每个工作日，由吉姆·克莱默主持的CNBC投资俱乐部都会发布“收盘前速递”——这份实用的午后市场更新报告恰好在华尔街交易时段的最后一小时发布。周二股市表现强劲，标准普尔500指数与纳斯达克指数均有望创下收盘新高。对标准普尔500指数而言，这已是连续第四个交易日上涨。此次涨势得益于美国国债收益率小幅回落，同时西德克萨斯中质原油价格仍维持在每桶90美元以下。
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are higher on Tuesday, with the S & P 500 and Nasdaq on pace for record closes. For the S & P 500, it's fourth straight session of gains. The rally came as Treasury yields slid slightly, while WTI crude remained under $90 per barrel.
在标准普尔500指数的所有板块中，除医疗保健板块表现疲软外，其余板块均实现上涨；医疗保健板块的低迷则源于莫德纳公司及其他生物科技相关企业的股价下跌。由于谷歌宣布与康斯特ellation能源公司达成一项重要的长期电力供应协议，公用事业与工业板块表现突出。这一消息也带动其他为人工智能数据中心提供电力及供电设备的公司股价上涨，包括通用电气维诺瓦与伊顿公司。
Every sector in the S & P 500 was positive except for healthcare, which trailed due to weakness in Moderna and companies exposed to biotechs. Utilities and industrials were toward the top of the leaderboard after Google announced a major long-term power agreement with Constellation Energy . The news sent shares of other stocks that power and electrify AI data centers higher, including GE Vernova and Eaton .
周二，马维尔科技股价上涨逾6%，这得益于其在投资者日上发布的乐观的短期及长期业绩指引。虽然我们的投资组合中并未持有马维尔科技股票，但该公司管理层的展望也印证了英伟达与博通在计算及网络连接领域所面临的良好发展势头。目前英伟达股价上涨约0.5%，有望连续两个交易日创下收盘新高；博通股价涨幅则超过4%，这也将是其自8月下旬以来的最佳单日表现。
Marvell Technology shares rose over 6% on Tuesday in reaction to upbeat near-term and long-term guidance at its investor day. While we don't own Marvell in the portfolio, management's outlook speaks positively to the trends Nvidia and Broadcom are also experiencing in compute and networking connectivity. Nvidia is up about 0.5%, tracking for back-to-back record closes, while Broadcom is jumping more than 4%, which would be its best day since late August.
马维尔科技将2028财年的营收预期从8月下旬发布的2027财年第二季度业绩报告中的180亿美元上调至200亿美元。公司表示，这额外20亿美元的营收增长主要源于市场对数据中心连接解决方案的强劲需求，尤其是用于扩展服务器互联规模的光学器件与交换机产品。这些网络产品有助于数据在数据中心内的服务器机架间高效传输。
Marvell raised its revenue outlook for fiscal 2028 to $20 billion, up from the $18 billion guidance it gave alongside side its fiscal 2027 second-quarter results in late August. Marvell said the additional $2 billion of revenue is being driven by strong demand for its data center connectivity solutions: interconnect scale-up optics and switching. These networking products help data travel within and across server racks inside the data center.
此外，马维尔科技预计其定制芯片业务也将实现快速增长，目前亚马逊与谷歌母公司Alphabet均为该业务的重要客户。公司预计2029财年的定制芯片业务营收将较2028财年增长两倍，达到120亿美元以上。
The company also sees strong growth in its custom chip business, which counts Amazon and Alphabet among its major customers. Marvell sees its custom business tripling in fiscal year 2029 from fiscal year 2028, hitting more than $12 billion.
从长远来看，Marvell预计在2031财年，公司总收入有望达到700亿至900亿美元。据FactSet数据显示，这一数值远高于市场普遍预期的470亿美元。支撑这一极为乐观预期的依据是Marvell的判断：到2030年，全球数据中心资本支出总额将达3万亿美元，且自2025年至2030年期间，该支出将以约35%的复合年增长率持续增长。值得注意的是，Marvell在该支出预测中留有一定审慎余地，假设未来资本支出增速会有所放缓，并最终回归历史平均水平。
Longer term, Marvell said it expects total company revenue in the range of $70 billion and $90 billion in fiscal year 2031, well above the consensus estimate of $47 billion, according to FactSet. Supporting the path to this very bullish outlook is Marvell's view that data center capital expenditures will reach $3 trillion by 2030, growing at about a 35% compound annual rate starting from 2025 to 2030. Notably, Marvell built some prudence into that spending guide, assuming the current rate of capex growth will moderate over the forecast period and move closer to historical levels in the out-years.
Constellation Brands是一家生产Corona与Modelo啤酒的企业，该公司将于周二收盘后公布财报。自今年4月起由首席执行官Nick Fink执掌的Constellation Brands，其股价今年以来已累计下跌逾16%。周三开盘前并无重要财报发布。在经济数据方面，投资者可关注纽约联邦储备银行发布的未来一年通胀预期数据，以及联邦公开市场委员会9月会议的会议纪要。
Corona and Modelo brewer Constellation Brands reports after the closing bell on Tuesday. Shares of Constellation Brands , which has been helmed by CEO Nick Fink since April, are down over 16% year to date.
若您加入由吉姆·克莱默主持的CNBC投资俱乐部，在克莱默执行交易前您将收到交易提示。发出提示后，克莱默会等待45分钟才在其慈善信托基金的投资组合中进行买卖操作；若某只股票此前曾在CNBC电视节目中被克莱默提及，则需再等待72小时方可进行交易。
There are no major earnings before the opening bell on Wednesday. On the data side, we'll see the New York Federal Reserve's one-year inflation expectations and the minutes from the Federal Open Market Committee's September meeting. ()