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 ...

点击图片▲立即购买 美国1月非农就业数据大超预期 2月12日，美国劳工统计局周三发布报告称，1月，新增非农就业人数13万，创2025年下半年以来最大增幅；市场此前预计1月新增非农就业人数 在5万—7.5万，本次数据大超预期。与此同时，失业率环比下降0.1个百分点至4.3%。 本次报告同时将2025年全年就业增长规模由最初报告的58.4万大幅下调至18.1万，基准修正幅度显著，表明去年劳动力市场的实际疲软程度远超 此前认知。值得注意的是，过去26份非农报告中，有25份遭遇最终下修。交易员削减对6月降息的押注，目前预计首次降息时点将推迟至7月。 （界面新闻） ｜点评｜ 数据上显示，美国1月就业市场有所回暖，不过，非农数据此前屡屡大幅下修，数据的可信度存疑。医疗行业的就业增长是支撑美国就 业的强劲动力，美国政府此前一度对部分国家的药品进口征收额外的关税，为了获得关税豁免，部分美国医药企业扩大了在美国本土的业务。 除此之外，美国制造业逐渐回流本土，制造业用工需求开始回暖，共同支撑1月美国非农数据表现超预期。 2025年美国市场的就业状况，比此前月度数据反映出的疲软趋势更加明显，即便如此，美国经济还是保持了不错的增速。 ...

4.马斯克评豆包Seedance 2.0：发展速度太快 5.噩耗！28岁员工年会上喝酒，次日身亡！家属：当晚喝得不省人事，公司发声 6.小米YU7一月份成中国销量最好的车！雷军：没有任何定义，含金量很高 7.起动机存在缺陷！宝马宣布召回全球多款车型：车辆行驶中可能出现起火 8.岚图汽车香港上市已取得港交所原则性批准，东风私有化的先决条件已全部达成 今日头条 HEADLINE NEWS 太豪横！影石公司年会送出5套房，员工称获奖房者都是90后、无高管，CEO回应：物质激 励也很重要 要闻提示 NEWS REMIND 1.太豪横！影石公司年会送出5套房，员工称获奖房者都是90后、无高管，CEO回应：物质激励也很重要 2.DeepSeek更新后被指变冷淡！网友自发号召给官方提意见：赶快调回来，不然用不下去 3.荣耀前CEO赵明官宣加入千里科技 2月12日消息，日前，科技企业影石Insta360举办了2026年度年会，现场照片显示的5套大湾区商品房、 多辆汽车等奖品引发关注。据悉，今年获奖者均为"90后"，平均年龄不到32岁，其中一名入职不到两年 的年轻员工穿着COS服上台领奖，并激动地表示："说实话挺惊喜的，奖没有 ...

每经编辑｜金冥羽 大型科技股普跌，苹果跌超5%，博通跌超3%，亚马逊、Meta、特斯拉跌超2%。 | 英伟达(NVIDIA) US NVDA | 186.900 | -1.66% | | --- | --- | --- | | 11 = 19 | 199.560 | -2.21% | | US AMZN | | | | 谷歌 US GOOGL | 309.000 | -0.63% | | 微软 US MSFT | 401.940 | -0.60% | | 脸书(META | 650.050 | -2.79% | | US META | | | | 苹果(APPLE) | 261.680 | -5.02% | | US AAPL | | | | 特斯拉(TESLA) | 416.960 | -2.64% | | US TSLA | | | 思科股价暴跌超12%，原因是这家生产交换机、路由器等网络硬件的公司对本季度给出令人失望的业绩指引。 明星股AI广告技术公司Applovin股价暴跌近20%，消息面上，公司发布四季度业绩并给出展望；关键指标虽高于市场一致预期，但可能不足以消除近期关 于AI相关冲击的担忧。值得一 ...

今日热点导览 2025年全国结婚登记676.3万对，较上一年增加65.7万对 马斯克获评美国最伟大创新者，英伟达CEO黄仁勋名列第五 比尔·盖茨时隔两年半再度到访中国 中国联通：高级副总裁王利民辞职 近一段时间以来，美国司法部因在处理爱泼斯坦案文件公开过程中未能对受害者的个人信息（包括裸 照）进行涂黑处理，而遭到幸存者们的强烈批评，其中包括几位出席当天听证会的人。（CCTV国际时 讯） 影石CEO回应年会送房：直接的物质激励也很重要 2月12日，Insta360 CEO刘靖康在微博发文回应年会送房：影石年会结束了，今年我们现场给员工送出 了5套商品房，三室两厅。除了房子，我们还送出了汽车5辆，宝马、特斯拉、理想，款式任选；额外送 1辆保时捷，累计已送出33辆车，总价值超1000万；定制的特等奖36g黄金"压岁钱"；24个大奖，中奖率 高达80%；本人年会开场打碟节目一个。 很多时候，激发高端人才的人心靠成就感、荣誉感或价值共鸣，但直接的物质激励也很重要。感谢所有 注视影石前行的朋友。（东方财经） 12306新增"低人一等座"提醒，客服回应：该位置比较特殊 近日，有网友在社媒晒帖，称自己在购买高铁票时，1230 ...

