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ORCX 2倍做多ORCL ETF-Defiance
未开盘 08-05 16:00:00 EDT
21.43
-0.43
-1.97%
盘后
20.85
-0.58
-2.71%
19:59 EDT
最高
22.00
最低
20.93
成交量
238.31万
今开
21.68
昨收
21.86
日振幅
4.89%
总市值
2.71亿
流通市值
2.71亿
总股本
1,264万
成交额
5,108万
换手率
18.85%
流通股本
1,264万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
SpaceX疯狂扩产吞噬算力！2027年GPU紧缺警报再起：法巴银行看CoreWeave(CRWV.US)、Nebius(NBIS.US)、甲骨文(ORCL.US)成最大潜在赢家
智通财经 · 11:15
SpaceX疯狂扩产吞噬算力！2027年GPU紧缺警报再起：法巴银行看CoreWeave(CRWV.US)、Nebius(NBIS.US)、甲骨文(ORCL.US)成最大潜在赢家
期权聚焦 | ORCL看涨情绪高涨，两笔百万美元大单齐买2026年远月Call，押注股价突破165美元
期权女巫 · 09:01
期权聚焦 | ORCL看涨情绪高涨，两笔百万美元大单齐买2026年远月Call，押注股价突破165美元
“AI原生数据库”是伪概念？对话甲骨文副总裁：企业AI落地只看结果
智东西 · 08-05 18:31
“AI原生数据库”是伪概念？对话甲骨文副总裁：企业AI落地只看结果
8 月 5 日，“大空头”原型人物 Michael Burry 披露其最新持仓，其已卖出微软多头头寸，并平仓甲骨文空头及
智通财经 · 08-05 14:43
8 月 5 日，“大空头”原型人物 Michael Burry 披露其最新持仓，其已卖出微软多头头寸，并平仓甲骨文空头及
分析师：OpenAI 和 Anthropic 或占三大云厂商 AI 收入 70% 以上，数据中心投资高度集中风险凸显
链捕手 · 08-05 09:50
分析师：OpenAI 和 Anthropic 或占三大云厂商 AI 收入 70% 以上，数据中心投资高度集中风险凸显
甲骨文AI豪赌引发信用市场担忧，公司面临降级风险
环球市场播报 · 08-04 22:50
甲骨文AI豪赌引发信用市场担忧，公司面临降级风险
期权大单 | SpaceX涨近6%，1325万美元跨式大单押注波动收敛；甲骨文Call占比超七成，CoreWeave暴涨近20%却遭高位Call压制
期权大单 · 08-04 15:00
期权大单 | SpaceX涨近6%，1325万美元跨式大单押注波动收敛；甲骨文Call占比超七成，CoreWeave暴涨近20%却遭高位Call压制
期权聚焦 | ORCL看涨情绪主导！近千万美元牛市价差押注温和上行，高位熊市价差同步收租
期权女巫 · 08-04 09:01
期权聚焦 | ORCL看涨情绪主导！近千万美元牛市价差押注温和上行，高位熊市价差同步收租
ALPHABET上涨3.7%，甲骨文上涨4.6%。
智通财经 · 08-03 22:16
ALPHABET上涨3.7%，甲骨文上涨4.6%。
云计算板块盘初普涨 CoreWeave（CRWV） 涨逾8% 小摩料27年全球云计算资本支出达1.2万亿美元
金吾财讯 · 08-03 21:56
云计算板块盘初普涨 CoreWeave（CRWV） 涨逾8% 小摩料27年全球云计算资本支出达1.2万亿美元
美股云计算服务商持续走高，CoreWeave涨超12%，Meta、甲骨文涨超6%
老虎资讯综合 · 08-03 21:56
美股云计算服务商持续走高，CoreWeave涨超12%，Meta、甲骨文涨超6%
谷歌、微软、亚马逊三大云厂商股票均涨超5%
格隆汇 · 08-03 21:54
谷歌、微软、亚马逊三大云厂商股票均涨超5%
美股异动 | 明星科技股多数上涨 亚马逊(AMZN.US)涨逾5%
智通财经 · 08-03 21:53
美股异动 | 明星科技股多数上涨 亚马逊(AMZN.US)涨逾5%
美股AI算力服务提供商盘前上涨，甲骨文、CoreWeave、Nebius盘前涨近2%
每日经济新闻 · 08-03 16:16
美股AI算力服务提供商盘前上涨，甲骨文、CoreWeave、Nebius盘前涨近2%
HUMAIN:对Mozn进行投资并达成合作，将在全球及本地市场联合打造企业级人工智能解决方案.
