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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
港股大模型“双雄”持续走高，MINIMAX-WP涨超27%，智谱涨超20%
港股大模型“双雄”持续走高，MINIMAX-WP涨超27%，智谱涨超20%
“龙虾”狂潮，“Token”爆炸，吹得动中概“BAT”吗？
“龙虾”狂潮，“Token”爆炸，吹得动中概“BAT”吗？
港股电力设备股涨幅居前，哈尔滨电气涨近11%，东方电气、威胜控股、金风科技涨超8%
港股电力设备股涨幅居前，哈尔滨电气涨近11%，东方电气、威胜控股、金风科技涨超8%
港股“Token第一股”迅策午后回升，现拉升涨超3%，此前盘中跌超9%
港股“Token第一股”迅策午后回升，现拉升涨超3%，此前盘中跌超9%
港股存储概念板块持续上涨，南方两倍做多三星电子、南方两倍做多海力士双双涨超16%
港股存储概念板块持续上涨，南方两倍做多三星电子、南方两倍做多海力士双双涨超16%
黄仁勋喊出“1万亿”，为何英伟达依旧难涨？
黄仁勋喊出“1万亿”，为何英伟达依旧难涨？
微软拟起诉亚马逊与OpenAI：500亿美元云合作涉嫌违约
微软拟起诉亚马逊与OpenAI：500亿美元云合作涉嫌违约
港股AI应用股午后拉升，MINIMAX-WP涨超14%，金山云大涨超13%，智谱涨超9%
港股AI应用股午后拉升，MINIMAX-WP涨超14%，金山云大涨超13%，智谱涨超9%
期权聚焦 | 美光财报将至，大单构建看跌价差押注或对冲绩后难以大涨；远月大单则激进看涨至620-750美元
期权聚焦 | 美光财报将至，大单构建看跌价差押注或对冲绩后难以大涨；远月大单则激进看涨至620-750美元
百度“养虾”的隔离法拆解
百度“养虾”的隔离法拆解
港股期权 | 理想跌超6%，看跌期权成交活跃；中海油跌超3%，put成交放量
港股期权 | 理想跌超6%，看跌期权成交活跃；中海油跌超3%，put成交放量
阿里云AI算力和存储产品最高涨价34%
阿里云AI算力和存储产品最高涨价34%
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2620280315","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2620280315","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2620280315?lang=zh_cn&edition=full","pubTime":"2026-03-18 15:45","pubTimestamp":1773819927,"startTime":"0","endTime":"0","summary":"在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["YMmain","NDX","MNQmain","MNQ2612","ESmain","MNQ2603","NQmain",".SPX",".IXIC",".DJI"],"symbols_score_info":{"YMmain":2,"NDX":2,"MNQmain":2,"MNQ2612":2,"ESmain":2,"MNQ2603":2,"NQmain":2,".SPX":2,".IXIC":2,".DJI":2},"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":"1174285115","title":"百度AI算力、文件存储等产品涨价，最高达30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174285115","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1174285115?lang=zh_cn&edition=full","pubTime":"2026-03-18 15:43","pubTimestamp":1773819801,"startTime":"0","endTime":"0","summary":"预计于4月18日正式生效。","market":"hk","thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c00319b58dbca94ccff33ebabce95ff7","theme_name":"热榜No.2 · 百度智能云宣布AI算力及存储产品价格调整，涨幅最高达30%","theme_type":2,"isJumpTheme":false,"symbols":["09888","BIDU"],"symbols_score_info":{"09888":2,"BIDU":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2620280001","title":"伊朗战争要是打久了，那就远不只是油价暴涨的事了","url":"https://stock-news.laohu8.com/highlight/detail?id=2620280001","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2620280001?lang=zh_cn&edition=full","pubTime":"2026-03-18 15:30","pubTimestamp":1773819028,"startTime":"0","endTime":"0","summary":"美银最新研报将伊朗战争拆解为四大情景：布伦特原油2026年均价从70美元到130美元逐级抬升，极端情景峰值直指240美元。冲击远不止油气——铝厂停产难逆转、硫磺断供威胁非洲铜矿、尿素飙涨30%撬动全球粮价、欧洲天然气库存逼近2022年危险低点。美银直言，远端合约、跨品种价差与波动率结构，市场至少三处\"没定够价\"。","market":"other","thumbnail":"https://community-static.tradeup.com/news/61195b2ae2f866f44698e8cbfd1d5d1c","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/61195b2ae2f866f44698e8cbfd1d5d1c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"14b276952a6b46a2a5e9067b5afd7fce","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GCmain","DVN","PSX","XOM","CVX","MPC","BZmain","MGC2602","MUR","COP","SLB","HAL","PBR","USEG","CLmain","XAUUSD.FOREX","00857","MGCmain","EQNR","00883","BKR","OXY","BP","INDO","SHEL","PBF","00386","VLO","DUG"],"symbols_score_info":{"GCmain":2,"DVN":2,"PSX":2,"XOM":2,"CVX":2,"MPC":2,"BZmain":2,"MGC2602":2,"MUR":2,"COP":2,"SLB":2,"HAL":2,"PBR":2,"USEG":2,"CLmain":2,"XAUUSD.FOREX":2,"00857":2,"MGCmain":2,"EQNR":2,"00883":2,"BKR":2,"OXY":2,"BP":2,"INDO":2,"SHEL":2,"PBF":2,"00386":2,"DUG":1.5,"VLO":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1110645586","title":"港股大模型“双雄”持续走高，MINIMAX-WP涨超27%，智谱涨超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110645586","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1110645586?lang=zh_cn&edition=full","pubTime":"2026-03-18 14:45","pubTimestamp":1773816359,"startTime":"0","endTime":"0","summary":"3月18日，港股大模型“双雄”持续走高，$MINIMAX-WP(00100)$涨超27%，$智谱(02513)$涨超20%。