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
Defiance Large Cap ex-Mag 7 ETF
25.49
-0.0300
-0.12%
盤後:
25.49
0.0000
0.00%
19:30 EDT
成交量:
5.55萬
成交額:
141.38萬
市值:
1.92億
市盈率:
- -
高:
25.52
開:
25.50
低:
25.38
收:
25.52
52周最高:
26.92
52周最低:
21.57
股本:
755.00萬
流通股本:
755.00萬
量比:
0.48
換手率:
0.74%
股息:
0.11
股息率:
0.45%
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
ChatGPT時代首次!「科技七巨頭」財報引爆超預期波動,美股分化創三十餘年新高
华尔街见闻
·
08/07
極端分化上演:道指創新高,科技巨頭深夜閃崩,加息預期生變
凤凰网港股
·
08/06
美股盤前七巨頭:英偉達領升,漲勢有望延續
智通财经
·
08/05
五大科技巨頭未開始數據中心租賃承諾累計達 1.09 萬億美元,為已確認負債近 4 倍
链捕手
·
08/05
自ChatGPT問世以來,美股「七巨頭」首次出現走勢分化
环球市场播报
·
08/04
澳洲擬修訂法案鼓勵科技巨頭為新聞內容付費
格隆汇
·
08/04
「AI紙面財富」席捲美股財報季:Anthropic與OpenAI股權大幅推高科技巨頭盈利 華爾街轉向審判現金流
智通财经
·
08/04
美股開盤|標普高開0.3%;阿里巴巴升逾3%、亞馬遜漲近3%;科技巨頭股走強
美股开盘
·
08/03
聯儲局或9月加息?科技巨頭悲喜兩重天
中金财经
·
08/03
AI能否回本?科技巨頭本周的股價走勢,市場給出了答案
华尔街见闻
·
08/02
分析:本周財報季六大科技巨頭市值合計波動近 2 萬億美元,AI 投資回報成市場分化關鍵
链捕手
·
08/02
科技巨頭重燃芯片股希望,美債會成為反彈絆腳石嗎?
第一财经
·
08/02
美股點金丨科技巨頭重燃芯片股希望,美債會成為反彈絆腳石嗎?
第一财经
·
08/02
AI「燒錢」效應蔓延:北美科技巨頭CDS七月全線飆升 信用市場風險補償要求顯著提升
智通财经
·
08/02
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
科威特突發,摧毀多架伊朗無人機!美五角大樓欲大規模採購攔截導彈!美石油巨頭盈利暴增,科技巨頭分化
期货日报
·
08/01
美股盤後速遞:三大股指期貨集體上漲,科技七巨頭、存儲芯片股走弱,美光、西部數據下跌;油價大漲;聯儲局主席考慮減少議息會議頻次
中新经纬
·
08/01
美國四大科技巨頭競逐AI,支出承諾總計超2萬億美元
环球市场播报
·
08/01
美國四大科技巨頭競逐AI 支出承諾總計超2萬億美元
智通财经
·
08/01
現金縮水、內存成本飆升:科技巨頭AI建設代價高昂
环球市场播报
·
08/01
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/XMAG/news?page=4"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"NZL","license":"TBKIWI","edition":"fundamental","symbol":"XMAG","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XMAG\",,,,,undefined,":{"symbol":"XMAG","market":"US","secType":"STK","nameCN":"Defiance Large Cap ex-Mag 7 ETF","latestPrice":25.49,"timestamp":1789761600000,"preClose":25.52,"halted":0,"volume":55511,"hourTrading":{"tag":"盘后","latestPrice":25.49,"preClose":25.49,"latestTime":"19:30 EDT","volume":6016,"amount":153350.84,"timestamp":1789774205903,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":-0.0011755485893417373,"floatShares":7550000,"shares":7550000,"eps":0,"marketStatus":"休市中","change":-0.03,"latestTime":"09-18 16:00:00 EDT","open":25.5,"high":25.5162,"low":25.38,"amount":1413759.8101219998,"amplitude":0.005337,"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":"NASDAQ","adjPreClose":25.52,"sharesOutstanding":6075000,"nav":25.47,"aum":192298500,"dividendRate":0.004504,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":25.49,"preClose":25.49,"latestTime":"19:30 EDT","volume":6016,"amount":153350.84,"timestamp":1789774205903,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.4836809632002016,"impliedVol":0.0562,"impliedVolPercentile":0.1633},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XMAG\",,,,,undefined,":{"symbol":"XMAG","floatShares":7550000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.4836809632002016,"shares":7550000,"dividePrice":0.1148,"high":25.5162,"amplitude":0.005337,"preClose":25.52,"low":25.38,"week52Low":21.5688,"pbRate":"--","week52High":26.9166,"institutionHeld":0,"latestPrice":25.49,"eps":0,"divideRate":0.004504,"volume":55511,"delay":0,"ttmEps":0,"open":25.5,"prevYearClose":22.57,"prevWeekClose":25.71,"prevMonthClose":26.03,"prevQuarterClose":26.08,"fiveDayClose":25.71,"twentyDayClose":26.0456,"sixtyDayClose":25.4615},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/XMAG\",params:#limit:5,,,undefined,":[{"date":"2024-12-31","symbol":"XMAG","amount":0.04699,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-31","defaultRemindTime":1735655400000,"name":"Defiance Large Cap ex-Mag 7 ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-01-03","payableDate":"2024-12-31","currency":"USD","dateTimestamp":1735621200000,"payDate":"2025-01-03"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"XMAG\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-31","recordDate":"2024-12-31","paymentDate":"2025-01-03","value":0.04699,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"XMAG\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"XMAG\",pageSize:20,pageCount:4,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2657665396","title":"ChatGPT時代首次!