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
Columbia Large Cap Growth ETF
11.45
+0.0060
0.05%
盤後:
11.44
-0.0060
-0.05%
16:10 EDT
成交量:
4.00萬
成交額:
45.70萬
市值:
7,042.33萬
市盈率:
- -
高:
11.46
開:
11.45
低:
11.40
收:
11.44
52周最高:
11.83
52周最低:
9.33
股本:
615.27萬
流通股本:
615.27萬
量比:
0.56
換手率:
0.65%
股息:
- -
股息率:
- -
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
國信策略:再議科技M頂 科技第二波何時來?
市场资讯
·
08/09
大跌之後如何收復失地?
格隆汇
·
08/09
雪佛龍預計年末資本開支將落在 180‑190 億美元指引區間的下限。
智通财经
·
08/08
京東方A:未來隨着公司投資規模的下降,公司資本開支金額也將在2025年的基礎上逐漸降低
证券日报
·
08/07
AAOI二季度營收按年增86.4%,數據中心收入破億,需求超出產能20%,下半年資本開支將持續加碼
华尔街见闻
·
08/07
Chesapeake Utilities 2026年第二季度財報:資本開支指引上調1億美元
TradingKey中文
·
08/07
西方石油公司預計 2027 年資本開支起步規模為 59 億美元,產量維持持平。
智通财经
·
08/07
得州州長:TeraFab一期資本開支達 168 億美元。
智通财经
·
08/06
Evergy 在電話會議中表示,預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。
智通财经
·
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
小摩:雲端訂單暴增超150%,AI投資開始兑現,科技股估值跌出投資機會
格隆汇
·
08/05
市場錯判了AI?雲業務積壓訂單暴增150%達1.7萬億美元,華爾街喊話:科技股估值已砸出「低窪」
华尔街见闻
·
08/05
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
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
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/REGS/news?page=5"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"NZL","license":"TBKIWI","edition":"fundamental","symbol":"REGS","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"REGS\",,,,,undefined,":{"symbol":"REGS","market":"US","secType":"STK","nameCN":"Columbia Large Cap Growth ETF","latestPrice":11.446,"timestamp":1789761600000,"preClose":11.44,"halted":0,"volume":39960,"hourTrading":{"tag":"盘后","latestPrice":11.44,"preClose":11.446,"latestTime":"16:10 EDT","volume":7,"amount":80.07,"timestamp":1789762204638,"change":-0.006,"changeRate":-0.000524,"amplitude":0},"delay":0,"changeRate":0.0005244755244755444,"floatShares":6152656,"shares":6152656,"eps":0,"marketStatus":"休市中","change":0.006,"latestTime":"09-18 16:00:00 EDT","open":11.45,"high":11.46,"low":11.4,"amount":456962,"amplitude":0.005245,"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":1789977600000},"marketStatusCode":7,"adr":0,"exchange":"ARCA","adjPreClose":11.44,"nav":11.442324,"aum":70972799.85,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":11.44,"preClose":11.446,"latestTime":"16:10 EDT","volume":7,"amount":80.07,"timestamp":1789762204638,"change":-0.006,"changeRate":-0.000524,"amplitude":0},"volumeRatio":0.5615040892679808},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"REGS\",,,,,undefined,":{"symbol":"REGS","floatShares":6152656,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.5615040892679808,"shares":6152656,"dividePrice":0,"high":11.46,"amplitude":0.005245,"preClose":11.44,"low":11.4,"week52Low":9.33,"pbRate":"--","week52High":11.83,"institutionHeld":0,"latestPrice":11.446,"eps":0,"divideRate":0,"volume":39960,"delay":0,"ttmEps":0,"open":11.45,"prevYearClose":10.11,"prevWeekClose":11.435,"prevMonthClose":11.488,"prevQuarterClose":11.2789,"fiveDayClose":11.435,"twentyDayClose":11.4657,"sixtyDayClose":11.0518},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/REGS\",params:#limit:5,,,undefined,":[{"date":"2026-12-07","symbol":"REGS","amount":0.0942,"announcedDate":"2021-12-01","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-12-06","defaultRemindTime":1796653800000,"name":"Columbia Large Cap Growth ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-12-07","payableDate":"2026-12-06","currency":"USD","dateTimestamp":1796619600000,"payDate":"2026-12-07"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"REGS\",market:\"US\",,,undefined,":[{"executeDate":"2026-12-07","recordDate":"2026-12-06","paymentDate":"2026-12-07","value":0.0942,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"REGS\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"REGS\",pageSize:20,pageCount:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2658998674","title":"國信策略:再議科技M頂 科技第二波何時來?