美股詳情

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

The Industrial Select Sector SPDR Premium Income Fund

24.22

-0.0400-0.16%

成交量：9,557

成交額：23.13萬

市值：1,453.20萬

市盈率：- -

高：24.27

開：24.20

低：24.17

收：24.26

52周最高：26.67

52周最低：23.21

股本：60.00萬

流通股本：60.00萬

量比：0.96

換手率：1.59%

股息：3.22

股息率：13.31%

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

中信建投：北美雲廠商資本開支繼續高增長關注算力超跌與高股息標的

中信建投：北美雲廠商資本開支繼續高增關注算力超跌與高股息標的

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

智通财经网

牛市行情擴散，背後核心誘因只有一個

环球市场播报

美國製造業擴張速度創2022年以來最快

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

採購經理人指數數據顯示，日本7月工廠產出飆升至近12年來高位。

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

匈牙利將於周一起暫停高峯時段鐵路貨運。

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

熊本地震引發的供應鏈中斷迫使豐田擴大停產範圍。

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

三星電子：受人工智能基礎設施資本開支持續增加，以及智能體人工智能應用範圍不斷擴大推動，存儲業務預計以服務器為核心的需求將

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

{"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/XLII/news?page=7"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"XLII","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLII\",,,,,undefined,":{"symbol":"XLII","market":"US","secType":"STK","nameCN":"The Industrial Select Sector SPDR Premium Income Fund","latestPrice":24.22,"timestamp":1789754835596,"preClose":24.26,"halted":0,"volume":9557,"delay":0,"changeRate":-0.001648804616653038,"floatShares":600000,"shares":600000,"eps":0,"marketStatus":"交易中","change":-0.04,"latestTime":"09-18 14:09:08 EDT","open":24.2,"high":24.27,"low":24.17,"amount":231255.78465299998,"amplitude":0.004122,"askPrice":24.29,"askSize":200,"bidPrice":24.17,"bidSize":100,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1789761600000},"marketStatusCode":2,"adr":0,"exchange":"ARCA","adjPreClose":24.26,"sharesOutstanding":110000,"nav":24.18853,"aum":14513117.86,"dividendRate":0.133113,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":24.3099,"preClose":24.26,"latestTime":"16:10 EDT","volume":7,"amount":169.72,"timestamp":1789675804548,"change":0.0499,"changeRate":0.002057,"amplitude":0},"volumeRatio":0.962999},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLII\",,,,,undefined,":{"symbol":"XLII","floatShares":600000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.962999,"shares":600000,"dividePrice":3.224,"high":24.27,"amplitude":0.004122,"preClose":24.26,"low":24.17,"week52Low":23.21,"pbRate":"--","week52High":26.665,"institutionHeld":0,"latestPrice":24.22,"committee":-0.333333,"eps":0,"divideRate":0.133113,"volume":9557,"delay":0,"ttmEps":0,"open":24.2,"prevYearClose":24.8571,"prevWeekClose":24.7104,"prevMonthClose":25.26,"prevQuarterClose":26.4459,"fiveDayClose":24.7104,"twentyDayClose":25.795,"sixtyDayClose":25.9147},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/XLII\",params:#limit:5,,,undefined,":[{"date":"2026-09-01","symbol":"XLII","amount":0.107979,"announcedDate":"2026-08-31","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-09-01","defaultRemindTime":1788269400000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-09-03","payableDate":"2026-09-01","currency":"USD","dateTimestamp":1788235200000,"payDate":"2026-09-03"},{"date":"2026-08-03","symbol":"XLII","amount":0.300373,"announcedDate":"2026-07-31","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-08-03","defaultRemindTime":1785763800000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-08-05","payableDate":"2026-08-03","currency":"USD","dateTimestamp":1785729600000,"payDate":"2026-08-05"},{"date":"2026-07-01","symbol":"XLII","amount":0.30799,"announcedDate":"2026-06-30","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-07-01","defaultRemindTime":1782912600000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-07-06","payableDate":"2026