美股详情

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

Corgi U.S. Industrials 2x Daily ETF

22.48

-0.1396-0.62%

盘后：22.480.00000.00%16:10 EDT

成交量：59

成交额：1,327

市值：44.97万

市盈率：- -

高：22.48

开：22.62

低：22.48

收：22.62

52周最高：28.18

52周最低：22.25

股本：2.00万

流通股本：2.00万

量比：0.21

换手率：0.30%

股息：- -

股息率：- -

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

美国8月工厂订单按月为0.1%，低于前值的0.8%。预测值为0.1%。

今年美国制造业累计新增约7.2万个岗位

【券商聚焦】中原证券予计算机行业强于大市评级指资本开支加大的趋势明显

美国制造业连续九个月扩张！9月ISM PMI微降至54.5 新订单增长但成本压力再度升温

美国制造业扩张速度略有放缓原料价格指标升至5月以来最高

环球市场播报

美国制造业扩张速度略有放缓原料价格指标升至5月以来最高

美国9月ISM制造业PMI 54.5，预期55，前值54.6。美国9月ISM制造业物价支付指数 77.9，预期72.3，

美国9月ISM制造业PMI为54.5，低于前值的54.6。预测值为55。

监管放行能否撑住AI行情：政策预期、资本开支与现金流的三重检验

Akamai vs. Cloudflare：AKAM与NET谁更适合长期持有？

TradingKey中文

基础设施投资公司Antin Infrastructure Partners已达成协议，将旗下区域能源公司Vicinity

高盛算AI账：万亿资本开支后，要赚多少钱才能回本？

DRAM还在超级周期里吗？337调查之外，更大的变量是供需与资本开支

涨价传导+AI放量+资本开支多重共振 PCB行业高景气度有望持续

AI从“降息理由”变“加息论据”：库克称2万亿美元资本开支仅花一小部分，电价水价已涨约5%

华尔街见闻

港股异动 | 中国建筑国际(03311)涨近3% 花旗指公司受惠房产改革计划提高资本开支扩充MiC产能

当“周而复始”的叙事被改写，周期品如何重新定价？

李蓓：AI目前跌的是估值第二波下跌要等资本开支真正见顶可能是明年年中

欧盟—东盟商业理事会：欧洲企业正加大对东南亚的投资。东南亚在供应链重组中仍然是“明显赢家”。

玲珑轮胎：现阶段泰国工厂订单饱满，产能利用率保持在较高水平

{"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/XLIX/news?page=2"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"XLIX","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLIX\",,,,,undefined,":{"symbol":"XLIX","market":"US","secType":"STK","nameCN":"Corgi U.S. Industrials 2x Daily ETF","latestPrice":22.4829,"timestamp":1791921600000,"preClose":22.6225,"halted":0,"volume":59,"hourTrading":{"tag":"盘后","latestPrice":22.4829,"preClose":22.4829,"latestTime":"16:10 EDT","volume":5,"amount":112.4145,"timestamp":1791922204805,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":-0.0061708476074703485,"floatShares":20000,"shares":20000,"eps":0,"marketStatus":"盘后交易","change":-0.1396,"latestTime":"10-13 19:41:09 EDT","open":22.6225,"high":22.4829,"low":22.4829,"amount":1327,"amplitude":0,"askPrice":33.69,"askSize":200,"bidPrice":11.23,"bidSize":200,"shortable":3,"etf":2,"ttmEps":0,"tradingStatus":3,"nextMarketStatus":{"tag":"收盘","tradingStatus":0,"beginTime":1791936000000},"marketStatusCode":4,"adr":0,"exchange":"CBOE","adjPreClose":22.6225,"nav":22.65,"aum":453000,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":22.4829,"preClose":22.4829,"latestTime":"16:10 EDT","volume":5,"amount":112.4145,"timestamp":1791922204805,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.208186},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLIX\",,,,,undefined,":{"symbol":"XLIX","floatShares":20000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.208186,"shares":20000,"dividePrice":0,"high":22.4829,"amplitude":0,"preClose":22.6225,"low":22.4829,"week52Low":22.2492,"pbRate":"--","week52High":28.18,"institutionHeld":0,"latestPrice":22.4829,"eps":0,"divideRate":0,"volume":59,"delay":0,"ttmEps":0,"open":22.6225,"prevYearClose":25.25,"prevWeekClose":22.6612,"prevMonthClose":22.2492,"prevQuarterClose":22.2492,"fiveDayClose":23.3417,"twentyDayClose":22.6241,"sixtyDayClose":26.5218},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/XLIX\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"XLIX\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"XLIX\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"XLIX\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2672717409","title":"美国8月工厂订单按月为0.1%，低于前值的0.8%。预测值为0.1%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2672717409","media":"AASTOCKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672717409?