台积电呢_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

Sod
04-23

台积电呢

美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部

博通市值正式跨越2万亿美元大关，成为美股史上第六家达成此里程碑的科技巨头。谷歌发布的第八代TPU及延伸至2031年的供应协议成为核心催化剂，不仅平息了市场对其份额流失的疑虑，更触发股价创历史新高。瑞银随即上调博通2027财年AI收入预测至1454亿美元，认为谷歌与Anthropic的算力需求将持续驱动其业绩爆发。

美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":556661560558872,"tweetId":"556661560558872","gmtCreate":1776932211472,"gmtModify":1776933178749,"author":{"id":3577414355480109,"idStr":"3577414355480109","authorId":3577414355480109,"authorIdStr":"3577414355480109","name":"Sod","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>台积电呢</p></body></html>","htmlText":"<html><head></head><body><p>台积电呢</p></body></html>","text":"台积电呢","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/556661560558872","repostId":2629007208,"repostType":2,"repost":{"id":"2629007208","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1776926360,"share":"https://www.laohu8.com/m/news/2629007208?lang=zh_CN&edition=full","pubTime":"2026-04-23 14:39","market":"sh","language":"zh","title":"美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部","url":"https://stock-news.laohu8.com/highlight/detail?id=2629007208","media":"华尔街见闻","summary":"博通市值正式跨越2万亿美元大关，成为美股史上第六家达成此里程碑的科技巨头。谷歌发布的第八代TPU及延伸至2031年的供应协议成为核心催化剂，不仅平息了市场对其份额流失的疑虑，更触发股价创历史新高。瑞银随即上调博通2027财年AI收入预测至1454亿美元，认为谷歌与Anthropic的算力需求将持续驱动其业绩爆发。","content":"<html><body><p><a href=\"https://laohu8.com/S/AVGO\">博通</a>市值跨越2万亿美元门槛，成为美股历史上第六家达成这一里程碑的公司，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头并肩，标志着AI芯片浪潮正将这家半导体企业重塑为顶级市值机构。</p>\n<p>周三，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>宣布推出与<a href=\"https://laohu8.com/S/600455\">博通</a>联合研发的第八代张量处理单元（TPU），触发博通股价单日飙涨约5%，收于422.65美元，创下2009年有完整数据记录以来的历史收盘新高，亦是2026年以来首度改写历史高位。据道琼斯市场数据，<strong>博通市值由此正式突破2万亿美元，成为继<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Alphabet、微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和苹果之后，美股史上仅有的第六家触及这一关口的公司。</strong></p>\n<p><strong><img src=\"https://wpimg-wscn.awtmt.com/b91ec92f-6bf7-412e-8bbb-a3623d1b7699.png\"/></strong></p>\n<p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>此次发布同步确认了双方延伸至2031年的长期TPU及网络设备供应协议，在一定程度上平息了市场对博通是否在谷歌处流失份额的争议。当日半导体板块全线走强，<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF（SOXX）涨约3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>和<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>收涨均超8%。</p>\n<p>Seaport Research分析师Jay Goldberg在接受MarketWatch采访时将谷歌的TPU公告定性为当日最主要的催化剂，并称对博通而言这读起来是正面信号。据追风交易台消息，据瑞银于4月13日发布的研报，该行将博通2027财年AI收入预测大幅上调至约1454亿美元，维持\"买入\"评级及475美元目标价。</p>\n<h2>谷歌第八代TPU成最大催化剂</h2>\n<p><strong>博通与谷歌签有协议，共同开发TPU并向后者提供网络设备，合同期限延伸至2031年。