北京时间2月13日凌晨，金价突然闪崩，现货黄金价格直线跳水超3%，日内跌近200美元。现货白银价格跌超8%。 | | | SNDK | | | | --- | --- | --- | --- | --- | | 3 | | 美光 | 416.995 | +1.62% | | | | MU | | | | 4 | | 特斯拉 | 420.505 | -1.81% | | | | TSLA | | | | 5 | | 台积电 | 368.920 | -1.38% | | | | TSM | | | | 6 | | 阿里巴巴 | 158.030 | -3.83% | | | | BABA | | | | | △ | 谷歌 | 313.849 | +0.81% | | | | GOOG | | | | ಜಿ | | 苹果 | 266.890 | -3.13% | | | | AAPL | | | | 90 | | 微软 | 399.945 | -1.09% | | | | MSFT | | | | 10 | AMDC | AMD | 207.220 | -2.98% | | | | AMD | | | | 11 | ...

苹果声明仍按计划 2026 年年内推出 AI 版 Siri，股价下跌 4% 2 月 13 日消息，针对彭博社关于「Siri 新功能推迟发布」的报道及随后的股价大跌，苹果公司向 CNBC 发表声明，确认新版 Siri 仍按计划将于 2026 年年 内推出。 受该消息影响，苹果公司股价周四下跌 5%，抹去了全年涨势，2026 年下跌近 4%。 苹果公司为稳定投资者信心，随后向 CNBC 发表声明，明确表示公司仍按既定轨道推进，将确保今年（2026 年）发布新版 Siri。不过该媒体指出，苹果 的声明更多是在保住「年度交付」的底线，而非反驳具体的版本跳票细节。 原荣耀 CEO 赵明官宣加入千里科技：非常荣幸，一个可以奋斗十年的事业 2 月 12 日消息，原荣耀 CEO 赵明在微博发文宣布：非常荣幸有缘际会千里科技，一个可以奋斗十年的事业，期待与 @ 印奇 兄弟携手一起打造 AI 商业闭 环，助力千里腾飞。 千里科技董事长、阶跃星辰董事长印奇发文，对赵明入职表示欢迎：「骐骥驰骋，志在千里！」 早些时候的消息称，吸引赵明加入千里科技的一个重要原因，是已经做了 20 多年手机和通信的他觉得，AI 是下一个值得再投入 20 ...

上周五，阿里的大模型千问狂撒30亿，请全民喝奶茶，只需要一句话"千问，帮我点杯奶 茶"，就能联动千问、淘宝、支付宝、盒马等多个 App，把原本需要多步操作的流程压缩成 一次指令。多家奶茶店接单到手软，被迫临时"歇业"、外卖骑手爆单、千问登顶 App Store 榜一。可以说，让无数大众近距离地真实体验了AI时代的全新生活方式。 而在前不久，另一个现象在开发者社区发生：原本上市一年多、销量平稳的 Mac mini，在短短十 多天里出现显著增量，甚至出现断货与补货讨论。其背后的推手则是一个诞生不到两个月的开源 AI 助手——OpenClaw。它在社区引发了一波"用 Mac mini 部署 AI 助手"的晒图与教程潮，进而 把一台小主机推成了"AI Agent 试验田"。 两件事表面上风马牛不相及，本质却指向同一个趋势： AI Agent（智能体）负载正在崛起。 大模 型时代沉淀的能力，正在通过"智能体化"加速落地——这也意味着，芯片产业的评价体系可能要变 了。 "一只龙虾"，引爆Ma c mini 两个月前，一位已经退休的奥地利软件工程师开发者Peter Steinberger利用周末随手"攒"出了一个 项目。起 ...

