美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Fidelity MSCI Industrials Index

90.29

+0.71000.79%

成交量：4.14萬

成交額：372.70萬

市值：22.21億

市盈率：- -

高：90.32

開：90.10

低：89.69

收：89.58

52周最高：100.00

52周最低：78.27

股本：2,460.00萬

流通股本：2,460.00萬

量比：0.27

換手率：0.17%

股息：0.90

股息率：1.00%

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

大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急

大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急

AI算力資本開支估算：3-4萬億美元算得出來，但兑現條件極其苛刻

大跌之後如何收復失地？

興證策略：大跌之後如何收復失地三類典型案例

东方财富网

國信策略：再議科技M頂科技第二波何時來？

大跌之後如何收復失地？

雪佛龍預計年末資本開支將落在 180‑190 億美元指引區間的下限。

EUTELSAT：2027年至2034年期間，將向IRIS²共享基礎設施投資22.3億歐元，並向商業基礎設施投資11.6

京東方A：未來隨着公司投資規模的下降，公司資本開支金額也將在2025年的基礎上逐漸降低

AAOI二季度營收按年增86.4%，數據中心收入破億，需求超出產能20%，下半年資本開支將持續加碼

华尔街见闻

Chesapeake Utilities 2026年第二季度財報：資本開支指引上調1億美元

TradingKey中文

西方石油公司預計 2027 年資本開支起步規模為 59 億美元，產量維持持平。

得州州長：TeraFab一期資本開支達 168 億美元。

Evergy 在電話會議中表示，預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。

印度市場監管機構提議允許基礎設施投資信託和房地產投資信託在不持有控股權的前提下投資在建項目。

【券商聚焦】華泰證券維持國泰航空（00293）買入評級指客貨運需求強勁

AI收入佔三成，資本開支卻吃掉86%：SpaceX的賬本正在分裂

科技調整接近尾聲？下一階段如何配置？

华尔街见闻

亞洲科技股重挫25-30%，市場定價「EPS下調或資本開支削減」！摩根大通預測：恰恰相反

华尔街见闻

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/stock/FIDU/news?page=6"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"FIDU","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FIDU\",,,,,undefined,":{"symbol":"FIDU","market":"US","secType":"STK","nameCN":"Fidelity MSCI Industrials Index","latestPrice":90.29,"timestamp":1789571967696,"preClose":89.58,"halted":0,"volume":41375,"delay":0,"changeRate":0.007925876311676803,"floatShares":24600000,"shares":24600000,"eps":0,"marketStatus":"交易中","change":0.71,"latestTime":"09-16 11:19:49 EDT","open":90.1,"high":90.32,"low":89.685,"amount":3726964.8375,"amplitude":0.007089,"askPrice":90.34,"askSize":90,"bidPrice":90.29,"bidSize":990,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1789588800000},"marketStatusCode":2,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":89.58,"sharesOutstanding":21150000,"nav":90.50302,"aum":2212543979.05,"dividendRate":0.010021,"bidAskSpread":0.000613,"preHourTrading":{"tag":"盘前","latestPrice":89.5,"preClose":89.58,"latestTime":"07:15 EDT","volume":51,"amount":4564.58007,"timestamp":1789557339190,"change":-0.08,"changeRate":-0.000893,"amplitude":0.000893},"postHourTrading":{"tag":"盘后","latestPrice":89.58,"preClose":89.58,"latestTime":"19:30 EDT","volume":1893011,"amount":170221996.9419,"timestamp":1789515005783,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.274513,"impliedVol":0.1291,"impliedVolPercentile":0.2032},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FIDU\",,,,,undefined,":{"symbol":"FIDU","floatShares":24600000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.274513,"shares":24600000,"dividePrice":0.9048,"high":90.32,"amplitude":0.007089,"preClose":89.58,"low":89.685,"week52Low":78.27,"pbRate":"--","week52High":100,"institutionHeld":0,"latestPrice":90.29,"committee":0.833333,"eps":0,"divideRate":0.010021,"volume":41375,"delay":0,"ttmEps":0,"open":90.1,"prevYearClose":82.48,"prevWeekClose":91.58,"prevMonthClose":92.82,"prevQuarterClose":99.61,"fiveDayClose":91.47,"twentyDayClose":97.47,"sixtyDayClose":98.2},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/FIDU\",params:#limit:5,,,undefined,":[{"date":"2026-06-18","symbol":"FIDU","amount":0.213,"announcedDate":"2026-06-17","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-06-18","defaultRemindTime":1781789400000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-06-23","payableDate":"2026-06-18","currency":"USD","dateTimestamp":1781755200000,"payDate":"2026-06-23"},{"date":"2026-03-20","symbol":"FIDU","amount":0.265,"announcedDate":"2026-03-19","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-03-20","defaultRemindTime":1774013400000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-03-24","payableDate":"2026-03-20","currency":"USD","dateTimestamp":1773979200000,"payDate":"2026-03-24"},{"date":"2025-12-19","symbol":"FIDU","amount":0.143,"announcedDate":"2025-12-18","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-19","defaultRemindTime":1766154600000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-23","payableDate":"2025-12-19","currency":"USD","