A television broadcasts crypto market news at the Nasdaq MarketSite in New York, US, on Thursday, Nov. 20, 2025.AI-related equity valuations may be driven by fear of missing out, known as FOMO — but now's not the time to get cold feet, according to strategists. Global equities are at persistent highs, the European Central Bank said in its Financial Stability Review on Wednesday. At the same time, concentration among a small group of interconnected U.S. hyperscalers has also intensified, making the market vu ...

在如今的人工智能竞赛里，扎克伯格和他的Meta可能是最"激进"的玩家，没有之一。 在过去一年时间里，扎克伯格豪掷千金、四处摇人，试图组建世界上最强大的AI产品团队，动辄就为那些有过OpenAI、Anthropic等头部公司工作经 历的人才开出1亿美元的"跳槽奖金"。其中最大一笔开支用在了汪涛身上——为了让这位天才少年顺利地加入Meta，带队人工智能团队，扎克伯格豪 掷148亿美元直接收购了汪涛创办的Scale AI，直接整体打包带走。 如果谈得再务实一点，大语言模型虽然在文本推理与知识处理上取得突破，但在理解真实物理空间、进行连续动作规划以及与环境实时交互方面仍 然存在根本性缺陷。这类缺陷不仅让AGI的实现遥遥无期，更直接限制了人工智能技术向具身智能等更实际应用场景的拓展。 除此而外，扎克伯格SSI的首席执行官、前Y Combinator合伙人丹尼尔·格罗斯（Daniel Gross）旗下的风险投资基金NFDG，并顺势邀请NFDG的两位 合伙人——丹尼尔·格罗斯与前GitHub首席执行官、著名科技播客"Hacker Medley"的主理人纳特·弗里德曼（Nat Friedman）加入Meta，准备组建Meta ...

算力板块12月1日延续上周涨势，通信ETF（515880）上涨2.84%，创业板人工智能ETF（159388） 上涨2.45%。 投资人应当充分了解基金定期定额投资和零存整取等储蓄方式的区别。定期定额投资是引导投资人 进行长期投资、平均投资成本的一种简单易行的投资方式。但是定期定额投资并不能规避基金投资所固 有的风险，不能保证投资人获得收益，也不是替代储蓄的等效理财方式。 无论是股票ETF/LOF基金，都是属于较高预期风险和预期收益的证券投资基金品种，其预期收益及 预期风险水平高于混合型基金、债券型基金和货币市场基金。 基金资产投资于科创板和创业板股票，会面临因投资标的、市场制度以及交易规则等差异带来的特 有风险，提请投资者注意。 板块/基金短期涨跌幅列示仅作为文章分析观点之辅助材料，仅供参考，不构成对基金业绩的保 证。 文中提及个股短期业绩仅供参考，不构成股票推荐，也不构成对基金业绩的预测和保证。 需求方面， AI基础设施资本开支仍是强劲的推动力。据彭博一致预期， 美国四大云厂商（谷歌、 微软、 Meta、亚马逊2025年资本开支预计为3670亿美元（同比增长59%），而2026年资本开支增速将 同比增长3 ...

As We Give Thanks, AI and Mag 7 Take Cash to the Bank December 1, 2025 at 5:52 pm Market volatility resurfaced last month as speculation intensified over whether an AI bubble may be forming—and potentially bursting. Yet despite the jitters, equity markets remain solidly positive for the year (S&P 500 +16.5%, NASDAQ +21.0%, Dow +12.2%) – see S&P 500 chart below. A significant portion of the gains have been powered in large part by ongoing strength in the Magnificent 7. Standouts such as NVIDIA (+31.8%) and ...

大家早上壕！ 先看海外要闻： 美股齐跌，道指收跌0.9%、纳指收跌0.38%、标普500收跌0.53%；谷歌A收跌1.65%，Meta跌1.09%，微软跌1.07%，特斯拉则收涨0.01%，亚马逊 涨0.32%，苹果涨1.52%，英伟达涨1.65%。 纳斯达克金龙中国指数收涨0.96%，网易收涨4.9%，阿里巴巴涨4.4%，小马智行、新东方、文远知行、百度、拼多多至多涨3.4%，小鹏则跌 2.2%，理想跌2.5%，小米集团ADR跌3%，蔚来跌5.7%。 英伟达宣布，向EDA巨头新思科技Synopsys投资20亿美元入股。 大摩大幅上调谷歌TPU产量预测：2027年达500万块，每50万块"外销"或增收130亿美元。 苹果宣布AI主管将离职，接班人曾在谷歌DeepMind和微软工作；苹果正加速推进其首款可折叠iPhone的研发，预计将于2026年秋季正式发布。 谷歌将Gemini 3人工智能模式引入谷歌搜索，覆盖近120个国家和地区。 伦钴收盘涨穿5万美元整数位心理关口，出口禁令到期后刚果（金）仍未恢复出口；国际铜夜盘收涨0.73%。 1、DeepSeek概念 | 12月1日，DeepSeek宣布推出DeepS ...

数据显示，当地时间12月1日，美股三大股指全线收跌。美国科技七巨头指数涨0.15%，英伟达涨超1%，谷歌跌逾1%；中概股多数上涨，网易涨约5%， 阿里巴巴涨超4%。 据美联储官网，当地时间12月1日晚8点（北京时间12月2日早上9点），美联储主席鲍威尔将在斯坦福大学下属公共政策研究机构举办的讲座上发表演讲， 讲座将围绕乔治·舒尔茨及其经济政策贡献展开。 国际贵金属期货收涨 消息面上，英伟达与新思科技宣布达成战略合作，英伟达将斥资20亿美元入股新思科技。截至收盘，新思科技涨近5%。 中概股多数上涨，纳斯达克中国金龙指数涨0.87%。个股方面，霸王茶姬涨超6%，亚朵涨超5%，网易涨5%，阿里巴巴涨超4%，微博、小马智行涨超 3%；蔚来跌超5%，爱奇艺、金山云跌超4%，贝壳跌逾3%。 德邦证券认为，美股AI板块整体情绪或阶段性放缓，美股整体缺乏明确方向，或维持高位震荡。结构性方面，美联储的降息动作或决定了美股行业景气 度是否发生切换。 空客股价盘中一度跌超10% 据央视新闻报道，法国空中客车公司股价在巴黎股市12月1日盘中交易时一度下跌逾10%，随后跌幅收窄。此前，空客公司发布声明说，相当数量A320系 列客机因飞 ...

After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC's Jim Cramer said."The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets," he said. "Just keep in mind that things change very fast in the AI space, so what was true last month might not necessarily stay true this month or ...

Each trading day, Benzinga Pro features hundreds of headlines and press releases for traders to peruse the latest market news and individual stocks.Below is a look at our most-searched tickers for November, along with how interest compares to recent months.Current prices and year-to-date performance are based on Dec. 1 market prices and do not include dividends.1. SPDR S&P 500 ETF Trust (NYSE:SPY)2. NVIDIA Corporation (NASDAQ:NVDA)Current Price: $179.7652-Week Range: $86.63 to $212.19Year-to-Date Return: +3 ...

Instagram has installed a new privacy setting which will default all new and existing underage accounts to an automatic private mode.Instagram will require U.S.-based employees to work five days a week in an office, Meta confirmed on Monday.The new return-to-office policy will take effect on Feb. 2 and is intended to foster a more creative and collaborative working environment, according to a report by the Sources newsletter that cited an employee memo by Instagram chief Adam Mosseri.The report also noted t ...

Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed- ...