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Fidelity MSCI Industrials Index
89.90
+0.2370
0.26%
盤後:
89.90
0.0000
0.00%
19:30 EDT
成交量:
9.11萬
成交額:
816.22萬
市值:
22.12億
市盈率:
- -
高:
89.90
開:
89.56
低:
89.20
收:
89.66
52周最高:
100.00
52周最低:
78.27
股本:
2,460.00萬
流通股本:
2,460.00萬
量比:
0.17
換手率:
0.37%
股息:
0.90
股息率:
1.00%
淨資產收益率:
--
總資產收益率:
--
市淨率:
--
市盈率(LYR):
- -
資料載入中...
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新聞資訊
公告
阿里AI雲暴漲45%,資本開支激增75%豪賭未來
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美通社
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08/20
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·
08/19
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·
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·
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·
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·
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·
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·
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·
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·
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在騰訊2026Q2財報業績電話會上,騰訊總裁劉熾平回應了二季度公司資本開支增加的問題。他表示,騰訊的確正在算力上進行大規
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19:32","pubTimestamp":1787225571,"startTime":"0","endTime":"0","summary":"本季度,阿里巴巴AI云与计算服务收入同比暴涨45%,达到484.4亿元。路透社指出,为了接住这波AI需求,阿里巴巴的资本支出在本季度同比激增75%,达到676.8亿元。676亿砸下去,市场还在等一个答案45%的AI云增速足够惊艳,但75%的资本支出增速同样令人心惊。当竞争对手同样在算力战场上疯狂烧钱,当企业客户对AI服务的付费意愿仍在培育期,阿里巴巴这676亿元的季度资本开支,既是对未来的信心投票,也是一场不容有失的豪赌。","market":"hk","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.ifeng.com/c/8vkQRe3QBYz","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":null,"symbols":["LU1152091168.USD","KBAB","BBYY","LU0553294199.USD","AGIX","BK4585","LU1051769294.HKD","BK4526","BK4588","VTHR","CHAT","BK4587","BABU","FIDU","BK4505","LU2226246903.HKD","REGS","AIPO","CLIX","XLIX","BK4554","QTOC","BABW","XLII","VIS","BK4220","PSCI","IYJ","BABX","BABA","LU1688375341.USD","ONLN","LU1105468828.SGD","FRTY","LU0661504455.SGD","MADE","ALBmain","DRAG","DVIN","LU0545039389.USD","LU0651947912.USD","UXI","LU0880133367.SGD","ARTY","09988","LU1267930227.SGD","BABO","LU0501845795.SGD","TRUI","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660228393","title":"阿里Q2營收按年增9%略超預期,AI基礎設施投入推高資本開支,自由現金流淨流出擴大至447億元|財報見聞","url":"https://stock-news.laohu8.com/highlight/detail?id=2660228393","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660228393?lang=zh_tw&edition=fundamental","pubTime":"2026-08-20 17:45","pubTimestamp":1787219124,"startTime":"0","endTime":"0","summary":"2027财年Q1(2026自然年Q2),阿里收入同比增长9%至2689.5亿元,但利润因AI投入和一次性费用大幅承压。阿里云外部商业化收入增长45%,AI相关收入连续12个季度三位数增长,盈利能力同步改善。即时零售成为电商增速引擎,但传统电商承压。单季资本开支高达676.78亿元,自由现金流明显转负,公司正以短期利润换取AI长期竞争力。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779898","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":null,"symbols":["SHRY","SPDV","FRTY","TRUI","ABFL","MADE","QFHD","ALBmain","SFLO","UXI","VIS","ABOT","SYLD","DSMC","LYLD","AIPO","COWZ","ABLS","COWG","FIDU","BABA","MCOW","SCOW","PSCI","VFLO","TPFC","LGCF","QFRD","QQWZ","IYJ","XLIX","REGS","CAFG","XLII","LCOW","FCLD","PJFM","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660009404","title":"從實驗室到工廠:物理AI如何變革工業自動化","url":"https://stock-news.laohu8.com/highlight/detail?id=2660009404","media":"美通社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660009404?lang=zh_tw&edition=fundamental","pubTime":"2026-08-20 15:24","pubTimestamp":1787210640,"startTime":"0","endTime":"0","summary":"而这个试炼场并非未来的设想:物理AI今天已经在生产中发挥作用,协作机器人和自主移动机器人正在真实的工厂中执行实际任务。这也使协作机器人成为物理 AI 部署的核心载体。物理AI在工业生产场景的技术破局路径 尽管产业前景广阔,但嘉宾并未回避当前具身智能从实验室走向车间所面临的核心技术断层。这正是 AI 研究与工业机器人技术交汇的地方。AI 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國產算力景氣再獲驗證","url":"https://stock-news.laohu8.com/highlight/detail?id=2660445599","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660445599?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 16:30","pubTimestamp":1787128229,"startTime":"0","endTime":"0","summary":"中银国际主要观点如下:国产CSP资本开支扩张趋势确立2026H1腾讯资本开支达到847.20亿元,同比大增82%,其中算力采购规模提升是腾讯资本开支的主要投向之一。腾讯作为国内CSP厂商中AI资本开支相对较小的企业,其资本开支规模的扩大进一步强化了国产CSP的扩张趋势,该行预计阿里、字节等CSP厂商今年或将进一步扩大资本开支规模。","market":"hk","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/1481917.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_zhitongcaijing","symbols":["VIS","PSCI","IYJ","REGS","BK4585","FRTY","UXI","TRUI","FIDU","BK4588","WISE","MADE","LRNZ","GPTZ","DVIN","XLII","XLIX","PJFM","EPAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660255461","title":"ZFX山海證券:頁岩企業收緊資本開支","url":"https://stock-news.laohu8.com/highlight/detail?id=2660255461","media":"市场资讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660255461?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 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指高資本開支有望增厚淨利","url":"https://stock-news.laohu8.com/highlight/detail?id=2658214389","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658214389?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 14:40","pubTimestamp":1786516816,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发布研报指,港灯-SS 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