美股詳情

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淡馬錫持倉

1,588.57

+4.830.30%

漲家數：51

跌家數：28

平家數：4

市盈率：- -

高：1,599.33

開：1,583.69

低：1,571.11

收：1,583.74

成交量：6.28億

成交額：812.45億

市值：11.42萬億

流通市值：10.62萬億

資料載入中...

總覽新聞資訊

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就業增長強勁，聯儲局加息之門依然敞開

八月就業報告掃除聯儲局加息道路上的障礙

【券商聚焦】瑞穗下調英特爾（INTC）目標價至92美元指AI智能體公司短期估值倍數壓縮

方邦股份：公司將於9月10日參加科創板2026年半年度半導體制造、設備及材料行業集體業績説明會

证券日报网

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Stifel：將微軟(MSFT.US)目標價從450美元上調至530美元。

瑞穗銀行：將英特爾(INTC.US)目標價從109美元下調至92美元。

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指AI智能體公司短期估值倍數壓縮","url":"https://stock-news.laohu8.com/highlight/detail?id=2664337349","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664337349?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 21:20","pubTimestamp":1788528035,"startTime":"0","endTime":"0","summary":"金吾财讯 | 瑞穗证券发布研报宣布，将英特尔 的目标价从109美元下调至92美元，但继续维持对其“中性”的投资评级。瑞穗证券分析师维杰·拉凯什在给客户的最新报告中指出，下调目标价的主要原因是智能体人工智能公司短期内估值倍数出现压缩。到2027年，CPU市场可能面临供应受限、出货量低于需求的情况。2）代工与先进封装增量：到2029年，得益于EMIB-T技术在张量处理单元上的应用，英特尔的先进封装业务收入预计将增长至35亿美元。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305765","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":["TTEQ","DRIV","BK4585","BK4602","FTXL","SINTCmain","LU0048573561.USD","LU0082616367.USD","LU0321505868.SGD","LU2764262908.HKD","AIS","LU2764263203.CNY","INYY","BK4550","HK0000304805.HKD","LU0081259029.USD","LU0251131958.USD","BK4141","LU0859254822.USD","IE000SO60NU8.SGD","AIQ","BK4588","BK4579","LU0056508442.USD","LU0742534661.SGD","LU2244417387.USD","LU2764263039.SGD","INTW","BK4612","LU2360106780.USD","BK4605","BK4529","IE000MB6IJN5.SGD","BK4512","IE000BZT7R73.USD","IE0000B7K699.USD","LU0187121727.USD","LU0274383776.USD","LU2543165471.USD","QQQA","LU2931357623.SGD","BK4575","LU0149725797.USD","LU2250418816.HKD","CHPS","BK4534","IE000WAW04H5.SGD","IE000M9KFDE8.USD","LU2357627491.SGD","BK4543","LEGR","LU2720916845.USD","SOXX","IE000F7OJYX1.SGD","XNTK","LU1852331112.SGD","LU0251142724.SGD","LU2148611432.USD","LU0154236417.USD","LINT","BK4515","LU0097036916.USD","BK4527","BK4554","INT","LU0719512351.SGD","LU2089985449.USD","04335","LU0321505439.SGD","INTC","BK4533","HK0000304797.USD","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664133036","title":"方邦股份：公司將於9月10日參加科創板2026年半年度半導體制造、設備及材料行業集體業績説明會","url":"https://stock-news.laohu8.com/highlight/detail?id=2664133036","media":"证券日报网","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664133036?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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19:40","pubTimestamp":1788522029,"startTime":"0","endTime":"0","summary":"淘宝天猫4日发布丰收节助农促消费举措，将通过AI惠农、亿级补贴、产地优选等方式，打造销售100个破亿新产地、2000个破百万爆款，推动优质原产地农产品销售额增长。从具体措施看，淘天集团旗下淘宝天猫美食美酒生鲜行业、天猫超市、淘宝直播、淘宝农场等多个业务板块同步发力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609043865575663.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/202609043865575663.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":["LU0067412154.USD","BK4585","LU0738911758.USD","LU1769817179.HKD","LU0949170772.SGD","BK4502","BABU","BK4524","BK4220","IE00B0JY6N72.USD","BBYY","IE00BFMHRM44.USD","LU0052756011.USD","LU1515016050.SGD","BK4535","BK4503","LU0979878070.USD","LU0047713382.USD","BABA","LU1046421795.USD","BABC","BK4588","LU0918141705.HKD","LU1235294995.USD","BK4554","LU0918141887.USD","LU1105468828.SGD","BK4587","LU1048588211.SGD","CLIX","LU0328353924.USD","BABW","LU0072913022.USD","ALBmain","LU1048596156.SGD","LU0310800965.SGD","LU1769817096.USD","BK4579","ONLN","BK4575","BK4504","LU0106959298.USD","LU1267930227.SGD","LU1282648689.USD","LU0348816934.USD","LU0553294199.USD","LU0651946864.USD","LU0128525689.USD","LU1823568750.SGD","BK4543","BK4538","LU1051769294.HKD","BK4527","LU1880383366.USD","BK4548","LU1688375341.USD","LU0545039389.USD","BK4607","BK4526","IE00BF5LJ272.USD","LU1003077747.HKD","LU1242518857.USD","LU1008478684.HKD","LU0348814723.USD","BK4581","BABX","LU2226246903.HKD","LU0251143458.SGD","LU0661504455.SGD","BK4122","BK4534","LU0821914370.USD","BK4533","LU0880133367.SGD","BK4614","BK4558","LU0456842615.SGD","LU0651947912.USD","LU0501845795.SGD","LU1152091168.USD","BK4565","LU1152091754.HKD","BABO","09988","LU1051768304.USD","DRAG","LU0797268264.HKD","LU2148611432.USD","BK4505","KBAB","LU1046422090.SGD","LU1242518931.SGD","BK4531","LU0072462343.