Thursday was a bizarre day in the stock market. Investors are still scratching their heads over what caused a sudden and dramatic reversal around midday after a morning of solid gains, but there might be some clues in the latest bout of bitcoin selling. The Dow was up as much as 700 points in Thursday's session, as Nvidia earnings lifted the market, only to whipsaw in the other direction and end the day down 300 points. Why the herky-jerky price action? One explanation could be that AI bubble fears have ...

屏幕上一片血红，恐慌指数单日飙升15%，华尔街交易员们紧锁眉头，这个"黑色星期五"的折扣竟是全球投资者账户上的巨额缩水。 "这不仅仅是调整，而是一场完美风暴。"一位华尔街资深交易员在收盘后感慨道。原本期待年底行情的人们，此刻面对的却是美联储降息预期骤降、日本经 济陷入萎缩、AI泡沫显现裂痕的三重打击。 数据显示，美国标普500指数创下年内最大单周跌幅，欧洲斯托克600指数下挫至三个月低点，日经225指数单日暴跌逾3%。全球市场同步下跌的背后，是投 资者对前景的集体忧虑。 01 市场异动：全球股市遭遇"黑色星期五" 上周五，全球金融市场遭遇了一场突如其来的寒流。从纽约到伦敦，从东京到悉尼，主要股指集体大幅下挫，恐慌情绪迅速蔓延。 美国三大股指全线下挫，标普500指数跌破关键支撑位；欧洲市场同样惨淡，德国DAX指数跌幅超过1.5%；亚洲市场中，日经225指数的表现尤为惨烈。 这场全球性的抛售潮令投资者措手不及。一位香港基金经理坦言："几乎所有的避险按钮都被同时按下，市场找不到任何做多的理由。" 恐慌指数VIX单日飙升15%，创下近三个月新高，显示市场恐慌情绪急剧升温。与此同时，避险资产需求激增，黄金价格重新站上每 ...

Nvidia (NASDAQ:NVDA) reported some pretty stellar quarterly results, and with upbeat commentary from CEO Jensen Huang, it seemed like the "AI bubble†fears were off the table for a while, at least as of Thursday morning, when stocks bounced back with fury, only to shed the gains and then some going into the close. ...

当下，一场电力饥渴正席卷全球AI产业。2025年，OpenAI在德州阿比林规划4.5GW电力接入，相当于五座核电站的发电量；微软GPU集群因电力不足 而"吃灰"；北弗吉尼亚数据中心的项目排队"等电"长达数年……这些现象指向一个残酷现实：AI竞赛的核心正从算力芯片转向电力基建。 从"缺芯片"变为"缺电" "我们现在面临的最大问题，不再是算力资源过剩，而是电力——以及能否够快地在有电力的地方完成设施建置。"微软首席执行官萨提亚·纳德拉在最近 与OpenAI首席执行官萨姆·奥特曼对话的播客节目中坦言。他补充道："如果做不到这点，我们可能会有一堆芯片躺在仓库里却插不上电。" 缺电，让微软高价购买的显卡在仓库里吃灰 回顾过去几年，AI的能耗增长速度令人震惊。据国际能源署数据，2022年全球数据中心总耗电量约460太瓦时，占全球用电量的2%；到2026年，这一数据 将超过1000太瓦时，大约是整个日本2022年全年的用电量。 "一年多以前短缺的是芯片，接下来短缺的将是电力。"而就在一年之前，埃隆·马斯克在"博世互联世界2024"大会上的警告言犹在耳。几乎在同一时间， 萨姆·奥特曼在达沃斯论坛上也表达了类似担忧，承认人工智 ...

Nvidia shares continued to decline on Friday, extending the selloff that began after the company's latest earnings release. The chipmaker's strong results initially lifted its stock, but the gains rev... ...

The most significant decline since April...shouldn't have surprised any of us, aside from the most bullish of bulls, who thought that such a reckoning will "never" come. I presented an outline on why I believeJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust p ...

Core Insights - The integration of Artificial Intelligence (AI) in the U.S. healthcare industry has significantly increased, with 79% of healthcare organizations utilizing AI technology as of March 2024 [1] Group 1: AI Integration in Healthcare - AI is being integrated across various industries, including healthcare, with notable partnerships between pharmaceutical companies and AI tech firms [2] - Collaborations are expected to accelerate drug discovery, streamline clinical trials, and automate administrative tasks, potentially saving billions and enhancing operational efficiency [3][9] Group 2: Notable Pharma-Tech Collaborations - Eli Lilly is partnering with NVIDIA to create an "AI Factory" aimed at accelerating drug discovery by compressing decades of research into accessible intelligence [5] - Johnson & Johnson has been collaborating with NVIDIA to enhance surgical decision-making and training through real-time AI analysis in operating rooms [6] - AbbVie utilizes Palantir's Foundry platform for data management, which unifies data sources and streamlines clinical trial data, boosting operational efficiency [8] Group 3: Market Potential and Investment Opportunities - The global AI in healthcare market is projected to grow from $26.57 billion in 2024 to $505.59 billion by 2033, with a CAGR of 38.81% [10] - Vanguard Health Care ETF (VHT) has assets worth $16.2 billion, with significant weightage in Eli Lilly, AbbVie, and Johnson & Johnson, and has surged 12.3% year to date [11] - Health Care Select Sector SPDR ETF (XLV) has assets under management of $39.01 billion, also featuring major pharmaceutical companies, and has increased by 11.6% year to date [12][13]

今天分享的是：2025年中国智能芯片行业市场洞察报告 报告共计：28页 《2025年中国运动饮料行业市场研究报告》指出，运动饮料是针对运动中人体水分、电解质流失及能量消耗研发的功能性饮 料，通过科学配比补充水分、电解质、维生素等营养成分，分为电解质补充型、能量补充型、复合功能型三类，与普通饮料 在功能定位、成分配比、市场定位上差异显著，聚焦运动人群的特殊补给需求。行业发展始于20世纪90年代末，历经起步探 索、快速扩张阶段，现已进入成熟阶段，2023年市场规模超200亿元，年复合增长率保持10%左右，预计2030年突破600亿 元。消费群体集中在18-35岁年轻人，男性占比偏高但女性消费持续增长，地域上一线城市消费成熟，二三线城市增速较快， 西部及农村市场潜力逐步释放，健康意识提升、全民健身风潮及消费场景拓展（覆盖办公、户外、校园等）成为核心驱动因 素。竞争格局呈现国内外品牌共存态势，国内品牌如脉动、尖叫、健力宝凭借渠道优势和本土化创新占据重要份额，国际品 牌佳得乐、宝矿力水特依托技术与品牌影响力稳固市场，头部品牌主导市场的同时，新兴品牌通过差异化定位抢占细分领 域。产品创新聚焦低糖无糖、天然成分添加、功能复 ...

CVNA last traded at $313.25 a share after finding support at $285.02, which was double-bottom support dating back to June 2025. ...

Stocks have shown a lack of direction over the course of the trading day on Friday, with the major averages bouncing back and forth across the unchanged line following the substantial downturn seen in the previous session.Currently, the major averages are turning in a mixed performance. While the Dow is up 99.49 points or 0.2 percent at 45,851.75, the S&P 500 is down 12.67 points or 0.2 percent at 6,526.09 and the Nasdaq is down 139.21 points or 0.6 percent at 21,938.84.The choppy trading on Wall Street co ...