来源：市场资讯 （来源：价值研学社） 昨夜，美股暴力反弹了！ 美三大指数周五收盘全线暴涨，道指涨2.47%、史上首次站上5万点大关，创下历史里程碑；标准普尔 500种股票指数上涨1.97%，逼近历史高位；纳斯达克综合指数上涨2.18%，科技股成为反弹核心引擎。 大型科技股普遍上涨，表现最突出的是芯片股，成为本轮反弹的"领头羊"：ARM、超微电脑涨超11%， 西部数据、AMD涨逾8%，英伟达涨近8%，博通涨超7%，希捷科技、台积电涨逾5%，芯片产业链全环 节集体走强，反映出市场对半导体行业需求复苏的强烈预期。 除核心科技股外，一些小型科技概念股尤为活跃，细分赛道表现惊艳，其中量子计算、无人机、核电概 念股成为三大亮点。 与此同时，加密货币、贵金属等板块也同步大幅反弹。加密货币市场整体回暖，直接带动加密货币相关 产业链上市公司股价集体走强，板块整体涨幅显著；贵金属板块，凭借兼具避险与抗通胀的双重属性， 在全球流动性宽松预期下，成为资金的重要配置方向，白银、黄金相关产业链整体表现强势。 那么，发生了什么？ 引发全球风险偏好飙升、带动美股全线反弹的核心变量，是美伊核谈判取得突破性进展，中东紧张局势 出现实质性缓和。 ...

Core Viewpoint - Chip stocks experienced a rally due to expectations of increased spending on AI data centers by major companies like Amazon and Alphabet, leading to significant gains for companies such as Nvidia, Advanced Micro Devices, and Broadcom [1][12]. Company Performance - Nvidia's stock rose by 7.8%, Advanced Micro Devices surged 8.3%, and Broadcom climbed 7.1%, contributing to a 5.7% increase in the PHLX semiconductor index [1][12]. - CrowdStrike and Palantir both saw increases of over 4%, while the S&P 500 Software & Services index added 2.4%, ending a streak of seven consecutive sessions of losses [6][12]. - Roblox's stock rallied nearly 10% after projecting fiscal 2026 bookings above estimates, while Reddit's stock fell 7.4% despite forecasting first-quarter revenue above analysts' expectations [9][12]. Market Trends - The Dow Jones Industrial Average surpassed the historic 50,000 mark, with the S&P 500 climbing 1.97% to 6,932.30 points and the Nasdaq gaining 2.18% to 23,031.21 points [7][12]. - Nine of the 11 S&P 500 sector indexes rose, with information technology leading at a 4.1% increase, followed by a 2.84% gain in industrials [8][12]. - The S&P 500 energy sector index reached a record high, along with industrials and consumer staples [8][12]. Investor Sentiment - There is a noted volatility in the AI-related trade, but analysts believe there is real demand for AI products and a necessity for significant spending to support this growth [3][12]. - Over half of S&P 500 companies reported quarterly results, with approximately 80% exceeding analysts' expectations, significantly higher than the typical beat rate of about 67% [9][12].

