Google plans to spend up to $185 billion this year, and analysts say its data-center suppliers stand to benefit. ...

雅诗兰黛股价下跌18%，因营销成本增加，雅诗兰黛今年业绩指引低于预期。 2月5日，美股三大指数集体低开，纳指跌1.58%，道指跌0.5%，标普500指数跌1.04%。超3000支个股下跌。 截至发稿，谷歌跌超6%，公司资本支出指引过高引市场担忧。蔚来涨超7%，公司首次录得单季度经调整经营利润。高通跌超10%，公司Q2业绩指引疲 软。减肥药概念股受挫，诺和诺德跌超4%，礼来跌超3%。 在美上市的韩国电商巨头Coupang跌超9%，公司确认16.5万用户数据泄露。 | 最低价 | 7503.87 | 市净率 | | 2.14 | 今年来 | | -0.33% | | --- | --- | --- | --- | --- | --- | --- | --- | | સ્ત્રે | モ日 | 日K | 周Ｋ | 月Ｋ | | 重家 | 0 | | 叠加 | | | | 均价: -- | | | | | 7525.14 | | | | | | 0.85% | | | 7461.61 | | | | | | 0.00% | | | | | | 当前为延时行情 | | | | | | 7398.08 | | | | | ...

Quick Read Broadcom (AVGO) supplies custom AI chips for Alphabet‘s Tensor Processing Units. Alphabet plans to nearly double capex to $175B-$185B in 2026. Broadcom AI semiconductor revenue hit $6.5B in Q4 with 74% year-over-year growth. Broadcom projects AI chip revenue will grow 100% in Q1 to reach $8.2B. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) reported fo ...

The S&P 500 fell 0.8% and was heading toward its sixth loss in the seven days since setting an all-time high. The Dow Jones Industrial Average declined 326 points, or 0.7%, as of 9:35 a.m. Eastern time, while the Nasdaq composite dropped 0.8%.Alphabet fell 5.4% even though the parent company of Google reported stronger profit for the latest quarter than analysts expected. Investors instead focused on its aggressive artificial intelligence spending plans. Alphabet said its spending on equipment and other inv ...

Core Viewpoint - The U.S. stock market experienced a significant sell-off, primarily driven by concerns over high capital expenditures in the technology sector, particularly related to artificial intelligence (AI) investments, which may not yield immediate returns [1][3][4]. Group 1: Market Performance - The Dow Jones Industrial Average fell by 385.81 points, a decline of 0.78%, closing at 49,115.49, while the S&P 500 dropped 1.08% to 6,808.63, and the Nasdaq Composite plunged 1.43% to 22,578.17 [1][4]. - The sell-off was broad but uneven, with technology stocks acting as the fulcrum, particularly in software, semiconductors, and AI-linked companies [3][4]. Group 2: Company-Specific Developments - Alphabet's earnings report was a key catalyst for the market's decline, with the company projecting capital expenditures of up to $185 billion for 2026, raising concerns about the sustainability of AI investments [7][8]. - Shares of Alphabet fell over 3%, reflecting investor anxiety that AI spending may outpace near-term cash returns [1][8]. - Qualcomm's shares plunged 9% after issuing a weaker-than-expected forecast due to a global memory shortage affecting device production [10]. Group 3: Investor Sentiment and Market Psychology - There has been a notable shift in investor psychology, where capital expenditure is no longer viewed as a bullish signal; instead, investors are demanding proof of monetization and margin expansion [6][18]. - The market is increasingly differentiating between AI "spenders" and "enablers," rewarding companies that demonstrate strong revenue growth while scrutinizing those with high capital expenditures [9][18]. Group 4: Macroeconomic Indicators - U.S. employers announced 108,435 layoffs in January, the highest figure since the global financial crisis, which shocked investors accustomed to a resilient labor market [12][19]. - Initial jobless claims rose to 231,000, exceeding expectations and indicating potential weakness in consumer spending [13][19]. Group 5: Commodity and Cryptocurrency Market Reactions - Commodities and cryptocurrencies reflected a risk-off sentiment, with WTI crude oil falling 2.32% to $63.63 and Bitcoin dropping 6.55% to $68,485, breaking below the $70,000 support level [15][17][19]. - Precious metals were also hit hard, with silver prices collapsing over 10% in a single session, highlighting the volatility in leveraged trades [16][19].

