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09-19 21:17

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@小虎老师:💰43家百亿市值美股创新高：谷歌、摩根大通、艾伯维原因及看点分析

09-16

这篇文章不错，转发给大家看看

美股成交额TOP20｜多重利好加持，谷歌再涨超4%，跻身3万亿俱乐部

2024-10-01

中国政策组合拳引爆全球市场

查看详情：中国政策组合拳引爆全球市场中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭此帖仅开放于中国大陆用户

中国政策组合拳引爆全球市场

2022-11-18

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<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","listText":"截至周四美股收盘， <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","text":"截至周四美股收盘， $道琼斯(.DJI)$上涨0.27%， $标普500(.SPX)$上涨0.48%， $纳斯达克(.IXIC)$上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： $谷歌(GOOG)$ $摩根大通(JPM)$ $艾伯维公司(ABBV)$ $GE航空航天(GE)$","images":[{"img":"https://static.tigerbbs.com/ce60132a3e06dba53f2950949d919290","width":"1500","height":"1700"},{"img":"https://community-static.tradeup.com/news/eb00d900ac2e80390632a7235ca20ed0","width":"1080","height":"1274"},{"img":"https://community-static.tradeup.com/news/ff69fc8e15ea3bb841ab4235451a9e0c","width":"1080","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480320277254296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479074290455232,"gmtCreate":1757979639961,"gmtModify":1757987441378,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"NIUNIU","avatar":"https://static.tigerbbs.com/e128a5ca218505ff2d1930d6c49ed842","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479074290455232","repostId":"2567477781","repostType":4,"repost":{"id":"2567477781","kind":"news","pubTimestamp":1757976300,"share":"https://www.laohu8.com/m/news/2567477781?lang=&edition=full","pubTime":"2025-09-16 06:45","market":"fut","language":"zh","title":"美股成交额TOP20｜多重利好加持，谷歌再涨超4%，跻身3万亿俱乐部","url":"https://stock-news.laohu8.com/highlight/detail?id=2567477781","media":"环球市场播报","summary":"　　周一美股成交额第1名$特斯拉$收高3.56%，成交680.47亿美元。英伟达可能面临50亿美元罚款。　　东八区时间周一下午，中国国家市场监督管理总局发布消息称，英伟达因违反反垄断法，被该局依法决定实施进一步调查。CoreWeave宣布与英伟达在2023年4月10日签署的协议基础上，达成一份新的订单协议，初始价值高达63亿美元。","content":"<html><head></head><body><p>　　周一美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收高3.56%，成交680.47亿美元。据特斯拉官网周一发布的FORM 4文件显示，该公司CEO马斯克于上周五（9月12日）斥资约10亿美元买入了257万股特斯拉股票。</p><p>　　文件显示，马斯克的买入价格在每股371.9美元至396.359美元之间。</p><p>　　根据Verity的数据，这类购买对马斯克来说很罕见，他上一次购买约20万股股票是在2020年2月14日，价值约1000万美元。根据Verity的数据，这是他有史以来最大的一次购买。</p><p>　　第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.04%，成交259.26亿美元。英伟达可能面临50亿美元罚款。</p><p>　　东八区时间周一下午，中国国家市场监督管理总局发布消息称，英伟达因违反反垄断法，被该局依法决定实施进一步调查。</p><p>　　市场监督管理总局称，近日，经初步调查，英伟达公司违反了《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》。</p><p>　　根据《中华人民共和国反垄断法》及2020年审查决定，英伟达可能面临以下处罚：按上一年度中国销售额的1%-10%计算，若以2023年中国区营收104亿美元测算，最高可处10.4亿美元罚款；情节特别严重时（如多次违法或造成重大市场损害），罚款可翻倍至50亿美元。</p><p>　　第3名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>A类股收高4.49%，成交145.54亿美元。<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet成为第四家市值突破3万亿美元的美股上市公司，此前花旗将谷歌母公司的目标价从225美元上调至280美元。</p><p>　　第4名<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>收高3.41%，成交120.52亿美元。该公司管理层明确披露，甲骨文云基础设施（OCI）营收将踏上陡峭增长曲线：2025财年（截至6月）营收102亿美元，2026财年将冲至320亿美元，到2030财年更是预计突破1440亿美元，复合年增长率近70%。</p><p>　　<a href=\"https://laohu8.com/S/GS\">高盛</a>在最新报告大幅上调甲骨文目标价但维持“中性”评级，其认为巨额资本支出将推迟至现金流盈亏平衡至29财年，而且能否转化为营收增长仍缺乏明确的可见性。