美股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

Alger Mid Cap 40 ETF

22.95

-0.4300-1.84%

盘后：22.950.00000.00%16:10 EDT

成交量：7,381

成交额：16.92万

市值：1.50亿

市盈率：- -

高：23.07

开：23.07

低：22.82

收：23.38

52周最高：24.82

52周最低：18.46

股本：652.50万

流通股本：652.50万

量比：0.78

换手率：0.11%

股息：0.04

股息率：0.18%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

港股异动 | 中际旭创(03308)绩后跌超11% 二季度纯利环比增长38% 资本开支高增或延续至明年

万亿市值中际旭创深夜再公告：明年订单需求相较今年仍保持快速增长预计到明年资本开支都较大

中际旭创回应二季度资本开支增长原因：多处厂房在扩建

摩根士丹利：全球云资本开支2027年或增长38% AI基础设施投资持续升温

HTX Research 最新研报解读美股 AI 资产：技术仍处早期，资本开支与估值已进入周期后段

三大运营商上半年通信业务承压资本开支向算力倾斜

经济参考报

三大运营商谋篇“词元经济”

AI 投资热潮：史上规模最大的资本开支拉动 GDP 增长

阿里AI云暴涨45%，资本开支激增75%豪赌未来

凤凰网港股

阿里Q2营收同比增9%略超预期，AI基础设施投入推高资本开支，自由现金流净流出扩大至447亿元｜财报见闻

华尔街见闻

中银国际：国内CSP资本开支加速+大模型涨价国产算力景气再获验证

由于投资者在美联储7月会议纪要公布前保持谨慎，美元走低。近期美国就业市场数据疲软、通胀数据表现温和，市场已下调对美联储加

ZFX山海证券:页岩企业收紧资本开支

AI暗雷！美科技巨头表外负债膨胀至3万亿美元，约为年资本开支的5倍

华尔街见闻

a16z 拆解 AI 算力：收入翻倍、股价承压、资本开支惊人

高盛警示：退税红利消退，美国消费支出或将降温

环球市场播报

华西证券：海外云厂商持续提升Capex指引市场重点关注资本开支节奏与回报路径

日本Q2 GDP年化增速1.1%，大幅低于预期2%，中东冲突拖累资本开支

华尔街见闻

基金经理复盘腾讯财报：短期资本开支承压，AI布局蓄力长期价值

企业深化产业布局算力网有望拉动4万亿元投资

经济参考报

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/stock/FRTY/news"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"FRTY","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FRTY\",,,,,undefined,":{"symbol":"FRTY","market":"US","secType":"STK","nameCN":"Alger Mid Cap 40 ETF","latestPrice":22.95,"timestamp":1787601600000,"preClose":23.38,"halted":0,"volume":7381,"hourTrading":{"tag":"盘后","latestPrice":22.95,"preClose":22.95,"latestTime":"16:10 EDT","volume":7,"amount":160.65,"timestamp":1787602205245,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":-0.018391787852865688,"floatShares":6525000,"shares":6525000,"eps":0,"marketStatus":"盘后交易","change":-0.43,"latestTime":"08-24 19:55:50 EDT","open":23.07,"high":23.07,"low":22.8207,"amount":169171,"amplitude":0.010663,"askPrice":27.13,"askSize":100,"bidPrice":16.42,"bidSize":100,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":3,"nextMarketStatus":{"tag":"收盘","tradingStatus":0,"beginTime":1787616000000},"marketStatusCode":4,"adr":0,"exchange":"ARCA","adjPreClose":23.38,"sharesOutstanding":6662500,"nav":23.033004,"aum":150290351.1,"dividendRate":0.001817,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":22.95,"preClose":22.95,"latestTime":"16:10 EDT","volume":7,"amount":160.65,"timestamp":1787602205245,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.783113},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FRTY\",,,,,undefined,":{"symbol":"FRTY","floatShares":6525000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.783113,"shares":6525000,"dividePrice":0.0417,"high":23.07,"amplitude":0.010663,"preClose":23.38,"low":22.8207,"week52Low":18.46,"pbRate":"--","week52High":24.8174,"institutionHeld":0,"latestPrice":22.95,"eps":0,"divideRate":0.001817,"volume":7381,"delay":0,"ttmEps":0,"open":23.07,"prevYearClose":21.054,"prevWeekClose":23.38,"prevMonthClose":22.2068,"prevQuarterClose":24.8174,"fiveDayClose":23.7719,"twentyDayClose":22.0309,"sixtyDayClose":23.2598},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/FRTY\",params:#limit:5,,,undefined,":[{"date":"2025-12-18","symbol":"FRTY","amount":0.04095,"announcedDate":"2025-12-17","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-18","defaultRemindTime":1766068200000,"name":"Alger