美股詳情

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

INVESCO AI AND NEXT GEN SOFTWARE ETF

93.71

+0.87000.94%

盤後：93.710.00000.00%19:30 EDT

成交量：24.68萬

成交額：2,322.71萬

市值：12.62億

市盈率：11.93

高：95.11

開：94.22

低：92.75

收：92.84

52周最高：109.32

52周最低：52.90

股本：1,347.00萬

流通股本：1,347.00萬

量比：2.11

換手率：1.83%

股息：0.01

股息率：0.01%

每股收益(TTM):7.85

每股收益(LYR):6.94

淨資產收益率：61.83%

總資產收益率：-0.02%

市淨率：1.44

市盈率(LYR):13.50

資料載入中...

總覽公司新聞資訊公告

分析師：OpenAI 和 Anthropic 或佔三大雲廠商 AI 收入 70% 以上，數據中心投資高度集中風險凸顯

中國銀河證券：AI資本開支二階導增長，產業敍事有望再強化

生成式人工智能應防止生成性別歧視內容

卡什卡里：數據中心投資近期成為推升通脹的新增需求因素。

多家科技巨頭財報超預期、AI資本開支高增！科創半導體設備ETF華泰柏瑞(588710)連續9個交易日獲35億資金加倉

市場消息：OpenAI 首席執行官山姆・奧特曼將於本周與白宮官員懷爾斯會面，磋商人工智能監管框架落地前相關事宜。奧特曼將

軟件即服務提供商Upland Software發布CEO公開信明確AI驅動型增長戰略

环球市场播报

貝萊德與Meta將在埃爾帕索數據中心投資超100億美元，將創造4000個建築崗位與300個運營崗位。

OpenAI首席執行官山姆·奧特曼赴華盛頓就人工智能監管政策與美官員會談

环球市场播报

港股異動 | PCB概念全線重挫 AI資本開支預期已現裂痕 PCB行業分化即將加速

上海：新增16款已完成備案的生成式人工智能服務

中金：AI資本開支催生3.5萬億美元融資需求債務償還能力成關鍵考驗

【券商聚焦】中金公司：AI資本開支未來五年有望創造約3.5萬億美元的外部融資需求

AI資本開支承壓，美股科技七巨頭一夜市值蒸發8000億美元！地緣推升布油重返100美元，芯片板塊現極致分化

中金：AI資本開支催生3.5萬億美元融資需求債務償還能力成關鍵考驗

ETF異動 | AI資本開支預期提振韓股南方兩倍做多海力士(07709)午後一度升逾11%

SpaceX股價跌超5%再創歷史新低！擬在德州新建數據中心，大摩警告xAI資本開支或達到1200億美元

TradingKey中文

據報OpenAI將到2030年的雲計算支出規模升至7500億美元

OpenAI推出OpenAI Presence，佈局企業軟件賽道

據市場消息，OpenAI即將推出一款名為OpenAI Presence的新企業軟件。

{"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/IGPT/news?page=3"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"IGPT","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"IGPT\",,,,,undefined,":{"symbol":"IGPT","market":"US","secType":"STK","nameCN":"INVESCO AI AND NEXT GEN SOFTWARE ETF","latestPrice":93.71,"timestamp":1789588800000,"preClose":92.84,"halted":0,"volume":246774,"hourTrading":{"tag":"盘后","latestPrice":93.71,"preClose":93.71,"latestTime":"19:30 EDT","volume":21,"amount":1965.59,"timestamp":1789601405640,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":0.009370960792761637,"floatShares":13470000,"shares":13470000,"eps":7.853812,"marketStatus":"未開盤","change":0.87,"latestTime":"09-16 16:00:00 EDT","open":94.22,"high":95.11,"low":92.75,"amount":23227128.94392,"amplitude":0.02542,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":7.853812,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789632000000},"marketStatusCode":0,"adr":0,"listingDate":1737349200000,"exchange":"ARCA","adjPreClose":92.84,"sharesOutstanding":11160000,"nav":92.74719,"aum":1260434312.1,"dividendRate":0.000107,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":92.533,"preClose":92.84,"latestTime":"08:30 EDT","volume":12,"amount":1247.1729599999999,"timestamp":1789561848984,"change":-0.307,"changeRate":-0.003307,"amplitude":0.003307},"postHourTrading":{"tag":"盘后","latestPrice":93.71,"preClose":93.71,"latestTime":"19:30 