美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

PGIM Jennison Focused Mid-Cap ETF

65.43

+0.62240.96%

盤後：64.81-0.6224-0.95%16:10 EDT

成交量：16

成交額：1,077

市值：1,962.85萬

市盈率：- -

高：65.43

開：65.07

低：65.43

收：64.81

52周最高：69.99

52周最低：58.85

股本：30.00萬

流通股本：30.00萬

量比：0.31

換手率：0.01%

股息：0.39

股息率：0.59%

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

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

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

AI巨頭齊聲喊「減速」背後：資本開支競賽陷入囚徒困境

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

惠譽評級：人工智能定價能力疲軟削弱資本開支可持續性。

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？

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？

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

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

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

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

AI開發放緩=資本開支見頂？答案未必悲觀

华尔街见闻

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

甲骨文嚴控資本開支，客户預付資金

环球市场播报

中信建投：AI算力景氣延續，持倉再創新高，雲廠商資本開支持續加碼

甲骨文雲收入大漲62%，資本開支激增至285億美元

凤凰网科技

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。

中金：製造業企穩回升有待內需活躍關注周期及高景氣新興賽道

中金：製造業企穩回升有待內需活躍關注周期及高景氣新興賽道

油價上漲重創業績，中國國航中報虧損按年擴大，高負債與資本開支重壓難解

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"Easy breezy. No more feesies.","description":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","keywords":"老虎國際,美股交易,港股交易,交易美股,股票信息,股價,美股行情,美股打新,港股打新,IPO打新,購買美股,全球投資","social":{"ogDescription":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.thetigerbrokers.com/hant/stock/PJFM/news"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"NZL","license":"TBKIWI","edition":"fundamental","symbol":"PJFM","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"PJFM\",,,,,undefined,":{"symbol":"PJFM","market":"US","secType":"STK","nameCN":"PGIM Jennison Focused Mid-Cap ETF","latestPrice":65.4283,"timestamp":1789675200000,"preClose":64.8059,"halted":0,"volume":16,"hourTrading":{"tag":"盘后","latestPrice":64.8059,"preClose":65.4283,"latestTime":"16:10 EDT","volume":4,"amount":261.7132,"timestamp":1789675804351,"change":-0.6224,"changeRate":-0.009513,"amplitude":0},"delay":0,"changeRate":0.009604063827521861,"floatShares":300000,"shares":300000,"eps":0,"marketStatus":"已收盤","change":0.6224,"latestTime":"09-17 16:00:00 EDT","open":65.07,"high":65.4283,"low":65.4283,"amount":1077,"amplitude":0,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789718400000},"marketStatusCode":5,"adr":0,"exchange":"CBOE","adjPreClose":64.8059,"sharesOutstanding":250000,"nav":64.7914,"aum":19437421.04,"dividendRate":0.005947,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":64.84,"preClose":64.8059,"latestTime":"09:09 EDT","volume":5,"amount":324.20000000000005,"timestamp":1789650572827,"change":0.0341,"changeRate":0.000526,"amplitude":0},"postHourTrading":{"tag":"盘后","latestPrice":64.8059,"preClose":65.4283,"latestTime":"16:10 EDT","volume":4,"amount":261.7132,"timestamp":1789675804351,"change":-0.6224,"changeRate":-0.009513,"amplitude":0},"volumeRatio":0.306514},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"PJFM\",,,,,undefined,":{"symbol":"PJFM","floatShares":300000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.306514,"shares":300000,"dividePrice":0.3891,"high":65.4283,"amplitude":0,"preClose":64.8059,"low":65.4283,"week52Low":58.8473,"pbRate":"--","week52High":69.99,"institutionHeld":0,"latestPrice":65.4283,"eps":0,"divideRate":0.005947,"volume":16,"delay":0,"ttmEps":0,"open":65.07,"prevYearClose":58.8473,"prevWeekClose":66.4915,"prevMonthClose":65.9968,"prevQuarterClose":69.7832,"fiveDayClose":65.6283,"twentyDayClose":67.4343,"sixtyDayClose":68.198},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/PJFM\",params:#limit:5,,,undefined,":[{"date":"2025-12-30","symbol":"PJFM","amount":0.38559,"announcedDate":"2025-12-29","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-30","defaultRemindTime":1767105000000,"name":"PGIM