美股詳情

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

Vanguard Industrials ETF

324.05

-1.8700-0.57%

盤後：324.050.00000.00%19:30 EDT

成交量：115.39萬

成交額：3.75億

市值：77.18億

市盈率：7.59

高：327.84

開：327.01

低：323.26

收：325.92

52周最高：362.21

52周最低：282.03

股本：2,381.80萬

流通股本：2,381.80萬

量比：9.16

換手率：4.84%

股息：3.10

股息率：0.96%

每股收益(TTM):42.70

每股收益(LYR):42.70

淨資產收益率：11.54%

總資產收益率：0.79%

市淨率：1.29

市盈率(LYR):7.59

資料載入中...

總覽公司新聞資訊公告

美國7月ISM製造業PMI創逾四年新高！就業指數重返擴張區間 AI基礎設施建設推動半導體需求持續升温

美國7月ISM製造業PMI為55.6 高於預期

AI熱潮推動美國製造業以四年來最快速度擴張

环球市场播报

美國製造業擴張速度創2022年以來最快

美國7月ISM製造業PMI 55.6，預期54，前值53.3。

美國7月ISM製造業PMI為55.6，高於前值的53.3。預測值為54。

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

华尔街见闻

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

去槓桿衝擊之下，算力核心邏輯變了嗎？

华尔街见闻

美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲

华尔街见闻

美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

华尔街见闻

科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

智通财经网

第一太陽能維持全年資本開支預期在8億-10億美元不變，分析師預期8.758億美元。

資本開支越大，領先窗口越短：大模型巨頭陷入內卷困局

划重点KeyPoints

道指深夜狂瀉1100點，費城半導體指數跌5.33%，微軟"減負"盤後大漲，Meta"燒錢"遭拋售，資本開支成照妖鏡

Meta第三財季營收展望遜於預期上調全年資本開支預估下限

Meta第三財季營收展望遜於預期上調全年資本開支預估下限

Meta第三財季營收展望遜於預期上調全年資本開支預估下限

环球市场播报

聯電業績亮眼且上調資本開支 AI訂單從GPU外溢至成熟製程

半導體暴跌中的基本面反證! 聯電業績炸裂且上調資本開支，AI訂單從GPU外溢至成熟製程

{"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/VIS/news?page=7"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"VIS","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"VIS\",,,,,undefined,":{"symbol":"VIS","market":"US","secType":"STK","nameCN":"Vanguard Industrials ETF","latestPrice":324.05,"timestamp":1789502400000,"preClose":325.92,"halted":0,"volume":1153894,"hourTrading":{"tag":"盘后","latestPrice":324.05,"preClose":324.05,"latestTime":"19:30 EDT","volume":65,"amount":21120.25,"timestamp":1789515007182,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":-0.00573760432007856,"floatShares":23818012,"shares":23818012,"eps":42.69867,"marketStatus":"未開盤","change":-1.87,"latestTime":"09-15 16:00:00 EDT","open":327.01,"high":327.835,"low":323.26453,"amount":374883809.92202,"amplitude":0.014023,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":42.69867,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789545600000},"marketStatusCode":0,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":325.92,"sharesOutstanding":22123325,"nav":325.99,"aum":7777784652.33,"dividendRate":0.009555,"bidAskSpread":0.000636,"preHourTrading":{"tag":"盘前","latestPrice":330.98,"preClose":325.92,"latestTime":"08:48 EDT","volume":37,"amount":12064.10012,"timestamp":1789476533503,"change":5.06,"changeRate":0.015525,"amplitude":0.015525},"postHourTrading":{"tag":"盘后","latestPrice":324.05,"preClose":324.05,"latestTime":"19:30 EDT","volume":65,"amount":21120.25,"timestamp":1789515007182,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":9.163562,"impliedVol":0.2223,"impliedVolPercentile":0.8645},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"VIS\",,,,,undefined,":{"symbol":"VIS","floatShares":23818012,"roa":"0.79%","roe":"11.54%","lyrEps":42.698671,"volumeRatio":9.163562,"shares":23818012,"dividePrice":3.0962,"high":327.835,"amplitude":0.014023,"preClose":325.92,"low":323.26453,"week52Low":282.03,"pbRate":"1.29","psRate":"100.54","week52High":362.21,"institutionHeld":0,"latestPrice":324.05,"eps":42.69867,"divideRate":0.009555,"volume":1153894,"delay":0,"ttmEps":42.69867,"open":327.01,"prevYearClose":298.38,"prevWeekClose":331.15,"prevMonthClose":335.75,"prevQuarterClose":360.38,"fiveDayClose":335.51,"twentyDayClose":358.74,"sixtyDayClose":353.56},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/VIS\",params:#limit:5,,,undefined,":[{"date":"2026-06-24","symbol":"VIS","amount":0.7599,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-06-24","defaultRemindTime":1782307800000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-06-26","payableDate":"2026