美股詳情

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

Defiance Large Cap ex-Mag 7 ETF

25.46

-0.0600-0.24%

成交量：3,815

成交額：9.69萬

市值：1.92億

市盈率：- -

高：25.46

開：25.38

低：25.38

收：25.52

52周最高：26.92

52周最低：21.57

股本：755.00萬

流通股本：755.00萬

量比：0.14

換手率：0.05%

股息：0.11

股息率：0.45%

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

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

HBM明年要漲87%！三星七成產能鎖單五大科技巨頭

AI燒錢競賽衝擊信貸市場！科技巨頭信用風險對沖成本飆升甲骨文(ORCL.US)CDS創多年新高

關鍵財報公布前 Meta盤前領升科技七巨頭

SK海力士(SKHY.US)周三公布財報受科技巨頭加大AI數據中心投入、帶動先進存儲芯片需求強勁的影響公司第二季度營業利

SK 海力士：受 AI 業務規模激增、算力供給緊缺雙重因素驅動，各大科技巨頭客户正加碼基礎設施投入、擴大存儲採購規模。

納斯達克100指數勢將進入回調階段對AI投資最終回報的擔憂正在削弱對推動今年股市上漲的科技巨頭的市場情緒。周二納斯達克1

電影《大空頭》原型：任何一家科技巨頭削減AI支出美國股市將直線下跌

「大空頭」Burry：科技巨頭AI燒錢模式不再受華爾街青睞

韓國砸9500億美元All in AI！SK 海力士(SKHY.US)等韓企聯手美科技巨頭，重組全球算力版圖

楊德龍：科技巨頭上市資金虹吸效應逐步減弱反而有望提升我國科技板塊估值空間

谷歌雲暴漲82%難掩天量開支隱憂，七巨頭「AI信仰」鬆動：蘋果獨善其身，微軟Meta直面「資本支出審判日」

韓美科技巨頭達成價值9500億美元合作項目

穆迪警告AI投資狂潮衝擊科技巨頭財務穩健性微軟(MSFT.US)、甲骨文(ORCL.US)等公司自由現金流承壓

25家科技巨頭聯名簽署公開信，力挺開放權重AI模型

美股七巨頭單日蒸發近8000億美元 AI燒錢拖累科技巨頭大跳水

日媒：美國五大科技巨頭隱性債務超萬億美元五大科技巨頭隱性債務增了8倍

科技七巨頭單日抹去近9000億美元！華爾街老將喊話：市場過度反應，地緣危機即買點

华尔街见闻

AI牛市內部裂痕擴大！分析師建議：遠離「失血」科技巨頭買芯片股

15個月來最慘烈一天：美股「七巨頭」單日市值蒸發約8000億美元

{"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/XMAG/news?page=5"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"XMAG","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XMAG\",,,,,undefined,":{"symbol":"XMAG","market":"US","secType":"STK","nameCN":"Defiance Large Cap ex-Mag 7 ETF","latestPrice":25.46,"timestamp":1789743451671,"preClose":25.52,"halted":0,"volume":3815,"delay":0,"changeRate":-0.0023510971786833354,"floatShares":7550000,"shares":7550000,"eps":0,"marketStatus":"交易中","change":-0.06,"latestTime":"09-18 11:01:38 EDT","open":25.38,"high":25.46,"low":25.38,"amount":96915.87087000001,"amplitude":0.003135,"askPrice":25.52,"askSize":1200,"bidPrice":25.4,"bidSize":1200,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1789761600000},"marketStatusCode":2,"adr":0,"exchange":"NASDAQ","adjPreClose":25.52,"sharesOutstanding":6075000,"nav":25.26,"aum":190713000,"dividendRate":0.004509,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":25.47,"preClose":25.52,"latestTime":"19:30 EDT","volume":41,"amount":1056.689,"timestamp":1789687805325,"change":-0.05,"changeRate":-0.001959,"amplitude":0},"volumeRatio":0.140913,"impliedVol":0.0562,"impliedVolPercentile":0.1633},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XMAG\",,,,,undefined,":{"symbol":"XMAG","floatShares":7550000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.140913,"shares":7550000,"dividePrice":0.1148,"high":25.46,"amplitude":0.003135,"preClose":25.52,"low":25.38,"week52Low":21.5688,"pbRate":"--","week52High":26.9166,"institutionHeld":0,"latestPrice":25.46,"eps":0,"divideRate":0.004509,"volume":3815,"delay":0,"ttmEps":0,"open":25.38,"prevYearClose":22.57,"prevWeekClose":25.71,"prevMonthClose":26.03,"prevQuarterClose":26.08,"fiveDayClose":25.71,"twentyDayClose":26.0456,"sixtyDayClose":25.4615},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/XMAG\",params:#limit:5,,,undefined,":[{"date":"2024-12-31","symbol":"XMAG","amount":0.04699,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-31","defaultRemindTime":1735655400000,"name":"Defiance Large Cap ex-Mag 7 ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-01-03","payableDate":"2024-12-31","currency":"USD","dateTimestamp":1735621200000,"payDate":"2025-01-03"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"XMAG\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-31","recordDate":"2024-12-31","paymentDate":"2025-01-03","value":0.04699,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"XMAG\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"XMAG\",pageSize:20,pageCount:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"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":"2655826218","title":"HBM明年要漲87%！三星七成產能鎖單五大科技巨頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2655826218","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655826218?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 14:30","pubTimestamp":1785393013,"startTime":"0","endTime":"0","summary":"快科技7月30日消息，三星电子在今日的二季度财报电话会上放话：计划把总产能的六到七成通过长期供货协议 供应给客户，目前已和五大全球数据中心客户签约，还有五家AI相关大客户在最终谈判。HBM更猛，高盛预计三星HBM平均售价2027年同比暴涨87%，远超彭博共识的52%。三星对HBM信心十足，HBM4（第六代）下半年放量，三季度HBM4营收环比增超三倍，下半年占HBM总营收超60%，目标把HBM市占率追到DRAM的水平。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8vBL4gzaoZK","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":["MUZ","HBMX","MIC","NVDA","BK4585","BK4588","EMXC","GOOG","META","DRAM","MULL","DRMY","MUD","MUYY","RAM","XMAG","MUU","DISK","DRAL","MSFT","DRMP","TSLA","AAPL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655892908","title":"AI燒錢競賽衝擊信貸市場！科技巨頭信用風險對沖成本飆升 甲骨文(ORCL.US)CDS創多年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2655892908","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655892908?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 00:00","pubTimestamp":1785340845,"startTime":"0","endTime":"0","summary":"当CDS价格上涨时，通常意味着市场认为企业信用风险上升，债券投资者往往会要求更高收益率，进而推高企业融资成本。近期，多家AI相关公司的CDS均创下新高。其中，甲骨文本周CDS升至约215个基点，为近年来最高水平，较去年底约145个基点明显攀升；SpaceX自上月CDS开始交易以来已上涨逾50%，达到约185个基点。从市场定价来看，各家公司之间的信用风险差异正在迅速扩大。","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":"http://www.zhitongcaijing.com/content/detail/1473805.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":["HISF","CPLS","BHYB","APCB","MSFT","NHS","PKO","VTHR","ACEI","CLOI","ORCL","FSBD","HYDW","CHAT","FAS","GOF","ACVT","JHCP","QTOC","FLRT","PYLD","XMAG","GOOG","FCVT","BRHY","AIPO","IBHA","DFHY","AGIX","SJB","CLOC","KAMO","ABHY","TDIV","USDX","ACYN","ORCU","NBFC","AOHY","ARTY","TSLA","VSHY","BHK","BSJO","INSI","IGV","SMTH","VPLS","JHCB","ORCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655086521","title":"關鍵財報公布前 Meta盤前領升科技七巨頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2655086521","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655086521?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 17:59","pubTimestamp":1785319141,"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":["YMAG","AAPL","GOOG","AMZN","SOCL","TSLA","BULZ","NVDA","MAGY","MSFT","META","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655742836","title":"SK海力士(SKHY.US)周三公布財報受科技巨頭加大AI數據中心投入、帶動先進存儲芯片需求強勁的影響公司第二季度營業利","url":"https://stock-news.laohu8.com/highlight/detail?id=2655742836","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655742836?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 07:07","pubTimestamp":1785280066,"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":["SKHY","GOOG","MUU","AAPL","TSLA","SKHX","DRAM","SKHYV","XMAG","META","AMZN","FTXL","EDZ","HBMX","SK","DRMP","DISK","BK4141","MIC","TCAI","SKDD","HYNX","MSFT","SKHU","MULL","SKUU","IVEP","DRMY","NVDA","07709","DRAL","CHPX","RAM","AXTU","SKHZ","MUD","EEMO","MUYY","MUZ","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655836186","title":"SK 海力士：受 AI 業務規模激增、算力供給緊缺雙重因素驅動，各大科技巨頭客户正加碼基礎設施投入、擴大存儲採購規模。