当地时间11月17日（周一），美股三大指数集体收跌，道指下跌超500点，跌幅1.18%。 标普500指数跌0.92%，纳斯达克综合指数跌0.84%。大型科技股多数下跌，戴尔科技跌超8%，超微电脑 跌超6%，超威半导体、英特尔跌超2%，美光科技、安森美半导体、英伟达、苹果、META跌超1%。AI 风向标英伟达将于本周三盘后公布财报，英伟达和其他AI概念股近期成为市场压力来源。 热门中概股多数下跌，纳斯达克中国金龙指数收跌1.21%。 美股全线收跌 当地时间11月17日，美股三大指数集体收跌，道指跌1.18%，标普500指数跌0.92%，纳斯达克综合指数 跌0.84%。 当天，美联储副主席杰斐逊表示，他认为就业面临的下行风险有所上升，但由于利率正接近中性水平， 美联储在进行进一步降息时应保持谨慎。 美联储今年9月和10月分别实施了各25个基点的降息，将联邦基金利率目标区间下调25个基点到3.75% 至4.00%。 美国就业增长显著放缓，促使美联储于9月重启降息。但鉴于最新官方数据显示通胀率为3%，部分美联 储官员对于进一步降息持谨慎态度。 联邦基金期货合约显示，在近期部分美联储官员鹰派表态的推动下，市场对12月降 ...

当地时间11月17日（周一），美股三大指数集体收跌，道指下跌超500点，跌幅1.18%。 标普500指数跌0.92%，纳斯达克综合指数跌0.84%。大型科技股多数下跌，戴尔科技跌超8%，超微电脑跌超6%，超威半导体、英特尔跌超2%，美光科技、安森美 半导体、英伟达、苹果、META跌超1%。AI风向标英伟达将于本周三盘后公布财报，英伟达和其他AI概念股近期成为市场压力来源。 热门中概股多数下跌，纳斯达克中国金龙指数收跌1.21%。 美股全线收跌 科技股大跌 当地时间11月17日，美股三大指数集体收跌，道指跌1.18%，标普500指数跌0.92%，纳斯达克综合指数跌0.84%。 当天，美联储副主席杰斐逊表示，他认为就业面临的下行风险有所上升，但由于利率正接近中性水平，美联储在进行进一步降息时应保持谨慎。 美联储今年9月和10月分别实施了各25个基点的降息，将联邦基金利率目标区间下调25个基点到3.75%至4.00%。 美国就业增长显著放缓，促使美联储于9月重启降息。但鉴于最新官方数据显示通胀率为3%，部分美联储官员对于进一步降息持谨慎态度。 联邦基金期货合约显示，在近期部分美联储官员鹰派表态的推动下，市场对12月 ...

Since my last analysis on Advanced Micro Devices, Inc. ( AMD ) stock, the price has risen by 22%. I leaned cautious in my previous two analyses on AMD because the valuationAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is ...

Core Insights - Advanced Micro Devices, Inc. (AMD) stock price has increased by 22% since the last analysis, indicating a positive market response to the company's performance [1] Group 1 - The previous analyses on AMD were cautious due to valuation concerns, suggesting that the stock may have been perceived as overvalued prior to the recent price increase [1]

At AMD, we're driving exciting innovations in robotics from factory automation to advanced surgery. Our powerful and scalable embedded computing portfolio includes both X86 embedded processors and adaptive compute solutions that bring real-time control and AI to life. Our Ryzen Embedded processors powers factories and autonomous industrial robots with top-notch performance per watt.They also support simulations and digital twins for continuous optimization. Additionally, with AMD's adaptive computing produc ...

每经AI快讯，11月18日，美股三大指数集体收跌，道琼斯指数跌1.18%，标普500指数跌0.91%，纳斯达 克综合指数跌0.84%。大型科技股多数下跌，AMD、英特尔跌超2%，英伟达、苹果、甲骨文、Meta跌 超1%，谷歌逆势涨超3%。 ...

Advanced Micro Devices (NASDAQ: AMD stock) tumbled nearly 4 percent on Monday, part of a broader tech selloff that's rattling investor confidence across the semiconductor sector. AMD dropped 3.44 perc... ...

Core Insights - The tech earnings landscape is heavily influenced by AI, with Nvidia generating nearly 90% of its revenue from AI and servers [1][2] - Concerns about an AI bubble exist, but Nvidia is positioned strongly due to its hardware leadership and strategic deals [2][3] - Nvidia's lack of access to the Chinese market and the implications of the gains act may impact its earnings, but its current market position remains robust [3][4] Nvidia - Nvidia is expected to perform well in the current quarter, with future revenue expectations being a key focus [6][7] - The company has secured significant deals with the Department of Energy, indicating ongoing momentum in its business [7][8] - Despite recent sell-offs, the long-term outlook for Nvidia remains positive, with limited competition in the AI hardware space [4][8] AMD - AMD is making strides in the AI sector, with CEO Lisa Su projecting double-digit growth in AI data centers over the next 3 to 5 years, posing a potential long-term threat to Nvidia [12][14] - AMD has shown resilience against competitors like Intel and continues to innovate in both server and consumer markets [13][14] Microsoft and OpenAI - The relationship between Microsoft and OpenAI is evolving, with both companies seeking to leverage each other's strengths while pursuing independent paths [16][19] - Microsoft's investment in OpenAI has significantly boosted its own AI initiatives, particularly in enterprise and consumer applications [17][19] - OpenAI plans to release new products independently while still utilizing Microsoft Azure, benefiting both companies [18][19] Industry Trends - The tech industry is witnessing increased collaborations among major players, which may raise concerns about potential market bubbles [20][21] - Companies are forming partnerships to gain competitive advantages while preparing to operate independently in the future [22][24]

Core Insights - The article emphasizes the importance of understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply as the core of market behavior [1] - It highlights the significance of predicting human behavior in investment decisions, suggesting that market sentiment and momentum play crucial roles [1] Investment Strategy - The investment strategy is split between low-cost funds and individual stocks, with a balanced portfolio of approximately 50% in each [1] - The author expresses a long-term investment horizon, indicating a willingness to hold stocks for at least 10 years [1] Market Outlook - The author is currently bullish on several companies and sectors, specifically mentioning AMD, PLTR, TSLA, broad US equities, and Bitcoin [1] - The approach to investing is characterized by a blend of ingenuity, curiosity, and a willingness to go against prevailing market trends [1] Background Information - The author is based in Geneva, Switzerland, and holds a Master's Degree in Business, which informs their investment perspective [1] - The article encourages following the author on social media platforms for insights on macroeconomic trends and investing [1]

Welcome to the AMD Versal Adaptive SoC Transceiver Debug Overview. In this presentation, we will explore the advanced capabilities of Versal GT transceivers, focusing on their role in high-speed data applications and the tools available for debugging and optimizing the AMD Serial IO interface. The Versal adaptive SoC is a cutting-edge platform that integrates high-performance transceivers, offering unparalleled flexibility and scalability for a wide range of applications.Let’s dive into the details of how t ...