美股详情

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梅西百货

16.51

-0.7700-4.46%

盘后：16.30-0.2065-1.25%19:59 EDT

成交量：1,044.23万

成交额：1.74亿

市值：44.33亿

市盈率：9.35

高：17.35

开：17.30

低：16.41

收：17.28

52周最高：18.47

52周最低：9.76

股本：2.69亿

流通股本：2.65亿

量比：1.30

换手率：3.94%

股息：0.71

股息率：4.31%

每股收益(TTM):1.77

每股收益(LYR):2.10

净资产收益率：11.29%

总资产收益率：3.29%

市净率：1.00

市盈率(LYR):7.88

数据加载中...

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不想再“跪着”买显卡了","url":"https://stock-news.laohu8.com/highlight/detail?id=2565554936","media":"雷锋网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2565554936?lang=zh_cn&edition=fundamental","pubTime":"2025-09-05 18:17","pubTimestamp":1757067420,"startTime":"0","endTime":"0","summary":"OpenAI 在多线出击这并不是 OpenAI 最近唯一的大动作，它的野心远不止在芯片上落子。今年以来 OpenAI 在硬件、应用和算力基建三条战线上几乎是在同时提速。奥特曼甚至放话，到 2025 年底，OpenAI 拥有的 GPU 数量将突破 100 万台。OpenAI 所走的，可能是整条产业链中最昂贵、最复杂、也最容易摔跤的一条路。OpenAI 今天的选择，不只是为了应对 GPT-5 的算力问题，而是在为未来十年乃至二十年的竞争埋下伏笔。","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=nesSN202509051821269515a106&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, 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18:02","pubTimestamp":1757066526,"startTime":"0","endTime":"0","summary":"尽管其软件行业同行信心十足地创下股价新高，但Salesforce却在财报发布后再次下跌，盘后交易时段股价跌幅近6%。之前一直有投资者认为，Salesforce需要拿出更有力的表现，才能扭转市场的看空论调。然而，即便Salesforce公布的第二季度业绩还算合理，市场却因Salesforce给出的指引似乎偏保守，直接表达了不满。不过，阻碍Salesforce估值提升的主要障碍，或许并非它面临短期颠覆威胁。值得注意的是，该股的长期上涨趋势并未动摇，这种乐观情绪与Salesforce基本面强劲的观点相契合。","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=nesSN20250905190142a4b6293b&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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15:05","pubTimestamp":1757055900,"startTime":"0","endTime":"0","summary":"像台积电，就表示总计要投资1650亿美元，在美国建先进芯片制造厂，先进芯片封测厂，还有研发中心，连2nm工艺都要放到美国去，完全是抱美国大腿了。但在这样的背景之下，近日传出一则消息，那就是美国最大的芯片代工厂格方罗德，反而作了一个决定，那就是要到中国来造芯片。而格芯作为全球第五名，美国第一大芯片代工企业，也需要到处抢客户的，在美国因为台积电进入，又加上英特尔等扩产，格芯一样压力大。","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=nesSN2025090515123597799551&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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13:46","pubTimestamp":1757051207,"startTime":"0","endTime":"0","summary":"近期，台积电、X-FAB两家公司传出新进展。台积电：计划将12英寸单晶碳化硅应用于散热载板近期媒体报道，台积电正号召设备与化合物半导体相关厂商参与，计划将12英寸单晶碳化硅应用于散热载板，取代传统的氧化铝、蓝宝石基板或陶瓷基板。X-FAB：推出GaN-on-Si代工服务9月4日，X-FAB公司宣布，基于其XG035技术平台推出针对dMode器件的硅基氮化镓代工服务。目前，X-FAB已推出可简化客户设计流程并实现更快速入门的PDK。","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=nesSN20250905134704a71113a4&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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Salesforce业绩点评","url":"https://stock-news.laohu8.com/highlight/detail?id=2565538169","media":"招银国际","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2565538169?lang=zh_cn&edition=fundamental","pubTime":"2025-09-05 10:31","pubTimestamp":1757039480,"startTime":"0","endTime":"0","summary":"公司点评Salesforce- 2QFY26业绩符合预期；数据云及AI业务长期前景不变Salesforce公布2QFY26业绩：总营收同比增长10%至102亿美元；非GAAP净利润同比增长12%至28亿美元，均符合彭博一致预期。AI业务势头持续，2QFY26数据云及AI业务ARR同比增长约120%。尽管投资者对AI颠覆企业级SaaS商业模式的担忧影响短期情绪，但在数据云基础设施及Agentforce解决方案的支持下，我们仍看好Salesforce AI业务的价值主张。维持“买入”评级。","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=nesSN20250905103428a4b5155c&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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桌面级处理器 \"Medusa Ridge\" 的IOD 芯片将采用台积电 N3P 工艺制程。IT之家预计这将会在能效、互联带宽、内存支持方面带来提升。Kepler_L2 同时确认，\"Zen 6\" 微架构桌面、移动处理器使用的12 核标准型 \"Zen 6\" CCD 芯片采用台积电 N2P 制程工艺、EPYC \"Venice\" 使用的高密度 32 核 \"Zen 6c\" CCD 芯片也将采用 N2P 制程。