老虎證券
Invest
Pricing
Rewards
Support
About
Quotes
TigerAI
登入
立即註冊
Toggle
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
0.0000
成交量:
10
成交額:
651.54
市值:
1,962.85萬
市盈率:
- -
高:
65.43
開:
65.43
低:
65.43
收:
65.43
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:
1.22
換手率:
0.00%
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
巴西將基準利率下調至14% 經濟增長放緩且通脹降温
环球市场播报
·
08/06
AI收入佔三成,資本開支卻吃掉86%:SpaceX的賬本正在分裂
BitPush
·
08/05
科技調整接近尾聲?下一階段如何配置?
华尔街见闻
·
08/05
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
·
08/05
港灣觀點︱2026年7月:盛夏與驚濤
市场资讯
·
08/05
美股科技巨頭資本開支飆升引爆,芯片半導體反攻,費率較低的科創芯片ETF華寶(589190)大漲6%,主線迴歸?
新浪基金
·
08/04
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
智通财经
·
08/04
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
智通财经
·
08/04
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
智通财经
·
08/04
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
智通财经
·
08/04
韓國通脹降温幅度超預期,政策壓力有所緩解
智通财经
·
08/04
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
·
08/04
牛市行情擴散,背後核心誘因只有一個
环球市场播报
·
08/04
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
·
08/03
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
滚动播报
·
08/03
去槓桿衝擊之下,算力核心邏輯變了嗎?
华尔街见闻
·
08/03
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
·
08/02
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
·
07/31
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
·
07/31
第一太陽能維持全年資本開支預期在8億-10億美元不變,分析師預期8.758億美元。
智通财经
·
07/31
更多
{"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?page=5"},"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":1789741763867,"preClose":65.4283,"halted":0,"volume":10,"delay":0,"changeRate":0,"floatShares":300000,"shares":300000,"eps":0,"marketStatus":"交易中","change":0,"latestTime":"09-18 10:30:28 EDT","open":65.4283,"high":65.4283,"low":65.4283,"amount":651.5350999999999,"amplitude":0,"askPrice":65.3,"askSize":500,"bidPrice":65.13,"bidSize":500,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1789761600000},"marketStatusCode":2,"adr":0,"exchange":"CBOE","adjPreClose":65.4283,"sharesOutstanding":250000,"nav":64.7914,"aum":19437421.04,"dividendRate":0.005947,"bidAskSpread":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":1.220122},"@#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":1.220122,"shares":300000,"dividePrice":0.3891,"high":65.4283,"amplitude":0,"preClose":65.4283,"low":65.4283,"week52Low":58.8473,"pbRate":"--","week52High":69.99,"institutionHeld":0,"latestPrice":65.4283,"eps":0,"divideRate":0.005947,"volume":10,"delay":0,"ttmEps":0,"open":65.4283,"prevYearClose":58.8473,"prevWeekClose":66.4915,"prevMonthClose":65.9968,"prevQuarterClose":69.7832,"fiveDayClose":66.4915,"twentyDayClose":67.2892,"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:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2657571442","title":"巴西將基準利率下調至14% 經濟增長放緩且通脹降温","url":"https://stock-news.laohu8.com/highlight/detail?id=2657571442","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657571442?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 06:09","pubTimestamp":1785967740,"startTime":"0","endTime":"0","summary":"巴西央行连续第四次会议将基准利率下调25个基点,此前公布的新数据显示,经济增长放缓,通胀降温幅度超预期。以Gabriel Galípolo为首的巴西央行理事会成员周三晚间将基准Selic利率降至14%,符合彭博调查的所有经济学家预期。至此,3月以来的累计降息幅度达到100个基点。巴西央行决策者目前受益于略有改善的短期通胀前景。