ENG/中
老虎證券
行情
交易
收費
下載
優惠與活動
幫助
TigerAI
學堂
期權訓練營
投資學堂
機構
財富及資產管理人
自營交易機構
介紹經紀商
三方服務商
股權激勵
關於
關於我們
媒體報道
獎項與榮譽
登入
立即註冊
Toggle
美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
PGIM Jennison Focused Mid-Cap ETF
66.49
+0.8632
1.32%
盤後：
65.63
-0.8632
-1.30%
16:10 EDT
成交量：
11
成交額：
760
市值：
1,994.75萬
市盈率：
- -
高：
66.49
開：
65.63
低：
66.49
收：
65.63
52周最高：
69.99
52周最低：
58.85
股本：
30.00萬
流通股本：
30.00萬
量比：
0.11
換手率：
0.00%
股息：
0.39
股息率：
0.58%
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
京東方A：未來隨着公司投資規模的下降，公司資本開支金額也將在2025年的基礎上逐漸降低
证券日报
·
08/07
AAOI二季度營收按年增86.4%，數據中心收入破億，需求超出產能20%，下半年資本開支將持續加碼
华尔街见闻
·
08/07
Chesapeake Utilities 2026年第二季度財報：資本開支指引上調1億美元
TradingKey中文
·
08/07
西方石油公司預計 2027 年資本開支起步規模為 59 億美元，產量維持持平。
智通财经
·
08/07
得州州長：TeraFab一期資本開支達 168 億美元。
智通财经
·
08/06
Evergy 在電話會議中表示，預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。
智通财经
·
08/06
巴西將基準利率下調至14% 經濟增長放緩且通脹降温
环球市场播报
·
08/06
AI收入佔三成，資本開支卻吃掉86%：SpaceX的賬本正在分裂
BitPush
·
08/05
科技調整接近尾聲？下一階段如何配置？
华尔街见闻
·
08/05
亞洲科技股重挫25-30%，市場定價「EPS下調或資本開支削減」！摩根大通預測：恰恰相反
华尔街见闻
·
08/05
港灣觀點︱2026年7月：盛夏與驚濤
市场资讯
·
08/05
美股科技巨頭資本開支飆升引爆，芯片半導體反攻，費率較低的科創芯片ETF華寶（589190）大漲6%，主線迴歸？
新浪基金
·
08/04
廣發證券：資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間
智通财经
·
08/04
廣發證券：資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間
智通财经
·
08/04
中信建投：北美雲廠商資本開支繼續高增長 關注算力超跌與高股息標的
智通财经
·
08/04
中信建投：北美雲廠商資本開支繼續高增 關注算力超跌與高股息標的
智通财经
·
08/04
韓國通脹降温幅度超預期，政策壓力有所緩解
智通财经
·
08/04
8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億
智通财经网
·
08/04
牛市行情擴散，背後核心誘因只有一個
环球市场播报
·
08/04
8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億
华尔街见闻
·
08/03
更多
{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎證券香港 | 輕鬆買賣美股港股A股/美債/ETF/Crypto/期權期貨","description":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","keywords":"老虎證券,老虎證券開戶,老虎證券香港,老虎證券投資,老虎證券美股,老虎證券登錄,證券開戶,證券公司開戶,股票開戶,香港證券公司,香港證券,證券公司,美股投資平台,小額投資理財,投資app,投資平台,股票買賣,買賣股票平台,炒股app,證券app,新手投資","social":{"ogDescription":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.atigrcrest.com/hant/stock/PJFM/news?page=4"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental","symbol":"PJFM","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"PJFM\",,,,,undefined,":{"symbol":"PJFM","market":"US","secType":"STK","nameCN":"PGIM Jennison Focused Mid-Cap ETF","latestPrice":66.4915,"timestamp":1789156800000,"preClose":65.6283,"halted":0,"volume":11,"hourTrading":{"tag":"盘后","latestPrice":65.6283,"preClose":66.4915,"latestTime":"16:10 EDT","volume":4,"amount":265.966,"timestamp":1789157404789,"change":-0.8632,"changeRate":-0.012982,"amplitude":0},"delay":0,"changeRate":0.013152862408442795,"floatShares":300000,"shares":300000,"eps":0,"marketStatus":"休市中","change":0.8632,"latestTime":"09-11 16:00:00 EDT","open":65.6283,"high":66.4915,"low":66.4915,"amount":760,"amplitude":0,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789372800000},"marketStatusCode":7,"adr":0,"exchange":"CBOE","adjPreClose":65.6283,"sharesOutstanding":250000,"nav":66.5075,"aum":19952253.34,"dividendRate":0.005823,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":65.6283,"preClose":66.4915,"latestTime":"16:10 EDT","volume":4,"amount":265.966,"timestamp":1789157404789,"change":-0.8632,"changeRate":-0.012982,"amplitude":0},"volumeRatio":0.10912678925771759},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"PJFM\",,,,,undefined,":{"symbol":"PJFM","floatShares":300000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.10912678925771759,"shares":300000,"dividePrice":0.3872,"high":66.4915,"amplitude":0,"preClose":65.6283,"low":66.4915,"week52Low":58.8473,"pbRate":"--","week52High":69.99,"institutionHeld":0,"latestPrice":66.4915,"eps":0,"divideRate":0.005823,"volume":11,"delay":0,"ttmEps":0,"open":65.6283,"prevYearClose":58.8473,"prevWeekClose":66.3921,"prevMonthClose":65.9968,"prevQuarterClose":69.7832,"fiveDayClose":66.2339,"twentyDayClose":68.4055,"sixtyDayClose":67.1167},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/PJFM\",params:#limit:5,,,undefined,":[{"date":"2025-12-30","symbol":"PJFM","amount":0.38559,"announcedDate":"2025-12-29","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-30","defaultRemindTime":1767105000000,"name":"PGIM