11月26日，美股盘中拉升，纳指一度涨超1%。 市场持续关注可能影响美联储下次利率决策的催化因素。 周三公布的经济数据方面，美国上周首次失业救济人数降至21.6万低于预期。美联储周三公布的经济景 气状况褐皮书报告显示，近几周美国经济活动变化不大，但整体消费者支出进一步下滑，高端消费者例 外。 褐皮书调查报告显示，就业略有下降，价格温和上涨。 分析称，美联储官员要到12月议息会议之后才能获得10月和11月的大部分劳动力市场和通胀数据。 截至收盘，美股三大指数集体上涨，道琼斯指数涨0.67%，标普500指数涨0.69%，纳斯达克综合指数涨 0.82%。 科技股普涨，甲骨文涨超4%，AMD涨超3%，英伟达、特斯拉、奈飞、微软涨超1%。博通涨超3%，创 历史新高。 纳斯达克中国金龙指数收跌0.03%。热门中概股走势分化，哔哩哔哩、小鹏汽车跌超2%，百度跌1.3%， 拼多多涨1.58%，京东、阿里巴巴小幅上涨。 欧洲主要股指集体收涨，欧洲斯托克50指数涨近1.5%，英国富时100指数涨超0.8%，法国CAC40指数涨 0.88%，德国DAX30指数涨约1%，富时意大利MIB指数涨1.01%。 周三国际金价走高，现货黄金 ...

来源：江南都市报 中概股方面，纳斯达克中国金龙指数微跌0.03%。 热门中概股多数收升，唯品会涨2.54%，拼多多涨1.58%，京东涨0.96%，理想汽车涨0.6%，新东方涨 0.39%，阿里巴巴涨0.38%。 禾赛跌7.37%，腾讯音乐跌2.33%，小鹏汽车跌2.22%，百度跌1.31%，蔚来跌0.73%。 来源：智通财经 值班编辑：严佳成 周三（11月26日），美股高开高收，三大指数均连涨四日。 截至收盘，道琼斯指数涨0.67%，报47427.12点；标普500指数涨0.69%，报6812.61点；纳斯达克综合指 数涨0.82%，报23214.69点。 市场波动性也有所缓解，有"恐慌指数"之称的标普500波动率指数（VIX）在四天内下跌约35%，为4月 中旬以来最大跌幅。 大型科技股涨跌不一，英伟达涨1.37%，苹果涨0.21%，谷歌C跌1.04%，微软涨1.78%，亚马逊跌 0.22%，博通涨3.26%，Meta跌0.41%，特斯拉涨1.71%。 费城半导体指数涨2.76%，30只成分股全线收涨。泰瑞达涨6.98%，迈威尔科技涨5.14%，AMD涨 3.93%，阿斯麦涨3.76%，美光科技涨2.55%。 ...

My position in Advanced Micro Devices, Inc. ( AMD ) dates from the beginning of March. With the stock at $99, I saw it undervalued. Combined with an interesting growth ahead, fueled especially by their Data Center"Fundamental Options" would be the title of my investing style, because I combine fundamental analysis with the power of options. I use Fundamental Analysis to quantitatively and qualitatively assess individual stocks and ETFs, and I pursue various strategies: Income oriented, especially BDCs, but ...

Core Insights - Advanced Micro Devices, Inc. (AMD) is perceived as undervalued at a stock price of $99, with promising growth prospects primarily driven by its Data Center segment [1] Investment Strategy - The investment approach combines fundamental analysis with options trading, focusing on various strategies including income-oriented investments, growth at a reasonable price, deep value, and dividend aristocrats [1] - The company employs 20-25 options strategies for purposes such as hedging, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1] Teaching and Community Engagement - The company has a passion for teaching and has previously engaged in both formal and informal educational roles, including authoring a free local investing newsletter [1]

