经济观察网 截至2026年2月20日收盘，滴普科技（01384.HK）股价报102.00港元，单日上涨2.77%，盘 中最高触及109.00港元，创上市以来新高。近5个交易日累计涨幅达18.95%，年初至今涨幅为54.31%， 市值升至333.16亿港元。当前股价突破所有关键均线，技术面呈现强势特征。 股价异动原因 2026年2月13日，恒生指数公司宣布将滴普科技纳入恒生综合指数，变动于3月9日生效。市场预期其有 望进入港股通标的范围，吸引增量资金布局。 AI行业政策与技术突破共振 2026年2月以来，国内多部门推动AI在招标投标、低空经济等场景落地，字节跳动、Meta等巨头相继发 布新一代模型，提振企业级AI应用需求预期。 公司作为"企业级大模型AI应用第一股"，2025年入选《胡润中国人工智能企业50强》，凸显行业地位。 业务进展与商业化加速 2025年上半年营收同比大增118.4%，FastAGI业务收入占比升至55.3%，成为核心增长引擎。 2025年12月与沐曦股份达成战略合作，共同开发全栈国产AI解决方案，强化产业链协同。 未来情况分析 积极因素： 纳入恒生综合指数预期落地 行业景气度：中诚信国际 ...

Market Overview - European and US stock markets experienced a broad decline, with the Dow Jones falling by 0.54%, losing over 260 points, the S&P 500 down by 0.28%, and the Nasdaq decreasing by 0.31% [1] - The Stoxx Europe 600 index dropped by 0.53%, retreating from its record high set on Wednesday [1] Technology Sector - Major US tech stocks mostly declined, with the Wande American Technology Seven Giants Index down by 0.29%. Apple, Netflix, and Intel fell by over 1%, while Microsoft, Google, and Nvidia saw slight decreases [1] - Notably, Amazon, Tesla, and Meta experienced minor gains [1] Airline Industry - Airline stocks fell across the board, with Boeing down over 2%, American Airlines dropping more than 5%, Delta Airlines down over 5%, Southwest Airlines nearly 5%, and United Airlines close to 6% [1] Semiconductor Sector - The Philadelphia Semiconductor Index decreased by 0.5%, with Microchip Technology and Texas Instruments both down over 2%, and NXP Semiconductors also falling by more than 2%. Qualcomm dropped over 1%, while Advanced Micro Devices saw an increase of over 1% [1] - Jensen Huang announced a "world unprecedented" chip, indicating that all technologies are nearing their limits [1] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.35%, with individual stocks like Luokung down over 3%, Bawang Tea down over 2%, and JinkoSolar down over 2%. However, Hesai Technology and Huazhu Group saw gains of over 2% and 1%, respectively [1] Gold and Silver Market - Gold stocks mostly rose, with Coeur Mining up over 6% and NovaGold Resources increasing by over 5%. As of the report, spot gold rose by 0.42% to $4,997 per ounce, and spot silver increased by 1.44% to $78.269 per ounce [2] - COMEX gold futures rose by 0.09%, while COMEX silver futures increased by 0.82% [2] Oil Sector - Oil stocks surged, with Battalion Oil up over 34%, TMD Energy nearly 20%, and Sasol up nearly 10%. Western Oil Company reached a high of over $51.5 per share, closing up 9.36% [2] - International crude oil futures saw significant increases, with WTI and ICE Brent both rising by over 2% [2]

Market Overview - US military reportedly prepared for military strikes against Iran, leading to increased market risk aversion [1] - Major US stock indices closed lower, with the Dow Jones down 0.54%, Nasdaq down 0.31%, and S&P 500 down 0.28% [1] Technology Sector - Most large tech stocks declined, with Apple, Netflix, and Intel each falling over 1%, while Microsoft, Google, and Nvidia experienced slight declines [1] - Amazon, Tesla, and Meta saw slight increases [1] Agricultural Sector - Deere & Company (Deere) shares rose by 12%, reaching a record closing high [1] Chinese Stocks - Nasdaq Golden Dragon China Index fell by 0.4% [1] - Notable declines in popular Chinese stocks included JinkoSolar down 2.4%, Trip.com down 2.2%, Yum China, Qifu Technology, and WeRide down over 1%, Alibaba down 0.9%, and Baidu down 0.7% [1] - Some Chinese stocks showed gains, with WanGuo Data, Kingsoft Cloud, and Daqo New Energy up at least 0.6%, and Huazhu Group up 1.6% [1]

