IE00B19Z3B42.SGD Legg Mason ClearBridge - Value A Acc SGD
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北京优虎网络科技有限公司
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07:03","pubTimestamp":1770591799,"startTime":"0","endTime":"0","summary":"格隆汇2月9日｜高盛集团交易部门称，美国股市在上周五反弹，几乎收复当周残酷的跌幅后，本周又将面临来自趋势跟踪型算法基金的更多抛售压力。标普500指数已破短期触发点，引发商品交易顾问（CTA）抛售股票。高盛预计，无论市场走向如何，这些追踪股市走势而非基本面因素的系统性策略在未来一周仍将保持净卖出。高盛表示，如果股市再次下跌，本周可能引发约330亿美元的抛售。如果市场压力持续且标普500指数跌破6707点，未来一个月可能会有高达800亿美元的系统性抛售。而在市场平稳的情况下，预计CTA本周将抛售约154亿美元的美国股票，即便股市上涨，这些基金预计仍将抛售约87亿美元。","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=nesSN20260209070509a48c64c8&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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| AI驱动北美云厂资本开支继续高速增长，但ROIC环比下滑——北美云厂商资本开支与AI应用专题报告【浙商传媒互联网冯翠婷团队】","url":"https://stock-news.laohu8.com/highlight/detail?id=2610742125","media":"寻找涨婷","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610742125?lang=zh_cn&edition=full","pubTime":"2026-02-08 23:36","pubTimestamp":1770564973,"startTime":"0","endTime":"0","summary":"报告导读北美四大云厂资本开支仍处于上升周期，资本开支落地在“云服务、打造新产品、赋能核心主业”上。北美四大云厂资本开支周期仍处于爬坡阶段，整体维持高位运行，全年及长期投资指引积极。报告数据源自官方业绩会翻译，翻译不完整性可能导致信息误解。","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=nesSN20260208235520a48b9b08&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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Google这份败家财报把华尔街都给整不会了","url":"https://stock-news.laohu8.com/highlight/detail?id=2609573685","media":"JQman科技网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609573685?lang=zh_cn&edition=full","pubTime":"2026-02-08 15:41","pubTimestamp":1770536476,"startTime":"0","endTime":"0","summary":"AI能否盈利？给AI投入是否过度？关注AI新闻的人或许都有此疑问。然而，Google母公司Alphabet最新发布的四季度财报给出了有力回应。财报显示，Alphabet全年营收首次突破4000亿美元，其中AI技术落地与谷歌云业务的高速扩张成为主要驱动力。谷歌云业务在四季度营收达177亿美元，同比激增48%，这得益于企业AI基础设施、AI解决方案及核心云服务的强劲需求。此外，Alphabet计划2026年投入1750亿至1850亿美元用于资本支出，聚焦AI算力基建，这进一步彰显了AI技术的商业价值和市场潜力。","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=nesSN20260208154121a6e172f2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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同比增9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609783605","media":"雷递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609783605?lang=zh_cn&edition=full","pubTime":"2026-02-08 14:05","pubTimestamp":1770530700,"startTime":"0","endTime":"0","summary":"财报显示，Meta在2025年营收为2009.66亿美元，较上年同期的1645亿美元增长22%。Meta在2025年第四季度营收为598.93亿美元，较上年同期的483.85亿美元增长24%；运营利润为247.45亿美元，较上年同期的233.65亿美元增长6%；净利为227.68亿美元，较上年同期的208.38亿美元增长9%。Meta在2025年第四季度和全年，A类普通股回购额分别为零和262.6亿美元，股息及股息等值支付总额分别为13.4亿美元和53.2亿美元。Meta预计2026年第一季度总收入将在535亿至565亿美元之间。","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=nesSN2026020814190697a5554a&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, 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08:06","pubTimestamp":1770509176,"startTime":"0","endTime":"0","summary":"先是前 OpenAI 研究员姚顺雨被传1亿年薪入职腾讯，经过几次辟谣之后，终于在去年底正式加入腾讯，头衔是首席 AI 科学家，直接向腾讯总裁刘炽平汇报。