美股詳情

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AI應用軟件

1,423.55

-12.6721-0.88%

漲家數：11

跌家數：26

平家數：- -

市盈率：- -

高：1,445.37

開：1,434.74

低：1,409.08

收：1,436.22

成交量：2.03億

成交額：235.07億

市值：2.12萬億

流通市值：1.90萬億

資料載入中...

總覽新聞資訊

極視角：與極狐GitLab及百思特管理諮詢簽署戰略合作協議

南方财经网

阿格斯研究：將Snowflake(SNOW.US)目標價從300美元上調至450美元。

BUZZ——美國股市動態-Lululemon Athletica、Adobe、Ionis Pharmaceuticals

Trade Desk將裁員約15%，股價上漲

Trade Desk預計重組費用現金支出3900萬至5100萬美元，涉及遣散費及福利——源自SEC文件

大行評級丨傑富瑞：AI潛在可觸及市場逾25萬億美元，首選微軟、亞馬遜及Alphabet等

「大空頭」伯裏減持Veeva但仍看多，直言Snowflake「嚴重高估」

Canaccord Genuity上調GitLab目標價至70美元

Docusign Q2業績超預期，上調年度經常性收入指引

期權聚焦 | PLTR驚現400萬美元雙賣Call組合，機構高位「收租」暗示中長期上漲空間受限？

Snowflake：產品管理執行副總裁Kleinerman Christian減持2.5萬股，套現約868.36萬美元

南方财经网

9月4日美股成交額前20：Snowflake領升AI應用軟件特斯拉、SpaceX均大升逾5%

环球市场播报

前瞻：Docusign股價在季度財報公布前走高，財報將於美股收盤後發布

Cloudflare Inc(NET)股票9月3日盤中上漲4.19%：背後推手曝光

TradingKey中文

Snowflake Inc(SNOW)股票9月3日盤中上漲20.76%：真相來了

TradingKey中文

賽富時(CRM)股票9月3日盤中上漲3.07%：原因全解讀

TradingKey中文

美股異動｜Q2業績超預期，Snowflake大升逾21%，領升AI應用軟件股

Palantir股價上漲9%

每日经济新闻

思愛普(SAP)股票9月3日盤中上漲3.88%：關鍵驅動因素揭曉

TradingKey中文

「大空頭」伯裏再次炮轟：Palantir是靠AI泡沫吹起來的諮詢公司，估值或跌破1000億美元

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Athletica、Adobe、Ionis Pharmaceuticals","url":"https://stock-news.laohu8.com/highlight/detail?id=2664339177","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664339177?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 19:37","pubTimestamp":1788521829,"startTime":"0","endTime":"0","summary":".N** 露露柠檬运动服饰公司LULU.O:市场热议 - 因下调业绩预期且CEO更迭加剧市场对竞争的担忧，股价下跌nL6N44W0ES** Adobe IncADBE.O:热点 - 公司任命内部人士阿尼尔·查克拉瓦尔蒂为首席执行官后股价下跌nL6N44W0H1** 艾奥尼斯制药公司IONS.O：热点 - 因美国食品药品监督管理局批准罕见脑部疾病治疗药物，股价上涨nL4N44W0PW** Trade Desk IncTTD.O:热点 - 宣布将裁员约15%，股价上涨nL6N44W0LC** Zscaler IncZS.O:热点 - 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Desk將裁員約15%，股價上漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2664033528","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664033528?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 18:17","pubTimestamp":1788517078,"startTime":"0","endTime":"0","summary":"BUZZ-Trade Desk将裁员约15%，股价上涨9月4日-** 广告技术公司Trade Desk的TTD.O股价在盘前交易中上涨2.7%，至15.50美元** 该公司表示将在2026年第三季度裁员约15%** 预计现金重组费用为3900万至5100万美元，用于支付遣散费、福利及相关成本** 截至2025年12月31日，该公司共有3,843名全职员工** 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Desk預計重組費用現金支出3900萬至5100萬美元，涉及遣散費及福利——源自SEC文件","url":"https://stock-news.laohu8.com/highlight/detail?id=1120365047","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120365047?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 18:07","pubTimestamp":1788516450,"startTime":"0","endTime":"0","summary":"根据美国证券交易委员会（SEC）提交的公开文件，Trade Desk Inc. 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09:01","pubTimestamp":1788483665,"startTime":"0","endTime":"0","summary":"策略参考若投资者同样认为PLTR中长期上涨空间有限，可考虑选取190.0以上的虚值CALL进行卖出收租，或使用190.0/260.0的看涨价差策略以降低单腿裸卖带来的保证金占用与尾部风险。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B19Z9Z06.USD","PTIR","BK4585","PLYY","AIPI","IGV","BK4023","PLTU","IE00B19Z9P08.USD","PLTA","PLTG","SHLD","IE00B894F039.SGD","BK4588","EYES","SPLTRmain","IE00BZ9MQY76.HKD","PLOO","LU1861559042.SGD","PLTR","PLTL","BK4547","PLTI","BK4613","PLTW","GUNZ","PLTY","PLTZ","BK4543","PLTD","PLT","LU1861558580.