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 Overseas Markets Outperformed US YTD; China Exuberance Fuels Buying - Apple (NASDAQ:AAPL)
 Benzinga· 2025-10-27 16:53
Overseas Markets OutperformingPlease click here for a chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX) compared to Ishares Msci South Korea ETF (NYSE:EWY), VanEck Vietnam ETF (BATS:VNM), iShares MSCI Mexico ETF (NYSE:EWW), iShares China Large-Cap ETF (NYSE:FXI), and Ishares Msci Taiwan ETF (NYSE:EWT).Note the following:The chart shows SPY has produced 16.06% gain year to date, but overseas markets have done significantly better.South Korea ETF (EWY)  ...
 谷歌:推出新的Bigtable存储层,用于高效管理海量数据集,现已开启预览版。
 Xin Lang Cai Jing· 2025-10-27 16:14
谷歌:推出新的Bigtable存储层,用于高效管理海量数据集,现已开启预览版。 ...
 微软谷歌Meta亚马逊本周财报,市场最关注的只有一个数字
 美股IPO· 2025-10-27 16:07
本周,市场对美股科技巨头财报的焦点,是其"资本支出"数字。科技公司正竞相投入巨额资金建设AI超 级计算中心。分析师预计大型科技公司明年总资本支出将增长24%至近5500亿美元。投资者将密切关 注这些巨额投入能否转化为实际增长,以平衡投资与回报。 本周,当科技巨头们陆续公布业绩时,华尔街的目光将穿透营收和利润等传统指标,聚焦于一个更能 揭示未来的数字: 资本支出。 微软、Alphabet、Meta将于本周三公布季度业绩,亚马逊和苹果则在周四跟进。尽管这些巨头的业务 各不相同,但市场在审视它们的财报时将有一个共同的焦点。由OpenAI近乎惊人的万亿美元级AI基础 设施投资计划所引发的震动,正迫使投资者重新评估这些大型科技公司的支出规模与战略意图。 投资者即将获得大量新信息,以判断这些公司如何在AI的浪潮中布局。分析师将密切关注微软的 Copilot AI功能是否为其其他业务带来了增长;谷歌的AI投资是否有助于捍卫其核心的搜索和广告业 务;以及Meta宣称的生成式AI技术是否真的增强了其广告定位能力。 近三年来,以ChatGPT和Gemini等为代表的生成式AI点燃了市场热情,并被认为有潜力重塑全球经 济。然而,当 ...
 X @Forbes
 Forbes· 2025-10-27 15:46
Google And Microsoft Issue Password Warnings—Most Users Must Act NowYour Google and Microsoft passwords are under attack, with leaked or stolen credentials the likely way hackers will gain access to your account. Both have issued warnings with clear calls to action. https://t.co/s2LEnDr7x1 ...
 Likelihood of US-China trade deal lifts markets, Magnificent 7 earnings, & the AI trade
 Youtube· 2025-10-27 15:35
[Music] Top of the morning from Yow Fines's New York City headquarter studios. I'm Yao Fines executive editor Brian S. You're watching Optimal Bank Holdings ringing the opening bell at the New York Stock Exchange on this Monday and fortunate getting trading underway over at the NASDAQ.promises to be a super busy week for the markets. And if you are ready for the smoke, I encourage you to get ready starting right this very moment. The Fed is likely get likely to cut rates for the second straight time in its  ...
 中国资产爆发,高通一度涨超20%,黄金跳水跌破4000美元
 2 1 Shi Ji Jing Ji Bao Dao· 2025-10-27 15:25
记者丨刘雪莹 叶静 唐婧 编辑丨吴桂兴 北京时间10月27日,美股三大指数开盘全线上涨,均再创历史新高,截至22:49,纳斯达克指数涨近 1.5%,道琼斯、标普500指数均涨超0.5%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47455.47 | 23550.83 | 6853.08 | | +248.35 +0.53% +345.96 +1.49% +61.39 +0.90% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8527.94 | 25877.25 | 6886.25 | | +166.04 +1.99% | +368.00 +1.44% | +59.25 +0.87% | 科技股领涨,高通涨一度涨超20%,创2019年以来最大日内涨幅。消息面上,据智通财经报道,高通推 出人工智能芯片,在数据中心市场与英伟达展开竞争。高通AI200和AI250预计分别于2026年和2027年 投入商业使用。 此外,英特尔股价涨幅扩大至超5%,总市值超1900亿美元;英伟达、谷歌涨超2%,亚马逊涨近2%,微 软涨1.5%。 中国资产爆发 ...
