分析师上调评级——New Street Research将ARM评级上调至"买入"，增强了分析师的看涨关注，有望支 撑短期买盘压力。 来源：环球市场播报 Arm控股公司（纳斯达克代码：ARM）股价今日走高，此前公布的第三季度业绩喜忧参半但整体向 好，且其人工智能驱动的业绩展望乐观，不过投资者仍在权衡其许可收入未达预期及行业面临的不利因 素。以下是可能影响该股走势的关键消息。 积极情绪： 第三季度业绩超预期——ARM公布的每股收益为0.43美元，营收达12.4亿美元，均超过市场预期，并显 示出强劲的同比增长，提振了市场情绪。 来源：Arm Holdings股票今日为何上涨 第四季度业绩指引乐观——公司预计第四季度营收和每股收益将高于市场预期，理由是AI数据中心对 Arm架构的持续需求，这一前瞻性展望强化了对AI相关收入的乐观预期。 来源：Arm预计季度营收超预期 许可收入略低于预期——许可收入微幅不及预期，导致股价在盘后交易中下跌；许可是高利润率且对业 绩敏感的业务线，投资者密切关注其利润可持续性。 来源：许可收入不及预期致股价暴跌 智能手机市场面临阻力——内存短缺和原始设备制造商减产可能制约明年手机出货量及智 ...

北京时间2月6日凌晨，美股周四尾盘继续走低，道指下跌480点，标普500指数连续第三个交易日下跌。 随着投资者采取避险立场，Alphabet、比特币与白银齐跌。投资者关注劳动力市场降温迹象。 道指跌481.77点，跌幅为0.97%，报49019.53点；纳指跌317.27点，跌幅为1.39%，报22587.31点；标普 500指数跌73.58点，跌幅为1.07%，报6809.14点。 与此同时，加密货币市场的抛售持续加剧，比特币跌破被视为关键支撑位的7万美元关口。在贵金属领 域，白银价格再度承压，结束两日反弹并重挫达16%。上周五白银价格曾暴跌近30%。 职业介绍公司Challenger， Gray & Christmas的报告加剧了市场悲观情绪，数据显示美国雇主1月宣布裁 员108435人，创下2008年全球金融危机以来1月份最高裁员纪录。 华尔街刚经历动荡的交易时段，芯片与软件股抛售导致标普500指数连续第二日收跌。随着科技股跌势 加剧，标普500指数与纳斯达克综合指数分别下跌0.5%和1.5%。 软件股普遍大跌的原因是Anthropic推出新型AI助手"Cowork"，引发数据与法律软件类股急剧抛售。受 ...

北京时间2月6日凌晨，美股周四午盘维持跌势，标普500指数连续第三个交易日下跌。随着投资者采取 避险立场，Alphabet、比特币与白银齐跌。投资者关注劳动力市场降温迹象。 道指跌389.99点，跌幅为0.79%，报49111.31点；纳指跌221.07点，跌幅为0.97%，报22683.50点；标普 500指数跌57.84点，跌幅为0.84%，报6824.88点。 Alphabet是最新公布财报的所谓"七巨头"公司之一，周四早间该股大跌。该公司预测人工智能支出将大 幅增加，令部分投资者感到不安，并预计2026年资本支出将高达1850亿美元。 2025年第四季度，Alphabet从营收到EPS利润端的业绩全面优于预期，但公司披露，今年资本支出将达 1750亿至1850亿美元，几乎是2025年全年的两倍，令华尔街震惊。 除Alphabet外，高通公司也承压，因全球存储器短缺而发布弱于预期的业绩展望后，其股价大幅下跌。 与此同时，加密货币市场的抛售持续加剧，比特币跌破被视为关键支撑位的7万美元关口。在贵金属领 域，白银价格再度承压，结束两日反弹并重挫达16%。上周五白银价格曾暴跌近30%。 职业介绍公司Chall ...

Group 1 - The company’s wholly-owned subsidiary has won a project worth 100 million yuan from China General Nuclear Power Group [1] - The company has made early investments in the fields of power management chips, fast charging protocol chips, automotive chips, and brain-computer interface chips [1] - The company plans to raise 5 billion yuan through a private placement to fund a project aimed at producing 20 GWh of power batteries annually [1]

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...

记者丨刘雪莹 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 闪迪 | 616.000 | 5.38% | | 博通(BROADCOM) | 323.170 | 4.91% | | 泰瑞达(TERADYNE) | 279.565 | 3.90% | | 英特尔(INTEL) | 50.080 | 3.05% | | 台积电 | 332.161 | 1.97% | | 科天半导体(KLA) | 1331.395 | 1.85% | | 阿斯麦 | 1362.970 | 1.78% | | ARM | 106.700 | 1.72% | 谷歌一度跌逾6%，目前跌幅收窄。谷歌母公司Alphabet一度跌7.5%，创5月7日以来最大盘中跌幅。亚 马逊盘初跌超3%，该股今日盘后将公布财报。 美股加密货币概念股走低，Strategy跌超7%，Coinbase跌超4%，Circle跌超2%。加密货币市场持续重 挫，比特币向下跌破68000美元。截至发稿，近24小时内，全球加密货币市场超21.5万人被爆仓。 美股部分消费股因业绩不及预期而重挫，雅诗兰黛下跌19%，羽绒服巨头加拿大鹅跌超15 ...

