11月26日，美股盘中拉升，纳指一度涨超1%。 市场持续关注可能影响美联储下次利率决策的催化因素。 周三公布的经济数据方面，美国上周首次失业救济人数降至21.6万低于预期。美联储周三公布的经济景 气状况褐皮书报告显示，近几周美国经济活动变化不大，但整体消费者支出进一步下滑，高端消费者例 外。 褐皮书调查报告显示，就业略有下降，价格温和上涨。 分析称，美联储官员要到12月议息会议之后才能获得10月和11月的大部分劳动力市场和通胀数据。 截至收盘，美股三大指数集体上涨，道琼斯指数涨0.67%，标普500指数涨0.69%，纳斯达克综合指数涨 0.82%。 科技股普涨，甲骨文涨超4%，AMD涨超3%，英伟达、特斯拉、奈飞、微软涨超1%。博通涨超3%，创 历史新高。 纳斯达克中国金龙指数收跌0.03%。热门中概股走势分化，哔哩哔哩、小鹏汽车跌超2%，百度跌1.3%， 拼多多涨1.58%，京东、阿里巴巴小幅上涨。 欧洲主要股指集体收涨，欧洲斯托克50指数涨近1.5%，英国富时100指数涨超0.8%，法国CAC40指数涨 0.88%，德国DAX30指数涨约1%，富时意大利MIB指数涨1.01%。 周三国际金价走高，现货黄金 ...

Market Performance - US stock market opened high and closed higher, with all three major indices rising for four consecutive days [1] - Dow Jones increased by 0.67% to 47,427.12 points, S&P 500 rose by 0.69% to 6,812.61 points, and Nasdaq Composite climbed by 0.82% to 23,214.69 points [1] - Market volatility eased, with the S&P 500 volatility index (VIX) dropping approximately 35% over four days, marking the largest decline since mid-April [1] Technology Sector - Mixed performance among large tech stocks: Nvidia up 1.37%, Apple up 0.21%, Google C down 1.04%, Microsoft up 1.78%, Amazon down 0.22%, Broadcom up 3.26%, Meta down 0.41%, and Tesla up 1.71% [1] - Philadelphia Semiconductor Index rose by 2.76%, with all 30 component stocks closing higher [1] - Notable gains in semiconductor stocks: Teradyne up 6.98%, Marvell Technology up 5.14%, AMD up 3.93%, ASML up 3.76%, and Micron Technology up 2.55% [1] Chinese Stocks - Nasdaq Golden Dragon China Index slightly declined by 0.03% [2] - Most popular Chinese stocks saw gains: Vipshop up 2.54%, Pinduoduo up 1.58%, JD.com up 0.96%, Li Auto up 0.6%, New Oriental up 0.39%, and Alibaba up 0.38% [2] - Declines were noted in some Chinese stocks: Hesai down 7.37%, Tencent Music down 2.33%, Xpeng down 2.22%, Baidu down 1.31%, and NIO down 0.73% [3]

Industry News - The China Insurance Industry Association issued a risk warning regarding the "Anwo Stock Insurance" business, stating that it is not an approved insurance product and that stock investment losses are not insurable. The platform's activities may involve illegal financial operations [6]. - Beijing's Internet Information Office and the Beijing Financial Regulatory Bureau launched a three-month campaign to address six types of online financial misconduct, focusing on misleading public information and illegal financial services [7]. - The Ministry of Industry and Information Technology and five other departments released a plan to enhance the adaptability of supply and demand for consumer goods, aiming for a significant optimization of the supply structure by 2027, with three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [7]. - The Ministry of Natural Resources announced breakthroughs in the efficient extraction of low-grade rare metals from coal, aluminum, copper, lead, and zinc ores, with significant improvements in recovery rates for various metals [7]. - The first hydrogen refueling station in China utilizing underground hydrogen storage technology has been operational for over 1500 days, supplying over 400 tons of hydrogen, marking a significant advancement in high-pressure underground hydrogen storage technology [8]. Company News - Dongwei Technology announced a significant increase in PCB plating equipment orders, driven by rapid growth in the PCB and memory sectors, with expected record-high order amounts this year [11]. - North University Pharmaceutical stated that related flu medications have not yet been produced or sold, and this will not impact the company's performance for a considerable time [12]. - *ST Dongtong disclosed that its annual reports from 2019 to 2022 contained false records and has received a notice of termination of listing [13]. - Debang Technology's largest shareholder, the National Big Fund, reduced its stake by 2% between September 11 and October 16, completing its reduction plan [13]. - Muxi Co., Ltd. plans to issue 40.1 million shares, with the initial strategic placement of 8.02 million shares, and the subscription date set for December 5, 2025 [15].

