The CNN Money Fear and Greed index showed some easing in the overall fear level, while the index remained in the “Fear” zone on Tuesday.U.S. stocks settled higher on Tuesday, with the Nasdaq Composite gaining around 1% during the session.On the economic data front, the FHFA house price index rose 0.1% in December compared to a revised 0.7% gain in November. The S&P Cotality Case-Shiller home price index increased 1.4% year-over-year in December, matching the previous month’s pace.Most sectors on the S&P 500 ...

外媒评论称，此举标志着曾主导全球市场的"买入美国"（buy America）策略正在向"告别美国"（bye America）转变。 一场资本迁徙席卷华尔街，即便美元走弱推高海外资产配置成本，资金仍旧外流。 高盛、美国银行数据显示，对冲基金、机构客户密集减持美股，主动管理人股票敞口降至近八个月低 点。 最近美股迎来多事之秋。 美国投资者正以16年来最快速度撤离本土股市，转向全球配置。 数据显示，过去六个月美国投资者从本土股票产品撤资约750亿美元，2026年前八周流出520亿美元，创 2010年以来同期最高。 长期以来，在人工智能浪潮下，"买入美国"成为最优解。 但如今AI板块分歧显现，科技股吸引力下滑，叠加海外市场表现亮眼，资金开始寻找新方向。 近一年，韩国综指涨幅超120%，日经225、巴西IBOVESPA指数涨幅均超50%，远超标普500约14%的涨 幅。 从A股ETF看，中韩半导体ETF年内涨幅超53%，巴西ETF年内涨超37%，日经ETF涨超19%，日本东证 指数ETF、亚太精选ETF南方、法国CAC40ETF涨幅超10%，纳指科技ETF、纳指ETF、美国50ETF年内 均下跌。 | 证券代码 | 证 ...

Core Viewpoint - The A-share market continues to rise, with the Shanghai Composite Index increasing by 0.91%, and the Kweichow Moutai ETF (588750) rebounding strongly with a volume increase of over 1% [1] Group 1: Market Performance - The Kweichow Moutai ETF (588750) attracted over 15 million yuan in capital inflow yesterday [1] - The component stocks of the Kweichow Moutai ETF showed mixed performance, with TuoJing Technology rising over 10%, and Zhongwei Company increasing over 6% [2][3] Group 2: Industry News - A significant deal in the AI chip sector is anticipated, with Meta and AMD reaching a massive "chip + equity" subscription agreement worth over 60 billion USD, potentially exceeding 100 billion USD [5] - The demand for storage chips is entering a "seller's market," with Hynix indicating that it cannot meet all customer demands this year, leading to price increases [5][7] - The recent surge in AI model releases is expected to drive substantial growth in AI computing power demand, particularly for video generation applications [6] Group 3: Investment Opportunities - The Kweichow Moutai ETF (588750) focuses on the semiconductor industry's core segments, showing a high growth potential and elasticity [8][12] - The index's net profit growth rate is projected to reach 94% in the first three quarters of 2025, significantly outpacing peers [13] - The Kweichow Moutai ETF has demonstrated a maximum increase of 236% since September 24, 2024, indicating strong upward elasticity [13][14]

格隆汇2月25日｜午后半导体设备、材料板块加速上攻，有机硅、和林微纳"20CM"涨停，富创精密涨超 15%，带动科创半导体ETF(588170)劲升5.93%，半导体设备ETF华夏(562590)涨5%。 催化剂上： ①Meta与AMD达成超千亿美元AI芯片协议，双方计划未来五年内部署多达6吉瓦算力的AMD人工智能 芯片，用于数据中心的扩张。 ②存储芯片涨价潮延续带动韩股大涨，韩国Kospi指数史上首次突破6000点，今年大涨超45%。此前SK 海力士董事长承诺提高人工智能内存芯片产量。 ③北京大学电子学院团队创造性地制备了迄今尺寸最小、功耗最低的铁电晶体管，有望为AI芯片算力 和能效提升提供核心器件支撑。 ④据国际半导体产业协会SEMI预测，2025年全球半导体制造设备总销售额预计达1330亿美元，同比增 长13.7%，创历史新高。 AI热潮带动存储芯片扩产，直接拉升半导体设备需求，相关产品： 产业人"卖铲人"·科创半导体ETF(588170)，近20日合计净流入19.37亿元，成份股涵盖中微公司（刻蚀设 备）、拓荆科技（薄膜沉积设备）、华海清科（CMP设备）、沪硅产业（300mm硅片）、天岳先进 （碳化硅 ...

资讯日报：特朗普即将发表国情咨文 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 25 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 間微跌 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 26,590 | (1.82) | 0.67 | 3.74 | | 恒生科技 | 5.271 | (2.13) | 1.14 | (4.45) | | 恒生国企 | 9.008 | (2.06) | 0.54 | 1.06 | | 上证指数 | 4.117 | 0.87 | 0.87 | 3.74 | | H2225 | 56.826 | 0.87 | 0.87 | 13.87 | | 新加坡海峡 | 5.041 | (0.41) | 0.06 | 0.00 | | 标普500 | 6,838 | 0.77 | (0.28) | 0.65 | | 纳斯达克 | 22.627 | 1.04 | (0.10) | (1.63) | | 道琼斯 TV | ...

