美股詳情

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北美軟件ETF-iShares

84.99

-0.7500-0.87%

盤後：84.44-0.5500-0.65%19:59 EDT

成交量：3,245.76萬

成交額：27.93億

市值：100.20億

市盈率：-13.54

高：86.94

開：85.59

低：84.97

收：85.74

52周最高：117.99

52周最低：76.26

股本：1.18億

流通股本：1.18億

量比：0.98

換手率：27.53%

股息：- -

股息率：- -

每股收益(TTM):-6.2762

每股收益(LYR):-6.2762

淨資產收益率：-10.29%

總資產收益率：0.01%

市淨率：1.02

市盈率(LYR):-13.54

資料載入中...

總覽公司新聞資訊公告

軟件業「AI顛覆論」降温？空頭頭寸創17年新高後，對沖基金開始「報復性買入」

今晚CPI淪為「行情的審判」？三大陣營給出截然相反的押注方向

老虎资讯综合

GPU時代落幕？硅谷巨頭集體「叛逃」，英偉達1500億瘋狂自救

博通績後獲華爾街看好：AI算力需求前景強勁，收入破千億美元預期或仍「太保守」

谷歌應用商店抽成比例大幅下調50%，「蘋果税」何時能降？

科技板塊輪動再度轉向軟件領域

亞馬遜AWS推出醫療AI工具，進軍醫療辦公場景以拓展雲業務版圖

美股AI應用軟件股集體上揚！MongoDB升逾7%，Figma、多鄰國升逾6%

老虎资讯综合

英偉達75%毛利率能否持續？關鍵看台積電議價權

华尔街见闻

全球市場-石油回落，加密貨幣反彈，歐美股市上漲

全球市場-石油回落，加密貨幣反彈，歐美股市上漲

美股AI應用軟件股集體上揚！Applovin升逾6%，Datadog升逾5%

老虎资讯综合

博通財報前瞻：AI收入或接近翻倍，但強勁業績未必能拯救股價

华尔街见闻

業績及指引超預期彰顯AI順風！CrowdStrike獲大行分析師積極評級

「AI恐懼之牆」擋道，博通今夜財報再好也是跌？

風險外溢下的風格切換：AI硬件出清，軟件重估？

美股研究社

美股本輪財報季最大關鍵詞——AI焦慮

华尔街见闻

AI恐慌壓頂！當「AI顛覆一切」重創軟件股，華爾街不再堅信「回購信仰」

GitLab Q4營收增23%至2.6億美元超預期，因預訂增速不匹配拖累業績指引，股價盤後重挫超8%

老虎资讯综合

Palantir在暴跌38%後重回華爾街買入名單

老虎资讯综合

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19:06","pubTimestamp":1772795182,"startTime":"0","endTime":"0","summary":"OpenAI嫌英伟达太慢，Anthropic砸1486亿投奔TPU，老黄被迫200亿天价收购「叛徒」自救。财报发布当晚，英伟达盘后一度涨超4%。划重点：TPU v7在同等算力输出下功耗仅为英伟达B200的40%至50%。十年磨一剑「TPU之父」要造下一代AI芯片2025年底，英伟达斥资200亿美元，拿下AI芯片创企Groq的核心技术和团队。数据显示，在相同推理任务中，Groq芯片首token延迟比谷歌TPU 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15:52","pubTimestamp":1772783531,"startTime":"0","endTime":"0","summary":"移动应用市场竞争格局的一次重大转型。","market":"us","thumbnail":"https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","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":["IGV","GOOG","GOOGL"],"gpt_icon":0},{"id":"1153633210","title":"科技板塊輪動再度轉向軟件領域","url":"https://stock-news.laohu8.com/highlight/detail?id=1153633210","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153633210?lang=zh_tw&edition=fundamental","pubTime":"2026-03-06 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26","title":"亞馬遜AWS推出醫療AI工具，進軍醫療辦公場景以拓展雲業務版圖","url":"https://stock-news.laohu8.com/highlight/detail?id=2617482526","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617482526?lang=zh_tw&edition=fundamental","pubTime":"2026-03-05 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Illing表示，医疗行业目前正被复杂的行政流程所困扰。即便AWS近年来推出多款AI办公软件，公司仍逐步关闭了视频会议和文件共享等部分办公产品。亚马逊此举不仅有助于扩大AWS在医疗领域的影响力，也反映出科技公司正试图通过AI技术重塑医疗服务体系的运作方式。","market":"us","thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"4c888b585745e557b037d61787458084","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1410711.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"亚马逊AWS推出医疗AI工具，进军医疗办公场景以拓展云业务版图","news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1839511570.USD","IGV","LU2236285917.USD","LU0154236417.USD","LU0061474960.USD","LU0130103400.USD","LU0353189763.USD","IE00B775SV38.USD","IE00B4YYXB79.USD","LU0466842654.USD","LU0823421333.USD","LU2265009873.SGD","LU1720051017.SGD","IE00B5949003.HKD","LU2756315318.SGD","LU1880398554.USD","LU0345770993.USD","LU0265550946.USD","BK4554","LU0642271901.SGD","BK4533","LU0289960550.SGD","LU0985320562.USD","LU0889565833.HKD","LU0080751232.USD","IE00B7KXQ091.USD","LU0070302665.USD","LU1119994496.HKD","LU2023250330.USD","LU2125154778.USD","LU1153585028.USD","LU2746668461.USD","BK4220","IE00B1XK9C88.USD","BK4527","LU2552382132.HKD","LU0345774391.USD","LU2097829019.USD","LU1267930730.SGD","LU2357305700.SGD","LU2317271919.USD","LU1084165304.USD","IE00BJTD4V19.USD","LU0175139822.USD","LU1823568750.SGD","LU1551013425.SGD","LU0965509101.SGD","LU0957791311.USD","BK4532","SG9999017495.SGD","IE00B19Z8X17.USD","IE0004445015.USD","LU1674673428.USD","LU0215105999.USD","LU0708995401.HKD","LU0320765059.SGD","LU0823421416.USD","LU0198837287.USD","LU2023251221.USD","GB00BDT5M118.USD","IE00BMPRXR70.SGD","LU0786609619.USD","LU1066051811.HKD","LU1069344957.HKD","LU2602419157.SGD","IE00B3S45H60.SGD","LU2860962120.EUR","IE00BFSS8Q28.SGD","LU1066051225.USD","LU1934455194.USD","LU0724617625.USD","LU0256863811.USD","LU0348723411.USD","IE00BMPRXQ63.HKD","LU2471134796.USD","LU0211328371.USD","LU1691799644.USD","LU0788109477.HKD","LU2023250504.SGD","LU0965508806.USD","LU2461242641.AUD","LU1037948897.HKD","LU2471134952.CNY","LU0234570918.USD","LU2065170008.USD","LU1804176565.USD","LU0302445910.USD","BK4559","LU1244550577.SGD","AMZN","LU0208291251.USD","LU1551013342.USD","LU1815333072.USD","IE0034235303.USD","LU0234572021.USD","LU2211817866.USD","LU1074936037.SGD","LU0097036916.USD","LU2211815571.USD","LU2417539215.USD","LU2543165471.USD","LU0170899867.USD","LU1852331112.SGD","BK4588","LU1323610961.USD","IE00B19Z3B42.SGD","LU2360032135.SGD","LU0648000940.SGD","LU1778281490.HKD","LU2089284900.SGD","LU1914381329.SGD","LU2420271590.USD","LU0109391861.USD","IE00B19Z9505.USD","LU1935042215.USD","SGXZ99366536.SGD","LU1127390331.HKD","LU1861559042.SGD","LU0390134368.USD","LU2764263203.CNY","LU2452424414.USD","LU1935042991.SGD","BK4524","IE00B5TLWC47.USD","SG9999018857.SGD","BK4550","IE00BKDWB100.SGD","LU0672654240.SGD","LU1116320901.HKD","IE0009356076.USD","LU0238689110.USD","LU0265550359.USD","LU0787776722.HKD","LU0823411888.USD","LU2087621335.USD","LU1244550221.USD","LU1718418525.SGD","LU0029864427.USD","LU0820562030.AUD","LU2756315664.SGD","IE000ITXATA3.USD","IE0003U64NQ7.SGD","SG9999014906.USD","LU0061474705.USD","LU0708994859.HKD","BK4585","BK4604","SG9999015986.USD","LU0964807845.USD","LU2125154935.USD","LU2552382058.USD","IE00BQXX3F31.USD","SGXZ81514606.USD","IE00BKVL7J92.USD","BK4534","LU0096362180.USD","LU0965509283.SGD","LU2764263039.SGD","LU2106854487.HKD","SG9999015978.USD","IE00BJTD4N35.SGD","LU2361044949.HKD","LU0640476718.USD","LU1917777945.USD","SG9999014898.SGD","LU0354030438.USD","LU0149725797.USD","IE0004091025.USD","LU1116320737.USD","USAW.SI","LU0011850046.USD","LU2326559502.SGD","LU1629891620.HKD","IE00B4JS1V06.HKD","LU2750360997.AUD","LU1633808545.USD","LU2242649171.HKD","LU0251132253.USD","LU2361045086.USD","LU0210533765.USD","LU2746668974.SGD","IE00BMPRXN33.USD","LU2083900584.USD","HK0000914686.HKD","AMZY","BK4535","LU2381873111.SGD","IE00BJLML261.HKD","LU1429558221.USD","AMZP","LU2237957902.USD","LU1868836757.USD","LU0345769128.USD","LU1066053197.SGD","IE0005OL40V9.USD","LU0965509010.AUD","LU1267930490.SGD","LU2764262908.HKD","LU1496350171.SGD","