应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。
关闭
XMAG Defiance Large Cap ex-Mag 7 ETF
已收盘 08-11 16:00:00 EDT
26.26
+0.07
+0.28%
盘后
26.55
+0.29
+1.10%
19:41 EDT
最高
26.30
最低
26.18
成交量
7.37万
今开
26.27
昨收
26.19
日振幅
0.46%
总市值
1.77亿
流通市值
1.77亿
总股本
672.50万
成交额
193.37万
换手率
1.10%
流通股本
672.50万
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
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
天量资本开支的“来源”：科技巨头的“隐藏杠杆”究竟有多高？
华尔街见闻 · 08-11 08:47
天量资本开支的“来源”：科技巨头的“隐藏杠杆”究竟有多高？
AI债务狂潮遭遇“消化不良”，华尔街开始重新审视科技巨头发债热潮
华尔街见闻 · 08-08
AI债务狂潮遭遇“消化不良”，华尔街开始重新审视科技巨头发债热潮
ChatGPT时代首次！“科技七巨头”财报引爆超预期波动，美股分化创三十余年新高
华尔街见闻 · 08-07
ChatGPT时代首次！“科技七巨头”财报引爆超预期波动，美股分化创三十余年新高
美股盘前七巨头：英伟达领涨，涨势有望延续
智通财经 · 08-05
美股盘前七巨头：英伟达领涨，涨势有望延续
五大科技巨头未开始数据中心租赁承诺累计达 1.09 万亿美元，为已确认负债近 4 倍
链捕手 · 08-05
五大科技巨头未开始数据中心租赁承诺累计达 1.09 万亿美元，为已确认负债近 4 倍
自ChatGPT问世以来，美股“七巨头”首次出现走势分化
环球市场播报 · 08-04
自ChatGPT问世以来，美股“七巨头”首次出现走势分化
美股开盘｜标普高开0.3%；阿里巴巴涨超3%、亚马逊涨近3%；科技巨头股走强
美股开盘 · 08-03
美股开盘｜标普高开0.3%；阿里巴巴涨超3%、亚马逊涨近3%；科技巨头股走强
美联储或9月加息？科技巨头悲喜两重天
中金财经 · 08-03
美联储或9月加息？科技巨头悲喜两重天
美股这个财报季盈利增长“超预期”，科技巨头“资本开支与AI回报”双涨
华尔街见闻 · 08-02
美股这个财报季盈利增长“超预期”，科技巨头“资本开支与AI回报”双涨
美国四大科技巨头竞逐AI，支出承诺总计超2万亿美元
环球市场播报 · 08-01
美国四大科技巨头竞逐AI，支出承诺总计超2万亿美元
美国四大科技巨头竞逐AI 支出承诺总计超2万亿美元
智通财经 · 08-01
美国四大科技巨头竞逐AI 支出承诺总计超2万亿美元
现金缩水、内存成本飙升：科技巨头AI建设代价高昂
环球市场播报 · 08-01
现金缩水、内存成本飙升：科技巨头AI建设代价高昂
7450亿美元砸向AI基建的背后：科技巨头加速烧钱，华尔街愈发审慎
澎湃新闻 · 07-31
7450亿美元砸向AI基建的背后：科技巨头加速烧钱，华尔街愈发审慎
科技巨头AI投资狂潮 总投入突破1万亿美元
环球市场播报 · 07-31
科技巨头AI投资狂潮 总投入突破1万亿美元
美股科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？
华尔街见闻 · 07-31
美股科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？
科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？
智通财经网 · 07-31
科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？
韩国不稳！科技巨头连环“炸场”
Wind万得 · 07-30
韩国不稳！科技巨头连环“炸场”
关键财报公布前 Meta盘前领涨科技七巨头
智通财经 · 07-29
关键财报公布前 Meta盘前领涨科技七巨头
SK海力士(SKHY.US)周三公布财报受科技巨头加大AI数据中心投入、带动先进存储芯片需求强劲的影响公司第二季度营业利
智通财经 · 07-29
SK海力士(SKHY.US)周三公布财报受科技巨头加大AI数据中心投入、带动先进存储芯片需求强劲的影响公司第二季度营业利
SK 海力士：受 AI 业务规模激增、算力供给紧缺双重因素驱动，各大科技巨头客户正加码基础设施投入、扩大存储采购规模。
智通财经 · 07-29
SK 海力士：受 AI 业务规模激增、算力供给紧缺双重因素驱动，各大科技巨头客户正加码基础设施投入、扩大存储采购规模。
加载更多
公司概况
公司名称：
Defiance Large Cap ex-Mag 7 ETF
所属市场：
NASDAQ
上市日期：
--
主营业务：
发行价格：
--
{"stockData":{"symbol":"XMAG","market":"US","secType":"STK","nameCN":"Defiance Large Cap ex-Mag 7 ETF","latestPrice":26.26,"timestamp":1786478400000,"preClose":26.1869,"halted":0,"volume":73734,"hourTrading":{"tag":"盘后","latestPrice":26.55,"preClose":26.26,"latestTime":"19:41 EDT","volume":164,"amount":4355.2755,"timestamp":1786491699465,"change":0.29,"changeRate":0.011043,"amplitude":0.011043},"delay":0,"changeRate":0.0027914720719138257,"floatShares":6724995,"shares":6724995,"eps":0,"marketStatus":"已收盘","change":0.0731,"latestTime":"08-11 16:00:00 EDT","open":26.27,"high":26.3,"low":26.18,"amount":1933694.7955200002,"amplitude":0.004582,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盘前交易","tradingStatus":1,"beginTime":1786521600000},"marketStatusCode":5,"adr":0,"exchange":"NASDAQ","adjPreClose":26.1869,"sharesOutstanding":6075000,"nav":26.13,"aum":175724250,"dividendRate":0.004383,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":26.55,"preClose":26.26,"latestTime":"19:41 EDT","volume":164,"amount":4355.2755,"timestamp":1786491699465,"change":0.29,"changeRate":0.011043,"amplitude":0.011043},"volumeRatio":1.385493,"impliedVol":0.0616,"impliedVolPercentile":0.1713},"requestUrl":"/m/hq/s/XMAG","defaultTab":"news","newsList":[{"id":"2658963384","title":"天量资本开支的“来源”：科技巨头的“隐藏杠杆”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://www.laohunote.com/m/news/2658963384?lang=zh_cn&edition=full","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":"6e7a4338b1034ad785d5025385d8625c","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":["FRTY","MSFT","UXI","BK4585","IYJ","REGS","PSCI","PJFM","NVDA","BK4588","GOOG","TRUI","AAPL","META","XLIX","DVIN","VIS","FIDU","XMAG","XLII","MADE","TSLA"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657640237","title":"AI债务狂潮遭遇“消化不良”，华尔街开始重新审视科技巨头发债热潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2657640237","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657640237?lang=zh_cn&edition=full","pubTime":"2026-08-08 