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BK4552 Archegos爆仓风波概念
未开盘 05-21 16:00:00 EDT
2,209.90
+3.08
+0.14%
最高
2,221.66
最低
2,175.46
成交量
4,168万
今开
2,198.61
昨收
2,206.82
日振幅
2.09%
总市值
0.00
流通市值
0.00
总股本
0.00
成交额
30.68亿
换手率
--
流通股本
0.00
市净率
1.616253
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
《逐玉》难救市：亏损的爱奇艺，想靠AI破局丨文娱财报观察
21世纪经济报道 · 17:24
《逐玉》难救市：亏损的爱奇艺，想靠AI破局丨文娱财报观察
腾讯音乐娱乐集团：将在规定期限内解除现有各种形式独家授权合同
凤凰网科技 · 16:22
腾讯音乐娱乐集团：将在规定期限内解除现有各种形式独家授权合同
网易云音乐、腾讯音乐，陷入个位数增长丨消费参考
21世纪经济报道 · 15:12
网易云音乐、腾讯音乐，陷入个位数增长丨消费参考
美团无人机低空航网投入常态化运营；唯品会一季度净营收266亿元｜未来商业早参
每日经济新闻 · 07:02
美团无人机低空航网投入常态化运营；唯品会一季度净营收266亿元｜未来商业早参
高盛英伟达财报点评：AI算力资本支出浪潮尚未触顶
华尔街见闻 · 05-21 23:15
高盛英伟达财报点评：AI算力资本支出浪潮尚未触顶
高盛称对冲基金对大涨的芯片股获利了结 同时维持AI主题整体敞口
环球市场播报 · 05-21 19:19
高盛称对冲基金对大涨的芯片股获利了结 同时维持AI主题整体敞口
唯品会Q1商品交易总额同比增长8.6%，Q2营收指引疲软
老虎资讯综合 · 05-21 17:03
唯品会Q1商品交易总额同比增长8.6%，Q2营收指引疲软
唯品会预计2026年第二季度净营收245亿至258亿元，同比变动区间为下降5%至持平
美股速递 · 05-21 17:03
唯品会预计2026年第二季度净营收245亿至258亿元，同比变动区间为下降5%至持平
高盛：5月全球原油库存日均降幅创纪录，达870万桶
华尔街见闻 · 05-21 16:29
高盛：5月全球原油库存日均降幅创纪录，达870万桶
港股全日高开低走 恒科指数收盘跌超2% 百度集团-SW(09888)挫逾5%
金吾财讯 · 05-21 16:19
港股全日高开低走 恒科指数收盘跌超2% 百度集团-SW(09888)挫逾5%
小摩：百度集团-SW目标价升至225港元 维持“增持” 评级
新浪港股 · 05-21 15:26
小摩：百度集团-SW目标价升至225港元 维持“增持” 评级
【券商聚焦】开源证券维持百度(09888)“买入”评级 指AI贡献收入持续提升
金吾财讯 · 05-21 14:23
【券商聚焦】开源证券维持百度(09888)“买入”评级 指AI贡献收入持续提升
高盛：百度集团-SW(09888)AI云业务持续强劲 料AI业务年底占比过半
智通财经网 · 05-21 11:36
高盛：百度集团-SW(09888)AI云业务持续强劲 料AI业务年底占比过半
各大平台花式预热，今年真618变了
财中社 · 05-21 10:29
各大平台花式预热，今年真618变了
SpaceX正式提交IPO申请
投资观察 · 05-21 05:24
SpaceX正式提交IPO申请
史诗级IPO敲定：高盛领衔SpaceX募资750亿美元
金吾财讯 · 05-20 23:36
史诗级IPO敲定：高盛领衔SpaceX募资750亿美元
美股银行股盘中集体拉升！德意志银行涨近5%，巴克莱银行涨近4%
老虎资讯综合 · 05-20 22:59
美股银行股盘中集体拉升！德意志银行涨近5%，巴克莱银行涨近4%
AGL私募信贷收益基金、Vintage Strategies与AIMco就AGL EPCI I签署修订协议
投资观察 · 05-20 22:26
AGL私募信贷收益基金、Vintage Strategies与AIMco就AGL EPCI I签署修订协议
爱奇艺亏急了
蓝鲸财经 · 05-20 18:38
爱奇艺亏急了
小摩：升百度集团-SW(09888)目标价至225港元 AI业务带动估值重评
智通财经 · 05-20 14:12
小摩：升百度集团-SW(09888)目标价至225港元 AI业务带动估值重评
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公司概况
公司名称：
Archegos爆仓风波概念
所属市场：
上市日期：
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17:24","pubTimestamp":1779441848,"startTime":"0","endTime":"0","summary":"21世纪经济报道记者贺泓源、实习生徐鸿儒爱奇艺迎来了好消息与坏消息。坏消息是，这家公司的业绩继续下滑。在2026年一季度，爱奇艺营收同比下滑13%至62.3亿元；净亏损为2.946亿元，上年同期爱奇艺净利润为1.821亿元。此前，爱奇艺为了盈利进行了诸多调整。好消息是，爱奇艺创始人、CEO龚宇似乎找到了一套系统性打法，想靠AI带领爱奇艺走出困局。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605223746815773.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605223746815773.html","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":"stock_eastmoney","symbols":["BK4531","BK4108","BK4552","BK4505","IQ","BK4526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637394015","title":"腾讯音乐娱乐集团：将在规定期限内解除现有各种形式独家授权合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2637394015","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637394015?lang=zh_cn&edition=full","pubTime":"2026-05-22 16:22","pubTimestamp":1779438153,"startTime":"0","endTime":"0","summary":"腾讯控股有限公司腾讯音乐娱乐集团发布公告，根据《决定》所附《附加限制性条件承诺方案》要求，承诺不再与《承诺方案》中定义的版权方达成或变相达成版权独家授权合同，并将于《承诺方案》规定期限内解除现有各种形式的独家授权合同。","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://tech.ifeng.com/c/8tKv8obKdFD","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":"ifeng_tech","symbols":["SG9999011746.SGD","IE00BYQNZ168.SGD","IE00BYTNYN87.SGD","BK4552","BK4531","BK4571","LU0359201612.USD","LU1023057109.AUD","BK4535","LU2039709279.SGD","BK4108","BK4563","LU0509642566.USD","TME","BK4509","LU0828238088.HKD","LU0456842615.SGD","LU0269904917.USD","IE00B12V2V27.USD","BK4548","BK4565","BK4526","01698","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637396415","title":"网易云音乐、腾讯音乐，陷入个位数增长丨消费参考","url":"https://stock-news.laohu8.com/highlight/detail?id=2637396415","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637396415?lang=zh_cn&edition=full","pubTime":"2026-05-22 15:12","pubTimestamp":1779433954,"startTime":"0","endTime":"0","summary":"在汽水音乐冲击下，腾讯、网易的音乐业务陷入增长压力。