全球股市一片哀嚎，A股却走出独立行情！周三低开高收的中阳线，让股民们终于扬眉吐气。这场逆势翻红背后，到底隐藏着什么秘密？ 这一切要从周二午后那波诡异跳水说起。当时韩国交易所突然对暴涨240%的SK海力士发布投资警告，这颗炸弹直接把韩国股市炸出2%的深坑，连带日本、 澳大利亚纷纷遭殃。但真正的暴击还在后头：当晚美股高台跳水，纳指跌超2%，英伟达、特斯拉这些明星股集体趴窝。更绝的是，《大空头》原型迈克尔· 伯里竟然模仿2008年做空次贷的手法，用看跌期权狙击英伟达和Palantir！这操作简直就是在AI狂热头上浇冰水。 按理说周三A股得崩吧？可开盘剧本就神了！虽然跟着低开，但跌幅迅速收窄，午后就翻红上攻。对比隔壁韩国股市盘中暴跌6%、日本跌超4%的惨状，咱 们这走势堪称独秀！要知道，当天沪深成交仅缩水400亿，说明早盘割肉的都悔青了肠子——午后抄底资金疯抢筹码的模样，活像超市抢购打折商品的大 妈。 现在大盘又回到5日线附近震荡。散户该咋办？死磕指数不如抓板块轮动！光伏和创新药是明牌，但周三突然爆发的能源设备更值得盯紧。特高压、智能电 网这些板块，就像憋屈已久的弹簧——AI算力耗电暴增带来新需求，加上股价躺平两年， ...

美股周四收盘，道指收跌0.8%，标普500指数跌1.1%，纳斯达克综合指数跌1.9%。特斯拉(TSLA.O)跌 3.5%，英伟达(NVDA.O)跌3.65%，Meta(META.O)、亚马逊(AMZN.O)和英特尔(INTC.O)均跌超2.5%。 纳斯达克中国金龙指数微跌，小鹏汽车(XPEV.N)涨9%，百度(BIDU.O)涨3%。 来源：第一财经 ...

周四美股三大股指收盘齐跌，道指跌0.84%，纳指跌1.9%，标普500指数跌1.12%。AMD跌超7%，特斯 拉、英伟达、英特尔跌超3%，Meta、甲骨文、亚马逊跌超2%，微软、台积电跌超1%，苹果、博通微 跌。 来源：滚动播报 ...

In the age of AI, security must react immediately. Adversaries strike in milliseconds. [music] They move fast, hit hard, never stop.Trillions of events every week. This is a fight that spans the cloud, [music] the data center, and every system at the edge where speed wins. You need intelligence that learns, reasons, and acts faster than your adversaries.Crowdstrike is building the next wave [music] of cyber security AI on NVIDIA technology, delivering always on scalable intelligence for security analysts. N ...

Anyone who has spent even a modest amount of time in the stock market probably understands that the price of a financial asset is often a meaningless metric, on its own, and does not reveal muchI specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particularly in the tech sector. My investment philoso ...

Anyone who has spent even a modest amount of time in the stock market probably understands that the price of a financial asset is often a meaningless metric, on its own, and does not reveal muchI specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particularly in the tech sector. My investment philoso ...

Market Overview - US equities experienced a decline as artificial intelligence (AI) stocks faced renewed selling pressure, impacting major indexes negatively [2][3] - The Dow Jones Industrial Average fell by 287 points (0.6%), the S&P 500 dropped by 0.1%, and the Nasdaq Composite slid by 1.39%, marking a challenging week for the tech-heavy index [3] AI Sector Performance - AI-related companies, which had previously driven market rallies, are now experiencing heightened volatility as investors question the sustainability of their valuations [5][7] - Major players like Nvidia, Microsoft, Palantir Technologies, Broadcom, and AMD led the downturn, contributing to the overall market decline [4][6] Labor Market Concerns - October job cuts reached a 22-year high with over 153,000 layoffs, nearly tripling the number from September and representing a 175% increase year-over-year [9][10] - This data indicates growing weakness in the labor market, raising concerns about the resilience of the US economy amid ongoing government shutdowns [10] Corporate Earnings and Movements - Datadog's stock surged by 25% after exceeding profit and revenue expectations, reporting earnings of 55 cents per share on revenue of $886 million [11] - Conversely, Qualcomm's stock fell by 3% despite strong quarterly earnings due to concerns over potential future business losses with Apple [5][7] - Other notable movements included Brighthouse Financial jumping 26% on acquisition news and Golden Entertainment soaring 36% following a buyout announcement [12][13]

Core Insights - Nvidia CEO Jensen Huang warns that China is poised to overtake the U.S. in the global AI race, citing lower energy costs and fewer regulatory hurdles in China as advantages [1][3] - Huang criticizes U.S. states' new AI regulations, suggesting they may hinder progress compared to China's energy subsidies that benefit companies using Chinese AI chips [3][6] - Huang emphasizes the urgency for the U.S. to advance in AI development to maintain a competitive edge globally [3] Company Developments - Nvidia is set to invest up to $100 billion in OpenAI, indicating a significant commitment to AI development [4] - The company recently achieved a historic milestone by becoming the first to reach a $5 trillion market valuation [10] Regulatory Environment - Huang has previously expressed concerns that U.S. AI models are not significantly ahead of China's, advocating for broader access to Nvidia chips globally [6] - President Trump has maintained a ban on the sale of Nvidia's most advanced AI chips to China, reinforcing the U.S. focus on protecting its technological advancements [6][9]

Core Points - A group of eight Republican U.S. senators expressed support for President Donald Trump's decision to continue restricting China's access to Nvidia's most advanced artificial intelligence chips [1] Group 1 - The decision is seen as a strategic move to limit China's technological advancements in artificial intelligence [1] - The senators' letter highlights the importance of maintaining U.S. leadership in AI technology [1] - The ongoing restrictions may impact Nvidia's business operations and market dynamics in the AI sector [1]

Germany’s digital future gets a major boost as Deutsche Telekom and NVIDIA unveil the world’s first Industrial AI Cloud, a sovereign, enterprise-grade platform. The partnership will accelerate AI innovation, strengthen European data sovereignty, and drive transformation across industries. Featuring insights from Deutsche Telekom Tim Höttges and NVIDIA founder and CEO Jensen Huang. Learn more: https://www.t-systems.com/de/en/artificial-intelligence/solutions/industrial-ai-cloud ...