Company News - Shijiazhuang Pharmaceutical Group (石四药集团) expects a net profit of HKD 1.061 billion in 2025, anticipating a decline of approximately 45% to 60% [3] - Shougang Resources (首钢资源) projects a comprehensive net profit of around HKD 600 million to 700 million for 2025, representing a year-on-year decrease of about 60% to 53% [4] - Zhujiang Shipping (珠江船务) forecasts a comprehensive net profit of approximately HKD 41 million to 55 million for 2025, indicating a year-on-year decline of about 53% to 65% [5] - Goodbaby International (好孩子国际) anticipates a year-on-year net profit decrease of about 35% to 45%, primarily due to reduced gross profit and increased income tax, partially offset by improved net financial costs [5] - Pacific Shipping (太平洋航运) has entered into a shareholder agreement with Tuowei [6] - Shanghai Xiaonan Country (上海小南国) plans to place up to 442.6 million shares at a premium of approximately 16.7%, with net proceeds expected to be HKD 121 million [7] - Victory Securities (胜利证券) has a joint venture company that has been granted a license to operate a virtual asset platform [8] Industry News - Yushu Technology's founder Wang Xingxing stated that the global shipment of humanoid robots is expected to reach at least several tens of thousands this year, with Yushu's target shipment being around 10,000 to 20,000 units, noting that humanoid robots are still in the early application stage [1] - NVIDIA CEO Jensen Huang has teased a "world unprecedented" new chip to be unveiled at the upcoming GTC 2026 conference, which is expected to further solidify NVIDIA's leading position in the AI infrastructure sector [1] - Reports indicate that former U.S. President Trump is considering a "limited scale" military strike against Iran to compel acceptance of U.S. nuclear agreement demands [1] - Samsung Electronics is reportedly negotiating the pricing of its latest generation AI storage chips, which may be up to 30% higher than the previous generation [1]

Market Overview - US stock indices collectively declined, with the Dow Jones down 0.54%, Nasdaq down 0.31%, and S&P 500 down 0.28%. Major tech stocks mostly fell, including Apple, Netflix, and Intel, which dropped over 1% [4] - International oil prices surged, with WTI crude oil rising 2.49% to $66.67 per barrel, and Brent crude oil increasing 2.25% to $71.93 per barrel [5] - International precious metals futures generally rose, with COMEX gold futures up 0.12% to $5015.50 per ounce, and COMEX silver futures up 1.09% to $78.44 per ounce [6] - European stock indices mostly closed lower, with Germany's DAX down 0.93%, France's CAC40 unchanged, and the UK's FTSE 100 down 0.55% [7] Company News - Nvidia's CEO Jensen Huang announced that the upcoming GTC conference will unveil "unprecedented" new chips, indicating a competitive push in AI infrastructure [16] - Amazon surpassed Walmart to become the highest-grossing company globally, reporting sales of $717 billion for the fiscal year ending December 2025, compared to Walmart's $713.2 billion [21] - Nestlé announced plans to sell its high-end beverage and ice cream businesses, as part of a strategy to focus on four core business areas amid declining sales and profits [23] Industry Developments - The National Development Bank of China issued over 360 billion yuan in loans for highway infrastructure in 2025, marking a 10% increase year-on-year, supporting the country's comprehensive transportation network [17] - Zhongke Shuguang upgraded its SothisAI platform to integrate with major AI models, enhancing its enterprise AI capabilities [18] - An Indian university faced backlash for presenting a Chinese-made robotic dog as a self-developed product, highlighting the competitive landscape in robotics technology [20]