dateTimestamp":1766120400000,"payDate":"2025-12-23"},{"date":"2025-09-19","symbol":"FIDU","amount":0.28,"announcedDate":"2025-09-18","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-19","defaultRemindTime":1758288600000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-23","payableDate":"2025-09-19","currency":"USD","dateTimestamp":1758254400000,"payDate":"2025-09-23"},{"date":"2025-06-20","symbol":"FIDU","amount":0.212,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-20","defaultRemindTime":1750426200000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-06-24","payableDate":"2025-06-20","currency":"USD","dateTimestamp":1750392000000,"payDate":"2025-06-24"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"FIDU\",market:\"US\",,,undefined,":[{"executeDate":"2016-09-16","recordDate":"2016-09-20","paymentDate":"2016-09-22","value":0.146,"currency":"USD"},{"executeDate":"2016-12-16","recordDate":"2016-12-20","paymentDate":"2016-12-22","value":0.135,"currency":"USD"},{"executeDate":"2017-03-17","recordDate":"2017-03-21","paymentDate":"2017-03-23","value":0.155,"currency":"USD"},{"executeDate":"2017-06-16","recordDate":"2017-06-20","paymentDate":"2017-06-22","value":0.13,"currency":"USD"},{"executeDate":"2017-09-15","recordDate":"2017-09-18","paymentDate":"2017-09-20","value":0.204,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"FIDU\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"FIDU\",pageSize:20,pageCount:6,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2658609487","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658609487","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658609487?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:43","pubTimestamp":1786326210,"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":["FIDU","BK4588","DVIN","PJFM","PSCI","REGS","UXI","BK4585","VIS","MADE","TRUI","IYJ","XLIX","FRTY","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658091876","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658091876","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658091876?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:43","pubTimestamp":1786326210,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利最新发布的全球云资本支出追踪报告显示，全球最大超大规模云厂商的资本开支并未放缓，预计2027年同比增幅将达29%。摩根士丹利指出，市场对2027年云资本开支的一致预期为1.2万亿美元，但该预测可能偏保守，实际支出规模或攀升至1.4万亿美元。微软Azure营收同比增速达43%，谷歌云营收飙升82%，亚马逊AWS营收增长37%，创下18个季度以来最大增幅。","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/1477793.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":["XLII","UXI","BK4585","TRUI","PSCI","REGS","BK4588","VIS","FRTY","PJFM","XLIX","DVIN","FIDU","IYJ","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658606037","title":"AI算力資本開支估算：3-4萬億美元算得出來，但兑現條件極其苛刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2658606037","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658606037?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:26","pubTimestamp":1786325182,"startTime":"0","endTime":"0","summary":"全球AI资本开支未来空间沙盘推演","market":"us","thumbnail":"https://img3.gelonghui.com/273f6-83f32811-7fd3-47a0-91f8-941e4a48321a.jpg?guru_height=3584&guru_width=5376&guru_size=1012834","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/273f6-83f32811-7fd3-47a0-91f8-941e4a48321a.jpg?guru_height=3584&guru_width=5376&guru_size=1012834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5972092","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":"gelonghui_highlight","symbols":["XLII","FIDU","IYJ","VIS","UXI","FRTY","WISE","XLIX","DVIN","BK4588","AIO","TRUI","REGS","PJFM","BK4585","MADE","WDAI","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658672048","title":"大跌之後如何收復失地？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658672048","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658672048?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 20:41","pubTimestamp":1786279266,"startTime":"0","endTime":"0","summary":"三类典型案例","market":"fut","thumbnail":"https://img3.gelonghui.com/27935-bb924718-2ea6-4c40-8801-25829e49776e.jpg?guru_height=803&guru_width=1280&guru_size=117704","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/27935-bb924718-2ea6-4c40-8801-25829e49776e.jpg?guru_height=803&guru_width=1280&guru_size=117704"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5971087","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":"gelonghui_highlight","symbols":["AGIX","TRUI","REGS","IYJ","AIPO","PJFM","PSCI","QTOC","BK4585","FIDU","MADE","XLII","UXI","VIS","XLIX","ARTY","DVIN","FRTY","CHAT","VTHR","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658674729","title":"興證策略：大跌之後如何收復失地 三類典型案例","url":"https://stock-news.laohu8.com/highlight/detail?id=2658674729","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658674729?