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This Artificial Intelligence (AI) ETF Has Outperformed the Market By 2.4X Since Inception and Only Holds Profitable Companies
The Motley Fool· 2025-09-16 01:00
For well under $100, you can buy one share of this under-the-radar AI exchange-traded fund (ETF) that looks poised to continue to outperform the market.For this article, I asked myself: Where would I start investing if I had less than $100 to invest? An AI ETF that's concentrated and full of leading and profitable companiesThis answer to my question popped into my head: I'd want a concentrated exchange-traded fund (ETF) focused on leading and profitable companies heavily involved in artificial intelligence ...
谷歌市值首次升破3万亿美元,但华尔街投行警告看涨情绪或被取代
Huan Qiu Wang· 2025-09-16 00:35
值得关注的是,谷歌股价创出历史新高,总市值首次升破3万亿美元。截至目前,美股总市值超3万亿美 元的上市公司扩大至4家,分别是英伟达、微软、苹果、谷歌。华尔街分析师指出,美联储将在本周召 开货币政策会议,市场几乎确信美联储将重启宽松周期,美联储降息前景与科技股强劲的盈利势头正推 动美股持续上涨,AI热潮提供了"顺风"。 【环球网财经综合报道】北京时间9月16日凌晨,美国三大股指收涨,道指微涨0.11%,标普500指数涨 0.47%,纳指涨0.94%。其中,标普500指数、纳指续创历史新高。万得美国科技七巨头指数涨1.53%, 中概股也多数上涨,小马智行涨近11%,理想汽车涨近7%。 但另一方面,华尔街投行则提示,在美联储本周降息后,创纪录的美国股市涨势有暂时后继乏力的风 险。摩根士丹利、摩根大通和奥本海默资产管理公司的策略师警告称,随着投资者转而关注潜在的经济 放缓,更为谨慎的基调可能会取代看涨的情绪。 ...
苹果首款无显示屏智能眼镜或12至16个月内推出;Stable Audio 2.5企业级音频生成AI模型发布丨AIGC日报
创业邦· 2025-09-16 00:08
1. 【黑石计划投资7亿美元在英国建数据中心】据天空新闻,美国投资公司黑石计划投资5亿英镑(约 合7亿美元)于英国数据中心基础设施,这是美国总统特朗普本周访英期间将宣布的一系列投资之一。 报道指出,黑石将透过与Digital Gravity Partners成立的新合资企业进行投资。据悉,OpenAI CEO 奥特曼及英伟达 CEO黄仁勋也计划在此次访英期间承诺支持数十亿美元的英国数据中心投资。业界 分析指出,此类投资凸显了英国数据中心及数位基础设施需求的快速增长,主要受到人工智能和云端 运算技术发展的推动。(新浪财经) 2.【苹果首款无显示屏智能眼镜或12至16个月内推出】据报道,科技记者马克·古尔曼表示,苹果将 在未来12到16个月内进入智能眼镜市场,首先将推出一款无显示屏的眼镜,与Meta的Ray-Bans (雷朋)智能眼镜展开竞争。苹果最终目标是提供真正的AR(增强现实)眼镜,可通过镜片显示内 容,但这至少需要几年时间。(腾讯网) 3.【Stable Audio 2.5企业级音频生成AI模型发布,号称"3分钟曲目2秒钟完成"】Stability AI现已正 式发布企业级音频生成模型 Stable Au ...
