美股詳情

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Tema Photonics & Optical ETF

43.44

+1.764.22%

盤後：43.500.0600+0.14%16:57 EDT

成交量：18.78萬

成交額：810.92萬

市值：8,123.28萬

市盈率：- -

高：43.65

開：43.65

低：42.75

收：41.68

52周最高：50.82

52周最低：32.55

股本：187.00萬

流通股本：187.00萬

量比：0.76

換手率：10.04%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：-64.97%

市淨率：-0.17

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

Lumentum（LITE）盤前上漲3.68% 第四財季營收預期約為9.89億美元

【美股盤前】芯片股、光通信股集體上漲，Lumentum升逾3%；蘋果被曝正測試長鑫存儲芯片；德銀Q2增持美光科技，英偉達為第一大重倉股；索尼、台積電被曝擬投資1萬億日元，佈局下一代圖像傳感器

每日经济新闻

「站在光裏」的Lumentum業績即將放榜! 「沽空存儲、多光」交易再添一把火?

「站在光裏」的Lumentum(LITE.US)業績即將放榜! 「沽空存儲、多光」交易再添一把火?

A股收評 | 滬指五連陽漲0.67% 超4000股飄紅醫藥軍工有色領升

「新股神」：仍看多存儲板塊，市場焦點重新轉向光子領域

景林資產Q2美股持倉：清倉Meta等熱門科技股，建倉阿斯麥等AI算力產業鏈公司

AAOI業績爆了，帶飛整個光通信

华尔街见闻

Lumentum Holdings Inc(LITE)股票8月7日盤中上漲6.15%：原因全解讀

TradingKey中文

日記-未來一周美國企業財報日程

Applied Optoelectronics(AAOI.US)Q2電話會：AI相關需求依然強勁產能及關鍵器件供應成短期增長主要約束

美股異動 | 光通信概念股普漲 Applied Optoelectronics(AAOI.US)漲逾12%

光通信板塊盤前普漲 Coherent（COHR）漲4.87% 機構料未來五年全球光通信行業有望保持高增長

Tower半導體獲Bofa全球研究首次覆蓋，買入評級與367美元目標價出爐

或受AAOI擴產衝擊中際旭創尾盤跳水，公司回應：公司7月訂單指引至今有效

港股異動 | 中際旭創(03308)午後轉跌逾6% 同業AAOI 800G收入高增 1.6T產品即將完成客户認證

Tower Semiconductor Ltd(TSEM)股票8月6日盤中上漲8.78%：原因全解讀

TradingKey中文

Lumentum Holdings Inc(LITE)股票8月6日盤中上漲5.04%：背後推手曝光

TradingKey中文

光通信概念股局部強勢 AXT Inc（AXTI）漲13.77% 機構預警：美國若盲目切割中國光模塊產品將反噬西方廠商

ETF日報 | 2倍做多Palantir ETF升逾58%；三倍做多半導體ETF漲近20%；科技與半導體槓桿領升

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17:52","pubTimestamp":1786355563,"startTime":"0","endTime":"0","summary":"①【三大期指涨跌不一】道指期货跌0.06%，标普500指数期货涨0.14%，纳指期货涨0.46%。②【芯片股普涨】芯片股普涨。截至发稿，英特尔上涨1.55%，AMD上涨0.86%，英伟达上涨0.51%。③【光通信股集体上涨】光通信股集体上涨。截至发稿，Coherent上涨2.6%，Lumentum上涨3.46%，迈威尔科技上涨2.35%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608103836718144.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/202608103836718144.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":["NVDL","LU2125154778.USD","LU2462157665.USD","LU0353189680.USD","LU2083900584.USD","LU0889566641.SGD","LU1037948897.HKD","LU0080751232.USD","AAPE","BRK.A","LU1642822529.SGD","TTXU","LU0823414551.USD","IE00BD6J9T35.USD","LU0170899867.USD","CGNG","LU1815336760.USD","SOXY","LU1732799900.SGD","LU2168563687.JPY","BK4605","NVDA","LU1582987597.SGD","LU0061474705.USD","SGXZ99366536.SGD","NVDS","IE00B775H168.HKD","LU1400636574.HKD","LU2028103732.USD","AAPW","LU2764262908.HKD","IE000SO60NU8.SGD","LU2543165471.USD","ARTY","LU0251131958.USD","AMDL","BK4574","LU0683600562.USD","SONY","LU2462591277.SGD","LU0267386448.USD","LU2023250504.SGD","IE00BK4W5L77.USD","LU1582986433.USD","ADVE","LU2213496289.HKD","IE00B1XK9C88.USD","LU1868836757.USD","LU2023250843.SGD","LU0557290698.USD","LU2063271972.USD","IE00B3SWFQ91.USD","TSL","ABFL","LU2746668461.USD","IDRV","LU1852331112.SGD","HK0000320264.USD","IE00BWXC8680.SGD","LU2491050071.SGD","LU0158827948.USD","LU0477156797.USD","SHOC","LU1066053197.SGD","NVD2.UK","SG9999014542.SGD","LU2602419157.SGD","TSLQ","LU1548497426.USD","ELOL","BK4567","LU2505996681.GBP","MRVX","TSMG","IE00BQXX3F31.USD","LU1983260115.SGD","BK4575","IE00BQXX3C00.GBP","LU1868838027.USD","EMSF","LU0426412945.USD","AMDG","LU2237443549.SGD","LU2362541273.HKD","GGLS","LU0345768740.USD","LU0308772762.SGD","LU