多次嚷嚷着期待访华后，特朗普忽然对华下黑手。 扬言要对砸下160%的关税，摆出一副强硬制裁、势在必得的架势。 妄图通过极限施压遏制中国发展，让美国实现赶超。 可他万万没想到，这场精心策划的制裁，最终却沦为搬起石头砸自己的脚。 2月12日，那天美东时间的下午，纽约证券交易所的空气里弥漫着烧焦的味道。 巨大的电子看板上，并没有出现交易员们期待的"软着陆"曲线，取而代之的是一片令人窒息的惨绿。 道琼斯指数像是断了线的风筝，狂泻669点，纳斯达克也没能幸免，重挫2.03%。 人们在大厅里奔走呼号，惊恐地看着科技股的K线图做自由落体运动。 彼时媒体将这场雪崩归咎于对AI泡沫的恐慌，或者美联储那些模棱两可的暗示。 但如果我们把目光从喧嚣的交易大厅移开，聚焦到前一天。 美国商务部那张不起眼的办公桌上。 你会发现一份名为最终裁定的白色文件，才是引爆这颗深水炸弹的真正雷管。 就在那个2月，整个市场还在憧憬着特朗普按计划于4月访华，双方或许能在握手中达成某种默契。 然而，华盛顿的官僚们却在这个节骨眼上，选择了一种最极端的见面礼。 美国商务部国际贸易管理局大笔一挥，直接对来自中国的石墨产品宣战了。 反倾销税率被设定在93.5%到1 ...

Group 1: Investment Moves - Soros Fund Management initiated positions in Broadcom and Tesla worth a combined $69 million in Q4 [1] - The fund purchased 102,379 shares of Broadcom valued at approximately $35.4 million, averaging around $345 per share [1] - Soros acquired 56,661 shares of Tesla worth about $25.5 million, with an implied average buy price of $450 per share [1] Group 2: Broadcom's Performance - Broadcom's Q4 AI chip revenue reached $6.5 billion, up 74% year-over-year, with Q1 guidance of $8.2 billion, indicating 100% growth [1] - Analysts project AI semiconductor sales to double as a portion of revenue by 2026, potentially exceeding half of total sales by year-end [1] - Overall revenue for Broadcom is expected to grow 52% in fiscal 2026, reaching about $94 billion, driven by AI and infrastructure software [1] Group 3: Tesla's AI Initiatives - Tesla is investing between $30 billion to $70 billion in AI and robotics, including Full Self-Driving software and the Optimus humanoid robot [1] - The company aims to ramp up production of the Optimus robot to 50,000 to 100,000 units by 2026 [1] - Analysts forecast Tesla's net income to reach around $6.1 billion by 2026, with a potential market cap of $5 trillion if robotics initiatives succeed [2]

Retail investors talked up five hot stocks this week (Feb. 9 to Feb. 13) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.GameStopSome retail investors were bullish on GME’s prospects over the other retail and meme favorite stock, Rivian Automotive Inc. (NASDAQ:RIVN) .The stock had a 52-week range of $19.93 to $35.81, trading around $23 to $25 per share, as of the publication of this article. It fell 10.71% over the year and advanced by 2.17% over the las ...

Tesla Inc. (NASDAQ:TSLA) CEO and SpaceX founder Elon Musk projected a future where mass and energy, not the U.S. dollar, will serve as the global currency. Musk, on Friday, responded to a post on X by user @IterIntellectus, suggesting that AI-run solar-powered orbital computing could exceed Earth’s total current energy production by a factor of 1.8 million within three decades, considering SpaceX’s development pace as outlined by Musk. He envisions SpaceX deploying orbital solar-powered computing, starti ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, attracting significant interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate globally, indicating a shift in market dynamics [2] - The investment landscape is becoming increasingly competitive, with various tech giants like Tesla, Nvidia, and Microsoft being highlighted, while a smaller company is suggested to have significant growth potential [6]

Core Insights - Joby Aviation is preparing for certification in 2026 and is developing autonomous eVTOL technology with Nvidia's support [1][8] - The collaboration with Nvidia aims to enhance Joby's Superpilot autonomous flight technology, positioning Joby as a potential leader in the eVTOL market [2][3] - Joby and Archer Aviation are pursuing piloted aircraft initially, while Wisk focuses solely on autonomous planes, creating a competitive landscape [4][5] Company Strategy - Joby Aviation is adopting a vertically integrated strategy by designing, manufacturing, owning, and operating its own aircraft [2] - The partnership with Nvidia involves utilizing the IGX Thor Platform to advance autonomous flight capabilities [3][8] - Joby plans to develop autonomous functions that will assist human pilots, thereby enhancing safety and operational efficiency [7][10] Market Position - Joby's current market capitalization stands at $9.6 billion, with a stock price of $9.90 [4] - The company has a significant first-mover advantage in piloted eVTOL services, which may provide a competitive edge over Wisk's future autonomous offerings [11] - Joby's strategy to develop military eVTOLs could facilitate technology testing and data collection ahead of civil applications [10]