</p><p>　　高盛在甲骨文26财年第二季度业绩发布后，将其目标价从195美元大幅上调至310美元，甲骨文目前股价为292.18美元，目前约有6%上涨空间，同时高盛维持中性评级不变。</p><p>　　第5名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收高1.12%，成交100.82亿美元。美银维持苹果买入评级，目标价270美元。</p><p>　　第10名<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>收跌0.13%，成交76.83亿美元。</p><p>　　第12名<a href=\"https://laohu8.com/S/AMD\">AMD</a>收高1.63%，成交58.79亿美元。马斯克日前在社交平台上表示，AMD的AI硬件在运行中小型AI模型时表现“相当不错”。这一表态被视为对AMD技术实力的认可，同时也暗示其在AI市场的竞争潜力。</p><p>　　第13名<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>收高7.60%，成交44.65亿美元。CoreWeave宣布与英伟达在2023年4月10日签署的协议基础上，达成一份新的订单协议，初始价值高达63亿美元。该协议旨在为CoreWeave客户提供预留的云计算容量，并在客户未完全使用其数据中心产能时，由英伟达购买剩余的闲置产能。</p><p>　　根据协议条款，英伟达承诺在2025年至2032年4月13日期间，承担购买CoreWeave未被客户使用的剩余产能的义务，前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产能利用率，也为英伟达在人工智能及高性能计算领域提供了更多算力支持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e46443db614b5336ce6bc89afe9b74\" tg-width=\"537\" tg-height=\"554\"/></p><p></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 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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TOP20｜多重利好加持，谷歌再涨超4%，跻身3万亿俱乐部\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-16 06:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-09-16/doc-infqrmiv4088390.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一美股成交额第1名特斯拉收高3.56%，成交680.47亿美元。据特斯拉官网周一发布的FORM 4文件显示，该公司CEO马斯克于上周五（9月12日）斥资约10亿美元买入了257万股特斯拉股票。　　文件显示，马斯克的买入价格在每股371.9美元至396.359美元之间。　　根据Verity的数据，这类购买对马斯克来说很罕见，他上一次购买约20万股股票是在2020年2月14日，价值约1000万美元。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-09-16/doc-infqrmiv4088390.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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl 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SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-09-16/doc-infqrmiv4088390.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2567477781","content_text":"周一美股成交额第1名特斯拉收高3.56%，成交680.47亿美元。据特斯拉官网周一发布的FORM 4文件显示，该公司CEO马斯克于上周五（9月12日）斥资约10亿美元买入了257万股特斯拉股票。　　文件显示，马斯克的买入价格在每股371.9美元至396.359美元之间。　　根据Verity的数据，这类购买对马斯克来说很罕见，他上一次购买约20万股股票是在2020年2月14日，价值约1000万美元。根据Verity的数据，这是他有史以来最大的一次购买。　　第2名英伟达收跌0.04%，成交259.26亿美元。英伟达可能面临50亿美元罚款。　　东八区时间周一下午，中国国家市场监督管理总局发布消息称，英伟达因违反反垄断法，被该局依法决定实施进一步调查。　　市场监督管理总局称，近日，经初步调查，英伟达公司违反了《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》。　　根据《中华人民共和国反垄断法》及2020年审查决定，英伟达可能面临以下处罚：按上一年度中国销售额的1%-10%计算，若以2023年中国区营收104亿美元测算，最高可处10.4亿美元罚款；情节特别严重时（如多次违法或造成重大市场损害），罚款可翻倍至50亿美元。　　第3名谷歌A类股收高4.49%，成交145.54亿美元。谷歌母公司Alphabet成为第四家市值突破3万亿美元的美股上市公司，此前花旗将谷歌母公司的目标价从225美元上调至280美元。　　第4名甲骨文收高3.41%，成交120.52亿美元。该公司管理层明确披露，甲骨文云基础设施（OCI）营收将踏上陡峭增长曲线：2025财年（截至6月）营收102亿美元，2026财年将冲至320亿美元，到2030财年更是预计突破1440亿美元，复合年增长率近70%。　　高盛在最新报告大幅上调甲骨文目标价但维持“中性”评级，其认为巨额资本支出将推迟至现金流盈亏平衡至29财年，而且能否转化为营收增长仍缺乏明确的可见性。　　高盛在甲骨文26财年第二季度业绩发布后，将其目标价从195美元大幅上调至310美元，甲骨文目前股价为292.18美元，目前约有6%上涨空间，同时高盛维持中性评级不变。　　第5名苹果收高1.12%，成交100.82亿美元。美银维持苹果买入评级，目标价270美元。　　第10名Palantir收跌0.13%，成交76.83亿美元。　　第12名AMD收高1.63%，成交58.79亿美元。马斯克日前在社交平台上表示，AMD的AI硬件在运行中小型AI模型时表现“相当不错”。这一表态被视为对AMD技术实力的认可，同时也暗示其在AI市场的竞争潜力。　　第13名CoreWeave收高7.60%，成交44.65亿美元。CoreWeave宣布与英伟达在2023年4月10日签署的协议基础上，达成一份新的订单协议，初始价值高达63亿美元。