高盛一篮子大型科技股指数飙升至历史新高。 大型科技公司在过去两年中一直是市场的主要推动力。虽然DeepSeek的崛起一度引发对AI主导地位的担忧，但现在它们重新担任起美股"领头 羊"。 投资者正抛弃谨慎态度，疯狂涌入美股市场最具投机性和波动性的角落，标普500指数正逼近历史新高。 周四，美股风险偏好依然强劲，Meta领涨科技七巨头，英伟达收盘再创新高，推动标普指数和纳斯达克综合指数收盘接近历史高点。 据彭博，跟踪高波动性股票的景顺标普500高贝塔ETF相对于景顺标普500低波动ETF，正迎来自2020年以来表现最佳的季度。与此同时，高盛追 踪资产负债表疲弱股票的指标相对标普500，正迎来1月份以来最佳月度表现。 尽管特朗普关税暂停计划将在两周后到期，经济放缓迹象和消费者信心疲软日益显现，加之中东阴霾持续，但投资者似乎对这些风险视而不见。 "这是每个结构性牛市后期都会出现的FOMO（害怕错过）情绪的开始阶段——每一次都是如此，"Evercore ISI首席股票及量化策略师Julian Emanuel表示，"令我们惊讶的是，考虑到两个多月前创纪录的悲观情绪以及持续存在的重大经济和政策不确定性，投机情绪被接受的速度 ...

Core Insights - The successful debut of Circle and the remarkable rise of CoreWeave signal a renewed appetite among investors for high-risk emerging growth company IPOs, suggesting a potential resurgence of IPO activity on Wall Street [1][2] - Upcoming IPOs from fintech company Chime Financial and aerospace defense firm Voyager Technologies are set to test market conditions, with Chime aiming to raise $800 million and Voyager targeting over $300 million [1][5] Company Summaries - Chime Financial plans to offer 32 million shares at a price range of $24-26, with a market valuation exceeding $10 billion, and will list on NASDAQ on June 12 [1][5] - Voyager Technologies intends to sell 11 million shares at a price range of $26-29, aiming for a market cap of $1.6 billion, with a listing on the NYSE on June 10 [1][5] Market Sentiment - The strong performance of CoreWeave and Circle in the secondary market may encourage private companies to pursue IPO applications, indicating a shift in market sentiment [3][4] - The fear of missing out (FOMO) among investors is growing, particularly for those who missed the opportunity with CoreWeave, which has seen its stock price surge from $40 to approximately $140, a 250% increase [3][4] Economic Context - The IPO market is currently facing challenges, including the traditional summer slowdown and uncertainties surrounding trade policies, which may affect companies' decisions to go public [5][6] - Analysts suggest that if the Federal Reserve begins to lower interest rates later this year and if regulatory relaxations occur, IPO and M&A activities could see a rebound, although trade policy uncertainties may counteract these benefits [5][6]

白银急涨引发资金疯狂回补，盘整终结释放弹簧效应，35美元技术突破仅是开端？警惕月内波动加剧， 短线技术面暗藏多头陷阱，关注趋势推演+对冲方案>> 相关链接 FOMO情绪升温！识别白银多空分水岭 ...

以下文章来源于投资界 ，作者王露 投资界 . 清科创业旗下创业与投资资讯平台 本文来自微信公众号： 投资界 ，作者：王露，题图来自：视觉中国 这也许是孙正义投资生涯最无语的一次遭遇。 最近，知名AI独角兽Builder正式申请破产，引发轰动。这是自ChatGPT面世以来，全球AI初创公司 中规模最大的一次倒闭事件。 要知道，Builder成立于2016年，比ChatGPT面世还要早六年。创始人Sachin Dev Duggal来自印度， 誓用AI改变编程。一路融资火爆，估值达15亿美元 （约合108亿元人民币） ，集结了孙正义的软银 集团、微软、卡塔尔投资局等赫赫有名的投资人。 然而没想到，所谓的人工智能无代码编程，背后是印度程序员"扮演AI"手写代码。只有人工，没有 智能。 看似荒诞，却真真切切发生了。向来喜欢All in AI的孙正义，再次为一个骗局买单。 一个百亿AI独角兽破产，坑了软 银和微软 这个魔幻故事要从一个印度小伙说起。 Sachin Dev Duggal是连续创业者，履历看上去极其光鲜——14岁就开始做起组装电脑的生意。21岁 那年，还在帝国理工学院就读本科的他开始创业历程。2004年，Du ...