台湾ETF-iShares MSCI(EWT)

盘后97.02-1.06-1.08%19:52 EDT

98.08-7.67-7.25%

社区社区
资讯资讯
资料资料
公告公告

- 最新
- 推荐
公司概况
公司名称
台湾ETF-iShares MSCI
所属市场
ARCA
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.ishares.com/us/products/239686/ishares-msci-taiwan-etf
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
EWT旨在追踪MSCI Taiwan指数，标的成分主要在台湾证券交易所上市交易，以金融、科技和大宗商品类公司为主。风险提示：标的成分和权重，有可能随着时间的迁移而发生变化。

分时
5日
日
周
月

数据加载中...

最高

101.68

今开

101.47

量比

2.09

最低

97.28

昨收

105.75

换手率

11.30%

热议股票

{"pagemeta":{"title":"台湾ETF-iShares MSCI(EWT)_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。老虎社区提供台湾ETF-iShares MSCI(EWT)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":"台湾ETF-iShares MSCI,EWT,台湾ETF-iShares MSCI股票,台湾ETF-iShares MSCI股票老虎,台湾ETF-iShares MSCI股票老虎国际,台湾ETF-iShares MSCI行情,台湾ETF-iShares MSCI股票行情,台湾ETF-iShares MSCI股价,台湾ETF-iShares MSCI股市,台湾ETF-iShares MSCI股票价格,台湾ETF-iShares MSCI股票交易,台湾ETF-iShares MSCI股票购买,台湾ETF-iShares MSCI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":"台湾ETF-iShares MSCI(EWT)_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。老虎社区提供台湾ETF-iShares MSCI(EWT)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"}},"tab":"community","symbol":"EWT","data":{"stockData":{"symbol":"EWT","market":"US","secType":"STK","nameCN":"台湾ETF-iShares MSCI","latestPrice":98.08,"timestamp":1780689600000,"preClose":105.75,"halted":0,"volume":11875584,"hourTrading":{"tag":"盘后","latestPrice":97.02,"preClose":98.08,"latestTime":"19:52 EDT","volume":691695,"amount":67881143.516,"timestamp":1780703554475,"change":-1.06,"changeRate":-0.010808,"amplitude":0.02865},"delay":0,"changeRate":-0.07252955082742318,"floatShares":105100000,"shares":105100000,"eps":5.951226,"marketStatus":"休市中","change":-7.67,"latestTime":"06-05 16:00:00 EDT","open":101.467,"high":101.675,"low":97.275,"amount":1178038053.0723839,"amplitude":0.041608,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":5.951226,"tradingStatus":0,"nextMarketStatus":{"tag":"盘前交易","tradingStatus":1,"beginTime":1780905600000},"marketStatusCode":7,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":105.75,"sharesOutstanding":115700000,"nav":106.143054,"aum":11155634975.4,"dividendRate":0.028713,"bidAskSpread":0.00013,"preHourTrading":{"tag":"盘前","latestPrice":101.4,"preClose":105.75,"latestTime":"09:27 EDT","volume":24476,"amount":2511655.40532,"timestamp":1780666059758,"change":-4.35,"changeRate":-0.041135,"amplitude":0.023974},"postHourTrading":{"tag":"盘后","latestPrice":97.02,"preClose":98.08,"latestTime":"19:52 EDT","volume":691695,"amount":67881143.516,"timestamp":1780703554475,"change":-1.06,"changeRate":-0.010808,"amplitude":0.02865},"volumeRatio":2.094341594529037,"optionData":{"bulkOrders":[{"symbol":"EWT","call":false,"expireDate":1781755200000,"strike":"85.0","timestamp":1780687786186,"price":0.53,"volume":2500,"amount":132500,"type":"+"},{"symbol":"EWT","call":false,"expireDate":1781755200000,"strike":"90.0","timestamp":1780687766280,"price":0.98,"volume":1500,"amount":147000,"type":"+"}]},"impliedVol":0.4607,"impliedVolPercentile":0.9602},"tweetData":{"bottom":false,"list":[{"cardType":"TWEET","cardId":"TWEET.568292053414392","cardData":[{"tweetId":"568292053414392","author":{"authorId":"21347731130544","idStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","userType":1,"introduction":"","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.07","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1}],"wearingBadges":[],"fanSize":50191,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"台湾股市市值升至4.95万亿美元，超过印度! 