ENG/中
老虎證券
行情
交易
收費
下載
優惠與活動
幫助
TigerAI
學堂
期權訓練營
投資學堂
機構
財富及資產管理人
自營交易機構
介紹經紀商
三方服務商
股權激勵
關於
關於我們
媒體報道
獎項與榮譽
登入
立即註冊
Toggle
美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
Corgi U.S. Industrials 2x Daily ETF
22.96
0.0000
成交量：
8
成交額：
182.36
市值：
45.93萬
市盈率：
- -
高：
22.96
開：
22.96
低：
22.96
收：
22.96
52周最高：
28.18
52周最低：
22.96
股本：
2.00萬
流通股本：
2.00萬
量比：
0.22
換手率：
0.04%
股息：
- -
股息率：
- -
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
企業深化產業佈局 算力網有望拉動4萬億元投資
经济参考报
·
08/14
中國移動上半年資本開支610億元 算力投入大幅加碼、通信網投入收縮
智通财经
·
08/13
港股異動 | 騰訊控股(00700)績後低開逾3% AI加碼推升推升資本開支 單季自由現金流轉負
智通财经
·
08/13
港股公告掘金 | 騰訊控股Q2經調整淨利按年增長9%至684.15億元 資本開支暴增至527.8億元 自由現金流轉負
智通财经
·
08/13
美國銀行宣佈 2500 億美元基礎設施投資計劃，涵蓋數據中心與算力、可再生能源發電等領域
链捕手
·
08/12
鴻海二季度淨利增長35%創新高：繼續加碼資本開支 無股權融資計劃
澎湃新闻
·
08/12
在騰訊2026Q2財報業績電話會上，騰訊總裁劉熾平回應了二季度公司資本開支增加的問題。他表示，騰訊的確正在算力上進行大規
智通财经
·
08/12
【券商聚焦】華泰證券維持港燈-SS（02638）「買入」評級 指高資本開支有望增厚淨利
金吾财讯
·
08/12
【券商聚焦】中信證券：AI 資本開支浪潮 重點關注現金流期限錯配風險
金吾财讯
·
08/11
天量資本開支的「來源」：科技巨頭的「隱藏槓桿」究竟有多高？
华尔街见闻
·
08/11
AGI之後，硅谷又為資本開支找了一個新理由
蓝鲸财经
·
08/10
大摩：全球雲資本開支2027年料激增29% 算力需求下四大巨頭產能全線告急
格隆汇
·
08/10
大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急
智通财经
·
08/10
大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急
智通财经
·
08/10
大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急
智通财经
·
08/10
AI算力資本開支估算：3-4萬億美元算得出來，但兑現條件極其苛刻
格隆汇
·
08/10
大跌之後如何收復失地？
格隆汇
·
08/09
興證策略：大跌之後如何收復失地 三類典型案例
东方财富网
·
08/09
國信策略：再議科技M頂 科技第二波何時來？
市场资讯
·
08/09
大跌之後如何收復失地？
格隆汇
·
08/09
更多
{"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/XLIX/news?page=4"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental","symbol":"XLIX","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLIX\",,,,,undefined,":{"symbol":"XLIX","market":"US","secType":"STK","nameCN":"Corgi U.S. Industrials 2x Daily ETF","latestPrice":22.9635,"timestamp":1789482963934,"preClose":22.9635,"halted":0,"volume":8,"delay":0,"changeRate":0,"floatShares":20000,"shares":20000,"eps":0,"marketStatus":"交易中","change":0,"latestTime":"09-15 12:55:43 EDT","open":22.9635,"high":22.9635,"low":22.9635,"amount":182.36224,"amplitude":0,"askPrice":22.88,"askSize":300,"bidPrice":22.81,"bidSize":300,"shortable":3,"etf":2,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1789502400000},"marketStatusCode":2,"adr":0,"exchange":"CBOE","adjPreClose":22.9635,"nav":23.61,"aum":472200,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":23.6315,"preClose":22.9635,"latestTime":"16:04 EDT","volume":4,"amount":91.854,"timestamp":1789416243371,"change":0.668,"changeRate":0.02909,"amplitude":0},"volumeRatio":0.222076},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XLIX\",,,,,undefined,":{"symbol":"XLIX","floatShares":20000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.222076,"shares":20000,"dividePrice":0,"high":22.9635,"amplitude":0,"preClose":22.9635,"low":22.9635,"week52Low":22.9635,"pbRate":"--","week52High":28.18,"institutionHeld":0,"latestPrice":22.9635,"eps":0,"divideRate":0,"volume":8,"delay":0,"ttmEps":0,"open":22.9635,"prevYearClose":25.25,"prevWeekClose":23.6315,"prevMonthClose":24.5439,"prevQuarterClose":28.1075,"fiveDayClose":24.2505,"twentyDayClose":27.9125,"sixtyDayClose":24.7883},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/XLIX\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"XLIX\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"XLIX\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"XLIX\",pageSize:20,pageCount:4,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2659816421","title":"企業深化產業佈局 算力網有望拉動4萬億元投資","url":"https://stock-news.laohu8.com/highlight/detail?id=2659816421","media":"经济参考报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659816421?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 03:51","pubTimestamp":1786650718,"startTime":"0","endTime":"0","summary":"眼下在算力领域，不少企业正在谋划一批投资数十亿元乃至上百亿元的大项目。此外，从近日上市公司披露的财报看，包括中国移动、联想集团、腾讯在内的多家企业算力投资、采购金额持续增长。据有关机构测算，“十五五”时期算力网建设将新增直接投资4万亿元。近日，在河南郑州，国家超算互联网核心节点正式上线运行。