这批 90 后领军人物，我管他们叫 “Transformer 原生代”。这意味着，90后一出道，接触到的就是 Scaling Laws。但对 90 后少帅来说，这是信仰。的话：2026 年，中国大模型的权力交接已经完成了。","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://tech.ifeng.com/c/8qZOpsSOSVc","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":["LU0449515922.USD","LU0918141705.HKD","LU1815333072.USD","SG9999001689.USD","IE00BZ199S13.USD","LU0417516571.SGD","LU0469268626.HKD","LU0964807845.USD","LU0143863198.USD","IE00BBT3K403.USD","LU0455707207.USD","LU0225283273.USD","GOOY","LU0516422366.SGD","LU2361044865.SGD","LU1066053197.SGD","LU1770034418.SGD","LU1066051498.USD","LU1769817096.USD","LU0128525689.USD","LU0310799852.SGD","IE00B067MR52.USD","IE00B775SV38.USD","LU0541501648.USD","LU1221951046.USD","LU2097828631.EUR","LU2242650005.HKD","LU0738911758.USD","LU0708995401.HKD","LU0353189763.USD","BK4122","LU2326559502.SGD","IE00B8HQ1Z84.USD","LU2360032135.SGD","BK4565","LU1008478684.HKD","LU2023250843.SGD","LU0417516902.SGD","BK4535","LU0070217475.USD","LU0708994859.HKD","LU0942090050.USD","LU0786609619.USD","LU0170899867.USD","LU0056508442.USD","LU0127658192.USD","LU0011850046.USD","IE0009356076.USD","LU1044874839.SGD","LU0605514214.HKD","SG9999004220.SGD","BK4574","LU1718418525.SGD","BK1591","LU1069347547.HKD","LU2087589342.USD","LU0211326755.USD","LU0543330483.HKD","LU0648000940.SGD","LU1868836757.USD","LU0265550359.USD","IE0034235303.USD","SG9999002562.SGD","GB00B4LPDJ14.GBP","LU2498475776.HKD","IE00BSNM7G36.USD","LU0130103400.USD","LU2089284900.SGD","LU0868494617.USD","IE00B7KXQ091.USD","LU1145028129.USD","LU1725190679.HKD","IE00BLSP4239.USD","LU0577902538.SGD","LU1066051811.HKD","LU2271345857.HKD","IE00BFXG0V08.USD","LU0192582467.USD","LU0784383803.USD","LU0084288322.USD","LU2236285917.USD","LU0797268264.HKD","LU0823426308.USD","LU1794554557.SGD","LU1868837565.USD","LU0572944931.SGD","IE00BFSS8Q28.SGD","LU0791591158.USD","LU2720916845.USD","IE0032834883.USD","IE00B29SXG58.USD","LU0054237671.USD","LU0477156797.USD","LU2125154935.USD","GOOP","LU2552382215.SGD","IE00B0JY6N72.USD","IE00BKVL7J92.USD","LU1074936037.SGD","SG9999003461.SGD","LU1914381329.SGD","BK4561","LU1785774172.SGD","LU1674673428.USD","LU0494093205.USD","LU1366192091.USD","LU0426412945.USD","IE00BJTD4V19.USD","BK1531","LU2242644610.SGD","LU3063872942.SGD","LU0531971595.HKD","IE00BQXX3F31.USD","LU0577902454.USD","LU1003077747.HKD","LU2543165471.USD","LU1037948541.HKD","LU1152091754.HKD","LU1734074674.USD","BK4532","LU0049853897.USD","LU0417516738.SGD","LU2097828557.USD","LU0633140560.USD","IE0003895053.USD","LU0648001328.SGD","LU1868837136.USD","IE00BJJMRX11.SGD","LU0047713382.USD","LU0873338254.USD","IE00B031J352.USD","LU1496350171.SGD","LU2265009873.SGD","LU1852331112.SGD","LU0326950275.SGD","LU0509642566.USD","LU0545039389.USD","LU1934455194.USD","BK