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特朗普就黎巴嫩问题再度威胁伊朗
特朗普就黎巴嫩问题再度威胁伊朗
一周前瞻 | 美光财报重磅来袭；英伟达股东大会聚焦AI产能；美国PCE数据揭晓；中科闻歌、芯碁微装等上市
一周前瞻 | 美光财报重磅来袭；英伟达股东大会聚焦AI产能；美国PCE数据揭晓；中科闻歌、芯碁微装等上市
伯恩斯坦资深分析师：这是职业生涯第一次真正的“芯片超级周期”，“瓶颈”才是造富机器
伯恩斯坦资深分析师：这是职业生涯第一次真正的“芯片超级周期”，“瓶颈”才是造富机器
下一只热门量子股，也是AI数据中心概念股
下一只热门量子股，也是AI数据中心概念股
美、伊、巴三方谈判代表均已抵达瑞士，准备开启技术性谈判
美、伊、巴三方谈判代表均已抵达瑞士，准备开启技术性谈判
GPT-5.6或将下周问世：从“模型”迈向“可执行Agent”，定价或仅为竞品1/3
GPT-5.6或将下周问世：从“模型”迈向“可执行Agent”，定价或仅为竞品1/3
微信AI助手“小微”小范围灰度上线
微信AI助手“小微”小范围灰度上线
美伊谈判代表均已抵达瑞士
美伊谈判代表均已抵达瑞士
市场“不可调和的矛盾”：如何给科技股估值
市场“不可调和的矛盾”：如何给科技股估值
企业端开始“算力降本”之际，高盛警告5.3万亿AI资本支出正逼近信贷饱和！
企业端开始“算力降本”之际，高盛警告5.3万亿AI资本支出正逼近信贷饱和！
“沃什首秀”是“十年一遇的转折点”？野村：警惕“预防性加息”演变为“实质性紧缩”
“沃什首秀”是“十年一遇的转折点”？野村：警惕“预防性加息”演变为“实质性紧缩”
美国银行：五只顶级科技股上涨空间巨大
美国银行：五只顶级科技股上涨空间巨大
SpaceX最初的狂热正在降温，但新一轮资金浪潮蓄势待发
SpaceX最初的狂热正在降温，但新一轮资金浪潮蓄势待发
美伊技术层面会谈今日举行，霍尔木兹海峡通行又现“罗生门”
美伊技术层面会谈今日举行，霍尔木兹海峡通行又现“罗生门”
伊朗武装部队表示霍尔木兹海峡已关闭，美军称暂未观察到伊朗关闭霍尔木兹海峡
伊朗武装部队表示霍尔木兹海峡已关闭，美军称暂未观察到伊朗关闭霍尔木兹海峡
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1133405038","title":"特朗普就黎巴嫩问题再度威胁伊朗","url":"https://stock-news.laohu8.com/highlight/detail?id=1133405038","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1133405038?lang=zh_cn&edition=full","pubTime":"2026-06-21 22:03","pubTimestamp":1782050601,"startTime":"0","endTime":"0","summary":"新华社消息，美国总统特朗普21日在社交媒体上发文称，伊朗必须立即停止在黎巴嫩的“代理人”行动，否则美国将会再次对伊朗发起猛烈打击，“就像上周那样，而且会更猛烈”。","market":"us","thumbnail":"https://community-static.tradeup.com/news/ae19786f4043b41efa9dba2e5214b0af","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/ae19786f4043b41efa9dba2e5214b0af"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CLmain"],"symbols_score_info":{"CLmain":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1183744420","title":"一周前瞻 | 美光财报重磅来袭；英伟达股东大会聚焦AI产能；美国PCE数据揭晓；中科闻歌、芯碁微装等上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1183744420","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1183744420?lang=zh_cn&edition=full","pubTime":"2026-06-21 21:24","pubTimestamp":1782048274,"startTime":"0","endTime":"0","summary":"市场关注要点：HBM3E产能扩张进度AI数据中心DRAM需求展望传统PC/手机市场复苏情况对英伟达Blackwell平台的供货情况英伟达股东大会：AI产能规划受瞩目英伟达将于周三举行年度股东大会，黄仁勋预计将就以下议题向股东更新：Blackwell架构产能爬坡进展Vera 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19:31","pubTimestamp":1782041465,"startTime":"0","endTime":"0","summary":"伯恩斯坦（Bernstein）明星分析师Stacy Rasgon指出，半导体行业正经历史无前例的真实\"超级周期\"，博通定制ASIC与英伟达GPU将长期共存，共同消化增量需求。最大“瓶颈”在于电力，若按英伟达预测的年均3-4万亿美元基础设施投入推进，美国电网需每年增长5%，这在电力行业几乎是不可能完成的任务。","market":"other","thumbnail":"https://static.tigerbbs.com/028b3930ccbc010883b503f33cdba273","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/028b3930ccbc010883b503f33cdba273"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA","AVGO","04335","INTC","AMAT","04336","LRCX","NVDW","ANV","NVDG","NVDO","SNVD.UK","NVDX","NVDL","NVYY","NVII","3NVD.UK","NVD2.UK","AVS","NVDS","NVDD","NVDY","07788","LINT","NVD3.UK","NVDQ","07388","LRCU","NVDB","NVDS.UK","DIPS","INTW","AVL","AVGU","NVIW.SI","2NVD.UK","AVGG","NVD","AVGW","NVDU","AVGX"],"symbols_score_info":{"NVDW":0.6,"ANV":0.6,"NVDG":0.6,"NVDO":0.6,"SNVD.UK":0.6,"NVDX":0.6,"NVDL":0.6,"NVYY":0.6,"AMAT":1.84,"NVII":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDA":1.94,"AVS":0.6,"NVDS":0