Amazon has signaled to publishing industry executives that it is planning to launch a marketplace where publishers can sell their content to firms offering artificial intelligence products, The Information reported on Monday. ...

Core Insights - Amazon is planning to launch a marketplace for publishers to sell their content to firms offering artificial intelligence products [1] - The marketplace is associated with Amazon Web Services' core AI tools, including Bedrock and Quick Suite [2] - Microsoft is also developing a similar initiative called Publisher Content Marketplace (PCM) for AI licensing [3] Group 1 - Amazon has indicated to publishing industry executives about the upcoming content marketplace [1] - The marketplace will allow publishers to negotiate usage-based fees for their content [2] - AWS has circulated slides that group the marketplace with its AI tools, highlighting its relevance to publishers [2] Group 2 - An Amazon spokesperson stated that there is no specific information available regarding the marketplace at this time [3] - Microsoft is working on its own AI licensing hub, which will outline usage terms set by publishers [3]

Market Performance - US stock market closed higher with technology stocks leading the gains, as the Dow Jones Industrial Average reached a new all-time high [1][16] - The Dow Jones increased by 20.20 points, or 0.04%, closing at 50,135.87 points; the Nasdaq rose by 207.46 points, or 0.90%, to 23,238.67 points; and the S&P 500 gained 32.51 points, or 0.47%, ending at 6,964.82 points [3][18] Technology Sector - Major technology stocks saw significant increases, with Microsoft rising over 3%, Nvidia and Facebook up more than 2%, and Tesla increasing by over 1% [7][22] - Alphabet Inc. plans to issue $20 billion in bonds, exceeding previous expectations of $15 billion, and will also issue bonds in Switzerland and the UK for the first time [9][23] - The bond issuance attracted over $100 billion in subscriptions, marking one of the strongest demand cases in corporate bond issuance history [9][24] - Microsoft, Amazon, Meta, Oracle, and Alphabet are planning to invest over $600 billion in capital expenditures by 2026 [9][24] Commodities - Oil prices increased, with Brent crude oil futures rising by $0.99, or 1.45%, to $69.04 per barrel, and West Texas Intermediate (WTI) crude oil futures up by $0.81, or 1.27%, to $64.36 per barrel [11][26] - Gold prices rebounded above $5,000, with spot gold rising by 2.01% to $5,064.10 per ounce, and COMEX gold futures increasing by 2.04% to $5,081.50 per ounce [11][26] - Gold mining stocks performed strongly, with significant gains for companies such as Coeur Mining, Pan American Silver, and Kinross Gold [11][27] Space Industry - SpaceX, led by Elon Musk, is shifting its focus to building a "self-sustaining city" on the Moon, aiming for completion within a decade, while still planning to establish a city on Mars in the future [29][30] - SpaceX's acquisition of AI company xAI is expected to support its plans for establishing data centers in space, with a potential IPO in June 2024 aiming to raise up to $50 billion [30]

U.S. President Donald Trump's administration plans to spare firms such as Amazon , Google and Microsoft from upcoming tariffs on chips as they build AI data centers, the Financial Times reported on Monday, citing people familiar with the matter. ...

Group 1 - Lumentum has secured several hundred million dollars in CPO-related orders, expecting CPO revenue of approximately $50 million in Q4 2026, with a significant surge anticipated in the first half of 2027 [2][3][14] - The CPO supply chain is recommended for attention, including components such as optical engines, FAU, laser ELS, MPO, Shuffle box, and polarization-maintaining fibers [2][13] - The optical fiber industry has shifted to a phase of "tight supply and rising prices," with a focus on companies with optical rod capacity and those with significant or specialty fiber production [5][16] Group 2 - North American CSPs are showing strong growth in capital expenditures, with a total of $127 billion for Q4 2025, representing a 60% year-over-year increase and a 12% quarter-over-quarter increase [6][16] - Amazon, Google, and Meta have optimistic capital expenditure guidance for 2026, with a combined expected spending of approximately $505 billion, a 71% year-over-year increase [6][18] - The AI demand is robust, with Amazon's Q4 2025 capital expenditure at $39.5 billion, a 42% year-over-year increase, and an expected $200 billion in 2026, primarily directed towards AI [17] Group 3 - The domestic AI market is experiencing a "red envelope war," with Alibaba's promotional event generating over 10 million orders in just 9 hours, indicating a significant demand for AI resources [10][19] - By December 2025, the user base for generative AI in China is projected to reach 602 million, with a penetration rate of 42.8%, suggesting substantial growth potential [10][19] - 2026 is anticipated to be a pivotal year for AI applications, driving further growth in computational power and model training [10][19]

