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道指再创新高,美股科技股反弹,甲骨文飙涨9%,金银、原油大涨
Market Performance - The US stock indices all closed higher, with the Nasdaq rising nearly 1%, the Dow Jones slightly up, and the S&P 500 increasing by 0.5%, nearing its historical high [1] - The Dow Jones closed at 50,135.87, up by 20.20 points (0.04%), the Nasdaq at 23,238.67, up by 207.46 points (0.90%), and the S&P 500 at 6,964.82, up by 32.52 points (0.47%) [2] Technology Sector - Major US tech stocks rebounded after a recent sell-off triggered by AI concerns, with the tech giants index rising by 1.02% [2] - Microsoft saw an increase of over 3%, while Nvidia and Facebook rose by over 2%. However, Apple and Amazon experienced declines of over 1% and 0.76%, respectively, marking Amazon's fifth consecutive day of decline [2] Chip Sector - The chip stock index increased by 1.9%, with Oracle rising over 9%, and Microsoft and Broadcom up by over 3%. In contrast, Micron Technology and SanDisk fell by nearly 3% [3] Commodity Market - Gold prices continued their upward trend, with spot gold rising nearly 2% to surpass $5,050. COMEX gold increased by over 2%, while spot silver rose by over 7% and COMEX silver by 8% [6][7] - Crude oil prices rose by over 1%, influenced by new US guidelines for ships passing through the Strait of Hormuz [6] Employment and Inflation Data - Upcoming US non-farm payroll and CPI reports are expected to provide important insights into the Federal Reserve's monetary policy direction, with potential for significant market volatility if the data indicates "weak employment + stubborn inflation" [8] - Current probabilities for Federal Reserve interest rate changes indicate a 17.7% chance of a 25 basis point cut by March and a 50.4% chance of a 25 basis point cut by June [8]
道指再创新高,纳指涨近1%!英伟达涨2.5%,甲骨文涨超9%!金银大涨,美元下跌
Mei Ri Jing Ji Xin Wen· 2026-02-09 22:48
Market Performance - Major indices collectively rose, with the Nasdaq increasing by nearly 1%, the Dow Jones slightly up, and the S&P 500 rising by 0.5%, nearing its historical high [1] - Closing figures: Dow Jones at 50,135.87 points (+0.04%), S&P 500 at 6,964.82 points (+0.47%), Nasdaq at 23,238.67 points (+0.90%) [1] Technology Sector - Most large tech stocks saw gains, with Nvidia up 2.50%, Microsoft up 3.11%, and Oracle up 9.64% [3][5] - Nvidia's CEO highlighted the strong demand for computing power, indicating continued investment in AI infrastructure [5] - Analysts suggest that capital expenditures for major cloud providers are expected to continue facing upward pressure due to increasing demand [6] Cloud Computing - Morgan Stanley reported that the revenue growth for GCP, AWS, and Azure is accelerating, driven by an exponential increase in token processing [6] - Concerns were raised regarding Amazon and Alphabet's capital expenditure guidance, which was perceived as significantly higher than market expectations, overshadowing their strong cloud business growth [5] Commodities - COMEX gold futures rose by 2.1% to $5,084.2 per ounce, while silver futures increased by 8% to $83.05 per ounce [7] - WTI crude oil futures closed up 1.27% at $64.36 per barrel, and Brent crude oil futures rose 1.45% to $69.04 per barrel [8] Chinese Stocks - The Nasdaq Golden Dragon China Index saw mixed performance, with Alibaba up 0.30% and NIO down 2.98% [6]
隔夜美股 | 道指再创历史新高 甲骨文(ORCL.US)涨超9% 黄金重回5000美元
智通财经网· 2026-02-09 22:33
智通财经APP获悉,周一,三大指数上涨,道指再创历史新高。美股继续从上周四的大幅抛售中恢复, 投资者正等待关键经济数据和新一批企业财报。 【美股】截至收盘,道指涨20.20点,涨幅为0.04%,报50135.87点;纳指涨207.46点,涨幅为0.90%,报 23238.67点;标普500指数涨32.51点,涨幅为0.47%,报6964.81点。英伟达(NVDA.US)涨2.5%,微软 (MSFT.US)涨3%,甲骨文(ORCL.US)涨超9%。纳斯达克中国金龙指数收涨0.12%,理想汽车(LI.US)跌 3%。 【欧股】德国DAX30指数涨284.52点,涨幅1.15%,报25004.32点;英国富时100指数涨15.84点,涨幅 0.15%,报10385.59点;法国CAC40指数涨49.44点,涨幅0.60%,报8323.28点;欧洲斯托克50指数涨 60.96点,涨幅1.02%,报6059.36点;西班牙IBEX35指数涨244.61点,涨幅1.36%,报18187.91点;意大 利富时MIB指数涨923.30点,涨幅2.01%,报46800.50点。 【加密货币】比特币徘徊在7万美元附近;以太坊涨超 ...
