美股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

PGIM Jennison Focused Mid-Cap ETF

65.36

0.0000

成交量：3

成交额：195.81

市值：1,960.88万

市盈率：- -

高：65.36

开：65.36

低：65.36

收：65.36

52周最高：69.99

52周最低：58.85

股本：30.00万

流通股本：30.00万

量比：0.01

换手率：0.00%

股息：0.39

股息率：0.59%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

标普罕见拉响AI基建信用警报：7万亿美元资本开支黑洞逼近，科技巨头债务可持续性遭拷问

华尔街见闻

土耳其通胀降温超预期，9月降息预期升温

特朗普敦促新建炼油厂抑油价资本开支谨慎引业内普遍持怀疑态度

美联储“鹰”声不断！理事巴尔：若通胀降温不足应“果断加息” 市场押注9月紧缩概率升至66%

美联储柯林斯：若通胀降温不及预期可能支持加息

嘉立创2026年半年报：业绩高增，资本开支加大，原材料波动、新基地产能利用率待观察

华创策略姚佩：牛市未央，守正出奇

新天绿色能源2026年半年报：业务战略收缩调整，资本开支仍维持高位

联得装备2026年半年报：下游资本开支放缓，营收利润双双下滑

“AI存储税”！Trendforce称：2027年，存储将占主要云厂资本开支的68%

华尔街见闻

东兴证券：海上油气开发资本开支有望增长，重点关注具备高成长的公司

【券商聚焦】中国银河：云巨头资本开支持续加码光模块需求长期高景气

港股异动 | 中际旭创(03308)绩后跌超11% 二季度纯利环比增长38% 资本开支高增或延续至明年

万亿市值中际旭创深夜再公告：明年订单需求相较今年仍保持快速增长预计到明年资本开支都较大

中际旭创回应二季度资本开支增长原因：多处厂房在扩建

摩根士丹利：全球云资本开支2027年或增长38% AI基础设施投资持续升温

HTX Research 最新研报解读美股 AI 资产：技术仍处早期，资本开支与估值已进入周期后段

三大运营商上半年通信业务承压资本开支向算力倾斜

经济参考报

三大运营商谋篇“词元经济”