</strong>周三谷歌宣布推出第八代TPU，Jay Goldberg将其列为当日行情的首要驱动力。他表示，华尔街此前对博通是否在谷歌处向联发科或<a href=\"https://laohu8.com/S/MRVL\">迈威尔</a>流失份额存在大量争议，此次公告\"并不能证明什么\"，但对博通而言解读偏向正面。</p>\n<p>Morningstar分析师William Kerwin将当日定性为\"半导体行业确实不错的一天\"，并指出，作为谷歌TPU的\"首席主导设计商\"，博通在新一代芯片上有望同时受益于定价提升和出货量增长——每一代新TPU因存储器容量增加而对应更高的价格节点。他对博通的公允价值估计为500美元，高于当日422.65美元的收盘价，并强调以TPU为主的AI芯片收入是博通当前增长与估值的核心驱动力。</p>\n<h2>协议延伸2031年，份额争议暂获缓释</h2>\n<p>市场此前的核心疑虑在于，谷歌是否会借联发科TPU量产、逐步削减对博通的依赖。谷歌此次宣布的第八代TPU发布以及双方合作协议的延伸，为这一争论提供了阶段性的正面注脚。</p>\n<p>据瑞银4月13日研报，<strong>博通与谷歌宣布的延伸至2031年的长期协议，涵盖未来多代TPU及机架级关键组件的供应保证，从一定程度上回应了投资者对谷歌推进自主芯片设计转型风险的担忧。</strong>尽管如此，瑞银亦指出，随着联发科TPU出货量持续提升，博通在AI定制芯片（ASIC）以外的业务多元化进展，仍将是投资者长期聚焦的核心议题，相关风险并未完全消散。</p>\n<h2>瑞银大幅上调预测，AI收入目标剑指1454亿美元</h2>\n<p>谷歌TPU协议延伸叠加Anthropic合作扩展，促使瑞银于4月13日研报中显著调高对博通的盈利预测。瑞银将博通2027财年（F27）和2028财年（F28）营收预测分别上调至1949亿美元和2484亿美元，较此前估计分别提升约7%和8%；F27非GAAP每股收益上调7%至22.56美元，F28上调7%至28.59美元。</p>\n<p>AI收入方面，<strong>瑞银将F27 AI收入预测从1327亿美元上调至1454亿美元，并将2027日历年TPU出货量预测从约600万颗上调至约730万颗。</strong>在谷歌云（GCP）TPU支出层面，瑞银将C27和C28的预测分别从460亿、610亿美元上调至610亿、790亿美元。</p>\n<p>Anthropic的高速扩张亦构成重要增量。据Anthropic披露，其年化收入已突破300亿美元，相较2025年底约90亿美元的规模大幅跃升；年均ARR超过100万美元的客户数量从2月的约500家增至逾1000家。Anthropic将于2027年起获得约3.5吉瓦的TPU算力支持，相关基础设施扩建将全部落地美国境内。</p>\n<h2>估值高于历史均值，多元化进展仍是长期风险</h2>\n<p>瑞银维持博通\"买入\"评级及475美元目标价，采用分部加总估值法（SOTP），以约26倍EV/FCF倍数对应2027日历年半导体自由现金流贡献730亿美元，以约12倍倍数对应同期软件自由现金流贡献420亿美元。</p>\n<p>从当前估值水平来看，博通NTM市盈率约26倍，高于10年历史均值18倍；EV/FCF约27倍，同样高于历史均值19倍，均处于相对偏高区间。在盈利预测层面，据瑞银估算，其F27营收及EPS预测分别较市场一致预期高出约23%和25%，但瑞银指出，其接触的多数投资者已预期实际数字将处于这一量级。</p>\n<p>瑞银同时提示，尽管上述公告对短期TPU风险争论具有边际积极效应，但博通在AI定制芯片之外的客户及业务多元化进展，仍是市场为其长期估值提供支撑所需的关键验证，这一议题将随联发科规模持续扩张而愈发凸显。</p>\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-23 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/AVGO\">博通</a>市值跨越2万亿美元门槛，成为美股历史上第六家达成这一里程碑的公司，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头并肩，标志着AI芯片浪潮正将这家半导体企业重塑为顶级市值机构。</p>\n<p>周三，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>宣布推出与<a href=\"https://laohu8.com/S/600455\">博通</a>联合研发的第八代张量处理单元（TPU），触发博通股价单日飙涨约5%，收于422.65美元，创下2009年有完整数据记录以来的历史收盘新高，亦是2026年以来首度改写历史高位。据道琼斯市场数据，<strong>博通市值由此正式突破2万亿美元，成为继<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Alphabet、微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和苹果之后，美股史上仅有的第六家触及这一关口的公司。</strong></p>\n<p><strong><img src=\"https://wpimg-wscn.awtmt.com/b91ec92f-6bf7-412e-8bbb-a3623d1b7699.png\"/></strong></p>\n<p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>此次发布同步确认了双方延伸至2031年的长期TPU及网络设备供应协议，在一定程度上平息了市场对博通是否在谷歌处流失份额的争议。当日半导体板块全线走强，<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF（SOXX）涨约3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>和<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>收涨均超8%。