While a lot of the market has also been under pressure, clearly, investors saw something they didn't like in these latest earnings.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and ...

【导读】绝地反击，暴涨了，道指创新高 中国基金报记者 泰勒 兄弟姐妹们啊，我今天在外面送了一天奶茶，终于回来给大家写稿子了。 今晚市场情绪又上演大反转，全线暴涨，一起找找原因。 2月6日晚间，美股三大指数暴涨，道指暴涨900点再创历史新高，纳指涨超1.3%。 | 49814.92 | 22836.09 | | 6890.75 | | | | --- | --- | --- | --- | --- | --- | | 道琼斯指数 +1.85% | | 纳斯达克综合指数 +1.31% | 标普500指数 +1.36% | | | | 道琼斯指数(INDEXDJX:. DJI) | | | 加自选 | | | | 49810.91 +902.19 +1.84% | | | 62.93 万球友关注 交易中 02-06 11:05:39 美东时间 | | | | 最高:49826.97 | 今开:49032.19 | 52周景高: 49826.97 | 量比:1.63 | | | | 最低: 49032.19 | 昨收:48908.72 | 52周最低:36611.78 | 振幅:1.63% | | | | 成交量:2 ...

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 ...

美股科技股集体反弹，AMD涨超6%，英伟达、博通涨超5%，台积电涨超4%，甲骨文涨超3%，特斯拉 涨2%，微软、苹果涨超1%。 本文源自：金融界AI电报 ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, AVGO either through stock ownership, options, or other derivatives. I wrote this a ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in the context of investments in complex instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website discusses the high risks associated with cryptocurrencies and CFDs, highlighting that they are complex instruments with a significant potential for financial loss [1]. - It encourages users to conduct their own research and fully understand the workings and risks of any financial instruments before investing [1].

The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ind ...

SAI总裁兼CEO约翰.纽菲尔(John Neuffer)表示："全球半导体行业在2025年创下历史最高销售额，接近 8000亿美元。2026年全球销售额预计将达到约1万亿美元。半导体是几乎所有现代技术的基石，AI、物 联网、6G、自动驾驶等新兴技术将持续推动芯片的强劲需求。" AI热潮已席卷芯片产业的几乎每个角落。纽菲尔透露，他在近期访问硅谷时，多家中小型企业高管均 对2026年市场前景表示乐观。 芯片需求旺盛 凤凰网科技讯北京时间2月6日，据路透社报道，美国半导体行业协会(SIA)周五表示，今年全球半导体 销售额预计将达到1万亿美元。 SIA称，2025年全球半导体销售额为7917亿美元，同比增长25.6%。这一迅猛增长预计将持续到今年， 因为全球各大科技公司正斥资数千亿美元建设AI数据中心。 数据显示，增长最快、同时也是规模最大的芯片类别，是英伟达、AMD和英特尔生产的先进计算芯 片。此类产品的销售额在2025年增长了39.9%，总计达到3019亿美元。第二大类别是存储芯片，在AI热 潮导致供应短缺的背景下，其价格大幅上涨。存储芯片销售额增长了34.8%，达到2231亿美元。 纽菲尔对路透社表示："我听 ...

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Group 1 - The Direxion Daily Semiconductor Bear 3X Shares ETF (SOXS) is designed to provide investors with -3x the daily performance of the NYSE Semiconductor Index [1] - Investors are becoming more critical of the semiconductor sector, indicating a potential shift in market sentiment [1] Group 2 - Michael Del Monte is a buy-side equity analyst with expertise in technology, energy, industrials, and materials sectors [1] - Del Monte has over a decade of experience in professional services across various industries, including oil and gas, midstream, and consumer discretionary [1]