AI投资对美国经济的影响 - 人工智能资本支出成为美国经济重要支柱 若没有大幅增加AI投资 美国经济可能已陷入衰退或处于衰退边缘[1] - 经合组织将美国2025年经济增长预期从1.6%上调至1.8% 主要原因是强劲的AI相关投资[2] - AI超级周期有助于缓解当前冲击美国经济的负面需求（关税）和供应（移民）冲击[2] AI投资规模与贡献 - 过去3个月中 英伟达 苹果 微软等"七巨头"企业在数据中心等方面投入超过1000亿美元[4] - 2025年迄今 AI数据中心支出对美国GDP增长的贡献已超过美国所有消费支出的总贡献 这是史上首次出现这种情况[4] - 微软 谷歌 亚马逊和Meta四家公司2025年资本投资预计将达到创纪录的3640亿美元[5] AI泡沫风险担忧 - 行业内外人士怀疑AI领域存在泡沫风险 可能重蹈25年前互联网泡沫破裂的覆辙[5] - OpenAI首席执行官对部分AI初创企业估值过高及投资者热情过度表示担忧[5] - 英伟达向OpenAI投资1000亿美元后 出现"循环交易"疑虑 OpenAI采购英伟达GPU的模式被质疑助长AI泡沫[6] AI投资与滞胀挑战 - 经合组织预计美国年度通胀率将在2026年保持在美联储目标以上 并将2026年经济增长预期下调至1.5%[7] - 美联储主席表示美国经济面临"滞胀式"挑战 经济增长和就业市场疲软而通胀仍处于高位[7] - AI被期待赋能传统产业并提升生产率 但需要漫长周期并可能经历"创造性的破坏"过程[7]

【原油】纽约商品交易所11月交货的轻质原油期货价格下跌1美分，收于每桶64.98美元，跌幅为 0.02%；11月交货的伦敦布伦特原油期货价格上涨11美分，收于每桶69.42美元，涨幅为0.16%。 【加密货币】比特币跌超3%，报109421.3美元；以太坊跌超6%，报3903.01美元。 【贵金属】现货黄金涨超0.3%，收报3749.04美元。 【外汇】衡量美元对六种主要货币的美元指数当天上涨0.7%，在汇市尾市收于98.554。截至纽约汇市尾 市，1欧元兑换1.1653美元，低于前一交易日的1.1737美元；1英镑兑换1.3335美元，低于前一交易日的 1.3449美元。1美元兑换149.89日元，高于前一交易日的148.84日元；1美元兑换0.8004瑞士法郎，高于前 一交易日的0.7954瑞士法郎；1美元兑换1.3943加元，高于前一交易日的1.3904加元；1美元兑换9.4766瑞 典克朗，高于前一交易日的9.4078瑞典克朗。 美国二季度经济强劲增长 消费者支出和企业设备支出仍具韧性。美国第二季度经济以近两年来最快的 速度增长，美国政府还上调了此前对消费者支出的估计。美国周四发布的报告显示，经通胀调 ...

(Reuters) -Meta staffers have had discussions with Alphabet's Google Cloud about the possibility of using its Gemini models to improve the Facebook parent's ad business, the Information reported on Thursday. The talks are still in relatively early stages and may not result in an agreement, the report said, citing people with knowledge of the conversations. Alphabet declined to comment, while Meta did not immediately respond to a Reuters request for comment. The Meta employees have proposed fine-tuning r ...

Meta staffers have had discussions with Alphabet's Google Cloud about the possibility of using its Gemini models to improve the Facebook parent's ad business, the Information reported on Thursday. ...

For more on the Tik Tok deal and the broader impact on big tech, let's bring in Jeffrey's managing director and senior technology analyst, Brent Th. Brent, great to have you with us. Um, we just got a number in terms of valuation, $14 billion for US Tik Tok.What's your take. That's massively undervalued. I think Carter said it well.Like, how do you buy a blender for a higher market cap. This is crazy. I mean, the numbers got to be wrong.Uh, it doesn't make any sense. The market cap of Snap is 14. the market ...

Meta Platforms (NASDAQ:META) has had discussions with Google (NASDAQ:GOOG) (NASDAQ:GOOGL) about using the latter's Gemini artificial intelligence models to boost the former's ad targeting, The Information reported. Meta shares fell 0.5% in post-market trading after the news, while Google shares ...

Revolutionary AI glasses will be available to Verizon customers, offering a new way to stay connected on the go[Breaking news] BASKING RIDGE, N.J., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Verizon announced it will be the first wireless carrier to offer the revolutionary new Meta Ray-Ban Display AI glasses, unveiled last week at Meta's annual Connect conference. This partnership will bring the next generation of wearable AI technology to Verizon customers, offering a seamless experience on the glasses. The Meta R ...

周四美股三大股指收跌，道指跌0.38%，纳指跌0.5%，标普跌0.5%。英特尔已就投资或制造合作事宜与 台积电进行接触，股价收涨超8%。Meta、台积电跌超1%，苹果涨超1%，特斯拉跌超4%。 来源：滚动播报 道琼斯 ( ▲ 指 US.DJJ 45947.320 -173.961 -0.38% 已收盘 Sep 25 04:03PM EDT 今开 46097.430 最高 46122.422 量 5亿 昨收 46121.281 最低 45785.172 振幅 0.73% 上涨 10 下跌 10 下跌 10 下跌 20 平盘 0 / 道琼斯指数期货 46261.80 -0.39% 相关ETF 道琼斯ETF 1.187 -0.50% 分时 五日 日K 周K 月K 更多 MA - MA5:46211.638 10:46069.450 20:45814.534 30:45586.782 46926.827 46714.270- 45757.759 445 43084.070 0 mm 42250.553 2025/06/26 2025/08/26 2025/09/25 2025/07/28 ...

Meta Platforms launched a new feed of AI videos, called Vibes, as the social media giant looks to fast-track work on artificial intelligence technology. ...

Meta推出与AI视频相关的Vibes。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...