不管是远程操控给家里备货，还是用AI复刻声音给家人拜年，都特别暖心。它填平了代沟，也拉近了 距离，让每一份心意都能精准抵达，这就是科技最酷的样子。#马年春节出行人次再创新高##今年春节 流行科技过年# 科技的温度，今年春节体会最深！ 0:00 ...

春节假期落幕，A股即将开市。参考海外资产与港股的假期表现，有望成为预判板块轮动的关键风向标。快来看看最新消息！ 今日（2月23日），港股高开高走，全线大涨，为A股马年开门红营造积极氛围。 港股率先开市，全线飘红 哪些板块春节假期走强？ 消息面上，据新华社消息，我国科学家近日在光通信和6G领域取得突破性进展，在国际上率先实现光纤通信和无线通信系统间的跨网络融合，自主研发 的"光纤—无线一体化融合通信系统"的数据传输速率刷新纪录。该成果2月19日凌晨在线发表于《自然》。《自然》审稿人认为，这项工作"对融合光学和 太赫兹通信系统的进步作出重要贡献"。 开源证券近期研报称，展望2026年，AI"虹吸效应"显著，全球AI或继续共振。海外方面，谷歌、Meta等巨头不断上调AI资本开支指引，谷歌Gemini等大 模型Tokens消耗量大幅提升，AI正循环效应逐步凸显。国内方面，以字节跳动、阿里巴巴、腾讯等为代表的国内AI巨头或进入AI算力大规模投入期。看 好"光、液冷、国产算力"三大核心主线，同时建议重点关注AI应用、运营商、卫星互联网&6G等板块。 纵观整个假期，港股先抑后扬、震荡中不乏亮点，多只基金重仓港股大幅走强，既 ...

Core Viewpoint - The article discusses the author's interest in Alphabet Inc. (GOOG, GOOGL) and the lack of previous coverage on the company despite a strong focus on the tech sector, AI, and innovation [1]. Group 1 - The author expresses a personal interest in adding Alphabet Inc. to their investment portfolio, indicating a positive outlook on the company's potential [1]. - The writing aims to cater to both beginners and advanced readers, providing a well-reasoned perspective on investment opportunities [1]. Group 2 - The author has a beneficial long position in Alphabet Inc. shares, either through stock ownership, options, or other derivatives, suggesting confidence in the company's future performance [2]. - The article is a personal opinion piece and does not represent any business relationship with Alphabet Inc. or any other company mentioned [2].

Core Insights - The Active Copper Cable Multi-Source Agreement (ACC-MSA) has been established to enhance interoperability and innovation in next-generation copper interconnect solutions [1][5] - The consortium aims to address key industry challenges by reducing power, cost, and latency while improving performance for high-speed copper interconnects [1][5] Group 1: Consortium Formation - Thirteen global leaders in networking, semiconductors, and cabling have formed the ACC-MSA, co-chaired by MACOM and Semtech [2] - Founding members include major companies such as AMD, Cisco, Dell Technologies, NVIDIA, and others [2] Group 2: Technical Focus - The initial focus of the ACC-MSA is on optimized copper interconnects featuring integrated linear equalizers [3] - Specifications will cover electrical, firmware, and testing requirements to ensure interoperability among various vendors [3] Group 3: Industry Impact - The integration of linear equalizers is expected to extend the reach of copper cabling, reduce thickness, and lower power consumption and latency compared to traditional DSP-based solutions [4] - AI hardware infrastructure spending is projected to exceed $1 trillion by 2029, with networking infrastructure nearing $200 billion, highlighting the importance of ACCs in future deployments [4]

Group 1: Macro Economy - The U.S. economy is projected to maintain a nominal growth rate of approximately 5% in 2025, with inflation contributing more than actual output growth, mirroring the 2024 landscape [3][13] - Capital expenditures by companies pursuing "super intelligence" are expected to strongly drive economic activity, supported by high-income asset holders and an aging population sustaining service-oriented consumer spending [3][13] - Corporate earnings are experiencing double-digit growth for the fifth consecutive quarter, a steady but unexciting growth rate that has been fully anticipated by investors [4][14] Group 2: Federal Reserve - The Federal Reserve is expected to remain inactive throughout the first half of 2026, indicating a balanced economic state that does not require urgent adjustments [5][15] - Despite the resilience of the job market and inflation hovering above 2.5%, the Fed's stance reflects a clear "wait-and-see" approach [5][15] Group 3: Market Dynamics - The S&P 500 index is experiencing unprecedented stagnation, with over 40% of trading days in the past two months hovering around 6900 points, a level first reached on October 28, 2025 [2][12] - Approximately 60% of individual stocks have outperformed the S&P 500, indicating a healthy market breadth, although historically, such a pattern does not typically accompany significant index gains [7][16] - The equal-weighted S&P 500 has risen by 6.4% this year, while the "Magnificent 7" tech giants have collectively declined by 5% [16][18] Group 4: Diversification and Investment Strategies - Diversification is currently providing excess returns for investors as the S&P 500 seeks direction [18] - The narrow trading range is seen as beneficial, weakening the conviction of both bulls and bears, prompting a reassessment of assumptions [18] Group 5: Key Catalysts - Nvidia's earnings report, being the last major tech earnings release of the quarter, could serve as a catalyst for market direction, potentially acting as a "clearinghouse" for market sentiment [18]

The AI Crash Is Just BeginningAI is breaking moats, destroying pricing power, and triggering a historic sell-off. As fear spreads, capital will rotate toward assets that cannot be replicated or disrupted.High-quality REITs own scarce real-world assets, generate durable cash flow, remain deeply undervalued, and could surge in value as capital rotates toward them.At High Yield Landlord, we are positioning ahead of this shift. Join now to access our Top Picks for 2026. Our work has earned 500+ five-star review ...