AI 投资热潮：史上规模最大的资本开支拉动 GDP 增长

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/hans/stock/PJFM/news?page=3"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"PJFM","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"PJFM\",,,,,undefined,":{"symbol":"PJFM","market":"US","secType":"STK","nameCN":"PGIM Jennison Focused Mid-Cap ETF","latestPrice":65.3626,"timestamp":1791898391610,"preClose":65.3626,"halted":0,"volume":3,"delay":0,"changeRate":0,"floatShares":300000,"shares":300000,"eps":0,"marketStatus":"交易中","change":0,"latestTime":"10-13 12:48:13 EDT","open":65.3626,"high":65.3626,"low":65.3626,"amount":195.81,"amplitude":0,"askPrice":65.1,"askSize":500,"bidPrice":64.97,"bidSize":500,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盘后交易","tradingStatus":3,"beginTime":1791921600000},"marketStatusCode":2,"adr":0,"exchange":"CBOE","adjPreClose":65.3626,"sharesOutstanding":250000,"nav":65.6815,"aum":19704447.55,"dividendRate":0.005899,"bidAskSpread":0,"volumeRatio":0.013919},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"PJFM\",,,,,undefined,":{"symbol":"PJFM","floatShares":300000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.013919,"shares":300000,"dividePrice":0.3856,"high":65.3626,"amplitude":0,"preClose":65.3626,"low":65.3626,"week52Low":58.8473,"pbRate":"--","week52High":69.99,"institutionHeld":0,"latestPrice":65.3626,"eps":0,"divideRate":0.005899,"volume":3,"delay":0,"ttmEps":0,"open":65.3626,"prevYearClose":58.8473,"prevWeekClose":65.6854,"prevMonthClose":64.5643,"prevQuarterClose":64.5643,"fiveDayClose":66.4983,"twentyDayClose":64.8524,"sixtyDayClose":66.3037},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/PJFM\",params:#limit:5,,,undefined,":[{"date":"2025-12-30","symbol":"PJFM","amount":0.38559,"announcedDate":"2025-12-29","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-30","defaultRemindTime":1767105000000,"name":"PGIM Jennison Focused Mid-Cap ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-01-02","payableDate":"2025-12-30","currency":"USD","dateTimestamp":1767070800000,"payDate":"2026-01-02"},{"date":"2024-12-27","symbol":"PJFM","amount":0.48145,"announcedDate":"2024-12-26","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-27","defaultRemindTime":1735309800000,"name":"PGIMJennison Focused Mid-Cap ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-01-03","payableDate":"2024-12-27","currency":"USD","dateTimestamp":1735275600000,"payDate":"2025-01-03"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"PJFM\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-27","recordDate":"2024-12-27","paymentDate":"2025-01-03","value":0.48145,"currency":"USD"},{"executeDate":"2025-12-30","recordDate":"2025-12-30","paymentDate":"2026-01-02","value":0.38559,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"PJFM\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"PJFM\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2665262351","title":"标普罕见拉响AI基建信用警报：7万亿美元资本开支黑洞逼近，科技巨头债务可持续性遭拷问","url":"https://stock-news.laohu8.com/highlight/detail?id=2665262351","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665262351?lang=zh_cn&edition=fundamental","pubTime":"2026-09-05 04:58","pubTimestamp":1788555516,"startTime":"0","endTime":"0","summary":"当股权投资者还在争论AI资本开支是否过度时，债务市场已率先对科技巨头的“烧钱”游戏进行风险定价。在最新发布的信用展望报告中，标普罕见地对超大规模云服务商发出系统性信用警告。该机构预计，前六大超大规模企业至2030年的资本支出总额将突破7万亿美元，这一庞大体量已使美国私营部门近半数的经济增长与AI活动深度绑定。标普更明确点名亚马逊面临失去AA评级的风险，而甲骨文若遭降级将直接跌入垃圾级。","market":"fut","thumbnail":"https://static.tigerbbs.com/3d497ed377c101a916773aaf0e18fc79","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3d497ed377c101a916773aaf0e18fc79"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781119","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":["XLII","FRTY","BK4585","PSCI","XMAG","REGS","MADE","TRUI","META","IYJ","MSFT","AAPL","FIDU","VIS","AIPO","XLIX","CHAT","PJFM","AGIX","ESmain","NVDA","ARTY","GOOG","DVIN","BK4588","TSLA","UXI","QTOC","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664824492","title":"土耳其通胀降温超预期，9月降息预期升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2664824492","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664824492?lang=zh_cn&edition=fundamental","pubTime":"2026-09-03 