Group 1 - The China Academy of Space Technology has successfully transitioned the Land Detection Satellite No. 4 and the Ocean Salinity Detection Satellite into operational status, showcasing advancements in microwave remote sensing technology and enhancing China's observation systems in marine and disaster reduction fields [2] - The world's first 20-megawatt offshore wind turbine has successfully connected to the grid in Fujian, marking a significant milestone in China's offshore wind power capabilities, with a weight reduction of over 20% compared to industry averages and improved wind capture and power generation efficiency [2] - Intel and AMD have informed Chinese customers about CPU supply shortages, with delivery times potentially extending up to six months, leading to a price increase of over 10% for Intel's server products in China due to tight supply conditions [2] - The first domestically produced electric vertical takeoff and landing (eVTOL) aircraft has successfully completed its maiden flight in Chongqing, demonstrating an innovative design that allows seamless transition between land and air travel [2]

证券研究报告 超威半导体(AMD) (AMD US) 客户集中度和订单节奏成焦点 华泰研究 年报点评 投资评级(维持): 买入 目标价(美元): 300.00 何翩翩 研究员 SAC No. S0570523020002 SFC No. ASI353 +(852) 3658 6000 易楚妍 联系人 yichuyan@htsc.com SAC No. S0570124070123 SFC No. BXH065 +(86) 21 2897 2228 韩冬冰* 联系人 SAC No. S0570125070150 handongbing@htsc.com +(86) 21 2897 2228 基本数据 | 收盘价 (美元 截至 2 月 3 日) | 242.11 | | --- | --- | | 市值 (美元百万) | 394,165 | | 6 个月平均日成交额 (美元百万) | 10,324 | | 52 周价格范围 (美元) | 76.48-267.08 | 股价走势图 经营预测指标与估值 | 会计年度 (美元) | 2025 | 2026E | 2027E | 2028E | | --- | --- | ...

Market Overview - The US stock market experienced a significant rally, with the Dow Jones Industrial Average surpassing the 50,000 points mark for the first time in history, closing at 50,115.67 points, up 2.47% [3] - The S&P 500 index rose by 1.97% to 6,932.3 points, while the Nasdaq Composite increased by 2.18% to 23,031.21 points [3] - Weekly performance showed mixed results, with the Dow gaining 2.5% while the Nasdaq fell by 1.84% and the S&P 500 dipped by 0.1% [3] Sector Performance - Major technology stocks saw a boost, with the US Technology Seven Index rising by 1.02% [4] - Semiconductor stocks performed well, with the Philadelphia Semiconductor Index surging, AMD increasing by over 11%, and Broadcom rising by over 7% [8] Individual Stock Highlights - Nvidia's stock surged by 7.81%, closing at $185.41 per share, with a total market capitalization of $450.55 billion [8] - Tesla's shares rose by 3.48%, while Microsoft and Apple also saw increases; however, Amazon fell by 5.62%, Google by 2.5%, and Meta by 1.31% [7][8] Chinese Stocks - Chinese stocks listed in the US saw a general increase, with the Nasdaq Golden Dragon China Index rising by 3.71% [9] - Notable performers included Alibaba, which rose over 3%, Baidu increasing by over 5%, and Li Auto rising by over 6% [10] Commodity Market - Spot gold prices surged nearly 4%, reaching a high of $4,971.39 per ounce, and currently trading at $4,966.61 per ounce [12] - Spot silver prices also saw a significant increase, breaking $78 per ounce with a daily rise of 9.7% [14] Federal Reserve Insights - Federal Reserve Vice Chairman Jefferson indicated that the current interest rate stance is appropriate for a stable economy, despite inflation remaining above the 2% target [17] - The Fed's recent rate cuts have brought rates to a range of 3.5% to 3.75%, aligning with market expectations for a neutral level that neither stimulates nor suppresses the economy [18]

ALSO READ: Quote of the Day by Kendrick Lamar: 'I learned, when I look in the mirror…'—Top quotes by the most awarded rapper in Grammy historyHow did the Dow Jones reach 50,000?The The rally came after a difficult stretch earlier in the week, when technology shares dragged markets lower amid concerns over artificial intelligence spending and valuations. By Friday, investors appeared to decide that the sell-off had gone too far, prompting a broad return to equities.Live EventsWhat did Trump say about the Dow ...

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 Feb. 6, 59% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate a 13% 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 index a ...

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 ...

Market Overview - The U.S. stock market indices experienced a significant rebound, with all three major indices rising over 1% as of February 6, 22:50 Beijing time, indicating a recovery from previous sell-offs in AI stocks [1][2] - Major technology stocks saw substantial gains, with Nvidia up 5.6%, AMD up 7%, and Broadcom up 5.1%, driven by renewed interest in AI infrastructure following Amazon's announcement of a $200 billion capital expenditure plan [1][2] Precious Metals - The precious metals market also saw a strong recovery, with spot gold rising 3.39% to $4,939.35 per ounce and spot silver increasing 7.22% to $76.02 per ounce as of the same time [2][3] - Morgan Stanley's report suggests that the long-term bullish trend for gold remains intact, supported by a weak dollar environment, as long as the dollar index stays below 100 [3] Geopolitical Developments - Recent negotiations between Iran and the U.S. in Muscat, Oman, have concluded temporarily, with both sides agreeing to continue discussions, which may impact market sentiment and geopolitical stability [4][5] - The situation remains tense, with Iran expressing readiness to respond to any military actions, particularly in light of increased U.S. military presence in the region [5]

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 ...