在美股市场目前的夜盘交易中，英伟达涨超2%，AMD涨1.6%，英特尔涨0.4%。消息面上，美国总统特 朗普当地时间8日在社交媒体上发文宣布，美国政府将允许英伟达向中国及其他国家的合格客户出售 H200人工智能芯片(Hopper架构)，公司需将这些芯片销售收入的25%上缴美国政府。规则同样适用于 AMD与英特尔等美国企业。 ...

Market Overview - Major U.S. indexes closed lower on Monday, with the Dow down 0.45% to 47,739.32, the S&P 500 down 0.35% to 6,846.51, and the Nasdaq down 0.1% to 23,545.90 [1] Nvidia Corporation - Nvidia's shares rose by 1.73%, closing at $185.57, with an intraday high of $188 and a low of $182.40; the stock gained 2.3% to $189.92 in after-hours trading [1] - Reports indicated that the White House would allow the export of H200 chips to China, which is expected to boost Nvidia's revenue; these GPUs are approximately 18 months behind Nvidia's most advanced models [2] - Following President Trump's confirmation of the export policy, Nvidia's shares, along with those of other chipmakers, rose in extended trading [4] Advanced Micro Devices, Inc. (AMD) - AMD's stock increased by 1.44%, closing at $221.11, with an intraday high of $223.71 and a low of $218.36; the stock rose 1.8% to $225.12 in after-hours trading [3] - The positive sentiment in the chip sector was reflected in AMD's stock performance following the news about Nvidia's export policy [4] Wave Life Sciences Ltd. - Wave Life Sciences saw a significant surge of 147.26%, closing at $18.52, with a high of $19.60 and a low of $12.72; the stock rose 5% to $19.45 in after-hours trading [5] - The company reported interim Phase 1 data showing that its obesity therapy WVE-007 reduced visceral fat by 9.4% and total fat by 4.5% at three months, while increasing lean mass by 3.2% [6] Toll Brothers - Toll Brothers' shares fell by 1.97%, closing at $136.20, with an intraday high of $139.60 and a low of $135.65; the stock declined 3.7% to $131.10 in after-hours trading [7] - The company beat revenue expectations but missed earnings estimates for the fourth quarter, with EPS at $4.58 versus the $4.89 estimate; backlog fell to $5.5 billion from $6.5 billion last year, indicating softer demand [8] Carvana - Carvana's stock jumped by 12.11%, closing at $447.98, with an intraday high of $456.97 and a low of $424.33; the stock's 52-week range is from $456.97 to $148.25 [9] - The upcoming entry into the S&P 500 contributed to the stock's rise, providing significant unrealized gains for major investors [10]

【环球网报道 记者 闫珮云】据路透社、彭博社等媒体报道，美国总统特朗普当地时间8日在社交媒体上 发文宣布，美国政府将允许英伟达向中国出售其H200人工智能芯片，但对每颗芯片收取一定费用。 《纽约时报》称，H200芯片为英伟达"性能第二强"的芯片。特朗普表示，美方将从相关芯片出口中收取 25% 的分成。他还称，美国商务部正在敲定相关安排细节，同样的安排也将适用于超微半导体公司、英 特尔等其他人工智能芯片公司。 路透社称，在特朗普宣布这一消息后，英伟达股价在盘后交易中上涨了1.2%。 路透社称，此举标志着特朗普政府政策的转变，其政府最初限制向中国出售人工智能芯片，对英伟达首 席执行官黄仁勋来说则是一场"重大胜利"，他曾花费数月时间游说白宫放宽出口限制。 黄仁勋曾多次公开表态强调中国市场的重要性。据美国福克斯新闻20日报道，黄仁勋敦促美国和中国稳 定贸易关系。他认为，进入中国市场对于美国在人工智能领域的竞争力至关重要。黄仁勋10月在接受采 访时还表示，"伤害中国的事情，往往也可能伤害美国，甚至会更严重。" 在10月29日中国外交部例行记者会上，有记者就"黄仁勋表示，希望美国生产的人工智能芯片能够在华销 售"一事提问 ...

要闻提示 NEWS REMIND 1.又穿帮了？特斯拉 Optimus 人形机器人演示时摔倒，慌忙做出"摘头显"动作疑露馅 2.太残暴了！众擎T800人形机器人一脚把自家CEO踹翻在地，网友：多少带了点私人恩怨 3.张予彤出任月之暗面总裁，与朱啸虎纠纷还未裁决 4.罗永浩做播客只因来钱快？硬件研发出意外，需要"口才"赚钱补贴 5.原字节高级公关总监杨继斌加入理想汽车 6. IPO 批量造富！摩尔线程诞生多位百亿巨富 7. 抖音副总裁李亮：AI 手机助手本质是"机主"授权，与入侵、黑客、隐私无关 8. 苹果芯片负责人斯鲁吉否认离职：我热爱在苹果的工作 今日头条 HEADLINE NEWS 穿帮了？特斯拉 Optimus 人形机器人演示时摔倒，慌忙做出"摘头显"动作疑露馅 12 月 8 日消息，上周末，在特斯拉迈阿密门店"Autonomy Visualized"（可视化自主性）活动上，人形 机器人 Optimus 在递送瓶装水时动作失控，失衡后仰摔倒。更引人注目的是——倒地前一瞬间，它双手 迅速抬至面部，做出一个清晰的"抓握—摘除"动作，仿佛在从头上摘下某物。问题在于：Optimus 的头部 根本没有佩戴任何设备 ...

