altman: \"We do not plan to build advanced chips in the UAE.\"</p><p>However, with Trump's return to the White House, the picture changed drastically. In the first week of his inauguration, Altman stood in the Roosevelt Room of the White House to announce the \"Stargate\" plan-a joint venture aimed at building a huge AI infrastructure network in the United States, totaling $500 billion.</p><p>Subsequently, the Biden administration's export restrictions on AI technology were abolished, Altman accompanied Trump on a visit to the Saudi royal family, and Saudi Arabia immediately announced the establishment of a large state-sponsored AI company. Meanwhile, OpenAI announced the construction of a data center campus in Abu Dhabi that is seven times the size of Central Park and consumes as much electricity as the entire city of Miami.</p><p>\"We are building portals through which we are truly summoning outliers,\" said a former OpenAI executive.<strong>\"Sam has added another gateway in the Middle East. This is one of the most irresponsible things ever.\"</strong></p><p><h2>Regulation and Lobbying: From 'Welcoming Regulation' to a Tough Counterattack to the Security Act</h2>When it comes to public image, Altman has long played the outlier among tech giants-he actively called on the government to regulate AI, and even proposed the creation of a new federal regulator in 2023 when he testified before the U.S. Senate Judiciary Committee.</p><p>Louisiana Sen. John Kennedy looked rather moved, leaning on his hand and saying that perhaps Altman himself should be left to enforce the rules.</p><p>But at the same time, according to Time magazine,<strong>OpenAI successfully lobbied between 2022 and 2023 to weaken an EU piece of legislation aimed at tightening regulation of large AI companies.</strong>In California, when an AI security bill with terms highly similar to Altman's previous congressional testimony was introduced to the legislature, OpenAI publicly opposed it and made threats privately.</p><p>\"During the year, we have seen increasingly cunning and deceptive behavior from OpenAI,\" a legislative aide told the New Yorker. Conway, the investor, lobbied political leaders including Nancy Pelosi and Gavin Newsom, and the bill was ultimately vetoed by Newsom after it passed Parliament.</p><p>This year, a pro-AI super PAC called Leading the Future began funding candidates who oppose AI regulation.</p><p>OpenAI officially said it would not donate to such organizations, but one of the committee's major contributors is Greg Brockman, pledging $50 million. That same year, the Brockmans also donated $25 million to MAGA Inc., a pro-Trump company.</p><p><h2><strong>The Anatomy of Power: The Contradictory Unity of Obedience and Manipulation of Others</strong></h2>Of the dozens of parties The New Yorker interviewed, most shared some kind of shared psychological portrait of Altman. A director said:</p><p><strong>\"He is not bound by the truth. He has two traits that almost never appear in the same person at the same time: the first is a strong desire to please others and be liked in every interaction; and the second is an almost antisocial indifference to the consequences of deceiving others.\"</strong></p><p>The director is not the only one to spontaneously use the term \"antisocial\". Aaron Swartz, Altman's contemporary in the first class of Y Combinator cadets and regarded as the spiritual legacy of the tech circle, expressed his concerns about Altman to a number of friends in strong words several years before his death.</p><p>Several senior Microsoft executives also said in interviews that despite Nadella's long-standing support, the relationship between Microsoft and Altman has become tense. One of them said:</p><p>\"He misled, misrepresented, renegotiated, broke his promises, and I think there is a certain possibility — not big but there is — that he will end up being remembered as a Bernie Madoff or Sam Bankman-Fried-level liar.\"</p><p>Altman and his supporters explain these allegations as \"normal competitive business practices,\" while his critics are sci-fi \"doomsayers,\" or losers jealous of his success.</p><p>\"He's so caught up in his self-belief,\" said former board member Sue Yoon, \"that he does things that don't have any logic in the real world. But he doesn't live in the real world.\"</p><p><h2><strong>The Trillion Dollar Question: Should He Rule It All</strong></h2>OpenAI is reportedly preparing for an IPO with a potential valuation of nearly $1 trillion. Altman is riding one of the fastest-growing start-ups in human history, and its financing scale — the latest single round exceeded $120 billion, four times the size of the largest private placement in history.</p><p>In the foreseeable future, this company's decisions will affect the lives of hundreds of millions of people: when AI should stop and when it should continue; Who it should help and whom it refuses to serve; On the battlefield, whether it can make autonomous decisions without human supervision.</p><p>The problem is not only that Altman is a morally flawed man – as anyone who has run a large company knows, this is not surprising in itself.</p><p>The problem is: OpenAI's reason for existence is based on a premise from beginning to end-it is different from other companies,<strong>Its leaders must possess \"extraordinary integrity\" because they master a technology that can change civilization.</strong></p><p>Sutskever was initially convinced of this mission, and it was because of this belief that he refused<a href=\"https://laohu8.com/S/GOOGL\">Google</a>Tens of millions of dollars a year.</p><p>In an interview, the reporter asked Altman whether running an AI company requires \"higher standards of integrity\".</p><p>This was supposed to be an easy question to answer. He hesitated, then said, \"I think many industries can have a huge impact on society, for better or worse.\" Moments later, he added, \"Yes, it requires greater integrity, and I feel the weight of that responsibility every day.\"</p><p>However, in OpenAI's latest IRS return, the description of \"security\" as the company's core business has disappeared.<strong>The former recruiting slogan: \"You will save the world\" has been replaced by a new slogan within the company: \"Feel AGI.\"</strong></p><p>As Altman once told the media in an almost philosophical tone, he allowed his AI models to retain a certain degree of \"fictional\" ability, rather than pursuing 100% accuracy, because \"that magic is people's favorite thing\". This, perhaps, is the best footnote to understand him personally. ▪</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Other Side of Altman: Lies, Schemes and Trillion Bets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Other Side of Altman: Lies, Schemes and Trillion Bets\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-04-07 19:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>When a company with the technology to reshape civilization rushes to a trillion-dollar valuation, the market cares about growth and computing power, but there is only one core issue around Sam Altman: trust. A survey spanning hundreds of interviews questioned —<strong>Is this key figure in the AI era worth entrusting the future?</strong></p><p>According to an in-depth report published by the New Yorker on April 6, the doubts about Altman did not come from outside,<strong>But from his closest colleagues and directors</strong>。 The first allegation of an internal memo was \"lying\". In their eyes, Altman is used to telling different versions of reality to different objects, and this person is dominating the direction of AI.</p><p>The five-day power storm of being fired and then quickly reinstated in 2023 did not clarify the issue, but deepened the question: When capital, employees and technical forces collectively take sides, has a CEO surpassed any substantive constraints?</p><p>At the same time, OpenAI is penetrating the military, Middle Eastern capital and sensitive national infrastructure, while<strong>The company's internal security commitment has been weakened, and \"security\" has even disappeared from the core business. The shell of idealism is being reshaped by real interests.</strong></p><p>The problem escalates as a result-it's not just personal integrity, it's structural risk:<strong>When<a href=\"https://laohu8.com/S/AGBK\">AGI</a>The key is concentrated in the hands of a few people, and its credibility is doubtful. Does human beings still have the \"right to brake\"?</strong></p><p>Altman once said that AI needs a little \"fictional\" magic. But the real uncertainty is that when the boundary between reality and narrative begins to blur,<strong>Whether we are facing a genius who changed the world or a grand story that cannot be verified.</strong></p><p><h2><strong>\"Lies\"-secret memos from former colleagues</strong></h2>In the fall of 2023, OpenAI's chief scientist Ilya Sutskever secretly passed around 70 pages of compilations of internal documents to three other directors in the form of disappearing news. This batch of materials includes Slack chat records, human resources documents and explanatory text, some of which are kept in the form of mobile phone photos, obviously to avoid the monitoring of company equipment.</p><p>This batch of internal documents has never been fully disclosed before. One of the memos dedicated to Altman opens with a list,<strong>The title is \"Sam continues to show...\" and the first is: \"Lie.\"</strong></p><p>Sutskever's accumulation of these concerns has a thread of thought. He had been a friend of Altman and even officiated at the wedding of co-founder Greg Brockman in the OpenAI offices in 2019.</p><p>But his doubts about Altman grew as he became more convinced that the company was approaching its ultimate goal of creating AI that could rival or surpass human cognitive abilities. He told another director at the time:</p><p><strong>\"I don't think Sam is the one who should be holding the button.\"</strong></p><p>When AI policy expert Helen Toner and entrepreneur Tasha McCauley received these documents, they saw them as confirmation that the two women had formed similar judgments. \"He was given the future of humanity,\" one informed director told the New Yorker, \"but he was not trustworthy.\"</p><p><h2><strong>From Y Combinator to OpenAI: A Controversial Rise</strong></h2>Altman didn't come out of nowhere. His career model was formed well before OpenAI.</p><p>After a year and a half at Stanford, he joined Y Combinator (Y.C.), a startup incubator founded by renowned programmer Paul Graham.</p><p>His first company, Loopt, was a primitive social network based on the location of his phone, reflecting a longtime trait of him: reading vague rules as rules in his own favor.</p><p>During the Loopt period, employees were confused by his exaggeration. One former employee recalled Altman bragging about being a table tennis champion, \"Missouri high school table tennis champion or something,\" but was actually one of the worst players in the company.</p><p>Mark Jacobstein, a veteran employee who had been placed by investors as Altman's \"guardian\", later described the habit as:</p><p>\"'<strong>I think the line between 'I might be able to do it' and 'I've done it' is blurred</strong>In its most extreme form, it will lead to a Theranos scam (the famous Silicon Valley scam). \"</p><p>In 2014, before Graham retired, he promoted Altman to Chairman of Y.C. However, by 2018, several Y.C. partners were deeply dissatisfied with Altman's behavior, and according to statements from several people present at the time, the Grahams had a frank conversation with Altman that essentially forced him to leave.</p><p>Graham had privately told Y.C. colleagues that before Altman was asked to leave, \"Sam was cheating on us.\"</p><p>Altman himself maintains that he was never fired by Y.C. and that he left entirely by his own will. \"We don't have the legal authority to fire anyone. All we can do is apply moral pressure,\" Graham told the New Yorker in a relatively vague public statement.</p><p><h2><strong>The Founding of OpenAI: Recruiting Idealism with Doomsday Narratives</strong></h2>In 2015, Altman sent an email to Elon Musk, which laid the foundation for OpenAI.</p><p>Previously, Altman had always been a tech optimist, but his AI discourse quickly turned to a doomsday rhetoric. He has repeatedly warned, both privately and publicly: AI technology should not be dominated by large profit-seeking companies. \"If this is going to happen after all,\" he wrote to Musk, \"it would be better for someone outside Google to do it.\"</p><p>OpenAI was thus established, registered as a non-profit organization,<strong>The board of directors has a statutory duty to put human safety above the interests of the company, even above the survival of the company itself.