Market Overview - The S&P 500 decreased by 1.4% and the DOW by 1.1%, marking the worst week of 2026, with the tech-heavy NASDAQ down 2.3% due to policy chaos from the administration [1] - The market is experiencing volatility as the administration's tariff policies shift, impacting investor sentiment and market stability [1][11] Tariff Policy Changes - The Trump administration is considering rolling back steel and aluminum tariffs due to inflation concerns, which have moderated to 2.4% in January after a year of price fluctuations caused by these tariffs [2][3] - Shares of United States Steel Corp (X) fell by 3.4% and Alcoa (AA) by 2.8% in pre-market trading as renewed foreign competition becomes a possibility [2] Deregulation Efforts - The administration repealed the EPA's "Endangerment Finding," which was crucial for regulating greenhouse gases, benefiting the traditional energy sector but creating confusion for the auto industry [6][7] - Ford (F) and General Motors (GM) saw modest gains of 0.5% and 0.2% respectively, but the long-term implications of this deregulation remain uncertain as global markets move towards electric vehicles [6][8] Trade Deals and Global Relations - Recent trade announcements include a new framework with India, tariff reductions with Taiwan, and a deal with the U.K., but market reactions have been muted due to skepticism about the effectiveness of these frameworks [9][10] - The iShares MSCI Taiwan ETF saw a small increase of 0.9%, but concerns about a potential visit to China by the President may limit market optimism [10] Conclusion on Market Sentiment - The major indices are down, with the S&P 500 experiencing a 2.1% decline for the week, reflecting market uncertainty regarding the administration's policy changes [11] - Investors are left questioning the logic behind rolling back tariffs to combat inflation that the tariffs themselves helped create, highlighting the unpredictable nature of current market conditions [12]

晶科能源的会议室里，特斯拉和SpaceX的专家团队正仔细研究着最新的异质结电池组件，这场低调的考察可能正在重塑全球新能源产业的未来格局。 2月4日，光伏组件龙头晶科能源证实，公司近期确实与马斯克团队相关考察团有过接触。考察团对公司的技术储备、生产设备等进行了了解。 这并非单一企业的情况，"国内主流光伏企业也均有考察"。当天A股光伏板块集体上涨，晶科能源股价直接涨停。 马斯克团队最近密集访问了中国光伏产业链的多家核心企业。这次行动并非表面功夫，而是深入光伏设备、硅片、电池组件等全产业链环节的全面摸底。 TCL中环有关负责人透露："我们给马斯克团队展示了公司组件技术的相关内容，目前就是初步接触"。 异质结和钙钛矿技术路线成为重点考察对象，这两种技术被普遍认为是太空光伏的最优选择。 马斯克此次对中国光伏产业链的密集考察，与他在达沃斯论坛上公布的宏大计划直接相关。 他明确表示，SpaceX与特斯拉正同步推进太阳能产能提升，目标在未来三年内实现每年100GW的太阳能制造能力。 "100GW是什么概念？这相当于目前中国全年新增光伏装机容量的近一半。"中国企业联合会特约研究员胡麒牧表示。 马斯克计划将这些太空光伏电力用于两 ...

北京时间2026年2月13日凌晨，美国股市收盘的钟声敲响，但带来的不是平静，而是一片刺眼的红色。 道琼斯工业指数下跌669.42点，跌幅定格在1.34%，报收于49451.98点。 以科技股为主的纳斯达克综合指数遭遇了更猛烈的抛售，暴跌469.32点，跌幅高达 2.03%，收于22597.15点。 标普500指数也未能幸免，下跌108.71点，跌幅1.57%，报6832.76点。 这不仅仅是数字的下跌。 整个市场超过4100只股票收跌，上涨的股票寥寥无几。 交易员们盯着屏幕，看着三大指数从开盘的普遍上涨，一步步演变成盘中 跳水，尾盘加速下跌的"高开低走"惨剧。 纳斯达克指数开盘时还上涨了0.38%，但盘中越走越低，最终以大跌收盘。 标普500指数开盘上涨0.40%，却在盘 中经历了两次明显的跳水。 市场的恐慌情绪像病毒一样蔓延。 投资者开始疯狂抛售手中的资产，尤其是那些曾经备受追捧的科技股和成长股。 衡量市场恐慌程度的VIX指数大幅飙 升，显示市场避险情绪急剧升温。 这种抛售不是针对某一家公司，而是席卷了整个市场，从科技巨头到传统行业，几乎无一幸免。 在众多下跌的板块中，有色金属和贵金属板块的崩盘尤为惨烈。 ...

这场风暴的起点，可以精确到北京时间2月13日凌晨。 当时钟的指针划过零点，纽约交易所的电子屏上开始闪现一片刺眼的红色。 道琼斯工业平均指数率先跳水，紧接着，以科技股为主的纳斯达克综合指数像 断了线的风筝一样直线下坠。 截至当天收盘，道指暴跌669.42点，跌幅达到1.34%，报收于49451.98点。 纳斯达克指数的跌幅更为惨烈，全天下跌469.32点，跌幅高达2.03%，收于22597.15点。 标普500指数也未能幸免，下跌108.71点，跌幅1.57%，报6832.76点。 2026年2月13日，星期四，对于全球金融市场而言，这是一个被载入史册的"黑色星期四"。 当中国投资者还在睡梦中时，大洋彼岸的美国华尔街已经上演了一场惊心动魄的资产抛售潮。 | 序号 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 1 | SImain | 白银期货主连 (2603) | 75.770 | -8.150 | -9.7 | | 2 | SILmain | 微白银期货主连(2603) | 75.775 | -8.145 | -9. ...