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科技股遭抛售,AMD大跌17%
Mei Ri Jing Ji Xin Wen· 2026-02-05 01:04
美股三大指数周三收盘涨跌不一,道指涨0.53%,纳指跌1.51%,标普500指数跌0.51%,热门科技股普 遍下跌,AMD跌超17%,英伟达、特斯拉、博通、Meta跌超3%。半导体设备与材料、存储概念股、加 密矿企跌幅居前,闪迪跌近16%,美光科技跌超9%。减肥药概念股、住宅地产涨幅居前,礼来涨超 10%,安进涨超8%。纳斯达克中国金龙指数收跌1.95%,热门中概股普跌,哔哩哔哩跌超6%,百度跌 超4%,阿里巴巴。蔚来、小鹏汽车跌超2%,理想汽车、霸王茶姬涨超1%。 0:00 ...
8点1氪丨微信公关总监回应屏蔽元宝链接;vivo确认立项Vlog相机,对标大疆;贾国龙微博解禁,首发内容是速冻西兰花科普视频
3 6 Ke· 2026-02-05 00:04
Group 1 - Novo Nordisk's semaglutide sales reached 250.84 billion yuan in 2025, with a year-on-year growth of over 10% [5] - The sales breakdown includes 127.09 billion Danish kroner for Ozempic, 79.11 billion for Wegovy, and 22.09 billion for oral semaglutide [5] - In China, the total sales for all three semaglutide products amounted to 6.81 billion Danish kroner (approximately 7.49 billion yuan) [5] Group 2 - The Hong Kong High Court rejected Xu Jiayin's appeal regarding the appointment of a receiver and ordered him to pay 1.2 million HKD in legal fees by February 20 [6] - The National Healthcare Security Administration is conducting collective interviews with mental health insurance institutions to strengthen management and combat misuse of insurance funds [6][7] Group 3 - Panasonic's CFO announced potential layoffs could expand to 12,000 employees, following a previous plan to cut 10,000 jobs globally [8] - Multiple small and medium-sized banks have announced increases in deposit rates ahead of the Spring Festival, while some banks have opted to lower rates [8] Group 4 - Walmart's market capitalization surpassed 1 trillion USD, with a stock price increase of over 24% in the past year [10] - PayPal announced that Enrique Lores will take over as CEO on March 1, aiming to enhance execution efficiency and advance strategic initiatives [11] Group 5 - AMD reported a fourth-quarter net profit of 2.52 billion USD, with a year-on-year growth of 42% and revenue of 10.27 billion USD, exceeding market expectations [23] - Alphabet's fourth-quarter net profit was 34.455 billion USD, a 29.8% increase year-on-year, with total revenue of 113.83 billion USD [21]
Stock market today: S&P 500, Nasdaq poised to add to tech sell-off as Google sinks, Amazon looms, silver tanks
Yahoo Finance· 2026-02-04 23:49
US stock futures turned lower on Thursday in an apparently fruitless search for a reprieve from a two-day tech sell-off as investors waited for Amazon earnings and assessed Alphabet's big AI spending plans. S&P 500 futures (ES=F) moved roughly 0.6% lower, while those on the Nasdaq 100 (NQ=F) shed 0.9%. Contracts on the Dow Jones Industrial Average futures (YM=F), which includes fewer tech names, edged about 0.3% lower. The market is in the midst of a trillion-dollar tech wipeout, as investors weigh whet ...
Why NIO Inc. (NIO) Dipped More Than Broader Market Today
ZACKS· 2026-02-04 23:46
NIO Inc. (NIO) closed at $4.44 in the latest trading session, marking a -2.42% move from the prior day. This move lagged the S&P 500's daily loss of 0.51%. On the other hand, the Dow registered a gain of 0.53%, and the technology-centric Nasdaq decreased by 1.51%. Shares of the company witnessed a loss of 4.81% over the previous month, trailing the performance of the Auto-Tires-Trucks sector with its loss of 1.25%, and the S&P 500's gain of 0.93%.Market participants will be closely following the financial r ...
美股收评:纳指跌1.51% 存储概念股跌幅居前
Xin Lang Cai Jing· 2026-02-04 23:41
人民财讯2月5日电,美股三大指数收盘涨跌不一,道指涨0.53%,纳指跌1.51%,标普500指数跌 0.51%,热门科技股普遍下跌,AMD跌超17%,英伟达、特斯拉、Meta跌超3%,谷歌、亚马逊跌超 2%,苹果涨超2%。存储概念股跌幅居前,闪迪跌近16%,美光科技跌超9%,西部数据跌超7%;热门 中概股普跌,纳斯达克中国金龙指数收跌1.95%,哔哩哔哩跌超6%,百度跌超4%,阿里巴巴、蔚来、 小鹏汽车跌超2%。 转自:证券时报 ...
