美股詳情

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Defiance Large Cap ex-Mag 7 ETF

25.49

-0.0300-0.12%

盤後：25.490.00000.00%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

7450億美元砸向AI基建的背後：科技巨頭加速燒錢，華爾街愈發審慎

基金經理：市場對美股「七大科技巨頭」擔憂升温，資金開始放眼海外

环球市场播报

科技巨頭AI投資狂潮總投入突破1萬億美元

环球市场播报

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

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

HBM明年要漲87%！三星七成產能鎖單五大科技巨頭

AI燒錢競賽衝擊信貸市場！科技巨頭信用風險對沖成本飆升甲骨文(ORCL.US)CDS創多年新高

關鍵財報公布前 Meta盤前領升科技七巨頭

SK海力士(SKHY.US)周三公布財報受科技巨頭加大AI數據中心投入、帶動先進存儲芯片需求強勁的影響公司第二季度營業利

SK 海力士：受 AI 業務規模激增、算力供給緊缺雙重因素驅動，各大科技巨頭客户正加碼基礎設施投入、擴大存儲採購規模。

納斯達克100指數勢將進入回調階段對AI投資最終回報的擔憂正在削弱對推動今年股市上漲的科技巨頭的市場情緒。周二納斯達克1

電影《大空頭》原型：任何一家科技巨頭削減AI支出美國股市將直線下跌

「大空頭」Burry：科技巨頭AI燒錢模式不再受華爾街青睞

韓國砸9500億美元All in AI！SK 海力士(SKHY.US)等韓企聯手美科技巨頭，重組全球算力版圖

楊德龍：科技巨頭上市資金虹吸效應逐步減弱反而有望提升我國科技板塊估值空間

谷歌雲暴漲82%難掩天量開支隱憂，七巨頭「AI信仰」鬆動：蘋果獨善其身，微軟Meta直面「資本支出審判日」

韓美科技巨頭達成價值9500億美元合作項目

穆迪警告AI投資狂潮衝擊科技巨頭財務穩健性微軟(MSFT.US)、甲骨文(ORCL.US)等公司自由現金流承壓

25家科技巨頭聯名簽署公開信，力挺開放權重AI模型

美股七巨頭單日蒸發近8000億美元 AI燒錢拖累科技巨頭大跳水

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20:38","pubTimestamp":1785501480,"startTime":"0","endTime":"0","summary":"美股科技巨头计划继续在人工智能（AI）上投入巨资，而投资者则需要看到更多切实可见的回报成果。近日，美股AI巨头陆续公布年中财报。其中，Meta、谷歌母公司Alphabet和亚马逊再度上调2026年资本开支指引。算上微软，目前四大巨头的全年资本上限有望达到7450亿美元，该数字将远超2025年的4558亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607313828571017.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/202607313828571017.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":["FAZ","MSFT","META","ARTY","AAPL","QTOC","NVDA","CHAT","TSLA","VTHR","AGIX","AIPO","GOOG","AMZN","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655351176","title":"基金經理：市場對美股「七大科技巨頭」擔憂升温，資金開始放眼海外","url":"https://stock-news.laohu8.com/highlight/detail?id=2655351176","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655351176?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 17:16","pubTimestamp":1785489360,"startTime":"0","endTime":"0","summary":"美股 “七大科技巨头” 持仓集中度过高，让投资组合抗风险能力变弱。出于对美股七大科技巨头一家独大的顾虑，资金开始分散配置，降低美股持仓依赖。这位任职于骏利亨德森全球阿尔法股票团队的基金经理在专访中称：“资金明显开始主动布局美国以外的市场。”麦克马纳斯称，大量投资者重仓集中在少数美股大盘科技股，一旦这批龙头行情走弱，整个投资组合会承受巨大压力。","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://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniksxpi1227414.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":["META","MSFT","TSLA","XMAG","GOOG","AMZN","AAPL","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655351344","title":"科技巨頭AI投資狂潮 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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":["DVIN","GOOG","MADE","FBY","GOOP","APRP","XLII","VIS","FBL","AMZP","GOOX","GOOY","PJFM","MSFX","ARTY","AGIX","METD","MSFD","FRTY","META","MSFT","GOOGL","IYJ","METU","AMZY","PSCI","MSFW","XLIX","AFLG","AINT","METW","QTOC","CHAT","TRUI","GOOW","MSFY","FIDU","UXI","AMZN","REGS","MSFL","XMAG","GGLS","FBYY","GOU","AZYY","AMZU","GGLL","AMZW","MSFO","VTHR","MSFU","AMZZ","AIPO","AMZD","QIDX"],"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":"us","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":["PSCI","XMAG","FIDU","VTHR","VIS","AFLG","UXI","QTOC","FRTY","AINT","MADE","CHAT","IYJ","QIDX","ARTY","REGS","XLII","XLIX","AGIX","TRUI","DVIN","AIPO","PJFM","APRP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655826218","title":"HBM明年要漲87%！三星七成產能鎖單五大科技巨頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2655826218","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655826218?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 14:30","pubTimestamp":1785393013,"startTime":"0","endTime":"0","summary":"快科技7月30日消息，三星电子在今日的二季度财报电话会上放话：计划把总产能的六到七成通过长期供货协议 供应给客户，目前已和五大全球数据中心客户签约，还有五家AI相关大客户在最终谈判。HBM更猛，高盛预计三星HBM平均售价2027年同比暴涨87%，远超彭博共识的52%。三星对HBM信心十足，HBM4（第六代）下半年放量，三季度HBM4营收环比增超三倍，下半年占HBM总营收超60%，目标把HBM市占率追到DRAM的水平。","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://tech.ifeng.com/c/8vBL4gzaoZK","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":"fenghuang_stock","symbols":["NVDA","AAPL","GOOG","DRMY","MUD","MUZ","META","MSFT","DRAL","HBMX","DISK","BK4585","MIC","DRAM","RAM","XMAG","MULL","DRMP","EMXC","MUU","BK4588","TSLA","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655892908","title":"AI燒錢競賽衝擊信貸市場！科技巨頭信用風險對沖成本飆升 甲骨文(ORCL.US)CDS創多年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2655892908","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655892908?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 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