</strong></p><p>The founders publicly claimed that AI may be the most dangerous invention in human history and therefore requires an extraordinary corporate governance structure. This narrative is very inspiring: it successfully scatters the original<a href=\"https://laohu8.com/S/GOOG\">Google</a>Leading researchers in academia recruited to a new organization with poor funds.</p><p>As Sutskever recalled, the recruitment slogan was:<strong>\"You will save the world.\"</strong></p><p>However, there was an undercurrent of internal conflicts from the beginning. According to the more than 200 pages of private notes accumulated by Dario Amodei (who has since founded Anthropic) — documents that have never been publicly disclosed — Altman had different signals early on.</p><p>In 2019 with<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>During the negotiation of the $1 billion investment, Amodei listed upholding the \"merger and assistance\" clause in the company's articles of association (if another company takes the lead in securely developing AGI, OpenAI will assist rather than compete) as the top negotiation bottom line, and received a verbal commitment from Altman.</p><p>But as the deal was nearing signing, Amodei discovered that a clause had been quietly added to the contract that gave Microsoft the ability to block any merger by OpenAI. He grilled Altman on the spot, who initially denied that the clause existed, and Amodei had to read the contract text verbatim and have another colleague confirm it in person.</p><p>Amodei later wrote in his notes:<strong>\"His words are almost certainly lies\".</strong></p><p><h2><strong>\"Coup\" and Restoration: Power Drama in Five Days</strong></h2>That weekend in November 2023, Altman was in Las Vegas watching an F1 car when the board read a statement over a video call informing him that he was no longer an OpenAI employee.</p><p>The news shook the entire tech world. Microsoft was only told minutes before the firing — and the strategic partner, which has poured more than $13 billion into OpenAI, was caught off guard. \"I was very shocked,\" Microsoft CEO Satya Nadella later said.</p><p>LinkedIn co-founder and OpenAI investor Reid Hoffman immediately launched a telephone survey to try to find out what mistake Altman had made. \"I had no idea what the fuck was going on,\" Hoffman told the New Yorker. \"We were looking for evidence of embezzlement, or sexual harassment, but we couldn't find anything.\"</p><p>Altman returned to his $27 million mansion in San Francisco and quickly formed an informal \"government in exile\" that included Airbnb co-founder Brian Chesky, investor Ron Conway and crisis publicist Chris Lehane. His phone records show that he talks more than 12 hours a day.</p><p>At the same time, he coordinated with Microsoft CEO Nadella and sent a clear signal to acting CEO Mira Murati that his allies are \"striking with all their might\" and are \"unearthing negative information\" to damage the reputation of those who have opposed him, including her. (Altman said he did not remember such a conversation.)</p><p>Under intense external pressure, most employees signed an open letter calling for Altman's reinstatement, and Sutskever eventually signed the letter.</p><p><strong>The board was forced to compromise, with Helen Toner and Tasha McCauley losing their seats, while two new additions (former Harvard President Lawrence Summers and former<a href=\"https://laohu8.com/S/META\">Facebook</a>CTO Bret Taylor) were both selected after in-depth communication with Altman.</strong></p><p>\"Can you do this: put Bret, Larry Summers, Adam on the board, let me be CEO, and then Bret will be in charge of the investigation?\" Altman texted Nadella. Within five days, he was reinstated.</p><p><strong>Employees refer to this history as \"the Blip,\" borrowing from Marvel movies where characters disappear and reappear unscathed, and the world is turned upside down.</strong></p><p><h2><strong>The investigation report that never went down</strong></h2>Dismissed directors will be subject to an independent investigation as one of the conditions of separation. OpenAI hired WilmerHale, a law firm that once led the internal investigation of Enron and WorldCom, to conduct this \"review\". But the entire process appears to have been deliberately designed to limit transparency, according to six people close to the investigation.</p><p>Investigators initially did not engage with a number of key parties; Some employees interviewed were afraid to speak frankly because they were worried about lack of anonymity. \"They focused only on the narrow window of time during the boardroom, not his long history of integrity,\" said one interviewed.</p><p>In March 2024, OpenAI announced that Altman had been cleared, but did not release any investigative reports. The company's official website only posted a statement of about 800 words, acknowledging the existence of a \"break in trust\".</p><p>According to people familiar with the matter, there was no written report because it was not written at all, and the findings of the investigation were only presented to Summers and Taylor in the form of an oral briefing. \"The review did not conclude that Sam was honest,\" a person close to the investigation said, \"but it determined that he could remain CEO.\"</p><p>Several former and current employees who were present were shocked by the secrecy. Altman rejoined the board shortly after his reinstatement.</p><p><h2>From non-profit commitment of \"human security first\" to for-profit recapitalization</h2>OpenAI's initial setting was to constrain business impulses with a non-profit structure.<strong>The board of directors has an obligation to \"prioritize human safety over the success and even survival of the company\". But internal records show that promise has been eroding.</strong></p><p>At a board meeting in December 2022, Altman assured members that several functions of GPT-4 had been approved by the Security Review Committee. Toner requested access to documents and found that neither of the most controversial features — allowing users to \"fine-tune\" the model and deploy it as a personal assistant — had been approved.</p><p>Additionally, she learned that Microsoft had released an early version of ChatGPT in India ahead of schedule, skipping the necessary security review, which Altman never mentioned in multiple lengthy debriefs with the board.</p><p>When security researcher Jan Leike was appointed to lead the \"Super Alignment Team\", the official statement promised that the team would receive \"20%\" of the company's computing power. However, according to four witnesses, the actual allocated computing power is between 1% and 2%, and \"most of the super-aligned computing power is actually used by the oldest clusters with the worst chips\".</p><p>Leike complained to Murati, who told him not to mention it again because \"the promise was never realistic\".</p><p>In 2024, Sutskever and Leike left one after another.<strong>\"Security culture and processes have given way to shiny products,\" Leike wrote on social media. OpenAI has since disbanded its Super Alignment team, and the word \"security\" has also disappeared from the company's description of \"most important business activities\" in its latest IRS return.</strong></p><p><h2><strong>Trillion Bet: Betting on the Future of AI to Authoritarian Regimes</strong></h2>Altman's most ambitious bet in business, and the worst worry outside the world —<strong>It is to extend the construction of AI infrastructure to the authoritarian regime in the Middle East.</strong></p><p>Back in 2016, he met Saudi Crown Prince Mohammed bin Salman and privately called him a \"friend\". In 2018, a week after the killing of journalist Jamal Khashoggi, Altman announced that he had joined the Saudi-dominated Neom advisory board for the Future Cities project, before pulling out after fierce opposition from colleagues.</p><p>But as one policy adviser recalled, Altman then began asking if he could somehow bypass moral pressure to continue receiving money from Saudi Arabia, \"the question isn't 'is this a bad thing' but 'if we do this, what are the consequences? Is there an export control problem? Is there going to be sanctions? Can I go undetected?'\"</p><p>In parallel, he turned his sights to the UAE. Sheikh Tahnoon bin Zayed al-Nahyan, the UAE president's brother and director of national intelligence, controls about $1.5 trillion in sovereign wealth, and he also runs the state-controlled AI group G42.</p><p>Altman has developed a deep personal relationship with him, calling him \"Dear Best Friend\" on social media, and was invited aboard his $250 million superyacht \"Maryah\" in 2024.</p><p>In 2023, Altman began secretly pushing for a plan dubbed \"ChipCo\": funded by the Gulf states<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>USD to build large-scale chip foundries and data centers in the Middle East. \"As far as I understand it, the board had no knowledge of the whole thing when it happened,\" said one director.</p><p>The Biden administration in the United States is deeply wary of this, and Commerce Department officials explicitly told Altman: \"We do not plan to build advanced chips in the UAE.\"</p><p>However, with Trump's return to the White House, the picture changed drastically. In the first week of his inauguration, Altman stood in the Roosevelt Room of the White House to announce the \"Stargate\" plan-a joint venture aimed at building a huge AI infrastructure network in the United States, totaling $500 billion.</p><p>Subsequently, the Biden administration's export restrictions on AI technology were abolished, Altman accompanied Trump on a visit to the Saudi royal family, and Saudi Arabia immediately announced the establishment of a large state-sponsored AI company. Meanwhile, OpenAI announced the construction of a data center campus in Abu Dhabi that is seven times the size of Central Park and consumes as much electricity as the entire city of Miami.</p><p>\"We are building portals through which we are truly summoning outliers,\" said a former OpenAI executive.<strong>\"Sam has added another gateway in the Middle East. This is one of the most irresponsible things ever.\"</strong></p><p><h2>Regulation and Lobbying: From 'Welcoming Regulation' to a Tough Counterattack to the Security Act</h2>When it comes to public image, Altman has long played the outlier among tech giants-he actively called on the government to regulate AI, and even proposed the creation of a new federal regulator in 2023 when he testified before the U.S. Senate Judiciary Committee.</p><p>Louisiana Sen. John Kennedy looked rather moved, leaning on his hand and saying that perhaps Altman himself should be left to enforce the rules.</p><p>But at the same time, according to Time magazine,<strong>OpenAI successfully lobbied between 2022 and 2023 to weaken an EU piece of legislation aimed at tightening regulation of large AI companies.</strong>In California, when an AI security bill with terms highly similar to Altman's previous congressional testimony was introduced to the legislature, OpenAI publicly opposed it and made threats privately.</p><p>\"During the year, we have seen increasingly cunning and deceptive behavior from OpenAI,\" a legislative aide told the New Yorker. Conway, the investor, lobbied political leaders including Nancy Pelosi and Gavin Newsom, and the bill was ultimately vetoed by Newsom after it passed Parliament.</p><p>This year, a pro-AI super PAC called Leading the Future began funding candidates who oppose AI regulation.</p><p>OpenAI officially said it would not donate to such organizations, but one of the committee's major contributors is Greg Brockman, pledging $50 million. That same year, the Brockmans also donated $25 million to MAGA Inc., a pro-Trump company.</p><p><h2><strong>The Anatomy of Power: The Contradictory Unity of Obedience and Manipulation of Others</strong></h2>Of the dozens of parties The New Yorker interviewed, most shared some kind of shared psychological portrait of Altman. A director said:</p><p><strong>\"He is not bound by the truth. He has two traits that almost never appear in the same person at the same time: the first is a strong desire to please others and be liked in every interaction; and the second is an almost antisocial indifference to the consequences of deceiving others.\"</strong></p><p>The director is not the only one to spontaneously use the term \"antisocial\". Aaron Swartz, Altman's contemporary in the first class of Y Combinator cadets and regarded as the spiritual legacy of the tech circle, expressed his concerns about Altman to a number of friends in strong words several years before his death.