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老虎中美互联网巨头ETF

43.69

0.0000

成交量：- -

成交额：- -

市值：- -

市盈率：- -

高：43.69

开：43.69

低：43.69

收：43.69

52周最高：45.47

52周最低：23.87

股本：- -

流通股本：25.40万

量比：- -

换手率：- -

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

深夜集体跳水！科技股全线下跌！

日经指数下跌0.3% 受科技股拖累

环球市场播报

美国股指期货基本持平投资者在假日周末消化持续的科技股抛售潮

环球市场播报

欧洲股市表现平淡科技股承压达索系统股价下跌

环球市场播报

扎堆调研！外资机构盯上中国科技股（附表格）

科技股神话破灭？ZOOM、Snowflake领跌，传统股逆势新高

上周科技股和贵金属暴跌时，全球资金逃向了哪里？

杨德龙：马年行情机会与风险并存坚持价值投资理念至关重要

今夜，直线闪崩！

中国基金报

和讯投顾朱一鸣：双创指数及科技股继续下跌，高股息板块则轮流表现

博时基金：美股科技股回调，降息预期略上升

高盛全球宏观论坛：预计2026年亚洲区股票表现最强劲科技股仍是领头羊

但斌出手，大幅度加仓！

港股三大指数全线收涨 AI、创新药及影视板块表现强劲机构仍看好科技股基本面 | 港股日报

东方财富Choice...

回调不是虚惊一场，科技股投资开始“去伪求真”