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 17:00","pubTimestamp":1786266015,"startTime":"0","endTime":"0","summary":"上周周报我们强调，此前的大跌改变的是股价位置、估值和筹码层面的分化，但没有改变的是景气层面的分化。当前优质硬科技龙头已经具备较高的配置性价比。本周，随着流动性和情绪的扰动过去、基本面定价权重提升，市场已经在逐步交易这种配置性价比的提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1344,202608093835928089.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1344,202608093835928089.html","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":"east_money_stock","symbols":["QTOC","IYJ","DVIN","ARTY","PSCI","XLII","AGIX","FIDU","VTHR","MADE","UXI","PJFM","VIS","REGS","XLIX","BK4585","BK4588","FRTY","AIPO","CHAT","TRUI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658998674","title":"國信策略：再議科技M頂 科技第二波何時來？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658998674","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658998674?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 16:30","pubTimestamp":1786264200,"startTime":"0","endTime":"0","summary":"6月下旬以来电子、通信等AI科技板块大幅调整，近期行情有所企稳，很多投资者对科技的第二波行情何时启动讨论升温。那么历史上高景气行业M顶的第二波行情如何演绎？AI科技行情第二波机会启动需要关注什么？M顶绝对高点形成主因产业不利变化压缩远期预期，且交易趋于极致。AI算力硬件等领域或已处M顶区域，第二波行情启动条件正在逐步累积。","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://finance.sina.com.cn/stock/bxjj/2026-08-09/doc-inimtchr5639219.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":["FIDU","MADE","IYJ","FRTY","BK4588","REGS","XLIX","UXI","DVIN","XLII","PSCI","VIS","159982","TRUI","399300","ARTY","PJFM","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658778266","title":"大跌之後如何收復失地？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658778266","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658778266?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 00:00","pubTimestamp":1786204800,"startTime":"0","endTime":"0","summary":"三类典型案例","market":"fut","thumbnail":"/images/default-image.jpg","type":0,"news_type":0,"thumbnails":["/images/default-image.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5971087","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":"gelonghui_subject4","symbols":["XLIX","BK4585","CHAT","DVIN","MADE","REGS","UXI","FIDU","AIPO","QTOC","VIS","BK4588","TRUI","XLII","IYJ","FRTY","AGIX","PJFM","PSCI","VTHR","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657625931","title":"雪佛龍預計年末資本開支將落在 180‑190 億美元指引區間的下限。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657625931","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657625931?lang=zh_tw&edition=fundamental","pubTime":"2026-08-08 03:44","pubTimestamp":1786131880,"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":["LU1116320901.HKD","REGS","FENY","LU2133065610.SGD","WEEI","LU1430594728.SGD","LU1162221912.USD","LU0368265418.SGD","LU0208291251.USD","VIS","LU0320765489.SGD","MADE","FRTY","BK4581","LU0456854461.SGD","GXPE","TRUI","LU0256331488.USD","TRUN","XLE","PSCI","IE00B19Z3581.USD","LU2381873111.SGD","IYE","IYJ","IXC","TEXU","XLII","IE000M9KFDE8.USD","LU0640476718.USD","PJFM","FTXN","DIG","LU2129689605.HKD","UXI","IGE","CVX","XLIX","IE00B19Z3B42.SGD","VDE","LU0266512127.USD","DVIN","IE0002270589.USD","LU0256863811.USD","ERX","FIDU","LU2237438978.USD","LU0278409577.USD","LU0868494617.USD","DRLL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657646043","title":"EUTELSAT：2027年至2034年期間，將向IRIS²共享基礎設施投資22.3億歐元，並向商業基礎設施投資11.6","url":"https://stock-news.laohu8.com/highlight/detail?id=2657646043","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657646043?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:10","pubTimestamp":1786108251,"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":["IUSA","FIDU","FXE","BK4588","ERH","HVAC","PSCM","VOE","DGLO","BK4123","BK4129","DOCK","VRAI","SLX","ISTM","PPI","RJZ","GARA","DUSL","BCIM","RSPN","TXS","AMER","XLIX","BK4585","NBIE","BK4570","DFRA","HALX","ABLD","IVRA","BK4582","CGW","ARCAY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657641532","title":"京東方A：未來隨着公司投資規模的下降，公司資本開支金額也將在2025年的基礎上逐漸降低","url":"https://stock-news.laohu8.com/highlight/detail?id=2657641532","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657641532?