Market Overview - Major U.S. indexes closed lower, with the Dow Jones Industrial Average down 1.34% to 49,451.98, the S&P 500 down 1.57% to 6,832.76, and the Nasdaq down 2.04% to 22,597.14 [1] Coinbase Global, Inc. - Coinbase stock closed down 7.90% at $141.09, with an intraday high of $153.20 and low of $139.36, within a 52-week range of $444.65 to $139.36 [2] Apple Inc. - Apple shares ended 5.00% lower at $261.73, trading between an intraday high of $275.72 and a low of $260.18, against a 52-week high of $288.61 and a low of $169.21 [2] - The decline contributed to a $500 billion loss across major tech companies due to concerns over memory shortages and shrinking margins at peers like Cisco, compounded by hardware cost pressures and AI-related disruptions [2] Applied Materials - Applied Materials declined 3.38% to $328.39, with an intraday range of $341.07 high and $325.56 low, sitting between a 52-week peak of $344.60 and a trough of $123.74 [3] - The stock rose 12.75% to $370.25 in after-hours trading after resolving a U.S. export probe with a $252 million settlement over past China shipments, allowing a focus on AI-driven chip tools and collaborations [3] Arista Networks, Inc. - Arista Networks fell 3.94% to $135.12, ranging from $138.50 high to $132.01 low intraday, within 52-week bounds of $164.94 and $59.43 [4] - The stock increased nearly 12.5% to $151.99 in extended trading [4] - For full-year 2025, Arista generated $9 billion in revenue and shipped a cumulative 150 million ports, with AI networking and campus expansion identified as key growth drivers [4] Rivian Automotive, Inc. - Rivian stock dropped 5.15% to $14.00, hitting an intraday high of $14.83 and low of $13.94, against a 52-week high of $22.69 and low of $10.36, but rose over 14% to $16.03 in after-hours trading [5] - Rivian reported fourth-quarter revenue of $1.29 billion, down from $1.73 billion a year earlier but slightly ahead of the $1.27 billion Street estimate [6] - Automotive revenue totaled $839 million, falling 45% year-over-year due to lower regulatory credit sales, fewer vehicle deliveries, and a lower average selling price, while software and services revenue surged 109% to $447 million [6] - The company posted a narrower-than-expected loss of 54 cents per share, beating estimates for a 68-cent loss, and generated $120 million in consolidated gross profit during the quarter [7] - Full-year revenue rose 8% to $5.39 billion, with CEO RJ Scaringe emphasizing 2025 as a year focused on execution and scaling the business [8]

【环球网财经综合报道】北京时间2月13日凌晨，美国三大股指全线收跌，道指跌1.34%报49451.98点，标普500指数跌 1.57%报6832.76点，纳指跌2.03%报22597.15点。热门股方面，思科跌超12%，迪士尼跌逾5%，领跌道指。万得美国科 技七巨头指数跌2.2%，苹果跌约5%，脸书跌近3%。 有分析人士指出，投资者开始担忧人工智能建设会侵蚀一些公司的未来盈利，并可能颠覆多个行业的商业模式并推高 失业率，引发风险资产全线走低。 申万宏源证券此前撰文指出，近期美股科技显著跑输，主要由于估值拖累较为显著。特别是美股软件股的大幅下跌是 拖累科技股近期走势的核心关键，背后是市场担忧非上市的大模型公司对软件生态的颠覆，从远期的替代终局对软件 股进行了估值重塑。硬件公司的估值同样面临下修，市场担忧全产业链的涨价逻辑如果证伪或导致上游涨价受阻。 尽管业绩超预期且AI贡献超预期，但市场对于互联网的激进"花钱计划"依然感到担忧，体现了当前在融资环境难以进 一步宽松的背景下，AI的收入贡献的增速预期比不上当前成本支出的增速预期，难有增量资金支撑互联网估值。而此 前受到成本压力以及AI落后担忧的苹果走出下跌趋势，成 ...

