华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 科技股拖累美股回落，三大美股指止步两连涨。金融板块领跌标普，限制旗下基金赎回的资管公司Blue Owl跌近6%；年度指引逊色的沃尔玛跌超1%；苹果 跌超1%、"科技七巨头"中表现最差；芯片股和软件股回落，西部数据跌4%，Cadence Design跌近3%。 泛欧股指和英股跌落纪录高位，财报指引不佳的空客跌近7%、雷诺跌超3%，指引向好的雀巢涨近4%。 美国12月贸易逆差扩大，去年全年录得1960年以来最大逆差之一。 另类资管巨头Blue Owl限制赎回、抛售贷款，股价一度大跌10%，引发市场对1.8万亿美元私募信贷市场的担忧。 黄仁勋预告"前所未见"的芯片新品，下一代Feynman架构或成焦点。黄仁勋上周宴请SK海力士工程师，亲自敬酒，敦促"无延迟交付HBM4"。 三星、海力士"调整战略"，新存储工厂生产计划提前。三星电子股价飙至历史新高，报道：公司HBM4芯片拟大幅提价30%。 美国失业数据后，美债收益率靠近日高；美元盘中涨破98、创近四周新高。离岸人民币三连跌，盘中跌超百点失守6.90；比特币盘中跌破6.6万美元后一度转 ...

Group 1: Economic Indicators - The number of initial jobless claims in the U.S. saw the largest decline since November, indicating a stabilizing labor market [8] - The U.S. trade deficit expanded to $901.5 billion in December, marking one of the largest deficits on record since 1960 [8] - The U.S. EIA reported an unexpected decrease in crude oil inventories by 9.014 million barrels for the week ending February 13, the largest drop since September 2025 [8] Group 2: Market Performance - The U.S. stock market experienced a collective decline, with the Dow Jones down 0.54%, S&P 500 down 0.28%, and Nasdaq down 0.31% [3] - European stock indices also fell, with Germany's DAX30 down 0.93%, the UK's FTSE 100 down 0.55%, and the Euro Stoxx 50 down 0.72% [3] Group 3: Commodity Prices - Gold prices rose for the second consecutive day, closing at $4,998.38 per ounce, up 0.42% [4] - WTI crude oil prices increased by 2.73%, closing at $66.68 per barrel, while Brent crude oil rose by 2.7% to $71.62 per barrel [5] Group 4: Geopolitical Developments - Tensions in the Middle East are escalating, with reports that Trump is considering limited military strikes to pressure Iran into an agreement [7] - Iran has stated it will retaliate if it faces military aggression, and its defense forces are on full alert [7]

格隆汇2月20日｜在印度新德里举行的人工智能高峰会，周四上演一幕重头戏，由印度总理莫迪安排与 13位商界和政界领袖大合照，所有人排成一列，彼此牵手高举。不过，这条人链来到OpenAI的阿尔特 曼(Sam Altman)和Anthropic PBC的阿莫迪(Dario Amodei)便断了，两人并肩而立，交叉手臂举起双手， 却拒绝牵手，且避开眼神交流。这张照片随即在全球各大社交平台疯传，并且掀起热议。 这两家公司现时分别是全球市值最高的非上市人工智能企业，OpenAI的估值约为5000亿美元， Anthropic的估值约为3800亿美元。今年，随着Anthropic的一系列进展，两家公司的竞争愈演愈烈，其 中最引人注目的是其Claude Code日益受欢迎，在市场应用方面领先于OpenAI的Codex。 ...

OpenAI said it has “visibility into what we are going to need” regarding chip supply, while emphasizing the need for democratic nations to develop shared safety standards for AI https://t.co/7g60REejXZ ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- Morgan Stanley chopped pricing in half for clients trading private companies’ shares on its newly acquired EquityZen platform, undercutting competitors as it looks to expand in a growing market.  The bank lowered fees for both buyers and sellers to 2.5% from 5% for most transactions, according to a statement Thursday. That may just be the start. Jed Finn, Morgan Stanley’s h ...