Mid Cap 40 ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-31","payableDate":"2025-12-18","currency":"USD","dateTimestamp":1766034000000,"payDate":"2025-12-31"},{"date":"2024-12-18","symbol":"FRTY","amount":0.01882,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-18","defaultRemindTime":1734532200000,"name":"Alger Mid Cap 40 ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2024-12-31","payableDate":"2024-12-18","currency":"USD","dateTimestamp":1734498000000,"payDate":"2024-12-31"},{"market":"US","date":"2021-12-16","symbol":"FRTY","amount":1.0687,"defaultRemindTime":1639665000000,"name":"Alger Mid Cap 40 ETF","recordDate":"2021-12-31","payableDate":"2021-12-17","currency":"USD","type":"dividend","dateTimestamp":1639630800000}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"FRTY\",market:\"US\",,,undefined,":[{"executeDate":"2021-12-16","recordDate":"2021-12-17","paymentDate":"2021-12-31","value":1.0687,"currency":"USD"},{"executeDate":"2024-12-18","recordDate":"2024-12-18","paymentDate":"2024-12-31","value":0.01882,"currency":"USD"},{"executeDate":"2025-12-18","recordDate":"2025-12-18","paymentDate":"2025-12-31","value":0.04095,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"FRTY\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"FRTY\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2661024722","title":"港股异动 | 中际旭创(03308)绩后跌超11% 二季度纯利环比增长38% 资本开支高增或延续至明年","url":"https://stock-news.laohu8.com/highlight/detail?id=2661024722","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661024722?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 11:19","pubTimestamp":1787541590,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中际旭创AH绩后齐跌，截至发稿，A股跌超7%，H股跌11.05%，报1014港元，成交额8.31亿港元。消息面上，中际旭创发布业绩，上半年实现营业收入417.78亿元，同比增长182.49%；归属于上市公司股东净利润136.51亿元，同比增长241.7%。据悉，今年第一季度，公司净利润57.35亿元，据此计算，第二季度净利润79.16亿元，环比增长38%。","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/1484025.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["FIDU","LU2476274308.USD","BK1149","LU1997244956.HKD","LU0417516738.SGD","TRUI","LU0348825331.USD","BK4585","SG9999011746.SGD","LU0708995583.HKD","LU1997245094.SGD","IYJ","LU0082770016.SGD","PJFM","VIS","XLIX","03308","HK0000306701.USD","BK0167","LU0456827905.SGD","REGS","UXI","LU1979443071.USD","LU2008162690.USD","MADE","LU1961090484.USD","LU2778985437.USD","VXUS","LU0417516902.SGD","LU1934453819.USD","LU2148510915.USD","XLII","IE0034224299.USD","LU1820825898.SGD","LU1997245177.USD","DVIN","LU0051755006.USD","LU0164939612.USD","LU2495084118.USD","IE0032431581.USD","LU2213484517.USD","PSCI","KCAI","91530","LU1023057109.AUD","LU2177674079.SGD","300308","FRTY","LU2399975544.HKD","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661417272","title":"万亿市值中际旭创深夜再公告：明年订单需求相较今年仍保持快速增长 预计到明年资本开支都较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2661417272","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661417272?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 08:45","pubTimestamp":1787532300,"startTime":"0","endTime":"0","summary":"光模块龙头中际旭创（300308）再度深夜发布公告称，目前主要客户已给出2027年的指引和订单，2027年1.6T和800G的订单需求相较2026年仍保持快速增长。8月23日深夜，中际旭创发布投资者关系活动记录表显示，其在8月23日20时至21时召开了电话会议，副总裁、财务总监王晓丽和副总裁、董事会秘书王军出席了会议。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608243850485929.