美股詳情

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

The Industrial Select Sector SPDR Premium Income Fund

24.38

-0.3272-1.32%

成交量：1.57萬

成交額：38.11萬

市值：1,462.99萬

市盈率：- -

高：24.43

開：24.34

低：24.15

收：24.71

52周最高：26.67

52周最低：23.21

股本：60.00萬

流通股本：60.00萬

量比：0.77

換手率：2.61%

股息：3.22

股息率：13.22%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

港灣觀點︱2026年7月：盛夏與驚濤

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？

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

韓國半導體集群獲政策加碼，政府最高100%承擔基礎設施建設成本

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

中泰證券：全球前裝及後市場高景氣商用航空發動機國產持續提速

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

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

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

牛市行情擴散，背後核心誘因只有一個

环球市场播报

美國製造業擴張速度創2022年以來最快

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

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

去槓桿衝擊之下，算力核心邏輯變了嗎？

华尔街见闻

採購經理人指數數據顯示，日本7月工廠產出飆升至近12年來高位。

美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲

华尔街见闻

匈牙利將於周一起暫停高峯時段鐵路貨運。

美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

华尔街见闻

科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

智通财经网

熊本地震引發的供應鏈中斷迫使豐田擴大停產範圍。

{"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/XLII/news?page=6"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental","symbol":"XLII","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLII\",,,,,undefined,":{"symbol":"XLII","market":"US","secType":"STK","nameCN":"The Industrial Select Sector SPDR Premium Income Fund","latestPrice":24.3832,"timestamp":1789416000000,"preClose":24.7104,"halted":0,"volume":15671,"delay":0,"changeRate":-0.013241388241388293,"floatShares":600000,"shares":600000,"eps":0,"marketStatus":"盤前交易","change":-0.3272,"latestTime":"09-15 05:05:04 EDT","open":24.34,"high":24.43,"low":24.15,"amount":381056,"amplitude":0.011331,"askPrice":28.26,"askSize":100,"bidPrice":24,"bidSize":2,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":1,"nextMarketStatus":{"tag":"開盤","tradingStatus":2,"beginTime":1789479000000},"marketStatusCode":1,"adr":0,"exchange":"ARCA","adjPreClose":24.3832,"sharesOutstanding":110000,"nav":24.699199,"aum":14819519.53,"dividendRate":0.132198,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":24.43,"preClose":24.3832,"latestTime":"17:28 EDT","volume":58,"amount":1441.8128,"timestamp":1789421285789,"change":0.0468,"changeRate":0.001919,"amplitude":0},"volumeRatio":0.7665418614828932},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLII\",,,,,undefined,":{"symbol":"XLII","floatShares":600000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.7665418614828932,"shares":600000,"dividePrice":3.2234,"high":24.43,"amplitude":0.011331,"preClose":24.7104,"low":24.15,"week52Low":23.21,"pbRate":"--","week52High":26.665,"institutionHeld":0,"latestPrice":24.3832,"committee":-0.960784,"eps":0,"divideRate":0.132198,"volume":15671,"delay":0,"ttmEps":0,"open":24.34,"prevYearClose":24.8571,"prevWeekClose":24.7104,"prevMonthClose":25.26,"prevQuarterClose":26.4459,"fiveDayClose":25.0896,"twentyDayClose":26.59,"sixtyDayClose":25.7735},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/XLII\",params:#limit:5,,,undefined,":[{"date":"2026-09-01","symbol":"XLII","amount":0.107979,"announcedDate":"2026-08-31","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-09-01","defaultRemindTime":1788269400000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-09-03","payableDate":"2026-09-01","currency":"USD","dateTimestamp":1788235200000,"payDate":"2026-09-03"},{"date":"2026-08-03","symbol":"XLII","amount":0.300373,"announcedDate":"2026-07-31","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-08-03","defaultRemindTime":1785763800000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-08-05","payableDate":"2026-08-03","currency":"USD","dateTimestamp":1785729600000,"payDate":"2026-08-05"},{"date":"2026-07-01","symbol":"XLII","amount":0.30799,"announcedDate":"2026-06-30","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-07-01","defaultRemindTime":1782912600000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-07-06","payableDate":"2026-07-01","currency":"USD","dateTimestamp":1782878400000,"payDate":"2026-07-06"},{"date":"2026-06-01","symbol":"XLII","amount":0.312604,"announcedDate":"2026-05-29","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-06-01","defaultRemindTime":1780320600000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-06-03","payableDate":"2026-06-01","currency":"USD","dateTimestamp":1780286400000,"payDate":"2026-06-03"},{"date":"2026-05-01","symbol":"XLII","amount":0.265702,"announcedDate":"2026-04-30","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-05-01","defaultRemindTime":1777642200000,"name":"The