美股详情

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Alger Mid Cap 40 ETF

22.32

+0.09000.40%

成交量：1.59万

成交额：35.28万

市值：1.46亿

市盈率：- -

高：22.40

开：22.35

低：22.00

收：22.23

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：0.62

换手率：0.24%

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

8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿

智通财经网

牛市行情扩散，背后核心诱因只有一个

环球市场播报

8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿

华尔街见闻

8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿

去杠杆冲击之下，算力核心逻辑变了吗？

华尔街见闻

美股这个财报季盈利增长“超预期”，科技巨头“资本开支与AI回报”双涨

华尔街见闻

美股科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？

华尔街见闻

科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？

智通财经网

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

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。

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06:33","pubTimestamp":1785796387,"startTime":"0","endTime":"0","summary":"经调整后，高盛估计2026年美国境内AI投资约为5810亿美元，全球总量则约为1.019万亿美元。","market":"sg","thumbnail":"https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475524.html","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":"highlight_zhitongcaijin","symbols":["REGS","ARTY","DVIN","QTOC","PSCI","MADE","CHAT","FRTY","FIDU","TRUI","IYJ","VIS","XLII","XLIX","BK4585","PJFM","BK4588","AIPO","UXI","VTHR","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656303764","title":"牛市行情扩散，背后核心诱因只有一个","url":"https://stock-news.laohu8.com/highlight/detail?id=2656303764","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656303764?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 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20:57","pubTimestamp":1785761838,"startTime":"0","endTime":"0","summary":"高盛认为，市场广泛引用的约8000亿美元AI资本开支明显低估，遗漏了非美国企业及私募公司的投资，并混入部分非AI支出。调整后预计，2026年全球AI实际投资规模将达1.02万亿美元，显示AI资本开支周期的体量与持续性均强于市场预期。","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://wallstreetcn.com/articles/3778593","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":["ARTY","FRTY","XLII","AGIX","REGS","VTHR","IYJ","PJFM","VIS","MADE","FIDU","BK4588","DVIN","PSCI","XLIX","UXI","TRUI","AIPO","CHAT","QTOC","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656374620","title":"8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2656374620","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656374620?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 20:57","pubTimestamp":1785761820,"startTime":"0","endTime":"0","summary":"高盛最新研究报告指出，被广泛引用的约8000亿美元超大规模云服务商资本开支预测存在系统性低估，一旦纳入私募企业及非美国公司的投资，并剔除非AI相关支出，2026年全球AI投资总额预计将达到1.019万亿美元。三种方法平均结果显示，2022年至2026年底全球AI投资累计总额将达1.8万亿美元。若这一趋势延续至2026年下半年，则2026年AI相关支出增加对实际投资的拉动将小于2025年。","market":"other","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/jjxw/2026-08-03/doc-inikzzfz4530645.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":["TRUI","AGIX","BK4588","QTOC","MADE","BK4585","PJFM","VTHR","DVIN","CHAT","IYJ","PSCI","XLII","UXI","REGS","FIDU","AIPO","ARTY","FRTY","XLIX","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656334431","title":"去杠杆冲击之下，算力核心逻辑变了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2656334431","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656334431?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 10:09","pubTimestamp":1785722990,"startTime":"0","endTime":"0","summary":"韩国存储去杠杆触发全球算力链风险重定价，但中信建投指出，这并非AI需求逆转，而是市场重估涨价与高利润率的持续性。SK会长称AI半导体价格“非正常高位”，三大厂加码长协、扩产与本土化，从“供给纪律”转向“稳价扩量”。下半年算力逻辑重排：涨价斜率边际放缓，订单兑现和产能释放的定价权重上升。","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":"https://wallstreetcn.com/articles/3778530","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":["EDZ","ARTY","AGIX","CHAT","DVIN","DRMY","FIDU","DRMP","XLIX","DRAM","VIS","BK4585","DISK","AIPO","IYJ","QTOC","REGS","XLII","TRUI","FRTY","PSCI","DRAL","UXI","BK4588","MADE","HBMX","PJFM","VTHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656139701","title":"美股这个财报季盈利增长“超预期”，科技巨头“资本开支与AI回报”双涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2656139701","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656139701?lang=zh_cn&edition=fundamental","pubTime":"2026-08-02 06:20","pubTimestamp":1785622844,"startTime":"0","endTime":"0","summary":"高盛表示，美股二季度财报表现强劲，标普500剔除一次性项目后EPS同比大增26%，AI基础设施贡献约三分之一盈利增长。云巨头云业务增速飙至48%，2027年资本开支预计突破1万亿美元，强劲基本面正为AI行情提供支撑。","market":"sh","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778478","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":["09086","03034","VIS","SPY","XLIX","HIBL","02834","XMAG","AIPO","SPXS","VTHR","GPIQ","SDOW","CHAT","PSCI","YSPY","NOCT","FRTY",".DJI","AINT","AGIX","SQQQ","QDEC","NDX","TRUI","MMAX","SPYM","IVV","ARTY","UDOW","SDS","XLII","TQQY","QIDX","NAPR","SMAX","VOO","AFLG","DMAX","SPXU",".IXIC","UPRO","QQQ","MADE","QMAR","DIA","FIDU","07266","07261",".SPX","03455","SPDN","TQQQ","SPXL","QQQX","SPYQ","03086","07568","SSO","09834","QQQM","PJFM","PSQ","NJAN","DDM","QLD","APRP","SPYH","QID","DXD","NJUL","UXI","REGS","QTOC","SPUU","07522","SH","DOG","SPYU","DVIN","IYJ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655358846","title":"美股科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655358846","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655358846?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 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AI年化收入突破250亿、Azure达370亿，云业务正成为最硬的变现证明；但四家合并自由现金流跌至十年低点约70亿美元，Google史上首现单季负值。这场资本开支与AI收入的生死赛跑，答案悬而未决。","market":"us","thumbnail":"https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778408","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":["MSFL","VTHR","AMZP","ARTY","METD","MSFT","AMZZ","QIDX","TRUI","GOU","FBY","FBL","GOOW","MSFW","AMZU","META","FRTY","MADE","XLII","AINT","AMZY","PJFM","AMZW","XMAG","REGS","MSFU","GOOGL","MSFO","AMZN","APRP","AIPO","GGLS","IYJ","MSFD","AZYY","GOOP","FBYY","MSFY","AFLG","UXI","GGLL","CHAT","DVIN","AGIX","GOOY","METW","XLIX","AMZD","VIS","METU","QTOC","PSCI","FIDU","GOOG","GOOX","MSFX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655435355","title":"科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655435355","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655435355?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 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