LU1366192091.USD","LU1989764748.USD","IE000W1ABFV2.USD","LU0210536198.USD","LU0683600562.USD","LU0943347566.SGD","LU2092627202.USD","AMZZ","BK4561","IE00BWXC8680.SGD","LU2430703178.SGD","LU0072461881.USD","LU0342679015.USD","LU1435385759.SGD","LU0162691827.USD","AMZD","LU0345769631.USD","BK4566","AMZU","LU0823434583.USD","LU2403377893.USD","LU0861579265.USD","LU2111349929.HKD","BK4598","LU0130102774.USD","LU1201861165.SGD","SG9999015952.SGD","BK4548","LU1066051498.USD","IE00B1BXHZ80.USD","LU2247934214.USD","IE00BQXX3D17.EUR","LU0312595415.SGD","LU2168564149.EUR","LU1316542783.SGD","IE00B19Z3581.USD","LU106413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14:51","pubTimestamp":1772693503,"startTime":"0","endTime":"0","summary":"分析认为，英伟达75%的高毛利支撑其估值，但核心风险在于对台积电先进制程的深度依赖。台积电掌握稀缺产能与定价权，是不可替代的制造瓶颈。若台积电要求重新分配利润，英伟达利润率每波动1%将影响20亿美元利润，成为动摇估值的隐忧。","market":"us","thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766790","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"a84bc50092878b50f209b058b39cd6ee","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766790","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":["LU1951198990.SGD","LU1923622614.USD","LU0109391861.USD","LU2403377893.USD","LU2506951792.HKD","2NVD.UK","LU0572939691.SGD","LU2242649171.HKD","LU2326559502.SGD","LU1023057109.AUD","LU1035775433.USD","TSMG","LU1992135399.USD","BK4579","LU1400636574.HKD","LU2452424414.USD","LU1815333072.USD","LU0347712357.USD","LU2750360997.AUD","LU0792757196.USD","LU1064131342.USD","TSMU","LU2360032135.SGD","LU2471134523.USD","BK4550","LU2063271972.USD","NVDY","LU1066051498.USD","LU2543165471.USD","LU0096364046.USD","LU1548497426.USD","LU0640476718.USD","LU2505996509.AUD","LU0882747503.HKD","IE00B1BXHZ80.USD","LU1868836757.USD","LU1988902786.USD","LU1153585028.USD","LU2237957811.SGD","LU2552382132.HKD","LU0488056044.USD","LU1791710582.SGD","SGXZ51526630.SGD","LU1242518857.USD","LU0444971666.USD","SG9999018857.SGD","NVD","SG9999017495.SGD","IE0004086264.USD","LU1868836914.USD","SG9999015978.USD","LU1718418525.SGD","LU0056508442.USD","LU2028103732.USD","LU0310799852.SGD","LU2746668974.SGD","LU1934455194.USD","LU0320765059.SGD","LU2168564149.EUR","LU0211328371.USD","LU1116320901.HKD","LU2361044949.HKD","LU0198837287.USD","LU2322448791.USD","LU1282649810.SGD","LU2065170008.USD","IE0001KFT4U8.USD","BK4512","LU2471134796.USD","BK4592","LU2236285917.USD","IE00B19Z8W00.USD","LU0823421416.USD","LU2381873111.SGD","LU0109392836.USD","LU1267930813.SGD","LU0203201768.USD","LU1917777945.USD","HK0000914660.USD","IE00BMPRXQ63.HKD","LU2092937221.SGD","IE00BK4W5M84.HKD","LU2054465674.USD","SG9999014880.SGD","SG9999004303.SGD","LU1496350502.SGD","LU2463028550.USD","LU2089284900.SGD","IE000W1ABFV2.USD","LU2361045086.USD","LU0097036916.USD","LU2322448957.HKD","LU0256863811.USD","LU1366333091.USD","LU2237957902.USD","LU0106261372.USD","IE000YTNTUN2.SGD","SG9999014575.USD","SG9999014559.SGD","SG9999014906.USD","LU1699723380.USD","BK4567","LU0957808578.USD","LU0683600562.USD","LU1861215975.USD","LU0868494708.USD","NVD3.UK","LU1280957306.USD","IE00B1XK9C88.USD","LU0889566641.SGD","LU2249611893.SGD","LU0878005551.USD","NVII","LU0211327993.USD","IE00BFSS8Q28