大宗商品方面，现货黄金涨0.28%，报4232.12美元。沪金夜盘收涨0.66%。国际银价连续第五个交易日 上涨，再创新高，截至发稿，现货白银的历史最高价格已经达到58.8美元/盎司，沪银夜盘也收涨超 5%。至此，现货白银年内涨幅已经突破100%，显著高于现货黄金的60%。 美油主力合约收涨1.64%，报59.51美元/桶；布伦特原油主力合约涨1.49%，报63.31美元/桶。上期所原 油期货主力合约夜盘收涨0.04%，报453.60元人民币/桶。据央视财经，黑海关键码头遇袭引发供应担 忧，同时OPEC+维持2026年第一季度暂停增产的计划，多重地缘政治风险与供给侧因素推动国际油价 上涨。 加密货币方面，截至发稿比特币跌超5%，报86415.3美元，深夜盘中一度跌破8.4万美元关口，年内共计 跌7.49%；以太坊跌超7%，报2797.79美元。据CoinGlass数据显示，近24小时加密货币全球爆仓人数超 27万，爆仓金额9.93亿美元。 （原标题：美股结束"五连阳"，三大股指均收跌，中国资产逆势走强） 美股市场经历"五连阳"后重回调整姿态，三大股指均收跌。当地时间12月1日，美股三大指数集体收 跌，道指跌0 ...

Core Insights - Nvidia announced an expansion of its strategic partnership with Synopsys, investing $2 billion to purchase common stock [1][4] - Following the announcement, Synopsys' stock price surged over 11% in pre-market trading, closing with a gain of approximately 4.85% [1] - The collaboration aims to integrate Nvidia's strengths in AI and accelerated computing with Synopsys' engineering solutions, enhancing the design, simulation, and verification of smart products [1][3] Company Overview - Synopsys is a leading Electronic Design Automation (EDA) company based in California, specializing in silicon design and verification [3] - The company's software is crucial for designing complex layouts of billions of transistors and connectors in modern chips, particularly for AI systems [3] Strategic Importance - Nvidia's CEO, Jensen Huang, described the partnership as a "revolutionary" industry transformation, emphasizing the shift from traditional software tools to GPU acceleration [5] - The industrial market, which Huang highlighted, represents a significant opportunity, with engineering software expenditures potentially reaching billions, while prototyping costs can be 10 to 20 times higher [5] Market Dynamics - The transition from CPU to GPU in supercomputing has dramatically shifted, with 90% of the world's scientific supercomputers now utilizing GPUs [6] - The partnership is expected to significantly reduce workload times, enhancing value delivery to customers [6]

数据显示，当地时间12月1日，美股三大股指全线收跌。美国科技七巨头指数涨0.15%，英伟达涨超1%，谷歌跌逾1%；中概股多数上涨，网易涨约5%， 阿里巴巴涨超4%。 据美联储官网，当地时间12月1日晚8点（北京时间12月2日早上9点），美联储主席鲍威尔将在斯坦福大学下属公共政策研究机构举办的讲座上发表演讲， 讲座将围绕乔治·舒尔茨及其经济政策贡献展开。 国际贵金属期货收涨 消息面上，英伟达与新思科技宣布达成战略合作，英伟达将斥资20亿美元入股新思科技。截至收盘，新思科技涨近5%。 中概股多数上涨，纳斯达克中国金龙指数涨0.87%。个股方面，霸王茶姬涨超6%，亚朵涨超5%，网易涨5%，阿里巴巴涨超4%，微博、小马智行涨超 3%；蔚来跌超5%，爱奇艺、金山云跌超4%，贝壳跌逾3%。 德邦证券认为，美股AI板块整体情绪或阶段性放缓，美股整体缺乏明确方向，或维持高位震荡。结构性方面，美联储的降息动作或决定了美股行业景气 度是否发生切换。 空客股价盘中一度跌超10% 据央视新闻报道，法国空中客车公司股价在巴黎股市12月1日盘中交易时一度下跌逾10%，随后跌幅收窄。此前，空客公司发布声明说，相当数量A320系 列客机因飞 ...

After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC's Jim Cramer said."The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets," he said. "Just keep in mind that things change very fast in the AI space, so what was true last month might not necessarily stay true this month or ...

BREAKING: Trillion-Dollar Club Now Boasts 11 Stocks Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Get market updates, educational videos, webinars, and stock analysis. Wall Street's major stock indexes finished lower on Monday, the start of a historically strong month for the market. With third-quarter earnings mostly out of the way, markets are turning to economic reports and the Federal Reserv ...

