Elon Musk's moon-first pivot isn't just a space story — it's an industrial and chip story that investors can actually own today. While headlines focus on rockets, the real build-out sits in silicon: high-performance computing, power-efficient chips, and satellite networking that make SpaceX's vision operational.Musk says SpaceX can launch to the moon every 10 days, a cadence that requires constant testing, simulation, and autonomous navigation. That workload relies heavily on Nvidia Corp‘s (NASDAQ:NVDA) hig ...

资讯日报：日本自民党在众议院选举中取得胜利 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 9 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 周常失 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 26.560 | (1.21) | (3.02) | 3.63 | | 恒生科技 | 5.346 | (1.11) | (6.51) | (3.08) | | 恒生国企 | 9.031 | (0.68) | (3.07) | 1.32 | | 上证指数 | 4.066 | (0.25) | (1.27) | 2.44 | | 日经225 | 53.818 | 0.81 | 1.75 | 7.78 | | 新加坡海峡 | 4.976 | (0.83) | 0.60 | 0.00 | | 标普500 | 6.798 | 1.97 | (0.10) | 1.27 | | 纳斯达克 | 22,541 | 2.18 | (1.84) | (0.91) ...

Core Viewpoint - The article discusses the recent sell-off in global software stocks, termed "SaaSpocalypse," triggered by the launch of Anthropic's Claude Cowork, which poses a significant challenge to traditional SaaS business models by offering high-level results at lower costs [5][10]. Group 1: Market Reaction - On February 4, major software companies experienced significant stock declines, with Thomson Reuters dropping 15.8%, LegalZoom nearly 20%, and Salesforce and Workday also seeing notable decreases [5]. - The S&P 500 Software and Services Index fell nearly 13% over five trading days, marking a 26% drop from its October peak [5]. - The sell-off is compared to a previous market panic caused by DeepSeek, highlighting the similarities in market reactions to disruptive AI technologies [7][10]. Group 2: Comparison of Two Market Panics - The panic caused by Cowork is expected to be more prolonged than that of DeepSeek, as Cowork represents a novel AI application, while DeepSeek was a cheaper alternative to existing models [10]. - The market's response to both events shows a pattern of overreaction, with analysts suggesting that the fears may be exaggerated [9][10]. - Cowork's impact has spread beyond the U.S. to global markets, affecting stocks in London, Tokyo, and India, indicating a broader concern within the tech industry [11]. Group 3: SaaS Pricing Models and Challenges - Traditional SaaS pricing models are under pressure, with many companies shifting from fixed pricing to usage-based models due to increased efficiency and cost-cutting measures [14][15]. - The average SaaS company in the PricingSaaS 500 index has experienced 3.6 pricing changes per year, with a significant increase in companies adopting usage-based pricing [15]. - Companies like Salesforce have struggled with pricing strategies, leading to a transition from fixed pricing to more flexible models to accommodate rising operational costs [15][17]. Group 4: Emergence of AI-Native Startups - AI-native startups are gaining traction, with their revenue growth rates significantly outpacing traditional SaaS companies, highlighting a shift in enterprise spending towards these new players [18]. - For instance, companies like Harvey and Glean have achieved valuations of $5 billion and $7.25 billion, respectively, indicating strong investor interest in AI-driven solutions [18]. - The article notes that AI-native companies are expected to capture over half of enterprise AI spending, reflecting a fundamental change in the software landscape [18]. Group 5: Vibe Coding and Its Implications - The rise of Vibe Coding could lead enterprises to create their own tools rather than relying on third-party SaaS products, potentially disrupting traditional software markets [20][21]. - If Vibe Coding matures, it may enable employees to develop solutions quickly, reducing reliance on complex software development processes [21]. - The article suggests that traditional software companies may face a "three-step path to extinction" if they fail to adapt to these emerging trends [22].

Japan's Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP) speaks to the media at the LDP headquarters on general election day in Tokyo, Japan, Feb. 8, 2026.Japan's Sanae Takaichi and her ruling Liberal Democratic Party secured an overwhelming mandate in Sunday's election, sweeping a supermajority — which means the LDP holds two-thirds or more seats in the Lower House — and ushering her back as the country's prime minister.The outcome gives Takaichi broad latitude to pursue h ...

Core Viewpoint - Broadcom Inc. (NASDAQ:AVGO) is recognized as one of the best extremely profitable stocks to invest in, with a consensus price target of $460, indicating a potential upside of 38.55% as of February 2, 2026 [1]. Analyst Sentiment - Wolfe Research has raised its price target for Broadcom to $400 and upgraded the stock from 'Neutral' to 'Buy', driven by increasing demand for Alphabet's Tensor Processing Units (TPUs), which are expected to reach 7 million units annually by 2028 [2]. - Wells Fargo upgraded Broadcom to 'Overweight' and increased its price target to $430, citing sustained momentum in AI semiconductors and strong growth in infrastructure software [4]. Market Position and Financial Outlook - Broadcom is positioned as a key beneficiary of structural changes in the AI chip market, particularly due to Google's strategy to offer TPUs to external clients [3]. - Wolfe Research has improved its long-term outlook for Broadcom, projecting revenues of $154.5 billion and earnings per share (EPS) of $16 by 2027 [3]. - AI networking revenue is expected to grow by 75% this year, with AI chip revenue projected to reach $44 billion by 2026 [3]. Company Focus - Broadcom specializes in designing and supplying semiconductors and infrastructure software for data centers, networking, AI computing, and enterprise technology platforms globally [5].