Group 1 - The U.S. stock market experienced a collective decline due to concerns over the disruptive impact of artificial intelligence (AI) and cautious sentiment ahead of significant CPI inflation data, with all three major indices falling over 1% [1] - The technology sector was the primary driver of the decline, with Apple shares dropping 5%, resulting in a market value loss of approximately $202.2 billion, marking the second-largest single-day market value loss in the company's history [1] - Concerns regarding AI are spreading from the software industry to logistics and real estate, with investors worried that AI tools may replicate business models and erode profit margins [1] Group 2 - Investors are closely monitoring the upcoming U.S. CPI inflation data, following stronger-than-expected January non-farm payroll data, which has reduced expectations for an urgent rate cut by the Federal Reserve [2] - The probability of a 25 basis point rate cut in March is currently estimated at 5.9%, while the probability for a cumulative 25 basis point cut by June stands at 48.1% [2] - The storage sector saw gains, with companies like SanDisk and Seagate Technology rising over 5%, while precious metals faced significant declines, with COMEX gold futures down 3.08% and COMEX silver futures down 10.62% [2]

大家早上壕！ 先看海外要闻： 美国CPI数据公布前夕，AI恐慌升级，对人工智能将颠覆众多行业商业模式的深层忧虑下，美股、大宗商品、加密货币齐大跌，资金涌入美债。 标普500跌1.6%，纳指重挫超2%，道指跌1.34%。思科指引疲软、暴跌12%。苹果大跌5%，领跌科技巨头。 软件股ETF跌2.7%。AI冲击货运江湖，罗素3000卡车运输指数盘中重挫9%。商业地产股大跌。存储芯片与硬件供应链指数涨1.39%，整体冲高回 落，希捷科技收涨5.87%，闪迪涨5.16%，西部数据涨3.78% 纳斯达克金龙中国指数收跌3.00%，腾讯音乐收跌超10%，百度跌超4%，阿里跌超3%，九紫新能涨约32%，美华创富涨超112%。 美债走强，30年期和10年期美债收益率均下行超7个基点。美元指数横盘。 美股大跌疑似引发金属的算法卖盘。黄金跌超3%、跌破5000美元，白银跳水11%。纽铜下挫3.6%。铂金、钯金也大跌。原油跌3%，布油一度跌 破67美元。 英伟达被撬墙角：OpenAI首次发布Cerebras芯片支持模型。 科技记者古尔曼：预计苹果将在未来几周内推出iPhone 17e以及M4芯片版iPad Air。 马斯克点赞See ...

Core Viewpoint - Apple experienced its worst trading day since April of the previous year due to delays in the AI update for its voice assistant Siri and scrutiny of its news application by regulatory authorities [1][2]. Group 1: Stock Performance - As of Thursday's market close, Apple's stock price fell by 5%, erasing all gains made in 2026, with a cumulative decline of nearly 4% year-to-date [2]. - The stock's recent performance has been influenced by concerns from Wall Street regarding excessive spending by large tech companies in the AI sector [3]. Group 2: Product Updates - Reports indicated that the highly anticipated Siri AI update has been postponed internally to May or even later, with features now expected to be rolled out in phases over several months [2]. - Despite the delays, Apple stated that it still plans to launch the Siri update as scheduled in 2026 [3]. Group 3: Regulatory Scrutiny - The U.S. Federal Trade Commission (FTC) has warned Apple against suppressing conservative content on its Apple News platform, indicating that such practices could violate laws aimed at preventing corporate deception of consumers [3].

Core Insights - Apple's stock dropped 5% following negative news, including a warning letter from the Federal Trade Commission regarding its news app and delays in AI features [1][1][1] Regulatory Concerns - The Federal Trade Commission warned Apple that its news app could violate laws by misrepresenting terms of service and favoring "left-wing" news outlets over conservative ones [1][1] - This warning raises concerns about Apple's relationship with the Trump administration, which had previously been supportive of the company [1][1] AI Development Delays - Reports indicated that an AI-enhanced upgrade for Siri has been delayed, contributing to worries that Apple is lagging behind competitors in AI advancements [1][1] - The delays in AI features come after Apple had previously posted record revenue for the holiday quarter, driven by strong iPhone and services sales [1][1] Market Impact - The 5% drop in Apple's stock represents the worst performance since April and has erased much of the gains made in recent weeks [1][1] - As of now, Apple's shares are in the red for 2026, indicating a challenging start to the year for the company [1][1]

Core Viewpoint - Concerns over the disruptive potential of artificial intelligence (AI) have led to a decline in major stock indices, with the Nasdaq falling by 2% and the S&P 500 and Dow Jones also experiencing significant drops [1][4]. Group 1: Market Performance - The Dow Jones index closed down 1.34% at 49,451.98 points, the S&P 500 index fell 1.57% to 6,832.76 points, and the Nasdaq index dropped 2.03% to 22,597.15 points [4]. - Major technology stocks saw declines, with Apple down 5%, erasing its gains for the year, and Nvidia down 1.64% [9]. Group 2: Sector Impact - The introduction of AI tools has negatively impacted various sectors, including software companies, publishers, and financial services, raising concerns about potential business model replication and profit margin erosion [5]. - Financial stocks, such as Morgan Stanley, faced pressure due to fears that AI could disrupt wealth management services [5]. - Trucking and logistics companies, like C.H. Robinson, saw a 14% drop in stock price as AI is expected to optimize freight operations, potentially reducing revenue sources [5]. Group 3: Real Estate and Defensive Sectors - The real estate sector is also affected, with concerns that higher unemployment rates will reduce demand for office space, leading to declines in stocks like CBRE and SL Green Realty [6]. - Investors are shifting towards more defensive sectors, with Walmart and Coca-Cola seeing stock price increases of 3.8% and 0.5%, respectively [7]. - In the S&P 500, the consumer staples and utilities sectors outperformed, both rising over 1%, with the consumer staples sector reaching a historical closing high [8].