该协议旨在为CoreWeave客户提供预留的云计算容量，并在客户未完全使用其数据中心产能时，由英伟达购买剩余的闲置产能。　　根据协议条款，英伟达承诺在2025年至2032年4月13日期间，承担购买CoreWeave未被客户使用的剩余产能的义务，前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产能利用率，也为英伟达在人工智能及高性能计算领域提供了更多算力支持。","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355343021519104,"gmtCreate":1727763209964,"gmtModify":1727765563241,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"NIUNIU","avatar":"https://static.tigerbbs.com/e128a5ca218505ff2d1930d6c49ed842","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"title":"中国政策组合拳引爆全球市场","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/chinaconcept?actionID=fd7b61e4ea3ffc57c0fcfad8037e08fd&amp;skin=2&amp;os=iOS&amp;account_id=7542410&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=dcaffdb0123f4524351f0fbf8c63dd7f&amp;invite=FAYBT&amp;lang=zh_CN\">中国政策组合拳引爆全球市场</a> 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/chinaconcept?actionID=fd7b61e4ea3ffc57c0fcfad8037e08fd&amp;skin=2&amp;os=iOS&amp;account_id=7542410&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=dcaffdb0123f4524351f0fbf8c63dd7f&amp;invite=FAYBT&amp;lang=zh_CN\">中国政策组合拳引爆全球市场</a> 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","text":"查看详情： 中国政策组合拳引爆全球市场 中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355343021519104","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":667698457,"gmtCreate":1668741785280,"gmtModify":1668741890619,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"NIUNIU","avatar":"https://static.tigerbbs.com/e128a5ca218505ff2d1930d6c49ed842","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[{"img":"https://static.tigerbbs.com/d62c3dde92c27438e15e5f4894079549","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667698457","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":480311262237552,"gmtCreate":1758287867924,"gmtModify":1758288601990,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"NIUNIU","avatar":"https://static.tigerbbs.com/e128a5ca218505ff2d1930d6c49ed842","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"htmlText":"[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480311262237552","repostId":"480320277254296","repostType":1,"repost":{"id":480320277254296,"gmtCreate":1758275965853,"gmtModify":1758276127856,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"💰43家百亿市值美股创新高：谷歌、摩根大通、艾伯维原因及看点分析","htmlText":"截至周四美股收盘， <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","listText":"截至周四美股收盘， <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>上涨0.27%， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>上涨0.48%， <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> <a href=\"https://laohu8.com/S/ABBV\">$艾伯维公司(ABBV)$</a> <a href=\"https://laohu8.com/S/GE\">$GE航空航天(GE)$</a>","text":"截至周四美股收盘， $道琼斯(.DJI)$上涨0.27%， $标普500(.SPX)$上涨0.48%， $纳斯达克(.IXIC)$上涨0.94%，三大股指均创下历史新高，市场表现强劲。根据TradingView数据，市值超过100亿美元的公司中有43家创出新高。美联储降息影响：9月18日，美联储宣布降息25个基点，将利率区间下调至4.0%–4.25%。尽管主席鲍威尔将其称为“风险管理”，市场仍将其视为宽松周期的开始。此举有望降低企业融资成本，提振成长股和整体股市。经济韧性：美国初请失业金人数降至23.1万，低于预期，并创下近四年来最大单周降幅，显示劳动力市场依然稳健，缓解了对经济快速恶化的担忧。政治压力：特朗普总统正推动罢免美联储理事丽莎·库克，相关请求已提交至最高法院。这一举动引发了市场对美联储独立性及货币政策政治化的担忧。