</p>\n<p>Seaport Research分析师Jay Goldberg在接受MarketWatch采访时将谷歌的TPU公告定性为当日最主要的催化剂，并称对博通而言这读起来是正面信号。据追风交易台消息，据瑞银于4月13日发布的研报，该行将博通2027财年AI收入预测大幅上调至约1454亿美元，维持\"买入\"评级及475美元目标价。</p>\n<h2>谷歌第八代TPU成最大催化剂</h2>\n<p><strong>博通与谷歌签有协议，共同开发TPU并向后者提供网络设备，合同期限延伸至2031年。</strong>周三谷歌宣布推出第八代TPU，Jay Goldberg将其列为当日行情的首要驱动力。他表示，华尔街此前对博通是否在谷歌处向联发科或<a href=\"https://laohu8.com/S/MRVL\">迈威尔</a>流失份额存在大量争议，此次公告\"并不能证明什么\"，但对博通而言解读偏向正面。</p>\n<p>Morningstar分析师William Kerwin将当日定性为\"半导体行业确实不错的一天\"，并指出，作为谷歌TPU的\"首席主导设计商\"，博通在新一代芯片上有望同时受益于定价提升和出货量增长——每一代新TPU因存储器容量增加而对应更高的价格节点。他对博通的公允价值估计为500美元，高于当日422.65美元的收盘价，并强调以TPU为主的AI芯片收入是博通当前增长与估值的核心驱动力。</p>\n<h2>协议延伸2031年，份额争议暂获缓释</h2>\n<p>市场此前的核心疑虑在于，谷歌是否会借联发科TPU量产、逐步削减对博通的依赖。谷歌此次宣布的第八代TPU发布以及双方合作协议的延伸，为这一争论提供了阶段性的正面注脚。</p>\n<p>据瑞银4月13日研报，<strong>博通与谷歌宣布的延伸至2031年的长期协议，涵盖未来多代TPU及机架级关键组件的供应保证，从一定程度上回应了投资者对谷歌推进自主芯片设计转型风险的担忧。</strong>尽管如此，瑞银亦指出，随着联发科TPU出货量持续提升，博通在AI定制芯片（ASIC）以外的业务多元化进展，仍将是投资者长期聚焦的核心议题，相关风险并未完全消散。</p>\n<h2>瑞银大幅上调预测，AI收入目标剑指1454亿美元</h2>\n<p>谷歌TPU协议延伸叠加Anthropic合作扩展，促使瑞银于4月13日研报中显著调高对博通的盈利预测。瑞银将博通2027财年（F27）和2028财年（F28）营收预测分别上调至1949亿美元和2484亿美元，较此前估计分别提升约7%和8%；F27非GAAP每股收益上调7%至22.56美元，F28上调7%至28.59美元。</p>\n<p>AI收入方面，<strong>瑞银将F27 AI收入预测从1327亿美元上调至1454亿美元，并将2027日历年TPU出货量预测从约600万颗上调至约730万颗。</strong>在谷歌云（GCP）TPU支出层面，瑞银将C27和C28的预测分别从460亿、610亿美元上调至610亿、790亿美元。</p>\n<p>Anthropic的高速扩张亦构成重要增量。据Anthropic披露，其年化收入已突破300亿美元，相较2025年底约90亿美元的规模大幅跃升；年均ARR超过100万美元的客户数量从2月的约500家增至逾1000家。Anthropic将于2027年起获得约3.5吉瓦的TPU算力支持，相关基础设施扩建将全部落地美国境内。</p>\n<h2>估值高于历史均值，多元化进展仍是长期风险</h2>\n<p>瑞银维持博通\"买入\"评级及475美元目标价，采用分部加总估值法（SOTP），以约26倍EV/FCF倍数对应2027日历年半导体自由现金流贡献730亿美元，以约12倍倍数对应同期软件自由现金流贡献420亿美元。</p>\n<p>从当前估值水平来看，博通NTM市盈率约26倍，高于10年历史均值18倍；EV/FCF约27倍，同样高于历史均值19倍，均处于相对偏高区间。在盈利预测层面，据瑞银估算，其F27营收及EPS预测分别较市场一致预期高出约23%和25%，但瑞银指出，其接触的多数投资者已预期实际数字将处于这一量级。</p>\n<p>瑞银同时提示，尽管上述公告对短期TPU风险争论具有边际积极效应，但博通在AI定制芯片之外的客户及业务多元化进展，仍是市场为其长期估值提供支撑所需的关键验证，这一议题将随联发科规模持续扩张而愈发凸显。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4512":"苹果概念","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","BK4514":"搜索引擎","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4515":"5G概念","BK4592":"伊斯兰概念","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","TSLA":"特斯拉","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4077":"互动媒体与服务","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4588":"碎股","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","AAPL":"苹果","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4598":"佩洛西持仓","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4602":"量子计算概念","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","BK4605":"半导体精选","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0444971666.USD":"天利全球科技基金","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4612":"AI芯片","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","LU1917777945.USD":"安联专题基金Cl