15:09","pubTimestamp":1788419364,"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":["MYCI","SPTM","FDAT","BFIX","ENAV","FISR","GDMA","BRSM","GSLC","IMCG","SHAG","MSSS","WINC","TBFC","FSIG","QQH","PJFM","SPTS","IVOG","DRKY","PEZ","ERH","GARP","TROT","VBCJ","DIVG","FDV","DVLU","IBTJ","FLRN","MANI","REGL","TAOZ","SMCO","BSR","BKMC","IWC","BELT","AFIX","RBUS","KOOL","SECT","NBTR","NSCS","PBL","IGIB","AUSF","YLDW","IMTB","LDUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664816855","title":"特朗普敦促新建炼油厂抑油价 资本开支谨慎引业内普遍持怀疑态度","url":"https://stock-news.laohu8.com/highlight/detail?id=2664816855","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664816855?lang=zh_cn&edition=fundamental","pubTime":"2026-09-02 19:11","pubTimestamp":1788347501,"startTime":"0","endTime":"0","summary":"受此提振，美国前六大炼油商今年第二季度燃料生产总收入达到247亿美元，几乎是去年同期的五倍。而为降低终端汽油与柴油零售价格，美国总统特朗普在日前会见石油公司高管时，强烈敦促炼油商新建炼油厂，并承诺放宽监管、加快审批流程以吸引投资。然而，面对这一政策倡议，石油行业及能源分析师普遍持怀疑态度。新建炼油厂不仅需投入数十亿美元，建设周期长达3至5年。","market":"other","thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305625","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":["PXE","UXI","PXJ","XLEX","FTXN","FRTY","WEEI","DIG","DVIN","DBO","OILU","USL","IEO","SPXT","VIS","PJFM","XES","MADE","TPOR","USOI","BK4585","DRIP","DRLL","XLIX","XLII","UAE","TRUI","DBE","PEJ","GUSH","WTIU","PSCI","ERX","DUG","UGA","BWET","BK4588","REGS","FIDU","BNO","IXC","IYJ","OILK","OIH","USE","SDOG","VDE","DBC","VOOV","OILT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664850527","title":"美联储“鹰”声不断！理事巴尔：若通胀降温不足应“果断加息” 市场押注9月紧缩概率升至66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664850527","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664850527?lang=zh_cn&edition=fundamental","pubTime":"2026-09-01 22:51","pubTimestamp":1788274310,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美联储理事巴尔周二表示，如果美国通胀未能进一步缓和，他准备支持加息。巴尔此前支持美联储7月会议维持利率不变的决定。巴尔发表上述讲话之际，市场本已明显提高对美联储9月加息的押注。根据CME FedWatch工具，截至发稿，市场预计美联储本月加息的概率约为66%。与此同时，外部环境也进一步增加了美联储控制通胀的复杂性。","market":"fut","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/1490669.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":["BAMA","ITDG","VCIT","HYG","RAUS","QTAC","BSV","IEF","MENV","DRKY","ELM","JSCP","AFIX","FDGR","BAMO","BAFE","IEI","PJFM","SHV","VCSH","OOQB","UBT","PLGI","AUSF","PRTO","SKRE","NUSA","PSCJ","PEZ","SHY","FTBI","HNDL","SFTY","VGLT","GDMA","KBE","NGHT","SDFI","SQS","KEAT","DIVG","OALC","DYLD","UUP","BTOT","SCHO","FEM","MSSS","GOVT","TLT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662087467","title":"美联储柯林斯：若通胀降温不及预期 可能支持加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2662087467","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662087467?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 02:42","pubTimestamp":1787856124,"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":["OALC","SPIB","APCB","FAZ","TLT","XBIL","IEI","ZTRE","BFIX","HTAB","MYCN","BELT","DFSD","BSV","PSCD","AOR","SQS","BCUS","EDOW","AUSF","LCO","LQDW","SPTS","TBIL","SHY","FDV","FISR","FDGR","VGLT","VGIT","BIL","TILT","BAFE","NGHT","IEF","TOAK","SJCP","DFGP","NEMD","JHAC","FSIG","DSCF","VCSH","EPS","GOLY","GOVT","PJFM","DYFI","TBT","SCSB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662754707","title":"嘉立创2026年半年报：业绩高增，资本开支加大，原材料波动、新基地产能利用率待观察","url":"https://stock-news.laohu8.com/highlight/detail?id=2662754707","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662754707?lang=zh_cn&edition=fundamental","pubTime":"2026-08-27 14:57","pubTimestamp":1787813856,"startTime":"0","endTime":"0","summary":"财报数据显示，报告期公司实现营业收入71.73亿元，同比增长54.13%；归母净利润10.30亿元，同比增长73.54%；扣非净利润9.92亿元，同比增长81.27%。同时，公司持续加大资本开支，上半年投入超8亿元用于珠海、韶关等基地建设，以缓解产能瓶颈并支撑新业务扩张。然而，公司也面临原材料价格波动、毛利率承压及信息系统安全等风险。随着产能持续释放及海外布局深化，后续需重点关注高附加值产品占比变化、海外业务增速以及新投产基地的产能利用率情况。","market":"hk","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/1787795617719484586","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["REGS","BK4588","FIDU","001232","DVIN","PJFM","FRTY","TRUI","BK0214","MADE","PSCI","XLII","UXI","XLIX","BK4585","IYJ","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662183729","title":"华创策略姚佩：牛市未央，守正出奇","url":"https://stock-news.laohu8.com/highlight/detail?id=2662183729","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662183729?lang=zh_cn&edition=fundamental","pubTime":"2026-08-27 08:03","pubTimestamp":1787788980,"startTime":"0","endTime":"0","summary":"Wind，华创证券1.2、联储9月加息预期降温，未来一年美元流动性或回暖若年内指数进一步上行，需取决于美元流动性的回暖。