-06-24","currency":"USD","dateTimestamp":1782273600000,"payDate":"2026-06-26"},{"date":"2026-03-24","symbol":"VIS","amount":0.7877,"announcedDate":"2026-03-20","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-03-24","defaultRemindTime":1774359000000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-03-26","payableDate":"2026-03-24","currency":"USD","dateTimestamp":1774324800000,"payDate":"2026-03-26"},{"date":"2025-12-17","symbol":"VIS","amount":0.8141,"announcedDate":"2025-12-15","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-17","defaultRemindTime":1765981800000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-19","payableDate":"2025-12-17","currency":"USD","dateTimestamp":1765947600000,"payDate":"2025-12-19"},{"date":"2025-09-24","symbol":"VIS","amount":0.7324,"announcedDate":"2025-09-22","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-24","defaultRemindTime":1758720600000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-26","payableDate":"2025-09-24","currency":"USD","dateTimestamp":1758686400000,"payDate":"2025-09-26"},{"date":"2025-06-26","symbol":"VIS","amount":0.7054,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-26","defaultRemindTime":1750944600000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-06-30","payableDate":"2025-06-26","currency":"USD","dateTimestamp":1750910400000,"payDate":"2025-06-30"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"VIS\",market:\"US\",,,undefined,":[{"executeDate":"2016-09-20","recordDate":"2016-09-22","paymentDate":"2016-09-26","value":0.569,"currency":"USD"},{"executeDate":"2016-12-14","recordDate":"2016-12-16","paymentDate":"2016-12-20","value":0.606,"currency":"USD"},{"executeDate":"2017-03-24","recordDate":"2017-03-28","paymentDate":"2017-03-30","value":0.544,"currency":"USD"},{"executeDate":"2017-06-28","recordDate":"2017-06-30","paymentDate":"2017-07-05","value":0.532,"currency":"USD"},{"executeDate":"2017-09-27","recordDate":"2017-09-28","paymentDate":"2017-10-02","value":0.586,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"VIS\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"VIS\",pageSize:20,pageCount:7,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2656370840","title":"美國7月ISM製造業PMI創逾四年新高！就業指數重返擴張區間 AI基礎設施建設推動半導體需求持續升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2656370840","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656370840?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:50","pubTimestamp":1785768618,"startTime":"0","endTime":"0","summary":"美国供应管理协会周五公布的数据显示，7月ISM制造业PMI升至55.6%，较6月上升2.3个百分点，为2022年5月以来最高水平，也是连续第七个月位于扩张区间。ISM指出，客户库存持续偏低通常意味着未来企业仍有补库存需求，对后续生产形成支撑。ISM指出，钢铁和铝价格上涨、进口商品关税以及中东局势推高石油相关产品价格，仍是制造业成本上升的三大主要因素。值得关注的是，AI基础设施建设继续成为制造业增长的重要驱动力。","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/1475505.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":["FNGG","SIJ","MAGO","BK4588","GSGO","SPYG","AIPO","FNGS","XLI","TYLG","BK4581","BK4550","IVW","TDAX","KQQQ","FEPI","FCLD","FNGO","XLIX","MAGQ","AFGR","VUSG","IUSG","MGK","VIS","WPAI","BK4585","GGUS","PWB","GGRW","TDAQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656706103","title":"美國7月ISM製造業PMI為55.6 高於預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2656706103","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656706103?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:48","pubTimestamp":1785768498,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美国7月ISM制造业PMI 55.6，预期54，前值53.3。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303353","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":null,"symbols":["BK4581","BK4588","XLI","BK4585","BK4550","VIS","XLIX","SIJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656874377","title":"AI熱潮推動美國製造業以四年來最快速度擴張","url":"https://stock-news.laohu8.com/highlight/detail?id=2656874377","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656874377?