-07-01","currency":"USD","dateTimestamp":1782878400000,"payDate":"2026-07-06"},{"date":"2026-06-01","symbol":"XLII","amount":0.312604,"announcedDate":"2026-05-29","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-06-01","defaultRemindTime":1780320600000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-06-03","payableDate":"2026-06-01","currency":"USD","dateTimestamp":1780286400000,"payDate":"2026-06-03"},{"date":"2026-05-01","symbol":"XLII","amount":0.265702,"announcedDate":"2026-04-30","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-05-01","defaultRemindTime":1777642200000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-05-05","payableDate":"2026-05-01","currency":"USD","dateTimestamp":1777608000000,"payDate":"2026-05-05"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"XLII\",market:\"US\",,,undefined,":[{"executeDate":"2025-09-02","recordDate":"2025-09-02","paymentDate":"2025-09-05","value":0.383189,"currency":"USD"},{"executeDate":"2025-10-01","recordDate":"2025-10-01","paymentDate":"2025-10-03","value":0.224724,"currency":"USD"},{"executeDate":"2025-11-03","recordDate":"2025-11-03","paymentDate":"2025-11-05","value":0.267626,"currency":"USD"},{"executeDate":"2025-12-01","recordDate":"2025-12-01","paymentDate":"2025-12-03","value":0.222343,"currency":"USD"},{"executeDate":"2025-12-29","recordDate":"2025-12-29","paymentDate":"2025-12-31","value":0.261054,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"XLII\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"XLII\",pageSize:20,pageCount:7,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2656889765","title":"中信建投：北美雲廠商資本開支繼續高增長 關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889765","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889765?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:55","pubTimestamp":1785801300,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["VIS","BK4588","PJFM","UXI","XLIX","REGS","FTDS","ABEQ","PY","DVIN","MADE","XLII","TRUI","PSCI","FRTY","BK4585","CGVV","QUSA","EASY","IYJ","FIDU","PRIZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889415","title":"中信建投：北美雲廠商資本開支繼續高增 關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889415","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889415?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:42","pubTimestamp":1785800527,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信建投发布研报称，2026Q2，北美头部云厂商资本开支继续高增。中信建投主要观点如下：2026年二季度，北美头部云厂商资本开支继续高增，AWS、微软、Google和Meta单季资本开支分别约为542亿美元、410亿美元、449亿美元和311亿美元，合计1712亿美元，环比、同比均保持较快增长势头。此外，鉴于二季度AI产业链持仓较重，市场近期调整，出现高低切迹象，建议关注低估值、高股息标的。","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/1475530.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IYJ","BK4585","XLII","ABEQ","FTDS","XLIX","601066","REGS","BK0276","CGVV","159207","QUSA","PSCI","UXI","MADE","TRUI","PRIZ","PJFM","VIS","FRTY","PY","DVIN","BK4588","FIDU","EASY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656300963","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=2656300963","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656300963?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 06:33","pubTimestamp":1785796387,"startTime":"0","endTime":"0","summary":"经调整后，高盛估计2026年美国境内AI投资约为5810亿美元，全球总量则约为1.019万亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475524.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["VTHR","PJFM","PSCI","AIPO","REGS","ARTY","XLIX","TRUI","IYJ","XLII","VIS","MADE","FRTY","AGIX","UXI","BK4585","QTOC","FIDU","BK4588","DVIN","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656303764","title":"牛市行情擴散，背後核心誘因只有一個","url":"https://stock-news.laohu8.com/highlight/detail?id=2656303764","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656303764?