但另一方面，大量的资本支出将直接占用公司实施回购、分红的资金，间接影响未来的净利润，这也是当前市场所担忧的 问题。 【环球网财经综合报道】北京时间2月14日凌晨，美国三大股指收盘涨跌不一，道指涨0.1%报49500.93点，标普500指数涨 0.05%报6836.17点，纳指跌0.22%报22546.67点。耐克涨超3%，联合健康集团涨逾3%，领涨道指。万得美国科技七巨头指 数跌1.31%，苹果、英伟达跌超2%。 宏观数据方面，美国1月CPI同比涨幅放缓至2.4%，低于预期的2.5%，创2025年5月以来新低；核心CPI同比上涨2.5%，创 2021年3月以来新低。美国1月通胀数据意外降温，为市场对美联储年内降息的预期再添支撑。 艾德证券近日发布研报认为，2025四季度标普500成份股盈利超预期公司数量高于五年平均水平（78%）、盈利超预期幅度 创七个季度新高、盈利连续五个季度保持双位数增长、净利润率创十年新高，交出了一份高分的答卷。 ...

Market Overview - The three major indices showed mixed performance, with the Dow Jones up 0.10% to 49,500.93 points, the S&P 500 up 0.05% to 6,836.17 points, and the Nasdaq down 0.22% to 22,546.67 points [3] - All three indices recorded weekly declines, with the S&P 500 down 1.4%, the Dow down 1.2%, and the Nasdaq down 2.1% [3] Economic Indicators - The U.S. Bureau of Labor Statistics reported that the January CPI rose 2.4% year-over-year and 0.2% month-over-month, both below market expectations [3] - The core CPI, excluding volatile food and energy prices, increased by 2.5% year-over-year and 0.3% month-over-month, aligning with market expectations [3] - Phil Blancato, Chief Market Strategist at Osaic, indicated that this data could pave the way for interest rate cuts and inflation control if the trend continues [3] Sector Performance - Concerns over AI disruption led to market sell-offs, affecting various sectors including software, real estate, trucking, and financial services [6] - Financial stocks such as Charles Schwab and Morgan Stanley fell by 10.8% and 4.9%, respectively, while software company Workday dropped 11% and commercial real estate firm CBRE fell 16% [6] - The media sector was also impacted, with Disney down approximately 3% and Netflix down 6% [7] Technology Stocks - Major tech stocks mostly declined, with Nvidia down 2.21%, Apple down 2.27%, Microsoft down 0.13%, Google down 1.06%, and Amazon down 0.41% [7] - Tesla saw a slight increase of 0.09%, while Oracle rose by 2.34% and Netflix increased by 1.33% [7] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.10%, with Alibaba down 1.89%, JD.com down 1.38%, and Pinduoduo up 0.06% [7] - NIO remained flat, while Xpeng rose by 1.36% and Li Auto fell by 1.81% [7]

2 月 14 日消息，记者马克 · 古尔曼此前报道称，苹果新一代 Mac Studio 将在今年上半年发布，新机可 能与新款 Studio Display 同期亮相。 有用户发现，苹果官网显示目前部分 Mac Studio 新订单发货周期异 常偏长，个别配置的预计送达时间已被拉长至 4 月。相关情况也进一步引发外界对 Mac Studio 即将更 新换代的猜测。 不同配置的等待时间差异明显，其中高配机型的延迟更突出。 ...

