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本頁面由Tiger Trade Technology Pte. Ltd.提供服務
高盛
976.67
-11.7800
-1.19%
盤後：
976.55
-0.1200
-0.01%
19:58 EDT
成交量：
235.61萬
成交額：
22.84億
市值：
2,842.11億
市盈率：
15.11
高：
988.28
開：
984.65
低：
954.49
收：
988.45
52周最高：
1,153.99
52周最低：
740.01
股本：
2.91億
流通股本：
2.91億
量比：
1.44
換手率：
0.81%
股息：
17
股息率：
1.74%
每股收益(TTM):
64.63
每股收益(LYR):
51.32
淨資產收益率：
16.90%
總資產收益率：
1.07%
市淨率：
2.59
市盈率(LYR):
19.03
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23:14","pubTimestamp":1789485287,"startTime":"0","endTime":"0","summary":"9月15日，高盛盘中下跌3.14%，报957.65美元/股，成交额7.18亿美元。消息面上，美国银行CEO莫伊尼汉在巴克莱全球金融服务会议上表示，第三季度交易收入将与去年同期\"基本持平\"，投行业务费用收入预计为16亿至18亿美元，明显低于分析师此前接近20亿美元的预期。该表态与华尔街上半年交易收入激增形成鲜明反差，引发市场对整个投行业务前景的担忧，美国银行盘中一度大跌超5%，带动银行板块全线走低。","market":"hk","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":"-1","news_top_title":"美银CEO预警投行收入放缓，高盛随银行板块下跌","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667628878","title":"穩定幣威脅論破產：銀行抵制《清晰法案》實為誤判","url":"https://stock-news.laohu8.com/highlight/detail?id=2667628878","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667628878?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 21:50","pubTimestamp":1789480255,"startTime":"0","endTime":"0","summary":"《GENIUS法案》已明确禁止稳定币发行方直接向持有者支付利息或收益率，当前争议焦点仅局限于通过交易所、关联机构及其他中介机构提供的间接奖励机制。这一数据彻底瓦解了\"稳定币颠覆银行业\"的恐慌叙事。《清晰法案》将消除这一屏障，迫使行业在明确规则下竞争。若美国银行 自信具备竞争能力——凭借上述庞大优势，此自信理应存在——则应争取《清晰法案》通过而非抵制。","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":"http://www.zhitongcaijing.com/content/detail/1496511.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":["IE00BGHQF631.EUR","LU1989771016.USD","BK4585","LU0345770993.USD","LU2264538146.SGD","IE00BBT3K403.USD","LU1366192091.USD","LU1201861165.SGD","LU0251131958.USD","LU0306807586.USD","LU0208291251.USD","IE00BSNM7G36.USD","LU1718418525.SGD","GSX","LU0106831901.USD","LU0345770308.USD","LU1880398554.USD","LU0251142724.SGD","LU0130518102.USD","BK4207","LU0070302665.USD","LU0742537680.HKD","IE00B64PRP62.GBP","LU0170899867.USD","LU1883839398.USD","LU0306806265.USD","LU0640476718.USD","BK4535","LU1244550494.USD","LU1496350171.SGD","LU2125154935.USD","LU0053666078.USD","LU2129689431.USD","LU0211331839.USD","LU2237443895.HKD","GS","BK4534","LU1201861249.SGD","LU0052756011.USD","LU1868837300.USD","LU0417517546.SGD","LU0234572021.USD","LU2430703095.HKD","LU1668664300.SGD","DB","BK4581","IE0004091025.USD","BK4566","LU0942090050.USD","IE0034235188.USD","LU1162221912.USD","LU2265009873.SGD","LU1481011911.USD","LU0787776722.HKD","LU2237443382.USD","IE00B1BXHZ80.USD","LU1069347547.HKD","LU1366333091.USD","LU1509826696.USD","LU2129689605.HKD","LU1804176565.USD","LU2430703178.SGD","LU0149725797.USD","LU2237443622.USD","LU1291159041.SGD","LU2456880835.USD","LU1244550221.USD","LU1880398471.USD","KBWB","LU0321505868.SGD","LU1363072403.SGD","IE00BDGV0183.EUR","LU2505996509.AUD","LU1988902786.USD","LU1791807156.HKD","IE00B3QW5Z07.USD","IE0001KFT4U8.USD","LU0234570918.USD","BK4127","LU0477156