【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 ...

I am bullish on Microsoft Corporation (NASDAQ: MSFT ), driven by Azure and its cloud services . This AI segment is currently seeing about 40% growth indicating that AI adoption is onFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportuniti ...

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。 ...

Microsoft Corporation (NASDAQ:MSFT) is among the 14 Best Cloud Computing Stocks to Buy Right Now. Melius Research Downgrades Microsoft Corporation (MSFT) Stock to Hold On February 9, Melius Research downgraded the company’s stock to “Hold” from “Buy” with a price objective of $430. As per the analyst, the company’s FCF can be impacted because it needs to increase its capex requirements to compete with Google and Amazon, as Microsoft Corporation (NASDAQ:MSFT)’s 365 business is exposed to threats from AI. ...

新浪合作大平台期货开户 安全快捷有保障 纳斯达克100指数期货下跌0.8%，标普500指数期货下跌0.3%。 投资者对大型云服务提供商高企的资本支出表示担忧，并质疑回报何时才能到来。他们密切关注人工智 能对软件等众多行业的颠覆性影响。 今年以来科技七巨头全线下跌；科技七巨头等权重指数年内累计下跌7.2%。 美股科技七巨头在盘前交易时段走低，交易员休假后重返市场。 科技七巨头全线下跌：苹果跌0.4%，微软跌0.5%，Meta跌1.1%，亚马逊跌0.2%，特斯拉跌1.1%，英伟 达跌1.1%，Alphabet跌0.1%。 责任编辑：刘明亮 美股科技七巨头在盘前交易时段走低，交易员休假后重返市场。 科技七巨头全线下跌：苹果跌0.4%，微软跌0.5%，Meta跌1.1%，亚马逊跌0.2%，特斯拉跌1.1%，英伟 达跌1.1%，Alphabet跌0.1%。 纳斯达克100指数期货下跌0.8%，标普500指数期货下跌0.3%。 投资者对大型云服务提供商高企的资本支出表示担忧，并质疑回报何时才能到来。他们密切关注人工智 能对软件等众多行业的颠覆性影响。 今年以来科技七巨头全线下跌；科技七巨头等权重指数年内累计下跌7.2%。 ...

Core Viewpoint - The decline in software stocks is a significant investment trend in 2026, with major SaaS companies facing substantial losses due to fears surrounding AI's impact on their business models [1][2]. Group 1: Software Stock Performance - The Nasdaq-100 index is down approximately 3% year to date, while the S&P 500 index remains relatively unchanged [1]. - Major software companies have seen significant declines: Microsoft is down 16%, Shopify down 26%, Adobe down 27%, and Salesforce down 30% [2]. Group 2: Investor Concerns - Investors are worried that advancements in AI could disrupt the enterprise software business model, leading to vulnerabilities for established software companies [2]. - There are two primary concerns: the potential disruption of the software industry by AI and the fear that AI hyperscalers are overspending on infrastructure without generating expected returns [5]. Group 3: J.P. Morgan's Analysis - J.P. Morgan's research suggests that the current sell-off in AI-driven software stocks is exaggerated and based on "broken logic" [3][6]. - The firm argues that if AI is truly set to disrupt software companies, then AI stocks should be more valuable, indicating a disconnect in market logic [6]. Group 4: Investment Opportunities - J.P. Morgan encourages investors to consider purchasing "AI-resilient" software stocks that are likely to benefit from AI enhancements in their workflows, viewing the current sell-off as an "overshoot" [8].

Zillow launches Zillow for Warcraft®, a new way to explore World of Warcraft® homes [Accessibility Statement] Skip NavigationAs player housing debuts in Blizzard Entertainment®'s World of Warcraft, Zillow introduces a custom experience in which fans can explore in-game homesSEATTLE, Feb. 17, 2026 /PRNewswire/ -- As player housing goes live in World of Warcraft®, Zillow® has teamed up with Blizzard Entertainment® to introduce [Zillow for Warcraft]®, a custom microsite that allows anyone to browse a curated c ...

Several big-time stocks are down from their highs. Right now is the perfect time to deploy some cash into some beaten-down stocks. The market has been poorly receiving most fourth- quarter earnings reports, and several stocks that rarely go on sale are cheap as a result. This opens up a great buying opportunity for many stocks on the market, and three at the top of my list are Microsoft (MSFT 0.16%), Alphabet (GOOG 1.08%) (GOOGL 1.08%), and Amazon (AMZN 0.41%). If you've got some cash waiting on the sidelin ...