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 ...

Losing steam in recent weeks, Nvidia (NVDA)  stock has now dipped 4% from a 52-week peak of $184 a share, which it hit in early August. Monday’s report of an antitrust probe in China weighed on Nvidia stock in early morning trading, extending a slight decline over the last few weeks that stemmed from Broadcom’s (AVGO)  quarterly report showing the company is becoming a credible challenger to other dominant AI chip leaders.Amid increased demand for Broadcom’s custom XPU chips, more pressure is potentially mo ...

【投资机会】行情来了买什么？全球AI算力全产业链8条主线受益股 【跟踪牛人动态】超3000名"专业选手"如何调仓？最牛选手单只标的浮盈超200% 【头条要闻】 中美就妥善解决TikTok问题达成基本框架共识 中国商务部国际贸易谈判代表兼副部长李成钢15日傍晚在此间表示，中美双方就以合作方式妥善解决 TikTok问题、减少投资障碍、促进有关经贸合作等达成了基本框架共识。 关于TikTok问题，李成钢表示，中国一贯反对将科技和经贸问题政治化、工具化、武器化，绝不会以牺 牲原则立场、企业利益和国际公平正义为代价，寻求达成任何协议。中方将坚决维护国家利益和中资企 业合法权益，依法依规开展技术出口审批。同时，中国政府充分尊重企业意愿，支持企业在符合市场原 则基础上，开展平等商业谈判。 发布会上，李成钢还指出，中方注意到，在中美经过一系列经贸磋商之后，美方仍然在不断扩大对中国 实体的制裁。美方泛化国家安全，不断扩大对中国实体的制裁清单，长臂管辖的手越伸越长，这是典型 的单边霸凌行径，有违国际法和国际关系的基本准则，中方对此坚决反对，并在会谈中向美方提出了严 正关切。 英伟达违反反垄断法，被进一步调查 市场监管总局官网 9 ...

每经记者｜杨建 每经编辑｜肖芮冬 ｜2025年9月16日 星期二｜ NO.1 英伟达违反反垄断法，市场监管总局依法决定实施进一步调查 近日，经初步调查，英伟达公司违反我国的《中华人民共和国反垄断法》和《市场监管总局关于附加限 制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法 决定对其实施进一步调查。 NO.2 东莞大力推动低空示范交通航线建设，eVTOL航空器取证企业可获1500万元 9月15日，根据TrendForce集邦咨询最新研究，AI创造的庞大数据量正冲击全球数据中心存储设施，传 统作为海量数据存储基石的Nearline HDD（近线硬盘）已出现供应短缺，促使高效能、高成本的SSD逐 渐成为市场焦点，特别是大容量的QLC SSD出货可能于2026年出现爆发性增长。 NO.4 《上海市促进高端医疗器械产业全链条发展行动方案》印发 9月15日，上海市人民政府办公厅印发《上海市促进高端医疗器械产业全链条发展行动方案》，到2027 年，新增首次获批境内第三类医疗器械注册证超500件，新增在海外市场获批医疗器械产品超100件，培 育年产值超100亿元、具备较强国际竞争力 ...

丨 2025年9月16日星期二丨 NO.1 市场监管总局决定对英伟达实施进一步调查 市场监管总局9月15日消息，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市 场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公 告》，市场监管总局依法决定对其实施进一步调查。 点评：此次调查体现出中国反垄断执法在数字智能科技领域的深化。行业趋势显示，全球反垄断监管日 益严格，科技企业需加强合规以避免风险。投资者情绪可能短期波动，但长期有助于促进行业公平竞争 和创新。 NO.2 均胜电子子公司获150亿元汽车智能化项目定点 9月15日，均胜电子公告称，子公司近期新获两家头部品牌主机厂客户项目定点通知，公司将为上述客 户在全球范围内开发并提供一系列汽车智能化产品，包括CCU、智能网联等产品。根据客户规划，上 述项目预计全生命周期订单总金额约人民币150亿元，计划从2027年开始量产。 点评：此次150亿元订单凸显中国企业在汽车智能化领域的全球竞争力。行业趋势表明，汽车智能化正 加速渗透，产业链龙头企业将持续受益。同时，此举也有助于提升中国汽车产业链附加值，推动自动驾 驶技术普 ...

