Group 1 - The market is expected to enter a medium to long-term consolidation phase after a short-term momentum decline [10] - The Shanghai government has initiated a program to purchase second-hand housing for affordable rental housing projects, targeting new citizens, young people, and graduates [5] - The Ministry of Industry and Information Technology has approved a new national standard for automotive door handles, set to be implemented in 2027, addressing safety and usability issues [5] Group 2 - The National Development and Reform Commission and other departments have released guidelines for the construction of a low-altitude economy standard system, aiming for over 300 standards by 2030 [3] - The Ministry of Finance has introduced a temporary method for long-term asset input tax deduction, allowing full deduction for mixed-use assets upon purchase [4] - The stock of Guokai Military Industry has experienced significant price fluctuations, with a recent announcement clarifying that its commercial aerospace projects are still in the R&D phase and have minimal impact on revenue [7]

Group 1 - The U.S. stock market experienced a significant rebound, with the Dow Jones Industrial Average rising by 515.19 points, or 1.05%, closing at 49,407.66 points, while the S&P 500 index approached 7,000 points, closing at 6,976.44 points [1] - The storage chip manufacturers saw a notable increase in stock prices, driven by demand in the artificial intelligence sector, with SanDisk's stock soaring by 15.4%, Micron Technology rising by 5.5%, and Advanced Micro Devices increasing by 4% [1] - The volatility index (VIX) dropped over 6% after reaching a near two-week high, settling at 16.32 points [1] Group 2 - The precious metals market experienced heightened volatility, with COMEX gold futures for February delivery falling by 1.94% to $4,622.50 per ounce, and COMEX silver futures dropping by 1.93% to $78.77 per ounce, as trading intensified around the $80 mark [2]

US stock futures rose on Tuesday following a broad rally to kick off the new month on Wall Street. S&P 500 futures (ES=F) moved up 0.2%, while those on the tech-heavy Nasdaq 100 (NQ=F) climbed roughly 0.5%. Meanwhile, Dow Jones Industrial Average futures (YM=F) were little changed, after the blue-chip benchmark led gains on Monday with a 500-point advance. AI-related infrastructure names including Sandisk (SNDK) finished the day in positive territory. Nvidia (NVDA), however, slid by nearly 3% amid news ...

Market Overview - On February 2, US stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56% [1] - Major technology stocks showed mixed results, with Apple rising over 4% and Nvidia falling nearly 3% [2] Technology Sector - The Philadelphia Semiconductor Index increased by 1.7%, with Micron Technology up over 5% and Intel up nearly 5% [2] - SanDisk's stock surged over 15% due to better-than-expected earnings, while Western Digital and Seagate also saw gains [3] - NAND flash memory prices are expected to rise by over 30% according to reports from SK Hynix and SanDisk [3] Energy Sector - The energy sector experienced declines, with ExxonMobil down over 2% and Chevron down more than 1% [3] - WTI crude oil futures fell by 4.71%, closing at $62.14 per barrel, while Brent crude oil futures dropped by 4.36% to $66.30 per barrel [4] Cryptocurrency Market - Bitcoin prices rose above $78,000 after previously dipping to around $74,560, with significant market volatility leading to over 170,000 liquidations [4] - Bitcoin ETF saw a net outflow of $1.61 billion in January 2026, indicating liquidity issues in the market [4] International Relations and Trade - A trade agreement between the US and India was announced, reducing tariffs on Indian goods from 25% to 18%, effective immediately [5] - India is expected to increase its procurement of US products, including energy and agricultural goods, valued at over $500 billion [5] - The Indian stock index Nifty 50 saw a rise in futures, and the Indian Rupee strengthened against the US dollar following the trade announcement [6]

行业供应限制，加上对AI基础设施的持续投资，正推动DRAM价格全面上涨，预计在2026财年将大幅上升。 美光科技的HBM3E产品已被设计进 Nvidia 的Blackwell GPU和 AMD 的MI355 GPU中，支持强劲的收入增长。 市场对美光科技的高带宽内存产品需求依然强劲，其HBM芯片与市场领导者 SK海力士 一样，已售罄至2026年。 菲利普资本强调，美光科技的下一代HBM4可能成为一个转折点。该产品预计将在2026年第二季度开始量产，每针脚速度超过11千兆位每秒，高于 竞争产品的预估水平。该公司表示，这可能使 美光科技 在产量扩大后从SK海力士手中获得市场份额。 美光科技公司 (NASDAQ:MU) 正从严重的内存芯片短缺中受益，这一短缺推动DRAM价格升至2019年以来的最高水平。菲利普资本启动对该股的覆盖，给 予"买入"评级。 美光科技在美国的大型制造基地被视为一项优势。该公司已根据《芯片法案》获得资金和税收激励，菲利普资本表示，随着新晶圆厂的建设，这将 显著降低长期成本。 菲利普资本给予美光科技500美元的目标价，基于其2026财年的盈利，理由是DRAM价格强劲、供应紧张以及美光科技在高带 ...

