机构认为，节后市场资金回补仓位调结构迹象明显，周期制造的节后表现明显强于科技成长。 【财经日历】 商务部召开例行发布会 百度公司举行财报电话会 ►►据网络平台数据，2026年年度电影总票房（含预售）突破90亿，暂列全球单一市场票房第一。 ►►近日，由南开大学和上海空间电源研究所等单位科研人员组成的团队，取得了一项首创性的突破。通过全新的电解液技术，有望使现有锂电池在同等大 小和重量的情况下，实现续航力的成倍提升，耐低温性能也明显增强。这一成果26号凌晨在国际学术期刊《自然》上发表。新电池的核心突破在于内部的电 解液，它在电池中起着传导离子的功能，就像正负极之间的一条"高速公路"，对于电池的能量效率、工作稳定性与温度适应性等都有关键意义。目前，锂离 子电池的电解液溶剂通常含有一个重要元素——氧。它的优点是对锂盐的溶解性很强，但这种强相互作用也限制了电荷的转移，导致电池能量密度难以进一 步提升，也限制了其低温性能。 ►►据上海有色网，津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口（含在途货物），旨在加强矿产监管与问责。未来仅持有效采矿权及获批选矿厂的 企业具备出口资格，禁止代理及第三方贸易商出口。申请时需提交省级 ...

作者 |第一财经 樊志菁 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。 2026.02.26 本文字数：1596，阅读时长大约3分钟 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 49482.15 | 23152.08 | 6946.13 | | +307.65 +0.63% +288.40 +1.26% +56.06 +0.81% | | | 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 | 现价量 涨跌幅量 涨跌 ▶ | | --- | --- | | 微软(MCROSO .. 400.635 2.99% 11.635 | | | MSFT.O | | | 脸书(META PL ... 653.690 2.25 ...

大宗商品方面，贵金属市场普涨，伦敦现货黄金盘中一度升破5200美元/盎司，伦敦现货白银涨超2%；国际原油期货主力合约涨跌分化。 美股三大指数全线收涨 当地时间2月25日，美股三大指数全线收涨。Wind数据显示，截至收盘，道琼斯工业指数涨0.63%，纳斯达克指数涨1.26%，标普500指数涨0.81%。 欧洲三大股指集体上涨。截至收盘，法国CAC40指数涨0.47%，英国富时100指数涨1.18%，德国DAX指数涨0.76%。 美股大型科技股集体上涨，万得美国科技七巨头指数涨1.44%。个股方面，微软涨近3%、Meta涨超2%、特斯拉涨近2%、英伟达涨超1%。 | < w | 万得美国科技七巨头指数(MAG: | Q | | --- | --- | --- | | 64166.76 907.98 1.44% | | | | 资料 成分 资讯 相关基金 | | 月度收益 | | 名称 | 现价 | 涨跌中一 | | 微软(MICROSO ... | 400.635 | 2.99% | | MSFT.O | | | | 脸书(META PLA ... | 653.690 | 2.25% | | META.O | | ...

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 ... META.O | 653.690 2.25% 14.390 | | 特斯拉(TESLA) TSLA.O | 417.330 1.94% 7.950 | | 英伟达(NVIDIA) NVDA.O | 195.625 1.44% 2.775 | | 亚马逊(AMAZON) AMZN.O | 210.640 1.00% 2.080 | | 苹果(APPLE) AAPL.O | 274.240 0.77% 2.100 | | 谷歌(ALPHABE ... | 313.030 0.68% 2.110 | | GOOG.O | | 金融板块发力，花旗涨4.35%，高盛、美银、摩根大通、富国银行均涨超2%。 费城半导体指数涨超1.5%，英特尔涨1.65%，博通涨2.10%。 *三大股指 ...

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 ...

记者丨张嘉钰 编辑丨江佩霞 2月25日，美股三大指数高开，截至23:00，道指涨0.25%，标普500涨0.57%，纳指涨1.16%。 | 美国股票 L3 | | | | --- | --- | --- | | 道琼斯工业 | 纳斯达克指 | 标普500 | | 49296.57 | 23129.99 | 6929.46 | | +122.07 +0.25% | +266.31 +1.16% | +39.39 +0.57% | | 美国科技七 | 中概科技龙 | 中国金龙 | | 64085.90 | 3991.74 | 7550.74 | | +827.11 +1.31% | -2.00 -0.05% | -30.30 -0.40% | | 道琼斯期货 | 纳斯达克100 | 标普500期货 | | 49382 | 25273.50 | 6938.50 | | +146 +0.30% | +244.75 +0.98% | +34.75 +0.50% | | 全美指数涨跌分布 | | | | 跌 2409 | | 涨 2647 | | 成交资 625 2617 | | | 科技股多数上涨，美股科技七巨头全线拉 ...

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 . ...

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 | | ...

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 | | | ...

Core Viewpoint - The global software industry is experiencing a significant sell-off, termed "doomsday sell-off," with major software stocks dropping 40% to 50% since mid-January 2024, driven by advancements in AI technology that threaten traditional software roles and developers [1][8]. Group 1: Market Impact - Major software companies, including IBM, have seen drastic stock declines, with IBM's stock dropping 13.2% in a single day, resulting in a market value loss of approximately $31 billion [1]. - The S&P 500 Software and Services Index has fallen over 18%, with a total decline of about 30% from its peak in September 2025 [1]. - Companies like Chegg, Adobe, Salesforce, and Intuit have experienced severe stock price drops, with Adobe's stock falling over 60% and Salesforce's stock halving in value [8]. Group 2: AI Developments - Anthropic's release of Claude Cowork and its plugins for legal and financial sectors has enabled AI to perform complex tasks that previously required specialized software, leading to fears of job displacement among software users [2]. - The open-source AI agent OpenClaw, developed by Peter Steinberger, has capabilities that allow it to autonomously execute tasks on local devices, raising concerns about the future of software development and usage [2][3]. - AI agents are now capable of writing 90% of code, significantly reducing the time required for software projects, which could lead to a decreased demand for human software engineers [6]. Group 3: Historical Context and Future Predictions - The current situation is compared to historical technological advancements, such as the invention of the spinning machine, which replaced manual labor, suggesting that AI will similarly replace many cognitive tasks [7][8]. - Predictions indicate that within the next few years, many jobs involving data processing and administrative tasks will be taken over by AI, with significant implications for white-collar workers [10][11]. - Elon Musk forecasts that by 2028, surgical robots will surpass human surgeons in skill, indicating a rapid advancement in AI capabilities that could threaten various professional fields [11]. Group 4: Ethical and Humanitarian Considerations - The rise of AI is not only an economic issue but also a humanitarian one, as it raises questions about the future roles of individuals in a world where AI can perform many tasks more efficiently [5][8]. - Concerns are expressed about the potential for AI to develop goals misaligned with human interests, leading to ethical dilemmas regarding control and coexistence with advanced AI systems [13][14].