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658998674","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658998674?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 16:30","pubTimestamp":1786264200,"startTime":"0","endTime":"0","summary":"6月下旬以来电子、通信等AI科技板块大幅调整,近期行情有所企稳,很多投资者对科技的第二波行情何时启动讨论升温。那么历史上高景气行业M顶的第二波行情如何演绎?AI科技行情第二波机会启动需要关注什么?M顶绝对高点形成主因产业不利变化压缩远期预期,且交易趋于极致。AI算力硬件等领域或已处M顶区域,第二波行情启动条件正在逐步累积。","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/bxjj/2026-08-09/doc-inimtchr5639219.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":["VIS","PSCI","UXI","ARTY","IYJ","MADE","XLIX","DVIN","REGS","XLII","159982","399300","BK4588","FIDU","FRTY","TRUI","BK4585","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658778266","title":"大跌之後如何收復失地?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658778266","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658778266?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 00:00","pubTimestamp":1786204800,"startTime":"0","endTime":"0","summary":"三类典型案例","market":"us","thumbnail":"/images/default-image.jpg","type":0,"news_type":0,"thumbnails":["/images/default-image.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5971087","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":"gelonghui_subject4","symbols":["QTOC","FIDU","ARTY","DVIN","AIPO","REGS","VTHR","XLIX","PSCI","MADE","UXI","AGIX","TRUI","BK4588","VIS","IYJ","FRTY","XLII","CHAT","BK4585","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657625931","title":"雪佛龍預計年末資本開支將落在 180‑190 億美元指引區間的下限。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657625931","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657625931?lang=zh_tw&edition=fundamental","pubTime":"2026-08-08 03:44","pubTimestamp":1786131880,"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":["LU1116320901.HKD","FENY","XLIX","LU0320765489.SGD","LU2129689605.HKD","PSCI","FRTY","IE00B19Z3581.USD","IXC","DVIN","IE000M9KFDE8.USD","FIDU","UXI","LU0278409577.USD","LU0368265418.SGD","MADE","LU0208291251.USD","LU0256331488.USD","REGS","GXPE","IYE","LU2381873111.SGD","LU0456854461.SGD","VDE","IE0002270589.USD","TEXU","VIS","TRUN","WEEI","BK4581","XLII","ERX","LU1162221912.USD","IGE","LU1430594728.SGD","LU2237438978.USD","CVX","LU0266512127.USD","IE00B19Z3B42.SGD","LU0868494617.USD","XLE","DIG","LU0640476718.USD","LU2133065610.SGD","IYJ","LU0256863811.USD","FTXN","TRUI","PJFM","DRLL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657641532","title":"京東方A:未來隨着公司投資規模的下降,公司資本開支金額也將在2025年的基礎上逐漸降低","url":"https://stock-news.laohu8.com/highlight/detail?id=2657641532","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657641532?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:05","pubTimestamp":1786107900,"startTime":"0","endTime":"0","summary":"京东方A在接受调研时表示,未来,随着公司存量产线折旧持续减少,在建产线项目综合考虑产能爬坡情况分阶段进行转固,公司总体折旧金额将在2025年的基础上开始下降。资本开支方面,显示行业已从大规模扩产的高速发展阶段逐步进入成熟期,未来随着公司投资规模的下降,公司资本开支金额也将在2025年的基础上逐渐降低。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-07/doc-inimpfya9826264.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/stock/relnews/cn/2026-08-07/doc-inimpfya9826264.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":["LU1979443071.USD","TRUI","BK0196","BK4588","XLII","LU1934453819.USD","UXI","BK0109","BK0108","REGS","PSCI","VIS","PJFM","XLIX","BK0152","MADE","LU1508157978.USD","000725","FRTY","LU1580142542.USD","LU1808992512.USD","LU1781817850.SGD","IYJ","BK4585","DVIN","BK0028","LU2663582299.SGD","LU1655091616.SGD","FIDU","BK0188","BK0214","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657955846","title":"AAOI二季度營收按年增86.4%,數據中心收入破億,需求超出產能20%,下半年資本開支將持續加碼","url":"https://stock-news.laohu8.com/highlight/detail?id=2657955846","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657955846?