</p><p>Several senior Microsoft executives also said in interviews that despite Nadella's long-standing support, the relationship between Microsoft and Altman has become tense. One of them said:</p><p>\"He misled, misrepresented, renegotiated, broke his promises, and I think there is a certain possibility — not big but there is — that he will end up being remembered as a Bernie Madoff or Sam Bankman-Fried-level liar.\"</p><p>Altman and his supporters explain these allegations as \"normal competitive business practices,\" while his critics are sci-fi \"doomsayers,\" or losers jealous of his success.</p><p>\"He's so caught up in his self-belief,\" said former board member Sue Yoon, \"that he does things that don't have any logic in the real world. But he doesn't live in the real world.\"</p><p><h2><strong>The Trillion Dollar Question: Should He Rule It All</strong></h2>OpenAI is reportedly preparing for an IPO with a potential valuation of nearly $1 trillion. Altman is riding one of the fastest-growing start-ups in human history, and its financing scale — the latest single round exceeded $120 billion, four times the size of the largest private placement in history.</p><p>In the foreseeable future, this company's decisions will affect the lives of hundreds of millions of people: when AI should stop and when it should continue; Who it should help and whom it refuses to serve; On the battlefield, whether it can make autonomous decisions without human supervision.</p><p>The problem is not only that Altman is a morally flawed man – as anyone who has run a large company knows, this is not surprising in itself.</p><p>The problem is: OpenAI's reason for existence is based on a premise from beginning to end-it is different from other companies,<strong>Its leaders must possess \"extraordinary integrity\" because they master a technology that can change civilization.</strong></p><p>Sutskever was initially convinced of this mission, and it was because of this belief that he refused<a href=\"https://laohu8.com/S/GOOGL\">Google</a>Tens of millions of dollars a year.</p><p>In an interview, the reporter asked Altman whether running an AI company requires \"higher standards of integrity\".</p><p>This was supposed to be an easy question to answer. He hesitated, then said, \"I think many industries can have a huge impact on society, for better or worse.\" Moments later, he added, \"Yes, it requires greater integrity, and I feel the weight of that responsibility every day.\"</p><p>However, in OpenAI's latest IRS return, the description of \"security\" as the company's core business has disappeared.<strong>The former recruiting slogan: \"You will save the world\" has been replaced by a new slogan within the company: \"Feel AGI.\"</strong></p><p>As Altman once told the media in an almost philosophical tone, he allowed his AI models to retain a certain degree of \"fictional\" ability, rather than pursuing 100% accuracy, because \"that magic is people's favorite thing\". This, perhaps, is the best footnote to understand him personally. ▪</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4592":"伊斯兰概念","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0079474960.USD":"联博美国增长基金A","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0171293334.USD":"贝莱德英国基金A2","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4598":"佩洛西持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0861579265.USD":"联博低波幅策略股票基金A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4612":"AI芯片","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","MSFD":"1倍做空MSFT ETF-Direxion","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","MSFL":"2倍做多MSFT ETF-GraniteShares","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","MSFO":"MSFT期权收益策略ETF-YieldMax","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","MSFU":"2倍做多MSFT ETF-Direxion","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","MSFW":"Roundhill MSFT WeeklyPay ETF","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","MSFX":"2倍做多MSFT ETF-T-Rex","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1032466523.USD":"高盛全球多资产收益组合Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0080751232.USD":"富达环球多元动力基金A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","BK4516":"特朗普概念","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4548":"巴美列捷福持仓","MSFT":"微软","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","SG9999002232.USD":"Allianz Global High Payout USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4554":"元宇宙及AR概念","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4585":"ETF&股票定投概念","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","BK4587":"ChatGPT概念","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4551":"寇图资本持仓","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4528":"SaaS概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4525":"远程办公概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4527":"明星科技股","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4576":"AR","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4577":"网络游戏","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4579":"人工智能","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4534":"瑞士信贷持仓","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4535":"淡马锡持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4538":"云计算","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4097":"系统软件","BK4023":"应用软件","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","BK4567":"ESG概念","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4503":"景林资产持仓","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","BK4566":"资本集团","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4504":"桥水持仓","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","BK4543":"AI","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3769397","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625993708","content_text":"当一家掌握重塑文明技术的公司冲向万亿估值时，市场关心增长与算力，但围绕Sam Altman的核心问题却只有一个：信任。一份横跨数百人访谈的调查提出质疑——这位AI时代的关键人物，是否值得托付未来？\n据《纽约客》4月6日发表的深度报道，对Altman的质疑并非来自外部，而是出自他最亲近的同事与董事。一份内部备忘录的第一条指控就是“撒谎”。在他们眼中，Altman习惯对不同对象讲述不同版本的现实，而这个人，正主导AI的走向。\n2023年被解雇又迅速复职的五天权力风暴，没有澄清问题，反而加深疑问：当资本、员工与技术力量集体站队，一位CEO是否已经超越了任何实质性约束？\n与此同时，OpenAI正深入军方、中东资本与敏感国家基础设施领域，而公司内部安全承诺却被削弱，“安全”甚至从核心业务中消失。理想主义外壳，正在被现实利益重塑。\n问题因此升级——这不只是个人诚信，而是结构性风险：当AGI的钥匙集中在少数人手中，而其可信度存疑，人类是否还拥有“刹车权”？\nAltman曾说，AI需要一点“虚构”的魔力。但真正的不确定在于：当现实与叙事边界开始模糊，我们面对的，究竟是一个改变世界的天才，还是一场无法验证的宏大故事。\n\"谎言\"——前同事的秘密备忘录\n2023年秋，OpenAI首席科学家Ilya Sutskever以消失消息的形式，向另外三位董事秘密传递了约70页的内部文件汇编。这批材料包括Slack聊天记录、人力资源文件及说明性文字，部分内容以手机拍照方式留存，显然是为了规避公司设备的监控。\n这批内部文件此前从未被完整披露。其中一份专门针对Altman的备忘录以一份清单开篇，标题为\"Sam持续展现出……\"，第一条即是：\"撒谎。\"\nSutskever积累这些担忧有其思想脉络。他曾是Altman的朋友，2019年甚至在OpenAI办公室主持了联合创始人Greg Brockman的婚礼。\n但随着他愈发相信公司正在逼近其终极目标——创造出能够与人类认知能力相媲美乃至超越人类的AI——他对Altman的疑虑与日俱增。他当时对另一位董事说：\n\n\"我不认为Sam是那个应该握住按钮的人。\"\n\nAI政策专家Helen Toner与企业家Tasha McCauley收到这批文件时，视之为印证：这两位女性已经各自形成了类似判断。\"他被赋予了人类的未来，\"一位知情董事对《纽约客》说，\"但他不值得信任。\"\n从Y Combinator到OpenAI：一个争议性崛起\nAltman并非横空出世。他的职业模式在远早于OpenAI之前便已形成。\n他在斯坦福大学读了一年半后，加入了著名程序员Paul Graham创办的创业孵化器Y Combinator（Y.C.）。\n他的第一家公司Loopt是一款基于手机位置的原始社交网络，折射出他的一个长期特质：将模糊的规则解读为对自己有利的规则。\nLoopt时期，已有员工对他的夸大其词感到困惑。一名前员工回忆，Altman曾大肆吹嘘自己是乒乓球冠军，\"密苏里州高中乒乓球冠军之类的\"，但实际上是公司里打得最差的人之一。\n一位曾被投资者安排担任Altman\"监护人\"的资深员工Mark Jacobstein后来将这种习惯描述为：\n\n\"'我认为我也许能做到'和'我已经做到了'之间的界限模糊，在最极端的形式下，就会走向Theranos那样的骗局（硅谷著名骗局）。\"\n\n2014年，Graham退休前将Altman擢升为Y.C.主席。然而到2018年，多位Y.C.合伙人已对Altman的行为深感不满，据多位当时在场人士的陈述，Graham夫妇曾与Altman进行了一次坦率谈话，实质上是迫使他离开。\nGraham曾私下对Y.C.同事表示，在Altman被要求离开之前，\"Sam一直在欺骗我们。\"\nAltman本人坚持声称自己从未被Y.C.解雇，且离开完全出于本人意愿。Graham的公开表述则相对模糊，他告诉《纽约客》：\"我们没有法律权力解雇任何人。我们所能做的只是施加道义压力。\"\nOpenAI的创立：用末日叙事募集理想主义\n2015年，Altman向Elon Musk发出了一封电子邮件，由此奠定了OpenAI的创立基础。\n此前，Altman一贯是科技乐观主义者，但他的AI话语迅速转向了末日论调。他在私下和公开场合反复警告：AI技术不应由追求利润的大公司主导。\"如果这件事终究要发生，\"他写信给Musk，\"最好由Google之外的人来做。\"\nOpenAI由此成立，被注册为非营利组织，董事会负有将人类安全置于公司利益之上的法定职责，甚至高于公司生存本身。\n创始人公开声称，AI可能是人类历史上最危险的发明，因此需要一种非同寻常的公司治理结构。这一叙事极具感召力：它成功地将原本分散在谷歌、学术界的顶尖研究人员招募到一家资金匮乏的新组织。\n据Sutskever回忆，当时的招募口号是：\"你将拯救世界。\"\n然而，内部矛盾从一开始便暗流涌动。根据Dario Amodei（此后创立Anthropic）积累的超过200页私人笔记——这批文件从未公开披露——Altman在早期便流露出不同信号。\n在2019年与微软谈判10亿美元投资期间，Amodei将维护公司章程中\"合并与协助\"条款（如果另一家公司率先安全开发出AGI，OpenAI将协助而非竞争）列为首要谈判底线，并得到Altman的口头承诺。\n但交易临近签署时，Amodei发现合同中已悄然加入一项赋予微软阻止OpenAI任何合并行为的条款。他当场质问Altman，后者起初否认该条款存在，Amodei不得不逐字朗读合同文本，并让另一名同事当面确认。\nAmodei后来在笔记中写道：\"他的话几乎肯定是谎言\"。\n\"政变\"与复辟：五天内的权力戏剧\n2023年11月的那个周末，当董事会通过视频电话宣读声明、告知Altman他已不再是OpenAI员工时，他正身处拉斯维加斯观看F1赛车。\n消息震动了整个科技界。微软在解雇发生前数分钟才被告知——这家已向OpenAI投入逾130亿美元的战略伙伴措手不及。\"我非常震惊，\"微软CEO Satya Nadella后来表示。\nLinkedIn联合创始人、OpenAI投资人Reid Hoffman随即展开电话调查，试图弄清Altman究竟犯了什么错。\"我根本不知道他妈发生了什么，\"Hoffman告诉《纽约客》，\"我们在找挪用公款的证据，或者性骚扰，但什么都没找到。\"\nAltman返回旧金山自己的2700万美元豪宅，迅速组建起一个非正式\"流亡政府\"，成员包括Airbnb联合创始人Brian Chesky、投资人Ron Conway及危机公关人士Chris Lehane。他的电话记录显示，他每天通话时间超过12小时。\n与此同时，他协同微软CEO Nadella协调口径，并向代理CEO Mira Murati传递了一个明确信号：他的盟友们\"正在全力出击\"，并正在\"发掘负面信息\"以损害包括她在内的那些曾反对他的人的名誉。（Altman表示不记得有过这样的对话。）\n在强大的外部压力下，多数员工联署了要求Altman复职的公开信，Sutskever最终也在信上签字。\n董事会被迫妥协，Helen Toner和Tasha McCauley失去了席位，而新加入的两位董事（前哈佛大学校长Lawrence Summers和前Facebook首席技术官Bret Taylor）均是在与Altman深度沟通后才被选定的。\n\"你能不能这样做：把Bret、Larry Summers、Adam作为董事会，让我担任CEO，然后由Bret负责调查？\"Altman如此发短信给Nadella。不到五天，他便复职了。\n员工们将这段历史称为\"the Blip\"（短暂消失），借用漫威电影中的情节：人物消失后重现，本人毫发无损，而世界已然天翻地覆。\n那份从未落纸的调查报告\n被解雇的董事们将接受独立调查作为离职条件之一。OpenAI聘请了曾主导安然、世通内部调查的律所WilmerHale负责这项\"审查\"。但据六名接近调查的知情人士称，整个过程似乎被刻意设计为限制透明度。\n调查人员起初未与多位关键当事人接触；部分受访员工因担忧匿名性不足而不敢坦诚发言。\"他们只关注董事会风波期间的狭窄时间窗口，而非他长期以来的诚信历史，\"一名受访员工说。\n2024年3月，OpenAI宣布Altman获得清白，但没有发布任何调查报告。公司官网仅挂出约800字的声明，承认存在\"信任破裂\"。\n据知情人士透露，之所以没有书面报告，是因为根本没有写，调查结论仅以口头简报的形式向Summers和Taylor呈报。\"审查得出的结论并不是Sam诚实，\"一名接近调查的人士说，\"但它确定他可以继续担任CEO。\"\n数位曾在场的前员工和现任员工对这种不公开的做法感到震惊。Altman复职后不久便重新加入了董事会。\n从“人类安全优先”的非营利承诺到营利化再资本化\nOpenAI最初的设定，是用非营利结构约束商业冲动，董事会对“人类安全优先于公司成功甚至生存”负有义务。但内部记录显示，这一承诺一直在被侵蚀。\n2022年12月的一次董事会会议上，Altman向成员们保证，GPT-4的若干功能已通过安全审查委员会批准。Toner要求查阅文件后发现，最具争议的功能——允许用户\"微调\"模型和将其部署为个人助理——均未获批准。\n此外，她还得知微软在印度提前发布了ChatGPT的早期版本，跳过了必要的安全审查，而Altman在与董事会的多次长时间汇报中从未提及此事。\n当安全研究员Jan Leike被任命领导\"超级对齐团队\"时，官方声明承诺该团队将获得公司算力的\"20%\"。但据四名亲历者陈述，实际分配的算力在1%至2%之间，且\"大部分超级对齐算力实际上用的是最老旧、芯片最差的集群\"。\nLeike向Murati投诉，后者告诉他不要再提这件事，因为\"这个承诺从来就不现实\"。\n2024年，Sutskever和Leike相继离职。Leike在社交媒体上写道：\"安全文化和流程已经让位于闪亮的产品。\"OpenAI此后陆续解散了超级对齐团队，在最新的美国国税局申报表中，\"安全\"一词也从公司\"最重要业务活动\"的描述中消失。\n万亿赌局：向专制政权押注AI未来\nAltman在商业上最雄心勃勃的赌注，也是外界最感忧虑的——是将AI基础设施建设向中东专制政权延伸。\n早在2016年，他便结识了沙特王储Mohammed bin Salman，并私下称其为\"朋友\"。2018年，记者Jamal Khashoggi被杀一周后，Altman宣布加入沙特主导的未来城市项目Neom顾问委员会，随后在同事强烈反对下才退出。\n但据一名政策顾问回忆，Altman随即开始询问是否能以某种方式绕开道义压力继续从沙特获得资金，\"问题不是'这是否是坏事'，而是'如果我们这么做，会有什么后果？有出口管制问题吗？会有制裁吗？我能不能不被发现？'\"\n与此并行，他将目光转向阿联酋。阿联酋总统之弟、国家情报总监Sheikh Tahnoon bin Zayed al-Nahyan掌控着约1.5万亿美元的主权财富，他同时运营着国家控股AI集团G42。\nAltman与其建立了深度私人关系，在社交媒体上称之为\"亲爱的挚友\"，并曾于2024年受邀登上其价值2.5亿美元的超级游艇\"Maryah\"号。\n2023年，Altman开始秘密推动一项被称为\"ChipCo\"的计划：由海湾国家出资数百亿美元，在中东建设大规模芯片代工厂和数据中心。\"据我的理解，整件事发生时董事会毫不知情，\"一位知情董事说。\n美国拜登政府对此深感警惕，商务部官员明确告知Altman：\"我们不打算在阿联酋建造先进芯片。\"\n然而，随着特朗普重返白宫，局面彻底改变。就职第一周，Altman便站在白宫罗斯福厅宣布\"星际之门\"（Stargate）计划——一项旨在在美国境内构建庞大AI基础设施网络、总额达5000亿美元的合资企业。\n随后，拜登政府的AI技术出口限制被废除，Altman陪同特朗普出访沙特王室，而沙特随即宣布成立一家国家支持的大型AI公司。与此同时，OpenAI宣布在阿布扎比建设一个面积相当于中央公园七倍、耗电量堪比迈阿密整座城市的数据中心园区。\n\"我们正在建造门户，通过这些门户我们正在真正地召唤异类，\"一名前OpenAI高管说，\"Sam在中东又增加了一个门户。这是有史以来最不负责任的事情之一。\"\n监管与游说：从“欢迎监管”到对安全法案的强硬反击\n在公众形象的塑造上，Altman曾长期扮演科技巨头中的异类——他主动呼吁政府监管AI，2023年在美国参议院司法委员会作证时甚至提议设立新的联邦监管机构。\n路易斯安那州参议员John Kennedy看起来颇受感动，靠在手上说，也许应该让Altman本人来执行规则。\n但与此同时，据《时代》杂志报道，OpenAI在2022至2023年间成功游说削弱了欧盟一项旨在加强对大型AI公司监管的立法。在加州，当一项与Altman此前国会证词条款高度相近的AI安全法案提交立法机构后，OpenAI公开表示反对，并在私下发出威胁。\n\"在这一年里，我们看到了来自OpenAI的手段越来越狡猾和具有欺骗性的行为，\"一名立法助手对《纽约客》说。投资人Conway游说了包括Nancy Pelosi和Gavin Newsom在内的政界领袖，该法案最终在通过议会后被Newsom否决。\n今年，一个名为\"引领未来\"（Leading the Future）的亲AI超级政治行动委员会开始资助反对AI监管候选人。\nOpenAI官方表示不会向此类组织捐款，但该委员会的主要捐款人之一是Greg Brockman，承诺捐出5000万美元。同年，Brockman夫妇还向支持特朗普的\"MAGA Inc.\"捐赠了2500万美元。\n权力的解剖：顺从他人与操控他人的矛盾统一体\n在《纽约客》采访的数十名当事人中，大多数人分享了对Altman某种共同的心理画像。一名董事说：\n\n\"他不受真相约束。他有两种几乎从不同时出现在同一个人身上的特质：第一是强烈渴望取悦他人、在每一次互动中被人喜欢；第二是几乎带有反社会性质的、对欺骗他人所带来后果的漠然。\"\n\n这位董事不是唯一一个自发使用\"反社会\"一词的人。Altman在Y Combinator第一届学员中的同期者、被视为技术圈精神遗产的Aaron Swartz，在去世前数年曾向多位友人表达了对Altman的担忧，措辞强烈。\n多名微软高级管理人员也在采访中表示，尽管Nadella长期力挺，微软与Altman的关系已变得紧张。其中一人说：\n\n\"他误导、歪曲、重新谈判、食言，我认为他有一定的可能——虽然不大但确实存在——最终被人记住为Bernie Madoff或Sam Bankman-Fried级别的骗子。\"\n\n对于这些指控，Altman及其支持者的解释是，他的行为不过是\"正常的竞争性商业实践\"，而他的批评者则是科幻式\"末日论者\"，或是嫉妒他成功的失败者。\n\"他太沉浸于自我信念，\"前董事成员Sue Yoon说，\"所以他做了一些在现实世界中毫无逻辑的事。但他不活在现实世界里。\"\n一万亿美元的问题：他是否应该主宰这一切\nOpenAI据报道正准备IPO，潜在估值接近1万亿美元。Altman驾驭着人类有史以来增长最快的初创企业之一，其融资规模——最近一轮单轮即超过1200亿美元，为历史最大私募融资规模的四倍。\n在可预见的未来，这家公司的决策将影响数以亿计的人的生活：AI何时应当停止，何时应当继续；它应当帮助谁，拒绝服务谁；在战场上，它是否可以在没有人类监督的情况下自主决策。\n问题不仅在于Altman是一个道德上有瑕疵的人——任何一个运营过大公司的人都知道，这本身不足为奇。\n问题在于：OpenAI的存在理由，自始至终建立在一个前提之上——它与其他公司不同，它的领导者必须具备\"非同寻常的诚信\"，因为他们掌握的是一项可以改变文明的技术。\nSutskever最初对这一使命深信不疑，正是因为这个信念，他拒绝了谷歌的千万美元年薪。\n在一次采访中，记者问Altman，运营一家AI公司是否要求\"更高的诚信标准\"。\n这本应是一个容易回答的问题。他迟疑了，然后说，\"我认为很多行业都可能对社会产生巨大影响，无论好坏。\"片刻后，他补充道：\"是的，这需要更高的诚信，我每天都感受到这份责任的重量。\"\n然而，OpenAI最新的IRS申报表中，\"安全\"作为公司核心业务的描述已经消失。曾经的招募口号：\"你将拯救世界\"，已被公司内部的新口号所取代：\"感受AGI。\"\n正如Altman曾以近乎哲学的口吻向媒体说的那样，他允许旗下AI模型保留一定程度的\"虚构\"能力，而非追求百分之百的准确性，因为\"那种魔力，是人们最喜欢的东西\"。