机构认为，市场短期动量衰减后将进入中长期震荡整理。 ►►中共中央、国务院批复同意《现代化首都都市圈空间协同规划（2023－2035年）》。其中提出，着力优化京津冀城市体系。构建"一核两翼、双城多 点、双廊多圈"的首都都市圈空间格局。要充分发挥北京"一核"的辐射带动作用，加强"四个中心"功能建设，提升"四个服务"水平，营造一流的中央政务环 境。高标准高质量建设河北雄安新区，把北京城市副中心建设成为首都发展新的增长极，推动"两翼"比翼齐飞。高质量谱写京津"双城记"，天津加强北方国 际航运核心区建设，共同打造区域发展高地。发挥河北节点城市支撑作用，形成优势互促、联动发展的功能格局。 ►►市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南(2025年版)》，重点围绕低空航空器、低空基础设施、 低空空中交通管理、安全监管和应用场景五大核心领域，建立技术标准与管理规范融合、国内标准与国际规则融合、强制性标准与推荐性标准融合、基础标 准与场景标准融合的"四维融合"标准供给体系。到2027年，低空经济标准体系基本建立，基本满足低空经济安全健康发展需求。到2030年，低空经济领域标 准超过30 ...

| 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49407.66 | 23592.11 | 6976.44 | | +515.19 +1.05% +130.29 +0.56% +37.41 +0.54% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 66336.35 | 4312.64 | 7681.87 | | +73.30 +0.11% | -19.34 -0.45% | -50.41 -0.65% | 大型科技股涨跌互现，个股方面，苹果涨超4%，谷歌、亚马逊涨超1%，英伟达跌近3%，特 斯拉跌近2%，微软、META跌超1%。据《科创板日报》，苹果正在探索推出一款后续机型， 尺寸更小，采用方形翻盖式折叠设计。 芯片股多数上涨，费城半导体指数涨1.7%，美光科技涨超5%，英特尔涨近5%，德州仪器涨超 4%。 存储板块走强，闪迪涨超15%，西部数据涨近8%，希捷科技涨超6%。消息面上，闪迪业绩大 超预期。此外，据证券时报，两大NAND闪存原厂SK海力士和闪迪在2025年第四季度财报中 提供的数据显示，NAND的ASP（平均单价）上涨了 ...

昨夜今晨，随着贵金属和加密货币市场的抛售风暴缓和，美股市场整体表现平稳。好于预期的PMI数据也助推三大指数低开后走高，并悉数收涨。 截至收盘，标普500指数涨0.54%，报6976.44点；纳斯达克综合指数涨0.56%，报23592.11点；道琼斯工业平均指数涨1.05%，报49407.66点。 周一收盘后，标普500指数又回到挑战新高的位置上。该指数距离历史收盘新高（6978.60点）只差2.16点，距离盘中新高（7002.28点）也只差20余点。 截至收盘，确认仍未敲定OpenAI投资的英伟达跌2.89%、谷歌-A涨1.68%、苹果涨4.06%、微软跌1.61%、亚马逊涨1.53%、Meta跌1.41%、台积电涨3.27%、 特斯拉跌2%、博通跌0.06%、伯克希尔哈撒韦-A涨0.96%、沃尔玛涨4.13%。 "存储四巨头"依然表现亮眼，闪迪周一收涨15.44%、美光科技涨5.52%、希捷科技涨6.2%、西部数据涨7.99%。 瑞穗证券的科技行业专家Jordan Klein表示，从贵金属和加密货币中撤出的"热钱"正在寻找新的叙事点，而内存股在强劲的基本面支撑下持续创出新高，可 能会吸引这些资金流入。 富时 ...

周一美股三大指数收涨，道指涨1.05%，纳指涨0.56%，标普500指数涨0.54%。大型科技股涨跌不一， 美光涨超5%，英特尔、苹果、AMD涨超4%，谷歌、亚马逊涨超1%。英伟达、甲骨文跌超2%，Meta、 微软、特斯拉跌超1%，奈飞、博通小幅收跌。 来源：滚动播报 ...

Magnificent Seven stocks are supposed to be the market's premier performers, particularly in the realm of technology and innovation. ...

Well, we've gotten in four of the mag seven companies. This week, we'll hear from Amazon and Alphabet Google. So, what can we expect? Let's talk to our panel. Kim Forest, founder and chief investment officer of Bokeh Capital Partners, and Corey Johnson, chief market strategist at Apistrophe Capital Research. Thank you both for being with us. Corey, I'll start with you. When you think about the mag seven names, I mean, there were some that people loved like Microsoft. I I actually was with the trader last ni ...

Meta Platforms and Microsoft are both ramping up artificial intelligence (AI) spending, but the stocks are moving in opposite directions.If you think the stock market could fall in 2026, it might seem counterintuitive to load up on growth stocks. Investors tend to gravitate toward income and value stocks during times of uncertainty because these companies are priced more for their existing earnings than their potential earnings.But if you are a long-term investor who plans to hold stocks for three years, fi ...

Meta Platforms ( META ) is the gift that keeps on giving. The market offered investors a strong buying opportunity after the third quarter when it grew fearful of the company’s aggressive investments in data centers. The fourth quarter completely validated these investments, however, asJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growt ...

Meta Platforms ( META ) is the gift that keeps on giving. The market offered investors a strong buying opportunity after the third quarter when it grew fearful of the company’s aggressive investments in data centers. The fourth quarter completely validated these investments, however, asJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growt ...

Meta Platforms Inc. (NASDAQ:META) stock surged after the company said ad sales are picking up fast and profits will keep growing, giving Wall Street fresh confidence that its AI push is paying off. The big question now is whether that momentum can hold as Meta ramps up spending on data centers, chips, and new tech to fuel its next wave of growth.JP Morgan analysts maintained their Overweight rating on Meta with a December 2026 price forecast of $825, according to a research note released Sunday by lead anal ...