三大美股指进入2026年来首次两连跌，其中纳指跌1%、创近一个月最大跌幅；技股拖垮大盘，"科技七巨头"齐收跌，微软、亚马逊、Meta跌超2%；芯片指 数止步三连涨，博通跌超4%；尽管四季度业绩优于预期，美国银行和花旗仍分别收跌近4%和超3%，四季度利润逊色的富国银行跌超4%。中概股携程跌 17%。 欧美国债价格齐涨，十年期英债收益率创13个月新低，十年期美债收益率刷新一周低位。美元指数逼近四周高位后转跌；日本财相警告不排除任何手段干预 汇市后，连创一年半新低的日元转涨；离岸人民币小幅反弹、盘中曾重新站上6.97；加密货币继续走高，比特币一度较日低涨近4%、涨破9.7万美元创将近 两个月新高。 华见早安之声 市场概述 金属重启狂欢：金银连续三日创盘中历史新高，盘中黄金涨超1%、期银涨近8%；伦锡一度涨11%、和伦铜盘中齐创历史新高，伦镍收涨近6%、创一年半新 高。原油盘中跳水：特朗普言论似乎传递美伊局势缓和信号，盘中曾涨约2%的原油一度跌超3%。 亚洲时段，时隔十年融资保证金比例再提高，A股全天成交逼近4万亿，AI应用大涨，港股阿里拉升超5%，沪锡涨停、沪银涨超8%。 要闻 中国外贸加速回暖，12月以美元计价出 ...

一、市场: ●1月15日收盘：美股连续第二日收跌 市场关注银行财报与地缘政治风险 北京时间1月15日凌晨，美股连续两日收跌。道指、纳指、标普500指数均下滑，科技股尤其是芯片股拖累大盘，英伟达因芯片出口受阻等因素下跌。银行股 表现不佳，富国银行收入不及预期，美银和花旗虽业绩超预期，但难支撑高位市场，且本周银行板块因特朗普呼吁信用卡利率改革跌幅加剧。尽管PPI和零 售销售数据坚挺，但股市仍走低，市场担忧美联储独立性。此外，地缘政治风险上升，因伊朗局势及美伊关系紧张，油价连涨五天，特朗普还推动控制格陵 兰。 ●1月15日美股成交额前20：特斯拉FSD软件将仅提供按月订阅服务 周三美股成交额前20的部分公司有新动态。英伟达H200芯片出口或受阻，收跌1.44%。特斯拉将停止售卖完全自动驾驶软件，后续仅提供月订阅服务，收跌 1.79%。微软成Anthropic顶级客户，积极推广其模型，收跌2.40%。博通因债务重组引发偿债担忧，收跌4.15%。亚马逊将对意大利反垄断罚款上诉，收跌 2.45%。Meta投资AI获分析师认可，收跌2.47%。此外，Strategy因MSCI暂不剔除相关公司收高，英特尔因特朗普称苹果投资收 ...

Core Insights - Broadcom Inc. (AVGO) has underperformed the broader markets since the stock was upgraded to "Strong Buy" [1] - The company reported its Q4 2025 earnings last month, which are considered sufficient to maintain the "Strong Buy" rating [1] Company Analysis - The analyst, Dhierin-Perkash Bechai, specializes in aerospace, defense, and airline sectors, providing insights into investment opportunities within these industries [1] - The analysis is data-driven, leveraging in-house developed data analytics platforms to inform investment ideas [1] Industry Context - The aerospace, defense, and airline industry is characterized by significant growth prospects, which the analyst aims to contextualize through ongoing developments [1]

Core Viewpoint - Broadcom Inc. has underperformed the broader markets since the stock was upgraded to "Strong Buy" [1] Group 1: Company Performance - The company reported its Q4 2025 earnings last month, which are considered sufficient to maintain the "Strong Buy" rating [1] Group 2: Analyst Background - The analyst specializes in aerospace, defense, and airline sectors, aiming to identify investment opportunities within these industries [1] - The analyst has a background in aerospace engineering, providing context to industry developments and their potential impact on investment theses [1]

In late September, I upgraded Broadcom Inc. ( AVGO ) from a hold to a buy rating as there were strong indications that AI was successfully driving growth for the company. While the valuation wasI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I alway ...

截至目前，白宫尚未就关税的具体范围和实施细节作出进一步回应。市场人士认为，在最高法院关税裁 决悬而未决的背景下，特朗普政府通过232条款推进行业性关税，显示其在贸易政策上的"备用工具 箱"仍在发挥作用。 智通财经APP获悉，美国总统特朗普周三签署两项行政命令，对部分半导体和关键矿产加征关税。根据 白宫随行记者团报告，此次关税依据的是美国贸易法中的国家安全条款，即232条款。 截至周三收盘，半导体板块股票多数下跌，英伟达(NVDA.US)跌1.44%，甲骨文(ORCL.US)、博通 (AVGO.US)跌超4%；AMD(AMD.US)逆市涨超1%。稀土概念板块股票上涨，Critical Metals(CRML.US) 涨超32.5%，MP Materials(MP.US)涨超8.5%，Energy Fuels(UUUU.US)涨超7.6%。 此举正值投资者等待美国最高法院就特朗普政府援引《国际紧急经济权力法》(IEEPA)征收关税合法性 作出裁决之际。市场普遍认为，基于232条款实施的行业性关税，大概率不会受到最高法院裁决的直接 影响。 对于关键矿产关税的具体覆盖范围，目前仍不明朗。Tedford指出，考虑到通胀 ...

每经AI快讯，美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普 跌，甲骨文、博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆 势涨超3%。 ...

本文源自：金融界AI电报 美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普跌，甲骨文、 博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆势涨超3%。 ...

Broadcom stock (NASDAQ: AVGO) tumbled roughly 5% on Wednesday following Reuters reports that Chinese authorities instructed domestic companies to stop using cybersecurity software from about a dozen U... ...

Market Analysis by covering: Broadcom Inc. Read 's Market Analysis on Investing.com ...