情绪与指数共振上行，AI链为代表的科技股方向领衔反弹

道指再创新高，美股科技股反弹，甲骨文飙涨9%，金银、原油大涨

大摩力挺科技股：AI投资周期波动不改强劲基本面，反弹仍有后劲

摩根士丹利策略师Wilson认为科技股抛售后人工智能板块存在机遇

环球市场播报

科技巨头AI投资飙升至千亿美元现金流承压、融资需求上升冲击科技股

环球市场播报

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集体跳水！科技股 全线下跌！","url":"https://stock-news.laohu8.com/highlight/detail?id=2612468460","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612468460?lang=zh_cn&edition=fundamental","pubTime":"2026-02-17 22:36","pubTimestamp":1771339014,"startTime":"0","endTime":"0","summary":"美股市场情绪有点低落！周二美国盘前，美国股指期货大幅跳水，纳斯达克指数期货一度跌超1%。大型科技股全线下跌，美光科技跌超2%，甲骨文跌近2%，英伟达、特斯拉跌超1%。市场分析人士指出，受人工智能相关担忧的影响，美股市场情绪趋于谨慎。接下来，行情会如何演绎呢？美股全线跳水周二，美股三大股指期货全线下挫。","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://finance.eastmoney.com/a/202602173651306089.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_eastmoney","symbols":["BK1147","VGT","BK4585","03086","TTTN","XLK","BK4588"],"gpt_icon":0},{"id":"2612443348","title":"日经指数下跌0.3% 受科技股拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=2612443348","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612443348?lang=zh_cn&edition=fundamental","pubTime":"2026-02-17 08:17","pubTimestamp":1771287420,"startTime":"0","endTime":"0","summary":"日本股市走低，因市场对人工智能（AI）造成干扰的担忧情绪持续。日经指数下跌0.3%，至56，659.77点。科技股领跌。Recruit Holdings下跌3.0%，野村综合研究所下跌3.7%，软银集团下跌3.3%。美元兑日元报153.35日元，周一东京股市收盘时报153.14日元。投资者正关注首相高市早苗提振该国经济的政策举措及其市场影响。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","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/2026-02-17/doc-inhnapmq2221659.shtml","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":"sina","symbols":["BK4585","DXJ","EWJ","BK1147","BK4588","XLK","TTTN","03086","VGT"],"gpt_icon":0},{"id":"2612377433","title":"美国股指期货基本持平 投资者在假日周末消化持续的科技股抛售潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2612377433","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612377433?lang=zh_cn&edition=fundamental","pubTime":"2026-02-17 07:46","pubTimestamp":1771285560,"startTime":"0","endTime":"0","summary":"继科技股又经历残酷的一周后，美国股指期货亚洲时段周二早盘时段基本持平。　　道琼斯指数期货最新上涨约80点，涨幅0.2%。　　黄金和白银期货周一下跌，而比特币仍低于70，000美元的水平。原油期货上涨超过1%，因投资者仍对美国可能对伊朗采取军事行动感到焦虑。　　上周五市场收盘大多走高，不过由于对未来AI可能造成颠覆的担忧继续严重拖累科技股，美国三大股指当周累计均收低。　　与此同时，第四财季的财报季即将结束。","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/2026-02-17/doc-inhnapmq2213270.shtml","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":"sina","symbols":["BK1147","TTTN","BK4588","XLK","VGT","03086","BK4585"],"gpt_icon":0},{"id":"2612848422","title":"欧洲股市表现平淡 科技股承压 达索系统股价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2612848422","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612848422?lang=zh_cn&edition=fundamental","pubTime":"2026-02-17 02:22","pubTimestamp":1771266120,"startTime":"0","endTime":"0","summary":"欧洲股市表现平淡，因围绕人工智能对工业软件颠覆性影响的担忧抵消了银行股反弹的影响。达索系统股价下跌10%。　　斯托克欧洲600指数收盘基本持平。除银行股外，电信和保险类股表现优于大盘，而媒体和科技股领跌。西门子股价下跌6.4%，SAP SE下跌2%。　　欧洲基准股指持续徘徊于上周创下的纪录高点下方。财报季表现喜忧参半：企业整体盈利增长态势良好，但未能达标的公司却遭受重创。","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/world/2026-02-17/doc-inhnaavu2395180.shtml","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":"sina","symbols":["BK1147","03086","VGT","XLK","BK4588","TTTN","VT","BK4585"],"gpt_icon":0},{"id":"2611290111","title":"扎堆调研！外资机构盯上中国科技股（附表格）","url":"https://stock-news.laohu8.com/highlight/detail?id=2611290111","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611290111?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 18:17","pubTimestamp":1771150620,"startTime":"0","endTime":"0","summary":"中国的科技创新能力正不断引发全球资本关注。　　Wind数据显示，2026年以来，外资机构共调研了189家A股上市公司，并且明确聚焦电力设备、电子、机械设备等硬科技板块。　　部分外资机构认为，中国拥有庞大的科技板块，内需、创新和高科技投资将是2026年中国经济增长的关键驱动。从调研内容来看，公司海内外电网业务发展情况是机构关注焦点，华明装备称，目前公司产品已进入全球上百个国家及地区，全球大大小小的变压器厂都是公司的客户。","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://finance.sina.com.cn/roll/2026-02-15/doc-inhmwwmh3820956.shtml","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":"sina","symbols":["TTTN","BK4588","BK4585","BK1147","03086","XLK","VGT"],"gpt_icon":0},{"id":"2611414491","title":"科技股神话破灭？