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655836186","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655836186?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 06:47","pubTimestamp":1785278832,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["META","QTOC","BK4141","TSLA","ARTY","SK","HYNX","AMZN","AIPO","EMXC","VTHR","MSFT","SKHZ","AGIX","SKHU","SKUU","07709","BK4588","XMAG","SKHY","SKHX","RAM","AAPL","NVDA","CHAT","SKHYV","SKDD","BK4585","GOOG","DRAL","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654188880","title":"納斯達克100指數勢將進入回調階段對AI投資最終回報的擔憂正在削弱對推動今年股市上漲的科技巨頭的市場情緒。周二納斯達克1","url":"https://stock-news.laohu8.com/highlight/detail?id=2654188880","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654188880?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 22:04","pubTimestamp":1785247494,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["QBIG","CPNJ","QSIX","QID","VTHR","QCOC",".IXIC","QB","QCJL","ARTL","IWLG","FIVY","QYLG","YQQQ","QQQW","CPNS","PTNQ","QSWN","GROZ","AIPO","QDTY","QHDG","QQQE","QMMY","QQMG","QRMI","IQQ","DQJN","PQAP","QGRD","QTOC","NDX","QDTE","QLD","QQQG","QQQT","QCJA","QQQM","QTR","QMAR","NMAY","QQQX","ROCQ","QXQ","QCLR","QYLE","QQQA","XMAG","PSQ","BLGR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654020868","title":"電影《大空頭》原型：任何一家科技巨頭削減AI支出 美國股市將直線下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2654020868","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654020868?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 11:26","pubTimestamp":1785209171,"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":["ARTY","MSFT","XMAG","HKND","QTOC","BK4585","DFUS","AMZN","AGIX","XRT","GOOG","META","TOK","CHAT","URTH","XUSP","AAPL","ITOT","GLOF","BK4550","GMMA","AIPO","BK4588","NVDA","VTHR","TSLA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654024292","title":"「大空頭」Burry：科技巨頭AI燒錢模式不再受華爾街青睞","url":"https://stock-news.laohu8.com/highlight/detail?id=2654024292","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654024292?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 09:35","pubTimestamp":1785202554,"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":["VTHR","CHAT","QTOC","AIPO","NVDA","AMZN","AAPL","XMAG","FAZ","META","ARTY","GOOG","MSFT","AGIX","TSLA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654609012","title":"韓國砸9500億美元All in AI！SK 海力士(SKHY.US)等韓企聯手美科技巨頭，重組全球算力版圖","url":"https://stock-news.laohu8.com/highlight/detail?id=2654609012","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654609012?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 19:30","pubTimestamp":1785151815,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["07709","DRAM","BK4588","SK","SKDD","ARTY","AGIX","MSFT","AMZN","SKHX","VTHR","EMXC","TSLA","SKHY","AIPO","META","RAM","GOOG","SKHYV","QTOC","AAPL","SKUU","BK4141","BK4585","CHAT","DRAL","XMAG","SKHU","HYNX","NVDA","SKHZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654015117","title":"楊德龍：科技巨頭上市資金虹吸效應逐步減弱 反而有望提升我國科技板塊估值空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2654015117","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654015117?