这也许，是理解他本人的最好注脚。▪","news_type":1,"symbols_score_info":{"MSFX":0.6,"MSFL":0.6,"MSFY":0.6,"MSFU":0.6,"MSFW":0.6,"MSFD":0.6,"MSFT":1.82,"AIYY":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":551087593541840,"gmtCreate":1775564165799,"gmtModify":1775566974677,"author":{"id":"4212352499387392","authorId":"4212352499387392","name":"Kierayu876","avatar":"https://community-static.tradeup.com/news/40147ad4b4fea60e7c16295a9be0a1f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4212352499387392","idStr":"4212352499387392"},"themes":[],"title":"","htmlText":"Mark&nbsp;","listText":"Mark&nbsp;","text":"Mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551087593541840","repostId":"2625302879","repostType":2,"repost":{"id":"2625302879","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1775563968,"share":"https://ttm.financial/m/news/2625302879?lang=en_US&edition=fundamental","pubTime":"2026-04-07 20:12","market":"sh","language":"zh","title":"IEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering \"Black April\"!","url":"https://stock-news.laohu8.com/highlight/detail?id=2625302879","media":"华尔街见闻","summary":"国际能源署（IEA）执行主任Fatih Birol指出，海湾地区已有逾75处能源设施遭到袭击，其中三分之一受到严重破坏，修复要很长时间。若霍尔木兹海峡整个四月持续关闭，全球损原油与成品油损失将达三月份两倍。","content":"<p><html><body>Fatih Birol, Executive Director of the International Energy Agency (IEA), issued his sternest warning yet: The intensity of the Gulf energy shock is greater than the combined crises of 1973, 1979 and 2022, and the global economy is on the verge of a multidimensional supply collapse.</p><p>In an interview with French newspaper Le Figaro on Tuesday, Birol revealed that more than 75 energy facilities in the Gulf have been attacked, with about a third of them severely damaged.</p><p>He said that if Hormuz<a href=\"https://laohu8.com/S/002320\">Straits</a>With April closed, the world will lose twice as much crude and refined oil as it did in March-\"We are entering a 'black April'\".</p><p>The unprecedented destructive power of this crisis lies in its spread far beyond the pure oil field, while impacting natural gas, grain, fertilizer, petrochemicals, helium and the global trading system. Birol has made it clear that the root of the crisis lies not in energy itself, but in geopolitics, which also makes it deeply pessimistic about the outlook.</p><p><h2><strong>75 energy facilities damaged, long road to repair</strong></h2>The IEA is currently implementing real-time monitoring of oil fields, refineries and energy terminals in the Gulf region.</p><p>75 facilities have been attacked and damaged, more than a third of which are severely damaged, and the repair works will cost up to<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>US dollars, and will cause a long-term disruption to some energy flows, further tightening global supply and exacerbating transportation pressure on the Strait of Hormuz, a key choke point.</p><p>The rate of recovery differs significantly among the damaged countries.</p><p>Birol pointed out that Saudi Arabia is expected to recover relatively quickly with its strong engineering capabilities and abundant financial resources; Iraq, on the other hand, has lost about two-thirds of its oil revenue and is approaching a critical point of economic paralysis, with some 15 million people dependent on oil and gas revenues for their livelihoods. He said:</p><p>\"The Middle East has previously been a reliable global energy hub, and it will take a long time to return to this position.\"</p><p><h2><strong>Production halved, natural gas exports shut down across the board</strong></h2>In terms of production losses, Birol's description is striking. He said that the current oil production of the countries concerned is only slightly more than half of the pre-war level; For natural gas, exports have stopped altogether.</p><p>In the time dimension, the situation is accelerating to deterioration. \"March has been tough, but April will be worse,\" Birol said. \"If the channel remains closed throughout April, we will lose twice as much crude and refined oil as we did in March.\"</p><p>He uses a metaphor for seasons: \"April in the northern hemisphere usually means<a href=\"https://laohu8.com/S/600381\">springtime</a>But for now, it may feel like the beginning of winter. \"</p><p><h2><strong>Developing countries bear the brunt, Asian and African economies face debt crisis</strong></h2>Among the hardest hit groups, Birol prioritized developing countries.</p><p>He said that the combination of high oil and gas prices and high food prices to accelerate inflation will deal a heavy blow to economic growth in these countries. \"I am worried that the external debt of many developing countries will rise sharply,\" he said.</p><p>In terms of countries with higher specific exposure risk, Birol named Asia's oil import-dependent economies, including South Korea and Japan, as well as Indonesia, the Philippines, Vietnam, Pakistan and Bangladesh, while noting that African countries will also be severely affected.</p><p>The common vulnerability of these countries is that they have limited fiscal room to maneuver and are difficult to withstand sustained external energy price shocks.</p><p><h2><strong>Nature of the crisis: geopolitically driven, the path to repair is full of uncertainty</strong></h2>Birol repeatedly emphasized in the interview that there is an essential difference between this crisis and previous energy supply shocks in history-it does not stem from the supply and demand imbalance of the energy market itself, but the result of geopolitical conflicts directly destroying physical infrastructure.</p><p>This attribute determines that its duration and repair path are highly dependent on the political situation, and the market pricing mechanism is difficult to play an effective role.</p><p>The pattern of multi-category simultaneous impact-oil and gas, grain, fertilizer, petrochemical, helium and trade shipping are simultaneously damaged-also makes the global supply chain face the most complicated stress test in history.</p><p>Birol has continued to convey pessimistic expectations in several public interviews for weeks, and this language is the most cautionary of them.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering \"Black April\"!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering \"Black April\"!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-04-07 20:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>Fatih Birol, Executive Director of the International Energy Agency (IEA), issued his sternest warning yet: The intensity of the Gulf energy shock is greater than the combined crises of 1973, 1979 and 2022, and the global economy is on the verge of a multidimensional supply collapse.</p><p>In an interview with French newspaper Le Figaro on Tuesday, Birol revealed that more than 75 energy facilities in the Gulf have been attacked, with about a third of them severely damaged.</p><p>He said that if Hormuz<a href=\"https://laohu8.com/S/002320\">Straits</a>With April closed, the world will lose twice as much crude and refined oil as it did in March-\"We are entering a 'black April'\".</p><p>The unprecedented destructive power of this crisis lies in its spread far beyond the pure oil field, while impacting natural gas, grain, fertilizer, petrochemicals, helium and the global trading system. Birol has made it clear that the root of the crisis lies not in energy itself, but in geopolitics, which also makes it deeply pessimistic about the outlook.</p><p><h2><strong>75 energy facilities damaged, long road to repair</strong></h2>The IEA is currently implementing real-time monitoring of oil fields, refineries and energy terminals in the Gulf region.</p><p>75 facilities have been attacked and damaged, more than a third of which are severely damaged, and the repair works will cost up to<a href=\"https://laohu8.com/S/SBAY\">tens of billions</a>US dollars, and will cause a long-term disruption to some energy flows, further tightening global supply and exacerbating transportation pressure on the Strait of Hormuz, a key choke point.</p><p>The rate of recovery differs significantly among the damaged countries.</p><p>Birol pointed out that Saudi Arabia is expected to recover relatively quickly with its strong engineering capabilities and abundant financial resources; Iraq, on the other hand, has lost about two-thirds of its oil revenue and is approaching a critical point of economic paralysis, with some 15 million people dependent on oil and gas revenues for their livelihoods. He said:</p><p>\"The Middle East has previously been a reliable global energy hub, and it will take a long time to return to this position.\"</p><p><h2><strong>Production halved, natural gas exports shut down across the board</strong></h2>In terms of production losses, Birol's description is striking. He said that the current oil production of the countries concerned is only slightly more than half of the pre-war level; For natural gas, exports have stopped altogether.</p><p>In the time dimension, the situation is accelerating to deterioration. \"March has been tough, but April will be worse,\" Birol said. \"If the channel remains closed throughout April, we will lose twice as much crude and refined oil as we did in March.\"</p><p>He uses a metaphor for seasons: \"April in the northern hemisphere usually means<a href=\"https://laohu8.com/S/600381\">springtime</a>But for now, it may feel like the beginning of winter. \"</p><p><h2><strong>Developing countries bear the brunt, Asian and African economies face debt crisis</strong></h2>Among the hardest hit groups, Birol prioritized developing countries.</p><p>He said that the combination of high oil and gas prices and high food prices to accelerate inflation will deal a heavy blow to economic growth in these countries. \"I am worried that the external debt of many developing countries will rise sharply,\" he said.</p><p>In terms of countries with higher specific exposure risk, Birol named Asia's oil import-dependent economies, including South Korea and Japan, as well as Indonesia, the Philippines, Vietnam, Pakistan and Bangladesh, while noting that African countries will also be severely affected.</p><p>The common vulnerability of these countries is that they have limited fiscal room to maneuver and are difficult to withstand sustained external energy price shocks.</p><p><h2><strong>Nature of the crisis: geopolitically driven, the path to repair is full of uncertainty</strong></h2>Birol repeatedly emphasized in the interview that there is an essential difference between this crisis and previous energy supply shocks in history-it does not stem from the supply and demand imbalance of the energy market itself, but the result of geopolitical conflicts directly destroying physical infrastructure.</p><p>This attribute determines that its duration and repair path are highly dependent on the political situation, and the market pricing mechanism is difficult to play an effective role.</p><p>The pattern of multi-category simultaneous impact-oil and gas, grain, fertilizer, petrochemical, helium and trade shipping are simultaneously damaged-also makes the global supply chain face the most complicated stress test in history.</p><p>Birol has continued to convey pessimistic expectations in several public interviews for weeks, and this language is the most cautionary of them.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159945":"能源","BK4129":"建筑与工程","IEA":"Infrastructure and Energy Alternatives, Inc.","REET":"iShares Trust iShares Global REIT ETF"},"source_url":"https://wallstreetcn.com/articles/3769406","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625302879","content_text":"国际能源署（IEA）执行主任Fatih Birol发出迄今最严厉警告：此次海湾能源冲击的烈度超过1973年、1979年与2022年危机的总和，全球经济正濒临一场多维度的供应崩溃。\nBirol周二接受法国《费加罗报》采访时披露，海湾地区已有逾75处能源设施遭到袭击，其中约三分之一受到严重破坏。\n他表示，若霍尔木兹海峡整个四月持续关闭，全球损失的原油与成品油数量将达三月份的两倍——\"我们正在进入一个'黑色四月'\"。\n此次危机的破坏力之所以前所未有，在于其波及范围已远超单纯的石油领域，同时冲击天然气、粮食、化肥、石化产品、氦气及全球贸易体系。Birol明确表示，这场危机的根源不在于能源本身，而在于地缘政治，这也令其对前景深感悲观。\n75处能源设施受损，修复之路漫长\nIEA目前正对海湾地区的油田、炼油厂与能源终端实施实时监控。\n75处设施已遭袭击并受损，逾三分之一损毁严重，修缮工程耗资将达数百亿美元，且将造成部分能源流的长期中断，进一步收紧全球供应，并加剧霍尔木兹海峡这一关键咽喉要道的运输压力。\n在各受损国中，恢复速度分化显著。\nBirol指出，沙特阿拉伯凭借强大的工程能力与充裕的财政资源，有望相对较快恢复；而伊拉克的处境则远为严峻，约1500万人依赖油气收入为生，该国已损失约三分之二的石油收入，正逼近经济瘫痪的临界点。他说：\n\n\"中东此前一直是全球可靠的能源枢纽，要恢复到这一地位，将需要很长时间。\"\n\n产量腰斩，天然气出口全面停摆\n在产量损失方面，Birol的描述触目惊心。他表示，相关国家目前的石油产量仅略超战前水平的一半；天然气方面，出口已完全停止。\n在时间维度上，形势正加速恶化。\"三月份已经很艰难，但四月将更糟，\"Birol说，\"如果海峡整个四月持续关闭，我们损失的原油和成品油将是三月份的两倍。\"\n他以季节作喻：\"北半球的四月通常意味着春天的到来，但现在，它可能感觉像是冬天的开始。\"\n发展中国家首当其冲，亚非经济体面临债务危机\n在受冲击最严重的群体中，Birol将发展中国家列为重点。\n他表示，高油价、高气价与高粮食价格叠加加速通胀，将对这些国家的经济增长造成沉重打击。\"我担心许多发展中国家的外债将大幅攀升，\"他说。\n就具体暴露风险较高的国家而言，Birol点名亚洲的石油进口依赖型经济体，包括韩国、日本，以及印度尼西亚、菲律宾、越南、巴基斯坦和孟加拉国，同时指出非洲国家也将受到严重波及。\n上述国家共同的脆弱性在于财政腾挪空间有限，难以抵御持续的外部能源价格冲击。\n危机性质：地缘政治驱动，修复路径充满不确定性\nBirol在采访中反复强调，此次危机与历史上历次能源供应冲击存在本质差异——它并非源于能源市场自身的供需失衡，而是地缘政治冲突直接摧毁物理基础设施的结果。