知名财经评论员克莱默 凤凰网科技讯北京时间2月27日，据CNBC报道，英伟达的强劲财报清楚地表明，该公司仍稳坐AI芯片 龙头的宝座。那么，为什么该公司股价仍在在周四的交易中下跌呢？ 截至周四收盘，英伟达股价下跌5.5%，报收于184.89美元，今年迄今为止股价基本持平。 CNBC知名财经评论员吉姆.克莱默(Jim Cramer)表示，原因是投资者担心，英伟达最大客户无法继续以 如此迅猛的速度支出，除非他们开始看到自己在AI方面的努力带来利润的大幅增长。 "有一种看法是，我们真正关心的或者应该关心的，是亚马逊借了多少钱，微软借了多少钱，Meta借了 多少钱，以及他们最终会不会赚不到钱？"克莱默周四在《华尔街直播室》(Squawk on the Street)节目中 表示。 根据FactSet汇总的华尔街预估，亚马逊在2026年的自由现金流预计将变为负数。Alphabet的自由现金流 预计将同比下降64%，至260亿美元。Meta的自由现金流预计将下降86%，至61亿美元。微软则相对是 个例外。根据FactSet的数据，在截至今年6月的财年，分析师预计其自由现金流与去年同期大致持平， 为713亿美元。 在周三晚间 ...

【隔夜行情】 【今日新股】 【中国AI调用量首超美国 四款大模型霸榜全球前五】2月26日，全球最大的AI模型API聚合平台 OpenRouter数据显示，9日-15日这周，中国模型以4.12万亿Token的调用量，首次超过同期美国模型的 2.94万亿Token。16日-22日这周，中国模型的周调用量进一步冲高至5.16万亿Token，三周大涨127%， 而同期美国模型调用量跌至2.7万亿Token。平台调用量排名前五的模型中，有四款来自中国厂商，分别 为MiniMax的M2.5、月之暗面的Kimi K2.5、智谱的GLM-5以及DeepSeek的V3.2。这四款模型合计贡献 了Top5总调用量的85.7%。值得注意的是，该平台的用户主要由海外开发者构成，其中美国用户占比高 达47.17%，而中国开发者仅占6.01%，这使得其榜单数据更能客观反映中国AI模型在全球范围内的真实 吸引力。 (每经网) •周四（2026年2月26日），A股市场三大指数集体收涨，截至收盘，沪指报3888.60点，涨0.34%；深证 成指报12984.08点，涨0.85%；创业板指报3052.59点，涨0.70%。总体来看，个股涨多跌少 ...

Summary of Everpure (NYSE:PSTG) FY Conference Call - February 26, 2026 Company Overview - **Company Name Change**: Pure Storage has rebranded to Everpure to reflect its expanded capabilities in the enterprise storage industry [11][14] - **Acquisition**: The company acquired 1touch to enhance its data management capabilities, allowing for better context and usability of stored data [13][19] Financial Performance - **Quarterly Earnings**: Everpure reported its first billion-dollar quarter with revenues of approximately $1.06 billion, marking a 16% year-over-year growth for the full year and a 20% growth in Q4 compared to the previous year [15][16] - **Future Guidance**: The company anticipates a 28% growth in Q1 year-over-year and a 19% growth for the entire year [15][16] - **Competitor Comparison**: Competitors are experiencing low single-digit growth rates, indicating Everpure's strong market position [16] Industry Dynamics - **NAND Flash Supply Chain**: Everpure has begun selling to hyperscalers, significantly increasing its responsibility for NAND flash supply. The company has long-term contracts in place but acknowledges the volatility in the spot market due to high demand and supply shortages [22][23][24] - **NAND Pricing**: The company noted that NAND prices have seen dramatic increases, with some products doubling in price within four months [23][24][90][96] - **Transition from HDD to Flash**: Everpure predicts that by 2028, virtually no new HDD enterprise data center systems will be sold, despite HDDs currently representing around 80% of gigabytes in hyperscalers [45][60] Competitive Positioning - **DirectFlash Technology**: Everpure's DirectFlash technology offers a 30%-40% price performance improvement over traditional SSDs, positioning the company uniquely in the market [66][67] - **Power and Cooling Efficiency**: Everpure's solutions require significantly less power, space, and cooling compared to HDDs and SSDs, making them attractive to hyperscalers [67][71] Market Trends - **AI and Data Management**: The company is focusing on making data more manageable and useful for analytics and AI, addressing the need for real-time data processing [135][136] - **Hyperscaler Demand**: Hyperscalers are currently price insensitive due to their urgent need for capacity, which is driving demand for Everpure's solutions [116][117] Strategic Partnerships - **Nutanix Partnership**: Everpure is seeing increased demand for alternatives to VMware, with Nutanix being a key partner in providing solutions for customers looking to transition away from VMware [172][173] Key Takeaways - **Market Share Growth**: Everpure is experiencing significant growth in its core business, with expectations to capture more market share in a $40 billion industry [187] - **Focus on Core Business**: The company emphasizes that the core business, which is growing rapidly, should receive more attention than the smaller AI segment, which currently contributes less than 10% of revenues [188][190] Conclusion - Everpure is positioned strongly in the enterprise storage market with innovative technology, robust financial performance, and strategic acquisitions. The company is navigating industry challenges effectively while focusing on long-term growth and market share expansion.