牛啊，这就是有AI和没AI的区别！ <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 台湾股市ETF有这些： <a href=\"https://laohu8.com/S/EWT\">$台湾ETF-iShares MSCI(EWT)$</a> <a href=\"https://laohu8.com/S/FLTW\">$Franklin FTSE Taiwan ETF(FLTW)$</a>","plainDigest":"台湾股市市值升至4.95万亿美元，超过印度! 牛啊，这就是有AI和没AI的区别！ $台积电(TSM)$ 台湾股市ETF有这些： $台湾ETF-iShares MSCI(EWT)$ $Franklin FTSE Taiwan ETF(FLTW)$","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779755928729,"gmtModify":1779756147177,"symbols":["EWT","FLTW","TSM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":3456,"likeCount":3,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/568292053414392","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":152,"displayRows":4,"foldSize":0,"authorId":"21347731130544"}]},{"cardType":"TWEET","cardId":"TWEET.568292766921208","cardData":[{"tweetId":"568292766921208","author":{"authorId":"21347731130544","idStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","userType":1,"introduction":"","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.07","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1}],"wearingBadges":[],"fanSize":50191,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"台湾股市市值超过印度，这主要得益于全球最大芯片制造商台积电的股价飙升。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 据彭博汇编的数据，截至周一，台湾股市市值攀升至4.95万亿美元。相比之下，印度股市市值已降至4.92万亿美元。台湾股市目前是全球第五大股市，排在美国、中国大陆、日本和香港之后。 台湾股市在全球股市排名中攀升主要得益于台积电，该公司目前在基准指数中的权重超过42%，市场集中度极高。在人工智能AI蓬勃发展之际，这家芯片制造商的股价今年已上涨49%，其半导体产品在该领域占据主导地位。 “台湾市值不断攀升，从根本上反映了其在科技硬件领域的高度集中，而科技硬件目前正处于AI投资周期的核心。”富兰克林邓普顿基金经理Yi PingLiao表示，“科技硬件占比有限的市场正日益被台湾和韩国等科技硬件占比巨大的市场所掩盖。” <a href=\"https://laohu8.com/S/EWT\">$台湾ETF-iShares MSCI(EWT)$</a> <a href=\"https://laohu8.com/S/FLTW\">$Franklin FTSE Taiwan ETF(FLTW)$</a>","plainDigest":"台湾股市市值超过印度，这主要得益于全球最大芯片制造商台积电的股价飙升。 $台积电(TSM)$ 据彭博汇编的数据，截至周一，台湾股市市值攀升至4.95万亿美元。相比之下，印度股市市值已降至4.92万亿美元。台湾股市目前是全球第五大股市，排在美国、中国大陆、日本和香港之后。 台湾股市在全球股市排名中攀升主要得益于台积电，该公司目前在基准指数中的权重超过42%，市场集中度极高。在人工智能AI蓬勃发展之际，这家芯片制造商的股价今年已上涨49%，其半导体产品在该领域占据主导地位。 “台湾市值不断攀升，从根本上反映了其在科技硬件领域的高度集中，而科技硬件目前正处于AI投资周期的核心。”富兰克林邓普顿基金经理Yi PingLiao表示，“科技硬件占比有限的市场正日益被台湾和韩国等科技硬件占比巨大的市场所掩盖。” $台湾ETF-iShares MSCI(EWT)$ $Franklin FTSE Taiwan ETF(FLTW)$","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779756102925,"gmtModify":1779756122515,"symbols":["EWT","FLTW","TSM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":16224,"likeCount":8,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"568260503423632","author":{"authorId":"3479274743139604","idStr":"3479274743139604","name":"skythelimit","avatar":"https://static.laohu8.com/picture76","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":68,"starInvestorFlag":false},"content":"这波真是台积电一只扛全场 42%权重看着都猛","plainContent":"这波真是台积电一只扛全场 