美股詳情

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遠程辦公概念

4,964.82

+11.780.24%

漲家數：2

跌家數：2

平家數：1

市盈率：- -

高：4,979.62

開：4,946.44

低：4,934.72

收：4,953.04

成交量：5,241.17萬

成交額：164.29億

市值：8.32萬億

流通市值：7.72萬億

資料載入中...

總覽新聞資訊

Zoom預計季度利潤將低於市場預期

Zoom通信預期第三季度總營收介於12.75億至12.80億美元之間

摩根士丹利：五大雲巨頭與英偉達等AI相關表外承諾超過3.1萬億美元

环球市场播报

思科：思科雲控制平台今日起面向美國客户全面開放商用。

AI推理時代，TPU需求炸裂式擴張！大摩：谷歌百萬顆TPU撬動2000億美元雲計算收入

軟件板塊相對芯片板塊走出創紀錄強勢行情

环球市场播报

Eudia公布與谷歌達成Gemini法律企業版合作協議。

思科(CSCO.US)聯手超微電腦(SMCI.US)擴容「英偉達AI工廠」解決方案，加碼AI算力基建佈局

穆迪（MCO）接入谷歌Gemini 企業版強化金融AI能力

據AXIOS，思科(CSCO.US)正與超微電腦(SMCI.US)合作，將高性能AI服務器加入其由英偉達支持的基礎設施產

思科將提供超微的液冷與風冷系統。

思科(CSCO.US)：將在10月與英偉達合作提供超微計算解決方案。

思科與英偉達合作擴展安全人工智能工廠，以迎接機架規模時代。

微軟內部數據曝光：員工月度AI消費中位數300美元，最高單人燒到2.8萬美元

华尔街见闻

微軟CEO納德拉示警：企業使用AI要掌控Token資本

版本間隔 4 周 → 2 周：微軟加速 WebView2 Runtime 更迭，和 Edge 瀏覽器同步更新

期權聚焦 | GOOG 402萬美元熊市看跌價差大單：買350P賣285P，押注中長期下行

期權聚焦 | 微軟遠期450PUT賣出476萬美元，雙賣PUT收租80萬，機構温和看多押注長期支撐

Steppe Eagle OEIC上半年加碼存量倉位減持光伏標的SMA Solar

WIX早盤漲2.38% 宣佈和Alphabet旗下谷歌（GOOG）

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00:08","pubTimestamp":1787674080,"startTime":"0","endTime":"0","summary":"摩根士丹利表示，五家超大规模云服务商以及芯片公司英伟达和博通通过担保、租赁及其他形式的财务支持，合计承诺超过3.1万亿美元，以帮助其他企业推进AI基础设施支出。这些公司的2027年现金资本开支预计将超过1.2万亿美元，而预期现金流约为1万亿美元。摩根士丹利估计，超大规模云服务商超过40%的销售收入正被重新投入AI资本开支。","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/world/2026-08-26/doc-inipqaah1501649.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":["LU1496350502.SGD","BK4551","BK4561","LU2360032135.SGD","BK4532","ORAC","SG9999014880.SGD","LU1366333091.USD","IE000YTNTUN2.SGD","LU2264538146.SGD","LU2430703251.USD","SKYY","BK4549","LU1564329628.SGD","LU0210533765.USD","LU0312595415.SGD","SORCLmain","AMZP","LU2471134796.USD","LU0466842654.USD","LU2125154935.USD","SOXQ","HK0000532082.HKD","LU0648001328.SGD","LU2271345857.HKD","LU1868836757.USD","LU2063271972.USD","AMZU","LU0690374615.EUR","BK4503","LU2249611893.SGD","LU1823568750.SGD","LU1496350171.SGD","LU0708994859.HKD","LU1037948897.HKD","LU0784384876.USD","LU0426417589.USD","BK4566","LU2168564065.EUR","LU0823434740.USD","LU1400636574.HKD","LU2097829019.USD","LU1633808545.USD","GAMR","LU2210149790.SGD","THMR","IE00B775H168.HKD","LU0823417737.USD","IE00BYQQ9H92.USD","LU0980610538.SGD","LU1861559042.SGD","IE000W1ABFV2.USD","LU2362541273.HKD","LU1585245621.USD","BK4592","LU1923622614.USD","LU2505996509.AUD","LU2265009873.SGD","NVD3.UK","LU1261432733.SGD","FTEC","IE0000B7K699.USD","LU1803068979.SGD","XLK","LU0211326839.USD","LU1303367103.USD","LU0690374961.EUR","LU0971096721.USD","LU2750360997.AUD","GB00B4QBRK32.GBP","LU2326559502.SGD","LU1235295455.SGD","LU2272731865.HKD","LU0130103400.USD","LU0211331839.USD","LU1366192091.USD","LU2237443549.SGD","LU0265550946.USD","LU2247934214.USD","AMZN","LU0124676726.USD","LU0170899867.USD","IE000F7OJYX1.SGD","LU2092937221.SGD","LU1153585028.USD","TYLG","LU1645745479.HKD","IE