Wind，华创证券1.3、牛市或还在的三个因素①估值已显著回落。若9、10月份出现增量政策释放，我们","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/marketresearch/2026-08-27/doc-inipthpc5788168.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","AGIX","REGS","TRUI","PSCI","VTHR","MADE","FRTY","AIPO","VIS","BK4585","CHAT","QTOC","DVIN","XLIX","IYJ","FIDU","XLII","PJFM","ARTY","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662793326","title":"新天绿色能源2026年半年报：业务战略收缩调整，资本开支仍维持高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2662793326","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662793326?lang=zh_cn&edition=fundamental","pubTime":"2026-08-26 15:19","pubTimestamp":1787728764,"startTime":"0","endTime":"0","summary":"蓝鲸新闻8月26日讯，8月25日，新天绿色能源 披露2026年半年度报告，年初至报告期末实现营业收入92.17亿元人民币，同比下降15.47%；归属于上市公司股东的净利润为12.81亿元人民币，同比下降9.28%。报告期内，集团天然气输/售气量为22.52亿立方米，同比减少19.96%，主要系采暖季气温偏高导致下游工业需求疲软，其中LNG售气量降幅达41.94%。管理层指出，报告期内财务费用同比下降8.60%至4.92亿元，主要得益于贷款利率下调及高息存量贷款置换。","market":"hk","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/1787707364357077493","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1594","MADE","BK1166","IYJ","UXI","BK4585","DVIN","TRUI","BK4588","FIDU","REGS","BK1583","VIS","BK1558","00956","PJFM","XLIX","FRTY","BK1503","PSCI","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662798522","title":"联得装备2026年半年报：下游资本开支放缓，营收利润双双下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2662798522","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662798522?lang=zh_cn&edition=fundamental","pubTime":"2026-08-26 14:45","pubTimestamp":1787726709,"startTime":"0","endTime":"0","summary":"蓝鲸新闻8月26日讯，8月25日，联得装备 公布2026年中报，公司依托新型半导体显示、半导体封测及新能源设备三大业务板块，受制于下游客户产线建设放缓及行业竞争加剧，报告期业绩呈现营收与利润双降态势；同时，经营活动现金流由正转负，营运资金压力显现。财报数据显示，报告期公司实现营业收入5.86亿元，同比下降7.98%；归母净利润0.53亿元，同比下降28.04%；扣非净利润0.51亿元，同比下降29.81%。","market":"hk","thumbnail":"","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.lanjinger.com/d/1787707412161676694","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["VIS","DVIN","XLII","XLIX","UXI","PJFM","PSCI","FRTY","300545","TRUI","IYJ","FIDU","MADE","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662632207","title":"“AI存储税”！Trendforce称：2027年，存储将占主要云厂资本开支的68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662632207","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662632207?lang=zh_cn&edition=fundamental","pubTime":"2026-08-26 08:39","pubTimestamp":1787704756,"startTime":"0","endTime":"0","summary":"TrendForce最新报告显示，受存储合同价格大幅上涨驱动，DRAM与NAND Flash在主要云服务商资本开支中的占比将从2026年的47%跃升至2027年的68%。服务器DRAM价格2026年预计累计涨幅约270%，HBM 2027年仍可能再涨70%至140%。","market":"nz","thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780302","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":["IYJ","FRTY","AGIX","QTOC","MADE","ARTY","FIDU","CHAT","DVIN","UXI","BK4588","AIPO","TRUI","PSCI","REGS","VIS","VTHR","XLII","BK4585","PJFM","XLIX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2662320066","title":"东兴证券：海上油气开发资本开支有望增长，重点关注具备高成长的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2662320066","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662320066?lang=zh_cn&edition=fundamental","pubTime":"2026-08-25 09:55","pubTimestamp":1787622900,"startTime":"0","endTime":"0","summary":"国内，该行重点推荐其上游油气公司有望增加资本开支，具备高成长的受益标的，海油发展公司同样有望受益。《报告》预计，2026年，全球海洋油气勘探开发投资将同比增长3%以上，占全球油气勘探开发总投资的36%左右。海上油气公司上游资本开支增长，油服工程公司的业务量将进一步增加，业绩成长确定性高。","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":"http://www.zhitongcaijing.com/content/detail/1484802.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["PSCI","IYJ","PJFM","DVIN","BK0028","FIDU","TRUI","BK0012","UXI","XLII","XLIX","BK0276","601198","BK0009","BK0183","BK4588","BK4585","FRTY","MADE","VIS","REGS","PBOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662071062","title":"【券商聚焦】中国银河：云巨头资本开支持续加码 光模块需求长期高景气","url":"https://stock-news.laohu8.com/highlight/detail?id=2662071062","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662071062?lang=zh_cn&edition=fundamental","pubTime":"2026-08-25 09:19","pubTimestamp":1787620762,"startTime":"0","endTime":"0","summary":"金吾财经 | 中国银河证券表示，云巨头资本开支持续加码，算力基建需求具备长期刚性支撑，光模块厂商订单饱满，结构优化：光通信的高成长性并非短期脉冲，而是建立在海外云巨头持续且加码的资本开支之上，行业供需紧平衡格局有望延续。