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盘后暴跌8%!AMD季度营收盈利双超预期 投资者为何仍不满意?

财联社 📅 02/04 09:14 AMD.O
财联社2月4日讯(编辑 刘蕊) 美东时间周二,美国超威 半导体 公司(AMD)披露2025年第四季度财报,同时预测其第一季度营收将略有下降。 AMD第四季度面向中国的 人工智能 芯片销售意外实现了大幅增长,促使其当季营收和盈利双双好于预期,但投资者仍对其后续业绩增长持续性产生了质疑,这导致公司股价在盘后大跌8%。 AMD业绩表现好于预期 财报显示,AMD在刚刚结束的第四季度实现营收102.7亿美元...

Anthropic plans employee share sale at $350 bln valuation- Bloomberg

Investing 📅 02/04 09:14 AMZN.O

SMCI, CMG, PYPL, NVO, AMD: 5 Trending Stocks Today - Advanced Micro Devices (NASDAQ:AMD) - Benzinga

Google 📅 02/04 09:14 AMD.O
Major U.S. indices closed lower on Tuesday, with the Dow Jones Industrial Average slipping 0.3% to 49,240.99, the S&P 500 falling 0.8% to 6,917.81, and the Nasdaq dropping 1.4% to 23,255.18. These are the top stocks that gained the attention of retail traders and investors through the day: Super Micro Computer, Inc. (NASDAQ:SMCI) Super Micro Computer shares dipped slightly by 0.13%, closing at $29...

创纪录新高后获利回吐 日经指数受科技股拖累低开

格隆汇 📅 02/04 09:14
格隆汇2月4日|日本股市在基准指数周二大幅攀升至创纪录高位后回落。电子和科技股领跌,Lasertec下跌6.8%,野村综合研究所下跌6.3%,瑞可利控股下跌6.3%。美元兑日元报155.92,而周二东京股市收盘时为155.43。投资者正密切关注季度财报,丸红和三菱重工定于周三晚些时候发布业绩。日经平均指数在周二上涨3.9%后,今日下跌1.2%,报54088.35点。

现货黄金、现货白银均涨2%

格隆汇 📅 02/04 09:13
格隆汇2月4日|现货黄金涨幅扩大至2%,报5045.17美元/盎司。现货白银涨超2%,站上87美元/盎司。现货铂金涨超3%,至每盎司2276.15美元。

北约规划“北极哨兵”行动 加强警戒

联合早报 📅 02/04 09:12
布鲁塞尔北约总部 (法新社) 北约在美国与格陵兰岛争议中启动“北极哨兵”行动的军事规划,但尚未公布更多细节。 路透社报道,北约欧洲盟军最高司令部发言人奥唐奈(Martin O’Donnell)星期二(2月3日)证实,北约正在规划一项名为:北极哨兵“(Arctic Sentry)的增强警戒行动。 德国《明镜》周刊此前报道这个消息。 由于规划工作刚刚开始,奥唐奈拒绝透露更多细节。 特朗普多次恫言收购丹...

Chipotle outlines path to 7,000 North American units and accelerates global expansion in 2026 plan

Seeking Alpha 📅 02/04 09:12
Earnings Call Insights: Chipotle Mexican Grill, Inc. (CMG) Q4 2025 Management View CEO Scott Boatwright emphasized that "the results we issued this afternoon were in line with expectations and guidance for the full year" and described 2025 as "a year of progress and resilience for our brand." He highlighted a 5.4% year-over-year revenue increase, a 1.7% decline in comparable sales, and adjusted di...

美股异动丨超微电脑夜盘涨7.3%,Q2销售额暴增超123%+业绩指引超预期

格隆汇 📅 02/04 09:11 AMD.O
格隆汇2月4日|超微电脑(SMCI.US)夜盘涨7.3%,报31.84美元。消息面上,超微电脑公布截至12月31日的第二财季业绩,销售额同比暴增超123%,达到126.8亿美元,超过分析师预期的102.2亿美元;调整后每股收益为69美分,亦超过分析师预期的49美分。 展望第三财季,超微电脑预计营收将至少达到123亿美元,调整后每股收益将至少为60美分,均超过预期,显示市场对其用于运行AI数据中心的...

Tesla’s Role as Musk Aligns SpaceX and xAI Around Big AI

Yahoo 📅 02/04 09:11 TSLA.O
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. SpaceX has acquired xAI in a major step toward consolidating Elon Musk's companies. Tesla (NasdaqGS:TSLA) holds an investment stake in xAI, tying the carmaker directly into the deal. The move is fueling speculation about deeper integration across Musk's businesses in AI, robotics, and transp...