EDT","volume":21,"amount":1965.59,"timestamp":1789601405640,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":2.113316,"impliedVol":0.2879,"impliedVolPercentile":0.736},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"IGPT\",,,,,undefined,":{"symbol":"IGPT","floatShares":13470000,"roa":"-0.02%","roe":"61.83%","lyrEps":6.940719,"volumeRatio":2.113316,"shares":13470000,"dividePrice":0.01,"high":95.11,"amplitude":0.02542,"preClose":92.84,"low":92.75,"week52Low":52.9,"pbRate":"1.44","psRate":"411.62","week52High":109.32,"institutionHeld":0,"latestPrice":93.71,"eps":7.853812,"divideRate":0.000107,"volume":246774,"delay":0,"ttmEps":7.853812,"open":94.22,"prevYearClose":59.47,"prevWeekClose":95.73,"prevMonthClose":92.03,"prevQuarterClose":104.1,"fiveDayClose":96.89,"twentyDayClose":92.16,"sixtyDayClose":108.11},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/IGPT\",params:#limit:5,,,undefined,":[{"date":"2025-09-22","symbol":"IGPT","amount":0.00964,"announcedDate":"2025-09-19","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-22","defaultRemindTime":1758547800000,"name":"INVESCO AI AND NEXT GEN SOFTWARE ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-26","payableDate":"2025-09-22","currency":"USD","dateTimestamp":1758513600000,"payDate":"2025-09-26"},{"date":"2025-06-23","symbol":"IGPT","amount":0.01677,"announcedDate":"2025-06-20","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-23","defaultRemindTime":1750685400000,"name":"INVESCO AI AND NEXT GEN SOFTWARE ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-06-27","payableDate":"2025-06-23","currency":"USD","dateTimestamp":1750651200000,"payDate":"2025-06-27"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"IGPT\",market:\"US\",,,undefined,":[{"executeDate":"2016-12-16","recordDate":"2016-12-20","paymentDate":"2016-12-30","value":0.01469,"currency":"USD"},{"executeDate":"2025-06-23","recordDate":"2025-06-23","paymentDate":"2025-06-27","value":0.01677,"currency":"USD"},{"executeDate":"2025-09-22","recordDate":"2025-09-22","paymentDate":"2025-09-26","value":0.00964,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"IGPT\",market:\"US\",delay:false,,,undefined,":{},"@#url:\"https://hq.skytigris.cn/value_analysis/stock/IGPT\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"IGPT","date":"2023-08-30","current":11.931785,"percent":1,"low":-50.618298,"twenty":-50.618298,"median":-50.618298,"eighty":-50.618298,"high":-50.618298,"avg":-50.618298,"sd":0,"marketCap":174487500},"quantilePoints":[{"date":"2023-08-30","current":-50.618298,"twenty":-50.618298,"median":-50.618298,"eighty":-50.618298,"marketCap":174487500}],"updateTime":1789631412171},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"IGPT\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2657991225","title":"分析師：OpenAI 和 Anthropic 或佔三大雲廠商 AI 收入 70% 以上，數據中心投資高度集中風險凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2657991225","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657991225?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:50","pubTimestamp":1785894655,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据科技分析师 Ed Zitron 援引巴克莱、瑞银及富国银行等机构估计，微软、谷歌和亚马逊三大云厂商的AI收入中，来自 OpenAI 和 Anthropic 的算力支出占比可能超过 70%。具体而言，巴克莱分析师 Ross Sandler 估计 2026 年亚马逊AWS的AI收入中约73%来自这两家公司；瑞银分析师 Stephen Ju 估计2026年谷歌云收入中约28%、2027年超48%来自二者；富国银行估计微软 Azure FY2026 约 23%、FY2027 约35%的营收来自这两家AI实验室。