每经AI快讯，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%，英伟 达、特斯拉、博通、Meta跌超3%，谷歌、亚马逊跌超2%。 ...

Key Takeaways NVIDIA benefits from eased U.S.-China trade curbs, boosting H200 chip shipments and revenue growth. NVDA expects fiscal Q4 2026 revenue near $65B as data center, GPU and Blackwell chip demand accelerates. Palantir shows strong AIP-driven growth, but reliance on government contracts raises risks. The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation (NVDA) and Palantir Technologies Inc. (PLTR) , making them some of the most sought-after stocks on Wall S ...

Core Viewpoint - The introduction of a new AI automation tool by Anthropic has triggered a significant sell-off in software stocks, leading to a substantial decline in the Goldman Sachs software index, with approximately $2 trillion wiped off since its peak [1]. Group 1: Market Reaction - The sell-off in software stocks has been extensive and is now affecting hardware stocks as well, with notable declines in companies like NVIDIA and Google, while Microsoft has shown a slight rebound [3]. - The negative sentiment surrounding software stocks has become a global phenomenon, indicating a broad market reaction to the current state of the software industry [2]. Group 2: Investor Sentiment - Some investors are beginning to consider this sell-off as a potential buying opportunity, suggesting that a rally could occur if software stocks decline too much, as many are currently in oversold territory [4]. - There is a growing discussion among investors about whether it is wise to attempt to "catch a falling knife" in the current market environment [4].

Nvidia stock (NASDAQ: NVDA) slipped sharply on Wednesday as Washington's China policy collided with investor nerves. The NVDA share price fell around 4% after fresh headlines underscored that US natio... ...

The "indiscriminate†chip selloff is reminiscent of DeepSeek fears that were "proved unfounded,†a Bank of America analyst said. ...

本文源自：金融界AI电报 英伟达(NVDA.O)股价跌至一个多月来的低点，最新下跌3.8%。 ...

英伟达首席执行官黄仁勋表示，本周市场因担心人工智能带来的颠覆性影响而抛售软件股，这毫无道 理。英伟达的设备位于全球人工智能数据中心建设的核心。黄仁勋在思科周二晚些时候的一场活动中表 示，软件产品是工具，人工智能会使用这些工具，而不是重新发明它们。他表示，"这是世界上最不合 逻辑的事情。有人认为工具正在衰落，将被人工智能取代。你是会用螺丝刀还是发明一把新的螺丝刀 呢？"由于担心Anthropic及其他人工智能模型开发商发布的工具可能最终将实现公司内部大量工作的自 动化，软件相关股票连续第二天下跌。英伟达的黄仁勋表示，他自己的公司已经广泛采用了这类工具， 其结果是为员工腾出了更多时间，让他们能够专注于公司擅长的领域：设计半导体和计算机系统。 来源：滚动播报 ...

美股持续下挫，纳指跌超2%，标普跌超1%。英伟达跌超4%，谷歌跌超2%，苹果涨超1%，亚马逊跌超 2%，特斯拉跌超4%，博通跌超7%。 来源：滚动播报 ...

Core Insights - Nvidia has emerged as a leading success in the stock market, driven by the demand for its chips due to trends in blockchain technology and artificial intelligence [1] - The company is now the largest by market capitalization, with expectations of continued growth [1][2] Group 1: Financial Performance and Market Position - Nvidia has experienced significant sales and profit growth due to high demand from hyperscalers and tech first-adopters [3] - The company has transitioned from producing solid gains to remarkable financial success in recent years [2] Group 2: Growth Drivers and Future Outlook - Nvidia identifies three key platform shifts that will sustain demand: accelerated computing, the need for powerful AI models, and the rise of agentic AI applications [4] - AI infrastructure spending is projected to increase from nearly $1 trillion to between $3 trillion and $4 trillion by 2030, indicating substantial growth potential for Nvidia [5] - The rapid growth of generative AI and its applications, along with the concept of physical AI, suggests a bright future for the company [5]

The U.S. stock market is experiencing mixed trading patterns on Wednesday, February 4th, 2026, with a notable rotation out of technology giants and into broader market sectors. While the Dow Jones Industrial Average shows resilience, major tech stocks continue to weigh heavily on the S&P 500 and Nasdaq Composite, marking a second consecutive day of pressure for the tech-heavy indexes. Investors are closely monitoring a flurry of earnings reports and key economic data releases, which are shaping midday marke ...