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Archegos爆倉風波概念

2,156.33

-29.9851-1.37%

漲家數：2

跌家數：6

平家數：- -

市盈率：- -

高：2,185.38

開：2,185.38

低：2,120.41

收：2,186.32

成交量：2,160.48萬

成交額：26.08億

市值：4,383.06億

流通市值：4,204.96億

資料載入中...

總覽新聞資訊

今日市場焦點——9月16日（星期三）

眾泰與哪吒的「復活」棋局為何都把第一步落在了海外？

高盛微升甲骨文目標價至240美元

穩定幣威脅論破產：銀行抵制《清晰法案》實為誤判

高盛另類投資：新一期全球私募股權投資工具已募資117億美元

第6次更新-受襲擊事件和輸油管道停運影響，市場對沙特石油供應的擔憂加劇，油價小幅上漲

美國大型上市零售企業勞氏公司高管在高盛會議上表示，預計今年下半年業績表現將與上半年基本持平。

高盛另類投資：西街資本合夥人第九期基金完成96億美元募資；另類投資募資總額達117億美元

高盛旗下資產管理部門募集了117億美元的私募股權基金

高盛：AI指數較高點回撤近45% 長短動量單日差距創五年之最

观点地产网

百度挖來 DeepMind 核心成員 Qiyin Wu

值得關注的股票：瑞銀、Dave & Buster's、Coinbase

高盛重申Meta「買入」評級，Muse AI智能體被視為新增長催化劑

高盛：AI指數回撤近45%，軟件取代半導體成為短期動量核心

高盛：中國企業出海擴張由周邊走向核心 2035年海外市佔率料升至31%

穩投資從「規模擴張」轉向「結構之變」

雙節親子游臨近唯品會兒童運動裝備消費升温

港股異動 | 部分光通信概念股回暖，中際旭創升逾2%，高盛大幅上調高速光模塊需求預測

高盛：光通信供應鏈需求前景正面中際旭創評級「買入」

Sysco因計劃發行10億美元股票以收購Jetro Restaurant Depot而股價下跌

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21:31","pubTimestamp":1789479099,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛另类投资私募股权宣布，完成多只私募股权基金及相关投资工具募资，合计筹集117亿美元。本次募资主力为最新一期旗舰私募股权投资工具West Street Capital Partners IX及相关投资工具，总募集资金额达96亿美元;专注于泛亚太区的私募股权策略West Street Asia Equity Partners I，迄今募集超过16亿美元，以及相关共同投资工具募集5亿美元。截至6月30日，高盛另类投资管理资产规模达4590亿美元，目标在2030年末将规模提升至7500亿美元。","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":"http://www.zhitongcaijing.com/content/detail/1496496.html","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":"stock_zhitongcaijing","symbols":["LU1868836757.USD","LU1868836914.USD","GSX","LU2237443549.SGD","LU0106831901.USD","LU0048573561.USD","LU2237443622.USD","LU0345770993.USD","LU1868837136.USD","IE00B19Z3581.USD","LU0251131958.USD","LU2237443895.HKD","BK4112","LU2237438978.USD","LU0942090050.USD","BK4552","LU0251142724.SGD","BK4585","BK4588","IE0004086264.USD","IE0034235188.USD","LU1868837300.USD","LU2896262040.SGD","BK4550","BK4533","LU0868494617.USD","LU2237443978.SGD","LU2237443465.HKD","LU1144417596.USD","LU1668664300.SGD","LU1804176565.USD","LU0210536198.USD","LU1894683348.USD","LU1868836591.USD","LU1894683264.USD","LU2237443382.USD","LU2750360997.AUD","IE00BFXG1179.USD","ALTS","LU2471134952.CNY","IALT","BK4504","BK4127","LU0345770308.USD","LU1791807156.HKD","LU0061475181.USD","LU2750360641.GBP","IE0002270589.USD","LQ","IE0004091025.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667640813","title":"第6次更新-受襲擊事件和輸油管道停運影響，市場對沙特石油供應的擔憂加劇，油價小幅上漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2667640813","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667640813?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 21:16","pubTimestamp":1789478203,"startTime":"0","endTime":"0","summary":"周一，也门由伊朗支持的胡塞武装对沙特阿拉伯发动了新一轮袭击 ，与此同时，海湾阿拉伯国家推迟了与伊朗的计划会谈，这加剧了市场对石油供应的担忧。此前，沙特阿拉伯于上周五遭到袭击，利雅得方面指责这是伊朗在伊拉克支持的武装分子所为，袭击导致该国东西输油管道中断。据买家和交易商称，除非东西向输油管道恢复运营，否则沙特阿拉伯可用于出口的原油  可能在数日内耗尽。该输油管道遭袭威胁到了全球石油供应量的4%。","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:20260915:nL4T4570XN:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1804176565.USD","LU2896262040.SGD","LU1791807156.HKD","BK4588","LU0942090050.USD","LU1868836757.USD","LU2237443978.SGD","LU2471134523.USD","GSX","LU1868836591.USD","LU1894683348.USD","LU0345770993.USD","BK4552","LU0061475181.USD","IE00B19Z3581.USD","LU2237443465.HKD","LU0345770308.USD","LU0742534661.SGD","LU0251142724.SGD","LU2750360641.GBP","LU0106831901.USD","LU0868494708.USD","IE00