00:13","pubTimestamp":1786119233,"startTime":"0","endTime":"0","summary":"人工智能基础设施投资热潮正持续推高科技巨头的融资需求，也令美国投资级债券市场出现罕见的“消化不良”。面对需求降温，承销商开始调整发行策略，包括提前开展非交易路演、筛选长期投资者，并刻意拉开发行节奏，以缓解市场供给压力。市场最终能够消化这些发行量，但发行规模和速度已经造成了“消化不良”。","market":"fut","thumbnail":"https://static.tigerbbs.com/df56104a9f420c2fca9723a8c972b5f2","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/df56104a9f420c2fca9723a8c972b5f2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778967","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":["AAPL","XMAG","NVDA","GOOG","ARTY","CHAT","META","AGIX","TSLA","MSFT","QTOC","VTHR","FAZ","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657665396","title":"ChatGPT时代首次！“科技七巨头”财报引爆超预期波动，美股分化创三十余年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2657665396","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657665396?lang=zh_cn&edition=full","pubTime":"2026-08-07 05:06","pubTimestamp":1786050409,"startTime":"0","endTime":"0","summary":"到7月底，美股“科技七巨头”中，已有六家都公布了最新季度财报，美股AI主线并未趋于平静，反而进入剧烈重估阶段。美银股票衍生品团队日前的报告公布了一个令人意外的发现：自OpenAI的ChatGPT问世以来，“科技七巨头”首次几乎全部出现财报后实际波动率超过财报前期权隐含波动率，显示期权市场首次系统性低估了大型科技股的业绩冲击。","market":"us","thumbnail":"https://static.tigerbbs.com/f156a54f9e4928ab062a3cdbe13dd440","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f156a54f9e4928ab062a3cdbe13dd440"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778890","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":["XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657551230","title":"美股盘前七巨头：英伟达领涨，涨势有望延续","url":"https://stock-news.laohu8.com/highlight/detail?id=2657551230","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657551230?lang=zh_cn&edition=full","pubTime":"2026-08-05 17:00","pubTimestamp":1785920422,"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.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":["2NVD.UK","NVDW","ILDR","NVDU","CHPX","CHAT","CNEQ","NVDS","NVDL","AMZN","IXN","SNPE","ESLG","FAI","SMH","ESUM","NVD3.UK","META","VGT","JGRO","EFIV","XMAG","TRFK","TSLA","NVDB","XLK","NVDD","NVDQ","SMHX","VT","NVDX","NVDY","WISE","ROM","CLSE","MSFT","NULC","SPTE","USXF","GAMR","NVIW.SI","NVDG","USD","NVD","METV","NVII","TYLG","GOOG","NVDA","FDTX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657599703","title":"五大科技巨头未开始数据中心租赁承诺累计达 1.09 万亿美元，为已确认负债近 4 倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2657599703","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657599703?lang=zh_cn&edition=full","pubTime":"2026-08-05 10:03","pubTimestamp":1785895410,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据路透社对 LSEG 数据及公司文件的分析，微软、 Meta 、甲骨文、亚马逊和 Alphabet 已承诺未来支付约 1.09 万亿美元的未开始租赁款项，主要用于AI数据中心，这一规模约为其已确认租赁负债（约 2850 亿美元）的 4 倍。这些承诺尚未计入资产负债表，但已在财务报表附注中披露。其中微软披露额最大，达 3291 亿美元； Meta 披露 2789.9 亿美元，并于 7 月 再签 680 亿美元新增租约；甲骨文披露 2600 亿美元，为已确认负债的近 7 倍，租赁期限一般为 15 至 19 年，且公司已警告若客户不续约或无法履约，可能面临风险； Alphabet 和 亚马逊分别披露 852 亿美元 和 1372.1 亿美元。\n\n分析指出，若 AI 算力需求持续增长，这些设施将支撑下一阶段云业务扩张；若需求不及预期，企业可能被迫为大量长期闲置产能支付高昂成本。标普全球评级已将甲骨文等公司的未开始租赁纳入调整后债务预测。该数据凸显 AI 基础设施扩张给科技巨头带来的潜在长期财务压力。 ","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://www.chaincatcher.com/article/2280589","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","XMAG","AMZN","FCLD","HPEL","CLOU","MSFT","AAPL","IDGT","AIO","NVDA","AIBU","PBOT","WISE","WPAI","TSLA","SKYY","WDAI","CLDL","BLOK","DTCR","GOOG","FMET","AIFD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656556423","title":"自ChatGPT问世以来，美股“七巨头”首次出现走势分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2656556423","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656556423?lang=zh_cn&edition=full","pubTime":"2026-08-04 20:39","pubTimestamp":1785847172,"startTime":"0","endTime":"0","summary":"“七巨头”公司的股票走势——方向各异。 这个被称为“七巨头”的公司群体，刚刚做出了自ChatGPT推出引发市场人工智能热潮以来从未有过的事情。 美国银行的计算显示，这些财报表现，加上对冲基金Situational Awareness的爆仓，以及新任美联储主席凯文·沃什新闻发布会所引发的不确定性，共同将美国股市的离散度推至近35年来的最高水平。 看跌期权赋予买方在特定时间前以特定价格卖出标的资产的权利。","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://finance.sina.com.cn/stock/usstock/c/2026-08-04/doc-inimeefm2034975.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_us","symbols":["XMAG","GOOG","TSLA","AMZN","MSFT","NVDA","META"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135474159","title":"美股开盘｜标普高开0.3%；阿里巴巴涨超3%、亚马逊涨近3%；科技巨头股走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1135474159","media":"美股开盘","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1135474159?lang=zh_cn&edition=full","pubTime":"2026-08-03 21:31","pubTimestamp":1785763877,"startTime":"0","endTime":"0","summary":"股市8月3日，美股三大指数高开：道琼斯指数报52,485.03点基本持平，标普500指数涨0.33%报7,514.76点，纳斯达克指数报25,373.85点亦基本持平。期指同步上扬，道指、标普500主连分别涨0.95%和0.37%，大型科技股活跃带动市场情绪偏暖。高盛警告标普盈利过度集中于AI巨头。公司以增发A类普通股置换零票息可转债，显著降低长期债务，但潜在对冲交易或加剧股价波动。预计二季度营收同比增47%，期权价格暗示公布后股价或振幅达10%，将检验AI芯片需求强度。","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":"","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":["LU0211328371.USD","IE0000B7K699.USD","IE00BF5LJ272.USD","LU1548497426.USD","IE00BJLML261.HKD","BK4532","LU0154236417.USD","LU2168564222.USD","AMZP","LU1988902786.USD","LU2720916845.USD","LU1232071149.USD","LU1791710400.SGD","LU1839511570.USD","LU1633808545.USD","LU1152091754.HKD","LU0672654240.SGD","LU2236285917.USD","LU0943347566.SGD","LU2237438978.USD","LU0316494557.USD","IE000W1ABFV2.USD","LU0501845795.SGD","LU2065171402.SGD","SG9999014906.USD","IE0004086264.USD","IE00B4YYXB79.USD","LU0162691827.USD","LU2247934214.USD","IE00BJTD4N35.SGD","LU0072913022.USD","BABX","LU0320765489.SGD","LU0823411888.USD","LU2271345857.HKD","LU1868836757.USD","LU0345770308.USD","LU0077335932.USD","LU1048588211.SGD","LU1720051017.SGD","LU1153585028.USD","LU0648001328.SGD","LU0175139822.USD","LU0823421416.USD","BK4585","LU2065171311.SGD","LU2168563687.JPY","LU2462591277.SGD","LU0345769128.USD","LU2750360641.GBP","LU0390134368.USD","LU0128525689.USD","IE00B7KXQ091.USD","LU2023250330.USD","LU2125154778.USD","LU2462157665.USD","LU1066051811.HKD","BABW","BK4504","DRAG","LU0708995401.HKD","LU2092937148.SGD","LU0312595415.SGD","LU1429558221.USD","LU1868837300.USD","LU0345768153.USD","LU0130102774.USD","LU1496350502.SGD","IE0005OL40V9.USD","LU1861559042.SGD","LU1046422090.SGD","HK0000304805.HKD","LU1119994496.HKD","LU0106959298.USD","SG9999017495.SGD","LU0082616367.USD","LU1861127337.USD","IE00B19Z9505.USD","LU1935042488.USD","AMZZ","LU2756315664.SGD","BK4554","LU0314104364.USD","LU0494093205.USD","LU2357305700.SGD","LU1989764664.SGD","SG9999014880.SGD","AMZD","LU0053666078.USD","IE00B5949003.HKD","LU0215105999.USD","LU0210528500.USD","LU0203202063.USD","CLIX","LU0320765059.SGD","LU2023251221.USD","LU2430703178.SGD","BK4614","LU2860962120.EUR","LU1051768304.USD","LU1242518857.USD","LU2028103732.USD","LU0823421333.USD","IE0004091025.USD","LU2471134796.USD","LU0211327993.USD","OGIG","LU0302445910.USD","LU0964807845.USD","IE0002270589.USD","LU1201861165.SGD","LU1280957306.USD","LU2360106780.USD","BK4587","BK4596","LU0466842654.USD","AMZY","LU0648000940.SGD","LU1935042991.SGD","LU0545