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美股
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Defiance Large Cap ex-Mag 7 ETF
23.18
-0.0122
-0.05%
盤後:
23.00
-0.1828
-0.79%
18:08 EST
成交量:
7.10萬
成交額:
164.56萬
市值:
1.35億
市盈率:
- -
高:
23.28
開:
23.13
低:
23.01
收:
23.20
52周最高:
23.48
52周最低:
17.07
股本:
582.50萬
流通股本:
582.50萬
量比:
1.02
換手率:
1.22%
股息:
0.12
股息率:
0.50%
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
歐洲強硬對抗科技巨頭,或觸怒美國
环球市场播报
·
6小時前
對AI的擔憂抹去數千億美元估值,科技巨頭成輸家
环球市场播报
·
02/16
10萬億美國科技巨頭跌入熊市
21世纪经济报道
·
02/14
科技四巨頭高額資本支出帶來的三重啓示
证券日报
·
02/12
AI驅動下 美國科技巨頭借貸激增
中国新闻网
·
02/11
史上罕見!科技巨頭,驚動市場!劍指AI霸權!
券商中国
·
02/11
為什麼海外科技巨頭燒錢停不下來?
华尔街见闻
·
02/10
圖解熱點: 科技巨頭紛紛佈局,人形機器人元年真的來了嗎?
芝麻AI图解热点
·
02/10
萬億美元市值蒸發後,科技巨頭股表現持穩
环球市场播报
·
02/09
科技巨頭AI投資飆升至千億美元 現金流承壓、孖展需求上升衝擊科技股
环球市场播报
·
02/09
四大科技巨頭今年欲砸6500億美元加碼AI 分析師:別為AGI「傾家蕩產」
第一财经
·
02/08
全球AI競賽持續升温 美國四大科技公司年資本支出計劃達6500億美元
环球网
·
02/07
至少6000億美元!美國科技六巨頭今年繼續砸錢AI,但市場情緒卻在分化
澎湃新闻
·
02/06
美國四大科技巨頭資本支出規模急劇攀升,2026年合計料達約6500億美元
格隆汇
·
02/06
AI基建競賽如火如荼 美科技巨頭資本支出急劇攀升
环球市场播报
·
02/06
啱啱,突發利空!科技巨頭,崩跌!
券商中国
·
02/06
美股遭遇"黑色星期四",中概股逆勢走強:道指暴跌近600點,白銀崩盤單日重挫20%,科技巨頭資本支出引發市場焦慮
金融界
·
02/06
【盤前必讀】科技巨頭財報紛紛「啞火」美股期指全面承壓,存儲芯片暴漲「殃及池魚」QCOM下調業績指引
中文投资网
·
02/05
為何科技巨頭們都要斥巨資投OpenAI?
华尔街见闻
·
02/05
美參議員敦促審查科技巨頭 AI 交易的反壟斷風險
BitPush
·
02/04
更多
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00:39","pubTimestamp":1771346340,"startTime":"0","endTime":"0","summary":"欧洲各国正加大对社交媒体公司的监管压力,以回应对儿童安全问题的公众抗议,但此举可能引发美国的强烈反弹 ——Facebook、马斯克旗下 X 等科技巨头均为美国企业。 继英国采取类似行动后,西班牙周二下令检察官调查 Facebook 母公司 Meta、X 及 TikTok,指控其传播 AI 生成的儿童色情图片。 爱尔兰也正式启动对 X 旗下 AI 聊天机器人 Grok 的调查,聚焦其个人数据处理及生成有害色情图片的问题。","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/2026-02-18/doc-inhncznz5839604.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":["XMAG","META"],"gpt_icon":1},{"id":"2611483194","title":"對AI的擔憂抹去數千億美元估值,科技巨頭成輸家","url":"https://stock-news.laohu8.com/highlight/detail?id=2611483194","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611483194?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 21:00","pubTimestamp":1771246800,"startTime":"0","endTime":"0","summary":"全球市值最高的一批科技股在多年大幅上涨后,今年遭遇市值剧烈下挫。原因是投资者开始质疑:在人工智能领域的巨额投入,能否产生足够回报,支撑当前的高估值。 微软 今年以来股价已下跌约 17%,市场担忧其 AI 业务面临风险,且来自谷歌最新的 Gemini 模型与安锡范的 Claude Cowork AI 智能体的竞争不断加剧。 截至上周五,微软市值蒸发约 6130 亿美元,降至约 2.98 万亿美元。 本月早些时候,亚马逊预计今年资本支出将激增 50% 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2月13日,美国科技巨头亚马逊收盘报198.79美元/股,市值2.1万亿美元,为连续第9日下跌,创下2006年7月以来最长的连跌纪录。亚马逊股价较近期高点累计下跌超23%,已进入技术性熊市,成为Mag7中第二家跌入熊市的公司。其中,瑞银集团减持了1004.2万股英伟达,减持幅度达11.47%。 美国银行认为,2020年以来,以“七巨头”为代表的科技巨头在美股市场上的领导地位正面临“重大威胁”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-02-14/doc-inhmuxue4741662.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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00:33","pubTimestamp":1770827604,"startTime":"0","endTime":"0","summary":"海外科技巨头财报季落幕。根据最新财报,亚马逊、谷歌、微软和Meta四家科技巨头,在2026年拟用于数据中心与芯片领域的资本支出合计将高达6600亿美元(约合4.6万亿元人民币)。规模如此之高的资本支出,放在全球科技产业的长期投资史中亦属罕见。这一现象迅速引发市场对“回报周期是否被拉长”“AI投资是否存在阶段性过热”等问题的广泛讨论。","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/202602123648291195.