美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Alger Mid Cap 40 ETF

22.17

+0.06170.28%

盤後：22.170.00000.00%16:15 EDT

成交量：1.62萬

成交額：35.76萬

市值：1.45億

市盈率：- -

高：22.40

開：22.09

低：21.96

收：22.11

52周最高：24.82

52周最低：18.46

股本：652.50萬

流通股本：652.50萬

量比：0.72

換手率：0.25%

股息：0.04

股息率：0.19%

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

特朗普敦促新建煉油廠抑油價資本開支謹慎引業內普遍持懷疑態度

嘉立創2026年半年報：業績高增，資本開支加大，原材料波動、新基地產能利用率待觀察

華創策略姚佩：牛市未央，守正出奇

新天綠色能源2026年半年報：業務戰略收縮調整，資本開支仍維持高位

聯得裝備2026年半年報：下游資本開支放緩，營收利潤雙雙下滑

「AI存儲税」！Trendforce稱：2027年，存儲將佔主要雲廠資本開支的68%

华尔街见闻

東興證券：海上油氣開發資本開支有望增長，重點關注具備高成長的公司

【券商聚焦】中國銀河：雲巨頭資本開支持續加碼光模塊需求長期高景氣

港股異動 | 中際旭創(03308)績後跌超11% 二季度純利按月增長38% 資本開支高增或延續至明年

萬億市值中際旭創深夜再公告：明年訂單需求相較今年仍保持快速增長預計到明年資本開支都較大

中際旭創回應二季度資本開支增長原因：多處廠房在擴建

摩根士丹利：全球雲資本開支2027年或增長38% AI基礎設施投資持續升温

HTX Research 最新研報解讀美股 AI 資產：技術仍處早期，資本開支與估值已進入周期後段

三大運營商上半年通信業務承壓資本開支向算力傾斜

经济参考报

三大運營商謀篇「詞元經濟」

AI 投資熱潮：史上規模最大的資本開支拉動 GDP 增長

阿里AI雲暴漲45%，資本開支激增75%豪賭未來

凤凰网港股

阿里Q2營收按年增9%略超預期，AI基礎設施投入推高資本開支，自由現金流淨流出擴大至447億元｜財報見聞

华尔街见闻

中銀國際：國內CSP資本開支加速+大模型漲價國產算力景氣再獲驗證

由於投資者在聯儲局7月會議紀要公布前保持謹慎，美元走低。近期美國就業市場數據疲軟、通脹數據表現温和，市場已下調對聯儲局加

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎證券香港 | 輕鬆買賣美股港股A股/美債/ETF/Crypto/期權期貨","description":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","keywords":"老虎證券,老虎證券開戶,老虎證券香港,老虎證券投資,老虎證券美股,老虎證券登錄,證券開戶,證券公司開戶,股票開戶,香港證券公司,香港證券,證券公司,美股投資平台,小額投資理財,投資app,投資平台,股票買賣,買賣股票平台,炒股app,證券app,新手投資","social":{"ogDescription":"老虎證券香港提供多種優惠: 港股&Crypto 0佣、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.imtigers.com/hant/stock/FRTY/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental","symbol":"FRTY","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FRTY\",,,,,undefined,":{"symbol":"FRTY","market":"US","secType":"STK","nameCN":"Alger Mid Cap 40 ETF","latestPrice":22.1686,"timestamp":1789588800000,"preClose":22.1069,"halted":0,"volume":16172,"hourTrading":{"tag":"盘后","latestPrice":22.1686,"preClose":22.1686,"latestTime":"16:15 EDT","volume":10,"amount":221.686,"timestamp":1789589700381,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":0.002790983810484594,"floatShares":6525000,"shares":6525000,"eps":0,"marketStatus":"盤後交易","change":0.0617,"latestTime":"09-16 19:19:46 EDT","open":22.09,"high":22.397,"low":21.96,"amount":357616,"amplitude":0.019768,"askPrice":25.23,"askSize":100,"bidPrice":19.29,"bidSize":100,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":3,"nextMarketStatus":{"tag":"收盤","tradingStatus":0,"beginTime":1789603200000},"marketStatusCode":4,"adr":0,"exchange":"ARCA","adjPreClose":22.1069,"sharesOutstanding":6662500,"nav":22.267725,"aum":145853598.75,"dividendRate":0.001895,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":22.1686,"preClose":22.1686,"latestTime":"16:15 EDT","volume":10,"amount":221.686,"timestamp":1789589700381,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.717971},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"FRTY\",,,,,undefined,":{"symbol":"FRTY","floatShares":6525000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.717971,"shares":6525000,"dividePrice":0.042,"high":22.397,"amplitude":0.019768,"preClose":22.1069,"low":21.96,"week52Low":18.46,"pbRate":"--","week52High":24.8174,"institutionHeld":0,"latestPrice":22.1686,"eps":0,"divideRate":0.001895,"volume":16172,"delay":0,"ttmEps":0,"open":22.09,"prevYearClose":21.054,"prevWeekClose":22.23,"prevMonthClose":22.7763,"prevQuarterClose":24.8174,"fiveDayClose":22.3,"twentyDayClose":23.1829,"sixtyDayClose":24.1697},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/FRTY\",params:#limit:5,,,undefined,":[{"date":"2025-12-18","symbol":"FRTY","amount":0.04095,"announcedDate":"2025-12-17","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-18","defaultRemindTime":1766068200000,"name":"Alger