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懵了,4月以来最惨!美联储,降息大消息
Sou Hu Cai Jing· 2025-11-08 00:51
【导读】本周美股三大股指累跌,走出4月以来最糟糕一周;科技股拖累纳指走低,微软8连跌;美政府停摆影响进一步扩大,在大量官方数据真空下,美 联储12月降息争论愈发激烈 中国基金报记者 张舟 美东时间11月7日周五,美国三大股指低开后延续跌势,尾盘拉升,科技股拖累纳指走低,微软录得8连跌。本周,三大指数均累跌,走出4月初贸易政策 冲击以来最糟糕的一周。 黄金市场本周延续剧烈震荡,在美国政府长期停摆和规避美股风险等背景下,11月7日金价有所反弹,现报4000美元/盎司,本周累计微跌0.06%。 美政府"停摆"进入第39天。大量官方数据无法按计划公布,民主党和共和党双方分歧导致谈判陷入困境。当日,民主党提出结束美国政府停摆新方案,但 遭共和党人拒绝,政府停摆影响进一步扩大。 在数据真空的背景下,美联储内部关于12月是否降息的争论愈发激烈。分析师预测降息概率出现分歧,最新数据显示,美联储12月降息25个基点的概率为 66.5%,维持利率不变的概率为33.5%。 本周美国三大股指累跌 美国三大股指低开后延续跌势,纳指日内跌幅一度扩大至2%,尾盘转涨。截至收盘,道指涨0.16%,报46987.1点;标普500指数涨0.13 ...
Alphabet: The Ride Has Just Begun (NASDAQ:GOOG)
Seeking Alpha· 2025-11-07 23:32
Core Viewpoint - Alphabet (GOOG) remains a worthwhile investment despite recent valuation increases and AI-related risks [1] Group 1: Investment Perspective - The article emphasizes the importance of dividend investing as a pathway to financial freedom, suggesting that it is accessible for many investors [1] - The author has extensive experience in M&A and business valuation, which informs their investment decisions [1] - The focus of the investment strategy includes sectors such as technology, real estate, software, finance, and consumer staples, which are also part of the author's personal portfolio [1] Group 2: Financial Insights - The author aims to share insights and experiences to help others navigate the world of dividend investing and build long-term wealth [1]
微软连跌8天 创14年来最长连跌纪录;央行连续12个月增持黄金;钟睒睒连续5年登顶内地首富丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-11-07 23:03
2025年11月8日 星期六 V 商务部会同海关总署发布关于对超硬材料、稀 士设备和原辅料、钞等5种中重稀土、锂电池和人 造石墨负极材料相关物项实施出口管制措施的公 告,将于11月8日正式实施 1 隔夜市场 美股三大指数收盘涨跌不一,终结此前周线三连涨,纳指跌0.21%,本周累跌3.04%;标普500指数涨0.13%,本周累跌1.63%;道指涨0.16%,本周累跌 1.21%;大型科技股涨跌不一,特斯拉跌超3%,谷歌跌逾2%,苹果、微软小幅下跌;英特尔涨超2%,英伟达、奈飞、亚马逊、Meta小幅上涨;其中,微软 连跌8天,创2011年11月以来最长连跌天数。中概股多数下跌,纳斯达克中国金龙指数跌0.95%,本周累跌2.62%;小鹏汽车跌超6%,小马智行、再鼎医药 跌逾5%,腾讯音乐、蔚来跌超4%,好未来、哔哩哔哩等跌超2%,新东方、贝壳等跌超1%,百度、阿里巴巴等小幅下跌;唯品会涨超2%,携程网、富途控 股小幅上涨。 现货黄金涨0.58%,报4000.29美元/盎司,本周累计下跌0.06%;COMEX黄金期货涨0.42%,报4007.8美元/盎司,本周累计上涨0.28%;COMEX白银期货涨 0.57%,报4 ...
Why Disney is losing the PR war with YouTube TV as their contract dispute drags on
Business Insider· 2025-11-07 20:06
Who's winning the PR war in the Disney-YouTube TV standoff? Data suggests YouTube — so far. Disney's channels have been unavailable on YouTube TV since October 30 due to a contract dispute, preventing YouTube TV subscribers from watching the "Monday Night Football," as well as ABC News and popular shows like "Abbott Elementary."Several data sources indicate that YouTube could have the upper hand in public perception. A survey by Drive Research of 1,100 respondents showed that 58% consider both parties equ ...
Big Tech's AI spending spree: Smart long-term bet or short-term risk?