.SGD","LU0342679015.USD","LU0541502299.USD","LU0256863902.USD","IE00BJTD4V19.USD","LU0689626769.HKD","SG9999015945.SGD","LU2041044095.USD","LU0011850046.USD","LU1934455277.USD","LU1852331112.SGD","BK4505","LU1814569148.SGD","NVDS.UK","LU0786609619.USD","SNVD.UK","LU1066053197.SGD","LU0572940350.SGD","LU1974910355.USD","LU1868837300.USD","LU1923623000.USD","LU1935042488.USD","LU2265009873.SGD","LU1868837722.USD","GB00BDT5M118.USD","LU1282649067.USD","IE00B3M56506.USD","03145","IE0004445015.USD","IE00B775SV38.USD","LU2133065610.SGD","LU2471134879.HKD","LU0345768740.USD","LU2456880835.USD","LU2491049909.HKD","LU1674673428.USD","LU2272731782.SGD","LU0417517546.SGD","LU1720051108.HKD","3NVD.UK","BK4554","LU0965508806.USD","LU0072462426.USD","BK4598","IE0004091025.USD","LU2663582299.SGD","BK4551","LU2756315664.SGD","LU1914381329.SGD","LU1084165304.USD","LU2242650005.HKD","LU2211815571.USD","LU1989764748.USD","LU0979878070.USD","LU2413666699.HKD","LU2092627202.USD","LU0820561818.USD","IE00BZ199S13.USD","TSMY","IE00BQXX3F31.USD","LU0868494617.USD","IE00BZ1G4Q59.USD","LU0359201885.HKD","LU0029864427.USD","LU0124676726.USD","LU2420271590.USD","LU0057025933.USD","LU0081259029.USD","LU0154236417.USD","LU0942090050.USD","LU2461242641.AUD","LU1868836591.USD","LU2552382215.SGD","LU1839511570.USD","LU2023251221.USD","BK4608","LU1037948897.HKD","LU1127390331.HKD","IE00BKVL7J92.USD","IE0034235188.USD","LU1674673691.USD","BK4587","LU2750360641.GBP","LU1633808545.USD","LU1623119135.USD","LU0708994859.HKD","LU0823414478.USD","LU1267930573.SGD","LU2462157665.USD","LU1815336760.USD","LU0175139822.USD","NVDU","LU2491050071.SGD","IE0009G5SDU7.USD","LU0384037296.USD","LU1066051811.HKD","LU0348723411.USD","LU2592432038.USD","LU0276348264.USD","LU2294711713.HKD","LU0354030511.USD","LU0128525929.USD","IE0034235303.USD","IE000ITXATA3.USD","LU1992135472.HKD","LU0077335932.USD","LU0265550359.USD","LU2430703178.SGD","LU2125909759.SGD","LU2237443549.SGD","LU2087625088.SGD","TSM","LU1868837136.USD","BK4533","IE00BJJMRY28.SGD","BK4543","LU0061475181.USD","LU1242518931.SGD","NVI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01:46","pubTimestamp":1772646409,"startTime":"0","endTime":"0","summary":"全球市场-石油回落，加密货币反弹，欧美股市上涨美股早盘更新价格韩国股市下跌，日本和台湾股市也下滑黄金在周二暴跌后反弹华尔街股市追随欧股涨势 石油期货小幅下跌 Sinéad Carew/Alun John. 路透纽约/伦敦3月4日 - 在亚洲市场大幅下挫之后，美国和欧洲股市周三上涨，原因是油价在连续两天大幅反弹后有所回落，加密货币的跳涨鼓舞了投资者，即使他们在谨慎地关注中东战争 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01:46","pubTimestamp":1772646409,"startTime":"0","endTime":"0","summary":"全球市场-石油回落，加密货币反弹，欧美股市上涨美股早盘更新价格韩国股市下跌，日本和台湾股市也下滑黄金在周二暴跌后反弹华尔街股市追随欧股涨势 石油期货小幅下跌 Sinéad Carew/Alun John. 路透纽约/伦敦3月4日 - 在亚洲市场大幅下挫之后，美国和欧洲股市周三上涨，原因是油价在连续两天大幅反弹后有所回落，加密货币的跳涨鼓舞了投资者，即使他们在谨慎地关注中东战争 。美国期金GCc1上涨0.7%，至每盎司5,143.00美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"838ce8e031ffda7c31bd9bfcf4fff1f3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260304:nL4T3ZS1QQ:1","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":["BK4585","IGV","BK4588"],"gpt_icon":0},{"id":"1182590539","title":"美股AI應用軟件股集體上揚！Applovin升逾6%，Datadog升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182590539","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182590539?