2月5日晚间，全球市场大溃败，美股三大指数大跌，道指跌约600点，纳指跌近2%。 科技股集体下跌。 | 了 筛选 | | 最新价 : | 涨跌幅 : □ | | --- | --- | --- | --- | | 高通 | N | 137.61 | -7.58% | | us QCOM | | | | | 甲骨文 | | 140.00 | -4.55% | | US ORCL | | | | | 谷歌-C | | 318.32 | -4.51% | | us GOOG | | | | | 亚马逊 | 1 | 222.79 | -4.38% | | US AMZN | | | | | 帯電时 | | 191.47 | -4.00% | | us CRM | | | | | 美国超威公司 | | 192.70 | -3.74% | | US AMD | | | | | 特斯拉 | | 391.17 | -3.66% | | US TSLA | | | | | 微软 | | 400.13 | -3.41% | | US MSFT | | | | | Applovin Corporation | | 375.85 | ...

存储芯片持续涨价态势正在对AI芯片市场带来普遍影响。 近日多家AI芯片大厂陆续发布财报，其中存储芯片涨价成为其中备受关注的话题，这尤其表现在与手机有高度关联的高通和联 发科。不仅如此，AMD和Arm也频繁被问及存储涨价对后续业绩的影响。 截至美东时间2月5日收盘，高通股价下跌8.46%、AMD下跌3.84%、Arm上涨5.7%。 面对短期内没有止涨态势的存储芯片影响，这些AI芯片大厂怎么预判后市？又准备如何应对？ AI芯片畅旺 不出意外，AI芯片大厂普遍收获了又一个再创新高的财报季。 Arm的收入包括两大部分，其一是特许权使用费（Royalty），期内实现收入7.37亿美元，同比增长 27%，这受益于每颗芯片更 高的特许权使用费率（比如采用Arm v9架构和Arm CSS计算子系统），以及数据中心中基于Arm架构芯片的使用量增加；其二 是授权许可（license）业务实现收入5.05亿美元，同比增长25%，这源于多项高价值许可协议的持续释放，以及积压订单的贡 献。 高通公司在截至2025年12月公历年份的2026财年第一财季，实现收入123亿美元，同比上涨5%。 AMD发布财报显示，2025财年第四季度营收创 ...

21世纪经济报道记者骆轶琪 AMD董事长兼首席执行官苏姿丰表示："2025年是AMD具有决定性意义的一年，公司实现了创纪录的 营收和收益。2026年的驱动力将来自高性能EPYC和Ryzen（锐龙）处理器的加速采用，以及数据中心 人工智能业务的快速扩张。" 存储芯片持续涨价态势正在对AI芯片市场带来普遍影响。 近日多家AI芯片大厂陆续发布财报，其中存储芯片涨价成为其中备受关注的话题，这尤其表现在与手 机有高度关联的高通和联发科。不仅如此，AMD和Arm也频繁被问及存储涨价对后续业绩的影响。 截至美东时间2月5日收盘，高通股价下跌8.46%、AMD下跌3.84%、Arm上涨5.7%。 面对短期内没有止涨态势的存储芯片影响，这些AI芯片大厂怎么预判后市？又准备如何应对？ 不出意外，AI芯片大厂普遍收获了又一个再创新高的财报季。 AMD发布财报显示，2025财年第四季度营收创下103亿美元的纪录，同比增长34%，驱动力主要来自数 据中心、客户端和游戏业务。 在第四季度中，AMD的数据中心部门营收达到创纪录的54亿美元，同比增长39%，这得益于市场对 AMD EPYC处理器的强劲需求以及Instinct GPU出货量的 ...

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%。 ...

U.S. equities experienced a challenging day on Thursday, February 5, 2026, as a significant sell-off in technology stocks and discouraging reports from the job market weighed heavily on investor sentiment. The tech-heavy Nasdaq Composite (NDAQ) and the benchmark S&P 500 (SPX) both closed sharply lower, marking their third consecutive day of losses, while the Dow Jones Industrial Average (DJIA) also retreated amidst a broad "risk-off" environment.The S&P 500 fell 1.2% to close at 6,798.40, recording its sixt ...

Advanced Micro Devices ( AMD ) reported a robust close to FY25 with upbeat top-line growth paired with substantial margin improvements. With an ambitious roadmap to release the MI400 Series GPUs in 2H26 and the MI500 Series GPUs in FY27, AMD may beMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional ...

I remember that it was around this time last year that we dealt with the fallout from DeepSeek ( DEEPSEEK ), as the Chinese AI company prodded a massive scare that took American AI investorsJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate a ...

I’ve become more optimistic on Advanced Micro Devices, Inc. ( AMD ), lately . For the first time in a while, the company is not just selling a GPU roadmap. It is laying out a real systemI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and a ...

I’ve become more optimistic on Advanced Micro Devices, Inc. ( AMD ), lately . For the first time in a while, the company is not just selling a GPU roadmap. It is laying out a real systemI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and a ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...