Mid Cap 40 ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-31","payableDate":"2025-12-18","currency":"USD","dateTimestamp":1766034000000,"payDate":"2025-12-31"},{"date":"2024-12-18","symbol":"FRTY","amount":0.01882,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-18","defaultRemindTime":1734532200000,"name":"Alger Mid Cap 40 ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2024-12-31","payableDate":"2024-12-18","currency":"USD","dateTimestamp":1734498000000,"payDate":"2024-12-31"},{"market":"US","date":"2021-12-16","symbol":"FRTY","amount":1.0687,"defaultRemindTime":1639665000000,"name":"Alger Mid Cap 40 ETF","recordDate":"2021-12-31","payableDate":"2021-12-17","currency":"USD","type":"dividend","dateTimestamp":1639630800000}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"FRTY\",market:\"US\",,,undefined,":[{"executeDate":"2021-12-16","recordDate":"2021-12-17","paymentDate":"2021-12-31","value":1.0687,"currency":"USD"},{"executeDate":"2024-12-18","recordDate":"2024-12-18","paymentDate":"2024-12-31","value":0.01882,"currency":"USD"},{"executeDate":"2025-12-18","recordDate":"2025-12-18","paymentDate":"2025-12-31","value":0.04095,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"FRTY\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"FRTY\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2664816855","title":"特朗普敦促新建煉油廠抑油價 資本開支謹慎引業內普遍持懷疑態度","url":"https://stock-news.laohu8.com/highlight/detail?id=2664816855","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664816855?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 19:11","pubTimestamp":1788347501,"startTime":"0","endTime":"0","summary":"受此提振，美国前六大炼油商今年第二季度燃料生产总收入达到247亿美元，几乎是去年同期的五倍。而为降低终端汽油与柴油零售价格，美国总统特朗普在日前会见石油公司高管时，强烈敦促炼油商新建炼油厂，并承诺放宽监管、加快审批流程以吸引投资。然而，面对这一政策倡议，石油行业及能源分析师普遍持怀疑态度。新建炼油厂不仅需投入数十亿美元，建设周期长达3至5年。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305625","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":["UGA","DBE","PXE","REGS","DBO","XLEX","IEO","OILT","SPXT","BNO","SDOG","GUSH","UAE","OILU","WTIU","VIS","MADE","FRTY","TRUI","USE","PEJ","USOI","DBC","PSCI","VOOV","IYJ","DUG","IXC","OIH","PXJ","XLII","PJFM","DRIP","OILK","FTXN","DIG","BK4588","UXI","USL","XLIX","VDE","BK4585","XES","BWET","DVIN","ERX","FIDU","TPOR","WEEI","DRLL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662754707","title":"嘉立創2026年半年報：業績高增，資本開支加大，原材料波動、新基地產能利用率待觀察","url":"https://stock-news.laohu8.com/highlight/detail?id=2662754707","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662754707?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 14:57","pubTimestamp":1787813856,"startTime":"0","endTime":"0","summary":"财报数据显示，报告期公司实现营业收入71.73亿元，同比增长54.13%；归母净利润10.30亿元，同比增长73.54%；扣非净利润9.92亿元，同比增长81.27%。同时，公司持续加大资本开支，上半年投入超8亿元用于珠海、韶关等基地建设，以缓解产能瓶颈并支撑新业务扩张。然而，公司也面临原材料价格波动、毛利率承压及信息系统安全等风险。