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陆家嘴财经早餐2026年2月17日星期二
Wind万得· 2026-02-17 00:17
Group 1 - The 2026 CCTV Spring Festival Gala featured a variety of robots performing alongside artists, showcasing advanced skills and technology [3] - The Hong Kong stock market saw a positive close on the last trading day before the Lunar New Year, with the Hang Seng Index rising by 0.52% and AI application stocks experiencing significant gains, such as Haizhi Technology Group increasing nearly 30% [3][4] Group 2 - OpenAI announced the recruitment of Peter Steinberger, founder of the open-source AI agent OpenClaw, indicating a strategic shift towards collaborative AI ecosystems [4] - Alibaba released a new generation of the Qwen 3.5 model, which competes with Gemini 3 Pro, achieving a significant performance leap and reducing API costs to 0.8 yuan per million tokens [4] Group 3 - The demand for GLM-5 has surged, prompting Zhipu to initiate a "computing power partner" recruitment plan to enhance service capabilities [11] - The storage chip price increase is intensifying, with Kioxia predicting a 50% rise in average selling prices starting in Q1 2026 [11] Group 4 - The Hong Kong property market saw a 7.33% increase in prices during the Year of the Snake, marking the largest rise in nearly eight lunar years [8] - The U.S. stock market is expected to experience a significant capital expenditure increase in AI, projected to reach $740 billion in 2026, which may lead to a shift in investment patterns [16]
昨夜,币圈跳水了,行业大佬警告,这个点位就像一道危险的闸门!
Sou Hu Cai Jing· 2026-02-16 17:04
技术分析师们紧盯着另一条线:比特币的200周均线,目前大约在58000美元上方。 这条线被很多人看作是比特币的生命线。 渣打银行的分析师团队甚至预 测,比特币在企稳前,可能会一路跌到50000美元,而这个位置恰好是看跌期权未平仓合约量第二高的地方。 市场的悲观情绪几乎无处不在。 有分析师坦言,他们接触到的每一个人,在短期内都对市场持悲观态度。 曾因精准预测2008年金融危机而闻名的迈克尔·伯 里,最近也发出警告,称比特币的暴跌可能会深化为一种自我强化的"死亡螺旋"。 这种螺旋的威力,在去年10月已经上演过一次。 当时,超过190亿美元的多头头寸在剧烈的去杠杆进程中被清算,终结了之前的涨势。 自那以后,币价就再 也没能真正站稳。 进入2月,抛售压力再次加剧,甚至把之前因为支持加密货币的特朗普再次当选美国总统而带来的涨幅,全都跌了回去。 杠杆是这场悲剧的核心放大器。 使用杠杆意味着投资者可以用很少的钱,撬动很大的仓位,这虽然能放大收益,但损失也会成倍增加。 当价格朝着不利的 方向波动,投资者的保证金很快就不够了,会被交易所强制平仓,这反过来又加剧了市场的抛售压力。 据CoinGlass数据统计,在最近的一次大跌中 ...
GTC泽汇资本:逆势增持折射加密储备雄心
Xin Lang Cai Jing· 2026-02-16 16:35
在微观财务层面,GTC泽汇资本认为,净资产价值倍数(mNAV)的持续走低是当前加密财务领域不容 忽视的信号。数据显示,由于市场对加密相关企业的估值趋于保守,包括 Strategy 在内的多家巨头 mNAV 已跌破 1.0 的关键水位,目前徘徊在 0.90 左右。通常情况下,mNAV 低于 1 意味着市场对该公 司的定价低于其持有的实际资产价值,这虽然会增加后续融资增持的难度,但也可能孕育着估值修复的 机会。尽管该机构在第四季度录得显著亏损导致股价波动,但其股价在近期已展现出企稳迹象。 在微观财务层面,GTC泽汇资本认为,净资产价值倍数(mNAV)的持续走低是当前加密财务领域不容 忽视的信号。数据显示,由于市场对加密相关企业的估值趋于保守,包括 Strategy 在内的多家巨头 mNAV 已跌破 1.0 的关键水位,目前徘徊在 0.90 左右。通常情况下,mNAV 低于 1 意味着市场对该公 司的定价低于其持有的实际资产价值,这虽然会增加后续融资增持的难度,但也可能孕育着估值修复的 机会。尽管该机构在第四季度录得显著亏损导致股价波动,但其股价在近期已展现出企稳迹象。 综上所述,GTC泽汇资本认为,Strateg ...
加密货币在流动性稀薄之际小幅走高
Sou Hu Cai Jing· 2026-02-16 14:16
Core Viewpoint - The recent sharp sell-off in the cryptocurrency market has diminished, but liquidity is thin due to the U.S. holiday, indicating that a recovery is not yet assured [1] Group 1: Market Conditions - The relative calm in the cryptocurrency market marks a significant change compared to the frantic sell-offs of recent months [1] - Precious metals continue to rise, exerting pressure on cryptocurrencies amid cautious risk appetite [1] Group 2: Price Movements - Bitcoin has increased by 0.9% to $69,498 after earlier declines, while Ethereum has risen by 1.7% to $1,989 [1] - On February 6, Bitcoin hit a 16-month low of $60,008, and Ethereum reached a nine-month low of $1,751 [1] Group 3: Future Outlook - A sustained recovery in the cryptocurrency market requires a revival in prices and market interest, especially in light of the anticipated "crypto winter" in 2025/26 [1]
以太坊升破2000美元,日内涨1.83%。
Xin Lang Cai Jing· 2026-02-16 12:55
以太坊升破2000美元,日内涨1.83%。 来源:滚动播报 ...