不过,尽管利率仍处于限制性水平,2028年第一季度的通胀预期仍高于3%的目标。","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.sina.com.cn/stock/usstock/c/2026-08-06/doc-inimikrx0902392.shtml","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":"sina","symbols":["EPS","PSCD","LCTO","VPX","IVOG","BVAL","FDAT","DSMC","MENV","SAMM","DFCF","STXT","KNGZ","PEZ","SECT","NUSA","ACSG","QTAC","DWUS","OALC","PBL","PJFM","TAOZ","DFGP","SPTM","KEAT","FLXR","FDV","GSLC","CPLS","ROMO","DYFI","DFAC","SNUG","BWX","DFUS","FTBI","IVE","AFIX","ZTRE","IGIB","MANI","HTAB","IBCA","TMFM","REGL","ITDG","BAFE","VFMF","SBND"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657922529","title":"AI收入佔三成,資本開支卻吃掉86%:SpaceX的賬本正在分裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2657922529","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657922529?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:00","pubTimestamp":1785934838,"startTime":"0","endTime":"0","summary":"据公司二季度季报,SpaceX 在 2026 年 6 月完成首次公开募股。随后交出的这份上市后首份二季度报告,把太空、Link和 AI 并排写进公开财报。现在,原本藏在内部的投入取舍,也有了可以核对的数字。最容易吸走目光的,是 AI 的增速。不过,据公司二季度业绩附件,AI 分部贡献了合并收入的 32.8%,却占当季资本开支的 86.2%。收入与资本开支没有朝同一处倾斜,这才是这份财报最值得拆开的地方。SpaceX 的新账本已经分成两页。","market":"hk","thumbnail":"https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7667693","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7667693","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":"bit_push_news","symbols":["LU1861558580.USD","MADE","SNK","SPCF","UFO","DVIN","LU1861215975.USD","IYJ","SSPC","BK4615","UXI","WSPC","BK4585","ORBX","DXYZ","LOFF","SPCH","CHAT","FRTY","SPAL","SPCU","XOVR","SPCG","TRUI","VIS","ARTY","FIDU","QTOC","MARS","PSCI","LU2290526834.HKD","AIPO","LU2360107168.USD","PJFM","LU1861220033.SGD","BK4588","BK4089","REGS","SPCQ","SPAX","WARP","SPCM","LU1861559042.SGD","VTHR","XLII","XLIX","AGIX","SPCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657511762","title":"科技調整接近尾聲?下一階段如何配置?","url":"https://stock-news.laohu8.com/highlight/detail?id=2657511762","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657511762?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 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":"nz","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":["AGIX","UXI","US6M.BOND","TRUI","IYJ","XLIX","US10Y.BOND","FIDU","MADE","PSCI","VIS","FRTY","PJFM","VTHR","US3Y.BOND","ARTY","REGS","DVIN","AIPO","CHAT","US7Y.BOND","XLII","QTOC","BK4588","US30Y.BOND","BK4585","US2Y.BOND","US12M.BOND","US5Y.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":["TRUI","PSCI","MADE","SPWO","XLIX","AAXJ","REGS","IYJ","PJFM","PGF","UXI","VIS","XLII","XSOE","FIDU","DVIN","FRTY","FLAX"],"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 10:22","pubTimestamp":1785896520,"startTime":"0","endTime":"0","summary":"港湾观点︱2026年7月:盛夏与惊涛来源:东方港湾投资管理港湾观点作者:东方港湾黄海平备注:封面图由AI制作AI行业像一列加速行驶的列车,而车厢里的投资人却在7月份越来越晕车。回顾整个7月,纳斯达克指数下跌了3.20%,而上半年备受追捧的费城半导体指数下跌20.61%,存储指数下跌31.79%。台积电全面上调全年营收指引,提高资本支出预算,积极扩产。Anthropic的ARR增长势头也未结束,第三方信息显示Anthropic在7月份的ARR已经突破700亿美元。","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.sina.com.cn/money/smjj/smgd/2026-08-05/doc-inimfshr4724722.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":["PSCI","CGGO","BAI","TINS","TSMG","IYJ","AIPO","FIDU","STSM","KNOW","TEK","TSMU","CHPX","REGS","TSMZ","CNEQ","XLIX","PJFM","VIS","DVIN","ESIM","ADVE","CHAT","AIQ","CWI","03145","AVXC","XLII","TRUI","AGIX","TTEQ","AVSE","ASIA","TSMY","CGDG","FDTX","ARTY","CGNG","EMM","UXI","BLOX","QTOC","AVEM","SPTE","TSM","MADE","FRTY","WUGI","VTHR","CGIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656580791","title":"美股科技巨頭資本開支飆升引爆,芯片半導體反攻,費率較低的科創芯片ETF華寶(589190)大漲6%,主線迴歸?","url":"https://stock-news.laohu8.com/highlight/detail?id=2656580791","media":"新浪基金","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656580791?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 14:40","pubTimestamp":1785825600,"startTime":"0","endTime":"0","summary":"8月4日,A股风格突变,芯片半导体再度狂飙,截至发稿,同类费率较低*的科创芯片ETF华宝场内价格大涨6%,收复年线。