2月24日凌晨，美股突然跳水。 截至发稿，道指跌1.68%，跌幅超800点；标普500指数跌1.25%，纳指跌1.41%。市场上近4000只个股下 跌，超1000只个股上涨。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯工业 | 纳斯达克指数 | 标普500 | | 48791.42 | 22562.95 | 6823.27 | | -834.55 -1.68% | -323.12 -1.41% | -86.24 -1.25% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 62426.48 | 4018.03 | 7493.90 | | -780.52 -1.23% | +6.95 +0.17% | -55.98 -0.74% | 盘面上，纺织服装、软件服务、金融板块大跌。 | < w | 行业板块 | | | --- | --- | --- | | 名称 | 现价 | 涨跌幅 ▲) | | Wind美国纺织服装II | 2943.48 | -4.85% | | 8882235.WI | | | | Wind美国软件服务 | 7580.51 | -4.14 ...

经济观察网 近7个交易日（2026年2月17日至2月23日），大健云仓（GCT.OQ）股价呈现波动格局，成 交活跃度有所分化。根据内部数据库，截至2月23日收盘，该股报34.78美元，区间累计下跌1.28%，最 高触及36.18美元（2月18日），最低下探34.29美元（2月17日），振幅达5.36%。成交额在2月20日显著 放大至1504万美元，但2月23日缩量至138万美元，显示市场情绪短期波动。所属软件服务板块同期下跌 2.22%，该股表现相对稳健。 财报分析 尽管近期无新财报发布，但2025年第三季度财报显示营收创纪录达3.326亿美元，同比增长9.7%，但净 利润同比下降8.6%，毛利率下滑至23.2%。平台GMV增长稳健，第三方卖家GMV占比提升至52%，活 跃买家数量同比增长33.8%，显示向开放型平台模式转型的进展。公司计划以1800万美元收购New Classic Home Furnishings以强化美国分销网络，此项业务整合效果仍受市场关注。 以上内容基于公开资料整理，不构成投资建议。 ...

Group 1 - The U.S. trade policy outlook remains uncertain, leading to negative market sentiment and a collective decline in major U.S. stock indices [1] - The Nasdaq Composite fell by 0.03%, the Dow Jones Industrial Average decreased by 0.31%, and the S&P 500 index dropped by 0.03% [1] - Technology stocks experienced widespread declines, with Tesla and Oracle both falling over 1% [1] Group 2 - Novo Nordisk's stock plummeted by 15% due to disappointing trial results for its new weight loss drug CagriSema, which underperformed compared to Eli Lilly's Zepbound [1]

专题：聚焦美股2025年第四季度财报 作者：马丁・皮尔斯 通常，英伟达的财报会是本周最受期待的，但这次情况可能不同。市场对 AI 将 "摧毁" 软件行业的担 忧，已导致今年以来软件股暴跌20% 至 30%（网络安全股上周五也遭遇重挫）。毫无疑问，这些恐慌 有些过度。毕竟，成熟企业在现有客户关系上拥有巨大优势，客户很难轻易弃用。正如 Lead Edge Capital 合伙人埃文・斯科彭上周五接受《The Information》TITV 采访时所说："如果你问大企 业：'嘿，你们能用更便宜的替代品替换掉 Workday 吗？'他们根本没兴趣。" 他指出，软件在大企业运 营支出中占比极小，大企业 "绝不会去尝试那些花里胡哨的解决方案"。 此外，老牌软件公司大多已将新的 AI 工具融入自身产品。坦白说，企业全面采用这些工具至少还需要 几年时间，因此当前的季度财报只能让我们管中窥豹，其影响程度也各不相同。 在关注本周即将到来的大事之前，我们先来聊聊一家将 "魔幻思维" 发挥到极致的公司 ——OpenAI。我 们在上周五晚间报道了该公司最新的长期营收与利润预测。报告中最关键的信息是：2025 年，OpenAI 的 A ...

马年春节的喜庆氛围尚未消散，港股IPO市场的热度已持续攀升。2026年开年不足两月，港股资本市场交出了一份亮眼的成绩单，截至2月23日，已有24家 企业成功登陆港交所，且创下了新股首日零破发的佳绩，乐欣户外（02720.HK）、海致科技集团（02706.HK）等个股首日更是实现翻倍上涨，赚钱效应凸 显。 在这轮上市热潮中，内地企业成为中坚力量，欣旺达（300207.SZ）、伊戈尔（002922.SZ）等A股公司纷纷开启港股闯关之旅，为市场注入了充足后劲，也 让港股IPO市场的发展前景更受期待。 开年超140家企业递表，科创成核心主线 市场的火热，直观体现在递表与排队企业的数量上。Wind数据显示，2026年以来，港交所已接获超140宗上市申请（含重复递表），港股IPO迎来新一轮申 报潮。 企业"科技"含量的持续提升，正是推动港股IPO市场活跃的关键力量，也成为港股市场结构转型的核心驱动力。Wind数据显示，2026年以来递表的140余家 企业中，软件服务、生物医药和硬件设备领域的企业数量位居前三，合计达66家，科创企业的集聚效应已然形成。 此外，香港财政司司长陈茂波近日发文指出，"2025年香港IPO市场领先 ...