\n\n分析指出，AWS 2026 年非 OpenAI/Anthropic 的 AI 收入预计仅约 85 亿美元，而亚马逊当年资本支出预计达 2200 亿美元。谷歌2026年 Vertex AI 平台收入预计约 283 亿美元，但同期OpenAI和Anthropic的算力支出预计超 356 亿美元。微软FY2026 AI收入约 345 亿美元，同期资本支出约 1159 亿美元。该分析引发市场对AI数据中心过度建设及需求可持续性的担忧，并质疑三大云厂商是否应更透明地披露客户收入集中度风险。目前微软、谷歌、亚马逊均未就此公开回应。 ","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.chaincatcher.com/article/2280585","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":["CMAG","MSFC","USMD","DAT","QTOC","SPTE","VTHR","XLKX","RSPT","IGPT","IYW","LRNZ","THNQ","TRFK","TIME","TMGN","AIQD","PQNT","ARTY","JXX","XIGV","TNXT","XPND","BST","TTEQ","MSFO","NULG","KQQQ","TEK","WCLD","XNTK","YNOT","JHMT","ORCX","JGRO","FLCG","AIEQ","TRUT","BCTK","EO","AIPO","FTEC","AIQU","CHAT","PSAI","MSFX","VONG","MAGO","IXN","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656344788","title":"中國銀河證券：AI資本開支二階導增長，產業敍事有望再強化","url":"https://stock-news.laohu8.com/highlight/detail?id=2656344788","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656344788?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 10:12","pubTimestamp":1785723130,"startTime":"0","endTime":"0","summary":"该行认为云厂商的资本开支高增将持续带动上游产业链快速发展，AI资本开支呈现二阶导增长，产业叙事有望再强化。","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":"http://www.zhitongcaijing.com/content/detail/1475090.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":"stock_zhitongcaijing","symbols":["161027","AMZY","BK0188","BK0276","AMZD","PQNT","AMZW","MSFO","IGPT","AZYY","MSFW","AMZP","AQGX","AMZU","WDRN","MSFU","MSFY","BK1564","06881","MSFD","601881","AMZZ","BK1147","MSFL","MSFX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656916943","title":"生成式人工智能應防止生成性別歧視內容","url":"https://stock-news.laohu8.com/highlight/detail?id=2656916943","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656916943?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 04:47","pubTimestamp":1785530820,"startTime":"0","endTime":"0","summary":"《条例》共9章49条，将于今年9月1日起施行。《条例》深度聚焦女性科技人才发展，加大高层次女性人才培养激励力度。值得一提的是，当前，网络服务领域侵害妇女人格权益的问题多发，《条例》明确网络服务提供者和生成式人工智能服务提供者在预防和处置涉侵害妇女合法权益相关内容的职责。同时，《条例》系统构建覆盖女性全生命周期的权益保障体系，充分回应女性不同人生阶段的特殊需求。","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/jjxw/2026-08-01/doc-iniktyyt4144788.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":["GGLS","JHAI","TECB","AQGX","TDCL","TEKY","TMGN","NVC","QQQP","GOGL","METU","FRWD","WPAI","AMZP","FEPI","ROBT","IGPT","SNOY","ADBU","NVDY","PLTU","AIS","GGTL","ALAI","TSEL","QQQM","LQAI","AGIQ","AIVC","AMZZ","VONG","AMZY","THNQ","GOOX","TIME","XAIX","LRNZ","METG","AIO","NVDU","NEWZ","PSAI","AIYY","AIBU","GTEK","FAI","AIEQ","MAGO","AIPI","DRAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655365769","title":"卡什卡里：數據中心投資近期成為推升通脹的新增需求因素。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655365769","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655365769?