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 23:02","pubTimestamp":1772636551,"startTime":"0","endTime":"0","summary":"3月4日，美股AI应用软件股集体上扬，$Applovin(APP)$涨超6%，$Datadog(DDOG)$涨超5%，$Shopify(SHOP)$涨超4%，$Palantir(PLTR)$涨超3%，$Snowflake(SNOW)$涨近2%。","market":"us","thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a773232f0585cca50555b41405728365","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["RWM","BK4588","LU1548497426.USD","TZA","BK4561","LU2357305700.SGD","BK4613","BK4585","LU1720051017.SGD","BK4528","IGV","IWO","TWM","BK4535","BK4551","BK4607","LU1988902786.USD","IWM","MNQmain","UWM","LU1064131342.USD","BK4581","VT","DOGD","BK4534","SRTY","BK4023","TNA","LU2264538146.SGD","DDOG","LU2286300806.USD","LU2148611432.USD","BK4548","BK4550","LU1720051108.HKD","IWN"],"gpt_icon":0},{"id":"2616559181","title":"博通財報前瞻：AI收入或接近翻倍，但強勁業績未必能拯救股價","url":"https://stock-news.laohu8.com/highlight/detail?id=2616559181","media":"华尔街见闻","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616559181?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 22:49","pubTimestamp":1772635745,"startTime":"0","endTime":"0","summary":"华尔街预计博通周三盘后将交出强劲财报，分析师预计第一财季营收约193亿美元、AI相关收入接近翻倍。投资者将重点关注AI订单积压规模、谷歌TPU芯片进展以及软件业务前景，以判断公司在AI浪潮中的增长持续性。但分析师认为，在市场对AI投资可持续性的担忧下，即使业绩超预期，也未必足以扭转股价自去年12月高点以来的下跌趋势。","market":"sg","thumbnail":"https://static.tigerbbs.com/20f0237e0b7c8727bdaaadeb62e60bda","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/20f0237e0b7c8727bdaaadeb62e60bda"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766739","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766739","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4581","LU0553294199.USD","IE00B7KXQ091.USD","LU0719512351.SGD","LU0965509010.AUD","LU2125154935.USD","SG9999002232.USD","LU0912757837.SGD","LU0985320562.USD","BK4585","LU1145028129.USD","LU0187121727.USD","LU0109392836.USD","IE00BKVL7J92.USD","LU1153585028.USD","SGXZ51526630.SGD","IE00BVYPNQ40.USD","LU0170899867.USD","LU0820562030.AUD","LU0048584097.USD","LU2272731782.SGD","BK4141","IE00B4JS1V06.HKD","LU1551013425.SGD","SGXZ23171101.USD","LU0079474960.USD","IE0005OL40V9.USD","LU2322448791.USD","BK4598","LU2168564065.EUR","SG9999015952.SGD","LU2602419157.SGD","LU2213496289.HKD","LU0466842654.USD","LU1623119135.USD","IE00BLSP4452.SGD","LU0861579265.USD","LU1917777945.USD","LU0787776722.HKD","AVGX","LU1244550221.USD","LU0289739343.SGD","LU0109391861.USD","LU1935043536.SGD","AVGG","LU0345770308.USD","LU1035775433.USD","IE00BZ9MQY76.HKD","LU0215105999.USD","LU1815336760.USD","LU0289961442.SGD","LU1037948897.HKD","LU2473716301.USD","LU2756315664.SGD","IE00BWXC8680.SGD","IE00BK4W5L77.USD","LU2237443549.SGD","BK4612","LU0353189763.USD","IE00B3S45H60.SGD","LU2355687059.USD","LU2168564495.EUR","LU2087625088.SGD","LU2237443622.USD","IE00BVYPNP33.GBP","LU0738911758.USD","LU2746668461.USD","LU2272731600.USD","LU2764262908.HKD","LU2211814178.USD","LU0238689110.USD","LU1127390331.HKD","LU0056508442.USD","LU1069344957.HKD","LU2403377893.USD","LU1992135399.USD","SG9999002224.SGD","AVGU","LU2347655156.SGD","LU0323591593.USD","IE00BKPKM429.USD","LU2286300806.USD","LU0061475181.USD","LU0868494708.USD","LU2360108059.USD","LU1934455277.