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XMAG Defiance Large Cap ex-Mag 7 ETF
交易中 01-13 10:02:46 EST
23.06
+0.03
+0.12%
最高
23.13
最低
23.02
成交量
1.56万
今开
23.13
昨收
23.03
日振幅
0.47%
总市值
1.12亿
流通市值
1.12亿
总股本
487.50万
成交额
35.93万
换手率
0.32%
流通股本
487.50万
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
美股“轮动行情”迎来考验:科技巨头强劲盈利依然“真香”!中小盘、价值股业绩指引成续涨关键
智通财经 · 20:42
美股“轮动行情”迎来考验:科技巨头强劲盈利依然“真香”!中小盘、价值股业绩指引成续涨关键
“大空头”警告:科技巨头赚取巨额利润的时代将终结,AI时代的关键指标是ROIC
格隆汇 · 09:44
“大空头”警告:科技巨头赚取巨额利润的时代将终结,AI时代的关键指标是ROIC
美科技七巨头星光暗淡 彭博:2025多数跑输大盘 主导地位动摇
凤凰网科技 · 01-12 10:24
美科技七巨头星光暗淡 彭博:2025多数跑输大盘 主导地位动摇
什么信号?投资专家:今年不要“All in AI”,科技巨头统治地位将终结!
智通财经网 · 01-09
什么信号?投资专家:今年不要“All in AI”,科技巨头统治地位将终结!
别被华尔街“轮动牛市”噪音带偏 Mag7“领涨神话”仍是美股主线
智通财经 · 2025-12-26
别被华尔街“轮动牛市”噪音带偏 Mag7“领涨神话”仍是美股主线
表外融资1200亿美元!科技巨头联手华尔街玩转AI基建,风险正向私募信贷转移
华尔街见闻 · 2025-12-24
表外融资1200亿美元!科技巨头联手华尔街玩转AI基建,风险正向私募信贷转移
雷·达里奥最新持仓曝光:两只ETF与两大科技巨头
环球市场播报 · 2025-12-23
雷·达里奥最新持仓曝光:两只ETF与两大科技巨头
2026年“AI牛市叙事”的暗雷:美国科技巨头们的“折旧把戏”
智通财经 · 2025-12-23
2026年“AI牛市叙事”的暗雷:美国科技巨头们的“折旧把戏”
美国能源部“创世使命”携手科技巨头
环球市场播报 · 2025-12-20
美国能源部“创世使命”携手科技巨头
美国科技七巨头股价盘前反弹
南方财经网 · 2025-12-18
美国科技七巨头股价盘前反弹
科技巨头数据中心扩张推高居民电费,遭美参议员调查
环球市场播报 · 2025-12-17
科技巨头数据中心扩张推高居民电费,遭美参议员调查
高盛资管:AI融资担忧是“虚惊一场”万亿资本支出有科技巨头现金流“撑腰”
智通财经 · 2025-12-17
高盛资管:AI融资担忧是“虚惊一场”万亿资本支出有科技巨头现金流“撑腰”
美银调查:基金经理增持科技股,但七巨头被视为拥挤交易
环球市场播报 · 2025-12-16
美银调查:基金经理增持科技股,但七巨头被视为拥挤交易
美股开盘 | 三大指数集体低开!科技七巨头普跌
老虎资讯综合 · 2025-12-16
美股开盘 | 三大指数集体低开!科技七巨头普跌
特斯拉(TSLA.US)董事获逾30亿美元股票奖励 远超其他科技巨头
智通财经 · 2025-12-16
特斯拉(TSLA.US)董事获逾30亿美元股票奖励 远超其他科技巨头
AI交易疲劳 咨询机构:美股七巨头光环褪色
央视财经 · 2025-12-15
AI交易疲劳 咨询机构:美股七巨头光环褪色
【券商聚焦】中信证券:仍然看好科技巨头引领的美股AI浪潮
金吾财讯 · 2025-12-15
【券商聚焦】中信证券:仍然看好科技巨头引领的美股AI浪潮
AI泡沫破裂倒计时? 围绕AI的交易逻辑从“纯粹宏大叙事”迈向“现实回报”
智通财经 · 2025-12-15
AI泡沫破裂倒计时? 围绕AI的交易逻辑从“纯粹宏大叙事”迈向“现实回报”
投入规模越来越大 解构美股七巨头的AI规模竞赛
中国经营报 · 2025-12-14
投入规模越来越大 解构美股七巨头的AI规模竞赛
特朗普行政令松绑AI监管,韦德布什:AI板块“监管乌云”消散 科技巨头迎“重大胜利”
智通财经 · 2025-12-12
特朗普行政令松绑AI监管,韦德布什:AI板块“监管乌云”消散 科技巨头迎“重大胜利”
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公司概况
公司名称:
Defiance Large Cap ex-Mag 7 ETF
所属市场:
NASDAQ
上市日期:
--
主营业务:
发行价格:
--
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EST","volume":208,"amount":4792.32,"timestamp":1768309200190},"postHourTrading":{"tag":"盘后","latestPrice":22.9985,"preClose":23.03,"latestTime":"19:56 EST","volume":673,"amount":15494.772,"timestamp":1768265773282},"volumeRatio":1.544129,"impliedVol":0.1935,"impliedVolPercentile":0.8302},"requestUrl":"/m/hq/s/XMAG","defaultTab":"news","newsList":[{"id":"2603681896","title":"美股“轮动行情”迎来考验:科技巨头强劲盈利依然“真香”!中小盘、价值股业绩指引成续涨关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2603681896","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603681896?lang=zh_cn&edition=full","pubTime":"2026-01-13 20:42","pubTimestamp":1768308136,"startTime":"0","endTime":"0","summary":"最近,小盘股和所谓的价值股备受青睐,这历来是投资者对美国经济信心的体现。美股小盘股迎来七年来相对大盘股的最长连涨周期。数据显示,周一收于历史新高的罗素2000小盘股指数,已连续七个交易日跑赢标普500指数。