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隔夜美股全复盘(6.26) | 英伟达涨逾4%,股价创新高再度成为全球市值最高的公司,黄仁勋称机器人技术是英伟达下一个万亿美元级别的增长机会

Market Overview - US stock indices experienced volatility, with the Dow Jones down 0.25%, Nasdaq up 0.31%, and S&P 500 flat [1] - The VIX index decreased by 4.12% to 16.76, indicating reduced market fear [1] - The US dollar index fell by 0.28% to 97.7, while the yield on the 10-year Treasury bond dropped by 0.116% to 4.292% [1] - Spot gold increased by 0.27% to $3332.02 per ounce, and Brent crude oil fell by 0.61% to $66.4 [1] Industry & Stocks - In sector performance, semiconductor, technology, and healthcare sectors rose by 0.9%, 0.85%, and 0.09% respectively, while other sectors including real estate and consumer staples saw declines [2] - Chinese concept stocks showed mixed results, with TSMC up 1.2% and Alibaba down 2.1% [2] - Major tech stocks mostly rose, with Nvidia increasing by 4.33% to become the world's most valuable company [3] - Nvidia's CEO highlighted robotics as a significant growth opportunity, alongside AI, with potential applications in autonomous vehicles [6][8] Company Highlights - QuantumScape announced significant advancements in manufacturing processes for solid-state batteries, improving production speed by approximately 25 times [4] - AeroVironment reported Q4 earnings of $1.61 per share, exceeding expectations, with revenue reaching a record $275.1 million [5] - Nvidia's quarterly sales in the automotive and robotics sector grew by 72% year-over-year, contributing to overall revenue growth [6][8] - Goldman Sachs advised caution regarding Tesla's Robotaxi service, citing operational challenges and a significant drop in EU sales by 40.5% in May [9][14]