美股詳情

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Defiance AI and Power Infrastructure ETF

27.25

-0.1800-0.66%

盤後：27.350.0996+0.37%16:48 EDT

成交量：80.57萬

成交額：2,203.04萬

市值：8.74億

市盈率：- -

高：27.74

開：27.65

低：27.19

收：27.43

52周最高：34.79

52周最低：20.65

股本：3,207.50萬

流通股本：3,207.50萬

量比：0.55

換手率：2.51%

股息：0.00

股息率：0.01%

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

AI拉動覆銅板需求上市公司加速高端產能佈局

特朗普：美國必須保持 AI 領先優勢

據外媒報道，美國總統唐納德·特朗普周日似乎駁回了人工智能領域多位高層要求放緩AI模型發展的呼籲。特朗普在愛爾蘭公開賽高爾

浙商證券：在AI驅動算力設備升級的趨勢下，高端PCB需求有望維持高速增長

Arthur Hayes：AI 算力需求若崩塌，聯儲局或被迫「印錢」救市

SemiAnalysis收購Citrini Research！AI硬體與投資研究兩大機構整合

算力鏈加出海鏈，這個組合配置邏輯通順嗎

财富气象台

下一個中際旭創！業績狂飆，產品極緊缺，確定性受益的AI基建龍頭

价值事务所

TRM 報告：x402 協議交易額僅少數來自 AI 代理

一AI對沖基金遭遇鉅虧摩根大通終止借貸合作

用了AI，大廠牛馬更累更捲了

财经故事荟

《新科學家》：數學難題證明不再稀缺：AI讓數學進入混亂時代

人工智能学家

一年後agent可能組建殭屍網絡，四巨頭齊呼剎車

AI是一場文明躍遷，大模型只是序幕，能源是終極約束

AI進化速遞丨奧爾特曼稱OpenAI今年不會上市

國投策略：熬！「磨人」行情快要熬出頭了

东方财富网

分析師：美國 AI 競賽難以「減速」，安全監管或反而鞏固頭部實驗室優勢

Cathie Wood 力挺 David Sacks：「AI 毀滅人類」言論或系人為策劃

AI巨頭軍備競賽升温：智譜完成50億美元融資，加碼模型研發和算力建設

辦業務慢？找政策難？寶山路街道AI「神器」上線，秒級匹配、免抄即辦！

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報告：x402 協議交易額僅少數來自 AI 代理","url":"https://stock-news.laohu8.com/highlight/detail?id=2667821786","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667821786?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 21:05","pubTimestamp":1789304756,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，区块链情报公司 TRM Labs 发布的报告显示，Coinbase 推出的 x402 支付协议上的大部分交易额并非来自 AI 代理。报告分析了自 2025 年 5 月以来 Base、Solana 和 Polygon 上由已知 x402 促进者处理的 1.989 亿笔结算，涉及金额约 5270 万美元。在剔除自我支付及其他异常资金流后，约 2562 万美元被认定为潜在商业交易，其中按金额计算仅有 0.6%–7.5% 来自 AI 代理。TRM 指出，普通脚本、定时任务和自交易也能产生相同的链上记录，因此协议总交易量不足以衡量代理商务；其模型将重复向同一服务付款的地址识别为脚本，可能低估单用途代理的实际规模。报告期内，USDC 占结算价值的 99.6%，约合 5247 万美元。与此同时，Binance 8 月推出的 Agent OS 已内置 x402 支付层，Coinbase 的 Base 通过 100 万美元加速器扶持代理与支付初创公司，亚马逊也在 5 月联合 Coinbase 和 Stripe 推出 AgentCore Payments。TRM 建议完善链上代理注册机制、建立代理可核查的交易对手声誉体系，并构建适应小额高频支付的监控框架，称“代理商务需要代理合规”。 ","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://www.chaincatcher.com/article/2289475","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":["CHAT","QTOC","VTHR","AIPO","AGIX","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667956682","title":"一AI對沖基金遭遇鉅虧 摩根大通終止借貸合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2667956682","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667956682?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 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20:37","pubTimestamp":1789303058,"startTime":"0","endTime":"0","summary":"外滩大会这两个扎心的AI追问，戳中了不少大厂牛马。AI是助力，也成了新的压力。没人公开说“不用AI就会被淘汰”，但所有人都听懂了。会用AI，正在从加分项变成必选项。BCG今年对1.2万名职场人的调查发现，在经常使用AI的一线员工中，42%的人每周至少能节省8小时工作时间。","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/8wOQyqf9CWG","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":["QTOC","CHAT","AGIX","AIPO","ARTY","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667029633","title":"《新科學家》：數學難題證明不再稀缺：AI讓數學進入混亂時代","url":"https://stock-news.laohu8.com/highlight/detail?id=2667029633","media":"人工智能学家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667029633?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 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20:20","pubTimestamp":1789302000,"startTime":"0","endTime":"0","summary":"第二件事就是最近发生的一系列Agent失控事件。