美股详情

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北美软件ETF-iShares

80.46

+0.12000.15%

盘后：80.35-0.1100-0.14%19:58 EDT

成交量：684.11万

成交额：5.49亿

市值：105.56亿

市盈率：-12.82

高：80.93

开：80.42

低：79.76

收：80.34

52周最高：117.99

52周最低：76.26

股本：1.31亿

流通股本：1.31亿

量比：0.33

换手率：5.21%

股息：- -

股息率：- -

每股收益(TTM):-6.2762

每股收益(LYR):-6.2762

净资产收益率：-10.29%

总资产收益率：0.01%

市净率：1.08

市盈率(LYR):-12.82

数据加载中...

总览公司新闻资讯公告

业绩及指引超预期彰显AI顺风！CrowdStrike获大行分析师积极评级

“AI恐惧之墙”挡道，博通今夜财报再好也是跌？

风险外溢下的风格切换：AI硬件出清，软件重估？

美股研究社

美股本轮财报季最大关键词——AI焦虑

华尔街见闻

AI恐慌压顶！当“AI颠覆一切”重创软件股，华尔街不再坚信“回购信仰”

GitLab Q4营收增23%至2.6亿美元超预期，因预订增速不匹配拖累业绩指引，股价盘后重挫超8%

老虎资讯综合

Palantir在暴跌38%后重回华尔街买入名单

老虎资讯综合

深度揭秘Claude和Palantir是如何杀死哈梅内伊的？

联手诺基亚、思科等欧美巨头，英伟达要“定义”6G，目标是“将AI接入电信”

华尔街见闻

软件股估值暴跌后，AI“大并购”时代来了？

华尔街见闻

AI应用软件股继续反弹，Snowflake涨近8%，Datadog、Workday涨超5%

老虎资讯综合

博通高管：到2027年，将至少售出100万枚3D堆叠芯片

老虎资讯综合

业绩稳健、电话会解释“AI冲击”，“SaaS巨头”Salesforce股价依旧重挫

华尔街见闻

C3.ai第三财季营收同比下滑46%不及预期，且本季业绩指引疲软

老虎资讯综合

Salesforce Q4业绩超预期，年度指引平淡未能激发市场热情

老虎资讯综合

泰瑟枪制造商Axon股价大涨18%，AI需求助推软件工具业务

老虎资讯综合

AI应用软件股普涨，Figma涨超8%，AppLovin涨超6%

老虎资讯综合

是时候抄底了？奥本海默上调甲骨文评级：大跌之后即是买入机会

华尔街见闻

33 岁分析师一篇神文，戳穿AI时代最恐怖的真相？

面对企业软件巨头：OpenAI 谋求“颠覆”，Anthropic 选择“共生”

