Tech Growth Reimagined: Inside Global X's Launch of NYSX Global X just gave investors more optionality with regard to the Invesco QQQ ETF (QQQ). The firm just launched the Global X NYSE 100 ETF (NYSX), designed to track the NYSE 100 Index. This would give investors a concentrated play on the 100 largest and most innovative companies listed across the New York Stock Exchange, NYSE American, NYSE Arca, Nasdaq, and CBOE BZX exchanges. "This launch marks a significant milestone in Global X's evolution ...

金吾财讯 | 纳斯达克中国金龙指数盘初跌1.89%，小马智行(PONY)跌7.11%，小鹏汽车(XPEV)跌 5.30%，名创优品(MNSO)跌3.80%，联电(UMC)跌3.44%，再鼎医药(ZLAB)跌3.34%，百度(BIDU)跌 2.78%，网易(NTES)跌2.65%，台积电(TSM)跌2.47%，腾讯音乐(TME)跌2.47%。 金吾财讯 | 纳斯达克中国金龙指数盘初跌1.89%，小马智行(PONY)跌7.11%，小鹏汽车(XPEV)跌 5.30%，名创优品(MNSO)跌3.80%，联电(UMC)跌3.44%，再鼎医药(ZLAB)跌3.34%，百度(BIDU)跌 2.78%，网易(NTES)跌2.65%，台积电(TSM)跌2.47%，腾讯音乐(TME)跌2.47%。 ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang + ...

记者丨金珊 编辑丨黎雨桐 3月26日， 欧洲主要股市集体低开低走，截至发稿， 欧洲斯托克50指数跌1.3%， 德国DAX指数跌1.49%，英国富时100指数跌1.1%，法国 CAC40指数跌0.97%。 | 英国富时100 | 法国CAC40 | 德国DAX | | --- | --- | --- | | 9996.16 | 7770.65 | 22614.49 | | -110.68 -1.10% -75.90 -0.97% -342.59 -1.49% | | | | 意大利MIB | 俄罗斯MOEX | 欧洲STOXX50 | | 43535.36 | 2828.31 | 5576.01 | | -477.93 -1.09% -11.83 -0.42% | | -73.32 -1.30% | 美国股指期货全线下挫，截至发稿， 道琼斯指数期货跌0.66%，纳斯达克100指数期货跌0.86%， 标普500指数期货跌0.73%。 美股科技巨头盘前普跌，特斯拉、英伟达、脸书均跌超1%。 美股芯片概念盘前集体走弱， 其中，存储板块跌幅较大，闪迪跌近4%，美光科技、西部数据跌近3%，希捷科技跌超2%。此外， 英特尔 ...

If you're starting off investing, it can be a bit intimidating to create a portfolio that gives you exposure to some of the biggest investment trends. Right now, there isn't a trend much bigger than artificial intelligence (AI) investing, and even though the market is in a bit of a lull due to geopolitical instability, I think these stocks make for an excellent starting point.If I had to start my portfolio over, these five stocks would be the first I'd invest in right now, as they are the most compelling bu ...

马斯克计划设立半导体工厂Terafab，力争每年生产按消耗电力换算相当于1太瓦规模的AI半 导体。据他表示这是当前全球供应能力的50倍。有估算认为，生产1太瓦半导体需要5~13万 亿美元的设备投资，金额过于庞大…… 美国企业家埃隆·马斯克正面向量产人工智能（AI）半导体，展开继电动汽车和航天业务之后 的第三次押注。将建设堪称"美国版台积电"的先进工厂，用于处理AI的庞大数据。通过特斯 拉和SpaceX颠覆产品制造常识的马斯克，此次将面临估算额高达13万亿美元的巨额费用。 马斯克提出的构想是，作为其执掌的特斯拉与SpaceX的共同业务，在美国南部得克萨斯州奥 斯汀设立半导体工厂"Terafab"。 马斯克于2月将AI开发公司xAI并入SpaceX，还让开发AI机器人的特斯拉向SpaceX出资，推 进了旗下企业的联盟化。马斯卡将AI视为整个企业群的增长战略，为了确保各公司使用的半导 体，将启动自主进行量产的宏大项目。 | 马斯克以Al 为核心整合企业群 | | | --- | --- | | 特斯拉 | 自动驾驶EV、人形机器人"擎天柱u" AI半导体开发 | | SpaceX | 人造卫星与太空数据中心 | | ...

Last year, Walmart (WMT +0.82%) announced that it was switching to the Nasdaq exchange because it aligned better with Nasdaqʻs "technology-forward" approach. Thereʻs certainly a case to be made there, but Walmart also has something else in common with many tech stocks -- a high valuation. The consumer staple megacap is trading at 43 times earnings and 40 times forward earnings. Recently, analysts at Erste Group downgraded Walmart stock to a hold based on its high valuation. Investors have followed suit, as ...

Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia - 24/7 Wall St. S&P 5006,601.60 -0.12% Dow Jones46,473.40 -0.02% Nasdaq 10024,184.20 -0.22% Russell 20002,532.82 -0.17% FTSE 10010,093.80 +0.77% Nikkei 22553,743.00 +0.68% Stock Market Live March 25, 2026: S&P 500 (SPY) Roller Coaster Ride Continues Investing Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia By Omor Ibne EhsanPublished Mar 25, 12:09PM EDT Quick Read Taiwa ...

TSM vs. AVGO: Which is a Better Semiconductor Stock? - 24/7 Wall St. S&P 5006,601.60 -0.12% Dow Jones46,473.40 -0.02% Nasdaq 10024,184.20 -0.22% Russell 20002,532.82 -0.17% FTSE 10010,093.80 +0.77% Nikkei 22553,743.00 +0.68% Stock Market Live March 25, 2026: S&P 500 (SPY) Roller Coaster Ride Continues Investing TSM vs. AVGO: Which is a Better Semiconductor Stock? By Vandita JadejaPublished Mar 25, 12:08PM EDT Quick Read How to Add Us to Google News Sending You to Google News in 3 Chip maker Taiwan Semicondu ...

证券研究报告 | 行业策略 gszqdatemark 2026 03 25 年 月 日 电子 2026 年度策略：算力闭环加速，重塑价值新锚点 存储：AI 存力大时代已至。本轮存储有何不同？我们认为，本轮存储行情 已经跳出此前的周期循环，进入人工智能重塑底层逻辑的成长大时代。从 存储板块业绩表现来看，台股存储业绩不断提升，其中南亚科因 DDR4 涨 价迅猛表现尤为亮眼，业绩层面进一步确认景气度，存储板块的业绩确定 性也不断提升。从国内公司来看，我们认为在供需紧缺背景下，能拿到稳 定、高品质颗粒供给的模组厂商有望充分受益于 AI 时代供需紧缺下存储 升级+涨价+国产化三重β，业绩弹性显著、估值提升空间广阔。存储是有 业绩（有安全边际）、有长逻辑（AI+国产化）的板块，我们看好存储涨价 周期持续，重视 AI 存力大时代投资机遇。 PCB：AI 硬件架构与性能升级推动 PCB 价值量加速通胀。在产能紧缺背 景下，行业进入新一轮 AI 资本开支周期，各大厂商纷纷着手加速推进产 能建设，把握需求热潮。进入 2026 年我们预计 PCB 行业高景气度仍将持 续，一方面，经历 2025 年 GB200 服务器的产能及良率爬 ...