芯片股普涨，费城半导体指数涨1.72%，美光科技涨超5%，阿斯麦、应用材料等涨超2%，存储芯片巨头西部数据大涨4%，消息面上，据券商中国报道， 西部数据宣布将出售其所持有的闪迪全部普通股，交易规模约30.9亿美元（约合人民币213亿元）。 2月18日晚，美股开盘集体上涨，截至23:25，道指涨0.58%，纳指涨1.16%，标普500指数涨0.77%。 大型科技股涨多跌少，英伟达涨超2%，消息面上，据智通财经报道，Meta加码英伟达，未来数年部署数百万颗芯片，首次采用Grace CPU。 据上海证券报，2月18日，高瓴旗下专注二级市场投资的基金管理平台HHLR Advisors公布了截至2025年四季度末的美股持仓情况。数据显示，截至2025 年末，HHLR共持有33只美股上市公司， 中概股仍是其核心配置资产 。从调仓动作来看，HHLR去年显著增持了阿里巴巴和拼多多，减持网易、富途控股 等标的，持仓进一步集中在电商龙头、生物医药和科技方向。 此外， 国际油价涨势强劲，美油、布油期货涨幅扩大至3% ，分别报64.13美元/桶和69.441美元/桶。消息面上，据央视新闻报道， 斯洛伐克政府因乌克兰 中断俄罗斯石油过 ...

1、 春节假期前两天，绿色、智能、健康类消费需求旺盛。 商务大数据显示，2月15日，重点平台智能穿戴设备销售额增长1.3倍，智能血压仪、血糖仪增 长超60%，有机食品增长52%；冰雪游消费增长1.2倍，避寒游消费增长68%。 2、 美联储公布1月会议纪要，再次暴露决策层对利率未来走向的巨大分歧，除了支持降息派和观望派，纪要还首次明确提到有人讨论加息的可能性。 一 些与会者支持利率指引中用"双向"表述，若通胀持续高于2%，可能适合加息； 另一些人认为，若通胀如预期下降可能适合进一步降息；大多数人警告， 通胀下行进程可能比预期更慢、更不均衡。 在1月27 - 28日的会议上，几乎所有美联储与会者都赞成维持利率不变，仅有少数人倾向于降息。 3、 在日本国会首相指名选举中，自民党总裁高市早苗获得过半票数，确认当选日本新任首相。 高市早苗随后组建新内阁，上一届高市内阁的阁僚全部留 任。外界预计，接下来高市将把工作重心转向加快预算审议，并推动落实美日贸易协议。 1、 春节假期，节日消费、旅游服务等市场火热。 为维护春节期间市场价格秩序稳定，市场监管总局部署各地市场监管部门多措并举，加强住宿、餐饮、 景区、食品、生活服务等 ...

The S&P 500 delivered strong returns for investors over the past three years as they piled into growth stocks in a number of fields, from technology to biotech and consumer goods. And they took a particular interest in players involved in artificial intelligence (AI), seeing this area as the next big thing. This bet has been a successful one for many, as certain AI companies have already generated fantastic revenue growth and stock performance. But, in recent weeks, the stock market has faced a variety o ...

【美股】截至收盘，道指涨129.47点，涨幅为0.26%，报49662.66点；纳指涨175.25点，涨幅为0.78%， 报22753.63点；标普500指数涨38.09点，涨幅为0.56%，报6881.31点。明星科技股多数走高，英伟达 (NVDA.US)涨1.63%，美光科技(MU.US)涨5.3%，微软(MSFT.US)涨0.69%。 智通财经APP获悉，周三，三大指数收涨，科技股领涨。美联储最新会议纪要显示，官员们再次表达了 对通胀的担忧，几位政策制定者建议，如果通胀持续高于目标，央行可能需要加息。 【原油】WTI上涨4.6%，收于每桶65美元附近；布伦特收于每桶70美元上方，为逾两周来首次。 【宏观消息】 美国工业生产增速创近一年来新高。受制造业全面增长和公用事业产出再次健康增长的推动，美国1月 份工业生产增幅创近一年来最大。美联储周三公布的数据显示，工厂、矿山和公用事业的生产增长了 0.7%，此前一个月的数据向下修正为0.2%。占工业总产出四分之三的制造业产出增长了0.6%，这也是 自2025年2月以来的最大增幅。此次增长范围广泛，包括商业设备和消费品生产的强劲增长。 哈塞特抨击纽约联储的关税研究 ...

周三（2月18日），三大指数集体收升。 截至收盘，道琼斯指数涨0.26%，报49662.66点；标普500指数涨0.56%，报6881.31点；纳斯达克综合指数涨0.78%，报22753.63点。 | 名称 | | 電新价 | 7505 20 | 瑞珠唱 | | --- | --- | --- | --- | --- | | 道現斯指数 | 0 | 49662.66 | +129.47 | 0.26% | | 标普500指数 | | 6881.31 | +38.09 | 0.56% | | 纳斯达克综合指数 | | 22753.63 | +175.25 | 0.78% | "七巨头"集体走高，英伟达收涨1.63%，前一天与Meta宣布达成多年跨代际战略合作伙伴关系；亚马逊涨1.81%，公司获潘兴广场大幅增持，成为该 基金的第三大重仓股。 安联投资管理公司高管Charlie Ripley表示："从我们的角度来看，会议纪要支持了我们的观点，即在可预见的未来美联储是不可能降息的。" 盘中，美国方面消息称，目前没有任何迹象表明美国与伊朗的外交谈判会取得突破，与此同时，越来越多的证据表明美对伊军事行动"迫在眉睫"。 受 ...