\n这一属性决定了其持续时间和修复路径高度依赖政治局势走向，市场定价机制难以有效发挥作用。\n此次多品类同步受冲击的格局——油气、粮食、化肥、石化、氦气与贸易航运同步受损——亦令全球供应链面临有史以来最复杂的压力测试。\nBirol数周来已在多场公开采访中持续传递悲观预期，此次措辞为其中最为警示性的一次。","news_type":1,"symbols_score_info":{"159945":1.5,"IEA":1.5,"REET":1.5}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":550640785602288,"gmtCreate":1775454891174,"gmtModify":1775455977548,"author":{"id":"4113652880316960","authorId":"4113652880316960","name":"ricky的帐户","avatar":"https://community-static.tradeup.com/news/9c7f4c01fbb82926962006574a04f713","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113652880316960","idStr":"4113652880316960"},"themes":[],"title":"","htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/550640785602288","repostId":"2625819624","repostType":2,"repost":{"id":"2625819624","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1775450467,"share":"https://ttm.financial/m/news/2625819624?lang=en_US&edition=fundamental","pubTime":"2026-04-06 12:41","market":"other","language":"zh","title":"The most exciting \"research\"? \"Online celebrity AI Research Institute\": Public data missed 50% of Hormuz's real traffic","url":"https://stock-news.laohu8.com/highlight/detail?id=2625819624","media":"华尔街见闻","summary":"霍尔木兹海峡到底开没开？Citrini分析师冒死亲赴一线“数船”揭开真相：公开AIS系统竟漏报了近50%的真实流量！海峡并非简单的“非开即关”，而是处于随时变化的“动态执法”中。全球能源与航运供应链将面临更频繁、难测的剧烈波动，摒弃单一数据源，掌握多源验证的信息优势已成交易制胜关键。","content":"<p><html><head></head><body>The most \"exploded\" material in today's financial circle comes from an article about Hormuz<a href=\"https://laohu8.com/S/002320\">Straits</a>Front-line field reports of.</p><p>Citrini Research, a Research institution that used an AI \"thought experiment\" report \"Global Intelligence Crisis in 2028\" to set off a storm in the market and even \"collapsed\" the stock prices of a number of related companies, this time threw out a heavy geo-material. It has caused quite a shock among traders, shipping insurance and energy research circles for a simple reason: When the market debated whether the Strait was \"open or not, and whether it would suddenly close\", the report directly brought the discussion back to the scene.</p><p>The report featured the enigmatic \"Analyst#3\" of Citrini Research. Unlike the usual second-hand compilation, he chose to \"count ships\" near the strait in person, look at the channel, chat with locals and crew members, and record details of inspections, detentions and risks encountered along the way. Many readers' first reaction after reading it is: This is more like a battlefield reconnaissance log, not like a macro comment made in the office-it is also the impact that Citrini always \"brings the market back to reality with details\".</p><p>\"Analyst 3\" observed at the scene that the number of ships actually passing through the Strait of Hormuz was significantly higher than the level presented by the public AIS data, and that the market systematically underestimated the real flow. The key figure given in the report is glaring – \"AIS systems underreport approximately 50% of actual passing vessels per day in the current environment\".</p><p>More importantly, he describes the Straits status quo as a state of \"dynamic enforcement\": the Straits are not well-suited to be generalized with the \"open/closed\" binary label, because the field rules change, and so do the enforcers. The report wrote that the Iranian Revolutionary Guard Corps (IRGC) dominated the new rule of \"who can pass\" on the spot, and patrol boats and Shahed drones were frequently active, which brought fluctuation risks to the global oil and gas supply chain may be amplified at any time.</p><p><div><h2>How to fill in the information blank: \"counting ships\" on the spot has become the most direct way</h2></div>The Strait of Hormuz is like a \"master valve\" for global energy.<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>The Information Agency (EIA) has long estimated that the Strait of Hormuz carries a considerable proportion of the world's maritime crude oil and refined oil flow (often quoted as about 20%), and any news of \"misjudgment\" will quickly be reflected in oil prices, freight rates and insurance rates.</p><p>The problem is that the tools commonly used in the market — public AIS, partial satellite imagery, scattered anonymous intelligence — each have their own blind spots. Citrini gave a very straightforward judgment in the report: \"When there is a huge information gap in the market about whether the strait is 'open or closed', the only way to go to the site and count ships is the most direct and effective way.\" This explains why the report is concerned: it provides scarce first-hand observations at the expense of extremely high personal risk.</p><p><div><h2>'High-stakes forensics' from Dubai to Musandem</h2></div>Citrini's expedition route was written in detail: Dubai → Fujairah oil port → Musandem province (Khasab) in Oman → attempt to enter the core waters of the strait by speedboat. The value of this path is that it links the whole chain of \"port-supply-border enforcement-sea passage\" to observe, rather than just staring at the stretch of water in the middle of the strait.</p><p>Nor was he carrying gear like a normal business trip: a Leica Zoom camera, recording glasses, an EPIRB distress beacon, about $15,000 in cash, and he mentioned bringing a spare cell phone (including a<a href=\"https://laohu8.com/S/XIACY\">Millet</a>cell phones) as well as supplies such as Zyn. The report has an obvious on-the-spot tone, for example, he described the trip as \"like writing a research report into a waterproof bag\", ready to deal with seizures and emergencies.</p><p><div><h2>Key Discovery 1: AIS is \"half less\", and dark AIS and \"hidden corridor\" are filling in</h2></div>One of Citrini's biggest conclusions is a direct blow to AIS reliability. He wrote: \"The AIS system misreports about 50 percent of actual passing ships every day in the current environment, and the public data that the market relies on is no longer reliable.\" If AIS is analogized to navigational positioning on highways, it does show most vehicles, but when some vehicles are \"off-location\" or take small roads that are not marked by public maps, the screen looks empty.</p><p>At the scene, he observed more ships passing, especially the permitted channels that some ships chose to approach the Iranian coast, which he called \"hidden corridors\". Some of these vessels employ dark AIS (off signal) or do not rely entirely on public tracking systems. For trading and risk control, this means a practical problem: using public AIS to estimate \"whether the traffic has dropped sharply\" is likely to underestimate the real traffic, thus amplifying the panic or mismatch risk premium.</p><p>To prove this, BIMCO, a shipping industry organization, and some insurance and maritime notification channels (such as UKMTO's navigation safety notification system) have long reminded that in high-risk waters, whether AIS is turned on or not often obeys safety and avoidance strategies, and there are naturally deviations in public data. Citrini's contribution is that he quantifies this \"bias\" into a more impactful approximate proportion.</p><p><div><h2>Key finding two: IRGC-led 'dynamic enforcement', making the strait more like 'temporary traffic control'</h2></div>At the security and political level, the report emphasizes that the control logic of the Straits is changing. He wrote that the IRGC was on-site to develop and enforce new rules of passage, patrol boats were active with Shahed drones, and the strait was in a state of \"dynamic law enforcement\". To use a better understood metaphor, this is a bit like a key arterial road: the road is not blocked, but the traffic police set up temporary lanes, random inspections and release lists at any time, and the traffic experience and risk will fluctuate at the hourly level.</p><p>On sensitive issues, the report also leaves room for market understanding: some regional security professionals will think that tightening controls has its border security and deterrence needs; Shipping companies and traders are more concerned about the unpredictability caused by the temporary nature of rules, because what the supply chain fears most is not \"expensive\", but \"unsure when to get stuck\".</p><p><div><h2>Inspection, detention and \"signing a promise\": Why is this material expensive</h2></div>The most vivid part of the report happened at the border checkpoint in Oman. Citrini described being asked to sign a commitment to \"no photography, no journalism, no intelligence gathering\". He then took a GPS-free speedboat driven by a stranger. The report said that the speedboat was \"only 18 miles off the Iranian coast\" and even showed details of \"swimming and smoking cigars in the strait\" to illustrate how close he was to the real shipping channel and law enforcement.</p><p>The more dramatic part: He was intercepted, detained by the Oman Coast Guard, his phone confiscated, and notes and photos may have fallen into official hands. For readers, the significance of this kind of plot is not to hunt for curiosity, but to explain the fact that when data sources become more and more difficult and public information becomes more and more fragmented, the cost of first-hand observation is rising sharply, which will directly affect the information quality and pricing efficiency of the market.</p><p><div><h2>How should the market judge \"strait risk\" in the future?</h2></div>A common question is, what else can the market trust when public AIS is unreliable?</p><p>The more realistic answer: change \"single data source\" to \"multi-source puzzle\". Trading and risk control teams can cross-validate public AIS, commercial satellites (especially SAR, which is more night-and cloud-friendly), port handling and queuing data, insurance quotation changes, and official maritime notifications. Think of it as looking at the same intersection with multiple cameras. When one is blocked, the whole traffic flow can still be restored.</p><p>Another question is, how will this affect oil prices and shipping?</p><p>EIA and the International Energy Agency (IEA) and other institutions have repeatedly emphasized the importance of Hormuz. The risk premium often comes from the product of \"disruption probability × disruption impact\". Citrini's report boosts the market's understanding of the \"impact\" part: the strait is not showing a simple shutdown, the mode of passage is changing, the rules are more temporary, and the risks are more like \"<a href=\"https://laohu8.com/S/600668\">spike</a>Pulse \". Such risks are usually more sensitive to the transmission of option volatility, freight and insurance surcharges than to spot transactions.</p><p><div><h2>Volatility comes from 'unpredictable temporary rules'</h2></div>Citrini is cautious about the future: IRGC-led field rules will make the Straits more prone to sudden friction, and fluctuations in global oil supply chains may take on the characteristics of \"short, violent and difficult to verify\" more frequently. For markets, such environments will reward participants who respond quickly and have more three-dimensional information sources.</p><p>His advice is also clear: Don't take the Straits as a switch, don't take the AIS as the truth. The reason why the phrase \"go to the site and count ships\" in the report is shocking is that it reminds the market that when the information gap is large enough, risk control and research need to be closer to the ground reality, even if the cost is high and the risk is high.</p><p>In short, the core point of the report is,<strong>The real traffic of the Strait of Hormuz may be significantly higher than that shown by public AIS. The strait order is characterized by dynamic law enforcement. Any information of \"misjudging opening and closing\" may amplify the fluctuations of global energy and shipping chains.</strong></p><p>On the one hand, the market may need to recalibrate the \"flow-risk premium\" mapping; On the other hand, data methodologies can be forced to escalate from relying on a single publicly available metric to more expensive but more robust multi-source validation. For the trading, shipping and industrial side, such changes will push the \"information advantage\" to a more central position.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The most exciting \"research\"? \"Online celebrity AI Research Institute\": Public data missed 50% of Hormuz's real traffic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe most exciting \"research\"? \"Online celebrity AI Research Institute\": Public data missed 50% of Hormuz's real traffic\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-04-06 12:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The most \"exploded\" material in today's financial circle comes from an article about Hormuz<a href=\"https://laohu8.com/S/002320\">Straits</a>Front-line field reports of.