美股详情

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ESG概念

2,821.62

+97.023.56%

涨家数：23

跌家数：19

平家数：1

市盈率：- -

高：2,872.34

开：2,757.97

低：2,757.97

收：2,724.68

数据加载中...

微软准备托管马斯克旗下的Grok AI模型

金佰利将投资 20 亿美元扩大美国生产规模

BUZZ--美国股票走势-麦当劳、Olo、礼来公司

Irobot Corporation盘中异动股价大涨5.31%

新闻发言人-嘉信理财首席执行官称投资者在四月动荡后正在减少风险

美股异动 | 英伟达涨幅扩大至5%，传美国拟放宽对其向阿联酋出口芯片限制

老虎资讯综合

BUZZ-IDEXX 实验室上调财年利润预期，创近七个月新高

康明斯涨2.28% 股价突破300美元大关

BUZZ-WW Grainger 因第一季度利润增长而创下三个月新高

固安捷盘中异动早盘股价大涨5.55%

铿腾电子涨0.78% 股价突破300美元大关

广达服务涨11.27% 股价突破300美元大关

爱德士盘中异动急速上涨7.72%报466.03美元

人工智能热潮催热数据中心租赁需求，铁山公司上调业绩预期

WW Grainger 第一季度业绩因网上销售强劲而实现增长

IDEXX 实验室上调年度利润预期，因其宠物诊断产品需求强劲

摩根士丹利：将微软(MSFT.O)目标股价由472美元上调至482美元。

广达季度利润超预期，上调年度利润预期

盘前异动｜科技巨头走高！微软涨超7%，Meta涨超6%，英伟达、亚马逊涨超3%

老虎资讯综合

微软电话会：AI需求超预期6月后产能或受限，本季度Azure超预期主要来自非AI服务

华尔街见闻

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实验室上调财年利润预期，创近七个月新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2532005900","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532005900?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 22:13","pubTimestamp":1746108789,"startTime":"0","endTime":"0","summary":"5月1日 -  ** 动物诊断产品制造商 IDEXX Laboratories IDXX.O股价上涨 11.4%，至 481.93 美元的近七个月高点。** 调整后，本季度 IDEXX 每股利润为 2.96 美元，高于预期的 2.85 美元。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20250501:nL4S3R91HY: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":["LU1291159041.SGD","LU1989771016.USD","LU2404859667.USD","BK4567","LU0170899867.USD","GB00B4QBRK32.GBP","GB00B4LPDJ14.GBP","IDXX","BK4082","BK4588","LU1941712348.USD","LU0690374961.EUR","LU1941712264.USD","LU2404859741.USD","BK4504","BK4585","LU0690374615.EUR"],"gpt_icon":0},{"id":"2532001154","title":"康明斯涨2.28% 股价突破300美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2532001154","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532001154?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 22:06","pubTimestamp":1746108413,"startTime":"0","endTime":"0","summary":"北京时间2025年05月01日22时06分，康明斯股票出现异动，股价快速上涨2.28%。截至发稿，该股报300.54美元/股，成交量5.3384万股，换手率0.04%，振幅1.60%。康明斯股票所在的商业设备服务行业中，整体涨幅为1.40%。康明斯在与其主要客户重型卡车制造商的竞争中处于独特的地位，这些制造商生产并积极销售自己的发动机。尽管各细分市场竞争激烈，而且政府对碳排放的监管不断加强，康明斯仍保持了行业的领导地位。","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=nesSN20250501220653974c9b9a&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250501220653974c9b9a&s=b","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":"tencent","symbols":["BK4588","BK4585","BK4533","LU0203345920.USD","LU0154245673.USD","BK4149","BK4567","CMI","LU0154245756.USD","LU0203347892.USD"],"gpt_icon":0},{"id":"2532200331","title":"BUZZ-WW Grainger 因第一季度利润增长而创下三个月新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2532200331","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532200331?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 21:54","pubTimestamp":1746107641,"startTime":"0","endTime":"0","summary":"BUZZ-WW Grainger 因第一季度利润增长而创下三个月新高5月1日 - ** 工业工具制造商WW Grainger GWW.N股价上涨超过5%，至每股1,080.07美元，为1月30日以来最高价 ** GWW创下自4月9日以来最大盘中涨幅** GWW 发布  第一季度每股收益为 9.86 美元，高于分析师预计的 9.49 美元。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20250501:nL4S3R91GF: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":["BK4567","BK4588","BK4585","BK4104","GWW","IE00B19Z9505.USD","BK4597"],"gpt_icon":0},{"id":"2532100827","title":"固安捷盘中异动 早盘股价大涨5.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2532100827","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532100827?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 21:36","pubTimestamp":1746106588,"startTime":"0","endTime":"0","summary":"北京时间2025年05月01日21时36分，固安捷股票出现异动，股价大幅拉升5.55%。