Tiger Global’s Q3 2025 13F shows a return to aggressive growth positioning. While many hedge funds have been rotating into defensives, Chase Coleman continues leaning into secular digital winners, cloud infrastructure, and global e-commerce — with several noteworthy additions and high-conviction increases.Below is a breakdown of the most significant buys and position increases revealed in the filing.1. Coupang (CPNG): +2,252,000 shares (+16.58%)Coupang remains Tiger Global’s largest disclosed equity bet, an ...

Core Viewpoint - The recent dip in artificial intelligence (AI) stocks presents a buying opportunity, as the sector is expected to grow significantly by 2026 despite concerns of a bubble [1][2]. Nvidia - Nvidia is a leader in the AI space, with its GPUs dominating the artificial intelligence accelerator market [3]. - Recent quarterly results showed a 62% revenue increase to $57 billion, with diluted earnings per share (EPS) rising by 67% [6]. - The company forecasts global data center capital expenditures could reach between $3 trillion and $4 trillion by 2030, indicating strong future growth potential [7]. AMD - AMD has improved its position in the AI accelerator chip market, with its CEO predicting a 60% compound annual growth rate for its data center division through 2030 [9]. - The overall compound annual growth rate for AMD is projected to be about 35%, making it a strong investment opportunity [11]. Broadcom - Broadcom is focusing on custom AI chips, partnering with hyperscaler clients to develop application-specific integrated circuits (ASICs) [12]. - The company reported a 63% year-over-year revenue increase to $5.2 billion, with expectations to rise to $6.2 billion in Q4 [14]. Taiwan Semiconductor - Taiwan Semiconductor is a key player in the AI hardware supply chain, benefiting from the growth of companies like Nvidia and AMD [15]. - The company reported a 41% year-over-year revenue increase, driven by strong demand for AI computing hardware [16].

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Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and avoid significant losses during market volatility [1] Investment Strategy - The service offers at least one in-depth article per week focused on investment ideas, catering to those who share a similar investment style [1] - The approach has proven effective in navigating both equity and bond market fluctuations, indicating a robust methodology [1]

U.S. equities continued their upward trajectory in afternoon trading on Wednesday, November 26, 2025, with major indexes extending a multi-day winning streak. Investor optimism was largely buoyed by increasing expectations for a Federal Reserve interest rate cut in December, coupled with a series of dovish economic data releases. Technology stocks were particularly strong performers, driving much of the market's gains as the holiday-shortened week progressed.Afternoon Trading Overview and Major IndexesAs th ...

You missed Nvidia stock at $150. You are terrified Palantir is a bubble at 100x sales. You want AI growth, but you don't want to lose your shirt if the hype cycle breaks.Enter Broadcom (AVGO).While the market obsesses over who builds the fastest race car (Nvidia), Broadcom has quietly bought the toll roads and the engine factory. It is the single best risk-adjusted bet in the entire AI ecosystem because it runs a "Double Moat" strategy that effectively hedges itself.CHONGQING, CHINA - AUGUST 28, 2025: In th ...

24/7 Wall St. Quick Read JPMorgan just reiterated an outperform rating on Amazon, noting that the dip is an opportunity. Heading into earnings next week, Broadcom just saw a price target hike from Goldman Sachs. Analysts at Piper Sandler upgraded Oscar Health to an overweight rating with a price target of $25 from $13. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to ...