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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Capital Group New Geography Equity ETF
36.22
-0.7600
-2.06%
盤後：
36.15
-0.0700
-0.19%
19:56 EDT
成交量：
46.25萬
成交額：
1,677.35萬
市值：
30.17億
市盈率：
- -
高：
36.42
開：
36.15
低：
36.05
收：
36.98
52周最高：
38.25
52周最低：
30.13
股本：
8,328.40萬
流通股本：
8,328.40萬
量比：
0.85
換手率：
0.56%
股息：
0.22
股息率：
0.60%
淨資產收益率：
--
總資產收益率：
--
市淨率：
--
市盈率(LYR):
- -
資料載入中...
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20:01","pubTimestamp":1787140874,"startTime":"0","endTime":"0","summary":"01 股市截至8月19日，美股三大期指涨跌不一。热门股异动：受黑色素瘤mRNA疫苗临床成功消息刺激，Moderna大幅拉升102.20%；大手笔回购计划激发情绪，SK海力士上涨3.70%，带动存储芯片板块活跃；韩国三倍做多ETFKORU上涨8.02%；发行45亿美元可转债消息拖累，算力租赁商NEBIUS下挫7.32%。03 要闻1. 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傳三星芯片代工趁勢漲價高達15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660449784","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660449784?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 17:23","pubTimestamp":1787131404,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据两位知情人士透露，三星电子已将部分先进芯片代工服务的新订单价格上调最高15%。此番调价的背景是AI芯片需求激增，台积电先进产能趋于饱和，部分客户开始将订单转向三星，这家长期在代工领域处于追赶地位的企业由此获得了提价空间。AI需求挤占台积电产能 三星迎来议价“窗口期”此次涨价标志着三星代工业务的重大转折。特斯拉和苹果去年已与三星达成了芯片制造协议。","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":"http://www.zhitongcaijing.com/content/detail/1481987.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":["CGGO","LU0878005551.USD","LU0158827781.USD","LU2089284900.SGD","LU2271345857.HKD","LU2360108059.USD","IE00BZ199S13.USD","BK4503","LU0198837287.USD","LU1989772840.SGD","IE00BKPKM429.USD","CWI","LU2106854487.HKD","TSMY","LU2125154778.USD","LU2360032135.SGD","07747","SG9999004220.SGD","LU1267930813.SGD","LU2360106780.USD","LU1989764664.SGD","LU1211504680.USD","LU2237443978.SGD","LU2041044095.USD","LU2211815571.USD","LU0353189680.USD","LU1267930490.SGD","CORO","LU1974910355.USD","LU1323610961.USD","LU1803068979.SGD","LU2663582299.SGD","LU2023251221.USD","BK4554","LU0345770308.USD","LU1934455863.HKD","BK4532","CGDG","LU0878004406.USD","LU1023057109.AUD","SPTE","AVEM","LU0348723411.USD","LU0345770993.USD","LU0889565833.HKD","LU2750360997.AUD","LU0238689110.USD","LU0689626769.HKD","LU2054465674.USD","LU0823421333.USD","SGXZ99366536.SGD","LU0082616367.USD","LU2491050071.SGD","TINS","LU0094547139.USD","LU0124676726.USD","LU0359201885.HKD","LU0861579265.USD","LU0572939691.SGD","LU2471134523.USD","LU0541501648.USD","BK4605","LU0642271901.SGD","IE00BQXX3D17.EUR","IE00BYQQ9H92.USD","LU0541502299.USD","LU0158827948.USD","BK4550","LU0109392836.USD","LU0889566641.SGD","LU2211814178.USD","BAI","AVXC","LU1316542783.SGD","UMMA","LU0175139822.USD","BK4581","AIQ","BK4585","LU1868837722.USD","LU0488056044.USD","LU2491050154.USD","TSM","TSMU","LU2458330243.SGD","LU2237443549.SGD","CHPX","ASIA","LU0823414551.USD","IE0004445239.USD","LU0965509283.SGD","LU2471134796.USD","07347","LU0823414478.USD","SSNLF","LU1868838027.USD","LU2237443622.USD","BK4527","LU1508157978.USD","IE0004091025.USD","LU1917777945.USD","IE00B5TLWC47.USD","BK4505","BK4533","EMM","LU1282649067.