42%权重看着都猛","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/568292766921208","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":690,"displayRows":4,"foldSize":0,"authorId":"21347731130544"}]},{"cardType":"TWEET","cardId":"TWEET.567219644301488","cardData":[{"tweetId":"567219644301488","author":{"authorId":"4144466283079132","idStr":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","userType":1,"introduction":"","crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":644,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":567,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"ror":20.53,"showRor":true,"winRationPercentage":84.210526,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"","digest":"部署一些中芯国际，基本上面他就是国内版的台积电，芯片制造是国家安全及国力的保证","plainDigest":"部署一些中芯国际，基本上面他就是国内版的台积电，芯片制造是国家安全及国力的保证","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779510577234,"gmtModify":1779511647659,"symbols":["EWT","FTXL","USD","PSI","SSG","CHAT","FLTW","XSD","SOXL","TWN","TSM","688981","SMHX","SOXS","CHPY","SOXQ","EMXC","IEMG","TEKX","SOXY"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":1356,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/567219644301488","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":76,"displayRows":4,"foldSize":0,"authorId":"4144466283079132"}]},{"cardType":"TWEET","cardId":"TWEET.564733266645320","cardData":[{"tweetId":"564733266645320","author":{"authorId":"3463057643110414","idStr":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":3,"crmLevelSwitch":1,"wearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.05","individualDisplayEnabled":0,"individualDisplaySort":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":6792,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌","plainDigest":"最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778908744731,"gmtModify":1778908747703,"symbols":["EWT","VGT","USD","GOOGL","MAGY","SSG","CHAT","XSD","SOXL","QCOM","TWN","TSM","SMHX","SOXS","YMAG","CHPY","SOXQ","GFS","IEMG","AMD"],"themeIds":["fb0b8a84b3ed43f49e4a9bb328a89463"],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":1881,"likeCount":4,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/564733266645320","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":61,"displayRows":4,"foldSize":0,"authorId":"3463057643110414"}]},{"cardType":"TWEET","cardId":"TWEET.564822105137480","cardData":[{"tweetId":"564822105137480","author":{"authorId":"3553113391523849","idStr":"3553113391523849","name":"苍穹之剑888","avatar":"https://static.tigerbbs.com/1116df09126afc8292cd7625a79d25cf","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":11,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌","plainDigest":"最看好的是芯片半导体，比如英伟达， Amd ，台积电高通博通，次看好谷歌","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778930433816,"gmtModify":1778930436858,"symbols":["EWT","VGT","USD","GOOGL","MAGY","SSG","CHAT","XSD","SOXL","QCOM","TWN","TSM","SMHX","SOXS","YMAG","CHPY","SOXQ","GFS","IEMG","AMD"],"themeIds":["fb0b8a84b3ed43f49e4a9bb328a89463"],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":1319,"likeCount":2,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/564822105137480","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":61,"displayRows":4,"foldSize":0,"authorId":"3553113391523849"}]},{"cardType":"TWEET","cardId":"TWEET.567317324337560","cardData":[{"tweetId":"567317324337560","author":{"authorId":"3559171935424764","idStr":"3559171935424764","name":"卫斯李的投研笔记","avatar":"https://static.tigerbbs.com/8593d8b9be3dbe6904d762d446ffbdf7","userType":2,"introduction":"《卫斯李的投研笔记》主理人","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":197,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"一位顶级科技投资人的AI全景洞察：台积电不扩产，AI就无泡沫","digest":"按：之前有朋友问我：做AI投资，哪些投行研报值得关注？