Market Sentiment - The CNN Money Fear and Greed index showed some easing in the overall fear level, currently at 13.9, remaining in the "Extreme Fear" zone compared to a prior reading of 12.1 [6][7] - Traders now assign an 80.9% chance to a 25-basis-point cut at the Dec. 10 Federal Reserve meeting, up from 71% on Friday and just 25% one week ago [2] Stock Performance - U.S. stocks settled higher, with the Nasdaq Composite surging around 600 points during the session, driven by dovish signals from New York Fed officials [1] - Within the Magnificent Seven, Alphabet Inc. gained 6.3%, pushing its market capitalization above Microsoft Corp., making it the world's third-largest publicly traded company [2] - Tesla Inc. soared almost 7% after CEO Elon Musk announced plans to design and deploy "several million AI chips" across its vehicle fleet and data centers [3] Sector Performance - Most sectors on the S&P 500 closed positively, with communication services, information technology, and consumer discretionary stocks recording the biggest gains, while consumer staples and energy stocks closed lower [4] - The Dow Jones closed higher by around 203 points to 46,448.27, the S&P 500 gained 1.55% to 6,705.12, and the Nasdaq Composite gained 2.69% to 22,872.01 during Friday's session [4] Upcoming Earnings - Investors are awaiting earnings results from HP Inc., J M Smucker Co., and Alibaba Group Holding Ltd. today [5]

编辑 | 夏木 美股齐涨 美股延续上周五涨势走高。市场预期美联储12月下调联邦基金利率的概率上升，投资者暂时搁置了对科技股估值过高的担忧。截 至收盘，道指涨202.86点，涨幅0.44%，报46448.27点，纳指涨2.69%，报22872.01点，标普500指数涨1.55%，报6705.12点。 博通上涨11%，为标普500指数和纳斯达克综合指数成分股中最大涨幅。汇丰银行将该股目标价从400美元上调至535美元，并维持 "买入"评级。诺和诺德跌 5.6%。该公司称，其采用司美格鲁肽开展的阿尔茨海默病临床试验，未能达到延缓疾病进展的效果。 纳斯达克中国金龙指数涨2.8%，百度涨7.4%，摩根大通发布研究报告，将百度投资评级从"中性"上调至"增持"。该行认为市场聚 焦百度云端与AI业务，其将成主要增长引擎和价值驱动因素。预计百度云收入增速2026年将加快至约61%。阿里巴巴涨5.1%，网 易涨4.2%，京东涨0.4%，拼多多涨0.2%。 市场概述 经济数据方面，达拉斯联储11月制造业指数从10 月的-5.0跌至-10.4，表明工厂活动收缩幅度扩大。 近期为期六周的政府停摆结束后，一系列延迟发布的经济数据暗示劳动 ...

Group 1 - The U.S. government, under President Trump, has launched a new national initiative called the "Genesis Project" aimed at transforming scientific research through artificial intelligence [2][3] - The Department of Energy is tasked with creating an AI experimental platform that integrates supercomputers and unique data assets to support scientific modeling and robotics [2] - Major U.S. tech stocks saw a collective rise, with the Tech Giants Index increasing by 2.75% to 204.65 points [2] Group 2 - The initiative is considered as strategically important as the Manhattan Project and the space race, with collaboration between the government, academia, and private sector innovators [3] - The Trump administration plans to challenge state-level AI regulations deemed unconstitutional and threaten funding cuts to states with overly restrictive AI laws [3] - The Department of Energy is prioritizing oil and nuclear resources to meet the surging energy demands associated with AI, moving away from previous commitments to renewable energy [3] Group 3 - There are discussions about approving the export of NVIDIA's H200 AI chips to China [4] - Amazon announced a significant investment of up to $50 billion to expand AI and supercomputing capabilities for its AWS government clients, with plans to break ground by 2026 [4] - Jeff Bezos noted that the current AI sector is experiencing a typical "industrial bubble" phase, but it is expected to leave lasting technological benefits for society [4]

科技资讯、软件工具、技术教程，尽在蓝点网。蓝点网，给你感兴趣的内容 #系统资讯 超级无敌大翻车！微软承认从 2025 年 7 月更新开始 Windows 11 核心功能几乎都存在问题，问题根源是 XAML 组件和程序包更新。具体来说用户可能会碰到资源管理器 进程崩溃、shellhost 崩溃、开始菜单问题、设置问题、出失败 XAML 视图时应用程序崩溃、资源管理器启动但任务栏没有图标等等，只要用户在 2025 年 7 月或之后安装过更新就 可能受影响。查看全文：https://ourl.co/111203 据微软发布的支持文档 KB5072911 (仅为支持文档而非累积更新)，微软承认 Windows 11 24H2 版从安装 2025 年 7 月更新 KB5062553 后就会出现 多种症状，也就是只要用户从 2025 年 7 月 8 日更新过系统那就可能遇到这类问题。 从文档说明来看 Windows 11 核心功能几乎都有问题，尽管文档是针对 Windows 11 24H2 版的，但 Windows 11 25H2 与 24H2 共享相同的核心，因 此无论是 24H2/25H2 版都可能遇到这些问题。 以 ...