ZOOM、Snowflake领跌，传统股逆势新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2611414491","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611414491?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 08:00","pubTimestamp":1771113659,"startTime":"0","endTime":"0","summary":"近期，美股软件与服务板块持续承压，曾被视为云计算领域标杆的ZOOM通讯与Snowflake股价大幅下挫，引发市场对科技股估值逻辑的深度反思。另一云计算明星Snowflake同样遭遇滑铁卢。与科技股形成鲜明对比的是，康菲石油、宝洁、沃尔玛等传统行业龙头股价过去五年持续攀升。这一观点与巴菲特清仓Snowflake、资金流向传统股的现象不谋而合。ZOOM与Snowflake的跌落神坛，暴露了市场对“高增长故事”的过度追捧与理性回归。","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/2026/02/15080055891650.shtml","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":"jinrongjie_highlight","symbols":["LU0097036916.USD","TTTN","03086","BK4535","VGT","BK4505","LU0889565833.HKD","LU1803068979.SGD","BK4548","LU1861215975.USD","LU2290526834.HKD","LU2360107168.USD","BK4503","LU1923623000.USD","LU2250418816.HKD","BK4607","LU1951200564.SGD","BK4551","BK4554","LU0109392836.USD","LU0719512351.SGD","LU1852331112.SGD","LU0082616367.USD","BK4116","XLK","LU1951198990.SGD","SNOW","LU1861220033.SGD","LU0056508442.USD","BK1147","BK4585","BK4581","BK4559","BK4588","BK4532","LU2360106780.USD","BK4613"],"gpt_icon":0},{"id":"2611815570","title":"上周科技股和贵金属暴跌时，全球资金逃向了哪里？","url":"https://stock-news.laohu8.com/highlight/detail?id=2611815570","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611815570?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 19:12","pubTimestamp":1770981139,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，截至2月11日当周，欧洲和亚洲股票基金资金强劲流入，投资者因担忧估值过高和人工智能相关支出不断增长而减持美国大型股。LSEG Lipper数据显示，全球股票基金连续第五周净流入，资金总额达255.4亿美元，其中欧洲基金净流入175.3亿美元，创下至少自2022年以来单周最高纪录;亚洲基金净流入约62.8亿美元。与此同时，美国股票基金当周净流出14.2亿美元，这是三周以来的首次净流出。","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/1405299.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":["03086","XLK","TTTN","BK4585","VGT","BK4588","BK1147"],"gpt_icon":0},{"id":"2611539134","title":"杨德龙：马年行情机会与风险并存 坚持价值投资理念至关重要","url":"https://stock-news.laohu8.com/highlight/detail?id=2611539134","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611539134?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 16:39","pubTimestamp":1770971940,"startTime":"0","endTime":"0","summary":"蛇年行情即将收官。回顾整个蛇年的行情，市场赚钱效应比较强。市场呈现出分化的格局，银行股等红利股大幅上涨，以及代表科技创新方向的双创板块大幅上升，带来了比较强的赚钱效应。但是很多传统板块并没有上涨。　　从资金面来看，过去一年我国居民储蓄大幅增长，居民存款余额突破165万亿。　　从风险和挑战来看，实体经济的运行数据目前还不理想，还需要进一步提升。","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/money/fund/jjsy/2026-02-13/doc-inhmskfc5945509.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":["BK4588","03086","BK4585","TTTN","XLK","SINA","BK1147","VGT"],"gpt_icon":0},{"id":"2611497559","title":"今夜，直线闪崩！","url":"https://stock-news.laohu8.com/highlight/detail?id=2611497559","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611497559?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 00:27","pubTimestamp":1770913662,"startTime":"0","endTime":"0","summary":"【导读】深夜，黄金白银闪崩暴跌！科技股又跳水了，仅剩存储芯片暴涨；中概股大跌大家好，今晚继续关注一下海外的市场表现！贵金属闪崩，伦敦黄金、白银现货价格直线下挫，分别大跌2.71%和7.06%。科技股又跳水了！2月12日晚间，美股三大指数震荡跳水，道指微跌，纳斯达克指数跳水跌超1%，标普500指数跌幅扩大至0.5%。资金流向更具周期性的市场领域，沃尔玛股价大涨近4%、创新高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602133649572747.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/202602133649572747.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":["VGT","03086","TTTN","BK4585","XLK","BK1147","BK4588"],"gpt_icon":0},{"id":"2610926331","title":"和讯投顾朱一鸣：双创指数及科技股继续下跌，高股息板块则轮流表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2610926331","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610926331?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 20:34","pubTimestamp":1770899647,"startTime":"0","endTime":"0","summary":"2月12日，和讯投顾朱一鸣称，指数已收盘，两市成交量不到2万亿，与昨日相比大幅缩量，且昨日诸多判断在今日盘面得到印证。　　