00BN29S564.USD","BK4574","LU2552382058.USD","LU2168564149.EUR","LU2433249047.HKD","LFGY","LU0011850046.USD","NVDS.UK","BK4559","IE00BK4W5M84.HKD","IE0034235295.USD","LU1988902786.USD","IE0004445239.USD","LU2720916845.USD","LU0070302665.USD","LU0444971666.USD","LU0912757837.SGD","BK4528","LU1064131342.USD","LU0742534661.SGD","LU1267930813.SGD","LU1778281490.HKD","LU2237443978.SGD","FBL","LU1201861249.SGD","LU3102509885.SGD","SG9999014906.USD","FBX","VOX","LU0143551892.USD","LU0820562030.AUD","LU0225283273.USD","IE000WAW04H5.SGD","LU0265550359.USD","LU0211326755.USD","LU1066051498.USD","LU0289961442.SGD","LU1037948541.HKD","LU0203345920.USD","ORCL","LU0345770993.USD","LU1235294995.USD","LU0557290698.USD","LU0949170772.SGD","LU1979441026.SGD","LU0784385170.HKD","LU2362541513.USD","LU1935043536.SGD","LU0726765562.USD","LU2462157665.USD","BK4077","HK0000306685.HKD","MSFL","LU1623119135.USD","LU2275660780.HKD","LU0174119429.USD","LU0316494557.USD","LU1145028129.USD","LU1670710588.SGD","NVYY","NVDU","LU0109392836.USD","LU0096364046.USD","LU2089283258.USD","LU2089985449.USD","LU0056508442.USD","LU1803068623.USD","LU0289941410.SGD","LU1032955483.USD","IE00BK4W5L77.USD","IE0034235303.USD","BK4598","LU0323591593.USD","LU0417517546.SGD","LU1674673691.USD","LU0096362180.USD","MSFO","IE00BVYPNV92.GBP","BK4527","LU0106831901.USD","LU1839511570.USD","LU2125909916.SGD","NVDY","SG9999001424.SGD","AMZO","LU1720051108.HKD","LU1880398554.USD","LU1894683264.USD","LU2286300806.USD","LU0128525929.USD","BK4579","ESUM","LU1914381329.SGD","LU1564329032.USD","2NVD.UK","LU1244550221.USD","LU2102340556.USD","ORCU","GOOX","GOOGL","LU2592432038.USD","BK4516","IE00BKPKM429.USD","SGXZ51526630.SGD","LU0552385451.USD","LU1697837992.HKD","LU1917777945.USD","ARTY","LU0127658192.USD","BK4614","LU0444973449.USD","LU2462591277.SGD","CGGO","IE00B5949003.HKD","IE00BDGV0183.EUR","LU0965509010.AUD","LU0786609619.USD","LU1699723380.USD","LU2764262908.HKD","NVDQ","LU1430594728.SGD","BK4504","LU1043141396.HKD","LU1400636491.USD","LU1934455863.HKD","LU0138981039.USD","LU2471134523.USD","SG9999011175.SGD","LU0868494708.USD","AMZY","LU1066051811.HKD","LU0476273544.USD","BK4605","IE00B19Z8X17.USD","LU1162221912.USD","LU1732800096.USD","IE000SO60NU8.SGD","LU2041044095.USD","AMZD","FDTX","LU2237438978.USD","LU1670628061.USD","LU1127390331.HKD","LU2148611432.USD","CGDG","LU2430703095.HKD","LU1066051225.USD","LU0823417653.USD","LU0130102774.USD","LU2420271590.USD","IE00BFMHRM44.USD","LU0276348264.USD","NVDW","LU0061474960.USD","LU0496365809.HKD","IE00BFSS7M15.SGD","CLIX","BK4575","LU0823414478.USD","IE00B19Z8W00.USD","LU1059921491.USD","AVGG","LU2404859741.USD","BK4534","SNVD.UK","LU0238689110.USD","LU0211327993.USD","SAMZNmain","07788","LU2092937148.SGD","LU0314106906.USD","METW","LU2471134952.CNY","GOU","IE00BYV24P56.USD","07388","LU0348723411.USD","BK4585","ONL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22:36","pubTimestamp":1787668560,"startTime":"0","endTime":"0","summary":"芯片板块于 6 月 22 日见顶；软件板块恰好在同一时间探明底部，随后开启一场数万亿美元级别的行情反转，两大板块走势几乎完全背道而驰。