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编组备份
美军首度打击三艘伊朗油轮，霍尔木兹海峡冲突从“炸设施”升级到“断运输”
美军首度打击三艘伊朗油轮，霍尔木兹海峡冲突从“炸设施”升级到“断运输”
美银Hartnett：“民主党中选横扫”将打崩美股，戳破AI泡沫
美银Hartnett：“民主党中选横扫”将打崩美股，戳破AI泡沫
高盛合伙人：夏季结束了，市场焦点都在“债市风暴”，而美股恐慌指数已跌至特朗普任期低点
高盛合伙人：夏季结束了，市场焦点都在“债市风暴”，而美股恐慌指数已跌至特朗普任期低点
摩根士丹利：微软为AI时代重塑业务架构，重申“增持“评级
摩根士丹利：微软为AI时代重塑业务架构，重申“增持“评级
ETF周报 | 2倍做多Robinhood ETF涨超34%；二倍做多彭博原油ETF涨超11%；三倍做多半导体ETF涨超5%；加密与油气链条杠杆居前
ETF周报 | 2倍做多Robinhood ETF涨超34%；二倍做多彭博原油ETF涨超11%；三倍做多半导体ETF涨超5%；加密与油气链条杠杆居前
“个性化癌症疫苗”突破！“肿瘤测序”站上风口
“个性化癌症疫苗”突破！“肿瘤测序”站上风口
下周美国CPI会触发9月加息吗？美银、花旗给出两个相反剧本
下周美国CPI会触发9月加息吗？美银、花旗给出两个相反剧本
港股AI应用怎么选？德适-B：高增速+强壁垒的垂直AI稀缺标的
港股AI应用怎么选？德适-B：高增速+强壁垒的垂直AI稀缺标的
谁将赢得“史上最大IPO”投行竞赛？Anthropic接近选择大摩和高盛
谁将赢得“史上最大IPO”投行竞赛？Anthropic接近选择大摩和高盛
美军打击三艘伊朗油轮，报复伊朗革命卫队的袭击
美军打击三艘伊朗油轮，报复伊朗革命卫队的袭击
全球最强GPT-6 Astra来了！人类进入AGI时代
全球最强GPT-6 Astra来了！人类进入AGI时代
花旗：霍尔木兹海峡预计Q4重开，上调黄金短期目标价至4800美元
花旗：霍尔木兹海峡预计Q4重开，上调黄金短期目标价至4800美元
估值2万亿！Anthropic 或成史上最大IPO，10月启动路演，11月中期选举前挂牌
估值2万亿！Anthropic 或成史上最大IPO，10月启动路演，11月中期选举前挂牌
美国8月非农表面强劲，实际有多少“水分”？
美国8月非农表面强劲，实际有多少“水分”？
强劲非农冲击下加息预期升温、美债遭遇抛售，美股为何不受影响？
强劲非农冲击下加息预期升温、美债遭遇抛售，美股为何不受影响？
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{"tab":"top","data":{"topNews":{"listData":[{"id":"2665369116","title":"美军首度打击三艘伊朗油轮，霍尔木兹海峡冲突从“炸设施”升级到“断运输”","url":"https://stock-news.laohu8.com/highlight/detail?id=2665369116","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2665369116?lang=zh_cn&edition=full","pubTime":"2026-09-06 11:50","pubTimestamp":1788666642,"startTime":"0","endTime":"0","summary":"美伊军事冲突本周发生性质跃迁。随着美军打击目标首次从沿岸军事设施转向航行中的原油运输船只，标志着美伊交锋从\"打击产能与设施\"正式升级至\"打击运输通道\"，市场焦点也随之从\"伊朗减产多少\"切换至\"美军是否要系统性切断伊朗原油运输\"，全球原油定价逻辑面临重估。","market":"hk","thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":true,"symbols":["CLmain","BZmain","BWET","BOAT"],"symbols_score_info":{"BWET":1.5,"CLmain":2,"BOAT":1.5,"BZmain":2},"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":"2665369641","title":"美银Hartnett：“民主党中选横扫”将打崩美股，戳破AI泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=2665369641","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2665369641?lang=zh_cn&edition=full","pubTime":"2026-09-06 10:52","pubTimestamp":1788663132,"startTime":"0","endTime":"0","summary":"美银首席策略师Hartnett发出罕见警报：全球债券收益率飙至二十年高位，正成为AI资本支出狂潮的致命威胁。