过去一周的牛市和熊市：Nvidia、特斯拉、谷歌、苹果、亚马逊

本辛加上周研究了许多投资者最喜欢的股票的前景——以下是我们的一些热门报道。

Top Performers Of The Week: Nvidia, Elon Musk, Broadcom, Apple, Amazon

本周最佳表现者：Nvidia、埃隆·马斯克、博通、苹果、亚马逊

The S&P 500, tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), experienced its sharpest weekly decline in over 18 months, marking the largest drop since the March 2023 banking crisis. A weaker labor market report prompted investors to reduce risk exposure after three consecutive weeks of gains, leading to a broad selloff.

SPDR S&P 500 ETF Trust（纽约证券交易所股票代码：SPY）追踪的标准普尔 500 指数经历了 18 个月以来最大幅度的单周跌幅，创下 2023 年 3 月银行业危机以来的最大跌幅。疲软的劳动力市场报告促使投资者在连续三周上涨后减少风险敞口，导致广泛抛售。

On Friday, the S&P 500 fell 1.7%, bringing its weekly loss to 4.1%, while tech stocks saw even steeper declines, as tracked by the Invesco QQQ Trust (NASDAQ:QQQ). The semiconductor sector, represented by the iShares Semiconductor ETF (NASDAQ:SOXX), took the biggest hit, dropping 4.3% on Friday and ending the week down 11.8%, its worst performance since March 2020.

周五，标准普尔 500 指数下跌 1.7%，周跌幅达到 4.1%，而根据 Invesco QQQ Trust（纳斯达克股票代码：QQQ）的追踪，科技股跌幅更大。以iShares半导体ETF（纳斯达克股票代码：SOXX）为代表的半导体板块受到的打击最大，周五下跌4.3%，本周收盘下跌11.8%，为2020年3月以来最差表现。

Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week’s most bullish and bearish posts that are worth another look.

Benzinga 提供最受投资者欢迎的股票的每日报告。以下是过去一周最看涨和最看跌的一些帖子，值得再看一遍。

The Bulls

公牛队

“Nvidia Takes A Page From Apple’s Playbook: Jensen Huang Wants AI Stalwart To Go Beyond Chips And Be One-Stop Shop For Data Center Clients,” by Shanthi Rexaline, outlines how Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang aims to transform the company into a complete AI solution provider, offering software, networking, and services beyond just AI chips.

Shanthi Rexaline 所著的《Nvidia 借鉴苹果的做法：黄仁勋希望 AI 中坚力量超越芯片，成为数据中心客户的一站式商店》，概述了 Nvidia 公司（纳斯达克股票代码：NVDA）首席执行官黄仁勋如何实现转型该公司成为一家完整的人工智能解决方案提供商，提供人工智能芯片之外的软件、网络和服务。

“Elon Musk Thinks Dogecoin Payments Could Potentially Help Starlink Get Around Brazil Freezing Its Bank Accounts,” by Anan Ashraf, discusses how Elon Musk is considering using Dogecoin (CRYPTO: DOGE) for SpaceX’s Starlink services in Brazil after the country’s Supreme Court froze Starlink's bank accounts over legal disputes.

阿南·阿什拉夫 (Anan Ashraf) 撰写的《埃隆·马斯克认为狗狗币支付可能会帮助 Starlink 绕过巴西冻结银行账户》讨论了在巴西最高法院冻结 Starlink 银行后，埃隆·马斯克如何考虑使用狗狗币（加密货币：DOGE）来支持 SpaceX 在巴西的 Starlink 服务法律纠纷的账目。

“Amazon Analyst Says Company's ‘Dominant Competitive Position' In Ecommerce, AWS ‘Provides A Lot To Be Bullish About’,” by Chris Katje, highlights Amazon.com Inc. (NASDAQ:AMZN)’s strong competitive positioning in e-commerce and cloud (AWS), highlighting potential upside from generative AI adoption and ongoing logistics efficiencies.