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:21","pubTimestamp":1785766881,"startTime":"0","endTime":"0","summary":"美国制造商7月以四年多来最快速度增长，受益于人工智能热潮带来的巨大红利，但也正受到类似疫情时期的供应短缺和通胀上升的困扰。　　备受关注的ISM制造业指数7月从6月的53.3%升至55.6%。任何高于50%的读数都表明行业正在增长。　　ISM每月对高管进行企业运营状况调查。制造业雇用约1300万人，在美国经济中仍扮演着重要角色。","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":"https://finance.sina.com.cn/stock/usstock/c/2026-08-03/doc-inimafqi2575567.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_us","symbols":["SMIZ","RSPN","SIJ","VIS","SQLT","AIPO","CHAT","DVXB","VAW","RNIN","XLI","CALF","ISCB","PSC","REMC","AVSC","SCDS","MGMT","DFMC","XVO","GMOV","AVUV","FEX","SPSM","MDYG","SPMD","XLIX","FXZ","IDE","KDEC","CATG","MDY","VIOV","VTHR","BBSC","GVLU","MADE","ARTY","IVOO","IYJ","QTOC","TXS","EUSA","SSCP","MCDS","RSPM","FNDA","FYX","QVMS","DFAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656198372","title":"美國製造業擴張速度創2022年以來最快","url":"https://stock-news.laohu8.com/highlight/detail?id=2656198372","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656198372?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:04","pubTimestamp":1785765848,"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":["SCDS","SPSM","QVMM","IJS","AVSC","GMOV","CATG","MADE","CZA","EUSA","FXR","FNDA","CALF","RSPM","SMIZ","RSPN","VIS","UDOW","BBSC","IVOO","VAW","FXZ","XLI","FYX","REMC","XVO","MGMT","PSC","FNX","JPME","DFMC","KMAY","SMDX","SQLT","XLII","DVXB","MIDU","RNIN","XLIX","FEX","AVUV","KDEC","MDY","QVMS","GVLU","TRUI","SPMD","SSCP","MCDS","VIOV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656137250","title":"美國7月ISM製造業PMI 55.6，預期54，前值53.3。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656137250","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656137250?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:00","pubTimestamp":1785765610,"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":["XLIX","VIS","BK4550","BK4581","BK4585","XLI","BK4588","SIJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656372572","title":"美國7月ISM製造業PMI為55.6，高於前值的53.3。預測值為54。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656372572","media":"AASTOCKS","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656372572?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:00","pubTimestamp":1785765600,"startTime":"0","endTime":"0","summary":"美国7月ISM制造业PMI为55.6，高于前值的53.3。预测值为54。~阿思达克财经新闻网址: www.aastocks.com","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20241101160739395_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20241101160739395_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1536333&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1536333&catg=1","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":"aastocks_forex","symbols":["VIS","BK4550","SIJ","BK4581","BK4588","XLI","XLIX","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656717243","title":"8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億","url":"https://stock-news.laohu8.com/highlight/detail?id=2656717243","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656717243?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 20:57","pubTimestamp":1785761838,"startTime":"0","endTime":"0","summary":"高盛认为，市场广泛引用的约8000亿美元AI资本开支明显低估，遗漏了非美国企业及私募公司的投资，并混入部分非AI支出。调整后预计，2026年全球AI实际投资规模将达1.02万亿美元，显示AI资本开支周期的体量与持续性均强于市场预期。","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://wallstreetcn.com/articles/3778593","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":["FIDU","AIPO","BK4588","QTOC","REGS","ARTY","XLII","VIS","CHAT","FRTY","DVIN","TRUI","PJFM","VTHR","AGIX","XLIX","IYJ","BK4585","MADE","PSCI","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656374620","title":"8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億","url":"https://stock-news.laohu8.com/highlight/detail?id=2656374620","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656374620?