【导读】深V走势 中国基金报记者 泰勒 大家好啊，今晚不平静呀，泰勒稿子一度重写。一起看看发生了什么事情。 美股深"V" 2月17日晚间，美股盘初，科技巨头的抛售一度令股市承压。近期，对人工智能前景的持续焦虑不仅重创了科技板块，还波及了多个行业的数十 家公司。比特币延续了2月份的跌势，黄金价格也录得下跌。 其中，道指跌一度超300点，纳指一度跌超1.2%。截至发稿，跌幅有所收窄，美股上演深"V"走势。 | 最高: 22559.71 | 今开: 22394.76 | 52周最高: 24019.99 | 量比:1.33 | | --- | --- | --- | --- | | 最低: 22256.76 | 昨收:22546.67 | 52周最低: 14784.03 | 振幅: 1.34 | | 出六旦、20 10/70 | | | | | | 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | 区间统计 全屏显示 | | | --- | --- | --- | --- | | 最新:22517.61 -29.06 -0.13% | | | | | 22836.58 | | ...

云南楚雄一游船发生侧翻，当地正全力救治溺水人员 记者从云南省楚雄市宣传部门了解到，2月17日16时30分左右，楚雄市东华镇莲溪湾旅游度假村一游船 发生侧翻，导致4人溺水。事发后，当地已组织应急、消防等力量参与处置工作。截至17日20时30分，2 名溺水人员确认死亡，另外2名溺水人员正在医院接受救治，相关工作正在进行中。 来源：新华社 （原标题：云南一游船突发侧翻，有人员伤亡） ...

Market Overview - The U.S. stock market experienced a "V" shaped recovery after initial declines, with the Dow Jones Industrial Average dropping over 300 points and the Nasdaq falling more than 1.2% before recovering [2] - The Philadelphia Semiconductor Index, a key indicator for chip manufacturers, saw a decline of over 2% [2] - Software stock ETFs plummeted by 3% [3] Technology Sector - Technology stocks generally declined, but the losses were somewhat mitigated [6] - Major tech companies such as Oracle, AMD, Tesla, and Google reported declines ranging from 1.04% to 3.01% [7] AI Impact - Concerns regarding the potential disruption caused by artificial intelligence (AI) have led to significant sell-offs in stocks perceived to be at risk of being replaced [8] - The frequency of mentions of "AI disruption" in corporate earnings calls nearly doubled compared to the previous quarter, indicating heightened investor anxiety [8] - Analysts suggest that unless upcoming economic data surprises positively, the current market volatility may continue [8] Commodities Market - Oil prices experienced a sharp decline following reports of progress in U.S.-Iran nuclear negotiations, which could lead to the lifting of sanctions on Iran and a potential increase in global oil supply [10] - Precious metals such as gold and silver also saw significant drops, with gold falling over 2% and silver dropping more than 4% [11]

Market Overview - The U.S. stock market experienced a "V" shaped recovery after initial declines, with the Dow Jones Industrial Average dropping over 300 points and the Nasdaq Composite falling more than 1.2% at one point [2][3] - The Philadelphia Semiconductor Index, a key indicator for chip manufacturers, saw a decline of over 2% [6] - Software stock index ETFs plummeted by 3% [9] - Despite the overall downturn, the declines in tech stocks have moderated [12] AI Impact on Market Sentiment - The recent turmoil in the market reflects two conflicting fears regarding AI: one is the concern that AI could drastically disrupt various economic sectors, leading investors to sell stocks perceived to have any risk of being replaced; the other is skepticism about whether the billions invested in AI will yield significant returns in the short term [12][14] - Analysts noted that mentions of "AI disruption" in corporate earnings calls nearly doubled compared to the previous quarter, indicating heightened awareness and concern among management teams [14] Economic Data and Market Trends - Morgan Stanley's Chris Larkin indicated that the ongoing rotation in tech stocks and fears of AI disruption overshadowed recent employment and inflation data, suggesting that unless upcoming economic data presents a significant surprise, the current market trend may continue [15] - The market remains close to historical highs, but the volatility from sell-offs could disrupt upward trends, posing challenges for investors [15] Commodity Market Reactions - Oil prices experienced a sharp decline following indications of progress in U.S.-Iran nuclear negotiations, which could lead to the lifting of sanctions on Tehran and reduce geopolitical risk in the Middle East [17] - Silver prices fell over 4% and gold prices dropped more than 2%, as market anxiety eased with the potential for avoiding conflict with Iran [17]

