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

阿里AI云暴涨45%，资本开支激增75%豪赌未来

凤凰网港股

阿里Q2营收同比增9%略超预期，AI基础设施投入推高资本开支，自由现金流净流出扩大至447亿元｜财报见闻

华尔街见闻

中银国际：国内CSP资本开支加速+大模型涨价国产算力景气再获验证

ZFX山海证券:页岩企业收紧资本开支

AI暗雷！美科技巨头表外负债膨胀至3万亿美元，约为年资本开支的5倍

华尔街见闻

a16z 拆解 AI 算力：收入翻倍、股价承压、资本开支惊人

高盛警示：退税红利消退，美国消费支出或将降温

环球市场播报

华西证券：海外云厂商持续提升Capex指引市场重点关注资本开支节奏与回报路径

日本Q2 GDP年化增速1.1%，大幅低于预期2%，中东冲突拖累资本开支

华尔街见闻

基金经理复盘腾讯财报：短期资本开支承压，AI布局蓄力长期价值

企业深化产业布局算力网有望拉动4万亿元投资

经济参考报

美国抵押贷款利率六周来首降劳动力市场和通胀降温

美国抵押贷款利率六周来首降劳动力市场和通胀降温

环球市场播报

中国移动上半年资本开支610亿元算力投入大幅加码、通信网投入收缩

GTC泽汇资本:通胀降温推动黄金试高

港股异动 | 腾讯控股(00700)绩后低开逾3% AI加码推升推升资本开支单季自由现金流转负

港股公告掘金 | 腾讯控股Q2经调整净利同比增长9%至684.15亿元资本开支暴增至527.8亿元自由现金流转负

鸿海二季度净利增长35%创新高：继续加码资本开支无股权融资计划

在腾讯2026Q2财报业绩电话会上，腾讯总裁刘炽平回应了二季度公司资本开支增加的问题。他表示，腾讯的确正在算力上进行大规

【券商聚焦】华泰证券维持港灯-SS（02638）“买入”评级指高资本开支有望增厚净利

{"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=4"},"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 15:30:36 EDT","open":65.3626,"high":65.3626,"low":65.3626,"amount":195.81,"amplitude":0,"askPrice":65.35,"askSize":500,"bidPrice":65.24,"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":0.007673},"@#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":0.007673,"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:4,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2660289767","title":"阿里AI云暴涨45%，资本开支激增75%豪赌未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2660289767","media":"凤凰网港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660289767?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 19:32","pubTimestamp":1787225571,"startTime":"0","endTime":"0","summary":"本季度，阿里巴巴AI云与计算服务收入同比暴涨45%，达到484.4亿元。路透社指出，为了接住这波AI需求，阿里巴巴的资本支出在本季度同比激增75%，达到676.8亿元。676亿砸下去，市场还在等一个答案45%的AI云增速足够惊艳，但75%的资本支出增速同样令人心惊。当竞争对手同样在算力战场上疯狂烧钱，当企业客户对AI服务的付费意愿仍在培育期，阿里巴巴这676亿元的季度资本开支，既是对未来的信心投票，也是一场不容有失的豪赌。","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://finance.ifeng.com/c/8vkQRe3QBYz","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":null,"symbols":["LU1688375341.USD","DRAG","BABX","UXI","AGIX","LU0545039389.USD","FRTY","BK4505","DVIN","LU1105468828.SGD","BK4554","KBAB","BABA","LU0553294199.USD","PJFM","LU0661504455.SGD","VIS","ALBmain","09988","MADE","BK4585","LU1152091168.USD","XLIX","BK4526","XLII","BABW","CHAT","AIPO","LU0880133367.SGD","CLIX","TRUI","BABO","BBYY","BK4587","ARTY","PSCI","LU2226246903.HKD","QTOC","BABU","LU0651947912.USD","BK4220","BK4588","REGS","FIDU","LU0501845795.SGD","IYJ","LU1051769294.HKD","VTHR","LU1267930227.SGD","ONLN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660228393","title":"阿里Q2营收同比增9%略超预期，AI基础设施投入推高资本开支，自由现金流净流出扩大至447亿元｜财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2660228393","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660228393?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 17:45","pubTimestamp":1787219124,"startTime":"0","endTime":"0","summary":"2027财年Q1（2026自然年Q2），阿里收入同比增长9%至2689.5亿元，但利润因AI投入和一次性费用大幅承压。阿里云外部商业化收入增长45%，AI相关收入连续12个季度三位数增长，盈利能力同步改善。即时零售成为电商增速引擎，但传统电商承压。