ENG/中
老虎證券
市场
行情
24/7新闻
产品
Cash Boost账户
期权
A股通
港股
固定票息票据
美股
ETF
基金超市
美国国债
新加坡股
期货
Tiger BOSS Debit Card
老虎钱袋子
功能
经纪人
定投
CPF/SRS 投资
专栏
美股碎股
TigerAI
费用
综合账户
股票与ETF
期权、窝轮与牛熊证
期货
债券
基金超市
Cash Boost
股票与ETF
融资利率
活动
帮助
账户操作
如何开户
开户文件
账户类型
资金与转仓
入金
DDA快捷入金
出金
转入股票
转出股票
货币兑换
产品与交易
可交易产品
订单类型
交易规则
申报
融资融券
保证金与杠杆
风险管理
做空风险
基金超市
基金开户与交易
Cash Boost账户
Cash Boost 账户FAQ
如何开通 Cash Boost 账户
如何用Cash Boost 账户交易
如何绑定CDP证券账户
Tiger Boss Debit Card
常见问题
费用说明
如何充值
如何使用我的Debit card
账单报表
账单报表
股息(分红)
机构
Tiger Fund Management
机构服务
财富及资产管理人
自营交易机构
介绍经纪商
三方服务商
老虎API平台
登入
立即註冊
Toggle
美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Fidelity MSCI Industrials Index
92.90
+0.2700
0.29%
成交量:
2.43萬
成交額:
225.54萬
市值:
22.85億
市盈率:
- -
高:
93.13
開:
92.49
低:
92.49
收:
92.63
52周最高:
100.00
52周最低:
78.27
股本:
2,460.00萬
流通股本:
2,460.00萬
量比:
0.57
換手率:
0.10%
股息:
0.90
股息率:
0.97%
淨資產收益率:
--
總資產收益率:
--
市淨率:
--
市盈率(LYR):
- -
資料載入中...
總覽
公司
新聞
公告
Evergy 在電話會議中表示,預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。
智通财经
·
08/06
印度市場監管機構提議允許基礎設施投資信託和房地產投資信託在不持有控股權的前提下投資在建項目。
智通财经
·
08/06
【券商聚焦】華泰證券維持國泰航空(00293)買入評級 指客貨運需求強勁
金吾财讯
·
08/06
AI收入佔三成,資本開支卻吃掉86%:SpaceX的賬本正在分裂
BitPush
·
08/05
科技調整接近尾聲?下一階段如何配置?
华尔街见闻
·
08/05
亞洲科技股重挫25-30%,市場定價「EPS下調或資本開支削減」!摩根大通預測:恰恰相反
华尔街见闻
·
08/05
港灣觀點︱2026年7月:盛夏與驚濤
市场资讯
·
08/05
廣發證券:資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間
智通财经
·
08/04
廣發證券:資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間
智通财经
·
08/04
中泰證券:全球前裝及後市場高景氣 商用航空發動機國產持續提速
智通财经
·
08/04
中信建投:北美雲廠商資本開支繼續高增長 關注算力超跌與高股息標的
智通财经
·
08/04
中信建投:北美雲廠商資本開支繼續高增 關注算力超跌與高股息標的
智通财经
·
08/04
8000億資本開支不是頂?高盛:少算了非美及私募投資,今年AI實際投資有望超過1萬億
智通财经网
·
08/04
牛市行情擴散,背後核心誘因只有一個
环球市场播报
·
08/04
8000億資本開支不是頂?高盛:少算了非美及私募投資,今年AI實際投資有望超過1萬億
华尔街见闻
·
08/03
8000億資本開支不是頂?高盛:少算了非美及私募投資,今年AI實際投資有望超過1萬億
滚动播报
·
08/03
去槓桿衝擊之下,算力核心邏輯變了嗎?
华尔街见闻
·
08/03
美股這個財報季盈利增長「超預期」,科技巨頭「資本開支與AI回報」雙漲
华尔街见闻
·
08/02
美股科技巨頭財報季留下的懸念:「資本開支」與「AI收入」都在增長,誰會贏得敍事?
华尔街见闻
·
07/31
科技巨頭財報季留下的懸念:「資本開支」與「AI收入」都在增長,誰會贏得敍事?