USD","LU2237443382.USD","IE00BQXX3C00.GBP","BK4512","LU2249611893.SGD","SPWO","IE00B3M56506.USD","LU0965509101.SGD","LU2471134879.HKD","LU1989772923.USD","LU0289960550.SGD","LU2860962120.EUR","LU1712237335.SGD","IE00BFXG0V08.USD","LU1048588211.SGD","LU2087625088.SGD","IE00BQXX3F31.USD","LU2092937221.SGD","SG9999000418.SGD","BK4588","LU0056508442.USD","WUGI","BK4602","LU0965509010.AUD","LU2125154935.USD","LU1989764748.USD","BLOX","KNOW","LU1282649810.SGD","LU2023250504.SGD","LU2247934214.USD","LU1852331112.SGD","LU0359202008.SGD","LU0211327993.USD","LU0264606111.USD","LU1868837565.USD","LU1037948897.HKD","LU2028103732.USD","STSM","CNEQ","MEMX","LU2458330169.SGD","LU2089283258.USD","SGXZ51526630.SGD","LU0792757196.USD","BK4534","AVSE","LU0965508806.USD","LU2506951792.HKD","LU0823421416.USD","LU0353189763.USD","FDTX","LU2294711713.HKD","SGXZ81514606.USD","ESIM","LU0072462343.USD","LU0310799852.SGD","LU2471134952.CNY","LU0143863784.USD","LU1623119135.USD","LU2750360641.GBP","BK4141","TSMG","BK4543","BK4526","LU2298321311.HKD","LU0384037296.USD","IE00BHPRN162.USD","LU2250418816.HKD","BK4591","LU0143863198.USD","IE0004086264.USD","BK4170","EMC","LU0211328371.USD","TTEQ","LU0316494557.USD","LU0359201612.USD","LU0572940350.SGD","IE00BD6J9T35.USD","LU2543165471.USD","CGIC","TEK","LU2133065610.SGD","TSMX","LU1037948541.HKD","03145","BK4612","LU2111349929.HKD","LU0719512351.SGD","LU2491049909.HKD","LU0323591593.USD","LU2063271972.USD","LU0882747503.HKD","TSMZ","LU1934455194.USD","LU1934455277.USD","BK4548","LU2357125470.USD","CGNG","ADVE"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2660448785","title":"美國柴油價格持續飆升 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15:28","pubTimestamp":1787124491,"startTime":"0","endTime":"0","summary":"据市场数据，本周二美国柴油零售价达每加仑5.47美元，逼近历史峰值5.82美元。柴油价格高企已对美国企业形成显著压力，而相关成本最终将转嫁至消费者。","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/08/19152858173901.shtml","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":"jinrongjie_highlight","symbols":["STYL","CATG","FTXR","CGNG","BK4204","IYT","XTN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660410477","title":"美國柴油價格持續飆升 衝擊工農業並加劇通脹壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=2660410477","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660410477?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 15:07","pubTimestamp":1787123220,"startTime":"0","endTime":"0","summary":"受中东及欧洲地区地缘冲突持续影响，美国柴油价格近期大幅上涨，对国内工农业生产及物流运输造成广泛冲击，并可能进一步推高通胀水平，对消费者支出形成压力。据市场数据，本周二美国柴油零售价达每加仑5.47美元，逼近历史峰值5.82美元。分析人士指出，柴油作为工农业的“命脉”，其价格攀升将传导至整体经济，对已承受多重压力的美国家庭形成新的负担。柴油价格高企已对美国企业形成显著压力，而相关成本最终将转嫁至消费者。","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://finance.sina.com.cn/stock/usstock/c/2026-08-19/doc-ininvshu2673713.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":["CATG","BK4204","CGNG","IYT","FTXR","STYL","XTN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660941249","title":"台積電先進封裝CoWoS產能供不應求 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三星及SK海力士跌逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660198854","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660198854?