Market Performance - The U.S. stock market showed stability as the sell-off in precious metals and cryptocurrencies eased, with better-than-expected PMI data contributing to gains across major indices [1] - The S&P 500 index closed up 0.54% at 6976.44 points, the Nasdaq Composite rose 0.56% to 23592.11 points, and the Dow Jones Industrial Average increased by 1.05% to 49407.66 points [1] Sector Performance - The S&P 500 index is close to its historical closing high, just 2.16 points away from 6978.60 points and approximately 20 points from its intraday high of 7002.28 points [3] - Notable stock movements included Nvidia down 2.89%, Google-A up 1.68%, Apple up 4.06%, and Amazon up 1.53% [3] - The "storage giants" performed well, with SanDisk up 15.44%, Micron Technology up 5.52%, Seagate Technology up 6.2%, and Western Digital up 7.99% [3] - The rare earth sector saw mixed results, with U.S. Antimony up 7.23%, while other companies like U.S. Rare Earths and Critical Metals experienced fluctuations [3] Cryptocurrency Impact - Bitcoin fell below $80,000, leading to a significant drop in Robinhood Markets by 9.62%, making it the largest decliner in the S&P 500 [4] - Other cryptocurrency-related stocks also faced declines on the same day [4] Chinese Stocks - Chinese stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 0.65% [5] Commodity Market - International oil prices fell, with WTI crude oil down $2.88 to $62.33 per barrel, a decline of 4.42% [6] - COMEX gold futures dropped $64.20, or 1.35%, to $4680.9 per ounce, while COMEX silver futures rose slightly by $0.73, or 0.93%, to $79.265 per ounce [6] - Spot gold decreased by $205.25, or 4.22%, to $4660.1 per ounce, and spot silver fell by $5.49, or 6.48%, to $79.21 per ounce [6]

It's no longer accurate to say that SanDisk Corp. (NASDAQ:SNDK) is merely outperforming. The stock is trading as if conventional market rules have been suspended — moving with a force that looks increasingly untethered from gravity.On Monday alone, shares of SanDisk surged 15%. Zoom out, and the scale of the move becomes increasingly difficult to contextualize: the stock is up more than 1,700% over the past year, 150% in the last month, and 250% over the past three months.Last week, SanDisk blew past earnin ...

Core Viewpoint - The U.S. stock market experienced gains on Monday, with the Dow Jones Industrial Average rising by 1.05%, the Nasdaq increasing by 0.56%, and the S&P 500 up by 0.54% [1] Group 1: Major Index Performance - The Dow Jones Industrial Average rose by 1.05% [1] - The Nasdaq increased by 0.56% [1] - The S&P 500 was up by 0.54% [1] Group 2: Performance of Large Tech Stocks - Micron Technology saw an increase of over 5% [1] - Intel, Apple, and AMD each rose by over 4% [1] - Google and Amazon increased by over 1% [1] Group 3: Decline in Other Tech Stocks - Nvidia and Oracle both fell by over 2% [1] - Meta, Microsoft, and Tesla each declined by over 1% [1] - Netflix and Broadcom experienced slight declines [1]

Micron Technology shares are flying high for all the right fundamental reasons — but by one technical measure, they now look primed for a hard landing. ...

Core Viewpoint - The article summarizes key analyst rating adjustments that are closely watched by Wall Street and can influence market trends, highlighting significant upgrades, downgrades, and new coverage ratings for various companies [1][5]. Upgraded Ratings - Aritet Investment upgraded Shopify (SHOP) from Neutral to Buy, raising the target price from $166 to $175, citing attractive valuation after recent weakness [6]. - William Blair upgraded Palantir (PLTR) from Market Perform to Outperform ahead of its earnings report, emphasizing valuation advantages as the core reason for the upgrade [6]. - BTIG raised McDonald's (MCD) rating from Neutral to Buy with a target price of $360, noting that research on franchisees indicates effective promotional strategies are driving customer traffic growth [6]. - JPMorgan upgraded Autodesk (ADSK) from Neutral to Overweight, maintaining a target price of $319, due to differentiated fundamentals in the vertical software as a service sector [6]. - JPMorgan raised Church & Dwight (CHD) from Underweight to Neutral, increasing the target price from $92 to $100, believing that business adjustments will lead to better sales growth [6]. Downgraded Ratings - JPMorgan downgraded Best Buy (BBY) from Overweight to Neutral, significantly lowering the target price from $99 to $76, anticipating an "unfavorable" earnings report for Q4 [6]. - Leith Wheeler downgraded BioNTech (BNTX) from Outperform to Market Perform, slightly raising the target price from $112 to $113, while expressing long-term optimism about the company's differentiated R&D potential [6]. - Canadian Imperial Bank downgraded Fortinet (FTNT) from Outperform to Sector Perform, maintaining a target price of $85, expressing caution about the stock's performance in 2026 [6]. - HSBC downgraded Chevron (CVX) from Buy to Hold, raising the target price from $169 to $180, citing valuation factors as the main reason for the downgrade [6]. - Morgan Stanley downgraded Humana (HUM) from Equal Weight to Underweight, significantly lowering the target price from $262 to $174, citing risks related to bidding strategies and policies affecting profit margin recovery [6]. New Coverage Ratings - Jefferies initiated coverage on Micron Technology (MU) with a Buy rating and a target price of $500, believing that the company's fourth-generation high-bandwidth memory (HBM4) will capture market share post Q2 [6]. - Morgan Stanley initiated coverage on Circle Network (CRCL) with an Equal Weight rating and a target price of $66, indicating that higher valuations are unlikely until stablecoin technology becomes more widely adopted [6]. - Citizens Bank initiated coverage on Stewart Information (STC) with an Outperform rating and a target price of $80, citing significant attractiveness at current valuation levels [6]. - Wells Fargo initiated coverage on Praxis Precision Medicines (PRAX) with an Equal Weight rating and a target price of $282, noting uncertainty regarding the approval prospects of the drug ulixacaltamide [6]. - Craig-Hallum initiated coverage on Simon Group (THR) with a Buy rating and a target price of $60, highlighting the company's improved business conditions and diversification benefiting from data center cooling technology trends [6].