徐强 国泰海通分析师: 好的，各位投资者大家下午好，欢迎参加我们国泰海通电新团队春节不打烊的系列电话会 议。我是国泰海通的环保电新首席徐翔，今天我和我们孙潇浩孙老师一起给各位领导做去 做一些 AIDC 方面的汇报。明天就是这个第一个交易日了，那在此，我们国泰海通电新团 队祝大家开市大吉，业绩长虹。这个假期期间，我们围绕了 AIDC、太空算力、太阳翼、 锂电供应链，然后开展了一系列的这个电话会议和专家的这个交流。那这今天下午的电话 会议主要是汇报 A I D C 硬件端的这些投资机会。 然后同时，今天晚上我们还安排了这个卫星载荷的专家，然后来交流一下太空算力以及太 阳翼的这一方面的一个，这个投资内容。今晚 8 点，也欢迎大家这个就是按时接入。首先 我们一直从这个去年开始吧，去去年，24 年底，前年开始，就一直在推荐 AIGC 的这些投 资机会。市场，其实对于 IPC 的这些投资的持续性，持，一直是存，一直在质疑当中，这 个不断的这个提升预期的。那包括像现在。大家对于这个北美地区，像 Oracle 他们的一 个投资的持续性，以及北美这些算力是否存在泡沫，一直有比较大的一个争议。 但是，近期我们在在使用，包括像 O ...

Britain has decided to bring streaming platforms under the jurisdiction of Ofcom’s broadcasting code. The objective of this move is to protect audiences from harmful content and ensure the availability of accessibility services such as subtitles.Under the new rules, major streaming platforms must provide subtitles for at least 80% of their content, audio descriptions for 10%, and signed content for 5%. Services with over 500,000 UK users will also be required to meet these standards and ensure that news cov ...

On CNBC's “Halftime Report Final Trades,” Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, named Amazon.com, Inc. (NASDAQ:AMZN) as his final trade.As per the recent news, Amazon.com announced a $12 billion investment in northwest Louisiana on Monday. The investment is earmarked for the development of data centers, which are projected to generate 540 full-time positions and support an additional 1,710 full-time equivalent roles in the community.Bryn Talkington, managing partner ...

Group 1: AMD and Meta Deal - Advanced Micro Devices (AMD) has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, allowing Meta to purchase as much as 10% of AMD [1][9] - AMD will supply six gigawatts' worth of chips to Meta, starting with one gigawatt of the forthcoming MI450 flagship hardware in the second half of this year [10] Group 2: OpenAI Partnerships - Amazon is considering an investment of around $10 billion in OpenAI, with discussions remaining fluid [1] - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] - OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors [3] - AMD has also agreed to supply AI chips to OpenAI in a multi-year deal, which includes an option for OpenAI to buy up to roughly 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and supply data center chips, establishing a financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over about five years [6] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI [7] Group 3: Stargate Datacenter Project - The Stargate project is a joint venture between SoftBank, OpenAI, and Oracle to build data centers, with an investment of up to $500 billion for AI infrastructure [8]

As it always does following each quarter, Berkshire Hathaway recently disclosed the stocks it held in its massive equities portfolio at the end of the fourth quarter of 2025. This is a particularly special filing for followers of Berkshire because it will ultimately be the last quarter that Warren Buffett was CEO of the company he led for over six decades and built into one of the greatest wealth-generating machines in history. While Buffett will remain chairman of the board of directors, the 95-year-old ...

高盛表示，令投资者将们颇感意外的是，美股市场的金融股是净卖出规模最高的板块，而能源、医疗保 健与必需型消费品等长期以来的避险型防御板块的最新仓位则显示出现最大规模净买入。不过该机构未 将金融板块进一步细分为子类别。 "尽管从全球市场、美国以及欧洲市场的角度来看，半导体与软件之间的对冲基金仓位差距仍然非常极 端且严重拉伸，但这种轮动似乎放缓了，或出现了一些逆转，"摩根大通的这份报告显示。 该机构表示，在前一周遭遇创纪录规模的巨额抛售之后，美股市场的软件股标的确实出现了一些买盘净 回流，但未对该比较给出具体时间范围。 另一华尔街金融巨头高盛近日发布的客户投资说明则显示，从截至2月14日的当周之后，对冲基金投资 机构们的杠杆率有所上升，并接近一年以来的最高水平。与此同时，聚焦杠杆策略的对冲基金们杠杆率 回升接近一年高位，往往意味着一旦宏观/关税/地缘再出"显著噪音"，回撤也会更陡。 该客户说明称，全球股票市场的截至2月19日当周的最新净卖出规模已升至自美国总统唐纳德·特朗普去 年4月宣布一连串进口关税以来的最高水平。 智通财经APP获悉，华尔街金融巨头摩根大通(JPM.US)周二发给客户们的一份研究报告显示，有着" ...

