华尔街见闻早餐FM-Radio | 2026年2月21日

Market Overview - The US Q4 GDP growth was only 1.4%, significantly below expectations, with government shutdown dragging down growth by 1 percentage point [11] - The December core PCE inflation exceeded expectations, rising to 3% year-on-year, prompting market reactions [11] - Major US stock indices experienced volatility but closed higher, with the S&P 500 up 0.7% and the Nasdaq leading gains [2][4] - Gold prices surged over 2% to exceed $5100 per ounce, while silver rose by 8% [2][4] Key News - The US Supreme Court ruled that Trump's global tariffs were illegal, potentially leading to refunds of over $175 billion in tariffs [8] - Trump announced plans to impose a 10% global tariff using alternative legal tools, indicating that previously collected tariffs may not be refunded [9][10] - The US Treasury Secretary stated that tariff revenues are expected to remain "basically unchanged" this year [9] - The US manufacturing and services PMIs for February fell short of expectations, reaching multi-month lows [12] Company and Industry Insights - Anthropic launched the Claude security tool, which caused a significant sell-off in cybersecurity stocks, with the Global X cybersecurity ETF dropping 4.9% [13] - Google announced a doubling of its cloud backlog to $240 billion, emphasizing the rapid growth and importance of AI technologies [12] - The Hong Kong stock market saw a divergence in tech stocks, with AI companies experiencing significant gains while traditional internet giants faced outflows [15]