Group 1 - Palantir Technologies Inc. reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates, leading to a 7% increase in shares to $158.05 in after-hours trading [1] - Advanced Micro Devices Inc. is expected to post quarterly earnings of $1.32 per share on revenue of $9.67 billion, with shares gaining 1.9% to $250.84 in after-hours trading [1]

Market Analysis by covering: Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Monday.U.S. stocks settled higher on Monday, with the Dow Jones index gaining more than 500 points during the session.Stocks recorded gains last month, with the S&P 500 gaining 1.4% and the Dow adding 1.7% for January. The Nasdaq recorded a monthly gain of 1%.Markets digested the fallout from President Donald Trump’s nomination of Kevin Warsh as the next Federal Reserve c ...

规模方面，科创半导体ETF近2周规模增长10.89亿元，实现显著增长，新增规模位居可比基金1/3； 半导体设备ETF华夏最新规模达27.75亿元。 流动性方面，科创半导体ETF盘中换手5.25%，成交4.31亿元；半导体设备ETF华夏盘中换手 3.68%，成交1.04亿元。 资金净流入方面，科创半导体ETF近4天获得连续资金净流入，最高单日获得3.43亿元净流入，合 计"吸金"6.16亿元，日均净流入达1.54亿元；半导体设备ETF华夏最新资金净流出5419.15万元。拉长时 间看，近10个交易日内有8日资金净流入，合计"吸金"2.08亿元，日均净流入达2081.40万元。 消息面上，台积电的2nm产能已被全球科技巨头的订单全部预订完毕。其中，AMD计划于2026年 开始生产基于2nm工艺的CPU，而谷歌和AWS据称分别计划于2027年第三季度和第四季度采用该工艺。 此外，英伟达计划于2028年推出其"Feynman AI"GPU，预计将采用台积电的A16工艺，该工艺采用背面 供电设计。 截至2026年2月3日 10:20，上证科创板半导体材料设备主题指数强势上涨1.96%，成分股欧莱新材 上涨7.67%，兴 ...

智通财经2月3日讯（记者 王碧微 付静）半导体产业中，CPU常被视为依循技术迭代稳步增长的品类，价格难有太大波动。但近日AI的风终于吹到了CPU 上，有传言称，相关厂商产能紧张、服务器甚至消费级产品价格均有上涨趋势。 实际情况究竟怎样？智通财经记者日前走访深圳华强北发现，CPU的涨价潮尚未蔓延至C端，消费级CPU的价格较12月几乎没有变化；而服务器级CPU价格 则在销售终端发生分化，同一型号产品在不同商家处甚至出现了涨价、不变、降价三种情况。同时，不少CPU商家向记者直言，由于CPU变化太小，近期不 卖CPU，主要做内存。 万创投行副总裁代智勇告诉智通财经记者，这一轮价格变化更偏向结构性分化，而非全品类、全面上涨。 "接下来预计CPU市场仍将延续分化特征。消费级CPU价格整体以稳定为主；而服务器端，尤其是面向AI算力、高性能计算等特定应用的CPU，价格表现可 能存在短期波动，但在产能逐步释放、系统方案优化的背景下，出现全面、持续性大幅上涨的可能性并不高。"代智勇说。 涨价进度几何？ 图片来源：智通财经记者/摄 近期，各类CPU涨价甚至缺货的消息在市场上流传。 有媒体援引KeyBanc数据称，由于超大规模云服务 ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

The tech stock is a buy ahead of its upcoming earnings report, according to one Wall Street analyst.Shares of Advanced Micro Devices (AMD +3.95%) climbed on Monday, following bullish analyst remarks. By the close of trading, AMD's stock price was up about 4%. Second place could still be highly profitable AMD doesn't have to be Nvidia. That's the view of Wedbush analyst Matt Bryson.Bryson argues that there's no need for AMD to match its far larger rival's massive market share in advanced artificial intellige ...

