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

自ChatGPT問世以來，美股「七巨頭」首次出現走勢分化

环球市场播报

澳洲擬修訂法案鼓勵科技巨頭為新聞內容付費

「AI紙面財富」席捲美股財報季：Anthropic與OpenAI股權大幅推高科技巨頭盈利華爾街轉向審判現金流

美股開盤｜標普高開0.3%；阿里巴巴升逾3%、亞馬遜漲近3%；科技巨頭股走強

聯儲局或9月加息？科技巨頭悲喜兩重天

AI能否回本？科技巨頭本周的股價走勢，市場給出了答案

华尔街见闻

分析：本周財報季六大科技巨頭市值合計波動近 2 萬億美元，AI 投資回報成市場分化關鍵

科技巨頭重燃芯片股希望，美債會成為反彈絆腳石嗎？

美股點金丨科技巨頭重燃芯片股希望，美債會成為反彈絆腳石嗎？

AI「燒錢」效應蔓延：北美科技巨頭CDS七月全線飆升信用市場風險補償要求顯著提升

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

科威特突發，摧毀多架伊朗無人機！美五角大樓欲大規模採購攔截導彈！美石油巨頭盈利暴增，科技巨頭分化

美股盤後速遞：三大股指期貨集體上漲，科技七巨頭、存儲芯片股走弱，美光、西部數據下跌；油價大漲；聯儲局主席考慮減少議息會議頻次

美國四大科技巨頭競逐AI，支出承諾總計超2萬億美元

环球市场播报

美國四大科技巨頭競逐AI 支出承諾總計超2萬億美元

現金縮水、內存成本飆升：科技巨頭AI建設代價高昂

环球市场播报

7450億美元砸向AI基建的背後：科技巨頭加速燒錢，華爾街愈發審慎

基金經理：市場對美股「七大科技巨頭」擔憂升温，資金開始放眼海外

环球市场播报

科技巨頭AI投資狂潮總投入突破1萬億美元

环球市场播报

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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15:57","pubTimestamp":1785743825,"startTime":"0","endTime":"0","summary":"7月30日凌晨,美联储的FOMC如预期般以9比3的投票结果将利率维持在3.50%至3.75%区间。会后声明几乎没有实质性修改，美联储也没有在新闻发布会上提供任何政策前瞻指引，也未解释委员会对当前通胀形势的具体判断。目前市场隐含的9月加息概率已从发布会前的80%以上降至接近60%。这实际上意味着：金融条件已经明显收紧，因此美联储暂时无需进一步加息。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202608/03/20260803297202.jpg","type":0,"news_type":0,"thumbnails":[" 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19:06","pubTimestamp":1785668789,"startTime":"0","endTime":"0","summary":"本周华尔街释放出明确信号：AI投资回报正沿着云计算业务加速兑现。微软、亚马逊和谷歌云业务收入强劲增长，带动股价大幅上涨；相比之下，缺乏成熟云业务变现渠道的Meta，虽然持续加码AI投入，却尚未形成直接盈利回报，股价承压。市场正在重新定价AI赢家，不再单纯奖励投入规模，而更关注企业将AI转化为收入、利润和现金流的能力。","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://wallstreetcn.com/articles/3778516","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":["CHAT","TSLA","VTHR","AAPL","ARTY","META","GOOG","XMAG","AGIX","AMZN","NVDA","MSFT","AIPO","QTOC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656312023","title":"分析：本周財報季六大科技巨頭市值合計波動近 2 萬億美元，AI 投資回報成市場分化關鍵","url":"https://stock-news.laohu8.com/highlight/detail?id=2656312023","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656312023?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 16:31","pubTimestamp":1785659463,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 CNBC 报道，本周已公布财报的 6 家美国科技巨头市值合计变动接近 2 万亿美元，投资者正在根据云业务增长与 AI 资本支出回报挑选赢家。\n\nAlphabet、亚马逊和微软市值合计增加近 1.5 万亿美元，其中微软增加逾 6000 亿美元，亚马逊与 Alphabet 均增加逾 4000 亿美元。\n\n与此同时，苹果市值蒸发逾 3500 亿美元，Meta 减少约 850 亿美元，特斯拉减少约 70 亿美元。苹果虽在营收、盈利及 iPhone 销售方面超过预期，但预计本季度营收增长 9% 至 11%，低于分析师预期的 12%，并称存储芯片短缺及晶圆产能竞争将继续限制供应，其股价周五收跌逾 7%。\n\n亚马逊二季度 AWS 收入同比增长 37%，创 2021 年以来最快增速，推动其股价周五上涨逾 15%。公司同时将 2026 年资本支出预期由 2000 亿美元上调至 2200 亿美元。微软周四上涨 15%，Meta 则下跌 8%，显示市场对两家公司 AI 投资回报的判断明显分化。\n\nJefferies 表示，科技巨头未来 12 个月 AI 支出正趋近 8000 亿美元。当前市场争论已不再是 AI 是否存在真实需求，而是长期利润能否支撑如此大规模投资。 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信用市場風險補償要求顯著提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2656039311","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656039311?