此前已有消息指出，单芯片设计的 \"Zen 6\" 移动 APU 处理器 \"Medusa Point\" 中低端型号将采用台积电 N3P 制程。","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=nesSN20250905100420a4b5056b&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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00:00","pubTimestamp":1757001600,"startTime":"0","endTime":"0","summary":"发展趋势本季度收入略超市场预期，利润端保持扩张。AI 商业化落地边际有所加快，但公司指引反映出短期AI 较难贡献收入增量。我们认为AI 贡献收入可能在今年内较难看到大额体量，但公司自今年8 月起对基础云版本提价1，该催化因素下半年有望逐步体现在收入端。考虑到2026 财年内Agentforce 较难贡献规模收入体量可能影响AI 相关预期及情绪，我们下调目标价16%至259 美元。风险美国宏观经济复杂，行业竞争加剧，AI发展不及预期，新客户拓展遇阻。","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=nesSN20250905162649a7116b3f&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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因业绩指引不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2565628301","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2565628301?lang=zh_cn&edition=fundamental","pubTime":"2025-09-04 23:46","pubTimestamp":1757000763,"startTime":"0","endTime":"0","summary":"北京时间2025年9月4日，Salesforce股价下跌超6%，此前公司发布的本财季业绩指引低于市场预期。此次股价下跌反映了市场对公司未来业绩的担忧。","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=nesSN202509042348569513a925&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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TechInsights预计，到2026年，英伟达的研发支出将超过英特尔，因为前者正继续加大投资而后者则在削减支出。TechInsights的数据报道，去年英特尔在研发上的投入达166亿美元，占其总收入的33.6%，在芯片行业研发支出中位居榜首。英伟达排名第二，2024年将销售收入的10.8%，即125亿美元用于研发，但这一支出同比增长了47%。台积电的研发支出增加了8.8%，达到74亿美元，排名第七；SK海力士则以32.7%的增幅将研发支出提升至33亿美元，位列第十。","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=nesSN202509050819169778cf03&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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股价大跌6.76%报239.11美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2565301612","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2565301612?lang=zh_cn&edition=fundamental","pubTime":"2025-09-04 21:30","pubTimestamp":1756992604,"startTime":"0","endTime":"0","summary":"北京时间2025年09月04日21时30分，赛富时股票出现波动，股价急速下挫6.76%。截至发稿，该股报239.11美元/股，成交量142.182万股，换手率0.15%，振幅0.00%。最近的财报数据显示，该股实现营业收入98.29亿美元，净利润15.41亿美元，每股收益1.61美元，毛利67.86亿美元，市盈率37.27倍。赛富时股票所在的软件服务行业中，整体涨幅为0.00%。展望未来，C3.ai预计2026财年第二季度营收在7200万至8000万美元之间，同比下降15%至24%，与上一季度的增长预期形成对比。","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=nesSN20250904213004a4b40d5f&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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21:23","pubTimestamp":1756992198,"startTime":"0","endTime":"0","summary":"对于这一传闻，台积电今天已经辟谣，否认了传话一说法。据台湾地区《焦点时报》披露，台积电已对上述猜测作出明确回应：黄仁勋此行主要是为参加创始人张忠谋的延迟生日庆典，并在企业内部向员工发表演讲。当日晚些时候，双方高管团队共进晚宴，台湾地区媒体捕捉到黄仁勋与台积电 CEO 魏哲家就 \"谁来买单\" 展开轻松调侃。魏哲家笑称 \"若黄仁勋同意晶圆报价便由台积电费客\"，后者则俏皮回应 \"报价我没意见\"。","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=nesSN20250904215413a4b41918&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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Genuity下调Salesforce目标价至300美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2565430150","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2565430150?lang=zh_cn&edition=fundamental","pubTime":"2025-09-04 18:26","pubTimestamp":1756981562,"startTime":"0","endTime":"0","summary":"北京时间2025年9月4日，Canaccord Genuity发布报告，将Salesforce的目标价由350美元下调至300美元，同时维持对该股的“买入”评级。此举反映了分析师对Salesforce未来增长潜力的持续看好，但对短期估值进行了调整。","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=nesSN2025090418273797776786&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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