美股科技股整体表现 - 纳斯达克指数大幅上涨超过1% [1] - 科技股板块呈现普涨态势 [1] 主要科技公司股价表现 - 谷歌股价显著上涨6% [1] - 博通股价上涨3.5% [1] - 英伟达股价上涨3% [1] - 英特尔股价上涨1.7% [1]

纳斯达克指数表现 - 纳斯达克指数上涨超过1% [1] 主要科技公司股价表现 - 谷歌股价上涨6% [1] - 博通股价上涨3.5% [1] - 英伟达股价上涨3% [1] - 英特尔股价上涨1.7% [1]

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Italian defence and aerospace company Leonardo and Abu Dhabi's EDGE group will launch a joint venture in the United Arab Emirates next year to design, develop and produce defence systems, the companie... ...

PALO ALTO, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the availability of the Brocade X8 Directors and Brocade G820 56-port switch, the industry’s first 128G Fibre Channel platforms designed for today’s mission-critical workloads and enterprise AI applications. Brocade Gen 8 Fibre Channel safeguards storage for the quantum era and automates infrastructure management through embedded SAN AI tec ...

New Brocade Gen 8 Directors and Mid-Range Switch Power the Industry’s Most Secure, High-Performance Storage Network for Enterprise AIPALO ALTO, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the availability of the Brocade X8 Directors and Brocade G820 56-port switch, the industry’s first 128G Fibre Channel platforms designed for today’s mission-critical workloads and enterprise AI applications. B ...

As one of the world's top designers, developers and manufacturers of semiconductor and infrastructure software products, Broadcom Inc (NASDAQ:AVGO) has naturally enjoyed a strong performance in the market. Since the beginning of this year, AVGO stock gained almost 47%, easily outpacing the Nasdaq Composite's run of 18.43% during the same period. However, even Broadcom wasn't immune to recent downside pressure.To be fair, the overall volatility so far hasn't been terrible compared to other big names in the i ...

交银国际给予博通(AVGO.US)买入评级，目标价425美元。公司AI半导体收入有望在2025-27财年实现 87% CAGR，受益于xPU ASIC加速芯片与AI通信网络双轮驱动。VMware整合超预期，提升软件协同与 盈利稳定性。预计2027财年Non-GAAP EPS达12.00美元，业绩增长能见度高。目标价425美元，对应 2026/27财年45/35倍PE。 ...

美股市场表现 - 当地时间11月18日美股三大股指全线大跌，道指下跌1.22%至46022.88点，标普500指数下跌1.13%至6597.16点，纳指下跌1.72%至22317.03点 [1][2] - 纳斯达克中国金龙指数下跌1.37%至7654.06点 [2] - 欧洲主要股市亦全线大跌，英国富时100指数跌超1%，法国CAC40指数跌近2%，德国DAX指数、意大利MIB指数、欧洲STOXX50指数均跌超2% [2] 科技股与热门个股 - 大型科技股全线走低，英伟达、亚马逊、台积电、特斯拉跌超3%，微软、Meta跌超2%，谷歌A、博通跌超1%，苹果小幅下跌 [7] - 热门中概股多数下跌，拼多多跌超6%，腾讯音乐跌超3%，蔚来、唯品会跌超2%，理想汽车、哔哩哔哩跌超1%；爱奇艺涨超4%，携程涨超3%，阿里巴巴、百度小幅上涨 [8] - 美国网络安全服务商Cloudflare因大规模网络故障导致股价一度跌超7%，截至发稿仍跌超3% [7][8] 劳动力市场数据 - ADP研究公司数据显示，在截至11月1日的四周内，美国公司平均每周裁减2500个工作岗位，表明劳动力市场在10月下旬失去增长势头 [2] - ADP在11月5日发布的月度就业报告显示，私人就业岗位在此前两个月下降之后增加了4.2万个 [2] - 美国劳工部数据显示，10月18日当周美国首次申请失业救济人数为23.2万人，当周续请失业金人数为195.7万人 [3] 市场情绪与预期 - 根据芝商所“美联储观察”工具，美联储12月降息25个基点的概率已不足50%，而一个月前市场预期概率高达95% [5] - 美国银行月度基金经理调查显示，全球投资者在11月提升了对股票和大宗商品的配置，但现金持有量降至3.7%，触发了该行的“卖出信号” [5] - 调查警告若美联储不在12月降息，市场可能面临进一步下行，新兴市场和银行被视为最易受影响的领域 [5] 行业投资与风险 - 美国银行调查中，45%的投资者认为“AI泡沫”是最大的尾部风险，创纪录比例的投资者表示公司正在“过度投资” [5] - 科技行业头寸非常拥挤，54%的受访者将“做多七巨头”列为最拥挤的交易 [5] - 微软、英伟达和Anthropic建立战略合作，英伟达承诺投资不超过100亿美元，微软承诺投资至多50亿美元，Anthropic承诺购买300亿美元的Azure计算容量 [7]