截至发稿，该股报1081.20美元/股，成交量1.1771万股，换手率0.02%，振幅3.25%。固安捷股票所在的工程机械行业中，整体涨幅为1.62%。其相关个股中，固安捷、山友国际、Dnow Inc.涨幅较大，西科国际、山友国际、应用工业技术较为活跃，换手率分别为0.13%、0.09%、0.08%，振幅较大的相关个股有西科国际、应用工业技术、Distribution Solutions Group, Inc.，振幅分别为6.06%、5.89%、4.11%。","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=nesSN20250501213629a46ef334&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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21:32","pubTimestamp":1746106357,"startTime":"0","endTime":"0","summary":"北京时间2025年05月01日21时32分，铿腾电子股票出现异动，股价大幅上涨0.78%。截至发稿，该股报300.07美元/股，成交量4.0962万股，换手率0.01%，振幅0.98%。铿腾电子股票所在的软件服务行业中，整体涨幅为4.69%。楷登提供一系列设计 IP 以及系统设计和分析产品，从而实现系统级分析和验证解决方案。该信息摘要如下：4月29日，铿腾电子公布一季度营收达12.4亿美元，与分析师预期一致。","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=nesSN20250501213237a46ef240&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250501213237a46ef240&s=b","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":"tencent","symbols":["LU2506952410.USD","IE0009356076.USD","LU0323240290.USD","LU1721428347.USD","LU0094547139.USD","CDNS","LU0124384867.USD","LU2506952337.HKD","LU2125909593.SGD","LU2250418816.HKD","LU2764263039.SGD","LU0353189763.USD","LU2764263203.CNY","LU0728928796.USD","IE00BD6J9T35.USD","LU1323610961.USD","LU2355687059.USD","IE00B5949003.HKD","LU1861214812.USD","BK4585","BK4567","LU0353189680.USD","LU2764262908.HKD","LU0354030511.USD","LU0724618433.USD","LU2087625088.SGD","LU2433249047.HKD","LU0107464264.USD","IE00BN0W2W23.USD","LU2720916845.USD","LU0354030438.USD","IE00BN0W2T93.GBP","LU0323239441.USD","LU0097036916.USD","LU0056508442.USD","LU2360106780.USD","LU1861219969.SGD","LU2298322129.HKD","LU1978683503.SGD","LU2063271972.USD","LU2125909247.SGD","LU1951198990.SGD","LU1923622614.USD","LU2360107325.USD","BK4588","IE00BN0W2V16.EUR","LU0170899867.USD","LU2477742899.HKD","LU1923623000.USD","LU1951200564.SGD"],"gpt_icon":0},{"id":"2532070158","title":"广达服务涨11.27% 股价突破300美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2532070158","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532070158?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 21:32","pubTimestamp":1746106326,"startTime":"0","endTime":"0","summary":"北京时间2025年05月01日21时32分，广达服务股票出现异动，股价急速拉升11.27%。截至发稿，该股报325.67美元/股，成交量3.4458万股，换手率0.02%，振幅3.38%。广达服务股票所在的建筑工程行业中，整体涨幅为2.84%。其相关个股中，Myr Group, Inc.、广达服务、Primoris Services Corporation涨幅较大，宏利营造、Argan, Inc.、Skyline Builders Group Holding Limited较为活跃，换手率分别为0.25%、0.09%、0.07%，振幅较大的相关个股有花岗岩建筑、广达服务、Fbs Global Limited，振幅分别为6.45%、3.38%、2.68%。","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=nesSN20250501213206a46ef210&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250501213206a46ef210&s=b","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":"tencent","symbols":["LU2265009873.SGD","LU2106854487.HKD","LU1261432733.SGD","PWR","BK4585","LU2023250504.SGD","BK4567","BK4129","LU2023250843.SGD","LU1804176565.USD","LU1974910355.USD","BK4588","LU1917777945.USD","LU1093756325.SGD","LU1093756168.USD"],"gpt_icon":1},{"id":"2532053610","title":"爱德士盘中异动 急速上涨7.72%报466.03美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2532053610","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532053610?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 21:31","pubTimestamp":1746106305,"startTime":"0","endTime":"0","summary":"北京时间2025年05月01日21时31分，爱德士股票出现异动，股价急速上涨7.72%。截至发稿，该股报466.03美元/股，成交量2.1188万股，换手率0.03%，振幅1.81%。爱德士股票所在的生命科学行业中，整体涨幅为0.26%。其相关个股中，Sotera Health Company、爱德士、Genedx Holdings Corp C/Wts 22/07/2026 涨幅较大，Endra Life Sciences Inc.