美股详情

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元宇宙及AR概念

3,027.72

+14.910.49%

涨家数：22

跌家数：20

平家数：1

市盈率：- -

高：3,044.26

开：3,013.38

低：3,012.71

收：3,012.81

数据加载中...

【AI驱动台积电(TSM.US)30%增长预期，资本支出按兵不动!地缘政治风险成首要考量】智通财经APP获悉，台积电(T

德州仪器7月17日成交额为10.65亿美元

高温致英特尔13/14代酷睿崩溃 Firefox收到大量错误报告

美数据中心与居民的水源之争

国际金融报

索尼7月17日成交额为1.36亿美元

Snowflake Inc.7月17日成交额为5.68亿美元

Snap Inc.7月17日成交额为4.61亿美元

冬海集团7月17日成交额为8.41亿美元

《新兴市场》亚股迎来数月来最强的一周；台积电大涨提振台湾股市

罗布乐思7月17日成交额为11.99亿美元

高通7月17日成交额为10.72亿美元

Paypal7月17日成交额为6.26亿美元

【热点】多家FPC巨头争相布局这个新应用

科赋锐7月17日成交额为6.87亿美元

中国商务部长王文涛昨天与黄仁勋会面

One UI 8固件代码显示三星首款三折叠手机配高通骁龙 8至尊版芯片

美光科技7月17日成交额为39.09亿美元

微软7月17日成交额为89.49亿美元

台积电高唱凯歌，阿斯麦黯然神伤，何解？

瑞银料外卖战补贴8月见顶阿里及京东估值具吸引力

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14:27","pubTimestamp":1752820022,"startTime":"0","endTime":"0","summary":"一场人与数据中心的“水资源争夺战”也随即悄然上演。针对这些指责，Meta回应称，数据中心的建设与莫里斯家水井问题没有关联。调查报告显示，数据中心的运营“并未对当地地下水状况造成不利影响”。有研究估计，到2027年，全球范围内AI数据中心每年的耗水量可达1.7万亿加仑。据悉，AWS运营着全球数量最多的数据中心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"jinrongjie_highlight","url":"https://usstock.jrj.com.cn/2025/07/18142751785305.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2025/07/18142751785305.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":"jinrongjie_highlight","symbols":["BK4503","BK4579","BK4077","BK4573","BK4524","BK4566","BK4507","BK4534","BK4550","BK4533","BK4527","BK4548","FB","BK4553","BK4525","BK4508","BK4551","BK4554","BK4581"],"gpt_icon":0},{"id":"2552528614","title":"索尼7月17日成交额为1.36亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552528614","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552528614?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 14:05","pubTimestamp":1752818733,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，索尼成交额为1.36亿美元，成交额较昨日减少25.94%，当日成交量为555.77万股。索尼于2025年7月17日涨1.79%，报24.41美元，该股过去5个交易日跌0.97%，年初至今涨15.74%，过去60日涨2.78%。索尼的业务组合非常多元化，拥有六大主要业务部门。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718140539a452ad41&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Inc.于2025年7月17日跌0.17%，报211.58美元，该股过去5个交易日跌1.32%，年初至今涨37.02%，过去60日涨54.44%。Snowflake的云原生架构允许用户独立扩展计算和存储层，为客户提供更具性价比的性能。Snowflake被广泛应用于金融服务、媒体和零售等行业的财富2000强公司。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718140002a6b1588a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Inc.7月17日成交额为4.61亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552452223","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552452223?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 13:58","pubTimestamp":1752818317,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，Snap Inc.成交额为4.61亿美元，成交额较昨日增加7.23%，当日成交量为4640.47万股。Snap Inc.于2025年7月17日涨2.59%，报9.91美元，该股过去5个交易日涨6.1%，年初至今跌7.99%，过去60日涨30.22%。该应用最初仅用于通过照片和短视频与家人和朋友交流。该公司还销售名为AR Spectacles的可穿戴设备，它可以拍摄叠加了增强现实镜头的照片和视频，但这些也只占Snap整体销售额的一小部分。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718135843a6b157e1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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13:39","pubTimestamp":1752817159,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，冬海集团成交额为8.41亿美元，成交额较昨日减少32.90%，当日成交量为509.53万股。