今日A股开盘后，人工智能AIETF（515070）震荡为主。截至10点06分，人工智能AIETF （515070）跌1.17%，持仓股拓维信息涨停，芯原股份、光环新网、昆仑万维等涨幅居前。 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 2月26日，联想智库发布《2026企业AI十大趋势》，报告揭示了AI产业在2026年的关键演进方向， 包括商业模式变革、算力与效能革命、物理AI落地、治理与需求、国产与开源等。报告指出，企业级 AI已进入价值创造的跨越期，如何将AI与业务战略、组织架构及产业生态深度协同，将成为未来一年 企业竞争的核心命题。 中信建投认为，AI大模型仍在持续迭代升级，竞争远未结束，大模型的商业变现路径畅通，正在 从"低价/免费圈地"阶段走向"为高质量付费"阶段，且带动的算力需求非常旺盛，建议关注AI应用板 块，特别是端侧AI Agent的进展。 人工智 ...

早盘A股软件赛道盘中异动，截至9点55分，创业板软件ETF华夏（159256）涨1.54%，持仓股顺网 科技涨超9%，网宿科技涨超6%，润和软件、每日互动涨超5%。场内交投活跃，创业板软件ETF华夏 （159256）盘中成交额在同指数标的中排名第一。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070）。 每日经济新闻 （责任编辑：董萍萍 ） 消息方面，在英伟达公布超出预期的业绩后，黄仁勋接受美国媒体采访时表示，市场误判了AI对 软件公司的威胁，AI助手不会取代软件工具，而是会反过来使用它们，大批软件公司将使用AI助手来 开发软件并提高效率："我们今天所使用的所有这些工具，无论是Cadence、Synopsys、ServiceNow还是 SAP，它们的存在都有一个根本且正当的理由。AI助手将成为智能软件，能够代表我们使用这些工具， 帮助我们大幅提升生产力......归根结底，我们需要工具来完成具体工作，并以我们能够理解的方式把信 息反馈给我们。"这一观点表明，AI浪潮将拓展到整个技术栈，而非掏空它。 中信证券分析指出，近期Anthropi ...

2026年春节期间，AI眼镜销售呈现爆发式增长态势：深圳华强北AI眼镜销量较平日激增70%至 80%，全域科技类产品营收同比增长35%，AI眼镜成为最热门的"科技年货"之一；苏宁易购数据显示， 1月以来AI眼镜销量实现翻倍增长，春节假期智能眼镜等可穿戴装备销售环比增长62%，叠加国家以旧 换新补贴政策，中高端AI眼镜消费需求持续释放。 技术进步推动AI眼镜在多场景实现深度落地，彰显产业价值。消费端，华为、小米等企业的产 品，实现了日程提醒、实时翻译、快捷支付等生活辅助功能；光粒科技的AR智能泳镜、形意医疗的医 用眼镜，分别在运动健身、医疗手术等领域实现突破，解决了传统场景的痛点。行业端，中国移动的入 境游解决方案，为外国游客提供多语种导航、翻译等一站式服务，推动技术转化为实际生产力。 我国AI眼镜产业凭借供应链优势与技术创新，正加速扩大全球影响力，华为、Rokid等本土品牌， 推出的轻量化、高性价比产品，覆盖消费级与行业级场景，形成了技术、产品与生态三位一体的竞争 力。预计2026年，关键组件良率将稳步改善，成本持续下降，为产业规模化落地提供更有力支撑。 然而，产业快速发展的同时，监管短板也日益凸显，成为制约 ...

Core Insights - Nvidia reported a significant earnings increase, with revenue rising 73% to $68.1 billion, surpassing estimates of $66.2 billion, and adjusted net income increasing 79% to $39.5 billion, or $1.62 per share, exceeding expectations of $1.54 [1][2] Group 1: Nvidia's Performance - Nvidia's profit margin reached 58%, showcasing its dominance in the AI sector and reflecting strong demand for its chips and AI computing power [2] - Despite the impressive earnings report, investor reaction was muted, with the stock initially rising over 3% but ultimately finishing the after-hours session flat [3][4] - Nvidia's market capitalization is nearing $5 trillion, making it challenging for the stock to experience significant upward movement despite strong growth numbers [4] Group 2: Investment Opportunities - The VanEck Semiconductor ETF (SMH) is highlighted as a strategic investment to capitalize on the AI boom, providing diversified exposure to leading AI stocks [5][7] - The SMH ETF includes top holdings such as Nvidia, Taiwan Semiconductor, Broadcom, Micron, and ASML, which collectively represent about 50% of the fund [7][8] - Other semiconductor stocks within the ETF, like Micron and ASML, have shown substantial growth, with Micron tripling in value over the last six months due to memory chip shortages [9][10] Group 3: Market Outlook - Nvidia's success is expected to positively impact its top holdings, with the potential for other chip stocks to have more upside due to their lower market capitalizations compared to Nvidia [10] - The ongoing AI boom is supported by Nvidia's results, indicating that concerns about an AI bubble are premature [11][12] - The SMH ETF, while not inexpensive with a price-to-earnings ratio of 45, offers a broad range of AI stock exposure and the potential for significant returns as AI spending continues to rise [12]

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

CGI Inc. (NYSE:GIB) is among the 10 Best Magic Formula Stocks for 2026. On February 24, the company announced that its subsidiary, CGI Federal Inc., had secured a $64 million indefinite delivery/indefinite quantity contract from the U.S. Environmental Protection Agency’s (EPA) to modernize its financial management platform, Compass. CGI Inc. (GIB) Lands $64 Million Contract To Modernize EPA's Financial Management Platform The agreement aims to enhance the implementation of the company’s Momentum Enterpri ...

Gen Digital Inc. (NASDAQ:GEN) is among the 10 Best Magic Formula Stocks for 2026. This week, Argus Research cut its price target on the stock to $32 from $35, citing the impact from the tech selloff this year. Argus Research Cuts Price Target on Gen Digital Inc. (GEN) Citing Impact From Tech Selloff However, the firm reiterated a Buy rating on the stock. According to a report on TipRanks, Argus analyst Joseph Bonner told investors in a research note that the company’s fundamentals remain reasonable, whil ...

GoDaddy Inc. (NYSE:GDDY) is among the 10 Best Magic Formula Stocks for 2026. On February 23, Benchmark cut its price target on the stock to $210 from $240, while keeping a Buy rating, as part of the fourth quarter earnings preview. Benchmark Cuts GoDaddy Inc. (GDDY)'s Price Target To $210, Maintains Buy Rating During the day, Jefferies analyst Brent Thill also slashed the price target to $100 from $140 with a Hold rating. The firm noted that application software stocks were being impacted more by the ong ...