美股詳情

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半導體指數ETF-HOLDRs

542.93

+1.430.26%

成交量：156.81萬

成交額：8.56億

市值：667.22億

市盈率：- -

高：548.19

開：546.95

低：542.87

收：541.50

52周最高：671.83

52周最低：301.37

股本：1.23億

流通股本：1.23億

量比：1.24

換手率：1.28%

股息：1.08

股息率：0.20%

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

惠譽表示，日本推進實體人工智能戰略，基礎設施和芯片行業信用狀況受益最大。

芯片廠二季報裏的信號：需求比三個月前更強，價格上行開始「擴散」

华尔街见闻

港股開盤：恒指、恒科集體高開；有色、半導體、銀行上漲；環保、建材下跌；商湯升逾7%；京東、聯想、阿里、網易集體上漲

和訊信息王士傑：重點依然關注半導體新經濟板塊

AI「芯片通脹」席捲英國經濟

华尔街见闻

馬來西亞依託芯片與數據中心產業實現經濟提速

機構：AI「芯片通脹」正衝擊英國經濟

英偉達擬向SB Energy投資30億美元，涉及OpenAI數據中心交易

期權聚焦 | AMAT近400萬美元賣出遠虛值Put押注不破370美元，看漲情緒主導大單，機構收租意願強烈

期權聚焦 | 台積電IV跌至冰點，驚現334萬美元賣出遠月虛值Put+牛市價差組合，大單情緒堅定看漲？

期權聚焦 | AMD驚現436萬美元賣Put大單押注長期不跌，跨期Call組合淨收款52萬，看漲情緒主導

期權聚焦 | NVDA驚現500萬美元合成空頭組合，賣出240Call買入190Put押注長期回落，市場情緒轉向謹慎偏空

期權聚焦 | 美光科技近800萬美元押注遠月1350美元Call，大單集中買入虛值看漲，市場情緒明確看多

第三點基金清倉英偉達、Meta與博通，加碼谷歌A

英偉達持股變動：截至2026年6月30日，與2026年3月31日上一季度末相比

美股收盤｜三大指數小幅回落；閃迪等存儲股勁揚；軟銀大舉減持台積電

美股開盤｜標普微幅高開；閃迪升逾7%、美光科技漲近3%；存儲芯片板塊走強

恒生港美科技指數及恒生科技美股半導體指數的編算方法調整

三星電子擬將器興 NRD-K 研發產線改為晶圓代工用途，目標 HBM 用 2nm 基礎芯片量產

消息人士透露：高盛正與潛在投資者商討參與英偉達5000億美元AI融資計劃

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| 台積電IV跌至冰點，驚現334萬美元賣出遠月虛值Put+牛市價差組合，大單情緒堅定看漲？","url":"https://stock-news.laohu8.com/highlight/detail?id=1132388685","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132388685?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 09:02","pubTimestamp":1786755720,"startTime":"0","endTime":"0","summary":"当日TSM期权市场情绪显著偏向看涨，一笔334.12万美元的远月虚值PUT卖出大单与一笔80.83万美元的牛市看涨价差组合共同主导盘面，资金在IV跌至历史冰点之际，通过不同结构积极布局中长期上行。大单交易一笔规模达334.12万美元的PUT卖出，是当日最突出的单腿大单，合约为2027-06-17到期的330.00美元PUT，共1650张，属于虚值仓位。总体来看，TSM当日大单情绪明显偏多，资金主导方向清晰地站在看涨一侧。","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":["LU0345770993.USD","SGXZ81514606.USD","ADVE","IE00BYQQ9H92.USD","LU0175139822.USD","LU0965509283.SGD","LU2054465674.USD","LU2063271972.USD","BK4585","LU0158827781.USD","LU2298321311.HKD","BK4612","LU0719512351.SGD","LU0211328371.USD","SGXZ99366536.SGD","IE00BD6J9T35.USD","LU0310799852.SGD","LU2543165471.USD","LU2023251221.USD","LU0572939691.SGD","CGDG","LU1508157978.USD","SPWO","TSMX","LU1323610961.USD","SG9999004220.SGD","LU2360106780.USD","LU0882747503.HKD","LU0056508442.USD","LU2041044095.USD","LU2023250504.SGD","LU2237443978.SGD","TSM","LU2106854487.HKD","LU2491049909.HKD","LU1282649067.USD","LU1868838027.USD","TINS","LU2458330243.SGD","LU2663582299.SGD","LU0082616367.USD","IE0004445239.USD","CGGO","LU2471134796.USD","LU0158827948.USD","LU0792757196.USD","BK4527","LU1989772840.SGD","BK4588","LU2125154778.USD","LU2471134952.CNY","WUGI","TSMZ","IEMG","LU0289960550.SGD","SMH","LU2750360641.GBP","LU2125154935.USD","LU0689626769.HKD","LU2237443622.USD","LU2237443549.SGD","EMM","LU0094547139.USD","LU0823421333.USD","BK4503","SPTE","LU