每经编辑｜陈柯名 毕陆名 美东时间周一，美股三大指数盘初短暂冲高后，全线跳水，纳指盘中一度大跌近1.5%，恐慌指数VIX日内涨幅达13%。 截至收盘，道琼斯指数跌1.18%，报46590.24点；标普500指数跌0.92%，报6672.41点；纳斯达克指数跌0.84%，报22708.07点。 随着周一的走势，标普500指数11月迄今已下跌逾2%，此前该指数已连续六个月上涨。标普500指数目前较历史高点回落逾3%，而科技权重更高的纳指跌 幅更大，较纪录高点回落逾5%。 大型科技股多数下跌，苹果跌1.82%，微软跌0.53%，亚马逊跌0.78%，Meta跌1.22%，特斯拉涨1.13%，博通涨0.06%，甲骨文跌1.34%。 | く 気店 | 知名美股 () | | | --- | --- | --- | | 名称 | 最新 | 涨幅。 总量 | | 特斯拉 | 408.920 | 1.13% 1.01亿股 | | TSLA | | | | 英伟达 | | 186.600 -1.88% 1.71亿股 | | NVDA | | | | 谷歌-A | 285.020 | 3.11% 5248万股 | | GOOGL ...

当地时间11月17日（周一），美股三大指数集体收跌，道指下跌超500点，跌幅1.18%。 标普500指数跌0.92%，纳斯达克综合指数跌0.84%。大型科技股多数下跌，戴尔科技跌超8%，超微电脑 跌超6%，超威半导体、英特尔跌超2%，美光科技、安森美半导体、英伟达、苹果、META跌超1%。AI 风向标英伟达将于本周三盘后公布财报，英伟达和其他AI概念股近期成为市场压力来源。 热门中概股多数下跌，纳斯达克中国金龙指数收跌1.21%。 美股全线收跌 当地时间11月17日，美股三大指数集体收跌，道指跌1.18%，标普500指数跌0.92%，纳斯达克综合指数 跌0.84%。 当天，美联储副主席杰斐逊表示，他认为就业面临的下行风险有所上升，但由于利率正接近中性水平， 美联储在进行进一步降息时应保持谨慎。 美联储今年9月和10月分别实施了各25个基点的降息，将联邦基金利率目标区间下调25个基点到3.75% 至4.00%。 美国就业增长显著放缓，促使美联储于9月重启降息。但鉴于最新官方数据显示通胀率为3%，部分美联 储官员对于进一步降息持谨慎态度。 联邦基金期货合约显示，在近期部分美联储官员鹰派表态的推动下，市场对12月降 ...

当地时间11月17日（周一），美股三大指数集体收跌，道指下跌超500点，跌幅1.18%。 标普500指数跌0.92%，纳斯达克综合指数跌0.84%。大型科技股多数下跌，戴尔科技跌超8%，超微电脑跌超6%，超威半导体、英特尔跌超2%，美光科技、安森美 半导体、英伟达、苹果、META跌超1%。AI风向标英伟达将于本周三盘后公布财报，英伟达和其他AI概念股近期成为市场压力来源。 热门中概股多数下跌，纳斯达克中国金龙指数收跌1.21%。 美股全线收跌 科技股大跌 当地时间11月17日，美股三大指数集体收跌，道指跌1.18%，标普500指数跌0.92%，纳斯达克综合指数跌0.84%。 当天，美联储副主席杰斐逊表示，他认为就业面临的下行风险有所上升，但由于利率正接近中性水平，美联储在进行进一步降息时应保持谨慎。 美联储今年9月和10月分别实施了各25个基点的降息，将联邦基金利率目标区间下调25个基点到3.75%至4.00%。 美国就业增长显著放缓，促使美联储于9月重启降息。但鉴于最新官方数据显示通胀率为3%，部分美联储官员对于进一步降息持谨慎态度。 联邦基金期货合约显示，在近期部分美联储官员鹰派表态的推动下，市场对12月 ...