AT Acc","GOOW":"Roundhill GOOGL WeeklyPay ETF","BK4141":"半导体产品","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GOOX":"2倍做多GOOG ETF-T-REX","GOOY":"GOOGL期权收益策略ETF-YieldMax","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","GOU":"GraniteShares 2x Long GOOGL Daily ETF","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","META":"Meta Platforms, Inc.","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","AVS":"1倍做空AVGO ETF-Direxion","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","AVL":"2倍做多AVGO ETF-Direxion","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","AVGX":"2倍做多AVGO ETF-Defiance","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","AVGW":"Roundhill AVGO WeeklyPay ETF","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","AVGU":"2倍做多AVGO ETF-GraniteShares","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","AVGG":"2倍做多AVGO ETF-Leverage Shares","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","MSFT":"微软","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","BK4543":"AI","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","BK4554":"元宇宙及AR概念","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","AMZN":"亚马逊","BK4553":"喜马拉雅资本持仓","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4550":"红杉资本持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4551":"寇图资本持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","AVGO":"博通","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4525":"远程办公概念","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","BK4576":"AR","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4575":"芯片概念","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4579":"人工智能","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4573":"虚拟现实","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4534":"瑞士信贷持仓","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4538":"云计算","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","GGLL":"2倍做多GOOGL-Direxion","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","GGLS":"1倍做空GOOGL ETF-Direxion","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4507":"流媒体概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4503":"景林资产持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4566":"资本集团","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","BK4561":"索罗斯持仓","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","GOOG":"谷歌","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","NVDA":"英伟达","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3770690","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629007208","content_text":"博通市值跨越2万亿美元门槛，成为美股历史上第六家达成这一里程碑的公司，与苹果、微软等科技巨头并肩，标志着AI芯片浪潮正将这家半导体企业重塑为顶级市值机构。