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想知道哪些美股可以卖空?贝塔APP使用指南来了!
贝塔投资智库· 2025-09-18 04:15
点击蓝字,关注我们 贝塔APP查看美股是否可卖空的方法 为投资交易提供更有价值的服务 贝塔投资智库 -上下滑动,查看更多- 免责声明及一般披露提示:本报告仅作一般综合数据之用,旨在贝塔投研及其关联机构之用户作一般阅览及数据参考,并未考虑接获本报告之任何人士之特定投资目标、投 资产品偏好、风险承受能力、财务状况及特别需求投资者若基于此报告做出投资前,必须咨询独立专业顾问的意见。任何因使用或参考本报告提及内容或信息做出投资决策 的人士,需自行承担风险。贝塔投研毋须承担因使用本报告所载数据而可能直接或间接引致之任何责任或损失。本报告所载信息及数据基于已公开的资料,仅作参考用途, 贝塔投研力求但不保证相关信息及数据的可靠性、准确性和完整性。本报告中所提及之信息或所表达之观点,在任何司法管辖权下的地方均不可被作为或被视作证券出售邀 约或证券买卖之邀请,也不构成对有关证券或相关金融工具的建议、询价及推荐等。本报告所载资讯、工具及资料并非用作或拟作分派予在分派、刊发、提供或使用有关资 讯、工具及资料抵触适用法例或规例之司法权区或导致贝塔投研及/或其附属公司或联属公司须遵守该司法权区之任何注册或申领牌照规定的有关司法权区的公 ...
美企高管急跳脚:芯片是“对华仅存优势”,特朗普却…
Guan Cha Zhe Wang· 2025-09-18 01:08
【文/观察者网 熊超然】当地时间9月17日,在美国新闻网站"Axios新闻网"举办的一场人工智能峰会 (AI+ DC Summit)上,美国AI初创公司Anthropic首席执行官达里奥·阿莫迪(Dario Amodei)宣称,美 国在芯片领域的主导地位,可能是其目前仍对中国拥有的"唯一优势",应当予以"保护"。 就在前一天,路透社独家报道称,美国芯片制造商英伟达公司推出多款对华"减配特供版"芯片,但越来 越多的中国买家已不愿买单。比如,英伟达最新为中国市场量身定制的AI芯片RTX6000D需求低迷,其 主要大客户——多家中国科技巨头拒绝下单。 "将这些芯片卖给中国,无异于拿我们国家的未来做赌注。"满口所谓"安全利益"的阿莫迪在谈到英伟达 最新报道时声称:"无论这项技术(AI)有多危险,无论需要什么样的防护措施,我认为在这项技术上 击败中国也至关重要。"他进而炒作渲染:"这可能会控制国家的命运,这可能会控制'自由和民主'的未 来。" "Axios新闻网"指出,芯片的获取问题已成为中美这两个全球最大经济体之间的"最热摩擦点"。在特朗 普2.0时期,通过"破天荒地"向政府"上贡"(或可称为"交回扣")在中国销售芯 ...
Advancing Robust, Future-Ready Embedded Solutions
AMD· 2025-09-17 15:00
Designed for networking, storage, and industrial edge servers, AMD EPYC™ Embedded processors deliver leadership performance-per-watt, enterprise-class security features, and planned long-term product availability. Built for always-on reliability and efficient operation in constrained environments, this processor family powers scalable systems for next-generation infrastructure. Watch the video to see how EPYC Embedded is driving innovation in embedded computing. #TogetherWeAdvance #Embedded *** Subscribe: h ...
Digital Twin Consortium Welcomes AMD to Accelerate AI-Powered Digital Twin Innovation at the Edge
Globenewswire· 2025-09-17 13:05
BOSTON, MA, Sept. 17, 2025 (GLOBE NEWSWIRE) -- Digital Twin Consortium® (DTC) today announced that Advanced Micro Devices, Inc. (AMD) has joined as a member. AMD will bring its cutting-edge AI processing capabilities and innovative edge computing solutions to accelerate AI-powered digital twin systems development and deployment across industries. The addition of AMD is pivotal as the digital twin market rapidly evolves toward intelligent, autonomous systems powered by artificial intelligence. The company's ...