桦冠生物完成数亿元C轮融资

同花顺 📅 02/04 09:11
据光源资本消息,北京桦冠生物技术有限公司近日完成数亿元人民币的C轮融资,本轮融资由软银欣创、顺禧基金、常州启航合成生物(886077)创投(885413)基金、国投创益、长江资本等机构联合投资,光源资本担任独家财务顾问。所融资金将重点用于医药与大健康领域的新品研发、生产基地扩建以及创新合作平台的搭建。

AMD outlines path to >60% annual data center growth and multi-billion AI revenue by 2027 as MI400 and Helios launch

Seeking Alpha 📅 02/04 09:11 AMD.O
Earnings Call Insights: Advanced Micro Devices (AMD) Q4 2025 Management View Lisa Su, Chair, President & CEO, opened by stating 2025 was "a defining year for AMD with record revenue, net income and free cash flow driven by broad-based demand for our high-performance computing and AI products." She highlighted "record revenue, net income and free cash flow," with particular strength across data cen...

Mondelez signals chocolate margin recovery in 2027 amid shifting cocoa costs and increased brand investment

Seeking Alpha 📅 02/04 09:11
Earnings Call Insights: Mondelez International (MDLZ) Q4 2025 Management View CEO Dirk Van de Put opened the call highlighting Mondelez's execution of its chocolate strategy in 2025, stating the company managed significant price increases globally and "executed well against that chocolate playbook in '25." He described strong performance in markets like India, Brazil, Australia, and South Africa, ...

Match Group outlines flat 2026 revenue with $1.085B-$1.135B free cash flow target as Tinder turnaround advances

Seeking Alpha 📅 02/04 09:11
Earnings Call Insights: Match Group (MTCH) Q4 2025 Management View CEO Spencer Rascoff highlighted the completion of the company's reset phase and emphasized the transition into revitalizing product experiences, stating, "We completed the reset phase by putting user outcomes at the center of everything we do, rationalizing costs and shifting from a siloed organization to a more collaborative One M...

现货白银站上87美元/盎司 COMEX白银期货涨超4%

同花顺 📅 02/04 09:11
现货白银站上87美元/盎司,日内涨2.96%。COMEX白银期货涨超4%,现报86.73美元/盎司。

互联网首诊终于来了,谁会是行业最大赢家?

36kr 📅 02/04 09:10
近日,一纸关于互联网诊疗首诊的文件瞬间点燃行业热情:国家卫生健康委办公厅同意北京市规范开展互联网诊疗首诊试点。 本次试点依托首都医科大学附属北京儿童医院和首都医科大学附属首都儿童医学中心开展,在儿童生长发育、儿童营养、儿童皮肤疾病三大专业进行,试点时间为2026年1月至12月。国家卫健委在试点机构总结工作经验的基础上,将适时开展评估工作。 自2018互联网诊疗凭借常见病、慢性病复诊服务获得政策认可...

团队的心理安全感,从何而来?

36kr 📅 02/04 09:10 GOOG.O
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...

US stock futures steady after Wall St slips on tech losses; key earnings ahead

Investing 📅 02/04 09:10

2026年,这九大趋势将会深刻影响未来工作

36kr 📅 02/04 09:10
2026年,企业将置身于AI理想与现实矛盾的“战略缓冲带”。高德纳提出的九大趋势揭示了转型的关键挑战:AI裁员快于增效、文化失调加剧、心理健康受损、“工作垃圾”泛滥、招聘信任危机、内部间谍风险、数字人才转向技工、流程专家比技术天才更重要、员工数字分身索偿。企业若想穿越阵痛,必须超越技术狂热,优先关注人的适应性——重建人性化协作,防范文化风险,并培养能重构业务流程的系统变革者,而非仅追求工具效率。 ...

TCG Crossover funds buys Surrozen (SRZN) shares worth $202,534

Investing 📅 02/04 09:09

CK Hutchison Starts Arbitration After Panama Court Port Ruling

Bloomberg 📅 02/04 09:09
CK Hutchison Holdings Ltd. said it has initiated arbitration proceedings against Panama after the country’s top court invalidated its contract to operate two ports near the Panama Canal. The Hong Kong-based conglomerate said it “strongly disagrees” with the decision and related actions by Panama, adding that its local unit, Panama Ports Co. , has begun and will “vigorously pursue” arbitration. CK ...

