【原油】纽约商品交易所10月交货的轻质原油期货价格下跌47美分，收于每桶64.05美元，跌幅为 0.73%；11月交货的伦敦布伦特原油期货价格下跌52美分，收于每桶67.95美元，跌幅为0.76%。 智通财经APP获悉，周三，三大指数多数收跌。美联储宣布降息25个基点，这一举措得到了大多数特朗 普任命的美联储官员的支持，只有新任理事米兰反对，希望降息50个基点。在新闻发布会上，美联储主 席鲍威尔表示，今日的降息举措是一项风险管理决策，并补充说他认为没有必要快速调整利率。 【美股】截至收盘，道指涨260.42点，涨幅为0.57%，报46018.32点；纳指跌72.63点，跌幅为0.33%，报 22261.33点；标普500指数跌6.41点，跌幅为0.10%，报6600.35点。部分芯片股走低，博通(AVGO.US)跌 3.8%，英伟达(NVDA.US)跌2.6%、英特尔(INTC.US)跌1.4%。 纳斯达克中国金龙指数收涨2.85%，百度 (BIDU.US)收涨超11%，阿里巴巴(BABA.US)涨超2%。 【欧股】德国DAX30指数涨38.76点，涨幅0.17%，报23363.23点；英国富时100指数涨1 ...

来源：滚动播报 周三美股三大指数涨跌不一，纳指跌0.33%，标普500指数跌0.19%，道指涨0.48%。大型科技股多数下 跌，特斯拉涨超1%，苹果、微软微涨，谷歌、Meta小幅下跌，亚马逊、甲骨文、英特尔跌超1%，英伟 达跌超2%。 ...

编者按： 一阵消费风向的转变，能让昔日的"硬通货"跌落神坛。曾经的"公务宴请标配"、价格稳居高位的飞天茅台，批发价也跌到历史新低。 在经济趋势研究专家时寒冰看来，稀缺性并不是永恒的，而是受时间、供需与替代品影响。投资意义上的稀缺，指在某一阶段需求持续而供给跟不上、且 缺少可替代品。它可以来自地域，比如贵州茅台的独特产地；来自技术，如微软操作系统、英伟达的AI芯片优势；也可以是不可再生资源，如铟和可 可。 所以说，无论是做投资还是做实业，在消费降级的巨大威力面前，都必须顺势而为，及时进行调整，调整越早、越快，就越主动，反应越慢、越迟钝，就 越被动。 *文章摘自《全球视野下的投资机会》一书，作者为时寒冰。 如何定义稀缺性？ 物以稀为贵——以稀缺性为目标，是获取高盈利的捷径——但必须考虑时间因素，时间是成就、强化稀缺性的帮手，同时也是摧毁、击败稀缺性的利器。 据智通财经的报道，酒类行情监测平台"今日酒价"数据显示，2025年53度500ml飞天茅台散瓶批发参考价报1770元，再创上市以来的新低；与 平台上线时的2220元、2255元相比，两者累计跌幅均已超过20%。图源：新华社 经济学上给稀缺性下的定义是这样的：稀 ...

The S&P 500 Index ($SPX) (SPY) today is up -0.17%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.77%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.80%.  In a move that was largely anticipated by Wall Street, the Federal Reserve approved a quarter-percentage-point rate cut on Wednesday. The Fed indicated that two additional rate cuts would be implemented before the year's end, as concerns over the U.S. labor market grew. Join 200K+ Subscribers: Find out why the midday Barchart Brief newslette ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Dow Jones Industrial Average rose 461.88, up 3.10 points (+0.67%), while the S&P 500 edged down 0.1%, and the Nasdaq Composite slipped 0.5% by midday. The market is pricing in a nearly 96% chance of a 25 basis point cut when the Fed announces its decision at 2:00 p.m. ET. Analysts are watching the updated dot plot closely, which will reveal whether policymakers foresee additional cuts before year-end. With inflation still above target and labor market indicators showing signs of slowdown, investors are tryi ...

The U.S. House of Representatives plans to begin using Microsoft (NASDAQ:MSFT) Copilot in an effort to integrate artificial intelligence into its daily operations, according to Axios. House members and staffers will have the ability to utilize Copilot, an AI-powered chatbot, to enhance ...

Core Viewpoint - Amazon is strengthening its position in the AI market through a significant investment of $8 billion in Anthropic, a generative AI startup, which could enhance its Amazon Web Services (AWS) business and shift market perceptions from AWS being an AI laggard to a leader [1][2] Investment and Partnership - Amazon's investment in Anthropic mirrors Microsoft's $14 billion investment in OpenAI, indicating a strategic move to capture the growing AI market [1] - The partnership is expected to provide a high-margin revenue stream for AWS, which accounted for approximately 17% of Amazon's total revenue last year but contributed over half of its operating profit [1] Market Impact - The collaboration with Anthropic is anticipated to significantly impact AWS's growth, with projections indicating that Anthropic could contribute over 5 percentage points to AWS growth by the second half of 2025 [1] - Analysts suggest that Anthropic's AI capabilities will drive incremental revenue growth for AWS, enhancing its competitive position in the cloud market [2] Technological Advancements - Project Rainier, a custom-built supercomputer for Anthropic's workloads, is expected to alleviate capacity constraints and improve AWS's efficiency by utilizing Amazon's Trainium 2 chips, which offer more than five times the computing power of previous models [1] - This initiative aims to reduce reliance on Nvidia's GPUs, potentially leading to cost savings that can be passed on to customers, reinforcing AWS's competitive advantage in pricing [1] Competitive Landscape - The cloud market is becoming increasingly competitive, with major providers offering similar AI services, leading to a focus on price competition rather than unique capabilities [2] - Despite this, Amazon's historical strength in price competition positions it well to capitalize on the ongoing AI boom [2] Future Outlook - Analysts predict that as long as Anthropic continues to drive high-margin growth for AWS, Amazon's stock is likely to perform positively in the coming year [2] - Amazon's stock has gained nearly 7% year-to-date, indicating a potential recovery compared to its peers, with Microsoft and Alphabet showing higher gains [2]

Microsoft will pay $6.2 billion to rent AI computing power in Norway https://t.co/a4WBDVZL0L ...

Group 1: Investment Overview - President Trump visited the UK for the second time in two months, bringing $40 billion in investments from major US tech companies including Microsoft, Nvidia, and OpenAI [1][4] - Microsoft announced a commitment to invest over $30 billion in the UK over the next four years, marking its largest investment pledge in the country to date [4] - Google plans to invest £5 billion (approximately $6.8 billion) in AI research in the UK, while Salesforce aims to add $2 billion to its UK operations by 2030 [4] Group 2: AI Development Initiatives - Nvidia announced a collaboration with UK cloud company Nscale and US cloud company CoreWeave to invest £11 billion (approximately $15 billion) in the UK [5] - Nvidia plans to deploy 120,000 Blackwell GPU chips in the UK as part of the "Stargate UK" project, which aims to position the UK as a leader in AI development [6] - The UK government anticipates that these investments will create 5,000 new jobs in the AI sector [6] Group 3: Economic and Regulatory Context - The UK government is seeking to attract further investments by adopting a light regulatory approach in sectors like AI, contrasting with other European countries that emphasize local tech development [7] - The US is the largest single-country trading partner for the UK, with significant investments from major tech companies [8] - Experts suggest that the UK needs to reform planning rules and enhance digital infrastructure to support technology-driven growth [8]