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美股成交额TOP 20 | 直觉外科绩后涨近14%，奈飞跌超10%；AMD、Palantir跌超3%，德州仪器跌超5%
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05:10","market":"hk","language":"zh","title":"美股成交额TOP 20 | 直觉外科绩后涨近14%，奈飞跌超10%；AMD、Palantir跌超3%，德州仪器跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577312687","media":"环球市场播报","summary":"周三美股成交额第1名特斯拉收跌0.82%，成交332.96亿美元。该公司因潜在电池连接故障召回部分Model 3与Model Y车型。此次召回涉及约12963辆车，需更换电池包接触器。该故障可能导致车辆动力突然丧失，增加碰撞风险。该公司宣布召回超140万辆汽车，因后视摄像头存在缺陷。该公司称2026年DRAM供需失衡将加剧。","content":"<html><head></head><body><p style=\"text-align: justify;\"><strong>周三美股成交额第1名</strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a><strong>收跌0.82%，成交343.23亿美元。</strong></p><p style=\"text-align: justify;\">该公司因潜在电池连接故障召回部分Model 3与Model Y车型。此次召回涉及约12963辆车，需更换电池包接触器。该故障可能导致车辆动力突然丧失，增加碰撞风险。</p><p style=\"text-align: justify;\">此外<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司于美股周三收盘后公布财报：第三财季营收281亿美元，好于预期的263.6亿美元；Q3调整后每股收益0.50美元，不及预期的0.54美元；第三季度毛利率18%，好于预估的17.2%；第三季度自由现金流39.9亿美元，大幅超出预估的12.5亿美元。</p><p style=\"text-align: justify;\"><strong>第2名</strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a><strong>收跌0.49%，成交290.62亿美元。</strong></p><p style=\"text-align: justify;\">昨日有AI泡沫吹哨人发出警告称，当前的人工智能投资呈现出经典资本周期的特征：过度投资导致产能过剩，同时资本回报率下降。</p><p style=\"text-align: justify;\">该人士表示，AI领域的有些投资已经达到了有些脱离逻辑的地步，最明显的例子，是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Open AI及<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>相互间的合作，其模式是“英伟达投钱给OpenAI、OpenAI将钱投资于数据中心甲骨文、甲骨文将资金用来买英伟达的芯片”，表明市场已经进入了周期的全面狂热阶段。</p><p style=\"text-align: justify;\"><strong>第3名</strong><a href=\"https://laohu8.com/S/NFLX\">奈飞</a><strong>收跌10.07%，成交165.76亿美元。</strong></p><p style=\"text-align: justify;\">该公司第三财季业绩意外不及预期，虽然服务涨价和会员强劲增长推动公司的收入继续猛增，但与巴西税务部门的纠纷带来超6亿美元的意外支出拖累盈利。公司还因巴西的税务问题下调了全年的利润率指引。</p><p style=\"text-align: justify;\"><strong>第4名</strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a><strong>收跌3.28%，成交135.25亿美元。</strong></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>周三表示，受近期人工智能相关交易激增的推动，英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>三家公司可能拥有比市场预期更大的营收上行潜力。</p><p style=\"text-align: justify;\"><strong>第5名</strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a><strong>收跌1.64%，成交116.23亿美元。</strong></p><p style=\"text-align: justify;\">作为 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone业务线多年以来最大的创新，以超薄作为卖点的iPhone Air正在面临资本市场的非议。周三晚间的最新消息也显示，相较其他iPhone 17系列机型的热销，iPhone Air的需求疲软已经推动苹果公司调整生产计划。</p><p style=\"text-align: justify;\">据最新爆料称，苹果公司正大幅削减iPhone Air的生产订单，同时增加其他iPhone 17机型的订单。多位知情人士称，虽然iPhone Air上周才刚开启在中国大陆市场的预购，但由于其他市场需求疲软，其生产订单已经削减至“接近停产水平”。</p><p style=\"text-align: justify;\"><strong>第7名</strong><a href=\"https://laohu8.com/S/PLTR\">Palantir</a><strong>收跌3.32%，成交101.24亿美元。</strong></p><p style=\"text-align: justify;\">Piper Sandler日前将<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>目标价从182美元上调至210美元，同时对重申该股票“增持”评级。