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美股三大指数走势分化 存储芯片板块走弱_我的网站

A |     BRUSSELS -- The European Union began taking steps on Thursday to limit the impact of the war between Israel and Hamas on the bloc, amid heightened security tensions after a firebomb attack on a Berlin synagogue and killings in Belgium and France by suspected Islamist extremists.Spain, which currently holds the EU's rotating presidency, activated a crisis mechanism to speed up decision-making and coordination between the 27 member countries, the bloc's institutions and major partners like the United Nations or the United States.Officials from across the EU have expressed concerns about a rise in antisemitic attacks, radicalization online, the use of encrypted messaging services by extremists, and the need to speed up the deportation of people who might pose a public danger.But calls for an increase in security across the board are creating deep unease as the solutions being discussed could undermine free movement and the right to assemble in Europe.Italy is introducing border checks to counter a possible rise in tensions over the Israel-Hamas war. Denmark and Sweden are too, due to what they say is an “Islamist terrorist threat.” France intends to keep checks in place until at least May 2024, citing “new terrorist threats and external borders situation.”More police have been deployed in Belgium, France and Germany.EU foreign policy chief Josep Borrell believes part of the solution to Europe's security woes must involve the bloc helping diplomatically and financially to bring an end to years of conflict between Israel and the Palestinians.“We have learned from history that the most difficult decisions are always taken when we are on the edge of the abyss. I believe that is where we are now: on the edge of the abyss,” Borrell told EU lawmakers on Wednesday.“When I hear Muslim religious authorities speaking the language of inter-religious conflict and explicitly stating that Europe is a party to this conflict, I feel that the storm clouds are looming,” he said.Still, not all of Europe’s challenges are directly linked to the war.Earlier on Thursday, Sweden hosted a meeting of ministers from eight countries, among them Germany, Belgium and France, focused on how to handle incidents where people burn the Muslim holy book, the Quran.Prosecutors are trying to establish whether that was a key motive for a Tunisian man to shoot three Swedes in Brussels on Monday, killing two of them, ahead of a Belgium-Sweden soccer match in the capital.While the Quran burnings are not directly linked to the conflict between Israel and Hamas, they are a sign of rising tensions between religious and other communities in Europe.The war that began Oct. 7 has become the deadliest of five Gaza wars for both sides. More than 5,000 people have been killed in Israel and Gaza. Nearly 12,500 Palestinians have been wounded, and over 200 people in Israel taken hostage.“We have to address multiple impacts from the continuing crisis in the Middle East" in the EU, European Commission Vice-President Margaritis Schinas said.“This entails the protection of our Jewish communities, but also the protection against a generalized climate of Islamophobia that has no place in our society,” he told reporters in Luxembourg, where EU interior ministers were meeting.Pro-Palestinian rallies have been held in several European cities since the war. France has banned them. Germany has also promised to take tougher action against Hamas, which is already on the EU’s list of terrorist organizations.Chancellor Olaf Scholz told the German parliament that local authorities “must not allow gatherings … at which it must be feared that antisemitic slogans will be shouted, that people’s deaths will be glorified and everything we can’t accept here.”In France, the Palace of Versailles — a major tourist attraction — and three airports were evacuated for security reasons and temporarily closed Wednesday. The incidents were the latest in a spate of evacuations in the past five days, and the French government is threatening to fine or jail prank callers.They followed the killing of a teacher in northern France on Friday by a suspected Islamist extremist.French Interior Minister Gerland Darmanin noted that two foreigners were behind the recent attacks in Belgium and France, and he insisted that long-delayed reforms of EU asylum rules must be put in place.Europe must “manage our borders, register people and conduct the security interviews that are necessary before every asylum request,” he told reporters.The EU has agreements with Turkey and Tunisia to persuade them to prevent migrants reaching Europe — and take them back if they do get through — but they are not working well. Other deals, with Egypt notably, are planned. Only around one in four people refused entry ever return home. ___John Leicester in Paris and Geir Moulson in Berlin contributed to this report.。