B19Z3B42.SGD","LU0868494617.USD","IE00BFXG1179.USD","LU1668664300.SGD","LU1894683264.USD","LU2237443622.USD","LU2237443549.SGD","BK4550","LU2750360997.AUD","LU2237443382.USD","BK4127","LU1868837136.USD","LU2471134952.CNY","BK4585","LU2471134879.HKD","LU0251131958.USD","LU0048573561.USD","LU0210536198.USD","IE0004086264.USD","IE0002270589.USD","LU1868836914.USD","IE0034235188.USD","LU1144417596.USD","LU2471134796.USD","BK4504","LU2265009873.SGD","LU2237443895.HKD","BK4533"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667647883","title":"美國大型上市零售企業勞氏公司高管在高盛會議上表示，預計今年下半年業績表現將與上半年基本持平。","url":"https://stock-news.laohu8.com/highlight/detail?id=2667647883","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667647883?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 20:42","pubTimestamp":1789476175,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["LU2471134796.USD","LU2471134879.HKD","LU2237438978.USD","GSX","IE00BFXG1179.USD","LU2237443382.USD","LU0251142724.SGD","LU0942090050.USD","LU2237443622.USD","BK4552","LU2750360641.GBP","BK4504","BK4127","IE00B19Z3B42.SGD","LU1804176565.USD","LU2471134523.USD","IE0004091025.USD","IE0004086264.USD","LU2237443465.HKD","BK4533","LU2237443978.SGD","LU0868494708.USD","LU1868836757.USD","LU1868837300.USD","LU1894683264.USD","LU1894683348.USD","LU0345770308.USD","LU0345770993.USD","LU1868836914.USD","LU2237443895.HKD","LU2896262040.SGD","IE00BSNM7G36.USD","LU0251131958.USD","LU2471134952.CNY","IE0002270589.USD","LU0210536198.USD","LU2265009873.SGD","LU0106831901.USD","LU1868836591.USD","IE00B19Z3581.USD","LU1668664300.SGD","BK4516","IPOS","BK4585","LU0096364046.USD","IE0034235188.USD","LU1791807156.HKD","LU0742534661.SGD","LU0048573561.USD","LU0061475181.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148516729","title":"高盛另類投資：西街資本合夥人第九期基金完成96億美元募資；另類投資募資總額達117億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1148516729","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148516729?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 19:02","pubTimestamp":1789470150,"startTime":"0","endTime":"0","summary":"高盛另类投资部门宣布，旗下西街资本合伙人第九期基金已成功完成募资，规模高达96亿美元。这一数字令人瞩目，标志着该基金系列又一里程碑式的成就。\n与此同时，高盛另类投资的整体募资版图也在持续扩张——截至目前，其募资总额已攀升至117亿美元。这个成绩不仅彰显了投资者对高盛另类投资策略的坚定信心，更反映出市场对优质另类资产配置需求的持续升温。\n从行业视角来看，此次募资成果斐然，在高波动市场环境下尤为难得。它既体现了高盛在另类投资领域的深厚积淀，也凸显了其全球网络与专业团队的核心竞争力。西街资本作为高盛另类投资的重要支柱，此次第九期基金的收官无疑为未来发展注入了强劲动力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["GS","LU1868836757.USD","LU0048573561.USD","LU2237443465.HKD","LU2237443622.USD","LU2896262040.SGD","LU0868494617.USD","LU1804176565.USD","LU1868836591.USD","IE0034235188.USD","IE00BFXG1179.USD","LU0096364046.USD","LU1668664300.SGD","LU0106831901.USD","LU0061475181.USD","LU2237443549.SGD","LU2471134523.USD","LU1791807156.HKD","LU2237438978.USD","BK4504","LU0742534661.SGD","BK4127","LU0942090050.USD","LU1868836914.USD","LU2750360641.GBP","BK4552","LU1894683348.USD","LU2237443895.HKD","BK4516","LU1868837300.USD","IE00BSNM7G36.USD","LU2237443382.USD","IE00B19Z3581.USD","LU2237443978.SGD","LU2471134879.HKD","LU0345770993.USD","LU0345770308.USD","BK4550","IE00B19Z3B42.SGD","LU1144417596.USD","LU1868837136.USD","LU0251142724.SGD","LU2265009873.SGD","LU0251131958.USD","LU2750360997.AUD","IE0004086264.USD","GSX","LU2471134952.CNY","BK4533","LU0210536198.USD","BK4585","LU0868494708.USD","LU2471134796.USD","IE0004091025.USD","IE0002270589.USD","LU1894683264.