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Alger Mid Cap 40 ETF
22.79
+0.1163
0.51%
盤後:
22.79
0.0000
0.00%
16:15 EDT
成交量:
1.24萬
成交額:
28.16萬
市值:
1.49億
市盈率:
- -
高:
22.80
開:
22.48
低:
22.48
收:
22.68
52周最高:
24.82
52周最低:
18.46
股本:
652.50萬
流通股本:
652.50萬
量比:
0.78
換手率:
0.19%
股息:
0.04
股息率:
0.18%
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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公司
新聞資訊
公告
中國工業5.0:十年12萬億美元的資本開支超級周期
华尔街见闻
·
09/18
重陽投資王慶:超節點或重塑AI算力周期 港股投資者需關注資本開支與擁擠交易風險
新浪财经
·
09/17
AI價格戰愈演愈烈,入場壁壘也在下降:高額資本開支還能撐多久?
华尔街见闻
·
09/16
AI巨頭齊聲喊「減速」背後:資本開支競賽陷入囚徒困境
智通财经
·
09/16
摩根大通:「開源衝擊」、「AI安全」都不是問題,未來兩年資本開支仍有空間,半導體設備將成「新瓶頸」
华尔街见闻
·
09/16
惠譽評級:人工智能定價能力疲軟削弱資本開支可持續性。
智通财经
·
09/15
AI「減速」爭論中,華爾街熱議萬億美元資本開支去向,算力需求會消失嗎?
澎湃新闻
·
09/15
AI「減速」爭論中,華爾街熱議萬億美元資本開支去向,算力需求會消失嗎?
澎湃新闻
·
09/15
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智通财经
·
09/15
美股危險了?AI行業領袖呼籲「踩剎車」 投資者擔憂資本開支退潮
智通财经
·
09/15
行業呼籲控制 AI 研發節奏:投資者擔憂資本開支降温,半導體板塊承壓
IT之家
·
09/15
廣合科技:今明兩年資本開支預計每年50–60億元,已披露可轉債再融資預案募資不超36億元
南方财经网
·
09/14
AI開發放緩=資本開支見頂?答案未必悲觀
华尔街见闻
·
09/14
高盛2026年通信與技術大會要點:AI從實驗走向落地,資本開支料持續高企
智通财经
·
09/14
甲骨文嚴控資本開支,客户預付資金
环球市场播报
·
09/11
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智通财经
·
09/11
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凤凰网科技
·
09/11
甲骨文CEO:預計全年資本開支維持在 900 億至 950 億美元區間。全年資本開支不會呈線性分佈。
智通财经
·
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中金财经
·
09/07
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智通财经
·
09/07
更多
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12:12","pubTimestamp":1789704742,"startTime":"0","endTime":"0","summary":"摩根士丹利最新BluePaper报告揭示,中国制造业正从\"世界工厂\"跃升为\"全球工业操作系统\",一场12万亿美元、横跨十年的工业资本开支超级周期正在开启。AI原生工厂、具身智能、工业软件、海外产业生态建设将成核心受益方向,到2035年,中国工业企业利润率有望从5%升至8%,GDP潜在水平提升3.5%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782054","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":["TRUI","DVIN","BK4588","XLIX","VIS","UXI","FRTY","XLII","REGS","PJFM","MADE","PSCI","IYJ","FIDU","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668951395","title":"重陽投資王慶:超節點或重塑AI算力周期 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14:29","pubTimestamp":1789626540,"startTime":"0","endTime":"0","summary":"王庆判断,这类需求恐怕只能通过超节点这样的系统集成方式来满足,若打通,AI模型推理可能进入新周期。若超节点爆发,有望使国内AI训练进入新周期,意义颇为重大。但王庆强调,对于国内资本开支,目前最紧的约束恐怕还是来自算力获得。确定性方向与潜在风险王庆认为,确定性方向首先是算力需求和新一轮资本开支。","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://finance.sina.com.cn/money/fund/original/2026-09-17/doc-iniscksc3529477.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":["FRTY","PJFM","KCAI","TRUI","BK4588","XLIX","XLII","REGS","MADE","PSCI","FIDU","BK4585","AIO","WISE","VXUS","DVIN","VIS","UXI","WDAI","IYJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667528609","title":"AI價格戰愈演愈烈,入場壁壘也在下降:高額資本開支還能撐多久?","url":"https://stock-news.laohu8.com/highlight/detail?id=2667528609","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667528609?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 16:55","pubTimestamp":1789548904,"startTime":"0","endTime":"0","summary":"杰富瑞认为,蒸馏技术降低大模型入场门槛,新玩家以数千万美元级融资进入头部榜单,API价格竞争也随之加剧。尽管AI推理需求仍在增长、算力需求保持扩张,但模型性能差距收窄和成本下降,也让高额资本开支能否转化为足够回报面临更大考验。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781878","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":["AGIX","XLII","PSCI","VTHR","AIPO","DVIN","MADE","QTOC","REGS","BK4585","FIDU","VIS","PJFM","XLIX","FRTY","TRUI","CHAT","ARTY","BK4588","UXI","IYJ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667484603","title":"AI巨頭齊聲喊「減速」背後:資本開支競賽陷入囚徒困境","url":"https://stock-news.laohu8.com/highlight/detail?id=2667484603","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667484603?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 15:24","pubTimestamp":1789543480,"startTime":"0","endTime":"0","summary":"AI巨头齐声喊“减速”:不只是安全焦虑,更是一笔经济账AI巨头正面临一个两难选择:如果率先放缓,可能失去领先地位;如果继续竞赛,训练和基础设施成本又会急剧膨胀。监管或成“强制协调器”:AI军备竞赛的另一种解法无论是否有意为之,更强的AI监管都会部分解决前沿模型开发商面临的经济囚徒困境。各国政府可能会制定更严格的安全标准,同时将AI领导地位视为战略优先事项,继续鼓励投资。","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":"http://www.zhitongcaijing.com/content/detail/1496757.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":["PSCI","FIDU","VTHR","BK4588","VIS","BK4585","UXI","QTOC","FRTY","MADE","CHAT","IYJ","ARTY","REGS","XLII","XLIX","AGIX","TRUI","DVIN","AIPO","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667472671","title":"摩根大通:「開源衝擊」、「AI安全」都不是問題,未來兩年資本開支仍有空間,半導體設備將成「新瓶頸」","url":"https://stock-news.laohu8.com/highlight/detail?id=2667472671","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667472671?lang=zh_tw&edition=fundamental","pubTime":"2026-09-16 11:13","pubTimestamp":1789528407,"startTime":"0","endTime":"0","summary":"摩根大通认为,开源模型非威胁、监管扰动属短期、云厂商杠杆仍低——算力投资基本面未变。