Zhong Guo Zheng Quan Bao
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巴菲特“收官之作”曝光:新建仓这只股票
Zhong Guo Zheng Quan Bao· 2026-02-18 05:53
Core Viewpoint - Berkshire Hathaway disclosed its Q4 2025 U.S. stock holdings report, marking the last quarter under CEO Warren Buffett, showing significant reductions in key positions while also establishing a new position in The New York Times [1] Group 1: Holdings Summary - As of the end of Q4 2025, Berkshire's total holdings value was approximately $274.16 billion, up from $267.33 billion at the end of Q3 2025 [1] - The top five holdings included Apple, American Express, Bank of America, Coca-Cola, and Chevron, with Apple representing 22.6% of the portfolio [2][4] Group 2: Reductions in Holdings - In Q4 2025, Berkshire reduced its Apple shares by approximately 10.3 million, marking a 4.32% decrease, with total Apple shares held at 227.9 million, valued at about $61.96 billion [5] - The company also reduced its Bank of America shares by about 50.8 million, a decrease of 8.94%, leaving it with 517.3 million shares [5] - A significant reduction in Amazon shares was noted, with a decrease of 772.4 thousand shares, representing a 77% reduction [4][5] Group 3: New Investments - Berkshire initiated a new position in The New York Times, acquiring approximately 5.07 million shares valued at about $352 million, marking a re-entry into the media sector after selling its newspaper assets in 2020 [6] - The New York Times reported strong performance in Q4 2025, with total subscription users exceeding 12.78 million and a 10.2% increase in operating profit year-over-year [6]
美股上涨,黄金、白银大跌
Zhong Guo Zheng Quan Bao· 2026-02-18 01:13
当地时间2月17日,欧美股市集体收涨。美股大型科技股涨跌互现,苹果涨超3%,亚马逊、英伟达涨超1%。美股芯片股涨跌不一,博通涨超2%,高通、 ARM、应用材料涨超1%。 大宗商品方面,贵金属市场普遍下跌,伦敦现货黄金跌超2%,伦敦现货白银跌超4%,美国WTI原油期货主力合约跌超2%。 美股三大指数小幅收涨 Wind数据显示,截至收盘,道指涨0.07%,纳指涨0.14%,标普500指数涨0.1%。 美股大型科技股涨跌互现,万得美国科技七巨头指数涨0.53%。个股方面,苹果涨超3%,亚马逊、英伟达涨超1%,特斯拉、微软跌超1%。 | 成分 | 资讯 | 相关基金 | 月度收益 | | --- | --- | --- | --- | | | 现价 | 涨跌幅 ◆ | | | (APPLE) | 263.880 | 3.17% | 0.2 | | L.O | | | | | 3 逊(AMAZON) | 201.150 | 1.19% | 0.02 | | N.O | | | | | 韦达(NVIDIA) | 184.970 | 1.18% | 0.2' | | A.O. | | | | | 3 (META PLATF ...
春节档总票房破10亿!《飞驰人生3》居首
Zhong Guo Zheng Quan Bao· 2026-02-17 09:00
2026年春节档档期总票房(含预售) 据网络平台数据 破10亿 《飞驰人生3》暂列春节档票房榜首位 《惊蛰无声》《熊出没·年年有熊》 分列第二位和第三位 来源:央广网微信公众号综合@央视新闻 (文章来源:中国证券报) | 影片 | 档期票房 | 人次 场均人次 票房占比 | | | --- | --- | --- | --- | | | (万) | | | | 飞驰人生3 2026-02-17上映 | 45500.22 893.6万 | 18.0 | 45.5% | | 惊蛰无声 2026-02-17上映 | 17213.50 342.6万 | 9.5 | 17.2% | | 熊出没 ·年年有 能 | 12906.93 265.8万 | 14.3 | 12.9% | | 2026-02-17 映 | | | | | 镖人:风起大漠 | 9865.61 187.5万 8.4 | | 9.9% | | --- | --- | --- | --- | | 2026-02-17上映 | | | | | 熊猫计划之部落 | | | | | 奇遇记 | 4746.96 99.3万 | 8.8 | 4.7% | | 202 ...
订单量增长150%,春晚后机器人卖爆了
Zhong Guo Zheng Quan Bao· 2026-02-17 08:53
"宇树科技"微信公众号介绍,宇树人形机器人Unitree G1展示了多个极限动作,包括连续花式翻桌跑 酷、弹射空翻(空翻最大高度超过3米)、单脚连续空翻、Airflare大回旋七周半、集体快速跑位等。机 器人还搭载了自研灵巧手,支持武术道具的快速更换与稳定抓持。 节目的技术亮点还在于机器人高并发集群控制系统,可实现几十台机器人实时协同动作,同时AI算法 结合3D激光雷达,保障机器人在剧烈运动后仍能精准定位。 2月16日晚,2026年中央广播电视总台春节联欢晚会开播,宇树科技、松延动力、魔法原子、银河通用 等机器人公司的产品陆续亮相。一系列精彩的机器人表演不仅吸引了广大观众的关注,引爆社交网络, 也带火了平台销售。 据京东消息,春晚开播两小时(2月16日20:00-22:00),京东机器人搜索量环比增长超300%,客服问询 量增长460%,订单量增长150%。 京东方面表示,目前国内诸多知名机器人品牌均已在京东入驻。除夕当晚10点,京东上架了包括"春晚 同款"机器人在内的多款产品,并发布限时优惠。活动上线几分钟内,魔法原子、宇树科技、松延动力 等品牌的机器人即被抢购一空。其中,两台价值近63万元的GALBOT通 ...
