Nvidia on Wednesday reported strong results that some argued would support the AI trade through the rest of the year. Others argued the results were themselves evidence of an AI bubble. https://t.co/j1OnyyxAa5 ...

Group 1: Japan's Economic Stimulus Plan - Japan is planning a significant economic stimulus package worth 21.3 trillion yen (approximately 961 billion RMB) to help households cope with ongoing inflation, marking the largest stimulus since the pandemic [2][3] - The plan includes 17.7 trillion yen in general spending and 2.7 trillion yen in tax cuts, exceeding last year's 13.9 trillion yen [2] - The total impact, including private sector funding, could reach 42.8 trillion yen, reflecting Prime Minister Kishi's expansionary fiscal and monetary policy stance [2] Group 2: AI Development Initiatives in the U.S. - Former President Trump plans to launch the "Genesis Mission," aimed at enhancing the U.S. artificial intelligence capabilities, which is considered a strategic priority akin to the Manhattan Project [4] - The initiative may involve increased research efforts in national laboratories and promote public-private partnerships, with a focus on establishing a unified AI regulatory framework [4] - The "Genesis Mission" follows previous challenges faced by the "Stargate" initiative, indicating a shift towards more government involvement in AI development [4] Group 3: Labor Insurance Regulations in China - The Ministry of Human Resources and Social Security has released guidelines clarifying the recognition of work-related injuries, including cases of medical malpractice and injuries during remote work [5][6] - The new standards aim to broaden the scope of work injury insurance, reflecting the evolving nature of work environments, such as remote work [5][6] - The adjustments highlight a commitment to ensuring that new employment forms, like gig economy workers, receive adequate protection [6] Group 4: E-commerce Growth in China - China's online retail sales increased by 9.6% year-on-year in the first ten months of the year, with significant growth in smart products and digital services [7] - The government has issued guidelines to boost digital consumption, emphasizing the development of AI hardware and software innovations [7] - Despite the growth in online retail, the overall consumer market remains under pressure, with mixed results from major promotional events like "Double 11" [8] Group 5: Nvidia's Financial Performance - Nvidia reported a 62% year-on-year revenue increase to $57.006 billion for the third quarter of fiscal 2026, surpassing market expectations [9] - The company anticipates fourth-quarter sales to reach approximately $65 billion, indicating strong demand for AI chips and cloud GPU products [9] - CEO Jensen Huang expressed optimism about the AI industry's growth, dismissing concerns about an AI bubble, and highlighted the ongoing demand for their Blackwell chips [9][10] Group 6: Kuaishou's Financial Results - Kuaishou's Q3 revenue grew by 14.2% year-on-year to 35.6 billion RMB, with adjusted net profit increasing by 26.3% to 5 billion RMB [11] - The e-commerce segment saw a GMV increase of 15.2% to 385 billion RMB, driven by growth in AI-related services [11][12] - Despite a slowdown in live-streaming revenue, Kuaishou's advancements in AI technology position it well for future growth in the content ecosystem [12] Group 7: Securities Industry Consolidation - China International Capital Corporation (CICC) is set to merge with Dongxing Securities and Xinda Securities, creating a significant player in the securities industry with a capital scale exceeding 170 billion RMB [13] - This merger represents a new model for integrating smaller securities firms into larger entities, enhancing service capabilities across the industry [13] - If successful, CICC's market value could significantly increase, positioning it among the top securities firms in China [13] Group 8: Market Trends and Investor Sentiment - The Chinese stock market experienced fluctuations, with the Shanghai Composite Index falling by 0.4% amid mixed investor sentiment [14] - Despite Nvidia's strong earnings report, the A-share market showed limited positive impact, with various sectors experiencing declines [14][15] - Investor concerns about potential interest rate changes by the Federal Reserve have led to a cautious market outlook, with heightened sensitivity to negative news [15]