随着产能持续释放及海外布局深化，后续需重点关注高附加值产品占比变化、海外业务增速以及新投产基地的产能利用率情况。","market":"sh","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://www.lanjinger.com/d/1787795617719484586","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["PSCI","001232","REGS","FRTY","FIDU","DVIN","PJFM","XLII","IYJ","UXI","BK0214","TRUI","XLIX","MADE","VIS","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662183729","title":"華創策略姚佩：牛市未央，守正出奇","url":"https://stock-news.laohu8.com/highlight/detail?id=2662183729","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662183729?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 08:03","pubTimestamp":1787788980,"startTime":"0","endTime":"0","summary":"Wind，华创证券1.2、联储9月加息预期降温，未来一年美元流动性或回暖若年内指数进一步上行，需取决于美元流动性的回暖。Wind，华创证券1.3、牛市或还在的三个因素①估值已显著回落。若9、10月份出现增量政策释放，我们","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/marketresearch/2026-08-27/doc-inipthpc5788168.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["XLIX","DVIN","CHAT","XLII","MADE","AGIX","VTHR","PJFM","BK4585","AIPO","TRUI","QTOC","IYJ","VIS","REGS","BK4588","UXI","PSCI","ARTY","FRTY","FIDU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662793326","title":"新天綠色能源2026年半年報：業務戰略收縮調整，資本開支仍維持高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2662793326","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662793326?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 15:19","pubTimestamp":1787728764,"startTime":"0","endTime":"0","summary":"蓝鲸新闻8月26日讯，8月25日，新天绿色能源 披露2026年半年度报告，年初至报告期末实现营业收入92.17亿元人民币，同比下降15.47%；归属于上市公司股东的净利润为12.81亿元人民币，同比下降9.28%。报告期内，集团天然气输/售气量为22.52亿立方米，同比减少19.96%，主要系采暖季气温偏高导致下游工业需求疲软，其中LNG售气量降幅达41.94%。管理层指出，报告期内财务费用同比下降8.60%至4.92亿元，主要得益于贷款利率下调及高息存量贷款置换。","market":"sh","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://www.lanjinger.com/d/1787707364357077493","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1594","IYJ","BK1558","DVIN","BK4588","VIS","FIDU","BK1503","BK1583","MADE","PSCI","FRTY","00956","BK4585","XLIX","UXI","REGS","PJFM","TRUI","XLII","BK1166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662798522","title":"聯得裝備2026年半年報：下游資本開支放緩，營收利潤雙雙下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2662798522","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662798522?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 14:45","pubTimestamp":1787726709,"startTime":"0","endTime":"0","summary":"蓝鲸新闻8月26日讯，8月25日，联得装备 公布2026年中报，公司依托新型半导体显示、半导体封测及新能源设备三大业务板块，受制于下游客户产线建设放缓及行业竞争加剧，报告期业绩呈现营收与利润双降态势；同时，经营活动现金流由正转负，营运资金压力显现。财报数据显示，报告期公司实现营业收入5.86亿元，同比下降7.98%；归母净利润0.53亿元，同比下降28.04%；扣非净利润0.51亿元，同比下降29.81%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1787707412161676694","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["REGS","DVIN","VIS","300545","XLIX","FIDU","MADE","TRUI","UXI","FRTY","XLII","IYJ","PSCI","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662632207","title":"「AI存儲税」！Trendforce稱：2027年，存儲將佔主要雲廠資本開支的68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662632207","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662632207?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 08:39","pubTimestamp":1787704756,"startTime":"0","endTime":"0","summary":"TrendForce最新报告显示，受存储合同价格大幅上涨驱动，DRAM与NAND Flash在主要云服务商资本开支中的占比将从2026年的47%跃升至2027年的68%。