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科技股获逢低买盘英伟达涨近3%,挪威邮轮暴泻超10%,美债遭猛烈抛售,白银跳水跌超3%
Di Yi Cai Jing· 2026-03-02 23:40
科技股获逢低买盘抄底。 *三大股指分化,道指跌0.15%; *10年期美债收益率重返4%以上; *苹果发布新款iPad Air 和iPhone 17e。 由于投资者担忧中东冲突持续,可能扰乱全球贸易通道并重新推升通胀压力,周一美股期货盘前下跌超 1%。开盘后,三大股指受科技股逢低买盘推动逐步收复失地,收盘涨跌互现,市场继续关注美以伊战 局进展。 截至收盘,道指跌73.14点,跌幅0.15%,报48904.78点,纳指涨0.36%,报22748.86点,标普500指数涨 0.04%,报6881.62点。由于受油价飙升与战争不确定性拖累,稍早收盘的德国和法国股市跌幅均超 2%。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 48904.78 | 22748.86 | 6881.62 | | -73.14 -0.15% +80.65 +0.36% +2.74 +0.04% | | | 【热门股表现】 明星科技股获逢低买盘支持涨多跌少,英伟达涨2.93%,微软涨1.48%,Meta涨0.83%,苹果和特斯拉涨 0.20%,苹果公司周一发布新款iPad Air 和iP ...
Stocks Bounce from Session Lows Despite Iran War | The Close 3/2/2026
Bloomberg Television· 2026-03-02 23:29
>> THE COUNTDOWN IS ON. EVERYTHING YOU NEED TO GET THE EDGE AT THE END OF THE MARKET TODAY. THIS IS "THE CLOSE." ROMAINE: TO WHAT DEGREE WILL THE U.S. WAR WITH IRAN AFFECT FINANCIAL MARKETS.LIVE IN NEW YORK, I'M ROMAINE BOSTICK. KATIE: KICKING OFF THE CLOSING BELL. THE S&P 500 WAS LOWER.IT HAS TAKEN BACK THOSE LOSSES. HIGHER BY 0.3%. WE ARE SEEING A BIG SELLOFF WHEN IT COMES TO THE U.S. TREASURY MARKET.INITIALLY YOU DID SEE THAT A KNEE-JERK HAVEN BID COME IN. 10 YIELDS HIGHER BY 11 BASIS POINTS AS INVESTORS ...
神玑“单挑”英伟达:蔚来要赌AI时代算力话语权
Core Insights - The automotive industry's shift towards "intelligentization" is accelerating, particularly in the chip sector, as evidenced by NIO's announcement of a successful financing round for its chip subsidiary, Anhui Shenji Technology Co., Ltd, raising over 2.2 billion RMB with a post-investment valuation nearing 10 billion RMB [1][11] - The financing round attracted a mix of local state-owned enterprises and industry capital, indicating strong confidence in the semiconductor sector and NIO's strategic direction in autonomous driving and embodied intelligence [1][2] - NIO retains a 62.7% stake in Anhui Shenji, while external investors hold 27.3%, with 10% allocated for management incentives, allowing NIO to maintain control over core technologies while alleviating financial pressure [1][3] Company Developments - Anhui Shenji's financing comes at a pivotal moment as the global supply chain is being reshaped and AI technology is rapidly advancing, positioning car-mounted chips as strategic assets for automakers [2][6] - The "Shenji NX9031" chip, the world's first mass-produced 5nm automotive-grade high-performance driving chip, exemplifies NIO's commitment to self-research and development, avoiding reliance on ARM's public licenses [3][4] - The NX9031 chip features over 50 billion transistors, a 32-core CPU architecture, and a self-developed ISP capable of processing 6.5G pixels per second, providing significant cost advantages and performance improvements for NIO vehicles [4][5] Industry Trends - The automotive industry is undergoing a transformation where AI capabilities and chip performance are becoming the core competitive advantages, moving beyond traditional vehicle components [8][9] - Major players in the automotive sector, including Xpeng and Li Auto, are also investing heavily in chip development, indicating a broader industry trend towards self-reliance in AI technology [7][10] - The successful financing of Anhui Shenji reflects a revaluation of technology investments in the automotive sector, highlighting the strong market demand for advanced semiconductor capabilities [11]
The SaaSpocalypse Has Arrived…Or Has It?
Investing Caffeine· 2026-03-02 22:59
The SaaSpocalypse Has Arrived…Or Has It? March 2, 2026 at 3:59 pm Well, the new month has started with a bang. Financial markets have not only experienced a bang from another military strike on Iran, but also an explosion of AI paranoia. As hundreds of billions of AI investment dollars flood into the economy, fears are intensifying that the AI displacement of workers could have a detrimental impact on the economy and financial markets.The Monthly ScorecardIt was a mixed performance in the market last mont ...
