美股詳情

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Defiance Large Cap ex-Mag 7 ETF

25.41

-0.1600-0.63%

盤後：25.410.00000.00%19:30 EDT

成交量：7.44萬

成交額：189.82萬

市值：1.80億

市盈率：- -

高：25.61

開：25.61

低：25.40

收：25.57

52周最高：26.92

52周最低：21.57

股本：710.00萬

流通股本：710.00萬

量比：0.66

換手率：1.05%

股息：0.11

股息率：0.45%

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

美股AI交易邏輯突變：Mag 7變成「Lag 7」，存儲芯片股成權力更迭下「新王」

瑞銀：AI基礎設施股的利潤已經超越七巨頭，2027年行業前五可能發生洗牌

环球市场播报

五大科技巨頭 AI 資本支出激增，2027 年預計佔美國 GDP 的 3.2% 並首超國防開支

華爾街如何影響美股科技巨頭的資本開支行為？來自2022年Meta的啓示

外媒：華爾街重創美國「科技七巨頭」

曾經的「小甜甜」，如今的「牛夫人」--美國散户「拋棄」Mag 7

华尔街见闻

「炒幣」高手特朗普！官方披露2025年加密貨幣業務斬獲超10億美元，重倉美股科技巨頭

华尔街见闻

美股「七巨頭」指數6月下跌8.9%，創2025年3月以來最差單月表現。

散户不再追捧美股「七巨頭」！花旗：交易熱情創四年新低資金正轉向ETF

七大科技巨頭市值蒸發2.3萬億美元，市場擔憂AI投入回報不及預期

环球市场播报

拿下4500億韓元AI服務器MLCC大單！三星電機與全球科技巨頭簽約

华尔街见闻

華爾街科技股板塊輪動，「七巨頭」市值蒸發 2.3 萬億美元

环球市场播报

下半年最大風險之一！美股「科技七巨頭」月蒸發3萬億市值，怎麼了？

上周對沖基金拋售美國科技股創歷史記錄：芯片股連賣8天，Mag 7連拋5周

华尔街见闻

AI基建「吞金」無底洞：科技巨頭密集融資引爆債市擔憂，高評級信用利差走闊

华尔街见闻

三星電機正推進向全球科技巨頭供應價值5000億韓元AI用MLCC

美股連跌的「核心邏輯」:「最大權重」Mag 7隕落

华尔街见闻

SpaceX 250億美元新債遭罕見拋售利差急擴，科技巨頭「信仰」在債市失靈

华尔街见闻

MAG7「信仰」鬆動：科技巨頭技術面劇烈分化，美股資金加速湧向估值窪地

华尔街见闻

【特約大V】鄧聲興：科技巨頭重挫拖累納指，港股料承壓低開

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7」，存儲芯片股成權力更迭下「新王」","url":"https://stock-news.laohu8.com/highlight/detail?id=2649808499","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649808499?lang=zh_tw&edition=fundamental","pubTime":"2026-07-07 20:18","pubTimestamp":1783426698,"startTime":"0","endTime":"0","summary":"Meta在过去六个月中回落约14%;特斯拉同样出现不同程度下跌。但英伟达也已从其历史高点下跌了7.7%。今年4月Mag 7指数与纳斯达克100指数的40天相关性峰值超过0.95，接近完美同步。而最近，该指数目前已跌破0.7，创下2017年以来的最低水平。Mag 7 与大盘的脱钩或许最能清晰地反映出人工智能交易的演变趋势，即聚焦于新兴赢家，尤其是内存和存储芯片制造商。资金流向：从Mag 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21:29","pubTimestamp":1783344540,"startTime":"0","endTime":"0","summary":"瑞士银行业务研究机构最新发布的行业研究报告显示，全球人工智能产业价值链正迎来结构性偏转，以高性能存储芯片、半导体设备为代表的AI基础设施板块景气度加速上行，其价值创造能力和资本回报率已呈现大幅超越传统互联网超大规模云服务商的势头。　　与之形成鲜明对比的是，包括半导体、硬件设备及全球供应链在内的AI基础设施板块，其市场总市值目前已突破1万亿美元。","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/2026-07-06/doc-inifwscr8599442.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":["AAPL","FCLD","AIPO","META","TSLA","MSFT","NVDA","XMAG","GOOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649614050","title":"五大科技巨頭 AI 資本支出激增，2027 年預計佔美國 GDP 的 3.2% 並首超國防開支","url":"https://stock-news.laohu8.com/highlight/detail?id=2649614050","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649614050?lang=zh_tw&edition=fundamental","pubTime":"2026-07-06 08:40","pubTimestamp":1783298456,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，根据 The Kobeissi Letter 发布的预测数据显示，AI 领域的投资热潮正在重塑美国经济结构。预计到 2027 年，谷歌母公司 Alphabet、亚马逊、Meta、微软以及甲骨文（Oracle）这五大科技巨头在 AI 领域的资本支出占美国国内生产总值（GDP）的比重将攀升至 3.2% 左右。\n\n如果该预测最终兑现，这将是美国历史上年度 AI 资本支出首次超过国家国防开支（预计明年国防开支约占 GDP 的 2.7%）。\n\n数据显示，今年（2026 年）这五家公司的 AI 资本支出预计将突破 8000 亿美元，占 GDP 的比重从 2025 年的 1.5% 急剧上升至 2.5% 左右，已逼近约 2.7% 的国防开支估值。而到 2027 年，这一数字预计将进一步飙升，达到创纪录的 1.1 万亿美元。 ","market":"nz","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.chaincatcher.com/article/2275050","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":["IYJ","DUSL","AGIX","ARTY","GOOG","AIPO","GCAD","FXR","BK4550","XLI","VIS","BK4581","XMAG","GUNZ","TSLA","CHAT","SPRX","RSPN","QTOC","VTHR","AAPL","BK4585","CRTC","AMZN","FIDU","META","MSFT","BK4588","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648659417","title":"華爾街如何影響美股科技巨頭的資本開支行為？來自2022年Meta的啓示","url":"https://stock-news.laohu8.com/highlight/detail?id=2648659417","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648659417?lang=zh_tw&edition=fundamental","pubTime":"2026-07-03 15:30","pubTimestamp":1783063806,"startTime":"0","endTime":"0","summary":"重视来自华尔街、公司董事会的潜在压力，以及向CAPEX的可能传导","market":"fut","thumbnail":"https://img3.gelonghui.com/82419-3e7d8475-5c42-4e3c-9009-0772bfa3646c.jpg?guru_height=864&guru_width=1280&guru_size=142393","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/82419-3e7d8475-5c42-4e3c-9009-0772bfa3646c.jpg?guru_height=864&guru_width=1280&guru_size=142393"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5447759","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":["TSLA","FAZ","SOCL","YMAG","MAGY","MSFT","GOOG","NVDA","BULZ","META","XMAG","AAPL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648520247","title":"外媒：華爾街重創美國「科技七巨頭」","url":"https://stock-news.laohu8.com/highlight/detail?id=2648520247","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648520247?lang=zh_tw&edition=fundamental","pubTime":"2026-07-02 06:23","pubTimestamp":1782944622,"startTime":"0","endTime":"0","summary":"市场出现剧烈板块轮动：资金撤出这些斥资数千亿美元布局AI基础设施的科技巨头，转而投向承接这些巨额开支的芯片企业。据美国财经媒体石英网站报道，“科技七巨头”中，微软的损失最惨重，6月股价累计下跌了20%。与“科技七巨头”形成鲜明对比的是，追踪美国芯片企业的费城半导体指数上半年暴涨93%。近年，“科技七巨头”主导了美股行情。尽管如此，美国科技巨头仍继续推进其AI扩张计划，投入巨资新建数据中心。","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://tech.ifeng.com/c/8uQGggnWRA2","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":"fenghuang_stock","symbols":["AMZN","META","TSLA","MSFT","GOOG","NVDA","AAPL","FAZ","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648027593","title":"曾經的「小甜甜」，如今的「牛夫人」--美國散户「拋棄」Mag 7","url":"https://stock-news.laohu8.com/highlight/detail?id=2648027593","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648027593?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 11:10","pubTimestamp":1782875406,"startTime":"0","endTime":"0","summary":"花旗数据显示，散户近期仅贡献Mag 7交易量的6%，创四年新低，远低于2023-2024年逾20%的峰值。今年Mag 7指数累计下跌3.1%，同期标普500涨8.7%，被戏称\"Lag Seven\"。散户撤出的资金流向ETF、加密货币及预测市场。","market":"us","thumbnail":"https://static.tigerbbs.com/9c16735f499dfaea008bd7be1b106e6f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9c16735f499dfaea008bd7be1b106e6f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3775907","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":["MSFT","NVDA","TSLA","XMAG","AAPL","MAGS","META","GOOG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2648470560","title":"「炒幣」高手特朗普！官方披露2025年加密貨幣業務斬獲超10億美元，重倉美股科技巨頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2648470560","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648470560?