</p><p style=\"text-align: justify;\">分析师Clarke Jeffries表示，Palantir估值已无容错空间，这一点毋庸置疑，尤其是若出现任何增长放缓的迹象，影响将更为明显。</p><p style=\"text-align: justify;\">不过该分析师指出，Palantir的未来收入确定性极高，既定合同价值超70亿美元，外加约40亿美元的不定期交付/不定量（IDIQ）合同估值；今年以来商业订单实现三位数增长且增速持续加快；同时在美国1万亿美元国防开支中，公司拥有无可比拟的市场份额机会。因此，Palantir尚未达到增长峰值，目前暂无因素中断其增长势头。</p><p style=\"text-align: justify;\"><strong>第9名</strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a><strong>收跌1.84%，成交96.34亿美元。</strong></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>周三表示，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>转向仓库<a href=\"https://laohu8.com/S/300024\">机器人</a>每年可节省高达40亿美元。</p><p style=\"text-align: justify;\"><strong>第13名</strong><a href=\"https://laohu8.com/S/GEV\">GE Vernova</a><strong>收跌1.59%，成交57.71亿美元。</strong></p><p style=\"text-align: justify;\">这家聚焦于电力系统与清洁能源的<a href=\"https://laohu8.com/S/AEP\">美国电力</a>巨头已同意收购变压器制造商Prolec GE中其尚未持有的股份，当前人工智能热潮正推动电力行业产品与服务需求激增。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GEV\">GE Vernova</a>将支付约53亿美元，从合资伙伴墨西哥西格努斯集团收购Prolec剩余50%的股权。</p><p style=\"text-align: justify;\">GE Vernova首席执行官斯科特·斯特拉齐克在接受采访时表示：“此举与我们当前的众多优先事项高度契合。”他称全资控股Prolec意味着GE Vernova能增加在北美和电网设备领域的投资，并扩大对建设数据中心的超大规模企业的服务范围。“每个季度我们都在持续深化与数据中心的紧密联系。”</p><p style=\"text-align: justify;\">随着实现大科技公司AI目标所需的数据中心耗电量激增，加之经济电气化程度持续深化，全球电力需求正迅猛增长。</p><p style=\"text-align: justify;\"><strong>第14名</strong><a href=\"https://laohu8.com/S/F\">福特汽车</a><strong>收跌1.04%，成交51.48亿美元。</strong></p><p style=\"text-align: justify;\">该公司宣布召回超140万辆汽车，因后视摄像头存在缺陷。召回涉及2015-2020年多款车型，摄像头可能显示扭曲或空白图像。<a href=\"https://laohu8.com/S/F\">福特</a>将免费更换摄像头，以解决已导致5起事故报告的安全隐患。</p><p style=\"text-align: justify;\">NHTSA称，此次召回涉及2015年至2020年款的多个车型，包括Flex、Explorer、林肯MKT、林肯MKZ、C-Max、Escape、Taurus、Fusion、Fiesta以及Mustang等。</p><p style=\"text-align: justify;\"><strong>第18名</strong><a href=\"https://laohu8.com/S/ISRG\">直觉外科公司</a> <strong>收高13.89%，成交44.18亿美元。</strong></p><p style=\"text-align: justify;\">该公司在周二盘后公布的三季度业绩全面超越市场预期。经调整后每股收益达2.40美元，超过市场普遍预测的1.99美元。营收达到25.1亿美元，显著高于24.1亿美元的预期。</p><p style=\"text-align: justify;\">上述业绩主要得益于市场对其达芬奇和Ion机器人手术系统的强劲需求。全球达芬奇和Ion系统手术量较去年同期增长约20%。</p><p style=\"text-align: justify;\">面对亮眼业绩，分析师迅速采取行动：派珀桑德勒维持对该股的“买入”评级，并将目标价从595美元上调至610美元。<a href=\"https://laohu8.com/S/WFC\">富国银行</a>重申“买入”评级，并将目标价从599美元提升至600美元。BTIG维持“买入”评级，并将目标价从529美元上调至589美元。<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI维持“与大市同步”评级，但将目标价从450美元调升至540美元。贝雅重申“买入”评级，并将目标价从536美元大幅上调至655美元。</p><p style=\"text-align: justify;\"><strong>第19名</strong><a href=\"https://laohu8.com/S/TXN\">德州仪器</a><strong>收跌5.6%，成交额43.92亿</strong></p><p style=\"text-align: justify;\">消息面上，<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>预计，第四季度收入将达到42.2亿-45.8亿美元，分析师此前的平均预期为45亿美元，每股收益为1.13至1.39美元，也逊于市场预期。这一业绩展望表明，在应对日益加剧的贸易紧张局势和不稳定的经济之际，客户正在放缓订单。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股成交额TOP 20 | 直觉外科绩后涨近14%，奈飞跌超10%；AMD、Palantir跌超3%，德州仪器跌超5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股成交额TOP 20 | 直觉外科绩后涨近14%，奈飞跌超10%；AMD、Palantir跌超3%，德州仪器跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-23 05:10 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-10-23/doc-infuvkuy9838911.