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Market Volatility and Corporate Shifts Dominate Financial News
Stock Market News· 2025-11-08 05:38
Key TakeawaysThe Nasdaq Composite experienced its largest weekly percentage drop in approximately seven months, signaling concerns about an "AI bubble" and impacting major tech stocks.Pfizer (PFE) emerged victorious in a fierce bidding war for weight-loss start-up Metsera, securing the acquisition for $10 billion.UPS (UPS) has grounded its entire fleet of McDonnell Douglas MD-11 aircraft following a deadly crash in Louisville, Kentucky.Binance Founder CZ expressed surprise at President Trump's pardon, a mov ...
X @Bloomberg
Bloomberg· 2025-11-08 05:28
Nvidia CEO Jensen Huang said he had asked TSMC for more chip supplies as artificial intelligence demand remains strong https://t.co/mhYeoYconk ...
关键数据再“缺席”!美联储降息大消息
Zheng Quan Shi Bao· 2025-11-08 00:22
周五(11月7日),欧美股市收盘涨跌不一,科技股回调拖累纳斯达克指数表现。 当天,美国三大股指收盘涨跌不一,道琼斯工业指数涨0.16%报46987.1点,标普500指数涨0.13%报6728.8点,纳斯达 克指数跌0.21%报23004.54点。本周,道琼斯工业指数跌1.21%,标普500指数跌1.63%,纳斯达克指数跌3.04%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 46987.10 | 74.80 | 0.16% | 10.44% | | 纳斯达克指数 | 23004.54 | -49.45 | -0.21% | 19.13% | | 标普500 | 6728.80 | 8.48 | 0.13% | 14.40% | 欧洲三大股指收盘全线下跌,德国DAX指数跌0.77%报23550.71点,法国CAC40指数跌0.18%报7950.18点,英国富时 100指数跌0.55%报9682.57点。本周,德国DAX指数跌1.7%,法国CAC40指数跌2.1%,英国富时100指数跌0.36%。 | | | ...
关键数据再“缺席”!美联储,降息大消息
Zheng Quan Shi Bao· 2025-11-08 00:10
周五(11月7日),欧美股市收盘涨跌不一,科技股回调拖累纳斯达克指数表现。 由于创纪录的政府"停摆",导致劳动力市场以及其他许多重要指标缺乏官方数据,美联储12月降息决策将再度陷入"盲飞"状态。 早前经济学家曾预计,10月非农就业岗位将减少6万个,失业率上升至4.5%。 当天,美国三大股指收盘涨跌不一,道琼斯工业指数涨0.16%报46987.1点,标普500指数涨0.13%报6728.8点,纳斯达克指数跌0.21%报23004.54点。本周, 道琼斯工业指数跌1.21%,标普500指数跌1.63%,纳斯达克指数跌3.04%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 46987.10 | 74.80 | 0.16% | 10.44% | | 纳斯达克指数 | 23004.54 | -49.45 | -0.21% | 19.13% | | 标普500 | 6728.80 | 8.48 | 0.13% | 14.40% | 欧洲三大股指收盘全线下跌,德国DAX指数跌0.77%报23550.71点,法国CAC4 ...
台积电芯片明年涨8-10% iPhone 18成本将大增
Jing Ji Ri Bao· 2025-11-07 23:25
美国科技媒体引述爆料人士发布的信息指出,台积电已通知苹果等主要客户,为反映庞大资本支出与初 期良率的挑战,明年起5nm以下先进制程将涨价约8%-10%。意味着iPhone 18可能面临芯片成本大幅上 升的挑战。 业界指出,台积电9月通知客户2026年续涨价个位数百分比,连续第四年涨价,也有传闻是将从2026年 起连续涨四年。研究机构与法人先前预测,先进制程2026年报价有望看涨3%至10%不等,连续四年反 应生产成本垫高,但认为涨幅仍属温和。 台积电历年涨价状况,包括在2020-2021年两度取消年初的销货折让,2023年因产能供不应求、通膨与 生产成本提升等综合考虑和客户沟通调高报价,涨幅个位数百分比且维持此例行操作至今,预期2026年 先进制程仍将持续反应生产成本。 2nm制程首度采用环绕闸极(GAA)电晶体技术,大幅提升性能与功耗效率,成本与价格也同步飙升。 产业分析师预测,2nm制程的价格预料将比3nm高出至少50%。明年问世的iPhone 18 Pro系列的A20芯 片,可望是首款采用2nm芯片的产品。媒体报道推估,2nm制程的A20芯片单价为280美元左右,将是 iPhone最贵的零组件,若苹果选 ...
