Core Insights - Nvidia is expanding partnerships in India, collaborating with venture capital firms to invest in AI startups, reflecting confidence in India's growing AI ecosystem [1][2] - The Indian government aims to position the country as a global tech superpower, with significant investments in semiconductor projects and data centers [4][5] Group 1: Nvidia's Initiatives - Nvidia is working with several venture capital firms, including Peak XV and Accel India, to identify and fund AI startups in India [1] - Over 4,000 AI startups in India have joined Nvidia's global startup program, which supports tech startups in scaling and market entry [2] - Nvidia is collaborating with government agencies and research institutions to enhance India's AI capabilities and support the "IndiaAI mission" [3] Group 2: Investment Landscape - The Indian government has approved $18 billion in semiconductor projects to develop a domestic supply chain [4] - India expects up to $200 billion in investments for data centers in the coming years, with significant commitments from American tech firms [5] - Adani plans to invest $100 billion in renewable energy-powered AI-ready data centers, indicating strong private sector interest [5] Group 3: AI Development - Nvidia is supporting Indian AI companies through its "NVIDIA Nemotron models," which can be used to create chatbots and speech systems tailored to India-specific data [6] - The concept of Sovereign AI emphasizes the importance of developing AI systems based on local infrastructure and data, reducing reliance on foreign providers [7]

2.【禾赛激光：宇树两款人形机器人全部搭载了禾赛JT128激光雷达】宇树科技登陆马年春晚舞台。 据悉，宇树两款人形机器人全部搭载了禾赛JT128激光雷达，几十台宇树G1机器人与一台H2机器人 一同在台上秀出"赛博真功夫"，几十颗禾赛激光雷达与其同台闪耀，科技感十足。几十台人形机器人 实时协同、超低同步延迟，背后是宇树科技自研AI融合定位算法与禾赛JT激光雷达的联手。作为当前 搭载具身智能机器人最畅销的迷你型360°激光雷达，禾赛JT系列激光雷达累计交付量已突破20万 颗，成功应用于多款具身智能机器人产品。 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【Meta将采购数以百万计英伟达芯片以扩建AI能力】Meta Platforms正通过一项新协议扩大与英 伟达的合作关系，将采购价值数百亿美元的芯片和其他硬件，以满足其在人工智能方面的需求。两家 公司周二表示，Meta计划使用数以百万计的英伟达Blackwell和Rubin GPU，并"大规模部署"英伟达 的Grace和Vera CPU，以建设其数据中心。尽管Meta成为英伟达的客户已有十多年，但这项新举措 预计将 ...

| 序号 | 证券代码 | 公司名称 | 持仓占比 | 持仓市值(亿美元) | 持有股数(股) | 较上季度持股数量变化(股) | | --- | --- | --- | --- | --- | --- | --- | | 1 | AAPL | 苹果 | 50.30% | 87.97 | 32358507 | -2470600 | | 2 | BRK.B | 伯克希尔哈撒韦B | 20.63% | 36.07 | 7176196 | 1984896 | | 3 | NVDA | 英伟达 | 7.72% | 13.50 | 7237100 | 6639300 | | 4 | PDD | 拼多多 | 7.48% | 13.08 | 11536694 | 2962500 | | 5 | GOOG | 谷歌C | 3.33% | 5.82 | 1855400 | 44900 | | 6 | OXY | 西方石油 | 3.10% | 5.42 | 13172600 | -383500 | | 7 | MSFT | 微软 | 2.38% | 4.15 | 859000 | 579800 | | 8 | BABA | 阿里 ...