0541502299.USD","LU2357125470.USD","IE00B3M56506.USD","LU2471134879.HKD","AVXC","LU1712237335.SGD","LU1852331112.SGD","LU1037948897.HKD","FLTW","BK4554","BK4605","LU0359202008.SGD","LU2360032135.SGD","LU2491050071.SGD","BK4533","STSM","LU0384037296.USD","CORO","LU2249611893.SGD","TTEQ","LU0965508806.USD","LU0823421416.USD","LU0198837287.USD","BK4141","BK4581","LU2237443382.USD","LU1023057109.AUD","LU1037948541.HKD","BK4534","LU2250418816.HKD","IE0004091025.USD","LU0211327993.USD","LU2360108059.USD","MEMX","BK4550","LU0109392836.USD","LU2860962120.EUR","EDZ","LU1868837565.USD","LU1934455194.USD","IE00BQXX3F31.USD","LU0359201885.HKD","LU1934455863.HKD","LU2294711713.HKD","LU1316542783.SGD","TSMU","LU0264606111.USD","LU0861579265.USD","BK4504","FDTX","LU0965509101.SGD","BK4532","CNEQ","LU0823414551.USD","LU2247934214.USD","LU0572940350.SGD","LU0143863198.USD","SGXZ51526630.SGD","AIQ","LU2750360997.AUD","TSMY","CGNG","LU0353189763.USD","LU2111349929.HKD","IE0004086264.USD","LU0878005551.USD","AVSE","BK4512","UMMA","BLOX","LU0345770308.USD","IE00BZ199S13.USD","LU0541501648.USD","IE00BHPRN162.USD","EWT","LU0642271901.SGD","LU1267930813.SGD","LU0488056044.USD","LU2471134523.USD","AVEM","LU2491050154.USD","BK4505","EMXC","LU2458330169.SGD","LU0316494557.USD","LU0823414478.USD","ASIA","LU0889565833.HKD","TEK","LU2211814178.USD","LU1934455277.USD","LU2089284900.SGD","BK4543","BK4591","LU2028103732.USD","IE00BQXX3C00.GBP","CWI","BK4535","LU1917777945.USD","LU2271345857.HKD","LU2089283258.USD","LU0359201612.USD","ESIM","LU1267930490.SGD","LU0143863784.USD","LU0323591593.USD","LU0965509010.AUD","LU1282649810.SGD","LU0878004406.USD","CGIC","CHPX","LU1974910355.USD","LU1623119135.USD","IE00BQXX3D17.EUR","LU1989764748.USD","BK4602","BGIA","LU1989772923.USD","LU2506951792.HKD","EMC","03145","KNOW","LU0353189680.USD","SG9999000418.SGD","LU1211504680.USD","TWN","LU1989764664.SGD","LU0348723411.USD","IE00B5TLWC47.USD","LU1803068979.SGD","IE00BFXG0V08.USD","LU0124676726.USD","BK4548","LU0889566641.SGD","LU2087625088.SGD","TSMG","LU2133065610.SGD","LU1868837722.USD","LU0238689110.USD","BAI","IE00BKPKM429.USD","LU2092937221.SGD","BK4526","LU2211815571.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161083498","title":"期權聚焦 | AMD驚現436萬美元賣Put大單押注長期不跌，跨期Call組合淨收款52萬，看漲情緒主導","url":"https://stock-news.laohu8.com/highlight/detail?id=1161083498","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161083498?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 09:01","pubTimestamp":1786755690,"startTime":"0","endTime":"0","summary":"AMD收盘价514.39美元，涨幅6.50%。当日期权市场出现多笔引人注目的大单交易，其中一笔近437万美元的远期虚值Put卖出尤为醒目，同时伴随一笔净收款超52万美元的跨期Call组合，整体大单资金流展现出明确的看涨倾向。Call/Put 成交量比为 1.69，看涨期权交易活跃度显著高于看跌期权，市场参与情绪偏向积极。