TMTB晨间综述 TMT 突破 2026年2⽉24⽇ 已付费PAID Anthropic 也将在今天美国东部时间上午 9:30 举办⽹络研讨会，重点介绍 Claude 的代 理功能，以⽀持企业⼯作流程。 | | TMT Pre-mkt Movers/Shakers | | | Futures | % | Al Subsectors | | TMT Subsectors | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Winners | | Losers | | SP500 | -0.03% | Memory Exposed | 1.82% | Profitable Secular Growth | 0.94% | | AMD | 9.0% | GRPN | -3.8% | Nasdaq | 0.26% | Optical | 1.73% | Strong Balance Sheet | 0.52% | | ANET | 5.2% | IMAX | -2.9% | Russell | 0.01% | Al Tech Bene ...

芯片股普涨，AMD狂飙超8%，此前Meta宣布与这家半导体公司达成一项多年协议。英特尔涨逾5%， 台积电涨超4%，ARM、高通涨逾3%。值得注意的是，因存储芯片打压业绩展望，惠普盘后大跌近 7%。 做空机构香橼资本周二发帖称，已经对存储牛股闪迪建立空头头寸。受此影响，闪迪股价盘中跳水一度 跌超8%，最终收跌4.2%。 0:00 周二（2月24日），美国三大股指全线收涨，道指、标普500指数涨超0.7%，纳指涨1%，全市场超3500 股上涨。 ...

Geopolitical risks are a negative for stocks. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program, and that he thought 10 to 15 days was “pretty much” the “maximum” he would allow for n ...

Aside from being the artificial intelligence (AI) chip king, Nvidia (NASDAQ: NVDA) also has a small investment portfolio. The company tends to invest in key partners, customers, and suppliers and has also invested in compelling AI companies. In some quarters, there is very little movement in Nvidia's portfolio. But in the fourth quarter of calendar year 2025, the company was active. Nvidia dumped its stake in Applied Digital (NASDAQ: APLD) and ARM Holdings (NASDAQ: ARM) while initiating a new position in ...

Just when investors may have gotten a firm grasp on artificial intelligence (AI), the game is changing again. According to Deloitte Global's TMT Predictions 2026 report, inference will account for two-thirds of AI computing in 2026. Inference marks the next stage of AI adoption. Whereas training AI builds the model's intelligence, inference concerns how the model operates in real-world use cases. A great example would be the recently viral OpenClaw AI agents that are running autonomously on people's compu ...

华尔街在人工智能（AI）颠覆性影响引发各行业普跌的一天后，出现了初步的反弹。 AMD领涨市场，股价暴涨7%。消息面上，Meta宣布与AMD达成多年协议。这一新伙伴关系涉及为人工智能数据中心部署高达600万千瓦的AMD图形处理 器（GPU）。Meta还将通过基于业绩的认股权证向AMD投资，可获得多达1.6亿股AMD股票。 此外，台积电股价大涨超4%，市值首度突破2万亿美元。 【导读】科技股大涨了 大家好啊，最近的美股市场，波动也太大了，前一个交易日大跌，今晚又大涨，来回反复横跳，一起看看发生了什么事情。 科技股集体暴涨 2月24日晚间，美股三大指数大涨，道指涨约400点，纳斯达克指数涨近1%，标普指数涨约0.6%。 | 了 筛选 | 最新价 = | 涨跌幅 ÷ 0 | | --- | --- | --- | | 美国超威公司 | 211.23 | +7.44% | | US AMD | | | | 英特尔 | 45.90 | +5.20% | | US INTC | | | | 台积电 | 387.20 | +4.64% | | us TSM | | | | 赛富时 | 186.43 | +4.64% | | ...

Market Overview - The U.S. stock market experienced a significant drop, with the Dow Jones Industrial Average falling over 700 points, while the Nasdaq and S&P 500 indices both declined by approximately 1% [2][3]. Economic Impact - The market volatility is attributed to new tariffs announced by President Trump, which increased the global tariff rate from 10% to 15%, causing uncertainty regarding inflation and global growth [4][7]. - Following the tariff announcement, gold prices surged by about 2%, and silver prices rose by approximately 3% due to heightened market concerns [4]. Corporate Responses - Major technology stocks showed weakness, with OpenAI announcing plans to invest around $600 billion in infrastructure by 2030, a reduction from a previously stated commitment of over $1.4 trillion [8]. - Notably, Novo Nordisk's stock plummeted over 15% after its weight-loss drug CagriSema showed less effective weight loss results compared to Eli Lilly's competing drug, which saw its stock rise nearly 4% [9][10]. Trade Relations - Trump's recent threats to impose higher tariffs on countries attempting to exploit trade agreements highlight ongoing tensions in U.S. trade policy, particularly following a Supreme Court ruling that limited his ability to set tariff rates unilaterally [15][16]. - The European Union expressed concerns over the potential impact of these tariffs on transatlantic trade relations, emphasizing the need for transparency from the U.S. government regarding future actions [8].

Market Overview - The U.S. stock market experienced a significant drop, with the Dow Jones Industrial Average falling over 700 points, while the Nasdaq and S&P 500 indices both declined by approximately 1% [2][3]. Economic Factors - The market volatility was influenced by President Trump's announcement of an increase in global tariff rates from 10% to 15%, which raised concerns about inflation and global economic growth [5][9]. - Following the announcement, gold prices surged by about 2%, and silver prices increased by approximately 3% due to heightened market uncertainty [5]. Trade Policy Implications - Trump's new tariffs are set to take immediate effect, although the specifics of the implementation remain unclear. This move has raised alarms among European officials regarding potential threats to existing trade agreements with the U.S. [10][19]. - Analysts suggest that the ongoing tariff policy could lead to further market disruptions, particularly if the situation escalates and returns to the Supreme Court for review later in the year [11]. Company-Specific News - Novo Nordisk's stock plummeted over 15% due to disappointing results from its next-generation weight loss drug, CagriSema, which underperformed compared to Eli Lilly's competing product. In contrast, Eli Lilly's stock rose nearly 4% [13].

In the last quarter, NVIDIA Corporation (NVDA) executed a notable portfolio shift by fully divesting its stake in Arm Holdings plc (ARM), the semiconductor design firm whose architecture underpins billions of devices worldwide. According to Nvidia’s latest 13F regulatory filing, the company sold its remaining 1.1 million Arm shares, netting roughly $140 million and completely exiting its position by the end of the fourth quarter of 2025. This move closes a long-running chapter that began with Nvidia’s att ...

Data from the U.S. Department of Commerce released on Friday showed that the core PCE price index, a key inflation gauge monitored by the Fed, rose +0.4% m/m and +3.0% y/y in December, stronger than expectations of +0.3% m/m and +2.9% y/y. Also, the U.S. Bureau of Economic Analysis, in its initial estimate of Q4 GDP growth, said the economy grew at a +1.4% annualized rate, weaker than expectations of +2.8%. In addition, U.S. December personal spending rose +0.4% m/m, in line with expectations, and personal ...