</p><p>Citrini Research, a Research institution that used an AI \"thought experiment\" report \"Global Intelligence Crisis in 2028\" to set off a storm in the market and even \"collapsed\" the stock prices of a number of related companies, this time threw out a heavy geo-material. It has caused quite a shock among traders, shipping insurance and energy research circles for a simple reason: When the market debated whether the Strait was \"open or not, and whether it would suddenly close\", the report directly brought the discussion back to the scene.</p><p>The report featured the enigmatic \"Analyst#3\" of Citrini Research. Unlike the usual second-hand compilation, he chose to \"count ships\" near the strait in person, look at the channel, chat with locals and crew members, and record details of inspections, detentions and risks encountered along the way. Many readers' first reaction after reading it is: This is more like a battlefield reconnaissance log, not like a macro comment made in the office-it is also the impact that Citrini always \"brings the market back to reality with details\".</p><p>\"Analyst 3\" observed at the scene that the number of ships actually passing through the Strait of Hormuz was significantly higher than the level presented by the public AIS data, and that the market systematically underestimated the real flow. The key figure given in the report is glaring – \"AIS systems underreport approximately 50% of actual passing vessels per day in the current environment\".</p><p>More importantly, he describes the Straits status quo as a state of \"dynamic enforcement\": the Straits are not well-suited to be generalized with the \"open/closed\" binary label, because the field rules change, and so do the enforcers. The report wrote that the Iranian Revolutionary Guard Corps (IRGC) dominated the new rule of \"who can pass\" on the spot, and patrol boats and Shahed drones were frequently active, which brought fluctuation risks to the global oil and gas supply chain may be amplified at any time.</p><p><div><h2>How to fill in the information blank: \"counting ships\" on the spot has become the most direct way</h2></div>The Strait of Hormuz is like a \"master valve\" for global energy.<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>The Information Agency (EIA) has long estimated that the Strait of Hormuz carries a considerable proportion of the world's maritime crude oil and refined oil flow (often quoted as about 20%), and any news of \"misjudgment\" will quickly be reflected in oil prices, freight rates and insurance rates.</p><p>The problem is that the tools commonly used in the market — public AIS, partial satellite imagery, scattered anonymous intelligence — each have their own blind spots. Citrini gave a very straightforward judgment in the report: \"When there is a huge information gap in the market about whether the strait is 'open or closed', the only way to go to the site and count ships is the most direct and effective way.\" This explains why the report is concerned: it provides scarce first-hand observations at the expense of extremely high personal risk.</p><p><div><h2>'High-stakes forensics' from Dubai to Musandem</h2></div>Citrini's expedition route was written in detail: Dubai → Fujairah oil port → Musandem province (Khasab) in Oman → attempt to enter the core waters of the strait by speedboat. The value of this path is that it links the whole chain of \"port-supply-border enforcement-sea passage\" to observe, rather than just staring at the stretch of water in the middle of the strait.</p><p>Nor was he carrying gear like a normal business trip: a Leica Zoom camera, recording glasses, an EPIRB distress beacon, about $15,000 in cash, and he mentioned bringing a spare cell phone (including a<a href=\"https://laohu8.com/S/XIACY\">Millet</a>cell phones) as well as supplies such as Zyn. The report has an obvious on-the-spot tone, for example, he described the trip as \"like writing a research report into a waterproof bag\", ready to deal with seizures and emergencies.</p><p><div><h2>Key Discovery 1: AIS is \"half less\", and dark AIS and \"hidden corridor\" are filling in</h2></div>One of Citrini's biggest conclusions is a direct blow to AIS reliability. He wrote: \"The AIS system misreports about 50 percent of actual passing ships every day in the current environment, and the public data that the market relies on is no longer reliable.\" If AIS is analogized to navigational positioning on highways, it does show most vehicles, but when some vehicles are \"off-location\" or take small roads that are not marked by public maps, the screen looks empty.</p><p>At the scene, he observed more ships passing, especially the permitted channels that some ships chose to approach the Iranian coast, which he called \"hidden corridors\". Some of these vessels employ dark AIS (off signal) or do not rely entirely on public tracking systems. For trading and risk control, this means a practical problem: using public AIS to estimate \"whether the traffic has dropped sharply\" is likely to underestimate the real traffic, thus amplifying the panic or mismatch risk premium.</p><p>To prove this, BIMCO, a shipping industry organization, and some insurance and maritime notification channels (such as UKMTO's navigation safety notification system) have long reminded that in high-risk waters, whether AIS is turned on or not often obeys safety and avoidance strategies, and there are naturally deviations in public data. Citrini's contribution is that he quantifies this \"bias\" into a more impactful approximate proportion.</p><p><div><h2>Key finding two: IRGC-led 'dynamic enforcement', making the strait more like 'temporary traffic control'</h2></div>At the security and political level, the report emphasizes that the control logic of the Straits is changing. He wrote that the IRGC was on-site to develop and enforce new rules of passage, patrol boats were active with Shahed drones, and the strait was in a state of \"dynamic law enforcement\". To use a better understood metaphor, this is a bit like a key arterial road: the road is not blocked, but the traffic police set up temporary lanes, random inspections and release lists at any time, and the traffic experience and risk will fluctuate at the hourly level.</p><p>On sensitive issues, the report also leaves room for market understanding: some regional security professionals will think that tightening controls has its border security and deterrence needs; Shipping companies and traders are more concerned about the unpredictability caused by the temporary nature of rules, because what the supply chain fears most is not \"expensive\", but \"unsure when to get stuck\".</p><p><div><h2>Inspection, detention and \"signing a promise\": Why is this material expensive</h2></div>The most vivid part of the report happened at the border checkpoint in Oman. Citrini described being asked to sign a commitment to \"no photography, no journalism, no intelligence gathering\". He then took a GPS-free speedboat driven by a stranger. The report said that the speedboat was \"only 18 miles off the Iranian coast\" and even showed details of \"swimming and smoking cigars in the strait\" to illustrate how close he was to the real shipping channel and law enforcement.</p><p>The more dramatic part: He was intercepted, detained by the Oman Coast Guard, his phone confiscated, and notes and photos may have fallen into official hands. For readers, the significance of this kind of plot is not to hunt for curiosity, but to explain the fact that when data sources become more and more difficult and public information becomes more and more fragmented, the cost of first-hand observation is rising sharply, which will directly affect the information quality and pricing efficiency of the market.</p><p><div><h2>How should the market judge \"strait risk\" in the future?</h2></div>A common question is, what else can the market trust when public AIS is unreliable?</p><p>The more realistic answer: change \"single data source\" to \"multi-source puzzle\". Trading and risk control teams can cross-validate public AIS, commercial satellites (especially SAR, which is more night-and cloud-friendly), port handling and queuing data, insurance quotation changes, and official maritime notifications. Think of it as looking at the same intersection with multiple cameras. When one is blocked, the whole traffic flow can still be restored.</p><p>Another question is, how will this affect oil prices and shipping?</p><p>EIA and the International Energy Agency (IEA) and other institutions have repeatedly emphasized the importance of Hormuz. The risk premium often comes from the product of \"disruption probability × disruption impact\". Citrini's report boosts the market's understanding of the \"impact\" part: the strait is not showing a simple shutdown, the mode of passage is changing, the rules are more temporary, and the risks are more like \"<a href=\"https://laohu8.com/S/600668\">spike</a>Pulse \". Such risks are usually more sensitive to the transmission of option volatility, freight and insurance surcharges than to spot transactions.</p><p><div><h2>Volatility comes from 'unpredictable temporary rules'</h2></div>Citrini is cautious about the future: IRGC-led field rules will make the Straits more prone to sudden friction, and fluctuations in global oil supply chains may take on the characteristics of \"short, violent and difficult to verify\" more frequently. For markets, such environments will reward participants who respond quickly and have more three-dimensional information sources.</p><p>His advice is also clear: Don't take the Straits as a switch, don't take the AIS as the truth. The reason why the phrase \"go to the site and count ships\" in the report is shocking is that it reminds the market that when the information gap is large enough, risk control and research need to be closer to the ground reality, even if the cost is high and the risk is high.</p><p>In short, the core point of the report is,<strong>The real traffic of the Strait of Hormuz may be significantly higher than that shown by public AIS. The strait order is characterized by dynamic law enforcement. Any information of \"misjudging opening and closing\" may amplify the fluctuations of global energy and shipping chains.</strong></p><p>On the one hand, the market may need to recalibrate the \"flow-risk premium\" mapping; On the other hand, data methodologies can be forced to escalate from relying on a single publicly available metric to more expensive but more robust multi-source validation. For the trading, shipping and industrial side, such changes will push the \"information advantage\" to a more central position.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/720622f3a00b611476f1d69c1f2cbf0d","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX","ARTY":"ISHARES FUTURE AI & TECH ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AIPO":"Defiance AI and Power Infrastructure ETF"},"source_url":"https://wallstreetcn.com/articles/3769308","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625819624","content_text":"今日金融圈最“炸”的一份材料，来自一篇关于霍尔木兹海峡的一线实地报告。\n之前曾用一篇 AI “思想实验”报告《2028 年全球智能危机》在市场上掀起风暴、甚至把一批相关公司股价“打崩”的研究机构 Citrini Research，这次又抛出了一份重磅地缘材料。它在交易员、航运保险和能源研究圈里引发了不小的震动，原因很简单：当市场争论海峡“到底开没开、会不会突然关”时，这份报告直接把讨论拉回了现场。\n报告主角是 Citrini Research 的神秘的“3号分析师”。与常见的二手汇编不同，他选择亲自去海峡附近“数船”、看航道、和当地人及船员聊天，并记录下沿途遇到的检查、扣留与风险细节。很多读者看完的第一反应是：这更像战地侦察日志，不像办公室里做出来的宏观评论——也正是 Citrini 一贯“用细节把市场拉回现实”的那种冲击感。\n“3号分析师”在现场观察到，实际通过霍尔木兹海峡的船只数量明显高于公开 AIS 数据所呈现的水平，市场对真实流量存在系统性低估。报告给出的关键数字很刺眼——“AIS 系统在当前环境下每天大约漏报 50% 的实际过往船舶”。\n更重要的是，他把海峡现状描述为一种“动态执法”的状态：海峡不太适合用“开放/封闭”二元标签概括，因为现场规则在变，执行者也在变。报告写道，伊朗革命卫队（IRGC）在现场主导“谁能通过”的新规矩，巡逻艇与 Shahed 无人机活动频繁，给全球油气供应链带来的波动风险随时可能放大。\n\n信息空白怎么填：现场“数船”成了最直接的办法\n\n霍尔木兹海峡对全球能源像一段“总阀门”。美国能源信息署（EIA）长期估算，霍尔木兹海峡承载全球相当比例的海运原油与成品油流量（常被引用在约两成上下的量级），任何“误判开合”的消息都会迅速体现在油价、运价与保险费率上。\n问题在于，市场常用的工具——公开 AIS、部分卫星图、零散的匿名情报——各有盲区。Citrini 在报告里给了句很直白的判断：“当市场对海峡‘到底是开放还是封闭’存在巨大信息空白时，只有去现场数船才是最直接有效的途径。”这也解释了这份报告为什么会引发关注：它提供了稀缺的第一手观测，而代价是极高的个人风险。\n\n从迪拜到穆桑代姆的“高风险取证”\n\nCitrini 的考察路线被写得很细：迪拜 → 富查伊拉油港 → 阿曼穆桑代姆省（Khasab）→ 试图乘快艇进入海峡核心水域。这条路径的价值在于，它把“港口—补给—边境执法—海上通行”这一整套链条串起来观察，而不仅盯着海峡中线那一段水域。\n他携带的装备也不像普通出差：徕卡变焦相机、录音眼镜、EPIRB 求救信标、约 1.5 万美元现金，还提到带了备用手机（包括一部小米手机）以及 Zyn 等补给。报告里带有明显的现场口吻，比如他形容这趟行程“像把研究报告写进了防水袋里”，随时准备应对扣押与突发状况。\n\n关键发现一：AIS“少了一半”，暗 AIS 与“隐藏走廊”在补位\n\nCitrini 最重磅的结论之一，是对 AIS 可靠性的直接打击。他写道：“AIS 系统在当前环境下每天大约漏报 50% 的实际过往船舶，市场依赖的公开数据已不可靠。”如果把 AIS 类比成高速公路的导航定位，它确实能显示大多数车辆，但当一部分车“关定位”或走了不被公开地图标注的小路，屏幕上看起来就会空一大片。\n他在现场观察到更多船舶通行，尤其是一些船选择靠近伊朗海岸的许可通道，被他称作“隐藏走廊”。其中一部分船舶采用暗 AIS（关闭信号）或不完全依赖公开跟踪系统。对于交易与风控来说，这意味着一个现实问题：用公开 AIS 估算“流量是否锐减”，很可能把真实通行量低估，从而放大恐慌或错配风险溢价。\n为佐证这一点，航运行业机构 BIMCO、以及部分保险与海事通报渠道（例如 UKMTO 的航行安全通报体系）长期都提醒过：在高风险海域，AIS 的开启与否常常服从安全与规避策略，公开数据天然存在偏差。