美股詳情

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Defiance AI and Power Infrastructure ETF

27.61

+0.35501.30%

盤後：27.940.3349+1.21%18:45 EDT

成交量：119.31萬

成交額：3,300.66萬

市值：8.85億

市盈率：- -

高：27.94

開：27.64

低：27.30

收：27.25

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：1.01

換手率：3.72%

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

研究機構 Sage Road Research 稱 AI 公司股價自 6 月高點下跌 20%

加州州長簽署獲Anthropic和OpenAI支持的AI安全法案

Ramp：Anthropic 佔美國企業 AI 付費份額 43.8%

鳳凰AI研究院 | OpenAI態度轉向求戴緊箍咒：力推AI強制新規

凤凰网港股

Ledger：聘任新安全主管應對 AI 驅動加密攻擊威脅

百融智能CEO張韶峯：AI正從工具走向生產力主體，重構企業價值創造

华夏时报网

Anthropic 發布 AI 經濟情景，極端情形 2030 年美國 GDP 增 32.4%

曾獲扎克伯格15億美元offer，這位明星AI研究員宣佈離開Meta

凤凰网科技

瘋狂的AI短劇月產4.7萬部，隱形「管線」戰打響，字節商湯已下場

OpenAI"失控"智能體活動範圍遠超此前披露，公司任命安全研究員入駐董事會

华尔街见闻

亨鑫科技獲AI XINTING增持7萬股每股作價1.75港元

Anthropic 研究員Jacob Coxon放棄股權後離職

Anthropic研究員Jacob Coxon放棄股權後離職

OpenAI據悉限制Adobe等在ChatGPT投放AI競品廣告

AI十年內會殺死全人類？Anthropic研究員發出最嚴重警報

OpenAI 推動國家級 AI 安全要求

【今日主題前瞻】新型基礎設施建設的重點工程，算電協同項目進入多模式並行落地階段

OpenAI據悉限制Adobe等在ChatGPT投放AI競品廣告

环球市场播报

Anthropic 研究員Jacob Coxon放棄股權後離職

环球市场播报

2026全球工業互聯網大會聚焦AI興工

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Sage Road Research 稱 AI 公司股價自 6 月高點下跌 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666562805","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666562805?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:54","pubTimestamp":1789001643,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，研究机构 Sage Road Research 发布《The AI Trade》执行摘要称，今年以来 Mag 7 跑输罗素 3000 指数约 8 个百分点，跑输 MSCI ACWI 近 9 个百分点。7 月 CBOE NDX 波动率指数相对 VIX 达到互联网泡沫以来高点，纳斯达克指数进入调整后出现 4 日 5% 反弹。截至报告撰写，AI 公司股价自 6 月 52 周高点下跌 20%。企业在 AI 成本飙升下难以实现投资回报，Uber、亚马逊、Meta 和沃尔玛等实施员工 AI 使用限制。模型同质化限制定价能力，中国开源模型成为 OpenAI 和 Anthropic 的廉价替代。AI 资本支出超预期，2026 年共识从 2025 年底 5270 亿美元升至年中约 8000 亿美元。2027 年超大规模云厂商资本支出预计占美国 GDP 的 3%，超过 1990 年代末电信光纤建设 1.2% 峰值的两倍。Allianz Research 计算 AI 投资与销售存在近 46% 增长差距，差于 2001 年电信泡沫的 32%。截至 6 月，超大规模云厂商及 Nvidia 等相关实体发行 2250 亿美元债券，同比上升 973.7%。科技巨头表外负债四年增 8 倍至 1.65 万亿美元。 ","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/2288731","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":["VTHR","AGIX","AIPO","CHAT","ARTY","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556936","title":"加州州長簽署獲Anthropic和OpenAI支持的AI安全法案","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556936","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556936?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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Ramp 首席经济学家 Ara Kharazian 于 9 月 9 日发布 2026 年 9 月 Ramp AI Index。该指数基于 Ramp 支出数据追踪美国企业 AI 使用情况。8 月，Anthropic 在为订阅或 token 付费的美国企业中份额达 43.8%，环比升 0.34 个百分点；OpenAI 为 39.8%，环比升 0.09 个百分点。整体新增 AI 采用仍在增长，但增速放缓，信息、金融和专业服务等技术行业领先。头部 1% 企业人均每月 AI 支出中位数下降 9.7%，从 7976 美元降至 7205 美元。每百万 token 有效价格较 2026 年 3 月峰值 1.15 美元下降 41%，至 0.68 美元。较便宜的标准模型推动用量，前沿模型（Opus、Fable、Sol）占 token 份额 45%。开源模型采用仍有限，占 AI 支出企业的 6.4%、全部企业的 3.6%。 ","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://www.chaincatcher.com/article/2288727","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":["ARTY","VTHR","QTOC","CHAT","AIPO","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556616","title":"鳳凰AI研究院 | OpenAI態度轉向求戴緊箍咒：力推AI強制新規","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556616","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556616?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:29","pubTimestamp":1789000156,"startTime":"0","endTime":"0","summary":"据路透社报道，9月10日，OpenAI扔出一枚“政策炸弹”：公开推动全美强制性的AI安全要求，并宣布在美国国会行动之前，继续支持各州立法。耐人寻味的是，OpenAI此前还与Anthropic等签署过加州SB 53，该法已于2026年1月1日起生效，强制大模型开发商公开安全框架、上报重大事故。","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://original.ifeng.com/c/8wIb3ae9p1M","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":["VTHR","AGIX","AIPO","CHAT","QTOC","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556685","title":"Ledger：聘任新安全主管應對 AI 驅動加密攻擊威脅","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556685","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556685?