两者近 50 个百分点的收益差，是这两只 ETF 自 2011 年成立以来，软件相对芯片出现过的最大幅度跑赢记录。等权软件 ETF 大幅飙升，等权芯片 ETF 大幅下挫，两者创下接近 50 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4 周 → 2 周：微軟加速 WebView2 Runtime 更迭，和 Edge 瀏覽器同步更新","url":"https://stock-news.laohu8.com/highlight/detail?id=2662350277","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662350277?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 11:49","pubTimestamp":1787629778,"startTime":"0","endTime":"0","summary":"WebView2 Runtime 是微软推出的网页渲染底层运行库，可视为连接“本地客户端软件”和“现代网页技术”的桥梁。微软表示 WebView2 Runtime 将跟随 Microsoft Edge 浏览器加快更新节奏，将现有每隔 4 周发布一个主要版本缩短到每隔 2 周发布一个主要版本。IT之家援引博文介绍，附上微软相关调整安排如下：微软建议开发者在 Beta 频道 Microsoft Edge 测试 WebView2 应用，在更新推送至 Stable channel前发现应用兼容性问题。微软还建议开发者借助 WebView2 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| GOOG 402萬美元熊市看跌價差大單：買350P賣285P，押注中長期下行","url":"https://stock-news.laohu8.com/highlight/detail?id=1132609162","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132609162?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 09:01","pubTimestamp":1787619687,"startTime":"0","endTime":"0","summary":"谷歌收盘价344.59美元，涨幅0.83%。当日GOOG期权市场出现一笔规模达402.00万美元净支出的熊市看跌价差大单，交易者买入2026-09-18到期的350.0 PUT并卖出同到期的285.0 PUT，整体表达对GOOG中长期走弱的明确押注。结合当前股价344.59来看，买入的350.0 PUT处于实值，卖出的285.0 PUT处于虚值，这种结构通常意味着资金愿意为下行保护和下跌收益空间支付权利金，同时通过卖出更低行权价的PUT来部分降低建仓成本。整体来看，GOOG当日大单情绪明显偏空，且空头资金占据绝对主导。","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":["LU1979441026.SGD","LU1803068979.SGD","LU2543165471.USD","LU0154236417.USD","BK4587","IE00BYQQ9H92.USD","GOOP","LU2237443978.SGD","BK4553","LU2896262040.SGD","SG9999017495.SGD","SNPE","LU2361044949.HKD","SG9999015952.SGD","BK4554","IE00BN29S564.USD","SG9999018857.SGD","IE000BZT7R73.USD","SG9999002232.USD","LU0965509010.AUD","IE000SO60NU8.SGD","IE00BSNM7G36.USD","VOX","LU1037948897.HKD","BK4077","IE0005OL40V9.USD","LU0786609619.USD","LU1934455277.USD","BK4527","LTL","LU2237443382.USD","SG9999014898.SGD","LU1037948541.HKD","LU2237443895.HKD","LU2552382132.HKD","SG9999015945.SGD","BK4514","LU0203201768.USD","IE00BFSS8Q28.SGD","LU2286300806.USD","SGXZ31699556.SGD","LU2487616109.SGD","USJW.SI","LU1489326972.SGD","LU2133065610.SGD","BK4566","IE00BJJMRX11.SGD","LU1674673428.USD","IE0034235303.USD","LU0878866978.SGD","LU0965509283.SGD","LU1035773651.USD","LU1914381329.SGD","LU2237443622.USD","LU0203202063.USD","IE00BK4W5L77.USD","JGRO","LU0079474960.USD","SG9999014880.SGD","IE00B1BXHZ80.USD","LU0127658192.USD","LU1074936037.SGD","LU1571399168.USD","LU2237443465.HKD","LU2092937148.SGD","IE00B4JS1V06.HKD","IE00B5949003.HKD","IE00B5TLWC47.USD","LU1934455863.HKD","LU0719512351.SGD","SGXZ80539844.SGD","LU0109392836.USD","SG9999014914.USD","LU1066051225.USD","LU2602419157.SGD","LU0861579265.USD","LU