美股详情

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SaaS概念

2,917.82

+130.564.68%

涨家数：26

跌家数：1

平家数：1

市盈率：- -

高：2,935.48

开：2,787.33

低：2,787.33

收：2,787.25

成交量：2.30亿

成交额：420.95亿

市值：4.85万亿

流通市值：4.57万亿

数据加载中...

总览新闻资讯

算力狂飙逼疯风冷！液冷服务器：渗透率破37%，玩家抢滩千亿赛道

卸任米哈游董事长后，蔡浩宇在新加坡造“活人”

迪拜股票指数早盘上涨1.4%

每日经济新闻

字节击败Sora，但这可能是字节的坏消息

TrendForce集邦咨询：零部件交期拉长抑制通用型服务器成长动能预估2026年整体服务器出货量年增13%

智通财经网

需求爆炸，算力吃紧！Claude变更企业版定价，按算力消耗计费

华尔街见闻

《新兴市场》亚股跳涨，因美伊和谈预期提振风险偏好

微软Copilot告别被动响应：拥抱OpenClaw技术，剑指规模化变现

软件股正在持续反弹，投资者现在应该买入甲骨文还是微软？

TradingKey中文

为什么说“场景Token”比“算力Token”更值得关注？

软件业“新杀手”？Anthropic最快本周推出“AI设计工具”，Figma和Adobe应声重挫

华尔街见闻

一千块的录音卡片，凭什么还敢每年多收一千块钱？

微软想给所有 Windows 电脑预装龙虾

美中AI竞赛之际，美国十多个州考虑暂时禁止建设数据中心

AI芯片，新混战

微软可以“抄底”了吗？

华尔街见闻

上海浦东智能网联汽车跑出“加速度”

