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业绩炸裂、股东回报空前，SK海力士将反杀空头？
业绩炸裂、股东回报空前，SK海力士将反杀空头？
SpaceX跻身美银“US 1”首选股票池，华尔街对马斯克太空版图的长期增长故事再投信任票
SpaceX跻身美银“US 1”首选股票池，华尔街对马斯克太空版图的长期增长故事再投信任票
高盛存储专家会：产能扩张“远水难解近渴”，DRAM涨价或持续至2028年，HBM明年均价预计暴涨122%
高盛存储专家会：产能扩张“远水难解近渴”，DRAM涨价或持续至2028年，HBM明年均价预计暴涨122%
美联储决议前夜突传警告！本周不加息恐只是缓兵之计，华尔街押注还有两次加息
美联储决议前夜突传警告！本周不加息恐只是缓兵之计，华尔街押注还有两次加息
港股异动 | 渣打集团午后曾升逾7%，Q3除税前溢利23亿美元，同比增加29%
港股异动 | 渣打集团午后曾升逾7%，Q3除税前溢利23亿美元，同比增加29%
港股期权 | 半日成交逾41万张！阿里、腾讯交投领先；泡泡玛特Q3收益大跌，认沽期权活跃
港股期权 | 半日成交逾41万张！阿里、腾讯交投领先；泡泡玛特Q3收益大跌，认沽期权活跃
渣打集团Q3除税前溢利为23亿美元，同比增长29%
渣打集团Q3除税前溢利为23亿美元，同比增长29%
纵观过去100年历史，德银算命：“美股已完成今年最后一跌”
纵观过去100年历史，德银算命：“美股已完成今年最后一跌”
希捷电话会：产能已锁至2028，坚守4%-6%资本开支红线，明年3月季度加码股票回购
希捷电话会：产能已锁至2028，坚守4%-6%资本开支红线，明年3月季度加码股票回购
期权大单 | SoFi远期合成看涨叠近百万Put防御，多空分歧加剧；英特尔297万美元三腿组合叠加牛市看跌价差，看涨情绪升温
期权大单 | SoFi远期合成看涨叠近百万Put防御，多空分歧加剧；英特尔297万美元三腿组合叠加牛市看跌价差，看涨情绪升温
泡泡玛特三季报“暴雷”，但符合“最悲观预期”，华尔街怎么看？
泡泡玛特三季报“暴雷”，但符合“最悲观预期”，华尔街怎么看？
港股异动 | 智谱早盘涨近7%，市场猜测智谱GLM-5.5即将发布
港股异动 | 智谱早盘涨近7%，市场猜测智谱GLM-5.5即将发布
阿里、腾讯、字节跳动寻求签署DRAM长期合同，中国云巨头加速锁定芯片供应
阿里、腾讯、字节跳动寻求签署DRAM长期合同，中国云巨头加速锁定芯片供应
泡泡玛特盘初曾跌超6%，现跌幅缩窄至2%内；海外区域收入整体下滑超50%
泡泡玛特盘初曾跌超6%，现跌幅缩窄至2%内；海外区域收入整体下滑超50%
港股光通信概念股集体走强，纳真科技涨超13%、海光芯正涨超11%
港股光通信概念股集体走强，纳真科技涨超13%、海光芯正涨超11%
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2678437939","title":"业绩炸裂、股东回报空前，SK海力士将反杀空头？","url":"https://stock-news.laohu8.com/highlight/detail?id=2678437939","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2678437939?lang=zh_cn&edition=full","pubTime":"2026-10-28 14:04","pubTimestamp":1793167454,"startTime":"0","endTime":"0","summary":"摩根大通认为，SK海力士三季度营收与营业利润均创历史新高，分别超市场共识约7%和9%；其100万亿韩元股东回报计划约为共识2.5倍。摩根大通维持增持评级，目标价270万韩元，预计业绩超预期叠加回报方案将推动股票情绪由偏空转正面。","market":"us","thumbnail":"https://static.tigerbbs.com/81adf540cba6da463427935171476047","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/81adf540cba6da463427935171476047"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SKHY","SKHU","SKDD","SKHX","HYNX","07709","SK","SKHA","SKHN","SKHL","SKHZ","SKHQ","SKUU"],"symbols_score_info":{"SKHU":0.6,"SKDD":0.6,"SKHX":0.6,"HYNX":0.6,"07709":0.6,"SKHY":2.1,"SK":0.6,"SKHA":0.6,"SKHN":0.6,"SKHL":0.6,"SKHZ":0.6,"SKHQ":0.6,"SKUU":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":"2678875284","title":"SpaceX跻身美银“US 1”首选股票池，华尔街对马斯克太空版图的长期增长故事再投信任票","url":"https://stock-news.laohu8.com/highlight/detail?id=2678875284","media":"智通财经","top":-1,"share":"https://www.laohunote.com/m/news/2678875284?lang=zh_cn&edition=full","pubTime":"2026-10-28 14:01","pubTimestamp":1793167304,"startTime":"0","endTime":"0","summary":"美国银行证券周二发布研报，将$SpaceX$纳入其“US 1”首选投资标的名单，释放出对这家由埃隆·马斯克领导的公司的前景信心增强的信号。这一调整在10月27日发布的研究报告中公布，使SpaceX跻身美国银行基本面股票研究分析师青睐的少数美国上市股票之列。据了解，“US 1”名单旨在从该行给予“买入”评级的股票池中精选出最具吸引力的投资标的，目标是实现优异的长期投资回报。