美国股市周二收高，科技股领涨。市场对人工智能前景的热情重新升温，暂时盖过了此前关于该技术可能对多个行业造成颠覆的担忧。 道琼斯工业指数上涨370.44点，涨幅0.76%，收于49174.50点；标普500指数上涨52.32点，涨幅0.77%，收于6890.07点；纳斯达克综合指数上涨236.41点，涨 幅1.05%，收于22863.68点。 【热门股表现】 苹果上涨2.24%，苹果公司周二宣布，将大幅扩建其在休斯顿的工厂运营，首次将Mac mini带到美国本土进行生产。 *Anthropic新产品提振软件股 *AMD与Meta达成芯片协议 *中概股多数走高 周一因冬季风暴重挫的航空和旅游板块强劲反弹，涨幅约2.9%。道指成分股家得宝上涨2.0%，此前公司第四季度业绩超预期并维持全年财测。 热门中概股多数上涨，纳斯达克中国金龙指数上涨1.37%。阿里巴巴上涨0.23%，拼多多上涨1.06%，网易上涨0.73%，京东上涨1.07%，携程上涨1.59%，腾 讯音乐上涨1.77%，理想汽车上涨1.30%，贝壳上涨1.18%，小鹏汽车大涨6.78%。百度下跌0.23%，中通下跌0.14%，富途控股下跌1.89%，蔚来持 ...

Core Insights - The discussion centers around the performance and outlook of major tech companies, particularly Nvidia, Tesla, and the so-called "Magnificent Seven" (Mag-7) stocks, which include Apple, Microsoft, Meta, Google, Amazon, and Nvidia. The sentiment is cautious, with a focus on the potential for volatility in the market and the importance of strategic investment decisions. Group 1: Nvidia and Market Sentiment - Nvidia's upcoming earnings report is anticipated with uncertainty, as past earnings have not consistently led to stock price increases despite strong performance [4][5][20] - The speaker has reduced their Nvidia position, citing a lack of confidence in the stock's ability to maintain upward momentum post-earnings [6][22] - The overall market sentiment indicates that while 60% of S&P 500 stocks are outperforming the index, the Mag-7 stocks have seen pullbacks, suggesting a potential shift in market dynamics [7] Group 2: Analysis of Major Tech Companies - Apple is viewed as having the best risk-reward profile in the market, with expectations of steady returns through buybacks, although it may not double in value [8][60] - Microsoft is compared to Exxon in terms of forward P/E ratios, with a preference for holding Microsoft due to its growth potential [8][13] - Meta is seen as a strong contender in the AI space, with a recommendation to buy if the stock price falls below $620 [9] Group 3: Memory and Semiconductor Sector - The memory market is experiencing significant price increases, with prices for SanDisk memory cards reportedly doubling over the last 90 days due to supply constraints [25][29] - The speaker believes that the memory bottleneck will persist, contrary to some analysts who predict an expiration date for this issue [26] - Companies like Seagate, Western Digital, and Micron are highlighted as potential investment opportunities within the memory sector [27][29] Group 4: Energy Sector Insights - The energy sector has shown strong performance, with a 23% increase year-to-date, and specific companies like Devon Energy and Schlumberger are recommended for their solid fundamentals [30][32] - The speaker emphasizes the importance of dividends and low debt in selecting energy stocks, with MPLX highlighted for its attractive yield [33] Group 5: Investment Strategy and Tools - The use of analytical tools like TrendSpider and Seeking Alpha is emphasized for making informed investment decisions, particularly in volatile markets [34][36] - The speaker advocates for a buy-and-hold strategy, focusing on a limited number of stocks to manage effectively [56][86] - The importance of having cash reserves for potential market dips is also noted, allowing for strategic buying opportunities [72][74]

Core Viewpoint - Amazon's $200 billion capital expenditure plan focused on AWS and AI infrastructure has led to mixed investor sentiment, with significant implications for its financial performance and market position [1]. Group 1: Financial Performance - Amazon's stock fell 18% following a $1.2 billion revenue miss and the announcement of a $200 billion capex plan for 2026 [1]. - In 2025, Amazon's capital expenditures reached $131.8 billion, consuming 94.5% of its operating cash flow, while free cash flow dropped to $14.8 billion from $47.7 billion [1]. - The trailing twelve-month free cash flow decreased to $7.7 billion from $32.9 billion a year earlier [1]. Group 2: AWS and AI Growth - AWS re-accelerated to 24% growth in Q4 2025, achieving a $142 billion annualized run rate, marking the fastest growth since 2022 [1]. - Amazon's Trainium2 AI chips experienced a 150% quarter-over-quarter growth, indicating strong demand in the AI sector [1]. - As of February 2026, AWS generated a disproportionate share of operating profit despite accounting for roughly 20% of Amazon's total sales [1]. Group 3: Market Sentiment and Analyst Opinions - Investor sentiment on Reddit fluctuated, with a low score of 23 on February 5 rebounding to 72 by February 18, reflecting a divided view on Amazon's future [1]. - 41 of 44 analysts rated Amazon as a Buy or Strong Buy, with a consensus price target of $279.59, while Morgan Stanley set a target of $300 [1]. - Prediction markets show only a 6.7% chance that Amazon will close above $220 by the end of the month, indicating skepticism among some investors [1].

