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AI恐慌降温!道指涨超300点,半导体存储板块走强,金银尾盘跳水
Di Yi Cai Jing· 2026-02-25 22:57
美股软件ETF反弹超2%,甲骨文、IBM企稳。 *三大股指普涨,纳指涨近1.3%; *中长期美债收益率小幅走高,10年期美债报4.04%; *纳斯达克中国金龙指数跌近0.5%。 美股周三上涨,延续前一交易日涨势。市场对人工智能带来的冲击与成本的担忧退居次位,取而代之的 是对这项新兴技术潜在利好的重新乐观情绪。截至收盘,道指涨307.65点,涨幅0.63%,报49482.15 点,纳指涨1.26%,报23152.08点,标普500指数涨0.81%,报6946.13点。 【热门股表现】 明星科技股普涨,英伟达涨1.44%,微软涨2.99%,Meta涨2.25%,特斯拉涨1.94%,亚马逊涨1%,苹果 和谷歌涨约0.7%。 | 名称 | 现价 = = 涨跌幅, | 涨跌 = | | --- | --- | --- | | MSFT.O | 微软(MICROSO... 400.635 2.99% 11.635 | | | 脸书(META PL ... | 653.690 2.25% 14.390 | | | META.O | | | | 特斯拉(TESLA) | 417.330 1.94% 7.950 | | | T ...
IBM no longer a Sell, says UBS as analysts upgrade stock
Proactiveinvestors NA· 2026-02-25 20:39
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
美股三大指数高开 美光、阿斯麦、博通大涨;重要锂矿供应国停止出口 锂矿股也大涨!加密货币大幅反弹|美股开盘
Mei Ri Jing Ji Xin Wen· 2026-02-25 15:24
美股开盘,三大指数高开。道指涨0.53%,纳指涨0.75%,标普500指数涨0.55%。 受英伟达和甲骨文股价上涨支撑,主要股指延续了前一交易日的涨势。市场关注英伟达、赛富时及Snowflake等公司即将公布的财报。 特斯拉涨2.31%,亚马逊涨1.04%,微软涨0.97%,苹果下跌0.11%,谷歌下跌0.21%。 | 名称 | 现价 | 涨跌巾一 | | --- | --- | --- | | 特斯拉(TESLA) | 418.840 | 2.31% | | TSLA.O | | | | 亚马逊(AMAZON) | 210.730 | 1.04% | | AMZN.O | | | | 微软(MICROSOFT) | 392.760 | 0.97% | | MSFT.O | | | | 英伟达(NVIDIA) | 194.640 | 0.93% | | NVDA.O | | | | 脸书(META PLAT ... | 644.620 | 0.83% | | META.O | | | | 苹果(APPLE) | 271.850 | -0.11% | | AAPL.O | | | | 谷歌(ALPHABET . ...
美股三大指数高开,美光、阿斯麦、博通大涨;重要锂矿供应国停止出口,锂矿股也大涨!加密货币大幅反弹|美股开盘
Mei Ri Jing Ji Xin Wen· 2026-02-25 15:18
每经记者|张锦河 每经编辑|陈柯名 美股开盘,三大指数高开。道指涨0.53%,纳指涨0.75%,标普500指数涨0.55%。 受英伟达和甲骨文股价上涨支撑,主要股指延续了前一交易日的涨势。市场关注英伟达、赛富时及Snowflake等公司即将公布的财报。 特斯拉涨2.31%,亚马逊涨1.04%,微软涨0.97%,苹果下跌0.11%,谷歌下跌0.21%。 | 名称 | 现价 | 涨跌Φ一 | | --- | --- | --- | | 特斯拉(TESLA) | 418.840 | 2.31% | | TSLA.O | | | | 亚马逊(AMAZON) | 210.730 | 1.04% | | AMZN.O | | | | 微软(MICROSOFT) | 392.760 | 0.97% | | MSFT.O | | | | 英伟达(NVIDIA) | 194.640 | 0.93% | | NVDA.O | | | | 脸书(META PLAT ... | 644.620 | 0.83% | | META.O | | | | 苹果(APPLE) | 271.850 | -0.11% | | AAPL.O | | ...
美股三大指数高开,美光、阿斯麦、博通大涨;重要锂矿供应国停止出口,锂矿股也大涨!加密货币大幅反弹
Mei Ri Jing Ji Xin Wen· 2026-02-25 15:17
编辑|陈柯名杜恒峰校对|程鹏 美股开盘,三大指数高开。道指涨0.53%,纳指涨0.75%,标普500指数涨0.55%。 受英伟达和甲骨文股价上涨支撑,主要股指延续了前一交易日的涨势。市场关注英伟达、赛富时及Snowflake等公司即将公布的财报。 特斯拉涨2.31%,亚马逊涨1.04%,微软涨0.97%,苹果下跌0.11%,谷歌下跌0.21%。 | 名称 | 现价 | 涨跌 -- | | --- | --- | --- | | 特斯拉(TESLA) | 418.840 | 2.31% | | TSLA.O | | | | 亚马逊(AMAZON) | 210.730 | 1.04% | | AMZN.O | | | | 微软(MICROSOFT) | 392.760 | 0.97% | | MSFT.O | | | | 英伟达(NVIDIA) | 194.640 | 0.93% | | NVDA.O | | | | 脸书(META PLAT ... | 644.620 | 0.83% | | META.O | | | | 苹果(APPLE) | 271.850 | -0.11% | | AAPL.O | | | ...
