当地时间2月24日，美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。 大型科技股多数上涨，英特尔涨超5%，特斯拉、奈飞、苹果涨超2%，微软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。PayPal两个交易日 累计上涨13%，创2022年以来最大同期涨幅。 苹果市值一夜增加875亿美元（约合人民币6023亿元）。 汤森路透涨超11%。当地时间2月24日周二，Anthropic在直播活动中发布面向Claude Cowork智能体的10款全新AI插件工具，覆盖投资银行、财富管理、 HR、私募股权（PE）及工程设计等多个垂直场景，旨在自动化上述专业领域工作流程，将AI agent与投行、人力资源等工具深度关联。Anthropic企业产品 负责人Scott White对媒体表示，Claude的目标是为客户带来更好的结果，而非取代他们。Anthropic发布会期间，多家合作伙伴股价走高。 AMD涨超8%。据媒体报道，Meta与AMD达成了一项为期五年的重磅AI芯片及设备采购协议，交易总价值预计在600亿美元至逾1000亿美元之间。 根据最新披露的协议内容，Meta将在未来 ...

美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。半导体板块领涨，AMD 收涨逾8%，英特尔涨近6%，台积电涨超4%。大型科技股多数上涨，特斯拉、奈飞、苹果涨超2%，微 软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。 来源：市场资讯 （来源：科创100ETF基金） ...

● 本报记者 刘英杰 太空光伏概念持续升温，正成为备受资本市场瞩目的新赛道。Wind数据显示，万得光伏概念指数2月24 日上涨1.70%。指数成分股中，协鑫集成、南网能源、嘉泽新能涨停，石英股份涨超9%，国晟科技、金 开新能、电投绿能等跟涨。 分析人士认为，在马斯克"太空光伏"战略以及国内卫星互联网加速建设的双重催化下，光伏产业正迎来 全新的应用场景与增量空间。 在调整出口退税政策方面，财政部、税务总局1月9日发布的《关于调整光伏等产品出口退税政策的公 告》指出，自2026年4月1日起，取消光伏等产品增值税出口退税。这是继2024年11月将部分光伏设备出 口退税率由13%下调至9%后的又一次重要调整。中国光伏行业协会认为，此举有助于推动国外市场价 格理性回归，降低贸易摩擦风险。 在深化电力市场改革方面，国务院办公厅日前印发《关于完善全国统一电力市场体系的实施意见》，面 对电力生产方式、消费模式、产业结构发生的巨大变化，《意见》站在新的历史起点上，围绕新形势新 情况新要求，对未来5-10年完善全国统一电力市场体系的重点任务进行了安排部署。此外，工业和信息 化部等五部门联合印发《工业绿色微电网建设与应用指南（20 ...

Key Takeaways There are some similarities but also key differences between the Nifty 50 & Mag 7.Mag 7 stocks currently trade at a slim premium to the S&P 500 Index.Leaders like MSFT have transformed into GARP plays. What were the Nifty 50?The “Nifty 50” was a group of 50 of the most followed, large-cap stocks on the NYSE that flourished in the 1920s and early 1970s. The group of stocks included well-known, popular companies such as Walmart (WMT), Polaroid, Xerox (XRX), and Coca-Cola (KO). During the early 1 ...

Tesla must face lawsuit alleging anti-American bias in hiring, US judge rules | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Tesla logo is seen in this illustration taken July 23, 2025. REUTERS/Dado Ruvic/Illustration/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Tesla Inc]FollowFeb 24 (Reuters) - A U.S. judge has refused to dismiss a lawsuit accusing Tesla [(TSLA.O), opens new tab] of discriminating against Ame ...

Alphabet Inc.’s Waymo will start offering commercial robotaxi service in the three biggest cities in Texas, pushing ahead with its aggressive expansion plan after a recent setback in New York.The rollout of rides with no safety driver will begin Tuesday in Houston, Dallas and San Antonio, Waymo said in a statement. Operations will be initially be limited to zones of between 25 and 60 square miles (65 to 155 square kilometers), depending on the city. The debut advances Waymo’s goal of starting service this y ...

