美股詳情

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THEMES CLOUD COMPUTING ETF

34.00

+0.06250.18%

盤後：33.94-0.0625-0.18%16:10 EDT

成交量：171

成交額：5,829

市值：204.00萬

市盈率：- -

高：34.00

開：33.94

低：34.00

收：33.94

52周最高：36.47

52周最低：24.72

股本：6.00萬

流通股本：6.00萬

量比：0.33

換手率：0.29%

股息：0.48

股息率：1.40%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞公告

營收暴增53%仍被砸盤！AppLovin(APP.US)盤後一度崩跌逾25% 只因AI模型升級只慢了一步

AppLovin季度營收未達預期，股價下跌17%

Sandisk、eBay、AppLovin、固特異：盤後交易中值得關注的個股動態

期權聚焦 | ServiceNow驚現477萬美元合成多頭押注突破140美元，但同日240萬賣Call大單壓制上沿，多空分歧加劇？

CrowdStrike Holdings Inc(CRWD)股票8月4日盤中上漲3.34%：原因全解讀

TradingKey中文

ServiceNow推出六大自主安全解決方案，構建AI時代防禦體系

环球市场播报

英偉達、思科、CROWDSTRIKE正在起草 AI 安全指引。

期權聚焦 | ServiceNow看漲情緒濃厚，百萬美元賣遠月深度虛值Put收租，22萬買入虛值Call押注突破

現在服務公司(NOW)股票8月3日盤中上漲3.79%：投資者必看的核心信息

TradingKey中文

Applovin Corp(APP)股票8月3日盤中上漲4.10%：真相來了

TradingKey中文

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

CrowdStrike Holdings Inc(CRWD)股票8月3日盤中上漲3.55%：原因全解讀

TradingKey中文

ServiceNow首席執行官如何考量長期戰略佈局

环球市场播报

SaaS板塊集體上攻 ServiceNow（NOW）漲4.17% 機構指AI應用板塊切換至基本面驅動行情

雲計算板塊盤初普漲 CoreWeave（CRWV）漲逾8% 小摩料27年全球雲計算資本支出達1.2萬億美元

美股AI應用軟件股集體走強，ServiceNow升逾7%，Snowflake、Figma升逾6%

老虎资讯综合

市場消息：帕洛阿爾託網絡與谷歌雲開展合作。

高盛：將應用材料(AMAT.US)、達美航空(DAL.US)、微軟(MSFT.US)、聯合包裹(UPS.US)等納入美股

CrowdStrike Holdings Inc(CRWD)股票7月31日收盤上漲3.20%：背後推手曝光

TradingKey中文

Applovin Corp(APP)股票7月31日盤中下跌3.28%：原因全解讀

TradingKey中文

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06:11","pubTimestamp":1785967878,"startTime":"0","endTime":"0","summary":"AppLovin季度营收未达预期，股价下跌17%路透8月5日-营销平台AppLovin（APP.O）周三公布的第二季度营收未达华尔街预期，这凸显了持续的经济不确定性对广告预算造成的压力。具体情况如下：AppLovin公司依靠其人工智能驱动的广告引擎为用户匹配相关广告，其股价在盘后交易中暴跌17.4%。据伦敦证券交易所集团（LSEG）汇编的数据，该公司季度营收为19.24亿美元，低于分析师平均预期的19.35亿美元。其第三季度营收预测为20.6亿至20.9亿美元，与分析师预期的20.7亿美元基本一致。AppLovin的AXON平台帮助移动应用开发者（尤其是游戏行业）投放定向广告。","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260805:nL4S4422N1:1","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":["LU0097036916.USD","BK4608","XDAT","LU2290526834.HKD","IE00BZ9MQY76.HKD","LU1861215975.USD","BK4539","LU2360106780.USD","LU1852331112.SGD","LU1861220033.SGD","LU0154236417.USD","APPX","LU0056508442.USD","LU2360107168.USD","CLOD","LU0353189680.USD","LU2063271972.USD","LU2087625088.SGD","IE00B894F039.SGD","LU2250418816.HKD","BK4588","LU0353189763.USD","BK4023","IE00B19Z9Z06.USD","BK4585","BK4613","IE00B19Z9P08.USD","APP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172916291","title":"Sandisk、eBay、AppLovin、固特異：盤後交易中值得關注的個股動態","url":"https://stock-news.laohu8.com/highlight/detail?id=1172916291","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172916291?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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| ServiceNow驚現477萬美元合成多頭押注突破140美元，但同日240萬賣Call大單壓制上沿，多空分歧加劇？","url":"https://stock-news.laohu8.com/highlight/detail?id=1162266825","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162266825?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:03","pubTimestamp":1785891783,"startTime":"0","endTime":"0","summary":"ServiceNow收报118.14美元，涨幅3.46%。当日期权市场出现显著多空博弈，一笔477.36万美元的合成多头大单强势押注长期突破，但同时有240.00万美元卖出虚值看涨期权的单腿大单压制上行空间，情绪分歧明显。