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巴美列捷福持仓

3,294.43

+47.761.47%

涨家数：54

跌家数：39

平家数：- -

市盈率：- -

高：3,305.74

开：3,245.02

低：3,228.83

收：3,246.67

成交量：8.81亿

成交额：1,392.61亿

市值：21.54万亿

流通市值：19.71万亿

数据加载中...

总览新闻资讯

超级周驾到：特朗普关税动荡+伊朗局势齐升温，重磅经济数据与英伟达财报搅动市场

瑞银——美国半导体及半导体设备行业——2025年三季度H1B签证申请持平，英伟达仍是首选雇主（附下载）

外资精华观点

英伟达和博通的cpo差异

小熊跑的快

智通决策参考︱热点围绕机器人及大模型发酵本周留意英伟达(NVDA.US)财报

从寒武纪，到东方财富，再到英伟达，有多少股民能“耐寂寞”、“扛阴跌”？

台积电南科2nm扩厂，将于2028年完工

谷歌逆袭硅谷洗牌

5大分析师AI动向：Nvidia股票"可能在2026年下半年跑赢大盘"

特斯拉Cybercab来了，但谁敢买？

汽车产业前线观察

分析：英伟达下周公布的财报即使亮眼，可能也无法提振股价

RTX 5090 Ti要来了？功耗超700W性能提升10%

中关村在线

特斯拉旧将或重写百年电网！中国变压器站在十字路口？

AlphaFold之后，谷歌悄悄造一个更厉害的AI模型，但这次不公开了

谷歌与Ormat、NV Energy签署15年地热购电协议

《镖人：风起大漠》成为中国影史武侠片票房冠军

谷歌达成 150MW 地热能协议，为内华达州数据中心提供清洁电力

公司点评|Microsoft FY26Q2：Azure持续高增，OpenAI重估大幅增厚利润【华安全球科技】

特斯拉FSD即将支持语音指令控制！

格林尼治标准时间上午 10:00 时/美国东部时间上午 6:00 时的路透新闻节目表

特朗普过去24小时都忙了什么？

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07:17","pubTimestamp":1771802242,"startTime":"0","endTime":"0","summary":"缺少了A股指引，春节期间港股指数乏善可陈继续震荡，热点主要围绕春晚爆火的机器人及大模型方向发酵。宣布终止一系列关税措施。注意英伟达将于2月25日盘后发布财报，其业绩与指引不仅关乎自身股价，更将直接影响整个AI产业链的投资情绪。2026年春节期间，VLCC运价高位大涨。激光雷达头部企业已达成和宇树科技、银河通用、智元等头部机器人企业的合作。年报逐步公布期，美国关税政策不稳定，恒生指数本周看跌。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406196.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BZ1G4Q59.USD","SG9999014880.SGD","LU2860962120.EUR","LU0642271901.SGD","LU0061474705.USD","LU0289960550.SGD","LU1988902786.USD","LU2108987350.USD","LU1992135472.HKD","LU1496350171.SGD","LU2125909759.SGD","IE00BJJMRY28.SGD","LU0056508442.USD","LU2750360997.AUD","LU0965509010.AUD","LU1868837136.USD","LU0211328371.USD","LU0342679015.USD","LU0882574139.USD","LU0719512351.SGD","BK4608","LU0708995401.HKD","LU2272731865.HKD","NVDQ","LU0234572021.USD","LU0061475181.USD","LU2242649171.HKD","IE00BK4W5M84.HKD","LU0348723411.USD","LU2089284900.SGD","LU0210533765.USD","LU0251132253.USD","LU1261432733.SGD","LU1037948541.HKD","BK1216","LU1778281490.HKD","LU1839511570.USD","IE00B1XK9C88.USD","LU1642822529.SGD","SGXZ51526630.SGD","BK4503","LU0210536198.USD","IE00BJTD4N35.SGD","IE00B4YYXB79.USD","HK0000320264.USD","LU0868494617.USD","LU1366333091.USD","LU0823421416.USD","LU1066051498.USD","LU0069063385.USD","LU0444973449.USD","LU1623119135.USD","IE0003U64NQ7.SGD","LU1116320737.USD","LU2506951792.HKD","BK4534","LU0965509101.SGD","LU2247934214.USD","LU0096362180.USD","LU1934455277.USD","LU1242518931.SGD","LU0353189763.USD","LU0265550946.USD","LU0964807845.USD","BK4605","LU2592432038.USD","LU1280957306.USD","LU2191332357.HKD","LU0640476718.USD","LU2413666699.HKD","LU0957791311.USD","IE00BFSS7M15.SGD","LU1868836914.USD","LU1323610961.USD","SG9999014567.USD","LU2237438978.USD","LU1815333072.USD","LU2505996509.AUD","BK4551","IE0004091025.USD","LU0029864427.USD","NVD2.UK","IE0034235295.USD","IE00B19Z8X17.USD","LU0057025933.USD","LU2092627202.USD","LU1989772840.SGD","LU2092937148.SGD","LU2077746001.SGD","LU1116320901.HKD","LU2065171402.SGD","LU1551013425.SGD","BK4587","LU1244550221.USD","LU2458330169.SGD","LU1232071149.USD","LU0820561818.USD","LU0476273544.USD","LU2028103732.USD","SG9999018865.SGD","IE0004445239.USD","LU0724617625.USD","LU2462157665.USD","SG9999014898.SGD","LU0094547139.USD","LU0823434583.USD","BK4579","LU0957808578.USD","SG9999015952.SGD","IE0005OL40V9.USD","LU1691799644