消息面上，美伊谈判迎来好消息，在17日结束的第二轮伊美谈判中，双方就一些总体问题达成一致，在谈判代表团与各自国家政府汇报磋商后，伊美双方 将继续讨论细节问题。本月6日，伊朗和美国代表在阿曼首都马斯喀特举行间接谈判，并就继续举行谈判达成共识，但双方在核心问题上仍然分歧严重。 美国和伊朗第二轮间接谈判17日在瑞士日内瓦开始举行。谈判地点在阿曼驻日内瓦外交代表机构内。 此前，在伊朗宣布将关闭霍尔木兹海峡部分航道进行军演后，油价一度短时飙升。 伊朗外交部长表示，在日内瓦举行的第二轮核谈判中，伊朗与美国就主要的"指导原则"达成了一致，但仍有工作尚待完成。他在谈判结束后告诉伊朗媒 体，这一进展并不意味着很快就会达成协议，但"道路已经开启"。 受最新消息影响，避险资产黄金、白银也一度直线跳水了。 【导读】原油、黄金、白银一起跳水 兄弟姐妹们啊，太戏剧了，原油今晚的走势，直线拉升，又直线跳水。 一起看看发生了什么事情。 2月17日晚间，石油价格在短线拉升之后，又直线跳水。 | 伦敦银(现货白银) CFD ▶ ○ ○ | V | | | | () | | --- | --- | --- | --- | --- | --- | ...

龙舞山河壮，马驰春色新！我是安联基金郑宇尘，值此上证指数站上4000点迎来开门红之际，我谨代表安联基金，向各位投资者致以最诚挚的祝福！愿大 家在新的一年里龙马精神、万事顺遂，在资本市场的沃土上收获满满。 2022年1月加入安联投资，参与公募牌照申请筹备工作，曾任安联基金管理有限公司副总经理兼首席投资官。 2008年10月至2022年1月，担任汇丰晋信基金管理公司基金经理、投资咨询总监、固定收益部及保险机构资产管理部总监、投资总监等多个高级职位。此 前，郑宇尘先生就职于中德安联人寿保险有限公司，历任组合经理、投资部总监等职。 资本市场方面，两个重要的变化正在悄然展开，一个是，资本市场取代了房地产成为居民财富保值增值的重要领域。另一个是，资本市场的发展，需要服 务实体经济，服务国家战略，但反过来，也可以反映和分享实体经济发展的成果。这两个变化，使得资本市场的发展成为国家的战略目标之一，会推动资 本市场进入比较好的良性发展阶段，资本市场的底层资产的质量也在改善。我们也已经看到，通过注册制改革持续深化，上市公司质量稳步提升，外资准 入不断扩大，市场韧性与活力将进一步增强，与此同时，以保险资金、养老金为代表的"长钱"加 ...

春回大地，骏马驰骋。新的一年，招商基金将继续秉持"为客户创造更多价值"的使命，以最佳客户体验为引领，坚持"主动管理业务"和"被动指数业务"双 轮驱动，持续优化业务结构，全面提升投研、资产组织、风险管理、科技支撑、业务创新、人才队伍建设等六大能力，通过长期稳定的业绩、丰富优质的 产品和专业温暖的服务，全力守护每一份信任与托付，在高质量发展新征程上稳步前行。 马年寓意着奔腾、进取、力量与担当，我们将以龙马精神鞭策自身，在市场的浪潮中敏锐应变、笃行致远。愿与各位投资者继续携手并肩，蹄疾步稳，共 赴新程，以时间淬炼价值，用专业书写答卷。最后，衷心祝愿各位投资者及家人在新的一年，事业马到成功，生活一马平川，财源马不停蹄，投资一马当 先！期待与您一路同行，共启华章！ 福启新岁，万象更新。值此丙午马年春节来临之际，我谨代表招商基金全体员工，向广大投资者致以最诚挚的节日祝福！愿新春的钟声带来平安喜乐，愿 骏马的腾跃送抵鸿运昌隆。 回首过去一年，我国在百年未有之大变局中迎难而上、砥砺前行，顺利实现"十四五"规划圆满收官，全面开启中国式现代化新篇章。新质生产力加速培 育，资本市场稳健发展，国民经济走出了一条更具韧性、更趋成熟的高 ...