智通财经 · 08-03
HUMAIN:对Mozn进行投资并达成合作，将在全球及本地市场联合打造企业级人工智能解决方案.
TrendForce：2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%
金吾财讯 · 08-03
TrendForce：2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%
卡什卡里：数据中心投资近期成为推升通胀的新增需求因素。
智通财经 · 07-31
卡什卡里：数据中心投资近期成为推升通胀的新增需求因素。
美股异动 | 宣布扩大与谷歌云合作 甲骨文(ORCL.US)涨超7%
智通财经 · 07-30
美股异动 | 宣布扩大与谷歌云合作 甲骨文(ORCL.US)涨超7%
甲骨文扩大与谷歌云合作 为企业客户增加Gemini选项
智通财经 · 07-30
甲骨文扩大与谷歌云合作 为企业客户增加Gemini选项
甲骨文(ORCL.US)：客户将能够访问Gemini 3.1 FLASH LITE和3.5 FLASH以进行高级的AI任
智通财经 · 07-30
甲骨文(ORCL.US)：客户将能够访问Gemini 3.1 FLASH LITE和3.5 FLASH以进行高级的AI任
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公司概况
公司名称：
2倍做多ORCL ETF-Defiance
所属市场：
NASDAQ
上市日期：
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主营业务：
发行价格：
--
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09:01","pubTimestamp":1785978065,"startTime":"0","endTime":"0","summary":"今日ORCL期权市场出现两笔超百万美元的远月看涨大单，资金集中买入2026年9月到期、行权价150.00美元及165.00美元的虚值Call，总金额达247.15万美元，显示出强烈的中长期看涨预期。大单交易一笔规模达135.85万美元的CALL买入，是当日最大单腿交易，资金直接押注ORCL在2026-09-18到期前继续上行，目标行权价为150.00美元。若想表达看多观点但不愿承担过高保证金，可考虑构建牛市看涨价差组合，例如买入150.00美元Call并卖出165.00美元Call，以降低权利金成本和持仓风险。","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":"","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":["BK4533","TDIV","LU1934455194.USD","LU1642822529.SGD","LU0738911758.USD","LU2860962120.EUR","LU1366192091.USD","LU1235294995.USD","IE0002270589.USD","LU2237957811.SGD","ORCX","LU0889565833.HKD","LU2360106780.USD","LU1935043023.USD","LU1935042215.USD","LU2458330243.SGD","BK4588","LU0417517546.SGD","LU0082616367.USD","LU1935042488.USD","LU1934455863.HKD","LU2237957902.USD","LU0157215616.USD","LU0965509101.SGD","BK4534","LU0210536198.USD","LU0175139822.USD","LU1720051108.HKD","LU0208291251.USD","IE00B3S45H60.SGD","LU0234572021.USD","LU0476273544.USD","ORCU","IE00B19Z3581.USD","LU1506573853.SGD","BK4097","LU0433182093.SGD","LU0648001328.SGD","LU0553294199.USD","LU1934455277.USD","LU1366333091.USD","LU2896262040.SGD","LU2746668461.USD","LU2543165471.USD","LU2357305700.SGD","LU0320765489.SGD","LU1989772923.USD","LU0353189763.USD","BK4538","BK4543","LU0130102774.USD","IE00BMPRXN33.USD","LU0444973449.USD","LU0719512351.SGD","LU1720051017.SGD","LU1037948541.HKD","LU0289960550.SGD","LU0323591593.USD","ORCS","LU0198837287.USD","UDN","LU2250418816.HKD","IE00BMPRXQ63.HKD","LU0957808578.USD","LU1691799644.USD","LU0980610538.SGD","UUP","LU2326559502.SGD","IE00B7SZLL34.SGD","LU1429558221.USD","LU0256863811.USD","LU1989772840.SGD","LU0965509010.AUD","SG9999003800.SGD","LU1035773651.USD","LU1989764664.SGD","LU1548497426.USD","BK4528","LU0965509283.SGD","LU0070302665.USD","