昨晚，美国公布了最新的CPI数据：1月的未季调CPI年率从2.7%降至2.4%，创下2025年5月以来的新低，市场预期为2.5%。而1月未季调核心CPI年率则从 2.6%回落至2.5%，也创下了自2021年3月以来的最低水平，符合市场预期。根据智通财经报道，美国利率期货市场反应较为积极，将美联储在6月放宽政 策的概率从公布前的63%上调至69%。与此同时，交易员们预计美联储今年会有第三次降息的概率为50%。在CPI数据公布后，市场对美联储未来降息的 预期有所上升，2026年美联储降息幅度预期从58个基点升至61个基点。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49500.93 | 22546.67 | 6836.17 | | +48.95 +0.10% | -50.48 -0.22% | +3.41 +0.05% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 61603.43 | 4019.83 | 7591.86 | | -815.13 -1.31% | +5.81 +0.14% | -7.48 -0.10% | 截至当天收盘，美国 ...

来源：环球网 【环球网科技综合报道】2月15日，据外媒9to5mac报道，近日，AirPods Pro 3已正式亮相，不少用户对 其升级幅度存疑，认为AirPods Pro 2依旧表现出色，且Pro 3的核心功能Live Translation也将推送至Pro 2。但经过实际长时间体验后发现，这款新品的升级价值远超预期，对多数用户而言值得入手。 尽管苹果未刻意宣传，但Pro 3的透明模式清晰度显著优于Pro 2，这大概率得益于泡沫耳塞带来的更好 密封性，有效弥补了密封过好导致的外界声音模糊问题，解决了用户佩戴耳机通话时听不清外界声音的 痛点。 音质方面，两款耳机表现基本持平，若用户本身喜欢Pro 2的音质，Pro 3不会带来失望，但也难以满足 追求音质提升的用户需求。续航则呈现"一增一减"：Pro 3单耳透明模式续航可达10小时，远超Pro 2的6 小时；但充电盒续航缩水，整机综合续航从30小时降至24小时，用户需更频繁地为充电盒充电。（旺 旺） 佩戴体验是Pro 3最直观的升级。相较于Pro 2，新品更轻便，结合全新机身造型与泡沫填充耳塞，佩戴 时几乎无负重感，长时间佩戴也更舒适。苹果表示，这款耳机基于10 ...

据悉，苹果此次MacBook Pro翻新仅针对高端机型，将搭载M6 Pro和M6 Max芯片，基础款M6暂不计划 推出翻新版本，这与2021年现有设计仅搭载M1 Pro/Max芯片、两年后才推出基础款M3机型的策略一 致。 外媒报道称，需明确的是，此处提及的M5 MacBook Pro特指14英寸基础款机型，切勿与将于3月初推出 的M5 Pro、M5 Max高端机型混淆——后者更建议等待今年秋季的翻新版本。而基础款M5之所以值得考 虑，核心原因在于其亲民预算与翻新款的定位差异。 来源：环球网 【环球网科技综合报道】2月15日，据外媒9to5mac报道，目前14英寸MacBook Pro的现有设计已接近五 年，苹果正在推进MacBook Pro系列翻新的消息也已不是秘密。尽管翻新款呼之欲出，但基础款M5 MacBook Pro依旧有充足的入手理由，尤其适合预算有限的消费者。 翻新款将配备OLED显示屏、更轻薄机身、触摸屏及5G蜂窝网络等功能，但预算需超过2000美元，且按 苹果惯例，基础款翻新机型可能要等到2028年才会推出。反观当前M5 MacBook Pro，搭载10核M5芯 片，配备Liquid视网膜XD ...

Core Insights - The iPhone 18 Pro is generating significant buzz with multiple upgrades expected, despite the higher interest in the foldable iPhone Fold [1][4] - The starting price for the iPhone 18 Pro is rumored to remain unchanged, making it competitive in the high-end smartphone market [4] Design and Experience - The iPhone 18 Pro will feature a titanium body with new color options including brown, purple, and burgundy, enhancing its premium feel [4] - The device will reduce the size of the Dynamic Island for the first time in three years, optimizing screen space while maintaining practicality and aesthetics [4] Core Configuration - The iPhone 18 Pro is expected to debut with the TSMC 2nm A20 Pro chip, significantly improving performance and energy efficiency [4] - It may also include a new N2 network chip for smoother multitasking and network experiences [4] Imaging Capabilities - Both Pro models are likely to upgrade to larger aperture telephoto lenses, with the Pro Max version potentially featuring a variable aperture main camera for better depth control and shooting flexibility [4] Battery and Connectivity - All models will incorporate a self-developed C2 modem, supporting mmWave 5G and satellite data connections, which will enhance battery life [4] - The iPhone 18 Pro Max is expected to have a battery capacity of 5200mAh, leading to noticeable improvements in actual battery life due to optimizations [4] Pricing Strategy - The iPhone 18 Pro is anticipated to maintain the previous generation's pricing, starting at $1,099 in the US and ¥8,999 in China, which is competitive given the hardware upgrades [4]

