Market Overview - The U.S. stock market opened mixed on February 4, with the Nasdaq down 0.87%, the Dow Jones up 0.21%, and the S&P 500 down 0.29% [1] - Major tech stocks mostly declined, with AMD dropping over 13% due to Q1 guidance falling short of some analysts' expectations [1][2] - Other notable declines included Meta down 1.86%, Nvidia down 0.9%, Amazon down 0.62%, and Microsoft down 0.29% [1] Company Performance - AMD's stock price fell to $209.22, reflecting a decrease of 13.58% [2] - Meta Platforms reported a stock price of $678.83, down 1.86% [2] - Nvidia's stock price was $178.71, down 0.90% [2] - Amazon's stock price was $237.15, down 0.62% [2] - Microsoft reported a stock price of $410.03, down 0.29% [2] - Tesla's stock price decreased by 0.14% to $421.39 [2] - Intel's stock price increased by 0.19% to $49.35, while Qualcomm rose by 2.59% to $150.99, and Apple increased by 2.98% to $XXX [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell over 2%, closing at 7457.16 points [3] - Notable declines among popular Chinese stocks included Kingsoft Cloud down 7.39%, NetEase down 6.93%, and Bilibili down 6.12% [3][4] - Baidu and Futu Holdings both dropped over 4.7%, while Tencent Music fell over 4.2% [3] Commodity Market - On February 4, spot gold rose by 0.93% to $4987.59, while spot silver increased by over 4.1%, reaching $89.57 per ounce [5][6] - Brent crude oil rose by 0.07% to $67.38 per barrel, while WTI crude oil fell to $63.19 per barrel, down 0.03% [6] Employment Data - In January, the U.S. ADP employment numbers increased by 22,000, which was below the forecast of 45,000 and the previous value of 41,000 [8]

Group 1 - The Dow Jones Industrial Average futures rose by 0.2% and S&P 500 futures increased by 0.1%, while Nasdaq 100 futures fell by 0.4% in response to weaker-than-expected jobs data [1] - Advanced Micro Devices (AMD) experienced a stock drop despite reporting better-than-expected earnings, indicating a shift in investor sentiment away from tech stocks [1] - Investors are moving out of technology stocks and into consumer staples, regional banks, precious metals, and industrials, reflecting a broader market trend [1] Group 2 - Eli Lilly's stock surged due to strong earnings and guidance driven by obesity drugs, highlighting a positive performance in the healthcare sector [1] - The stock market is currently experiencing a rally, with the Dow achieving its ninth consecutive month of gains, indicating a bullish trend overall [1] - Upcoming earnings reports from major companies like Google, Amazon, and AMD are anticipated to influence market movements significantly [1]

Core Viewpoint - Advanced Micro Devices (AMD) CEO Lisa Su defended the company's forecast, indicating a recent increase in demand for chips, particularly in the AI sector, despite a significant drop in share price [1][2] Group 1: Demand and Performance - AMD has experienced a notable increase in demand over the last two to three months, particularly in its datacenter business [1] - The demand for AMD's central processing units (CPUs) is described as "going gangbusters," driven by businesses rapidly increasing compute capabilities for AI enterprise work [2] - The company's fourth-quarter results exceeded Wall Street expectations, although the outlook was perceived as weak by some analysts [2]

US stocks were little changed on Wednesday as investors continued to rotate out of technology shares and assessed fresh signs of slowing momentum in the labor market. The S&P 500 edged up 0.1% in midd... ...

Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]

（文章来源：每日经济新闻） 每经AI快讯，2月4日，AMD下跌13%，创2022年10月以来最大跌幅。 ...

Shares of Advanced Micro Devices, Inc. (AMD) are falling about 12 percent on Wednesday morning trading despite no corporate-related announcements to impact the movement.The company's shares are currently trading at $211.46 on the Nasdaq, down 12.81 percent. The stock opened at $209.79 and has climbed as high as $218.58 so far in today's session. Over the past year, it has traded in a range of $76.48 to $267.08.AMD closed trading at $242.11 on Tuesday. For comments and feedback contact: editorial@rttnews.co ...

Group 1: Market Overview - The U.S. stock market opened mixed on February 4, with the Nasdaq down 0.28%, the Dow Jones up 0.4%, and the S&P 500 up 0.11% [1] Group 2: Company Earnings - Eli Lilly reported Q4 revenue of $19.292 billion, a 43% year-over-year increase, with net income of $6.636 billion, up 50%, and earnings per share of $7.39, reflecting a 51% increase [2] Group 3: Mergers and Acquisitions - Texas Instruments announced an agreement to acquire Synaptics for $7.5 billion, with investors receiving $231 in cash per share, expected to close in the first half of 2027 [3] Group 4: Index Inclusion Rules - Nasdaq proposed a "fast-track" rule to expedite the inclusion of newly listed large companies into the Nasdaq 100 index, allowing them to join on the 15th trading day post-listing, significantly shorter than the current three-month wait [4] Group 5: Strategic Partnerships - Prosus entered a three-year agreement with Amazon Web Services (AWS) to expand its artificial intelligence applications across Latin America, Europe, and India [5] Group 6: Production Plans - Toyota plans to increase hybrid vehicle production by approximately 30% by 2028, targeting 6.7 million units, up from a planned 5 million units in 2026, with significant expansion in the U.S. [6]

AMD Can't Bridge the Gap Between AI Hope and Near-Term Reality - 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.# AMD Can't Bridge the Gap Between AI Hope and Near-Term RealityBy [Martin Baccardax]ShareResize---ReprintsIn this article[AMD][NVD ...

Evercore ISI将AMD的目标价从283美元上调至328美元，仍维持"跑赢大市"评级。(格隆汇) ...