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 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20:38","pubTimestamp":1785501480,"startTime":"0","endTime":"0","summary":"美股科技巨头计划继续在人工智能（AI）上投入巨资，而投资者则需要看到更多切实可见的回报成果。近日，美股AI巨头陆续公布年中财报。其中，Meta、谷歌母公司Alphabet和亚马逊再度上调2026年资本开支指引。算上微软，目前四大巨头的全年资本上限有望达到7450亿美元，该数字将远超2025年的4558亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607313828571017.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/202607313828571017.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":["AIPO","FAZ","AAPL","CHAT","GOOG","VTHR","AGIX","AMZN","ARTY","QTOC","TSLA","META","NVDA","MSFT","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655351176","title":"基金經理：市場對美股「七大科技巨頭」擔憂升温，資金開始放眼海外","url":"https://stock-news.laohu8.com/highlight/detail?id=2655351176","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655351176?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 17:16","pubTimestamp":1785489360,"startTime":"0","endTime":"0","summary":"美股 “七大科技巨头” 持仓集中度过高，让投资组合抗风险能力变弱。出于对美股七大科技巨头一家独大的顾虑，资金开始分散配置，降低美股持仓依赖。这位任职于骏利亨德森全球阿尔法股票团队的基金经理在专访中称：“资金明显开始主动布局美国以外的市场。”麦克马纳斯称，大量投资者重仓集中在少数美股大盘科技股，一旦这批龙头行情走弱，整个投资组合会承受巨大压力。","market":"sg","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/2026-07-31/doc-iniksxpi1227414.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":["MSFT","GOOG","AAPL","TSLA","AMZN","XMAG","META","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655351344","title":"科技巨頭AI投資狂潮 總投入突破1萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2655351344","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655351344?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 17:06","pubTimestamp":1785488760,"startTime":"0","endTime":"0","summary":"自三年半前各大企业开启AI主导权争夺战以来，四大超大规模云服务商累计资本投入已突破1万亿美元。根据四家企业近两周披露的财报，从2023年AI产业热潮兴起至今年6月末，谷歌、亚马逊、微软、Meta合计资本开支高达1.1万亿美元。目前两家AI实验室均有上市规划。Meta没有云业务，但表示AI有效优化广告精准投放；公司本季度总营收同比大涨28%，达到610亿美元。","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/usstock/c/2026-07-31/doc-iniksxpi1220778.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":["META","QTOC","VTHR","TSLA","ARTY","AAPL","MSFT","XMAG","NVDA","CHAT","AGIX","GOOG","AMZN","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"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":["PSCI","GOOG","MADE","QTOC","ARTY","MSFL","XMAG","META","TRUI","METW","AMZN","AFLG","UXI","VTHR","AIPO","GOU","GOOP","AMZY","GOOX","GOOY","IYJ","AMZU","GGLL","MSFW","FIDU","AINT","AMZW","METD","MSFO","GOOGL","VIS","XLII","FBY","FBYY","MSFX","QIDX","DVIN","REGS","METU","MSFT","AMZP","AMZD","CHAT","FRTY","PJFM","GOOW","AGIX","AMZZ","MSFU","AZYY","XLIX","MSFD","MSFY","GGLS","APRP","FBL"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":200,"code":"91000000","status":"200"}]}}