高通美股盘前跌超10％，消息面上，公司二季度营收指引不及市场预期。 来源：滚动播报 ...

Market Overview - The three major indices showed mixed results, with the Dow Jones increasing by 0.53%, while the Nasdaq and S&P 500 decreased by 1.51% and 0.51% respectively [1] - The market displayed a divergence in performance among bank stocks and technology stocks, with Chinese concept stocks hitting recent lows [1] Banking Sector - Bank stocks continued their strong performance but showed signs of divergence, with First Citizens Bank rising by 3.43% and Zions Bank increasing by 2.33% [3] - Major banks like Bank of America and U.S. Bancorp saw gains of over 1%, while Goldman Sachs fell by 2.74% and Morgan Stanley dropped by 1.55% [3] Technology Sector - The technology sector exhibited weakness and divergence, with significant declines in stocks such as Super Micro Computer down by 17.31%, Tesla down by 3.78%, and Nvidia down by 3.41% [3] - Conversely, Apple managed to rise by 2.6% and Qualcomm increased by 1.16% [3] Chinese Concept Stocks - Chinese concept stocks continued to decline, closing down by 1.95% and reaching recent lows, with Bilibili dropping by 6.56% and NetEase down by 5.41% [3] - Other notable declines included Tencent Holdings down by 4.12% and Baidu down by 4.77%, while Li Auto and Beike saw gains [3] Gold Market - COMEX gold experienced fluctuations, closing up by 0.32% at $4986.4 per ounce, after hitting a low of $4867.7 and a high of $5113.9 during the trading session [3]

Group 1 - Qualcomm, the world's largest smartphone chip manufacturer, has provided a subdued revenue outlook for the current fiscal quarter, raising concerns that the shortage of memory chips and rising prices may suppress smartphone demand [1] - For the second fiscal quarter, Qualcomm expects revenue to reach between $10.2 billion and $11 billion, with an adjusted earnings per share of $2.55, while analysts had estimated revenue of $11.2 billion and earnings per share of $2.89 [1] - Despite strong demand for high-end smartphones, Qualcomm noted that tight supply and rising prices of memory chips will lead to lower-than-expected smartphone production for some customers, particularly in China [1] Group 2 - Qualcomm's CEO, Cristiano Amon, is pushing for a company transformation to increase chip sales in automotive, personal computers, and data centers, aiming for greater business diversification, although these new ventures are not yet large enough to offset the slowdown in the smartphone chip market [1] - Amon expressed optimism about the demand for high-end smartphones despite the short-term impact on the mobile chip business due to industry-wide memory chip supply constraints [1] - Qualcomm's stock price closed at $148.89 on February 4, with a post-market drop of approximately 9%, and the stock has declined by 13% year-to-date [1]

2月5日，高通盘后跌逾8%，报136.7美元。高通第一财季调整后营收122.5亿美元，分析师预期122亿美元。该公司对当前财 季营收给出平淡的展望，令人担忧存储芯片短缺导致价格上涨可能抑制手机需求。高通预计，第二财季营收达到102亿-110 亿美元，分析师的平均预估为营收112亿美元。剔除部分项目后每股收益料达2.55美元，分析师预计每股收益2.89美元。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 高通称，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户的手机产量将低于预期。高通首席执行 官Cristiano Amon正在推动公司转型，增加面向汽车、个人电脑和数据中心的芯片销售，使业务更加多元化，但这些新业务 的规模仍不足以弥补手机芯片市场放缓。Amon在声明中表示："尽管短期内我们的手机芯片业务展望受到全行业存储芯片 供应受限的影响，但我们仍对高端智能手机的需求感到鼓舞。" ...

昨夜今晨，美股市场延续风格轮动的态势，在多家科技权重持续回调的压力下，纳指连续第二天跌超1%。标普500指数同样收跌，但其中超7成成分股以涨 势收盘。 截至收盘，标准普尔500指数跌0.51%，报6882.72点；纳斯达克综合指数跌1.51%，报22904.58点；道琼斯工业平均指数涨0.53%，报49501.3点。连续两日下 跌后，纳指也跌破了100日均线。 财报方面，谷歌母公司ALPHABET第四财季营收1,138.3亿美元，同比增长18%，预估1,114亿美元，谷歌云收入176.6亿美元，同比增长48%；经营利润359.3 亿美元，同比增长16%，预估369.5亿美元。公司四季度大模型Gemini月活用户数（MAU）超过7.5亿。公司预计2026年资本开支1750亿~1850亿美元，分析 师预期1195亿美元。 周三市场的关键异动，是光伏板块在"SpaceX团队考察中国光伏产业链"的消息影响下全面上涨。其中微型逆变器制造商Enphase Energy涨38.60%、 SolarEdge涨13.14%，光伏组件龙头晶科能源涨8.66%。 按照市值排名，截至收盘，英伟达跌3.41%、苹果逆势上涨2.6%、谷 ...