Market Overview - The S&P 500 information technology sector initially dropped by 1.5% but closed up 0.5%, driven by gains in Nvidia and Apple, despite declines in Microsoft and Oracle [1][12] - The S&P 500 financials index performed well, supported by gains in banks like Goldman Sachs and JPMorgan Chase, helping the Dow recover from an earlier decline [8][12] - The S&P 500 software index ended down 1.6%, with Intuit and Cadence Design being the worst performers, each declining by over 5% [6][12] Investor Sentiment - Investors are experiencing volatility, with frequent spikes in stock prices, indicating a short-term focus in the market [2][12] - Concerns about artificial intelligence disrupting business models have led to a selloff in software firms and other sectors [1][12] AI Developments - Alibaba introduced a new AI model, Qwen 3.5, which can independently execute complex tasks, adding to the uncertainty in the market regarding competition from Chinese AI players [3][12] - There is an expectation that AI-related investments will regain favor in the market [3][12] Economic Indicators - The upcoming personal consumption expenditure report will be crucial for understanding inflation trends and their potential impact on interest rates [9][12] - Traders are pricing in a 63% chance of a 25 basis points rate cut at the Fed's June meeting, marking the first time odds exceed 50% [10][12] Stock Performance Highlights - Norwegian Cruise Line shares surged by 12.1% after activist investor Elliott disclosed a stake of over 10% in the company [12] - Fiserv's shares increased by 6.9% following reports of a stake acquisition by activist investor Jana Partners [12] - Masimo's stock jumped 34.2% after Danaher announced its acquisition for $9.9 billion, while Danaher shares fell by 2.9% [12] Market Statistics - Advancing issues outnumbered decliners by a 1.02-to-1 ratio on the NYSE, while the Nasdaq saw a 1.07-to-1 ratio favoring decliners [11][12] - The S&P 500 recorded 42 new 52-week highs and 10 new lows, while the Nasdaq Composite had 81 new highs and 224 new lows [11][12] - Trading volume on U.S. exchanges was 17.76 billion shares, below the 20.7 billion average over the last 20 trading days [11][12]

"狂加"英伟达、"新入"CoreWeave、Credo和Tempus 文件显示，段永平在Q4一口气增持了663.93万股，持仓数量激增1110.62%，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直 接推升至其组合的第三大重仓股（占比7.72%）。 在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓"试水"三家极具代表性的AI垂直领域公司。 数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只 股票，减持幅度最大的是苹果。 | | | | % of | | Reported | % difference | | % (shares) | % change to | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | History | Ticker = Stock = | | | Portfolio = Shares* = | Price* = | Current Price = | Value = ...

美股频道更多独家策划、专家专栏，免费查阅>> 2月18日，根据美国证券交易委员会披露的信息，老虎环球管理公司（Tiger Global Management）和 Adage Capital Partners等投资者在2025年第四季度减持了一些人工智能重量级公司的股票，其中包括英 伟达和亚马逊。一些主要投资者日益担心 "华丽七巨头"（包括Meta和微软）的估值已变得过高，而且 它们在人工智能技术上的巨额支出将无法带来足够的回报，而这些季度13-F文件让人们了解了这些投资 者的反应。 老虎环球在第四季度将其持有的微软股票从截至2025年9月30日的650万股减少到547万股。但该对冲基 金仍是微软最大的投资者之一，持股价值达 26 亿美元。老虎对亚马逊的持股也进行了较小规模的减 持，减持幅度为 9.35%，截至 2025 年底，亚马逊持股为 1,000 万股，价值 23 亿美元；老虎还减持了英 伟达的持仓，目前价值 21 亿美元。Adage Capital披露，该公司在微软、Alphabet 和亚马逊以及英伟达 等公司的减持幅度较小，在1%到3%之间。但Adage还将其在甲骨文（另一家涉足人工智能主题的公 司） ...

Market Overview - Major U.S. benchmarks finished higher, with the Dow Jones Industrial Average up 0.07% to 49,533.19, the S&P 500 up 0.1% to 6,843.22, and the Nasdaq up 0.14% to 22,578.38 [1] Palo Alto Networks Inc. (NASDAQ:PANW) - Palo Alto Networks' stock declined by 2.07%, closing at $163.50, with an intraday high of $166.01 and a low of $160.08; in after-hours trading, the stock fell 8.4% to $149.75 [1] - The company guided fiscal third-quarter adjusted EPS of 78–80 cents, below the 92-cent consensus, despite revenue guidance of approximately $2.94 billion exceeding estimates; full-year revenue outlook was raised to $11.28–$11.31 billion, but full-year adjusted EPS guidance was lowered to $3.65–$3.70, impacting investor sentiment [2] - Benzinga Edge Stock Rankings indicate Palo Alto Networks stock has a Momentum in the 16th percentile and Value in the 5th percentile [7] Advanced Micro Devices Inc. (NASDAQ:AMD) - Advanced Micro Devices' stock fell by 2.05%, closing at $203.08, with an intraday high of $205.30 and a low of $194.83; in after-hours trading, the stock fell 2.3% to $198.36 [3] - Investors are rotating out of semiconductor stocks due to high valuations and demand cycles, leading to caution despite strong earnings [3] Nvidia (NASDAQ:NVDA) - Nvidia's stock rose by 1.20%, ending at $184.97, with a high of $187.15 and a low of $179.18 during the day [4] OLB Group Inc. (NASDAQ:OLB) - OLB Group's stock skyrocketed by 256.54%, closing at $1.48, with an intraday high of $1.80 and a low of $0.66; in after-hours trading, the stock fell 32.92% to $0.99 [5] Meta Platforms Inc. (NASDAQ:META) - Meta Platforms' stock slightly dipped by 0.075%, closing at $639.29, with an intraday high of $642.60 and a low of $628.80; in extended trading, the stock gained 0.66% to $643.50 [6] - Meta's shares moved higher in extended trading after announcing a long-term AI infrastructure partnership with Nvidia to enhance its data centers for AI training and inference [6]