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608243850485929.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["FIDU","LU2476274308.USD","BK1149","LU1997244956.HKD","LU2580892789.USD","LU0210526637.USD","LU0417516738.SGD","TRUI","BK4585","SG9999011746.SGD","LU0561508036.HKD","LU0359201612.USD","LU1770034418.SGD","SGXZ49509284.SGD","IYJ","LU0082770016.SGD","PJFM","VIS","XLIX","03308","BK1249","LU1580142542.USD","BK1122","HK0000320223.HKD","LU1064131003.USD","BK0167","LU1255011170.USD","REGS","UXI","LU1979443071.USD","MADE","LU2289578879.USD","LU0231483743.USD","LU0417516902.SGD","LU1934453819.USD","LU2148510915.USD","LU2580892862.HKD","XLII","DVIN","LU0051755006.USD","LU0359201885.HKD","IE0032431581.USD","LU1808992512.USD","PSCI","BK0070","91530","300308","FRTY","LU1719994722.HKD","LU0348827113.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661241637","title":"中际旭创回应二季度资本开支增长原因：多处厂房在扩建","url":"https://stock-news.laohu8.com/highlight/detail?id=2661241637","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661241637?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 08:13","pubTimestamp":1787530426,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["XLII","PSCI","MADE","DVIN","REGS","FIDU","PJFM","BK4585","IYJ","TRUI","UXI","BK4588","XLIX","VIS","FRTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661626132","title":"摩根士丹利：全球云资本开支2027年或增长38% AI基础设施投资持续升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2661626132","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661626132?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 17:56","pubTimestamp":1787306200,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["LU0912757837.SGD","LU2089283258.USD","XLIX","DVIN","LU2357305700.SGD","LU0320765646.SGD","LU1244550494.USD","LU2111349929.HKD","PJFM","VIS","LU1548497426.USD","LU1162221912.USD","MS","LU2347655156.SGD","LU0795875086.SGD","LU1732800096.USD","LU1989772923.USD","FCLD","LU0234570918.USD","FIDU","IYJ","BK4534","IE00B3S45H60.SGD","KBWB","LU0210528500.USD","LU0390134368.USD","LU0971096721.USD","LU2133065610.SGD","LU0314104364.USD","REGS","LU1791710400.SGD","LU1720051108.HKD","LU0106831901.USD","LU0795875169.SGD","MADE","TRUI","BK4127","LU1074936037.SGD","LU0267386448.USD","LU0882574139.USD","IAI","FRTY","AIPO","LU1988902786.USD","PSCI","LU1363072403.SGD","UXI","XLII","IE00BKVL7J92.USD","BK4516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661250563","title":"HTX Research 最新研报解读美股 AI 资产：技术仍处早期，资本开支与估值已进入周期后段","url":"https://stock-news.laohu8.com/highlight/detail?id=2661250563","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661250563?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 14:42","pubTimestamp":1787294579,"startTime":"0","endTime":"0","summary":" HTX Research 最新研报解读美股 AI 资产 ","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://www.chaincatcher.com/article/2284380","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":null,"symbols":["XLIX","ARTY","XLII","PJFM","AIPO","IYJ","DVIN","UXI","AGIX","VIS","PSCI","BK4585","REGS","FRTY","CHAT","TRUI","MADE","QTOC","BK4588","FIDU","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661562231","title":"三大运营商上半年通信业务承压 资本开支向算力倾斜","url":"https://stock-news.laohu8.com/highlight/detail?id=2661562231","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661562231?