LU2108987350.USD","LU2087625088.SGD","BK4581","BK4585","IGV","LU0068578508.USD","LU1935042991.SGD","LU0109392836.USD","LU1823568750.SGD","LU0661504455.SGD","LU0348723411.USD","LU0444971666.USD","LU1852331112.SGD","IE0009356076.USD","IE00B19Z3B42.SGD","LU0861579265.USD","LU0353189680.USD","LU2236285917.USD","OGIG","LU2458330169.SGD","LU0314106906.USD","IE00BN8TJ469.HKD","SG9999001424.SGD","LU1037948897.HKD","IE0004445239.USD","LU1803068979.SGD","LU1989764748.USD","IE00BMPRXR70.SGD","LU1935043536.SGD","LU1003077747.HKD","LU0545039389.USD","LU0056508442.USD","LU1489326972.SGD","LU0234570918.USD","LU1201861249.SGD","LU0878866978.SGD","IE00B5949003.HKD","LU1815336760.USD","LU2054465674.USD","IE00BLSP4452.SGD","ORCL","SG9999011175.SGD","IE00BBT3K403.USD","LU2746668974.SGD","LU0949170772.SGD","LU1435385759.SGD","LU0081259029.USD","LU1069347547.HKD","IE00B775SV38.USD","LU0985489474.SGD","IE00BLSP4239.USD","LU1046421795.USD","LU0965508806.USD","BK4516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657547521","title":"“AI原生数据库”是伪概念？对话甲骨文副总裁：企业AI落地只看结果","url":"https://stock-news.laohu8.com/highlight/detail?id=2657547521","media":"智东西","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657547521?lang=zh_cn&edition=full","pubTime":"2026-08-05 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和 Anthropic 或占三大云厂商 AI 收入 70% 以上，数据中心投资高度集中风险凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2657991225","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657991225?lang=zh_cn&edition=full","pubTime":"2026-08-05 09:50","pubTimestamp":1785894655,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据科技分析师 Ed Zitron 援引巴克莱、瑞银及富国银行等机构估计，微软、谷歌和亚马逊三大云厂商的AI收入中，来自 OpenAI 和 Anthropic 的算力支出占比可能超过 70%。具体而言，巴克莱分析师 Ross Sandler 估计 2026 年亚马逊AWS的AI收入中约73%来自这两家公司；瑞银分析师 Stephen Ju 估计2026年谷歌云收入中约28%、2027年超48%来自二者；富国银行估计微软 Azure FY2026 约 23%、FY2027 约35%的营收来自这两家AI实验室。\n\n分析指出，AWS 2026 年非 OpenAI/Anthropic 的 AI 收入预计仅约 85 亿美元，而亚马逊当年资本支出预计达 2200 亿美元。谷歌2026年 Vertex AI 平台收入预计约 283 亿美元，但同期OpenAI和Anthropic的算力支出预计超 356 亿美元。微软FY2026 AI收入约 345 亿美元，同期资本支出约 1159 亿美元。该分析引发市场对AI数据中心过度建设及需求可持续性的担忧，并质疑三大云厂商是否应更透明地披露客户收入集中度风险。目前微软、谷歌、亚马逊均未就此公开回应。 ","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://www.chaincatcher.com/article/2280585","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":["FTEC","CHAT","WCLD","MSFX","SPTE","VTHR","TMGN","TRFK","IXN","KQQQ","TRUT","YNOT","MAGO","VONG","JGRO","IYW","XNTK","XLKX","XPND","ARTY","TNXT","MSFO","TIME","LRNZ","XIGV","BCTK","JHMT","QTOC","USMD","EO","JXX","PSAI","THNQ","RSPT","IGPT","DAT","BST","AIQD","PQNT","NULG","AIEQ","ORCX","AIQU","AGIX","CMAG","FLCG","MSFC","TEK","AIPO","TTEQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656573755","title":"甲骨文AI豪赌引发信用市场担忧，公司面临降级风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2656573755","media":"环球市场播报","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656573755?lang=zh_cn&edition=full","pubTime":"2026-08-04 