Core Viewpoint - The People's Bank of China (PBOC) is set to conduct a reverse repurchase operation of 1 trillion yuan to maintain liquidity in the banking system, with a term of 6 months [2][4]. Group 1 - The operation will be carried out on February 13, 2026, using a fixed quantity and interest rate bidding method with multiple price levels [2][4]. - The total amount for the reverse repurchase operation is 1 trillion yuan (10,000 billion yuan) [2][4]. - The term for this operation is specified as 182 days [2][4].

美股突然遭遇猛烈抛售。 在AI冲击波的影响下，美股金融板块集体大跌，摩根士丹利一度大跌超6%，最终收跌4.88%；花旗集团大跌超5%，高盛大跌 超4%，富国银行大跌超3%，摩根大通、美国银行大跌超2%。 AI颠覆担忧还蔓延至房地产行业，市场认为更高的失业率将打击办公空间需求，世邦魏理仕(CBRE)一度暴跌超15%，最终收 跌8.84%；SL Green Realty大跌近5%。 卡车运输和相关物流股亦遭遇重挫，美股罗素3000卡车运输指数一度大跌7%。物流公司C.H. Robinson盘中一度暴跌超20%、 华盛顿康捷国际物流、Landstar System均一度暴跌近20%。因市场担心AI将优化货运运营，从而压缩部分收入来源。 隔夜美股市场，三大指数全线大跌，道指一度大跌超700点，纳指大跌超2%，大型科技股集体重挫，VIX恐慌指数大幅飙涨超 18%。有分析指出，市场对AI（人工智能）颠覆性冲击波的担忧情绪持续发酵， 金融、房地产、卡车运输和相关物流股全线 暴跌。 与此同时，黄金、白银价格也大幅跳水，现货黄金一度大跌超4%，现货白银一度暴跌超11%。有业内人士表示，此次大跌更 像是一次风险撤离（risk-o ...

近期华美银行股价出现调整，截至2026年2月12日收盘价为115.16美元，单日下跌3.31%，近5日累计跌 幅为2.81%；区间最高价为123.82美元（2月9日），最低价为114.47美元（2月12日），振幅达7.63%。 成交金额方面，2月10日成交额显著放大至1.25亿美元，显示市场交投活跃。银行板块同期整体下跌 1.66%，美股大盘指数亦呈下行趋势。 经济观察网 华美银行2025年第三季度财报显示业绩表现强劲，净利润达3.7亿美元，稀释每股收益为 2.65美元，均创历史新高；总资产增长至797亿美元，贷款总额攀升至558亿美元，存款总额达666亿美 元。公司资本水平稳健，普通股平均股本回报率为17.4%，并于2025年11月派发第四季度股息（每股 0.60美元）。这些指标反映了公司当前经营状况良好。 机构观点 高盛在2026年1月的报告中指出，美国银行股板块2026年展望"建设性向好"，净利息收入有望从2024年 中期触底后持续修复至2027年，投行业务和财富管理业务可能保持韧性。摩根大通同样预测，2026年银 行股焦点将集中于工商企业贷款增长、人工智能应用及潜在监管变革。机构评级显示，2026年2 ...

每经AI快讯，2月13日，西太平洋银行公布2026财年第一季度业绩后，股价一度上涨2.8%，升至创纪录 的每股42.130澳元。 ...

●2月13日热门中概股多数下跌 携程跌6.01%，腾讯音乐跌10.57% 来源：芝麻AI 一、市场: ●2月13日收盘：美股收跌纳指下跌2% AI发展令多个行业承压 北京时间2月13日凌晨，美股周四收跌，科技股领跌，纳指跌超2%，标普指数连跌三日。思科、苹果等 科技股跌幅明显，分别因业绩指引不佳和面临监管声讨。投资者担忧人工智能发展冲击多行业，颠覆商 业模式、推高失业率，导致金融、运输、软件、房地产等板块股价承压。白银抛售加剧避险情绪，投资 者转向防御性板块。此前交易日股市早盘涨后收跌，交易员正为周五通胀报告做准备，有策略师认为就 业数据使CPI重要性降低，不同数据表现将给市场带来不同影响。 [1] ●2月13日美股成交额前20：思科重挫12.3%，内存价格持续飙升令其业绩承压 周四美股成交额前20的股票表现各异。英伟达收跌1.64%，OpenAI推出搭载其对手芯片的AI模型；特斯 拉收跌2.62%，瑞典超充站因工会冲突继续停运；苹果收跌5%，新版Siri升级遇阻且新闻平台被指审查 保守派媒体；闪迪收高5.16%，存储概念股延续涨势；Palantir收跌4.83%，"大空头"伯里警告其股价将 跌近60%；Ap ...