1791710400.SGD","LU1303367103.USD","TSII","VT","SG9999014914.USD","LU2506952097.USD","LU0882574139.USD","IE00B19Z8W00.USD","AVEM","LGHT","AIQ","LU2360107168.USD","IE00BZ199S13.USD","SG9999015952.SGD","GOOP","LU0203202063.USD","IE00BYXW3230.USD","BK4550","BK4533","LU0359201885.HKD","WUGI","LU2322448957.HKD","LU2237443622.USD","LU0210533765.USD","CORO","IE00BKPKM429.USD","LU0069063385.USD","LU0128525689.USD","LU2106854487.HKD","LU0128525929.USD","LU2404859667.USD","LU0820562030.AUD","TEK","BK4020","WDNA","TSLL","HK0000306701.USD","LU2272731865.HKD","LU2211814178.USD","LU0133085943.USD","LU0205194284.USD","LU0198837287.USD","LU2237438978.USD","TEST","LU1400636491.USD","NVD3.UK","IE00B19Z9505.USD","LU1043141396.HKD","LU1127390331.HKD","LU2750360997.AUD","LU0792757196.USD","LU2249611893.SGD","LU2473716301.USD","LU1506573853.SGD","LU1934455277.USD","LU0251132253.USD","GOOX","IE0034235295.USD","CHPX","LU0823421333.USD","LU1861220033.SGD","TSYY","LU0077335932.USD","IE000F7OJYX1.SGD","SOXX","LU1291159041.SGD","LU0823414478.USD","LU2487616109.SGD","03145","LU2361044949.HKD","GOU","LU1074936037.SGD","LU0354030511.USD","SPRX","LU0154236417.USD","LU0323240290.USD","LU0251142724.SGD","LTL","IE0009356076.USD","LU0820561818.USD","LU0964807845.USD","LU1206713676.USD","LU0359202008.SGD","LU1880398554.USD","LU0097036916.USD","LU2764263039.SGD","SG9999014567.USD","GNOM","LU1803068623.USD","LU2237443465.HKD","LU0052756011.USD","IE00BMPRXQ63.HKD","LU0130102774.USD","LU0889565833.HKD","LU0109391861.USD","LU0787776722.HKD","ANV","IE00BHPRN162.USD","LU0205193047.USD","07388","MUU","NVYY","BK4559","LU1032955483.USD","LU1670628061.USD","NVD","LU1989772923.USD","LU0175139822.USD","LU2361045086.USD","IE00B3S45H60.SGD","LU2420271590.USD","LU0011850046.USD","IE00BFMHRM44.USD","MULL","LU1551013425.SGD","LU0029864427.USD","BK4591","AAPU","IE00BJJMRY28.SGD","LU1043141123.HKD","LU1232071149.USD","BK4581","BK4511","IE0004445239.USD","LU0234570918.USD","LU0107464264.USD","BK4592","LU2362540622.SGD","SG9999004303.SGD","LU2360106780.USD","XLC","LU1211504680.USD","BK4538","LEGR","LU0949170772.SGD","AMDS","LU2506952170.USD","LUMA","LU0130518102.USD","LU2089985449.USD","BK4503","LU1202635105.USD","IE00BLSP4239.USD","LU2089283258.USD","IE00BFXG0V08.USD","IE00BQXX3D17.EUR","LU0957791311.USD","TESL","THMR","SKYY","LITE","LU0215105999.USD","ROM","LU2458330243.SGD","MRNY","LU1035775433.USD","LU1989764748.USD","IE000WAW04H5.SGD","LU3102509885.SGD","USXF","MVLL","AIS","LU0158827781.USD","LU1267930813.SGD","LU2041044095.USD","LU1316542783.SGD","SPWO","CNEQ","COHX","LU0094547139.USD","LU1582987324.SGD","LU0878004406.USD","GTEK","NULC","EFIV","LU2357125470.USD","LU1989772840.SGD","LU2347655073.USD","LU1861215975.USD","TSMX","AMUU","BK4551","LU0057025933.USD","GB00BDT5M118.USD","LU1267930227.SGD","LU1037948541.HKD","LU0784385170.HKD","LU1035773651.U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「沽空存儲、多光」交易再添一把火?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658986783","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658986783?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 16:25","pubTimestamp":1786350300,"startTime":"0","endTime":"0","summary":"从800G迈向1.6T与3.2T：Lumentum押注AI数据中心“光进铜退”，高端激光器进入供不应求周期Lumentum的2026财年第四季度业绩预计将继续受益于云计算和AI产品组合带来的持续强劲高速光学器件需求，其中元器件和系统业务均表现强劲。