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667964973","title":"高盛旗下資產管理部門募集了117億美元的私募股權基金","url":"https://stock-news.laohu8.com/highlight/detail?id=2667964973","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667964973?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 19:00","pubTimestamp":1789470030,"startTime":"0","endTime":"0","summary":"高盛旗下资产管理部门募集了117亿美元的私募股权基金Saeed Azhar路透纽约9月15日-高盛旗下GS.N资产管理公司周二表示，其另类投资部门通过最新一轮私募股权基金及相关投资工具共募集资金117亿美元。高盛另类投资部表示，截至6月30日，其管理资产规模为4,590亿美元，目标是在2030年底前将该规模扩大至7,500亿美元。","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:20260915:nL4S4570RD: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":["LU1791807156.HKD","LU0251142724.SGD","IE00B19Z3581.USD","LU2237443465.HKD","LU0251131958.USD","IE0004086264.USD","LU0210536198.USD","LU2237443895.HKD","LU2471134523.USD","GS","LU0061475181.USD","LU1868836757.USD","LU1868837300.USD","LU2237443549.SGD","LU1804176565.USD","LU2471134796.USD","LU0942090050.USD","BK4127","GSX","LU1868837136.USD","LU2471134952.CNY","LU0742534661.SGD","IE0002270589.USD","LU0106831901.USD","IE0034235188.USD","IE00BSNM7G36.USD","LU1894683348.USD","BK4533","LU0345770993.USD","LU0096364046.USD","LU0345770308.USD","BK4588","LU2237443978.SGD","LU1868836591.USD","BK4552","BK4516","BK4550","LU0868494708.USD","LU2237443382.USD","LU2237443622.USD","LU2471134879.HKD","LU1894683264.USD","LU1668664300.SGD","LU2896262040.SGD","BK4504","LU2750360997.AUD","IE00BFXG1179.USD","BK4585","IE00B19Z3B42.SGD","LU2237438978.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667764659","title":"高盛：AI指數較高點回撤近45% 長短動量單日差距創五年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2667764659","media":"观点地产网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667764659?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 18:07","pubTimestamp":1789466820,"startTime":"0","endTime":"0","summary":"策略师Guillaume Soria在报告中指出，追踪AI相关股票的高盛指数较高点已累计下跌近45%，创ChatGPT问世以来最大跌幅。当日3个月动量指数上涨5%，而12个月动量指数下跌6.7%，单日表现差距创五年之最。报告称，AI交易与动量策略间高度重合的风险已成重点对冲对象。高盛认为，AI板块持续走弱将深远影响动量因子构成，随着软件逐渐取代半导体成为短期动量重要驱动力，动量与AI间此前高度一致的走势也可能逐步脱钩。","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://finance.sina.com.cn/stock/estate/integration/2026-09-15/doc-inirxatw3752342.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":["GSX","LU0106831901.USD","LU2750360641.GBP","LU1894683348.USD","LU1894683264.USD","LU0868494617.USD","AIPO","IE0034235188.USD","LU0251142724.SGD","IE00BSNM7G36.USD","IE00BFXG1179.USD","BK4516","LU1804176565.USD","VTHR","LU0048573561.USD","LU0942090050.USD","LU0251131958.USD","BK4588","LU0742534661.SGD","LU2237443382.USD","AGIX","LU2237443549.SGD","LU0210536198.USD","LU2471134523.USD","LU2237443895.HKD","LU2471134796.USD","IE0002270589.USD","LU1868836757.USD","IE00B19Z3B42.SGD","LU0061475181.USD","LU0345770308.USD","LU2237438978.USD","LU2750360997.AUD","LU1668664300.SGD","LU2265009873.SGD","LU1791807156.HKD","QTOC","LU2237443622.USD","BK4552","CHAT","BK4585","IE00B19Z3581.USD","LU0868494708.USD","BK4504","LU1868837136.USD","IE0004091025.USD","ARTY","LU2471134879.HKD","LU1144417596.USD","LU2896262040.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667646813","title":"百度挖來 DeepMind 核心成員 Qiyin Wu","url":"https://stock-news.laohu8.com/highlight/detail?id=2667646813","media":"雷锋网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667646813?