美股详情

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红杉资本持仓

2,938.56

-19.3845-0.66%

涨家数：68

跌家数：29

平家数：3

市盈率：- -

高：2,960.57

开：2,957.97

低：2,929.00

收：2,957.95

成交量：15.19亿

成交额：3,341.02亿

市值：38.77万亿

流通市值：36.33万亿

数据加载中...

总览新闻资讯

一台光刻机24亿！台积电为何宁愿用旧的也不买ASML最新款？

华尔街重回“镀金时代”：六大行掌门人年薪均超4000万，刷新08年危机后上限

华尔街见闻

微软AI负责人称12-18个月内白领工作将被AI大规模替代

马斯克：Grok 4.20下周发布，较4.1版改进重大

英伟达离职15年，他想挑战黄仁勋

吃里扒外的台积电：拿着大陆的稀土红利，转头帮日本造3nm芯片

微软放话一年消灭白领！硅谷老板流行借助AI亲自上手一切

大摩：谷歌：营收与资本支出加速意味着什么

Tasha大行投研...

抖音副总裁：Seedance 2.0平台暂不支持真人人脸参考和迪士尼等IP形象生成

你抢不到的RTX5090，还在厨子、电工和铁匠手里？

英伟达，悄悄成为全球最大AI制药公司！黄仁勋：下一个黄金赛道是生物学

“新美联储通讯社”：美国经济逼近“软着陆”时刻，但宣布胜利为时尚早

华尔街见闻

数据：XRP 现货 ETF 本周净流入 765 万美元

数据：以太坊现货 ETF 本周净流出 1.61 亿美元，连续 4 周实现净流出

数据：比特币现货 ETF 本周净流出 3.6 亿美元，连续 4 周实现净流出

大摩——京元电子：受益于谷歌TPU/CPU需求增长，维持“增持”评级（附下载）

外资精华观点

马斯克预测：2026年底AI将直接生成二进制文件，编码职业或将消失

谷歌将推独立“正在播放”应用，支持历史迁移与多平台播放

续命成功！英特尔正式下放XeSS 3 MFG多帧生成，旧款Arc独显与集显均可享受

ITheat热点科技

大厂争入口，小厂拼coding，中国AI的竞争逻辑变了

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4.20下周发布，较4.1版改进重大","url":"https://stock-news.laohu8.com/highlight/detail?id=2611124860","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611124860?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 19:24","pubTimestamp":1771154650,"startTime":"0","endTime":"0","summary":"xAI CEO埃隆 · 马斯克今天在X平台表示，Grok 4.20将在下周发布，相比4.1版改进重大。作为参考，Grok 4.1发布于去年11 月，继承前代模型敏锐的智能与高可靠性，在创造性、情感理解和协作互动方面实现了重大改进，当时在LMArena文本能力排行榜以1483的Elo分数高居榜首，领先第二名达31分。更引人注目的是，当时Grok 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19:20","pubTimestamp":1771154413,"startTime":"0","endTime":"0","summary":"2025年12月，摩尔线程登陆科创板，市值一度超过3000亿元。结果6个月内，申请未获批，招股书失效。2025年8月22日，群核再次向港交所提交上市申请，目前仍在排队中。群核此刻的状态，有些像2006年的英伟达，黄仁勋孤独地推销CUDA，将它免费提供给大学教授、气象行业使用。在2025年3月英伟达的GTC大会上，黄晓煌曾碰到了黄仁勋，两人见面寒暄并合影，外界总拿他在2011年离职英伟达，并卖掉股票的事情开玩笑。","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=nesSN20260215194243a6fe38c6&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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16:37","pubTimestamp":1771144635,"startTime":"0","endTime":"0","summary":"“新美联储通讯社”Nick Timiraos称美国经济软着陆前所未有地接近，通胀降温、就业强劲，但2%通胀目标仍存变数。关税传导、消费韧性及AI对就业的冲击，正成为决定“最后一公里”能否平稳落地的关键变量。市场关注美联储主席继任者沃什将继续巩固成果还是积极降息。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765759","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765759","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":null,"symbols":["SH","BK4585","SSO","MESmain","OEF","OEX","UPRO",".SPX","NWS","SDS","TLTW","BK4534","BK4581","BK4559","BK4550","SPY","IVV","BK4504","XLP","ESmain","SPXU","BK4588"],"gpt_icon":0},{"id":"2611126128","title":"数据：XRP 现货 ETF 本周净流入 765 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周实现净流出","url":"https://stock-news.laohu8.com/highlight/detail?id=2611126116","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611126116?lang=zh_cn&edition=fundamental","pubTime":"2026-02-15 16:23","pubTimestamp":1771143834,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，根据 SoSoValue 数据，本周交易日以太坊现货 ETF 净流出 1.61 亿美元。\n\n本周净流出最多的以太坊现货 ETF 为贝莱德 ETF ETHA，周度净流出为 1.13 亿美元，目前 ETHA 历史总净流入达 119.8 亿美元。其次为富达 ETF FETH，周度净流出为 4075 万美元，目前 FETH 历史总净流入达 24.7 亿美元。本周净流入最多的以太坊现货 ETF 为灰度以太坊迷你信托 ETH，周度净流入为 4990 万美元，目前 ETH 历史总净流入达 17.1 亿美元。截至发稿前，以太坊现货 ETF 总资产净值为 117.2 亿美元，ETF 净资产比率达 4.75%，历史累计净流入已达 116.5 亿美元。 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亿美元。本周净流出最多的比特币现货 ETF 为贝莱德 ETF IBIT，周度净流出为 2.35 亿美元，目前 IBIT 历史总净流入达 616.1 亿美元。\n\n其次为富达 ETF FBTC，周度净流出为 1.25 亿美元，目前 FBTC 历史总净流入达 109.8 亿美元。本周净流入最多的比特币现货 ETF 为灰度比特币迷你信托 BTC，周度净流入为 1.1 亿美元，目前 BTC 历史总净流入达 20.5 亿美元。\n\n截至发稿前，比特币现货 ETF 总资产净值为 870.4 亿美元，ETF 净资产比率（市值较比特币总市值占比）达 6.33%，历史累计净流入已达 543.3 亿美元。 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14:46","pubTimestamp":1771137992,"startTime":"0","endTime":"0","summary":"但到了 2026 年，中国 AI 的竞争叙事，正在发生一次结构性分化。这也是DeepSeek R1推出一年之后，中国模型再次震惊全球的时刻。这是大厂在 AI 时代唯一具备可持续性的选择。创业公司成为Anthropic信徒如果说，中国大厂在这一轮 AI 竞争中，走向了谷歌路线，那么另一边，创业公司的参考系，也悄然发生变化。2025年上半年，Anthropic 的研发投入与营收比大致为1.04:1，基本已经打平，这在尚处于军备竞赛阶段的 AI 产业已经相当令人羡慕了。可以说，Anthropic 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