Industrial Select Sector SPDR Premium Income Fund","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-05-05","payableDate":"2026-05-01","currency":"USD","dateTimestamp":1777608000000,"payDate":"2026-05-05"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"XLII\",market:\"US\",,,undefined,":[{"executeDate":"2025-09-02","recordDate":"2025-09-02","paymentDate":"2025-09-05","value":0.383189,"currency":"USD"},{"executeDate":"2025-10-01","recordDate":"2025-10-01","paymentDate":"2025-10-03","value":0.224724,"currency":"USD"},{"executeDate":"2025-11-03","recordDate":"2025-11-03","paymentDate":"2025-11-05","value":0.267626,"currency":"USD"},{"executeDate":"2025-12-01","recordDate":"2025-12-01","paymentDate":"2025-12-03","value":0.222343,"currency":"USD"},{"executeDate":"2025-12-29","recordDate":"2025-12-29","paymentDate":"2025-12-31","value":0.261054,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"XLII\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"XLII\",pageSize:20,pageCount:6,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"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","ASIA","TINS","CHPX","TRUI","QTOC","TSMG","TSMU","CGDG","XLII","ARTY","CWI","SPTE","AVXC","UXI","DVIN","PSCI","STSM","BAI","CGGO","FIDU","TSM","IYJ","VTHR","PJFM","EMM","CGIC","AVSE","TSMZ","ADVE","AIPO","FRTY","TEK","XLIX","FDTX","REGS","WUGI","CGNG","MADE","ESIM","TTEQ","AVEM","CHAT","KNOW","BLOX","AIQ","03145","TSMY","VIS","CNEQ"],"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":"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/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":["IYJ","SOXY","SOXQ","SMH","589190","MMLG","EGGS","VIS","QMFE","CHPS","XLII","PBQQ","PJFM","CWC","VGT","TRUI","LGDS","LRGE","MGC","QHDG","BUFQ","QBUF","TMFC","TEKX","TECY","XSD","NDEC","FRTY","PSCI","SOXS","SOXX","TLG","USD","PWB","CHPY","FWD","SMHX","NOCT","159582","CHAT","IWLG","CGGG","AFGR","MQQQ","NFEB","QMAG","QMMY","ACGR","FFLG","UXI"],"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":["SMHX","SOXQ","CHPS","SOXX","TRUI","XLII","BK4588","FRTY","MADE","PJFM","USD","TEKX","REGS","SSG","SOXY","SMH","IYJ","CHPY","FWD","XSD","EIS","SOXL","BK4535","MQQQ","VGT","BK4585","KSTR","NBDS","FTXL","PSI","UXI","DVIN","SOXS","XLIX","TECY","VIS","PSCI","FIDU","CWC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656581478","title":"韓國半導體集群獲政策加碼，政府最高100%承擔基礎設施建設成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2656581478","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656581478?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 12:11","pubTimestamp":1785816703,"startTime":"0","endTime":"0","summary":null,"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://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":["BK4588","XLII","XLI","NFRX","BK4585","MADE","PRN","KRWX","AIRR","BK4581","BK4550","HWAY"],"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":"sh","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":["EIS","PSCI","XLII","USD","CWC","BK1147","NBDS","BK4585","CHPS","000776","BK0012","SG9999001093.SGD","BK0028","159582","BK0188","FRTY","XSD","FTXL","IYJ","BK0183","SMH","KSTR","SSG","UXI","01776","LU1979443071.USD","REGS","PJFM","FIDU","CHPY","BK0276","TRUI","XLIX","SOXY","TECY","SOXX","TEKX","SOXL","SMHX","PSI","MQQQ","VGT","MADE","SOXQ","VIS","LU1934453819.USD","SOXS","FWD","BK4535","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656383586","title":"中泰證券：全球前裝及後市場高景氣 商用航空發動機國產持續提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2656383586","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656383586?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:35","pubTimestamp":1785807344,"startTime":"0","endTime":"0","summary":"当下全球商用航空发动机前装市场呈现3个特点：LEAP系列为代表的单通道机型驱动新机交付量持续提升。