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 10:21","pubTimestamp":1787106060,"startTime":"0","endTime":"0","summary":"债券孳息率上升加剧市场对科技公司巨额投资的忧虑，隔晚美国芯片股下挫，今早亚洲芯片股走低。韩国KOSPI指数一度急挫逾6%，现跌5.11%。三星电子现跌6.8%，SK海力士挫7.76%。近期股价下跌反映在经历一轮异常强劲的上涨后，出现一定程度的获利回吐。SK海力士每日杠杆最多产品跌14.31%；三星电子每日杠杆最多产品跌13.38%。沽空资料截至 2026-08-18 16:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240806175912067_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240806175912067_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539175/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539175/latest-news/AAFN","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":"aastocks_highlight","symbols":["LU0488056044.USD","LU1934455863.HKD","CWI","LU2750360641.GBP","00981","FDTX","ADVE","SGXZ51526630.SGD","LU1251922891.USD","BK1163","LU2360108059.USD","LU0264606111.USD","LU1934455277.USD","LU0320764599.SGD","LU1993786604.SGD","LU1719994722.HKD","TSMZ","LU1989772923.USD","UMMA","LU0310799852.SGD","TSMX","ASIA","LU1807302812.USD","SG9999006597.SGD","LU1934455194.USD","LU2211814178.USD","LU2506951792.HKD","LU2294711713.HKD","LU1481107354.HKD","LU1048588211.SGD","LU2250418816.HKD","03986","LU0175139822.USD","LU2357125470.USD","BK4503","IE00BQXX3D17.EUR","BK4605","LU0314109678.HKD","BK4588","BK4526","LU1008478684.HKD","LU2663582299.SGD","LU2543165471.USD","LU0889566641.SGD","LU1152091168.USD","BK4141","IE00BFXG0V08.USD","LU0238689110.USD","TSM","LU0572939691.SGD","IE00B3M56506.USD","LU0878004406.USD","LU1282649810.SGD","LU0501845795.SGD","LU2458330243.SGD","LU0072913022.USD","BK1589","LU1917777945.USD","BK4554","IE00BQXX3F31.USD","LU2054465674.USD","IE00BHPRN162.USD","688008","LU2491050071.SGD","LU0143863784.USD","LU2237443622.USD","LU2271345857.HKD","LU0965509101.SGD","BK1526","BK4512","LU0889565833.HKD","LU2471134796.USD","LU2860962120.EUR","LU1316542783.SGD","LU0359201885.HKD","SMH","LU0965509283.SGD","IE00BKPKM429.USD","LU1037948897.HKD","LU2458330169.SGD","IE00BQXX3C00.GBP","IE0034224299.USD","LU0719512351.SGD","LU2471134952.CNY","AVXC","LU0823414551.USD","TEK","LU0572940350.SGD","LU0345770308.USD","LU2125154935.USD","BK4591","LU0198837287.USD","LU1323610961.USD","LU0072462343.USD","SG9999000418.SGD","CGDG","LU1303224171.USD","LU1989764664.SGD","LU0965508806.USD","LU0882747503.HKD","LU0384037296.USD","LU2360106780.USD","CGIC","LU0541501648.USD","LU0345770993.USD","TCHI","BK4527","01347","LU0353189680.USD","LU2471134523.USD","LU2125154778.USD","AIQ","LU2089284900.SGD","LU2041044095.USD","LU0056508442.USD","LU0052750758.USD","LU0823421333.USD","LU0124676726.USD","TSMG","06809","LU0323591593.USD","BK4534","LU1852331112.SGD","LU2028103732.USD","LU1211504680.USD","LU0164880469.USD","IE0004086264.USD","688347","LU0316494557.USD","LU1803068979.SGD","ESIM","BK1607","LU0359201612.USD","LU1813983027.USD","BK4548","IE00BYQQ9H92.USD","KNOW","LU1623119135.USD","BK4505","LU1868838027.USD","LU0823421416.USD","688981","LU0359202008.SGD","LU0541502299.USD","LU2111349929.HKD","LU2211815571.USD","LU0348723411.USD","LU0642