Core Insights - Morgan Stanley's Q4 2025 13F filing indicates a strategy focused on maintaining core technology positions, reducing index exposure, and enhancing active selection capabilities [1][2] Holdings Overview - The total market value of Morgan Stanley's Q4 holdings reached $1.67 trillion, up 1.2% from $1.65 trillion in the previous quarter [1][2] - The portfolio saw the addition of 454 new stocks, an increase in 4,007 stocks, a reduction in 3,028 stocks, and the complete sale of 415 stocks [1][2] - The top ten holdings accounted for 22.15% of the total market value [1][2] Top Holdings - The top five holdings include: - Apple (AAPL.US) - 3.74% of the portfolio, with an increase of approximately 1.38 million shares - NVIDIA (NVDA.US) - 3.6% of the portfolio, with an increase of nearly 780,000 shares - Microsoft (MSFT.US) - 3.5% of the portfolio, with an increase of about 980,000 shares - Alphabet Class A (GOOGL.US) - 2.28% of the portfolio, with a reduction of approximately 150,000 shares - Alphabet Class C (GOOG.US) - increased by 1.13 million shares, holding approximately 71.84 million shares - Amazon (AMZN.US) - 2.23% of the portfolio, with a reduction of about 1.28 million shares [2][3] Sector Adjustments - Morgan Stanley did not significantly reduce its allocation to the technology sector but opted for internal rebalancing, favoring companies with strong profit certainty and stable cash flows [4] - The firm reduced holdings in healthcare stocks such as Johnson & Johnson (JNJ.US), AbbVie (ABBV.US), and Thermo Fisher Scientific (TMO.US), as well as consumer staples like Walmart (WMT.US), Procter & Gamble (PG.US), and Coca-Cola (KO.US) [4] - Energy stocks such as ExxonMobil (XOM.US) and Chevron (CVX.US) were also reduced, indicating a potential decrease in the attractiveness of defensive and high-dividend sectors as interest rate paths become clearer [4] New Positions and Sales - New positions included Medline (MDLN.US), Total (TTE.US), Qnity Electronics (Q.US), Solstice (SOLS.US), and Dreamland (MICC.US) [5] - The top five new purchases were Alphabet Class C, Eli Lilly (LLY.US), Apple, Micron (MU.US), and Vanguard FTSE Developed Markets ETF (VEA.US) [5][6] - The top five sales included SPDR S&P 500 ETF (SPY.US), Invesco QQQ Trust (QQQ.US), Home Depot (HD.US), ServiceNow (NOW.US), and MercadoLibre (MELI.US) [5][6] Investment Strategy - The decrease in ETF positions suggests a preference for individual stock selection to achieve excess returns rather than relying on broad index exposure [5]

Group 1 - The U.S. stock market experienced significant volatility and structural differentiation during the Year of the Snake, with major indices showing mid-tier performance globally, while the internal dynamics highlighted a clear "tech-traditional" dichotomy [1] - Major memory chip companies such as Western Digital, Micron Technology, and Seagate Technology saw dramatic stock price increases of 495%, 368%, and 333% respectively, marking them as the biggest winners [1] - Gold mining stocks like Gold Rush, Newmont, and Barrick Gold also surged over 226%, correlating with the significant rises in COMEX silver (150.21%) and gold (82.97%) prices [1] Group 2 - Following the unexpected global tariff policy introduced by the Trump administration, the S&P 500 experienced a two-day drop of 10.53%, resulting in a market capitalization loss of $6.6 trillion, while the Nasdaq and Russell 2000 entered a technical bear market [2] - The market rebounded dramatically, with the Nasdaq soaring 12% in a single day and the S&P rising nearly 10%, driven by AI giants like Nvidia, which saw its market cap exceed $4 trillion and $5 trillion, surpassing the combined market cap of the UK and French stock markets [2] - Traditional stocks represented by companies like Goldman Sachs and Caterpillar began to rise, indicating a shift in capital towards cyclical sectors amidst increasing caution regarding tech monopolies [2] Group 3 - Looking ahead to 2026, there is a notable divergence in outlook among major investment banks: Morgan Stanley is optimistic, predicting the S&P 500 will rise to 7800 points, favoring small-cap, cyclical, and financial sectors due to expected profit growth and AI efficiency [3] - Morgan Chase suggests a "structural bull market" with a target of 7500 points for the S&P, while Goldman Sachs warns of economic slowdown risks in the second half of the year, indicating limited rotation potential [3] - The Year of the Snake showcased a dramatic narrative in the capital markets, transitioning from tariff-induced declines to AI-driven exuberance, raising questions about the sustainability of growth in AI and the potential for traditional industries to overcome concentration challenges [3]