1316542783.SGD","LU1280957306.USD","LU2458330243.SGD","IE0004445015.USD","LU1066053197.SGD","LU0289941410.SGD","LU0210528500.USD","IE00BJJMRY28.SGD","IE00BWXC8680.SGD","IE000WAW04H5.SGD","LU0724617625.USD","LU1674673691.USD","LU2247934214.USD","SG9999015978.USD","IE00B775H168.HKD","LU0985489474.SGD","LU0072461881.USD","LU0323591593.USD","IE00B775SV38.USD","LU2764263203.CNY","LU0859254822.USD","LU2361045086.USD","IE00B7KXQ091.USD","LU1839511570.USD","LU2265009873.SGD","CNEQ","IE000F7OJYX1.SGD","LU0133085943.USD","LU0170899867.USD","BK4585","BK4507","LU0308772762.SGD","LU0642271901.SGD","LU0965509101.SGD","BK4525","LU1814569148.SGD","LU2764262908.HKD","LU0238689110.USD","LU1934455194.USD","LU0162691827.USD","GXPC","GOOG","LU1804176565.USD","IE0009356076.USD","IE0000B7K699.USD","IE00BKDWB100.SGD","IE00BFSS7M15.SGD","LU0889565833.HKD","SG9999001077.SGD","LU2452424414.USD","IE00BJLML261.HKD","LU1699723380.USD","IE00BK4W5M84.HKD","BK4612","LU2637965513.SGD","BK4533","LU0210536198.USD","LU0053666078.USD","LU1035775433.USD","LU2077746001.SGD","LU0234572021.USD","BK4548","LU0456855351.SGD","IE00BZ199S13.USD","LU0433182093.SGD","LU0965508806.USD","LU0234570918.USD","SG9999015986.USD","XLC","LU1069344957.HKD","LU0788109477.HKD","IE00B1XK9C88.USD","SG9999002224.SGD","LU0466842654.USD","SG9999014906.USD","LU0640476718.USD","LU0082616367.USD","BK4592","LU1066051811.HKD","LU2108987350.USD","LU1069347547.HKD","LU1778281490.HKD","LU2764263039.SGD","LU1691799644.USD","LU0072462426.USD","BK4550","LU0175139822.USD","SGOOGmain","BK4602","LU2552382215.SGD","SG9999018865.SGD","LU0289960550.SGD","LU0068578508.USD","LU0494093205.USD","LU1066051498.USD","TRUC","BK4579","BK4588","LU2237443549.SGD","GOOX","IE0004445239.USD","LU2463028550.USD","LU2552382058.USD","LU2720916845.USD","IE000M9KFDE8.USD","LU2357627491.SGD","LU2087621335.USD","FCOM","LU2458330169.SGD","IE000MB6IJN5.SGD","LU1127390331.HKD","BK4581","IE00B3S45H60.SGD","LU2461242641.AUD","EFIV","IE00BFXG0V08.USD","BK4534","LU2361044865.SGD","LU0348723411.USD","LU2092627202.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177428526","title":"期權聚焦 | 微軟遠期450PUT賣出476萬美元，雙賣PUT收租80萬，機構温和看多押注長期支撐","url":"https://stock-news.laohu8.com/highlight/detail?id=1177428526","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177428526?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 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Eagle OEIC上半年加碼存量倉位減持光伏標的SMA Solar","url":"https://stock-news.laohu8.com/highlight/detail?id=2661227761","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661227761?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 23:14","pubTimestamp":1787584472,"startTime":"0","endTime":"0","summary":"金吾财讯 | Steppe Eagle OEIC披露2026年上半年持仓变动，基金上半年没有新建任何投资仓位，主要操作方向为对现有持仓进行增持，同时减持SMA Solar ，报告期内没有出现完全清仓退出的标的。年初至今该基金回报率录得4.64%，跑输同期MSCI 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