.6,"NVDD":0.6,"NVDY":0.6,"07788":0.6,"04335":1.89,"LINT":0.6,"NVD3.UK":0.6,"INTC":1.89,"NVDQ":0.6,"07388":0.6,"LRCU":0.6,"04336":1.84,"LRCX":1.84,"NVDB":0.6,"NVDS.UK":0.6,"DIPS":0.6,"INTW":0.6,"AVL":0.6,"AVGO":1.92,"AVGU":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"AVGG":0.6,"NVD":0.6,"AVGW":0.6,"NVDU":0.6,"AVGX":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1102530740","title":"下一只热门量子股，也是AI数据中心概念股","url":"https://stock-news.laohu8.com/highlight/detail?id=1102530740","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1102530740?lang=zh_cn&edition=full","pubTime":"2026-06-21 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14:23","pubTimestamp":1782023016,"startTime":"0","endTime":"0","summary":"当地时间21日，综合多方消息，伊朗谈判代表团、美国副总统万斯、巴基斯坦总理等三方代表均已抵达瑞士，准备开启技术性谈判。△瑞士外交部发布的美国代表团车队照片瑞士外交部在社交媒体上表示，美国代表团正在前往比尔根山的途中。根据此前消息，万斯称美伊谈判重点为核问题与黎巴嫩停火；伊朗官员表示，结束黎巴嫩冲突是伊朗代表团此次议程中最重要的事项。当地时间6月20日，巴基斯坦外交部宣布，根据美伊谅解备忘录的后续安排，技术层级会谈将于21日在瑞士举行。本次谈判地点在比尔根山度假村，由巴基斯坦、卡塔尔、美国和伊朗共同提议。（总台记者 易歆）","market":"us","thumbnail":"https://community-static.tradeup.com/news/9b6e318676fd32af26940d2f9862ee38","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/9b6e318676fd32af26940d2f9862ee38"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["USO","CLmain"],"symbols_score_info":{"USO":2,"CLmain":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1568181200495","isHighRisk":false,"isVideo":false,"video":null},{"id":"2645949590","title":"GPT-5.6或将下周问世：从“模型”迈向“可执行Agent”，定价或仅为竞品1/3","url":"https://stock-news.laohu8.com/highlight/detail?id=2645949590","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2645949590?lang=zh_cn&edition=full","pubTime":"2026-06-21 14:09","pubTimestamp":1782022148,"startTime":"0","endTime":"0","summary":"GPT-5.6据报涵盖mini、标准版及Pro版。该模型上下文窗口扩展至150万tokens，具备视觉复刻、SVG 3D生成及浏览器自动化等Agent能力，词元定价约为Claude的三分之一。OpenAI称其为对GPT-5.5的\"有意义改进\"，但Reddit网友讨论认为，5.6仅为小版本迭代，真正的模型级突破需等待GPT-6。","market":"nz","thumbnail":"https://static.tigerbbs.com/760056d3ed9e8c1a595c0d9f2094cc4d","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/760056d3ed9e8c1a595c0d9f2094cc4d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GPT","GPT.AU"],"symbols_score_info":{"GPT":1.5,"GPT.AU":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2645944980","title":"微信AI助手“小微”小范围灰度上线","url":"https://stock-news.laohu8.com/highlight/detail?id=2645944980","media":"格隆汇","top":-1,"share":"https://www.laohu8.com/m/news/2645944980?lang=zh_cn&edition=full","pubTime":"2026-06-21 13:11","pubTimestamp":1782018673,"startTime":"0","endTime":"0","summary":"","market":"hk","thumbnail":"https://static.tigerbbs.com/513e912d3990c5772a73ef391367e32c","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/513e912d3990c5772a73ef391367e32c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700"],"symbols_score_info":{"00700":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"live_gelonghui","isHighRisk":false,"isVideo":false,"video":null},{"id":"1158392978","title":"美伊谈判代表均已抵达瑞士","url":"https://stock-news.laohu8.com/highlight/detail?id=1158392978","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1158392978?lang=zh_cn&edition=full","pubTime":"2026-06-21 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