2025.09.05 本文字数：1070，阅读时长大约2分钟 作者 |第一财经 胡弋杰 美股周四上涨，标普500指数创下收盘纪录新高，投资者等待周五公布的8月就业报告。 投资者正等待周五发布的重磅非农就业报告。经济学家预计，8月非农新增就业约7.5万，失业率或从 4.2%微升至4.3%。市场认为数据难以改变美联储的既定路径。投资机构Horizon Investments 研究主管迪 克森（Mike Dickson）表示："除非数据大幅超出预期，否则美联储将在9月降息。" 芝加哥商品交易所的"美联储观察"工具显示，市场对9月降息的预期升至97.4%。 当地时间9月4日，美国司法部向法院提交新文件，为美国总统特朗普罢免美联储理事库克（Lisa Cook）提供新的法律论据。在法律文件提交的数小时前，美国司法部对库克开启刑事调查。 其他个股方面，赛富时（Salesforce）股价逆势下跌4.9%。公司预计第三季度营收低于市场预期，反映 其人工智能平台的变现进展缓慢。 成衣品牌美鹰傲飞（American Eagle Outfitters）股价大涨38%，此前公司预计第三季度可比销售额高于 预期。非必需消费品板块整体上涨 ...

Core Viewpoint - The U.S. stock market is experiencing narrow fluctuations in futures trading, with mixed performance among major indices ahead of significant earnings reports, particularly from Nvidia, which is seen as a key indicator for the AI sector and overall market direction [1][2][4]. Group 1: Market Performance - As of the latest update, Dow Jones futures are up 0.02%, S&P 500 futures are up 0.01%, while Nasdaq 100 futures are down 0.05% [2]. - Specific stock movements include MongoDB's pre-market increase of nearly 30% and Okta's rise of about 5%, attributed to strong demand from companies developing AI platforms [3]. Group 2: Nvidia's Earnings Impact - Nvidia is set to release its quarterly earnings report, which is highly anticipated by Wall Street and could significantly influence market trends [4]. - Historically, Nvidia has exceeded earnings expectations in 11 out of its last 12 quarterly reports, although its stock has sometimes reacted negatively on earnings days [5]. - Analysts emphasize that Nvidia remains a crucial player amid significant structural changes in the global economy, with its performance potentially impacting the future of AI development [5]. Group 3: Broader Economic Context - Traders are also monitoring U.S. tariff policies, with a recent 50% tariff on imports from India now in effect, leading to order cancellations from U.S. clients [5]. - The Federal Reserve's independence and its adherence to core monetary policy missions have been called into question, with recent statements from U.S. Treasury Secretary suggesting a need for the Fed to refocus [6].

（编辑 袁冠琳） 证券日报网讯 科创信息8月5日在互动平台回答投资者提问时表示，在技术体系上，公司目前已构建了 行业领先的、具有自主知识产权的人工智能平台、机器视觉平台、数字孪生平台、数据可信协作平台和 知识图谱平台等基础平台，全面支撑公司的各项业务的开展；在AI+业务的场景融合应用上，已深度应 用于公司的数字政府业务和智慧企业业务，如：构建了政务行业大模型，打造了智能定位、智能推荐、 智能填报、智能核验、智能分发等业务场景，先进制造业中机器视觉缺陷检测的应用、经营管控一体 化、企业智能营销、智能客服、智能协维等一系列产品。公司的区块链技术主要应用于数据要素流通、 政务服务、智慧教育、医疗健康、企业服务等领域。 ...

Group 1 - NTT has announced a significant acquisition of NTT Data Group Corp. for 2.37 trillion yen (approximately 16.3 billion USD), aimed at enhancing its artificial intelligence strategy and simplifying its corporate structure [1] - The acquisition settlement is set to begin on June 26, with NTT currently holding about 58% of NTT Data's shares and offering 4,000 yen per share for the remaining shares to take the company private [1] - As one of the largest data center operators globally, the acquisition will position artificial intelligence as a core business for NTT Group, facilitating expansion in global markets [1] Group 2 - The Japanese government holds about one-third of NTT's shares and is promoting the development of domestic AI platforms to compete with international players like OpenAI and China's DeepSeek, with NTT competing alongside KDDI and SoftBank in the growing AI sector [1] - This acquisition reflects the regulatory pressure faced by Japanese corporate groups, as regulators urge companies to streamline their structures, particularly in light of warnings from the Tokyo Stock Exchange regarding listed parent-subsidiary structures [1] - Following NTT's move, NEC Group has completed the acquisition of its subsidiary NEC Networks and System Integration, and Toyota's chairman has also planned to acquire Toyota Industries, suggesting a trend of consolidation among Japanese companies [2]

图 点击 上方 硬AI 关注我们 AI热门股Palantir第一季度业绩大超预期，一季度营收达8.84亿美元，较去年同期的6.343亿美元增长了39%，同时预计 今年营收将达到38.9-39.0亿美元之间。尽管业绩亮眼，高估值导致股价短期面临回调压力。 CEO Alex Karp将政府部门增长归功于美国政府部门对其工具的更广泛采用，他指出对大语言模型和支持软 件的需求已经"变成了一股热潮"。不过由于公司当前高估值，同时投资者获利了结，股价面临回调压力，美 一季度营收达8.84亿美元，高于分析师预期的8.63亿美元。 较去年同期的6.343亿美元增长了39%。 调整后每股收益为0.13美元，符合市场预期； 营收净收入增至约2.14亿美元（每股0.08美元），相比去年同期的约1.055亿美元（每股0.04美元）有 显著提升。 第一季度运营利润率达19.9%，较去年同期的12.8%大幅改善， 美国政府业务增长45%至3.73亿美元；而美国商业收入则暴增71%至2.55亿美元。 股盘后下跌超8%。 01 高估值的代价： 即使超预期成绩也难以满足市场期望 自2023年4月Palantir推出新的"人工智能平台"以来，A ...

AI热门股Palantir第一季度业绩大超预期，公司大幅上调全年指引。尽管业绩亮眼，高估值面临回调压力。 周一，Palantir公布了一季度业绩，其美国政府和商业业务表现强劲，营收远超华尔街预期： CEO Alex Karp将政府部门增长归功于美国政府部门对其工具的更广泛采用，他指出对大语言模型和支持软件的需求已 经"变成了一股热潮"。不过由于公司当前高估值，同时投资者获利了结，股价面临回调压力，美股盘后下跌超8%。 高估值的代价：即使超预期业绩也难以满足市场期望 自2023年4月Palantir推出新的"人工智能平台"以来，AI商业部门增长迅猛。公司股价也从2023年中期的每股不到10美元飙 升至近120美元，使其估值接近3000亿美元。 今年以来，Palantir股票更是成为标普500指数中表现最佳的成分股，年初以来股价上涨64%，完全无视2025年科技股的普 遍下跌趋势。 一季度营收达8.84亿美元，高于分析师预期的8.63亿美元。较去年同期的6.343亿美元增长了39%。调整 后每股收益为0.13美元，符合市场预期； 营收净收入增至约2.14亿美元（每股0.08美元），相比去年同期的约1.055亿美元 ...