美股詳情

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WisdomTree Cloud Computing Fund

40.98

-0.1900-0.46%

成交量：27.54萬

成交額：1,129.79萬

市值：2.96億

市盈率：- -

高：41.31

開：40.72

低：40.67

收：41.17

52周最高：43.54

52周最低：23.89

股本：722.50萬

流通股本：722.50萬

量比：0.94

換手率：3.81%

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...

總覽公司新聞資訊公告

Palo Alto Networks前沿AI防禦計劃擴容：新增Anthropic、OpenAI、三菱及Axis Communications

北京：新增20款已完成備案的生成式人工智能服務

北京：新增20款已完成備案的生成式人工智能服務

亞馬遜：計劃將路易斯安那州數據中心投資由120億美元增至180億美元，新建第三個數據中心園區。

奇安信天擎中標某大型科技企業軟件管家項目

富國銀行上調Palo Alto Networks目標價至475美元

廣東省新增14款已完成登記的生成式人工智能服務

派拓網絡(PANW)股票8月14日收盤下跌3.33%：真相來了

TradingKey中文

市場消息，意大利部長烏爾索預計西西里島將迎來數據中心投資。

派拓網絡(PANW)股票8月13日盤中上漲3.06%：釋放什麼信號？

TradingKey中文

Quantinuum 與 Oracle 達成合作，推動 Oracle 雲基礎設施上混合量子計算的落地應用。

派拓網絡(PANW)股票8月10日盤中上漲4.00%：原因全解讀

TradingKey中文

用友煥新，從企業軟件到企業AI，並重磅發布"AI+X"的BIP 6

派拓網絡(PANW)股票8月6日盤中下跌3.25%：釋放什麼信號？

TradingKey中文

美股盤前要點丨閃迪西部數據爆雷大跌、剛果(金)禁止銅鈷精礦出口

美股異動 | 派拓網絡(PANW.US)盤前一度下跌4% 在華銷售產品遭網絡安全審查

巴克萊上調Palo Alto Networks目標價至370美元

山東生成式人工智能服務備案總數已達49款，海岱輿情大模型完成備案

分析師：OpenAI 和 Anthropic 或佔三大雲廠商 AI 收入 70% 以上，數據中心投資高度集中風險凸顯

派拓網絡(PANW)股票8月3日盤中上漲3.12%：原因全解讀

TradingKey中文

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13:23","pubTimestamp":1785907380,"startTime":"0","endTime":"0","summary":"截至8月4日，山东新增海岱舆情大模型、智大腾飞等5款备案产品，全省累计完成备案的生成式人工智能服务已达49款。山东省严格对标国家要求，由省委网信办会同相关部门有序开展备案工作。在本批备案名单中，由山东省互联网传媒集团打造的海岱舆情大模型备受关注。","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://finance.sina.com.cn/stock/t/2026-08-05/doc-inimfwqf3605199.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":["AGIQ","MSFO","AIS","LOUP","GPTY","DRAI","PQNT","AIVC","MFIG","PLTU","DTEC","GGTL","PSAI","LQAI","TIME","FDIF","GPTZ","WPAI","MSFC","NBDS","GGLL","INVN","TEKY","AIYY","NVC","GGME","LRNZ","QQQP","PBOT","NVIT","GOOL","ALAI","GTEK","WISE","FAI","AIQU","PLTY","BST","AIPI","JXX","NVDS","TECB","WDAI","FCLD","MSFU","WCLD","VONG","TDAQ","XAIX","SNOY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657991225","title":"分析師：OpenAI 和 Anthropic 或佔三大雲廠商 AI 收入 70% 以上，數據中心投資高度集中風險凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2657991225","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657991225?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:50","pubTimestamp":1785894655,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据科技分析师 Ed Zitron 援引巴克莱、瑞银及富国银行等机构估计，微软、谷歌和亚马逊三大云厂商的AI收入中，来自 OpenAI 和 Anthropic 的算力支出占比可能超过 70%。具体而言，巴克莱分析师 Ross Sandler 估计 2026 年亚马逊AWS的AI收入中约73%来自这两家公司；瑞银分析师 Stephen Ju 估计2026年谷歌云收入中约28%、2027年超48%来自二者；富国银行估计微软 Azure FY2026 约 23%、FY2027 约35%的营收来自这两家AI实验室。\n\n分析指出，AWS 2026 年非 OpenAI/Anthropic 的 AI 收入预计仅约 85 亿美元，而亚马逊当年资本支出预计达 2200 亿美元。谷歌2026年 Vertex AI 平台收入预计约 283 亿美元，但同期OpenAI和Anthropic的算力支出预计超 356 亿美元。微软FY2026 AI收入约 345 亿美元，同期资本支出约 1159 亿美元。该分析引发市场对AI数据中心过度建设及需求可持续性的担忧，并质疑三大云厂商是否应更透明地披露客户收入集中度风险。目前微软、谷歌、亚马逊均未就此公开回应。 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01:16","pubTimestamp":1785777379,"startTime":"0","endTime":"0","summary":"• 派拓网络（Palo Alto Networks）受益于企业对一体化网络安全平台解决方案的需求。\n• 由于开票额强劲增长以及云安全业务管线加速，分析师上调了预测。\n• 该公司报告年度营收为92.2亿美元，且自由现金流充裕。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262071304-market-movers-panw-20260803","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":["BK4598","LU2210149790.SGD","PANG","LU1169590202.USD","PALU","CLOD","BUG","PALD","IE00BZ1G4Q59.USD","IE00BKVL7J92.USD","BK4550","LU1720051108.HKD","LU1712237335.SGD","LU2023250843.SGD","LU1917777945.USD","HAKY","SG9999001424.SGD","PSWD","LU2106854487.HKD","LU1861220033.SGD","IE00B19Z8X17.USD","LU1169589451.USD","LU1989764748.USD","BK4588","LU2095319765.USD","LU2286300806.USD","WCLD","LU0234570918.USD","LU0082616367.USD","IGV","LU0081259029.USD","IHAK","IE00B19Z9505.USD","IE00BMPRXN33.USD","LU0823421416.USD","LU0823434740.USD","LU1861215975.USD","WCBR","LU0266013472.USD","LU1923622291.USD","CIBR","LU0348723411.USD","LU0823434583.USD","AIFD","LU1623119135.USD","PANW","SPAM","LU1804176565.USD","BK4097","LU0823421333.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":4,"totalSize":129,"code":"91000000","status":"200"}]}}