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美股11月收官:标普500指数、道指月线7连涨!礼来飙升24.82%,英伟达大跌逾12%
Ge Long Hui· 2025-11-28 23:26
目前,美股总市值排名前十的个股分别为英伟达、苹果、谷歌A、谷歌C、微软、亚马逊、博通、 META、台积电及特斯拉。(格隆汇) 美股11月收官,周五标普500指数收涨0.54%,11月累涨0.13%;道指数收涨0.61%,11月累涨0.32%;纳 指收涨0.65%,11月累跌1.51%。其中,标普500指数、道指均录得月线7连涨,纳指则为7个月以来首次 下跌。 热门科技股中,11月份,礼来涨24.82%为连续第三个月上涨,市值稳定在1万亿美元上方;谷歌A涨 13.87%为连续第八个月上涨,博通涨9.02%为连续第八个月上涨,美光涨5.68%为连续第四个月上涨, 苹果涨3.24%为连续第六个月上涨,Meta跌0.06%为连续第四个月下跌,台积电跌2.97%,亚马逊跌 4.5%,微软跌4.8%,特斯拉跌5.78%,英伟达跌12.59%。 ...
谷歌、霸王茶姬等股上涨:纳指涨0.34%
Sou Hu Cai Jing· 2025-11-28 23:10
【11 月 28 日,美联储12 月降息 25 个基点概率升至 86.9%,美股高开】11 月 28 日,美联储 12 月降息 25 个基点的概率升至 86.9%,美股三大指数集体高开。纳指涨 0.34%,标普500 指数涨 0.19%,道指涨 0.17%。 谷歌涨超 1%,大摩预期每对外销售约 50 万颗 TPU,将推升 2027 年每股盈利约 3%。 存储概 念股齐涨,闪迪涨超 5%,美光科技涨超 2%。研究机构预测存储芯片价格预计再涨 50%。 霸王茶姬涨 超 4.7%,Q3 全球门店数达 7338 家,GMV 达 79.3 亿元,经调整后净利润 5.03 亿元。 本文由 AI算法生成,仅作参考,不涉投资建议,使用风险自担 ...
Google Withdraws EU Antitrust Complaint Targeting Microsoft's Cloud Business
PYMNTS.com· 2025-11-28 21:19
Google reportedly withdrew an antitrust complaint that it filed with the European Union against Microsoft.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company did so after the European Commission began inves ...
Alphabet (GOOG) is the real winner of AI – here’s why
Rask Media· 2025-11-28 20:00
Alphabet (NASDAQ: GOOG) is making its own chips. What kind? Why now? And could this make Alphabet – not NVIDIA – the ultimate winner in the AI race?In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass. Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet – not NVIDIA – the ultimate winner in the AI race? While NVIDIA gr ...
The Score: Campbell's, Kohl's, Alphabet and More Stocks That Defined the Week
WSJ· 2025-11-28 19:51
Here are some of the major companies whose stocks moved on the week's news. ...
Halftime Report traders talk possibility of a market rally into year-end
Youtube· 2025-11-28 17:54
Market Overview - The market is experiencing a potential "Santa Claus rally," with a reversal of negative momentum from November, attributed to expectations of a December rate cut [2][3] - The S&P 500 has reached 36 all-time highs this year, indicating strong market performance [9] - December historically shows an average increase of about 1.5%, suggesting a positive setup for the end of the year [10] Economic Indicators - Weekly jobless claims are at a four-week moving average of approximately 224,000, indicating a healthy labor market [11] - Durable goods orders rose nearly 10% in the past month, and final demand for goods showed the largest increase since February [12][13] - The economy is running above trend, with growth rates around 3.5% to 4%, leading to double-digit earnings growth [13] Sector Performance - Healthcare has been the best-performing sector in November, up 9.5%, while financials and industrials are also performing well [18] - The market is broadening out, with significant gains in various sectors beyond just technology [14][16] Technology Sector Insights - Alphabet is gaining attention as a major player, with a market cap approaching $4 trillion, indicating a healthy rotation within the tech sector [19][20] - Despite Nvidia's recent struggles, it has shown substantial growth over the past three years, with a 1,000% increase compared to Alphabet's 250-260% [25] - The dominance of tech in the S&P 500 remains strong, with eight of the ten largest companies being tech names, accounting for 35% of the index's weight [22] Investment Strategies - There is a suggestion for portfolio managers to reconsider their positions in tech, as underweighting could lead to missed opportunities [6] - The current market environment is seen as favorable for long positions into the end of the year, with expectations of an "everything rally" across various asset classes [14][10]
India's Adani seeks up to $5 billion investment in Google data center to join AI boom
Reuters· 2025-11-28 17:51
Core Viewpoint - Adani Group plans to invest up to $5 billion in Google's AI data centre project in India, aiming to leverage the increasing demand for data capacity in the region [1] Group 1: Investment Details - The investment amount is projected to be as high as $5 billion, indicating a significant commitment to the AI data centre initiative [1] - This investment aligns with the growing trend of digital transformation and the need for enhanced data infrastructure in India [1] Group 2: Market Context - The demand for data capacity in India is booming, driven by the rapid growth of digital services and cloud computing [1] - The collaboration between Adani Group and Google highlights the strategic partnerships forming in the tech and infrastructure sectors to meet this demand [1]
美股三大股指开盘集体上涨,谷歌涨近1%
Mei Ri Jing Ji Xin Wen· 2025-11-28 17:35
【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com (责任编辑:王治强 HF013) 每经AI快讯,美股开盘,三大股指集体上涨,道指涨0.16%,纳指涨0.33%,标普500指数涨 0.17%。谷歌涨近1%,谷歌首席执行官皮查伊表示,希望2027年前将TPU送上太空。甲骨文跌超3%, 多家银行正商谈再向甲骨文和数据中心建设商VANTAGE提供380亿美元贷款。存储概念股集体上涨, SanDisk涨超4%,美光科技涨2.8%,西部数据涨2%。消息面上,全球存储芯片短缺加剧,研究机构预 测存储芯片价格预计再涨50%。 每日经济新闻 ...
Waymo Could Wreck Tesla’s Most Important Plan
Yahoo Finance· 2025-11-28 17:22
Dllu / Wikimedia Commons Tesla’s (NASDAQ: TSLA) stock trades at a high valuation for several reasons. Today, this has nothing to do with car sales. Its unit sales in the EU dropped 48% in October. Its market share in the US has fallen, though it still leads all competitors. In China, the world’s largest EV market, its market share has become small. That leaves investors with CEO Elon Musk's plans for a fully self-driving car and a robotics business, both in early stages. Quick Read Waymo Has Been Aroun ...
AI remains a long-term threat for Apple, says Big Technology's Alex Kantrowitz
Youtube· 2025-11-28 16:14
Welcome back. Apple may be in a strong position to dominate holiday shopping this season. Some new data shows the iPhone maker drove Singles Day smartphone sales over in China this year, accounting for 26% of smartphones sold over the month-long event.Will that momentum now carry over into the US. Let's bring in big technology founder and CNBC contributor Alex Canowitz, who joins us here at Post. Happy Black Friday, Alex. >> Happy Black Friday.>> So, this there's a lot of commentary that this is going to be ...