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美股全线下挫,明星科技股普跌,金银创新高
Di Yi Cai Jing Zi Xun· 2025-12-17 23:31
Market Overview - US stock market experienced a broad decline, with the Dow Jones and S&P 500 indices falling for four consecutive trading days [2] - The Dow dropped by 228.29 points (0.47%) to close at 47,885.97, while the Nasdaq fell by 1.81% to 22,693.32, and the S&P 500 decreased by 1.16% to 6,721.43 [2] - The VIX, a measure of market volatility, surged by 6.9% to 17.62 [2] Technology Sector Performance - Major tech stocks saw significant declines, with Nvidia down 3.8%, Microsoft down 0.1%, Amazon down 0.6%, Apple down 1.0%, Meta down 1.2%, Google down 3.1%, and Tesla down 4.6% [2] - The Philadelphia Semiconductor Index fell by 3.3%, with Broadcom down 4.4% and AMD down 5.3% [3] Oracle's Data Center Investment Concerns - Oracle's stock fell by 5.4% after its largest data center partner, Blue Owl Capital, withdrew funding support for a $10 billion data center project [3] - Oracle's clarification announcement did not alleviate market concerns regarding its investment plans in artificial intelligence [4][5] Broader Economic Indicators - The MBA reported a 3.8% decline in mortgage applications due to rising average interest rates for 30-year mortgages [3] - The market is concerned about the sustainability and return on investment of significant capital expenditures in the artificial intelligence sector [5] Oil and Precious Metals Market - International oil prices rebounded significantly, with WTI crude oil rising by 1.21% to $55.94 per barrel and Brent crude oil increasing by 1.29% to $59.68 per barrel [6] - Precious metals saw gains, with COMEX gold futures up 1.00% to $4,347.50 per ounce and COMEX silver futures rising 5.64% to $66.237 per ounce, both reaching historical closing highs [6]
亚马逊调整人工智能团队
Di Yi Cai Jing· 2025-12-17 23:22
亚马逊周三宣布,负责通用人工智能(AGI)业务的高管普拉萨德(Rohit Prasad)将于年底离职。亚马 逊首席执行官贾西(Andy Jassy)已任命公司云业务高级副总裁、任职 27年的资深员工德桑蒂斯(Peter DeSantis)接管重组后的人工智能部门。该部门将整合亚马逊的通用人工智能、定制芯片研发以及量子 计算团队。贾西称,公司之所以对人工智能团队进行重组,是因为认为相关技术发展已迎来拐点。 (文章来源:第一财经) ...
陆家嘴财经早餐2025年12月18日星期四
Wind万得· 2025-12-17 22:34
3. 工信部部长李乐成会见美国超威半导体公司(AMD)董事会主席兼首席执行官苏姿丰, 双方就加强数字经济、人工智能领域合作等议题进行交流。 1. 中金公司吸收合并东兴证券、信达证券方案出炉! 根据公告,每股东兴证券、信达证券股票能换取中金公司股票的比例,分别确定为1:0.4373、 1:0.5188。三家公司股票将于12月18日复牌。合并后,中金公司将成为行业第四家总资产跨入"万亿俱乐部"的券商。 2.全球白银市场正迎来历史性时刻,短短数周内开启连续刷新纪录的上涨行情。 12月17日,现货白银价格接连突破65美元/盎司、66美元/盎司两道关口, 并向67美元/盎司逼近。 今年以来,现货白银涨幅已达约130%,是同期黄金期货涨幅的2倍。供需失衡、美联储降息以及资金涌入共同催生了白银本轮 的"疯涨"行情。 1.据证券时报,"十五五"开局之年,适度宽松的货币政策要努力推动实现经济增长、物价回升,这首先要求明年金融总量保持合理增长,充分满足实体经 济融资需求。 市场机构普遍预计明年降准、降息分别有0.5个、0.1个百分点左右的空间。 根据中央经济工作会议要求,明年结构性工具将聚焦扩大内需、 科技创新、中小微企业等重点 ...
西门子公布CES 2026演讲阵容:黄仁勋领衔,微软百事高管助阵
Feng Huang Wang· 2025-12-17 22:32
Core Insights - Siemens will focus on the industrial AI revolution during its keynote at CES 2026, exploring how AI reshapes various operational aspects from design to execution [1] - A significant highlight will be the dialogue between Siemens CEO Roland Busch and NVIDIA CEO Jensen Huang, discussing the next phase of industrial AI development and the responsible scaling of smart technologies [1] Group 1 - The keynote will feature discussions with various industry leaders, including Microsoft and PepsiCo executives, on the integration of AI technologies and operational transformations [2] - The event is scheduled for January 6, 2026, at 8:30 AM PST at the Venetian Hotel [2] - Siemens will collaborate with Amazon Web Services (AWS) to set up a joint live broadcast space at the Las Vegas Convention Center, inviting industry leaders to share insights on the implementation of industrial AI [2]
Steve Mandel’s Lone Pine Capital Reveals Major Portfolio Shifts in Latest 13F Filing
Acquirersmultiple· 2025-12-17 22:26
The latest 13F filing from Steve Mandel’s Lone Pine Capital reveals a series of meaningful portfolio adjustments, concentrated among large-cap technology, consumer platforms, and financial services. While the fund maintained its characteristic focus on high-quality growth franchises, several significant trims and selective additions suggest a more risk-balanced stance heading into year-end. Here are some of the largest position moves.Meta Platforms Inc. (META): –342,757 shares (–20.59%)Lone Pine reduced its ...