以色列公民在迪拜被拘留 涉俄加密人士 Roman Novak 遇害案
Xin Lang Cai Jing· 2026-02-16 08:48
以色列公民 Michael Greenberg(又名 Mike Green)在迪拜被拘留,涉嫌与俄罗斯加密货币人物 Roman Novak 及其妻子遇害案有关,但并非直接行凶者。Novak 曾通过涉嫌欺诈的加密应用募资约 5 亿美元, 2025 年 10 月被以"投资会面"为由引诱至阿联酋并遭杀害。该案正由俄罗斯与阿联酋执法机构联合调 查。(cryptopolitan) (来源:吴说) ...
全线跳水,超11万人爆仓!金银又下跌
Sou Hu Cai Jing· 2026-02-16 07:02
加密货币全线跳水,黄金白银又跌了!2月16日,现货黄金、白银盘中再度下探。现货黄金盘中跌超1%,跌破4990美元/盎司,失守5000美元/盎司的压力 位。白银现货早间一度跌超3%,跌至75美元/盎司以下。短线拉升后,现货白银价格再度下挫,截至发稿跌超2%。 | 〈 | 伦敦金现 | | | | | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | 4996.880 | 昨结 | | 开盘 | 5028.944 | | -45.325 -0.90% | 总量(kg) 0.00 | | 现手 | 0 | | 最高价 5053.110 | 持 | | 0 外 盘 | 0 | | 最低价 4988.700 | 增 | | 0 内 盟 | O | | स्त्रम्य 五日 | | 日K 周K 月K 更多 | | | | ෆ加 | | | 均价: -- 盘口 | | | 5095.710 | | | 1.06% 卖1 4997.180 | 0 | | | | | 4996.880 三1 | 0 | | | | | 11:03 4996.615 0 | ...
蓝港互动(08267) - 有关加密货币的持有量及LK Crypto资產管理及募资计划的补充公告
2026-02-16 06:09
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 Linekong Interactive Group Co., Ltd. 藍港互動集團有限公司 (於開曼群島註冊成立的有限公司) (股份代號:8267) 董事會謹此載列本集團的投資政策及目標。本集團的投資目的旨在實現中長 期資本增值,並達致戰略協同效益,以支持本集團的長期發展及戰略方向。 有關加密貨幣的持有量及LK Crypto資產管理 及募資計劃的補充公告 茲提述本公司日期為二零二五年八月十三日的公告,內容有關其加密貨幣的 持有量及LK Crypto資產管理及募資計劃(「該公告」)。除另有指明外,本補充公 告所用詞彙與該公告所界定者具有相同涵義。 建議資產管理及募資計劃的情況 誠如先前所披露,本公司一直尋求設立資產管理及募資計劃,以便LK Crypto事 業部可透過總規模為1億美元的該計劃參與管理外部投資者的資金。 該計劃是以市場為導向的資產管理措施,旨在於遵守適用監管規定的前提下, 透過投資於優質加密 ...
比特币深夜跳水,近12万人爆仓
Sou Hu Cai Jing· 2026-02-16 05:37
Group 1 - Bitcoin has dropped over 1%, Ethereum has decreased nearly 6%, and SOL has fallen close to 2% [1] - In the last 24 hours, over 117,000 individuals in the global cryptocurrency market have been liquidated, with a total liquidation amount of $330 million [1] - Analysts from Ned Davis Research predict that Bitcoin's price could fall to $31,000, indicating a potential decline of about 55% from current levels [1] Group 2 - The probability of the Federal Reserve cutting interest rates has surged, with traders now estimating an 83% chance of a rate cut in June, up from 49.9% previously [4] - As of February 16, the probability of a 25 basis point rate cut by March is at 9.8%, down from a previous estimate of 19.6% [4] - Upcoming economic data releases, including the PCE data and fourth-quarter GDP preliminary figures, are highly anticipated by the market [4]
全线跳水,超11万人爆仓!
Mei Ri Jing Ji Xin Wen· 2026-02-16 00:28
加密货币全线跳水! | 商品 | 汇市 | 区块链 | 债券 ETFs | | --- | --- | --- | --- | | 比特币/美元 | | | 68,523.0 | | © 7:16:15 | | | -1302.0 (-1.86%) | | 以太坊/美元 | | | 1,952.00 | | 0 7:16:15 | | | -135.20 (-6.48%) | | EOS/美元 | | | 0.7799 | | © 29/1 | | | 0.0000 (0.00%) | | 艾达币 /美元 | | | 0.2798 | | 0 7:15:35 | | | -0.0150 (-5.10%) | | FIL/美元 | | | 0.95 | | 0 7:16:15 | | | -0.06 (-5.91%) | | XRP/美元 | | | 1.4635 | | © 7:16:15 | | | -0.0470 (-3.11%) | | 比原链/美元 | | | 0.01680 | | © 10/11 | | | -0.00250 (-12.95%) | 截至发稿,比特币跌1.86%。以太坊跌超6%,F ...