Jennison Focused Mid-Cap ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-01-02","payableDate":"2025-12-30","currency":"USD","dateTimestamp":1767070800000,"payDate":"2026-01-02"},{"date":"2024-12-27","symbol":"PJFM","amount":0.48145,"announcedDate":"2024-12-26","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-27","defaultRemindTime":1735309800000,"name":"PGIMJennison Focused Mid-Cap ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-01-03","payableDate":"2024-12-27","currency":"USD","dateTimestamp":1735275600000,"payDate":"2025-01-03"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"PJFM\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-27","recordDate":"2024-12-27","paymentDate":"2025-01-03","value":0.48145,"currency":"USD"},{"executeDate":"2025-12-30","recordDate":"2025-12-30","paymentDate":"2026-01-02","value":0.38559,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"PJFM\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"PJFM\",pageSize:20,pageCount:4,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2657641532","title":"京東方A：未來隨着公司投資規模的下降，公司資本開支金額也將在2025年的基礎上逐漸降低","url":"https://stock-news.laohu8.com/highlight/detail?id=2657641532","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657641532?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:05","pubTimestamp":1786107900,"startTime":"0","endTime":"0","summary":"京东方A在接受调研时表示，未来，随着公司存量产线折旧持续减少，在建产线项目综合考虑产能爬坡情况分阶段进行转固，公司总体折旧金额将在2025年的基础上开始下降。资本开支方面，显示行业已从大规模扩产的高速发展阶段逐步进入成熟期，未来随着公司投资规模的下降，公司资本开支金额也将在2025年的基础上逐渐降低。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-07/doc-inimpfya9826264.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-07/doc-inimpfya9826264.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":["IYJ","XLIX","BK0188","MADE","000725","LU1508157978.USD","BK0183","VIS","LU1808992512.USD","PJFM","TRUI","BK0028","FIDU","BK4585","REGS","BK4588","PSCI","FRTY","BK0109","LU1655091616.SGD","LU1934453819.USD","LU1580142542.USD","BK0108","LU1781817850.SGD","BK0214","LU2663582299.SGD","LU1979443071.USD","DVIN","BK0152","XLII","BK0196","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657955846","title":"AAOI二季度營收按年增86.4%，數據中心收入破億，需求超出產能20%，下半年資本開支將持續加碼","url":"https://stock-news.laohu8.com/highlight/detail?id=2657955846","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657955846?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 11:52","pubTimestamp":1786074761,"startTime":"0","endTime":"0","summary":"美国光通信制造商AAOI二季度营收1.919亿美元，同比暴增86%，数据中心业务首破亿元大关，800G产品收入环比翻倍。更关键的是，1.6T产品即将完成客户认证并启动出货，管理层描绘的2027年中路径显示，数据中心收发器月收入或达4.71亿美元。需求端已不是问题——客户订单超出供应能力20%至40%，产能能否按时兑现才是问题。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778920","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CLDL","AAOI","AIFD","PJFM","SKYY","AIBU","FMET","UXI","XLIX","XLII","AIO","MADE","WDAI","FRTY","CLOU","HPEL","PSCI","BLOK","WPAI","PBOT","FIDU","FCLD","IYJ","VIS","TRUI","IDGT","WISE","DTCR","DVIN","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657666089","title":"Chesapeake Utilities 2026年第二季度財報：資本開支指引上調1億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2657666089","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657666089?