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 22:00","pubTimestamp":1790949600,"startTime":"0","endTime":"0","summary":"美国8月工厂订单按月为0.1%，低于前值的0.8%。预测值为0.1%。~阿思达克财经新闻网址: www.aastocks.com","market":"us","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180509171355653_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180509171355653_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1547608&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1547608&catg=1","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":"aastocks_forex","symbols":["BK4588","VIS","FXR","UXI","IYJ","XLIX","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672717859","title":"今年美国制造业累计新增约7.2万个岗位","url":"https://stock-news.laohu8.com/highlight/detail?id=2672717859","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672717859?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 21:31","pubTimestamp":1790947911,"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":["XVO","VIS","GVLU","IJS","CATG","TXS","JPME","SCOW","XLII","MDYG","QVMM","UDOW","MGMT","XLI","GMOV","AVUV","KMAY","RWK","REMC","SPMD","TRUI","SIJ","MADE","MSML","DFAT","RNIN","IYJ","EUSA","FXZ","XLIX","IVOO","FNDA","ISCB","FIDU","SSCP","FEX","FXR","SQLT","HVAC","IDE","MIDU","SCDS","FNX","VIOV","RSPM","RSPN","DVXB","MDY","SMDX","BBSC","DFMC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672292793","title":"【券商聚焦】中原证券予计算机行业强于大市评级 指资本开支加大的趋势明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2672292793","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672292793?lang=zh_cn&edition=fundamental","pubTime":"2026-10-02 09:13","pubTimestamp":1790903595,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中原证券表示，给予计算机行业强于大市的投资评级。从当前国内AI产业发展来看，资本开支加大的趋势明显。国内虽然算力短缺，但是模型在综合能力和性价比的比拼当中成为了更多用户的选择，调用份额持续提升。以WorkBuddy为代表的AI办公产品，正在加速AI在B端的普及进程。因而在这一趋势下，包括字节、阿里在内的头部厂商的投资步伐加快明显，新一代国产芯片上市时间节点也大幅前置。建议持续重点关注AI产业链上游及中游环节，包括半导体设备、芯片、存储、光通信、服务器、AIDC、云计算等环节。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992904","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":["601375","MADE","TRUI","PJFM","VIS","DVIN","IYJ","FRTY","UXI","PSCI","REGS","XLII","XLIX","FIDU","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672763310","title":"美国制造业连续九个月扩张！9月ISM PMI微降至54.5 新订单增长但成本压力再度升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2672763310","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672763310?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 22:32","pubTimestamp":1790865122,"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":["KMAY","QVMM","MIDU","SCDS","SMIZ","UDOW","DFMC","XVO","KDEC","XLIX","FNX","FEX","GMOV","ISCB","MGMT","UXI","MDY","MSML","MADE","DVXB","RSPM","PSC","SMDX","FLQM","SPSM","SQLT","IDE","CZA","SSCP","IVOO","FNDA","TRUI","IJS","DFAT","RWK","XLI","REMC","SIJ","IYJ","BBSC","JPME","RSPN","EUSA","FYX","VIS","SCOW","FXZ","SPMD","XLII","FIDU","RNIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672684797","title":"美国制造业扩张速度略有放缓 原料价格指标升至5月以来最高","url":"https://stock-news.laohu8.com/highlight/detail?id=2672684797","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672684797?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 22:27","pubTimestamp":1790864820,"startTime":"0","endTime":"0","summary":"美国制造业9月扩张速度略有放缓，尽管需求强劲，工厂仍面临成本回升、运输延误等问题。美国供应管理学会（ISM）周四公布的数据显示，制造业指数下降0.1点至54.5。该指数连续九个月高于50这一荣枯分水岭，为2022年以来最长连续扩张期。9月报告显示，需求依然稳健。新订单指标回升，积压订单指标升至2月以来最高水平。产出继续扩张，但增速有所放缓。面对不断增加的订单，企业正在增加用工。9月制造业就业人数连续第三个月增长，为2022年以来最长连续增长期。制造商同时还在应对成本上升和供应链瓶颈。原材料价格指标升至5月以来最高，供应商交货时间继续延长，不过速度有所放缓。","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://finance.sina.com.cn/stock/usstock/c/2026-10-01/doc-inittvfx1853719.