【导读】油价直线拉升 周一，特朗普在"空军一号"上对记者表示："我认为他们不想承担不达成协议的后果。我们本可以达成 协议，而不是派遣B-2轰炸机去摧毁他们的核潜力。但我们不得不派遣B-2。" 此外，伊朗外长阿拉格齐周一在日内瓦会见了国际原子能机构（IAEA）负责人，讨论将在与美方官员 会谈中提出的"提议"。他还将会见阿曼外交大臣巴德尔·阿尔布赛迪，提交伊朗的最新立场以便转达给 美方。 大家好，海外不平静，刚刚，油价直线拉升。 美国共和党参议员林赛·格雷厄姆表示，华盛顿距离在外交手段和对伊军事行动之间做出决定仅剩"几周 而非几个月"的时间。 一起看看发生了什么事情。 2月17日晚间，原油价格大幅反弹，直线拉升。 消息面上，伊朗最高领袖发出警告，称美国推翻其政府的企图绝不会成功。与此同时，在华盛顿加大中 东军事部署的背景下，美伊双方已在日内瓦就长期存在的核争端展开间接谈判。 就在谈判开始几小时后，伊朗半官方的法尔斯通讯社（Fars）报道称，由于"安全预防措施"，战略要地 霍尔木兹海峡的部分航道将关闭数小时。与此同时，伊朗精锐的革命卫队正在这条全球最重要的石油出 口航道上进行军事演习。 德黑兰过去曾多次威胁，如果遭 ...

Core Viewpoint - The Spring Festival Gala showcased a significant presence of robots, highlighting advancements in robotics and consumer interest, leading to a surge in sales of robot products [1][3]. Group 1: Robot Performance and Market Impact - The Spring Festival Gala featured performances by four robot companies: Yushutech, Galaxy General, Songyan Power, and Magic Atom, demonstrating high-level actions and intelligent operations [1]. - Following the broadcast, the demand for "Spring Festival Gala" robots skyrocketed, with many models selling out within minutes, indicating a strong consumer market response [3]. - During the first two hours of the gala, the search volume for robots on JD.com increased by over 300%, customer inquiries rose by 460%, and order volume grew by 150%, with new orders spanning over 100 cities [4]. Group 2: Specific Sales Data and Trends - Two units of the GALBOT G1 robot, priced at nearly 630,000 yuan, were sold out quickly during the gala [4]. - JD.com reported that the demand for robot rental orders during the Spring Festival exceeded supply, with scheduling pushed to March 2026 [6]. - The Yushutech G1 EDU U2 robot was made available for online purchase at 208,850 yuan, with delivery options but no return policy [6]. Group 3: Technological Integration and Future Vision - The gala's director expressed a desire for the event to showcase the comprehensive development of China's robotics industry, emphasizing the integration of advanced technologies such as high-precision laser positioning and real-time voice interaction [8]. - The robots performed complex formations and high-difficulty actions, demonstrating the potential for collaboration between human creativity and artificial intelligence [8].

Core Insights - Over 130 million people in China experienced AI shopping for the first time during the Spring Festival, with "Qianwen help me" becoming a national-level AI assistant [1][2][3] Group 1: User Engagement and Growth - During the Spring Festival, AI ticket purchasing orders surged, with a 22-fold increase for event tickets and over 7-fold for flight tickets [3] - Movie ticket orders via AI skyrocketed by 372 times, particularly in third and fourth-tier cities, where orders increased by 782 times [3] - Nearly 400,000 users aged 60 and above engaged in AI shopping, indicating a broad demographic reach [3] Group 2: Ecosystem Integration - Qianwen integrates with Alibaba's ecosystem, including Taobao, Alipay, and other platforms, to enhance user service [3] - Future functionalities will include AI ride-hailing, mobile top-ups, and group buying [3] Group 3: Model Development and Performance - Alibaba launched the Qianwen 3.5 model, which is considered the strongest open-source model globally, achieving a significant leap from text-only to multimodal capabilities [5] - Qianwen 3.5 outperformed competitors in various benchmarks, scoring 87.8 in MMLU-Pro and 88.4 in GPQA, surpassing GPT-5.2 and Claude 4.5 respectively [5] - The model's performance in instruction-following and general agent evaluations also exceeded that of Gemini 3 Pro and GPT-5.2 [5]