隔夜美股 | 三大指数涨跌不一 Circle(CRCL.US)涨超15% 国际原油涨超6%
智通财经网· 2026-03-02 22:44
智通财经APP获悉,周一,美股低开高走,道指盘中一度下跌近600点。但此后股指反弹,道指挽回早 间大部分损失,纳指与标普指数收高。 【美股】截至收盘,道指跌73.14点,跌幅为0.15%,报48904.78点;纳指涨80.65点,涨幅为0.36%,报 22748.86点;标普500指数涨2.74点,涨幅为0.04%,报6881.62点。Circle(CRCL.US)涨超15%,伯克希尔 哈撒韦(BRK.A.US、BRK.B.US)跌超4.9%。纳斯达克中国金龙指数收跌1.08%,阿里巴巴(BABA.US)跌 1%。 经济学家:2月美制造业扩张创半年新低 关税不确定性令利润承压。标普全球市场财智首席商业经济学 家Chris Williamson表示,2月份美国制造业录得自去年7月以来最疲软的扩张,这进一步表明近几个月 整体经济增长步伐有所放缓。由于客户订单近乎停滞,产出增长放缓,其中出口下降尤为剧烈。工厂薪 资增长也几乎没有变化,因为对订单健康状况的担忧导致企业在增加员工数量方面愈发迟疑。 Williamson指出,企业经营经常受到极端天气的干扰,这掩盖了对经济增长潜在实力的观察,并暗示在 天气好转后可能会看到 ...
三大指数涨跌不一 Circle(CRCL.US)涨超15% 国际原油涨超6%
Zhi Tong Cai Jing· 2026-03-02 22:41
周一,美股低开高走,道指盘中一度下跌近600点。但此后股指反弹,道指挽回早间大部分损失,纳指 与标普指数收高。 【美股】截至收盘,道指跌73.14点,跌幅为0.15%,报48904.78点;纳指涨80.65点,涨幅为0.36%,报 22748.86点;标普500指数涨2.74点,涨幅为0.04%,报6881.62点。Circle(CRCL.US)涨超15%,伯克希尔 哈撒韦(BRK.A.US、BRK.B.US)跌超4.9%。纳斯达克中国金龙指数收跌1.08%,阿里巴巴(BABA.US)跌 1%。 【欧股】德国DAX30指数跌684.17点,跌幅2.70%,报24627.94点;英国富时100指数跌134.79点,跌幅 1.24%,报10775.76点;法国CAC40指数跌186.43点,跌幅2.17%,报8394.32点;欧洲斯托克50指数跌 153.41点,跌幅2.50%,报5985.00点;西班牙IBEX35指数跌500.25点,跌幅2.72%,报17860.55点;意大 利富时MIB指数跌958.39点,跌幅2.03%,报46251.50点。 【金属】现货黄金涨0.8%,报5322.44美元;现货白银报 ...
Defense Tech in Focus As Iran Conflict Widens | Bloomberg Tech 3/2/2026
Bloomberg Technology· 2026-03-02 22:16
>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH." I’M CAROLINE HYDE IN NEW YORK. LET’S GO STRAIGHT TO OUR TOP STORY TODAY, THE WAR WITH IRAN.THE CONFLICT CONTINUES TO RERELINQUISH INVITE. PRESIDENT TRUMP SAYS THE BOMBING CAMPAIGN AGAINST IRAN CAN LAST FOR WEEKS. WE ARE AWAITING MORE UPDATES FROM THE PRESIDENT THIS HOUR, BUT WE WANT TO BRING YOU THE LATEST FROM JERUSALEM, ON THE GROUND THERE IN ISRAEL.WHAT IS IT ...
10 Most Popular Stocks Among Hedge Funds: December 31, 2025 Rankings
Insider Monkey· 2026-03-02 22:06
At Insider Monkey, we don’t just “watch” the market; we command it by tracking over 1,000 of the world’s most successful billionaires and hedge fund managers. Every quarter, we strip away the noise to reveal their highest-conviction consensus stock picks. Imagine having a private army of 1,000+ of the sharpest financial minds on the planet working exclusively for you—hand-delivering their definitive verdict on the best stocks to buy every single quarter. By aggregating this massive sea of “smart money” data ...
TSX rises with oil prices, U.S. stock markets mixed after Iran strike
Investment Executive· 2026-03-02 22:05
He said he is not surprised to see more calmness in the market than many would have expected.The April crude oil contract was up US$4.21 at US$71.23 per barrel.“I think this just goes to show you how the balance of production of energy is in the world today. Obviously, the United States being the largest producer of oil in the world, definitely calms the waters a lot more,” Small said.Elsewhere in the Canadian market, shares of Saskatoon-based Cameco gained 10.5%. Prime Minister Mark Carney inked a deal wit ...
X @Bloomberg
Bloomberg· 2026-03-02 21:50
US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company https://t.co/90wTir02lh ...