Core Viewpoint - Apple is facing a proposed class action lawsuit alleging that it defrauded shareholders by overstating its progress in adding AI features to Siri and misrepresenting its compliance with a 2021 injunction from the Epic Games case [2][3]. Group 1: Lawsuit Details - The plaintiff claims that Apple misrepresented its ability to enhance Siri with AI features and comply with legal requirements stemming from the Epic Games case [2]. - Apple contends that there is no evidence to support the claim that it knowingly delayed the addition of AI features to Siri and did not guarantee compliance with the injunction [2][7]. Group 2: Epic Games Case - The Epic Games case revolves around the commissions Apple collected from App Store purchases, with a judge ruling that Apple ignored a 2021 order to allow developers to direct consumers to alternative payment options [3][7]. - An appeals court upheld the ruling against Apple, stating that a district judge must consider allowing Apple to collect commissions on transactions made outside the App Store, although not at the previous rate of 27% [8]. Group 3: AI Development Delays - Apple's planned AI enhancements for Siri have experienced significant delays, with features initially expected in March now likely pushed to May and September for subsequent iOS updates [8][9].

Accounting for Scope 3 Use- Phase Emissions for Software Companies Exploring Challenges and Potential Solutions FEBRUARY 2026 | WHITEPAPER BSR | Accounting for Scope 3 Use-Phase Emissions for Software Companies 1 About This Report This report summarizes key research findings from the Scope 3 for Software (S34S) Roundtable on challenges and solutions for software use-phase emissions. The report explores the complex issues surrounding accounting, measurement methodologies, and data collection and engagement w ...

而今年，李彦宏如此定义百度的AI转型："2025年是AI成为百度新核心的关键一年。AI云势头强劲，我们凭借差异化的全栈端到端AI能力赢得越来越多的企 业认可。"他还提到，百度以AI为先的战略日益清晰。 在AI业务上"起大早赶晚集"的百度正在加速快跑。 （图源：视觉中国） 2月26日，百度（09888.HK；BIDU.O）发布《2025年第四季度及全年业绩公告》（以下简称"《业绩公告》"）。 在2024年年报中，百度创始人李彦宏曾表示，2024年是百度从以互联网为中心向以AI为先转型的关键一年。 "自本季度起，我们将百度核心重新定义为百度一般性业务。"百度在《业绩公告》中表示，百度一般性业务包括百度核心AI新业务、传统业务及其他。 传统业务指的是搜索、信息流及其他产品线提供的传统广告服务；核心AI新业务则包括智能云基础设施业务、AI应用业务和AI原生营销服务。 财报显示，2025年第四季度，百度总收入为人民币327亿元，环比增长5%，主要是由于百度核心AI新业务的增长。 百度AI业务、传统业务及其他的收入分别为113亿元、123亿元及25亿元。不难发现，AI业务在百度一般性业务收入中的占比，达到43%。 而20 ...

智通财经获悉，周四盘后交易中，CoreWeave(CRWV.US)股价一度暴跌12%。这家专注于人工智能的云 基础设施供应商公布的第四季度营收虽高于华尔街预期，但未能提振股价。根据公告，CoreWeave第四 季度营收同比增长110%至15.7亿美元，略超出市场平均预期15.5亿美元，每股亏损89美分，逊于市场平 均预期。截至发稿，该股盘后大跌9.56%。 业绩指引方面，公司预计2026年全年营收为120亿至130亿美元，分析师此前预期为120.9亿美元;预计 2026年调整后营业利润为9亿至11亿美元。但第一季度的营收指引为19亿至20亿美元，低于市场共识预 期的22.9亿美元。 本季度CoreWeave与模型开发商Poolside达成合作，并推出对象存储服务，将信贷额度从15亿美元提升 至25亿美元。尽管存储业务将助其与亚马逊AWS等巨头竞争，但公司仍聚焦专业云基础设施领域。 Intrator在博客中写道："2025年CoreWeave成为史上最快突破50亿美元年营收的云平台。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 公司计划将2026年资本支出目标定为300亿至350亿美元，远超 ...

分组1 - NVIDIA reported strong Q4 earnings, showing significant revenue and profit growth, but experienced a modest decline in share price shortly after the announcement [1] - The stock initially surged following the earnings report but then dropped in the hours that followed, indicating market volatility despite positive financial results [1] 分组2 - The article highlights the importance of analyzing stock market reactions to earnings reports, as they can often be unpredictable and influenced by various factors beyond the financial data itself [1]

新一代产品支持设置各种纵横比和最高4K分辨率，并能提供更生动的光照、更丰富的纹理和更清晰的 细节。 Pro图像模型的精准文本呈现和多语种翻译能力也得到继承。此前该功能仅限于Gemini订阅用户使用， 随着Nano Banana 2上架，免费版Gemini用户也能使用该功能。 据"大模型竞技场"Arena.ai披露，Nano Banana 2上架后即刻登顶文生图榜单的第一位。同时每张图像的 成本只有0.067美元，约为Nano Banana Pro的一半。 即日起，Nano Banana 2已经成为谷歌Gemini、搜索和视频编辑工具Flow中的默认图像模型。Nano Banana 2模型将取代Gemini应用中Fast、Thinking和Pro生成功能里的Nano Banana Pro选项。 北京时间周五凌晨，美国科技公司谷歌(GOOGL.US)宣布上架新一代图像生成模型Nano Banana 2，使得 高质量图像的生成更快、更便宜、更容易。 作为背景，谷歌于去年8月底首发Nano Banana(Gemini 2.5 Flash图像模型)。由于其超级逼真的角色一致 性，以及突出的自然语言理解和3D建模能力，引 ...

US stocks sank on Friday after a measure of wholesale inflation came in hotter than expected and Block's (XYZ) surprise shakeup turned the spotlight on AI disruption risks. The Dow Jones Industrial Average (^DJI) led the way down with a loss of 1.4%, or nearly 700 points. Meanwhile, the Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) dropped 0.9% and 0.6%, respectively, on the heels of sharp closing losses for the tech-heavy indexes. The downbeat end to the week put the major indexes on track to post month ...