Industry Overview - The global metaverse market was valued at $105.40 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 46.4% from 2025 to 2030, reaching $936.57 billion by 2030 [2] - North America leads the VR and AR technologies market with a 42.8% share, driven by significant expenditures and widespread adoption [2] - Software accounts for 41.6% of the market revenue, with desktop platforms being the most frequently used [2] - The demand for cloud infrastructure, real-time rendering, and immersive applications is facilitating the scalable creation of interactive digital environments [2] Company Developments - Organizations are increasingly creating digital replicas of physical locations, which is driving demand for virtual land and customized spaces, especially in education and business [3] - Meta has purchased 350,000 NVIDIA H100 GPUs to support AGI and metaverse services, while Ansys launched SimAI to enhance engineering processes [4] - Cryptocurrencies and NFTs are transforming virtual business by enabling secure transactions and verifying ownership of digital assets, contributing to the development of a networked, immersive metaverse [4] Notable Collaborations - Meta and VictoryXR launched 130 digital twin university campuses in Europe, showcasing significant collaboration in the metaverse space [3] - Unity has partnered with Apple for spatial computing, while Vagon is enabling cloud-based 3D content streaming [3] - Capgemini is expanding Unity's digital twin development, further enhancing the metaverse ecosystem [3] Investment Insights - The article identifies metaverse-related stocks from ETFs like the iShares Future Metaverse Tech and Communications ETF, focusing on those with positive analyst upside [7] - The methodology ranks stocks based on the number of hedge fund holders as of Q3 2025, including both pure-play metaverse companies and those with significant exposure to the space [7] - Research indicates that imitating top stock picks from hedge funds can lead to market outperformance, with a reported return of 427.7% since May 2014 [8] Company Highlights - Snap Inc. (NYSE:SNAP) has 50 hedge fund holders and a price target upside of 69.13%, with a shift towards higher-margin subscription revenue expected to improve financial standing [10][11] - QUALCOMM Incorporated (NASDAQ:QCOM) has 63 hedge fund holders and a price target upside of 5.17%, with plans to invest up to $150 million in Indian firms focusing on deep technology and AI [15][17]

Core Insights - Founder-led companies have a significant impact on the global economy, despite representing less than 5% of the S&P 500, accounting for nearly 15% of its total market capitalization [3][5] - These organizations often reflect the personal values and long-term aspirations of their founders, which can anchor sustainable growth [2][4] - Research indicates that founder-led companies tend to outperform those led by non-founders, with a Harvard Business Review study showing a 12% market-adjusted return over three years compared to a negative 26% for non-founder-led firms [5] Company Highlights - **NVIDIA Corporation**: - Market capitalization of approximately $4.58 trillion, recognized as a leader in visual computing and GPUs [7] - Focused on artificial intelligence technologies, with significant growth in sectors like gaming, healthcare, and automotive [8] - Data center division is a major growth driver, benefiting from increasing global demand for cloud infrastructure [9] - **Palantir Technologies**: - Market capitalization of about $322.7 billion, specializing in advanced software platforms for the intelligence community [11] - Differentiates itself in the AI market by delivering scalable, production-ready solutions [12] - Strong alignment with U.S. defense priorities enhances its position as a trusted partner in national security [13] - **Salesforce**: - Market capitalization of about $179 billion, leading in the CRM market and focusing on AI and data collaboration [15] - Maintained the 1 CRM provider status for 11 consecutive years, demonstrating the strength of its cloud-based solutions [16] - Expanding generative AI offerings and pursuing acquisitions to strengthen its market position [17]

Breaking right now on Morning News Now, former Prince Andrew under arrest. The ex-royal taken into custody early this [music] morning amid growing scrutiny over his relationship with Jeffrey Epstein. More on his arrest, the [music] allegations, and what could come next.Also, new developments in day 19 of the search for Nancy [music] Guthrie. Investigators now zeroing in on partial DNA found in Guthri's home. They're also working to recover more video from surveillance cameras from the night she went missing ...

Meta CEO Mark Zuckerberg is defending his company against clai that his platforms have harmed children. He took the stand yesterday in a landmark social media case. Zuckerberg faced hours of tough questioning, denying that Instagram was intentionally designed to be addictive.The case is seen as a bellwether that could have major implications for the social media industry. Let's bring in MSNOW reporter Jillian Frankel. Jillian, take us through what MARK ZUCKERBERG HAD TO SAY ON THE STAND.ANNA, THIS IS THE FI ...

♦️ Democrats plan to skip Donald Trump’s address to Congress.♦️ The Centres for Disease Control and Prevention reportedly gets a new acting head.♦️ Mark Zuckerberg defends Meta’s handling of child safety.Keep up with US politics https://t.co/kSm9ujdIVW ...