当地时间周二（2月17日）， Meta和英伟达宣布，两家美国科技巨头建立了新的长期合作伙伴关系，涵盖本地部署、云和人工智能（AI）基础设 施。 "通过CPU、GPU、网络和软件的深度协同设计，我们将完整的英伟达平台带给Meta的研究人员和工程师，助力他们构建下一代人工智能前 沿的基础。" 扎克伯格则表示，"我们很高兴能与英伟达扩大合作， 利用其Vera Rubin平台构建领先的集群，为全世界每个人提供个人超级智能。" Meta还在声明中表示，公司将把英伟达的安全技术整合到通信应用程序WhatsApp的AI功能中。消息公布后，Meta与英伟达股价在盘后交易 中上涨，AMD股价一度跌超4%。 新闻稿写道，Meta将构建针对训练和推理进行优化的超大规模数据中心，以支持公司长期的AI基础设施路线图。 此次合作将实现数百万枚Blackwell和Rubin GPU，以及英伟达的Grace CPU的大规模部署，英伟达Spectrum-X以太网交换机也将集成到 Facebook的开放式交换系统平台中。 声明写道， "此次合作代表了英伟达Grace的首次大规模部署，并通过对CPU生态系统库的共同设计和软件优化投资，提高了每一代 ...

市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 英伟达已出售其持有的芯片架构技术公司Arm Holdings Plc全部剩余股份，两家公司之间波折重重的纠 葛就此画上句号。 据监管文件披露，英伟达于2025年第四季度出售110万股Arm股票，按Arm周二收盘价计算，对应价值 约1.4亿美元。交易完成后，英伟达对Arm的持股比例降至零。 回溯至2020年，英伟达曾宣布以400亿美元收购Arm，该交易原本有望成为芯片行业史上规模最大的收 购案。但交易随即遭到监管机构与客户的反对，Arm的技术支撑着全球绝大多数先进半导体芯片的研发 与生产，其行业独立性被视为至关重要的资产。2022年2月，双方正式终止收购协议，由软银集团控股 的Arm随后启动公开上市计划。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 如果你想涉足DRAM和闪存市场，最好做好承受过山车般波动的准备。因为这些行业的繁荣与萧条周 期，真可谓惊心动魄。 正当GenAI市场在2022年11月迎来ChatGPT主流化的关键时刻时，此前近三年受新冠疫情推动的个 人和数据中心基础设施建设热潮不仅没有消退，而且随着整个IT行业需求的萎缩，DRAM和闪存的价 格也下跌了一半甚至更多。内存和闪存厂商遭受重创，库存积压严重。 如今推动 GenAI 繁荣发展的超大规模数据中心运营商、云构建商和模型构建商可能都希望自己有时 光机，因为现在对 DRAM 和闪存的需求远远超过了供应，价格再次飙升至天价。 在DRAM方面，全球超过一半的服务器需要配备数百GB的HBM堆叠式内存，以满足数百万台服务器 的需求。为了制造八个高HBM3内存堆叠，每个最终能正常工作的堆叠都需要消耗三个DRAM芯片， 因为堆叠过程中经常会出现问题，而且无法将废弃堆叠中的内存拆解并重新利用。堆叠越高，获得正 常工作的堆叠就越困难，良率也越低，而且随着每一代新的HBM的出现，其固有的良率也在不断降 低。因此，尽管HBM需求旺盛，但它会消耗大量的芯片，而这些 ...