今晚，全球资产集体上涨！ 记者丨金珊 北京时间2月18日晚，欧洲股市高开高走，泛欧斯托克600指数涨0.93%，创历史新高，英国富时指数涨 1.05%，续刷历史新高；法国CAC指数涨0.55%，德国DAX指数涨0.83%，西班牙IBEX35指数涨近 1.4%，逼近历史新高。 美股方面，美国三大股指期货齐涨，纳指期货涨0.53%，标普500指数期货涨0.41%，道指期货涨 0.26%。 美股部分大型科技股盘前走强，英伟达涨近2%。消息面上，据智通财经报道，Meta加码英伟达，未来 数年部署数百万颗芯片，首次采用Grace CPU。此外，亚马逊涨1.4%，特斯拉涨超0.4%，微软涨近 0.4%。 编辑丨江佩霞 国际金属全线走强，现货黄金涨超1%，报4929美元/盎司，现货白银涨2.6%，报75.4美元/盎司，LME伦 铜涨幅扩大至1%。 消息面上，关于美联储降息的预期又有变化。据证券时报报道，北京时间2月18日凌晨，美国旧金山联 储主席玛丽·戴利表示，达到中性利率之前，美联储大约还有75个基点的降息空间；美联储理事迈克尔· 巴尔表示，前景暗示美联储将在一段时间内维持利率不变；美国芝加哥联储主席古尔斯比则表示，如果 ...

Core Insights - Tencent's Yuanbao has surpassed 50 million daily active users (DAU) and reached 114 million monthly active users (MAU) [1] - The Yuanbao Spring Festival event reported over 3.6 billion lottery draws and users completed over 1 billion AI tasks through the "creation" section [1] - Yuanbao has undergone 159 feature updates within 21 days and announced additional update plans [1] User Engagement - The random distribution of red envelopes during chats in Yuanbao will begin on the fifth day of the Lunar New Year [1] - Users will not experience disconnection while switching between different Yuanbao groups [1] - A live broadcast of the Lantern Festival gala from Hunan TV will be available for users in the group on the fifteenth day of the Lunar New Year [1]

3. 伯克希尔哈撒韦连续第三个季度减持美国银行和苹果，增持纽约时报。 1. 美国三大股指期货齐涨，纳指期货涨0.53%，标普500指数期货涨0.41%，道指期货涨0.26%。 2. 欧股多国股指刷新历史新高，截至发稿，德国DAX指数涨0.83%，英国富时100指数涨0.97%，法国 CAC指数涨0.45%，欧洲斯托克50指数涨0.84%。 4. 段永平试水"AI交易"：Q4卖苹果加仓663.93万股英伟达，建仓CoreWeave、Credo Technology、 Tempus Ai。 5. 英伟达和Meta宣布建立多年战略合作伙伴关系，Meta将部署数百万颗英伟达芯片。 6. 微软计划未来10年向"全球南方"人工智能领域投资500亿美元。 7. 谷歌I/O开发者大会定档5月19至20日，预计将发布Gemini大模型及其他AI产品更新。 8. 谷歌计划在美国和印度之间建设新的光纤线路，以提高网络连接速度和可靠性。 9. 特斯拉避免加州30天销售禁令，自动驾驶功能营销实现合规。 10. 英伟达清仓所持Arm股份，套现约1.4 亿美元。 11. 西部数据拟出售部分闪迪股份，筹资31.7亿美元用于削减债务。 12. ...

科技股分化：清仓Meta，加仓谷歌与Sea 科技股方面，德鲁肯米勒Q4进行了显著的分化操作。 美东时间2月14日周五美股盘后，递交美国证监会（SEC）的13F文件披露，传奇投资人斯坦利·德鲁肯 米勒（Stanley Druckenmiller）旗下的杜肯家族办公室（Duquesne Family Office）在2025年第四季度进行 了大规模调仓。 Q4，德鲁肯米勒"精准"开仓了金融板块ETF（XLF）、标普500等权重ETF（RSP）和巴西ETF，同时清 仓了Meta，并继续加仓Alphabet（谷歌）。 这份持仓报告公布之际，正值德鲁肯米勒的两位"门徒"——斯科特·贝森特（Scott Bessent）和凯文·沃什 （Kevin Warsh）正式进入美国经济决策核心层。贝森特已于今年1月就任美国财政部长，而沃什刚被提 名为美联储主席。 "精准"开仓金融ETF、标普等权重ETF和巴西ETF 文件显示，德鲁肯米勒在四季度新进买入道富金融精选行业SPDR ETF（XLF），建仓规模达549.56万 股，期末持仓市值约3.01亿美元。这一举动使XLF直接成为其组合中的第二大重仓标的，占总资产权重 的6.7%。 与 ...

