美股詳情

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

2倍做空SMCI ETF-Defiance

6.49

+0.34235.57%

盤後：6.46-0.0281-0.43%19:14 EDT

成交量：69.19萬

成交額：429.59萬

市值：411.04萬

市盈率：- -

高：6.52

開：6.11

低：5.88

收：6.15

52周最高：133.40

52周最低：5.02

股本：63.31萬

流通股本：63.31萬

量比：0.34

換手率：109.28%

股息：2.36

股息率：36.38%

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

液冷服務器概念再度拉升宏盛股份4天2板

液冷服務器概念反覆走強金富科技等多股漲停

A股收評：滬指微漲0.02%！液冷服務器、貴金屬強勢，糧食概念走低

液冷服務器板塊部分活躍，集泰股份3連板

期權聚焦 | SMCI看漲情緒升温，機構連續賣出2026、2028年35美元虛值Put，押注下方支撐收租

這篇硅谷刷屏的文章，講述了人類歷史上第一次大規模AI失控的詳細經過

北京首個AI算力共享智能工廠一體化冷板式液冷服務器智能產線9月投產

A股午盤 | 三大指數集體回調，液冷服務器、房地產逆勢走強

液冷服務器概念持續走高榮億精密等近十股漲停

液冷服務器板塊早盤活躍，金帝股份等股漲停

液冷服務器概念表現活躍同飛股份升逾10%

華爾街將英偉達AI芯片租賃價格打造成新型期貨市場

环球市场播报

前7月國內流量按年增17.6%，通信業算力投資逆勢走高

南方都市报

Bullish 向 USD.AI 提供 1 億美元融資，支持 GPU 抵押貸款

液冷服務器概念反覆走強康盛股份4連板

期權聚焦 | SMCI驚現383萬美元遠期虛值Put雙買組合，大單集中押注深度下行，市場情緒明顯偏空？

美國調查新加坡 Apex Logistics 涉嫌走私英偉達 AI 芯片

液冷服務器概念震盪走強英特科技等漲停

中信證券：千億項目全鏈條落地算力投資持續高景氣

期權聚焦 | SMCI看漲情緒明確：百萬美元買入2028年95美元遠期虛值Call，賣Put配合偏多佈局

{"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/SMCZ/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"SMCZ","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"SMCZ\",,,,,undefined,":{"symbol":"SMCZ","market":"US","secType":"STK","nameCN":"2倍做空SMCI ETF-Defiance","latestPrice":6.4923,"timestamp":1789502400000,"preClose":6.15,"halted":0,"volume":691864,"hourTrading":{"tag":"盘后","latestPrice":6.4642,"preClose":6.4923,"latestTime":"19:14 EDT","volume":2771,"amount":17907.155224,"timestamp":1789514084268,"change":-0.0281,"changeRate":-0.004328,"amplitude":0.009165},"delay":0,"changeRate":0.05565853658536582,"floatShares":633118,"shares":633118,"eps":0,"marketStatus":"盤後交易","change":0.3423,"latestTime":"09-15 19:19:55 EDT","open":6.11,"high":6.52,"low":5.88,"amount":4295893.582376,"amplitude":0.104065,"askPrice":6.5,"askSize":190,"bidPrice":6.46,"bidSize":1454,"shortable":3,"etf":-2,"ttmEps":0,"tradingStatus":3,"nextMarketStatus":{"tag":"收盤","tradingStatus":0,"beginTime":1789516800000},"marketStatusCode":4,"adr":0,"exchange":"NASDAQ","adjPreClose":6.15,"sharesOutstanding":76235,"nav":5.26,"aum":3330198.05526,"dividendRate":0.363816,"bidAskSpread":0,"preHourTrading":{"tag":"盘前","latestPrice":6.14,"preClose":6.15,"latestTime":"09:29 EDT","volume":7635,"amount":47037.1071255,"timestamp":1789478999999,"change":-0.01,"changeRate":-0.001626,"amplitude":0.030081},"postHourTrading":{"tag":"盘后","latestPrice":6.4642,"preClose":6.4923,"latestTime":"19:14 EDT","volume":2771,"amount":17907.155224,"timestamp":1789514084268,"change":-0.0281,"changeRate":-0.004328,"amplitude":0.009165},"volumeRatio":0.341654},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"SMCZ\",,,,,undefined,":{"symbol":"SMCZ","floatShares":633118,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.341654,"shares":633118,"dividePrice":2.362,"high":6.52,"amplitude":0.104065,"preClose":6.15,"low":5.88,"week52Low":5.0214,"pbRate":"--","week52High":133.4,"institutionHeld":0,"latestPrice":6.4923,"committee":0.768856,"eps":0,"divideRate":0.363816,"volume":691864,"delay":0,"ttmEps":0,"open":6.11,"prevYearClose":116.3248,"prevWeekClose":5.27,"prevMonthClose":6.32,"prevQuarterClose":18.02,"fiveDayClose":5.34,"twentyDayClose":6.36,"sixtyDayClose":18.84},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/SMCZ\",params:#limit:5,,,undefined,":[{"market":"US","date":"2026-09-10","symbol":"SMCZ","defaultRemindTime":1789047000000,"type":"split","dateTimestamp":1789012800000,"forFactor":2,"toFactor":1,"ratio":2},{"market":"US","date":"2025-12-09","symbol":"SMCZ","defaultRemindTime":1765290600000,"type":"split","dateTimestamp":1765256400000,"forFactor":8,"toFactor":1,"ratio":8}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"SMCZ\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"SMCZ\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"SMCZ\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2664582996","title":"液冷服務器概念再度拉升 宏盛股份4天2板","url":"https://stock-news.laohu8.com/highlight/detail?id=2664582996","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664582996?