\n周三，谷歌宣布推出与博通联合研发的第八代张量处理单元（TPU），触发博通股价单日飙涨约5%，收于422.65美元，创下2009年有完整数据记录以来的历史收盘新高，亦是2026年以来首度改写历史高位。据道琼斯市场数据，博通市值由此正式突破2万亿美元，成为继英伟达、Alphabet、微软、亚马逊和苹果之后，美股史上仅有的第六家触及这一关口的公司。\n\n谷歌此次发布同步确认了双方延伸至2031年的长期TPU及网络设备供应协议，在一定程度上平息了市场对博通是否在谷歌处流失份额的争议。当日半导体板块全线走强，iShares半导体ETF（SOXX）涨约3%，美光科技和闪迪收涨均超8%。\nSeaport Research分析师Jay Goldberg在接受MarketWatch采访时将谷歌的TPU公告定性为当日最主要的催化剂，并称对博通而言这读起来是正面信号。据追风交易台消息，据瑞银于4月13日发布的研报，该行将博通2027财年AI收入预测大幅上调至约1454亿美元，维持\"买入\"评级及475美元目标价。\n谷歌第八代TPU成最大催化剂\n博通与谷歌签有协议，共同开发TPU并向后者提供网络设备，合同期限延伸至2031年。周三谷歌宣布推出第八代TPU，Jay Goldberg将其列为当日行情的首要驱动力。他表示，华尔街此前对博通是否在谷歌处向联发科或迈威尔流失份额存在大量争议，此次公告\"并不能证明什么\"，但对博通而言解读偏向正面。\nMorningstar分析师William Kerwin将当日定性为\"半导体行业确实不错的一天\"，并指出，作为谷歌TPU的\"首席主导设计商\"，博通在新一代芯片上有望同时受益于定价提升和出货量增长——每一代新TPU因存储器容量增加而对应更高的价格节点。他对博通的公允价值估计为500美元，高于当日422.65美元的收盘价，并强调以TPU为主的AI芯片收入是博通当前增长与估值的核心驱动力。\n协议延伸2031年，份额争议暂获缓释\n市场此前的核心疑虑在于，谷歌是否会借联发科TPU量产、逐步削减对博通的依赖。谷歌此次宣布的第八代TPU发布以及双方合作协议的延伸，为这一争论提供了阶段性的正面注脚。\n据瑞银4月13日研报，博通与谷歌宣布的延伸至2031年的长期协议，涵盖未来多代TPU及机架级关键组件的供应保证，从一定程度上回应了投资者对谷歌推进自主芯片设计转型风险的担忧。尽管如此，瑞银亦指出，随着联发科TPU出货量持续提升，博通在AI定制芯片（ASIC）以外的业务多元化进展，仍将是投资者长期聚焦的核心议题，相关风险并未完全消散。\n瑞银大幅上调预测，AI收入目标剑指1454亿美元\n谷歌TPU协议延伸叠加Anthropic合作扩展，促使瑞银于4月13日研报中显著调高对博通的盈利预测。瑞银将博通2027财年（F27）和2028财年（F28）营收预测分别上调至1949亿美元和2484亿美元，较此前估计分别提升约7%和8%；F27非GAAP每股收益上调7%至22.56美元，F28上调7%至28.59美元。\nAI收入方面，瑞银将F27 AI收入预测从1327亿美元上调至1454亿美元，并将2027日历年TPU出货量预测从约600万颗上调至约730万颗。在谷歌云（GCP）TPU支出层面，瑞银将C27和C28的预测分别从460亿、610亿美元上调至610亿、790亿美元。\nAnthropic的高速扩张亦构成重要增量。据Anthropic披露，其年化收入已突破300亿美元，相较2025年底约90亿美元的规模大幅跃升；年均ARR超过100万美元的客户数量从2月的约500家增至逾1000家。Anthropic将于2027年起获得约3.5吉瓦的TPU算力支持，相关基础设施扩建将全部落地美国境内。\n估值高于历史均值，多元化进展仍是长期风险\n瑞银维持博通\"买入\"评级及475美元目标价，采用分部加总估值法（SOTP），以约26倍EV/FCF倍数对应2027日历年半导体自由现金流贡献730亿美元，以约12倍倍数对应同期软件自由现金流贡献420亿美元。\n从当前估值水平来看，博通NTM市盈率约26倍，高于10年历史均值18倍；EV/FCF约27倍，同样高于历史均值19倍，均处于相对偏高区间。在盈利预测层面，据瑞银估算，其F27营收及EPS预测分别较市场一致预期高出约23%和25%，但瑞银指出，其接触的多数投资者已预期实际数字将处于这一量级。\n瑞银同时提示，尽管上述公告对短期TPU风险争论具有边际积极效应，但博通在AI定制芯片之外的客户及业务多元化进展，仍是市场为其长期估值提供支撑所需的关键验证，这一议题将随联发科规模持续扩张而愈发凸显。","news_type":1,"symbols_score_info":{"AVGU":0.6,"GOOW":0.6,"GOOY":0.6,"META":0.6,"AVL":0.6,"MSFT":0.6,"GOU":0.6,"AVGG":0.6,"AMZN":0.6,"TSLA":0.6,"GOOP":0.6,"GGLL":0.6,"AVS":0.6,"GOOG":1.91,"AAPL":0.6,"AVGW":0.6,"GGLS":0.6,"GOOX":0.6,"AVGO":1.98,"NVDA":0.6,"USJW.SI":0.6,"AVGX":0.6}},"isVote":1,"tweetType":1,"viewCount":358,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}