市场新闻

NVDL的2倍承诺一年仅兑现17.21%，而NVIDIA飙升22.21%AI 译

Paying for double exposure sounds like a straightforward bet on NVIDIA, but the daily mechanics of leveraged ETFs can quietly work against you in ways the product factsheet does not spell out.

Ackman聚焦AI持股后，Pershing Square (PS)显得昂贵的7个理由AI 译

Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund’s concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square’s recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share...

英特尔(INTC)从其德州芯片设施合资企业中获得什么？AI 译

Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the Terafab project. The Terafab facility is intended to support chips for next generation robotics and autonomous vehicle platforms used by SpaceX and Tesla. The partnership highlights efforts by the companies to tighten control over chip supply for AI hardware and advanced manufacturing in North America. The announcement positions Intel as a key foundry...

据The Information报道，英伟达将向Stargate数据中心开发商Lancium投资高达30亿美元AI 译

Nvidia will invest up to $3 billion in power infrastructure developer Lancium, the company ‌behind the Stargate data center campus in Texas, ‌the Information reported on Friday. • The chipmaker will invest an initial $2 ​billion for a stake of roughly 20% in Lancium, which is backed by Blackstone, according to the report. • Nvidia could invest an additional $1 billion if the ‌company meets certain ⁠thresholds, including grid hookups, the report said, citing people familiar with the matter.

亚马逊（AMZN）2026年第二季度财报电话会议记录AI 译

AWS revenue surged 36.7% as AI demand and custom chips drove triple-digit growth.

苹果（AAPL）2026年第三季度财报电话会议记录AI 译

iPhone revenue surged 22% as Apple navigates supply constraints and memory cost inflation.

苹果（AAPL）在印度销售额突破100亿美元，但华尔街关注供应限制和利润率AI 译

Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India. The company generated $10 billion in annual sales for the first time while continuing to deliver double-digit growth and expand its retail presence in one of its fastest-growing markets. The achievement underscores Apple’s long-term opportunity in the region. Despite that progress, the market’s attention has […]

SpaceX和特斯拉选择德州建设AI芯片制造厂，将成为全球最大建筑AI 译

SpaceX and Tesla's Terafab in Grimes, Texas, will produce AI chips for Optimus robots, Cybercabs and space-based data centers at massive scale.

Meta(META)2026年第二季度财报电话会议记录AI 译

Revenue surged 28% on advertising strength, but net income fell 14% due to legal charges.