22:50","pubTimestamp":1785855000,"startTime":"0","endTime":"0","summary":"软件巨头甲骨文正为其在人工智能领域的巨额押注付出代价，其激进的AI基础设施投资已开始引发信用市场的警惕。标准普尔全球评级于7月初将甲骨文的长期发行人信用评级从BBB下调至BBB-，仅比投机级高出一档，并维持稳定展望。此次降级的核心原因在于甲骨文为追赶AI浪潮而进行的惊人资本支出，导致其自由现金流严重恶化。标普估计，甲骨文6380亿美元的剩余履约义务中约一半来自单一客户OpenAI，这种高度依赖关系被视为一项关键信用风险。","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/jjxw/2026-08-04/doc-inimekpi1954441.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00BMPRXQ63.HKD","LU1046421795.USD","LU0175139822.USD","IE00B3S45H60.SGD","IE00BMPRXR70.SGD","LU2250418816.HKD","LU1366192091.USD","LU0353189680.USD","LU1429558221.USD","LU1989772923.USD","LU1691799644.USD","LU0878866978.SGD","IE00BLSP4239.USD","LU2357305700.SGD","BK4543","OGIG","IE00B19Z3581.USD","LU0719512351.SGD","LU0980610538.SGD","IE00BBT3K403.USD","LU1815336760.USD","LU0965509283.SGD","LU1037948541.HKD","BK4516","LU2860962120.EUR","IE00B7SZLL34.SGD","LU0081259029.USD","LU0553294199.USD","BK4534","ORCU","LU1852331112.SGD","IE00BN8TJ469.HKD","TDIV","LU1935043536.SGD","BK4588","LU1069347547.HKD","LU2543165471.USD","LU0323591593.USD","SG9999011175.SGD","BK4585","LU0889565833.HKD","LU1989772840.SGD","LU1003077747.HKD","LU1935043023.USD","LU0289960550.SGD","LU2087625088.SGD","LU0056508442.USD","ORCL","LU0256863811.USD","LU0433182093.SGD","BK4097","LU0320765489.SGD","LU0417517546.SGD","LU0965509101.SGD","LU0234572021.USD","BK4528","LU1803068979.SGD","LU0985489474.SGD","LU0210536198.USD","IE00B5949003.HKD","LU1935042215.USD","LU2237957902.USD","LU1935042991.SGD","LU0070302665.USD","LU1035773651.USD","LU2896262040.SGD","LU0198837287.USD","LU1201861249.SGD","LU0314106906.USD","ORCX","LU2746668974.SGD","IE00B775SV38.USD","LU2746668461.USD","LU1720051017.SGD","LU2326559502.SGD","SG9999003800.SGD","LU0965509010.AUD","LU0157215616.USD","IE00BLSP4452.SGD","LU1235294995.USD","IGV","LU0082616367.USD","LU1489326972.SGD","IE0002270589.USD","LU1435385759.SGD","ORCS","LU2458330169.SGD","LU1366333091.USD","LU1037948897.HKD","LU2054465674.USD","LU0109392836.USD","SG9999001424.SGD","LU1934455277.USD","LU2237957811.SGD","LU0965508806.USD","LU2236285917.USD","LU0949170772.SGD","LU0444971666.USD","BK4581","LU0348723411.USD","LU0648001328.SGD","LU2108987350.USD","LU2458330243.SGD","LU1720051108.HKD","LU0068578508.USD","LU0545039389.USD","IE0009356076.USD","LU0234570