【导读】科技巨头股价暴涨， 特朗普称美国与墨西哥的关税协议将延长90天 中国基金报记者 泰勒 大家好！今晚继续关注海外的市场消息。 Meta、微软强劲财报推动股价飙升 7月31日晚间，美股总体上涨。道指小幅下跌，纳指大涨0.85%，标普500指数上涨0.45%。 Meta股价飙升12%，市值相当于飙涨了一个贵州茅台。微软股价上涨约5%。此前两家公司公布的财报在营收和利润方面均超出市 场预期。 | 最高:555.45 | 今开:555.23 | 成交量: 2732.71万股 | 换手:0.37% | | --- | --- | --- | --- | | 最低:534.35 | 昨收:513.24 | 成交额:147.92亿 | 振幅: 4.11% | | 52周最高: 555.45 | 量比: 4.57 | 市盈率(TTM): 39.19 | 市净率：11.62 | | 52周最低: 344.79 | 委比:14.29% | 市盈率(静): 39.19 | 市销率:14.13 | | 每股收益: 13.70 | 股息(TTM): 3.24 | 每手股数：1 | 总市值: 3.99万亿 | | 每股净资产:46 ...

中国基金报记者 泰勒 大家好！今晚继续关注海外的市场消息。 Meta、微软强劲财报推动股价飙升 7月31日晚间，美股总体上涨。道指小幅下跌，纳指大涨0.85%，标普500指数上涨0.45%。 Meta股价飙升12%，市值相当于飙涨了一个贵州茅台。微软股价上涨约5%。此前两家公司公布的财报在营收和利润方面均超出市场预期。 | 高: 784.75 | 今开:775.20 | 成交量: 2356.00万股 | 换手:0.94% | | --- | --- | --- | --- | | 员: 771.06 | 昨收:695.21 | 成交额:183.26亿 | 振幅: 1.97% | | 2周最高: 784.75 | 量比: 5.34 | 市盈率(TTM): 27.49 | 市净率:10.08 | | 2周景低:450.80 | 委比: -9.09% | 市盈率(静): 31.52 | 市销率: 9.78 | | 股收益:28.44 | 股息(TTM): 2.06 | 毎手股数:1 | 总市值: 1.97万亿 | | 服净资产:77.58 | 股息率(TTM):0.30% | 最小价差: 0.01 | 总股本: 2 ...

Group 1 - The core viewpoint of the article highlights the resilience and vitality of Zhejiang's economy, as evidenced by the 10 Zhejiang enterprises making it to the 2025 Fortune Global 500 list, maintaining the same number as last year [1] - Alibaba ranks the highest among Zhejiang companies at 63rd, improving by 7 positions from last year, and is increasing investments in AI infrastructure and technology to enhance global competitiveness [1] - Hangzhou Shiji Group, a state-owned enterprise, ranks 394th with a revenue of $39.496 billion, focusing on integrating technological and industrial innovation for traditional industry transformation and new industry cultivation [1] Group 2 - Hangzhou Shiji Group reported a revenue growth of 22.7% and a profit increase of 9.73% year-on-year, showcasing its deep advantages in high-quality development [2] - Geely Holding experienced the most significant rise, jumping 30 places with revenue increasing from $70.4 billion to $79.9 billion, indicating the growing influence of Chinese companies in the global automotive industry [2] - The performance of Zhejiang enterprises is further validated by the province's economic report, showing double-digit growth in high-tech manufacturing, digital economy core industries, and equipment manufacturing [2]

Core Viewpoint - CoreWeave announced an all-stock acquisition of Core Scientific, valuing the latter at approximately $9 billion based on a share exchange ratio of 0.1235 shares of CoreWeave A-class stock for each share of Core Scientific [2][3] Acquisition Details - The acquisition is expected to close in Q4 2025, pending regulatory and shareholder approvals [3] - CoreWeave's stock price is currently $159.7, with a market capitalization of $76.65 billion, while Core Scientific's stock has dropped 17.61%, resulting in a market cap of $4.4 billion [3] Company Background - CoreWeave, founded in 2017, initially focused on Ethereum mining infrastructure and has since pivoted to artificial intelligence, becoming a prominent player in the sector [4] - The company has established partnerships with major firms like NVIDIA, OpenAI, and Microsoft, providing cloud solutions for compute-intensive applications [4][5] Financial Performance - In Q1 2025, CoreWeave reported revenues of $982 million, a 420% increase from $189 million in the same period last year [8][9] - Operating expenses surged to $1.01 billion, up 487% year-over-year, leading to a net loss of $314.64 million, compared to a loss of $129.25 million in Q1 2024 [9][11] Strategic Implications - The acquisition is expected to enhance CoreWeave's operational efficiency and reduce future expansion risks by vertically integrating data center ownership [7][11] - CoreWeave anticipates significant cost savings, including the elimination of over $10 billion in future lease obligations over the next 12 years [11][12] - The company aims to achieve $500 million in annual operating cost savings by the end of 2027 through streamlined operations [12]