Core Points - The U.S. stock market experienced a significant decline, with the Dow Jones dropping over 500 points, marking a decrease of approximately 1.2% [1] - The S&P 500 index has fallen over 2% in November, ending a six-month streak of gains, and is down more than 3% from its historical peak [1] - The Nasdaq index has also retreated over 5% from its record high [1] Group 1: Major Tech Stocks - Most large tech stocks saw declines, with Micron Technology down nearly 2%, Nvidia and Apple dropping over 1.8%, and Meta down 1.2% [2] - Tesla was an exception, rising by 1.1%, while Google saw a notable increase, initially rising 6% to reach a historical high before closing with a gain of just over 3% [2] - Berkshire Hathaway, led by Warren Buffett, established a position in Google during the third quarter [2] Group 2: Chinese Concept Stocks - The Nasdaq Golden Dragon China Index fell by 1.21%, with notable declines in several Chinese concept stocks: Yatsen E-commerce down nearly 21%, Manbang down over 11%, and XPeng down over 10% [2] - Other Chinese stocks like Li Auto and NIO also experienced declines, while Alibaba saw a gain of 2.5% [2] Group 3: Commodities and Cryptocurrencies - The FTSE China A50 index futures fell by 0.52%, and precious metals, including gold and silver, saw significant declines, with gold dropping nearly 2% to a low of $4006.80 per ounce [3] - Bitcoin experienced a sharp decline, falling below $92,000, while Ethereum also dropped below $3,000, leading to over 160,000 liquidations worth $851 million in the past 24 hours [3] - The tightening liquidity of the U.S. dollar and changing Federal Reserve policy expectations are cited as key factors impacting high-volatility assets like cryptocurrencies [3][4]

Group 1 - The majority of popular Chinese stocks closed lower on Monday, with the Nasdaq Golden Dragon China Index falling by 1.21% [1] - Alibaba saw an increase of over 2%, while Pinduoduo, NetEase, Ctrip, and Baidu experienced declines of over 1% [1] - Xpeng dropped by over 10%, Li Auto fell by over 4%, Manbang decreased by over 11%, and New Oriental declined by over 1% [1]

Group 1 - The Nasdaq China Golden Dragon Index declined by 1.21% on November 18, indicating a downward trend in popular Chinese concept stocks [1] - Xpeng Motors experienced a significant drop of over 10%, while Li Auto fell by more than 4% [1] - Other companies such as NetEase, Baidu, and NIO also saw declines of over 1%, whereas Alibaba recorded an increase of over 2% [1]

百度创始人李彦宏表示，百度伐谋的理念借鉴自"进化算法"，模拟生物界几亿年的进化过程并压缩至 几天甚至几小时，从而发现"过去人类从未发现过的全局最优解"。 在百度世界2025大会上，百度正式发布全球首个可商用的自我演化超级智能体"百度伐谋"，帮助企业 在真实产业场景中寻找"全局最优解"，能够在交通、能源、金融、物流，甚至新药研发、科学理论等 领域中创造生产力价值。 当前， AI已经成为提升生产力的关键变量。"当AI能力被内化，成为一种原生的能力，智能就不再是 成本，而是生产力。"百度创始 ⼈ 李彦宏认为，更应关 ⼼ 如何让 AI跟每 ⼀ 项任务有机结合， "让 AI成为企业发展和个 ⼈ 成 ⻓ 的原 ⽣ 推动 ⼒ 。 " 不过， AI与产业场景结合，尤其是落地到最复杂、最核心的生产研发环节，容易遭遇两类效率瓶 颈。 一类是 AI存在解决卡点、但价值极高的"卡脖子"难题，比如能源行业将燃气用量预测准确率从70%提 升到90%；另一类是大型企业中核心流程持续优化难题，比如金融风控模型需要随市场变化（如每季 度）动态调整，持续保持算法的有效性。 而在这些关乎国计民生的核心产业中，哪怕一个百分点的优化提升，往往能带来百 ...