*公开数据显示,科创芯片ETF华宝管理费0.3%,托管费率0.08%,综合费率0.38%,在同标的指数ETF中费率较低。风险提示:科创芯片ETF华宝及其联接基金被动跟踪上证科创板芯片指数,该指数基日为2019.12.31,发布日期为2022.6.13。","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/money/fund/etf/2026-08-04/doc-inimctrf4070678.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IYJ","TRUI","EGGS","FWD","VGT","CHPS","FRTY","UXI","AFGR","SOXS","SOXY","NFEB","FFLG","XLII","TEKX","SMH","NOCT","QMFE","QBUF","LRGE","QMAG","589190","MMLG","XSD","QHDG","TECY","PSCI","SOXX","MGC","CWC","NDEC","LGDS","TLG","CGGG","MQQQ","IWLG","BUFQ","CHPY","QMMY","ACGR","PWB","159582","SOXQ","VIS","PBQQ","USD","PJFM","CHAT","SMHX","TMFC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656398584","title":"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","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 12:43","pubTimestamp":1785818603,"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":["BK4588","UXI","IYJ","NBDS","CHPS","FIDU","FTXL","DVIN","FRTY","VIS","SOXQ","TEKX","CWC","MADE","PSI","CHPY","BK4585","REGS","PJFM","SSG","TRUI","SOXS","USD","XSD","XLII","EIS","KSTR","SOXX","PSCI","XLIX","SMHX","VGT","SMH","BK4535","MQQQ","SOXY","TECY","SOXL","FWD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656813085","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2656813085","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656813085?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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":"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/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":["000776","LU1979443071.USD","BK4535","CWC","PSI","SMH","UXI","BK0188","01776","SMHX","XLIX","BK0183","BK0028","CHPY","IYJ","SOXS","XLII","LU1934453819.USD","SSG","SOXY","TRUI","XSD","VIS","SOXX","BK0012","MQQQ","FWD","DVIN","NBDS","FRTY","SOXQ","EIS","FTXL","BK1147","PSCI","USD","BK4585","SG9999001093.SGD","MADE","FIDU","SOXL","TEKX","TECY","PJFM","REGS","BK0276","VGT","KSTR","CHPS","159582"],"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 關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889765","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889765?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:55","pubTimestamp":1785801300,"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":["VIS","BK4588","PJFM","UXI","XLIX","REGS","FTDS","ABEQ","PY","DVIN","MADE","XLII","TRUI","PSCI","FRTY","BK4585","CGVV","QUSA","EASY","IYJ","FIDU","PRIZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889415","title":"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","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 07:42","pubTimestamp":1785800527,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中信建投发布研报称,2026Q2,北美头部云厂商资本开支继续高增。中信建投主要观点如下:2026年二季度,北美头部云厂商资本开支继续高增,AWS、微软、Google和Meta单季资本开支分别约为542亿美元、410亿美元、449亿美元和311亿美元,合计1712亿美元,环比、同比均保持较快增长势头。此外,鉴于二季度AI产业链持仓较重,市场近期调整,出现高低切迹象,建议关注低估值、高股息标的。","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/1475530.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IYJ","BK4585","XLII","ABEQ","FTDS","XLIX","601066","REGS","BK0276","CGVV","159207","QUSA","PSCI","UXI","MADE","TRUI","PRIZ","PJFM","VIS","FRTY","PY","DVIN","BK4588","FIDU","EASY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656730070","title":"韓國通脹降温幅度超預期,政策壓力有所緩解","url":"https://stock-news.laohu8.com/highlight/detail?id=2656730070","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656730070?