总体来看，当日AMD大单情绪明确偏多，且多头资金优势较为明显。","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":["LU2462591350.SGD","BK4575","TRFK","LU1989772840.SGD","BK4605","AMDG","LU1861559042.SGD","LU0174119429.USD","SAMD0main","IE00BMPRXR70.SGD","SOXX","LU2250418816.HKD","SGXZ99366536.SGD","LU2108987350.USD","LU2360106780.USD","CHAT","CHPS","BK4534","CNAV","LU0133085943.USD","PSI","LU0642271901.SGD","LU2456880835.USD","LU0082616367.USD","AMDW","LU1989772923.USD","BAI","LU2361044865.SGD","IE00BKVL7J92.USD","LU1988902786.USD","LU2242649171.HKD","LU1880398471.USD","BK4573","LU1861558580.USD","LU2361044949.HKD","TEK","AMDY","GAMR","LU1232071149.USD","BK4543","LU1303367103.USD","GFS","IE00BMPRXN33.USD","LU0109392836.USD","BK4585","SMH","LU2860962120.EUR","LU2896262040.SGD","LU1804176565.USD","AMDL","IE0001KFT4U8.USD","LU2355687059.USD","IE00BMPRXQ63.HKD","LU0786609619.USD","LU2458330169.SGD","LU0056508442.USD","AMD","ILDR","LU0792757196.USD","QQQA","LU2054465674.USD","XNTK","ARTY","LU0127658192.USD","LU2458330243.SGD","BK4529","WISE","IE0009356076.USD","LU0390134368.USD","SGXZ51526630.SGD","LU2247934214.USD","BK4512","AMDD","SGXZ81514606.USD","BK4532","LU0979878070.USD","IE00BZ1G4Q59.USD","BK4588","LU0823421416.USD","LU2461242641.AUD","IE00BQXX3D17.EUR","LU0889565833.HKD","USXF","LU1989764664.SGD","LU1064131342.USD","LU1316542783.SGD","DAMD","BK4554","LU0274383776.USD","BK4566","LU1242518931.SGD","LU1880398554.USD","LU1989764748.USD","LU2931357623.SGD","SMHX","LU1852331112.SGD","BK4141","IE00B5949003.HKD","LU0198837287.USD","BK4614","WUGI","LU2265009873.SGD","IE00BQXX3C00.GBP","FTXL","LU0823421333.USD","LEGR","LU2236285917.USD","SG9999001424.SGD","SOXY","AMUU","LU2089985449.USD","TTEQ","AMYY","LU1951198990.SGD","LU2264538146.SGD","IE00B1BXHZ80.USD","LU1803068979.SGD","LU0719512351.SGD","LU0048584097.USD","LU1951200564.SGD","LU0081259029.USD","FAI","LU2361045086.USD","LU2417539215.USD","IE00BQXX3F31.USD","LU0210536198.USD","LU2098885051.SGD","LU0823434583.USD","IETC","BK4612","LU0889566641.SGD","AMDS","AMDU","LU0823434740.USD","LU0251132253.USD","AIS","IE0004445239.USD","AIQ","LU1923623000.USD","LU1242518857.USD","LU1267930813.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176104763","title":"期權聚焦 | NVDA驚現500萬美元合成空頭組合，賣出240Call買入190Put押注長期回落，市場情緒轉向謹慎偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1176104763","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176104763?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 09:00","pubTimestamp":1786755647,"startTime":"0","endTime":"0","summary":"NVDA收报225.16美元，跌0.06%。当日NVDA出现一笔规模达501.60万美元的合成空头大单，成为市场焦点，该交易通过卖出长期看涨期权并买入看跌期权，明确押注股价长期回落。交易者愿意收取较大权利金，同时布局较长期限，说明其判断并非短线波动，而是对NVDA未来较长周期上行空间持压制预期，或者希望以合成空头的形式进行仓位对冲。