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腾讯，投中龙虾三兄弟
腾讯，投中龙虾三兄弟
对冲中东断供危机，美国原油库存增656万桶远超预期
对冲中东断供危机，美国原油库存增656万桶远超预期
从微软到英伟达再到Meta：Nebius凭什么赢得科技三巨头“用钱投票”？
从微软到英伟达再到Meta：Nebius凭什么赢得科技三巨头“用钱投票”？
腾讯Q4营收同比增长13%，调整后净利增17%，云业务全年实现规模化盈利 | 财报见闻
腾讯Q4营收同比增长13%，调整后净利增17%，云业务全年实现规模化盈利 | 财报见闻
腾讯首席财务官：计划减少股票回购，将资金用于AI投资
腾讯首席财务官：计划减少股票回购，将资金用于AI投资
新美联储通讯社：鲍威尔“倒数第二次”议息会议，美联储分歧加剧
新美联储通讯社：鲍威尔“倒数第二次”议息会议，美联储分歧加剧
微博：2025年四季度净收入4.733亿美元，全年净收入17.6亿美元
微博：2025年四季度净收入4.733亿美元，全年净收入17.6亿美元
AWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？
AWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？
腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元
腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元
今夜美联储料按兵不动，滞胀警报拉响，鲍威尔如何施展“平衡术”？
今夜美联储料按兵不动，滞胀警报拉响，鲍威尔如何施展“平衡术”？
盘前异动｜算力概念中概股普涨，Swarmer续涨42%，存储概念继续拉升
盘前异动｜算力概念中概股普涨，Swarmer续涨42%，存储概念继续拉升
港股综述｜恒指涨0.61%，电力设备股强势，东方电气涨超10%；MINIMAX-WP、智谱双双涨超19%
港股综述｜恒指涨0.61%，电力设备股强势，东方电气涨超10%；MINIMAX-WP、智谱双双涨超19%
高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演
高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演
百度AI算力、文件存储等产品涨价，最高达30%
百度AI算力、文件存储等产品涨价，最高达30%
伊朗战争要是打久了，那就远不只是油价暴涨的事了
伊朗战争要是打久了，那就远不只是油价暴涨的事了
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1180672511","title":"腾讯，投中龙虾三兄弟","url":"https://stock-news.laohu8.com/highlight/detail?id=1180672511","media":"投资界","top":-1,"share":"https://www.laohu8.com/m/news/1180672511?lang=zh_cn&edition=full","pubTime":"2026-03-18 18:51","pubTimestamp":1773831099,"startTime":"0","endTime":"0","summary":"腾讯凭借敏锐的AI布局，悄然投中“龙虾三兄弟”——迅策、MiniMax、智谱，成为本轮OpenClaw热潮中的最大赢家。虽然跌宕起伏，但AI造富依旧惊人，今日“龙虾三兄弟”再度冲上高峰，迅策市值一度超500亿港元；智谱、Minimax也分别重回3000亿、4000亿。投出“龙虾三兄弟” 腾讯成大赢家AI势不可挡。自此，港股“龙虾三兄弟”出道。这一次，腾讯号召一支龙虾特攻队。","market":"hk","thumbnail":"https://static.tigerbbs.com/4fdb283bb403a0695b874f69fe974745","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4fdb283bb403a0695b874f69fe974745"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700","00100"],"symbols_score_info":{"00700":2,"00100":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"tzj","isHighRisk":false},{"id":"2620123518","title":"对冲中东断供危机，美国原油库存增656万桶远超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2620123518","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2620123518?lang=zh_cn&edition=full","pubTime":"2026-03-18 18:30","pubTimestamp":1773829830,"startTime":"0","endTime":"0","summary":"尽管阿联酋能源设施遭袭、地缘风险升温，但截至3月13日当周，美国原油库存超预期激增656万桶（预期38万桶），周三油价承压下滑。花旗警告，若未来四至六周霍尔木兹海峡的运输中断，届时布伦特原油或升至110-120美元。","market":"nz","thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"14b276952a6b46a2a5e9067b5afd7fce","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["API","QMmain","USO","DUG","CLmain","XOP","BZmain","DDG","DWT"],"symbols_score_info":{"BZmain":0.6,"QMmain":0.9,"XOP":0.89,"USO":0.9,"DUG":0.9,"CLmain":0.9,"API":1,"DDG":0.6,"DWT":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"2620923847","title":"从微软到英伟达再到Meta：Nebius凭什么赢得科技三巨头“用钱投票”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2620923847","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2620923847?lang=zh_cn&edition=full","pubTime":"2026-03-18 18:16","pubTimestamp":1773828970,"startTime":"0","endTime":"0","summary":"前几日，Meta Platforms与Nebius达成的270亿美元GPU基础设施巨额订单，再次印证了Nebius的重要性及其为利益相关方可靠提供GPU基础设施的关键角色。这种履约能力或许足以让Meta团队授予Nebius更大合同，从而促成昨日宣布的270亿美元新订单。根据昨日公告，Nebius现承诺向Meta Platforms额外交付GPU产能，此项为期五年的交易分两级结构，总值270亿美元。但Uttam认为，英伟达的20亿美元投资将对Nebius起到关键支持作用。但Uttam相信，Nebius在履行承诺时，始终将客户与股东利益置于首位。","market":"us","thumbnail":"https://static.tigerbbs.com/d289db8c1d35aa843f10ae5fb9f812e4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/d289db8c1d35aa843f10ae5fb9f812e4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NBIS","MSFU","MSFW","NVDS.UK","MSFX","NVD2.UK","NVDG","NVD","MSFO","NVDD","NVDU","DIPS","NVII","NBIG","NVDB","MSFD","NVDS","NVDW","SNVD.UK","NBIZ","MSFY","2NVD.UK","NVIW.SI","NVD3.UK","NBIL","NVDX","ANV","NEBX","NVDY","MSFL","NVDQ"],"symbols_score_info":{"MSFU":0.6,"MSFW":0.6,"NVDS.UK":0.6,"MSFX":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVD":0.6,"MSFO":0.6,"NVDD":0.6,"NVDU":0.6,"DIPS":0.6,"NVII":0.6,"NBIG":0.6,"NVDB":0.6,"MSFD":0.6,"NVDS":0.6,"NVDW":0.6,"SNVD.UK":0.6,"NBIZ":0.6,"MSFY":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NBIL":0.6,"NVDX":0.6,"NBIS":1.98,"ANV":0.6,"NEBX":0.6,"NVDY":0.6,"MSFL":0.6,"NVDQ":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false},{"id":"2620234857","title":"腾讯Q4营收同比增长13%，调整后净利增17%，云业务全年实现规模化盈利 | 财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2620234857","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2620234857?lang=zh_cn&edition=full","pubTime":"2026-03-18 18:05","pubTimestamp":1773828347,"startTime":"0","endTime":"0","summary":"腾讯2025年业绩稳健增长，全年营收7518亿元，同比增长14%，非国际归母净利润2596亿元，增长17%，增速较上年加快。盈利能力持续改善，毛利率从53%提升至56%。AI已成为增长核心驱动力，全年研发投入857亿元，资本开支达792亿元。AI技术已全面渗透广告、游戏、云服务等核心业务，推动微信生态加速货币化，并助力云业务实现规模化盈利。","market":"us","thumbnail":"https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700","TCEHY","HTCD.SI"],"symbols_score_info":{"00700":1.98,"TCEHY":1.98,"HTCD.SI":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1172734115","title":"腾讯首席财务官：计划减少股票回购，将资金用于AI投资","url":"https://stock-news.laohu8.com/highlight/detail?id=1172734115","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1172734115?lang=zh_cn&edition=full","pubTime":"2026-03-18 17:36","pubTimestamp":1773826593,"startTime":"0","endTime":"0","summary":"将资金用于AI投资。","market":"hk","thumbnail":"https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700","TCEHY"],"symbols_score_info":{"00700":1,"TCEHY":1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2620280888","title":"新美联储通讯社：鲍威尔“倒数第二次”议息会议，美联储分歧加剧","url":"https://stock-news.laohu8.com/highlight/detail?id=2620280888","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2620280888?lang=zh_cn&edition=full","pubTime":"2026-03-18 17:27","pubTimestamp":1773826033,"startTime":"0","endTime":"0","summary":"Nick Timiraos认为，三位由特朗普提名的理事（Miran、Waller、Bowman）有望联手投出异见票支持降息，打破1988年以来的纪录。尽管伊朗战争加剧通胀风险，但这三位理事故意背离鲍威尔的多数立场，与特朗普的施压步调一致。候任主席沃什或将接手一个裂痕深重的委员会。数据显示，美联储维持利率不变的概率高达99%。","market":"us","thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".IXIC","NQmain","ESmain",".SPX","QQQ","SQQQ","VIX","VXX","YMmain",".DJI","TQQQ","VIXY","VIXmain"],"symbols_score_info":{".IXIC":2,"NQmain":2,"ESmain":2,".SPX":2,"QQQ":2,"SQQQ":2,"VIX":2,"VXX":2,"YMmain":2,".DJI":2,"TQQQ":2,"VIXY":2,"VIXmain":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1152913644","title":"微博：2025年四季度净收入4.733亿美元，全年净收入17.6亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1152913644","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1152913644?lang=zh_cn&edition=full","pubTime":"2026-03-18 17:12","pubTimestamp":1773825123,"startTime":"0","endTime":"0","summary":"第四季度调整后每股收益0.25美元。","market":"hk","thumbnail":"https://static.tigerbbs.com/f7f6b1222ffab27df6e2839b259a2ad4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f7f6b1222ffab27df6e2839b259a2ad4"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["WB","09898"],"symbols_score_info":{"WB":1,"09898":1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1180886208","title":"AWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180886208","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1180886208?lang=zh_cn&edition=full","pubTime":"2026-03-18 16:46","pubTimestamp":1773823608,"startTime":"0","endTime":"0","summary":"亚马逊CEO Andy Jassy近日在全员会议上放出豪言：受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。","market":"us","thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AMZN","AMZU","AMZZ","AMZD","AMZY"],"symbols_score_info":{"AMZN":2,"AMZU":2,"AMZZ":2,"AMZD":2,"AMZY":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"conferences","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1139989661","title":"腾讯2025年Q4营收1943.7亿元同比增长13%，全年总收入达7518亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1139989661","media":"腾讯科技","top":-1,"share":"https://www.laohu8.com/m/news/1139989661?lang=zh_cn&edition=full","pubTime":"2026-03-18 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