来源：中国基金报 万亿外资巨头又调仓了！ 根据美国证券交易委员会（SEC）披露，近日资管巨头贝莱德递交了截至2025年12月31日的第四季度持 仓报告（13F）。 根据13F，贝莱德第四季度持仓总市值为5.92万亿美元，环比增长3.67%。去年第四季度，贝莱德投资组 合中新增了247只个股，清仓165只个股。其中，前十大重仓股占总市值30.41%。 具体来看，前五大买入标的为谷歌-A、谷歌-C、礼来、美光（MU.US）、苹果。前五大卖出标的为标 普500ETF-SPDR CALL（SPY.US.CALL）、ServiceNow（NOW.US）、Strategy（MSTR.US）、AT&T （T.US）、Kellanova （K，现已退市）。 "前十大"科技含量较高 增持英伟达、苹果、微软等 根据13F，贝莱德持有的前十大重仓股科技含量较高，具体包括：英伟达（NVDA.US）、苹果 （AAPL.US）、微软（MSFT.US）、亚马逊（AMZN.US）、谷歌-A（GOOGL.US）、博通 （AVGO.US）、谷歌-C（GOOG.US）、META（META.US）、特斯拉（TSLA.US）、礼来 （LLY.US）等 ...

来源：环球网 【环球网科技综合报道】2月21日消息，据海外科技媒体digit等媒体报道，微软近日宣布，正式将xAI旗 下Grok 4.1 Fast模型集成至Copilot Studio平台。该功能目前在美国地区预览上线，企业用户可根据需求 选择启用，以增强其在复杂、文本密集型工作流程中的处理能力。 微软在官方博文中表示，此举旨在为企业提供更灵活的人工智能模型选择，特别是在需要快速推理和大 规模上下文处理的场景中。Grok 4.1 Fast专注于高级文本生成与推理任务，不支持图像或多媒体内容创 建，但可有效支持企业应用中复杂的工具调用与流程管理。 Copilot Studio此前已支持OpenAI和Anthropic等供应商的模型，所有模型在发布前均需通过微软内部的 安全、可靠性和质量评估。微软强调，负责任的人工智能标准仍是模型评估与部署的核心原则。 在数据隐私方面，微软明确表示，通过Grok 4.1 Fast处理的客户信息不会被xAI保留或用于模型训练。 但需注意的是，该模型运行于微软管理的基础设施之外，企业若选择启用，需与xAI另行签订协议，并 遵守xAI的企业条款及数据保护政策。 目前该功能默认处于关闭状 ...

One of the video game sector’s biggest players is undergoing a management transition. Phil Spencer, who joined Microsoft as an intern in 1988 and has led its Xbox video game unit since 2014, is retiring. Asha Sharma will become EVP and CEO. Matt Booty will become EVP and Chief Content Officer, reporting to Sharma. Xbox President Sarah Bond has resigned. The video game business has gotten more turbulent for the traditional console giants and major publishers as mobile and casual gaming keeps disrupting pas ...

IT之家 2 月 21 日消息，微软游戏业务（Microsoft Gaming）迎来史诗级人事巨震：掌舵该业务长达 12 年、效力公司 38 年的传奇人物菲尔 · 斯宾塞（Phil Spencer）宣布退休。 IT之家翻译 Phil Spencer 关于退休的完整备忘录： 我于 1988 年 6 月作为实习生走进微软，从未想过自己能为玩家和客户打磨产品、服务，也从未想过会加入这样一支非凡的团队。这是一段史诗 般的旅程，也是一生难得的荣幸。 我去年秋天向纳德拉（微软首席执行官）表达了退休的意愿，决定开启人生的新篇章。我们一致认为，为了确保 Xbox 稳定转型，并夯实微软现 有基础，我们需要有针对性、有目的性推进转型。 Xbox 不仅仅是一门生意，而是一个充满活力的玩家、创作者和团队社区，社区非常关注我们所构建的内容以及构建方式，因此 Xbox 未来的道 路理应需要制定一个深思熟虑、深思熟虑的规划。 Microsoft Gaming 今天开启一个激动人心的新篇章，Asha Sharma 即将担任首席执行官，我希望成为第一个欢迎她加入团队的人。 过去几个月与她的合作让我充满信心。她带来了真诚的好奇心、清晰的思维，以 ...

Core Viewpoint - The market is experiencing a rotation where value stocks, cyclicals, and international markets are gaining traction while mega-cap technology stocks have pulled back, a common occurrence during bull markets [1][12]. Group 1: Market Dynamics - The Magnificent 7 stocks have traded sideways to modestly lower since last November due to concerns over AI overinvestment and valuation multiples, yet their fundamental positioning remains strong [2][12]. - AI is not the sole growth driver for these companies; they are also central to long-term trends in cloud computing, digital advertising, e-commerce, and more, with AI acting as an accelerator rather than a primary driver [3][12]. Group 2: Cloud Computing Strength - Companies like Amazon, Alphabet, and Microsoft are seeing a re-acceleration in cloud computing growth, driven by strong demand for AI-related compute capacity, with hyperscalers reporting sold-out capacity [5][6]. - Valuations for these companies have become more reasonable following recent market consolidation, making them attractive for investors seeking exposure to AI infrastructure [7][12]. Group 3: Individual Company Insights - Meta Platforms is highlighted for its compelling valuation, trading at less than 22x earnings with projected long-term earnings growth of around 20%, while also benefiting from AI-driven improvements [9]. - Nvidia remains a key player in the AI infrastructure space, trading at mid-20s on forward earnings with a PEG ratio near 0.5, indicating strong growth relative to valuation [10]. - Apple has maintained a stable position without aggressive AI infrastructure spending, showing renewed strength in iPhone demand and a rapidly expanding services segment, indicating resilience in its ecosystem [11]. Group 4: Future Outlook - The recent trading pattern of the Magnificent 7 suggests a healthy consolidation rather than a breakdown, with expectations that mega-cap technology may reassert leadership as cloud demand and AI adoption continue to grow [12][13]. - The long-term competitive positioning of these dominant companies remains intact, suggesting they are well-positioned to lead future market advances if the broader bull market persists [14].

Phil Spencer oversaw the acquisitions of Minecraft and Activision Blizzard, but has struggled to keep Xbox competitive with rivals. ...

ChatGPT-maker OpenAI has told investors that it is targeting roughly $600 billion in total compute spend by 2030, CNBC reported on Friday. ...

Microsoft Gaming head Phil Spencer retires, insider Asha Sharma takes over | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A view shows a Microsoft logo at Microsoft offices in Issy-les-Moulineaux near Paris, France, March 25, 2024. REUTERS/Gonzalo Fuentes/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- Xbox COO Sarah Bond exits Microsoft- Matt Booty promoted to chief content officer- Asha Sharma named CE ...

Welcome back to Market on Close. I'm Sam Bis at the New York Stock Exchange. So, just some final thoughts on today's session and the week really.We had these AI disruption fears continuing to weigh on markets this week in what some have called overblown. Now, one of those people have been Dan Ies from Wed Bush. Today, the colorful Wall Street tech bull coming out with a list of 10 things that'll stop the tech slide and what he calls the AI ghost trade overhang.Now, some of these things include OpenAI raisin ...

The U.S. stock market experienced a day of significant volatility and divergent performance on Friday, February 20, 2026. Investors navigated a complex landscape defined by a landmark Supreme Court ruling on trade policy, a disappointing reading on economic growth, and mounting geopolitical tensions. While technology and growth-oriented sectors found a second wind, the broader market remained tethered by concerns over a cooling economy and sticky inflation.Market Index Performance RecapAs of the closing bel ...