How Is NIO Expanding Its Global Footprint Beyond China?
ZACKS· 2026-02-04 16:25
Key Takeaways NIO opens an Uzbekistan store, marking entry into Asia via a distributor.NIO is shifting to distributors overseas after challenges with its China-style direct sales.NIO plans models in European markets and entry into Australia and New Zealand in 2026.Chinese EV maker NIO Inc. (NIO) continues to push forward with its global expansion, moving beyond China into markets across Europe, Central Asia and the Asia-Pacific region. Over the past few years, the company has steadily expanded its overseas ...
Better EV Stock: Rivian vs. Nio
Yahoo Finance· 2026-02-04 15:50
Core Insights - The electric vehicle (EV) market is shifting from hype-driven investments to a focus on companies with growing demand, scaling production, improving margins, and limited dilution risk. Rivian Automotive and Nio are highlighted as key contenders in this space. Rivian - Rivian is transitioning from a premium EV manufacturer to a mass-market contender with its upcoming R2 vehicle, aimed at the midsize SUV segment, directly competing with Tesla's Model Y [2] - The R2 is expected to have a starting price of $45,000, below the U.S. average new vehicle price of over $50,000, and is slated for launch in the first half of 2026, potentially expanding Rivian's addressable market [3] - Rivian's joint venture with Volkswagen is projected to provide $2.5 billion in capital, allowing the company to license its software-defined vehicle architecture, which could create a high-margin revenue stream [4] - In 2025, Rivian produced 42,284 vehicles and delivered 42,247, achieving a positive consolidated gross profit of $24 million and maintaining a cash balance of $7.1 billion, indicating financial flexibility for the R2 launch [5] Nio - Nio operates at a larger scale than Rivian, delivering 326,028 vehicles in 2025, with a strong start to 2026, achieving a 96.1% year-over-year increase in January deliveries to 27,182 vehicles [6] - The company aims for a 40% to 50% growth in deliveries for 2026, targeting 456,000 to 489,000 vehicles, which could enhance margins and demand in China's competitive EV market [6] - Nio is developing a broad EV ecosystem with three distinct brands: premium Nio, mass-market Onvo, and entry-level Firefly, alongside a dense battery-swap network that dominates the global market with over 2,300 stations [7]
NIO's January Deliveries Jump 96% Y/Y: More Tech Investment Ahead?
ZACKS· 2026-02-04 14:56
Key Takeaways NIO delivered 27,182 vehicles in January, up 96.1% Y/Y, spanning NIO, ONVO and FIREFLY brands.NIO rolled out a new NIO WorldModel upgrade enhancing assisted driving, parking and active safety features.NIO topped 1 million cumulative deliveries and plans more investment in smart EV tech & battery swap charging.NIO Inc. (NIO) , a leading player in the global smart EV market, reported its vehicle delivery results for January 2026. The company delivered 27,182 vehicles during the month, reflecting ...
美股中概股,集体下跌





第一财经· 2026-02-04 14:50
Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]
7年贷+减配,买车“套路”大揭秘
3 6 Ke· 2026-02-04 08:51
20多个品牌、超75款车疯狂促销。2026年刚开年,车圈就跟打了鸡血一样!什么"现金直降"、"零首付开走"、"月供一千三"的广告满天飞,好像不买就亏 了。 这波热闹促销的背后,其实藏着一个让行业都沉默的数据:去年12月,整个汽车行业的销售利润率,只剩下1.8%了。 什么概念?比去年同期直接腰斩, 甚至低于很多保本理财的收益。 数据来源:崔东树 就算看全年,平均利润4.1%,也是连续两年趴在地板上,低于工业平均的5.9%。 车是越造越多,2025年产了3478万台,增长10%,但"增产不增利",终究是压着车企喘不过气。 那么问题来了:利润都去哪了?车企为了活下去,使出的招数会不会影响我们买车? 三座大山压垮车企 利润薄得像张纸,有哪些大山正在压垮车企? 第一座山:原材料大涨。 来看瑞银刚出的这份研报,过去三个月,铝价涨了,单车成本多出约600块;铜价涨了,又多出1200块。但这都是小头,波动最大的是锂,一辆装80度电 池的纯电车,光锂成本就涨了约3800元! 仅金属部分,一辆电车成本就多出5600元。 你以为这就完了?更狠的还在后面——内存。 蔚来李斌之前预警得一点没错:到2026年,车企最大的成本压力可能不是 ...