美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Vanguard Industrials ETF

331.15

+3.961.21%

盤後：331.150.00000.00%19:30 EDT

成交量：4.64萬

成交額：1,535.47萬

市值：78.87億

市盈率：7.76

高：332.08

開：330.92

低：330.01

收：327.19

52周最高：362.21

52周最低：282.03

股本：2,381.80萬

流通股本：2,381.80萬

量比：0.41

換手率：0.19%

股息：3.12

股息率：0.94%

每股收益(TTM):42.70

每股收益(LYR):42.70

淨資產收益率：11.54%

總資產收益率：0.79%

市淨率：1.32

市盈率(LYR):7.76

資料載入中...

總覽公司新聞公告

在騰訊2026Q2財報業績電話會上，騰訊總裁劉熾平回應了二季度公司資本開支增加的問題。他表示，騰訊的確正在算力上進行大規

【券商聚焦】華泰證券維持港燈-SS（02638）「買入」評級指高資本開支有望增厚淨利

【券商聚焦】中信證券：AI 資本開支浪潮重點關注現金流期限錯配風險

天量資本開支的「來源」：科技巨頭的「隱藏槓桿」究竟有多高？

华尔街见闻

AGI之後，硅谷又為資本開支找了一個新理由

大摩：全球雲資本開支2027年料激增29% 算力需求下四大巨頭產能全線告急

大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急

大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急

大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急

AI算力資本開支估算：3-4萬億美元算得出來，但兑現條件極其苛刻

大跌之後如何收復失地？

興證策略：大跌之後如何收復失地三類典型案例

东方财富网

國信策略：再議科技M頂科技第二波何時來？

大跌之後如何收復失地？

雪佛龍預計年末資本開支將落在 180‑190 億美元指引區間的下限。

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

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

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

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。

得州州長：TeraFab一期資本開支達 168 億美元。

{"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/VIS/news?page=4"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental","symbol":"VIS","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"VIS\",,,,,undefined,":{"symbol":"VIS","market":"US","secType":"STK","nameCN":"Vanguard Industrials ETF","latestPrice":331.15,"timestamp":1789156800000,"preClose":327.19,"halted":0,"volume":46372,"hourTrading":{"tag":"盘后","latestPrice":331.15,"preClose":331.15,"latestTime":"19:30 EDT","volume":65,"amount":21593.56,"timestamp":1789169408533,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":0.012103059384455453,"floatShares":23818012,"shares":23818012,"eps":42.69867,"marketStatus":"休市中","change":3.96,"latestTime":"09-11 16:00:00 EDT","open":330.92,"high":332.08,"low":330.01,"amount":15354685.047,"amplitude":0.006327,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":42.69867,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789372800000},"marketStatusCode":7,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":327.19,"sharesOutstanding":22123325,"nav":327.24,"aum":7807608361.08,"dividendRate":0.009435,"bidAskSpread":0.000629,"preHourTrading":{"tag":"盘前","latestPrice":331.3357,"preClose":327.19,"latestTime":"09:29 EDT","volume":15,"amount":4912.6959,"timestamp":1789133398093,"change":4.1457,"changeRate":0.012671,"amplitude":0.015055},"postHourTrading":{"tag":"盘后","latestPrice":331.15,"preClose":331.15,"latestTime":"19:30 EDT","volume":65,"amount":21593.56,"timestamp":1789169408533,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.4119304561177232,"impliedVol":0.2033,"impliedVolPercentile":0.6494},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"VIS\",,,,,undefined,":{"symbol":"VIS","floatShares":23818012,"roa":"0.79%","roe":"11.54%","lyrEps":42.698671,"volumeRatio":0.4119304561177232,"shares":23818012,"dividePrice":3.1245,"high":332.08,"amplitude":0.006327,"preClose":327.19,"low":330.01,"week52Low":282.03,"pbRate":"1.32","psRate":"102.75","week52High":362.21,"institutionHeld":0,"latestPrice":331.15,"eps":42.69867,"divideRate":0.009435,"volume":46372,"delay":0,"ttmEps":42.69867,"open":330.92,"prevYearClose":298.38,"prevWeekClose":336.71,"prevMonthClose":335.75,"prevQuarterClose":360.38,"fiveDayClose":334.88,"twentyDayClose":357.65,"sixtyDayClose":350.84},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/VIS\",params:#limit:5,,,undefined,":[{"date":"2026-06-24","symbol":"VIS","amount":0.7599,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-06-24","defaultRemindTime":1782307800000