【周三居韭屋】非农撑不住的，Google博通撑住了！Gemini获科技巨头採用、博通接到OpenAI大单！
2025-09-10 14:56:15
💡美国劳动市场数据全面转弱，8月非农只新增2.2万人，市场已预期9月降息一码，甚至可能降2码。非农不佳但标普500仍涨0.3%创高，不过英伟达、AMD已转弱，投资人应加大防守、避免追高。
💡Google反垄断诉讼结果利多，不必拆分Chrome，还能收苹果200亿保护费。AI亮点频出，Gemini获Meta、苹果、甲骨文採用，「奈米香蕉」模型展现人物一致性。股价週涨10%，估值仍合理。
💡博通财报亮眼，主力来自AI加速器、网路晶片与软体服务，获得OpenAI百亿美元订单，2026年营收强劲看涨。虽市场高度期待，但股价与英伟达常此消彼长，建议不要FOMO，反而趁机留意英伟达回档止跌机会。
Try These Next
4 Powerful Tactics to Overcome the Most Costly Forex Mistakes
How to Master MT4 & MT5 - Tips and Tricks for Traders
The Importance of Fundamental Analysis in Forex Trading
Forex Leverage Explained: Mastering Forex Leverage in Trading & Controlling Margin
The Importance of Liquidity in Forex: A Beginner's Guide
Close All Metatrader Script: Maximise Your Trading Efficiency and Reduce Stress
Best Currency Pairs To Trade in 2025
Forex Trading Hours: Finding the Best Times to Trade FX
MetaTrader Expert Advisor - The Benefits of Algorithmic Trading and Forex EAs
Top 5 Candlestick Trading Formations Every Trader Must Know