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财经早报:住建部发声!着力稳定房地产市场,英伟达放风春节前向中国客户交付H200芯片丨2025年12月24日
Xin Lang Zheng Quan· 2025-12-23 23:39
会议强调,明年工作的总体思路是:坚持稳中求进工作总基调,坚持想明白干实在,坚持专业敬业,坚 持因地制宜、分类指导,更好统筹投资于物和投资于人,更好统筹惠民生和稳增长,更好统筹防风险和 促转型,大力实施城市更新,着力提升城市治理水平,推动房地产高质量发展,加快建筑业提质升级, 系统推进好房子、好小区、好社区、好城区"四好"建设,建设创新、宜居、美丽、韧性、文明、智慧的 现代化人民城市,开创住房城乡建设事业高质量发展新局面,为实现"十五五"良好开局作出贡献。 乌克兰或将制裁中国公民,外交部:敦促乌方立即纠正错误 据北京日报,12月23日,外交部发言人林剑主持例行记者会。 美方称中国在最新的发射井中部署100多枚洲际导弹,中方回应 【头条要闻】 住建部发声!着力稳定房地产市场 12月22日至23日,全国住房城乡建设工作会议在北京召开。 乌通社记者提问,目前,围绕结束俄乌战争的和平方案,相关谈判正在推进中。中国在这一和平进程中 扮演什么角色?第二个问题,乌克兰总统泽连斯基表示,乌克兰即将通过一项新的制裁方案,针对那些 协助俄罗斯实施"侵略"行为的俄罗斯实体和个人,该制裁还将包括中国公民。外交部对此有何评论? 林剑表示 ...
英伟达涨超3%市值增超9400亿元
Sou Hu Cai Jing· 2025-12-23 23:36
来源:21世纪经济报道 记者丨江佩佩 见习记者张嘉钰 编辑丨谢珍 当地时间12月23日,美股三大指数集体收涨,均录得日线4连涨。纳指涨0.57%,标普500指数涨 0.46%,道指涨0.16%。其中,标普500指数录得收盘新高。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 48442.41 | 23561.84 | 6909.79 | | +79.73 +0.16% | +133.01 +0.57% | +31.30 +0.46% | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7638.99 | 25810.25 | 6958.25 | | -44.27 -0.58% | -0.01% -2.00 | -0.04% -2.75 | 大型科技股多数上涨,万得美国科技七巨头指数涨1.18%。英伟达涨超3%,市值一夜增加1341亿美元 (约合人民币9425亿元)。 博通涨逾2%,谷歌、亚马逊涨超1%,Meta、苹果、微软、奈飞小幅上涨;特斯拉、英特尔小幅下跌。 诺和诺德涨超7%。消息面上,据智通财经,美国FDA批准了诺和诺德 ...
美股日线4连涨:标普500指数录得收盘新高,英伟达涨超3%
Xin Lang Cai Jing· 2025-12-23 23:14
当地时间12月23日,美股三大指数集体收涨,均录得日线4连涨。纳指涨0.57%,标普500指数涨 0.45%,道指涨0.16%。其中,标普500指数录得收盘新高。大型科技股多数上涨,英伟达涨超3%,谷 歌、亚马逊涨超1%,Meta、苹果、微软、奈飞小幅上涨;特斯拉、英特尔小幅下跌。诺和诺德涨超 7%,美国FDA批准了诺和诺德的首款口服GLP-1减肥药。 ...
美股三大指数集体收涨 英伟达涨超3%
Xin Lang Cai Jing· 2025-12-23 23:07
人民财讯12月24日电,美股三大指数集体收涨,纳指涨0.57%,标普500指数涨0.46%,道指涨0.16%。 大型科技股多数上涨,英伟达涨超3%,谷歌、亚马逊涨超1%;特斯拉小幅下跌。纳斯达克中国金龙指 数收跌0.58%。小马智行跌3%,蔚来跌超2%,哔哩哔哩跌近1%。 来源:证券时报e公司 ...
英媒:英伟达放风春节前向中国客户交付H200芯片
Huan Qiu Shi Bao· 2025-12-23 23:00
【环球时报报道 记者 倪浩 张依依】据路透社报道,多位知情人士透露,英伟达已告知中国客户,计划 于明年2月中旬,即中国农历春节前向中国客户交付其性能排名第二的人工智能(AI)芯片H200。其中 两位消息人士称,英伟达计划动用库存履行首批订单,预计发货总量为5000至10000套芯片模组,相当 于约4万至8万颗 H200芯片。 业内有观点认为,在国产芯片崛起、政策也有意推动国产替代的大背景下,英伟达是否能在短期内重回 中国市场仍难有定论。尤其是今年7月底,国家网信办就H20算力芯片漏洞后门安全风险约谈了英伟 达。统筹发展与安全,中国或更倾向于依靠科技自立自强对核心关键技术进行攻关。 中关村信息消费联盟理事长项立刚23日告诉《环球时报》记者,白宫希望放开禁令,维持英伟达业绩预 期,提振美国股市;而一些国会议员站在反华立场上,希望继续在高科技上封锁中国。电信与互联网行 业专家马继华表示,美国政府和英伟达急于重返中国市场,怕因中国芯片技术崛起而丧失市场竞争力和 空间,也担心英伟达业绩下滑而刺破华尔街担心的AI泡沫。项立刚说,中国乐见美国在高科技出口上 采取更加开放与合作的立场,但要保证向中国出口的芯片安全、环保、符合 ...
