美股詳情

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巴菲特持倉

3,233.05

+32.291.01%

漲家數：14

跌家數：20

平家數：1

市盈率：- -

高：3,239.82

開：3,201.42

低：3,198.38

收：3,200.76

成交量：3.17億

成交額：399.72億

市值：11.50萬億

流通市值：10.93萬億

資料載入中...

總覽新聞資訊

花旗策略師：美股持倉保持平穩，但投資者信心消退

环球市场播报

花旗：行業數據利好AI PCB設備股不利建築機械股

智通财经网

美國AI基建加速 2030年百兆瓦級數據中心或達280座

蘋果摺疊屏iPhone初期產量據悉每日僅數百部，正加快產量爬坡

亞馬遜(AMZN.US)與銀行合作進行首次英鎊債券發行。

花旗：維持澳門9月賭收205億澳門元預測預計按年增長12%

三星顯示明年蘋果摺疊屏與 iPad OLED 供應目標上調

花旗策略師：市場持倉保持平穩，但投資者信心消退

集邦諮詢：第二季全球智能手機生產總量達2.75億支按年下降8%

花旗：維持澳門9月賭收205億澳門元預測預計按年增長12%

媒體摘要-《紐約時報》商業新聞——9月8日

韓國向穆迪通報經濟及預算規劃，推進韓元國際化進程

大行評級丨花旗：下調滔搏目標價至1.7港元，維持「買入」評級

蘋果與鎧俠簽署NAND長期供應協議或不設價格上限

隨着氣温飆升，馬來西亞的數據中心耗電量激增

蘋果罕見籤3-5年NAND長約、或不設價格上限，AI擠佔產能令存儲議價權易主

华尔街见闻

解讀-突擊檢查、停業整頓、警示標籤——印度史無前例的食品安全整治行動

Mac遭OpenAI掃貨，但蘋果與英偉達並非零和博弈

花旗：維持澳門9月賭收預測205億澳門元，即按年升12%

庫克卸任了，雷軍呢？

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Letter统计，美国当前投入运营、电力容量超100兆瓦的数据中心约90座，创下历史新高；倘若全部规划项目顺利落地，到2030年该数量有望增长两倍以上，达到约280座。本轮建设周期伴随巨额资本投入，预计至2030年，科技企业在数据中心领域总投资规模或将达到7万亿美元，凸显AI业务对底层基础设施的巨大消耗。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZDBhOTg3YTMxNzM2MjM3OTI3ODI2.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZDBhOTg3YTMxNzM2MjM3OTI3ODI2.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305796","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":["METV","LU0345769128.USD","LU1951198990.SGD","LU0878866978.SGD","LU1236620750.USD","IE00B4JS1V06.HKD","IE00BSNM7G36.USD","LU1814569148.SGD","LU0314104364.USD","LU1861127337.USD","LU1301847155.USD","LU0354030511.USD","XLC","LU1868836591.USD","HK0000304805.HKD","BK4581","LU0149725797.USD","METU","LU1003077747.HKD","LU2413666699.HKD","LU1201861165.SGD","LU1691799644.USD","LU1934455863.HKD","LU1823568750.SGD","LU0724617625.USD","LU1064131342.USD","LU0170899867.USD","IE00BJTD4V19.USD","LU0251142724.SGD","LU2420271590.USD","LU1670628061.USD","LU0096364046.USD","IE00BJJMRX11.SGD","LU0345770308.USD","LU1235294995.USD","LU1366192091.USD","LU0823421416.USD","SG9999015341.SGD","BK4588","IE00BWXC8680.SGD","LU0417517546.SGD","BK4503","LU0353189763.USD","LU1235295455.SGD","LU1720051108.HKD","LU0784383803.USD","SG9999002224.SGD","LU2471134523.USD","LU2237443549.SGD","LU1989772923.USD","LU2473716301.USD","IE00BMPRXN33.USD","GOGL","IE00B19Z3B42.SGD","SG9999004303.SGD","LU2148611432.USD","LU1674673428.USD","SG9999014880.SGD","FCOM","SGXZ44715902.SGD","LU0079474960.USD","LU2362540622.SGD","LU0310799852.SGD","LU1934455277.USD","LU1642822529.SGD","LU0708994859.HKD","IE00BQXX3C00.GBP","SPTE","LU1119994496.HKD","BK4573","SG9999017495.SGD","LU1242518931.SGD","LU0345774631.USD","LU1974910355.USD","LU2097344431.USD","LU0174119429.USD","AMZP","LU0310800965.SGD","SNPE","SG9999014567.USD","LU0784384876.USD","LU0894485498.HKD","LU0648001328.SGD","LU1989764664.SGD","IE0034235295.USD","LU1880398471.USD","LU2404859667.USD","CLIX","LU0976567544.SGD","LU0466842654.USD","LU0950375773.USD","LU0689472784.USD","LU0056508442.USD","LU1032466523.USD","LU1400636574.HKD","LU1280957306.USD","LU2362541273.HKD","SMETAmain","LU0320765489.SGD","IE00BN8TJ469.HKD","LU1585245621.USD","