美股详情

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道明银行

63.96

+0.82001.30%

成交量：34.15万

成交额：2,178.74万

市值：1,120.32亿

市盈率：19.64

高：63.99

开：63.86

低：63.54

收：63.14

数据加载中...

总览公司新闻公告

TD Cowen：特朗普加密储备计划缺乏协调性与资金细节

投行TD Cowen：特朗普的加密战略储备声明缺乏协调且缺乏资金计划

澳大利亚2月TD-MI通胀指数月率 -0.2%，前值0.10%。

分析师：TD Sequential指标在DOGE日线图上显示买入信号，或预示价格反弹

TD Sequential指标在DOGE日线图上显示买入信号，或预示价格反弹

【港股异动丨百济神州逆势高开超5%再创逾2年新高，预计2025年实现经营利润为正】百济神州(6160.HK)逆势高开5.2%，报170港元，股价创2023年1月以来新高。百济神州昨晚公布2024年度财报，按美国公认会计准(GAAP)，总收入38.1亿美元，同比增加55%，主要受惠百悦泽在美国和欧洲的销售额增长。GAAP经营亏损由12.08亿美元，收窄至5.68亿美元；实现全年非GAAP经营利润4,536万美元。2025年，收入指引介乎49亿至53亿美元；GAAP经营费用41亿至44亿美元；GAAP毛利率将处于80%-90%的中位区间。同时，重申GAAP经营利润为正，且经营活动产生现金流为正。 TD Cowen维持百济神州买入评级，并将美股目标价从260美元上调至334美元。

多伦多道明银行第一季度调整后每股收益1.44美元，超出预期的1.38美元，销售额100.4亿美元低于预期的104.5亿美元

AI不确定性施压恒指开盘重挫2.7%，阿里巴巴领跌

微软取消数据中心租约，投资者担心AI热潮动力不足

TD Cowen：将达美乐披萨目标价维持在490.00美元。

微软重申在AI领域投资800亿美元的计划

【微软重申在人工智能（AI）领域投资800亿美元的计划，但可能会“调整我们在某些领域的基建投资”】微软重申在人工智能（AI）领域投资800亿美元的计划，但可能会“调整我们在某些领域的基建投资”。TD Cowen此前在一份报告中指出，微软已经取消数据中心租赁计划。