「科技七巨頭」財報引爆超預期波動,美股分化創三十餘年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2657665396","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657665396?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 05:06","pubTimestamp":1786050409,"startTime":"0","endTime":"0","summary":"到7月底,美股“科技七巨头”中,已有六家都公布了最新季度财报,美股AI主线并未趋于平静,反而进入剧烈重估阶段。美银股票衍生品团队日前的报告公布了一个令人意外的发现:自OpenAI的ChatGPT问世以来,“科技七巨头”首次几乎全部出现财报后实际波动率超过财报前期权隐含波动率,显示期权市场首次系统性低估了大型科技股的业绩冲击。","market":"other","thumbnail":"https://static.tigerbbs.com/f156a54f9e4928ab062a3cdbe13dd440","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f156a54f9e4928ab062a3cdbe13dd440"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778890","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":["XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657577613","title":"極端分化上演:道指創新高,科技巨頭深夜閃崩,加息預期生變","url":"https://stock-news.laohu8.com/highlight/detail?id=2657577613","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657577613?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 07:55","pubTimestamp":1785974149,"startTime":"0","endTime":"0","summary":"8月5日周三,道琼斯工业平均指数涨0.49%,创收盘纪录新高,为连续第五个交易日上涨。同一天,纳斯达克综合指数下跌0.83%,是五个交易日以来首次收跌;标普 500 指数下跌0.17%。该公司预计季度营收高于市场预期,反映 AI 需求强劲,股价下跌 7%。安进上涨 4.6%,为道指贡献超过 100 点涨幅,该公司第二季度销售额增长 9%。华纳兄弟探索将于周四盘前公布财报,爱彼迎和 Lyft 定于盘后公布,周五的政府非农就业报告将成为检验加息预期的下一个节点。","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.ifeng.com/c/8vMRSdcT3b6","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":["UDOW","AMZN","TOPT","VYM","TLTW","XLI",".DJI","GRNY","META","TMF","US12M.BOND","MGK","XMAG","SDY","SCHG","DVY","US3Y.BOND","SCHD","YMAX","US30Y.BOND","AAPL","TLT","VYMI","US10Y.BOND","DJIA","FDVV","US2Y.BOND","DXD","DJX","SDOW","VUG","FDN","MSFT","US7Y.BOND","DGRO","DIA","NVDA","DGRW","US6M.BOND","DOG","TSLA","US5Y.BOND","MYMmain","GOOG","DDM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657551230","title":"美股盤前七巨頭:英偉達領升,漲勢有望延續","url":"https://stock-news.laohu8.com/highlight/detail?id=2657551230","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657551230?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 17:00","pubTimestamp":1785920422,"startTime":"0","endTime":"0","summary":null,"market":"uk","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":["NVDB","ILDR","VGT","NVD3.UK","XLK","CLSE","FAI","NVD","META","NVDY","ESLG","TRFK","VT","CHAT","2NVD.UK","FDTX","NVIW.SI","TSLA","MSFT","NVDX","SMH","CNEQ","USXF","NVDS","WISE","ESUM","NVDL","AMZN","METV","GOOG","NVDU","SNPE","NVDQ","SPTE","EFIV","TYLG","NULC","USD","XMAG","ROM","SMHX","GAMR","JGRO","NVDA","NVDD","NVII","IXN","NVDW","CHPX","NVDG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657599703","title":"五大科技巨頭未開始數據中心租賃承諾累計達 1.09 萬億美元,為已確認負債近 4 倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2657599703","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657599703?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 10:03","pubTimestamp":1785895410,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据路透社对 LSEG 数据及公司文件的分析,微软、 Meta 、甲骨文、亚马逊和 Alphabet 已承诺未来支付约 1.09 万亿美元的未开始租赁款项,主要用于AI数据中心,这一规模约为其已确认租赁负债(约 2850 亿美元)的 4 倍。这些承诺尚未计入资产负债表,但已在财务报表附注中披露。其中微软披露额最大,达 3291 亿美元; Meta 披露 2789.9 亿美元,并于 7 月 再签 680 亿美元新增租约;甲骨文披露 2600 亿美元,为已确认负债的近 7 倍,租赁期限一般为 15 至 19 年,且公司已警告若客户不续约或无法履约,可能面临风险; Alphabet 和 亚马逊分别披露 852 亿美元 和 1372.1 亿美元。\n\n分析指出,若 AI 算力需求持续增长,这些设施将支撑下一阶段云业务扩张;若需求不及预期,企业可能被迫为大量长期闲置产能支付高昂成本。标普全球评级已将甲骨文等公司的未开始租赁纳入调整后债务预测。该数据凸显 AI 基础设施扩张给科技巨头带来的潜在长期财务压力。 ","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://www.chaincatcher.com/article/2280589","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":["AIFD","CLOU","PBOT","HPEL","XMAG","NVDA","WDAI","FCLD","MSFT","CLDL","AIO","GOOG","WPAI","IDGT","FMET","TSLA","WISE","SKYY","META","BLOK","DTCR","AIBU","AAPL","AMZN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656556423","title":"自ChatGPT問世以來,美股「七巨頭」首次出現走勢分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2656556423","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656556423?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 20:39","pubTimestamp":1785847172,"startTime":"0","endTime":"0","summary":"“七巨头”公司的股票走势——方向各异。 这个被称为“七巨头”的公司群体,刚刚做出了自ChatGPT推出引发市场人工智能热潮以来从未有过的事情。 美国银行的计算显示,这些财报表现,加上对冲基金Situational Awareness的爆仓,以及新任美联储主席凯文·沃什新闻发布会所引发的不确定性,共同将美国股市的离散度推至近35年来的最高水平。 看跌期权赋予买方在特定时间前以特定价格卖出标的资产的权利。","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/2026-08-04/doc-inimeefm2034975.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":["META","AMZN","TSLA","XMAG","NVDA","MSFT","GOOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656234586","title":"澳洲擬修訂法案鼓勵科技巨頭為新聞內容付費","url":"https://stock-news.laohu8.com/highlight/detail?id=2656234586","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656234586?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 10:19","pubTimestamp":1785809969,"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.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":["AAPL","TSLA","GOOG","XMAG","MSFT","AMZN","NVDA","META"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656585190","title":"「AI紙面財富」席捲美股財報季:Anthropic與OpenAI股權大幅推高科技巨頭盈利 華爾街轉向審判現金流","url":"https://stock-news.laohu8.com/highlight/detail?id=2656585190","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656585190?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:04","pubTimestamp":1785805474,"startTime":"0","endTime":"0","summary":"美股财报季并非缺乏真实增长,但Anthropic与OpenAI股权价值无疑显著放大了表面EPS盈利数据,华尔街未来定价模型可能倾向回归经营利润与自由现金流。随着人工智能投资热潮持续上演,Anthropic和OpenAI在私募市场的估值均大幅飙升,两家公司的估值都仅仅略低于1万亿美元。Alphabet净利润增速飙升近300%;若剔除SpaceX和Anthropic带来的收益,增幅则更接近23%。Anthropic和OpenAI均已向美国证券交易委员会秘密提交文件,预计将在未来一年内上市。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1475556.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["FOCT","PQX","SEPI","APRQ","PBMY","PBAP","CHAT","BAMG","PMAP","BLUX","OMFL","SSO","XDSQ","SCHK","AIPO","HMAY","TFGZ","BUFD","DDTL","LAPR","DDFY","ZAPR","SFY","UXJL","VTHR","SPHQ","USPX","XBAP","GFGF","159399","ARTY","POCT","SPUS","XCHG","UPRO","XIMR","XMAG","XAUG","TMFE","ZECP","PBFB","QTOC","FBUF","PALC","EQLS","UXAP","FAZ","RANK","BKLC","BJUL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135474159","title":"美股開盤|標普高開0.3%;阿里巴巴升逾3%、亞馬遜漲近3%;科技巨頭股走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1135474159","media":"美股开盘","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135474159?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 21:31","pubTimestamp":1785763877,"startTime":"0","endTime":"0","summary":"股市8月3日,美股三大指数高开:道琼斯指数报52,485.03点基本持平,标普500指数涨0.33%报7,514.76点,纳斯达克指数报25,373.85点亦基本持平。期指同步上扬,道指、标普500主连分别涨0.95%和0.37%,大型科技股活跃带动市场情绪偏暖。高盛警告标普盈利过度集中于AI巨头。公司以增发A类普通股置换零票息可转债,显著降低长期债务,但潜在对冲交易或加剧股价波动。预计二季度营收同比增47%,期权价格暗示公布后股价或振幅达10%,将检验AI芯片需求强度。","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":"","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":["HK0000914660.USD","LU0348723411.USD","SGXZ80539844.SGD","LU0143551892.USD","LU2430703251.USD","SG9999004303.SGD","LU1804176565.USD","LU0072913022.USD","BK4554","BK4533","LU0289941410.SGD","LU0787776722.HKD","SG9999018857.SGD","LU2362541273.HKD","IE00B4JS1V06.HKD","LU0742534661.SGD","LU0061474705.USD","SG9999001077.SGD","BK4561","LU2505996509.AUD","LU0949170426.SGD","LU0553294199.USD","BK4504","LU0106959298.USD","LU0323591593.USD","LU0208291251.USD","LU0345768153.USD","LU2430703095.HKD","LU1242518857.USD","09988","LU1051768304.USD","LU2168564222.USD","IE0009G5SDU7.USD","ILDR","LU0310800379.SGD","IE00BYQQ9H92.USD","IE0003U64NQ7.SGD","SG9999017495.SGD","LU1267930730.SGD","LU2211815571.USD","LU0310799852.SGD","LU2361045086.USD","IE00BK4W5L77.USD","LU0234572021.USD","RTH","LU1815333072.USD","