智通财经网
·
07/31
更多
{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/stock/FIDU/news?page=5"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"FIDU","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FIDU\",,,,,undefined,":{"symbol":"FIDU","market":"US","secType":"STK","nameCN":"Fidelity MSCI Industrials Index","latestPrice":92.9,"timestamp":1788535815348,"preClose":92.63,"halted":0,"volume":24269,"delay":0,"changeRate":0.002914822411745765,"floatShares":24600000,"shares":24600000,"eps":0,"marketStatus":"交易中","change":0.27,"latestTime":"09-04 11:30:22 EDT","open":92.49,"high":93.125,"low":92.49,"amount":2255419.37173,"amplitude":0.006855,"askPrice":92.89,"askSize":492,"bidPrice":92.84,"bidSize":700,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1788552000000},"marketStatusCode":2,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":92.63,"sharesOutstanding":21150000,"nav":91.574167,"aum":2252724508.2,"dividendRate":0.009672,"bidAskSpread":0.000705,"postHourTrading":{"tag":"盘后","latestPrice":92.63,"preClose":92.63,"latestTime":"19:30 EDT","volume":23,"amount":2128.87,"timestamp":1788478207784,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.574207,"impliedVol":0.1238,"impliedVolPercentile":0.1786},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FIDU\",,,,,undefined,":{"symbol":"FIDU","floatShares":24600000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.574207,"shares":24600000,"dividePrice":0.8985,"high":93.125,"amplitude":0.006855,"preClose":92.63,"low":92.49,"week52Low":78.27,"pbRate":"--","week52High":100,"institutionHeld":0,"latestPrice":92.9,"committee":0.174497,"eps":0,"divideRate":0.009672,"volume":24269,"delay":0,"ttmEps":0,"open":92.49,"prevYearClose":82.48,"prevWeekClose":93.78,"prevMonthClose":92.82,"prevQuarterClose":99.61,"fiveDayClose":93.78,"twentyDayClose":98.61,"sixtyDayClose":91.68},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/FIDU\",params:#limit:5,,,undefined,":[{"date":"2026-06-18","symbol":"FIDU","amount":0.213,"announcedDate":"2026-06-17","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-06-18","defaultRemindTime":1781789400000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-06-23","payableDate":"2026-06-18","currency":"USD","dateTimestamp":1781755200000,"payDate":"2026-06-23"},{"date":"2026-03-20","symbol":"FIDU","amount":0.265,"announcedDate":"2026-03-19","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-03-20","defaultRemindTime":1774013400000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-03-24","payableDate":"2026-03-20","currency":"USD","dateTimestamp":1773979200000,"payDate":"2026-03-24"},{"date":"2025-12-19","symbol":"FIDU","amount":0.143,"announcedDate":"2025-12-18","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-19","defaultRemindTime":1766154600000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-23","payableDate":"2025-12-19","currency":"USD","dateTimestamp":1766120400000,"payDate":"2025-12-23"},{"date":"2025-09-19","symbol":"FIDU","amount":0.28,"announcedDate":"2025-09-18","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-19","defaultRemindTime":1758288600000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-23","payableDate":"2025-09-19","currency":"USD","dateTimestamp":1758254400000,"payDate":"2025-09-23"},{"date":"2025-06-20","symbol":"FIDU","amount":0.212,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-20","defaultRemindTime":1750426200000,"name":"Fidelity MSCI Industrials