、Applied Dna Sciences, Inc.、Mainz Biomed N.V.较为活跃，换手率分别为3.81%、1.37%、0.82%，振幅较大的相关个股有Guardant Health, Inc.、Endra Life Sciences Inc.、Genedx Holdings Corp.，振幅分别为9.01%、8.32%、7.78%。爱德士实验室有限公司近35%的收入来自美国以外地区。","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=nesSN20250501213145a6d01167&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250501213145a6d01167&s=b","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":"tencent","symbols":["BK4588","BK4585","GB00B4LPDJ14.GBP","BK4082","IDXX","LU0690374615.EUR","LU2404859667.USD","LU1941712348.USD","GB00B4QBRK32.GBP","LU2404859741.USD","LU0690374961.EUR","LU1291159041.SGD","BK4567","BK4504","LU1989771016.USD","LU0170899867.USD","LU1941712264.USD"],"gpt_icon":0},{"id":"2532507729","title":"人工智能热潮催热数据中心租赁需求，铁山公司上调业绩预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2532507729","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532507729?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 21:15","pubTimestamp":1746105336,"startTime":"0","endTime":"0","summary":"房地产投资信托公司 铁山IRM.N周四上调了年度 盈利预期 ，押注于希望采用人工智能技术的企业对其数据中心租赁需求的激增。竞争对手、最大的数据中心房地产投资信托公司之一 Equinix EQIX.O也在本周早些时候上调了年度收入预期 。根据 LSEG 编制的数据，总部位于马萨诸塞州波士顿的铁山公司 预计全年 营收将在  67.4 亿美元至 68.9 亿美元之间， 高于 分析师平均预期的 67.1 亿美元。在截至 3 月 31 日的这一季度，该公司公布的收入为 16 亿美元，略高于预期。","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:20250501:nL4T3R9149:1","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":["LU0444971666.USD","LU0661504455.SGD","LU0965509101.SGD","LU1037948897.HKD","LU1803068979.SGD","LU2108987350.USD","BK4585","LU1037948541.HKD","LU2286300806.USD","LU1935043536.SGD","LU2054465674.USD","LU0070302665.USD","LU1201861249.SGD","LU1934455194.USD","BK4608","BK4534","LU0957808578.USD","LU1934455277.USD","BK4567","BK4554","LU1935043023.USD","AKAM","LU1852331112.SGD","LU0081259029.USD","LU2360106780.USD","BK4566","LU0444973449.USD","EQIX","LU0082616367.USD","LU0130102774.USD","LU0719512351.SGD","LU0256863811.USD","LU1934455863.HKD","LU1989764748.USD","IE0004445239.USD","LU0980610538.SGD","LU0861579265.USD","BK4533","IE00B7SZLL34.SGD","ORCL","BK4538","BK4588","IE00BMPRXN33.USD","IRM","LU2250418816.HKD","LU2326559502.SGD","IE00BMPRXR70.SGD","LU1935042488.USD","LU0738911758.USD","LU1989764664.SGD"],"gpt_icon":0},{"id":"2532077647","title":"WW Grainger 第一季度业绩因网上销售强劲而实现增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2532077647","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532077647?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 21:08","pubTimestamp":1746104886,"startTime":"0","endTime":"0","summary":"WW Grainger 第一季度业绩因网上销售强劲而实现增长路透5月1日 - WW Grainger GWW.N周四公布的第一季度利润超过了华尔街的预期，主要得益于其维护和维修工具的强劲在线需求。该公司重申了全年业绩预期，股价在盘前交易中上涨 2.5% 至 1,050 美元。WW Grainger的在线 \"Endless Assortment \"部门第一季度收入增长了10%，而其High-Touch Solutions部门的日销售额增长了1.9%。WW Grainger 公布的净销售额为 43.1 亿美元，预期为 43.2 亿美元。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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:20250501:nL4S3R913C: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":["BK4597","BK4588","GWW","BK4104","BK4567","BK4585","IE00B19Z9505.USD"],"gpt_icon":0},{"id":"2532714380","title":"IDEXX 实验室上调年度利润预期，因其宠物诊断产品需求强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2532714380","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532714380?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 20:18","pubTimestamp":1746101902,"startTime":"0","endTime":"0","summary":"IDEXX 实验室上调年度利润预期，因其宠物诊断产品需求强劲路透5月1日 - 动物诊断产品生产商爱德士实验室公司周四上调了全年利润预期，此前该公司的季度利润超过了华尔街的预期，原因是该公司受益于客户维系以及对其测试和设备的需求增加。