AMD Helios_老虎社区_美港股上老虎

美股周先森
07-21

AMD Helios 是“大包揽”套餐： AMD 的 Helios 机架不仅卖 GPU，它里面捆绑了整套全栈硬件——包括 6 代 EPYC (Venice) CPU、多达 12 块顶级 Pensando 网络芯片（DPU）、高性能存储和整机网路架构。

算的是“整机总包价”：微软买 Helios，买的是“GPU + CPU + 交换机/DPU + 软件系统”的全套商业大礼包。拿这样一个“全家桶机架”的预估总价，去对比英伟达 Vera Rubin 的裸机或基础计算节点，价格自然会高出 40%。

AMD 官方自己都在强调“TCO（总拥有成本）低”：图像第三张截图中，AMD 数据中心负责人 Forrest Norrod 也明确说了，其核心优势是“最佳总拥有成本”。如果单论芯片算力性价比它敢卖得比英伟达贵，云计算巨头根本不可能买账。媒体又要开始做空达子哥了

比Rubin贵四成却拿下微软全栈订单？AMD产品周前用“定价权”重新定义AI芯片竞争

AMD凭借Helios机架级AI系统获微软Azure采购，此次合作实现"GPU+CPU+网络"全栈落地。研究机构Futurum Group估计，AMD Helios机架级AI系统售价在500万至550万美元之间，比英伟达Vera Rubin的350万至400万估价高出约40%。分析师预计其GPU市场份额有望从4.5%升至20%-25%。

比Rubin贵四成却拿下微软全栈订单？AMD产品周前用“定价权”重新定义AI芯片竞争

# 华尔街见闻

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":588031109202120,"tweetId":"588031109202120","gmtCreate":1784593708245,"gmtModify":1784593711941,"author":{"id":4193638932436702,"idStr":"4193638932436702","authorId":4193638932436702,"authorIdStr":"4193638932436702","name":"美股周先森","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"5025dc3c20f14808adebf26909c9e535","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"华尔街见闻","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":5025dc3c20f14808adebf26909c9e535}&rnconfig={\"headerBarHidden\": true}","description":"紧盯全球金融市场，覆盖股市、外汇、债券、大宗商品等。","image":"https://static.tigerbbs.com/38b2d7b10c53afe188a3eead61d9c3e4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>AMD Helios 是“大包揽”套餐： AMD 的 Helios 机架不仅卖 GPU，它里面捆绑了整套全栈硬件——包括 6 代 EPYC (Venice) CPU、多达 12 块顶级 Pensando 网络芯片（DPU）、高性能存储和整机网路架构。\n算的是“整机总包价”： 微软买 Helios，买的是“GPU + CPU + 交换机/DPU + 软件系统”的全套商业大礼包。拿这样一个“全家桶机架”的预估总价，去对比英伟达 Vera Rubin 的裸机或基础计算节点，价格自然会高出 40%。\nAMD 官方自己都在强调“TCO（总拥有成本）低”： 图像第三张截图中，AMD 数据中心负责人 Forrest Norrod 也明确说了，其核心优势是“最佳总拥有成本”。如果单论芯片算力性价比它敢卖得比英伟达贵，云计算巨头根本不可能买账。媒体又要开始做空达子哥了</body></html>","htmlText":"<html><head></head><body>AMD Helios 是“大包揽”套餐： AMD 的 Helios 机架不仅卖 GPU，它里面捆绑了整套全栈硬件——包括 6 代 EPYC (Venice) CPU、多达 12 块顶级 Pensando 网络芯片（DPU）、高性能存储和整机网路架构。\n算的是“整机总包价”： 微软买 Helios，买的是“GPU + CPU + 交换机/DPU + 软件系统”的全套商业大礼包。拿这样一个“全家桶机架”的预估总价，去对比英伟达 Vera Rubin 的裸机或基础计算节点，价格自然会高出 40%。\nAMD 官方自己都在强调“TCO（总拥有成本）低”： 图像第三张截图中，AMD 数据中心负责人 Forrest Norrod 也明确说了，其核心优势是“最佳总拥有成本”。如果单论芯片算力性价比它敢卖得比英伟达贵，云计算巨头根本不可能买账。媒体又要开始做空达子哥了</body></html>","text":"AMD Helios 是“大包揽”套餐： AMD 的 Helios 机架不仅卖 GPU，它里面捆绑了整套全栈硬件——包括 6 代 EPYC (Venice) CPU、多达 12 块顶级 Pensando 网络芯片（DPU）、高性能存储和整机网路架构。 算的是“整机总包价”： 微软买 Helios，买的是“GPU + CPU + 交换机/DPU + 软件系统”的全套商业大礼包。拿这样一个“全家桶机架”的预估总价，去对比英伟达 Vera Rubin 的裸机或基础计算节点，价格自然会高出 40%。 AMD 官方自己都在强调“TCO（总拥有成本）低”： 图像第三张截图中，AMD 数据中心负责人 Forrest Norrod 也明确说了，其核心优势是“最佳总拥有成本”。如果单论芯片算力性价比它敢卖得比英伟达贵，云计算巨头根本不可能买账。媒体又要开始做空达子哥了","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/588031109202120","repostId":2653460892,"repostType":2,"repost":{"id":"2653460892","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":1784582244,"share":"https://www.laohunote.com/m/news/2653460892?lang=zh_CN&edition=full","pubTime":"2026-07-21 05:17","market":"us","language":"zh","title":"比Rubin贵四成却拿下微软全栈订单？