Group 1 - Fubo Group (03738) increased by over 9% after launching AI music detection services on November 21 [1] - Hard Egg Innovation (00400) rose nearly 8% as it reported a revenue of approximately RMB 3.332 billion for Q3 2025, a year-on-year increase of about 22.1% [1] - ZTO Express (02057) saw a rise of over 4% following a report indicating a Q3 revenue and adjusted net profit growth of 11% and 7% year-on-year, respectively [1] - Qiniu Intelligent (02567) increased by 5% due to its core advantage in integrated MPaaS technology, supporting one-stop audio and video solutions [1] Group 2 - HAPO Pharmaceuticals-B (02142) rose nearly 5% after announcing an expanded collaboration with AstraZeneca for new generation biotherapies [2] - Junshi Biosciences (01877) increased by over 5% after achieving primary research endpoints in a clinical study for its drug JS001sc [2] - Dazhong Public Utilities (01635) rose over 8% following the announcement of the successful IPO of Moer Thread, marking a record high issuance price in the A-share market [2] Group 3 - Airline stocks faced declines, with China Eastern Airlines (00670) dropping nearly 6% and China Southern Airlines (01055) down nearly 3% due to a significant increase in flight cancellations to Japan [3] Group 4 - Alibaba-W (09988) increased by over 3% after its app surpassed 10 million downloads within a week of public testing [4] - Xiaomi Group-W (01810) rose over 5% as its founder invested over HKD 100 million to increase his stake to 23.26%, reflecting confidence in the company's growth potential [4] Group 5 - U.S. storage stocks saw collective gains, with SanDisk (SNDK.US) up 13.33% and Western Digital (WDC.US) up 8.43%, following a bullish outlook from Bank of America [5] - Qudian (QD.US) rose 10.3% after reporting a Q3 diluted earnings per ADS of RMB 2.47, exceeding last year's figure [5] - WeRide (WRD.US) surged 14.72% with a 144% year-on-year revenue growth to RMB 171 million for Q3, attributed to fleet expansion [5] Group 6 - Lotus (LOT.US) fell 1.57% after reporting a narrower loss of USD 0.10 per share for Q3, with sales declining to USD 137 million [6] - Chinese concept stocks mostly rose, with HSAI (HSAI.US) up 18.08% and Alibaba (BABA.US) up 5.1%, driven by significant partnerships in the ADAS sector [6] Group 7 - Major tech stocks in the U.S. saw gains, with Google A (GOOGL.US) up 6.31% and Tesla (TSLA.US) up 6.82%, following advancements in AI technology [7]

Group 1: Technology Developments - Microsoft launched FARA-7B, a small language model designed for computer use, featuring 7 billion parameters and advanced performance compared to larger models [2] - Anthropic released Claude Opus 4.5, which excels in coding and intelligent agent tasks, indicating a significant shift in future work methods [4] - OpenAI introduced a shopping search feature in ChatGPT, allowing users to find suitable products through personalized buyer guides [5] Group 2: Company Responses and Financial Updates - Industrial Fulian's stock fell by 7.80% amid rumors of a performance downgrade, but the company clarified that its fourth-quarter operations are proceeding as planned and no adjustments have been made to profit targets [7] - Lei Jun, founder of Xiaomi, purchased 2.6 million shares at an average price of approximately 38.58 HKD per share, totaling over 100 million HKD, increasing his stake to about 23.26% [9] - Wanxing Technology announced that several products have integrated with Google's new image generation and editing model, Nano Banana Pro [12] Group 3: Market and Investment Activities - The online issuance of "domestic GPU first stock" Moer Thread had an effective subscription rate of 0.03635054% after the call-back mechanism was activated, with an issue price of 114.28 CNY per share [20] - Hanqi Technology completed a multi-million B round financing aimed at establishing a research and production base in East China, focusing on semiconductor packaging automation [21] Group 4: Financial Performance - Wenyuan Zhixing reported a 144.3% year-on-year revenue increase to 171 million CNY in Q3 2025, with Robotaxi business revenue soaring by 761% to 35.3 million CNY [22]

