The Meta Platforms TradeThe NVDA TradeArk Invest reduced its position in NVIDIA by selling 154,441 shares across ARKF, ARKK, and ARKW, totaling approximately $26.6 million at a closing price of $171.24. TThis move aligns with concerns highlighted by Scott Galloway, who warned of potential overvaluation in AI-centric companies. The tech sector’s high expectations could lead to significant market corrections, according to the report.The AMD TradeArk Invest also sold 38,245 shares of  AMD through ARKK and ARKW ...

Although artificial intelligence (AI) technology itself isn't new, the popularity of AI apps and tools has thrown it fully into the mainstream. And in true big tech fashion, where there's an increase in eyeballs, there's an increase in their spending.Over the past few years, major hyperscalers -- companies like Microsoft, Amazon, and Alphabet that power a lot of the digital world -- have spent billions building out their AI infrastructure. It seems these checks are only going to get bigger, too. Major tech ...

消息面上，在美股收盘后不久，美国总统特朗普宣布："应伊朗政府请求，特此声明：我将把针对（伊朗）能源设施的打 击再推迟10天，至美国东部时间2026年4月 6日晚8点。" 隔夜美股全线重挫 美东时间3月26日，美股三大指数全线重挫，截至收盘，标普500指数大跌1.74%，纳指大跌2.38%，录得2月28日美以伊开战后的最大单日跌幅；道指跌1.01%。 隔夜美股市场，三大指数全线大跌，纳指大跌超2%，创2025年11月20日以来的最大单日跌幅，大型科技股普跌，芯片股集体重挫。欧洲主要指数亦全线收跌，欧洲 斯托克50指数、德国DAX30指数跌超1.5%。国际油价大幅走高，WTI原油期货大幅收涨超4% ，布伦特原油期货大涨超5%。 不过，北京时间3月27日亚太早盘， 美股期指走高， 三大期指集体反弹超0.3％ 。 国际贵金属走高，现货黄金涨0.51%，报4400.09美元/盎司； 现货白银升至69 美元/盎司，日内上涨1.56%。 此外，国际油价 早盘 下挫，WTI原油跌1.00%，报93.531美元/桶。 美股大型科技股集体大跌，Meta暴跌近8%，台积电ADR大跌超6%，英伟达大跌超4%，谷歌A、特斯拉大跌超3% ...

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 ...

Taiwan Semiconductor Manufacturing (NYSE: TSM) is off to a strong start this year, despite the tech sector downturn. It's up 13% year to date as of March 24 due to its crucial role in artificial intelligence (AI) chip manufacturing. TSMC has traditionally had a cyclical business, and after its recent growth, there's concern that the valuation is getting frothy. However, revenue projections indicate that this tech giant still has ample room to grow. Will AI create the world's first trillionaire? Our team ju ...

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 | | ...