Jennison Focused Mid-Cap ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-01-02","payableDate":"2025-12-30","currency":"USD","dateTimestamp":1767070800000,"payDate":"2026-01-02"},{"date":"2024-12-27","symbol":"PJFM","amount":0.48145,"announcedDate":"2024-12-26","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-27","defaultRemindTime":1735309800000,"name":"PGIMJennison Focused Mid-Cap ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-01-03","payableDate":"2024-12-27","currency":"USD","dateTimestamp":1735275600000,"payDate":"2025-01-03"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"PJFM\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-27","recordDate":"2024-12-27","paymentDate":"2025-01-03","value":0.48145,"currency":"USD"},{"executeDate":"2025-12-30","recordDate":"2025-12-30","paymentDate":"2026-01-02","value":0.38559,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"PJFM\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"PJFM\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2668951395","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2668951395","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668951395?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 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":"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://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":["WISE","VXUS","UXI","MADE","AIO","FRTY","KCAI","TRUI","WDAI","XLIX","IYJ","XLII","BK4585","REGS","PSCI","VIS","DVIN","FIDU","PJFM","BK4588"],"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":"hk","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":["IYJ","FRTY","AIPO","CHAT","VTHR","UXI","PJFM","XLII","ARTY","BK4585","BK4588","DVIN","TRUI","VIS","REGS","QTOC","PSCI","AGIX","MADE","XLIX","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"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/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":["CHAT","XLII","PJFM","BK4585","FIDU","DVIN","VIS","REGS","FRTY","BK4588","PSCI","QTOC","TRUI","AIPO","UXI","AGIX","MADE","ARTY","VTHR","XLIX","IYJ"],"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":"hk","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":["VTHR","PJFM","PSCT","AIO","TEKY","UXI","QTOC","ALAI","INVN","LOUP","FRTY","XT","FRWD","SHOC","YNOT","TRUI","PGF","SMHC","TWSC","XLIX","ASMG","CHAT","DVIN","AGIX","SOXM","PSCI","THNQ","AMAU","GINN","LRNZ","REGS","XLII","BCTK","FIDU","AIPO","VIS","GTEK","IYJ","ASMZ","IQM","KSTR","QQJG","CHPX","PQNT","INT","AIS","PSAI","LRCC","SOXW","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"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":["AGIX","QLD","NAPR","NEWZ","CWC","REGS","TECY","AIQU","NJAN","QQA","QSWN","AQGX","GK","QQQX","LCLG","VIS","MADE","DQJN","PSQ","FRTY","QQQ","TRUI","NBDS","PSCI","MVPS","CPNQ","IYJ","VUSE","WPAI","PBOT","XLII","PJFM","ARTY","AIFD","FWD","OGIG","TQQQ","CHAT","AIBU","UXI","XLIX","KOMP","TARK","MFIG","DVIN","FIDU","QTOC","QMAR","QQQM","QID"],"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":"other","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, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-09-15/doc-inirxhzw3635806.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":["AIVC","QTOC","BK4588","ARTY","FIDU","REGS","BAI","AIQD","XLII","AGIX","VTHR","BK4585","MADE","UXI","AIQU","TRUI","CHAT","FAZ","PJFM","IYJ","XLIX","DVIN","AIPO","PSCI","VIS","EPAI","FRTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667641656","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=2667641656","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667641656?