格隆汇2月4日｜随着人工智能热潮的继续推进，英伟达很可能失去如今的主导地位，因为越来越多的大 型数据中心运营商为降低成本，正在采购定制芯片（ASIC），这将让英伟达的通用型芯片"跌落云 端"。研究公司Counterpoint在一份报告中指出，博通预计将在2027年继续保持其作为顶级AI服务器计算 ASIC设计合作伙伴的领先地位，市场份额进一步扩大至60%。同时，与博通合作紧密的台积电也将快 速扩张。作为定制芯片的主要代工选择，该公司几乎完全吃下全球前十大数据中心及ASIC客户的晶圆 制造订单，市场份额接近99%。Counterpoint预测，在英伟达通用型GPU独占鳌头的阶段之后，人工智 能芯片热潮的第二阶段将变成ASIC与GPU的激烈竞争，且博通和台积电有望成为最大赢家。 ...

智通财经2月4日讯（编辑 马兰）随着人工智能热潮的继续推进，英伟达很可能失去如今的主导地位， 因为越来越多的大型数据中心运营商为降低成本，正在采购定制芯片（ASIC），这将让英伟达的通用 型芯片"跌落云端"。 ASIC与GPU 英伟达GPU的核心优势是大规模并行计算能力，适合处理矩阵乘法、卷积运算等人工智能任务。但随着 数据中心投入和能耗问题的不断加剧，各大数据中心所有公司正在思考更加高效简约，且符合自身需求 的解决方案。 如博通为谷歌设计的TPU，其核心是脉动阵列架构，专注于矩阵乘法等张量运算，其能效比是英伟达 H100的2到3倍，而推理成本则低30%至40%。高盛分析师James Schneider指出，TPU技术从v6发展到v7 还将帮助每个token的成本下降70%。 研究公司Counterpoint在一份报告中指出，博通预计将在2027年继续保持其作为顶级AI服务器计算ASIC 设计合作伙伴的领先地位，市场份额进一步扩大至60%。 与此同时，与博通合作紧密的台积电也将快速扩张。作为定制芯片的主要代工选择，该公司几乎完全吃 下全球前十大数据中心及ASIC客户的晶圆制造订单，市场份额接近99%。 Cou ...

Got to talk about software looking a little sick, but this is nothing new. We've been tracking the dichotomy between semiconductors and software for a while. Neither one had a particularly good day, but uh software came out way worse.And let's just take a look. This is our heat map of software today. Only Cisco in the green.This is not comprehensive, but you sort by performance. You can see, look, a lot of these names down 9 10%. So, this is kind of a big deal here.And then if we take a look at the year-to ...

美股三大指数集体收跌，道指跌0.34%，纳指跌1.43%，标普500指数跌0.83%，热门科技股普跌，博通跌超3%，微软、英伟达、Meta跌超2%。稀土概念、有 色金属、贵金属涨幅居前，黄金资源涨超20%，南方铜业涨超11%，美洲白银公司涨超8%，泛美白银涨超5%。应用软件、加密货币、减肥药概念股跌幅居 前，诺和诺德跌超14%，Coinbase、Circle跌超4%，礼来、辉瑞跌超3%。沃尔玛收涨2.94%，市值首次突破1万亿美元大关。 纳斯达克中国金龙指数收跌0.94%，热门中概股里，大全新能源收跌5.6%，B站跌4%，金山云跌3.5%，阿里巴巴跌2.9%，百度、携程、Boss直聘、贝壳跌超 2%，蔚来涨0.8%，小马智行涨2%，华住涨2.2%，新东方涨2.3%，理想涨2.7%，阿特斯涨4.1%，小鹏涨4.3%。 ...

Core Viewpoint - The market is currently favoring hardware and industrial companies while software companies are facing significant declines, driven by fears of obsolescence due to AI advancements [2][4][19]. Group 1: Market Trends - The Dow dropped 167 points, reflecting a broader market trend where software stocks are being heavily sold off, with the NASDAQ down 1.43% [2]. - High-quality enterprise software stocks like Salesforce, ServiceNow, and Adobe reported strong earnings but still saw their stock prices decline significantly [4]. - The market sentiment indicates a collective belief that software companies are at risk of being replaced or diminished by AI technologies [5][16]. Group 2: Company Performance - Major software companies such as Microsoft, Salesforce, Oracle, and Adobe experienced stock declines ranging from 3% to 11% [10][11]. - Companies that utilize software, like Procter & Gamble and FedEx, are currently performing well despite their own earnings challenges [8]. - Private equity firms with stakes in enterprise software companies are also facing pressure, as the market for new public offerings in this sector appears to be closing [18]. Group 3: Investment Strategies - There is a growing trend of investors using ETFs to short software stocks, indicating a bearish outlook on the sector [9]. - Some analysts suggest that it may be prudent to take advantage of the current low prices of certain tech stocks that are being unfairly dragged down by the broader software sell-off [12]. - The shrinking price-to-earnings multiples for software companies suggest that investors are becoming increasingly cautious about future earnings potential [16][17].

