美股详情

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Fidelity MSCI Industrials Index

93.15

+0.52140.56%

成交量：3.70万

成交额：344.23万

市值：22.92亿

市盈率：- -

高：93.15

开：92.49

低：92.49

收：92.63

52周最高：100.00

52周最低：78.27

股本：2,460.00万

流通股本：2,460.00万

量比：0.61

换手率：0.15%

股息：0.90

股息率：0.96%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻公告

7月份中国制造业采购经理指数为49.2% 制造业生产端韧性较好

第一太阳能维持全年资本开支预期在8亿-10亿美元不变，分析师预期8.758亿美元。

资本开支越大，领先窗口越短：大模型巨头陷入内卷困局

划重点KeyPoints

Bitget UEX 日报｜特朗普称美军将痛击伊朗；美联储按兵不动沃什重申2%目标；微软业绩超预期Meta资本开支大增 (2026年07月30日)

道指深夜狂泻1100点，费城半导体指数跌5.33%，微软"减负"盘后大涨，Meta"烧钱"遭抛售，资本开支成照妖镜

三星电子：受人工智能基础设施资本开支持续增加，以及智能体人工智能应用范围不断扩大推动，存储业务预计以服务器为核心的需求将

Meta第三财季营收展望逊于预期上调全年资本开支预估下限

Meta第三财季营收展望逊于预期上调全年资本开支预估下限

Meta第三财季营收展望逊于预期上调全年资本开支预估下限

环球市场播报

联电业绩亮眼且上调资本开支 AI订单从GPU外溢至成熟制程

半导体暴跌中的基本面反证! 联电业绩炸裂且上调资本开支，AI订单从GPU外溢至成熟制程

中信证券：AI驱动半导体产业资本开支上行，设备开启新一轮成长周期

中信证券：AI驱动半导体产业资本开支上行，设备开启新一轮成长周期

SK 海力士：2026 年资本开支预计处于 40 万亿韩元高位区间。

科磊第四财季营收36.6亿美元，分析师预期36亿美元。第四财季资本开支8930万美元，分析师预期9630万美元。预计第一

光伏逆变器供应商Enphase二季度营收2.919亿美元，分析师预期2.921亿美元。二季度资本开支1440万美元，分析

资产型运输与物流公司Charger Logistics将部署第二代无人驾驶卡车

环球市场播报

FPG财盛国际:油气行业资本开支趋于谨慎

中泰证券：自由现金流“耗竭”下的算力资本开支全球AI周期是否见顶？

中泰证券：自由现金流“耗竭”下的算力资本开支全球AI周期是否见顶？

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全球AI周期是否见顶？","url":"https://stock-news.laohu8.com/highlight/detail?id=2654029894","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654029894?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 07:22","pubTimestamp":1785194540,"startTime":"0","endTime":"0","summary":"就当前市场而言，“AI资本开支周期是否见顶”是市场博弈的核心。往后看，流动性风险已阶段性解除，长鑫科技上市前后市场有望迎来反弹。从产业趋势来看，当前AI产业趋势并未松动。空头逻辑看似两头堵：若巨头增加资本开支，则举债稀释股东权益;若减少开支，则意味着AI周期见顶。本轮下跌的本质是杠杆资金被动平仓带来的流动性风险，而非AI产业基本面发生逆转。向后看，下周伴随长鑫上市，市场或迎来新一轮上涨。","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/1472868.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":"stock_zhitongcaijing","symbols":["BK0276","LYLD","CAFG","PSCI","COWZ","CHAT","PJFM","VFLO","COWG","SYLD","BK4588","600918","FRTY","UXI","QQWZ","XLII","IYJ","REGS","VTHR","VIS","ABFL","ABLS","LCOW","SPDV","QFRD","FIDU","AIPO","SCOW","DVIN","AGIX","QTOC","MCOW","TPFC","SFLO","TRUI","DSMC","XLIX","QFHD","SHRY","BK4585","MADE","ARTY","ABOT","LGCF"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":6,"totalSize":186,"code":"91000000","status":"200"}]}}