周四(2月12日)，美国三大股指全线收跌，道指跌1.34%，标普500指数跌1.57%，纳指跌2.03%。 科技股集体下跌，思科领跌，股价重挫超13%，最新财报显示，内存价格持续飙升令思科业绩承压，季度毛利率低于预期。此外，苹果跌5%，脸书跌近 3%，特斯拉、亚马逊跌超2%，英伟达跌逾1%。 CME"美联储观察"最新数据显示，美联储到3月降息25个基点的概率为7.8%，维持利率不变的概率为92.2%。美联储到4月累计降息25个基点的概率 25.3%，维持利率不变的概率为73.1%，累计降息50个基点的概率为1.6%。到6月累计降息25个基点的概率为49.9%。 据央视新闻报道，当地时间2月12日，美国总统特朗普表示，美国"必须"与伊朗达成协议，否则局势将"非常严重"。此外，特朗普称以色列总理内塔尼亚 胡"没有说过"要求停止谈判，双方也"没有讨论过"这一问题。他强调，"我愿意和他们(伊朗)谈多久就谈多久"，如果无法达成协议，"将进入第二阶段"， 而第二阶段"对他们来说会非常艰难"。特朗普称，如果伊朗不达成协议，"将会是另一种局面"，并警告未来一个月内局势可能迅速发展。特朗普表示，与 以色列总理内塔尼亚胡的会谈" ...

Market Overview - The US stock market experienced a significant decline, with the Dow Jones falling by 1.34%, the S&P 500 down by 1.57%, and the Nasdaq dropping by 2.03% [1][2]. Technology Sector - Major technology stocks saw a collective downturn, with Cisco leading the decline, plummeting over 13% due to rising memory prices impacting its performance, resulting in a quarterly gross margin below expectations. Other notable declines included Apple down 5%, Facebook nearly 3%, and Tesla and Amazon both down over 2% [2]. Semiconductor Industry - The semiconductor sector faced widespread losses, with the Philadelphia Semiconductor Index decreasing by 2.5%. Key players like Micron Technology fell nearly 4%, while Intel, AMD, and Broadcom dropped over 3% [2]. Banking Sector - Bank stocks also fell sharply, with JPMorgan Chase down over 2%, Goldman Sachs declining by more than 4%, Citigroup down over 5%, and Morgan Stanley nearly 5% [2]. Energy Sector - Energy stocks collectively declined, with ExxonMobil down nearly 3%, Chevron down nearly 2%, and Occidental Petroleum dropping over 3% [2]. Chinese Stocks - Chinese stocks listed in the US saw a general decline, with the Nasdaq Golden Dragon China Index down 3%. Individual stocks like Tencent Music and Huya fell over 10%, while Beike dropped nearly 6% [3]. Precious Metals - Precious metals experienced a significant drop, with spot gold falling below $5000, closing at $4920.97 per ounce, and spot silver declining over 10% to $75.3 per ounce [3]. Oil Prices - International oil prices also fell, with WTI crude oil futures down 2.77% to $62.84 per barrel, and Brent crude oil futures down 2.71% to $67.52 per barrel [5]. Cryptocurrency Market - The cryptocurrency market saw major declines, with Bitcoin dropping nearly 3% to $65,820.2, and over 110,000 traders liquidated positions in the past 24 hours [6]. Federal Reserve Outlook - According to the latest data, the probability of a 25 basis point rate cut by the Federal Reserve by March is 7.8%, while the probability of maintaining the current rate is 92.2%. By June, the probability of a cumulative 25 basis point cut rises to 49.9% [6].

