公司宣称其技术潜力已获得初步验证，三款通过计算工程技术开发的蛋白质药物已进入人体临床试验阶 段。其中进度最快的GB-0895是一款研究性长效抗胸腺基质淋巴细胞生成素单克隆抗体，目前正在重症 哮喘适应症的注册性临床三期试验中招募患者。 Generate Biomedicines计划以股票代码"GENB"于今晚在纳斯达克挂牌上市。高盛、摩根士丹利、Piper Sandler、古根海姆证券及Cantor Fitzgerald担任本次发行的联合账簿管理人。 据公司介绍，其人工智能驱动的Generate平台构建了一个紧密整合的"设计-构建-测试-学习"闭环系统， 旨在生成具有治疗价值的专有数据并开发差异化分子解决方案。 专注于免疫学与肿瘤学领域的AI药物研发公司Generate Biomedicines(GENB.US)正式公布美股IPO发行 价。这家处于临床三期阶段的生物科技公司以每股16美元(位于15至17美元定价区间中点)发行2500万 股，成功募资4亿美元。 ...

Core Insights - The year 2025 has been characterized by stabilization and gradual improvement for Digitalist Group, with enhanced operational discipline and improved earnings despite cautious market conditions in the Nordics [3] Financial Performance - In Q4 2025, turnover was EUR 4.1 million, a decrease of 11.9% compared to Q4 2024, while the full year turnover reached EUR 16.5 million, reflecting a growth of 2.3% from EUR 16.2 million in 2024 [4][15] - EBITDA for the full year improved to EUR -1.0 million from EUR -1.5 million in 2024, and EBIT improved to EUR -1.6 million from EUR -2.0 million [4][20] - Net income for the year was EUR -4.6 million, an improvement from EUR -5.0 million in 2024, with earnings per share at EUR -1.67 compared to EUR -1.72 in the previous year [20] Operational Developments - The company has focused on building its applied AI offering, with the Stacken platform moving from pilot projects to broader client engagements, and has received ISO/IEC 42001 certification for its AI operations [6] - The headcount decreased to 118 employees at year-end, down from 122, reflecting a strategy to align capacity with demand while maintaining core competencies [7] Market Dynamics - Sweden remains the largest market for the company, with both Finnish and Swedish operations showing slight growth in EUR terms, although Finland outperformed in revenue growth despite challenging conditions [5] - The uncertain economic environment has led to longer decision cycles and constrained client budgets, impacting project initiation [16] Future Outlook - For 2026, the company anticipates improvements in turnover and EBITDA compared to 2025, with a focus on disciplined operations and the development of scalable AI-driven services [10][12]

Core Viewpoint - Nvidia is compared to the 1849 gold rush, where it is seen as a provider of essential tools (picks and shovels) for the AI industry, indicating a strong market position despite concerns about future profitability in the broader ecosystem [3][4]. Nvidia's Market Position - Nvidia remains the largest position for the firm, with significant demand exceeding supply, indicating a robust market presence [5]. - The company is currently the only one making substantial profits in the AI sector, while others are still figuring out their profitability [6]. Investment Strategy - The firm has been actively managing its Nvidia holdings, adding to positions during downturns and trimming during periods of growth, reflecting a dynamic investment approach [5]. - There is a belief that Nvidia's stock will continue to rise as more companies in the AI ecosystem begin to generate profits [6]. Broader AI Ecosystem - The conversation around AI should extend beyond just chip manufacturers like Nvidia to include other sectors such as data centers, power generation, and HVAC systems, indicating a need for a diversified investment approach [7][8]. - Comfort Systems is highlighted as a significant holding, suggesting that the firm is looking beyond Nvidia to capture growth in the broader AI-related infrastructure [7]. Market Concerns - There are lingering issues such as tariff confusion and geopolitical tensions that could impact market dynamics, but these are not currently hindering investment decisions [9][10]. - The firm is monitoring oil prices and geopolitical developments, particularly in relation to Iran and Russia, as these factors could influence market conditions [10]. Additional Investment Opportunities - Fast Retailing, known for its Uniqlo brand, is identified as a strong growth opportunity, particularly in the Japanese market, which is often overlooked by US-centric investors [12][13]. - EQT is noted as a leading natural gas producer in the US, emphasizing the importance of natural gas as a key energy source moving forward [14].

