每经AI快讯，2月19日，美股存储芯片概念股盘前上涨，Sandisk、美光科技均涨超1%。 ...

美股存储芯片概念股盘前上涨，Sandisk、美光科技均涨超1%。 来源：滚动播报 ...

对冲基金大佬Tepper去年四季度精准狙击AI存储芯片赛道，豪掷逾6亿美元重仓美光科技和韩国芯片ETF，今年已斩获约30%回报。全球内存短缺叠加 AI算力狂潮，其芯片押注与软件股暴跌形成冰火两重天。 加码押注内存芯片 Tepper对美光科技的投资显示出对AI基础设施的强烈信心。除了将股票持仓提升至4.28亿美元外，他还购买了名义价值7140万美元的美光看涨期权。 不过目前尚不清楚他是否已出售这些合约或合约到期时间。 全球内存短缺成为推动美光股价飙升的关键因素。作为AI系统所需计算机内存的主要生产商，美光直接受益于人工智能热潮带来的需求激增。 与此同时，Tepper新建了价值1.823亿美元的iShares MSCI韩国ETF（EWY）头寸。该ETF主要持有三星电子和SK海力士等芯片巨头，今年已飙升 34%，上周刚创下新高，吸引了寻求海外AI受益标的的投资者。 这些芯片相关投资的强劲表现与市场其他板块形成鲜明对比。软件股今年已大幅下挫，投资者担忧最新AI模型将冲击该行业依赖高收费的商业模式。 | T Filter | Columns Export | 1 | | | | | --- | --- | --- | ...

当地时间周三，美联储公布的1月货币政策会议纪要未改变市场对于6月将启动降息的预期，另外当天美 国公布的多项经济数据表现强劲，叠加科技以及能源股走强，推动美国三大股指集体收涨。其中，道指 上涨0.26%，标普500指数上涨0.56%，纳指上涨0.78%。个股方面，受Meta计划大规模部署英伟达芯片 的消息提振，英伟达股价周三上涨超1.8%；美光科技股价当天上涨5.3%，其股票近期被知名对冲基金 经理大卫·泰珀旗下的阿帕卢萨管理公司增持。 存储芯片巨头西部数据计划出售闪迪部分股份 交易规模超30亿美元 另外，存储芯片巨头西部数据日前宣布，计划出售其所持有的部分闪迪股份，交易规模超30亿美元。分 析认为，此次股份出售将增强西部数据的资本配置灵活性。西部数据股价周三上涨近4.4%。 会议纪要显示美联储内部对于未来货币政策路径存分歧 美联储最新公布的会议纪要显示，其内部仍然对货币政策路径存在分歧，明确提到有联储官员讨论加息 的可能性，在就业下行风险有所缓和的背景下，通胀风险依旧是核心关注点。与会者普遍预计，通胀将 在年内回落，"但回落速度和时点仍不确定"，并预计关税对价格的影响将在年内逐步减弱。 贵金属方面，周三，投资 ...

Another assumption is that there are no constraints on AI implementation in the workplace. Anybody who has ever worked in a corporate environment knows that is simply not true. Advocacy, implementation, and proving takes time. These matters are only complicated by internal politicking over what work the AI will do or eventually replace.But here, the market has skipped over a few massive developments. The first is the actual application of the technology. In other words, how will businesses use them? Many fi ...

This tech giant has an interesting future.For the last few decades, Micron Technology (MU +5.21%) has been a laggard in the U.S. technology industry -- struggling to surpass the highs it achieved during the dot-com bubble in 2000. However, everything changed with the arrival of generative artificial intelligence (AI), which has led to a surge in demand for its high-bandwidth memory chips (HBM).The new demand has sent Micron's shares up 330% in the last 12 months alone. And the rally is expected to continue ...

Core Viewpoint - Micron has transitioned from a cyclical memory company to a more stable business model, indicating a shift in its operational strategy and market positioning [1]. Group 1: Company Overview - Micron is evolving its business model, suggesting a strategic shift that may enhance its competitive advantage in the semiconductor industry [1]. Group 2: Analyst Perspective - The analysis reflects a positive outlook on Micron's long-term fundamentals, emphasizing the importance of strong competitive advantages in driving investment decisions [1].