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 11:52","pubTimestamp":1786074761,"startTime":"0","endTime":"0","summary":"美国光通信制造商AAOI二季度营收1.919亿美元,同比暴增86%,数据中心业务首破亿元大关,800G产品收入环比翻倍。更关键的是,1.6T产品即将完成客户认证并启动出货,管理层描绘的2027年中路径显示,数据中心收发器月收入或达4.71亿美元。需求端已不是问题——客户订单超出供应能力20%至40%,产能能否按时兑现才是问题。","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/3778920","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":["AIO","FCLD","FRTY","UXI","FMET","AIBU","FIDU","AIFD","AAOI","PSCI","CLDL","BLOK","REGS","XLIX","DVIN","VIS","IYJ","SKYY","HPEL","WPAI","TRUI","IDGT","WISE","PJFM","XLII","MADE","CLOU","DTCR","WDAI","PBOT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657666089","title":"Chesapeake Utilities 2026年第二季度財報:資本開支指引上調1億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2657666089","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657666089?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 05:52","pubTimestamp":1786053142,"startTime":"0","endTime":"0","summary":"Chesapeake Utilities 2026年第二季度营收2.019亿美元,同比增长约4.7%;净利润2540万美元,稀释EPS为1.05美元。公司将2026年资本开支指引上调1亿美元至5.50亿至6.00亿美元。","market":"hk","thumbnail":"https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/earnings/262086074-tradingkey","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":["FRTY","IYJ","XLII","TRUI","SQMX","UXI","VIS","DVIN","PSET","FIDU","XLIX","PSCI","MADE","PJFM","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657659577","title":"西方石油公司預計 2027 年資本開支起步規模為 59 億美元,產量維持持平。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657659577","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657659577?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 01:22","pubTimestamp":1786036928,"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","BK4559","PSCI","XLII","FRTY","VIS","DVIN","OILT","BK4588","REGS","XLIX","BK4585","OXY","MADE","FIDU","IYJ","TRUI","PJFM","BK4201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657163727","title":"得州州長:TeraFab一期資本開支達 168 億美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657163727","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657163727?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 22:03","pubTimestamp":1786025008,"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":["BK4585","BK4588","IYJ","FRTY","FIDU","REGS","DVIN","MADE","UXI","PSCI","XLII","XLIX","TRUI","VIS","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657634025","title":"Evergy 在電話會議中表示,預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657634025","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657634025?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:12","pubTimestamp":1786021935,"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":["DVIN","PJFM","PSCI","REGS","IYJ","VIS","UXI","XLIX","BK4585","BK4588","FRTY","XLII","TRUI","FIDU","MADE"],"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":"us","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":["SNK","WSPC","LU1861220033.SGD","LU1861558580.USD","BK4585","DVIN","VIS","SPAX","SPCG","FIDU","LOFF","AIPO","BK4588","BK4089","CHAT","SPCM","ARTY","LU2290526834.HKD","UFO","LU1861215975.USD","VTHR","WARP","BK4615","TRUI","XLII","SPCH","SPCF","FRTY","SSPC","PSCI","UXI","ORBX","XOVR","SPCX","LU2360107168.USD","PJFM","SPCQ","IYJ","REGS","LU1861559042.SGD","SPAL","SPCU","MARS","DXYZ","QTOC","XLIX","AGIX","MADE"],"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":"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 