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标普重写股票分类规则！3750亿美元资金或被迫调仓 成长股与价值股迎“大洗牌”
标普重写股票分类规则！3750亿美元资金或被迫调仓 成长股与价值股迎“大洗牌”
10月不加息，12月再出手?美联储抗通胀“慢加息”路径浮现 沃什下周讲话成最大看点
10月不加息，12月再出手?美联储抗通胀“慢加息”路径浮现 沃什下周讲话成最大看点
“共识交易”的瓦解和新共识的诞生！高盛解答：为何机构当下都在大幅减仓AI
“共识交易”的瓦解和新共识的诞生！高盛解答：为何机构当下都在大幅减仓AI
苹果折叠屏手机 iPhone Duo 正式开售：售价高达2000美元，供应紧张
苹果折叠屏手机 iPhone Duo 正式开售：售价高达2000美元，供应紧张
AI“跌倒”，美债“吃饱”！全球“资本争夺战”，市场给出答案
AI“跌倒”，美债“吃饱”！全球“资本争夺战”，市场给出答案
危机一周后迎来喘息之机！法国暂时躲过穆迪降级
危机一周后迎来喘息之机！法国暂时躲过穆迪降级
Anthropic 能否在11月成功上市？提交关键文件的时间所剩无几
Anthropic 能否在11月成功上市？提交关键文件的时间所剩无几
亚马逊CEO贾西称云容量已售罄至2027年
亚马逊CEO贾西称云容量已售罄至2027年
AI的“黑色十月”：PHP重大安全漏洞引发全球安全应急行动
AI的“黑色十月”：PHP重大安全漏洞引发全球安全应急行动
昨夜今晨｜美股三大指数收跌，苹果市值一度反超英伟达；油价狂飙，美油一周累涨超4%；西部数据CFO驳斥AI需求见顶论
昨夜今晨｜美股三大指数收跌，苹果市值一度反超英伟达；油价狂飙，美油一周累涨超4%；西部数据CFO驳斥AI需求见顶论
特朗普威胁对伊朗发动小规模“史诗怒火”行动，伊拟打击海底电缆，霍尔木兹传油轮触雷
特朗普威胁对伊朗发动小规模“史诗怒火”行动，伊拟打击海底电缆，霍尔木兹传油轮触雷
Instacart寻求出售，股价单日涨超9%！DoorDash在潜在买家之列，Uber退出
Instacart寻求出售，股价单日涨超9%！DoorDash在潜在买家之列，Uber退出
西部数据CFO驳斥AI需求见顶论：毫无动摇迹象，若降温反能帮我们追上需求缺口
西部数据CFO驳斥AI需求见顶论：毫无动摇迹象，若降温反能帮我们追上需求缺口
高管揭示Meta AI订阅变现新路：Muse免广告但企业服务收费，智能体购物抽成
高管揭示Meta AI订阅变现新路：Muse免广告但企业服务收费，智能体购物抽成
特朗普政府扩大对加拿大商品关税豁免范围，助力中期选举
特朗普政府扩大对加拿大商品关税豁免范围，助力中期选举
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2677190186","title":"标普重写股票分类规则！3750亿美元资金或被迫调仓 成长股与价值股迎“大洗牌”","url":"https://stock-news.laohu8.com/highlight/detail?id=2677190186","media":"智通财经网","top":-1,"share":"https://www.laohunote.com/m/news/2677190186?lang=zh_cn&edition=full","pubTime":"2026-10-24 15:05","pubTimestamp":1792825537,"startTime":"0","endTime":"0","summary":"标普道琼斯指数公司采用新的股票分类规则后，成长股和价值股将迎来一次重新洗牌。","market":"fut","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["LRGF","AFLG","DHLX","FTDS","VYMI","FDRR","FPAA","EFAS","MOTE","CDC","FDL","QWLD","MDPL","ESmain","GINX","CGDV"],"symbols_score_info":{"LRGF":1.5,"AFLG":1.5,"DHLX":1.5,"FTDS":1.5,"VYMI":1.5,"FDRR":1.5,"FPAA":1.5,"EFAS":1.5,"MOTE":1.5,"CDC":1.5,"FDL":1.5,"QWLD":1.5,"MDPL":1.5,"ESmain":1.5,"GINX":1.5,"CGDV":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false,"isVideo":false,"video":null},{"id":"2677550901","title":"10月不加息，12月再出手?美联储抗通胀“慢加息”路径浮现 沃什下周讲话成最大看点","url":"https://stock-news.laohu8.com/highlight/detail?id=2677550901","media":"智通财经","top":-1,"share":"https://www.laohunote.com/m/news/2677550901?lang=zh_cn&edition=full","pubTime":"2026-10-24 15:03","pubTimestamp":1792825439,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美联储将于下周三公布最新利率决议。近几周，美联储官员公开讨论了是否应跟进9月份的25个基点加息，以应对高于预期的通胀。美联储正在努力平衡国会赋予其双重使命，即保持低通胀和高就业。多数专家预计，即便美联储放弃10月份加息，也将在12月份再次加息。