（记者 王晓波） 泰永长征（002927.SZ）2月4日在投资者互动平台表示，公司目前销售给中达电通的产品为1U型断路 器，该产品适配于运营商基站，上述描述不属实。 每经AI快讯，有投资者在投资者互动平台提问：有消息称，公司销售给上海台达的产品，是针对谷歌 NV项目，为台达开发并配套供应用于谷歌数据中心的SST系统中的固态断路器，后续还将拓展到铁 芯、功率模块等零部件。请如实回答是否属实？ ...

谷歌的行业主管保罗·桑塔加塔（Paul Santagata）表示："没有信任就没有团队。"他很清楚这家科技巨 头对团队绩效进行的为期两年的大规模研究的结果。该研究显示，表现最好的团队有一个共同点：心理 安全，即相信犯错时不会受到惩罚。研究表明，心理安全可以让一个人承担适当风险、表达想法、有创 造力，并且勇于尝试——这些正是会引发突破市场的行为。 古老的进化过程解释了为什么在不确定且相互依存的环境中，心理安全既脆弱又至关重要。大脑将来自 老板、有激烈竞争的同事或不屑一顾的下属的挑衅，视为了生死攸关的威胁。杏仁核，大脑中的警钟， 点燃了"战斗或逃跑"的反应，劫持了更高的大脑中枢。这种"先行动，后思考"的大脑结构关闭了其他视 角和分析推理。确切地说，就在最需要的时候，我们失去了理智。尽管这种反应可能会在关键时刻拯救 我们，但它也阻碍了当今工作场所需要的战略思维。 1、以合作者身份处理冲突 二十一世纪的成功取决于另一个系统：积极情绪的拓宽和构建模式，它使我们能够解决复杂问题，并促 进了合作关系。北卡罗来纳州立大学的芭芭拉·弗雷德里克森（Barbara Fredrickson）发现，信任、好 奇、自信和灵感等积极情绪会 ...

昨夜，全球市场迎来一场戏剧性转折。随着黄金、白银价格暴力反弹，美股三大指数却全线收跌，市场情绪在地缘政治紧张与科技股抛售的双重冲击下剧烈 波动。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普5( | | 49240.99 | 23255.19 | 6917.1 | | -166.67 -0.34% -336.92 -1.43% -58.63 - | | | | 中国金龙 | 纳指100期货 | 标普500 | | 7610.01 | 25410.25 | 6939.( | | -71.87 -0.94% -41.75 -0.16% | | -2.75 | 当地时间2月3日，美股三大指数集体走弱。道琼斯工业平均指数下跌0.34%，报49240.99点；标普500指数跌0.84%，报6917.81点；纳斯达克综合指数跌 1.43%，报23255.19点，几乎完全回吐了年初以来的涨幅。科技巨头表现尤为疲软，微软、英伟达跌近3%，Meta跌超2%，亚马逊、谷歌均下跌超1%。 | く ロ | 万得美国科技七巨头指数(MAGS) | | | --- | --- | ...

【导读】纳斯达克指数近乎跌去年内涨幅 隔夜美股，受软件股抛售潮和美伊对峙升温影响，大型科技股走弱，三大指数全线走低。 纳斯达克指数近乎跌去年内涨幅 美东时间2月3日（周二），美股高开低走。受软件股抛售和地缘政治影响，三大指数全线走低。纳斯达克指数盘中跌幅达2.39%，美股科技巨头走弱。 截至收盘，标普500指数跌0.84%，报6917.81点；纳斯达克综合指数跌1.43%，报23255.19点；道琼斯工业平均指数跌0.34%，报49240.99点。纳斯达克指数 近乎跌去年内涨幅。 美股科技七巨头中，仅微软收涨，英伟达、脸书、亚马逊跌幅均超过2%。 | 名称 | 现价 | 涨跌 | | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 49240.99c | -166.67 | | -0.34% | 2.45% | | 纳斯达克指数 | 23255.19c | -336.92 | | -1.43% | 0.06% | | 标普500 | 6917.81c | -58.63 | | -0.84% | 1.06% | | 名称 | 现价 | ...

当地时间2月3日，美国股市三大股指全线收跌。 当地时间2月3日，美国股市三大股指全线收跌，其中道琼斯工业指数跌0.34%，报49240.99点，标准普尔500指数跌0.84%，报6917.81点，纳斯达克指数重 挫1.43%，报23255.19点。 美股市场大型科技股多数下跌，其中微软、英伟达跌近3%，Meta跌超2%，亚马逊跌近2%，谷歌跌超1%，苹果跌幅不足1%。特斯拉股价则小幅上涨，涨 幅不足1%。 能源股全线上涨，埃克森美孚涨近4%，康菲石油、斯伦贝谢、西方石油涨逾3%，雪佛龙涨超2%。 航空股集体上涨，西南航空、美联航涨逾3%，美国航空涨超2%，达美航空涨近2%。 芯片股多数下跌，费城半导体指数跌2.07%，恩智浦半导体、美光科技跌逾4%，迈威尔科技、科天半导体跌近4%，高通、博通跌超3%，微芯科技跌近 2%。闪迪则再度大涨，收盘涨幅超过4%。 美股贵金属概念股表现强劲，盎格鲁黄金涨超6%，泛美白银、金罗斯黄金涨超5%，科尔黛伦矿业涨逾4%，巴里克黄金涨超2 %。 贵金属期货大幅反弹， COMEX黄金期货收涨6.83%，报4970.5美元/盎司；COMEX白银期货收涨10.27%，报84.915美元 ...