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989213","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":["XLII","FIDU","06881","BK1564","KCE","AAOX","BK4588","AAOG","XLIX","FRTY","PSCI","MADE","PJFM","UXI","IYJ","601881","BK4585","AAOZ","VIS","BK1147","DVIN","REGS","BK0188","LUMA","TRUI","LYTE","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661024722","title":"港股异动 | 中际旭创(03308)绩后跌超11% 二季度纯利环比增长38% 资本开支高增或延续至明年","url":"https://stock-news.laohu8.com/highlight/detail?id=2661024722","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661024722?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 11:19","pubTimestamp":1787541590,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中际旭创AH绩后齐跌，截至发稿，A股跌超7%，H股跌11.05%，报1014港元，成交额8.31亿港元。消息面上，中际旭创发布业绩，上半年实现营业收入417.78亿元，同比增长182.49%；归属于上市公司股东净利润136.51亿元，同比增长241.7%。据悉，今年第一季度，公司净利润57.35亿元，据此计算，第二季度净利润79.16亿元，环比增长38%。","market":"fut","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/1484025.html","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":"stock_zhitongcaijing","symbols":["LU0164939612.USD","LU0708995583.HKD","BK1149","LU2495084118.USD","LU0348825331.USD","LU0417516738.SGD","LU2213484517.USD","LU2778985437.USD","LU2148510915.USD","LU2399975544.HKD","LU0417516902.SGD","IYJ","LU1023057109.AUD","LU0082770016.SGD","LU1997245094.SGD","LU2008162690.USD","PJFM","LU1961090484.USD","UXI","HK0000306701.USD","BK4585","IE0032431581.USD","FRTY","XLIX","VIS","KCAI","TRUI","LU0456827905.SGD","LU0359202008.SGD","LU2476274308.USD","BK0167","03308","MADE","FIDU","PSCI","91530","XLII","LU1820825898.SGD","REGS","DVIN","LU1934453819.USD","300308","LU1997244956.HKD","LU1997245177.USD","IE0034224299.USD","LU0051755006.USD","LU2177674079.SGD","SG9999011746.SGD","LU1979443071.USD","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661417272","title":"万亿市值中际旭创深夜再公告：明年订单需求相较今年仍保持快速增长 预计到明年资本开支都较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2661417272","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661417272?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 08:45","pubTimestamp":1787532300,"startTime":"0","endTime":"0","summary":"光模块龙头中际旭创（300308）再度深夜发布公告称，目前主要客户已给出2027年的指引和订单，2027年1.6T和800G的订单需求相较2026年仍保持快速增长。8月23日深夜，中际旭创发布投资者关系活动记录表显示，其在8月23日20时至21时召开了电话会议，副总裁、财务总监王晓丽和副总裁、董事会秘书王军出席了会议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608243850485929.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/202608243850485929.html","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":"stock_eastmoney","symbols":["LU0210526637.USD","LU0417516738.SGD","LU0417516902.SGD","300308","PJFM","PSCI","LU2148510915.USD","BK1249","REGS","03308","LU2580892862.HKD","91530","LU1979443071.USD","BK1149","LU2289578879.USD","TRUI","HK0000320223.HKD","SG9999011746.SGD","MADE","XLII","BK4585","LU1064131003.USD","XLIX","DVIN","LU2580892789.USD","IE0032431581.USD","LU1719994722.HKD","LU1255011170.USD","LU1808992512.USD","LU0231483743.USD","UXI","LU0051755006.USD","LU2476274308.USD","LU1770034418.SGD","LU1934453819.USD","VIS","LU0359201612.USD","SGXZ49509284.SGD","FIDU","BK0167","LU0561508036.HKD","LU0082770016.SGD","LU0359201885.HKD","LU1580142542.USD","FRTY","IYJ","BK0070","LU1997244956.HKD","LU0348827113.USD","BK1122"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661241637","title":"中际旭创回应二季度资本开支增长原因：多处厂房在扩建","url":"https://stock-news.laohu8.com/highlight/detail?id=2661241637","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661241637?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 08:13","pubTimestamp":1787530426,"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":["REGS","MADE","PSCI","XLII","DVIN","TRUI","BK4585","BK4588","PJFM","UXI","FIDU","FRTY","IYJ","VIS","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661626132","title":"摩根士丹利：全球云资本开支2027年或增长38% AI基础设施投资持续升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2661626132","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661626132?