.USD","LU2756315664.SGD","LU0672654240.SGD","IE00B3S45H60.SGD","LU1435385759.SGD","LU2403377893.USD","IE00BFSS8Q28.SGD","LU0310799852.SGD","LU1935043023.USD","LU0345769128.USD","IE00BK4W5L77.USD","LU0354030438.USD","LU2417539215.USD","LU0106261372.USD","SG9999002232.USD","LU2087625088.SGD","SG9999015358.SGD","LU0109392836.USD","LU2265009873.SGD","LU1066051225.USD","IE0001KFT4U8.USD","NVDG","LU1069344957.HKD","IE00B775SV38.USD","LU0345768153.USD","LU0861579265.USD","LU2505996681.GBP","LU1242518857.USD","IE00BDCRKT87.USD","LU1429558221.USD","BK4592","LU2125909593.SGD","LU2456880835.USD","LU2264538146.SGD","LU1037948897.HKD","LU0154236417.USD","LU0689472784.USD","LU1064131342.USD","LU1983260115.SGD","LU1035775433.USD","LU0323591593.USD","SGXZ31699556.SGD","LU0820562030.AUD","LU0096364046.USD","SG9999017495.SGD","LU2543165471.USD","SG9999001424.SGD","LU0689626769.HKD","LU2430703251.USD","IE00BJTD4V19.USD","LU2168563687.JPY","IE00BKDWB100.SGD","SG9999000418.SGD","SG9999014542.SGD","ANV","LU0225283273.USD","LU0943347566.SGD","LU2089283258.USD","LU2746668974.SGD","LU1084165304.USD","LU1720051017.SGD","LU0289739343.SGD","LU1791710582.SGD","IE00BQXX3D17.EUR","LU1633808545.USD","LU0965509283.SGD","LU2125154778.USD","IE00BQXX3C00.GBP","LU1868836757.USD","LU0203202063.USD","LU2491050154.USD","LU1718418525.SGD","GB00BDT5M118.USD","LU0256863902.USD","LU0274383776.USD","LU2430703095.HKD","LU0079474960.USD","SG9999004303.SGD","LU2491050071.SGD","LU0823434740.USD","LU1803068979.SGD","IE00B7KXQ091.USD","SNVD.UK","IE00B5949003.HKD","LU1935043536.SGD","HK0000914660.USD","BK4550","LU0965508806.USD","LU1951200564.SGD","LU0889565833.HKD","SG9999014906.USD","IE00BYXW3230.USD","LU1145028129.USD","LU2065171311.SGD","LU0053666078.USD","LU2756315318.SGD","LU0942090050.USD","LU2168564149.EUR","IE0034235303.USD","NVDB","BK4141","IE00BJJMRX11.SGD","SG9999018857.SGD","LU2250418816.HKD","BK4549","LU0276348264.USD","BK4543","LU1861215975.USD","LU1923623000.USD","BK4529","LU2433249047.HKD","LU2023250330.USD","LU1267930730.SGD","IE000KEQY171.SGD","LU1868837300.USD","LU2065170008.USD","LU0823421333.USD","LU0820561909.HKD","LU0198837287.USD","LU1699723380.USD","LU2452424414.USD","LU2471134952.CNY","IE00BQXX3F31.USD","LU0979878070.USD",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硅谷洗牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2613769273","media":"北京商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613769273?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 00:04","pubTimestamp":1771776259,"startTime":"0","endTime":"0","summary":"谷歌逆袭 硅谷洗牌北京商报记者 赵天舒谷歌Gemini 3系列模型的横空出世，正在硅谷掀起一场AI权力的重新分配。谷歌TPU抢风头谷歌来势凶猛，英伟达坐不住了。谷歌上周发布最新大语言模型Gemini 3后，多位业内人士称其在多方面已“超越”了OpenAI的GPT模型，且该模型使用TPU进行训练，而非英伟达GPU芯片。调整策略与此同时，谷歌上周推出的Gemini 3在科技圈引发了近乎“一边倒的正面评价”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223000420a7136fa5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:02","pubTimestamp":1771776146,"startTime":"0","endTime":"0","summary":"花旗称应在下半年表现强劲前买入Nvidia股票花旗敦促投资者在Nvidia 股价预期将在2026年下半年跑赢大盘之前增持该股,理由是强劲的产品势头以及2027年需求能见度的改善。Malik预计B300和Rubin平台的持续推进将推动2026年下半年销售环比加速增长34%,而上半年为27%。花旗维持买入评级和$270的目标价,总结称该股\"看起来很有吸引力,随着需求能见度延伸至2027年,该股可能在2026年下半年跑赢大盘\"。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223000936a71372cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:17","pubTimestamp":1771769876,"startTime":"0","endTime":"0","summary":"但在AI算力爆炸和全面电气化的今天，硅谷或将重写百年电网。