芯片股普涨，费城半导体指数涨1.72%，美光科技涨超5%，阿斯麦、应用材料等涨超2%，存储芯片巨头西部数据大涨4%，消息面上，据券商中国报道， 西部数据宣布将出售其所持有的闪迪全部普通股，交易规模约30.9亿美元（约合人民币213亿元）。 2月18日晚，美股开盘集体上涨，截至23:25，道指涨0.58%，纳指涨1.16%，标普500指数涨0.77%。 大型科技股涨多跌少，英伟达涨超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。 据上海证券报，2月18日，高瓴旗下专注二级市场投资的基金管理平台HHLR Advisors公布了截至2025年四季度末的美股持仓情况。数据显示，截至2025 年末，HHLR共持有33只美股上市公司， 中概股仍是其核心配置资产 。从调仓动作来看，HHLR去年显著增持了阿里巴巴和拼多多，减持网易、富途控股 等标的，持仓进一步集中在电商龙头、生物医药和科技方向。 此外， 国际油价涨势强劲，美油、布油期货涨幅扩大至3% ，分别报64.13美元/桶和69.441美元/桶。消息面上，据央视新闻报道， 斯洛伐克政府因乌克兰 中断俄罗斯石油过 ...

Market Overview - Major indices closed higher, with technology stocks leading the gains. The Dow Jones increased by 129.47 points (0.26%) to 49,662.66, the Nasdaq rose by 175.25 points (0.78%) to 22,753.63, and the S&P 500 gained 38.09 points (0.56%) to 6,881.31 [1] - European markets also saw gains, with the DAX30 up by 264.43 points (1.06%) to 25,269.77, the FTSE 100 rising by 131.73 points (1.25%) to 10,687.90, and the CAC40 increasing by 67.57 points (0.81%) to 8,429.03 [1] Cryptocurrency - Bitcoin fell over 1.8% to $66,298, while Ethereum dropped more than 2% to $1,947.26 [2] Commodities - Spot gold briefly surpassed $5,000 before closing at $4,976.39 [3] - WTI crude oil rose by 4.6%, closing around $65 per barrel, while Brent crude surpassed $70 per barrel for the first time in over two weeks [4] Economic Data - U.S. industrial production growth reached its highest level in nearly a year, with a 0.7% increase driven by broad manufacturing growth and healthy utility output. Manufacturing output alone grew by 0.6%, marking the largest increase since February 2025 [5] - New housing starts in the U.S. rose to their highest level in five months, with a year-over-year increase of 6.2%, reaching an annualized rate of 1.4 million units [5] Federal Reserve Insights - The latest Federal Reserve meeting minutes revealed a shift in focus from labor market risks to inflation concerns, with officials warning that progress in reducing inflation may be slower and more uneven than expected [7] - There is little willingness among Federal Reserve officials to lower interest rates, with most preferring to see more progress on inflation before considering any cuts [8] Company News - Figma reported Q4 revenue of $300 million, a 40% year-over-year increase, exceeding guidance. The company anticipates Q1 revenue between $315 million and $317 million [10] - Bank of America is expanding its rewards program to attract more customers, allowing all checking account holders to enjoy rewards regardless of their balance, aiming to double profits in its consumer business to $20 billion by the end of the decade [11]

来源：环球市场播报 第9名谷歌A类股收高0.43%，成交47.62亿美元。谷歌与苹果公司正将音乐类生成式人工智能功能引入 其核心消费者应用，此举凸显了先进的AI工具在步入主流使用。 谷歌周三在博客文章中表示，Gemini人工智能助手现可基于用户上传的文本、照片或视频，利用Google DeepMind最新的Lyria 3模型生成30秒的音乐曲目。该功能可生成定制歌词或纯音乐音频，将向18岁以 上用户开放，并支持多种语言。谷歌表示，新功能将在Gemini桌面版率先推出，并将在未来几天登陆移 动应用。 谷歌还表示，其广受欢迎的图像生成模型Nano Banana将为音乐作品生成定制封面，在用户分享曲目链 接时添加视觉效果。 第10名Palantir收高1.77%，成交81.6亿美元。随着南佛罗里达州打造科技中心的努力日益增强，该公司 已将其总部从丹佛迁至迈阿密。此前，该公司已从帕洛阿尔托迁出，并且其政府和国防合同仍在持续扩 展中。 周三美股成交额第1名英伟达收高1.63%，成交301.82亿美元。据报道，英伟达和Meta Platforms宣布达 成一项多年期协议，将为Meta的美国AI数据中心扩张提供"数百万块" ...