根据TradingView的数据，周四有43只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票： $谷歌(GOOG)$ $摩根大通(JPM)$ $艾伯维公司(ABBV)$ $GE航空航天(GE)$","images":[{"img":"https://static.tigerbbs.com/ce60132a3e06dba53f2950949d919290","width":"1500","height":"1700"},{"img":"https://community-static.tradeup.com/news/eb00d900ac2e80390632a7235ca20ed0","width":"1080","height":"1274"},{"img":"https://community-static.tradeup.com/news/ff69fc8e15ea3bb841ab4235451a9e0c","width":"1080","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480320277254296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479074290455232,"gmtCreate":1757979639961,"gmtModify":1757987441378,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"NIUNIU","avatar":"https://static.tigerbbs.com/e128a5ca218505ff2d1930d6c49ed842","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479074290455232","repostId":"2567477781","repostType":4,"repost":{"id":"2567477781","kind":"news","pubTimestamp":1757976300,"share":"https://www.laohu8.com/m/news/2567477781?lang=&edition=full","pubTime":"2025-09-16 06:45","market":"fut","language":"zh","title":"美股成交额TOP20｜多重利好加持，谷歌再涨超4%，跻身3万亿俱乐部","url":"https://stock-news.laohu8.com/highlight/detail?id=2567477781","media":"环球市场播报","summary":"　　周一美股成交额第1名$特斯拉$收高3.56%，成交680.47亿美元。英伟达可能面临50亿美元罚款。　　东八区时间周一下午，中国国家市场监督管理总局发布消息称，英伟达因违反反垄断法，被该局依法决定实施进一步调查。CoreWeave宣布与英伟达在2023年4月10日签署的协议基础上，达成一份新的订单协议，初始价值高达63亿美元。","content":"<html><head></head><body><p>　　周一美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收高3.56%，成交680.47亿美元。据特斯拉官网周一发布的FORM 4文件显示，该公司CEO马斯克于上周五（9月12日）斥资约10亿美元买入了257万股特斯拉股票。</p><p>　　文件显示，马斯克的买入价格在每股371.9美元至396.359美元之间。</p><p>　　根据Verity的数据，这类购买对马斯克来说很罕见，他上一次购买约20万股股票是在2020年2月14日，价值约1000万美元。根据Verity的数据，这是他有史以来最大的一次购买。</p><p>　　第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.04%，成交259.26亿美元。英伟达可能面临50亿美元罚款。</p><p>　　东八区时间周一下午，中国国家市场监督管理总局发布消息称，英伟达因违反反垄断法，被该局依法决定实施进一步调查。</p><p>　　市场监督管理总局称，近日，经初步调查，英伟达公司违反了《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》。</p><p>　　根据《中华人民共和国反垄断法》及2020年审查决定，英伟达可能面临以下处罚：按上一年度中国销售额的1%-10%计算，若以2023年中国区营收104亿美元测算，最高可处10.4亿美元罚款；情节特别严重时（如多次违法或造成重大市场损害），罚款可翻倍至50亿美元。</p><p>　　第3名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>A类股收高4.49%，成交145.54亿美元。<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>母公司Alphabet成为第四家市值突破3万亿美元的美股上市公司，此前花旗将谷歌母公司的目标价从225美元上调至280美元。</p><p>　　第4名<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>收高3.41%，成交120.52亿美元。该公司管理层明确披露，甲骨文云基础设施（OCI）营收将踏上陡峭增长曲线：2025财年（截至6月）营收102亿美元，2026财年将冲至320亿美元，到2030财年更是预计突破1440亿美元，复合年增长率近70%。</p><p>　　<a href=\"https://laohu8.com/S/GS\">高盛</a>在最新报告大幅上调甲骨文目标价但维持“中性”评级，其认为巨额资本支出将推迟至现金流盈亏平衡至29财年，而且能否转化为营收增长仍缺乏明确的可见性。</p><p>　　高盛在甲骨文26财年第二季度业绩发布后，将其目标价从195美元大幅上调至310美元，甲骨文目前股价为292.18美元，目前约有6%上涨空间，同时高盛维持中性评级不变。</p><p>　　第5名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收高1.12%，成交100.82亿美元。美银维持苹果买入评级，目标价270美元。</p><p>　　第10名<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>收跌0.13%，成交76.83亿美元。</p><p>　　第12名<a href=\"https://laohu8.com/S/AMD\">AMD</a>收高1.63%，成交58.79亿美元。马斯克日前在社交平台上表示，AMD的AI硬件在运行中小型AI模型时表现“相当不错”。这一表态被视为对AMD技术实力的认可，同时也暗示其在AI市场的竞争潜力。</p><p>　　第13名<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>收高7.60%，成交44.65亿美元。CoreWeave宣布与英伟达在2023年4月10日签署的协议基础上，达成一份新的订单协议，初始价值高达63亿美元。该协议旨在为CoreWeave客户提供预留的云计算容量，并在客户未完全使用其数据中心产能时，由英伟达购买剩余的闲置产能。