039389.USD","LU2089283258.USD","LU0784383803.USD","USAW.SI","LU2083900584.USD","IE00B1XK9C88.USD","IE00BFXG0V08.USD","LU1914381329.SGD","LU0965509101.SGD","LU2471134523.USD","LU1868836591.USD","BK4548","SG9999015978.USD","LU0265550946.USD","IE00BKPKM429.USD","LU0238689110.USD","LU0985320562.USD","ONLN","IE00BN29S564.USD","SG9999015952.SGD","BK4558","LU0210533765.USD","IE00B19Z8X17.USD","LU1003077747.HKD","BK4592","BK4526","LU0353189680.USD","IE000M9KFDE8.USD","HULL","LU2764263203.CNY","BK4575","BK4535","MSFT","LU1074936037.SGD","LU2361044865.SGD","LU0011850046.USD","LU1037948897.HKD","LU0661504455.SGD","LU0133085943.USD","LU1267930573.SGD","BK4122","LU1769817179.HKD","LU2430703095.HKD","LU1261432733.SGD","LU2168564495.EUR","LU0979878070.USD","LU0109391861.USD","LU1035775433.USD","LU2552382215.SGD","BK4538","LU1880398471.USD","LU2275660780.HKD","LU2242649171.HKD","LU1145028129.USD","IE00BKDWB100.SGD","BK4604","LU0345769631.USD","LU0553294199.USD","LU0061474705.USD","LU2764262908.HKD","LU0052756011.USD","LU0820561818.USD","LU0788109477.HKD","LU2362541513.USD","LU0345774631.USD","LU2552382132.HKD","LU1064131342.USD","LU2087621335.USD","LU2213496289.HKD","IE000YTNTUN2.SGD","LU2111349929.HKD","IE000SO60NU8.SGD","SG9999004303.SGD","LU1267930227.SGD","BK4531","WANT","LU2746668974.SGD","LU2054465674.USD","LU0097036916.USD","LU0965508806.USD","LU2023250504.SGD","IE00BMPRXQ63.HKD","IE000WAW04H5.SGD","IE00B19Z8W00.USD","XMAG","META","LU1066051498.USD","IE00B775H168.HKD","LU0047713382.USD","LU0267386448.USD","LU1069344957.HKD","LU0256863811.USD","LU1244550494.USD","AZYY","LU0880133367.SGD","LU1267930730.SGD","IE0004445239.USD","BK4598","LU0949170426.SGD","LU2211817866.USD","LU1691799644.USD","IE00B19Z3B42.SGD","LU0323591593.USD","BK4612","BK4527","LU0130103400.USD","LU1116320737.USD","SGXZ80539844.SGD","09988","LU0149725797.USD","LU1934455277.USD","LU1551013425.SGD","BK4566","LU0138981039.USD","LU1282648689.USD","LU2420271590.USD","LU1880398554.USD","BK4561","LU2023250843.SGD","LU2264538146.SGD","HK0000304797.USD","IE000KEQY171.SGD","IE00BYQQ9H92.USD","AMZU","LU1979441026.SGD","LU1688375341.USD","LU1934455194.USD","IE00B7SZLL34.SGD","LU0787776722.HKD","ESmain","BK4502","BK4550","LU1551013342.USD","SGXZ51526630.SGD","BK4559","LU1861558580.USD","LU2226246903.HKD","SG9999014898.SGD","IE00BKVL7J92.USD","LU0823434583.USD","LU0651946864.USD","LU0310800379.SGD","IE00BJJMRY28.SGD","LU0251142724.SGD","LU1316542783.SGD","LU0096364046.USD","LU1008478684.HKD","LU1066051225.USD","IE00BMPRXN33.USD","SGXZ81514606.USD","SG9999018865.SGD","LU0072462426.USD","LU1935043023.USD","HK0000532082.HKD","LU2148611432.USD","LU2362540622.SGD","SG9999018857.SGD","LU2463028550.USD","LU0784385170.HKD","LU0072461881.USD","IE00BFMHRM44.USD","LU1301847155.USD","IE0001KFT4U8.USD","LU1880383366.USD","IE00BK4W5M84.HKD","LU1267930490.SGD","LU1989764748.USD","LU0251132253.USD","LU0417517546.SGD","LU2756315318.SGD","LU0328353924.USD","LU2381873111.SGD","LU0689472784.USD","IE00B5TLWC47.USD","LU1048596156.SGD","LU2237957811.SGD","LU0079474960.USD","LU1974910355.USD","LU1718418525.SGD","LU0174119429.USD","LU0348814723.USD","LU2360032135.SGD","BABA","SG9999002232.USD","LU1496350171.SGD","GOOG","LU1051769294.HKD","LU1935042215.USD","LU2250418816.HKD","LU2896262040.SGD","LU1674673428.USD","IE00BQXX3C00.GBP","LU0198837287.USD","SG9999001077.SGD","LU2552382058.USD","IE00BJTD4V19.USD","NVDA","IE00BQXX3F31.USD","LU1152091168.USD","LU1235294995.USD","LU1868837136.USD","LU0348816934.USD","BK4503","LU1515016050.SGD","LU1852331112.SGD","LU1323610961.USD","LU0889565833.HKD","LU0918141887.USD","LU2602419157.SGD","LU1814569148.SGD","LU2087625088.SGD","IE000F7OJYX1.SGD","LU0048584097.USD","AMZW","HK0000914