2月5日美股成交额前20：AMD重挫17.31%，疲弱业绩展望令其受挫

环球市场播报02-05

周三美股成交额第1名英伟达收跌3.41%，成交356.24亿美元。截止周三收盘，英伟达已连续第四个交易日下跌，累计下跌9.52%。　　近来美股软件股及AI相关股票普跌。美银分析师维Vivek Arya在周二的一份报告中表示，围绕芯片股“不分青红皂白”的剧烈波动“似乎自相矛盾，这可能又是一场类似DeepSeek事件的过度抛售”。　　他称抛售的程度反映了“自相矛盾”的观点。他在报告中说，AI相关...

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Su）为其公司疲弱的业绩展望进行了辩护。她表示，尽管公司股价暴跌17%，创下自2017年5月以来最糟糕的单日表现，但这家芯片制造商近几个月来已看到需求明显回升。\n　　她在接受采访时表示：“作为内部人士，我想告诉你的是，人工智能的发展速度之快超出了我此前的想象。”她还补充称，当前市场需求持续超过计算能力的供给。\n　　苏姿丰指出，AMD的数据中心业务从第四季度到第一季度持续加速，其中央处理器（CPU）的需求正“迅猛增长”，因为企业正在迅速扩大用于人工智能企业级应用的计算能力。\n　　该公司于周二公布了第四季度财报，业绩超出华尔街预期，但部分分析师认为其未来前景偏弱，导致利好被市场忽视。\n　　第8名闪迪收跌15.95%，成交173.86亿美元。周三存储概念股普跌。\n　　日前伯恩斯坦—法兴集团分析师Mark C． Newman将这家存储芯片公司的目标价大幅上调至1000美元，同时维持“跑赢大盘”评级。这一新目标价较此前的580美元目标价上调了72.4%，相比当前665美元的股价仍有约50%的上涨空间。\n　　第9名Palantir收跌11.62%，成交157.72亿美元。该公司日前报告的第四季度业绩及2026年展望双双超出市场预期，华尔街分析师普遍看多，进一步强化其“AI核心受益者”地位。\n　　财报显示，Palantir第四季度表现强劲，总收入同比增长约70%，并实现连续第十个季度收入增速加快，主要由美国商业客户业务爆发式增长推动。公司给出的2026财年指引尤为亮眼，预计全年收入增速将超过60%，远高于市场此前预期的约40%放缓水平，同时美国商业业务增长目标高达115%，令投资者对其长期成长空间重新评估。\n　　第12名Meta Platforms收跌3.28%，成交111.17亿美元。周三有报道称，Solos Technology Limited对Meta及其合作伙伴提起专利侵权诉讼，指控其在智能眼镜相关技术上侵犯多项专利权。相关指控涵盖多模态感知、音频处理以及用于实时交互式眼镜的系统架构等关键技术领域。\n　　根据诉讼文件，Solos认为Meta及相关方在智能眼镜产品及其开发者功能中使用了受保护的技术方案。该公司在诉讼中请求法院判令赔偿经济损失，并不排除对涉案智能眼镜产品及相关功能施加限制措施。\n　　第14名礼来收高10.33%，成交77.76亿美元。该公司发布了乐观的全年销售指引，在其减肥药需求强劲的推动下，公司进一步巩固了其在肥胖治疗市场的领先地位。\n　　这一预期与竞争对手诺和诺德形成鲜明反差。诺和诺德周二警告投资者，由于减肥药市场价格竞争加剧，其今年销售额可能最多下滑13%。相比之下，礼来预计销售额最高可增长27%。\n　　第17名波士顿科学公司收跌17.59%，成交60.52亿美元。该公司周三发布2026年营收增长预期，增速较为温和，调整后每股盈利也低于华尔街预期。这一结果盖过了公司第四季度的强劲表现，导致其股价重挫。\n　　据伦敦证券交易所集团（LSEG）数据显示，这家医疗器械制造商预计2026年调整后每股盈利为3.43至3.49美元，中间值3.46美元，低于分析师平均预期的3.47美元。\n　　第18名Applovin收跌16.12%，成交59.92亿美元。周三美股AI应用软件股全线走弱。\n\n　　（截图来自新浪财经APP 行情-美股-股票市场板块 左滑更多数据）下载新浪财经APP\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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