昨夜，美债、美股和美元全线杀跌，而比特币则飙涨。 道指跌超800点，跌幅为1.91%。纳指跌1.41%，标普500指数跌1.61%。 | 名称 | 现价 | | 涨跌 | | --- | --- | --- | --- | | 道琼斯工业指数 | 41860.44 - - -1.91% -816.80 | | | | 纳斯达克指数 | 18872.64 c -1.41% -270.07 | | | | 标普500 | 5844.61 | | | 大型科技股普跌。特斯拉、苹果跌超2%，微软、亚马逊、英伟达跌超1%；谷歌逆市涨近3%。 | 名称 | 现价 涨跌幅 ▲ | | --- | --- | | 特斯拉(TESLA) | 334.620 - -2.68% | | 苹果(APPLE) | 202.090 - -2.31% | | 英伟达(NVIDIA) | | | 亚马逊(AMAZON) | 201.120 - -1.45% | | 微软(MICROSOF] | | 纳斯达克中国金龙指数跌0.72%。热门中概股涨跌不一，小鹏汽车涨13%，理想汽车涨超3%；爱奇艺跌超8%，百度跌超 4%。 比特币涨破11万美元 ...

机构指出，月末时间节点再回落确认后，市场仍有望挑战前期高点。 【财经日历】 15:00 国新办就科技金融政策有关情况举行新闻发布会 15:00 商务部召开5月第3次例行新闻发布会 20:30 美国截至5月17日当周初请失业金人数 22:00 美国4月成屋销售年化总数 | | | | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 41860.44 | -816.80 | -1.91% | | 纳斯达克指数 | 18872.64 c | -270.07 | -1.41% | | 标普500 | 5844.61 | -95.85 | -1.61% | 当地时间周三，美股三大指数全线收跌，均创一个月来最大跌幅。截至收盘，道指跌1.91%，纳指跌1.41%，标普500指数跌1.61%。 大型科技股普跌，特斯拉、苹果跌超2%，微软、亚马逊、英伟达跌超1%，谷歌逆势涨近3%。 热门中概股多数收跌，纳斯达克中国金龙指数跌0.72%。小鹏汽车涨超13%，世纪互联涨超4%，理想汽车涨超3%，爱奇艺跌超8%，百度跌超4%。 30年期国债的收益率回升至5.09% ...

Group 1: Company Performance - Amer Sports reported Q1 2025 revenue of $1.473 billion, a 23% year-over-year increase [1] - Revenue from Greater China reached $446 million, up 43%, while the Asia-Pacific region saw a 49% increase to $157 million [1] - Operating profit surged 97% to $214 million, with adjusted operating profit growing 79% to $232 million [1] Group 2: Industry Trends - The launch of "Laughing New Life" program aims to provide a platform for emerging comedians, enhancing cultural confidence and local content [2] - Airbnb's summer product launch reflects a shift towards personalized travel experiences, integrating accommodation with dining and cultural activities [3] - The introduction of Project Aura AR glasses signifies a pivotal moment for the AR industry, marking the entry into the "Android era" [4][5]

当天，美国财政部举行的200亿美元20年期国债拍卖结果不尽人意，需求疲弱，导致拍卖收益率远高于预期，触 发债券价格下跌、收益率飙升。市场随即做出剧烈反应，10年期美债收益率升至4.61%，逼近年内高点，而30年 期收益率更是一度站上5.02%，为去年11月以来首次。债券收益率的快速走高，使得股市估值面临压缩风险，叠 加美国债务问题再度成为舆论焦点，投资者避险情绪升温，抛售压力加剧。 智通财经APP获悉，周三，美国股市遭遇重挫，三大指数创下一个月来最差单日表现，市场情绪遭遇来自债市的 沉重打击。由于投资者对美国财政可持续性的担忧升温，长期美债遭遇猛烈抛售，30年期国债收益率重新升破 5%，加剧了对未来融资成本上行的担忧，引发市场连锁反应。 Zacks Investment Management投资组合经理Brian Mulberry指出，当前市场的核心疑问在于：美国还能实现多少经 济增长？政府的收入来源能否支撑其庞大的发债规模？他强调，这场债市震荡并非美国独有，日本和欧洲债券收 益率也同步走高，显示全球市场正面临共同的通胀与利率再定价压力。 当天，美股承压的另一个诱因是零售业绩不佳。塔吉特(TGT.US)公布的 ...