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-06-26","payableDate":"2026-06-24","currency":"USD","dateTimestamp":1782273600000,"payDate":"2026-06-26"},{"date":"2026-03-24","symbol":"VIS","amount":0.7877,"announcedDate":"2026-03-20","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-03-24","defaultRemindTime":1774359000000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-03-26","payableDate":"2026-03-24","currency":"USD","dateTimestamp":1774324800000,"payDate":"2026-03-26"},{"date":"2025-12-17","symbol":"VIS","amount":0.8141,"announcedDate":"2025-12-15","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-17","defaultRemindTime":1765981800000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-19","payableDate":"2025-12-17","currency":"USD","dateTimestamp":1765947600000,"payDate":"2025-12-19"},{"date":"2025-09-24","symbol":"VIS","amount":0.7324,"announcedDate":"2025-09-22","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-09-24","defaultRemindTime":1758720600000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-09-26","payableDate":"2025-09-24","currency":"USD","dateTimestamp":1758686400000,"payDate":"2025-09-26"},{"date":"2025-06-26","symbol":"VIS","amount":0.7054,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-06-26","defaultRemindTime":1750944600000,"name":"Vanguard Industrials ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-06-30","payableDate":"2025-06-26","currency":"USD","dateTimestamp":1750910400000,"payDate":"2025-06-30"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"VIS\",market:\"US\",,,undefined,":[{"executeDate":"2016-09-20","recordDate":"2016-09-22","paymentDate":"2016-09-26","value":0.569,"currency":"USD"},{"executeDate":"2016-12-14","recordDate":"2016-12-16","paymentDate":"2016-12-20","value":0.606,"currency":"USD"},{"executeDate":"2017-03-24","recordDate":"2017-03-28","paymentDate":"2017-03-30","value":0.544,"currency":"USD"},{"executeDate":"2017-06-28","recordDate":"2017-06-30","paymentDate":"2017-07-05","value":0.532,"currency":"USD"},{"executeDate":"2017-09-27","recordDate":"2017-09-28","paymentDate":"2017-10-02","value":0.586,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"VIS\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"VIS\",pageSize:20,pageCount:4,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2658970259","title":"在騰訊2026Q2財報業績電話會上，騰訊總裁劉熾平回應了二季度公司資本開支增加的問題。他表示，騰訊的確正在算力上進行大規","url":"https://stock-news.laohu8.com/highlight/detail?id=2658970259","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658970259?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 21:07","pubTimestamp":1786540020,"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":["BK4588","PSCI","XLII","IEMG","BK4585","EDZ","FRTY","IYJ","UXI","REGS","PJFM","FIDU","TRUI","XLIX","BK4581","BK4550","BK4504","MADE","VIS","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658214389","title":"【券商聚焦】華泰證券維持港燈-SS（02638）「買入」評級 指高資本開支有望增厚淨利","url":"https://stock-news.laohu8.com/highlight/detail?id=2658214389","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658214389?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 14:40","pubTimestamp":1786516816,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发布研报指，港灯-SS 公布1H26业绩，实现营收59.39亿港元，同比增长6.7%，归母净利10.03亿港元，同比基本持平。1H26资本开支同比增加12%至16.67亿港元。基于管制计划协议约定电力业务准许利润占固定资产净额的8%，报告重申看好较高资本开支下，随资本投入转固，公司归母净利有望增厚。盈利预测与估值方面，华泰证券基本维持盈利预测，预计公司2026-2028年归母净利润分别为32/33/34亿港元，同比增长2%/3%/3%。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988014","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":["02638","PJFM","FRTY","TRUI","VIS","XLII","FIDU","XLIX","KCE","UXI","PSCI","MADE","REGS","IYJ","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658996148","title":"【券商聚焦】中信證券：AI 資本開支浪潮 重點關注現金流期限錯配風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2658996148","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658996148?