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美银坚定看多IBM：目标价升至335美元，高利润软件与现金流成核心支撑
美银坚定看多IBM：目标价升至335美元，高利润软件与现金流成核心支撑
美国财长贝森特：欧洲国家不会“卖美债”，最早下周公布新美联储主席
美国财长贝森特：欧洲国家不会“卖美债”，最早下周公布新美联储主席
ChatGPT植入广告、疯狂挖角Meta员工，OpenAI越来越像Facebook了？
ChatGPT植入广告、疯狂挖角Meta员工，OpenAI越来越像Facebook了？
银行业绩交卷，但华尔街认为真正的考验尚未到来
银行业绩交卷，但华尔街认为真正的考验尚未到来
特朗普“黄金时代”的双重定价：股市狂欢与黄金焦虑并行
特朗普“黄金时代”的双重定价：股市狂欢与黄金焦虑并行
出通10个月流动性问题显现，研发利好能否推动科笛-B止跌？
出通10个月流动性问题显现，研发利好能否推动科笛-B止跌？
葛兰素史克与RAPT Therapeutics达成收购协议
葛兰素史克与RAPT Therapeutics达成收购协议
单周狂飙27%！Figure Technology股价创新高，大行集体上调目标价
单周狂飙27%！Figure Technology股价创新高，大行集体上调目标价
“木头姐”的2026展望：“里根经济学”升级版，美股继续“黄金时代”，美元走高压制黄金
“木头姐”的2026展望：“里根经济学”升级版，美股继续“黄金时代”，美元走高压制黄金
瑞银表示，这些股票正引领量子计算领域的“重大突破”
瑞银表示，这些股票正引领量子计算领域的“重大突破”
2026年中国互联网：字节倒逼之下，大厂AI入口争夺战全面打响
2026年中国互联网：字节倒逼之下，大厂AI入口争夺战全面打响
港股期权｜腾讯认购合约押注660港元，泡泡玛特一张CALL狂飙1191%
港股期权｜腾讯认购合约押注660港元，泡泡玛特一张CALL狂飙1191%
现货黄金拉升创新高，黄金概念股夜盘普涨
现货黄金拉升创新高，黄金概念股夜盘普涨
重磅更新！PolarDB数据库全面内化AI能力
重磅更新！PolarDB数据库全面内化AI能力
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Mohan发表研报，将$IBM$目标价从315美元上调至335美元，同时维持“买入”评级。该行表示，IBM拥有强劲的自由现金流前景，同时高利润率软件业务占比提升，这将抵消短期面临的不利因素。分析师预测，在IBM于当地时间1月28日公布2025财年第四季度财报时，人员结构调整措施可能导致税前利润率有所收窄。展望2026年，美银预计IBM营收增幅将达到5%，增长动力主要来自软件业务的强劲表现，以及基础设施业务的温和增长。","market":"us","thumbnail":"https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["159399","IBM"],"symbols_score_info":{"159399":1.5,"IBM":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false},{"id":"1118410836","title":"美国财长贝森特：欧洲国家不会“卖美债”，最早下周公布新美联储主席","url":"https://stock-news.laohu8.com/highlight/detail?id=1118410836","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1118410836?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:34","pubTimestamp":1768894474,"startTime":"0","endTime":"0","summary":"1月20日，美国财长贝森特表示，目前有四位出色的候选人角逐美联储职位，预计最早下周就会宣布。","market":"us","thumbnail":"https://static.tigerbbs.com/c85ac2a98c15709b7ed04c9acb15f7c1","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c85ac2a98c15709b7ed04c9acb15f7c1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ba53130fb5d9716584380471151a2950","theme_name":"🔥热榜No.40 · 美国财长贝森特透露美联储主席候选人名单及预计宣布时间","theme_type":2,"isJumpTheme":false,"symbols":[".DJI"],"symbols_score_info":{".DJI":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"2604162698","title":"ChatGPT植入广告、疯狂挖角Meta员工，OpenAI越来越像Facebook了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2604162698","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2604162698?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:31","pubTimestamp":1768894263,"startTime":"0","endTime":"0","summary":"在面临巨额研发成本与商业化压力的背景下，OpenAI正不得不采取其首席执行官山姆·奥特曼曾经试图避免的策略：引入广告模式。随着大量Meta前员工的加入以及商业模式的转变，这家人工智能巨头似乎正在偏离其最初的非营利愿景，转而向类似Facebook（现Meta）的商业巨头靠拢。","market":"hk","thumbnail":"https://static.tigerbbs.com/bf31e5a2ea5c40f9fab4d1b4548dc76d","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/bf31e5a2ea5c40f9fab4d1b4548dc76d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["META"],"symbols_score_info":{"META":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"1163843769","title":"银行业绩交卷，但华尔街认为真正的考验尚未到来","url":"https://stock-news.laohu8.com/highlight/detail?id=1163843769","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1163843769?