BK4526","LU0047713382.USD","IE0004086264.USD","LU0211327993.USD","IE000BZT7R73.USD","LU2552382058.USD","LU1316542783.SGD","LU0077335932.USD","LU0210528500.USD","LU1280957306.USD","LU0345770308.USD","LU1152091168.USD","LU0011850046.USD","SG9999015952.SGD","LU0979878070.USD","LU1917777945.USD","IE00B19Z8X17.USD","LU0823434740.USD","LU1127390331.HKD","IE00BJLML261.HKD","BK4588","LU0265550946.USD","SG9999015986.USD","IE00B0JY6N72.USD","LU2764263039.SGD","AMZY","LU0708995401.HKD","LU1515016050.SGD","LU0456842615.SGD","LU1046421795.USD","IE00BFXG0V08.USD","LU2602419157.SGD","LU0354030511.USD","LU2125154935.USD","LU0203201768.USD","HULL","LU2592432038.USD","LU2077746001.SGD","LU0354030438.USD","IE00B775H168.HKD","LU0683600562.USD","LU1066051811.HKD","IE00B5949003.HKD","BK4122","LU0072462426.USD","AZYY","BABU","LU0820561909.HKD","LU0501845795.SGD","LU0048584097.USD","EDZ","LU0965509010.AUD","LU0738911758.USD","LU0029864427.USD","LU0957791311.USD","LU2111349929.HKD","LU0871640123.AUD","LU0210536198.USD","BABX","LU1323610961.USD","SGXZ51526630.SGD","MSFT","IE0009356076.USD","LU2065170008.USD","LU2106854487.HKD","LU1883839398.USD","LU0061474960.USD","LU2226246903.HKD","LU2452424414.USD","LU0980610538.SGD","LU1145028129.USD","LU2089283258.USD","BK4507","LU1084165304.USD","LU2168563687.JPY","LU0784383803.USD","IE00B3SWFQ91.USD","LU2237438978.USD","LU2065169927.USD","AMZP","LU2543165471.USD","IE00BN29S564.USD","BABW","LU1116320737.USD","LU0170899867.USD","LU1244550221.USD","SG9999018865.SGD","LU0133085943.USD","LU1429558221.USD","IE00BMPRXQ63.HKD","LU0082616367.USD","LU1267930227.SGD","LU1046422090.SGD","SG9999015945.SGD","LU0302445910.USD","LU1366192091.USD","LU1035775433.USD","IE0002270589.USD","LU1778281490.HKD","LU2357305700.SGD","LU1048588211.SGD","LU2089284900.SGD","LU2471134952.CNY","LU1232071149.USD","LU0215105999.USD","IE00B1XK9C88.USD","LU2028103732.USD","LU0965509101.SGD","IE00BMPRXN33.USD","LU1718418525.SGD","LU0265550359.USD","LU0251132253.USD","LU2720916845.USD","LU2237957811.SGD","HK0000304797.USD","BK4565","LU2456880835.USD","IE00BQXX3D17.EUR","LU0823411888.USD","NVDA","LU1008478684.HKD","LU2462157665.USD","LU1496350502.SGD","IE0004445239.USD","DRAG","LU1037948897.HKD","LU1048596156.SGD","LU1803068979.SGD","LU2860962120.EUR","LU0965508806.USD","CLIX","LU0052756011.USD","IE0001KFT4U8.USD","LU0061475181.USD","SG9999014880.SGD","LU0820562030.AUD","LU0130102774.USD","BK4596","IE00B1BXHZ80.USD","LU1244550577.SGD","LU1935042991.SGD","LU2213496289.HKD","LU1066051498.USD","IE00B19Z9505.USD","IEMG","SG9999014898.SGD","IE000WAW04H5.SGD","LU2065171402.SGD","LU0784385840.USD","LU0157215616.USD","SGXZ81514606.USD","LU0328353924.USD","BK4550","IE00BF5LJ272.USD","LU2168564495.EUR","LU0070217475.USD","LU0918141705.HKD","LU1116320901.HKD","LU0203202063.USD","LU0466842654.USD","LU1051769294.HKD","LU1551013425.SGD","BK4538","GB00BDT5M118.USD","LU0918141887.USD","META","LU1688375341.USD","USAW.SI","LU0127658192.USD","BK4532","LU2756315318.SGD","LU0072462343.USD","BK4527","LU2148611432.USD","LU2168564065.EUR","SGXZ99366536.SGD","IE0004091025.USD","LU0719512351.SGD","LU2471134879.HKD","IE00BQXX3C00.GBP","IE0034235303.USD","LU1861559042.SGD","LU0882574139.USD","LU1880383366.USD","LU2023250330.USD","BK4551","IE00BKDWB100.SGD","LU1235294995.USD","HK0000914686.HKD","LU2264538146.SGD","LU1633808545.USD","LU0080751232.USD","IE00BZ1G4Q59.USD","LU2764262908.HKD","LU0823434583.USD","LU0642271901.SGD","LU0267386448.USD","LU1791710400.SGD","LU2211817866.USD","LU0320765489.SGD","LU1691799644.USD","LU1435385759.SGD","LU2023250504.SGD","LU2463028550.USD","IE00BFMHRM44.USD","LU1989764748.USD","LU2065171311.SGD","LU0289960550.SGD","LU0528227936.USD","LU0234570918.USD","LU1989764664.SGD","IE00BMPRXR70.SGD","LU2097829019.USD","LU1720051017.SGD","LU0417517546.SGD","LU1003077747.HKD","LU1066051225.USD","LU1769817179.HKD","LU2087625088.SGD","LU0128525929.USD","LU2250418816.HKD","LU