[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio998888de":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio998888de","美股六月收官！微软重大财务风险来了？","\u002Fdoc\u002F美股六月收官微软重大财务风险来了_2114934675","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>6月28日周五，美股市场结束了6月以及2024年二季度和上半年的交易，美股三大指数呈现出高开低走的态势。美国5月核心PCE数据显示通胀显著降温，这一趋势增强了市场对美联储今年可能降息的预期。\u003C\u002Fp>\n\u003Cp>在收盘时，标普500和纳指均未能延续三日连涨势头，且脱离了一周以来的新高点。此前，两大指数曾一度逼近上周二所创下的历史最高水平。而道琼斯工业平均指数也结束了两日的连续上涨。\u003C\u002Fp>\n\u003Cp>具体收盘数据显示，道指跌幅0.12%；纳指下跌跌幅0.71%；标普500跌幅0.41%；\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"443,121\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240629\u002Fv2_04e4f008feae4233a18c25a019626512@5576020_oswg14824oswg443oswg121_img_000\">\u003C\u002Ffigure>\n\u003Cp>在2024年上半年，随着AI热潮推动与投资者的追捧，以科技股为主的纳指一路领先，涨幅达到18.1%。标普500上涨了14.5%。而蓝筹股道指则以3.8%的涨幅落后。\u003C\u002Fp>\n\u003Cp>在美股七巨头中，Meta上半年累涨42.74%，亚马逊上半年累涨27.19%，谷歌A上半年累涨30.55%，苹果上半年累涨9.68%，微软上半年累涨19.29%，英伟达上半年累涨149.50%，特斯拉上半年累跌20.36%表现最差。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>昨日给粉丝们的福利，公布了我们新买了DXYZ，在VIP社区提示的12.6美元入手的DXYZ，今日盘中价格已经来到了17.31美元，我们浮盈超37%！\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp style=\"text-align: center;\"> \u003C\u002Fp>\n\u003Cp>\u003Cstrong>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202406-stk\u002F1883125124mceclip0.jpg\" width=\"664\" height=\"584\">\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"472,472\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240629\u002Fv2_19b488b9c7da4f46bccbcf83477dd94a@5576020_oswg54226oswg472oswg472_img_000\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>文章回顾：\u003C\u002Fstrong>\u003Ca href=\"http:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917147568&idx=1&sn=d21cbf10bfdcd5a9547117e4b4792440&chksm=8edcd857b9ab514157e29662342406dc17b274207eacc5ec2426a35690095ddd603eb9fb40a3&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>我是如何投资SpaceX的股票的？\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>我们提示VIP会员提高设置止损16.88美元，保护我们现有利润。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"911,389\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240629\u002Fv2_cf36c89aa5ec4eab8977e99c81dd3579@5576020_oswg136762oswg911oswg389_img_000\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>耐克创23年最大跌幅\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>今日，运动服装巨头耐克收盘重挫19.98%，创23年来最大单日跌幅，此次暴跌主要归因于公司第四财季的营收未达到预期目标，并随后下调了全年业绩预期。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"267,151\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240629\u002Fv2_68d98688f15e4b7b9f57489f83ed32c9@5576020_oswg14928oswg267oswg151_img_000\">\u003C\u002Ffigure>\n\u003Cp>自2020年1月John Donahoe接任耐克CEO以来，公司的股价表现一直不尽如人意，累计下跌了25%，远不及同期标普500指数和零售业ETF XRT的涨幅，后者分别上涨了69%和67%。面对耐克黯淡的业绩前景，华尔街的金融机构纷纷对耐克股票进行了降级处理。\u003C\u002Fp>\n\u003Cp>摩根士丹利和Stifel的分析师更是直接质疑了耐克管理层的能力和战略，包括CEO Donahoe在内。他们认为，耐克正在失去其曾经坚不可摧的市场信誉。然而，耐克的创始人Phil Knight却公开表示，他对Donahoe充满信心，并全力支持他。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>欧盟加强审查微软与OpenAI合作\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>据美股投资网得到的消息，微软向生成式人工智能公司OpenAI投资130亿美元的交易将受到欧盟反垄断监管机构的进一步审查。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>这项调查的重点是OpenAI独家使用微软云技术的安排，欧盟反垄断监管机构希望了解此举是否可能对市场竞争产生负面影响。\u003C\u002Fp>\n\u003Cp>欧盟反垄断专员Margrethe Vestager计划在本周五宣布，将进一步询问微软的竞争对手和客户，以全面了解微软与OpenAI之间的排他性条款。根据协议，微软的Azure云服务成为OpenAI的独家云提供商。这一安排引发了欧盟监管机构的关注，他们希望确保这种排他性合作不会削弱其他云服务提供商的市场竞争力。\u003C\u002Fp>\n\u003Cp>值得注意的是，欧盟的这一举措并非孤立事件。OpenAI和微软之间的协议也受到美国和英国等地监管机构的审查。全球范围内，监管机构对大型科技公司日益加强的市场主导地位表示担忧。微软在这笔交易中投入了数十亿美元，以确保其在人工智能技术领域的领先地位，但这也使其面临更多的反垄断审查。\u003C\u002Fp>\n\u003Cp>从专业角度分析，微软与OpenAI的独家云合作安排可能带来以下几个方面的问题：\u003C\u002Fp>\n\u003Cp>\u003Cstrong>市场集中度提升：\u003C\u002Fstrong>如果OpenAI仅依赖微软的云服务，其他云服务提供商将失去与OpenAI合作的机会，这可能导致市场进一步集中，减少了竞争的多样性。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>创新减缓：\u003C\u002Fstrong>市场竞争的减少可能导致创新的放缓。云服务市场的激烈竞争通常会推动技术进步和服务改进，排他性合作可能会减弱这种动力。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>客户选择受限：\u003C\u002Fstrong>OpenAI的客户可能会因为排他性合作而失去选择其他云服务提供商的机会，这可能会影响他们获得最佳服务和价格的机会。\u003C\u002Fp>\n\u003Cp>此外，欧盟委员会本周早些时候指控微软将Teams视频会议应用与其他商业软件捆绑销售，违反了欧盟反垄断规定。这表明欧盟正在加强对微软商业行为的监管。根据欧盟反垄断法，违反规定的罚款最高可达公司全球收入的10%，\u003Cstrong>这对微软来说是一个重大的财务风险！\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202406-stk\u002FUploader44vj3bcjidv_2024_06_29_01_23_36.jpeg","2024-06-29T01:23:03.217","2024.06.29","2024\u002F06\u002F29",41289,[22,23],"DXYZ","MSFT","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]