格隆汇2月6日｜中概股集体走强，纳斯达克中国金龙指数涨近2%。其中，灿谷、博美集团涨超9%，蔚 来、新氧涨超8%，理想汽车、世纪互联、爱回收、禾赛涨超4%，万国数据、金山云、宝尊电商、虎牙 涨超3%，小马智行、小鹏汽车、百度、哔哩哔哩涨超2%，阿里、网易、京东涨超1%。 ...

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]

VNET Group, Inc. (NASDAQ:VNET) is one of the Top 15 Chinese Companies on US Exchanges. VNET Group, Inc. (NASDAQ:VNET) shares have soared over 67% over the last one year, as of January 28. Out of 12 analysts covering VNET, 11 rate the stock as a Buy. VNET has a median price target of $15.21, implying 34.50% upside. Analyst Remains Buy on VNET Group as Its Shares Soar Over 67% In One Year Carol Gauthier/Shutterstock.com On January 9, BofA reaffirmed its Buy rating on VNET Group, Inc. (NASDAQ:VNET). Daley ...

格隆汇1月27日｜纳斯达克中国金龙指数涨超1%，虎牙涨15.97%，金山云涨11.54%，中进医疗涨 8.68%，世纪互联涨7.08%，哔哩哔哩涨4.29%。 ...

Group 1 - The Nasdaq China Golden Dragon Index increased by over 2% on January 22 [1] - 1药网 (1Drug Network) rose by 9.38% [1] - 阿里巴巴 (Alibaba) saw a gain of 6.90% [1] - 理想汽车 (Li Auto) experienced a rise of 5.99% [1] - 世纪互联 (Century Internet) increased by 6.03% [1] - 康迪车业 (Kandi Technologies) grew by 5.64% [1]

Group 1 - Global stock markets experienced a slight increase following Trump's withdrawal of trade threats against Europe, alleviating concerns about a trade war [2][28] - As of the report, Dow futures rose by 0.35%, S&P 500 futures increased by 0.56%, and Nasdaq futures climbed by 0.83% [3][29] - The European Stoxx 600 index rose by 1.1%, with the automotive sector leading gains, particularly Volkswagen which surged by 5.2% [3][29] Group 2 - Gold prices remained stable near record highs, indicating that risk appetite in the stock market has not fully translated into a significant drop in safe-haven demand [4][30] - The market interpreted Trump's statements as a sign of easing geopolitical and trade tensions, leading to a renewed preference for stock assets [4][30] Group 3 - Semiconductor stocks strengthened, with Nvidia's CEO comments at Davos boosting enthusiasm for AI investments, leading to a 17% surge in Disco Corp. and a 2.3% increase in Samsung Electronics [6][31][32] - The Korean benchmark index, a tech stock indicator, reached a historical high [32] Group 4 - The VIX volatility index, known as the "Wall Street fear gauge," saw a significant decline, indicating a reduction in market panic [34] - Japanese government bonds rebounded for the second consecutive trading day, while Bitcoin traded around $90,000 [33] Group 5 - Focused stocks included Western Digital, which rose over 4%, Micron Technology up over 3%, and Seagate Technology increasing by 2.5% [40] - Moderna continued to rise by 5.6% following positive data on its mRNA cancer vaccine [41] - GE Aerospace saw a pre-market increase of over 5%, with adjusted earnings per share expected to be between $7.10 and $7.40 for 2026, exceeding market expectations [42]

| VNET 世纪互联 | 03 | | --- | --- | | 10.120 + +0.640 +6.75% | 收盘价 01/21 16:00 美东 | | 10.250 + 0.130 +1.28% | 盘前价 01/22 04:13 美东 | | 一 5 24 4 5 8 8 同 ♥ 自选 | ● 快捷交易 | | 最高价 10.200 开盘价 9.920 | 成交量 553.71万 | | 最低价 9.820 昨收价 9.480 | 成交额 5546.01万 | | 平均价 10.016 市盈率ITM 亏损 | 总市值 27.23亿(... | | 振 幅 4.01% | 市盈率(静) 595.29 总股本 2.69亿 | | 换手率 3.86% 市净率 3.299 | 流通值 14.5亿 | | 52周最高 16.130 委 比 95.52% | 流通股 1.43亿 | | 52周最低 4.650 量 比 0.61 | 每 手 1股 | | 历史最高 44.450 股息TTM -- | | | 历史最低 1.390 股息率TM -- | | 昨日收涨6.75%的世纪互联(VNET.US)今日美 ...

摩根士丹利发表报告指，规模需求、资源可用性及政策正共同驱使超大规模业者未来的AI数据中心部 署向边远地区倾斜。该行认为，在AI时代，边远地区数据中心市场的供需动态将更为健康，并具备稳 定的回报前景，拥有强大资源管道的领先数据中心营运商将从中受益。 大摩看好万国数据，予其"增持"评级并列为首选标的，目标价由54美元升至64美元，因其在中国市场的 策略转型以及在边远地区资源建设上的快速进展。同时，该行也看好世纪互联，评级"增持"，目标价由 14美元上调至16美元，因其具备先发优势。该行维持对奥飞数据"与大市同步"评级，并维持对光环新网 及宝信软件"减持"评级，缺乏在正确边远枢纽的有效布局将导致它们在中长期面临市场份额流失的风 险。 ...

Group 1 - The Nasdaq Golden Dragon China Index increased by 2.15%, reaching 7772.06 points as of January 21 [1] - Notable stocks such as Bilibili, Baidu, and Century Internet saw gains exceeding 5% [1] - The index's previous close was 7608.38 points, indicating a significant upward movement [1] Group 2 - The index recorded a highest price of 7781.05 and a lowest price of 7735.85 during the trading session [1] - The price-to-earnings ratio of the index stands at 23.7, while the price-to-book ratio is at 2.24 [1] - Year-to-date performance shows an increase of 3.22% [1]

三、上市公司重要公告 1月21日盘后，奥泰生物披露增持情况；宸展光电、深水海纳、恒帅股份、卫宁健康、祥源新材、卡莱 特、洪兴股份、福石控股、新迅达、东箭科技、雅艺科技、晶瑞电材、雪祺电气、蓝箭电子、闻泰科 技、禾望电气、北方导航、华达新材、格林达、永安期货、信捷电气等21家A股上市公司披露减持情 况。 八、外围市场与关联资产 美股三大指数集体收涨，道指涨1.21%，纳指涨1.18%，标普500指数涨1.16%；大型科技股多数上涨， 英特尔涨超11%，AMD涨超7%，英伟达、特斯拉涨超2%；存储概念股走强，闪迪涨超10%，西部数据 涨超8%；美股地区银行指数涨4.7%，创8月份以来最大单日涨幅。 纳斯达克中国金龙指数收涨2.22%，新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%。 纳斯达克中国金龙指数收涨2.22%，新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个 ...