660.USD","LU0048573561.USD","IE00B1BXHZ80.USD","LU0170899867.USD","LU2077746001.SGD","LU1769817096.USD","LU0308772762.SGD","LU1778281490.HKD","LU1803068979.SGD","SGXZ44715902.SGD","IE00BMPRXR70.SGD","LU0784385840.USD","LU0528227936.USD","LU0158827781.USD","IE00B0JY6N72.USD","LU2637965513.SGD","IE00BFSS8Q28.SGD","LU2462591350.SGD","LU0061475181.USD","LU0109392836.USD","LU1116320901.HKD","BK4588","LU2452424414.USD","LU1674673691.USD","LU0070217475.USD","LU0143551892.USD","LU2487616109.SGD","LU0797268264.HKD","LU0072462343.USD","IE00B3SWFQ91.USD","LU0256863902.USD","LU2326559502.SGD","BK4565","LU0820561909.HKD","LU0823434740.USD","BK4607","IE00BQXX3D17.EUR","LU2750360997.AUD","LU2168564149.EUR","BK4534","LU0640476718.USD","TSLA","LU2317271919.USD","SG9999015945.SGD","LU2168564065.EUR","LU2461242641.AUD","IE00BZ1G4Q59.USD","LU0957791311.USD","LU2505996509.AUD","BK4220","LU2097829019.USD","IE00B19Z3581.USD","LU0070302665.USD","LU0029864427.USD","LU1435385759.SGD","SG9999014914.USD","ILDR","LU0738911758.USD","LU2125154935.USD","LU2242650005.HKD","IE0009356076.USD","BK4524","LU1935043536.SGD","LU0096362180.USD","LU1917777945.USD","LU2456880835.USD","IEMG","LU0651947912.USD","BK4581","LU0203201768.USD","LU1366192091.USD","LU2403377893.USD","LU0456855351.SGD","LU2764263039.SGD","LU0251131958.USD","LU0107464264.USD","LU1084165304.USD","BK4507","LU0158827948.USD","LU1242518931.SGD","LU2108987350.USD","SG9999000418.SGD","LU0348723411.USD","IE00BFSS7M15.SGD","LU2471134952.CNY","LU0210536198.USD","SGXZ23171101.USD","LU0965509283.SGD","LU0067412154.USD","LU0127658192.USD","LU0354030438.USD","LU0456842615.SGD","LU0345774391.USD","IE0034235303.USD","LU1823568750.SGD","BABU","LU2237957902.USD","LU2265009873.SGD","LU0949170772.SGD","LU0980610538.SGD","IE000MB6IJN5.SGD","LU2471134879.HKD","LU2543165471.USD","LU0345768740.USD","BK4543","LU0128525929.USD","LU0056508442.USD","BK4551","LU0820562030.AUD","LU0882574139.USD","LU1037948541.HKD","LU2362541273.HKD","LU2999663052.SGD","LU2417539215.USD","SG9999015986.USD","LU2211815571.USD","LU1804176565.USD","LU1244550221.USD","LU0157215616.USD","LU0786609619.USD","LU0353189763.USD","LU1366333091.USD","GB00BDT5M118.USD","LU0289960550.SGD","LU1127390331.HKD","LU0310799852.SGD","LU0276348264.USD","LU2065170008.USD","IE00BK4W5L77.USD","LU1815333072.USD","LU2361045086.USD","KBAB","SGXZ31699556.SGD","LU0918141705.HKD","LU0821914370.USD","BK4505","LU0784384876.USD","IE000BZT7R73.USD","LU0354030511.USD","IE000ITXATA3.USD","LU1201861249.SGD","IE00B4JS1V06.HKD","LU1868836914.USD","AAPL","LU0965509010.AUD","LU2954938101.SGD","LU2065169927.USD","HK0000914686.HKD","LU0234572021.USD","IE00B775SV38.USD","LU0642271901.SGD","IE00BWXC8680.SGD","LU2106854487.HKD","LU2746668461.USD","LU1720051108.HKD","SGXZ99366536.SGD","LU0265550359.USD","BK4579","LU1934455863.HKD","IE0003U64NQ7.SGD","LU2063271972.USD","LU1105468828.SGD","LU0345770993.USD","LU1046421795.USD","EDZ","LU0234570918.USD","LU2092627202.USD","LU0742534661.SGD","BK4533","IE00B3S45H60.SGD","LU0342679015.USD","LU2361044949.HKD","LU2089284900.SGD","LU0724617625.USD","LU0719512351.SGD","RTH","LU1629891620.HKD","LU0683600562.USD","IE0009G5SDU7.USD","LU0080751232.USD","LU0289941410.SGD","LU0310800965.SGD","AMZN","BABO","LU1066053197.SGD","IE00BJJMRX11.SGD","LU0871640123.AUD","LU2505996681.GBP","LU0861579265.USD","LU2430703251.USD","LU0061474960.USD","IE0004445015.USD","LU0708994859.HKD","LU1791710582.SGD","ALBmain","LU0251143458.SGD","LU2592432038.USD","SG9999002224.SGD","LU1244550577.SGD","LU0208291251.USD","LU1883839398.USD","BBYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656321891","title":"美联储或9月加息？