美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Columbia Large Cap Growth ETF

11.44

+0.05470.48%

盤後：11.440.00000.00%19:30 EDT

成交量：8,746

成交額：9.99萬

市值：6,412.07萬

市盈率：- -

高：11.46

開：11.37

低：11.36

收：11.39

52周最高：11.83

52周最低：9.33

股本：560.27萬

流通股本：560.27萬

量比：0.89

換手率：0.16%

股息：- -

股息率：- -

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

科技調整接近尾聲？下一階段如何配置？

华尔街见闻

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

港灣觀點︱2026年7月：盛夏與驚濤

小摩：雲端訂單暴增超150%，AI投資開始兑現，科技股估值跌出投資機會

市場錯判了AI？雲業務積壓訂單暴增150%達1.7萬億美元，華爾街喊話：科技股估值已砸出「低窪」

华尔街见闻

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

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

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

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

牛市行情擴散，背後核心誘因只有一個

环球市场播报

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

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

石油巨頭利潤率創紀錄背後：煉油瓶頸取代油價成通脹新引擎，美國通脹面臨二次反彈

去槓桿衝擊之下，算力核心邏輯變了嗎？

华尔街见闻

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

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

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

第一太陽能維持全年資本開支預期在8億-10億美元不變，分析師預期8.758億美元。

資本開支越大，領先窗口越短：大模型巨頭陷入內卷困局

划重点KeyPoints

{"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/REGS/news?page=4"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"REGS","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"REGS\",,,,,undefined,":{"symbol":"REGS","market":"US","secType":"STK","nameCN":"Columbia Large Cap Growth ETF","latestPrice":11.4447,"timestamp":1788379200000,"preClose":11.39,"halted":0,"volume":8746,"hourTrading":{"tag":"盘后","latestPrice":11.4447,"preClose":11.4447,"latestTime":"19:30 EDT","volume":8,"amount":91.5576,"timestamp":1788391806130,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":0.004802458296751417,"floatShares":5602656,"shares":5602656,"eps":0,"marketStatus":"盤後交易","change":0.0547,"latestTime":"09-02 19:50:47 EDT","open":11.37,"high":11.46,"low":11.36,"amount":99910.998012,"amplitude":0.00878,"askPrice":12.9,"askSize":100,"bidPrice":9.88,"bidSize":100,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":3,"nextMarketStatus":{"tag":"收盤","tradingStatus":0,"beginTime":1788393600000},"marketStatusCode":4,"adr":0,"exchange":"ARCA","adjPreClose":11.39,"nav":11.502784,"aum":64446139.59,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":11.4447,"preClose":11.4447,"latestTime":"19:30 EDT","volume":8,"amount":91.5576,"timestamp":1788391806130,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.89389},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"REGS\",,,,,undefined,":{"symbol":"REGS","floatShares":5602656,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.89389,"shares":5602656,"dividePrice":0,"high":11.46,"amplitude":0.00878,"preClose":11.39,"low":11.36,"week52Low":9.33,"pbRate":"--","week52High":11.83,"institutionHeld":0,"latestPrice":11.4447,"eps":0,"divideRate":0,"volume":8746,"delay":0,"ttmEps":0,"open":11.37,"prevYearClose":10.11,"prevWeekClose":11.5356,"prevMonthClose":11.488,"prevQuarterClose":11.2789,"fiveDayClose":11.4775,"twentyDayClose":11.6338,"sixtyDayClose":11.245},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/REGS\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"REGS\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"REGS\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"REGS\",pageSize:20,pageCount:4,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"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":"other","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":["PSCI","MADE","UXI","CHAT","DVIN","XLIX","US3Y.BOND","IYJ","US12M.BOND","PJFM","ARTY","US10Y.BOND","TRUI","FIDU","US5Y.BOND","REGS","BK4585","VTHR","QTOC","US30Y.BOND","AIPO","US7Y.BOND","AGIX","FRTY","US2Y.BOND","US6M.BOND","BK4588","XLII","VIS"],"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":"hk","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":["PGF","XLIX","PSCI","XSOE","SPWO","FRTY","DVIN","VIS","FLAX","IYJ","PJFM","REGS","FIDU","MADE","XLII","TRUI","UXI","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":"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/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":["PSCI","CGNG","AVXC","UXI","CWI","IYJ","AIPO","CHPX","CGIC","ESIM","MADE","PJFM","CGDG","REGS","BAI","VIS","TSM","WUGI","TRUI","XLII","AGIX","TSMZ","AVEM","EMM","03145","ARTY","QTOC","DVIN","FDTX","CNEQ","FIDU","TINS","TEK","ASIA","TTEQ","AIQ","CHAT","XLIX","CGGO","KNOW","TSMY","FRTY","TSMU","BLOX","TSMG","SPTE","STSM","ADVE","AVSE","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657459975","title":"小摩：雲端訂單暴增超150%，AI投資開始兑現，科技股估值跌出投資機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2657459975","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657459975?