[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio885bd871":3},{"user":4,"document":8,"mainDocument":31,"columnUrl":33,"subscription":34,"footer":46,"text":81},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":27,"videoId":6,"liveVideoUrl":6,"duration":28,"price":28,"priceText":29,"priceBadgeText":29,"priceBadgeClass":30,"freeForMinGroupLevel":28,"redirectUrl":6,"readyToStream":5},"dcio885bd871","美股1月成绩单出炉，量化AI 选出来的Top 10 公司【附代号】","\u002Fdoc\u002F美股1月成绩单出炉量化ai-选出来的top-10-公司附代号_2021339934","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>周二美股三大指数齐涨，受到大科技股的提振，投资者对特朗普追加关税后中国的迅速反应以及可能引发贸易战的风险进行了评估。\u003C\u002Fp>\n\u003Cp>与此同时，最新发布的就业数据也引发了市场关注，12月职位空缺下降幅度超出预期。随着美联储在通胀压力依然存在的背景下讨论是否降息，市场正在密切关注劳动市场的冷却迹象。\u003C\u002Fp>\n\u003Cp>截至收盘，道指上涨约0.3%，标普500上涨约0.7%，纳指则大幅反弹近1.4%，部分弥补了前一天的跌幅。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,433\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_963df5372bab408eaad554c2ea82b541@5576020_oswg158627oswg1080oswg433_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>东方大国迅速对特朗普宣布的10%进口关税作出了回应，决定对美国煤炭和液化天然气加征15%的关税，并对原油、农用设备和部分汽车征收10%的关税。此举加大了贸易战升级的风险，可能对全球两大经济体造成损害。\u003C\u002Fp>\n\u003Cp>不过，华尔街一些分析人士认为东方大国的反应显得较为克制，可能为双方妥协提供了空间，这一点在美墨加达成延期协议时已得到体现。\u003C\u002Fp>\n\u003Cp>特朗普则提前安排了与东方大国方面的会谈，表示两国可能会在未来24小时内进行对话，这一安排提振了市场的乐观情绪。虽然未在周二通话，但美国官员表示，双方有望在周三进行交流。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,447\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_bd85d72a32834b87a5625d5712af0d27@5576020_oswg324127oswg1080oswg447_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>美股投资网1月成绩\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>上周我们再度分享给大家 AI医疗股 HIMS 逆势上涨，今天，HIMS 再一次领涨7%。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"377,139\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_abddb67a8e714092b0c8a255087edc05@5576020_oswg17419oswg377oswg139_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>文章回顾：\u003C\u002Fp>\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917153452&idx=1&sn=b0a5e85ffdd7e45a0cc3d0d147800597&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">特朗普关税突袭美股！白宫会见英伟达CEO黄仁勋\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>它是我们去年12月首选公司！当时视频推介入场价30美元，截至目前涨幅为40%，其实我们早在去年11月份21.4美元提示会员，你如果早点发现我们，那么涨幅已经接近翻倍！\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"754,703\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_ad15d9887bd04d04a39f82859ce8b9c4@5576020_oswg293795oswg754oswg703_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>与此同时2025年我们看好的12家不为人知的AI公司，截至目前已有10只实现上涨，\u003Cstrong>胜率高达83%！\u003C\u002Fstrong>此外，我们的两只私藏股分别已获得67%和11%的利润。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"681,523\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_420360eb6fa94de59ea10a164e48a82d@5576020_oswg75948oswg681oswg523_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>在1月的表现中，美股投资网TradesMax挖掘到的Top 11只股表现亮眼，涨幅达到22%，\u003Cstrong>2025年表现涨幅为26%\u003C\u002Fstrong>，这一成绩远超同期标普500的3%、科技七巨头的2%、纳斯达克的2%以及罗素2000的3%。这就是美股投资网的实力！\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"596,658\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_c5db06a9683a432288246d89d980879e@5576020_oswg80867oswg596oswg658_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>财报方面\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>谷歌作为“七巨头”中的一员发布了最新财报，云业务的收入未能达到预期，导致股价在盘后交易中下跌超7%。\u003C\u002Fp>\n\u003Cp>但其财报中有一条消息对其他一些公司来说非常利好。