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THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF
35.18
+0.6841
1.98%
盘后：
34.48
-0.6972
-1.98%
19:30 EDT
成交量：
637
成交额：
2.23万
市值：
2,779.00万
市盈率：
- -
高：
35.18
开：
34.93
低：
34.93
收：
34.49
52周最高：
48.91
52周最低：
30.00
股本：
79.00万
流通股本：
79.00万
量比：
0.15
换手率：
0.08%
股息：
1.61
股息率：
4.57%
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
美国AI算力租赁有多贵？“现货价格”是长协的2倍，是云厂商回报门槛的4倍
华尔街见闻
·
1小时前
十一黄金周OTA分野：同程、飞猪们卖库存，豆包、千问们卖答案
互联网江湖
·
3小时前
黄仁勋要“亲自下场”？英伟达洽谈收购“美国DeepSeek”Reflection AI
华尔街见闻
·
3小时前
AI周报|Manus母公司融资5亿美元；谷歌发布Gemini工作智能体
第一财经
·
3小时前
CBRS股价预测：较历史高点回撤超50%，OpenAI转向英伟达削弱其战略地位，股价还会复苏吗？
TradingKey中文
·
9小时前
据《金融时报》报导，英伟达正就收购Reflection AI或加大对该公司的投资进行谈判
路透中文
·
9小时前
英伟达正洽谈收购Reflection AI，双方谈判尚处于早期阶段。
智通财经
·
10小时前
立讯精密遭美国337调查，涉及数据中心电源模块 公司：相关产品处于客户验证阶段
每日经济新闻
·
昨天
Nuvacore 拟以 25 亿美元估值寻求新一轮融资
链捕手
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昨天
RTX 5090突然停产！英伟达新旗舰换成RTX 5080 24GB：玩家彻底哭了
快科技
·
昨天
光纤的紧俏时刻
微博财经-财道工作室
·
昨天
消息称Meta已搁置向Anthropic出租AI算力的计划
IT之家
·
昨天
“芯片大佬”Pat Gelsinger：从存储、光互联、电气到网络架构，当下是硬件创新的黄金时代
华尔街见闻
·
昨天
市政厅爆发冲突！美中期选举遭遇“反数据中心”浪潮：民众抗议四起，三座城市同日暂停建设，特朗普在重要摇摆州辩护竟遭无视
每日经济新闻
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昨天
民生银行广州分行创新推出“Token贷”，破解AI算力应用型企业融资难题
广州日报
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昨天
澳大利亚 AI 数据中心运营商 Firmus 撤回 IPO，原计划筹资 50 亿美元
链捕手
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天宽科技中标南网 “驭电” 大模型开发支持研究项目
智通财经
·
昨天
英伟达股价连日回调 美股AI泡沫论演化之路怎么看？
新华财经
·
昨天
Stifel点名五大AI半导体股，数据中心基本面持续走强
格隆汇
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昨天
英伟达悄然重新定义自由现金流，千亿回购计划暗藏水分？
华尔街见闻
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昨天
更多
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11:30","pubTimestamp":1791689436,"startTime":"0","endTime":"0","summary":"AI算力短期现货租赁价格高达每吉瓦400亿至500亿美元/年，而长期合同价格仅为200亿美元/年，超算云运营商的盈亏平衡门槛约为120亿美元/年。但高盛分析，谷歌等超大规模云厂商以高昂溢价租用算力，根本原因是自建产能跟不上，一旦自建产能追上，现货溢价将消失。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3783358","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":["WDAI","WISE","AIO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674781677","title":"十一黄金周OTA分野：同程、飞猪们卖库存，豆包、千问们卖答案","url":"https://stock-news.laohu8.com/highlight/detail?id=2674781677","media":"互联网江湖","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674781677?lang=zh_cn&edition=fundamental","pubTime":"2026-10-11 09:36","pubTimestamp":1791682560,"startTime":"0","endTime":"0","summary":"至于飞猪、同程和美团们，从公布的假期成绩来看，AI也是一大亮点。同时从AI使用体验来看，目前豆包和美团小团、飞猪帮帮和同程们也没有拉开代际差距，最大的不同也只是入口的不同。这实际上也是飞猪、同程们加码AI的第二层原因，为了顺应市场需求，也为了防范豆包们对用户流量的虹吸作用。又比如落到OTA行业来看，现在千问AI背后有飞猪提供酒旅资源；同程旅行的背后有腾讯，并且近年来其还主动拿下多家地方龙头","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://tech.ifeng.com/c/8x88n6JRTDd","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":"fenghuang_stock","symbols":["LRNZ","VTHR","WISE","EPAI","AIPO","CHAT","AGIX","GPTZ","ARTY","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674781636","title":"黄仁勋要“亲自下场”？英伟达洽谈收购“美国DeepSeek”Reflection 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03:00","pubTimestamp":1791658800,"startTime":"0","endTime":"0","summary":"截至10月9日当周，Cerebras Systems（CBRS）股价再度逼近登陆纳斯达克以来的历史低位。这家AI芯片公司今年5月以接近950亿美元的市值上市，被投资者视为英伟达在AI芯片领域的挑战者；然而此后股价持续承压，目前较历史高点已回撤超50%。估值大幅回撤的直接导火索，是OpenAI在推出GPT-6.1 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公司：相关产品处于客户验证阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2674663897","media":"每日经济新闻","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674663897?lang=zh_cn&edition=fundamental","pubTime":"2026-10-10 21:58","pubTimestamp":1791640680,"startTime":"0","endTime":"0","summary":"根据ITC公开信息，此前Vicor已多次围绕数据中心电源相关技术向产业链企业发起337调查，目前本次调查尚处于立案初期，ITC尚未就相关侵权主张作出实质认定。针对此次调查的影响，立讯精密方面表示，目前相关产品仍处于客户验证阶段，尚未进入量产状态。此次调查涉及的垂直供电技术，正是相关技术路线之一。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-10-10/doc-iniuufhx5906297.