布鲁克729的个人主页 - 老虎社区

布鲁克729

布鲁克729

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08-13

$快手-W(01024)$ 退市算了吧没有一天不跌的

2022-03-30

这帮监管的有完没完，一直打压

抱歉，原内容已删除

08-24

$阿里巴巴-W(09988)$ 带崩港股

10-15

$智谱(02513)$ 按恒生的尿性还得腰斩

09-01

$恒生科技指数(HSTECH)$ 垃圾指数

08-24

$恒生科技指数(HSTECH)$ 被阿里带崩了

08-19

$快手-W(01024)$ 是不是该退市了

10-28 15:13

$快手-W(01024)$ 要退市了吗？

10-27 10:19

$恒生科技指数(HSTECH)$ 天天早死不活的

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关闭算了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620726937981088","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618511418901544,"gmtCreate":1792045552580,"gmtModify":1792045554479,"author":{"id":"3505860875823528","authorId":"3505860875823528","name":"布鲁克729","avatar":"https://static.tigerbbs.com/0f2363be739463b3d2b79729bb3b1fb5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505860875823528","authorIdStr":"3505860875823528"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 按恒生的尿性 还得腰斩","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 按恒生的尿性 还得腰斩","text":"$智谱(02513)$ 按恒生的尿性 还得腰斩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618511418901544","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616409492370480,"gmtCreate":1791509824523,"gmtModify":1791509826250,"author":{"id":"3505860875823528","authorId":"3505860875823528","name":"布鲁克729","avatar":"https://static.tigerbbs.com/0f2363be739463b3d2b79729bb3b1fb5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505860875823528","authorIdStr":"3505860875823528"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 不出意外今天继续跌","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 不出意外今天继续跌","text":"$快手-W(01024)$ 不出意外今天继续跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616409492370480","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616126101426896,"gmtCreate":1791440612801,"gmtModify":1791440917524,"author":{"id":"3505860875823528","authorId":"3505860875823528","name":"布鲁克729","avatar":"https://static.tigerbbs.com/0f2363be739463b3d2b79729bb3b1fb5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505860875823528","authorIdStr":"3505860875823528"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a> 这也太握草了","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a> 这也太握草了","text":"$恒生科技指数(HSTECH)$ 这也太握草了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616126101426896","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616073864643056,"gmtCreate":1791427910673,"gmtModify":1791427912666,"author":{"id":"3505860875823528","authorId":"3505860875823528","name":"布鲁克729","avatar":"https://static.tigerbbs.com/0f2363be739463b3d2b79729bb3b1fb5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505860875823528","authorIdStr":"3505860875823528"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a> 