美股詳情

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紅杉資本持倉

3,378.49

+44.751.34%

漲家數：77

跌家數：22

平家數：1

市盈率：- -

高：3,383.02

開：3,334.53

低：3,334.53

收：3,333.74

成交量：11.12億

成交額：2,428.02億

市值：44.34萬億

流通市值：41.39萬億

資料載入中...

總覽新聞資訊

高盛：汽車將成為推動人形機器人擴張的主要行業之一

蘋果預售追蹤：iPhone 18 Pro系列海外需求信號偏弱，Duo評測正面但硬件落後

华尔街见闻

Anthropic、OpenAI、馬斯克罕見齊呼放緩AI開發，SK海力士、軟銀大跌，英偉達算力需求會受衝擊嗎？

TradingKey中文

古爾曼：蘋果iPhone Duo有望成行業標準，引爆十年換機周期

谷歌雲：平均 AI 服務器投資回收用時不到 2 年，自研芯片投資回收期僅GPU方案的一半

市場分歧加大

登記文件顯示，特斯拉已在越南成立子公司。

博時ETF王者挑戰賽丨第五周周榜TOP20正式公布

花旗：智能網聯新能源車規劃利好行業整合 8月國產新能源乘用車銷量按月升6%

丹麥經濟學家預言：2027年美經濟、股市「雙崩」納指跌回「萬元大關」

谷歌聯合國泰航空用AI破解航空業頭號氣候難題

《大行》大華繼顯：手機供應鏈分化看好「果鏈股」及AI硬件商維持行業「增持」評級

阿斯达克财经

AI實際性能僅20%！微軟高管炮轟存儲廠：建再多廠也沒用

「AI降速」衝擊半導體之際，高盛投來看漲報告! 「韓國存儲雙雄」目標價指向近90%上行空間

三家客户貢獻44%營收，英偉達越來越依賴大客户了

华尔街见闻

交銀國際：建議投資者圍繞AI主線進行跨區域分散投資

特斯拉 Cybercab 將於 9 月在京滬亮相

中期選舉會讓美股崩盤嗎？75年曆史給了一個出人意料的答案

特斯拉Cybercab將於9月17日-27日在北京、上海亮相，僅為靜態展示

ETF兩市成交額報3024.23億元，較上一交易日此時放量133.37億元

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Altman和SpaceX（SPCX）CEO埃隆·马斯克随后表示支持。相关表态加剧了市场对AI产业增长及芯片需求前景的担忧。9月14日亚洲交易时段，多只半导体及AI相关股票大幅下跌。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240122/fb5878a87747ae32ed52992c1dd2413f.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240122/fb5878a87747ae32ed52992c1dd2413f.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262165639-anthropic-openai-musk-ai-development-slowdown-sk-hynix-softbank-stock-drop-nvidia-compute-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1043141123.HKD","LU2102340556.USD","LU1699723380.USD","LU0057025933.USD","LU0882574139.USD","LU1244550577.SGD","LU1674673428.USD","ABFL","LU0096362180.USD","LU1778281490.HKD","LU0187121727.USD","SG9999015986.USD","SG9999015341.SGD","MSFW","LU0820562030.AUD","LU0314106906.USD","LU0308772762.SGD","XDAT","LU1923622614.USD","ESUM","LU0210533765.USD","LU0353189763.USD","LU0274383776.USD","LU2637965513.SGD","ESLG","LU2552382215.SGD","LU1712237335.SGD","LU2148611432.USD","LU2430703251.USD","IE0034235188.USD","LU0795875169.SGD","IE00BKDWB100.SGD","SOXX","AMZO","LU1564329115.USD","LU2404859741.USD","LU0878866978.SGD","METD","LU1852331112.SGD","BK4581","SG9999017495.SGD","LU1400636574.HKD","LU2506951792.HKD","07388","LU1803068979.SGD","LU0784385840.USD","LU0889566641.SGD","LU2361045086.USD","DIPS","LU0787776722.HKD","LU1868836757.USD","LU0784383803.USD","IE000YTNTUN2.SGD","LU0545562505.USD","LU1196500208.SGD","LU1935042488.USD","BK4535","LU2461242641.AUD","LU1670627923.USD","IE00B1BXHZ80.USD","IE00BK4W5M84.HKD","LU2092937148.SGD","BK4576","LU0011850046.USD","LU0048573561.USD","LU2592432038.USD","LU0417517546.SGD","LU0426412945.USD","VT","LU0965509010.AUD","SKHX","IE00B19Z9505.USD","LU0476273544.USD","LU0823434583.USD","LU2506951875.HKD","BK4538","AZYY","BK4612","IE0004445015.USD","LU0820561818.USD","LU2420271590.USD","LU1035775433.USD","LU1429558221.USD","LU0553294199.USD","IE0009356076.USD","LU2471134523.USD","LU0345774631.USD","LU0960925559.SGD","LU0211326755.USD","IE00BMPRXN33.USD","LU2083900584.USD","METG","FBL","LU1989764664.SGD","LU1883839398.USD","LU2106854487.HKD","LU2065170008.USD","IE00BZ199S13.USD","MSFT","IE00BLSP4239.USD","LU0894486033.HKD","BK4077","LU0130518102.USD","LU1732799900.SGD","LU1880398471.USD","NVDX","NVDY","AMZD","SK","LU2168564149.EUR","SG9999014898.SGD","GOU","LU1642822529.SGD","LU2236285917.USD","LU2095319765.USD","IE00BFXG0V08.USD","SGXZ31699556.SGD","LU0784384876.USD","LU2023251221.USD","BK4554","SG9999014559.SGD","HK0000819398.USD","IE00B775H168.HKD","LU1623119135.USD","LU0444971666.USD","LU1280957306.USD","LU2417539215.USD","LU2433249047.HKD","BK4579","IE00BKPKM429.USD","IE00BFMHRM44.USD","LU0395794307.EUR","LU2047632596.USD","LU2108987350.USD","LU0302445910.USD","LU0211328371.USD","LU2133065610.SGD","BK4567","LU0433182093.SGD","LU0198837287.USD","BK4592","LU2602419157.SGD","LU0390134368.USD","LU2413666699.HKD","