5月21日，网易云音乐披露业绩。在一季度，该公司营收19.81亿元，同比增长6.6%。在2025年四季度，网易云音乐营收为19.68亿元，从环比来看，网易云音乐的增长近乎停滞。腾讯音乐营收增速也走向个位数。一季度，腾讯音乐营收同比增长7.3%至79亿元。但要看到，基于不同基数，网易云音乐的增长压力明显要比腾讯音乐大许多。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605223746664718.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605223746664718.html","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":"stock_eastmoney","symbols":["LU0417516738.SGD","09899","IE00B97KM107.HKD","LU0455707207.USD","LU0051755006.USD","LU1808992512.USD","LU2051468812.USD","LU0348805143.USD","BK4565","LU2778985437.USD","LU1675838814.USD","IE0008368742.USD","LU1251922891.USD","LU0169518387.USD","BK1104","LU0784639295.USD","LU0048580855.USD","01698","IE00B12V2V27.USD","LU0708995583.HKD","LU0456842615.SGD","LU0502904849.HKD","09999","LU1226288170.HKD","LU1807302812.USD","HK0000306701.USD","LU0572944931.SGD","LU0106959298.USD","IE00B29SXG58.USD","BK1128","LU1226287875.USD","BK4552","LU2279701549.SGD","BK4548","LU2399975544.HKD","LU0588546209.SGD","TME","LU1655091459.SGD","LU0593848301.USD","IE00B031J352.USD","LU0164865239.USD","LU1880383440.USD","LU2476274308.USD","LU0149721374.USD","LU1188198961.HKD","LU1481107354.HKD","BK4509","LU0231483743.USD","LU1224709979.USD","BK4108"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637736861","title":"美团无人机低空航网投入常态化运营；唯品会一季度净营收266亿元｜未来商业早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2637736861","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637736861?lang=zh_cn&edition=full","pubTime":"2026-05-22 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同时维持AI主题整体敞口","url":"https://stock-news.laohu8.com/highlight/detail?id=2637380025","media":"环球市场播报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637380025?lang=zh_cn&edition=full","pubTime":"2026-05-21 19:19","pubTimestamp":1779362340,"startTime":"0","endTime":"0","summary":"据高盛集团交易员称，对冲基金一直在卖出大涨的美国半导体股，以锁定利润，同时仍维持对人工智能主题的整体敞口。 高盛主经纪团队在发给客户的一份报告中表示，过去一个月，半导体和半导体设备是美国股市中被净卖出最多的子板块。高盛追踪的科技、媒体和电信人工智能股票篮子显示，对美国人工智能股票的整体敞口仍接近纪录高位。","market":"sg","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/2026-05-21/doc-inhyshrk5764737.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","LU1868836757.USD","IE00BSNM7G36.USD","IE00B19Z3581.USD","LU2237438978.USD","LU2471134523.USD","LU2471134952.CNY","LU1668664300.SGD","GS","BK4552","IE00B19Z3B42.SGD","BK4535","LU2237443465.HKD","LU0868494708.USD","LU2237443382.USD","LU2237443978.SGD","LU2471134796.USD","LU2237443549.SGD","LU0251131958.USD","GSX","IE0004091025.USD","LU1894683348.USD","LU2750360997.AUD","LU1868837136.USD","LU0251142724.SGD","BK4550","BK4585","BK4516","IE0002270589.USD","LU2750360641.GBP","LU2265009873.SGD","SOX","LU2471134879.HKD","LU1791807156.HKD","BK4127","LU1868836591.USD","BK4533","LU0096364046.USD","LU0742534661.SGD","LU2237443622.USD","LU0048573561.USD","LU1894683264.USD","IE0034235188.USD","LU1804176565.USD","LU2237443895.HKD","LU0106831901.USD","LU0868494617.USD","LU1868837300.USD","LU0942090050.USD","LU0345770308.USD","BK4504","IE0004086264.USD","LU1868836914.USD","LU0061475181.USD","IE00BFXG1179.USD","LU0345770993.