After delivering banner years in 2023 and 2024, NVIDIAÂ (Nasdaq: NVDA) is once again seeing strong gains in 2025. ...

U.S. equity markets presented a mixed picture on Monday, September 29, 2025, as investors grappled with a looming government shutdown, a robust rally in technology stocks, and a series of key corporate announcements. While the tech-heavy Nasdaq Composite led gains, the Dow Jones Industrial Average edged lower, reflecting cautious sentiment across broader sectors. The potential for a federal government shutdown, with a deadline set for 12:01 a.m. ET Wednesday, October 1, remained a dominant concern, threaten ...

Among the many discussions around Nvidia Corp. (NASDAQ: NVDA ) CEO Jensen Huang's views of the future is his oft-quoted target to modernize the existing $1 trillion data center infrastructure and create "AI factories" that canA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work ...

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. NVIDIA Corp (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Doug Clinton, Intelligent Alpha founder and CEO, said in a latest program on CNBC that the market perspective following NVIDIA Corp (NASDAQ:NVDA) deal with OpenAI is wrong. He was referring to analysts raising concerns over Nvidia’s $100 billion deal with OpenAI, with many describing it as vendor financing, where companies provide financial supp ...

Just as Open AI CEO Sam Altman and Meta leader Mark Zuckerberg begin acknowledging that there may be truth to the warnings of an AI bubble, Jensen Huang is doubling down on his bullishness. In a recent podcast appearance with Bill Gurley and Brad Gerstner, the Nvidia CEO brushed aside the growing caution and instead zeroed in on the company he sees as the next dominant force: OpenAI. “OpenAI is very likely going to be the world’s next multitrillion-dollar hyperscale company,” Huang said. That bold predic ...

AI chip giant Nvidia (NASDAQ:NVDA) has certainly been one of the best mega-cap stocks investors could have (and probably should have) been invested in over the past few decades. ...

投资表现 - 威斯康星州投资者Michelle于2022年市场调整期间投入27万美元[1] 其中大部分资金来自人寿保险赔付[1] - 该投资组合在两年内实现四倍增长 资产总值达到110万美元[1] - 未实现收益达50万美元[2] 投资组合特征 - 初始投资集中分布于20家公司[3] - 其中4家公司贡献了绝大部分收益[3] - 投资策略涉及主动交易行为[6] 市场背景 - 标普500指数自2022年以来累计上涨70%[4] - "瑰丽七巨头"(Nvidia、亚马逊、Alphabet、Meta、微软、苹果、特斯拉)期间整体上涨262.7%[4] - 英伟达单独实现1027.7%涨幅[4] 风险特征 - 投资组合高度集中于少数个股[3][5] - 日交易策略97%的参与者一年内出现亏损[6] - 当前收益水平被专家认为不可持续[3][6] 决策困境 - 投资者面临继续持有、变现或调整策略的三难选择[2] - 主要担忧未实现收益可能在市场回调中蒸发[2] - 专家建议类比赌博获利后及时离场的策略[5]

美股市场表现 - 美股涨跌不一 道指微跌 纳指一度大涨近1%但随后小幅跳水 [2] - 纳斯达克100指数一度涨近1% 受英伟达 AppLovin和微软走强带动 [3] - 金价创下新高 美国财政部所持黄金市值突破1万亿美元 [3] 科技股表现 - AppLovin Corporation最新价708.68美元 涨幅+5.80% [4] - 美光科技最新价164.08美元 涨幅+4.33% [4] - 英伟达最新价182.22美元 涨幅+2.36% [4] - 美国超微公司最新价162.92美元 涨幅+2.17% [4] - 阿斯麦最新价970.65美元 涨幅+2.01% [4] - 安谋最新价141.16美元 涨幅+1.10% [4] - 台积电最新价275.87美元 涨幅+0.92% [4] - 谷歌-C最新价248.47美元 涨幅+0.52% [4] - 亚马逊最新价220.80美元 涨幅+0.46% [4] - 微软最新价513.31美元 涨幅+0.36% [4] - Meta Platforms最新价745.55美元 涨幅+0.24% [4] 市场关注焦点 - 市场聚焦周五非农就业报告 以了解劳动力市场韧性及美联储降息预期 [6] - 市场预计到明年1月前将再降息两次 [6] - 周二将公布JOLTs职位空缺报告 周三有企业招聘状况数据 [7] - 近期数据被下修且就业呈下行趋势 抬高周五数据发布重要性 [7] 政府停摆风险 - 国会两党领袖将在资金到期前一天与特朗普会面 讨论短期开支法案 [6] - 若未能达成一致 联邦政府资金将于10月1日耗尽 [6] - 特朗普表示可能对联邦雇员进行大规模解雇 [6] - 美国劳工统计局宣布政府停摆期间将暂停所有运营 不发布经济数据 [8][9] 政策不确定性 - 特朗普表示将通过两项计划对进口征收新关税 以提振国内电影和家具产业 [7] - 政府关门可能增加企业和商界领袖面临的不确定性 [9] - 分析师认为政府关门对经济或市场没有持久影响 [6]

一起看看发生了什么事情。 受英伟达、AppLovin和微软走强带动，纳斯达克100指数一度涨近1%。金价创下新高，令美国财政部所持黄金的市值突破1万亿美元。 | 了 筛选 | 最新价 = | 涨跌幅 = 0 | | --- | --- | --- | | Applovin Corporation | 708.68 | +5.80% | | US APP | | | | 美光科技 | 164.08 | +4.33% | | us MU | | | | 英伟达 | 182.22 | +2.36% | | US NVDA | | | | 美国超微公司 | 162.92 | +2.17% | | US AMD | | | | 阿斯麦 | 970.65 | +2.01% | | US ASML | | | | 安谋 | 141.16 | +1.10% | | US ARM | | | | 台积电 | 275.87 | +0.92% | | us TSM | | | | 谷歌-C | 248.47 | +0.52% | | us GOOG | | | | 亚马逊 | 220.80 | +0.46% | | US AMZN ...

美股市场表现 - 美股涨跌不一 道指微跌 纳指一度大涨近1%但随后小幅跳水 [2] - 纳斯达克100指数一度涨近1% 受英伟达、AppLovin和微软走强带动 [3] - 科技股表现强劲 AppLovin涨5.80%至708.68美元 美光科技涨4.33%至164.08美元 英伟达涨2.36%至182.22美元 AMD涨2.17%至162.92美元 [4] - 半导体板块普涨 阿斯麦涨2.01%至970.65美元 安谋涨1.10%至141.16美元 台积电涨0.92%至275.87美元 [4] - 大型科技股跟涨 谷歌涨0.52%至248.47美元 亚马逊涨0.46%至220.80美元 微软涨0.36%至513.31美元 Meta涨0.24%至745.55美元 [4] 黄金市场表现 - 金价创下新高 伦敦金(现货黄金)涨1.72%至3825.88美元 盘中最高触及3832.55美元 [4] - 美国财政部所持黄金市值突破1万亿美元 [3] 政策与数据风险 - 市场聚焦周五非农就业报告 以判断美联储今年还将降息几次 [5] - 市场预计到明年1月前将再降息两次 因近期就业市场出现放缓迹象 [5] - 美国劳工统计局宣布政府停摆期间将暂停所有运营 不发布经济数据 [8][9] - 若政府停摆 将影响美联储10月28-29日会议决策 缺乏最新数据将难以证明再次降息的合理性 [9] - 特朗普表示若国会未能避免关门 可能对联邦雇员进行大规模解雇 [5][6] - 特朗普计划通过两项新关税政策提振国内电影和家具产业 [7]