一、外围市场与关联资产 周一美股三大指数收跌，道指跌0.45%，纳指跌0.14%，标普500指数跌0.35%。 受利好消息面刺激，英伟达美股盘后迅速涨超1%。 热门中概股收盘涨跌不一，纳斯达克中国金龙指数涨0.08%，百度涨超3%，小鹏汽车、新东方涨超 2%，蔚来、万国数据涨超1%；中通、携程、网易跌超2%，搜狐跌超1%，百胜中国、阿里巴巴小幅收 跌。 二、大宗商品与汇率动态 WTI原油失守59美元/桶，日内跌1.84%。 纽约期金突破4220美元/盎司后回落，日内一度失守4210美元/盎司，跌0.79%。 现货黄金失守4180美元/盎司，日内跌0.39%。 美国天然气期货因气温降幅预测收窄及产量高位，价格持续下跌，日内跌幅超9%，现报3.849美元/百万 英热。 日本本州东部附近海域发生7.5级地震后，美元兑日元短线波动，涨幅一度扩大至0.5%，报155.81日 元。 三、国际市场重要动态 派拉蒙向华纳兄弟探索公司发起敌意收购要约，提出以每股30美元全现金方案收购其全部股份，较奈飞 此前720亿美元收购对价（每股27.75美元）溢价约8%，预计可为股东多带来180亿美元现金收益。 大型科技股涨跌不一，博通涨 ...

1、美股周一收盘，道指初步收跌0.45%，标普500指数跌0.3%，纳指跌0.1%。华纳兄弟探索公司涨 4.4%，奈飞和特斯拉跌超3%，谷歌跌超2%。纳斯达克中国金龙指数微涨，百度涨超3%。 2、现货 黄 金短线走低17美元触及4180美元/盎司，日内跌0.38%；现货 白银短线下挫0.4美元现报57.74美元/盎司。 WTI原油日内下跌2.00%现报58.77美元/桶；布伦特原油回落至63美元/桶下方，日内跌1.92%。 3、美国 总统特朗普表示本周将发布 人工智能的单一规则行政命令，称若50个州各定规则会摧毁起步阶段的 AI，必须只有一套规则手册。 4、派拉蒙提出以每股30美元的价格收购华纳兄弟探索公司。 5、俄罗斯 副总理诺瓦克称自2026年起将限制黄金金条出口。 6、日本本州东部附近海域发生7.5级地震，震源深度 50千米，日本气象厅预计出现最高三米海啸，自然资源部海啸预警中心表示不会对我国沿岸造成影响。 7、苹果芯片主管Johny Srouji向员工表示近期不会离职，此前有传言他考虑离职，库克曾努力挽留。 8、美国劳工统计局表示将不会公布10月份的PPI数据。 9、全球最大白银ETF--iShare ...

Core Insights - Advanced Micro Devices, Inc. (AMD) has experienced a significant increase in stock value, contradicting previous skepticism regarding its valuation [1] - The current scenario indicates that escalating capital expenditures (CapEx) are positively impacting the company's performance [1] Company Overview - AMD is recognized for its strong balance sheet and management team, which are essential for long-term growth [1] - The company operates in a sector characterized by substantial growth potential, making it an attractive investment opportunity [1] Investment Strategy - The investment approach focuses on identifying undervalued companies with secular growth, aiming for substantial appreciation over time [1] - The strategy combines growth-oriented principles with strict valuation criteria to enhance the margin of safety for investors [1]

Core Insights - Advanced Micro Devices, Inc. (AMD) has experienced a significant increase in stock value, contradicting previous skepticism regarding its valuation [1] - The company is benefiting from escalating capital expenditures (CapEx), which is seen as a positive development for its growth prospects [1] Company Overview - AMD is positioned in a sector with long growth runways, indicating potential for sustained appreciation over time [1] - The company is recognized for having a strong balance sheet and management team, which are critical factors for investment [1] Investment Strategy - The investment approach focuses on identifying undervalued companies with secular growth, combining growth-oriented principles with strict valuation hurdles [1] - The strategy aims to deliver large alpha relative to the S&P 500, highlighting a commitment to outperforming the market [1]

Shares of U.S. chipmakers popped late Monday afternoon after President Donald Trump confirmed on social media that NVIDIA Corp. (NASDAQ:NVDA) will be allowed to ship its H200 chips to approved customers in China and other countries. NVDA stock is moving after-hours. See the price action here. Rumors swirled earlier Monday that such a move could be coming, and Trump took to Truth Social late Monday afternoon to confirm the policy change. Read Next: Forget Meta And Microsoft — ‘Pick And Shovel’ Stocks Are The ...

每经AI快讯，12月9日，美国部分芯片股盘后走强，英伟达涨1.2%，AMD涨近1%，英特尔涨0.4%。 ...