截至今年，七巨头（Magnificent7）中仅有一个公司回报率低于5%，远逊于标普500ETF（SPY）15%的涨幅就是亚马逊（Amazon，纳斯达克代码：AMZN）。
在分析师看来，亚马逊的这一滞后表现正是绝佳的机会其基本面不仅没有恶化，反而持续走强，且公司在人工智能领域的进展似乎被市场低估，这与前几年谷（Alphabet，GOOG）的情况类似。2026年，分析师预计亚马逊将成为大型科技股中表[阅读全文]
狮山巡礼
投资杂谈
博文
(2025-11-29 02:51:11)
(2025-11-29 02:46:25)
NvidiaStockFallstoEndRoughMonth.WhyHistorySaysDecemberWillBeaRelief.
Nvidia NVDA -1.81% stockwasfallingagainFridaytoendaroughNovemberfortheAIchipmaker.ThesharesareontrackfortheirworstmonthsinceMarch,downaround12%,buthistorysaysDecembercouldbringsomerelief. SharesinNvidiaweredown1.4%at$177.75inearlytradingFridayashortenedhalf-dayforthemarket. Thestockhasstruggledinrecen...[阅读全文]
Nvidia NVDA -1.81% stockwasfallingagainFridaytoendaroughNovemberfortheAIchipmaker.ThesharesareontrackfortheirworstmonthsinceMarch,downaround12%,buthistorysaysDecembercouldbringsomerelief. SharesinNvidiaweredown1.4%at$177.75inearlytradingFridayashortenedhalf-dayforthemarket. Thestockhasstruggledinrecen...[阅读全文]
(2025-11-29 02:43:13)
CathieWoodsARKBuysMoreAlphabet,Meta,andCoinbase.ButDitchesTheseStocks.
ItstheclearBigTechwinnerintheraceforAIdominance,withastockthathassoared70%thepast12months.ButsharesofGoogleparentAlphabethavefurthertogothatsthereadacrossfromlatestinvestmentsbyCathieWoodsARKInvest. Thehigh-profileAIinvestor,whohasbeendismissiveofbubbletalk,hasbeenbusytoppinguptechholdingsandbuyingthecryptodip,throughv...[阅读全文]
ItstheclearBigTechwinnerintheraceforAIdominance,withastockthathassoared70%thepast12months.ButsharesofGoogleparentAlphabethavefurthertogothatsthereadacrossfromlatestinvestmentsbyCathieWoodsARKInvest. Thehigh-profileAIinvestor,whohasbeendismissiveofbubbletalk,hasbeenbusytoppinguptechholdingsandbuyingthecryptodip,throughv...[阅读全文]
(2025-11-29 02:40:12)
BitcoinClimbstoEndTerribleMonthforCryptos.WhatHistorySaysHappensNext.
BitcoinsThanksgivingrallystalledearlyFridaybuttheworldslargestcryptocurrencystilllookedsettoendaterriblemonthwithagoodweek. Bitcoin BTCUSD -0.30% climbedbackabove$90,000lateWednesdayandhitashighas$91,879overThanksgiving,accordingtoCoinDeskdata.However,thereboundwasfizzlingoutslightlyasBitcoinfellto$91,500earl...[阅读全文]
BitcoinsThanksgivingrallystalledearlyFridaybuttheworldslargestcryptocurrencystilllookedsettoendaterriblemonthwithagoodweek. Bitcoin BTCUSD -0.30% climbedbackabove$90,000lateWednesdayandhitashighas$91,879overThanksgiving,accordingtoCoinDeskdata.However,thereboundwasfizzlingoutslightlyasBitcoinfellto$91,500earl...[阅读全文]
(2025-11-29 02:24:31)
2025年11月，超5000亿美元市值在英伟达和谷歌之间发生大挪移：谷歌母公司Alphabet市值增长约5300亿美元，剑指4万亿美元；而AI芯片霸主市值却蒸发6200亿美元。 这一增一减背后，是一则可能重塑行业格局的行业传闻：Meta正与谷歌密谈，计划2027年斥资数十亿美元采购谷歌TPU（张量处理单元）芯片。作为英伟达的核心客户，Meta的算力需求曾高度依赖其GPU芯片，倒戈将直接冲击[阅读全文]
(2025-11-28 15:03:23)
大空头和英伟达之间的回合战正在升级。《大空头》电影原型MichaelBurry再度将矛头指向英伟达，称其为回应自己批评而向华尔街分析师分发的一份内部备忘录令人失望，并充斥着一个接一个的稻草人论证。 11月26日周二，Burry在其新开设的Substack博客平台发文写道，自己不敢相信这些回应出自全球市值最高的上市公司之手，并称该文件读起来几乎像个骗局。 这一最新[阅读全文]
(2025-11-28 10:25:10)
(2025-11-28 10:22:55)
(2025-11-28 02:37:08)
https://view.inews.qq.com/a/20251128V0073Q00?devid=4C3CC693-B6D7-49E8-946C-856D5CA8F7B5qimei=c151ef6bf95dad2ab3471de500001f814804
特斯拉FSD到底是不是全球最强？点击上面连接看视频
带着这个疑问，我在洛杉矶落地后的48小时里，驾驶带FSDv14的全新ModelY跑遍了比佛利山庄的繁华、高速公路的狂野，以及格里菲斯天文台的险峻山路。
这次500km的体验让我看到了特斯拉FSDv14的两面性。一个是上限极高的天[阅读全文]
(2025-11-28 02:09:34)
GoldmanSachsrevampsBroadcomstockpricetargetwithatwist
Broadcoms(AVGO)stocklooksvirtuallyunstoppable,havingjumpedover66%year-to-dateasitmoveseversoclosetoa$2trillionvaluation. However,withsuchmomentumcomesanewkindofpressure. GoldmanSachsanalystJamesSchneiderjustbumpedhispricetargetonthestock,doublingdownonhisbuyrating. HeframesBroadcomasperhapsthemostimportantarmsdealerintheAIboom. ...[阅读全文]
Broadcoms(AVGO)stocklooksvirtuallyunstoppable,havingjumpedover66%year-to-dateasitmoveseversoclosetoa$2trillionvaluation. However,withsuchmomentumcomesanewkindofpressure. GoldmanSachsanalystJamesSchneiderjustbumpedhispricetargetonthestock,doublingdownonhisbuyrating. HeframesBroadcomasperhapsthemostimportantarmsdealerintheAIboom. ...[阅读全文]