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 05:52","pubTimestamp":1786053142,"startTime":"0","endTime":"0","summary":"Chesapeake Utilities 2026年第二季度营收2.019亿美元，同比增长约4.7%；净利润2540万美元，稀释EPS为1.05美元。公司将2026年资本开支指引上调1亿美元至5.50亿至6.00亿美元。","market":"hk","thumbnail":"https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cdn/images/article/news/stock7.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/earnings/262086074-tradingkey","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":["SQMX","REGS","VIS","XLIX","MADE","DVIN","PSCI","FIDU","PJFM","FRTY","TRUI","UXI","PSET","IYJ","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657659577","title":"西方石油公司預計 2027 年資本開支起步規模為 59 億美元，產量維持持平。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657659577","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657659577?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 01:22","pubTimestamp":1786036928,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["OXY","UXI","REGS","BK4201","BK4588","IYJ","XLIX","PJFM","BK4585","FRTY","VIS","XLII","DVIN","MADE","BK4559","PSCI","OILT","TRUI","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657163727","title":"得州州長：TeraFab一期資本開支達 168 億美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657163727","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657163727?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 22:03","pubTimestamp":1786025008,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["REGS","TRUI","XLII","BK4585","VIS","BK4588","DVIN","PJFM","PSCI","FIDU","IYJ","FRTY","UXI","XLIX","MADE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657634025","title":"Evergy 在電話會議中表示，預計將在堪薩斯州與密蘇里州追加 10 億美元資本開支。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657634025","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657634025?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:12","pubTimestamp":1786021935,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["DVIN","XLII","BK4588","FRTY","MADE","PJFM","XLIX","IYJ","VIS","REGS","PSCI","TRUI","FIDU","BK4585","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657571442","title":"巴西將基準利率下調至14% 經濟增長放緩且通脹降温","url":"https://stock-news.laohu8.com/highlight/detail?id=2657571442","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657571442?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 06:09","pubTimestamp":1785967740,"startTime":"0","endTime":"0","summary":"巴西央行连续第四次会议将基准利率下调25个基点，此前公布的新数据显示，经济增长放缓，通胀降温幅度超预期。以Gabriel Galípolo为首的巴西央行理事会成员周三晚间将基准Selic利率降至14%，符合彭博调查的所有经济学家预期。至此，3月以来的累计降息幅度达到100个基点。巴西央行决策者目前受益于略有改善的短期通胀前景。不过，尽管利率仍处于限制性水平，2028年第一季度的通胀预期仍高于3%的目标。","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/2026-08-06/doc-inimikrx0902392.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":["DSMC","GSLC","KEAT","BAFE","HTAB","IVE","MENV","OALC","NUSA","PJFM","REGL","QTAC","DFGP","DFCF","IGIB","DFAC","ZTRE","VPX","DFUS","ITDG","IVOG","PBL","SAMM","MANI","DYFI","FDV","SNUG","FTBI","CPLS","DWUS","PEZ","TMFM","FDAT","SBND","SPTM","PSCD","ACSG","ROMO","TAOZ","STXT","AFIX","BVAL","VFMF","BWX","FLXR","KNGZ","EPS","LCTO","SECT","IBCA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657922529","title":"AI收入佔三成，資本開支卻吃掉86%：SpaceX的賬本正在分裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2657922529","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657922529?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:00","pubTimestamp":1785934838,"startTime":"0","endTime":"0","summary":"据公司二季度季报，SpaceX 在 2026 年 6 月完成首次公开募股。随后交出的这份上市后首份二季度报告，把太空、Link和 AI 并排写进公开财报。现在，原本藏在内部的投入取舍，也有了可以核对的数字。最容易吸走目光的，是 AI 的增速。