来源：@究竟视频微博 【#英伟达微软跌超2.8%#，沃尔玛市值破1万亿美元，#金银价格强劲反弹#】*纳指几乎回吐年内涨幅 *避险需求回流，国债收益率回落，金银强劲反弹 大型科技股普遍承压。英伟达收跌2.84%，连续第三个交易日回落。微软下跌2.87%，特斯拉基本持 平、微涨0.04%，苹果回落0.20%。AlphabetA类股下跌1.16%，C类股跌1.22%；亚马逊下挫1.79%，博通 跌幅达3.26%，超威半导体下跌1.69%，Meta Platforms下滑2.08%。 沃尔玛上涨逾2%，受数字业务增长和新客户获取带动，公司市值首次突破1万亿美元。 大宗商品市场方面，金银价格在连续两个交易日大幅下跌后强劲反弹。现货黄金在纽约尾盘上涨 5.2%，报每盎司4906.82美元，自周一低点4403.24美元显著回升，但仍低于上周创下的5594.82美元历史 高位。4月交割的纽约黄金期货上涨6.1%，结算价报4935美元。现货白银上涨4.8%，报每盎司83.23美 元。 *AI竞争冲击估值，软件与数据分析板块承压 美国股市周二下跌，科技股抛售拖累标普500指数和纳斯达克综合指数明显走低，投资者对人工智能相 关投入 ...

周二美股成交额第1名英伟达收跌2.84%，成交363.81亿美元。至此英伟达已连续第三个交易日下跌。 昨日有报道称英伟达计划向OpenAI投入1000亿美元的计划已陷入停滞，因公司内部对OpenAI的商业模 式和长期竞争态势产生严重疑虑。 不过英伟达CEO黄仁勋周二表示，公司对OpenAI的投资计划仍"按部就班推进"。 "此事完全不存在争议，相关说法纯属无稽之谈，" 黄仁勋称，"我们十分乐意与OpenAI合作。"黄仁勋 同时表示，英伟达将参与OpenAI的下一轮融资。他称这轮融资将成为"历史上规模最大的私人融资"。 他还补充道，英伟达会考虑参与OpenAI未来的所有融资轮次，并希望参与OpenAI最终的首次公开募 股。 第2名微软收跌2.87%，成交247.46亿美元。至此该股已经连续四个交易日下跌，今年迄今已下跌约 15%。该公司近日公布了第四季度财报，这家科技巨头在营收和盈利两方面均超出市场预期，然而财报 发布后其股价大幅下跌。 第3名特斯拉收高0.04%，成交236.97亿美元。据央视新闻消息，当地时间2月3日，法国巴黎检察院表 示，当天已对美国企业家马斯克旗下社交媒体平台X位于法国的办公场所展开搜查。 ...

Broadcom stock (NASDAQ: AVGO) plunged about 6.6% in heavy trading on Tuesday as investors digested worries that rapid AI-driven sales could squeeze margins. Tuesday's slide took the Broadcom stock pri... ...

Walmart hits $1 trillion market cap - UPI.comTrending[Trump, Harvard][Artemis II][Canada crash][Tulsi Gabbard][World record teacher][Grok probe][Disney president][Camera mystery][U.S. News]Feb. 3, 2026 / 2:13 PM1 of 5 | The Walmart Marketplace sign shines at the 2023 SEMA Show at the Las Vegas Convention center in 2023. Walmart just reached the $1 trillion market cap. File Photo by James Atoa/UPI | [License Photo]Feb. 3 (UPI) -- Walmart's stock rose by 1% Tuesday to launch the company into the $1 trillion c ...

Broadcom Inc. (NASDAQ:AVGO)  on Tuesday announced the launch of its first-ever Wi-Fi 8 access point (AP) and switch solution, designed for AI-driven enterprise networks. • Broadcom shares are sliding. Why is AVGO stock dropping?Broadcom Unveils First Wi-Fi 8 AP and Switch for AI-Driven Enterprise NetworksThe new platform aims to optimize wireless networking and AI processing at the enterprise level, enhancing both performance and security.Wi-Fi 8 Solution Integrates AI and High-Performance NetworkingThe Wi- ...