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 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":"us","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":["PJFM","MADE","UXI","AIPO","AIVC","IYJ","XLII","QTOC","BAI","TRUI","XLIX","AIQU","FAZ","AGIX","CHAT","EPAI","VTHR","PSCI","ARTY","BK4588","DVIN","FIDU","REGS","AIQD","FRTY","VIS","BK4585"],"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 16:51","pubTimestamp":1789462319,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，全球知名资产管理机构联博集团的固定收益专家表示，关于放缓人工智能开发步伐的呼吁不会阻止大型科技公司继续推进融资和资本支出计划。受对AI开发步伐可能放缓的担忧，AI相关股票在周一出现回调。联博集团仍预计，顶级AI超大规模云厂商近期将继续增加名义资本支出，并预测明年的支出将超过1万亿美元。Ed 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":"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/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":["VTHR","PSCI","MADE","AAPL","MSFT","ARTY","TSLA","QTOC","VIS","CHAT","BK4585","IYJ","GOOG","AIPO","BK4588","REGS","META","XLIX","UXI","DVIN","TRUI","XLII","FRTY","NVDA","XMAG","AGIX","FIDU","PJFM"],"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 16:03","pubTimestamp":1789459405,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在行业领袖呼吁控制AI发展速度后，投资者对AI驱动的股市上涨行情显露紧张情绪，担忧支撑这轮涨势的巨额资本开支可能退潮。这一紧张情绪的背后，是近期一系列关于AI可能危及人类的严峻警告。Yardeni认为，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。不过，克拉茨表示，对行业安全更严格的审查可能带来一线希望。","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/1496174.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":["XLII","DVIN","TRUI","BK4588","AIPO","FIDU","PJFM","MADE","FRTY","UXI","VIS","BK4585","XLIX","VTHR","IYJ","QTOC","ARTY","AGIX","CHAT","REGS","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667466336","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2667466336","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667466336?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 14:59","pubTimestamp":1789455564,"startTime":"0","endTime":"0","summary":"IT之家 9 月 15 日消息，据路透社报道，在行业领军人物呼吁控制 AI 研发节奏后，投资者对由 AI 带动的股市上涨行情开始心生不安，不过也有人认为，监管约束最终或将利好 AI 行业。科技巨头斥巨资建设 AI 数据中心，带动一大批企业及其股价上涨，标普 500 指数自 2022 年 10 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":"sh","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, .j_article_wbreco","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.sina.cn/mobile/xp/2026-09-15/detail-inirwwmu8626843.d.html?vt=4","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_tech","symbols":["ARTY","VIS","03086","03034","REGS","02834","QTOC","SQQQ","BK4585","TQQY","TRUI","NOCT","NJUL","AGIX","09086","QID","XLII","FIDU","UXI","07568","PJFM","MADE","SOXW","07266","GPIQ","FRTY","NJAN","CHAT","NVDK","TQQQ","QQQM","QQQ","TTXD","XLIX","PSQ","07522","DVIN","09834","AIPO","QLD","IYJ","BK4588","QQQX","QDEC","07261","PSCI","NAPR","03455","VTHR","QMAR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667651954","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2667651954","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667651954?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 16:52","pubTimestamp":1789375920,"startTime":"0","endTime":"0","summary":"南财智讯9月14日电，广合科技在投资者关系活动中表示，公司预计2026年和2027年资本开支均在每年50–60亿元左右，资金来源包括自有资金及股权、债权融资；公司已于2026年6月披露A股可转债再融资预案，拟募集资金不超过360,000.00万元，用于云擎智造基地项目（二期）等。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609143873475171.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/202609143873475171.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_eastmoney","symbols":["IYJ","FRTY","BK1170","UXI","162717","PJFM","XLII","01989","HK0000352291.HKD","BK0214","BK4585","SABA","BK1209","BK4588","HK0000352382.USD","FCEF","DVIN","TRUI","VIS","REGS","001389","PSCI","PRTO","CGMM","MADE","XLIX","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667069659","title":"AI開發放緩=資本開支見頂？答案未必悲觀","url":"https://stock-news.laohu8.com/highlight/detail?id=2667069659","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667069659?