Group 1: Market Overview - The A-share market is experiencing a wide range of fluctuations, with a focus on price-increasing sectors and export industry chains [6][9] - As of February 13, 2026, the major indices showed declines: the Shanghai Composite Index fell by 1.26% to 4082.07 points, and the ChiNext Index dropped by 1.57% to 3275.96 points [6][7] - The overall market sentiment is cautious, with expectations of a gradual return to intrinsic market dynamics as the National People's Congress approaches [6][8] Group 2: Industry Dynamics - Hansoh Pharmaceutical's (3692.HK) Amivantamab has been approved for marketing in the EU for specific types of lung cancer [27] - The world's largest offshore wind farm, Hornsea 3, is set to begin construction, with significant logistical preparations already underway [29] - The CWEA reported that China's wind power installation capacity is expected to grow significantly, with a 49.9% year-on-year increase anticipated for 2025 [31] Group 3: Company Updates - Dongfang Cable (603606.SH) has successfully shipped a large-scale underwater cable to the UK, valued at over 900 million RMB, for use in multiple offshore wind projects [37] - The actual controller of Youkeshu (300209.SZ) plans to increase his stake in the company, reflecting confidence in its business recovery [39] - The electric motorcycle industry is seeing accelerated growth due to new policies and market demand, with over 12.5 million units expected to be replaced under the "old for new" subsidy program in 2025 [33]

来源：芝麻AI 一、市场: ●2月24日收盘：美股大幅收跌 特朗普关税大棒打压市场 北京时间2月24日凌晨，美股周一大幅收跌，道指、纳指、标普500指数均下跌。原因一是人工智能颠覆 担忧发酵，IBM重挫；二是特朗普在最高法院否决其"对等"关税后要提高全球关税，他将税率从10%提 至15%，还称未来有更多征税措施。这增大美股压力，欧洲议会暂停美欧贸易协定批准工作。新关税引 发市场对通胀和增长前景的担忧，金价上涨，比特币暴跌。此外，围绕特朗普关税政策的波动或持续， 后续走势受关注。 [1] ●2月24日美股成交额前20：IBM股价重挫13%，核心业务面临AI威胁 周一美股成交额前20中多只股票有重要动态。英伟达收高，宣布与多家公司合作引入AI到OT网络安全 领域，获券商上调评级；特斯拉收跌，推出Cybertruck新车型，价格或依需求调整。微软收跌，调查美 用户访问服务问题；闪迪收高，推出开源工具。Palantir、Meta、CrowdStrike等收跌。礼来收高，为减 肥药Zepbound推出新剂型。IBM重挫，因Claude Code工具可改造其核心COBOL业务。诺和诺德收跌， 新一代减肥药试验效果不如礼来 ...

