Core Insights - The article discusses the latest investment moves of prominent investor Duan Yongping, particularly through his investment account "H&H," which holds a portfolio valued at $17.489 billion as of Q4 2025 [2]. Investment Portfolio Summary - As of Q4 2025, H&H's portfolio consists of 14 U.S. stocks, with a total market value of $17.489 billion, approximately 120.8 billion RMB [2]. - Duan has recently invested in three AI-related companies: CoreWeave, Credo Technology, and Tempus AI, with respective portfolio weights of 0.12%, 0.12%, and 0.04% [2]. - Major increases in holdings include Berkshire Hathaway, NVIDIA, Pinduoduo, Google C, and Microsoft, while reductions were made in Apple, Occidental Petroleum, Alibaba, Disney, and ASML [2]. Key Holdings - The top holdings in H&H's portfolio include: - Apple: $8.797 billion (50.3% of the portfolio) - Berkshire Hathaway B: $3.607 billion (20.63% of the portfolio) [2][4]. AI-Related Investments - CoreWeave focuses on providing AI computing power through high-performance GPU clusters, which are essential for AI model training [5]. - Credo Technology specializes in high-speed interconnect chips and optical modules for data centers, crucial for efficient data transmission in AI servers [6]. - Tempus AI applies AI in precision medicine, particularly in oncology, by integrating genetic and clinical data for personalized treatment plans, although it faces long commercialization cycles and regulatory challenges [6]. Investor Sentiment on AI - Duan Yongping has expressed a strong interest in AI, emphasizing its potential to significantly enhance efficiency and transform industries [8]. - He acknowledges the risks associated with the AI sector, suggesting that many companies may not survive, but those that do could become the next major players like Google or Amazon [8][9].

【导读】深V走势 中国基金报记者 泰勒 大家好啊，今晚不平静呀，泰勒稿子一度重写。一起看看发生了什么事情。 美股深"V" 2月17日晚间，美股盘初，科技巨头的抛售一度令股市承压。近期，对人工智能前景的持续焦虑不仅重 创了科技板块，还波及了多个行业的数十家公司。比特币延续了2月份的跌势，黄金价格也录得下跌。 其中，道指跌一度超300点，纳指一度跌超1.2%。截至发稿，跌幅有所收窄，美股上演深"V"走势。 费城半导体指数（衡量芯片制造商表现的关键指标）一度跌超2%。 软件股指数ETF暴跌3%。 摩根士丹利的克里斯·拉金表示，AI颠覆和持续的科技股轮动掩盖了上周的就业和通胀数据，除非本周 的经济数据带来显著惊喜，否则这种态势可能会再次上演。 他表示："市场仍接近历史高点，但对一些投资者来说可能并非如此，因为剧烈的抛售似乎在涨势刚刚 开始时就将其瓦解，如果这一主题持续下去，即使整体趋势向上，市场也可能面临坎坷。" 油价、黄金、白银暴跌 17日晚间，石油价格也在跳水。 科技股普遍下跌，但跌幅均有所收窄。 | ▽ 筛选 | | 最新价 = | 涨跌幅: □ | | --- | --- | --- | --- | | 甲骨 ...

智通财经APP获悉，周二，科技股普遍走低，截至发稿，特斯拉(TSLA.US)跌超3%，美光科技 (MU.US)、谷歌(GOOG.US,GOOGL.US)跌超2%，英伟达(NVDA.US)跌超1%，Meta(META.US)跌超 1%。美股大盘走低，纳指跌超0.8%，标普500指数跌超0.6%，道指跌0.5%。 ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Unilever plans to migrate its data and cloud platform to Google Cloud as part of a five-year partnership that will allow the company to use tools such as Vertex AI — Google Cloud’s enterprise AI platform — to build an AI-first technology foundation, the two companies announced Tuesday.  The consumer goods provider will integrate its enterprise apps and data pl ...

Core Viewpoint - Ormat Technologies has signed a long-term geothermal power purchase agreement with NV Energy to supply 150 megawatts of geothermal capacity to support Google's operations in Nevada, with projects expected to come online between 2028 and 2030 [1]. Group 1: Agreement Details - The agreement allows Ormat to develop new geothermal projects across Nevada, providing a scalable solution for utilities and major users like Google to invest in clean, reliable power while covering all service costs [1]. - The geothermal capacity is seen as a swift, carbon-free alternative to nuclear energy, addressing the growing demand for electricity driven by AI data centers [1]. Group 2: Market Context - U.S. power consumption is projected to rise due to the rapid build-out of data centers for AI and cryptocurrency, alongside a shift towards electric heating and transport [1]. - Geothermal power producers are increasingly finding new customers in Big Tech, as companies seek substantial electricity for their AI expansion plans [1]. Group 3: Market Reaction - Following the announcement, shares of Ormat surged over 4.7%, reaching $124.54 [1].

The selloff in artificial intelligence (AI) plays has intensified, with hyperscalers particularly feeling the heat. Even Apple (AAPL), which had been looking steady amid the selloff, came under pressure and fell 5% on Feb. 12 on reports of Siri delays and the company facing Federal Trade Commission (FTC) scrutiny over alleged bias against conservative voices on Apple News. All “Magnificent Seven” stocks except Nvidia (NVDA) have turned red for the year, which is unsurprising. While growing AI capex is pu ...

美国银行2月份的全球基金经理调查显示，购买黄金连续第二个月成为最拥挤的交易。调查中50%的基 金经理表示，2月份"做多黄金"是最拥挤的交易，该比例低于1月份调查时的51%。与此同时，20%的基 金经理表示，购买美国最大的科技股——英伟达、Alphabet、苹果公司、亚马逊、微软、Meta和特斯拉 ——是最拥挤的交易。 责任编辑：钟离 财经频道更多独家策划、专家专栏，免费查阅>> ...

格隆汇2月17日｜据PitchBook数据，新年刚过去不到两个月， Alphabet、亚马逊、Meta、微软、甲骨文 这五大头部云服务商已在美国发行450亿美元债券，接近2025年全年发行量的近一半。 这一规模超过了 2011年以来它们任何一整年的发债额。 ...

据 PitchBook 数据，新年刚过去不到两个月， Alphabet、亚马逊、Meta、微软、甲骨文这五大头部云服 务商已在美国发行450 亿美元债券，接近 2025 年全年发行量的近一半。 这一规模超过了 2011 年以来它 们任何一整年的发债额。 ...

Analysts are growing more confident in Alphabet’s autonomous driving story. In recent news, on February 13, TD Cowen analyst John Blackledge reiterated a Buy rating on Alphabet (NASDAQ: GOOG) with a $365.00 price target. Blackledge highlighted Waymo’s scaling momentum characterized by its more than 280K weekly trips, improving utilization, and stronger geo expansion in CA. He noted how Waymo has completed 1.26 million trips with passengers in California during December 2025, up from 1.02 million trips in ...