2125154778.USD","IE0005OL40V9.USD","LU0198837287.USD","LU0320765059.SGD","LU2487616109.SGD","LU0256863902.USD","SG9999014914.USD","LU0648001328.SGD","LU2247934214.USD","LU0072461881.USD","LU1267930490.SGD","LU1242518931.SGD","IE00BFSS8Q28.SGD","LU1934455863.HKD","LU2360106780.USD","BK4587","LU0661504455.SGD","LU0821914370.USD","LU0494093205.USD","LU0823421333.USD","BK4505","IE00BK4W5M84.HKD","LU2750360641.GBP","LU0053666078.USD","ESmain","LU1153585028.USD","LU1934455194.USD","LU2108987350.USD","LU1261432733.SGD","BK4598","LU1880398471.USD","LU0109391861.USD","LU2326559502.SGD","LU0238689110.USD","LU0308772762.SGD","LU1935043023.USD","LU1674673428.USD","BK4581","LU0985320562.USD","LU0251143458.SGD","LU1119994496.HKD","LU0314104364.USD","LU2092627202.USD","LU0456855351.SGD","LU1974910355.USD","LU0097036916.USD","IE00BWXC8680.SGD","IE000W1ABFV2.USD","LU0949170772.SGD","IE000YTNTUN2.SGD","LU1551013342.USD","LU1868836757.USD","LU1868836914.USD","BABA","SGXZ31699556.SGD","BK4614","LU0724617625.USD","LU0784384876.USD","IE0000B7K699.USD","IE00B19Z3581.USD","LU2360032135.SGD","LU0820561818.USD","LU0390134368.USD","LU0943347566.SGD","IE000M9KFDE8.USD","LU2271345857.HKD","IE00B7SZLL34.SGD","BK4607","LU2756315664.SGD","SG9999000418.SGD","BK4604","BK4531","LU0708994859.HKD","BK4579","SGXZ44715902.SGD","LU0689472784.USD","LU2954938101.SGD","LU0648000940.SGD","LU2637965513.SGD","LU1201861165.SGD","LU0880133367.SGD","LU1861127337.USD","LU0651947912.USD","TSLA","LU0353189680.USD","BK4535","LU0797268264.HKD","LU2417539215.USD","LU2023250843.SGD","LU2265009873.SGD","AMZW","LU0109392836.USD","LU0210533765.USD","LU0162691827.USD","LU0345768740.USD","LU1988902786.USD","LU0342679015.USD","LU1074936037.SGD","LU0672654240.SGD","LU2746668461.USD","LU2420271590.USD","BK4524","LU1934455277.USD","LU0823421416.USD","LU1674673691.USD","LU2063271972.USD","BK4502","LU2083900584.USD","LU0345770993.USD","LU0130103400.USD","LU2462591350.SGD","LU2381873111.SGD","AMZU","LU0211328371.USD","WANT","LU1769817096.USD","LU1629891620.HKD","LU2236285917.USD","BK4558","IE000KEQY171.SGD","BABO","LU2168564149.EUR","LU0651946864.USD","LU2361044949.HKD","LU2361044865.SGD","LU1880398554.USD","SG9999002224.SGD","AMZD","LU0251131958.USD","LU1066053197.SGD","LU0158827948.USD","LU1868837300.USD","LU1868836591.USD","LU0048573561.USD","LU2764263203.CNY","LU0345769128.USD","AMZN","IE000ITXATA3.USD","LU0149725797.USD","LU0256863811.USD","LU2362540622.SGD","LU2275660780.HKD","BK4220","LU0128525689.USD","LU2471134523.USD","LU0786609619.USD","BK4503","BK4592","BK4534","IE000MB6IJN5.SGD","LU2087621335.USD","IE00BFSS7M15.SGD","LU1244550494.USD","LU0154236417.USD","LU0251142724.SGD","LU0345774631.USD","BBYY","AMZZ","LU1201861249.SGD","OGIG","ONLN","IE00B5TLWC47.USD","LU0345769631.USD","LU0640476718.USD","IE000SO60NU8.SGD","LU1548497426.USD","LU2462591277.SGD","IE00BJTD4V19.USD","ALBmain","LU1935043536.SGD","LU2023251221.USD","LU2746668974.SGD","HK0000532082.HKD","IE00B4YYXB79.USD","LU0276348264.USD","LU1037948541.HKD","IE00B19Z3B42.SGD","LU1814569148.SGD","SG9999014906.USD","IE00BQXX3F31.USD","LU1720051108.HKD","LU2242649171.HKD","LU2242650005.HKD","LU0316494557.USD","LU2403377893.USD","LU0348816934.USD","XMAG","IE000F7OJYX1.SGD","LU2896262040.SGD","LU0138981039.USD","SGXZ23171101.USD","LU2505996681.GBP","LU0070302665.USD","IE00B775SV38.USD","LU1366333091.USD","LU2362541513.USD","LU1823568750.SGD","LU1267930573.SGD","LU0079474960.USD","IE00B3S45H60.SGD","LU0545039389.USD","LU0353189763.USD","LU2092937148.SGD","AAPL","BK4566","LU0312595415.SGD","LU1496350171.SGD","LU1914381329.SGD","IE00BJJMRX11.SGD","LU0345774391.USD","LU1282648689.USD","LU0056508442.USD","LU2552382215.SGD","KBAB","LU0861579265.USD","LU1868837136.USD","SG9999002232.USD","LU0965509283.SGD","LU1861558580.USD","LU0175139822.USD","LU0107464264.USD","LU0348814723.USD","LU1064131342.USD","LU0784385170.HKD","LU1791710582.SGD","BK4543","IE00BJTD4N35