美股詳情

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Fidelity MSCI Industrials Index

89.90

+0.23700.26%

盤後：89.900.00000.00%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...

總覽公司新聞資訊公告

印度市場監管機構提議允許基礎設施投資信託和房地產投資信託在不持有控股權的前提下投資在建項目。

【券商聚焦】華泰證券維持國泰航空（00293）買入評級指客貨運需求強勁

AI收入佔三成，資本開支卻吃掉86%：SpaceX的賬本正在分裂

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华尔街见闻

亞洲科技股重挫25-30%，市場定價「EPS下調或資本開支削減」！摩根大通預測：恰恰相反

华尔街见闻

港灣觀點︱2026年7月：盛夏與驚濤

廣發證券：資本開支驅動半導體物流需求擴容專業化與國產替代打開成長空間

廣發證券：資本開支驅動半導體物流需求擴容專業化與國產替代打開成長空間

中泰證券：全球前裝及後市場高景氣商用航空發動機國產持續提速

中信建投：北美雲廠商資本開支繼續高增長關注算力超跌與高股息標的

中信建投：北美雲廠商資本開支繼續高增關注算力超跌與高股息標的

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

智通财经网

牛市行情擴散，背後核心誘因只有一個

环球市场播报

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

华尔街见闻

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

去槓桿衝擊之下，算力核心邏輯變了嗎？

华尔街见闻

美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲

华尔街见闻

美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

华尔街见闻

科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

智通财经网

7月份中國製造業採購經理指數為49.2% 製造業生產端韌性較好

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16:26","pubTimestamp":1785918406,"startTime":"0","endTime":"0","summary":"国金证券认为，随着韩国去杠杆、美联储鹰派预期、中东地缘风险等扰动缓解，6月以来全球AI资产调整正接近尾声。AI投资逻辑也将从“资本开支驱动”转向“盈利兑现驱动”，未来配置重点应聚焦投资回报率持续提升、能够将算力投入转化为收入、利润和现金流的企业，而非单纯扩大资本开支的公司。","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://wallstreetcn.com/articles/3778737","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":["PSCI","US6M.BOND","FIDU","US7Y.BOND","VTHR","BK4588","VIS","US5Y.BOND","BK4585","UXI","QTOC","FRTY","MADE","CHAT","US30Y.BOND","IYJ","ARTY","US10Y.BOND","REGS","XLII","XLIX","AGIX","TRUI","DVIN","US2Y.BOND","US12M.BOND","AIPO","PJFM","US3Y.BOND"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657592594","title":"亞洲科技股重挫25-30%，市場定價「EPS下調或資本開支削減」！摩根大通預測：恰恰相反","url":"https://stock-news.laohu8.com/highlight/detail?id=2657592594","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657592594?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:06","pubTimestamp":1785899179,"startTime":"0","endTime":"0","summary":"摩根大通力排众议，宣布当前是买入亚洲科技股的时机。该行指出，亚洲科技股及费城半导体指数累计下跌25%-30%，但基本面毫无恶化迹象——AI扩展定律完好、超大规模云服务商资本开支2027年将飙至1.49万亿美元、合同积压规模创历史新高，EPS仍将持续上调。市场的悲观定价，或正是最佳买点。","market":"hk","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/3778714","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":["PSCI","PJFM","MADE","DVIN","AAXJ","TRUI","PGF","XLII","SPWO","REGS","FRTY","IYJ","FIDU","FLAX","VIS","XLIX","XSOE","UXI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657594380","title":"港灣觀點︱2026年7月：盛夏與驚濤","url":"https://stock-news.laohu8.com/highlight/detail?id=2657594380","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657594380?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 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專業化與國產替代打開成長空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2656398584","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656398584?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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11:40","pubTimestamp":1785814859,"startTime":"0","endTime":"0","summary":"智能化厂内物流晶圆厂扩产拉动AMHS需求，国产替代进入加速阶段。风险提示半导体产业链资本开支及扩产不及预期风险;国际贸易及出口管制风险;行业竞争加剧与航空运价波动风险;AMHS国产替代及业务拓展不及预期风险;危化品及精密物流运营安全风险。","market":"fut","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/1475631.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_zhitongcaijing","symbols":["SOXL","PSI","SOXQ","SG9999001093.SGD","XSD","000776","MADE","BK0276","FIDU","NBDS","TEKX","SOXX","XLII","BK4585","BK0188","LU1979443071.USD","BK0183","VIS","FRTY","TRUI","CHPY","CWC","EIS","BK0028","LU1934453819.USD","SOXY","CHPS","PSCI","KSTR","REGS","SMH","IYJ","UXI","XLIX","FWD","VGT","SOXS","TECY","BK0012","BK1147","PJFM","DVIN","159582","SSG","01776","USD","SMHX","FTXL","MQQQ","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656383586","title":"中泰證券：全球前裝及後市場高景氣 商用航空發動機國產持續提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2656383586","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656383586?