美股詳情

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房屋建築商指數ETF-SPDR

97.75

+0.95000.98%

成交量：40.06萬

成交額：3,931.16萬

市值：12.51億

市盈率：13.81

高：99.63

開：99.17

低：97.61

收：96.80

52周最高：123.13

52周最低：93.57

股本：1,280.00萬

流通股本：1,280.00萬

量比：1.06

換手率：3.13%

股息：0.72

股息率：0.73%

每股收益(TTM):7.08

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

經濟學家：美國經濟呈現嚴重分化，實物貴金屬保值價值愈發凸顯

從未見過如此割裂的美國經濟！美股高歌猛進，美國人情緒卻崩到了1950年代！

中東衝突推高物價美國經濟今夏增長面臨放緩壓力

环球市场播报

「感覺像衰退」，但現實並非如此！嘉信宏觀主管稱美國經濟只是「情緒性蕭條」

FX168全球投资

前美國財長魯賓：別被股市新高麻痹，美國經濟定時炸彈正在計時

华尔街见闻

知名投行警示：高度捆綁美股，美國經濟已成「AI槓桿豪賭」

知名投行警示：高度捆綁美股，美國經濟已成「AI槓桿豪賭」

美國樓市陰霾下家得寶(HD.US)韌性凸顯華爾街分析師仍持樂觀看法

實時行情-待售房屋數量小幅上升，但仍處於低谷

伊朗戰事衝擊能源價格美國經濟分化態勢愈發凸顯

环球市场播报

堪薩斯聯儲主席施密德：就業市場整體穩定通脹仍是美國經濟最大風險

聯儲局施密德：通脹是美國經濟最緊迫風險

环球市场播报

AI就業恐慌暴露美國經濟深層裂痕，經濟學家警告消費引擎正在失速

环球市场播报

美國經濟數據增長背後：通脹成關注焦點股市靠五大巨頭

21世纪经济报道

日經指數或將上漲受美國經濟走強跡象提振

环球市场播报

RWA 協議 LienFi 在 Base 網絡上完成美國房地產税留置權代幣化

分析：美國經濟已高度依賴人工智能，上一季度 67% 經濟增長由 AI 推動

兩名聯儲局官員對本周的政策聲明投下反對票：伊朗局勢衝突對美國經濟造成衝擊

环球市场播报

《外匯》美國經濟增長放緩美匯跌近1%

納指突然跳水，英偉達蒸發超1.5萬億元，Meta暴跌10%，微軟跌超5%！美國經濟增長低於預期，核心通脹指數創近3年新高｜美股開盤

每日经济新闻

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09:58","pubTimestamp":1779847080,"startTime":"0","endTime":"0","summary":"汇通财经APP讯——当前美国经济呈现极致割裂格局，企业盈利屡创新高，民众消费信心却跌至历史谷底。　　奥地利学派经济学家马克·桑顿博士指出，这一现象并非偶然的经济悖论，而是数十年货币宽松政策累积的必然结果。叠加美联储人事更迭、美国高额债务压力与中东地缘冲突冲击，全球通胀具备长期结构性支撑，传统金融市场暗藏巨大风险，实物贵金属也因此迎来长期配置价值。","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/forex/hbfx/2026-05-27/doc-inhzhxzw9384193.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":["SHY","SCHH","EDV","UBT","DBA","BWX","TLTX","BBSB","TSYW","ISHG","DBND","SHV","BBLB","VDC","BWZ","GBIL","XRT","PBDC","BBIB","BOND","TLTW","TBJL","SGOV","DRN","FLGV","TYO","ITB","IGOV","TFJL","VCIT","IEF","MINT","SCHO","USHY","ZROZ","XHB","IEI","GOLY","IYR","DRV","GOVT","VGLT","NAIL","XLRE","TBIL","XLP","VCSH","BSV","TBT","TLTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638594216","title":"從未見過如此割裂的美國經濟！美股高歌猛進，美國人情緒卻崩到了1950年代！","url":"https://stock-news.laohu8.com/highlight/detail?id=2638594216","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638594216?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 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美國經濟今夏增長面臨放緩壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=2638555801","media":"环球市场播报","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638555801?lang=zh_tw&edition=fundamental","pubTime":"2026-05-25 21:07","pubTimestamp":1779714420,"startTime":"0","endTime":"0","summary":"企业高管与经济学家警告，随着特朗普政府退税政策到期、伊朗战争推高油价并传导至经济，美国消费者将在数月后面临现金短缺。　　消费是美国经济的核心引擎，约占经济总量的三分之二，也是近年经济增长的关键动力。　　疫情后，强劲消费叠加科技企业大额投资、生产率稳步提升，推动美国经济增速远超多数发达国家。　　2月28日中东冲突爆发后，居民消费压力持续攀升。","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":"https://finance.sina.com.cn/stock/usstock/c/2026-05-25/doc-inhzcpii2742638.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DBND","TLH","TBT","TLT","BWZ","VCSH","UBT","GOVT","TSYW","USHY","TBJL","IEI","GOLY","TBIL","BBIB","VDC","MINT","BBLB","EDV","IEF","PBDC","SCHH","TLTW","DRV","TLTI","TLTX","DBA","DRN","XHB","XLRE","XRT","SGOV","IYR","SCHO","BOND","BBSB","VGLT","BWX","NAIL","TYO","ZROZ","FLGV","VCIT","BSV","GBIL","ITB","IGOV","SHV","ISHG","XLP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637636193","title":"「感覺像衰退」，但現實並非如此！