2018年12月,受利率上行、美中贸易战担忧及经济放缓恐慌等多重因素冲击,标普500指数下跌9.2%,罗素2000指数更是重挫12%。而在随后的2019年1月,罗素2000指数强势反弹11%,同期标普500指数的涨幅为7.9%。","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":"http://www.zhitongcaijing.com/content/detail/1392398.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":["XMAG","399401"],"gpt_icon":1},{"id":"2603573165","title":"“大空头”警告:科技巨头赚取巨额利润的时代将终结,AI时代的关键指标是ROIC","url":"https://stock-news.laohu8.com/highlight/detail?id=2603573165","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603573165?lang=zh_cn&edition=full","pubTime":"2026-01-13 09:44","pubTimestamp":1768268653,"startTime":"0","endTime":"0","summary":"1月13日,知名投资者、“大空头”Michael Burry警告,大型科技公司靠相对少的投资赚取巨额利润的时代正在结束,人工智能(AI)是主因。他认为投资人应关注投入资本回报率(ROIC),而非营收增长或市场规模。他指出,AI正推动微软、谷歌和Meta等公司,从过去轻资产的软件模式,转向由数据中心、芯片和能源主导的资本密集型的硬件公司。即使AI帮助科技巨头扩大了市场,ROIC下降仍可能在未来数年对股价造成压力。\n\n美股频道更多独家策划、专家专栏,免费查阅>>\n\r\n 责任编辑:栎树","market":"hk","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/2026/01/13094455028686.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":["BK4080","MSFT","GOOG","BK4231","META","ROIC","XMAG"],"gpt_icon":0},{"id":"2602882562","title":"美科技七巨头星光暗淡 彭博:2025多数跑输大盘 主导地位动摇","url":"https://stock-news.laohu8.com/highlight/detail?id=2602882562","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602882562?lang=zh_cn&edition=full","pubTime":"2026-01-12 10:24","pubTimestamp":1768184651,"startTime":"0","endTime":"0","summary":"自2022年美联储开始加息以来,美国“科技七巨头”首次出现大多数公司表现跑输标普500指数的情况。尽管2025年彭博科技七巨头指数上涨25%,跑赢标普500指数的16%涨幅,但这主要是由于谷歌母公司Alphabet、英伟达的巨大涨幅带动了整体指数上涨。科技七巨头指数仅微涨0.5%,而标普500指数已攀升1.8%。科技七巨头指数基于未来12个月预期盈利的市盈率为29倍,远低于本十年前期的40多倍。","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://tech.ifeng.com/c/8pqirXdsXCC","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":"ifeng_tech","symbols":["NVDA","GOOG","XMAG"],"gpt_icon":1},{"id":"2602343554","title":"什么信号?投资专家:今年不要“All in AI”,科技巨头统治地位将终结!","url":"https://stock-news.laohu8.com/highlight/detail?id=2602343554","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602343554?lang=zh_cn&edition=full","pubTime":"2026-01-09 10:45","pubTimestamp":1767926735,"startTime":"0","endTime":"0","summary":"在他看来,人工智能交易不会像近年来投资者所熟悉的那样,成为市场的主要驱动力。虽然增长机会依然存在,但谨慎选择将变得更加重要。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260109/20260109104615_54750.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260109/20260109104615_54750.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1390761.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":"highlight_zhitongcaijin","symbols":["MSFT","NVDA","META","XMAG"],"gpt_icon":1},{"id":"2594326717","title":"别被华尔街“轮动牛市”噪音带偏 Mag7“领涨神话”仍是美股主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2594326717","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594326717?lang=zh_cn&edition=full","pubTime":"2025-12-26 16:53","pubTimestamp":1766739213,"startTime":"0","endTime":"0","summary":"在华尔街顶级分析师们纷纷高呼2026年将是“轮动牛市”之际,有机构投资者表示,这种轮动恐慌绝对不会持久,投资者们应该继续押注占据高额权重的美股“七大科技巨头们”在2026年大幅跑赢其他板块并强势带领标普500指数与纳斯达克100指数屡创新高。