美股詳情

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Vanguard Industrials ETF

326.07

-5.0800-1.53%

成交量：11.94萬

成交額：3,884.33萬

市值：77.66億

市盈率：7.64

高：326.49

開：324.32

低：323.32

收：331.15

52周最高：362.21

52周最低：282.03

股本：2,381.80萬

流通股本：2,381.80萬

量比：2.05

換手率：0.50%

股息：3.12

股息率：0.96%

每股收益(TTM):42.70

每股收益(LYR):42.70

淨資產收益率：11.54%

總資產收益率：0.79%

市淨率：1.30

市盈率(LYR):7.64

資料載入中...

總覽公司新聞資訊公告

美國6月工廠訂單按月為-0.3%，高於前值的-1.3%。預測值為0.2%。

美股科技巨頭資本開支飆升引爆，芯片半導體反攻，費率較低的科創芯片ETF華寶（589190）大漲6%，主線迴歸？

廣發證券：資本開支驅動半導體物流需求擴容專業化與國產替代打開成長空間

廣發證券：資本開支驅動半導體物流需求擴容專業化與國產替代打開成長空間

中信建投：北美雲廠商資本開支繼續高增長關注算力超跌與高股息標的

中信建投：北美雲廠商資本開支繼續高增關注算力超跌與高股息標的

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

智通财经网

牛市行情擴散，背後核心誘因只有一個

环球市场播报

美國7月ISM製造業PMI創逾四年新高！就業指數重返擴張區間 AI基礎設施建設推動半導體需求持續升温

美國7月ISM製造業PMI創逾四年新高！就業指數重返擴張區間 AI基礎設施建設推動半導體需求持續升温

美國7月ISM製造業PMI為55.6 高於預期

AI熱潮推動美國製造業以四年來最快速度擴張

环球市场播报

美國製造業擴張速度創2022年以來最快

美國7月ISM製造業PMI 55.6，預期54，前值53.3。

美國7月ISM製造業PMI為55.6，高於前值的53.3。預測值為54。

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

华尔街见闻

8000億資本開支不是頂？高盛：少算了非美及私募投資，今年AI實際投資有望超過1萬億

去槓桿衝擊之下，算力核心邏輯變了嗎？

华尔街见闻

美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲

华尔街见闻

美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

华尔街见闻

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11:40","pubTimestamp":1785814859,"startTime":"0","endTime":"0","summary":"智能化厂内物流晶圆厂扩产拉动AMHS需求，国产替代进入加速阶段。风险提示半导体产业链资本开支及扩产不及预期风险;国际贸易及出口管制风险;行业竞争加剧与航空运价波动风险;AMHS国产替代及业务拓展不及预期风险;危化品及精密物流运营安全风险。","market":"sh","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/1475631.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_zhitongcaijing","symbols":["EIS","PSCI","XLII","USD","CWC","BK1147","NBDS","BK4585","CHPS","000776","BK0012","SG9999001093.SGD","BK0028","159582","BK0188","FRTY","XSD","FTXL","IYJ","BK0183","SMH","KSTR","SSG","UXI","01776","LU1979443071.USD","REGS","PJFM","FIDU","CHPY","BK0276","TRUI","XLIX","SOXY","TECY","SOXX","TEKX","SOXL","SMHX","PSI","MQQQ","VGT","MADE","SOXQ","VIS","LU1934453819.USD","SOXS","FWD","BK4535","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656889765","title":"中信建投：北美雲廠商資本開支繼續高增長 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關注算力超跌與高股息標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889415","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889415?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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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":[".IXIC","ARTY",".DJI","QMAR","AGIX","TQQY","07261","QDEC","PSQ","SDOW","VTHR","TQQQ","UDOW","TRUI","DIA","GPIQ","XLII","03034","PSCI","09086","SPYM","REGS","QQQ","IYJ","HIBL","VIS","SPXU","YSPY","DOG","SPXS","IVV","03455","DMAX","QTOC","03086","QID","SMAX","SPY","QQQX","SPXL","02834","SPYH","SPYU","APRP","DDM","AFLG","CHAT","NOCT","SQQQ","DXD","SDS","NJAN","NDX","07266","VOO","MADE","XMAG","09834","FRTY","SPUU","AINT","DVIN","07568","SSO","XLIX","QQQM","QLD","SH","MMAX","SPDN","PJFM","UXI","UPRO","FIDU","SPYQ","NJUL",".SPX","AIPO","NAPR","07522","QIDX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655358846","title":"美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655358846","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655358846?lang=zh_tw&edition=fundamental","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":["MSFL","VTHR","AMZP","ARTY","METD","MSFT","AMZZ","QIDX","TRUI","GOU","FBY","FBL","GOOW","MSFW","AMZU","META","FRTY","MADE","XLII","AINT","AMZY","PJFM","AMZW","XMAG","REGS","MSFU","GOOGL","MSFO","AMZN","APRP","AIPO","GGLS","IYJ","MSFD","AZYY","GOOP","FBYY","MSFY","AFLG","UXI","GGLL","CHAT","DVIN","AGIX","GOOY","METW","XLIX","AMZD","VIS","METU","QTOC","PSCI","FIDU","GOOG","GOOX","MSFX"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":6,"totalSize":200,"code":"91000000","status":"200"}]}}