美股詳情

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Defiance AI and Power Infrastructure ETF

29.30

+0.24000.83%

成交量：60.20萬

成交額：1,760.46萬

市值：9.40億

市盈率：- -

高：29.40

開：29.03

低：28.95

收：29.06

52周最高：34.79

52周最低：20.65

股本：3,207.50萬

流通股本：3,207.50萬

量比：0.66

換手率：1.88%

股息：0.00

股息率：0.01%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

日本正在把全球「拖下水」

华尔街见闻

AI瓶頸大辯論：2027 頂峯瓶頸 vs 2028 產能大釋放與定價崩塌

华尔街见闻

泰禾智能成立科技發展公司，含AI相關業務

Salesforce洽購AI平台Listen Labs，交易估值約20億美元

OpenAI切斷Adobe等企業在ChatGPT投放部分競品AI產品廣告

商務部回應美方所謂AI蒸餾指控：於事無憑於法無據典型雙重標準

中国科技网

【券商聚焦】申萬宏源：9月後出口整體或維持較強韌性，AI與消費領域料是主要支撐

鳳凰AI研究院 | 美媒：跑贏博爾特後，中國機器人冠軍瞄準下一個戰場

凤凰网港股

AI安全威脅升温之際，亞馬遜(AMZN.US)任命網絡安全老將凱文·曼迪亞為董事

2026外灘大會開幕看AI從對話框走進真實生活

AI需求引爆「芯」進口一個終端訂單拉動一串跨國採購

研究機構 Sage Road Research 稱 AI 公司股價自 6 月高點下跌 20%

加州州長簽署獲Anthropic和OpenAI支持的AI安全法案

Ramp：Anthropic 佔美國企業 AI 付費份額 43.8%

鳳凰AI研究院 | OpenAI態度轉向求戴緊箍咒：力推AI強制新規

凤凰网港股

Ledger：聘任新安全主管應對 AI 驅動加密攻擊威脅

百融智能CEO張韶峯：AI正從工具走向生產力主體，重構企業價值創造

华夏时报网

Anthropic 發布 AI 經濟情景，極端情形 2030 年美國 GDP 增 32.4%

曾獲扎克伯格15億美元offer，這位明星AI研究員宣佈離開Meta

凤凰网科技

瘋狂的AI短劇月產4.7萬部，隱形「管線」戰打響，字節商湯已下場

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20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666562805","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666562805?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:54","pubTimestamp":1789001643,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，研究机构 Sage Road Research 发布《The AI Trade》执行摘要称，今年以来 Mag 7 跑输罗素 3000 指数约 8 个百分点，跑输 MSCI ACWI 近 9 个百分点。7 月 CBOE NDX 波动率指数相对 VIX 达到互联网泡沫以来高点，纳斯达克指数进入调整后出现 4 日 5% 反弹。截至报告撰写，AI 公司股价自 6 月 52 周高点下跌 20%。企业在 AI 成本飙升下难以实现投资回报，Uber、亚马逊、Meta 和沃尔玛等实施员工 AI 使用限制。模型同质化限制定价能力，中国开源模型成为 OpenAI 和 Anthropic 的廉价替代。AI 资本支出超预期，2026 年共识从 2025 年底 5270 亿美元升至年中约 8000 亿美元。2027 年超大规模云厂商资本支出预计占美国 GDP 的 3%，超过 1990 年代末电信光纤建设 1.2% 峰值的两倍。Allianz Research 计算 AI 投资与销售存在近 46% 增长差距，差于 2001 年电信泡沫的 32%。截至 6 月，超大规模云厂商及 Nvidia 等相关实体发行 2250 亿美元债券，同比上升 973.7%。科技巨头表外负债四年增 8 倍至 1.65 万亿美元。 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Ramp 首席经济学家 Ara Kharazian 于 9 月 9 日发布 2026 年 9 月 Ramp AI Index。该指数基于 Ramp 支出数据追踪美国企业 AI 使用情况。8 月，Anthropic 在为订阅或 token 付费的美国企业中份额达 43.8%，环比升 0.34 个百分点；OpenAI 为 39.8%，环比升 0.09 个百分点。整体新增 AI 采用仍在增长，但增速放缓，信息、金融和专业服务等技术行业领先。头部 1% 企业人均每月 AI 支出中位数下降 9.7%，从 7976 美元降至 7205 美元。每百万 token 有效价格较 2026 年 3 月峰值 1.15 美元下降 41%，至 0.68 美元。较便宜的标准模型推动用量，前沿模型（Opus、Fable、Sol）占 token 份额 45%。开源模型采用仍有限，占 AI 支出企业的 6.4%、全部企业的 3.6%。 ","market":"other","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.chaincatcher.com/article/2288727","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":["ARTY","CHAT","VTHR","AGIX","QTOC","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556616","title":"鳳凰AI研究院 | 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53，该法已于2026年1月1日起生效，强制大模型开发商公开安全框架、上报重大事故。","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://original.ifeng.com/c/8wIb3ae9p1M","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":["AIPO","QTOC","CHAT","ARTY","VTHR","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556685","title":"Ledger：聘任新安全主管應對 AI 驅動加密攻擊威脅","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556685","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556685?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:27","pubTimestamp":1789000063,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Bloomberg 报道，加密硬件钱包制造商 Ledger SAS 宣布聘请 Oded Blatman 出任首席信息官（CIO）兼首席安全官（CSO），将内部技术系统与安全职能整合至同一高管统筹管理。Blatman 此前任职于区块链公司 Fireblocks，将全面负责网络与基础设施安全、产品安全、物理及工作场所安全、内部 IT 及企业风险管理。 ","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://www.chaincatcher.com/article/2288722","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":["CHAT","QTOC","AGIX","VTHR","AIPO","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556454","title":"百融智能CEO張韶峯：AI正從工具走向生產力主體，重構企業價值創造","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556454","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556454?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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Lab联合创始人。几个月后，他最终以未披露的薪酬加入Meta。就在塔洛克宣布离职的前一天，Meta刚刚推出了一款新AI智能体，旨在让普通大众接纳这项技术。","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/8wIZNNsVqmm","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["VTHR","AIPO","QTOC","AGIX","CHAT","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666550325","title":"瘋狂的AI短劇月產4.7萬部，隱形「管線」戰打響，字節商湯已下場","url":"https://stock-news.laohu8.com/highlight/detail?id=2666550325","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666550325?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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