Core Insights - Wall Street experienced a significant decline, with large-cap technology companies losing $1.5 trillion in market value over two days due to reduced expectations for a Federal Reserve interest rate cut in December [1][2][12] Market Performance - Major US indices faced volatility, with the Nasdaq Composite falling 1.5%, the S&P 500 dropping 1.1%, and the Dow Jones Industrial Average losing 479 points, marking the lowest intraday levels of the week [3][4][7] - The selloff on Thursday was noted as the worst one-day performance for major US indices since October 10, with the Dow reversing gains from the previous day [7][9] Technology Sector Impact - Top technology companies such as Nvidia, Microsoft, Palantir, Tesla, Amazon, Intel, and AMD saw sharp declines despite reporting strong earnings [2][15] - AI-focused stocks were particularly affected, as investors expressed concerns over overvaluation in companies heavily investing in artificial intelligence [2][8][15] Individual Stock Movements - Nvidia dropped 2.8%, AMD slid 4.7%, and both Tesla and Palantir fell 3% following larger declines on the previous day [6][15] - Significant losses were reported for Palantir (-11.0%), Tesla (-10.5%), Intel (-9.0%), and AMD (-8.0%) among others [14][15] Investor Sentiment - Investor concerns centered around the sustainability of the AI trade, with Oracle's pullback raising alarms about stretched valuations and rising debt [8][9] - Expectations for a Fed rate cut in December decreased, with traders now assigning a 52% chance of a quarter-point cut, down from 62.9% earlier in the week [9][15] Notable Gains Amidst Turbulence - A few companies saw notable gains, including Cidara Therapeutics which surged 105% after a $9.2 billion acquisition announcement by Merck, and Avadel Pharmaceuticals which rose 20% following a purchase offer [10][11]

（原标题：韩加速人工智能基础设施建设） 韩国《KBS WORLD》11月3日报道，韩国以APEC峰会为契机，宣布与跨国人工智能巨头展开具体 合作，人工智能数据中心将在国内大规模落地。亚马逊云服务（AWS）首席执行官马特·加曼宣布，将 在韩国增投50亿美元。此前6月，AWS与SK集团已斥资约49亿美元建设100兆瓦级人工智能数据中心。 加曼在上月29日与韩国总统李在明会面时表示，韩国已成为人工智能创新中心，AWS将在仁川和 京畿地区持续投资，预计到2031年累计增投超过50亿美元建设人工智能数据中心。韩国政府还表示，将 与OpenAI合作建立大型人工智能数据中心，SK集团已签署相关谅解备忘录，选址可能落在光州广域 市。 此外，英伟达首席执行官黄仁勋在峰会期间宣布向韩国供应26万块Blackwell GPU，预计将推动国内计 算基础设施迎来快速发展，为人工智能产业的快速落地提供强力支撑。 ...

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | TSLA | 特斯拉(TESLA) | 386.150 | -15.840 | -3.94% | | GOOG | 谷歌(ALPHABET)-C | 272.160 | -6.960 | -2.49% | | NVDA | 英伟达(NVIDIA) | 182.890 | -3.970 | -2.12% | | META | 脸书(META PLATFORMʻ | 601.010 | -8.880 | -1.46% | | AMZN | 亚马逊(AMAZON) | 235.145 | -2.435 | -1.02% | | MSFT | 微软(MICROSOFT) | 498.650 | -4.640 | -0.92% | | AAPL | 苹果(APPLE) | 271.030 | -1.920 | -0.70% | 美股科技股仍然没有止跌态势。 当地时间周五（11月14日）美股开盘，科技板块延续近期跌势，拖累美股大盘指数下跌。截至记者发稿，道指、纳指、标普 500指数跌幅均超过1% ...

减持英伟达等多只科技股 批量减持美股大型科技股，是桥水第三季度持仓变动的一大特点。 北京时间11月14日，全球最大对冲基金桥水披露截至今年三季度末的美股持仓报告（13F），英伟达、谷歌、微软、META、亚马逊等多只美国大型科技 股在第三季度遭桥水大幅减持。 截至今年三季度末，桥水的持仓市值约为255亿美元，二季度末的持仓市值约为248亿美元。据第三方网站WhaleWisdom显示，截至今年三季度末，桥水的 前五大重仓股分别为：IVV（标普500ETF-iShares）、SPY（标普500ETF-SPDR）、谷歌-A、微软、赛富时，英伟达位列第6位。 桥水持仓变动（截至2025年三季度末） | 2025-09-30 | | 2025-09-30 | | 2025-09-30 | | | --- | --- | --- | --- | --- | --- | | Top Buys (13F) | | Top Sells (13F) | | 13F Holdings Summary | | | | | | | | % of | | BY CHANGE IN % PORTFOLIO | | BY CHANGE IN ...

