美股詳情

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SPDR標普電信ETF基金

207.35

+1.990.97%

成交量：1.42萬

成交額：295.02萬

市值：5.49億

市盈率：- -

高：209.19

開：208.27

低：207.35

收：205.36

52周最高：247.62

52周最低：131.25

股本：265.00萬

流通股本：265.00萬

量比：0.91

換手率：0.53%

股息：2.65

股息率：1.28%

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

AI產業鏈的「賣鏟人」們正遭受重創

光通信板塊下滑明顯 Lumentum（LITE）跌11.69% 康寧業績指引與資本模式引分歧

銥星通訊攜手Orbcomm旗下Skywave，共推重型設備工業物聯網全球化

美股光通信板塊盤前延續跌勢，康寧、邁威爾科技、Coherent跌超3%，Lumentum、Ciena跌超2%。

美國電信運營商T-Mobile突發全國性網絡癱瘓官方稱正全力搶修

环球市场播报

Arista Networks Inc(ANET)股票7月27日盤中下跌3.56%：真相來了

TradingKey中文

Arista Networks Inc(ANET)股票7月21日盤中上漲3.23%：背後推手曝光

TradingKey中文

光通信概念股全線上攻 Coherent(COHR)漲6.99% 機構指GPU集群規模擴大致通信壓力提升

美股光通信概念股重挫，Credo跌超10%，康寧、Lumentum跌超7%

老虎资讯综合

Kioxia Holdings Corp：訴訟對公司業務前景的影響正在調查中

鎧俠控股株式會社——將繼續尋求一切可用法律途徑，包括判決後動議及必要時的上訴

鎧俠控股對衞訊公司指控及陪審團裁決表示強烈異議

美國陪審團裁定，Kioxia因侵犯閃存專利，需向Viasat支付2.29億美元賠償金

美股光通信概念股盤初集體下挫，康寧跌超7%，POET Technologies跌超5%

老虎资讯综合

Ciena Corp(CIEN)股票7月15日收盤下跌6.46%：原因全解讀

TradingKey中文

Arista Networks Inc(ANET)股票7月15日盤中下跌6.53%：關鍵驅動因素揭曉

TradingKey中文

招商宏觀：美國通脹降温背後的臨時性因素美國電信運營商服務的降價、電商平台的集中促銷

券商研报精选

銥星通訊宣佈Iridium PNT ASIC商用上市，為全球設備提供強韌的GNSS保護

美股光通信概念股普跌，康寧、Astera Labs跌超6%

老虎资讯综合

AI硬件股拋售潮：估值重置而非需求疲軟

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官方稱正全力搶修","url":"https://stock-news.laohu8.com/highlight/detail?id=2654071605","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654071605?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 15:26","pubTimestamp":1785223560,"startTime":"0","endTime":"0","summary":"7月27日下午，美国主要电信运营商之一的T-Mobile突发全国性网络中断故障，导致全美大量用户手机信号断绝、无法正常使用通讯及移动数据服务。T-Mobile官方随后回应表示，技术团队已紧急投入抢修，相关服务正在逐步恢复中。针对此次故障，T-Mobile发言人在一份官方声明中指出，公司技术团队正全力处置影响用户的技术难题，将恢复服务列为当前最高优先级事项，并已调动所有可用资源推进抢修。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-28/doc-inikivty8146682.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":["XTL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654604172","title":"Arista Networks 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宏观经济因素和投资组合再平衡导致高增长科技股出现波动。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262056733-market-movers-anet-20260727","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0557290698.USD","LU0106261372.USD","IE00BN0W2W23.USD","LU0889565833.HKD","LU1803068979.SGD","LU2355687059.USD","IE00BMPRXN33.USD","XTL","LU0348723411.USD","LU2087625088.SGD","LU0225283273.USD","LU2023250504.SGD","SKYY","LU0006306889.USD","IE0008368304.USD","IE00BMPRXQ63.HKD","LU2106854487.HKD","LU2860962120.EUR","LU2458330169.SGD","ANEL","IE00BN0W2V16.EUR","LU0353189680.USD","BK4554","LU0353189763.USD","LU2211815571.USD","LU0823434583.USD","BK4020","BK4543","LU0077335932.USD","IE00BN0W2T93.GBP","IYZ","LU1989764748.USD","LU1989764664.SGD","SG9999001424.SGD","LU2458330243.SGD","LU1974910355.USD","BK4585","LU1917777945.USD","IE00BMPRXR70.SGD","LU0198837287.USD","LU2108987350.USD","LU2054465674.USD","ANET","LU0109392836.USD","LU0823434740.USD","LU2286300806.