尽管需求环境有利，供应限制仍可能制约Lumentum在2026财年第四季度充分满足客户需求的能力。当前Lumentum估值并不便宜。不过，Lumentum相较于Marvell Technology仍存在显著估值折价，后者股票的市销率约为13倍。","market":"us","thumbnail":"https://static.tigerbbs.com/ea637d1496ccafa07a68a41c55057aff","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ea637d1496ccafa07a68a41c55057aff"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477940.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"“站在光里”的Lumentum业绩即将放榜! “做空存储、多光”交易再添一把火?","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LITX","LU0240878834.USD","LU0823414551.USD","LU0348723411.USD","LU1861220033.SGD","LU1861215975.USD","LU0106261612.USD","LU0012050646.USD","LU0289961442.SGD","BK4588","LU2543165471.USD","LU0205194284.USD","LU0823414478.USD","LU2249611893.SGD","LU2294711713.HKD","LU2290526834.HKD","LU2360107168.USD","LU0289739343.SGD","LU2506951792.HKD","BK4585","LU0240877869.USD","EGGY","LUMA","LU2357125470.USD","LU0205193047.USD","LU0511384066.AUD","FOTO","LAZR","LITE","BK4020"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658198678","title":"「站在光裏」的Lumentum(LITE.US)業績即將放榜! 「沽空存儲、多光」交易再添一把火?","url":"https://stock-news.laohu8.com/highlight/detail?id=2658198678","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658198678?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 15:53","pubTimestamp":1786348380,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["LU2290526834.HKD","LU0823414551.USD","LU1861220033.SGD","LU2360107168.USD","LUMA","LU0289739343.SGD","LU2543165471.USD","LU0240878834.USD","LU0823414478.USD","LU0348723411.USD","LU0289961442.SGD","LU0205194284.USD","LITX","LU0240877869.USD","LU0106261612.USD","LU2249611893.SGD","LAZR","BK4020","LU0012050646.USD","LU2357125470.USD","FOTO","LITE","EGGY","LU2506951792.HKD","BK4585","LU1861215975.USD","LU0205193047.USD","BK4588","LU0511384066.AUD","LU2294711713.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658698567","title":"A股收評 | 滬指五連陽漲0.67% 超4000股飄紅 醫藥軍工有色領升","url":"https://stock-news.laohu8.com/highlight/detail?id=2658698567","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658698567?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 15:21","pubTimestamp":1786346478,"startTime":"0","endTime":"0","summary":"截至收盘，上证指数涨0.67%报3966.59点，深证成指涨0.04%报14316.96点，创业板指跌0.73%报3537.21点，科创50跌0.36%报1737.77点，北证50跌1.00%报1122.88点。沪深两市成交额25231.03亿元，较上一交易日缩量1413.17亿元。全市场4068只个股上涨、1391只下跌，103只涨停、5只跌停，上涨占比73%。催化方面，药明康德公告美国法院批准初步禁令动议，挑战1260H清单认定期间免受不利影响，药明康德2026年中报营收同比增38.9%、归母净利润首次突破百亿元。上述板块前期涨幅较大、当日跌幅居前。","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/1477916.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":["BK0188","000001","AAOI","AAOX","BK0183","IE0031619046.USD","LU0880133367.SGD","IE00B0JY6N72.USD","LAZR","BK0278","BK0187","LU1655091616.SGD","BK0012","LU1807302812.USD","BK4020","BK0201","LU0067412154.USD","LU1781817850.SGD","BK0028","IE00B66KJ199.SGD","LU1580142542.USD","IE00B7SZL793.SGD","IE00B19Z4B17.USD","LU0501845795.SGD","XITK","LU0072913022.USD","LU1993786604.SGD","LU1226287529.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658975674","title":"「新股神」：仍看多存儲板塊，市場焦點重新轉向光子領域","url":"https://stock-news.laohu8.com/highlight/detail?id=2658975674","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658975674?