嘉信宏觀主管稱美國經濟只是「情緒性蕭條」","url":"https://stock-news.laohu8.com/highlight/detail?id=2637636193","media":"FX168全球投资","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637636193?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 07:45","pubTimestamp":1779407152,"startTime":"0","endTime":"0","summary":"报社 讯 尽管近期市场关于美国经济衰退的预测不断升温，但嘉信理财宏观研究主管Kevin Gordon认为，当前美国经济更像是一场“情绪性萧条”，而非真正意义上的衰退。Gordon认为，如今美国经济正在进入这种状态的升级版。持续高企的通胀，仍是压制美国民众情绪的重要原因。不过，尽管消费者普遍感到悲观，Gordon依然认为，美国经济增长仍有望持续。高盛此前表示，市场对美国经济和股市风险的担忧被夸大了。","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://usstock.jrj.com.cn/2026/05/22074557168212.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":"jinrongjie_highlight","symbols":["FLGV","BWZ","BOND","BBLB","TBJL","ISHG","TLTW","BWX","GOVT","VCSH","VDC","SCHO","BBIB","SHV","TLTX","IYR","TBIL","XRT","TBT","IGOV","UBT","SHY","XLP","DBA","BBSB","TSYW","XHB","SGOV","TLTI","EDV","VGLT","SCHH","NAIL","ITB","DBND","XLRE","TFJL","DRV","GBIL","PBDC","IEF","VCIT","MINT","ZROZ","USHY","BSV","GOLY","IEI","TYO","DRN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637011578","title":"前美國財長魯賓：別被股市新高麻痹，美國經濟定時炸彈正在計時","url":"https://stock-news.laohu8.com/highlight/detail?id=2637011578","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637011578?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 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10:24","pubTimestamp":1779330277,"startTime":"0","endTime":"0","summary":"周三，知名投行拉扎德公司首席执行官Peter Orszag在接受采访时给出了一个令人警醒的判断：“美国经济已成为一场押注人工智能成功的杠杆式赌注。”这一警告背后，是一场正在加速蔓延的AI裁员浪潮。报告同时显示，97%的受访经济学家预计AI将对美国经济增长产生“显著影响”——这一比例远超其他任何主要经济体。尽管Orszag对美国经济对AI的过度依赖表达了深切担忧，但他并未全盘否定这一方向。","market":"us","thumbnail":"https://imgcloud.jrjimg.cn/2026/05/20260521102412836.jpg","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2026/05/20260521102412836.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/05/21102457161078.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":"jinrongjie_highlight","symbols":["SCHH","TBIL","VGLT","VCSH","XLP","EDV","CHAT","TBT","BSV","BBLB","AGIX","IGOV","SHY","TSYW","DRV","TLTW","BOND","TBJL","IYR","AIPO","SCHO","DRN","GBIL","TLH","PBDC","USHY","XHB","IEI","DBA","IEF","VDC","SHV","BBIB","VCIT","GOVT","MINT","GOLY","DBND","XLRE","UBT","ARTY","NAIL","ITB","SGOV","BWZ","TYO","BWX","ZROZ","FLGV","XRT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637808486","title":"知名投行警示：高度捆綁美股，美國經濟已成「AI槓桿豪賭」","url":"https://stock-news.laohu8.com/highlight/detail?id=2637808486","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637808486?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 10:10","pubTimestamp":1779329404,"startTime":"0","endTime":"0","summary":"周三，知名投行拉扎德公司首席执行官Peter Orszag在接受采访时给出了一个令人警醒的判断：“美国经济已成为一场押注人工智能成功的杠杆式赌注。”这一警告背后，是一场正在加速蔓延的AI裁员浪潮。报告同时显示，97%的受访经济学家预计AI将对美国经济增长产生“显著影响”——这一比例远超其他任何主要经济体。尽管Orszag对美国经济对AI的过度依赖表达了深切担忧，但他并未全盘否定这一方向。","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/1444308.