市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 英伟达已出售其持有的芯片架构技术公司Arm Holdings Plc全部剩余股份，两家公司之间波折重重的纠 葛就此画上句号。 据监管文件披露，英伟达于2025年第四季度出售110万股Arm股票，按Arm周二收盘价计算，对应价值 约1.4亿美元。交易完成后，英伟达对Arm的持股比例降至零。 回溯至2020年，英伟达曾宣布以400亿美元收购Arm，该交易原本有望成为芯片行业史上规模最大的收 购案。但交易随即遭到监管机构与客户的反对，Arm的技术支撑着全球绝大多数先进半导体芯片的研发 与生产，其行业独立性被视为至关重要的资产。2022年2月，双方正式终止收购协议，由软银集团控股 的Arm随后启动公开上市计划。 ...

Core Viewpoint - The Chinese New Year, a cultural celebration with deep historical roots, is gaining global recognition and participation, driven by a robust economic ecosystem that intertwines global consumption, cross-border tourism, policy support, and industrial innovation [1] Economic Impact - The rise of the "Spring Festival economy" is not a random market phenomenon but is supported by systematic policy initiatives and improved infrastructure [1] - Recent improvements in visa policies, expansion of visa-free access, and enhancements in inbound payment convenience and multilingual services have significantly lowered the barriers for international tourists [1] Consumer Behavior - The nine-day Spring Festival holiday is expected to unleash substantial domestic consumption potential, providing ample time for cultural tourism integration and cross-border consumption [1] - This holiday period will further expand the overall economic benefits associated with the festival [1]

Core Viewpoint - Chongqing Silis Phoenix Intelligent Technology Co., Ltd. has applied for a patent related to vehicle control technology, specifically a method and system for vehicle visual blind spot compensation, which aims to enhance vehicle perception in complex road conditions [1][2]. Group 1: Patent Application - The patent titled "Vehicle Visual Blind Spot Compensation Control Method, System and Vehicle" was published with the application number CN121545129A, and the application date is December 2025 [1]. - The method involves obtaining visual compensation data for target vehicles in blind spots through a preset network, analyzing this data to determine real-time data streams and positioning information [1]. - The system allows for 3D reconstruction of the environment around the target vehicle, effectively covering blind spots and improving vehicle reliability and perception in complex scenarios [1]. Group 2: Company Overview - Chongqing Silis Phoenix Intelligent Technology Co., Ltd. was established in 2023 and is located in Chongqing, primarily engaged in software and information technology services [2]. - The company has a registered capital of 122.225 million RMB and has participated in two bidding projects, holding 2,840 patent records and two administrative licenses [2].

据新华社，美国能源部长克里斯·赖特17日表示，美国对国际能源署的改革进展不满意，并威胁称，若 这一机构继续以气候变化议题为主导，美方可能考虑退出。赖特当天在巴黎出席由法国国际关系研究所 组织的一场能源会议。他声称，美方并不需要"荒谬"的"净零排放情景"，如果国际能源署坚持其工 作"由气候相关内容所主导和渗透"，美国会选择退出。 ...

Core Viewpoint - Timken has approved a stock repurchase plan of 10 million shares, effective March 1, replacing a previous plan set to expire on February 28 this year [1] Group 1: Company Overview - Timken is a global leader in industrial technology with over 120 years of history, focusing on precision-engineered bearings and industrial power transmission products [1]

本文源自：金融界AI电报 13F报告显示，伯克希尔哈撒韦在巴菲特担任CEO的最后一季度减持了美国银行和苹果，增持纽约时 报。去年第四季度，该公司减持了约5080万股美国银行股票、1030万股苹果股票，为连续第三个季度减 持苹果。同时，该公司买入了510万股纽约时报股票，纽约时报美股股价在盘后交易中一度涨约2%。截 至去年9月，美国运通、苹果、美国银行、可口可乐和雪佛龙是伯克希尔的最大持仓。 ...

Core Viewpoint - Tiger Global Management has significantly reduced its holdings in several major U.S. tech stocks during the fourth quarter of 2025, indicating a trend among large institutional investors to decrease exposure to technology giants [1][2]. Group 1: Tiger Global Management's Holdings - Tiger Global reduced its stake in TSMC by 18.6%, ending the quarter with 3.7 million shares, marking the largest reduction among its holdings [1]. - The firm cut its Microsoft holdings by 16.4% to 5.5 million shares, and its Amazon stake decreased by 9.3% to 10 million shares [1]. - Nvidia holdings were down by 6% to 1.1 million shares, while Meta Platforms' Class A shares saw a slight reduction of 2.4% to 2.8 million shares [1]. Group 2: Other Institutional Investors' Actions - UBS also reduced its positions in several tech stocks during the same quarter, including an 11.47% cut in Nvidia and a 10.57% reduction in Apple [1]. - Goldman Sachs similarly decreased its holdings in Microsoft, Tesla, Broadcom, and Meta [1]. - SoftBank completely divested its holdings in Nvidia during the fourth quarter of 2025, while Berkshire Hathaway reduced its Apple stake by 4.3% to approximately 228 million shares [1]. Group 3: Reporting Context - The 13-F filings reflect the holdings of institutional investors as of December 31, 2025, and must be submitted within 45 days after the end of each fiscal quarter, not accounting for any changes in the first quarter of 2026 [2]. - Tiger Global, founded in 2001 by Chase Coleman, is known for its significant investments in the technology and internet sectors, making its portfolio adjustments closely watched by the industry [2].

伯克希尔哈撒韦将所持美国银行股份减持8.9%至5.173亿股。 本文源自：金融界AI电报 ...

本文源自：金融界AI电报 伯克希尔哈撒韦增持雪佛龙股份8,091,570股，持股总数增至130,156,362股。 ...

根据巴克莱 银行分析团队的观点，到2035年，由 人工智能驱动的 机器人和自主机器市场有望膨胀至 1 万亿美元 的规模。分析师在题为《机器人十年》的报告中写道，自动驾驶汽车将一马当先，紧随其后 的是无人机，最后是更为复杂的通用人机机器人。（智通财经） ...