Group 1: Stock Market Performance - Technology and energy stocks were the main drivers of the US stock market's rise on Wednesday, with the "Magnificent Seven" tech stocks all closing higher, led by Amazon and Nvidia, which both saw intraday gains of nearly 3% [1] - Nvidia's stock price benefited from a new agreement with Meta to deploy millions of Nvidia chips over the coming years [1] - Amazon's stock was supported by a 65% increase in holdings from Bill Ackman's Pershing Square, despite a 77% cut in holdings by Berkshire Hathaway [1] - Major US stock indices showed gains, with the S&P 500 up 0.56% to 6881.31 points, the Dow Jones Industrial Average up 0.26% to 49662.66 points, and the Nasdaq up 0.78% to 22753.635 points [10] Group 2: Economic Data and Federal Reserve - Strong economic data, including December new housing starts and core capital goods orders, exceeded expectations, temporarily overshadowing AI-related concerns and supporting gains in major US stock indices [2] - The Federal Reserve's meeting minutes revealed internal divisions regarding interest rate decisions, with some officials advocating for the inclusion of potential rate hikes in guidance, which led to a reduction in stock gains [3] Group 3: Energy Sector - Energy stocks were boosted by a rebound in oil prices, with US oil prices rising over 5% at one point, marking the largest increase in nearly four months [33] - The potential for military action against Iran by the US has increased, contributing to the rise in oil prices, with WTI crude oil closing at $65.19 per barrel, up 4.59% [34] Group 4: Precious Metals - Gold prices initially rose above $5000 but fell back below this level after the Federal Reserve's meeting minutes were released, with spot gold closing at $4985.45, up 2.2% for the day [35][37] - Silver prices also saw significant gains, with COMEX silver futures rising 5.5% to $77.598 per ounce [38]

The Architecture of AdmirationLAST UPDATED: February 18, 2026 at 2:22 PMby Braden Kelley and Art InteligenciaEvery year, the Fortune World’s Most Admired Companies list serves as a masterclass in reputation management. In 2026, the stakes have shifted. We are no longer just looking at who can build a better widget; we are looking at who can navigate the “perpetual pivot.”“Innovation is no longer a department — it is a survival reflex built on human trust.” — Braden KelleyThe 2026 All-Star CircleAppleMicroso ...

Core Insights - Meta is significantly enhancing its partnership with Nvidia through a "multigenerational" deal to build data centers utilizing millions of Nvidia's current and next-generation chips for AI training and inference [1][2] Group 1: Partnership Details - The agreement indicates Meta's increasing dependence on Nvidia, despite its efforts to develop in-house chips and collaborate with other suppliers like AMD [2] - The deal includes the deployment of both Nvidia's GPUs and CPUs, which are essential for general computing tasks and AI workloads [3][4] - Nvidia's CPUs are being marketed as a standalone product, reflecting the growing importance of CPUs in AI workloads beyond model training [5] Group 2: Competitive Landscape - The partnership comes amid heightened competition in AI infrastructure, with companies like Google, AMD, and Broadcom attempting to challenge Nvidia's market leadership [3] - Analysts suggest that while competitive pressure is increasing, the overall demand for AI infrastructure remains high, making it unlikely for Nvidia's rivals to experience significant declines in the near term [5] Group 3: Technical Aspects - By sourcing both GPUs and CPUs from Nvidia, Meta can simplify its operations, as a single vendor approach is often preferred for problem resolution [6] - In addition to GPUs and CPUs, the deal will also involve the use of Nvidia's networking equipment and confidential computing technology for AI features in WhatsApp [7]

Markets finished in the green today as tech strength carried indexes closer to record highs. The S&P 500 (SNPINDEX:^GSPC) rose 0.56% to 6,881.31, the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 0.78% to 22,753.63, and the Dow Jones Industrial Average (DJINDICES:^DJI) added 0.26% to 49,662.66. Market movers A chip partnership between Nvidia (NASDAQ:NVDA) and Meta Platforms (NASDAQ:META) helped power and megacap techs higher today.  Palantir Technologies (NASDAQ:PLTR) gained 1.77% to close at $135.38 after ...

Group 1 - Nouriel Roubini predicts U.S. GDP could approach 4% by the end of the decade, driven by a technology revolution rather than fiscal stimulus or deregulation [1] - Roubini estimates that productivity gains from technology could increase U.S. potential growth by 200 basis points, while tariffs and immigration policy could drag it down by 50 basis points, emphasizing that "Tech trumps tariffs" [2] - Prediction markets show skepticism about Roubini's optimistic GDP growth forecast, with a 24% chance of recession by the end of 2026 and only a 6% probability of growth exceeding 4% in 2026 [3] Group 2 - Roubini warns that the benefits of AI and automation may lead to a decrease in labor's share of income, resulting in a collapse of aggregate demand as workers lose purchasing power [4] - He suggests that Universal Basic Income may become necessary as a solution to manage permanent structural unemployment, indicating a need to redistribute wealth from winners to losers to avoid potential social unrest [5] - If Roubini's predictions hold true, a 2% productivity boom could justify capital expenditures and present current market selloffs as buying opportunities [6]