依我之见，这就像让传统分析师点评地缘冲突——在AI这样快速演进的前沿领域，投行研报往往只是二手信息的汇总。真正有价值的一手洞察，来自AI生态核心参与者的直接发声：OpenAI、xAI、谷歌、Cursor、Fireworks、Bain等公司的负责人，以及黄仁勋、埃隆·马斯克、Daario这类深度塑造行业格局的关键人物。而这些高质量对话，恰恰就藏在硅谷最顶尖的播客节目中。 比如上周分享的文章（Anthropic首席财务官万字访谈实录：千亿美元算力内幕）就可以从AI实验室的最上游视角了解其对算力支出的展望。今天这篇文章同样来自播客《Invest Like The Best》，这次主持人帕特里克·奥肖内西（Patrick O'Shaughnessy）邀请加文·贝克（Gavin Baker）深入剖析该如何投资这场前所未有的人工智能技术热潮。 Gavin Baker 是一位美国知名科技投资人，现任对冲基金 Atreides Management 的创始人、管理合伙人兼首席投资官（CIO）。他因早期重仓投资 SpaceX、Uber、Snapchat 等高成长科技公司而广受关注。擅长从技术演进、资本配置和产业格局变化中识别长期投资机会。截至2026年，Atreides Management 管理资产约70亿美元 在对话中，Gavin直言Anthropic单月新增110亿美元ARR，“是资本主义史上、美国商业史上最非凡的时刻”——其增长速度远超SaaS革命十年总和，彻底重塑了我们对指数级扩张的认知。 他强调，当前AI投资的核心矛盾在于基础设施瓶颈：“电力与晶圆”正成为决定产业格局的关键。而解决之道不仅来自地面——SpaceX构想的“轨道计算”（orbital compute），即将Blackwell机架送入太阳同步轨道，用激光互联构建太空","plainDigest":"按：之前有朋友问我：做AI投资，哪些投行研报值得关注？依我之见，这就像让传统分析师点评地缘冲突——在AI这样快速演进的前沿领域，投行研报往往只是二手信息的汇总。真正有价值的一手洞察，来自AI生态核心参与者的直接发声：OpenAI、xAI、谷歌、Cursor、Fireworks、Bain等公司的负责人，以及黄仁勋、埃隆·马斯克、Daario这类深度塑造行业格局的关键人物。而这些高质量对话，恰恰就藏在硅谷最顶尖的播客节目中。 比如上周分享的文章（Anthropic首席财务官万字访谈实录：千亿美元算力内幕）就可以从AI实验室的最上游视角了解其对算力支出的展望。今天这篇文章同样来自播客《Invest Like The Best》，这次主持人帕特里克·奥肖内西（Patrick O'Shaughnessy）邀请加文·贝克（Gavin Baker）深入剖析该如何投资这场前所未有的人工智能技术热潮。 Gavin Baker 是一位美国知名科技投资人，现任对冲基金 Atreides Management 的创始人、管理合伙人兼首席投资官（CIO）。他因早期重仓投资 SpaceX、Uber、Snapchat 等高成长科技公司而广受关注。擅长从技术演进、资本配置和产业格局变化中识别长期投资机会。截至2026年，Atreides Management 管理资产约70亿美元 在对话中，Gavin直言Anthropic单月新增110亿美元ARR，“是资本主义史上、美国商业史上最非凡的时刻”——其增长速度远超SaaS革命十年总和，彻底重塑了我们对指数级扩张的认知。 他强调，当前AI投资的核心矛盾在于基础设施瓶颈：“电力与晶圆”正成为决定产业格局的关键。而解决之道不仅来自地面——SpaceX构想的“轨道计算”（orbital compute），即将Blackwell机架送入太阳同步轨道，用激光互联构建太空","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779515880000,"gmtModify":1779518541854,"symbols":["EWT","LU0316494557.USD","LU1508157978.USD","ARTY","LU1803068979.SGD","03145","EMXC","IE00B3M56506.USD","LU2087625088.SGD","LU2491050154.USD","LU0359201612.USD","LU0384037296.USD","TSMU","IE0004091025.USD","SGXZ51526630.SGD","LU1211504680.USD","TSMZ","LU1989772840.SGD","TSMY","TSMX","LU0175139822.USD","LU0882747503.HKD","LU0143863784.USD","LU2125154935.USD","LU1917777945.USD","LU1323610961.USD","STSM","LU0158827948.USD","LU2750360997.AUD","FLTW","LU2041044095.USD","TWN","TSM","LU2063271972.USD","LU0143863198.USD","LU0965508806.USD","AIPO","TSMG","LU1316542783.SGD","CHAT","AGIX","LU0878005551.USD","LU2089283258.USD","IEMG","LU2360108059.USD","IE00BKPKM429.USD"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":2,"images":[{"url":"https://static.tigerbbs.com/956b1fbc46d345129be7147c062b7dd5"}],"repostCount":2,"viewCount":3288,"likeCount":4,"liked":false,"collected":false,"commentCount":3,"hotComments":[{"id":"567370744250608","author":{"authorId":"232529750880900","idStr":"232529750880900","name":"VictoryYBh","avatar":"https://static.tigerbbs.com/aeb8fbbaee3546b4c601204e83215502","