CVNA last traded at $313.25 a share after finding support at $285.02, which was double-bottom support dating back to June 2025. ...

Core Insights - The article discusses the implications of OpenAI's dual role as both a cloud customer and a potential competitor to major tech companies like Google and Amazon, raising concerns among investors about the "OpenAI dilemma" for these firms [1]. Group 1: Company Performance - Amazon's stock experienced a slight decline, while Alphabet (Google's parent company) saw an increase in its share price, indicating a mixed market reaction to the developments surrounding OpenAI [1]. Group 2: Market Sentiment - Analysts from BofA Securities highlighted that there is growing investor concern regarding how OpenAI's advancements may impact the competitive landscape for both Amazon and Google, suggesting a potential shift in market dynamics [1].

格隆汇11月21日｜美股芯片股继续下挫，英伟达、博通跌幅扩大至4%，AMD跌4.7%，台积电跌3.6%， 纳斯达克综合指数跌0.77%。 ...

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智通财经APP获悉，继昨日股价高开低走收跌3%之后，周五，英伟达(NVDA.US)延续跌势，再度跌近 4%，报173.46美元。据报道，面对发布超预期财报后股价不涨反跌的现实，英伟达创始人黄仁勋在内 部全员大会上大倒苦水，并称"市场并未充分认识到(英伟达)那令人难以置信的季度表现"。在周四举行 的英伟达全员会议上，黄仁勋表示，"现在市场对英伟达的预期高得离谱"，以至于公司陷入无论做什么 都难以取悦市场的"无赢"境地。 2026财年第三财季，英伟达营收为570.1亿美元，同比增长约62%，超出市场预期的549.2亿美元；净利 润为319.1亿美元，同比增长65%；经调整后的每股收益为1.30美元，高于市场预期的1.25美元。 11月14日，全球最大对冲基金桥水公布的截至今年三季度末的持仓报告显示，桥水持有英伟达股票数量 降至251万股，而在二季度末，这一数字为723万股，减持比例高达65.3%。软银集团近期也清仓了英伟 达股票，截至第二季度末，其持有的3210万股英伟达股票已于2025年10月以58.3亿美元价格售出。 ...

11月14日，全球最大对冲基金桥水公布的截至今年三季度末的持仓报告显示，桥水持有英伟达股票数量 降至251万股，而在二季度末，这一数字为723万股，减持比例高达65.3%。软银集团近期也清仓了英伟 达股票，截至第二季度末，其持有的3210万股英伟达股票已于2025年10月以58.3亿美元价格售出。 2026财年第三财季，英伟达营收为570.1亿美元，同比增长约62%，超出市场预期的549.2亿美元；净利 润为319.1亿美元，同比增长65%；经调整后的每股收益为1.30美元，高于市场预期的1.25美元。 继昨日股价高开低走收跌3%之后，周五，英伟达(NVDA.US)延续跌势，再度跌近4%，报173.46美元。 据报道，面对发布超预期财报后股价不涨反跌的现实，英伟达创始人黄仁勋在内部全员大会上大倒苦 水，并称"市场并未充分认识到(英伟达)那令人难以置信的季度表现"。在周四举行的英伟达全员会议 上，黄仁勋表示，"现在市场对英伟达的预期高得离谱"，以至于公司陷入无论做什么都难以取悦市场 的"无赢"境地。 ...

每经AI快讯，美股芯片股继续下挫，英伟达、博通跌幅扩大至4%。纳斯达克综合指数跌0.77%。 （文章来源：每日经济新闻） ...

每经AI快讯，美股芯片股继续下挫，英伟达、博通跌幅扩大至4%。纳斯达克综合指数跌0.77%。 ...

英伟达盘中跌幅扩大至3%。 来源：滚动播报 ...