美股詳情

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Defiance Large Cap ex-Mag 7 ETF

25.52

+0.22500.89%

成交量：1.22萬

成交額：31.18萬

市值：1.93億

市盈率：- -

高：25.64

開：25.57

低：25.45

收：25.30

52周最高：26.92

52周最低：21.57

股本：755.00萬

流通股本：755.00萬

量比：0.10

換手率：0.16%

股息：0.11

股息率：0.45%

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

AI暗雷！美科技巨頭表外負債膨脹至3萬億美元，約為年資本開支的5倍

华尔街见闻

3萬億美元「隱形負債」浮出水面！AI狂歡背後，九大科技巨頭藏着什麼？

FX168全球投资

先生成後治理美媒：AI垃圾內容氾濫成災科技巨頭也坐不住了

凤凰网科技

科技巨頭融資洪流屢創紀錄，30年期美債收益率創近20年來新高! AI超級周期邁入「資本即算力」新階段

美股收跌，「科技七巨頭」集體下挫！特朗普最新表態

大河财立方

美股九大科技巨頭被曝藏3萬億美元「表外賬單」，AI時代「次貸危機」警報拉響？

「投入開始轉化為盈利」：華爾街策略師認為科技巨頭AI投資即將迎來回報

环球市场播报

AI軍備競賽成本被低估：美九大科技巨頭暗藏3萬億美元賬單

凤凰网科技

美股盤後速遞：三大股指期貨齊跌，科技七巨頭分化，芯片股普遍上漲；油價大漲；金銀價格齊漲；特朗普稱將宣佈霍爾木茲海峽為美國領土

8月值得佈局的「華麗七巨頭」標的

环球市场播报

近期科技巨頭Earnings call：哪些AI新敍事？

調查：全球科技巨頭AI加速搶佔韓國搜索市場，NAVER等本土服務面臨顯著差距

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

6500字「檄文」殺入AI圈，萬億科技巨頭要改遊戲規則

凤凰网港股

AI債務狂潮遭遇「消化不良」，華爾街開始重新審視科技巨頭髮債熱潮

华尔街见闻

AI紅利湧向傳統行業！從垃圾車到保險經紀科技巨頭之外也可「收割」利潤

ChatGPT時代首次！「科技七巨頭」財報引爆超預期波動，美股分化創三十餘年新高

华尔街见闻

極端分化上演：道指創新高，科技巨頭深夜閃崩，加息預期生變

凤凰网港股

美股盤前七巨頭：英偉達領升，漲勢有望延續

五大科技巨頭未開始數據中心租賃承諾累計達 1.09 萬億美元，為已確認負債近 4 倍

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14:15","pubTimestamp":1787033741,"startTime":"0","endTime":"0","summary":"其核心构成为1.2万亿“未开始租约”与1.9万亿“采购承诺”，均可合法绕开资产负债表。这一数字约为美科技巨头过去一年合计资本支出6000亿美元的5倍。这笔天价账单绝大多数不可撤销且远超当前资本支出，一旦AI营收不及预期，这颗隐性“暗雷”将重创巨头财务状况。","market":"hk","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779679","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":["REGS","AIPO","GOOG","CHAT","BK4585","XLIX","META","TRUI","MSFT","FIDU","NVDA","FRTY","AGIX","TSLA","QTOC","XLII","DVIN","ARTY","UXI","AAPL","VTHR","VIS","PJFM","MADE","BK4588","PSCI","IYJ","XMAG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2660454858","title":"3萬億美元「隱形負債」浮出水面！AI狂歡背後，九大科技巨頭藏着什麼？","url":"https://stock-news.laohu8.com/highlight/detail?id=2660454858","media":"FX168全球投资","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660454858?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 12:57","pubTimestamp":1787029023,"startTime":"0","endTime":"0","summary":"如今，随着统计范围扩大到九家公司，且基于截至2026年6月的最新文件，相关规模被重新上修至接近3万亿美元，显示AI投资链条中的隐性承诺增长速度远超此前预期。Alphabet承诺激增152%在这份拆解中，Alphabet的变化尤为显著。该公司截至6月30日披露的采购承诺和合同义务达到8110亿美元，较三个月前的3220亿美元大增152%。3万亿美元这一数字并非简单的会计细节，而是意味着AI基础设施竞赛正在形成一个庞大的长期承诺网络。","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":"https://usstock.jrj.com.cn/2026/08/18125758152428.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":"jinrongjie_highlight","symbols":["AAPL","GOOG","XMAG","QTOC","TSLA","NVDA","VTHR","MSFT","ARTY","AIPO","CHAT","AGIX","META"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660455134","title":"先生成後治理 美媒：AI垃圾內容氾濫成災 科技巨頭也坐不住了","url":"https://stock-news.laohu8.com/highlight/detail?id=2660455134","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660455134?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 09:31","pubTimestamp":1787016693,"startTime":"0","endTime":"0","summary":"领英在7月表示，“AI垃圾内容是我们所有人的首要关注重点”，并开发了一个供用户举报此类内容的按钮。在整个互联网上，科技公司正在进行一场“生成式垃圾内容大扫除”。AI垃圾内容已经泛滥到如此程度，以至于词典出版商梅里亚姆-韦伯斯特将其选为2025年的年度词汇。先生成垃圾内容如今，许多正在努力治理AI垃圾内容的科技公司，也正是那些一手制造了它的公司。今年前3个月，TikTok因违反其AI政策删除了超过37.7万条视频。","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":"https://tech.ifeng.com/c/8vgUyqGQZDg","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":"fenghuang_stock","symbols":["QTOC","TSLA","CHAT","NVDA","META","VTHR","XMAG","AGIX","AIPO","AAPL","GOOG","ARTY","MSFT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660445589","title":"科技巨頭融資洪流屢創紀錄，30年期美債收益率創近20年來新高! AI超級周期邁入「資本即算力」新階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2660445589","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660445589?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 09:08","pubTimestamp":1787015282,"startTime":"0","endTime":"0","summary":"科技巨头发债洪流撞上美国政府持续扩张的财政赤字，30年美债收益率创2007年以来新高正如上述内容所描述的那样，史无前例的AI投资热潮已经发生一次极其重要的融资范式切换：从“科技巨头用自身自由现金流建设AI”，进入“全球资本市场共同为AI工厂融资”的全新阶段。","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/1481152.