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 17:12","pubTimestamp":1785143520,"startTime":"0","endTime":"0","summary":"当前AI科技需求大爆发，存储芯片需求旺盛。少量国际巨头集中产能生产适配AI大数据中心的高端HBM芯片，DRAM内存和NAND Flash闪存市场因此出现严重供不应求，为国内存储企业带来相应机会。在龙头企业上市之前，不少投资者担忧上市会产生资金虹吸效应，分流芯片半导体行业乃至整个科技板块资金，造成科技股进一步下跌。待正式上市，市场反而迎来反弹，印证利空出尽就是利好的市场规律。","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/money/fund/jjsy/2026-07-27/doc-inikfxca9799768.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":["BK4585","GOOG","XMAG","TSLA","IPOS","NVDA","MSFT","ARTY","XLK","AAPL","BK4588","META"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654060212","title":"谷歌雲暴漲82%難掩天量開支隱憂，七巨頭「AI信仰」鬆動：蘋果獨善其身，微軟Meta直面「資本支出審判日」","url":"https://stock-news.laohu8.com/highlight/detail?id=2654060212","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654060212?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 08:25","pubTimestamp":1785111910,"startTime":"0","endTime":"0","summary":"Meta股价下跌9.8%，投资者对其AI投资成效存疑;亚马逊2026年基本持平。据市场汇总分析师平均预估，Alphabet、微软、亚马逊和Meta今年合计资本支出将达约7240亿美元，2027年更将逼近9500亿美元。该30只成分股指数近期剧烈波动，100日波动率攀至2020年疫情冲击市场以来最高。该股2026年累计上涨23%，成为标普500指数8.3%涨幅的最大点数贡献者。AI计算所需存储芯片需求飙升，已迫使苹果上调MacBook和iPad等产品售价。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1472353.html","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":"stock_zhitongcaijing","symbols":["GOU","MSFD","MSFW","MSFX","GOOGL","MSFY","VTHR","MSFU","GGLL","MSFT","AAPL","GOOG","QTOC","SOCL","DUSL","XLC","SKYY","NULC","AGIX","TSLA","YMAG","EFIV","LTL","RAUS","PTF","CQTM","MAGY","BULZ","WTAI","TYLG","MSFO","VGT","XLK","AIPO","XDAT","ARTY","FXR","ROM","MSFL","GOOY","IXN","TDIV","CHAT","FTEC","GOOX","ILDR","GXPC","GGLS","TTXU","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654405695","title":"韓美科技巨頭達成價值9500億美元合作項目","url":"https://stock-news.laohu8.com/highlight/detail?id=2654405695","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654405695?lang=zh_tw&edition=fundamental","pubTime":"2026-07-25 15:21","pubTimestamp":1784964106,"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":["XMAG","NVDA","AAPL","META","AMZN","MSFT","GOOG","TSLA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654595058","title":"穆迪警告AI投資狂潮衝擊科技巨頭財務穩健性 微軟(MSFT.US)、甲骨文(ORCL.US)等公司自由現金流承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2654595058","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654595058?lang=zh_tw&edition=fundamental","pubTime":"2026-07-25 07:30","pubTimestamp":1784935800,"startTime":"0","endTime":"0","summary":"穆迪在本周发布的研究报告中表示，包括微软、亚马逊、谷歌母公司Alphabet、Meta、甲骨文及CoreWeave在内的六家科技企业，正从过去依赖软件、知识产权和云服务的“轻资产”商业模式，转向需要大规模建设数据中心等基础设施的“重资产”模式。穆迪表示，由于AI硬件及基础设施需要前期投入巨额资金，而相关收入释放周期相对较长，行业整体自由现金流正持续承压。","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/1472245.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MSFU","ABOT","ABFL","CHAT","SFLO","SPDV","VTHR","ARTY","MCOW","VFLO","AAPL","COWZ","ORCL","AGIX","SCOW","SYLD","NULC","LYLD","CAFG","SHRY","IGV","TSLA","QFRD","AIPO","BULZ","QFHD","RAUS","QQWZ","QTOC","TDIV","COWG","XLK","LGCF","YMAG","DSMC","TPFC","MSFT","GOOG","MCO","IXN","ORCS","MAGY","ROM","LCOW","MSFO","MSFX","XMAG","XDAT","ABLS","FTEC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653804140","title":"25家科技巨頭聯名簽署公開信，力挺開放權重AI模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2653804140","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653804140?