Market Performance - The US stock indices closed mixed, with the Dow Jones up 0.1% at 49,500.93 points, the S&P 500 up 0.05% at 6,836.17 points, and the Nasdaq down 0.22% at 22,546.67 points. For the week, the Dow fell 1.23%, the S&P 500 fell 1.39%, and the Nasdaq fell 2.1% [1] - In the technology sector, major stocks mostly declined, with the Wande American Technology Seven Giants Index down 1.31%. Notable declines included Apple and Nvidia, both down over 2%, while Tesla saw a slight increase of 0.09% [1] - Bank stocks showed mixed results, with Morgan Stanley up nearly 2% and Goldman Sachs up 0.04%, while Citigroup fell 0.31% [1] - Energy stocks were also mixed, with ExxonMobil down over 1% and Chevron up 0.73% [1] - Semiconductor stocks mostly rose, with the Philadelphia Semiconductor Index up 0.66%, and Applied Materials up over 8% [1] - Gold stocks performed strongly, with several companies like Coeur Mining and Harmony Gold seeing increases of over 6% [1] Chinese Stocks - The Nasdaq China Golden Dragon Index fell 0.10%, while the Wande Chinese Technology Leaders Index rose 0.15%. Notable gainers included Zai Lab up over 6% and Tencent Music up over 4% [2] - Conversely, JinkoSolar fell nearly 3%, and Alibaba dropped over 2% [2] Economic Indicators - The US January unadjusted CPI rose 2.4% year-on-year, the lowest since May 2025, with a month-on-month increase of 0.2% [2] - The core CPI also showed a year-on-year increase of 2.5%, the lowest since March 2021, indicating a potential easing of inflation concerns [2] - Economists suggest that the slowdown in basic inflation indicators may provide the Federal Reserve with more flexibility to lower interest rates if necessary [2] European Market Performance - European stock indices showed mixed results, with the FTSE 100 up 0.42% and the DAX up 0.25%, while the CAC40 fell 0.35% [3] - International oil prices saw slight increases, with light crude oil futures up 0.08% and Brent crude up 0.34% [3] - Precious metals futures generally rose, with COMEX gold futures up 2.33% [3] Currency Market - The US dollar index saw a slight decline of 0.01%, closing at 96.922 [4]

Market - US stock market closed mixed on February 14, with all three major indices recording weekly declines. The Dow Jones, Nasdaq, and S&P 500 fell by 1.23%, 2.1%, and 1.39% respectively, as investors weighed the impact of artificial intelligence across various industries and noted that the core CPI for January hit a nearly five-year low [2][4]. - In the top 20 stocks by trading volume, Applied Materials surged by 8.08% after providing a strong revenue forecast, while Nvidia dropped by 2.23% due to procurement issues from Samsung and SK Hynix [3][46]. - Popular Chinese stocks showed mixed performance, with Alibaba down by 2.05% and Tencent Music up by 4.52%. The Nasdaq Golden Dragon China Index fell by 0.1% [4][47]. Company - SpaceX is considering a dual-class share structure for its upcoming IPO to maintain Elon Musk's control, similar to a previous strategy used for Tesla. The company, which recently acquired AI startup xAI, is expected to have a valuation exceeding $1.5 trillion [19][43]. - OpenAI has been selected to participate in a US military challenge to develop voice-controlled drone swarm software, collaborating with two defense tech firms. This initiative is part of a $100 million challenge announced by the Department of Defense [20][43]. - Goldman Sachs launched a new stock basket aimed at companies that are less likely to be replaced by AI, betting on firms that require physical execution or are protected by regulatory barriers [22][43]. - Castle Investment's three flagship funds saw a 22% decline in net profits, attributed to high employee compensation costs amid a competitive talent market, despite a 4% increase in operational costs [23][43]. - The US has eased energy sanctions on Venezuela, allowing companies like Chevron and BP to operate in the oil and gas sector, which could lead to new investments [24][43]. - Meta plans to add facial recognition technology to its smart glasses, allowing users to identify people through an AI assistant, despite previous concerns over privacy and ethical implications [27][43].