AMD产品周前用“定价权”重新定义AI芯片竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2653460892","media":"华尔街见闻","summary":"AMD凭借Helios机架级AI系统获微软Azure采购，此次合作实现\"GPU+CPU+网络\"全栈落地。研究机构Futurum Group估计，AMD Helios机架级AI系统售价在500万至550万美元之间，比英伟达Vera Rubin的350万至400万估价高出约40%。分析师预计其GPU市场份额有望从4.5%升至20%-25%。","content":"<html><head></head><body><a href=\"https://laohu8.com/S/AMD\">AMD</a>对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心GPU垄断地位的挑战，正从低价替代策略转向定价权叙事。华尔街见闻提及，7月20日，<a href=\"https://laohu8.com/S/MSFT\">微软</a>将在其Azure云平台上部署AMD的Helios机架级解决方案，用于驱动前沿模型AI推理工作负载。Futurum Group估计，在与微软达成的迄今最全面云合作协议中，Helios机架级AI系统以高于英伟达Rubin约40%的售价获得微软全栈采购，标志着AMD在AI基础设施市场的竞争逻辑出现了根本性转变。微软将在Azure上部署Helios用于前沿AI推理，同时引入第六代EPYC Venice CPU虚拟机系列及Pensando DPU。这是AMD首次在单一云客户中实现&#34;GPU+CPU+网络&#34;的全栈落地。周一芯片板块情绪回暖，叠加AMD本周晚些时候将举行大型产品发布活动，AMD股价一度大涨超5%，尾盘涨幅回落，收至1.58%。<img src=\"https://community-static.tradeup.com/news/69b578399cb86b3bcdc34980c8cfdf05\" data-align=\"center\" tg-width=\"1157\" tg-height=\"766\"/><h2 style=\"text-align: left;\">比Rubin贵40%却照样卖</h2>此次交易中一个易被忽视的数据是价格。据全球性技术研究和顾问公司Futurum Group估计Helios售价在500万至550万美元之间，高于其对英伟达Vera Rubin 350万至400万美元的估价。Helios每个计算托盘配备四块Instinct GPU，由单颗EPYC CPU驱动，并搭载多达12块Pensando网络芯片。AMD数据中心负责人Forrest Norrod称其核心优势在于&#34;最佳总拥有成本和最低每词元成本&#34;。交易并非仅止于GPU。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>Azure将新增两个基于第六代EPYC Venice处理器的虚拟机系列，并在AI后端网络和部分服务中部署Pensando DPU。这意味着AMD在微软云中的角色，正从&#34;GPU供应商&#34;升级为&#34;综合AI基础设施提供商&#34;。巴克莱近期将AMD目标价从500美元上调至665美元，认为其CPU上行空间在三家主要芯片股中&#34;最未被充分定价&#34;。该行预测AMD 2027年CPU收入将达约290亿美元，仅CPU一项到2030年可贡献约19美元每股盈利。<h2 style=\"text-align: left;\">产品周前的催化剂<a href=\"https://laohu8.com/S/301365\">矩阵</a></h2>微软的加入使AMD的Helios客户矩阵进一步加密。此前<a href=\"https://laohu8.com/S/META\">Meta</a>已承诺6吉瓦GPU部署，OpenAI、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和印度TCS亦作出重大承诺。AMD称全球前十大AI公司中已有八家在其Instinct GPU上运行工作负载。从财务数据看，2026年Q1数据中心营收同比增长57%至58亿美元，公司计划2027年起实现<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元数据中心AI营收，其中大部分来自Helios。Futurum Group分析师Daniel Newman认为AMD有望将数据中心GPU市场份额从当前的4.5%提升至20%-25%，&#34;这意味着数千亿美元的营收规模&#34;。芯片板块周一整体反弹提供了有利的情绪背景。而本周产品发布的预期进一步强化了这一叙事，市场关注苏姿丰是否会给出更激进的2027年Helios出货指引。<h2 style=\"text-align: left;\">推理时代，软件或是护城河</h2>硬件层面AMD已逼近甚至部分超越英伟达，但软件仍是关键变量。华尔街见闻提及，此前半导体研究机构SemiAnalysis高度评价英伟达在vLLM推理引擎上的性能优化，同时指出AMD在部分模型支持上仍有明显差距。在软件层面，英伟达推出的Dynamo分布式推理框架将vLLM深度集成，专门针对MoE模型实现了预填充与解码分离（Disaggregated Serving）、高效KV缓存传输以及双批次重叠等优化。这套框架在NVL72上能够充分发挥硬件潜力，而AMD方面目前仍主要依赖标准vLLM与DISAGG版本，针对超大MoE模型与宽并行场景的深度优化尚未跟上。英伟达凭借二十年CUDA积累、主流框架优先适配及TensorRT等优化库构建的软件壁垒，在推理时代仍形成持久竞争优势。Counterpoint Research分析师Neil Shah同样指出：<blockquote>关键在于软件和优化，英伟达凭借CUDA拥有更为成熟庞大的生态系统。</blockquote>Newman提出的问题更为尖锐：<blockquote>AMD的胜出究竟源于技术领先，还是仅仅因为算力供应如此紧张，只要能造出来就有人买？</blockquote>在产品周来临之际，Helios能否在定价、性能、生态三个维度同时说服市场，将决定AMD究竟是真正撼动了英伟达的地位，还是仅在供应紧张期分到了一杯羹。</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>比Rubin贵四成却拿下微软全栈订单？