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608143840852064.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/202608143840852064.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":["CHAT","XLII","QTOC","WISE","IYJ","AGIX","REGS","TRUI","PBOT","DVIN","BK4585","AIBU","FRTY","UXI","PSCI","AIFD","MADE","ARTY","FIDU","XLIX","VIS","PJFM","EPAI","WPAI","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659552901","title":"中國移動上半年資本開支610億元 算力投入大幅加碼、通信網投入收縮","url":"https://stock-news.laohu8.com/highlight/detail?id=2659552901","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659552901?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 18:58","pubTimestamp":1786618718,"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","UXI","CHL","VIS","TRUI","FRTY","PJFM","FIDU","BK4588","XLIX","XLII","BK4585","DVIN","IYJ","MADE","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659184434","title":"港股異動 | 騰訊控股(00700)績後低開逾3% AI加碼推升推升資本開支 單季自由現金流轉負","url":"https://stock-news.laohu8.com/highlight/detail?id=2659184434","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659184434?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 09:24","pubTimestamp":1786584258,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，腾讯控股绩后低开逾3%，截至发稿，跌3.29%，报446.4港元，成交额6.97亿港元。消息面上，8月12日，腾讯控股发布2026年第二季度财报。第二季度，腾讯营收2047.85亿元，同比增长11%，环比增长4%；净利润同比增长0.7%至560亿元，低于市场预期；Non-IFRS经营利润756.36亿元，同比增长9%，环比持平。腾讯二季度资本开支达528亿元，环比一季度 319亿增加了65%；自由现金流转负至-138亿元，这也是2005年以来，腾讯首次出现自由现金流为负。","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/1479278.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":["ABFL","COWG","CAFG","VTHR","XSOE","TCHI","AGIX","FIDU","DVIN","BKF","TPFC","COWZ","SCOW","VXUS","XLIX","KCAI","TCHmain","SYLD","SHRY","QQWZ","QFHD","LGCF","SFLO","ABLS","ARTY","VFLO","CHAT","ABOT","UXI","FRTY","XLII","00700","REGS","IYJ","AIPO","QFRD","LYLD","MCOW","MADE","QTOC","SPDV","DSMC","TRUI","PSCI","LCOW","PJFM","SOCL","BIDD","KWEB","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659818177","title":"港股公告掘金 | 騰訊控股Q2經調整淨利按年增長9%至684.15億元 資本開支暴增至527.8億元 自由現金流轉負","url":"https://stock-news.laohu8.com/highlight/detail?id=2659818177","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659818177?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 08:58","pubTimestamp":1786582727,"startTime":"0","endTime":"0","summary":"【财报数据】腾讯控股(00700)发布第二季度业绩，经调整股东应占盈利为684.15亿元 同比增长9%长江基建集团(01038)发布中期业绩 股东应占溢利212.52亿港元 同比增长388.78%电能实业(00006)发布中期业绩，股东应占溢利147.04亿港元 同比增加383.37%银河娱乐(00027)公布中期业绩 股东应占溢利为 53 亿港元 按年上升 1%布鲁可(00325)发布2026年","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/1479270.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":["KWEB","BIDD","QQWZ","ABOT","QFHD","UXI","LCOW","VXUS","REGS","IYJ","TPFC","CAFG","TCHmain","XLII","MCOW","FIDU","SFLO","SHRY","LYLD","LGCF","MADE","VIS","00700","COWZ","QFRD","VFLO","03750","SPDV","FRTY","XSOE","PJFM","ABFL","PSCI","FDNI","00006","DSMC","BKF","SOCL","KCAI","TRUI","DVIN","ABLS","SCOW","00027","01384","XLIX","AAXJ","TCHI","SYLD","COWG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659096739","title":"美國銀行宣佈 2500 億美元基礎設施投資計劃，涵蓋數據中心與算力、可再生能源發電等領域","url":"https://stock-news.laohu8.com/highlight/detail?id=2659096739","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659096739?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 23:56","pubTimestamp":1786550214,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Fortune 报道，美国银行（Bank of America）于周三宣布一项 2500 亿美元的基础设施投资计划，承诺在未来一年内投入美国关键基础设施领域，投资范围涵盖数据中心与算力、可再生能源发电、储能、天然气、输电网络及关键矿产与采矿等多个领域，目标是支持能源安全、就业增长和经济竞争力。 ","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://www.chaincatcher.com/article/2282399","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":null,"symbols":["TXS","CNRG","AMPD","XLF","ABLD","PSCM","DOCK","BLOK","IDGT","AIFD","DGLO","PGF","BCIM","VOE","FMET","GARA","BAC","XLIX","AIBU","VRAI","DFRA","SLX","WISE","CLDL","HALX","ARCAY","CGW","DUSL","RJZ","DTCR","IYG","IVRA","SKYY","IUSA","HPEL","WDAI","FTXO","WPAI","FCLD","PPI","AMER","AIO","HVAC","PBOT","FIDU","CLOU","FNCL","RSPN","ISTM","ERH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658905278","title":"鴻海二季度淨利增長35%創新高：繼續加碼資本開支 無股權融資計劃","url":"https://stock-news.laohu8.com/highlight/detail?id=2658905278","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658905278?