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

美股最堅定買家信心動搖！散户淨買入跌至疫情以來最低，拒絕「盲買大盤」而轉向「故事選股」

AI投資狂潮之下科技巨頭債務規模翻倍

「錢多多」的科技巨頭買樓又買地

當費城半導體年內暴漲83%，而七巨頭原地踏步，華爾街頂級策略師集體喊"換牌"

华尔街见闻

半導體板塊大漲，美股七大科技巨頭集體走弱

环球市场播报

科技巨頭CEO集體改口：不再渲染AI大規模失業末日論

环球市场播报

阿波羅：美股七巨頭以外公司利潤率停滯對科技巨頭估值構成風險

环球市场播报

科技巨頭數據中心推高美國鐵鏽帶工廠電費

环球市场播报

美股AI交易邏輯突變：Mag 7變成「Lag 7」，存儲芯片股成權力更迭下「新王」

瑞銀：AI基礎設施股的利潤已經超越七巨頭，2027年行業前五可能發生洗牌

环球市场播报

五大科技巨頭 AI 資本支出激增，2027 年預計佔美國 GDP 的 3.2% 並首超國防開支

華爾街如何影響美股科技巨頭的資本開支行為？來自2022年Meta的啓示

外媒：華爾街重創美國「科技七巨頭」

曾經的「小甜甜」，如今的「牛夫人」--美國散户「拋棄」Mag 7

华尔街见闻

「炒幣」高手特朗普！官方披露2025年加密貨幣業務斬獲超10億美元，重倉美股科技巨頭

华尔街见闻

美股「七巨頭」指數6月下跌8.9%，創2025年3月以來最差單月表現。

散户不再追捧美股「七巨頭」！花旗：交易熱情創四年新低資金正轉向ETF

七大科技巨頭市值蒸發2.3萬億美元，市場擔憂AI投入回報不及預期

环球市场播报

拿下4500億韓元AI服務器MLCC大單！三星電機與全球科技巨頭簽約

华尔街见闻

華爾街科技股板塊輪動，「七巨頭」市值蒸發 2.3 萬億美元

环球市场播报

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23:53","pubTimestamp":1783612380,"startTime":"0","endTime":"0","summary":"周四资金持续从大型云科技集团流出，转而涌入半导体赛道。半导体板块全线上涨，安硕半导体行业 ETF（SOXX）涨幅超 5%；而 Roundhill 发行的美股七大科技巨头 ETF（MAGS）下跌 0.6%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","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/2026-07-09/doc-inihftwq7410768.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":["PSQ","03034","GPIQ","NJAN","TQQY","AAPL","03086","03455","NOCT","QQQX","07261","NAPR","QLD","BK4588","QMAR","XMAG","02834","QDEC","07266","GOOG","SOXW","TQQQ","META","QQQM","QQQ","07568","BK4593","09834","07522","SQQQ","TSLA","MSFT","BK4585","QID","09086","NVDA","NJUL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650059997","title":"科技巨頭CEO集體改口：不再渲染AI大規模失業末日論","url":"https://stock-news.laohu8.com/highlight/detail?id=2650059997","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650059997?lang=zh_tw&edition=fundamental","pubTime":"2026-07-09 00:37","pubTimestamp":1783528620,"startTime":"0","endTime":"0","summary":"　　大型科技企业舆论风向突变，彻底推翻 “AI 将大规模消灭工作岗位” 的悲观论调。随着大众对 AI 的负面担忧持续发酵，各大 CEO 一改此前末日式表述，转而传递全新观点：人工智能只会大幅提升员工生产效率，而非取代人类。企业管理层开始挖掘员工中的AI 推广先锋，由他们带动全员落地 AI 工具、提升普及率。　　美国 55 至 64 岁新注册创业者数量十年间上涨 22%。","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/2026-07-09/doc-inihckrp1563341.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":["AAPL","TSLA","ARTY","XMAG","AIPO","AGIX","CHAT","GOOG","VTHR","META","MSFT","NVDA","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649936449","title":"阿波羅：美股七巨頭以外公司利潤率停滯對科技巨頭估值構成風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2649936449","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649936449?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 23:22","pubTimestamp":1783437720,"startTime":"0","endTime":"0","summary":"阿波罗全球管理公司首席经济学家Torsten Slok警告称，科技巨头以外的公司未能展现其人工智能支出带来盈利能力提升，这给大型科技股估值带来风险。　　“我们需要看到美股七巨头以外的公司利润率上升，”Slok周二表示，他使用的是美国科技巨头的简称。“换句话说，标普500指数中其余493只成份股的情况变得非常、非常关键。”","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/2026-07-07/doc-inifyzks8391814.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","AAPL","MAGQ","XMAG","NVDA","MAGY","QQQD","TSLA","MSFT","QCJA","AMZN","FEPI","GOOG","MAGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649933352","title":"科技巨頭數據中心推高美國鐵鏽帶工廠電費","url":"https://stock-news.laohu8.com/highlight/detail?id=2649933352","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649933352?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 21:33","pubTimestamp":1783431180,"startTime":"0","endTime":"0","summary":"多年来，俄亥俄州舒格克里克市贝尔登砖业的电费一直保持相对稳定，然而去年电费暴涨 90%，核心诱因就是当地数据中心用电需求激增。如今企业电费大涨主要源于月度基本容量电费，该项费用近期从每月 1600 美元飙升至 12000 美元。　　