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港股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
微軟—Τ
1,600.000
0.000
手動刷新
成交量:
- -
成交額:
- -
市值:
12.28萬億
市盈率:
17.29
高:
1,600.000
開:
1,600.000
低:
1,600.000
收:
1,600.000
52周最高:
1,600.000
52周最低:
1,593.541
股本:
76.72億
香港流通股本:
76.72億
量比:
- -
換手率:
- -
股息:
18.09
股息率:
1.13%
每股收益(LYR):
92.518
淨資產收益率:
35.60%
總資產收益率:
14.59%
市淨率:
5.47
市盈率(LYR):
17.29
市銷率:
6.19
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18:08","pubTimestamp":1756634922,"startTime":"0","endTime":"0","summary":"1)国产算力链再迎利好。阿里云收入同比增26%创三年新高,AI产品连续八季三位数增长。伴随互联网巨头Capex投入与国产AI芯片量产加速,我们长期看好国产算力需求增长,IDC有望进入新一轮招标期。中际旭创1H25营收147.89亿元,同比增长37%,归母净利润39.95亿元,同比增长69%,高速光模块及AIToken增长支撑业绩。英伟达发布2Q业绩,超预期表现带动海外链大涨。前7个月,电信业务收入累计完成10431亿元,同比增长0.7%。","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=nesSN202508311808459509a53c&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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15:00","pubTimestamp":1756623600,"startTime":"0","endTime":"0","summary":"AI界再度传来震撼消息:成立仅四年的初创公司Anthropic正在接近达成一项100亿美元的新融资协议,这一数字较此前市场传闻的50亿美元翻了一番。尤其是OpenAI,8月消息,OpenAI今年公司营收预计将增长三倍,达到127亿美元。今年3月时公司年经常性收入已达到100亿美元。紧接着就是本次高达100亿美元的新融资。截至 2025 年初,Anthropic总筹资金额超过180 亿美元,成为全球最具影响力的AI独角兽之一。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250831150015976dbded&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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14:30","pubTimestamp":1756621852,"startTime":"0","endTime":"0","summary":"国盛证券主要观点如下:算力行情演绎至今,算力服务仍被显著低估1)6月至今,海内外算力投资共振,光模块、PCB、液冷、服务器等硬件代表性标的涨幅普遍超过100%,许多标的涨幅达200-300%。阿里云收入增长继续加速至26%,AI相关产品收入已连续8个季度实现三位数同比增长。综上,除了AI算力资本支出热潮的一阶受益者(硬件),也应重视二阶受益者(服务)可持续性的价值创造。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250831145109976dbaa1&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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海外鏈和國產鏈共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2563538238","media":"信达证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2563538238?lang=zh_tw&edition=fundamental","pubTime":"2025-08-31 00:00","pubTimestamp":1756569600,"startTime":"0","endTime":"0","summary":"本周电子细分行业均大幅度上涨。英伟达预计2030 年全球AI 基建CapEx 或达3-4 万亿美元。英伟达发布FY26Q2 业绩,公司Blackwell 平台营收贡献显著,FQ2 环比增长17%,占数据中心计算收入的近70%。阿里巴巴CapEx 创历史新高,国产算力投资持续加码。我们认为,当前AI 基建仍处于早期阶段,无论是海外还是国内,算力部署的供给缺口较为明显,无论是海外链还是国产链,GPU还是ASIC,在高CapEx 投入下或将实现共振。","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=nesSN20250831190626a4ab2bb4&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, 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21:02","pubTimestamp":1756472540,"startTime":"0","endTime":"0","summary":"投资者情绪动荡,令标普500指数的市值蒸发1万亿美元。这位从认知科学家转型为资深人工智能研究者的人士,自2015年起便投身机器学习领域。马库斯随后离开,在其他人工智能初创公司任职的同时,也始终直言不讳地批评那些在他看来注定走入死胡同的人工智能发展路径。2025年夏天,舆论风向转向对人工智能的强烈质疑。她认为,人工智能是自18世纪末以来延续这一规律的第五次技术革命。","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=nesSN20250829212245a7043473&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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