智通财经APP获悉，周二，美股振荡走高。媒体驻白宫记者表示，关于下一任美联储主席的遴选，目前 尚无领跑者。一位美国高级官员证实，最终候选人名单尚未送交白宫。面试结束后，最终的推荐候选人 名单将提交给总统。美国财政部长表示，他尚未完成对下一任美联储主席人选的面试。 美国消费者信心创下4月以来最大跌幅。由于对劳动力市场和经济的担忧日益加剧，美国11月份消费者 信心出现了7个月来的最大降幅。周二公布的数据显示，美国11月谘商会消费者信心指数下降6.8点，至 88.7，低于经济学家的预估。谘商会首席经济学家Dana Peterson表示："消费者对影响经济因素的书面反 馈继续以提及价格和通胀、关税和贸易以及政治为主，并越来越多地提到联邦政府的关门。对劳动力市 场的提及有所缓和，但在其他高频主题中仍占据显著位置。11月份的总体基调较10月份略为负面。" 美国新财年首月赤字2840亿美元 停摆阴霾下财政前景堪忧。美国2026财年首月即录得2840亿美元预算 赤字，凸显特朗普政府在未来数年大幅削减联邦借贷规模的目标面临严峻挑战。财政部周二数据显示， 经日历差异调整后，10月赤字规模同比收窄29%。在关税收入再创新高的推动下 ...

Market Overview - The trading day ended with the Dow Jones Industrial Average up more than 600 points, a 1.4% increase, and the S&P 500 rising over 60 points, or 0.9% [6] - The Nasdaq composite finished higher by about 0.7%, with small and mid-cap stocks, particularly the Russell 2000, outperforming, up 2% [7] - Overall, 426 names in the S&P 500 gained ground, while only 74 declined, indicating strong market breadth [8] Company Performance - Alphabet shares have seen a significant year-to-date gain of approximately 70%, outperforming many competitors [5] - Autodesk reported a third-quarter EPS of $2.67, beating expectations of $2.50, with net revenue of $1.85 billion, slightly above the forecast of $1.81 billion [11] - Workday's after-hours share price increased by about 7% after it raised its full-year subscription revenue forecast, projecting fourth-quarter subscription revenue of $2.36 billion, above the estimate of $2.35 billion [13] - NetApp shares surged by 4% in after-hours trading after the company boosted its fiscal year adjusted EPS forecast and reported third-quarter net revenue expectations of $1.77 billion, exceeding estimates [15] - Urban Outfitters saw a significant increase in share price, up 9% in regular trading and 16% in after-hours, with third-quarter comp retail segment sales up 8%, surpassing the 5% estimate [25] Sector Insights - The technology sector experienced mixed results, with Alphabet hitting an all-time high while Nvidia shares fell by 2.6% [9][20] - Retailers showed strong performance, with Abercrombie and Fitch gaining about 36-37% after raising its 2026 net sales and EPS guidance [17] - Dell raised its full-year adjusted EPS outlook to $9.92, up from $9.55, and increased revenue guidance to a range of $11.2 billion to $12.2 billion [22][24]

英伟达还针对市场上将公司类比为安然、世通等历史会计欺诈案例的声音做出强硬否认。公司表示，英 伟达的业务基本盘稳健，财务报告透明完整，不存在利用特殊目的实体隐藏债务或人为夸大营收的行 为，也与上述丑闻案例毫无共同点。 一连串大额股东减持与外界对会计处理的质疑，使英伟达(NVDA.US)近期再度卷入关于人工智能估值 与泡沫的争论。面对愈演愈烈的负面声音，公司罕见采取积极反击姿态。据多位华尔街消息人士证实， 英伟达投资者关系团队在周末向分析师发送了一份长达七页的内部备忘录，逐条回应至少十二项关键指 控。 备忘录首先回应了"大空头"原型人物Michael Burry此前在社交媒体上发布的批评。Burry指控英伟达自 2018年以来的股票回购规模达1125亿美元，并认为股权激励摊薄严重。英伟达反驳称，过去六年实际回 购金额为910亿美元，Burry将RSU税款误算在内。公司强调，员工因为股价上涨受益并不意味着授予股 权激励时数量过度，不能与回购项目表现混为一谈。Burry随后回应称，他坚持自己的分析，未来将详 细阐述相关观点。 围绕客户折旧期过长、导致利润虚增的争议，英伟达在备忘录中称，其客户通常按照4到6年对GPU折 ...