MSFC","LU1144417596.USD","LU1084165304.USD","LU1645745479.HKD","LU1267930730.SGD","LU0080751232.USD","LU1323610961.USD","LU0320765059.SGD","BK4576","LU1979441026.SGD","LU0133085943.USD","LU0198837287.USD","LU0053666078.USD","LU0672654240.SGD","LU1043141123.HKD","LU1582987324.SGD","BK4567","IE00BK4W5M84.HKD","LU1506573853.SGD","LU1732800096.USD","IE0001KFT4U8.USD","TDIV","LU2023251221.USD","LU2298321311.HKD","LU2237957902.USD","LU0048573561.USD","GGLL","BK4551","LU2552382132.HKD","BK4543","METW","SOCL","LU0943347566.SGD","LU0323591593.USD","LU0069063385.USD","LU0171293334.USD","LU0006306889.USD","LU2381873111.SGD","LU0158827781.USD","LU0265550946.USD","SG9999001077.SGD","LU1861559042.SGD","LU2272731865.HKD","FBX","LU1564329461.SGD","BK4548","LU0210536198.USD","LU0942090050.USD","SG9999002232.USD","LU0210533765.USD","USAW.SI","AMAA","BK4577","LU1629891620.HKD","BK4122","LU0267386448.USD","LU2552382058.USD","LU1633808545.USD","BK4574","LU0345774391.USD","LU1037948897.HKD","LU2756315318.SGD","LU0823411888.USD","CQTM","IE00B1XK9C88.USD","LU0276348264.USD","AZYY","LU0957808578.USD","LU0787776722.HKD","SGXZ81514606.USD","LU0861579265.USD","LU2750360641.GBP","LU1670710588.SGD","SGXZ31699556.SGD","LU1244550221.USD","LU0070217475.USD","LU0138981039.USD","LU2087621335.USD","LU2602419157.SGD","LU0648000940.SGD","BK4602","LU0965508806.USD","LU2417539215.USD","LU1221951046.USD","OGIG","LU2244417387.USD","SG9999015978.USD","LU0726765562.USD","LU2168564149.EUR","SG9999014559.SGD","IE00B19Z8X17.USD","LU2047632596.USD","LU2265009873.SGD","BK4612","IE00BZ1G4Q59.USD","LU0820561909.HKD","LU2089284900.SGD","LU2098885051.SGD","LU0347712357.USD","LU0889566641.SGD","LU2430703251.USD","LU2279689827.SGD","ONLN","GOOGL","IE00BFXG1179.USD","LU1228905037.USD","LU1043141396.HKD","FBL","LU0557290698.USD","LU2461242641.AUD","LU2506951958.HKD","LU2505996681.GBP","LU1712237335.SGD","BK4554","FBYY","IE000ITXATA3.USD","LU0894486033.HKD","VGT","BK4561","LU1429558221.USD","LU1670710661.SGD","LU2065171402.SGD","IE00B4YYXB79.USD","LU2237443465.HKD","IE00B19Z3581.USD","LU2087625088.SGD","LU2272731600.USD","LU1670711123.USD","HK0000819398.USD","AMZN","LU1935043023.USD","LU0143551892.USD","LU2462591350.SGD","LU2247934214.USD","LU2272731782.SGD","LU1074936037.SGD","LU0353189680.USD","LU0061474705.USD","LU0823434740.USD","LU1670627923.USD","LU2213496289.HKD","SMSFTmain","LU2275660780.HKD","LU1236620834.HKD","LU2102340556.USD","LU1400636491.USD","LU0719512351.SGD","LU2125909593.SGD","LU1046421795.USD","LU2210149790.SGD","LU2471134879.HKD","L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Tang路透吉隆坡9月8日-马来西亚官员周二表示，随着气温升高，该国数据中心的用电量不断增加，这给政府留下了9吉瓦的燃气发电缺口，需在2032年前填补。阿克马尔在能源委员会的一次会议上对记者表示，马来西亚计划在2044年前关闭最后一座燃煤电厂。