当地时间周二，美股三大股指集体收涨，道指强势上扬 1.43%，标普 500 指数上涨 0.91%，纳指则在英 伟达股价走低的拖累下，仅微涨 0.67%。 英伟达股价一度重挫逾7%，市值蒸发近3500亿美元，后跌幅收窄，收跌2.6%，收创两个多月新低，而 谷歌母公司Alphabet股价则进一步走高，早盘曾涨超3%，尽管此后回吐部分涨幅，仍收涨1.6%，连续 第三个交易日创收盘历史新高。 表面上看，这场震荡源于周一盘后The Information的一则报道：Meta正考虑2027年在其数据中心使用谷 歌的张量处理单元（TPU）、而非英伟达芯片。 但更深层的原因是，谷歌最新发布的Gemini 3模型赢得了即时赞誉，被认为在推理和编码能力上超越了 OpenAI的ChatGPT，而这一模型正是使用TPU而非英伟达芯片训练的。 这一消息对市场格局的影响立竿见影。 英伟达的重挫波及整个科技板块，其关键合作伙伴超微电脑（SMCI）周二早盘曾跌超6%，其持股的数 据中心运营商CoreWeave早盘一度跌10%，连英伟达的主要竞争对手AMD盘中也曾跌近9.7%，到收盘， 分别跌约2.5%、3.1%和近4.2%。 热门中概股呈现 ...

Hello and welcome to Ask Before a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today. Consumers began to show signs of cautious spending in September as retail sales rose modestly, increasing 0.2% in September as after a 0.6% gain August.But retailers feeling optimistic amid their holiday quarter as companies such as Abberrombi and Fitch, Best Buy, and Kohl's raising their fullear outlooks after topping third quarter expectations. So, how are consumers thinking of th ...

That's the bell on Wall Street and now it's market domination over time. We're giving you full coverage of all the moves, get you up to speed on the action from today's trade and Yahoo Finances Jared Blickery joining us now with the latest market action. Jared, >> thank you Josh.Let's take a look at the Dow first. It is leading the majors up 1.43%. It has been green just about the entire day with uh a little bit of red in the opening 30 minutes there.But check out the last three trading days. This is up 3% ...

周二（11月25日），美股三大指数盘中持续走强，收盘时悉数上涨。 截至收盘，纳斯达克综合指数涨0.67%，报23025.59点，早盘一度跌超1.2%； 道琼斯指数涨1.43%，报47112.45点；标普500指数涨0.91%，报6765.88点。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | | 道現斯指数 | 47112.45 | +664.18 | 1.43% | | 标普500指数 | 6765.88 | +60.76 | 0.91% | | 纳斯达克综合指数 | ⊙ 23025.59 | +153.59 | 0.67% | 当下，交易员们正在评估美联储降息前景和人工智能领域动态。芝商所"美联储观察"工具显示，市场预计该行12月会议上降息25个基点的概 率为82.7%。 上周五，纽约联储主席、美联储联邦公开市场委员会（FOMC）副主席约翰·威廉姆斯（John Williams）释放了鸽派信号，他预计"短期内"仍 有降息空间。 LNW首席投资官Ron Albahary表示，"上周五前，美联储降息的可能性是40%，现在可能性已经达到80%。我无法预测未 ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greipel taking you through to that closing bell. It's a global simulcast.Carol Massar, Tim Stenovec in the radio booth, as always, locked in their cage. Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube Carol Massar. You seem very excited here on a day where the markets getting your back.A pretty nice set. Thank you. Thank you.I know you're sick. No, I was ...

A deal to use Google's TPUs for Meta's AI models could be worth billions and eat into Nvidia's dominant market share. ...

Dow industrials add more than 600 points, biggest gain since August. ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bell on stocks higher here as the rally resumes on Wall Street.This time driven by the Dow. Let's welcome in now ENZ Fere over the touch. Joining us to break down the headlines.Enz, what are you seeing in the markets. Josh, we are looking at session highs here with the Dow up 1.3%, the Nasdaq also higher, flipping into green territory because it was in the red earlier in ...

Shares of chip giants Nvidia and AMD sink in today. This is coming after report from the information that Google is in talks to sell billions of dollars worth of its own AI chips to Meta as competition in that AI chip race heats up. For more, we're bringing Yahoo Finance tech editor Dan Howie.Dan. Yeah, Josh. This is uh basically, you know, kind of the story that we hear every so often.Nvidia has competition. Nvidia syncs that competition rises and then after a while people kind of you know filter back into ...

来源：市场资讯 （来源：金科之家网） 2025年11月，巴菲特旗下伯克希尔·哈撒韦在三季度财报中首次披露建仓谷歌母公司Alphabet，持仓规模 达43亿美元。 这一动作引发全球资本市场震动——这位以"不懂科技"自称的95岁投资大师，为何在AI赛道狂飙两年后 突然入场？ 答案可能藏在谷歌最新发布的Gemini 3.0大模型，以及AI行业从"算力军备竞赛"向"应用价值兑现"的关 键转折中。 一、巴菲特为何选择此时入场？ 这种闭环生态，可能是巴菲特看重的"持久竞争力"。正如他在股东信中所言："真正的护城河，是数 据、算力与智能反馈形成的飞轮。" 2. AI从"烧钱"到"赚钱"的转折点 谷歌云服务收入年增34%至152亿美元，AI驱动的积压订单达1550亿美元。更关键的是，其AI业务营收 占比已升至35%，技术已转化为实实在在的现金流。 对比OpenAI等初创公司，谷歌的"耐力优势"显著：当后者因模型研发烧钱、用户推理成本高昂而不得 不持续融资时，谷歌的核心搜索广告业务仍是现金牛，且通过AI概览、AI搜索等模式稳固了搜索大本 营。 这种"业务自我造血+技术全栈体系"的能力，非常契合巴菲特"长期持有并安心睡觉"的资产 ...