纳指、标普续刷历史新高
财联社· 2025-09-16 00:07
美东时间周一,美国三大股指收盘全线上涨,标普500指数和纳斯达克指数均创下历史新高,投资者正静待本周举行的美联储关键政策会 议。 本周举行的联邦公开市场委员会(FOMC)会议成为市场核心焦点。在近期经济数据显示就业市场疲弱后,投资者普遍预计美联储将降息25个 基点。 较低利率可能会继续支撑股市,尽管经济前景仍存风险,但投资者对人工智能的热情已经成为推动市场上涨的重要动力。 此外,投资者还将密切关注美国参议院动向,观察斯蒂芬·米兰能否在本周FOMC会议前正式宣誓就任美联储理事。 市场动态 截至收盘,道指涨50.03点,涨幅为0.11%,报45884.25点;纳指涨207.65点,涨幅为0.94%,报22348.75点;标普500指数涨31.02 点,涨幅为0.47%,报6615.31点。 美股行业ETF大多上涨,网络股指数ETF收涨1.52%,半导体ETF涨0.94%,科技行业ETF涨0.9%,可选消费ETF、全球科技股指数ETF至 少涨0.85%,能源业ETF则收跌0.34%,医疗业ETF和银行业ETF跌0.85%,日常消费品ETF跌1.15%。 在标普500指数的11个板块中,电信板块收涨2.33%,可选消 ...
Today's strength in tech has to do with more celebration of the data center, says Jim Cramer
Youtube· 2025-09-16 00:06
Core Viewpoint - The "Magnificent Seven" tech stocks, which include Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, are believed to still have significant growth potential despite some investors thinking their best days are behind them [3][21]. Group 1: Company Performance and Valuation - The Magnificent Seven companies are perceived to have compelling valuations and strong historical performance, suggesting they remain attractive investments [5][21]. - These companies have robust balance sheets, allowing them to innovate and compete effectively in the market [6][21]. - The scale of these companies makes them difficult for competitors to challenge, contributing to their sustained success [6][7]. Group 2: Innovation and Adaptation - Continuous reinvention is a hallmark of these companies, as seen with Facebook's transition from desktop to mobile and its acquisitions of Instagram and WhatsApp [7][8]. - The recent approval of the Apple Watch by the FDA to detect hypertension exemplifies ongoing innovation in health technology, which could have significant societal benefits [9][11]. Group 3: Market Sentiment and Stock Movements - Despite market fluctuations and negative news, such as antitrust investigations, stocks like Nvidia have shown resilience, often bouncing back quickly after declines [15][17]. - Insider buying, such as Elon Musk's recent purchase of $1 billion in Tesla stock, reflects confidence in these companies' future prospects [11][12]. - The demand for tech services remains strong, benefiting companies like Microsoft, Meta, Nvidia, and Amazon, indicating a positive outlook for their performance [13][14]. Group 4: Investor Behavior - Many investors exhibit jumpy behavior, often selling stocks during downturns, which can lead to missed opportunities for gains when stocks recover [3][17]. - The perception that the best days of these companies are behind them is a common sentiment among shareholders, but historical trends suggest otherwise [3][21]. Group 5: Future Outlook - The belief is that the best days for the Magnificent Seven are still ahead, driven by strong management, cash reserves, and market dominance [20][21]. - The overall sentiment is that there is still time for new investors to enter these stocks, as they continue to show positive developments [21][26].
FOMC Looms: 'Irrational Exhuberance' 2.0?
ZACKS· 2025-09-15 23:56
Wall Street Braces for Wednesday’s FOMC MeetingWall Street investors are currently bracing for one of the most highly anticipated, yet uncertain, Federal Open Market Committee (FOMC) meetings/decisions in a very long time. Several story lines make this FOMC meeting in particular interesting. First, President Trump and his administration have aggressively pressured Federal Reserve Chairman Jerome Powell to cut interest rates for months. Meanwhile, several cross-currents exist in this unique economy, includin ...
