11月2日，昨夜今晨， 美股市场经历"五连阳"后重回调整姿态，三大股指均收跌。日本央行的加息信号引发全球债市 震荡，投资氛围最浓厚的"币圈"跌幅最为显著。 截至收盘，标普500指数跌0.53%，报6812.63点；纳斯达克综合指数跌0.38%，报23275.92点；道琼斯工业平均指数跌 0.9%，报47289.33点。 虽然上周美股出现连涨，但11月依然终结了美国科技巨头自今年4月以来的连涨势头。12月头一天的开局低迷，说明投 资者尚未走出对科技龙头的估值忧虑。 雪上加霜的是，周一出现了"日债→加密货币→美股"的悲观情绪传导链条。 日本央行行长植田和男周一暗示可能会在本月加息后，对利率预期尤为敏感的日本两年期国债收益率跳升至1%上方， 这也是2008年以来首次。受此影响，美国10年期国债收益率周一跳升近8个基点至4.09%，创一个多月来最大涨幅，德 国10年期国债也上升6个基点。国债收益率上升，说明国债正在遭遇抛售。 国债市场不稳，风险资产难逃冲击，比特币日内从9万美元最低跌至8.38万美元，随后逐步拉升至8.6万美元。 汇丰首席多资产策略师马克斯·凯特纳解读称，今天美股的回调与加密资产的大幅下跌有关。加密货 ...

格隆汇12月2日｜据Politico，微软首席执行官纳德拉周一表示，随着欧洲大陆寻求加强数字独立，他的 公司日益将欧洲视为其人工智能战略的关键地区。微软正在欧洲投资的科技，但欧洲大陆需要接受人工 智能的采用和重新培训，才能成为全球科技竞争对手。纳德拉强调，数字主权对任何国家来说都是一个 关键的考虑因素。他说："我认为，无论是在欧盟层面，还是在国家层面，比如在德国，主权都是一个 重要的考虑因素。因此，每个国家都希望确保供应的连续性，确保供应的弹性。" ...

‘Security Disaster’—500 Million Microsoft Users Say No To Windows 11Microsoft’s “looming security disaster” is worse than feared. A staggering billion Windows users are at risk as the sheer scale of the task to avoid a cybersecurity cliff edge is made clear. Not a cheerful holiday season message for anyone. https://t.co/0oVK0aRP1d ...

Core Insights - The Magnificent Seven, comprising Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, reported third quarter earnings growth of 18.4%, the slowest since Q1 2023, but excluding Meta's $16 billion one-time charge, profits actually grew by 30% [2][3][4] Group 1: Earnings Performance - The third quarter earnings growth of the Magnificent Seven suggests that Wall Street may be underestimating the potential of these tech giants, with analysts indicating that future estimates could be too low [3][7] - Despite a predicted slowdown in growth, the Magnificent Seven has consistently exceeded expectations, largely driven by investments in artificial intelligence [4][5] Group 2: AI Investments - Major players like Microsoft, Amazon, Meta, and Alphabet are expected to continue significant investments in AI infrastructure, which is anticipated to support corporate profits [5][6] - Nvidia, as a dominant player in the AI chip market, is expected to benefit significantly from these investments, having recently surpassed sales and profit estimates [6][7] Group 3: Market Expectations - Analysts have raised their earnings growth expectations for the Magnificent Seven to an average of 21% over the next four quarters, up from 15% just a few months prior [9] - Concerns about overspending on AI and the potential for an AI bubble are present, with Wall Street demanding more proof of return on investment as companies spend around 25% of revenue on capital expenditures [8][7]

America is going all out in the global AI battle.It seems the artificial intelligence (AI) race has escalated once again following President Donald Trump's announcement that he has issued an executive order to launch Project Genesis. The administration compared its significance to the famous Manhattan Project, the World War 2 initiative to develop the atomic bomb.Project Genesis aims to develop an artificial intelligence platform utilizing supercomputers and data from various government agencies to accelera ...

ToplineNvidia on Monday announced a $2 billion investment into Synopsys as part of a broader partnership with the chip software maker, ranking among the largest deals surrounding AI this year, as Wall Street anticipates global spending to accelerate in the coming years. Several multibillion-dollar deals have been announced this year.Getty ImagesKey FactsGlobal annual AI spending is expected to swell to $375 billion by the end of the year before topping $3 trillion annually by 2030, according to projections ...

Key Takeaways MSFT gains 16.7% YTD, outpacing industry, as OpenAI partnership restructuring offers long-term visibility.Microsoft maintains 27% OpenAI ownership and secures $250 billion Azure services commitment through 2030.Premium valuation at 10.6x forward P/S and heavy capex spending suggest investors wait for entry points.Microsoft (MSFT) has delivered a 16.7% year-to-date gain, outpacing the Zacks Computer-Software industry and cementing its position as a leader in the AI revolution. The technology gi ...

We recently published 10 Best Strong Buy AI Stocks to Invest In.  Nebius Group N.V. (NASDAQ:NBIS) is one of the best consumer cyclical stocks. Nebius Group N.V. (NASDAQ:NBIS) is a key stock in the AI ecosystem. It operates in the capacity side of the equation, which includes GPU clusters and cloud platforms. The firm completed its secondary offering in September. With Nebius Group N.V. (NASDAQ:NBIS) closed at $94.87, Citizens Financial set a $175 price target for the firm on November 19th. The bank also ...

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