路透社梳理美国能源数据，并采访十余家制造企业与行业协会后发现：作为工厂核心经营开支，工业电费涨幅远超居民与普通商业用户。","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/2026-07-07/doc-inifyzkr1521176.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":["XMAG","AIBU","CLDL","CLOU","META","GOOG","BLOK","SKYY","TSLA","AAPL","IDGT","FCLD","WISE","MSFT","AIFD","FMET","DTCR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649808499","title":"美股AI交易邏輯突變：Mag 7變成「Lag 7」，存儲芯片股成權力更迭下「新王」","url":"https://stock-news.laohu8.com/highlight/detail?id=2649808499","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649808499?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 20:18","pubTimestamp":1783426698,"startTime":"0","endTime":"0","summary":"Meta在过去六个月中回落约14%;特斯拉同样出现不同程度下跌。但英伟达也已从其历史高点下跌了7.7%。今年4月Mag 7指数与纳斯达克100指数的40天相关性峰值超过0.95，接近完美同步。而最近，该指数目前已跌破0.7，创下2017年以来的最低水平。Mag 7 与大盘的脱钩或许最能清晰地反映出人工智能交易的演变趋势，即聚焦于新兴赢家，尤其是内存和存储芯片制造商。资金流向：从Mag 7到存储ETF的“大迁徙”撤出的资金并未离开市场，而是进行了深度板块轮动。","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/1464349.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":["BK4588","MAGS","QTOC","GOOG","AMZN","AAPL","09747","VTHR","ARTY","AGIX","MUD","XMAG","MULL","DRAM","NVDA","DRAL","MSFT","MUU","CHAT","TSLA","AIPO","FTXL","META","RAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649240896","title":"瑞銀：AI基礎設施股的利潤已經超越七巨頭，2027年行業前五可能發生洗牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2649240896","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649240896?lang=zh_tw&edition=fundamental","pubTime":"2026-07-06 21:29","pubTimestamp":1783344540,"startTime":"0","endTime":"0","summary":"瑞士银行业务研究机构最新发布的行业研究报告显示，全球人工智能产业价值链正迎来结构性偏转，以高性能存储芯片、半导体设备为代表的AI基础设施板块景气度加速上行，其价值创造能力和资本回报率已呈现大幅超越传统互联网超大规模云服务商的势头。　　与之形成鲜明对比的是，包括半导体、硬件设备及全球供应链在内的AI基础设施板块，其市场总市值目前已突破1万亿美元。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-06/doc-inifwscr8599442.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":["AAPL","TSLA","FCLD","XMAG","AIPO","GOOG","META","MSFT","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649614050","title":"五大科技巨頭 AI 資本支出激增，2027 年預計佔美國 GDP 的 3.2% 並首超國防開支","url":"https://stock-news.laohu8.com/highlight/detail?id=2649614050","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649614050?lang=zh_tw&edition=fundamental","pubTime":"2026-07-06 08:40","pubTimestamp":1783298456,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，根据 The Kobeissi Letter 发布的预测数据显示，AI 领域的投资热潮正在重塑美国经济结构。预计到 2027 年，谷歌母公司 Alphabet、亚马逊、Meta、微软以及甲骨文（Oracle）这五大科技巨头在 AI 领域的资本支出占美国国内生产总值（GDP）的比重将攀升至 3.2% 左右。\n\n如果该预测最终兑现，这将是美国历史上年度 AI 资本支出首次超过国家国防开支（预计明年国防开支约占 GDP 的 2.7%）。\n\n数据显示，今年（2026 年）这五家公司的 AI 资本支出预计将突破 8000 亿美元，占 GDP 的比重从 2025 年的 1.5% 急剧上升至 2.5% 左右，已逼近约 2.7% 的国防开支估值。而到 2027 年，这一数字预计将进一步飙升，达到创纪录的 1.1 万亿美元。 ","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.chaincatcher.com/article/2275050","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":["BK4581","VTHR","XLI","AMZN","META","BK4585","ARTY","BK4550","FXR","BK4588","RSPN","GCAD","VIS","AIPO","QTOC","GUNZ","AAPL","DUSL","GOOG","CRTC","SPRX","IYJ","XMAG","AGIX","MSFT","NVDA","CHAT","TSLA","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648659417","title":"華爾街如何影響美股科技巨頭的資本開支行為？來自2022年Meta的啓示","url":"https://stock-news.laohu8.com/highlight/detail?id=2648659417","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648659417?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 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7","url":"https://stock-news.laohu8.com/highlight/detail?id=2648027593","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648027593?