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中概股涨跌不一,纳斯达克中国金龙指数跌0.10%
Mei Ri Jing Ji Xin Wen· 2026-02-17 22:25
每经AI快讯,2月18日,中概股涨跌不一,纳斯达克中国金龙指数跌0.10%。个股方面禾赛科技涨近 4%,华住集团涨近3%,中通快递涨超2%,好未来、腾讯音乐跌逾3%,金山云、贝壳跌逾2%。 ...
高毅资产美股持仓曝光!加仓拼多多、贝壳等
Ge Long Hui· 2026-02-15 08:04
截至去年末,高毅资产持有拼多多133.3万股,相较于去年三季度末大手笔增持了62.9万股。 美股频道更多独家策划、专家专栏,免费查阅>> 责任编辑:钟离 从前十大持仓股情况来看,中概股是其布局重点,而且去年四季度高毅资产还加仓了拼多多、贝壳等中 概股,并且新进买入了逸仙电商。 美国证券交易委员会公开资料显示,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。 近日,高毅资产在美国证券交易委员会(SEC)公布了2025年末的美股持仓情况。 数据显示,截至2025年末,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。 ...
2026年互联网大厂春节放假大比拼,最高17天假。
猿大侠· 2026-02-15 04:11
以下文章来源于数据结构和算法 ,作者博哥 数据结构和算法 . --------------下面是今天的算法题-------------- 来看下今天的算法题,这题是LeetCode的第 3637题:三段式数组 I,难度是简单。 《算法秘籍》作者王一博,专注于互联网大厂热点事件和算法题讲解。 春节临近,离过年还不到半个月了,很多大厂也都公布了今年春节的放假安排,大多数都是中规中 矩,按照国家法定节假日放,今年的春节假国家规定是9天。 也有一些大厂会有10到12天的假期,其中最多的是58同城,假期多达17天,不过有不少网友评论 说58的假是用年假换的。但不管怎么说,今年还算是比较满意,我工作十多年,之前一直都是7 天,今年是第一次放9天,一般情况下年前都会请假的,春节在家待个十几天也够了,希望每年的 春节也不要低于9天。 | 公司 | 放假时间 | 天数 | | --- | --- | --- | | 腾讯 | 2月14日-2月23日 | 10天 | | 阿里巴巴 | 2月15日-2月23日 (法定) | 9天 | | 字节跳动 | 2月15日-2月23日 (法定) | 9天 | | 百度 | 2月15日-2月2 ...
高毅资产去年四季度加仓 拼多多、贝壳等
Mei Ri Jing Ji Xin Wen· 2026-02-15 03:37
Core Insights - Gao Yi Asset disclosed its US stock holdings as of the end of 2025, indicating a total market value exceeding 600 million USD across 13 companies [2] - The firm increased its positions in Chinese concept stocks such as Pinduoduo and Beike in the fourth quarter of the previous year, and initiated a new investment in Yixian E-commerce [2] - The top ten holdings of Gao Yi Asset in the US stock market include Huazhu Group, Pinduoduo, Google, Yum China, Beike, Wuxi AppTec, NetEase, iQIYI, TSMC, and ISHARES TR, with Chinese concept stocks dominating the portfolio [2]
中概股全线走低、美股全线大跌,有色金属、半导体芯片、苹果重挫
Sou Hu Cai Jing· 2026-02-14 04:30
Market Overview - The US stock market experienced a significant decline, with the Dow Jones Industrial Average dropping 669.42 points (1.34%) to close at 49,451.98 points, the Nasdaq Composite falling 469.32 points (2.03%) to 22,597.15 points, and the S&P 500 decreasing by 108.71 points (1.57%) to 6,832.76 points [1][2][3] Market Sentiment - Over 4,100 stocks declined, indicating widespread market panic as investors rushed to sell assets, particularly in the tech and growth sectors. The VIX index surged, reflecting heightened risk aversion [2][3] Sector Performance - The sell-off affected nearly all sectors, with notable declines in precious metals and semiconductor stocks. The precious metals sector saw significant drops, with gold futures down 3.08% and silver futures plummeting 10.62% [4][5][6][8] - The Philadelphia Semiconductor Index fell by 2.5%, with individual stocks like AEHR Test Systems down 17.58% and Intel down over 3% [8][10] Major Companies - Apple Inc. experienced a substantial drop of 5.00%, resulting in a market cap loss of over $120 billion, attributed partly to regulatory concerns [12] - Other major tech companies also faced declines, with Tesla down 1.62%, Amazon down 2.20%, and Meta Platforms down nearly 3% [12] Financial Sector - Bank stocks fell across the board, with JPMorgan Chase down over 2%, Goldman Sachs down over 4%, and Citigroup down over 5%, driven by concerns over AI disrupting traditional wealth management [13][14] Economic Indicators - Recent economic data, including a drop in initial jobless claims and lower-than-expected existing home sales, contributed to market anxiety about potential economic overheating and prolonged high interest rates [24][25][26] Global Market Impact - The sell-off in the US markets had a ripple effect on global markets, with European indices also closing lower after initially opening higher, indicating a widespread sentiment of fear [18][19][20] AI Concerns - The market's decline was exacerbated by fears regarding the disruptive impact of AI technologies on various industries, leading to significant stock price drops in sectors perceived to be at risk [21][22][30] Storage Chip Sector - In contrast to the overall market trend, storage chip stocks saw gains, with companies like SanDisk and Seagate Technology rising significantly, reflecting a belief that AI's growth will increase demand for data storage [29]
晚间暴雷!黄金、白银、原油、美股全线崩盘,42只中概集体下跌
Sou Hu Cai Jing· 2026-02-14 04:22