周一（12月1日）美股盘前，英伟达在官网宣布与新思科技（Synopsys）扩大战略合作伙伴关系，并投资20亿美元购买 了新思科技的普通股。 受该消息影响，新思科技（股票代码：SNPS）股价盘前一度涨超11%至每股464美元。截至发稿，新思科技早盘的涨幅 约为3.7%，报433.5美元。 新思科技是一家总部位于美国加州的电子设计自动化（EDA）公司，专注于硅晶设计与验证等业务，是全球排名第一的 芯片自动化设计解决方案提供商，全球排名第一的芯片接口IP供应商，目前其技术产品应用于智能汽车、物联网、人工 智能、云计算和信息安全等新兴科技创新领域。 作为全球市值最高的公司，英伟达在人工智能热潮中已投资多家企业，包括OpenAI、CoreWeave等。英伟达甚至同意向 潜在竞争对手英特尔投资50亿美元，作为联合开发个人电脑和数据中心芯片合作的一部分。 行业研究分析师Niraj Patel表示，新思科技的技术被包括谷歌、特斯拉在内的众多半导体和系统公司所采用。他指出，合 作将使新思科技能够为其面向汽车、航空航天、工业和能源领域的设计和仿真工具使用更先进的芯片。 新思科技的软件有助于设计现代芯片中数十亿个晶体管和连接器的复 ...

Market Overview - After a five-day rally, U.S. stock markets experienced a pullback with all three major indices closing lower. The S&P 500 index fell by 0.53% to 6812.63 points, the Nasdaq Composite dropped by 0.38% to 23275.92 points, and the Dow Jones Industrial Average decreased by 0.9% to 47289.33 points [1] - The decline in U.S. stocks is attributed to concerns over the valuation of technology giants, which ended their upward trend since April [3] Bond Market Impact - The Bank of Japan's hint at a potential interest rate hike led to a significant rise in Japanese two-year government bond yields, surpassing 1% for the first time since 2008. This triggered a jump in U.S. 10-year Treasury yields by nearly 8 basis points to 4.09%, marking the largest increase in over a month [3] - The instability in the bond market has negatively impacted risk assets, including cryptocurrencies, which saw Bitcoin drop from a low of $90,000 to $83,800 before recovering slightly [3] Cryptocurrency Market - The significant drop in cryptocurrency prices has been linked to the overall decline in U.S. stocks, highlighting the interconnectedness of crypto assets with other high-risk investments [5] - Strategy, a cryptocurrency-focused company, saw its stock drop over 11% intraday before closing down 3.25%. The company announced a $1.4 billion reserve allocation for future dividends and interest payments, raising concerns about potential asset liquidation if Bitcoin prices continue to fall [5] Notable Stock Performances - Among major stocks, Nvidia rose by 1.65%, Apple by 1.52%, while Google-A and Microsoft fell by 1.65% and 1.07% respectively. Other notable movements included Amazon up by 0.28% and Broadcom down by 4.19% [5] Chinese Tech Stocks - The Nasdaq China Golden Dragon Index rose by 0.87%, driven by Alibaba's strong performance, which increased by 4.42%. Other Chinese tech stocks like JD.com and Baidu also saw slight gains, while NIO and Li Auto experienced declines [6] Corporate Developments - Nvidia announced a strategic partnership expansion with Synopsys, investing $2 billion in the company, which led to a pre-market stock surge of over 11% [7] - Disney is recruiting an energy trader to manage electricity procurement for its Florida operations, indicating a strategic move in energy management [8] - Amazon Web Services and Google Cloud launched a new service for high-speed connections between their platforms, streamlining the process for clients [9] - Nvidia released an open-source AI model for autonomous vehicle development, enhancing its portfolio in AI technology [10] - Barrick Gold is considering a spin-off of its North American gold mining operations, which could enhance the valuation of its Nevada mines amid recent management changes and activist investor involvement [11]

Chip design software maker Synopsys is the latest tech firm to see its stock climb on an AI partnership with Nvidia. https://t.co/x96VsBdbyc ...

Core Viewpoint - SoftBank's founder Masayoshi Son expressed regret over selling Nvidia shares, stating that if the company had unlimited funds for AI investments, including a significant bet on OpenAI, he would not have sold [1][3]. Group 1: Investment Decisions - SoftBank sold all its Nvidia shares for $5.83 billion in October, primarily to raise capital for projects like data center construction [3]. - The company plans to invest an additional $22.5 billion in OpenAI through its Vision Fund 2 by December [3]. Group 2: AI Investment Perspective - Son dismissed claims of an AI investment bubble, arguing that if AI can contribute 10% to global GDP in the long run, the investment of trillions of dollars would be justified [3]. - He criticized those discussing an AI investment bubble as "not smart enough," emphasizing the potential long-term benefits of AI investments [3]. Group 3: Strategic Partnerships - SoftBank is doubling down on AI through various initiatives, including a partnership with Hon Hai Precision Industry to build the "Star Gate" data center and acquiring Ampere Computing LLC, a U.S. chip design company [3].

Busy day for deal making in the AI space. OpenAI adding to its list of circular deals. The Chachi PT maker now taking an ownership stake in Thrive Holdings, which is a company that was launched by one of OpenAI's investors.OpenAI also striking a deal to be one of Accentur's primary AI partners. And Nvidia also pulling its weight in AI deals, announcing Monday that it's invested $2 billion in Synopsis. So, as the AI train chugs along, we're taking a look at where the dealmaking and investments could lead to ...