股市正重演2000年互联网泡沫顶部的AI集中化特征

The stock market just did something eerily similar to the dotcom bubble top in 2000

Surging stock performance in May was concentrated in the AI adjacent.

盘前异动个股速览：Nvidia、Arm、泰勒·莫里森、Qualcomm 等

Stocks making the biggest moves premarket: Nvidia, Arm, Taylor Morrison, Qualcomm & more

These are the stocks posting the largest moves premarket.

"被颠覆或消亡"：AI正在摧毁一批在ChatGPT出现前建立的创业公司

'Disrupted or dead': AI is crushing a generation of startups built before ChatGPT

The AI boom that has funneled more than $250 billion into OpenAI and Anthropic has left hundreds of startups built befor…

Nvidia、Meta 与 Schlumberger 在新研究中被评为 AI 采纳领先企业

Nvidia, Meta and Schlumberger rank among top companies adopting AI, new study says

The AI-Driven Enterprise Institute released new research that breaks down how well S&P 500 companies are adopting AI com…

微软AI本土化战略或推动股价新高——富国银行评级上调深度解读

Microsoft could soar to new highs thanks to homegrown AI push, Wells Fargo says

The bank, which has an overweight rating on the tech giant, hiked its price target on the tech giant.

AI革命规模将达互联网泡沫50倍：软银孙正义接受CNBC专访

AI revolution is '50x bigger' than the dotcom boom: SoftBank's Masayoshi Son to CNBC

The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s, SoftBank CEO Masayoshi Son told CNBC…

拥车成本高企？这3个工具帮你省钱

Owning a car is a huge expense right now — these 3 tools can help you save

Car warranties, comparison shopping tools and refinancing can make owning a car more affordable. Here's how to take acti…

Nvidia "重新定义"芯片延伸软件反弹，Arm、IBM、惠普联袂大涨

Arm, IBM and Hewlett Packard soar as Nvidia chip 'reinvention' extends software rally

Shares in software compares surged ahead of Monday's opening bell.

美债收益率小幅走高，因美伊在霍尔木兹海峡附近交火

Treasury yields edge higher as U.S. and Iran exchange strikes

Treasury yields rose Monday after the U.S. and Iran exchanged fire near the Strait of Hormuz.

零售Q1"惊人强劲"背后的真相：税收优惠退潮与消费韧性测试

Retail had a 'surprisingly robust' first quarter, but the real test is ahead as tax refunds dry up

The retail industry saw strong first-quarter sales and profits, but high tax refunds and buy now, pay later helped mask…

鲍威尔警告特朗普的政治"压力测试"将损害央行公信力

Fed's Powell warns Trump's political 'stress test' will wreck public trust in central bank

Jerome Powell said White House pressure on the Fed will damage public trust in the U.S. central bank.

高盛称日本涨势在 TOPIX 破纪录后仍有运行空间

Goldman Sachs says Japan rally still has legs after record TOPIX run

Japanese stocks still have room to run even after this year's blistering rally, according to Goldman Sachs.

特朗普批评"叽叽喳喳"的批评者——美伊和平谈判陷入僵局，中东局势再度紧张

Trump hits out at ‘chirping’ critics as Iran peace talks enter new month at impasse

Trump's Truth Social post comes as air strikes between the U.S. and Iran resumed over the weekend.

英伟达携Arm架构芯片进军PC市场——对冲基金视角下的半导体格局重估

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

Nvidia CEO Jensen Huang unveiled a long-awaited Arm-based PC chip, breaking into PCs for the first time on new laptops b…

Nvidia选择中国初创企业Unitree作为仿人机器人平台：中国AI生态扩张的战术信号

Nvidia picks Unitree for humanoid robot platform as Chinese startup eyes IPO

The U.S. chipmaker's first publicly available humanoid robotics system will use humanoids from Chinese startup Unitree.

英伟达投资的AI公司宣布伦敦大规模扩张计划

Nvidia-backed $5 billion AI company tells CNBC it's launching major expansion in London

Runway follows U.S. AI giants including Anthropic and OpenAI in announcing big London growth plans.

中国5月私营制造业PMI超预期，但官方数据仍疲软——经济复苏非均衡性创造跨资产套利窗口

China’s factory activity beats forecasts in May, private survey shows, despite softer official data

以色列扩大黎巴嫩军事行动致油价飙升2%，动摇停火希望

Oil jumps 2% as Israel expands Lebanon offensive, rattling ceasefire hopes

Oil prices surged on Monday after Israel instructed troops to push deeper into Lebanon amid renewed clashes with the Ira…

巴菲特继任者Abel首个重大战略：68亿美元收购Taylor Morrison的宏观交易信号拆解

Berkshire Hathaway makes $6.8 billion housing bet with Taylor Morrison deal

The acquisition marks one of the first major strategic deals under Warren Buffett's successor Greg Abel, who took over a…

亚太市场开盘涨跌互现：特朗普对伊朗协议态度暧昧，地缘风险溢价持续困扰能源市场

Asia-Pacific markets set to open mixed as Trump signals no rush on Iran agreement

Asia-Pacific markets were set to open mixed on Monday as investors monitored lingering uncertainty around U.S.-Iran nego…

泰国啤酒帝国女继承人的领导力宣言：缺乏交易催化剂的家族传承叙事

The daughter of Thailand's beer billionaire says she never doubted women belonged at the top

Thapanee Techajareonvikul reflects on family, succession and leadership inside the billionaire empire behind Chang beer,…