港股马年首个交易日开盘，恒生指数低开0.18%，恒生科技指数跌0.69%。盘面上，油气板块强势，中 国海洋石油涨超2%；科网股集体走弱，阿里巴巴跌超3%。 关于港股后市 著名分析师张忆东在加盟国泰海通后，带领团队发布最新市场研判。首先，政策导向转为积极性和主动 性呵护中国股市。近期随着市场降温，上证4100点以下已经感受到托底的力量。其次，阶段性否极泰 来。港股整体卖空成交占比约19%，其中恒生科技指数卖空成交占比快速回升至21%。海外市场已出现 阶段性跌深反弹迹象，有利于港股短期反弹。 第三，保险为主的配置型战略投资者，开始趁市场调整而加大增持中国股市。第四，中国股市春季行情 的季节性规律，仍有望起作用。历史经验看，春节前市场若偏弱，节后随着资金回流与风险偏好修复， 市场往往更容易走强。中国基本面和资金面，才是决定中国股市行情的核心变量。后续各地两会、全国 两会、十五五规划实施、美国总统访华等一系列政治经济和产业层面的催化频出，内外资共振的增量资 金将推动今年春季行情。投资策略上可持股过节，享受春节红包，把握住近期市场调整倒车接客的时 机，布局2-3月的春季行情。 国联民生证券指出，港股科技前期表现显著滞涨 ...

In this article, we will look at the 11 Best Dip Stocks to Buy According to Hedge Funds.​On February 17, Mohamed El-Erian, Chief Economic Advisor at Allianz, appeared on a CNBC Television interview to discuss the way forward amidst the volatility. He noted that we are in a completely different market as compared to 2025, as there is no longer the investor’s love for AI. El-Erian highlighted that the current market is defined and will continue to be defined by three words: volatility, dispersion, and fragmen ...

In this article, we explore the 11 Best Alternative Energy Stocks to Invest In According to Analysts.The alternative energy sector entered 2026 with high optimism after enjoying a great run in 2025. Last year, the International Energy Agency (IEA) in its tenth edition of the World Energy Investment report, had predicted that global energy investment would reach $3.3 trillion. The lion’s share of the capital flow, at least $2.2 trillion, would go to clean technologies, the report detailed. Fast forward to 20 ...

第二，原油是导火索。 第一，美国股市是"震中"。 当前投资者对AI的担忧并没消除。虽然科技股看似稳定（从头条新闻淡出），但一直有人在偷偷买"保 险"（比如看跌期权），他们已经不相信市场真的安全。真正的下跌，从来不是跌出来的，而是"防出来 的"。 需要防范从个股跌到指数。目前纳斯达克指数21日均线（短期趋势）下穿100日均线（中期趋势），一 旦再跌破200日均线（长期趋势），那么抛售将加速。这就像冰面已经裂开，但人还站在上面聊天。 来源：华尔街情报圈 美股全线下跌，黄金两次测试5000美元失败，美元携手油价上涨——市场形成了一个非常危险的组合。 油价上涨，引发了美国股市下跌。市场炒作的是油价上涨将引发通胀，而就在昨天美联储会议纪要显 示"几位官员"因为担忧通胀风险考虑加息——这次油价上涨杀伤力比以往更大，因为撞上了政策敏感 期。 现在的市场非常具有误导性，涨跌幅不大，新闻也没有特别吓人，大多数人感觉不到问题——但"危险 的条件正在齐备"。 ...

国泰海通主要观点如下： AI竞争范式转移：从"更大模型"到"更好数据流" 智通财经APP获悉，近日，国泰海通证券首次覆盖迅策(03317)，给予"增持"评级，目标价104.78港元， 对应目标市值338亿港元。在AI大模型从通用能力向垂直场景深化的关键转折期，研报分析，迅策科技 凭借"数据流"核心能力，正从资管行业向多元领域复制"中国版Palantir"模式。 报告指出，迅策科技深耕实时数据基础设施行业十年，其统一数据平台可在数秒内完成多来源异构数据 的收集、清理、管理与分析，完美契合企业即时决策需求。公司以资管行业为起点，构建起覆盖投资组 合监控、订单执行、估值、风险管理及合规的全生命周期解决方案，2024年在实时数据领域位居头部。 据弗若斯特沙利文数据，2020-2024年我国实时数据基础设施及分析市场规模CAGR高达46.1%，预计 2029年将达到505亿元。当前市场渗透率不足4%，AI大模型催化下正迎来爆发式增长。数据作为第五大 生产要素已被纳入国家战略，"数据二十条"、数据资产入表等政策落地，正推动企业加大数据基础设施 投资。 多元化拓展打开空间，付费客户与ARPU双升 在巩固资管优势的同时，迅策 ...

Core Viewpoint - Micron Technology has denied any delays regarding its HBM4 solutions, indicating confidence in its product development timeline [1]. Group 1: Company Updates - Micron Technology is actively addressing recent updates that may impact its operations and stock performance [1]. - The company is part of a broader discussion involving other AI stocks, suggesting its relevance in the technology sector [1].