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL4S4500E2:1","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":null,"symbols":["LU2491050071.SGD","LU2505996509.AUD","IE0034235303.USD","LU0256863811.USD","LU0943347566.SGD","LU0251131958.USD","LU1323610961.USD","LU2092937221.SGD","LU2452424414.USD","SAMZNmain","LU1564329032.USD","LU1037948897.HKD","LU2065171402.SGD","LU2168564065.EUR","MSFD","IE000F7OJYX1.SGD","IE000KEQY171.SGD","LU1548497426.USD","LU2357627491.SGD","LU2637965513.SGD","IE0009356076.USD","LU2362541513.USD","LU1582986359.USD","LU1674673691.USD","BK4550","LU1791710400.SGD","LU2592432038.USD","LU2491050154.USD","LU2506952097.USD","LU0203201768.USD","IE00BJLML261.HKD","LU0757359954.USD","LU1951198990.SGD","SG9999015945.SGD","LU0149725797.USD","LU1880398471.USD","LU0310800379.SGD","LU0882574139.USD","LU2106854487.HKD","LU1674673428.USD","IE0004086264.USD","LU0511384066.AUD","LU0081259029.USD","BK4507","LU1861558580.USD","LU2065170008.USD","LU1116320737.USD","LU0965509101.SGD","LU1267930573.SGD","LU0109391861.USD","LU2505996681.GBP","LU2954938101.SGD","LU0057025933.USD","LU1721428933.USD","LU0444971666.USD","BK4535","LU2552382058.USD","LU2357305700.SGD","LU1815333072.USD","LU0894486033.HKD","LU0109392836.USD","LU1720051017.SGD","LU0640476718.USD","LU0320765489.SGD","LU0053666078.USD","LU2404859667.USD","LU0157215616.USD","IE00B5949003.HKD","LU1043141396.HKD","LU1935043023.USD","LU0690374961.EUR","LU1868836591.USD","LU0211328371.USD","LU0795875086.SGD","LU2041044095.USD","LU2506951958.HKD","LU1815336760.USD","LU0949170426.SGD","LU1691799644.USD","LU2047632596.USD","LU0757359368.USD","LU0823417653.USD","SG9999015358.SGD","CLIX","MSFY","MSFL","LU0130102774.USD","LU1181866309.USD","IGV","BK4534","LU2462591350.SGD","LU1935042991.SGD","LU0133085943.USD","LU2746668974.SGD","LU2102340556.USD","LU2456880835.USD","SPTE","LU0256863902.USD","LU0354030511.USD","LU1116320901.HKD","LU0251132253.USD","LU1989763005.USD","LU0426412945.USD","LU2404859741.USD","AMZG","BK4524","LU1032466523.USD","LU2487616109.SGD","LU1732799900.SGD","LU2250418816.HKD","LU0912757837.SGD","LU0683600562.USD","IE00B7KXQ091.USD","LU0211327993.USD","LU0348723411.USD","SG9999014559.SGD","BK4551","LU2265009873.SGD","LU2430703251.USD","LU2125154935.USD","BK4588","LU2764263203.CNY","LU2860962120.EUR","LU0072461881.USD","IE00B19Z8W00.USD","LU0077335932.USD","SG9999002224.SGD","LU0265550359.USD","LU1868836757.USD","SG9999015978.USD","LU1623119135.USD","IE00BQXX3D17.EUR","LU0215105999.USD","LU1430594728.SGD","LU0879622024.SGD","LU0187121727.USD","LU1301847155.USD","LU0823411888.USD","LU2756315318.SGD","LU1064131342.USD","AMZW","FTEC","LU2083900584.USD","LU0894485498.HKD","LU1861127337.USD","LU0868494617.USD","IE00B3SWFQ91.USD","LU0689626769.HKD","LU1861559042.SGD","LU1035773651.USD","CMAG","LU1496350502.SGD","LU0820562030.AUD","LU1868837300.USD","LU0792757196.USD","LU0048573561.USD","LU2413666426.HKD","LU0070302665.USD","LU0354030438.USD","BK4561","LU2264538146.SGD","LU0965509010.AUD","LU2360106780.USD","LU1564329461.SGD","SGXZ80539844.SGD","WANT","LU2237443895.HKD","SGXZ44715902.SGD","IE00BQXX3F31.USD","LU0302445910.USD","LU2286300806.USD","LU1188199696.SGD","HK0000819398.USD","LU1074936037.SGD","IE00B7SZLL34.SGD","IE00BMPRXN33.USD","LU1267930490.SGD","LU1201861165.SGD","LU1791710582.SGD","LU1084165304.USD","LU0124676726.USD","LU0225283273.USD","LU2317271919.USD","LU0648000940.SGD","LU2168564149.EUR","LU2023251221