MINIMAX-WP发布新一代大模型M2.73月18日，MiniMax发布新一代Agent旗舰大模型M2.7，首次展示“模型自我进化”路径。该模型通过构建Agent Harness体系，深度参与自身训练与优化流程，在部分研发场景中可承担30%-50%的工作量，并在内部评测集上实现约30%的效果提升。","market":"us","thumbnail":"https://community-static.tradeup.com/news/a377d88df23e892ea30aeeec372aa955","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/a377d88df23e892ea30aeeec372aa955"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00100","02513"],"symbols_score_info":{"00100":1.5,"02513":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},{"id":"2620601282","title":"“龙虾”狂潮，“Token”爆炸，吹得动中概“BAT”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2620601282","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2620601282?lang=zh_cn&edition=full","pubTime":"2026-03-18 14:36","pubTimestamp":1773815799,"startTime":"0","endTime":"0","summary":"阿里云涨价34%背后，开源AI框架\"小龙虾\"正掀Token消耗革命。中国主流AI模型的输出定价普遍低于OpenAI GPT-5.4的20%，大多数甚至不足10%。瑞银、巴克莱认为，算力短缺加剧、云服务需求激增、中国企业AI SaaS变现模式呼之欲出，腾讯、阿里、百度等中概核心标的将是最直接的受益者。","market":"nz","thumbnail":"https://community-static.tradeup.com/news/9083842b0ddf3eeb40b3b68d98505d34","type":1,"news_type":1,"thumbnails":["https://community-static.tradeup.com/news/9083842b0ddf3eeb40b3b68d98505d34"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"14b276952a6b46a2a5e9067b5afd7fce","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700","02513","BIDU","00100"],"symbols_score_info":{"00700":0.9,"02513":0.82,"BIDU":0.71,"00100":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":"1108017582","title":"港股电力设备股涨幅居前，哈尔滨电气涨近11%，东方电气、威胜控股、金风科技涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108017582","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1108017582?lang=zh_cn&edition=full","pubTime":"2026-03-18 14:14","pubTimestamp":1773814471,"startTime":"0","endTime":"0","summary":"3月18日，电力设备股涨幅居前，$哈尔滨电气(01133)$涨近11%，$东方电气(01072)$、$威胜控股(03393)$、$金风科技(02208)$涨超8%，$潍柴动力(02338)$涨超4%","market":"us","thumbnail":"https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ee293fe5629ee0ea9f80cfafff4b2fa4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["01072","02208","01133","03393"],"symbols_score_info":{"01072":1.5,"02208":1.5,"01133":1.5,"03393":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},{"id":"1115692880","title":"港股“Token第一股”迅策午后回升，现拉升涨超3%，此前盘中跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115692880","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1115692880?lang=zh_cn&edition=full","pubTime":"2026-03-18 13:58","pubTimestamp":1773813498,"startTime":"0","endTime":"0","summary":"3月18日，港股“Token第一股”$迅策(03317)$午后回升，现拉升涨超3%，此前盘中跌超9%。据知情人士透露，$阿里(BABA)$云此轮涨价的重要原因是“Token调用量暴涨”","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["03317"],"symbols_score_info":{"03317":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},{"id":"1102152190","title":"港股存储概念板块持续上涨，南方两倍做多三星电子、南方两倍做多海力士双双涨超16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102152190","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1102152190?lang=zh_cn&edition=full","pubTime":"2026-03-18 13:50","pubTimestamp":1773813021,"startTime":"0","endTime":"0","summary":"3月18日，存储概念持续上涨，$南方两倍做多三星电子(07747)$、$南方两倍做多海力士(07709)$双双涨超16%，$兆易创新(03986)$涨超12%，$澜起科技(06809)$涨近10%","market":"us","thumbnail":"https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["07747","07709"],"symbols_score_info":{"07747":1.5,"07709":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},{"id":"2620358286","title":"黄仁勋喊出“1万亿”，为何英伟达依旧难涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2620358286","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2620358286?lang=zh_cn&edition=full","pubTime":"2026-03-18 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