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 22:39","pubTimestamp":1786545540,"startTime":"0","endTime":"0","summary":"鸿海集团预判明年下游客户对AI产能扩张需求依旧旺盛，将持续加码资本开支。8月12日，富士康母公司鸿海精密工业股份有限公司（鸿海精密，2317.TW）发布第二季度财报，鸿海二季度营收2.53万亿元新台币，同比增长41%；归母净利润为600亿元新台币、同比增长35％；营业利润948亿元新台币，同比增长68％，以上指标均创下历年同期新高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123839494132.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/202608123839494132.html","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":"stock_eastmoney","symbols":["PJFM","PSCI","XLII","IYJ","VIS","BK4585","XLIX","FIDU","DVIN","FRTY","MADE","REGS","BK4588","TRUI","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658970259","title":"在騰訊2026Q2財報業績電話會上，騰訊總裁劉熾平回應了二季度公司資本開支增加的問題。他表示，騰訊的確正在算力上進行大規","url":"https://stock-news.laohu8.com/highlight/detail?id=2658970259","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658970259?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 21:07","pubTimestamp":1786540020,"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":["UXI","VIS","DVIN","FRTY","IYJ","IEMG","TRUI","BK4581","REGS","BK4588","MADE","BK4585","PSCI","BK4550","PJFM","XLII","EDZ","FIDU","BK4504","XLIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658214389","title":"【券商聚焦】華泰證券維持港燈-SS（02638）「買入」評級 指高資本開支有望增厚淨利","url":"https://stock-news.laohu8.com/highlight/detail?id=2658214389","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658214389?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 14:40","pubTimestamp":1786516816,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发布研报指，港灯-SS 公布1H26业绩，实现营收59.39亿港元，同比增长6.7%，归母净利10.03亿港元，同比基本持平。1H26资本开支同比增加12%至16.67亿港元。基于管制计划协议约定电力业务准许利润占固定资产净额的8%，报告重申看好较高资本开支下，随资本投入转固，公司归母净利有望增厚。盈利预测与估值方面，华泰证券基本维持盈利预测，预计公司2026-2028年归母净利润分别为32/33/34亿港元，同比增长2%/3%/3%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988014","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":null,"symbols":["FIDU","XLIX","VIS","UXI","XLII","PJFM","REGS","TRUI","02638","KCE","PSCI","FRTY","MADE","DVIN","IYJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658996148","title":"【券商聚焦】中信證券：AI 資本開支浪潮 重點關注現金流期限錯配風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2658996148","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658996148?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 17:16","pubTimestamp":1786439780,"startTime":"0","endTime":"0","summary":"而在此高速扩张阶段，甲骨文遭遇评级下调的事件，表明AI投入与业绩兑现间的时滞正随着债务本息和租金等刚性支出增加而转化为信用压力。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NWE0NDM0MDU5NDk3NzI5.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303651","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":["LU0405327148.USD","LU1997245177.USD","VTHR","LU1064131003.USD","AGIX","FIDU","BK0183","BK0276","LU1720050803.USD","DVIN","XLIX","BK0196","LU1781817850.SGD","LU2580892789.USD","LU2580892862.HKD","BK0188","LU1655091616.SGD","LU1328615791.USD","BK0012","ARTY","LU1794554557.SGD","LU1255011170.USD","CHAT","SPHQ","LU0405327494.USD","VIS","BK1516","BK4585","600030","LU1580142542.USD","FRTY","LU1064130708.USD","XLII","LU2289578879.USD","REGS","BK1521","IYJ","LU2495084118.USD","AIPO","QTOC","MADE","TRUI","PSCI","LU2148510915.USD","KCE","PJFM","159399","06030","UXI","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658963384","title":"天量資本開支的「來源」：科技巨頭的「隱藏槓桿」究竟有多高？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658963384","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658963384?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 08:47","pubTimestamp":1786409234,"startTime":"0","endTime":"0","summary":"高盛与摩根士丹利研究显示，Alphabet、微软、亚马逊、Meta等AI云厂商存在约2万亿美元表外隐性负债，包括1万亿美元未执行租赁承诺及近万亿美元采购承诺。