CNBC· 2025-11-07 18:20
Core Insights - Major tech companies are investing heavily in artificial intelligence infrastructure, raising questions about the long-term benefits versus short-term costs [2][3] - Concerns regarding AI stock valuations have impacted market performance, leading to a decline in stock prices [2] Group 1: Investment Trends - Mega-cap tech firms, including Amazon, Microsoft, and Alphabet's Google, have increased their capital expenditure guidance during the earnings season, which has generated mixed reactions among investors [3] - The debate centers around whether the significant spending on AI will lead to future efficiency gains or if it is merely a costly endeavor without immediate returns [2][3] Group 2: Market Reactions - Investor sentiment is divided, with some analysts arguing that focusing too much on short-term results could hinder long-term growth [3] - The lack of immediate efficiency gains from AI investments has raised skepticism among investors, contributing to market volatility [3]
Disney, YouTube TV remain in talks to restore ABC and ESPN
Reuters· 2025-11-07 18:04
Disney said on Friday that it is continuing negotiations with Google's YouTube TV to bring back ABC and ESPN after the entertainment giant's networks went dark on the pay-TV service. ...
Meta Vs. Alphabet Stock: Which Offers More Upside?
Forbes· 2025-11-07 17:35
Close-up of Google logo on exterior sign at office building, San Francisco, California, August 29, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesMeta Platforms (META) and Alphabet (GOOGL) remain two of the strongest players in digital advertising, but their recent performance reveals a growing divide. While both continue to deliver steady revenue growth, Meta’s efficiency gains and faster operating momentum have drawn investor attention — especially given its more attractive valuat ...
These Analysts Predict an AI Sell-Off. Here's the Long-Short Trade They Suggest
Investopedia· 2025-11-07 17:00
Big Tech's AI investments will likely weigh on valuation metrics, according to BCA Research. Michael Nagle / Bloomberg via Getty Images Close Key Takeaways The boom-bust cycle that has lately powered a pullback in cryptocurrencies and precious metals is coming for AI stocks, according to BCA Research. And they have an idea for how to play it. BCA's analysts this week recommended going long Korean and Taiwanese chipmakers while shorting the U.S. hyperscalers—the tech giants Microsoft (MSFT), Alphabet (GOOG), ...
今夜!大跳水!
Sou Hu Cai Jing· 2025-11-07 16:24
| く | | | 纳斯达克中国金龙指数(.HXC) 交易中 11-07 10:52:15 美东时间 | | Q C | | --- | --- | --- | --- | --- | --- | | 7955.23 | | | | | L1 : | | -179.61 -2.22% | | | | | | | 今 开 | 8047.08 | 高 最 | | 8047.08 成交量 | 0 HB | | 品 收 | 8134.84 | 最 保 | | 7927.57 振 幅 | 1.47% | | 消 家 | 13 | 家 ने | | 跌 家 3 | 67 | | 相关 ETF 1 | | | | 中概互联网 ETF -1.77% 成分股占比 100% > | | | 分时 | 五日 | 日K | 周K | 一年 更多▼ | 0 | | 8200.00 | | | | | 0.80% | | 8150.00 | | | | | 0.19% | | 8100.00 | | | | | -0.43% | | 8050.00 | | | | | -1.04% | | | | | | | -1.66% | | | ...
今夜!大跳水!
中国基金报· 2025-11-07 16:14
【导读】 股市下跌,科技股再次疲软 中国基金报记者 泰勒 大家好啊,今晚美股依旧不平静,继续跳水!一起看看发生了什么事情。 美股又跳水 11月7日晚间, 随着科技泡沫担忧加剧,人工智能估值担忧笼罩着全球投资者。美股三大指数下跌,道指跌约200点,科 技股为主的纳指跌超1.6%,标普500指数跌约1%。 纳斯达克指数正走向自四月"关税引发的抛售潮"以来最糟糕的一周——彼时英伟达和苹果等巨头主导的指数一度跌入熊 市。 中概股指数跌超2%。 不过,部分市场参与者仍寄望于漫长的美国政府关门结束以及美联储在12月可能降息,或能减轻美股压力。投资者也在关 注最高法院对特朗普广泛关税合法性的质疑态度,以及三季度企业财报的推进情况。 热门的AI科技股集体下跌。 | 了 筛选 | | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | --- | | 安谋 | VM | 148.66 | -6.06% | | us ARM | | | | | Applovin Corporation ۱۸ | | 587.95 | -5.38% | | US APP | | | | | 美国超威公司 | 1 | 22 ...