市场新闻

我从三个维度为微软最新财报打了分，这是我对该股的最终评判。AI 译

Azure grew faster than management's own forecast. Is that enough to make the stock a buy around $530?

微软 (MSFT) 发行250亿美元巨额债券，进一步发力AI布局AI 译

Microsoft (NasdaqGS:MSFT) completed a record US$25b multi-tranche bond sale, its first major issuance in nearly a decade. The company said proceeds will support long term funding for AI infrastructure and continued investment in its cloud platforms. Microsoft also expanded its AI collaboration with The Estée Lauder Companies to apply data and decision intelligence across global beauty brands. Microsoft's US$25b bond raise and new Estée Lauder AI partnership deserve a close look alongside the...

特斯拉Cybercab将于11月登陆达拉斯，内华达州刚刚批准5000辆Robotaxi在拉斯维加斯上路：这个关键数字印证了多头的观点。AI 译

Tesla's $0.30-per-mile target could transform its profitability.

亚马逊将中国Kimi和GLM引入Bedrock之际，安迪·贾西称西方对更多本土开源AI模型“极度渴望”AI 译

Amazon.com Inc. is expanding its Bedrock AI platform with China’s Kimi and GLM open models, while CEO Andy Jassy outlined ambitions for the service to eventually match Amazon’s massive EC2 cloud business. Amazon disclosed the additions during its third-quarter earnings...

据报道英伟达 (NVDA) CEO 黄仁勋成为中国间谍行动的目标AI 译

Nvidia (NasdaqGS:NVDA) is at the center of reports that CEO Jensen Huang was targeted in an alleged Chinese espionage plot. The reported operation has prompted fresh questions from US lawmakers about potential security vulnerabilities around Nvidia's AI chip development. Regulators and legislators are weighing the incident against existing restrictions on Nvidia's advanced AI chip exports to China. The reported targeting of Jensen Huang is feeding into a wider reassessment of Nvidia's...

大型科技股之外的5只最佳高成长股AI 译

The market’s growth leadership has become abnormally concentrated in a small number of mega-cap technology stocks, leaving investors with fewer obvious opportunities to find rapid earnings growth outside of the AI trade. Ten AI-related stocks currently account for over 40% of the S&P 500’s market capitalization, with NVDA, AAPL, and MSFT accounting for approximately 21.7% […]

Alphabet三季度财报电话会议上分析师提出的5个最受关注的问题AI 译

Alphabet’s third quarter drew a sharp negative reaction from the market following a significant shortfall in non-GAAP earnings per share, despite revenue meeting Wall Street’s expectations. Management attributed the strong top-line growth to AI-driven momentum across Search, Cloud, and YouTube, noting a surge in AI-related product usage and increased adoption of the Gemini 4 series of models. CEO Sundar Pichai described the quarter as “strong,” emphasizing record growth in Google Cloud and a mar

这就是为何Janus Henderson看好Meta Platforms, Inc. (META)AI 译

Janus Henderson, an investment management company, released its “Global Sustainable Equity Fund ” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Equity Fund returned 1.86% in the third quarter of 2026, matching its benchmark, while outperforming the IA Global peer group’s 0.38% return. The fund’s performance reflected a sharp […]

继Meta之后，这些会成为华尔街下一批重磅拆股标的吗？AI 译

These companies could perform well whether or not they announce stock splits.