今夜，崩了！

Group 1: Market Overview - The U.S. stock market is experiencing a divergence, with the Dow Jones index reaching a record high while the tech-heavy Nasdaq index is declining, down over 1% [4][5] - Concerns regarding the AI trading sector are intensifying, leading to a sell-off in technology stocks [5] Group 2: Company Performance - Broadcom's stock fell approximately 10% despite reporting a record fourth-quarter revenue of $18.02 billion and a profit of $8.518 billion, exceeding analyst expectations [7] - The CEO of Broadcom indicated that the gross margin for rapidly growing AI revenue is lower than that of non-AI revenue, which disappointed investors [7] - Fermi's stock plummeted 40% after a tenant terminated a $150 million agreement related to an AI campus project, raising concerns about potential bubbles in AI-related infrastructure [8] Group 3: Analyst Insights - Analysts suggest that the strong performance of the Dow indicates a potential market trend shift, where gains may spread beyond a few large-cap stocks [13] - There is a belief that 2026 will be a pivotal year for market leadership to diversify, prompting a shift in investment strategies [13][14]