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TradingKey 每日市场简报:科技股涨势提振美股,标普500指数逼近历史高位

TradingKey2026年2月10日 00:52
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追踪市场趋势

TradingKey - 2026年2月9日,美股延续近期涨势。标普500指数上涨0.45%,周一收报6,964点;同时,Nasdaq综合指数在科技和软件相关板块持续走强的支撑下,上涨0.90%,报23,239点。

在专注于基础设施的软件行业中,微软 (MSFT) 上涨3.13%,收于413.71美元;SAP (SAP) 上涨3.48%,收于210.41美元,反映出大盘股企业软件供应商的普遍增长势头。

甲骨文 (ORCL) 大涨9.66%,收于156.61美元。此前D.A. Davidson将其股票评级上调至“买入”并提高了目标价。投资者对甲骨文在人工智能和云计算市场定位的重新关注进一步推动了股价上涨。

Hims & Hers Health (HIMS) 是一家直接面向消费者的远程医疗公司,股价下跌16.03%,收于19.33美元。此次大幅下跌是受诺和诺德 (NVO) 提起诉讼的消息影响,加剧了上周五对使用未经批准药物化合物的监管担忧。

TeraWulf (WULF) 主要经营专注于可再生能源和人工智能基础设施的比特币挖矿资产,股价大涨16.52%至16.65美元。摩根士丹利此前开始覆盖该公司,给予“增持”评级和37美元的目标价,理由是该公司在可扩展的人工智能数据中心和清洁能源基础设施能力方面处于有利地位。

在高市早苗赢得选举后,日本当局发出警告称,他们将密切关注汇率波动。日元结束了连续六天的跌势,在跌至两周以来的盘中低点后,回升超过1%。

黄金 (XAUUSD) 价格也出现显著反弹,盘中涨幅超过2%,并一度回升至5,000美元大关上方。

市场要闻

诺和诺德因Wegovy广告宣传遭监管机构抵制。在美股盘中,诺和诺德股价走低,此前美国FDA批评其减肥药Wegovy的一则广告“虚假或具有误导性”。该机构指出,该宣传暗示其优于同类其他药物,夸大了口服GLP-1疗法的有效性,并在缺乏足够科学依据的情况下将其描述为能解决广泛的生活方式问题。受FDA警告影响,这家丹麦制药巨头的美股股价在早盘涨幅超过7%后回落,最终收盘涨幅不足3%。

Alphabet凭借破纪录的多币种债券发行开拓全球市场。Alphabet在一次美元债券发行中筹集了200亿美元,超过了最初150亿美元的目标,并发行了100年期英镑债券,开创了先河——这是近三十年来科技公司首次发行此类债券。此次发行正值人工智能投资需求激增之际,预计今年科技巨头在AI基础设施上的支出将超过6500亿美元。Alphabet计划将所得资金用于与AI开发相关的长期资本支出。这标志着该公司首次在瑞士和英国市场发行债券,反映出其推动全球融资渠道多元化的努力。

欧盟通过针对Meta(META)关于WhatsApp API访问权限的新调查,强化了反垄断审查。欧盟正准备对Meta Platforms提起反垄断诉讼,指控该公司利用WhatsApp的主导地位限制第三方竞争对手——尤其是那些开发AI工具的对手。根据监管机构的说法,Meta屏蔽了对其消息传递API的访问,阻止竞争对手提供集成服务。欧盟正寻求紧急临时措施,以在案件审理期间强制开放访问。Meta否认了这些指控,称拟议的执法行动既缺乏事实依据也不成比例。此案再次证实了欧盟建立人工智能时代反垄断框架的决心,旨在防止科技巨头滥用平台权力。

随着马斯克推迟火星目标,SpaceX将重心转向月球雄心。埃隆·马斯克修订了公司的路线图,将注意力从殖民火星转向在月球建立永久基地。马斯克曾对月球任务持批评态度,称其为“干扰”,但现在他设想在10年内建成一座月球城市,理由是其可行性更高且距离更近。他估计到达火星至少还需要二十年。这一转变标志着对SpaceX战略路线图的实际重新评估,重点重新放回到近期月球建设和到2027年的机器人基础设施部署。

十大成交活跃股

下图展示了当前市场上交易最活跃的十只股票。凭借巨大的成交量和极高的流动性,这些标的已成为追踪全球市场动态的关键基准。

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本内容经由 AI 翻译并经人工审阅,仅供参考与一般资讯用途,不构成投资建议。

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