这有不跌的时候吗？","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a> 这有不跌的时候吗？","text":"$恒生科技指数(HSTECH)$ 这有不跌的时候吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616073864643056","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608607311180416,"gmtCreate":1789605611065,"gmtModify":1789605741003,"author":{"id":"3505860875823528","authorId":"3505860875823528","name":"布鲁克729","avatar":"https://static.tigerbbs.com/0f2363be739463b3d2b79729bb3b1fb5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505860875823528","authorIdStr":"3505860875823528"},"themes":[],"title":"","htmlText":"懂王真废🈚️！啥也干不成","listText":"懂王真废🈚️！啥也干不成","text":"懂王真废🈚️！啥也干不成","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608607311180416","repostId":"1166701206","repostType":4,"repost":{"id":"1166701206","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1789605139,"share":"https://www.laohunote.com/m/news/1166701206?lang=zh_CN&edition=full","pubTime":"2026-09-17 08:32","market":"us","language":"zh","title":"昨夜今晨｜美联储加息25基点落地，特朗普敦促降息至1%或更低；NEBIUS将上调英伟达GPU租赁价格，亚马逊获得购买Generac股票的权利","url":"https://stock-news.laohu8.com/highlight/detail?id=1166701206","media":"老虎资讯综合","summary":"美联储加息靴子落地后，长短端利率走高令权重股承压，道指回调幅度居前。低价股中羚羊控股暴涨78.68%，活跃度居榜首。03 国际宏观美联储再度上调联邦基金利率目标区间25个基点。TIC报告显示7月海外持有量降至约9.25万亿美元的九个月低点，日本、中国大陆等主要持有国均继续减仓，反映全球资金对美国利率与汇率前景的观望。星巴克据称考虑出售日本业务多数股权。苹果正评估重返服务器市场并与英伟达洽谈网络技术。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84bce11c36c3ebd640549209729a24fe\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至9月17日，美股三大指数收盘情况及分析；</strong>道琼斯指数跌<strong>1.21%</strong>，报<strong>51461.90</strong>点；标普500指数跌<strong>0.45%</strong>，报<strong>7551.81</strong>点；纳斯达克综合指数几乎持平，微跌<strong>0.01%</strong>至<strong>25978.42</strong>点。美联储加息靴子落地后，长短端利率走高令权重股承压，道指回调幅度居前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3e24cee1ec4b59488d56e48e86b9507\" data-align=\"center\" tg-width=\"1152\" tg-height=\"464\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动</strong>：芯片板块分化，<strong>英伟达涨0.82%</strong>、<strong>英特尔涨4.03%</strong>、<strong>Lumentum涨9.59%</strong>，但<strong>微软跌1.37%</strong>、<strong>亚马逊跌0.99%</strong>。光通信与半导体设备股借行业催化表现活跃；新能源与加密链概念股震荡，<strong>Coinbase跌4.42%</strong>表现较弱。</p><p style=\"text-align: left;\"><strong>中概股方面</strong>：跨境电商与新消费个股走稳，<strong>拼多多涨0.87%</strong>、<strong>理想汽车涨2.30%</strong>，<strong>小鹏汽车涨1.08%</strong>；造车新势力<strong>蔚来跌0.56%</strong>。低价股中<strong>羚羊控股暴涨78.68%</strong>，活跃度居榜首。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\"><strong>9月17日十年美债收益率持平，最新收益率为5.00%。</strong></p><p style=\"text-align: left;\"><strong>9月17日美元兑离岸人民币下降0.0310%，报6.77；美元兑港币下降0.0038%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>9月17日美元指数下降0.0199%，报100.30。</strong></p><p style=\"text-align: left;\"><strong>9月17日WTI原油主连期货下降0.25%，报97.27美元/桶；黄金主连期货下降1.90%，报4304.10美元/盎司。</strong></p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>美联储再度上调联邦基金利率目标区间25个基点。