等待开盘 06-29 09:30:00 美东时间
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伯利披露一组配对期权布局:在微软股价为352美元时,买入2028年12月到期、行权价700美元的微软看涨期权,同时持有英伟达2027年1月到期看跌期权、QQQ...
06-28 01:54
核心事件:伯里购入2028年到期、行权价700美元出头的微软长期看涨期权,并非全面看多人工智能板块,而是针对该标的的选择性押注,同时搭配英伟达、纳斯达克100指...
06-28 00:06
当前英伟达股价较236.26美元的52周高点回落27%,此前板块异动中半导体ETF(SOXX)单日大跌10%,英伟达市值一度蒸发超3000亿美元,已超出常规波动...
06-27 15:34
当前美股领涨格局高度集中,上周标普500指数仅靠20只成分股推动便创下历史收盘新高,该领涨个股数量与2000年3月互联网泡沫顶峰水平基本相当,20只领涨股中有...
06-27 13:07
Technology stocks are coming under increasing pressure even as major equity indexes hold at key moving averages, signaling a period of market rotation that could persist through the summer, according ...
06-27 04:30
For nearly two years, buying Nvidia Corp. (NASDAQ:NVDA) was often the same as buying the artificial intelligence trade. But one technical chart suggests that relationship is beginning to change. The chart tracks Nvidia’s performance relative to the iShares Semiconductor ETF (NASDAQ:SOXX)—a widely fo...
06-26 22:31
高盛发布判断,当前对冲基金了结半导体及设备制造商持仓获利,属于仓位调整与对冲操作,并非人工智能投资赛道转向。 核心相关关键数据: 高盛预计今年人工智能投资将拉...
06-26 20:44
一边是接近1900亿美元的资本支出预期,一边是自由现金流下降和利润率承压。微软的AI布局没有放缓,却让华尔街开始重新计算长期回报,这也是近期股价持续走弱的关键原因。
06-26 19:03
BUZZ-Chip stocks fall as broader tech weakness overshadows upbeat chip outlook ** Chip stocks fall premarket, tracking broader tech weakness, despite upbeat AI demand signals from Micron MU.O and Qualcomm QCOM.O ** Investors remain worried about hyperscaler spending on AI and who foots the bill ** Q
06-26 18:13
核心事件:摩根士丹利将近期存储芯片板块股价下跌定义为“良性回调”并视为逢低布局机会,本次6月23日美光科技单日下跌13%的行情,实际是韩股科技股抛售拖累叠加存储...
06-26 17:56