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2025年,美国标普500指数累计上涨17.25%,纳斯达克指数累计上涨21.27%,道琼斯工业平均指数上涨13.69%。由小盘股构成的罗素2000指数2025年累积涨幅为12.13%,连续第五年跑输标普500指数。美股七大权重科技股(苹果、微软、谷歌、亚马逊、英伟达、特斯拉、Meta)2025年上涨25.81%。权重科技股和人工智能题材股在2025年是推动美国股市继续走高的主要力量。
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在上海居住多年的德商麥永剛((Juergen Meyer)向BBC中文指出,即便德國盼望平衡雙邊貿易需求,但德企去風險化的工作遠遠不足,抵禦中國進口衝擊,不僅是汽車產業,德國的生物科技及化工產業情況都很險峻。
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HP executives also said they are seeing stronger AI PC demand, saying 35 percent of HP’s PC sales are coming from AI PCs. This comes as the industry is seeing mixed signals, like Dell saying that consumers don't really care about AI PCs.