AMD产品周前用“定价权”重新定义AI芯片竞争</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比Rubin贵四成却拿下微软全栈订单？AMD产品周前用“定价权”重新定义AI芯片竞争\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华尔街见闻 \n2026-07-21 05:17\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><a href=\"https://laohu8.com/S/AMD\">AMD</a>对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心GPU垄断地位的挑战，正从低价替代策略转向定价权叙事。华尔街见闻提及，7月20日，<a href=\"https://laohu8.com/S/MSFT\">微软</a>将在其Azure云平台上部署AMD的Helios机架级解决方案，用于驱动前沿模型AI推理工作负载。Futurum Group估计，在与微软达成的迄今最全面云合作协议中，Helios机架级AI系统以高于英伟达Rubin约40%的售价获得微软全栈采购，标志着AMD在AI基础设施市场的竞争逻辑出现了根本性转变。微软将在Azure上部署Helios用于前沿AI推理，同时引入第六代EPYC Venice CPU虚拟机系列及Pensando DPU。这是AMD首次在单一云客户中实现&#34;GPU+CPU+网络&#34;的全栈落地。周一芯片板块情绪回暖，叠加AMD本周晚些时候将举行大型产品发布活动，AMD股价一度大涨超5%，尾盘涨幅回落，收至1.58%。<img src=\"https://community-static.tradeup.com/news/69b578399cb86b3bcdc34980c8cfdf05\" data-align=\"center\" tg-width=\"1157\" tg-height=\"766\"/><h2 style=\"text-align: left;\">比Rubin贵40%却照样卖</h2>此次交易中一个易被忽视的数据是价格。据全球性技术研究和顾问公司Futurum Group估计Helios售价在500万至550万美元之间，高于其对英伟达Vera Rubin 350万至400万美元的估价。Helios每个计算托盘配备四块Instinct GPU，由单颗EPYC CPU驱动，并搭载多达12块Pensando网络芯片。AMD数据中心负责人Forrest Norrod称其核心优势在于&#34;最佳总拥有成本和最低每词元成本&#34;。交易并非仅止于GPU。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>Azure将新增两个基于第六代EPYC Venice处理器的虚拟机系列，并在AI后端网络和部分服务中部署Pensando DPU。这意味着AMD在微软云中的角色，正从&#34;GPU供应商&#34;升级为&#34;综合AI基础设施提供商&#34;。巴克莱近期将AMD目标价从500美元上调至665美元，认为其CPU上行空间在三家主要芯片股中&#34;最未被充分定价&#34;。该行预测AMD 2027年CPU收入将达约290亿美元，仅CPU一项到2030年可贡献约19美元每股盈利。<h2 style=\"text-align: left;\">产品周前的催化剂<a href=\"https://laohu8.com/S/301365\">矩阵</a></h2>微软的加入使AMD的Helios客户矩阵进一步加密。此前<a href=\"https://laohu8.com/S/META\">Meta</a>已承诺6吉瓦GPU部署，OpenAI、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和印度TCS亦作出重大承诺。AMD称全球前十大AI公司中已有八家在其Instinct GPU上运行工作负载。从财务数据看，2026年Q1数据中心营收同比增长57%至58亿美元，公司计划2027年起实现<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元数据中心AI营收，其中大部分来自Helios。Futurum Group分析师Daniel Newman认为AMD有望将数据中心GPU市场份额从当前的4.5%提升至20%-25%，&#34;这意味着数千亿美元的营收规模&#34;。芯片板块周一整体反弹提供了有利的情绪背景。而本周产品发布的预期进一步强化了这一叙事，市场关注苏姿丰是否会给出更激进的2027年Helios出货指引。<h2 style=\"text-align: left;\">推理时代，软件或是护城河</h2>硬件层面AMD已逼近甚至部分超越英伟达，但软件仍是关键变量。华尔街见闻提及，此前半导体研究机构SemiAnalysis高度评价英伟达在vLLM推理引擎上的性能优化，同时指出AMD在部分模型支持上仍有明显差距。在软件层面，英伟达推出的Dynamo分布式推理框架将vLLM深度集成，专门针对MoE模型实现了预填充与解码分离（Disaggregated Serving）、高效KV缓存传输以及双批次重叠等优化。这套框架在NVL72上能够充分发挥硬件潜力，而AMD方面目前仍主要依赖标准vLLM与DISAGG版本，针对超大MoE模型与宽并行场景的深度优化尚未跟上。英伟达凭借二十年CUDA积累、主流框架优先适配及TensorRT等优化库构建的软件壁垒，在推理时代仍形成持久竞争优势。Counterpoint Research分析师Neil Shah同样指出：<blockquote>关键在于软件和优化，英伟达凭借CUDA拥有更为成熟庞大的生态系统。</blockquote>Newman提出的问题更为尖锐：<blockquote>AMD的胜出究竟源于技术领先，还是仅仅因为算力供应如此紧张，只要能造出来就有人买？</blockquote>在产品周来临之际，Helios能否在定价、性能、生态三个维度同时说服市场，将决定AMD究竟是真正撼动了英伟达的地位，还是仅在供应紧张期分到了一杯羹。