订单量增长150%!春晚后机器人卖爆了
Zhong Guo Zheng Quan Bao· 2026-02-17 08:52
2026年春晚,具身智能企业松延动力的所有机器人产品全部亮相,包括N2机器人、E1机器人、小布 米、仿生机器人。"将各种不同的产品送入语言类节目,配合演员完成舞台调度,对机器人运控能力提 出了更高的要求。"松延动力算法负责人表示。 2月16日晚,2026年中央广播电视总台春节联欢晚会开播,宇树科技、松延动力、魔法原子、银河通用 等机器人公司的产品陆续亮相。一系列精彩的机器人表演不仅吸引了广大观众的关注,引爆社交网络, 也带火了平台销售。 据京东消息,春晚开播两小时(2月16日20:00-22:00),京东机器人搜索量环比增长超300%,客服问询 量增长460%,订单量增长150%。 京东方面表示,目前国内诸多知名机器人品牌均已在京东入驻。除夕当晚10点,京东上架了包括"春晚 同款"机器人在内的多款产品,并发布限时优惠。活动上线几分钟内,魔法原子、宇树科技、松延动力 等品牌的机器人即被抢购一空。其中,两台价值近63万元的GALBOT通用机器人G1,同样被抢购。 春晚表演结束后,各家机器人企业陆续揭秘春晚舞台上的技术亮点与幕后准备。 宇树科技解析技术难点 "宇树科技"微信公众号介绍,宇树人形机器人Unitree ...
破6亿元!“最长电影春节档”谁能胜出?
Zhong Guo Zheng Quan Bao· 2026-02-16 13:01
另一部备受关注的影片《惊蛰无声》由张艺谋执导。大麦娱乐、中国电影等参与出品。截至2月16日20 时,该片以1.1亿元预售票房成绩位列2026年春节档新片预售票房榜第二位。 武侠动作大片《镖人:风起大漠》改编自豆瓣评分高达9.3分的同名现象级漫画,出品方包括大麦娱 乐、中国电影等。 灯塔专业版数据显示,截至2月16日20时,2026年电影春节档(2月15日至2月23日)票房(含预售)已 突破6亿元。 《飞驰人生3》《惊蛰无声》《镖人:风起大漠》《星河入梦》《熊猫计划之部落奇遇记》《熊出没·年 年有熊》6部影片确认定档大年初一(2月17日)。从题材来看,影片涵盖赛车、喜剧、武侠等多种类 型,多元化特征明显。 IP续作领跑 高口碑IP续作《飞驰人生3》是今年春节档的头号种子选手。该片由韩寒编剧并执导,沈腾领衔主演。 截至2月16日20时,该片以2.6亿元的预售票房成绩位列2026年春节档新片预售票房榜首位。《飞驰人 生》系列影片前两部分别取得了17.28亿元和33.61亿元的票房成绩。 目前《飞驰人生3》在猫眼平台的累计想看人数已超过97万,稳居春节档首位。该片吸引了多家上市影 企参与。出品方包括大麦娱乐、万达电影 ...