要点 美国电动汽车制造商特斯拉 1 月在欧洲的销量连续第 13 个月下滑，而其最大的中国竞争对手销量再度 飙升。 欧洲汽车制造商协会（ACEA）周二发布的数据显示，1 月特斯拉新车注册量降至 8075 辆，同比下滑 17%，这是其连续第 13 个月销量萎缩。 与此同时，特斯拉在欧盟、英国、瑞士、挪威及冰岛的市场份额从去年同期的 1% 降至 0.8%。 荷兰国际集团（ING）交通与物流高级行业经济学家里科・卢曼在邮件中告诉 CNBC，这标志着埃隆・ 马斯克的公司新一年的开局 "极为疲软"。 "去年特斯拉在欧洲的品牌形象有所恶化，如今市场上涌现出大量高性价比新电动车（包括比亚迪、名 爵、极氪等品牌），消费者有了更多选择，而特斯拉却缺乏新车型，" 他补充道。 卢曼表示，特斯拉专注于自动驾驶研发，而非推出新车型、扩充大众车型阵容，这可能也是影响因素之 一。 "欧洲市场还有一个情况，大量第一代特斯拉车型（租赁 4-6 年后）目前正重新投放市场，这压低了二 手车价格，" 卢曼说，并补充道二手市场上有大量价格极具竞争力的特斯拉车型。 2026 年 1 月，特斯拉在欧洲的新车注册量同比下滑 17%，连续第 13 个月在欧洲大 ...

Group 1: Tesla - Noble is bearish on Tesla, highlighting a significant drop in earnings per share from $4.50 in 2022 to approximately $1.70 last year, despite a market cap exceeding $1.2 trillion [5] - There are concerns about Tesla facing cash flow problems this year as capital expenditures increase while revenue declines for a third consecutive year [5] - Polymarket traders are pricing a 77% chance that Tesla's Q1 deliveries will fall below 350,000 units, indicating a potential drop of at least 68,000 vehicles, which supports Noble's thesis of deteriorating demand [6] Group 2: Bitcoin - Noble describes Bitcoin as "the Facebook of speculative assets," suggesting it has lost appeal among younger speculators who are now engaging with platforms like FanDuel and zero-DTE options [3] - Bitcoin has decreased roughly 50% from its all-time high of nearly $126,000 in October 2025, with Polymarket traders pricing only a 33% chance that it will reclaim $100,000 before year-end [3] - Eisman notes that Bitcoin's trading behavior has been contrary to its underlying thesis, as it tends to fall on inflation-fear days and rally alongside tech stocks [4] Group 3: Energy and Gold - Noble advocates for a rotation out of tech and into energy, expressing a bullish stance on gold, which has risen 65% in 2025 to over $5,100, arguing that fiat currencies are being debased [8] - Eisman counters Noble's gold thesis, stating that as long as there is no alternative to Treasuries as the global financial backbone, the argument remains academic [8] Group 4: Broader Market Sentiment - Noble presents a bearish outlook on the broader AI trade, citing research that suggests capital misallocation in AI could be 17 times worse than the dot-com bust [6] - An engineer's perspective on AI tools indicates a reluctance to pay premium prices, as they find sufficient value in lower-cost options like ChatGPT at $20/month [7]

February 13, 2026 02:20 AM GMT China Industrials | Asia Pacific Catalyst Driven Idea - Tesla Optimus Gen 3 Launch Tesla's Gen 3 Optimus is likely to be unveiled in 1Q26. We anticipate that enhancements in hand dexterity and body structure could benefit the China humanoid value chain. What and when is the catalyst? Tesla (covered by Andrew Percoco) has signaled an upcoming Gen 3 Optimus unveil by 1Q26. The China supply chain is highly sensitive to Optimus updates, as indicators of broader industry progress, ...

强 Call 节后国内外机器人本体链共振行情 20260223 摘要 2026 年春晚机器人本体表现亮眼，宇树科技进步显著，银河通用、宗 研动力、魔法原子等公司亦展示了各自优势，预示机器人技术商业化应 用加速。 投资者应关注与机器人本体企业有实际合作关系的供应链公司，但需注 意部分标的估值已较高，选股难度增加，应关注已获小批量订单且主业 良好的企业。 特斯拉三代机器人预计于 2026 年一季度发布，将成为市场重要催化剂， 其侧重整体发展能力，与国内机器人本体注重运控能力及商业应用形成 差异化竞争。 投资策略上，可关注特斯拉三代机器人供应链中具有格局优势的零部件 环节，以及具备潜力但尚未被充分挖掘的小型供应商，以获取确定性和 弹性收益。 2026 年上半年，市场将逐步识别特斯拉供应链中的定点公司及其份额， 投资者需精挑细选标的，结合股价和估值位置进行综合考量，关注新技 术方向带来的投资机会。 Q&A 今年春节期间，国内机器人本体在春晚上的表现如何？ 今年春节期间，国内机器人本体在春晚上的表现总体令人惊艳。宇树科技的表 现尤为突出，其机器人组成的表演团体与真人配合进行武术表演，场面壮观且 机器人数量众多，吸引了大 ...