来源：市场资讯 来源：美股财经社 人工智能芯片界的"三国杀"愈演愈烈！马克·扎克伯格除了四处砸钱吸纳顶尖人才之外，在硬件方面他 也"左右"重磅押注，刚刚与英伟达签下大单，又与AMD牵手成为其最大客户。AMD这边也是拿出自家 股票作赌注，力争吸引更多大客户。相比之下，英伟达就淡定许多。 然而，这更加加深了投资者对人工智能领域"循环"交易的怀疑。 吃到客户大单，AMD股价暴涨 周二，Meta Platforms Inc．与AMD达成了一项价值数十亿美元的芯片交易，同时还将让Meta获得AMD 10%的股份，这一消息推动AMD的股价飙升。 AMD盘中一度暴涨超过10%，最终收涨8.77%，报213.84美元/股，总市值达到3486亿美元。但投资者显 然对Meta疯狂烧钱的举动并不太感冒，Meta股价盘中一度跌超1%，收盘微涨0.32%，报639.3美元/股， 总市值1.62万亿美元。 Meta在AI芯片上"三面出击" 这项协议是Meta巨额支出计划的最新举措。小扎已将人工智能列为公司首要任务，承诺投入数千亿美 元"积极前期"建设计算能力。 小扎表示，他预计AMD将在未来很多年里成为"重要的合作伙伴"。 Meta表示 ...

Nikkei jumped 1,384 points to 58,705, recording a whopping 2,42% gain. Kospi followed the rally adding 2.28% to 6,106. Hong Kong's Hang Seng also inched higher, adding almost 200 points.Shanghai and Shenzhen also traded in green, adding over 1% each. The advances in Tokyo came even as Beijing moved a day earlier to curb exports to 40 Japanese companies and organisations that it alleges are aiding Japan’s “remilitarisation”. Within the Japanese market, stock movements were uneven. Shares of Subaru Corp and M ...

孙颖 中泰证券建材和化工首席: 好的。那个各位投资者大家晚上好我是那个中泰证券研究所的这个副所长，然后建材和化 工行业的这个首席分析师孙颖。然后那个今天，就是开年的这个第一天，就是电子布和玻 纤板块，就是纷纷呈现这个涨停潮，就是确实表现非常亮眼。就大家也知道的，就是我们 从这个 1 月份开始，1 月初吧，就是开始重点推荐这个中国巨石，然后包括在 1 月底去重 点提示国际辅材的这个投资的机会。然后包括我们去讲，就是这一轮它不是只有这个 AI 的这个电子布有涨价的这个逻辑，就普通的这个电子布其实在涨价的这个通道中，而且节 前的这个涨幅相对比较这个幅度比较大且在节前涨价，这个时点也是比较超预期。 然后昨天因为很多人在说那个台湾的那个有新闻报道说国内的这个电子部的这个企业。节 后的这个涨幅也会加速，然后包括可能也对于这个全年的涨幅翻倍做了一个判断。然后我 们也昨天第一时间去开了这个电话会议，然后包括也跟产业里面的这个专家其实都做了这 个交流。然后那个节前我们也是重点提示大家这个持币过节，然后包括我们也把这个逻辑 上升到了，包括类似于类光纤、类存、类类存储，也是方便大家去从自上而下的角度去理 解。当然就是不管这个就客观 ...

Asian shares are mostly higher, with Japan’s benchmark hitting a record high, as investors were cheered by an overnight Wall Street rally that seemed to reflect optimism about the artificial-intelligence boomCurrency traders celebrate as they work in the office with a screen showing the Korea Composite Stock Price Index (KOSPI) of over 6,000 points at a dealing room of Hana Bank in Seoul, South Korea, Wednesday, Feb. 25, 2026. (Kim Sung-min/Yonhap via AP)TOKYO -- Asian shares mostly rose in Wednesday mornin ...

Core Insights - TSMC's market capitalization reached $2 trillion, doubling in just over a year since it first surpassed $1 trillion in October 2024 [4] - The surge in TSMC's valuation is largely driven by strong demand in the AI sector, with the company forecasting Q1 2024 revenue between $34.6 billion and $35.8 billion [4] - Major tech companies like Amazon and Meta are significantly investing in AI infrastructure, with Amazon planning $12 billion for new data centers and Meta over $115 billion [5] Group 1: TSMC's Market Performance - TSMC's stock price increased by 4.25% to $385.75 per share, marking a significant milestone in its market valuation [4] - The company has indicated robust AI demand, with clients expressing strong needs for production capacity [4][5] - TSMC is expected to increase its production capacity by 100% over the next decade to meet growing demands [6] Group 2: AI Infrastructure Investments - Amazon's capital expenditure for AI infrastructure is projected to be $200 billion this year, while Meta's is expected to exceed $115 billion [5] - NVIDIA's CEO highlighted the importance of TSMC in producing essential AI chips, indicating a long-term commitment to AI infrastructure development [5][6] - Concerns about potential over-investment in AI and the existence of an AI bubble have been raised, with industry leaders expressing uncertainty about future demand [6] Group 3: Competitive Landscape - TSMC remains a leader in advanced process technology, having begun mass production of 2nm chips, while competitors like Intel are struggling with production yields [6] - The semiconductor industry faces competitive pressures, but TSMC's technological advancements position it favorably [6] - The market is closely watching NVIDIA's upcoming quarterly earnings report as a potential indicator of the AI sector's health [6]