4548","LU0828237940.HKD","LU1951198990.SGD","LU0287142896.SGD","LU2087621335.USD","LU0072462343.USD","LU1046422090.SGD","LU2491050071.SGD","BK4579","LU0345774631.USD","LU1235295612.USD","IE00BZ08YS42.EUR","LU0308772762.SGD","IE00BGV7N243.SGD","LU0819121731.USD","LU1328277881.USD","GOU","LU1868837300.USD","IE00B1XK9C88.USD","LU0345770308.USD","LU0426417589.USD","LU0588545490.SGD","IE00BFSS7M15.SGD","LU0444971666.USD","LU1242518857.USD","BK1521","IE00BKDWB100.SGD","LU2461242641.AUD","LU0553294199.USD","IE0008368411.USD","LU0345770993.USD","LU0348723411.USD","HK0000352291.HKD","BK1615","LU0251144936.SGD","SG9999014906.USD","BK4576","BK4602","LU2279701549.SGD","LU0449509016.USD","HK0000914660.USD","LU0708995583.HKD","LU2381873111.SGD","LU0823413587.USD","SG9999000459.SGD","LU1699723380.USD","LU0079474960.USD","LU0476273544.USD","SG9999014674.SGD","LU0320764755.SGD","IE00B5949003.HKD","SG9999014880.SGD","LU2552382058.USD","LU0640476718.USD","LU2430703095.HKD","BK4598","LU0499858602.USD","LU1489326972.SGD","LU1224709979.USD","IE00BMPRXN33.USD","LU2491049909.HKD","LU1814569148.SGD","LU0823426480.USD","LU0965509101.SGD","LU1303224171.USD","LU2023250504.SGD","TCEHY","LU0320764599.SGD","IE00BMPRXR70.SGD","LU0261950983.USD","LU0890818403.SGD","LU0106252389.USD","LU0323591593.USD","LU1430594728.SGD","LU2168564495.EUR","LU1951200564.SGD","IE0032431581.USD","LU0882747503.HKD","LU2360106780.USD","LU2097344431.USD","LU0149534421.HKD","GOOW","TCHmain","BABO","SGXZ31699556.SGD","LU0228367735.SGD","LU0048584097.USD","BK4558","LU2430703251.USD","LU0061475181.USD","LU0203202063.USD","LU2039709279.SGD","LU0061474960.USD","LU0265550946.USD","LU1770036033.HKD","LU0096364046.USD","SG9999014914.USD","LU0516423174.USD","LU2404859667.USD","SG9999001069.SGD","LU0316494557.USD","BABX","LU1733274473.HKD","LU1282648689.USD","LU1935042215.USD","LU1196710864.SGD","LU1917777945.USD","SG9999000418.SGD","USJW.SI","LU0348816934.USD","BK1517","LU0979878070.USD","BK4514","LU0724617625.USD","LU2237443465.HKD","BABW","IE00B5MMRT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03:36","pubTimestamp":1770492973,"startTime":"0","endTime":"0","summary":"据知情人士透露，美国联邦通信委员会（FCC）已正式启动调查，以确认美国广播公司（ABC）旗下脱口秀节目《观点》在专访得克萨斯州参议员候选人过程中，是否违反联邦选举法规中关于\"平等时间\"的条款。此次调查聚焦于迪士尼旗下媒体平台是否在政治候选人报道中保持中立性原则，引发业界对广播电视政治报道合规性的高度关注。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1548497426.USD","LU1720051017.SGD","LU0251131958.USD","LU0048573561.USD","LU0070302665.USD","SG9999015986.USD","LU0795875169.SGD","LU1732799900.SGD","BK4554","BK4598","LU0640476718.USD","LU1069347547.HKD","IE0002270589.USD","LU0795875086.SGD","BK4561","LU0208291251.USD","LU0251142724.SGD","BK4507","LU1720051108.HKD","SG9999015945.SGD","LU0708994859.HKD","LU1035773651.USD","DIS","BK4581","LU0128525929.USD","LU0061475181.USD","LU0011850046.USD","LU0742534661.SGD","LU1894683264.USD","IE00B19Z3581.USD","LU1280957306.USD","LU