服务器DRAM价格2026年预计累计涨幅约270%，HBM 2027年仍可能再涨70%至140%。","market":"nz","thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780302","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":["PSCI","UXI","AGIX","MADE","AIPO","PJFM","XLII","FRTY","BK4588","VIS","CHAT","TRUI","ARTY","BK4585","REGS","DVIN","IYJ","VTHR","XLIX","QTOC","FIDU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2662320066","title":"東興證券：海上油氣開發資本開支有望增長，重點關注具備高成長的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2662320066","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662320066?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 09:55","pubTimestamp":1787622900,"startTime":"0","endTime":"0","summary":"国内，该行重点推荐其上游油气公司有望增加资本开支，具备高成长的受益标的，海油发展公司同样有望受益。《报告》预计，2026年，全球海洋油气勘探开发投资将同比增长3%以上，占全球油气勘探开发总投资的36%左右。海上油气公司上游资本开支增长，油服工程公司的业务量将进一步增加，业绩成长确定性高。","market":"fut","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://www.zhitongcaijing.com/content/detail/1484802.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0009","DVIN","PBOG","XLIX","UXI","BK0276","MADE","PSCI","FRTY","PJFM","FIDU","BK4585","BK0012","XLII","BK4588","IYJ","TRUI","601198","REGS","BK0028","BK0183","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662071062","title":"【券商聚焦】中國銀河：雲巨頭資本開支持續加碼 光模塊需求長期高景氣","url":"https://stock-news.laohu8.com/highlight/detail?id=2662071062","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662071062?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 09:19","pubTimestamp":1787620762,"startTime":"0","endTime":"0","summary":"金吾财经 | 中国银河证券表示，云巨头资本开支持续加码，算力基建需求具备长期刚性支撑，光模块厂商订单饱满，结构优化：光通信的高成长性并非短期脉冲，而是建立在海外云巨头持续且加码的资本开支之上，行业供需紧平衡格局有望延续。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989213","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","BK4588","UXI","FIDU","AAOX","AAOG","BK1564","06881","XLII","KCE","IYJ","REGS","TRUI","BK0276","LUMA","MADE","DVIN","BK1147","PSCI","601881","AAOZ","VIS","PJFM","XLIX","LYTE","BK4585","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661024722","title":"港股異動 | 中際旭創(03308)績後跌超11% 二季度純利按月增長38% 資本開支高增或延續至明年","url":"https://stock-news.laohu8.com/highlight/detail?id=2661024722","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661024722?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 11:19","pubTimestamp":1787541590,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中际旭创AH绩后齐跌，截至发稿，A股跌超7%，H股跌11.05%，报1014港元，成交额8.31亿港元。消息面上，中际旭创发布业绩，上半年实现营业收入417.78亿元，同比增长182.49%；归属于上市公司股东净利润136.51亿元，同比增长241.7%。据悉，今年第一季度，公司净利润57.35亿元，据此计算，第二季度净利润79.16亿元，环比增长38%。","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":"http://www.zhitongcaijing.com/content/detail/1484025.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MADE","LU0417516738.SGD","LU0348825331.USD","LU0708995583.HKD","LU0082770016.SGD","LU2495084118.USD","LU1934453819.USD","LU2177674079.SGD","KCAI","XLIX","03308","TRUI","VXUS","LU0417516902.SGD","XLII","PJFM","BK1149","LU0164939612.USD","LU2148510915.USD","FRTY","LU1997244956.HKD","FIDU","LU2213484517.USD","REGS","UXI","LU1997245094.SGD","SG9999011746.SGD","IE0032431581.USD","BK0167","LU1820825898.SGD","LU2476274308.USD","LU0456827905.SGD","BK4585","LU1979443071.USD","LU2008162690.USD","PSCI","LU2778985437.USD","IE0034224299.USD","LU1997245177.USD","LU0359202008.SGD","HK0000306701.USD","VIS","LU0051755006.USD","IYJ","LU2399975544.HKD","LU1023057109.AUD","91530","DVIN","LU1961090484.USD","300308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661417272","title":"萬億市值中際旭創深夜再公告：明年訂單需求相較今年仍保持快速增長 預計到明年資本開支都較大","url":"https://stock-news.laohu8.com/highlight/detail?id=2661417272","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661417272?