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 20:57","pubTimestamp":1785761820,"startTime":"0","endTime":"0","summary":"高盛最新研究报告指出，被广泛引用的约8000亿美元超大规模云服务商资本开支预测存在系统性低估，一旦纳入私募企业及非美国公司的投资，并剔除非AI相关支出，2026年全球AI投资总额预计将达到1.019万亿美元。三种方法平均结果显示，2022年至2026年底全球AI投资累计总额将达1.8万亿美元。若这一趋势延续至2026年下半年，则2026年AI相关支出增加对实际投资的拉动将小于2025年。","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/jjxw/2026-08-03/doc-inikzzfz4530645.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":["VIS","REGS","BK4588","PSCI","FIDU","BK4585","QTOC","TRUI","MADE","XLII","AGIX","VTHR","XLIX","AIPO","CHAT","UXI","ARTY","FRTY","DVIN","PJFM","IYJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656334431","title":"去槓桿衝擊之下，算力核心邏輯變了嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2656334431","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656334431?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 10:09","pubTimestamp":1785722990,"startTime":"0","endTime":"0","summary":"韩国存储去杠杆触发全球算力链风险重定价，但中信建投指出，这并非AI需求逆转，而是市场重估涨价与高利润率的持续性。SK会长称AI半导体价格“非正常高位”，三大厂加码长协、扩产与本土化，从“供给纪律”转向“稳价扩量”。下半年算力逻辑重排：涨价斜率边际放缓，订单兑现和产能释放的定价权重上升。","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://wallstreetcn.com/articles/3778530","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":["DVIN","FIDU","VIS","DRAL","AIPO","HBMX","BK4585","REGS","XLII","UXI","IYJ","FRTY","AGIX","ARTY","DRMY","XLIX","DRAM","MADE","PJFM","QTOC","PSCI","EDZ","TRUI","DISK","BK4588","DRMP","VTHR","CHAT"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656139701","title":"美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2656139701","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656139701?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 06:20","pubTimestamp":1785622844,"startTime":"0","endTime":"0","summary":"高盛表示，美股二季度财报表现强劲，标普500剔除一次性项目后EPS同比大增26%，AI基础设施贡献约三分之一盈利增长。云巨头云业务增速飙至48%，2027年资本开支预计突破1万亿美元，强劲基本面正为AI行情提供支撑。","market":"sh","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778478","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":null,"symbols":["IYJ",".SPX","VTHR","QDEC","QID","PSQ","03455","09834","PJFM","QLD",".IXIC","YSPY","SDOW","NJUL","XMAG","AIPO","QQQ","SPYU","QIDX","SH","MADE","SPXL","UDOW","DOG","QTOC","07522","DVIN","SQQQ","SSO","NDX","AINT","XLII","GPIQ","07266","DXD","FIDU","SPY","SPDN","03034",".DJI","02834","QQQX","07568","ARTY","MMAX","SPYH","NJAN","SMAX","VIS","IVV","03086","SPXU","UXI","SDS","07261","NOCT","QQQM","FRTY","DMAX","SPYM","UPRO","DIA","PSCI","REGS","SPUU","AFLG","SPXS","TQQQ","VOO","DDM","09086","SPYQ","QMAR","CHAT","APRP","XLIX","HIBL","TQQY","NAPR","AGIX","TRUI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655358846","title":"美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655358846","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655358846?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 16:20","pubTimestamp":1785486017,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元，同比暴增78%。钱花出去了，赚回来多少？AWS AI年化收入突破250亿、Azure达370亿，云业务正成为最硬的变现证明；但四家合并自由现金流跌至十年低点约70亿美元，Google史上首现单季负值。这场资本开支与AI收入的生死赛跑，答案悬而未决。","market":"us","thumbnail":"https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778408","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":null,"symbols":["FRTY","UXI","AMZU","FIDU","MSFD","VTHR","GGLL","AZYY","MSFX","GOOW","AMZD","GOOY","MSFT","AIPO","MSFO","XLII","GOOX","AFLG","IYJ","MSFW","REGS","GOU","TRUI","GOOG","GOOGL","FBL","AMZW","AINT","METU","QTOC","MADE","QIDX","DVIN","FBYY","MSFL","FBY","METD","CHAT","PSCI","AMZN","XMAG","AMZZ","VIS","MSFY","PJFM","GOOP","METW","AMZY","APRP","ARTY","XLIX","META","AGIX","MSFU","GGLS","AMZP"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655435355","title":"科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655435355","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655435355?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 15:13","pubTimestamp":1785481980,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元，同比暴增78%。