每经编辑｜陈鹏程 王晓波 1 外交部：中美元首通话氛围是积极、友好、建设性的 11月25日外交部例行记者会上，有记者提问：昨晚中国国家主席习近平同美国总统特朗普通了电话，请问这次通话是由中方主动提议还是应美方要求进行 的？对此，外交部发言人毛宁表示，特朗普总统第二任期以来，中美元首保持着经常性的交往。据我了解，此次通话是美方发起的，通话的氛围是积极的、 友好的、建设性的。两国元首就共同关心的问题进行沟通，对于中美关系稳定发展十分重要。（央视新闻） 2 隔夜市场 美股三大指数集体收涨，道指涨664点，涨幅1.43%，标普500指数涨0.91%，纳指涨0.67%。大型科技股走势分化，Meta涨超3%，谷歌、亚马逊涨超1%； AMD跌超4%，英伟达收跌2.59%，盘中一度跌超6%，总市值跌至4.32万亿美元；奈飞跌超2%，甲骨文跌超1%。热门中概股涨跌互现，纳斯达克中国金龙 指数收涨0.35%。小鹏汽车、哔哩哔哩涨超3%，理想汽车涨超1%，蔚来跌超4%，阿里巴巴跌超2%，百度跌超1%。 据新华社，美国知名空头迈克尔·伯里11月23日在付费订阅平台"订阅堆栈"发文，重申他对美国英伟达公司的看空立场。此前，英伟达反驳了 ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bell on stocks higher here as the rally resumes on Wall Street.This time driven by the Dow. Let's welcome in now ENZ Fere over the touch. Joining us to break down the headlines.Enz, what are you seeing in the markets. Josh, we are looking at session highs here with the Dow up 1.3%, the Nasdaq also higher, flipping into green territory because it was in the red earlier in ...

James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...

Nvidia no longer looks as unassailable as it once did. But its strength should not be underestimated https://t.co/YZNQ5BuKPqPhoto: Getty Images https://t.co/YqCq9xue8p ...

美股周二收盘，三大股指低开高走，道指收涨1.4%，标普500指数涨0.9%，纳指涨0.67%。英伟达 (NVDA.O)跌2.5%，谷歌(GOOG.O)涨超1%，AMD(AMD.O)跌4%。纳斯达克中国金龙指数收涨0.35%， 阿里巴巴(BABA.N)跌2.2%，蔚来汽车(NIO.N)跌超4%。 (本文来自第一财经) ...

Shares of chip giants Nvidia and AMD sink in today. This is coming after report from the information that Google is in talks to sell billions of dollars worth of its own AI chips to Meta as competition in that AI chip race heats up. For more, we're bringing Yahoo Finance tech editor Dan Howie.Dan. Yeah, Josh. This is uh basically, you know, kind of the story that we hear every so often.Nvidia has competition. Nvidia syncs that competition rises and then after a while people kind of you know filter back into ...

近几周，伯里加强对英伟达的审视，包括关注美国AI企业之间"循环投资"、收入确认方式以及技 术巨头如何对计算设备计提折旧。例如，据9月与美国开放人工智能研究中心（OpenAI）达成的 一项协议，英伟达计划向OpenAI投资1亿美元，后者则将使用数百万枚英伟达芯片来建设数据中 心。 美国彭博新闻社24日提出的另一个问题是，英伟达的图形处理器（GPU）会多久过时。此外还有 不少人质疑，英伟达的AI基础设施支出能否持续。 （据新华社北京11月25日电） 他强调，思科是互联网泡沫破裂时的前沿企业，其股价在 1995 年至 2000 年间飙升3800%，市值 一度约5600亿美元，成为当时全球市值最高公司。然而，千禧年之交，其股价暴跌超过80%。 伯里认为，如今历史正在美国AI热潮中重演："再次有一家'思科'处于这一切的中心……它的名字 叫英伟达。" 与25年前思科创下市值纪录类似，英伟达如今成为全球市值最高公司，估值约为5万亿美元。 美国知名空头迈克尔·伯里23日在付费订阅平台"订阅堆栈"发文，重申他对美国英伟达公司的看空 立场。此前，英伟达反驳了伯里的相关分析。 在这篇题为《泡沫的关键标志：供给侧的贪婪》的文章中，伯 ...

Key Takeaways IonQ posted Q3 revenues of $39.9M, rising 222% year over year while raising its 2025 sales guidance.The company hit #AQ 64 performance, 99.99% two-qubit fidelity, and expanded via strategic acquisitions. IonQ's DOE partnership and quantum networking efforts bolster its growing full-stack quantum platform.IonQ, Inc. (IONQ) is making significant strides in quantum computing, potentially mirroring how NVIDIA Corporation (NVDA) made the most of the artificial intelligence (AI) boom. However, the c ...

Nvidia Corp. (NASDAQ:NVDA) , the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy. NVDA stock is down. See the real-time price action here. In a social media post, Nvidia's Newsroom said that it is “delighted by Google's success” and acknowledges the “great advances in AI” made by Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , while at the same time noting that it remains a key su ...

“I have no idea whether or not we are in a bubble, nor does anyone else. But here is how you can protect your portfolio when the market does correct, and it will.”There has been a lot of talk these days centering on the stock market bubble and the bursting of it. First, let me say our firm, LCM Capital Management, is not and never has been in the prognostication business. If you have read any of our previous Benzinga blogs, you would know that no one within our industry should be either since they are just ...