英国媒体此前报道称，英伟达对OpenAI的300亿美元投资将取代双方去年9月宣布的、为期多年的1000 亿美元合作框架。该框架以"意向书"形式公布，原计划随着OpenAI未来数年算力需求增长，由英伟达 分十次、每次投资100亿美元，以换取重要股权；OpenAI则计划采购数百万枚英伟达人工智能处理器， 支持最高10吉瓦的新算力部署。 据报道，上述合作框架未推进为正式协议。今年1月，有报道称该交易已被"搁置"。新的安排为更直接 的股权投资结构，即英伟达最多投资300亿美元换取OpenAI股份。 2026.02.21 本文字数：967，阅读时长大约1分钟 作者 |第一财经 陈玺宇 美国人工智能巨头OpenAI正向投资者更新长期资本支出规划，计划到2030年实现总计约6000亿美元的 算力支出。该公司同时正推进一轮规模可能超过1000亿美元的融资计划。 据报道，OpenAI此次给出的支出目标数字更低、时间表更明确。公司预计到2030年总营收将超过2800 亿美元，消费者业务与企业业务的贡献大致相当。知情人士表示，目前向投资者展示的支出规划将更直 接地与预期收入增长挂钩。 融资方面，知情人士透露，本轮融资规模可能超过1 ...

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 ...

Group 1 - Recent sentiment towards the Magnificent 7 and software stocks has been negative, leading to significant underperformance in these sectors, primarily due to concerns related to artificial intelligence developments [1][2] - The Magnificent 7 companies, including Amazon, Alphabet, and Microsoft, are recognized as AI leaders, but there are market concerns regarding their increasing capital expenditures, with Amazon planning to spend $200 billion in capital expenditures by 2026, up from $132 billion in 2025 and $83 billion in 2024 [2][3] - The anticipated peak in capital expenditures for 2026 may be premature, as management emphasizes the critical nature of these investments, which could lead to ongoing spending beyond initial expectations [3] Group 2 - Microsoft has seen a three-month performance decline of 15.5%, while the Magnificent 7 group as a whole has decreased by 2.7%, contrasting with the Zacks Tech sector's growth of 1.8% and the S&P 500's increase of 3.9% [4] - Total earnings for 427 S&P 500 companies that have reported are up 12.8% year-over-year, with revenues increasing by 8.8%, indicating a positive trend in overall market performance [6][18] - Nvidia is expected to report significant growth, with projected Q4 earnings of $1.52 per share on revenues of $65.56 billion, reflecting year-over-year growth rates of 70.8% and 66.7%, respectively [10][12] Group 3 - The Magnificent 7 group's earnings are projected to increase by 24.2% in Q4 compared to the previous year, with revenues expected to rise by 18.9%, following a previous growth of 28.3% in earnings and 18.1% in revenues in Q3 2025 [13] - The Magnificent 7 is expected to account for 25.5% of all S&P 500 earnings in 2025, up from 23.2% in 2024 and 18.3% in 2023, highlighting their growing influence in the market [17] - The overall earnings picture for the S&P 500 indicates double-digit earnings growth is expected in 2025 and 2026, suggesting a positive outlook for the market [28]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：我是AI人 近日，英伟达13F监管文件中的一系列投资调整，将焦点集中在"增持诺基亚"这一操作上。这家AI算力 巨头不仅清仓安谋控股（ARM）剩余股份、退出Applied Digital等AI生态标的，还大幅增持英特尔、新 建仓新思科技，而其中对诺基亚约2.9%的持股，尤为引人深思。 褪去手机巨头光环的诺基亚，为何能获得黄仁勋的青睐？这场增持背后，藏着黄仁勋怎样的战略考量？ 的核心环节，其构建完整AI基础设施的初心从未改变。 具体来看，黄仁勋的战略布局已形成清晰闭环，增持诺基亚只是其中关键一步：增持英特尔，是为了深 化芯片制造合作，破解AI芯片产能瓶颈，筑牢算力底层根基；增持诺基亚，是为了补齐网络通信短 板，为物理AI、边缘计算等场景提供低时延网络支撑，打通算力落地的"最后一公里"；新建仓新思科 技，则是为了强化芯片设计与算力硬件的协同，降低AI芯片研发成本、提升效率。三者相辅相成，共 同指向"算力-网络-芯片设计"的闭环生态，这正是黄仁勋当前的核心战略方向。 如今的诺基亚早已脱离消费电子赛道，转型为全球领先的电信设备供应商，且正处 ...