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 16:56","pubTimestamp":1786265767,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，“新股神”发文表示，其仍看多以美光（MU）和三星为代表的存储板块，并认为市场往往会在不同供应瓶颈之间轮动。本周，AXTI 至 LITE 等光子板块标的再次成为焦点；相较 7 月下跌期间，主要变化是股价，其后才是零散的叙事和业务更新。\n\n他指出，市场在 7 月下跌时已经知道 COHR 和 LITE 的激光产品未来 2 年全部售罄，也已从 AAOI 上季度业绩电话会了解需求失衡。除清算后的股价变化外，光子板块基本面并未恶化；光收发器及磷化铟衬底瓶颈没有改变，甚至可能进一步加剧。\n\n存储方面，“新股神”称散户正出现投降情绪，但此前同一批人在 MU 签署 16 份 SCA 并给出出色预测后极度看多。他认为，当前存储业务的营业利润与市值之比“极不合理”，且明年需求失衡或更严重；同一家公司改变的只是估值和叙事，市场则在不同板块间轮动。 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15:48","pubTimestamp":1786175316,"startTime":"0","endTime":"0","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms 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Optoelectronics(AAOI.US)Q2電話會：AI相關需求依然強勁 產能及關鍵器件供應成短期增長主要約束","url":"https://stock-news.laohu8.com/highlight/detail?id=2657641105","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657641105?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 22:01","pubTimestamp":1786111278,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国光通信技术公司Applied Optoelectronics公布了强劲的2026年第二季度业绩。管理层表示，AI基础设施相关需求依然强劲。整体而言，Applied Optoelectronics当前增长逻辑依然围绕AI数据中心需求展开，但公司未来增长速度将取决于其能否突破产能和供应链瓶颈。财务业绩Applied Optoelectronics第二季度营收为1.919亿美元，Non-GAAP毛利率为29.8%，并表示Non-GAAP净利润为550万美元。","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://www.zhitongcaijing.com/content/detail/1477585.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":["AIPO","QTOC","VTHR","AAOI","AAOX","IE00B7SZL793.SGD","IE0031619046.USD","XITK","BK4020","IE00B19Z4B17.USD","IE00B66KJ199.SGD","LAZR","ARTY","CHAT","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657658641","title":"美股異動 | 光通信概念股普漲 Applied Optoelectronics(AAOI.US)漲逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2657658641","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657658641?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 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機構料未來五年全球光通信行業有望保持高增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2657617685","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657617685?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 18:40","pubTimestamp":1786099211,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块盘前普涨，截至发稿，Applied Optoelectronics 涨13.27%，Coherent涨4.87%，康宁涨4.78%，Lumentum涨4.53%，Astera Labs涨1.29%。维持对全球光通信行业高景气度的判断，未来五年有望持续保持高增长态势，持续推荐光通信板块。中国光模块龙头在AI高速互联领域已建立起覆盖技术迭代、量产规模与客户响应的综合优势，产业链地位稳固，禁令落地面临较大的产业现实阻力。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303553","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":["LU0240877869.USD","SGXZ99366536.SGD","LU0823414551.USD","BK4588","LU2290526834.HKD","CNAV","LU0106261612.USD","LU2473716301.USD","LABX","LU2322448791.USD","LU1861220033.SGD","LU0823414478.USD","LU1720051108.HKD","BK4512","LU0012050646.USD","LU2543165471.USD","LU0205193047.USD","LU1548497426.USD","LU2294711713.HKD","IE0031619046.USD","LU1992135399.USD","LU2357125470.USD","LU2211815571.USD","LU2506951792.HKD","LU2360107168.USD","SMHX","LU2272731865.HKD","GLW","LU1804176565.USD","COHR","XSD","LITE","COHH","SGXZ51526630.SGD","CHAT","IE00B66KJ199.SGD","COHC","LU0274383776.USD","XITK","SPRX","COWG","BK4585","LU2272731600.USD","LU0205