[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio80c08370":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"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":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio80c08370","​历史性一刻！英伟达市值超过苹果！","\u002Fdoc\u002F历史性一刻英伟达市值超过苹果_1788074700","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>在今日（周三）美股盘前，备受市场瞩目的&ldquo;小非农&rdquo;数据，即ADP私营部门就业报告，新鲜出炉。然而，数据却低于华尔街的预期，为美联储年内降息带来了更多可能性。\u003C\u002Fp>\n\u003Cp>具体数据显示，美国5月ADP新增就业人数仅为15.2万人，创下近三个月来的新低。更值得关注的是，4月份的数据还被向下修正，这进一步揭示了美国劳动力市场的降温趋势，从而增强了市场对美联储在今年内降息的预期。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"700,500\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240606\u002Fv2_497822ea625f4b089e585a3c47c034bd@5576020_oswg83060oswg700oswg500_img_000\">\u003C\u002Ffigure>\n\u003Cp>ADP数据的公布，引发了市场对美联储降息时间表的重新评估。\u003Cstrong>互换合约定价的变化显示，投资者们现在普遍预计，美联储在今年内至少会进行一次降息。\u003C\u002Fstrong>市场对美联储首次降息25个基点的预期，已经从原先的12月提前到了11月。而根据芝加哥商品交易所的美联储观察工具，市场认为9月份降息25个基点的概率已经接近70%。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>英伟达市值首破3万亿！\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>英伟达股价刷新历史新高，收涨超5%，市值首次突破3万亿美元大关，成为继苹果和微软之后第三家市值破3万亿的公司。且英伟达市值超越苹果，成为仅次于微软的美股第二大上市公司。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"641,417\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240606\u002Fv2_cdb9ba7c7465480a888f29b8dac3b0e5@5576020_oswg47509oswg641oswg417_img_000\">\u003C\u002Ffigure>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202406-stk\u002F1216402088mceclip0.jpg\">\u003C\u002Fp>\n\u003Cp>\u003Cstrong>近期英伟达股价的持续上涨，与其近期公布的Blackwell GPU未来三代发展蓝图密不可分。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>这一连串的产品迭代展示了英伟达在技术更新上的迅猛速度，已明显超越了传统的摩尔定律预期。在高度垄断的芯片行业中，竞争的优势不仅仅取决于单一技术或产品的优越性，而更多地依赖于整个技术体系的成熟度与综合竞争力，而英伟达正是在这一体系化竞争中脱颖而出。\u003C\u002Fp>\n\u003Cp>今日我们\u003Cstrong>美股大数据 Stockwe.com &ldquo;AI选股大模型&rdquo;\u003C\u002Fstrong>，在开盘后仅9分钟（即9:39）便迅速发出信号-开盘时的看涨级别高达36，这一数字已经超出我们设定的28级关注度阈值，显示出市场急迫的强烈看涨趋势。\u003C\u002Fp>\n\u003Cp>在开盘后不到半小时（9:58），该看涨级别就迅猛攀升至124，进一步印证了市场的热烈追捧和对该股票的极高预期。\u003C\u002Fp>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202406-stk\u002F1371904943mceclip1.jpg\">\u003C\u002Fp>\n\u003Cp>我们美股投资网回顾英伟达今年的股价表现，该股今年上涨了140%以上，去年上涨了200%;英伟达股价在过去五年中上涨了3300%以上。而在同一时期，纳斯达克指数分别上涨了14%、29%和126%。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>ASML股价狂拉超13%，市值超越LVMH\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>荷兰光刻机巨头阿斯麦（ASML）今日盘中狂拉超13%！收盘涨9.52%。这一强劲走势推动阿斯麦在欧洲市场的市值排名再进一步，成功跻身至第二位，仅次于诺和诺德，并首次将奢侈品巨头LVMH甩在身后。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"329,151\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240606\u002Fv2_5fc706b9f0db439a83647757418be1a0@5576020_oswg19723oswg329oswg151_img_000\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>股价飙升的原因是：ASML确认，将在本年度内向其最大客户&mdash;&mdash;台积电&mdash;&mdash;交付全新研发的高数值孔径极紫外线光刻机。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>此款高数值孔径极紫外线光刻机代表了ASML当前最尖端的技术成果，而每台设备高达3.5亿欧元的售价更是凸显了其在全球光刻机行业的领导地位。市场对于阿斯麦技术实力和市场前景的信心因此得到了极大的增强，从而引发了股价的大幅上涨。\u003C\u002Fp>\n\u003Cp>不过台积电对于最新高数值孔径极紫外线（EUV）光刻机的价格表示了明确的担忧。其高级副总裁张晓强在5月的阿姆斯特丹活动中坦言：&ldquo;我们非常欣赏高数值孔径EUV光刻机的卓越功能，但对其高昂的定价持有保留意见。&rdquo;\u003C\u002Fp>\n\u003Cp>他进一步解释说，台积电在规划2026年底推出的A16节点制程技术时，并不需要立即引入ASML最新的高数值孔径EUV设备，而是可以继续依赖当前已有的极紫外线光刻技术。\u003C\u002Fp>\n\u003Cp>然而，尽管对价格有所疑虑，台积电一直是ASML高数值孔径EUV项目的积极参与者。行业分析师普遍认为，随着制程技术的不断进步和升级，台积电未来在A14节点制程技术中采用高数值孔径EUV的可能性相当高，这预计将发生在2028年。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>ASML方面则保持着对其业务前景的乐观态度。公司认为，2025年的营收将可能达到其预期指引的高端水平。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>分析师们在与Dassen交流后指出，预计ASML在今年剩余三个季度的平均订单金额将达到约57亿欧元（约合61.56亿美元），这将推动2025年的总销售额攀升至400亿欧元（约合432亿美元）。这一预测进一步增强了市场对ASML未来增长潜力的信心。\u003C\u002Fp>\n\u003Cp>&nbsp;\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202406-stk\u002F3ass20ei3px.jpeg","2024-06-06T00:26:49.917","2024.06.06","2024\u002F06\u002F06",51345,[22,23],"NVDA","ASML","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" 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>",[34,38],{"productId":35,"serviceName":36,"priceText":37},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":39,"serviceName":40,"priceText":41},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":44,"images":69,"summaryHtml":74,"aboutTitle":75,"aboutHtml":76,"copyrightHtml":77},[45,48,51,54,57,60,63,66],{"label":46,"url":47},"深度报告","\u002Fcol\u002FdepthReport",{"label":49,"url":50},"VIP会员","\u002Fplan",{"label":52,"url":53},"期权推荐","\u002FOption",{"label":55,"url":56},"低价暴涨股","\u002FPenny",{"label":58,"url":59},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":61,"url":62},"美股课程","\u002Fcol\u002Fvideos",{"label":64,"url":65},"免责声明","\u002Fdisclaimer",{"label":67,"url":68},"联系我们","\u002FContactUs",[70,71,72,73],"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":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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"]