.SGD","IE00BKPKM429.USD","LU0889565833.HKD","LU2461242641.AUD","LU2552382132.HKD","LU0174119429.USD","LU0096362180.USD","LU2750360997.AUD","LU1301847155.USD","IE00BKVL7J92.USD","LU0964807845.USD","LU2237957902.USD","BK4612","LU0158827781.USD","LU0096364046.USD","LU1935042215.USD","IE00B19Z8W00.USD","LU1152091754.HKD","LU2054465674.USD","IE0004445015.USD","LU1105468828.SGD","LU1935042488.USD","BK4548","LU2430703178.SGD","BK4559","IE00BJJMRY28.SGD","LU0067412154.USD","LU2471134796.USD","LU1839511570.USD","HK0000304805.HKD","GOOG","LU1979441026.SGD","LU0788109477.HKD","BK4575","BK4585","SG9999015978.USD","LU1069344957.HKD","LU1852331112.SGD","LU0310800965.SGD","IE00B7KXQ091.USD","LU2317271919.USD","LU2999663052.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656321891","title":"聯儲局或9月加息?科技巨頭悲喜兩重天","url":"https://stock-news.laohu8.com/highlight/detail?id=2656321891","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656321891?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 15:57","pubTimestamp":1785743825,"startTime":"0","endTime":"0","summary":"7月30日凌晨,美联储的FOMC如预期般以9比3的投票结果将利率维持在3.50%至3.75%区间。会后声明几乎没有实质性修改,美联储也没有在新闻发布会上提供任何政策前瞻指引,也未解释委员会对当前通胀形势的具体判断。目前市场隐含的9月加息概率已从发布会前的80%以上降至接近60%。这实际上意味着:金融条件已经明显收紧,因此美联储暂时无需进一步加息。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202608/03/20260803297202.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202608/03/20260803297202.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/shichangjuejin/20260803/32324604.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":["JPST","VCIT","MYCN","LQD","TMF","XMAG","IEI","NELS","IEF","HMOP","GOVT","GBIL","TLH","TLTW","MINT","VGLT","AGG","LIAJ","NGHT","BOXX","BSV","UDN","SPY","VOO","VCSH","DBND","NEMD","OOQB","MUB","XBIL","CIVG","EBUF","EDV","FEM","UBT","JULD","PBDC","VGIT","VGSH","MUNX","BIL","SCHO","TLT","BND","BOND","KBE","TYO","SHY","TIP","GOLY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656931723","title":"AI能否回本?科技巨頭本周的股價走勢,市場給出了答案","url":"https://stock-news.laohu8.com/highlight/detail?id=2656931723","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656931723?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 19:06","pubTimestamp":1785668789,"startTime":"0","endTime":"0","summary":"本周华尔街释放出明确信号:AI投资回报正沿着云计算业务加速兑现。微软、亚马逊和谷歌云业务收入强劲增长,带动股价大幅上涨;相比之下,缺乏成熟云业务变现渠道的Meta,虽然持续加码AI投入,却尚未形成直接盈利回报,股价承压。市场正在重新定价AI赢家,不再单纯奖励投入规模,而更关注企业将AI转化为收入、利润和现金流的能力。","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://wallstreetcn.com/articles/3778516","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":["NVDA","META","QTOC","TSLA","GOOG","MSFT","AAPL","VTHR","CHAT","AMZN","AGIX","ARTY","XMAG","AIPO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656312023","title":"分析:本周財報季六大科技巨頭市值合計波動近 2 萬億美元,AI 投資回報成市場分化關鍵","url":"https://stock-news.laohu8.com/highlight/detail?id=2656312023","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656312023?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 16:31","pubTimestamp":1785659463,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,据 CNBC 报道,本周已公布财报的 6 家美国科技巨头市值合计变动接近 2 万亿美元,投资者正在根据云业务增长与 AI 资本支出回报挑选赢家。\n\nAlphabet、亚马逊和微软市值合计增加近 1.5 万亿美元,其中微软增加逾 6000 亿美元,亚马逊与 Alphabet 均增加逾 4000 亿美元。\n\n与此同时,苹果市值蒸发逾 3500 亿美元,Meta 减少约 850 亿美元,特斯拉减少约 70 亿美元。苹果虽在营收、盈利及 iPhone 销售方面超过预期,但预计本季度营收增长 9% 至 11%,低于分析师预期的 12%,并称存储芯片短缺及晶圆产能竞争将继续限制供应,其股价周五收跌逾 7%。\n\n亚马逊二季度 AWS 收入同比增长 37%,创 2021 年以来最快增速,推动其股价周五上涨逾 15%。公司同时将 2026 年资本支出预期由 2000 亿美元上调至 2200 亿美元。微软周四上涨 15%,Meta 则下跌 8%,显示市场对两家公司 AI 投资回报的判断明显分化。\n\nJefferies 表示,科技巨头未来 12 个月 AI 支出正趋近 8000 亿美元。当前市场争论已不再是 AI 是否存在真实需求,而是长期利润能否支撑如此大规模投资。 ","market":"us","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://www.chaincatcher.com/article/2279838","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","XMAG","QIDX","AGIX","AIPO","QTOC","VTHR","APRP","AINT","AFLG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656314895","title":"科技巨頭重燃芯片股希望,美債會成為反彈絆腳石嗎?","url":"https://stock-news.laohu8.com/highlight/detail?id=2656314895","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656314895?