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 17:16","pubTimestamp":1786439780,"startTime":"0","endTime":"0","summary":"而在此高速扩张阶段，甲骨文遭遇评级下调的事件，表明AI投入与业绩兑现间的时滞正随着债务本息和租金等刚性支出增加而转化为信用压力。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303651","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":["LU1580142542.USD","AGIX","BK1521","LU1655091616.SGD","LU1328615791.USD","PJFM","VIS","BK0196","XLIX","UXI","XLII","BK0012","IYJ","DVIN","LU2289578879.USD","LU1255011170.USD","600030","ARTY","LU1720050803.USD","QTOC","LU0405327148.USD","LU0405327494.USD","BK0276","LU1794554557.SGD","MADE","AIPO","LU2495084118.USD","FRTY","SPHQ","159399","CHAT","LU2580892862.HKD","BK0183","LU1997245177.USD","VTHR","FIDU","REGS","LU1781817850.SGD","TRUI","BK1516","LU1064131003.USD","PSCI","BK4585","LU1064130708.USD","06030","LU2148510915.USD","LU2580892789.USD","KCE","BK0188","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658963384","title":"天量資本開支的「來源」：科技巨頭的「隱藏槓桿」究竟有多高？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658963384","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658963384?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 08:47","pubTimestamp":1786409234,"startTime":"0","endTime":"0","summary":"高盛与摩根士丹利研究显示，Alphabet、微软、亚马逊、Meta等AI云厂商存在约2万亿美元表外隐性负债，包括1万亿美元未执行租赁承诺及近万亿美元采购承诺。一旦数据中心投资回报不及预期，这些隐性负债将对流动性构成实质压力，债券市场已出现温和回调信号。","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://wallstreetcn.com/articles/3779123","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":["META","FRTY","GOOG","XLII","REGS","AAPL","IYJ","PJFM","VIS","MADE","XMAG","FIDU","NVDA","BK4588","DVIN","PSCI","XLIX","UXI","TRUI","MSFT","TSLA","BK4585"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658864209","title":"AGI之後，硅谷又為資本開支找了一個新理由","url":"https://stock-news.laohu8.com/highlight/detail?id=2658864209","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658864209?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 15:51","pubTimestamp":1786348272,"startTime":"0","endTime":"0","summary":"文｜《科创板日报》市场对AI资本开支的疑虑尚未散去，谷歌已经在为后续的投资“囤积粮草”。而如今，这家巨头似乎找到了新的理由。谷歌DeepMind首席战略官Jasjeet Sekhon日前表示，RSI正成为AI资本开支的核心投资逻辑。他坦承，目前AI带来的收入“还不足以支撑我们正在投下的资本开支”，但面对科技产业当下和未来的技术发展，不下注并不明智。而谷歌的大额资本支出，押注的就是RSI这个大方向。兴业证券研报将RSI称为AI大模型迭代的新主线。","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":"https://www.lanjinger.com/d/2448374","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":"lanjinger_stock","symbols":["PSCI","LU0496367417.USD","LU0498741890.SGD","LU0368265764.SGD","LU0498741114.HKD","AGBK","XLIX","BK4017","MADE","AGI","TRUI","PJFM","REGS","DVIN","FRTY","BK4588","UXI","LU0055631609.USD","XLII","IYJ","BK4585","BK4207","GDXJ","FIDU","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658604910","title":"大摩：全球雲資本開支2027年料激增29% 算力需求下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658604910","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658604910?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 11:39","pubTimestamp":1786333174,"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.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["PSCI","REGS","DVIN","AIQU","FIDU","AIQD","BK4588","XLIX","BK4585","UXI","IYJ","PJFM","FRTY","AIVC","MADE","EPAI","XLII","BAI","TRUI","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658601024","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658601024","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658601024?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 11:08","pubTimestamp":1786331316,"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":["BK4585","FIDU","MADE","XLII","BK4588","IYJ","PSCI","XLIX","TRUI","PJFM","DVIN","FRTY","VIS","REGS","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658609487","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658609487","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658609487?