港股开盘，港股恒生指数跌1.68%，报24532.85点，恒生科技指数跌2.78%，报4645.26点，国企指数跌 1.81%，报8301.1点，红筹指数跌1.07%，报4119.66点。 | HSI 恒生指数 | -1.68% 24532.85 -419.03 | | --- | --- | | HSTECH 恒生科技指数 | -2.78% 4645.26 -132.75 | | HSCE 恒生中国企业 | -1.81% 8301.10 -152.67 | 大型科技股中，阿里巴巴-W跌3.59%，腾讯控股跌1.7%，京东集团-SW跌2.99%，小米集团-W跌 2.12%，网易-S平收，美团-W跌2.56%，快手-W跌2.34%，哔哩哔哩-W跌3.57%。 个股方面，德适-B涨121.21%，瀚天天成涨44.24%，英矽智能涨14.95%，中国宏桥涨6.49%，智云科技 建设涨5.69%；威高股份跌8.73%，禾赛-W跌5.86%，中国重汽跌5.63%，大唐新能源跌5.38%，华晨中 国跌5.28%。 上周五，美股三大指数齐跌，截至收盘，标准普尔500指数跌1.67%，纳斯达克综合指数跌2.15%，道琼 斯工 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Amazon's (AMZN 3.89%) autonomous vehicle company, Zoox, recently announced a major expansion, with plans to launch its robotaxi service in Austin and Miami later this year. The company is also quadrupling its San Francisco service area and expanding further into Las Vegas.Zoox is clearly a company on the move. The problem is that it doesn't make a dime from its services just yet. Zoox is gaining momentumThe Austin and Miami launches follow a familiar playbook for Zoox: offer rides to employees and their fam ...

Amazon.com Inc. is navigating another senior exit from its Annapurna Labs chip division, raising questions about leadership continuity as it scales its Trainium AI chips to compete with Nvidia Corp.. Leadership Changes at Annapurna Labs Gadi Hutt, director of product and customer engineering, has left Annapurna Labs, according to The Information, citing people familiar with the matter. Hutt was among the early team members at Annapurna Labs, the Israeli semiconductor startup that Amazon acquired in 2015 f ...

Every Magnificent 7 stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade.Microsoft has been hit the hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and the high-performing Amazon are negative on the year. A Bloom ...

Every Magnificent Seven stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade. Microsoft has been hit hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and high-performing Amazon are negative on the year. A Bloombe ...

Stock investors tend to think that lower interest rates translate into higher stock prices. While that is often true, some companies benefit when interest rates hold steady, and yes, many of those are outside the financial sector.This is because comparatively higher rates are often a sign of economic health. Moreover, many companies have attained a level of wealth that allows them to invest as they please, regardless of interest rate levels.In today's environment, the Fed has held off on further interest ra ...

You read the headline. I'll be direct about the question's answer: No, it's not a threat right now. But the more interesting question is whether Amazon (AMZN 3.95%) is building the right foundation to become a threat in three to five years. I think the answer is a qualified and timid yes.Amazon confirmed the acquisition of Fauna Robotics this week. Fauna is a two-year-old New York start-up founded by former Meta Platforms and Google engineers, specifically Josh Merel, a Google DeepMind researcher, and Rob C ...

伊朗战争，波及美股科技股！ 上周，美股"科技七巨头"市值合计蒸发近8600亿美元。其中，Meta单周跌幅超过11%，谷歌母公司Alphabet跌 超8%，微软跌超6%，英伟达与亚马逊下跌近3%，特斯拉跌1.66%，苹果微涨0.33%。 伊朗控制霍尔木兹海峡引发油价飙升，进一步加剧投资者对能源供应的担忧。投资者预计，在通胀预期升温的 背景下，美联储将无法在今年内实施降息，科技股随之承压。 伊朗局势最新消息方面，美媒28日报道称，五角大楼正在为在伊朗开展"为期数周的地面行动"做准备。据报 道，不同于2003年伊拉克战争的全面入侵，五角大楼这次祭出"尖刀斩首"战术——不占领土、不打持久战，直 指伊朗石油命脉哈尔克岛，妄图以"数周速胜"复刻1991年海湾战争的荣光。 对此，伊朗专家会议成员迈斯巴 希·穆加达姆表示，美国若试图派兵夺取伊朗的岛屿，将遭伊朗"果断反击"。 据新华社援引法尔斯通讯社等多家伊朗媒体29日报道，伊朗伊斯兰革命卫队发射导弹和无人机，打击中东地区 两家与美国军工航天工业有关的企业。 值得注意的是，伊朗海军司令沙赫拉姆·伊兰尼当地时间29日表示，伊朗正实时监控美国"林肯"号航母编队的 位置、动向以及其 ...

I just came across an interesting Seeking Alpha news article titled “Investors should capitalize on current market dislocation - strategist.” As I am also a strategist who has advocated buying great stocks onLeo Nelissen is a macro-focused equity strategist and long-term investor with more than a decade of experience on Seeking Alpha, where he has built a following of over 50,000 readers. His work combines big-picture macro analysis, geopolitical insight, and bottom-up research to identify high-quality busi ...