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":["FNDA","QVMS","PSC","SMIZ","DFMC","FXR","HVAC","SIJ","SQLT","TRUI","AVUV","RSPN","BBSC","SPMD","VAW","VIS","MIDU","UDOW","AVSC","RNIN","ISCB","CZA","MGMT","XLII","EUSA","DVXB","DFAT","SCDS","TXS","KMAY","FLQM","SPSM","FEX","XLIX","GVLU","IJS","IVOO","SSCP","SCOW","SMDX","FYX","JPME","FNX","UXI","MSML","XLI","VIOV","IYJ","MADE","MDYG","GMOV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672768154","title":"美国制造业扩张速度略有放缓 原料价格指标升至5月以来最高","url":"https://stock-news.laohu8.com/highlight/detail?id=2672768154","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672768154?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 22:19","pubTimestamp":1790864346,"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":["FYX","SCDS","SMDX","IVOO","MSML","MDY","RSPM","EUSA","QVMS","REMC","RNIN","VAW","MGMT","ISCB","SCOW","MCDS","GVLU","IYJ","TXS","AVSC","FXZ","PSC","MIDU","RSPN","QVMM","IJS","DVXB","FEX","KDEC","FIDU","XLI","AVUV","SQLT","TRUI","UXI","XLII","BBSC","XLIX","FNDA","FXR","JPME","RWK","MDYG","CATG","GMOV","VIS","VIOV","CALF","SPSM","XVO","SSCP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672768363","title":"美国9月ISM制造业PMI 54.5，预期55，前值54.6。美国9月ISM制造业物价支付指数 77.9，预期72.3，","url":"https://stock-news.laohu8.com/highlight/detail?id=2672768363","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672768363?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 22:00","pubTimestamp":1790863217,"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":["XLIX","BK4550","SIJ","BK4588","BK4581","XLI","VIS","BK4585","FXR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672768395","title":"美国9月ISM制造业PMI为54.5，低于前值的54.6。预测值为55。","url":"https://stock-news.laohu8.com/highlight/detail?id=2672768395","media":"AASTOCKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672768395?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 22:00","pubTimestamp":1790863200,"startTime":"0","endTime":"0","summary":"美国9月ISM制造业PMI为54.5，低于前值的54.6。预测值为55。~阿思达克财经新闻网址: www.aastocks.com","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260928175755854_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260928175755854_s.png"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1547362&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1547362&catg=1","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":"aastocks_forex","symbols":["BK4588","XLI","BK4581","XLIX","VIS","SIJ","BK4550","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672758056","title":"监管放行能否撑住AI行情：政策预期、资本开支与现金流的三重检验","url":"https://stock-news.laohu8.com/highlight/detail?id=2672758056","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672758056?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 16:13","pubTimestamp":1790842380,"startTime":"0","endTime":"0","summary":"特朗普在9月29日同时释放了两类信号：一边与多家AI企业负责人会面，推动企业自律并弱化前置立法约束；另一边签署行政令，要求联邦政府在一定范围内用“超级智能”（SI）替代“人工智能”（A ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20261001/c680429653.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20261001/c680429653.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":"tonghuashun_highlight","symbols":["TRUI","VIS","QTOC","CHAT","159399","VTHR","XLII","AIPO","BK4585","PSCI","DVIN","FRTY","REGS","XLIX","ARTY","FIDU","SPHQ","BK4588","AGIX","UXI","PJFM","IYJ","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672626789","title":"Akamai vs. Cloudflare：AKAM与NET谁更适合长期持有？","url":"https://stock-news.laohu8.com/highlight/detail?id=2672626789","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672626789?lang=zh_cn&edition=fundamental","pubTime":"2026-10-01 01:00","pubTimestamp":1790787600,"startTime":"0","endTime":"0","summary":"TradingKey - Akamai（AKAM）与Cloudflare（NET）均以全球网络和内容加速服务建立市场基础，并逐步扩展至网络安全、云计算和AI服务。","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20260929/akam-3-edab2e51d5bb4644978f25a40eb25634.