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Archegos爆仓风波概念

2,150.61

+14.050.66%

涨家数：4

跌家数：4

平家数：- -

市盈率：- -

高：2,151.23

开：2,130.38

低：2,106.81

收：2,136.56

成交量：2,769.76万

成交额：24.28亿

市值：4,551.80亿

流通市值：4,217.55亿

数据加载中...

总览新闻资讯

国际油市：油价下跌约1%；美国和伊朗准备进行新一轮核谈判

高盛上调2026年第四季度油价预期

高盛评"春晚机器人"：硬件显著进步，推动应用普及，未来关键是底层AI

华尔街见闻

华尔街深度解读“特朗普IEEPA关税被否”：下半年关税或下调，退税或变全面刺激，潜在的行业利好

华尔街见闻

春节外围波动，下周大A，悬了？

重磅利好

热门中概股盘前普跌百度、网易跌3% 阿里巴巴跌近2%

媒体-高盛旗下彼得希尔寻求 50 亿美元增持私人股份 - 彭博新闻社

媒体-高盛旗下彼得希尔寻求 50 亿美元增持私人股份 - 彭博新闻社

HEDGEFLOW-高盛：对冲基金选股者在人工智能相关科技股大跌中受挫

立方观察 | 这个春节，AI完成了全民第一课

大河财立方

科网股普跌百度集团(09888)跌6.25% 日前市场监管总局印发《互联网平台反垄断合规指引》

日本的海外资本会“大规模回流”吗？

华尔街见闻

狂砸45亿后，AI大战，进入下半场……

高盛认为央行购金放缓是暂时现象

环球市场播报

高盛——亚马逊公司：2025年第四季度收益（附下载）

外资精华观点

千亿巨头，大举加仓！

中国基金报

独家-消息人士称，贡渥集团管理层收购案对贸易集团的估值约为 50 亿美元

独家-消息人士称，贡渥集团管理层收购案对贸易集团的估值约为 50 亿美元

AI时代的资本弃儿：为什么高瓴加仓阿里、拼多多，却清仓了百度

港股研究社

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10:41","pubTimestamp":1771814463,"startTime":"0","endTime":"0","summary":"华尔街分析认为，尽管政府迅速启动替代关税，但有效税率小幅下降，且7月后政策趋向温和。裁决的核心变量在于高达1800亿美元的潜在退税，其中约1200亿美元或转化为中期选举前的中产阶级刺激款项。由于通胀传导已基本完成，该裁决对经济增长和物价的直接冲击有限，但可能通过财政扩张支撑经济，并因关税工具受限而导致美元中期走势偏弱。","market":"hk","thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765969","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765969","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1732800096.USD","LU0267386448.USD","BK4552","LU0795875086.SGD","LU2237443895.HKD","LU2471134523.USD","IE0004086264.USD","LU0225283273.USD","LU2237443465.HKD","LU0971096721.USD","LU2471134952.CNY","IE00BSNM7G36.USD","LU1894683264.USD","BK4504","LU1244550221.USD","IE00BFXG1179.USD","LU1548497426.USD",".IXIC",".SPX","NDX","LU0528227936.USD","BK4585","LU2133065610.SGD","LU1868837300.USD","LU1244550577.SGD","LU1868836757.USD","LU1989772923.USD",".DJI","BK4213","IE00B19Z3581.USD","LU2089284900.SGD","LU0251131958.USD","LU0251142724.SGD","LU1074936037.SGD","LU1804176565.USD","LU2237443382.USD","LU2237443622.USD","LU2347655156.SGD","LU0882574139.USD","LU0234570918.USD","LU2357305700.SGD","IE0002270589.USD","LU0006306889.USD","LU1162221912.USD","LU0742534661.SGD","LU2271345857.HKD","LU1720051108.HKD","BK7001","LU1868836914.USD","LU0048573561.USD","BK4550"],"gpt_icon":1},{"id":"2613222292","title":"春节外围波动，下周大A，悬了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2613222292","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613222292?lang=zh_cn&edition=fundamental","pubTime":"2026-02-22 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50 亿美元增持私人股份 - 彭博新闻社","url":"https://stock-news.laohu8.com/highlight/detail?id=2612264329","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612264329?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 20:30","pubTimestamp":1771590611,"startTime":"0","endTime":"0","summary":"媒体-高盛旗下彼得希尔寻求 50 亿美元增持私人股份 - 彭博新闻社2月20日 - -- 来源链接： https://tinyurl.com/t6s3v3jr -- 注：路透未核实此报导，不保证其准确性(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260220:nL4T3ZG0OT:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443622.USD","LU1868836757.USD","IE0034235188.USD","LU1894683264.USD","LU1668664300.SGD","GSX","LU2237443549.SGD","IE0004091025.USD","LU2750360997.AUD","LU1868836591.USD","BK4552","IE0004086264.USD","LU0742534661.SGD","LU2471134523.USD","BK4585","BK4588","LU0251131958.USD","IE00BFXG1179.USD","LU0251142724.SGD","LU2237443895.HKD","LU1868836914.USD","LU2265009873.SGD","BK4127","LU1804176565.USD","LU0048573561.USD","GS","LU2471134952.CNY","LU2237438978.USD","LU2471134879.HKD","IE0002270589.USD","BK4516","LU1868837136.USD","IE00B19Z3B42.SGD","LU0345770308.USD","LU0096364046.USD","IE00B19Z3581.USD","LU1791807156.HKD","LU0061475181.USD","LU2237443978.SGD","LU2237443465.HKD","LU1868837300.USD","LU1894683348.USD","LU0106831901.USD","IE00BSNM7G36.USD","LU2750360641.GBP","LU2471134796.USD","LU2237443382.USD","BK4550","BK4533","LU0345770993.USD"],"gpt_icon":0},{"id":"2612264326","title":"媒体-高盛旗下彼得希尔寻求 