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 17:44","pubTimestamp":1789465440,"startTime":"0","endTime":"0","summary":"雷峰网独家获悉，前 Google DeepMind 主任工程师、Gemini大模型核心研发成员 Qiyin Wu 已于近期正式加入百度，负责大模型预训练相关工作。据了解，Qiyin Wu拥有斯坦福大学计算机硕士学位，在加入 Google DeepMind 并晋升为 Staff Engineer 之前，她曾在谷歌多个核心技术团队深耕，并在加州大学伯克利分校工程学院的相关项目中积累过丰富经验。值得一提的是，这位华人女性科学家，还曾是 Google DeepMind 此前发布的 Gemini 2.5 系列大模型官方技术报告的核心作者与共同贡献者。","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://finance.sina.com.cn/roll/2026-09-15/doc-inirxatw3739552.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":["BK4504","BK4614","BK4535","BK4574","BK4526","BK4552","BK4514","LU0287142896.SGD","LU0359202008.SGD","BK4548","BK4588","BIDU","09888","BK4579","LU0173614495.USD","BK4602","BIDG","IE00B0JY6N72.USD","BK4587","LU0359201612.USD","BK4543","BK4077","BK4531","BK4585","BK4612","LU1115378108.SGD","LU0640798160.USD","DRGN","KBDU","LU1023057109.AUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158167250","title":"值得關注的股票：瑞銀、Dave & Buster's、Coinbase","url":"https://stock-news.laohu8.com/highlight/detail?id=1158167250","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158167250?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 17:36","pubTimestamp":1789465019,"startTime":"0","endTime":"0","summary":"瑞银、德意志银行、意大利联合信贷银行：随着全球债券收益率持续攀升，欧洲银行股集体回调。这一动向传递出清晰信号——投资者愈发担忧借贷成本高企可能引发贷款违约率上升。Dave & Buster's Entertainment：这家游戏餐饮连锁巨头在最新财季陷入亏损，深陷客户吸引力危机。盘前交易中，该公司股价重挫近14%。Coinbase Global、Robinhood Markets、Strategy：伴随着比特币价格走低，与加密货币关联的公司股价在盘前交易中纷纷下挫。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["MSII","FIAT","BK4588","BLCK","MSTK","BK4600","BK4596","LU0225284248.USD","LU0985481810.HKD","MSTP","LU0256331488.USD","FDIG","HOYY","FTXN","BK4209","COIW","BK4179","LU0456854461.SGD","BK4551","COIG","LU1861558580.USD","BK4539","09311","LU0300736062.USD","LU0321505439.SGD","07311","HOOC","BK4127","IMST","LU0321505868.SGD","MSTR","HOOX","BKCH","BK4547","LMI3.UK","BK4138","BK4516","MSTZ","DRLL","BK4552","BK4207","LU2360107671.USD","BK4216","IAI","SMST","BK4112","09399","ROBN","ICOI","LU0368265418.SGD","09799","IE00BSNM7G36.USD","FINX","07711","MTYY","MSTC","IBLC","TNGY","COII","LU0306807586.USD","PXE","LU1861217088.USD","COIX","BK4554","MSTU","IEZ","WNTR","CONI","07399","07799","LU0170899867.USD","CONY","LU1861220207.SGD","BK4201","CONL","PLAY","MST","LU0122376428.USD","LU0300736492.USD","MSTY.UK","HOOG","COYY","BK4535","CRPT","HAL","MSST","LU0266512473.USD","OILT","LU1861559042.SGD","COIA","BK4023","LU0306806265.USD","DAPP","MSOO","HOOD","LU0225771236.USD","HOOY","3LMI.UK","HOOI","MSTW","MSDD","OIH","TRUN","BPAY","BK4559","MPC","APED","BK4585","HOOW","BK4595","LU0788109394.HKD","OXY","COIO","3SMI.UK","CONX","BK4566","CRAK","IEO","HOII","MSTX","HODU","BK4118","PXJ","COIN","MSTY","SMI3.UK","09711","HOOZ","OWNB","LU0266512127.USD","DB","UNCFF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667748610","title":"高盛重申Meta「買入」評級，Muse 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2035年海外市佔率料升至31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667161213","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667161213?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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 唯品會兒童運動裝備消費升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2667861365","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667861365?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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