美股详情

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寇图资本持仓

4,422.30

+7.710.17%

涨家数：24

跌家数：37

平家数：3

市盈率：- -

高：4,425.54

开：4,414.66

低：4,371.56

收：4,414.59

成交量：5.21亿

成交额：626.30亿

市值：14.15万亿

流通市值：13.12万亿

数据加载中...

总览新闻资讯

Coinbase（COIN）为美国三星钱包用户提供USDC服务

小马智行：公司和Uber正推进将第七代Robotaxi引入伦敦，计划在未来数周内启动测试。

巴克莱上调Coinbase目标价至149美元

TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗

小鹏汽车：小鹏机器人出租车宣布品牌名称为“小鹏YOYO”，并在中国开放注册。

卖碳收入超10亿？小鹏不只靠卖车赚钱了

Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战

盘前异动 | 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款

老虎资讯综合

美股中概股盘前多数下跌，蔚来跌1%

《清晰法案》受阻不改扩张计划：Coinbase(COIN.US)加码机构业务，为传统金融提供加密基础设施

巴克莱下调奈飞目标价至70美元

知名科技分析师：将Palantir等列为2027年最值得关注的五家科技公司

贝索斯首次明确蓝色起源上市时间表：已融资100亿美元、估值最高1400亿美元，IPO仍需数年

环球市场播报

亚马逊再裁员近千人：零售业务持续收缩岗位，AI部门却开始重新招聘被裁员工

环球市场播报

英伟达支持的AI数据中心公司Firmus上市遇阻：拟募资55亿美元，投资者热情降温，股东股价一度暴跌30%

环球市场播报

三星电子整合Coinbase稳定币服务，全美超8,200 万 Galaxy 用户可转账 USDC

TradingKey中文

贝索斯首次明确表态：蓝色起源或将数年内IPO

公司是特斯拉的供应商吗？天汽模回应

巨头大换血！亚马逊不到一年裁员超3万：省下的钱全砸AI

叮咚买菜有豆志加速全产业链布局：联合种植5万亩大豆投资工厂日产12万盒

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16:24","pubTimestamp":1791447867,"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":["BK4099","BK4526","BK4551","BK4505","BK4555","EVS.SI","09868","XPEG","XPEV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673602297","title":"卖碳收入超10亿？小鹏不只靠卖车赚钱了","url":"https://stock-news.laohu8.com/highlight/detail?id=2673602297","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673602297?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:20","pubTimestamp":1791447637,"startTime":"0","endTime":"0","summary":"作者 | 定焦One 陈颐当多数中国新能源车企还在卷价格、拼销量时，小鹏不只靠卖车赚钱了。最近一个标志性事件是，保时捷等国际车企开始向小鹏购买碳积分，覆盖欧盟、英国、澳大利亚等市场，累计总交易收入预计超过10亿元。9月29日，小鹏方面回应数字属实。今年二季度，小鹏“服务及其他”收入27亿元，同比增长93.9%，环比增长32.6%。二季度，小鹏汽车业务毛利率为12.1%，服务及其他业务毛利率达到75.1%。","market":"sh","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://www.lanjinger.com/d/1790673448363044828","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["09868","BK4551","BK4099","BK4526","XPEG","XPEV","BK4505","BK4555","EVS.SI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673201700","title":"Windows迎来AI时代最大更新，拉来黄仁勋跟Mac宣战","url":"https://stock-news.laohu8.com/highlight/detail?id=2673201700","media":"爱范儿","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673201700?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:14","pubTimestamp":1791447251,"startTime":"0","endTime":"0","summary":"今天凌晨，微软 CEO Satya Nadella、Windows + 设备执行副总裁 Pavan Davuluri，以及英伟达 CEO 黄仁勋同台，带来了这场围绕 Windows 和 Surface 的特别发布会。所谓的 Windows AI 助手大多数时候就是一个常规的 AI 入口，用户就像打开一个 App 一样，输入问题，等待回答。很多时候，甚至还没有单独的 Codex 好用，更不用说和整个 Windows 系统联动的 AI。微软开始把 Windows 变成一个在本地和云端之间调度 AI Agent 的平台，而 Surface Laptop Ultra 就是这套方案的硬件样板。