Group 1 - OpenAI plans to invest approximately $600 billion in computing power by 2030, with a significant portion allocated for hardware procurement, including chips from Nvidia [1] - The company is pursuing a financing round that may exceed $100 billion, with around 90% of the investment coming from strategic investors, including Nvidia, SoftBank, and Amazon [1] - OpenAI's revenue is projected to surpass $280 billion by 2030, with contributions from consumer and enterprise businesses being roughly equal [1] Group 2 - Nvidia's $30 billion investment in OpenAI will replace a previously announced $100 billion collaboration framework, which was intended to be executed over several years [2] - OpenAI's revenue target for 2025 has been raised to $13.1 billion, exceeding the earlier goal of $10 billion, while the expected cash burn for that year is now estimated at $8 billion, down from $9 billion [2] Group 3 - OpenAI, founded in 2015, transitioned from a non-profit research lab to a mainstream market player after launching ChatGPT, which currently has over 900 million weekly active users [3] - The growth of ChatGPT has faced competitive pressure, leading the company to enter a "code red" state to enhance its chatbot capabilities [3] - OpenAI's programming product Codex has over 1.5 million weekly active users, competing directly with Anthropic's Claude Code [3]

智通财经APP获悉，周五，三大指数上涨，美国最高法院裁定，特朗普总统无权依据联邦紧急权力法单 方面对几乎所有国家征收全面关税，这对特朗普的标志性经济政策造成了重大打击。最高法院裁定， 《国际紧急经济权力法》（IEEPA）并未授权总统征收关税。它维持了美国联邦巡回上诉法院的下级法 院裁决，该裁决认定特朗普的关税是非法的。 本周美股三大股指均录得涨幅，道指累计上涨0.25%，标普500指数上涨1.07%，纳指上涨1.51%。 【美股】截至收盘，道指涨230.81点，涨幅为0.47%，报49625.97点；纳指涨203.34点，涨幅为0.90%， 报22886.07点；标普500指数涨47.62点，涨幅为0.69%，报6909.51点。谷歌(GOOG.US,GOOGL.US)涨超 3.7%，亚马逊(AMZN.US)涨超2.5%，苹果(AAPL.US)涨超1.5%，英伟达(NVDA.US)涨超1%。 【欧股】德国DAX30指数涨231.37点，涨幅0.92%，报25249.35点；英国富时100指数涨63.16点，涨幅 0.59%，报10690.20点；法国CAC40指数涨116.71点，涨幅1.39%，报8515. ...

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 ...

Brazil's airline Azul exits Chapter 11 bankruptcy proceedings | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A view of an Airplane of Brazilian airline Azul, at the Brasilia Air Force Base, in Brasilia, Brazil October 8, 2024. REUTERS/Adriano Machado/File Photo [Purchase Licensing Rights, opens new tab]- Companies[LATAM Airlines Group SA]FollowSAO PAULO, Feb 20 (Reuters) - Brazilian airline Azul formally exited its bankruptcy proc ...

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 ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell. It's a global simulcast.Carol Massar and Emily Graffeo Join us now. Welcome to our audiences across all of our bloomberg platforms, television, radio, our partnership with YouTube here on a big day, at least if you're into the Supreme Court, which I'm told is hot these days. Carol Massar a big Supreme Court ruling against those Liberation Day tariffs, the mar ...