Core Viewpoint - The article highlights significant developments in the AI and technology sectors, including price adjustments by companies, substantial funding rounds, and new product launches that indicate a strong growth trajectory in the industry. Group 1: AI and Technology Developments - Zhiyu announced a structural price adjustment for its GLM Coding Plan, with an overall price increase starting from 30%, effective February 12, 2026, while maintaining prices for existing subscribers [2] - Anthropic completed a Series G funding round of $30 billion, achieving a post-money valuation of $380 billion, with annual revenue reaching $14 billion [2] - OpenAI launched its first AI model, GPT-5.3-Codex-Spark, running on Cerebras Systems chips to reduce dependency on Nvidia chips and lower operational costs [2] Group 2: Financial Performance and Investments - SoftBank Group reported a net profit of 248.59 billion JPY (approximately $1.6 billion) for Q3, significantly below market expectations, with a notable gain of $19.8 billion from its investment in OpenAI [3] - Xiechuang Data plans to procure servers worth up to 11 billion CNY to support its expansion in data centers and related businesses [3] Group 3: Company News in Greater China - MiniMax launched its flagship programming model MiniMax M2.5, designed for agent scenarios, competing with top international models [5] - Meitu announced a stock incentive plan for all employees to promote long-term growth [6] - Huahong Semiconductor achieved a record sales revenue of $659.9 million in Q4 2025, a year-on-year increase of 22.4% [7] Group 4: Company News in the Americas - Microsoft signed a memorandum of understanding with Saudi Aramco to advance industrial AI and digital talent transformation [9] - Meta announced a quarterly cash dividend and plans to invest over $10 billion in a large-scale AI data center in Indiana [9] - Amazon faced a tax investigation in Italy regarding potential tax evasion from 2019 to 2024 [10] Group 5: Company News in Asia-Pacific - Kioxia reported a net profit of 87.81 billion JPY for Q3, below market expectations, while projecting annual net sales between 2.18 trillion JPY and 2.27 trillion JPY [13] - Toyota is extending the acquisition period for a public offer to improve success rates and is collaborating with a Japanese oil giant to build a solid-state electrolyte factory [13] Group 6: Company News in Europe and Oceania - Mercedes-Benz adjusted its EBIT forecast for 2025 to €8.2 billion, a 40% decline year-on-year, with plans to launch over 15 new models in China by 2026 [16] - Nestlé is recalling specific batches of infant formula in China due to contamination concerns, with no confirmed cases of illness reported [18]

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 本文来自微信公众号： 远川科技评论 ，作者：何律衡， 题图来自 :视觉中国 去年下半年以来，存储芯片进入史诗级涨价潮，消费级内存条一度跳涨6倍以上，荣膺当下最保值的 理财产品。 人工智能基础设施需求爆发，三星、美光、SK海力士三大存储芯片厂的产能被迅速榨干。 SK海力士去年10月就表示，2026年DRAM、NAND Flash和HBM三大产品线产能被预订一空，三星 和美光的HBM产能也全部售罄。 AI芯片所用的HBM内存利润率更高，自然在产能分配中优先级更高，导致消费级产品供应再度遭遇 挤压，陆续向下游行业传导，存储芯片涨价的最大受害者也浮出水面：低端手机。 以性价比著称的传音，中低端机型占出货量大头，也最早被涨价殃及。去年三季度，传音增收不增 利，营收增长22.6%，净利润反倒大降11%，毛利率抹去两个百分点。 单季度的业绩受当季新机型上市影响较大，但即便按照全年业绩指引看，传音2025年度营收利润双 降，净利润直接腰斩，手机也从全球第四[3]掉进了others[4]。 | 排名 | 3Q25 | 市场份额 | 4Q25 ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【深夜跳水！纳指跌超2%，白银跌超10%】 美股三大指数集体收跌，道指跌1.34%，纳指跌2.03%，标普500指数跌1.57%，大型科技股普跌，苹果跌5%， 博通跌超3%，亚马逊、Meta、特斯拉跌超2%。中概股普遍下跌，纳斯达克中国金龙指数跌2.97%，腾讯音乐 跌超10%，贝壳跌近6%，哔哩哔哩跌近5%。 国际贵金属价格大幅下挫，现货黄金一度跌破4900美元关口，截至发稿时，现货黄金跌3.27%，报4917.09美 元/盎司；COMEX黄金期货跌3.19%，报4936美元/盎司。现货白银跌10.84%，报75.07美元/盎司；COMEX白银 期货跌10.93%，报74.75美元/盎司。 【谷歌Gemini 3深度思考模型重大升级】 美东时间12日周四，谷歌官宣Gemini 3 Deep Think升级，称升级后的模型在多项行业基准测试中取得突破性成 绩，包括在"人类的最后考试"Humanity's Last Exam（HLE）基准测试、ARC-AGI-2测试中获得84.6%的成绩， 经ARC Prize基金 ...

