北京时间2月19日凌晨，美股周三午盘维持涨势，科技股领涨。交易员正等待美联储最新政策会议纪要 的公布。 道指涨258.53点，涨幅为0.52%，报49791.72点；纳指涨267.29点，涨幅为1.18%，报22845.68点；标普 500指数涨51.96点，涨幅为0.76%，报6895.18点。 英伟达股价走高。周二有报道称，Meta Platforms宣布将在其数据中心建设中使用数百万块英伟达芯 片。 此外，同为"科技股七巨头"成员的亚马逊上涨约1%，此前监管文件显示著名投资者比尔-阿克曼的潘兴 广场（Pershing Square）基金在第四季度将其在这家电商巨头的持股增加了65%。这使得亚马逊成为该 基金的第三大重仓股。 在此之前，亚马逊遭遇连续九天的下跌。从2月2日到上周五，该股市值下跌了约18%，创下自2006年以 来最严重的连跌纪录，市值蒸发超过4500亿美元，原因是投资者质疑其人工智能支出计划的价值。 美光科技收到关注，此前著名对冲基金经理大卫-泰珀（David Tepper）的Appaloosa Management增持这 家芯片制造商。 作为美联储偏爱的通胀指标，PCE将让人们更深入地了解 ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Amazon.com, Inc. ( AMZN ) stock has lost 17% since my last report . The stock price decline was driven by tech sector weakness as investors process growing capital expenditures with an apparent lack ofDhierin-Perkash Bechai is an aerospace, defense ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Amazon.com, Inc. ( AMZN ) stock has lost 17% since my last report . The stock price decline was driven by tech sector weakness as investors process growing capital expenditures with an apparent lack ofDhierin-Perkash Bechai is an aerospace, defense ...

2月18日晚间，全球资产全线暴涨，美股三大指数直线拉升，白银暴涨6%，黄金大涨2%，原油大涨 3%！ 一起看看它们趁着我们放假，都发生了什么事情！ 美股大涨 美股低开高走，道指涨超300点，纳指涨超1%，标普指数涨约0.9%。 【导读】美股大涨，黄金白银、石油直线暴涨 中国基金报记者 泰勒 兄弟姐妹们啊，大年初三，泰勒继续加班！ | 43042.1 7 +309.00 +0.62% | | --- | | 皇直: 40807 31 △ . 10574 02 | | 1200 . 42031 '21 | | 77 , 4331 1.32 | JE DR2(B), JUJ IL.I 3 | AND L. LUO | | | --- | --- | --- | --- | --- | --- | | 最低:49469.06 | | 昨收:49533.19 | 52周最低: 36611.78 | 振幅:0.86% | | | 成交量:1.48亿股 | | | | | | | | | 分时 五日 日K 固K 目K 幸K 年K 120分 60分 30分 15分 5分 1分 | | 区间统计 全屏显示 | | | 最新:4 ...

科技股领涨市场，英伟达涨超2%，此前Meta在周二宣布，其数据中心扩建将使用数百万颗英伟达芯 片。 作为"七巨头"成员，亚马逊股价上涨2%。监管文件显示，比尔·阿克曼（Bill Ackman）旗下的潘兴广场 基金（Pershing Square）在第四季度将其在该电商巨头的持股比例提高了65%，使其成为该基金的第三 大持仓股。此前，该股刚刚结束了连续九个交易日的下跌。 美光科技暴涨约6%，此前大卫·泰珀的阿帕卢萨资产管理公司增持了股份，持仓提升至4.28亿美元，增 幅达200%，使这家AI系统关键内存芯片制造商成为该基金第四大持仓，此外，美光科技斥资2000亿美 元以突破AI内存瓶颈。 兄弟姐妹们啊，大年初三，泰勒继续加班！ 2月18日晚间，全球资产全线暴涨，美股三大指数直线拉升，白银暴涨6%，黄金大涨2%，原油大涨 3%！ 一起看看它们趁着我们放假，都发生了什么事情！ 美股大涨 美股低开高走，道指涨超300点，纳指涨超1%，标普指数涨约0.9%。 与此同时，伊朗革命卫队本周在霍尔木兹海峡进行了军事演习。根据能源咨询公司Kpler的数据，全球 约三分之一的海运原油出口需经过这一咽喉要道。石油市场极度担心一旦美 ...

伯克希尔·哈撒韦公司在第四季度再次减持苹果股票，并减少了在亚马逊和美国银行的持股，同时在沃 伦·巴菲特担任CEO的最后一个季度，新建立了对纽约时报价值约3.52亿美元的头寸。 伯克希尔·哈撒韦公司在第四季度再次减持苹果股票，并减少了在亚马逊和美国银行的持股，同时在沃 伦·巴菲特担任CEO的最后一个季度，新建立了对纽约时报价值约3.52亿美元的头寸。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A, BRK.B) submitted its latest 13-F filing on February 17, 2026, revealing some interesting changes in the portfolio. The most newsworthy one was undoubtedly the staggering 77% reduction in the Amazon (NASDAQ: AMZN) stake, as the company has sold 7.7 million shares in the e-commerce leader, reportedly valued at nearly $1.7 billion.Berkshire first entered Amazon in 2019, and after seven years, the paradigm appears to be shifting again, with ‘The Oracle of Omaha’ ...