个人的成长，从来都与故土的变迁同频共振。 儿时的郎官巷，青石板路光滑，青砖黛瓦错落，巷口老槐树遮天蔽日，邻里纳凉闲谈的场景，是最质朴的烟火图景。那时出行靠自行车和公交，街道狭 窄，商铺多是小杂货店与小吃摊，却有着纯粹的生活气息。 "少小离家老大回，乡音无改鬓毛衰。" 唐代诗人贺知章的诗句，穿越千年风雨，依然精准叩击着每一个归乡人的心扉。 2026年腊月廿三，小年刚过，年味渐浓，我告别深圳的霓虹喧嚣，踏上了前往家乡宁波的归途。 宁波，这座枕江靠海的城市，既有"走遍天下，勿如宁波江厦"的昔日繁华，也有"港通天下、书藏古今"的当下风采。它没有一线城市的喧嚣浮躁，却有着 二线城市独有的温润与厚重。 从小到大，我在海曙区的老巷里长大，记忆中的甬城，是南塘河上摇曳的乌篷船，是老外滩斑驳的欧式建筑，是巷口老铺飘来的油赞子香气，更是家族团 聚时餐桌上的红膏呛蟹与宁波汤圆。 如今，时隔一年归来，熟悉的故土既有不变的温情，更有令人惊叹的变迁，每一处细节，都藏着时代发展的印记，每一段见闻，都承载着个人与故土的羁 绊。 01 老巷藏岁月，成长伴乡愁 记忆中，最期待的便是春节。 进入腊月，巷子里就开始弥漫着浓浓的年味，家家户户都在忙着 ...

Core Viewpoint - The article reflects on the significance of returning home during the Chinese New Year, emphasizing the emotional connection to one's roots and the changes in the hometown over time [2][4]. Group 1: Personal Growth and Nostalgia - Personal growth is intertwined with the changes in one's hometown, highlighting the transformation of familiar places and the nostalgia associated with them [6][10]. - The anticipation of the Spring Festival is a central theme, with descriptions of traditional preparations and family gatherings that evoke a sense of warmth and belonging [7][8]. - The author notes the contrast between the past and present, where familiar streets have modernized while retaining their essence, showcasing the blend of tradition and contemporary life [11][12]. Group 2: Economic and Urban Development - Ningbo's recent development is marked by an optimization and upgrading of its industrial structure, with a projected GDP of 18,716 billion yuan in 2025, reflecting a growth rate of 4.9% [20]. - The city has transitioned from a manufacturing and port trade focus to a more diversified economy, with examples of local businesses adapting to new market demands, such as cross-border e-commerce and high-end battery manufacturing [22]. - Urban transformation is evident in the revitalization of old streets and the emergence of modern districts, blending historical charm with contemporary vibrancy [23]. Group 3: Cultural Significance and Family Values - The essence of returning home is encapsulated in family reunions during the New Year, where traditional dishes symbolize cultural heritage and familial bonds [26][31]. - The values of the "Ningbo Gang," emphasizing integrity and patriotism, are highlighted as integral to the community's identity and are passed down through generations [28]. - The article concludes with a hopeful message about the future of Ningbo, encouraging a continued connection to cultural roots amidst ongoing change [32][33].

