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【美股盘前】黄仁勋:为GTC 2026准备了多款前所未见的新芯片;Meta重启智能手表计划;OpenAI最新一轮融资有望突破1000亿美元
Mei Ri Jing Ji Xin Wen· 2026-02-19 10:39
Market Overview - Major U.S. stock index futures are showing slight declines, with Dow futures down 0.12%, S&P 500 futures down 0.08%, and Nasdaq futures down 0.04% [1] Semiconductor Sector - Storage chip stocks are experiencing a pre-market rally, with SanDisk and Micron Technology both rising over 1% [2] Nvidia Developments - Nvidia's CEO Jensen Huang announced that the company has prepared several unprecedented new chips for GTC 2026, emphasizing the challenges of technological limits but expressing confidence in their engineering team [2] - Nvidia has sold its remaining 1.1 million shares of Arm Holdings, valued at approximately $156 million, while still holding a 20-year technology license from Arm [2][4] Meta Platforms - Meta has restarted its "Malibu 2" smartwatch project, which is expected to launch in 2026 with health tracking features and an integrated Meta AI assistant [2] OpenAI Financing - OpenAI is nearing the completion of a new funding round expected to exceed $100 billion, with a projected overall valuation surpassing $850 billion, up from an initial estimate of $830 billion [3] Rio Tinto Performance - Mining giant Rio Tinto reported a 2025 earnings forecast of $10.87 billion, slightly below market expectations of $11.03 billion, with EBITDA down 11% year-over-year due to declining iron ore prices [3] eBay Financials - eBay's Q4 2025 earnings exceeded expectations, with revenue of $3 billion, a 15% year-over-year increase, and an adjusted EPS of $1.41, surpassing the anticipated $1.35. The company also announced a $1.2 billion acquisition of Depop from Etsy [4] Silver Stocks - Silver stocks are showing strength, with Pan American Silver up over 4% and Hecla Mining rising nearly 2% [5] Google and Sea Partnership - Google and Southeast Asian tech group Sea have announced a strategic partnership to develop AI tools for Sea's e-commerce and gaming products, including an AI Agent shopping prototype for Shopee [5]
德国一年期基本负荷电力价格上涨5.6%,至81.55欧元/兆瓦时
Mei Ri Jing Ji Xin Wen· 2026-02-19 10:33
每经AI快讯,2月19日,数据显示,德国一年期基本负荷电力价格上涨5.6%,至81.55欧元/兆瓦时。 ...
2026春节档总票房破29亿元
Mei Ri Jing Ji Xin Wen· 2026-02-19 10:21
每经AI快讯,据灯塔专业版,截至2月19日17时55分,2026春节档(2月15日-2月23日)档期总票房(含预 售)突破29亿元。 ...
“黄金将取代美元”,专访“末日博士”彼得·希夫:金价飙升是美国新一轮危机的前兆,后续有望冲上7000美元
Mei Ri Jing Ji Xin Wen· 2026-02-19 10:17
每经记者|兰素英 每经编辑|金冥羽 王嘉琦 杜恒峰 "末日博士"彼得·希夫预言金价将冲7000美元,取代美元成新锚定资产,背后驱动力是各国央行增持黄金、美国财政赤字膨胀等。他认为,金价飙升预示 着美国将面临远超2008年的复合型危机,源于主权信用、美债和美元危机共振。此外,他还称新任美联储主席或沦为特朗普傀儡,加密货币是庞氏骗局, 建议投资者持续增持黄金白银。 彼得·希夫(Peter Schiff)关于"金价将突破5000美元"的预言又一次被市场验证了。 这位因精准预言2008年次贷危机而闻名的"末日博士"近日发出严厉警告:一场规模远超2008年的复合型危机正在酝酿。 作为奥地利经济学派的坚定信奉者,彼得·希夫长期倡导以贵金属和海外资产对冲美元风险。 他在华尔街拥有超过30年的从业经历。1987年,他在加州大学伯克利分校获得金融与会计学位后,入职希尔森雷曼兄弟(Shearson Lehman Brothers)开启 职业生涯。1996年,他加入欧洲太平洋资本(Euro Pacific Capital)并出任总裁,后担任首席执行官。2008年,由于其对金融危机的精准判断,他成为 2008年罗恩·保罗(Ron P ...