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145929535","title":"唯品会Q1商品交易总额同比增长8.6%，Q2营收指引疲软","url":"https://stock-news.laohu8.com/highlight/detail?id=1145929535","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145929535?lang=zh_cn&edition=full","pubTime":"2026-05-21 17:03","pubTimestamp":1779354231,"startTime":"0","endTime":"0","summary":"5月21日，$唯品会(VIPS)$第一季度净营收266亿元人民币，预估265.1亿元人民币。第一季度调整后每ADS收益4.68元人民币，上年同期4.43元人民币，预估4.58元人民币。 第一季度调整后运营收益27.2亿元人民币，同比增长3.5%，预估26.9亿元人民币。第一季度商品交易总额569亿元人民币，同比增长8.6%，预估546.4亿元人民币。财报发布后，唯品会美股盘前下跌逾2%。","market":"us","thumbnail":"https://static.tigerbbs.com/7400004a38e238ad9810acb7141e78de","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7400004a38e238ad9810acb7141e78de"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"唯品会Q1商品交易总额同比增长8.6%，Q2营收指引疲软","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0197773160.USD","LU0197773673.USD","BK4558","LU1115378108.SGD","LU0630378692.HKD","BK4220","BK4585","BK4509","BK4588","BK4526","BK4531","VIPS","BK4503","BK4122","LU0640798160.USD","BK4552","BK4505","LU0630378429.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163683167","title":"唯品会预计2026年第二季度净营收245亿至258亿元，同比变动区间为下降5%至持平","url":"https://stock-news.laohu8.com/highlight/detail?id=1163683167","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1163683167?lang=zh_cn&edition=full","pubTime":"2026-05-21 17:03","pubTimestamp":1779354198,"startTime":"0","endTime":"0","summary":"唯品会控股有限公司发布业绩指引，预计2026年第二季度净营业收入将在245亿元人民币至258亿元人民币之间。与去年同期相比，这一营收预期表现为同比下降5%至基本持平。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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","BK4220","BK4509","BK4526","BK4588","LU0197773673.USD","BK4503","LU1115378108.SGD","BK4531","BK4122","LU0197773160.USD","BK4558","LU0640798160.USD","VIPS","BK4505","BK4552","LU0630378429.USD","LU0630378692.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637441383","title":"高盛：5月全球原油库存日均降幅创纪录，达870万桶","url":"https://stock-news.laohu8.com/highlight/detail?id=2637441383","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637441383?lang=zh_cn&edition=full","pubTime":"2026-05-21 16:29","pubTimestamp":1779352187,"startTime":"0","endTime":"0","summary":"据高盛数据，5月以来全球可见原油及成品油库存日均降幅达870万桶，创历史纪录，几乎是冲突爆发以来平均消耗速度的两倍。霍尔木兹海峡过境原油出口量仅为正常水平的5%，\"实物市场持续收紧\"。","market":"us","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/3772818","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":["USE","OILT","LU0942090050.USD","LU0251131958.USD","SCO","DBE","UCO","DUG","XES","GUSH","PXE","USOI","IEO","QMmain","DIG","CLmain","LU0106831901.USD","OILK","VDE","DBC","UGA","LU2237438978.USD","LU2237443382.USD","PXJ","LU0048573561.USD","OILU","IXC","DRLL","BZmain","DRIP","LU0742534661.SGD","GSX","IEA","LU2471134796.USD","LU2237443622.USD","DDG","LU1894683264.USD","USO","XOP","LU0061475181.USD","BNO","WTIU","BK4552","DWT","FTXN","ERX","DBO","USL","OIH","BK4516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637262383","title":"港股全日高开低走 恒科指数收盘跌超2% 百度集团-SW(09888)挫逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637262383","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637262383?lang=zh_cn&edition=full","pubTime":"2026-05-21 16:19","pubTimestamp":1779351591,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股全日高开低走且全线翻绿，午后跌幅进一步扩大，恒科指数跌幅超2%。截至收盘，恒生指数报25383点，下跌1.03%；国企指数下跌0.51%；恒生科技指数下跌2.15%。个股方面，网易-S午后跌幅急剧扩大，最终收跌4.82%。