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Rob168
2025-02-06
说说你对这篇新闻的看法...
美股夜盘 | 苹果供应商思佳讯跌超22%，美国超导绩后涨近12%；BigBear.ai续涨8%，隔夜狂飙近45%
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11:03","market":"us","language":"zh","title":"美股夜盘 | 苹果供应商思佳讯跌超22%，美国超导绩后涨近12%；BigBear.ai续涨8%，隔夜狂飙近45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112090490","media":"老虎资讯综合","summary":"2月6日，美股夜盘时段，$高通$跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。Arm夜盘跌超5%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。$机器人$概念股Symbotic夜盘跌14%，业绩及指引均低于预期。Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。$超微电脑$夜盘续涨近2%，公司宣布搭载$英伟达$先进的Blackwell芯片的新AI数据中心系统现已准备好发货。","content":"<html><head></head><body><p>2月6日，美股夜盘时段，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb1a85e4a43b33bb4b12ee5d9497a225\" title=\"\" tg-width=\"457\" tg-height=\"145\"/></p><p>Arm夜盘跌超6%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>订单下滑与增长担忧，供应商<a href=\"https://laohu8.com/S/SWKS\">思佳讯</a>跌超22%，公司在季报中预计，由于苹果供应商竞争加剧，公司向苹果出货手机芯片的份额将下降20%-25%，这直接导致了第四季度和全年收入下滑。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>夜盘跌超4%，Q4营收超预期，但2025年业绩指引不如预期。</p><p>Viking <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>夜盘跌超8%，当季每股亏损0.32美元，远高于分析师平均预期的每股亏损0.28美元。</p><p>重仓比特币被反噬，MSTR夜盘跌近1%，公司连续四季度亏损，数字资产减值损失飙至10亿美元。</p><p><a href=\"https://laohu8.com/S/300024\">机器人</a>概念股Symbotic夜盘跌超14%，业绩及指引均低于预期。</p><p>业绩超预期，<a href=\"https://laohu8.com/S/AMSC\">美国超导</a>夜盘涨近12%！公司Q4每股收益为0.16美元,远高于分析师预期的0.07美元；销售额6140万美元，同样超过市场预期的5667万美元。</p><p><a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>夜盘续涨8%，公司斩获美国国防部AI合同，隔夜股价狂飙近45%。</p><p>Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。</p><p>Coherent夜盘涨超13%，公司第二财季的非GAAP每股摊薄收益为0.95美元，超出分析师预期的0.69美元。对于第三财季，公司预计非GAAP每股收益将在0.75美元至0.95美元之间；分析师预期为0.76美元。</p><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>夜盘续涨近2%，公司宣布搭载<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>先进的Blackwell芯片的新AI数据中心系统现已准备好发货。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63a7a8f8b2daa6d5d4b89dabb08bf6e\" title=\"\" tg-width=\"462\" 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股夜盘 | 苹果供应商思佳讯跌超22%，美国超导绩后涨近12%；BigBear.ai续涨8%，隔夜狂飙近45%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-06 11:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月6日，美股夜盘时段，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb1a85e4a43b33bb4b12ee5d9497a225\" title=\"\" tg-width=\"457\" tg-height=\"145\"/></p><p>Arm夜盘跌超6%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>订单下滑与增长担忧，供应商<a href=\"https://laohu8.com/S/SWKS\">思佳讯</a>跌超22%，公司在季报中预计，由于苹果供应商竞争加剧，公司向苹果出货手机芯片的份额将下降20%-25%，这直接导致了第四季度和全年收入下滑。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>夜盘跌超4%，Q4营收超预期，但2025年业绩指引不如预期。</p><p>Viking <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>夜盘跌超8%，当季每股亏损0.32美元，远高于分析师平均预期的每股亏损0.28美元。</p><p>重仓比特币被反噬，MSTR夜盘跌近1%，公司连续四季度亏损，数字资产减值损失飙至10亿美元。</p><p><a href=\"https://laohu8.com/S/300024\">机器人</a>概念股Symbotic夜盘跌超14%，业绩及指引均低于预期。</p><p>业绩超预期，<a href=\"https://laohu8.com/S/AMSC\">美国超导</a>夜盘涨近12%！公司Q4每股收益为0.16美元,远高于分析师预期的0.07美元；销售额6140万美元，同样超过市场预期的5667万美元。</p><p><a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>夜盘续涨8%，公司斩获美国国防部AI合同，隔夜股价狂飙近45%。</p><p>Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。</p><p>Coherent夜盘涨超13%，公司第二财季的非GAAP每股摊薄收益为0.95美元，超出分析师预期的0.69美元。对于第三财季，公司预计非GAAP每股收益将在0.75美元至0.95美元之间；分析师预期为0.76美元。</p><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>夜盘续涨近2%，公司宣布搭载<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>先进的Blackwell芯片的新AI数据中心系统现已准备好发货。