The current AI-driven market boom bears “juicy” resemblances to the exuberant run-up of the late 1990s dot-com era, according to Jurrien Timmer, Director of Global Macro at Fidelity Investments.AI Boom’s Trajectory Mirrors Dot-Com BubbleIn a recent X post, Timmer suggested investors be prepared for a 1999-style market melt-up, drawing direct parallels between today’s market dynamics and the period leading up to the 2000 tech bust.Timmer’s analysis highlights how the AI boom’s trajectory closely mirrors the ...

Korean stocks stand a lot more to gain from global markets' artificial intelligence mania than they do to lose from the Trump administration's tariffs. ...

行业并购趋势 - 知名科技分析师Dan Ives预测科技行业即将出现并购浪潮 认为人工智能领域的并购闸门即将打开 [1] - 并购活动加速的催化剂包括日益宽松的监管环境 这将为交易完成提供更便捷的路径 [2] - 行业已出现重大并购活动 例如CoreWeave收购Core Scientific的数据中心 以及Palo Alto Networks收购CyberArk Software [4][5] 潜在并购目标 - 分析师确定的并购观察名单包括网络安全公司和消费科技公司 [1] - 具体目标公司包括C3ai Inc、SanDisk Corp、Tenable Holdings Inc、SentinelOne Inc、Lyft Inc、Qualys Inc、Varonis Systems Inc、Elastic NV和Tripadvisor Inc [3] 潜在收购方 - 科技巨头如Apple Inc和International Business Machines Corp预计将成为此轮并购浪潮中最活跃的收购方 这些公司正在人工智能竞赛中努力追赶 [4] - 大型科技公司寻求收购利基人工智能应用案例以扩展其产品组合 这一趋势预计将加速 [5] 相关金融产品表现 - 基于该分析的Dan IVES Wedbush AI Revolution ETF自2025年6月推出后 资产管理规模已超过7.5亿美元 [6] - 该ETF自上市以来已上涨30.18% [6] - SPDR S&P 500 ETF Trust上涨0.12%至669.22美元 Invesco QQQ Trust ETF上涨0.41%至605.73美元 [7]

Market Analysis by covering: Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, Cameco Corp. Read 's Market Analysis on Investing.com ...

NEW YORK (AP) — Most U.S. stocks ticked higher on Friday, sending Wall Street to more records. The S&P 500 edged up by less than 0.1% to close out its seventh winning week in the last nine, and the Dow Jones Industrial Average climbed 238 points, or 0.5%. Both added to their all-time highs set the day before. The Nasdaq composite lost an early gain and slipped 0.3% from its own record. Usually, the first Friday of each month has Wall Street transfixed on the monthly jobs update that the U.S. government p ...

Japan’s Nikkei jumped 721 points or 1.6% reaching 45,675. Kospi also traded 2.7% higher, gaining 93 points to 3,549.Shanghai and Shenzhen also added 0.5% and 0.3% respectively.HSI, on the other hand, was down 0.87% or 237 points to reach 27,049 at 10:00 AM IST.This year’s global market rally has been driven largely by companies investing billions in artificial intelligence, as traders rush to get a piece of the action.The surge has pushed valuations of some of the world’s biggest firms to eye-watering level ...

Global Infrastructure Partners is in advanced talks to acquire Macquarie-backed Aligned Data Centers in one of the biggest deals of the year, according to people familiar with the matter.Aligned could be valued at about $40 billion in a transaction, said one of the people.An agreement could be announced within days, said the people who asked not to be identified because the information is private. MGX, an AI investment company established by sovereign wealth fund Mubadala Investment Co., is also involved in ...

据介绍，该解决方案的核心优势体现在四个维度：交付速度、算力密度、能效和灵活性。在交付速度方 面，所有核心模块，包括算力、冷却和电源单元，均在工厂完成预制、集成与测试，现场只需进行快速 拼装，预计部署时间可控制在6个月以内。这种交付速度的提升，意味着AI企业能够更快地将算力转化 为业务价值。 在算力密度方面，该方案的核心算力单元SuperX NeuroBlock最高支持24台NVIDIA GB300NVL72，功率 达3.5MW，为传统方案的7倍。通过与高密度液冷和HVDC供电系统的深度耦合，实现高算力密度，同 算力密度下占地面积大幅度减少，从而在更小的物理空间内释放更大的算力。 在能效方面，该方案全面采用高压直流(HVDC)供电技术，将端到端供电效率提升至98.5%以上，并结 合液冷技术，使整体PUE(电源使用效率)低至1.15，对比传统风冷(PUE约1.5)方案总体能耗降低23%。 SuperX表示，模块化AI工厂的创新点在于将算力、冷却、电源高度集成，将AI基础设施从"复杂定 制"转变为"标准化产品"，实现即插即用的根本性转变。这一创新解决方案有望驱动传统数据中心向AI 工厂全面转型。 10月1日，人工智 ...

HONG KONG: Tech stocks propelled Tokyo’s Nikkei higher on Friday as most Asian markets advanced amid optimism about US interest rate cuts. Investors maintained positive sentiment heading into the weekend despite ongoing concerns about a partial US government shutdown. Global market rallies this year have been primarily driven by massive corporate investments in artificial intelligence technologies. Traders continue chasing AI-related opportunities, pushing some major company valuations to unprecedented leve ...

智通财经APP获悉，国海证券发布研报称，上调浪潮数字企业(00596)评级为"买入"，预计2025-2027年 营收分别为90.76/100.22/109.96亿元，归母净利润分别为5.41/6.53/8.93亿元，EPS分别为0.47/0.57/0.77元/ 股，当前股价对应2025-2027年PE分别为18.21/15.08/11.02倍。公司云服务转型持续推进，带动公司整体 收入及盈利能力提升。2025年上半年实现营业收入43.43亿元，同比增长4.88%;归母净利润1.83亿元，同 比增长73.26%;每股基本盈利达0.16元。 利润：2025H1公司云服务业务经营利润0.20亿元，上年同期亏损0.71亿元;管理软件业务经营利润1.85亿 元，同比增长6.22%;物联网业务经营利润0.18亿元，同比下滑12.12%。 费用：上半年公司销售、管理、研发费用率分别为5.92%、13.74%、9.15%，同比+0.01/-0.25/-1.37pct。 海岳大模型V3.0发布，云服务产品智能程度跃升、市场全面开花云服务业务以海岳大模型、海岳PaaS 平台和智能ERP为核心，面向大、中、小企业，覆盖企业级关键场 ...