记者丨刘雪莹 编辑丨黎雨桐 北京时间2月5日晚，美股开盘下跌，截至23:14左右，三大股指均跌超1%，其中道指跌超500点。 商品方面， 现货白银跌幅再扩大至16%， 现货黄金跌超2%。 原油大跌，WTI原油期货、布油期货跌幅扩大至3%。 有外资机构提醒 需警惕黄金资产短期"投机潮"。 瑞士百达资产管理多资产高级投资经理郭韶瑜（Lorraine）对21世纪经济报道记者表示，长期 看黄金的避险属性及央行增持需求等基本面趋势未变。但短期内，大量散户资金的介入改变了其投资属性，甚至有传统金铺因参与对赌式交易 而出现风险，这导致黄金价格的短期波动模式与以往"大不相同"。因此，机构虽认可其长期价值，但倾向于等待投机性因素消退、价格回归基 本面后再作考虑。（ 详情 ） （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 2 1世纪经济报道 20只黄金基金规模7天缩水427亿 多家银行上调存款利率 SFC 21君荐读 谷歌一度跌逾6%，目前跌幅收窄。谷歌母公司Alphabet一度跌7.5%，创5月7日以来最大盘中跌幅。亚马逊盘初跌超3%，该股今日盘后将公布 财报。 美股加密货 ...

Market Overview - On February 5, U.S. stock indices opened lower, with the Nasdaq down 1.58%, the Dow down 0.5%, and the S&P 500 down 1.04%. Over 3,000 individual stocks declined [1] - The Nasdaq China Golden Dragon Index rose by 0.58%, closing at 7504.59 points [4][5] Company-Specific Developments - Google shares fell over 6% due to concerns over high capital expenditure guidance [1] - NIO's stock increased by over 7% as the company reported its first quarterly adjusted operating profit [1] - Qualcomm's shares dropped over 10% following a weak Q2 earnings guidance [1] - Coupang, a South Korean e-commerce giant, saw its stock decline by over 9% after confirming a data breach affecting 165,000 users [1] - Estée Lauder's stock plummeted 18% due to increased marketing costs and lower-than-expected earnings guidance for the year [1] - Cryptocurrency-related stocks also fell, with Strategy down over 7%, Coinbase down over 4%, and Circle down over 2% [4] Commodity Market - Gold prices fell significantly, with spot gold down 3.16% at $4811.27 per ounce, and silver down over 16% at $73.695 per ounce [7] - Morgan Stanley predicts that gold prices could rise to $6300 per ounce by the end of 2026, driven by strong demand from central banks and investors [9] - Brent crude oil prices decreased by 2.97% to $67.40 per barrel, while WTI crude oil fell to $63.17 per barrel, down 3.02% [9] Employment Trends - In January, U.S. companies announced a significant increase in layoffs, with a total of 108,435 job cuts, marking a 118% year-over-year increase and the highest for January since 2009 [11]

Market Overview - On February 5, US stock indices opened lower, with the Nasdaq down 1.58%, the Dow down 0.5%, and the S&P 500 down 1.04%. Over 3,000 individual stocks declined [1] - The Nasdaq China Golden Dragon Index rose by 0.58%, closing at 7504.59 points [3] Company-Specific Developments - Google shares fell over 6% due to concerns over high capital expenditure guidance [1] - NIO's stock increased by over 7% as the company reported its first quarterly adjusted operating profit [1] - Qualcomm's shares dropped over 10% following a weak Q2 earnings forecast [1] - Coupang, a South Korean e-commerce giant, saw its stock decline by over 9% after confirming a data breach affecting 165,000 users [1] - Estée Lauder's stock plummeted 18% due to increased marketing costs and lower-than-expected earnings guidance for the year [1] Sector Performance - Weight loss drug stocks faced setbacks, with Novo Nordisk down over 4% and Eli Lilly down over 3% [1] - Cryptocurrency-related stocks also fell, with Strategy down over 7%, Coinbase down over 4%, and Circle down over 2% [2] Commodity Market - Gold prices fell significantly, with spot gold down 3.16% to $4811.27 per ounce, and silver down over 16% to $73.695 per ounce [9] - Brent crude oil decreased by 2.97% to $67.40 per barrel, while WTI crude oil fell to $63.17 per barrel, down 3.02% [11]

Group 1 - The core viewpoint of the article highlights the upward movement of U.S. semiconductor stocks, indicating a positive trend in the sector [1] - Broadcom experienced a rise of over 4%, reflecting strong investor confidence [1] - Intel saw an increase of more than 3%, suggesting a favorable market response to its recent performance [1] Group 2 - Other notable companies such as TSMC, ASML, AMD, Applied Materials, and NVIDIA all recorded gains of over 1%, indicating a broad-based rally in the semiconductor industry [1]