美股大型科技股多数走强，甲骨文大涨超9%，微软、博通、AMD大涨超3%，英伟达、Meta涨超2%， 特斯拉涨超1%，谷歌小幅收涨；苹果跌超1%，亚马逊小幅收跌。 科技股全线反攻。 隔夜美股市场，科技股反弹提振市场情绪，纳指大涨近1%，道指再创历史新高。以黄金、白银为首的 贵金属全线大涨，COMEX黄金期货涨超2%，COMEX白银期货大涨8%。 有分析指出，美元持续走弱为风险资产和黄金、白银提供了额外支撑。美东时间2月9日，美元大幅走 弱，衡量美元对六种主要货币的美元指数大跌0.84%，跌破97关口。对此，美国亚特兰大联储主席博斯 蒂克表示，他开始看到人们对美元信心产生质疑。美联储理事米兰则表示，美元目前的这种程度的下 跌，还没有对货币政策产生实质性的影响。 全线大涨 美东时间2月9日，美股三大指数低开高走，道指再创历史新高，标普500指数逼近历史高点。截至收 盘，道指涨0.04%，标普500指数涨0.47%，纳指涨0.90%。 消息面上，甲骨文大幅飙涨主要受到D.A． Davidson上调评级的提振。D.A.Davidson分析师吉尔·卢里亚 认为，市场对甲骨文的抛售可能已过度。 谷歌母公司Alphabet计 ...

周五美股成交额第1名英伟达收高2.4%，成交371.99亿美元。高盛将英伟达目标价定为250美元，预计 Q4营收将达673亿美元 高盛认为，英伟达有望带来20亿美元的营收"惊喜"。该行分析师预计，英伟达2025财年第四季度营收将 达到673亿美元，同时在盈利端也将超出市场预期。 "我们预计英伟达在第四财季的营收将超出预期约20亿美元，而我们对第一财季营收的预测也比市场共 识高出8%。" 高盛分析师在研究报告中写道，"我们对第四财季和第一财季的每股收益（EPS）预测， 分别比市场高出5%和9%。" 上周晚些时候，Stifel也进行了类似的评级下调，分析师对微软Azure云计算业务的增长速度提出警告。 Melius分析师Ben Reitzes写道："由于Anthropic推出的Cowork等产品，微软强大的365软件可能会面临挑 战，甚至可能为了保持竞争力而不得不免费提供 Copilot，这将损害其利润最丰厚的'生产'部门的增长和 利润率，消耗Azure的内部产能，限制该业务超预期的表现。" 第7名美光收跌2.84%，成交117.64亿美元。半导体研究机构指出，美光或无缘Rubin首年订单，HBM4 成韩系寡头内 ...

2025 has been a year of structural transformation for Advanced Micro Devices, Inc. ( AMD ) as it moved from a component manufacturer to a full-stack architect of data center and AI infrastructure. I lastAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that ...

2025 has been a year of structural transformation for Advanced Micro Devices, Inc. ( AMD ) as it moved from a component manufacturer to a full-stack architect of data center and AI infrastructure. I lastAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that ...

SANTA CLARA, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Today AMD (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer, effective immediately. Kelman will lead the AMD global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman will report to Ruth Cotter, Senior Vice President and Chief Administrative Officer, and will work closely with the AMD executive team to deepen engagement with ...

美股三大指数集体低开，标普500指数、纳指随后转涨，截至发稿，道指跌0.14%，纳指涨0.11%，标普500指数涨0.18%。wind显示，2267只个股上涨， 2884只个股下跌。 减肥药概念股普涨，诺和诺德涨超6%，礼来涨超2%，因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大跌24%。 诺和诺德2月9日早些时候宣布，已就Hims & Hers公司在美国市场销售的复方司美格鲁肽产品侵犯专利提起诉讼。诺和诺德称，Hims通过宣传活动突出其 复方司美格鲁肽产品，误导消费者和医疗专业人士相信这些未经批准的药物具有临床效益和安全性。Hims持续非法大规模配制注射剂版本，使用非正规 原料药生产，这些仿制品正危及患者健康与福祉。 2月9日，Hims & Hers声明称，诺和诺德的诉讼是对数百万依赖复方药获得个性化治疗的美国民众公然的攻击，大型制药企业再次将美国司法体系武器化 以限制消费者选择。声明称，Hims & Hers长期为数百万美国人提供安全获取个性化医疗服务的渠道，将继续奋战以保障选择权、可负担性及可及性。 (9 2026/02/25 (美东) 盘后发布财报 宁 1D ▼ 5日 日K 周K 月K 李K ...

