炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【导读】科技股美股市场上涨，闪迪股价遭"空袭"大跌 中国基金报记者 储是 隔夜美股市场，利好来袭，科技巨头集体上涨。 美股三大指数收涨 美东时间2月24日（周二），美股三大指数小幅高开后集体收涨。 截至收盘，标普500指数涨0.77%，报6890.07点；纳斯达克综合指数涨1.04%，报22863.68点；道琼斯工 业平均指数涨0.76%，报49174.5点。 当地时间2月24日，美国总统特朗普将在美国国会发表年度国情咨文，特朗普关于中东地缘政治和关税 问题的表态受到市场关注。 另外，英伟达将于本周三盘后发布财报，该数据受到市场关注。 科技主题领涨市场 美股科技"七巨头"普涨，特斯拉、苹果涨超2%，亚马逊、微软涨超1%。利好消息催化AMD盘中大涨， 半导体板块表现亮眼。 据路透社报道，最新预测显示，微软、谷歌、亚马逊、Meta等四家科技巨头2026年计划在AI领域的投 资总额将突破6500亿美元（约合45000亿元人民币）。相关资金将投向新建数据中心，以及包括AI芯 片、网络线缆、备用发电机等在内的一系列设备。 公司消息方面，Meta与 ...

Core Insights - PayPal has been identified as having underinvested in its consumer business, which may present an opportunity for competitors like Stripe to capitalize on this gap [1] Company Analysis - PayPal's current investment strategy in its consumer segment is viewed as insufficient, potentially limiting its growth and market competitiveness [1] - Stripe is positioned to find value in PayPal's underinvestment, suggesting a potential shift in market dynamics where Stripe could enhance its offerings by targeting PayPal's consumer base [1]

来源：芝麻AI 一、国际新闻 美国期货与期权市场交易员正押注美联储降息周期将持续至2027年，与担保隔夜融资利率（SOFR）挂 钩的期货价差深度倒挂，反映市场对长期货币宽松的预期。美联储理事莉萨·库克警告，美联储或无法 有效应对人工智能（AI）普及引发的失业率上升，市场认为AI除推动数据中心建设及能源需求外，本 质具有通缩效应，促使长期美债反弹[1]。 周二美股三大指数收涨，道指涨0.76%，纳指涨1.04%，标普500指数涨0.77%；大型科技股普涨，AMD 涨超8%，英特尔涨超5%，甲骨文涨超3%，苹果、特斯拉、奈飞涨超2%，亚马逊、微软涨超1%[2]。 纳斯达克中国金龙指数同步收涨1.36%，嘉楠科技涨15.90%，Tims中国涨8.57%，世纪互联涨6.68%，小 鹏汽车涨6.69%[3]。 大宗商品市场方面，黄金价格日内波动显著，现货黄金先后失守5130美元/盎司（日内跌0.33%）、5110 美元/盎司（日内跌2.26%）、5100美元/盎司（日内跌2.49%），随后反弹突破5150美元/盎司（日内涨 0.18%）[4][5][6][7]；纽约期金则失守5150美元/盎司（日内跌0.51%）、51 ...

THIS IS "THE CLOSE." ROMAINE: A REBOUND RALLY AS ANTHROPIC TRIES TO PLAY NICE. HEAR FROM BLOOMBERG HEADQUARTERS IN NEW YORK, I AM ROMAINE BOSTICK. >> AND I AM KRISTINE AQUINO. CAUTION OVER INFLATION IS THE MESSAGE WE HEARD FROM FED SPEAKERS TODAY AND AGAIN CALLING INTO QUESTION HOW MUCH MORE CAN THE FEDERAL CUT RATES THIS YEAR. THAT IS AFFECTING TO YOU YOUR -- TWO YEAR YIELDS TODAY. TREASURIES ARE DOWN AT THE MOMENT. WE HEARD FROM THE PRIME MINISTER SAYING RATE HIKES IN JAPAN POTENTIALLY CASTING DOUBT OVER ...

【周三你需要知道的隔夜全球要闻：美军向以色列南部部署11架F-22战斗机，伊方称准备好与美方尽快 达成协议，欧美股市多数上涨】 1、美军向以色列南部部署11架F-22战斗机。 2、白宫称特朗普对伊朗 问题的首选手段永远是外交。 3、伊朗副外长拉万奇表示，伊朗已做好与美方尽快达成协议的准备。 4、美联储巴尔金表示，通胀数据一直高于目标，有望回落至2%。 5、美联储柯林斯表示，很可能在一 段时间内维持当前利率。 6、美联储理事沃勒表示，美国央行正推进在区域银行和总部系统性部署人工 智能来应用这项突破性技术。 7、美国总统特使威特科夫将前往日内瓦，与乌谈判官员会面。 8、美国 对俄罗斯与阿联酋的个人和实体实施制裁，将4名个人和3家实体列入"特别指定国民"名单，涉及俄罗斯 及阿联酋。 9、泽连斯基称，尚未决定是否参加下届总统选举。 10、苹果配备触摸屏的MACBOOK PRO机型将于今年秋季推出。 11、Meta Platforms发言人Andy Stone表示，目前仍没有Meta公司的稳定 币。 12、据悉Stripe考虑全盘收购或局部买入PayPal。 13、华纳兄弟探索公司称，派拉蒙将收购报价提 高至每股31美 ...

In Brief Stripe is considering a deal to buy some or all of PayPal Holdings, sources told Bloomberg, though talks are still in their very early stages and the deal may not happen.The news comes the same day Stripe released its annual letter, giving updates on the business. The big news was that Stripe is making a tender offer that values the company at $159 billion, a 74% increase from last year. The investors buying employee shares this time around include Andreessen Horowitz and Thrive Capital. Stripe wil ...

PayPal (NASDAQ:PYPL), a global digital payments technology platform, closed Tuesday at $47.02, up 6.74%. The stock rose after fresh reports detailed unsolicited takeover interest and potential suitors, and investors are watching whether formal offers or asset-sale plans emerge next.Trading volume reached 57.8 million shares, about 187% above its three-month average of 20.1 million shares. PayPal IPO'd in 2015 and has grown 24% since going public. How the markets moved today The broader markets advanced T ...

PayPal's stock surged nearly 7% on Tuesday following a report that fintech startup Stripe is weighing buying the payments platform. Bloomberg reported the news, citing people familiar with the matter, and said the discussions are in early stages. The report said Stripe is considering buying all or some segments of PayPal's business.The news comes a day after reports that buyer interest has picked up in the company following its recent stock slump. PayPal and Stripe declined to comment on the report.PayPal, ...

Group 1 - GoDaddy forecasts annual revenue between $5.20 billion to $5.28 billion, which is below analysts' average estimate of $5.29 billion [1] - The company anticipates slow adoption of its artificial intelligence tools and weaker customer acquisition in its core hosting business [1] - Shares of GoDaddy fell nearly 8% in extended trading following the revenue forecast announcement [1] Group 2 - For the fourth quarter, GoDaddy reported revenue of $1.27 billion, which was largely in line with estimates [1]

Stripe考虑全盘收购或局部买入PayPal。PayPal涨幅扩大至8%。 本文源自：金融界AI电报 ...