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 17:56","pubTimestamp":1787306200,"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":["LU0912757837.SGD","LU1732800096.USD","LU1074936037.SGD","PJFM","DVIN","LU0210528500.USD","LU0234570918.USD","LU0106831901.USD","MADE","LU2089283258.USD","IYJ","LU0390134368.USD","KBWB","LU1720051108.HKD","TRUI","LU0795875086.SGD","VIS","FCLD","IAI","BK4516","LU2347655156.SGD","LU0320765646.SGD","XLII","AIPO","FRTY","IE00BKVL7J92.USD","BK4127","BK4534","LU1548497426.USD","LU2357305700.SGD","LU2133065610.SGD","PSCI","XLIX","MS","LU1244550494.USD","LU0267386448.USD","UXI","LU1989772923.USD","LU1988902786.USD","LU1791710400.SGD","IE00B3S45H60.SGD","LU0314104364.USD","LU0971096721.USD","FIDU","LU0795875169.SGD","LU2111349929.HKD","REGS","LU1162221912.USD","LU0882574139.USD","LU1363072403.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661250563","title":"HTX Research 最新研报解读美股 AI 资产：技术仍处早期，资本开支与估值已进入周期后段","url":"https://stock-news.laohu8.com/highlight/detail?id=2661250563","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661250563?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 14:42","pubTimestamp":1787294579,"startTime":"0","endTime":"0","summary":" HTX Research 最新研报解读美股 AI 资产 ","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://www.chaincatcher.com/article/2284380","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":["VIS","CHAT","AIPO","VTHR","REGS","UXI","TRUI","AGIX","FRTY","ARTY","BK4585","QTOC","PJFM","BK4588","IYJ","XLII","DVIN","XLIX","MADE","PSCI","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661562231","title":"三大运营商上半年通信业务承压 资本开支向算力倾斜","url":"https://stock-news.laohu8.com/highlight/detail?id=2661562231","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661562231?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 02:20","pubTimestamp":1787250015,"startTime":"0","endTime":"0","summary":"8月20日，随着中国电信公布2026年中期业绩，中国移动、中国电信、中国联通三大运营商2026年“半年报”悉数出炉。整体来看，三大运营商传统通信业务承压，但同时算力网络、智算中心、云服务等新业务增速亮眼，资本开支结构正向算力基础设施倾斜。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213848247283.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/202608213848247283.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":["FRTY","FIDU","REGS","DVIN","IYJ","TRUI","XLIX","MADE","PJFM","VIS","XLII","BK4588","PSCI","BK4585","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661236935","title":"三大运营商谋篇“词元经济”","url":"https://stock-news.laohu8.com/highlight/detail?id=2661236935","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661236935?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 00:05","pubTimestamp":1787241900,"startTime":"0","endTime":"0","summary":"8月20日盘后，中国电信股份有限公司（以下简称“中国电信”）发布2026年半年度报告。此前，中国移动有限公司（以下简称“中国移动”）、中国联合网络通信股份有限公司（以下简称“中国联通”）已相继披露了半年报。整体来看，受增值税政策调整、传统通信业务增速放缓等多重因素影响，三家运营商净利润均出现不同程度的下滑，而“词元经济”成为三家企业上半年布局共同的“新锚点”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213848237980.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/202608213848237980.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":["BK4585","VIS","LU1634259557.SGD","00941","HK0000352291.HKD","LU1152091168.USD","HK0000288743.USD","HK0000288784.HKD","BK1589","LU0880133367.SGD","XLII","HK0000252160.HKD","00728","BK4588","HK0000252152.HKD","LU1522347837.USD","LU1064131003.USD","LU1497734951.SGD","HK0000500386.USD","REGS","LU1064130708.USD","LU0164865239.USD","SG9999002463.SGD","LU0039217434.USD","LU1226287875.USD","FRTY","00762","IYJ","LU0149721374.USD","LU0531971595.HKD","80883","LU0871576103.HKD","HK0000352382.USD","BK1536","LU1226288253.USD","MADE","FIDU","LU1960683339.HKD","PSCI","LU1951186391.HKD","XLIX","TRUI","UXI","BK1610","DVIN","LU1807302812.USD","BK1152","LU1481107354.HKD","PJFM","LU1634259391.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660289704","title":"AI 投资热潮：史上规模最大的资本开支拉动 GDP 增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2660289704","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660289704?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 19:45","pubTimestamp":1787226311,"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":["AGIX","PJFM","DVIN","MADE","CHAT","IYJ","TRUI","VIS","QTOC","XLII","AIPO","FRTY","VTHR","PSCI","XLIX","UXI","ARTY","BK4588","BK4585","FIDU","REGS"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":3,"totalSize":178,"code":"91000000","status":"200"}]}}