Core Viewpoint - Jim Cramer, host of Mad Money, expressed positive opinions about two leading tech innovators in China during a recent episode of the Lightning Round [1] Group 1 - Cramer highlighted the innovative capabilities of the two Chinese tech companies, suggesting they are at the forefront of technological advancements [1] - The discussion indicates a growing interest in Chinese tech firms among investors, reflecting potential investment opportunities in this sector [1]

Industry Overview - The auto industry is rapidly evolving with electric vehicles (EVs) and autonomous vehicles (AVs) becoming mainstream, reshaping travel and corporate strategies regarding mobility [2] - Tesla's dominance in the EV market is being challenged by strong competition from Chinese automakers and traditional car manufacturers, along with new EV-only startups [2] Technology Advancements - Improvements in battery technology, including longer lifespan, faster charging, and reduced costs, are making EVs more appealing [3] - The expansion of fast-charging networks is addressing one of the major concerns for EV buyers: charging time [3] Market Growth Projections - The U.S. EV market was valued at approximately $131 billion in 2024 and is projected to grow to $439 billion by 2034, reflecting a compound annual growth rate of 13.6% [5] - The International Energy Agency anticipates global EV sales to surpass 20 million units in 2025, accounting for over 25% of all cars sold worldwide [5] - The global AV market is expected to increase from about $106 billion in 2021 to over $2.3 trillion by 2030 [6] Investment Opportunities - Both EVs and AVs present significant long-term investment opportunities, characterized by growth and innovation [7] - Notable companies for investors include QuantumScape Corp. (QS), Alphabet (GOOGL), and Rivian Automotive (RIVN) [7] Company Highlights: QuantumScape - QuantumScape is advancing its solid-state battery technology, achieving a major milestone with the introduction of the Cobra manufacturing process, which is 25 times faster than the previous system [9] - The company has begun customer testing of its new battery cells, with significant interest from leading automakers [10] - QuantumScape recorded $12.8 million in customer billings for the first time in Q3, indicating progress towards commercialization [12] Company Highlights: Alphabet (Waymo) - Waymo, Alphabet's autonomous driving unit, operates the most advanced robotaxi service in the U.S., with fully driverless services in several major cities [14][15] - The company has received substantial funding for research and fleet expansion, enhancing its competitive position [16] - Waymo recently began offering driverless freeway rides, marking a significant milestone in autonomous driving [17] Company Highlights: Rivian - Rivian is focusing on expanding its EV market presence with plans for lower-priced models, including the R2 midsize SUV expected to launch in 2026 [19][20] - The company has a strategic partnership with Volkswagen, which plans to invest up to $5.8 billion, aiding Rivian's next-generation electrical architecture [21] - Rivian aims to reduce material costs by about 20% for its second-generation models and nearly 50% for the R2, positioning itself for growth [22]

西风 发自 凹非寺 量子位 | 公众号 QbitAI 你敢信，国内大厂的万人年度大会，从邀请函、官网到留资、参会、签到、现场活动的 整套系统由A I凭几句话 生成 ，智能体正在从"可 玩"走向"可用"。 没错，就是下面这一整套： 靠几句 大白 话驱使AI搞定，程序员只负责坐等结果： 过去大 家还把这种工具当个"玩具"随便试试，谁能想到，现在它已经能扛起企业级的正儿八经业务了。 在刚刚结束的百度世界大会2025上， 无 代 码对话式 应用 搭建平台——"秒哒"，宣布进化到2.0 。 相比上一代，2.0有两大升级点： 基于这套能力，大会全链路系统就是它从0到1吭哧吭哧建出来的。据估算，相比传统纯人工开发，其综合 成本暴降99% 。 更有意思的是，会上百度秒哒产品负责人还跟观众了进行现场互动，同样是一行代码不写，当场构建了一个个人闲置物品电商平台。 全栈应用一键生成 ：把做应用的开发、调试、线上部署等整套环节全包了。 一站式开发与分发 ：由秒哒打造的应用可一键发布到公网，同时能打通搜索引擎得到曝光，支持发布成微信小程序。 这不是个只靠好看界面撑场子的展示品，而是个 前 后端逻辑 、数据库、AI试衣插件、支付能力全都 ...