钱花出去了，赚回来多少？","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1474541.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":"highlight_zhitongcaijin","symbols":["FRTY","XMAG","XLIX","VTHR","PSCI","TRUI","UXI","VIS","QIDX","DVIN","REGS","CHAT","AFLG","ARTY","AGIX","QTOC","MADE","FIDU","XLII","PJFM","AINT","APRP","AIPO","IYJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655383701","title":"第一太陽能維持全年資本開支預期在8億-10億美元不變，分析師預期8.758億美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655383701","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655383701?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 04:05","pubTimestamp":1785441903,"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":["LU1720051108.HKD","FRNW","LU2048586759.USD","XLIX","FSLR","DVIN","LU1983299162.USD","IE00BGHQF417.EUR","LU0823421416.USD","LU1992135399.USD","XLII","MADE","LU0823434583.USD","LU0154245673.USD","PJFM","LU0323239441.USD","BK4519","BK4585","TRUI","LU0823414551.USD","IYJ","LU2357125470.USD","LU0323240290.USD","VIS","LU2272731782.SGD","REGS","LU2272731600.USD","TAN","IE00B2PGVK34.USD","UXI","LU2272731865.HKD","ICLN","LU1548497426.USD","LU2211815571.USD","CTEC","PSCI","VCLN","LU1992135472.HKD","FRTY","LU1720051017.SGD","LU2473716301.USD","LU1974910355.USD","FIDU","LU2249611893.SGD","BK4141","LU1917777945.USD","LU2023250504.SGD","SMOG","LU2211814178.USD","LU0823434740.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655476128","title":"資本開支越大，領先窗口越短：大模型巨頭陷入內卷困局","url":"https://stock-news.laohu8.com/highlight/detail?id=2655476128","media":"划重点KeyPoints","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655476128?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 12:56","pubTimestamp":1785387405,"startTime":"0","endTime":"0","summary":"模型厂商烧钱越来越多，为什么领先窗口期却越来越短？领先一被追上，定价权当场就没了。OpenAI发布o1四个月后，DeepSeek R1就以开源权重追平了它，R1的基座模型V3训练成本约557万美元，只有外界对GPT-4成本估算的十几分之一。开源模型至今没有反超闭源，Epoch AI测算平均还落后约4个月，但闭源的领先窗口，已经被压缩到只能按月计算。天量资本开支背后，谁在真赚钱？","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://tech.ifeng.com/c/8vBBRM6QMnF","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":"fenghuang_stock","symbols":["EPAI","MADE","LRNZ","BK4588","UXI","TRUI","FIDU","XLIX","FRTY","VIS","REGS","BK4585","XLII","GPTZ","IYJ","DVIN","PJFM","PSCI","WISE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655984558","title":"道指深夜狂瀉1100點，費城半導體指數跌5.33%，微軟\"減負\"盤後大漲，Meta\"燒錢\"遭拋售，資本開支成照妖鏡","url":"https://stock-news.laohu8.com/highlight/detail?id=2655984558","media":"金融界","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655984558?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 08:41","pubTimestamp":1785372063,"startTime":"0","endTime":"0","summary":"费城半导体指数跌5.33%，连续五个交易日收跌板块层面，半导体成为下跌重灾区。费城半导体指数单日下跌 5.33%，录得连续第五个交易日收跌，本月累计跌幅已超 11%。微软“减负”获追捧，Meta“烧钱”遭抛售盘后两份重磅科技财报的出炉，进一步放大了市场分化，也清晰折射出当前 AI 行情的核心矛盾 —— 资本开支的效率与回报。受此推动，微软盘后股价一度涨超9%。另一边，Meta 的财报则再度点燃市场担忧。","market":"hk","thumbnail":"https://imgcloud.jrjimg.cn/2026/07/20260730083840725.jpg","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2026/07/20260730083840725.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/07/30084157950305.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":["GRNY","AMUU","DGRW","SEMY","DGRO","SOX","FDN","DVIN","DXD","DVY","YMAG","MADE","FRTY","MSFX","TSXD","UXI","VIS","XDAT","MSFO",".DJI","TSXU","PSCI","TRUI","MSFY","OGIG","SOCL","MSFU","SNPE","ONG","BULZ","IGV","IYJ","XLII","RAUS","XLIX","VUG","AMKX","PJFM","MAGY","FIDU","MSFT","YMmain","REGS","ROM","TWSC","XSEM","FDVV","SOXW","UDOW","DDM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655140738","title":"Meta第三財季營收展望遜於預期 上調全年資本開支預估下限","url":"https://stock-news.laohu8.com/highlight/detail?id=2655140738","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655140738?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 04:59","pubTimestamp":1785358766,"startTime":"0","endTime":"0","summary":"MetaPlatformsInc.