智通财经APP获悉，周五，大型科技股普跌，纳指跌超1.7%，标普500指数跌超1.2%。截至发稿，特斯 拉(TSLA.US)跌超4%，亚马逊(AMZN.US)跌超1.8%，Meta(META.US)跌超2%，谷歌 (GOOG.US,GOOGL.US)跌超2%，微软(MSFT.US)跌近1%，英伟达(NVDA.US)跌超2.8%， AMD(AMD.US)跌超4.6%，甲骨文(ORCL.US)跌超2.4%。 ...

Core Viewpoint - Amazon.com Inc. has been a significant success in the stock market, with a stock price increase of over 316,600% since its IPO in 1997, and it is now a key player in e-commerce and cloud services. The focus is on predicting its stock performance by 2030 through bullish, bearish, and baseline scenarios [3][4]. Group 1: Historical Performance - From 2014 to 2024, Amazon's shares surged by over 1,025%, increasing from $19.94 to $223.75, with a notable gain of 150.70% from March 2020 to December 2024 [6]. - Revenue grew from $89 billion to $638 billion, a 616% increase, while net income rose from $0.241 billion to $59.2 billion, translating to a 24,664.3% gain [7]. Group 2: Key Drivers of Future Performance - **E-commerce Success**: Amazon accounted for 40% of all U.S. e-commerce sales in 2023, despite e-commerce representing only 15% of total retail sales, indicating strong market dominance [9]. - **Amazon Web Services (AWS)**: AWS is the largest cloud provider and most profitable segment, generating $107.6 billion in sales in 2024, but faces competition from Microsoft Azure and Google Cloud [10]. - **Advertising Revenue**: In 2024, Amazon's advertising revenue reached $56.2 billion, nearly doubling from the previous three years, and is expected to continue growing [11]. Group 3: Stock Price Predictions for 2030 - **Bull Case**: The stock price could reach $431 if AWS maintains an 18% CAGR, leading to $150 billion in operating profits [12][14]. - **Bear Case**: The stock price could drop to $77 if the P/E ratio reflects a low-growth state, despite net income growth [15]. - **Baseline Case**: Analysts predict revenue growth from $710 billion in 2025 to $1.153 trillion by 2030, with net income projected to rise from $48.9 billion to $110.7 billion [16][17].

艾夫斯及其团队表示："这加剧了围绕空头'AI泡沫论'的担忧，以及对英伟达在华收入被切断的忧虑，还 有对'太大而不能倒'的OpenAI的议论……加上迈克尔·伯里的做空推文更是添乱。简而言之，我们认为这 对科技股来说只是一个短暂的小型恐慌时刻，因为我们相信，随着投资者寻求参与AI革命以及目前正 在消费端和企业端上演的第二、第三、第四轮衍生效应，科技股将在今年剩余时间内迎来大幅上涨。" 分析师指出，第三季度科技股财报季最重要的收获是微软(MSFT.US)、亚马逊(AMZNJ.US)和 Alphabet(GOOGL.US)公布的强劲云业务数据，以及由Meta平台公司和其他科技巨头引领的直至2026年 的大幅资本支出增长。分析师认为，随着AI交易进入下一阶段，科技巨头的资本支出在2026年可能从 今年的约3800亿美元增至5500亿至6000亿美元。 艾夫斯及其团队表示："这是一场AI军备竞赛，推动下一阶段增长的是科技巨头们的支出，而且这一趋 势到2026年也不会放缓，思科本周公布的乐观季度业绩和指引就是另一个积极数据点……我们认为这对 AI革命看涨论点是一个巨大的积极因素和验证时刻。" 智通财经APP获悉，投行韦德布 ...

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中新网上海11月14日电 (陶思阅)14日，亚马逊海外购"黑色星期五"快闪店首次落地上海。在活动现场， 亚马逊海外购亚太区负责人李岩川接受中新网采访时表示，中国消费者对整个服务链条要求高，并且期 待"微创新"。 "年轻消费者愿意拓展小众品牌商品，中国消费者对整个服务链条要求高。"李岩川说，例如，中国消费 者重视购物详情页的浏览体验、实时查看快递物流情况、售后服务质量等。"这也对亚马逊海外购提出 了更高要求，在保持服务质量的同时，通过社交媒体洞察新需求，进行'微创新'。"李岩川说道。 据介绍，落地上海的亚马逊海外购"黑色星期五"快闪店，展示品类涵盖户外、家居、美妆、电子、健康 等，融入互动装置与打卡亮点，吸引消费者体验。这也是亚马逊海外购线上线下融合的尝试，让消费者 近距离接触产品，并得到消费者的使用反馈。 此外，本次大促融入了人工智能(AI)元素。亚马逊在全球部署了100万余个机器人，提升送货效率。AI 购物助手Rufus今年拥有活跃用户数2.5亿。(完) （文章来源：中国新闻网） 11月14日，亚马逊海外购"黑色星期五"快闪店落地上海，游客在店内参观。陶思阅摄 李岩川介绍，在亚马逊海外购2025"黑色星期五 ...

Typically, when it comes to investing in growth stocks, we like to see three key company attributes before considering an investment.At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research y ...