单季资本开支高达676.78亿元，自由现金流明显转负，公司正以短期利润换取AI长期竞争力。","market":"other","thumbnail":null,"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://wallstreetcn.com/articles/3779898","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":null,"symbols":["ABOT","SCOW","VFLO","IYJ","REGS","FCLD","FRTY","FIDU","ABLS","COWZ","UXI","LGCF","TRUI","BABA","MADE","DVIN","LCOW","COWG","SYLD","ALBmain","LYLD","XLIX","SHRY","XLII","PSCI","CAFG","TPFC","ABFL","DSMC","PJFM","QFHD","SFLO","MCOW","SPDV","QQWZ","QFRD","VIS","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660445599","title":"中银国际：国内CSP资本开支加速+大模型涨价 国产算力景气再获验证","url":"https://stock-news.laohu8.com/highlight/detail?id=2660445599","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660445599?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 16:30","pubTimestamp":1787128229,"startTime":"0","endTime":"0","summary":"中银国际主要观点如下：国产CSP资本开支扩张趋势确立2026H1腾讯资本开支达到847.20亿元，同比大增82%，其中算力采购规模提升是腾讯资本开支的主要投向之一。腾讯作为国内CSP厂商中AI资本开支相对较小的企业，其资本开支规模的扩大进一步强化了国产CSP的扩张趋势，该行预计阿里、字节等CSP厂商今年或将进一步扩大资本开支规模。","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":"http://www.zhitongcaijing.com/content/detail/1481917.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":["XLII","PSCI","TRUI","MADE","BK4588","XLIX","WISE","FRTY","BK4585","EPAI","UXI","IYJ","FIDU","GPTZ","VIS","DVIN","PJFM","LRNZ","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660255461","title":"ZFX山海证券:页岩企业收紧资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2660255461","media":"市场资讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660255461?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 19:07","pubTimestamp":1787051220,"startTime":"0","endTime":"0","summary":"8月18日，高油价没有带来同步扩张。部分页岩油企业即使面对较高油价仍削减资本开支，扩产态度保持谨慎。首轮报价调整后，ZFX山海证券表示，消息先改变短期预期，趋势是否成立还要等待连续交易反馈。在ZFX山海证券看来，报价、成交与持仓若没有同步改善，就不宜从一次变化推演长期方向。下一阶段将检验新增信息的持续性。ZFX山海证券预计，回调承接、成交扩散和相关指标若能相互印证，现有线索才可能延伸，否则仍应中性跟踪。","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/money/future/roll/2026-08-18/doc-ininttrp7401943.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["FIDU","BK4588","BK4585","REGS","TRUI","UXI","161027","FRTY","IYJ","MADE","PJFM","VIS","XLII","XLIX","PSCI","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660452534","title":"AI暗雷！美科技巨头表外负债膨胀至3万亿美元，约为年资本开支的5倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2660452534","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660452534?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 14:15","pubTimestamp":1787033741,"startTime":"0","endTime":"0","summary":"其核心构成为1.2万亿“未开始租约”与1.9万亿“采购承诺”，均可合法绕开资产负债表。这一数字约为美科技巨头过去一年合计资本支出6000亿美元的5倍。这笔天价账单绝大多数不可撤销且远超当前资本支出，一旦AI营收不及预期，这颗隐性“暗雷”将重创巨头财务状况。","market":"nz","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779679","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":["VIS","ARTY","UXI","XLIX","VTHR","QTOC","MSFT","PJFM","MADE","AIPO","NVDA","AAPL","TRUI","FIDU","META","FRTY","IYJ","XMAG","REGS","GOOG","DVIN","BK4585","PSCI","XLII","TSLA","BK4588","AGIX","CHAT"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2660459118","title":"a16z 拆解 AI 算力：收入翻倍、股价承压、资本开支惊人","url":"https://stock-news.laohu8.com/highlight/detail?id=2660459118","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660459118?