Group 1: Gold Market Analysis - On February 16, the international gold price fell below the psychological level of $5000 per ounce, closing around $4976 per ounce with a daily decline exceeding 1% [2] - The decline in gold prices is attributed to two main factors: the absence of significant buying power from Chinese investors during the Spring Festival holiday and a strengthening U.S. dollar, which remained above the 97 mark [2] - Despite the drop, geopolitical risks related to Ukraine and the Middle East still exist, and the technical support level for gold is now at $4900, which is critical for bulls [4] Group 2: Hong Kong Stock Market Performance - The Hong Kong stock market showed a strong performance on the last trading day before the Lunar New Year, with the Hang Seng Index rising by 0.52% and the Tech Index increasing by 0.13%, marking a cumulative increase of over 32% for the year [4][6] - Technology stocks, particularly Tencent, led the gains, with Tencent's stock price surging nearly 8% after the announcement of integrating DeepSeek into WeChat, resulting in a market capitalization increase of approximately 320 billion HKD [6] - Other tech companies like Baidu and NetEase also made significant moves, with NetEase reporting a net profit of 33.8 billion yuan for 2025 and holding a cash reserve of 163.5 billion yuan [7] Group 3: Semiconductor Sector Growth - The semiconductor sector experienced a significant rally, with stocks like Langqi Technology and Zhaoyi Innovation seeing gains of over 14% and 9% respectively, driven by the excitement around DeepSeek's integration [9] - The underlying logic for this surge is the revaluation of Chinese tech assets, with AI technologies accelerating across various fields [9] Group 4: Gold Stocks Performance - Despite the drop in gold prices, gold-related stocks in the A-share market showed resilience, with companies like China Gold and Hunan Gold experiencing strong performance [10] - The market's long-term bullish sentiment on gold remains intact due to expectations of Federal Reserve rate cuts and central bank purchases, suggesting that as long as gold prices stabilize, the narrative for gold stocks can continue [10] Group 5: Future Market Outlook - Analysts suggest that the revaluation of technology stocks is just beginning, with a focus on semiconductors in the short term and resource products in the medium term [10] - The gold market faces a critical test at the $4900 level, with potential further declines if it fails to hold, but long-term bullish sentiment is supported by global central bank easing expectations [10]

据路透社报道，故障追踪网站DownDetector的数据显示，当地时间2月17日，在美国超过24万用户报告 称，无法访问视频网站YouTube。 来源：中国新闻网 报道称，据Downdetector统计，截至美国东部时间晚上7点59分左右，已有240707起用户报告社交媒体 平台故障。Downdetector通过汇总来自多个来源的状态报告来追踪网络中断情况。 ...

Core Insights - The article highlights the investment activities of Duan Yongping in Q4, focusing on significant increases in holdings of Nvidia and Berkshire Hathaway, while also noting a reduction in Apple shares [1][6]. Investment Activities - Duan Yongping increased his stake in Nvidia by 6.6393 million shares, marking a 1110.62% increase, bringing total holdings to 7.2371 million shares with a market value of $1.35 billion, making it the third-largest position in his portfolio at 7.72% [3]. - He also initiated positions in three new companies: CoreWeave, Credo Technology, and Tempus AI, which collectively account for approximately 0.28% of his portfolio [3][4][5]. - CoreWeave, which focuses on GPU rental for AI companies, was acquired with 299,900 shares, reflecting a strategic bet on the AI industry's demand for computational power [3]. - Credo Technology, providing high-speed interconnect chips, was added with 141,300 shares, indicating a focus on data center upgrades linked to AI server iterations [4]. - Tempus AI, which applies AI in precision medicine, was acquired with 110,000 shares, representing an investment in the vertical application of AI in healthcare [5]. Adjustments in Existing Holdings - Apple remains the largest holding with a market value of $8.797 billion, constituting 50.3% of the portfolio, but Duan Yongping reduced his stake by 2.4706 million shares, a decrease of 7.09% [7]. - Berkshire Hathaway saw a significant increase in holdings, with an addition of nearly 198,500 shares, a 38.24% increase, making it the second-largest position at 20.63% [7]. - Other adjustments included increased stakes in Google and Pinduoduo, while a substantial reduction of 87.63% was made in ASML, indicating a shift in outlook on various tech giants' growth potential [8].

数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持 了五只股票，减持幅度最大的是苹果。 | | | | % of | | Reported | % difference | | % (shares) | % change to | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | History | Ticker = Stock = | | Portfolio = | Shares* = | Price® @ | Current Price @ | Value @ | Activity = | Portfolio = | | P | BABA | ALIBABA GROUP HOLDING-SP ... | 2.15% | 2.560.500 | $146.58 | | $375,318,090 | -7.81% (-216.830) | -0.18% | | 1 | GOOG | ALPHABET INC-CL C | 3.33% | 1,855,400 | ...