USD","SG9999011175.SGD","LU0082616367.USD","LU0965509283.SGD","LU2237957811.SGD","LU2242649171.HKD","LU2054465674.USD","LU2931357623.SGD","LU0708995401.HKD","LU2065171311.SGD","LU2125154778.USD","LU1814569148.SGD","IE00B894F039.SGD","LU2041044095.USD","LU0661504455.SGD","LU2023250843.SGD","LU2764263203.CNY","LU1935042488.USD","LU0786609619.USD","LU2237438978.USD","LU2430703251.USD","LU1778281490.HKD","IE00BN29S564.USD","IE00BJLML261.HKD","LU0795875086.SGD","LU0345769128.USD","LU0444971666.USD","LU1732800096.USD","IE00BVYPNW00.USD","LU2237443895.HKD","LU1720051017.SGD","BK4605","LU2168564222.USD","LU2746668974.SGD","LU2361044949.HKD","LU2106854487.HKD","LU2361045086.USD","LU0354030438.USD","LU2347655073.USD","SG9999003800.SGD","LU2023250330.USD","LU2750360641.GBP","LU1868837300.USD","LU1232071149.USD","LU1992135472.HKD","LU1988902786.USD","LU2063271972.USD","LU0061474960.USD","LU2750360997.AUD","LU2505996681.GBP","LU0124676726.USD","LU0316494557.USD","LU0274383776.USD","LU1642822529.SGD","LU2272731865.HKD","IE00BMCWC346.EUR","LU2083900584.USD","LU2279689827.SGD","LU0784385170.HKD","LU0006306889.USD","LU2471134879.HKD","LU2168563687.JPY","IE0034235303.USD","LU2089985449.USD","BK4512","LU2430703095.HKD","IE00BJTD4V19.USD","LU2065169927.USD","LU1935043023.USD","LU1868836914.USD","IE00B3PB1722.GBP","LU0672654240.SGD","LU2237443978.SGD","SG9999001440.SGD","AVGW","IE00BMPRXN33.USD","LU1914381329.SGD","LU0096364046.USD","LU2092937221.SGD","LU2417539215.USD","IE00BDGV0183.EUR","LU0203201768.USD","LU2242650005.HKD","IE00B5949003.HKD","LU0889565833.HKD","IE00BMPRXQ63.HKD","LU1301847155.USD","LU1670628061.USD","LU0198837287.USD","LU0011850046.USD","LU0345769631.USD","LU1323610961.USD","LU1267930730.SGD","LU0949170772.SGD","LU1691799644.USD","LU0320765646.SGD","LU0511384066.AUD","LU1366333091.USD","SG9999015986.USD","IE00B19Z9P08.USD","IE00B775H168.HKD","LU0096362180.USD","LU2108987350.USD","LU0472753341.HKD","BK4588","LU0225283273.USD","IE00BBT3K403.USD","LU0081259029.USD","LU1803068979.SGD","SG9999004303.SGD","SG9999001424.SGD","LU1548497426.USD","LU2361044865.SGD","IE00BFSS7M15.SGD","LU0348723411.USD","LU0157215616.USD","LU0683600562.USD","LU1162221912.USD","LU2462157665.USD","LU0345768153.USD","IE00B42XCP33.USD","LU2505996509.AUD","LU0689626769.HKD","LU0784383803.USD","IE0009356076.USD","LU0320765059.SGD","IE00BK4W5M84.HKD","LU0795875169.SGD","LU1868837136.USD","LU0057025933.USD","LU2264538146.SGD","IE00B1BXHZ80.USD","LU2298321311.HKD","LU1935042215.USD","IE00BKDWB100.SGD","LU2237443382.USD","BK4566","IE00BJTD4N35.SG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21:20","pubTimestamp":1772630436,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，博通将在北京时间周四晨间公布最新季度业绩。尽管这些担忧未来可能会成为现实，但博通目前看起来形势稳健。回顾一下英伟达上周发布财报后的股价走势。博通股价在去年12月发布财报后大幅下跌，跌幅超过11%，创下近一年来最差表现。该公司持有博通的股份。博通股价近期的抛售潮确实使其价格有所下降。然而，其股价可能仍有下跌空间。","market":"sh","thumbnail":"https://static.tigerbbs.com/20f0237e0b7c8727bdaaadeb62e60bda","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/20f0237e0b7c8727bdaaadeb62e60bda"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"fd4d94eb172af33fdb8a4f290474230b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1410161.