194284.USD","LU2089985449.USD","LAZR","LU1861215975.USD","LU2272731782.SGD","ALAB","BK4020","AAOI","BK4148","LU1992135472.HKD","LU0511384066.AUD","LU2249611893.SGD","LU2357305700.SGD","SOXY","LU2265009873.SGD","GLWG","BK4141","IE00B7SZL793.SGD","LU0289961442.SGD","COHX","LU0289739343.SGD","LU1720051017.SGD","EGGY","LU0266013472.USD","LU0240878834.USD","LU2931357623.SGD","BK4157","LU2322448957.HKD","LU0348723411.USD","IE00B19Z4B17.USD","AAOX","RULE","SGXZ81514606.USD","IE00BFMHRM44.USD","LITX","AIPI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1145718041","title":"Tower半導體獲Bofa全球研究首次覆蓋，買入評級與367美元目標價出爐","url":"https://stock-news.laohu8.com/highlight/detail?id=1145718041","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145718041?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 17:21","pubTimestamp":1786094491,"startTime":"0","endTime":"0","summary":"Bofa全球研究正式启动对Tower半导体（Tower Semiconductor Ltd.）的覆盖分析，并给予其“买入”评级。与此同时，该机构还设定了每股367美元的价格目标。这一举措标志着国际投行开始聚焦这家半导体企业的增长潜力与市场价值。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LAZR","TSEM","LU2290526834.HKD","LU2098885051.SGD","LU1861220033.SGD","IE0009354923.USD","BK4141","LU1861215975.USD","LUMA","LU2360107168.USD","LU1303367103.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657761585","title":"或受AAOI擴產衝擊中際旭創尾盤跳水，公司回應：公司7月訂單指引至今有效","url":"https://stock-news.laohu8.com/highlight/detail?id=2657761585","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657761585?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 16:19","pubTimestamp":1786090758,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["IE0031619046.USD","XITK","IE00B66KJ199.SGD","AAOI","AAOX","IE00B7SZL793.SGD","IE00B19Z4B17.USD","LAZR","BK4020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657061692","title":"港股異動 | 中際旭創(03308)午後轉跌逾6% 同業AAOI 800G收入高增 1.6T產品即將完成客户認證","url":"https://stock-news.laohu8.com/highlight/detail?id=2657061692","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657061692?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 14:35","pubTimestamp":1786084555,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中际旭创早盘一度涨超7%，午后快速转跌，截至发稿，跌3.65%，报1109港元，成交额21.33亿港元。公司预计800G收入将在第三季度接近环比五倍增长，首个1.6T产品将在未来数周完成客户认证，并在第三季度后期开始发货。中际旭创证券事务相关负责人称，公司已注意到相关市场信息，经核实，FCC尚未出台相关领域限制性文件。就禁令出台后的影响，相关负责人称，因并未出台，暂时不予评述。","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://www.zhitongcaijing.com/content/detail/1477222.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0540923850.HKD","LU1023057109.AUD","LU1820825898.SGD","LU1146622755.USD","LU1064130708.USD","LU1251922891.USD","BK0077","BK1149","LU0708995583.HKD","LU0348825331.USD","XITK","LU0320764599.SGD","LU1808992512.USD","IE0032431581.USD","LU2580892789.USD","LU0082770016.USD","LU1781817850.SGD","BK1249","LAZR","03308","LU2289578879.USD","KCAI","IE00BYTNYN87.SGD","IE0034224299.USD","300308","BK0070","LU1655091616.SGD","LU1997245094.SGD","IE00B12V2V27.USD","BK4020","SGXZ49509284.SGD","LU1303224171.USD","IE00B7SZL793.SGD","LU2476274308.USD","LU2177674079.SGD","LU0082770016.SGD","LU0620787316.HKD","BK0167","LU1064131003.USD","AAOI","AAOX","LU0359201612.USD","VXUS","LU1719994722.HKD","LU2495084118.USD","SGXZ81163826.USD","IE00B19Z4B17.USD","BK0028","IE00BYQNZ168.SGD","91530"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657523306","title":"Tower Semiconductor Ltd(TSEM)股票8月6日盤中上漲8.78%：原因全解讀","url":"https://stock-news.laohu8.com/highlight/detail?id=2657523306","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657523306?