</strong>主席表态通胀仍远高于目标，且不会就未来路径给出前瞻指引；公布后美债收益率走高、美元走强，股市由涨转跌，黄金承压。</p><p style=\"text-align: left;\"><strong>美国总统唐纳德·特朗普要求美联储将利率大幅降至1%“或更低”。就在数小时前，美联储宣布了自2023年以来的首次加息。</strong></p><p style=\"text-align: left;\"><strong>美国众议院推进法案，遏制人工智能数据中心推高公用事业成本。</strong></p><p style=\"text-align: left;\"><strong>美国财政部数据显示海外投资者连续第二个月减持美债。</strong>TIC报告显示7月海外持有量降至约<strong>9.25万亿美元</strong>的九个月低点，日本、中国大陆等主要持有国均继续减仓，反映全球资金对美国利率与汇率前景的观望。</p><p style=\"text-align: left;\"><strong>美国8月零售销售环比增长1.2%，创半年新高。</strong>数据显现消费者需求依旧稳健，强化市场对美国经济韧性的判断，也为美联储维持紧政策提供支撑。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><strong>NEBIUS宣布将从10月1日起上调英伟达GPU租赁价格，股价盘后涨超6%；</strong></p><p style=\"text-align: left;\"><strong>亚马逊获得购买Generac股票的权利，推动Generac股价盘后上涨逾30%；</strong></p><p style=\"text-align: left;\"><strong>Salesforce发布2030财年超630亿美元营收目标，高于市场预期。</strong></p><p style=\"text-align: left;\"><strong>Meta首席执行官呼吁为前沿AI引入独立第三方评估。</strong>扎克伯格表示安全审查应纳入日常研发流程，意在化解监管与社会担忧，或促进行业共识形成。</p><p style=\"text-align: left;\"><strong>OpenAI推出面向广告主的AI工具并测试“赞助代理”功能。</strong>HubSpot与Shopify成为首批合作伙伴，新方案允许品牌通过自然语言创建和优化广告，扩大生成式AI商业落地。</p><p style=\"text-align: left;\"><strong>英伟达、谷歌与Emerald AI成立AI能源管理联盟AEMA。</strong>联盟计划将数据中心用电转化为可调度资源，释放最多100吉瓦电网容量，缓解算力扩张带来的能源瓶颈。</p><p style=\"text-align: left;\"><strong>CoreWeave在云平台部署多机架英伟达Vera Rubin NVL72集群。</strong>该集群整合数百颗GPU，面向智能体AI工作负载，大幅提升训练效率，标志云算力竞争进一步升级。</p><p style=\"text-align: left;\"><strong>瑞穗银行再度上调赛富时目标价并维持看多。</strong>Dreamforce大会展示产品与客户案例，机构认为创新节奏加快有望驱动收入与利润增长。</p><p style=\"text-align: left;\"><strong>诺基亚AI-RAN商业化加速并与英国防务公司签署合作备忘录。</strong>该技术结合AI与无线接入网以优化频谱使用，助力英国国防运营数字化转型，扩大诺基亚军工订单潜力。</p><p style=\"text-align: left;\"><strong>星巴克据称考虑出售日本业务多数股权。</strong>潜在交易估值约30亿美元，或吸引私募基金关注，表明公司重新聚焦核心市场、回笼资金的意向。</p><p style=\"text-align: left;\"><strong>苹果正评估重返服务器市场并与英伟达洽谈网络技术。</strong>新款AI推理服务器计划最早在数年后问世，显示公司加码企业级硬件赛道的战略布局。</p><p style=\"text-align: left;\"><strong>麦当劳即将举行投资者日并任命新美国区总裁。</strong>在全球同店销售增速放缓背景下，公司寄望数字会员体系与新品类促销提振北美业务表现。</p><p style=\"text-align: left;\"><strong>花旗将Meta列入90天上涨催化剂观察名单。</strong>机构看好即将举行的Connect大会可能发布新一代AI模型“Muse”，认为广告创新与用户增长可持续驱动估值。</p><p style=\"text-align: left;\"> ---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</p><p style=\"text-align: left;\"></p></body></html>","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>昨夜今晨｜美联储加息25基点落地，特朗普敦促降息至1%或更低；NEBIUS将上调英伟达GPU租赁价格，亚马逊获得购买Generac股票的权利</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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昨夜今晨｜美联储加息25基点落地，特朗普敦促降息至1%或更低；NEBIUS将上调英伟达GPU租赁价格，亚马逊获得购买Generac股票的权利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-17 08:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84bce11c36c3ebd640549209729a24fe\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><h2 style=\"text-align: left;\">01 股市</h2><p style=\"text-align: left;\"><strong>截至9月17日，美股三大指数收盘情况及分析；</strong>道琼斯指数跌<strong>1.21%</strong>，报<strong>51461.90</strong>点；标普500指数跌<strong>0.45%</strong>，报<strong>7551.81</strong>点；纳斯达克综合指数几乎持平，微跌<strong>0.01%</strong>至<strong>25978.42</strong>点。