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664807842","title":"Snowflake：產品管理執行副總裁Kleinerman 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03:10","pubTimestamp":1788462648,"startTime":"0","endTime":"0","summary":"BUZZ-前瞻：Docusign股价在季度财报公布前走高，财报将于美股收盘后发布9月3日-** Docusign（DOCU.O）股价周四上涨约0.7%，市场预计该公司将在美股收盘后公布的季度财报中报告营收和每股收益均有所增长** 投资者可能将关注营收增长及该公司的年度业绩预测** 据伦敦证券交易所集团（LSEG）预测，这家电子签名软件提供商的第二季度营收预计将从8.0064亿美元增至8.674亿美","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260903:nL4S44V1KE:1","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":null,"symbols":["IE00BKPKM429.USD","SG9999014005.SGD","LU2095319765.USD","IE00B64PRP62.GBP","IE00BQXX3D17.EUR","BK4613","DOCU","IE00BGHQF748.EUR","IE00BN0W2T93.GBP","NDAQ","BK4588","IE00BQXX3C00.GBP","IE00BN0W2W23.USD","BK4528","SG9999014013.SGD","SG9999014021.USD","BK4112","BK4023","IE00B3QW5Z07.USD","IE00BQXX3F31.USD","LU0314104364.USD","BK4585","LU2210150020.SGD","BCDF","LU2210149790.SGD","SG9999014039.USD","IE00BN0W2V16.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664805716","title":"Cloudflare Inc(NET)股票9月3日盤中上漲4.19%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2664805716","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664805716?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 01:16","pubTimestamp":1788455768,"startTime":"0","endTime":"0","summary":"• Cloudflare 扩展了其平台，以安全地支持 Cursor 云端智能体。\n• 美联储的鸽派表态与 Snowflake 财报推动科技股走高。\n• Cloudflare 报告年营收达 21.7 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Inc(SNOW)股票9月3日盤中上漲20.76%：真相來了","url":"https://stock-news.laohu8.com/highlight/detail?id=2664037188","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664037188?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 00:16","pubTimestamp":1788452190,"startTime":"0","endTime":"0","summary":"• Snowflake第二季度业绩超出预期，产品收入加速增长，营业利润率持续扩大。\n• 管理层上调了2027财年全年的产品收入及营业利润率指引。\n• 企业对生成式AI工具的采用推动了平台消耗量与客户增量的提升。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262149463-market-movers-snow-20260903","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":["WISE","CLOU","SNOU","LU1852331112.SGD","LU1951200564.SGD","DAT","LU2290526834.HKD","LU1992135399.USD","LU1951198990.SGD","LU2473716301.USD","XDAT","LU1861215975.USD","BK4548","LU2322448957.HKD","LU2250418816.HKD","BK4613","LU0082616367.USD","LU2322448791.USD","LU2360107168.USD","LU2272731782.SGD","LU0056508442.USD","LU2272731865.HKD","BK4607","LU0889565833.HKD","LU1992135472.HKD","BK4585","BK4551","SNOW","LU0109392836.USD","LU2272731600.USD","LU1803068979.SGD","LU0719512351.SGD","SNOY","BK4535","BK4559","BK4532","BK4581","BK4588","LU0097036916.USD","LU1923623000.USD","BK4554","LU2360106780.USD","BK4116","LU1861220033.SGD","BK4505","BK4503"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664780385","title":"賽富時(CRM)股票9月3日盤中上漲3.07%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2664780385","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664780385?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 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技术指标显示处于超买状态，同时伴有强劲的看涨动能。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240229/49830475a12bc27b8a5feefd28d451c3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240229/49830475a12bc27b8a5feefd28d451c3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262149355-market-movers-crm-20260903","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":["LU0648001328.SGD","LU0289739343.SGD","IE00B19Z8W00.USD","LU1496350502.SGD","LU0719512351.SGD","LU1989764664.SGD","IE00B19Z8X17.USD","LU0081259029.USD","LU0006306889.USD","LU1823568750.SGD","LU1496350171.SGD","IE00BQXX3C00.GBP","LU0289961442.SGD","LU0980610538.SGD","BK4567","LU1064131342.USD","LU0528227936.USD","LU1046421795.USD","LU0048573561.USD","BK4588","LU0052756011.USD","LU1548497426.USD","LU0130517989.USD","LU0211328371.USD","LU1551013425.SGD","LU1951198990.SGD","LU1988902786.USD","IE00BQXX3D17.EUR","LU0820561909.HKD","LU1720051108.HKD","BK4561","LU1803068979.SGD","LU2247934214.USD","LU1235294995.USD","LU2458330169.SGD","BK4607","BK4608","CRMG","LU0130102774.USD","BK4613","BK4598","BK4585","LU0124676726.USD","LU1316542