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:06","pubTimestamp":1785798392,"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":["AVLC","JSCP","SPHD","AUSF","LDUR","FSIG","SQS","SPTM","NVBT","ENAV","DYFI","MANI","ELM","DWUS","SCEC","BLUX","ERNZ","FCBD","NUSA","DYNB","GSLC","VCLT","GDMA","WBIL","ACSG","IBCA","IMCG","MSSS","OALC","TMFM","PRTO","DFAC","EAOK","PJFM","NBTR","FDAT","KORP","TAOZ","LKOR","GCIG","ITDG","IVE","TOAO","EDOW","JHAC","VPX","DSCF","TABD","BAMA","FDV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656300963","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2656300963","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656300963?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 06:33","pubTimestamp":1785796387,"startTime":"0","endTime":"0","summary":"经调整后,高盛估计2026年美国境内AI投资约为5810亿美元,全球总量则约为1.019万亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475524.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["VTHR","PJFM","PSCI","AIPO","REGS","ARTY","XLIX","TRUI","IYJ","XLII","VIS","MADE","FRTY","AGIX","UXI","BK4585","QTOC","FIDU","BK4588","DVIN","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656303764","title":"牛市行情擴散,背後核心誘因只有一個","url":"https://stock-news.laohu8.com/highlight/detail?id=2656303764","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656303764?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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 亿美元。","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/stock/usstock/c/2026-08-04/doc-inimamwc5730038.shtml","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":"sina","symbols":["PSCI","CAFG","FIDU","BK4588","VIS","BK4585","ABLS","SCOW","UXI","FRTY","MADE","IYJ","SFLO","REGS","XLII","XLIX","TRUI","DVIN","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656717243","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2656717243","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656717243?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 20:57","pubTimestamp":1785761838,"startTime":"0","endTime":"0","summary":"高盛认为,市场广泛引用的约8000亿美元AI资本开支明显低估,遗漏了非美国企业及私募公司的投资,并混入部分非AI支出。调整后预计,2026年全球AI实际投资规模将达1.02万亿美元,显示AI资本开支周期的体量与持续性均强于市场预期。","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://wallstreetcn.com/articles/3778593","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","IYJ","DVIN","PSCI","XLII","ARTY","BK4588","MADE","AGIX","REGS","PJFM","XLIX","VIS","AIPO","VTHR","FRTY","FIDU","BK4585","UXI","QTOC","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656374620","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2656374620","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656374620?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 20:57","pubTimestamp":1785761820,"startTime":"0","endTime":"0","summary":"高盛最新研究报告指出,被广泛引用的约8000亿美元超大规模云服务商资本开支预测存在系统性低估,一旦纳入私募企业及非美国公司的投资,并剔除非AI相关支出,2026年全球AI投资总额预计将达到1.019万亿美元。三种方法平均结果显示,2022年至2026年底全球AI投资累计总额将达1.8万亿美元。若这一趋势延续至2026年下半年,则2026年AI相关支出增加对实际投资的拉动将小于2025年。","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/jjxw/2026-08-03/doc-inikzzfz4530645.shtml","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":"sina","symbols":["FIDU","IYJ","VTHR","AGIX","DVIN","AIPO","CHAT","ARTY","BK4585","XLIX","FRTY","PJFM","QTOC","UXI","TRUI","PSCI","MADE","REGS","VIS","BK4588","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656334431","title":"去槓桿衝擊之下,算力核心邏輯變了嗎?","url":"https://stock-news.laohu8.com/highlight/detail?id=2656334431","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656334431?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 10:09","pubTimestamp":1785722990,"startTime":"0","endTime":"0","summary":"韩国存储去杠杆触发全球算力链风险重定价,但中信建投指出,这并非AI需求逆转,而是市场重估涨价与高利润率的持续性。SK会长称AI半导体价格“非正常高位”,三大厂加码长协、扩产与本土化,从“供给纪律”转向“稳价扩量”。