Market Overview - Investors are almost certain that the Federal Reserve will cut interest rates this week, with strong performance in tech stocks leading the S&P 500 to surpass 6600 points and the Nasdaq achieving a record closing high for six consecutive days [2] - Tesla shares rose over 7% during the day, recovering losses from the year, while Google saw a nearly 4.5% increase, reaching a market capitalization of $3 trillion [2] - The Nasdaq Golden Dragon China Index rose by 0.87%, approaching its January 2022 high, amid a consensus framework reached between China and the U.S. regarding TikTok [2][8] - U.S. Treasury yields fell, with the 10-year yield down by 3.45 basis points, and the dollar index dropped by 0.35%, falling below the 97 support level [2] Key News - China and the U.S. reached a basic framework consensus to properly resolve the TikTok issue, emphasizing cooperation and reducing investment barriers [3][8] - China's economic data for August showed signs of "industrial slowdown, weak investment, and subdued consumption," leading to expectations for a new round of policy easing [9] - The U.S. reduced import tariffs on Japanese automobiles to 15% effective from September 16 [10] - Trump proposed changing the requirement for companies to report earnings quarterly to semi-annually, which could increase market volatility and uncertainty [12] - The Chinese government is taking further antitrust actions against Nvidia for violating conditions related to its acquisition of Mellanox [13] Company Developments - Musk invested $1 billion to increase his stake in Tesla, which saw a 7.5% intraday rise, erasing its year-to-date losses [13] - Alphabet, Google's parent company, saw its stock rise by 4.8%, pushing its market cap above $3 trillion [14] - Apple’s new iPhone 17 series is seeing strong demand, particularly for the Pro Max model, while Xiaomi is positioning its new 17 series to directly compete with Apple [15] - JPMorgan downgraded Pop Mart's rating to "neutral" due to its stock price having risen 209% this year, indicating that the valuation has reached perfect expectations [17] - Citigroup raised the target price for Shenghong Technology to 447 yuan, citing an accelerating AI-PCB supercycle and ongoing supply-demand tightness [17] Industry Insights - The Chinese government is promoting a unified national market, emphasizing the need for open and standardized market practices [16] - The automotive industry is adopting a "60-day payment term" initiative to enhance supply chain resilience and protect supplier rights [18] - The laser radar market is experiencing growth as costs decrease, with significant orders being placed by leading companies in the autonomous driving sector [26] - The medical device industry in Shanghai is set to expand significantly, with plans to increase the number of approved high-end medical devices by 2027 [25]

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， ...

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].

不过，从历史经验来看，预防式降息往往能支撑美股走强。比如1995年和2019年，美联储在经济尚未衰退时降息，标普500指数在半年内分别上涨了12% 和15%。但这次有个特殊变量——纽约制造业指数暴跌21点至-8.7，创三个月新低，新订单和发货量几乎腰斩。这说明实体经济的疲软可能迫使美联储采 取更激进的宽松，但也意味着未来经济"硬着陆"的风险在上升。 再聊聊科技巨头的冰火两重天。马斯克豪掷10亿美元自掏腰包买特斯拉股票，这可是他自2020年以来最大手笔的回购。市场把这解读为对Robotaxi和人形 机器人战略的信心背书，但帮主我得泼点冷水——特斯拉今年股价已经跌了54%，这次回购更像是"止血"而非"冲锋"。相比之下，苹果iPhone17首周销量 超预期，京东预售1分钟就超过去年全天，在欧美市场交货周期也延长，这才是真正的"硬通货"。 但要小心英伟达的黑天鹅。中国市场监管总局突然宣布对其启动反垄断调查，这已经是第二次"点名"了。2020年英伟达收购迈络思时承诺不搞捆绑销售， 但这次被查出可能违反了这一条件。虽然英伟达股价只跌了1.6%，但如果最终被认定违法，可能面临上一年度销售额10%的罚款，相当于50亿美元。更 ...

CoreWeave said Monday it has signed a $6.3 billion initial order with Nvidia with a condition that the AI chip star buys unsold capacity, sending shares in the cloud computing platform surging. https://t.co/4KeN4eKgzq ...