783.SGD","BK4023","LU0130518102.USD","LU0820562030.AUD","BK4534","BK4579","LU0069063385.USD","LU2357305700.SGD","LU2361045086.USD","IE00BQXX3F31.USD","LU1951200564.SGD","BK4528","LU0130103400.USD","LU0689472784.USD","LU0889566641.SGD","LU0477156797.USD","LU1201861165.SGD","LU0689626769.HKD","LU1791710582.SGD","LU2087625088.SGD","LU2361044949.HKD","BK4543","LU1267930490.SGD","LU2265009873.SGD","LU2244417387.USD","BK4548","LU0234570918.USD","LU0353189763.USD","BK4532","IE00BKVL7J92.USD","LU0157215616.USD","IE00BJTD4N35.SGD","LU0127658192.USD","LU2236285917.USD","LU1814569148.SGD","LU0106261372.USD","LU2461242641.AUD","LU0889565833.HKD","LU0820561818.USD","LU0082616367.USD","LU0742534661.SGD","LU0792757196.USD","LU1989764748.USD","LU0057025933.USD","BK4527","LU0310800965.SGD","LU2286300806.USD","LU1366333091.USD","IE00BZ1G4Q59.USD","LU0642271901.SGD","CRM","LU0943347566.SGD","IE00BJTD4V19.USD","LU0109392836.USD","LU1267930227.SGD","LU2756315318.SGD","LU1720051017.SGD","LU2458330243.SGD","LU0511384066.AUD","LU0477156953.USD","LU0187121727.USD","BK4538","LU0251142724.SGD","LU0354030438.USD","LU0648000940.SGD","LU0267386448.USD","LU0310799852.SGD","LU0198837287.USD","LU1551013342.USD","LU0128525689.USD","BK4581","LU0238689110.USD","LU1267930813.SGD","LU2361044865.SGD","LU2756315664.SGD","LU0314104364.USD","LU0354030511.USD","BK4535","LU0557290698.USD","LU2264538146.SGD","LU1923623000.USD","LU0251131958.USD","LU1201861249.SGD","LU0472753341.HKD","IE00B19Z9505.USD","BK4505","BK4550","LU0353189680.USD","LU1791710400.SGD","LU0234572021.USD","LU1804176565.USD","LU0211327993.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664808321","title":"美股異動｜Q2業績超預期，Snowflake大升逾21%，領升AI應用軟件股","url":"https://stock-news.laohu8.com/highlight/detail?id=2664808321","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664808321?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 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22:16","pubTimestamp":1788444994,"startTime":"0","endTime":"0","summary":"• 受机构对企业软件需求复苏推动，SAP 股价盘中走高。\n• 云转型势头与生成式 AI 的融入进一步巩固了 SAP 的基本面前景。\n• 股票回购与具备吸引力的估值比率为投资者提供了额外的上涨支撑。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262149229-market-movers-sap-20260903","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":["SAP","BK4585","BK4613","BK4588","BK4023","BK4528"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664187434","title":"「大空頭」伯裏再次炮轟：Palantir是靠AI泡沫吹起來的諮詢公司，估值或跌破1000億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664187434","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664187434?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 22:11","pubTimestamp":1788444690,"startTime":"0","endTime":"0","summary":"伯里表示，Palantir更像是一家咨询公司，而非纯粹的软件企业。商业模式方面，伯里重点质疑了Palantir的递延收入结构。股权激励与税收争议伯里还批评了Palantir的股权激励计划及其相关的税收优惠。他还指出，Palantir在2025年仅回购约7500万美元股票后，便取消了10亿美元的股票回购授权。Palantir披露，2025年相关支出达1720万美元，较上年的770万美元大幅增长。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/9d14d8b921ee4f715c4719933e860c04","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/9d14d8b921ee4f715c4719933e860c04"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1491737.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"“大空头”伯里再次炮轰：Palantir是靠AI泡沫吹起来的咨询公司，估值或跌破1000亿美元","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SHLD","PLOO","PLTY","PLTU","BK4543","BK4588","IE00B894F039.SGD","PLT","PLTW","IE00BZ9MQY76.HKD","PLTR","GUNZ","IE00B19Z9P08.USD","LU1861558580.USD","PLTD","IGV","PLTG","PLTA","PLTZ","BK4547","PTIR","IE00B19Z9Z06.USD","LU1861559042.SGD","PLTI","EYES","PLYY","PLTL","BK4613","BK4023","AIPI","BK4585"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":6,"totalSize":192,"code":"91000000","status":"200"}]}}