（原标题：刚刚，暴跌！直线跳水！） 【导读】日本股市震荡下挫，韩国股市再创新高 中国基金报记者 李智 2月20日，日韩股市开盘涨跌不一，日本股市震荡下挫，日经225指数跌幅扩大至1.3%，最新报56761.57 点。 2月20日，日本总务省发布的数据显示，日本1月核心CPI同比上升2%，为2024年1月以来最小升幅，预 期升2%，前值升2.4%；整体CPI同比上升1.5%，自2022年3月以来首次降至2%以下，预期升1.6%，前值 升2.1%。 个股方面，日本制药股走低，住友制药直线下挫，一度大跌超10%。 当地时间2月5日，特朗普正式推出了TrumpRx.gov网站，此前16家全球最大制药商已与特朗普达成协 议，为美国人提供"最惠国"价格的药品，以换取美国关税豁免。 此外，野村控股、全日本航空、东京电子、软银集团等跌幅居前。 消息面上，软银旗下SB Energy公司将在俄亥俄州开发一个价值330亿美元的天然气项目，这是日本在承 诺向美国投资5500亿美元框架下的首批投资之一，同时还包括得克萨斯州的一个原油出口码头和佐治亚 州的一个合成金刚石处理工厂。 朋友们好，今天是大年初四，一起来看下日韩市场情况及资讯。 ...

【导读】日本股市震荡下挫，韩国股市再创新高 中国基金报记者 李智 朋友们好，今天是大年初四，一起来看下日韩市场情况及资讯。 日本股市震荡下挫 住友制药一度大跌超10% 2月20日，日韩股市开盘涨跌不一，日本股市震荡下挫，日经225指数跌幅扩大至1.3%，最新报56761.57 点。 | < w | | 日经225(N225) | | | Q | | --- | --- | --- | --- | --- | --- | | | | 02-20 09:24:01 | | | | | 56761.57 | 昨收 | 57467.83 | 成交额 | | 0 | | -706.26 | -1.23% 今开 | 56979.74 | 成交量 | | 0 | | 上 涨 | 49 中 盘 | 0 | 下 跌 | | 176 | | 最高价 | 56979.74 市盈率 | 22.2 | 近20日 | | 5.72% | | 最低价 | 市净率 56732.05 | 2.55 | 今年来 | | 12.76% | | 盯盘 因春节假期,A股于2月16日至2月23日休市 | | | | | × | | 分时 | 五日 日K ...

【导读】日本股市震荡下挫，韩国股市再创新高 朋友们好，今天是大年初四，一起来看下日韩市场情况及资讯。 日本股市震荡下挫 住友制药一度大跌超10% 当地时间2月5日，特朗普正式推出了TrumpRx.gov网站，此前16家全球最大制药商已与特朗普达成协议，为美国人提供"最惠国"价格的药品，以换取美国 关税豁免。 此外，野村控股、全日本航空、东京电子、软银集团等跌幅居前。 | 名称 | 现价 | 涨跌幅 = | 总市 -- | | --- | --- | --- | --- | | 住友制药 | 2718.0 | -7.33% | 10815亿 | | 4506.T | | | | | 野村控股 | 1402.5 | -3.87% | 44369 Z | | 8604.T | | | | | 全日本航空 | 3268.0 | -3.71% | 15827亿 | | 9202.T | | | | | 东海客运 | 4637.0 | -3.50% | 47761亿 | | 9022.T | | | | | 铃木汽车 | 2305.0 | -3.46% | 45284亿 | | 7269.T | | | | | 雅马哈发 ...

Group 1 - OpenAI's new funding round is expected to exceed $100 billion, potentially raising its overall valuation to over $850 billion, a 70% increase from the end of last year [1][4][3] - The first phase of this funding will primarily come from strategic investors such as Amazon, SoftBank, NVIDIA, and Microsoft, with expected commitments nearing $100 billion [4][5] - The Tata Group has partnered with OpenAI to build AI infrastructure in India, allowing thousands of Tata Consultancy Services employees to utilize OpenAI's enterprise-level tools [6][7] Group 2 - Reliance Industries plans to invest $110 billion over the next seven years to advance AI data center construction, while Adani Group aims to invest $100 billion by 2035 for large-scale data centers [1][2][9] - The combined investment from Reliance and Adani in AI data centers will reach $210 billion, approximately 1.45 trillion yuan [2] - Tata Consultancy Services will develop AI infrastructure with an initial capacity of 100 megawatts, expandable to gigawatt levels, to support next-generation AI workloads [7][8]

Group 1: Nvidia and OpenAI Investment - Nvidia is finalizing a $30 billion investment in OpenAI, down from a previously discussed $100 billion commitment that was never executed, indicating a more cautious approach to equity financing [2][3] - The reduction in investment reflects a strategic pivot towards diversified AI infrastructure partnerships amid a crowded funding environment with other tech giants also seeking stakes in OpenAI [3] Group 2: Oil Market Dynamics - Oil prices have surged to multi-month highs, with Brent crude nearing $72 per barrel and U.S. WTI reaching $66.56, driven by escalating U.S.-Iran military tensions near the Strait of Hormuz [4][5] - The return of the "oil risk premium" has raised concerns among investors about potential disruptions in oil supply, which could lead to significant price increases and complicate the global inflation outlook [5] Group 3: HSBC Restructuring - HSBC has cut approximately 10% of its U.S. debt capital markets team as part of a broader initiative to achieve $1.8 billion in annual savings, indicating a strategic shift towards focusing on high-growth opportunities in Asia and the Middle East [6][7] - Despite the cuts in the U.S., HSBC remains a top-10 underwriter for U.S. corporate debt, prioritizing capital efficiency over global expansion [7] Group 4: Market Sentiment and Economic Data - Asian equity markets have traded lower due to rising geopolitical risks and concerns over private credit fund stability, leading to a retreat from riskier assets [10] - Investors are cautious ahead of critical U.S. economic data that could influence the Federal Reserve's decisions, with the intersection of rising energy costs and potential private credit contagion creating a complex trading environment [11]

