记者丨刘雪莹 编辑丨曾静娇 美东时间周二，美股三大指数仅纳指小幅收涨，标普500指数连续第三个交易日下跌。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 48114.26 | 23111.46 | 6800.26 | | -302.30 -0.62% +54.05 +0.23% -16.25 -0.24% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7556.33 | 25087.50 | 6794.75 | | -25.72 -0.34% -5.75 -0.02% -28.25 -0.41% | | | 大型科技股普涨，特斯拉涨超3%，创历史新高，市值一夜增加485亿美元（约合人民币3415亿元），达 1.63万亿美元，超越博通，成为美国市值第七大公司。此外甲骨文涨超2%，Meta涨超1%。 油气、能源板块跌幅居前，英国石油跌超4%。加密货币概念、计算机硬件板块涨幅居前，Hut 8涨近 4%，Strategy、SanDisk涨超3%。 | 1小时爆仓 | $102.33万 | 4小时爆仓 | $1186.87万 | | --- | - ...

博通 ( AVGO .US)和 甲骨文 ( ORCL .US)发布财报后遭遇股价惊魂一日， 博通 接连暴跌，两日内失血17%。上周五， 瑞银 与 博通 ( AVGO .US)管理团队举行了线下投资者会议，结合会议沟通内容，该行认为上周五的市场反应属于过度反 应。基于管理层对2026财年AI 半导体 业务收入的相关表述，该行上调了业绩预期，预计2026财年AI 半导体 收入将超 600亿美元，同比增长近3倍，并将目标价由472美元上调至475美元。 鉴于当日公司股价大幅回调，且本季度业绩公布后投资者疑问集中爆发，该行认为该股已成为市场普遍看好的多头 标的。 博通 的AI业务综合毛利率接近60%——XPU业务毛利率在55%以上，AI网络业务毛利率在80%以上。 博通 预计AI 收入综合毛利率 在60%以上，但因包含转售组件，机架产品的发货毛利率会更低。最终2026财年的毛利率将取决 于新增AI订单的结构，但 博通 预计2026财年毛利率同比下滑，而营业利润率大概率同比持平。 4、公司未明确该210亿美元机架订单的毛利率，但 未反驳45%-50%的市场预期;同时重申，受此影响，2026财年 毛利率将同比下滑，但营业 ...

科技股普遍下跌。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | --- | | 安谋 | | 119.15 | -4.20% | | US ARM | | | | | Applovin Corporation | | 660.55 | -2.16% | | US APP | | | | | 美光科技 | | 233.70 | -1.60% | | us MU | | | | | 高遵 | | 176.60 | -1.48% | | us QCOM | | | | | 台积电 | | 285.04 | -0.94% | | us TSM | | | | | 阿斯麦 | | 1077.86 | -0.92% | | US ASML | | | | | 英特尔 | | 37.32 | -0.51% | | US INTC | | | | | 博通 | | 338.20 | -0.48% | | US AVGO | | | | | 赛富时 | | 253.58 | -0.39% | | us CRM | | | | | 苹果 | W | 273.73 | -0.14 ...

Broadcom's AI growth is impressive. But its latest profit margin message is a reality check for the stock's pricey valuation.Broadcom (AVGO +0.44%) shares have fallen about 18% from recent highs, with much of that decline coming when the semiconductor and data-center networking specialist reported fiscal fourth-quarter results and issued guidance for the current quarter.Interestingly, the drop was not sparked by weak sales. In fact, sales soared during the quarter. So what caused the stock to get hammered? ...

Key Takeaways ALAB is seeing strong demand for PCIe 6, Ethernet, and fabric switches across AI infrastructure builds. ALAB expects UA Link and custom connectivity solutions to unlock new growth in next-gen AI systems.AVGO is benefiting from booming AI networking demand and a $73B AI-related order backlog.Astera Lab (ALAB) and Broadcom (AVGO) are major players in the AI infrastructure market, specifically in high-speed connectivity solutions like PCIe and CXL retimers and switches. While Astera Labs focuses ...

Artificial intelligence has been a significant driver of the stock market over the past three years.Concerns about artificial intelligence (AI) stocks and their monster valuations aren't exactly new, but the market is now being less coy about it. Following a big multiyear run for the sector, it appears that some investors are setting a high bar for AI stocks. No longer are announcements about higher capital expenditures for AI infrastructure build-out purely driving stocks higher, as investors start to ques ...

By STAN CHOE, AP Business WriterNEW YORK (AP) — The U.S. stock market is slipping on Tuesday following mixed data on the economy’s strength, which did little to clear uncertainty about where interest rates may be heading. The S&P 500 fell 0.6% in afternoon trading and remains a bit below its all-time high set last week. The Dow Jones Industrial Average was down 342 points, or 0.7%, as of 12:45 p.m. Eastern time, and the Nasdaq composite was 0.3% lower.Treasury yields eased a bit, following a larger initial ...

Beth Kindig is a veteran technology analyst with more than 14 years of experience covering both the private and public markets. She began her career in Silicon Valley in 2011—just as technology overtook oil as the world’s most valuable industry—and quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including Android Developers Conference, Advertisi ...

Beth Kindig is a veteran technology analyst with more than 14 years of experience covering both the private and public markets. She began her career in Silicon Valley in 2011—just as technology overtook oil as the world’s most valuable industry—and quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including Android Developers Conference, Advertisi ...

Key Takeaways MRVL launched the Golden Cable initiative to speed adoption of AEC for AI data centers.MRVL gains from traction in scale-up switches, 1.6T connectivity and next-gen 200G per lane DSPs.MRVL posted 37.8% YoY growth in data center revenues in Q3.Marvell Technology (MRVL) is transforming itself into a key contributor to the connectivity hardware solutions for AI infrastructure and data centers. The company recently launched the Golden Cable initiative to accelerate and expand the Active Electrical ...