Market Overview - Concerns over AI and renewed risks from trade wars led to a decline of at least 1% in all three major US stock indices, with financial and software stocks dragging down the market [2] - IBM's stock plummeted 13%, marking its largest single-day drop in 25 years, due to threats posed by Anthropic's products to programming languages [2][9] - The financial sector fell over 3%, with American Express down more than 7% and KKR dropping nearly 9% [2] - Retail stocks sensitive to tariffs also fell, with Wayfair down nearly 10% [2] - European and UK stock indices dropped from record highs, with Novo Nordisk's stock falling over 16% after trial results showed its weight loss drug was less effective than Eli Lilly's [2] US Treasury and Currency Markets - US Treasury yields rebounded, with the 10-year yield approaching a three-month low [3] - Following the Supreme Court's overturning of Trump's tariffs, the US dollar fell from a four-week high over two days [3] - The offshore RMB rose above 6.89, nearing a three-year high [3] AI and Technology Developments - Anthropic announced its Claude Code tool could modernize Cobol systems, causing IBM's stock to drop significantly [9] - Nvidia launched a new laptop chip aimed at re-entering the consumer PC market, focusing on lightweight designs with long battery life [22] - ASML revealed breakthroughs in EUV light source technology, potentially increasing chip production by 50% by 2030 [22] Trade and Tariff Developments - The US Customs announced it would stop collecting tariffs deemed illegal by the Supreme Court starting February 24 [19] - The Democratic Party aims to block any attempts to extend tariffs and is pushing for a refund scheme for previously paid tariffs [19] - The European Parliament has paused the approval of the US-EU trade agreement, with the UK potentially facing the largest impact from new tariffs [20] Private Equity and Market Conditions - Bain & Company reported that the private equity industry is facing a prolonged downturn, with a backlog of $3.8 trillion in assets [24] - The report indicated that profit return rates have dropped to a 16-year low, and investor expectations have risen to a 20% return threshold [24] AI and Economic Predictions - A hypothetical report from Citrini Research suggested that while AI productivity may exceed expectations, it could lead to significant job losses and economic contraction by 2028 [21] - The report triggered a sell-off in various sectors, including food delivery and payment software, as investors reacted to potential risks associated with AI [21] Robotics and AI Applications - The performance of humanoid robots during the Spring Festival Gala highlighted significant advancements in hardware, with expectations for a surge in shipments from 20,000 to 76,000 units by 2026-2027 [29] - The introduction of AI capabilities in robotics is anticipated to drive further applications and market growth [29]

1、美联储理事沃勒表示，3月利率决议取决于2月劳动力数据，若2月就业数据强劲则倾向于暂停降息， 若1月就业数据被修正或2月数据疲软则支持降息25个基点。 2、特朗普宣布将全球进口关税税率从10% 上调至15%，美国15%的全球关税将于2月24日13:00生效，特朗普政府还考虑对大型电池、生铁与铁质 配件等六大行业征收新的国家安全关税。 3、欧洲议会暂停批准欧美贸易协议，欧盟特使召开会议讨论 相关贸易问题。 4、OpenAI与四家顶级咨询公司达成合作，推动智能体化AI的采用。 5、IBM股价大跌 13%，创2000年以来最大单日跌幅，受Anthropic称其工具可协助COBOL现代化影响。 6、诺和诺德新 一代 减肥药物在试验中减重效果不及礼来竞品，股价重挫。 7、芬兰量子计算公司IQM计划通过SPAC 合并在纽约上市，初始股权估值为18亿美元，考虑在赫尔辛基双重上市。 8、吉利德拟78亿美元收购癌 症细胞疗法公司Arcellx。 9、美国冬季暴风雪重创东北部 机场，数千架次航班取消，近40万户停电。 10、美股三大指数集体收跌，道指跌1.66%，标普500指数跌1.04%，纳指跌1.13%，纳斯达克中国金龙 ...

今日提示 ·证监会近日对天风证券为武汉当代集团涉嫌违法提供融资及信息披露违法违规行为作出行政处罚及市 场禁入事先告知。 ·北交所新股海菲曼24日发行，申购代码920183，发行价19.71元/股，发行市盈率14.99倍，申购上限 47.37万股，主营耳机等电声产品。 上证精选 ·春节期间，阿里、字节、智谱、Kimi、Minimax、Google等大模型厂商纷纷发布新模型和产品。除夕当 天，豆包AI互动总数达19亿次，"豆包过年"活动在除夕帮助用户生成超过5000万张新春主题头像、生成 超过1亿条新春祝福。 ·据猫眼专业版数据，截至2月23日14时11分，2026年2月电影市场总票房已破60亿元，《飞驰人生3》 《惊蛰无声》《镖人：风起大漠》分列2月票房榜前三位。 ·飞猪平台2月23日发布的数据显示，2026年春节假期，该平台国内游订单量再创新高，其中门票订单量 同比去年增长超80%，酒店间夜量同比增长75%。AI预订旅行服务大爆发，飞猪AI订单量比节前增长 800%以上。国内冰雪游热情高涨，跨境游继续强劲增长。 ·2月24日，1年期和5年期以上LPR将公布最新值。 ·苹果公司将于2月24日举行线上年度股东大会 ...

