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今夜,全线大涨!伊朗,突传大消息!
券商中国· 2026-02-06 15:24
深夜大反攻。 今晚(2月6日),美股三大指数全线走高,涨幅均超1%,大型科技股集体走强。现货黄金、白银亦大幅飙涨,截至北京时间 22:50,涨幅分别超3%、7%。加密货币市场也迎来大反弹,比特币收复6.8万美元大关,此前一度跌破6.1万美元。 有分析指出,由于AI(人工智能)股抛售引发的全球金融市场动荡已经出现显著转折,市场恐慌情绪有所消散。此外,亚马 逊的2000亿美元资本开支引爆AI基建概念股。英伟达涨5.6%,AMD涨7%,迈威尔科技涨6.4%,博通涨5.1%。 但摩根大通指出,在经历了近期的剧烈波动后,技术形态显示市场已正式进入盘整期。预计黄金将在4264—4381美元/盎司的 支撑位上方和5100—5150美元/盎司的阻力位下方形成一个可能持续数月的宽幅震荡区间。 地缘局势方面,据最新消息,伊朗和美国在阿曼首都马斯喀特的谈判"暂时"结束。伊朗外交部长阿拉格齐将此次长达数小时 的高强度磋商评价为一次"良好的开端"。阿拉格齐称,通过阿曼方面的中转,伊朗已全面、清晰地传达了其核心观点、关切 以及底线。双方均已同意继续这一谈判进程。 深夜大反攻 北京时间2月6日晚间,美股三大指数集体高开高走,截至22:50 ...
费城半导体指数大涨超4%
Ge Long Hui A P P· 2026-02-06 15:11
格隆汇2月6日|费城半导体指数大涨4.2%。其中,Arm涨超7%,迈威尔科技、AMD涨超6%,泛林集 团、柯磊、英伟达、应用材料、台积电涨超5%,英特尔、博通涨超4%,阿斯麦涨超3%。 | 代码 | 名称 | 涨跌幅 √ | | --- | --- | --- | | ARM | Arm Holdings | 7.24% | | COHR | Coherent | 6.94% | | MRVL | 迈威尔科技 | 6.47% | | AMD | 美国超微公司 | 6.39% | | LRCX | 泛林集团 | 5.95% | | KLAC | 科雷 | 5.62% | | ENTG | 英特格 | 6.05% | | NVDA | 英伟达 | 5.43% | | MPWR | Monolithic Power Sys | 5.64% | | AMAT | 应用材料 | 5.25% | | NVMI | Nova | 5.47% | | TSM | 台积电 | 5.02% | | INTC | 英特尔 | 4.80% | | AVGO | 博通 | 4.53% | | MTSI | MACOM Technolo ...
Here's Why Marvell Technology (MRVL) Fell More Than Broader Market
ZACKS· 2026-02-04 23:46
Marvell Technology (MRVL) closed the most recent trading day at $73.73, moving -2.4% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.51% for the day. Elsewhere, the Dow saw an upswing of 0.53%, while the tech-heavy Nasdaq depreciated by 1.51%. Prior to today's trading, shares of the chipmaker had lost 14.38% lagged the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93%.Analysts and investors alike will be keeping a close eye on ...
Jim Cramer on Marvell: “They’re an Excellent Company, But They’re a Derivative Company”
Yahoo Finance· 2026-02-04 19:36
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks Jim Cramer shared his opinion on. Inquiring about the company, a caller asked if it is worth investing in. Cramer replied: They’re an excellent company, but they’re a derivative company. They make stuff that actually competes, the main part of the business that is a little like NVIDIA, frankly, and they’re also partnered with NVIDIA. They make special chips. They make some of the best special chips in the world, as does Broadcom, by the way. All ...
RBC Reiterates Outperform on Marvell (MRVL) as AI Infrastructure Thesis Strengthens
Yahoo Finance· 2026-02-04 12:00
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 AI Stocks Analysts Are Watching. On February 2, RBC Capital analyst Srini Pajjuri reiterated an Outperform rating on the stock with a $105.00 price target. The firm remains confident in MRVL’s long-term AI infrastructure thesis despite near-term EPS dilution. RBC Capital particularly updated MRVL’s estimates after the completion of the Celestial AI acquisition. The updated estimates align with management’s guidance, the firm noted, adding that it co ...
Marvell Technology (MRVL) Declines More Than Market: Some Information for Investors
ZACKS· 2026-02-03 23:50
In the latest trading session, Marvell Technology (MRVL) closed at $75.54, marking a -3.97% move from the previous day. This change lagged the S&P 500's 0.84% loss on the day. Meanwhile, the Dow experienced a drop of 0.34%, and the technology-dominated Nasdaq saw a decrease of 1.43%. Prior to today's trading, shares of the chipmaker had lost 12.82% lagged the Computer and Technology sector's gain of 1.75% and the S&P 500's gain of 1.8%.The upcoming earnings release of Marvell Technology will be of great int ...
Marvel Biosciences Receives Japanese Patent Covering Composition of Matter for Its Lead Therapeutic Candidate MB-204
TMX Newsfile· 2026-02-03 21:30
Calgary, Alberta--(Newsfile Corp. - February 3, 2026) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively "Marvel" or the "Company"), a drug discovery company developing novel therapeutics for autism spectrum disorder and related neurological conditions, is pleased to announce that the Japan Patent Office has granted Japanese Patent No. 2022-554855, titled "Purine Compounds for Treating Disorders," covering composition of matter a ...
Is Marvell (MRVL) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2026-02-03 18:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...
Marvell Completes Acquisition of Celestial AI
Businesswire· 2026-02-02 14:10
"Celestial AI will enable us to advance Marvell's long-term strategy to deliver the industry's most comprehensive data infrastructure platforms,†said Matt Murphy, Chairman and CEO of Marvell. "As AI systems continue to scale in size and complexity, customers require innovative connectivity solutions. The addition of Celestial AI's Photonic Fabric technology platform complements Marvell's existing portfolio and enhances our ability to address the most demanding requirements of next-generation AI and cloud da ...
半导体_从 Meta 与微软看数据中心资本开支_AI 基础设施支出持续强劲,利好 AI 计算、网络、存储半导体企业
2026-02-02 02:22
J P M O R G A N North America Equity Research 29 January 2026 Semiconductors & Semiconductor Capital Equipment / IT Hardware Harlan Sur AC (1-415) 315-6700 harlan.sur@jpmorgan.com Peter K Peng (1-415) 315-8327 peter.k.peng@jpmchase.com Mayur Ramdhani (1-212) 622-1664 mayur.ramdhani@jpmorgan.com J.P. Morgan Securities LLC See page 2 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aw ...