11月5日 ，A股三大股指受全球市场下跌拖累集体低开高走，截至午盘， 沪指涨0.05%，深成指跌0.15%，创业板指涨0.17%， 沪深两市半日成 交额1.14万亿，较上个交易日缩量799亿。 记者丨江佩佩 见习记者张嘉钰 编辑丨谢珍 视频丨王学权 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3962.04 | 13155.62 | 1528.78 | | +1.85 +0.05% -19.60 -0.15% -0.00 0.00% | | | | 科创50 | 创业板指 | 万得全A | | 1379.94 | 3139.53 | 6307.54 | | -7.30 -0.53% +5.44 +0.17% +1.64 +0.03% | | | | 沪深300 | 中证500 | 中证A500 | | 4615.33 | 7205.24 | 5530.31 | | -3.36 -0.07% -5.58 -0.08% -5.06 -0.09% | | | | 中证1000 | 深证100 | 中证 ...

Hey I'm Cramer. Welcome to Mad Money. Welcome to Cramerica other DNOW my friends I'm just trying to save you some money.My job is not just to entertain but to put days like today into context. So call me one 800 743 CNBC or tweet me at Jim Cramer. So Palantir fails to rally in response to a great quarter.And we all decide that it's time to jump ship, because the entire stock market must be overvalued. Silly as it sounds, I think that actually is what drove today's action. The Dow slipping 251 points, S&P lo ...

US stocks were poised for further losses on Wednesday as techs continued to struggle, with the mood muted on a pivotal day for President Trump's tariffs and the federal shutdown. Futures on the S&P 500 (ES=F) and Nasdaq 100 (NQ=F) fell roughly 0.2% and 0.4%, respectively. Contracts on the Dow Jones Industrial Average, (YM=F) which include fewer tech stocks, were little changed. Markets are still weighed down by questions about stretched valuations for stocks behind the AI-fueled rally. On Tuesday, a sha ...

US stocks recovered premarket losses Wednesday as a tech-focused sell-off eased and the ADP payrolls report showed a return to job growth in the private sector last month. Investors also were eyeing a pivotal day for President Trump's tariffs and the federal shutdown. Futures on the S&P 500 (ES=F) and Nasdaq 100 (NQ=F) were little changed. Contracts on the Dow Jones Industrial Average (YM=F) rose 0.2%. US futures recovered from losses after the ADP private payrolls report showed private-sector employmen ...

Alex Karp, CEO of Palantir Technologies, speaks on a panel titled Power, Purpose, and the New American Century at the Hill and Valley Forum at the U.S. Capitol on April 30, 2025 in Washington, DC. Kevin Dietsch | Getty ImagesThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Palantir's popcornTech earnings continued yesterday with Palantir Technologies, which beat Wall Street's expectat ...

Indian shares are seen opening flat to slightly lower on Tuesday after Federal Reserve officials offered mixed signals about future rate cuts.With several prominent companies due to report their earnings results this week, stock-specific action may dominate market moves.Benchmark indexes Sensex and Nifty ended marginally higher on Monday after a choppy session. The rupee weakened by 5 paise to settle at 88.75 against the dollar amid foreign fund outflows.Indian stock will remain closed on Wednesday, Novemb ...

大家好，我是帮主郑重，干了20年财经记者，现在依旧扎根市场做中长线布局。今天这盘面挺有意思，指数看着红彤彤一片，手里的票却有人欢喜有人愁， 是不是不少朋友都这感觉？ 先说说今天的整体情况，沪指涨了0.55%，深成指和创业板指也跟着飘红，全市场超3500只个股上涨，看着挺热闹。但老股民都懂，成交量才是关键，今天 沪深京三市成交额21329亿元，比昨天少了2169亿，典型的缩量反弹。这背后其实是资金在观望，增量资金没敢大举进场，主要还是存量资金在里面腾挪博 弈。 今天最亮眼的当属游戏、文化传媒这些AI应用方向，三七互娱、吉视传媒这些票都封了涨停，这可不是瞎炒。我跟踪这板块有段时间了，三季度游戏板块 归母净利润增幅高达111.65%，而且版号供应充足，加上AI技术在游戏开发里降本增效的效果越来越明显，基本面摆这儿，上涨自然有支撑。另一个爆发的 是海南自贸区板块，海南发展、海马汽车都涨停了，这事儿早有苗头，12月18号全岛封关就要启动，现在零关税范围都要扩大到6637个税目了，政策红利实 实在在，资金提前布局也在情理之中。 结合我20年的观察经验，今天这缩量反弹透露出两个信号：一是市场情绪在修复，但信心还没完全回来； ...

