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就业通胀数据连番考验美联储,贵金属市场能否企稳
Di Yi Cai Jing· 2026-02-08 03:03
日本众议院选举结果受关注,美股财报季看点不少。 本周国际市场风云变幻,软件板块和加密货币市场巨震,人工智能发展溢出效应引发关注。 市场方面,美股涨跌互现,道指周涨2.50%,纳指周跌1.84%,标普500指数周跌0.10%。欧洲三大股指 全线走高,英国富时100指数周涨1.43%,德国DAX 30指数周涨0.74%,法国CAC 40指数周涨1.81%。 本周看点颇多,美国延迟发布的就业与通胀数据将成为市场核心关注点。欧洲市场需关注欧元区及英国 的国内生产总值数据(GDP),在亚洲,投资者密切关注2月8日日本众议院选举结果将如何重塑日本的 财政与货币政策,市场同时也在寻找日本央行下一次加息时点的线索。美股财报季进入后半期,应用材 料等与AI领域高相关的明星个股业绩值得留意。 美联储降息前景如何 美国1月非农就业数据将于当地时间11日发布,该数据因美国联邦政府部分停摆已由2月6日推迟至今。 作为核心经济数据,结果将引导投资者对美联储再度降息时点的判断。 近期数据显示,美国经济整体表现强劲,但劳动力市场走弱、通胀增速放缓。若此次数据表现疲软,推 升市场的降息预期。伦敦证券交易所集团(LSEG)数据显示,货币市场目前 ...
We're upgrading shares of a big beneficiary of AI spending going through the roof
CNBC· 2026-02-06 18:47
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were rebounding Friday. After a terrible week, technology was leading Friday's market higher — even as Amazon , technically in the consumer discretionary bucket, pulls back after earnings. For the week, the S & P 500 and the Nasdaq were still lower. There has been a lot of damage to the tech trade as enterprise software stocks sold ...
费城半导体指数大涨超4%
Ge Long Hui A P P· 2026-02-06 15:11
格隆汇2月6日|费城半导体指数大涨4.2%。其中,Arm涨超7%,迈威尔科技、AMD涨超6%,泛林集 团、柯磊、英伟达、应用材料、台积电涨超5%,英特尔、博通涨超4%,阿斯麦涨超3%。 | 代码 | 名称 | 涨跌幅 √ | | --- | --- | --- | | ARM | Arm Holdings | 7.24% | | COHR | Coherent | 6.94% | | MRVL | 迈威尔科技 | 6.47% | | AMD | 美国超微公司 | 6.39% | | LRCX | 泛林集团 | 5.95% | | KLAC | 科雷 | 5.62% | | ENTG | 英特格 | 6.05% | | NVDA | 英伟达 | 5.43% | | MPWR | Monolithic Power Sys | 5.64% | | AMAT | 应用材料 | 5.25% | | NVMI | Nova | 5.47% | | TSM | 台积电 | 5.02% | | INTC | 英特尔 | 4.80% | | AVGO | 博通 | 4.53% | | MTSI | MACOM Technolo ...
应用材料取得保持设计文档内分层结构信息专利
Jin Rong Jie· 2026-02-06 10:53
作者:情报员 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 国家知识产权局信息显示,应用材料公司取得一项名为"保持设计文档内的分层结构信息"的专利,授权 公告号CN114616597B,申请日期为2019年11月。 ...
美股芯片股走高,博通涨超4%
Xin Lang Cai Jing· 2026-02-06 01:33
2月5日,美股芯片股走高,博通涨超4%,英特尔涨超3%,台积电、阿斯麦、AMD、应用材料、英伟达 涨超1%。 ...
Citi Jumps Applied Materials (AMAT) Target Ahead of Earnings
Yahoo Finance· 2026-02-05 19:35
Applied Materials, Inc. (NASDAQ:AMAT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. Citi Jumps Applied Materials (AMAT) Target Ahead of Earnings On February 4, Citi analyst Atif Malik raised his price target on Applied Materials, Inc. (NASDAQ:AMAT) to $400 from $250 and reiterated a Buy rating ahead of the company’s January-quarter earnings report scheduled for February 12. Citi is looking for results to come in above consensus, pointing to upward spending revisions across major f ...
美股芯片股走高:博通涨超4% 台积电等多股涨超1%
Ge Long Hui A P P· 2026-02-05 15:02
格隆汇2月5日|美股芯片股走高,其中,博通涨超4%,英特尔涨超3%,台积电、阿斯麦、AMD、应用 材料、英伟达涨超1%。 ...
美股三大指数收盘涨跌不一 AMD跌超17%
Ge Long Hui A P P· 2026-02-04 22:20
格隆汇2月5日|美股三大指数收盘涨跌不一,道指涨0.53%,纳指跌1.51%,标普500指数跌0.51%,热 门科技股普遍下跌,AMD跌超17%,创2017年以来最差单日表现,英伟达、特斯拉、博通、Meta跌超 3%,谷歌、亚马逊跌超2%,苹果涨超2%。半导体设备与材料、存储概念股、加密矿企跌幅居前,闪迪 跌近16%,美光科技跌超9%,西部数据跌超7%,应用材料、Coinbase跌超6%,阿斯麦跌超3%。减肥药 概念股、住宅地产涨幅居前,礼来涨超10%,安进涨超8%,辉瑞涨近4%。 ...
纳指跌1.51%,AMD跌超17%
Mei Ri Jing Ji Xin Wen· 2026-02-04 22:00
每经AI快讯,美股三大指数收盘涨跌不一,道指涨0.53%,纳指跌1.51%,标普500指数跌0.51%,热门 科技股普遍下跌,AMD跌超17%,英伟达、特斯拉、博通、Meta跌超3%,谷歌、亚马逊跌超2%,苹果 涨超2%。半导体设备与材料、存储概念股、加密矿企跌幅居前,闪迪跌近16%,美光科技跌超9%,西 部数据跌超7%,应用材料、Coinbase跌超6%,阿斯麦跌超3%。减肥药概念股、住宅地产涨幅居前,礼 来涨超10%,安进涨超8%,辉瑞涨近4%。 ...
Are Wall Street Analysts Bullish on Applied Materials Stock?
Yahoo Finance· 2026-02-04 12:00
Valued at a market cap of $255.8 billion, Applied Materials, Inc. (AMAT) is a leading California-based supplier of equipment, software, and services used in the manufacturing of semiconductors and advanced electronic displays. Founded in 1967, the company plays a critical role in enabling chipmakers to produce smaller, faster, and more energy-efficient integrated circuits. Over the past year, the tech titan has delivered a standout performance, leaving both the broader market and its sector peers in the ...