科技股领涨市场，英伟达涨超2%，此前Meta在周二宣布，其数据中心扩建将使用数百万颗英伟达芯 片。 作为"七巨头"成员，亚马逊股价上涨2%。监管文件显示，比尔·阿克曼（Bill Ackman）旗下的潘兴广场 基金（Pershing Square）在第四季度将其在该电商巨头的持股比例提高了65%，使其成为该基金的第三 大持仓股。此前，该股刚刚结束了连续九个交易日的下跌。 美光科技暴涨约6%，此前大卫·泰珀的阿帕卢萨资产管理公司增持了股份，持仓提升至4.28亿美元，增 幅达200%，使这家AI系统关键内存芯片制造商成为该基金第四大持仓，此外，美光科技斥资2000亿美 元以突破AI内存瓶颈。 兄弟姐妹们啊，大年初三，泰勒继续加班！ 2月18日晚间，全球资产全线暴涨，美股三大指数直线拉升，白银暴涨6%，黄金大涨2%，原油大涨 3%！ 一起看看它们趁着我们放假，都发生了什么事情！ 美股大涨 美股低开高走，道指涨超300点，纳指涨超1%，标普指数涨约0.9%。 与此同时，伊朗革命卫队本周在霍尔木兹海峡进行了军事演习。根据能源咨询公司Kpler的数据，全球 约三分之一的海运原油出口需经过这一咽喉要道。石油市场极度担心一旦美 ...

文 任泽平 刚从美国回来，我才明白马斯克说的"超音速海啸"是什么意思。亲历CES和硅谷后，我只有一个感觉：震撼！一个新时代真的来了。 AI不是风口，是海啸。 1、CES变成AI展，机器人已"判若两人" 2026年，或许就是那个转折点。届时汽车行业将彻底洗牌。 今年CES只有一个主题：AI。整个展会火爆到难以想象。机器人、自动驾驶展位，挤得人山人海。 机器人的进步太快了。看到它们轻松地翻跟斗、打拳击、端盘子，还能安静地折纸。去年还有人嘲笑机器人笨拙，今年所有人都开始担心自己会 不会被替代。马斯克放出豪言，3年内Optimus机器人手术水平将超越全球顶尖医生。 在旧金山街头到处都是Waymo的无人驾驶出租车，行驶流畅。AI是这个时代最大机会，可能远超三十年前的IT互联网。 2、亲驾FSD后背心发凉，马斯克没吹牛 我试驾了特斯拉最新FSD。一个词，丝滑。全程无需接管，红绿灯、调头、进出主路，系统处理的比老司机还稳。马斯克坚持纯视觉，靠的是海 量数据和强大算力。 我把体验分享给国内的企业家。余承东认为，国内路况更复杂，加上激光雷达方案会更安全。 但一个共识是无人驾驶的大规模落地，比我们想象中快得多。马斯克、余承东、何 ...

As we are headed into the last and most important earnings of the season, coming on February 25th , the market gets excited and worried at the same time. I can relate to theI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned perspect ...

Nvidia (NVDA) closed the last trading session at $184.97, gaining 3.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $255.55 indicates a 38.2% upside potential.The mean estimate comprises 47 short-term price targets with a standard deviation of $42.12. While the lowest estimate of $140.00 indicates a 24.3% decline from the current price level, the most optimistic analyst expects ...

黄金概念股大涨，科尔黛伦矿业涨3.5%，Vista黄金涨2.8%，First Majestic Silver、Endeavour Silver涨 2.6%，埃氏金业涨2.4%，纽曼矿业、泛美白银涨超2%，金田、哈莫尼黄金涨1.2%。消息面上，晚间黄 金白银双双急速拉升，现货黄金涨超2.6%，重新站上5000美元，现货白银涨幅扩大至6%，报78美元/盎 司。 记者丨金珊 编辑丨江佩霞 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%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49822.58 | 22839.25 | 6895.64 | | +289.39 +0.58% | +260.87 +1.16% | +52.42 +0.77% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 62620.16 | 4052.77 | 7621.28 | | +688.38 +1.11% | +44.12 +1.10% | +37.29 +0.49% | 大型科技股涨多跌少，英伟达涨超2% ...

Cash flow performance remained outstanding. Operating cash flow increased to $23.8 billion from $17.6 billion in the prior-year quarter, and free cash flow rose 64% to $22.1 billion. Nvidia ended the period with $60.6 billion in cash, short-term debt below $1 billion, and long-term debt of $7.5 billion, leaving cash more than eight times the long-term debt balance.The company recorded $57 billion in sales, which was 62% higher than the same quarter last year. Earnings per share climbed 60% to $1.30, clearin ...

