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大型科技股多数上涨，特斯拉涨超5%。特朗普媒体科技涨超16%，美股BKKT大涨超162%。爱奇艺跌超2%，陆金所控股跌超1%。据其最新披露的财报，第三季度实现营收1.28亿元，同比增长347.8%，环比增长25.6%，超出市场预期；第三季度调整后净利润1570万元，环比增长1262%。预计四季度营收1.35亿元，同比增长138.5%；预计2024年总营收4.27亿元，同比增长263.5%。利好来袭，特斯拉涨超5%美东时间周一，特斯拉涨超5%，市值一夜大增578.44亿美元。

On Thursday, Cathie Wood-led Ark Invest made significant trades, with Palantir Technologies Inc., Tesla Inc., Reddit Inc., and Amazon.com, Inc taking center stage.The Palantir TradeArk Invest’s move t

知名特斯拉投资者、格伯川崎财富与投资管理公司的CEO罗斯·格伯已从埃隆·马斯克的坚定支持者变成了直言不讳的批评者。格伯是特斯拉公司的早期投资者。但自去年11月以来，他的基金大幅减持了特斯拉的股份。　　自2023年11月以来，格伯的基金已经坚持了所持特斯拉的大约一半股份，目前只剩下约6000万美元的投资。　　格伯表示，特斯拉还有六个月的时间来改善其业绩表现，否则他的公司将完全放弃这只股票。

Advanced Micro Devices stock is still a winner despite the recent pullback in the chip sector, Piper Sandler says.The PHLX Semiconductor Index, or SOX, which tracks chip stocks, has fallen about 15% so far this quarter, and AMD shares have slumped 8.7% so far this year.However, Piper Sandler's Harsh Kumar and Robert Aguanno see opportunities for AMD, which remains their top large-cap stock pick.Last week, Intel announced disappointing quarterly results and guidance, adding that it's cutting 15,000 jobs and suspending its dividend. That should help AMD pick up market share, Piper Sandler says,"We see this transition continuing to take shape over the next several years as AMD generates additional wins at key customers at the expense of INTC," the analysts wrote Wednesday.AMD stock rose 3.4% to $134.66 in recent Wednesday trading, while the S&P 500 was rising 1.3%. Chip stock peers were also in the green, with Nvidia up 0.5% and On Semiconductor gaining 1.8%.Piper Sandler rates AMD shares

英伟达等AI龙头们似乎失去光彩，“AI后进者们”获得资金青睐;Melius表示，“AI后进者们”，比如AMD、英特尔和IBM可能将出现“追赶交易”。

特斯拉短线跳水。