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2倍做空SMCI ETF-Defiance

4.71

+0.434110.14%

成交量：96.88万

成交额：455.63万

市值：1.46万

市盈率：- -

高：4.82

开：4.48

低：4.48

收：4.28

52周最高：133.40

52周最低：3.66

股本：3,106

流通股本：3,106

量比：0.50

换手率：31192.31%

股息：2.36

股息率：50.11%

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

超微半导体：Helion Agentic机架配置计划于2026年11月上市。

韩国央行行长就单一个股杠杆ETF风险警示不足致歉

韩国央行行长就单一个股杠杆ETF风险警示不足致歉

Super Micro承包商承认将英伟达AI服务器非法转运中国

相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%

华尔街见闻

超微电脑任命Shesha Krishnapura为独立董事，Judy Lin宣告退休

机构测算2030服务器CPU市场2090亿美元

瑞穗：AI智能体将引爆服务器CPU需求，上调AMD、英特尔等目标价

AI智能体引爆CPU需求！瑞穗预计2030年市场规模达2090亿美元上调AMD(AMD.US)、英特尔(INTC.US)等目标价

航天长峰：公司目前在液冷服务器领域暂无合作和应用

Axe Compute第二季度财报电话会议后获超1.84亿美元客户预付款，新签AI基础设施合同逾2.66亿美元

Netlist再度向ITC提起申诉指控美光科技及超微电脑、慧与科技、联想集团

Supermicro正式启动NVIDIA Vera Rubin NVL72机柜供应

期权大单 | 微软近400万美元资金买入远期实值CALL；Meta大资金博弈更激进，近300万美元扫入900美元CALL

老虎资讯综合

一周美股牛榜 | Moderna单周暴涨29%，癌症疫苗迎关键数据；Meta、AMD、英特尔齐升逾12%，AI主线持续升温

老虎资讯综合

Verda 完成 1.89 亿美元融资，Emergence Capital 领投

Super Micro股价上涨，因其开始出货英伟达NVL72机架

超微电脑现已开始出货搭载英伟达Vera Rubin NVL72的机架系统。

先河环保：子公司拟1.68亿元购买GPU服务器设备用于提供算力服务

值得关注的个股：华纳兄弟、英特尔、Strategy

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05:23","pubTimestamp":1791494602,"startTime":"0","endTime":"0","summary":"OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，截至9月底的年化收入\"接近500亿美元\"，远低于上月末市场广泛引用的700亿美元预期。消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。AI板块普遍重挫。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用$光电$暴跌13%，Coherent跌7%。","market":"fut","thumbnail":"https://static.tigerbbs.com/042bf15c0077d603424f111d4bf49f8c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/042bf15c0077d603424f111d4bf49f8c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dd58f48e79604d03a2f52eb420c0d149","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783220","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DAMD","NBIC","AMYY","AVGO","AVGU","AVGX","NVD","NVDG","SMCI","AMDC","NVDB","SMCY","AVL","ORCZ","07788","AMDG","AMDL","AVS","CRWV","ORCL","CWII","NBIS","NVDS","AVGC","SMCX","NBIL","NVDL","DIPS","CORD","NBIG","AMDW","07388","ORCU","NVDX","AMUU","AMD","AVGW","CRWX","NVDW","SMYY","NVDQ","NVDD","NVYY","AVGG","CRWG","NBIZ","SMCC","ORAC","SMCL","NVDA","SMCZ","NVDU","ANV","AMDD","NVDO","NVC","ORCS","ORCX","CRWU","AMDY","NEBX","NVDY","NVII","CWVX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1114993573","title":"超微电脑任命Shesha 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Lin退休的消息。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCX","SMCC","BK4585","BK4588","LU0053671581.USD","SMCY","SMYY","LU1861220033.SGD","SMCZ","SMCL","SMCI","BK4543","LU1861215975.USD","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673394076","title":"机构测算2030服务器CPU市场2090亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673394076","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673394076?lang=zh_cn&edition=fundamental","pubTime":"2026-10-08 18:23","pubTimestamp":1791455035,"startTime":"0","endTime":"0","summary":"分析师Vijay Rakesh预测，2030年AI智能体专用CPU市场规模可达800亿美元，未来四年复合增速123%；头节点CPU市场规模680亿美元，复合增速61%；传统CPU市场600亿美元，复合增速仅2%。