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":["MBOX","PBSE","GQI","BKLG","DYNF","UBmain","XYLG","BUFT","GSUS","FFA","IBTB","TNmain","KHPI","XXV","SPYM","OAKM","VTHR","SCDL","RSEE","TSYX","OBIL","MPAY","QBQF","SCLZ","LDER","FMTM","GSLC","VFMO","EBND","XMAG","IYY","XNTK","ARTY","BSTP","CAIE","CHAT","EQTY","AESR","SPIN","ZFmain","MTUL","SPYT","XLUX","QB","FEX","ZNmain","BMVP","BXMX","AAUA","SPYQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660430951","title":"美股收跌，「科技七巨頭」集體下挫！特朗普最新表態","url":"https://stock-news.laohu8.com/highlight/detail?id=2660430951","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660430951?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 06:59","pubTimestamp":1787007552,"startTime":"0","endTime":"0","summary":"当地时间8月17日，美股三大指数集体收跌，纳指跌0.32%，道指跌0.51%，标普500指数跌0.52%。“科技七巨头”集体下挫，英伟达跌0.07%，苹果跌0.11%，亚马逊跌0.51%，谷歌跌0.61%，特斯拉跌0.87%，微软跌3.04%，脸书跌3.54%。芯片股多数上涨，费城半导体指数涨1.64%,盘中一度涨近3%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608183843658469.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/202608183843658469.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":["META","MSFT","XMAG","TSLA","AMZN","NVDA","GOOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660804544","title":"美股九大科技巨頭被曝藏3萬億美元「表外賬單」，AI時代「次貸危機」警報拉響？","url":"https://stock-news.laohu8.com/highlight/detail?id=2660804544","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660804544?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 20:56","pubTimestamp":1786971390,"startTime":"0","endTime":"0","summary":"截至6月底，Meta尚未生效的租赁承诺总额已达3470亿美元。这场3万亿美元的资产负债表外军备竞赛，正在将科技巨头的财务风险推向一个前所未有的未知水域。摩根大通于2025年10月推出1.5万亿美元“安全与韧性倡议”，摩根士丹利紧随其后宣布同等规模的“美国创新基础设施倡议”。美国银行也加入战局，宣布18个月内投入2500亿美元。今天的AI基建中，3万亿美元的表外承诺同样处于“半透明”状态。","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/1480996.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":["AGIX","NVDA","CHAT","MSFT","TSLA","VTHR","AAPL","GOOG","META","XMAG","ARTY","AIPO","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660481107","title":"「投入開始轉化為盈利」：華爾街策略師認為科技巨頭AI投資即將迎來回報","url":"https://stock-news.laohu8.com/highlight/detail?id=2660481107","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660481107?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 18:33","pubTimestamp":1786962780,"startTime":"0","endTime":"0","summary":"“我们看到迹象，资本投入正在转化为盈利。”微软上季度云营收创下新高，Azure 业务年化销售额首次突破 1000 亿美元，公司预计本季度增速将进一步加快。亚马逊披露，AWS 本季度增速达到 36.7%，创下 18 个季度以来最高水平。Alphabet 云业务同样迎来爆发式增长。“这意味着商业化变现速度有望快于资本投入扩张，支撑后续营收加速增长，同时缓解市场对投资回报率的担忧。”特鲁斯特的勒纳认为，今年剩余时间，科技与 AI 仍是核心交易主线。","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.sina.com.cn/stock/usstock/c/2026-08-17/doc-ininrqsp7727322.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":["AMZN","META","VTHR","XMAG","CHAT","ARTY","AIPO","QTOC","GOOG","NVDA","FAZ","TSLA","AAPL","MSFT","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660016831","title":"AI軍備競賽成本被低估：美九大科技巨頭暗藏3萬億美元賬單","url":"https://stock-news.laohu8.com/highlight/detail?id=2660016831","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660016831?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 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萬億美元，為已確認負債近 4 倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2657599703","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657599703?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 10:03","pubTimestamp":1785895410,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据路透社对 LSEG 数据及公司文件的分析，微软、 Meta 、甲骨文、亚马逊和 Alphabet 已承诺未来支付约 1.09 万亿美元的未开始租赁款项，主要用于AI数据中心，这一规模约为其已确认租赁负债（约 2850 亿美元）的 4 倍。这些承诺尚未计入资产负债表，但已在财务报表附注中披露。其中微软披露额最大，达 3291 亿美元； Meta 披露 2789.9 亿美元，并于 7 月 再签 680 亿美元新增租约；甲骨文披露 2600 亿美元，为已确认负债的近 7 倍，租赁期限一般为 15 至 19 年，且公司已警告若客户不续约或无法履约，可能面临风险； Alphabet 和 亚马逊分别披露 852 亿美元 和 1372.1 亿美元。\n\n分析指出，若 AI 算力需求持续增长，这些设施将支撑下一阶段云业务扩张；若需求不及预期，企业可能被迫为大量长期闲置产能支付高昂成本。标普全球评级已将甲骨文等公司的未开始租赁纳入调整后债务预测。该数据凸显 AI 基础设施扩张给科技巨头带来的潜在长期财务压力。 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