Group 1 - The National Railway Group has clarified that portable chargers with a rated energy not exceeding 100Wh are allowed on high-speed trains, enhancing travel convenience for passengers [1] - The railway's customer service confirmed that there are no restrictions on the brand or certification of the chargers as long as they meet the energy criteria [1] Group 2 - In the fiscal year ending May 2024, 13 leading companies, including ByteDance, Tencent, and Alibaba, reported a 20% year-on-year increase in total profits, reflecting the growth of the digital economy and high-tech industries [2] - The total operating revenue for these companies grew by 11.9%, while total profits increased by 19.7%, indicating a robust performance in the market [2] Group 3 - According to IDC's latest report, Alibaba Cloud holds the largest share of the Chinese AI infrastructure market at 23%, surpassing the combined share of the second and third players [3] - The generative AI infrastructure market is expected to grow by 165% year-on-year in the second half of 2024, reaching 8.74 billion yuan, indicating a significant shift in market dynamics [3] - The rapid evolution of the generative AI IaaS market is creating more opportunities for domestic computing power development, with major clients in various sectors actively testing and deploying local solutions [3]

Core Insights - The German government plans to collaborate with industrial partners to invest in the development of artificial intelligence infrastructure tailored to the needs of German industry, with NVIDIA participating in this initiative [1] Group 1 - The investment will focus on creating AI infrastructure that meets the specific demands of the German industrial sector [1] - NVIDIA's involvement indicates a strategic partnership aimed at enhancing AI capabilities within Germany [1]

Salem Township和Falls Township被确定为宾州第一批建设电信基建的地址，并考虑在宾州其他地方建设 这样的电信设施。 亚马逊计划在美国宾夕法尼亚州围绕人工智能（AI）基础设施投资200亿美元。 该公司希望，通过扩建数据中心基建来支持AI和云计算技术。 6月4日消息，亚马逊将在美国北卡罗来纳州投资100亿美元，用于人工智能（AI）创新。亚马逊这笔投 资将带来至少500个新的就业机会。 预计将给宾州新增1250个高技术岗位。 ...

Core Insights - Nvidia has reached a deal in the UK for artificial intelligence infrastructure [1] Group 1 - The agreement signifies Nvidia's commitment to expanding its AI capabilities in the UK market [1] - This move is expected to enhance the UK's position in the global AI landscape [1] - The deal may lead to increased investment and job creation in the AI sector within the UK [1]

Core Viewpoint - 博枫资产管理 plans to invest approximately 99 billion USD in developing AI infrastructure in Sweden over a period of 10 to 15 years [1] Investment Details - The investment amount is specifically stated as 950 billion Swedish Krona, which translates to about 99 billion USD [1] - The timeline for the construction of the AI center is projected to be between 10 to 15 years [1]

Group 1 - Kuwait Investment Authority (KIA) has joined the Global AI Infrastructure Investment Partnership, becoming the first non-founder financial anchor in the alliance supported by Microsoft [1][3] - The partnership aims to raise $30 billion through private equity and potentially leverage up to $100 billion in investments for AI infrastructure [5] - KIA's participation marks its first significant investment in the AI sector under the new leadership of Sheikh Saoud Salem Al-Sabah [1][6] Group 2 - The Global AI Infrastructure Investment Partnership is led by Microsoft and BlackRock, with partners including UAE's MGX and Global Infrastructure Partners (GIP) [3][5] - The project has received technical support from NVIDIA and aims to collaborate with energy companies like NextEra Energy and GE Vernova for energy solutions [5] - Compared to KIA, other Gulf sovereign funds have already made strides in AI investments, with entities like Mubadala and Saudi Public Investment Fund (PIF) actively engaging in the sector [6] Group 3 - KIA, established in 1953, is one of the oldest sovereign wealth funds globally, with an estimated asset size of around $1 trillion, making it the second largest in the Middle East [6] - The fund's investments span critical sectors such as ports, airports, and power distribution, playing a vital role in Kuwait's economic diversification strategy [6]