271901.SGD","LU0353189763.USD","LU1868837565.USD","BK4581","BK4550","LU1267930813.SGD","BK4602","IE00B5TLWC47.USD","LU2023250504.SGD","LU2023251221.USD","TSMY","BLOX","LU0143863198.USD","LU1328277881.USD","LU2471134879.HKD","CHPX","LU0158827948.USD","CGNG","LU0109392836.USD","LU2133065610.SGD","LU2491049909.HKD","TSMU","LU1960683339.HKD","LU2087625088.SGD","LU0067412154.USD","LU0211328371.USD","LU0861579265.USD","LU1282649067.USD","LU1037948541.HKD","LU1868837722.USD","CORO","LU0792757196.USD","LU0158827781.USD","LU2360032135.SGD","LU1989764748.USD","BK4543","LU0708995583.HKD","EMC","IE00BZ199S13.USD","IE0004091025.USD","LU1989772840.SGD","TINS","09903","LU0211327993.USD","LU1152091754.HKD","LU1974910355.USD","LU2750360997.AUD","BK4612","IE0004445239.USD","BK1614","EMM","LU2039709279.SGD","LU2237443978.SGD","BK4585","LU0082616367.USD","LU2237443382.USD","LU2063271972.USD","CNEQ","BK4532","LU0689626769.HKD","LU2249611893.SGD","AVSE","IE00BD6J9T35.USD","LU0965509010.AUD","LU0149721374.USD","LU0878005551.USD","LU1712237335.SGD","LU2089283258.USD","BAI","SPWO","MEMX","WUGI","LU0289960550.SGD","LU1023057109.AUD","LU0823414478.USD","LU0094547139.USD","LU2491050154.USD","LU1508157978.USD","LU1267930490.SGD","LU1770034418.SGD","SGXZ81514606.USD","SGXZ99366536.SGD","LU2247934214.USD","BK4533","LU2092937221.SGD","AVEM","LU2106854487.HKD","603986","TTEQ","BK1610","LU2298321311.HKD","STSM","LU2237443549.SGD","SPTE","LU0880133367.SGD","SG9999004220.SGD","03145","CGGO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660416636","title":"台積電 CoWoS 訂單爆滿外溢，傳英特爾馬來西亞廠支援後段封裝","url":"https://stock-news.laohu8.com/highlight/detail?id=2660416636","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660416636?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 09:59","pubTimestamp":1787104782,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据经济日报报道，台积电先进封装 CoWoS 产能供不应求，业界传出后段部分订单已外溢至英特尔旗下马来西亚厂，由英特尔以部分产能协助封装，服务共同大客户，打破过往生态系竞争惯例。台积电董事长魏哲家此前在法说会上表示，台积电专注前段先进封装，后段短缺部分“乐见更多厂商供应产能”，为共同客户提供灵活替代方案。\n\n报道指出，先进封装产能瓶颈主要在后段放量速度低于前段制程，CoWoS 产能缺口扩大迫使订单外溢。SemiAnalysis Chipbook 数据显示，已有约 13 亿美元 HBM 运往马来西亚，业界分析指英特尔当地厂应已具备大规模 HBM 整合能力。英特尔 CEO 陈立武表示，EMIB-T 技术正在确保可靠良率，CoWoS 产能不足背景下“英特尔处于能够提供支援的独特位置”。欣兴、日月光投控、家登等重叠供应链有望同步受惠，其中欣兴股价当日涨超 7%。英特尔 EMIB-T 相关应用目标 2027 年量产。 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| 台積電遠期Put大單壓頂，資金一邊買2026年320Put對沖、一邊買2027年560Call博反彈，情緒偏空？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160901552","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160901552?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 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22:16","pubTimestamp":1787062587,"startTime":"0","endTime":"0","summary":"• 随着科技股板块出现全线获利回吐，台积电遭受卖压。\n• 先进制程资本支出持续攀升，促使机构投资者展开战术性投资组合再平衡。\n• 强劲的运营指标和高产能利用率构成了结构性支撑。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240221/21df77228ec5331d158f4ace298e9490.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240221/21df77228ec5331d158f4ace298e9490.