2月20日，利弗莫尔中概股龙头指数当日收跌0.54%。据智通财经消息，该指数成分股表现分化，下跌 方面，陆金所跌超3%，霸王茶姬、携程集团等跌超2%；上涨方面，AHG涨超10%，NEGG、新濠博亚 娱乐涨超4%，希尔薇金属矿业、华住等涨超1%。 作为追踪在美上市中国概念股龙头企业的代表性指数，利弗莫尔中概股龙头指数近期波动较为频繁。此 前一个交易日（2月18日），该指数曾小幅收涨0.16%，纳斯达克中国金龙指数同日微跌0.04%，热门中 概股整体涨跌不一。 本文源自：市场资讯 作者：观察君 值得关注的是，近期中概股持续受到海外资金关注。根据美国证券交易委员会披露的信息，高瓴旗下 HHLR Advisors截至2025年四季度末共持有33只美股上市公司，中概股市值占比高达92%，拼多多、阿 里巴巴分列其前两大重仓股。HHLR在去年四季度显著增持了阿里巴巴和拼多多，持仓进一步向电商龙 头、生物医药和科技方向集中。 当日美股整体承压。美国劳工部公布的数据显示，截至2月14日当周，首次申领失业救济人数下降2.3万 人至20.6万人。此外，沃尔玛预计2027财年调整后每股收益2.75美元至2.85美元，低于此前预估。在 ...

Japan has made the first commitments under a $550-billion investment program that made part of its trade deal with President Trump. Those first commitments are worth $36 billion and include what Commerce Secretary Howard Lutnick has called “the largest natural gas generation facility in history.” The U.S. and Japan sealed a trade deal last summer, featuring a reduction in proposed tariffs—from 25% to 15%—on Japanese imports and a $550-billion Japanese investment pledge for the U.S. economy. Japan also p ...

Group 1 - OpenAI is close to securing over $100 billion in funding, with a potential valuation exceeding $850 billion [2] - The company is currently experiencing cash burn as it approaches profitability and has begun testing advertisements in ChatGPT for free users [2] - Investors are valuing OpenAI at $20 billion more than the initially expected $830 billion, with a pre-money valuation of $730 billion [3] Group 2 - Initial funding sources include Amazon, SoftBank, Nvidia, and Microsoft, with Amazon potentially investing up to $50 billion, SoftBank gearing up for $30 billion, and Nvidia close to investing $20 billion [4] - Additional contributions from venture capital firms and sovereign wealth funds are anticipated, which may increase the total amount raised [4]

【OpenAI正敲定1000亿美元巨额融资轮的首批投资承诺】 据两位知情人士透露，OpenAI正在敲定本轮融资中投资者的首批投资承诺，本轮融资若成功，在计入 投资金额后，OpenAI的估值可达8300亿美元，融资规模或达1000亿美元。据称，软银预计将以300亿美 元的投资领投本轮融资，且将在今年分三期，每期100亿美元进行投资。为OpenAI提供云服务的亚马逊 可能会投资多达500亿美元。 凤凰网财经讯 2月19日，美股三大指数集体低开，纳指跌0.51%，道指跌0.28%，标普500指数跌0.29%。 科技股普跌，特斯拉跌1%，苹果跌0.7%，英伟达跌0.5%。 公司消息 【黄仁勋：将在3月发布"世界前所未见"的全新芯片】 据报道，英伟达首席执行官黄仁勋在接受媒体采访时，对即将到来的GTC 2026大会进行预热，明确表 示将在会上揭晓"世界前所未见"的全新芯片，引发业界广泛关注。作为AI芯片领域的领军者，英伟达此 次重磅预告，被认为将进一步巩固其在AI基础设施领域的领先地位。 【Meta计划推出AI智能手表 剑指苹果、三星等巨头】 据报道，Meta计划于今年晚些时候推出一款具备健康追踪与AI功能的智能手表， ...

Group 1: OpenAI Valuation and Funding - OpenAI's new funding round is expected to exceed $100 billion, potentially raising its overall valuation to over $850 billion, a 70% increase from the end of last year [1][2][8] - The pre-money valuation of OpenAI is expected to remain at $730 billion, with projections estimating a valuation of around $500 billion by the end of 2025 [2][8] - Major strategic investors in this funding round include Amazon, SoftBank, Nvidia, and Microsoft, with expected contributions nearing $100 billion [2][3][9] Group 2: Partnerships and Infrastructure Development in India - Tata Group has formed a strategic alliance with OpenAI to build AI infrastructure in India, enhancing productivity and innovation through the use of OpenAI's enterprise-level tools [4][11] - Tata Consultancy Services (TCS) plans to develop AI infrastructure with an initial capacity of 100 megawatts, expandable to gigawatt levels, to support next-generation AI workloads [11][12] - Reliance Industries announced a $109.8 billion investment over the next seven years for AI and data infrastructure, addressing the current challenges of computing power shortages in India [6][13] - Adani Group plans to invest $100 billion by 2035 to create AI-ready data centers powered by renewable energy, aiming to position India favorably in the global AI competition [6][13]