Core Viewpoint - Microsoft Corporation is facing increased competition in the artificial intelligence sector, particularly from Google and Anthropic, which has led to a downgrade of its stock by Stifel to "Hold" [1][2][4]. Group 1: Stock Performance and Analyst Actions - Stifel downgraded Microsoft's stock from "Buy" to "Hold" due to competitive pressures in the AI sector [2][5]. - A price target of $392 was set by Stifel, indicating a potential downside from the current trading price of $414.19, reflecting a price difference of approximately -5.36% [3][5]. Group 2: Competitive Landscape - The downgrade highlights the challenges Microsoft faces in maintaining its market position amidst growing competition in the AI industry [2][4][5]. - As the AI sector becomes more crowded, Microsoft must navigate these challenges to sustain its leadership in the technology industry [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！ 美东时间2月5日（周四），道指下跌近600点，纳指与标普500指数连续第三个交易日下跌。 大型科技股多数下跌，微软跌近5%。原油下跌，白银重挫。 道指收跌近600点 特朗普宣称，他觉得美联储下调美国基准利率这一举动"毋庸置疑"。他坚信自己所提名的下 一任美联储主席人选凯文·沃什能够领会他期望下调利率的立场。 美联储理事库克称，美联储近期须将通胀率拉回目标水平，这对维护其信誉至关重要。除非 有更强证据显示通胀持续回落至目标水平，且劳动力市场无意外变化，否则这仍是 他 的关注 焦点。此外，库克表示货币政策不应被用于管理政府债务。 海外央行方面，欧洲央行周四维持三大关键利率不变。欧洲中央银行当地时间5日在位于德国 法兰克福的总部召开货币政策会议，决定继续维持欧元区三大关键利率不变，符合市场预 期。 Challenger, Gray & Christmas于周四发布的报告显示，1月份美国企业的裁员计划数量达到 了自全球金融危机以来同期的最高水平，而招聘意向则降至同期的最低点。 美国劳工部周四发布报告称，上周首次申请失业救济的人 ...

5. 蔚来：预计2025年第四季度录得经调整经营利润7-12亿元，为首次实现单季度盈利，相比2024年第四 季度55.44亿元的经调整经营亏损有显著改善。 // 大中华地区公司要闻 // 1. 百度集团：董事会已批准50亿美元股份回购计划及首次股息政策，预计2026年首次发放股息，旨在提 升股东回报，显示公司对自身发展前景的信心及对投资者的重视。 2. 台积电：计划投资约170亿美元在日本熊本厂量产3纳米芯片，同时有消息称公司正评估调整熊本第二 座晶圆厂的制程规划，引发市场对其资本支出节奏的关注。 // 热点头条 // 1. 美团：于2026年2月5日订立股份转让协议，同意以7.17亿美元收购叮咚买菜母公司DINGDONG FRESH HOLDING LIMITED全部已发行股份，收购完成后目标公司将成为美团间接全资附属公司。叮 咚买菜CEO梁昌霖表示，合并后三大核心竞争力将在更大平台发挥价值，业务和团队保持稳定。 2. 英伟达：因存储芯片短缺，今年将不会推出新款游戏图形芯片，为三十年来首次，同时削减当前一代 GeForce RTX50系列显卡产量。作为全球芯片巨头，此举可能影响整个游戏硬件产业链及消费者升级 ...

亚马逊发布最新财报显示，第四季度销售净额2133.9亿美元，预估2114.9亿美元，每股收益1.95美元， 预估1.96美元。公司预计2026年将投资约2000亿美元用于资本支出，预计第一季度营收为1735亿至1785 亿美元。这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。 2026年春节休市安排：2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开 市。另外，2月14日（星期六）、2月28日（星期六）为周末休市。此外，2月15日（星期日）至2月23日 （星期一）不提供港股通服务，2月24日（星期二）起照常开通港股通服务。 美股方面，三大指数集体收跌，道指跌1.2%，纳指跌1.59%，标普500指数跌1.23%。 大型科技股普跌，微软跌近5%，亚马逊跌超4%，AMD跌超3%，特斯拉跌超2%，英伟达跌超1%。谷 歌、苹果小幅下跌，Meta微涨。 纳斯达克中国金龙指数收涨0.9%，热门中概股涨跌不一，蔚来涨近6%，理想汽车涨超2%，小鹏汽车、 百度微涨；京东、网易、阿里巴巴、拼多多小幅下跌。 | | | 隔夜美股概览 | | | | --- | --- | --- | ...

• VSE stock is holding steady today. What’s ahead for VSE stock?Mullin Bets on Small-Cap/Mid-Cap StocksMullin reported the purchase of 10 stocks in a new disclosure, according to the Benzinga Government Trades page. The stock purchases were all made on Jan. 5, 2026, with Mullin reporting two purchases of $15,000 to $50,000 of each of the 10 stocks. Here are the stocks and their market capitalizations:  A quick glance at the stocks bought by Mullin shows that the majority trade with market capitalizations u ...

2026.02. 06 本文字数：2000，阅读时长大约4分钟 权重科技股普遍承压。微软重挫4.95%，亚马逊下跌4.4%，谷歌A类股下跌0.54%，谷歌C类股下跌0.60%；特斯拉下跌2.17%，，苹果小幅下跌 0.21%，Meta Platforms小幅上涨0.18%。芯片股分化，英伟达下跌1.33%，博通逆势上涨0.80%，超威半导体下跌3.84%。 | 苹果(APPLE) | 275.910 | -0.21% | | --- | --- | --- | | US AAPL | 276.530 | 0.22% 盘后 | | 脸书(META PLATFORM | 670.210 | 0.18% | | US META | 655.080 | -2.26% 盘后 | | 谷歌(ALPHABET)-C | 331.330 | -0.60% | | US GOOG | 324.800 | -1.97% 盘后 | | 微软(MICROSOFT) | 393.670 | -4.95% | | US MSFT | 391.110 | -0.65% 盘后 | | 亚马逊(AMAZON) | 222.690 | -4.4 ...

