北京时间2月28日凌晨，美股周五午盘维持下跌趋势。英伟达公布财报后，其股价连续第二个交易日下 跌。知名软件股普跌。最新生产者价格指数数据远超预期，显示美国通胀仍具粘性，加重了引发市场动 荡的担忧情绪。瑞银下调美国股票市场评级。 道指跌579.56点，跌幅为1.17%，报48919.64点；纳指跌187.32点，跌幅为0.82%，报22691.06点；标普 500指数跌39.24点，跌幅为0.57%，报6869.62点。 随着科技股下跌和通胀数据高企给市场带来压力，标普500指数重新跌破其备受关注的50日移动均线这 一技术指标。该基准指数也跌破斐波那契回撤位6850.62点。收盘若低于这些水平，可能会进一步给市 场带来压力。 瑞银下调美国股票市场评级 瑞银全球股票策略主管Andrew Garthwaite将一个已满仓的全球股票投资组合中的美国股票评级下调 至"基准"，理由是美元走弱、估值过高以及华盛顿政策动荡带来的风险不断上升。 加思韦特写道，美元风险是核心关切。瑞银预计，到第一季度末，欧元将攀升至1欧元兑1.22美元，并 认为美元面临"不对称的结构性下行风险"。该银行表示，从历史来看，当美元贸易加权指数下跌1 ...

Group 1: Tech Stock Performance - Tech stocks have declined for a second consecutive day, with Nvidia shares dropping 2% following a previous 5% decline, raising concerns about their $30 billion investment in OpenAI and the sustainability of hyperscalers' capital spending for AI [1] - Amazon shares, which invested $50 billion in OpenAI, also experienced a drop in share price, indicating a shift in market sentiment from bullish to bearish for these tech stocks [2] Group 2: Software Sector Challenges - Major software companies are projected to finish February with significant financial losses, with Salesforce falling over 4% and Microsoft down nearly 2%, while Zscaler and CoreWeave reported disappointing outlooks with losses of 11% and 16% respectively [3] - The iShares Expanded Tech-Software ETF is down 10% for the month, leading to year-to-date losses of 23%, and the Nasdaq composite index is experiencing its worst month since last March with an overall decline of over 3% [3] Group 3: Broader Economic Concerns - The decline in share values is not limited to the tech sector, as financial and other sectors are also affected by fears regarding AI's potential impact on jobs and the economy, highlighted by Block, Inc.'s announcement of laying off over 4,000 workers [4] - As of late February, the S&P 500 is down more than 1% for the month, while the Dow Jones has only increased by 0.3%, marking a disappointing end to what was expected to be a strong year [4]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

US stock market crash today wiped out hundreds of points within minutes of opening bell. The Dow Jones Industrial Average plunged 777 points to 48,721.66, down 1.57%. The Nasdaq Composite fell 257.53 points to 22,620.85, while the S&P 500 slid 65.70 points to 6,843.16. This sharp selloff followed hotter-than-expected January wholesale inflation data and fresh AI disruption fears triggered by a major corporate shakeup. January’s Producer Price Index (PPI) rose 0.5% month over month, above the expected 0.3%. ...

每经AI快讯，2月27日，CoreWeave开盘跌17%，跌幅创2025年8月以来最大。 ...

来源：滚动播报 奈飞涨9.2%，放弃竞标华纳兄弟。Block大涨15.6%，裁减近一半员工、押注更小团队与智能工具的组 合。戴尔涨11.0%，业绩及指引双双超预期。CoreWeave跌11.8%，上季亏损扩大，今年资本支出猛增至 300亿美元。多邻国跌22.3%，日活增速持续放缓。 ...

Core Viewpoint - Amazon plans to invest a total of $50 billion in OpenAI, starting with an initial investment of $15 billion, followed by an additional $35 billion in the upcoming months [1] Business - The investment signifies Amazon's commitment to artificial intelligence and its potential applications within its operations [1] - This move may enhance Amazon's competitive position in the tech industry, particularly in AI development and deployment [1]

CoreWeave公布第四季度营收增长110%，达到15.7亿美元，但发布的第一季度营收指引低于市场普遍预 期，并详细说明了为扩展AI基础设施所需的巨额资本支出，导致股价走低。 责任编辑：张俊 SF065 CoreWeave公布第四季度营收增长110%，达到15.7亿美元，但发布的第一季度营收指引低于市场普遍预 期，并详细说明了为扩展AI基础设施所需的巨额资本支出，导致股价走低。 责任编辑：张俊 SF065 ...

Group 1 - CoreWeave's shares fell approximately 12% before market opening on Friday [1] - The company's decision to double capital expenditure this year has raised investor concerns regarding margin pressure and effective returns [1]

专题：聚焦美股2025年第四季度财报 AI 数据中心运营商 CoreWeave 公布亏损超出预期、资本开支大幅上调后，盘前股价一度下跌 12%，引 发市场对公司基础设施投入过度的担忧。 他表示，公司对这种运营模式 "毫无歉意"，"这是我们核心的投资逻辑，投资者必须理解这一点 —— 这就是我们的商业模式。" 但市场仍需更多说服。周五纽约盘前，CoreWeave 股价最低跌至85.86 美元；该股今年以来累计上涨 36%，前一日收盘价为 97.63 美元。 公司预计： 该公司周四公告称，第四季度每股亏损扩大至89 美分，彭博汇总数据显示，分析师平均预期为 72 美 分。营收增至15.7 亿美元，市场预期为 15.5 亿美元。 这家 AI 数据中心运营商同时表示，2026 年资本开支将达到 300 亿~350 亿美元，高于分析师预期。 CoreWeave 属于新一代云计算厂商（neoclouds），主要出租高性能芯片与算力资源。其服务需求激增， 客户包括 OpenAI、Meta、微软等知名公司。 但产能扩张成本高昂，且过程中出现波折。去年 11 月，因一份客户合同交付延迟，公司下调了年度营 收预期。CoreWeav ...