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 20:01","pubTimestamp":1785499304,"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":["EDGF","CMAG","IYW","RMIF","NULG","CWS","LRNZ","FLCG","BCTK","AIQU","TEK","FLXI","QQQG","CRXP","AIEQ","PSAI","MSFC","JGRO","TRUT","JHMT","IGPT","UNIY","TPLS","TTEQ","USMD","BST","ORCX","FITZ","TIME","ISHG","YNOT","MAGO","XLKX","TRFK","KQQQ","AIQD","BSR","JXX","IXN","WCLD","XNTK","XIGV","PQNT","FRWD","VONG","MSFX","TNXT","TMGN","THNQ","MSFO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655336674","title":"多家科技巨頭財報超預期、AI資本開支高增！科創半導體設備ETF華泰柏瑞(588710)連續9個交易日獲35億資金加倉","url":"https://stock-news.laohu8.com/highlight/detail?id=2655336674","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655336674?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 11:31","pubTimestamp":1785468660,"startTime":"0","endTime":"0","summary":"相关 ETF 产品受到资金青睐，科创半导体设备 ETF 华泰柏瑞 已连续9个交易日获资金加仓，累计 “吸金” 35 亿元。Wind 与交易所数据显示，科创半导体设备 ETF 华泰柏瑞交投火热，近30个交易日累计“吸金”96.69亿元，带动最新基金规模达97.99亿元，份额达35.1亿份且再度刷新历史记录。科创半导体设备 ETF 华泰柏瑞助力一键布局科创板半导体上游核心资产，高纯度聚焦设备 + 材料双主线，或是投资者把握半导体国产替代与 AI 算力建设双重机遇的高效工具。","market":"us","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://finance.sina.com.cn/money/fund/jjh/2026-07-31/doc-inikshrr1396108.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MSFD","AQGX","AMZP","588710","NJUL","PQJL","PQNT","MAGQ","TACU","TECL","IGPT","QXQ","WDRN","QQWZ","MSFX","FNGZ","BCHP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655818611","title":"市場消息：OpenAI 首席執行官山姆・奧特曼將於本周與白宮官員懷爾斯會面，磋商人工智能監管框架落地前相關事宜。奧特曼將","url":"https://stock-news.laohu8.com/highlight/detail?id=2655818611","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655818611?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 02:26","pubTimestamp":1785349581,"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":["LRGE","NEWZ","AIQD","TEK","JHAI","FBCG","GOGL","DTEC","IGPT","GPTZ","WISE","AIQU","FNGS","PBOT","DRGN","LQAI","METD","FAI","AGIQ","THNQ","FTC","MSFL","BAI","XT","AIFD","MSFW","ACGR","GOOY","WDAI","KTEC","PQNT","IVW","QQQU","GOOX","AIEQ","TCHP","PSAI","DRAI","AIUP","FNGO","GOOP","GGLS","LOUP","ALAI","CARK","XAIX","FELG","EPAI","FNGD","FBYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654885368","title":"軟件即服務提供商Upland Software發布CEO公開信 明確AI驅動型增長戰略","url":"https://stock-news.laohu8.com/highlight/detail?id=2654885368","media":"环球市场播报","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654885368?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 23:08","pubTimestamp":1785251280,"startTime":"0","endTime":"0","summary":"软件即服务  提供商Upland Software近日发布致股东公开信，首席执行官阐述了公司在新领导层下的战略优先事项，明确将聚焦AI驱动的知识管理与内容自动化解决方案，同时优化资本配置，提升运营效率并降低债务水平。Upland预计将在8月中旬公布第二季度完整财报及更新后的全年业绩指引，各项指标与前期发布的预测区间一致。","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://finance.sina.com.cn/stock/usstock/c/2026-07-28/doc-inikksxx0238946.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IGPT","WCLD","BCTK","INVN","AGIX","CHAT","QTOC","VTHR","ARTY","SKYY","AIPO","QQJG","XSW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654070447","title":"貝萊德與Meta將在埃爾帕索數據中心投資超100億美元，將創造4000個建築崗位與300個運營崗位。","url":"https://stock-news.laohu8.com/highlight/detail?id=2654070447","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654070447?