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260929/akam-3-edab2e51d5bb4644978f25a40eb25634.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262191398-akamai-akam-cloudflare-net-ai-us-jay-tradingkey","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":["LU0082616367.USD","FDIF","XT","AKAL","VTHR","BK4560","CLOU","AKAM","LU2065169927.USD","XLIX","LU2065170008.USD","UXI","BK4116","LU2286300806.USD","PJFM","MADE","BK4588","BK4548","CLDL","NBDS","CHAT","LU0719512351.SGD","ANEW","LU1059921491.USD","LU2065171402.SGD","LU2065171311.SGD","REGS","DVIN","BK4613","QTOC","TRUI","NET","FRTY","SKYY","XDAT","AGIX","IYJ","FWD","BK4554","BK4585","PSCI","VIS","BK4607","NETG","BK4608","XLII","ARTY","FIDU","NETX","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671208056","title":"基础设施投资公司Antin Infrastructure Partners已达成协议，将旗下区域能源公司Vicinity","url":"https://stock-news.laohu8.com/highlight/detail?id=2671208056","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671208056?lang=zh_cn&edition=fundamental","pubTime":"2026-09-30 18:08","pubTimestamp":1790762899,"startTime":"0","endTime":"0","summary":null,"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://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":["ISTM","IVRA","TXS","PSCM","BK4585","BK4123","AMER","VRAI","HALX","ERH","DOCK","BK4588","SLX","XLIX","ARCAY","PPI","BK4582","DUSL","159945","ABLD","VOE","IUSA","BK4570","CGW","FIDU","GARA","DGLO","BCIM","HVAC","RJZ","BK4129","RSPN","DFRA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671480382","title":"高盛算AI账：万亿资本开支后，要赚多少钱才能回本？","url":"https://stock-news.laohu8.com/highlight/detail?id=2671480382","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671480382?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 19:00","pubTimestamp":1790679638,"startTime":"0","endTime":"0","summary":"· AI Trade 正从“拼 Capex”进入“看回报”的阶段，收入和现金流开始比投入规模更重要。· AI Capex 还没见顶，但最快的增长阶段正在过去，2027 年之后增速将明显放缓。· 3000 亿美元只是科技巨头的年收入“回本线”，要获得合理回报，需要的收入更高。· 真正的压力在应用层：当前投资规模最终需要万亿美元级 AI 应用收入来支撑。过去两年，AI Trade 最清晰的一条主线是资本开支。高盛并不认为 AI 投资周期即将结束。相反，资本开支仍将继续增长。","market":"hk","thumbnail":"https://images.bitpush.news/2026/09/special_cn-20260929-179067962315794785.jpg:cover_7686172-200x140.jpg","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/09/special_cn-20260929-179067962315794785.jpg:cover_7686172-200x140.jpg"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7686172","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7686172","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":"bit_push_news","symbols":["DVIN","LU1804176565.USD","LU1668664300.SGD","LU0868494708.USD","PSCI","BK4504","IE00BFXG1179.USD","BK4127","IE00BSNM7G36.USD","BK4516","LU0106831901.USD","IE0034235188.USD","LU0345770993.USD","LU1144417596.USD","AGIX","LU0061475181.USD","LU2265009873.SGD","LU2237443978.SGD","LU0742534661.SGD","QTOC","LU1868836757.USD","VTHR","XLIX","MADE","XLII","FRTY","TRUI","IE0004091025.USD","LU2471134523.USD","LU1868836591.USD","LU0210536198.USD","PJFM","LU0868494617.USD","UXI","LU1868836914.USD","ARTY","GSX","LU2471134796.USD","VIS","FIDU","AIPO","IYJ","REGS","LU2750360641.GBP","LU2237438978.USD","CHAT","LU1894683264.USD","BK4552","LU0048573561.USD","BK4550"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671070294","title":"DRAM还在超级周期里吗？337调查之外，更大的变量是供需与资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2671070294","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671070294?