Group 1: Nvidia - Nvidia's CFO Colette Kress stated that the $100 billion investment in OpenAI is still in the letter of intent stage, involving the deployment of "at least 10 gigawatts" of Nvidia systems, potentially generating $400-500 billion in revenue for Nvidia [1] - Kress emphasized that revenue related to this collaboration has not yet been included in Nvidia's revenue guidance [1] - Nvidia's recent commitment to invest up to $10 billion in competitor Anthropic may further increase demand for its computing chips [1] Group 2: Tesla - Tesla's Shanghai Gigafactory delivered over 86,700 vehicles in November 2025, marking a month-on-month increase of over 40% and a year-on-year increase of nearly 10% [2] - The Model Y has become the best-selling SUV in China over the past year, while Tesla's global electric vehicle deliveries reached a record high in Q3 [2] - Tesla's sales in Norway have broken previous records held by gasoline vehicles, securing the annual sales champion title for 2025 [2] Group 3: Apple - Apple has decided to reject the Indian government's mandate to pre-install a security application on iPhones, citing security and privacy risks [2] Group 4: AMD - AMD announced a price increase for its graphics cards due to rising memory costs, with 8GB and 16GB cards increasing by $20 and $40 respectively starting in December [3] - AMD is investing $1 billion in an AI chip cluster in Ohio [4] Group 5: Broadcom - Bank of America reported that Broadcom is likely to benefit from Google's successful launch of the TPU-based Gemini 3, with expected increases in TPU usage [4] - The average selling price of TPUs is projected to rise from $5,000-$6,000 to $12,000-$15,000 by 2026, with potential shipment increases [4][5] Group 6: Intel - Intel received positive feedback from two potential foundry customers regarding its 14A process node, which is expected to impact data center, PC, and mobile chip markets [5] - Intel's "Alchemist" Arc discrete graphics card has achieved a 1% market share according to Jon Peddie Research [6] Group 7: Boeing - Boeing's stock rose significantly as the company anticipates restoring cash flow generation capabilities by 2026, indicating a major turnaround in its financial situation [6] - Boeing expects to achieve "low single-digit" free cash flow next year, reversing a $2 billion cash burn in 2025 [6] Group 8: MongoDB - MongoDB reported a 19% year-on-year revenue growth to $628 million in Q3, with adjusted earnings per share of $1.32, exceeding expectations [7] - The company raised its revenue and profit guidance for fiscal year 2026, projecting revenues between $2.43 billion and $2.44 billion [7]

(本文来自第一财经) 美股周二收盘，道指收涨0.39%，标普500指数涨0.25%，纳指涨0.59%。苹果(AAPL.O)和英伟达 (NVDA.O)涨于1%一线，英特尔(INTC.O)涨8%，波音(BA.N)涨10%。纳斯达克中国金龙指数收跌 0.65%，阿里巴巴(BABA.N)跌近2%，小鹏汽车(XPEV.N)跌近8%。 ...

Core Viewpoint - Boeing's CFO provided an optimistic outlook for the company's profitability in 2026, alleviating concerns that arose after the recent Q3 report, leading to a significant increase in share price [1][2]. Financial Outlook - CFO Jay Malave projected a transition from a $2 billion cash flow loss in 2025 to positive free cash flow in the "low single-digit billions" for 2026, despite a payment to the Department of Justice being deferred to 2026 [3][4]. - Malave expressed confidence that achieving a $10 billion annualized free cash flow target is feasible, which reassured investors following the stock's recent decline [4]. Market Performance - Following the positive outlook, Boeing's shares rose by 10.21%, with a current market capitalization of approximately $156 billion and an enterprise value of about $186 billion when accounting for $30 billion in net debt [5][6]. - If Boeing meets analysts' targets of around $2.2 billion in free cash flow for the next year, the stock would be trading at roughly 71 times the projected 2026 free cash flow, but if the $10 billion target is achieved by 2027 or 2028, the valuation would drop to less than 16 times that figure [6]. Investor Sentiment - The market is beginning to recognize Boeing's potential for future improvement, and there is room for the stock to rise further if investors gain confidence in the company's ability to reach the $10 billion cash flow target [7].