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 17:31","pubTimestamp":1785231073,"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":["IYW","USMD","AIQU","WCLD","THNQ","LRNZ","YMAG","KQQQ","BLK","IXN","NULG","TEK","PSAI","XIGV","VONG","MAGO","XNTK","JXX","BST","YNOT","PQNT","XLKX","AIQD","FRWD","TIME","MSFO","TMGN","JGRO","FLCG","MSFX","TRUT","IGPT","TNXT","TRFK","RSPT","ORCX","SPTE","JHMT","MAGY","QQQG","XPND","BCTK","CMAG","MSFC","BULZ","DAT","TTEQ","SOCL","AIEQ","FTEC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654407453","title":"OpenAI首席執行官山姆·奧特曼赴華盛頓就人工智能監管政策與美官員會談","url":"https://stock-news.laohu8.com/highlight/detail?id=2654407453","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654407453?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 15:47","pubTimestamp":1785224820,"startTime":"0","endTime":"0","summary":"7月27日，据多方消息透露，美国人工智能研究机构OpenAI首席执行官山姆·奥特曼将于本周赴华盛顿，与白宫高级官员及美国国会两党议员举行会谈。会谈期间，奥特曼将展示OpenAI的最新人工智能模型，并就美政府今年6月颁布的人工智能行政令落实工作进行讨论。此前，美国政府在人工智能领域的政策干预曾引发市场波动。","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":"https://finance.sina.com.cn/stock/usstock/c/2026-07-28/doc-inikivui0457912.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":["DTEC","ACGR","IVW","WDAI","FELG","LOUP","QQQU","FNGD","XAIX","DRAI","GPTZ","WISE","BAI","ALAI","FNGO","FTC","AIQU","NEWZ","FAI","GGLL","AIEQ","MSFL","XT","AGIQ","AIUP","AIQD","AIFD","MSFY","PBOT","FNGS","PSAI","THNQ","FBCG","JHAI","LQAI","PQNT","METU","EPAI","IGPT","DRGN","FBL","GGLS","GOGL","KTEC","CARK","GOU","TCHP","TEK","METD","LRGE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654454022","title":"港股異動 | PCB概念全線重挫 AI資本開支預期已現裂痕 PCB行業分化即將加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2654454022","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654454022?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 10:16","pubTimestamp":1785204960,"startTime":"0","endTime":"0","summary":"消息面上，英伟达正在推进新一轮AI基础设施交易，潜在规模可能超过7500亿美元。市场逐步纠正此前过高的AI资本开支预期。据证券时报报道，PCB行业正经历一场前所未有的扩产浪潮，天使投资人、资深人工智能专家郭涛指出，当前行业大面积扩产背景下，能够匹配AI服务器、光模块订单的有效高端产能占比不足20%，绝大多数新增产能仍扎堆于常规中低端线路板，行业普遍存在名义高端扩产、实际低端产能的概念炒作现象。","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/1472931.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":"stock_zhitongcaijing","symbols":["AZYY","SG9999004220.SGD","MSFD","AMZP","LU1282649141.HKD","LU2187417386.USD","MSFX","BK1506","KCAI","HK0000352291.HKD","LU2929501877.USD","AQGX","LU1808992512.USD","AMZW","PCB","MSFU","PQNT","LU2039709279.SGD","AMZU","LU1282649810.SGD","AMZY","01989","FPA","LU0384037296.USD","LU1211504680.USD","LU1282649067.USD","BK4588","01888","LU0164880469.USD","MSFL","HK0000352382.USD","BK1170","WDRN","MSFO","LU0149721374.USD","BK1209","MCHS","MSFW","LU0648948544.HKD","LU1328277881.USD","BK4585","00148","VXUS","IGPT","MSFY","LU0488056044.USD","LU1481107354.HKD","02476","AMZD","AMZZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654015607","title":"上海：新增16款已完成備案的生成式人工智能服務","url":"https://stock-news.laohu8.com/highlight/detail?id=2654015607","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654015607?