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":"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/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":["TSM","PSCI","SPTE","DVIN","ARTY","VIS","CHPX","KNOW","03145","CNEQ","CHAT","STSM","VTHR","FIDU","UXI","REGS","XLIX","FRTY","AGIX","MADE","BLOX","AIPO","WUGI","CGNG","BAI","CGGO","TTEQ","TINS","AIQ","EMM","ESIM","CWI","CGIC","CGDG","TRUI","AVXC","PJFM","XLII","TEK","TSMU","TSMG","TSMY","ASIA","IYJ","AVSE","TSMZ","QTOC","ADVE","FDTX","AVEM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657459975","title":"小摩:雲端訂單暴增超150%,AI投資開始兑現,科技股估值跌出投資機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2657459975","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657459975?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 10:16","pubTimestamp":1785896168,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["CMAG","ARTY","GTOP","VFH","NUGO","NJAN","TTXD","AIPO","QHDG","REGS","STK","CPNM","FEPI","IYG","CPNJ","QJUN","CHAT","IXG","QTEC","QQA","TDAQ","TDVI","TRUT","XVUG","TEKY","SPTE","JPO","QLD","TFNS","AIEQ","FNG","SPHQ","VTHR","TMAT","TOEQ","QQQW","QTOC","QFLR","BST","AGIX","FNGA","IXN","PQOC","QRMI","TECY","UYG","CAIQ","QQQT","QQQP","KBWB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657550487","title":"市場錯判了AI?雲業務積壓訂單暴增150%達1.7萬億美元,華爾街喊話:科技股估值已砸出「低窪」","url":"https://stock-news.laohu8.com/highlight/detail?id=2657550487","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657550487?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 00:07","pubTimestamp":1785859665,"startTime":"0","endTime":"0","summary":"市场对于AI资本支出的质疑持续了一年多,但最新数据正在改变这一叙事。过去一年,投资者一直担心科技巨头投入数千亿美元建设AI基础设施,可能面临\"高投入、低回报\"的问题。数据显示,超大规模云服务商的云业务积压订单同比激增超150%,总额已达约1.7万亿美元,增速远超同期约80%的资本支出增幅。$摩根大通$指出,这一显著差距表明,AI基础设施投资所带来的潜在收入回报正超越市场预期,科技巨头的估值消化压力或已接近尾声。","market":"nz","thumbnail":"https://static.tigerbbs.com/13b51c8f8528a82d8c1c972eefe70894","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/13b51c8f8528a82d8c1c972eefe70894"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778680","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":["FNGA","CHAT","NJAN","VTHR","AIPO","TDAQ","TEKY","TDVI","CPNJ","QFLR","FEPI","QQQP","TRUT","QLD","PQOC","TMAT","CPNM","QJUN","REGS","FAZ","SPHQ","SQQQ","QTEC","CAIQ","FNG","QDEC","STK","NUGO","PSQ","QQQT","AGIX","CMAG","NJUL","NOCT","QHDG","QQQM","TECY","XVUG","AIEQ","QRMI","IXN","QQQW","TOEQ","TTXD","QQA","BST","ARTY","GTOP","SPTE","QTOC"],"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":["REGS","SOXY","DVIN","TRUI","MADE","SSG","SMH","CWC","IYJ","FRTY","USD","BK4535","XLIX","CHPY","TEKX","SOXS","SMHX","UXI","XSD","SOXQ","PJFM","BK4588","MQQQ","KSTR","EIS","PSI","TECY","FIDU","FWD","VIS","FTXL","SOXL","PSCI","BK4585","VGT","XLII","SOXX","NBDS","CHPS"],"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":"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":"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":["IYJ","CGVV","XLII","REGS","PRIZ","UXI","FRTY","TRUI","MADE","PY","BK4588","PJFM","FIDU","XLIX","PSCI","BK4585","VIS","ABEQ","QUSA","EASY","DVIN","FTDS"],"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":"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/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":["PY","PSCI","XLII","159207","TRUI","PJFM","601066","BK0276","DVIN","XLIX","IYJ","EASY","FRTY","ABEQ","VIS","MADE","QUSA","PRIZ","BK4588","FTDS","FIDU","BK4585","REGS","CGVV","UXI"],"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":"sg","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":["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":0}],"pageSize":20,"totalPage":7,"pageCount":5,"totalSize":139,"code":"91000000","status":"200"}]}}