自2026年初以来，特斯拉、苹果等十余家大型企业已发出信号，称动态随机存取内存（DRAM）的短缺 将限制生产。苹果CEO库克警告，这将压缩iPhone的利润率；美光科技称这一瓶颈"前所未见"；特斯拉 CEO马斯克则直指问题的棘手本质，表示特斯拉将不得不自建内存制造厂。马斯克在1月底说："我们只 有两个选择：撞上芯片墙，或者建一座晶圆厂。" 造成上述局面的根本原因是AI数据中心的扩张。Alphabet、OpenAI等公司正大量消耗内存芯片产能，它 们正通过购买数百万片英伟达AI加速器（每片都配备大量内存）来运行聊天机器人及其他应用。这导 致消费电子厂商只能争夺三星、美光等供应商日益减少的芯片供应。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 芯片行业有大变化？ 据彭博社消息，包括马斯克和库克在内的科技行业领袖，正不断警告一场全球危机正在酝酿：内存芯片 短缺开始冲击企业利润、打乱公司计划，并推高从笔记本电脑、智能手机到汽车及数据中心等各类产品 的价格。 据报道，人工智能热潮正引发存储芯片抢购热潮。从去年12月到今年1月份，某一类型DRAM的价格暴 涨了75%。越来越多零售商和中间商， ...

每经AI快讯，2月16日晚，苹果向媒体发送了活动邀请函，正式宣布春季发布会时间：北京时间3月4日 晚上10点。发布会地点是中国上海。 （文章来源：每日经济新闻） ...

Key TakeawaysUS headline inflation cooled to 2.4% in January, falling below the expected 2.5% and down from 2.7% in December, significantly boosting expectations for a Federal Reserve rate cut as early as June.Global trading remains thin as US markets are closed for Presidents' Day and major Asian hubs, including China and South Korea, remain shut for the week-long Lunar New Year holidays.AI "cannibalization" fears are driving a sharp rotation out of megacap technology stocks like Nvidia (NVDA) and Apple (A ...

Core Insights - The technology sector experienced a volatile week, with Oracle's shares rising by 12%, while all other "Magnificent 7" companies faced declines year-to-date [1] - Microsoft and Amazon entered bear market territory, down 27% and 23% from their recent highs, respectively [1] - Concerns over cloud growth rates and rising memory prices are impacting major companies like Apple, Microsoft, and Amazon [1] Group 1: Company Performance - Oracle (ORCL) saw a weekly increase of 12.13% but remains down 17.63% year-to-date [1] - Microsoft (MSFT) had a slight weekly gain of 0.04% but is down 17.02% year-to-date [1] - Amazon (AMZN) declined by 5.48% weekly and is down 13.88% year-to-date [1] - Apple (AAPL) fell by 7.95% weekly and is down 5.83% year-to-date [1] - NVIDIA (NVDA) decreased by 1.40% weekly and is down 1.98% year-to-date [1] Group 2: Market Trends - Microsoft and Amazon's entry into bear markets is attributed to lower-than-expected cloud growth rates and concerns over pricing power in the AI sector [1] - Oracle's recent plans to raise tens of billions for AI cloud infrastructure contributed to its stock surge, indicating a potential shift in market sentiment [1] - Despite positive news for AI infrastructure, NVIDIA's stock remains flat, suggesting that market expectations may still be underestimating its potential [1]

一、市场: ●今日美股总统日休市 2026年节假日交易安排须知 本文介绍了2026 - 2027年美国股市和债券市场休市及提前收盘安排。美国股市常规交易时间为周一至周五9:30 - 16:00 ，2026年休市 10 天、提前收盘 2 次， 2027年休市 10 天、提前收盘 1 次。对于固定日期节日，若遇周六，前一个周五休市；若遇周日，下一个周一休市，元旦在周六除外。总统逝世，金融市场 会在哀悼日休市。债券市场除股市休市日外，还在原住民日和退伍军人节休市，部分日期提前至14:00收盘。此外还解答了股市不休市节日及常见问题。 ●国际原油期货全线收涨 受中东地缘局势紧张及美元走弱支撑 2月17日周二，国际原油期货在中东地缘局势紧张及美元走弱支撑下全线收涨，市场情绪回暖。美油（WTI）4月合约收报63.73美元/桶，涨0.92美元，涨幅 1.46%；布伦特原油4月合约结算价收报68.65美元/桶，涨0.89美元，涨幅1.32%。消息面上，红海航运风险扰动供应预期，美国部分经济数据疲软致美元指数 回落支撑油价。但全球需求复苏乏力、美国原油库存高位限制油价上行空间，短期油价或维持震荡，后续需关注库存数据与地缘局势进展 ...