更大变数在于——Polymarket显示民主党横扫两院概率已升至50%，一旦成真，美股或跌逾10%，AI泡沫随时引爆，而华尔街对此几乎毫无准备。","market":"sg","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":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NDX",".DJI",".IXIC",".SPX","QTOC","AGIX","AIPO","ARTY","CHAT","VTHR","07266","03086","DIA","SDS","SPY","SPYQ","NOCT","PSQ","VOO","QLD","SMAX","DXD","SQQQ","03034","SDOW","SPXS","DDM","QDEC","UPRO","QQQX","TQQY","09086","07261","SSO","TQQQ","07568","NJUL","SPYM","03455","SPXU","09834","IVV","YSPY","07522","SPXL","QMAR","SPYH","SPYU","HIBL","SPDN","SPUU","02834","NJAN","GPIQ","MMAX","QID","QQQM","SH","DMAX","NAPR","DOG","QQQ","UDOW"],"symbols_score_info":{"07266":0.6,"03086":0.6,"DIA":0.6,"QTOC":1.5,"SDS":0.6,"SPY":0.6,"SPYQ":0.6,"NOCT":0.6,"AGIX":1.5,"AIPO":1.5,"PSQ":0.6,"VOO":0.6,"QLD":0.6,"SMAX":0.6,"DXD":0.6,"SQQQ":0.6,"03034":0.6,"SDOW":0.6,"SPXS":0.6,"DDM":0.6,"QDEC":0.6,"UPRO":0.6,"NDX":2,"QQQX":0.6,"TQQY":0.6,"09086":0.6,"07261":0.6,"SSO":0.6,"TQQQ":0.6,"07568":0.6,"ARTY":1.5,"CHAT":1.5,"NJUL":0.6,"SPYM":0.6,"03455":0.6,"VTHR":1.5,"SPXU":0.6,"09834":0.6,"IVV":0.6,"YSPY":0.6,"07522":0.6,"SPXL":0.6,"QMAR":0.6,"SPYH":0.6,"SPYU":0.6,".DJI":2,"HIBL":0.6,"SPDN":0.6,"SPUU":0.6,"02834":0.6,"NJAN":0.6,"GPIQ":0.6,"MMAX":0.6,"QID":0.6,"QQQM":0.6,"SH":0.6,"DMAX":0.6,"NAPR":0.6,"DOG":0.6,"QQQ":0.6,".IXIC":2,".SPX":2,"UDOW":0.6},"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":"2665369395","title":"高盛合伙人：夏季结束了，市场焦点都在“债市风暴”，而美股恐慌指数已跌至特朗普任期低点","url":"https://stock-news.laohu8.com/highlight/detail?id=2665369395","media":"华尔街见闻","top":-1,"share":"https://www.laohunote.com/m/news/2665369395?lang=zh_cn&edition=full","pubTime":"2026-09-06 09:49","pubTimestamp":1788659361,"startTime":"0","endTime":"0","summary":"美国债市收益率创历史新高，VIX却跌至特朗普任期低点——高盛合伙人Mark Wilson直指这场\"认知分裂\"的危险：估值已在悄然失血，动能因子腰斩，欧洲防务股跑输基本面25%，AI叙事从\"卖铲\"切向\"用铲\"。VIX低位不代表风险消散，或只是市场尚未找到足够的理由恐慌。","market":"other","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".DJI",".SPX",".IXIC","NDX","XIV","03141","VXZ","07266","03455","UPRO","SPXU","SH","TQQY","SPYH","NOCT","DMAX","TQQQ","QQQ","03034","VOO","NAPR","SPYU","02834","DXD","SQQQ","09141","09834","SPUU","MMAX","QMAR","07568","DDM","SPY","DIA","SSO","SPDN","SDS","QDEC","UDOW","03086","NJUL","DOG","07261","SPYM","NJAN","SMAX","HIBL","YSPY","QID","GPIQ","SPYQ","GSX","SPXL","SPXS","SDOW","PSQ","QQQX","07522","IVV","QQQM","09086","QLD"],"symbols_score_info":{"07266":0.6,"03455":0.6,"UPRO":0.6,".DJI":2,"SPXU":0.6,"SH":0.6,"TQQY":0.6,"SPYH":0.6,"NOCT":0.6,"XIV":1.5,"DMAX":0.6,"TQQQ":0.6,"QQQ":0.6,"03034":0.6,"VOO":0.6,"NAPR":0.6,"SPYU":0.6,".SPX":2,"02834":0.6,"DXD":0.6,"SQQQ":0.6,"09141":0.6,"09834":0.6,"SPUU":0.6,"MMAX":0.6,"QMAR":0.6,"07568":0.6,"DDM":0.6,"SPY":0.6,"DIA":0.6,"SSO":