2026年,Mag 7或将继续演绎何为“领涨神话”不过,在JR Research看来,尽管当前市场领导力似乎已开始转向科技之外,但以科技为重心的标普500指数以及纳斯达克100指数仍不可能与AI主题交易这一核心脱钩。","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":"http://www.zhitongcaijing.com/content/detail/1386029.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":["MSFT","LU0345770308.USD","SSO","NVD","OEX","2NVD.UK","GOOG","LU2931357623.SGD","SNVD.UK","MESmain","NVDY","UPRO","AAPL","BK4588","META","TSLA","AI","ESmain","NVDX","NVIW.SI","OEF","XMAG","LU0107464264.USD","LU1721428933.USD","NVDD","AMZN","SG9999002224.SGD","LU2168564149.EUR","NVDS","LU0823421416.USD","NVDS.UK","LU0466842654.USD",".SPX","SH","LU1035775433.USD","NVDU","SPY","3NVD.UK","SG9999000418.SGD","SPXU","LU0077335932.USD","LU1548497426.USD","NVDA","SDS","IVV","LU1316542783.SGD","LU2357305700.SGD","NVD3.UK","NVD2.UK"],"gpt_icon":1},{"id":"2593647310","title":"表外融资1200亿美元!科技巨头联手华尔街玩转AI基建,风险正向私募信贷转移","url":"https://stock-news.laohu8.com/highlight/detail?id=2593647310","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593647310?lang=zh_cn&edition=full","pubTime":"2025-12-24 17:40","pubTimestamp":1766569244,"startTime":"0","endTime":"0","summary":"为支撑昂贵的AI算力竞赛并维持优质财务指标,Meta、甲骨文、xAI等借助SPV将逾1200亿美元数据中心债务转移至表外,吸引华尔街与私募信贷涌入。此举虽护住评级,却放大风险不透明与潜在传染隐忧,考验AI繁荣的可持续性。","market":"sg","thumbnail":"https://static.tigerbbs.com/c6f5abeacd1ff832041e0a261b70a73f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c6f5abeacd1ff832041e0a261b70a73f"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3762005","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3762005","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":["NVDA","GOOG","TSLA","MSFT","META","XMAG","AAPL"],"gpt_icon":0},{"id":"2593411881","title":"雷·达里奥最新持仓曝光:两只ETF与两大科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2593411881","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593411881?lang=zh_cn&edition=full","pubTime":"2025-12-23 23:56","pubTimestamp":1766505360,"startTime":"0","endTime":"0","summary":"桥水基金(Bridgewater)在第三季度将其持有的iShares Core标普500 ETF(S&P 500 ETF)仓位增加了4.83%。该ETF目前占其投资组合的10.62%。\n 谷歌母公司Alphabet公布营收为1,023亿美元(同比增长16%),其中云业务营收达152亿美元(同比增长34%)。\n 微软云业务营收增长28%,达到309亿美元。Azure的需求已超过供应能力。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","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/2025-12-23/doc-inhcvfae0534192.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":["FDN","BK4585","BK4550","BK4588","XMAG"],"gpt_icon":0},{"id":"2593497356","title":"2026年“AI牛市叙事”的暗雷:美国科技巨头们的“折旧把戏”","url":"https://stock-news.laohu8.com/highlight/detail?id=2593497356","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593497356?lang=zh_cn&edition=full","pubTime":"2025-12-23 20:05","pubTimestamp":1766491546,"startTime":"0","endTime":"0","summary":"一个重大担忧——“大空头”一篇推文引发市场热议“折旧”在标普500指数市值权重愈发集中于上述的“七大科技巨头”以及“AI泡沫论调”全面席卷市场的宏观背景下,“大空头”所发布的一篇关于美国科技巨头折旧争议的推文公布之后,当前围绕这些科技公司的折旧年限安排的争议令人担忧。","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/1385108.