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 11:26","pubTimestamp":1787023561,"startTime":"0","endTime":"0","summary":" a16z：新云公司收入增速超 AWS 起步阶段，但资本开支更惊人，AI 基础设施已证明增长能力，下一阶段胜负取决于能否把增长转化为可持续的现金流和回报。 ","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/2283445","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":["DVIN","FIDU","AIPO","ARTY","PJFM","REGS","BK4588","FRTY","CHAT","MADE","QTOC","TRUI","AGIX","XLII","VTHR","IYJ","XLIX","BK4585","PSCI","VIS","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660435385","title":"高盛警示：退税红利消退，美国消费支出或将降温","url":"https://stock-news.laohu8.com/highlight/detail?id=2660435385","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660435385?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 22:28","pubTimestamp":1786976880,"startTime":"0","endTime":"0","summary":"尽管汽油与食品价格居高不下，美国消费者今年展现出极强的韧性。但高盛经济学家警告，这份韧性很快将迎来考验。高盛经济学家扬哈祖斯在最新研报中指出：面向消费者的企业二季度销售保持稳健增长。商品与服务消费双双拉动家庭开支，处方药、机动车、餐饮服务表现尤为突出。其中沃尔玛最为关键，市场重点关注其三季度业绩展望。","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://finance.sina.com.cn/stock/usstock/c/2026-08-17/doc-ininruym7757849.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":["BUL","APUE","CZA","VTHR","XOEF","FFF","KOCT","IWV","ITOT","VFLO","EXEQ","BRIF","VO","VUSE","PJFM","AVLC","QVMM","SPTM","AMZZ","DON","FDGR","IJH","FEMD","MGMT","AFGR","TMFM","SPXE","MID","ARWG","RXI","AMID","NYSX","TPLC","FEX","EGLE","CVSE","PP","AVMC","GSLC","SMIZ","RAUS","XSHQ","PCSG","GRPM","OEF","BRES","SRHQ","FRTY","LGCF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660100787","title":"华西证券：海外云厂商持续提升Capex指引 市场重点关注资本开支节奏与回报路径","url":"https://stock-news.laohu8.com/highlight/detail?id=2660100787","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660100787?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 15:16","pubTimestamp":1786950961,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华西证券发布研报称，国产算力与数据中心正处于“需求牵引+供给释放+技术追赶”的三重共振期。短期看头部方案商用进度与大厂/运营商订单落地，中长期看“AI基建为主、光网络升级为辅”的成长主线确定性高。同时智算中心由“通用IDC”升级为“高功率密度+液冷+绿电+模块化”的新基建形态。风险提示先进制程与HBM产能仍受限;存货与交付节奏匹配问题;电力供应与能耗约束;部分高估值标的波动加大;系统性风险。","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/1480678.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":["FRTY","FIDU","REGS","DVIN","IYJ","BK0276","TRUI","MADE","XLIX","002926","PJFM","VIS","XLII","BK4588","PSCI","BK4585","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660710167","title":"日本Q2 GDP年化增速1.1%，大幅低于预期2%，中东冲突拖累资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2660710167","media":"华尔街见闻","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660710167?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 10:52","pubTimestamp":1786935151,"startTime":"0","endTime":"0","summary":"日本二季度GDP年化增速仅1.1%，远逊预期2%，资本开支意外环比下滑1.2%，私人消费原地踏步，内需全面哑火，美伊冲突引发的能源涨价与供应链中断成最大拖累。出口独撑局面，但在一定程度上得益于日元偏弱，经济降速令日本央行加息路径愈发两难。","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":"https://wallstreetcn.com/articles/3779570","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["XLII","DVIN","MADE","UXI","XLIX","IYJ","VIS","FRTY","REGS","TRUI","FIDU","BK4585","PJFM","BK4588","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659118131","title":"基金经理复盘腾讯财报：短期资本开支承压，AI布局蓄力长期价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2659118131","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659118131?