Industry News - The China Insurance Industry Association issued a risk warning regarding the "Anwo Stock Insurance" business, stating that it is not an approved insurance product and that stock investment losses are not insurable. The platform's activities may involve illegal financial operations [6]. - Beijing's Internet Information Office and the Beijing Financial Regulatory Bureau launched a three-month campaign to address six types of online financial misconduct, focusing on misleading public information and illegal financial services [7]. - The Ministry of Industry and Information Technology and five other departments released a plan to enhance the adaptability of supply and demand for consumer goods, aiming for a significant optimization of the supply structure by 2027, with three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [7]. - The Ministry of Natural Resources announced breakthroughs in the efficient extraction of low-grade rare metals from coal, aluminum, copper, lead, and zinc ores, with significant improvements in recovery rates for various metals [7]. - The first hydrogen refueling station in China utilizing underground hydrogen storage technology has been operational for over 1500 days, supplying over 400 tons of hydrogen, marking a significant advancement in high-pressure underground hydrogen storage technology [8]. Company News - Dongwei Technology announced a significant increase in PCB plating equipment orders, driven by rapid growth in the PCB and memory sectors, with expected record-high order amounts this year [11]. - North University Pharmaceutical stated that related flu medications have not yet been produced or sold, and this will not impact the company's performance for a considerable time [12]. - *ST Dongtong disclosed that its annual reports from 2019 to 2022 contained false records and has received a notice of termination of listing [13]. - Debang Technology's largest shareholder, the National Big Fund, reduced its stake by 2% between September 11 and October 16, completing its reduction plan [13]. - Muxi Co., Ltd. plans to issue 40.1 million shares, with the initial strategic placement of 8.02 million shares, and the subscription date set for December 5, 2025 [15].

Group 1 - AI stocks have experienced a significant drawdown recently, leading many to speculate that the AI bubble may have burst [1] Group 2 - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, which focuses on creating diversified portfolios to preserve and grow wealth [2] - The Pragmatic Investor covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies, providing resources for investors at all levels [2]

Core Viewpoint - The recent dip in artificial intelligence (AI) stocks presents a buying opportunity, as the sector is expected to grow significantly by 2026 despite concerns of a bubble [1][2]. Nvidia - Nvidia is a leader in the AI space, with its GPUs dominating the artificial intelligence accelerator market [3]. - Recent quarterly results showed a 62% revenue increase to $57 billion, with diluted earnings per share (EPS) rising by 67% [6]. - The company forecasts global data center capital expenditures could reach between $3 trillion and $4 trillion by 2030, indicating strong future growth potential [7]. AMD - AMD has improved its position in the AI accelerator chip market, with its CEO predicting a 60% compound annual growth rate for its data center division through 2030 [9]. - The overall compound annual growth rate for AMD is projected to be about 35%, making it a strong investment opportunity [11]. Broadcom - Broadcom is focusing on custom AI chips, partnering with hyperscaler clients to develop application-specific integrated circuits (ASICs) [12]. - The company reported a 63% year-over-year revenue increase to $5.2 billion, with expectations to rise to $6.2 billion in Q4 [14]. Taiwan Semiconductor - Taiwan Semiconductor is a key player in the AI hardware supply chain, benefiting from the growth of companies like Nvidia and AMD [15]. - The company reported a 41% year-over-year revenue increase, driven by strong demand for AI computing hardware [16].

3、亚朵Q3营收26.3亿，同比+38.4%；净利润4.9亿，同比+27%；平均客房收入为371.3元，恢复至去年 同期水平的97.8%；并上调全年收入指引。这个业绩好不好，和同行对比下就行了，Q3营收锦江下滑， 君庭+4%，华住+8%，所以这货一直是在新高的路上。 2、英伟达暴跌，原因很简单，由于谷歌TPU的崛起，唯一性被打破了。AMD也暴跌，本来这货是作为 英伟达的平替存在，但现在TPU出来以后，老二变老三，平替地位都不保。英伟达昨天出来安抚市场， 表示我们仍然比TPU领先，这个大概率没问题。但问题在于，唯一变领先，失去垄断地位，那溢价大部 分就没有了。 4、蔚来Q3亏损27.4亿，李斌表示下季度就能盈利，市场不太信，股价继续跌。 1、美国9月零售环比跌0.2%，主要原因是电动车税收优惠到期，汽车销量下降。这个数据肯定是有利 于12月降息的... ...

The Xbox Ally, as a device, it's meant to bridge gaming and mobility for when you need to play on the go. Gaming handheld itself is a different category in terms of performance and power to any other device in the market. With the overall ROG Ally series, we focus on the moniker “Play All Your Games” because we truly believe that a consumer has a wide array of games that they'd be interested in playing.And so with Xbox Ally, we use the power of Windows to help establish a foundation that lets you play every ...

U.S. equities continued their upward trajectory in afternoon trading on Wednesday, November 26, 2025, with major indexes extending a multi-day winning streak. Investor optimism was largely buoyed by increasing expectations for a Federal Reserve interest rate cut in December, coupled with a series of dovish economic data releases. Technology stocks were particularly strong performers, driving much of the market's gains as the holiday-shortened week progressed.Afternoon Trading Overview and Major IndexesAs th ...