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 17:12","pubTimestamp":1785143531,"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.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":["NVDY","ADBU","MSFO","GGTL","JHAI","WDAI","LRNZ","FAI","AIO","BAI","TECB","ANEW","FEPI","NVDX","AGIQ","EPAI","GOOY","NBDS","TMGN","PLTU","QQQM","GOGL","XAIX","METG","PQUS","TNXT","PSAI","AIS","NVDU","QQQP","GOOP","GPTY","GTEK","PBOT","GGLS","AIFD","AIEQ","AIPI","AIQD","THNQ","MFIG","NVC","MSFU","TEKY","NVIT","MSFD","INVN","IGPT","AMZZ","ALAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653777684","title":"中金：AI資本開支催生3.5萬億美元融資需求 債務償還能力成關鍵考驗","url":"https://stock-news.laohu8.com/highlight/detail?id=2653777684","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653777684?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 09:00","pubTimestamp":1784854802,"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":["MSFX","IGPT","AMZD","AMZW","MSFW","MSFY","AMZZ","MSFO","MSFL","MSFU","AMZP","AZYY","PQNT","WDRN","AMZU","AQGX","MSFD","AMZY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653773757","title":"【券商聚焦】中金公司：AI資本開支未來五年有望創造約3.5萬億美元的外部融資需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2653773757","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653773757?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 08:45","pubTimestamp":1784853959,"startTime":"0","endTime":"0","summary":"我们根据大型云厂经营现金流和资本开支的市场一致预期基础倒算，AI资本开支未来五年有望创造约3.5万亿美元的外部融资需求。AI是金融“泡沫”吗？该机构表示，当前AI投资主体仍以现金流较强的大型云厂商为主，股权及次级资本也能够在银行优先级贷款之前吸收损失。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986643","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":["IGPT","03908","AMZY","AMZP","AMZU","MSFX","BK0276","WDRN","BK1516","AMZW","LU0359201885.HKD","MSFD","LU0359201612.USD","MSFW","BK1564","LU1580142542.USD","KCE","PQNT","MSFL","601995","SG9999002828.SGD","LU0359202008.SGD","AMZD","LU1023057109.AUD","LU2663582299.SGD","LU1781817850.SGD","AMZZ","LU1508157978.USD","BK1501","AZYY","MSFU","BK1147","AQGX","MSFY","MSFO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653277210","title":"AI資本開支承壓，美股科技七巨頭一夜市值蒸發8000億美元！地緣推升布油重返100美元，芯片板塊現極致分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2653277210","media":"金融界","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653277210?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 08:12","pubTimestamp":1784851921,"startTime":"0","endTime":"0","summary":"当地时间7月23日，三大指数低开低收，道琼斯工业指数跌0.97%报51711.65点，标普500指数跌1.21%报7408.30点，纳斯达克综合指数跌2.15%报25137.69点。与此同时，科技巨头的财报成为另一记重锤。谷歌母公司Alphabet将2026年资本支出预期从此前的1800亿至1900亿美元大幅上调至1950亿至2050亿美元。受此提振，英特尔盘后股价一度暴涨超13%。公司还将2026年资本开支计划由180亿美元上调至200亿美元，并表示2027年的资本开支将显著高于2026年。","market":"us","thumbnail":"https://imgcloud.jrjimg.cn/2026/07/20260724080621751.jpg","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2026/07/20260724080621751.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/07/24081257885479.