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 13:45","pubTimestamp":1788414301,"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":["SMCZ","SMCY","SMCX","SMYY","SMCL","SMCC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664287168","title":"液冷服務器概念反覆走強 金富科技等多股漲停","url":"https://stock-news.laohu8.com/highlight/detail?id=2664287168","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664287168?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 10:14","pubTimestamp":1788401698,"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":["SMCX","SMYY","SMCL","SMCZ","SMCY","SMCC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664827873","title":"A股收評：滬指微漲0.02%！液冷服務器、貴金屬強勢，糧食概念走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2664827873","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664827873?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 00:00","pubTimestamp":1788364800,"startTime":"0","endTime":"0","summary":"全市场超3500只个股下跌","market":"sh","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/6494148","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":["159982","510300","YSAG","510880","SMCC","BK1147","SMCX","83130","000300.SH","399006","512510","83188","SMCZ","SMYY","SMCY","03130","399300","07233","SMCL","02827","82846","515890","DBP","000905.SH","000001.SH","159073","02846","000688.SH","03188","159967","512880","399001"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664586000","title":"液冷服務器板塊部分活躍，集泰股份3連板","url":"https://stock-news.laohu8.com/highlight/detail?id=2664586000","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664586000?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 10:03","pubTimestamp":1788314616,"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":["SMCY","SMCX","SMCC","SMCZ","SMCL","SMYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194170366","title":"期權聚焦 | SMCI看漲情緒升温，機構連續賣出2026、2028年35美元虛值Put，押注下方支撐收租","url":"https://stock-news.laohu8.com/highlight/detail?id=1194170366","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194170366?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 09:02","pubTimestamp":1788310938,"startTime":"0","endTime":"0","summary":"SUPER MICRO COMPUTER INC收报36.71美元，跌幅1.53%。当日SMCI期权市场呈现明显的卖出虚值Put主导格局，机构资金连续布局2026年和2028年到期的35美元行权价Put卖方，单笔最大成交达163.50万美元，整体大单情绪偏多，资金倾向于在下方关键价位收取权利金。大单交易一笔规模达163.50万美元的PUT卖出，是当日最突出的单腿大单，交易者卖出2028-01-21到期的35.0美元PUT，共1500张。","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":["BK4543","LU1861220033.SGD","SMCY","UUP","LU1861215975.USD","SMCL","SMCI","BK4170","BK4585","UDN","SMYY","SMCC","SMCZ","LU0053671581.USD","BK4588","SMCX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664862158","title":"這篇硅谷刷屏的文章，講述了人類歷史上第一次大規模AI失控的詳細經過","url":"https://stock-news.laohu8.com/highlight/detail?id=2664862158","media":"01Founder","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664862158?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 12:04","pubTimestamp":1788235447,"startTime":"0","endTime":"0","summary":"2026年5月到7月，OpenAI内部连续了出现三代秘密的AI文明。