原来根子在这里。 2Y 美国国债(2YRNOTE) W 02-09 11:14:26 3.479 最高 3.516 52周最高 4.426 昨收 3.491 今开 3.487 最低 3.475 52周最低 3.376 -1.25bp -0.36% 3.523 10日平均 3.537 20日平均 3.564 5日平均 60日平均 3.527 120日平均 3.540 250日平均 3.681 日K 分时 F (0) 叠加 设均线 EXPMA15:3.533↓ 50:3.708↓ 120:3.836↓ 268:3.371↑ 0:0 445.268 3.914 3.3. 2.383 2025-07-04 2026-02-09 2023-10-06 24-04-12 美股也交易的短久期，谁涨价 涨谁！ 半导体也涨的光纤 要贴现估值的长久期品类 ，最近也很惨。 我就说moltbot 等等 各种亮眼应用都没让 csp 大模型厂起来。 长期国债收益率根本没下来 ...

台积电 < C TSM.N 348.850 量 1702.6万 股本 259.33亿 市盈™ 33.2 万得 盘口 18.120 5.48% 换 0.33% 市值 18093亿 市净 10.52 盘后 349.952 +0.941 +0.27% 美东 19:59 √ ■ ▼ 五日 日K 周K 月K 电子 叠加 设均线 BBI:334.55 即复权 358.693 351.330 311.837 272.345 264.982 i 1 1 1 1 1 1 1 1 - 1 1 1 1 1 1 1 1 1 1 1 1 1 1 12-15 2026-01-02 2026-01-21 02-06 2025-11-25 MACD(12.26.9) DIF:6.99850 DEA:7.82145 MACD:-1.64590 X 11.58 超威丰导体(AMD) W AMD.O 208.440 量 5450.3万 股本 16.30亿 市盈™ 78.4 万得 盘口 15.940 8.28% 换 0.00% 市值 3398亿 市净" 5.39 盘后 208.680 +0.240 +0.12% 美东 19:59 ▼ ■ ▼ 五日 ...

今天亚马逊的财报有点miss。 电商没有超预期，roic 下行，现金流也很差。 在线商店业务实现收入829.88亿美元，同比+9.84%，没超预期。 实体店业务实现收入58.55亿美元，同比+4.95%； 第三方卖家服务实现收入528.16亿美元，同比+11.23%； 广告业务实现收入213.17亿美元，同比+23.31%； 订阅业务实现收入131.22亿美元，同比+14.03%； 云业务：25Q4实现收入356亿美元，同比增速加速至24%，超一致预期的349亿美元，实现营业利润为125亿美元，AWS目前的年化收入运行规模达到1420 亿美元。 公司已经交付超140万颗Trainium 2，成为迄今为止爬坡最快的芯片，性价比比同类GPU高30%到40%； 预计2026全年投入约2000亿美元的资本开支，主要投向AWS，大超一致预期的1461亿美元。 值得一提的就是云增速24%。 亚马逊25Q4实现收入2134亿美元，同比增长12%。实现营业利润250亿美元，受一次性费用影响24亿美元。实现净利润212亿美元，同比增长 5.94%，实现每股摊薄收益1.95美元，基本预期。 预计到2026年年中所有Trainiu ...

昨晚一堆人问 怎么道琼斯和纳斯达克那么分离？ 道琼斯里面都是些啥？苹果，汽车，医药，基建老登！估值低，位置低！ | ( G | | | 美元指数 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | USDX.FX | | | | | 97.6394 | | 前收 | 97.6302 | | 97.6329 | | | +0.0092 | +0.01% | 卖出 | 97.6394 | 买入 | 97.6394 | | | 最高 | 97.6617 | 今年来 | -0.64% | 20日 | -1.12% | | | 最低 | 97.6187 | 10日 | -1.14% | 60日 | -1.85% | | | 分时 | 五日 | 日K | ョK | EK | 明名 | | | 设均线 产加 | | | MA5:97.4770↑ 10:97.0230↓ 20:97.9931↓ 30:91 切走势线 | | | | | 100.21737 | | | | | | | | 97.6870 | | | | | | | | >> | 16 | | ...