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653207821","title":"Arista 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该公司报告的年营收为90.1亿美元，在行业中排名第五。","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262045030-market-movers-anet-20260721","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2355687059.USD","ANET","LU0109392836.USD","LU2286300806.USD","XTL","IE00BN0W2W23.USD","IYZ","LU0106261372.USD","LU0353189763.USD","LU0006306889.USD","IE00BMPRXR70.SGD","LU0225283273.USD","IE00BN0W2V16.EUR","LU1917777945.USD","LU1989764748.USD","LU2458330169.SGD","BK4588","LU0823434583.USD","LU0353189680.USD","LU0557290698.USD","LU2023250504.SGD","BK4543","BK4585","SG9999001424.SGD","BK4554","SKYY","IE00BMPRXN33.USD","LU2458330243.SGD","LU1974910355.USD","IE0008368304.USD","LU0198837287.USD","LU2108987350.USD","LU0889565833.HKD","LU0077335932.USD","LU2106854487.HKD","LU0348723411.USD","LU2054465674.USD","ANEL","LU1989764664.SGD","LU1803068979.SGD","LU2087625088.SGD","LU2211815571.USD","LU0823434740.USD","LU2860962120.EUR","IE00BN0W2T93.GBP","IE00BMPRXQ63.HKD","BK4020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653031712","title":"光通信概念股全線上攻 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Photonics进一步验证光互连在下一代AI数据中心中的价值。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302846","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":["EGGY","LU0205194284.USD","SPRX","LU2931357623.SGD","SGXZ99366536.SGD","LU2211815571.USD","XTL","IE00B7SZL793.SGD","LU2473716301.USD","LU0106261612.USD","LAZR","LU0348723411.USD","BK4588","LU0511384066.AUD","AAOX","IE0031619046.USD","BK4147","LU1861220033.SGD","LU2322448957.HKD","LU0823421333.USD","LU0154245756.USD","LU1992135472.HKD","LU1720051108.HKD","XITK","BK4141","CNAV","LU2098885051.SGD","LU0963586101.USD","LU0240877869.USD","PTF","SOXY","IE00B66KJ199.SGD","COHR","CHAT","COWG","LU2290526834.HKD","LU1992135399.USD","LU0274383776.USD","IE00B19Z4B17.USD","LABX","LU1861215975.USD","COHX","LU1720051017.SGD","PSCT","LU2272731865.HKD","LU2272731782.SGD","LU0823421416.USD","LWLG","LU0082616367.USD","LITX","LU2272731600.USD","POET","LU2357305700.SGD","BK4148","AIPI","LU1989764664.SGD","SGXZ81514606.USD","ALAB","LU0719512351.SGD","LU2089985449.USD","LU2322448791.USD","BK4585","LU0289961442.SGD","BK4515","AAOI","LITE","LU0205193047.USD","LU0240878834.USD","BK4157","SGXZ51526630.SGD","LU1548497426.USD","LU0012050646.USD","FCUS","TSEM","SMHX","CIEN","BK4020","XSD","LU0154236417.USD","MXL","AXTI","LU0289739343.SGD","LU0154245673.USD","LU2360107168.USD","IE0009354923.USD","LU1303367103.USD","LU2543165471.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101972481","title":"美股光通信概念股重挫，Credo跌超10%，康寧、Lumentum跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101972481","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101972481?