12月18日外盘头条:美光科技公布强劲营收展望 亚马逊重组AI部门 美欲借新一轮制裁施压俄接受...
Xin Lang Cai Jing· 2025-12-17 22:13
Group 1 - The U.S. is preparing to impose new sanctions on Russia's energy sector following President Putin's rejection of a peace agreement regarding Ukraine [4] - The sanctions may target "shadow oil tanker fleets" used for transporting Russian crude oil and the traders facilitating these transactions [4] - New measures could be announced as early as this week [4] Group 2 - Micron Technology reported a strong revenue outlook, with expected revenue between $18.3 billion and $19.1 billion, significantly higher than analysts' average estimate of $14.4 billion [9] - The demand for AI computing hardware is driving growth in the storage chip market, leading to a shortage of personal computer memory chips [9] Group 3 - Amazon is restructuring its AI department, integrating its general AI business with a larger new department that will also include chip development and quantum computing teams [11] - The restructuring follows the announcement of the departure of a key executive, Rohit Prasad, by the end of the year [11] Group 4 - Novartis and Roche are reportedly close to reaching a drug pricing agreement with the U.S. government, which may be announced soon [15] - This agreement could ease trade tensions between the U.S. and Switzerland, with other pharmaceutical companies potentially included in the announcement [15]
新锐品牌出海:找准缝隙市场,借力渠道轻装上阵
Sou Hu Cai Jing· 2025-12-17 22:11
出海模式迁移:从 "卖出去" 到 "立品牌"。 文丨Leo 过去,中国公司出海大多倚重供应链效率与成本优势,将产品 "卖出去" 是首要目标。但近年一个趋势 正变得清晰,一批在全球知名度尚浅的新品牌,在出海头几年就实现了可观的销售突破,成功在海外市 场站稳脚跟。 他们不再满足于只做代工或销售高性价比商品,而是转向系统性打造品牌——从精准洞察海外消费者需 求出发,通过创新产品定义、快速研发迭代和直达用户(DTC)的运营,在海外市场快速树立起有辨识 度、有溢价的品牌形象。 从全球产业的执行者,转变为产品标准与体验的定义者,这些品牌正为海外消费者提供更优的选择。这 一现象背后,是中国公司正以更敏捷的方式,成从发现市场缝隙、验证产品价值到构建增长闭环的快速 穿越。并以此为基础,在海外高效建立起有号召力的品牌。 洞察缝隙:不做追随者,而是定义新体验 聚焦于未被充分满足的细分需求,是许多新锐品牌实现快速立足的共同起点。它们精准切入那些需求快 速增长、却被传统巨头忽视的市场空隙,致力于以为消费者提供更好的体验。巨头们受制于庞大的既有 产品线、复杂的渠道利益与缓慢的决策流程,往往对消费者的新痛点反应迟缓。 这便给了嗅觉灵敏的新 ...
Happy Creek Intercepts 1.18 m of 6.83% WO3 from 31.2 m DH Depth at the Fox Tungsten Project in British Columbia
Thenewswire· 2025-12-17 22:10
 December 17, 2025, Vancouver, British Columbia – TheNewswire - Happy Creek Minerals Ltd. (TSX-V: HPY) (“Happy Creek” or the “Company”) is pleased to report assays from the 2025 drill program at the Fox Tungsten Project in the South Cariboo district of British Columbia (the “Fox Project” or the “Project”).Highlights Eighteen diamond core drill holes were completed at the Fox Project for a total of 2,176 meters drilled during the period from September 5th to October 5th, 2025.  The drilling was focused on ...
Northern Lights Resources Announces Closing of Upsized Non-Brokered Private Placement
Thenewswire· 2025-12-17 22:10
Not for distribution to United States Newswire Services or for dissemination in the United States Vancouver, British Columbia - (December 17, 2025) – TheNewswire - Northern Lights Resources Corp. (“Northern Lights” or the “Company”) (CSE: NLR) (OTC: NLRCF), is pleased to announce that it has closed its previously announced non-brokered private placement (the “Offering”), which was upsized due to strong investor demand, for gross proceeds of C$400,000.The Offering consisted of the issuance of units (the “Un ...
Amazon Reorganization Combines AI, Silicon and Quantum Computing
PYMNTS.com· 2025-12-17 22:10
Core Insights - Amazon has established a new organization to integrate its AI models, silicon development, and quantum computing efforts [1][2] - The organization will be led by Peter DeSantis, who has been with Amazon for 27 years, and will include the artificial general intelligence (AGI) team and various AI models and products [2][3] - The company aims to optimize its technologies across models, chips, and cloud software, enhancing its competitive position in the enterprise AI market [3][4] Organizational Changes - Peter DeSantis will focus on new areas of AI and silicon development, reporting directly to CEO Andy Jassy [3] - Pieter Abbeel will lead the frontier model research team while continuing his work in robotics [3][4] - Rohit Prasad, who previously led the Nova and AGI organization, will leave Amazon at the end of the year [4] AI Strategy and Market Position - Amazon recently launched the Nova family of AI models, which includes six models optimized for different tasks, as part of its comprehensive AI strategy unveiled at the re:Invent conference [4][5] - The company is positioning itself to lead in the competitive enterprise AI market, which is seeing increased activity among tech giants [5]