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/262115389-market-movers-tsm-20260818","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":["LU0823414478.USD","BK4141","LU1917777945.USD","LU0878004406.USD","LU0792757196.USD","IE00BHPRN162.USD","LU2357125470.USD","TSMX","LU0572939691.SGD","LU0823421416.USD","LU1934455194.USD","BK4527","LU1623119135.USD","LU2023251221.USD","TSMZ","LU2247934214.USD","SPWO","CHPX","LU0175139822.USD","LU1267930813.SGD","IE00B3M56506.USD","LU0211327993.USD","LU1989772923.USD","BK4585","IE0004091025.USD","LU0359201612.USD","LU0094547139.USD","BK4534","LU1282649067.USD","LU2860962120.EUR","BK4503","SG9999004220.SGD","LU1868838027.USD","LU0143863198.USD","SGXZ81514606.USD","TTEQ","IE00B5TLWC47.USD","LU0238689110.USD","LU0541502299.USD","LU0878005551.USD","LU2471134523.USD","ESIM","IE00BQXX3D17.EUR","LU2063271972.USD","TSMG","LU0642271901.SGD","EMM","LU2089283258.USD","LU0198837287.USD","AVSE","LU0158827948.USD","LU2360032135.SGD","LU1267930490.SGD","LU2543165471.USD","IE0004086264.USD","IE00BYQQ9H92.USD","LU2211815571.USD","LU0823421333.USD","LU0965509283.SGD","LU0072462343.USD","ADVE","LU2506951792.HKD","LU2750360641.GBP","LU2092937221.SGD","LU0345770308.USD","LU1852331112.SGD","LU2237443622.USD","LU2089284900.SGD","BK4591","LU1934455277.USD","LU2491050154.USD","LU0310799852.SGD","LU1989764748.USD","LU2750360997.AUD","CGIC","UMMA","LU0211328371.USD","IE0004445239.USD","BLOX","LU0082616367.USD","LU0359201885.HKD","LU0384037296.USD","TSM","LU1316542783.SGD","LU1989772840.SGD","LU2458330169.SGD","LU1023057109.AUD","LU2023250504.SGD","WUGI","BK4512","BK4550","LU1989764664.SGD","LU2133065610.SGD","LU2125154778.USD","LU1211504680.USD","SGXZ99366536.SGD","KNOW","LU2106854487.HKD","LU0124676726.USD","SGXZ51526630.SGD","LU0316494557.USD","LU2491050071.SGD","LU1803068979.SGD","LU0056508442.USD","SMH","LU1037948897.HKD","ASIA","LU0345770993.USD","TSMU","LU2054465674.USD","LU2237443978.SGD","LU2271345857.HKD","AVEM","CNEQ","BK4505","LU2249611893.SGD","LU1282649810.SGD","LU0348723411.USD","LU0323591593.USD","BK4605","LU0488056044.USD","LU1934455863.HKD","AVXC","LU2211814178.USD","LU0823414551.USD","BK4532","LU2028103732.USD","LU0965509010.AUD","IE00BFXG0V08.USD","SG9999000418.SGD","LU0289960550.SGD","LU0882747503.HKD","BK4588","LU0143863784.USD","TSMY","LU0719512351.SGD","STSM","TINS","CGDG","LU2087625088.SGD","BK4602","IE00BD6J9T35.USD","LU2471134879.HKD","LU0689626769.HKD","CORO","LU2458330243.SGD","BK4533","LU2041044095.USD","LU2125154935.USD","LU2491049909.HKD","LU1868837722.USD","FDTX","LU2237443549.SGD","LU0541501648.USD","LU1048588211.SGD","LU0353189763.USD","LU0572940350.SGD","CWI","LU1868837565.USD","LU2471134952.CNY","IE00BQXX3F31.USD","LU2294711713.HKD","LU2111349929.HKD","LU0264606111.USD","LU0861579265.USD","BK4554","CGGO","LU0965509101.SGD","LU1323610961.USD","LU1508157978.USD","LU1974910355.USD","LU0965508806.USD","LU0359202008.SGD","LU2360108059.USD","BK4543","LU2250418816.HKD","SPTE","IE00BQXX3C00.GBP","LU2360106780.USD","IE00BZ199S13.USD","BK4548","LU0158827781.USD","LU0109392836.USD","EMC","LU0889565833.HKD","LU2298321311.HKD","TEK","IE00BKPKM429.USD","03145","AIQ","BAI","BK4526","LU0889566641.SGD","BK4612","LU0353189680.USD","BK4581","LU1037948541.HKD","LU2663582299.SGD","LU2237443382.USD","LU1712237335.SGD","CGNG","LU2471134796.USD","MEMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660461559","title":"段永平，最新大動作曝光！","url":"https://stock-news.laohu8.com/highlight/detail?id=2660461559","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660461559?