\u003C\u002Fp>\n\u003Cp>具体来说，谷歌预计2025年的资本支出将达到750亿美元，这一数字远超华尔街预期的支出水平。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"724,134\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_a2546ae6c00e412aaa30badbb27db994@5576020_oswg26309oswg724oswg134_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>这一消息利好博通（AVGO）和Celestica（CLS），推动盘后股价分别上涨3.78%和4.56%。\u003C\u002Fp>\n\u003Cp>值得注意的是CLS 就是我们的首选股\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1058,1156\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_d78f3beb7d734533bd1ae1e67d89e8b2@5576020_oswg392617oswg1058oswg1156_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cfigure class=\"image\" data-img-size-val=\"1073,1170\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250205\u002Fv2_a71cea43f7564c9a807dcc14aca7408f@5576020_oswg357881oswg1073oswg1170_img_000?x-oss-process=image\u002Fformat,jpg\u002Finterlace,1\">\u003C\u002Ffigure>\n\u003Cp>博通作为谷歌最大硬件供应商之一，为其提供专门定制的TPU（张量处理单元），这是一种专为谷歌数据中心设计的高效处理器，支持大规模机器学习和AI应用。谷歌正在大力扩展其数据中心，以满足日益增长的云计算和AI需求，而TPU是推动这一扩展的核心计算硬件。\u003C\u002Fp>\n\u003Cp>随着谷歌加大对数据中心的投资，博通将直接从中受益，获得更多的订单来满足硬件需求。博通还计划将这一成功模式扩展到Meta、字节跳动、苹果和OpenAI等其他大公司。因此，谷歌的扩展计划不仅为博通带来了稳定的收入，也为其向其他客户提供更多硬件和解决方案提供了机会。\u003C\u002Fp>\n\u003Cp>与博通的关系不同，CLS主要为谷歌提供电子制造服务，特别是在数据中心的基础设施建设和硬件集成方面。CLS并不直接生产TPU等处理器，而是为谷歌提供数据中心所需的硬件组装、系统集成和供应链解决方案。谷歌大规模的资本支出计划，尤其是在数据中心的扩建上，将直接推动CLS的业务需求。\u003C\u002Fp>\n\u003Cp>CLS的主要角色是在数据中心建设中为谷歌提供设备和系统集成服务。随着谷歌大幅扩展其数据中心，CLS将承担更多的订单，帮助谷歌完成新的数据中心硬件集成与组装工作。这些额外的订单意味着CLS的业绩有望超出市场预期，从而推动其股价上涨。\u003C\u002Fp>\n\u003Cp>AMD第四财季整体营收超出预期，并且当前季度展望稳健，但数据中心业务被视为薄弱环节。财报发布后，AMD股价盘后重挫逾8%。\u003C\u002Fp>\n\u003Cp>社交媒体巨头SNAP的股价则因财报超预期且上调了第一季度的营收预测，盘后股价大幅上涨5%。\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202502-stk\u002FUploader2yopogusutk_2025_02_04_19_11_52.jpeg","2025-02-05T03:09:52.903","2025.02.05","2025\u002F02\u002F05",36355,[22,23,24,25,26],"HIMS","AVGO","AMD","GOOG","CLS","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":32,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":27,"videoId":6,"liveVideoUrl":6,"duration":28,"price":28,"priceText":29,"priceBadgeText":29,"priceBadgeClass":30,"freeForMinGroupLevel":28,"redirectUrl":6,"readyToStream":5},[22,23,24,25,26],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":35,"services":36,"recentDocuments":45},"\u003Cfigure 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[37,41],{"productId":38,"serviceName":39,"priceText":40},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":42,"serviceName":43,"priceText":44},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":47,"images":72,"summaryHtml":77,"aboutTitle":78,"aboutHtml":79,"copyrightHtml":80},[48,51,54,57,60,63,66,69],{"label":49,"url":50},"深度报告","\u002Fcol\u002FdepthReport",{"label":52,"url":53},"VIP会员","\u002Fplan",{"label":55,"url":56},"期权推荐","\u002FOption",{"label":58,"url":59},"低价暴涨股","\u002FPenny",{"label":61,"url":62},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":64,"url":65},"美股课程","\u002Fcol\u002Fvideos",{"label":67,"url":68},"免责声明","\u002Fdisclaimer",{"label":70,"url":71},"联系我们","\u002FContactUs",[73,74,75,76],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":82,"search":83,"searchPlaceholder":83,"hotContent":84,"draft":85,"noData":86,"searchNoData":87,"edit":88,"editVideo":89,"courseContent":90,"more":91,"buyNow":92,"subscribeNow":93,"encoding":94,"paidContent":95},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]