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 02:20","pubTimestamp":1787250015,"startTime":"0","endTime":"0","summary":"8月20日，随着中国电信公布2026年中期业绩，中国移动、中国电信、中国联通三大运营商2026年“半年报”悉数出炉。整体来看，三大运营商传统通信业务承压，但同时算力网络、智算中心、云服务等新业务增速亮眼，资本开支结构正向算力基础设施倾斜。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213848247283.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608213848247283.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_eastmoney","symbols":["BK4585","REGS","XLII","MADE","FRTY","PJFM","PSCI","TRUI","UXI","VIS","FIDU","BK4588","IYJ","XLIX","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661236935","title":"三大运营商谋篇“词元经济”","url":"https://stock-news.laohu8.com/highlight/detail?id=2661236935","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661236935?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 00:05","pubTimestamp":1787241900,"startTime":"0","endTime":"0","summary":"8月20日盘后，中国电信股份有限公司（以下简称“中国电信”）发布2026年半年度报告。此前，中国移动有限公司（以下简称“中国移动”）、中国联合网络通信股份有限公司（以下简称“中国联通”）已相继披露了半年报。整体来看，受增值税政策调整、传统通信业务增速放缓等多重因素影响，三家运营商净利润均出现不同程度的下滑，而“词元经济”成为三家企业上半年布局共同的“新锚点”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213848237980.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608213848237980.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_eastmoney","symbols":["SG9999002463.SGD","HK0000352382.USD","LU1481107354.HKD","LU0039217434.USD","LU0149721374.USD","MADE","HK0000352291.HKD","BK1536","LU1064130708.USD","00941","XLIX","DVIN","BK1610","HK0000288784.HKD","HK0000500386.USD","IYJ","LU0531971595.HKD","UXI","FIDU","FRTY","LU1226288253.USD","LU1634259391.SGD","BK4588","LU1807302812.USD","BK1589","BK1152","LU0164865239.USD","PJFM","00762","HK0000252160.HKD","VIS","LU1152091168.USD","HK0000252152.HKD","LU0880133367.SGD","LU1634259557.SGD","LU1522347837.USD","HK0000288743.USD","LU0871576103.HKD","LU1951186391.HKD","80883","LU1226287875.USD","TRUI","BK4585","REGS","LU1064131003.USD","LU1497734951.SGD","00728","LU1960683339.HKD","XLII","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660289704","title":"AI 投资热潮：史上规模最大的资本开支拉动 GDP 增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2660289704","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660289704?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 19:45","pubTimestamp":1787226311,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["VIS","VTHR","BK4585","UXI","CHAT","AIPO","FRTY","REGS","PSCI","TRUI","BK4588","ARTY","IYJ","XLIX","MADE","XLII","PJFM","FIDU","AGIX","DVIN","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660289767","title":"阿里AI云暴涨45%，资本开支激增75%豪赌未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2660289767","media":"凤凰网港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660289767?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 19:32","pubTimestamp":1787225571,"startTime":"0","endTime":"0","summary":"本季度，阿里巴巴AI云与计算服务收入同比暴涨45%，达到484.4亿元。路透社指出，为了接住这波AI需求，阿里巴巴的资本支出在本季度同比激增75%，达到676.8亿元。676亿砸下去，市场还在等一个答案45%的AI云增速足够惊艳，但75%的资本支出增速同样令人心惊。