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":["XMAG","NVDA"],"gpt_icon":1},{"id":"2592196884","title":"美国能源部“创世使命”携手科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2592196884","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592196884?lang=zh_cn&edition=full","pubTime":"2025-12-20 00:00","pubTimestamp":1766160000,"startTime":"0","endTime":"0","summary":"美国能源部的“创世使命”(Genesis Mission)将利用谷歌(GOOGL)的人工智能工具和英伟达(NVDA)的平台加速科学发现,包括为国家实验室提供前沿模型访问权限。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","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/2025-12-20/doc-inhckesc2065378.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":["GOOG","XMAG","NVDA"],"gpt_icon":0},{"id":"2592970600","title":"美国科技七巨头股价盘前反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2592970600","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592970600?lang=zh_cn&edition=full","pubTime":"2025-12-18 19:22","pubTimestamp":1766056961,"startTime":"0","endTime":"0","summary":"南方财经12月18日电,美国科技七巨头盘前多数反弹。英伟达股价上涨1.35%,特斯拉涨1.41%,谷歌涨1%,亚马逊涨0.74%,Meta涨0.65%,微软涨0.70%,苹果微跌。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"603ac6dae346ff240c6654196edb95ea","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512183595625028.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":["XMAG","META","NVDA","TSLA","MSFT","GOOG","AMZN"],"gpt_icon":0},{"id":"2592919363","title":"科技巨头数据中心扩张推高居民电费,遭美参议员调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2592919363","media":"环球市场播报","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592919363?lang=zh_cn&edition=full","pubTime":"2025-12-17 23:01","pubTimestamp":1765983660,"startTime":"0","endTime":"0","summary":"几名美国参议员要求谷歌(GOOGL)、微软(MSFT)、亚马逊(AMZN)、Meta(META)以及数据中心运营商Equinix(EQIX)和Digital Realty(DLR)提供有关能源使用、补贴政策及成本分摊的详细信息,因数据中心扩张推高居民电价。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","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/2025-12-17/doc-inhccsmz7260020.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AMZN","GOOG","MSFT","XMAG","META"],"gpt_icon":0},{"id":"2592996122","title":"高盛资管:AI融资担忧是“虚惊一场”万亿资本支出有科技巨头现金流“撑腰”","url":"https://stock-news.laohu8.com/highlight/detail?id=2592996122","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592996122?lang=zh_cn&edition=full","pubTime":"2025-12-17 18:11","pubTimestamp":1765966300,"startTime":"0","endTime":"0","summary":"这种对高盈利企业内部资本的重大依赖,凸显了AI投资格局的根本优势,使其有别于以往的科技投机周期。此外,即使是AI投资中通过债务融资的较小部分,也主要是稳定的。Cho澄清,这些情况并不表示整体AI需求正在减弱。Cho指出了领先AI参与者之间投资者情绪和市值估值的快速转变。","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/1382662.