Index","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-06-24","payableDate":"2025-06-20","currency":"USD","dateTimestamp":1750392000000,"payDate":"2025-06-24"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"FIDU\",market:\"US\",,,undefined,":[{"executeDate":"2016-09-16","recordDate":"2016-09-20","paymentDate":"2016-09-22","value":0.146,"currency":"USD"},{"executeDate":"2016-12-16","recordDate":"2016-12-20","paymentDate":"2016-12-22","value":0.135,"currency":"USD"},{"executeDate":"2017-03-17","recordDate":"2017-03-21","paymentDate":"2017-03-23","value":0.155,"currency":"USD"},{"executeDate":"2017-06-16","recordDate":"2017-06-20","paymentDate":"2017-06-22","value":0.13,"currency":"USD"},{"executeDate":"2017-09-15","recordDate":"2017-09-18","paymentDate":"2017-09-20","value":0.204,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"FIDU\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"FIDU\",pageSize:20,pageCount:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2657634025","title":"Evergy 在電話會議中表示,預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657634025","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657634025?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:12","pubTimestamp":1786021935,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["PSCI","MADE","UXI","DVIN","BK4588","REGS","BK4585","TRUI","XLII","IYJ","PJFM","FIDU","XLIX","VIS","FRTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657870086","title":"印度市場監管機構提議允許基礎設施投資信託和房地產投資信託在不持有控股權的前提下投資在建項目。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657870086","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657870086?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 18:46","pubTimestamp":1786013180,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["BLDG","BCIM","SPHD","INDL","INDY","IQRA","PPI","HALX","JPRE","DTRE","INQQ","RSPN","SPRE","REAI","XSHD","RNTY","INDE","VOE","INDS","ABLD","GLIN","ERH","DPRE","IND","IVRA","HIPS","NDIA","NETL","SMIN","IYLD","KBWD","RWO","FREI","CSRE","IDGT","FIDU","AVRE","VGSR","DFRA","MDIV","IUSA","AMER","ALTY","INCO","FLIBF","RJZ","SLX","XLIX","GRI","ARCAY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657681510","title":"【券商聚焦】華泰證券維持國泰航空(00293)買入評級 指客貨運需求強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2657681510","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657681510?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 17:17","pubTimestamp":1786007855,"startTime":"0","endTime":"0","summary":"业绩表现优异,主因客货运内生需求强劲,且中东局势令旅客经香港中转,助力公司有效应对高油价,同时所持国航权益摊薄带来一次性收益14亿港元。旗下香港快运通过丰富航线网络等措施,客座率提升2.0个百分点至80.9%,单位客公里收益同比增长25.7%,营收同比大幅提升37.8%,EBIT亏损由5.24亿港元大幅收窄至0.73亿港元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987645","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":null,"symbols":["XTN","IYT","DOCK","00293","TPOR","FIDU","KCE","FTXR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657922529","title":"AI收入佔三成,資本開支卻吃掉86%:SpaceX的賬本正在分裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2657922529","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657922529?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:00","pubTimestamp":1785934838,"startTime":"0","endTime":"0","summary":"据公司二季度季报,SpaceX 在 2026 年 6 月完成首次公开募股。随后交出的这份上市后首份二季度报告,把太空、Link和 AI 并排写进公开财报。现在,原本藏在内部的投入取舍,也有了可以核对的数字。最容易吸走目光的,是 AI 的增速。不过,据公司二季度业绩附件,AI 分部贡献了合并收入的 32.8%,却占当季资本开支的 86.2%。收入与资本开支没有朝同一处倾斜,这才是这份财报最值得拆开的地方。SpaceX 的新账本已经分成两页。","market":"hk","thumbnail":"https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7667693","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7667693","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":"bit_push_news","symbols":["UXI","XOVR","SPAL","ORBX","LU1861215975.USD","VIS","SPCQ","ARTY","FIDU","LU2360107168.USD","BK4615","DVIN","AGIX","AIPO","LU1861220033.SGD","CHAT","XLIX","BK4585","DXYZ","SPAX","SPCU","LU1861558580.USD","BK4089","SSPC","TRUI","IYJ","REGS","SPCM","QTOC","MADE","LU1861559042.SGD","MARS","SPCG","LOFF","VTHR","LU2290526834.HKD","UFO","XLII","BK4588","SPCF","WSPC","PSCI","SNK","SPCH","FRTY","WARP","SPCX","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657511762","title":"科技調整接近尾聲?下一階段如何配置?","url":"https://stock-news.laohu8.com/highlight/detail?id=2657511762","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657511762?