Software stocks have been crushed but there could be a light at the end of the tunnel.Nvidia's (NVDA 5.55%) highly anticipated fourth-quarter earnings report wasn't enough to lift its own stock, but it did give a boost elsewhere. Software stocks rallied on the report due in part to comments from Nvidia CEO Jensen Huang, and as Nvidia's update set off a rotation in the tech sector on Thursday from chip stocks to software-as-a-service stocks (SaaS).Software stocks have been pummeled this year on fears that AI ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Market Performance - The S&P 500 closed down 0.54% at 6,908.86, ending a two-day winning streak, primarily influenced by a decline in NVIDIA shares which fell over 5% despite a positive earnings report [1] - The index is now near the lower half of the 6,800–7,000 range, indicating a stagnant market performance over recent weeks [2] Volatility and Investor Sentiment - The VIX Volatility Index increased to 18.62, suggesting that traders are seeking more protection against market fluctuations [2] Economic Indicators - A delayed producer price index (PPI) report is expected to be released, with analysts forecasting a 0.3% monthly growth, which is a key measure of wholesale inflation [3] - The S&P 500 is projected to experience a 0.4% loss for February, reflecting a challenging month for tech stocks amid concerns over AI disruption [3] Futures and Market Predictions - S&P 500 futures were reported at 6,904.75, down by 15.25 points or 0.22%, indicating continued bearish sentiment in the market [4] - The market's recent performance aligns with predictions made by Polymarket participants, who anticipated a downward trend [4]

智通财经APP获悉，瑞穗金融集团(MFG.US)正计划在未来十年内，利用人工智能替代约5000个在日本 国内的行政岗位。这家日本第三大银行试图通过此举提升运营效率。 瑞穗在一份声明中表示："我们计划通过充分利用人工智能技术，将人力资源重新配置到重点业务领 域，以增强盈利能力。这并非裁员。" 为提升效率，日本企业近年来不断加大人工智能应用力度，对该领域的投资已成为首相高市早苗政策议 程的关键组成部分。在银行业，各机构正寻求在面临用工短缺的背景下，以最大限度避免大幅裁员的方 式推进人工智能计划。 据瑞穗透露，其核心银行部门及其他集团子公司目前约有1.5万个行政岗位，受影响的员工将被调任至 其他岗位。 全球银行业正斥巨资将人工智能应用于从产品开发到风险管理的各项业务。摩根大通每年投入约20亿美 元用于人工智能技术开发，该行表示这项投资每年也能为其节省同等规模的支出。 日本银行业高管一直在努力缓解人工智能将取代就业岗位的担忧。瑞穗首席执行官Masahiro Kihara去年 10月表示："我不认为人类将失去价值，员工可以致力于从事更高附加值的工作。" ...

Group 1 - The AI industry chain is showing a divergence in trends, with AI software and applications strengthening while previously strong computing power hardware is undergoing adjustments [1] - The domestic computing power demand in China is experiencing exponential growth, with Chinese model vendors leveraging rapid iteration and cost advantages to capture the global market [1] - From February 9 to 15, Chinese models surpassed U.S. models in API call volume for the first time, with 41.2 trillion tokens compared to 29.4 trillion tokens [1] Group 2 - The rapid increase in penetration rates of intelligent applications and the openness of intelligent capabilities are expected to drive non-linear growth in tokens, maintaining rigid capital expenditures [2] - The Huaxia Cloud Computing ETF (516630) focuses on domestic AI software and hardware, with a combined weight of computer software, cloud services, and computer equipment reaching 83.7% [2] - The on-site comprehensive fee rate for the Huaxia Cloud Computing ETF is only 0.20%, the lowest among similar products [2]

In this article, we talk about the 15 stocks with the biggest hedge fund momentum.On February 23, Bloomberg News reported that during the week ended February 19, hedge funds registered record-high net sales of global stocks, the highest since early April 2025. Despite the selling spree, hedge funds maintained solid performance in early 2026, a period characterized by choppy markets and including the worst single-day drop for three major fund strategies since the COVID-19 pandemic.Goldman Sachs Group Inc.’s ...

今日A股开盘后科技赛道上行，冲高后有所回落。截至9点50分，人工智能AIETF（515070）跌 1.27%，持仓股拓维信息涨停，光环新网、昆仑万维、深信服等个股纷纷上涨。 消息面上，百度发布2025年第四季度及全年财务报告。2025Q4，AI业务收入占到百度一般性业务 收入的43%；2025年百度总营收达到1291亿元人民币，其中AI相关业务营收高达400亿元，数据显示其 AI战略转型成效显著，AI业务已成为公司增长的核心引擎。 银河证券分析指出，国产AI厂商的路线当下仍重点聚焦应用场景和开源生态两大务实抓手。全球 AI资本开支转向务实。 相关产品：人工智能AIETF（515070）、华夏中证人工智能主题ETF联接A（008585）、华夏中证 人工智能主题ETF联接C（008586）。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 人工智能AIETF（515070 ...