Market Overview - The S&P 500 and Dow Jones Industrial Average fell more than 1% as investors reacted to jobs data and awaited the January inflation report [1][15] - The Dow dropped 669.42 points (1.34%) to 49,451.98, the S&P 500 decreased by 108.71 points (1.57%) to 6,832.76, and the Nasdaq Composite lost 469.32 points (2.03%) to 22,597.15 [6][15] Technology Sector - Cisco Systems reported a less-than-impressive quarterly update, leading to a 12.3% drop in its shares, the largest one-day selloff since May 2022, which negatively impacted the broader technology sector [2][8] - The S&P 500 software index fell 1.7%, marking its second consecutive loss, with AppLovin experiencing a significant decline of 19.7% after its fourth-quarter results [9][15] - Concerns about AI disruption affected transportation companies, with the Dow Jones Transport Average sinking 4% [10][15] AI Investment and Competition - Investors are focused on which sectors can enhance productivity through AI investments while also worrying about industries that may face disruption [3][5] - Major tech companies, including Amazon, Google, Meta, and Microsoft, are expected to spend around $650 billion in the competition for AI dominance [9][15] Employment and Economic Indicators - A stronger-than-expected jobs report raised concerns that the Federal Reserve may be less likely to cut interest rates [7][15] - The number of Americans filing new unemployment claims decreased less than anticipated, indicating lingering disruptions from winter storms [7][15] Market Dynamics - Declining issues outnumbered advancers on both the NYSE and Nasdaq, with a ratio of 2.17-to-1 on the NYSE and 2.74-to-1 on the Nasdaq [12][15] - The Philadelphia SE Semiconductor index finished down 2.5%, while Equinix shares rose 10.4% due to strong AI-linked demand forecasts [11][15]

来源：智通财经 美东时间周四，投资者对人工智能（AI）颠覆性的担忧持续发酵，三大指数均跌超1%，纳指以2%的跌 幅领跌。 截至收盘，道琼斯指数跌1.34%，报49，451.98点；标普500指数跌1.57%，报6，832.76点；纳斯达克指 数跌2.03%，报22，597.15点。 今年以来，随着一些AI工具的推出，部分板块遭受冲击，包括软件公司、出版商、金融服务企业等。 投资者担心，这些AI工具可能复制它们的业务模式，或至少侵蚀其利润率。 在AI可能颠覆财富管理业务的担忧下，摩根士丹利等金融股承压；卡车运输和物流公司如C.H． Robinson股价暴跌14%，因市场担心AI将优化货运运营，从而压缩部分收入来源。 AI颠覆担忧甚至蔓延至房地产行业。市场认为更高的失业率将打击办公空间需求，CBRE和SL Green Realty等股票因此走低。 Freedom Capital Markets首席市场策略师Jay Woods表示："AI曾是推动这些股票飙升、估值达到极端水 平（虽未极端到离谱）的唯一动力，如今却成了压制它们表现的因素。" Yardeni Research总裁Ed Yardeni表示："投资者对AI ...