重点关注个股:CoreWeave、台积电、Rocket Lab

投资观察
Oct 15

CoreWeave(CRWV):这家云计算公司此前依靠巨额债务为其数据中心扩建提供资金。其股价在盘前交易中下挫5%。昨日,人工智能领域的不安情绪令CoreWeave股价暴跌15%。

台积电(TSM;TW:2330):这家全球最大的芯片代工商再度公布了创纪录的利润,然而其美国存托凭证却下跌近2%,成为人工智能板块整体抛售潮的一部分。竞争对手三星(KR:005930)在首尔的股价亦下挫9%。

Rocket Lab(RKLB):这家航空航天公司将其Neutron火箭的首飞时间从今年推迟至2027年,受此影响,其股价在开盘前重挫9%。

瑞银(CH:UBSG,UBS):据《华尔街日报》报道,若瑞士立法者推进更为严格的资本要求,这家瑞士仅存的全球性旗舰银行正筹备放弃其本土总部。瑞银在美国上市的股票盘前上涨逾1%,其在瑞士的股票则微幅走高。

爱立信(SE:ERIC.B):这家电信设备制造商公布网络设备销售强劲增长后,其股价在斯德哥尔摩飙升9%。

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