2月9日，美股三大指数集体低开，纳指跌0.37%，道指跌0.21%，标普500指数跌0.26%。 大型科技股涨跌不一，闪迪跌超4%，超威半导体跌近2%；甲骨文涨近5%。 | 名称 | 涨跌幅 现价 | | --- | --- | | 道琼斯工业平均 | -0.21% 50008.58 | | 纳斯达克指数 | -0.37% 22945.34c | | 标普500 | -0.26% 6914.06 | 热门中概股集体下跌，纳斯达克中国金龙指数跌0.7%，理想汽车、哔哩哔哩、新东方、蔚来跌超 3%，携程集团、百度集团、腾讯音乐、京东集团跌超1%。 | 名称 | 涨跌幅 ▲ | 现价 | | --- | --- | --- | | 理想汽车 | -3.80% | 18.250 | | 昨週歩1 | -3.30% | 30.490 | | 新东方 | -3.30% | 60.650 | | 劇来 | -3.08% | 4.885 | | 搜狐 | -2.57% | 15.939 | | 携程集团 | -1.95% | 58.240 | | 百度集团 | -1.64% | 143.540 | | 小马智行 | -1.3 ...

US stocks turned higher on Monday, after a turbulent week that ended with the Dow closing above 50,000 for the first time as investors face another busy schedule of earnings and economic data. The S&P 500 (^GSPC) rose around 0.5%, while the tech-heavy Nasdaq Composite (^IXIC) gained nearly 1%. The Dow Jones Industrial Average (^DJI) hovered around the flatline, keeping above its milestone. Wall Street continues to debate the AI disruption risk to software companies, with a sharp decline in shares of Mon ...

Enrollment for 4FRONT-1, the first registrational trial for 4D-150 in wet AMD, was completed within an approximately 11-month period, ahead of initial projections 4FRONT-1 overenrolled and expected to exceed 500 patients randomized, reflecting strong interest from investigators and patients Topline data from 4FRONT-1 expected in H1 20274FRONT-2 global site activation momentum continues, with enrollment completion on track for H2 2026 and topline data expected in H2 2027 EMERYVILLE, Calif., Feb. 09, 2026 (GL ...

Investment Rating - The investment rating for the industry is "Outperform" (maintained) [3] Core Insights - The release of the Claude Opus 4.5 model by Anthropic in November 2025 marked a significant turning point for AI agents, leading to a notable increase in CPU demand as it transitioned from a supportive unit to a central scheduling and execution hub [4][6] - The report anticipates a substantial rise in CPU demand driven by the explosion of AI agents, with server CPU configurations evolving from 1:32 to 1:4, and even reaching 1:2 in next-generation products [4][60] - The CPU market is expected to experience a price increase due to rising demand, precious metal material costs, and a scarcity of advanced process capacity, with a 10% price increase already observed as of February 2026 [4][66][69] - The report highlights the competitive landscape of the global CPU market, predicting Intel's market share in server CPUs to be around 55% and AMD's to be approximately 40% by 2026, indicating a clear dominance and head effect [4][72] Summary by Sections 01 Phenomenon of AI Agents - The report discusses the emergence of AI agents as a transformative event in the industry, emphasizing their capabilities in autonomous perception, planning, execution, reflection, and memory [12][18] 02 Evolution of Opus 4.5 Model - Opus 4.5 is described as a significant advancement in AI coding, enabling end-to-end autonomous software engineering capabilities and improving the delivery rate of complex tasks [27][29] - The model's pricing strategy allows for a balance between performance and cost, enhancing its market competitiveness [28][29] 03 Explosion of CPU Demand Under AI Agents - The report outlines how the shift to AI agents necessitates a reevaluation of CPU roles, with CPUs becoming essential for executing complex tasks and managing high concurrency [60][61] - It predicts that the server CPU market will see a significant increase in demand, with a projected market size of $45 billion by 2026 [72]