Market Overview - U.S. stocks traded lower, with the Nasdaq Composite falling more than 200 points on Thursday. The Dow decreased by 0.56% to 49,225.33, the NASDAQ dipped 0.89% to 22,700.74, and the S&P 500 fell 0.74% to 6,831.80 [1] - European shares also declined, with the eurozone's STOXX 600 falling 0.8%, Spain's IBEX 35 Index down 1.4%, London's FTSE 100 down 0.3%, Germany's DAX slipping 0.6%, and France's CAC 40 down 0.3% [5] - Asian markets closed mostly lower, with Japan's Nikkei falling 0.88%, China's Shanghai Composite declining 0.64%, and India's BSE Sensex down 0.60% [6] Sector Performance - Consumer staples shares gained by 0.3% on Thursday, while consumer discretionary stocks fell by 2.2% [1][2] Company Earnings - Alphabet reported fourth-quarter revenue of $113.83 billion, exceeding the Street consensus estimate of $111.31 billion. The earnings per share were $2.82, beating the consensus estimate of $2.63 [3] Commodity Prices - In commodity news, oil traded down 2.4% to $63.58, gold fell 1.5% to $4,877.70, silver decreased by 10% to $75.950, and copper fell 0.5% to $5.8225 [3][4] Economic Indicators - U.S. job openings declined by 386,000 to 6.542 million in December, compared to market estimates of 7.2 million. Initial jobless claims increased by 22,000 to 231,000, against market estimates of 212,000 [7]

Dan Ies of Web Bush Securities, Jeff Kilberg of KKM Financial. Great to have you both here. Dan, I mean, you just mentioned Apple right before the break.So, I want to get your response to this. >> I mean, look, for if you look European regulators and Apple, I mean, that's for them like drinking a cappuccino. I I'm not concerned at all in terms of any issues in Europe.Look, to some extent, Apple, they're on the offensive. And I think the reality is when you look at the Google numbers, you look at what they'r ...

爆发增长 美东时间2月4日盘后，谷歌母公司Alphabett发布2025年财报，报告显示，公司第四季度实现营收1138.3亿美元，同比增长18%，净利润344.6亿美元，同比增 长29.8%，高于市场预期。2025年全年，谷歌营收达4028.4亿美元，同比增长15%；净利润达到1321.7亿美元。这也是谷歌年营收首次突破4000亿美元大关。 具体来看，谷歌云业务迎来爆发式增长，成为财报的最大亮点。第四季度，谷歌云收入同比激增48%至176.64亿美元，录得四年多来的最快增速，较分析师 预期的162亿美元高逾9%。截至2025年末，谷歌云年化营收突破700亿美元，未履行订单金额达2400亿美元，同比增长超一倍。 在全球云服务市场中，谷歌云的市场份额位居第三，次于亚马逊AWS和微软Azure。 Alphabet管理层在电话会上表示，云业务的爆发主要受益于企业AI基础设施、企业AI解决方案以及核心谷歌云平台产品需求激增驱动。 四季度，谷歌广告营收同比增长13.5%至823亿美元，占总收入的72%。其中最主要的收入驱动力仍是搜索业务，创造了631亿美元的收入。谷歌已将其最先 进的Gemini 3模型接入到众多产品中， ...

美国1月挑战者企业裁员人数升至10.8万，创2009年以来同期最高；上周初请失业金人数亦超预期上 升。美股开盘，三大指数集体下跌，纳指跌1.31%，标普500指数跌0.9%，道指跌0.6%。 Alphabet跌超7%，今年资本支出指引接近翻倍至1750亿-1850亿美元，远超预期。 高通跌9.3%，第二财季营收及调整后每股收益指引逊于预期，手机芯片业务受制于供应链瓶颈。 Arm跌3.2%，第三财季营收同比增长26%至12.4亿美元，本季营收指引不及最乐观预期。 百度涨2.5%，预计2026年首次派发股息，计划回购至多50亿美元的股票。 (格隆汇) ...

Group 1 - Qualcomm's stock fell by 9.6% due to Q2 earnings guidance that did not meet expectations [1] - Wolfspeed's stock dropped by 22.7% as both Q2 earnings per share and sales figures fell short of forecasts [1] - Google's stock decreased by 6.2% despite exceeding earnings expectations, attributed to capital expenditure guidance that was significantly higher than anticipated [1] Group 2 - NIO's stock rose by 7.1% after reporting its first-ever adjusted operating profit in a single quarter [1] - Dingdong Maicai's stock declined by 13.5% following Meituan's proposal to acquire the company for $717 million [1]