每日研究短评(2026.02.13)阿里推进闪购业务引发恒科下跌;AI替代担忧加大使美股大跌

招银国际财富管理
Feb 13

012026年2月12日市场表现回顾02重大要闻及数据一、 美国总统特朗普预计4月初访问中国,消息人士还称中美贸易“休战”预计会延长。外交部发言人林剑对此表示,特朗普总统再次表达了4月访华的愿望,双方就此保持着沟通。二、 由于投资者担忧人工智能会侵蚀一些公司的未来盈利,美国股市大跌,引发风险资产全线走低。 科技股领跌,纳指跌幅超2%,纳斯达克中国金龙指数跌3%。黄金和白银也遭受重挫,现货黄金一度...

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