Market Overview - On February 13, 2026, a significant asset sell-off occurred in global financial markets, particularly impacting U.S. stock indices. The Dow Jones Industrial Average fell by 669.42 points (1.34%) to close at 49,451.98, while the Nasdaq Composite Index dropped 469.32 points (2.03%) to 22,597.15. The S&P 500 Index also declined by 108.71 points (1.57%) to 6,832.76 [1]. Commodity Market Impact - The sell-off extended to the commodity markets, with gold and silver experiencing substantial declines. COMEX gold futures fell by 3.08% to $4,941.4 per ounce, while COMEX silver futures plummeted by 10.62% to $75.01 per ounce [2][3]. Technology Sector Reaction - Major technology companies were severely affected, with Apple’s stock price dropping by 5%, resulting in a market value loss of over $120 billion (approximately 800 billion RMB). Other tech giants like Microsoft, Amazon, Tesla, Meta, and Nvidia also saw significant declines [3][4]. Chinese Concept Stocks - The Nasdaq Golden Dragon China Index, which includes many Chinese concept stocks, fell by 3% on the same day, indicating a collective sell-off in this sector. Over 40 Chinese concept stocks experienced substantial declines, with Tencent Music down 10.57% and Alibaba down 3.40% [3][4][6]. Employment Data Influence - The catalyst for this market turmoil was a strong U.S. employment report released on February 11, showing a non-farm payroll increase of 130,000 in January, significantly above the expected 70,000. This led to a shift in market expectations regarding Federal Reserve interest rate cuts, with the probability of a March rate cut dropping from 19.6% to 6% [5][6]. Capital Expenditure Concerns - Major tech companies announced aggressive capital expenditure plans for 2026, with Alphabet projecting $175 billion to $185 billion and Amazon estimating $200 billion, both nearly doubling their 2025 expenditures. This raised investor concerns about the return on such investments, especially as many companies reported record profits but saw stock price declines [10][11]. Market Sentiment and Volatility - The market's fear and volatility increased sharply, with the VIX index rising significantly. The sell-off was exacerbated by algorithm-driven trading, which triggered stop-loss orders and led to extreme price movements [15][16][17]. Global Market Impact - The financial turmoil that began in Wall Street quickly spread to global markets, with Asian and European stock markets opening lower in response to the U.S. declines [18].
凌晨重磅!黄金、白银,突然暴涨
Xin Lang Cai Jing· 2026-02-14 01:55
Market Performance - On February 13, the US stock market showed mixed results, with large tech stocks declining while Chinese concept stocks had varied performances [2] - The Dow Jones Industrial Average rose by 0.1% to close at 49,500.93 points, the S&P 500 increased by 0.05% to 6,836.17 points, and the Nasdaq Composite gained 0.22% to 22,546.67 points. However, all three indices experienced weekly declines, with the Nasdaq down 2.1%, the Dow down 1.23%, and the S&P 500 down 1.39% [3] Individual Stock Performance - Major tech stocks saw declines, with NVIDIA down 2.22% to $182.785, Apple down 2.27% to $255.790, and Google down 1.08% to $306.020. Microsoft fell slightly by 0.18% to $401.100, while Amazon decreased by 0.44% to $198.730. Meta Platforms dropped by 1.55% to $639.760, while Tesla saw a slight increase of 0.11% to $417.530 [4] - In the Chinese concept stock market, Tencent Music rose over 4%, while Alibaba fell over 2%, and JD Group, Baidu Group, Beike, and Li Auto all dropped by more than 1% [6] Commodity Market - Spot gold prices increased by 2.41% to a high of $5,046.261 per ounce, currently trading at $5,042.808 per ounce [8] - Spot silver prices also rose, breaking the $79 per ounce mark with a daily increase of 2.81% [8] - Gold futures contracts rose by 1.4% this week, marking an upward trend in 8 out of the last 10 weeks [9] - Silver futures contracts increased by 1.5% this week, ending a two-week decline and showing an upward trend in 11 out of the last 15 weeks [11] Market Insights - NVIDIA's CEO Jensen Huang addressed concerns about excessive spending in data centers, asserting that spending levels are reasonable and sustainable. He emphasized the growing utility and functionality of artificial intelligence, dismissing the recent sell-off in software stocks as "the most illogical thing in the world" [5] - Despite volatility in the precious metals market, demand for safe-haven assets continues to support rising gold and silver prices, according to a report by Antonio Di Giacomo from XS.com [10]
贝壳-W股价近期调整,受业绩预期与行业竞争影响
Jing Ji Guan Cha Wang· 2026-02-13 22:39
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 ...
黄金白银深夜重挫!苹果等大跌!
Sou Hu Cai Jing· 2026-02-13 04:23
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]
贝壳-W股价逆市下跌,业绩承压与行业竞争加剧成主因
Jing Ji Guan Cha Wang· 2026-02-12 22:17
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 ...