Chris Katje 所著的“Amazon 分析师表示，公司在电子商务领域处于‘主导竞争地位’，AWS ‘提供了很多值得看好的东西’”，强调了 Amazon.com Inc.（纳斯达克股票代码：AMZN）在电子商务和 AWS 领域的强大竞争地位。云（AWS），强调了生成式人工智能的采用和持续的物流效率的潜在优势。

For additional bullish calls of the past week, check out the following:

对于过去一周的其他看涨预测，请查看以下内容：

Nancy Pelosi’s Stock Pick Broadcom Poised For Breakout After Recent Consolidation: ‘She Never Loses,’ Says Social-Media User

南希·佩洛西 (Nancy Pelosi) 的股票选择博通 (Broadcom) 在最近的整合后有望突破：社交媒体用户表示，“她从未失败过”

Apple, Nvidia Will Lead 3-To-5-Year Tech Bull Run, Analyst Says: ‘I Am A Buyer Here’

分析师表示，苹果、英伟达将引领 3 到 5 年的科技牛市：“我是这里的买家”

Trump Presidency Will Be ‘Total Game Changer’ For Crypto Industry, Says Pro-Bitcoin Senator Cynthia Lummis: Forsees ‘Uphill Battle’ If Kamala Harris Wins

支持比特币的参议员辛西娅·卢米斯 (Cynthia Lummis) 表示，特朗普当选总统将彻底改变加密行业的格局：如果卡马拉·哈里斯获胜，他将面临“艰苦的战斗”

The Bears

熊队

“Google, DOJ Trial Drama To Hit Earnings By Up To 10%, Says JPMorgan: Status Quo Is No Longer Possible,” by Surbhi Jain, outlines how Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) faces potential financial hits due to DOJ trial remedies, with possibilities ranging from opening up search distribution channels to rivals to a worst-case scenario of Chrome or Android breakups, that could reduce earnings by 10-20%.

Surbhi Jain 所著的《摩根大通称，谷歌和司法部的审判将导致盈利高达 10%：维持现状已不再可能》，概述了 Alphabet Inc.（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOGL）如何面临潜在的财务打击。司法部尝试采取补救措施，其可能性包括向竞争对手开放搜索分销渠道，以及 Chrome 或 Android 分裂的最坏情况，这可能会导致收入减少 10-20%。

“EXCLUSIVE: Apple’s iPhone 16 Launch Will Be ‘Disappointment Before The Excitement,’ Gene Munster Says,” by Michael Juliano, reports that Gene Munster of Deepwater Asset Management expects Apple Inc. (NASDAQ:AAPL) shares to dip initially after the iPhone 16 launch, but predicts significant revenue growth in the coming year.

迈克尔·朱利亚诺 (Michael Juliano) 撰文：“独家报道：苹果 iPhone 16 的发布将是‘兴奋前的失望’”，作者：Michael Juliano，据 Deepwater Asset Management 的吉恩·蒙斯特 (Gene Munster) 预计，苹果公司 (NASDAQ:AAPL) 的股价将在 iPhone 16 发布后首先下跌推出，但预计来年收入将大幅增长。

“Tesla Bear Slams FSD China Release Timeline As ‘Meaningless Announcement,’ Calls It Overused ‘Pump’ Tactic Amid Share Price Decline,” by Anan Ashraf, reports how Gordon Johnson, CEO of GLJ Research, criticizes Tesla Inc. (NASDAQ:TSLA) for announcing a 2025 timeline for Full Self-Driving (FSD) in China and Europe, calling it a stock-pumping strategy amid falling earnings.

“特斯拉熊猛烈抨击 FSD 中国发布时间表是‘毫无意义的公告’，称其在股价下跌期间过度使用‘拉高’策略”，作者 Anan Ashraf，报道了 GLJ Research 首席执行官戈登·约翰逊 (Gordon Johnson) 如何批评特斯拉公司 (纳斯达克股票代码：TSLA)宣布 2025 年在中国和欧洲推出全自动驾驶 (FSD) 的时间表，称其为盈利下降之际的股市上涨策略。

For more bearish takes, be sure to see these posts:

对于更多的看跌观点，请务必查看这些帖子：

Bitcoin Mining Revenue Tanks To An 11-Month Low In August, Industry Bellwether Marathon Digital Shares Sank Over 13% In The Month

8 月份比特币挖矿收入跌至 11 个月低点，行业领头羊马拉松数字股价当月下跌超过 13%

Stock Of The Day: Berkshire Hathaway Trades Above Usual Range — Time To Sell The Warren Buffett Stock?

今日股票：伯克希尔哈撒韦公司的交易价格高于正常范围 - 是时候出售沃伦巴菲特股票了？

Microsoft Customers Reportedly Ditching Copilot AI Office Tools But Top Analyst Thinks It Is Just ‘Growing Pains:’ ‘The Rub Against AI Is…’

据报道，微软客户放弃了 Copilot 人工智能办公工具，但顶级分析师认为这只是“成长的烦恼”：“人工智能面临的困难是……”

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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

该内容部分是在人工智能工具的帮助下制作的，并由 Benzinga 编辑审核和发布。

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通过 Midjourney 使用人工智能创建的图像。