【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]

U.S. equity markets reached new milestones on Wednesday, February 18th, 2026, as investors shrugged off lingering inflation concerns to push major indexes to all-time closing highs. The session was characterized by a robust "risk-on" appetite, primarily driven by a resurgence in the technology sector and a series of positive earnings surprises from the industrial and utility sectors. As the trading day concluded at 4:00 PM ET, the focus immediately shifted to the after-hours market, where significant corpor ...

来源：环球市场播报 第9名谷歌A类股收高0.43%，成交47.62亿美元。谷歌与苹果公司正将音乐类生成式人工智能功能引入 其核心消费者应用，此举凸显了先进的AI工具在步入主流使用。 谷歌周三在博客文章中表示，Gemini人工智能助手现可基于用户上传的文本、照片或视频，利用Google DeepMind最新的Lyria 3模型生成30秒的音乐曲目。该功能可生成定制歌词或纯音乐音频，将向18岁以 上用户开放，并支持多种语言。谷歌表示，新功能将在Gemini桌面版率先推出，并将在未来几天登陆移 动应用。 谷歌还表示，其广受欢迎的图像生成模型Nano Banana将为音乐作品生成定制封面，在用户分享曲目链 接时添加视觉效果。 第10名Palantir收高1.77%，成交81.6亿美元。随着南佛罗里达州打造科技中心的努力日益增强，该公司 已将其总部从丹佛迁至迈阿密。此前，该公司已从帕洛阿尔托迁出，并且其政府和国防合同仍在持续扩 展中。 周三美股成交额第1名英伟达收高1.63%，成交301.82亿美元。据报道，英伟达和Meta Platforms宣布达 成一项多年期协议，将为Meta的美国AI数据中心扩张提供"数百万块" ...

Company Developments - Meta Platforms and Nvidia have entered a multi-year agreement for Meta to deploy millions of Nvidia's AI chips, boosting Nvidia's position in AI hardware as Meta expands its data center capabilities [1][2] - Nvidia's shares increased by 1.6% following the announcement, while Meta's shares rose by 0.6% [2] - Amazon's stock rose by 1.8% after it was reported that Bill Aman's Pershing Square increased its stake in Amazon by 65% in the fourth quarter, making it the fund's third-largest position [3] Regulatory Updates - The FDA has reversed its initial refusal and agreed to review Moderna's application for its first mRNA-based seasonal flu shot, which is now expected to receive a final regulatory decision by August 5th [4][5] - Moderna's stock climbed approximately 6% on the news, with the company aiming to have the vaccine ready for the 2026-2027 flu season [6] Economic Indicators - Walmart is set to report earnings, with analysts expecting a revenue growth of about 5.6% year-over-year to $190.6 billion, an improvement from the previous year's 4.1% increase [9][10] - Earnings per share are anticipated to be around $0.73, and Walmart has only missed Wall Street revenue estimates once in the past two years [10] - Jobless claims data will be released, which is expected to provide insights into the stability of the job market following strong jobs data from the previous week [12][13] - The trade balance for November is projected at $56.8 billion, which will influence GDP estimates [14]