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":["XHB","GOVT","GOLY","USHY","BSV","DBND","VCIT","ZROZ","NAIL","TBIL","VGLT","ISHG","GBIL","EDV","BOND","IGOV","SCHH","MINT","AGIX","DRN","ARTY","XRT","TBT","SHV","ITB","TBJL","TFJL","BBIB","DBA","BBLB","SGOV","TYO","IEF","BWZ","IEI","AIPO","VCSH","VDC","DRV","IYR","PBDC","TLTX","XLRE","XLP","TLT","BWX","CHAT","UBT","TLTW","SCHO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636892677","title":"美國樓市陰霾下家得寶(HD.US)韌性凸顯 華爾街分析師仍持樂觀看法","url":"https://stock-news.laohu8.com/highlight/detail?id=2636892677","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636892677?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 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美國經濟分化態勢愈發凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2636098938","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636098938?lang=zh_tw&edition=fundamental","pubTime":"2026-05-17 09:23","pubTimestamp":1778980980,"startTime":"0","endTime":"0","summary":"史上规模最大的石油供应中断，正进一步加剧美国经济层面的阶层分化。　　结合石油资讯服务公司定价数据与联邦需求数据测算显示，受对伊朗战事影响，美国民众汽油、柴油累计消费支出较去年同期高出约450亿美元。通胀走高与借贷成本攀升持续加重普通民众生活压力，但诸多经济学家认为，高收入群体仍将持续拉动美国经济前行。　　特朗普竞选期间曾承诺将美国民众的能源开支削减一半。　　韦伯将此次石油冲击视作一场财富重新分配。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-17/doc-inhyeetv3866404.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":["SHV","BBSB","SGOV","VCIT","ISHG","TBJL","USHY","XRT","BBLB","PBDC","IYR","MINT","FLGV","TYO","GBIL","TFJL","BWX","IGOV","TLTW","UBT","XLP","GOLY","DBND","TLTI","ZROZ","VCSH","TLH","VDC","TLT","DRV","BOND","SCHH","ITB","SHY","NAIL","XLRE","BSV","SCHO","TSYW","TBT","DBA","GOVT","IEF","EDV","VGLT","TBIL","XHB","DRN","IEI","BBIB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635341741","title":"堪薩斯聯儲主席施密德：就業市場整體穩定 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23:44","pubTimestamp":1778773471,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，堪萨斯城联储主席施密德周四表示，尽管美国经济在面对多重挑战时展现出“显著韧性”，通胀依然是当前美国经济面临的最大风险，而就业市场整体仍保持稳定。施密德在由堪萨斯联储举办的银行业会议演讲稿中表示：“我认为持续存在的通胀是当前美国经济最紧迫的风险。”而本周公布的4月通胀数据则显示，美国整体通胀压力可能进一步升温。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441962.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":["SCHH","VDC","TBT","BSV","XLP","BK4535","KEmain","GOLY","XLRE","MINT","USHY","TBIL","XHB","BK4585","BK4588","ZROZ","TYO","DRN","EDV","DRV","PBDC","ITB","BOND","VCSH","UBT","IYR","DBA","DBND","GOVT","VGLT","SCHO","BK4550","GBIL","XRT","VCIT","NAIL","IEI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635746054","title":"聯儲局施密德：通脹是美國經濟最緊迫風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2635746054","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635746054?lang=zh_tw&edition=fundamental","pubTime":"2026-05-14 23:03","pubTimestamp":1778770980,"startTime":"0","endTime":"0","summary":"堪萨斯城联储主席杰弗里施密德周四表示，尽管美国经济在多重挑战下展现出极强韧性，但通胀仍是美国经济最大风险，就业市场整体保持稳定。　　“我认为持续高通胀是当前经济最紧迫的风险。 虽然通胀已从峰值显著回落，但我在与第十联储辖区企业高管交流后明确感受到，当前通胀水平依旧过高。”　　施密德今年无货币政策投票权，并未对利率前景发表评论。当月正值美以牵头对伊朗开战，推动全球原油及美国汽油价格大幅飙升。","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/2026-05-14/doc-inhxwviv9797496.