点击上图▲立即报名 " 从展台概念到工厂车间，硅谷打通最后一程。 " 文 / 巴九灵（微信公众号：吴晓波频道） 当谷歌在2025年末压轴发布Gemini 3，这款被誉为"全球最智能"的模型已震撼业界，其"深度思考"能力 在复杂科学测试中超越人类专家。 当旭化成的毫米波雷达在浴室精准检测到跌倒，无需摄像头即可触发警报，有效保护个人隐私；当斯坦福 与英伟达联合研发的机器人通过人类演示学习复杂操作， 我们可以预见在CES 2026的展厅里，未来已不 是概念性的展品，而是可触摸的生活与生产场景。 这场汇聚150多个国家、4500多家参展商的科技盛宴，即将告诉世界： AI驱动的产业变革已进入"从知道 到做到"的爆发期。 CES（国际消费电子展）一直是企业家们不容错过的科技趋势风向标。然而，从CES展厅走出的企业家， 兴奋之余往往带着更深的焦虑：趋势背后的底层逻辑是什么？如何抓住下一个增长点？ 只看懂"是什么"，终究无法跨越从趋势到落地的鸿沟，而要解答"为什么"的战略底层逻辑与"怎么办"的实 操路径，则需要我们奔赴科技创新的源头之一——美国硅谷。 2026年年初，吴晓波频道、华商出海产业联盟将再度启程，我们除了继续带领中 ...

隔夜，纳斯达克100指数从日内高点暴跌近5%，最终收跌2.4%，较10月29日创下的纪录高点回撤幅度扩 大至7.9%。 标普500指数早盘上涨1.9%，但随后抹去全部涨幅并收跌1.6%，股市市值蒸发超2.7万亿美元。值得一提 的是，标普500指数已较10月纪录高点下跌逾5%，并自2月以来首次跌破100日均线，收于9月11日以来 最低水平。 衡量股市预期波动率的VIX指数收于26点上方，为4月以来首次。 美国股市周四经历了自4月以来最剧烈的盘中反转，主要股指跌至两个多月来的最低水平。尽管英伟达 和沃尔玛发布了强劲财报，市场早盘一度上涨，但突如其来的抛售潮令所有涨幅化为乌有，并让华尔街 交易员对这场暴跌的真正原因感到困惑。 Monkam指出， 随着加密货币进入熊市区域，跨资产去杠杆级联尚未结束。加密货币由散户主导，而散户自 春季以来一直引领市场走高——脆弱性显而易见。 从技术面来看，高盛还指出，系统性交易策略(CTA)加速抛售，该策略此前持有极高多头仓位，目前已 突破短期阈值，正逼近6456点的中期阈值，一旦市场触及或跌破该水平，可能会引发规模更大的系统性 卖盘。另一方面流动性堪忧，数据显示，标普500指数的流动 ...

来源：中国基金报 【导读】美股全线收跌，纳指跌近500点；交易员加大对美联储降息的押注，美联储官员提示三大金融 稳定风险隐患 中国基金报记者 郭玟君 美国三大股指全线收跌，道指跌0.84%，报45752.26点；标普500指数跌1.56%，报6538.76点；纳指跌近 500点，跌幅达2.15%，报22078.05点。 道琼斯工业平均(DJI) W 11-20 16:20:01 45752.26 0.00 昨收 46138.77 成交额 -386.51 -0.84% 今开 46567.51 成交量 0 上涨 0 平盘 0 下跌 0 最高价 46856.75 30.1 市盈率 -2.10% 近20日 8.67 最低价 45728.93 市净率 7.54% 今年来 સ્ત્ર B4 日K 五日 [0] 叠加 1.56% 45420.79 -1.56% 09:30 16:00 | W | | 标普500(SPX) | | | | | --- | --- | --- | --- | --- | --- | | | | 11-20 16:20:01 | | | | | 6538.76 | | 昨收 | 6642.16 ...