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 16:26","pubTimestamp":1785918406,"startTime":"0","endTime":"0","summary":"国金证券认为,随着韩国去杠杆、美联储鹰派预期、中东地缘风险等扰动缓解,6月以来全球AI资产调整正接近尾声。AI投资逻辑也将从“资本开支驱动”转向“盈利兑现驱动”,未来配置重点应聚焦投资回报率持续提升、能够将算力投入转化为收入、利润和现金流的企业,而非单纯扩大资本开支的公司。","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://wallstreetcn.com/articles/3778737","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":["US5Y.BOND","DVIN","US3Y.BOND","VTHR","BK4585","BK4588","FIDU","FRTY","AIPO","AGIX","XLII","US12M.BOND","MADE","PJFM","IYJ","US30Y.BOND","XLIX","VIS","PSCI","US7Y.BOND","REGS","TRUI","QTOC","ARTY","US6M.BOND","UXI","US10Y.BOND","US2Y.BOND","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657592594","title":"亞洲科技股重挫25-30%,市場定價「EPS下調或資本開支削減」!摩根大通預測:恰恰相反","url":"https://stock-news.laohu8.com/highlight/detail?id=2657592594","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657592594?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:06","pubTimestamp":1785899179,"startTime":"0","endTime":"0","summary":"摩根大通力排众议,宣布当前是买入亚洲科技股的时机。该行指出,亚洲科技股及费城半导体指数累计下跌25%-30%,但基本面毫无恶化迹象——AI扩展定律完好、超大规模云服务商资本开支2027年将飙至1.49万亿美元、合同积压规模创历史新高,EPS仍将持续上调。市场的悲观定价,或正是最佳买点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778714","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":null,"symbols":["DVIN","IYJ","REGS","PGF","XLIX","TRUI","XLII","PJFM","VIS","XSOE","FRTY","PSCI","MADE","SPWO","UXI","FIDU","FLAX","AAXJ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657594380","title":"港灣觀點︱2026年7月:盛夏與驚濤","url":"https://stock-news.laohu8.com/highlight/detail?id=2657594380","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657594380?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 10:22","pubTimestamp":1785896520,"startTime":"0","endTime":"0","summary":"港湾观点︱2026年7月:盛夏与惊涛来源:东方港湾投资管理港湾观点作者:东方港湾黄海平备注:封面图由AI制作AI行业像一列加速行驶的列车,而车厢里的投资人却在7月份越来越晕车。回顾整个7月,纳斯达克指数下跌了3.20%,而上半年备受追捧的费城半导体指数下跌20.61%,存储指数下跌31.79%。台积电全面上调全年营收指引,提高资本支出预算,积极扩产。Anthropic的ARR增长势头也未结束,第三方信息显示Anthropic在7月份的ARR已经突破700亿美元。","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/money/smjj/smgd/2026-08-05/doc-inimfshr4724722.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":["ASIA","CWI","XLII","03145","TSMZ","BAI","AVEM","CGIC","ESIM","AIQ","TSMY","VIS","QTOC","TRUI","FDTX","FIDU","AGIX","AVSE","TTEQ","CNEQ","UXI","AIPO","PSCI","CGDG","CGNG","VTHR","TINS","BLOX","TEK","IYJ","CHAT","REGS","PJFM","MADE","CHPX","CGGO","XLIX","DVIN","KNOW","ARTY","TSMU","WUGI","FRTY","AVXC","TSM","SPTE","EMM","TSMG","STSM","ADVE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656398584","title":"廣發證券:資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2656398584","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656398584?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 12:43","pubTimestamp":1785818603,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["FIDU","VGT","CHPS","MADE","FWD","SMH","XSD","CHPY","XLII","PSI","TEKX","USD","UXI","SOXX","KSTR","SOXY","XLIX","SOXQ","SMHX","PJFM","MQQQ","REGS","BK4535","TRUI","BK4585","SOXL","TECY","VIS","BK4588","FTXL","IYJ","PSCI","DVIN","SOXS","SSG","FRTY","NBDS","EIS","CWC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656813085","title":"廣發證券:資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2656813085","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656813085?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 11:40","pubTimestamp":1785814859,"startTime":"0","endTime":"0","summary":"智能化厂内物流晶圆厂扩产拉动AMHS需求,国产替代进入加速阶段。风险提示半导体产业链资本开支及扩产不及预期风险;国际贸易及出口管制风险;行业竞争加剧与航空运价波动风险;AMHS国产替代及业务拓展不及预期风险;危化品及精密物流运营安全风险。","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":"http://www.zhitongcaijing.com/content/detail/1475631.