冬海集团于2025年7月17日涨3.58%，报167.08美元，该股过去5个交易日涨11.83%，年初至今涨57.47%，过去60日涨43.38%。对于Garena来说，Free Fire在2022年1月是下载量最大的游戏，并在2021年占游戏收入的74%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718133926a452a29d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:28","pubTimestamp":1752816500,"startTime":"0","endTime":"0","summary":"路透7月18日 - 亚洲新兴股市周五延续涨势，有望创下数月来最强劲的单周表现，原因是投资者将目光从美国关税风险转向乐观的企业盈利和央行的鸽派倾向。MSCI新兴亚洲股市指数.MIMS00000PUS大涨0.6%。台股本周已累计上涨超过2.7%，创下5月中旬以来的最佳表现。该指数有望创下3月初以来的最强单周涨幅。投资者情绪受到印尼央行降息和进一步宽松信号的提振。此前印尼与美国新签署了一份贸易协议，这是继越南之后，东南亚地区签署的第二份此类协议。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250718:nL6S3TF06N:1","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":["LU0345769128.USD","LU1791710400.SGD","LU0234570918.USD","LU0672654240.SGD","LU1861215975.USD","NVD","LU2471134523.USD","BK4548","LU1366333091.USD","LU2092627202.USD","LU0187121727.USD","HK0000306701.USD","NVDS","LU2357305700.SGD","LU1316542783.SGD","SG9999014559.SGD","NVD3.UK","SNVD.UK","LU1242518931.SGD","NVDX","LU2264538146.SGD","LU1868836914.USD","NVDU","2NVD.UK","LU1934455194.USD","SG9999014542.SGD","LU2456880835.USD","NVD2.UK","BK4554","LU1804176565.USD","LU0345768740.USD","LU0823434583.USD","LU2168564149.EUR","LU0353189680.USD","LU0203202063.USD","NVDD","NVDS.UK","LU0708995401.HKD","NVIW.SI","LU1435385759.SGD","LU1914381329.SGD","LU1951198990.SGD","NVDY","3NVD.UK","LU0943347566.SGD","LU2087625088.SGD","BK4534","LU0942090050.USD"],"gpt_icon":1},{"id":"2552451679","title":"罗布乐思7月17日成交额为11.99亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552451679","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552451679?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 13:12","pubTimestamp":1752815549,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，罗布乐思成交额为11.99亿美元，成交额较昨日减少33.42%，当日成交量为985.95万股。罗布乐思于2025年7月17日涨2.65%，报122.17美元，该股过去5个交易日涨16.32%，年初至今涨111.15%，过去60日涨103.92%。罗布乐思为创作者提供游戏的工具、发布能力和平台，使任何人都可以创建游戏。当游戏玩家在他们的游戏中进行可选的游戏内购买并为现实世界的广告提供空间时，创作者可以赚钱，而罗布乐思主要通过从这些收入中抽成来赚取收入。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718131231a45298b5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:04","pubTimestamp":1752815078,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，高通成交额为10.72亿美元，成交额较昨日减少1.80%，当日成交量为701.86万股。高通于2025年7月17日跌0.95%，报152.61美元，该股过去5个交易日跌4.07%，年初至今涨0.48%，过去60日涨12.77%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-17|10.72亿|-1.80%|701.86万|#|2025-07-16|10.92亿|8.99%|710.67万|#|2025-07-15|10.02亿|-12.05%|646.73万|#|2025-07-14|11.39亿|22.10%|738.25万|#|2025-07-11|9.33亿|3.21%|590.77万|高通公司开发和授权无线技术，并为智能手机设计芯片。高通公司 的 IP 已获得几乎所有无线设备制造商的许可。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718130441a6b14230&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:03","pubTimestamp":1752815012,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，Paypal成交额为6.26亿美元，成交额较昨日减少10.87%，当日成交量为852.27万股。Paypal于2025年7月17日涨1.22%，报73.86美元，该股过去5个交易日跌2.43%，年初至今跌13.46%，过去60日涨22.51%。截至2024年底，该公司拥有4.34亿活跃账户，同时还拥有个人对个人支付平台Venmo。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718130334a4529507&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:49","pubTimestamp":1752814165,"startTime":"0","endTime":"0","summary":"尽管目前相关出货对营收贡献仍不显著，但增幅明显且已进入稳定量产阶段，客户涵盖Meta在内的多家国际品牌，也观察到中国市场中多家新创正积极开发AI眼镜，由于AI眼镜具有“轻薄短小”的产品特性，对高阶印刷电路板需求提升，有利公司扩展高阶应用比重。