797.USD","LU2505996681.GBP","LU0772969993.USD","LU2896262040.SGD","LU0157215616.USD","LU0048573561.USD","FTXO","LU0098860793.USD","BK4118","BLK","IE00BKVL7J92.USD","LU0648000940.SGD","LU1074936037.SGD","LU2237443465.HKD","XLF","LU0477156953.USD","LU2237443978.SGD","UYG","LU0310800965.SGD","IE00B3PB1722.GBP","LU1670628061.USD","LU1868836591.USD","BK4588","LU0130517989.USD","LU0162691827.USD","TFNS","VFH","LU1280957306.USD","LU2236285917.USD","LU2237443549.SGD","IE00B42XCP33.USD","LU0648001328.SGD","BK4516","LU1868837136.USD","IYG","LU0314106906.USD","BK4552","IE00B7SZLL34.SGD","LU1144417596.USD","LU0320765646.SGD","LU2360032135.SGD","LU0130103400.USD","LU1267930227.SGD","LU2750360997.AUD","LU2471134879.HKD","IE0004086264.USD","LU1506573853.SGD","BK4567","LU0742534661.SGD","IE00BZ1G4Q59.USD","IE00BLSP4239.USD","BK4550","LU0320765489.SGD","LU1035773651.USD","IE00BFXG1179.USD","LU0203345920.USD","LU1481011671.HKD","LU0868494617.USD","LU0203347892.USD","LU2125154778.USD","BAC","IE00BGHQF748.EUR","LU1670627923.USD","LU2750360641.GBP","FNCL","LU0210536198.USD","LU1894683264.USD","LU0096364046.USD","IE00BVYPNW00.USD","LU0321505439.SGD","LU1894683348.USD","LU2237438978.USD","LU2430703251.USD","LU1868836914.USD","LU2471134796.USD","LU2596442595.SGD","LU0130102774.USD","LU0980610538.SGD","LU0731783048.USD","LU2592432038.USD","BK4559","LU0072461881.USD","LU1599440770.SGD","IYF","LU2462157665.USD","LU2417539215.USD","IE00B19Z3B42.SGD","LU1496350502.SGD","IE00B19Z3581.USD","LU0256863902.USD","LU0731783394.SGD","LU1064131342.USD","LU2471134952.CNY","C","LU0971096721.USD","IE0002270589.USD","BK4533","LU0061475181.USD","BK4504","FDFF","LU0868494708.USD","LU2471134523.USD","LU0256863811.USD","BK4135","LU0683600562.USD","IE00BVYPNV92.GBP","LU0128525689.USD","LU2129689514.USD","IE00BLSP4452.SGD","LU1244550577.SGD","LU1868836757.USD","LU2133065610.SGD","BK4553"],"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":"2667861046","title":"高盛：AI指數回撤近45%，軟件取代半導體成為短期動量核心","url":"https://stock-news.laohu8.com/highlight/detail?id=2667861046","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667861046?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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11:34","pubTimestamp":1789443269,"startTime":"0","endTime":"0","summary":"标普500已连续27个交易日日内波动低于1%，创疫情以来最长低波动纪录。高盛警告，这场\"平静\"背后是零日期权策略强行锁住市场的结果，一旦催化剂出现，压缩的波动能量将集中释放。与此同时，9月加息预期升温、情绪降至年内低点、财政可持续性风险高悬——这锅正在加热的水，还要沸腾多久？","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781777","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":["SVXY","LU1868837300.USD","LU2750360641.GBP","LU0345770308.USD","LU2237438978.USD","LU0048573561.USD","VIXmain","QDTE","LU0345770993.USD","LU1868837136.USD","LU0251131958.USD","RDTE","MOOD","BK4533","LU0106831901.USD","SDTY","BK4550","VXMmain","159945","LU0742534661.SGD","IE0004091025.USD","TVIX","IWMY","GS","LU1894683264.USD","LU2471134879.HKD","RDTY","QQQY","WDTE","XDTE","QDTY","AAUM","LU2471134796.USD","BK4504","GNAF","IE00BSNM7G36.USD","GSX","LU1868836757.USD","LU1868836914.USD","UVXY","LU2237443895.HKD","LU0096364046.USD","LU0868494708.USD","LU2750360997.AUD","IE0004086264.USD","LU2237443382.USD","VIXY","LU2237443978.SGD","LU2471134523.