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段永平去年第四季度大幅加仓英伟达
Mei Ri Jing Ji Xin Wen· 2026-02-18 11:58
Group 1 - H&H International Investment, managed by Duan Yongping, significantly increased its holdings in Nvidia, Pinduoduo, and Berkshire Hathaway, while also initiating small positions in three AI-related companies by the end of 2025 [1] - Duan Yongping reduced his stakes in Apple, Alibaba, and Occidental Petroleum [1]
Arm shares edge higher in premarket as Nvidia shakes up its AI bets
CNBC· 2026-02-18 11:33
In this articleARMNVDAGOOGLMETAAMZNMSFTNOKIA-FITSMThe replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. Hari Anggara | Nurphoto | Getty ImagesNew York-listed shares of British semiconductor firm Arm ticked 1.4% higher in premarket trading on Wednesday, after documents showed Nvidia sold its stake in the company it once wanted to buy. At the end of the third quarter, Nvidia held ...
This Market Rotation Highlights the AI Problem. Why Stocks Are Struggling for a Spark.
Barrons· 2026-02-18 11:30
Berkshire bets on New York Times, Palo Alto beats on earnings, Nvidia wins megadeal with Meta, and more news to start your day. ...
13F报告揭秘:巴菲特收官持仓曝光,段永平试水“AI交易”!
Ge Long Hui· 2026-02-18 11:28
近期,华尔街13F报告陆续出炉,金融巨鳄们最新动向最新大曝光。 其中,股神巴菲特在最后任期继续减持苹果、美银等重仓股;高瓴HHLR四季度增持阿里、拼多多等;此前,桥水Q4增持 英伟达、亚马逊等AI热门股。 巴菲特收官"之作" 当地时间2月17日美股盘后,伯克希尔向美国证监会(SEC)披露了最新13F文件。 在巴菲特担任CEO的最后一季度,伯克希尔继续调整科技巨头持仓,减持多只重仓股的同时,首次建仓传统媒体纽约时 报。 截至2025年四季度末,伯克希尔的十大重仓股分别是:苹果、美国运通、美国银行(核心股)、可口可乐、雪佛龙、穆迪 (排名从第七升至第六)、西方石油(排名从第六降至第七)、瑞士安达保险、卡夫亨氏、谷歌母公司Alphabet。 伯克希尔连续第三个季度减持苹果。 第四季度抛售苹果超过1029万股,持股数环比第三季度减少4.32%,季末苹果持仓市值环比减少约28亿美元,持仓在伯克希 尔投资组合中的占比从三季度的22.69%降至22.60%。 以环比减少的市值看,苹果是伯克希尔2025年第四季度减持最多的个股。 纽约时报是伯克希尔四季度唯一新建仓的个股。 伯克希尔买入数量为506.7万股,持仓市值为3.52 ...
西部数据抛售30亿美元闪迪股票;英伟达与Meta达成芯片协议;巴菲特最后一手:减持苹果美银,首次建仓纽约时报【美股盘前】
Mei Ri Jing Ji Xin Wen· 2026-02-18 11:05
Market Overview - Major U.S. stock index futures are down, with Dow futures down 0.10%, S&P 500 futures down 0.27%, and Nasdaq futures down 0.59% [1] Gold and Mining Stocks - Gold stocks are experiencing a pre-market rally, with Harmony Gold up approximately 1% and Coeur Mining up about 2% [2] Automotive and Technology Developments - Tesla's first production version of the autonomous taxi, Cybercab, has rolled off the assembly line at the Austin Gigafactory, with production expected to start in April pending regulatory approval. Tesla shares are up 0.63% [3] - Alphabet announced that the Google I/O developer conference will take place on May 19-20, with shares up 0.53% [4] - Nvidia has reached a chip agreement with Meta, which will use Nvidia's new standalone CPU in its AI data centers, marking the first large-scale independent deployment of the Grace CPU. Meta shares are up 0.92%, and Nvidia shares are up 1.38% [4] Corporate Actions - Western Digital plans to sell approximately $30.9 billion worth of SanDisk stock, with no shares being sold by SanDisk itself. This transaction involves a debt-for-equity swap with Morgan Stanley and Bank of America affiliates [5] - Berkshire Hathaway has significantly reduced its stake in Amazon by over 77% and has continued to decrease its holdings in Apple, while initiating a new position in The New York Times with over 5.06 million shares valued at approximately $352 million [5] - Segment's Q4 U.S. stock holdings report shows that investor Duan Yongping increased his stake in Nvidia and reduced his stake in Apple [5] AI Investments - Microsoft plans to invest $50 billion over the next decade in AI initiatives in the Global South, focusing on empowering schools and nonprofits, enhancing multilingual AI capabilities, and supporting local AI innovations [6]
Walmart to tread with caution into 2026 as Furner-era begins
Reuters· 2026-02-18 11:03
Walmart to tread with caution into 2026 as Furner-era begins | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Customers leave a Walmart Supercenter retail store in North Bergen, New Jersey, U.S., November 21, 2025. REUTERS/Mike Segar/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- AI investments enhance Walmart's digital transformation- Furner names Amazon alumnus Guggina as head of Walmart U.S.- Annual fo ...