</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c56afc0171892292c6eae02f98432fd","relate_stocks":{"LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","TDIV":"第一信托纳斯达克科技股利指数基金","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","AMD":"美国超微公司","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4567":"ESG概念","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","USXF":"iShares ESG Advanced MSCI USA ETF","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4566":"资本集团","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4504":"桥水持仓","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","TEK":"iShares Technology Opportunities Active ETF","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NULC":"Nuveen ESG Large-Cap ETF","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4543":"AI","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","BK4512":"苹果概念","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","BAI":"iShares A.I. Innovation and Tech Active ETF","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4516":"特朗普概念","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","CNEQ":"Alger Concentrated Equity ETF","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","XLK":"高科技指数ETF-SPDR","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","CNAV":"Mohr Company Nav ETF","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4585":"ETF&股票定投概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4587":"ChatGPT概念","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4550":"红杉资本持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4588":"碎股","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU1548497426.USD":"安联环球人工智能AT Acc","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","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4529":"IDC概念","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","BK4528":"SaaS概念","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","BK4525":"远程办公概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","BK4527":"明星科技股","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","BK4576":"AR","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4575":"芯片概念","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","DAMD":"2倍做空AMD ETF-Defiance","BK4577":"网络游戏","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","BK4579":"人工智能","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4573":"虚拟现实","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","BK4581":"高盛持仓","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","XNTK":"SPDR NYSE Technology ETF","BK4532":"文艺复兴科技持仓","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","TTEQ":"T. Rowe Price Technology ETF","BK4538":"云计算","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","BK4097":"系统软件","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","AMUU":"2倍做多AMD ETF-Direxion","MSFT":"微软","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","SMH":"半导体指数ETF-HOLDRs","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","AMYY":"GraniteShares YieldBOOST AMD ETF","FTEC":"Fidelity MSCI Information Techno","LU0557290698.USD":"施罗德环球可持续增长基金","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IETC":"iShares