当竞争对手同样在算力战场上疯狂烧钱，当企业客户对AI服务的付费意愿仍在培育期，阿里巴巴这676亿元的季度资本开支，既是对未来的信心投票，也是一场不容有失的豪赌。","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.ifeng.com/c/8vkQRe3QBYz","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0545039389.USD","FRTY","VTHR","LU0651947912.USD","PJFM","BBYY","LU0553294199.USD","AGIX","BABA","FIDU","BK4585","CLIX","09988","UXI","ARTY","BK4220","ONLN","XLIX","BABU","BK4505","LU0661504455.SGD","XLII","DVIN","LU1688375341.USD","BABW","KBAB","QTOC","LU0501845795.SGD","LU1051769294.HKD","BK4526","ALBmain","PSCI","AIPO","REGS","LU0880133367.SGD","BK4554","LU1152091168.USD","BK4587","LU1267930227.SGD","LU2226246903.HKD","TRUI","MADE","BK4588","BABO","BABX","DRAG","VIS","IYJ","CHAT","LU1105468828.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660228393","title":"阿里Q2营收同比增9%略超预期，AI基础设施投入推高资本开支，自由现金流净流出扩大至447亿元｜财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2660228393","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660228393?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 17:45","pubTimestamp":1787219124,"startTime":"0","endTime":"0","summary":"2027财年Q1（2026自然年Q2），阿里收入同比增长9%至2689.5亿元，但利润因AI投入和一次性费用大幅承压。阿里云外部商业化收入增长45%，AI相关收入连续12个季度三位数增长，盈利能力同步改善。即时零售成为电商增速引擎，但传统电商承压。单季资本开支高达676.78亿元，自由现金流明显转负，公司正以短期利润换取AI长期竞争力。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779898","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FIDU","PSCI","MADE","DSMC","FRTY","UXI","IYJ","ABOT","QFRD","FCLD","SPDV","TRUI","TPFC","DVIN","PJFM","QFHD","CAFG","ABFL","LCOW","SFLO","VIS","QQWZ","COWG","XLII","LGCF","SHRY","REGS","ABLS","XLIX","ALBmain","SYLD","VFLO","BABA","MCOW","AIPO","SCOW","LYLD","COWZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660445599","title":"中银国际：国内CSP资本开支加速+大模型涨价 国产算力景气再获验证","url":"https://stock-news.laohu8.com/highlight/detail?id=2660445599","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660445599?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 16:30","pubTimestamp":1787128229,"startTime":"0","endTime":"0","summary":"中银国际主要观点如下：国产CSP资本开支扩张趋势确立2026H1腾讯资本开支达到847.20亿元，同比大增82%，其中算力采购规模提升是腾讯资本开支的主要投向之一。腾讯作为国内CSP厂商中AI资本开支相对较小的企业，其资本开支规模的扩大进一步强化了国产CSP的扩张趋势，该行预计阿里、字节等CSP厂商今年或将进一步扩大资本开支规模。","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/1481917.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":["PJFM","FRTY","MADE","PSCI","UXI","BK4588","IYJ","REGS","VIS","EPAI","TRUI","XLIX","WISE","BK4585","DVIN","GPTZ","LRNZ","FIDU","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660410878","title":"由于投资者在美联储7月会议纪要公布前保持谨慎，美元走低。近期美国就业市场数据疲软、通胀数据表现温和，市场已下调对美联储加","url":"https://stock-news.laohu8.com/highlight/detail?id=2660410878","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660410878?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 14:44","pubTimestamp":1787121890,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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_zhitongcaijing","symbols":["SMIG","BLUX","BOND","FLQS","IEF","DANA","SCHZ","IMCG","APLU","FIXD","GARP","ISDB","FRTY","QSWN","FEM","SWAN","FSBD","TLT","MCDS","GOVT","VCIT","PBDC","DYHG","NUAG","SHV","SCHO","IEI","MDY","WEA","FIXP","IBDZ","SHY","JCPB","PFIX","HCRB","EVTR","UTWO","WAMA","EDV","BSV","SLWS","AUSF","BNDC","XBIL","USTB","BIL","GVI","UBND","FLOT","GOVM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660255461","title":"ZFX山海证券:页岩企业收紧资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2660255461","media":"市场资讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660255461?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 19:07","pubTimestamp":1787051220,"startTime":"0","endTime":"0","summary":"8月18日，高油价没有带来同步扩张。