记者丨曾静娇 编辑丨金珊 美东时间周二，美股三大指数集体高开，截至北京时间23:00左右，道指涨逾360点，续创盘中 历史新高。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 50498.45 | 23254.24 | 6979.29 | | +362.58 +0.72% | +15.57 +0.07% | +14.47 +0.21% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 64503.54 | 4174.20 | 7873.61 | | -62.38 -0.10% | -17.02 -0.41% | +55.97 +0.72% | 明星科技股多数上涨。七巨头方面，微软涨超2%，亚马逊涨超1%，特斯拉、苹果小幅上涨， 谷歌逆势跌超1%。 热门中概股多数上涨，纳斯达克中国金龙指数涨0.72%。叮咚买菜涨超9%，腾讯音乐、迅雷、 理想汽车、信也科技涨超2%，阿里巴巴涨超1%；金山云跌超3%，大全新能源、唯品会跌超 1%。 商品方面，黄金、白银、比特币短线跳水，国际油价涨跌不一。 截至北京时间23:00，现货白银跌近2%，失守82美元关口， ...

格隆汇2月10日｜奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨超2%，微软、台积电涨近2%，特斯 拉涨超1%。 ...

每经AI快讯，2月10日，美股明星科技股多数上扬，奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨 超2%，微软、台积电涨近2%，特斯拉涨超1%。 ...

2026.02. 10 本文字数：2009，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 有报道称，美国计划在下一轮芯片关税中豁免亚马逊、谷歌和微软等美国科技巨头，原因是这些企业 正竞相建设推动人工智能（AI）热潮的数据中心。知情人士透露，美国商务部计划为美国本土超大规 模企业提供的关税豁免将与台积电（TSMC）的投资承诺挂钩。 哈佛大学肯尼迪政府学院教授福尔曼（Jason Furman）在近期的一场研讨会上对第一财经记者表 示，一方面，特朗普政府以关税威胁为手段，推动更多美国制造业的发展，另一方面，从截至目前的 发展看，特朗普政府取消威胁、增加关税豁免的案例比收紧关税的案例要多。 牛津经济研究院也在近期针对全球商业人士的风险调查报告中发现，尽管存在地缘政治风险的担忧， 但全球商业界对美国贸易政策全球影响的忧虑已有所缓解，总体而言，企业并未察觉全球增长前景出 现明显变化。 分配豁免额度？ 据新华社报道，美国白宫1月14日发布声明说，美国将从15日起对部分进口半导体、半导体制造设 备和衍生品加征25%进口从价关税。根据白宫公布的事实清单，英伟达公司H200芯片和超威半导体 声明称，此次加征关税依据的是《196 ...

Core Insights - Taiwan Semiconductor Manufacturing Company (TSMC) reported January revenue of NT$401.3 billion ($12.7 billion), marking a 37% year-over-year increase that surpassed analyst expectations [1] Financial Performance - The revenue of NT$401.3 billion ($12.7 billion) for January indicates strong financial performance, reflecting the company's ability to capitalize on the growing demand for AI technology [1] - The year-over-year increase of 37% demonstrates significant growth compared to the previous year, highlighting TSMC's robust market position [1]

Quick Read Taiwan Semiconductor Manufacturing (TSM) posted record January revenue of $12.7B, up 37% year-over-year on strong AI chip demand. Taiwan Semiconductor lifted capex guidance to $52B-$56B as largest customers have committed to buying all advanced chips it can produce. High-performance computing accounted for 60% of Taiwan Semiconductor’s Q4 revenue, with that mix expected to rise in 2026. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirem ...

Group 1 - U.S. retail sales in December remained flat month-over-month, falling short of expectations [1] - Major U.S. stock indices opened higher, with the Nasdaq up 0.14%, S&P 500 up 0.16%, and Dow Jones up 0.29% [1] Group 2 - TSMC's stock rose by 2.5%, with January sales increasing by 36.8% year-over-year to NT$401.26 billion, marking a new high [1] - Ferrari's stock surged over 8% after Q4 net profit exceeded expectations, benefiting from optimized product mix and increased demand for custom models [1] - AstraZeneca's stock increased by 3.3%, with product sales growing by 9% to over $55.5 billion last year, and the company expects to maintain growth this year [1] - BP's stock fell over 5% after the company announced the cancellation of a $750 million shareholder return plan to focus on debt reduction [1]

Let's bring in Kevin Green, a senior markets correspondent right away to help set up the action today. All right, KG, uh let's talk big picture, your big picture take on where things stand in markets now. >> Yeah, good morning, uh Diane.Look, if we're looking at the markets over the last couple of days, obviously, we have seen a nice little rally to the upside here. And I would say I'm a little cautious at these current levels when you're looking at the S&P 500 around this 69.80% uh level has been an area o ...

Core Insights - Taiwan Semiconductor Manufacturing Co. (TSMC) reported significant monthly sales growth for January, indicating strong demand for artificial intelligence applications [1] Company Summary - TSMC's sales growth figures for January are described as "huge," reflecting a robust market for AI-related technologies [1]

4. AI初创公司Anthropic拟锁定10吉瓦数据中心算力，规模超越OpenAI。 2. 欧股主要指数涨跌不一，德国DAX指数涨0.03%，英国富时100指数跌0.34%，法国CAC指数涨 0.25%，欧洲斯托克50指数涨0.19%。 3. 花旗警告："AI颠覆"恐导致软件股回测2023年低点，长期终端价值蒸发约1/3。 5. 美国计划豁免亚马逊、谷歌和微软等公司即将面临的芯片关税，或与台积电的投资承诺挂钩。 1. 美国三大股指期货小幅上涨，纳指期货涨0.22%，标普500指数期货涨0.15%，道指期货涨0.01%。 12. 百度据报秘密启动"O计划"，内部人士：与百度APP有关。 13. 千问APP正测试接入大麦，覆盖从影片推荐、智能选座到支付出票的整个流程。 14. 阿斯利康2025年产品销售额增长9%至超555亿美元，预期今年将保持增长势头。 15. 可口可乐去年Q4净营收118亿美元低于预期，预计今年调整后有机营收增长4-5%。 16. 英国石油去年Q4基本重置成本利润同比增长32%至15.4亿美元，暂停股票回购。 6. 台积电1月销售额同比增长36.8%至4012.6亿新台币创新高，董事会核准4 ...