918.USD","LU0738911758.USD","LU1548497426.USD","LU1642822529.SGD","LU1989764664.SGD","LU2360106780.USD","IE00B19Z3B42.SGD","LU0353189763.USD","LU1989764748.USD","LU0476273544.USD","BK4538","LU1934455863.HKD","LU1823568750.SGD","LU1506573853.SGD","LU0661504455.SGD","LU1935042488.USD","LU0130102774.USD","LU0957808578.USD","LU0208291251.USD","LU1934455194.USD","BK4533","IE0004445239.USD","LU0444973449.USD","IE00BMPRXN33.USD","LU0861579265.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1188199150","title":"期权大单 | SpaceX涨近6%，1325万美元跨式大单押注波动收敛；甲骨文Call占比超七成，CoreWeave暴涨近20%却遭高位Call压制","url":"https://stock-news.laohu8.com/highlight/detail?id=1188199150","media":"期权大单","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1188199150?lang=zh_cn&edition=full","pubTime":"2026-08-04 15:00","pubTimestamp":1785826858,"startTime":"0","endTime":"0","summary":"期权市场总成交量6795.92万张，高于90日均量6343.28万张，其中Call占比59%。SpaceX期权名义成交金额达5.18亿美元，资金一边通过1325万美元卖出跨式收取权利金，一边保留下方保护与上行敞口；甲骨文涨超9%，Call名义成交占比76.4%，962.50万美元牛市看涨价差成为重点大单；CoreWeave涨近20%，但大额虚值Call卖出集中在115美元及更高行权价，显示资金对上方空间仍较谨慎。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SPCG","ORCU","SPCU","SPAX","ORCL","CRWG","ORCS","CWII","CWVX","ORCX","SPCX","SPCM","CRWU","SPAL","SPCF","SSPC","CRWV","SPCH","LOFF","SPCQ","SNK","CORD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1139314377","title":"期权聚焦 | ORCL看涨情绪主导！近千万美元牛市价差押注温和上行，高位熊市价差同步收租","url":"https://stock-news.laohu8.com/highlight/detail?id=1139314377","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1139314377?lang=zh_cn&edition=full","pubTime":"2026-08-04 09:01","pubTimestamp":1785805294,"startTime":"0","endTime":"0","summary":"Oracle Corporation收报141.85美元，上涨9.22%。一笔近千万美元的牛市看涨价差显示有中长期资金布局温和上行，而另一笔在高位布局的熊市看涨价差则体现出部分资金在关键阻力位进行收租型操作，整体看涨情绪占据主导。一笔净收入达114.38万美元的熊市看涨价差，则体现出另一股资金在高位区域进行偏空或收租型部署。整体来看，ORCL期权大单资金情绪明显偏多。","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":"","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":["LU1935043536.SGD","LU0878866978.SGD","SG9999011175.SGD","LU1235294995.USD","LU1935042991.SGD","BK4538","LU2458330243.SGD","BK4097","LU2326559502.SGD","LU0081259029.USD","IE00B775SV38.USD","LU1803068979.SGD","LU0957808578.USD","LU1642822529.SGD","LU1989772840.SGD","IE00B7SZLL34.SGD","LU1201861249.SGD","LU1506573853.SGD","LU0861579265.USD","LU0109392836.USD","LU1935042488.USD","ORCS","LU0661504455.SGD","LU1069347547.HKD","LU0082616367.USD","LU1548497426.USD","LU2357305700.SGD","LU0553294199.USD","IE00BBT3K403.USD","LU0965508806.USD","LU1852331112.SGD","LU2360106780.USD","SG9999003800.SGD","BK4543","LU0545039389.USD","OGIG","LU1691799644.USD","LU0719512351.SGD