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170393366","title":"華爾街大行全線重挫！美銀CEO稱三季度交易收入增長停滯，投行收入不及預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1170393366","media":"华尔街见闻","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170393366?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 07:07","pubTimestamp":1789427222,"startTime":"0","endTime":"0","summary":"美国银行首席执行官布莱恩·莫伊尼汉表示，与去年同期相比，第三季度的交易收入将“相对持平”，这与华尔街在上半年经历的营收激增形成反差。交易业务热度消退，上半年强势难以为继华尔街交易员们刚刚度过了一个创纪录的年初开局，美国银行股票交易部门在第二季度创下了营收历史新高。该行销售与交易团队正力争实现连续第17个季度的增长。公司此前表示，预计2026年NII的增长率将达到6%至8%区间的上限。","market":"us","thumbnail":"https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781734","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"华尔街大行全线重挫！美银CEO称三季度交易收入增长停滞，投行收入不及预期","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["KBWB","WFC","MS","JPM","JPO","BAC","JPMO","C","GS"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667667463","title":"高盛(GS)股票9月14日盤中下跌3.35%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2667667463","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667667463?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 00:16","pubTimestamp":1789402600,"startTime":"0","endTime":"0","summary":"• 高盛受宏观经济转变及美联储预期变化影响而面临波动。\n• 借贷成本上升和美债收益率走高对主要金融类股构成压力。\n• 高盛公布年收入为1171.0亿美元，净利润为163.0亿美元。","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20241127/70c2dc77fc454f1496046bb04a604a58goldman3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20241127/70c2dc77fc454f1496046bb04a604a58goldman3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262166821-market-movers-gs-20260914","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":["BK4585","LU1144417596.USD","LU1868837136.USD","BK4550","LU1868836757.USD","LU0345770993.USD","LU1894683348.USD","LU0106831901.USD","LU1668664300.SGD","LU0742534661.SGD","LU0251142724.SGD","LU2237443978.SGD","IE00B19Z3581.USD","LU1894683264.USD","IE0002270589.USD","LU2471134879.HKD","LU0210536198.USD","LU2237443622.USD","LU0251131958.USD","GS","LU2750360997.AUD","BK4504","LU2896262040.SGD","LU2237438978.USD","BK4552","IE00B19Z3B42.SGD","BK6054","LU2237443895.HKD","LU1868836591.USD","LU1791807156.HKD","IE0004091025.USD","LU2237443465.HKD","LU0942090050.USD","LU0061475181.USD","IE0004086264.USD","IE00BFXG1179.USD","LU1804176565.USD","BK6000","LU2471134796.USD","LU0868494617.USD","LU2237443549.SGD","LU2471134952.CNY","BK6520","BK4588","43A.SI","LU2471134523.USD","LU1868837300.USD","GSX","LU0096364046.USD","BK4127"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151416847","title":"異動解讀｜高盛盤中下跌3.03%，美債收益率飆升疊加加息預期升温拖累金融板塊","url":"https://stock-news.laohu8.com/highlight/detail?id=1151416847","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151416847?