[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9f8bbab8":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"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":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dcio9f8bbab8","美联储暗示9月降息，英伟达狂飙13%，芯片股集体回暖，META财报超预期","\u002Fdoc\u002F美联储暗示9月降息英伟达狂飙13芯片股集体回暖meta财报超预期_1158121427","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>一天暴涨一天暴跌，美股终于结束了动荡的7月份，美股周三收高，纳指暴涨451.98点，涨幅为2.64%，报17599.40点；道指涨99.46点，涨幅为0.24%，报40842.79点；标普500指数涨85.86点，涨幅为1.58%，报5522.30点。\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_ad68b43a42304263805d72670a559634@5576020_oswg32226oswg362oswg260_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"362,260\">\u003C\u002Fp>\n\u003Cp>科技股领涨。英伟达与AMD推动纳指大涨。\u003Cstrong>美联储主席鲍威尔周三表示，如果经济数据继续保持目前的态势，美国央行可能会在9月份的会议降息。\u003C\u002Fstrong>最近的经济数据表明，通胀数据已回落至央行2%的目标，而失业率已悄然升至4%以上。美联储在周三的政策声明中表示，美联储关注“双重任务”（即最大限度地增加就业和稳定物价）“两侧”的风险。\u003C\u002Fp>\n\u003Cp>鲍威尔说：\"问题将在于数据的整体性、不断变化的前景和风险的平衡是否与通胀信心的增强和劳动力市场的稳固保持一致。美股投资网获悉，9月应该会降息25个基点，降息50个基点并不是鲍威尔会考虑的事情，除非经济数据异常的好。\u003C\u002Fp>\n\u003Cp>芯片股集体暴涨，我们在AVGO回调时炒底了\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_2386167fd2734bbf968bc2e752f91d6e@5576020_oswg26712oswg855oswg146_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"855,146\">\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_b75df07b6a7443c3a1d084ef5d032113@5576020_oswg107818oswg782oswg1402_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" width=\"557\" height=\"999\" data-img-size-val=\"782,1402\">\u003C\u002Fp>\n\u003Cp>\u003Cstrong>META公司收入和利润超华尔街预期，人工智能“初见成效”\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cul>\n\u003Cli>收入：390.7亿美元，预期383.1 亿美元\u003C\u002Fli>\n\u003Cli>收益：每股5.16 美元，预期每股4.73 美元\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_66f557ca968b4a1fb5232130015fcca7@5576020_oswg22093oswg640oswg211_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"640,211\">\u003C\u002Fp>\n\u003Cp>Meta 提供的下个季度(第三季度)收入指引为 385 亿美元至 410 亿美元，中间值为 397.5 亿美元。分析师预期为 391 亿美元。\u003C\u002Fp>\n\u003Cp>该公司公布的第二季度收入比去年同期的320 亿美元增长了22%，连续第四个季度增长超过20%。净利润从去年同期的77.9 亿美元猛增73%，达到134.7 亿美元，合每股收益2.98 美元。\u003C\u002Fp>\n\u003Cp>Meta 的业绩表明，该公司的核心业务--数字广告市场的份额继续扩大。广告收入主要来自 Facebook 和 Instagram 应用程序，比去年同期增长了 22%。相比之下，头号竞争对手 Alphabet报告谷歌广告销售额增长了 11%，YouTube 则低于预期。\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_05a1a968d81f4460b74ea5288d201205@5576020_oswg39874oswg640oswg356_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"640,356\">\u003C\u002Fp>\n\u003Cp>Meta报告第二季度资本支出为84.7亿美元，低于分析师预估的95.1亿美元。公司将全年资本支出预期范围收窄至370亿至400亿美元,此前下限为350亿美元。\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_c18a315910154dbdb17cb858a510c11a@5576020_oswg12783oswg640oswg344_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"640,344\">\u003C\u002Fp>\n\u003Cp>在用户指标方面，Meta报告第二季度日活跃用户(DAP)为32.7亿，与StreetAccount的预估相符。这一数字代表了访问Meta任何应用的用户数量。\u003C\u002Fp>\n\u003Cp>这些强劲的业绩表明，Meta在数字广告市场的地位依然稳固，其大规模的人工智能投资也开始显现成效。\u003C\u002Fp>\n\u003Cp>昨天我们在美股大数据深度报告里面就预测过，META这次财报将是乐观的业绩。