万国数据-SW全天走软，收跌13.25%。高盛预计，随著新订单交付，投资组合经调整毛利收益率将维持在10%至11%区间。该行维持对万国数据的“买入”评级，给予H股12个月目标价54港元，万国数据美股目标价55美元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ZjI3MDQ3NzQxODE1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZjI3MDQ3NzQxODE1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981980","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":["HK0000320264.USD","BK4614","IE00B29SXG58.USD","LU1430597077.USD","03423","LU0211977185.USD","LU2778985437.USD","09088","LU0588546209.SGD","03088","LU0654597011.USD","BK1095","81024","LU0856984785.SGD","LU0359201612.USD","LU0348825331.USD","LU1303224171.USD","HK0000320223.HKD","LU2041044095.USD","LU0762542818.HKD","LU2092937221.SGD","LU0762541174.USD","LU2242646821.SGD","LU1015430645.USD","SG9999002463.SGD","BK1588","BIDU","LU1863844749.USD","LU0164865239.USD","LU1328615791.USD","LU2097828557.USD","LU0228367735.SGD","BK1575","LU0163747925.USD","LU1969619763.USD","LU2380233275.USD","BK4574","NTES","LU0359201885.HKD","LU2242644610.SGD","BK1583","03033","BK1504","LU2488822045.USD","LU1803068623.USD","BK4579","BK4587","LU1115378108.SGD","LU0997587240.USD","LU1831875114.USD","LU0149721374.USD","LU2242646235.USD","LU0197773160.USD","BK4612","LU0140636845.USD","KBDU","HK0000306701.USD","LU1119994140.HKD","LU0244354667.USD","BK1610","LU0821914370.USD","LU0630378429.USD","LU1048596156.SGD","LU1188198961.HKD","LU1481107354.HKD","BK1161","09888","LU0550127509.SGD","LU0543330566.HKD","LU0823426308.USD","LU2328871848.SGD","LU1770034418.SGD","LU0612318385.USD","LU0048578792.EUR","LU0823426480.USD","BK4543","07552","BK1615","LU0572944931.SGD","SG9999014674.SGD","LU0348735423.USD","LU0593848301.USD","LU0417516902.SGD","LU0502904849.HKD","BK4514","LU0831093199.SGD","LU1920062954.HKD","LU1719994722.HKD","LU2097828714.EUR","BIDG","LU0630378692.HKD","LU0708995583.HKD","LU1794554557.SGD","LU0640798160.USD","LU1211504680.USD","LU2360106947.USD","BK4548","LU0575583348.USD","LU0043850808.USD","BK1589","09698","KSTmain","LU1720050803.USD","LU0320764599.SGD","LU2298321311.HKD","BK4526","LU0762540952.USD","HK0000165453.HKD","LU0287142896.SGD","03067","BK4588","LU0210526637.USD","GDS","LU0417516738.SGD","HSI","IE0034224299.USD","LU0612318971.USD","LU0039217434.USD","LU0531971595.HKD","HK0000306685.HKD","IE00B0JY6N72.USD","LU0173614495.USD","LU0197773673.USD","LU1989763427.SGD","LU2039709279.SGD","09999","LU1048588211.SGD","HSTECH","LU0348766576.USD","LU1892829315.USD","BK1591","LU2242652126.USD","LU0164880469.USD","LU0455707207.USD","LU1251922891.USD","LU0326950275.SGD","BK1609","LU1863844665.USD","02837","00005","LU0471298694.HKD","BK4585","LU0051755006.USD","LU0463099449.HKD","BK1521","BK4535","LU0229945570.USD","LU1920063259.USD","BK1587","BK1608","LU1023057109.AUD","LU2097828805.USD","LU0327786744.USD","LU0471298777.SGD","LU0315179316.USD","LU2360108059.USD","LU2097828631.EUR","GB00BDT5M118.USD","BK4077","BK4136","LU0052750758.USD","LU2401740654.USD","BK4531","LU0871576103.HKD","LU1989763690.USD","LU0456827905.SGD","BK4504","LU2476274308.USD","LU2097828474.EUR","LU0307460666.USD","LU0819121731.USD","03417","LU0997586606.USD","89888","03032","BK4552","HSBC","LU0072462343.USD","LU0385154629.USD","BK1590","SG9999002828.SGD","BK4602","LU0348767384.USD","LU0359202008.SGD","BK1170","09067"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637800906","title":"小摩：百度集团-SW目标价升至225港元 维持“增持” 评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2637800906","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637800906?lang=zh_cn&edition=full","pubTime":"2026-05-21 15:26","pubTimestamp":1779348360,"startTime":"0","endTime":"0","summary":" 摩根大通发布研报称，重新评估百度集团-SW的业务架构。