北京时间2月5日晚，美股三大指数低开，截至发稿前，道指下跌0.43%，纳指下跌0.52%，标普500指数下跌0.50%。 现货黄金、白银下跌，截至发稿，现货黄金下跌3.18%，现货白银下跌15%。 | | 伦敦金现 00 AUUSDO 责 | | | --- | --- | --- | | 4851.800 | 5020.070 昨收 4783.150 买价 | 5010. 4851.1 | | -159.130 -3.18% 开 | 5011.070 卖价 | 4853.4 | | 同花顺黄金 2 | 银行金价 1089.05 -1.94% | | | 相当 ETE の | TIn L 塩 S ETE - Z 160/ / | | | 布伦特原油主连， | | | | | --- | --- | --- | --- | | BRNOW 外期 延時 | | | | | 68.95 振幅 67.67 | 回应 | 2.51% 量 19.05 | | | 67.21 昨结 | ਜ਼ਿੰ | 69.46 持仓 60.78 | | | -1.79 -2.58% 开 68.52 今结 | | 日増 +85 | | | ...

格隆汇2月5日｜美股芯片股走高，其中，博通涨超4%，英特尔涨超3%，台积电、阿斯麦、AMD、应用 材料、英伟达涨超1%。 ...

Key Takeaways NVDA trades at a premium with a forward P/E of 37.06X, well above the sector and most semiconductor peers.NVDA benefits from strong AI-driven demand as its data center unit delivered nearly 90% of total Q3 revenues.NVDA posted Q3 revenue growth of 62% and expects Q4 sales to climb 66% year over year.NVIDIA Corporation (NVDA) shares are currently trading at a premium, as suggested by the Value Score of D. The stock is trading at a premium, with a forward 12-month price-to-earnings (P/E) multipl ...

Core Insights - Major cloud providers are significantly increasing their investments in AI infrastructure, with combined capital expenditures projected to rise from approximately $150 billion in 2022 to over $360 billion by 2025, while their average return on invested capital (ROIC) has improved by over 900 basis points during the same period [1] - The infrastructure investments have not negatively impacted profitability; instead, they have coincided with improved returns, driven by full utilization of new compute infrastructure and strong cloud revenue from enterprise customers [1] - AI infrastructure is enhancing internal operations, with companies like Meta reporting billions in incremental revenue from AI-driven ad targeting and placement [1] AI Spending and Fund Access - The Alger 35 ETF (ATFV) offers investors exposure to the efficiency trends in AI infrastructure, holding positions in key companies such as Nvidia, Microsoft, and Alphabet [1] - The fund targets approximately 35 U.S. companies identified through fundamental research as having promising growth potential, focusing on highly disrupted market segments [1] - ATFV achieved a return of 37.46% in 2025, outperforming the S&P 500 Index, and was recognized as one of the top-performing stock ETFs of the year by Morningstar [1]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 由于存储芯片短缺问题，英伟达将推迟发布新款游戏芯片。（The Information） ...

为在人工智能(AI)领域确立领先地位， 谷歌(GOOGL.US) 正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期，并宣布了一项 远超分析师预测的巨额资本支出计划，旨在大规模建设数据中心与基础设施，以赢取AI时代的竞争优势。 更值得关注的是，2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执行官桑达尔·皮查伊向投资者强调，这些 投入至关重要。他在周三的声明中表示："我们看到AI投资及基础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高，AI正持续 驱动扩张性增长。" 天弘科技(CLS.US) 是谷歌TPU服务器的组装厂商。尽管此前有报道称新版TPU服务器可能转由其他供应商组装，这导致其股价承压，但此次谷 歌的巨额投资计划重新点燃了市场对其业务的信心，其股价在盘前交易中反弹上涨逾6%。 尽管皮查伊一再强调AI投资的重要性，但这一消息仍令华尔街大为震惊。截至周四盘前，谷歌股价跌逾4%。 Lumentum(LITE.US) 作为数据中心光互连组件的关键供应商，其业务与数据中心建设规模直接相关。虽然其股价在消息公布后的盘前交易中 出现波动，但长期来看，数据中心 ...

Nvidia‘s (NASDAQ:NVDA) 2026 State of AI in Financial Services report shows that around 89% of surveyed professionals in the sector affirm that artificial intelligence is driving simultaneous gains in annual revenue while slashing operational costs. This insight, drawn from responses by over 800 executives, data scientists, developers, and IT specialists worldwide, underscores a maturing AI landscape where tech is no longer experimental but a core driver of profitability.The research report now paints a pict ...

谷歌表示，今年的资本支出将高达1850亿美元，远高于分析师此前预计的1195亿美元。根据汇编数据， 其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元，也超过952亿美元的平均预期。 更值得关注的是，2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执 行官桑达尔.皮查伊向投资者强调，这些投入至关重要。他在周三的声明中表示："我们看到AI投资及基 础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高，AI正持续驱动扩张性增长。" 尽管皮查伊一再强调AI投资的重要性，但这一消息仍令华尔街大为震惊。截至周四盘前，谷歌股价跌 逾4%。 半导体供应链成最大赢家 然而，在投资者消化这一决策的同时，由于市场预期谷歌巨额资金将流入多家合作企业，从而带来发展 红利，英伟达(NVDA.US)、博通(AVGO.US)等股价纷纷走高。 为在人工智能(AI)领域确立领先地位，谷歌(GOOGL.US)正以前所未有的规模加大资本投入。该公司近 日公布的季度营收超出市场预期，并宣布了一项远超分析师预测的巨额资本支出计划，旨在大规模建设 数据中心与基础设施，以赢取AI时代的竞争优势。 根据谷歌的规划， ...

Let's bring in Kevin Green senior markets correspondent right away to help set up the action today and make sense of it all. Uh all right KG I didn't expect us to I think start as weak as we were because I I saw like the initial reaction as I recall to Alphabet Google was seem to be uh positive. Uh but before we dive into that, let's get your big picture take on markets and where they stand now.>> Yeah, we continue to see a lot of pressure when it comes to the technology stocks as well as communication serv ...

Tower半导体(TSEM.US)盘前一度飙升超19%，现涨幅收窄至约4.3%，报126.47美元。消息面上，Tower 半导体宣布与英伟达合作开发用于AI数据中心的先进硅光子技术。这家以色列半导体代工厂将通过高 性能硅光子技术扩展AI基础设施部署，用于为英伟达网络协议设计的1.6T数据中心光学模块。据介绍， 其硅光子技术与之前的解决方案相比，数据传输速率最高可提升一倍，为光连接提供更高带宽，加速 AI应用性能。(格隆汇) ...