等待开盘 06-26 09:30:00 美东时间
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Five small-cap tech stocks gained 30% to 86% in June, from quantum software to rare-earth metals. Here's what each does and why it surged.
06-19 23:21
Small-cap AI stocks are soaring, with AXTI and ICHR leading the way. Despite $100 oil prices, the market is focused on the AI rally and there are still under-the-radar plays to consider.
04-16 01:29
在财报季来临前夕,投行奥本海默重申将英伟达(NVDA.US)、博通(AVGO.US)、迈威尔科技(MRVL.US)和Monolithic Power Systems(MPWR.US)列为半导体板块的首选推荐。 分析师Rick Schafer在致客户报告中写道,"在纷乱的宏观环境和关税背景下,我们认为人工智能是最优且最安全的增长方向,""多数企业可能因关税引发的提前采购而实现超预期业绩。我们预计管理层展望将受到贸易战不确定性和普遍可见性缺失的影响而趋于保守。至少在短期内,我们看到人工智能相关支出受到的直接影响有限。" 深入分析显示,Schafer预计尽管本季度开局"较慢",英伟达仍将售出约4万套...
2025-04-16 10:00