小摩将百度港股目标价由195港元上调至225港元，百度美股目标价由200美元上调至230美元，评级维持“增持”。该行预测，随着AI业务占比机械式上升，而广告业务的拖累因基数变小而减弱，此趋势将在2026年持续强化。然而，百度今年第一季的业绩打破了这一说法。百度核心AI业务收入达136亿元人民币，同比增长49%，首次在百度核心业务中占比过半，达52%。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-05-21/doc-inhyrvzn9109760.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":["LU1989763690.USD","LU0072462343.USD","LU1989763427.SGD","BK4535","LU0471298694.HKD","LU0359201885.HKD","LU0456827905.SGD","HK0000320264.USD","BK4136","LU1863844749.USD","LU1328615791.USD","LU0856984785.SGD","LU0612318971.USD","LU1803068623.USD","BIDG","LU2401740654.USD","BK4514","BK1609","LU0229945570.USD","LU2298321311.HKD","BK1615","LU0819121731.USD","LU0287142896.SGD","LU1119994140.HKD","LU0871576103.HKD","LU0762541174.USD","LU0471298777.SGD","LU0831093199.SGD","LU1481107354.HKD","LU0630378692.HKD","BK4543","LU0163747925.USD","LU0575583348.USD","BK1095","LU0197773673.USD","BK4614","LU0588546209.SGD","LU0997586606.USD","BK4585","LU1920063259.USD","LU0823426308.USD","LU1892829315.USD","GB00BDT5M118.USD","LU0612318385.USD","BK4531","LU2380233275.USD","LU0326950275.SGD","LU0550127509.SGD","LU2360106947.USD","LU2242652126.USD","LU2778985437.USD","BK1587","HK0000306685.HKD","IE0034224299.USD","LU1115378108.SGD","LU1863844665.USD","SG9999002463.SGD","LU0385154629.USD","LU1188198961.HKD","LU2092937221.SGD","LU2039709279.SGD","LU1048596156.SGD","LU0543330566.HKD","LU1048588211.SGD","LU0197773160.USD","LU2242646235.USD","LU0315179316.USD","LU0997587240.USD","LU0762540952.USD","LU0417516902.SGD","LU1920062954.HKD","BK4077","LU0320764599.SGD","LU0463099449.HKD","BK4602","LU0821914370.USD","BK4548","89888","LU0164880469.USD","LU0244354667.USD","LU0348825331.USD","BK4612","LU0708995583.HKD","LU0228367735.SGD","BK1588","LU0048578792.EUR","LU0149721374.USD","LU0762542818.HKD","LU0173614495.USD","BK1575","LU1831875114.USD","LU1023057109.AUD","BIDU","09888","BK4574","LU0164865239.USD","LU1015430645.USD","LU2360108059.USD","LU0823426480.USD","LU0039217434.USD","BK4526","HK0000320223.HKD","BK4552","LU0531971595.HKD","LU1430597077.USD","SG9999002828.SGD","LU0052750758.USD","LU0348735423.USD","LU0630378429.USD","LU2242646821.SGD","LU2476274308.USD","BK4579","LU0043850808.USD","LU0654597011.USD","LU2041044095.USD","BK4588","LU0640798160.USD","LU0417516738.SGD","KBDU","LU0359201612.USD","SG9999014674.SGD","IE00B0JY6N72.USD","LU0307460666.USD","BK4504","BK4587","HK0000306701.USD","LU0359202008.SGD","LU0051755006.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637021338","title":"【券商聚焦】开源证券维持百度(09888)“买入”评级 指AI贡献收入持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2637021338","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637021338?lang=zh_cn&edition=full","pubTime":"2026-05-21 14:23","pubTimestamp":1779344619,"startTime":"0","endTime":"0","summary":"百度收入320.75亿元，同比下滑1.2%；经调整净利润43.32亿元，同比下滑33%。AI应用收入25亿元，同比基本持平；AI原生营销服务收入23亿元，同比增长36%；萝卜快跑全无人自动驾驶营运单量达320万单，总订单量同比增长超120%，截至2026年5月覆盖全球27个城市。