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:30","pubTimestamp":1768894217,"startTime":"0","endTime":"0","summary":"在美国大型银行接连给出乐观业绩指引后，华尔街为好于预期的第四季度财报季奠定了基础。银行板块率先释放的积极信号，不仅提振了市场整体情绪，也被视为未来几周工业、消费、医疗保健以及科技板块财报表现的重要前瞻。从行业层面看，华尔街六大银行合计创造了创纪录的5930亿美元营收，预计2024年第四季度基础利润将同比增长8%，达到1570亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GS","BK","JPM","WFC","C","MS","BAC"],"symbols_score_info":{"GS":2,"BK":2,"JPM":2,"WFC":2,"C":2,"MS":2,"BAC":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"express","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1160270903","title":"特朗普“黄金时代”的双重定价：股市狂欢与黄金焦虑并行","url":"https://stock-news.laohu8.com/highlight/detail?id=1160270903","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1160270903?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:30","pubTimestamp":1768894206,"startTime":"0","endTime":"0","summary":"唐纳德·特朗普在2025年1月20日开启第二个总统任期时，承诺为美国带来一个“黄金时代”。4月2日，特朗普宣布“解放日”，并对进口商品征收高额关税，短期内引发股市下挫、国债市场流动性紧张，对冲基金被迫平仓交易，财政部甚至接到来自债券交易员的风险提示。特朗普随后暂缓关税执行，并公开承认债券市场“非常难以捉摸”。如果说股市体现的是对特朗普政策短期效果的认可，那么黄金则映射出对其长期后果的疑虑。","market":"us","thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NDX",".DJI",".SPX","XAUUSD.FOREX"],"symbols_score_info":{"NDX":2,".DJI":2,".SPX":2,"XAUUSD.FOREX":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1132275829","title":"出通10个月流动性问题显现，研发利好能否推动科笛-B止跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1132275829","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/1132275829?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:13","pubTimestamp":1768893185,"startTime":"0","endTime":"0","summary":"截至1月19日，科笛的港股股价年初至今涨幅超过7%。“出通”问题显现，流动性“难题”何时解?财报显示，科笛当期总营收同比增加约103%，当期毛利为同比增加约102.0%;与此同时公司对应净亏损同比收窄77.91%。而在安全性方面， CU-20101的整体安全性良好，未发生导致提前退出试验或导致死亡的不良事件，且未发生治疗有关的严重不良事件。CU-20101与BOTOX的安全性评估情况相近，未出现新的安全性信号。","market":"hk","thumbnail":"https://static.tigerbbs.com/4db936c7906032b38d74902f8c349973","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4db936c7906032b38d74902f8c349973"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["02487"],"symbols_score_info":{"02487":1.5},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false},{"id":"1117194686","title":"葛兰素史克与RAPT Therapeutics达成收购协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1117194686","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1117194686?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:11","pubTimestamp":1768893065,"startTime":"0","endTime":"0","summary":"1月20日，RAPT Therapeutics美股夜盘飙升近20%！葛兰素史克(GSK.N)：将以每股58美元收购Rapt，股权价值为22亿美元。预计前期投入资金为19亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GSK","RAPT"],"symbols_score_info":{"RAPT":1,"GSK":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1158392554","title":"单周狂飙27%！Figure Technology股价创新高，大行集体上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1158392554","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/1158392554?lang=zh_cn&edition=full","pubTime":"2026-01-20 14:57","pubTimestamp":1768892249,"startTime":"0","endTime":"0","summary":"金融科技公司$Figure Technology Solutions$ Inc.上周股价飙升27.2%，创下76.57美元的历史新高。此前，两家投资机构相继上调其股票目标价。鉴于Figure Technology的消费者贷款市场总额超出预期20%，投资公司Piper Sandler将目标价从64美元大幅上调至75美元，并重申“跑赢大盘”评级。仅12月单月，该数额就达到8.69亿美元，同比增幅高达133.6%。鉴于强劲业绩，Piper Sandler将公司2025年第四季度的每股收益预期上调了34%，并将2026年及2027年的预期分别上调了18%。