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 03:16","pubTimestamp":1786043785,"startTime":"0","endTime":"0","summary":"• 在硅光子和电源管理需求的推动下，高塔半导体季度业绩超出了预期。\n• 工业和汽车行业去库存周期的结束正在提升工厂产能利用率和毛利率。\n• 营收指引的上调以及机构对中盘半导体股买入的增加带来了积极的发展势头。","market":"nz","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/262084855-market-movers-tsem-20260806","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":["LU1861220033.SGD","LU2360107168.USD","LU1303367103.USD","LUMA","IE0009354923.USD","TSEM","BK4141","LAZR","LU2098885051.SGD","LU2290526834.HKD","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657327659","title":"Lumentum Holdings Inc(LITE)股票8月6日盤中上漲5.04%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2657327659","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657327659?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 01:16","pubTimestamp":1786036584,"startTime":"0","endTime":"0","summary":"• Lumentum公布的季度业绩在关键财务指标上均超出市场共识预期。\n• 对高速光模块的需求正推动云计算和网络领域的增长。\n• 随着超大规模数据中心市场份额的增长，分析师纷纷上调了其目标价。","market":"sh","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/262084713-market-movers-lite-20260806","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":["LITX","LU0240877869.USD","LU0289739343.SGD","LU0205194284.USD","BK4585","LITE","LU0511384066.AUD","EGGY","LU0240878834.USD","LU0106261612.USD","FOTO","LU2249611893.SGD","LU2290526834.HKD","LUMA","LU0823414478.USD","BK4020","LU2357125470.USD","LU0012050646.USD","LU2294711713.HKD","LU0348723411.USD","LU0823414551.USD","LU1861220033.SGD","LAZR","BK4588","LU0205193047.USD","LU0289961442.SGD","LU2543165471.USD","LU2360107168.USD","LU1861215975.USD","LU2506951792.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657752332","title":"光通信概念股局部強勢 AXT Inc（AXTI）漲13.77% 機構預警：美國若盲目切割中國光模塊產品將反噬西方廠商","url":"https://stock-news.laohu8.com/highlight/detail?id=2657752332","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657752332?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 22:06","pubTimestamp":1785938807,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股局部强势，截至发稿，AXT Inc 涨13.77%，Coherent涨5.12%，Applied Optoelectronics涨3.87%，Lumentum涨2.07%，Ciena涨1.77%，安费诺涨1.51%，Credo Technology涨1.32%。消息面上，美国拟禁止进口中国光模块产品传闻仍持续扰动股市。知名技术市场研究机构Counterpoint新近发布预警称，若美国政府实施针对中国光收发器模块（光模块）的进口禁令，将对美国超大规模数据中心运营商造成严重的“附带伤害”，并急剧加剧当前西方供应链无法独自化解的硬件供应瓶颈。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303472","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":["IE0001KFT4U8.USD","LU2065169927.USD","COHC","LU2360107168.USD","SG9999004303.SGD","LU2213496289.HKD","LU0511384066.AUD","LU1992135399.USD","LU1232071149.USD","LU0889565833.HKD","LU0708995401.HKD","USD","IE00BK4W5M84.HKD","IE00BGHQF631.EUR","TDIV","IE00BBT3K403.USD","IE00BMCWC346.EUR","LU0323240290.USD","IE00BVYPNW00.USD","LU1202635105.USD","LU0868494617.USD","LU0466842654.USD","XLK","LU2237443382.USD","LU0689472784.USD","BK4551","LU2413666699.HKD","LU0323239441.USD","LU0472753341.HKD","LU0553294199.USD","LU2592432038.USD","IE00B775SV38.USD","HAKY","SG9999015986.