美股详情

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高瓴资本持仓

4,878.88

+67.471.40%

涨家数：33

跌家数：30

平家数：2

市盈率：- -

高：4,911.82

开：4,823.92

低：4,820.11

收：4,811.41

成交量：3.02亿

成交额：333.27亿

市值：8.72万亿

流通市值：8.26万亿

数据加载中...

Truist上调UiPath目标价至17美元

苹果开启全新产品周期分析师：折叠屏成冲高利润抓手

约翰·特努斯在苹果面临的首项考验：如何卖出一部售价2000美元的折叠屏iPhone

环球市场播报

涂鸦智能IFA展出AI家庭陪伴机器人Doova

港股异动 | 蓝思科技(06613)午后涨超4% 苹果首款折叠屏即将发布公司已向北美大客户折叠机型供应UTG

高盛最新“逢低买入”名单：阿里巴巴在列，5只股票跌出了机会

机构：预估台积电第三季单季3纳米产值首度超过4000亿新台币

iPhone18Pro成本或上涨近40％

KeyBanc：预测iPhone 18 Pro将涨价150美元，维持苹果“减持”评级

智谱上天猫“摆摊”，要把Token当话费卖

连续3季盈利的蔚来，为何跌出52周新低？

库克CEO级薪酬暴露其卸任影响力，特努斯难走出其阴影？

凤凰网科技

港股早评：恒指微幅高开0.01%，科网股涨跌各异，内银股、保险股齐涨

台积电等扩产带动半导体厂务工程五强在手订单逾 8800 亿元

花旗称，腾讯计划在哔哩哔哩发行可转换债券之际出售其持有的哔哩哔哩股份，此举有助于消除哔哩哔哩股票一项主要的悬压风险。

亚马逊扩大 AI 机柜拉货，世芯、纬颖、鸿海出货强劲

财政部将发行特别国债支持8家中央金融企业补充资本；阿里巴巴成功入局低轨卫星星座独角兽“千帆星座”；中东航线运费大幅跳涨一舱难求——《投资早参》

每日经济新闻

贝壳-W(02423)9月4日斥资198.9万美元回购33.12万股

台积电第三季 3 纳米产值逾 4000 亿元创新高

库克时代之后首场“大考”！大摩：苹果秋季发布会为十年来最重要，首款折叠iPhone或引爆新一轮增长

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14:15","pubTimestamp":1788761759,"startTime":"0","endTime":"0","summary":"苹果公司负责硬件业务的约翰·特努斯将于周三公布其出任首席执行官后的首批新品，希望说服消费者接受两项在iPhone近20年发展史上从未出现过的变化：折叠屏，以及超过2000美元的售价。据分析师预计，苹果折叠设备的售价将达到或超过2000美元，同时整个iPhone产品线也将涨价。预计苹果会将基础款iPhone 18的上市时间推迟至明年春季。这些销量在苹果每年约2.5亿部的全球iPhone出货量中占比很小，但规模已足以帮助苹果提高设备平均售价。","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/2026-09-07/doc-iniqyrkc0447941.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_us","symbols":["IE0003U64NQ7.SGD","LU1244550494.USD","LU1582987597.SGD","LU0689472784.USD","LU2361044865.SGD","BK4505","LU0170899867.USD","LU0149725797.USD","LU1582986359.USD","LU1206712785.SGD","LU1917777945.USD","LU1127390331.HKD","IE00B19Z9505.USD","SG9999014567.USD","IE00BMPRXQ63.HKD","LU1934455863.HKD","LU2286300806.USD","LU2065169927.USD","LU0289739343.SGD","LU0957808578.USD","LU0082616367.USD","LU2047632596.USD","CMAG","LU1066051498.USD","BK4573","SG9999002232.USD","LU1035775433.USD","LU2756315664.SGD","LU0256863811.USD","LU1804176565.USD","BK4527","LU0345769128.USD","LU0965509283.SGD","LU0198837287.USD","LU1267930490.SGD","LU0820561818.USD","LU0077335932.USD","LU0985320562.USD","BK4554","SG9999014542.SGD","BK4575","LU0310799852.SGD","LU2237438978.USD","LU1037948541.HKD","LU1116320901.HKD","LU1868836591.USD","LU0143551892.USD","LU1839511570.USD","IXN","LU2065171311.SGD","LU2125154778.USD","LU1551013342.USD","LU1267930573.SGD","HK0000532082.HKD","LU2458330169.SGD","LU0056508442.USD","LU0215105999.USD","LU0320765489.SGD","LU0251132253.USD","IE00BJTD4V19.USD","LU2506952097.USD","LU2430703178.SGD","LU1815333072.USD","LU2506951875.HKD