The new poster girls - including Smriti Mandhana, India defeated South Africa to clinch the ICC Women's Cricket World Cup for the first time, triggering celebrations across the country and a flood of congratulatory messages from corporate leaders and celebrities, even as the cricketers' Instagram followers doubled or tripled in less than 24 hours."Since this morning, there's been a rush of brand queries - not just new endorsements but also renegotiations, with fee increases upwards of 25-30%," said Tuhin M ...

Grosse Pointe, Michigan, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Broad Arrow Auctions, a Hagerty company (NYSE: HGTY), is delighted to release complete results from its inaugural Las Vegas Auction on October 31 at Wynn Las Vegas. The debut sale was the official auction of Concours at Wynn Las Vegas, a dynamic, ever-growing event celebrating automotive excellence and history, with 2025 classes tied wonderfully to the highly desirable collector cars presented in Broad Arrow’s Las Vegas catalog. The Las Vegas strip ...

人工智能芯片与供应链 - 特朗普表示中国不能获得英伟达顶级AI芯片，并希望其Blackwell芯片仅售予美国客户，暗示可能实施比预期更严格的尖端AI芯片出口限制[3] - 数据中心运营商Iron与微软签署价值近97亿美元的5年期云服务合同，为微软提供英伟达GB300处理器的访问权限，以应对AI需求超过云容量的问题[16] - 除英伟达外，AMD和即将发布AI芯片的高通也加剧了数据中心AI芯片市场的竞争，该市场是技术设备领域增长最快的部分[19] - 英伟达近期成为首家市值达5万亿美元的公司，其在先进GPU领域的领导地位使其在AI处理方面拥有巨大优势，股东在过去5年获得惊人收益[20][21] 科技巨头财报与资本开支 - 大型科技公司（除Meta外）营收表现强劲，已公布财报的六家“七巨头”公司本季度营收同比增长超过17.5%，较第二季度的15.5%有所加速[24] - 微软、亚马逊和谷歌的云业务以25%-35%的速度增长，为其资本开支提供资金，而Meta因仅依赖广告收入作为资本开支来源而表现不佳[25][26] - 科技巨头面临计算能力容量限制，导致云收入增长趋于平稳，其规划的数据中心需落地并产出更多计算能力以支持未来几年收入增长[27][28] - 市场关注点在于AI商用和消费者采用率能否跟上资本开支步伐，若采用率强劲则长期可盈利，若出现事件导致采用率放缓则可能面临未利用产能的亏损风险[30][31] 电动汽车与能源存储 - 特斯拉股东将于11月5日午夜前投票决定是否批准埃隆·马斯克价值1万亿美元的薪酬方案，该方案完全基于绩效指标，包括未来10年实现1亿辆车上路、2000万辆机器人出租车等[32][33][34] - 特斯拉在欧洲面临销售压力，10月份在瑞典的新车注册量暴跌89%，但其股价在上周五收盘时上涨3.74%[43] - 三星电子将与特斯拉达成一项价值超过20亿美元的协议，在未来3年内向其供应储能系统电池，这可能意味着特斯拉在电网规模电力存储领域的新计划[44] - 特斯拉的中国竞争对手比亚迪第三季度利润同比下降约32.6%，主要因中国市场的电动汽车价格战持续[46] 石油市场与地缘政治 - 欧佩克+同意在12月进行小幅石油增产，并宣布将在2026年第一季度暂停增产，该决定反映了对季节性需求放缓的预期[5][6] - 雪佛龙首席财务官表示，预计价格将面临更多供应驱动的压力，需求具有弹性且持续增长，但非欧佩克产油国产量增长将导致供应过剩，公司已为未来几年的价格疲软做好准备[7][8][9] - 雪佛龙在委内瑞拉拥有钻井许可证，每月向美国运送约8-10船石油，其现金贡献用于偿还历史债务，公司强调完全遵守美国制裁政策并将员工安全置于首位[12][13][14] 金融市场与资产表现 - 谷歌母公司Alphabet发行约35亿欧元的欧元计价债券，为AI和云基础设施扩张筹集资金，这是其今年第二次涉足欧洲债券市场，公司股价在过去6个月内飙升75%[41] - 伯克希尔·哈撒韦第三季度盈利约308亿美元，高于去年同期的263亿美元，但公司在AI估值高企的背景下本季度抛售了超过60亿美元的股票，并持有创纪录的3817亿美元现金[42] - 市场关注美联储利率政策，有观点认为若通胀率为2%，联邦基金利率应为3%，10年期国债收益率应为4%，而当前通胀率未达2%，因此进一步的降息将不再“容易”[50][51][52] - 主要股指在10月表现强劲，标普500指数和道琼斯指数涨幅略超2%，以科技股为主的纳斯达克指数涨幅近5%[61]