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2026-11-13

EU officials said the European Union has set Nov. 18 as the deadline for nominations to the ECB board.

EU officials said the European Union has set Nov. 18 as the deadline for nominations to the ECB board.
2026-11-13

据欧盟官员:欧盟设定11月18日为欧洲央行董事会提名截止日期。

据欧盟官员:欧盟设定11月18日为欧洲央行董事会提名截止日期。
2026-11-13

Philadelphia Semiconductor Index's decline widened to 4.2% as AMD (AMD.O) slid more than 8%; Marvell (MRVL.O), Broadcom (AVGO.O) and Arm (ARM.O) fell over 5%, Intel (INTC.O) dropped 4.4%, Micron Technology (MU.O) fell 4% and Nvidia (NVDA.O) declined 2.5%.

Philadelphia Semiconductor Index's decline widened to 4.2% as AMD (AMD.O) slid more than 8%; Marvell (MRVL.O), Broadcom (AVGO.O) and Arm (ARM.O) fell over 5%, Intel (INTC.O) dropped 4.4%, Micron Technology (MU.O) fell 4% and Nvidia (NVDA.O) declined 2.5%.
2026-11-13

费城半导体指数跌幅扩大至4.2%,AMD(AMD.O)跌逾8%,迈威尔科技(MRVL.O)、博通(AVGO.O)、Arm(ARM.O)跌逾5%,英特尔(INTC.O)跌4.4%,美光科技(MU.O)跌4%,英伟达(NVDA.O)跌2.5%。

费城半导体指数跌幅扩大至4.2%,AMD(AMD.O)跌逾8%,迈威尔科技(MRVL.O)、博通(AVGO.O)、Arm(ARM.O)跌逾5%,英特尔(INTC.O)跌4.4%,美光科技(MU.O)跌4%,英伟达(NVDA.O)跌2.5%。
2026-11-13

Chicago Fed President Goolsbee said even if oil prices fall rapidly, refinery capacity constraints will keep diesel and jet fuel prices elevated. He warned inflation is spreading into categories not driven by energy costs and that an overheating of demand could not be ignored by the Fed. Goolsbee pointed to data-center demand as a driver of higher prices and said services inflation and rising healthcare costs are unlikely to retreat quickly. He added the Fed is not currently on a path back to 2%

Chicago Fed President Goolsbee said even if oil prices fall rapidly, refinery capacity constraints will keep diesel and jet fuel prices elevated. He warned inflation is spreading into categories not driven by energy costs and that an overheating of demand could not be ignored by the Fed. Goolsbee pointed to data-center demand as a driver of higher prices and said services inflation and rising healthcare costs are unlikely to retreat quickly. He added the Fed is not currently on a path back to 2% inflation and would need to act to prevent demand overheating; worsening inflation data would prompt more aggressive policy action.
2026-11-13

黄仁勋辞任后,华尔街多家投行集中下调英伟达目标价,部分机构降幅达40%—60%,多数在20-35%区间,不过大部分仍维持买入评级。机构普遍认为,英伟达现有订单及未来两代产品路线图为短期业绩提供支撑,盈利预期暂未明显恶化,市场首先下调的是短期估值溢价。中长期风险则集中在管理层执行力、AI产业链融资循环、核心人才稳定性及客户关系,AMD、博通等竞争对手可能趁机争夺市场份额。不过瑞银提及要小心英伟达暂停约500亿美元的AI产业投资支持,这可能会影响AI行业的融资循环。

黄仁勋辞任后,华尔街多家投行集中下调英伟达目标价,部分机构降幅达40%—60%,多数在20-35%区间,不过大部分仍维持买入评级。机构普遍认为,英伟达现有订单及未来两代产品路线图为短期业绩提供支撑,盈利预期暂未明显恶化,市场首先下调的是短期估值溢价。中长期风险则集中在管理层执行力、AI产业链融资循环、核心人才稳定性及客户关系,AMD、博通等竞争对手可能趁机争夺市场份额。不过瑞银提及要小心英伟达暂停约500亿美元的AI产业投资支持,这可能会影响AI行业的融资循环。