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 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Financial代币销售获得近5.9亿美元，个人迷因币$TRUMP项目的许可费超6亿美元；英伟达、微软、亚马逊、特斯拉、博通的持仓价值均在100万至500万美元，苹果、Meta、谷歌A类和C类股的持仓均在50万至100万美元。","market":"us","thumbnail":"https://static.tigerbbs.com/23e49c12d6a845e6ac7e673d9d0742cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/23e49c12d6a845e6ac7e673d9d0742cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3775893","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":["YBTC","BAGY","BLOK","MSFT","LTC.USD.HKCC","NCIQ","NVDA","BITW","FBTC","TON.USD.HKCC","BITX","GDLC","ARKB","AMZN","VBTC.AU","STCE","TSLA","LFGY","HECO","BTCW","SNX.USD.CC","GBTC","AVAX.USD.CC","USDT.USD.CC","BTCZ","BFJL","EZBC","DIME","UNI.USD.HKCC","APT.USD.CC","AAPL","BITB","TEKX","UNI.USD.CC","TON.USD.CC","BITU","MKR.USD.CC","META","DEFI","GOOG","XMAG","COMP.USD.CC","BITO","LINK.USD.HKCC","DOT.USD.CC","DAPP","AVAX.USD.HKCC","APT.USD.HKCC","BKCH","BITQ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2648564842","title":"美股「七巨頭」指數6月下跌8.9%，創2025年3月以來最差單月表現。","url":"https://stock-news.laohu8.com/highlight/detail?id=2648564842","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2648564842?lang=zh_tw&edition=fundamental","pubTime":"2026-07-01 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250億美元新債遭罕見拋售利差急擴，科技巨頭「信仰」在債市失靈","url":"https://stock-news.laohu8.com/highlight/detail?id=2646972350","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646972350?lang=zh_tw&edition=fundamental","pubTime":"2026-06-26 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20:30","pubTimestamp":1782477050,"startTime":"0","endTime":"0","summary":"MAG7统一交易主题正加速瓦解，资金从高估值科技巨头显著流出。苹果、亚马逊、微软技术面承压最重，其中苹果逼近270美元关键支撑，亚马逊跌破200日均线，微软RSI降至超卖区间。英伟达长期横盘，显示AI交易热度降温，而谷歌相对稳健，特斯拉维持均值回归特征。板块联动性下降，拥挤交易平仓迹象持续强化。","market":"hk","thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3775625","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSLA","MSFT","GOOG","NVDA","AMZN","META","XMAG","AAPL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646733380","title":"【特約大V】鄧聲興：科技巨頭重挫拖累納指，港股料承壓低開","url":"https://stock-news.laohu8.com/highlight/detail?id=2646733380","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646733380?lang=zh_tw&edition=fundamental","pubTime":"2026-06-26 10:46","pubTimestamp":1782441965,"startTime":"0","endTime":"0","summary":"金吾财讯 | 恒指周四 收市报23076点，跌335点或1.43%。大市全日成交3257亿元。国指跌156点或2.02%，报7608点。科指跌73点或1.63%，报4405点。国家审计署发表报告，指中国银行涉逃税近24亿元人民币，中行跌5.3%，报4.99元。其他重磅股中，辉达、微软及亚马逊股价跌幅介乎1.6%至3.5%，SpaceX抽高近4%后掉头跌1%。Caterpillar抽升6.3%，为涨幅最大道指成份股。台湾加权指数现时报45594点，跌660点或1.43%。科技巨头重挫拖累纳指，港股料承压低开。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/NmQyMzI4NWZmMGRlNDRmMTg4YmIyOTUwMDI3OTAzODMzODA5NjYxNDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmQyMzI4NWZmMGRlNDRmMTg4YmIyOTUwMDI3OTAzODMzODA5NjYxNDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984579","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":["MNQmain","NOCT","QDTE","QQQX","QQQY","TQQQ","03993","07568","07261","QYLG","QQQ","TECL","09961","IYW","NVIW.SI","07266","QQQJ","MSFT","XMAG","AAPL","SQQQ","JEPQ","NDX","TSLA","META","GOOG","QQQA",".IXIC","VXUS","03143","03988","PSQ","QQQM","NVDA","03086","QQQI","AMZN","FTEC","ONEQ","QQQE","02834","TQQY","GPIQ","TECS","QID","NQmain","159659","07522","QLD","NAPR"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":8,"totalSize":200,"code":"91000000","status":"200"}]}}