一、大象的狂奔“MAG7”是指七家市值最大的美国科技公司：Meta、Apple、Google、Amazon、Microsoft、Nvidia和Tesla，MAG7的市值现已超过标普500指数总市值的30%，远远超过2000年互联网泡沫时七大科技公司的 ...

在当今波动频繁的金融市场中，投资者对于头部基金经理的动向格外关注。近日，但斌旗下的东方港湾海外基金ORIENTAL HARBOR INVESTMENT FUND向美国证券交易委员会（SEC）提交了其最新的美股持仓报告，这在业内引发了热烈的讨论。

·聚焦:人工智能、芯片等行业欢迎各位客官关注、转发前言：在当前科技迅猛发展的背景下，AI已成为全球关注的焦点，其革命性的影响正在深刻地改变众多行业，尤其是美股，更是直接受到了AI变革的强烈影响。目前，AI依然是投资领域的主导主题，然而投资焦点正逐渐从 ...

摩根士丹利此前对中国股市持低配的观点，原因是出于对贸易关税、盈利下行等不确定性的担忧。但该机构最新发布的报告已有所改观。“目前投资者逐步认识到，中国的AI发展可能不需要大规模资本投入，即便高端GPU供应受限，仍然具备缩小甚至弥合技术差距的能力。中美竞 ...

甚至有激进的美国共和党参议员乔什·霍利提出了一项非常极端的法案：“任何进口中国开发的“技术或知识产权”的人将 被判入狱20 年，个人罚款最高可达 100 万美元，公司罚款最高可达 1 亿美元。 ”（当然法案未必会实施，毕竟tiktok禁令也还在争论中） ...

Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...

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With the Nvidia earnings announcements coming up, attention falls on the results that may change how investors trade the very major companies. Despite changing geopolitical conditions and central ...

The Nvidia probe came after the Biden administration ... next to him on Inauguration Day like Google’s Sundar Pichai and Apple’s Tim Cook. Chinese tech companies typically criticize Apple ...

With the Nvidia earnings announcements coming up, attention falls on the results that may change how investors trade the very major companies. Despite changing geopolitical conditions and central ...