userType":1,"introduction":"","crmLevel":2,"crmLevelSwitch":1,"fanSize":281,"starInvestorFlag":false},"content":"一手信息来自行业前沿人士","plainContent":"一手信息来自行业前沿人士","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/567317324337560","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":40731,"displayRows":4,"foldSize":0,"authorId":"3559171935424764"}]},{"cardType":"TWEET","cardId":"TWEET.564409603297560","cardData":[{"tweetId":"564409603297560","author":{"authorId":"21347731130544","idStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","userType":1,"introduction":"","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.07","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1}],"wearingBadges":[],"fanSize":50191,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"摩根大通策略师上调对台湾加权指数的目标位，牛市情境下的目标位为50,000点，意味着较上一交易日收盘水平约有20%的上行空间，因该市场对人工智能建设的敞口最纯粹。 MixoDas等策略师在报告中写道，鉴于今年以来市场对AI变现能力的担忧有所缓解，以及伊朗冲突引发的全球宏观环境变化，建议继续顺势配置AI硬件领域，同时也要承担固有的集中风险. 牛市情境目标位从48000点上调至50,000点;基本情境目标位从43000点上调至47000点;熊市情境目标位从36000点上调至40000点 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/EWT\">$台湾ETF-iShares MSCI(EWT)$</a>","plainDigest":"摩根大通策略师上调对台湾加权指数的目标位，牛市情境下的目标位为50,000点，意味着较上一交易日收盘水平约有20%的上行空间，因该市场对人工智能建设的敞口最纯粹。 MixoDas等策略师在报告中写道，鉴于今年以来市场对AI变现能力的担忧有所缓解，以及伊朗冲突引发的全球宏观环境变化，建议继续顺势配置AI硬件领域，同时也要承担固有的集中风险. 牛市情境目标位从48000点上调至50,000点;基本情境目标位从43000点上调至47000点;熊市情境目标位从36000点上调至40000点 $台积电(TSM)$ $台湾ETF-iShares MSCI(EWT)$","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778806684654,"gmtModify":1778806688914,"symbols":["EWT","TSM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":2009,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/564409603297560","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":459,"displayRows":4,"foldSize":0,"authorId":"21347731130544"}]},{"cardType":"TWEET","cardId":"TWEET.563573685945616","cardData":[{"tweetId":"563573685945616","author":{"authorId":"4154324731220292","idStr":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","userType":1,"introduction":"","crmLevel":13,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":16,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"AI核心概念股遭遇沽压，高通股价急泻13.6%，英特尔降低8.6%，美光科技跌8.3%，Sandisk插水9.8%，超微半导体回吐4.8%，台积电(TSMC)跌3.7%。","plainDigest":"AI核心概念股遭遇沽压，高通股价急泻13.6%，英特尔降低8.6%，美光科技跌8.3%，Sandisk插水9.8%，超微半导体回吐4.8%，台积电(TSMC)跌3.7%。","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778624365651,"gmtModify":1778624372030,"symbols":["EWT","VGT","USD","SSG","MU","CHAT","XSD","SOXL","AGIX","QCOM","ARTY","TWN","TSM","SMHX","SOXS","INTC","CHPY","SOXQ","IEMG","AIPO"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":3945,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/563573685945616","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":123,"displayRows":4,"foldSize":0,"authorId":"4154324731220292"}]},{"cardType":"TWEET","cardId":"TWEET.563037722216168","cardData":[{"tweetId":"563037722216168","author":{"authorId":"4207452392670052","idStr":"4207452392670052","name":"大神121","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","userType":1,"introduction":"","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"Replying to <a href=\"https://laohu8.com/U/3498016203798034\">@不做赔本交易</a>:所以我把台积电和英特尔都买了//<a