Now, let's get into the tech trade with our next guest right here on set. Dan eyes from Wed Bush here to tell us how to play the AI revolution. Why he says we're not in a bubble.Dan on AI. This market has been ridiculously flighty. I'm old enough to remember when open AI was going to kill Google search and when the narrative was Apple's dead money because it missed AI with Apple intelligence and that Oracle is the fourth hyperscope.That was a recent one. You got to do your homework, not get caught up in eac ...

Core Insights - AI chipmakers Nvidia and Advanced Micro Devices (AMD) experienced significant declines in their stock prices due to competitive pressures highlighted by a potential deal involving Meta Platforms considering the use of Google's AI chips [2][7][9] Market Performance - Major U.S. equity indexes rose for the third consecutive session, with the Dow increasing by 1.4%, the S&P 500 gaining 0.9%, and the Nasdaq up by 0.7%, driven by investor optimism regarding potential interest rate cuts by the Federal Reserve in December [3] Company Highlights - Keysight Technologies (KEYS) saw its shares jump by 10% after exceeding quarterly earnings estimates, with a strong sales outlook attributed to demand from AI data centers. The company also announced a $1.5 billion share repurchase program [4] - Best Buy (BBY) reported better-than-expected same-store sales, revenue, and adjusted profit for the third quarter, leading to a share price increase of over 5%. The company raised its full-year outlook, citing consumer resilience and growth in computer, tablet, and gaming categories [6][9] - J.M. Smucker (SJM) stock fell by 3.7% after the company released its fiscal second-quarter earnings report, which, despite meeting expectations, included a disappointing full-year profit outlook [10] Sector Trends - Companies linked to the housing market continued to rise amid optimism about interest rate cuts, with Builders FirstSource (BLDR) stock surging nearly 9% [5]

Core Insights - A potential deal between Meta and Google to utilize Google's TPUs for Meta's AI models could be valued in the billions, posing a significant challenge to Nvidia's current market dominance [1] Group 1: Company Implications - The collaboration could enhance Meta's AI capabilities, allowing for more efficient processing and potentially leading to improved product offerings [1] - Google's TPUs may provide Meta with a competitive edge in the AI space, which could disrupt existing market dynamics [1] Group 2: Industry Impact - This partnership could lead to a shift in market share, particularly affecting Nvidia, which has been a leader in AI hardware [1] - The deal highlights the increasing competition in the AI hardware sector, as companies seek to leverage advanced technologies for their models [1]

当地时间11月25日，美股三大指数集体收涨，道琼斯指数上涨664.18点，涨幅1.43%；标普500指数涨0.91%；纳斯达克综合指数涨0.67%。 大型科技股走势分化，Meta涨超3%；谷歌、亚马逊涨超1%；AMD跌超4%；奈飞跌超2%；甲骨文跌超1%。 英伟达盘中一度跌超7%，截至收盘报177.82美元，跌2.59%，市值一夜蒸发1149.39亿美元（约合人民币8143亿元）。 据媒体报道，分析指出，谷歌这家搜索巨头在挑战英伟达最畅销AI加速芯片的努力中，正在取得实质进展。这促使投资者重新审视整个科技版图，以及股 市领军企业可能出现的更迭，因为市场对全新Gemini人工智能模型的好评如潮，再叠加对AI芯片的旺盛需求，正不断推高该公司股价。 分析师称，"大家都预期英伟达将迎来极为惊人的增长，现在市场自然而然会对竞争更加敏感。此前那种'只有英伟达会为数据中心扩张提供芯片'的叙事， 已经改变了。" 自三年前ChatGPT上线以来，分析师和技术专家都曾断言，谷歌在这场高赌注的AI竞赛中已经落后。现在，情况不再如此。 分析师称，"从某种意义上讲，谷歌一直是这场AI竞赛里的'黑马'。这头'沉睡的巨人'现在已经彻底醒了 ...

