以下文章来源于capitalwatch ，作者宏观分析师 capitalwatch . 我们是一个聚焦全球资本市场的高影响力财经账号。 内容由华尔街交易员与研究员共同撰写，提供市场深度解读、机构级逻辑与实时判断。 这里没有喊 单，没有套路，只有用数据和常识说话的分析。 我们希望把复杂的金融世界，讲给真正关心自己资产的人听。 今天发生了什么？ 来源 | capitalwatch 美国核心 CPI 通胀率意外降至 2.6%，创 2021 年 3 月以来最低水平。 三个月前，通胀率升至六个月高点，而上个月，10 月份的 CPI 通胀报告被"取消"。 发生了什么变化？让我们来解释一下。 而此时，核心通胀率原本预计将上升。 这也发生在一个有趣的时刻。 | USD | ★★☆ | Continuing Jobless Claims | 1,897K | 1.930K | 1.830K | | --- | --- | --- | --- | --- | --- | | USD | 青青 文 | Core CPI (YoY) (Nov) | 2.6% | 3.0% | 3.0% | | E USD | ★ ☆ ☆ | Cor ...

Core Insights - Nvidia Corp has become the world's most valuable company in history, with shares reaching a record high of $160.98, reflecting a 19.1% increase since the start of 2025 [1] - Historically, Nvidia has performed well in the third quarter, finishing positively in eight out of the last ten years, with an average return of 14.4% during this period [3] Company Performance - Nvidia's stock performance in the third quarter has averaged a return of 14.4%, and if it continues this trend, shares could potentially reach $184.16 [3] - The Schaeffer's Volatility Index (SVI) for Nvidia is at 32%, indicating low volatility expectations among options traders, ranking in the low 1st percentile of its annual range [4] Comparative Analysis - Among S&P 500 stocks, Nvidia has a return of 14.38% in the third quarter, making it one of the best performers in the Technology Hardware & Equipment sector [4]

Group 1 - The article emphasizes the importance of investing in financially healthy companies with strong balance sheets during times of increased market volatility, as evidenced by the S&P 500 showing a Total Return of -5.75% in the past 30 days [1] - The focus is on constructing investment portfolios that generate additional income through dividends, highlighting the significance of companies with competitive advantages and strong financials that provide attractive Dividend Yield and Dividend Growth [1] - A well-diversified portfolio across various sectors and industries is recommended to minimize volatility and mitigate risk, with an emphasis on incorporating companies with a low Beta Factor to further reduce overall risk [1] Group 2 - The selection process for high dividend yield and dividend growth companies is meticulously curated, prioritizing total return that includes both capital gains and dividends rather than focusing solely on dividends [1] - The investment strategy aims to maximize returns while considering the full spectrum of potential income sources, thereby benefiting from a well-crafted investment portfolio designed to generate extra income through dividends [1]

Core Insights - The article discusses the initiation of tracking an investable universe of 50 high-quality dividend growth stocks as of September 1, 2024 [1] Group 1 - The author has a master's degree in Analytics and a bachelor's degree in Accounting, with over 10 years of experience in the investment field [1] - The focus of the article is on dividend investing, which is described as a personal hobby of the author [1] Group 2 - The article does not provide specific financial metrics or performance data related to the mentioned stocks [2][3]

Group 1 - The primary goal of the "High Income DIY Portfolios" Marketplace service is to achieve high income with low risk and capital preservation [1] - The service provides DIY investors with essential information and portfolio/asset allocation strategies aimed at creating stable, long-term passive income with sustainable yields [1] - The portfolios are specifically designed for income investors, including retirees or near-retirees, and include seven different portfolios: 3 buy-and-hold, 3 rotational portfolios, and a 3-bucket NPP model portfolio [1] Group 2 - The offerings include two high-income portfolios, two dividend growth investing (DGI) portfolios, and a conservative NPP strategy portfolio characterized by low drawdowns and high growth potential [1]