炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【导读】科技股美股市场上涨，闪迪股价遭"空袭"大跌 中国基金报记者 储是 隔夜美股市场，利好来袭，科技巨头集体上涨。 美股三大指数收涨 美东时间2月24日（周二），美股三大指数小幅高开后集体收涨。 截至收盘，标普500指数涨0.77%，报6890.07点；纳斯达克综合指数涨1.04%，报22863.68点；道琼斯工 业平均指数涨0.76%，报49174.5点。 当地时间2月24日，美国总统特朗普将在美国国会发表年度国情咨文，特朗普关于中东地缘政治和关税 问题的表态受到市场关注。 另外，英伟达将于本周三盘后发布财报，该数据受到市场关注。 科技主题领涨市场 美股科技"七巨头"普涨，特斯拉、苹果涨超2%，亚马逊、微软涨超1%。利好消息催化AMD盘中大涨， 半导体板块表现亮眼。 据路透社报道，最新预测显示，微软、谷歌、亚马逊、Meta等四家科技巨头2026年计划在AI领域的投 资总额将突破6500亿美元（约合45000亿元人民币）。相关资金将投向新建数据中心，以及包括AI芯 片、网络线缆、备用发电机等在内的一系列设备。 公司消息方面，Meta与 ...

热点聚焦 按市值排名，明日即将发布财报的英伟达涨0.68%、苹果涨2.24%、谷歌-A跌0.19%、微软涨1.18%、亚马逊涨1.6%、台积电涨4.25%、Meta涨0.32%、博通跌 1.47%、特斯拉涨2.39%、伯克希尔哈撒韦-A涨0.14%、沃尔玛涨0.75%。 中概股多数走强，纳斯达克中国金龙指数收涨1.37%。 截至收盘，阿里巴巴涨0.22%、拼多多涨1.06%、网易涨0.73%、京东涨1.07%、百度跌0.23%、携程涨1.59%、理想汽车涨1.3%、富途控股跌1.89%、哔哩哔 哩跌0.5%、蔚来涨0.19%、世纪互联涨6.68%、万国数据涨6.72%。 1.小米集团董事长兼CEO雷军表示，小米计划未来五年重点攻坚芯片、AI、操作系统等底层核心技术，向着成为全球硬核科技公司的目标不断努力。 2.据报道，Meta与AMD达成AI设备采购协议，将部署6吉瓦AMD GPU。AMD同意向Meta公司出售价值高达600亿美元的AI芯片。此外，AMD将向Meta Platforms发行基于业绩的认股权证，可认购最多1.6亿股AMD普通股。 3.做空机构香橼资本周二发帖称，已经对存储牛股闪迪建立空头头寸。受 ...

Core Viewpoint - Apple is planning to launch its first touchscreen MacBook, marking a significant shift from the company's long-standing position against touchscreen technology on Macs, a stance originally held by co-founder Steve Jobs [2][7]. Group 1: Product Features and Design - The new MacBook Pro, expected to be released between late 2026 and early 2027, will feature a touchscreen display and will be equipped with M6 series chips, alongside a thinner design [2]. - This will be the first application of OLED technology in a Mac, aligning the display with current iPhone and iPad Pro standards [5]. - The touchscreen MacBook Pro will retain a full touchpad and keyboard, allowing users to choose whether to use the touchscreen, similar to designs from competitors like Dell and Acer [6]. - The new design will eliminate the "notch" at the top of the screen for the camera, opting for a "punch-hole" design, akin to the iPhone's Dynamic Island [6]. - Enhanced hardware will be developed to prevent screen movement during touch, addressing common issues found in existing touchscreen PCs [6]. Group 2: Historical Context and Market Position - Apple has historically resisted the idea of touchscreen Macs, believing that the user experience was poor and ergonomically unsuitable, suggesting users opt for iPads instead [7]. - The company previously attempted to integrate a touchscreen feature with the Touch Bar in 2016, which ultimately failed to gain market acceptance and has since been removed from products [7]. - Apple is also developing several new Mac devices, including updated MacBook Air models and external Mac displays, while exploring a shift from Touch ID to Face ID for user authentication, although this technology may take years to implement [11].