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美股标普、道指齐创新高,迹象显示美国经济状况良好
3 6 Ke· 2025-08-29 03:34
稳健的美国经济数据推动美股再度走高。截至收盘,道指上涨0.16%,纳指上涨0.53%,标普500收于6501.86点,再创历史新高——这是2025年以来的第19 次刷新纪录。 不过交易员在保持克制,他们没有急于采取重大行动,,而是选择等待更多通胀数据的指引,以判断美联储降息的节奏。 Northlight Asset Management 分析师 Chris Zaccarelli 表示:"市场已经消化了9月降息的预期,而关键在于,从现在到9月之间,通胀必须保持受控。" 瑞银全球财富管理的Ulrike Hoffmann表示:"我们对美股市场前景仍然充满信心,并预测到2026年6月标普500指数将达到6800点,对股.票市场拥有广泛、多 元化的敞口应该能够让投资者参与到人工智能驱动的增长中,尽管我们在个股和主题层面看到了更大的机会"。 美股投资网首席分析师Ken表示: "所谓"人工智能泡沫"其实是一个巨大的误解。 为什么?因为 AI 的成长完全有迹可循。 根据 The Information 的统计,目前仅 OpenAI 和 Anthropic 两家公司,就贡献了整个 AI 原生收入的 88%。截至最新数据,所有 ...
“纯正AI算力概念股”遭遇稀释利器:超微电脑(SMCI.US)20亿美元可转债一锤击落股价
Zhi Tong Cai Jing· 2025-06-23 23:50
Core Viewpoint - Supermicro Computer (SMCI.US), one of the largest AI server manufacturers globally, announced plans to issue approximately $2 billion in convertible bonds, leading to a nearly 10% drop in its stock price by the end of Monday's trading session, despite a year-to-date increase of over 40% prior to the announcement [1][2] Group 1: Company Performance and Market Reaction - The stock price typically declines significantly when a company announces the issuance of convertible bonds due to potential dilution of existing shareholders [1] - Supermicro's stock price has increased approximately 35% this year, driven by strong demand for AI computing infrastructure, particularly for servers equipped with NVIDIA's latest Blackwell series AI chips [1][4] - The company plans to use the proceeds from the bond issuance for general corporate purposes, including operational funding for growth and business expansion, and intends to repurchase about $200 million of its own stock [1][2] Group 2: Competitive Position and Future Outlook - Despite the stock price drop, Supermicro is recognized as a leading provider of high-performance AI server systems, quickly launching products in response to new AI chip releases from competitors like NVIDIA, AMD, and Intel [2] - Analysts from Raymond James and Rosenblatt Securities have reiterated a "buy" rating for Supermicro, highlighting that up to 70% of its revenue comes from AI server-related business, with a 12-month target price set at $50 [4] - The company has secured significant contracts, including a large AI server supply agreement with a major data center in Saudi Arabia [3] Group 3: Industry Trends and Investment Sentiment - Investment firms like BlackRock and Morgan Stanley recommend maintaining exposure to AI-driven stocks, emphasizing their potential to outperform the S&P 500 index despite challenges such as tariff policies [7] - The demand for AI computing infrastructure remains robust, with cloud giants like Amazon, Microsoft, Alibaba, and Google leading the surge in AI budget allocations [7] - Competitors like Dell are also ramping up production of AI servers, indicating a growing market for AI applications that require substantial data processing capabilities [8][9]