科技行业表现与潜在问题 - 科技行业在2025年表现强劲，承担了市场的主要增长动力 [1] - 尽管表现突出，但到2025年底，该行业正面临许多正在酝酿的问题 [1]

公司股价表现 - 公司股价在过去几周表现不佳 [1] 分析师观点与投资逻辑 - 分析师认为公司股票可作为其人工智能芯片主导地位的投资标的 [1]

公司经营状况 - 公司为消费级机器人开发商 多年来经营困难 [1] - 公司面临来自海外的激烈竞争 [1]

宏观经济与政策 - 本周将公布延迟的就业和通胀数据 [1] - 最高法院关于关税的裁决即将到来 [1] 航天与科技行业 - SpaceX公司可能在2026年迎来重大发展机遇 [1]

The tech-heavy Nasdaq dropped 1.62% last week—its biggest one-week percentage fall in three weeks—after Oracle announced higher-than-expected spending plans and investors questioned Broadcom's sales forecasts and a contracts backlog. U.S. AI-related stocks were edging up premarket as the sector recovered slightly from a bruising end to last week. Broadcom gained 0.8% premarket after closing down 11% Friday, while software company Oracle, the catalyst for last week's tech stumble, gained 0.1%. ...

油价走势 - 油价在早盘交易中小幅上涨 布伦特原油上涨0.1%至每桶61.19美元 西德克萨斯中质原油上涨0.2%至每桶57.33美元 [1] - 油价上涨受到美委关系紧张以及中国石油需求和炼油活动积极数据的支撑 [1] - 尽管小幅上涨 两大基准油价仍维持在自10月下旬以来的最低水平附近 [1] 市场影响因素 - 旨在结束乌克兰战争的外交努力限制了油价的涨幅 [1] - 市场对供应过剩的担忧也限制了油价上涨 [1]

Bitcoin rose slightly but remained below the key $90,000 level as it struggled to recover meaningfully after hitting a near two-week low overnight.The cryptocurrency has been hit by a rotation away from artificial intelligence-related stocks after results from Oracle and Broadcom last week failed to meet lofty expectations.Waning appetite for tech stocks offset the positive impact of expectations for further interest-rate cuts after the Federal Reserve's rate reduction last week. Earnings from Micron Techno ...

Renae Dyer, Dow Jones Newswires The dollar remained weak as expectations for further U.S. interest-rate cuts weighed. LIVE Dow Set to Open Up Ahead of Jobs Data Last Updated: 1 hour ago Dollar Stays Weak on Prospect of Further Rate Cuts By The Federal Reserve cut interest rates Wednesday and sounded less cautious about further cuts than anticipated. On Friday, President Donald Trump told The Wall Street Journal he was considering former Fed Governor Kevin Warsh to become the next Fed chair along with his ad ...

Stocks looked set to edge higher on Monday, clawing back some of their recent losses as investors bought the dip ahead of a slew of economic data and some crucial central bank policy decisions.Futures tracking the Dow Jones Industrial Average rose 114 points, or 0.2%. S&P 500 futures added 0.2%, and contracts tied to the tech-heavy Nasdaq 100 were up 0.1%.The three major indexes took a beating on Friday, after so-so earnings from software developer Oracle and chip maker Broadcom stoked fears about lofty art ...

Chinese chip and tech stocks stumbled as the negative sentiment on Wall Street carried over into Monday's session. "Hong Kong tech is getting hit from both sides—Wall Street's AI hangover is dampening global appetite for growth names, and weak China data is reminding investors that the domestic demand story still isn't healing," Saxo Markets chief investment strategist Charu Chanana said in an email. U.S. tech giants Oracle and Broadcom fueled artificial-intelligence skepticism last week and the sentiment h ...