整体服务器CPU潜在市场规模2030年将达到2090亿美元，复合增速32%，该预估低于AMD预期的2200亿美元以上。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306972","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":["LU2237443549.SGD","LU2168564065.EUR","LU2290526834.HKD","LU2100268510.USD","IE000MB6IJN5.SGD","LU0912757837.SGD","XNTK","LU0056508442.USD","LU2491050071.SGD","SG9999014898.SGD","LU0683600562.USD","SHOC","SG9999014906.USD","BK4554","LU1803068623.USD","IE00B19Z8X17.USD","MUZ","IE00B19Z3581.USD","LU2168564495.EUR","LU0965509101.SGD","LU1861127337.USD","LU1861558580.USD","IE000WAW04H5.SGD","NVII","LU2133065610.SGD","LU0859254822.USD","IE0004445015.USD","LU0094547139.USD","LU2456880835.USD","LU1691799644.USD","LU2491049909.HKD","LU1316542783.SGD","LU0345770308.USD","LU1548497426.USD","LU0511384066.AUD","LU0345768153.USD","HK0000320264.USD","LU0444973449.USD","LU0494093205.USD","LU1629891620.HKD","IE00B1XK9C88.USD","HK0000819398.USD","LU0553294199.USD","LU1551013425.SGD","LU1571399168.USD","LU0109391861.USD","XLK","IE00B775SV38.USD","IE00BQXX3D17.EUR","HK0000532082.HKD","LU0289960550.SGD","LU1244550221.USD","IE00B3SWFQ91.USD","LU0417517546.SGD","LU0788109477.HKD","CNEQ","LU1804176565.USD","INTW","NVD3.UK","AMDC","FAI","LU0726765562.USD","LU0210536198.USD","LU1880398554.USD","LU2357627491.SGD","LFGY","LU0868494617.USD","IXN","BK4614","LU0170899867.USD","AMDW","LU2756315664.SGD","BK4533","LU0882574139.USD","IE00BFSS8Q28.SGD","LU1242518857.USD","AMYY","LU0672654240.SGD","IE00B5949003.HKD","SNDC","NVDS.UK","LU1934455863.HKD","LU1914381329.SGD","NVD2.UK","LU1935042215.USD","IE00BKDWB100.SGD","2NVD.UK","LU0267386448.USD","SPTE","LU0158827948.USD","HK0000304805.HKD","LU2065171311.SGD","LU0823414478.USD","LU2168564222.USD","LU0943347566.SGD","LU1400636491.USD","NVDA","SG9999015952.SGD","LU1989764748.USD","SG9999014880.SGD","LU1814569148.SGD","HK0000914660.USD","INYY","LU2028103732.USD","LU2360107168.USD","SOXY","SG9999004303.SGD","MUYY","LU0048573561.USD","LU0276348264.USD","LU0096362180.USD","LU2063271972.USD","SG9999014914.USD","LU0321505439.SGD","LU1868837136.USD","BK4585","LU0256863902.USD","LU0080751232.USD","LU2381873111.SGD","LU0048584097.USD","LU0128525689.USD","LU0289739343.SGD","BK4532","LU0323239441.USD","LU1235294995.USD","LU2462591277.SGD","QQQG","LU0321505868.SGD","SNDK","LU0985320562.USD","SG9999015945.SGD","LU0528227936.USD","LU0345768740.USD","LU1815336760.USD","LU0082616367.USD","LU1242518931.SGD","NVDX","LU0976567544.SGD","LU0345769128.USD","BK4608","BK4503","LU0265550946.USD","LU1720051108.HKD","SCHA","LU2452424414.USD","LU1645745479.HKD","LU1934455194.USD","LU2506951792.HKD","LU2125909593.SGD","LU2065170008.USD","LU2360032135.SGD","LU2746668974.SGD","JGRO","IE0004091025.USD","LU1951200564.SGD","LU1989764664.SGD","LU0251142724.SGD","07788","LU2357125470.USD","LU1935042488.USD","LU0289961442.SGD","INT","LU2148611432.USD","LU2430703251.USD","LU0127658192.USD","INTC","LU0143551892.USD","LU1983260115.SGD","LU0965509010.AUD","LU1037948897.HKD","LU1917777945.USD","WUGI","DRIV","AMUU","IE0004086264