盘面上，双创指数及科技股继续下跌，高股息板块则轮流表现，资源类、能源类、港口、煤炭、船舶、农业等均有不同程度上涨。　　这种“涨指数跌个股”的行情自1月中旬开始，已持续近一个月。朱一鸣认为，年前高股息板块或有一波不错的红包行情，年后也可能存在机会，建议投资者务必重视。","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://sc.stock.cnfol.com/shichangceping/20260212/32015889.shtml","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":"zhongjincaijing_highlight","symbols":["XLK","BK4585","BK4588","BK1147","VGT","TTTN","159207","03086"],"gpt_icon":0},{"id":"2610939844","title":"博时基金：美股科技股回调，降息预期略上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2610939844","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610939844?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 19:13","pubTimestamp":1770808380,"startTime":"0","endTime":"0","summary":"宏观经济方面，美国2026年1月ISM制造业PMI显著好于预期，重返扩张区间。美国2026年1月ISM制造业PMI录得52.6%大幅高于预期值48.5%和前值47.9%；新订单指数57.1%，制造业复苏信号强劲。美国2025年12月JOLTS职位空缺数为654.2万，较前值减少38.6万，低于预期值725万；劳动力需求持续走弱。　　美国2026年1月ADP私人部门就业新增远低于预期。市场降息预期略上升，首次降息时间仍可能在6月。","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://finance.sina.com.cn/money/fund/jjh/2026-02-11/doc-inhmnaif4604980.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":["IWN","VGT","BK1147","TTTN","UWM","VT","BK4588","03086","BK4550","BK4535","IWM","XLK","BK4581","TZA","BK4534","TWM","IWO","TNA","MNQmain","HK0000934320.USD","SRTY","RWM","BK4585"],"gpt_icon":0},{"id":"2610939815","title":"高盛全球宏观论坛：预计2026年亚洲区股票表现最强劲 科技股仍是领头羊","url":"https://stock-news.laohu8.com/highlight/detail?id=2610939815","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610939815?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 19:11","pubTimestamp":1770808284,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛2026年全球宏观论坛 近期于香港举行，高盛的经济学家们预计2026年全球实际GDP将实现2.9%的稳健增长，高于市场普遍预期。与去年普遍看好美股的结果相比，今年论坛现场的及时投资者调研有超过60%的与会者们认为就区域而言，亚洲区除日本外的股票2026年的表现会最强劲；就板块而言，科技股仍将会是领头羊。","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/1404288.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":["IE0004086264.USD","BK4585","LU0106831901.USD","LU1894683348.USD","LU2471134796.USD","LU2750360997.AUD","03086","IE00B19Z3581.USD","LU2750360641.GBP","LU0345770993.USD","LU1868837300.USD","BK4533","LU2237443895.HKD","LU2471134523.USD","BK4127","LU1868836914.USD","IE00BSNM7G36.USD","IE0002270589.USD","LU0251142724.SGD","LU1868836757.USD","LU2237443622.USD","BK4504","IE00BFXG1179.USD","LU1668664300.SGD","LU2265009873.SGD","BK4550","BK4552","LU0061475181.USD","LU0345770308.USD","LU0096364046.USD","GSX","LU0742534661.SGD","XLK","VGT","IE0004091025.USD","LU1791807156.HKD","LU1868836591.USD","LU1894683264.USD","LU1804176565.USD","BK4516","LU2237443549.SGD","LU0048573561.USD","LU1868837136.USD","LU0251131958.USD","BK4588","LU2237443978.SGD","TTTN","IE0034235188.USD","BK1147","LU2471134879.HKD"],"gpt_icon":0},{"id":"2610820469","title":"但斌出手，大幅度加仓！","url":"https://stock-news.laohu8.com/highlight/detail?id=2610820469","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610820469?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 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09:22","pubTimestamp":1770686561,"startTime":"0","endTime":"0","summary":"　　昨日市场迎来普涨反弹，三大指数全线上扬，创业板指涨近3%，全市场超4600只个股飘红。","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://sc.stock.cnfol.com/zldongxiang/20260210/32009115.shtml","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":"zhongjincaijing_highlight","symbols":["VGT","BK1147","BK4585","03086","BK4588","XLK","TTTN"],"gpt_icon":0},{"id":"2610207662","title":"道指再创新高，美股科技股反弹，甲骨文飙涨9%，金银、原油大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2610207662","media":"21经济网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610207662?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 07:19","pubTimestamp":1770679194,"startTime":"0","endTime":"0","summary":"当地时间2月9日，美国三大股指全线收涨，在科技股的带领下，纳指涨近1%，道指微涨，再创历史新高，标普500指数上涨0.5%，距离历史高点仅一步之遥。