除了利率决定之外，周三美联储会议最受关注的焦点将是主席沃什的新闻发布会。","market":"us","thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["EIM","HMOP","ISHG","VGIT","BSV","MINT","BSR","NGHT","UUP","VOO","OOQB","RAUS","MUB","VGLT","XLRI","PBDC","VCIT","TLTW","BOND","TBT","GBIL","VCSH","EDV","KBE","SPY","SHY","GOVT","FLXI","TMF","EBUF","XBIL","IEI","NELS","TBIL","IEF","TLT","SHV","BOXX","UBT","NEMD","ZROZ","FAZ","CIVG","JULD","LQD","GOLY","EMPB","VGSH","03599","HYG"],"symbols_score_info":{"EIM":1.5,"HMOP":1.5,"ISHG":1.5,"VGIT":1.5,"BSV":1.5,"MINT":1.5,"BSR":1.5,"NGHT":1.5,"UUP":1.5,"VOO":1.5,"OOQB":1.5,"RAUS":1.5,"MUB":1.5,"VGLT":1.5,"XLRI":1.5,"PBDC":1.5,"VCIT":1.5,"TLTW":1.5,"BOND":1.5,"TBT":1.5,"GBIL":1.5,"VCSH":1.5,"EDV":1.5,"KBE":1.5,"SPY":1.5,"SHY":1.5,"GOVT":1.5,"FLXI":1.5,"TMF":1.5,"EBUF":1.5,"XBIL":1.5,"IEI":1.5,"NELS":1.5,"TBIL":1.5,"IEF":1.5,"TLT":1.5,"SHV":1.5,"BOXX":1.5,"UBT":1.5,"NEMD":1.5,"ZROZ":1.5,"FAZ":1.5,"CIVG":1.5,"JULD":1.5,"LQD":1.5,"GOLY":1.5,"EMPB":1.5,"VGSH":1.5,"03599":1.5,"HYG":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"EditorSelect","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"2677901868","title":"“共识交易”的瓦解和新共识的诞生！高盛解答：为何机构当下都在大幅减仓AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2677901868","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2677901868?lang=zh_cn&edition=full","pubTime":"2026-10-24 15:00","pubTimestamp":1792825241,"startTime":"0","endTime":"0","summary":"\"做多AI、做空一切\"的极度拥挤交易正在痛苦解构——市场不再满足于\"烧钱叙事\"，超大规模云厂商必须在1.1万亿美元资本支出的同时，拿出真实可见的收入转化。40-50吉瓦的电力缺口、资金成本攀升与\"支出过剩\"时代的宏观范式切换，正将AI交易从信仰题变成一道严酷的变现大考。","market":"nz","thumbnail":"https://static.tigerbbs.com/be90a327e8ad085fb8e9099e312107f3","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/be90a327e8ad085fb8e9099e312107f3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["QTOC","ARTY","AIPO","CHAT","VTHR","AGIX","GSX"],"symbols_score_info":{"QTOC":1.5,"ARTY":1.5,"AIPO":1.5,"CHAT":1.5,"GSX":0.6,"VTHR":1.5,"AGIX":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"EditorSelect","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1171741601","title":"苹果折叠屏手机 iPhone Duo 正式开售：售价高达2000美元，供应紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=1171741601","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1171741601?lang=zh_cn&edition=full","pubTime":"2026-10-24 11:08","pubTimestamp":1792811327,"startTime":"0","endTime":"0","summary":"苹果公司首款折叠屏手机 iPhone Duo 于周五在全球各地门店正式开售，售价约为2000美元。不过，与以往 iPhone 发布时的盛况相比，此次新品上市的造势声势有所减弱。一周前，苹果刚刚开放 iPhone Duo 预订，短短几分钟内，官方预计的交付日期便已推迟至1月下旬，因为需求超过了供应量。评价褒贬不一早期评测称赞了 iPhone Duo 的设计，以及其坚固且几乎看不见的铰链。IDC 预计，2026年苹果将占据折叠屏手机市场 44%的销售额份额，对应的出货量份额为31%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b0a1368d4bfee7182818c16f1edaffe3","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/b0a1368d4bfee7182818c16f1edaffe3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AAPL","AAPB","AAPY","APLY","AAPU","AAPD","AAPE","IOSX","AAPX","AAPW"],"symbols_score_info":{"AAPB":0.6,"AAPY":0.6,"APLY":0.6,"AAPU":0.6,"AAPD":0.6,"AAPL":2,"AAPE":0.6,"IOSX":0.6,"AAPX":0.6,"AAPW":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"EditorSelect","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2677905776","title":"AI“跌倒”，美债“吃饱”！全球“资本争夺战”，市场给出答案","url":"https://stock-news.laohu8.com/highlight/detail?id=2677905776","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2677905776?lang=zh_cn&edition=full","pubTime":"2026-10-24 10:45","pubTimestamp":1792809946,"startTime":"0","endTime":"0","summary":"AI巨头天量资本开支引发市场信任危机，纳斯达克创近年最差两周表现，一篮子AI相关股票单周重挫4.9%。