Decoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s why I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, everybody knows the market is forward looking, b ...

Louis Vuitton men's designer Pharrell Williams on Tuesday presented a collection of understated elegance in muted tones to kick off Paris Fashion Week. ...

【加密货币】比特币跌破9万美元关口，报89615.53美元；以太坊跌超6%，报2995.83美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.41%，在汇市尾市收于98.642。截至纽约 汇市尾市，1欧元兑换1.1712美元，高于前一交易日的1.1643美元；1英镑兑换1.3428美元，高于前一交 易日的1.3426美元。1美元兑换158.29日元，高于前一交易日的158.09日元；1美元兑换0.7904瑞士法郎， 低于前一交易日的0.7974瑞士法郎；1美元兑换1.3834加元，低于前一交易日的1.3869加元；1美元兑换 9.1369瑞典克朗，低于前一交易日的9.2090瑞典克朗。 【金属】现货黄金涨1.95%，报4763.4美元；现货白银一度突破95美元，与黄金一起刷新历史新高。 【原油】纽约商品交易所2月交货的轻质原油期货价格上涨90美分，收于每桶60.34美元，涨幅为 1.51%；3月交货的伦敦布伦特原油期货价格上涨98美分，收于每桶64.92美元，涨幅为1.53%。 【宏观消息】 瑞银CEO：退出美国资产是一场"危险的赌注"。瑞银集团CEO塞尔吉奥·埃尔莫蒂表示，在地缘政治不 确定性 ...

知情人士透露，专注于人工智能推理的初创公司Baseten已完成3亿美元融资，估值达到50亿美元，几乎 是上一轮估值的两倍。本轮融资由风险投资公司IVP和Alphabet独立增长基金CapitalG领投，芯片巨头英 伟达也参与投资，并作为交易的一部分向Baseten注资1.5亿美元。此交易凸显了英伟达在人工智能推理 领域对初创公司的积极布局。随着行业关注点从训练模型转向大规模运行和推理（即AI模型根据输入 生成输出），英伟达正加大对相关初创公司的投资力度，同时继续向自身AI芯片客户投资。 ...

(本文来自第一财经) 美股周二收盘，道指收跌1.76%，标普500指数跌2.06%，纳指跌2.39%。英伟达(NVDA.O)跌4.3%，苹果 (AAPL.O)跌3.4%，谷歌(GOOG.O)跌超2%。纳斯达克中国金龙指数跌1.44%，哔哩哔哩(BILI.O)跌 6.8%，阿里巴巴(BABA.N)跌近2%。 ...

每经AI快讯，周二（1月20日），美国科技股七巨头（Magnificent 7）指数跌3.08%，报198.30点。成分 股中，英伟达收跌4.38%，特斯拉跌4.17%，苹果跌3.46%，亚马逊跌3.40%，Meta跌2.60%，谷歌A跌 2.42%，微软跌1.16%。 ...

每经AI快讯，美股三大指数大幅收跌，道琼斯指数跌1.76%，标普500指数跌2.06%并创去年10月以来最 大单日跌幅，纳斯达克综合指数跌2.39%。科技股普跌，甲骨文、博通跌超5%，英伟达、特斯拉跌超 4%，亚马逊、苹果跌超3%。 ...

Core Insights - Nvidia Corporation's CEO Jensen Huang highlighted the future of AI and its market implications at CES [1] Group 1: Company Overview - Nvidia is positioned as a leader in AI technology, with significant influence on market trends [1] Group 2: Market Implications - The advancements in AI technology are expected to reshape various sectors, indicating a transformative impact on the market landscape [1]

Key TakeawaysU.S. equities experienced significant losses, with the Nasdaq Composite (IXIC) falling 2.00% as geopolitical tensions and renewed tariff threats weighed heavily on market sentiment.Bitcoin (BTC) plunged over 8% towards $89,800, driven by geopolitical uncertainty and heavy liquidations, yet MicroStrategy (MSTR) demonstrated strong long-term conviction with a $2.13 billion BTC purchase.Moody’s upgraded Nvidia's (NVDA) senior unsecured rating to AA1 with a positive outlook, signaling confidence in ...

The move follows other investments from the chip giant to improve and expand the delivery of artificial-intelligence services to customers. ...