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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
WisdomTree Cloud Computing Fund
40.92
-0.2500
-0.61%
成交量：
24.06萬
成交額：
986.87萬
市值：
2.96億
市盈率：
- -
高：
41.31
開：
40.72
低：
40.67
收：
41.17
52周最高：
43.54
52周最低：
23.89
股本：
722.50萬
流通股本：
722.50萬
量比：
1.29
換手率：
3.33%
股息：
- -
股息率：
- -
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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公司
新聞資訊
公告
Palo Alto Networks前沿AI防禦計劃擴容：新增Anthropic、OpenAI、三菱及Axis Communications
美股速递
·
08/19
北京：新增20款已完成備案的生成式人工智能服務
格隆汇
·
08/19
北京：新增20款已完成備案的生成式人工智能服務
格隆汇APP
·
08/19
亞馬遜：計劃將路易斯安那州數據中心投資由120億美元增至180億美元，新建第三個數據中心園區。
格隆汇
·
08/18
奇安信天擎中標某大型科技企業軟件管家項目
智通财经
·
08/18
富國銀行上調Palo Alto Networks目標價至475美元
格隆汇
·
08/18
廣東省新增14款已完成登記的生成式人工智能服務
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·
08/17
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·
08/15
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08/14
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派拓網絡(PANW)股票8月10日盤中上漲4.00%：原因全解讀
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用友煥新，從企業軟件到企業AI，並重磅發布"AI+X"的BIP 6
市场资讯
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08/06
美股盤前要點丨閃迪西部數據爆雷大跌、剛果(金)禁止銅鈷精礦出口
格隆汇
·
08/06
美股異動 | 派拓網絡(PANW.US)盤前一度下跌4% 在華銷售產品遭網絡安全審查
智通财经
·
08/06
巴克萊上調Palo Alto Networks目標價至370美元
格隆汇
·
08/06
山東生成式人工智能服務備案總數已達49款，海岱輿情大模型完成備案
市场资讯
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08/05
分析師：OpenAI 和 Anthropic 或佔三大雲廠商 AI 收入 70% 以上，數據中心投資高度集中風險凸顯
链捕手
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08/05
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更多
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11:50","pubTimestamp":1787025056,"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":["HAKY","PALD","LU2023250843.SGD","PGF","BK4097","CLOD","IGV","LU0266013472.USD","LU0234570918.USD","LU1548497426.USD","SPAM","LU1712237335.SGD","PANW","IE00B19Z8W00.USD","PSWD","LU1917777945.USD","WCBR","LU2125909916.SGD","LU2286300806.USD","AIFD","LU2095319765.USD","LU2125909759.SGD","LU2355687059.USD","CIBR","IHAK","IE00B19Z9505.USD","LU1923622291.USD","LU2210150020.SGD","LU2265009873.SGD","LU0719512351.SGD","BK4585","BK4598","LU0823421333.USD","UUP","WCLD","BK4560","LU0082616367.USD","LU0823434583.USD","LU0823434740.USD","LU1169590202.USD","PALU","IE00BMPRXN33.USD","LU0081259029.USD","LU1861215975.USD","BK4582","PANG","SG9999001424.SGD","LU1720051017.SGD","BUG","UDN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660045487","title":"廣東省新增14款已完成登記的生成式人工智能服務","url":"https://stock-news.laohu8.com/highlight/detail?id=2660045487","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660045487?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 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和 Anthropic 或佔三大雲廠商 AI 收入 70% 以上，數據中心投資高度集中風險凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2657991225","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657991225?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 09:50","pubTimestamp":1785894655,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据科技分析师 Ed Zitron 援引巴克莱、瑞银及富国银行等机构估计，微软、谷歌和亚马逊三大云厂商的AI收入中，来自 OpenAI 和 Anthropic 的算力支出占比可能超过 70%。具体而言，巴克莱分析师 Ross Sandler 估计 2026 年亚马逊AWS的AI收入中约73%来自这两家公司；瑞银分析师 Stephen Ju 估计2026年谷歌云收入中约28%、2027年超48%来自二者；富国银行估计微软 Azure FY2026 约 23%、FY2027 约35%的营收来自这两家AI实验室。\n\n分析指出，AWS 2026 年非 OpenAI/Anthropic 的 AI 收入预计仅约 85 亿美元，而亚马逊当年资本支出预计达 2200 亿美元。谷歌2026年 Vertex AI 平台收入预计约 283 亿美元，但同期OpenAI和Anthropic的算力支出预计超 356 亿美元。微软FY2026 AI收入约 345 亿美元，同期资本支出约 1159 亿美元。该分析引发市场对AI数据中心过度建设及需求可持续性的担忧，并质疑三大云厂商是否应更透明地披露客户收入集中度风险。目前微软、谷歌、亚马逊均未就此公开回应。 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