据道琼斯市场数据，标普500上一次出现黄金交叉还要追溯到2023年2月2日，也正是本轮牛市的早期阶段。从那 以来，标普500已累计上涨超过48%，创下强劲表现。 事实上，自今年4月"解放日"关税引发短期低谷以来，美股已逐步展开反弹，并接连发出多个技术看涨信号。其 中，4月底出现了罕见的Zweig广度推进指标(Zweig Breadth Thrust)，该指标自1982年以来对未来涨势的预测准确 率为100%。 而在刚过去的上周五，标普500更是创下自2月以来的首个历史收盘新高，并刷新了其史上最快从15%以上回调 中重返高点的记录。 Piper Sandler的首席市场技术分析师Craig Johnson在谈到周二的黄金交叉时表示："这是市场健康的信号。结合市 场参与度提升和广度扩展，我们正为2025年下半年奠定坚实基础。" 根据历史数据，道琼斯指出黄金交叉往往预示着后续行情将延续上涨。自1928年以来，每当黄金交叉出现后， 标普500在一年后的上涨概率超过71%，平均涨幅超过10%，而这一期间的整体平均12个月涨幅约为8%。如果单 看最近20次黄金交叉，这一涨幅均值提升至13%以上，成功率达到85%。 智通财 ...

Key Takeaways HOOD stock soared 12.8% after launching new crypto products in Europe and the United States. Robinhood introduced tokenized stocks, crypto staking, and crypto futures to broaden its appeal. Bitstamp acquisition and 50% revenue growth boost HOOD's push toward full-service finance.Robinhood Markets, Inc. (HOOD) stock surged 12.8% on Monday after launching new crypto offerings for European and U.S. users. The trading platform’s shares have now spiked more than 300% in the past year, raising tho ...

Market Overview - Wall Street experienced a strong end to June, with the stock market reaching new all-time highs, driven by optimism over a potential cease-fire deal in the Middle East and a historic rebound from early April lows [1] - The Nasdaq index surged over 33% since April 8, largely fueled by significant gains from Nvidia and other growth stocks linked to the artificial intelligence (AI) sector [1] Company Insights: Vertiv (VRT) - Vertiv's stock has increased by 1,445% over the past three years, outperforming Nvidia's 990% growth, positioning it as a key player in the AI spending boom [3] - The company focuses on digital infrastructure, providing hardware, software, analytics, and services for power, cooling, and IT infrastructure across various environments, including AI data centers [5] - Vertiv has averaged 16% revenue growth over the past four years and is projected to grow its revenue by 19% in 2025, reaching $10.87 billion, which is double its 2021 total [6][9] - The company expects adjusted earnings growth of 60% in 2024 and 236% in 2023, with a 25% increase projected for 2025 [9] - Vertiv trades at a 30% discount to its highs, with a strong long-term earnings growth outlook, earning a Zacks Rank 2 (Buy) [11][10] Company Insights: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is recognized as a leading tech investment, holding a 60% share of the foundry market and 90% of advanced chip manufacturing, with significant clients including Apple and Nvidia [12][14] - The company is expanding its manufacturing footprint outside Taiwan to mitigate geopolitical risks and is increasing its production of 3-nanometer chips, which accounted for 22% of total wafer revenue in Q1 2025 [18][19] - TSMC is projected to grow its revenue by 29% in FY25 and 17% in FY26, reaching $137 billion by 2026, with adjusted earnings growth of 32% in FY25 [20] - The stock trades at an 18% discount to the tech sector average, despite its recent rally [21] Company Insights: MYR Group Inc. (MYRG) - MYR Group specializes in building and maintaining electrical infrastructure, poised to benefit from the increasing demand for energy and electrification infrastructure due to AI [24][25] - The company’s backlog increased by 8% year-over-year in Q1 to $2.43 billion, with projected revenue growth of 3% in 2025 and 6% in 2026 [30][31] - MYRG is expected to see a significant earnings rebound, with a projected growth of 260% in 2025, reaching $7.48 per share [31] - The stock has increased by 960% over the past 15 years, significantly outperforming the Utilities sector and the S&P 500 [32]

Microsoft Corp. MSFT has demonstrated significant strength, with its stock surging over 31% in the last three months, a performance that notably outpaces both the S&P 500 Index’s approximately 11% gain and the NASDAQ Composite Index’s roughly 16% gain.This momentum is primarily attributed to Microsoft’s commanding presence in cloud computing, particularly through its Azure platform, and its leading position in the rapidly evolving field of Artificial Intelligence (AI).The company’s strategic integration of ...

Key Takeaways VRT is trading above its 50-day and 200-day SMAs, signaling strong momentum and investor confidence. VRT raised its 2025 revenue outlook to $9.325-$9.575 billion and EPS to $3.45-$3.65 on solid organic growth. Expanded NVIDIA partnership boosts VRT's AI-ready cooling and power solutions for next-gen data centers.Vertiv (VRT) continues to demonstrate impressive upward momentum, consistently trading above its 200-day and 50-day simple moving averages (SMA), which are key indicators of price st ...