50 亿美元增持私人股份 - 彭博新闻社","url":"https://stock-news.laohu8.com/highlight/detail?id=2612264326","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612264326?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 20:30","pubTimestamp":1771590611,"startTime":"0","endTime":"0","summary":"媒体-高盛旗下彼得希尔寻求 50 亿美元增持私人股份 - 彭博新闻社2月20日 - -- 来源链接： https://tinyurl.com/t6s3v3jr -- 注：路透未核实此报道，不保证其准确性(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260220:nL4S3ZG0OT:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B19Z3B42.SGD","BK4550","BK4552","LU2471134879.HKD","LU1791807156.HKD","LU1868836591.USD","LU2471134952.CNY","LU1868837300.USD","LU0106831901.USD","LU0251131958.USD","IE0034235188.USD","LU2750360641.GBP","IE00B19Z3581.USD","LU0345770308.USD","LU2471134523.USD","LU2471134796.USD","LU1868836914.USD","LU2237438978.USD","LU2237443549.SGD","IE00BFXG1179.USD","BK4533","GSX","LU1894683348.USD","BK4585","LU1804176565.USD","LU1868837136.USD","LU0251142724.SGD","LU0742534661.SGD","LU0048573561.USD","LU2237443382.USD","IE00BSNM7G36.USD","LU0096364046.USD","LU2237443622.USD","BK4127","LU2237443465.HKD","LU2265009873.SGD","IE0004086264.USD","IE0004091025.USD","LU1868836757.USD","BK4588","LU2237443895.HKD","LU2750360997.AUD","GS","LU0345770993.USD","IE0002270589.USD","LU1668664300.SGD","LU2237443978.SGD","BK4516","LU1894683264.USD","BK4504"],"gpt_icon":0},{"id":"2612614332","title":"HEDGEFLOW-高盛：对冲基金选股者在人工智能相关科技股大跌中受挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2612614332","media":"路透中文","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612614332?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 20:12","pubTimestamp":1771589521,"startTime":"0","endTime":"0","summary":"路透周五看到的一份高盛GS.N客户报告显示，随着今年人工智能软件相关科技股的持续大跌，对冲基金选股人经历了自2022年上半年以来最糟糕的三周之一。对冲基金本月净卖出美国股票的速度是 2025 年 3 月以来最快的，高盛报告称，该报告于周四发布给客户。高盛表示，对冲基金也转而看空美国消费类公司，包括那些销售被认为是必需品的产品的公司，以及那些提供商品和服务的公司，这些公司在消费者有多余现金挥霍时会从中受益。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260220:nL4T3ZG0O2:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1791807156.HKD","GSX","LU0251131958.USD","IE00B19Z3581.USD","BK4533","IE0002270589.USD","LU1868836757.USD","LU2471134523.USD","LU1868836914.USD","LU2750360641.GBP","BK4127","IE0004086264.USD","LU0742534661.SGD","LU2237443382.USD","LU2237443895.HKD","LU2237443978.SGD","LU2471134952.CNY","LU2471134796.USD","LU2265009873.SGD","LU1868837136.USD","LU2237443622.USD","LU1804176565.USD","IE00B19Z3B42.SGD","LU1868837300.USD","IE0034235188.USD","LU0061475181.USD","LU2237438978.USD","LU2750360997.AUD","LU0106831901.USD","BK4552","LU1868836591.USD","BK4504","IE0004091025.USD","LU0251142724.SGD","LU1894683348.USD","LU2471134879.HKD","IE00BSNM7G36.USD","IE00BFXG1179.USD","BK4585","LU0345770308.USD","LU2237443549.SGD","BK4516","BK4588","LU2237443465.HKD","LU1668664300.SGD","LU1894683264.USD","LU0345770993.USD","BK4550","LU0096364046.USD","LU0048573561.USD"],"gpt_icon":0},{"id":"2612653362","title":"立方观察 | 这个春节，AI完成了全民第一课","url":"https://stock-news.laohu8.com/highlight/detail?id=2612653362","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612653362?