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":["IE0034235188.USD","LU0061475181.USD","IE00B19Z3B42.SGD","LU1868836757.USD","LU1804176565.USD","BK4533","LU1894683348.USD","LU2471134879.HKD","LU1668664300.SGD","LU2237443465.HKD","LU2237443895.HKD","LU2471134523.USD","LU1894683264.USD","BK4516","IE00BSNM7G36.USD","IE0004091025.USD","LU1868836591.USD","LU2750360997.AUD","BK4127","LU2237443622.USD","IE0004086264.USD","LU2265009873.SGD","LU0742534661.SGD","LU1791807156.HKD","LU2237443382.USD","XMAG","BK4504","LU2471134952.CNY","LU2471134796.USD","BK4550","LU0251142724.SGD","LU2237438978.USD","IE0002270589.USD","LU2237443978.SGD","159399","BK4585","LU1868837136.USD","LU0106831901.USD","LU0345770993.USD","BK4588","LU0096364046.USD","BK4552","IE00BFXG1179.USD"],"gpt_icon":1},{"id":"2591339699","title":"美银调查:基金经理增持科技股,但七巨头被视为拥挤交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2591339699","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591339699?lang=zh_cn&edition=full","pubTime":"2025-12-16 23:02","pubTimestamp":1765897320,"startTime":"0","endTime":"0","summary":"美国银行在其12月份的欧洲基金经理调查中表示,尽管投资者称“七巨头“公司——Alphabet、亚马逊、苹果公司、Meta Platforms、微软、英伟达和特斯拉——的交易已十分拥挤,但基金经理们仍在提高对科技股的配置。受访经理对科技股净超配21%,较上月上升12个百分点,该调查还录得自2024年7月以来向科技股的最大规模轮动。\n 与此同时,54%的基金经理表示,“做多七巨头“是当前最拥挤的交易。全球基金经理对能源板块的低配程度超过其他任何股票板块,本月对能源板块净低配26%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:刘明亮","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/2025-12-16/doc-inhazifc8210505.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","BK1147","03086","TTTN"],"gpt_icon":0},{"id":"1149465156","title":"美股开盘 | 三大指数集体低开!科技七巨头普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1149465156","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1149465156?lang=zh_cn&edition=full","pubTime":"2025-12-16 22:30","pubTimestamp":1765895404,"startTime":"0","endTime":"0","summary":"12月16日,美股三大指数集体低开,道琼斯指数跌0.04%,标普500指数跌0.18%,纳斯达克综合指数跌0.23%。科技七巨头普跌,亚马逊涨0.25%,特斯拉跌0.70%,苹果跌0.13%,Meta跌0.48%,谷歌跌1.30%、微软跌0.41%,英伟达跌0.24%。Roku涨超2%,摩根士丹利上调其股票评级至增持,看好平台增长前景;Rezolve AI飙升逾25%,公司预计12月将创下有史以来最强劲的月度业绩,收入超过1700万美元,并首次实现正调整后EBITDA。","market":"us","thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a935d25219d119d51361e9c5b8c8ed0f","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":["GOOG","MSFT","XMAG","META",".DJI",".SPX",".IXIC","NVDA","TSLA","AAPL","AMZN"],"gpt_icon":0},{"id":"2591989522","title":"特斯拉(TSLA.US)董事获逾30亿美元股票奖励 远超其他科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2591989522","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591989522?lang=zh_cn&edition=full","pubTime":"2025-12-16 19:50","pubTimestamp":1765885800,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,特斯拉董事会成员通过授予的股票奖励获得了超过30亿美元的收益,其薪酬水平远超同行。薪酬与公司治理专业机构Equilar的数据指出,在2018年至2020年间,特斯拉董事平均每年获得的现金与股票薪酬总额约为1200万美元。据悉,特斯拉超过30亿美元的总薪酬仅授予了其八位现任非执行董事中的五位。尽管自2020年股东诉讼和解后未再授予新的奖励,但由于特斯拉股价飙升,这些股票奖励的价值已大幅膨胀。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9e055ffd08ea759ad33891693025248f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1382248.