U.S. stock futures are showing a mixed picture this Tuesday morning, February 10, 2026, as investors digest yesterday's rally and brace for a busy day of economic data and corporate earnings. While major indexes closed higher on Monday, premarket trading suggests a cautious start to the session. The market's attention is firmly fixed on the crucial retail sales report due out today, which is expected to offer fresh insights into consumer spending habits and the overall health of the U.S. economy.Premarket T ...

Core Insights - Cisco has launched a new chip and router aimed at accelerating information transmission in large data centers, competing for a share of the $600 billion AI infrastructure spending market [1][2] Group 1: Product Launch - The Silicon One G300 switching chip is expected to be released in the second half of this year, designed to efficiently interconnect AI system training and operational chips through hundreds of thousands of links [1][2] - The chip will be manufactured using TSMC's 3-nanometer process and will feature new "buffer dampening" characteristics to prevent network congestion during spikes in data traffic [1][2] Group 2: Performance Expectations - Cisco anticipates that the new chip could enhance the speed of certain AI computing tasks by 28%, partly due to its ability to automatically reroute data around network failures in microseconds [1][2] - The focus is on overall end-to-end network efficiency, especially when dealing with tens of thousands of connections, which frequently encounter congestion issues [1][2] Group 3: Competitive Landscape - The networking sector has become a critical competitive arena in the AI field, with Nvidia recently releasing a system that includes a network chip among its six core chips, directly competing with Cisco's products [1][2] - Broadcom is also competing in the same market with its "Tomahawk" series of chips [1][2]

Core Viewpoint - Cisco Systems has launched a new chip and router aimed at enhancing data transmission in large data centers, positioning itself to compete with Broadcom and Nvidia in the $600 billion AI infrastructure market [1] Group 1 - Cisco's new products are designed to accelerate information flow within massive data centers [1] - The launch is part of a strategic move to capture a share of the growing AI infrastructure spending [1] - The total market for AI infrastructure is projected to reach $600 billion [1]

Coming off an incredible 2025, Broadcom is poised for a repeat performance.There are currently a dozen companies that are worth $1 trillion or more, but only four are currently members of the elite $3 trillion club: Nvidia at $4.6 trillion, Apple at $4 trillion, Alphabet at $3.9 trillion, and Microsoft at $3 trillion.I am convinced that Broadcom (AVGO +3.46%) has what it takes to join this exclusive fraternity in the years to come. The company plays a pivotal role in the data center space, and the current b ...

Core Viewpoint - Jinglin Asset has made significant adjustments to its stock holdings in the fourth quarter of 2025, increasing its positions in key technology stocks while reducing exposure to others, reflecting a strategic focus on sectors like AI and new energy [1][6][9]. Group 1: Stock Holdings and Changes - As of the end of 2025, Jinglin Asset held stocks in 28 companies in the US market, with a total market value exceeding $4 billion [1]. - The top ten holdings include Google A, Meta, Pinduoduo, NetEase, Manbang Group, Futu Holdings, NVIDIA, Alibaba, Intel, and Atour, with Chinese stocks still dominating the portfolio [1][10]. - The largest holding shifted from Meta to Google A, with Google A valued at approximately $841.97 million, reflecting an increase of 926,084 shares from the previous quarter [2][3][10]. Group 2: Investment Strategy and Focus Areas - Jinglin Asset is focusing on sectors such as AI, new energy, smart driving, and humanoid robots, believing these areas will continue to see rapid growth and investment from both China and the US [1][9]. - The firm emphasizes a balanced global investment strategy, selecting companies with strong valuations and cash flows to mitigate risks while capitalizing on growth opportunities [9]. - The CEO highlighted the importance of major AI application platforms like Google, Apple, ByteDance, Tencent, and OpenAI, predicting that 2026 could be a pivotal year for AI agents [9]. Group 3: Recent Trading Activity - In Q4 2025, Jinglin Asset increased its holdings in Intel by 694,363 shares and in Futu Holdings by 139,473 shares, while also initiating a position in Broadcom [6]. - The firm significantly reduced its holdings in NVIDIA by 1.54 million shares and in Meta by 229,056 shares, alongside partial reductions in other stocks like TSMC and UnitedHealth [6].

