凤凰网财经讯 2月9日，美股三大指数集体低开，纳指跌0.34%，道指跌0.25%，标普500指数跌0.24%。 减肥药概念股普涨，诺和诺德涨超5%，礼来涨超2%，因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大 跌22%。存储概念股走弱，美光科技跌超3%。 公司消息 【黄仁勋力挺科技巨头超6000亿美元资本开支：需求旺盛 AI投资创造更多收入】 英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基础设施方面不断增长的资本 支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。包括微软、亚马逊、Meta、甲 骨文公司和Alphabet在内的科技巨头，正计划在2026年总计投入超过6000亿美元的资本支出。黄仁勋强 调，"人类历史上规模最大的基础设施建设"正在展开，其背后动力是对算力的"极度旺盛"的需求，AI公 司和超大规模云服务商正利用这些算力来创造更多收入。 【古尔曼：未来几周苹果将密集推出新产品】 科技记者马克·古尔曼（Mark Gurman）表示，苹果公司未来几周将推出一系列新产品，包括iPhone 17e、新款iPad，以及搭载M5 Pro/Max芯片的MacBook等。 ...

Group 1 - Manus has laid off part of its domestic workforce and moved core technical staff to its Singapore headquarters, with around 120 employees remaining in China [3] - Luckin Coffee's largest shareholder, Dazhong Capital, is among over 30 bidders for Starbucks' China business, indicating a potential shift in ownership while Starbucks aims to retain a 30% stake [4] - Zhipu is preparing for both Hong Kong and A-share IPOs, with a higher probability for the A-share listing following a recent strategic financing round of 1 billion yuan [5] Group 2 - Xiaopeng Motors has surpassed 800,000 cumulative vehicle deliveries, reflecting its growth in the electric vehicle market [5] - LeEco has been executed for over 10 million yuan, highlighting ongoing financial difficulties [8] - Huawei's new car model, Shangjie, is expected to launch this fall with advanced driving capabilities [11] Group 3 - Nvidia's CEO Jensen Huang's net worth has surpassed Warren Buffett's, reaching 144 billion USD, as Nvidia's market capitalization stands at 4.02 trillion USD [13] - Xiaopeng Motors has committed to a 60-day payment cycle for suppliers, marking a significant operational change in the automotive industry [13] - Volkswagen is reportedly planning to close its Nanjing factory by the end of the year, although local management claims operations are normal [13] Group 4 - Intel's CEO admits the company has fallen out of the top ten semiconductor firms and is lagging in AI technology compared to Nvidia [24] - Panasonic has delayed its US battery factory production plans due to slowing sales from Tesla, with a new target date for full production yet to be determined [26] - Amazon AWS is set to launch an AI agent marketplace on July 15, allowing startups to offer AI services directly to customers [26] Group 5 - Shanjisi Semiconductor has completed a multi-hundred million yuan C round financing to enhance R&D and production capacity [27] - Time Drive Technology has secured a multi-hundred million yuan A round financing to develop intelligent suspension control systems [27] - Yingmu Technology has raised over 150 million yuan in B2 round financing to advance its next-generation smart glasses [27]