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 10:16","pubTimestamp":1785896168,"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.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["TMAT","CAIQ","ARTY","QFLR","REGS","AGIX","XVUG","BST","QLD","TECY","PQOC","QQA","CHAT","VFH","TRUT","QTOC","TTXD","SPTE","NUGO","TDAQ","AIPO","IXG","JPO","STK","QQQP","QHDG","UYG","KBWB","TFNS","IXN","QQQT","QQQW","FNG","QJUN","TEKY","CPNJ","IYG","GTOP","CMAG","VTHR","AIEQ","FNGA","QRMI","FEPI","CPNM","QTEC","TOEQ","TDVI","NJAN","SPHQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657550487","title":"市場錯判了AI？雲業務積壓訂單暴增150%達1.7萬億美元，華爾街喊話：科技股估值已砸出「低窪」","url":"https://stock-news.laohu8.com/highlight/detail?id=2657550487","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657550487?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 00:07","pubTimestamp":1785859665,"startTime":"0","endTime":"0","summary":"市场对于AI资本支出的质疑持续了一年多，但最新数据正在改变这一叙事。过去一年，投资者一直担心科技巨头投入数千亿美元建设AI基础设施，可能面临\"高投入、低回报\"的问题。数据显示，超大规模云服务商的云业务积压订单同比激增超150%，总额已达约1.7万亿美元，增速远超同期约80%的资本支出增幅。$摩根大通$指出，这一显著差距表明，AI基础设施投资所带来的潜在收入回报正超越市场预期，科技巨头的估值消化压力或已接近尾声。","market":"us","thumbnail":"https://static.tigerbbs.com/13b51c8f8528a82d8c1c972eefe70894","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/13b51c8f8528a82d8c1c972eefe70894"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778680","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":["QTEC","QQQT","NJUL","VTHR","TECY","FAZ","STK","FNGA","QJUN","BST","FNG","CAIQ","SQQQ","QQA","QHDG","AGIX","AIPO","NJAN","TDAQ","TEKY","QRMI","XVUG","PQOC","CPNJ","NOCT","CPNM","FEPI","AIEQ","TTXD","GTOP","TMAT","QFLR","REGS","TDVI","TOEQ","QLD","SPTE","QQQM","QTOC","ARTY","NUGO","QQQW","CMAG","QDEC","SPHQ","PSQ","TRUT","CHAT","IXN","QQQP"],"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":"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":"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":["CWC","SSG","VGT","BK0188","LU1934453819.USD","FWD","BK4585","BK0183","PJFM","PSCI","SOXL","SOXQ","TRUI","VIS","SMHX","CHPY","NBDS","SMH","KSTR","159582","MQQQ","SOXX","MADE","TEKX","BK1147","CHPS","BK0276","XSD","SOXY","LU1979443071.USD","BK0012","FTXL","01776","BK0028","DVIN","FIDU","IYJ","PSI","FRTY","SG9999001093.SGD","000776","REGS","BK4535","USD","EIS","UXI","SOXS","TECY","XLII","XLIX"],"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":["XLII","REGS","DVIN","PY","BK4585","CGVV","FRTY","PRIZ","MADE","PJFM","ABEQ","EASY","VIS","XLIX","BK4588","FTDS","PSCI","IYJ","QUSA","TRUI","UXI","FIDU"],"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":"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":"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":["BK0276","UXI","VIS","FTDS","CGVV","601066","EASY","FIDU","PY","DVIN","QUSA","XLIX","BK4585","TRUI","IYJ","REGS","ABEQ","MADE","XLII","BK4588","PSCI","159207","PRIZ","FRTY","PJFM"],"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":"sg","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":["XLIX","TRUI","MADE","AIPO","PJFM","XLII","ARTY","VTHR","BK4585","IYJ","AGIX","CHAT","VIS","FRTY","QTOC","PSCI","BK4588","REGS","FIDU","DVIN","UXI"],"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":"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/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":["UXI","CAFG","BK4588","SFLO","FRTY","XLIX","SCOW","IYJ","ABLS","XLII","FIDU","REGS","VIS","PSCI","BK4585","PJFM","TRUI","MADE","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":["DVIN","FRTY","ARTY","IYJ","PSCI","AGIX","AIPO","MADE","BK4588","QTOC","REGS","XLII","UXI","PJFM","XLIX","CHAT","VIS","TRUI","FIDU","BK4585","VTHR"],"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":["AGIX","QTOC","FIDU","ARTY","XLIX","IYJ","PJFM","XLII","TRUI","VTHR","BK4588","DVIN","FRTY","PSCI","UXI","REGS","VIS","AIPO","CHAT","BK4585","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656257673","title":"石油巨頭利潤率創紀錄背後：煉油瓶頸取代油價成通脹新引擎，美國通脹面臨二次反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=2656257673","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656257673?