美股週一暴跌後反彈 AMD攀升領漲 | AI 驅動的財商語言學習中心

美股週一暴跌後反彈 AMD攀升領漲

2026-02-24 06:02 14 次瀏覽 重要度 7/10
Trader Mike

Trader Mike 的深度觀點

市場策略師

實戰派交易員,專注於美股大盤、價格行為與資金流向。不談空泛理論,只看圖表與籌碼。

標準普爾500指數
6,876.20
+0.41%

道瓊工業平均指數
49,170.80
+0.66%

納斯達克100指數
24,952.20
+0.84%

羅素2000指數
2,644.27
+0.60%

富時100指數
10,696.30
+0.12%

日經225指數
57,955.30
+2.03%

Markets were a disaster on Monday thanks to tariff concerns.
But it looks like they’re attempting to shrug it off.
At the moment, the S&P 500 is down about 0.04%, or about two points. The SPDR S&P 500 ETF (SPY) is down fractionally. The Dow is up 0.13%, or by 61 points, as the Nasdaq tacks on 0.22%, or 56 points of upside.
Helping, shares of Advanced Micro Devices (NASDAQ: AMD) are up more than 9%, or by $20 in premarket. All after the company announced a multi-year deal with Meta. The deal includes deploying up to six gigawatts of AMD’s GPU units for AI data centers.

Tariffs Take Effect

We’ll probably hear more about the new tariffs at the State of the Union tonight.
For now, it’ll be interesting to see how markets continue to react to them today.
The president initially announced plans to impose a 10% duty on global imports, before saying that the rate would rise “to the fully allowed, and legally tested, 15% level,” according to CNBC.
However, when the levy came into effect on Tuesday, it was at a rate of 10%. A custom notice from U.S. Customs and Border Protection, published Monday evening, said Temporary Section 122 Duties would see “an additional 10% ad valorem duty on imported articles of every country for a period of 150 days, unless specifically exempt,” they added.

Bitcoin Now at $63,067

Bitcoin isn’t having a great start to the year.
Since starting 2026 at $88,806, it’s now down to $63,067 and could drop even more, which is great news for anyone trading the short side of related stocks like Strategy (NASDAQ: MSTR). It’s also heading toward its worst month since 2022.

“President Trump’s decision to raise global tariffs to 15% rattled risk assets broadly, and Bitcoin moved with them,” said Rachael Lucas, crypto analyst at BTC Markets, as quoted by Bloomberg. “Despite the ‘digital gold’ narrative, Bitcoin continues to trade as a risk asset. When macro fear spikes, capital rotates toward traditional safe havens. Bitcoin is not there yet.”

The Pullback in Booking.com is Overdone

On AI concerns, shares of Booking.com (NASDAQ: BKNG) slipped from about $5,500 to a low of $3,870 since the start of the year. However, according to Morgan Stanley, the pullback is overdone. The firm also upgraded BKNG to an overweight rating with a price target of $5,550.

“We see BKNG staying a key driver of travel even as agentic tools evolve. BKNG will still own the customer, capture robust traveler data, and use those to drive high-margin direct business,” added the firm. “Agents also need BKNG’s leading inventory, giving BKNG leverage.”

By Ian Cooper
Published Feb 24, 8:37AM EST

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© Spencer Platt / Getty Images

Key Takeaways

  • 標準普爾500指數小幅上漲0.41%,道瓊工業平均指數上漲0.66%,納斯達克100指數上漲0.84%,羅素2000指數上漲0.60%。
  • AMD 獲頒與 Meta 多年協議,將在 AI 資料中心部署最多 6 吉瓦 GPU,股價在盤前上漲超過 9%。
  • 10% 全球關稅 wall 正式生效 150 天,同時比特幣跌至 63,067 美元,Booking.com 被 Morgan Stanley 升級至 overweight,目標價 5,550 美元。
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內容引用了標準普爾、道瓊、納斯達克等指數數據以及公司公告、官方關稅公告及分析師訪談,資料來源明確且具備可驗證性,可信度高。

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