观点全追踪（2月第6期）：晨会精选-20260213

Core Insights - The report indicates that the U.S. labor market shows resilience, as evidenced by non-farm payroll data, unemployment rates, and wage data, which reduces the probability of interest rate cuts in June 2026 to 47.1% from a previous 48.9% [2] - Following the data release, the 2-year U.S. Treasury yield increased by 7 basis points to 3.52%, while the 10-year yield rose by 2 basis points to 4.18% [2] - The U.S. dollar index rebounded to 96.91, and U.S. stock markets experienced slight adjustments, with the Dow Jones Industrial Average down 0.13%, the S&P 500 down 0.01%, and the Nasdaq down 0.16% [2] Industry Performance - Leading sectors included storage/semiconductors, energy, machinery, railroads, industrial metals, chemicals, and department stores [2] - Underperforming sectors encompassed AI software, online brokerages, major central banks, credit cards, home builders, and airlines, with concerns about AI agents reducing demand for traditional SaaS software and seat licenses [2]