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664770339","title":"智譜開店，Kimi、MiniMax在路上，從AI到「日用品」的最短距離是天貓？","url":"https://stock-news.laohu8.com/highlight/detail?id=2664770339","media":"智东西","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664770339?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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token等订阅类产品成交环比涨超160%。从目前的充值界面和行业消息推断，在阿里云、智谱之后，我们认为，MiniMax、Kimi等头部厂商的天猫旗舰店也有望陆续上线。例如，智谱旗舰店上线首日，淘宝上的搜索需求比前一日暴涨了40倍。","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/8w9Pdf0o57e","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":["LU0106959298.USD","LU0797268264.HKD","BK4502","LU1105468828.SGD","BBYY","BK4534","LU0918141887.USD","BK4565","LU0456842615.SGD","BABW","LU1688375341.USD","LU0047713382.USD","ONLN","BABX","BK4587","DRAG","BK4524","LU1235294995.USD","LU1008478684.HKD","CLIX","BK4538","LU1769817096.USD","BK1117","BK4531","02513","BK4504","LU0545039389.USD","LU1003077747.HKD","BK4220","BK4588","BK4579","LU0310800965.SGD","LU1048588211.SGD","LU1769817179.HKD","BK4526","BK4548","LU1046422090.SGD","LU2148611432.USD","LU2226246903.HKD","LU1823568750.SGD","BK4581","LU0880133367.SGD","LU1267930227.SGD","LU0251143458.SGD","BK4585","LU0918141705.HKD","BABO","LU0651947912.USD","IE00BF5LJ272.USD","LU1046421795.USD","LU0593848301.USD","LU1048596156.SGD","LU1242518931.SGD","BABA","LU0072913022.USD","BABU","09988","LU0821914370.USD","LU0067412154.USD","BK4607","BK4527","LU0501845795.SGD","LU0348816934.USD","LU0979878070.USD","LU0348814723.USD","LU0052756011.USD","BK4543","LU1152091168.USD","LU1515016050.SGD","KBAB","BK4533","IE00BFMHRM44.USD","LU0661504455.SGD","BK4122","LU0738911758.USD","LU0328353924.USD","LU0651946864.USD","BK4503","LU0553294199.USD","LU0072462343.USD","LU0949170772.SGD","BK4558","LU1242518857.USD","LU1051768304.USD","BK4614","LU1880383366.USD","BK4554","BK4575","ALBmain","LU1152091754.HKD","BABC","BK4505","LU1282648689.USD","BK4535","LU1051769294.HKD","LU0128525689.USD","IE00B0JY6N72.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664154339","title":"騰訊音樂娛樂集團及廣東省政府多筆債券將於9月11日在香港上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2664154339","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664154339?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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本次发行的债券预计于9月11日在港上市，彰显香港在连接发行人与全球资本方面的重要作用，并为投资者提供多元化的固定收益投资机会。腾讯音乐娱乐集团自2020年首次发行离岸债券以来，再度回归离岸债券市场。此次双期限发行包括5年期及10年期债券，发行总额为10亿美元。广东省人民政府连续第三年在香港发行点心债，发行总额为75亿元离岸人民币。此次发行亦为广东省今年规模最大的点心债发行，其中5年期债券将用于符合条件的绿色及蓝色项目。","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/1492268.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":["LU0269904917.USD","BK4565","BK4531","IE00BYQNZ168.SGD","BK4535","SG9999011746.SGD","LU0456842615.SGD","BK4548","LU0828238088.HKD","BK4552","BK4563","BK4509","BK4571","TME","BNDW","LU1023057109.AUD","BK4108","IPOS","LU0509642566.USD","LU2039709279.SGD","01698","LU0359202008.SGD","IE00B12V2V27.USD","IE00BYTNYN87.SGD","LU0359201612.USD","BK4526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664399903","title":"微軟（MSFT）發布新一代AI語音轉文字模型MAI-Transcribe-2","url":"https://stock-news.laohu8.com/highlight/detail?id=2664399903","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664399903?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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