AI硬件股刚刚全线大涨！伊朗传出重磅消息！
<div class="txtinfos" id="ContentBody" style="margin-top:0;"><p> AI硬件股集体大涨！</p><p> 昨夜今晨，美股三大指数集体上涨。截至收盘，以科技股为主的<span id="stock_105.NDAQ"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.NDAQ" class="keytip" data-code="105,NDAQ">纳斯达克</a></span><span id="quote_105.NDAQ"></span>指数上涨1.18%，标普500指数涨0.60%，道指涨0.06%。</p><p> AI硬件板块大幅拉升，费城<span id="bk_90.BK1036"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1036" class="keytip" data-code="90,BK1036">半导体</a></span><span id="bkquote_90.BK1036"></span>指数大涨3.60%。个股方面，<span id="stock_105.AMD"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.AMD" class="keytip" data-code="105,AMD">超威半导体</a></span><span id="quote_105.AMD"></span>涨超5%，<span id="stock_105.AVGO"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.AVGO" class="keytip" data-code="105,AVGO">博通</a></span><span id="quote_105.AVGO"></span>涨4%，<span id="stock_105.INTC"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.INTC" class="keytip" data-code="105,INTC">英特尔</a></span><span id="quote_105.INTC"></span>、<span id="stock_105.TXN"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.TXN" class="keytip" data-code="105,TXN">德州仪器</a></span><span id="quote_105.TXN"></span>、格芯、<span id="stock_105.NXPI"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.NXPI" class="keytip" data-code="105,NXPI">恩智浦半导体</a></span><span id="quote_105.NXPI"></span>涨超3%，<span id="stock_105.ASML"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.ASML" class="keytip" data-code="105,ASML">阿斯麦</a></span><span id="quote_105.ASML"></span>涨近3%，<span id="stock_105.QCOM"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.QCOM" class="keytip" data-code="105,QCOM">高通</a></span><span id="quote_105.QCOM"></span>涨超2%。光<span id="bk_90.BK1215"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1215" class="keytip" data-code="90,BK1215">通信</a></span><span id="bkquote_90.BK1215"></span>、<span id="bk_90.BK1137"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1137" class="keytip" data-code="90,BK1137">存储芯片</a></span><span id="bkquote_90.BK1137"></span>概念股走强，Credo Technology涨超10%，<span id="stock_105.WDC"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.WDC" class="keytip" data-code="105,WDC">西部数据</a></span><span id="quote_105.WDC"></span>涨近7%，Coherent涨超6%，Lumentum涨5.88%，<span id="stock_105.MRVL"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.MRVL" class="keytip" data-code="105,MRVL">迈威尔科技</a></span><span id="quote_105.MRVL"></span>涨超4%，<span id="stock_105.SNDK"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.SNDK" class="keytip" data-code="105,SNDK">闪迪</a></span><span id="quote_105.SNDK"></span>涨近4%，<span id="stock_105.MU"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.MU" class="keytip" data-code="105,MU">美光科技</a></span><span id="quote_105.MU"></span>涨2.77%。</p><center><img src="https://np-newspic..com/download/D25296777777532853093_w720h814.jpg" alt="Image" width="580" class="rich_pages wxw-img" /></center><p> AI算力<span id="bk_90.BK1365"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1365" class="keytip" data-code="90,BK1365">租赁</a></span><span id="bkquote_90.BK1365"></span>商股价大幅走高，Nebius涨超11%，Coreweave、IREN涨近8%。</p><p> 大型科技股多数上涨，<span id="stock_105.TSLA"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.TSLA" class="keytip" data-code="105,TSLA">特斯拉</a></span><span id="quote_105.TSLA"></span>涨超4%，<span id="stock_105.AMZN"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.AMZN" class="keytip" data-code="105,AMZN">亚马逊</a></span><span id="quote_105.AMZN"></span>涨1.61%，谷歌A涨超1%，<span id="stock_105.AAPL"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.AAPL" class="keytip" data-code="105,AAPL">苹果</a></span><span id="quote_105.AAPL"></span>涨0.93%，<span id="stock_105.NVDA"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.NVDA" class="keytip" data-code="105,NVDA">英伟达</a></span><span id="quote_105.NVDA"></span>涨0.90%，<span id="stock_105.MSFT"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/105.MSFT" class="keytip" data-code="105,MSFT">微软</a></span><span id="quote_105.MSFT"></span>跌0.24%。</p><p> 从消息面看，科技股迎来两大利好：一是脸书（Meta）250亿美元普通股发行获得投资者踊跃认购，认购需求达到可供发行股份数量的约五倍，表明投资者对AI投资的热情不减；二是美伊局势缓和推动国际油价大幅下跌，通胀预期随之降温。</p><p> 纽约商品交易所12月交货的轻质原油<span id="bk_90.BK1361"><atarget="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1361" class="keytip" data-code="90,BK1361">期货</a></span><span id="bkquote_90.BK1361"></span>价格周二收盘下跌1.83%，收于每桶99.90美元；12月交货的伦敦布伦特原油<span web="1"target="_blank" href="http://quote.eastmoney.com/unify/r/90.BK1361" class="em_stock_key_common" data-code="90,BK1361">期货</span>价格下跌1.67%，收于每桶113.88美元。</p><p> 据CME“美联储观察”：美联储本周维持利率不变的概率为92.8%，累计加息25个基点的概率为7.2%。美联储到12月维持利率不变的概率为16.4%，累计加息25个基点的概率77.7%，累计加息50个基点的概率为5.9%。</p><p> 另据新华社报道，据伊朗最高领袖网站发表的声明，伊朗最高领袖穆杰塔巴·哈梅内伊27日会见伊朗最高国家安全委员会秘书穆赫辛·雷扎伊，讨论通过管控霍尔木兹海峡维护国家及地区安全等问题。</p><p> 关于战事，穆杰塔巴说，“让敌人陷入绝望”是伊朗抵抗的直接成果之一。他还强调，为了结束战事及当前“非战非和”的状态、切实维护伊朗和“抵抗阵线”的利益，应落实伊朗方面所设定的条件。</p><h3 class="emh3"> 东财图解·加点干货</h3><center style="text-align:center;"><img src="https://np-newspic..com/download/D22115030206165753856_w1146h2643.jpg" alt="文档图片" width="580" /></center><p style="text-align:center;"><atarget="_blank" href="https://acttg.eastmoney.com/pub/xxlout_khmbdfcfappnew_random_0007467a"><img src="https://np-newspic..com/download/D25437144255738497376_w690h389.jpg" class="em_handle_adv_close" /></a></p><p class="em_media">（文章来源：券商中国）</p> <!-- 正文中部 内嵌广告 -->
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