格隆汇11月7日｜美股三大指数收盘集体收跌，纳指跌1.9%，标普500指数跌1.12%，道指跌0.84%。大 型科技股普跌，英伟达、特斯拉跌超3%，英特尔、亚马逊、Meta跌超2%，微软跌超1%，奈飞、苹果 小幅下跌；谷歌小幅上涨。其中，微软连续七个交易日下跌，创2022年以来最长连跌天数。Robinhood 跌近11%，创3月份以来最差单日表现。多邻国跌超25%，创该公司美国IPO以来最差单日表现。 纳斯达克中国金龙指数跌0.03%，热门中概股涨跌不一，小马智行跌超8%，再鼎医药跌超6%，联电跌 超5%，金山云、名创优品跌逾3%，蔚来、霸王茶姬等跌超1%，携程网、腾讯音乐等小幅下跌；小鹏汽 车涨超9%，百度涨超3%，阿里巴巴、极氪涨超1%，BOSS直聘，理想汽车等小幅上涨。 ...

美股周四收盘，道指收跌0.8%，标普500指数跌1.1%，纳斯达克综合指数跌1.9%。特斯拉(TSLA.O)跌 3.5%，英伟达(NVDA.O)跌3.65%，Meta(META.O)、亚马逊(AMZN.O)和英特尔(INTC.O)均跌超2.5%。 纳斯达克中国金龙指数微跌，小鹏汽车(XPEV.N)涨9%，百度(BIDU.O)涨3%。 来源：第一财经 ...

Anyone who has spent even a modest amount of time in the stock market probably understands that the price of a financial asset is often a meaningless metric, on its own, and does not reveal muchI specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particularly in the tech sector. My investment philoso ...

Anyone who has spent even a modest amount of time in the stock market probably understands that the price of a financial asset is often a meaningless metric, on its own, and does not reveal muchI specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particularly in the tech sector. My investment philoso ...

Core Insights - Nvidia CEO Jensen Huang warns that China is poised to overtake the U.S. in the global AI race, citing lower energy costs and fewer regulatory hurdles in China as advantages [1][3] - Huang criticizes U.S. states' new AI regulations, suggesting they may hinder progress compared to China's energy subsidies that benefit companies using Chinese AI chips [3][6] - Huang emphasizes the urgency for the U.S. to advance in AI development to maintain a competitive edge globally [3] Company Developments - Nvidia is set to invest up to $100 billion in OpenAI, indicating a significant commitment to AI development [4] - The company recently achieved a historic milestone by becoming the first to reach a $5 trillion market valuation [10] Regulatory Environment - Huang has previously expressed concerns that U.S. AI models are not significantly ahead of China's, advocating for broader access to Nvidia chips globally [6] - President Trump has maintained a ban on the sale of Nvidia's most advanced AI chips to China, reinforcing the U.S. focus on protecting its technological advancements [6][9]

Core Points - A group of eight Republican U.S. senators expressed support for President Donald Trump's decision to continue restricting China's access to Nvidia's most advanced artificial intelligence chips [1] Group 1 - The decision is seen as a strategic move to limit China's technological advancements in artificial intelligence [1] - The senators' letter highlights the importance of maintaining U.S. leadership in AI technology [1] - The ongoing restrictions may impact Nvidia's business operations and market dynamics in the AI sector [1]

It's time now for the 360 round. Let's bring in our panel to discuss Qualcomm's earnings. Joining us now, Jim Kellaher, the director of research, senior technology analyst at Argus Research, and Ben Behar, the CEO and principal analyst at Creative Strategies.Jim, we'll start with you. You've got a buy rating, a $25 price target on shares right now, uh, trading at 170, down about 5% following the earnings. You What were your thoughts overall on the report.>> Well, I'd say, uh, thanks, Marley. Uh I'd say my t ...

Group 1 - Goldman Sachs stock is currently priced at $778.90, showing an increase of $14.19 or 1.79%, with a year-to-date performance of 19% [1] - The stock has a buy point of 825.25 and is trading near its highs, with support at the 50-day line and a relative strength (RS) line also near highs [1] - The Composite Rating for Goldman Sachs is 86 out of 99, and it ranks 47 out of 197 in its industry group [1] Group 2 - The stock market experienced a rebound, influenced by various factors including comments from Trump regarding China and developments in AI [4] - JPMorgan and Goldman Sachs reported solid earnings, contributing positively to market sentiment [4] - T. Rowe Price received a $1 billion boost from Goldman Sachs, indicating strong financial performance and collaboration [4]

Nvidia stock was volatile on Thursday after Chief Executive Jensen Huang cautioned that Chinese chipmakers are rapidly catching up to US firms in artificial intelligence capabilities, a warning that r... ...

在实际应用方面，谷歌透露，AI大模型公司Anthropic(Claude模型开发者)计划使用多达100万颗Ironwood TPU支撑其下一代模型训练与推理需求。Anthropic目前同时获得谷歌与亚马逊(AMZN.US)投资，被视 为衡量谷歌芯片战略落地效果的重要合作伙伴。 与此同时，谷歌还宣布进一步扩张自研Arm架构CPU产品线Axion，并推出多款面向云计算市场的新实 例。其中，N4A虚拟机现已进入预览阶段，谷歌称其价格性能比较同类x86虚拟机提升两倍；另一款 C4A裸金属服务器将很快进入预览，主要用于Android开发、车载系统、严格授权软件、高密度测试及 复杂模拟等专业场景。 业内分析指出，随着大型语言模型与AI训练需求激增，主流云厂商正在加速摆脱对英伟达GPU的依 赖，转向自研芯片体系，以降低成本并提升算力供应稳定性。媒体评论称，在亚马逊(AMZN.US)AWS 推出自研Trainium/Inferentia芯片、微软(MSFT.US)开发Maia GPU之后，谷歌此次Ironwood推出意味 着"云计算巨头已正式进入自研硅芯片竞争的深水区"。 谷歌母公司Alphabet(GOOG.US，GOOG ...