Market Overview - The U.S. stock market is showing resilience, with major indexes trending higher due to a positive inflation report suggesting the Federal Reserve's restrictive policy may be nearing its end [1] - Major market indexes are largely in the green, with the S&P 500 trading between 6,500 and 7,000, the Dow Jones Industrial Average gaining over 150 points, and the Nasdaq Composite up approximately 0.4% [2] Inflation Data - The January Consumer Price Index (CPI) showed a month-over-month increase of just 0.2%, below the consensus estimate of 0.3%, and a year-over-year CPI of 2.4%, the lowest since early 2024 [3] - This "muted" inflation reading has led traders to price in a higher probability of a rate cut in the second quarter, benefiting growth-oriented equities [3] AI Capital Expenditure Trends - The combined AI-related capital expenditure for Alphabet, Amazon, Microsoft, and Meta Platforms is expected to exceed $650 billion in 2026, reflecting confidence in long-term AI demand but raising concerns about near-term free cash flow [4] - Amazon is expected to generate significant cash flow, but most is being reinvested into data centers and GPUs, limiting buybacks or dividends [5] - Microsoft is experiencing slight margin pressure due to costs associated with Azure AI workloads, while Nvidia benefits as a primary supplier of hardware for these infrastructure projects [5] Corporate Earnings and News - Restaurant Brands International reported an 8% organic growth in adjusted operating income for full-year 2025 [6] - Apple is adjusting its supply chain in India to mitigate potential tariff impacts [7] - Tesla projects vehicle delivery growth of 47% to 59% for the 2026 fiscal year [7] - Baxter International shares are under pressure following an earnings miss and cautious forward guidance [7] - Advance Auto Parts reported steady performance in a challenging retail environment [7] Upcoming Market Events - U.S. markets will be closed on February 16th for President's Day, with focus shifting to the December Personal Consumption Expenditures (PCE) price index upon resumption of trading [8]

Market Overview - Stocks are higher due to cooler than expected inflation data, although there has been a recent sell-off [1][2] - The Nasdaq composite and S&P 500 are up, with real estate, healthcare, and utilities leading the gains as investors rotate away from tech [2] - Walmart reached an all-time high, while Visa, Nvidia, and Apple saw declines [3] Inflation and Economic Indicators - January's consumer price index (CPI) showed slower inflation, the lowest since May, with improvements in food and energy prices [6][7] - Services inflation remains high, indicating persistent inflationary pressures [7][22] - The unemployment rate dropped to 4.3%, with job growth concentrated in healthcare and social assistance sectors [9][10] Federal Reserve Outlook - Chicago Fed President Austin Goulby emphasizes the need for more progress on inflation before considering further rate cuts [28][29] - Core inflation is projected to remain around 3%, which is above the Fed's target [30][31] - The Fed is cautious about making premature rate cuts, focusing on actual inflation and employment data [21][26] Sector Performance - Semiconductor and software stocks are showing mixed performance after a recent sell-off [4][5] - Defensive sectors like consumer staples and utilities are gaining traction as investors seek stability amid market volatility [57] - AI disruption fears are impacting various industries, including transportation and real estate, as companies adapt to new technologies [51][52] Company Highlights - Rivian reported better-than-expected Q4 results, achieving its first annual gross profit and strong guidance for future vehicle deliveries [63][64] - Applied Materials, a major supplier of chipmaking equipment, has seen significant stock gains due to increased demand driven by AI investments [70][71] - American Superconductor is focusing on enhancing grid reliability and power quality to meet rising electricity demands [81][82]

U.S. equity markets extended their slide on Friday, February 13, 2026, as a deepening sell-off in the technology sector overshadowed a surprisingly cool inflation report. Despite data showing that price pressures are easing faster than economists anticipated, investor anxiety regarding the long-term profitability of artificial intelligence (AI) and a significant technical setback for the world’s largest company sent major indexes into the red for a second consecutive session.Major Market Indexes Performance ...

Andrew Ferguson of the F.T.C. said in a letter to Apple that it might be violating consumer protection law by stifling conservative speech in its news aggregation service. ...

-- Apple Stock Looked Like It Was Rolling. Now It's on the Back Foot Again [Stocks Steady After Tame Inflation Data][CPI Report Shows Inflation Cooled in January][It's So Cold Out You Can See It In Economic Statistics][Where Are Gas Prices The Cheapest?]- Top StoriesApple stock erased its year-to-date gains on Thursday amid a slew of bad news.Jakub Porzycki / NurPhoto via Getty ImagesClose### Key Takeaways- Apple shares gained momentum in January after the company announced an AI partnership with Alphabet a ...