Core Viewpoint - Google is integrating advertisements into its new AI Mode for online search to counter the competition posed by ChatGPT, which has been attracting search queries away from Google [1][3]. Group 1: Advertising Integration - The integration of advertising into generative AI chatbots has been a significant concern, as these chatbots have generally avoided disrupting user experience with ads [2]. - Advertising constitutes over two-thirds of Google's revenue, making it essential for the company's financial health [2]. - Google is testing ad integration within AI Mode responses, building on insights from AI-generated summaries known as "Overviews" [4]. Group 2: AI Mode Features - Google's AI Mode aims to provide a more conversational interaction during search queries, offering answers in various formats such as video, audio, or graphs [3]. - AI Overviews, which display comprehensive AI-generated responses above traditional links and ads, have reached over 1.5 billion users globally since their introduction [5]. Group 3: Competitive Landscape - Google's push into generative AI intensifies competition with OpenAI's ChatGPT, which has also integrated search functionalities into its chatbot [7]. - Google is making AI tools available to advertisers to enhance online marketing content creation, similar to initiatives by Meta, its primary rival in online advertising [7][8].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Viewpoint - Alphabet Inc shares have crossed above their 200-day moving average, indicating a positive trading momentum with a current increase of approximately 4.6% on the day [1]. Group 1: Stock Performance - On Wednesday, Alphabet shares traded as high as $171.73, surpassing the 200-day moving average of $170.86 [1]. - The 52-week low for GOOGL shares is $140.53, while the 52-week high is $207.05, with the last trade recorded at $172.52 [2]. Group 2: Technical Analysis - The performance of GOOGL shares is being compared against its 200-day moving average, which is a key indicator for traders [2].

谷歌 IO 大会点评 20250521 tokens 数量是传统 AI Overview 的两到三倍。此外，全美范围内全面推出增 强现实试穿功能，使消费者可以通过拍摄全身照片来虚拟试穿衣物。 谷歌在原生多模态方面有哪些进展？ 在原生多模态方面，谷歌展示了 native language understanding 功能，该 功能支持原生语音和音频输出，可以实现机器人交流时声音由大变小、悄悄话 以及无缝切换语言。此外，还演示了视频和图像生成产品 ImageFour 的进一 步更新。这些进展显示出谷歌在多模态技术上的持续创新。 谷歌 Lens APP 新增哪些功能？ 摘要 谷歌正积极应对 ChatGPT 等竞争对手的挑战，通过应用层面的创新， 如提升 AI 搜索器比例和推出升级版 AI 模式，显著增强了其 AI 搜索产品 的竞争力，月活跃用户已达 15 亿。 谷歌在原生多模态技术上取得显著进展，包括 native language understanding 功能和 ImageFour 的更新，展示了其在语音、音频、 视频和图像生成方面的持续创新能力。 Google Lens APP 新增了 Project Xt ...

微软 Build&谷歌 IO 大会：海外大厂 AI 进阶方向 20250521 摘要 谷歌推出 Gemini APP，旨在成为面向消费者的流量入口，对标 ChatGPT，包含实时视频交互、agent mode 和 personal context 等 功能，并逐步接入 Google 日历、Keep 笔记软件和地图等应用，构建 全面 C 端入口。 谷歌搜索分为四层：传统网页搜索、AI 概览、AI 模式以及基于 Gemini APP 的搜索。新的 AI 模式类似 ChatGPT 聊天框，已在美国上线，具有 商业化潜力，可能对传统搜索产生颠覆性影响。 微软 Build 大会展示了 DeepSeek 项目，允许用户启动多个任务并最小 化运行，新增 teach and repeat 功能，模型可记住并重复执行类似任 务，并强调对 MCP 的支持，提升开发者体验和多云环境下的工作效率。 微软 Build 大会 2025 的核心亮点是 agent-centric Web，即代理互联 网，通过构建 agent 互联网，促进整个生态系统的快速发展和繁荣，是 夯实基础设施的重要举措。 Q&A 谷歌在最近的大会上发布了哪些重要更新 ...

谷歌C涨幅扩大至4.8%，创3月来新高。 ...