科技巨头悲喜两重天","url":"https://stock-news.laohu8.com/highlight/detail?id=2656321891","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656321891?lang=zh_cn&edition=full","pubTime":"2026-08-03 15:57","pubTimestamp":1785743825,"startTime":"0","endTime":"0","summary":"7月30日凌晨,美联储的FOMC如预期般以9比3的投票结果将利率维持在3.50%至3.75%区间。会后声明几乎没有实质性修改，美联储也没有在新闻发布会上提供任何政策前瞻指引，也未解释委员会对当前通胀形势的具体判断。目前市场隐含的9月加息概率已从发布会前的80%以上降至接近60%。这实际上意味着：金融条件已经明显收紧，因此美联储暂时无需进一步加息。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202608/03/20260803297202.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202608/03/20260803297202.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/shichangjuejin/20260803/32324604.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":"zhongjincaijing_highlight","symbols":["VGSH","GBIL","EDV","GOVT","JULD","NELS","VCIT","XBIL","UDN","VGLT","AGG","JPST","MYCN","OOQB","NGHT","TLT","LQD","TYO","IEF","BOXX","VGIT","TLH","TMF","KBE","BOND","NEMD","UBT","BSV","HMOP","MINT","BIL","SCHO","LIAJ","FEM","GOLY","TIP","VCSH","XMAG","PBDC","MUB","TLTW","SPY","CIVG","IEI","SHY","MUNX","DBND","EBUF","VOO","BND"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656139701","title":"美股这个财报季盈利增长“超预期”，科技巨头“资本开支与AI回报”双涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2656139701","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656139701?lang=zh_cn&edition=full","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":"us","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":["VTHR","TRUI","GPIQ","QQQ","NDX","NAPR","VIS","TQQY","MMAX","07266","DVIN","07568","QMAR","NOCT","FIDU","SDOW","IYJ","SMAX","DXD","SDS","SSO","AFLG","YSPY",".IXIC","SPXL",".DJI","PSQ","QQQX","07261","XMAG","PJFM","03086","SPXS","02834","DIA","NJAN","TQQQ","SPXU","DOG","SPYM","AINT","ARTY","UPRO","QID","UXI","HIBL","AIPO","CHAT","QTOC","SQQQ","FRTY","DDM","MADE","SPYQ","APRP","DMAX","XLII","VOO","UDOW",".SPX","REGS","AGIX","SPDN","SPYH","PSCI","SPYU","NJUL","03034","QLD","09086","QQQM","XLIX","SPY","IVV","SH","QDEC","09834","07522","03455","SPUU","QIDX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656394016","title":"美国四大科技巨头竞逐AI，支出承诺总计超2万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656394016","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656394016?lang=zh_cn&edition=full","pubTime":"2026-08-01 07:42","pubTimestamp":1785541320,"startTime":"0","endTime":"0","summary":"数据中心竞赛中的四大巨头已承诺在未来几年内投入近2.4万亿美元，表明对人工智能基础设施的投资将继续大幅增加。以$谷歌$母公司Alphabet为例，该公司上周披露，尚未开始执行的采购承诺、合同义务及租赁承诺达到9020亿美元。Meta也披露了类似的大幅增长，未来支出承诺接近7000亿美元。该公司的承诺总额是一年前的逾八倍。Alphabet和亚马逊的自由现金流均已转为负值，Meta预计也将很快出现这一情况。","market":"other","thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2026-08-01/doc-inikufht0844119.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AMZN","CHAT","QTOC","AGIX","XMAG","MSFT","AIPO","GOOG","VTHR","META","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656394096","title":"美国四大科技巨头竞逐AI 支出承诺总计超2万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656394096","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656394096?lang=zh_cn&edition=full","pubTime":"2026-08-01 06:33","pubTimestamp":1785537205,"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":["AAPL","ARTY","AMZN","AIPO","GOOG","NVDA","META","QTOC","XMAG","VTHR","TSLA","MSFT","CHAT","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656395731","title":"现金缩水、内存成本飙升：科技巨头AI建设代价高昂","url":"https://stock-news.laohu8.com/highlight/detail?id=2656395731","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656395731?lang=zh_cn&edition=full","pubTime":"2026-08-01 03:01","pubTimestamp":1785524500,"startTime":"0","endTime":"0","summary":"人工智能热潮持续近四年，全球最大的科技公司仍在为未来做出宏大承诺，但问题在于它们正在此过程中大量消耗现金。根据高盛的预测，超大规模科技公司今年的AI支出预计将达到7650亿美元，到2027年将上升至近1.2万亿美元。亚马逊在周四将全年资本支出预测上调至2200亿美元，这一数字在四家超大规模企业中是最高的。 