This honestly might have been the biggest bag fumble that I have seen in recent AI history. Anthropic just put the banhammer down on anybody that is using anthropic subscription to power their open claw. Rob Zulkos found this initially major cloud code policy clear up from Enthropic using OOTH tokens obtained through claude free pro max accounts in any other product tool or service including the agent SDK.We'll come back to that is not permitted. We kind of knew this was coming. We definitely knew it was ag ...

>> THIS IS BLOOMBERG TECH. COMING UP, OPENAI IS CLOSE TO FINALIZING THE FIRST PHASE OF A NEW FUNDING ROUND THAT COULD BRING IN MORE THAN 100 BILLION DOLLARS. MARK ZUCKERBERG TESTIFIED IN A LANDMARK SOCIAL MEDIA TRIAL AND SAID IT IS VERY DIFFICULT TO ENFORCE INSTAGRAMMED'S AGE LIMITS.THE DOJ IS TAKING A CLOSER LOOK AT A POTENTIAL IMPACT OF THE SALE OF WARNER BROS. DISCOVERY ON THEATER CHAINS. WE WILL GET THE REACTION FROM NETFLIX CO-CEO TED SARANDOS AT 12:30 P.M. EASTERN RIGHT HERE ON BLOOMBERG. LET'S GET TO ...

Today, Microsoft’s influence stretches across Azure cloud computing, Microsoft 365 productivity tools, developer platforms, enterprise solutions, and gaming. What truly defines the company is its evolution – from boxed software to subscription ecosystems, from on-premise servers to AI-powered cloud platforms. Whether in corporate boardrooms, university classrooms, or everyday households, Microsoft has woven itself into the digital fabric of modern life – steady, scalable, and constantly reinventing itself.M ...

Core Insights - Walmart's AI chatbot, Sparky, is significantly increasing customer spending, with users placing orders that are, on average, 35% larger than those who do not use the tool [1][6] - The company is positioning itself as both a retail giant and a technology powerhouse, recently joining the Nasdaq 100 index [3] Group 1: AI and Technology Integration - Sparky is enhancing Walmart's digital unit economics and is expected to expand its capabilities and international presence [2][3] - Walmart is collaborating with tech companies like Google and OpenAI to integrate its products into their AI chatbots, enhancing accessibility for consumers [3][4] Group 2: Sales Forecast and Market Conditions - Walmart forecasts a year-over-year sales increase of 3.5% to 4.5%, despite a somewhat unstable economic backdrop [4] - The company acknowledges consumer behavior trends, noting that households with annual incomes of $50,000 or less are experiencing some financial stress [5]

IT之家 2 月 19 日消息，据《商业内幕》报道，本周，多位全球人工智能领域领军人物齐聚新德里，原本讨论的是模型迭代与社会影响，却意外留下了一张 科技圈难忘的"手牵手"照片。 在印度 AI 影响力峰会的舞台上，德米斯 · 哈萨比斯（DeepMind CEO）、孙达尔 · 皮柴（谷歌 CEO，或译"桑达尔 · 皮查伊"）、布拉德 · 史密斯（微软总 裁）、萨姆 · 奥尔特曼（OpenAI CEO）、达里奥 · 阿莫代伊（Anthropic CEO）等高管与印度总理纳伦德拉 · 莫迪并肩而立。 莫迪延续其标志性拍照方式，右手牵皮查伊、左手牵奥尔特曼，随后举起三人相连的手臂示意合影。其他科技高管迅速会意，左右张望后牵起身边人的手。 然而，最引人注目的画面却来自 OpenAI 与 Anthropic 两位掌门人。两人短暂停顿后举起手臂，却并未牵手，这一细节迅速成为社交媒体的截图焦点。 这场略显尴尬的瞬间发生在两家公司的"广告交锋"之后。据IT之家此前报道，本月早些时候，Anthropic 在超级碗期间发布 30 秒广告，调侃 OpenAI 计划在 ChatGPT 中引入广告。随后，奥尔特曼在 X 平台发长文反击，称 ...