B |     　　8月24日，美股三大指数走势分化，截至发稿，道琼斯指数涨0.33%，纳斯达克综合指数跌0.92%，标普500指数跌0.31%。

C | 　　存储芯片板块走弱，SK海力士跌超6%，美光科技跌超6%，闪迪跌超10%。　　全球要闻　　黄金、比特币起飞！美债危机正重燃“货币贬值交易”？　　美国财长贝森特旨在压低美国融资成本的干预，仅让长期美债收益率走低了不到一天。相比之下，更为持久的市场信号却在于——美元走弱，而黄金与比特币同步走高，进一步强化了年初由不断膨胀的美国财政赤字及政策走向隐忧所驱动的“货币贬值交易”叙事。　　全球央行年会本周召开！贝森特救不动的美债 沃什能救吗？　　债券投资者本周无疑将把焦点牢牢锁定在美联储主席凯文·沃什于杰克逊霍尔全球央行年会的讲话上。随着美国财长贝森特上周的“救市”行动效果迅速消退，长期美国国债眼下正面临进一步抛售的风险，市场显然将从沃什表态中寻找美联储将如何应对顽固通胀与财政隐忧的蛛丝马迹……　　美财长：美伊战事进入“终局” 特朗普政府已摧毁伊几乎所有军工厂 “掩埋”其核计划　　美财长称美伊战事进入“终局”美国财政部长贝森特23日晚在社交媒体上说，美国同伊朗的战事正进入“终局”，扬言要切断伊朗政权“每一条经济命脉”，直至德黑兰“孤立无援”。贝森特说，特朗普政府已瓦解伊朗的军事能力，摧毁其几乎所有军工厂，并“掩埋”了伊朗核计划。　　美联储“大鹰派”再发声：通胀短期内难回落 北美贸易战成新逆风！　　明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）周日表示，美国国债收益率上升并不构成担忧，也不太可能影响货币政策决定。不过，美国通胀短期内难以回落至目标水平，而关税和贸易冲突是“罪魁祸首”之一。　　高盛揭秘10万亿美元AI持仓版图 对冲基金与共同基金有哪些不同？　　在持续火爆但波动性极高的人工智能（AI）交易中，高盛最新报告或许能让人一窥专业投资者的思路。高盛表示，对冲基金对人工智能交易的敞口仍然比共同基金更大，但两类基金在2026年第二季度都调整了人工智能股票的仓位。而且，它们对于大型科技股和半导体等个股的选择也截然不同。

D | 　　公司新闻　　英伟达财报即将登场！高盛：若不释放这三大利好 股价恐仍将下行　　本周三（8月26日）美股盘后，“AI芯片霸主”英伟达将公布2027财年第二季度财报。

E | 尽管和华尔街大多数机构一样，高盛预计英伟达第二季度业绩将表现强劲，业绩指引存在显著上修空间，但高盛分析师仍然暗示——这并不意味着公司股价能够在财报公布后上涨。　　SK海力士公布最新HBM进展 称竞争焦点从内存性能转向封装技术　　人工智能数据中心使用的高带宽内存（HBM）技术正在出现重大转向。

F | SK海力士美国公司副总裁Lee Jae-sik最新表示，未来行业不仅需要关注HBM本身，还需要关注封装技术如何影响HBM。Lee在当地时间23日出席了美国斯坦福大学举行的半导体会议Hot Chips 2026，并发表了题为“HBM的高科技封装”演讲。　　不认同阿里新股配售？美股“大空头”重大调仓：清仓阿里、押注京东！　　美东时间周日，美股知名“大空头”迈克尔·伯里公开表示，他已经清仓阿里巴巴集团的持仓，转而布局其电商竞争对手京东集团。他表示，他并不看好阿里巴巴最新的新股配售做法，并认为其当前股价已经过高。　　AI“追新”风气悄悄结束 Anthropic顶尖模型在企业市场遇冷　　Anthropic计划在今年IPO，然而越来越多的投资者质疑该公司是否匹配其目标估值。最新消息称，该公司计划募资1000亿美元，这将使其IPO估值达到2万亿美元。据支付集团Ramp的最新数据显示，Anthropic最大、最昂贵的模型Fable 5发布两个多月后，其收益已稳定占到该公司所有模型总收入的11%左右。但这并不符合企业用户追逐最强大模型的消费路径。　　英伟达部分客户据悉被告知AI相关产品会涨价超15%　　据报道，英伟达最大客户中的一些已被告知，由于内存芯片成本飙升，搭载英伟达AI芯片的服务器很多会涨价逾15%。知情人士透露，此轮涨价适用于明年年初交付的系统，受影响的包括搭载旗舰级Vera Rubin和Grace Blackwell芯片的系统。具体涨幅将取决于英伟达芯片是哪一代产品以及内存配置。

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