美股详情

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AI应用软件

1,579.57

+1.650.10%

涨家数：7

跌家数：31

平家数：- -

市盈率：- -

高：1,581.28

开：1,578.42

低：1,573.08

收：1,577.92

成交量：2.27亿

成交额：260.63亿

市值：2.28万亿

流通市值：2.02万亿

数据加载中...

Asana第二季度调整后每股收益0.06美元超预期0.05美元

SNOWFLAKE：收入增长提速构建AI时代底层基建

BUZZ-7.85 亿美元可转换债务出售后，Commvault 系统公司业绩上涨

美股周三早盘赛富时（SalesforceCRM）股价上涨0.9%此前该公司证实已将4000个客服岗位转为AI代理其首席执

分析师：鲍威尔使本周非农数据格外重要

增长乏力、股价暴跌！赛富时(CRM.US)的“钱景”在哪？

康沃系统定价7.85亿美元零息可转换债券，2030年到期

不同于PC&移动互联网的AI技术周期

Avex与Shopify合作推出"超越自建系统"：为受传统技术阻滞的企业商户提供重新平台化框架

Shopify Inc.盘中异动早盘股价大跌3.60%

Palantir Technologies Inc.盘中异动急速下跌3.50%

SAP拟投资超200亿欧元打造“主权云”，助力欧洲人工智能发展目标

环球市场播报

BUZZ-Commvault Systems 股价因 7.5 亿美元可转换债务销售计划而下跌

Digital Turbine Inc.8月29日与Blue Torch Finance签署融资协议 - SEC文件披露

移为通信：政策红利释放叠加市场需求爆发将为公司在两轮车领域的业务拓展带来显著利好

百果园集团盘中异动早盘大幅拉升5.59%

一个Bug改通宵！用AI写超50%代码，只有32%资深开发者敢这么干

韩国散户过去一周对Palantir净买入额最高

环球市场播报

策略周评：牛市二阶段：聚焦AI应用的赔率交易

东吴证券：算力行情仍未结束左侧积极布局AI+创新药等方向

智通财经网

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早盘股价大跌3.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2564380870","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564380870?lang=zh_cn&edition=fundamental","pubTime":"2025-09-02 21:32","pubTimestamp":1756819974,"startTime":"0","endTime":"0","summary":"北京时间2025年09月02日21时32分，Shopify Inc.股票出现异动，股价急速下挫3.60%。截至发稿，该股报136.20美元/股，成交量59.5538万股，换手率0.05%，振幅3.08%。Shopify Inc.股票所在的软件服务行业中，整体跌幅为1.71%。Shopify Inc.公司简介：Shopify主要为中小型企业提供电子商务平台。商户解决方案部门为平台提供附加产品，促进电子商务，包括Shopify Payments，Shopify Shipping和Shopify Capital。","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=nesSN20250902213254a70bb6d1&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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21:14","pubTimestamp":1756818840,"startTime":"0","endTime":"0","summary":"思爱普于周二宣布，未来十年将在欧洲投入超 200 亿欧元，用于提升其主权云服务能力。此举旨在确保客户数据存储于欧盟境内，以遵守《通用数据保护条例》等地区性数据保护法规。目前，全球各国正日益重视将训练和运行高性能人工智能系统所需的计算基础设施 “本土化”，SAP 的这一投资恰顺应了这一趋势。　　他还指出，公司在欧洲主权云服务能力方面超 200 亿欧元的投资，不会改变其明年的资本支出计划，且该投资已纳入其财务规划之中。","market":"hk","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/2025-09-02/doc-infpcize5277023.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SAP","MEURmain","EUO","EURmain","FXE","BK4588","BK4023","BK4613","BK4528","161631","BK4585"],"gpt_icon":0},{"id":"2564273804","title":"BUZZ-Commvault Systems 股价因 7.5 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美元。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。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:20250902:nL4T3UP0WB:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4097","IE00BLDYK493.USD","BK4613","LU0274383776.USD","LU0054578231.USD","CVLT","LU2065169927.USD","LU2065731478.USD","LU2065170008.USD","IE00B64QTZ34.USD","LU2065171311.SGD","LU2065171402.SGD","BK4532","LU0963586101.USD"],"gpt_icon":0},{"id":"1130914187","title":"Digital Turbine Inc.8月29日与Blue Torch Finance签署融资协议 - SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1130914187","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130914187?lang=zh_cn&edition=fundamental","pubTime":"2025-09-02 18:14","pubTimestamp":1756808070,"startTime":"0","endTime":"0","summary":"根据SEC文件披露，Digital Turbine Inc.于8月29日宣布，公司及其子公司已与Blue Torch Finance签署融资协议。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BK4588","BK4023","BK4585","APPS","BK4613"],"gpt_icon":0},{"id":"2564051827","title":"移为通信：政策红利释放叠加市场需求爆发 将为公司在两轮车领域的业务拓展带来显著利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2564051827","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564051827?lang=zh_cn&edition=fundamental","pubTime":"2025-09-02 12:11","pubTimestamp":1756786286,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["BK4023","BK0067","BK4613","BK4585","300590","BK4588","BK0132","IOT","BK0214"],"gpt_icon":0},{"id":"2564480875","title":"百果园集团盘中异动 早盘大幅拉升5.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2564480875","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564480875?lang=zh_cn&edition=fundamental","pubTime":"2025-09-02 09:30","pubTimestamp":1756776605,"startTime":"0","endTime":"0","summary":"2025年09月02日早盘09时30分，百果园集团股票出现波动，股价大幅上涨5.59%。百果园集团股票所在的包装食品行业中，整体涨幅为0.05%。其相关个股中，周黑鸭、中国旺旺、五谷磨房涨幅较大，振幅较大的相关个股有卫龙美味、环球友饮智能、COOL LINK，振幅分别为0.00%、0.00%、0.00%。百果园集团公司简介：深圳市百果园实业发展有限公司是一家主要从事水果零售的中国公司。","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=nesSN20250902093005a4ae6fcf&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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16:08","pubTimestamp":1756627689,"startTime":"0","endTime":"0","summary":"观点6-8月市场主线围绕人工智能展开，目前行情主要集中于上游基础设施类硬件，其中景气确定性最高的海外链光模块、PCB等在6月率先启动，8月中旬以寒武纪为核心的国产算力正式开始补涨。一方面，AI应用领域增长斜率尚未放缓，Token用量及AI软件用户数仍在加速增长。另一方面，目前国内尚未出现AI应用爆款与清晰高效的商业兑现模式，市场对于AI应用端的理解并不充分。","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=nesSN2025083116082095097b5a&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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13:30","pubTimestamp":1756618227,"startTime":"0","endTime":"0","summary":"故建议依据中期产业逻辑确定性，将下游应用端的AI+创新药、AI+军工、AIGC、端侧AI、人形机器人及智驾等方向视为一种“看涨期权”，左侧进行积极布局。一方面，AI应用领域增长斜率尚未放缓，Token用量及AI软件用户数仍在加速增长。另一方面，目前国内尚未出现AI应用爆款与清晰高效的商业兑现模式，市场对于AI应用端的理解并不充分。","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=nesSN2025083113452695094903&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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