一旦数据中心投资回报不及预期，这些隐性负债将对流动性构成实质压力，债券市场已出现温和回调信号。","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://wallstreetcn.com/articles/3779123","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":["PSCI","XLII","UXI","FRTY","BK4588","IYJ","NVDA","MADE","META","REGS","XMAG","TSLA","VIS","AAPL","PJFM","GOOG","MSFT","BK4585","TRUI","FIDU","DVIN","XLIX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658864209","title":"AGI之後，硅谷又為資本開支找了一個新理由","url":"https://stock-news.laohu8.com/highlight/detail?id=2658864209","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658864209?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 15:51","pubTimestamp":1786348272,"startTime":"0","endTime":"0","summary":"文｜《科创板日报》市场对AI资本开支的疑虑尚未散去，谷歌已经在为后续的投资“囤积粮草”。而如今，这家巨头似乎找到了新的理由。谷歌DeepMind首席战略官Jasjeet Sekhon日前表示，RSI正成为AI资本开支的核心投资逻辑。他坦承，目前AI带来的收入“还不足以支撑我们正在投下的资本开支”，但面对科技产业当下和未来的技术发展，不下注并不明智。而谷歌的大额资本支出，押注的就是RSI这个大方向。兴业证券研报将RSI称为AI大模型迭代的新主线。","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/2448374","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":"lanjinger_stock","symbols":["FRTY","AGBK","MADE","LU0368265764.SGD","PSCI","IYJ","VIS","LU0496367417.USD","TRUI","UXI","BK4207","PJFM","LU0498741114.HKD","BK4588","AGI","FIDU","GDXJ","LU0055631609.USD","LU0498741890.SGD","DVIN","XLIX","REGS","XLII","BK4017","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658604910","title":"大摩：全球雲資本開支2027年料激增29% 算力需求下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658604910","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658604910?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 11:39","pubTimestamp":1786333174,"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.gelonghui.com/rss/live/live.xml","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_gelonghui","symbols":["BAI","BK4588","MADE","FIDU","BK4585","XLII","AIQD","AIQU","AIVC","PSCI","VIS","IYJ","FRTY","REGS","UXI","PJFM","DVIN","XLIX","EPAI","TRUI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658601024","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658601024","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658601024?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 11:08","pubTimestamp":1786331316,"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":["BK4585","FRTY","BK4588","MADE","VIS","UXI","REGS","XLII","PSCI","TRUI","FIDU","IYJ","DVIN","XLIX","PJFM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658609487","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658609487","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658609487?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:43","pubTimestamp":1786326210,"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":"2658091876","title":"大摩：全球雲資本開支2027年料激增29%，算力飢渴下四大巨頭產能全線告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2658091876","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658091876?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:43","pubTimestamp":1786326210,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利最新发布的全球云资本支出追踪报告显示，全球最大超大规模云厂商的资本开支并未放缓，预计2027年同比增幅将达29%。摩根士丹利指出，市场对2027年云资本开支的一致预期为1.2万亿美元，但该预测可能偏保守，实际支出规模或攀升至1.4万亿美元。微软Azure营收同比增速达43%，谷歌云营收飙升82%，亚马逊AWS营收增长37%，创下18个季度以来最大增幅。","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/1477793.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":["FRTY","BK4588","TRUI","VIS","IYJ","XLII","XLIX","FIDU","PSCI","DVIN","REGS","MADE","PJFM","BK4585","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658606037","title":"AI算力資本開支估算：3-4萬億美元算得出來，但兑現條件極其苛刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2658606037","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658606037?