维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981933","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B0JY6N72.USD","LU0856984785.SGD","LU0149721374.USD","BK4579","LU1188198961.HKD","LU0359202008.SGD","BK1609","BK4535","HK0000306701.USD","LU1048596156.SGD","LU1048588211.SGD","BK4612","LU1481107354.HKD","LU1023057109.AUD","BK4077","LU0831093199.SGD","BIDU","LU0039217434.USD","LU0287142896.SGD","BK4614","LU0823426308.USD","LU0417516902.SGD","SG9999014674.SGD","BK4543","LU0630378692.HKD","LU0320764599.SGD","LU0463099449.HKD","BIDG","LU0326950275.SGD","LU0164880469.USD","LU0164865239.USD","BK4531","LU0588546209.SGD","LU0052750758.USD","LU0708995583.HKD","BK4526","LU0762541174.USD","LU0871576103.HKD","LU0043850808.USD","LU0762542818.HKD","BK4587","BK1575","LU0630378429.USD","BK4504","LU2778985437.USD","BK1615","LU0543330566.HKD","BK1587","BK4585","LU0640798160.USD","LU0348735423.USD","HK0000320223.HKD","BK4588","BK4514","LU0051755006.USD","LU0531971595.HKD","LU0821914370.USD","HK0000320264.USD","LU0229945570.USD","BK4602","LU0456827905.SGD","KBDU","LU0163747925.USD","LU0762540952.USD","LU0359201885.HKD","LU0823426480.USD","LU0244354667.USD","LU1831875114.USD","LU0359201612.USD","SG9999002463.SGD","LU0173614495.USD","LU0072462343.USD","SG9999002828.SGD","IE0034224299.USD","BK4574","LU0197773673.USD","LU0197773160.USD","LU2476274308.USD","BK1095","LU0315179316.USD","BK4548","LU0417516738.SGD","09888","LU1328615791.USD","BK4552","LU0819121731.USD","LU0348825331.USD","HK0000306685.HKD","BK1588","LU0228367735.SGD","LU1115378108.SGD","LU2039709279.SGD","LU0307460666.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637737801","title":"高盛：百度集团-SW(09888)AI云业务持续强劲 料AI业务年底占比过半","url":"https://stock-news.laohu8.com/highlight/detail?id=2637737801","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637737801?lang=zh_cn&edition=full","pubTime":"2026-05-21 11:36","pubTimestamp":1779334610,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，百度集团-SW今年首季业绩显示云业务收入加速增长，尤其是GPU-based云服务。管理层在分析师会议上透露，百度目标是在未来数季，云业务增长速度超越市场及主要同业。高盛预期，中期GPU云业务的毛利率目标为35%至40%，而传统CPU及内存服务毛利率为25%至30%。管理层旨在让人工智能驱动业务占总收入超过50%，并通过核心云/芯片收入快速增长，来减少控股公司折让。","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":"http://www.zhitongcaijing.com/content/detail/1444356.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK4077","LU1023057109.AUD","IE0034224299.USD","LU2778985437.USD","BK4614","LU0762540952.USD","LU1803068623.USD","HK0000306701.USD","LU1831875114.USD","BK4579","LU0048578792.EUR","LU2401740654.USD","LU2242652126.USD","LU0997586606.USD","LU1863844749.USD","LU0359201885.HKD","LU0708995583.HKD","BK4587","09888","LU0831093199.SGD","BIDU","LU1188198961.HKD","LU0320764599.SGD","LU0630378692.HKD","BK4535","HK0000320223.HKD","IE00B0JY6N72.USD","LU2041044095.USD","BK1588","LU1328615791.USD","LU0173614495.USD","BK1609","BK1575","BK4552","LU2039709279.SGD","BK4531","LU0856984785.SGD","BK4602","KBDU","LU2476274308.USD","BK4543","LU0197773673.USD","LU0287142896.SGD","LU1119994140.HKD","GB00BDT5M118.USD","LU1920063259.USD","LU1048588211.SGD","LU2092937221.SGD","LU2360108059.USD","LU0640798160.USD","BK4526","LU0149721374.USD","LU0164865239.USD","LU1892829315.USD","89888","LU0463099449.HKD","LU0550127509.SGD","LU2360106947.USD","LU0543330566.HKD","HK0000306685.HKD","LU0630378429.USD","LU0051755006.USD","LU0823426480.USD","BK4136","BK1095","BK4612","LU2298321311.HKD","LU0163747925.USD","BK4548","BK1587","LU1989763690.USD","LU0762541174.USD","LU1863844665.USD","LU0164880469.USD","BK4504","BK4514","LU0456827905.SGD","LU0307460666.USD","LU1481107354.HKD","LU0359201612.USD","LU1989763427.SGD","LU1430597077.USD","LU0471298777.SGD","LU0359202008.SGD","LU0348735423.USD","LU0819121731.USD","LU0612318385.USD","LU2242646821.SGD","LU0821914370.USD","LU1048