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["AMZD","SOXX","USO","USD","DWT","SOXQ","AQGX","WDRN","BZmain","MSFO","159813","UDN","MSFU","UUP","SOXL","MSFL","QLDY","PQNT","DUG","SSG","SMH","AMZU","AMZY","CLmain","SOXS","GGTL","CHPY","DDG","AMZZ","MSFY","UCO","SCO","CHAT","AZYY","SMHX","MSFD","FTXL","IGPT","DBO","CHPS","BK4535","TEKX","MSFX","MSFW","SOXY","AMZP","PSI","XSD","AMZW","QMmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653726807","title":"中金：AI資本開支催生3.5萬億美元融資需求 債務償還能力成關鍵考驗","url":"https://stock-news.laohu8.com/highlight/detail?id=2653726807","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653726807?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 08:06","pubTimestamp":1784851570,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，AI资本开支正快速扩张，大型云厂商资本开支占收入比或从2023年12%升至2027年40%以上，未来五年催生约3.5万亿美元外部融资需求，主要由投资级债券和私募资本承接。核心挑战在于AI应用需形成每年约1万亿美元收入方能覆盖债务成本，且利润率需达约50%、折旧年限约5年。基准情形下，我们预计AI资本开支中3.5万亿美元的外部融资将分别由公开市场股权、投资级债券、杠杆融资、资产证券化产品和私募资本承接。","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/1471718.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":"stock_zhitongcaijing","symbols":["MSFL","MSFW","MSFO","AMZY","AZYY","AMZP","MSFU","MSFY","AMZD","MSFD","WDRN","AQGX","AMZU","AMZZ","AMZW","IGPT","PQNT","MSFX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653719417","title":"ETF異動 | AI資本開支預期提振韓股 南方兩倍做多海力士(07709)午後一度升逾11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653719417","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653719417?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 13:55","pubTimestamp":1784786101,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，两倍做多韩股“存储双雄”集体走高，南方两倍做多海力士一度涨超11%。截至发稿，南方两倍做多海力士涨6.99%，报59.66港元；南方两倍做多三星电子涨6.94%，报94.4港元。消息面上，受AI资本开支预期提振，韩股今日持续走高，韩国KOSPI指数涨超4%，一度向上触及7100点。个股方面，SK海力士涨超5%，三星电子涨超3%。据悉，此行旨在强化韩国在AI供应链中的核心地位，其释放的合作信号将成为观察全球AI产业链投资趋势的重要窗口。","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":"http://www.zhitongcaijing.com/content/detail/1471311.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":"stock_zhitongcaijing","symbols":["WDRN","MKOR","AMZD","AMZU","MSFY","MSFX","AMZW","BK4535","MSFW","EWY","MSFL","SKHU","AMZP","FLKR","AQGX","MSFU","MSFO","HYNX","MSFD","SKHX","AMZZ","SKUU","07747","VXUS","BK4550","BK4588","PQNT","07709","SKDD","SKHZ","KORU","FDN","SK","SPEM","AZYY","BK4585","IGPT","AMZY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653760208","title":"SpaceX股價跌超5%再創歷史新低！擬在德州新建數據中心，大摩警告xAI資本開支或達到1200億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2653760208","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653760208?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 03:19","pubTimestamp":1784747941,"startTime":"0","endTime":"0","summary":"Tradingkey - 美东时间7月22日，Spacex（SPCX）股价再创历史新低，截至发稿，跌5.32%，报116.97美元。据悉，SpaceX AI进一步加码建设数据中心，规模对标现有孟菲斯园区的吉瓦级体量。然而，公司Q1 AI相关资本支出已爆增至77亿美元，约为去年同期三倍。摩根士丹利分析师预测，xAI在2026年至2027年间合计将消耗高达1200亿美元现金——这个数字几乎相当于SpaceX IPO募资额750亿美元的1.6倍。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260701/SpaceX-4838463bae354875a5f5942cd475249a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260701/SpaceX-4838463bae354875a5f5942cd475249a.