据报道，近日，高毅资产披露2025年末的美股持仓情况显示，高毅资产在美股市场持有13家公司的股 票，总市值超过6亿美元。数据显示，高毅资产去年四季度加仓了拼多多、贝壳等中概股，并且新进买 入了逸仙电商。截至2025年末，高毅资产美股持仓的前十大重仓股分别为华住酒店集团、拼多多、谷 歌、百胜中国、贝壳、雾芯科技、网易、爱奇艺、台积电和ISHARES TR，中概股占据主导地位。 0:00 ...

北京时间2026年2月13日凌晨，美国股市收盘的钟声敲响，但带来的不是平静，而是一片刺眼的红色。 道琼斯工业指数下跌669.42点，跌幅定格在1.34%，报收于49451.98点。 以科技股为主的纳斯达克综合指数遭遇了更猛烈的抛售，暴跌469.32点，跌幅高达 2.03%，收于22597.15点。 标普500指数也未能幸免，下跌108.71点，跌幅1.57%，报6832.76点。 这不仅仅是数字的下跌。 整个市场超过4100只股票收跌，上涨的股票寥寥无几。 交易员们盯着屏幕，看着三大指数从开盘的普遍上涨，一步步演变成盘中 跳水，尾盘加速下跌的"高开低走"惨剧。 纳斯达克指数开盘时还上涨了0.38%，但盘中越走越低，最终以大跌收盘。 标普500指数开盘上涨0.40%，却在盘 中经历了两次明显的跳水。 市场的恐慌情绪像病毒一样蔓延。 投资者开始疯狂抛售手中的资产，尤其是那些曾经备受追捧的科技股和成长股。 衡量市场恐慌程度的VIX指数大幅飙 升，显示市场避险情绪急剧升温。 这种抛售不是针对某一家公司，而是席卷了整个市场，从科技巨头到传统行业，几乎无一幸免。 在众多下跌的板块中，有色金属和贵金属板块的崩盘尤为惨烈。 ...

这场风暴的起点，可以精确到北京时间2月13日凌晨。 当时钟的指针划过零点，纽约交易所的电子屏上开始闪现一片刺眼的红色。 道琼斯工业平均指数率先跳水，紧接着，以科技股为主的纳斯达克综合指数像 断了线的风筝一样直线下坠。 截至当天收盘，道指暴跌669.42点，跌幅达到1.34%，报收于49451.98点。 纳斯达克指数的跌幅更为惨烈，全天下跌469.32点，跌幅高达2.03%，收于22597.15点。 标普500指数也未能幸免，下跌108.71点，跌幅1.57%，报6832.76点。 2026年2月13日，星期四，对于全球金融市场而言，这是一个被载入史册的"黑色星期四"。 当中国投资者还在睡梦中时，大洋彼岸的美国华尔街已经上演了一场惊心动魄的资产抛售潮。 | 序号 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 1 | SImain | 白银期货主连 (2603) | 75.770 | -8.150 | -9.7 | | 2 | SILmain | 微白银期货主连(2603) | 75.775 | -8.145 | -9. ...

中国基金报记者张舟 大家好，今天是周六，一起聚焦海外市场最新收盘表现与本周整体走势。 美东时间2月13日收盘，美国股市涨跌不一，大型科技股下跌，中概股涨跌互现。 截至收盘，道琼斯工业平均指数涨0.1%，报49500.93点；标普500指数涨0.05%，报6836.17点；纳斯达克综合指数涨0.22%，报22546.67点。 从周度表现看，三大指数集体累跌。其中，纳指累跌2.1%，道指累跌1.23%，标普500指数累跌1.39%。 板块方面，美股大型科技股下挫，万得美国科技七巨头指数跌1.31%。 | 序号 | | 名称 | 现价 | 涨跌 涨跌幅 | | 总市值1 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | NVDA | 英伟达(NVIDIA) | 182.785 | -4.155 -2.22% | | 44416亿 | | വ | AAPL | 苹果(APPLE) | 255.790 | -5.940 -2.27% | | 37551亿 | | 3 | GOOG | 谷歌(ALPHABET)-C | 306.020 | -3.350 -1.08 ...

经济观察网 贝壳-W（02423.HK）近期股价呈现调整态势。2026年2月13日，股价收报46.26港元，单日 下跌4.62%，盘中最低触及45.28港元，成交额约8.14亿港元，量比达2.03显示交投活跃。近5个交易日 （2月9日至13日），股价累计下跌3.50%，区间振幅为9.60%，同期恒生指数下跌1.72%。美股贝壳 （BEKE.N）同样承压，2月13日收于17.44美元，单日跌1.64%，近5日累计跌6.79%。股价波动主要受市 场对业绩预期、行业竞争及政策环境的担忧影响。 2026年初贝壳多项动态引发关注。公司计划于2026年3月1日起调整人才流转规则，取消经纪人在品牌和 地域间的流动限制，以提升运营灵活性。行业层面，2025年12月贝壳因网络信息合规问题被北京市住建 委等部门约谈，要求清理违规内容，合规成本上升；同时，多地农信系统及银行推出房产直售模式 （如"30天成交周期+价格低于市场10%-15%"），分流传统中介客户，直接冲击贝壳核心业务。内部管 理方面，2025年11月公司被曝裁员百余人，并因"搏学大考"收费争议引发经纪人不满，加剧市场对基层 稳定性的担忧。 财报分析 贝壳2025年第 ...

