核心观点 - 多家人工智能相关公司股价因特定催化剂出现显著波动 其中Oracle因获得AI相关数十亿美元合同而股价飙升 但当日下跌5.1% [1][5][7] - 华尔街主要股指表现分化 标普500和道琼斯指数下跌 纳斯达克指数上涨 但整体维持接近历史高位的水平 [7] 个股表现 - Oracle股价下跌5.1% 成为标普500指数中最大拖累因素 但该跌幅仅略微削减了其本周早些时候的涨幅 公司因获得AI相关数十亿美元合同 曾创下自1992年以来最佳单日表现 [1][5][7] - Super Micro Computer股价上涨2.4% 公司开始大批量发货采用英伟达Blackwell Ultra设备的机架 这些设备可用于人工智能应用 [2][7] - Microsoft股价上涨1.8% 因欧盟监管机构接受了该公司对其Teams平台提出的修改方案 解决了长期的反垄断调查 [5][7] 市场指数表现 - 标普500指数下跌3.18点 收报6,584.29点 [7] - 道琼斯工业平均指数下跌273.78点 收报45,834.22点 [7] - 纳斯达克综合指数上涨98.03点 收报22,141.10点 [7]

Wall Street is coasting toward the finish of its best week in the last five on Friday as U.S. stocks hang near their record levels.The S&P 500 rose 0.1% from the all-time high it set the day before. The Dow Jones Industrial Average was down 188 points, or 0.4%, as of 2:05 p.m. Eastern time, and the Nasdaq composite was 0.5% higher. Both likewise set records the day before.Stocks have rallied with expectations that the Federal Reserve will cut its main interest rate for the first time this year at its meetin ...