USD","LU0124676726.USD","LU2272731782.SGD","LU1868836914.USD","LU1127390331.HKD","LU0347712357.USD","LU2244417387.USD","IE00BKDWB100.SGD","IE00B775H168.HKD","IE00B19Z9Z06.USD","LU0820561818.USD","LU0963586101.USD","LU0823434583.USD","LU1935042488.USD","LU0289961442.SGD","LU0823414551.USD","LU2083900584.USD","LU0053666078.USD","ARTY","LU0070217475.USD","LU2347655156.SGD","LU2462157665.USD","LU2286300806.USD","LU0276348264.USD","SG9999017495.SGD","LU2637965513.SGD","SG9999015978.USD","LU0957791311.USD","TEK","LU0949170772.SGD","CRDU","LU0205194284.USD","LU0345769631.USD","LU2125154935.USD","LU0158827948.USD","IE00BJJMRX11.SGD","LU0310800379.SGD","AVGG","LU1670711040.USD","COHR","LU2860962120.EUR","LU1066051225.USD","LU0308772762.SGD","LU1244550577.SGD","LU1934455194.USD","LU1778281490.HKD","LU1066051498.USD","LU2430703178.SGD","SG9999015945.SGD","LU0787776722.HKD","LU0080751232.USD","LU0444973449.USD","PTF","USXF","LU0128525929.USD","LU0081259029.USD","CHPX","LU0174119429.USD","LU2417539215.USD","LU2211815571.USD","LU2106854487.HKD","LU1551013342.USD","IE00B3S45H60.SGD","BK4612","LU2750360997.AUD","LU1066051811.HKD","LU1979441026.SGD","LU2210149790.SGD","LU2764263203.CNY","LU2237957902.USD","SGXZ51526630.SGD","IE00BFSS7M15.SGD","LU0048584097.USD","IE00BGHQF417.EUR","LU2456880835.USD","LU0719512351.SGD","LU1670710588.SGD","COHH","LU0094547139.USD","LU2210150020.SGD","LU2108987350.USD","LU0823421416.USD","LU2237957811.SGD","LU1623119135.USD","LU0079474960.USD","LU1153585028.USD","LU1868837136.USD","IE00BGHQDM52.EUR","LU2247934214.USD","LU0187121727.USD","LU0106261372.USD","LU0320765646.SGD","IE00BZ9MQY76.HKD","CHAT","LU2237443895.HKD","COHX","IE0009356076.USD","IE0034235303.USD","LU1366192091.USD","LU0738911758.USD","LU2361044865.SGD","LU2403377893.USD","LU2473716301.USD","IE00BN29S564.USD","LU0082616367.USD","LU1803068979.SGD","LU0949170426.SGD","LU2505996681.GBP","LU2265009873.SGD","VGT","LU1803068623.USD","LU1923623000.USD","LITX","LU1923622614.USD","LU0205193047.USD","SG9999002232.USD","LU0096362180.USD","LU0788109477.HKD","LU2347655073.USD","IE00B7KXQ091.USD","LU0820561909.HKD","LU0289739343.SGD","LU0274383776.USD","LU1712237335.SGD","LU2168564222.USD","LU1914381329.SGD","LU0957808578.USD","SG9999014906.USD","LU0353189763.USD","LU2048586759.USD","LU2095319765.USD","LU2237443622.USD","AVGW","BK4585","LU0342679015.USD","LU1633808545.USD","IE00BVYPNP33.GBP","IE00BVYPNV92.GBP","LU1400636574.HKD","LU0726765562.USD","IE00BQXX3C00.GBP","AVGU","LU2023250843.SGD","LU1988902786.USD","LU1064131342.USD","LU0323591593.USD","LU2023250330.USD","LU0965509101.SGD","LU0061474960.USD","LU0203201768.USD","BK4575","LU0238689110.USD","BK4581","LU1267930730.SGD","BK4598","LU0056508442.USD","LU1815333072.USD","BK4543","IE00BMPRXN33.USD","LU1868836757.USD","LU1935043023.USD","TRFK","IE00BZ1G4Q59.USD","IE00BDGV0183.EUR","LU0345769128.USD","LU1670710661.SGD","LU0127658192.USD","LU0203347892.USD","LU2471134796.USD","LU2028103732.USD","LU2242649171.HKD","LU2746668461.USD","APH","LU0029864427.USD","LU1280957306.USD","IE00BYQQ9H92.USD","LU0823434740.USD","LU1861220033.SGD","IE00BJTD4V19.USD","IE00BMPRXQ63.HKD","FTEC","LU0724617625.USD","BK4147","LU0157215616.USD","LU0640476718.USD","IE00BN8TJ469.HKD","LU0154245756.USD","LU0012050646.USD","BK4554","LU1400636657.SGD","LU2065170008.USD","SG9999018865.SGD","MADE","LU2931357623.SGD","LU0689626769.HKD","EGGY","LU0345770308.USD","IE00BMPRXR70.SGD","LU2357305700.SGD","HK0000914660.USD","SG9999014914.USD","LU1732799900.SGD","IETC","IE00B5949003.HKD","SG9999014880.SGD","LU0211327993.USD","LU2433249047.HKD","LU2471134879.HKD","LU2065171402.SGD","LU0143551892.USD","LU2023250504.SGD","LU0240877869.USD","LU2063271972.USD","IE00BFXG0V08.USD","HVAC",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| 2倍做多Palantir ETF升逾58%；三倍做多半導體ETF漲近20%；科技與半導體槓桿領升","url":"https://stock-news.laohu8.com/highlight/detail?id=1107495864","media":"ETF追踪","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107495864?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 04:07","pubTimestamp":1785874020,"startTime":"0","endTime":"0","summary":"ETF层面，单一科技股相关杠杆产品涨幅居前，做空与反向产品普遍承压。美股ETF涨幅Top52倍做多PLTR ETF-Corgi上涨58.48%。多家媒体称Palantir上调全年及中期收入预期，并表示商业需求强劲，相关消息带动公司股价走强。2倍做多PLTR ETF-GraniteShares上涨58.03%。该产品两倍做空Palantir，底层公司股价走强，杠杆机制放大当日跌幅。1倍做空PLTR ETF-Direxion下跌29.21%。三倍做多MSCI新兴市场ETF-Direxion上涨7.65%。行业指数ETF涨幅Top 5三倍做多半导体ETF-Direxion Daily上涨19.87%。债券ETF涨幅Top 5First Trust SSI Strategic Convertible Securities ETF上涨2.21%。","market":"us","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"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":["BK4535","SOXY","IGV","PXJ","SH","SHNY","QID","UYM","FWD","FDN","CEF","GBUG","TEKX","BK4588","RWM","GUNZ","BK7062","VTWO","DMAX","NBDS","IE00B19Z9Z06.USD","IE00B894F039.SGD","GUNR","SPUU","DZZ","KGLD","PHYS","SDS","VDE","EIS","EWY","02834","YGLD","EDC","ETNG","UPRO","DUG","LU1861559042.SGD","UGA","DULL","QQQ","SAA","XITK","MQQQ","URTY","MVV","GUSH","TQQY","JNUG","SCHK","EDZ","USO","IE00B66KJ199.SGD","FTXL","IXC","AGQ","COZX","GDXY","PBUG","XSD","SOXX","DGP","BK4613","AUAU","SPYU","TECY","USE","QDEC","NUGT","NVTC","SGDM","GLDY","IE00BZ9MQY76.HKD","VRC","GLD","QSWN","FGDL","GDXU","TWM","BEGS","DUST","OIH","PFXF","WTIU","VOO","CWB","03086","XW","QLD","07261","IE00B19Z4B17.USD","TEUP","OSSL","BK4543","GDX","JDST","OILK","IE0031619046.USD","SCO","SPXU","USOI","FAAR","AIPI","SHLD","FCVT","BGLD","RGTC","SSG","NVOX","HIBL","CHPY","ONTX","MMAX","AAOZ","PICK","07522","IWM","SMH","SOXS","ERX","SGOL","GPIQ","DBC","SPDN","GDXD","VGT","DBE","GLDM","BAR","SIMX","GDXJ","IE00B19Z9P08.USD","DRLL","SPY","NUGY","YSPY","BK4550","USG","07266","XME","OUNZ","BK4020","PSQ","09086","MIDU","SPYM","BK4007","CIFG","SPYQ","512480","ZSL","AAAU","CHPS","QMAR","NOCT","OILT","UWM","PLTG","SLV","DRIP","GDXW","GLDW","BK4547","DGZ","PXE","USD","IE00B7SZL793.SGD","JGLD","XLK","USL","SPTL","07568","PLT","CIFU","SOXL","SPXL","PALL","TNA","GOAU","EYES","ICVT","LAZR","NANR","LITC","OILU","SSO","GLTR","NVOH","SPXS","IAUM","DIG","TAN","UMDD","FTXN","SQQQ","TQQQ","PLTL","EEMO","CCNR","IAUI","SIVR","BNO","159582","XES","NBIC","IGLD","LU1861558580.USD","SPYH","09834","BK4593","DBO","NJUL","UXAP","UCO","IEO","SGDJ","UGL","PSCM","QQQM","BK4023","GOLY","TZA","ALA","RING","NJAN","BK4585","IAU","NAPR","SOXQ","GLL","IVV","AAOX","03034","BTGD","SMAX","CWC","QQQW","HAP","PSI","QQQX","SMHX","03455"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":7,"pageCount":5,"totalSize":132,"code":"91000000","status":"200"}]}}