【导读】 纳指跳水 大家好，今晚继续关注海外市场的表现。 10月30日晚间，美股三大指数走势分化，道指涨超200点，纳指却跳水跌约1%，标普指数跌约0.5%。 | ﻡ 47864.31 | 23689.10 Shown | 6858.45 SW | | --- | --- | --- | | 道琼斯指数 +0.49% | 纳斯达克综合指数 -1.12% | 标普500指数 -0.47% | 科技巨头Alphabet（谷歌母公司）、Meta和微软均发布了季度业绩。Alphabet股价在强劲业绩推动下上涨约5%，而Meta和微软则 分别下跌11%和3%。投资者对两家公司提高支出前景感到担忧。详情可点击右边链接： 暴跌！突然"爆雷"！ | 了 筛选 | | 最新价 ÷ | 涨跌幅 = □ | | --- | --- | --- | --- | | 谷歌-C | | 289.12 | +5.07% | | us GOOG | | | | | 赛富时 | | 257.59 | +2.44% | | us CRM | | | | | 阿斯麦 | M | 1075.35 | +0.42% | | US ASML | | | ...

Play offense in bull markets.Most investors fail to take real advantage of the types of moves we’ve seen this year for one simple reason: they’re not bullish enough.That’s because we remain in the midst of one of the most important technological revolutions of our time. And the AI boom is (and will continue to be) backed by corporate earnings, which as we know, are one of the most important drivers of stock market returns over time.Back in the late ‘90s, the dot-com bubble portrayed several alarming charact ...

The semiconductor rally has gone from hot to overheated. Chip-stocks-tracking VanEck Semiconductor ETF (NASDAQ:SMH) is now stretched far above its 200-day moving average — the widest gap since July 2024, right before chip stocks cratered 30% in a matter of weeks.Track SMH ETF here.Chart created using Benzinga ProDeja Vu For AI BullsBack then, the euphoria was also AI-fueled — Nvidia Corp (NASDAQ:NVDA) was breaking records, and every chipmaker was suddenly a "picks-and-shovels" play on artificial intelligenc ...

Core Insights - The earnings reports from Microsoft, Alphabet, and Meta reinforce the bullish investment thesis in AI, with significant capital expenditures expected to drive future growth [2][10][18] - Chipotle's recent earnings report was disappointing, highlighting challenges with younger consumers who are reducing spending, leading to a significant drop in its stock price [7][41][46] Company Earnings Analysis - Microsoft, Google, and Meta collectively spent $78 billion on capital expenditures in Q3, marking an 89% increase year-over-year, indicating a strong commitment to AI investments [10][12][18] - Alphabet's earnings report was particularly strong, exceeding expectations across various metrics, including cloud revenue and daily active users [18][22] - Meta's stock fell nearly 12% following its earnings report, as the company emphasized prioritizing AI infrastructure over short-term returns, which raised concerns among investors [6][28][30] Market Reactions - The overall market showed a negative trend, with major indices declining as investors reacted to the earnings reports and comments from the Federal Reserve regarding interest rates [3][4] - Chipotle's stock dropped over 19% after the company reported that younger consumers are pulling back on spending, which is a significant portion of its customer base [7][46] - Analysts expressed mixed feelings about Microsoft’s performance, suggesting it may present a buying opportunity despite some concerns about Azure growth [20][22] Economic Context - The unemployment rate for young people has risen to 9.2%, up from 7.9% a year ago, contributing to reduced spending among this demographic [46] - Inflation and rising costs are impacting consumer behavior, with companies like Chipotle unable to raise prices significantly without losing customers [54][55] Future Outlook - OpenAI is preparing for an IPO that could value the company at $1 trillion, but concerns about profitability and capital needs remain [56][60] - Microsoft is viewed as a safer investment compared to OpenAI, given its established market position and ongoing growth in cloud services [68]

格隆汇10月30日｜英伟达持仓股Coreweave宣布收购Marimo，以统一生成式AI开发者的工作流程。交易 条款未披露。 ...

Crypto miner Core Scientific on Thursday ended its merger agreement with Nvidia-backed CoreWeave. ...