href=\"https://laohu8.com/U/3498016203798034\">@不做赔本交易</a>:你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事","plainDigest":"Replying to @不做赔本交易:所以我把台积电和英特尔都买了//@不做赔本交易:你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778489003374,"gmtModify":1778489006902,"symbols":["EWT","CNAV","INTC","EMXC","GFS","IEMG","AMD","FLTW","TWN","TSM"],"themeIds":["49a877d4c33848be98c508f35c54b35c"],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":2964,"likeCount":2,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/563037722216168","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":303,"displayRows":4,"foldSize":0,"authorId":"4207452392670052"}]},{"cardType":"TWEET","cardId":"TWEET.562094394806544","cardData":[{"tweetId":"562094394806544","author":{"authorId":"3553325405156389","idStr":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":19,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":16,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"showRor":false,"winRationPercentage":49.137931,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"英特尔的崛起必会吞噬台积电","digest":"台积电不倒，英特尔不会好，未来英特尔的上涨一定伴随着拆除一部分台积电的护城河","plainDigest":"台积电不倒，英特尔不会好，未来英特尔的上涨一定伴随着拆除一部分台积电的护城河","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778261771303,"gmtModify":1778261774178,"symbols":["EWT","INTC","EMXC","IEMG","FLTW","TWN","TSM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":1122,"likeCount":4,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/562094394806544","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":74,"displayRows":4,"foldSize":0,"authorId":"3553325405156389"}]}],"size":10},"newsData":null,"noticeData":{"listData":[],"currentPage":1,"bottom":true},"companyData":{"profile":{"websiteUrl":"http://www.ishares.com/us/products/239686/ishares-msci-taiwan-etf","stockEarnings":[{"period":"1week","weight":-0.0457},{"period":"1month","weight":0.0341},{"period":"3month","weight":0.4108},{"period":"6month","weight":0.5008},{"period":"1year","weight":0.8251},{"period":"ytd","weight":0.5438}],"compareEarnings":[{"period":"1week","weight":-0.025},{"period":"1month","weight":0.0051},{"period":"3month","weight":0.0969},{"period":"6month","weight":0.0756},{"period":"1year","weight":0.2437},{"period":"ytd","weight":0.0816}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"EWT旨在追踪MSCI Taiwan指数，标的成分主要在台湾证券交易所上市交易，以金融、科技和大宗商品类公司为主。\n风险提示：标的成分和权重，有可能随着时间的迁移而发生变化。","yearOnYearQuotes":[{"month":1,"riseRate":0.5,"avgChangeRate":0.020144},{"month":2,"riseRate":0.5,"avgChangeRate":0.006133},{"month":3,"riseRate":0.576923,"avgChangeRate":0.009126},{"month":4,"riseRate":0.5,"avgChangeRate":0.022675},{"month":5,"riseRate":0.576923,"avgChangeRate":0.010522},{"month":6,"riseRate":0.56,"avgChangeRate":0.003073},{"month":7,"riseRate":0.56,"avgChangeRate":0.006746},{"month":8,"riseRate":0.423077,"avgChangeRate":-0.008993},{"month":9,"riseRate":0.461538,"avgChangeRate":-0.021001},{"month":10,"riseRate":0.653846,"avgChangeRate":0.006133},{"month":11,"riseRate":0.576923,"avgChangeRate":0.017951},{"month":12,"riseRate":0.423077,"avgChangeRate":-0.004283}],"exchange":"ARCA","name":"台湾ETF-iShares MSCI","nameEN":"iShares MSCI Taiwan ETF"},"aProfile":null}}}