.USD","LU2471134952.CNY","LU2506952170.USD","IE000M9KFDE8.USD","LU0128525929.USD","LU2298321311.HKD","SG9999014575.USD","IE00BYXW3230.USD","SGXZ31699556.SGD","LU2108987350.USD","LU0965509283.SGD","SG9999004303.SGD","LU1814569148.SGD","LU1974910355.USD","LU1629891620.HKD","IE00B5TLWC47.USD","LU1435385759.SGD","ROM","BK4587","LU0949170772.SGD","BK4532","LU2210149790.SGD","BK4579","IE00BJTD4V19.USD","LU2111349929.HKD","BK4097","LU1244550494.USD","LU1988902786.USD","LU2271345857.HKD","IE00BBT3K403.USD","BK4528","LU0162691827.USD","LU0079474960.USD","LU0661504455.SGD","LU0070217475.USD","LU0390134368.USD","LU1196500208.SGD","LU1823568750.SGD","LU0553294199.USD","SG9999017495.SGD","VGT","LU1935042215.USD","BK4503","LU0742534661.SGD","LU0323239441.USD","LU0061474960.USD","LU1718418525.SGD","BK4576","IE000BZT7R73.USD","IE00BWXC8680.SGD","HULL","LU0265550946.USD","LU1201861249.SGD","LU1803068623.USD","LU2237957902.USD","IE0000B7K699.USD","LU2417539215.USD","IE00BKDWB100.SGD","LU0859254822.USD","LU0545039389.USD","LU0545562505.USD","LU1934455194.USD","LU0823417737.USD","LU02082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Kalra路透新德里9月8日-印度正经历一场史无前例的食品安全整治行动，监管机构迫使许多当地餐馆和连锁餐厅暂停营业，而推行包装正面警示标签的举措则动摇了该国价值逾1000亿美元的包装食品行业。食品行业高管向路透表示，提案中针对糖、脂肪和盐的阈值过于严格，可能会导致大量包装食品出现警示标签。印度最高法院定于9月10日对该提案进行审议。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL4T4500AZ: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":null,"symbols":["LU2089283258.USD","MCD","LU1732799900.SGD","LU0971552673.USD","LU2023251221.USD","LU1814569148.SGD","IE00BJTD4V19.USD","LU1019634622.SGD","LU2237443549.SGD","LU0345777659.USD","LU1116320901.HKD","SGXZ23171101.USD","LU1302929846.USD","IE00BDGV0183.EUR","LU1244550221.USD","SG9999015358.SGD","LU2211817866.USD","LU1487256676.USD","LU2404859741.USD","LU0726765562.USD","IE0000B7K699.USD","LU0795875169.SGD","LU1988902786.USD","LU2347655073.USD","LU1221951046.USD","BK4177","IE0004445015.USD","LU0550127509.SGD","BK5112","GB00B4LPDJ14.GBP","LU1989763427.SGD","LU2271345857.HKD","LU0098860793.USD","UGE","LU1815333072.USD","IE000MB6IJN5.SGD","LU0323591593.USD","LU1059921491.USD","LU0052756011.USD","LU1003077747.HKD","LU1078025761.USD","LU1868837136.USD","LU0795875086.SGD","LU1989763690.USD","LU2462591277.SGD","LU0553294199.USD","NSRGY","BK4610","LU0345770308.USD","BK4504","BK4532","LU0215105999.USD","LU1868836591.USD","LU1868836757.USD","LU1863844665.USD","LU2028103732.USD","SG9999011175.SGD","LU0545039389.USD","LU1894683264.USD","GB00B4QBRK32.GBP","LU1051770623.HKD","LU0912757837.SGD","LU1481011671.HKD","LU0265550946.USD","LU0731783048.USD","LU0942090050.USD","SG9999014559.SGD","LU1400636574.HKD","LU2954938101.SGD","LU1481600234.SGD","LU1920063259.USD","LU1267930227.SGD","LU2237443622.USD","IE00BLSP4452.SGD","LU0985489474.SGD","IE0034235071.USD","LU2506951958.HKD","LU3187612489.SGD","LU0742537680.HKD","LU0997586432.USD","LU1064927863.SGD","LU0557290698.USD","LU1023061713.HKD","LU1929549753.HKD","BREW","LU2506952170.USD","LU1069347547.HKD","LU1670756490.USD","LU0950375773.USD","LU1718418525.SGD","LU1046248800.SGD","IE00BJTD4