U.S. Tech Independence Focused ETF","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","SMHX":"VanEck Fabless Semiconductor ETF","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0056508442.USD":"贝莱德世界科技基金A2","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1032466523.USD":"高盛全球多资产收益组合Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","ILDR":"First Trust Innovation Leaders ETF","WUGI":"AXS Esoterica NextG Economy ETF","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0080751232.USD":"富达环球多元动力基金A","EFIV":"SPDR S&P 500 ESG ETF","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","ROM":"ProShares Ultra Technology","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4592":"伊斯兰概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","AIQ":"Global X Artificial Intelligence & Technology ETF","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) ACC","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","MSFD":"1倍做空MSFT ETF-Direxion","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","MSFL":"2倍做多MSFT ETF-GraniteShares","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","MSFO":"MSFT期权收益策略ETF-YieldMax","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","MSFU":"2倍做多MSFT ETF-Direxion","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","MSFW":"Roundhill MSFT WeeklyPay ETF","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","MSFX":"2倍做多MSFT ETF-T-Rex","LU0079474960.USD":"联博美国增长基金A","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4598":"佩洛西持仓","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1046421795.USD":"富达环球科技A-ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","IGV":"北美软件ETF-iShares","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","VGT":"信息技术ETF-Vanguard","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT \"BP\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999001077.SGD":"United International Growth Fund SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0171293334.USD":"贝莱德英国基金A2","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4605":"半导体精选","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1989763005.USD":"东方汇理教育基金A2 Acc","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4612":"AI芯片","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4614":"Manus概念股","IXN":"iShares Trust S&P Global Informa","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","AMDD":"1倍做空AMD ETF-Direxion","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","AMDG":"2倍做多AMD ETF- Leverage Shares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","AMDL":"2倍做多AMD ETF-GraniteShares","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","LU0109392836.USD":"富兰克林科技股A","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","AMDU":"Defiance Leveraged Long + Income AMD ETF","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","AMDW":"Roundhill AMD WeeklyPay ETF","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","AMDY":"AMD期权收益策略ETF-YieldMax","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","SOXX":"iShares费城交易所半导体ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","SG9999015978.USD":"利安颠覆性创新基金A","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3777498","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653460892","content_text":"AMD对英伟达数据中心GPU垄断地位的挑战，正从低价替代策略转向定价权叙事。