此外，"大空头"Michael Burry发布重磅檄文《供给侧的暴食》，正式向AI泡沫宣战。他驳斥"盈利即安 全"的论调，直言"英伟达就是当年的思科"，警告市场正面临灾难性的过度供应与折旧陷阱。这位传奇 空头认定：无论多少人试图证明这次不一样，1999年的历史正在重演。 智通财经APP获悉，周二，谷歌A(GOOGL.US)盘前涨近4%，开盘势将续创历史新高，有望成为第四家 进入4万亿美元俱乐部的公司;英伟达(NVDA.US)盘前跌近5%，美国超微公司(AMD.US)盘前大跌近 7%。消息面上，据报道，谷歌正在大幅升级其在人工智能(AI)芯片竞赛中与英伟达的竞争，而 Meta(META.US)正成为一个潜在的数十亿美元客户。据报道，Meta正在讨论斥资数十亿美元，从2027 年开始将谷歌的TPU整合到其数据中心中，同时还计划最早在明年从谷歌云租用TPU。而Meta目前主要 依赖英伟达的GPU作为其人工智能基础设施。随着AI计算需求爆炸性增长，以及英伟达持续主导供应 链，谷歌推销其TPU的举措标志着AI芯片战争进入了竞争更激烈的阶段。 ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I've always had a bullish rating on Meta Platforms ( META ), even when it seemed like there was limited upside left for new buyers. The stock kept rising higher, hitting new ATHs, but thenDaniel Sereda is chief investment analyst at a family office whose investments ...

Core Insights - The article expresses a bullish outlook on Meta Platforms (META), highlighting its stock performance and recent all-time highs [1]. Group 1: Company Performance - Meta Platforms has consistently shown upward momentum, reaching new all-time highs despite previous concerns about limited upside for new investors [1]. Group 2: Analyst Perspective - Daniel Sereda, a chief investment analyst, emphasizes the importance of filtering vast amounts of information to identify critical investment ideas, particularly in relation to Meta Platforms [1].

格隆汇11月25日｜Wedbush重申其对科技板块的看好态度，认为尽管市场上"AI泡沫"的言论日益增多， 但市场仍处于多年投资周期的早期阶段。Wedbush分析师Dan Ives表示，大型科技公司的资本支出预计 将在2026年达到5500亿至6000亿美元，并预测来自政府、全球2000强组织以及亚洲/中东地区的大规模 支出将掀起人工智能相关支出的浪潮，美国巨头将从中受益。该行列出年底前值得持有的十大股票：微 软、Palantir、英伟达、AMD、特斯拉、苹果、Meta、Alphabet、Crowdstrike以及Palo Alto Networks。 ...

BREAKING: Futures Waver, Nvidia Skids On Google News Futures for the Dow Jones industrial average and other major indexes were little changed early Tuesday, as markets waited on key economic. Nvidia (NVDA) and Advanced Micro Devices (AMD) fell on a report that Meta Platforms (META) will use Google's AI chips. Google parent Alphabet (GOOGL) and AI chip partner Broadcom (AVGO) rose. Alibaba (BABA), Burlington Stores (BURL) and Best… Related news Alibaba Stock Jumps As AI Powers 34% Cloud Growth For China Tech ...

大公司： 百思买第三季度营业收入96.7亿美元，同比增长2.7% 百思买第三季度营业收入96.7亿美元，同比增长2.7%；调整后的稀释每股收益为1.40美元，上年同期为 1.26美元。百思买将2026财年调整后的稀释每股收益指引提高至6.25美元至6.35美元。（智通财经） 《疯狂动物城2》预售票房突破3亿 36氪获悉，据灯塔专业版，截至11月25日，影片《疯狂动物城2》预售票房突破3亿，成为中国影史首部 预售票房突破3亿的进口动画电影。 诺基亚宣布从巴黎交易所退市预计于2025年12月31日生效 诺基亚宣布从巴黎交易所退市预计于2025年12月31日生效。（智通财经） 速腾聚创：第三季度总营收约4.07亿元 36氪获悉，RoboSense速腾聚创公布2025年三季度业绩报告，总营收约4.07亿元。其中，激光雷达总销 量约18.56万台，同比增长34.0%；机器人及其他领域销量持续增长，第三季度单季3.55万台，同比增长 393.1%；机器人及其他激光雷达产品收入约1.42亿元，同比增长157.80%。与此同时，海外收入同比实 现了超100%的增长。速腾聚创预计，今年第四季度数字化激光雷达将迎来放量上升，并将 ...