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 08:45","pubTimestamp":1787532300,"startTime":"0","endTime":"0","summary":"光模块龙头中际旭创（300308）再度深夜发布公告称，目前主要客户已给出2027年的指引和订单，2027年1.6T和800G的订单需求相较2026年仍保持快速增长。8月23日深夜，中际旭创发布投资者关系活动记录表显示，其在8月23日20时至21时召开了电话会议，副总裁、财务总监王晓丽和副总裁、董事会秘书王军出席了会议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608243850485929.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/202608243850485929.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4585","BK1149","LU1064131003.USD","BK0070","LU1934453819.USD","XLIX","VIS","FRTY","BK1249","LU0231483743.USD","LU2476274308.USD","LU0417516738.SGD","LU2148510915.USD","SG9999011746.SGD","LU1979443071.USD","SGXZ49509284.SGD","LU1255011170.USD","HK0000320223.HKD","91530","FIDU","LU1719994722.HKD","300308","LU2580892789.USD","LU0561508036.HKD","DVIN","MADE","LU0359201885.HKD","UXI","IYJ","LU0417516902.SGD","XLII","LU1770034418.SGD","LU1580142542.USD","LU1808992512.USD","TRUI","LU2580892862.HKD","PSCI","LU0082770016.SGD","BK1122","03308","LU0348827113.USD","REGS","IE0032431581.USD","LU0051755006.USD","LU2289578879.USD","LU0210526637.USD","BK0167","PJFM","LU1997244956.HKD","LU0359201612.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661241637","title":"中際旭創回應二季度資本開支增長原因：多處廠房在擴建","url":"https://stock-news.laohu8.com/highlight/detail?id=2661241637","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661241637?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 08:13","pubTimestamp":1787530426,"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":["FIDU","BK4588","DVIN","PJFM","PSCI","REGS","UXI","BK4585","VIS","MADE","TRUI","IYJ","XLIX","FRTY","XLII"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661626132","title":"摩根士丹利：全球雲資本開支2027年或增長38% AI基礎設施投資持續升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2661626132","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661626132?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 17:56","pubTimestamp":1787306200,"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":["LU0912757837.SGD","LU1162221912.USD","VIS","LU1732800096.USD","LU2347655156.SGD","XLII","XLIX","LU1363072403.SGD","UXI","LU1074936037.SGD","MS","LU0795875086.SGD","LU0106831901.USD","LU0210528500.USD","REGS","FIDU","TRUI","LU0267386448.USD","LU1791710400.SGD","DVIN","LU1548497426.USD","LU0390134368.USD","IYJ","LU1244550494.USD","PJFM","LU0314104364.USD","LU0971096721.USD","LU0882574139.USD","AIPO","LU1720051108.HKD","LU2111349929.HKD","BK4516","LU2133065610.SGD","MADE","IAI","LU1988902786.USD","LU2357305700.SGD","KBWB","LU0795875169.SGD","FCLD","LU2089283258.USD","IE00B3S45H60.SGD","BK4127","FRTY","BK4534","LU1989772923.USD","LU0320765646.SGD","PSCI","LU0234570918.USD","IE00BKVL7J92.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661250563","title":"HTX Research 最新研報解讀美股 AI 資產：技術仍處早期，資本開支與估值已進入周期後段","url":"https://stock-news.laohu8.com/highlight/detail?id=2661250563","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661250563?