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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拟以 25 亿美元估值寻求新一轮融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2674892160","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674892160?lang=zh_cn&edition=fundamental","pubTime":"2026-10-10 20:02","pubTimestamp":1791633764,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据路透社报道，知情人士透露红杉资本（Sequoia Capital）支持的芯片初创公司 Nuvacore 正在寻求数亿美元融资，公司估值约为 25 亿美元。Nuvacore 成立仅 6 个月，此前已完成由红杉资本领投的种子轮融资，目前尚未推出产品，计划开发面向数据中心的新型中央处理器（CPU）。随着 AI 应用对算力需求持续增长，数据中心 CPU 市场受到投资者关注，CPU 被用于协调 AI 芯片任务，并运行自主 AI 软件代理，以针对数据中心和 AI 基础设施常见计算任务进行优化。 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19:07","pubTimestamp":1791630479,"startTime":"0","endTime":"0","summary":"快科技10月10日消息，据爆料人MEGAsizeGPU等多方消息，英伟达已停止向GeForce游戏显卡供应GB202核心，RTX 5090及中国特供版RTX 5090 D v2将同步停产，GB202后续将专供RTX PRO专业显卡产品线。但英伟达准备了一个补偿方案：推出RTX 5080 24GB版本，取代现有的16GB型号成为GeForce系列新旗舰。RTX 5080 24GB的核心规格已基本明确。RTX 5090的处境则更为极端。对于游戏玩家而言，RTX 5080 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18:23","pubTimestamp":1791627780,"startTime":"0","endTime":"0","summary":"今年以来，光纤价格大幅上涨，中国移动2026年至2027年的普通光缆集中采购，7月首轮招标流标，8月重新招标时，最高投标限价上调了约8.5%。瑞银认为，股价回落，是因为新进入者接连公布大规模扩产计划，投资者担心光纤供过于求、价格大幅下跌，以往几轮上行周期结束时也出现过这种情形。长飞光纤也在9月24日的业绩说明会上表示，全球光纤光缆市场已经从主要依靠电信市场，转向电信和数据通信共同拉动。","market":"sg","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/wbstock/2026-10-10/doc-iniututi7419301.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":["BK0214","600050","SGXZ81163826.USD","601728","HPEL","601869","BK0073","BK0043","IE00B0JY6N72.USD","LU2125910849.SGD","BK0261","DTCR","BK0224","600941","BK0143","002008","SKYY","600498","AIBU","BK1523","AIO","600487","LU0516422366.SGD","FCLD","06869","AIFD","300548","LU1064130708.USD","BK0152","BK0167","BK0148","WPAI","600522","LU2045819591.USD","LU2929501877.USD","BK0010","LU1969619763.USD","PBOT","CLDL","BLOK","LU0326950275.SGD","IDGT","WDAI","BK0072","BK0131","FMET","WISE","BK1149","CLOU","603618"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674156891","title":"消息称Meta已搁置向Anthropic出租AI算力的计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2674156891","media":"IT之家","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674156891?lang=zh_cn&edition=fundamental","pubTime":"2026-10-10 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16:24","pubTimestamp":1791620683,"startTime":"0","endTime":"0","summary":"多地紧急叫停、千亿投资搁浅、民众抗议四起......美国AI数据中心建设热潮正遭遇强力反对。当地时间10月6日，三座美国城市同日出台数据中心建设暂停令，叠加各地审批收紧、民众抵制，全美已有2600亿美元相关规划投资宣告取消，另有近万亿美元项目深陷落地阻力。这场席卷全美多地的反对浪潮，直指数据中心超高耗电、耗水、推高居民电费及生态隐患。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610103891924962.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/202610103891924962.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_eastmoney","symbols":["AIFD","AIBU","BLOK","DTCR","FCLD","PBOT","WISE","WPAI","AIO","FMET","HPEL","CLDL","IDGT","SKYY","WDAI","CLOU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674999568","title":"民生银行广州分行创新推出“Token贷”，破解AI算力应用型企业融资难题","url":"https://stock-news.laohu8.com/highlight/detail?id=2674999568","media":"广州日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674999568?lang=zh_cn&edition=fundamental","pubTime":"2026-10-10 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AI 数据中心运营商 Firmus 撤回 IPO，原计划筹资 50 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2674899325","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674899325?lang=zh_cn&edition=fundamental","pubTime":"2026-10-10 15:16","pubTimestamp":1791616604,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，获英伟达支持的澳大利亚 AI 数据中心运营商 Firmus 通过电子邮件向 CNBC 表示，公司已撤回计划中的大型 IPO，理由是市场波动与市场状况。董事会认为，拟议发行条款未能充分反映业务实力与长期增长前景，继续推进发行不符合公司及股东最佳利益。公司称将转向私募市场融资，并考虑其他公开与私募市场选项。据报道，Firmus 原计划通过 IPO 筹资 50 亿美元，定价每股 11 澳元，若成行将成为澳大利亚历史上第二大新股发行，估值约 306 亿美元。2026 年 8 月，公司宣布完成 20 亿美元融资，投资方包括英伟达、Coatue Management、Blackstone 和 Jane Street；此前一年累计股权融资超过 30 亿美元，估值超过 105 亿美元。上个月，Firmus 宣布与 Meta 达成协议，在东南亚基于英伟达 DSX 平台的 AI 数据中心提供 GPU 算力，用于 Meta 的 AI 研究、模型开发与训练。 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