美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。半导体板块领涨，AMD 收涨逾8%，英特尔涨近6%，台积电涨超4%。大型科技股多数上涨，特斯拉、奈飞、苹果涨超2%，微 软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。 来源：市场资讯 （来源：科创100ETF基金） ...

The head of Amazon's artificial general intelligence lab is leaving the company less than two years after joining through a so-called acqui-hire deal of his startup Adept. David Luan announced his departure Tuesday in a LinkedIn post, saying he will exit at the end of the week "to cook up something new." Amazon tapped Luan in December 2024 to oversee its newly created AGI lab, based in San Francisco. The lab is focused on "long-term research bets," including developing "useful AI agents." Last year, the gro ...

Key Takeaways There are some similarities but also key differences between the Nifty 50 & Mag 7.Mag 7 stocks currently trade at a slim premium to the S&P 500 Index.Leaders like MSFT have transformed into GARP plays. What were the Nifty 50?The “Nifty 50” was a group of 50 of the most followed, large-cap stocks on the NYSE that flourished in the 1920s and early 1970s. The group of stocks included well-known, popular companies such as Walmart (WMT), Polaroid, Xerox (XRX), and Coca-Cola (KO). During the early 1 ...

Skip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivItaly watchdog bans Amazon unit from using staff personal dataFebruary 24, 20265:37 PM UTCUpdated agoBy ReutersCompaniesAmazon.com IncMILAN, Feb 24 (Reuters) - Italy's privacy authority said on Tuesday it had banned Amazon Italia Logistica from processing personal information of 1,800 workers at its Passo Corese logistics centre, near Rome.Amazon Italia Logistica must also halt the processing of ...

经济观察网亚马逊股价在最近一周(2026年02月18日至02月24日)呈现波动走势。02月18日股价上涨 1.81%至204.79美元，终结了此前9连跌行情；02月20日进一步上涨2.56%至210.11美元；但02月23日受 市场避险情绪影响下跌2.30%至205.27美元；02月24日小幅反弹0.44%，收盘报206.17美元。区间累计涨 幅2.50%，振幅4.80%，成交额约442亿美元。当前市盈率(TTM)为28.75倍，总市值约2.21万亿美元。 近期事件 近期热点事件包括竞争威胁与宏观政策影响。SpaceX星链于02月24日被报道采取低价策略(如美国月费 降至50美元)，以抢占市场份额，应对亚马逊Leo卫星服务计划今年上线。同时，02月23日美股市场因关 税政策不确定性及美联储偏鹰预期引发科技股抛售，亚马逊当日下跌2.30%。特朗普政府依据《1974年 贸易法》将关税税率提高至15%，可能加剧全球贸易风险。 机构观点 韦德布什分析师在02月18日指出，亚马逊处于"自证阶段"，需向投资者证明其2000亿美元资本支出能带 来回报，短期内支出增长仍可能压制股价。公民金融集团分析师则看好AWS业务，认为数 ...

There aren't many better investors, if any at all, than billionaire Stanley Druckenmiller. As a hedge fund manager, Druckenmiller averaged a 30% annual return for three decades and has supposedly never had a year in the red. Today, Druckenmiller manages much of his personal wealth through his family office, the Duquesne Family Office, which had close to $4.5 billion in assets at the end of 2025. During the fourth quarter of the year, Druckenmiller's fund eliminated its position in Meta Platforms (NASDAQ: ...

Core Viewpoint - California's Attorney General is seeking a preliminary injunction against Amazon, alleging that the company engages in anti-competitive practices by pressuring merchants to inflate prices, thereby stifling price competition in the market [1]. Group 1: Allegations Against Amazon - The California AG claims that Amazon's actions aim to insulate itself from price competition by preventing lower retail prices from being available elsewhere [1]. - It is alleged that Amazon has pressured merchants to agree on fixed prices, ensuring that it is not undercut by competitors like eBay, Target, and Walmart [1]. - Merchants who do not comply with Amazon's pricing demands risk being cut off from access to Amazon's "Buy Box," which is crucial for sales on the platform [1]. Group 2: Legal Proceedings - A trial regarding the antitrust case against Amazon is scheduled for January 2027 [1]. - The proposed injunction seeks to halt Amazon's alleged anti-competitive conduct while the case is ongoing, with a monitor suggested to oversee compliance [1]. Group 3: Amazon's Defense - Amazon argues that its agreements with merchants are legal and pro-competitive, claiming they benefit consumers by enhancing product selection and competitive pricing [1].