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00B1XK9C88.USD","LU0795875086.SGD","LU0965508806.USD","LU2430703251.USD","LU0545039389.USD","LU0345769128.USD","LU2279689827.SGD","SG9999003800.SGD","LU0472753341.HKD","LU2237443382.USD","IE00BWXC8680.SGD","LU0198837287.USD","LU0210536198.USD","IE00BGHQDM52.EUR","IE00BVYPNP33.GBP","LU0444973449.USD","LU0048584097.USD","LU2211814178.USD","LU1935042991.SGD","LU1003077747.HKD","IE00B1BXHZ80.USD","LU1037948897.HKD","IE00B19Z9P08.USD","LU1642822529.SGD","IE00B894F039.SGD","IE00BJJMRY28.SGD","SGXZ23171101.USD","LU1301847155.USD","LU2360032135.SGD","SGXZ81514606.USD","LU0238689110.USD","LU1069344957.HKD","LU0985320562.USD","LU2023250504.SGD","LU2347655156.SGD","LU2083900584.USD","LU2487616109.SGD","IE00BN29S564.USD","LU0719512351.SGD","LU2746668974.SGD","LU0957808578.USD","SGXZ99366536.SGD","IE00BVYPNQ40.USD","LU2360108059.USD","AVL","LU0081259029.USD","LU0057025933.USD","LU1720051108.HKD","IE0005OL40V9.USD","LU1914381329.SGD","BK4566","LU1629891620.HKD","LU1992135399.USD","LU1551013342.USD","LU1162221912.USD","LU0943347566.SGD","LU0683600562.USD","IE00B42XCP33.USD","LU2505996681.GBP","LU2272731600.USD","LU1732799900.SGD","LU0354030511.USD","LU0354030438.USD","LU0061475181.USD","LU0256863811.USD","LU2347655073.USD","IE00BJJMRX11.SGD","LU0787776722.HKD","LU0889565833.HKD","LU1316542783.SGD","IE0001KFT4U8.USD","LU1868836914.USD","LU0096364046.USD","LU2237957811.SGD","LU0965509010.AUD","LU1868836757.USD","IE00BN8TJ469.HKD","LU0061474960.USD","LU0511384066.AUD","LU1917777945.USD","LU2471134952.CNY","LU0784385170.HKD","LU1852331112.SGD","LU0553294199.USD","LU0187121727.USD","IE00B19Z9Z06.USD","LU0965509283.SGD","LU1145028129.USD","LU0320765646.SGD","IE00BJTD4N35.SGD","LU0053666078.USD","LU1244550221.USD","AVGX","LU0056508442.USD","LU0708995401.HKD","LU0861579265.USD","LU1280957306.USD","LU1868836591.USD","AVGU","LU2168564149.EUR","LU1989764664.SGD","IE00BKVL7J92.USD","LU2265009873.SGD","LU2237443549.SGD","IE00B3PB1722.GBP","BK4585","LU1244550494.USD","LU2458330169.SGD","LU0109391861.USD","LU1267930730.SGD","IE0009356076.USD","LU1804176565.USD","IE00B5949003.HKD","LU0289739343.SGD","SG9999015986.USD","LU0640476718.USD","LU2237957902.USD","SG9999001424.SGD","LU2543165471.USD","LU0672654240.SGD","LU0823434740.USD","IGV","LU0320765059.SGD","LU2720916845.USD","IE00BDGV0183.EUR","LU2237443465.HKD","LU0234572021.USD","LU0323591593.USD","IE0004445015.USD","LU2473716301.USD","LU2092937221.SGD","LU0949170772.SGD","LU2471134879.HKD","LU0784384876.USD","IE00B775SV38.USD","BK4512","LU0784383803.USD","BK4575","LU2211815571.USD","LU1244550577.SGD","LU2420271590.USD","BK4588","LU0444971666.USD","IE00BQXX3F31.USD","LU0912757837.SGD","LU2286300806.USD","LU0080751232.USD","LU2756315318.SGD","LU1691799644.USD","LU0868494708.USD","BK4581","LU2168564495.EUR","LU1551013425.SGD","LU2458330243.SGD","LU2471134796.USD","LU0082616367.USD","LU2417539215.USD","LU0795875169.SGD","LU1037948541.HKD","LU2236285917.USD","BK4141","LU0345770308.USD","LU1064131342.USD","LU2602419157.SGD","LU1153585028.USD","LU1992135472.HKD","SG9999002232.USD","AVGG","LU0466842654.USD","LU1674673691.USD","LU2237443622.USD","LU1670627923.USD","LU1623119135.USD","SG9999