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 21:59","pubTimestamp":1784901573,"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":["GOOG","QTOC","AMZN","ARTY","TSLA","VTHR","XMAG","AAPL","CHAT","NVDA","MSFT","AGIX","AIPO","META"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653806780","title":"美股七巨頭單日蒸發近8000億美元 AI燒錢拖累科技巨頭大跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=2653806780","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653806780?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 21:44","pubTimestamp":1784900651,"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":["VTHR","MAGQ","XMAG","AGIX","TESC","MAGO","MSFT","GOOG","FEPI","AIPO","TSLA","CHAT","QQQD","ARTY","QCJA","META","MAGY","QTOC","MAGS","AAPL","CMAG","AMZN","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653082903","title":"日媒：美國五大科技巨頭隱性債務超萬億美元 五大科技巨頭隱性債務增了8倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2653082903","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653082903?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 20:40","pubTimestamp":1784896823,"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","GOOG","TSLA","META","MSFT","XMAG","NVDA","AAPL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653640089","title":"科技七巨頭單日抹去近9000億美元！華爾街老將喊話：市場過度反應，地緣危機即買點","url":"https://stock-news.laohu8.com/highlight/detail?id=2653640089","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653640089?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 19:04","pubTimestamp":1784891047,"startTime":"0","endTime":"0","summary":"Yardeni Research与Fundstrat认为市场反应可能过度，历史数据显示，美伊今年早些时候首次军事对峙期间，标普500指数一度下跌约10%，随后迅速反弹，类似地缘风险往往演变为买入机会。","market":"fut","thumbnail":"https://static.tigerbbs.com/c6f5abeacd1ff832041e0a261b70a73f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c6f5abeacd1ff832041e0a261b70a73f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3777880","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":["FAZ","AAPL","META","XMAG","GOOG","AMZN","NVDA","MSFT","TSLA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653700750","title":"AI牛市內部裂痕擴大！分析師建議：遠離「失血」科技巨頭 買芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=2653700750","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653700750?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 16:52","pubTimestamp":1784883137,"startTime":"0","endTime":"0","summary":"尽管投资者焦虑不安、科技巨头股价下跌，但Reitzes认为科技巨头仍将继续大力投资AI基础设施。AI牛市内部裂痕扩大：芯片股上涨、云巨头下跌今年以来，AI赛道呈现极致结构性分化行情：手握核心产能、为AI产业供货的芯片“卖铲人”走出强势行情，而持续大手笔采购算力、布局AI基础设施的科技巨头“用铲人”，却遭到市场资金抛售。AI主题股内部的分化行情引发关注。","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":"http://www.zhitongcaijing.com/content/detail/1471932.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":["ARTY","BERZ","AMZN","AGIX","XSEM","GOOG","CHAT","AIPO","QTOC","NVDA","TSLA","META","VTHR","MSFT","XMAG","AAPL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653708277","title":"15個月來最慘烈一天：美股「七巨頭」單日市值蒸發約8000億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2653708277","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653708277?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 11:10","pubTimestamp":1784862601,"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":["AAPL","META","GOOG","TSLA","AMZN","XMAG","NVDA","MSFT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":5,"totalSize":200,"code":"91000000","status":"200"}]}}