美股詳情

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TCW Artificial Intelligence ETF

50.64

-0.1882-0.37%

成交量：9,631

成交額：49.00萬

市值：1.34億

市盈率：- -

高：51.06

開：50.91

低：50.58

收：50.82

52周最高：57.80

52周最低：33.69

股本：263.97萬

流通股本：263.97萬

量比：1.44

換手率：0.36%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

見證中國C端AI大浪潮! 大摩前瞻3000億元變現空間手握生態優勢的騰訊與阿里競逐新增長紅利

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英偉達等限制員工使用Claude

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三星電子、SK 海力士三季度營業利潤預期上調

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15:33","pubTimestamp":1789457596,"startTime":"0","endTime":"0","summary":"和第一站彻底搁浅的鬼城不同，这里的数据中心仍然有人运营。来到了发达地区的老数据中心。随着AI再一次进入寒冬，那些企业都停用了AI，推理需求不再，而面向推理的算卡又做不了训练，找不到新的用途，这些推理型数据中心就彻底停滞了。投资方叫停了原规划投资超1000亿美元、占地2100英亩的全球最大数据中心园区。单单2028年全美被封锁或延误的数据中心项目，总价值就超过了一万亿。","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/1789024382439236027","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":"lanjinger_stock","symbols":["CLDL","IDGT","PBOT","WDAI","WISE","AIBU","FMET","BLOK","AIFD","WPAI","FCLD","CLOU","HPEL","SKYY","AIO","DTCR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667614756","title":"黃仁勳稱中國 2030 年可搞定國產先進光刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2667614756","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667614756?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 15:15","pubTimestamp":1789456522,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，黄仁勋在 All-In 峰会上判断，中国到 2030 年就能做出自己的先进光刻系统。他还认为，一旦技术成熟，中国有很强的大规模生产能力，国产设备进入本土晶圆厂只是时间问题。该判断比蔡司更乐观。蔡司半导体负责人 Frank Rohmund 最近称，中国要做出国产 EUV 光刻机，可能还需要约 15 年。蔡司是 ASML EUV 光学系统的核心供应商。主持人问的是 advanced lithography systems，没有具体限定为 EUV，黄仁勋在回答中也没有进一步说是 EUV。 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海力士三季度營業利潤預期上調","url":"https://stock-news.laohu8.com/highlight/detail?id=2667618913","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667618913?lang=zh_tw&edition=fundamental","pubTime":"2026-09-15 10:40","pubTimestamp":1789440042,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据朝鲜日报 9 月 15 日报道，三星电子与 SK 海力士三季度营业利润共识在三个月内再次上调。综合主要券商与海外投行报告，三星电子三季度营业利润预估约 114 万亿韩元，较三个月前的 101.9052 万亿韩元上调 12.2836 万亿韩元（12%），较二季度 89.4 万亿韩元增长 28%。SK 海力士三季度预估为 78.8035 万亿韩元，较三个月前的 75.7249 万亿韩元上调 4%，较二季度 60.5426 万亿韩元增长 30%。TrendForce 预计三季度通用 DRAM 固定交易价格环比上涨 13% 至 18%，NAND 闪存上涨 10% 至 15%。证券界关注三星电子 HBM4 营收占比由一季度 5% 扩大至二季度约 35%，且良率改善。SK 海力士维持 HBM 市场份额第一，但三星 HBM4 量产改善或稀释其供应溢价。花旗证券因韩元走强将 SK 海力士三季度营业利润预估由 76.7 万亿韩元下调至 74 万亿韩元。美光将于 30 日公布 2026 财年第四季度（6 月至 8 月）业绩，营收指引为 490 亿至 510 亿美元。 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