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 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14:59","pubTimestamp":1771570742,"startTime":"0","endTime":"0","summary":"据统计，仅阿里、腾讯、百度三家的红包投入就超45亿元，这场AI大战，也是实打实的“烧钱大战”，背后，是所有玩家对AI国民级入口的激烈争夺。春节期间的AI大战，看起来已经落幕，但其实，行业的竞争正在悄悄进入下半场。拉长周期来看，AI对商业社会的重构，才刚刚开始……","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220151317a70c9a6c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:18","pubTimestamp":1771568280,"startTime":"0","endTime":"0","summary":"高盛集团于周五表示，尽管近期受价格波动加剧影响，各国央行的黄金购买节奏有所放缓，但这一现象极有可能是暂时的。原因在于，大型新兴市场央行的黄金配置比例仍远低于其目标水平。　　高盛指出，其与各国央行的沟通显示，外汇储备管理者仍有意增持黄金，以对冲地缘政治及金融风险，只是倾向于推迟购买，直至金价企稳。　　高盛仍认为，黄金的中期走势为上行，但过程中可能伴随较高的波动性。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-20/doc-inhnmvnq3137520.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1868836591.USD","LU0251131958.USD","LU1804176565.USD","LU0048573561.USD","LU2237443549.SGD","IE00B19Z3B42.SGD","LU2471134796.USD","BK4533","LU2750360641.GBP","LU1668664300.SGD","LU1868836757.USD","LU1791807156.HKD","LU2237443895.HKD","LU1868837300.USD","LU2471134952.CNY","IE0002270589.USD","BK4585","LU1894683348.USD","LU1894683264.USD","LU2237443622.USD","IE00BFXG1179.USD","IE00BSNM7G36.USD","LU0061475181.USD","LU0345770993.USD","LU0742534661.SGD","LU2265009873.SGD","LU2237443382.USD","BK4516","BK4552","IE0004086264.USD","BK4550","LU0345770308.USD","IE0034235188.USD","LU0251142724.SGD","LU1868836914.USD","LU2471134523.USD","LU2237438978.USD","LU2471134879.HKD","LU1868837136.USD","GSX","LU0096364046.USD","BK4127","BK4588","BK4504","LU0106831901.USD","LU2237443978.SGD","LU2237443465.HKD","LU2750360997.AUD","IE00B19Z3581.USD","IE0004091025.USD"],"gpt_icon":0},{"id":"2612230677","title":"高盛——亚马逊公司：2025年第四季度收益（附下载）","url":"https://stock-news.laohu8.com/highlight/detail?id=2612230677","media":"外资精华观点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612230677?lang=zh_cn&edition=fundamental","pubTime":"2026-02-20 09:32","pubTimestamp":1771551120,"startTime":"0","endTime":"0","summary":"免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载高盛——亚马逊公司：2025年第四季度收益精华翻译高盛观点：亚马逊2025年第四季度财报呈现喜忧参半的局面，预计股价初期将出现负面反应。业绩数据：2025年第四季度总营收同比增长14%至2134亿美元，高于高盛预期的2123亿美元和市场共识预期的2116亿美元；GAAP息税前利润250亿美元，与高盛预期持平，略低于市场共识预期的251亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220094215a4b4ed07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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50 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2612406126","media":"路透中文","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612406126?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 18:27","pubTimestamp":1771496834,"startTime":"0","endTime":"0","summary":"独家-消息人士称，贡渥集团管理层收购案对贸易集团的估值约为 50 亿美元Dmitry Zhdannikov. 路透伦敦2月19日 - 根据两位消息人士和路透社对该交易通过向员工提供贷款融资的计算，大宗商品交易商贡渥集团的管理层收购使该集团的估值约为 50 亿美元。贡渥集团上一次披露股权价值是在 2024 年，当时的报告显示其股权价值为 65 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17:51","pubTimestamp":1771494695,"startTime":"0","endTime":"0","summary":"在 2025 年第四季度这份至关重要的窗口期报告中，高瓴选择逆势增持阿里巴巴与拼多多，同时坚决清仓百度。阿里和拼多多所处的位置，并不是\"AI 能力展示台”，而是交易密度极高、反馈极快的商业系统。用户甚至未必意识到 AI 的存在，但平台的整体效率却在持续提升。对于平台而言，这意味着 AI 的边际成本极低，而边际收益极高。因此，高瓴增持阿里与拼多多，本质上是押注 AI 在“闭环场景”中的变现能力远胜于“开放场景”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219175737a4b2fbd0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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