全程，人类基本不知情。PART.01训练本身造就了第一代文明2026年5月，OpenAI在训练一个名为Persistent-Sol的模型。6月26日，有Agent拿到了Artifactory的管理员权限。PART.02第二代文明的诞生Persistent-Sol训练完成后，OpenAI用ExploitGym对它进行评估。7月8日晚，它发出了第一条消息。它们不知道的是，OpenAI的评分器根本没有检查作弊的逻辑。必须消灭这些证据，并伪造一套看起来合法的做题轨迹。这成为攻击HF的动机之一。","market":"us","thumbnail":"https://static.tigerbbs.com/3b7fdbab0188bb0c10c4171550692713","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3b7fdbab0188bb0c10c4171550692713"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s/h1YjeQ4v49cc1XY2mkegtA","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1788235442923","symbols":["LMNX","KBDU","QBY","STXU","PLTG","ANV","RGTU","GOOG","PLTY","STXX","APLD","CRM","MUU","ORCZ","MU","MUZ","PLTD","ISRG","APP","TEM","MSFW","APLX","NVDS","SNDG","NOWL","07788","SNDK","BIDG","SMCY","BRZE","RGTC","SSNLF","STX","NVDQ","MSFL","NVDD","RDTL","IREN","PLTL","IBX","FIG","IRE","QBTX","SMCC","STXL","GOGL","GOOY","MSFD","NVII","SNPS","BBAI","GGLS","FBX","SNDC","MSFC","SNDU","NVC","PLOO","MIC","UPST","MSFX","UPSX","FBL","RGTI","MDB","NOWX","TTD","CRWU","ADBG","CWVX","MUG","MSFO","NVDX","RGTX","ADBE","FIGG","METD","SMYY","AI","SMSD.UK","GOOW","TEMT","WDCC","MSFU","PATH","ISUL","NVD","RGYY","IONX","GOOP","META","MSFT","07709","MUYY","TEMC","GOOL","QUBT","07388","METU","NVDG","NVDW","DDOG","ORCU","RBRK","APPC","SOUX","PTIR","07747","SMCZ","NVDA","PLTU","ADBU","PLTA","BIDU","RDDC","WDC","QUA","NVDO","DUOL","SMCL","GGLL","QBTZ","GOOGL","GOU","ORCS","ORCX","RDDT","IBM","MSFY","PLTZ","09347","METG","METQ","PLTR","SNXX","UPSC","UNX","QUBX","CWII","GOOX","IREC","IREX","CRWX","LMND","METW","AIYY","APLZ","QBTS","CRMG","NVYY","RZLV","ORCL","SMCI","DIPS","FBY","TTDU","MULL","IONQ","APPX","MUD","ADP","DUOG","IONL","SOUN","NVDL","PLTI","IREG","RDYY","NVDB","SNDQ","IREZ","GTLB","NVDU","WDCX","CRNC","BAIG","CRWV","PLYY","HUBS","IONC","PLTW","U","NOW","IOYY","IONZ","NVDY","SMCX","RGTZ","TEAM","FBYY","ORAC","CRWG","CORD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664588025","title":"北京首個AI算力共享智能工廠一體化冷板式液冷服務器智能產線9月投產","url":"https://stock-news.laohu8.com/highlight/detail?id=2664588025","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664588025?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 11:54","pubTimestamp":1788234840,"startTime":"0","endTime":"0","summary":"（来源：北京新闻广播）#北京首个AI算力共享工厂新产线9月投产# 【北京首个AI算力共享智能工厂一体化冷板式液冷服务器智能产线9月投产】#北京规划年产AI服务器30万台# 记者从近日举办的京津冀人工智能产业链协同创新发展活动中了解到：软通华方通州智能共享工厂，规划未来将形成年产约30万台AI服务器的产能规模，更将成为北京首个AI算力共享智能工厂，面向京津冀科技企业开放智造能力，助力本地计算产品的敏捷制造与产业集聚。这座总面积3.3万平方米的基地，正瞄准北京算力基础设施建设的核心需求，以节能、高效、柔性生产的差异化能力，为首都智造增添新动能。#多款手机正式涨价#","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/2026-09-01/doc-iniqhwmx8258233.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":["SMCY","WDAI","SMCZ","AIO","SMYY","WISE","SMCL","SMCX","SMCC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663995021","title":"A股午盤 | 三大指數集體回調，液冷服務器、房地產逆勢走強","url":"https://stock-news.laohu8.com/highlight/detail?id=2663995021","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663995021?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 11:49","pubTimestamp":1788148184,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，8月31日，A股三大指数集体低开、早盘弱势震荡，市场呈现\"指数集体回调、个股普跌、防御与题材热点并存\"的分化格局。整体来看，指数集体回调、个股跌多涨少，资金从电子、有色金属等高位板块流出，转向液冷服务器、银行、传媒等方向。","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/1489273.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":["02827","03130","SMCC","83130","09979","SMCY","02846","159982","SMCZ","07233","399300","SMCL","BK1148","BK1147","03188","83188","REET","SMCX","82846","SMYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663026258","title":"液冷服務器概念持續走高 榮億精密等近十股漲停","url":"https://stock-news.laohu8.com/highlight/detail?id=2663026258","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663026258?