美股三大指数集体收高 纳指和标普再创历史新高 原油黄金双双上涨
Sou Hu Cai Jing· 2025-09-15 23:52
布伦特原油合约上涨0.45美元,涨幅为0.67%,收于每桶67.44美元。 纽约商品交易所10月交割的西得州中质原油合约(WTI)上涨0.61美元,涨幅为0.97%,收于每桶63.30 美元。 COMEX黄金期货收涨0.9%,报3719.5美元/盎司,盘中创下3724.9美元/盎司的历史新高。 美股周一收高,纳指与标普500指数创盘中与收盘历史新高。特朗普称中美贸易谈判进展顺利。美联储 将在本周召开货币政策会议,市场几乎确信美联储将重启宽松周期。截至收盘,道琼斯指数涨0.11%, 标普500指数涨0.47%,纳斯达克综合指数涨0.94%。标普500指数、纳指创收盘新高。 大型科技股大多走高,亚马逊涨1.44%,Meta涨1.21%,苹果涨1.12%,微软涨1.07%,英伟达则收跌 0.04%。谷歌母公司Alphabet涨4.5%,收盘市值3.04万亿美元,成为第4家突破3万亿美元市值的美国上 市公司。特斯拉上涨3.6%,该公司CEO马斯克于上周五买入了257万股特斯拉股票,总共斥资约10亿美 元。核电概念股普涨,Oklo涨15.7%,Nano Nuclear涨13%,Uranium Energy涨10.6%。 ...
So many people trade Mag 7 stocks rather than owning them, says Jim Cramer
Youtube· 2025-09-15 23:46
their best days are behind them. Those may be the six most damaging words to your portfolio and hardly a day goes by when they don't hinder you from making money, >> especially when we're talking about the magnificent seven. So many people trade these great stocks rather than owning them.And then you get a day like today where the Dow inched up 49 points as advanced 47% the record high. Tech heavy heavy NASDAQ gained.94% also to a record high. Days like today remind you just how lucrative is to simply stick ...
万亿云市场为何大爆发:巨头涌入AI基础设施竞赛,算力需求打开空间
Xin Lang Cai Jing· 2025-09-15 23:05
从人工智能产业链来讲,硬件等基础设施是最早开始投入的。无论大模型训练和后期的推理都需要大量的算力支持,因此,各大科技巨头都在持续 投资数据中心。 IDC中国研究总监刘丽辉对智通财经记者表示,博通、甲骨文的大AI订单均来自OpenAI等大模型客户,很清晰地体现出了从大模型需求到智能算力 需求持续扩张、到AI定制化芯片需求快速增长的产业链传导关系,充分说明了最终用户需求才是驱动市场快速发展的硬道理。 Gartner数据显示,2024年,全球云计算市场规模达6929亿美元,同比增长20.2%;中国信息通信研究院数据显示,2024年,中国云计算市场规模达 到8288亿元,同比增长高达34.4%。预计到2030年,全球云计算市场规模云计算将接近2万亿美元,而我国有望突破3万亿元大关。 由于海外算力链高度景气,中国算力链有望与海外共振,产业链相关公司业绩同样值得期待。 AI基础设施投入竞赛 近日,云服务供应商甲骨文(Oracle)对云业务的积极展望,给本就火爆的全球AI(人工智能)产业链又一次"加柴添火"。 过去一周,在甲骨文最新财报的催化下,不仅甲骨文股价一度大涨30%,英伟达等算力芯片厂商股价也跟着上涨。这并非个例, ...
The Magnificent Seven's best days are not behind them, Jim Cramer says
CNBC· 2025-09-15 23:01
Core Viewpoint - The Magnificent Seven, comprising Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft, and Tesla, are expected to continue their success due to strong management, substantial cash reserves, and significant market scale [2][5]. Group 1: Company Strengths - The Magnificent Seven possess strong balance sheets and immense cash reserves, allowing them to exert power over competitors and effectively counter government interference [2]. - These companies have a proven track record of innovation, exemplified by Meta's acquisitions of WhatsApp and Instagram, and Apple's recent FDA clearance for the Apple Watch to measure hypertension [3]. - Tesla's recent $1 billion stock buyback is viewed as a sign of confidence in the company's future prospects [3]. Group 2: Market Sentiment - Despite some Wall Street analysts believing that the best days for these companies are behind them, the sentiment has persisted for years while the companies continue to grow [2]. - Concerns regarding government actions against Alphabet, particularly related to its Chrome browser, have been alleviated by a recent court ruling, leading to a rise in its stock price [4]. Group 3: Future Outlook - The companies are seen as being close to controlling their own destinies, with expectations that their best days are still ahead [5].