给出的本季度营收展望令人失望，加剧了投资者对该公司史无前例的人工智能支出的担忧。这家社交媒体巨头表示，第三季度营收预计为610亿至640亿美元，彭博汇编的数据显示，该区间中值低于分析师平均预期的632亿美元。Meta依靠广告业务为其代价高昂的AI产品和基础设施投资提供资金。投资者一直质疑Meta最终将如何收回AI投资。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607303825533274.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607303825533274.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_eastmoney","symbols":["VIS","PSCI","FIDU","IYJ","DVIN","REGS","MADE","SOCL","XLIX","YMAG","FRTY","BULZ","UXI","PJFM","XLII","MAGY","TRUI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655811320","title":"Meta第三財季營收展望遜於預期 上調全年資本開支預估下限","url":"https://stock-news.laohu8.com/highlight/detail?id=2655811320","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655811320?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 04:36","pubTimestamp":1785357360,"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":["XLIX","BK4585","DVIN","MADE","AAPL","REGS","UXI","FIDU","MAGY","MSFT","BULZ","GOOG","VIS","BK4588","META","NVDA","TSLA","TRUI","XLII","IYJ","AMZN","FRTY","PJFM","PSCI","SOCL","YMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655981429","title":"Meta第三財季營收展望遜於預期 上調全年資本開支預估下限","url":"https://stock-news.laohu8.com/highlight/detail?id=2655981429","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655981429?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 04:20","pubTimestamp":1785356400,"startTime":"0","endTime":"0","summary":"Meta Platforms Inc．给出的本季度营收展望令人失望，加剧了投资者对该公司史无前例的人工智能支出的担忧。投资者一直质疑Meta最终将如何收回AI投资。Meta股价周三在纽约收于585.61美元，盘后下跌约6.2%，今年迄今累计下挫11%。截至6月30日的季度，Meta营收608亿美元，略高于分析师预期的603亿美元。根据公司提交的文件，Meta周三将全年支出预估区间收窄至1650亿至1690亿美元，以反映与法律诉讼相关的24亿美元罚款。","market":"sg","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/world/2026-07-30/doc-inikpnux2142517.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IYJ","REGS","TRUI","PSCI","SOCL","XLIX","UXI","XLII","MAGY","DVIN","FIDU","PJFM","BULZ","YMAG","FRTY","VIS","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655860859","title":"聯電業績亮眼且上調資本開支 AI訂單從GPU外溢至成熟製程","url":"https://stock-news.laohu8.com/highlight/detail?id=2655860859","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655860859?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 20:05","pubTimestamp":1785326730,"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":["BK4141","FRTY","VIS","PJFM","AIPO","CHAT","BK4588","UMCX","BK4585","BK4605","XLII","BK4526","AGIX","XLIX","DVIN","VTHR","UXI","REGS","BK4554","ARTY","MADE","IYJ","QTOC","UMC","FIDU","TRUI","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655886791","title":"半導體暴跌中的基本面反證! 聯電業績炸裂且上調資本開支，AI訂單從GPU外溢至成熟製程","url":"https://stock-news.laohu8.com/highlight/detail?id=2655886791","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655886791?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 20:00","pubTimestamp":1785326439,"startTime":"0","endTime":"0","summary":"亚洲以及美国市场人工智能相关半导体股票周三再次上演暴跌。此外，联电董事会已批准 2026 年和 2027 年约 50 亿美元的资本开支预算。联电美股ADR也因近期全球AI算力产业链以及半导体板块暴跌而陷入回调，7月跌幅超35%，但是年内涨幅仍然高达125%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/41af1d1e64aa1632886e91e970ce6f38","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/41af1d1e64aa1632886e91e970ce6f38"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1473700.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"半导体暴跌中的基本面反证! 联电业绩炸裂且上调资本开支，AI订单从GPU外溢至成熟制程","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SOXL","USD","XLII","BK4554","FTXL","MADE","BK4605","PJFM","BK4585","ARTY","EIS","QTOC","SSG","VIS","159582","NBDS","IYJ","FRTY","BK4141","FWD","VGT","AGIX","SOXY","PSCI","CHPS","SOXX","SMHX","XSD","MQQQ","BK4526","REGS","TRUI","SMH","TECY","XLIX","CHPY","CHAT","SOXS","CWC","BK4588","SOXQ","FIDU","VTHR","AIPO","UMC","PSI","UMCX","UXI","DVIN","TEKX"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":7,"totalSize":200,"code":"91000000","status":"200"}]}}