马年首个交易日将至。 不过，从区间行情来看，蛇年可谓完美收官：上证指数涨25.58%、深证成指涨38.84%、创业板飙涨了 58.73%。AI主线贯穿全年，从年初DeepSeek横空出世，到年中算力大爆发，再到年末AI应用落地，期 间诞生了以"易中天"为代表的年度牛股。 这是一次"新质生产力"从概念到业绩、市场表现的集中兑现，同时也打破了"蛇年必跌"的魔咒，创下了 最近11个农历年中A股的最好表现。 上一次更好的表现正是12年前的马年，期间为2014年1月31日至2015年2月18日，上证指数大涨59.7%、 深证成指涨54.75%、创业板指涨26.63%，当时正处于A股历史上的第八轮牛市，大量资金通过场外配资 加杠杆的方式流入A股市场，上证指数从1974.38点涨至5178.19点，涨幅达到162.27%，牛市时间持续超 过1年。而另外两轮马年则分别跌0.45%、涨37.98%。 2月24日，马年的首个交易日即将开启，节后行情如何，能否"万马奔腾"创新高，是股民们最为关注的 问题。"马到功成、马上生财""万家纳福，黑马满屏"……连日来，不少股民在股吧中写下祝福的话语。 人们戏称A股"属马"，源于上交所在19 ...

新华财经上海2月23日电（林郑宏）港股23日大涨，截至收盘，恒生指数涨2.53%，国企指数涨2.65%， 恒生科技指数涨3.34%。 转自：新华财经 有市场观点认为，港股在长假期间表现良好有望对节后A股市场带来正面提振。新华财经注意到，多家 券商机构也较为看好节后A股表现。 中信证券表示，从短期市场层面来看，A股行业格局以制造和金融为主，在此轮AI冲击下所受影响相对 美股和港股更小，资金流入和人心思涨的格局未发生变化，节后春季行情有望延续。 银河证券分析认为，春节后，在政策预期、流动性加持与产业趋势催化下，市场震荡上行概率较大，同 时需密切关注海外不确定性对于市场情绪的短期扰动。在两会前后，A股市场或将以政策催化为驱动 力，资金围绕政策导向的产业主线与主题机会博弈，呈现"政策热点轮动、风格快速切换"的特征。3月 市场逻辑将从"政策预期"逐步转向"业绩兑现"，上市公司2025年年报与随后的2026年一季报披露将成为 行情锚点，业绩超预期标的或获得市场资金关注。 兴业证券表示，春节假期期间，在全球流动性预期纠偏、地缘局势与关税风波的共振影响下，主要资产 迎来上涨。对于A股而言，节前A股跟随海外资产调整后已释放一定 ...

今天港股大涨，明天2月24日，马年A股即将开跑。从假期各方信息看，没有负面消息，全部正面，大概率是开门红，且有可 能高开高走。高开概率8成，高开高走概率6成，主观判断，仅供参考： 1，过节期间，利好基本符合预期。 2，港股开门红，给了A股正向情绪。 3，黄金原油等大宗商品上涨，资源股情绪正向，节前我们已经提醒。 4，人形机器人在春晚爆火，话题性打满，预计会带动机器人板块整体上涨。 5，AI红包带动互联网巨头股价上涨，港股BAT等股票已经有所表现。 6，美股对AI泡沫的恐慌在消退，这方面美股英伟达股价可以看出（本文在23日美股开盘前）。 | 周 预 测 | | 2月23日-2月27日 | | 轮盘性质 | 中线 | | --- | --- | --- | --- | --- | --- | | 日期 | | | | | | | FE | H | 3980 箱底 | | 箱顺 | 4200 | | カ | 指 | 4000 强支撑 | | 大盘反转 | | | 支 | | | | | | | 撑 | | 4050 第 一 支 | | 第一阻力 | 4150 | | 预 | | 撑 | | | | | 测 | | ...

PresentationPeter DuffyCEO & Director Welcome to the MONY Group full year results. I'm Peter Duffy, CEO; and later, I'll be joined by Niall McBride, our Chief Financial Officer. So I'm pleased to share what is a great set of results. In 2025, we helped U.K. households save an estimated GBP 2.8 billion while delivering record revenue and record adjusted EBITDA. That's despite sector-specific headwinds. We're comfortable with how the group is performing. Our strength has always been in the breadth of our mar ...