其预测七大科技巨头资本开支将从2025年4430亿美元飙至2027年1.577万亿美元,半导体设备将成供应链最核心瓶颈,晶圆代工、先进封装迎来新一轮涨价周期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781863","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":["BCTK","UXI","VTHR","GINN","AGIX","CHPX","AIO","SMHC","PSAI","PSCI","AIPO","XLII","LRNZ","SOXW","KSTR","GTEK","ASMZ","CHAT","INVN","PGF","FRTY","TWSC","DVIN","LRCC","THNQ","VIS","INT","REGS","XLIX","SHOC","PSCT","ASMG","XT","AIS","IQM","QTOC","MADE","FRWD","AMAU","FIDU","IYJ","LOUP","PJFM","SOXM","TEKY","TRUI","PQNT","QQJG","YNOT","ALAI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667470256","title":"惠譽評級:人工智能定價能力疲軟削弱資本開支可持續性。","url":"https://stock-news.laohu8.com/highlight/detail?id=2667470256","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667470256?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 21:09","pubTimestamp":1789477797,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["QQQX","OGIG","NJAN","QQQM","MVPS","KOMP","QID","GK","AIFD","CPNQ","TQQQ","LCLG","MADE","PSQ","QLD","VIS","QMAR","TECY","DQJN","NEWZ","VUSE","QQA","FRTY","AGIX","CHAT","PJFM","REGS","QSWN","NBDS","XLIX","QTOC","UXI","NAPR","ARTY","XLII","IYJ","QQQ","WPAI","AQGX","TARK","FWD","AIQU","FIDU","MFIG","CWC","TRUI","DVIN","AIBU","PSCI","PBOT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667730649","title":"AI「減速」爭論中,華爾街熱議萬億美元資本開支去向,算力需求會消失嗎?","url":"https://stock-news.laohu8.com/highlight/detail?id=2667730649","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667730649?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 18:53","pubTimestamp":1789469580,"startTime":"0","endTime":"0","summary":"AI(人工智能)行业的“减速”争议,正在从技术和安全讨论迅速传导至资本市场。澎湃新闻记者 胡含嫣","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-09-15/doc-inirxhzw3635806.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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18:51","pubTimestamp":1789469460,"startTime":"0","endTime":"0","summary":"AI(人工智能)行业的“减速”争议,正在从技术和安全讨论迅速传导至资本市场。当地时间9月14日,在AnthropicCEO达里奥·阿莫迪(DarioAmodei)公开呼吁放缓前沿AI发展速度、获得OpenAICEO山姆·奥特曼(SamAltman)和SpaceX的CEO马斯克的支持后,美国AI产业链股票遭遇明显抛售。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609153874852335.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609153874852335.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_eastmoney","symbols":["BK4588","DVIN","TRUI","EPAI","CHAT","XLIX","UXI","MADE","AIQU","QTOC","VIS","FIDU","BAI","ARTY","PSCI","PJFM","BK4585","FAZ","VTHR","REGS","IYJ","AIQD","AIPO","AIVC","XLII","FRTY","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667554648","title":"資管巨頭聯博反擊AI放緩擔憂:科技巨頭融資與資本開支計劃照舊","url":"https://stock-news.laohu8.com/highlight/detail?id=2667554648","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667554648?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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Yardeni认为,上周末关于放缓AI的呼声,可能更多是为了建立安全防护,而不是减少资本开支。","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":"http://www.zhitongcaijing.com/content/detail/1496214.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":["MSFT","PSCI","VIS","FIDU","META","DVIN","FRTY","AGIX","TSLA","CHAT","PJFM","XMAG","QTOC","VTHR","XLII","AAPL","IYJ","TRUI","BK4585","GOOG","NVDA","BK4588","UXI","REGS","ARTY","XLIX","MADE","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667172846","title":"美股危險了?AI行業領袖呼籲「踩剎車」 投資者擔憂資本開支退潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2667172846","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667172846?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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月开启本轮牛市以来,涨幅已经翻倍。这笔巨额投入大量流向半导体企业,这类公司今年股价与利润大幅飙升,但在周一承受了主要抛压。","market":"us","thumbnail":"https://k.sinaimg.cn/n/spider20260915/561/w1440h721/20260915/b510-98d1b2b158f55159ba1825fbf2d275e0.png/w120h90l50t1d91.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20260915/561/w1440h721/20260915/b510-98d1b2b158f55159ba1825fbf2d275e0.png/w120h90l50t1d91.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2026-09-15/detail-inirwwmu8626843.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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