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_zhitongcaijing","symbols":["IYJ","LU1979443071.USD","VGT","SOXY","PSI","CHPY","FTXL","MADE","BK0028","UXI","159582","EIS","SOXX","BK1147","BK0183","XLII","01776","DVIN","NBDS","KSTR","BK4585","SOXL","BK0188","REGS","FIDU","TECY","SG9999001093.SGD","SSG","TRUI","SOXS","SMHX","000776","LU1934453819.USD","USD","FRTY","FWD","PSCI","BK0276","XLIX","SOXQ","TEKX","MQQQ","BK0012","PJFM","SMH","CHPS","XSD","BK4535","CWC","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656383586","title":"中泰證券:全球前裝及後市場高景氣 商用航空發動機國產持續提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2656383586","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656383586?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:35","pubTimestamp":1785807344,"startTime":"0","endTime":"0","summary":"当下全球商用航空发动机前装市场呈现3个特点:LEAP系列为代表的单通道机型驱动新机交付量持续提升。全球商发供需缺口问题突出。截至2025年,全球商用飞机积压订单规模已超17000架。全球商发MRO需求井喷,新一代发动机后市场步入黄金周期预计未来十年全球航发维修市场空间超6000亿美金。全球商用航空发动机呈现高度寡头垄断格局,干线市场由CFM、GE航空、普惠、罗罗四家企业主导。","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":"http://www.zhitongcaijing.com/content/detail/1475565.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_zhitongcaijing","symbols":["600918","BK4581","FIDU","XLI","BK4588","XLII","BK4585","IYJ","BK0276","BK4550"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889765","title":"中信建投:北美雲廠商資本開支繼續高增長 關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889765","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889765?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:55","pubTimestamp":1785801300,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["REGS","TRUI","FTDS","FRTY","XLIX","ABEQ","UXI","PY","DVIN","QUSA","FIDU","MADE","CGVV","BK4588","PSCI","PRIZ","PJFM","IYJ","XLII","VIS","BK4585","EASY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889415","title":"中信建投:北美雲廠商資本開支繼續高增 關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889415","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889415?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:42","pubTimestamp":1785800527,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中信建投发布研报称,2026Q2,北美头部云厂商资本开支继续高增。中信建投主要观点如下:2026年二季度,北美头部云厂商资本开支继续高增,AWS、微软、Google和Meta单季资本开支分别约为542亿美元、410亿美元、449亿美元和311亿美元,合计1712亿美元,环比、同比均保持较快增长势头。此外,鉴于二季度AI产业链持仓较重,市场近期调整,出现高低切迹象,建议关注低估值、高股息标的。","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":"http://www.zhitongcaijing.com/content/detail/1475530.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CGVV","MADE","PY","BK0276","VIS","FRTY","ABEQ","BK4588","TRUI","PJFM","PSCI","UXI","601066","DVIN","FTDS","BK4585","XLII","IYJ","QUSA","FIDU","EASY","PRIZ","REGS","159207","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656300963","title":"8000億資本開支不是頂?高盛:少算了非美及私募投資,今年AI實際投資有望超過1萬億","url":"https://stock-news.laohu8.com/highlight/detail?id=2656300963","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656300963?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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":"sh","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":["FRTY","IYJ","BK4585","BK4588","MADE","DVIN","AGIX","XLIX","REGS","PSCI","AIPO","TRUI","QTOC","UXI","VTHR","XLII","ARTY","CHAT","PJFM","FIDU","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656303764","title":"牛市行情擴散,背後核心誘因只有一個","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_tw&edition=fundamental","pubTime":"2026-08-04 01:10","pubTimestamp":1785777000,"startTime":"0","endTime":"0","summary":"市场担忧头部科技企业开支过度,并且这类高额投入还将持续、持续拖累现金流,促使股市行情明显扩散至更多板块。奥本海默提到,一个标志性现象出现:自 2009 年以来,等权重标普 500 指数首次跑赢市值加权标普 500 指数,超额收益超过 7.3%。公司并未披露任何 2027 年资本开支详细预期。Alphabet 二季度资本开支达到 449 亿美元,略高于华尔街预期的 447 亿美元。","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/usstock/c/2026-08-04/doc-inimamwc5730038.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":["SCOW","CAFG","IYJ","XLIX","BK4588","BK4585","MADE","REGS","VIS","UXI","PSCI","FIDU","SFLO","ABLS","PJFM","XLII","TRUI","FRTY","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656717243","title":"8000億資本開支不是頂?