频率的提升，让变压器体积呈指数级缩小。过去两年，中国变压器行业经历了一轮波澜壮阔的出海潮。中国变压器行业并非没有机会，关键在于能否跳出舒适区，进行一场深刻的自我革命。中国的半导体产业链正在快速崛起，这为固态变压器的核心部件国产化提供了可能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022222275897a6abf9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:03","pubTimestamp":1771765380,"startTime":"0","endTime":"0","summary":"最近，谷歌悄悄推出了被 Nature 评论文章称为“AlphaFold 4”的新 AI，然而这一次却选择了不公开代码。此次打造的“AlphaFold 4”是一个名为 IsoDDE 的新 AI，不同的是 AlphaFold 的代码是公开的谁都能下载，而 IsoDDE 是保密的只能谷歌自己享用。这要先从 AlphaFold 3 说起，AlphaFold 3 已经能够预测蛋白质和小分子的结合方式，这对于找到新药非常重要。两年前 AlphaFold 3 发布的时候，也是只给了论文没有给代码，被骂了一通之后才开放。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222224240a7134ac2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Energy签署15年地热购电协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2613220434","media":"DoNews","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613220434?lang=zh_cn&edition=fundamental","pubTime":"2026-02-22 20:55","pubTimestamp":1771764903,"startTime":"0","endTime":"0","summary":"2026年2月17日，谷歌、NV Energy及Ormat在美国签署长期地热能购电协议。协议约定，Ormat将通过NV Energy向谷歌位于美国内华达州的数据中心供应最高150MW地热电力，期限超15年。项目预计2026年下半年获当地审批，电力容量将于2028至2030年间随地热电站建设分阶段投运。该合作采用清洁转型电价机制，确保成本可控、电网可靠且不增加其他用户负担。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222205634a4bc29f3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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FY26Q2：Azure持续高增，OpenAI重估大幅增厚利润【华安全球科技】","url":"https://stock-news.laohu8.com/highlight/detail?id=2613220462","media":"摩尔盛宴","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613220462?lang=zh_cn&edition=fundamental","pubTime":"2026-02-22 20:49","pubTimestamp":1771764587,"startTime":"0","endTime":"0","summary":"重要提示本文内容节选自华安证券研究所已发布报告：《Microsoft FY26Q2：Azure持续高增，OpenAI重估大幅增厚利润》，具体分析内容请详见报告。若因对报告的摘编等产生歧义，应以报告发布当日的完整内容为准。免责声明华安证券股份有限公司经中国证券监督管理委员会批准，已具备证券投资咨询业务资格。本公司并保留追究其法律责任的权利。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022220514695419ed4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:39","pubTimestamp":1771756740,"startTime":"0","endTime":"0","summary":"　　特朗普过去24小时都忙了什么？　　2． 赞扬支持他的三位大法官——特朗普在当天发布的第一条社媒动态里，赞扬了最高法院支持他关税政策的三位法官。特朗普在其社交媒体帖子中没有具体说明流媒体巨头奈飞可能面临何种后果。　　7． 对伊朗还不屈服感到好奇——美国总统特使威特科夫表示，特朗普很好奇伊朗为什么还没有屈服？","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-02-22/doc-inhnsuhh0848571.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1127390331.HKD","LU0234570918.USD","IE00BQXX3F31.USD","LU2361044865.SGD","LU1069344957.HKD","LU2896262040.SGD","SGXZ23171101.USD","LU0882574139.USD","LU2237957902.USD","LU2543165471.USD","BK4507","LU0256863811.USD","NFLW","LU0353189680.USD","LU0077335932.USD","BK4524","IE00B19Z8X17.USD","BK4108","LU1232071149.USD","LU2108987350.USD","LU0097036916.USD","LU2264538146.SGD","LU0203202063.USD","LU0225283273.USD","NFXS","NFLP","SG9999004303.SGD","LU0353189763.USD","LU0256863902.USD","LU0672654240.SGD","NFLY","LU2860962120.EUR","LU0417517546.SGD","LU2237957811.SGD","NFLU","NFXL","LU2552382132.HKD","LU0320765059.SGD","SGXZ81514606.USD","LU2362541273.HKD","IE00B19Z8W00.USD","IE00BQXX3D17.EUR","LU1366192091.USD","LU0109391861.USD","LU1674673428.USD","LU0868494708.USD","LU2552382058.USD","LU1046421795.USD","BK4548"],"gpt_icon":1}],"pageSize":20,"totalPage":113,"pageCount":1,"totalSize":2252,"code":"91000000","status":"200"}]}}