Group 1: Core Insights - The article presents a weekly roundup of the top 50 keywords in the AI sector, highlighting significant developments and trends in the industry [2] - Key players mentioned include Tencent, Anthropic, Google, and NVIDIA, indicating a competitive landscape in AI advancements [3][4] Group 2: Categories and Summaries - **Computing Power**: Tencent's HPC-Ops open-source initiative is noted as a significant development in enhancing computational capabilities [3] - **Models**: Various AI models are highlighted, including Sonnet 5 from Anthropic and Qwen3-Coder-Next from Alibaba, showcasing ongoing innovation in model development [3][4] - **Applications**: Google is actively developing AI applications such as Chrome AI and Genie 3, while Tencent is involved in the public testing of its Yuanbao platform [3][4] - **Technology**: NVIDIA's Earth-2 open model is mentioned, indicating advancements in AI technology and its applications [4] - **Events**: Significant events include SpaceX's acquisition of xAI and record revenue reported by Google, reflecting the financial impact of AI developments [4] - **Opinions**: Various viewpoints are shared, including discussions on the authenticity of AI outputs and the competitive landscape in AI innovation, particularly in China [4]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 【导读】美股集体收涨，道指历史性突破 5 万点关口，芯片股普涨，中国资产拉升； 现货 金、银暴涨 大家好，今天是周六，一起聚焦海外市场最新收盘表现与本周整体走势。 美东时间 2 月 6 日周五收盘，美国股市大幅收涨，道指历史性突破 5 万点关口，热门科技 股普涨，中概股收涨。 据报道，美国总统特朗普对此发文：道琼斯工业平均指数历史上首次突破 50000 点。祝贺美 国！ 来看具体市场情况 —— 美国三大股指集体上涨 昨夜今晨，美股三大股指大幅收涨。截至收盘，道琼斯工业平均指数涨 2.47% ，报 50115.67 点；标普 500 指数涨 1.97% ，报 6932.3 点；纳斯达克综合指数涨 2.18% ， 报 23031.21 点。 从周度表现看，三大指数涨跌不一。其中，纳指累跌 1.84% ，道指累涨 2.5% ，标普 500 指数累跌 0.1% 。 板块方面，昨夜今晨美股大型科技股拉升，万得美国科技七巨头指数涨 1.02% 。 个股方面，英伟达大涨 7.81% ，现报 185.41 美元 / 股。 英伟达 CE ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 瑞银集团的持仓曝光！ 瑞银集团最新披露的13F文件显示，该机构去年第四季度大幅减持明星科技股。被减持的公司涉及英伟 达、微软、谷歌、苹果、亚马逊、美光科技、特斯拉等。更具信号意义的是，美股科技股"七巨头"中，瑞 银仅小幅增持Meta。 瑞银集团是全球最大的财富管理机构之一，管理资产规模超过7万亿美元（约合人民币49万亿元）。文件 显示，截至2025年底，瑞银集团持有的证券市值为 6166.83亿美元，环比减少5.65%。英伟达、微软、 苹果、博通和亚马逊等十大重仓股合计占该机构投资组合的14.52%。 去年四季度，瑞银减持英伟达1004万股，持股数量较上季末下降11.47%；减持苹果527万股，环比减少 10.57%；减持微软232万股，环比减少7.64%；减持谷歌221万股，环比减少9.05%；减持亚马逊166 万股，环比减少4.57%；减持特斯拉71万股，环比减少15.09%。科技"七巨头"中，瑞银仅小幅增持 Meta，增持股数为7.86万股。 此外，瑞银还减持了美光科技162万股，持股数量下降至839万股；减持甲 ...

据悉，四家科技巨头的资本支出规划均剑指人工智能工具市场主导权，彭博社数据显示，四家公司2026年的资本支出预算均接近或超过过去三年总和，单家 支出规模也将刷新过去十年最高纪录。如此庞大的支出规模，业内称其先例仅能在上世纪90年代电信泡沫时期，或是19世纪美国铁路网建设、战后州际公路 投资、罗斯福新政救济计划中找寻参照。数据显示，这一支出规模较去年同期预计增长60%，背后是成排搭载昂贵处理器的服务器落地，也引发了一系列连 锁反应：相关领域借贷规模创历史新高，能源供应紧张问题加剧，开发商与担忧水电成本上涨的社区间的矛盾也随之凸显。同时，市场担忧这四家在美经济 活动中占比持续提升的企业，其巨额支出可能扭曲建筑支出、GDP、耐用品及就业报告等宏观经济数据，让整体经济表现看似更趋健康。 【环球网财经综合报道】据彭博社等外媒报道，全球人工智能赛道竞争日趋白热化，美国四大科技巨头Alphabet、亚马逊、Meta、微软公布2026年资本支出 计划，总额高达约6500亿美元，这笔巨资将主要投向数据中心新建及配套设备布局，规模创下本世纪以来新高，也成为全球数据中心建设浪潮加速的重要推 手。 DA Davidson分析师Gil ...

瑞银集团的持仓曝光！ 瑞银集团最新披露的13F文件显示，该机构去年第四季度大幅减持明星科技股。被减持的公司涉及英伟达、微 软、谷歌、苹果、亚马逊、美光科技、特斯拉等。更具信号意义的是，美股科技股"七巨头"中，瑞银仅小幅增 持Meta。 瑞银集团是全球最大的财富管理机构之一，管理资产规模超过7万亿美元（约合人民币49万亿元）。文件显 示，截至2025年底，瑞银集团持有的证券市值为 6166.83亿美元，环比减少5.65%。英伟达、微软、苹果、博 通和亚马逊等十大重仓股合计占该机构投资组合的14.52%。 不过，昨晚美股集体大涨，科技股亦是集体大幅反弹。截至美股收盘，道指涨2.47%站上50000点创收盘新 高，纳指涨2.18%，标普500指数涨1.97%。 美国科技股七巨头（Magnificent 7）指数涨1.15%，其中成份股英 伟达收涨7.87%，特斯拉涨3.50%，微软涨1.90%，苹果涨0.80%，Meta收跌1.31%，谷歌A跌2.53%，亚马逊 跌5.55%。 批量减持明星科技股 日前，瑞银集团向美国证券交易委员会(SEC)递交了截至2025年12月31日的第四季度持仓报告(13F)。数据显 示， ...