美国大型科技股多数在近期人工智能引发的抛售后反弹上涨，万得美国科技七巨头指数上涨1.02%。芯片概念分化，芯片股指数上涨1.9%，甲骨文涨超9%，微软、博通涨超3%，美光科技、闪迪跌近3%。商品方面，黄金延续上周反弹趋势，现货黄金日内涨近2%，突破5050美元关口。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210072015a490bff9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Wilson领导的团队表示，大型科技股的营收增长预期已达到“数十年来的最高水平”，而近期市场波动后，其估值有所下降。Wilson在一份报告中写道：“像上周那样的时期在重大投资周期中并不罕见。尽管如此，人工智能赋能者行业的基本面依然强劲，我们认为人工智能采用者市场的价值仍然被低估了。”Wilson团队的分析显示，投资者尚未以更具结构性的方式加强对资本支出的约束。","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/1403336.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":["LU1074936037.SGD","LU0882574139.USD","LU1720051108.HKD","TTTN","LU1791710400.SGD","LU0912757837.SGD","LU1732800096.USD","LU1363072403.SGD","LU2133065610.SGD","LU0795875169.SGD","LU0234570918.USD","LU2023251221.USD","LU1668664300.SGD","VGT","LU2357305700.SGD","LU0320765646.SGD","LU1732799900.SGD","IE00BZ1G4Q59.USD","LU2028103732.USD","LU1791710582.SGD","BK4127","LU1244550494.USD","LU0225283273.USD","BK4581","LU2111349929.HKD","BK4504","LU1989772923.USD","BK4516","LU2089283258.USD","LU1244550577.SGD","LU2271345857.HKD","03086","LU1162221912.USD","LU1989772840.SGD","LU0795875086.SGD","LU1720051017.SGD","BK4534","IE00BKVL7J92.USD","LU0158827948.USD","LU0971096721.USD","LU0098860793.USD","LU1244550221.USD","LU2347655156.SGD","LU0006306889.USD","LU0158827781.USD","XLK","LU0267386448.USD","LU0314104364.USD","BK1147","LU2089284900.SGD"],"gpt_icon":0},{"id":"2610354926","title":"摩根士丹利策略师Wilson认为科技股抛售后人工智能板块存在机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2610354926","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610354926?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 17:46","pubTimestamp":1770630360,"startTime":"0","endTime":"0","summary":"摩根士丹利策略师指出，尽管近期人工智能股票交易波动剧烈且围绕资本支出的质疑不断，该板块仍有进一步上涨空间。　　由Michael Wilson领导的团队指出，市场对人工智能应用企业的估值仍显不足，而人工智能赋能企业仍具备基本面利好。　　值得注意的是，科技七巨头的预期市盈率已降至27倍，自2023年初人工智能热潮兴起以来仅处于第12百分位水平。　　他们认为美元走弱将提振科技巨头业绩，因其国际销售业务占比较高。","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/2026-02-09/doc-inhmfivh2141841.shtml","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":"sina","symbols":["LU0158827781.USD","VGT","LU0225283273.USD","LU0795875086.SGD","LU1244550494.USD","LU1989772923.USD","LU2023251221.USD","BK4534","XLK","LU2089283258.USD","LU1074936037.SGD","LU1244550577.SGD","LU1720051108.HKD","BK4516","LU0314104364.USD","LU1720051017.SGD","LU0106261372.USD","BK4127","BK1147","LU0106831901.USD","LU0528227936.USD","BK4588","LU1732800096.USD","TTTN","LU1244550221.USD","LU0557290698.USD","LU1989772840.SGD","IE00BKVL7J92.USD","LU1732799900.SGD","LU2028103732.USD","LU1791710582.SGD","IE00BZ1G4Q59.USD","BK4585","LU1548497426.USD","LU2357305700.SGD","MS","LU0320765646.SGD","BK4504","161631","LU0006306889.USD","LU0267386448.USD","LU0882574139.USD","03086","LU1162221912.USD","BK4581","LU0912757837.SGD","LU0158827948.USD","LU0971096721.USD","LU0098860793.USD"],"gpt_icon":0},{"id":"2610681849","title":"科技巨头AI投资飙升至千亿美元 现金流承压、融资需求上升冲击科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=2610681849","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610681849?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 14:55","pubTimestamp":1770620100,"startTime":"0","endTime":"0","summary":"大型科技公司今年将不得不筹集数百亿美元资金，以支撑其在人工智能领域不断飙升的投资规模。即便是全球最赚钱的一些企业，资本支出增长也已超过现金流入速度。　　过去两周，Google母公司Alphabet、亚马逊和Meta相继公布的AI投资计划规模之大令投资者感到意外。根据S&P Capital IQ的估算，该公司今年计划的2000亿美元资本支出可能将超过其约1800亿美元的经营现金流。","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/2026-02-09/doc-inhmfcph5406225.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":["03086","GOOG","NVDA","TTTN","MSFT","BK4588","XLK","BK1147","VGT","META","AAPL","AMZN","TSLA","BK4585","159399","XMAG"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":197,"code":"91000000","status":"200"}]}}