0210533765.USD","SG9999015978.USD","GB00BDT5M118.USD","LU0786609619.USD","LU0310800379.SGD","IE00B7SZLL34.SGD","BK4550","LU2347655156.SGD","LU2357305700.SGD","LU0726765562.USD","LU1732800096.USD","BK4108","BK4551","BK4534","LU1894683348.USD","LU1267930573.SGD","SG9999015952.SGD","LU0029864427.USD","IE00BKVL7J92.USD","LU2347655073.USD","LU2133065610.SGD","BK4532","BK4588","LU0320765489.SGD","BK4585","LU0070217475.USD","LU1718418525.SGD","BK4524","IE00BZ1G4Q59.USD","IE00B19Z3B42.SGD","LU0912757837.SGD"],"gpt_icon":0},{"id":"2609034528","title":"谷歌-C2025财年实现净利润1,321.70亿美元，同比增加32.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609034528","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609034528?lang=zh_cn&edition=full","pubTime":"2026-02-08 00:00","pubTimestamp":1770480053,"startTime":"0","endTime":"0","summary":"2月8日，谷歌-C公布财报，公告显示公司2025财年净利润为1,321.70亿美元，同比增加32.01%；其中营业收入为4,029.62亿美元，同比增加15.20%，每股基本收益为10.91美元。从资产负债表来看，谷歌-C总负债1,800.16亿美元，其中短期债务56.46亿美元，资产负债比为5.00，流动比率为2.00。机构评级：截至2026年2月8日，当前有63家机构对谷歌-C目标价做出预测，其中目标均价为371.21美元，其中最低目标价为273.00美元，最高目标价为443.00美元。谷歌的云计算平台约占Alphabet收入的10%。","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=nesSN20260208000104a6df7925&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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19:21","pubTimestamp":1770463305,"startTime":"0","endTime":"0","summary":"格隆汇2月7日｜受人工智能和计算机芯片在经济各个领域的广泛应用推动，半导体行业今年的收入将首次达到1万亿美元。据半导体行业协会（SIA）预测，2025年半导体行业总销售额将达到7917亿美元，2026年还将增长26%。SIA首席执行官约翰·纽弗表示，半导体市场突破万亿美元大关的速度远超预期，这对整个商业世界来说都是个好兆头。对新型数据中心计算机的巨大需求为英伟达 、美光科技和其他芯片制造商带来了丰厚的利润。这使得该行业持续超越增长预期。纽弗表示，此前的预测者认为，该行业可能还需要四年时间才能达到万亿美元的规模。","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=nesSN20260207192314a6dee527&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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15:46","pubTimestamp":1770450405,"startTime":"0","endTime":"0","summary":"2月7日，亚马逊宣布，自2026年2月12日起，亚马逊将会对在变体商品间共享评论的方式实施变更。变更前，亚马逊会在商品的所有变体间共享评论，即使变体在功能或规格方面存在很大差异。变更后，亚马逊将仅在具有细微差异且不会影响功能的变体间共享评论。对于可能会影响商品整体星级评定和评论数量的较大差异变体，将不再显示共享评论。亚马逊表示，将于2026年2月12日至2026年5月31日期间按商品分类逐步实施这些变更。此举是为了帮助顾客在购买前更准确地了解特定商品的反馈，从而增加信任并降低退货率。","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=nesSN2026020715464597a548a1&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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12:52","pubTimestamp":1770439969,"startTime":"0","endTime":"0","summary":"DRAM在DDR5与DDR4品牌颗粒方面，因临近春节，部分贸易商为回笼资金、降低库存压力，陆续释出相对低价货源，使得市场报价出现小幅松动。DDR4 2Gx8：SK Hynix新Die价格下修至USD88.00左右，CJR-XNC报价维持在USD68.00上下。DDR4 512x8 3200：Samsung WF-BCWE报价维持在USD7.00以上。DDR4 256x16：Samsung WF-BCTD市场价格约为USD7.70左右。相较于Wafer，eMMC市场买气维持热络，现货成交活跃，价格持续上扬。大容量卡价格有小幅度上涨，双方议价动作仍是有限，整体成交量未能放大。","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=nesSN2026020714015797a546a4&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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