由于针对人工智能的新一轮看跌情绪席卷华尔街，重创美国科技股及贵金属，并促使投资者转向美债寻 求避险，预计亚洲股市周五开盘走低。新加坡Vantage Point资产管理公司首席投资官Nick Ferres表 示："软件股现在的表现就像2008年的银行股。亚洲市场今年以来表现良好，但我担心其与全球市场的 相关性以及随之而来的战术性平仓。"周五晚些时候，美国将公布1月份通胀数据。市场中值预测核心消 费者价格指数同比将增长2.5%。目前交易员仍认为美联储在3月会议上降息的可能性极小，而7月降息 已完全计入定价。大宗商品方面，由于风险规避情绪弥漫全球市场，加之投资者正在消化继续影响供应 前景的美伊紧张局势新进展，油价出现下滑。 来源：滚动播报 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 基金管理人：招商基金管理有限公司 基金托管人：苏州银行股份有限公司 登记机构：招商基金管理有限公司 重要提示 1、招商恒生港股通汽车主题指数型发起式证券投资基金（以下简称"本基金"）的发售已获中国证监会 证监许可【2026】63号文准予注册。 2、本基金类型为契约型开放式。 3、本基金的管理人为招商基金管理有限公司（以下简称"招商基金"或"本公司"），托管人为苏州银行 股份有限公司，登记机构为招商基金管理有限公司。 4、本基金自2026年2月26日至2026年2月26日（具体办理业务时间见各销售机构的相关业务公告或拨打 客户服务电话咨询）通过销售机构公开发售。基金管理人根据认购的情况可适当调整募集时间，并及时 公告，但最长不超过法定募集期限。 5、本基金的募集对象为符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格 境外投资者、发起资金提供方以及法律法规或中国证监会允许购买证券投资基金的其他投资人。 6、本基金的销售机构包括直销机构和非直销销售机构。本基金C类基金份额暂不在基金管理人直销渠 道发售。 7、投资者欲购买本基金，需开立登记机构提供 ...

Core Viewpoint - The article discusses the initiatives taken by China Construction Bank (CCB) Sichuan Branch to stimulate consumer spending during the 2026 Spring Festival, aligning with the government's "2026 'Buy New Year'" special activity plan aimed at boosting holiday consumption and enriching cultural life [2][9]. Group 1: Consumer Loan Initiatives - CCB Sichuan Branch is implementing a "Home Life" event, offering personal consumption loans with financial subsidies, allowing customers to enjoy lower interest rates, such as a reduction from 3% to 2% for eligible borrowers [3][4]. - The bank has developed an automated recognition system for online processing of consumption recognition and subsidy deductions, enhancing customer experience and operational efficiency [3]. Group 2: Home Decoration and Appliance Promotions - During the Spring Festival, CCB Sichuan Branch launched a "Home Decoration Festival," providing discounts for home decoration services and special benefits for customers purchasing home appliances [4]. - Customers can receive a discount of 500 yuan for home decoration services when spending over 5000 yuan, along with additional rewards for those using the "Jianxin Fudai" loan [4]. Group 3: Automotive Financing for New Energy Vehicles - CCB Sichuan Branch is promoting the purchase of new energy vehicles through car exhibitions and financing options, offering flexible installment plans and zero-interest loans for certain models [5][6]. - The bank has organized over 20 car exhibition events in various commercial complexes, facilitating direct consumer engagement and providing comprehensive services including financing and insurance [6]. Group 4: Cultural and Tourism Consumption - CCB is participating in the "Follow the Movie to Taste Delicious Food" campaign, offering promotional activities such as buy-one-get-one-free movie ticket deals with their credit card [7][8]. - The bank is also running the "New Year Travel Luck" campaign, providing discounts and incentives for dining and tourism through partnerships with local merchants and platforms [8]. Group 5: Overall Strategy and Future Plans - CCB Sichuan Branch aims to leverage key consumption periods to create diverse consumption scenarios, linking government and enterprise resources to enhance financial services in the holiday economy [9].