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 13:52","pubTimestamp":1786686720,"startTime":"0","endTime":"0","summary":"丰晨成指出，二季度腾讯收入和利润增速符合市场一致预期。主业方面体现出经营韧性，公司单独披露的剔除AI投入后的二季度经调整净利润同比增长19%，优于一季度增速17%。这也为腾讯AI基础设施投资提供盈利和下行保护。AI资本开支加速可能导致2026年下半年和2027年的市场每股收益预测进一步下调。“all in AI”蓄力长期价值混元3模型的发布使腾讯重回大模型的牌桌，并获得正面用户反馈，预计更大参数的混元4模型发布有望加速。","market":"sh","thumbnail":null,"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://finance.sina.com.cn/money/fund/etf/2026-08-14/doc-ininhhrn4167619.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":["AIPO","EDZ","TRUI","PSCI","XLIX","FIDU","CHAT","MADE","TCHmain","XLII","UXI","00700","DVIN","QTOC","IEMG","VIS","REGS","FRTY","IYJ","PJFM","VTHR","ARTY","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659816421","title":"企业深化产业布局 算力网有望拉动4万亿元投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2659816421","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659816421?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 03:51","pubTimestamp":1786650718,"startTime":"0","endTime":"0","summary":"眼下在算力领域，不少企业正在谋划一批投资数十亿元乃至上百亿元的大项目。此外，从近日上市公司披露的财报看，包括中国移动、联想集团、腾讯在内的多家企业算力投资、采购金额持续增长。据有关机构测算，“十五五”时期算力网建设将新增直接投资4万亿元。近日，在河南郑州，国家超算互联网核心节点正式上线运行。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608143840852064.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/202608143840852064.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":["QTOC","WPAI","PSCI","DVIN","FRTY","AIFD","BK4585","BK4588","AGIX","UXI","ARTY","AIBU","REGS","MADE","FIDU","VIS","PJFM","TRUI","EPAI","CHAT","PBOT","XLIX","XLII","IYJ","WISE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659166280","title":"美国抵押贷款利率六周来首降 劳动力市场和通胀降温","url":"https://stock-news.laohu8.com/highlight/detail?id=2659166280","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659166280?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 00:26","pubTimestamp":1786638415,"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":["RBUS","SPIB","DFCF","BLUX","GDMA","AUSF","JHAC","FISR","NUMV","DYNB","DYFI","VBCJ","HSMV","HTAB","QQH","SAMM","SQS","ERNZ","TOAO","GCIG","BELT","PRTO","LQDW","FTCE","GIGB","BKIV","EDOW","JFLX","DWUS","PMBS","DYLD","PJFM","IMCG","TAOZ","TILT","MYCI","DVLU","GSLC","BKMC","DDX","GXIG","SCSB","DFTT","FDAT","KNGZ","SCEC","TBFC","JSCP","KORP","BAFE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659016644","title":"美国抵押贷款利率六周来首降 劳动力市场和通胀降温","url":"https://stock-news.laohu8.com/highlight/detail?id=2659016644","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659016644?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 00:19","pubTimestamp":1786637944,"startTime":"0","endTime":"0","summary":"美国抵押贷款利率六周来首次小幅回落，此前最新数据显示，劳动力市场在降温，且伊朗战争对上月通胀的影响可能较为有限。　　房地美周四在声明中表示，30年期固定利率抵押贷款的平均利率从前一周的6.69%降至6.67%，结束连续五周上涨。　　“由于中东冲突导致通胀居高不下，而美联储又专注于降通胀，抵押贷款利率几乎没有下行压力，”Realtor.com高级经济学家Joel Berner在报告中表示。“未来几个月，当前的抵押贷款利率水平可能会成为常态。”","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/world/2026-08-14/doc-inineywa4515604.