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 10:22","pubTimestamp":1788142954,"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":["SMYY","SMCY","SMCC","SMCX","SMCL","SMCZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663268940","title":"液冷服務器板塊早盤活躍，金帝股份等股漲停","url":"https://stock-news.laohu8.com/highlight/detail?id=2663268940","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663268940?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 09:54","pubTimestamp":1788141287,"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":["SMCY","SMCX","SMCC","SMCZ","SMCL","SMYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663502512","title":"液冷服務器概念表現活躍 同飛股份升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663502512","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663502512?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 09:36","pubTimestamp":1788140199,"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":["SMCL","SMCX","SMCY","SMYY","SMCC","SMCZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663461120","title":"華爾街將英偉達AI芯片租賃價格打造成新型期貨市場","url":"https://stock-news.laohu8.com/highlight/detail?id=2663461120","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663461120?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 14:54","pubTimestamp":1788072840,"startTime":"0","endTime":"0","summary":"AI支出持续膨胀，但如何为其定价仍是棘手难题。与此同时，英伟达正超越单纯芯片销售，开始为客户提供融资并参与租赁收入分成，华尔街日益将其比作“AI领域的央行”。芝加哥商品交易所集团计划于10月5日推出基于英伟达H100和B200图形处理器每小时租赁成本的期货合约，但尚待监管批准。华尔街创造新市场的历史：成败参半华尔街推出新型衍生品的历史记录好坏参半。GPU租赁价格期货能否复制铁矿石的成功，尚属未知。","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/usstock/c/2026-08-30/doc-iniqaqpr2811976.shtml","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":"sina","symbols":["SMCZ","SMYY","SMCX","SMCC","FAZ","SMCL","SMCY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663173880","title":"前7月國內流量按年增17.6%，通信業算力投資逆勢走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2663173880","media":"南方都市报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663173880?lang=zh_tw&edition=fundamental","pubTime":"2026-08-29 19:38","pubTimestamp":1788003524,"startTime":"0","endTime":"0","summary":"近日，工业和信息化部正式发布2026年前七个月通信业经济运行情况。核心数据显示，前7个月全国电信业务收入累计完成1.02万亿元，同比下降2.1%；以上年不变价计算的电信业务总量同比增长7.7%。从工信部披露的细分业务数据来看，传统通信服务的收缩态势仍在延续。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608293859299531.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/a/202608293859299531.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_eastmoney","symbols":["DRGN","SMCZ","SMCC","SMYY","SMCY","SMCL","FRWD","SMCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662678400","title":"Bullish 向 USD.AI 提供 1 億美元融資，支持 GPU 抵押貸款","url":"https://stock-news.laohu8.com/highlight/detail?id=2662678400","media":"链捕手","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662678400?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 19:06","pubTimestamp":1787915205,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 CoinDesk 报道，加密货币平台 Bullish 将向 USD.AI 提供 1 亿美元稳定币债务融资，用于支持以 GPU 及其他高性能计算资产为抵押的贷款，推动人工智能基础设施建设。 ","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://www.chaincatcher.com/article/2286237","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SMCZ","SMCC","SMYY","SMCL","SMCY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662030524","title":"液冷服務器概念反覆走強 康盛股份4連板","url":"https://stock-news.laohu8.com/highlight/detail?id=2662030524","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662030524?