Core Viewpoint - The article highlights a significant rebound in the U.S. stock market, particularly in the semiconductor sector, driven by optimistic forecasts for DRAM prices by Goldman Sachs, which predicts a substantial increase in prices for 2026 [1][3][4]. Semiconductor Sector - The U.S. stock market saw a strong performance with major indices rising, particularly the Dow Jones, which increased by over 1%, and the S&P 500 approaching historical highs [1][3]. - Semiconductor stocks experienced a collective surge, with the Philadelphia Semiconductor Index rising by 1.7%. Notable performers included SanDisk, which surged over 15%, and Western Digital, which rose nearly 8% [3][4]. - Analysts suggest that capital moving out of precious metals and cryptocurrencies is seeking new investment opportunities, with the storage chip sector poised to attract this influx of funds due to strong fundamentals [3][4]. DRAM Price Forecast - Goldman Sachs has significantly raised its price forecasts for DRAM, predicting a 90%-95% quarter-over-quarter increase in Q1 2026, following a 45%-50% increase in Q4 2025. This outlook exceeds previous market expectations [4]. - In the PC DRAM segment, TrendForce has adjusted its price forecast for Q1 2026 to a 105%-110% increase, surpassing Goldman Sachs' earlier estimate of 80%-90%, indicating potential for further price increases [4]. Economic Indicators - The ISM reported a surprising rise in the U.S. manufacturing PMI for January, jumping from 47.9 to 52.6, indicating expansion and the fastest growth rate since 2022, driven by robust new orders and production [6]. - The new orders index reached 57.1, a significant increase from the previous 47.7, while the production index also showed strong growth, suggesting a rebound in factory activity after a prolonged period of contraction [6]. - Employment index recorded 48.1, indicating a slowdown in job losses within the manufacturing sector, although it remains below the expansion threshold [6].

Group 1 - Trump and Modi reached a trade agreement to reduce tariffs on Indian goods from 25% to 18% and cancel an additional 25% tariff on Indian purchases of Russian oil. India committed to purchasing over $500 billion worth of U.S. goods in sectors including energy, technology, agriculture, and coal [2] - SpaceX announced the completion of its acquisition of xAI, with SpaceX valued at approximately $1 trillion and xAI at around $250 billion, resulting in a combined valuation of $1.25 trillion [2] Group 2 - The U.S. Labor Statistics Bureau will not release the January non-farm employment report due to a partial government shutdown, and the December job openings report will also be postponed [4] - U.S. stock markets saw all three major indices rise, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56%. Notable tech stocks like Intel rose nearly 5%, while Nvidia fell over 2% [5][6] - The Nasdaq Golden Dragon China Index fell 0.65%, with significant declines in Chinese stocks such as XPeng down 8.2% and BYD down 6.7% [5] Group 3 - The U.S. dollar index increased by 0.64%, while the offshore and onshore RMB showed slight fluctuations [8] - Gold and silver experienced significant volatility, with spot gold dropping over 4% and silver declining nearly 7%. WTI crude oil futures fell by approximately 4.71% [6][8] Group 4 - The Chinese manufacturing PMI for January rose to 50.3, indicating continued expansion, driven by improvements in employment and new orders [22] - Citigroup raised its GDP forecast for Hong Kong to 3.2% for the year, reflecting a more stable recovery in major industries [24]

Group 1 - The market is expected to enter a medium to long-term consolidation phase after a short-term momentum decline [10] - The Shanghai government has initiated a program to purchase second-hand housing for affordable rental housing projects, targeting new citizens, young people, and graduates [5] - The Ministry of Industry and Information Technology has approved a new national standard for automotive door handles, set to be implemented in 2027, addressing safety and usability issues [5] Group 2 - The National Development and Reform Commission and other departments have released guidelines for the construction of a low-altitude economy standard system, aiming for over 300 standards by 2030 [3] - The Ministry of Finance has introduced a temporary method for long-term asset input tax deduction, allowing full deduction for mixed-use assets upon purchase [4] - The stock of Guokai Military Industry has experienced significant price fluctuations, with a recent announcement clarifying that its commercial aerospace projects are still in the R&D phase and have minimal impact on revenue [7]