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 09:26","pubTimestamp":1786325182,"startTime":"0","endTime":"0","summary":"全球AI资本开支未来空间沙盘推演","market":"hk","thumbnail":"https://img3.gelonghui.com/273f6-83f32811-7fd3-47a0-91f8-941e4a48321a.jpg?guru_height=3584&guru_width=5376&guru_size=1012834","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/273f6-83f32811-7fd3-47a0-91f8-941e4a48321a.jpg?guru_height=3584&guru_width=5376&guru_size=1012834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5972092","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":"gelonghui_highlight","symbols":["BK4588","REGS","VIS","XLIX","DVIN","AIO","BK4585","MADE","FIDU","PJFM","FRTY","PSCI","TRUI","UXI","WDAI","IYJ","XLII","WISE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658672048","title":"大跌之後如何收復失地？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658672048","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658672048?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 20:41","pubTimestamp":1786279266,"startTime":"0","endTime":"0","summary":"三类典型案例","market":"sg","thumbnail":"https://img3.gelonghui.com/27935-bb924718-2ea6-4c40-8801-25829e49776e.jpg?guru_height=803&guru_width=1280&guru_size=117704","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/27935-bb924718-2ea6-4c40-8801-25829e49776e.jpg?guru_height=803&guru_width=1280&guru_size=117704"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5971087","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":"gelonghui_highlight","symbols":["UXI","REGS","PSCI","QTOC","FIDU","TRUI","BK4585","IYJ","PJFM","ARTY","XLIX","XLII","AGIX","VTHR","CHAT","AIPO","DVIN","VIS","BK4588","MADE","FRTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658674729","title":"興證策略：大跌之後如何收復失地 三類典型案例","url":"https://stock-news.laohu8.com/highlight/detail?id=2658674729","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658674729?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 17:00","pubTimestamp":1786266015,"startTime":"0","endTime":"0","summary":"上周周报我们强调，此前的大跌改变的是股价位置、估值和筹码层面的分化，但没有改变的是景气层面的分化。当前优质硬科技龙头已经具备较高的配置性价比。本周，随着流动性和情绪的扰动过去、基本面定价权重提升，市场已经在逐步交易这种配置性价比的提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1344,202608093835928089.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/news/1344,202608093835928089.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":"east_money_stock","symbols":["BK4588","VTHR","TRUI","ARTY","AGIX","CHAT","MADE","UXI","VIS","XLII","IYJ","REGS","DVIN","XLIX","FRTY","QTOC","AIPO","PJFM","FIDU","BK4585","PSCI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658998674","title":"國信策略：再議科技M頂 科技第二波何時來？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658998674","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658998674?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 16:30","pubTimestamp":1786264200,"startTime":"0","endTime":"0","summary":"6月下旬以来电子、通信等AI科技板块大幅调整，近期行情有所企稳，很多投资者对科技的第二波行情何时启动讨论升温。那么历史上高景气行业M顶的第二波行情如何演绎？AI科技行情第二波机会启动需要关注什么？M顶绝对高点形成主因产业不利变化压缩远期预期，且交易趋于极致。AI算力硬件等领域或已处M顶区域，第二波行情启动条件正在逐步累积。","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":"https://finance.sina.com.cn/stock/bxjj/2026-08-09/doc-inimtchr5639219.shtml","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":"sina","symbols":["FRTY","MADE","159982","BK4585","PSCI","UXI","VIS","XLIX","XLII","IYJ","PJFM","ARTY","TRUI","DVIN","FIDU","399300","BK4588","REGS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658778266","title":"大跌之後如何收復失地？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658778266","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658778266?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 00:00","pubTimestamp":1786204800,"startTime":"0","endTime":"0","summary":"三类典型案例","market":"fut","thumbnail":"/images/default-image.jpg","type":0,"news_type":0,"thumbnails":["/images/default-image.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5971087","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":"gelonghui_subject4","symbols":["XLIX","BK4585","CHAT","DVIN","MADE","REGS","UXI","FIDU","AIPO","QTOC","VIS","BK4588","TRUI","XLII","IYJ","FRTY","AGIX","PJFM","PSCI","VTHR","ARTY"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":8,"pageCount":4,"totalSize":156,"code":"91000000","status":"200"}]}}