[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio3c9bd79b":3},{"user":4,"document":8,"mainDocument":33,"columnUrl":35,"subscription":36,"footer":48,"text":83},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":15,"contentHtml":16,"mainContentHtml":6,"posterUrl":17,"createDate":18,"displayDate":19,"displayDateSlash":20,"pageviews":21,"tags":22,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":29,"videoId":6,"liveVideoUrl":6,"duration":30,"price":30,"priceText":31,"priceBadgeText":31,"priceBadgeClass":32,"freeForMinGroupLevel":30,"redirectUrl":6,"readyToStream":5},"dcio3c9bd79b","AMD、SMCI重挫芯片股！AI助力微软，但增长预警来了！","\u002Fdoc\u002Famdsmci重挫芯片股ai助力微软但增长预警来了_1409937195","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","AMD和SMCI重创芯片板块！AI力挺微软Q3 Azure收入增超30%，但预计Q4增长放缓、AI支出加码Meta方面，三季度整体业绩和指引均超出预期，但由于其元宇宙和AI业务依然面临严重亏损。","\u003Cp>周三，美股市小幅下滑，投资者正在消化大量财报，并关注即将公布的巨头科技公司业绩。\u003C\u002Fp>\n\u003Cp>三大股指早盘一度齐涨，但市场受芯片板块下行影响转为谨慎，股指全线回落。标普500早盘先跌0.4%后反弹至涨0.2%；道指从跌超0.2%回升至涨近0.5%；纳指则在跌幅0.4%后小幅反弹。罗素小盘股指在此期间表现较为稳健，一度上涨逾1%。\u003C\u002Fp>\n\u003Cp>截至收盘，道指下跌91.51点，跌幅0.22%，报42141.54点；纳指下跌104.82点，跌幅0.56%，报18607.93点；标普500指数下跌19.25点，跌幅0.33%，报5813.67点。\u003C\u002Fp>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002F1966604473mceclip0.jpg\" width=\"496\" height=\"354\">\u003C\u002Fp>\n\u003Cp>\u003Cstrong>近期，主要股指屡创新高，但即将于11月5日举行的美国总统选举带来的不确定性可能会对市场的进一步上涨形成制约。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>美股投资网分析认为，与2016年大选时的剧烈波动相比，这次市场的反应可能会相对平稳。\u003C\u002Fp>\n\u003Cp>尽管当前形势仍存在不确定性，但市场不大可能重演2016年的极端波动。那时，由于证治局势不明，投资者情绪波动剧烈，导致市场震荡频繁。而如今，尽管选举结果仍未明朗，分析人士普遍认为，任何一位候选人都有较高的胜算。因此，在选举夜临近之际，投资者的仓位设置趋向理性，不会出现过于偏离市场的情况。\u003C\u002Fp>\n\u003Cp>AMD和超微电脑（SMCI）双双暴跌，重创美股芯片板块。\u003C\u002Fp>\n\u003Cp>AMD发布的Q4营收指引不及预期，盘中股价一度下挫超10%；SMCI因审计机构安永的突然辞职开盘后暴跌超34.2%，创下自2018年以来的最大单日跌幅。这一连锁反应波及整个芯片和AI板块，引发抛售潮，英伟达盘中也下跌超1%。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"525,162\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_e28af89d15f141f192d0e36f0c34d7a1@5576020_oswg30305oswg525oswg162_img_000\" width=\"518\" height=\"160\">\u003C\u002Ffigure>\n\u003Cfigure class=\"image\" data-img-size-val=\"513,155\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_29a5088a76ea452cb45178888aa4d9e9@5576020_oswg28422oswg513oswg155_img_000\">\u003C\u002Ffigure>\n\u003Ch2>\u003Cstrong>微软与Meta财报\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>继谷歌发布良好业绩后，微软的云计算平台Azure维持30%以上的增速，AI应用对Azure收入增长的贡献比重显著提升。通过云和Office软件的共同推动，微软实现了超预期的收入增长，这标志着其在AI领域的大举投资开始显现回报。\u003C\u002Fp>\n\u003Cp>然而，在业绩电话会上，微软警告称，预计本季度Azure的增长将进一步放缓。尽管上季度的表现超出分析师预期，AI相关支出却对毛利率造成压力。此番警告相当于在庆祝上季度的亮眼表现后，给投资者亮起了红灯。此外，微软还计划在四季度公布因持有OpenAI股份而产生的投资亏损。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,606\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_1ed2ccca653d46ec8e4ce4d06d3d0e35@5576020_oswg72428oswg1080oswg606_img_000\" width=\"670\" height=\"376\">\u003C\u002Ffigure>\n\u003Cp>在财报发布后，微软股价在周三小幅上涨逾0.1%，盘后涨幅迅速扩大，一度上涨超过2%。然而，在业绩电话会期间，股价逐步回吐涨幅，最终盘后跌幅超过4%。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"855,475\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_3d5543016c1a4129a274b80a448f1ab7@5576020_oswg62685oswg855oswg475_img_000\" width=\"676\" height=\"376\">\u003C\u002Ffigure>\n\u003Cp>Meta方面，三季度整体业绩和指引均超出预期，但由于其元宇宙和AI业务依然面临严重亏损，导致股价在周三盘后下跌3%。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"881,482\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_dd56f9cfc3d64dcf89065f24a7de4363@5576020_oswg66433oswg881oswg482_img_000\" width=\"682\" height=\"373\">\u003C\u002Ffigure>\n\u003Cp>分析认为，Meta股价下跌的主要原因在于其Reality Labs部门的亏损依然严峻。该部门在第三季度亏损高达44.2亿美元，营收仅为2.7亿美元。Meta警告称，预计该部门的“运营亏损将大幅增加”。