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 15:00","pubTimestamp":1785740447,"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":["CGVV","FEBP","DBC","APRZ","FBUF","VTV","FLXI","MGV","SAWS","PP","SPXT","XJUL","EUSA","XES","DECM","JOYT","ISHG","IXC","JMOM","DRIP","FTXN","VDE","GAPR","RMIF","FMAR","FFEB","PXE","CVAR","WEEI","LCG","REGS","WTV","LCF","FCPI","ALRG","PMAY","BSCJ","XLE","FITZ","TJUL","ABIG","DBO","YGLD","POWA","SNTH","BMAY","OIH","IEO","SMOM","JUNW"],"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":"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://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":["PSCI","DISK","DRMY","UXI","PJFM","IYJ","AIPO","MADE","BK4585","DRAM","BK4588","REGS","EDZ","VIS","TRUI","XLII","AGIX","ARTY","DRMP","HBMX","QTOC","DVIN","FIDU","CHAT","XLIX","DRAL","FRTY","VTHR"],"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":"nz","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":[".SPX","XLIX","AINT","VIS","SPXS","SQQQ","NOCT","VOO","NDX","PJFM","NJUL","AGIX","IVV","APRP","NJAN","SDS","DOG","SMAX","AFLG","MMAX","SPXL","HIBL","PSCI","07266","SPYU","IYJ","FRTY","TQQY","09086","QQQM","DVIN","SSO","UXI","QID","07568","03455","YSPY","QQQX","SPYQ","SPY","AIPO","DMAX","MADE","SDOW","UPRO","ARTY",".DJI","QDEC","CHAT","TQQQ","SPYM","DDM","DXD","SPUU","07261","SPXU","PSQ","QTOC","03086","DIA","02834",".IXIC","UDOW","TRUI","XMAG","SPYH","07522","GPIQ","SPDN","XLII","SH","09834","FIDU","QQQ","03034","QIDX","REGS","QLD","VTHR","QMAR","NAPR"],"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":["QIDX","XLIX","METW","TRUI","GOOX","MADE","MSFD","AIPO","AMZW","AMZN","MSFW","METD","PJFM","XLII","ARTY","VTHR","GOU","FBL","GGLS","FBYY","FBY","MSFY","MSFT","AMZD","GOOGL","AFLG","GOOP","METU","IYJ","AMZP","GOOG","AMZZ","APRP","AGIX","AMZU","MSFU","CHAT","META","VIS","AMZY","FRTY","XMAG","AINT","QTOC","PSCI","MSFL","MSFO","REGS","AZYY","GGLL","FIDU","MSFX","DVIN","UXI","GOOY","GOOW"],"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":["MADE","REGS","PJFM","FRTY","AIPO","DVIN","XLII","PSCI","AGIX","VIS","CHAT","UXI","AFLG","AINT","TRUI","QIDX","VTHR","XLIX","ARTY","APRP","FIDU","XMAG","IYJ","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655383701","title":"第一太陽能維持全年資本開支預期在8億-10億美元不變，分析師預期8.758億美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655383701","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655383701?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 04:05","pubTimestamp":1785441903,"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":["LU2023250504.SGD","XLII","TRUI","IE00BGHQF417.EUR","LU1720051108.HKD","ICLN","LU0323239441.USD","LU0323240290.USD","LU2211814178.USD","FRNW","CTEC","LU2473716301.USD","LU0823434583.USD","SMOG","LU1974910355.USD","FRTY","LU1548497426.USD","LU1917777945.USD","PSCI","BK4141","LU2272731782.SGD","LU0823434740.USD","TAN","BK4519","FIDU","LU1983299162.USD","LU2272731600.USD","LU2357125470.USD","DVIN","VIS","LU0823414551.USD","IYJ","LU1992135472.HKD","LU2211815571.USD","VCLN","XLIX","REGS","FSLR","IE00B2PGVK34.USD","LU1720051017.SGD","MADE","UXI","LU0154245673.USD","LU2249611893.SGD","LU2272731865.HKD","PJFM","LU2048586759.USD","LU1992135399.USD","LU0823421416.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655476128","title":"資本開支越大，領先窗口越短：大模型巨頭陷入內卷困局","url":"https://stock-news.laohu8.com/highlight/detail?id=2655476128","media":"划重点KeyPoints","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655476128?lang=zh_tw&edition=fundamental","pubTime":"2026-07-30 12:56","pubTimestamp":1785387405,"startTime":"0","endTime":"0","summary":"模型厂商烧钱越来越多，为什么领先窗口期却越来越短？领先一被追上，定价权当场就没了。OpenAI发布o1四个月后，DeepSeek R1就以开源权重追平了它，R1的基座模型V3训练成本约557万美元，只有外界对GPT-4成本估算的十几分之一。开源模型至今没有反超闭源，Epoch AI测算平均还落后约4个月，但闭源的领先窗口，已经被压缩到只能按月计算。天量资本开支背后，谁在真赚钱？","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/8vBBRM6QMnF","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":["DVIN","EPAI","BK4588","FRTY","PJFM","LRNZ","REGS","GPTZ","FIDU","IYJ","UXI","WISE","VIS","BK4585","MADE","TRUI","XLIX","XLII","PSCI"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":6,"pageCount":4,"totalSize":109,"code":"91000000","status":"200"}]}}