Market Performance - The US stock market continued its style rotation, with the Nasdaq Composite Index falling over 1% for the second consecutive day, closing at 22,904.58 points, and breaking below the 100-day moving average [1] - The S&P 500 Index decreased by 0.51% to 6,882.72 points, while the Dow Jones Industrial Average rose by 0.53% to 49,501.3 points [1] S&P 500 Component Stocks - Among the S&P 500 components, 363 stocks closed higher, leading to a 0.9% increase in the equal-weighted S&P 500 index [2] - Notable gainers included Advanced Micro Devices (AMD) down 17.31% after disappointing earnings, and other AI-related stocks like AppLovin and Palantir, which fell over 10% [2] - The "storage giants" also saw significant declines, with SanDisk down 15.95% and Micron Technology down 9.55% [2] Key Company Developments - Nvidia's CEO expressed confusion over the software sector's decline, emphasizing that AI tools are not replacing existing tools [2] - Alphabet announced a staggering capital expenditure forecast of $175 billion to $185 billion for the current fiscal year, significantly higher than the analyst expectation of $119.5 billion [3] - Following Alphabet's announcement, Broadcom, which produces TPUs for Google, saw its stock rise over 5% in after-hours trading [4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.95%, with Alibaba down 2.76% and JD down 1.75% [6] Earnings Reports - Eli Lilly's stock rose 10.33% after a positive earnings report and optimistic sales guidance, solidifying its position in the obesity treatment market [7] - AMD experienced its largest single-day drop since 2017, down 17.31%, due to weak earnings guidance [8] - Qualcomm's disappointing earnings guidance led to an 8% drop in its stock [9] - Arm Holdings' stock fell 10% despite meeting market expectations for the quarter [10] - e.l.f. Beauty's stock surged 15% after significantly exceeding analyst expectations in both earnings and guidance [11]

本文源自：金融界AI电报 高通盘后跌逾8%，报136.7美元。高通第一财季调整后营收122.5亿美元，分析师预期122亿美元。该公 司对当前财季营收给出平淡的展望，令人担忧存储芯片短缺导致价格上涨可能抑制手机需求。高通股价 在盘后交易中重挫。高通预计，第二财季营收达到102亿-110亿美元，分析师的平均预估为营收112亿美 元。剔除部分项目后每股收益料达2.55美元，分析师预计每股收益2.89美元。高通称，虽然高端手机仍 有需求，但由于存储芯片供应紧张且价格大涨，部分客户的手机产量将低于预期。高通首席执行官 Cristiano Amon正在推动公司转型，增加面向汽车、个人电脑和数据中心的芯片销售，使业务更加多元 化，但这些新业务的规模仍不足以弥补手机芯片市场放缓。Amon在声明中表示："尽管短期内我们的手 机芯片业务展望受到全行业存储芯片供应受限的影响，但我们仍对高端智能手机的需求感到鼓舞。" ...

智能手机芯片生产商高通公司对当前财季营收给出平淡的展望，令人担忧存储芯片短缺导致价格上涨可 能抑制手机需求。高通股价在盘后交易中重挫。 高通周三盘后公布财报称，第二财季营收预计达到102亿至110亿美元。剔除部分项目后每股收益料达 2.55美元。彭博汇总的数据显示，分析师的平均预估为营收112亿美元、每股收益2.89美元。 高通称，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户（尤其是中国客户） 的手机产量将低于预期。高通首席执行官Cristiano Amon正在推动公司转型，增加面向汽车、个人电脑 和数据中心的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放缓。 高通称，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户（尤其是中国客户） 的手机产量将低于预期。高通首席执行官Cristiano Amon正在推动公司转型，增加面向汽车、个人电脑 和数据中心的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放缓。 Amon在声明中表示："尽管短期内我们的手机芯片业务展望受到全行业存储芯片供应受限的影响，但我 们仍对高端智能手机的需求感 ...

Market Overview - The three major indices closed lower, with the Dow Jones down 0.345%, the Nasdaq down 1.43%, and the S&P 500 down 0.84% [1] Banking Sector - Bank stocks experienced a broad rally, with notable increases including US Bancorp up 2.32%, Zions Bank up 2.25%, JPMorgan Chase up 2.18%, and Union Bank up 2.11%. Other banks like Alliance West Bank and Citigroup also saw gains above 1% [3] - However, Morgan Stanley and Goldman Sachs faced declines, contrasting with the overall positive trend in the banking sector [3] Technology Sector - The technology sector continued to show weakness, with Qualcomm down 3.56%, Netflix down 3.41%, Nvidia down 2.84%, Microsoft down 2.87%, and META down 2.08%. Google and Amazon also experienced declines exceeding 1% [3] - Conversely, Tesla and Nvidia managed to post slight gains despite the overall sector downturn [3] Chinese Concept Stocks - Chinese concept stocks opened lower and continued to decline, with a mid-session drop of 2.4% and a closing decrease of 0.94%. Notable declines included Bilibili down 4.21%, Tencent Holdings down 3.33%, Baidu down 2.5%, and Alibaba down 2.81%. Beike fell by 2.17% [3] - Xpeng Motors, however, saw a significant increase of 4.06%, while Li Auto dropped by 2.9% [3] Gold Market - COMEX gold prices opened high and reversed strongly, closing up 6.19% at $4970.5 per ounce. The lowest price during the session was $4690.2, while the highest reached $5018.1 per ounce [3]

国家统计局：2026年1月份中国制造业采购经理指数为49.3% 比上月下降0.8个百分点 国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示，1 月我国制造业市场需求有所收紧，但企业生产保持扩张态势，产业结构继续优化；服务业运行 态势相对稳定，企业预期持续向好。2026年1月份中国制造业采购经理指数为49.3%，比上月 下降0.8个百分点。1月份装备制造业采购经理指数为50.1%，高技术制造业采购经理指数为 52%，装备制造业和高技术制造业稳中向好发展，制造业产业结构持续优化。 北京经济技术开发区：推进数模混合、存算一体等芯片架构研发创新 延伸场景定义芯片、行 业专用芯片、使能软件等产业链条 北京经济技术开发区管理委员会印发《关于进一步加快建设全域人工智能之城的实施方案 （2026—2027年）》。其中提到，夯实智能原生基础能力。发挥集成电路制造能力优势，推 动"设计-制造-封测-算力"一体化协同发展，牵引算力基础设施与高性能智算产业持续迭代。推 进数模混合、存算一体等芯片架构研发创新，延伸场景定义芯片、行业专用芯片、使能软件等 产业链条。推动通用与垂类模型协同发展，加快认知 ...