Core Viewpoint - AI application software stocks experienced a significant decline following the announcement of Google's "Project Genie," which allows users to create and interact with virtual worlds [1] Group 1: Stock Performance - Shopify (SHOP.US), Cloudflare (NET.US), and ServiceNow (NOW.US) all fell over 7% [1] - SAP SE (SAP.US) and Salesforce (CRM.US) dropped more than 5% [1] - Applovin (APP.US) decreased by over 3% [1] Group 2: Google's Announcement - Google introduced "Project Genie," a product that supports the creation and interaction of virtual worlds [1] - The company stated that even in its early version, trusted testers can create diverse and engaging virtual worlds and experiences [1] - Google has launched a prototype version of "Project Genie" for AI Ultra paid subscribers in the U.S. [1]

Core Viewpoint - AI application software stocks experienced a significant decline following the announcement of Google's "Project Genie," a product that allows users to create and interact with virtual worlds [1] Group 1: Stock Performance - Shopify (SHOP.US), Cloudflare (NET.US), and ServiceNow (NOW.US) all fell over 7% [1] - SAP SE (SAP.US) and Salesforce (CRM.US) dropped more than 5% [1] - Applovin (APP.US) decreased by over 3% [1] Group 2: Project Announcement - Google introduced "Project Genie," which is currently in an early version stage and allows users to create diverse and engaging virtual worlds [1] - The company stated that even in this early phase, trusted testers can explore new ways to use the product [1] - A prototype version of "Project Genie" has been launched for AI Ultra paid subscribers in the United States [1]

记者丨张嘉钰 吴斌 编辑丨黎雨桐 2月3日，美股开盘涨跌不一，截至23:37，道指涨0.05%，标普500指数跌0.56%，纳指小幅高开后转跌超 1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 49431.43 | 23.77 | 0.05% | 2.85% | | 纳斯达克指数 | 23310.90 | -281.21 | -1.19% | 0.30% | | 标普500 | 6937.33 | -39.11 | -0.56% | 1.34% | | 纳斯达克100 | 25409.34 | -329.27 | -1.28% | 0.63% | | 万得美国科技七巨头指数 | 65331.94 | -1004.40 | -1.51% | -1.42% | | 万得中概科技龙头指数 | 4224.14 | -88.50 | -2.05% | -1.29% | | 纳斯达克中国金龙指数 | 7628.12 | -53.75 | -0.70% | 1.31% | 科技股多数下挫，美股科技七巨头全员飘绿，英伟 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry, indicating an expected performance exceeding 10% relative to the market index [12]. Core Insights - Microsoft reported Q2 FY2026 revenue of $81.273 billion, a year-on-year increase of 16.7% and a quarter-on-quarter increase of 4.6%. The operating profit was $38.275 billion, up 20.9% year-on-year, with an operating margin of 47.1% [5][6]. - The growth was primarily driven by the Intelligent Cloud segment, which generated $32.907 billion in revenue, reflecting a 28.9% year-on-year increase. However, growth in this segment showed signs of slowing, with guidance for the next quarter reduced to 37%-38% [6][9]. - The Productivity and Business Processes segment also contributed, with revenue of $34.116 billion, a 15.9% year-on-year increase, indicating strong user engagement in Microsoft 365 products [6]. Revenue and Profit Performance - The revenue growth was supported by an increase in global paid users and higher unit pricing, particularly in the Intelligent Cloud business [5]. - Net profit reached $38.458 billion, marking a significant year-on-year increase of 59.5%, with diluted earnings per share at $5.16, up 59.8% [5]. Business Segment Analysis - The report highlights a shift in Microsoft's business structure towards cloud and AI services, with the More Personal Computing segment experiencing relative growth pressure [6][7]. - The company is focusing on enhancing its competitive edge through increased R&D spending, which reached $8.504 billion, a 7.4% year-on-year increase, primarily directed towards AI and cloud infrastructure [7]. Cash Flow and Capital Expenditure - Despite a strong operating cash flow of $35.758 billion, free cash flow decreased to $5.88 billion, down 77.1% quarter-on-quarter, indicating pressure from high capital expenditures related to AI and cloud infrastructure [8]. - The report notes that Microsoft is in a capital-intensive phase, investing heavily in data centers and server capacity, which may impact short-term cash flow but is aimed at securing long-term growth [8]. Investment Recommendations - The report suggests that while Microsoft maintains robust revenue and profit growth driven by its core segments, the current high investment phase in AI infrastructure may pressure short-term profitability and cash flow [9]. - Investors are advised to monitor the return on AI capital expenditures and the effectiveness of collaborations with OpenAI [10].

Group 1 - The core viewpoint of the article highlights a significant drop in the stock price of AI chip company Cambricon, which fell nearly 14% during intraday trading, with a market value briefly dropping to around 450 billion yuan [1] - Cambricon's stock closed down 9.18% at 1,128 yuan, while other AI chip companies like Moore Threads and Muxi also experienced declines of 2.65% and 3.08% respectively [1] - In response to the unusual stock price fluctuations, Cambricon issued a statement denying false information circulating about organizational activities and revenue guidance, emphasizing stable operational conditions [1] Group 2 - Cambricon is expected to turn a profit by 2025, but the growth rate for the fourth quarter is anticipated to slow significantly [1] - From an industry perspective, TSMC's 2nm capacity has been fully booked by major global tech companies, including AMD, Google, AWS, and NVIDIA, which have scheduled advanced process capacity releases for the coming years [1] - Some institutions remain optimistic about Cambricon, suggesting it will benefit from the ongoing surge in AI computing power demand, while others express concerns regarding its high valuation [1]