","LU1366192091.USD","LU0234572021.USD","LU0314106906.USD","IE00BLSP4452.SGD","LU0210536198.USD","LU0234570918.USD","LU0965509010.AUD","LU0476273544.USD","IE00B19Z3B42.SGD","LU2746668974.SGD","LU0130102774.USD","LU2860962120.EUR","LU1429558221.USD","LU2896262040.SGD","LU2746668461.USD","IE00B5949003.HKD","LU0738911758.USD","LU1435385759.SGD","BK4588","LU1989772923.USD","LU0648001328.SGD","LU0256863811.USD","LU0965509283.SGD","LU0157215616.USD","LU0949170772.SGD","ORCX","LU2054465674.USD","BK4528","LU2543165471.USD","LU1934455863.HKD","LU1934455277.USD","BK4585","LU0985489474.SGD","LU1935043023.USD","SG9999001424.SGD","LU0889565833.HKD","LU1934455194.USD","LU1046421795.USD","LU2237957811.SGD","IE00B19Z3581.USD","LU0965509101.SGD","LU2250418816.HKD","LU1720051017.SGD","LU1815336760.USD","IE0004445239.USD","BK4533","LU0348723411.USD","LU2237957902.USD","LU0068578508.USD","IE00B3S45H60.SGD","IE00BN8TJ469.HKD","BK4516","IE0002270589.USD","LU0417517546.SGD","IGV","TDIV","IE00BMPRXN33.USD","LU0980610538.SGD","LU0289960550.SGD","ORCU","IE00BMPRXQ63.HKD","LU2087625088.SGD","LU0353189680.USD","LU1989764748.USD","LU1935042215.USD","IE00BMPRXR70.SGD","LU1037948541.HKD","LU1823568750.SGD","LU0444973449.USD","BK4581","LU2458330169.SGD","LU0056508442.USD","LU0444971666.USD","LU0433182093.SGD","LU2236285917.USD","IE0009356076.USD","LU0353189763.USD","LU1035773651.USD","LU0323591593.USD","IE00BLSP4239.USD","LU0320765489.SGD","ORCL","LU1366333091.USD","LU1037948897.HKD","LU0070302665.USD","LU2108987350.USD","LU1720051108.HKD","LU1989764664.SGD","LU0175139822.USD","LU0198837287.USD","LU0208291251.USD","BK4534","LU1489326972.SGD","LU1003077747.HKD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656372087","title":"ALPHABET上涨3.7%，甲骨文上涨4.6%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656372087","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656372087?lang=zh_cn&edition=full","pubTime":"2026-08-03 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CoreWeave（CRWV） 涨逾8% 小摩料27年全球云计算资本支出达1.2万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656372957","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656372957?lang=zh_cn&edition=full","pubTime":"2026-08-03 21:56","pubTimestamp":1785765415,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股云计算板块盘初普涨，截至发稿，CoreWeave 涨 8.01%，ServiceNow 涨 7.01%，甲骨文 涨 5.63%，Meta Platforms 涨 5.53%，阿里巴巴 涨 5.49%，赛富时 涨 4.88%，微软 涨 4.97%，谷歌 - A 涨 4.54%，亚马逊 涨 4.44%。消息面上，摩根士丹利新近研究预计，全球云计算资本支出将在 2027 年达到 1.2 万亿美元，同比增长 30%，较第二季度前估算高出 1700 亿美元。Alphabet 、Amazon 和 Meta 均上调了 2026 年资本支出指引，而 Microsoft 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