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 01:10","pubTimestamp":1785777000,"startTime":"0","endTime":"0","summary":"市场担忧头部科技企业开支过度，并且这类高额投入还将持续、持续拖累现金流，促使股市行情明显扩散至更多板块。奥本海默提到，一个标志性现象出现：自 2009 年以来，等权重标普 500 指数首次跑赢市值加权标普 500 指数，超额收益超过 7.3%。公司并未披露任何 2027 年资本开支详细预期。Alphabet 二季度资本开支达到 449 亿美元，略高于华尔街预期的 447 亿美元。","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://finance.sina.com.cn/stock/usstock/c/2026-08-04/doc-inimamwc5730038.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":["PSCI","CAFG","FIDU","BK4588","VIS","BK4585","ABLS","SCOW","UXI","FRTY","MADE","IYJ","SFLO","REGS","XLII","XLIX","TRUI","DVIN","PJFM"],"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":["BBSC","VIS","VIOV","SMIZ","SPMD","EUSA","MGMT","XVO","FEX","FNDA","AVSC","DFMC","KDEC","PSC","AVUV","RSPN","SQLT","XLIX","XLI","RSPM","JPME","FXR","QVMS","REMC","MCDS","SCDS","MADE","CALF","GMOV","MIDU","SSCP","TRUI","XLII","IVOO","SPSM","SMDX","FXZ","UDOW","GVLU","MDY","FNX","IJS","FYX","CZA","CATG","KMAY","RNIN","QVMM","VAW","DVXB"],"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":"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://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":["TRUI","IYJ","DVIN","PSCI","XLII","ARTY","BK4588","MADE","AGIX","REGS","PJFM","XLIX","VIS","AIPO","VTHR","FRTY","FIDU","BK4585","UXI","QTOC","CHAT"],"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":"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/2026-08-03/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":["FIDU","IYJ","VTHR","AGIX","DVIN","AIPO","CHAT","ARTY","BK4585","XLIX","FRTY","PJFM","QTOC","UXI","TRUI","PSCI","MADE","REGS","VIS","BK4588","XLII"],"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":["XLII","FIDU","XLIX","IYJ","DVIN","REGS","QTOC","DRAL","BK4585","VTHR","DISK","MADE","PJFM","PSCI","VIS","UXI","DRMY","AGIX","CHAT","EDZ","TRUI","BK4588","ARTY","FRTY","AIPO","DRAM","HBMX","DRMP"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656349312","title":"採購經理人指數數據顯示，日本7月工廠產出飆升至近12年來高位。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656349312","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656349312?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 08:30","pubTimestamp":1785717049,"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":["EXI","XLII","TRUI","IYJ"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"other","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":["AFLG","DVIN","APRP","FIDU","AINT","SPYU","QIDX","NJAN","VTHR","09834","03034","XLII","QMAR","UDOW","YSPY","ARTY","UXI","03455","SPXU","SMAX","REGS","FRTY","DIA",".DJI","SDS","SPY","SPYH",".SPX","DOG","07261","PJFM","DXD","MMAX","QLD","NDX","NOCT","NJUL","QQQM","GPIQ","SPXL","QDEC","07568","07266","DMAX","SPUU","SQQQ","SSO","VOO","TQQQ","AIPO","IVV","PSCI","09086","SPYQ","SPYM","SPXS","NAPR","02834","MADE","AGIX","07522",".IXIC","TRUI","UPRO","CHAT","DDM","QQQ","SH","QID","TQQY","XMAG","QQQX","PSQ","VIS","SPDN","QTOC","IYJ","SDOW","XLIX","03086","HIBL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656318993","title":"匈牙利將於周一起暫停高峯時段鐵路貨運。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656318993","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656318993?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 16:18","pubTimestamp":1785572313,"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":["BRKD","BRKC","DOCK","RSPN","BRKW","XLII","UXI","BRKU","FTXR"],"isVideo":false,"video":null,"gpt_icon":0},{"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":["PSCI","GOOG","MADE","QTOC","ARTY","MSFL","XMAG","META","TRUI","METW","AMZN","AFLG","UXI","VTHR","AIPO","GOU","GOOP","AMZY","GOOX","GOOY","IYJ","AMZU","GGLL","MSFW","FIDU","AINT","AMZW","METD","MSFO","GOOGL","VIS","XLII","FBY","FBYY","MSFX","QIDX","DVIN","REGS","METU","MSFT","AMZP","AMZD","CHAT","FRTY","PJFM","GOOW","AGIX","AMZZ","MSFU","AZYY","XLIX","MSFD","MSFY","GGLS","APRP","FBL"],"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":"sg","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":["REGS","AGIX","AFLG","VIS","ARTY","UXI","AINT","AIPO","FIDU","QIDX","XLIX","PJFM","MADE","IYJ","TRUI","VTHR","DVIN","QTOC","APRP","XMAG","CHAT","FRTY","PSCI","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655129333","title":"熊本地震引發的供應鏈中斷迫使豐田擴大停產範圍。