与此同时，美债强势逆转，10年期收益率跌破5%，债券ETF单月吸金580亿美元。AI扩张与政府赤字融资同时争夺有限资本，廉价资本时代逻辑正被改写。","market":"fut","thumbnail":"https://static.tigerbbs.com/eb7789abffef4e8a7ef6093738b6ad06","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/eb7789abffef4e8a7ef6093738b6ad06"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["UBmain","IEF","SCHO","TMF","VCIT","UTWY","ZROZ","AGIX","UBT","VCSH","UTHY","TLT","ARTY","AIPO","DBND","TBT","MTNmain","MWNmain","CIVG","EIM","ZBmain","TBIL","SGOV","TLTW","USHY","CHAT","LQD","MUB","GBIL","GOVT","IEI","TNmain","ZTmain","NGHT","MYCN","UTRE","VGSH","QTOC","XBIL","ZFmain","BND","SHY","GOLY","WAMA","VTHR","VGIT","USVN","TYO","UFIV","TIP"],"symbols_score_info":{"UBmain":1.5,"IEF":1.5,"SCHO":1.5,"TMF":1.5,"VCIT":1.5,"UTWY":1.5,"ZROZ":1.5,"AGIX":1.5,"UBT":1.5,"VCSH":1.5,"UTHY":1.5,"TLT":1.5,"ARTY":1.5,"AIPO":1.5,"DBND":1.5,"TBT":1.5,"MTNmain":1.5,"MWNmain":1.5,"CIVG":1.5,"EIM":1.5,"ZBmain":1.5,"TBIL":1.5,"SGOV":1.5,"TLTW":1.5,"USHY":1.5,"CHAT":1.5,"LQD":1.5,"MUB":1.5,"GBIL":1.5,"GOVT":1.5,"IEI":1.5,"TNmain":1.5,"ZTmain":1.5,"NGHT":1.5,"MYCN":1.5,"UTRE":1.5,"VGSH":1.5,"QTOC":1.5,"XBIL":1.5,"ZFmain":1.5,"BND":1.5,"SHY":1.5,"GOLY":1.5,"WAMA":1.5,"VTHR":1.5,"VGIT":1.5,"USVN":1.5,"TYO":1.5,"UFIV":1.5,"TIP":1.5},"source_rank":0,"column":"","sentiment":"0","news_tag":"EditorSelect","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"2677037429","title":"危机一周后迎来喘息之机！法国暂时躲过穆迪降级","url":"https://stock-news.laohu8.com/highlight/detail?id=2677037429","media":"智通财经","top":-1,"share":"https://www.laohunote.com/m/news/2677037429?lang=zh_cn&edition=full","pubTime":"2026-10-24 08:38","pubTimestamp":1792802303,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，法国躲过了$穆迪$评级的降级，为这个正饱受债券收益率飙升、政治僵局和街头抗议困扰的国家赢得了喘息之机。标普和惠誉均曾在2025年秋季的一场预算争端期间下调法国评级。标普已安排于11月27日更新法国评级。这一喘息之机出现在法国又一个紧张周末的前夕。目前，法国当局正努力避免再次出现大规模骚乱。","market":"us","thumbnail":"https://community-static.tradeup.com/news/8d296072757d53cfc20038ddfea1082e","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/8d296072757d53cfc20038ddfea1082e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["FR10Y.BOND","EWQ","FDIQ","IAI"],"symbols_score_info":{"FDIQ":0.6,"FR10Y.BOND":2,"EWQ":2,"IAI":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"EditorSelect","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"1115350692","title":"Anthropic 能否在11月成功上市？提交关键文件的时间所剩无几","url":"https://stock-news.laohu8.com/highlight/detail?id=1115350692","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1115350692?lang=zh_cn&edition=full","pubTime":"2026-10-24 07:45","pubTimestamp":1792799134,"startTime":"0","endTime":"0","summary":"一份招股说明书草案显示，Anthropic 未来在人工智能计算能力方面的支出可能高达7500亿美元，而该公司在2026年上半年亏损超过800亿美元。Anthropic 可能只需几天就会迈出成为上市公司的重要一步，但事情仍有可能发生变化。不过，Anthropic 也有可能决定推迟 IPO。专家表示，Anthropic 目前仍有可能希望尽快上市，但这并非板上钉钉的事。当然，Anthropic 推动上市的理由，并不是为了提振股市对人工智能行业的信心。