【跟踪牛人动态】超3000名"专业选手"如何调仓？最牛选手单只标的浮盈超400% 【头条要闻】 美股"过山车式"大跳水！标普创4月来最惨一日，降息疑虑与避险情绪笼罩市场 美股周四高开低走并大幅收跌。道指与纳指均出现超1100点宽幅震荡。市场继续评估英伟达的财报以及 延迟发布的美国9月非农数据。同时投资者已不再预期美联储12月再次降息。美股分析师Hannah Erin Lang表示，美股大幅高开后迅速转跌，动能丧失的首要原因是人工智能的提振似乎是短暂的。尽管英 伟达的财报似乎恢复了对AI交易的一些信心，但这种信心提振仅是昙花一现，信息技术板块今天在标 普500指数中领跌。 9月"迟到"非农数据超预期 美联储内部分歧难消 12月降息的可能性继续下降 数据显示，美国9月季调后非农就业人口新增11.9万人，预期5万人。美国9月平均每小时工资年率 3.8%，预期3.7%，前值由3.7%修正为3.8%；9月平均每小时工资月率0.2%，预期0.3%，前值由0.3%修 正为0.4%。失业率数据则表现不佳，9月失业率为4.4%，预期4.3%，前值4.3%。美联储政策制定者现在 面临的重大决策是：就业市场这种方向不确定的信号，能 ...

昨夜， 英伟达的超预期财报叠加"金发姑娘"式的非农数据（新增就业超预期但失业率上升），双重利好。 美股三大股指集体大幅高开，标普500指数一度超过1.4%，纳斯达克指数更是飙升2.18%。 但到尾盘时全线重挫，标普500指数收跌1.56%，纳斯达克指数更是暴跌2.16%。 这种情况此前只发生过两次：2020年4月7日（新冠疫情冲击后）和2025年4月8日（特朗普关税冲击后）。 英伟达业绩利好昙花一现，同样上演高开后大跳水：盘中涨超5%后，收跌3%。 费城半导体指数从早盘大涨转为收盘暴跌近4.8%。 分析认为当利好消息都无法推动市场上涨时，这本身就成为了一个强烈的看空信号，触发了美股大规模的获利了结和技术性抛售。 美股上演四月关税风暴来最大盘中逆转 乐观情绪风云突变，美股上演"高开低走"大逆转。美股三大股指悉数转跌，并持续扩大跌幅。 最终，标普500指数收跌103.40点，跌幅1.56%，报6538.76点。 道琼斯工业平均指数收跌386.51点，跌幅0.84%，报45752.26点。 纳指收跌486.181点，跌幅2.16%，报22078.048点。 市场质疑英伟达："卖铲人"不会说山里没金子 盘前， 9月非 ...

Two Americans and two Chinese nationals are accused of secretly funneling advanced Nvidia artificial intelligence (AI) chips to China, a plot prosecutors say threatened U.S. national security and violated strict export controls. The Department of Justice said in a news release that Hon Ning "Mathew" Ho, 34, a U.S. citizen born in Hong Kong and living in Tampa, Florida; Brian Curtis Raymond, 46, of Huntsville, Alabama; Cham "Tony" Li, 38, a Chinese national living in San Leandro, California; and Jing "Harry" ...

Nvidia CEO Jensen Huang is urging the U.S. and China to improve trade relations, arguing that access to the Chinese market is essential for American competitiveness in artificial intelligence (AI). In an interview that aired Thursday on FOX Business Network's "The Claman Countdown," Huang said the U.S. must regain access to the Chinese market to maintain its global standing."It is clear that we really need America to go back into the Chinese market to be able to compete there," Huang said. "It's good for th ...

【导读】美股全线收跌，纳指跌近500点；交易员加大对美联储降息的押注，美联储官员提示三大金融稳定风险隐患 中国基金报记者 郭玟君 大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指全线收跌，美国科技七巨头全线收跌，中概股普遍下跌。最新数据出炉后，交易员加大对美联储降息的押注。美联储官员提 示资产估值过高等三大金融稳定风险隐患。 美国三大股指全线收跌 美国三大股指全线收跌，道指跌0.84%，报45752.26点；标普500指数跌1.56%，报6538.76点；纳指跌近500点，跌幅达2.15%，报 22078.05点。 | 道琼斯工业平均(DJI) | W | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 11-20 16:20:01 | | | | | | | | 0.00 | | 45752.26 | 昨收 | 46138.77 | 成交额 | | | -386.51 -0.84% | | | 今井 | 46567.51 | 成交量 | 0 | | 上涨 | | 0 | 平盘 | 0 | 下跌 | 0 | | 最高价 | | 46856. ...