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 18:37","pubTimestamp":1787049420,"startTime":"0","endTime":"0","summary":"据财报显示，其2026年第二季度单季收入创历史新高。段永平出手调仓英伟达高毅大笔加仓闪迪、美光科技AI光通信、算力、存储芯片这轮反弹行情背后，是头部公司业绩兑现、产业长周期景气预期等多重逻辑驱动。H&H对英伟达的调仓幅度较大，二季度对其减持756万股，至628万股，持仓市值降至12.56亿美元。值得一提的是，二季度期间，英伟达股价创历史新高。值得一提的是，美光科技与闪迪均是高毅今年一季度的新进建仓股。","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/roll/2026-08-18/doc-ininttrs3295545.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":["XLK","DIPS","USD","EMM","SMU00main","GAMR","JGRO","CGGO","LYTE","DRMY","AIS","KNOW","NVDS.UK","TSM","CWI","AIQ","MU","WISE","SPWO","WLDR","LUMA","DISK","FOTO","FTEC","BAI","SNPE","UMMA","AIFD","NVD2.UK","2NVD.UK","CLSE","NVDA","SNVDAmain","CHPS","TSMY","CHPX","EMSF","CGIC","XNTK","AIPI","WUGI","RULE","FTXL","NULC","NVD3.UK","METV","SIXG","HBMX","CGNG","VGT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660953466","title":"阿帕盧薩基金億萬富翁泰珀減持美光，連續6個季度大舉買入一隻優質AI芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=2660953466","media":"环球市场播报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660953466?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 17:57","pubTimestamp":1787047020,"startTime":"0","endTime":"0","summary":"阿帕卢萨基金戴维泰珀在 AI 领域大举调仓泰珀将其第二大持仓减持 41%本季度，泰珀清仓了包括闪迪在内的十余只个股，但最受市场关注的操作是抛售 69 万股美光科技。按市值计算，美光依旧是阿帕卢萨的第二大持仓，但本季度该仓位被削减了41%。这位亿万掌门人持续加码台积电另一边，戴维泰珀仍在持续大举买入台积电。截至 6 月底的季度，他再度增持 32.25 万股台积电，基金的该仓位提升 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| TSM驚現652萬美元實值Call大單押注2026年看漲，IV處歷史低位僅4.78%，偏多情緒升温？","url":"https://stock-news.laohu8.com/highlight/detail?id=1189676549","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189676549?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 09:01","pubTimestamp":1787014893,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing收报430.97 USD，涨幅1.08%。当日TSM期权市场出现一笔规模达652.10万美元的实值CALL大单，买入2026年10月到期、行权价430.0的看涨期权，成为最显眼的多头押注；同时另有87.60万美元的虚值PUT买入，整体大单资金情绪偏多。Call/Put 成交量比为 1.12，整体交投略偏多头。一笔规模为87.60万美元的PUT买入则体现出另一部分资金的防御或偏空表达，交易者买入的是2026-09-18到期、400.0行权价的PUT，共1500张，属于虚值合约。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["TSMZ","CGNG","LU2491050071.SGD","BK4550","IE00BFXG0V08.USD","LU0158827948.USD","LU2249611893.SGD","LU2471134796.USD","IE00BZ199S13.USD","LU1868838027.USD","LU1989764664.SGD","LU0965509010.AUD","LU0965509101.SGD","IE00BKPKM429.USD","BK4554","LU0175139822.USD","LU2506951792.HKD","LU1852331112.SGD","EMM","LU1037948541.HKD","IE0004086264.USD","LU1282649067.USD","LU0572939691.SGD","IE00BHPRN162.USD","LU0384037296.USD","LU2458330243.SGD","LU2750360997.AUD","LU1508157978.USD","CGDG","LU2357125470.USD","LU2211815571.USD","LU2360108059.USD","BK4612","LU0211327993.USD","SGXZ99366536.SGD","BK4581","LU2491050154.