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:43","pubTimestamp":1786326210,"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":["BK4588","IYJ","PJFM","BK4585","MADE","FRTY","FIDU","REGS","XLIX","PSCI","UXI","DVIN","XLII","TRUI","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658091876","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658091876","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658091876?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:43","pubTimestamp":1786326210,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利最新发布的全球云资本支出追踪报告显示，全球最大超大规模云厂商的资本开支并未放缓，预计2027年同比增幅将达29%。摩根士丹利指出，市场对2027年云资本开支的一致预期为1.2万亿美元，但该预测可能偏保守，实际支出规模或攀升至1.4万亿美元。微软Azure营收同比增速达43%，谷歌云营收飙升82%，亚马逊AWS营收增长37%，创下18个季度以来最大增幅。","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/1477793.html","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":"stock_zhitongcaijing","symbols":["MADE","REGS","PSCI","TRUI","XLII","DVIN","VIS","IYJ","XLIX","PJFM","FRTY","BK4588","BK4585","FIDU","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658606037","title":"AI算力資本開支估算：3-4萬億美元算得出來，但兑現條件極其苛刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2658606037","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658606037?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:26","pubTimestamp":1786325182,"startTime":"0","endTime":"0","summary":"全球AI资本开支未来空间沙盘推演","market":"hk","thumbnail":"https://img3.gelonghui.com/273f6-83f32811-7fd3-47a0-91f8-941e4a48321a.jpg?guru_height=3584&guru_width=5376&guru_size=1012834","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/273f6-83f32811-7fd3-47a0-91f8-941e4a48321a.jpg?guru_height=3584&guru_width=5376&guru_size=1012834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5972092","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":"gelonghui_highlight","symbols":["WDAI","MADE","REGS","PSCI","AIO","TRUI","XLII","DVIN","VIS","IYJ","WISE","XLIX","PJFM","FRTY","BK4588","BK4585","FIDU","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658672048","title":"大跌之後如何收復失地？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658672048","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658672048?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 20:41","pubTimestamp":1786279266,"startTime":"0","endTime":"0","summary":"三类典型案例","market":"hk","thumbnail":"https://img3.gelonghui.com/27935-bb924718-2ea6-4c40-8801-25829e49776e.jpg?guru_height=803&guru_width=1280&guru_size=117704","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/27935-bb924718-2ea6-4c40-8801-25829e49776e.jpg?guru_height=803&guru_width=1280&guru_size=117704"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5971087","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":"gelonghui_highlight","symbols":["IYJ","REGS","MADE","AIPO","PJFM","PSCI","VIS","QTOC","UXI","AGIX","ARTY","CHAT","XLII","BK4585","XLIX","FIDU","DVIN","FRTY","TRUI","BK4588","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658674729","title":"興證策略：大跌之後如何收復失地 三類典型案例","url":"https://stock-news.laohu8.com/highlight/detail?id=2658674729","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658674729?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 17:00","pubTimestamp":1786266015,"startTime":"0","endTime":"0","summary":"上周周报我们强调，此前的大跌改变的是股价位置、估值和筹码层面的分化，但没有改变的是景气层面的分化。当前优质硬科技龙头已经具备较高的配置性价比。本周，随着流动性和情绪的扰动过去、基本面定价权重提升，市场已经在逐步交易这种配置性价比的提升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1344,202608093835928089.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/news/1344,202608093835928089.