台郡近年积极切入穿戴式装置市场，旗下针对AI眼镜的新一代产品已完成量产导入，初步成果陆续显现，公司预估2026年出货将大幅成长，进一步拉升营运动能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718134545a452a57c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:08","pubTimestamp":1752811728,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，科赋锐成交额为6.87亿美元，成交额较昨日增加17.66%，当日成交量为359.41万股。科赋锐于2025年7月17日涨0.76%，报191.25美元，该股过去5个交易日涨5.13%，年初至今涨77.61%，过去60日涨87.3%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-17|6.87亿|17.66%|359.41万|#|2025-07-16|5.84亿|20.00%|309.64万|#|2025-07-15|4.87亿|-3.52%|261.99万|#|2025-07-14|5.04亿|-0.61%|275.92万|#|2025-07-11|5.08亿|-28.80%|278.18万|Cloudflare Inc 是一家总部位于加利福尼亚州旧金山的软件公司，通过利用分布式、无服务器的内容交付网络提供安全和网络性能服务。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718120854a4527f4d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:07","pubTimestamp":1752811675,"startTime":"0","endTime":"0","summary":"王文涛也说，他在星期四于北京会见了黄仁勋。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250718-7165873","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zaobao.com/realtime/china/story20250718-7165873","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":"zaobao_highlight","symbols":["3NVD.UK","NVD3.UK","NVD","LU2264538146.SGD","IE0004091025.USD","LU2168564222.USD","LU2471134952.CNY","LU0640476718.USD","LU2290526834.HKD","2NVD.UK","LU1974910355.USD","LU2430703251.USD","LU0979878070.USD","LU1712237335.SGD","LU2168564149.EUR","LU2097344431.USD","NVDY","BK4554","SGXZ51526630.SGD","LU0265550946.USD","LU0225283273.USD","NVDX","LU2125909593.SGD","LU0417517546.SGD","LU0234572021.USD","LU1861127337.USD","SNVD.UK","LU1642822529.SGD","NVDA","LU1242518857.USD","NVDD","LU0985320562.USD","LU2491050154.USD","NVDS","LU2097344357.USD","NVDU","IE00BZ199S13.USD","LU0274383776.USD","NVD2.UK","LU2750360641.GBP","NVDS.UK","IE00B5949003.HKD","LU0788109477.HKD","NVIW.SI","IE00B19Z8X17.USD","LU0672654240.SGD","LU0965509101.SGD","LU2463028550.USD","LU2491050071.SGD"],"gpt_icon":0},{"id":"2552454681","title":"One 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日获批了相关商标。","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://finance.sina.com.cn/stock/t/2025-07-18/doc-inffwiqs4271732.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4561","LU1119994496.HKD","LU1974910355.USD","BK4532","LU2023250504.SGD","BK4575","LU2106854487.HKD","BK4554","BK4581","BK4573","BK4534","BK4588","IE00BVYPNQ40.USD","IE00BGHQDM52.EUR","LU1084165304.USD","LU0942090050.USD","IE00BVYPNP33.GBP","BK4604","BK4579","BK4515","BK4141","SG9999015945.SGD","LU0061475181.USD","BK4512","LU0081259029.USD","LU1917777945.USD","BK4527","BK4598","SG9999001424.SGD","LU2247934214.USD","BK4605","LU1046421795.USD","GB00BDT5M118.USD","UI","IE00BSNM7G36.USD","SG9999015978.USD","SG9999015952.SGD","LU0868494708.USD","BK4585","BK4612","SG9999015986.USD","LU1069344957.HKD","LU0079474960.USD","LU1823568750.SGD","LU0868494617.USD","QCOM","BK4020","LU1261432733.SGD","159813","LU1035775433.USD"],"gpt_icon":0},{"id":"2552945186","title":"美光科技7月17日成交额为39.09亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552945186","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552945186?