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市场表现 - 道琼斯指数当日上涨1%（493点），纳斯达克指数上涨略低于1%，标普500指数接近1% [1] - 罗素2000指数当日上涨3%，本周跌幅不到1%，标普600指数情况类似 [2] - 标普500指数所有11个大型股板块当日均上涨，材料板块领涨，其次是医疗保健、非必需消费品、通信服务、房地产、工业、金融和必需消费品板块，所有表现优于标普500的板块涨幅均超过1%，前两名涨幅超过2% [3] - 本周道琼斯指数下跌约2%，纳斯达克指数下跌2.75%，标普500指数下跌2% [2] - 本周科技板块下跌5%，自本季度初以来医疗保健是表现最好的板块，本周只有医疗保健、必需消费品和通信服务板块上涨 [6] - 当日住宅建筑商板块上涨近4.5%，零售板块上涨3.5%，地区银行板块上涨略高于3% [7] 个股动态 - 纳斯达克100指数中，Alphabet接近或达到历史新高，而英伟达、微软、博通、特斯拉等大型股下跌 [4] - 本周英伟达在财报公布后下跌6%，亚马逊下跌6%，微软下跌7% [5] 市场情绪与背景 - 小盘股市场迎来数月最佳单日表现，其他一些市场当日也非常活跃 [3] - 当日迷因股表现活跃，反映出风险偏好 [8] - 长期利率下降了几个基点，可能影响了当日结果，对利率敏感的行业如住宅建筑商、零售、地区银行是涨幅居前板块 [7] - 市场在连续七个月上涨后出现回调被认为是健康的暂停，因股价有时会偏离其200日移动平均线，呈现抛物线式上涨，需要盈利来支撑股价 [11][12][13] 行业与主题焦点 - 医疗保健和能源是过去几年表现不佳的两个板块，目前看到医疗保健股有所改善，提及强生、礼来、安进、史赛克和施乐辉等公司，能源板块提及雪佛龙和管道公司KMI [22][23] - 人工智能是市场焦点主题，英伟达财报强劲但仍下跌，反映出随着公司体量增大，维持高增长难度增加，公司提及未来可能达到5000亿美元营收目标，但市场对其期望很高，且人工智能发展需要电力支持 [14][15][16][17] 其他资产类别 - 黄金在强劲上涨后降温，过去两年价格翻倍，部分由于央行购买和对美国债务的担忧，但近期与比特币走势脱钩，比特币下跌 [18][19] - 加密货币市场规模约1.5万亿至2万亿美元，相对于股市规模较小，其波动性可能对市场产生边际影响，但被认为是短期事件 [21] 私募信贷市场 - Blue Owl Capital取消了其一只大型公开交易基金与一只小型私募基金的合并计划，因公开基金的市场估值较私募基金的账面价值存在大幅折价，合并后投资者可能面临20%的减记，此事引发市场对私募信贷估值方法（私募基金按管理人季度标记，公开基金按市价交易）和当前信贷环境的关注 [25][26][27][28][29][30] 公司财报与战略 - Intuit第一财季业绩超预期，并宣布与OpenAI达成1亿美元多年期合作伙伴关系 [32] - Intuit业务平台增长18%，消费者平台增长21%，整体公司增长18% [33] - Intuit定位为金融科技公司，服务1亿客户，约60%业务面向中小型企业，30%为税务业务，10%为Credit Karma，公司专注于通过AI和人类智能提供解决方案，并向上游市场拓展 [34][35] - AI应用于税务体验，公司拥有每位消费者约7万个属性数据以定制化服务，其AI会计代理可帮助客户每月节省最多12小时，45%客户反馈节省12小时，AI决策可被客户确认或修改以学习提高准确性 [38][39][40][41] - 与OpenAI合作将使ChatGPT用户能基于其特定财务状况（如预计获得3000美元退税）获得具体建议并引导至Intuit平台，将生成式AI从通用建议变为个性化、可操作的财务建议 [42][44][45] - "一号大美丽"法案预计因国税局未调整预扣税而使更多人获得退税，这将对公司和美国经济产生积极影响 [46][47] 下周关注要点 - 下周交易时间缩短，周四感恩节休市，周五提前至东部时间下午1点收盘 [48] - 财报方面将关注零售商（科尔士、百思买、阿贝克隆比&费奇、迪克体育用品）和科技公司（Zoom、Workday、Zscaler、戴尔、惠普） [48][49] - 经济数据包括因政府停摆而延迟的9月零售销售、成屋待完成销售、标普凯斯-席勒房价指数、初请失业金人数和9月耐用品订单 [50]

Oracle Executive Chairman Larry Ellison speaks at the White House earlier this year during an event to launch a major AI infrastructure project involving OpenAI and Japan's SoftBank. Andrew Harnik / Getty Images Close Key Takeaways Betting big on artificial intelligence is proving to be a double-edged sword. Shares of Oracle (ORCL), the almost-50 year-old software company turned AI play, rallied furiously during the summer as investor enthusiasm for what could be the next transformative technology surged. L ...