Citrini 的贡献在于，他把这种“偏差”量化成了一个更具冲击力的近似比例。\n\n关键发现二：IRGC 主导的“动态执法”，让海峡更像“临时交通管制”\n\n在安全与政治层面，报告强调海峡的控制逻辑正在变化。他写道，IRGC 在现场制定并执行新的通行规则，巡逻艇与 Shahed 无人机频繁活动，海峡处于“动态执法”状态。用更好理解的比喻来说，这有点像一条关键干道：路没有封死，但交警随时设置临时车道、抽检、放行名单，通行体验与风险会在小时级别波动。\n在敏感议题上，报告也给市场留出了理解空间：一部分地区安全人士会认为加强管制有其边境安全与威慑需求；航运公司与贸易商更关心的是规则临时性带来的不可预测性，因为供应链最怕的不是“贵”，而是“说不准什么时候卡住”。\n\n检查、扣留与“签承诺”：为什么说这份材料代价高\n\n报告里最具现场感的一段，发生在阿曼边境检查站。Citrini 描述自己被要求签署“不摄影、不从事新闻、不收集情报”的承诺。随后，他又搭乘陌生人驾驶的无 GPS 快艇，报告写道快艇“距离伊朗海岸仅 18 英里”，甚至出现“在海峡里游泳、抽雪茄”的细节，用来说明他离真实航道与执法力量有多近。\n更戏剧性的部分是：他被阿曼海岸警卫队拦截、扣留，手机被没收，笔记和照片可能已落入官方之手。对读者来说，这类情节的意义不在猎奇，而在解释一个事实：当数据源越来越难、公开信息越来越碎，第一手观察的成本正在急剧上升，这会直接影响市场的信息质量与定价效率。\n\n市场今后该怎么判断“海峡风险”？\n\n一个常见问题是，既然公开 AIS 不可靠，市场还能信什么？\n较现实的答案是：把“单一数据源”改成“多源拼图”。交易与风控团队可以把公开 AIS、商业卫星（尤其是 SAR 对夜间与云层更友好）、港口装卸与排队数据、保险报价变化、以及官方海事通报交叉验证。把它想成用多台摄像头看同一个路口，某一台被遮挡时，整体仍能还原车流大势。\n另一个问题是，这会怎样影响油价与航运？\nEIA 与国际能源署（IEA）等机构反复强调过霍尔木兹的重要性，风险溢价往往来自“中断概率×中断影响”的乘积。Citrini 的报告提升了市场对“影响”部分的理解：海峡并未呈现简单停摆，通行方式在变化，规则更临时，风险更像“尖峰脉冲”。这类风险对期权波动率、运费与保险附加费的传导，通常比对现货成交更敏感。\n\n波动来自“不可预测的临时规则”\n\nCitrini 对未来的判断偏谨慎：IRGC 主导的现场规则将使海峡更容易出现突发摩擦，全球石油供应链的波动可能更频繁地呈现“短促、剧烈、难验证”的特征。对市场而言，这类环境会奖励反应快与信息源更立体的参与者。\n他的建议也很明确：别把海峡当成开关，别把 AIS 当成真相。报告里那句“去现场数船”之所以震撼，是因为它提醒市场：当信息缺口足够大时，风控与研究需要更接近地面现实，哪怕代价高、风险大。\n总之报告的核心观点就是，霍尔木兹海峡的真实通行量可能显著高于公开 AIS 所示，海峡秩序呈现动态执法特征，任何“误判开合”的信息都可能放大全球能源与航运链条的波动。\n一方面，市场可能需要重新校准“流量—风险溢价”的映射；另一方面，数据方法论会被迫升级，从依赖单一公开指标，转向更昂贵但更稳健的多源验证。对交易、航运与产业端来说，这类变化会把“信息优势”推到更核心的位置。","news_type":1,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"ARTY":1.5,"CHAT":1.5}},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":550282748190936,"gmtCreate":1775372040774,"gmtModify":1775373506229,"author":{"id":"4212352499387392","authorId":"4212352499387392","name":"Kierayu876","avatar":"https://community-static.tradeup.com/news/40147ad4b4fea60e7c16295a9be0a1f8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4212352499387392","idStr":"4212352499387392"},"themes":[],"title":"","htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/550282748190936","repostId":"2625964592","repostType":2,"repost":{"id":"2625964592","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1775373347,"share":"https://ttm.financial/m/news/2625964592?lang=en_US&edition=fundamental","pubTime":"2026-04-05 15:15","market":"sh","language":"zh","title":"AI computing power is fatally injured! Broadcom Director Names \"Three Bottlenecks\", Capacity Gap Fears to Last Until 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2625964592","media":"华尔街见闻","summary":"博通高管点名AI供应链三大核心瓶颈：激光器、先进制程晶圆及PCB。受制于技术门槛与产能挤压，小型PCB交货周期已暴增至六个月，激光器良率不足30%。即便台积电现大规模扩产，因设备交期达12至18个月、2026年产能实际已被大厂锁定，新订单需排队至2027年，算力缺口将趋于常态化。","content":"<p><html><head></head><body>Broadcom executives named three core bottlenecks in the AI supply chain: lasers, advanced process wafers and PCBs. Due to the technical threshold and production capacity squeeze, the delivery cycle of small PCB has soared to six months, and the laser yield is less than 30%. Even if TSMC is expanding its production on a large scale, because the equipment delivery time is 12 to 18 months, and the production capacity has actually been locked by large manufacturers in 2026, new orders need to be queued until 2027, and the computing power gap will tend to be normalized.</p><p>The supply-side constraints of artificial intelligence computing infrastructure are spreading from chip manufacturing to optical components and advanced packaging materials.<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>For the first time, executives named the three bottlenecks of AI supply chain, revealing that the real card point of this computing power arms race is far deeper than the market generally recognizes, and it is difficult to dissolve in the short term.</p><p><a href=\"https://laohu8.com/S/600455\">Broadcom</a>Natarajan Ramachandran, marketing director of entity layer products, pointed out at a media conference held in Taipei on March 24th that AI-related supply chains are currently facing three core bottlenecks:<strong>Laser capacity, wafer (esp.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Advanced Process), and PCB (Paddle Card, Printed Circuit Board).</strong>Among them, lead times for small PCBs used inside high-speed optical transceivers have spiked from about six weeks to about six months, and are not expected to ease until 2027.</p><p>The direct significance of the above statement to the market is that the investment boom of AI infrastructure cannot automatically resolve the structural constraints on the supply side. From the yield of less than 30% under the rigorous laser test, to the sluggish unit output in the initial stage of TSMC's advanced packaging, and then to the switching certification cycle of PCB suppliers for more than six months-the superposition of multiple bottlenecks means that the computing power capacity gap is likely to continue in a structural way, and the price increase in the supply chain may tend to normalize.</p><p>Broadcom CEO Hock Tan also confirmed at the March earnings conference that Broadcom has locked in the supply of key components from 2026 to 2028 ahead of schedule, covering advanced process wafers, high bandwidth memory (HBM) and substrates. This advanced layout itself is a direct reflection of the current supply tightness.</p><p><h2 id=\"id_982905332\">PCB lead time skyrockets tenfold</h2>In the 800G/1.6T high-order optical transceiver module, the PCB connects the external cable to the internal<a href=\"https://laohu8.com/S/600184\">photoelectric</a>Critical interfaces for components. This kind of small PCB usually adopts mSAP (improved semi-additive method) process due to its small space and extremely high-frequency signals. The technical threshold is much higher than that of ordinary PCB, and it is mainly supplied by manufacturers with high-order HDI or IC substrate technology.</p><p>The root of the bottleneck of PCB lies in the overlap of processes.<strong>There is a partial intersection between its mSAP process and the IC substrate process required by AI server. When the world snaps up HBM capacity, the capacity of small PCB is squeezed.</strong>At the same time, the 1.6T module has extremely strict requirements for signal quality, and the PCB must adopt ultra-low loss materials and precise impedance control, which cannot be undertaken by ordinary PCB manufacturers.</p><p>More critically, once a supplier is changed, the certification cycle is as long as more than six months. This is exactly what<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>Why ultra-large-scale cloud vendors prefer to sign three-to four-year long-term contracts and lock in the production capacity of existing suppliers.</p><p><h2 id=\"id_2649859146\">Laser: the yield rate is less than 30%, and indium phosphide production capacity becomes the core card point</h2>Laser components have become another major bottleneck in the CPO (co-packaged optics) era. In order to support the bandwidth of 1.6T or higher, the laser must keep the wavelength stable in the high temperature environment of the data center, and there are strict requirements for \"ultra-high power\" and \"extremely low noise\" continuous wave (CW) lasers.<strong>Even if the supplier can produce the laser die, after rigorous reliability testing, the yield that meets the high standards of CPO may be less than 30%.</strong></p><p>The constraints on the production capacity side are equally severe. High-power lasers rely on indium phosphide (InP) technology, and there are only a handful of manufacturers in the world with the capacity of mass production of 6-inch InP. If the orders of upstream InP epitaxial wafer manufacturers or manufacturers with their own production capacity such as Coherent and Lumentum are full, no matter how many packaging factories there are downstream, there will be no laser wafers available.</p><p>Deeper structural pressures come from the amplifying effect of the CPO architecture itself on laser demand. In a conventional optical module, one module is configured with one laser; In the CPO scheme, in order to reduce the thermal impact, the industry turned to the ELSFP (External Laser Light Source Module) architecture, which led to a linear relationship between the demand for laser chips and the number of switches, but an exponential increase, which directly impacted the already tight InP epitaxial capacity.</p><p><h2 id=\"id_1927327658\">Wafers and Advanced Packaging: The Real \"Super Big Traffic Jam\" in the Back Road</h2>In terms of wafer supply, Natarajan Ramachandran directly said that \"TSMC's production capacity has reached its limit\", and it is expected that TSMC's advanced process production line will form a bottleneck in 2026, although TSMC plans to continue to expand production until 2027.</p><p><strong>However, the real \"super big traffic jam\" occurs in the advanced packaging link in the back road.</strong>In the CPO era, TSMC must introduce COUPE (Compact General Purpose Photonic Engine) technology to stack optical chips and silicon chips in three dimensions through Hybrid Bonding. This new packaging technology is extremely difficult and the test cycle is extremely long, which makes it difficult to rapidly increase the initial unit output (UPH) of the equipment.</p><p>The competitive landscape further intensifies the pressure on production capacity. In 2026, Broadcom's capacity competitors will no longer be just traditional network communication vendors, but<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And those who are investing heavily in self-developing ASIC chips<a href=\"https://laohu8.com/S/GOOGL\">Google</a>, Meta, OpenAI. When the top AI computing power chip and the highest 1.6T network switch pour into the same production line of TSMC at the same time, the production capacity has essentially entered the \"rationing system\".</p><p>Even if TSMC now decides to expand production on a large scale, plant construction, clean room completion, introduction<a href=\"https://laohu8.com/S/ASML\">ASML</a>The lead time of extreme ultraviolet (EUV) lithography equipment and various high-end test equipment is often 12 to 18 months.<strong>This means that the production capacity in 2026 has actually been locked in by major factories between 2024 and 2025-customers who only add orders now can only wait until 2027 to release new production capacity.</strong></p><p><h2 id=\"id_3949521928\">Full-chain spillover: second-tier suppliers lag behind in production expansion and bottleneck spreads</h2>Capacity pressure is spilling over throughout the supply chain. Advanced packaging is not just a matter for packaging factories. The links that are really easy to form stuck points include:<strong>CoWoS must be equipped with ABF substrate, Underfill necessary for advanced packaging, heat dissipation demand caused by AI power consumption explosion, KGD test and Burn-in test, CPO and optical module, and cutting and drilling of TSV and intermediate layer.</strong></p><p>Wei Zhejia, chairman of TSMC, once said that \"the production capacity of CoWoS is still insufficient\"-what he lacks is not funds, but the production capacity of supporting suppliers: carrier board factory, probe card manufacturer, bottom filler supplier, etc. TSMC can invest heavily in building factories, but it can't force these small and medium-sized suppliers to double their production capacity in the short term. It often takes two to three years to expand the production of ABF substrates, and the aging test time is extremely long. The alignment tolerance of optical fiber arrays is sub-micron level, and it is difficult to fully automate-every link is slowing down the overall rhythm.</p><p>As Nvidia continues to promote the hardware iteration of GPU architecture, supply chain bottlenecks and price increases may become structural norms rather than periodic disturbances. For investors, where the capacity card lies, it is where the pricing power is concentrated.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI computing power is fatally injured! Broadcom Director Names \"Three Bottlenecks\", Capacity Gap Fears to Last Until 2027</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI computing power is fatally injured! Broadcom Director Names \"Three Bottlenecks\", Capacity Gap Fears to Last Until 2027\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-04-05 15:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Broadcom executives named three core bottlenecks in the AI supply chain: lasers, advanced process wafers and PCBs. Due to the technical threshold and production capacity squeeze, the delivery cycle of small PCB has soared to six months, and the laser yield is less than 30%. Even if TSMC is expanding its production on a large scale, because the equipment delivery time is 12 to 18 months, and the production capacity has actually been locked by large manufacturers in 2026, new orders need to be queued until 2027, and the computing power gap will tend to be normalized.