多方分析认为，尽管长远看轨道数据中心拥有广阔前景，但其部署实施仍面临巨大挑战。太空工程师安 德鲁·麦卡利普的演算结果显示，目前1吉瓦的轨道数据中心建设成本高达424亿美元，几乎相当于地面 数据中心的3倍。要降低轨道数据中心的建设成本，必须投入大量资金，促进多学科协同发展，并大力 建设培育太空级元件供应链。 亚马逊AWS云计算服务首席执行官哥曼直言："现在还没有足够的火箭去发射100万颗卫星，所以我们 离实现轨道数据中心还很远。" 而在本月早些时候，马斯克旗下的SpaceX宣布发射100万颗卫星组建轨道数据中心网络的宏大目标。此 外，马斯克本月早些时候在他旗下的人工智能公司xAI全员大会上表示，SpaceX收购xAI有助于加速其 轨道数据中心的部署进程。马斯克甚至明确表示，在3年甚至更短时间内，太空将成为部署人工智能成 本最低的地方——这与奥尔特曼"十年内难成气候"的判断形成鲜明对比。 值得注意的是，除马斯克之外，其他一些科技公司也对轨道数据中心跃跃欲试，且已有所动作。谷歌于 去年11月宣布了"捕日者计划"，拟在太空构建以太阳能为动力的数据中心，并计划于明年发射原型设备 升空。另有消息显示，亚马逊创始人贝索斯也 ...

Elon Musk responded to reports the $500 billion Stargate data center venture has effectively stalled, saying, “Hardware is hard” and “Those who have tried to do so at scale will understand.”Stargate Has No Staff And No Clear RoleThe Information reported that the Stargate joint venture, announced at the White House in January 2025 alongside SoftBank and Oracle (NYSE:ORCL) , has not meaningfully staffed up and currently plays no direct role in building OpenAI‘s data centers.The original pitch was enormous: $5 ...

OpenAI on Monday announced the launch of its Frontier Alliances program, pairing its enterprise AI platform with four of the world’s largest consulting and technology firms to accelerate the deployment of AI agents inside corporate systems.The company said the initiative is designed to address what it sees as the primary obstacle to enterprise AI adoption, not model capability, but deployment and integration.“The limiting factor for seeing value from AI in enterprises isn’t model intelligence, it’s how agen ...

Wedbush Securities analyst Dan Ives is turning a market scare into a buying argument, saying Anthropic‘s move into cybersecurity with its Claude Code Security tool ultimately validates the investment case for established security vendors rather than threatening it.Ives Sees Validation, Not DisruptionWriting on X on Monday, Ives stated, “Anthropic with Claude Security going after the cyber security market with a code tool validates our thesis that cyber security is the next frontier for the AI Revolution. Ba ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. for alleged securities fraud during the Class Period from March 28, 2025, to December 15, 2025 [1] - Investors who purchased CoreWeave securities during this period and suffered losses have until March 13, 2026, to seek appointment as lead plaintiff [2] - The lawsuit claims that CoreWeave made misleading statements regarding its ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [4] Allegations - CoreWeave is accused of overstating its capacity to meet customer demand for its AI cloud computing services [4] - The company allegedly failed to disclose the significant risks posed by its dependence on a single third-party data center, which could negatively impact its revenue [4] - The lawsuit suggests that these misrepresentations led to substantial losses for investors when the truth was revealed [5] Company Background - CoreWeave is positioned as an AI cloud computing company and announced a significant deal worth up to $11.9 billion with OpenAI shortly before its IPO [3] - The company also announced an agreement to acquire Core Scientific, a major player in digital infrastructure for high-performance computing, in an all-stock transaction [3]