PHILADELPHIA, Nov. 21, 2025 (GLOBE NEWSWIRE) -- Datavault AI Inc. (“Datavault AI” or the “Company”) (NASDAQ: DVLT), a provider of data monetization, credentialing, digital engagement, and real‑world asset tokenization technologies, announced today that, in connection with its previously announced distribution of Dream Bowl 2026 Meme Coins to eligible record equity holders of Datavault AI, Nasdaq has informed the Company that it is not expecting to quote an ex-dividend date for such distribution and therefor ...

财报业绩表现 - 第二季度调整后每股收益为0.64美元，超过市场普遍预期的0.58美元 [2] - 第二季度营收同比增长16%至4.23亿美元，按固定汇率计算增长15%，超过预期的4.1823亿美元 [2] - Elastic Cloud业务营收同比增长22%至2.06亿美元，是公司增长战略的重要组成部分 [2] 管理层业绩指引 - 公司管理层将2026财年全年营收指引上调1800万美元，至17.15亿至17.21亿美元，高于此前市场预期的17.06亿美元 [3] - 对第三季度营收的预测为4.37亿至4.39亿美元，高于市场预期的4.299亿美元 [3] - 对第三季度调整后每股收益的预测为0.63至0.65美元，高于分析师预期的0.60美元 [3] 市场反应与投资者关注点 - 尽管业绩超预期且上调指引，公司股价在财报发布后仍大幅下跌，日内跌幅超过12% [1] - 股价下跌反映出投资者关注点集中于公司较长期增长轨迹相关的担忧 [1]

财务业绩概览 - 公司第一季度非GAAP每股收益为334美元，超过分析师预期的309美元 [1] - 第一季度营收增长18%至39亿美元，超出市场预期的376亿美元 [1] - 公司GAAP营业利润几乎翻倍至534亿美元，非GAAP营业利润增长32%至13亿美元 [2] 各业务板块表现 - 全球商业解决方案营收增长18%至30亿美元，其中在线生态系统销售增长21% [2] - QuickBooks在线会计收入增长25%，主要受定价提升、客户增加和有利的产品组合转变推动 [2] - 消费者营收达到894亿美元，增长21% [2] - Credit Karma收入增长27%至651亿美元，TurboTax销售额增长6% [2] 管理层评论与业绩指引 - 管理层对维持两位数营收增长和利润率扩张充满信心 [3] - 公司预计2026财年营收为210-212亿美元，非GAAP每股收益为2298-2318美元，市场共识预期分别为2115亿美元和2316美元 [3] - 第二季度业绩指引为非GAAP每股收益363-368美元，营收增长14%至15% [3]

Key Points Elastic beat Q2 earnings expectations with $0.64 per share versus the expected $0.58, yet the stock fell 16.2%. The recent 43-day government shutdown delayed several expected contracts. At 4.8 times trailing sales, Elastic trades at a low valuation for an AI specialist with 16% revenue growth. 10 stocks we like better than Elastic › Elastic (NYSE: ESTC) stock lost its bounce on Friday, following the company's second-quarter earnings report. The enterprise search and data security expert ...

>> I'M SCARLET FU. "BLOOMBERG REAL YIELD" STARTS RIGHT NOW. SCARLET: COMING UP, THE DEBATE HEATS UP AS THE DOVES SOUND OFF ON CUTS. POLICYMAKERS HAVE ONE LAST DATA POINT AS THE BUREAU OF LABOR STATISTICS SAYS IT WILL BE NO OCTOBER CPR REPORT, A LIMITED LIKE THE OCTOBER JOBS REPORT THEY TOLD US ABOUT EARLY THIS WEEK. TRADERS PILING INTO ORACLE'S DEFAULT SWAPS AS A HEDGE AGAINST A POTENTIAL AI CRASH. EYEING THE FED'S NEXT MOVE. >> WHEN YOU HAVE A GROWTH SCARE IT TENDS TO LEAD TO A DEEPER CORRECTION. >> THE MA ...

Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...

Finger pointing to Cloudflare logo in front of laptop computer. Key Points Shares of Cloudflare sold off on Tuesday, Nov. 18, after a global outage shook the internet.  However, strong fundamentals and consistent analyst support still point to long-term upside. This week’s panic may actually be setting up a buy-the-dip opportunity. Interested in Cloudflare, Inc.? Here are five stocks we like better. Tech giant Cloudflare Inc. (NYSE: NET) found itself at the center of chaos on Tuesday, Nov. 18, when ...