下半年算力逻辑重排:涨价斜率边际放缓,订单兑现和产能释放的定价权重上升。","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://wallstreetcn.com/articles/3778530","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","CHAT","DISK","VTHR","XLII","AGIX","BK4588","TRUI","PJFM","DRMP","EDZ","AIPO","IYJ","QTOC","DRAM","REGS","HBMX","VIS","DVIN","BK4585","PSCI","MADE","XLIX","DRMY","UXI","FIDU","FRTY","DRAL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656139701","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2656139701","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656139701?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 06:20","pubTimestamp":1785622844,"startTime":"0","endTime":"0","summary":"高盛表示,美股二季度财报表现强劲,标普500剔除一次性项目后EPS同比大增26%,AI基础设施贡献约三分之一盈利增长。云巨头云业务增速飙至48%,2027年资本开支预计突破1万亿美元,强劲基本面正为AI行情提供支撑。","market":"other","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778478","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":["AFLG","DVIN","APRP","FIDU","AINT","SPYU","QIDX","NJAN","VTHR","09834","03034","XLII","QMAR","UDOW","YSPY","ARTY","UXI","03455","SPXU","SMAX","REGS","FRTY","DIA",".DJI","SDS","SPY","SPYH",".SPX","DOG","07261","PJFM","DXD","MMAX","QLD","NDX","NOCT","NJUL","QQQM","GPIQ","SPXL","QDEC","07568","07266","DMAX","SPUU","SQQQ","SSO","VOO","TQQQ","AIPO","IVV","PSCI","09086","SPYQ","SPYM","SPXS","NAPR","02834","MADE","AGIX","07522",".IXIC","TRUI","UPRO","CHAT","DDM","QQQ","SH","QID","TQQY","XMAG","QQQX","PSQ","VIS","SPDN","QTOC","IYJ","SDOW","XLIX","03086","HIBL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655358846","title":"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?","url":"https://stock-news.laohu8.com/highlight/detail?id=2655358846","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655358846?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 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":["PSCI","GOOG","MADE","QTOC","ARTY","MSFL","XMAG","META","TRUI","METW","AMZN","AFLG","UXI","VTHR","AIPO","GOU","GOOP","AMZY","GOOX","GOOY","IYJ","AMZU","GGLL","MSFW","FIDU","AINT","AMZW","METD","MSFO","GOOGL","VIS","XLII","FBY","FBYY","MSFX","QIDX","DVIN","REGS","METU","MSFT","AMZP","AMZD","CHAT","FRTY","PJFM","GOOW","AGIX","AMZZ","MSFU","AZYY","XLIX","MSFD","MSFY","GGLS","APRP","FBL"],"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":"sg","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":["REGS","AGIX","AFLG","VIS","ARTY","UXI","AINT","AIPO","FIDU","QIDX","XLIX","PJFM","MADE","IYJ","TRUI","VTHR","DVIN","QTOC","APRP","XMAG","CHAT","FRTY","PSCI","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655383701","title":"第一太陽能維持全年資本開支預期在8億-10億美元不變,分析師預期8.758億美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655383701","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655383701?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 04:05","pubTimestamp":1785441903,"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":["IE00BGHQF417.EUR","REGS","LU2473716301.USD","LU0823434583.USD","LU2211814178.USD","DVIN","LU2249611893.SGD","LU1974910355.USD","TRUI","VCLN","LU0823421416.USD","MADE","LU0323240290.USD","LU2272731865.HKD","LU1720051017.SGD","IYJ","FRTY","LU0823434740.USD","XLIX","IE00B2PGVK34.USD","FSLR","LU0323239441.USD","FRNW","SMOG","CTEC","UXI","PJFM","LU1983299162.USD","BK4141","LU1917777945.USD","LU2023250504.SGD","TAN","LU2272731782.SGD","LU1548497426.USD","LU0154245673.USD","ICLN","FIDU","LU0823414551.USD","VIS","LU2048586759.USD","LU2211815571.USD","PSCI","BK4585","LU2272731600.USD","XLII","LU1992135399.USD","BK4519","LU1992135472.HKD","LU2357125470.USD","LU1720051108.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":5,"totalSize":159,"code":"91000000","status":"200"}]}}