景林向美国SEC提交的最新13F表显示，在截至去年12月31日的四季度末节点，中国知名私募的美股持仓市值达到40.4亿美元，谷歌（Alphabet）升至第一大 重仓股。 | BY CHANGE IN % PORTFOLIO | BY L | > | く BY CHANGE IN % PORTFOLIO | BY L > | | --- | --- | --- | --- | --- | | Name | % Change | | Name | % Change | | GOOGL Alphabet Inc. Class | 11.18% | | NVDA NVIDIA Corp | 6.13% | | AVGO Broadcom Inc | 2.1% | | META Meta Platforms Inc | 4.01% | | PDD PDD Holdings Inc | 1.13% | | NBIS Nebius Group NV | 1.91% | | INTC Intel Corp | 0.93% | | XBI State Street SPDR S& | 1.05% | | FUTU Futu H ...

Core Insights - The current environment for Big Tech is marked by rising investor anxiety due to significant AI spending, leading to volatility in stock prices [1] - Major tech companies are planning to double their infrastructure spending compared to last year, with Amazon forecasting $200 billion in capital expenditures for 2026, a 50% increase year-over-year [2] - There is growing skepticism regarding the return on investment from AI spending, as evidenced by the mixed performance of tech stocks following earnings reports [3] Group 1: Company Performance - Meta's stock surged after reporting accelerated ad revenue growth attributed to AI tools enhancing ad impressions and engagement [4] - Microsoft and Amazon experienced declines in stock prices after disappointing cloud computing results, which are seen as key indicators of AI-driven growth [4] - The S&P Software & Services Index has fallen over 20% since the beginning of the year, reflecting concerns about potential AI losers in the market [4] Group 2: Market Sentiment - The recent sell-off in tech stocks has been interpreted by some experts as a necessary correction, alleviating previous AI bubble concerns [3][6] - The term "SaaSpocalypse" has been used to describe the panic in the software sector, although some industry leaders argue that fears of AI replacing the software industry are exaggerated [5] - The tech sector showed signs of recovery with a broad stock rally, as investors regained confidence in the ongoing substantial investments in data center infrastructure [7] Group 3: Industry Trends - The demand for AI data centers has significantly boosted the profits of memory device manufacturers, with shares of Sandisk rising nearly 150% since the start of the year [8] - The current market dynamics suggest a shift in the AI narrative, focusing on the economic implications of AI deployment and potential industry displacements [6]

（原标题：美股大涨！道指涨2.47%站上50000点创新高，英伟达涨近8%，中概指数涨3.71%） 避险情绪大幅降温，美股止跌急升。美股三大指数大幅收涨，道指涨2.47%站上50000点创收盘新高，本周累计上涨2.5%，纳指涨2.18%，本周累 计下跌1.84%，标普500指数涨1.97%，本周累计下跌0.1%。费城半导体指数大涨5.7%，英伟达涨近8%，市值增加3250亿美元，博通涨超7%，特斯 拉涨超3%，亚马逊跌超5%，谷歌跌超2%。 加密货币、贵金属、半导体与计算机硬件涨幅居前，Circle、Coinbase涨超13%，超微电脑涨超11%，AMD、科磊涨超8%，泛美白银涨超5%，英 特尔、阿斯麦涨超4%。 纳斯达克金龙中国指数收涨3.71%，本周累计上涨0.99%。热门中概股中，小马智行收涨9.4%，蔚来涨7.4%，理想涨6.6%，百度涨5%，小鹏涨 4.9%，小米、比亚迪涨4.3%，拼多多涨3.6%，阿里巴巴中行那个3%，腾讯涨2.2%。 | 人工智能AIETF | 游戏ETF | | --- | --- | | (产品代码: 515070) | (产品代码:159869) | | ★ 跟踪:中证人 ...