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63a7a8f8b2daa6d5d4b89dabb08bf6e\" title=\"\" tg-width=\"462\" tg-height=\"167\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4170":"电脑硬件、储存设备及电脑周边","SMCI":"超微电脑","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","AAPL":"苹果","AMSC":"美国超导","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999001424.SGD":"United E-Commerce Fund SGD","ARM":"ARM Holdings","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SWKS":"思佳讯","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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ACC","BK4559":"巴菲特持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112090490","content_text":"2月6日，美股夜盘时段，高通跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。Arm夜盘跌超6%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。苹果订单下滑与增长担忧，供应商思佳讯跌超22%，公司在季报中预计，由于苹果供应商竞争加剧，公司向苹果出货手机芯片的份额将下降20%-25%，这直接导致了第四季度和全年收入下滑。福特汽车夜盘跌超4%，Q4营收超预期，但2025年业绩指引不如预期。Viking Therapeutics夜盘跌超8%，当季每股亏损0.32美元，远高于分析师平均预期的每股亏损0.28美元。重仓比特币被反噬，MSTR夜盘跌近1%，公司连续四季度亏损，数字资产减值损失飙至10亿美元。机器人概念股Symbotic夜盘跌超14%，业绩及指引均低于预期。业绩超预期，美国超导夜盘涨近12%！公司Q4每股收益为0.16美元,远高于分析师预期的0.07美元；销售额6140万美元，同样超过市场预期的5667万美元。BigBear.ai Holdings夜盘续涨8%，公司斩获美国国防部AI合同，隔夜股价狂飙近45%。Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。Coherent夜盘涨超13%，公司第二财季的非GAAP每股摊薄收益为0.95美元，超出分析师预期的0.69美元。对于第三财季，公司预计非GAAP每股收益将在0.75美元至0.95美元之间；分析师预期为0.76美元。超微电脑夜盘续涨近2%，公司宣布搭载英伟达先进的Blackwell芯片的新AI数据中心系统现已准备好发货。","news_type":1,"symbols_score_info":{"QCOM":1,"AAPL":1,"ARM":1,"SWKS":1,"SMCI":1,"APPS":1,"AMSC":1}},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":400528568762768,"gmtCreate":1738811634203,"gmtModify":1738811660416,"author":{"id":"3575468565978863","authorId":"3575468565978863","name":"Rob168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575468565978863","idStr":"3575468565978863"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400528568762768","repostId":"1112090490","repostType":2,"repost":{"id":"1112090490","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738811006,"share":"https://www.laohu8.com/m/news/1112090490?lang=zh_CN&edition=full","pubTime":"2025-02-06 11:03","market":"us","language":"zh","title":"美股夜盘 | 苹果供应商思佳讯跌超22%，美国超导绩后涨近12%；BigBear.ai续涨8%，隔夜狂飙近45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112090490","media":"老虎资讯综合","summary":"2月6日，美股夜盘时段，$高通$跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。Arm夜盘跌超5%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。$机器人$概念股Symbotic夜盘跌14%，业绩及指引均低于预期。Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。$超微电脑$夜盘续涨近2%，公司宣布搭载$英伟达$先进的Blackwell芯片的新AI数据中心系统现已准备好发货。","content":"<html><head></head><body><p>2月6日，美股夜盘时段，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb1a85e4a43b33bb4b12ee5d9497a225\" title=\"\" tg-width=\"457\" tg-height=\"145\"/></p><p>Arm夜盘跌超6%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>订单下滑与增长担忧，供应商<a href=\"https://laohu8.com/S/SWKS\">思佳讯</a>跌超22%，公司在季报中预计，由于苹果供应商竞争加剧，公司向苹果出货手机芯片的份额将下降20%-25%，这直接导致了第四季度和全年收入下滑。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>夜盘跌超4%，Q4营收超预期，但2025年业绩指引不如预期。</p><p>Viking <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>夜盘跌超8%，当季每股亏损0.32美元，远高于分析师平均预期的每股亏损0.28美元。</p><p>重仓比特币被反噬，MSTR夜盘跌近1%，公司连续四季度亏损，数字资产减值损失飙至10亿美元。</p><p><a href=\"https://laohu8.com/S/300024\">机器人</a>概念股Symbotic夜盘跌超14%，业绩及指引均低于预期。</p><p>业绩超预期，<a href=\"https://laohu8.com/S/AMSC\">美国超导</a>夜盘涨近12%！公司Q4每股收益为0.16美元,远高于分析师预期的0.07美元；销售额6140万美元，同样超过市场预期的5667万美元。</p><p><a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>夜盘续涨8%，公司斩获美国国防部AI合同，隔夜股价狂飙近45%。</p><p>Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。