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 14:42","pubTimestamp":1787294579,"startTime":"0","endTime":"0","summary":" HTX Research 最新研报解读美股 AI 资产 ","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/2284380","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","BK4588","UXI","FIDU","VTHR","AIPO","XLII","IYJ","REGS","TRUI","QTOC","MADE","DVIN","CHAT","PSCI","VIS","PJFM","ARTY","XLIX","BK4585","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661562231","title":"三大運營商上半年通信業務承壓 資本開支向算力傾斜","url":"https://stock-news.laohu8.com/highlight/detail?id=2661562231","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661562231?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 02:20","pubTimestamp":1787250015,"startTime":"0","endTime":"0","summary":"8月20日，随着中国电信公布2026年中期业绩，中国移动、中国电信、中国联通三大运营商2026年“半年报”悉数出炉。整体来看，三大运营商传统通信业务承压，但同时算力网络、智算中心、云服务等新业务增速亮眼，资本开支结构正向算力基础设施倾斜。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213848247283.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/202608213848247283.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":["PSCI","TRUI","IYJ","REGS","UXI","FRTY","VIS","FIDU","MADE","BK4588","PJFM","BK4585","XLII","XLIX","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661236935","title":"三大運營商謀篇「詞元經濟」","url":"https://stock-news.laohu8.com/highlight/detail?id=2661236935","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661236935?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 00:05","pubTimestamp":1787241900,"startTime":"0","endTime":"0","summary":"8月20日盘后，中国电信股份有限公司（以下简称“中国电信”）发布2026年半年度报告。此前，中国移动有限公司（以下简称“中国移动”）、中国联合网络通信股份有限公司（以下简称“中国联通”）已相继披露了半年报。整体来看，受增值税政策调整、传统通信业务增速放缓等多重因素影响，三家运营商净利润均出现不同程度的下滑，而“词元经济”成为三家企业上半年布局共同的“新锚点”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608213848237980.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/202608213848237980.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":["LU0039217434.USD","HK0000352382.USD","HK0000500386.USD","LU0531971595.HKD","LU0149721374.USD","MADE","LU1226287875.USD","HK0000288784.HKD","XLIX","TRUI","XLII","PJFM","FRTY","FIDU","REGS","UXI","LU0164865239.USD","HK0000288743.USD","LU1481107354.HKD","BK1589","LU1522347837.USD","LU1064130708.USD","LU1064131003.USD","LU0880133367.SGD","HK0000352291.HKD","BK4588","BK1610","BK1152","HK0000252160.HKD","LU1634259391.SGD","00762","LU1634259557.SGD","LU1951186391.HKD","BK4585","LU1497734951.SGD","PSCI","80883","HK0000252152.HKD","LU1960683339.HKD","LU1226288253.USD","LU0871576103.HKD","LU1152091168.USD","00941","SG9999002463.SGD","VIS","BK1536","IYJ","00728","LU1807302812.USD","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660289704","title":"AI 投資熱潮：史上規模最大的資本開支拉動 GDP 增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2660289704","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660289704?lang=zh_tw&edition=fundamental","pubTime":"2026-08-20 19:45","pubTimestamp":1787226311,"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":["REGS","AIPO","MADE","UXI","XLIX","ARTY","VIS","FIDU","AGIX","XLII","BK4585","CHAT","DVIN","VTHR","QTOC","IYJ","TRUI","PJFM","FRTY","PSCI","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660289767","title":"阿里AI雲暴漲45%，資本開支激增75%豪賭未來","url":"https://stock-news.laohu8.com/highlight/detail?id=2660289767","media":"凤凰网港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660289767?lang=zh_tw&edition=fundamental","pubTime":"2026-08-20 19:32","pubTimestamp":1787225571,"startTime":"0","endTime":"0","summary":"本季度，阿里巴巴AI云与计算服务收入同比暴涨45%，达到484.4亿元。路透社指出，为了接住这波AI需求，阿里巴巴的资本支出在本季度同比激增75%，达到676.8亿元。676亿砸下去，市场还在等一个答案45%的AI云增速足够惊艳，但75%的资本支出增速同样令人心惊。