美联储加息靴子落地后，长短端利率走高令权重股承压，道指回调幅度居前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3e24cee1ec4b59488d56e48e86b9507\" data-align=\"center\" tg-width=\"1152\" tg-height=\"464\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动</strong>：芯片板块分化，<strong>英伟达涨0.82%</strong>、<strong>英特尔涨4.03%</strong>、<strong>Lumentum涨9.59%</strong>，但<strong>微软跌1.37%</strong>、<strong>亚马逊跌0.99%</strong>。光通信与半导体设备股借行业催化表现活跃；新能源与加密链概念股震荡，<strong>Coinbase跌4.42%</strong>表现较弱。</p><p style=\"text-align: left;\"><strong>中概股方面</strong>：跨境电商与新消费个股走稳，<strong>拼多多涨0.87%</strong>、<strong>理想汽车涨2.30%</strong>，<strong>小鹏汽车涨1.08%</strong>；造车新势力<strong>蔚来跌0.56%</strong>。低价股中<strong>羚羊控股暴涨78.68%</strong>，活跃度居榜首。</p><h2 style=\"text-align: left;\">02 其他市场</h2><p style=\"text-align: left;\"><strong>9月17日十年美债收益率持平，最新收益率为5.00%。</strong></p><p style=\"text-align: left;\"><strong>9月17日美元兑离岸人民币下降0.0310%，报6.77；美元兑港币下降0.0038%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>9月17日美元指数下降0.0199%，报100.30。</strong></p><p style=\"text-align: left;\"><strong>9月17日WTI原油主连期货下降0.25%，报97.27美元/桶；黄金主连期货下降1.90%，报4304.10美元/盎司。</strong></p><h2 style=\"text-align: left;\">03 国际宏观</h2><p style=\"text-align: left;\"><strong>美联储再度上调联邦基金利率目标区间25个基点。</strong>主席表态通胀仍远高于目标，且不会就未来路径给出前瞻指引；公布后美债收益率走高、美元走强，股市由涨转跌，黄金承压。</p><p style=\"text-align: left;\"><strong>美国总统唐纳德·特朗普要求美联储将利率大幅降至1%“或更低”。就在数小时前，美联储宣布了自2023年以来的首次加息。</strong></p><p style=\"text-align: left;\"><strong>美国众议院推进法案，遏制人工智能数据中心推高公用事业成本。</strong></p><p style=\"text-align: left;\"><strong>美国财政部数据显示海外投资者连续第二个月减持美债。</strong>TIC报告显示7月海外持有量降至约<strong>9.25万亿美元</strong>的九个月低点，日本、中国大陆等主要持有国均继续减仓，反映全球资金对美国利率与汇率前景的观望。</p><p style=\"text-align: left;\"><strong>美国8月零售销售环比增长1.2%，创半年新高。</strong>数据显现消费者需求依旧稳健，强化市场对美国经济韧性的判断，也为美联储维持紧政策提供支撑。</p><h2 style=\"text-align: left;\">04 公司新闻</h2><p style=\"text-align: left;\"><strong>NEBIUS宣布将从10月1日起上调英伟达GPU租赁价格，股价盘后涨超6%；</strong></p><p style=\"text-align: left;\"><strong>亚马逊获得购买Generac股票的权利，推动Generac股价盘后上涨逾30%；</strong></p><p style=\"text-align: left;\"><strong>Salesforce发布2030财年超630亿美元营收目标，高于市场预期。</strong></p><p style=\"text-align: left;\"><strong>Meta首席执行官呼吁为前沿AI引入独立第三方评估。</strong>扎克伯格表示安全审查应纳入日常研发流程，意在化解监管与社会担忧，或促进行业共识形成。</p><p style=\"text-align: left;\"><strong>OpenAI推出面向广告主的AI工具并测试“赞助代理”功能。</strong>HubSpot与Shopify成为首批合作伙伴，新方案允许品牌通过自然语言创建和优化广告，扩大生成式AI商业落地。</p><p style=\"text-align: left;\"><strong>英伟达、谷歌与Emerald AI成立AI能源管理联盟AEMA。</strong>联盟计划将数据中心用电转化为可调度资源，释放最多100吉瓦电网容量，缓解算力扩张带来的能源瓶颈。</p><p style=\"text-align: left;\"><strong>CoreWeave在云平台部署多机架英伟达Vera Rubin NVL72集群。