部分页岩油企业即使面对较高油价仍削减资本开支，扩产态度保持谨慎。首轮报价调整后，ZFX山海证券表示，消息先改变短期预期，趋势是否成立还要等待连续交易反馈。在ZFX山海证券看来，报价、成交与持仓若没有同步改善，就不宜从一次变化推演长期方向。下一阶段将检验新增信息的持续性。ZFX山海证券预计，回调承接、成交扩散和相关指标若能相互印证，现有线索才可能延伸，否则仍应中性跟踪。","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/money/future/roll/2026-08-18/doc-ininttrp7401943.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4585","PJFM","IYJ","TRUI","PSCI","XLII","FIDU","FRTY","BK4588","DVIN","161027","UXI","REGS","XLIX","VIS","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660452534","title":"AI暗雷！美科技巨头表外负债膨胀至3万亿美元，约为年资本开支的5倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2660452534","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660452534?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 14:15","pubTimestamp":1787033741,"startTime":"0","endTime":"0","summary":"其核心构成为1.2万亿“未开始租约”与1.9万亿“采购承诺”，均可合法绕开资产负债表。这一数字约为美科技巨头过去一年合计资本支出6000亿美元的5倍。这笔天价账单绝大多数不可撤销且远超当前资本支出，一旦AI营收不及预期，这颗隐性“暗雷”将重创巨头财务状况。","market":"other","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779679","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":["GOOG","BK4585","CHAT","PSCI","UXI","AGIX","XMAG","VIS","XLII","NVDA","IYJ","FRTY","MSFT","TRUI","MADE","XLIX","ARTY","AAPL","FIDU","AIPO","META","QTOC","REGS","VTHR","TSLA","PJFM","BK4588","DVIN"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2660459118","title":"a16z 拆解 AI 算力：收入翻倍、股价承压、资本开支惊人","url":"https://stock-news.laohu8.com/highlight/detail?id=2660459118","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660459118?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 11:26","pubTimestamp":1787023561,"startTime":"0","endTime":"0","summary":" a16z：新云公司收入增速超 AWS 起步阶段，但资本开支更惊人，AI 基础设施已证明增长能力，下一阶段胜负取决于能否把增长转化为可持续的现金流和回报。 ","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://www.chaincatcher.com/article/2283445","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":null,"symbols":["FRTY","BK4585","VIS","VTHR","PSCI","CHAT","DVIN","PJFM","TRUI","ARTY","IYJ","XLII","AIPO","REGS","QTOC","BK4588","FIDU","MADE","AGIX","UXI","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660435385","title":"高盛警示：退税红利消退，美国消费支出或将降温","url":"https://stock-news.laohu8.com/highlight/detail?id=2660435385","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660435385?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 22:28","pubTimestamp":1786976880,"startTime":"0","endTime":"0","summary":"尽管汽油与食品价格居高不下，美国消费者今年展现出极强的韧性。但高盛经济学家警告，这份韧性很快将迎来考验。高盛经济学家扬哈祖斯在最新研报中指出：面向消费者的企业二季度销售保持稳健增长。商品与服务消费双双拉动家庭开支，处方药、机动车、餐饮服务表现尤为突出。其中沃尔玛最为关键，市场重点关注其三季度业绩展望。","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://finance.sina.com.cn/stock/usstock/c/2026-08-17/doc-ininruym7757849.shtml","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":"sina","symbols":["IJH","DON","FFF","OEF","XSHQ","BRES","CZA","GRPM","MGMT","VUSE","TMFM","PJFM","EGLE","NYSX","APUE","AFGR","IWV","MID","AMID","VO","BUL","AVMC","AMZZ","CVSE","PCSG","PP","RAUS","SPXE","FRTY","XOEF","SMIZ","FEX","BRIF","VFLO","TPLC","FDGR","EXEQ","LGCF","AVLC","SRHQ","GSLC","VTHR","RXI","ITOT","QVMM","SPTM","ARWG","FEMD","KOCT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660100787","title":"华西证券：海外云厂商持续提升Capex指引 市场重点关注资本开支节奏与回报路径","url":"https://stock-news.laohu8.com/highlight/detail?id=2660100787","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660100787?