当竞争对手同样在算力战场上疯狂烧钱，当企业客户对AI服务的付费意愿仍在培育期，阿里巴巴这676亿元的季度资本开支，既是对未来的信心投票，也是一场不容有失的豪赌。","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.ifeng.com/c/8vkQRe3QBYz","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4587","LU0651947912.USD","REGS","AGIX","09988","QTOC","LU1688375341.USD","BK4585","XLII","CLIX","BABW","LU1152091168.USD","ONLN","BABA","LU0545039389.USD","CHAT","LU0553294199.USD","XLIX","KBAB","LU0501845795.SGD","BABO","TRUI","PJFM","UXI","BABU","LU1267930227.SGD","LU0880133367.SGD","BBYY","BK4588","BK4554","ALBmain","LU0661504455.SGD","IYJ","LU2226246903.HKD","BK4220","FIDU","LU1051769294.HKD","FRTY","DRAG","VTHR","ARTY","DVIN","AIPO","PSCI","VIS","BABX","BK4526","BK4505","MADE","LU1105468828.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660228393","title":"阿里Q2營收按年增9%略超預期，AI基礎設施投入推高資本開支，自由現金流淨流出擴大至447億元｜財報見聞","url":"https://stock-news.laohu8.com/highlight/detail?id=2660228393","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660228393?lang=zh_tw&edition=fundamental","pubTime":"2026-08-20 17:45","pubTimestamp":1787219124,"startTime":"0","endTime":"0","summary":"2027财年Q1（2026自然年Q2），阿里收入同比增长9%至2689.5亿元，但利润因AI投入和一次性费用大幅承压。阿里云外部商业化收入增长45%，AI相关收入连续12个季度三位数增长，盈利能力同步改善。即时零售成为电商增速引擎，但传统电商承压。单季资本开支高达676.78亿元，自由现金流明显转负，公司正以短期利润换取AI长期竞争力。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779898","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CAFG","MCOW","ALBmain","COWG","SFLO","COWZ","SHRY","LYLD","FIDU","REGS","ABFL","QFHD","SYLD","TPFC","XLII","LCOW","VFLO","DSMC","MADE","UXI","LGCF","BABA","TRUI","PJFM","QQWZ","FCLD","IYJ","QFRD","XLIX","DVIN","AIPO","SCOW","PSCI","ABLS","VIS","SPDV","ABOT","FRTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660445599","title":"中銀國際：國內CSP資本開支加速+大模型漲價 國產算力景氣再獲驗證","url":"https://stock-news.laohu8.com/highlight/detail?id=2660445599","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660445599?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 16:30","pubTimestamp":1787128229,"startTime":"0","endTime":"0","summary":"中银国际主要观点如下：国产CSP资本开支扩张趋势确立2026H1腾讯资本开支达到847.20亿元，同比大增82%，其中算力采购规模提升是腾讯资本开支的主要投向之一。腾讯作为国内CSP厂商中AI资本开支相对较小的企业，其资本开支规模的扩大进一步强化了国产CSP的扩张趋势，该行预计阿里、字节等CSP厂商今年或将进一步扩大资本开支规模。","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":"http://www.zhitongcaijing.com/content/detail/1481917.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["WISE","UXI","XLIX","REGS","PSCI","MADE","PJFM","DVIN","XLII","LRNZ","BK4585","IYJ","FIDU","TRUI","VIS","GPTZ","BK4588","FRTY","EPAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660410878","title":"由於投資者在聯儲局7月會議紀要公布前保持謹慎，美元走低。近期美國就業市場數據疲軟、通脹數據表現温和，市場已下調對聯儲局加","url":"https://stock-news.laohu8.com/highlight/detail?id=2660410878","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660410878?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 14:44","pubTimestamp":1787121890,"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":["MDY","SMIG","IBDZ","FLQS","GOVM","PBDC","VCIT","GVI","IMCG","BIL","JCPB","ISDB","PFIX","XBIL","IEI","FIXP","EVTR","UTWO","SCHO","SLWS","SHV","EDV","USTB","FEM","BNDC","HCRB","AUSF","WAMA","BOND","UBND","BLUX","DANA","APLU","FRTY","FSBD","FLOT","GOVT","GARP","IEF","QSWN","BSV","FIXD","WEA","SWAN","SHY","MCDS","SCHZ","TLT","DYHG","NUAG"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":2,"totalSize":145,"code":"91000000","status":"200"}]}}