美股三大指数集体高开。 截至发稿，道指涨0.08%，纳指涨0.22%，标普500指数涨0.13%。 诺和诺德跌超2%，公司今天宣布CEO将辞职。 英伟达最新持仓曝光，相关概念股集体上扬，Applied Digital涨近12%，CoreWeave涨近8%，NEBIUS涨 超3%。 泽连斯基呼吁在俄罗斯拒绝全面停火情况下对其实施制裁。 美国总统特朗普15日在卡塔尔首都多哈表示，美国与伊朗就伊朗核问题全面协议条款达成"某种"共识， 美伊"接近达成"协议。前一天，伊朗最高领袖阿里·哈梅内伊的一名顾问接受美国媒体采访时说，伊朗 愿意放弃高丰度浓缩铀储备以换取美国解除对伊制裁。 谷歌股价上涨3%，消息上，文艺复兴科技Q1建仓ServiceNow、谷歌，大幅减持苹果。 热门中概股涨跌不一，禾赛涨超9%，哔哩哔哩美股涨超7%，高盛预计一季度游戏业务收入同比增长 71%。 现货黄金大跌，哈莫尼黄金、金田跌超3%。 特朗普强调，伊朗不能拥有核武器。 按照美联社说法，特朗普暗示，美伊围绕核协议条款"愈发一致"，不过没有作具体说明。他本周访问中 东地区期间重申，如果美伊谈判不成功，仍存在针对伊朗核设施发动军事行动的可能性。特朗普1 ...

智通财经5月16日电，英伟达最新持仓曝光，相关概念股集体上扬，Applied Digital涨近12%， CoreWeave涨近8%，NEBIUS涨超3%。 ...

Core Insights - The first quarter of 2025 has presented significant challenges for technology investors, with the S&P 500 facing struggles due to trade tensions and economic policy shifts, leading to dramatic market valuation compressions for innovative companies [1] - Current market conditions have created a rare buying opportunity across various emerging technology subsectors, with transformative companies trading at steep discounts to their potential future values [2] - For investors looking beyond current volatility, three diverse technology disruptors present compelling opportunities for portfolio positioning in the upcoming technological revolution [3] Company Insights Applied Digital - Applied Digital is at the forefront of a critical shift in artificial intelligence (AI) with a focus on power-efficient data infrastructure, despite an 8% year-to-date decline [4] - Morgan Stanley projects a potential 36GW power shortfall for U.S. data centers by 2028, positioning Applied Digital to capitalize on this emerging challenge [4] - The company has secured strategic investments from Nvidia and a $5 billion financing facility from Macquarie Asset Management, although it carries a substantial debt load of $479.6 million and ongoing net losses despite robust revenue growth [5] - The investment narrative for Applied Digital centers on infrastructure emerging as a strategic asset, potentially rivaling AI software in driving the next phase of computing innovation [6] Joby Aviation - Joby Aviation is emerging as a leader in electric urban air mobility, with its stock down 23% year to date, reflecting broader market struggles and industry volatility [8] - The company's air taxis can carry a pilot and four passengers at speeds up to 200 mph, significantly reducing travel times, and it is expanding its market presence through alliances with Virgin Atlantic and Delta Air Lines [9] - Joby plans to carry its first commercial passengers by late 2025 or early 2026, backed by over $933 million in cash reserves and a $500 million commitment from Toyota [10] - Success for Joby hinges on navigating complex FAA certification processes and establishing new regulatory frameworks for urban air mobility operations, which could impact commercialization timelines and costs [11] Poet Technologies - Poet Technologies has seen a 35% decline in shares year to date, presenting a compelling entry point for investors focused on optical infrastructure for AI networks [12] - The company's Optical Interposer platform integrates electronic and photonic components onto single chips, producing high-speed optical engines essential for next-generation data centers [12] - With AI development accelerating, TrendForce projects optical transceiver demand to grow at a 56.5% annual rate, positioning Poet to capitalize on this expansion through partnerships with industry leaders [13] - The company has strengthened its financial position with over $110 million in recent funding and is expanding manufacturing capabilities in Malaysia to meet anticipated demand [13] - Poet's future success depends on flawless manufacturing execution and widespread adoption among hyperscale data centers expanding their AI infrastructure [14]