TD Cowen：微软放弃了一些人工智能数据中心的租约

TD Cowen：微软放弃了一些人工智能数据中心的租约

环球市场播报

TD Cowen：微软取消部分美国数据中心租约并缩减海外开支计划

TD Cowen上调全球到2030年减肥药销售预测称“诺礼”将继续主导市场

加拿大皇家银行：维持TD Synnex(SNX.US)评级，由优于大市调整至优于大市评级, 目标价由140.00美元调整至165.00美元。

TD Cowen：将沃尔玛百货(WMT.N)目标价从110美元上调至115美元。

星球晚讯

TD Sequential指标在OM 3日图上显示卖出信号，或将出现回调

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Cowen此前在一份报告中指出，微软已经取消数据中心租赁计划。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514705519","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514705519?lang=zh_cn&edition=fundamental","pubTime":"2025-02-25 04:53","pubTimestamp":1740430417,"startTime":"0","endTime":"0","summary":"微软重申在人工智能（AI）领域投资800亿美元的计划，但可能会“调整我们在某些领域的基建投资”。TD 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Cowen另外表示，微软可能会将部分内部投资从海外重新分配到美国。","market":"us","thumbnail":"http://n.sinaimg.cn/finance/transform/116/w550h366/20250225/abf1-a9e8878b1ccb4da7092a97af7b59d9c1.png","type":0,"news_type":0,"thumbnails":["http://n.sinaimg.cn/finance/transform/116/w550h366/20250225/abf1-a9e8878b1ccb4da7092a97af7b59d9c1.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"25b4226527b5af06bfaaa99dbdeef18a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2025-02-25/doc-inemrepe0613487.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LU1983260115.SGD","LU1316542783.SGD","LU2720916845.USD","LU0672654240.SGD","LU1301847155.USD","MSFT","LU2552382058.USD","LU1121112475.USD","LU1868837300.USD","LU2506951875.HKD","LU1069347547.HKD","LU2404859667.USD","LU0170899867.USD","LU1670628061.USD","LU0175139822.USD","BK4503","LU0494093205.USD","LU0198837287.USD","LU2237443549.SGD","BK4528","LU1974910355.USD","SG9999014567.USD","LU2456880835.USD","LU2471134796.USD","LU0056508442.USD","LU2298321311.HKD","IE00BN8TJ469.HKD","TD","BK4585","LU0072462426.USD","LU0795875169.SGD","LU1244550577.SGD","LU1670710588.SGD","LU1582986433.USD","LU1914381329.SGD","IE00BQXX3F31.USD","LU0006306889.USD","BK4535","LU0795875086.SGD","LU1670627923.USD","LU1366333091.USD","LU0444973449.USD","LU0708995401.HKD","LU2065169927.USD","LU2237443622.USD","LU0353189763.USD","LU0661504455.SGD","SG9999014898.SGD","LU1551013342.USD","IE00B3S45H60.SGD"],"gpt_icon":1},{"id":"2513771144","title":"TD Cowen：微软取消部分美国数据中心租约并缩减海外开支计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2513771144","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513771144?lang=zh_cn&edition=fundamental","pubTime":"2025-02-24 15:36","pubTimestamp":1740382595,"startTime":"0","endTime":"0","summary":"格隆汇2月24日｜TD Cowen发表报告，微软已取消美国至少两间营运商的数据中心租约，同时还缩减海外开支计划，微软似乎已将相当大的一部分国际支出计划重新分配至美国，预示着该公司可能会缩减国际扩张计划。从渠道检查中发现，微软已放弃数宗超过100兆瓦的数据中心交易，让超过1千吉瓦的合约到期，并且放弃原先安置新增数据中心容量的至少五块土地。该行认为，微软此举可能于供应过剩有关，又或者可能是OpenAI似乎转向日本软银集团作为主要财务支持者。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250224153649962e24a7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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Cowen上调全球到2030年减肥药销售预测 称“诺礼”将继续主导市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2513795005","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513795005?lang=zh_cn&edition=fundamental","pubTime":"2025-02-24 10:43","pubTimestamp":1740365015,"startTime":"0","endTime":"0","summary":"智通财经获悉，TD Cowen预计，随着礼来和诺和诺德继续占据主导地位，到2030年，GLP-1类减重药物的全球销售额将达到1390亿美元，比之前的预测增长38%以上。据TD Cowen称，到2030年，提供肥胖/糖尿病药物的礼来公司和诺和诺德将分别以其产品Mounjaro/ Zepbound和Ozempic/ Wegovy在GLP-1市场上展开并立竞争。然而，TD 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Robinhood加密业务副总裁：平台上币相对较严，主要考虑安全性和流动性；\n2. Solana基金会总裁：2025年希望让“无聊”的东西再次变得有趣，比如稳定币；\n3. Vitalik：自2017年以来便在以太坊基金会三人董事会中拥有一个席位；\n4. 某聪明钱在Binance Alpha上币公告发布几秒钟内交易其代币赚取了11.25万美元；\n5. YZi Labs的EVM地址现共持有6778万美元通过投资归属解锁获得的资产；\n6. Binance Alpha上线BNBXBT和SIREN、PERRY、BROCCOLI（f2b）、Broccoli（714）和Broccoli（f3b）；\n7. 目前86.2%参与投票的币安用户支持上线PI；\n8. YZi Labs将价值20.6万美元的7种代币转入Gate；\n9. 币安将更新多个U本位永续合约杠杆和保证⾦；\n10. Wintermute创始人：BTC、ETH还会涨，但可能不会出现全面牛市，市场会关注具备可持续经济模型的协议；；\n11. LBank将上线CORN（CORN）盘前交易；\n12. Metaplanet进行10比1股票分割以提高市场准入，总发行股数增至3.916亿；\n13. 韩金委会主席支持尽快制定稳定币监管政策，但对美元强势表现感到担忧；\n14. TD Sequential指标在OM 3日图上显示卖出信号，或将出现回调；\n15. 一新创建钱包过去两天从币安提出87328枚SOL并将其质押；\n16. Matrixport：短期内的巨额清算并未引起剧烈波动，表明市场整体杠杆水平较低；\n17. 某巨鲸被清算7511枚cWBTC，约合1443万美元；\n18. WLFI联创：从未进行过“代币互换”，所有持仓代币均通过DEX在链上购买，记录均可查询；\n19. WLFI联创：WLFI采取的是反VC发展路径，目前尚未开放交易；\n20. 模块化收益层Cygnus完成2000万美元Pre-Seed轮融资，OKX Ventures等参投；\n21. CoinShares去年Q4收入4830万英镑，全年收入1.268亿英镑；\n22. 特朗普在Truth Social分享一篇XRP相关文章。\n","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.odaily.news/newsflash/419726?source=share","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"odaily_live","symbols":["BK4539","03179","ETH.USD.CC","EVM","BK4141","CORN","VC","SOL","IBIT","LU1815336091.USD","AVAX.USD.HKCC","BTC","BK4566","IE00BZ199S13.USD","PI","TD","CETH","09179","QETH","BK4127","LU1878469433.USD","SOL.USD.HKCC","09009","BK4129","XBTmain","BK4547","BK4601","HOOD","BK4588","03046","LU1861558580.USD","LU1861559042.SGD","09046","BK4585","ETH","LDO.USD.HKCC","FETH","EZET","ETHV","BTCmain","03009","ETH.USD.HKCC","ETHW","BK4207","BK4519","ETHE","BTC.USD.HKCC","BK4124","ETHA","OP.USD.HKCC"],"gpt_icon":1},{"id":"2512174124","title":"TD 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