苹果公司股票走势 - 苹果公司股票在连续第五个下跌日，今年初已下跌近12%，而整体市场仍在持续上涨，分析师Barton Crockett表示股票处于“十字路口”[1] - 苹果面临各种挑战，包括监管压力、收入趋势疲软和缺乏主流新产品[2] 巴菲特持股情况 - 分析师Jordan Klein担心如果华尔街发现沃伦·巴菲特的伯克希尔·哈撒韦在“减持他的大量股份”，情况可能会变得更糟[3] - 巴菲特是苹果最大的股东之一，持股量约为9.05亿股，Klein认为巴菲特可能正在减持股份[4]

Production at Tesla’s Berlin factory was halted due to a power outage, German media reported Tuesday.The halt was due to a fire, suspected of being arson, in an area near the factory, Berliner Zeitung reported. Deutsche Welle later reported that left-wing extremists called the Volcano Group claimed responsibility, citing the damage from “killer cars and monster trucks.”Tesla’s factory has not been damaged, the police said. Recently, environmental activists have been protesting in a state forest near the Tes ...

As Apple Inc. absorbs the regulatory body blow of a record $1.95 billion antitrust fine from the European Union on Monday, its legal team is bracing for yet another epochal action.The U.S. Department of Justice is in the final stages of a yearslong investigation into Apple AAPL, -2.81%, which could lead to a lawsuit as soon as this month. The probe — which reportedly focuses on everything from the seamless integration between the iPhone and Apple Watch, to the company’s digital-payments system and its use o ...

Shares of Boeing Co. turned higher Monday after American Airlines Group Inc. included the aerospace giant’s troubled 737 Max line in its orders for 260 new aircraft, which aims at boosting premium seating by 20%.American said its orders include 85 Boeing 737 Max 10s, 85 Airbus A321neo and 90 Embraer E175 aircraft, with options and rights to buy an additional 193 aircraft.As part of the Boeing orders, American said it “upgauged” 30 existing 737 Max 8 orders to 737 Max 10 aircraft. Boeing’s stock BA, +0.39% g ...

文章核心观点 - 高盛分析师认为超微电脑公司是“人工智能赢家”，但股价自2023年初以来上涨近1000%已“估值合理”，首次覆盖给予中性评级和941美元目标价 [1][2] 公司表现 - 过去两年公司营收增长和盈利能力转变与英伟达类似 [3] - 公司股价大幅上涨，同时盈利增长飙升，市盈率为预期每股收益的32倍，与其他人工智能推动者一致 [3] - 周五晚宣布将被纳入标准普尔500指数成分股，周一早盘股价上涨23% [6] 市场地位 - 公司能很好满足云服务提供商对人工智能基础设施的需求，但该市场未来将更拥挤 [4] - 公司独特的上市速度使其能很好服务人工智能相关需求，但随着竞争加剧，近几个季度市场份额的激增可能会回落 [5] 盈利情况 - 过去两年公司营业利润率有所扩大，部分归因于多元化生产、收入加速和毛利率扩张 [5] - 随着公司通过更具价格竞争力的产品来争夺市场份额，毛利率和息税前利润可能会“回落” [5] 硬件竞争 - 硬件竞争对手戴尔科技公司和思科系统公司更专注于企业市场 [4]

台湾半导体制造业现状 - 美国的CHIPS和Science Act旨在通过向半导体制造商提供520亿美元的补贴来解决台湾半导体制造的脆弱性[1] - 台湾半导体制造业主要由全球各地的专业公司主导，包括台湾的台积电、美国的AMD、Nvidia和Qualcomm、荷兰的ASML Holding、日本的东京电子和英国的Arm Holdings[3] 美国半导体制造挑战 - 尽管美国和日本向台积电提供大量补贴以促使其搬迁，但美国缺乏具备半导体制造所需技能的工人，导致在美国建设新设施的项目进展缓慢[5] - 美国工人在芯片设计方面具备技能，但在半导体制造方面缺乏必要的技能，这可能导致台积电在美国的生产成本高于在台湾的成本[9] - 台积电在美国的Phoenix项目可能会面临困难，因为美国缺乏具备半导体制造所需技能的工人，导致该项目进展缓慢[10] CHIPS Act对台积电和台湾的影响 - CHIPS Act可能会导致台积电丧失创新重心，影响其客户和供应商，进而影响整个AI革命的发展，并可能导致台湾半导体产能减少[13] - 台积电的领先地位一旦丧失，将进一步加剧美国对台湾的漠视，而台湾的经济和安全受到损害，将对美国国家安全造成更大的危害[15] - CHIPS Act设计不当，可能会对台积电和台湾经济造成长期损害，美国应采取既保护自身经济安全又加强台湾经济的策略[16]

In the 1980s, Japan appeared to have the world by the tail, only to see its economy collapse into a “lost decade” and general malaise. A similar fate for the U.S. seems unimaginable nowadays. The U.S. is scoring big wins in the latest, fast-growing technologies: artificial intelligence, including Microsoft’s investment in OpenAI; Alphabet, Amazon.com and Meta Platforms leading the tech giants exploiting the internet; and Elon Musk’s Neuralink and SpaceX pushing the limits of innovation.Yet misguided governm ...

奥普拉·温弗瑞决定出售股份 - 奥普拉·温弗瑞决定出售她在WW International的股份并离开公司董事会[1] - 奥普拉之前曾表示使用减肥药物是“走捷径”，但现在却被指责为虚伪[2] - 奥普拉的决定可能受到社交媒体上的批评和公司收购Sequence的影响[3] 肥胖问题与减肥 - 体重问题一直困扰着奥普拉，她希望通过与WeightWatchers合作提升关于肥胖的讨论[5] - 肥胖不仅在身体上造成负担，还会导致言语和情感上的虐待[6] - 肥胖患者常常被认为缺乏意志力，但事实上肥胖是一种慢性疾病[8] - 体重减轻的关键不仅仅是依靠意志力，手术和药物也可以是有效的解决方案[9] - 肥胖者常常感到羞耻，尤其是在选择药物减肥时会受到他人的批评[11] - 大多数肥胖者减肥是为了健康，因为肥胖与多种疾病如心脏病和癌症相关联[13] - 医学专家认为减肥药物应该被视为类似癌症治疗的必要工具[14] - 减肥药物并非解决方案，而是一种辅助工具，需要配合合理的饮食和运动[16]

You are probably aware that Nvidia Corp. shares have soared over the past year. But you might not know that as this has happened, the stock has become much more attractive by the most commonly used price-valuation metric.Shares of Nvidia NVDA closed at $788.17 on Friday, up 233% from a year earlier. The shares traded for 31.3 times the consensus earnings-per-share estimate of $25.20 among analysts polled by FactSet. Nvidia’s forward price-to-earnings ratio is high when compared with that of the S&P 500 , wh ...

Five years ago, Advanced Micro Devices Inc. ranked as the 222nd largest company in the S&P 500. Now, it stands at No. 22. The company finished Thursday with a market value above $300 billion for the first time, marking the latest milestone in an impressive run for the chip maker. AMD’s stock AMD, +5.25% rose 9% in Thursday afternoon trading, translating to a market value of $311 billion. ...