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专题:市场缩量分化A股热点轮动或将延续

  周二美股成交额第1名英伟达收高1.35%,成交237.48亿美元。针对英伟达承诺斥资5000亿美元在美国独家研发AI超级计算机这一消息,美国总统特朗普周二在其自有社交平台“TruthSocial”上发贴称“这是一个激动人心的重大消息”,并宣称将加速办理所有必要的许可并尽快交付给英伟达。

  周一有报道称,英伟达计划在美生产5000亿美元AI设备。该公司称,5000亿美元这一数字是指该公司预计向人工智能供应链出售的所有商品的总价值,这一金额很大程度上反映出各大云计算公司承诺建设和升级数据中心,并配置最新的设备。

  第2名特斯拉收高0.70%,成交199.74亿美元。特斯拉CEO马斯克周一发文表示:“很快,将首次出现一种通用的、纯粹的人工智能解决方案,用于实现完全自动驾驶。仅需摄像头,以及搭载特斯拉人工智能软件的特斯拉人工智能芯片。”马斯克转发了一条关于Grok-3Mini的贴文并称:“很快,人工智能在推理能力方面将远超最优秀的人类。”

  第3名Palantir收高6.24%,成交112.84亿美元。据称该公司已完成向北约提供AI作战系统协议。

  报道称,Palantir与北约通信和信息局(NCIAgency)完成了PalantirMaven智能系统北约版(MSSNATO)的采购,将Palantir公司的该智能系统部署到北约盟军作战司令部(ACO)中,该组织将利用人工智能应用来增强作战能力。

  北约ACO预计将在未来30天内部署新系统。北约指出,采购Palantir公司的MSSNATO从概述需求到采用系统只花了6个月的时间。

  第7名奈飞收高4.83%,成交74.95亿美元。据知情人士透露,奈飞设定目标:到2030年市值达到1万亿美元,收入翻一番。奈飞目前的市值为4176.11亿美元。

  奈飞计划到2030年时将营收在去年390亿美元的基础上增加一倍,并实现大约90亿美元的全球广告收入。奈飞目前并未披露其广告收入数据,但研究公司eMarketer估计,奈飞今年在美国的广告收入将超过21.5亿美元。另外,奈飞高管还设定了一个利润目标:2030年公司营业利润要达到去年100亿美元的三倍,也就是提升两倍。

  第11名美国银行收高3.60%,成交32.27亿美元。美国银行第一季度营收275.1亿美元,同比增长5.9%,超过分析师预期的269.9亿美元,其中净利息收入146亿美元,同比增长3%,超过分析师预期的145.6亿美元。净利润74亿美元,同比增长11%,每股收益0.9美元,好于预期的0.82美元。

  第13名摩根大通收跌0.68%,成交25.58亿美元。该公司CEO杰米·戴蒙抛售3150万美元股票。

  美国证券交易委员会(SEC)的信息显示,戴蒙4月14日在公开市场上以每股235.6774美元的价格出售了133639股普通股,交易价值约3150万美元。

  戴蒙在4月14日的出售价为约每股235.68美元,较2月时股价高点少10%。SEC文件显示,戴蒙于2025年2月20日,通过多个家族信托和有限责任公司,以每股约269.84美元的价格出售了783361股摩根大通普通股,交易总额约为2.338亿美元。该笔交易披露前,10b5-1规则计划显示,戴蒙计划自彼时至2025年8月1日出售100万股摩根大通股票。

  第18名台积电收高0.96%,成交21.35亿美元。台积电即将完成面板级先进芯片封装(PLP)的研发,并计划在2027年左右开始小批量生产。为满足对更强大的人工智能芯片的需求,面板级先进芯片封装将使用可容纳更多半导体的方形基板而非传统的圆形基板。

  第20名CrowdStrike收高3.73%,成交亿美元。

  (截图来自新浪财经APP行情-美股-市场板块左滑更多数据)下载新浪财经APP

  

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给我…支棱起来啊!!!
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  • ns2定档6月5日正式发售 中国被曝已不再生产出口美国的玩具 肖俊现场清唱《如果可以》 骗子用3个手机APP协作刷走钱 我在接龙游戏开发里拿了MVP 第二期 南京徐达墓今年首次对外开放 男子手拎981株罂粟苗入境云南被查,清点时铺满海关查验台 朱一龙倪妮撑一把伞好养眼 你认为 100 年后,现在的哪些科普书还会被当作经典? 外交部回应美国对中国船只征收港口停靠费,只会推高全球的海运成本,无法振兴美国的造船业,如何看待此事?