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深度|黄仁勋对话Cisco CEO:未来十年算力将提升100万倍;写代码只是打字,领域知识才是你的“超级力量”
Sou Hu Cai Jing· 2026-02-15 09:00
黄仁勋:对,对。并且要意识到你是多么幸运。 图片来源:Cisco AI Summit Z Highlights 本次对话发生在 2026 年 2 月 4 日的 Cisco AI Summit 现场。 NVIDIA 创始人黄仁勋在结束了为期两周、跨越亚洲五个城市的紧凑行程后,作为压轴嘉宾登场。 在与 Cisco CEO Chuck Robbins 的对谈中,他在轻松的氛围下分享了对计算范式重构、企业 AI 转型以及 " 物理 AI" 未来的深刻洞见。 开启计算新纪元:从显式到隐式的跨越 Chuck Robbins:我感觉我这工作就像在陪酒。 黄仁勋:首要原则是"不造成伤害"。 Chuck Robbins:"不造成伤害"? Chuck Robbins:没错。首先,感谢大家在这个漫长的一天来到这里。我们从今天清晨就开始了,我们迎来了一个又一个的讲演者,然后我们休息了大约两 个半小时,现在大家又回来见你了。 黄仁勋:我从凌晨一点就起床了。 Chuck Robbins:这位老兄正处于为期两周的亚洲五城之旅的尾声。 黄仁勋:一天前我还在中国台湾,昨晚在休斯顿,现在我在这儿。 Chuck Robbins:他已经离家两周了, ...
深度|黄仁勋对话Cisco CEO:未来十年算力将提升100万倍;写代码只是打字,领域知识才是你的“超级力量”
Z Potentials· 2026-02-15 03:06
图片来源: Cisco AI Summit Z Highlights 本次对话发生在 2026 年 2 月 4 日的 Cisco AI Summit 现场。 NVIDIA 创始人黄仁勋在结束了为期两周、跨越亚洲五个城市的紧凑行程后,作为压轴嘉宾登 场。在与 Cisco CEO Chuck Robbins 的对谈中,他在轻松的氛围下分享了对计算范式重构、企业 AI 转型以及 " 物理 AI" 未来的深刻洞见。 开启计算新纪元:从显式到隐式的跨越 Chuck Robbins: 我感觉我这工作就像在陪酒。 我们正从过去的 " 显式编程 " 转向 " 隐式编程 " 。 不再是编写程序通过 API 传递变量,而是向计算机传达意图,让它自动解决问题。 摩尔定律 10 年提升 100 倍,而 AI 10 年提升 100 万倍。企业应假设算力是无限且光速的,并以此心态去重新解决公司内部最有影响力、最困难的核 心工作。 在初期很难论证新技术的 ROI 。 企业应允许员工在安全环境下实验各种模型。创新并不总是在掌控下的,过度追求控制会导致平庸,你应该施加影 响而非强加控制。 写代码本质上只是打字,是一种会被 AI 取代的 " 商 ...
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
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。 ...
Tech Sell-Off Deepens Despite Cooling Inflation: Apple Tumbles 5% as AI Fears Rattle Wall Street
Stock Market News· 2026-02-13 21:07
U.S. equity markets extended their slide on Friday, February 13, 2026, as a deepening sell-off in the technology sector overshadowed a surprisingly cool inflation report. Despite data showing that price pressures are easing faster than economists anticipated, investor anxiety regarding the long-term profitability of artificial intelligence (AI) and a significant technical setback for the world’s largest company sent major indexes into the red for a second consecutive session.Major Market Indexes Performance ...
Jobs Up, Inflation Down, Yet Stocks Barely Moved: This Week On Wall Street - Cisco Systems (NASDAQ:CSCO), Ford Motor (NYSE:F)
Benzinga· 2026-02-13 21:01
Wall Street got the kind of macro backdrop investors typically celebrate—solid job growth and easing inflation — yet stocks struggled to gain traction as concerns over tech costs and margin pressure capped enthusiasm.January Jobs Report Beats ExpectationsThe U.S. economy added 130,000 nonfarm payrolls in January, well above expectations of 70,000. Private employers accounted for 172,000 of those jobs, the strongest gain since December 2024. Government payrolls dropped by 42,000, the fourth consecutive month ...
Cisco Systems Below $82? Buy Now, It Won’t Last—$182 Is Coming
Yahoo Finance· 2026-02-13 19:01
Cisco logo centered in a blue-lit data center aisle with glowing server racks, representing AI networking growth. Key Points Cisco is well-positioned to benefit from a multi-year tech refresh cycle. AI underpins the need for newer, faster, more efficient networking and connectivity solutions. Analysts and institutions support this market: dividends, distribution growth, and buybacks attract buy-and-hold investors. Interested in Cisco Systems, Inc.? Here are five stocks we like better. It is a bold ...
Cisco Systems Reports Lower Free Cash Flow - But, Is CSCO Stock a Buy Here?
Yahoo Finance· 2026-02-13 18:07
Cisco Systems (CSCO) reported positive free cash flow (FCF) for the latest quarter ending Jan. 24, 2026, albeit lower than last year. Nevertheless, its FCF margin is still strong, and despite higher capex, management's guidance was for higher earnings. As a result, analysts have higher target prices for CSCO stock. For example, Yahoo! Finance now reports that the average of 26 analysts' price targets is $87.86. That's 14% higher than today's price. More News from Barchart CSCO is trading at $76.87, down ...
Where Will Cisco (CSCO) Stock Be in 5 Years?
247Wallst· 2026-02-13 16:15
Where Will Cisco (CSCO) Stock Be in 5 Years? - 24/7 Wall St.[S&P 5006,854.40 +0.10%][Dow Jones49,563.00 +0.14%][Nasdaq 10024,756.20 -0.01%][Russell 20002,658.83 +1.65%][FTSE 10010,450.20 +0.14%][Nikkei 22557,428.00 +0.72%][Stock Market Live February 13, 2026: S&P 500 (SPY) Fighting to Go Green][Investing]# Where Will Cisco (CSCO) Stock Be in 5 Years?### Quick ReadAfter some share-price ups and downs, Cisco Systems (CSCO) now trades at a fairly reasonable 21.44 times historic earnings.Cisco reported a respec ...
科技股下跌拖累指数
Xin Lang Cai Jing· 2026-02-13 15:24
美股周五早盘,避险情绪主宰市场,科技股拖累主要股指走低。苹果(AAPL -0.8%)和思科(CSCO -1.2%)领跌,而应用材料(AMAT +9.9%)因乐观的AI工具指引上涨,Pinterest(PINS -20.8%)因疲 软前景暴跌。 责任编辑:张俊 SF065 美股周五早盘,避险情绪主宰市场,科技股拖累主要股指走低。苹果(AAPL -0.8%)和思科(CSCO -1.2%)领跌,而应用材料(AMAT +9.9%)因乐观的AI工具指引上涨,Pinterest(PINS -20.8%)因疲 软前景暴跌。 责任编辑:张俊 SF065 ...
Stock Futures Mixed as Investors Await Key Inflation Data for Market Direction
Stock Market News· 2026-02-13 14:07
U.S. stock futures were mixed in premarket trading on Friday, February 13th, 2026, as investors cautiously awaited the release of key inflation data that is expected to provide further clues on the Federal Reserve's future monetary policy path. The market is coming off a broad sell-off in the previous session driven by concerns over the disruptive potential of artificial intelligence on various industries.Market Indexes Brace for Inflation ReportFutures contracts for the Dow Jones Industrial Average (INDU) ...