杂谈美股这个位置

Group 1 - Broadcom's performance was disappointing despite strong order volume and guidance for $8.2 billion in AI semiconductor revenue for the next quarter [1] - The market perceived a $1 billion order from a suspected OpenAI client as underwhelming compared to the $21 billion in combined orders from Anthropic over two quarters [1] - Gross margin is expected to decline due to the shift from software and proprietary components to AI semiconductors and outsourced components, which is a continuation of a trend observed in the previous quarter [1] Group 2 - ServiceNow announced the acquisition of cybersecurity company Armis, resulting in an 11.5% drop in its stock price, attributed to intense competition in the cybersecurity SaaS market [2] - The cybersecurity SaaS sector is currently one of the best-performing areas in software, with companies like Net and CrowdStrike leading the way [2] - A recommendation for a data aggregation tool, "Red Rocket," was made for easier fund screening and comparison, particularly for ETFs, highlighting its user-friendly features [2]