大漠实拍，港式武侠、喜剧融合邪典电影（Cult Film）趣味，这个春节档，《镖人》不是票房最高、最 符合潮流的电影，但它代表了一种正在消逝的电影气质，如果你对铺天盖地的AI制作感到倦怠，偏好 硬桥硬马、注重实拍的武打电影，《镖人》有其可观之处。 剧照 旧武侠的新传承 这部电影由袁和平导演，吴京、陈丽君、于适主演，李连杰、谢霆锋、梁家辉、张晋、惠英红等名角参 演。他们大多拥有丰富的打戏经验，像惠英红更是著名的刀马旦，李连杰则是当仁不让的华语影史功夫 巨星。 导演袁和平的从业生涯亦颇为传奇，他出道于港台演艺圈，曾为《黑客帝国》《卧虎藏龙》《功夫》等 经典电影担任动作指导，与成龙、洪金宝颇有交情，业内尊称他"袁八爷"。《镖人》筹备时传出这套阵 容时，它的打戏质量就备受期待。 袁和平在改编中遵循原作精神，将西部片与武侠片两种风格融合，有观众戏称电影像一部大隋版《疯狂 的麦克斯》，这并非偶然，盖因原著本就张扬着恣肆、疯狂、玩世不恭的气质。 主创安排了一条主线和两条支线。主线是吴京饰演的"天字第二号逃犯"刀马接下押镖任务，不料他们的 护送对象就是"天字第一号逃犯"知世郎，由此引发多方争夺。 但袁和平担任导演的能力，不如 ...

Market Overview - On February 19, U.S. stock indices fell collectively due to multiple negative factors, including tightening liquidity in the private credit industry and escalating geopolitical tensions between the U.S. and Iran. The Dow Jones Industrial Average dropped by 267.5 points, a decline of 0.54%, while the S&P 500 and Nasdaq Composite fell by 0.28% and 0.31%, respectively, with the Nasdaq experiencing a cumulative decline of over 2% since 2026 [1][2]. Private Credit Industry - A liquidity crisis in the private credit sector was a core reason for the market's weakness. Blue Owl Capital announced the sale of $1.4 billion in loan assets and tightened investor liquidity, leading to a significant drop in its stock price by 1%. This triggered a collective decline in the private credit sector, with major firms like Blackstone and Apollo Global Management seeing their stock prices fall by over 5% [2][3]. Geopolitical Tensions - The geopolitical tension between the U.S. and Iran has become another major market disturbance. President Trump indicated a decision on potential military action against Iran would be made within ten days, which has heightened investor caution and led to a general sell-off of risk assets [3]. Corporate Earnings and Guidance - Discrepancies in corporate earnings and guidance have intensified market volatility. Walmart's fourth-quarter revenue and profit exceeded expectations, but its annual profit guidance fell short, resulting in a stock price drop of over 1%. In contrast, Amazon surpassed Walmart in projected net sales for 2025, reaching $716.9 billion [4]. Economic Data - Recent economic data showed initial jobless claims in the U.S. fell to 206,000, significantly below expectations, indicating resilience in the labor market. The Philadelphia Fed Manufacturing Index rose to 16.3, the highest since September of the previous year. However, the trade deficit unexpectedly widened to $70.3 billion in December 2025, with the annual goods trade deficit reaching a record $1.2409 trillion, an increase of $25.5 billion or 2.1% from the previous year [4]. Market Sentiment - According to a recent survey by the American Association of Individual Investors, the proportion of bearish retail investors has exceeded bullish investors for the first time since November of the previous year, with bearish, bullish, and neutral sentiments at 36.9%, 34.5%, and 28.5%, respectively. This reflects a growing caution among investors [5]. Sector Rotation - The U.S. stock market is undergoing a rotation in leading sectors. Excluding the top companies, other stocks in the S&P 500 are in urgent need of earnings momentum. Despite a decline in valuations for the "Magnificent Seven," their price-to-sales ratios remain at historical highs, indicating they are not in undervalued territory [5].

黄仁勋说，"这个团队面对Vera Rubin和HBM4这一巨大挑战，真的非常努力工作，他们有资格一边享用 烧酒和炸鸡，一边度过美好的夜晚。" 黄仁勋自信表示，"我们准备了几款世界上前所未见的全新芯片。所有技术都已到达极限，所以没有容 易的事。"他补充说，"有了这样一支团队，没有什么是不可能的。" 他还认为，目前AI不存在泡沫。"我们只是站在人类历史上最大规模、规模达数十万亿美元的基础设施 项目的起点而已。" 据《韩国经济日报》18日报道，英伟达首席执行官黄仁勋14日接受该媒体采访，对3月中旬举行的GTC 2026大会进行预热，称将在会上揭晓"世界上前所未见"的全新芯片。 当天接受采访前，黄仁勋现身英伟达总部附近的一家韩式炸鸡餐厅，与30多名SK海力士和英伟达工程 师共进晚餐。 业界认为，SK海力士即将供应的HBM4被视为决定英伟达下一代AI加速器Vera Rubin性能表现的关键组 件。目前，SK海力士面临同三星电子的激烈竞争。 黄仁勋未透露所谓全新芯片的型号。有媒体猜测，大概率出自两大芯片系列：一是Rubin系列的衍生产 品（如此前曝光的Rubin CPX），该系列已于2026年CES大会上亮相，包含6款全 ...

Alliant Energy beats quarterly profit estimates on strong power demand | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]- Companies[Alliant Energy Corp]FollowFeb 19 (Reuters) - U.S. utility Alliant Energy [(LNT.O), opens new tab] beat Wall Street estimates for fourth-quarter profit on Thursday, benefiting from robust power demand and strong performance in its electric and gas segments.U.S. electricity use reached record highs last y ...