该行维持对RenaissanceRe的“买入”评级，表明此次移出名单并不构成评级下调。","market":"us","thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["SPCX"],"symbols_score_info":{"SPCX":1.94},"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":"2678343720","title":"高盛存储专家会：产能扩张“远水难解近渴”，DRAM涨价或持续至2028年，HBM明年均价预计暴涨122%","url":"https://stock-news.laohu8.com/highlight/detail?id=2678343720","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2678343720?lang=zh_cn&edition=full","pubTime":"2026-10-28 13:51","pubTimestamp":1793166686,"startTime":"0","endTime":"0","summary":"TrendForce专家认为，产能扩张面临洁净室空间不足及设备交货期过长等结构性制约，DRAM涨价或超预期延续至2028年上半年。AI需求更将引爆HBM市场，预计2027年均价暴涨122%，行业规模破2000亿美元。供需错配下头部红利凸显，高盛重申买入三星与SK海力士。","market":"us","thumbnail":"https://static.tigerbbs.com/8eeab9dfe7ba82d0e09d5270014bc513","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/8eeab9dfe7ba82d0e09d5270014bc513"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["WDC","SNDK","MU","STX","SIMO","PSTG","RMBS","SNDG","RMBC","MUG","MIC","STXL","MUYY","SNDU","WDCX","SNXX","SNDC","RMBX","SIMX","STXX","MUZ","MULL","MUD","STXU","WDCC","MUU","SNDQ"],"symbols_score_info":{"SNDG":0.6,"WDC":2,"RMBC":0.6,"MUG":0.6,"SNDK":2,"MIC":0.6,"MU":2,"STXL":0.6,"STX":2,"MUYY":0.6,"SIMO":2,"SNDU":0.6,"PSTG":2,"WDCX":0.6,"SNXX":0.6,"SNDC":0.6,"RMBX":0.6,"SIMX":0.6,"STXX":0.6,"MUZ":0.6,"RMBS":2,"MULL":0.6,"MUD":0.6,"STXU":0.6,"WDCC":0.6,"MUU":0.6,"SNDQ":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":"2678487122","title":"美联储决议前夜突传警告！本周不加息恐只是缓兵之计，华尔街押注还有两次加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2678487122","media":"FX168财经","top":-1,"share":"https://www.laohunote.com/m/news/2678487122?lang=zh_cn&edition=full","pubTime":"2026-10-28 13:18","pubTimestamp":1793164719,"startTime":"0","endTime":"0","summary":"尽管美联储官员此前已释放出本周暂缓加息的明确信号，但美国经济持续强劲、通胀压力再度升温，令华尔街越来越相信，这次暂停可能只是短暂的喘息。预计在美联储公布利率决定的次日，美国政府发布的最新经济数据将进一步凸显这一矛盾。美联储9月会议纪要也显示，许多官员将当时的加息视为防范未来通胀风险的一项预防性措施，而非认为必须连续快速加息。","market":"us","thumbnail":"https://community-static.tradeup.com/news/e40200f089f95ecc9836db07203201d9","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/e40200f089f95ecc9836db07203201d9"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fa18e8b5a9154df3a411f17d56c210b3","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["IEF",".SPX","SHV","BOXX","SGOV","SHY","TBT","UBT","SQQQ","SCHO",".DJI",".IXIC","VGIT","QQQ","YMmain","TMV","GOVT","HYG","AGG","BND","EDV","NQmain","TLT","TLTW","TLH","TMF","VGLT","TQQQ","ESmain","VGSH","SPXL","SSO","DMAX","IVV","SDS","VOO","SMAX","UPRO","HIBL","MMAX","DOG","SPYH","YSPY","SPYM","SPY","UDOW","SPXU","SPYQ","SPXS","DIA","SPDN","DDM","SPYU","SH","DXD","SDOW","SPUU"],"symbols_score_info":{"SPXL":0.6,"SSO":0.6,"IEF":2,".SPX":2,"DMAX":0.6,"SHV":2,"BOXX":2,"IVV":0.6,"SGOV":2,"SHY":2,"TBT":2,"UBT":2,"SDS":0.6,"VOO":0.6,"SQQQ":2,"SMAX":0.6,"SCHO":2,".DJI":2,".IXIC":2,"UPRO":0.6,"HIBL":0.6,"MMAX":0.6,"VGIT":2,"QQQ":2,"YMmain":2,"TMV":2,"GOVT":2,"HYG":2,"DOG":0.6,"SPYH":0.6,"AGG":2,"YSPY":0.6,"BND":2,"EDV":2,"SPYM":0.6,"NQmain":2,"SPY":0.6,"UDOW":0.6,"SPXU":0.6,"SPYQ":0.6,"SPXS":0.6,"TLT":2,"TLTW":2,"TLH":2,"DIA":0.6,"TMF":2,"VGLT":2,"SPDN":0.6,"TQQQ":2,"DDM":0.6,"SPYU":0.6,"SH":0.6,"DXD":0.6,"ESmain":2,"SDOW":0.6,"VGSH":2,"SPUU":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"jinrongjie_highlight","isHighRisk":false,"isVideo":false,"video":null},{"id":"1121542052","title":"港股异动 | 渣打集团午后曾升逾7%，Q3除税前溢利23亿美元，同比增加29%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121542052","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1121542052?lang=zh_cn&edition=full","pubTime":"2026-10-28 13:10","pubTimestamp":1793164219,"startTime":"0","endTime":"0","summary":"10月28日， $渣打集团$股价绩前上涨2.5%，午间报209.2港元，午后曾升逾7%，现升4.8%，报214港元。公司Q3除税前溢利23亿美元，同比增加29%。渣打集团公布第三季度业绩。根据渣打最新修订的2026年业绩指引，按固定汇率计算并剔除重大项目影响，全年经营收入同比增幅预计将超过此前5%至7%的增长区间。渣打第三季度经营收入57.8亿美元，同比增长13.1%。其中，净利息收入增长9%至30亿美元，主要受交易量增长及资产负债表结构优化推动。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/77d3654cad33a221f3ae5cb05424a5d0","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/77d3654cad33a221f3ae5cb05424a5d0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["02888"],"symbols_score_info":{"02888":2.1},"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":"1184950441","title":"港股期权 | 半日成交逾41万张！阿里、腾讯交投领先；泡泡玛特Q3收益大跌，认沽期权活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=1184950441","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1184950441?lang=zh_cn&edition=full","pubTime":"2026-10-28 12:24","pubTimestamp":1793161442,"startTime":"0","endTime":"0","summary":"今日半日港股股票期权成交超41万张。其中，阿里巴巴期权成交量居首，成交近6万张；腾讯控股位居第二，成交超4.5万张；泡泡玛特紧随其后，成交超3.4万张。2026年第三季度中国各渠道收益，与2025年第三季度比较为： 线下渠道同比下降5%-10%;及 线上渠道同比下降45%-50%。","market":"hk","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["09992","09988","00700"],"symbols_score_info":{"09992":2,"09988":2,"00700":2},"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":"1166442814","title":"渣打集团Q3除税前溢利为23亿美元，同比增长29%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166442814","media":"老虎资讯综合","top":-1,"share":"https://www.laohunote.com/m/news/1166442814?lang=zh_cn&edition=full","pubTime":"2026-10-28 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11:31","pubTimestamp":1793158270,"startTime":"0","endTime":"0","summary":"德意志银行援引近百年市场数据揭示，10月27日在历史上往往是标普500指数年内最后一个低点，此后\"圣诞行情\"单边启动。2026年走势与中期选举年历史脚本高度吻合——指数5月创历史新高后近五个月原地踏步，随着11月3日大选倒计时，季节性与选举周期双重顺风正在形成罕见共振窗口。","market":"fut","thumbnail":"https://static.tigerbbs.com/4004c33882c8a5ac16afbbb6d4928655","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4004c33882c8a5ac16afbbb6d4928655"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".DJI","TQQQ","ESmain","YMmain",".SPX","NQmain",".IXIC","QQQ","SQQQ"],"symbols_score_info":{".DJI":2,"TQQQ":2,"ESmain":2,"YMmain":2,".SPX":2,"NQmain":2,".IXIC":2,"QQQ":2,"SQQQ":2},"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":"2678143618","title":"希捷电话会：产能已锁至2028，坚守4%-6%资本开支红线，明年3月季度加码股票回购","url":"https://stock-news.laohu8.com/highlight/detail?id=2678143618","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2678143618?lang=zh_cn&edition=full","pubTime":"2026-10-28 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