Elon Musk sets his sights on the moon, the bullish cases for OpenAI and Oracle
Youtube· 2026-02-09 21:48
Market Overview - The Dow is holding above the 50,000 level, with small gains noted [1] - The NASDAQ composite is up 1%, indicating a resurgence in the tech sector [2] - The S&P 500 is up about 0.61%, with both the equal-weight S&P 500 and S&P 600 (small caps) reaching record highs [3] Bond and Currency Movements - The 10-year Treasury yield is down to 4.2%, while the 30-year yield is approximately 4.85% [4] - The US dollar index has seen a significant move, down 0.8%, which is notable for currency markets [4] Sector Performance - The technology sector (XLK) is up 1.86%, with semiconductors and software showing strong performance [5] - Healthcare, staples, financials, and consumer discretionary sectors are underperforming, with retail stocks in the red [6] Upcoming Economic Data - The January jobs report is expected to show an increase of 70,000 payrolls, with the unemployment rate holding steady at 4.4% [10] - The consumer price index for January is anticipated to rise by 2.5%, with core inflation expected to inch up by 0.2% month-over-month [13] Industrial and Manufacturing Outlook - The industrial and manufacturing economy is showing signs of a rebound, with PMI data exceeding expectations and new orders index rising significantly [21][22] - This rebound is attributed to easing monetary policy from the Federal Reserve, which has led to a positive shift in leading indicators [28] Investment Opportunities - There is a call for a rotation into "old economy" sectors such as energy, materials, and industrials, which have underperformed during the recent industrial weakness [30] - Investors are encouraged to diversify their portfolios beyond technology, which currently dominates market cap [32] Chipotle's Marketing Strategy - Chipotle recently gave away $1 million in free food to 100,000 customers during the Super Bowl, aiming to attract more consumers amid a slowdown [46][47] - The company plans to open between 350 and 370 new restaurants this year, expanding its footprint in various regions [59][60] SpaceX's Strategic Shift - SpaceX is pivoting its focus from Mars to the moon, which is seen as a more realistic goal for upcoming missions and potential IPO clarity [106][107] - The moon base strategy is linked to the production of materials for orbital data centers, leveraging the moon's resources [109] Oracle's Market Position - DA Davidson has upgraded Oracle's stock to a buy, citing its ties to OpenAI and TikTok as potential growth drivers [113][114]
Why this analyst is bullish on OpenAI and Oracle
Youtube· 2026-02-09 21:46
You're upgrading your view on OpenAI and its orbit. In plain English, explain why, Gil, and why public market investors who are listening right Gil, why should they care. >> Well, yes, this really is about open AI.And if you've looked at the stocks for the last six months, what you've seen is that the market has decided that Google is the only winner and then the whole open AI complex orbit is lost. Right. So that's why Google has outperformed Microsoft, Nvidia, Oracle so much over the last six months.What ...
Oracle Heads Toward Key Resistance Levels After Analyst Upgrade. Should You Buy ORCL Stock Here?
Yahoo Finance· 2026-02-09 21:44
Oracle (ORCL) shares closed more than 10% higher on Feb. 9 after senior D.A. Davidson analyst Gil Luria issued a constructive note in favor of the legacy technology company. As investors cheered the bullish call, ORCL pushed closer to its 20-day moving average (MA) that sits at about $172 currently. A break above that “key resistance” may boost upward momentum in the near term. Despite today’s surge, Oracle stock remains down some 23% versus its year-to-date high. More News from Barchart www.barchart.c ...