亚马逊还报告称，其过去12个月的自由现金流为负76亿美元。而在一天前，Meta披露其现金生成能力较去年同期下降了91%。","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://finance.sina.com.cn/stock/usstock/c/2026-08-01/doc-iniktust0786335.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_us","symbols":["GOOG","AMZN","META","DRAL","QTOC","TSLA","MSFT","RAM","XMAG","ARTY","AIPO","NVDA","VTHR","BK4588","DRAM","CHAT","AGIX","AAPL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655546369","title":"7450亿美元砸向AI基建的背后：科技巨头加速烧钱，华尔街愈发审慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2655546369","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655546369?lang=zh_cn&edition=full","pubTime":"2026-07-31 20:38","pubTimestamp":1785501480,"startTime":"0","endTime":"0","summary":"美股科技巨头计划继续在人工智能（AI）上投入巨资，而投资者则需要看到更多切实可见的回报成果。近日，美股AI巨头陆续公布年中财报。其中，Meta、谷歌母公司Alphabet和亚马逊再度上调2026年资本开支指引。算上微软，目前四大巨头的全年资本上限有望达到7450亿美元，该数字将远超2025年的4558亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607313828571017.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/a/202607313828571017.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_eastmoney","symbols":["GOOG","AAPL","QTOC","AMZN","TSLA","ARTY","AIPO","XMAG","FAZ","META","AGIX","MSFT","CHAT","VTHR","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655351344","title":"科技巨头AI投资狂潮 总投入突破1万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2655351344","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655351344?lang=zh_cn&edition=full","pubTime":"2026-07-31 17:06","pubTimestamp":1785488760,"startTime":"0","endTime":"0","summary":"自三年半前各大企业开启AI主导权争夺战以来，四大超大规模云服务商累计资本投入已突破1万亿美元。根据四家企业近两周披露的财报，从2023年AI产业热潮兴起至今年6月末，谷歌、亚马逊、微软、Meta合计资本开支高达1.1万亿美元。目前两家AI实验室均有上市规划。Meta没有云业务，但表示AI有效优化广告精准投放；公司本季度总营收同比大涨28%，达到610亿美元。","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/stock/usstock/c/2026-07-31/doc-iniksxpi1220778.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":["AMZN","CHAT","QTOC","AGIX","XMAG","NVDA","MSFT","AIPO","AAPL","TSLA","GOOG","VTHR","META","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655358846","title":"美股科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655358846","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655358846?lang=zh_cn&edition=full","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":["MSFW","UXI","MSFX","IYJ","ARTY","XLIX","PJFM","VTHR","MSFT","REGS","AMZD","GOOG","GOOGL","GGLL","GOOY","QTOC","METU","XLII","AMZN","VIS","META","FRTY","AZYY","MSFL","GGLS","GOOW","METW","AMZW","CHAT","AGIX","AIPO","GOU","APRP","AMZY","MSFO","MSFY","GOOP","AMZU","FBY","PSCI","MSFD","FBYY","MSFU","MADE","GOOX","METD","AINT","AFLG","FBL","AMZZ","DVIN","XMAG","AMZP","QIDX","TRUI","FIDU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655435355","title":"科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655435355","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655435355?lang=zh_cn&edition=full","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":["XLIX","QTOC","AIPO","XMAG","VIS","PJFM","AINT","FRTY","AGIX","ARTY","APRP","AFLG","CHAT","REGS","MADE","VTHR","PSCI","UXI","IYJ","TRUI","XLII","DVIN","FIDU","QIDX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655847832","title":"韩国不稳！科技巨头连环“炸场”","url":"https://stock-news.laohu8.com/highlight/detail?id=2655847832","media":"Wind万得","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655847832?lang=zh_cn&edition=full","pubTime":"2026-07-30 09:20","pubTimestamp":1785374400,"startTime":"0","endTime":"0","summary":"7月30日，韩国KOSPI指数开盘后快速转跌，日内跌幅达2.00%；SK海力士跌超7%，三星电子跌超2%。三星电子在公告中表示，第二季度营收和营业利润均创下历史新高。SK海力士此前同样交出创纪录业绩，营业利润增长却低于极高的市场预期，股价随即大跌。财报季进入“验收期”三份财报放在一起，全球科技股的定价规则已经变得更严格。万得 AI Alice的“全球上市公司季报点评”Skill，正是按照这套逻辑处理财报。","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://mp.weixin.qq.com/s?