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2月27日你需要知道的隔夜全球重要信息
Sou Hu Cai Jing· 2026-02-26 23:43
1、美股周四收盘,道指微涨,标普500指数跌0.5%,纳斯达克 综合指数跌1.18%。英伟达绩后收跌 5.5%,AMD和英特尔跌3%。纳斯达克中国金龙指数收跌1.78%,阿里巴巴跌2.7%,百度跌5.6%。 2、 戴尔美股盘后涨幅扩大至12%,奈飞美股盘后大涨近8%。 3、美伊谈判取得重大进展,双方同意在不到 一周内再次会晤,计划于下周在维也纳展开技术层面磋商。伊朗外长称部分达成共识,美方评价积极。 4、美联储古尔斯比表示利率可以下调,但不想在通胀缓解之前就提前大幅降息。 5、伊朗南部阿巴丹 工业综合体发生大火,火灾位于园区内聚合物工厂,未造成人员伤亡,园区内伊朗最大炼油厂未受影 响,六支消防队正扑救火情,预计一小时内扑灭。 6、美国30年期抵押贷款利率跌穿6%,为2022年以 来首次。 7、六架美国空中加油机正飞往以色列本·古里安 机场,加入该地区美军部署。 8、美乌日内瓦 会谈结束,未公布具体成果。 9、沙特阿美取消2月和3月从朱艾马码头装运的液化 石油气货物,该港输 送系统部分结构受损,维修预计持续一个多月。 10、特朗普政府放宽对古巴新兴私营部门燃料运输举 措,旨在提升美国推动古巴政治经济变革筹码。 ...
Tech Sell-Off Drags S&P 500 and Nasdaq Lower Despite Nvidia’s Blowout Earnings
Stock Market News· 2026-02-26 22:07
Market Recap: A "Sell the News" Event for TechThe U.S. stock market experienced a volatile session on Thursday, February 26, 2026, as investors grappled with a classic "sell the news" reaction to blockbuster earnings from the world’s leading artificial intelligence chipmaker. Despite reporting financial results that shattered Wall Street expectations, the technology sector led a broader market decline, pulling the major indexes away from their recent record highs.The tech-heavy Nasdaq Composite (^IXIC) was ...
AMD: Revenue Momentum Intact, But Underperformance Risk Persists
Seeking Alpha· 2026-02-26 18:01
As a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better ...
Nutanix (NTNX) Edges Higher After AMD AI Equity Deal
Benzinga· 2026-02-26 16:39
Group 1 - Nutanix shares are experiencing upward momentum following mixed fiscal second-quarter results and a new partnership with AMD [1] - The company reported revenue of approximately $723 million, exceeding Wall Street expectations, while adjusted earnings of 36 cents per share fell short of consensus [2] - AMD has made a $150 million equity investment in Nutanix, highlighting a collaborative effort to develop an AI infrastructure platform [3] Group 2 - The first jointly engineered AI platform is expected to launch in late 2026, aimed at enterprise and service-provider customers [4] - Nutanix has lowered its third-quarter revenue forecast to between $680 million and $690 million, which is below analyst estimates, and has also reduced its fiscal 2026 revenue outlook due to server supply constraints [5] - The company's stock has been trading below key moving averages, indicating a sustained downside momentum [6] Group 3 - As of Thursday, Nutanix shares were up 0.21% at $38.52 [7]
费城半导体指数跌超4%,英伟达绩后跌超4%拖累板块走低
Jin Rong Jie· 2026-02-26 15:30
费城 半导体指数跌超4%。英伟达公布强劲的业绩及指引后仍遇冷跌超4%,拖累半导体板块走低,应用 材料跌超6%,博通、阿斯麦跌超5%,美光科技、英特尔、台积电跌超4%,AMD、安森美半导体跌超 3%。(格隆汇) ...
NVDA stock down after Nvidia earnings explained: Why did NVDA stock drop after Nvidia earnings beat estimates? Here's why investors are worrying about long-term AI dominance outlook
The Economic Times· 2026-02-26 15:22
Nvidia NVDA stock today: Even after forecasting first-quarter revenue well above the average analyst estimate and reporting a 73% jump in fourth-quarter sales, Nvidia's stock dropped on Thursday. The muted response suggests that, despite blockbuster growth, investors are still uneasy about how long the artificial intelligence boom can last.Why Nvidia Stock (NVDA) Fell Despite Strong EarningsThe chipmaker has become the world’s most valuable firm on the back of explosive AI demand. Its stock has climbed roug ...
美股异动丨费城半导体指数跌超4%,英伟达绩后跌超4%拖累板块走低
Ge Long Hui· 2026-02-26 15:22
费城半导体指数跌超4%。英伟达公布强劲的业绩及指引后仍遇冷跌超4%,拖累半导体板块走低,应用 材料跌超6%,博通、阿斯麦跌超5%,美光科技、英特尔、台积电跌超4%,AMD、安森美半导体跌超 3%。(格隆汇) ...
Jim Cramer Says Advanced Micro Devices (AMD)’s Turnaround Is One of The Greatest In History
Yahoo Finance· 2026-02-26 15:21
We recently published 12 Stocks on Jim Cramer’s Radar.  Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer's radar. Chip designer Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 105% over the past year and down by 4% year-to-date. February has been a tough month for the stock as it closed 17% lower on the 4th after the firm’s fourth quarter earnings. On the same day, Baird discussed Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares. It kept an Outperform rating and a $ ...
Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings. Here's Why.
Barrons· 2026-02-26 15:20
Advanced Micro Devices, Broadcom Stocks Drop After Nvidia Earnings. Here's Why. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings. Here's Why.By [Nate Wolf]ShareResize---Re ...
美股异动 | IonQ绩后暴涨20%带飞量子计算股!英伟达绩后跌超2%,博通跌超3%
Xin Lang Cai Jing· 2026-02-26 15:09
来源:华盛证券 华盛资讯2月26日讯,美股三大指数早盘震荡走低,市场观望伊美第三轮谈判,谈判将于晚些时候(北 京时间23:30)恢复。 风险提示: 投资涉及风险,证券价格可升亦可跌,更可变得毫无价值。投资未必一定能够赚取利润,反 而可能会招致损失。过往业绩并不代表将来的表现。在作出任何投资决定之前,投资者须评估本身的财 政状况、投资目标、经验、承受风险的能力及了解有关产品之性质及风险。个别投资产品的性质及风险 详情,请细阅相关销售文件,以了解更多资料。倘有任何疑问,应征询独立的专业意见。 截至发稿,英伟达绩后跌超2%,半导体股集体走弱,博通跌超3%, $AMD 跌超2%,台积电、阿斯麦 跌超1%。 IonQ $IONQ 绩后股价暴涨20%带飞量子计算股! $RGTI 、 $QUBT 涨超4%。软件股逆势走高,现在服 务涨超3%,赛富时、CrowStrike涨超2%。 免责声明:华盛独家资讯引用之数据或资料可能得自第三方,华盛通将尽可能确认资料来源之可靠性, 但并不对第三方所提供数据或资料之准确性负责,也不构成任何证券、金融产品或工具要约、招揽、建 议、意见或任何保证。证券价格有时会大幅波动,价格可升亦可跌,更 ...