美联储决议倒计时!美股期货窄幅下挫,芯片股盘前集体走跌,英伟达跌近1%,现货黄金下跌
Hua Er Jie Jian Wen· 2025-09-17 09:29
17日周三,美国股指期货在美联储政策会议结束前夕窄幅下挫,市场普遍预期央行将宣布2025年首次降息,押注25个基点降息的概率为96%,大 幅降息的概率仅为4%。 美股盘前,标普500指数期货跌0.2%,纳指期货跌0.25%,均触及盘中低点。美股芯片股盘前短线走低,英伟达盘前一度跌近1%,英特尔、AMD 跌0.5%,阿斯麦跌0.78%。美元上涨,现货黄金下挫。 除降息决定外,投资者还将密切关注美联储"点阵图"的发布,该图将揭示央行对2025年剩余时间降息次数的预期。美联储主席鲍威尔在决议后的 新闻发布会也备受市场关注。 标普500指数期货跌0.2%,纳指期货跌0.25%,均触及盘中低点。美股芯片股盘前短线走低,英伟达盘前一度跌近1%,英特尔、 AMD跌0.5%,阿斯麦跌0.78%。 欧洲主要股市高开,德国DAX30指数开盘上涨0.42%。英国富时100指数开盘上涨0.20%。法国CAC40指数开盘上涨0.30%。欧洲 斯托克50指数开盘上涨0.32%。 美元指数上涨0.11%至96.75。 印尼盾兑美元保持稳定,印尼五年期国债收益率下行5个基点,印尼股市延续涨势,此前印尼央行意外降息。 美国10年期国债收益率下 ...
美股芯片股盘前短线走低,英伟达盘前一度跌近1%,英特尔、AMD跌0.5%
Mei Ri Jing Ji Xin Wen· 2025-09-17 08:51
每经AI快讯,美股芯片股盘前短线走低,英伟达盘前一度跌近1%,英特尔、AMD跌0.5%,阿斯麦跌 0.78%。 (文章来源:每日经济新闻) ...
三个人、一篇论文,估值850亿
3 6 Ke· 2025-09-17 08:40
AI界又出现了一个超级独角兽。 AI领域从不缺乏颠覆性事件,却极少有一家公司能像Thinking Machines Lab 这样,在成立仅七个月、尚 未推出正式产品、甚至没有实际用户的情况下,就以120亿美元(折合人民币850亿元)的估值惊艳全球 行业。 这家由前OpenAI首席技术官(CTO)Mira Murati牵头创立的人工智能研究公司,凭借三十余人的"豪华 团队",其中还包括OpenAI前安全研究副总裁、北大女学霸翁荔,不仅顺利完成20亿美元种子轮融资, 更吸引了AMD、英伟达等行业巨头争相注资,一跃成为OpenAI、Anthropic和Google DeepMind等头部 企业的潜在劲敌。 不同于传统创业公司"产品先行"的路径,Thinking Machines Lab从诞生之初就自带"颠覆属性"。其核心 团队几乎全员来自OpenAI,涵盖了AI产品落地、核心技术研发等关键领域的顶尖人才,这种"顶配阵 容"让市场看到了复刻甚至超越OpenAI的可能性。 更值得关注的是,公司在无产品的情况下,选择以技术研究成果为"名片",通过发布研究博客和学术论 文,向行业传递其在多模态基础模型与下一代人机协作领域的 ...
Cathie Wood's Reshuffle Tuesday: Loads Up On AMD, Figma And Bullish, Trims Tempus AI - Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided beneficial interest (ARCA:BTC)
Benzinga· 2025-09-17 01:41
On Tuesday, Cathie Wood-led Ark Invest executed significant trades, including buying shares of Advanced Micro Devices Inc. AMD and Bullish Inc. BLSH, while selling shares of Tempus AI Inc. TEM. Additionally, Ark purchased Figma Inc. FIG stock, reflecting strategic adjustments in its investment portfolio.The AMD TradeArk Fintech Innovation ETF ARKF picked up 25,899 shares of AMD on Tuesday, a purchase valued at about $4.1 million based on AMD's closing price of $160.46.This move comes amid concerns over the ...
Absci Corporation Taps Advanced Micro Devices Inc. (AMD) Chip for AI Drug Discovery Platform
Yahoo Finance· 2025-09-16 17:34
Group 1 - Advanced Micro Devices Inc. (AMD) is recognized as a top tech stock to buy, particularly highlighted by Cathie Wood [1] - Absci Corporation has formed a strategic partnership with Oracle Cloud Infrastructure and AMD to enhance its AI-powered drug discovery platform [1][2] - The partnership will utilize AMD's 5th Generation EPYC processor and RDMA cluster network, improving low-latency networking and high-throughput capabilities for Absci's platform [2] Group 2 - Sean McClain, Founder and CEO of Absci, emphasized the collaboration aims to combine advanced AI models with superior infrastructure [3] - AMD specializes in high-performance computing technologies, including CPUs, GPUs, and FPGAs, serving various sectors such as PCs, data centers, and gaming [3]
AMD Stock: Attractive Entry As AI Ramp Offsets Short-Term Noise
Seeking Alpha· 2025-09-16 17:31
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...