美股近期陷入了"基本面良好，技术面不佳"的窘境。 经历了上周五的大跌，在"长周末"归来后，本周第一个交易日美股暂时企稳。 截至美东时间17日收盘，标普500指数收涨7.05点，涨幅0.10%，报6843.22点；道琼斯工业平均指数收涨32.26点，涨幅0.07%，报49533.19点；纳斯 达克综合指数收涨31.713点，涨幅0.14%，报22578.384点。纳斯达克100指数收跌31.135点，跌幅0.13%，报24701.597点。 科技股涨跌不一，谷歌和微软跌超1%，谷歌C跌1.05%，微软跌1.11%，Meta跌0.08%，特斯拉跌1.63%，英伟达涨1.2%，苹果涨3.17%，亚马逊涨 1.19%。软件谷持续承压，AppLovin跌3.66%，赛富时跌2.86%，Datadog跌2.11%。 多位投行交易员和一线投资人士对第一财经表示，美股近期陷入了"基本面良好，技术面不佳"的窘境。简单而言，在去年10月标普触及6800点之 后，指数已在此横盘近半年，即使上周非农就业数据大超预期、消费者价格指数（CPI）降温，指数仍未能达到逃逸速度并突破7000水平，反而机 构投资者开始继续抛售科技股。可见，美股 ...

Core Insights - Google CEO Sundar Pichai announced that the annual developer conference, Google I/O, will be held from May 19 to 20 [1] - The event will take place at the company's headquarters in Mountain View, California, and will be live-streamed on the conference's official website [1] - Google is expected to announce updates on the Gemini large model and other artificial intelligence products, with a potential official release of its smart glasses [1]

责任编辑：王永生 根据美国证券交易委员会披露的信息，老虎环球管理公司（Tiger Global Management）和Adage Capital Partners等投资者在2025年第四季度减持了一些人工智能重量级公司的股票，其中包括英伟达和亚马 逊。 根据美国证券交易委员会披露的信息，老虎环球管理公司（Tiger Global Management）和Adage Capital Partners等投资者在2025年第四季度减持了一些人工智能重量级公司的股票，其中包括英伟达和亚马 逊。 一些主要投资者日益担心 "华丽七巨头"（包括Meta和微软）的估值已变得过高，而且它们在人工智能 技术上的巨额支出将无法带来足够的回报，而这些季度13-F文件让人们了解了这些投资者的反应。 老虎环球在第四季度将其持有的微软股票从截至2025年9月30日的650万股减少到547万股。但该对冲基 金仍是微软最大的投资者之一，持股价值达 26 亿美元。老虎对亚马逊的持股也进行了较小规模的减 持，减持幅度为 9.35%，截至 2025 年底，亚马逊持股为 1，000 万股，价值 23 亿美元；老虎还减持了 英伟达的持仓，目前价值 2 ...

Hello and welcome to Market Domination Overtime. Let's get to Yahoo Finance's Jared Blickery with all the trading action. Jared, >> thank you Josh.Uh photo finish for the majors here. Dow just ekking out a very, very small win. 32 points or about seven basis points.You can see the very choppy intraday action behind me there. Here's a Nasdaq Composite up a tiny bit more, 14 basis points and a very similar chart. And the S&P 500 uh finishing up onetenth of 1%.And let me just show you a year-to- date real quic ...

●周二油价下跌，伊朗称与美国核谈取得进展 来源：芝麻AI 一、市场: ●2月18日收盘：美股小幅收高 金融股推动股指反弹 北京时间2月18日凌晨，美股周二小幅收高，受金融股涨幅支撑，主要股指在上周下挫后重新站稳，但 软件股普遍下跌限制涨幅。道指、纳指、标普500指数均小幅上涨。投资者从软件股撤出转买金融股， 花旗、摩根大通股价上涨，而多只软件股下跌。软件行业受打击源于市场担忧人工智能取代特定软件提 供商。市场对人工智能颠覆的担忧此前已影响多行业，标普500等指数上周下跌。美银调查显示投资者 增持股票触发逆向卖出信号。投资者本周关注通胀信息及美联储会议纪要，美联储官员评估人工智能影 响，巴尔称利率应保持稳定。 [1] ●2月18日美股成交额前20：英伟达与Meta达成长期芯片供应协议 周二美股成交额前 20 名中，英伟达收高 1.18%，与 Meta 达成长期协议，将售数百万芯片；特斯拉收跌 1.63%，其无人驾驶出租车运营 8 个月发生 14 起事故；苹果收高 3.17%，正加速开发三款新型可穿戴设 备，收盘后伯克希尔哈撒韦减持其股份；亚马逊收高 1.19%，此前九连跌，收盘后伯克希尔哈撒韦减 持，潘兴广场资 ...