004303.SGD","LU2250418816.HKD","IE00BMCWC346.EUR","LU1670710588.SGD","LU1815333072.USD","LU2054465674.USD","LU0964807845.USD","LU0234570918.USD","IE00BVYPNW00.USD","LU0820561909.HKD","LU2242650005.HKD","LU0949170426.SGD","LU1323610961.USD","BK4543","IE00BGHQF631.EUR","LU0203347892.USD","LU1548497426.USD","LU1868837300.USD","LU2592432038.USD","LU1814569148.SGD","LU0642271901.SGD","LU2247934214.USD","IE00BFSS7M15.SGD","LU0476273544.USD","BK4515","AVGO","LU2244417387.USD","LU2764263203.CNY","IE0034235303.USD","LU0079474960.USD","LU2242649171.HKD","IE00BJTD4V19.USD","SG9999011175.SGD","LU0127658192.USD","LU2360106780.USD","LU0215105999.USD","IE00BKPKM429.USD","LU1815336760.USD","LU0210533765.USD","LU0784385840.USD","LU2272731865.HKD","LU0979878070.USD","LU0124676726.USD","LU2065169927.USD","LU0345768153.USD","LU2023250330.USD","LU2764263039.SGD","LU2125154778.USD","IE00BJLML261.HKD","LU0256863902.USD","LU2108987350.USD","IE00B7KXQ091.USD","LU2237438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19:35","pubTimestamp":1772624143,"startTime":"0","endTime":"0","summary":"然而，在这场看似无差别的风险释放中，一个极具意味的分化现象正在上演：曾经被视为“时代红利”的 AI 硬件基础设施链条遭遇重挫，而此前长期被边缘化的软件 SaaS 板块却逆势走强。然而，风水轮流转，当硬件的确定性受到质疑时，软件的优势便凸显出来。当前市场传递的信号非常明确：资本正在从\"AI 算力的想象力”撤出部分仓位，转向“盈利改善与现金流确定性”。硬件的下跌，是对过度透支未来","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["IGV","NVDA"],"gpt_icon":1},{"id":"2616383825","title":"美股本輪財報季最大關鍵詞——AI焦慮","url":"https://stock-news.laohu8.com/highlight/detail?id=2616383825","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616383825?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 17:30","pubTimestamp":1772616623,"startTime":"0","endTime":"0","summary":"高盛认为，本轮美股财报季呈现企业基本面强劲与“AI焦虑”严重背离的特征。市场定价被AI叙事主导，核心聚焦三大现象：一是AI生产力讨论热烈但量化落地极少；二是AI引发就业冲击隐忧，部分企业克制招聘；三是科技巨头AI资本开支预期爆炸式增长。此外，K型经济分化担忧实被夸大。","market":"us","thumbnail":"https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766703","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766703","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":null,"symbols":["BK4534","IWN","SRTY","BK4550","BK4581","BK4585","TNA","UWM","IWO","RWM","BK4588","MNQmain","GS","IGV","BK4535","TZA","TWM"],"gpt_icon":1},{"id":"2616817745","title":"AI恐慌壓頂！當「AI顛覆一切」重創軟件股，華爾街不再堅信「回購信仰」","url":"https://stock-news.laohu8.com/highlight/detail?id=2616817745","media":"智通财经","labels":["buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616817745?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 15:25","pubTimestamp":1772609113,"startTime":"0","endTime":"0","summary":"重创软件板块的“AI颠覆一切”悲观市场基调不仅美股，全球股票市场的软件板块在“AI颠覆一切”的恐慌中自2月以来持续重挫，尽管美股软件板块回购规模激增，但投资者并不买账，因为市场真正担心的是长期基本面与商业模式会不会被AI彻底重塑。这一轮软件股暴跌以及各板块轮流上演暴跌的核心因素可谓是“AI颠覆一切”这一悲观论调。自该公告发布以来，该股已大幅下跌15%。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409880.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IGV",".IXIC",".DJI",".SPX","NDX"],"gpt_icon":1},{"id":"1140077183","title":"GitLab Q4營收增23%至2.6億美元超預期，因預訂增速不匹配拖累業績指引，股價盤後重挫超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140077183","media":"老虎资讯综合","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140077183?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 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