IBM Is Just AI's Latest Victim
Seeking Alpha· 2026-02-25 15:15
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Years into the future, February 2026 might go into the books as the month investors woke up to the potential disruption of AI across myriad industries. And with equities selling at elevated levels, this disruption across a wideBret Jens ...
IBM Bounces Back After Upgrade, Defense Contract
Schaeffers Investment Research· 2026-02-25 14:44
Core Viewpoint - IBM's stock is experiencing a slight increase following an upgrade from UBS, indicating a more favorable risk-reward profile despite ongoing concerns in the AI sector [1] Group 1: Stock Performance - IBM's stock is trading 1.6% higher at $233.02 after UBS upgraded its rating to "neutral" from "sell" with a price target of $236 [1] - The stock had previously dropped 13% to a low of $220, marking its lowest level since April, amid broader AI disruption concerns [1] - IBM's stock has decreased over 28% from its record high of $324.90 on November 12 and is still down 20% year to date [1] Group 2: Analyst Insights - UBS cited a more balanced risk-reward skew for IBM, despite recent volatility in the AI sector [1] - Morgan Stanley cut its price target for IBM from $304 to $247, expressing concerns that Anthropic's Claud could disrupt IBM's mainframe business [1] Group 3: Technical Indicators - Following the recent decline, IBM's 14-Day Relative Strength Index (RSI) fell to 24, indicating the stock may be due for a short-term bounce [2] - IBM's stock has shown a tendency to exceed volatility expectations, reflected in its Schaeffer's Volatility Scorecard (SVS) rating of 70 out of 100 [2]
IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?
247Wallst· 2026-02-25 13:25
571,609-$54.014.21%$1,227.63[CVS Health][CVS]• Vol: 12,199,429-$2.823.66%$74.18 IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity? - 24/7 Wall St.[S&P 5006,915.40 +0.35%] [Dow Jones49,354.90 +0.39%][Nasdaq 10025,103.80 +0.49%][Russell 20002,669.31 +0.67%][FTSE 10010,783.80 +0.65%][Nikkei 22559,510.30 +2.73%][Investing]# IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?### Quick ReadIBM (IBM) shares fell 22% year-to-date. A 13% single-day crash followed Anthropic's Claude Code anno ...
Forget Rigetti Computing: This Dividend‑Paying Powerhouse Has a Much Stronger Upside
The Motley Fool· 2026-02-25 09:32
IBM has everything Rigetti lacks -- free cash flow, GAAP profits, and profits that are growing.Is Rigetti Computing (RGTI +2.87%) stock a buy?Crunching the numbers last month, I concluded that Rigetti stock probably is not a buy, at least not in the short term, because a lack of new sales announcements of quantum computing systems implies the stock probably missed earnings in the fourth quarter.(We'll find out whether I was right about that in just a couple of weeks, when Rigetti reports its Q4 results on M ...
“老债王”2026投资建议:远离调整中的AI巨头 看多派息股与海外市场
Jin Rong Jie· 2026-02-25 08:24
比尔·格罗斯表示,与其尝试抄底这类科技股,更倾向于配置Western Midstream Partners、Verizon、 AT&T以及Vanguard FTSE All-World ex US Index Fund(VEU)。这些标的今年迄今均有所上涨,表现优 于标准普尔500指数。 费雪投资公司创始人兼联席首席投资官肯尼斯·费雪也持有相似观点,他指出:"我对2026年的预测是, 欧洲股市很可能连续第二年跑赢美国股市。" 市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 有着"老债王"之称的太平洋投资管理公司(PIMCO)前首席投资官比尔·格罗斯于2月25日发布2026年投 资建议,称将远离此前市场上调整中的人工智能巨头,转而聚焦更稳定的派息股票与美国以外的市场。 比尔·格罗斯在当日社交媒体平台X的帖子中,将当前市场领导地位的变化描述为一场"淘汰赛"。他写 道:"八强(或者说九强、十强?)正在迅速被淘汰——甲骨文、微软、IBM。"此处所指的"八强"大致 涵盖甲骨文、博通、英伟达、特斯拉、苹果、亚马逊、微软和Meta Platforms等巨型市值公司。他同时 提到,"也许 ...