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 11:10","pubTimestamp":1782875406,"startTime":"0","endTime":"0","summary":"花旗数据显示，散户近期仅贡献Mag 7交易量的6%，创四年新低，远低于2023-2024年逾20%的峰值。今年Mag 7指数累计下跌3.1%，同期标普500涨8.7%，被戏称\"Lag Seven\"。散户撤出的资金流向ETF、加密货币及预测市场。","market":"us","thumbnail":"https://static.tigerbbs.com/9c16735f499dfaea008bd7be1b106e6f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9c16735f499dfaea008bd7be1b106e6f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3775907","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":["AAPL","XMAG","MAGS","NVDA","GOOG","TSLA","MSFT","META"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2648470560","title":"「炒幣」高手特朗普！官方披露2025年加密貨幣業務斬獲超10億美元，重倉美股科技巨頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2648470560","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648470560?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 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Financial代币销售获得近5.9亿美元，个人迷因币$TRUMP项目的许可费超6亿美元；英伟达、微软、亚马逊、特斯拉、博通的持仓价值均在100万至500万美元，苹果、Meta、谷歌A类和C类股的持仓均在50万至100万美元。","market":"us","thumbnail":"https://static.tigerbbs.com/23e49c12d6a845e6ac7e673d9d0742cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/23e49c12d6a845e6ac7e673d9d0742cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3775893","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":["META","BITB","GBTC","BTCW","TEKX","BKCH","EZBC","LINK.USD.HKCC","MSFT","GDLC","DEFI","NVDA","BFJL","DAPP","DIME","BITQ","NCIQ","AVAX.USD.CC","DOT.USD.CC","XMAG","USDT.USD.CC","VBTC.AU","GOOG","YBTC","APT.USD.CC","AMZN","LFGY","FBTC","BITO","APT.USD.HKCC","COMP.USD.CC","BLOK","BAGY","AAPL","BTCZ","MKR.USD.CC","UNI.USD.CC","UNI.USD.HKCC","HECO","ARKB","SNX.USD.CC","LTC.USD.HKCC","TSLA","TON.USD.CC","TON.USD.HKCC","BITU","AVAX.USD.HKCC","BITW","STCE","BITX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2648564842","title":"美股「七巨頭」指數6月下跌8.9%，創2025年3月以來最差單月表現。","url":"https://stock-news.laohu8.com/highlight/detail?id=2648564842","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648564842?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 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16:27","pubTimestamp":1782808056,"startTime":"0","endTime":"0","summary":"三星电机宣布签下价值4500亿韩元（约合19.67亿人民币）的AI服务器MLCC供货合同，期程覆盖2027年全年。三星电机在AI服务器MLCC细分市场占有率超40%，远高其25%的整体市占率，正借此加速向高附加值产品结构升级。","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://wallstreetcn.com/articles/3775844","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIPO","NVDA","MSFT","XMAG","CHAT","AGIX","EMXC","ARTY","BK4585","GOOG","TSLA","AAPL","META","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647858080","title":"華爾街科技股板塊輪動，「七巨頭」市值蒸發 2.3 萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2647858080","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2647858080?lang=zh_tw&edition=fundamental","pubTime":"2026-06-30 14:41","pubTimestamp":1782801680,"startTime":"0","endTime":"0","summary":"本月，美股七大巨型科技龙头市值蒸发超2.3万亿美元，市场出现剧烈板块轮动：资金大举撤离斥资数千亿美元布局人工智能基建的科技巨头，转而涌入承接其巨额采购订单、从中获利的芯片厂商。该板块6月累计下跌10%，或将创下一年多以来最差月度表现；今年上半年整体跌幅达3%。　　全球先进晶圆代工龙头台积电今年以来股价上涨约50%，市值突破2万亿美元；其核心设备供应商、荷兰企业阿斯麦同期股价涨幅达60%。","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/2026-06-30/doc-inifenru1562285.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":["VGT","TTTN","NVDA","AAPL","XLK","FAZ","META","GOOG","TSLA","XMAG","MSFT","BK4588","BK4585"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":8,"totalSize":200,"code":"91000000","status":"200"}]}}