596156.SGD","LU0385154629.USD","LU0315179316.USD","SG9999002463.SGD","LU0052750758.USD","LU0228367735.SGD","LU0612318971.USD","SG9999014674.SGD","LU0417516738.SGD","LU0072462343.USD","BIDG","HK0000320264.USD","LU0197773160.USD","LU0348825331.USD","LU1115378108.SGD","BK1615","LU0823426308.USD","LU0871576103.HKD","LU0588546209.SGD","BK4585","BK4574","LU0471298694.HKD","LU2242646235.USD","LU0654597011.USD","LU0039217434.USD","LU0417516902.SGD","LU1015430645.USD","SG9999002828.SGD","BK4588","LU0326950275.SGD","LU0531971595.HKD","LU1920062954.HKD","LU2380233275.USD","LU0244354667.USD","LU0229945570.USD","LU0762542818.HKD","LU0997587240.USD","LU0575583348.USD","LU0043850808.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637035768","title":"各大平台花式预热，今年真618变了","url":"https://stock-news.laohu8.com/highlight/detail?id=2637035768","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637035768?lang=zh_cn&edition=full","pubTime":"2026-05-21 10:29","pubTimestamp":1779330540,"startTime":"0","endTime":"0","summary":"距离618年中大促还有大半个月，电商战场早已硝烟四起，各大平台提前开启密集预热，各类优惠玩法、爆款福利轮番上线，早早点燃了消费者的年中购物热情，一场全民年中消费狂欢已然拉开序幕。","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://finance.eastmoney.com/a/202605213744679576.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_eastmoney","symbols":["LU0630378429.USD","BK4531","BK4552","BK4505","BK4526","LU0640798160.USD","BK4122","VIPS","BK4509","LU0197773160.USD","BK4558","BK4588","LU1115378108.SGD","BK4503","BK4585","BK4220","LU0630378692.HKD","LU0197773673.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1125665278","title":"SpaceX正式提交IPO申请","url":"https://stock-news.laohu8.com/highlight/detail?id=1125665278","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1125665278?lang=zh_cn&edition=full","pubTime":"2026-05-21 05:24","pubTimestamp":1779312294,"startTime":"0","endTime":"0","summary":"5月20日 - 太空探索技术公司已正式提交首次公开募股申请。该公司计划在纳斯达克交易所上市，股票代码拟定为SPCX。此次IPO将发行A类普通股。SpaceX在招股文件中披露了其雄心勃勃的未来规划。在发射频率方面，SpaceX预计未来将能够将年发射量提升至数千次。关于收购Cursor公司的交易，SpaceX表示，在IPO完成后，对价将由A类普通股构成，隐含股权价值为600亿美元。SpaceX的长期愿景更为宏大。同时，SpaceX还计划在月球和火星上建立制造基础设施。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"073fb8a9651164701c11b2776431524a","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":["LU2417539215.USD","IE00B19Z3581.USD","TSLY","BK4581","SG9999015952.SGD","BK4515","07366","LU1791710400.SGD","LU0061475181.USD","LU1267930227.SGD","LU2462157665.USD","LU0820561818.USD","LU1988902786.USD","LU2089284900.SGD","LU2028103732.USD","LU2213496289.HKD","IE00BWXC8680.SGD","LU2125154778.USD","LU1839511570.USD","LU2764263039.SGD","LU1244550221.USD","LU2756315318.SGD","LU0477156797.USD","BK4533","LU0210528500.USD","LU0130518102.USD","LU2129689605.HKD","LU0306806265.USD","IE00B7SZLL34.SGD","BK4127","LU0203347892.USD","GS","LU0077335932.USD","LU0912757837.SGD","LU0128525689.USD","CRSH","IE00B19Z9505.USD","LU1232071149.USD","LU0321505868.SGD","LU0130517989.USD","LU0133085943.USD","TSLT","IE00B19Z8X17.USD","IE000M9KFDE8.USD","LU1145028129.USD","LU0052756011.USD","LU2750360997.AUD","LU1778281490.HKD","LU1551013425.SGD","LU2357627491.SGD","SG9999015986.USD","BK4535","LU0130102774.USD","LU1852331112.SGD","LU1868836757.USD","IE00BZ1G4Q59.USD","LU0234572021.USD","LU1861215975.USD","IE0034235303.USD","LU2111349929.HKD","BK4566","LU0251131958.USD","LU1668664300.SGD","BK4612","IE00BBT3K403.USD","BK4099","09766","IE00BKVL7J92.USD","LU2543165471.USD","IE0001KFT4U8.USD","LU1280957306.USD","BK4574","LU0306807586.USD","