不过，据公司二季度业绩附件，AI 分部贡献了合并收入的 32.8%，却占当季资本开支的 86.2%。收入与资本开支没有朝同一处倾斜，这才是这份财报最值得拆开的地方。SpaceX 的新账本已经分成两页。","market":"hk","thumbnail":"https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png","type":0,"news_type":0,"thumbnails":["https://images.bitpush.news/2026/08/special_cn-20260805-178593482992759824.png:cover_7667693.png"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7667693","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7667693","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":"bit_push_news","symbols":["IYJ","SSPC","SPCU","AGIX","SNK","SPAX","AIPO","WSPC","LU1861215975.USD","PSCI","LU2290526834.HKD","UFO","SPCF","WARP","LU1861559042.SGD","BK4585","MADE","FIDU","SPAL","TRUI","QTOC","REGS","ORBX","BK4089","LU1861220033.SGD","DXYZ","UXI","VTHR","XLIX","DVIN","LU2360107168.USD","LU1861558580.USD","MARS","PJFM","CHAT","SPCM","LOFF","XLII","XOVR","FRTY","SPCX","VIS","SPCH","ARTY","BK4588","SPCG","SPCQ","BK4615"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657511762","title":"科技調整接近尾聲？下一階段如何配置？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657511762","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657511762?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 16:26","pubTimestamp":1785918406,"startTime":"0","endTime":"0","summary":"国金证券认为，随着韩国去杠杆、美联储鹰派预期、中东地缘风险等扰动缓解，6月以来全球AI资产调整正接近尾声。AI投资逻辑也将从“资本开支驱动”转向“盈利兑现驱动”，未来配置重点应聚焦投资回报率持续提升、能够将算力投入转化为收入、利润和现金流的企业，而非单纯扩大资本开支的公司。","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://wallstreetcn.com/articles/3778737","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":["MADE","US12M.BOND","ARTY","BK4588","US3Y.BOND","AGIX","REGS","TRUI","US30Y.BOND","AIPO","VIS","PJFM","US7Y.BOND","QTOC","US6M.BOND","XLII","BK4585","FIDU","CHAT","US2Y.BOND","US10Y.BOND","IYJ","UXI","XLIX","FRTY","US5Y.BOND","VTHR","DVIN","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657592594","title":"亞洲科技股重挫25-30%，市場定價「EPS下調或資本開支削減」！摩根大通預測：恰恰相反","url":"https://stock-news.laohu8.com/highlight/detail?id=2657592594","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657592594?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:06","pubTimestamp":1785899179,"startTime":"0","endTime":"0","summary":"摩根大通力排众议，宣布当前是买入亚洲科技股的时机。该行指出，亚洲科技股及费城半导体指数累计下跌25%-30%，但基本面毫无恶化迹象——AI扩展定律完好、超大规模云服务商资本开支2027年将飙至1.49万亿美元、合同积压规模创历史新高，EPS仍将持续上调。市场的悲观定价，或正是最佳买点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778714","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":["FLAX","PJFM","PSCI","XLII","IYJ","XSOE","VIS","XLIX","FIDU","DVIN","FRTY","MADE","PGF","REGS","TRUI","UXI","AAXJ","SPWO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657594380","title":"港灣觀點︱2026年7月：盛夏與驚濤","url":"https://stock-news.laohu8.com/highlight/detail?id=2657594380","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657594380?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 10:22","pubTimestamp":1785896520,"startTime":"0","endTime":"0","summary":"港湾观点︱2026年7月：盛夏与惊涛来源：东方港湾投资管理港湾观点作者：东方港湾黄海平备注：封面图由AI制作AI行业像一列加速行驶的列车，而车厢里的投资人却在7月份越来越晕车。回顾整个7月，纳斯达克指数下跌了3.20%，而上半年备受追捧的费城半导体指数下跌20.61%，存储指数下跌31.79%。台积电全面上调全年营收指引，提高资本支出预算，积极扩产。Anthropic的ARR增长势头也未结束，第三方信息显示Anthropic在7月份的ARR已经突破700亿美元。","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://finance.sina.com.cn/money/smjj/smgd/2026-08-05/doc-inimfshr4724722.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","CGGO","PJFM","VIS","AVEM","CWI","TSMG","XLIX","UXI","XLII","IYJ","CGDG","DVIN","CGNG","ESIM","TSMY","ARTY","QTOC","TSM","STSM","MADE","TEK","AIPO","CGIC","FRTY","AIQ","CHAT","TSMU","EMM","ASIA","FDTX","VTHR","FIDU","TINS","BLOX","CHPX","REGS","TRUI","WUGI","PSCI","SPTE","TSMZ","AVSE","TTEQ","BAI","03145","AVXC","KNOW","CNEQ","ADVE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656580791","title":"美股科技巨頭資本開支飆升引爆，芯片半導體反攻，費率較低的科創芯片ETF華寶（589190）大漲6%，主線迴歸？","url":"https://stock-news.laohu8.com/highlight/detail?id=2656580791","media":"新浪基金","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656580791?