全球商发供需缺口问题突出。截至2025年，全球商用飞机积压订单规模已超17000架。全球商发MRO需求井喷，新一代发动机后市场步入黄金周期预计未来十年全球航发维修市场空间超6000亿美金。全球商用航空发动机呈现高度寡头垄断格局，干线市场由CFM、GE航空、普惠、罗罗四家企业主导。","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/1475565.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":["600918","IYJ","FIDU","XLI","BK4585","BK4550","XLII","BK4581","BK0276","BK4588"],"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":["FRTY","XLII","REGS","QUSA","IYJ","PJFM","VIS","MADE","CGVV","ABEQ","FIDU","BK4588","EASY","DVIN","PSCI","XLIX","PRIZ","UXI","TRUI","FTDS","PY","BK4585"],"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":["BK4585","PRIZ","PY","601066","PJFM","UXI","XLIX","XLII","MADE","EASY","159207","QUSA","FRTY","PSCI","BK0276","FIDU","IYJ","VIS","TRUI","FTDS","DVIN","BK4588","REGS","CGVV","ABEQ"],"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":"sg","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":["REGS","ARTY","DVIN","QTOC","PSCI","MADE","CHAT","FRTY","FIDU","TRUI","IYJ","VIS","XLII","XLIX","BK4585","PJFM","BK4588","AIPO","UXI","VTHR","AGIX"],"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":"sh","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":["FIDU","BK4585","PSCI","SFLO","CAFG","ABLS","XLIX","DVIN","MADE","BK4588","REGS","XLII","FRTY","IYJ","UXI","PJFM","SCOW","VIS","TRUI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656198372","title":"美國製造業擴張速度創2022年以來最快","url":"https://stock-news.laohu8.com/highlight/detail?id=2656198372","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656198372?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:04","pubTimestamp":1785765848,"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":["SCDS","SPSM","QVMM","IJS","AVSC","GMOV","CATG","MADE","CZA","EUSA","FXR","FNDA","CALF","RSPM","SMIZ","RSPN","VIS","UDOW","BBSC","IVOO","VAW","FXZ","XLI","FYX","REMC","XVO","MGMT","PSC","FNX","JPME","DFMC","KMAY","SMDX","SQLT","XLII","DVXB","MIDU","RNIN","XLIX","FEX","AVUV","KDEC","MDY","QVMS","GVLU","TRUI","SPMD","SSCP","MCDS","VIOV"],"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":"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/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":["ARTY","FRTY","XLII","AGIX","REGS","VTHR","IYJ","PJFM","VIS","MADE","FIDU","BK4588","DVIN","PSCI","XLIX","UXI","TRUI","AIPO","CHAT","QTOC","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656374620","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=2656374620","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656374620?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 20:57","pubTimestamp":1785761820,"startTime":"0","endTime":"0","summary":"高盛最新研究报告指出，被广泛引用的约8000亿美元超大规模云服务商资本开支预测存在系统性低估，一旦纳入私募企业及非美国公司的投资，并剔除非AI相关支出，2026年全球AI投资总额预计将达到1.019万亿美元。三种方法平均结果显示，2022年至2026年底全球AI投资累计总额将达1.8万亿美元。若这一趋势延续至2026年下半年，则2026年AI相关支出增加对实际投资的拉动将小于2025年。","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://finance.sina.com.cn/jjxw/2026-08-03/doc-inikzzfz4530645.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":["TRUI","AGIX","BK4588","QTOC","MADE","BK4585","PJFM","VTHR","DVIN","CHAT","IYJ","PSCI","XLII","UXI","REGS","FIDU","AIPO","ARTY","FRTY","XLIX","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656334431","title":"去槓桿衝擊之下，算力核心邏輯變了嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2656334431","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656334431?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 10:09","pubTimestamp":1785722990,"startTime":"0","endTime":"0","summary":"韩国存储去杠杆触发全球算力链风险重定价，但中信建投指出，这并非AI需求逆转，而是市场重估涨价与高利润率的持续性。SK会长称AI半导体价格“非正常高位”，三大厂加码长协、扩产与本土化，从“供给纪律”转向“稳价扩量”。下半年算力逻辑重排：涨价斜率边际放缓，订单兑现和产能释放的定价权重上升。","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://wallstreetcn.com/articles/3778530","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":["EDZ","ARTY","AGIX","CHAT","DVIN","DRMY","FIDU","DRMP","XLIX","DRAM","VIS","BK4585","DISK","AIPO","IYJ","QTOC","REGS","XLII","TRUI","FRTY","PSCI","DRAL","UXI","BK4588","MADE","HBMX","PJFM","VTHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656349312","title":"採購經理人指數數據顯示，日本7月工廠產出飆升至近12年來高位。