Forget NVDA: 2 AI Stocks Crushing it in 2025 With More Upside Ahead
ZACKS· 2025-12-23 21:05
Key Takeaways NVDA shares surged 36.6% this year, driven by AI demand for CUDA software and Blackwell and H200 chips. Micron expects Q2 FY26 revenue of $18.3B-$19.1B as AI-driven demand lifts high-bandwidth memory chips.BigBear.ai plans to buy Ask Sage for $250M, targeting $125M-$140M in full-year sales.Shares of the most sought-after tech stock on Wall Street, NVIDIA Corporation (NVDA) , have surged 36.6% this year amid the artificial intelligence (AI) boom. Ongoing demand for NVIDIA’s CUDA software platfo ...
Best-Performing Areas in a Blockbuster Year for Stocks
Market Performance - NASDAQ 100 index is up approximately 22% year-to-date [3] - S&P 500 index has increased by about 18% [3] - Russell 2000 small cap index is up around 16% year-to-date [4] - Dow Jones index has risen by approximately 15% [4] - Technology sector has seen the best performance, increasing by about 25% year-to-date [4] - Communication services sector is up approximately 21% [4] - Gold has increased by 65% and silver by 139% [5] ETF Performance - iShares MSCI Global Silver Miners ETF is up about 206% [7] - Global X Gold Explorer ETF (GOEX) has increased by approximately 195% [7] - ProShares S&P Global Core Battery Metal ETF (ION) is up about 106% [9] - Sprott Critical Materials ETF has risen by approximately 96% [9] - Global X Disruptive Materials ETF (DMAT) is also up about 96% [9] - VanEck Rare Earth and Strategic Metals ETF (REMX) has increased by approximately 94% [9] - Global X Defense Tech ETF (SHLD) is up about 77% [13] - Stoxx Europe Aerospace and Defence ETF (EAD) has risen by approximately 73% [13] Key Drivers & Themes - Gains in gold are driven by persistent central bank buying [5] - Precious metals benefit from investors seeking alternatives to US dollar denominated assets [6] - Critical materials are driven by electrification, digitization, clean energy transition, and supply chain concentration [8] - Rising geopolitical tensions are fueling a boom in defense spending [13]
Big Nvidia Buyer Faces Smuggling Probe
Youtube· 2025-12-23 19:02
I THINK EVERYBODY'S TRYING TO WORK THROUGH TO MAKE SURE THAT THERE IS NOTHING UNTOWARD GOING ON. CAROLINE: BLOOMBERG DIDN'T FIND EVIDENCE OF ANY MEGASPEED NVIDIA CHIPS BEING DIVERTED TO CHINA. THERE ARE ALL THESE INCONSISTENCIES IN MEGASPEED SOUTHEAST ASIA DEMAND AND CHIP AND ENTRY WHEREVER THEY END UP. WHAT'S INTERESTING IS THIS IS THE MOMENT WHERE MAYBE ACTUALLY NVIDIA WILL GET MORE ACCESS TO CHINA. H-200'S HAVE IN THEORY, ACCORDING TO TRUTH SOCIAL POST, ARE GOING BACK IN CHINA. THE QUESTION IS WHETHER CH ...
If You'd Invested $1,000 in Nvidia 10 Years Ago, Here's How Much You'd Have Today
The Motley Fool· 2025-12-23 18:45
The investment would now be worth six figures.If you invest long enough, you'll likely run into a "I wish I had invested in that sooner" scenario. Nowadays, many investors find themselves having that thought about Nvidia (NVDA +2.67%) -- me included. And when you look at its performance over the past decade, it's very easy to see why.In the past 10 years, Nvidia's stock is up an eye-popping 22,420%, meaning a $1,000 investment made a decade ago would be worth over $225,000. Talk about a return on investment ...
Nvidia Is Not A Bubble, Here's Why (NASDAQ:NVDA)
Seeking Alpha· 2025-12-23 18:44
As I said several times before, the first time I invested in Nvidia Corporation ( NVDA ) was in late 2022. Since then, NVDA has been one of my favorite businesses to follow and continue investing. Yes, IWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achi ...