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:05","pubTimestamp":1786107900,"startTime":"0","endTime":"0","summary":"京东方A在接受调研时表示，未来，随着公司存量产线折旧持续减少，在建产线项目综合考虑产能爬坡情况分阶段进行转固，公司总体折旧金额将在2025年的基础上开始下降。资本开支方面，显示行业已从大规模扩产的高速发展阶段逐步进入成熟期，未来随着公司投资规模的下降，公司资本开支金额也将在2025年的基础上逐渐降低。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-07/doc-inimpfya9826264.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-07/doc-inimpfya9826264.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":["LU1655091616.SGD","BK0196","BK0108","LU1979443071.USD","XLII","BK4588","000725","LU2663582299.SGD","BK0028","TRUI","PJFM","IYJ","BK0152","BK0183","LU1781817850.SGD","REGS","LU1508157978.USD","LU1934453819.USD","VIS","DVIN","BK4585","BK0109","PSCI","LU1808992512.USD","MADE","XLIX","BK0188","UXI","FIDU","FRTY","LU1580142542.USD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657955846","title":"AAOI二季度營收按年增86.4%，數據中心收入破億，需求超出產能20%，下半年資本開支將持續加碼","url":"https://stock-news.laohu8.com/highlight/detail?id=2657955846","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657955846?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 11:52","pubTimestamp":1786074761,"startTime":"0","endTime":"0","summary":"美国光通信制造商AAOI二季度营收1.919亿美元，同比暴增86%，数据中心业务首破亿元大关，800G产品收入环比翻倍。更关键的是，1.6T产品即将完成客户认证并启动出货，管理层描绘的2027年中路径显示，数据中心收发器月收入或达4.71亿美元。需求端已不是问题——客户订单超出供应能力20%至40%，产能能否按时兑现才是问题。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778920","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI","FMET","XLIX","SKYY","DVIN","HPEL","FIDU","WISE","XLII","AIO","BLOK","REGS","VIS","WPAI","CLOU","IYJ","UXI","PJFM","DTCR","MADE","PBOT","AIBU","FRTY","CLDL","IDGT","FCLD","PSCI","TRUI","AIFD","WDAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657666089","title":"Chesapeake Utilities 2026年第二季度財報：資本開支指引上調1億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2657666089","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657666089?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 05:52","pubTimestamp":1786053142,"startTime":"0","endTime":"0","summary":"Chesapeake Utilities 2026年第二季度营收2.019亿美元，同比增长约4.7%；净利润2540万美元，稀释EPS为1.05美元。公司将2026年资本开支指引上调1亿美元至5.50亿至6.00亿美元。","market":"sg","thumbnail":"https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/earnings/262086074-tradingkey","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":["FRTY","MADE","XLII","UXI","VIS","PSET","IYJ","PJFM","DVIN","FIDU","SQMX","TRUI","PSCI","REGS","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657659577","title":"西方石油公司預計 2027 年資本開支起步規模為 59 億美元，產量維持持平。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657659577","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657659577?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 01:22","pubTimestamp":1786036928,"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":["REGS","DVIN","VIS","XLII","IYJ","BK4201","PSCI","OILT","BK4559","BK4588","FIDU","XLIX","OXY","UXI","TRUI","BK4585","PJFM","MADE","FRTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657163727","title":"得州州長：TeraFab一期資本開支達 168 億美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657163727","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657163727?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 22:03","pubTimestamp":1786025008,"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":["VIS","PJFM","FIDU","MADE","XLIX","BK4585","IYJ","XLII","FRTY","PSCI","UXI","TRUI","BK4588","DVIN","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657634025","title":"Evergy 在電話會議中表示，預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657634025","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657634025?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:12","pubTimestamp":1786021935,"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":["TRUI","BK4585","DVIN","FIDU","BK4588","IYJ","XLII","PSCI","XLIX","PJFM","UXI","REGS","VIS","FRTY","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657870086","title":"印度市場監管機構提議允許基礎設施投資信託和房地產投資信託在不持有控股權的前提下投資在建項目。