Berenberg cut its price target on Nike (NKE.N) to $27.50 from $49.

2026-10-06

Berenberg cut its price target on Nike (NKE.N) to $27.50 from $49.

其他消息
2026-10-06

贝恩基准情景预计,全球数据中心IT容量将由2025年的79.2GW增至2030年的228GW,累计净增约149GW;年度新增量则由2026年的20GW升至2029—2030年的36GW,意味着物理扩建高峰并非近两年见顶。同期用电量预计由388TWh增至1228TWh,GPU及定制ASIC出货量由390万颗升至3860万颗。该预测更能说明电力、冷却、网络和数据中心建设需求仍在加速。

2026-10-06

US stocks closed Monday. Dow Jones rose 0.18%, the S&P 500 gained 0.67% and the Nasdaq Composite climbed 1.05% to a record. NVIDIA (NVDA.O) rose 2%, Novavax (NVAX.O) jumped 20%, Qualcomm (QCOM.O) fell 2% and SpaceX (SPCX.O) gained over 7%. The Nasdaq Golden Dragon China Index added 1.7%; Alibaba (BABA.N) rose 4%.