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Why the Nvidia story may be 'coming to an end', stocks close higher to end the week
Youtube· 2025-09-26 21:22
[Music] That's the closing bell on Wall Street and now it's market domination overtime. We're giving you full coverage of all the moves to get you up to speed on the action from today's trade. Guy who finances Jared Blickery joining us here to break it all down.Jared, thank you Josh. Nice comeback Friday. We're seeing a lot of green on our screen here at least in terms of the major averages.We'll start with the NASDAQ up about 100 points or 4/10en of 1%. Here's the day's price action. We had a little green, ...
Zananiri: A.I. "Hopium" Echoes Dot Com Bubble, NVDA & Other Chips Strong Long-Term
Youtube· 2025-09-26 19:30
We welcome in Jeff Zaneri, independent day trader telling us uh and he has a long history way back on Wall Street Merrill and Bearer and um so you've been here a long time Jeff what do you think is happening here in a market that hit records recently pulling back a bit this week your thoughts. So, it's kind of funny. We were talking last time, I think, about how, you know, I started at Bear in the 90s and it was.com and you had a lot of these internet stocks and the internet was massive. Obviously, it ended ...
Chinese stocks are on fire this year, drawing big interest from foreign and domestic investors
CNBC· 2025-09-26 15:32
Group 1: Market Trends - Chinese stocks are attracting both local and foreign investors, with the Shanghai Composite reaching a decade high and Hong Kong's Hang Seng index up 30% in 2025, marking its largest annual advance since 2017 [2][3] - The rally, referred to as the "9.24 performance," began on September 24, 2024, following a coordinated press briefing by top financial officials announcing measures to support the economy and stock market [3] Group 2: Government Policies - The Chinese government is shifting its focus towards economic growth in response to increasing deflationary pressures, encouraging investment in the stock market [3] - Authorities are promoting institutional investment in Chinese markets, mandating insurers and state mutual funds to increase their equity holdings [5] Group 3: Investor Sentiment - Retail investors, previously cautious due to past stock market crashes, are now showing renewed interest in stocks, driven by a slump in the property sector and limited investment options abroad [6] - Despite the growing interest, many retail investors still perceive the stock market as a gamble rather than a long-term investment, contrasting with the U.S. market where retail investors account for about 20% of trading [7][8]
AI has bright future in Latin America, despite training deficit: regional Google chief
TechXplore· 2025-09-26 09:20
Core Insights - AI adoption in Latin America is comparable to that in the United States and Europe, but a significant training shortage exists that hampers growth [3][4] - Latin Americans show optimism regarding AI's potential, although concerns about its impact on media traffic have been raised [4] - Google has experienced a turnaround in its AI journey, reporting second-quarter profits of $28.2 billion largely due to AI advancements [5] AI Adoption and Training - The rate of AI adoption in Latin America is nearly on par with the US and Europe, indicating a growing interest in technology [3] - A major challenge is the lack of trained professionals ready to work with AI, which is seen as a barrier to further growth [4] Media Impact - Despite concerns, traffic to media company websites has not decreased; instead, AI is believed to filter and direct higher quality traffic to these sites [4] Environmental Considerations - Google's expansion in Latin America includes the construction of data centers, which has raised environmental concerns due to high water consumption [5][6] - In response to environmental regulations, Google has revised plans for data centers in Chile and Uruguay to implement more sustainable cooling technologies [7] Financial Performance - Google's parent company, Alphabet, reported significant profits attributed to AI, highlighting the financial benefits of AI integration [5]
兰德公司:2025AI应用与行业转型报告,对医疗、金融服务、气候、能源及交通领域的影响
欧米伽未来研究所2025· 2025-09-26 03:17
"欧米伽未来研究所"关注科技未来发展趋势,研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界范围重要科技研究 进展和未来趋势研究。 ( 点击这里查看广义智能体理论 ) 兰德公司发布的这份51页研究报告,对人工智能(AI)在医疗、金融服务、气候与能源、以及交通运输四大领域的应用现状、能力跃迁与政策影响进行 了系统梳理。报告给出一套五级"AI能力框架",用于解读从"语言理解与基础任务"到"组织级决策复制"的跨行业演进,并据此识别各行业的特定风险与治 理要点。 报告要点与方法 报告强调:AI已处在能力跃迁的拐点,相关进展将重塑经济与社会关键部门。为便于跨行业比较,兰德研究团队综合OpenAI、Anthropic与Google DeepMind等机构的最新能力划分,凝练出适用于具体行业评估的五级框架:Level 1"语言理解与基础任务"(已实现),Level 2"增强推理与问题求 解"(涌现中),Level 3"复杂环境中的持续自治运行"、Level 4"创造性与创新能力"、Level 5"组织级人类决策流程的全面复制"(后三者属于未来态)。 该框架帮助政策制定者在不同行业与不同成熟阶段"对号入 ...