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0943347566.SGD","IE00B19Z8X17.USD","LU0823414478.USD","LU0345769631.USD","BK4516","LU2417539215.USD","BK4511","LU2471134952.CNY","LU0348723411.USD","LU2471134879.HKD","LU0109391861.USD","IE00B19Z8W00.USD","LU2471134523.USD","TSYW.SI","BK4548","LU0097036916.USD","LU0345770308.USD","LU1852331112.SGD","LU1861220033.SGD","IE00B1BXHZ80.USD","LU1629891620.HKD","XMAG","LU2250418816.HKD","LU1066051498.USD","TSLA","TSLL","LU0320765059.SGD","LU0345769128.USD","LU0323591593.USD","BK4574","LU1429558221.USD","LU1435385759.SGD","LU0820561909.HKD","BK4585","LU2756315664.SGD","LU0708995401.HKD","BK4550","LU2357305700.SGD","SG9999015986.USD","LU1720051017.SGD","LU1551013342.USD","IE00B1XK9C88.USD","LU2471134796.USD","BK4551"],"gpt_icon":0},{"id":"2591613155","title":"AI交易疲劳 咨询机构:美股七巨头光环褪色","url":"https://stock-news.laohu8.com/highlight/detail?id=2591613155","media":"央视财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591613155?lang=zh_cn&edition=full","pubTime":"2025-12-15 15:06","pubTimestamp":1765782360,"startTime":"0","endTime":"0","summary":"美股近期出现板块轮转现象,投资者开始担心,科技公司在AI基础设施上的投入过于激进,需要承担较高的负债压力,这导致部分资金开始从AI板块撤出。美国咨询机构亚德尼研究公司总裁表示,越来越多的迹象表明,市场正在重新评估“美股七巨头”的光环,关注点开始转向标普500指数里的其余493只股票。(文章来源:央视财经)","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=nesSN20251215150822a44ce79c&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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中信证券表示,AI之于美股“一荣俱荣、一损俱损”,对如今K型美国经济亦然。AI对美国GDP的贡献并不限于Capex和生产率提升,还在于通过美股财富效应传导的高收入人群消费。与科网泡沫时期相比,如今高收入人群占有更多美股市场份额,对消费贡献更多,美国K型经济分化更加严重。若美股市场大幅下跌,经济后果不可承受。因此,白宫和美联储政策需要呵护市场,在“宽财政”+“宽货币”的组合下等待K型经济的下端复苏。在此环境中,美股科技龙头依旧是更为稳健和更为确定的选择。加之市场流动性仍有增量以及市场定价机制或将抑制AI公司过度举债,该机构仍然看好科技巨头引领的美股AI浪潮。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/NjJlY2NjZTdjZjEwMTc4NjkxNjc4NQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NjJlY2NjZTdjZjEwMTc4NjkxNjc4NQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295354","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":null,"symbols":["LU0267386448.USD","LU1720050803.USD","IE00BKDWB100.SGD","LU1206713676.USD","IE00BJLML261.HKD","MACW.SI","IE00B7KXQ091.USD","LU2191332357.HKD","LU2087625088.SGD","SG9999017495.SGD","LU0889565833.HKD","LU0345769631.USD","LU1732800096.USD","LU2108987350.USD","BK0012","LU2286300806.USD","LU2602419157.SGD","LU1551013342.USD","GB00BDT5M118.USD","LU1548497426.USD","LU2430703251.USD","LU0203201768.USD","LU0157215616.USD","LU1935043536.SGD","600030","XMAG","LU2456880835.USD","LU1674673428.USD","LU1206712785.SGD","LU2430703178.SGD","LU0672654240.SGD","LU2360106780.USD","IE0009G5SDU7.USD","LU1674673691.USD","06030","LU1778281490.HKD","LU1255011170.USD","LU0476273544.USD","LU1066051498.USD","SG9999015978.USD","LU2065169927.USD","LU0158827948.USD","LU1084165304.USD"],"gpt_icon":0},{"id":"2591698467","title":"AI泡沫破裂倒计时? 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