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"755,764\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_6947589b70bd432b88bbbdd64587e9ca@5576020_oswg76651oswg755oswg764_img_000\" width=\"515\" height=\"521\">\u003C\u002Ffigure>\n\u003Cp>尽管亏损加剧，Meta首席执行官扎克伯格表示，公司仍将持续投入资金于基础设施和元宇宙及AI眼镜等项目。他认为这些投资将是公司未来的核心，预计到2025年资本支出将显著增长。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>经济数据面\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>今天盘前公布的一系列经济数据很亮眼，特别是小非农的结果。\u003C\u002Fp>\n\u003Cp>数据显示：10月的ADP就业人数达到23.3万人，这是自去年7月以来的最高水平，远超市场预期的11.4万人，几乎是预期的两倍。同时，前值也从14.3万修正为15.9万，显示出劳动力市场的强劲。经济学家们纷纷调整预测，提升了对周五即将发布的大非农数据的预期。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,608\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_6d7b94e90fc74056963cd88e5ab79a5e@5576020_oswg91019oswg1080oswg608_img_000\" width=\"689\" height=\"388\">\u003C\u002Ffigure>\n\u003Cp>在经济增长方面，美国三季度实际GDP环比增长2.8%。虽然低于预期的2.9%和前值的3%，但仍显示出经济稳步增长。消费支出增长了3.7%，是去年年初以来的最大增幅，说明消费者的支出依然强劲。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"780,766\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_4d7e8e4f826f44329432b239e6317347@5576020_oswg43062oswg780oswg766_img_000\" width=\"556\" height=\"546\">\u003C\u002Ffigure>\n\u003Cp>尽管经济表现不错，只要通胀能得到控制，美联储仍有可能继续降息。目前的利率离中性利率3.5%还有约100个基点的下降空间。华尔街普遍认为，美联储可能在11月和12月各降息25个基点，预计明年初可能会暂停降息。这一前景让市场对未来的货币证策保持关注。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>美股AI量化选股\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>虽然美股大盘下跌，但我们美股大数据的AI选股却选出逆势上涨股，今天又选出了一个罕见的8星股，实现了4%的利润\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"416,184\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_bc0cf09de8bb472d9971a670c4bb5e86@5576020_oswg10437oswg416oswg184_img_000\">\u003C\u002Ffigure>\n\u003Cp>我们统计了AI大模型10月份全部的交易给大家看，共21笔，赢19笔，亏2笔，胜率高达91%。累计赢利184%，复合增长564%！\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"306,484\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241031\u002Fv2_9ba87bdd2362465c884cfdbd3fcdd722@5576020_oswg9642oswg306oswg484_img_000\">\u003C\u002Ffigure>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002FUploaderwm0ffiicf5m_2024_10_30_18_35_05.jpeg","2024-10-31T01:28:45.51","2024.10.31","2024\u002F10\u002F31",47951,[23,24,25,26,27,28],"AMD","SMCI","META","MSFT","AI选股","小非农","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":15,"contentHtml":16,"mainContentHtml":6,"posterUrl":17,"createDate":18,"displayDate":19,"displayDateSlash":20,"pageviews":21,"tags":34,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":29,"videoId":6,"liveVideoUrl":6,"duration":30,"price":30,"priceText":31,"priceBadgeText":31,"priceBadgeClass":32,"freeForMinGroupLevel":30,"redirectUrl":6,"readyToStream":5},[23,24,25,26,27,28],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":37,"services":38,"recentDocuments":47},"\u003Cfigure 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[39,43],{"productId":40,"serviceName":41,"priceText":42},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":44,"serviceName":45,"priceText":46},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":49,"images":74,"summaryHtml":79,"aboutTitle":80,"aboutHtml":81,"copyrightHtml":82},[50,53,56,59,62,65,68,71],{"label":51,"url":52},"深度报告","\u002Fcol\u002FdepthReport",{"label":54,"url":55},"VIP会员","\u002Fplan",{"label":57,"url":58},"期权推荐","\u002FOption",{"label":60,"url":61},"低价暴涨股","\u002FPenny",{"label":63,"url":64},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":66,"url":67},"美股课程","\u002Fcol\u002Fvideos",{"label":69,"url":70},"免责声明","\u002Fdisclaimer",{"label":72,"url":73},"联系我们","\u002FContactUs",[75,76,77,78],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":84,"search":85,"searchPlaceholder":85,"hotContent":86,"draft":87,"noData":88,"searchNoData":89,"edit":90,"editVideo":91,"courseContent":92,"more":93,"buyNow":94,"subscribeNow":95,"encoding":96,"paidContent":97},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]