本文源自：金融界AI电报 周二，美国科技股七巨头指数涨0.36%，报195.68点。成分股英伟达收涨1.16%，Meta涨1.03%，亚马 逊、苹果、谷歌A、特斯拉至多涨0.39%，微软则收跌0.89%。此外，AMD收涨0.27%，台积电则收跌 0.46%，伯克希尔哈撒韦B类股跌0.62%，礼来跌0.70%。"超大"市值科技股指数跌0.07%，报372.20点。 除了特斯拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊之外，博通收跌0.92%，奈 飞跌1.40%，甲骨文跌1.43%，Salesforce跌1.95%，高通跌2.11%，Adobe跌2.59%。 ...

周二（3月10日），美国科技股七巨头（Magnificent 7）指数涨0.36%，报195.68点。成分股英伟达收涨 1.16%，Meta涨1.03%，亚马逊、苹果、谷歌A、特斯拉至多涨0.39%，微软则收跌0.89%。此外，AMD 收涨0.27%，台积电则收跌0.46%，伯克希尔哈撒韦B类股跌0.62%，礼来跌0.70%。"超大"市值科技股指 数跌0.07%，报372.20点。除了特斯拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊 之外，博通收跌0.92%，奈飞跌1.40%，甲骨文跌1.43%，Salesforce跌1.95%，高通跌2.11%，Adobe跌 2.59%。 来源：滚动播报 ...

Broadcom Inc. (NASDAQ:AVGO) is included among the 14 Stocks on the Verge of Becoming Dividend Aristocrats. RBC Capital Markets Lifts Broadcom (AVGO) Price Target, Points to Bullish FY27 Commentary On March 5, RBC Capital Markets raised its price recommendation on Broadcom Inc. (NASDAQ:AVGO) to $360 from $340. The firm reiterated a Sector Perform rating on the shares. The analyst said the company’s Q2 outlook looked solid. The commentary around FY27 was even more bullish, according to the research note. R ...

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Core Viewpoint - The demand for AI infrastructure is increasing, leading to significant growth in the semiconductor sector, with Citi identifying four key stocks poised for upside due to the AI boom [1]. Group 1: Company Highlights - **Nvidia (NVDA)**: Reported Q4 revenue of $68.1 billion, a 73% increase year-over-year, with data center sales at $62.3 billion, up 75%. The company expects Q1 revenue to be around $78 billion, indicating strong demand from hyperscalers for AI data centers, projected to exceed $630 billion by 2026 [1]. - **Broadcom (AVGO)**: Generated Q1 fiscal 2026 revenue of $19.31 billion, a 29% year-over-year increase. The company focuses on custom AI chips for hyperscalers, which is crucial as AI inference is expected to account for up to 70% of AI computing by 2027 [1]. - **Texas Instruments (TXN)**: Achieved Q4 revenue of $4.42 billion, a 10% increase year-over-year, with guidance for Q1 between $4.32 billion and $4.68 billion. The company is seeing a shift in revenue sources, with industrial and automotive sectors now making up about 75% of total revenue [1]. - **Monolithic Power Systems (MPWR)**: Reported Q4 revenue of $751.2 million, a nearly 21% year-over-year increase. The segment related to AI servers and high-performance computing now accounts for over 25% of total revenue, indicating a significant pivot towards AI infrastructure [1].

新力量 New Force 第一上海研究部 research@firstshanghai.com 总第 4977 期 2026 年 3 月 10 日 星期二 研究观点 【公司研究】 博通（AVGO,买入）：逐步交付 730 亿美元积压订单，27 年 AI 收入有望超 1000 亿美 元 评级变化 | 公司 | 代码 | 评级 | 目标价(港元） | | 2025年EPS(港元) | | | 2026年EPS(港元) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 新 旧 新 | 旧 | 变动 | 新 | 旧 | 变动 | 新 | 旧 | 变动 | | 博通（美元） | AVGO | 买入 买入 450.00 | 420.00 | 7% | 4.900 | 4.900 | 0% | 9.200 | 8.700 | 6% | 第一上海证券有限公司 香港中环德辅道中 71 号永安集团大厦 19 楼 咨询热线：400-882-1055 服务邮箱：Service@firstshanghai.com 网址：ww ...