总体来看，NVDA当日大单资金情绪偏空。","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":["LU2360107168.USD","LU1852331112.SGD","NVII","AGOX","IE00BJJMRY28.SGD","LU2357305700.SGD","LU0726765562.USD","LU1814569148.SGD","LU0708994859.HKD","BK4598","CHAT","LU2063271972.USD","LU2065171311.SGD","LU0133085943.USD","LU0057025933.USD","LU0127658192.USD","LU1803068979.SGD","LU1868837300.USD","IE00BJTD4V19.USD","IE00BKVL7J92.USD","LU2286300806.USD","LU1153585028.USD","LU1400636574.HKD","CMAG","LU2394011477.USD","LU0347712357.USD","LU1066051811.HKD","SG9999015358.SGD","LU2089985449.USD","LU0053666078.USD","DIPS","LU0238689110.USD","IE00BWXC8680.SGD","LU0466842654.USD","LU1674673428.USD","LU0203202063.USD","LU1815336760.USD","BK4612","NVYY","LU0097036916.USD","BK4608","IE0004086264.USD","BK4587","LU1267930573.SGD","LU1935042991.SGD","SGXZ31699556.SGD","BK4579","LU0345769631.USD","LU0234572021.USD","LU0256863811.USD","LU0417517546.SGD","LU0289961442.SGD","LU1935042488.USD","IE00B4JS1V06.HKD","IE00BN29S564.USD","SOXQ","LU1116320737.USD","LU2087625088.SGD","LU0079474960.USD","LU0965509010.AUD","IE0034235188.USD","LU1035773651.USD","LU1732799900.SGD","LU0310799852.SGD","LU1868836757.USD","IE00B775H168.HKD","LU0124676726.USD","ANV","LU2452424414.USD","IE000KEQY171.SGD","ILDR","IE00B775SV38.USD","LU1280957306.USD","LU3102509885.SGD","FAI","LU1868837136.USD","LU1923623000.USD","IE00B19Z8X17.USD","LU1429558221.USD","LU2461242641.AUD","LU2462157665.USD","LU0048584097.USD","LU1732800096.USD","BK4533","LU2860962120.EUR","LU1934455194.USD","LU0175139822.USD","LU1674673691.USD","LU0342679015.USD","LU2237957902.USD","LU2023250330.USD","LU2456880835.USD","BK4551","LU2111349929.HKD","IE00B5TLWC47.USD","IE0009356076.USD","SG9999015341.SGD","IE00B3S45H60.SGD","LU1914381329.SGD","SG9999015952.SGD","NVDD","HK0000914686.HKD","NVDG","NVDS.UK","LU2047632596.USD","LU2279689827.SGD","LU1003077747.HKD","LU2360106780.USD","LU0345770308.USD","LU0689626769.HKD","LU2242650005.HKD","IE0009G5SDU7.USD","LU2242649171.HKD","LU1791710400.SGD","LU1244550221.USD","LU0198837287.USD","LU1119994496.HKD","IE00B4YYXB79.USD","LU2077746001.SGD","BK4548","BK4554","LU1917777945.USD","IE000YTNTUN2.SGD","LU2552382058.USD","LU2108987350.USD","LU2265009873.SGD","GB00BDT5M118.USD","LU2360032135.SGD","HK0000320223.HKD","NVDL","LU1244550577.SGD","LU1366333091.USD","SG9999000418.SGD","LU1116320901.HKD","LU1548497426.USD","LU0251132253.USD","LU0354030438.USD","IE0004445239.USD","IE0034235303.USD","IE00B1XK9C88.USD","LU2213496289.HKD","THMR","LU1084165304.USD","SGXZ81514606.USD","LU1778281490.HKD","LU2750360997.AUD","LU0787776722.HKD","SG9999002232.USD","IE00BHPRN162.USD","LU2168564065.EUR","NVDW","LU2458330169.SGD","LU1979441026.SGD","LU0143551892.USD","LU2326559502.SGD","BK4141","HK0000320264.USD","LU1496350502.SGD","IE00B19Z9505.USD","NVDS","LU0661504455.SGD","LU2092937148.SGD","LU0390134368.USD","LU2756315664.SGD","VGT","LU2462591277.SGD","LU1935043536.SGD","LU1645745479.HKD","LU2592432038.USD","LU0943347566.SGD","LU1551