","IE00BJJMRX11.SGD","IE00BJTD4N35.SGD","LU1582986433.USD","LU1235294995.USD","LU1202635105.USD","LU0640476718.USD","LU2458330243.SGD","LU2552382132.HKD","LU0057025933.USD","LU1366192091.USD","LU2250418816.HKD","LU1242518931.SGD","LU2381873111.SGD","LU1674673428.USD","LU0979878070.USD","IE00B5949003.HKD","IE00BDCRKT87.USD","LU2746668461.USD","LU0553294199.USD","LU2237443382.USD","IE0004091025.USD","LU0949170426.SGD","LU0096364046.USD","LU0320765059.SGD","BK4550","LU2097344431.USD","LU0174119429.USD","LU0109392836.USD","IE0000B7K699.USD","LU2265009873.SGD","IE00BLSP4239.USD","LU1868837300.USD","LU2237443978.SGD","LU0912757837.SGD","IE000YTNTUN2.SGD","LU0642271901.SGD","LU1244550221.USD","LU0211327993.USD","LU1868836757.USD","AAPX","LU1699723380.USD","LU2461242641.AUD","LU0784383803.USD","LU1316542783.SGD","IE00B19Z8X17.USD","LU1629891620.HKD","IE00B775SV38.USD","BK4512","IE00BN29S564.USD","HK0000306685.HKD","LU0029864427.USD","LU2106854487.HKD","VGT","BK4574","BK4170","LU2092937148.SGD","HK0000914686.HKD","LU0353189763.USD","IE00B19Z8W00.USD","LU1144417596.USD","LU2756315318.SGD","IE00BN8TJ469.HKD","LU2023251221.USD","LU1145028129.USD","LU2543165471.USD","LU1291159041.SGD","IE0034235303.USD","LU1400636491.USD","BK4598","LU1267930730.SGD","LU0265550946.USD","LU0208291251.USD","LU2360106780.USD","LU0238689110.USD","IE00B7KXQ091.USD","LU1988902786.USD","LU2750360641.GBP","LU2452424414.USD","LU1400636657.SGD","LU0444971666.USD","IE00BKVL7J92.USD","LU0466842654.USD","HK0000306701.USD","LU1571399168.USD","LU1645745479.HKD","LU0784384876.USD","LU2168563687.JPY","IE00BZ1G4Q59.USD","LU1496350171.SGD","LU1935043536.SGD","SG9999017495.SGD","LU2168564222.USD","IE00BFSS7M15.SGD","LU0162691827.USD","LU0511384066.AUD","LU1116320737.USD","LU0048584097.USD","LU0868494617.USD","LU2054465674.USD","IE000W1ABFV2.USD","LU0154236417.USD","SG9999014880.SGD","LU2168564149.EUR","LU2361044949.HKD","LU0069063385.USD","BK4559","LU0545039389.USD","LU0788109477.HKD","IE00BBT3K403.USD","VT","LU0820561909.HKD","LU2100268510.USD","LU2637965513.SGD","LU2237443895.HKD","LU0823417737.USD","LU0823434583.USD","LU0345770308.USD","LU2552382058.USD","LU2506952170.USD","LU0784385840.USD","METV","LU0314104364.USD","LU0661504455.SGD","LU2097344357.USD","LU1732799900.SGD","IE00BQXX3D17.EUR","LU0109391861.USD","LU2954938101.SGD","SG9999015986.USD","LU1868837136.USD","IE00BLSP4452.SGD","BK4534","LU0128525929.USD","LU0823417653.USD","IE00BYXW3230.USD","SG9999018865.SGD","LU2357305700.SGD","LU0965509010.AUD","ROM","LU0724617625.USD","LU1823568750.SGD","LU1914381329.SGD","LU2236285917.USD","LU0314106906.USD","LU0157215616