美股开盘:三大股指齐涨
道指涨0.27%,标普500指数涨0.27%,纳指涨0.44%。埃森哲涨19.41%,高知特涨10.58%,新思科技涨8.62%,加特纳涨6.81%,Fair Isaac Corp涨5.84%,IBM涨4.90%。“七姐妹”方面:谷歌涨2.08%,微软涨1.30%,Meta Platforms涨0.91%,特斯拉涨0.55%,亚马逊涨0.53%,英伟达涨0.28%,苹果跌0.88%。
道指涨0.27%,标普500指数涨0.27%,纳指涨0.44%。埃森哲涨19.41%,高知特涨10.58%,新思科技涨8.62%,加特纳涨6.81%,Fair Isaac Corp涨5.84%,IBM涨4.90%。“七姐妹”方面:谷歌涨2.08%,微软涨1.30%,Meta Platforms涨0.91%,特斯拉涨0.55%,亚马逊涨0.53%,英伟达涨0.28%,苹果跌0.88%。
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains why he expects volatility in stocks in the fourth quarter and frames rising bond yields as “a new normal.” (Source: Bloomberg)
Axios梳理特朗普与AI产业共同押注的四个方面,分别是AI基础设施投资能否转化为生产率、华盛顿是否依赖企业自我监管、AI能力扩展能否保持可控,以及特朗普与产业绑定后的政治风险。