面向更高端的工作负载，微软宣布 DGX Station for Windows。","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/8x3NDLW2zw3","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":["IE00B3S45H60.SGD","LU2764262908.HKD","LU0823417737.USD","LU0979878070.USD","LU1582986359.USD","LU2249611893.SGD","LU2381873111.SGD","LU0211328371.USD","LU1674673691.USD","LU2077746001.SGD","LU2111349929.HKD","LU0342679015.USD","IE00BQXX3D17.EUR","LU0868494708.USD","LU1242518931.SGD","LU1043141396.HKD","LU1791710400.SGD","LU2290526834.HKD","MSFL","LU2168564065.EUR","LU0557290698.USD","BK4543","LU2463028550.USD","BK4554","IE00BWXC8680.SGD","IE00BDCRKT87.USD","LU0094547139.USD","LU2237443978.SGD","LU0757359368.USD","LU1280957306.USD","LU2236285917.USD","VGT","LU0757359954.USD","SOXQ","IE0009356076.USD","LU3102509885.SGD","LU2506952097.USD","LU2347655073.USD","LU2023250330.USD","IE00B5TLWC47.USD","LU2471134879.HKD","LU2087621335.USD","LU0784384876.USD","SNPE","LU1244550494.USD","LU1066051498.USD","LU1670756490.USD","LU2279689827.SGD","IE00BFSS7M15.SGD","LU2471134796.USD","LU0061474705.USD","TEK","LU2294711713.HKD","SG9999014542.SGD","LU1046421795.USD","LU1989773731.SGD","LU0215105999.USD","LU2471134523.USD","LU0889566641.SGD","SG9999018857.SGD","LU0898699433.AUD","LU1564329461.SGD","LU2506951792.HKD","LU2097344431.USD","LU1202635105.USD","LU1127390331.HKD","LU0642271901.SGD","LU2360108059.USD","NVDW","LU0661504455.SGD","LU1267930730.SGD","BK4588","LU2272731600.USD","LU2552382132.HKD","LU0965508806.USD","LU0006306889.USD","LU0171293334.USD","LU0788109477.HKD","LU1228905037.USD","LU2237443549.SGD","LU0786609619.USD","IE00BDRTCR15.USD","LU0511384066.AUD","LU0689472784.USD","LU2462157665.USD","LU0256863811.USD","LU0124676726.USD","LU1564329032.USD","IE00BZ1G4Q59.USD","LU2506951875.HKD","LU1979441026.SGD","TDIV","LU0107464264.USD","LU0149725797.USD","CHPX","LU0879622024.SGD","LU0965509010.AUD","LU1236620750.USD","LU2360032135.SGD","MSFU","TYLG","LU0787776722.HKD","NVC","ROM","BK4527","LU1861215975.USD","LU1196500208.SGD","LU1323610961.USD","NVD2.UK","LU2750360997.AUD","EFIV","LU1861559042.SGD","LU0057025933.USD","LU0316494557.USD","LU2404859741.USD","NVDB","CLSE","LU1868837300.USD","LU1880398554.USD","LU2237957902.USD","LU1989764748.USD","LU2456880835.USD","LU2265009873.SGD","LU0175139822.USD","MSFT","LU0689626769.HKD","LU1232071149.USD","LU2237443895.HKD","LU1242518857.USD","LU1066051811.HKD","LU1400636657.SGD","BK4577","LU0345774391.USD","LU1116320737.USD","IE00B775H168.HKD","LU1400636491.USD","SG9999000418.SGD","BK4516","IGV","LU2404859667.USD","IE00BJJMRX11.SGD","LU2133065610.SGD","LU2286300806.USD","IE0003U64NQ7.SGD","LU0097036916.USD","HK0000819398.USD","IE0009G5SDU7.USD","LU2065170008.USD","AIPI","GB00B4LPDJ14.GBP","NVDO","LU0353189680.USD","JGRO","LU0234570918.USD","LU1430594728.SGD","LU1548497426.USD","SHOC","LU1815336760.USD","LU1084165304.USD","LU2430703251.USD","DIPS","SOXX","IE0004091025.USD","