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隔夜美股 | 11月核心通胀意外放缓 三大指数收涨 特朗普媒体科技集团(DJT.US)大涨41.93%
Zhi Tong Cai Jing· 2025-12-18 22:40
【亚太股市】日经225指数跌超1%,韩国KOSPI指数跌超1.5%,印尼综合指数跌0.68%。 【外汇】衡量美元对六种主要货币的美元指数当天上涨0.06%,在汇市尾市收于98.425。截至纽约汇市 尾市,1欧元兑换1.1725美元,低于前一交易日的1.1745美元;1英镑兑换1.3386美元,高于前一交易日 的1.3378美元。1美元兑换155.52日元,低于前一交易日的155.63日元;1美元兑换0.7940瑞士法郎,低于 前一交易日的0.7953瑞士法郎;1美元兑换1.3781加元,低于前一交易日的1.3789加元;1美元兑换9.2846 瑞典克朗,低于前一交易日的9.2984瑞典克朗。 智通财经APP获悉,周四,三大指数收涨,美国11月核心通胀同比增幅创2021年初以来最低水平,通胀 形势意外出现改善,但经济学家怀疑数据因政府停摆而失真。 美国劳工统计局周四公布的数据显示,11月剔除波动性较大的食品和能源的核心消费者价格指数 (CPI)同比上升2.6%,11月整体CPI同比涨幅为2.7%。然而,几位经济学家指出,作为CPI最大组成部 分之一的住房类价格在两个月内基本持平,使得整个估算遭到质疑。 凯投宏观 ...
S&P 500, Nasdaq Rally On Cool Inflation Report As These AI Leaders Bounce
Investors· 2025-12-18 22:35
Beaten down artificial intelligence stocks led a market advance Thursday, as the S&P 500 and the Nasdaq composite rebounded sharply following cooler-than-expected inflation data and strong earnings results from Micron Technology (MU). AI stocks like Nvidia (NVDA), Palantir Technologies (PLTR) and Tesla (TSLA) bounced. Blue chips on the Dow Jones Industrial Average rose 0.1%, or 65 points, while the S&P… ...
Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers (UPDATED)
Yahoo Finance· 2025-12-18 22:31
Editor’s Note: This story has been updated to provide additional clarity on Nvidia GPU dies shipped in 2025. Over the weekend, Michael Burry, the investor made famous by "The Big Short" for forecasting the 2008 housing collapse, asked for evidence of stockpiled Nvidia Corp (NASDAQ:NVDA) GPUs. This development came after an analysis on X questioned whether Jensen Huang's statement about Blackwell shipments aligns with the company's reported revenue and U.S. data-center capacity. Burry Joins Debate Over N ...
Which AI Chip Stock Is the Better Buy for 2026: Nvidia or Alphabet?
Yahoo Finance· 2025-12-18 22:05
Key Points Nvidia continues to grow rapidly, thanks to its leadership in artificial intelligence (AI) data center chips. Alphabet has a full AI stack, and could now add its TPU chips to the equation. Both look like long-term winners, though the better buy could depend on the investor. 10 stocks we like better than Nvidia › The stock market is witnessing a technological arms race playing out in real time. Companies are racing to build the data centers and other infrastructure to support artificia ...
微软、谷歌等24家公司加入美国人工智能“创世纪计划”
Di Yi Cai Jing· 2025-12-18 22:02
(本文来自第一财经) 24家顶尖人工智能公司已签署加入美国政府的"创世纪计划"(Genesis Mission),这是特朗普政府推动 将新兴人工智能技术用于科学发现和能源项目的一项举措。根据白宫声明,OpenAI、微软、英伟达、 亚马逊云服务(AWS)以及Alphabet等企业,或已与政府签署谅解备忘录,或正与能源部及国家实验室 开展现有合作项目,或已表示有意参与该计划。白宫科技政策办公室主任迈克尔·克拉齐奥斯表 示:"'创世纪计划'将帮助美国科学家实现实验设计自动化、加速模拟运算,并生成可推动能源、制造 业、药物研发等领域突破的预测模型。"特朗普上月通过行政命令宣布启动该计划,旨在更好地协调政 府各机构的研究工作,并更有效地整合人工智能工具以取得更多科学突破。克拉齐奥斯当时表示,该任 务将利用能源部国家实验室的计算资源,调用联邦数据集,推动更多基于人工智能的实验,并预测此举 将缩短科学发现的时间周期。 ...
Everyone's Watching Nvidia — But Meta's AI Payoff Is Harder To Ignore
Benzinga· 2025-12-18 21:51
Nvidia Corp (NASDAQ:NVDA) has become the face of the AI boom, but it may not be the clearest proof that the trade is working. According to I/O Fund's CEO and chief investment strategist Beth Kindig, the more revealing signal is coming from Meta Platforms Inc (NASDAQ:META) — a company whose AI investments are no longer just swelling capital budgets, but starting to show measurable returns in earnings.Track META stock here.In her data-driven analyses, Kindig argues the market is early — not late — to AI monet ...
Nvidia's biggest moments of 2025, plus Robinhood exec. talks platform's new prediction market tools
Yahoo Finance· 2025-12-18 21:37
Market Domination anchor Josh Lipton breaks down the latest market news for December 18, 2025. Yahoo Finance tech editor Dan Howley discusses Nvidia's biggest moments throughout 2025, including the competition posed by China's DeepSeek AI model and its strategic partnership with OpenAI. Robinhood's chief brokerage officer, Steve Quirk, speaks with Josh about his company's new prediction market tool to be unveiled this week and retail trading trends. For more Market Domination, please visit: https://finance. ...
Nvidia's biggest moments of 2025, plus Robinhood exec. talks platform's new prediction market tools
Youtube· 2025-12-18 21:37
Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters which now are going to the closing bell and stocks are rising here as investors digest the easing inflation pressures from the latest reading on consumer prices. Let's welcome now Jared Blickery joining us to break down the headlines.Jared, what are you seeing in the markets. >> Thank you Josh. We got a pop off of that 8:30 a.m. CPI release and we're still holding on to gains barely in the Dow up 62 points as you wer ...
NVIDIA Fireside Chat at Google Public Sector Summit 2025
NVIDIA· 2025-12-18 20:42
In this new era, we know that leadership, technology, and partnerships matter. Google Cloud's partnership with Nvidia is paving the way forward in this new era. We have a very famous and senior leader from Nvidia joining us today who's been working with Google for over a decade.Fresh off GDC GTCDC where we made several announcements together. I'm delighted to introduce the vice president of hypers scale and high performance computing at NVIDIA, Ian Buck. So glad to have you here.And of course, please welcom ...
Chip Stocks Are No Longer an Automatic Path to Profits. What the Numbers Say About This Key Semi ETF Now.
Yahoo Finance· 2025-12-18 20:25
For years, investors have been, to use an old-fashioned phrase, in the chips. And very into chip stocks. That’s been reflected by the outstanding long-term performance of ETFs that track the semiconductor sector, such as the $35 billion VanEck Semiconductor ETF (SMH). It was one of the first to track this key sub-sector of technology, debuting back in 2011. That was well before artificial intelligence was running the show. But that’s simply the most contemporary application of the semiconductor industry, ...