芝麻AI速递：昨夜今晨财经热点要闻｜2026年2月19日

Group 1: Investment Moves - Warren Buffett significantly reduced his technology stock holdings, selling over 10.29 million shares of Apple, a 4.3% decrease, and cutting his Amazon stake by over 77% [2] - Berkshire Hathaway also sold nearly 50.8 million shares of Bank of America, while initiating a new position by purchasing 5.067 million shares of The New York Times [2] - This adjustment in holdings has drawn attention from investors regarding Buffett's future investment strategies [2] Group 2: AI and Technology Developments - Nvidia and Meta have announced a strategic partnership, with Meta set to purchase millions of Nvidia chips to enhance AI inference performance and energy efficiency [2] - This agreement supports Meta's plan to invest $600 billion in building 30 data centers by 2028, indicating a potential shift away from in-house chip development [2] Group 3: Market Trends and Economic Indicators - Gold prices experienced volatility, dropping below $4,900 per ounce due to cooling interest rate expectations from the Federal Reserve and profit-taking by investors [2] - However, banks predict a recovery in gold prices, driven by geopolitical tensions and concerns over Fed policies [2] - The U.S. stock market showed fluctuations, with financial stocks performing well while software stocks faced declines [3] Group 4: Industry Insights - The robot industry is gaining momentum, with nearly $3 billion flowing into robot ETFs since February, driven by favorable policies and new product launches [3] - India aims to attract over $200 billion in AI-driven investments within two years, with significant participation from global leaders and companies like Google and Adani Group [3] - The chemical sector is showing signs of recovery, with expectations of improved demand and a potential cyclical upturn by 2026 [5] Group 5: Emerging Trends - A report highlights ten key trends for 2026, including advancements in AI applications, domestic substitution of computing power, and breakthroughs in commercial space and humanoid robotics [5] - These trends are supported by favorable policies and present significant opportunities for investors [5]