高盛、麦格理上调2026年镍均价预测 因印尼供应趋紧

格隆汇 📅 02/04 09:08
格隆汇2月4日|高盛和麦格理周二上调了2026年镍均价预测,理由是印尼释放出限制产量的信号后,该国矿石供应料将趋紧。 高盛将2026年镍价预测从每吨14,800美元上调至17,200美元。高盛并表示,随着矿石供应趋紧支撑市场,到2026年第二季度价格可能达到每吨18,700美元左右。 麦格理将2026年伦敦金属交易所镍均价预测从15,000美元/吨提高至17,750美元/吨。麦格理指出,印尼收紧供...

中央農辦︰糧食生產不能掉以輕心 透過常態化精準幫扶防止規模性返貧

i-cable 📅 02/04 09:08
【有線新聞】內地發布中央一號文件繼續聚焦三農工作,中央農辦強調糧食生產不能掉以輕心,同時要透過常態化精準幫扶,防止發生規模性返貧致貧。 今年中央一號文件,繼續聚焦三農工作,提出要穩定糧食產量,守著國家糧食安全底線。中央農辦在國新辦記者會上提到,內地去年即使面對各種自然災害,糧食產量仍歷史性突破1.4萬億斤,人均糧食佔有量超過508公斤,但糧食總需求仍然持續增長,未來不能掉以輕心,要透過農業科技創新...

Why Rigetti Stock Fell 18% in January To Start 2026

Nasdaq 📅 02/04 09:08 MSFT.ONVDA.O
Key Points To kick off 2026, Rigetti was forced to delay the launch of its most powerful quantum computer. Competitor IonQ announced a $1.8 billion acquisition to bring chip fabrication in-house. Broader tech headwinds and market fears weighed on the speculative stock. 10 stocks we like better than Rigetti Computing › Rigetti Computing (NASDAQ: RGTI) had a wild 2025, with shares falling hard to be...

Netflix: New Buying Opportunities In This Streaming Champion Amid The Selling Trend

Seeking Alpha 📅 02/04 09:08
Getty Images It has only been three months since my initial coverage of Netflix, Inc. ( NFLX ). And for a short period, it has already decreased by nearly 30%. This justified my hold rating due to my cautious stance on its valuation. Despite this, NFLX remains a solid stock with its robust fundamentals and strong market positioning. Also, the price drop has made NFLX reasonable, which warrants a r...

The Motley Fool Interviews Janus Henderson Investors Portfolio Manager Denny Fish

Nasdaq 📅 02/04 09:08 AAPL.OMSFT.ONVDA.O
In this podcast, Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma talk with Denny Fish about the investing landscape, AI, CES, and building resilient portfolios. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Where to invest $1,000 right now? Our analyst te...

Cathie Wood’s ARK trims Airbnb stock, adds to Bullish and Roblox

Investing 📅 02/04 09:07

3 No-Brainer Ultra-High-Yield Energy Stocks to Buy Right Now

The Motley Fool 📅 02/04 09:07 TSLA.O
Here's how you can collect reliable yields of as much as 6.3% today in the energy sector. Oil and natural gas are volatile commodities. They are also vitally important energy sources for a world that demands more energy each year. Even conservative dividend investors should probably have some exposure to the energy sector. Here are three ultra-high-yield energy stock options for you to consider. T...

Earnings call transcript: Centuria Office REIT sees stable H1 2026

Investing 📅 02/04 09:06

【市场动态】AI颠覆行业格局引燃担忧 Anthropic新工具引发的软件股抛售蔓延

财新 📅 02/04 09:06
2月3日,软件、金融服务和资产管理行业的股票市值总共蒸发了约2850亿美元 Claude Cowork,Anthropic开发的一款AI协作工具。图:IC photo

现货黄金重新站上5000美元

格隆汇 📅 02/04 09:06
较本周低点反弹近600美元 现货黄金向上突破5000美元/盎司,日内涨幅扩大至1.1%,较本周低点反弹近600美元。 桥水基金创始人瑞·达利欧认为,在当前的紧张局势下,黄金仍是储存资金的最佳选择。“黄金的价值不会因单日走势而改变。”“黄金价格较一年前上涨了约65%,较历史高点下跌了约16%。我认为人们常会犯一个错误:纠结于黄金价格的短期涨跌,犹豫是否该买入。”
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