美联储如期降息25个基点，美股三大指数开盘涨跌不一，纳指跌0.61%，标普500指数跌0.38%，道指涨0.2%。甲骨文大跌超15%，第二财季云业务及基础设施业务收入不及预期，加大AI支出引发担忧。英伟达跌超2%，中国据报将限制使用英伟达H200芯片。英特尔跌超2%，公司对欧盟反垄断裁决败诉，但罚款削减至2.37亿欧元。博通跌超3%，机构警告投资者预期已过度饱和，即便Q4业绩强劲也可能触发回调。(...
Source Link美联储如期降息25个基点，美股三大指数开盘涨跌不一，纳指跌0.61%，标普500指数跌0.38%，道指涨0.2%。甲骨文大跌超15%，第二财季云业务及基础设施业务收入不及预期，加大AI支出引发担忧。英伟达跌超2%，中国据报将限制使用英伟达H200芯片。英特尔跌超2%，公司对欧盟反垄断裁决败诉，但罚款削减至2.37亿欧元。博通跌超3%，机构警告投资者预期已过度饱和，即便Q4业绩强劲也可能触发回调。(...
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