LU1035775433.USD","LU0203201768.USD","BK4533","IE0004086264.USD","LU2361044949.HKD","LU2362541513.USD","LU0964807845.USD","LU2211815571.USD","LU0072461881.USD","LU0889565833.HKD","LU2168564495.EUR","NVD3.UK","FAI","LU1623119135.USD","LU2417539215.USD","GAMR","LU1582987324.SGD","IE00BN8TJ469.HKD","LU1935043452.HKD","LU1988902786.USD","IE0034235295.USD","LU0957808578.USD","IE00BFXG0V08.USD","IE00BJLML261.HKD","LU2237443465.HKD","IE00BFSS8Q28.SGD","IE0005OL40V9.USD","LU2087625088.SGD","LU1645745479.HKD","LU2357125470.USD","09388","09788","LU0320765489.SGD","LU1712237335.SGD","LU0472753341.HKD","LU2361044865.SGD","XLK","LU0960925559.SGD","LU0949170426.SGD","LU2063271972.USD","IE00B4JS1V06.HKD","LU0345769128.USD","LU0353189763.USD","LU1037948897.HKD","LU1629891620.HKD","LU2394011477.USD","LU2506952170.USD","LU1718418525.SGD","LU1244550577.SGD","LU0061475181.USD","LU1003077747.HKD","MSFD","LU0157215616.USD","LU1670711040.USD","LU0784385170.HKD","IE0001KFT4U8.USD","LU0444971666.USD","LU2092937221.SGD","LU0109391861.USD","LU1917777945.USD","LU2362540622.SGD","IE0034235188.USD","LU0957791311.USD","LU0323240290.USD","LU0795875169.SGD","LU0323591593.USD","NVDY","IE00B1BXHZ80.USD","LU1334329650.SGD","LU1074936037.SGD","LU2168564149.EUR","LU0289961442.SGD","LU2275660780.HKD","IE00BJTD4V19.USD","LU1989772840.SGD","LU2095319765.USD","HK0000304797.USD","LU1153585028.USD","MSFW","LU2357627491.SGD","BK4567","LU0187121727.USD","LU0894486033.HKD","SG9999014906.USD","LU2023251221.USD","LU2487616109.SGD","LU0823414551.USD","NVYY","LU0426417589.USD","LU0323239441.USD","NVDL","LU1267930573.SGD","LU0082616367.USD","LU2102340556.USD","SOXY","SPTE","LU2430703178.SGD","LU0823434740.USD","HK0000320264.USD","LU1989772923.USD","LU1839511570.USD","LU0096364046.USD","LU2272731865.HKD","LU1983260115.SGD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| 光通信概念股普跌，AAOI、Coherent跌超3%；Wolfspeed涨近14%，获美国防部最高15亿美元贷款","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379625","media":"老虎资讯综合","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157379625?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 16:03","pubTimestamp":1791446602,"startTime":"0","endTime":"0","summary":"光通信概念股普跌，Applied Optoelectronics、Coherent跌超3%，Ciena科技、康宁、Lumentum、Astera Labs、Fabrinet、Credo跌超2%；半导体板块普跌，迈威尔科技、ARM跌超2%，AMD、台积电，博通、英特尔、阿斯麦跌超1%；Wolfspeed涨近14%，该公司宣布获美国防部最高15亿美元贷款；Applied Digital涨近4%，Q1营收同比增长322%，超市场预期；Resources 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15:35","pubTimestamp":1791444900,"startTime":"0","endTime":"0","summary":"英伟达支持的澳大利亚AI数据中心运营商Firmus Grid原计划通过首次公开募股筹集至多55亿美元，有望跻身澳大利亚历史上规模最大的IPO之一。受相关消息影响，Firmus现有股东Maas Group Holdings在悉尼交易时段股价一度暴跌30%，创下该股有记录以来的最大跌幅。上市不确定性波及现有股东，Maas股价一度暴跌30%Firmus的上市风险迅速传导至现有股东。Firmus此前已获得包括英伟达和黑石集团在内的投资者合计20亿美元的投资承诺，Jane 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