"空客公司证实，已发现供应商存在质量问题，（该问题）影响到少量A320金属面板。"该公司一名发 言人对法新社称，"问题根源已查明并得到控制，所有新生产的面板均符合所有要求。" 近期，空客麻烦不断。当地时间11月28日，空中客车公司一名发言人表示，约6000架空客A320飞机需 要紧急更换一种易受太阳辐射影响的飞行控制软件。此前，10月底美国捷蓝航空的一架飞机发生一起事 故，促使空客采取行动。空客表示，在对该技术事故进行分析后，于11月28日通知所有使用该软件的客 户"立即停止飞行"。 此次行动被外界称为"空客55年史上影响最大的全面召回之一"，预计将波及全球一半以上的A320机 队，并对即将到来的美国年末出行高峰造成冲击，引发全球航班运营混乱。分析结果显示，"强烈的太 阳辐射可能会损坏飞行控制所需的关键数据"。这一结论已由空客方面确认。 当地时间12月1日，空客在法国巴黎上市的股票一度下跌超过10%，创下自2020年3月以来的最大单日跌 幅。消息面上，据环球网援引法新社最新消息，欧洲飞机制造商空客公司证实，该公司A320系列飞机 面板存在"质量问题"，但该问题已得到"控制"。 当天早些时候，据路透社报道，多名 ...

记者丨黎雨桐 编辑丨金珊 | 尤忱央侣 | 40.510 | -3.55% | | --- | --- | --- | | COE.A | | | | 联掌门户 | 2.850 | -3.39% | | LZMH.O | | | | 才要 | 6.863 | -2.79% | | DOYU.O | | | | 哔哩哔哩 | 25.898 | -2.42% | | BILI.O | | | | 网易 | 141.485 | -2.39% | | NTES.O | | | | 亿鹏能源 | 0.207 | -2.36% | | ELPW.O | | | | 阿里巴巴 | 160.410 | -2.34% | | BABA.N | | | | 爱奇艺 | 2.040 | -2.39% | | IQ.O | | | WTI原油期货跌幅扩大至1.69%，报58.32美元/桶。布伦特原油期货跌幅扩大至1.54%，报62.2美元/桶。 市场风险偏好回升，美股周二开盘温和上升。截至北京时间22：45，三大指数小幅高开，道琼斯指数涨0.03%，标普500指数涨0.36%，纳斯达 克综合指数涨0.83%。 | 道琼斯 | 纳斯达 ...

在航空航天领域，2024年欧洲航天产业营业额同比增长3.1%，达132亿欧元；民用航空领域则在航空运 输复苏和市场对节能型飞机需求增长的带动下增长6%，营业额达1291亿欧元，但供应链瓶颈、劳动力 短缺和能源成本高企的问题依然存在。 （文章来源：新华社） 人民财讯12月2日电，据欧洲航空航天与国防工业协会2日发布的年度报告，2024年欧洲航空航天与国防 产业总营业额为3257亿欧元，增幅达10.1%，相关行业直接就业人数达到创纪录的110.3万人。 报告数据显示，2024年的强势增长主要来自国防产业，其营业额增长13.8%至1834亿欧元。这一增长主 要来自欧洲多国增加对乌克兰军援并整体扩大防务支出。 ...

中概股多数下跌，纳斯达克中国金龙指数跌0.44%，小鹏汽车跌超4%，阿里巴巴跌2%；小马智行涨超4%。 科技股普涨，甲骨文涨超2%，英伟达、英特尔涨超1%。 12月2日，美股三大指数高开，道指涨0.28%，标普500指数涨0.30%，纳指涨0.42%。 波音高开逾6%，现涨逾5%。 公司预计美国司法部的处罚决定将推迟至2026年。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47423.18 | 133.85 | 0.28% | | 纳斯达克指数 | 23374.46c | 98.54 | 0.42% | | 标普500 | 6833.00 | 20.37 | 0.30% | 编辑丨瑜见 ...

Core Viewpoint - Boeing (BA.US) shares rose over 6% to $198.30, driven by the company's assertion that achieving a long-term cash flow target of $10 billion is feasible, with increased delivery volumes next year expected to be the main driver of positive cash flow [1] Group 1 - Boeing anticipates that the U.S. Department of Justice's decision regarding penalties will be delayed until 2026 [1] - The company is facing penalties related to the 737 MAX incident [1]

Group 1 - Boeing's stock rose over 5% in pre-market trading, currently priced at $195.79 [1] - The company stated that achieving a long-term cash flow target of $10 billion is feasible [1] - Boeing anticipates that the U.S. Department of Justice's penalty decision will be postponed until 2026 [1]

波音股价盘前涨幅扩大至3.2%。 来源：滚动播报 ...