\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_306acaf390054585b0c2ef44848ced7e@5576020_oswg120903oswg1080oswg1226_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" width=\"568\" height=\"644\" data-img-size-val=\"1080,1226\">\u003C\u002Fp>\n\u003Cp>\u003Cstrong>今天我们也在我们VIP社群，公布了META财报的预测分析\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_aefd8d83b5b3446ebcf13b6ca9a68f7d@5576020_oswg105679oswg419oswg568_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"419,568\">\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>不少分析师都看好Meta的AI大语言模型的开源\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>Meta首席执行官扎克伯格指出：“到今年年底，Meta AI有望成为全球使用率最高的人工智能助手。我们发布了首个前沿级开源人工智能模型，雷朋Meta AI眼镜继续受到广泛关注，应用程序家族也实现了良好增长。”\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_7fdc0d440ae04db08099fd381a401fce@5576020_oswg82114oswg628oswg354_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"628,354\">\u003C\u002Fp>\n\u003Cp>Jefferies认为开源模式将令Meta在创造价值和巩固AI领导地位方面领先于竞争对手，甚至将\u003Cstrong>Meta的战略比作Linux的成功，暗示Llama有可能成为未来AI软件的基础元素\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>花旗银行的Ronald Josey也称，上周发布的Meta最先进版Llama 3.1模型已拥有超过25个合作伙伴，包括亚马逊AWS、英伟达、谷歌云和微软等巨头，令Meta拥有不断增长的客户服务机会。\u003C\u002Fp>\n\u003Cp>Melius Research指出，最新版本的Llama大语言模型“比以往任何时候都更负责任、更具商业可行性且更易于访问”，会让所有竞争对手保持巨额投入来快速升级模型和软件堆栈。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>Arm股价盘后重挫公司维持全年销售预期不变\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>芯片巨头Arm 股价盘后重挫12%，此前该芯片公司并未上调全年预测，令市场担忧该公司对增长前景缺乏信心。\u003C\u002Fp>\n\u003Cp class=\"image-wrapper\">\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240801\u002Fv2_06e4f6feb85b4dcfb5eb4a14b54be912@5576020_oswg28800oswg532oswg480_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\u002Fformat,jpg\u002Finterlace,1\" data-img-size-val=\"532,480\">\u003C\u002Fp>\n\u003Cp>尽管Arm的季度业绩轻松超出分析师的预期，首席执行官Rene Haas称该公司在某些市场看到疲软迹象。这使得Arm维持当前的全年预期不变。\u003C\u002Fp>\n\u003Cp>作为一家上市公司的Arm仍在寻找立足之地。投资者认为这家总部位于英国剑桥的公司是AI支出热潮的主要受益者，尽管它尚未实现像英伟达或博通等公司经历的销售增长。\u003C\u002Fp>\n\u003Cp>Arm表示，在截至6月的第一财季，营收增长39%至9.39亿美元，远超9.054亿美元的分析师预期。但该公司维持对全年约39.5亿美元的销售额预测不变，这略低于40亿美元的平均预期。\u003C\u002Fp>\n\u003Cp>第一季度剔除特定项目的每股收益为40美分，平均预期为34美分。该公司预计本季度销售额为7.8亿至8.3亿美元，与分析师预期一致。全年预测区间为38亿至41亿美元。\u003C\u002Fp>\n\u003Cp>Haas在接受采访时表示，Arm在数据中心和高端智能手机方面表现强劲，但正在被其他市场的走弱所抵消。意法半导体和恩智浦半导体等公司已就本财季给出令人失望的预测，称包括工业和汽车市场在内的某些市场存在库存过剩。\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002FUploader1o4yc5mihoo_2024_07_31_17_27_06.jpeg","2024-08-01T00:18:54.737","2024.08.01","2024\u002F08\u002F01",35831,[22,23,24],"NVDA","AMD","META","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":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\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>",[35,39],{"productId":36,"serviceName":37,"priceText":38},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":40,"serviceName":41,"priceText":42},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":45,"images":70,"summaryHtml":75,"aboutTitle":76,"aboutHtml":77,"copyrightHtml":78},[46,49,52,55,58,61,64,67],{"label":47,"url":48},"深度报告","\u002Fcol\u002FdepthReport",{"label":50,"url":51},"VIP会员","\u002Fplan",{"label":53,"url":54},"期权推荐","\u002FOption",{"label":56,"url":57},"低价暴涨股","\u002FPenny",{"label":59,"url":60},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":62,"url":63},"美股课程","\u002Fcol\u002Fvideos",{"label":65,"url":66},"免责声明","\u002Fdisclaimer",{"label":68,"url":69},"联系我们","\u002FContactUs",[71,72,73,74],"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":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"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"]