2026年金价新逻辑,专访世界黄金协会美洲区CEO:全球央行连续16年净买入,一场“结构性变化”正在发生
Mei Ri Jing Ji Xin Wen· 2026-02-19 10:17
每经记者|高涵 每经编辑|金冥羽 记者|高涵 近日,世界黄金协会美洲区首席执行官兼全球研究负责人Juan Carlos Artigas在接受《每日经济新闻》记者(以下简称NBD)专访时,深度解读了2026年黄 金市场的核心驱动力。 他指出,黄金正在经历一场由央行购金需求和避险情绪共同推动的"结构性转变",并已成为资产配置中不可或缺的流动性护城河。 定价逻辑生变? 编辑|金冥羽 王嘉琦 杜恒峰 校对|程鹏 黄金与美债收益率"脱钩"背后的真相 2026年开年,全球地缘经济局势持续波动,金融市场不确定性处于高位,黄金再次成为全球投资者关注的焦点。尽管当前国际金价呈现"冲高回落、震荡 运行"的态势,但市场对其未来增长潜力的讨论从未停止。 我们认为,黄金与实际利率的关系并未消失。只是在当前阶段,其他宏观力量成为了更关键的驱动因素,使得实际收益率的主导地位相对下降。 美国10年期实际收益率与金价走势 (作为无息资产,黄金过往的价格与美国实际利率高度绑定——美债实际利率走高,则金价承压。然而,这一运行了数十年的铁律,在2022年俄乌冲突后 悄然失效:即便美债实际利率持续高位,金价仍一路狂飙。) NBD:你长期将金价表现归纳 ...
黄仁勋:为GTC 2026准备了多款前所未见的新芯片;英伟达清仓Arm全部股份;OpenAI最新一轮融资有望突破1000亿美元【美股盘前】
Mei Ri Jing Ji Xin Wen· 2026-02-19 10:17
每经记者|岳楚鹏 每经编辑|金冥羽 兰素英 ① 【三大期指齐跌】截至发稿,道指期货跌0.12%、标普500指数期货跌0.08%、纳指期货跌0.04%。 ② 【存储芯片概念股普涨】存储芯片概念股盘前普涨。截至发稿,闪迪、美光科技均涨超1%。 ③【黄仁勋:为GTC 2026准备了多款前所未见的新芯片】当地时间2月18日,黄仁勋接受媒体采访时称:"我们已经为GTC 2026准备了几款前所未见的全 新芯片。"他补充道:"由于所有技术都已达到极限,所以没有什么是容易的。"但他强调:"有了这样一支团队(由英伟达和SK海力士的内存工程师组 成),没有什么是不可能的。" ④ 【英伟达清仓Arm全部股份】当地时间2月18日,最新监管文件显示,英伟达已抛售所持有的最后110万股Arm控股股票(价值约1.56亿美元)。英伟达 仍持有Arm为期20年的技术授权,其核心产品Grace CPU正是基于Arm架构。截至发稿,Arm上涨0.12%。 ⑤ 【Meta重启智能手表计划,计划2026年推出】 当地时间2月18日,据媒体援引知情人士透露,Meta已重启其"Malibu 2"智能手表项目。知情人士补充 说,该设备将于今年晚些时候发布, ...
