纳斯达克金龙中国指数收涨0.87%，热门中概股里，理想收涨2.9%，比亚迪、阿里巴巴涨超2%，蔚来、 小鹏、新东方、京东涨超1%，腾讯跌1.4%，美团跌2.8%。 格隆汇2月11日｜美股三大指数收盘涨跌不一，道指涨0.1%，纳指跌0.59%，标普500指数跌0.33%，大 型科技股有涨有跌，甲骨文涨超2%，特斯拉涨超1%，谷歌、博通跌超1%。 住宅施工、铁路运输、旅游酒店涨幅居前，万豪酒店涨超8%，希尔顿酒店涨超3%，联合太平洋涨超 2%。存储概念股、加密货币概念股跌幅居前，西部数据跌超8%，闪迪跌超7%，希捷科技跌超6%， Strategy跌近4%，Coinbase跌超2%。 ...

美国商务部长卢特尼克承认曾到访爱泼斯坦私人岛屿 全球财经媒体昨夜今晨共同关注的头条新闻主要有： 特朗普政府商务部长霍华德・卢特尼克周二承认，多年前他曾与家人在臭名昭著的性犯罪者杰弗里・爱 泼斯坦的私人岛屿上共进午餐。 "2012 年家庭度假时，我坐船途经那里，确实和他一起吃了午饭。" 卢特尼克在参议院拨款委员会作证 时说。 1、美国商务部长卢特尼克承认曾到访爱泼斯坦私人岛屿 2、附加新条款后 欧洲议会更接近批准美欧贸易协议 3、Alphabet 24小时发债募资近320亿美元 百年英镑债获近十倍超额认购 4、特斯拉领导层最新变动 任命欧洲高管负责全球电动汽车销售 5、阿布扎比MGX接近达成协议 拟参投Anthropic逾200亿美元融资轮 6、 美国考虑扣押运载伊朗石油的油轮以向德黑兰施压 "我妻子、四个孩子和保姆都在，还有另一对夫妇和他们的孩子也一起去了。" 附加新条款后 欧洲议会更接近批准美欧贸易协议 随着资深议员同意在计划于本月进行的投票前对相关内容进行调整，欧洲议会距离批准与美国的贸易协 议更近一步。 欧洲议会贸易委员会成员周二确认，他们将于2月24日进行表决。他们还同意在协议中加入一项日落条 款—除 ...

Core Viewpoint - Google provided extensive personal data of a student and journalist to U.S. Immigration and Customs Enforcement (ICE) in response to an administrative subpoena that lacked judicial approval [1][2]. Group 1: Data Provided - Google handed over usernames, physical addresses, IP addresses, phone numbers, subscriber numbers, identities, and financial information linked to Amandla Thomas-Johnson's account [2]. - The data transfer occurred shortly after Cornell University informed Thomas-Johnson that his student visa had been revoked [3]. Group 2: Nature of the Subpoena - The subpoena included a gag order and did not specify the justification for ICE's request for personal data [3]. - Administrative subpoenas are issued by federal agencies without judicial oversight and can request identifiable information but not the contents of emails or online searches [5]. Group 3: Broader Implications - This incident exemplifies the U.S. government's use of administrative subpoenas to obtain data from tech companies regarding individuals critical of the government, including those involved in protests [4]. - The Electronic Frontier Foundation has urged major tech companies to cease providing data to the Department of Homeland Security in response to such subpoenas, emphasizing the need for user privacy protection [7][9].

Commonwealth Bank of Australia reported a record first-half cash earnings on Wednesday, propped up by robust growth in lending and deposit volumes, although margins were pressured due to tight competi... ...