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657870086","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657870086?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 18:46","pubTimestamp":1786013180,"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":["DTRE","INDE","PPI","IQRA","IUSA","RSPN","VOE","AVRE","INDL","FIDU","VGSR","ERH","RJZ","IVRA","RWO","AMER","FREI","GRI","GLIN","NETL","RNTY","SMIN","ARCAY","BCIM","INCO","REAI","INDS","SPRE","XLIX","KBWD","HALX","HIPS","INDY","SPHD","DFRA","IND","NDIA","IDGT","SLX","ALTY","INQQ","BLDG","CSRE","DPRE","ABLD","JPRE","FLIBF","XSHD","IYLD","MDIV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657681510","title":"【券商聚焦】華泰證券維持國泰航空（00293）買入評級 指客貨運需求強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2657681510","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657681510?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 17:17","pubTimestamp":1786007855,"startTime":"0","endTime":"0","summary":"业绩表现优异，主因客货运内生需求强劲，且中东局势令旅客经香港中转，助力公司有效应对高油价，同时所持国航权益摊薄带来一次性收益14亿港元。旗下香港快运通过丰富航线网络等措施，客座率提升2.0个百分点至80.9%，单位客公里收益同比增长25.7%，营收同比大幅提升37.8%，EBIT亏损由5.24亿港元大幅收窄至0.73亿港元。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987645","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":["FTXR","TPOR","XTN","DOCK","00293","KCE","FIDU","IYT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657922529","title":"AI收入佔三成，資本開支卻吃掉86%：SpaceX的賬本正在分裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2657922529","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657922529?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:00","pubTimestamp":1785934838,"startTime":"0","endTime":"0","summary":"据公司二季度季报，SpaceX 在 2026 年 6 月完成首次公开募股。随后交出的这份上市后首份二季度报告，把太空、Link和 AI 并排写进公开财报。现在，原本藏在内部的投入取舍，也有了可以核对的数字。最容易吸走目光的，是 AI 的增速。不过，据公司二季度业绩附件，AI 分部贡献了合并收入的 32.8%，却占当季资本开支的 86.2%。收入与资本开支没有朝同一处倾斜，这才是这份财报最值得拆开的地方。SpaceX 的新账本已经分成两页。","market":"hk","thumbnail":"https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7667693","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/7667693","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":["SPCM","LOFF","VTHR","CHAT","SPAL","XLII","TRUI","LU2360107168.USD","UFO","SNK","SPCH","PSCI","SPAX","QTOC","BK4585","XLIX","DVIN","FIDU","SPCX","SSPC","LU1861559042.SGD","WSPC","REGS","VIS","BK4588","MADE","PJFM","ORBX","SPCF","SPCU","SPCG","LU2290526834.HKD","ARTY","IYJ","LU1861215975.USD","AIPO","MARS","UXI","SPCQ","XOVR","LU1861220033.SGD","FRTY","LU1861558580.USD","BK4089","BK4615","AGIX","WARP","DXYZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657511762","title":"科技調整接近尾聲？下一階段如何配置？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657511762","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657511762?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 16:26","pubTimestamp":1785918406,"startTime":"0","endTime":"0","summary":"国金证券认为，随着韩国去杠杆、美联储鹰派预期、中东地缘风险等扰动缓解，6月以来全球AI资产调整正接近尾声。AI投资逻辑也将从“资本开支驱动”转向“盈利兑现驱动”，未来配置重点应聚焦投资回报率持续提升、能够将算力投入转化为收入、利润和现金流的企业，而非单纯扩大资本开支的公司。","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://wallstreetcn.com/articles/3778737","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":["PSCI","US5Y.BOND","XLII","US10Y.BOND","AGIX","MADE","VIS","BK4585","CHAT","BK4588","AIPO","US7Y.BOND","DVIN","US6M.BOND","US2Y.BOND","US3Y.BOND","ARTY","UXI","US12M.BOND","TRUI","XLIX","REGS","US30Y.BOND","FRTY","FIDU","PJFM","QTOC","IYJ","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657592594","title":"亞洲科技股重挫25-30%，市場定價「EPS下調或資本開支削減」！摩根大通預測：恰恰相反","url":"https://stock-news.laohu8.com/highlight/detail?id=2657592594","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657592594?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:06","pubTimestamp":1785899179,"startTime":"0","endTime":"0","summary":"摩根大通力排众议，宣布当前是买入亚洲科技股的时机。该行指出，亚洲科技股及费城半导体指数累计下跌25%-30%，但基本面毫无恶化迹象——AI扩展定律完好、超大规模云服务商资本开支2027年将飙至1.49万亿美元、合同积压规模创历史新高，EPS仍将持续上调。市场的悲观定价，或正是最佳买点。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778714","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":["REGS","SPWO","FIDU","DVIN","XLII","FLAX","IYJ","AAXJ","MADE","PGF","VIS","FRTY","XLIX","XSOE","PSCI","TRUI","PJFM","UXI"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":6,"totalSize":200,"code":"91000000","status":"200"}]}}