2月18日，美股夜盘时段，Palo Alto跌超8%，2026财年第二财季业绩超预期，但第三财季及全年盈利指引令人失望。
铿腾电子涨超4%，AI需求强劲，财报超预期。
AMD跌超2%，Meta携手英伟达扩大战略合作，加速AI数据中心布局。
Applied Digital跌超8%，英伟达Q4清仓Applied Digital等。
纽约时报涨超3%，伯克希尔Q4新进该股。当季伯克希尔买入506.7万股，市值超过3.52亿美元，持有纽约时报约3.1%的股份，持仓在伯克希尔投资组合中位列第30位，占比0.13%。
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