__biz=MjM5ODQ4MjgyMQ==&mid=2651349150&idx=1&sn=8b52197a8ccb7368a4538a50137e41ae&chksm=bce6011b020f6082b2169e7508e1c5e32a9d30e013dc4e65356d44af5a76f6b9df2d57fabf89&scene=0#rd","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":"weixin_highlight","symbols":["AAPL","AMZN","GOOG","META","XMAG","TSLA","MSFT","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655086521","title":"关键财报公布前 Meta盘前领涨科技七巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2655086521","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655086521?lang=zh_cn&edition=full","pubTime":"2026-07-29 17:59","pubTimestamp":1785319141,"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":["MSFT","SOCL","META","XMAG","MAGY","AMZN","TSLA","NVDA","GOOG","YMAG","AAPL","BULZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655742836","title":"SK海力士(SKHY.US)周三公布财报受科技巨头加大AI数据中心投入、带动先进存储芯片需求强劲的影响公司第二季度营业利","url":"https://stock-news.laohu8.com/highlight/detail?id=2655742836","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655742836?lang=zh_cn&edition=full","pubTime":"2026-07-29 07:07","pubTimestamp":1785280066,"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":["AAPL","07709","MSFT","DRMP","SKHU","EDZ","SKDD","TSLA","HYNX","MIC","CHPX","GOOG","MUYY","AMZN","MUZ","MUU","IVEP","DRAM","SKHZ","XMAG","AXTU","BK4141","DRAL","RAM","BK4588","HBMX","SK","MULL","DISK","DRMY","MUD","FTXL","EEMO","SKUU","SKHY","TCAI","NVDA","META","SKHX","SKHYV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655836186","title":"SK 海力士：受 AI 业务规模激增、算力供给紧缺双重因素驱动，各大科技巨头客户正加码基础设施投入、扩大存储采购规模。","url":"https://stock-news.laohu8.com/highlight/detail?id=2655836186","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655836186?lang=zh_cn&edition=full","pubTime":"2026-07-29 06:47","pubTimestamp":1785278832,"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.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":["SKHY","BK4588","TSLA","MSFT","SKUU","DRAL","SKDD","SKHZ","AIPO","CHAT","AGIX","AAPL","SKHX","ARTY","AMZN","GOOG","DRAM","BK4141","META","XMAG","QTOC","HYNX","SKHYV","07709","EMXC","NVDA","SKHU","VTHR","RAM","SK","BK4585"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"stockEarnings":[{"period":"1week","weight":0.0267},{"period":"1month","weight":0.0154},{"period":"3month","weight":0.0737},{"period":"6month","weight":0.122},{"period":"1year","weight":0.2332},{"period":"ytd","weight":0.1603}],"compareEarnings":[{"period":"1week","weight":0.0203},{"period":"1month","weight":0.0239},{"period":"3month","weight":0.0472},{"period":"6month","weight":0.1172},{"period":"1year","weight":0.2132},{"period":"ytd","weight":0.1336}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"exchange":"NASDAQ","name":"Defiance Large Cap ex-Mag 7 ETF","nameEN":"Defiance Large Cap ex-Mag 7 ETF"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"Defiance Large Cap ex-Mag 7 ETF(XMAG)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供Defiance Large Cap ex-Mag 7 ETF(XMAG)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"Defiance Large Cap ex-Mag 7 ETF,XMAG,Defiance Large Cap ex-Mag 7 ETF股票,Defiance Large Cap ex-Mag 7 ETF股票老虎,Defiance Large Cap ex-Mag 7 ETF股票老虎国际,Defiance Large Cap ex-Mag 7 ETF行情,Defiance Large Cap ex-Mag 7 ETF股票行情,Defiance Large Cap ex-Mag 7 ETF股价,Defiance Large Cap ex-Mag 7 ETF股市,Defiance Large Cap ex-Mag 7 ETF股票价格,Defiance Large Cap ex-Mag 7 ETF股票交易,Defiance Large Cap ex-Mag 7 ETF股票购买,Defiance Large Cap ex-Mag 7 ETF股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"Defiance Large Cap ex-Mag 7 ETF(XMAG)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供Defiance Large Cap ex-Mag 7 ETF(XMAG)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}