雪藏背后：Anthropic的技术、商业与伦理困境

券商晨会精华 | 巨头加速硅光布局技术演进与产能扩张同步推进

智通财经网

微软加码数据中心投资

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14:05","pubTimestamp":1776233100,"startTime":"0","endTime":"0","summary":"每经AI快讯，4月15日，迪拜股票指数早盘上涨1.4%。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-04-15/doc-inhuqfuy0864797.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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13:48","pubTimestamp":1776232103,"startTime":"0","endTime":"0","summary":"3月底，OpenAI的Sora关停，Seedance和字节少了一个强大的对手。对字节来说也是一样：Sora的失败证明了AI技术强大还不够，还得有抖音这样的落地场景。Sora诞生时，用一条短短的视频曾经震惊了世界，但震惊之后，但并没有找到太好的应用场景。但从字节用AI颠覆腾讯等老巨头的角度来看，这却可能是坏消息。如果那么容易，字节跳动的对手Sora就不会失败了。Seedance击败Sora，让字节少了一个巨大的竞争对手，这好消息令人欢呼雀跃。","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":"https://www.lanjinger.com/d/1776072532777230623","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":["IE00BMPRXN33.USD","LU0210528500.USD","LU0396098781.USD","LU2462157665.USD","IE00B5949003.HKD","LU0985320562.USD","HK0000352382.USD","LU0310799852.SGD","LU1935043023.USD","LU2237443622.USD","SG9999000327.SGD","LU0472753341.HKD","IE00B031HY20.USD","LU0107464264.USD","LU0234572021.USD","LU0140636845.USD","LU2491049909.HKD","LU1066051811.HKD","LU0456827905.SGD","LU0203347892.USD","LU1914381329.SGD","LU1934455194.USD","LU2023250330.USD","IE00B19Z8W00.USD","LU0157215616.USD","LU0466842654.USD","LU1035775433.USD","LU0494093205.USD","SG9999001077.SGD","BK1589","LU1699723380.USD","IE00BHPRN162.USD","LU0052756011.USD","LU2362541513.USD","IE00B0JY6N72.USD","LU1069344957.HKD","LU2237443465.HKD","SG9999015945.SGD","LU1988902786.USD","LU1803068623.USD","LU2430703178.SGD","LU0353189763.USD","LU0348827113.USD","LU0675040207.SGD","LU0267386448.USD","LU0269904917.USD","LU1935042488.USD","LU0889566641.SGD","LU2317271919.USD","LU0348735423.USD","LU2750360641.GBP","IE00BFSS7M15.SGD","HK0000306701.USD","LU2211815571.USD","LU0289739343.SGD","LU1037948541.HKD","LU0737861699.HKD","LU1280957306.USD","LU2265009873.SGD","BK1591","LU2065169927.USD","IE0031814852.USD","LU2487616109.SGD","LU0572939691.SGD","BK4543","LU0158827781.USD","BK4525","LU0683595622.HKD","SG9999002562.SGD","LU0048388663.USD","LU0011850046.USD","LU0261947096.USD","LU0265550946.USD","LU0791591158.USD","LU1794554557.SGD","LU0456855351.SGD","IE00B7KXQ091.USD","LU1815336760.USD","LU1046422090.SGD","LU0359201885.HKD","LU1066051225.USD","LU1102505762.USD","LU0238689110.USD","IE0005OL40V9.USD","LU2778985437.USD","LU1400636491.USD","LU0165289439.USD","HK0000819398.USD","IE00BFMHRM44.USD","LU2471134952.CNY","LU1880398554.USD","SG9999015952.SGD","LU0543330566.HKD","LU1196500208.SGD","LU1102505929.USD","LU2152927971.USD","LU2756315664.SGD","LU0320765489.SGD","LU1400636574.HKD","LU0898667661.SGD","LU1852331112.SGD","LU2433249047.HKD","LU0516423174.USD","SG9999001903.USD","LU1152091754.HKD","LU0054237671.USD","LU2404859741.USD","LU0208291251.USD","IE00BMPRXR70.SGD","LU1226288097.SGD","LU0149725797.USD","LU0109391861.USD","LU2168564495.EUR","IE00B3M56506.USD","LU1282648689.USD","LU0214875030.USD","LU0188438112.USD","LU0210527791.USD","LU0289960550.SGD","LU0499858602.USD","LU0577902611.USD","LU0577902298.EUR","LU0823426308.USD","LU2125154778.USD","LU0943347566.SGD","LU0348816934.USD","SG9999000418.SGD","LU1282649810.SGD","LU0084288322.USD","LU1023057109.AUD","LU0061474705.USD","LU1655091459.SGD","LU0477156953.USD","LU2471134879.HKD","BK4023","LU2404859667.USD","HK0001040143.USD","LU0080751232.USD","LU0708995583.HKD","LU0354030438.USD","LU0648001328.SGD","LU1152091168.USD","IE000MB6IJN5.SGD","LU0261950983.USD","LU1568876335.HKD","LU2008162690.USD","LU0256863811.USD","LU0594300179.USD","LU2051468812.USD","LU0823413587.USD","SG9999013353.USD","LU0633140560.USD","LU1048588211.SGD","LU0302445910.USD","LU2764263203.CNY","LU0516422440.USD","BK4551","LU0128522744.USD","LU1807302812.USD","LU0742534661.SGD","LU0821914370.USD","GOOW","LU1688375341.USD","LU2125909593.SGD","LU2463028550.USD","LU0314106906.USD","LU1301847155.USD","LU0431992006.USD","LU1868836914.USD","BK4528","LU0070217475.USD","IE00BN8TJ469.HKD","LU1880383440.USD","LU1894683264.USD","LU2089283258.USD","IE00BJJMRY28.SGD","IE00BZ08YR35.GBP","