USD","LU0889566641.SGD","LU1803068979.SGD","LU2041044095.USD","STSM","LU1316542783.SGD","SG9999000418.SGD","LU1917777945.USD","LU0238689110.USD","LU2054465674.USD","LU0109392836.USD","LU2491049909.HKD","KNOW","LU0316494557.USD","LU2458330169.SGD","BK4141","TSMY","LU1211504680.USD","IE00B5TLWC47.USD","CHPX","LU0488056044.USD","LU1934455863.HKD","LU2211814178.USD","BK4505","LU0348723411.USD","SPTE","LU0889565833.HKD","LU2106854487.HKD","LU0861579265.USD","LU0310799852.SGD","BK4585","LU1989764748.USD","BK4548","LU0264606111.USD","LU0359201612.USD","LU0541502299.USD","LU2237443382.USD","LU1934455194.USD","LU2237443549.SGD","LU0823414478.USD","TSM","BK4527","LU2089283258.USD","LU2111349929.HKD","LU1868837565.USD","SPWO","BK4605","LU0345770993.USD","LU2471134879.HKD","LU2087625088.SGD","LU2237443622.USD","LU2294711713.HKD","LU1323610961.USD","LU0353189763.USD","LU0792757196.USD","LU0094547139.USD","BK4512","IE00BQXX3C00.GBP","WUGI","LU1974910355.USD","BK4526","LU2543165471.USD","LU0541501648.USD","AVSE","LU1023057109.AUD","AVEM","ASIA","LU2471134952.CNY","LU2023251221.USD","LU1267930490.SGD","LU0082616367.USD","LU1712237335.SGD","LU2860962120.EUR","LU1989772840.SGD","IE0004445239.USD","LU0056508442.USD","LU2089284900.SGD","BAI","BK4533","LU0124676726.USD","BK4602","LU0878004406.USD","LU1623119135.USD","LU0823421333.USD","LU2092937221.SGD","LU0198837287.USD","LU2125154935.USD","LU2133065610.SGD","AIQ","CGGO","BK4532","LU0211328371.USD","TEK","BK4543","IE0004091025.USD","LU1934455277.USD","LU0345770308.USD","LU1048588211.SGD","SGXZ81514606.USD","LU0689626769.HKD","ESIM","LU0878005551.USD","BK4534","LU1868837722.USD","LU1989772923.USD","TTEQ","LU2250418816.HKD","TSMX","CORO","EMC","CWI","SMH","LU1267930813.SGD","LU2023250504.SGD","LU2663582299.SGD","CNEQ","03145","CGIC","LU2247934214.USD","LU0823414551.USD","LU2237443978.SGD","LU0965508806.USD","FDTX","LU0359202008.SGD","TINS","BK4591","LU2063271972.USD","LU0882747503.HKD","LU0289960550.SGD","AVXC","LU0359201885.HKD","LU1282649810.SGD","LU0323591593.USD","LU0572940350.SGD","ADVE","LU2360106780.USD","SG9999004220.SGD","LU2360032135.SGD","TSMG","LU2471134523.USD","LU2750360641.GBP","LU2125154778.USD","LU1037948897.HKD","LU0719512351.SGD","LU0353189680.USD","IE00BYQQ9H92.USD","IE00BQXX3D17.EUR","LU0823421416.USD","LU2271345857.HKD","LU0158827781.USD","LU0642271901.SGD","LU0965509283.SGD","LU0143863784.USD","MEMX","IE00BQXX3F31.USD","LU0143863198.USD","UMMA","BK4588","IE00BD6J9T35.USD","LU2298321311.HKD","LU2028103732.USD","BLOX","BK4503","LU0072462343.USD","IE00B3M56506.USD","TSMU","SGXZ51526630.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2660090453","title":"超越南京廠，台積電美國廠獲利暴漲661%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2660090453","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660090453?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 08:45","pubTimestamp":1787013900,"startTime":"0","endTime":"0","summary":"虽然第二季获利环比下滑了6%，但同比大涨了128%。整个2026年上半年，四家子公司合并获利新台币585.29亿元，同比大涨215.4%。值得注意的是，台积电在第二季度从TSMC 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