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_us","symbols":["PSCD","LKOR","IMCG","BSCY","DFSD","IVE","SNUG","DWAT","BCUS","DYNB","BTOT","KORP","EDOW","AFIX","DYFI","JHAC","FSIG","DVAL","SFTY","DFGP","APCB","DVLU","BAMB","KOOL","GRNI","AUSF","PJFM","SCSB","STXT","IGIB","BVAL","DSCF","NVBT","DYLD","BRES","MTGP","SPTS","BKIV","BAMA","KNGZ","SPIB","TABD","ERNZ","TOAO","DDX","SCEC","GARP","FTCE","QQH","GDMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659552901","title":"中国移动上半年资本开支610亿元 算力投入大幅加码、通信网投入收缩","url":"https://stock-news.laohu8.com/highlight/detail?id=2659552901","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659552901?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 18:58","pubTimestamp":1786618718,"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":["IYJ","REGS","FRTY","BK4585","MADE","TRUI","BK4588","UXI","XLII","FIDU","CHL","VIS","XLIX","PSCI","DVIN","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659539811","title":"GTC泽汇资本:通胀降温推动黄金试高","url":"https://stock-news.laohu8.com/highlight/detail?id=2659539811","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659539811?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 18:17","pubTimestamp":1786616220,"startTime":"0","endTime":"0","summary":"不同期限的参与者会采用不同安排，GTC泽汇资本认为，只有现货、持仓和相关市场形成呼应，当前逻辑才可能延续；若信号背离，价格仍会回到原区间消化。市场完成第一轮反应后，GTC泽汇资本预计，应跟踪随后数日的反馈：资金是否留下、波动是否收敛、关键位置能否反复获得承接。","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/money/future/roll/2026-08-13/doc-inineiyk4721897.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":["ROMO","WINC","TVAL","GCIG","IVE","NBTR","JFLX","GLTR","TABD","UYM","DSCF","MGCmain","SHNY","FDV","JSCP","DFAC","SJCP","BAMB","EPS","DZZ","DFUS","BKIV","DRKY","JNUG","DDX","PSCJ","IAUM","DFCF","BAMA","FCBD","DVLU","SCEC","FAAR","PIFI","MSSS","DUST","ARCM","GDXY","GDX","OALC","TOAO","HTAB","IAU","ELM","DYLD","PJFM","GSLC","DFUV","GRNI","PBL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659184434","title":"港股异动 | 腾讯控股(00700)绩后低开逾3% AI加码推升推升资本开支 单季自由现金流转负","url":"https://stock-news.laohu8.com/highlight/detail?id=2659184434","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659184434?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 09:24","pubTimestamp":1786584258,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，腾讯控股绩后低开逾3%，截至发稿，跌3.29%，报446.4港元，成交额6.97亿港元。消息面上，8月12日，腾讯控股发布2026年第二季度财报。第二季度，腾讯营收2047.85亿元，同比增长11%，环比增长4%；净利润同比增长0.7%至560亿元，低于市场预期；Non-IFRS经营利润756.36亿元，同比增长9%，环比持平。腾讯二季度资本开支达528亿元，环比一季度 319亿增加了65%；自由现金流转负至-138亿元，这也是2005年以来，腾讯首次出现自由现金流为负。","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/1479278.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":["ABOT","KWEB","SCOW","XSOE","VFLO","IYJ","REGS","VTHR","00700","TCHI","BKF","FRTY","FIDU","ABLS","COWZ","UXI","CHAT","LGCF","TRUI","QTOC","LCOW","DVIN","MADE","COWG","SOCL","SFLO","SYLD","LYLD","TCHmain","ARTY","XLIX","SHRY","XLII","PSCI","KCAI","AGIX","CAFG","VXUS","TPFC","ABFL","BIDD","DSMC","PJFM","QFHD","MCOW","SPDV","QQWZ","QFRD","VIS","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659818177","title":"港股公告掘金 | 腾讯控股Q2经调整净利同比增长9%至684.15亿元 资本开支暴增至527.8亿元 自由现金流转负","url":"https://stock-news.laohu8.com/highlight/detail?id=2659818177","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659818177?