.USD","LU1069344957.HKD","LU0957791311.USD","LU1791710582.SGD","LU1979441026.SGD","LU1989764664.SGD","LU1119994496.HKD","LU0124676726.USD","LU2471134879.HKD","SG9999014906.USD","LU2089284900.SGD","LU2237443465.HKD","SG9999014914.USD","IE000SO60NU8.SGD","LU0417517546.SGD","LU2746668974.SGD","IE00BDRTCR15.USD","HK0000320223.HKD","IE00B3S45H60.SGD","LU0726765562.USD","LU1868836914.USD","LU1852331112.SGD","LU0964807845.USD","LU2237443622.USD","SGXZ80539844.SGD","SG9999015952.SGD","LU2860962120.EUR","LU0942090050.USD","LU0070217475.USD","LU2168564495.EUR","LU0289961442.SGD","LU0310800379.SGD","LU2087625088.SGD","LU0528227936.USD","AAPU","LU0203201768.USD","LU1720051017.SGD","IE00BWXC8680.SGD","L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10:07","pubTimestamp":1788746865,"startTime":"0","endTime":"0","summary":"第二天，港股蔚来跌超5%，报29.42港元；美股盘前一度下挫4.68%，股价摸到4.37美元，创下52周新低。一家连续三年被喊“要完”的公司，好不容易把账做正了，市场却用新低回应它。上半年归母亏损12.18亿元，同比收窄近九成。而现在，连续三个季度经调整盈利之后，蔚来自动从“叙事股”的考场，被移进了“制造业公司”的考场。二季度交付10.77万辆，同比增长49.4%。对比二季度的49.4%，增速一个季度掉了35个百分点。","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://www.lanjinger.com/d/1788491751362904411","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":"lanjinger_stock","symbols":["NIOG","BK4504","LU0320764599.SGD","09866","BK4509","BK4581","BK4526","LU0052750758.USD","BK4585","NIO.SI","BK4534","BK4548","BK4574","NIO","BK4532","BK4099","BK4505","BK4555","BK4588","LU0708995583.HKD","EVS.SI","BK4531"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665221393","title":"库克CEO级薪酬暴露其卸任影响力，特努斯难走出其阴影？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665221393","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665221393?lang=zh_cn&edition=fundamental","pubTime":"2026-09-07 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8800 亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639393","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639393?lang=zh_cn&edition=fundamental","pubTime":"2026-09-07 09:21","pubTimestamp":1788744080,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电、美光等企业加码资本支出扩产，带动半导体厂务工程五强汉唐、亚翔、帆宣、洋基、圣晖合计在手订单已逾 8800 亿元，创新高。台积电日前在半导体展表示，建置中晶圆厂高达 20 座，整体产能建置规模较过去倍数增加，但仍无法满足客户需求。美国关税政策带动美国制造建厂需求。亚翔在手订单金额 4400.73 亿元为最多，董事长姚祖骧指出近四年来在新加坡承接统包案累计金额上看 6000 亿元，后续可望再接新案。汉唐在手订单金额约 1939.37 亿元续创新高，受惠于台积电、美光等大客户持续建厂。帆宣在手订单金额 1351 亿元新高，董事长高新明透露订单能见度至少到 2028 年，客户端在 2029 年、2030 年相关专案已进入规划，帆宣已部署材料、人力及在地施工团队支援客户在台湾、美国亚利桑那、日本及德国同步扩产需求，并投入 CoPoS 等技术发展。圣晖在手订单金额超过 600 亿元，台湾占比 68%，半导体订单占比 63%，上半年税后纯益 29.44 亿元，每股纯益 23.73 元，创同期新高。洋基上半年税后纯益 23.17 亿元，每股纯益 17.46 元，在手订单金额约 517.7 亿元，订单能见度达 2027 年底。 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