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/262047943-spacex-spcx-xai-texas-data-center-expansion-capex-spacex-stock-pressure-earnings-lockup-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":["SKYY","SPCX","PQNT","DTCR","CLOU","BLOK","MSFD","SNK","CLDL","SPCM","IAI","AMZD","SPCU","HPEL","AMZZ","MSFY","WPAI","WSPC","SPCG","FCLD","PBOT","AMZU","KBWB","DXYZ","IDGT","SPCF","AQGX","ORBX","XOVR","AMZW","WARP","WDRN","WDAI","AIBU","IGPT","MSFX","SPAL","AMZP","SPCH","AIO","UFO","SSPC","AIFD","MARS","FMET","MSFL","LOFF","WISE","AMZY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653631007","title":"據報OpenAI將到2030年的雲計算支出規模升至7500億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2653631007","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653631007?lang=zh_tw&edition=fundamental","pubTime":"2026-07-22 21:17","pubTimestamp":1784726238,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据媒体新近报道，知情人士透露，随着计算力度提升，人工智能公司OpenAI已将预计到2030年的计算支出提高到约7500亿美元，较今年早些时候的约6000亿美元大幅增加。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/ZDhjMmEyODE0Mjk1MzY2MjA4.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZDhjMmEyODE0Mjk1MzY2MjA4.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302905","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":["TDVI","TIME","QQQH","TYLG","HFGO","SPYG","FFOG","DRUP","NSIG","MMLG","FLCG","TNXT","IQQ","XLG","BGRO","SFYF","ILCG","GGTL","SFY","WINN","IXN","VUSG","DRAI","OEF","PJFG","QGRO","IGPT","AIVC","DTEC","PNQI","GARY","JGRO","BCTK","SNTQ","MSFY","NAUG","QDVO","PCGG","QQQA","XITK","MSFO","CARK","CMAG","ROM","AIQU","FDG","FNGG","GOOP","KQQQ","AFGR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653766348","title":"OpenAI推出OpenAI Presence，佈局企業軟件賽道","url":"https://stock-news.laohu8.com/highlight/detail?id=2653766348","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653766348?lang=zh_tw&edition=fundamental","pubTime":"2026-07-22 20:16","pubTimestamp":1784722617,"startTime":"0","endTime":"0","summary":"IT之家 7 月 22 日消息，OpenAI 推出了一款全新产品，希望借此进一步摆脱竞争日益激烈的大模型市场，向企业软件领域扩张。OpenAI 表示，Presence 旨在实现客户支持、销售等部分工作的自动化，比如解决账单问题、处理保险理赔或处理员工 IT 服务请求。目前，OpenAI 将根据具体情况向企业客户提供 Presence 服务。OpenAI 透露，公司目前已经利用 Presence 运行面向英语用户的 AI 电话客服系统。这种趋势正在促使 OpenAI 加快向企业软件市场转型。","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://tech.ifeng.com/c/8uxlWUGxktu","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":"fenghuang_stock","symbols":["WCLD","MSFC","FCLD","ORCZ","CLOU","CLDS","IGPT","CLDL","ORAC","SKYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653570997","title":"據市場消息，OpenAI即將推出一款名為OpenAI Presence的新企業軟件。","url":"https://stock-news.laohu8.com/highlight/detail?id=2653570997","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653570997?lang=zh_tw&edition=fundamental","pubTime":"2026-07-22 20:08","pubTimestamp":1784722124,"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.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":["WCLD","MSFC","CLDL","IGPT","SKYY","CLOU","FCLD","ORCZ","ORAC","CLDS"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":3,"totalSize":90,"code":"91000000","status":"200"}]}}