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656349312","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656349312?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 08:30","pubTimestamp":1785717049,"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":["TRUI","IYJ","XLII","EXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656139701","title":"美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2656139701","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656139701?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 06:20","pubTimestamp":1785622844,"startTime":"0","endTime":"0","summary":"高盛表示，美股二季度财报表现强劲，标普500剔除一次性项目后EPS同比大增26%，AI基础设施贡献约三分之一盈利增长。云巨头云业务增速飙至48%，2027年资本开支预计突破1万亿美元，强劲基本面正为AI行情提供支撑。","market":"sh","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778478","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09086","03034","VIS","SPY","XLIX","HIBL","02834","XMAG","AIPO","SPXS","VTHR","GPIQ","SDOW","CHAT","PSCI","YSPY","NOCT","FRTY",".DJI","AINT","AGIX","SQQQ","QDEC","NDX","TRUI","MMAX","SPYM","IVV","ARTY","UDOW","SDS","XLII","TQQY","QIDX","NAPR","SMAX","VOO","AFLG","DMAX","SPXU",".IXIC","UPRO","QQQ","MADE","QMAR","DIA","FIDU","07266","07261",".SPX","03455","SPDN","TQQQ","SPXL","QQQX","SPYQ","03086","07568","SSO","09834","QQQM","PJFM","PSQ","NJAN","DDM","QLD","APRP","SPYH","QID","DXD","NJUL","UXI","REGS","QTOC","SPUU","07522","SH","DOG","SPYU","DVIN","IYJ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656318993","title":"匈牙利將於周一起暫停高峯時段鐵路貨運。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656318993","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656318993?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 16:18","pubTimestamp":1785572313,"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":["XLII","FTXR","BRKD","BRKW","DOCK","BRKC","RSPN","UXI","BRKU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655358846","title":"美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655358846","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655358846?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 16:20","pubTimestamp":1785486017,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元，同比暴增78%。钱花出去了，赚回来多少？AWS AI年化收入突破250亿、Azure达370亿，云业务正成为最硬的变现证明；但四家合并自由现金流跌至十年低点约70亿美元，Google史上首现单季负值。这场资本开支与AI收入的生死赛跑，答案悬而未决。","market":"us","thumbnail":"https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778408","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MSFL","VTHR","AMZP","ARTY","METD","MSFT","AMZZ","QIDX","TRUI","GOU","FBY","FBL","GOOW","MSFW","AMZU","META","FRTY","MADE","XLII","AINT","AMZY","PJFM","AMZW","XMAG","REGS","MSFU","GOOGL","MSFO","AMZN","APRP","AIPO","GGLS","IYJ","MSFD","AZYY","GOOP","FBYY","MSFY","AFLG","UXI","GGLL","CHAT","DVIN","AGIX","GOOY","METW","XLIX","AMZD","VIS","METU","QTOC","PSCI","FIDU","GOOG","GOOX","MSFX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655435355","title":"科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655435355","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655435355?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 15:13","pubTimestamp":1785481980,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元，同比暴增78%。钱花出去了，赚回来多少？","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260731/20260731151329_61230.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1474541.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":"highlight_zhitongcaijin","symbols":["QTOC","FIDU","VTHR","FRTY","XMAG","TRUI","ARTY","AIPO","AINT","DVIN","XLII","UXI","AGIX","VIS","XLIX","IYJ","APRP","PJFM","MADE","QIDX","REGS","CHAT","AFLG","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655129333","title":"熊本地震引發的供應鏈中斷迫使豐田擴大停產範圍。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655129333","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655129333?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 10:12","pubTimestamp":1785463976,"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":["AAPY","PBJ","SUPL","XLII","ISRVF","IYT","BK4582","UCIB","DOCK","RSPM","AAPB","XTN","APLY","HULL","AAPW","PYZ","PIT","AAPU","UXI","DUSL","AAPX","FXZ","FTXR","DVIN","AAPD","SIJ","XLBI","TPOR","FTXG","RSPN","SHPP"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":6,"totalSize":163,"code":"91000000","status":"200"}]}}