Auddia Announces Signing of Definitive Merger Agreement for Business Combination
Globenewswire· 2026-02-18 11:00
Auddia proposes to merge with Thramann Holdings and restructure into a holding company called McCarthy Finney with ticker symbol changing to MCFN Auddia shareholders to own approximately 20% of MCFN at closing Company estimates base case DCF valuation of McCarthy Finney to be $250 million BOULDER, Colo., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Auddia Inc. (NASDAQ: AUUD) (NASDAQ: AUUDW) (“Auddia” or the “Company”), today announced that in a follow up to the business combination LOI previously announced in August 2 ...
新春消费新体验!厦门通过AI赋能打造新业态新场景
Sou Hu Cai Jing· 2026-02-18 10:59
厦门中山路"两岸数智非遗年"现场,游客戴上暴龙智能AI眼镜,眼前就像换了一个世界:拍照识物、百 科问答、视线支付一步到位……科技感与体验感拉满。今年,央视春晚的"机器人浓度"冲上热搜,厦门 早已把AI与具身智能、3D建模、VR/AR沉浸式体验、云端数据库等新技术,搬进了日常逛街、游玩和 消费场景。热门景点、网红店铺、消费购物……AI与机器人让厦门的春节在传统年味之外,更添一层 鲜活的科技感。 市民游客观看机器人咖啡师制作咖啡。(夏商咖啡供图) 在春节前刚刚开业的夏商民兴超市(东渡店),还能尝到机器人泡的咖啡——智能咖啡机器人精准操控 手冲壶,不到5分钟就能制作一杯品质稳定的专业咖啡。超市内,导购机器人快速响应顾客询问,1.5秒 内给出商品位置与选购建议,帮助顾客缩短近三成购物时间;送餐机器人沿着规划路线平稳穿 梭……"AI+超市+咖啡"带来的新业态,为购在厦门、游在厦门增添了便捷又有趣的全新体验。 新业态:AI机器人上岗 加速文旅商融合 新场景:传统与科技碰撞 数智化点亮消费版图 走进鼓浪屿菽庄花园,一位看不见却时刻陪伴的"AI导游"正轻声讲解着百年建筑的故事,这是咪咕新空 公司为鼓浪屿量身打造的数字化智慧导 ...
段永平1200亿元持仓曝光
Xin Lang Cai Jing· 2026-02-18 10:52
根据美股机构投资者13F持仓披露情况,截至2025年底,段永平管理的H&H International Investment持仓 总市值约174.89亿美元,折合人民币超1200亿元。2025年四季度,段永平大幅加仓英伟达,还加仓了拼 多多、伯克希尔·哈撒韦等,小仓位新进三家AI相关公司。与此同时,段永平减持了苹果、阿里巴巴、 西方石油等。从整体持仓情况看,H&H International Investment共持有14家公司,包括苹果、伯克希尔· 哈撒韦、英伟达、拼多多、西方石油等。(上证报) 来源:滚动播报 ...
白银飙升近4%,金饰克价跌破1500元,老铺黄金又要涨价
21世纪经济报道· 2026-02-18 10:50
| W | 伦敦银现 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | SPTAGUSDOZ.IDC | | | | | | | 76.010 | 昨结 | | 73.493 | 总量 | | 0 | | +2.517 | +3.42% 开盘 | | 73.506 | 现手 | | 0 | | 最高价 | 76.296 | 持 仓 | 0 | 外 盘 | | 0 | | 最低价 | 72.279 | 看 | 0 | 内 참 | | | | 关网4 | 五日 | 目K | 園K | 目K | 車名 | | | 叠加 | | | | 均价:0.000 | | | | 76.296 | | | | 3.81%- 壶一 | 76.053 | | | | | | | | 六一 76.010 | | | | | | | | 18:22 76.001 | O | | | | | | | 18:22 76.017 | O | | | | | | 0.00% | 18:22 75.990 | 0 | | | | | | | 18:22 76.001 | 0 ...