资讯日报：日本自民党在众议院选举中取得胜利 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 9 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 周常失 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 26.560 | (1.21) | (3.02) | 3.63 | | 恒生科技 | 5.346 | (1.11) | (6.51) | (3.08) | | 恒生国企 | 9.031 | (0.68) | (3.07) | 1.32 | | 上证指数 | 4.066 | (0.25) | (1.27) | 2.44 | | 日经225 | 53.818 | 0.81 | 1.75 | 7.78 | | 新加坡海峡 | 4.976 | (0.83) | 0.60 | 0.00 | | 标普500 | 6.798 | 1.97 | (0.10) | 1.27 | | 纳斯达克 | 22,541 | 2.18 | (1.84) | (0.91) ...

以下文章来源于航通社 ，作者航通社 本文作者：书航 ，头图来自：AI生成 进入2月，全球软件股遭遇一次似曾相识的抛售。 2月4日，汤森路透创下史上最大单日跌幅15.8%，LegalZoom暴跌近20%，RELX下跌14%，FactSet 下跌10.5%，Salesforce和Workday也出现明显下跌。标普500软件与服务指数连续五个交易日下跌近 13%，较10月高点跌去26%。有交易员将此称为"SaaSpocalypse"——SaaS的末日。 起因是1月13日，Anthropic推出了Claude Cowork，这是把交互不友好的Claude Code的主要能力， 向非技术用户下放的通用AI智能体 （Agent） ，可以读取、编辑和创建用户电脑上的文件。1月30 日，Anthropic为Cowork推出了11个开源插件，涵盖法律、金融、销售、市场营销等垂直领域。 航通社 . 你应该知道的历史、现在和未来 | lishuhang.me | @lishuhang 一个超级简单的结论就产生了：如果Claude Cowork的用户能用自然语言下令，获得和购买使用超高 价企业软件同等水平的结果，那么软件巨头们的专业 ...

Japan's Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP) speaks to the media at the LDP headquarters on general election day in Tokyo, Japan, Feb. 8, 2026.Japan's Sanae Takaichi and her ruling Liberal Democratic Party secured an overwhelming mandate in Sunday's election, sweeping a supermajority — which means the LDP holds two-thirds or more seats in the Lower House — and ushering her back as the country's prime minister.The outcome gives Takaichi broad latitude to pursue h ...

Broadcom Inc. (NASDAQ:AVGO) is one of the 13 Best Extremely Profitable Stocks to Invest in Now. Broader Analyst Sentiment on Broadcom Inc. (AVGO) Remains Bullish Amid Growing Demand for Google’s TPUs The consensus price target for Broadcom Inc. (NASDAQ:AVGO) is $460 as of February 2, 2026, representing 38.55% upside. Nearly all analysts remain bullish on the stock. The latest analyst update came from Wolfe Research, which raised its price target to $400 and upgraded Broadcom Inc. (NASDAQ:AVGO) from ‘Neu ...

Core Viewpoint - Broadcom Inc. (NASDAQ:AVGO) is recognized as one of the best extremely profitable stocks to invest in, with a consensus price target of $460, indicating a potential upside of 38.55% as of February 2, 2026 [1]. Analyst Sentiment - Wolfe Research has raised its price target for Broadcom to $400 and upgraded the stock from 'Neutral' to 'Buy', driven by increasing demand for Alphabet's Tensor Processing Units (TPUs), which are expected to reach 7 million units annually by 2028 [2]. - Wells Fargo upgraded Broadcom to 'Overweight' and increased its price target to $430, citing sustained momentum in AI semiconductors and strong growth in infrastructure software [4]. Market Position and Financial Outlook - Broadcom is positioned as a key beneficiary of structural changes in the AI chip market, particularly due to Google's strategy to offer TPUs to external clients [3]. - Wolfe Research has improved its long-term outlook for Broadcom, projecting revenues of $154.5 billion and earnings per share (EPS) of $16 by 2027 [3]. - AI networking revenue is expected to grow by 75% this year, with AI chip revenue projected to reach $44 billion by 2026 [3]. Company Focus - Broadcom specializes in designing and supplying semiconductors and infrastructure software for data centers, networking, AI computing, and enterprise technology platforms globally [5].

Core Viewpoint - Broadcom Inc. (NASDAQ:AVGO) is experiencing significant interest from analysts and investors, with notable upgrades and positive outlooks from firms like Wells Fargo and Jefferies, driven by growth in the software infrastructure and AI semiconductor markets [2][3]. Group 1: Stock Performance - Broadcom's shares have increased by 47% over the past year but have seen a decline of 4.4% year-to-date [2]. - Wells Fargo upgraded Broadcom's shares to Overweight from Equal Weight and raised the price target to $430 [2]. - Jefferies reiterated a Buy rating with a price target of $500, citing factors such as Alphabet's capital expenditure guidance and Broadcom's strength in custom-on-package solutions [2]. Group 2: Analyst Commentary - Jim Cramer has highlighted Broadcom multiple times, expressing confidence in CEO Hock Tan's capabilities and suggesting that the stock should see significant upward movement [3]. - Cramer noted that despite a downtrend in the NDX, Broadcom's stock was performing well, indicating a potential buying opportunity [3].