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三美股成交额第1名特斯拉收跌0.82%，成交343.23亿美元。该公司因潜在电池连接故障召回部分Model 3与Model Y车型。此次召回涉及约12963辆车，需更换电池包接触器。该故障可能导致车辆动力突然丧失，增加碰撞风险。此外特斯拉公司于美股周三收盘后公布财报：第三财季营收281亿美元，好于预期的263.6亿美元；Q3调整后每股收益0.50美元，不及预期的0.54美元；第三季度毛利率18%...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-10-23/doc-infuvkuy9838911.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/042bf15c0077d603424f111d4bf49f8c","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND 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AI及甲骨文相互间的合作，其模式是“英伟达投钱给OpenAI、OpenAI将钱投资于数据中心甲骨文、甲骨文将资金用来买英伟达的芯片”，表明市场已经进入了周期的全面狂热阶段。第3名奈飞收跌10.07%，成交165.76亿美元。该公司第三财季业绩意外不及预期，虽然服务涨价和会员强劲增长推动公司的收入继续猛增，但与巴西税务部门的纠纷带来超6亿美元的意外支出拖累盈利。公司还因巴西的税务问题下调了全年的利润率指引。第4名美国超微公司收跌3.28%，成交135.25亿美元。摩根大通周三表示，受近期人工智能相关交易激增的推动，英伟达、AMD和博通三家公司可能拥有比市场预期更大的营收上行潜力。第5名苹果收跌1.64%，成交116.23亿美元。作为 苹果iPhone业务线多年以来最大的创新，以超薄作为卖点的iPhone Air正在面临资本市场的非议。周三晚间的最新消息也显示，相较其他iPhone 17系列机型的热销，iPhone Air的需求疲软已经推动苹果公司调整生产计划。据最新爆料称，苹果公司正大幅削减iPhone Air的生产订单，同时增加其他iPhone 17机型的订单。多位知情人士称，虽然iPhone Air上周才刚开启在中国大陆市场的预购，但由于其他市场需求疲软，其生产订单已经削减至“接近停产水平”。第7名Palantir收跌3.32%，成交101.24亿美元。Piper Sandler日前将Palantir目标价从182美元上调至210美元，同时对重申该股票“增持”评级。分析师Clarke Jeffries表示，Palantir估值已无容错空间，这一点毋庸置疑，尤其是若出现任何增长放缓的迹象，影响将更为明显。不过该分析师指出，Palantir的未来收入确定性极高，既定合同价值超70亿美元，外加约40亿美元的不定期交付/不定量（IDIQ）合同估值；今年以来商业订单实现三位数增长且增速持续加快；同时在美国1万亿美元国防开支中，公司拥有无可比拟的市场份额机会。因此，Palantir尚未达到增长峰值，目前暂无因素中断其增长势头。第9名亚马逊收跌1.84%，成交96.34亿美元。摩根士丹利周三表示，亚马逊转向仓库机器人每年可节省高达40亿美元。第13名GE Vernova收跌1.59%，成交57.71亿美元。这家聚焦于电力系统与清洁能源的美国电力巨头已同意收购变压器制造商Prolec GE中其尚未持有的股份，当前人工智能热潮正推动电力行业产品与服务需求激增。GE Vernova将支付约53亿美元，从合资伙伴墨西哥西格努斯集团收购Prolec剩余50%的股权。GE Vernova首席执行官斯科特·斯特拉齐克在接受采访时表示：“此举与我们当前的众多优先事项高度契合。”他称全资控股Prolec意味着GE Vernova能增加在北美和电网设备领域的投资，并扩大对建设数据中心的超大规模企业的服务范围。“每个季度我们都在持续深化与数据中心的紧密联系。”随着实现大科技公司AI目标所需的数据中心耗电量激增，加之经济电气化程度持续深化，全球电力需求正迅猛增长。第14名福特汽车收跌1.04%，成交51.48亿美元。该公司宣布召回超140万辆汽车，因后视摄像头存在缺陷。召回涉及2015-2020年多款车型，摄像头可能显示扭曲或空白图像。福特将免费更换摄像头，以解决已导致5起事故报告的安全隐患。NHTSA称，此次召回涉及2015年至2020年款的多个车型，包括Flex、Explorer、林肯MKT、林肯MKZ、C-Max、Escape、Taurus、Fusion、Fiesta以及Mustang等。第18名直觉外科公司 收高13.89%，成交44.18亿美元。该公司在周二盘后公布的三季度业绩全面超越市场预期。经调整后每股收益达2.40美元，超过市场普遍预测的1.99美元。营收达到25.1亿美元，显著高于24.1亿美元的预期。上述业绩主要得益于市场对其达芬奇和Ion机器人手术系统的强劲需求。全球达芬奇和Ion系统手术量较去年同期增长约20%。面对亮眼业绩，分析师迅速采取行动：派珀桑德勒维持对该股的“买入”评级，并将目标价从595美元上调至610美元。富国银行重申“买入”评级，并将目标价从599美元提升至600美元。BTIG维持“买入”评级，并将目标价从529美元上调至589美元。Evercore ISI维持“与大市同步”评级，但将目标价从450美元调升至540美元。贝雅重申“买入”评级，并将目标价从536美元大幅上调至655美元。第19名德州仪器收跌5.6%，成交额43.92亿消息面上，德州仪器预计，第四季度收入将达到42.2亿-45.8亿美元，分析师此前的平均预期为45亿美元，每股收益为1.13至1.39美元，也逊于市场预期。这一业绩展望表明，在应对日益加剧的贸易紧张局势和不稳定的经济之际，客户正在放缓订单。","news_type":1,"symbols_score_info":{"NFLX":1.5,"AMD":1.5,"PLTR":1.5,"TXN":1.5,"GFS":1.5,"ISRG":1.5}},"isVote":1,"tweetType":1,"viewCount":433,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/492156992602464"}
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