Core Insights - Duan Yongping, known as 'the Chinese Warren Buffett,' has submitted his fourth-quarter 2025 13F filing, revealing a portfolio focused on artificial intelligence and blue-chip stocks [1] Portfolio Changes - A significant increase in Nvidia (NASDAQ: NVDA) shares was noted, with Yongping adding 6,639,300 shares, raising his total stake to 7,237,100 shares, which constitutes approximately 7% of his portfolio, valued at around $1.35 billion, marking a 1,110.62% increase in share count [2][3] - New investments included CoreWeave (NASDAQ: CRWV) with 299,900 shares valued at approximately $21.48 million, Credo Technology Group Holding (NASDAQ: CRDO) with 141,300 shares worth roughly $20.33 million, and Tempus AI (NASDAQ: TEM) with 110,000 shares valued at $6.50 million [4] Position Reductions - Yongping reduced his stake in Apple (NASDAQ: AAPL) by 2,470,600 shares, a 7.09% decline, impacting the overall portfolio by 4.29% [5] - A significant cut was also made in ASML Holding NV (NASDAQ: ASML), with a reduction of 70,100 shares, representing an 87.63% decrease [5] - Other notable adjustments included a 38.24% increase in Berkshire Hathaway (NYSE: BRK) holdings, adding 1,984,896 shares, bringing the total to 7,176,196 shares valued at approximately $3.61 billion [4]

SoftBank Group (SFTBY) just announced in its latest 13F form that it has completely divested its holdings in Nvidia (NVDA), selling its shares that were valued at $3.59 billion as of the end of the prior quarter. The announcement has naturally caught everyone’s attention. The question that naturally comes to mind is, should we follow their lead? The timing of this announcement is particularly interesting. NVDA stock has still been rising sharply over the past 12 months, even after pulling back from its 5 ...

Core Insights - Duan Yongping's H&H International Investment reduced its stake in Apple during Q4 2025, mirroring actions taken by Berkshire Hathaway [1][2][4] - The investment firm significantly increased its position in AI-related stocks, particularly Nvidia, and initiated positions in CoreWeave, Credo, and Tempus [1][6][8] Investment Actions - Duan Yongping's firm reduced its holdings in several companies, including Apple, Occidental Petroleum, Alibaba, Disney, and ASML in Q4 2025 [2][4] - The reduction in Apple shares exceeded 7%, amounting to a total of 2.4706 million shares sold [4] - Despite the reduction, Apple remains the largest holding in the portfolio, with a long-term investment history dating back to 2011 [5] Nvidia Investment - The firm increased its Nvidia holdings by 663.93 million shares, marking a staggering 1110.62% increase, bringing total shares to 7.2371 million [6] - The market value of Nvidia shares in the portfolio rose to $1.35 billion, making it the third-largest holding, accounting for 7.72% of the portfolio [6] New AI Investments - New positions were established in CoreWeave (299,900 shares), Credo (141,300 shares), and Tempus (99,000 shares), focusing on key areas of the AI supply chain [8] - CoreWeave specializes in high-performance cloud services tied to Nvidia's GPU capabilities, while Credo focuses on high-speed connectivity solutions for AI data centers, and Tempus is a leader in AI-driven precision medicine [8] Future Outlook - Duan Yongping expressed a strong interest in AI, indicating a commitment to understanding and investing in the technology, suggesting that the next decade could see significant changes driven by AI advancements [9]

Core Insights - NVIDIA and Meta Platforms announced a significant partnership, with Meta committing to purchase "millions" of Blackwell and Rubin GPUs, indicating a preference for NVIDIA's architecture over custom silicon for AI workloads [1] - This partnership is part of Meta's broader capital expenditure plan of $115-135 billion for 2026, positioning it as a major investor in AI infrastructure [1] - The announcement led to a 1.6% increase in NVIDIA's stock price, reinforcing CEO Jensen Huang's argument that the threat from custom ASICs was overstated [1] Group 1: Partnership Details - Meta's commitment to NVIDIA GPUs is a strategic move against the rising trend of companies developing their own chips, such as Google's TPUs and Amazon's Trainium [1] - The deal includes scaling out with NVIDIA's Spectrum-X Ethernet, which negatively impacted shares of Arista Networks [1] - Meta's CEO Mark Zuckerberg emphasized the importance of NVIDIA's technology for achieving the company's vision of advancing personal superintelligence by 2026 [1] Group 2: Market Implications - The partnership could signify a turning point for NVIDIA, which has seen its stock trade sideways despite positive news [1] - Analysts predict NVIDIA could achieve over $9 in earnings per share (EPS) this fiscal year, potentially reaching $10, compared to Wall Street's expectation of $7.76 [1] - If NVIDIA meets these targets, it would be trading at approximately 18 to 20 times forward earnings, reflecting continued growth [1] Group 3: Competitive Landscape - Huang has successfully countered the ASIC narrative by demonstrating strong sales of Blackwell GPUs and securing supply chains in key markets [1] - The partnership with Meta serves as a validation of NVIDIA's technology and could influence other companies' decisions regarding chip development [1] - Huang's leadership and strategic moves may solidify his status as a leading figure in the tech industry [1]