 用AI骗报销?欧美“假小票”越来越逼真
 财联社· 2025-10-27 15:01
 Core Viewpoint - The rise of AI-generated fake receipts poses a significant challenge for companies, as the technology has become more accessible and sophisticated, leading to an increase in fraudulent expense claims [3][4][5].   Group 1: AI Impact on Fraudulent Activities - Recent developments in AI technology have led to a surge in the use of AI-generated fake receipts, with approximately 14% of fraudulent documents submitted in September being created by AI, compared to zero last year [3]. - A survey by Medius indicates that around 30% of finance professionals in the UK and the US have observed a notable increase in fake receipts since the launch of OpenAI's GPT-4 [4]. - The CEO of Rydoo highlighted that while currently only a small percentage of fraudulent receipts are AI-generated, this number is expected to rise significantly [7].   Group 2: Challenges in Detection - The realism of AI-generated receipts has reached a level where companies are now compelled to use AI technology to identify fake documents, as human reviewers struggle to keep up with the accuracy of AI [5][7]. - Advanced detection systems can analyze metadata and contextual information to identify AI-generated receipts, although some users may circumvent these checks by simply photographing receipts [7]. - A survey by SAP revealed that nearly 70% of CFOs believe employees are using AI to create fake travel reimbursements or receipts, with about 10% confirming that such incidents have occurred within their companies [7].   Group 3: Industry Response - Companies are increasingly adopting AI tools to combat the rise of fraudulent receipts, as traditional methods of verification are becoming inadequate [5][7]. - The ease of creating fake receipts has lowered the barrier for committing fraud, contrasting sharply with the skills required for similar activities five years ago [7].
 Wall Street is Pounding the Table Over HON, GOOG, AAPL, MSFT, BKNG, and TSLA
 247Wallst· 2025-10-27 14:42
 Core Insights - Wall Street analysts are increasingly optimistic about major tech stocks, including Honeywell, Alphabet, Apple, Microsoft, Booking Holdings, and Tesla, leading to multiple upgrades and positive price targets ahead of earnings reports [2][3][6][7][8][9].   Company Summaries - **Honeywell (HON)**: Upgraded to outperform by RBC with a new price target of $253, up from $235, following better-than-expected quarterly results, reporting adjusted EPS of $2.82 on revenue of $10.41 billion, surpassing expectations of $2.57 EPS on $10.14 billion revenue [3][5].    - **Alphabet (GOOG)**: JPMorgan reiterated an outperform rating with a price target of $300, noting a 37% year-to-date increase and a favorable outcome in the DOJ Search Commercial Agreement trial, which alleviated previous concerns [6].  - **Apple (AAPL)**: Also receiving an overweight rating from JPMorgan with a price target of $290, analysts highlighted that Apple is entering earnings with more positive indicators than in the past year, particularly regarding iPhone sales [7].  - **Microsoft (MSFT)**: Upgraded to a buy rating by Guggenheim with a price target of $586, indicating a 12% upside, as analysts believe Microsoft is well-positioned for growth in artificial intelligence [8].  - **Booking Holdings (BKNG)**: Upgraded to a buy rating by Truist, citing that fears regarding secular downside risks are overblown, supported by Asia's long-term travel outlook and steady GDP growth [8].  - **Tesla (TSLA)**: Morgan Stanley reiterated an overweight rating, emphasizing Tesla's focus on artificial intelligence and fully autonomous driving, suggesting confidence in the company's future prospects [9].
 US and China agree on trade deal framework, Bessent says he has narrowed down Fed Chair choices to 5
 Youtube· 2025-10-27 13:48
[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Ramsan Karamali live from Yahoo Finance Studios in London. It's Monday 27th October. It's a big tech earnings week coming up on the show. So the US and China agree on a framework for a trade deal. Then there were five. Trump says he could name his next Fed chair before year end. and I'll tell you about a stock that's up nearly 900% in just six months. So, grab your coffee and let's own the morning. [Music] Well, the first thing you need to know  ...





