Workflow
chips
icon
搜索文档
Nasdaq Index: Can AI Stocks Withstand $90 Oil and a Global Bond Rout?
FX Empire· 2026-09-02 03:18
The U.S. 10-year climbed near 4.79%, a 20-month high. That number alone pressures growth stocks. Tuesday it was not alone. Japan’s 10-year government bond yield crossed 3% for the first time in three decades. U.K. 10-year gilt yields moved to levels not seen since the financial crisis. German yields pushed to a 15-year high.The Nasdaq can handle high U.S. yields for a stretch if the rest of the world’s bond markets are stable. That is not what happened Tuesday. Government bonds are selling across every majo ...
Anthropic Signs $35 Billion Cloud Deal Backed by Nvidia
WSJ· 2026-09-01 07:25
核心观点 - 英伟达将向德克萨斯州数据中心供应芯片并持有该数据中心租约,再次利用其财务实力支持客户 [1] 英伟达业务策略 - 英伟达通过提供芯片并持有租约的方式,直接参与德克萨斯州数据中心项目 [1] - 该策略体现了英伟达运用自身财务实力来扶持客户发展的商业模式 [1]