Core Viewpoint - Apple is enhancing its focus on video podcasts, transitioning from its traditional audio-only format to a more integrated video experience within the Apple Podcasts app [1][2]. Group 1: Company Initiatives - Apple plans to introduce a revamped video experience in Apple Podcasts this spring, allowing users to switch between listening and watching episodes [1]. - The update will include features such as offline viewing for downloaded episodes [1]. - Eddy Cue, Apple's senior vice president of services, emphasized that the initiative aims to give creators more control over their content and business models while simplifying access for audiences [3]. Group 2: Industry Context - The podcasting medium is increasingly shifting towards video, with creators producing shows for platforms like YouTube and Spotify, indicating a growing audience preference for video content [2]. - Apple is responding to competitive pressures as rivals in the podcasting space are heavily investing in video formats [2]. Group 3: Revenue Opportunities - The update will create new revenue opportunities for creators, allowing them to insert video ads, including host-read spots, into their episodes on Apple Podcasts [4]. - Apple plans to collaborate with various hosting and ad platforms, including Acast, Amazon-owned ART19, Triton's Omny Studio, and SiriusXM, to facilitate this new advertising model [4]. Group 4: Platform Availability - The new video streaming system is set to launch this spring and will be available on iPhone, iPad, Apple Vision Pro, and the web [5].

Core Insights - Apple is set to hold a product launch event on March 4, with plans to announce several new devices, including new MacBook Pros, MacBook Airs, a low-cost MacBook, new iPad iterations, and the iPhone 17e [2][6] Product Launch Details - The event will take place in New York, Shanghai, and London, indicating a more low-key showcase compared to previous launches at Apple's Silicon Valley headquarters [2] - Apple is focusing on debuting multiple products in the first half of the year, which reflects its ongoing commitment to innovation and product development [6] AI Strategy - Apple is partnering with Google to enhance Siri using the Gemini platform, which is seen as a strategic move to strengthen its position in the AI space [7] - The company's approach to AI is described as a defensive measure rather than a transformative strategy, indicating a reliance on external intelligence rather than developing proprietary solutions [7] - CEO Tim Cook emphasizes that Apple's AI capabilities are integrated into the operating system to enhance user experience, rather than being marketed as a standalone product [8][10]

Quick Read Apple (AAPL) fell 7.95% in a week to $255.78 despite record iPhone sales of $85.27B and $143.76B revenue. Apple faces doubled NAND flash costs starting Q1 2026 and delays in Apple Intelligence 2.0 past March. 29 of 47 analysts maintain Buy ratings with average target of $292.15 despite the selloff. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Apple (NASDAQ: AAPL) closed at $255.78 on F ...

Core Viewpoint - Apple (AAPL) stock has dropped 7.95% to $255.78, trading 10% below analyst targets despite strong quarterly performance, raising questions about market pricing and potential entry points for investors [1][2]. Financial Performance - Apple reported record revenue of $143.76 billion and iPhone sales of $85.27 billion in the last quarter, returning nearly $32 billion to shareholders and surpassing 2.5 billion active devices [1]. - Year-to-date, Apple stock has declined 5.83%, while the S&P 500 has remained flat at -0.02% [1]. Analyst Ratings and Market Outlook - Out of 47 analysts, 29 maintain Buy ratings with an average target price of $292.15, indicating a potential upside of 10% from current levels [1]. - Despite the recent selloff, analysts cite strong fundamentals and long-term growth drivers, including a robust iPhone 17 cycle and record services revenue of $30.01 billion, up 14% year-over-year [1][2]. Cost Pressures and Delays - Concerns arose from Apple agreeing to terms with Kioxia that will double NAND flash memory prices starting Q1 2026, indicating ongoing component cost inflation [1]. - Delays in the launch of Apple Intelligence 2.0 have been reported, potentially pushing the release past March, which could impact investor sentiment [1]. Technical Indicators - The Relative Strength Index (RSI) dropped to 39.59, indicating the stock is in oversold territory, which historically suggests potential for a near-term bounce [1]. - Previous oversold readings in January recovered within two weeks, suggesting a similar recovery could occur if Apple addresses AI feature delays and stabilizes component costs [1]. Competitive Landscape - Apple’s partnership with Google on AI features is seen as a strategic advantage, allowing the company to leverage cutting-edge capabilities without significant capital expenditure [1]. - Competitive pressures from Nvidia and Microsoft in the AI space, along with regulatory scrutiny, could pose challenges for Apple moving forward [2].

The Dow Jones Index (^DJI) was up 48.95 (0.0990%) points today to 49,500.93, while Dow Futures (YM=F) was up 3.00 (0.0061%) points today at 49,526.00. The primary narrative driving the market today was a distinct sector rotation as investors pivoted away from high-growth technology and toward consumer discretionary and healthcare sectors. This movement suggests a tactical shift toward defensive positioning and value-oriented equities amid fluctuating bond yields and a reevaluation of tech valuations followi ...