科技股普跌，甲骨文跌超4%，闪迪、博通跌超3%，英伟达、微软、美光科技跌逾2%，英特尔、特斯拉 等跌超1%。 | 名称 | 涨跌幅 ▲ | 坝价 | | --- | --- | --- | | 甲骨文(ORACLE) | -4.16% | 144.060 | | 博通(BROADCOM) | -3.43% | 310.655 | | 闪进 | -3.04% | 632.100 | | 英伟达(NVIDIA) | -2.50% | 180.269 | | 超威半导体(AMD) | -2.55% | 198.480 | | 微软(MICROSOFT) | -2.38% | 392.150 | | 美光科技(MICRON TECHNOLOGY) | -2.38% | 405.655 | | 英特尔(INTEL) | -1.88% | 44.607 | | 西部数据(WESTERN DIGITAL) | -1.87% | 276.970 | | 高通(QUALCOMM) | -1.74% | 143.060 | | 特斯拉(TESLA) | -1.66% | 401.780 | | 苹果(APPLE) | -1.29 ...

智通财经APP获悉，周五盘前，美股芯片股普跌，截至发稿，英伟达(NVDA.US)跌超1.6%，昨日收跌近 5.5%；博通(AVGO.US)跌超2.8%，AMD(AMD.US)跌超1.7%，台积电(TSM.US)跌超1.5%，美光科技 (MU.US)跌2.3%，闪迪(SNDK.US)跌超2.8%。 ...

Core Insights - The article emphasizes the potential of investing in dividend ETFs as a strategy for generating income and growing a portfolio over time [1] Group 1: Dividend ETFs Overview - The State Street SPDR S&P Dividend ETF (SDY) has 155 high-quality holdings and offers a 2.35% annual yield, focusing on companies that have consistently increased dividends for at least 20 years [1] - The Vanguard High Dividend Yield ETF (VYM) features a low expense ratio of 0.04% and a 2.33% dividend yield, with a diverse holdings list of 562 companies, including major market players [1] - The iShares International Select Dividend ETF (IDV) provides a 4.63% dividend yield with a focus on established international companies, despite a higher expense ratio of 0.5% [1][2] Group 2: Performance Metrics - The SDY ETF's share price has increased by 40% over the past five years, indicating strong growth potential alongside its dividend yield [1] - The VYM ETF has seen a remarkable 63% increase in share price over the last five years, excluding dividend payments [1] - The IDV ETF's share price has grown by 42% in the past five years, showcasing its potential for both dividend income and capital appreciation [2]

Core Viewpoint - Broadcom's recent announcement of its 2nm custom compute chip positions the company favorably in the AI market, despite a temporary decline in stock prices following Nvidia's earnings report. The sell-off is viewed as a buying opportunity for investors focused on long-term growth in AI infrastructure [1][2]. Group 1: Broadcom's Innovations and Market Position - Broadcom has begun shipping the industry's first 2nm custom compute system-on-a-chip (SoC), which offers 10-15% higher performance or 25-30% lower power consumption compared to 3nm chips [1]. - The new chip is designed for high-performance AI and HPC applications, with volume shipments expected in the second half of 2026 [1]. - Analysts project that Broadcom will capture approximately 60% of the AI server compute ASIC market by 2027, supported by a substantial AI-related backlog of $73 billion [1]. Group 2: Competitive Landscape and Strategic Implications - Nvidia's strong performance has led to a reassessment of the competitive landscape for AI chip suppliers, including Broadcom, raising concerns about customer concentration and overall AI capital expenditure [1]. - Broadcom's custom ASICs are among its highest-margin products, and the company is not attempting to replace Nvidia's GPUs but rather to carve out a niche in high-margin, high-volume segments of the market [1]. - The efficiency advantages of Broadcom's 2nm designs are expected to drive demand as hyperscalers seek to optimize performance and reduce costs in their AI infrastructure [1].

兄弟姐妹们啊，英伟达的财报发布之后，没想到今晚美股科技股集体暴跌，全崩了！ 另外，黄金、白银、原油市场短线拉升。有迹象显示美伊谈判依然紧张，这再次引发了市场对军事冲突可能导致伊朗石油供应中断的担 忧。 目前，美国和伊朗正在日内瓦进行第三轮核谈判。距离特朗普设定的达成协议截止日期仅剩最后几天，市场情绪高度敏感。 在本交易日早些时候，作为调解方的阿曼官员曾表示双方交换了"创造性和积极的想法"，受此乐观情绪影响，油价一度大幅跳水，但随 后局势再度陷入胶着。 存储芯片股集体暴跌。 分析师表示，投资者在看到收入、净利润和指引远超预期后并未陷入狂热，原因是英伟达很少在这些指标上失手，"但它没能做到的是缓 解投资者对其在不断演进的计算世界中护城河收窄的担忧，也没能解释清楚其在AI可能彻底改变从网络安全、外卖到银行等各类业务的 世界中将如何应对"。 还有分析师表示，"市场目前正处于与广泛的AI担忧抗争的阶段。令投资者深感不安的是，既然核心客户——这些超大规模云服务商—— 正在通过AI相关的资本支出消耗掉大部分现金流，英伟达未来该如何维持其惊人的增长率？" 一起看看发生了什么事情。 2月26日晚间，美股三大指数开盘之后不久，就 ...

（来源：科创100ETF基金） 美股持续走低，截止发稿纳斯达克综合指数跌1.1%。英伟达股价下跌4.18%，报187.38美元/股。台积电 跌2.84%。博通跌5.1%，阿斯麦跌4.36%，美光科技跌2.86%。 来源：市场资讯 ...

格隆汇2月26日｜博通向Fujitsu交付一款全新客制化人工智能芯片设计，通过堆栈组件以节省能源，并 预期大型数据中心营运商将于今年稍后时间采用有关技术。公司客制化芯片部门市场营销副总裁Harish Bharadwaj表示，有关堆栈设计可在提升能源效率的同时，实现更高数据传输量。 ...

费城 半导体指数跌超4%。英伟达公布强劲的业绩及指引后仍遇冷跌超4%，拖累半导体板块走低，应用 材料跌超6%，博通、阿斯麦跌超5%，美光科技、英特尔、台积电跌超4%，AMD、安森美半导体跌超 3%。(格隆汇) ...

费城半导体指数跌超4%。英伟达公布强劲的业绩及指引后仍遇冷跌超4%，拖累半导体板块走低，应用 材料跌超6%，博通、阿斯麦跌超5%，美光科技、英特尔、台积电跌超4%，AMD、安森美半导体跌超 3%。(格隆汇) ...

Advanced Micro Devices, Broadcom Stocks Drop After Nvidia Earnings. Here's Why. - 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.# Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings. Here's Why.By [Nate Wolf]ShareResize---Re ...