US Premarket Movers: CoreWeave, Dell, Flutter, Kore, NCR Atleos

· · 来源:tutorial资讯

Yesterday, Axios reported that Hegseth gave Anthropic a deadline of 5:01 PM on Friday to agree to the Pentagon's terms. At the same time, the DoD requested an assessment of its reliance on Claude, an initial step toward potentially labelling Anthropic as a "supply chain risk" — a designation usually reserved for firms from adversaries like China and "never before applied to an American company," Anthropic wrote.

另一方面,软件股的超卖现象也引发部分投资者关注抄底机会。一些机构认为,像微软这样的巨头仍有潜力在 AI 时代获益,但大多数中小型 SaaS 企业由于面临颠覆风险,其股价短期内波动幅度较大。市场分化明显,投资者需要区分 AI 领域的潜在赢家和输家。

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