Market Performance - Despite high core PCE inflation data, large tech stocks supported the market, leading to gains in major US stock indices: Dow Jones up 0.25%, S&P 500 up 1.07%, and Nasdaq up 1.51% [1][9] Upcoming Events - AI giant Nvidia is set to release its significant earnings report on February 25, which is a focal point for global markets this week [10][17] - Apple will hold its annual shareholder meeting on February 24, focusing on new product development, AI technology implementation, and supply chain adjustments [10][18] - The US January PPI data will be released on February 27, providing insights into inflation trends [6][15] Precious Metals - Gold prices surged to approximately $5,140 per ounce, with silver prices increasing by over 2% [10] - As of February 23, gold was reported at $5,155.77 per ounce, up 0.87%, while silver was at $86.625 per ounce, also showing a significant increase [10] Trade Policy - President Trump announced an increase in the global import tariff from 10% to 15%, following a Supreme Court ruling on tariffs [4][13] - The administration plans to introduce new legally permissible tariff measures in the coming months [5][14] Economic Indicators - HSBC forecasts a 0.3% month-over-month increase in January's PPI, with the annual growth rate expected to slow from 3.0% in December to 2.8% [6][15] - The Federal Reserve's recent meeting minutes indicate significant internal disagreement regarding future interest rate paths, with some members suggesting the possibility of rate hikes if inflation remains above target [6][16]

14,000 16,000 18,000 20,000 22,000 24,000 26,000 28,000 30,000 | 26705.94 | 0.52 | 4.20 | | --- | --- | --- | | 9070.32 | 0.42 | 1.76 | | 5367.52 | 0.13 | -2.69 | | 116.21 | -1.03 | -5.87 | | 4082.07 | -1.26 | 2.85 | | 14100.19 | -1.28 | 4.25 | | 4660.41 | -1.25 | 0.66 | | 49395.16 | -0.54 | 2.77 | | 22682.73 | -0.31 | -2.41 | | 6861.89 | -0.28 | 0.24 | | 25043.57 | -0.93 | 2.26 | | 8398.78 | -0.36 | 3.06 | | 10627.04 | -0.55 | 7.00 | 2026年2月20日星期五 ➢ 美重兵集结中东；美国暂搁置重大对台 军售。A股休市。上证指数收跌1.26%报 4082.07点，深证成指跌1.28 ...

Group 1: Market Reactions and Economic Indicators - The U.S. stock market reacted positively to the Supreme Court's ruling, with major indices closing higher; the S&P 500 rose by 0.7%, the Dow Jones increased by 0.5%, and the Nasdaq gained 0.9% on Friday [1] - Oil prices increased by approximately 5.5% last week, driven by concerns over potential disruptions in supply due to U.S. actions against Iran, resulting in a monthly return of about 11% [1] - The upcoming Producer Price Index (PPI) data is anticipated to provide insights into upstream input costs amid persistent inflation above the Federal Reserve's 2% target [2] Group 2: Corporate Earnings and Economic Data - Nvidia's fourth-quarter earnings report is expected to be a key indicator for the AI trading landscape, with results due on Wednesday [2] - Salesforce's earnings on Wednesday will help gauge the software sector's sell-off, which has significantly impacted the industry [3] - Home Depot and Lowe's earnings reports will serve as alternative indicators for the real estate market [3] Group 3: Tariff and Trade Policy Developments - The Supreme Court ruled against a significant portion of Trump's tariff system, stating that the International Emergency Economic Powers Act (IEEPA) does not grant the president broad authority to impose tariffs [4] - Following the ruling, Trump announced a new 10% global tariff, which was later increased to 15%, indicating a shift in trade policy despite the court's decision [6] - The potential for a refund of tariffs, estimated at $175 billion, is now under consideration by the trade court, with companies likely to file for refunds [5] Group 4: Geopolitical Risks and Oil Market Implications - Oil prices have risen by 15% since early 2026, largely due to tensions with Iran, with potential military actions being considered by the U.S. [7] - The Strait of Hormuz, a critical shipping route for approximately 20 million barrels of oil daily, remains a focal point for market concerns regarding geopolitical stability [7] - Analysts suggest that if U.S. military actions against Iran are limited, oil prices may spike temporarily by about $10 per barrel, but could stabilize quickly [7][8]

捷蛙科技股价在近一周（2月14日至20日）呈现显著下跌趋势。截至2月20日收盘，股价为38.07美元， 较2月13日收盘价51.68美元下跌26.34%。期间，2月17日股价下跌7.95%，2月19日反弹5.63%，但2月20 日大幅下挫，成交额达5.48亿美元，换手率11.15%，量比2.78，显示交易活跃且卖压主导。软件服务板 块同期微跌0.38%，个股表现分化。 财报分析 来源：经济观察网 经济观察网 捷蛙科技近一周内主要热点包括董事减持股份和股价出现大幅波动。根据富途资讯报道， 董事Simon Frederic于2月12日售出6.75万股普通股，价值约359.07万美元，该交易于2月18日披露。同 时，股价在2月20日单日下跌24.31%，振幅达28.88%，引发市场关注。 股票近期走势 公司2025年财报（截至2025年12月31日）显示，营收同比增长24.12%至5.32亿美元，但净利润为-7181.9 万美元，净利率-13.50%，市盈率（TTM）为-83.35倍。业绩亏损与高市销率（13.65倍）的错配可能加 剧市场对盈利能力的担忧。根据最新财务数据，公司自由现金流为1.42亿美元，但盈利能力 ...

Group 1 - Phil Spencer, a key figure in Microsoft Gaming for 12 years and with the company for 38 years, has announced his retirement, marking a significant leadership change within the organization [1][3] - Asha Sharma, currently the President of Microsoft CoreAI Products, will take over as CEO of Microsoft Gaming, reporting directly to CEO Satya Nadella [3][4] - Sarah Bond, the Xbox President, will also be leaving Microsoft, indicating a major shift in the Xbox management team [3][6] Group 2 - Spencer expressed gratitude for his journey at Microsoft, highlighting the importance of a thoughtful transition for Xbox's future [3][5] - He emphasized the need for a well-planned strategy to ensure Xbox's stable transformation and to strengthen Microsoft's existing foundation [3][6] - Spencer will continue to serve in an advisory role throughout the summer to facilitate a smooth transition [6]