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 16:10","pubTimestamp":1789373456,"startTime":"0","endTime":"0","summary":"业内人士认为，只要AI应用和商业化仍在推进，算力、数据中心、电力、存储等基础设施投资逻辑就未被破坏，行业甚至可能从“烧钱扩张”转向“利用既有资产兑现回报”。更关键的是，AI仍处于技术快速演进的早期阶段，其他参与者未必愿意跟随头部公司踩下刹车。","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/3781703","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":["ARTY","VIS","REGS","QTOC","TRUI","BK4585","AGIX","XLII","FIDU","PJFM","MADE","FRTY","CHAT","XLIX","DVIN","AIPO","IYJ","BK4588","PSCI","VTHR","UXI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667655512","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2667655512","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667655512?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 15:18","pubTimestamp":1789370282,"startTime":"0","endTime":"0","summary":"高盛指出，很难判断模型开发放缓会在多大程度上真正落地，以及这对资本部署意味着什么。会议要点暗示，AI供需失衡仍在扩大。高盛初步判断，未来12至18个月资本开支周期将保持较高水平，与该行预测一致，且高于市场共识。会议十大要点高盛还提炼出此次大会的10条关键要点：1.AI正从实验加速走向实施，企业开始给出可衡量的业务成果，覆盖客服自动化、广告优化、搜索与发现、市场匹配、履约运营及内部生产力计划。","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/1495567.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":["LU2237443465.HKD","LU2265009873.SGD","PJFM","IE00B19Z3B42.SGD","IYJ","PSCI","IE0004091025.USD","LU0061475181.USD","LU0251131958.USD","LU1868836591.USD","BK4533","LU1894683264.USD","LU0742534661.SGD","LU2471134523.USD","LU2471134796.USD","XLIX","IE0034235188.USD","AIPO","LU2237443549.SGD","VTHR","BK4127","GSX","LU0048573561.USD","MADE","QTOC","REGS","LU0345770308.USD","LU0106831901.USD","LU2750360641.GBP","CHAT","IE00BFXG1179.USD","VIS","LU2896262040.SGD","UXI","FRTY","LU1144417596.USD","FIDU","AGIX","LU2237443382.USD","LU1868836914.USD","TRUI","LU2750360997.AUD","LU2471134879.HKD","IE0004086264.USD","LU2237443978.SGD","LU0942090050.USD","DVIN","XLII","ARTY","LU0251142724.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666546225","title":"甲骨文嚴控資本開支，客户預付資金","url":"https://stock-news.laohu8.com/highlight/detail?id=2666546225","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666546225?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 14:21","pubTimestamp":1789107700,"startTime":"0","endTime":"0","summary":"本季度，甲骨文收到客户预付款达 114 亿美元，这一规模直接让经营现金流翻倍。尽管在该财季，甲骨文资本开支达到 285 亿美元，但公司仅动用了 50 亿美元自有资金。预付款还不是甲骨文控制现金支出的唯一手段。过去一年甲骨文股价大幅下挫，跌幅 53%。7 月，标普下调甲骨文信用评级，理由包括其客户高度依赖 OpenAI，以及今年高额的资本开支预期。","market":"us","thumbnail":"","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/stock/usstock/c/2026-09-11/doc-inirmrtw6954145.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_us","symbols":["TRUI","DVIN","MADE","FIDU","PJFM","VIS","PSCI","BK4585","BK4588","REGS","XLII","UXI","IYJ","FRTY","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666951163","title":"中信建投：AI算力景氣延續，持倉再創新高，雲廠商資本開支持續加碼","url":"https://stock-news.laohu8.com/highlight/detail?id=2666951163","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666951163?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 07:41","pubTimestamp":1789083686,"startTime":"0","endTime":"0","summary":"2026Q2线缆板块归母净利润同比增长205%，光纤光缆景气度持续提升。北美四家CSP厂商公布二季报，持续加码资本开支。此外，公司预计FY2027资本开支仍将同比增长。公司表示本次上调主要由于加快算力产能交付以满足需求，同时预计2027年资本开支仍将显著增长。英伟达FY2027Q2业绩全面超预期，FY2028营收同比增速指引高达70%，全球AI算力需求持续高景气。","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/1494746.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":["XLIX","DVIN","XLII","MADE","AIO","PJFM","BK0276","BK4585","601066","TRUI","IYJ","VIS","REGS","WISE","BK4588","UXI","PSCI","FRTY","WDAI","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666519264","title":"甲骨文雲收入大漲62%，資本開支激增至285億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666519264","media":"凤凰网科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666519264?