LU1770036033.HKD","LU0264606111.USD","BK1615","LU1489326972.SGD","LU0588546209.SGD","LU0348783662.USD","LU1244550494.USD","LU1935043536.SGD","BK4566","LU0561508036.HKD","LU1188198961.HKD","LU1720051017.SGD","HK0001040168.HKD","LU0198837287.USD","LU0882747503.HKD","LU2476274308.USD","LU1718418525.SGD","IE00BDCRKT87.USD","IE00BJJMRX11.SGD","LU0426417589.USD","BK1526","LU0117844026.USD","LU1032955483.USD","IE00BZ08YS42.EUR","LU1226287875.USD","LU1725190679.HKD","SGXZ81514606.USD","HK0000304805.HKD","LU0342679015.USD","IE00BK4W5L77.USD","LU1868837722.USD","LU1224709979.USD","LU0348783233.USD","LU0210533765.USD","LU2097828474.EUR","LU1064131342.USD","LU2764262908.HKD","LU1993786604.SGD","LU0985489474.SGD","LU0690374615.EUR","LU1316542783.SGD","LU2458330243.SGD","LU0256863902.USD","BK4602","LU0164872284.USD","LU0215105999.USD","LU0109392836.USD","LU0861579265.USD","BK1608","LU1935042215.USD","LU2294711473.HKD","LU0820562030.AUD","LU0828238088.HKD","LU2054465674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预估2026年整体服务器出货量年增13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2627747408","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627747408?lang=zh_cn&edition=fundamental","pubTime":"2026-04-15 13:43","pubTimestamp":1776231800,"startTime":"0","endTime":"0","summary":"TrendForce集邦咨询表示，通用型Server订单需求稳健，但原本已面临PCB、CPU供应吃紧的问题，目前这两项核心零部件的交期已拉长至近一年。但考量Meta、AWS等业者自研芯片调校耗时，有出货递延风险，TrendForce集邦咨询将2026年ASIC占整体AI Server比例从原本的近28%，微调成27%左右，GPU机种维持占大宗。TrendForce集邦咨询指出，在全球供应链配置不均，以及核心半导体零部件交期瓶颈的影响下，通用型Server出货成长相对AI Server受限，连带将造成2026年整体Server的出货表现面临增长天花板。","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":"http://www.zhitongcaijing.com/content/detail/1428696.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":"highlight_zhitongcaijin","symbols":["BK4585","BK4543","CHAT","BK4588","AIYY","ARTY","AGIX","BK4551","AI","BK4587","AIPO","BK4023","BK4528"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110402857","title":"需求爆炸，算力吃紧！Claude变更企业版定价，按算力消耗计费","url":"https://stock-news.laohu8.com/highlight/detail?id=1110402857","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110402857?lang=zh_cn&edition=fundamental","pubTime":"2026-04-15 13:36","pubTimestamp":1776231414,"startTime":"0","endTime":"0","summary":"Anthropic悄然改变Claude企业版收费方式，重度用户账单或大幅攀升。Anthropic近期对旗下企业级产品Claude Enterprise的定价模式进行了调整。Anthropic发言人对此予以确认。Anthropic发言人表示，新定价\"更好地反映了客户实际使用Claude的方式，因为工作负载正从固定席位的生产力工具转向智能体应用\"。Claude Code爆发式增长，倒逼定价重构此次调价的直接导火索，是Claude Code的爆发式增长。与此同时，Claude 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会不会吞掉垂直应用”的疑问。","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":"http://www.zhitongcaijing.com/content/detail/1428665.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":["02556","BK4587","CHAT","BK4528","AI","BK4588","BK1109","BK4543","AGIX","AIYY","BK4023","BK4585","BK1518","BK4551","ARTY","BK1618","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627577471","title":"软件业“新杀手”？Anthropic最快本周推出“AI设计工具”，Figma和Adobe应声重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2627577471","media":"华尔街见闻","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627577471?lang=zh_cn&edition=fundamental","pubTime":"2026-04-15 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10:41","pubTimestamp":1776220900,"startTime":"0","endTime":"0","summary":"但 Plaud 打破了这样的死循环——它不仅赚了我录音笔的钱，还打算每年继续赚我 1000 元，然后一年收入 2.5 亿美元。所以，Plaud 究竟有什么魔力，让人心甘情愿先花 1000 元买个录音笔，再每年继续花 1000 元来使用？当然，这不是说 Plaud 的录音笔一无是处，既然是重度的录音用户，一个专门用来录音的物理外挂，对体验的提升是巨大的。对 Plaud 来说，AI 反而并不重要，这家企业从一开始，只是想做好“录音”这件事，AI 大模型，不过是一条通向这个目标最近的道路。","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/8sL77tY3Gid","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":["AIYY","BK4023","AGIX","BK4588","CHAT","ARTY","BK4543","AIPO","BK4551","AI","BK4528","BK4587","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627302474","title":"微软想给所有 Windows 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10:18","pubTimestamp":1776219498,"startTime":"0","endTime":"0","summary":"路透华盛顿4月14日 - 缅因州立法机构已批准一项法案，该州可能成为美国首个对新建数据中心实施暂停令的州。美国另有十几个州正在考虑对数据中心实施暂停令。密歇根州众议院第240号决议要求在全州范围暂时停止对数据中心的州级激励措施。新罕布什尔州HB 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