013342.USD","LU0345768740.USD","LU2237438978.USD","LU2471134952.CNY","LU0964807845.USD","USD","IE00BKDWB100.SGD","BK4534","LU0211328371.USD","EFIV","LU1069344957.HKD","LU2413666426.HKD","LU1571399168.USD","LU2250418816.HKD","TTEQ","LU1496350171.SGD","LU2087621335.USD","LU1712237335.SGD","TYLG","LU2602419157.SGD","LU1623119135.USD","LU1951198990.SGD","LU2290526834.HKD","HK0000304797.USD","LU0225283273.USD","LU1992135399.USD","LU2168564495.EUR","LU2357125470.USD","LU2506951792.HKD","LU1629891620.HKD","SOXX","BK4527","LU2065169927.USD","LU0642271901.SGD","LU2065171402.SGD","LU0823421416.USD","LU1267930490.SGD","LU2237443622.USD","LU2148611432.USD","LU1323610961.USD","LU1880398554.USD","LU2347655073.USD","LU2430703178.SGD","LU2505996509.AUD","LU0109391861.USD","07788","LU2491049909.HKD","METV","BK4588","LU0861579265.USD","LU0320765059.SGD","LU2473716301.USD","NVDX","LU0072462426.USD","TRFK","SG9999018857.SGD","SOXY","LU2100268510.USD","LU2487616109.SGD","LU2491050154.USD","LU1202635105.USD","LU2430703095.HKD","LU0138981039.USD","LU0187121727.USD","BK4614","LU1066051498.USD","LU2125154778.USD","LU2931357623.SGD","LU0106261372.USD","LU2054465674.USD","LU2244417387.USD","SG9999004303.SGD","TEK","LU0029864427.USD","SG9999014898.SGD","LU1316542783.SGD","LU0823434740.USD","LU2746668461.USD","LU0069063385.USD","LU0795875086.SGD","NVIW.SI","LU0096364046.USD","LU0353189680.USD","LU2211815571.USD","LU0557290698.USD"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| 美光科技近800萬美元押注遠月1350美元Call，大單集中買入虛值看漲，市場情緒明確看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1145671629","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145671629?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 09:00","pubTimestamp":1786755640,"startTime":"0","endTime":"0","summary":"当日期权市场出现多笔看涨大单，其中最引人注目的是一笔近800万美元的资金，大举买入远月、深度虚值的看涨期权，显示市场情绪明确偏向乐观。Call/Put 成交量比为 1.37，显示看涨期权交易活跃度高于看跌期权，市场参与情绪偏向积极。大单交易一笔规模达798.00万美元的CALL买入，是当日最值得关注的核心大单。一笔规模为18.03万美元的CALL买入，虽然金额明显小于首笔，但同样延续了偏多方向。","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":["SOXQ","IE000M9KFDE8.USD","AIQ","FTXL","LU1551013342.USD","BK4553","VGT","BK4566","LU0081259029.USD","UUP","XNTK","LU0210536198.USD","MULL","LU0683600562.USD","LU0672654240.SGD","BK4527","IE00B1XK9C88.USD","LU0708995401.HKD","FDTX","LU0203347892.USD","LU0061475181.USD","LU1861215975.USD","LU0256863902.USD","LU0943347566.SGD","MUYY","LU1989764664.SGD","USXF","AIFD","IE00B19Z3B42.SGD","XLK","SGXZ51526630.SGD","SHOC","LU2471134879.HKD","AIS","BK4543","HBMX","LU1989764748.USD","LU0719512351.SGD","BK4141","IXN","LU2168564149.EUR","PSI","LU2250418816.HKD","LU2357305700.SGD","LU1674673691.USD","LU2102340556.USD","IE00B5949003.HKD","BK4554","LU0154236417.USD","LU2168563687.JPY","LU0820561818.USD","BK4579","LU2286300806.USD","LU1267930813.SGD","LU1366333091.USD","