LU2272731865.HKD","LU1267930227.SGD","LU1366192091.USD","USD","LU0823414551.USD","LU0124676726.USD","LU0203345920.USD","LU2250418816.HKD","MSFX","LU1718418525.SGD","IE00B3M56506.USD","IE00BJTD4V19.USD","AMAA","HK0000532082.HKD","IE00BDCRKT87.USD","ILDR","LU1181866309.USD","IE000M9KFDE8.USD","2NVD.UK","LU1244550494.USD","LU0871640123.AUD","LU2458330169.SGD","LU0943347566.SGD","LU0109391861.USD","IE00BJJMRY28.SGD","LU1232071149.USD","SAMZNmain","BK4548","IE00B19Z3581.USD","LU1037948897.HKD","LU0130102774.USD","AMZU","FDTX","LU0724617625.USD","SG9999015945.SGD","LU2191332357.HKD","SG9999015952.SGD","LU1235294995.USD","SKHA","LU2360108059.USD","IE00BHPRN162.USD","LU1201861249.SGD","LU2463028550.USD","LU2097344431.USD","LU1988902786.USD","BK4504","IE00BZ1G4Q59.USD","LU2750360641.GBP","LU0289960550.SGD","LU2746668461.USD","LU0689472784.USD","META","LU2462157665.USD","LU1629891620.HKD","LU2275660780.HKD","LU0094547139.USD","LU2506951958.HKD","LU0528227936.USD","BK4525","GOOX","LU2265009873.SGD","LU1267930573.SGD","BK4598","LU2065171311.SGD","NVDA","LU1069344957.HKD","LU0545039389.USD","LU2473716301.USD","BK4550","LU0310799852.SGD","BK4577","LU0354030511.USD","LU2413666426.HKD","SG9999001424.SGD","LU1923623000.USD","LU0511384066.AUD","LU2487616109.SGD","LU2860962120.EUR","FAI","SPTE","BK4516","LU1127390331.HKD","SG9999014906.USD","LU1720051017.SGD","LU0823397103.USD","IE00B4JS1V06.HKD","LU1551013342.USD","LU1670756490.USD","VGT","LU0316494557.USD","BK4549","LU1868836591.USD","USAW.SI","LU0823421333.USD","IE00B775SV38.USD","LU0648001328.SGD","LU0107464264.USD","IETC","TTXU","LU0069063385.USD","BK4602","SG9999015978.USD","FBYY","LU2237443978.SGD","IE000SO60NU8.SGD","BK4605","TTEQ","LU0175139822.USD","LU0823414478.USD","LU1145028129.USD","LU1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 看好「果鏈股」及AI硬件商  維持行業「增持」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2667963749","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667963749?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 13:09","pubTimestamp":1789362540,"startTime":"0","endTime":"0","summary":"大华继显发表报告，指本业绩期以苹果及高端敞口的供应商相对更具韧性，低端及中端安卓手机则受元件涨价严重冲击，该行预期压力将持续至2027年，并偏好“果链股”多于安卓供应链，因其出货、利润率及平均售价更具韧性；同时看好业务已切实多元化至AI设备及AI服务器的厂商，认为可提供有意义缓冲。该行维持行业“增持”评级，并看好AI硬件多于手机供应链。)相关内容《大行》大摩：小米SkyNomad新订单强劲  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「韓國存儲雙雄」目標價指向近90%上行空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2667632740","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667632740?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 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11:37","pubTimestamp":1789357040,"startTime":"0","endTime":"0","summary":"当前，距离中期选举已不到八周，华尔街最大的不确定性之一迫在眉睫。回望75年历史，答案出乎意料，而且最终偏向乐观。在此前23次中期选举中，入主白宫的政党有20次丢失了席位。但75年的历史讲述的是另一个故事。中期选举带来波动加剧，但第二任期第六年暗藏重大转机在特朗普任期内，波动并非新鲜事。自1950年以来，中期选举年内的平均回调幅度为17.5%，相对于总统四年任期中的其他三年而言，这是一个超常的回撤。","market":"sh","thumbnail":"https://static.tigerbbs.com/0bdcfca2f124e5dcec2d7fcb318d4a87","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/0bdcfca2f124e5dcec2d7fcb318d4a87"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1495485.html","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":"stock_zhitongcaijing","symbols":["SDS","BK4504","YSPY","DOG","SPYU","OEF","SPXS","DDM","DIA","ESmain","SPXL","BK4585","SPY","OEX","BK4588","DXD","IVV","HIBL","UPRO","SPYB","SPYI","BK4581","SMAX","SPYH","DMAX","SPYQ",".SPX","BK4559","SH",".DJI","SPDN","SPXU","SPYM","UDOW","SDOW","BK4534","MMAX","BK4550","SSO","MESmain","SPUU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2667632357","title":"特斯拉Cybercab將於9月17日-27日在北京、上海亮相，僅為靜態展示","url":"https://stock-news.laohu8.com/highlight/detail?id=2667632357","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667632357?lang=zh_tw&edition=fundamental","pubTime":"2026-09-14 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