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 16:13","pubTimestamp":1790669580,"startTime":"0","endTime":"0","summary":"美国ITC启动对DRAM设备及下游产品的337调查，市场最容易产生的联想是：供应链受限，DRAM价格上涨，存储芯片行业格局随之重排。但真正需要回答的问题是，调查会不会立刻改变DRAM价格？答案并 ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260929/c680362391.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260929/c680362391.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":"tonghuashun_highlight","symbols":["DRAL","XLIX","MUZ","MIC","MUG","PJFM","REGS","FRTY","VIS","PSCI","DRMY","IYJ","MUU","MUD","UXI","DRAM","TRUI","BK4585","MADE","MUYY","BK4588","XLII","RAM","DRMP","DISK","MULL","RAMZ","FIDU","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671299080","title":"涨价传导+AI放量+资本开支多重共振 PCB行业高景气度有望持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2671299080","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671299080?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 15:20","pubTimestamp":1790666410,"startTime":"0","endTime":"0","summary":"A股三大指数今日集体小幅反弹，截止收盘，沪指涨0.18%，深证成指涨0.34%，创业板指涨0.09%。个股方面，上涨股票数量接近3500只，近60只股票涨停。　　而在AI算力产业爆发、上游原材料涨价等多重背景下，PCB产业链整体热度持续攀升。　　国金证券研报表示，AI算力建设驱动高端PCB扩产，同时高多层化、高阶HDI化、材料低损耗化与线路精细化四大趋势推动设备升级，二者叠加，PCB设备行业进入景气上行与结构升级并行的阶段。","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://sc.stock.cnfol.com/shichangceping/20260929/32383891.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":"zhongjincaijing_highlight","symbols":["BK4588","AIPO","IYJ","PJFM","PCB","UXI","VTHR","BK4585","FRTY","XLIX","VIS","TRUI","MADE","FIDU","CHAT","PSCI","XLII","DVIN","ARTY","QTOC","BK4211","REGS","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671326835","title":"AI从“降息理由”变“加息论据”：库克称2万亿美元资本开支仅花一小部分，电价水价已涨约5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671326835","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671326835?lang=zh_cn&edition=fundamental","pubTime":"2026-09-29 05:10","pubTimestamp":1790629802,"startTime":"0","endTime":"0","summary":"美联储理事库克周一给出了迄今美联储官员对AI通胀效应最具体的量化警告：人工智能带来的生产率提升，无法及时抵消短期通胀压力。AI在美联储政策框架中的角色正发生逆转——从市场一度寄望的“降息理由”，转向支撑紧缩的“加息论据”。据库克在加州奥克兰的讲话，大规模数据中心投资已推高电力和水成本约5%；企业承诺的2万亿美元AI资本支出目前仅花费一小部分，后续资金落地将加剧价格压力。","market":"fut","thumbnail":"https://static.tigerbbs.com/9e7ba54e8539d48dd315975babea7852","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9e7ba54e8539d48dd315975babea7852"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3782683","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":["ARTY","MADE","IYJ","IREG","TRUI","HK0000934320.USD","US5Y.BOND","AIPO","TLTW","VIS","AGIX","QTOC","TMF","US3Y.BOND","US12M.BOND","XLIX","US30Y.BOND","US2Y.BOND","FIDU","IREX","REGS","TLT","PJFM","US10Y.BOND","IREC","VTHR","XLII","BK4585","UXI","IREZ","PEX","CHAT","DVIN","IRE","BK4588","US6M.BOND","US7Y.BOND","PSCI","FRTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670284271","title":"港股异动 | 中国建筑国际(03311)涨近3% 花旗指公司受惠房产改革 计划提高资本开支扩充MiC产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2670284271","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670284271?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 15:25","pubTimestamp":1790580335,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国建筑国际涨近3%，截至发稿，涨1.77%，报8.625港元，成交额5709.07万港元。中国建筑国际计划提高资本开支，扩充北京、上海、广州MiC产能，以迎合可能高于预期的中国内地及中国香港需求。中国香港首个“五年规划”规划显示，2030至2031年北都可即时动工土地增至900公顷，支撑逾7万个公屋单位；该公司已累计取得逾1,000亿港元北都订单。五年规划亦要求2026/27至2030/31年度至少一半公屋采用MiC兴建。","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/1501398.