华尔街见闻提及，7月20日，微软将在其Azure云平台上部署AMD的Helios机架级解决方案，用于驱动前沿模型AI推理工作负载。Futurum Group估计，在与微软达成的迄今最全面云合作协议中，Helios机架级AI系统以高于英伟达Rubin约40%的售价获得微软全栈采购，标志着AMD在AI基础设施市场的竞争逻辑出现了根本性转变。微软将在Azure上部署Helios用于前沿AI推理，同时引入第六代EPYC Venice CPU虚拟机系列及Pensando DPU。这是AMD首次在单一云客户中实现\"GPU+CPU+网络\"的全栈落地。周一芯片板块情绪回暖，叠加AMD本周晚些时候将举行大型产品发布活动，AMD股价一度大涨超5%，尾盘涨幅回落，收至1.58%。比Rubin贵40%却照样卖此次交易中一个易被忽视的数据是价格。据全球性技术研究和顾问公司Futurum Group估计Helios售价在500万至550万美元之间，高于其对英伟达Vera Rubin 350万至400万美元的估价。Helios每个计算托盘配备四块Instinct GPU，由单颗EPYC CPU驱动，并搭载多达12块Pensando网络芯片。AMD数据中心负责人Forrest Norrod称其核心优势在于\"最佳总拥有成本和最低每词元成本\"。交易并非仅止于GPU。亚马逊Azure将新增两个基于第六代EPYC Venice处理器的虚拟机系列，并在AI后端网络和部分服务中部署Pensando DPU。这意味着AMD在微软云中的角色，正从\"GPU供应商\"升级为\"综合AI基础设施提供商\"。巴克莱近期将AMD目标价从500美元上调至665美元，认为其CPU上行空间在三家主要芯片股中\"最未被充分定价\"。该行预测AMD 2027年CPU收入将达约290亿美元，仅CPU一项到2030年可贡献约19美元每股盈利。产品周前的催化剂矩阵微软的加入使AMD的Helios客户矩阵进一步加密。此前Meta已承诺6吉瓦GPU部署，OpenAI、甲骨文和印度TCS亦作出重大承诺。AMD称全球前十大AI公司中已有八家在其Instinct GPU上运行工作负载。从财务数据看，2026年Q1数据中心营收同比增长57%至58亿美元，公司计划2027年起实现数百亿美元数据中心AI营收，其中大部分来自Helios。Futurum Group分析师Daniel Newman认为AMD有望将数据中心GPU市场份额从当前的4.5%提升至20%-25%，\"这意味着数千亿美元的营收规模\"。芯片板块周一整体反弹提供了有利的情绪背景。而本周产品发布的预期进一步强化了这一叙事，市场关注苏姿丰是否会给出更激进的2027年Helios出货指引。推理时代，软件或是护城河硬件层面AMD已逼近甚至部分超越英伟达，但软件仍是关键变量。华尔街见闻提及，此前半导体研究机构SemiAnalysis高度评价英伟达在vLLM推理引擎上的性能优化，同时指出AMD在部分模型支持上仍有明显差距。在软件层面，英伟达推出的Dynamo分布式推理框架将vLLM深度集成，专门针对MoE模型实现了预填充与解码分离（Disaggregated Serving）、高效KV缓存传输以及双批次重叠等优化。这套框架在NVL72上能够充分发挥硬件潜力，而AMD方面目前仍主要依赖标准vLLM与DISAGG版本，针对超大MoE模型与宽并行场景的深度优化尚未跟上。英伟达凭借二十年CUDA积累、主流框架优先适配及TensorRT等优化库构建的软件壁垒，在推理时代仍形成持久竞争优势。Counterpoint Research分析师Neil Shah同样指出：关键在于软件和优化，英伟达凭借CUDA拥有更为成熟庞大的生态系统。Newman提出的问题更为尖锐：AMD的胜出究竟源于技术领先，还是仅仅因为算力供应如此紧张，只要能造出来就有人买？在产品周来临之际，Helios能否在定价、性能、生态三个维度同时说服市场，将决定AMD究竟是真正撼动了英伟达的地位，还是仅在供应紧张期分到了一杯羹。","news_type":1,"symbols_score_info":{"AMDL":0.6,"AMYY":0.6,"TEK":0.6,"PSI":0.6,"FTEC":0.6,"MSFY":0.6,"AMDG":0.6,"MSFD":0.6,"AMDW":0.6,"OGIG":0.6,"TTEQ":0.6,"SOXX":0.6,"MSFW":0.6,"MSFU":0.6,"USXF":0.6,"AMDU":0.6,"MSFL":0.6,"SMH":0.6,"FTXL":0.6,"CNAV":0.6,"ARTY":0.6,"CNEQ":0.6,"XNTK":0.6,"AMUU":0.6,"MSFX":0.6,"WUGI":0.6,"ROM":0.6,"TYLG":0.6,"DAMD":0.6,"AMDS":0.6,"BAI":0.6,"ILDR":0.6,"XLK":0.6,"SMHX":0.6,"MSFT":1.86,"CHPS":0.6,"EFIV":0.6,"QQQA":0.6,"VGT":0.6,"IXN":0.6,"IGV":0.6,"SNPE":0.6,"CHAT":0.6,"AIQ":0.6,"SPTE":0.6,"IETC":0.6,"AMD":2.1,"SOXY":0.6,"MSFO":0.6,"AMDD":0.6,"NULC":0.6,"TDIV":0.6,"TRFK":0.6,"LEGR":0.6,"AMDY":0.6}},"isVote":1,"tweetType":1,"viewCount":370,"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":550,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}