Nvidia ((NVDA) has rightfully earned its spot as the undisputed leader in AI infrastructure, with its GPUs powering everything from training large language models to real-time inference. But while Nvidia dominates the headlines, a few lesser-known players are quietly finding their own niche roles in the sector, though they are going mostly unnoticed. Two such stocks, Advanced Energy Industries ((AEIS) and DigitalBridge Group ((DBRG), are starting to break out. Both names are showing strong recent momentum, ...

英伟达(NVDA.O)日内跌幅达3%。 ...

在经历连续两周的调整后，标普500指数强势突破6200点大关，创下历史新高。 摩根大通市场情报主管安德鲁·泰勒（Andrew Tyler）及其团队认为，这一突破并非偶然，而是新一轮上 涨行情的开端。随着财报季临近、贸易政策逐渐明朗，以及市场对经济数据的乐观预期，股市可能迎来 一波持续创新高的行情。 熊市情景 摩根大通指出，尽管市场正处于新一轮上涨的起点，但投资者仍需警惕美债收益率飙升、贸易摩擦和地 缘冲突等潜在风险，具体情况如下： 经济数据疲软：鲍威尔警告6-8月数据可能反映贸易冲突影响，若未兑现，空头或如2023-2024年般放弃 衰退预期； 债券收益率飙升：10年期美债收益率若突破周期高点5%，或引发风险资产动荡； 贸易冲突再起：最悲观情境或重返"解放日"级别的滞胀叙事； 摩根大通指出，当前市场环境具备多项支撑因素。首先，劳动力市场依然强劲，只要非农就业数据维持 在10万人以上，就足以推动股市继续上行。其次，通胀未出现意外飙升，7月15日即将公布的CPI数据 若表现温和，将进一步缓解市场对美联储政策的担忧。此外，贸易局势可能迎来转机，一系列新协议的 达成有望降低实际关税水平，从而提振全球市场情绪。 在盈利 ...

重磅！预售来啦。面向科研&教学级自动驾驶全栈小车黑武士系列001正式开售了。世界太枯燥了， 和我们一起做点有意思的事情吧。 原价34999元，现在支付定金1000元抵扣2000，由于订单已经启 动，优先锁定的安排组装发货。 1）黑武士001 自动驾驶之心团队推出的教研一体轻量级解决方案，支持感知、定位、融合、导航、规划等多个功 能平台，阿克曼底盘。 2）效果展示 我们测试了室内、室外、地库等场景下感知、定位、融合、导航规划等功能； 整体功能介绍 户外公园行驶 本科生学习进阶+比赛；√ 研究生科研+发论文；√ 研究生找工作+项目；√ 高校实验室教具；√ 培训公司/职业院校教具；√ 点云3D目标检测 室内地库2D激光建图 室内地库3D激光建图 上下坡测试 室外大场景3D建图 室外夜间行驶 3）硬件说明 | 主要传感器 | 传感器说明 | | --- | --- | | 3D激光雷达 | Mid 360 | | 2D激光雷达 | 镭神智能 | | 深度相机 | 奥比中光，自带IMU | | 主控芯片 | Nvidia Orin NX 16G | | 显示器 | 1080p显示器 | | 底盘系统 | 阿克曼底盘 | ...

智通财经APP获悉，欧洲金融巨头法国巴黎银行(BNP PARIBAS)近日发布的一份研究报告显示，英伟达、台积电以及博通等全球芯片巨头所主导的"硅光子 技术"浪潮即将演变成一场席卷整个AI算力产业链的史无前例革命——"硅光子革命"，这也意味着CPO与光学I/O技术路线将在不久后从前沿实验室向全球应 用端加速渗透。即将爆发的"硅光子革命"，对于涵盖AI芯片、HBM以及以太网交换机等设备的全球AI算力产业链而言可谓重大的潜在利好催化剂，"长期牛 市叙事"逻辑可谓大幅强化，有望推动该产业迈向新一轮狂飙式"牛市曲线"。 为遏制AI数据中心功耗指数级跃升、降低经营成本以及大幅提升每AI机架单位的算力效率，共封装光学(CPO)作为大规模横向扩展互连方案被提出——"AI 芯片霸主"英伟达已将其纳入路线图。比如，英伟达InfiniBand Quantum-X 交换机预计2025年下半年推出，英伟达Spectrum-X以太网交换机预计2026年下半年 推出，均集成硅光子技术。 通过将光信号发射接收端集成封装至更靠近交换芯片的位置，CPO有望扭转以太网交换机等光互连设备功耗指数级上升趋势。英伟达预测数据显示，与传统 可插拔光模块 ...