A Wall Street analyst has outlined the chances of the S&P 500 climbing to 9,000 by 2026, amid ongoing debate over whether the artificial intelligence (AI) boom is fueling a lasting rally or an emerging bubble.Notably, the benchmark index has notched multiple record highs in 2025, led by technology stocks. At press time, the S&P 500 stood at 6,664, up nearly 15% year-to-date.S&P 500 YTD price chart. Source: Google FinanceRegarding the future outlook, Evercore ISI strategist Julian Emanuel sees only a 25% pro ...

巴菲特减持比亚迪 - 伯克希尔哈撒韦已完全退出对中国电动汽车领导者比亚迪的投资 结束超过15年的持股关系[1] - 2008年初始投资2.3亿美元获得225百万股 约占10%股权[1] - 2022年开始减持 当时比亚迪股价已上涨超过20倍[2] 减持过程与规模 - 2025年初伯克希尔能源部门仍持有4.15亿美元比亚迪股份[2] - 2025年3月完成全部退出 根据申报文件显示[2] 市场反应 - 巴菲特退出后比亚迪海外交易股价下跌约3.4%[3] - 尽管年内仍上涨约20% 但失去伯克希尔支持预计改变投资者情绪[3] - 主要竞争对手特斯拉股价在9月21日上涨超过2% 达到429美元[4] 比亚迪经营状况 - 出现三年半以来首次季度利润下滑[4] - 8月国内销量连续第四个月下降[4] - 将2025年销售目标下调最多16%至460万辆[4] 行业环境 - 政府采取措施缓解价格战 对行业利润造成影响[3] - 特斯拉CEO马斯克与特朗普总统会面后股价获得提振[4]

伯克希尔投资退出 - 伯克希尔哈撒韦已完全退出对中国电动汽车巨头比亚迪的长期投资 该投资曾是其历史上最成功的投资之一 [1] - 初始投资于2008年以2.3亿美元购入2.25亿股 17年间投资价值飙升近3900% 在2022年第二季度达到约90亿美元的峰值 [2] - 退出过程逐步进行 从2022年8月开始减持 到2023年6月已出售近76%的持股 使持股比例降至5%以下 [2] 投资价值变化 - 根据香港规则 持股低于5%后无需披露后续销售 投资价值从2022年第三季度的51亿美元下降至2024年第二季度的17亿美元 [3] - 到2025年第一季度 持有该头寸的伯克希尔哈撒韦能源公司报告投资价值为零 [3] - 该投资位列巴菲特最盈利的投资之一 巩固了其作为全球最精明投资者之一的声誉 [6] 比亚迪经营挑战 - 比亚迪面临三年来最困难时期 报告三年半来首次季度利润下降 因中国电动汽车市场需求放缓且价格战加剧 [7] - 占其交付量80%的国内销售已连续四个月下降 公司被迫将2025年销售目标下调高达16% [7] - 尽管向亚洲和拉丁美洲扩张 但欧洲市场推进受高达35%关税挤压 美国市场则因100%关税被排除在外 [8] 市场竞争态势 - 比亚迪2023年超越特斯拉成为全球最大电动汽车制造商 但其2030年前海外销售占比过半的雄心计划日益不确定 [8] - 今年早些时候 比亚迪在欧洲等关键市场对特斯拉构成激烈竞争 当时特斯拉正面临销售下降和与CEO政治观点相关的强烈反对 [9]

While the broader S&P 500 has enjoyed a resilient 2025 with consistent record highs, some individual names have suffered heavy losses.In this case, the three worst performers in the index have each shed between 47% and 62% of their value this year. S&P 500 worst perfoming stock of 2025. Source: Charlie BilelloAt first glance, such sharp declines may seem like red flags, but for long-term investors, they could represent rare entry points into fundamentally strong businesses.The Trade Desk (NASDAQ: TTD)Leadin ...

Electric vehicle manufacturer Tesla (NASDAQ: TSLA) has received a notable boost from Wall Street after Piper Sandler analyst Alex Potter raised his price target on the stock to $500, up from $400.The revision follows Potter’s recent trip to China, where he assessed the competitive landscape among EV manufacturers. Notably, Tesla shares have been under pressure in recent months, weighed down by rising competition from lower-cost Chinese EV makers.Potter noted that while Chinese automakers pose strong competi ...

Intel (NASDAQ: INTC) stock staged one of the biggest rallies this week, surging nearly 30% on Thursday, but a key technical indicator suggests the chipmaker may face a correction or consolidation in the near term.Despite Thursday’s rally, INTC shares closed the week down more than 3%, ending at $29.58. Over the past week, Intel stock has still gained more than 20%.The latest surge was primarily fueled by investor enthusiasm surrounding Intel’s deal with semiconductor giant Nvidia (NASDAQ: NVDA). The agreeme ...

Nvidia (NASDAQ: NVDA) may be flashing the ‘biggest green flag’ in stock investing, potentially positioning the technology giant to target new highs, possibly even the $200 level.Specifically, this bullish signal lies in the fact that as the company’s shares rise, its valuation multiple continues to shrink.Data from charting platform TrendSpider shows that Nvidia’s stock has surged from around $48 in late 2022 to nearly $177 in September 2025, marking an explosive run. Over the same period, the company’s tra ...

As the S&P 500 trades at new highs, historical data suggest the coming week could be brutal for the benchmark index.On Friday, the S&P 500 closed at 6,664, up about 0.5% for the day, extending a rally of more than 4% over the past month.S&P 500 one-month price chart. Source: Google Finance Looking ahead, two decades of data on the SPDR S&P 500 ETF Trust (SPY) show that the upcoming week has often produced negative results, according to insights from charting platform TrendSpider.Seasonality patterns point t ...

Tesla (NASDAQ: TSLA) shares climbed 2.3% in pre-market trading on Friday, September 19, following two major Wall Street upgrades citing both near-term delivery strength and long-term growth.Baird’s Ben Kallo was the most bullish, upgrading his stock rating to “Buy” and increasing the price target from $320 to no less than $548, the highest on Wall Street. Kallo’s forecast implies a 71% upside and frames the automaker as an emerging leader in artificial intelligence (AI), as it points to robotaxis and the Op ...

Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) announced a new partnership on Thursday, September 18, working on several generations of custom data center and computing chips designed to boost performance in hyperscale, enterprise, and consumer applications.As part of the collaboration, Nvidia, the undisputed leader of the semiconductor sector, will also invest $5 billion in Intel by purchasing its common stock at a price of $23.28 per share.Following the news, Intel stock jumped more than 30% in pre-market ...