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655129333","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655129333?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 10:12","pubTimestamp":1785463976,"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":["DVIN","AAPD","AAPY","AAPU","DUSL","XLBI","XTN","PBJ","PIT","AAPX","FTXG","XLII","AAPW","UCIB","SIJ","FXZ","IYT","DOCK","AAPB","HULL","BK4582","SHPP","SUPL","TPOR","RSPN","UXI","PYZ","ISRVF","RSPM","APLY","FTXR"],"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":["IE00BGHQF417.EUR","REGS","LU2473716301.USD","LU0823434583.USD","LU2211814178.USD","DVIN","LU2249611893.SGD","LU1974910355.USD","TRUI","VCLN","LU0823421416.USD","MADE","LU0323240290.USD","LU2272731865.HKD","LU1720051017.SGD","IYJ","FRTY","LU0823434740.USD","XLIX","IE00B2PGVK34.USD","FSLR","LU0323239441.USD","FRNW","SMOG","CTEC","UXI","PJFM","LU1983299162.USD","BK4141","LU1917777945.USD","LU2023250504.SGD","TAN","LU2272731782.SGD","LU1548497426.USD","LU0154245673.USD","ICLN","FIDU","LU0823414551.USD","VIS","LU2048586759.USD","LU2211815571.USD","PSCI","BK4585","LU2272731600.USD","XLII","LU1992135399.USD","BK4519","LU1992135472.HKD","LU2357125470.USD","LU1720051108.HKD"],"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":"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://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":["WISE","UXI","LRNZ","XLIX","IYJ","XLII","TRUI","VIS","EPAI","DVIN","FRTY","PSCI","BK4585","MADE","FIDU","PJFM","REGS","BK4588","GPTZ"],"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":"fut","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":["YMmain","XSEM","DGRO","SEMY","UDOW","FIDU","OGIG","AMUU","TSXD","SOXW","UXI","ONG","MSFY","PJFM",".DJI","IGV","MAGY","ROM","BULZ","MADE","GRNY","XLIX","SOCL","TWSC","VUG","MSFO","IYJ","AMKX","DDM","FRTY","MSFX","SOX","DVY","DGRW","YMAG","DVIN","XLII","FDVV","RAUS","VIS","MSFT","FDN","TRUI","PSCI","TSXU","DXD","SNPE","MSFU","XDAT","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655848976","title":"三星電子：受人工智能基礎設施資本開支持續增加，以及智能體人工智能應用範圍不斷擴大推動，存儲業務預計以服務器為核心的需求將","url":"https://stock-news.laohu8.com/highlight/detail?id=2655848976","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655848976?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 07:54","pubTimestamp":1785369265,"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":["RSPT","UXI","IYJ","FIDU","NTAL","QNXT","REGS","INVN","MQQQ","EDZ","TEK","WDCC","DAT","TIME","AIQD","AGIQ","XQQI","ORAC","QQQG","BTHM","NVIB","TEKY","AXTX","DRAM","CRTC","QXQ","EEMO","SSNLF","AVGC","RAM","FRWD","DARP","AMZU","SPRX","TTXU","GTEK","DRAI","FDIF","WDAI","IEMG","QQJG","AIVC","EPAI","FRTY","FXL","XLII","XLIX","TRUI","AIPI","SMCY"],"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":"hk","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":["TRUI","REGS","FRTY","UXI","VIS","BULZ","DVIN","SOCL","YMAG","MAGY","XLIX","PJFM","FIDU","PSCI","MADE","XLII","IYJ"],"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":["AMZN","XLII","BULZ","FIDU","NVDA","IYJ","DVIN","REGS","XLIX","AAPL","MAGY","SOCL","BK4585","MADE","PJFM","PSCI","VIS","TSLA","MSFT","UXI","TRUI","META","BK4588","FRTY","YMAG","GOOG"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":7,"totalSize":177,"code":"91000000","status":"200"}]}}