0.6,".IXIC":2,"NDX":2,"SPDN":0.6,"SDS":0.6,"QDEC":0.6,"UDOW":0.6,"03086":0.6,"NJUL":0.6,"DOG":0.6,"07261":0.6,"SPYM":0.6,"03141":1.5,"VXZ":1.5,"NJAN":0.6,"SMAX":0.6,"HIBL":0.6,"YSPY":0.6,"QID":0.6,"GPIQ":0.6,"SPYQ":0.6,"GSX":0.6,"SPXL":0.6,"SPXS":0.6,"SDOW":0.6,"PSQ":0.6,"QQQX":0.6,"07522":0.6,"IVV":0.6,"QQQM":0.6,"09086":0.6,"QLD":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":"2665366088","title":"摩根士丹利：微软为AI时代重塑业务架构，重申“增持“评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2665366088","media":"智通财经","top":-1,"share":"https://www.laohunote.com/m/news/2665366088?lang=zh_cn&edition=full","pubTime":"2026-09-06 08:45","pubTimestamp":1788655514,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利发布研报称，微软宣布在FY27生效对外部报告结构进行广泛调整，将生产力与业务流程、智能云、更多个人计算三个历史运营分部合并为\"Agents and Infra\"与\"Devices and Consumer\"两大新分部，旨在与日益整合的云+AI内部管理方式对齐。大摩重申\"增持\"评级，目标价600美元。微软还将开始提供季度M365云收入美元数，新披露显示该业务在FY26产生了1003亿美元收入。","market":"hk","thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MSFT","IGV","TDIV","NULC","IXN","MSFL","ROM","VGT","MSFC","TYLG","XLK","MSFU","FTEC","GAMR","MSFD","MSFO","MSFW","MSFX","SNPE","CMAG","TTXU","SPTE","CNEQ","EFIV","MSFY","OGIG"],"symbols_score_info":{"IGV":0.6,"TDIV":0.6,"NULC":0.6,"IXN":0.6,"MSFL":0.6,"ROM":0.6,"VGT":0.6,"MSFC":0.6,"TYLG":0.6,"XLK":0.6,"MSFU":0.6,"FTEC":0.6,"GAMR":0.6,"MSFD":0.6,"MSFO":0.6,"MSFT":1.98,"MSFW":0.6,"MSFX":0.6,"SNPE":0.6,"CMAG":0.6,"TTXU":0.6,"SPTE":0.6,"CNEQ":0.6,"EFIV":0.6,"MSFY":0.6,"OGIG":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing","isHighRisk":false,"isVideo":false,"video":null},{"id":"1120467657","title":"ETF周报 | 2倍做多Robinhood ETF涨超34%；二倍做多彭博原油ETF涨超11%；三倍做多半导体ETF涨超5%；加密与油气链条杠杆居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1120467657","media":"ETF周报","top":-1,"share":"https://www.laohunote.com/m/news/1120467657?lang=zh_cn&edition=full","pubTime":"2026-09-06 08:25","pubTimestamp":1788654356,"startTime":"0","endTime":"0","summary":"美股ETF本周涨幅Top52倍做多HOOD ETF-T-REX上涨34.01%。该产品两倍做空MicroStrategy，底层公司股价走强，杠杆机制放大本周跌幅。2倍做空MSTR ETF-T-Rex下跌29.72%。2倍做多PLTR ETF-Direxion下跌13.58%。Teucrium 2x Daily Wheat ETF下跌12.74%。巴西ETF-iShares MSCI上涨6.50%。台湾ETF-iShares MSCI上涨3.97%。三倍做多富时中国ETF-Direxion上涨3.09%。大宗商品ETF涨幅Top 5二倍做多彭博原油ETF上涨11.09%。行业指数ETF涨幅Top 5三倍做多半导体ETF-Direxion Daily上涨5.33%。二倍做多能源ETF-Direxion上涨4.49%。债券ETF涨幅Top 5First Trust Emerging Markets Local Currency Bond ETF上涨0.95%。iShares J.P. Morgan EM Local Currency Bond ETF上涨0.63%。Invesco 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