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 08:58","pubTimestamp":1786582727,"startTime":"0","endTime":"0","summary":"【财报数据】腾讯控股(00700)发布第二季度业绩，经调整股东应占盈利为684.15亿元 同比增长9%长江基建集团(01038)发布中期业绩 股东应占溢利212.52亿港元 同比增长388.78%电能实业(00006)发布中期业绩，股东应占溢利147.04亿港元 同比增加383.37%银河娱乐(00027)公布中期业绩 股东应占溢利为 53 亿港元 按年上升 1%布鲁可(00325)发布2026年","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/1479270.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":["MADE","BIDD","03750","SYLD","ABOT","SFLO","XLII","BKF","IYJ","LCOW","UXI","CAFG","FIDU","KWEB","VFLO","00700","AAXJ","TCHI","SCOW","XLIX","MCOW","01384","DSMC","FRTY","QQWZ","PSCI","PJFM","SOCL","TRUI","QFRD","XSOE","SHRY","00027","VIS","ABLS","SPDV","QFHD","KCAI","VXUS","ABFL","LYLD","COWG","LGCF","FDNI","REGS","COWZ","TPFC","DVIN","00006","TCHmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658905278","title":"鸿海二季度净利增长35%创新高：继续加码资本开支 无股权融资计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2658905278","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658905278?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 22:39","pubTimestamp":1786545540,"startTime":"0","endTime":"0","summary":"鸿海集团预判明年下游客户对AI产能扩张需求依旧旺盛，将持续加码资本开支。8月12日，富士康母公司鸿海精密工业股份有限公司（鸿海精密，2317.TW）发布第二季度财报，鸿海二季度营收2.53万亿元新台币，同比增长41%；归母净利润为600亿元新台币、同比增长35％；营业利润948亿元新台币，同比增长68％，以上指标均创下历年同期新高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123839494132.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/202608123839494132.html","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":"stock_eastmoney","symbols":["FIDU","PJFM","UXI","PSCI","REGS","XLIX","DVIN","FRTY","IYJ","XLII","MADE","TRUI","BK4585","VIS","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658970259","title":"在腾讯2026Q2财报业绩电话会上，腾讯总裁刘炽平回应了二季度公司资本开支增加的问题。他表示，腾讯的确正在算力上进行大规","url":"https://stock-news.laohu8.com/highlight/detail?id=2658970259","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658970259?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 21:07","pubTimestamp":1786540020,"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":["EDZ","FRTY","MADE","BK4550","IEMG","BK4585","PJFM","DVIN","IYJ","TRUI","VIS","XLII","REGS","PSCI","XLIX","BK4504","BK4581","BK4588","UXI","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658214389","title":"【券商聚焦】华泰证券维持港灯-SS（02638）“买入”评级 指高资本开支有望增厚净利","url":"https://stock-news.laohu8.com/highlight/detail?id=2658214389","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658214389?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 14:40","pubTimestamp":1786516816,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发布研报指，港灯-SS 公布1H26业绩，实现营收59.39亿港元，同比增长6.7%，归母净利10.03亿港元，同比基本持平。1H26资本开支同比增加12%至16.67亿港元。基于管制计划协议约定电力业务准许利润占固定资产净额的8%，报告重申看好较高资本开支下，随资本投入转固，公司归母净利有望增厚。盈利预测与估值方面，华泰证券基本维持盈利预测，预计公司2026-2028年归母净利润分别为32/33/34亿港元，同比增长2%/3%/3%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988014","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":null,"symbols":["XLIX","FIDU","TRUI","XLII","KCE","MADE","02638","UXI","IYJ","VIS","DVIN","FRTY","REGS","PSCI","PJFM"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":4,"totalSize":178,"code":"91000000","status":"200"}]}}