AI Chip Market - Meta Platforms is reportedly in multi-billion-dollar discussions with Google to acquire its custom AI chips, known as Tensor Processing Units (TPUs), starting in 2027 [2] - Google may also rent TPUs to Meta from Google Cloud as early as next year, marking a strategic shift in competition with Nvidia [2] - Broadcom shares rose by as much as 4.6% due to its partnership with Google on TPU development [2] - Michael Burry has drawn parallels between Nvidia and Cisco during the dot-com era, suggesting a potential bubble in the AI market [3] Retail Sector Performance - Kohl's reported Q3 2025 net sales of $3.4 billion, exceeding estimates of $3.33 billion, with shares surging by as much as 25% [4] - Kohl's adjusted EPS was $0.07 against an estimated loss per share of $0.16, raising its full-year adjusted EPS outlook to $1.25 to $1.45 [4] - Best Buy's Q3 2025 revenue reached $9.67 billion, surpassing the estimated $9.58 billion, with adjusted EPS of $1.40 compared to an estimated $1.30 [5] - Best Buy experienced a 2.4% increase in U.S. comparable sales and a 2.7% rise in enterprise comparable sales [5] Economic Indicators - Deutsche Bank forecasts a 25 basis point Federal Reserve rate cut in December, followed by an extended pause in rate adjustments through 2025 [6] - The proportion of unemployed Americans with four-year college degrees has reached a record 25.3% of total unemployment, doubling since the 2008 financial crisis [7] Geopolitical and Energy Market Developments - The UK has expressed willingness to deploy military support for a ceasefire and lasting peace deal in Ukraine [10] - Russia's Black Sea Novorossiisk and CPC oil terminals have resumed loadings after drone attacks, indicating a swift recovery in operations [11] - Iranian crude held on tankers at sea has reached a two-and-a-half-year high, suggesting shifts in global crude demand and supply dynamics [11] Corporate and Policy Updates - Tesla's price target was cut by Mizuho to $475 from $485 [12] - Volkswagen plans to reduce electric vehicle development costs in China by up to 50% [12] - Deutsche Bank downgraded DuPont's price target to $46 from $90 [12] - The China Space Agency is developing new policies for commercial satellite launches, indicating a structured approach to its commercial space sector [12] - French prosecutors have initiated an investigation into eBay [12]

每经编辑｜许绍航 超7成受访对象表示支持 马来西亚通信部长法赫米·法齐勒23日表示，政府正在研究澳大利亚等国做法，希望明年开始实施相关限制措施，以保护青少年免受网络霸凌、诈骗等。 届时，根据马来西亚政府规定，社交媒体平台将禁止16岁以下人群开设账户。 据新华社，马来西亚政府计划对社交媒体用户设置年龄限制，将从明年起禁止16岁以下青少年使用社交媒体。 图：马来西亚吉隆坡，图源新华社 马来西亚通信部长法赫米·法齐勒在马来西亚《星报》网站上发布视频说，只要政府、监管部门和家庭"各尽其责"，就能确保马来西亚互联网环境快速、 安全。 16岁以下人群禁止开设账户 来源：益普索马来西亚教育监测机构（Ipsos Malaysia Education Monitor） 据益普索马来西亚教育监测机构（Ipsos Malaysia Education Monitor）发布的调查显示，超7成受访对象支持对儿童使用社交媒体设限，超5成受访对象支持 禁止儿童在学校使用智能手机。 澳大利亚等国已采取类似措施 科技巨头Meta于本月跟进 此外，今年5月，新西兰总理克里斯托弗·拉克森（Christopher Luxon）提议禁止16岁以下青少 ...

Nvidia shares dropped on Tuesday after a report indicated that Meta Platforms is in talks to adopt Google-designed chips for its data-center infrastructure. Nvidia's stock was down 3.58% in premarket ... ...

Core Insights - Google, under parent company Alphabet, is reportedly in discussions to sell its Tensor AI chips to Meta Platforms, marking a significant move in its competition with Nvidia [1] - The collaboration with Meta and others could expand Google's market presence in the AI chip sector, traditionally dominated by Nvidia and AMD [1] Company Developments - Google's Tensor AI chips have primarily been utilized within its own data centers, indicating a shift in strategy by potentially offering these chips to external companies [1] - The news has positively impacted Google's stock and its AI chip partner Broadcom, while negatively affecting Nvidia and AMD stocks [1] Market Reactions - Following the news, Broadcom's stock surged by 11%, reflecting investor optimism about the potential partnership and its implications for the AI chip market [1] - In contrast, Nvidia and AMD experienced declines in their stock prices, highlighting the competitive pressures arising from Google's strategic move [1]