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 22:43","pubTimestamp":1789396981,"startTime":"0","endTime":"0","summary":"9月14日，高盛盘中下跌3.03%，报998.015美元/股，成交额4.3亿美元。消息面上，美国8月核心CPI环比增长0.3%，高于市场预期的0.2%，叠加此前PPI同比增长5.4%超预期，通胀粘性再度引发市场担忧。高盛经济学家已转向预计美联储将在9月议息会议上加息25个基点，市场定价加息概率升至近90%。与此同时，美国30年期国债收益率升至5.347%创近20年新高，10年期逼近5%，美债抛售风暴加剧市场紧张情绪，投行板块整体承压，同行摩根士丹利、盈透证券分别下跌2.11%、2.38%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","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":"-1","news_top_title":"美债收益率飙升，高盛承压下挫","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139455463","title":"巴斯夫推進農業解決方案分拆上市，指定四大投行擔任全球協調人","url":"https://stock-news.laohu8.com/highlight/detail?id=1139455463","media":"投资观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139455463?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 20:46","pubTimestamp":1789389976,"startTime":"0","endTime":"0","summary":"9月14日（路透社）——巴斯夫股份公司今日宣布，已正式委任花旗、德意志银行、高盛及摩根大通为其农业解决方案业务IPO的全球协调人。此举标志着该公司向2027年年中实现上市就绪的目标迈出了关键一步。\n巴斯夫表示，此次委任是其在分拆农业解决方案部门并推动其独立上市过程中的一项重要里程碑。这家德国化工巨头此前曾透露，计划将该业务板块推向资本市场，以释放其潜在价值。\n上述四大投行将共同负责此次IPO的筹备工作，包括潜在的市场推介、投资者沟通以及上市结构的设计。巴斯夫并未在公告中透露更多交易细节，包括拟募资金额或上市地点。","market":"hk","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":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","BK4127","BK0010","GSX","LU0061475181.USD","LU1668664300.SGD","IE00B19Z3B42.SGD","IE00BFXG1179.USD","LU0106831901.USD","LU0251131958.USD","BK4533","LU2237443622.USD","LU1894683264.USD","LU1804176565.USD","IE00BSNM7G36.USD","LU2237443549.SGD","LU2471134952.CNY","BK4550","LU0251142724.SGD","BK4516","LU2237443382.USD","LU2237438978.USD","LU2237443978.SGD","IE0002270589.USD","LU2471134879.HKD","LU0345770993.USD","LU1144417596.USD","GS","BK0196","LU2750360641.GBP","BK4504","LU2750360997.AUD","LU1791807156.HKD","LU2471134523.USD","IE0034235188.USD","LU1868837300.USD","LU2237443895.HKD","LU0048573561.USD","LU0868494617.USD","BK4552","LU1868836757.USD","LU1868836591.USD","BK0229","LU1894683348.USD","IE00B19Z3581.USD","LU1868837136.USD","000553","LU1868836914.USD","LU2471134796.USD","LU0210536198.USD","LU2265009873.SGD","LU0345770308.USD","LU2237443465.HKD","IE0004086264.USD","LU0742534661.SGD","IE0004091025.USD","LU0942090050.USD","LU0096364046.USD","BK4585","LU2896262040.SGD","LU0868494708.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667668702","title":"高盛、摩根、花旗、瑞銀最新A股動向曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2667668702","media":"财闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667668702?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 18:36","pubTimestamp":1789382160,"startTime":"0","endTime":"0","summary":"高盛、瑞银、摩根大通（小摩）、摩根士丹利（大摩）、花旗等国际大投行，不仅是A股的持股大户，也是调研大户，其最新动向一直备受市场关注，私募排排网梳理出了这5大外资投行近1个月调研的A股公司和最新A股重仓股。瑞银持股市值超2亿元的29家A股公司中，有23家是二季度新进。而根据A股公司2026年中报中披露的前10大流通股东数据统计，花旗共重仓20家A股公司，持股总市值约为21.70亿元，多数为二季度新进。","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/relnews/cn/2026-09-14/doc-iniruxus9375209.