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"title": "1998还是2000？高盛：AI股暴跌更像LTCM危机而非网路泡沫化 但最大疑问仍是投资回报",
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"createdAt": "2026-11-07T00:50:03.000Z",
"description": "科技股重挫，纳指跌5.5%、费半跌12%，高盛指杠杆ETF、程式交易及做市商避险加剧流动性冲击。 高盛认为更像1998年LTCM危机，AI基本面仍在，但融资能力及营收能否支撑资本支出仍待验证。 超大科企今年已发债2960亿美元，资料中心CDS突破500基点，监管与建设延迟恐推升融资成本。",
"link": "https://news.cnyes.com/news/id/6651832",
"path": "/new/AI",
"name": "科技",
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},
{
"id": 23967,
"title": "民主党横扫国会后 微软出售Xbox可能性扩大",
"shortTitle": "民主党横扫国会后 微软出售Xbox可能性扩大",
"img": "https://cimg.cnyes.cool/prod/news/6648374/l/26df7b21244291389f5e6449925690c3.jpg",
"createdAt": "2026-11-07T00:40:05.000Z",
"description": "民主党掌国会后，资料中心政策风险升温，可能促使微软出售 Xbox。 美国逾40个城镇及郡表决资料中心措施，至少10个通过限制或禁令；56%选民将候选人对AI与资料中心立场视为重要因素。 微软发言人称 Xbox 并未求售。",
"link": "https://news.cnyes.com/news/id/6648374",
"path": "/new/AI",
"name": "科技",
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},
{
"id": 23972,
"title": "美股收盘／晶片股反弹、那指涨1.1%周线仍连四黑",
"shortTitle": "美股收盘／晶片股反弹、那指涨1.1%周线仍连四黑",
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"createdAt": "2026-11-07T00:30:09.000Z",
"description": "2026年11月07日（优分析／产业数据中心报导）⸺ 美股周五（6日）收盘涨跌互见，科技股在前一日重挫后反弹，晶片股领涨，带动那斯达克指数上扬1.1%，标普500指数小幅收红，道琼指数则续跌。科技股回升未能扭转整周颓势，那指周线仍连续第四周下跌，市场持续评估AI投资前景与利率走向。 那斯达克指数收涨264点，报24,579点，涨幅1.1%；标普500指数上涨23点，收7,377点，涨幅0.32%；道琼工业指数下跌237点，收51,286点，跌幅0.46%。整周来看，那指下跌3.4%，标普500跌",
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"path": "/new/mg",
"name": "美股",
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{
"id": 23961,
"title": "巨亨速报 - Factset 最新调查：颖崴(6515-TW)EPS预估下修至91.34元，预估目标价为8175元",
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"createdAt": "2026-11-07T00:10:40.000Z",
"description": "根据FactSet最新调查，共10位分析师，对颖崴(6515-TW)做出2026年EPS预估：中位数由93.27元下修至91.34元，其中最高估值103.52元，最低估值88.08元，预估目标价为8175元。市场预估EPS预估值2026年(前值)2027年2028年最高值103.52(103.52)200.25383.04最低值88.08(88.08)147.44239.54平均值92.97(93.59)178.72316.67中位数91.34(93.27)185.45328.92市场预估营收预",
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"path": "/new/tw",
"name": "台股",
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"id": 23962,
"title": "巨亨速报 - Factset 最新调查：世界(5347-TW)EPS预估上修至6.09元，预估目标价为194元",
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"createdAt": "2026-11-07T00:10:39.000Z",
"description": "根据FactSet最新调查，共17位分析师，对世界(5347-TW)做出2026年EPS预估：中位数由6.04元上修至6.09元，其中最高估值6.5元，最低估值5.83元，预估目标价为194元。市场预估EPS预估值2026年(前值)2027年2028年最高值6.5(6.5)10.4610.92最低值5.83(5.83)6.167.92平均值6.12(6.09)7.619.7中位数6.09(6.04)7.599.64市场预估营收预估值(单位：新台币千元)2026年2027年2028年最高值59,6",
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"path": "/new/tw",
"name": "台股",
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"title": "1998还是2000？高盛：AI股暴跌更像LTCM危机而非网路泡沫化 但最大疑问仍是投资回报",
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"title": "香港金管局遭不法分子冒充，投资者须警惕虚假登录页面",
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"title": "Doo Prime德璞资本完成品牌重塑升级为 D Prime",
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"title": "为什么选择XM平台交易黄金？XM平台有什么独特的魅力？",
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"description": "EC Markets（EC 外汇）是中文交易者中关注度较高的经纪商之一。很多人在选平台时会问：EC Markets 正规吗？点差高不高？出金快不快？这篇测评从监管、交易成本、出入金、优缺点几个方面做客观梳理，帮你判断它是否适合自己。...",
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"title": "TMGM外汇怎么样？2026最新平台测评（监管+点差+出入金实测）",
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"description": "TMGM 是近年在中文外汇圈讨论度很高的交易商之一。很多新手在选平台时都会问：TMGM 正规吗？点差高不高？出金快不快？这篇测评从监管、交易成本、出入金、优缺点几个方面做一个客观梳理，帮你判断它适不适合自己。...",
"link": "https://www.chiefrich.com/edu/21134.html",
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"name": "外汇平台",
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"id": 23136,
"title": "为什么选择XM平台交易黄金？XM平台有什么独特的魅力？",
"shortTitle": null,
"img": "/public/uploads/default/image/2026/11/04/1793732419385_rp5feh.jpg",
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"description": "由于地缘政治的不稳定性以及全球经济的波动，黄金价格持续经历着涨跌变化。因此，许多投资者的目光转向黄金品种，选择外汇平台参与黄金市场。其中，XM外汇平台在市场经过15年的风雨...",
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"description": "TMGM（TradeMax Global Markets）成立于 2013 年，总部位于澳大利亚悉尼，是一家面向全球投资者的金融交易服务平台。公开数据显示，平台的月均交易额超过 2040 亿美元，并在亚洲、大洋洲和欧洲设有多个办事处，业务范围覆盖三大洲。...",
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"title": "1998还是2000？高盛：AI股暴跌更像LTCM危机而非网路泡沫化 但最大疑问仍是投资回报",
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