IDEXX 提供血液和尿液分析仪等诊断设备以及成像系统，帮助兽医诊断和治疗动物。IDEXX 现在预计年度利润在每股 11.93 美元至 12.43 美元之间，而之前的预期为每股 11.74 美元至 12.24 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19:29","pubTimestamp":1746098955,"startTime":"0","endTime":"0","summary":"广达季度利润超预期，上调年度利润预期路透5月1日 - 能源承包商广达服务PWR.N周四公布的第一季度利润超过预期，并上调了全年业绩预期，主要得益于对其基础设施服务的需求持续强劲。该公司目前预计，2025 年调整后的每股利润将在 10.05 美元至 10.65 美元之间，而之前的预测为 9.90 美元至 10.50 美元。广达公布的季度调整后利润为每股 1.78 美元，而根据 LSEG 的数据，分析师的预期为 1.67 美元。截至 3 月 31 日的季度营收为 62.3 亿美元，高于分析师平均预期的 58.6 亿美元。","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:20250501:nL4S3R90UD: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":["LU1804176565.USD","BK4129","LU1261432733.SGD","LU2023250504.SGD","BK4567","BK4585","LU2023250843.SGD","LU2106854487.HKD","LU2265009873.SGD","LU1917777945.USD","LU1974910355.USD","LU1093756325.SGD","LU1093756168.USD","BK4588","PWR"],"gpt_icon":0},{"id":"1140629862","title":"盘前异动｜科技巨头走高！微软涨超7%，Meta涨超6%，英伟达、亚马逊涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140629862","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140629862?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 16:04","pubTimestamp":1746086677,"startTime":"0","endTime":"0","summary":"5月1日，美股三大股指期货上涨，截止发稿，道指期货涨0.50%，纳指期货涨1.54%，标普500指数期货涨1.05%。微软盘前涨超7%，云部门助力公司营收、利润超预期，资本支出低于上季；Meta盘前涨超6%！","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":"","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":["IE00B3SWFQ91.USD","IE00BGHQF631.EUR","IE00BJTD4N35.SGD","IE00B42XCP33.USD","BK4566","MSFT","BK4567","NVDA","LU0154236417.USD","XPEV","BK4534","IE00B7KXQ091.USD","BK4598","META","BK4533","NIO","AVGO","BK4532","IE0004445239.USD","IE00B3PB1722.GBP","LU0157215616.USD","LU0061475181.USD","IE00BFSS7M15.SGD"],"gpt_icon":1},{"id":"2532404481","title":"微软电话会：AI需求超预期6月后产能或受限，本季度Azure超预期主要来自非AI服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2532404481","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2532404481?lang=zh_cn&edition=fundamental","pubTime":"2025-05-01 14:24","pubTimestamp":1746080653,"startTime":"0","endTime":"0","summary":"微软表示，本季度Azure超预期主要来自非AI服务，AI部分的超额贡献源于提前交付了部分GPU产能；AI需求超预期或致6月后产能紧张，今年仍将继续投入800亿美元用于数据中心建设；历史经验表明，经济压力期恰是云计算渗透率加速期。","market":"fut","thumbnail":"https://static.tigerbbs.com/7b22fa123517cb6d48b94210e6c127e1","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7b22fa123517cb6d48b94210e6c127e1"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3746344","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3746344","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0005OL40V9.USD","LU0323591593.USD","LU1804176565.USD","LU1153585028.USD","BK4503","LU0057025933.USD","LU1145028129.USD","LU0994945656.USD","LU0757359954.USD","BK4567","IE00BWXC8680.SGD","IE00BJLML261.HKD","LU1037948897.HKD","LU2471134523.USD","LU1035775433.USD","LU1868837300.USD","LU0053666078.USD","LU2275660780.HKD","LU0109391861.USD","LU0096364046.USD","LU0187121727.USD","LU2360108059.USD","LU2279689827.SGD","LU2357305700.SGD","04338","LU2237443895.HKD","LU0943347566.SGD","LU2168563687.JPY","LU0072461881.USD","LU1032466523.USD","LU1235294995.USD","LU2168564222.USD","SGXZ31699556.SGD","BK4097","LU0048584097.USD","BK4554","LU0094547139.USD","MSFT","LU1564329032.USD","SG9999014906.USD","LU2430703095.HKD","LU0320765059.SGD","BK4566","BK4612","LU0823421333.USD","LU0661504455.SGD","LU1935042991.SGD","LU2360106780.USD","LU1697837992.HKD","LU1691799644.USD","BK4581"],"gpt_icon":0}],"pageSize":20,"totalPage":16,"pageCount":1,"totalSize":315,"code":"91000000","status":"200"}]}}