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:27","pubTimestamp":1789000063,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Bloomberg 报道，加密硬件钱包制造商 Ledger SAS 宣布聘请 Oded Blatman 出任首席信息官（CIO）兼首席安全官（CSO），将内部技术系统与安全职能整合至同一高管统筹管理。Blatman 此前任职于区块链公司 Fireblocks，将全面负责网络与基础设施安全、产品安全、物理及工作场所安全、内部 IT 及企业风险管理。 ","market":"nz","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/2288722","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":["ARTY","QTOC","VTHR","AGIX","AIPO","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556454","title":"百融智能CEO張韶峯：AI正從工具走向生產力主體，重構企業價值創造","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556454","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556454?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:22","pubTimestamp":1788999764,"startTime":"0","endTime":"0","summary":"9月初，百融智能CEO张韶峰从美国考察回来，旧金山、硅谷、纽约走了一圈，这位科技“老兵”直言“被震撼到了”。震撼来自一个根本性的变化：在美国AI创业公司里，干活的人已经变了。AI已经从“工具”变成了“员工”，从“辅助”变成了“主力”。近日，张韶峰做客“华夏大讲堂”，并带来《AI时代来临，你准备好了吗？》主题分享。他认为，这场变革的级别，人类历史上从未有过。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609103869995324.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609103869995324.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_eastmoney","symbols":["CHAT","AGIX","ARTY","VTHR","AIPO","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666502556","title":"Anthropic 發布 AI 經濟情景，極端情形 2030 年美國 GDP 增 32.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666502556","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666502556?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:20","pubTimestamp":1788999611,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，Anthropic 经济团队构建模型，分析 AI 对美国就业、增长与失业的影响。模型将经济视为基于美国劳工部 O*NET 分类的任务组合，AI 可保持任务不变、增强、自动化或创造新任务。美国经济被描述为超过 30 万亿美元的任务实例价值。三种情景取决于 AI 能力与采用速度：温和情景类似互联网，2030 年美国 GDP 增 1.6%（34.1 万亿美元，2025 年价格），劳动份额 59.4%、资本分额 40.6%；实质性情景下 AI 可完成一半知识工作，GDP 增 8.3%（36.3 万亿美元），知识工作者工资基本持平，劳动份额 56.1%；极端情景下 AI 在绝大多数知识工作上更高效且近乎全部自主完成，GDP 增 32.4%（44.4 万亿美元），知识工作者工资下降超 10%，劳动份额 45.2%，失业率超典型衰退水平。8 月对逾 1 万名美国人的调查显示，典型回答接近实质性情景（2030 年 GDP 高约 10%、失业率约 5%），约 10% 受访者接近极端情景。所有情景下 GDP 均增长，变革性情景需更多职业转换。页面提供技术报告与交互探索器。 ","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://www.chaincatcher.com/article/2288717","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":["AIPO","AGIX","ARTY","CHAT","VTHR","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666556891","title":"曾獲扎克伯格15億美元offer，這位明星AI研究員宣佈離開Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=2666556891","media":"凤凰网科技","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666556891?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 08:17","pubTimestamp":1788999440,"startTime":"0","endTime":"0","summary":"塔洛克曾拒绝扎克伯格的15亿美元薪酬凤凰网科技讯 北京时间9月10日，据《华尔街日报》报道，知情人士透露，明星AI研究员安德鲁·塔洛克即将从Meta离职。他曾在Meta工作11年，于2023年离职前往OpenAI，随后共同创立了Thinking Machines Lab。塔洛克是近期宣布离职的第三位Thinking Machines Lab联合创始人。几个月后，他最终以未披露的薪酬加入Meta。就在塔洛克宣布离职的前一天，Meta刚刚推出了一款新AI智能体，旨在让普通大众接纳这项技术。","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/8wIZNNsVqmm","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["VTHR","AIPO","QTOC","ARTY","CHAT","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666550325","title":"瘋狂的AI短劇月產4.7萬部，隱形「管線」戰打響，字節商湯已下場","url":"https://stock-news.laohu8.com/highlight/detail?id=2666550325","media":"上观新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666550325?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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XINTING增持亨鑫科技（01085）7万股，每股作价1.75港元，总金额约为12.25万港元。增持后最新持股数目约为2333万股，持股比例为5%。","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://finance.sina.com.cn/stock/hkstock/ggscyd/2026-09-10/doc-inirhvxe3147294.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":["AGIX","ARTY","CHAT","EWH","QTOC","01085","VTHR","AIPO","BK1149"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666553799","title":"Anthropic 研究員Jacob Coxon放棄股權後離職","url":"https://stock-news.laohu8.com/highlight/detail?id=2666553799","media":"金融界","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666553799?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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