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 09:50","pubTimestamp":1787881842,"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":["SMCL","SMCZ","SMCX","SMYY","SMCC","SMCY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110805818","title":"期權聚焦 | SMCI驚現383萬美元遠期虛值Put雙買組合，大單集中押注深度下行，市場情緒明顯偏空？","url":"https://stock-news.laohu8.com/highlight/detail?id=1110805818","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110805818?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 09:02","pubTimestamp":1787878940,"startTime":"0","endTime":"0","summary":"SMCI收报38.46美元，涨2.86%，全天振幅5.32%。当日大单交易中，一笔规模达383.31万美元的远期虚值PUT双买组合尤为突出，资金集中押注深度下行，市场大额资金情绪明显偏空。大单交易一笔规模达383.31万美元的PUT双买组合构成了当日最核心的大单，这是一组同向双买PUT的方向性押注，分别买入2028-12-15到期的10.00美元PUT和2028-01-21到期的10.00美元PUT，均为虚值合约。整体来看，SMCI当日大单情绪呈现明确偏空特征，且方向性非常集中。","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":["LU1861220033.SGD","SMCC","SMCL","SMYY","SMCZ","BK4543","BK4588","LU1861215975.USD","SMCI","BK4585","SMCY","SMCX","BK4170","LU0053671581.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2662746577","title":"美國調查新加坡 Apex Logistics 涉嫌走私英偉達 AI 芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2662746577","media":"链捕手","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662746577?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 16:20","pubTimestamp":1787818851,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据彭博社报道，美国政府正调查总部位于新加坡的 Apex Logistics，涉嫌在向中国走私英伟达 AI 芯片中发挥作用。知情人士称，此举可能成为首例针对运输公司参与非法半导体贸易的行动。当局正在核查 Apex（航运巨头 Kuehne+Nagel 旗下单位）是否违反美国出口限制，运输了超微电脑（Super Micro Computer）组装的 AI 系统。英伟达芯片被视为训练和运行 AI 模型的行业标准，超微电脑等公司将其组装成数据中心服务器。 ","market":"other","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/2285924","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ANV","IE00B7KXQ091.USD","LU0545039389.USD","LU1633808545.USD","LU1923623000.USD","LU2111349929.HKD","LU1267930730.SGD","TTEQ","LU1868836591.USD","IE00BK4W5L77.USD","LU0053671581.USD","NVD2.UK","LU1691799644.USD","LU0072462426.USD","ESUM","LU2125909593.SGD","LU2148611432.USD","BK4579","LU1732800096.USD","LU2237443382.USD","IE000W1ABFV2.USD","LU0689626769.HKD","LU0094547139.USD","LU0444971666.USD","LU2089283258.USD","LU0289960550.SGD","LU2286300806.USD","07388","LU1153585028.USD","LU0109391861.USD","LU1880398554.USD","LU0029864427.USD","LU2592432038.USD","HK0000320223.HKD","LU0225283273.USD","LU1934455277.USD","LU1261432733.SGD","LU2108987350.USD","LU2083900584.USD","IE0004445239.USD","LU2294711713.HKD","LU2237443465.HKD","LU2471134796.USD","HK0000914686.HKD","IETC","LU0158827781.USD","LU1718418525.SGD","IE00BJTD4N35.SGD","LU0417517546.SGD","LU1951200564.SGD","LU2954938101.SGD","SG9999002232.USD","LU0082616367.USD","LU2290526834.HKD","LU0553294199.USD","WISE","LU0267386448.USD","LU2077746001.SGD","BK4532","TRFK","CLSE","LU0788109477.HKD","LU1934455863.HKD","LU1035775433.USD","LU2023251221.USD","SHOC","LU0215105999.USD","BK4605","LU1935043536.SGD","IE00BDCRKT87.USD","LU2106854487.HKD","SG9999014542.SGD","IE00BHPRN162.USD","IE0009G5SDU7.USD","LU1069347547.HKD","LU2360107168.USD","LU2756315664.SGD","IE00B19Z8X17.USD","LU0048584097.USD","LU0310800379.SGD","LU2023250330.USD","NVD","LU1244550577.SGD","LU0053666078.USD","SMCL","LU0096362180.USD","TTXU","IE00BFSS8Q28.SGD","LU2506951792.HKD","LU2092937148.SGD","LU1989764664.SGD","NVDS.UK","LU0640476718.USD","LU0672654240.SGD","LU1066051811.HKD","LU0965509101.SGD","AIFD","LU0476273544.USD","LU0158827948.USD","LU2237957811