Apple Music @ @AppleMusic BTW. we're still the same price. 由 Google 翻译自英语 顺便说一句,我们的价格还是一样。 26年2月14日, 7:24 · 1853万 查看 5,522 转帖 2,864 引用 8万 喜欢 2,477 - | C | 1 | E | | | --- | --- | --- | --- | | 1 | 1 | > | 3 | 发帖 P ill CHXXN @iam chxxn · 2分 回复给 @AppleMusic 最近的回复 √ Rakgadi @Rakgadi141615 · 21秒 回复给 @AppleMusic This post didn't go as you expected, I Scammer! Yeah but can yall make the Artist acc pages better and more efficient ... all t waiting and not being able to really c‹ the artist page is difficult and co ...

（来源：新华日报） □ 本报记者 许雯斐 实习生 王若宁 上传一段汇编代码，敲下运行键，不到10秒钟，一份分析报告完成。这份报告包含漏洞识别、异常逻辑 定位等多项检测内容。 2月11日，南京江北新区科学城的一栋大厦内，南京云上华安科技有限公司创始人周宇，只用几秒钟就 完成了1名资深程序员至少要花十几分钟才能完成的检测任务。 "这要归功于我们的'新同事'，团队开发的AI智能体，它效率惊人！"周宇笑着指向屏幕，这位年轻创业 者初步估算了一下，AI智能体在公司应用后，能顶上3—5个程序员的工作量。 这是一家专攻软件质量与安全测试、硬件虚拟化技术的创新企业。公司成立于2023年初，目前团队仅6 人，全员技术出身，市场拓展、行政事务等工作几人合力一肩挑。 三四年间，团队日夜兼程、埋头攻关，研发出多款技术领先行业的软件测试产品。其中，名叫布尔黑盒 智能模糊测试平台的一款产品，就曾发现苹果公司某软件中的数个高危漏洞，收获了苹果公司的致谢公 告。 当AI大模型的浪潮席卷而来，这群严谨的技术青年没有盲目跟风，而是带着一连串问题观望思考："除 了对话，大模型能在各行业有什么实际应用？检测结果准确吗？数据安全有保障吗？"这份谨慎， ...

Apple Inc. (NASDAQ:AAPL) is one of the AI stocks currently on Wall Street’s radar. Apple’s AI roadmap is drawing in renewed scrutiny from Evercore ISI, with the research firm anticipating a delay in its Apple Intelligence 2.0 launch. On February 11, analyst Amit Daryanani reiterated an Outperform rating on the stock with a $330.00 price target. The firm noted that recent headwinds during the testing phase may lead Apple to delay the expected March launch of Apple Intelligence 2.0, an advanced phase of i ...

另一个市场看点在于伯克希尔在2025年第四季度是否出售了库姆斯任内建立的部分仓位，有投资者认为 亚马逊、威瑞信、第一资本信贷、Visa、万事达等持仓或由库姆斯主导。回顾伯克希尔过往操作，约15 年前投资经理Lou Simpson离职时，公司出售了其管理的多数持仓；2022年收购Alleghany后，公司也对 其股票组合进行了类似处理。市场猜测随着库姆斯离职，伯克希尔可能对其主导的持仓进行清仓或减 持，此次13F报告将揭晓相关仓位的最新走向。 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 美东时间下周二（2月17日）是美国SEC规定的投资机构提交13F季度持仓文件的截止时间，伯克希尔- 哈撒韦预计将按时披露2025年第四季度持仓报告。由于沃伦·巴菲特去年年底卸任公司CEO一职，这份 持仓报告是其执掌公司最后一个季度的投资操作全景，受到市场广泛关注。 市场关注的核心问题主要有两点：其一为伯克希尔是否延续此前减持苹果与美国银行的操作，披露第四 季度对两家公司持仓的最新调整动态；其二是公司是否会出售前得力干将托德·库姆斯任内建立的相关 仓位。 今年年初格雷格 ...