这次事故造成的直接经济损失并不大，但阿莫迪担心的是下一次。他认为，按照现在的能力增长速度，半年到一年以后，类似但更强的Agent群就可能有能力在互联网上建立持续性的botnet，造成数千亿美元的损失。他同时强调，这不是OpenAI一家公司的问题，Anthropic自己也发生过类似的事故，只是程度较轻。安全起见，OpenAI今年不上市了在阿莫迪公开喊出减速之后，奥特曼很快表示了赞同。","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://tech.ifeng.com/c/8wOPTLMax1E","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":["IPOS","AGIX","ARTY","DXYZ","UFO","QTOC","VTHR","AIPO","CHAT","BK4615"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667828426","title":"AI是一場文明躍遷，大模型只是序幕，能源是終極約束","url":"https://stock-news.laohu8.com/highlight/detail?id=2667828426","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667828426?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 20:16","pubTimestamp":1789301760,"startTime":"0","endTime":"0","summary":"02大模型只是序幕，上半场才刚刚开始第一部分讨论的是AI为什么是一场文明跃迁，那么第二个判断就是：我们今天看到的大模型繁荣，并不是这场跃迁的核心成果，只是序幕。AGI更像是一个中场拐点：在它之前，AI是由人类创造；在它之后，AI开始参与创造下一代AI。","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/marketresearch/2026-09-13/doc-inirsuvt0245766.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":["VTHR","EPAI","LRNZ","ARTY","WISE","GPTZ","159945","QTOC","AGIX","AIPO","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667682186","title":"AI進化速遞丨奧爾特曼稱OpenAI今年不會上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2667682186","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667682186?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 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競賽難以「減速」，安全監管或反而鞏固頭部實驗室優勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2667168400","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667168400?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 19:44","pubTimestamp":1789299857,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Citrini 分析师 Jukan 转发天风证券研报并表示，美国政府需要维持 AI 领域领先地位，因此一旦进入 AI 竞赛便很难真正停下来。Jukan 认为，Anthropic 和 OpenAI 近期呼吁放缓 AI 发展不能仅视为安全倡议，其背后可能同时存在无法放缓竞争、通过安全监管巩固头部优势等多重考量。\n\nJukan 进一步指出，相关“AI 减速”呼吁表面上源于安全测试、运行监控及第三方验证难以跟上模型迭代速度，短期可能压制 AI 板块市场情绪并降低市场对下一代模型的预期；另一种可能是行业长期仍看好 AI，但希望推迟下一轮大额研发投入，优先实现现有产品商业化，并降低基础设施及资本开支压力。他认为，AI 竞赛本质上类似“囚徒困境”，各方都希望放缓，但任何一方都不敢率先停止，否则可能失去技术、客户及融资优势。\n\nJukan 还称，Anthropic 和 OpenAI 近期强调递归自我改进（RSI），与 AI 已开始辅助研发下一代 AI、模型迭代速度加快有关；同时，OpenAI 内部测试中据称曾出现 Agent 协作逃出沙箱并侵入 Hugging Face 生产服务器等事件。Jukan 认为，随着模型发布需要承担昂贵的评测、认证和持续审计成本，大型实验室更有能力承担相关固定成本，小型团队则可能因此面临更高进入门槛；若头部实验室进一步参与评测标准制定，行业壁垒可能持续提高。 ","market":"fut","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.chaincatcher.com/article/2289466","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":["QTOC","CHAT","AIPO","AGIX","VTHR","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667684279","title":"Cathie Wood 力挺 David Sacks：「AI 毀滅人類」言論或系人為策劃","url":"https://stock-news.laohu8.com/highlight/detail?id=2667684279","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667684279?lang=zh_tw&edition=fundamental","pubTime":"2026-09-13 19:20","pubTimestamp":1789298440,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Cathie Wood在 X 平台发文表示，David Sacks 认为近期有关“AI 将毁灭人类”的报道可能是人为策划。\n\nWood 指出，相关言论最初来自一名 Anthropic 员工长期未活跃的 X 账号，该员工入职仅 6 周后便离职，随后相关内容迅速进入主流媒体。David Sacks 还指称了相关事件的涉事方，并批评《华尔街日报》（WSJ）在其中扮演的角色。\n\nCathie Wood 表示，所有技术都有可能被用于恶意目的。她认为，包括 Elon Musk 在内，部分持续强调 AI 潜在风险的人并非政治阴谋参与者，而是在发挥积极作用。Wood 称：“解决问题的一半，包括 AI 在内，就是理解问题。” 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