WisdomTree Cloud Computing Fund(WCLD)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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WCLD WisdomTree Cloud Computing Fund

交易中 08-17 15:27:09 EDT

40.03

-0.74

-1.82%

最高40.61	最低39.69	成交量34.60万
今开40.38	昨收40.77	日振幅2.26%
总市值3.29亿	流通市值3.29亿	总股本822.50万
成交额1,383万	换手率4.21%	流通股本822.50万
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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和 Anthropic 或占三大云厂商 AI 收入 70% 以上，数据中心投资高度集中风险凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2657991225","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657991225?lang=zh_cn&edition=full","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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特斯拉业绩欠佳股价重挫14.5%；谷歌跌7%，资本开支激增5000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2653776358","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653776358?lang=zh_cn&edition=full","pubTime":"2026-07-24 07:00","pubTimestamp":1784847639,"startTime":"0","endTime":"0","summary":"周四美股成交额第1名美光科技收高3.20%，成交391.19亿美元。埃隆·马斯克称，美光科技最近向特斯拉提供了“相当可观”的存储芯片配额，帮助这家汽车制造商满足了对这种日益珍贵商品的需求。　　马斯克在周三举行的特斯拉季度财报电话会议上表示，在存储芯片供不应求且价格高企之际，美光向特斯拉提供的供应条件非常合理。　　第2名特斯拉收跌14.52%，创下2025年6月以来单日最大跌幅，成交371.77亿美元。特斯拉预计全年资本总投入将突破250亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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/2026-07-24/doc-iniivtws4486905.shtml","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":"sina","symbols":["IE0000B7K699.USD","IE00B19Z3581.USD","BK4612","LU2244417387.USD","LU2360107168.USD","SG9999015978.USD","TSLZ","SHOC","IE00BKVL7J92.USD","SG9999017495.SGD","LU1059921491.USD","LU2236285917.USD","IE00BSNM7G36.USD","NVD2.UK","LU1712237335.SGD","LU2097344357.USD","LU0128525929.USD","LU2250418816.HKD","LU2746668461.USD","LU0109392836.USD","OGIG","LU0786609619.USD","LU1868837300.USD","TSLY","HK0000304805.HKD","LU1803068623.USD","LU1934455194.USD","TLA","IE000M9KFDE8.USD","LU2452424414.USD","LU1551013342.USD","LU1868837136.USD","LU1815333072.USD","LU2087621335.USD","LU0320765489.SGD","07366","TRUC","CHPS","LU0345768740.USD","BK4566","LU2746668974.SGD","LU0976567544.SGD","LU0061474705.USD","HK0000320264.USD","LU1720051017.SGD","LU2237957902.USD","IE00B4YYXB79.USD","SG9999000418.SGD","LU0267386448.USD","LU0417517546.SGD","LU1582987324.SGD","LU1400636491.USD","IE000SO60NU8.SGD","BK4553","LU0784385170.HKD","INTC","LU0784385840.USD","RULE","LU0225283273.USD","LU1496350502.SGD","IE00B894F039.SGD","LU0154236417.USD","ONLN","LU0128525689.USD","IE00BYQQ9H92.USD","BK4528","LU0265550359.USD","IE00BN8TJ469.HKD","IE0004445239.USD","FAI","LU0889566641.SGD","AGOX","LU2125909759.SGD","THMR","DRMY","SGXZ23171101.USD","BK4573","IE000WAW04H5.SGD","LU2471134523.USD","BK4592","BUG","LU1267930490.SGD","LU2491050071.SGD","LU2458330243.SGD","BK4220","LU1066051811.HKD","LU1221951046.USD","LU1202635105.USD","BAI","IE00B1BXHZ80.USD","LU1066053197.SGD","LU0444973449.USD","LU2764263203.CNY","LU0859254822.USD","LU0942090050.USD","LU0353189680.USD","IE00BJLML261.HKD","LU2237443465.HKD","LU1861127337.USD","LU2125909593.SGD","3NVD.UK","PALU","LU0994945656.USD","LU2592432038.USD","LU0061475181.USD","LU0314106906.USD","LU2065171311.SGD","SG9999002232.USD","SG9999018865.SGD","TRFK","LU1923623000.USD","AZYY","LU2041044095.USD","LU1852331112.SGD","LU2133065610.SGD","LU1880398471.USD","IE00BZ199S13.USD","LU0130518102.USD","TSLS","SKUU","LU1069344957.HKD","LU2764262908.HKD","BK4503","LU0157215616.USD","LU1791710582.SGD","LU1894683264.USD","LU0082616367.USD","LU2237443622.USD","XLK","METV","LU0321505439.SGD","LU0444971666.USD","LU1548497426.USD","LU2092937221.SGD","LU0323591593.USD","LU0316494557.USD","LU2083900584.USD","LU0894485498.HKD","BK4598","IE00B775SV38.USD","LU0345774391.USD","MSFY","NVDD","LU2361044865.SGD","IE000KEQY171.SGD","LU0342679015.USD","LU2092937148.SGD","SGXZ81514606.USD","LU0056508442.USD","IE0003U64NQ7.SGD","BK4587","LU2242650005.HKD","LU1839511570.USD","HK0000306685.HKD","LU1003077747.HKD","LU2896262040.SGD","IE00BK4W5M84.HKD","AMZD","LU0787776722.HKD","LU2168564065.EUR","MIC","LU2028103732.USD","AMZP","IE00B19Z9505.USD","LU2355687059.USD","MUYY","PANW","LU2290526834.HKD","SKDD","NVII","WISE","LU0158827948.USD","CRSH","SG9999014575.USD","LU1988902786.USD","IE00BMPRXN33.USD","LU0162691827.USD","LU1236620834.HKD","BK4534","LU2552382215.SGD","LU0648000940.SGD","NULC","LU1121112475.USD","GB00B4QBRK32.GBP","IE00BQXX3C00.GBP","IE00B775H168.HKD","BK4607","SG9999002224.SGD","BK4585","LU0950375773.USD","LU0494093205.USD","LU2125154778.USD","LU0426412945.USD","LU0949170426.SGD","IE00B19Z9P08.USD","LU1935042991.SGD","LU2461242641.AUD","IE00B1XK9C88.USD","TSLT","BK4543","LU0079474960.USD","WANT","LU0130517989.USD","NVDQ","VGT","LU0289941410.SGD","SG9999015952.SGD","LU0726765562.USD","LU0882574139.USD","MSFL","LU0456855351.SGD","LU2506951792.HKD","AIFD","LU1506573853.SGD","IE00BK4W5L77.USD","SPTE","TSLW","BK4529","NVDO","LU2756315664.SGD","IE00B3SWFQ91.USD","LU0070217475.USD","LU2264538146.SGD","SG9999014559.SGD","IE000Q6AESB8.SGD","LU2471134952.CNY","2NVD.UK","LU0345770308.USD","LU1814569148.SGD","LU1084165304.USD","LU0095938881.EUR","XDAT","GOOP","SGXZ31699556.SGD","LU2265009873.SGD","LU1571399168.USD","BK4581","LU1267930730.SGD","LU0964807845.USD","LU1564329032.USD","EMSF","LU1674673691.USD","BK4575","LU1861559042.SGD","LU2023250504.SGD","IE00B3M56506.USD","LU2413666426.HKD","LU0210533765.USD","LU1366333091.USD","LU0208291251.USD","IE00B7SZLL34.SGD","LU2362541273.HKD","LU1868836914.USD","LU2357125470.USD","LU0943347566.SGD","LU2125154935.USD","PTF","IDRV","LU22101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