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 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Technologies跌超6%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU2322448957.HKD","COHX","LU1861215975.USD","LU2265009873.SGD","LU1861220033.SGD","COHR","BK4585","LU2272731865.HKD","LU1720051017.SGD","LU2272731782.SGD","CRDU","LU2360107168.USD","IE00BFMHRM44.USD","BK4515","LITE","LU1992135472.HKD","LU0289739343.SGD","IE0031619046.USD","RULE","BK4157","IE00B66KJ199.SGD","LU2322448791.USD","GLW","LU0106261612.USD","LU1804176565.USD","LU2290526834.HKD","LU0240878834.USD","AAOX","IE0009354923.USD","LU2272731600.USD","LU0012050646.USD","LU0963586101.USD","AAOI","XITK","LU0823421333.USD","IE00B7SZL793.SGD","XTL","LU0348723411.USD","LU0719512351.SGD","LU0205193047.USD","LU0154245756.USD","LU0154245673.USD","LU1992135399.USD","LU2211815571.USD","BK4588","BK4020","LU0823421416.USD","SGXZ99366536.SGD","LU1548497426.USD","FFTY","LU2089985449.USD","LU1989764664.SGD","GLWG","LU2543165471.USD","IE00B19Z4B17.USD","LU0082616367.USD","BK4148","LU0053671581.USD","LU0205194284.USD","BK4141","LU0511384066.AUD","LITX","BK4512","LU2357305700.SGD","EGGY","LU1720051108.HKD","LU0289961442.SGD","LU2931357623.SGD","CNAV","PTF","LU0240877869.USD","LU2473716301.USD","CIEN","SIXG","LU0274383776.USD","SGXZ81514606.USD","SGXZ51526630.SGD","CRDO","SPRX","LU0154236417.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165842674","title":"Kioxia Holdings Corp：訴訟對公司業務前景的影響正在調查中","url":"https://stock-news.laohu8.com/highlight/detail?id=1165842674","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165842674?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 12:04","pubTimestamp":1784261095,"startTime":"0","endTime":"0","summary":"Kioxia Holdings Corp 表示，目前正在评估相关诉讼对其未来业务前景所产生的影响。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PSCT","BK4020","BK4615","VSAT","UFO","XTL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159007262","title":"鎧俠控股株式會社——將繼續尋求一切可用法律途徑，包括判決後動議及必要時的上訴","url":"https://stock-news.laohu8.com/highlight/detail?id=1159007262","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159007262?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 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Labs(ALAB)$跌超4%，Lumentum、$Credo(CRDO)$、$Ciena科技(CIEN)$跌超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU1804176565.USD","FFTY","PTF","COWG","XSD","BK4157","LU2272731600.USD","IE00BFMHRM44.USD","LU2272731782.SGD","LU1861220033.SGD","CRDU","IE00B66KJ199.SGD","BK4515","BK4020","LITE","LU0240878834.USD","LU2272731865.HKD","LU0205193047.USD","LU1548497426.USD","SMHX","LU1720051017.SGD","BK4512","LU0274383776.USD","LU2473716301.USD","LU0823421333.USD","IE0031619046.USD","SGXZ81514606.USD","RULE","COHR","LU0082616367.USD","SGXZ51526630.SGD","LU2322448957.HKD","AAOI","LU2931357623.SGD","BK4585","LU0719512351.SGD","LU0205194284.USD","IE0009354923.USD","SOXY","LU0106261612.USD","LU0154236417.USD","LU0348723411.USD","LU0240877869.USD","LU1992135472.HKD","LU1992135399.USD","ALAB","IE00B7SZL793.SGD","LU0053671581.USD","XTL","BK4141","GLWG","LU2211815571.USD","LU2360107168.USD","LU0963586101.USD","BK4148","CNAV","CHAT","IE00B19Z4B17.USD","GLW","CIEN","LU0012050646.USD","LU2089985449.USD","LU1989764664.SGD","LU2265009873.SGD","COHX","AAOX","LU0154245673.USD","CRDO","LU2543165471.USD","SGXZ99366536.SGD","LU1861215975.USD","LU0823421416.USD","EGGY","POET","LU2322448791.USD","BK4588","LU2357305700.SGD","LABX","LU0154245756.USD","XITK","AIPI","LU1720051108.HKD","SPRX","SIXG","LU2290526834.