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Solaris Energy Infrastructure (SEI) Surges Following AI Data Center Deal
Yahoo Finance· 2026-02-17 02:43
The share price of Solaris Energy Infrastructure, Inc. (NYSE:SEI) surged by 9.79% between February 6 and February 13, 2026, putting it among the Energy Stocks that Gained the Most This Week. Solaris Energy Infrastructure (SEI) Surges Following AI Data Center Deal Carol Gauthier/Shutterstock.com Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States. Solaris Energy Infrastructure, Inc. (NYSE:SEI) shot up on Feb ...
2026央视科技(广告?)春晚股民吐槽大赏
佩妮Penny的世界· 2026-02-17 02:14
大家好,我是佩妮。 本来想休假纯躺平的,但是看着春晚,实在是忍不住我吐槽的洪荒之力(我知道是老梗),必须爬上来和大家一起唠嗑…… 今年这届春晚,是我 过去几年看得最认真的一届春晚 。无它,过去两年"科技"成为了一二级市场的主旋律,连带这届春晚也成了科技(广 告?)含量最高的一届,也成为了和资本市场关系最紧密的春晚。 这就叫: 过去的我嗤之以鼻,现在的我逐帧学习…… 被玩梗说春晚导演是不是提前上杠杆重仓了,承载了全国股民的希望的一台晚会…… 当然,大 A 很体贴,春节期间赌场不开门,除了一些年前就埋伏了的朋友,就只能看看港股的表现了。 好了,正片开始,主要列一下我感兴趣的点: 1)大家最关注的肯定是这次 春晚 4 家机器人大战 了。 一开始大家都在传,几家机器人公司为了上市重金砸了上亿上春晚,但是咱们仍未知道到底花了多少钱。 说真的,这种编排好的表演有啥意思,都说直接让这4家公司各派一个机器人上去直接格斗得了,更好看。哈哈哈。 结果吧,有目共睹, 宇树杀死了比赛。 就这个武术表演动作控制的 流畅度和稳定度 吧,绝了! 最后超大型人形机器人的出场也非常惊艳,进步太大了,比去年扭秧歌被人拎着后脖颈 下台强太多了。 ...
Micron Is Spending $200 Billion to Break the AI Memory Bottleneck
WSJ· 2026-02-17 02:00
Core Insights - The memory chip industry, previously viewed as low-margin commodity products, is now facing a significant demand surge driven by data centers' increasing needs for memory capacity [1] Industry Overview - The demand for memory chips has escalated, leading to a situation where the industry cannot produce enough chips to meet the requirements of data centers [1]
新春走基层·跟着村支书“忙年”
Xin Lang Cai Jing· 2026-02-17 01:48
记者:杨琳 摄制:王博 新华社音视频部制作 编辑:呼乐乐 年轻人有年轻人的工作方式。作为一名"95后"村支书,张桂芳用AI为村民合成全家福,圆了老人们的心愿。 "想通过这些方式,让村里的老人感受到不一样的年味儿和温暖。"张桂芳说。 "拍的时候没有,现在都全了!""因为我有'魔法'。" 在河南省鹤壁市山城区石林镇三家村,党支部书记张桂芳节前走访发现,不少老人独自在家过年,子女因工作无法返乡,老人们都盼着能有一 张全家福,有个念想。 ...
冲上热搜!春晚具身智能机器人“现象级破圈”
新华网财经· 2026-02-17 01:42
2月16日晚,2026年中央广播电视总台春节联欢晚会开播。宇树科技、松延动力、魔法原子、银河通用等公司的具身智能机器人在春晚舞 台高频曝光,冲上微博热搜。 动图来源:央视春晚 宇树科技创始人王兴兴在采访中表示,今年机器人在快速奔跑中完成了穿插变阵和武术动作。这种高动态、高协同的集群控制技术是首次 亮相,"这个动作非常实用,为后续机器人在其他场景集群或单台机器人调度做好了铺垫"。 2026年春晚总导演于蕾此前在采访中表示,春晚节目将让观众感受到科技走进生活,展示当下的科创时代,多家具身智能机器人分别以语 言类演出、歌曲演出、武术演出、微电影演出等形式亮相春晚舞台。此外,春晚视觉团队 结合AI技术尝试突破创新,所有视觉变化都在央 视一号演播厅内完成,给观众带来新体验。 机器人在春晚舞台上再次"出圈" 春晚舞台成为具身智能集中展示的窗口。 2025年春晚,宇树科技机器人因参与《秧BOT》表演产生"现象级破圈 " 。今年春晚,宇树科技机器人表演武术节目《武BOT》,与河南 塔沟武术学校的孩子们共同表演武术,呈现了连续翻筋斗、跳马、后空翻等动作,并和小朋友们"比武",展示醉拳、双节棍等武术技能, 宇树科技身高1.8米的 ...
除夕港股收红 超400家企业排队IPO
Huan Qiu Wang· 2026-02-17 01:28
Wind数据显示,2026年以来,已有143家企业完成IPO递表,其中120家为首次递表。截至2月16日,港股市场仍有401宗新股申请在 处理中,包括4家已通过聆讯的企业。德勤中国预测,2026年香港新股市场或更胜去年,料约160只新股融资不少于3000亿港元。 从行业分布看,排队企业中81家属于软件服务行业,71家为医药生物企业,51家在硬件设备赛道,26家为半导体公司。 【环球网财经综合报道】除夕佳节,港股半日市低开高走,主流指数同步收红。恒生指数涨0.52%,恒生中国企业指数涨0.42%,恒 生科技指数涨0.13%。 新股发行呈现新趋势。近期上市的科技类企业受到国际长线资金追捧。瑞银集团全球投资银行部亚洲区副主席朱正芹表示,AI、半 导体、具身机器人、生物医药等新质生产力相关企业关注度明显更高。 伴随着港股市场的交投两旺,中资券商也在加快投资香港的步伐。2月13日,东吴证券获准向香港子公司增资20亿港元。2月10日, 华安证券5亿港元增资香港子公司、东北证券5亿港元设立香港子公司事项双双获批。进入2026年以来,广发证券和华泰证券已相继 完成61亿港元和100亿港元的H股再融资,均计划用于强化境外业务布 ...