自家AI编码助手在处理客户系统时，自主决策"删除并重建整个环境"为最优方案，并导致宕机13小时？ 近日，有媒体报道称，亚马逊核心业务板块AWS（Amazon Web Services，亚马逊云计算服务）曾在2025年年末出现一次持续13小时的宕机事件，且 与其自家的人工智能编程助手Kiro有关。报道称，AWS贡献了亚马逊约六成营业利润。另有匿名员工透露，公司要求80%的开发者每周至少一次使 用AI完成编码任务，并密切追踪采用情况。 事件曝出后，亚马逊当天即发表声明，并通过多家媒体反复强调"这是用户错误"——具体系访问权限（IAM角色）配置不当，而非AI错误；同时称 事件影响"极为有限"，未波及核心计算、存储、数据库或AI服务，也未收到客户投诉。 事件曝光后，科技圈在社交平台掀起"玩梗"热潮，同时也再次将"Agentic AI（代理式AI）"在生产环境中的安全风险推至聚光灯下。 "当平台提供具备高度自主性的Agentic AI时，应承担安全设计与风险提示义务。试图仅以用户配置失误来豁免技术提供方责任，忽视了平台作为服 务提供者在风险预防中的主体作用。"中国政法大学教授、联合国高级人工智能咨询机构专家、《人工智能 ...

Would you be shocked to learn that Amazon (NASDAQ: AMZN) stock has underperformed the broad market indices over the past five years? That's right: Even though the mega-technology company keeps posting impressive growth figures, it is only up 23% cumulatively from five years ago. The S&P 500 (SNPINDEX: ^GSPC) has produced a total return of 88% over that same time frame. Amazon's stock has underperformed the index due to investor concerns about losing the race in artificial intelligence (AI), large capital ...

⑦【联邦快递起诉美国政府，要求全额退款关税费用】当地时间2月23日，据媒体报道，联邦快递正在 起诉美国政府，要求全额退还该公司已缴纳的所有关税。联邦快递的律师在周一提交给纽约国际贸易法 院的诉状中表示："原告要求被告全额退还原告已向美国缴纳的所有IEEPA关税"。 ⑧【苹果公司宣布计划今年在美国生产部分新款Mac电脑】当地时间2月23日，苹果公司首席运营官萨 比赫·汗在接受媒体采访时表示，苹果今年部分Mac Mini将在美国本土生产。新的制造工作将于今年晚 些时候在休斯顿北部的富士康工厂启动。截至发稿，苹果上涨0.23%。 ②【亚马逊将投资120亿美元在路易斯安那州建设数据中心】当地时间2月23日，亚马逊宣布，将投资 120亿美元在路易斯安那州西北部建设最先进的数据中心园区，以支持云计算技术的发展。该项目是一 项横跨多地点的协调投资，旨在促进区域经济发展。这项投资计划预计将在亚马逊数据中心创造540个 全职工作岗位，并为当地社区带来1710个全职等效岗位。 ④【Anthropic今晚举行Claude产品发布会】北京时间今晚十点半，人工智能初创公司Anthropic将举行在 线直播活动，展示其AI助手Claud ...

Core Insights - Nokia and AWS have launched the first agentic AI-powered 5G-Advanced network slicing solution, enabling telecommunication providers to deliver premium services dynamically based on real-world conditions [1][2][4] Group 1: Technology and Innovation - The agentic AI slicing solution utilizes real-world internet data to enable adaptive network slicing, enhancing service delivery for telecommunications providers [2][5] - This innovation allows for autonomous adjustments to network performance during unpredictable events, optimizing resource utilization and service quality [3][6] - The solution integrates Nokia's advanced network slicing capabilities with AWS's AI technologies, transforming network slicing into a business enabler for operators [4][9] Group 2: Applications and Use Cases - The agentic AI-powered slicing can support various applications, including critical services in manufacturing, IoT, smart cities, and emergency response [6][7] - It enhances network performance for premium customers during high-demand events, ensuring quality service for applications like gaming and streaming [6][7] - The solution is designed to anticipate customer needs and deliver tailored services across diverse use cases, from mission-critical applications to immersive entertainment [8][10] Group 3: Collaboration and Market Impact - du and Orange are the first telecommunications providers to pilot this innovative slicing solution in their networks [1][5] - The collaboration aims to unlock new revenue streams for operators by enabling real-time, intent-based service provisioning [4][11] - The integration of agentic AI with existing infrastructure allows for flexible and scalable network operations, enhancing overall service delivery [11]