大单交易一笔规模达477.36万美元的合成多头组合成为当日最受关注的大单，结构上是买入2027-02-19到期的140.00 CALL，同时卖出同到期的95.00 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| ServiceNow看漲情緒濃厚，百萬美元賣遠月深度虛值Put收租，22萬買入虛值Call押注突破","url":"https://stock-news.laohu8.com/highlight/detail?id=1105823695","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105823695?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:02","pubTimestamp":1785805377,"startTime":"0","endTime":"0","summary":"ServiceNow收盘报114.19美元，涨幅2.66%。期权市场看涨情绪浓厚，多笔大单透露出资金的积极布局。一笔近百万美元的卖出Put收租和一笔超22万美元的买入Call押注突破，共同构成了当日偏多基调，Call/Put成交量比高达2.70。整体来看，NOW期权大单情绪明显偏多，且多头态度具有一定层次性：一部分资金通过深度虚值PUT卖出进行收租式看多，显示对下方风险的容忍度较高；另一部分资金则直接买入远端虚值CALL，体现对未来上涨空间的主动押注。","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":["BK4566","LU2023251221.USD","IE00BZ9MQY76.HKD","LU2381873111.SGD","LU1153585028.USD","LU0082616367.USD","LU0943347566.SGD","LU1323610961.USD","LU0672654240.SGD","LU1989764664.SGD","LU1989764748.USD","LU2063271972.USD","LU0823434583.USD","LU2458330169.SGD","LU0109391861.USD","LU1988902786.USD","BK4588","LU1803068979.SGD","LU0354030438.USD","BK4528","LU2125909593.SGD","LU0708995401.HKD","BK4581","IE00BMPRXR70.SGD","LU0719512351.SGD","BK4608","NOW","LU0265550946.USD","LU0820561909.HKD","LU2125909759.SGD","LU0158827781.USD","BK4534","LU1116320901.HKD","LU0889565833.HKD","LU2106854487.HKD","LU0353189680.USD","BK4607","NOWL","IE00BMPRXN33.USD","LU2111349929.HKD","LU2543165471.USD","LU2264538146.SGD","BK4585","IE00B19Z9P08.USD","LU1951200564.SGD","LU2089283258.USD","LU1923623000.USD","LU0320765059.SGD","LU1951198990.SGD","LU1116320737.USD","LU0158827948.USD","LU2286300806.USD","LU1064131342.USD","LU2023250843.SGD","BK4503","LU0316494557.USD","LU2087625088.SGD","BK4550","IE00B894F039.SGD","LU1551013425.SGD","LU0689472784.USD","LU1917777945.USD","LU2023250504.SGD","LU2271345857.HKD","LU2458330243.SGD","LU0265550359.USD","LU1923622291.USD","LU0820561818.USD","LU0354030511.USD","LU1989772923.USD","BK4097","LU2125909916.SGD","LU2433249047.HKD","LU0011850046.USD","LU2089284900.SGD","LU0081259029.USD","LU0823434740.USD","BK4543","CLOD","LU0348723411.USD","LU1551013342.USD","LU1923622614.USD","LU1974910355.USD","LU1989772840.SGD","LU2125909247.SGD","LU0109392836.USD","LU0353189763.USD","IE00B19Z9Z06.USD","BK4613","LU2028103732.USD","LU1267930730.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656230939","title":"現在服務公司(NOW)股票8月3日盤中上漲3.79%：投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2656230939","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656230939?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 03:16","pubTimestamp":1785784586,"startTime":"0","endTime":"0","summary":"• ServiceNow报告了强劲的订阅收入增长，以及持续扩张的大型交易管线。\n• 将生成式AI整合到工作流解决方案中，推动了更高层级订阅的采用和利润率的提升。\n• 有利的宏观经济转变和美债收益率的企稳支撑了该股的估值。","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/262071439-market-movers-now-20260803","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":["LU2433249047.HKD","LU1923623000.USD","LU1989764664.SGD","LU0082616367.USD","LU0354030438.USD","LU0719512351.SGD","LU0354030511.USD","LU2087625088.SGD","NOW","LU1551013342.USD","LU1989764748.USD","BK4608","CLOD","LU0348723411.USD","LU2458330243.SGD","LU0265550359.USD","BK4607","BK4534","LU0109391861.USD","LU0689472784.USD","LU1116320737.USD","LU1803068979.SGD","LU1951200564.SGD","LU1551013425.SGD","BK4581","LU2381873111.SGD","LU0708995401.HKD","BK4528","LU0820561909.HKD","NOWL","LU2023251221.USD","LU2028103732.USD","IE00B894F039.SGD","LU1988902786.USD","LU0158827948.USD","BK4585","LU0316494557.USD","LU2023250843.SGD","LU2125909759.SGD","LU0011850046.USD","BK4588","BK4543","LU1267930730.SGD","LU1989772840.SGD","LU1323610961.USD","BK4097","IE00BMPRXN33.USD","LU0820561818.USD","LU2106854487.HKD","LU2264538146.