Market Overview - US stock indices experienced a rise, with the Dow Jones up 0.94%, Nasdaq up 0.97%, and S&P 500 up 0.8% [1] - The VIX index decreased by 1.01% to 16.59, indicating reduced market volatility [1] - The US dollar index fell by 0.41% to 97.3, while the yield on the 10-year Treasury bond dropped by 1.142% to 4.243% [1] - Spot gold decreased by 0.13% to $3327.6 per ounce, and Brent crude oil rose by 0.42% to $66.68 [1] Industry & Stocks - Most major sectors in the S&P 500 saw gains, with energy up 1.43%, communications up 1.16%, and technology up 0.78% [1] - Chinese concept stocks showed mixed results, with TSMC up 0.57% and Pinduoduo down 1.3% [1] Technology Sector - Major tech stocks mostly rose, with Nvidia up 0.46%, Microsoft up 1.05%, and Amazon up 2.42% [2] - Coinbase (COIN) surged by 5.54%, while Robinhood (HOOD) increased by 2.14% [2] Company News - Nike's Q4 revenue reached $11.1 billion, exceeding analyst expectations of $10.72 billion, leading to a post-market surge of over 10% [5] - AeroVironment reported a 40% year-over-year revenue increase to $27.51 million, surpassing market expectations, and is expected to benefit from NATO's increased defense spending [6] - Core Scientific is in talks for acquisition by CoreWeave, with CoreWeave's stock rising by 33.01% [3] Regulatory Developments - The FHFA announced plans to allow cryptocurrencies as collateral for mortgage applications, marking a significant shift in asset evaluation standards [4]

智通财经APP获悉，周四，杰富瑞基于对行业支出的担忧，下调了阿斯麦(ASML.US)与ASM International(ASMIY.US)这两家荷兰半导体设备公司的评级。截至发稿，阿斯麦股价在盘前交易中下跌 1.8%，而ASM International微跌0.14%。 分析师贾纳丹·梅农(Janardan Menon)在致客户的报告中写道："我们预测2026年晶圆厂设备支出将下降 1%，而市场共识预期为两位数增长。" 他指出，这一悲观预期源于两大因素，而这些都与共识预期有所差异：一是预计2026年DRAM晶圆厂设 备支出将暴跌16%，二是中国市场的晶圆厂设备支出将进一步下滑。 他表示，其分析模型显示阿斯麦2026年销售额将下降2%，ASM International增长3%，两家公司的2026 财年每股收益预期分别比市场共识低17%和13%。 梅农将两家公司的评级从"买入"下调至"中性"，但同时将目标价分别从660欧元和490欧元上调至690欧 元和530欧元。 除了预计DRAM相关支出下滑外，梅农表示，尽管台积电(TSM.US)2nm工艺的设备安装量可能"持平"， 但先进逻辑晶圆厂设备支出明年仍有望"小 ...