Investors are no longer shunning longer-term U.S. debt as AI fears rattle investors. - AFP via Getty Images The S&P 500 index on Tuesday finished only about 1.9% off its record close from late January, getting an afternoon boost from a bounce in tech stocks after a brutal patch. Concerns around AI no longer are limited in scope to potential overspending on artificial intelligence from a small group of high-flying tech companies. There’s now also plenty of angst around AI threatening to make whole industr ...

Market Overview - Stocks showed a mixed performance with the Dow Jones Industrial Average up by about 18 basis points, NASDAQ Composite increasing by approximately 0.33%, and S&P 500 rising by 0.3% [2][4] - The Russell 2000 index also climbed into positive territory, reflecting a broader market recovery [3] - The bond market remained stable, with the 30-year T-bond yield down to 4.69% and the 10-year yield around 4.06% [3] Sector Performance - Financials led the large-cap sectors, with notable gains from JP Morgan (up 1.5%), Goldman Sachs, and American Express [4][8] - The technology sector saw mixed results, with Nvidia up nearly 2% and Apple rebounding by 3.76%, while Tesla and other mega-cap tech stocks faced declines [5][6] - Defensive sectors like staples, energy, and materials experienced losses of over 1% [4] Investment Sentiment - Investor sentiment is characterized as cautious, with a significant sector rotation observed from software to hardware and safer areas like materials and energy [10][11] - Small and mid-cap stocks are expected to show greater earnings growth compared to large caps, driven by AI infrastructure and other growth areas [18] BHP Financial Results - BHP reported a 22% increase in first-half profit, with copper now accounting for over 50% of its core earnings, indicating a strategic pivot towards copper production [33][34] - The company plans to increase copper production guidance for this year and next, capitalizing on strong copper prices [36] - BHP's operational performance remains robust, with record production and shipment in iron ore alongside copper growth [36][45] Copper Market Dynamics - The demand for copper is expected to grow significantly, driven by energy transition and digitization, with projections of a 70% increase over the next 25 years [38] - Supply challenges are anticipated due to lower grades and the complexity of new projects, enhancing the demand-supply dynamics for copper [39] Gold and Byproducts - BHP's copper deposits also yield significant byproducts, including gold, which contributed around $2 billion to earnings in the last half [41] - The company is actively seeking to unlock additional value from its portfolio, including a recent $4.3 billion silver stream agreement [42] Iron Ore Negotiations - BHP is engaged in tough negotiations with China's state-owned iron ore buyer but has managed to maintain strong production and price realization [45]

Group 1 - The technology sector experienced a general decline, with major stocks such as Tesla, Micron Technology, Google, Nvidia, and Meta all reporting significant drops in their share prices [2] - Tesla (TSLA.US) fell over 3%, while Micron Technology (MU.US) and Google (GOOG.US, GOOGL.US) both decreased by more than 2% [2] - Nvidia (NVDA.US) and Meta (META.US) saw declines of over 1% [2] Group 2 - The overall U.S. stock market also declined, with the Nasdaq Composite dropping over 0.8%, the S&P 500 falling more than 0.6%, and the Dow Jones Industrial Average decreasing by 0.5% [2]

Group 1 - Alphabet will host its annual developer conference, Google I/O, on May 19 and 20, 2025, at its headquarters in Mountain View, California, with streaming available on the conference's website [1] - CEO Sundar Pichai announced the conference dates via an X post [1] Group 2 - The company is expected to announce updates to its Gemini models and other artificial intelligence products, as well as potentially reveal its smart glasses model [2] - Google plans to launch its first AI glasses in 2026, following the trend of increasing popularity in smart glasses, particularly after the success of Meta's Ray-Bans [2] - Sales of Meta AI glasses have more than tripled in 2025, with over 7 million units sold, according to Ray-Ban maker EssilorLuxottica [2] Group 3 - At Google I/O 2025, the company announced a smart glasses partnership with Warby Parker [3]

Alphabet self-driving unit Waymo on Tuesday defended its use of remote assistance personnel in the face of questions from Congress and said they have never been used to move robotaxis in on-road opera... ...