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 09:47","pubTimestamp":1785635220,"startTime":"0","endTime":"0","summary":"与此同时,多家芯片股财报来袭,市场将迎来新一轮AI叙事考验。反弹面临多方面考验随着全球科技巨头在最新财报中维持或上调资本开支预期,AI领域砸钱热潮尚未降温,美股上周尾盘企稳回升。本周,已经发布财报的六大科技巨头合计出现近2万亿美元市值的增减波动。本轮财报季显示,资金正在主动筛选AI赛道赢家,科技巨头股价走势出现明显分化。展望未来,该机构认为本轮反弹在下周初或存在进一步上行空间,但同时需要警惕尾部风险。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-02/doc-inikwuvp5337236.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/2026-08-02/doc-inikwuvp5337236.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":["CIVG","HYG","XBIL","BOXX","NGHT","JPST","TBT","MWNmain","TLH","UBT","GOLY","SGOV","TMF","GBIL","VGLT","IEF","ZFmain","BSV","BITC","TBIL","UTWY","MTNmain","GOVT","ZTmain","IEI","ZBmain","MUNX","VCIT","SHY","USVN","XMAG","MINT","VCSH","TLTW","UTHY","DBND","LIAJ","MYCN","BNDW","ZROZ","UTRE","BOND","UFIV","USHY","TYO","VGIT","TNmain","HMOP","TLT","UBmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656314862","title":"美股點金丨科技巨頭重燃芯片股希望,美債會成為反彈絆腳石嗎?","url":"https://stock-news.laohu8.com/highlight/detail?id=2656314862","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656314862?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 09:46","pubTimestamp":1785635173,"startTime":"0","endTime":"0","summary":"美国三大股指本周收涨。投资者布局大型科技股,多家企业财报证明AI资本投入正在实现商业化变现,这一利好对冲了美债收益率上行带来的压力。不过长端美债收益率再创多年新高,市场担忧油价上行再度推升通胀,可能给成长股带来估值压力。与此同时,多家芯片股财报来袭,市场将迎来新一轮AI叙事考验。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608023829094246.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/202608023829094246.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":["BIL","XSEM","NGHT","TBT","USVN","VGLT","ZROZ","LQD","MYCN","TLH","BNDW","BITC","VGSH","EDV","VGIT","SGOV","SHV","HMOP","BOXX","HYG","LIAJ","GOLY","UTWY","BND","TLT","TYO","UBT","GOVT","UTHY","TBIL","SCHO","XMAG","IEF","SHY","BOND","TMF","TLTW","IEI","WAMA","UFIV","BERZ","AGG","BSV","MINT","XBIL","MUNX","DBND","VCSH","GBIL","USHY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656039311","title":"AI「燒錢」效應蔓延:北美科技巨頭CDS七月全線飆升 信用市場風險補償要求顯著提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2656039311","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656039311?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 09:07","pubTimestamp":1785632849,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,光大证券发布研究报告称,近期,北美科技巨头信用违约互换快速走阔,引发市场对AI基础设施高资本投入及融资可持续性的关注。上述变化表明市场对投资回报、现金流覆盖及融资安排的关注升温,信用市场对AI高资本投入模式的风险补偿要求回报正在提升。CDS反映投资者为对冲企业信用风险所需支付的成本,其上升意味着市场要求的信用风险补偿提高。北美科技巨头5年期CDS在7月以来普遍明显上行。","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/1474963.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":["NVDA","TSLA","AGIX","AIPO","ARTY","MSFT","VTHR","META","AMZN","XMAG","GOOG","CHAT","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"fut","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":["QQQX","SSO","DDM","AIPO","QQQ","09086","SPDN","VTHR","VIS","AFLG","SPYU","SDOW","QTOC","HIBL","MADE",".DJI","FRTY","DVIN","SPUU","UDOW","UXI","TRUI","07261","QLD","IYJ","DOG","QQQM","PSQ","QIDX","CHAT","NDX","07568","SPYQ","SPYH","NOCT","DIA","QMAR","SPXL","QDEC","APRP","XLII","SPXU","07266","IVV","QID","REGS","03455",".SPX","SH","AINT","SDS","PSCI","SMAX","DXD","07522","SPYM","03086","MMAX","NJUL","SPY","YSPY","02834","XMAG","PJFM","XLIX","GPIQ","NAPR","FIDU","AGIX","03034",".IXIC","09834","DMAX","SPXS","NJAN","TQQQ","ARTY","SQQQ","TQQY","UPRO","VOO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656313658","title":"科威特突發,摧毀多架伊朗無人機!美五角大樓欲大規模採購攔截導彈!美石油巨頭盈利暴增,科技巨頭分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2656313658","media":"期货日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656313658?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 18:52","pubTimestamp":1785581520,"startTime":"0","endTime":"0","summary":"当前,中东局势、全球市场有哪些最新资讯?一起来看。