| 德国DAX30 | 25,034.13 | 25,098.63 | 24,975.49 | +137.19 | +0.55% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 10,056.68 | 10,107.40 | 10,047.25 | -66.05 | -0.65% | | II 法国CAC40 | 8,224.95 | 8,257.33 | 8,211.62 | -12.48 | -0.15% | | ■ 欧洲斯托克50 | 5,919.45 | 5,940.96 | 5,910.95 | -12.34 | -0.21% | 3. 截至发稿，WTI原油跌0.37%，报56.92美元/桶。布伦特原油跌0.10%，报60.64美元/桶。 | ■ WTI原油 | 2026年2月 | 56.92 | 57.09 | 55.78 | -0.21 | -0.37% | | --- | --- | --- | --- | --- | --- | --- | | 瑶 伦敦布伦特原油 | 2026年3月 | 60.64 | 60.72 | 59.88 ...

而英伟达在AI加速器市场占据 80%以上 的市场份额，其产品为客户提供了最低的总拥有成本(TCO)。 在摩根大通公司举办的活动上，Kress指出，企业数据处理需求(而不仅仅是人工智能)也在推动对下一 代计算技术的需求，这将有助于到本十年末，相关投资总额达到数万亿美元。 然而，这些言论并未打动投资者。英伟达股价在美股收盘时下跌不到1%，至187.28美元。该股去年累 计上涨了39%。尽管前景乐观，但市场对AI领域的投资估值高昂，存在一定的风险。高盛和美银等机构 预测， 2026年 投资者可能会从过度集中AI龙头股转向关注更广泛的周期性股票，市场格局可能拓宽。 智通财经获悉，针对人工智能支出泡沫的担忧，英伟达公司表示，由于强劲的需求，此前发布的营收指 引将变得更加乐观。英伟达首席财务官 Colette Kress在摩根大通主办的活动上称，由于需求强劲，因此 英伟达如今更为看好数据中心业务，到 2026 年末，英伟达数据中心芯片的预期收入 " 肯定 " 会超过去 年 10 月给出的预测 5000 亿美元。 虽然该公司没有提供新的数字，但暗示在此期间的收入将超过 5000 亿美元。英伟达首席执行官黄仁勋 在新闻发布会 ...

Group 1: Market Trends and Signals - The global technology industry is entering a new expansion cycle, evidenced by strong signals such as AMD's stock reaching a 13-month high and Nvidia's data center chip orders extending to 2026, indicating significant potential in the autonomous driving sector [1] - Wall Street has shown positive signals, with BlackRock upgrading the MSCI China Index rating and Goldman Sachs increasing the position limits for Chinese concept stocks, reflecting strong confidence in the Chinese market [1] - Offshore RMB strengthened against the USD, surpassing the 7.15 mark, further enhancing market sentiment, while the FTSE China A50 Index futures rose by 0.8% [1] Group 2: Foreign Investment in China - Morgan Stanley reported that global funds net purchased $2.7 billion in Chinese stocks in July, doubling the scale from June, with foreign net purchases of Chinese stock funds reaching $18.8 billion from May to June [3] - As of the end of July, foreign ownership of A-shares approached 2.4 trillion yuan, indicating a significant influx of international capital into the Chinese market [3] - The anticipated interest rate cuts by the Federal Reserve have driven this capital influx, with traders betting on a 99.9% probability of a rate cut in September [3] Group 3: Tencent's Financial Performance - Tencent's Q2 revenue reached 184.5 billion yuan, a 15% year-on-year increase, significantly exceeding market expectations of 178.9 billion yuan, with a net profit of 63.1 billion yuan, up 10% [4] - All three core business segments—gaming, advertising, and fintech—showed substantial growth, with gaming revenue surging 22% and advertising revenue increasing by 20% [4] Group 4: Tencent's AI Initiatives - Tencent is actively embracing AI as a "new business gene," with innovations such as AI tactical coaches in "Honor of Kings" and AI virtual teammates in "Peace Elite," which have boosted user retention [5] - The advertising department has utilized AI to restructure its ad delivery model, resulting in a 34% increase in ad click-through rates, directly contributing to revenue growth [5] - Tencent's R&D expenditure reached 20.25 billion yuan in Q2, a 17% year-on-year increase, with capital expenditure soaring 119% to 19.11 billion yuan, primarily for building GPU clusters and data centers [5] Group 5: Market Reaction to Tencent's Performance - Tencent's American Depositary Receipts (ADRs) surged by 7%, reaching a four-year high, with a total market capitalization exceeding $700 billion, equivalent to 5.02 trillion yuan [7] - The surge in Tencent's stock price led to a collective rise in Chinese concept stocks, with the Nasdaq Golden Dragon China Index increasing by 2.3% and various ETFs experiencing significant gains [7]