智通财经APP获悉，在周四举行的欧洲信贷市场展望会议上，与会专家表示，对于Meta Platforms Inc. (META.US)和 Alphabet Inc.(GOOGL.US)等科技巨头大规模发债可能导致信贷市场供应过剩的担忧为时 过早。 近期，科技公司纷纷在债券市场发债，部分原因是为了满足庞大的AI相关投资需求。这引发了市场担 忧，即债务规模的迅速膨胀最终可能导致市场大幅抛售。 摩根大通资产管理公司的Iain Stealey表示，这些发售确实造成了"一些冲击和暂时的消化不良"，他估计 投资级债券的利差因此扩大了约10个基点。但他告诉与会者，更广泛的担忧被夸大了。 "是的，发行量确实很大，但这些公司规模巨大，每年都能产生巨额收益，"该资产管理公司的国际固定 收益首席投资官Stealey说，"目前还未到需要我们过度担忧的地步。事实上，近期一些交易提供的折让 使其成为颇具吸引力的机会，特别是考虑到相关发行人的资质非常优良。" Stealey认为，未来的供应应该会更加均衡。他指出，Meta已经表示很可能在明年下半年之前不会再发 债。 此外，信贷策略分析师Mahesh Bhimalingam指出，大型科技公司债 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, the humanoid robot market could be valued at $250 trillion, driven by an ecosystem of AI innovators [2][3] - Major firms like PwC and McKinsey recognize the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, attracting significant interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, are positioning themselves around AI, highlighting its potential to improve various sectors such as healthcare and education [8]

(Bloomberg) — Concerns over massive debt issuance from tech giants such as Meta Platforms Inc. (META) and Alphabet Inc. (GOOG, GOOGL) creating oversupply in the credit market are premature, said panelists at the Bloomberg Intelligence European credit market outlook conference in London on Thursday. Tech firms have recently hit the bond market on both sides of the Atlantic, partly to help meet gargantuan AI-related investment needs, raising worries that this rapid swelling of the debt universe could end up ...

LumineImages / iStock Quick Read The Defiance Large Cap ex-Mag 7 ETF (XMAG) posted a 13.54% return year-to-date by excluding the Magnificent 7 stocks from the S&P 500. XMAG outperformed the calculated 7% return of the S&P 500 without the Magnificent 7 by roughly 650 basis points. The ETF tracks 493 large cap stocks with top holdings including Broadcom and Eli Lilly instead of Apple or Nvidia. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Ame ...

The investment manager's daily trading file, posted on social media site X, revealed a tranche of pre- Thankgiving trades. ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【阿里巴巴发布夸克 AI 眼镜，将内置千问助手】 11 月 27 日，首个搭载千问助手的智能硬件夸克 AI 眼镜正式发布。阿里巴巴集团副总裁吴嘉 表示，夸克 AI 眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。目前， 夸克 AI 眼镜搭载的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态 核心场景，初步具备了在物理世界辅助用户、帮用户办事的能力。 AI 企业无问芯穹宣布完成近 5 亿元 A+ 轮融资。由珠海科技集团、孚腾资本（元创未来基 金）领投，惠远资本、尚颀资本和弘晖基金跟投，老股东洪泰基金、达晨财智、尚势资本 & 海棠基金、联想创投、君联资本、申万宏源、徐汇科创投、元智未来持续追投。 【韩国政府与三星、现代等成立 AI 工作组】 在上个月英伟达宣布将向韩国供应 26 万个 GPU 之后，本周四，韩国政府与三星电子、现代 汽车集团以及其他企 ...

After assessing many YieldMax funds over the last year, I've been able to measure the performance, use cases, and payout sustainability through different market environments. With that said, I believe that these high-yield funds are best utilized asFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and othe ...

Key Points Investors are concerned by Meta's heavy spending. Yet, Meta's base advertising business is thriving. The stock hasn't been this cheap in a long time. 10 stocks we like better than Meta Platforms › After reporting third-quarter earnings, Meta Platforms (NASDAQ: META) stock has taken a tumble. It's now down around 25% from its all-time high, and it has many investors, including myself, wondering if now is the time to buy the stock on the dip. While there are concerns surrounding how muc ...

资讯日报：美联储"褐皮书"显示美国消费支出进一步下滑 股票市场概览 港股市场表现 美股市场表现 2025 年 11 月 27 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日涨跌 | 周涨跌 | 年初至今 消费 | | --- | --- | --- | --- | --- | | | | (%) | (%) | (%) | | 恒生指数 | 25.928 | 1 0.13 | 2.81 | 29.25 | | 恒生科技 | 5.618 | 1 0.11 | 4.13 | 25.74 | | 恒生国企 | 9.162 | 0.04 | 2.72 | 25.69 | | 上证指数 | 3.864 | (0.15) | 0.76 | 15.29 | | 目经225 | 49.559 | 9 1.85 | 1.92 | 24.23 | | 新加坡海峡 | 4.502 | 199 0.36 | 0.73 | 0.00 | | 标普500 | 6.813 | 3 0.69 | 3.17 | 15.83 | | 纳斯达克 | 23,215 | 3 0.82 | 4.23 | 20.22 | | 道琼斯 ...

Core Insights - Meta Platforms and Amazon are projected to surpass the combined market value of Nvidia and Palantir by the end of the decade, with Nvidia at $4.3 trillion and Palantir at $395 billion, totaling approximately $4.7 trillion [1][2]. Meta Platforms - Meta Platforms owns three of the four most popular social media networks, providing significant insights into consumer preferences, which enhances its advertising targeting capabilities [3]. - The company has developed custom AI chips and large language models, leading to increased user engagement and higher ad conversion rates [4]. - Meta is also working on a superintelligence system for augmented reality smart glasses, aiming to dominate the smart glasses market with a 73% share [5]. - Current trading at 28 times earnings, Meta's earnings are expected to grow at 16% annually, potentially increasing its market value to $4.8 trillion by late 2030 [6][8]. - Even if growth expectations are not fully met, the current price offers an attractive entry point for long-term investors [7]. Amazon - Amazon's investment thesis is based on its leadership in e-commerce and cloud computing, with a strong presence in retail advertising and AWS [9]. - The company is actively monetizing AI across its businesses, offering various cloud services and developing AI tools for retail efficiency [10][12]. - AWS has introduced custom AI accelerators that outperform current GPUs, with partnerships to enhance AI model development [11]. - Amazon's operating margin has improved, with potential for further enhancement through AI and robotics innovations [13]. - Trading at 33 times earnings, Amazon's earnings are forecasted to grow at 19.5% annually, potentially reaching a market value of $4.8 trillion by late 2030 [14][15].