美股詳情

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Horizon Digital Frontier ETF

33.18

+0.27100.82%

盤後：33.190.0146+0.04%18:50 EDT

成交量：1.96萬

成交額：64.60萬

市值：2.03億

市盈率：- -

高：33.19

開：33.08

低：32.77

收：32.90

52周最高：35.02

52周最低：25.19

股本：611.00萬

流通股本：611.00萬

量比：1.58

換手率：0.32%

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

A股收評 | 低開高走全線反彈科創50大漲4.78% 半導體設備與電子布全線爆發

A股收評 | 低開高走全線反彈科創50大漲4.78% 半導體設備與電子布全線爆發

ETF收評 | 科創50漲4.78%，半導體板塊大爆發，科創半導體ETF、半導體設備ETF漲9%

中微公司增資至9.58億增幅約53%

ETF收評：半導體設備ETF領升9.88%，金ETF領跌3.13%

A股半導體設備材料走強，科創半導體設備ETF華泰柏瑞（588710）早盤成交額突破18億元

半導體設備或迎「邏輯重估」！中微公司有望向韓供貨，華寶基金電子ETF（515260）飆漲近7%！

多支半導體設備ETF逼近漲停

分析師：OpenAI 和 Anthropic 或佔三大雲廠商 AI 收入 70% 以上，數據中心投資高度集中風險凸顯

由三星SDS牽頭的韓國國家人工智能算力中心正式開工

82歲尹志堯，如何用20年打破半導體設備壟斷？

政策保護升級疊加存儲產能售罄半導體設備高景氣周期有望延續

半導體設備板塊走高，金海通漲停

【券商聚焦】中信建投：半導體設備全球景氣周期持續確認關注漲價+出海

中信建投：宇樹IPO順利推進看好機器人板塊後續進展，半導體設備關注漲價及出海

688012，半導體設備龍頭亮出成績單，上半年淨利預增超280%

大众证券报

半導體設備龍頭，上半年淨利最高預增310%

半導體設備龍頭，最高預增310%

ETF收評：線上消費ETF領升3.67%，科創半導體設備ETF領跌10.0%

A股三大指數早盤震盪走弱滬指半日跌0.59% 存儲、半導體設備等板塊跌幅居前

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以上，數據中心投資高度集中風險凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2657991225","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657991225?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:50","pubTimestamp":1785894655,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据科技分析师 Ed Zitron 援引巴克莱、瑞银及富国银行等机构估计，微软、谷歌和亚马逊三大云厂商的AI收入中，来自 OpenAI 和 Anthropic 的算力支出占比可能超过 70%。具体而言，巴克莱分析师 Ross Sandler 估计 2026 年亚马逊AWS的AI收入中约73%来自这两家公司；瑞银分析师 Stephen Ju 估计2026年谷歌云收入中约28%、2027年超48%来自二者；富国银行估计微软 Azure FY2026 约 23%、FY2027 约35%的营收来自这两家AI实验室。\n\n分析指出，AWS 2026 年非 OpenAI/Anthropic 的 AI 收入预计仅约 85 亿美元，而亚马逊当年资本支出预计达 2200 亿美元。谷歌2026年 Vertex AI 平台收入预计约 283 亿美元，但同期OpenAI和Anthropic的算力支出预计超 356 亿美元。微软FY2026 AI收入约 345 亿美元，同期资本支出约 1159 亿美元。该分析引发市场对AI数据中心过度建设及需求可持续性的担忧，并质疑三大云厂商是否应更透明地披露客户收入集中度风险。目前微软、谷歌、亚马逊均未就此公开回应。 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19:38","pubTimestamp":1785757080,"startTime":"0","endTime":"0","summary":"来源：中国证券报8月3日晚，半导体设备龙头中微公司发布业绩预告称，预计2026年半年度营业收入约66.91亿元，同比增长约34.89%；归属于母公司所有者的净利润为27亿元到29亿元，同比增长282.48%至310.81%。中微公司一季度净利润为9.3亿元，二季度净利润预计17.7亿元—19.7亿元，据此计算，公司二季度净利润预计环比增长90%—111%。同花顺数据显示，8月3日，中微公司股价收盘报309.85元/股，跌9.93%，最新市值为2967.9亿元，成交额超113亿元。","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/jjxw/2026-08-03/doc-inikzuym6001811.shtml","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":"sina","symbols":["AIO","ASMU","XITK","ALAI","LOUP","BK4138","FRWD","PQNT","ASMZ","GTEK","GINN","XSEM","SMHC","THMZ","LRNZ","SOXM","PSAI","ASMG","BCTK","LRCC","YNOT","TEKY","TWSC","AMAU","PSCT","INVN","QQJG","KSTR","THNQ","IQM","WISE","INT","SOXW","XT","WDAI","SHOC","CHPX","AIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656769325","title":"ETF收評：線上消費ETF領升3.67%，科創半導體設備ETF領跌10.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656769325","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656769325?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 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存儲、半導體設備等板塊跌幅居前","url":"https://stock-news.laohu8.com/highlight/detail?id=2656347468","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656347468?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 12:09","pubTimestamp":1785730174,"startTime":"0","endTime":"0","summary":"金吾财讯 | A股三大指数早盘震荡走弱，截至午间收盘，沪指跌0.59%，深成指跌0.45%，创业板指跌0.44%。盘面上看，存储、半导体设备、先进封装等板块受压居前；核电、太空算力、光伏玻璃等板块涨幅居前。国金证券表示，全球的反弹力度或不尽相同。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/YjFmNjZjNDg2MTA4NTI1ODgwMzI4.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YjFmNjZjNDg2MTA4NTI1ODgwMzI4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987319","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":["XT","399300","AMAU","399006","TEKY","LOUP","000688.SH","INT","LRCC","159967","000300.SH","SMHC","THNQ","WISE","CHPX","ASMZ","WDAI","AIO","510300","XSEM","SOXW","GTEK","SHOC","GINN","PSCT","THMZ","SOXM","QQJG","PSAI","ASMG","512880","159982","IQM","LRNZ","000905.SH","YNOT","TWSC","515890","510880","AIS","FRWD","512510","ALAI","INVN","BCTK","KSTR","399001","000001.SH","XITK","PQNT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":6,"totalSize":157,"code":"91000000","status":"200"}]}}