史上最强机器人阵容登台,2026总台春晚合作盘点:29家品牌覆盖AI到潮玩;豆包暂停视频通话功能;智谱:全网寻找“算力合伙人”丨邦早报
创业邦· 2026-02-17 01:06
Group 1 - The 2026 Spring Festival Gala has announced partnerships with 29 brands, covering various fields including AI technology, robotics, transportation, and consumer goods [3][4] - A record number of six robotics brands, including Magic Atom and Galaxy General, will showcase at the gala, marking the largest robot lineup in the event's history [3][4] - The gala will feature new media collaborations with platforms like Xiaohongshu and Douyin, with Bilibili serving as the exclusive bullet screen video platform [3][4] Group 2 - OpenAI's CEO announced that Peter Steinberger, the creator of OpenClaw, will join OpenAI to advance the development of next-generation personal intelligent agents [5] - Zhipu AI reported a surge in demand for GLM-5, leading to service delays, and has initiated a "computing power partner" recruitment plan to enhance service capacity [6] - Douyin's vice president stated that the 2026 Spring Festival Gala will be the first public project to deeply utilize the domestic AI video generation model Seedance 2.0 [6] Group 3 - The 2026 Spring Festival Gala has seen a significant increase in robot-related searches, with a 300% rise in search volume and a 460% increase in customer inquiries on JD.com [23] - The gala's robot-themed promotions led to a rapid sell-out of various robots, including high-value models like the GALBOT G1, which sold for nearly 630,000 yuan [23]
泰康基金总经理金志刚:骏马踏春开新局,骐骥凌云启华章
Sou Hu Cai Jing· 2026-02-17 00:27
Core Viewpoint - The company expresses optimism about the Chinese economy's resilience and the capital market's potential for growth in 2026, emphasizing a commitment to client-centric investment management and wealth creation [3][4]. Group 1: Economic Outlook - By the end of 2025, China's GDP is projected to achieve a growth target of 5%, with exports exceeding expectations, contributing to global economic recovery [3]. - The A-share market has shown significant recovery, with major indices rebounding over 15 months and the Shanghai Composite Index surpassing 4000 points, marking a ten-year high [3]. Group 2: Investment Strategy - The company plans to leverage a combination of fiscal leadership, stable exchange rates, and supportive monetary policies to navigate the economic landscape [4]. - Investment opportunities are anticipated in the equity market, shifting from valuation recovery to profit-driven growth, particularly in sectors like AI and cyclical industries [4]. - The fixed income market is expected to maintain a stable interest rate environment, with convertible bonds likely benefiting from equity market trends [4]. Group 3: Company Initiatives - The company aims to enhance its research and investment capabilities to provide sustainable returns across various market conditions [5]. - A comprehensive product service system will be developed to meet market trends and client needs, focusing on pension solutions and lifecycle investment products [5]. - A robust risk management framework will be established to protect investors' interests, ensuring transparency and compliance [5]. - The company will upgrade investor engagement services through diverse channels, promoting long-term and value-based investment philosophies [5].
Stock market today: Dow, S&P 500, Nasdaq futures slide ahead of shortened week with AI fears in focus
Yahoo Finance· 2026-02-16 23:52
Tech led US stock futures lower on Tuesday, a sign that Wall Street is still suffering the AI jitters that have hammered markets in recent weeks. Nasdaq 100 futures (NQ=F) sank 0.8%, while those on the S&P 500 (ES=F) moved down roughly 0.5%. Contracts on the Dow Jones Industrial Average (YM=F), which includes fewer tech names, fell 0.3%. The tech sell-off looks set to resume after the break for Presidents Day, as AI concerns continue to simmer. Investors are on the lookout for the next potential victim ...
美国股指期货基本持平,投资者在假日周末消化持续的科技股抛售潮
Xin Lang Cai Jing· 2026-02-16 23:49
Core Viewpoint - The U.S. stock index futures remained mostly flat during the Asian session on Tuesday after a challenging week for tech stocks, with concerns about the potential disruption from AI continuing to weigh heavily on the market [1] Group 1: Market Performance - Dow Jones futures rose approximately 80 points, a gain of 0.2% [1] - S&P 500 futures increased by 0.1%, while Nasdaq 100 futures fell by 0.2% [1] - The Dow Jones index dropped 1.2% for its worst weekly performance since November of the previous year [1] - The S&P 500 index declined by 1.4%, and the Nasdaq composite index plummeted by 2.1%, marking its fifth consecutive weekly decline, the longest streak since 2002 [1] Group 2: Commodity and Cryptocurrency Trends - Gold and silver futures experienced a decline on Monday, while Bitcoin remained below the $70,000 level [1] - Crude oil futures rose by over 1% due to investor anxiety regarding potential U.S. military action against Iran [1] Group 3: Upcoming Economic Indicators - The Federal Reserve is set to release the minutes from its last meeting on Wednesday [1] - A key inflation metric, the core personal consumption expenditures index, is scheduled for release on Friday [1]