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 06:40","pubTimestamp":1789080009,"startTime":"0","endTime":"0","summary":"受财报提振，甲骨文股价盘后上涨约4%。甲骨文第一财季资本开支由上年同期的85亿美元增至285亿美元。目前，甲骨文债务总额达到1250亿美元。甲骨文传统软件业务出现下滑，当季收入为55.5亿美元，同比下降约3%，低于分析师预期的56.1亿美元。截至季度末，甲骨文剩余履约义务达到6640亿美元，高于市场预期的6306亿美元。甲骨文预计，第二财季营收同比增长30%至34%，调整后每股收益为1.85美元至1.93美元。","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/8wK7PsgoDGU","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["FIDU","TRUI","IYJ","VIS","XLII","BK4585","PJFM","MADE","DVIN","REGS","UXI","PSCI","XLIX","FRTY","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666111516","title":"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。","url":"https://stock-news.laohu8.com/highlight/detail?id=2666111516","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666111516?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 05:11","pubTimestamp":1789074714,"startTime":"0","endTime":"0","summary":null,"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://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":["UXI","XLII","TRUI","BK4585","REGS","MADE","FRTY","VIS","BK4588","PJFM","DVIN","IYJ","FIDU","XLIX","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665398275","title":"中金：製造業企穩回升有待內需活躍 關注周期及高景氣新興賽道","url":"https://stock-news.laohu8.com/highlight/detail?id=2665398275","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665398275?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:07","pubTimestamp":1788743221,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金公司发布研究报告称，综合来看，2026二季度上游原材料领域产能周期推进较为明显，制造业板块虽有众多行业实现深度产能出清，但企稳回升有待内需活跃，新兴产业仍是景气度的重要支撑。","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://sc.stock.cnfol.com/gushizhibo/20260907/32361426.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":"zhongjincaijing_highlight","symbols":["PSCI","MADE","QTOC","ARTY","TRUI","UXI","VTHR","AIPO","IYJ","FIDU","VIS","BK4585","XLII","DVIN","REGS","PJFM","FRTY","CHAT","AGIX","XLIX","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665985893","title":"中金：製造業企穩回升有待內需活躍 關注周期及高景氣新興賽道","url":"https://stock-news.laohu8.com/highlight/detail?id=2665985893","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665985893?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:27","pubTimestamp":1788740852,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金公司发布研究报告称，综合来看，2026二季度上游原材料领域产能周期推进较为明显，制造业板块虽有众多行业实现深度产能出清，但企稳回升有待内需活跃，新兴产业仍是景气度的重要支撑。行业产能周期脉络跟踪：二季度A股资本开支延续正增长，新兴产业资本开支增速提升。","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/1492553.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":["FRTY","XLII","REGS","BK4585","FIDU","CHAT","AIPO","UXI","BK4588","QTOC","VIS","TRUI","ARTY","XLIX","IYJ","DVIN","PSCI","VTHR","MADE","PJFM","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665361265","title":"油價上漲重創業績，中國國航中報虧損按年擴大，高負債與資本開支重壓難解","url":"https://stock-news.laohu8.com/highlight/detail?id=2665361265","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665361265?lang=zh_tw&edition=fundamental","pubTime":"2026-09-06 14:50","pubTimestamp":1788677400,"startTime":"0","endTime":"0","summary":"今年上半年，中国国航航空客运、航空货运及邮运两大业务毛利率均由正转负。近年来，为维持机队规模与航线网络布局，中国国航资本开支持续处于高位，这推动公司负债规模大幅攀升。负债高企显著加重了中国国航的财务负担。更严峻的是，中国国航后续仍面临沉重的资本开支压力。今年7月，中国国航再披露一项飞机采购计划。","market":"sg","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/stock/s/2026-09-06/doc-iniqwssw6803062.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IEO","OILK","VOOV","00753","PXE","USE","OIH","REGS","DVIN","TPOR","ERX","DIG","SPXT","BNO","FRTY","IYJ","DRIP","MADE","WTIU","DBO","VDE","DBC","TRUI","VIS","FTXN","601111","PJFM","XLIX","PXJ","UGA","USL","XES","PEJ","DUG","SDOG","USOI","UAE","WEEI","DBE","GUSH","IXC","XLEX","OILU","UXI","OILT","DRLL","PSCI","BWET","XLII","FIDU"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":1,"totalSize":158,"code":"91000000","status":"200"}]}}