</p><p>　　根据协议条款，英伟达承诺在2025年至2032年4月13日期间，承担购买CoreWeave未被客户使用的剩余产能的义务，前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产能利用率，也为英伟达在人工智能及高性能计算领域提供了更多算力支持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e46443db614b5336ce6bc89afe9b74\" tg-width=\"537\" tg-height=\"554\"/></p><p></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 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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TOP20｜多重利好加持，谷歌再涨超4%，跻身3万亿俱乐部\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-16 06:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-09-16/doc-infqrmiv4088390.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一美股成交额第1名特斯拉收高3.56%，成交680.47亿美元。据特斯拉官网周一发布的FORM 4文件显示，该公司CEO马斯克于上周五（9月12日）斥资约10亿美元买入了257万股特斯拉股票。　　文件显示，马斯克的买入价格在每股371.9美元至396.359美元之间。　　根据Verity的数据，这类购买对马斯克来说很罕见，他上一次购买约20万股股票是在2020年2月14日，价值约1000万美元。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-09-16/doc-infqrmiv4088390.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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl 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SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-09-16/doc-infqrmiv4088390.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2567477781","content_text":"周一美股成交额第1名特斯拉收高3.56%，成交680.47亿美元。据特斯拉官网周一发布的FORM 4文件显示，该公司CEO马斯克于上周五（9月12日）斥资约10亿美元买入了257万股特斯拉股票。　　文件显示，马斯克的买入价格在每股371.9美元至396.359美元之间。　　根据Verity的数据，这类购买对马斯克来说很罕见，他上一次购买约20万股股票是在2020年2月14日，价值约1000万美元。根据Verity的数据，这是他有史以来最大的一次购买。　　第2名英伟达收跌0.04%，成交259.26亿美元。英伟达可能面临50亿美元罚款。　　东八区时间周一下午，中国国家市场监督管理总局发布消息称，英伟达因违反反垄断法，被该局依法决定实施进一步调查。　　市场监督管理总局称，近日，经初步调查，英伟达公司违反了《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》。　　根据《中华人民共和国反垄断法》及2020年审查决定，英伟达可能面临以下处罚：按上一年度中国销售额的1%-10%计算，若以2023年中国区营收104亿美元测算，最高可处10.4亿美元罚款；情节特别严重时（如多次违法或造成重大市场损害），罚款可翻倍至50亿美元。　　第3名谷歌A类股收高4.49%，成交145.54亿美元。谷歌母公司Alphabet成为第四家市值突破3万亿美元的美股上市公司，此前花旗将谷歌母公司的目标价从225美元上调至280美元。　　第4名甲骨文收高3.41%，成交120.52亿美元。该公司管理层明确披露，甲骨文云基础设施（OCI）营收将踏上陡峭增长曲线：2025财年（截至6月）营收102亿美元，2026财年将冲至320亿美元，到2030财年更是预计突破1440亿美元，复合年增长率近70%。　　高盛在最新报告大幅上调甲骨文目标价但维持“中性”评级，其认为巨额资本支出将推迟至现金流盈亏平衡至29财年，而且能否转化为营收增长仍缺乏明确的可见性。　　高盛在甲骨文26财年第二季度业绩发布后，将其目标价从195美元大幅上调至310美元，甲骨文目前股价为292.18美元，目前约有6%上涨空间，同时高盛维持中性评级不变。　　第5名苹果收高1.12%，成交100.82亿美元。美银维持苹果买入评级，目标价270美元。　　第10名Palantir收跌0.13%，成交76.83亿美元。　　第12名AMD收高1.63%，成交58.79亿美元。马斯克日前在社交平台上表示，AMD的AI硬件在运行中小型AI模型时表现“相当不错”。这一表态被视为对AMD技术实力的认可，同时也暗示其在AI市场的竞争潜力。　　第13名CoreWeave收高7.60%，成交44.65亿美元。CoreWeave宣布与英伟达在2023年4月10日签署的协议基础上，达成一份新的订单协议，初始价值高达63亿美元。该协议旨在为CoreWeave客户提供预留的云计算容量，并在客户未完全使用其数据中心产能时，由英伟达购买剩余的闲置产能。　　根据协议条款，英伟达承诺在2025年至2032年4月13日期间，承担购买CoreWeave未被客户使用的剩余产能的义务，前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产能利用率，也为英伟达在人工智能及高性能计算领域提供了更多算力支持。","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355343021519104,"gmtCreate":1727763209964,"gmtModify":1727765563241,"author":{"id":"3500615203676849","authorId":"3500615203676849","name":"NIUNIU","avatar":"https://static.tigerbbs.com/e128a5ca218505ff2d1930d6c49ed842","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500615203676849","authorIdStr":"3500615203676849"},"themes":[],"title":"中国政策组合拳引爆全球市场","htmlText":"查看详情： 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