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 0.04%, the Nasdaq up 0.9%, and the S&P 500 up 0.47% [1] - Major technology stocks saw significant gains, with Oracle rising over 9%, Microsoft and Broadcom up over 3%, and Nvidia and Meta up over 2% [1] Sector Performance - Cryptocurrency mining companies, precious metals, and non-ferrous metals led the gains, with Vista Gold up over 14%, Hut 8 up over 7%, and Pan American Silver up over 6% [1] - Other notable performers included Alcoa and Royal Gold, both rising over 5%, and Southern Copper up over 4% [1] - Retail and insurance brokerage sectors faced declines, with Macy's and Kohl's both down over 5%, and the American Reinsurance Group down over 2% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index rose 0.12%, with notable gains in Chinese concept stocks such as Kingsoft Cloud, Pony.ai, and JinkoSolar, which rose up to 3.79% [1] - Other gainers included Zai Lab up 2.44%, Huazhu up 1.66%, while companies like Yum China, XPeng, Ctrip, Bilibili, NIO, Li Auto, and New Oriental experienced declines, with New Oriental down 4.24% [1]

Market Overview - Technology stocks continue to support the rise of US markets, with the S&P 500 up 0.47%, Dow Jones up 0.04%, and Nasdaq up 0.90% [1] - Major tech companies like Microsoft rose over 3%, Nvidia up 2.5%, while Apple fell over 1% [1] - The chip index increased by over 1%, outperforming the market, with AMD and Broadcom both rising over 3% [1] Chinese Stocks - The Chinese concept stock index saw a slight increase, with Mingda Jiahe rising over 93%, Xuniao Software up over 48%, and Huami Technology up about 27% [2] - New Oriental experienced a decline of over 4% [2] Currency and Commodities - The US dollar index fell for two consecutive days, reaching a one-week low, while the offshore RMB broke the 6.92 mark for the first time in nearly three years [3] - Bitcoin dropped over 6% from its daily high, falling below $69,000, before slightly recovering [3] - Gold prices rose over 2%, surpassing $5,000, with silver prices increasing nearly 9% [3] Technology Developments - Elon Musk announced that SpaceX will shift its focus to building a "self-growing city" on the Moon before advancing its Mars plans [4] - Apple is reportedly planning to launch the iPhone Flip, prompting Samsung Display to consider expanding OLED panel production [5] - Altman stated that ChatGPT's growth has "recovered to over 10%" and plans to launch a new model this week [6] Semiconductor and Storage Market - Counterpoint reported that memory prices surged by 80%-90% quarter-on-quarter in Q1, marking a historic increase [7] - The price of general server DRAM significantly increased, with contract prices for 64GB RDIMM rising from $450 to over $900, with expectations to exceed $1,000 in Q2 [16] Energy Storage Innovations - A new compressed air energy storage compressor, developed by the Chinese Academy of Sciences, has achieved international leading levels, with over 100% increase in single-machine power [17] - This technology is expected to play a crucial role in supporting new energy systems and achieving carbon neutrality goals [17] Rare Earth Market - Prices of rare earth products have accelerated, with praseodymium-neodymium oxide and metal prices rising by 7.59% and 6.27% respectively [19] - The cumulative increase in praseodymium-neodymium oxide this year has reached 34% [19] Company Announcements - Zhongke Shuguang plans to issue convertible bonds to raise up to 8 billion yuan for AI-related projects [20] - Yuanjie Technology intends to invest 1.251 billion yuan in a semiconductor chip and device production base [20] - Hainan Mining plans to acquire a 69.9% stake in Fengrui Fluorine Industry [20]

Some of the winners from that rush into AI drove the market higher on Monday. Chip companies rose, for example, with Nvidia up 2.4% and Broadcom up 3.3%. They were two of the strongest forces pushing the S&P 500 upward.Kroger climbed 3.9% after the grocer named a former Walmart executive as its new chief executive officer.Transocean reversed an early loss and rose 5.9% after the offshore drilling company said it would buy Valaris in an all-stock deal valued at $5.8 billion. Valaris leaped 34.3%.On the losi ...

（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 ...