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":["AGG","IEI","VGIT","VOO","SCHH","JPST","BIL","US2Y.BOND","HYG","XRT","MUB","FAZ","SHV","XLP","ZROZ","MINT","US12M.BOND","XHB","US5Y.BOND","UBT","DRN","IEF","LQD","US3Y.BOND","XLRE","SPY","ITB","US7Y.BOND","USHY","GOVT","VCSH","VDC","TBT","PBDC","VGLT","US10Y.BOND","SHY","BOXX","TMF","US6M.BOND","TLTW","TIP","DRV","BOND","TLT","TLH","NGHT","VGSH","HK0000934320.USD","VCIT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635730736","title":"AI就業恐慌暴露美國經濟深層裂痕，經濟學家警告消費引擎正在失速","url":"https://stock-news.laohu8.com/highlight/detail?id=2635730736","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635730736?lang=zh_tw&edition=fundamental","pubTime":"2026-05-14 03:42","pubTimestamp":1778701320,"startTime":"0","endTime":"0","summary":"随着4月通胀数据连续超预期，关于人工智能取代就业的焦虑再度升温。劳工经济学家指出，白领入门级岗位的急剧萎缩叠加持续高通胀，正在形成结构性压力。彭博社援引经济学家Kathryn Edwards的观点称，AI恐慌的背后，是美国经济更深层的裂痕——消费驱动型增长模式正面临前所未有的挑战。　　数据显示，美国经济约70%依赖消费，而消费又高度依赖工资收入。","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/stock/usstock/c/2026-05-14/doc-inhxuwsw9003394.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":["PBDC","AGIX","BK4585","XLP","XRT","SCHH","DRV","UBT","CHAT","DBND","BK4535","ITB","GBIL","BK4550","XLRE","ZROZ","VGLT","BK4588","TBIL","BSV","GOLY","VCSH","SCHO","DRN","DBA","USHY","IEI","BOND","VDC","XHB","NAIL","ARTY","AIPO","IYR","TYO","EDV","TBT","MINT","VCIT","GOVT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634256043","title":"美國經濟數據增長背後：通脹成關注焦點 股市靠五大巨頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2634256043","media":"21世纪经济报道","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634256043?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 07:00","pubTimestamp":1778540400,"startTime":"0","endTime":"0","summary":"　　5月8日，美国劳工部公布的数据显示，美国4月非农就业岗位增加11.5万个，好于预期的5.5万个。受利好消息刺激，8日美国标准普尔500指数和纳斯达克指数再创历史新高，分别收于7398.93点、26247.08点，分别上涨0.84%、1.71%，道琼斯30种工业股票平均指数微涨0.10%。　　当前，美国主要经济指标——涵盖就业、股市、通胀及增长——呈现两极分化，整体处于非正常区间。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-05-12/doc-inhxqvap1350440.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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協議 LienFi 在 Base 網絡上完成美國房地產税留置權代幣化","url":"https://stock-news.laohu8.com/highlight/detail?id=2634144332","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634144332?lang=zh_tw&edition=fundamental","pubTime":"2026-05-10 09:36","pubTimestamp":1778377017,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，RWA 协议 LienFi 宣布在 Base 网络上铸造了首个代币化的美国房地产税留置权（Tax Liens）。 ","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://www.chaincatcher.com/article/2263693","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":["DRN","ITB","SCHH","XHB","IYR","XLRE","VNQ","DRV","NAIL","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633326487","title":"分析：美國經濟已高度依賴人工智能，上一季度 67% 經濟增長由 AI 推動","url":"https://stock-news.laohu8.com/highlight/detail?id=2633326487","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633326487?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 14:54","pubTimestamp":1778223249,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，人工智能正在推动美国经济增长：软件和 IT 设备的投资为 2026 年美国第一季度 GDP 增长贡献了+134 个基点，增长 2.0%，创历史上最大季度贡献。这意味着上一季度 67% 的经济增长由人工智能推动。\n\n换句话说，如果没有由人工智能驱动的科技投资，第一季度的 GDP 增长将接近持平。这一贡献也比 1999 年的纪录高出约 10 个基点。在过去五个季度，软件和 IT 设备的投资平均每季度贡献了+90 个基点，创下有记录以来任何连续五个季度的最高贡献。美国经济已经高度依赖人工智能。 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