人工智能的资本旋风，比以往来得更加猛烈。10月30日，英伟达市值突破5万亿美元，OpenAI也传出 2027年上市的计划。 而在国内市场，宇树科技、群核科技、摩尔线程、智谱等AI产业"小龙小虎"或独角兽企业，均明确地走 在了上市之路的不同节点。 热门赛道从来不缺资本盛宴，但未上市的企业的真实水平，始终与神秘隐晦和不确定性粘连。 当AI企业从风投私募领域走向股市公众市场，一二级市场的联动互促，涨跌引人关注，企业经营的透 明度更为重要。 有些企业已经一而再地展示了AI溢出效应，比如英伟达和寒武纪，作为AI淘金潮里"卖铲子的"的同行， 它们2025年业绩和股价暴涨，无疑是AI产能供需两旺的最好例证。 LiveReport大数据统计，截至2025年7月24日，仅向港交所递交申请但还未上市的AI企业就有48家。资 本市场的热情表明，即便大厂在AI时代拥有足够的竞争底气，依然挡不住初创企业的创新禀赋。 当然，IPO始终是企业的一场大考，估值泡沫和真实价值的分水岭。 随着大模型、人形机器人、GPU芯片等更多AI企业冲击IPO，资本旋风覆盖面愈加广泛，大浪淘沙的色 彩将愈加浓重。 随着上市进程的推进，AI企业的公司治理和人才 ...

中经记者 吴清 北京报道 英伟达成为全球首家市值突破5万亿美元的上市公司，引发全网关注和热议。 美国当地时间10月29收盘，英伟达股价上涨3%，报207.04美元，市值为5.03万亿美元，成为全球首个市 值突破5万亿美元的企业，其今年以来涨幅已超过50%。 在感慨英伟达市值飙涨的同时，人们也产生一些疑问：5万亿美元是新的起点还是"AI泡沫"？"中国市场 份额从95%降为0"的情况下，英伟达市值凭什么连创新高，直至创造新的纪录？ 针对这些疑问，多位业内人士接受《中国经营报》记者采访时表示，市值反映的是公司未来的盈利能力 和增长潜力。英伟达的市值狂飙，源于其在全球AI浪潮中无可替代的"卖铲人"地位。不过需要注意，这 5万亿美元超高市值里，"AI泡沫"的风险不容忽视；同时这里面也有市场对英伟达重返中国市场的期待 在。 如今，以OpenAI、微软、Google、Meta、亚马逊为首的全球科技巨头，正在展开一场激烈的"AI模型军 备竞赛"。训练和运行像GPT-4、Llama这样的大模型，需要天文数字般的算力。 目前，只有英伟达的GPU能够大规模、稳定、高效地满足这种级别的算力需求。"关键是它的CUDA软 件生态构建了很 ...

智通财经APP获悉，英伟达首席执行官黄仁勋周四在时隔十余年之后的首次正式到访韩国期间，于首尔 会见了三星与现代汽车的掌舵者，全面凸显这家AI芯片超级霸主与韩国存储芯片与汽车产业链日益深 化的"人工智能深度合作关系"。无论是黄仁勋的行程安排本身，还是他与三星和现代掌舵者们的具体会 谈摘要，抑或是他在极短的采访中所透露的与韩国大型企业们之间的合作前景，基本上都是围绕HBM 存储系统(HBM3E与HBM4)、2.5D/3D先进封装、2nm及以下最前沿芯片制程以及驱动完全自动驾驶系 统、人形机器人的高性能NVIDIA GPU算力系统。 对于英伟达持续猛烈增长的业绩预期而言，三星所提供的12层HBM3E存储系统的以及未来可能提供的 2nm级别AI芯片代工与先进封装将扮演重要角色，韩国现代系大型汽车集团正在打造的"完全自动驾驶 系统+大规模人形/移动机器人队伍"则有望让英伟达的汽车与机器人业务成为英伟达仅次于数据中心业 务的第二大增长点。 这位科技大亨表示，他期待当地时间周五与韩国总统李在明会面，并称英伟达(NVDA.US)与韩国企业 们之间将会有许多重磅事项宣布。黄仁勋还表示，他对早些时候在韩国举行的中美会谈充满信心， ...

This is a heavy earnings week, with 173 of the S&P 500 companies reporting earnings. Apple and Amazon.com report after Thursday’s close. Q3 earnings have been running strong so far. According to Bloomberg Intelligence, 84% of the S&P 500 companies that have reported so far have beaten forecasts, on course for the best quarter since 2021. However, Q3 profits are expected to have risen by +7.2% y/y, the smallest increase in two years. Also, Q3 sales growth is projected to slow to +5.9% y/y from +6.4% in Q2.St ...