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651957644","title":"Ciena Corp(CIEN)股票7月15日收盤下跌6.46%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2651957644","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651957644?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 04:16","pubTimestamp":1784146561,"startTime":"0","endTime":"0","summary":"• 因大型云服务提供商光网络升级速度放缓，Ciena股价有所下跌。\n• 鉴于对定价压力和全球宏观经济不确定性的担忧，分析师下调了其目标价。\n• 技术指标目前显示Ciena公司股票的市场状况呈中性。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262032911-market-movers-cien-20260715","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0154236417.USD","LU0106261612.USD","LU0240878834.USD","LU0240877869.USD","BK4515","LU1548497426.USD","LU0205193047.USD","LU0205194284.USD","CIEN","LU2357305700.SGD","BK4020","LU0963586101.USD","LU1989764664.SGD","LU0012050646.USD","LU0154245756.USD","LU0348723411.USD","XTL","LU1720051108.HKD","LU0154245673.USD","LU0823421416.USD","LU1720051017.SGD","LU0082616367.USD","LU0719512351.SGD","LU0823421333.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651749854","title":"Arista Networks Inc(ANET)股票7月15日盤中下跌6.53%：關鍵驅動因素揭曉","url":"https://stock-news.laohu8.com/highlight/detail?id=2651749854","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651749854?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 02:16","pubTimestamp":1784139377,"startTime":"0","endTime":"0","summary":"• 受获利回吐及云资本支出预期改变的影响，Arista Networks股价有所下跌。\n• 激烈的竞争和宏观经济的不确定性加剧了网络硬件估值的波动。\n• 技术指标显示出买入信号，分析师的平均目标价为185.90美元。","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262032756-market-movers-anet-20260715","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":["LU2106854487.HKD","IE00BMPRXR70.SGD","BK4554","LU0077335932.USD","LU0557290698.USD","XTL","IYZ","LU1917777945.USD","LU0353189763.USD","BK4585","SKYY","LU0348723411.USD","IE00BMPRXN33.USD","LU0889565833.HKD","LU0225283273.USD","LU2023250504.SGD","IE0008368304.USD","LU2087625088.SGD","LU0823434583.USD","SG9999001424.SGD","BK4020","BK4588","LU1803068979.SGD","LU0198837287.USD","LU2860962120.EUR","LU0823434740.USD","LU2355687059.USD","BK4543","LU2211815571.USD","LU0109392836.USD","ANET","LU1989764664.SGD","IE00BN0W2W23.USD","IE00BN0W2T93.GBP","LU0006306889.USD","LU2458330169.SGD","LU2054465674.USD","LU0106261372.USD","LU0353189680.USD","LU1974910355.USD","IE00BMPRXQ63.HKD","LU2286300806.USD","ANEL","LU2108987350.USD","IE00BN0W2V16.EUR","LU2458330243.SGD","LU1989764748.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651431411","title":"招商宏觀：美國通脹降温背後的臨時性因素   美國電信運營商服務的降價、電商平台的集中促銷","url":"https://stock-news.laohu8.com/highlight/detail?id=2651431411","media":"券商研报精选","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651431411?