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 11:57","pubTimestamp":1752811074,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，美光科技成交额为39.09亿美元，成交额较昨日增加9.77%，当日成交量为3470.24万股。美光科技于2025年7月17日跌2.72%，报113.26美元，该股过去5个交易日跌8.0%，年初至今涨34.87%，过去60日涨69.86%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-17|39.09亿|9.77%|3470.24万|#|2025-07-16|35.61亿|18.83%|3061.48万|#|2025-07-15|29.97亿|-21.49%|2495.89万|#|2025-07-14|38.17亿|95.07%|3211.77万|#|2025-07-11|19.56亿|3.43%|1582.06万|美光是全球最大的半导体公司之一，专注于内存和存储芯片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718115802a45279e9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:54","pubTimestamp":1752810874,"startTime":"0","endTime":"0","summary":"美东时间2025年7月17日，微软成交额为89.49亿美元，成交额较昨日增加16.96%，当日成交量为1750.31万股。微软于2025年7月17日涨1.2%，报511.7美元，该股过去5个交易日涨2.04%，年初至今涨21.86%，过去60日涨42.74%。|近5个交易日成交情况||||#|日期|成交额（美元）|成交额较昨日变化|成交量（股）|#|2025-07-17|89.49亿|16.96%|1750.31万|#|2025-07-16|76.51亿|1.31%|1515.44万|#|2025-07-15|75.53亿|24.60%|1492.72万|#|2025-07-14|60.62亿|-26.76%|1205.88万|#|2025-07-11|82.76亿|0.14%|1645.95万|（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718115441a452784b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:27","pubTimestamp":1752809230,"startTime":"0","endTime":"0","summary":"内地近期的需求有上升势头，但管理层认为这是短期现象，同时仍预计2025年整体非AI相关细分市场将出现温和复苏。台积电的业绩蒸蒸日上，但其上游供应商阿斯麦虽然也公布了一份表现尚可的第2季业绩，却遭到了投资者抛售。季度毛利率为53.7%，主要受到高端业务贡献增加的带动，以及关税影响低于预期。但是最大的问题或在于阿斯麦管理层所透露的不确定性。","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/1752804444544306247","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":["LU2089283258.USD","LU0878005551.USD","BK4550","LU2237443978.SGD","LU1282649067.USD","LU2063271972.USD","LU2087625088.SGD","LU2471134796.USD","03145","ASML","LU0316494557.USD","LU2237443622.USD","LU2271345857.HKD","LU2250418816.HKD","03165","LU0353189680.USD","LU0143863784.USD","LU0359202008.SGD","LU0124676726.USD","BK4527","SGXZ99366536.SGD","IE00BQXX3F31.USD","IE00BHPRN162.USD","BK4147","LU2458330243.SGD","LU0264606111.USD","LU0572940350.SGD","BK4548","LU1974910355.USD","LU0878004406.USD","IE0004086264.USD","LU2054465674.USD","SGXZ81514606.USD","IE00BD6J9T35.USD","LU0158827781.USD","LU2028103732.USD","LU2133065610.SGD","SG9999000418.SGD","LU1508157978.USD","TSM","LU0689626769.HKD","LU0823421416.USD","LU2125154778.USD","LU1852331112.SGD","LU1917777945.USD","BK4588","BK4554","LU0889565833.HKD","IE0004445239.USD","BK4591"],"gpt_icon":1},{"id":"2552607456","title":"瑞银料外卖战补贴8月见顶 阿里及京东估值具吸引力","url":"https://stock-news.laohu8.com/highlight/detail?id=2552607456","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552607456?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 10:54","pubTimestamp":1752807252,"startTime":"0","endTime":"0","summary":"瑞银发表报告指，食品外卖平台补贴大战预计8月见顶，随后可能转向即时电商领域。专家预计，到年底，美团目标保持60%的总商品成交市场份额，饿了么30%，京东10%。美团因较高估值及潜在盈利下调风险，对其看法谨慎。相比之下，阿里在具合理执行力的情况下，不同业务协同效应带来的价值释放潜力更大，且股价已回落至由DeepSeek兴起所带动的行情前水平，具备吸引力；至于京东核心业务2025年预期市盈率仅7倍，估值仍具竞争力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718105645a6b10a87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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