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":["BK4023","BK4528","MSFT","XMAG","GOOG","BK4585","BK4543","AAPL","BK4551","BK4587","BK4588","AI","META","NVDA","TSLA"],"gpt_icon":0},{"id":"2610348985","title":"AI驅動下 美國科技巨頭借貸激增","url":"https://stock-news.laohu8.com/highlight/detail?id=2610348985","media":"中国新闻网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610348985?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 14:56","pubTimestamp":1770792960,"startTime":"0","endTime":"0","summary":"中新网2月11日电近段时间,由人工智能驱动的支出带来美国科技巨头借贷激增,信贷市场也展现出向其提供融资的强烈意愿。据路透社当地时间10日报道,谷歌母公司Alphabet在不到24小时内发债募集近320亿美元。其中包括罕见的为期100年的英镑债券。数据显示,该债券认购额几乎达到了目标10亿英镑的十倍。上周,甲骨文公司发行债券筹集了250亿美元。“我们正经历一个技术变革的非凡时期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602113647818050.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/202602113647818050.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":["GOOG","NVDA","MSFT","XMAG","TSLA","AAPL","META"],"gpt_icon":0},{"id":"2610677970","title":"史上罕見!科技巨頭,驚動市場!劍指AI霸權!","url":"https://stock-news.laohu8.com/highlight/detail?id=2610677970","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610677970?lang=zh_tw&edition=fundamental","pubTime":"2026-02-11 07:20","pubTimestamp":1770765600,"startTime":"0","endTime":"0","summary":"谷歌在AI霸权路上,再度出手! 据最新消息,科技巨头谷歌的母公司Alphabet计划发行一种极为罕见的百年期债券。这是20世纪90年代末以来,科技企业首次发行此类超长期限债券。 当前,Alphabet正在为其人工智能雄心背后的空前支出计划筹措资金。周一,Alphabet进行了其史上规模最大的美元债券发行,筹资200亿美元,超过最初预期的150亿美元。上周,Alphabet表示,其今年资本支出将高达1850亿美元。","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/2026-02-11/doc-inhmkups0814719.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","AAPL","GOOG","NVDA","TSLA","XMAG","META","MSFT"],"gpt_icon":0},{"id":"2610647615","title":"為什麼海外科技巨頭燒錢停不下來?","url":"https://stock-news.laohu8.com/highlight/detail?id=2610647615","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610647615?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 20:01","pubTimestamp":1770724881,"startTime":"0","endTime":"0","summary":"摩根士丹利最新研究显示,2026年全球云资本支出预计将达7350亿美元,同比增长约60%,连续第三年保持高速扩张。这一增长主要由美国四大云服务商(Meta、Alphabet、Amazon、微软)大幅上调资本支出指引驱动,反映出AI算力需求持续超过供给。分析认为,云服务商面临长期供应限制,需加速投资以匹配需求增长,这将使高强度资本开支周期延续。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765414","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765414","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":["META","MSFT","XMAG","NVDA","AAPL","GOOG","TSLA"],"gpt_icon":0},{"id":"2610648888","title":"圖解熱點: 科技巨頭紛紛佈局,人形機器人元年真的來了嗎?","url":"https://stock-news.laohu8.com/highlight/detail?id=2610648888","media":"芝麻AI图解热点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610648888?lang=zh_tw&edition=fundamental","pubTime":"2026-02-10 17:03","pubTimestamp":1770714180,"startTime":"0","endTime":"0","summary":"声明:市场有风险,投资需谨慎。本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验,因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联系biz@staff.sina.com.cn。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:小浪快报","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/aiassist/tjrd/2026-02-10/doc-inhminue4540959.