LU1429558221.USD","LU0320765489.SGD","C","04335","TSLR","LU2357305700.SGD","LU0795875086.SGD","BK4552","BK4543","LU1496350171.SGD","TSLI","LU0225283273.USD","LU0868494708.USD","LU0210536198.USD","LU2236285917.USD","BK4548","LU0096364046.USD","LU0323591593.USD","LU0149725797.USD","LU0154236417.USD","LU0256863902.USD","BK4550","LU0158827948.USD","BK4504","BK4554","LU0256863811.USD","LU0942090050.USD","TSLO","IE00B19Z3B42.SGD","LU1861220033.SGD","LU0466842654.USD","BK4551","LU0719512351.SGD","LU1880398554.USD","LU0823411888.USD","LU1066051811.HKD","LU0006306889.USD","LU0672654240.SGD","LU2347655156.SGD","LU1880398471.USD","BK4588","LU0823414478.USD","JPM","LU0106831901.USD","LU2360107168.USD","BK4512","LU0234570918.USD","LU1861558580.USD","09366","LU0098860793.USD","LU0130103400.USD","TSLQ","BK4516","LU0528227936.USD","LU1506573853.SGD","IE00BK4W5L77.USD","LU0321505439.SGD","LU2720916845.USD","LU0787776722.HKD","LU0162691827.USD","LU1674673428.USD","LU2148611432.USD","BK4527","LU2750360641.GBP","LU1791807156.HKD","LU0882574139.USD","LU0211331839.USD","IE00B1XK9C88.USD","LU1732799900.SGD","IE0004086264.USD","TSL","BK7095","LU1629891620.HKD","LU2250418816.HKD","IE00BFXG1179.USD","LU1066051498.USD","LU1868837300.USD","BK4529","LU1868837136.USD","TSLW","LU1267930730.SGD","LU0477156953.USD","LU1720051108.HKD","LU0314106906.USD","LU0053666078.USD","LU0868494617.USD","LU2764263203.CNY","LU0048573561.USD","LU1035773651.USD","LU1861559042.SGD","BK4585","LU1496350502.SGD","LU0648000940.SGD","LU2403377893.USD","LU1989772840.SGD","LU0648001328.SGD","LU2237443382.USD","LU0708995401.HKD","LU2108987350.USD","LU2420271590.USD","IE00BK4W5M84.HKD","LU1718418525.SGD","IE00BLSP4239.USD","LU2265009873.SGD","BK4559","LU0820561909.HKD","LU1162221912.USD","LU2237443549.SGD","TSYY","LINT","TSLP","LU0320765059.SGD","LU0557290698.USD","LU2471134523.USD","TSLZ","MS","GSX","TSLL","IE0002270589.USD","BK4511","LU0203345920.USD","LU2290526834.HKD","LU0417517546.SGD","LU2471134796.USD","LU0640476718.USD","IE0004091025.USD","LU2487616109.SGD","LU1989772923.USD","LU1551013342.USD","LU0971096721.USD","LU0348723411.USD","LU0683600562.USD","TSDD","IE00B1BXHZ80.USD","INTC","LU1066053197.SGD","LU2471134952.CNY","LU0859254822.USD","LU2237443978.SGD","LU1883839398.USD","LU2023251221.USD","LU2129689514.USD","LU0943347566.SGD","BK4598","LU2133065610.SGD","LU2023250330.USD","LU2264538146.SGD","LU0314104364.USD","LU1064131342.USD","LU1804176565.USD","LU1674673691.USD","BK4141","LU0795875169.SGD","BK4553","LU0106261372.USD","LU0345770308.USD","LU2125154935.USD","LU2089985449.USD","LU0742534661.SGD","IE0034235188.USD","LU2931357623.SGD","LU2764262908.HKD","LU1914381329.SGD","LU2896262040.SGD","LU0082616367.USD","LU2237438978.USD","LU2471134879.HKD","IE00BSNM7G36.USD","LU2087621335.USD","LU2756315664.SGD","TESL","LU2360032135.SGD","07766","LU0320765646.SGD","TSII","BK4604","LU1732800096.USD","IE00BJLML261.HKD","LU0072461881.USD","LU1894683348.USD","LU0390134368.USD","LU0056508442.USD","LU0198837287.USD","LU0070302665.USD","LU0170899867.USD","LU1894683264.USD","INTW","LU0820562030.AUD","LU1201861249.SGD","SG9999015978.US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23:36","pubTimestamp":1779291360,"startTime":"0","endTime":"0","summary":"此次 IPO 目标募资 750 亿美元，估值剑指 2 万亿美元，将远超沙特阿美 2019 年 294 亿美元的募资规模，创下全球 IPO 历史纪录。市场对 SpaceX 估值争议显著，此前美股科技公司首日估值从未突破 1000 亿美元。而 SpaceX 依托太空与 AI 双赛道，叠加 Starlink 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