</p><p>The supply-side constraints of artificial intelligence computing infrastructure are spreading from chip manufacturing to optical components and advanced packaging materials.<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>For the first time, executives named the three bottlenecks of AI supply chain, revealing that the real card point of this computing power arms race is far deeper than the market generally recognizes, and it is difficult to dissolve in the short term.</p><p><a href=\"https://laohu8.com/S/600455\">Broadcom</a>Natarajan Ramachandran, marketing director of entity layer products, pointed out at a media conference held in Taipei on March 24th that AI-related supply chains are currently facing three core bottlenecks:<strong>Laser capacity, wafer (esp.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Advanced Process), and PCB (Paddle Card, Printed Circuit Board).</strong>Among them, lead times for small PCBs used inside high-speed optical transceivers have spiked from about six weeks to about six months, and are not expected to ease until 2027.</p><p>The direct significance of the above statement to the market is that the investment boom of AI infrastructure cannot automatically resolve the structural constraints on the supply side. From the yield of less than 30% under the rigorous laser test, to the sluggish unit output in the initial stage of TSMC's advanced packaging, and then to the switching certification cycle of PCB suppliers for more than six months-the superposition of multiple bottlenecks means that the computing power capacity gap is likely to continue in a structural way, and the price increase in the supply chain may tend to normalize.</p><p>Broadcom CEO Hock Tan also confirmed at the March earnings conference that Broadcom has locked in the supply of key components from 2026 to 2028 ahead of schedule, covering advanced process wafers, high bandwidth memory (HBM) and substrates. This advanced layout itself is a direct reflection of the current supply tightness.</p><p><h2 id=\"id_982905332\">PCB lead time skyrockets tenfold</h2>In the 800G/1.6T high-order optical transceiver module, the PCB connects the external cable to the internal<a href=\"https://laohu8.com/S/600184\">photoelectric</a>Critical interfaces for components. This kind of small PCB usually adopts mSAP (improved semi-additive method) process due to its small space and extremely high-frequency signals. The technical threshold is much higher than that of ordinary PCB, and it is mainly supplied by manufacturers with high-order HDI or IC substrate technology.</p><p>The root of the bottleneck of PCB lies in the overlap of processes.<strong>There is a partial intersection between its mSAP process and the IC substrate process required by AI server. When the world snaps up HBM capacity, the capacity of small PCB is squeezed.</strong>At the same time, the 1.6T module has extremely strict requirements for signal quality, and the PCB must adopt ultra-low loss materials and precise impedance control, which cannot be undertaken by ordinary PCB manufacturers.</p><p>More critically, once a supplier is changed, the certification cycle is as long as more than six months. This is exactly what<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>Why ultra-large-scale cloud vendors prefer to sign three-to four-year long-term contracts and lock in the production capacity of existing suppliers.</p><p><h2 id=\"id_2649859146\">Laser: the yield rate is less than 30%, and indium phosphide production capacity becomes the core card point</h2>Laser components have become another major bottleneck in the CPO (co-packaged optics) era. In order to support the bandwidth of 1.6T or higher, the laser must keep the wavelength stable in the high temperature environment of the data center, and there are strict requirements for \"ultra-high power\" and \"extremely low noise\" continuous wave (CW) lasers.<strong>Even if the supplier can produce the laser die, after rigorous reliability testing, the yield that meets the high standards of CPO may be less than 30%.</strong></p><p>The constraints on the production capacity side are equally severe. High-power lasers rely on indium phosphide (InP) technology, and there are only a handful of manufacturers in the world with the capacity of mass production of 6-inch InP. If the orders of upstream InP epitaxial wafer manufacturers or manufacturers with their own production capacity such as Coherent and Lumentum are full, no matter how many packaging factories there are downstream, there will be no laser wafers available.</p><p>Deeper structural pressures come from the amplifying effect of the CPO architecture itself on laser demand. In a conventional optical module, one module is configured with one laser; In the CPO scheme, in order to reduce the thermal impact, the industry turned to the ELSFP (External Laser Light Source Module) architecture, which led to a linear relationship between the demand for laser chips and the number of switches, but an exponential increase, which directly impacted the already tight InP epitaxial capacity.</p><p><h2 id=\"id_1927327658\">Wafers and Advanced Packaging: The Real \"Super Big Traffic Jam\" in the Back Road</h2>In terms of wafer supply, Natarajan Ramachandran directly said that \"TSMC's production capacity has reached its limit\", and it is expected that TSMC's advanced process production line will form a bottleneck in 2026, although TSMC plans to continue to expand production until 2027.</p><p><strong>However, the real \"super big traffic jam\" occurs in the advanced packaging link in the back road.</strong>In the CPO era, TSMC must introduce COUPE (Compact General Purpose Photonic Engine) technology to stack optical chips and silicon chips in three dimensions through Hybrid Bonding. This new packaging technology is extremely difficult and the test cycle is extremely long, which makes it difficult to rapidly increase the initial unit output (UPH) of the equipment.</p><p>The competitive landscape further intensifies the pressure on production capacity. In 2026, Broadcom's capacity competitors will no longer be just traditional network communication vendors, but<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And those who are investing heavily in self-developing ASIC chips<a href=\"https://laohu8.com/S/GOOGL\">Google</a>, Meta, OpenAI. When the top AI computing power chip and the highest 1.6T network switch pour into the same production line of TSMC at the same time, the production capacity has essentially entered the \"rationing system\".</p><p>Even if TSMC now decides to expand production on a large scale, plant construction, clean room completion, introduction<a href=\"https://laohu8.com/S/ASML\">ASML</a>The lead time of extreme ultraviolet (EUV) lithography equipment and various high-end test equipment is often 12 to 18 months.<strong>This means that the production capacity in 2026 has actually been locked in by major factories between 2024 and 2025-customers who only add orders now can only wait until 2027 to release new production capacity.</strong></p><p><h2 id=\"id_3949521928\">Full-chain spillover: second-tier suppliers lag behind in production expansion and bottleneck spreads</h2>Capacity pressure is spilling over throughout the supply chain. Advanced packaging is not just a matter for packaging factories. The links that are really easy to form stuck points include:<strong>CoWoS must be equipped with ABF substrate, Underfill necessary for advanced packaging, heat dissipation demand caused by AI power consumption explosion, KGD test and Burn-in test, CPO and optical module, and cutting and drilling of TSV and intermediate layer.</strong></p><p>Wei Zhejia, chairman of TSMC, once said that \"the production capacity of CoWoS is still insufficient\"-what he lacks is not funds, but the production capacity of supporting suppliers: carrier board factory, probe card manufacturer, bottom filler supplier, etc. TSMC can invest heavily in building factories, but it can't force these small and medium-sized suppliers to double their production capacity in the short term. It often takes two to three years to expand the production of ABF substrates, and the aging test time is extremely long. The alignment tolerance of optical fiber arrays is sub-micron level, and it is difficult to fully automate-every link is slowing down the overall rhythm.</p><p>As Nvidia continues to promote the hardware iteration of GPU architecture, supply chain bottlenecks and price increases may become structural norms rather than periodic disturbances. For investors, where the capacity card lies, it is where the pricing power is concentrated.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","TSM":"台积电","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4585":"ETF&股票定投概念","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","BK4588":"碎股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","AVGG":"2倍做多AVGO ETF-Leverage Shares","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","AVGU":"2倍做多AVGO ETF-GraniteShares","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","AVGW":"Roundhill AVGO WeeklyPay ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","AVGX":"2倍做多AVGO ETF-Defiance","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","AVL":"2倍做多AVGO ETF-Direxion","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","AVS":"1倍做空AVGO ETF-Direxion","AVGO":"博通","SG9999015978.USD":"利安颠覆性创新基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4566":"资本集团","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK4543":"AI","BK4512":"苹果概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4515":"5G概念","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","BK4554":"元宇宙及AR概念","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4605":"半导体精选","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4575":"芯片概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","BK4612":"AI芯片","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK4581":"高盛持仓","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4141":"半导体产品","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC"},"source_url":"https://wallstreetcn.com/articles/3769285","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625964592","content_text":"博通高管点名AI供应链三大核心瓶颈：激光器、先进制程晶圆及PCB。受制于技术门槛与产能挤压，小型PCB交货周期已暴增至六个月，激光器良率不足30%。即便台积电现大规模扩产，因设备交期达12至18个月、2026年产能实际已被大厂锁定，新订单需排队至2027年，算力缺口将趋于常态化。人工智能算力基础设施的供给侧约束，正从芯片前道制造向光学元件与先进封装材料全面蔓延。博通高管首度点名AI供应链三大瓶颈，揭示这场算力军备竞赛的真正卡点远比市场普遍认知的更为深层，且短期内难以消解。博通实体层产品营销总监 Natarajan Ramachandran 于3月24日在台北举行的媒体见面会上指出，AI相关供应链当前面临三大核心瓶颈：激光器产能、晶圆（特指台积电先进制程），以及PCB（Paddle Card，印刷电路板）。其中，用于高速光收发器内部的小型PCB交货周期已从约六周骤增至约六个月，预计要到2027年才能缓解。上述表态对市场的直接意义在于：AI基础设施的投资热潮并不能自动化解供给侧的结构性约束。从激光器严苛测试下良率不足30%，到台积电先进封装初期单位产出低迷，再到PCB供应商切换认证周期长达六个月以上——多重瓶颈相互叠加，意味着算力产能缺口极可能以结构性方式延续，供应链涨价或将趋于常态化。博通首席执行官 Hock Tan 在3月财报会议上亦确认，博通已提前锁定2026年至2028年关键组件的供应，涵盖先进制程晶圆、高带宽内存（HBM）及基板。这一超前布局本身，正是当前供应紧张程度的直接写照。PCB交货周期暴涨十倍在800G/1.6T高阶光收发模组中，PCB是连接外部线缆与内部光电元件的关键接口。这类小型PCB由于空间极小且须处理极高频信号，通常采用mSAP（改良型半加成法）工艺，技术门槛远高于普通PCB，主要由具备高阶HDI或IC基板技术的厂商供应。PCB沦为瓶颈的根源在于工艺重叠。其mSAP制程与AI服务器所需的IC基板制程存在部分交集，当全球抢购HBM产能时，小型PCB的产能随之遭到挤压。与此同时，1.6T模组对信号品质要求极为严苛，PCB须采用超低损耗材料与精密阻抗控制，并非一般PCB厂商所能承接。更关键的是，一旦更换供应商，认证周期长达六个月以上。这正是谷歌、Meta等超大规模云厂商宁愿签订三至四年长期合约、也要锁定既有供应商产能的原因。激光器：良率不足三成，磷化铟产能成核心卡点激光器元件已成为CPO（共封装光学）时代的另一重大瓶颈。为支撑1.6T乃至更高带宽，激光器须在数据中心高温环境下保持波长稳定，对\"超高功率\"且\"极低噪声\"的连续波（CW）激光有严苛要求。即便供应商能够产出激光晶粒，经严苛可靠性测试后，符合CPO高标准要求的良率可能不足30%。产能端的约束同样严峻。高功率激光器依赖磷化铟（InP）技术，而全球具备6英寸InP大规模量产能力的厂商屈指可数。若上游InP外延片厂商或 Coherent、Lumentum 等拥有自有产能的厂商订单爆满，下游无论有多少封装厂，均无激光晶粒可用。更深层的结构性压力来自CPO架构本身对激光器需求的放大效应。在传统光模组中，一个模组配置一个激光器；而在CPO方案中，为降低热影响，业界转向使用ELSFP（外部激光光源模组）架构，导致激光晶粒需求量与交换机数量之间不再是线性关系，而是成倍数增长，直接冲击原本就已紧张的InP外延产能。晶圆与先进封装：真正的\"超级大堵车\"在后道在晶圆供应方面，Natarajan Ramachandran直接表示\"台积电产能达到极限\"，预计台积电先进制程产线将在2026年形成瓶颈，尽管台积电计划持续扩产至2027年。然而，真正的\"超级大堵车\"发生在后道先进封装环节。进入CPO时代，台积电须导入COUPE（紧凑型通用光子引擎）技术，通过混合键合（Hybrid Bonding）将光学芯片与硅芯片进行立体堆叠。这种全新封装技术难度极高、测试周期极长，导致设备初期单位产出（UPH）难以快速提升。竞争格局进一步加剧了产能压力。2026年，博通面对的产能竞争对手不再只是传统网络通信厂商，而是英伟达、苹果、AMD、高通，以及正在重金自研ASIC芯片的谷歌、Meta、OpenAI。当最顶尖的AI算力芯片与最高阶的1.6T网络交换器同时涌入台积电同一条产线，产能实质上已进入\"配给制\"。即便台积电现在决定大规模扩产，厂房建设、无尘室竣工、引入ASML极紫外光（EUV）光刻设备及各类高端测试设备的交货周期动辄十二至十八个月。这意味着2026年的产能，实际上在2024至2025年间便已被各大厂锁定——现在才追加订单的客户，只能等到2027年新产能释放。全链条外溢：二线供应商扩产滞后，瓶颈蔓延产能压力正向整个供应链外溢。先进封装并不仅仅是封装厂的事，真正容易形成卡点的环节包括：CoWoS必须配套的ABF基板、先进封装必备的底部填充胶（Underfill）、AI功耗爆炸带来的散热需求、KGD测试与老化测试（Burn-in）、CPO与光模组，以及TSV和中介层的切割与钻孔等。台积电董事长魏哲家曾表示\"CoWoS产能仍然不够\"——他缺乏的并非资金，而是配套供应商的产能：载板厂、探针卡厂商、底部填充胶供应商等。台积电可以投入巨资建设厂房，却无法迫使这些中小供应商在短期内将产能翻倍。ABF基板扩产动辄需要两至三年，老化测试时间极长，光纤阵列对位容差在次微米级、难以完全自动化——每一个环节都在拖慢整体节奏。随着英伟达持续推进GPU架构的硬件迭代，供应链瓶颈与涨价问题或将成为结构性常态而非周期性扰动。对投资者而言，产能卡点所在，正是定价权集中之处。","news_type":1,"symbols_score_info":{"AVGU":0.6,"AVGO":1.95,"AVGX":0.6,"TSM":1.87,"AVGW":0.6,"AVGG":0.6,"AVL":0.6,"AVS":0.6}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}