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THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF

34.70

0.0000

成交量：190

成交额：6,707.88

市值：2,741.53万

市盈率：- -

高：34.70

开：34.70

低：34.70

收：34.70

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：1.34

换手率：0.02%

股息：1.61

股息率：4.64%

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

英伟达服务器被曝计划涨价，涨幅或超过15%；神秘模型“牛来”引发网络热议，猜测是智谱？丨全球科技早参

每日经济新闻

英伟达客户已收到AI相关产品会涨价超过15%的通知

《图表新闻》美股基金连两周吸金，财报强劲、通胀降温助攻

特朗普：拒绝布局数据中心的社区正在犯下错误。

下周全球市场迎“超级周”！沃什首秀杰克逊霍尔，英伟达财报、PCE通胀齐袭

英伟达远期市盈率跌至多年低位，财报将检验AI行情持续性

模型开源“开”出产业增长新空间

经济参考报

CPO规模化商用提速

星动纪元陈建宇：具身智能和大模型一样可以结合千行百业，已进入商业化拐点

Tom Lee：下周或成美股方向选择窗口，英伟达表现将决定 AI 信心能否重燃

一周前瞻：沃什迎来Jackson Hole首秀，英伟达携迈威尔财报检验AI投资热度

TradingKey中文

英伟达、SK海力士：拿下CPO！一文看懂CPO产业链的五层机会

黄仁勋女儿，从厨师到年薪800万

英伟达砸60亿美元投资Poolside，意图打造中国开源AI竞争对手

财报前夕，英伟达传出涨价消息

黄仁勋两次亲笔签名的RTX Pro 6000 Blackwell显卡拍出5.7万美元

神秘“牛来大模型”火爆外网，部分测试超过Fable、GPT-5.6

据英国金融时报，爱尔兰正在考虑核能，以满足数据中心日益增长的电力需求。

神秘“牛来大模型”火爆外网，部分测试超过Fable、GPT-5.6

下周外盘看点丨沃什首度亮相全球央行年会，英伟达最新财报将公布

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23:45","pubTimestamp":1787499900,"startTime":"0","endTime":"0","summary":"今年以来，CPO（共封装光学）规模化商用进程显著提速。近日，SK海力士联合多家国际顶尖学术机构在《自然·电子学》发表CPO技术发展路线图，明确指出算力每两年增长约3倍，而互联带宽仅增长约1.4倍，“带宽墙”已成为AI算力扩展的核心瓶颈，CPO被列为突围关键路径。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608233850424957.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/202608233850424957.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":["GAMR","METV","NVD2.UK","CHPY","2NVD.UK","FAI","VGT","FDTX","AIFD","CHPX","SOXX","XSD","SNVDAmain","NVDS.UK","TYLG","LFGY","CHPS","AIPI","NVD3.UK","TEKX","3NVD.UK","NVD","NVDO","SOXL","ARTY","AGOX","PSI","WISE","CHAT","USD","LYTE","SOXS","TRFK","SMHX","IXN","JGRO","SMH","ILDR","NVDA","THMR","SSG","XLK","SOXY","SPTE","SOXQ","FTXL","NVDB","ABFL","ROM","VT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661244780","title":"星动纪元陈建宇：具身智能和大模型一样可以结合千行百业，已进入商业化拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2661244780","media":"IPO早知道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661244780?lang=zh_cn&edition=fundamental","pubTime":"2026-08-23 21:56","pubTimestamp":1787493360,"startTime":"0","endTime":"0","summary":"据外媒信息，星动纪元正在筹备赴香港联交所主板上市。陈建宇在演讲中提到，打造通用机器人，避不开同时做它的大脑和本体；世界模型要构建对物理世界常识性的理解，这种理解具备比较好的泛化性；从今年开始，具身行业已经进入商业化拐点；星动纪元希望用通用的形态，逐步去做具体专用场景，让能力和数据在下一个场景中继续复用。我把具身大模型迭代方式，到目前为止列成三个范式。","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/hkstock/hkzmt/2026-08-23/doc-inipipwq3376364.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":["LRNZ","GPTZ","EPAI","WISE","WDRN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661124874","title":"Tom Lee：下周或成美股方向选择窗口，英伟达表现将决定 AI 信心能否重燃","url":"https://stock-news.laohu8.com/highlight/detail?id=2661124874","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661124874?lang=zh_cn&edition=fundamental","pubTime":"2026-08-23 20:13","pubTimestamp":1787487200,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，BitMine 董事长 Tom Lee 在 CNBC 节目中表示，下周可能成为股市的转折点。当前 AI 股票交易已陷入停滞，主要受数据中心担忧和美国政治反对情绪压制。\n\n关键问题在于停滞之后 AI 信心能否回归，如果英伟达 CEO 黄仁勋能在即将到来的场合展示 AI 算力需求依然强劲，将有助于重新注入市场信心，推动 AI 板块走出盘整。\n\nTom Lee 同时强调，美联储不确定性仍在持续累积，接下来一系列美联储官员的公开露面将成为另一个重大市场信号。标普 500 近期在 7678 点附近徘徊，本周累计下跌约 1.4%，市场正处于对 AI 资本开支可持续性和货币政策路径的双重疑虑之中。\n\n下周的定位是观察市场方向选择的关键窗口，AI 需求信号与美联储政策预期能否形成共振，将决定风险资产的短期走向。 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