美股詳情

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SaaS概念

3,404.82

+12.470.37%

漲家數：6

跌家數：21

平家數：- -

市盈率：- -

高：3,415.22

開：3,385.58

低：3,371.95

收：3,392.35

成交量：1.34億

成交額：273.04億

市值：5.74萬億

流通市值：5.47萬億

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

科技、媒體與電信動態匯總：市場快訊

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

財捷Intuit第四財季淨營收43.5億美元，分析師預期42.7億美元。預計2027財年營收232.8億-235.1億美

Intuit的年度預測未達預期，因其將客户增長作為優先事項

明日關注要點——8月26日（星期三）

CrowdStrike Holdings Inc(CRWD)股票8月25日盤中下跌4.20%：投資者必看的核心信息

TradingKey中文

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

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

ADP周度就業報告：企業招聘人數連續第二周增長。

美國至 8 月 8 日當周 ADP 就業人數周度變動 1.175 萬人，前值 0.95 萬人

埃森哲（ACN）擬收購荷蘭SAP服務商 McCoy擴充中端市場能力

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

個股觀察：英偉達、Strategy、小鵬集團等受關注

傑富瑞上調Workday目標價至225美元

微軟CEO納德拉示警：企業使用AI要掌控Token資本

美銀一口氣上調10只軟件股目標價！Workday(WDAY.US)飆漲46%領銜，AI擔憂退潮估值修復提速

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

加通貝祥：將Workday(WDAY.US)目標價從200美元上調至225美元。

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Holdings Inc(CRWD)股票8月25日盤中下跌4.20%：投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2662375198","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662375198?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 02:16","pubTimestamp":1787681787,"startTime":"0","endTime":"0","summary":"• CrowdStrike 股价在季度财报发布前遭遇波动与抛压。\n• 内部人士根据 10b5-1 计划进行的股票减持加剧了新闻面的负面情绪。\n• 该股的威廉指标（Williams %R）为 99.114，表明处于超卖状态。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262131033-market-movers-crwd-20260825","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":["LU2125909593.SGD","BK4588","LU1923622614.USD","BK4532","CRWC","LU2125909916.SGD","LU2286300806.USD","LU2272731782.SGD","BK4551","LU0081259029.USD","LU1951200564.SGD","LU1720051017.SGD","LU2023250504.SGD","LU2211815571.USD","LU0719512351.SGD","LU2433249047.HKD","LU1064131342.USD","LU0266013472.USD","IE00B19Z9P08.USD","AIPI","LU2125909247.SGD","LU2106854487.HKD","LU1917777945.USD","BK4585","LU2357305700.SGD","LU1992135399.USD","CRWD","BK4598","LU1988902786.USD","IE00BZ9MQY76.HKD","WCBR","LU2265009873.SGD","BK4528","CLOD","LU2264538146.SGD","SPAM","LU1923622291.USD","LU1720051108.HKD","BK4097","CIBR","HAKY","LU1974910355.USD","CRWL","BUG","IGV","PSWD","LU1804176565.USD","LU2125909759.SGD","LU2272731600.USD","LU0082616367.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662756390","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2662756390","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662756390?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 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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