Broadcom Inc. (NASDAQ:AVGO) is one of the 13 Best Extremely Profitable Stocks to Invest in Now. Broader Analyst Sentiment on Broadcom Inc. (AVGO) Remains Bullish Amid Growing Demand for Google’s TPUs The consensus price target for Broadcom Inc. (NASDAQ:AVGO) is $460 as of February 2, 2026, representing 38.55% upside. Nearly all analysts remain bullish on the stock. The latest analyst update came from Wolfe Research, which raised its price target to $400 and upgraded Broadcom Inc. (NASDAQ:AVGO) from ‘Neu ...

Core Viewpoint - Broadcom Inc. (NASDAQ:AVGO) is experiencing significant interest from analysts and investors, with notable upgrades and positive outlooks from firms like Wells Fargo and Jefferies, driven by growth in the software infrastructure and AI semiconductor markets [2][3]. Group 1: Stock Performance - Broadcom's shares have increased by 47% over the past year but have seen a decline of 4.4% year-to-date [2]. - Wells Fargo upgraded Broadcom's shares to Overweight from Equal Weight and raised the price target to $430 [2]. - Jefferies reiterated a Buy rating with a price target of $500, citing factors such as Alphabet's capital expenditure guidance and Broadcom's strength in custom-on-package solutions [2]. Group 2: Analyst Commentary - Jim Cramer has highlighted Broadcom multiple times, expressing confidence in CEO Hock Tan's capabilities and suggesting that the stock should see significant upward movement [3]. - Cramer noted that despite a downtrend in the NDX, Broadcom's stock was performing well, indicating a potential buying opportunity [3].

Core Viewpoint - Broadcom is a $1.5 trillion company that remains relatively unknown compared to other major firms, but it has significant growth potential in the AI semiconductor market [1][2]. Company Overview - Broadcom's current market capitalization is approximately $1.6 trillion, with a stock price of $333.06 and a gross margin of 64.71% [8]. - The company has a dividend yield of 0.73% and expects its AI semiconductor revenue to double year over year, indicating strong growth potential [8]. Growth Potential - Over the next two years, Broadcom is expected to experience substantial growth, potentially elevating its profile similar to Nvidia's rise in the market [2]. - Wall Street analysts project a 52% revenue growth for Broadcom in fiscal year 2026, with 39% growth expected in fiscal year 2027, suggesting a strong upward trajectory [9]. Competitive Landscape - Broadcom is positioning itself as a significant competitor to Nvidia in the AI computing market by developing custom AI chips tailored for hyperscalers, which are more cost-effective than Nvidia's GPUs [4][5]. - The company already has major clients, including Google, utilizing its chips, and more AI hyperscalers are expected to adopt Broadcom's technology through 2026 and 2027 [6]. Market Positioning - Broadcom's strategy to partner with AI hyperscalers and focus on application-specific integrated circuits (ASICs) allows it to capture market share from Nvidia, which has dominated the AI computing space [5][6]. - The anticipated growth in AI semiconductor revenue is expected to significantly contribute to Broadcom's overall revenue, despite other business units growing at a slower pace [8].

Broadcom Inc. (NASDAQ:AVGO) is one of the most promising future stocks to buy now. Broadcom Inc. (NASDAQ:AVGO) announced on February 3 the industry’s first Wi-Fi 8 access point (AP) and switch solution, purpose-built with a unified architecture for AI-ready enterprise networks. The new enterprise-grade Wi-Fi 8 AP platform builds on Broadcom Inc.’s (NASDAQ:AVGO) first-to-market Wi-Fi 8 radios launched in October 2025, and is powered by the BCM49438, which is a new accelerated processing unit (APU) chip spec ...

据彭博社援引知情人士消息，欧盟监管机构近期已要求欧洲云服务企业提交相关证据，证实博通在2023 年以610亿美元完成对VMware的收购后，修改软件授权条款的行为对其造成了不可逆的损害。监管机 构的这一举措，通常意味着欧盟或即将针对此事启动正式反垄断调查。按照相关规则，若被认定存在反 垄断违规行为，博通将面临最高达其全球年收入10%的罚款。 来源：环球网 【环球网科技综合报道】2月8日消息，据彭博社报道，欧盟监管机构正针对博通收购VMware后调整软 件授权政策、涉嫌滥用市场支配地位的行为加大审查力度，相关行为或引发欧盟深入的反垄断调查，若 被认定违规，博通或将面临高额罚款。 欧盟委员会发言人对此表示，已收到有关博通VMware产品分销的相关投诉，并且正"密切关注博通合作 伙伴计划近期变动的相关进展"。事实上，欧盟对该事件的审查早有铺垫，2024年4月，欧盟委员会就已 开始向市场征询博通收购VMware后的政策变动信息，此次要求企业提交证据，标志着监管机构正进一 步深入调查投诉方呼吁紧急干预的相关案件。 欧盟监管审查的升级，核心源于博通收购VMware后推行的一系列软件授权政策调整。欧洲云服务贸易 协会CIS ...