2月10日美股成交额前20:甲骨文获机构唱好,股价大涨9.6%
Xin Lang Cai Jing· 2026-02-09 21:39
Group 1: Nvidia - Nvidia's stock rose by 2.4% with a trading volume of $37.199 billion, and Goldman Sachs set a target price of $250, anticipating Q4 revenue of $67.3 billion [1][11] - Goldman Sachs expects Nvidia to deliver a revenue "surprise" of $2 billion in Q4, with EPS forecasts exceeding market expectations by 5% and 9% for Q4 and Q1 respectively [1][11] - Analysts predict that the Rubin GPU will start shipping in Q3 2026, significantly increasing volume in Q4 and supporting strong growth until at least 2028 [1][11] Group 2: Tesla - Tesla's stock increased by 1.48% with a trading volume of $22.539 billion, and the company announced the mass production of the Tesla Cybercab at its Texas Gigafactory [2][12] - Tesla's Vice President revealed that the Full Self-Driving (FSD) technology rollout in mainland China is progressing, with a local training center established for adaptation [2][12] Group 3: Amazon - Amazon's stock fell by 0.76% with a trading volume of $18.912 billion, while STMicroelectronics announced a multi-year, multi-product collaboration with Amazon Web Services (AWS) [3][12] - The partnership positions STMicroelectronics as a strategic supplier of advanced semiconductor technologies for AWS, integrating high-bandwidth connectivity and energy-efficient solutions [3][12] Group 4: Microsoft - Microsoft's stock rose by 3.13% with a trading volume of $18.292 billion, but the company faced two downgrades in less than a week due to concerns over AI-related risks [3][13] - Melius Research downgraded Microsoft from "Buy" to "Hold," citing worries about capital expenditures and the performance of its Copilot AI software [3][13] Group 5: Micron - Micron's stock fell by 2.84% with a trading volume of $11.764 billion, as semiconductor research indicated that Micron may miss out on first-year orders for the Rubin architecture [4][13] - SemiAnalysis reported that Nvidia is likely to exclude Micron's HBM4 from initial production, favoring Korean suppliers instead [4][13] Group 6: SanDisk - SanDisk's stock decreased by 2.43% with a trading volume of $8.87 billion, but Bernstein raised its target price to $1000, reflecting a 72.4% increase from the previous target of $580 [5][15] - The new target price suggests a potential upside of about 50% from the current stock price, as SanDisk focuses on NAND flash memory and storage products [5][15] Group 7: AMD - AMD's stock rose by 3.63% with a trading volume of $8.255 billion, and the company appointed a new Chief Marketing Officer from Oracle [6][16] - Huatai Securities maintained a "Buy" rating for AMD with a target price of $300 [6][16] Group 8: Oracle - Oracle's stock increased by 9.64% with a trading volume of $7.721 billion, and DA Davidson upgraded its rating from "Neutral" to "Buy" based on reduced risks associated with its client OpenAI [6][16] - The report maintained a target price of $180 for Oracle, reflecting improved outlooks for the company's performance [6][16] Group 9: AppLovin - AppLovin's stock surged by 13.19% with a trading volume of $4.564 billion, driven by positive comments from multiple financial institutions regarding its business prospects [6][17] - The market sentiment is bolstered by AppLovin's AI-driven advertising engine, Axon, which is described as a leading machine learning advertising engine [6][17]
Silver Leads Commodities, Gold Nears $5,100 – Risk-On Returns
Ulli... The ETF Bully· 2026-02-09 21:36
Market Overview - Major indexes experienced a weak open but recovered to close positively, with traders awaiting significant upcoming data and earnings reports [1] - The delayed January jobs report is expected to show an increase of approximately +55,000 nonfarm payrolls, following a weak ADP print of +22,000 [2] Company Performance - Oracle's stock surged by 8% after being upgraded to a Buy rating, driven by optimism surrounding OpenAI and its ecosystem beneficiaries [2] - Other chip manufacturers, including Nvidia and Broadcom, also saw gains, with Nvidia up nearly 3% and Broadcom up more than 1% [2] Economic Indicators - The January Consumer Price Index (CPI) is anticipated to show a 2.5% annual rate, contributing to a broad market rally where small caps outperformed and Big Tech remained strong [3] - Bond yields decreased, and the dollar continued its sell-off, while commodities like silver and gold remained firm, with gold nearing $5,100 [4] Trend Tracking Indexes (TTIs) - The domestic Trend Tracking Index (TTI) closed at +8.35% above its moving average, while the international TTI closed at +12.91% above its moving average, indicating strong market momentum [8]
ORCL Class Action Notice: Robbins LLP Reminds Investors of the Lead Plaintiff Deadline in the Oracle Corporation Class Action
Globenewswire· 2026-02-09 21:00
SAN DIEGO, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025. Oracle is a technology company that provides, among other things, infrastructure for operating artificial intelligence (“AI”) programs. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The All ...
Larry Ellison, Jeff Bezos Lose $66B as AI Slump Triggers Tech Billionaire Wealth Rout
Yahoo Finance· 2026-02-09 20:31
The tech industry witnessed a dramatic shift as the wealth of several top tech billionaires plummeted due to fears over the AI bubble and fluctuating valuations. Larry Ellison, co-founder of Oracle, experienced a staggering $59.2 billion loss in his net worth since the beginning of the year, with $19 billion of that occurring just this week. The selloff was exacerbated by developments such as Anthropic’s new legal AI tool, which caused a nearly 4% drop in the S&P 500 software and services index. The weal ...