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 ...

市场风险偏好有所下降！ 北京时间2月4日凌晨，美股三大指数集体下跌，纳指跌幅超过1%。科技股全线下挫，美光科技跌超4%，英伟达、微 软跌近3%。 投机属性更强的加密货币市场也再度跳水。比特币盘中一度暴跌7%并跌破7.3万美元。截至发稿，比特币、以太坊跌 近4%，Solana跌超5%。coinglass数据显示，刚刚过去的24小时内，加密货币全网合约爆仓超7亿美元，爆仓人数高 达16.98万人。 周二，美股三大指数集体跳水，纳指盘中跌幅一度超过2%，标普500指数一度跌超1.6%，道指跌幅也一度超过1%。 截至收盘，纳指跌1.43%，标普500指数跌0.83%，道指跌0.34%。 美国大型科技股多数下跌，万得美国科技七巨头指数跌幅达1.62%。个股方面，英伟达、微软跌近3%，脸书跌超 2%，亚马逊跌近2%，谷歌跌超1%，苹果跌0.2%，特斯拉微涨0.04%。其他个股方面，美光科技跌超4%，甲骨文、高 通跌超3%。此外，软件股延续跌势，ServiceNow跌7%，Salesforce跌6.85%。 英伟达CEO黄仁勋周二否认了与OpenAI交易生变的传闻。他在接受媒体采访时明确表示，公司投资OpenAI的计划仍 ...

2026.02.04 截至收盘，道琼斯工业平均指数下跌166.67点，跌幅0.34%，报49240.99点；标普500指数下跌58.63点， 跌幅0.84%，报6917.81点；纳斯达克综合指数下跌336.92点，跌幅1.43%，报23255.19点，几乎完全回吐 年初以来的涨幅。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49240.99 | 23255.19 | 6917.81 | | -166.67 -0.34% | -336.92 -1.43% | -58.63 -0.84% | 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。 百事可乐在其业务有机销售额改善的推动下公布强劲盈利后，股价上涨4%。 中概股整体 ...

With roughly a third of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 11.9%This week, Alphabet, Amazon, and several consumer names take the stage as peak earnings season hits its stridePotential earnings surprises this week: Disney, CME Group, Take-Two Interactive, Phillips 66 and more​Mixed Signals in the Mag 7: AI Spending Rattles Big Tech Headline whiplash returned to US equity markets last week, but this time the drama wasn’t geopolitical. On Thursday, the tech-heavy ...

报告基于对全球 21 个国家 2.2 万名消费者和 1970 名营销决策者的调研，深入剖析了 "围墙花园"（封闭数字生态平台）的使用现状、消费者行为趋势、营销 者面临的挑战与机遇，核心洞察如下： How Cons and Mark Walled Ga 《 2025 Global Insigl DW 在消费者行为方面，"围墙花园" 占据了用户每日 3.5 小时数字媒体休闲时间的主要份额。平台使用呈现明显的人口统计差异：YouTube 以 72% 的全球使用 率领跑，Facebook、Instagram 和 TikTok 紧随其后，18-24 岁年轻人偏好视觉化视频平台，而 45 岁以上群体更依赖 Facebook 和传统电视新闻。新闻消费渠道 分化显著，18-44 岁群体中超 40% 以社交媒体和视频平台为主要新闻来源，而 45 岁以上群体对电视新闻的依赖度达 59%。 社交影响力与电商融合趋势凸显，54% 的消费者受社交媒体影响者影响，31% 表示影响显著，23% 曾因影响者帖子下的正面评论购物，其中微影响者 （1000-10 万粉丝）互动率最高。社交电商快速增长，全球 30% 的消费者曾通过社交平台购物，亚 ...

Top Performing Leveraged/Inverse ETFs: 02/01/2026 | ETF TrendsETF Trends is now VettaFi. Read More --## Top Performing Levered/Inverse ETFs Last WeekThese were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.| Ticker | Name | 1 Week Return || --- | --- | --- || ([BOIL] B) | ProShares Ultra Bloomberg Natural Gas | 43.71% || ([GDXD]) | MicroSectors Gold Miners -3X Inverse Leveraged ETNs | 34.48% || ([JDST] A) ...

Meta Platforms (META) stock is once again in the limelight after the company reported good earnings results, taking its shares close to record highs. Although Wall Street has generally reacted well to the accelerating revenue growth of Meta Platforms and its aggressive artificial intelligence (AI) plans, at least one major investment firm is cautioning investors not to get overly bullish on the tech giant’s shares. In a recent interview, Needham senior analyst Laura Martin said Meta Platforms is “priced fo ...

One of the most popular market headlines that has pervaded so far in 2026 is the idea that the so-called Magnificent 7 stocks are no longer trading together as a group. In a marked reversal for the S&P 500's biggest techWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking ...

One of the most popular market headlines that has pervaded so far in 2026 is the idea that the so-called Magnificent 7 stocks are no longer trading together as a group. In a marked reversal for the S&P 500's biggest techWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking ...

Core Viewpoint - India's Supreme Court has indicated the possibility of reinstating a ban on WhatsApp's data sharing practices, citing concerns that the app's privacy policy has misled users [1] Group 1 - The Supreme Court's warning comes in response to legal arguments presented by lawyers regarding the implications of WhatsApp's data sharing with other Meta-owned entities [1] - The court's stance highlights ongoing scrutiny over data privacy practices in the tech industry, particularly concerning user consent and transparency [1] - This development may impact WhatsApp's operational strategies and user trust, as regulatory pressures increase in the digital communication sector [1]