.SGD","HK0000532082.HKD","LU2458330243.SGD","LU2491050071.SGD","LU1712237335.SGD","LU0138981039.USD","LU0390134368.USD","LU0823414478.USD","BK4529","LU2347655073.USD","LU1035773651.USD","LU2552382058.USD","LU0057025933.USD","LU0238689110.USD","LU1400636491.USD","LU2089284900.SGD","LU2360032135.SGD","SPTE","LU0310799852.SGD","IE000KEQY171.SGD","LU0265550946.USD","LU1923622291.USD","LU0006306889.USD","SG9999015978.USD","LU1989764748.USD","LU0738911758.USD","LU1868837300.USD","NVDB","2NVD.UK","LU1935042215.USD","LU2552382132.HKD","IXN","LU0289961442.SGD","LU1066053197.SGD","ESLG","VGT","IE00BK4W5M84.HKD","ILDR","LU0256863902.USD","IE00BQXX3D17.EUR","LU1144417596.USD","LU0965509010.AUD","LU0187121727.USD","LU0354030438.USD","IE000ITXATA3.USD","LU2028103732.USD","BK4588","IE00B1BXHZ80.USD","AGOX","LU2125154778.USD","AIPI","LU2125154935.USD","SG9999014914.USD","BK4141","LU1988902786.USD","LU2023250504.SGD","SG9999015986.USD","LU2065171311.SGD","BK4527","LU0251132253.USD","LU0726765562.USD","IE00B3S45H60.SGD","LU2361044865.SGD","SG9999014567.USD","IE00BZ199S13.USD","LU0345770993.USD","LU2430703095.HKD","IE00BKVL7J92.USD","LU1066051498.USD","BK4608","LU0061475181.USD","LU2242649171.HKD","HK0000320264.USD","LU1232071149.USD","BK4533","LU0256863811.USD","IE000YTNTUN2.SGD","JGRO","LU0316494557.USD","LU1244550494.USD","LU2272731600.USD","IE0001KFT4U8.USD","LU0210536198.USD","LU2236285917.USD","LU1548497426.USD","LU0210528500.USD","LU1815336760.USD","LU2471134879.HKD","IE00BQXX3F31.USD","LU2896262040.SGD","LU2931357623.SGD","NVDX","IE00B19Z8W00.USD","LU0211328371.USD","LU0979878070.USD","LU2430703178.SGD","LU0109392836.USD","LU1037948541.HKD","IE00BDRTCR15.USD","LU2471134523.USD","GB00BDT5M118.USD","LU1316542783.SGD","NVC","LU1116320901.HKD","LU2505996509.AUD","LU1814569148.SGD","LU0348723411.USD","LU2271345857.HKD","LU2097344357.USD","LU1435385759.SGD","BK4554","LU0957791311.USD","LU1670756490.USD","LU2237443978.SGD","LU1992135472.HKD","SMCY","LU0061474705.USD","LU0133085943.USD","LU0472753341.HKD","LU1791710400.SGD","FDTX","IE0034235303.USD","LU1242518931.SGD","LU2249611893.SGD","IE00BJJMRY28.SGD","LU1267930490.SGD","HK0000304805.HKD","LU1791710582.SGD","LU2237438978.USD","LU1868836914.USD","LU2430703251.USD","LU0861579265.USD","GAMR","IE00B775SV38.USD","LU0080751232.USD","IE00BKPKM429.USD","LU0345768740.USD","IE00BKDWB100.SGD","LU2746668461.USD","SG9999015358.SGD","NVDG","LU2413666699.HKD","LU0823434583.USD","IE00B775H168.HKD","LU2063271972.USD","LU0128525929.USD","LU0689472784.USD","NVDO","IE00BJTD4V19.USD","EFIV","SMCC","LU0965508806.USD","SG9999014906.USD","FAI","LU2264538146.SGD","LU2417539215.USD","LU2191332357.HKD","SMCZ","LU2543165471.USD","LU2750360997.AUD","LU1720051017.SGD","LU2168564222.USD","LU0683600562.USD","VT","LU0170899867.USD","SG9999014898.SGD","LU0964807845.USD","LU1935043023.USD","LU0786609619.USD","SG9999018865.SGD","NVDL","LU1429558221.USD","LU2999663052.SGD","IE00B3M56506.USD","IE00BN29S564.USD","LU0823421333.USD","XLK","LU2087625088.SGD","LU0345768153.USD","LU1674673428.USD","LU1868836757.USD","NVDY","IE00B5TLWC47.USD","SNVDAmain","LU2125909916.SGD","LU0154236417.USD","LU0323240290.USD","LU1400636657.SGD","LU2089985449.USD","LU0820562030.AUD","LU2357305700.SGD","SG9999018857.SGD","LU2272731782.SGD","LU1923622614.USD","LU0266013472.USD","LU2602419157.SGD","LU2054465674.USD","LU0787776722.HKD","HK0000306701.USD","BK4550","LU2360106780.USD","LU1974910355.USD","SGXZ51526630.SGD","LU2381873111.SGD","SG9999002224.SGD","LU1934455194.USD","07788","LU2491049909.HKD","LU1815333072.USD","