</strong>该集群整合数百颗GPU，面向智能体AI工作负载，大幅提升训练效率，标志云算力竞争进一步升级。</p><p style=\"text-align: left;\"><strong>瑞穗银行再度上调赛富时目标价并维持看多。</strong>Dreamforce大会展示产品与客户案例，机构认为创新节奏加快有望驱动收入与利润增长。</p><p style=\"text-align: left;\"><strong>诺基亚AI-RAN商业化加速并与英国防务公司签署合作备忘录。</strong>该技术结合AI与无线接入网以优化频谱使用，助力英国国防运营数字化转型，扩大诺基亚军工订单潜力。</p><p style=\"text-align: left;\"><strong>星巴克据称考虑出售日本业务多数股权。</strong>潜在交易估值约30亿美元，或吸引私募基金关注，表明公司重新聚焦核心市场、回笼资金的意向。</p><p style=\"text-align: left;\"><strong>苹果正评估重返服务器市场并与英伟达洽谈网络技术。</strong>新款AI推理服务器计划最早在数年后问世，显示公司加码企业级硬件赛道的战略布局。</p><p style=\"text-align: left;\"><strong>麦当劳即将举行投资者日并任命新美国区总裁。</strong>在全球同店销售增速放缓背景下，公司寄望数字会员体系与新品类促销提振北美业务表现。</p><p style=\"text-align: left;\"><strong>花旗将Meta列入90天上涨催化剂观察名单。</strong>机构看好即将举行的Connect大会可能发布新一代AI模型“Muse”，认为广告创新与用户增长可持续驱动估值。</p><p style=\"text-align: left;\"> ---</p><p style=\"text-align: left;\"><strong>资料来源</strong> ：公开市场数据</p><p style=\"text-align: left;\"><strong>免责声明</strong> ：本内容仅供参考，不构成任何投资建议。</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166701206","content_text":"01 股市截至9月17日，美股三大指数收盘情况及分析；道琼斯指数跌1.21%，报51461.90点；标普500指数跌0.45%，报7551.81点；纳斯达克综合指数几乎持平，微跌0.01%至25978.42点。美联储加息靴子落地后，长短端利率走高令权重股承压，道指回调幅度居前。热门股异动：芯片板块分化，英伟达涨0.82%、英特尔涨4.03%、Lumentum涨9.59%，但微软跌1.37%、亚马逊跌0.99%。光通信与半导体设备股借行业催化表现活跃；新能源与加密链概念股震荡，Coinbase跌4.42%表现较弱。中概股方面：跨境电商与新消费个股走稳，拼多多涨0.87%、理想汽车涨2.30%，小鹏汽车涨1.08%；造车新势力蔚来跌0.56%。低价股中羚羊控股暴涨78.68%，活跃度居榜首。02 其他市场9月17日十年美债收益率持平，最新收益率为5.00%。9月17日美元兑离岸人民币下降0.0310%，报6.77；美元兑港币下降0.0038%，报7.84。9月17日美元指数下降0.0199%，报100.30。9月17日WTI原油主连期货下降0.25%，报97.27美元/桶；黄金主连期货下降1.90%，报4304.10美元/盎司。03 国际宏观美联储再度上调联邦基金利率目标区间25个基点。主席表态通胀仍远高于目标，且不会就未来路径给出前瞻指引；公布后美债收益率走高、美元走强，股市由涨转跌，黄金承压。美国总统唐纳德·特朗普要求美联储将利率大幅降至1%“或更低”。就在数小时前，美联储宣布了自2023年以来的首次加息。美国众议院推进法案，遏制人工智能数据中心推高公用事业成本。美国财政部数据显示海外投资者连续第二个月减持美债。TIC报告显示7月海外持有量降至约9.25万亿美元的九个月低点，日本、中国大陆等主要持有国均继续减仓，反映全球资金对美国利率与汇率前景的观望。美国8月零售销售环比增长1.2%，创半年新高。数据显现消费者需求依旧稳健，强化市场对美国经济韧性的判断，也为美联储维持紧政策提供支撑。04 公司新闻NEBIUS宣布将从10月1日起上调英伟达GPU租赁价格，股价盘后涨超6%；亚马逊获得购买Generac股票的权利，推动Generac股价盘后上涨逾30%；Salesforce发布2030财年超630亿美元营收目标，高于市场预期。Meta首席执行官呼吁为前沿AI引入独立第三方评估。扎克伯格表示安全审查应纳入日常研发流程，意在化解监管与社会担忧，或促进行业共识形成。OpenAI推出面向广告主的AI工具并测试“赞助代理”功能。HubSpot与Shopify成为首批合作伙伴，新方案允许品牌通过自然语言创建和优化广告，扩大生成式AI商业落地。英伟达、谷歌与Emerald AI成立AI能源管理联盟AEMA。联盟计划将数据中心用电转化为可调度资源，释放最多100吉瓦电网容量，缓解算力扩张带来的能源瓶颈。CoreWeave在云平台部署多机架英伟达Vera Rubin NVL72集群。该集群整合数百颗GPU，面向智能体AI工作负载，大幅提升训练效率，标志云算力竞争进一步升级。瑞穗银行再度上调赛富时目标价并维持看多。Dreamforce大会展示产品与客户案例，机构认为创新节奏加快有望驱动收入与利润增长。诺基亚AI-RAN商业化加速并与英国防务公司签署合作备忘录。该技术结合AI与无线接入网以优化频谱使用，助力英国国防运营数字化转型，扩大诺基亚军工订单潜力。星巴克据称考虑出售日本业务多数股权。潜在交易估值约30亿美元，或吸引私募基金关注，表明公司重新聚焦核心市场、回笼资金的意向。苹果正评估重返服务器市场并与英伟达洽谈网络技术。新款AI推理服务器计划最早在数年后问世，显示公司加码企业级硬件赛道的战略布局。麦当劳即将举行投资者日并任命新美国区总裁。在全球同店销售增速放缓背景下，公司寄望数字会员体系与新品类促销提振北美业务表现。花旗将Meta列入90天上涨催化剂观察名单。机构看好即将举行的Connect大会可能发布新一代AI模型“Muse”，认为广告创新与用户增长可持续驱动估值。 ---资料来源 ：公开市场数据免责声明 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