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656066343","title":"Applovin Corp(APP)股票8月3日盤中上漲4.10%：真相來了","url":"https://stock-news.laohu8.com/highlight/detail?id=2656066343","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656066343?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 02:16","pubTimestamp":1785780980,"startTime":"0","endTime":"0","summary":"• AppLovin股价上涨，得益于其AI驱动的推荐引擎表现以及收入多元化。\n• 该公司报告年度营收为54.8亿美元，利润为33.3亿美元。\n• 分析师维持“买入”评级，平均目标价为654.04美元。","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20251024/applovin-00fd0f57ca9840a2956911818360b64d.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/applovin-00fd0f57ca9840a2956911818360b64d.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/262071362-market-movers-app-20260803","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":["XDAT","LU0353189763.USD","BK4613","LU1861220033.SGD","LU0154236417.USD","IE00B894F039.SGD","IE00BZ9MQY76.HKD","APP","LU2360107168.USD","LU2063271972.USD","LU2250418816.HKD","LU0097036916.USD","BK4539","LU1852331112.SGD","LU0353189680.USD","BK4608","BK4023","IE00B19Z9Z06.USD","IE00B19Z9P08.USD","CLOD","LU1861215975.USD","APPX","LU2290526834.HKD","BK4585","LU2360106780.USD","BK4588","LU2087625088.SGD","LU0056508442.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656037943","title":"派拓網絡(PANW)股票8月3日盤中上漲3.12%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2656037943","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656037943?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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":"nz","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":["LU1861220033.SGD","BK4550","BK4097","LU0823421333.USD","PALD","WCLD","LU1623119135.USD","LU1923622291.USD","LU0823421416.USD","IE00B19Z9505.USD","IE00B19Z8X17.USD","LU0266013472.USD","LU1720051108.HKD","PANW","BK4598","LU0823434583.USD","LU2095319765.USD","BK4588","LU0082616367.USD","LU1712237335.SGD","CIBR","PSWD","WCBR","LU0234570918.USD","LU2210149790.SGD","LU0823434740.USD","CLOD","IGV","LU1861215975.USD","SG9999001424.SGD","IE00BZ1G4Q59.USD","AIFD","LU1169589451.USD","LU2106854487.HKD","LU2023250843.SGD","BUG","LU0081259029.USD","LU2286300806.USD","IHAK","LU0348723411.USD","LU1804176565.USD","PALU","HAKY","LU1169590202.USD","IE00BMPRXN33.USD","LU1917777945.USD","PANG","IE00BKVL7J92.USD","LU1989764748.USD","SPAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656303363","title":"CrowdStrike Holdings Inc(CRWD)股票8月3日盤中上漲3.55%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2656303363","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656303363?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 00:16","pubTimestamp":1785773785,"startTime":"0","endTime":"0","summary":"• 受机构买盘及预期财务报告披露的推动，CrowdStrike 股价剧烈波动。\n• 得益于强劲的企业业务表现和平台留存率，分析师纷纷上调了其目标价。