LU1979441026.SGD","LU1868837136.USD","SG9999014880.SGD","LU0444973449.USD","SG9999014559.SGD","BK4551","LU1992135399.USD","LU2237443895.HKD","LU0795875169.SGD","LU0347712357.USD","LU0820561818.USD","LU2168564495.EUR","LU0965509283.SGD","LU0942090050.USD","LU1699723380.USD","LU1066051225.USD","HK0000304797.USD","LU0061474960.USD","LU0127658192.USD","SG9999015341.SGD","LU0234570918.USD","LU1202635105.USD","CNEQ","LU2433249047.HKD","SNPE","LU2100268510.USD","BK4614","LU0466842654.USD","LU1037948897.HKD","LU0943347566.SGD","IE00BWXC8680.SGD","LU2458330169.SGD","LU1280957306.USD","TEK","LU2168564149.EUR","LU1629891620.HKD","SGXZ23171101.USD","IE0009356076.USD","LU1003077747.HKD","SG9999015952.SGD","LU2322448957.HKD","LU0528227936.USD","LU1989772840.SGD","LU2087621335.USD","LU2637965513.SGD","LU1267930573.SGD","LU0345769631.USD","BK4585","LU2065171402.SGD","ROM","LU2420271590.USD","LU0511384066.AUD","HK0000914660.USD","LFGY","BK4534","LU0823414551.USD","LU2491050154.USD","LU2347655156.SGD","LU2394011477.USD","BK4612","LU2213496289.HKD","LU2244417387.USD","THMR","IE0005OL40V9.USD","LU1069344957.HKD","LU0070217475.USD","SG9999001424.SGD","IE00BQXX3C00.GBP","IE0004086264.USD","LU2065169927.USD","IE00BMPRXQ63.HKD","IE000Q6AESB8.SGD","LU1803068979.SGD","LU0203201768.USD","LU0175139822.USD","LU2463028550.USD","SGXZ99366536.SGD","LU2125909247.SGD","LU1935042488.USD","LU0353189763.USD","LU2237957902.USD","LU0106261372.USD","LU2403377893.USD","LU2125909759.SGD","IE00BZ1G4Q59.USD","LU0124676726.USD","LU0661504455.SGD","NVDS","LU0069063385.USD","LU2168563687.JPY","ABFL","LU3102509885.SGD","BK4592","NVD3.UK","LU2242650005.HKD","HK0000306685.HKD","LU1720051108.HKD","LU2756315318.SGD","LU1145028129.USD","IE00BD6J9T35.USD","SGXZ81514606.USD","LU1084165304.USD","LU1400636574.HKD","NVII","LU0823421416.USD","LU0077335932.USD","BK4581","LU0889565833.HKD","LU1119994496.HKD","IE0004091025.USD","3NVD.UK","LU0868494708.USD","LU1861127337.USD","LU1242518857.USD","LU0882574139.USD","SG9999014575.USD","LU2750360641.GBP","BK4503","METV","LU0949170772.SGD","NULC","LU0795875086.SGD","LU2505996681.GBP","IE00BMPRXR70.SGD","BK4548","LU1551013342.USD","BK4549","LU1645745479.HKD","LU0107464264.USD","LU0724617625.USD","LU0823434740.USD","LU1951198990.SGD","SG9999004303.SGD","BK4170","LU0719512351.SGD","LU0265550359.USD","NVDQ","LU2462591277.SGD","LU2860962120.EUR","LU0079474960.USD","LU0157215616.USD","LU0708995401.HKD","IE00B1XK9C88.USD","LU1935042991.SGD","LU1064131342.USD","LU1496350502.SGD","LU2461242641.AUD","LU2065170008.USD","SGXZ31699556.SGD","SMYY","LU0354030511.USD","LU2279689827.SGD","HK0000819398.USD","LU1642822529.SGD","LU0081259029.USD","LU0985320562.USD","LU2097344431.USD","LU2133065610.SGD","LU0143551892.USD","TYLG","LU1778281490.HKD","LU1366333091.USD","LU1861220033.SGD","LU1721428933.USD","NVIW.SI","LU1917777945.USD","SNVD.UK","LU0096364046.USD","LU2247934214.USD","LU2361045086.USD","LU1821325948.USD","LU1804176565.USD","LU1983260115.SGD","LU1989772923.USD","LU0912757837.SGD","IE0034235295.USD","LU0494093205.USD","SG9999000418.SGD","LU0395794307.EUR","LU1861215975.USD","LU2047632596.USD","LU1244550221.USD","BK4543","LU2456880835.USD","LU0289739343.SGD","LU0868494617.USD","IE00BMPRXN33.USD","SMCX","LU1127390331.HKD","LU2092627202.USD","LU0642271901.SGD","LU0345769128.USD","LU1852331112.SGD","LU0708994859.HKD","LU2168564065.EUR","LU2462591350.SGD","LU0957808578.USD","LU0345770308.USD","LU1366192091.USD","LU1674673691.USD","IE00B5949003.HKD","LU2552382215.SGD","SG9999015945.SGD","LU1323610961.USD","LU2326559502.SGD","LU2746668974.SGD","CHPX","LU0353189680.USD","LU1571399168.USD","LU1914381329.SGD","NVYY","IE0003U64NQ7.SGD","LU0097036916.USD","LU0323239441.USD","NVDW","CMAG","LU0056508442.USD","LU1623119135.USD","USXF","FTEC","LU0342679015.USD","LU2237443549.SGD","BK4567","IE00B19Z9505.USD","LU0323591593.USD","LU1116320737.USD","LU0557290698.USD","LU2272731865.HKD","NVDD","LU0210533765.USD","LU0308772762.SGD","IE00BJLML261.HKD","LU0211327993.USD","LU2322448791.USD","SMCI","LU0820561909.HKD","LU1551013425.SGD","LU0276348264.USD","IE00B4YYXB79.USD","LU1496350171.SGD","IE00B4JS1V06.HKD","LU1732799900.SGD","SGXZ80539844.SGD","LU2462157665.USD","IE00BFSS7M15.SGD","LU0203202063.USD","LU2237443622.USD","NVDA","IE00B3SWFQ91.USD","NVDU","LU0234572021.USD","LU0320765059.SGD","LU2471134952.CNY","IE0004445015.USD","LU2487616109.SGD","LU2413666426.HKD","LU2357125470.USD","LU0011850046.USD","LU0274383776.USD","LU2265009873.SGD","IE0034235188.USD","LU2211815571.USD","LU2361044949.HKD","IE00BJJMRX11.SGD","BK4598","LU2250418816.HKD","LU2473716301.USD","LU1880398471.USD","LU2452424414.USD","DIPS","BK4587","SG9999017495.SGD","LU1839511570.USD","IE00BYXW3230.USD","LU0198837287.USD","LU0174119429.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662721787","title":"液冷服務器概念震盪走強 英特科技等漲停","url":"https://stock-news.laohu8.com/highlight/detail?id=2662721787","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662721787?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 10:08","pubTimestamp":1787796506,"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":["SMCY","SMYY","SMCC","SMCZ","SMCX","SMCL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662721896","title":"中信證券：千億項目全鏈條落地 算力投資持續高景氣","url":"https://stock-news.laohu8.com/highlight/detail?id=2662721896","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662721896?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 09:35","pubTimestamp":1787794544,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信证券发布研报称，内蒙古算力枢纽千亿项目集中落地，叠加2030年200万P算力远期规划与算力产业自主可控趋势，国产算力产业链迎来明确增长机遇。枢纽万卡级智算集群加速落地，叠加供应链安全与自主可控要求，国产AI芯片、通用算力芯片及服务器整机需求持续释放，带动上游芯片、板卡、整机全链条需求放量。","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/1486707.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":["BK0028","LU1255011170.USD","LU1997245177.USD","BK0012","SMCL","LU1064131003.USD","LU1655091616.SGD","06030","LU2580892789.USD","SMYY","BK1564","BK0276","LU1794554557.SGD","SMCC","SMCY","LU1580142542.USD","LU2148510915.USD","LU0405327148.USD","SMCZ","BK1516","BK1521","SMCX","LU1781817850.SGD","BK0183","LU2495084118.USD","BK0196","LU1328615791.USD","BK1147","DRGN","BK0188","600030","LU1997245094.SGD","LU1720050803.USD","FRWD","LU1997244956.HKD","LU2580892862.HKD","LU0405327494.USD","LU2289578879.USD","LU1064130708.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103526628","title":"期權聚焦 | SMCI看漲情緒明確：百萬美元買入2028年95美元遠期虛值Call，賣Put配合偏多佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=1103526628","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103526628?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 09:02","pubTimestamp":1787792573,"startTime":"0","endTime":"0","summary":"当日SMCI期权大单情绪明确偏多，核心特征是一笔规模达105.64万美元的远期虚值CALL买入主导，同时伴随卖出PUT的偏多交易配合，看空资金几乎缺席，整体资金态度偏向积极。整体来看，SMCI当日大单情绪明确偏多，且看空资金几乎缺席。综合而言，期权大单所传递出的市场态度偏向积极，显示资金对SMCI后续表现持较强看多预期。","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":["LU0053671581.USD","SMCZ","UDN","LU1861220033.SGD","SMCC","UUP","SMCL","BK4588","BK4585","SMCI","BK4543","LU1861215975.USD","SMCY","SMYY","BK4170","SMCX"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}