Group 1 - Gold and silver prices experienced significant declines, with spot gold dropping over 3% and spot silver's intraday decline reaching 11% [1][3] - Major U.S. tech stocks saw widespread declines, with Apple down 5%, Broadcom down over 3%, and Amazon, Meta, and Tesla down over 2%. Nvidia fell over 1%, while Google's A shares saw a slight decrease [3] - Concerns have arisen among investors regarding the impact of newly launched AI tools on various sectors, including software companies, publishers, and financial services, as these tools may replicate business models or erode profit margins [3] Group 2 - As of the latest update, gold prices rebounded, with spot gold reported at $4,979.69 per ounce and spot silver at $76.65 per ounce [4] - The London gold price showed fluctuations, with a recent buy price of $4,912.80 and a sell price of $4,980.36, indicating a 1.25% change [5]

经济观察网 贝壳-W（02423.HK）近期股价出现逆市下跌，主要受业绩承压、行业竞争加剧、内部管理 波动及政策环境不确定性等多重因素影响。 2026年房地产政策虽以"稳预期"为主基调，但行业整体仍处于筑底阶段，机构预测贝壳2025年第四季度 收入可能同比下滑。市场关注其能否在传统业务收缩背景下，通过AI赋能与新业务拓展实现有效转 型。 业绩经营情况 以上内容基于公开资料整理，不构成投资建议。 2025年第三季度，贝壳净收入同比仅增长2.1%至231亿元，净利润同比大幅下降36.1%至7.47亿元，经调 整净利润也同比减少。尽管家装、租赁等新兴业务收入占比提升，但传统新房业务交易额同比下降，存 量房业务增速放缓，叠加毛利率下滑，导致整体盈利能力减弱。市场担忧其核心中介业务面临结构性挑 战。 行业政策与环境 2025年12月，贝壳因网络乱象被北京市住建委等多部门联合约谈，要求清理违规信息，处置违规账号及 直播间，合规成本上升。同时，多地农信系统及银行启动房产直售模式，以"30天成交周期+价格低于 市场10%-15%"的优势分流中介客户，直接冲击贝壳传统业务模式。此外，公司首个自操盘项目"金融城 ·贝宸S1"去化 ...

每经AI快讯，当地时间2月12日，中概股普遍下跌，纳斯达克中国金龙指数跌2.97%。个股方面，腾讯 音乐跌超10%，贝壳跌近6%，爱奇艺跌超5%，哔哩哔哩跌近5%，世纪互联涨超3%，金山云涨逾2%。 ...

Group 1 - The Nasdaq China Golden Dragon Index (HXC) fell by 3% on February 13, indicating a general decline in popular Chinese concept stocks [1][8] - Among the stocks that rose, Chunghwa Telecom increased by 0.82% and Huazhu Hotels Group rose by 0.23% [2][8] - Notable declines included TSMC down 1.60%, Alibaba down 3.40%, Pinduoduo down 4.16%, and Baidu down 4.64% [2][8] Group 2 - The US stock market closed lower on Thursday, with technology stocks leading the decline; the Nasdaq dropped over 2% [2][8] - The Dow Jones Industrial Average fell by 669.42 points, a decrease of 1.34%, closing at 49,451.98 points [2][8] - The S&P 500 index declined for the third consecutive trading day, dropping by 108.71 points or 1.57%, to close at 6,832.76 points [2][8] Group 3 - The list of top gainers included companies like Wu Xin Holdings, which surged by 36.29%, and Jiuzi New Energy, which rose by 31.93% [3][9] - Conversely, significant losers included Tencent Music down 10.57% and GMM down 17.43% [6][11]

Market Overview - The U.S. stock market showed mixed results with the Dow Jones up by 0.46%, while the Nasdaq fell by 0.31% and the S&P 500 increased by 0.09% [1] - Major tech stocks experienced varied performance, with Nvidia rising by 0.7% and Amazon and Apple both declining by over 1% [3] Semiconductor Sector - Storage concept stocks continued to perform well, with Seagate Technology rising by 11%, Western Digital by over 8%, SanDisk by over 8%, and Micron Technology by over 3% [3] - Micron Technology announced that its new NAND flash wafer plant is on track to begin shipments in the second half of 2028, with HBM4 customer shipments expected to increase in the first quarter of 2028, one quarter ahead of schedule. The CFO indicated that market demand exceeds supply, and this tight supply situation is expected to persist until after 2026 [3] Retail Sector - Major U.S. retailers saw collective gains, with Walmart rising over 2% to reach a historical high, Macy's up nearly 4%, Kohl's up nearly 3%, and Ross Stores up over 2% [4] - McDonald's reported a 9.5% year-over-year revenue increase to $7 billion for the fourth quarter, with adjusted earnings per share of $3.12, exceeding expectations [4] Software Sector - Software stocks faced significant sell-offs, with Cisco's stock plummeting over 9%, marking its largest drop in 2023. Despite an increase in AI demand leading to an upward revision of annual guidance, the gross margin guidance for the current quarter fell short of expectations [4] - Other software stocks showed mixed results post-earnings, with Fastly surging over 60%, HubSpot up over 10%, and Applovin dropping over 14% [4][5] Chinese Stocks - Chinese stocks listed in the U.S. experienced a collective decline, with the Nasdaq Golden Dragon China Index falling by 1.4%. Tencent Music dropped nearly 6%, while other companies like Huya, Boss Zhipin, and Beike fell over 4% [6] Commodity Market - Precious metals saw a decline, with spot gold down by 0.37% at $5065 per ounce and spot silver down by 1.43% at $83 per ounce [8] - International oil prices also fell, with Brent crude futures down about 1% to $68.75 per barrel and WTI crude futures down about 1% to $63.99 per barrel [8] Cryptocurrency Market - The majority of cryptocurrencies saw an increase, with Bitcoin rising by 0.96%, remaining below $68,000. In the last 24 hours, 118,000 individuals experienced liquidations [10][11]