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 14:40","pubTimestamp":1785825600,"startTime":"0","endTime":"0","summary":"8月4日，A股风格突变，芯片半导体再度狂飙，截至发稿，同类费率较低*的科创芯片ETF华宝场内价格大涨6%，收复年线。*公开数据显示，科创芯片ETF华宝管理费0.3%，托管费率0.08%，综合费率0.38%，在同标的指数ETF中费率较低。风险提示：科创芯片ETF华宝及其联接基金被动跟踪上证科创板芯片指数，该指数基日为2019.12.31，发布日期为2022.6.13。","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://finance.sina.com.cn/money/fund/etf/2026-08-04/doc-inimctrf4070678.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["CGGG","QMFE","VIS","UXI","QMAG","ACGR","NFEB","PSCI","QHDG","SOXX","CHPY","FFLG","TMFC","589190","SMHX","NOCT","IWLG","MMLG","LGDS","XSD","FWD","TRUI","TECY","TEKX","QBUF","NDEC","BUFQ","CWC","LRGE","PBQQ","FRTY","QMMY","TLG","CHAT","XLII","EGGS","SOXQ","159582","SOXS","VGT","IYJ","MGC","MQQQ","PJFM","SMH","AFGR","CHPS","USD","SOXY","PWB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656398584","title":"廣發證券：資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2656398584","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656398584?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 12:43","pubTimestamp":1785818603,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["TEKX","BK4585","SMH","XLII","XLIX","TECY","XSD","CWC","MADE","BK4588","PJFM","BK4535","FRTY","CHPY","TRUI","SOXX","FWD","EIS","SSG","CHPS","REGS","SMHX","IYJ","USD","PSI","VIS","UXI","MQQQ","PSCI","NBDS","FTXL","SOXS","DVIN","SOXQ","KSTR","VGT","SOXL","FIDU","SOXY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656813085","title":"廣發證券：資本開支驅動半導體物流需求擴容 專業化與國產替代打開成長空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2656813085","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656813085?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 11:40","pubTimestamp":1785814859,"startTime":"0","endTime":"0","summary":"智能化厂内物流晶圆厂扩产拉动AMHS需求，国产替代进入加速阶段。风险提示半导体产业链资本开支及扩产不及预期风险;国际贸易及出口管制风险;行业竞争加剧与航空运价波动风险;AMHS国产替代及业务拓展不及预期风险;危化品及精密物流运营安全风险。","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/1475631.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":["TECY","KSTR","FTXL","BK4535","BK0188","PJFM","FRTY","SOXL","BK4585","NBDS","000776","VIS","01776","MADE","REGS","SOXQ","PSCI","SOXS","XLII","LU1934453819.USD","XSD","XLIX","SOXY","159582","FIDU","BK0276","SG9999001093.SGD","TRUI","MQQQ","SSG","LU1979443071.USD","CHPY","TEKX","USD","SMH","EIS","BK0183","BK0012","FWD","PSI","CHPS","BK1147","DVIN","SMHX","BK0028","SOXX","CWC","IYJ","VGT","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889765","title":"中信建投：北美雲廠商資本開支繼續高增長 關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889765","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889765?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:55","pubTimestamp":1785801300,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["PRIZ","IYJ","XLIX","CGVV","MADE","DVIN","TRUI","PY","QUSA","EASY","FIDU","PJFM","UXI","ABEQ","VIS","BK4585","FRTY","FTDS","PSCI","BK4588","XLII","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889415","title":"中信建投：北美雲廠商資本開支繼續高增 關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889415","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889415?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:42","pubTimestamp":1785800527,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信建投发布研报称，2026Q2，北美头部云厂商资本开支继续高增。