（标普500指数日内走势，来源：TradingView） 截至收盘，道琼斯指数涨0.04%，报50,135.87点；标普500指数涨0.47%，报6,964.82点；纳斯达克指数涨0.90%，报23,238.67点。 英伟达和博通周一再次表现突出，分别上涨2.5%和3.3%，延续了前一交易日的涨势。另一家人工智能（AI）概念股甲骨文股价上涨 9.6%。 美东时间周一，三大指数集体收涨， 在科技股的带领下，纳指涨近1%，道指微涨，再创历史新高，标普500指数上涨0.5%，距离历史高点 仅一步之遥。 大型科技股多数上涨 ，英伟达涨2.50%，苹果跌1.17%，微软涨3.11%，谷歌涨0.45%，亚马逊跌0.76%，Meta涨2.38%，特斯拉涨 1.51%，博通涨3.31%，甲骨文涨9.64%，奈飞跌0.89%，AMD涨3.63%。 热门中概股涨跌不一，纳斯达克中国金龙指数涨0.12%，阿里巴巴涨0.30%，京东跌0.21%，拼多多涨0.32%，蔚来汽车跌2.98%，小鹏 汽车跌1.02%，理想汽车跌3.27%，哔哩哔哩跌2.41%，百度涨0.71%，网易涨0.50%，腾讯音乐跌0.43%，小马智行涨3.49%。 ...

科技股全线反攻。 隔夜美股市场，科技股反弹提振市场情绪，纳指大涨近1%，道指再创历史新高。以黄金、白银为首的贵金属 全线大涨，COMEX黄金期货涨超2%，COMEX白银期货大涨8%。 有分析指出，美元持续走弱为风险资产和黄金、白银提供了额外支撑。美东时间2月9日，美元大幅走弱，衡量 美元对六种主要货币的美元指数大跌0.84%，跌破97关口。 对此，美国亚特兰大联储主席博斯蒂克表示，他开 始看到人们对美元信心产生质疑。美联储理事米兰则表示，美元目前的这种程度的下跌，还没有对货币政策产 生实质性的影响。 全线大涨 美东时间2月9日，美股三大指数低开高走，道指再创历史新高，标普500指数逼近历史高点。截至收盘，道指 涨0.04%，标普500指数涨0.47%，纳指涨0.90%。 美股大型科技股多数走强，甲骨文大涨超9%，微软、博通、AMD大涨超3%，英伟达、Meta涨超2%，特斯拉 涨超1%，谷歌小幅收涨；苹果跌超1%，亚马逊小幅收跌。 消息面上，甲骨文大幅飙涨主要受到D.A. Davidson上调评级的提振。D.A.Davidson分析师吉尔·卢里亚认为， 市场对甲骨文的抛售可能已过度。 谷歌母公司Alphabet ...

美股大型科技股多数走强，甲骨文大涨超9%，微软、博通、AMD大涨超3%，英伟达、Meta涨超2%， 特斯拉涨超1%，谷歌小幅收涨；苹果跌超1%，亚马逊小幅收跌。 科技股全线反攻。 隔夜美股市场，科技股反弹提振市场情绪，纳指大涨近1%，道指再创历史新高。以黄金、白银为首的 贵金属全线大涨，COMEX黄金期货涨超2%，COMEX白银期货大涨8%。 有分析指出，美元持续走弱为风险资产和黄金、白银提供了额外支撑。美东时间2月9日，美元大幅走 弱，衡量美元对六种主要货币的美元指数大跌0.84%，跌破97关口。对此，美国亚特兰大联储主席博斯 蒂克表示，他开始看到人们对美元信心产生质疑。美联储理事米兰则表示，美元目前的这种程度的下 跌，还没有对货币政策产生实质性的影响。 全线大涨 美东时间2月9日，美股三大指数低开高走，道指再创历史新高，标普500指数逼近历史高点。截至收 盘，道指涨0.04%，标普500指数涨0.47%，纳指涨0.90%。 消息面上，甲骨文大幅飙涨主要受到D.A． Davidson上调评级的提振。D.A.Davidson分析师吉尔·卢里亚 认为，市场对甲骨文的抛售可能已过度。 谷歌母公司Alphabet计 ...

| 美股指数 LA | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 50135.87 | 23238.67 | 6964.82 | | +20.20 +0.04% +207.46 +0.90% +32.52 +0.47% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7817.65 | 25370.25 | 6985.50 | | +9.11 +0.12% | +207.00 +0.82% | +32.75 +0.47% | 美国大型科技股多数在近期人工智能引发的抛售后反弹上涨，美国科技七巨头指数上涨1.02%。个股方面，微软涨超3%，英伟达、脸书涨超2%，苹果跌 超1%，亚马逊跌0.76%，这是亚马逊连续第5个交易日下跌。 个股方面，谷歌美股尾盘微涨0.35%。据智通财经消息，谷歌母公司Alphabet计划通过其美元债券发行筹集200亿美元，规模高于最初预计的150亿美元， 融资加码AI支出。 芯片概念分化，芯片股指数上涨1.9%，甲骨文涨超9%，微软、博通涨超3%，美光科技、闪迪跌近3%。 加密矿企、贵金属、有色金属涨幅居前 ...

An Amazon Prime Air delivery drone crashed into a Texas apartment building last week, with the incident caught on a bystander's video. The drone crash occurred in the Dallas suburb of Richardson, Texas, on Feb. 4 when a Prime Air MK30 drone collided with the side of the apartment building and crashed to the ground.FOX 4 KDFW reported that Cessy Johnson was working from home and heard the drone flying nearby, so she began to record it on her phone, as she hadn't seen one in use before. When the drone moved o ...