华尔街见闻

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19:35","pubTimestamp":1772624143,"startTime":"0","endTime":"0","summary":"然而，在这场看似无差别的风险释放中，一个极具意味的分化现象正在上演：曾经被视为“时代红利”的 AI 硬件基础设施链条遭遇重挫，而此前长期被边缘化的软件 SaaS 板块却逆势走强。然而，风水轮流转，当硬件的确定性受到质疑时，软件的优势便凸显出来。当前市场传递的信号非常明确：资本正在从\"AI 算力的想象力”撤出部分仓位，转向“盈利改善与现金流确定性”。硬件的下跌，是对过度透支未来","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","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":["NVDA","IGV"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616383825","title":"美股本轮财报季最大关键词——AI焦虑","url":"https://stock-news.laohu8.com/highlight/detail?id=2616383825","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616383825?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 17:30","pubTimestamp":1772616623,"startTime":"0","endTime":"0","summary":"高盛认为，本轮美股财报季呈现企业基本面强劲与“AI焦虑”严重背离的特征。市场定价被AI叙事主导，核心聚焦三大现象：一是AI生产力讨论热烈但量化落地极少；二是AI引发就业冲击隐忧，部分企业克制招聘；三是科技巨头AI资本开支预期爆炸式增长。此外，K型经济分化担忧实被夸大。","market":"sh","thumbnail":"https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766703","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IWO","BK4585","IGV","TWM","SRTY","UWM","BK4550","BK4581","BK4588","MNQmain","GS","RWM","TZA","BK4535","TNA","IWN","BK4534"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616817745","title":"AI恐慌压顶！当“AI颠覆一切”重创软件股，华尔街不再坚信“回购信仰”","url":"https://stock-news.laohu8.com/highlight/detail?id=2616817745","media":"智通财经","labels":["buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616817745?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 15:25","pubTimestamp":1772609113,"startTime":"0","endTime":"0","summary":"重创软件板块的“AI颠覆一切”悲观市场基调不仅美股，全球股票市场的软件板块在“AI颠覆一切”的恐慌中自2月以来持续重挫，尽管美股软件板块回购规模激增，但投资者并不买账，因为市场真正担心的是长期基本面与商业模式会不会被AI彻底重塑。这一轮软件股暴跌以及各板块轮流上演暴跌的核心因素可谓是“AI颠覆一切”这一悲观论调。自该公告发布以来，该股已大幅下跌15%。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409880.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CIBR",".DJI",".IXIC","IGV",".SPX","NDX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1140077183","title":"GitLab Q4营收增23%至2.6亿美元超预期，因预订增速不匹配拖累业绩指引，股价盘后重挫超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140077183","media":"老虎资讯综合","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140077183?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 08:01","pubTimestamp":1772582474,"startTime":"0","endTime":"0","summary":"尽管公司年度经常性收入正式突破10亿美元大关，但由于2027财年营收增速指引显著放缓且不及市场预期，公司股价在盘后交易中一度重挫超8%，今年以来跌幅已扩大至29%。在业绩表现方面，GitLab第四季度实现营收2.604亿美元，同比增长23%。从全年看，2026财年总营收达9.552亿美元，同比增长26%。GitLab预计全年营收在10.99亿至11.18亿美元之间，增速放缓至15.1%-17%，低于分析师预期的17.3%。此外，董事会首次授权4亿美元股票回购计划，以彰显对长期价值的信心。","market":"us","thumbnail":"https://static.tigerbbs.com/7b184ef6bb0cbdf95fc33caa88072342","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7b184ef6bb0cbdf95fc33caa88072342"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"01f5bfa22fdb97a398b7c372534f3289","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"GitLab Q4营收增23%至2.6亿美元超预期，因预订增速不匹配拖累业绩指引，股价盘后重挫超8%","news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IGV","GTLB"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1165455038","title":"Palantir在暴跌38%后重回华尔街买入名单","url":"https://stock-news.laohu8.com/highlight/detail?id=1165455038","media":"老虎资讯综合","labels":["corporation","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165455038?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 21:27","pubTimestamp":1772544421,"startTime":"0","endTime":"0","summary":"此前，Palantir 股价自 11 月 3 日创下历史高点以来，至 2 月 24 日低点累计下跌 38%。多年来，Palantir 一直是美国政府的重要承包商，主要服务于军方和 ICE。甚至在对伊朗的空袭开始之前，华尔街分析师对 Palantir 的看法就已趋于乐观。这一观点也体现在 Palantir 上个月发布的财报中。根据彭博数据，Palantir 未来 12 个月预计 73% 的营收增长率在 S&P 500 Index 中排名第五。所有这些因素，使 Palantir 在地缘政治不确定性加剧之际具备强劲动能。","market":"us","thumbnail":"https://community-static.tradeup.com/news/abca6878f2a17d7adfa6605e86aa2778","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/abca6878f2a17d7adfa6605e86aa2778"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0f19bdc7eba946489643c26d50720b72","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Palantir在暴跌38%后重回华尔街买入名单","news_tag":"corporation,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IGV","PLTR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1138437467","title":"深度揭秘Claude和Palantir是如何杀死哈梅内伊的？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138437467","media":"巨硬的AI","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138437467?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 11:34","pubTimestamp":1772422494,"startTime":"0","endTime":"0","summary":"ImageClaude：一场关于AI灵魂的博弈然而，在AI杀掉哈梅内伊的过程中，美国内部爆发了一场关于AI伦理的剧烈冲突。它的“Claude 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22:06","pubTimestamp":1772114809,"startTime":"0","endTime":"0","summary":"这可能带来数十亿美元的收入。","market":"us","thumbnail":"https://static.tigerbbs.com/454767f3f64a4b17966883afc83a108b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/454767f3f64a4b17966883afc83a108b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f903be4d6f1089ed75fd839546da1dfd","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"博通高管：到2027年，将至少售出100万枚3D堆叠芯片","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IGV","AVGO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2614763063","title":"业绩稳健、电话会解释“AI冲击”，“SaaS巨头”Salesforce股价依旧重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2614763063","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614763063?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 08:21","pubTimestamp":1772065275,"startTime":"0","endTime":"0","summary":"Salesforce Q4营收110.2亿美元同比增12%、剩余履约义务达351亿美元超预期，并抛出500亿美元巨额回购以提振股价。CEO在电话会上猛烈抨击“AI颠覆SaaS”的市场恐慌极不理性，但公司下一财年增长指引仅为8%，未达到投资者的高期待。公司股价盘后仍下跌近5%。","market":"other","thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"799117eb50a0a3e0bce38264a64c24e2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766215","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"业绩稳健、电话会解释“AI冲击”，“SaaS巨头”Salesforce股价依旧重挫","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRM","BK4528","BK4551","BK4585","BK4023","BK4587","BK4588","BK4543","IGV"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1169872775","title":"C3.ai第三财季营收同比下滑46%不及预期，且本季业绩指引疲软","url":"https://stock-news.laohu8.com/highlight/detail?id=1169872775","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169872775?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 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Assistant的工具已吸引超过500家客户。Axon将这一变化归因于运营亏损和战略投资活动。","market":"us","thumbnail":"https://community-static.tradeup.com/news/76ef3d60f6f043ba20d6d9b161f23763","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/76ef3d60f6f043ba20d6d9b161f23763"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"33f6e60fdb1f1d05a181751f202b58b0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IGV","AXON"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1189357194","title":"AI应用软件股普涨，Figma涨超8%，AppLovin涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189357194","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189357194?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 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岁分析师一篇神文，戳穿AI时代最恐怖的真相？","url":"https://stock-news.laohu8.com/highlight/detail?id=1115916229","media":"码头青年","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115916229?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 18:16","pubTimestamp":1772014617,"startTime":"0","endTime":"0","summary":"作者以“2028年6月发布的一份宏观研究” 展开，倒推AI技术进步和智能体普及对人类社会和经济的影响。为了自救，它们只能继续裁员、投入更多AI。token 可以理解为 AI 处理信息时的最小计量单位。你输入的一段文字，会被拆成很多小块，AI 输出的回答，也会被拆成很多小块。但在2027年的推演中，AI代理杀死了这一切。但AI最先取代的就是他们。如果AI把人类的生产成本降到了零，那也意味着人类的收入也将趋向于零。","market":"us","thumbnail":"https://static.tigerbbs.com/1c987a5b23607493a5d06cda5496e290","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1c987a5b23607493a5d06cda5496e290"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s/8VVK1Akq74_qKA_MiDLK7Q","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":"lsy1772015001670","symbols":["IGV","DASH"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2614776361","title":"面对企业软件巨头：OpenAI 谋求“颠覆”，Anthropic 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