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":["C","IYF","LU0162691827.USD","159982","IE00B19Z3B42.SGD","LU2462157665.USD","LU1244550494.USD","GSX","LU0868494617.USD","LU1506573853.SGD","LU2237438978.USD","BK4533","LU2237443549.SGD","TFNS","BK4552","LU0980610538.SGD","LU2360032135.SGD","LU0203347892.USD","LU0942090050.USD","02827","03130","LU2456880835.USD","IE0004091025.USD","LU0072461881.USD","LU1267930227.SGD","LU1868836757.USD","LU2237443382.USD","83188","LU2237443978.SGD","82846","LU0868494708.USD","LU0048573561.USD","LU1244550577.SGD","LU0251131958.USD","02846","LU1894683348.USD","03188","399300","83130","LU0170899867.USD","LU1894683264.USD","LU0061475181.USD","LU0098860793.USD","BK4207","07233","LU2125154778.USD","GS","FTXO","LU0106831901.USD","LU2237443465.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667657398","title":"高盛大幅上修27/28年光模塊需求，稱供應鏈緊張將是明年最大出貨瓶頸","url":"https://stock-news.laohu8.com/highlight/detail?id=2667657398","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667657398?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 18:06","pubTimestamp":1789380370,"startTime":"0","endTime":"0","summary":"高盛大幅上修2027/2028年800G及以上光模块需求至1.44亿只和1.71亿只，DSP、激光器、PCB等关键原材料持续紧缺，叠加龙头锁定产能，供给端正成为2027年出货和定价的核心约束，1.6T价格有望维持在700美元以上。 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18:20","pubTimestamp":1789208453,"startTime":"0","endTime":"0","summary":"英伟达黄仁勋宣告2027财年70%营收增长受限于供应而非需求，并重申AI基础设施市场2030年将达3-4万亿美元。SpaceX剑指年化1000亿美元营收，2027年部署AI卫星。网络安全被多位CEO列为AI最被低估赛道。高盛将本轮AI定性为\"投资超级周期\"，但最终考验在于巨额投资能否转化为实际回报。","market":"hk","thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781630","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1400636491.USD","LU2028103732.USD","LU2247934214.USD","IE0034235303.USD","LU0476273544.USD","IE0004086264.USD","LU0417517546.SGD","IE00BK4W5L77.USD","LU1852331112.SGD","IE00BMPRXR70.SGD","LU2505996681.GBP","METV","LU2271345857.HKD","LU2089284900.SGD","LU2326559502.SGD","LU1400636657.SGD","LU2065169927.USD","LU0345769631.USD","AIFD","IE00B19Z8W00.USD","IE00BDCRKT87.USD","LU0786609619.USD","LU2168564222.USD","LU0738911758.USD","NVDL","LU0006306889.USD","LU1145028129.USD","LU0310799852.SGD","LU1699723380.USD","IE00B3M56506.USD","AGOX","IE0004445015.USD","IE000Q6AESB8.SGD","IE00BZ199S13.USD","IE00B5TLWC47.USD","LU0965509010.AUD","LU1732799900.SGD","NVDS.UK","LU1035775433.USD","LU2133065610.SGD","SMH","IE00BKPKM429.USD","LU0289961442.SGD","LU2023250330.USD","IE0034235188.USD","LU0211327993.USD","LU1127390331.HKD","LU1934455277.USD","IE00BQXX3F31.USD","LU1989772840.SGD","LU0316494557.USD","BK4598","LU2746668461.USD","LU0642271901.SGD","NVDY","HK0000320223.HKD","LU2471134952.CNY","BK4529","LU2077746001.SGD","LU0942090050.USD","LU1316542783.SGD","LU1261432733.SGD","ILDR","LU0342679015.USD","LU2505996509.AUD","IE00BZ1G4Q59.USD","LU1814569148.SGD","LU0069063385.USD","SG9999002232.USD","IE0002270589.USD","LU2168564495.EUR","BK4532","IE00BJJMRX11.SGD","FTEC","LU2746668974.SGD","LU0081259029.USD","LU1815333072.USD","IE000W1ABFV2.USD","IXN","LU1934455863.HKD","LU2357305700.SGD","LU1720051108.HKD","ROM","SHOC","LU1116320737.USD","LU0210528500.USD","LU2458330169.SGD","BK4549","LU0133085943.USD","LU1435385759.SGD","LU1914381329.SGD","SG9999014575.USD","LU0289960550.SGD","NVDB","LU1791807156.HKD","LU2168564065.EUR","LU1244550494.USD","SG9999015945.SGD","LU1119994496.HKD","LU1003077747.HKD","NVIW.SI","LU1242518857.USD","LU0029864427.USD","LU2089283258.USD","LU2756315664.SGD","LU0719512351.SGD","LU0061474705.USD","HK0000819398.USD","LU2286300806.USD","LU0072462426.USD","LU2999663052.SGD","SG9999014567.USD","VGT","SG9999018865.SGD","WISE","LU0289739343.SGD","HK0000320264.USD","LU0689626769.HKD","LU2361044865.SGD","LU0965509101.SGD","IE00B19Z3B42.SGD","LU0053666078.USD","IE00BKVL7J92.USD","LU1923622291.USD","LU0256863902.USD","LU0276348264.USD","LU2896262040.SGD","BK4592","LU2491049909.HKD","HK0000304805.HKD","LU1791710400.SGD","SMHX","LU0211328371.USD","SG9999018857.SGD","LU2750360997.AUD","ESUM","LU0174119429.USD","BK4534","LU0823414551.USD","LU0128525929.USD","LU2403377893.USD","SG9999014559.SGD","EFIV","IE00B3S45H60.SGD","DIPS","LU1037948897.HKD","LU1804176565.USD","LU1951200564.SGD","LU0553294199.USD","LU0861579265.USD","TYLG","LU1064131342.USD","LU2347655156.SGD","SG9999017495.SGD","LU0077335932.USD","GB00BDT5M118.USD","LU2087621335.USD","LU0494093205.USD","SGXZ99366536.SGD","LU1202635105.USD","GS","LU1645745479.HKD","JGRO","LU0823434740.USD","IE00B775H168.HKD","BK4587","LU1935043536.SGD","CHAT","IE00B7KXQ091.USD","TRFK","LU0345768153.USD","SGXZ80539844.SGD","LU0724617625.USD","LU0070217475.USD","LU1778281490.HKD","LU0096364046.USD","LU2473716301.USD","LU0267386448.USD","LU0143551892.USD","BK4527","IE00BK4W5M84.HKD","LU0788109477.HKD","LU2417539215.USD","SG9999015952.SGD","LU2756315318.SGD","SG9999000418.SGD","LU0106261372.USD","NVDU","LU0234570918.USD","LU0957791311.USD","LU0820562030.AUD","BK4614","LU0124676726.USD","LU2125909916.SGD","LU0444971666.USD","LU0672654240.SGD","LU0353189680.USD","NVDS","LU2242649171.HKD","IETC","LU2097344357.USD","LU2237443382.USD","BK4552","AIPI","LU0889565833.HKD","LU0348723411.USD","LU1720051017.SGD","LU1429558221.USD","LU2065170008.USD","NVDO","SG9999014898.SGD","LU2290526834.HKD","LU2552382132.HKD","CNEQ","LU1366192091.USD","LU1989764748.USD","SG9999004303.SGD","LU2463028550.USD","SG9999014542.SGD","TTEQ","LU2471134796.USD","LU1712237335.SGD","LU0107464264.USD","CHPX","LU0308772762.SGD","IE00B19Z8X17.USD","LU0949170772.SGD","BK4127","LU1989764664.SGD","GSX","NVDA","LU0048573561.USD","LU2125909759.SGD","USXF","IE00B3SWFQ91.USD","LU1868837300.USD","LU2750360641.GBP","IE00B775SV38.USD","LU1244550221.USD","BK4612","LU2265009873.SGD","LU2552382058.USD","TTXU","LU1880398554.USD","LU1861215975.USD","IE00BJJMRY28.SGD","HK0000306685.HKD","LU0545039389.USD","LU0823421333.USD","ESLG","LU1280957306.USD","LU1496350171.SGD","LU21251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