21世纪经济报道新质生产力研究院综合报道 微软推出FARA-7B小语言模型 美国当地时间11月24日，微软宣布推出FARA-7B，首款专为计算机使用而设计的智能体小型语言模 型。据称，与生成基于文本响应的传统聊天模型不同，像Fara-7B这样的计算机使用智能体（CUA）模 型会利用鼠标和键盘等计算机接口，代表用户完成任务。Fara-7B仅70亿参数，却在同规模级别中实现 了先进的性能，且能与那些依赖于提示多个大型模型、规模更大且资源消耗更多的智能体系统相抗衡。 Fara-7B的小巧体型使其能够直接在设备上运行CUA模型。Fara-7B是一个实验性版本，旨在邀请社区进 行实际探索并提供反馈。 Anthropic发布新模型Claude Opus 4.5 Anthropic正式发布最新的模型Claude Opus 4.5。据称，这是目前全球在编码、智能代理（agent）和计算 机应用方面表现最佳的模型。它在深度研究、处理幻灯片和电子表格等日常任务方面也显著优于其他模 型。Opus 4.5预示着未来工作方式的重大变革。微软也宣布在Microsoft Foundry、GitHub Copilot付费计 划及Micros ...

That's the warning from Wall Street and investors, if the recent pace of mega With tech firms expected to turn to debt for as much as $1.5 trillion by 2028 to fund expansion in artificial intelligence and data centres, that could widen spreads across the whole market, Morgan Stanley argues. Bond buyers are starting to worry about being compensated for the risks of a bubble in the sector, given recent turmoil in tech stocks. "Our biggest concern is that a flood of data centre financing could cause supply i ...

跨国企业三季度财报季接近尾声，欧美日等发达经济体主要企业业绩喜忧参半。分析人士认为，当 前欧美市场对人工智能（AI）泡沫担忧有所上升，关税壁垒压缩企业盈利空间，美国消费低迷叠加大 规模裁员，为世界经济增长带来更多风险挑战。 人工智能泡沫引担忧 今年以来，人工智能基础设施投资激增，美国科技股上涨行情创下纪录。第三季度，相关企业业绩 表现稳健，甚至宣布加码投资，然而市场对人工智能的投资热情有所降温。 美国芯片制造商英伟达19日公布的三季度营收、利润均超预期，对四季度业绩预测也高于预期。英 伟达处理器对于建设人工智能基础设施至关重要，其业绩表现被视为此轮投资热潮的"风向标"。一些分 析师却认为，其最新财报不足以完全消除市场不断加深的对人工智能泡沫的担忧。 得益于人工智能服务需求上升，亚马逊、"字母表"公司、微软和元宇宙平台公司三季度业绩高于预 期，均上调资本支出预期，加码人工智能基础设施投资。四家公司预计今年资本支出总计超3800亿美 元，但各自股价对巨额投资反应不一。 分析人士指出，大型科技公司在人工智能方面进行巨额投资，相关收益充满不确定性。市场研究机 构电子商务市场研究公司分析师雅各布·伯恩认为，企业可能难以 ...

美联储官员接连释放鸽派信号，扭转了市场对12月政策的预期，降息概率飙升至80%。 投资者对上周的经济担忧和估值忧虑暂时抛诸脑后，逢低买盘推动美股迎来大反弹， 标普500收涨近1.6%，创六周最大涨幅；纳指收涨2.7%， 创5月来最 佳单日表现。 比特币盘中涨超4%，以太坊一度涨近9%；原油扭转三连跌、收涨超1%脱离一个月低位；黄金盘中转涨超1%，两连阳；美债收益率全面下跌。 据央视新闻，中美两国元首通电话，这一消息进一步提振了市场情绪。 风险资产包括股票、加密货币、原油和避险资产黄金、美债同步走高： 值得注意的是，美元指数并未出现走低趋势，窄幅震荡于100关口上方。 2026"股神版"见闻历！投资不容错过 美股科技股领衔"万物齐涨" 美股早盘，在强烈的降息预期推动下，美股三大股指强势高开，一扫上周的阴霾。 避险资产黄金和美债也同步走高，其中黄金涨超1.70%。 盘中，纳指涨超2%，半导体指数更是暴涨3.4%。恐慌指数VIX则应声大跌10%。 午盘，旧金山联储主席戴利（Daly）也明确表示支持12月降息，进一步巩固了市场的宽松预期。 最终，美股全线大涨：标普500涨1.55%，报6705.12点，道指收涨0.4 ...