减持新思科技、谷歌C、Spotify、联合健康、台积电、Sea、优步（Uber）、Weride Inc.，减持Meta Platforms 22.906万股，减持英伟达154万股，减持贝壳188万股。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 据景林资产13F披露文件，景林资产管理香港有限公司四季度增持谷歌母公司Alphabet（谷歌A）92.968 万股，增持英特尔69.436万股，增持拼多多61.131万股，并增持博通和富途控股。 在其投资组合中，重仓谷歌A、Meta、拼多多、网易、满帮，英伟达配置占比第七，阿里巴巴、英特尔 紧随其后。 ...

Market Performance - The three major US stock indices closed higher, with the Dow Jones Industrial Average rising by 2.47% to surpass 50,000 points, marking a historical high [1] - The Nasdaq increased by 2.18%, and the S&P 500 rose by 1.97% [1][2] Technology Sector - Semiconductor stocks experienced a significant surge, with the Philadelphia Semiconductor Index rising by 5.7%. Notably, Nvidia's stock increased by nearly 8%, adding $325 billion to its market capitalization [2] - Other semiconductor companies such as AMD and Broadcom also saw gains exceeding 7% [2] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 3.71%, with notable increases in stocks such as New Oxygen (+13%), Century Internet (+10.67%), and NIO (+7.23%) [3][4] Precious Metals - Precious metals rebounded strongly, with spot gold rising by 3.98% to $4,966 per ounce, and spot silver increasing by nearly 10% to $77.78 per ounce [4][5] Oil Prices - International oil prices saw a slight increase, with New York crude oil rising by 0.33% to $63.5 per barrel, and ICE Brent crude oil increasing by 0.68% to $68.01 per barrel [5] Cryptocurrency Market - The cryptocurrency market experienced a collective surge, with Bitcoin surpassing $70,000, recovering nearly all losses from the previous market crash. Ethereum, Dogecoin, and Solana all rose by over 10% [5][6] Consumer Confidence - The preliminary consumer confidence index for February 2026 in the US was reported at 57.3, showing a slight increase from January's final value of 56.4, but a decrease from February 2025's value of 64.7 [6][7] US-Iran Relations - The US imposed sanctions on multiple entities and individuals related to Iranian oil trade, aiming to curb illegal oil exports from Iran. This follows indirect negotiations between the US and Iran in Oman regarding nuclear discussions [8]

就在资本市场对巨额AI支出"面露难色"之际，英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额 开支是合理且可持续的。 他解释称，这件事情的合理性在于，所有这些公司的现金流将开始上升。全球科技行业正在面对"有史 以来最大的软件机会"——软件不再是类似Excel的工具，而是能使用工具。未来的软件也不再是预先编 译好的程序，而是通过实时运算给出成果。 黄仁勋举例称，Meta正在把过去运行在CPU上的推荐系统，升级为基于生成式AI和智能体的新一代系 统，他们的收入也因此提升。亚马逊云服务对英伟达芯片和AI的使用，将影响这家零售巨头向用户推 荐商品的方式。而微软则利用AI提升其企业级软件产品。正是因为每家公司都看到了拐点的到来，才 会投入这么大的资金。 黄仁勋表示，当前人类正处于"有史以来规模最大的基础设施建设"时期，背后的根本性原因在于AI将改 变"计算一切"的方式。他强调，就在去年，人工智能迎来了从"有趣"到"非常有用"的拐点时刻。 与此同时，供不应求的算力正在转化为真金白银。黄仁勋举例称，如果Anthropic和OpenAI能拿到翻倍 的算力，营收就能翻上4倍。 面对"你认为6600亿美元的支出合理么"的提 ...

Market Performance - The S&P 500 rose 1.97%, marking its best day since May, while the Nasdaq Composite surged 2.18% on Friday, despite a sell-off in many tech stocks [1][3] - The Dow Jones Industrial Average reached 50,000 for the first time, although the S&P 500 is up less than 1% for the year, indicating a more nuanced market performance [7] Company Developments - Amazon's stock fell 5.58% after announcing a $200 billion spending plan, primarily for its Amazon Web Services division, leading to a 12% decline in its stock since Monday and a loss of over $310 billion in market value [1][2] - Microsoft and Meta also faced significant stock declines after announcing hundreds of billions in planned AI spending, contributing to a collective market value loss of nearly $1 trillion among Amazon, Microsoft, Meta, and Alphabet over five days [2][3] Sector Insights - Industrial and energy sectors performed well, with companies like Caterpillar benefiting from expected high demand for data centers [3][4] - Nvidia's shares rose nearly 8%, with the company now valued at over $4.5 trillion, as its CEO defended the sector's spending in response to high demand for AI applications [4] Investor Sentiment - The announcement by AI developer Anthropic about advanced AI capabilities triggered panic among investors in software and data analysis sectors, leading to heavy selling [5][6] - Small and medium stocks outperformed larger peers, with the Russell 2000 index soaring almost 4% [9]

Market Overview - The Dow Jones Industrial Average closed above 50,000 for the first time, rising about 2.5% to 50,115.66, while the S&P 500 and Nasdaq Composite also saw significant gains of 1.97% and 2.18% respectively [1][3] Key Market Movers - Semiconductor companies, particularly Nvidia, led a strong rebound in AI hardware, with Nvidia's stock increasing by 8.01% [2] - MicroStrategy, which is heavily exposed to cryptocurrency, surged approximately 26.11% as Bitcoin rebounded to over $70,000 [2][5] - In contrast, Amazon's stock fell by 5.49% due to a substantial capital expenditure plan for 2026, and Micron Technology's stock decreased by 3.08% due to lowered expectations for HBM4 memory chips [2][4] Investor Sentiment - The overall market rally has reinforced confidence in the ongoing bull market, suggesting that it may not be nearing an end [3] - Despite the positive momentum, a prior sell-off earlier in the week resulted in a loss of $1.5 trillion from high-performing tech stocks, indicating mixed sentiment among investors [4]

来源：第一财经 景林资产向美国证交会（SEC）提交的最新13F表格数据显示，在截至去年12月31日的第四季度，其美 股持仓市值约为40.45亿美元，其中，谷歌(GOOG.O)升至第一大重仓股。与此同时，景林在去年最后一 个季度大幅减持英伟达(NVDA.O)及Meta Platforms(META.O)。当前，其前三大重仓股分别为谷歌 (GOOG.O)、Meta Platforms(META.O)及拼多多(PDD.O)。 ...