\n• 尽管机构资金动能积极且该企业在网络安全领域占据主导地位，但技术指标仍释出了卖出信号。","market":"nz","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/262071077-market-movers-crwd-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":["LU1548497426.USD","BK4532","LU1804176565.USD","CRWL","CLOD","LU2106854487.HKD","LU1992135399.USD","LU1951200564.SGD","LU2211815571.USD","BK4543","LU2125909593.SGD","LU2264538146.SGD","BK4588","BK4528","LU0266013472.USD","LU2357305700.SGD","BK4585","IGV","LU2023250504.SGD","LU1992135472.HKD","LU2272731782.SGD","HAKY","IE00B19Z9P08.USD","CIBR","BK4598","CRWD","PSWD","LU1951198990.SGD","LU1720051017.SGD","LU2125909759.SGD","AIPI","LU1923623000.USD","LU2125909916.SGD","BK4560","LU1988902786.USD","LU1917777945.USD","BK4097","LU1923622291.USD","LU1974910355.USD","BUG","IE00B894F039.SGD","WCBR","LU1064131342.USD","LU1923622614.USD","BK4551","LU2272731600.USD","LU2433249047.HKD","IE00BZ9MQY76.HKD","SPAM","LU0081259029.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656377160","title":"ServiceNow首席執行官如何考量長期戰略佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2656377160","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656377160?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:36","pubTimestamp":1785767760,"startTime":"0","endTime":"0","summary":"ServiceNow 首席执行官比尔麦克德莫特上周五接受我的采访时表示：“倘若首席执行官不能持续推动企业领跑市场，这个岗位的意义何在？”上周五，ServiceNow 股价约 111 美元，较高点 194.72 美元回落近 43%。他提出，市场出于对人工智能颠覆行业的担忧，对 SaaS 企业重新估值，ServiceNow 受到波及实属误判。","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://finance.sina.com.cn/stock/usstock/c/2026-08-03/doc-inimafpx4439739.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":["LU0823434740.USD","LU2087625088.SGD","LU0081259029.USD","CLOD","LU0689472784.USD","LU2271345857.HKD","BK4503","LU2125909247.SGD","LU1974910355.USD","LU1153585028.USD","BK4528","LU0158827948.USD","LU0353189763.USD","NOW","LU0672654240.SGD","LU2089283258.USD","LU0348723411.USD","LU1923622291.USD","LU1923622614.USD","IE00B894F039.SGD","LU2125909593.SGD","NOWL","BK4588","BK4550","LU1989772840.SGD","LU0823434583.USD","LU0354030438.USD","LU0109392836.USD","LU2023250504.SGD","LU0109391861.USD","LU2111349929.HKD","LU1917777945.USD","BK4613","IE00B19Z9P08.USD","LU1988902786.USD","BK4543","LU2089284900.SGD","LU2028103732.USD","LU2458330243.SGD","IE00BZ9MQY76.HKD","LU2286300806.USD","LU2106854487.HKD","LU2381873111.SGD","LU1803068979.SGD","LU2125909916.SGD","BK4607","LU1951198990.SGD","BK4585","LU2264538146.SGD","LU1551013342.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656937793","title":"SaaS板塊集體上攻 ServiceNow（NOW）漲4.17% 機構指AI應用板塊切換至基本面驅動行情","url":"https://stock-news.laohu8.com/highlight/detail?id=2656937793","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656937793?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:28","pubTimestamp":1785767322,"startTime":"0","endTime":"0","summary":"消息面上，国信证券新近指，AI 应用领域，由于模型侧降价叠加新场景，需求端有望加速膨胀。一方面，模型能力上台阶与推理成本下探正在同步发生。该行认为，具备场景卡位优势、数据积累壁垒和核心技术能力的垂直应用厂商，将迎来业绩加速释放与估值体系重构的双重机遇，AI 应用板块正从主题投资切换至基本面驱动的行情。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303351","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":["LU0689472784.USD","BK4503","LU2125909247.SGD","LU0353189763.USD","LU0672654240.SGD","LU0316494557.USD","LU2458330169.SGD","IE00B894F039.SGD","LU2125909593.SGD","LU2543165471.USD","LU0708995401.HKD","LU1989764664.SGD","LU0320765059.SGD","LU2023250843.SGD","LU1116320901.HKD","BK4543","LU2089284900.SGD","LU1803068979.SGD","LU2264538146.SGD","LU1989764748.USD","LU0082616367.USD","LU0943347566.SGD","LU1116320737.USD","IE00BMPRXR70.SGD","LU1974910355.USD","LU0353189680.USD","LU1153585028.USD","LU2023251221.USD","LU0348723411.USD","LU1923622291.USD","NOWL","BK4588","BK4550","LU1989772840.SGD","LU0354030511.USD","LU2023250504.SGD","LU0820561909.HKD","LU0109391861.USD","IE00B19Z9P08.USD","LU1988902786.USD","IE00BZ9MQY76.HKD","LU2286300806.USD","LU2381873111.SGD","LU2125909916.SGD","LU1951198990.SGD","LU0265550359.USD","LU1551013342.USD","LU0823434740.USD","LU2087625088.SGD","LU0719512351.SGD","LU2433249047.HKD","LU0889565833.HKD","CLOD","LU0820561818.USD","LU2271345857.HKD","BK4528","LU0265550946.USD","NOW","BK4608","LU1923622614.USD","LU1551013425.SGD","LU0823434583.USD","LU1323610961.USD","LU2111349929.HKD","LU1917777945.USD","LU1951200564.SGD","LU2458330243.SGD","LU2106854487.HKD","BK4534","BK4607","LU1267930730.SGD","LU1989772923.USD","LU0081259029.USD","BK4581","BK4097","LU2125909759.SGD","IE00B19Z9Z06.USD","IE00BMPRXN33.USD","LU0158827948.USD","LU1923623000.USD","LU2089283258.USD","LU2063271972.USD","LU0354030438.USD","BK4566","LU0109392836.USD","LU0158827781.USD","BK4613","LU1064131342.USD","LU2028103732.USD","LU0011850046.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656372957","title":"雲計算板塊盤初普漲 CoreWeave（CRWV） 漲逾8% 小摩料27年全球雲計算資本支出達1.2萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656372957","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656372957?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 21:56","pubTimestamp":1785765415,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股云计算板块盘初普涨，截至发稿，CoreWeave  涨 8.01%，ServiceNow  涨 7.01%，甲骨文  涨 5.63%，Meta Platforms  涨 5.53%，阿里巴巴  涨 5.49%，赛富时  涨 4.88%，微软  涨 4.97%，谷歌 - A  涨 4.54%，亚马逊  涨 4.44%。消息面上，摩根士丹利新近研究预计，全球云计算资本支出将在 2027 年达到 1.2 万亿美元，同比增长 30%，较第二季度前估算高出 1700 亿美元。Alphabet 、Amazon 和 Meta 均上调了 2026 年资本支出指引，而 Microsoft 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尽管年度经常性收入增长保持韧性，但技术指标提示了潜在的卖出条件。","market":"nz","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/262068229-market-movers-crwd-20260731","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":["BK4543","LU2357305700.SGD","LU2211815571.USD","PSWD","IGV","LU2433249047.HKD","SPAM","BK4528","LU2023250504.SGD","IE00B19Z9Z06.USD","LU1974910355.USD","LU1720051108.HKD","BK4588","CLOD","LU2125909759.SGD","BUG","LU1804176565.USD","LU2264538146.SGD","IE00BZ9MQY76.HKD","LU2286300806.USD","AIPI","LU2272731600.USD","CRWD","IE00B894F039.SGD","BK4598","LU1923622291.USD","LU0081259029.USD","LU1917777945.USD","BK4551","LU1951198990.SGD","HAKY","CIBR","BK4585","LU1988902786.USD","LU1992135399.USD","LU1064131342.USD","BK4097","LU0266013472.USD","LU1951200564.SGD","LU2125909247.SGD","LU1548497426.USD","LU2125909916.SGD","BK4560","LU2106854487.HKD","LU1992135472.HKD","BK4532","LU2125909593.SGD","LU1923622614.USD","WCBR","CRWL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656284393","title":"Applovin Corp(APP)股票7月31日盤中下跌3.28%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2656284393","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656284393?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 01:16","pubTimestamp":1785518180,"startTime":"0","endTime":"0","summary":"• 在市场资金广泛从软件和成长股轮出的背景下，AppLovin股价有所下跌。\n• 鉴于数字广告行业前景悲观，投资者正在重新评估估值倍数。\n• 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