Market Overview - The Shanghai Composite Index rose by 25.58% during the Year of the Snake, closing above 4000 points [1] - On February 13, major stock indices in Japan and South Korea closed lower, with the Nikkei 225 down 1.21% and the KOSPI down 0.28% [1] - Domestic commodity futures showed mixed results, with the main contract for caustic soda rising over 2% [1] Fund Flow - On February 13, the top ten stocks by net fund inflow included Huasheng Tiancheng, with a net inflow of 2.153 billion yuan [3] Institutional Insights - Invesco's Chief Global Market Strategist, Brian Levitt, stated that the current market performance is not indicative of a cycle reversal or an "AI bubble" burst, but rather a healthy adjustment after a slowdown [4] - PGIM's Chief Global Economist, Daleep Singh, projected a significant increase in capital expenditure by tech giants, expected to rise by 60% to between 650 billion and 700 billion dollars by 2026, but warned that if AI capital spending falls short of expectations, the economic outlook may shift to a "slow growth" mode [4]
四点半观市 | 机构：当前市场表现并非周期逆转或所谓的“AI泡沫”破裂
Sou Hu Cai Jing·2026-02-13 08:27