2026 年 03 月 09 日 ▌算力：算力租赁价格平稳，REDSearcher 框架实现 深度搜索 Agent 技术突破 2026 年 3 月，REDSearcher 团队发布低成本、可扩展的深度搜 索 Agent 训练框架，其 30B 参数模型斩获开源模型 SOTA，还 超越 GPT-5-Thinking-high 等闭源模型，突破了深度搜索 Agent 训练的三大行业瓶颈。团队从图论角度定义任务复杂 度，实现高难度问题自动化合成与多模态扩展，还设计了两 阶段 Mid-Training 训练框架和 SFT+AgenticRL 后训练策略， 模型在多项权威基准测试中表现亮眼。 ▌AI 应用：Bing 周访问量环比+2.70%，GPT-5.4 开 启智能体新纪元 2026 年 3 月 6 日，OpenAI 发布其新一代旗舰模型 GPT-5.4。 该模型不仅在多个关键性能指标上表现卓越，更首次为通用 模型赋予了原生的电脑使用能力。该模型推出两种版本， ChatGPT 端的 GPT-5.4Thinking 与 GPT-5.4Pro 已全面上线， 开发者端 GPT-5.4 接入 API 与 Codex，并附带极速 ...

All three indexes staged a late comeback after Trump said the war was "very far ahead" of his initial four-to-five-week estimated time ‌frame. Early in the ⁠session, oil ⁠prices reached their highest levels since mid-2022 due to constricted supply arising from shipping disruptions as the war on Iran entered its tenth day. Ballooning energy prices could metastasize into a broader inflation spike at a time when many U.S. consumers are struggling with affordability. Crude prices fell, however, after sources s ...

记者丨张嘉钰 编辑丨曾静娇 周一（3月9日），美国三大股指全线收涨。道指涨0.5%；标普500指数涨0.83%，盘中一度跌超1.5%；纳指涨1.38%，基本收复自伊朗冲突以 来的全部跌幅。 据央视新闻报道， 特朗普称美国对伊朗战事已基本结束 。 | 道琼斯工业 | 纳斯达克指 | 标普500 | | --- | --- | --- | | 47740.80 22695.95 | | 6795.99 | | +239.25 +0.50% +308.27 +1.38% +55.97 +0.83% | | | | 美国科技七 中概科技龙 | | 中国金龙 | | 62299.79 3817.94 | | 7083.84 | | +812.56 +1.32% +80.23 +2.15% +122.79 +1.76% | | | | 道琼斯期货 纳斯达克100 标普500期货 | | | | 47660 24914.25 | | | | -109 - -0.23% -76.75 -0.31% -18.50 -0.27% | | | 大型科技股集体上涨，万得美国科技七巨头指数涨1.32%。英伟达、谷歌A涨超2% 。 半导 ...

Group 1 - The Direxion Daily Semiconductor Bull 3X ETF (SOXL) surged 11.6% on Monday, indicating strong investor interest in the semiconductor sector [1] - The VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX) also saw gains of 3.6% and 3.98% respectively, reflecting a broader rally in semiconductor stocks [1] - Key semiconductor companies like NVIDIA and Broadcom reported significant revenue growth, with NVIDIA's Q4 FY2026 revenue reaching $68.13 billion, up 73.2% year over year, and Broadcom's AI chip revenue hitting $8.4 billion, up 106% year over year [1] Group 2 - The semiconductor sector's recent rally follows a period of volatility, with strong earnings results contributing to renewed investor confidence [1] - The VanEck Semiconductor ETF had previously sold off, but the recent earnings season has led to a rebound, attracting investors back into the sector [1] - Broader market conditions, including a drop in oil prices and a relatively stable 10-year Treasury yield, have created a favorable environment for semiconductor stocks [1]