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":["LU0170899867.USD","LU2125154935.USD","LU0980610538.SGD","LU0320765646.SGD","FTXO","REGS","LU0477156953.USD","TFNS","PSCI","LU1791807156.HKD","LU1267930227.SGD","BK4585","TRUI","FIDU","LU1244550577.SGD","MADE","KCAI","LU1074936037.SGD","LU0052756011.USD","LU2360032135.SGD","IYJ","BK4559","LU0314106906.USD","DVIN","LU1144417596.USD","XLII","LU1668664300.SGD","03311","LU1506573853.SGD","BK4207","LU0203345920.USD","LU0130102774.USD","FRTY","PJFM","XLIX","LU0648001328.SGD","IYF","BK4588","BK1507","LU0831093199.SGD","HK0000288784.HKD","LU0106831901.USD","LU2125154778.USD","BK4566","VIS","VXUS","LU1244550494.USD","UXI","LU0072461881.USD","LU0203347892.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669467121","title":"当“周而复始”的叙事被改写，周期品如何重新定价？","url":"https://stock-news.laohu8.com/highlight/detail?id=2669467121","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669467121?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 19:39","pubTimestamp":1790249940,"startTime":"0","endTime":"0","summary":"关于逆全球化与AI浪潮下周期品的定价变化肖勇：从“周而复始”走向价格中枢上移肖勇认为，这几年对周期板块影响最大的两个变化，一是逆全球化趋势越来越明显，二是AI科技的发展，整体导致供给端变化很大。","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/enterprise/sale/2026-09-24/doc-inisxtax4967565.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":["US5Y.BOND","FRTY","PSCI","DBC","GBUG","1OZmain","GCmain","ZBmain","US10Y.BOND","REGS","GLDM","PJFM","BEGS","XLII","US7Y.BOND","XME","GDX","ZTmain","CEF","FIDU","GLTR","US6M.BOND","DVIN","QOmain","TRUI","UXI","GOLY","FGDL","FAAR","DUST","MADE","GLL","MGCmain","US12M.BOND","UYM","US2Y.BOND","IYJ","UBmain","IAU","TLT","VIS","ZFmain","XLIX","US30Y.BOND","ZNmain","UGL","TNmain","GOAU","PICK","US3Y.BOND"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669697584","title":"李蓓：AI目前跌的是估值 第二波下跌要等资本开支真正见顶 可能是明年年中","url":"https://stock-news.laohu8.com/highlight/detail?id=2669697584","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669697584?lang=zh_cn&edition=fundamental","pubTime":"2026-09-24 17:59","pubTimestamp":1790243949,"startTime":"0","endTime":"0","summary":null,"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://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":["CHAT","ARTY","UXI","IYJ","AGIX","FIDU","AIPO","TRUI","FRTY","VIS","QTOC","PSCI","MADE","VTHR","XLIX","PJFM","BK4588","BK4585","REGS","DVIN","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669810444","title":"欧盟—东盟商业理事会：欧洲企业正加大对东南亚的投资。东南亚在供应链重组中仍然是“明显赢家”。","url":"https://stock-news.laohu8.com/highlight/detail?id=2669810444","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669810444?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 17:39","pubTimestamp":1790156389,"startTime":"0","endTime":"0","summary":null,"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://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":["ASIA","EEM","SUPP","BK4534","PRN","MADE","SPXV","RSHO","IUSA","BK4585","SAGP","XLIX","TINT","NRSH","WELD","BK4504","HALX","VIS","PEXL","DGLO","AIRR","BK4581","EFFE","PIEL","PSCI","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669106129","title":"玲珑轮胎：现阶段泰国工厂订单饱满，产能利用率保持在较高水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2669106129","media":"同花顺","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669106129?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 15:54","pubTimestamp":1790150040,"startTime":"0","endTime":"0","summary":"格隆汇9月23日丨玲珑轮胎(601966.SH)在投资者互动平台表示，泰国工厂26年上半年因北美地区营收占比较高，一定比例的关税承担影响平均单价同比有较大降幅，叠加产品结构变化，导致整体毛利率 ...","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260923/c680211056.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260923/c680211056.shtml","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":"tonghuashun_highlight","symbols":["BK4588","BK0220","FXR","IYJ","BK0183","BK0196","BK4585","UXI","BK0201","XLIX","601966","VIS"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}