US equities advanced on Wednesday, with the S&P 500 reaching the 7,000 level for the first time, as investors positioned ahead of the Federal Reserve's interest rate decision and a slate of earnings reports from major technology companies. The benchmark index rose 0.3% and touched an intraday high of 7,002.28, marking a symbolic milestone for the market after years of gains driven largely by technology and artificial intelligence-related stocks. The index has more than doubled from its pandemic-era lows, dr ...

I think of Nvidia Corporation’s ( NVDA ) $2 billion investment in CoreWeave, Inc. ( CRWV ) not as a financial statement of intent but an operational one. The market has understood this dealHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting ...

昨天，达哥提到互联网大厂将开启春节撒钱模式，目的是争夺用户，不输给对手以及不输掉一个时 代。 今天，AI应用方面再度传来新的消息。 首先，月之暗面Kimi发布了新一代开源模型 Kimi K2.5。据了解，Kimi K2.5可同时调度100个智能 体，效率最高提升4.5倍。此外，市场也传出了月之暗面近期已完成一轮融资的传闻。 其次，DeepSeek公布了其最新一代文档识别模型DeepSeek-OCR 2。该模型由DeepSeek-OCR升级而 来，核心变化集中在视觉编码器设计上。据了解，DeepSeek-OCR 2让AI像人一样"读懂"复杂文档，识 别性能提升3.73%。 最后，百度旗下文心APP近日推出的行业首个"多人、多Agent"群聊功能开启新一轮内测。据悉， 该功能支持在同一群聊中调动多个AI角色，包括"群聊助手""私人助手""健康管家"等垂类智能体。 就在AI竞争向云、应用端延伸之际，AI硬件层面也有不少重要消息。 一是英伟达20亿美元投资AI云服务厂商CoreWeave，以助力CoreWeave在2030年前建成超过5吉瓦的 AI数据中心。 二是美光科技将在未来十年向新加坡追加投资240亿美元，以建 ...

We recently published 14 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer's radar. NVIDIA Corporation (NASDAQ:NVDA) is a regular stock on Jim Cramer’s radar. The CNBC TV host is one of the stock’s biggest proponents. As January kicked off, Citi reiterated a Buy rating on the shares and kept a $270 share price target. The bank commented that NVIDIA Corporation (NASDAQ:NVDA) had surprised it during meetings held at the Consumer Electronics Show in Las Vegas. ...

Core Viewpoint - Nvidia is experiencing significant competition in the AI chip market, which is likely contributing to the stagnation of its stock price since August [1] Company Summary - Nvidia's shares have been flatlining since August, indicating a potential market reaction to competitive pressures in the AI chip sector [1] Industry Summary - The AI chip industry is becoming increasingly competitive, impacting Nvidia's market performance and investor sentiment [1]

If you've been keeping up with the stock market in any way in recent years, you've probably heard about the semiconductor giant, Nvidia (NASDAQ: NVDA). It's hard not to know about it, given its amazing performance of late. Check it out: Time Period Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Average Annual Return Past 3 years 113.9% Past 5 years 68.8% Past 10 years ...

编辑 | 袁畅 如果只看国内的规模和影响力，但斌早已是业内百亿私募的代表人物之一。 但在海外市场，但斌还不曾有过同样的影响力。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：资本深潜号 作者 |郑孝杰 但他可能距离成为美股"百亿私募"不远了。 来自海外市场的披露信息，截至2025年末，东方港湾持有的美股资产总市值达到13.16亿美元，折合人 民币约91亿元，较三季度末的12.92亿美元再度明显增长。 这是但斌在海外市场投资能力和影响力的又一个体现。公告还显示，截至去年四季度，但斌公司的美股 组合至少包括10个股票，且他喜爱的英伟达已经退居第二位。 这背后的投资动向和逻辑，十分值得追溯。 01 谷歌晋升为头号重仓股 资事堂注意到，但斌的美股投资组合在去年四季度再次迎来"颠覆式"变化。 2025年四季度的持仓数据显示：谷歌已经取代英伟达，成为他头号持仓股票。 具体来看，谷歌在但斌的美股组合中的市值达到了4.06亿美元，占比31%，远超英伟达的2.37亿美元， 占比18%。 此前，英伟达曾是但斌的"绝对头号"资产，伴随着其在过去三年人工智能和图形处理领域的爆发性增 长，推动了基金的 ...

The major U.S. index futures are currently pointing to a higher open on Wednesday, with stocks likely to extend the upward move seen over the two previous sessions.Semiconductor stocks may continue to lead the higher after turning in some of the best performances during Tuesday's session.U.S.-listed shares of ASML (ASML) are surging 5 percent in pre-market trading after the Dutch semiconductor equipment giant reported strong fourth quarter results and provided upbeat 2026 guidance.South Korea's SK Hynix al ...

Shares of Nvidia Corp. (NASDAQ: NVDA) are 2.9% higher than a week ago. ...

此外，半导体板块走强， 英特尔、阿斯麦盘前涨逾4%，台积电涨逾2%，英伟达涨近2%。 编辑｜钉钉 1月28日，美股存储板块盘前大涨，希捷科技盘前涨近10%，西部数据涨超7%，闪迪涨近7%，美光科技 涨超4%。 | G | 希捷科技(SEAGATE) | | | | --- | --- | --- | --- | | STX.O | | | | | 371.760 = 735.4万 | 股本 2.18亿 市盈 46.3 | | 万得 | | 13.470 3.76% 换 3.44% 市值 794亿 市净 -1260 | | | 器口 | | 盘前 408.000 +36.240 +9.75% | 美东 07:13 √ | | | | 日K II ▼ 五日 | 中文 周K 月K | | | | 暨加 | 均价:410.861 | | | | 11 909 | 11.60% 卖一 408.580 | 7 | | | | 买一 406.500 | 28 | | | | 15:59 372.140 | 531 | | | | 15:59 372.251 | 100 | | | 371.760 | 0.00% 15:59 ...