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:35","pubTimestamp":1785807344,"startTime":"0","endTime":"0","summary":"当下全球商用航空发动机前装市场呈现3个特点：LEAP系列为代表的单通道机型驱动新机交付量持续提升。全球商发供需缺口问题突出。截至2025年，全球商用飞机积压订单规模已超17000架。全球商发MRO需求井喷，新一代发动机后市场步入黄金周期预计未来十年全球航发维修市场空间超6000亿美金。全球商用航空发动机呈现高度寡头垄断格局，干线市场由CFM、GE航空、普惠、罗罗四家企业主导。","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://www.zhitongcaijing.com/content/detail/1475565.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_zhitongcaijing","symbols":["BK4588","FIDU","600918","XLII","IYJ","BK4550","BK0276","BK4581","XLI","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889765","title":"中信建投：北美雲廠商資本開支繼續高增長 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關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889415","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889415?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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01:10","pubTimestamp":1785777000,"startTime":"0","endTime":"0","summary":"市场担忧头部科技企业开支过度，并且这类高额投入还将持续、持续拖累现金流，促使股市行情明显扩散至更多板块。奥本海默提到，一个标志性现象出现：自 2009 年以来，等权重标普 500 指数首次跑赢市值加权标普 500 指数，超额收益超过 7.3%。公司并未披露任何 2027 年资本开支详细预期。Alphabet 二季度资本开支达到 449 亿美元，略高于华尔街预期的 447 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16:20","pubTimestamp":1785486017,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元，同比暴增78%。钱花出去了，赚回来多少？AWS AI年化收入突破250亿、Azure达370亿，云业务正成为最硬的变现证明；但四家合并自由现金流跌至十年低点约70亿美元，Google史上首现单季负值。这场资本开支与AI收入的生死赛跑，答案悬而未决。","market":"us","thumbnail":"https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778408","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MADE","XLIX","MSFD","GOOW","DVIN","QIDX","METU","GOU","ARTY","XLII","AGIX","GOOX","MSFT","UXI","FBL","AFLG","AMZN","AMZW","AMZY","VIS","AMZP","IYJ","METW","TRUI","AINT","FRTY","FBY","GOOY","GOOP","AMZD","APRP","MSFY","GGLS","VTHR","MSFL","AZYY","AIPO","AMZU","META","MSFX","GOOG","PJFM","PSCI","METD","QTOC","REGS","MSFO","MSFU","FBYY","CHAT","GGLL","MSFW","XMAG","GOOGL","AMZZ","FIDU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655435355","title":"科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655435355","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655435355?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 15:13","pubTimestamp":1785481980,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元，同比暴增78%。钱花出去了，赚回来多少？","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1474541.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":"highlight_zhitongcaijin","symbols":["PSCI","XMAG","FIDU","VTHR","VIS","AFLG","UXI","QTOC","FRTY","AINT","MADE","CHAT","IYJ","QIDX","ARTY","REGS","XLII","XLIX","AGIX","TRUI","DVIN","AIPO","PJFM","APRP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655333916","title":"7月份中國製造業採購經理指數為49.2% 製造業生產端韌性較好","url":"https://stock-news.laohu8.com/highlight/detail?id=2655333916","media":"央视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655333916?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 09:30","pubTimestamp":1785461400,"startTime":"0","endTime":"0","summary":"国家统计局服务业调查中心、中国物流与采购联合会今天公布7月份中国采购经理指数。制造业运行放缓 新动能保持扩张7月份中国制造业采购经理指数为49.2%，较上月下降1.1个百分点。7月份，装备制造业、高技术制造业采购经理指数分别为51.4%和53.3%，明显高于制造业总体，保持较快扩张，带动制造业发展向新向优。7月份业务活动预期指数升至55.4%，连续4个月环比上升。","market":"fut","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/jjxw/2026-07-31/doc-iniksait1424697.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":["FIDU","GAST","RSPN"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":7,"totalSize":200,"code":"91000000","status":"200"}]}}