超长春节假期众生相:150元住进市委党校、航班只剩公务舱、酒店套房超9万元一晚
Mei Ri Jing Ji Xin Wen· 2026-02-19 10:16
亚特兰蒂斯酒店面积超过1000平方米、价格显示超9万元/晚的皇家套房也已订完。三亚,归来仍是顶流。 这个假期,你在哪里? 同程旅行数据显示,今年春节的九天长假让"分段式过年"更加火爆,2月18日(大年初二)至2月19日(大年初三)成为节中出游高峰时段,节中民航出行 热度较去年春节同期提升38%。从整个春节假期来看,民航2次以上出行旅客同比涨幅预计达一半以上。 "先回家团圆,再出发度假"复合型春节催化下,国内酒店节中入住高峰更加显著。同程旅行数据显示,节中期间(大年初一至初五)国内酒店均价较春节 前夕高出30%以上,部分热门旅游城市更是高出一倍及以上。 今年是春节申遗成功后第二个"非遗中国年"。同程旅行数据显示,汕头、福州、太原等一批年俗年味独特、沉浸式体验强的目的地突出重围,热门景区门 票预约及入园客流维持高位。当拼假一族提前开启长线出境游时,同程旅行平台上,还有不少旅客选择在节中涌向港澳、东南亚等短途出境目的地。 150元住进市委党校 "越长大,越是怀念那份弥足珍贵的年味。"早在一个月前,小万就多方找攻略、做规划。看惯了舞龙舞狮、逛够了各种庙会,今年她想去个年味浓郁、体 验独特的地方过春节。 而和小万想法一 ...
【美股盘前】黄仁勋:为GTC 2026准备了多款前所未见的新芯片;英伟达清仓Arm全部股份;Meta重启智能手表计划,计划2026年推出;OpenAI最...
Mei Ri Jing Ji Xin Wen· 2026-02-19 09:57
Market Overview - Major U.S. stock index futures are showing slight declines, with Dow futures down 0.12%, S&P 500 futures down 0.08%, and Nasdaq futures down 0.04% [1] Semiconductor Sector - Storage chip stocks are experiencing a pre-market rally, with SanDisk and Micron Technology both rising over 1% [2] Nvidia Developments - Nvidia's CEO Jensen Huang announced that the company has prepared several unprecedented new chips for GTC 2026, emphasizing the challenges of technological limits but expressing confidence in their engineering team [2] - Nvidia has sold its remaining 1.1 million shares of Arm Holdings, valued at approximately $156 million, while still holding a 20-year technology license from Arm [2][4] Meta Platforms - Meta has restarted its "Malibu 2" smartwatch project, which is expected to launch in 2026 with health tracking features and an integrated Meta AI assistant [2] OpenAI Financing - OpenAI is nearing the completion of a new funding round expected to exceed $100 billion, with a projected overall valuation surpassing $850 billion, up from an initial estimate of $830 billion [3] - The pre-funding valuation is expected to remain at $730 billion, with major strategic investors including Amazon, SoftBank, Nvidia, and Microsoft [3] Mining Sector - Rio Tinto's 2025 earnings report showed a basic profit of $10.87 billion, which is flat year-over-year but slightly below market expectations of $11.03 billion, leading to a decline of over 2% in its stock [3] eBay Performance - eBay's Q4 2025 earnings exceeded expectations, reporting revenue of $3 billion, a 15% year-over-year increase, and an adjusted EPS of $1.41, surpassing the anticipated $1.35 [4] - The company also announced the acquisition of the fashion marketplace Depop from Etsy for $1.2 billion [4] Silver Stocks - Silver stocks are showing strength, with Pan American Silver up over 4% and Hecla Mining rising nearly 2% [5] Google and Sea Partnership - Google and Sea have announced a strategic partnership to develop AI tools for Sea's e-commerce and gaming products, including exploring AI Agent shopping prototypes for Shopee [5]
印度计划2000亿美元建数据中心
Mei Ri Jing Ji Xin Wen· 2026-02-19 09:40
每经AI快讯,当地时间17日,印度政府官员称,为了促进人工智能产业发展,印度打算在今后数年内 斥资2000亿美元建设一批数据中心。据报道,印度政府规划了大规模数字基础设施建设计划,印度电子 和信息技术部长瓦伊什瑙17日表示,美国谷歌、微软、亚马逊等企业近期宣布在印度投资人工智能的相 关项目、也被纳入到了2000亿美元的建设计划中。印度政府已启用一座共享计算设施,使初创企业、研 究人员和公共机构在不用负担高昂前期成本的情况下获得先进算力。(央视财经) ...
纽约期银日内涨2%,现报79.15美元/盎司
Mei Ri Jing Ji Xin Wen· 2026-02-19 09:29
每经AI快讯,2月19日,纽约期银日内涨2%,现报79.15美元/盎司。 ...