不过，该目标价仍较公司周五73.91美元的收盘价低约13.4%。","market":"us","thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["FIGR"],"symbols_score_info":{"FIGR":1.5},"source_rank":0,"column":"","sentiment":"2","news_tag":"shareholding","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"highlight_zhitongcaijin","isHighRisk":false},{"id":"2604165974","title":"“木头姐”的2026展望：“里根经济学”升级版，美股继续“黄金时代”，美元走高压制黄金","url":"https://stock-news.laohu8.com/highlight/detail?id=2604165974","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2604165974?lang=zh_cn&edition=full","pubTime":"2026-01-20 14:45","pubTimestamp":1768891545,"startTime":"0","endTime":"0","summary":"Cathie Wood在致投资者信中表示，预计未来几年美国名义GDP增长率将维持在6%至8%的区间，随着放松管制、减税、稳健的货币政策以及创新技术的融合，美国股市将迎来另一个“黄金时代”。她预测美国投资回报率的相对优势将推动美元汇率大幅走高，重演1980年代美元几乎翻倍的行情，并警告美元的走强将压制金价。","market":"hk","thumbnail":"https://static.tigerbbs.com/f3c19753415c7e85bc181d617e3736e8","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/f3c19753415c7e85bc181d617e3736e8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"feb650e1aab7b70799bc77581cd10be8","theme_name":"🔥热榜No.14 · “木头姐”Cathie Wood发布2026年美股黄金时代与美元走强展望","theme_type":2,"isJumpTheme":false,"symbols":["ARKK"],"symbols_score_info":{"ARKK":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":"1196588179","title":"瑞银表示，这些股票正引领量子计算领域的“重大突破”","url":"https://stock-news.laohu8.com/highlight/detail?id=1196588179","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1196588179?lang=zh_cn&edition=full","pubTime":"2026-01-20 14:06","pubTimestamp":1768889205,"startTime":"0","endTime":"0","summary":"尽管进展缓慢且挑战重重，但我们正开始见证量子领域出现的重大突破。她指出，超导和离子阱量子比特是当前最先进的类型，这使得量子计算领域的领导地位仅集中于少数几家企业。瑞银表示，Alphabet旗下的谷歌一直是量子计算领域的“先驱”，目前在软件和量子纠错方面处于领先地位，其2024年12月发布的量子芯片Willow取得的突破尤为关键。过去一年间，量子计算领域的小型企业股价经历了大幅上涨后又急剧下跌，波动性远超大盘。","market":"us","thumbnail":"https://static.tigerbbs.com/40a4820d372a832722f92be766fb7e16","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/40a4820d372a832722f92be766fb7e16"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["QTUM"],"symbols_score_info":{"QTUM":1.5},"source_rank":0,"column":"","sentiment":"2","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1177736199","title":"2026年中国互联网：字节倒逼之下，大厂AI入口争夺战全面打响","url":"https://stock-news.laohu8.com/highlight/detail?id=1177736199","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/1177736199?lang=zh_cn&edition=full","pubTime":"2026-01-20 13:37","pubTimestamp":1768887420,"startTime":"0","endTime":"0","summary":"高盛认为，字节跳动在AI、电商与本地服务的全面突破，正倒逼阿里、腾讯等巨头加码To-C AI，围绕“AI超级入口”展开正面竞争，同时死守核心市场。高盛认为，2026年将是中国互联网巨头的战略转折年——企业将加大AI面向消费者的投资，围绕 “AI超级入口” 展开竞争，同时更集中精力捍卫各自的核心第一地位。作为2025年盈利达500亿美元的中国互联网盈利龙头，字节跳动的多点突破直接改写了行业竞争规则。","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":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["00700","BABA","PDD"],"symbols_score_info":{"00700":2,"BABA":2,"PDD":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false},{"id":"1134098478","title":"港股期权｜腾讯认购合约押注660港元，泡泡玛特一张CALL狂飙1191%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134098478","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1134098478?lang=zh_cn&edition=full","pubTime":"2026-01-20 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