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":["AAPL","MSFT","XMAG","TSLA","GOOG","META"],"gpt_icon":0},{"id":"2610656028","title":"萬億美元市值蒸發後,科技巨頭股表現持穩","url":"https://stock-news.laohu8.com/highlight/detail?id=2610656028","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610656028?lang=zh_tw&edition=fundamental","pubTime":"2026-02-09 22:22","pubTimestamp":1770646920,"startTime":"0","endTime":"0","summary":"经历单周超万亿美元市值蒸发后,科技巨头股在周一盘前交易中整体持稳,开启新的交易周。盘前交易早盘,甲骨文与微软小幅走高,元宇宙、字母表、亚马逊和英伟达则微幅下跌。人工智能热潮下,各大企业公布 2026 年巨额资本支出计划,引发市场担忧。 截至美国东部时间早 6:40,甲骨文股价上涨 1.6%,微软微涨 0.8%;元宇宙下跌 0.2%,亚马逊持平;字母表下跌 0.5%,英伟达则在周五反弹 7.9% 后,回落约 0.9%。","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/stock/usstock/c/2026-02-09/doc-inhmfumf6165824.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","AAPL","GOOG","NVDA","TSLA","XMAG","META","MSFT"],"gpt_icon":0},{"id":"2610681849","title":"科技巨頭AI投資飆升至千億美元 現金流承壓、孖展需求上升衝擊科技股","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_tw&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},{"id":"2609578143","title":"四大科技巨頭今年欲砸6500億美元加碼AI 分析師:別為AGI「傾家蕩產」","url":"https://stock-news.laohu8.com/highlight/detail?id=2609578143","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609578143?lang=zh_tw&edition=fundamental","pubTime":"2026-02-08 14:46","pubTimestamp":1770533189,"startTime":"0","endTime":"0","summary":"【四大科技巨头今年欲砸6500亿美元加码AI 分析师:别为AGI“倾家荡产”】美国科技巨头大举“撒钱”的举动正令资本市场感到忧虑。上周,在亚马逊宣布计划向人工智能(AI)及相关基础设施领域注资2000亿美元后,股价于6日早盘应声下跌近9%。然而,市场的冷静反应并未浇灭这场AI投资热潮。根据谷歌、微软、亚马逊和Meta在近日披露的最新资本支出计划,这四大科技巨头在2026年的开支总额预计将高达约6500亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602083644810741.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/202602083644810741.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":["LU0055631609.USD","LU0496367417.USD","META","MSFT","XMAG","NVDA","BK4017","AAPL","LU0498741114.HKD","AGI","LU0368265764.SGD","GOOG","AGBK","TSLA","LU0498741890.SGD"],"gpt_icon":0},{"id":"2609548729","title":"全球AI競賽持續升温 美國四大科技公司年資本支出計劃達6500億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609548729","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609548729?lang=zh_tw&edition=fundamental","pubTime":"2026-02-07 09:43","pubTimestamp":1770428589,"startTime":"0","endTime":"0","summary":"据彭博社等外媒报道,全球人工智能赛道竞争日趋白热化,美国四大科技巨头Alphabet、亚马逊、Meta、微软公布2026年资本支出计划,总额高达约6500亿美元,这笔巨资将主要投向数据中心新建及配套设备布局,规模创下本世纪以来新高,也成为全球数据中心建设浪潮加速的重要推手。自公布最新财报及资本支出展望后,四家科技巨头市值累计蒸发超9500亿美元,其中亚马逊股价在周五纽约交易时段一度下跌8%。","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=nesSN20260207094536a6dd88fa&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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Alphabet周三公布的资本支出预测也令投资者感到不安,其高达1850亿美元的支出计划超过了分析师的预期。周四,亚马逊在财报中预计2026年资本支出将高达2000亿美元,其股价在盘后交易中应声重挫。","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":"https://finance.sina.com.cn/stock/usstock/c/2026-02-06/doc-inhkvvnm8263619.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":["MSFT","XMAG","GOOG","META","AMZN"],"gpt_icon":1},{"id":"2609539538","title":"啱啱,突發利空!科技巨頭,崩跌!","url":"https://stock-news.laohu8.com/highlight/detail?id=2609539538","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609539538?lang=zh_tw&edition=fundamental","pubTime":"2026-02-06 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