此外，在通过亚马逊云科技(AWS)转售AI的业务中，Anthropic约有50%的毛利润需让渡给亚马逊。随着 云算力采购规模变化，这一比例未来仍可能调整。Anthropic管理层认为，同时与三大云厂商合作，使 其在企业客户触达层面相较OpenAI具备一定竞争优势。 在算力投入方面，Anthropic预计到2029年前，仅模型训练相关支出就可能高达1000亿美元，凸显生成 式AI背后日益高昂的云计算与芯片成本。 报道称，根据Anthropic最新的财务预测，这些云服务商还将从Anthropic的AI销售中分成。若其企业客 户通过云平台购买Anthropic的AI产品，云厂商即可获得一定比例的收入分成。这一收入来源正快速增 长，Anthropic在2024年向云服务商支付的AI销售分成仅约130万美元，但该金额预计将在2025年跃升至 约3.6亿美元，并在2026年和2027年分别扩大至19亿美元和64亿美元。 该分成机制被视为Anthropic激励云合作伙伴的重要手段。例如，微软已鼓励Azure云业务的销售人员推 广Anthropic的模型，并将相关销售计入业绩考核。分析认为，这类分成支出约占Anthropic ...

Core Insights - The final reading for the 2025 holiday shopping season indicated flat retail sales at $735.0 billion, missing the expected 0.5% increase, with a year-over-year growth of 2.4% against a 2.7% rise in the Consumer Price Index, suggesting weak real spending momentum [1][10] Retail Performance Analysis - Large U.S. retailers like Walmart, Costco, and Alibaba are under pressure due to disappointing year-end sales, impacting profit margins and earnings, which raises concerns for retail ETFs that include these companies [2] - The stagnation in December retail sales was attributed to several economic factors, including persistent inflation, economic uncertainty, early promotions that pulled sales forward, and a K-shaped consumer behavior where higher-income households remained stable while lower-income households reduced spending [4][5][6][7] Future Outlook - The retail sector's recovery depends on moderating inflation and a rebounding U.S. economy, with expectations for gradual improvement in real consumer spending if demand stabilizes and retailers manage costs effectively [8][9] - Analysts project U.S. retail sales to grow by 3.5% year-over-year in 2026, with inflation anticipated to remain between 2.6% and 3.0% [11] Retail ETFs Spotlight - **State Street SPDR S&P Retail ETF (XRT)**: AUM of $681.4 million, exposure to 73 companies, gained 10.2% over the past year, charges 35 bps in fees [12][13] - **VanEck Retail ETF (RTH)**: AUM of $265.2 million, exposure to 26 companies, rallied 9.5% over the past year, charges 35 bps in fees [14] - **ProShares Online Retail ETF (ONLN)**: Net asset value of $52.84 million, exposure to 20 online retail stocks, gained 3% over the past year, charges 58 bps in fees [15] - **Amplify Online Retail ETF (IBUY)**: AUM of $124.5 million, exposure to 81 companies in online retail, charges 65 bps in fees [16]

Core Viewpoint - Berkshire Hathaway sold 77% of its Amazon stake in Q4, indicating a significant reduction in its investment before Warren Buffett stepped back as CEO [1] Group 1: Investment Actions - Berkshire Hathaway sold 7,724,000 shares of Amazon, reducing its holdings from 10 million shares to 2,276,000 shares valued at $525 million [1] - The initial investment in Amazon was made in 2019, with shares valued at approximately $930 million, which expanded to about $2.1 billion by Q3 of the previous year [1] Group 2: Management and Strategy - The sale of Amazon shares was managed by investment managers, not Warren Buffett himself, suggesting that the decision may not reflect Buffett's personal views [1] - Todd Combs, one of the investment managers linked to tech investments, resigned from Berkshire in December, which may have influenced the timing of the Amazon sale [1] Group 3: Company Performance - Amazon Web Services achieved a $142 billion annual revenue run-rate, with growth at its fastest pace in three years, indicating strong performance in the cloud sector [1] - Amazon plans to invest $200 billion in capital expenditures this year, focusing on data centers and AI infrastructure, which highlights its commitment to growth in these areas [1] Group 4: Market Outlook - Amazon's stock has declined 13% in 2026, particularly after a Q4 earnings report that showed slower-than-expected growth, making the sale appear timely [1] - Analysts project Amazon's revenue to reach $805 billion in 2026, with operating margins at 14.4%, and average price targets of $287 per share, indicating a potential upside of 44% [1]