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 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Optoelectronics(AAOI)$、$Credo(CRDO)$跌超5%，Lumentum、$Ciena科技(CIEN)$、$Coherent(COHR)$跌超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["COHX","LU0823421333.USD","LU0240878834.USD","LU2322448791.USD","LU2089985449.USD","BK4157","LU1861215975.USD","ALAB","RULE","SGXZ81514606.USD","GLWG","AIPI","LITE","LU2272731782.SGD","IE00BFMHRM44.USD","IE00B66KJ199.SGD","LU0012050646.USD","LU2360107168.USD","BK4585","SGXZ51526630.SGD","BK4512","LU1720051017.SGD","COWG","AAOI","LU0053671581.USD","LU2543165471.USD","LU2272731600.USD","LU2322448957.HKD","IE0031619046.USD","SMHX","LU2473716301.USD","LU0240877869.USD","LU1720051108.HKD","LU2931357623.SGD","CRDO","AAOX","LU2290526834.HKD","LU2211815571.USD","CHAT","LU1548497426.USD","CNAV","LU0106261612.USD","LU0154245756.USD","COHR","BK4141","EGGY","SPRX","LU2357305700.SGD","BK4020","LABX","SGXZ99366536.SGD","CIEN","BK4588","BK4148","FFTY","CRDU","XITK","LU1861220033.SGD","LU1989764664.SGD","LU2272731865.HKD","SIXG","LU0082616367.USD","BK4515","LU0719512351.SGD","IE00B7SZL793.SGD","GLW","LU1992135472.HKD","LU1804176565.USD","IE00B19Z4B17.USD","PTF","LU0274383776.USD","LU0823421416.USD","LU0154236417.USD","LU2265009873.SGD","LU0348723411.USD","LU1992135399.USD","LU0963586101.USD","XSD","LU0154245673.USD","SOXY","LU0205193047.USD","LU0205194284.USD","XTL","IE0009354923.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197381430","title":"AI硬件股拋售潮：估值重置而非需求疲軟","url":"https://stock-news.laohu8.com/highlight/detail?id=1197381430","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197381430?lang=zh_tw&edition=fundamental","pubTime":"2026-07-11 01:47","pubTimestamp":1783705669,"startTime":"0","endTime":"0","summary":"近期AI硬件板块的抛售潮，应被视为市场估值的一次理性回调，而非硬件需求减弱的信号。投行Stifel在一份报告中指出，当前市场的预期已超前于基本面，导致股价出现调整。对于投资者而言，Stifel建议关注两类股票：一类是估值已大幅压缩的个股，例如天弘科技、捷普科技、TTM科技和Lumentum Holdings Inc.；另一类则是业绩修正幅度有望超越估值倍数的公司，如Ciena科技、Viavi Solutions Inc.和英伟达。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999018857.SGD","07388","LU0210536198.USD","SG9999015986.USD","LU2092937148.SGD","LU1804176565.USD","LU1242518931.SGD","LU1244550577.SGD","LU2361044865.SGD","LU0323591593.USD","LU0354030438.USD","LU0511384066.AUD","LU2089985449.USD","LU2637965513.SGD","LU1861220033.SGD","LU1548497426.USD","IE00BJTD4V19.USD","BK4532","LU0234572021.USD","LU2237443978.SGD","LU1496350502.SGD","LU1934455277.USD","LU2244417387.USD","LU2322448791.USD","IE0034235188.USD","LU0096362180.USD","LU2896262040.SGD","LU2237443622.USD","NVDX","BK4587","LU0048584097.USD","LU0234570918.USD","LU2272731600.USD","LU1551013425.SGD","LU1778281490.HKD","IE00BJJMRX11.SGD","LU1868836591.USD","LU0240878834.USD","LU2461242641.AUD","LU0528227936.USD","LU1951200564.SGD","IE00BK4W5M84.HKD","LU0133085943.USD","LU0265550946.USD","LU2087625088.SGD","LU0106261372.USD","LU0957808578.USD","LU1923622291.USD","LU1674673691.USD","LU0096364046.USD","LU0154236417.USD","LU2462591277.SGD","ILDR","LU1633808545.USD","LU1559883803.SGD","HK0000914686.HKD","NVDB","IE00BDCRKT87.USD","LU0082616367.USD","BK4598","IE00BQXX3C00.GBP","LU0210533765.USD","LU0057025933.USD","LU0106261612.USD","JGRO","SG9999015341.SGD","NVDQ","LU0289960550.SGD","LU0345768740.USD","LU0225283273.USD","LU1992135399.USD","GB00BDT5M118.USD","LU0889565833.HKD","SG9999017495.SGD","LU2125154778.USD","LU1267930730.SGD","LU1066051225.USD","EFIV","LU2242650005.HKD","SNPE","LU2125909916.SGD","LU2756315664.SGD","LU0256863902.USD","LU0823414478.USD","IE0009G5SDU7.USD","SGXZ81514606.USD","IE00BJTD4N35.SGD","LU1691799644.USD","LU2430703251.USD","SG9999014542.SGD","3NVD.UK","LU2602419157.SGD","LU1720051108.HKD","HK0000306701.USD","FDTX","LU3102509885.SGD","BK4515","LU2931357623.SGD","LU0061474705.USD","LU2491049909.HKD","BK4533","LU0080751232.USD","LU2065171311.SGD","AIFD","LU1720051017.SGD","NVD3.UK","LU2543165471.USD","BK4567","VT","VIAV","LU2065171402.SGD","BK4588","IE00BN29S564.USD","LU2750360997.AUD","NVDS","LU2087621335.USD","BK4605","LU0029864427.USD","LU1935042488.USD","LU2148611432.USD","LU1861215975.USD","LU1242518857.USD","IE00BQXX3F31.USD","LU2168563687.JPY","LU0203202063.USD","LU0823421416.USD","LU1232071149.USD","LU1721428933.USD","LU1791710400.SGD","LU0079474960.USD","LU0708995401.HKD","SG9999014914.USD","SG9999014906.USD","LU1868836914.USD","BK4608","LU0198837287.USD","LU0642271901.SGD","LU2023251221.USD","LU1629891620.HKD","IE0004086264.USD","LU0128525929.USD","LU1935043023.USD","LU2247934214.USD","HK0000532082.HKD","CLS","LU1119994496.HKD","LU1496350171.SGD","TEK","LU0072462426.USD","BK4612","LU1267930573.SGD","LU1084165304.USD","LU1323610961.USD","VGT","LU2125909247.SGD","LU0566484027.USD","SG9999014559.SGD","IE00B3M56506.USD","LU1935042991.SGD","LU2092627202.USD","IE00BMPRXQ63.HKD","IE00B5949003.HKD","LU0345770308.USD","HK0000304805.HKD","LU2272731865.HKD","SNVD.UK","LU0320765059.SGD","HK0000320223.HKD","LU0820562030.AUD","BK4551","IE00B19Z8X17.USD","LU2322448957.HKD","LU2746668461.USD","IE00BMPRXN33.USD","SG9999002224.SGD","LU2462591350.SGD","HK0000819398.USD","LU0965508806.USD","NVDA","LU2213496289.HKD","LU0012050646.USD","BK4548","IE000Q6AESB8.SGD","LU2471134796.USD","LU2361045086.USD","LU2047632596.USD","LU0823414551.USD","LU0557290698.USD","IE0034235303.USD","LU1670756490.USD","LU2954938101.SGD","LU0077335932.USD","IE0001KFT4U8.USD","SG9999018865.SGD","LU1153585028.USD","LU1861127337.USD","LU0861579265.USD","LU0276348264.USD","HVAC","LU2357125470.USD","IE00BDRTCR15.USD","LU2506951792.HKD","LU1267930490.SGD","SG9999014880.SGD","LU0417517546.SGD","LU0979878070.USD","LU0061475181.USD","LU2054465674.USD","IE00BKPKM429.USD","LU2456880835.USD","LU0820561818.USD","LU1815333072.USD","LU0174119429.USD","METV","LU0823434740.USD","LU2552382058.USD","SG9999015978.USD","LU2264538146.SGD","LU0289961442.SGD","LU2089283258.USD","IE00B19Z9505.USD","LU1852331112.SGD","LU1064131342.USD","LU2125909759.SGD","LU2463028550.USD","WLDR","SG9999002232.USD","LU0205194284.USD","NVIW.SI","LU2487616109.SGD","LU0823421333.USD","LU0274383776.USD","LU2236285917.USD","LU0211327993.USD","LU1880398554.USD","IE0004091025.USD","LU1645745479.HKD","IE00B4YYXB79.USD","LU1280957306.USD","LU1429558221.USD","NVDG","LU2249611893.SGD","LU0256863811.USD","LU2750360641.GBP","LU2360032135.SGD","SG9999000418.SGD","IE00BWXC8680.SGD","LU2290526834.HKD","LU2361044949.HKD","LU0094547139.USD","LU0138981039.USD","LU0347712357.USD","LU1880398471.USD","LU2326559502.SGD","LU0345769128.USD","LU2108987350.USD","LU2168564495.EUR","SG9999015945.SGD","LU2089284900.SGD","JBL","LU1935043536.SGD","LU2420271590.USD","IETC","LU0006306889.USD","LU0070217475.USD",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