Group 1 - Nvidia Corporation (NASDAQ:NVDA) experienced a significant surge of 72% on February 6, 2026 [1] - The stock closed at $185 after opening at $176.69 [1]

Group 1: Nvidia - Nvidia's stock rose by 7.78% with a trading volume of $41.808 billion, despite a cumulative decline of 10.72% over the previous five trading days [1][9] - CEO Jensen Huang stated that the $660 billion capital expenditure for AI infrastructure is sustainable, driven by increasing cash flows from companies investing in AI [9] - Major clients like Meta, Amazon, Google, and Microsoft have announced significant increases in their AI infrastructure investments, contributing to the projected $660 billion in capital expenditures this year, much of which will be spent on Nvidia's chips [9] Group 2: Amazon - Amazon's stock fell by 5.55% with a trading volume of $36.98 billion, experiencing a drop of up to 10% during early trading [1][10] - The company projected its first-quarter operating profit to be between $16.5 billion and $21.5 billion, below analysts' expectations of $22 billion [10] - Amazon announced a significant increase in its 2026 capital expenditure, raising it to over $200 billion from the previously planned $125 billion for 2025 [10] Group 3: Tesla - Tesla's stock increased by 3.50% with a trading volume of $25.391 billion, as the company is evaluating multiple sites in the U.S. to expand its solar battery manufacturing [10] - CEO Elon Musk mentioned at the World Economic Forum that Tesla aims to achieve an annual solar manufacturing capacity of 100 gigawatts within three years [10] - Plans include expanding the capacity of the Buffalo, New York factory to 10 gigawatts, with potential for a second factory in New York and additional sites in Arizona and Idaho [10] Group 4: Semiconductor and AI Infrastructure Stocks - Micron's stock rose by 3.08% with a trading volume of $14.368 billion, as AI infrastructure stocks rebounded [11] - SanDisk's stock increased by 3.77% with a trading volume of $12.488 billion, while AMD's stock rose by 8.28% with a trading volume of $11.081 billion [12] - Intel and AMD have informed Chinese clients about CPU supply shortages, with Intel warning of delivery times extending up to six months, leading to a price increase of over 10% for certain server products in China [12] Group 5: Other Notable Stocks - Broadcom's stock rose by 7.22% with a trading volume of $10.809 billion, contributing to the overall rebound in AI infrastructure stocks [12] - TSMC announced plans to mass-produce 3nm chips in Kumamoto, Japan, with an estimated investment of $17 billion to meet the surging demand for AI [12]

Group 1 - The article discusses various methods for earning passive income from cryptocurrency holdings, including staking, crypto lending, yield farming, and decentralized finance (DeFi) [1][2] - Platforms like Aave and Compound currently offer annual percentage yields (APYs) of 4.79% and 3.27% on USD Coin, respectively [1] - Staking is highlighted as a safer method for generating yield compared to crypto lending, which has limited consumer protections [2][3] Group 2 - Certain cryptocurrencies, such as Ethereum, Solana, and Cardano, provide yields to investors as rewards for contributing to network security through staking [3] - The Bitwise Solana Staking ETF claims that Solana holders can earn up to 7% average returns, with expectations of more staking ETFs being approved by the SEC this year [3] - The article compares potential earnings from staking $50,000 on various cryptocurrencies, showing that Solana offers the highest APY at 4.25%, resulting in a 1-year gain of $2,125 and a 5-year gain of $11,567.33 [5] Group 3 - Passive income from crypto is expected to increase in 2026 as ETFs make staking more accessible, but users should be cautious of fees associated with different platforms [6] - For example, Kraken's Auto Earn program only rewards users on half of the assets staked, and some platforms may take up to 25% of earnings in fees [6]

英伟达公司首席执行官黄仁勋在面对"客户是否在数据中心上过度支出"的担忧时表示，这一支出水平是 适当且可持续的。与此同时，由于投资者纷纷买入那些有望受益于大型科技公司今年在人工智能基础设 施方面巨额资本支出的公司股票，英伟达周五大涨。 黄仁勋周五在接受采访时表示，人工智能基础设施的建设将持续7到8年，并称对人工智能的需求"高得 惊人"。 黄仁勋说："人工智能已经变得有用，而且能力非常强。""它的采用率已经变得非常高。" 全球多家最大的科技公司——包括亚马逊、Alphabet旗下的谷歌、Meta Platforms Inc．以及微软——在 财报中公布了庞大的资本开支计划，令投资者感到不安。最近几天，这四家企业的总市值合计下跌接近 1万亿美元。 这些支出中的很大一部分将流向英伟达。英伟达生产数据中心处理器，用于开发和运行人工智能模型。 黄仁勋认为，人工智能已经在为采用者带来回报，如果这些客户拥有更多数据中心，他们的表现还会更 好。 黄仁勋表示，他并不担心科技行业会增加过多产能。他说，与互联网第一次建设浪潮不同，如今并没有 基础设施被闲置。像Anthropic PBC和OpenAI这样的公司正在创造可观的收入。 英伟 ...