Core Insights - Artificial intelligence remains a volatile yet attractive investment sector in 2026, with recent earnings reports from Advanced Micro Devices (AMD) and Alphabet disappointing Wall Street, leading to share price declines [1][2] Group 1: AMD Performance - AMD reported record revenue of $10.3 billion for its fiscal fourth quarter ended December 27, 2025, with all divisions, including data centers and gaming, showing year-over-year sales growth [3] - The strong performance was driven by the rapidly growing AI market, as customers sought AMD's products to enhance computing power for AI applications [3] - AMD forecasts fiscal Q1 revenue of approximately $9.8 billion, reflecting a 32% increase from the previous year's $7.4 billion, although this forecast did not meet Wall Street's high expectations, resulting in a share price drop [4] Group 2: Alphabet Performance - Alphabet's Q4 sales increased by 18% year over year to $113.8 billion, marking the first time its 2025 revenue exceeded $400 billion [5] - The Google search engine significantly contributed to this growth, with Q4 sales reaching $63.1 billion, up from $54 billion in 2024 [5] - The rise in Google's search income is attributed to AI, with CEO Sundar Pichai noting increased usage driven by AI advancements [6] - Despite strong results, Alphabet's stock fell due to a 95% year-over-year increase in capital expenditures (capex) to $27.9 billion in Q4, leading to total capex costs exceeding $91 billion for 2025 [6] - Wall Street was particularly concerned about Alphabet's plans to increase capex in 2026, estimating expenditures between $175 billion and $185 billion, which the company views as necessary for advancing its AI technology [7]

Core Viewpoint - The analysis of Alphabet Inc. (GOOG) has shifted from a bullish perspective to a more cautious stance, with the stock currently rated as a "Hold" [1] Group 1: Company Analysis - The focus is on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] - The analysis is concentrated on European and North American companies, without constraints regarding market capitalization, covering both large cap and small cap companies [1] Group 2: Analyst Background - The analyst has an academic background in sociology, holding a Master's Degree in Sociology with an emphasis on organizational and economic sociology, as well as a Bachelor's Degree in Sociology and History [1]

Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025.Alphabet's debt sale keeps getting bigger.The company is close to finalizing a global bond issuance in excess of $30 billion, according to two people familiar with the deal, an increase from the $20 billion it raised on Monday.On Tuesday morning, Alphabet went to the European market to raise roughly $11 billion in sterling and Swiss francs, said the peopl ...

Group 1 - The U.S. has requested South Korea to approve Google's export of high-precision map data to overseas markets through multiple channels [1] - U.S. Trade Representative Jamison Greer has expressed strong concerns regarding South Korea's non-tariff barriers [1] - The South Korean government believes that even if it increases investments in the U.S., it may not alleviate potential tariff risks without addressing U.S. concerns about non-tariff barriers [1] Group 2 - Google has submitted supplementary materials for its high-precision map data export application to South Korea, which includes commitments to obscure sensitive facilities and remove domestic coordinates [3] - The South Korean government had previously postponed the approval of Google's map data export application three times, requiring additional materials by February 5 [3] - A meeting will be held by the South Korean government to discuss the supplementary materials and determine whether to approve Google's application, with results expected in several months [3]

Core Insights - Google is offering voluntary exit packages to certain employees within its global business organization (GBO) as part of a strategic move to align with its operational pace and mission [1][3]. Group 1: Voluntary Exit Program - The voluntary exit program is targeted at employees in specific roles within GBO, including solutions teams, sales, and corporate development, while excluding large customer sales teams and other customer-facing roles to minimize disruption [3][4]. - This initiative follows similar offers made by Google in the past year, including buyouts to US-based employees and YouTube staff during organizational changes [4]. Group 2: Company Strategy and Culture - Google's chief business officer, Philipp Schindler, emphasized the need for all GBO employees to be fully committed to the company's mission and to embrace AI for greater impact [2]. - The company is positioning itself strongly for the year ahead, highlighting the dynamic nature of the industry and the high stakes involved [2].

Group 1 - CME Group has introduced new cash-settled futures contracts that will include over 50 top U.S. stocks, such as Alphabet, Meta, Nvidia, and Tesla [1]