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 ...

周五美股成交额第1名英伟达收高1.02%，成交334.21亿美元。据媒体报道，作为OpenAI酝酿已久的融 资轮的一部分，英伟达接近向OpenAI投资300亿美元。彭博此前曾报道，英伟达将在本轮融资中投资 200亿美元。 该报道称，这项投资实际上将取代两家公司之前计划的一项更大的协议。此前有媒体最初在1月底报道 称，英伟达在9月宣布的对OpenAI高达1000亿美元的投资，因首席执行官黄仁勋私下对这家ChatGPT制 造商的批评而"停滞"。 第2名特斯拉收高0.03%，成交236.77亿美元。周五一名联邦法官驳回了特斯拉的请求，维持针对该公司 一起 2019 年致命车祸的2.43 亿美元判决。涉事车辆为搭载自动驾驶系统（Autopilot）的 Model S。 在周五公开的裁决中，迈阿密联邦地区法官贝丝-布鲁姆表示，庭审证据 "完全足以支持" 该判决，而特 斯拉未能提出任何新的理由来推翻判决。 贝尔德（Baird）分析师本卡洛周五将标普500成分股特斯拉的股票评级上调至"跑赢大盘"，目标价548 美元。卡洛认为，一系列"不太出色的季度"并未动摇特斯拉股价，表明投资者的"焦点已日益转向特斯 拉的未来。最近提出的 ...

Group 1 - NVIDIA has announced a partnership with Meta Platforms to deploy NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, enhancing Meta's AI capabilities [1][2] - This partnership will significantly support Meta's data center computing needs, aligning with its ambitious AI goals while providing NVIDIA with a substantial customer [2] - NVIDIA is set to report its earnings next week, with positive growth estimates of 70% for earnings and 67% for revenue, indicating strong investor sentiment [3][4] Group 2 - The Zacks Consensus Estimate for NVIDIA's Data Center revenue stands at $58.7 billion for the upcoming quarter, reflecting a year-over-year growth rate of 65% [5] - NVIDIA's Data Center sales have shown remarkable growth, with the upcoming quarter's estimate indicating continued strong performance [5] - Meta Platforms is committed to investing heavily in AI, forecasting total expenses for FY26 between $162 billion and $169 billion, primarily for infrastructure and talent compensation [8] Group 3 - The ongoing AI developments and partnerships are keeping investor interest high, with NVIDIA positioned as a leading stock in the AI sector [7][9] - Meta's significant spending on AI infrastructure underscores its commitment to advancing its AI initiatives [8] - NVIDIA maintains a Zacks Rank of 2 (Buy), reflecting its strong market position and growth potential [9]

How you can take advantage of two stock-market trends - MarketWatch# How you can take advantage of two stock-market trends## Also in Weekend Reads: Reactions to the Supreme Court ruling against Trump's tariffs, AI and your taxes, and a deeper look into business-development companiesPublished: Feb. 20, 2026 at 4:11 p.m. ETShareResize---Listen(7 min)The S&P 500 index is weighted by market capitalization. So far this year, an equal-weighted indexing approach has outperformed the index itself. This type of acti ...