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 15:16","pubTimestamp":1786950961,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华西证券发布研报称，国产算力与数据中心正处于“需求牵引+供给释放+技术追赶”的三重共振期。短期看头部方案商用进度与大厂/运营商订单落地，中长期看“AI基建为主、光网络升级为辅”的成长主线确定性高。同时智算中心由“通用IDC”升级为“高功率密度+液冷+绿电+模块化”的新基建形态。风险提示先进制程与HBM产能仍受限;存货与交付节奏匹配问题;电力供应与能耗约束;部分高估值标的波动加大;系统性风险。","market":"fut","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/1480678.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":["XLII","UXI","TRUI","XLIX","FRTY","DVIN","BK0276","002926","MADE","VIS","IYJ","BK4585","BK4588","REGS","FIDU","PJFM","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660710167","title":"日本Q2 GDP年化增速1.1%，大幅低于预期2%，中东冲突拖累资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2660710167","media":"华尔街见闻","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660710167?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 10:52","pubTimestamp":1786935151,"startTime":"0","endTime":"0","summary":"日本二季度GDP年化增速仅1.1%，远逊预期2%，资本开支意外环比下滑1.2%，私人消费原地踏步，内需全面哑火，美伊冲突引发的能源涨价与供应链中断成最大拖累。出口独撑局面，但在一定程度上得益于日元偏弱，经济降速令日本央行加息路径愈发两难。","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://wallstreetcn.com/articles/3779570","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PSCI","TRUI","FRTY","MADE","BK4588","XLIX","PJFM","REGS","XLII","DVIN","VIS","IYJ","FIDU","BK4585","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659118131","title":"基金经理复盘腾讯财报：短期资本开支承压，AI布局蓄力长期价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2659118131","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659118131?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 13:52","pubTimestamp":1786686720,"startTime":"0","endTime":"0","summary":"丰晨成指出，二季度腾讯收入和利润增速符合市场一致预期。主业方面体现出经营韧性，公司单独披露的剔除AI投入后的二季度经调整净利润同比增长19%，优于一季度增速17%。这也为腾讯AI基础设施投资提供盈利和下行保护。AI资本开支加速可能导致2026年下半年和2027年的市场每股收益预测进一步下调。“all in AI”蓄力长期价值混元3模型的发布使腾讯重回大模型的牌桌，并获得正面用户反馈，预计更大参数的混元4模型发布有望加速。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2026-08-14/doc-ininhhrn4167619.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":"sina","symbols":["REGS","PSCI","ARTY","IEMG","FIDU","TRUI","XLII","EDZ","MADE","FRTY","VIS","CHAT","PJFM","VTHR","UXI","AGIX","TCHmain","AIPO","00700","IYJ","XLIX","QTOC","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659816421","title":"企业深化产业布局 算力网有望拉动4万亿元投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2659816421","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659816421?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 03:51","pubTimestamp":1786650718,"startTime":"0","endTime":"0","summary":"眼下在算力领域，不少企业正在谋划一批投资数十亿元乃至上百亿元的大项目。此外，从近日上市公司披露的财报看，包括中国移动、联想集团、腾讯在内的多家企业算力投资、采购金额持续增长。据有关机构测算，“十五五”时期算力网建设将新增直接投资4万亿元。近日，在河南郑州，国家超算互联网核心节点正式上线运行。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608143840852064.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608143840852064.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_eastmoney","symbols":["IYJ","FIDU","XLII","AGIX","CHAT","UXI","PBOT","EPAI","TRUI","MADE","VIS","ARTY","BK4585","BK4588","AIBU","WPAI","REGS","DVIN","PSCI","PJFM","XLIX","QTOC","WISE","FRTY","AIFD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":6,"pageCount":1,"totalSize":117,"code":"91000000","status":"200"}]}}