These Analysts Predict an AI Sell-Off. Here's the Long-Short Trade They Suggest
Investopedia· 2025-11-07 17:00
Big Tech's AI investments will likely weigh on valuation metrics, according to BCA Research. Michael Nagle / Bloomberg via Getty Images Close Key Takeaways The boom-bust cycle that has lately powered a pullback in cryptocurrencies and precious metals is coming for AI stocks, according to BCA Research. And they have an idea for how to play it. BCA's analysts this week recommended going long Korean and Taiwanese chipmakers while shorting the U.S. hyperscalers—the tech giants Microsoft (MSFT), Alphabet (GOOG), ...
Taiwan Semiconductor Sets Up After 49% Gain; Nears All-Time Highs
Investors· 2025-11-07 16:30
10/31/2025Big technology names Nvidia, Palantir, and Taiwan Semi rejoined the IBD 50 growth list. Arista Networks is there, too. 10/31/2025Big technology names Nvidia, Palantir, and Taiwan Semi rejoined the... INVESTING RESOURCES TRENDING: Meet The Titan Investor Of The Magnificent 7 Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience. Where is Taiwan Semiconductor (TSM) headed now that it firmly holds a pla ...
TSMC, Samsung… And Maybe Intel? Why Tesla's Chip Strategy Is Trying To Cover Every Foundry
Benzinga· 2025-11-07 16:26
Elon Musk has a new problem — and it's not demand for Tesla Inc‘s (NASDAQ:TSLA) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and more like a semiconductor executive.Track TSLA stock here.Musk revealed that Tesla is already working with both Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) and Samsung Electronics Co., Ltd (OTCPK:SSNLF) to manufacture its upcomin ...
今夜!大跳水!
Sou Hu Cai Jing· 2025-11-07 16:24
| く | | | 纳斯达克中国金龙指数(.HXC) 交易中 11-07 10:52:15 美东时间 | | Q C | | --- | --- | --- | --- | --- | --- | | 7955.23 | | | | | L1 : | | -179.61 -2.22% | | | | | | | 今 开 | 8047.08 | 高 最 | | 8047.08 成交量 | 0 HB | | 品 收 | 8134.84 | 最 保 | | 7927.57 振 幅 | 1.47% | | 消 家 | 13 | 家 ने | | 跌 家 3 | 67 | | 相关 ETF 1 | | | | 中概互联网 ETF -1.77% 成分股占比 100% > | | | 分时 | 五日 | 日K | 周K | 一年 更多▼ | 0 | | 8200.00 | | | | | 0.80% | | 8150.00 | | | | | 0.19% | | 8100.00 | | | | | -0.43% | | 8050.00 | | | | | -1.04% | | | | | | | -1.66% | | | ...
今夜!大跳水!
中国基金报· 2025-11-07 16:14
【导读】 股市下跌,科技股再次疲软 中国基金报记者 泰勒 大家好啊,今晚美股依旧不平静,继续跳水!一起看看发生了什么事情。 美股又跳水 11月7日晚间, 随着科技泡沫担忧加剧,人工智能估值担忧笼罩着全球投资者。美股三大指数下跌,道指跌约200点,科 技股为主的纳指跌超1.6%,标普500指数跌约1%。 纳斯达克指数正走向自四月"关税引发的抛售潮"以来最糟糕的一周——彼时英伟达和苹果等巨头主导的指数一度跌入熊 市。 中概股指数跌超2%。 不过,部分市场参与者仍寄望于漫长的美国政府关门结束以及美联储在12月可能降息,或能减轻美股压力。投资者也在关 注最高法院对特朗普广泛关税合法性的质疑态度,以及三季度企业财报的推进情况。 热门的AI科技股集体下跌。 | 了 筛选 | | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | --- | | 安谋 | VM | 148.66 | -6.06% | | us ARM | | | | | Applovin Corporation ۱۸ | | 587.95 | -5.38% | | US APP | | | | | 美国超威公司 | 1 | 22 ...