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":"east_money_stock","symbols":["AIPO","VIS","UXI","REGS","PSCI","VTHR","FIDU","MADE","XLIX","DVIN","TRUI","BK4588","FRTY","CHAT","AGIX","XLII","QTOC","IYJ","ARTY","PJFM","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658998674","title":"國信策略：再議科技M頂 科技第二波何時來？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658998674","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658998674?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 16:30","pubTimestamp":1786264200,"startTime":"0","endTime":"0","summary":"6月下旬以来电子、通信等AI科技板块大幅调整，近期行情有所企稳，很多投资者对科技的第二波行情何时启动讨论升温。那么历史上高景气行业M顶的第二波行情如何演绎？AI科技行情第二波机会启动需要关注什么？M顶绝对高点形成主因产业不利变化压缩远期预期，且交易趋于极致。AI算力硬件等领域或已处M顶区域，第二波行情启动条件正在逐步累积。","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/bxjj/2026-08-09/doc-inimtchr5639219.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":["159982","MADE","REGS","PSCI","TRUI","XLII","DVIN","VIS","IYJ","XLIX","399300","PJFM","FRTY","ARTY","BK4585","BK4588","FIDU","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658778266","title":"大跌之後如何收復失地？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658778266","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658778266?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 00:00","pubTimestamp":1786204800,"startTime":"0","endTime":"0","summary":"三类典型案例","market":"us","thumbnail":"/images/default-image.jpg","type":0,"news_type":0,"thumbnails":["/images/default-image.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5971087","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":"gelonghui_subject4","symbols":["PSCI","ARTY","DVIN","XLIX","AGIX","REGS","IYJ","VIS","PJFM","UXI","VTHR","CHAT","FIDU","TRUI","MADE","QTOC","BK4585","AIPO","FRTY","XLII","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657625931","title":"雪佛龍預計年末資本開支將落在 180‑190 億美元指引區間的下限。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657625931","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657625931?lang=zh_tw&edition=fundamental","pubTime":"2026-08-08 03:44","pubTimestamp":1786131880,"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":["LU0256331488.USD","IE00B19Z3581.USD","LU1430594728.SGD","ERX","LU0256863811.USD","TRUI","LU0368265418.SGD","XLE","XLII","FRTY","MADE","TEXU","IE0002270589.USD","LU0266512127.USD","LU0456854461.SGD","IYE","LU2133065610.SGD","PJFM","FTXN","REGS","GXPE","IXC","BK4581","IYJ","TRUN","DIG","DRLL","FENY","LU0640476718.USD","UXI","WEEI","DVIN","LU0868494617.USD","LU2237438978.USD","VDE","CVX","LU0208291251.USD","LU0278409577.USD","LU2381873111.SGD","XLIX","LU1162221912.USD","LU1116320901.HKD","VIS","IE00B19Z3B42.SGD","LU0320765489.SGD","PSCI","FIDU","IGE","IE000M9KFDE8.USD","LU2129689605.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"fut","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":["LU1781817850.SGD","LU1808992512.USD","BK0188","LU1580142542.USD","BK4585","PJFM","UXI","000725","BK0196","XLIX","XLII","LU1655091616.SGD","LU2663582299.SGD","MADE","BK0183","LU1979443071.USD","FRTY","LU1508157978.USD","PSCI","BK0109","BK0028","LU1934453819.USD","BK0152","FIDU","IYJ","BK0214","VIS","TRUI","DVIN","BK4588","BK0108","REGS"],"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":"other","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":["PSCI","AIBU","FCLD","XLII","PBOT","DTCR","UXI","FRTY","HPEL","CLOU","IYJ","CLDL","BLOK","MADE","AAOI","REGS","IDGT","AIFD","WPAI","SKYY","VIS","WISE","FMET","PJFM","WDAI","AIO","TRUI","FIDU","DVIN","XLIX"],"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":["IYJ","PJFM","BK4585","XLII","FRTY","BK4201","FIDU","BK4588","TRUI","DVIN","XLIX","PSCI","BK4559","UXI","OXY","MADE","VIS","REGS","OILT"],"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}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":197,"code":"91000000","status":"200"}]}}