高盛:少算了非美及私募投資,今年AI實際投資有望超過1萬億","url":"https://stock-news.laohu8.com/highlight/detail?id=2656717243","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656717243?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 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":"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://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":["AIPO","UXI","AGIX","BK4585","BK4588","REGS","IYJ","VIS","FRTY","MADE","DVIN","FIDU","XLII","CHAT","PJFM","ARTY","TRUI","QTOC","XLIX","VTHR","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656374620","title":"8000億資本開支不是頂?高盛:少算了非美及私募投資,今年AI實際投資有望超過1萬億","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_tw&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":"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://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":["ARTY","FRTY","PJFM","AGIX","REGS","TRUI","MADE","XLII","PSCI","VTHR","AIPO","QTOC","DVIN","FIDU","UXI","BK4588","BK4585","VIS","CHAT","IYJ","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656334431","title":"去槓桿衝擊之下,算力核心邏輯變了嗎?","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_tw&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":"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://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":["DVIN","FRTY","ARTY","DRAL","IYJ","PSCI","AGIX","AIPO","VTHR","EDZ","HBMX","MADE","BK4588","QTOC","REGS","XLII","UXI","PJFM","DISK","CHAT","XLIX","DRAM","TRUI","FIDU","DRMY","BK4585","DRMP","VIS"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656139701","title":"美股這個財報季盈利增長「超預期」,科技巨頭「資本開支與AI回報」雙漲","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_tw&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":"hk","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":["SSO","VIS","QQQX","GPIQ","DDM","CHAT","QLD","APRP","TRUI","SPYQ","AINT","MADE","VTHR","SPXU","IVV","DXD","03086",".DJI","ARTY","QID","DVIN","PSQ","SDS","XMAG","REGS","SMAX","SH","QQQM",".SPX","SPXS","TQQQ","QIDX","MMAX","TQQY","QQQ","UPRO","NOCT","PJFM","UXI","VOO","SPUU","DIA","XLIX","DMAX","NJUL","IYJ","07522","HIBL","QTOC","NAPR","SQQQ","QDEC","NJAN","XLII","03034","AFLG","QMAR","SPDN","SPY","DOG","NDX","PSCI","YSPY","SPYM","FRTY",".IXIC","02834","UDOW","FIDU","AGIX","AIPO","SPYH","07266","07568","SPYU","09834","03455","09086","SPXL","07261","SDOW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655358846","title":"美股科技巨頭財報季留下的懸念:「資本開支」與「AI收入」都在增長,誰會贏得敍事?","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_tw&edition=fundamental","pubTime":"2026-07-31 16:20","pubTimestamp":1785486017,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元,同比暴增78%。钱花出去了,赚回来多少?AWS 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":["XLII","GOOW","XLIX","MSFW","VIS","MSFU","FBYY","PSCI","VTHR","GOOY","META","AMZU","REGS","FIDU","APRP","AINT","AZYY","GOOX","IYJ","METU","MSFY","UXI","GOOGL","PJFM","FBL","DVIN","MSFD","XMAG","AMZN","GGLL","GOOP","GOU","AMZP","METW","FBY","AMZZ","TRUI","AGIX","MSFT","MSFX","MSFO","MADE","CHAT","QIDX","AMZD","AFLG","AMZY","FRTY","METD","GGLS","QTOC","AMZW","MSFL","GOOG","ARTY","AIPO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655435355","title":"科技巨頭財報季留下的懸念:「資本開支」與「AI收入」都在增長,誰會贏得敍事?","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_tw&edition=fundamental","pubTime":"2026-07-31 15:13","pubTimestamp":1785481980,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元,同比暴增78%。钱花出去了,赚回来多少?","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1474541.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":"highlight_zhitongcaijin","symbols":["TRUI","VIS","IYJ","XMAG","PJFM","FRTY","AIPO","QTOC","AFLG","XLII","FIDU","UXI","REGS","VTHR","AGIX","AINT","ARTY","DVIN","QIDX","PSCI","MADE","XLIX","APRP","CHAT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":5,"totalSize":186,"code":"91000000","status":"200"}]}}