中信建投主要观点如下：2026年二季度，北美头部云厂商资本开支继续高增，AWS、微软、Google和Meta单季资本开支分别约为542亿美元、410亿美元、449亿美元和311亿美元，合计1712亿美元，环比、同比均保持较快增长势头。此外，鉴于二季度AI产业链持仓较重，市场近期调整，出现高低切迹象，建议关注低估值、高股息标的。","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/1475530.html","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":"stock_zhitongcaijing","symbols":["REGS","BK4588","PJFM","CGVV","MADE","EASY","PY","TRUI","ABEQ","FRTY","PSCI","601066","BK4585","PRIZ","BK0276","XLIX","FIDU","QUSA","159207","VIS","IYJ","FTDS","DVIN","UXI","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656730070","title":"韓國通脹降温幅度超預期，政策壓力有所緩解","url":"https://stock-news.laohu8.com/highlight/detail?id=2656730070","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656730070?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 07:06","pubTimestamp":1785798392,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["JHAC","GCIG","VCLT","KORP","DYNB","WBIL","BAMA","DSCF","PRTO","TMFM","AVLC","ERNZ","TABD","SCEC","IVE","SQS","FSIG","PJFM","NUSA","TAOZ","JSCP","VPX","BLUX","MSSS","IMCG","ACSG","MANI","DWUS","FDV","GSLC","OALC","LKOR","GDMA","SPHD","DFAC","ELM","EDOW","DYFI","FCBD","SPTM","EAOK","TOAO","AUSF","IBCA","LDUR","NBTR","ENAV","FDAT","ITDG","NVBT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656300963","title":"8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億","url":"https://stock-news.laohu8.com/highlight/detail?id=2656300963","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656300963?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 06:33","pubTimestamp":1785796387,"startTime":"0","endTime":"0","summary":"经调整后，高盛估计2026年美国境内AI投资约为5810亿美元，全球总量则约为1.019万亿美元。","market":"hk","thumbnail":"https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475524.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK4585","ARTY","DVIN","AIPO","IYJ","TRUI","PJFM","REGS","FIDU","QTOC","XLII","CHAT","VTHR","MADE","UXI","VIS","AGIX","BK4588","PSCI","FRTY","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656303764","title":"牛市行情擴散，背後核心誘因只有一個","url":"https://stock-news.laohu8.com/highlight/detail?id=2656303764","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656303764?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 01:10","pubTimestamp":1785777000,"startTime":"0","endTime":"0","summary":"市场担忧头部科技企业开支过度，并且这类高额投入还将持续、持续拖累现金流，促使股市行情明显扩散至更多板块。奥本海默提到，一个标志性现象出现：自 2009 年以来，等权重标普 500 指数首次跑赢市值加权标普 500 指数，超额收益超过 7.3%。公司并未披露任何 2027 年资本开支详细预期。Alphabet 二季度资本开支达到 449 亿美元，略高于华尔街预期的 447 亿美元。","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://finance.sina.com.cn/stock/usstock/c/2026-08-04/doc-inimamwc5730038.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":["PJFM","VIS","ABLS","CAFG","XLIX","UXI","XLII","IYJ","DVIN","MADE","FRTY","SCOW","FIDU","REGS","SFLO","TRUI","PSCI","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656717243","title":"8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億","url":"https://stock-news.laohu8.com/highlight/detail?id=2656717243","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656717243?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 20:57","pubTimestamp":1785761838,"startTime":"0","endTime":"0","summary":"高盛认为，市场广泛引用的约8000亿美元AI资本开支明显低估，遗漏了非美国企业及私募公司的投资，并混入部分非AI支出。调整后预计，2026年全球AI实际投资规模将达1.02万亿美元，显示AI资本开支周期的体量与持续性均强于市场预期。","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://wallstreetcn.com/articles/3778593","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":["MADE","TRUI","PJFM","DVIN","AGIX","VIS","XLII","IYJ","AIPO","REGS","BK4585","XLIX","FRTY","VTHR","ARTY","QTOC","FIDU","BK4588","PSCI","CHAT","UXI"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":4,"totalSize":145,"code":"91000000","status":"200"}]}}