.USD","LU1066051811.HKD","LU1144417596.USD","LU2083900584.USD","AIFD","IE00B19Z9505.USD","LU2420271590.USD","AMDG","NVC","LU2089284900.SGD","HK0000306701.USD","IE0034235303.USD","LU0210533765.USD","HK0000306685.HKD","SGXZ51526630.SGD","LU0203201768.USD","LU1791710400.SGD","LU2271345857.HKD","LU2471134879.HKD","LU0738911758.USD","LU1035775433.USD","IE00BSNM7G36.USD","LU2746668461.USD","LU1633808545.USD","SMCY","LU2211815571.USD","LU1989772923.USD","TYLG","SMCL","IE000YTNTUN2.SGD","LU1823568750.SGD","LU2355687059.USD","ARTY","LU2430703095.HKD","LU0052756011.USD","LU0345769631.USD","AMDD","LU0466842654.USD","LU2361045086.USD","BK4592","BK4170","LU1153585028.USD","LU0106261372.USD","LU0225283273.USD","LU2592432038.USD","LU1868836757.USD","SMU00main","LU2294711713.HKD","LU0061474960.USD","SCHM","SNDU","LU2471134523.USD","LU2089985449.USD","HK0000320223.HKD","09788","BK4598","EFIV","LU0061475181.USD","LU1923622614.USD","NVD","IE00BJJMRY28.SGD","IE00BKVL7J92.USD","IE000W1ABFV2.USD","LU2047632596.USD","LU2272731600.USD","DIPS","NVDU","LU2417539215.USD","LU1202635105.USD","LU2552382215.SGD","IE00BN29S564.USD","LU0310800965.SGD","LU2168563687.JPY","BK4587","COWG","LU0203202063.USD","LU2092627202.USD","LU0642271901.SGD","BK4567","LU0708994859.HKD","LU0097036916.USD","LU0211326839.USD","LU0215105999.USD","LU2403377893.USD","LU0823421416.USD","IE0002270589.USD","LU2249611893.SGD","LU2237443895.HKD","LU2462591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| 微软近400万美元资金买入远期实值CALL；Meta大资金博弈更激进，近300万美元扫入900美元CALL","url":"https://stock-news.laohu8.com/highlight/detail?id=1155059961","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155059961?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 16:02","pubTimestamp":1790582568,"startTime":"0","endTime":"0","summary":"当日888只个股期权成交量超过其30日均量，Top100个股贡献85%成交量，Top10占55%。大单解读：一笔规模达393.28万美元的CALL买入，是当日最突出的单腿期权交易，合约为2026-11-20到期的500.00美元行权价CALL。大单解读：一笔净支出360.90万美元的牛市看涨价差成为当日最受关注的大单之一，交易者买入2026-09-25到期的39.5 CALL，同时卖出同到期的42.0 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10:42","pubTimestamp":1790563356,"startTime":"0","endTime":"0","summary":"8月公布初步数据后，华尔街迅速作出反应。这些观点为Moderna股价进入9月后的上涨提供了支撑。截至目前，Datadog已经连续10个交易日中有9个交易日上涨。过去3个月，Cadence股价一度下跌17.0%，近期反弹正在收复部分失地。高通没有公布此次协议延期的具体期限。高通本周股价上涨13.65%。此次上涨使AMD市值继续保持在1万亿美元以上。","market":"us","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["METD","QCOM","INTW","MRNY","SMCL","AMDW","QCML","FBL","AMUU","MPWR","METU","WBD","DAMD","LINT","AMYY","META","METQ","INYY","AMDG","QCMD","SMCZ","AMD","MPWC","CDNG","INTC","INT","QCMU","FBY","FBYY","SMYY","MRNX","METW","MPWX","AMDC","AMDY","SMCX","MRNA","SMCI","SMCY","CDNS","SMCC","AMDD","FBX","DDOG","AMDL","METG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2669498433","title":"Verda 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Micro股价上涨，因其开始出货英伟达NVL72机架9月23日-** 人工智能服务器制造商超微计算机（Super Micro Computer，SMCI.O）的股价在盘前交易中上涨1.9%，至42.32美元** 该公司表示，目前已开始出货英伟达NVDA.ONVL72机架，该机架采用液冷设计，内置72颗Rubin图形处理器和36颗Vera中央处理器** 机架配备了SMCI的机列式冷却分配单元，并可选配后门热交换器以吸收残余热负荷** 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