港股三大指数蛇年收涨 机构:马年港股或震荡上行
Zhong Guo Zheng Quan Bao· 2026-02-16 05:51
Market Performance - The Hong Kong stock market closed positively on the last trading day of the Year of the Snake, with all three major indices rising: Hang Seng Index up 0.52%, Hang Seng China Enterprises Index up 0.42%, and Hang Seng Tech Index up 0.13% [1][2] - The Hang Seng Composite Industry Index saw all 12 sectors increase, with the materials, energy, and industrial sectors leading the gains at 3.96%, 2.21%, and 0.94% respectively [2][3] Yearly Performance - For the Year of the Snake (January 29, 2025, to February 16, 2026), the Hang Seng Index increased by 32.04%, the Hang Seng China Enterprises Index by 22.87%, and the Hang Seng Tech Index by 13.63% [4] - The top three performing stocks during this period were Junyu Foundation, Base Champion Group, and Jingxi International, with respective gains of 7,836.51%, 3,725.00%, and 2,736.36% [5] Sector Performance - All 31 first-level industries in the Shenwan classification rose, with 24 industries gaining over 30%, 10 industries over 50%, and 2 industries over 100%. The top three performing sectors were non-ferrous metals (189.59%), defense and military (103.90%), and machinery equipment (74.18%) [6] - The artificial intelligence, non-ferrous metals, and innovative pharmaceuticals sectors led the market, with significant price increases for major companies: Huahong Semiconductor up 337.20%, China Life up 143.70%, SMIC up 83.95%, Alibaba up 78.14%, HSBC up 77.30%, and Tencent up 34.01% [6][7] Market Outlook - Analysts expect the Hong Kong market to continue its upward trend in 2026, driven by factors such as ongoing interest rate cuts by the Federal Reserve, deepening domestic policies, improving corporate earnings, and sustained capital inflows [7] - Recommendations for post-Spring Festival market strategies include focusing on consumption, precious metals, energy, and technology sectors, with a barbell allocation strategy suggested for the second half of the year [7]
微信推出两项春节限定新功能
Zhong Guo Zheng Quan Bao· 2026-02-16 01:27
重要新闻提示 3. "北京交通"微信公众号2月15日消息,当日,北京市发布2026年小客车指标配额和配置比例。2026年 北京市常规小客车指标配额为10万个,其中普通指标2万个,新能源指标8万个。家庭、个人和单位新能 源小客车指标于5月26日配置。另外,增发新能源指标8万个,其中面向家庭增发6万个,面向个人增发2 万个。 微信推出两项春节限定新功能 国投瑞银基金发布关于白银基金相关方案的公告,超九成投资者将获全额补偿 特锐德:公司在手订单充裕,产能利用率较高 财经新闻 1. "微信派"微信公众号2月15日消息,微信推出两项春节限定新功能:红包封面支持自定义"挂件";公 众号留言可切换"金色"昵称。用户将微信更新至最新版本即可体验。 红包封面"挂件"功能,是今年春节期间,用户在微信发表贴图内容,就可以制作"挂件红包封面"。该功 能支持自定义祝福语或图片。 从2月15日起至2月17日(大年初一),用户在公众号留言时切换留言身份,其昵称将显示为金色,获 得"金色传说"视觉体验。 2. 2月15日晚间,国投瑞银基金管理有限公司公告称,受近期白银市场价格出现历史性极端行情影响, 为公平对待所有投资者,避免"先赎占优", ...
速领 新春数字人民币红包来了!
Zhong Guo Zheng Quan Bao· 2026-02-15 04:59
中国证券报记者2月15日获悉,春节将至,数字人民币运营机构陆续推出了多样的数字人民币促消费红包发放、满减支付等活 动。进入数字人民币APP后,点击"新春用数币,马上有惊喜"栏目便可以查看活动详情。 图片来源:数字人民币APP 专家表示,数字人民币可加载智能合约,实现支付定制化,通过数字人民币运营管理中心建设的智能合约生态服务平台和智 能合约模板功能,持续提高消费补贴发放精准度,提升补贴资金使用效率,充分满足复杂场景和灵活定制的消费补贴政策需 求。 (文章来源:中国证券报) 值得一提的是,2月16日的数币节与今年除夕恰巧在同一天。高峰表示,通过"银行+平台"生态联动,数币支付正成为撬动数 字消费、绿色消费、普惠消费的新引擎,让每月16日不仅是支付优惠日,更是服务民生、繁荣市场、提振消费的数字化新实 践。 招商银行则开展了"招好运币有礼"数字人民币主题惠民活动,以多重权益回馈广大用户,持续提升数字人民币服务体验。 招商银行数字人民币办公室主任陈曦介绍,活动期间,社会公众新开立招商银行数字人民币个人钱包,可获得专属消费红 包;同时,招行围绕民生刚需场景,上线生活缴费、咖啡茶饮、外卖、信用卡还款等多项场景立减优惠,并 ...
基民养“基”心得:黄金基金九个月赚40%,“观察大佬两年才敢跟投”
Zhong Guo Zheng Quan Bao· 2026-02-15 04:57
Core Insights - The article highlights the investment experiences of several ordinary fund investors in 2025, showcasing their strategies and outcomes in various market conditions. Group 1: Investment Strategies and Outcomes - Investor Xiao Li achieved an average annual return of 26% across all fund products, with a notable 40% return from gold-themed funds after thorough research and strategic timing [2][3] - Investor Xiao Fei successfully shifted from a high-tech index fund to a green energy index fund, preserving a 35% profit during market fluctuations, demonstrating the importance of timely decision-making and market observation [4][6] - Investor Hua Hua transitioned from a novice to a more disciplined investor, constructing a balanced portfolio with 60% in bond-enhanced funds, 30% in technology ETFs, and 10% in dividend ETFs, achieving stable returns and embracing a long-term investment philosophy [7] Group 2: Lessons Learned - Xiao Li emphasized the necessity of thorough research and understanding both sides of an investment before committing, planning to continue holding gold funds and diversifying into colored and technology growth funds in 2026 [3] - Xiao Fei's key takeaway was that investment requires not only vision but also patience and discipline, advocating for informed decision-making based on solid observation rather than impulsive actions [6] - Hua Hua's journey underscored that investment is not a gamble but a process of building knowledge and patience, leading to a steady path of wealth accumulation [7]