LU1778281490.HKD","LU1861220033.SGD","LU2471134796.USD","PTF","IE0034235303.USD","LU2213496289.HKD","BK4605","BK4533","LU2458330169.SGD","LU2357627491.SGD","IE00B19Z3581.USD","LU0964807845.USD","LU0642271901.SGD","LU0274383776.USD","LU0889565833.HKD","SGXZ81514606.USD","LU2750360641.GBP","EGGY","LU0889566641.SGD","LU2750360997.AUD","MUD","UDN","LU1868837300.USD","FXL","LU2756315664.SGD","LU0640476718.USD","BAI","ARTY","LU0157215616.USD","LU2168564065.EUR","LU2089985449.USD","LU1914381329.SGD","LU0859254822.USD","SMU00main","LU2360107168.USD","EMSF","IE0009356076.USD","DISK","LU2048586759.USD","LU2168564222.USD","LU2543165471.USD","LU2054465674.USD","EFIV","LU2756315318.SGD","IE00BJLML261.HKD","LU1548497426.USD","IETC","LU0323591593.USD","LU0096364046.USD","LU2471134523.USD","SOXX","LU0689472784.USD","LU1145028129.USD","FAI","LU1803068979.SGD","LU2168564495.EUR","FTEC","JGRO","LU1720051108.HKD","CHPS","LU1868837136.USD","RULE","IE0002270589.USD","IE00B7SZLL34.SGD","LU0238689110.USD","WUGI","IE00BKDWB100.SGD","LU1720051017.SGD","LU1868836914.USD","SMH","BK4532","LU2896262040.SGD","CHAT","BOBP","LU0417517546.SGD","LU0792757196.USD","LU1868836757.USD","LU2471134952.CNY","WLDR","LU0256863811.USD","IE00BK4W5M84.HKD","LU0056508442.USD","LU0820561909.HKD","SG9999001424.SGD","SGXZ99366536.SGD","LU1267930730.SGD","LU0127658192.USD","BK4512","LU1629891620.HKD","LU2458330243.SGD","LU0109391861.USD","MUZ","LU2211815571.USD","TRFK","LU2360106780.USD","IE00BSNM7G36.USD","IE00BWXC8680.SGD","LU0109392836.USD","LU0820562030.AUD","IE00BK4W5L77.USD","LU0320765059.SGD","TTXU","LU2931357623.SGD","BK4585","LU1316542783.SGD","BK4575","LU1323610961.USD","LU0082616367.USD","MU","LU2403377893.USD","DRMY","LU2290526834.HKD","LU1280957306.USD","LU1868836591.USD","CHPX","LU0203345920.USD","MUU","LU0787776722.HKD","LU1551013425.SGD","LU1852331112.SGD","LU1674673428.USD","LU2023250330.USD","LEGR","GB00BDT5M118.USD","LU0133085943.USD","BK4588","CGGO","MIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174420505","title":"第三點基金清倉英偉達、Meta與博通，加碼谷歌A","url":"https://stock-news.laohu8.com/highlight/detail?id=1174420505","media":"投资观察","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174420505?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 06:26","pubTimestamp":1786746418,"startTime":"0","endTime":"0","summary":"根据美国证券交易委员会最新披露的文件，知名对冲基金第三点有限责任公司在2026年第二季度对其投资组合进行了重大调整。该基金已完全清仓英伟达、Meta Platforms, 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21:30","pubTimestamp":1786714256,"startTime":"0","endTime":"0","summary":"热门个股方面，闪迪涨7.2%领跑，此前加拿大皇家银行将目标价上调至1600美元；Reddit涨11.0%，因被纳入标普500指数；西部数据涨3.7%，受存储业务长期增长指引提振；美光科技涨3.5%，AI内存需求强劲；特斯拉涨1.3%，自动驾驶订阅扩张吸引买盘；英伟达涨0.8%，5000亿美元AI融资计划获高盛牵头推动。美国7月零售销售意外下滑0.6%。美国法院裁定特朗普政府可对低价进口商品征税。波音737 MAX 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