罗科指出，预测市场显示，Anthropic 在今年年底之前上市的概率为80%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/205fb23c7327f6a5719c6ae631d8383f","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/205fb23c7327f6a5719c6ae631d8383f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"EditorSelect","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1110321704","title":"亚马逊CEO贾西称云容量已售罄至2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=1110321704","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1110321704?lang=zh_cn&edition=full","pubTime":"2026-10-24 07:36","pubTimestamp":1792798600,"startTime":"0","endTime":"0","summary":"亚马逊CEO安迪·贾西周五表示，亚马逊云服务的云计算容量在2027年前基本售罄，重大承诺延伸至2028年，原因是AI基础设施需求不断增长。在与Andreessen Horowitz联合创始人本·霍洛维茨和普通合伙人埃里克·托伦伯格的视频播客中，贾西表示，亚马逊正艰难跟上AI实验室和企业永不满足的需求。","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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AMZN","AMZZ","AMZP","AMZU","AMZY","AMZG","AMZW","AMZO","AZYY","AMZD","AMAA"],"symbols_score_info":{"AMZZ":0.6,"AMZP":0.6,"AMZU":0.6,"AMZY":0.6,"AMZN":2,"AMZG":0.6,"AMZW":0.6,"AMZO":0.6,"AZYY":0.6,"AMZD":0.6,"AMAA":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"EditorSelect,movement","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1161252873","title":"AI的“黑色十月”：PHP重大安全漏洞引发全球安全应急行动","url":"https://stock-news.laohu8.com/highlight/detail?id=1161252873","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1161252873?lang=zh_cn&edition=full","pubTime":"2026-10-24 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安全漏洞是未来可能出现的更多类似事件的最新案例。","market":"hk","thumbnail":"https://static.tigerbbs.com/53207cf65b0b6d3db3393a387da832f7","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/53207cf65b0b6d3db3393a387da832f7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"isVideo":false,"video":null},{"id":"1142487247","title":"昨夜今晨｜美股三大指数收跌，苹果市值一度反超英伟达；油价狂飙，美油一周累涨超4%；西部数据CFO驳斥AI需求见顶论","url":"https://stock-news.laohu8.com/highlight/detail?id=1142487247","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1142487247?lang=zh_cn&edition=full","pubTime":"2026-10-24 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Wang在接受日经新闻采访时表示，Meta的个人AI智能体Muse将坚持免广告，普通用户可免费使用，但高阶功能和企业服务将收费，公司还计划从智能体促成的购物交易中抽取佣金。Meta也计划向企业提供付费服务，但Wang没有披露具体的收费标准和推出时间。上述投入既服务于Meta现有业务，也将支持新一代AI模型和产品开发。","market":"sg","thumbnail":"https://static.tigerbbs.com/f156a54f9e4928ab062a3cdbe13dd440","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f156a54f9e4928ab062a3cdbe13dd440"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["VTHR","CHAT","ARTY","AIPO","AGIX","QTOC"],"symbols_score_info":{"VTHR":1.5,"CHAT":1.5,"ARTY":1.5,"AIPO":1.5,"AGIX":1.5,"QTOC":1.5},"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":"2677997778","title":"特朗普政府扩大对加拿大商品关税豁免范围，助力中期选举","url":"https://stock-news.laohu8.com/highlight/detail?id=2677997778","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2677997778?lang=zh_cn&edition=full","pubTime":"2026-10-24 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