科威特军方称摧毁多架伊朗无人机据新华社报道,科威特军方8月1日表示,该国多个重要设施当天遭到袭击,其武装部队已探测并摧毁了多架伊朗无人机。当天早些时候,科威特武装部队总参谋部表示,全国各地听到的爆炸声是由防空系统拦截敌方目标造成的,并敦促公众遵守有关部门发布的安全指示。袭击没有造成人员伤亡。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608013829047998.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/202608013829047998.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":["159019","META","MSFT","XOP","BNO","BK4570","FTXN","NVDA","DRNL","USOI","ERX","OILU","WDRN","IEO","KOMP","XMAG","DRLL","BK4588","BK4585","DBE","GOOG","IXC","VDE","AMZN","PXJ","PXE","XLE","OILK","USE","XES","OILT","AAPL","DRIP","OIH","DBC","TSLA","USL","DIG","WTIU","GUSH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656978397","title":"美股盤後速遞:三大股指期貨集體上漲,科技七巨頭、存儲芯片股走弱,美光、西部數據下跌;油價大漲;聯儲局主席考慮減少議息會議頻次","url":"https://stock-news.laohu8.com/highlight/detail?id=2656978397","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656978397?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 09:12","pubTimestamp":1785546720,"startTime":"0","endTime":"0","summary":"北京时间8月1日,美股盘后,三大股指期货延续上涨趋势,美国科技七巨头集体走弱,存储芯片股下挫。美股存储芯片股盘后走弱截至发稿,道指期货涨0.27%,纳指期货涨0.17%,标普500指数期货涨0.41%。美国科技七巨头盘后集体走弱,亚马逊跌0.46%,苹果跌0.51%,谷歌跌0.67%,脸书跌0.5%,微软跌0.6%,英伟达跌0.9%,特斯拉跌0.63%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608013828988063.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/202608013828988063.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":["DBE","DISK","SHY","GOVT","HYG","TMF","09747","US2Y.BOND","DBND","BOXX","PBDC","VCIT","TLTW","BNO","SHV","SKRE","UGA","TBT","DRMP","GBIL","FTXL","NELS","FTXN","EMPB","VGIT","TLH","USHY","TLT","TPOR","MUD","IEF","PXJ","LIAJ","US10Y.BOND","XMAG","ZROZ","IEI","HBMX","TIP","DRMY","US6M.BOND","XES","JPST","JULD","GOLY","MU","RAM","TYO","US7Y.BOND","IEO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656394016","title":"美國四大科技巨頭競逐AI,支出承諾總計超2萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656394016","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656394016?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 07:42","pubTimestamp":1785541320,"startTime":"0","endTime":"0","summary":"数据中心竞赛中的四大巨头已承诺在未来几年内投入近2.4万亿美元,表明对人工智能基础设施的投资将继续大幅增加。以$谷歌$母公司Alphabet为例,该公司上周披露,尚未开始执行的采购承诺、合同义务及租赁承诺达到9020亿美元。Meta也披露了类似的大幅增长,未来支出承诺接近7000亿美元。该公司的承诺总额是一年前的逾八倍。Alphabet和亚马逊的自由现金流均已转为负值,Meta预计也将很快出现这一情况。","market":"sh","thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2026-08-01/doc-inikufht0844119.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AGIX","CHAT","AIPO","AMZN","XMAG","ARTY","QTOC","VTHR","GOOG","MSFT","META"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656394096","title":"美國四大科技巨頭競逐AI 支出承諾總計超2萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656394096","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656394096?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 06:33","pubTimestamp":1785537205,"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":["NVDA","CHAT","MSFT","VTHR","GOOG","AMZN","QTOC","AGIX","AIPO","TSLA","ARTY","META","AAPL","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656395731","title":"現金縮水、內存成本飆升:科技巨頭AI建設代價高昂","url":"https://stock-news.laohu8.com/highlight/detail?id=2656395731","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656395731?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 03:01","pubTimestamp":1785524500,"startTime":"0","endTime":"0","summary":"人工智能热潮持续近四年,全球最大的科技公司仍在为未来做出宏大承诺,但问题在于它们正在此过程中大量消耗现金。根据高盛的预测,超大规模科技公司今年的AI支出预计将达到7650亿美元,到2027年将上升至近1.2万亿美元。亚马逊在周四将全年资本支出预测上调至2200亿美元,这一数字在四家超大规模企业中是最高的。 亚马逊还报告称,其过去12个月的自由现金流为负76亿美元。而在一天前,Meta披露其现金生成能力较去年同期下降了91%。","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/2026-08-01/doc-iniktust0786335.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":["TSLA","XMAG","QTOC","AAPL","ARTY","AIPO","AMZN","DRAL","DRAM","GOOG","RAM","AGIX","VTHR","NVDA","META","MSFT","BK4588","CHAT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":200,"code":"91000000","status":"200"}]}}