持股过节,还是持币过节?关键在于甄别资产质量
British Securities· 2025-09-26 01:42
英大证券研究所证券研究报告 持股过节,还是持币过节?关键在于甄别资产质量 分析师:惠祥凤 执业证书编号:S0990513100001 电话:0755-83007028 邮箱:huixf@ydzq.sgcc.com.cn 观点: 总量视角 【A 股大势研判】 自 9 月 16 日以来,晨报经常提醒,周四晨报又一次提醒,除了依旧看好科 技板块之外,新能源赛道中具备核心技术储备的龙头企业仍可逢低关注。同时提 醒,顺周期板块作为经济复苏的核心受益者,也有机会。 金 点 策 略 晨 报 2025 年 9 月 26 日 市场走势如我们预期,周四沪深三大指数集体低开,盘中沪指维持震荡整理 态势,创业板指与深成指则盘中发力拉升走高,最终两大指数再度刷新年内新高。 盘面上看,科技股内部呈现良性轮动态势,新能源龙头大涨力挺创指,有色金属 等顺周期板块也有表现。 板块方面,首先,虽然我们依旧看好科技板块。不过,连续上涨后,板块内 部的可能出现分化;其次,新能源赛道仍可逢低关注。具备核心技术储备的龙头 企业,有望同时享受估值修复与业绩增长的双重红利;第三,顺周期板块与高端 制造领域,作为经济复苏的核心受益者,也有机会;除此之外,券商 ...
Why the stock market's record-breaking rally is stalling out
Yahoo Finance· 2025-09-25 23:33
Stocks were on track for their third straight day of losses on Thursday. Major indexes slipped, led by top tech names. Strong economic data sent yields higher, while AI bullishness waned. The record-setting rally in stocks is stumbling this week. US stocks dropped on Thursday as traders took in strong economic data, revised their expectations for Fed rate cuts, and took in wearing momentum in the AI trade. All three major US indexes slipped lower in the early morning, putting them on track for the ...
想对您说生日快乐
Bei Jing Qing Nian Bao· 2025-09-25 18:21
Group 1 - The article emphasizes the pride and joy of celebrating the 76th birthday of the motherland, highlighting the progress and transformation of China over the years [3][4][5] - It reflects on the contributions of various professionals, such as aerospace engineers and environmental scientists, in building a stronger nation [2][6][7] - The narrative illustrates the contrast between the past and present, showcasing advancements in technology, infrastructure, and environmental protection [4][6][9] Group 2 - The text conveys a sense of collective responsibility among the youth to continue the legacy of national pride and development [10][12][13] - It highlights the importance of personal experiences and observations in understanding the broader narrative of national progress [14] - The article calls for a celebration of the achievements of the nation while recognizing the ongoing efforts of individuals in various fields [1][8][15]
There's a productivity boom in the U.S. similar to the 1990s, says KKR's Henry McVey
Youtube· 2025-09-25 13:30
Right now though, let's get a little more reaction to this latest economic data with Henry McVey. He's KKR's balance sheet CIO. And Henry, it's been a while since we've seen you.Thanks for coming in. >> It's great to be here. >> Let's talk.I know you're just coming back from Asia and I want to talk about that, but first let's focus on what's happening here in the United States. What did you think of these numbers. Um, better than anticipated on many levels.I >> I think they uh really justify what we've been ...
中国移动安徽公司“数智转型 移动赋能”集中调研活动启动
Xin Hua Wang· 2025-09-25 11:42
新华网合肥9月25日电(吴万蓉)9月25日,中国移动安徽公司"数智转型 移动赋能"集中调研活动启动仪式在安徽合肥举行。来自 多家中央及地方主流媒体的10余名记者参加启动仪式,安徽移动副总经理王丽莉现场为采风团代表授旗,并宣布调研活动正式启动。 中国移动安徽公司战略客户中心副总经理陈鹤松作专题演讲。 本次调研活动以"数智转型 移动赋能"为主题,组织中央及地方主流媒体深入一线,通过实地探访和深度对话,全方位、多角度地 展现安徽在推动产业数字化、智能化升级方面的生动实践和丰硕成果。 当日,媒体调研团一行走进蔚来汽车第二先进制造基地,感受"5G+车路协同"如何"智链未来";实地探访威灵汽车部件公司,见 证"5G+数字化工厂"助力皖企实现"技术出海"与"品牌出海"。这些鲜活的案例,正是安徽移动充分发挥其在5G、大数据、云计算等领域 优势,赋能千行百业数字化转型的缩影,更是安徽乃至全国奋力谱写高质量发展新篇章的精彩写照。 安徽移动副总经理王丽莉致辞。 王丽莉在致辞中表示,一直以来,安徽移动牢记"国之大者",积极融入安徽经济社会发展大局,践行"数字中国"战略、锚定"数字 安徽"建设目标,持续加大信息基础设施建设投入,为安徽 ...