来源：第一财经 【#美股高台跳水# ！美股上演过山车行情，科技板块领跌、VIX升至7个月新高】#美股七巨头全线走 低# *三大股指大幅收跌 周四，美国三大股指上演过山车行情，早盘在英伟达与沃尔玛财报带动下的反弹未能维持，冲高回落、 大幅收低。截至收盘，道琼斯指数跌0.84%，报45752.26点；标普500指数跌1.56%，报6538.76点；纳斯 达克指数跌2.16%，报22078.05点，均收于盘中低位附近。 科技股领跌拖累指数表现，科技"七巨头"全线走低，其中英伟达跌3.15%，亚马逊跌2.49%，特斯拉跌 2.17%，微软跌1.6%，谷歌母公司Alphabet跌1.15%，苹果跌0.86%，Meta跌0.20%。#美股# *科技股领跌，"七巨头"全线走低 *9月非农大超预期、失业率升至4.4% ...

Group 1: Federal Reserve and Interest Rate Expectations - The expectation for a rate cut by the Federal Reserve in December has further decreased, with significant internal divisions among officials regarding the decision [1][4] - The CME "FedWatch" tool indicates a 29.8% probability of a 25 basis point rate cut in December, while the probability of maintaining the current rate is 70.2% [5] Group 2: Employment Data and Economic Indicators - The U.S. non-farm payroll report for September showed an increase of 119,000 jobs, significantly exceeding the expected 51,000, while the unemployment rate rose to 4.4%, the highest since October 2021 [3] - The Labor Department has decided to cancel the release of the October non-farm data and postpone the November report to December 16, limiting the Fed's access to recent employment data before the December meeting [3] Group 3: Market Reactions and Stock Performance - Major U.S. stock indices experienced declines, with the Nasdaq dropping 2.15% and the Nasdaq China Golden Dragon Index falling 3.26%, reflecting a broader downturn in Chinese concept stocks [1][2] - Large tech stocks also faced significant losses, with Nvidia down over 3%, AMD down over 7.8%, and Oracle down over 6%, indicating a negative sentiment in the tech sector [2]

关税反转背后的苹果困局：100亿投资如何被套牢印度？ 二、印度供应链的"致命短板"：效率与成本的双重绞杀 苹果在印度的产能扩张虽迅猛（2025年占全球20%），但供应链体系存在结构性缺陷，导致实际成本反超中国： 1. 核心组件依赖进口：印度工厂80%的摄像头模组、60%的OLED面板仍需从中国采购，物流成本使整机成本增加5-10% 。以iPhone 17 Pro为例，其核心零 部件进口成本占比达45%，远超中国工厂的28%。 2. 生产效率低下：印度工厂人均产出仅为中国的50%，自动化率不足30%（中国为65%）。富士康班加罗尔工厂生产iPhone 17 Pro的良率仅82%，而郑州工 厂可达95%。为弥补效率差距，苹果需向代工厂支付12-15%的额外加工费。 3. 基础设施瓶颈：印度工厂常面临电力中断（年均停电时长超200小时）、港口拥堵（钦奈港货物清关时间平均7天，深圳港仅需1.5天）等问题，导致交 货周期延长15-20%。 三、政策风险与地缘博弈：印度"收割"模式的底层逻辑 一、关税政策突变：从"避税天堂"到"税负陷阱" 2025年，全球贸易格局发生戏剧性转折。美国对印度进口商品的平均关税从10%飙升至 ...

Group 1 - The current A-share market is in a phase of consolidation and preparation for future investments, with expectations of a potential upward trend in the near future [1][8] - The Hang Seng Index Company announced the results of the third quarter review of the Hang Seng Index series [2] - The U.S. stock market saw a collective decline, with the Dow Jones down 0.84%, Nasdaq down 2.15%, and S&P 500 down 1.56%, primarily driven by a drop in technology stocks [3] Group 2 - China's foreign trade has maintained stable growth despite external pressures, with a focus on supporting new business models like cross-border e-commerce and enhancing logistics systems [4] - The Chinese government is emphasizing the need for high-quality development in manufacturing and is increasing financial support for key technologies [4] - The China Chemical and Physical Power Industry Association plans to release guidelines to address the challenges faced by the lithium iron phosphate industry, including price competition and industry standards [6] Group 3 - In September 2025, the domestic smartphone market shipped 27.93 million units, a year-on-year increase of 10.1%, with 5G smartphones accounting for 86.3% of total shipments [7] - The total smartphone shipments for the first nine months of 2025 reached 220 million units, a slight decline of 0.3% year-on-year, with 5G smartphones showing minimal growth [7]

【加密货币】比特币跌超4.5%，报87373.5美元，盘中一度跌至8.61万美元；以太坊跌4.6%，报2883.66 美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.07%，在汇市尾市收于100.159。截至纽约 汇市尾市，1欧元兑换1.1538美元，高于前一交易日的1.1521美元；1英镑兑换1.3087美元，高于前一交 易日的1.3046美元。1美元兑换157.54日元，高于前一交易日的157.03日元；1美元兑换0.8054瑞士法郎， 低于前一交易日的0.8064瑞士法郎；1美元兑换1.4091加元，高于前一交易日的1.4057加元；1美元兑换 9.5446瑞典克朗，低于前一交易日的9.5628瑞典克朗。 【贵金属】现货黄金微跌0.02%，报4077.3美元。 智通财经APP获悉，周四，三大指数高低低走，尾盘跌幅加速，最终大幅收跌。道指早间一度上涨超过 700点，最高上涨至46856.75点，此后逐渐转跌，最低下跌至45728.93点，全天振幅超过1100点。纳指盘 中最高上涨至23147.33点，最低降至22043.20点，振幅亦超1100点。 英伟达(NVDA.US)发布了爆炸性盈利 ...

Thanks to Israel Fernández, Amaia, Yerai Cortés, and Dellafuente for helping us celebrate 40 years of Apple in Spain, merging creativity with technology through Spanish music! ¡Qué arte! https://t.co/jmbArqekvF ...

Vanguard Information Technology ETF (NYSEMKT:VGT) holds 310 stocks and is one of the broadest technology ETFs, with 98% of assets in technology, plus small allocations to communication services and financials. Its top positions include NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Microsoft (NASDAQ:MSFT), with the fund’s long track record (21.8 years) adding to its appeal for buy-and-hold investors. There are no structural quirks or leverage resets.IYW has delivered slightly stronger five-year growth, but ...

Key Points Berkshire Hathaway's sale of Apple isn't entirely unexpected, considering its prior sales. Interestingly, Berkshire put some of its war chest of capital to work, taking a new stake in another "Magnificent Seven" company. While many investors view large artificial intelligence stocks as overvalued, Berkshire purchased one of the cheaper names in the group, potentially following its longtime value-oriented strategy. 10 stocks we like better than Alphabet › Due to the strong performance o ...

Google said it has developed a way for its latest Pixel smartphones to exchange images and other files with iPhones using Apple’s AirDrop protocol https://t.co/ptAb7LsAW0 ...

8:49 AM ETThe stock market rebounded Friday on Fed rate cut hopes... INVESTING RESOURCES BREAKING: Stocks Bounce But Tumble For Week The implosion for AI stocks is only getting worse. And the losses harder to ignore due to their massive and ballooning size. Shares of the nearly 70 U.S.-listed stocks in the Global X Artificial Intelligence & Technology ETF (AIQ) have shed a collective $2.4 trillion in value since Oct. 29, says an Investor's Business Daily analysis of data from S&P… Related news Dow Jones Fut ...