自三年前ChatGPT上线以来，分析师和技术专家都曾断言，谷歌在这场高赌注的AI竞赛中已经落后。现在，情况不再如此。 分析师称，"从某种意义上讲，谷歌一直是这场AI竞赛里的'黑马'。这头'沉睡的巨人'现在已经彻底醒了。" 当地时间11月25日，美股三大指数集体收涨，道琼斯指数上涨664.18点，涨幅1.43%；标普500指数涨0.91%；纳斯达克综合指数涨0.67%。 大型科技股走势分化，Meta涨超3%；谷歌、亚马逊涨超1%；AMD跌超4%；奈飞跌超2%；甲骨文跌超1%。 英伟达盘中一度跌超7%，截至收盘报177.82美元，跌2.59%，市值一夜蒸发1149.39亿美元（约合人民币8143亿元）。 | 英伟达 | | | | --- | --- | --- | | NVDA US 空 | | | | 177 820 "2 | 178.160 昨收 182.550 量比 1.10 | | | 169.550 市值 4.32万亿 换 | 1.33% | | | -4.730 -2.59% + | 174.910 市盈™ 43.56 额 539.78亿 | | | 异动解读：Meta转向谷歌TPU芯片+竞争担忧. ...

Hello everyone. The market is convinced that we have bottomed from the recent draw down in stocks and Bitcoin. The fourth company in history crossed a $4 trillion threshold yesterday. Amazon is launching a Starling competitor. And I join Maria Barto Romo to explain why tech is undervalued right now. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. We currently have 39,934 subscribers, but my goal is to get to 1 million of them. So, go ahead and hit th ...

Group 1 - The core point of the article highlights the positive and constructive atmosphere of the recent phone call between Chinese President Xi Jinping and U.S. President Donald Trump, which is deemed important for the stable development of China-U.S. relations [4][5]. - The U.S. stock market saw a collective rise, with the Dow Jones increasing by 664 points (1.43%), the S&P 500 up by 0.91%, and the Nasdaq rising by 0.67%. Notable movements included Meta rising over 3% and AMD dropping over 4% [5]. - International oil prices fell, with light crude oil futures for January closing at $57.95 per barrel, down by 1.51%, and Brent crude oil futures at $62.48 per barrel, down by 1.4% [6]. Group 2 - In the first ten months of the year, China issued a total of 2.478 billion green certificates, with 1.592 billion being tradable. In October alone, 370 million green certificates were issued [9]. - The National Space Administration of China aims to achieve high-quality development in the commercial space sector by 2027, focusing on efficient collaboration and significant industry growth [10]. - The Ministry of Commerce has extended the investigation period for import beef safeguard measures until January 26, 2026, due to the complexity of the case [8]. Group 3 - Alibaba Group reported a revenue of approximately 247.8 billion yuan for the second quarter of fiscal year 2026, reflecting a year-on-year growth of 15% after excluding the impact of sold businesses. However, operating profit decreased by 85% year-on-year [15]. - NIO delivered 87,100 vehicles in the third quarter, marking a year-on-year increase of 40.8% and a record high, with revenue reaching 21.79 billion yuan, up 16.7% year-on-year [15]. - Shanghai Jidu Auto Co., Ltd. has initiated a pre-restructuring process to attract new strategic investors and maintain core business operations [19].