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

Group 1 - The core message from Xiaomi's founder Lei Jun is a New Year greeting and promotion for the Xiaomi YU7 vehicle, encouraging customers to make purchases during the holiday season [1][5][7] - Xiaomi announced that its stores will remain open during the Spring Festival, with a limited number of Xiaomi YU7 vehicles available for immediate purchase, allowing customers to lock in orders and potentially take delivery the same day [3] - Special financing options are available for customers who place orders before February 28, including a 7-year low-interest plan starting with a down payment of 99,900 yuan and monthly payments as low as 1,931 yuan, or a 3-year zero-interest plan starting with a down payment of 74,900 yuan and monthly payments as low as 4,961 yuan [3]

在20.55亿的总盘子里，《飞驰人生3》以10.06亿的断崖式成绩独占近半壁江山，票房占比高达 48.9%；《惊蛰无声》以3.54亿位列第二；《熊出没·年年有熊》和《镖人：风起大漠》分别以2.69 亿和2.22亿紧随其后，上座率方面《飞驰人生3》与《熊出没》同以15.5%领跑。 春节档突破20 亿票房，但沈腾赢麻了、吴京遇冷，猫眼成背后最聪明的投资人，而投资人更焦虑的 是：AI前夜，电影业还剩几张王牌？ 作者丨 巴里 编辑丨 吴岩 大年初二，2026年春节档的战局已经更加清晰。 根据猫眼专业版数据，截至2月18日16:43，2026年春节档总票房已达20.55亿元，总出票4149.8万 张，总场次270.6万场，平均票价49.5元。作为史上最长春节档（9天）的第二天，这个数字预示着 今年春节档有望再创新高。 作为观察全年文娱消费的风向标，这个春节档呈现出前所未有的撕裂感：一边是破纪录的票房和超出 预期的观影热情，另一边则是头部影片"赢家通吃"与腰部影片的生存焦虑。 | 熊出没·年年有熊 | 26889.23 | 13.0% | 11.2% | 15.5% | | --- | --- | --- | --- | ...

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 ...

H&H International Investment （段永平美股持仓主体）披露的最新 13F 文件显示，截至 2025 年 4 季末，组合整体持仓市值大约 175 亿美元，较9月底的 147 亿美元增加了 19% 左右。 2024年底的时候，这个组合市值大约是145亿美元。 持股结构上也发生了一些变化，如下表所示： | 排名 | 证券名称 | 行业 | 持仓股数 | 持仓市值(美元) | 持仓占比 | 变动情况 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 苹果(AAPL) | 信息技术 | 34,829,107 | 8,796,983,713 | 50.30% | -7.09% | | 2 | 伯克希尔(BRK.B) | 美部 | 7,176,196 | 3,607,114,919 | 20.63% | 38.24% | | 3 | 英伟达 (NVDA) | 信息技术 | 7,237,100 | 1,349,719,150 | 7.72% | 1110.62% | | ব | 拼多多(PDD) | 消费 | 11,536,694 | 1,308 ...

*内容仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。 在过去二十年的中国投资史上，段永平的名字几乎等同于 "稳定性"的代名词。从早年重仓网易的成名一战，到后来长期持有苹果、贵州茅台， 他的投资行为始终贯穿着一条清晰的主线： 长期主义、重仓出击、极低换手。 他倾向于围绕少数几家确定性极高的消费与平台型巨头反复加 码，这种"买入并持有"的哲学，让他被市场公认为"巴菲特价值投资体系在中国最忠实的实践者"。在很长一段时间里，跟随段永平的持仓逻 辑，几乎成为了许多价值投资者的一种隐性策略。 然而，当时钟拨向 2025 年第四季度，这位一贯以"静水流深"著称的投资人，却交出了一份明显偏离历史路径的成绩单。根据 2026 年初披露 的持仓数据显示，他大幅减持了长期占据第一大重仓股位置的苹果，与此同时，将英伟达（Nvidia）的仓位一口气拉高逾 11 倍，并在 AI 产业 链的多个垂直领域进行了轻仓试水。 这并不是一次普通的战术调仓，更像是一次对时代变量的正面回应。如果把时间轴再拉长一点，这个变化恰好发生在一个重要的宏观背景之后： 沃伦 ·巴菲特正式淡出伯克希尔的日常投资决策。当"老师"的时代落幕，那 ...

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]

Core Viewpoint - The article highlights the use of an AI system in a supermarket's bakery department to optimize production and meet customer demand during the busy Spring Festival season, showcasing the integration of technology in retail operations [1]. Group 1: AI Implementation - The bakery department at Wumart Supermarket's Xueqing Road store utilizes a multi-point AI system called "Fresh Calculation" to predict the production quantity of baked goods for the next day [1]. - This AI system provides daily production suggestions at noon, achieving an accuracy rate of 89%-90% for estimating demand for self-made bread products [1]. Group 2: Operational Challenges - The bakery faces challenges in balancing production levels due to fluctuating customer traffic, particularly influenced by university students' holiday schedules [1]. - Overproduction leads to higher waste, while underproduction risks insufficient supply during peak sales periods, especially during the Spring Festival [1]. Group 3: Customer Service Focus - The bakery team, led by Zhang Huanjie, aims to ensure sufficient supply and stable prices during the Spring Festival, enhancing customer service [1].

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。 ...