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 ...

| 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 ...

Market Analysis by covering: American Water Works, iShares 20+ Year Treasury Bond Buywrite Strategy ETF. Read 's Market Analysis on Investing.com ...

快科技2月18日消息，今天大年初二，小米创始人雷军再度发文向大家拜年！ 他表示：小米同学们用AI做了一张拜年图：马到福来，神马都好，马年大吉！最重要一句：马上卖 车，还贴心附上我的推荐码。 据悉，此前小米汽车宣布春节门店不打烊，有少量小米YU7现车可选购，当天锁单，最快当天可以提 车。 此外，在2月28日24点前完成下定，即可在两项优惠政策中任选其一： 1、7年低息方案：首付9.99万元起，月供低至1931元起； 2、3年0息方案：首付7.49万元起，月供低至4961元起。 值得一提的是，在2月17日马年大年初一，雷军已通过社交平台送上新春祝福，寄语大家：新年快乐！ 2026，愿我们每个人都能握住人生的缰绳。事业如骏马奔腾，心中有旷野；生活似春风拂面，步步皆从 容。 同日，雷军还发布拜年视频，直白真挚地祝愿全网网友：马年吉祥，马到成功。 马年大吉 雷军给您拜年啦! 诚邀您体验Xiaomi YU7 邀请码: Z3OODC | הו ...

Open your pocketbooks. You're about to pay up for President Trump's tariffs this year. That's the overriding message from a recent report published by the Tax Foundation, a nonpartisan organization focused on tax policy. The impact of tariffs will cost the average U.S. household $1,300 in 2026, based on the Tax Foundation's analysis. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical tec ...

Core Viewpoint - ServiceNow is among the enterprise software companies experiencing significant stock declines due to AI concerns, prompting executives to reassure market sentiment [1][2] Group 1: Company Actions - CEO Bill McDermott and other executives have agreed to cancel pre-arranged stock sale plans, with McDermott planning to purchase $3 million worth of ServiceNow stock later this month [1][2] - The company recently announced a $5 billion stock buyback plan aimed at boosting investor confidence [2] Group 2: Market Context - Despite the overall sell-off in the enterprise software sector, ServiceNow's stock has dropped over 25% since the beginning of the year [2] - There are discussions among peers regarding the potential for other CEOs to follow McDermott's lead in canceling pre-arranged stock trading plans [2] - Investors are concerned that AI may disrupt traditional software licensing models, allowing companies to significantly reduce software budgets through in-house development [2]

【新春走基层｜超市传出面包香 AI帮手能力强】早上8点多，物美超市学清路店的烘焙部门已经十分忙 碌，在有透明视窗的操作间里，塑形、裱花、烤制……员工们将一个个提前醒发的面团，经由自己的双 手，有条不紊地变为香喷喷的各色面包。物美超市学清路店烘焙课长张焕洁说："8点多这会儿，我们基 本已经做好面包了。"作为一家大学生客流较多的超市，客流不免受到学生放寒假的影响，这对她们每 天制作多少烘焙产品提出了挑战。"做多了，每天报损的量就会比较大；做少了，又怕现在春节销售旺 季不够卖的。"对于预测第二天的制作数量，张焕洁非常头疼。好在张焕洁有一个聪明的AI帮手。在操 作间，有一个显示屏，上面显示着各色烘焙商品需要制作的数量。这就是学清路店目前正在使用的多点 数智AI鲜算系统，该系统每日中午12点提供次日生产建议量，覆盖自制面包类产品的预估需求，准确 率可达89%—90%。在AI系统的陪伴下，张焕洁带领她年轻的团队为今年春节档销售旺季做好了准备。 春节期间，她和她的团队继续保证供应充足、价格稳定，为顾客带来更好的服务。#2026新春走基层## 面包##AI助手##大年初二回门日##值得一刷再刷的春晚瞬间#（中国商报记者 冉隆 ...

STRATEGIC PLAN Carrefour 2030 February 18, 2026 CARREFOUR: KEY ASSETS >€91Bn Sales Leading positions Multi-format & omnichannel heart 15,700 stores Our Purpose Food Transition for All +80 million household customers Our model Digital Retail Company 500,000 people working for Carrefour banners worldwide #1 Brazil | #2 France | #2 Spain Franchise at the 10 Bn transactions One of the largest data lakes in Europe 2 MAJOR ACHIEVEMENTS €1bn+ cost savings per year +30pts Net Promoter Score© since 2017 sales from P ...

段永平自己说得很直白："AI的历史车轮滚滚向前，会碾碎所有AI的泡沫，但那些没完蛋的，很可能就 是下一个Google。" 所以问题来了：当"股神"和"中国巴菲特"同时用脚投票，你觉得他们是在逃离科技，还是在重新定义科 技？评论区聊聊。 一个细节值得细品：伯克希尔唯一的建仓股，是纽约时报；段永平新进的三家公司——CoreWeave、 Credo、Tempus，清一色AI产业链，从算力租赁到高速连接到AI医疗，全覆盖。 两位大佬都在减持苹果，但钱去了不同地方。巴菲特往传统媒体躲，段永平往AI赛道冲。一个求稳， 一个求变。 昨晚，两份13F文件同时炸场。 巴菲特卸任前最后一季，减持苹果超1029万股，亚马逊清仓式减持77%。段永平同步动手，减持苹果 247万股，同时加仓英伟达超11倍，直接怼到13.5亿美元，成为第三大持仓。 ...

Core Insights - Alkami Technologies (ALKT) has experienced a significant decline over the past year, attributed to the broader software market downturn known as the "SaaSpocalypse," which has been exacerbated by AI-related sell-offs [1] - Despite the challenges faced by some software companies, Alkami appears to be relatively insulated from existential risks associated with AI advancements [1] Company Overview - Alkami Technologies operates within the software sector, specifically focusing on providing digital banking solutions [1] - The company has been impacted by market trends but shows resilience compared to its peers [1] Market Context - The software industry is currently undergoing a tumultuous phase, with many companies facing severe valuation pressures due to changing market dynamics and investor sentiment [1] - The term "SaaSpocalypse" reflects the widespread sell-off in software stocks, indicating a challenging environment for growth-oriented companies [1]