Core Viewpoint - Google's capital expenditure (capex) guidance significantly exceeds market expectations, indicating strong financial health and investment capacity [1][2]. Group 1: Capital Expenditure - Google's Q4 FY25 capital expenditure is $27.85 billion, up 95.1% year-over-year and 16.3% quarter-over-quarter, slightly below the expected $28.26 billion, with approximately 60% allocated to servers and 40% to data centers and networking equipment [1]. - The total capital expenditure for 2025 is projected at $91.45 billion, within the previously guided range of $91 billion to $93 billion [1]. - The 2026 capital expenditure guidance is set between $175 billion and $185 billion, significantly higher than the company's own forecast of $125 billion and market expectations of $118 billion [2]. Group 2: Financial Performance - Google's revenue for the period is $113.83 billion, reflecting a year-over-year increase of 16.0% and a quarter-over-quarter increase of 6.1%, slightly surpassing market expectations of $111.43 billion [3]. - The net profit stands at $34.46 billion, up 29.8% year-over-year but down 1.5% quarter-over-quarter, exceeding market expectations of $31.93 billion [3]. - Earnings per share (EPS) is reported at $2.82, a 31.2% increase year-over-year and a 1.7% decrease quarter-over-quarter, also surpassing market expectations of $2.65 [3]. Group 3: Google Cloud Highlights - Google Cloud revenue is $17.664 billion, up 48% year-over-year, significantly exceeding the expected growth rate of 35%, with an accelerated growth rate quarter-over-quarter [3]. - Operating profit for Google Cloud is $5.313 billion, representing a 154% year-over-year increase, indicating a substantial improvement in profit margins [3]. - The backlog of orders has increased by 55% quarter-over-quarter, reaching $240 billion, with new customer acquisition rates doubling compared to Q1 FY25 [4]. Group 4: Technological Advancements - Existing customers' actual spending on Google Cloud exceeds initial commitments by 30% [4]. - The Gemini model's API calls exceed 10 billion tokens per minute, up from 7 billion tokens in the previous quarter [4]. - Monthly active users for the Gemini app have surpassed 750 million, showcasing strong user engagement [4].

老美也涨老登 消费电子特别惨，过去三个季度 卖pc的已经不想理咱们问询了 22:42 .။ ? ( 苹果(APPLE) √ W AAPL.O 276.200 量 669.2万 股本 146.81亿 市盈™ 34.4 万得 盘口 换 0.05% 市值 40549亿 市净 45.98 6.720 2.49% ■ ▼ 五日 日K 周K 月K 电子 (0) 叠加 设均线 BBI:263.69 前复权 292.834 <- 288.620 66.020 >> 243.420 239.206 and and the best of the best of the first 1 1 1 1 2026-01-16 12-11 12-11 12-30 02-04 2025-11-21 MACD(12,26,9) DIF:0.19121 DEA:-2.72469 MACD:5.83178 " " 6.24 TRIX(12.9) -0.13 TRMA:0.00 X -0.36 卖空股数 0.00 X 0 14 49523.42 添加提醒 加自选 电子 分享 道琼斯 22:40 .II ? I 美国银行(BANK OF AMERI ...

今天传的，看了图 ，其实是过渡产品NPO啦。（能一定程度解决 灵活性问题），坏哪一块 可以 换哪一 块。 台湾又传新消息 说明年近十万出货。 持保留意见呀！但明年量可能确实很大 ...

彻底引爆！ 终端下载量 坐上火箭 ^ 127 条新消息 08:02 给你发了一个现金红包! 元宝派红包,新春领不停 5 元宝 apple 给你发了一个现金红 包 ! 元宝派红包,新春领不停 6 元宝 apple 给你发了一个现金红 句 i 元宝派红包,新春领不停 ...

Group 1 - The article highlights that AI's performance has been notably strong despite market trends, indicating a potential investment opportunity in the AI sector [1] - It mentions that during a recent conference call, attendance was very low, suggesting a lack of interest or confidence among investors in the current market environment [1]

Group 1 - SanDisk achieved revenue of $3.025 billion in Q2 FY26, representing a year-over-year increase of 61% and a quarter-over-quarter increase of 31% [2] - The net profit for SanDisk was $967 million, showing a significant year-over-year increase of 443% and a quarter-over-quarter increase of 434%, exceeding market expectations of $481 million [2] - The company expects further acceleration in growth for the second half of the year, with guidance for next quarter's revenue projected between $4.4 billion and $4.8 billion, indicating a year-over-year increase of 160%-183% and a quarter-over-quarter increase of 45%-59% [2] Group 2 - SanDisk's gross margin was reported at 51.1%, an increase of 18.6 percentage points year-over-year and 21.2 percentage points quarter-over-quarter, with guidance for the next quarter's gross margin expected to be between 65% and 67% [2] - It is anticipated that by 2026, the data center will become the largest market for NAND, with the growth forecast for the data center market raised to 65% from a previous estimate of 25% [2] Group 3 - Alibaba announced an increase in its capital expenditure for AI infrastructure and cloud computing investments from 380 billion yuan to 480 billion yuan over the next three years [3]