Market Overview - US employment data shows weakness, leading to a decline in US stocks, with all three major indices dropping over 1% and small-cap stocks leading the decline, as the Russell 2000 fell by 1.8% [2] - The S&P 500 saw declines in 9 out of 11 major sectors, with software stocks ETF dropping by 5%, Oracle down nearly 7%, and Microsoft down nearly 5% [2] - Cryptocurrency and silver experienced significant drops, with Bitcoin falling by 12% to below $63,000, marking a nearly 50% decline since last October [4] Bond Market - Risk aversion has driven US Treasury yields significantly lower, with the 10-year yield dropping by 9 basis points to 4.19% and the 2-year yield also down by 9 basis points to 3.46%, reaching a near one-month low [3] Commodity Market - Gold prices fell by 4% to $4,763.2 per ounce, while silver plummeted by 19% to around $70.84 per ounce [12] - WTI crude oil prices dropped approximately 2.84% to $63.29 per barrel [12] Company News - Foxconn (Hon Hai) reported January sales of NT$730 billion, a 35.5% year-on-year increase, reflecting strong demand for AI infrastructure [17] - Meituan has acquired Dingdong Maicai, indicating consolidation in the Chinese e-commerce market [18] Employment Data - The US JOLTS job openings for December hit a five-year low, significantly below expectations, indicating a cooling labor market [19] - Challenger companies announced layoffs of 108,435 in January, the highest for the month since 2009, with a 205% month-on-month increase [19] Central Bank Actions - The Bank of England maintained its interest rate at 3.75%, with a close 5-4 vote indicating a strong signal for potential rate cuts [21] - The European Central Bank held rates steady for the fifth consecutive time, citing challenges in predicting inflation [20] Technology Sector - Amazon's Q4 revenue grew by 14%, with AWS revenue exceeding expectations, but the company’s stock fell over 10% post-earnings due to high capital expenditure guidance of $200 billion for the year [22] - Nvidia announced delays in releasing new gaming chips due to a shortage of storage chips, prioritizing AI business needs [22] AI Developments - Anthropic launched a financial research AI model, causing significant drops in stock prices for traditional financial information services like FactSet and Reuters [23] - OpenAI introduced its enterprise-level AI agent platform, Frontier, aimed at automating business processes, amidst growing competition in the AI space [24]

每经编辑｜杜宇 当地时间2月5日，美股三大指数集体收跌，道指下跌592.58点，跌幅1.20%；纳指跌1.59%；标普500指数跌1.23%。 热门科技股普跌，超微电脑、高通跌超8%，亚马逊跌超4%，AMD跌超3%，特斯拉跌超2%，英伟达跌超1%。 微软跌4.95%，市值一夜蒸发1524亿美元（约合人民币10573亿元）。 | 微软 | | | --- | --- | | MSFT us 空 | | | 408.300 昨收 414.190 量比 0.98 393.670 - | | | 392.330 市值 2.92万亿 换 0.90% | | | -20.520 -4.95% 开 407.440 市盈™ 24.51 额 262.24亿 | | | 异动解读：评级下调+云业务增长放缓+软件... ● × 1.7 16. | | | 盘后 391.070 - -2.600 -- -0.66% 0 0 17:12 美东时间 | | | 盘中 × 1 日Ｋ × 周Ｋ × 月Ｋ × 五日 × | 更多▼ | | 时间05:00 均价:398.905 最新393.670 涨幅-4.954% | | | 436.050 ...

（来源：TradingView） 昨夜今晨，近几天命途多舛的软件板块和加密货币再度迎来新一轮的下挫。疲软的美国就业数据也令过去几天的"板块轮动"戛然而止，抛售范围扩大到整个 市场。 截至收盘，标普500指数跌1.23%，报6798.4点；纳斯达克综合指数跌1.59%，报22540.59点，也是自去年4月以来最严重的三日抛售；道琼斯工业平均指数跌 1.2%，报48908.72点。比特币盘中跌破6.4万美元，近半年缩水近一半；现货白银也出现了单日下跌近20%的状况。 前几个交易日，美股的下跌局限在AI和软件相关的板块，周四抛售范围进一步扩大。标普500成分股中有318只个股下跌，部分原因在于最新劳动力市场数 据疲软。其中美国12月职位空缺意外下降至2020年以来的最低水平。挑战者裁员人数创下自2009年衰退最严重时期以来的1月最高纪录。 安联首席经济顾问Mohamed El-Erian表示："值得注意的是，这些裁员发生在GDP仍以约 4%速度增长的情况下，加速了就业与经济增长的脱钩——如果这一 现象持续下去，将产生深远的经济、政治和社会影响。" 周四收盘后，标普500指数又一次踩在100日均线上。令市场感到焦心的 ...

$3.6bn GPU Financing Secured for Microsoft Contract1 Targeted 140k GPU Expansion on Track to Deliver $3.4bn ARR by End of CY262 New 1.6GW Data Center Campus in Oklahoma NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN” or “the Company”) today reported its financial results for the three months ended December 31, 2025. Highlights $3.6bn GPU financing secured for Microsoft contract1 Interest rate of <6% p.a.Together with Microsoft prepayment ($1.9bn) covers 95% of GPU-related cap ...