Core Viewpoint - Broadcom is a $1.5 trillion company that remains relatively unknown compared to other major firms, but it has significant growth potential in the AI semiconductor market [1][2]. Company Overview - Broadcom's current market capitalization is approximately $1.6 trillion, with a stock price of $333.06 and a gross margin of 64.71% [8]. - The company has a dividend yield of 0.73% and expects its AI semiconductor revenue to double year over year, indicating strong growth potential [8]. Growth Potential - Over the next two years, Broadcom is expected to experience substantial growth, potentially elevating its profile similar to Nvidia's rise in the market [2]. - Wall Street analysts project a 52% revenue growth for Broadcom in fiscal year 2026, with 39% growth expected in fiscal year 2027, suggesting a strong upward trajectory [9]. Competitive Landscape - Broadcom is positioning itself as a significant competitor to Nvidia in the AI computing market by developing custom AI chips tailored for hyperscalers, which are more cost-effective than Nvidia's GPUs [4][5]. - The company already has major clients, including Google, utilizing its chips, and more AI hyperscalers are expected to adopt Broadcom's technology through 2026 and 2027 [6]. Market Positioning - Broadcom's strategy to partner with AI hyperscalers and focus on application-specific integrated circuits (ASICs) allows it to capture market share from Nvidia, which has dominated the AI computing space [5][6]. - The anticipated growth in AI semiconductor revenue is expected to significantly contribute to Broadcom's overall revenue, despite other business units growing at a slower pace [8].

Broadcom Inc. (NASDAQ:AVGO) is one of the most promising future stocks to buy now. Broadcom Inc. (NASDAQ:AVGO) announced on February 3 the industry’s first Wi-Fi 8 access point (AP) and switch solution, purpose-built with a unified architecture for AI-ready enterprise networks. The new enterprise-grade Wi-Fi 8 AP platform builds on Broadcom Inc.’s (NASDAQ:AVGO) first-to-market Wi-Fi 8 radios launched in October 2025, and is powered by the BCM49438, which is a new accelerated processing unit (APU) chip spec ...

据彭博社援引知情人士消息，欧盟监管机构近期已要求欧洲云服务企业提交相关证据，证实博通在2023 年以610亿美元完成对VMware的收购后，修改软件授权条款的行为对其造成了不可逆的损害。监管机 构的这一举措，通常意味着欧盟或即将针对此事启动正式反垄断调查。按照相关规则，若被认定存在反 垄断违规行为，博通将面临最高达其全球年收入10%的罚款。 来源：环球网 【环球网科技综合报道】2月8日消息，据彭博社报道，欧盟监管机构正针对博通收购VMware后调整软 件授权政策、涉嫌滥用市场支配地位的行为加大审查力度，相关行为或引发欧盟深入的反垄断调查，若 被认定违规，博通或将面临高额罚款。 欧盟委员会发言人对此表示，已收到有关博通VMware产品分销的相关投诉，并且正"密切关注博通合作 伙伴计划近期变动的相关进展"。事实上，欧盟对该事件的审查早有铺垫，2024年4月，欧盟委员会就已 开始向市场征询博通收购VMware后的政策变动信息，此次要求企业提交证据，标志着监管机构正进一 步深入调查投诉方呼吁紧急干预的相关案件。 欧盟监管审查的升级，核心源于博通收购VMware后推行的一系列软件授权政策调整。欧洲云服务贸易 协会CIS ...

在生成式ＡＩ引爆全球科技竞赛之后，算力已成为攸关国家战略、产业主导权与企业生死存亡的核心 军备。从ChatGPT掀起第一波浪潮，到各国政府、科技巨头竞相投入大型语言模型（ＬＬＭ）与加速 运算架构，随着投入金额与能源消耗快速攀升，市场也意识到，真正决定ＡＩ效能上限与成本结构 的，并非单纯堆叠通用型ＧＰＵ，而是能否打造「为特定工作量而生」的专用芯片。ASIC正是在这 场算力决战中，市场正着眼的焦点所在。 ASIC重塑算力版图 ASIC的核心在于以高度客制化的硬体设计，换取远高于通用芯片的效能功耗比与长期成本优势。不 同于ＧＰＵ的广泛适用性，从架构设计阶段即深度绑定目标工作负载，能精准配置运算单元、记忆体 层级与资料通道，最大程度降低无效运算与能源浪费，这使ASIC在大规模、长时间运行的ＡＩ训练 与推论场景中，能显著拉开与ＧＰＵ的成本差距。因而成为云端服务商（ＣＳＰ）与大型科技公司在 追求极致能效比与总拥有成本（ＴＣＯ）优化下的必然选择。 公众号记得加星标⭐️，第一时间看推送不会错过。 真正决定AI效能上限与成本结构的，并非单纯堆叠通用型GPU，而是能否打造为特定工作量而生的 专用芯片。 AI模型规模与应用场景不断 ...