</p><p>Coherent夜盘涨超13%，公司第二财季的非GAAP每股摊薄收益为0.95美元，超出分析师预期的0.69美元。对于第三财季，公司预计非GAAP每股收益将在0.75美元至0.95美元之间；分析师预期为0.76美元。</p><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>夜盘续涨近2%，公司宣布搭载<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>先进的Blackwell芯片的新AI数据中心系统现已准备好发货。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63a7a8f8b2daa6d5d4b89dabb08bf6e\" title=\"\" tg-width=\"462\" tg-height=\"167\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股夜盘 | 苹果供应商思佳讯跌超22%，美国超导绩后涨近12%；BigBear.ai续涨8%，隔夜狂飙近45%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股夜盘 | 苹果供应商思佳讯跌超22%，美国超导绩后涨近12%；BigBear.ai续涨8%，隔夜狂飙近45%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-06 11:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月6日，美股夜盘时段，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb1a85e4a43b33bb4b12ee5d9497a225\" title=\"\" tg-width=\"457\" tg-height=\"145\"/></p><p>Arm夜盘跌超6%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>订单下滑与增长担忧，供应商<a href=\"https://laohu8.com/S/SWKS\">思佳讯</a>跌超22%，公司在季报中预计，由于苹果供应商竞争加剧，公司向苹果出货手机芯片的份额将下降20%-25%，这直接导致了第四季度和全年收入下滑。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>夜盘跌超4%，Q4营收超预期，但2025年业绩指引不如预期。</p><p>Viking <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>夜盘跌超8%，当季每股亏损0.32美元，远高于分析师平均预期的每股亏损0.28美元。</p><p>重仓比特币被反噬，MSTR夜盘跌近1%，公司连续四季度亏损，数字资产减值损失飙至10亿美元。</p><p><a href=\"https://laohu8.com/S/300024\">机器人</a>概念股Symbotic夜盘跌超14%，业绩及指引均低于预期。</p><p>业绩超预期，<a href=\"https://laohu8.com/S/AMSC\">美国超导</a>夜盘涨近12%！公司Q4每股收益为0.16美元,远高于分析师预期的0.07美元；销售额6140万美元，同样超过市场预期的5667万美元。</p><p><a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a>夜盘续涨8%，公司斩获美国国防部AI合同，隔夜股价狂飙近45%。</p><p>Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。</p><p>Coherent夜盘涨超13%，公司第二财季的非GAAP每股摊薄收益为0.95美元，超出分析师预期的0.69美元。对于第三财季，公司预计非GAAP每股收益将在0.75美元至0.95美元之间；分析师预期为0.76美元。</p><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>夜盘续涨近2%，公司宣布搭载<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>先进的Blackwell芯片的新AI数据中心系统现已准备好发货。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63a7a8f8b2daa6d5d4b89dabb08bf6e\" title=\"\" tg-width=\"462\" tg-height=\"167\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4170":"电脑硬件、储存设备及电脑周边","SMCI":"超微电脑","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","AAPL":"苹果","AMSC":"美国超导","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999001424.SGD":"United E-Commerce Fund SGD","ARM":"ARM Holdings","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SWKS":"思佳讯","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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ACC","BK4559":"巴菲特持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112090490","content_text":"2月6日，美股夜盘时段，高通跌近5%，上季营收超预期增18%，但预计今年手机销售增幅偏低。Arm夜盘跌超6%，上季营收超预期，AI需求推动关键业务劲增23%，指引区间变“保守”。苹果订单下滑与增长担忧，供应商思佳讯跌超22%，公司在季报中预计，由于苹果供应商竞争加剧，公司向苹果出货手机芯片的份额将下降20%-25%，这直接导致了第四季度和全年收入下滑。福特汽车夜盘跌超4%，Q4营收超预期，但2025年业绩指引不如预期。Viking Therapeutics夜盘跌超8%，当季每股亏损0.32美元，远高于分析师平均预期的每股亏损0.28美元。重仓比特币被反噬，MSTR夜盘跌近1%，公司连续四季度亏损，数字资产减值损失飙至10亿美元。机器人概念股Symbotic夜盘跌超14%，业绩及指引均低于预期。业绩超预期，美国超导夜盘涨近12%！公司Q4每股收益为0.16美元,远高于分析师预期的0.07美元；销售额6140万美元，同样超过市场预期的5667万美元。BigBear.ai Holdings夜盘续涨8%，公司斩获美国国防部AI合同，隔夜股价狂飙近45%。Digital Turbine夜盘涨超32%，公司2025财年Q3收入为1.35亿美元，环比和同比均有增长。Coherent夜盘涨超13%，公司第二财季的非GAAP每股摊薄收益为0.95美元，超出分析师预期的0.69美元。对于第三财季，公司预计非GAAP每股收益将在0.75美元至0.95美元之间；分析师预期为0.76美元。超微电脑夜盘续涨近2%，公司宣布搭载英伟达先进的Blackwell芯片的新AI数据中心系统现已准备好发货。","news_type":1,"symbols_score_info":{"QCOM":1,"AAPL":1,"ARM":1,"SWKS":1,"SMCI":1,"APPS":1,"AMSC":1}},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