N35.SGD","IE000BZT7R73.USD","LU0127657111.USD","IE00BVYPNT70.USD","LU0506197887.SGD","LU0957791311.USD","LU2091194634.USD","LU0982800491.AUD","LU0997587240.USD","LU1150488218.USD","LU1920062954.HKD","LU2242646235.USD","LU1202635105.USD","LU0868494617.USD","LU0949170772.SGD","LU2264538146.SGD","IE00BJJMRX11.SGD","LU1244550494.USD","LU1400636657.SGD","IE000F7OJYX1.SGD","LU2114397693.USD","LU2133065610.SGD","LU2279689827.SGD","IE00BJJMRY28.SGD","FTXG","SG9999003800.SGD","LU2506952097.USD","LU0823417737.USD","DGE.UK","IE00BVYPNV92.GBP","LU2361044865.SGD","IE00BFSS7M15.SGD","IE00BGHQF631.EUR","03165","BK4588","LU0096364046.USD","LU0143551892.USD","LU0171281750.USD","BK4550","LU0345770993.USD","LU1119994140.HKD","LU1894683348.USD","LU2347655156.SGD","IE00BMCWC346.EUR","LU1003076772.USD","IE00BBT3K403.USD","LU2360032135.SGD","LU2401740654.USD","SKO00main","LU0175139822.USD","LU1732800096.USD","LU0964806797.USD","LU1046421449.USD","FSTA","LU1150488135.SGD","LU0868494708.USD","LU2242646821.SGD","PBJ","SG9999015341.SGD","SG9999002224.SGD","IE00BYV24P56.USD","IE00BGHQDW50.EUR","LU1015430645.USD","DPZ","IE00BLSP4239.USD","BK5127","LU1481011911.USD","LU2506951875.HKD","LU2125154935.USD","LU1430594728.SGD","LU1829250122.USD","LU0256863811.USD","LU0690374961.EUR","LU1585245621.USD","LU2111349929.HKD","LU2237443465.HKD","IE000WAW04H5.SGD","LU2361044949.HKD","BK4212","LU2491050071.SGD","LU1019632923.USD","LU2237957902.USD","LU2361045086.USD","IE00B42XCP33.USD","LU0006306889.USD","LU1599440770.SGD","LU2491050154.USD","LU0068578508.USD","ULVR.UK","SG9999002232.USD","SG9999004303.SGD","XLP","IE00B3PB1722.GBP","BK4533","LU2404859667.USD","IE000SO60NU8.SGD","KO","LU0061474960.USD","LU0772969993.USD","LU0738911758.USD","SG9999014575.USD","LU1489326972.SGD","SPFE0main","LU0731783394.SGD","LU0234570918.USD","LU1035773651.USD","LU2242652126.USD","LU0345777147.USD","LU2097829019.USD","LU2999663052.SGD","LU1670711040.USD","IE00B3T34201.USD","BK4524","LU2491049909.HKD","LU0048578792.EUR","LU1670710588.SGD","PEP","LU1481599808.USD","IE00BVYPNW00.USD","BK4566","BK4581","LU0310800965.SGD","LU0158827781.USD","LU0320765646.SGD","LU2108987350.USD","TRUO","LU0575583348.USD","LU0889565080.SGD","LU1064131342.USD","LU0128525689.USD","LU1670711123.USD","LU0417517546.SGD","LU1032955483.USD","LU1032466523.USD","LU2461242641.AUD","LU1221951129.SGD","LU1074936037.SGD","LU0433182093.SGD","LU1645745479.HKD","LU0985320562.USD","BK4559","IE00BFSS8Q28.SGD","IE00BN8TJ469.HKD","LU0690374615.EUR","SG9999014542.SGD","SG9999014567.USD","LU0823417653.USD","LU1196500208.SGD","LU0971552830.HKD","LU2125154778.USD","IE00BVYPNS63.GBP","LU0158827948.USD","LU1162221912.USD","LU1116320737.USD","LU1400636491.USD","LU08788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11:43","pubTimestamp":1788838986,"startTime":"0","endTime":"0","summary":"但8月31日，OpenAI疯狂采购十万台Mac专门用于强化学习的消息却引起了产业热议。一种论调开始出现：英伟达垄断AI训练算力的时代正在落幕，苹果正在抢走英伟达的生意。因此，苹果和英伟达之间，其实并不存在着“抢饭碗”的问题。OpenAI购买Mac用于强化训练苹果的策略，在业界也被形容为“卖出方向盘”。当数万台Mac进入OpenAI机房，这意味着AI已经跨过单纯大模型对话时代，正式迈向 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