实时行情与全球市场资讯 - 老虎证券

超5000次调研！公募扎堆调研线路图曝光，这三大行业受关注

券商中国·2026/02/16

超5000次调研！公募扎堆调研线路图曝光，这三大行业受关注

碧桂园：高等法院驳回碧桂园清盘呈请

老虎资讯综合·2026/02/16

碧桂园：高等法院驳回碧桂园清盘呈请

苹果将于3月4日举办产品发布会，新款Mac即将登场

环球市场播报·2026/02/16

苹果将于3月4日举办产品发布会，新款Mac即将登场

本周美股面临经济数据与AI担忧的对决，赢家只有一个

老虎资讯综合·2026/02/16

本周美股面临经济数据与AI担忧的对决，赢家只有一个

对话松延动力创始人姜哲源：从亮相春晚到“要规模”

华尔街见闻·2026/02/16

对话松延动力创始人姜哲源：从亮相春晚到“要规模”

业绩超越99%同行的基金认为：AI浪潮下，仅有少数软件公司能存活

环球市场播报·2026/02/16

业绩超越99%同行的基金认为：AI浪潮下，仅有少数软件公司能存活

对AI的担忧抹去数千亿美元估值，科技巨头成输家

环球市场播报·2026/02/16

对AI的担忧抹去数千亿美元估值，科技巨头成输家

阿里巴巴升级AI模型，这对美股软件股抛售潮意味着什么？

老虎资讯综合·2026/02/16

阿里巴巴升级AI模型，这对美股软件股抛售潮意味着什么？

Coinbase股价不再唯比特币马首是瞻，凯茜·伍德的ARK正在买入

老虎资讯综合·2026/02/16

Coinbase股价不再唯比特币马首是瞻，凯茜·伍德的ARK正在买入

特朗普提名的美联储主席人选主张降息：主要理由是AI

环球市场播报·2026/02/16

特朗普提名的美联储主席人选主张降息：主要理由是AI

AMD扩大与塔塔咨询合作，在印度叫板英伟达

老虎资讯综合·2026/02/16

AMD扩大与塔塔咨询合作，在印度叫板英伟达

比特币、以太坊下跌，本周更多经济数据或对加密货币产生重大影响

老虎资讯综合·2026/02/16

比特币、以太坊下跌，本周更多经济数据或对加密货币产生重大影响

马斯克：星链“很快”将在地球之外运行

老虎资讯综合·2026/02/16

马斯克：星链“很快”将在地球之外运行

高盛策略师：对软件行业盈利前景仍持乐观态度

环球市场播报·2026/02/16

高盛策略师：对软件行业盈利前景仍持乐观态度

木头姐：这轮市场波动是算法导致，而非基本面

华尔街见闻·2026/02/16

木头姐：这轮市场波动是算法导致，而非基本面

热议股票

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23:30","pubTimestamp":1771255800,"startTime":"0","endTime":"0","summary":"公募基金2026调研路线图曝光。目前来看，公募基金开年以来调研热情空前高涨，已经参与了超5000次调研，覆盖超1000只个股。天顺风能、大金重工、海天瑞声、耐普矿机获基金公司扎堆调研，奥特维、网宿科技、普冉股份等公司获基金公司调研后股价迎来较大涨幅。数据显示，今年以来获得公募调研次数不少于20家的个股共计65只，成为机构重点关注的对象。2026年开年以来，公司股价大幅上涨，年内涨幅超过37%，吸引大量机构投资者关注。","market":"sh","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["399006","000001.SH","399001"],"symbols_score_info":{"399001":2,"399006":2,"000001.SH":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"399001"},{"id":"1155515935","title":"碧桂园：高等法院驳回碧桂园清盘呈请","url":"https://stock-news.laohu8.com/highlight/detail?id=1155515935","media":"老虎资讯综合","top":-1,"share":"https://ttm.financial/m/news/1155515935?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 23:02","pubTimestamp":1771254154,"startTime":"0","endTime":"0","summary":"2月16日，$碧桂园(02007)$在$港交所(00388)$公告称，高等法院驳回碧桂园清盘呈请。","market":"hk","thumbnail":"https://static.tigerbbs.com/5bd3ae7ca8ea5fbfd608c1c93fc8cabb","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/5bd3ae7ca8ea5fbfd608c1c93fc8cabb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["02007"],"symbols_score_info":{"02007":1.5},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"02007"},{"id":"2611547486","title":"苹果将于3月4日举办产品发布会，新款Mac即将登场","url":"https://stock-news.laohu8.com/highlight/detail?id=2611547486","media":"环球市场播报","top":-1,"share":"https://ttm.financial/m/news/2611547486?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 22:38","pubTimestamp":1771252680,"startTime":"0","endTime":"0","summary":"苹果公司周一宣布，将于3月4日举办一场产品发布会，该公司正准备在未来几周推出多款新设备。\n　　这家iPhone制造商邀请媒体前往纽约和伦敦参会，但并未明确将发布何种产品。此次邀请函暗示，这场展示会的规格将低于该公司通常在加州库比蒂诺园区举办的发布会。公告也未说明是否会在线直播主题演讲。\n　　苹果即将推出多款新产品，包括新款MacBookPro、MacBookAir、一款多配色的低价MacBook，以及新款iPad机型。苹果还将推出iPhone17e。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","market":"other","thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["AAPL","APLY","AAPB","AAPY","AAPD","AAPX","AAPU","AAPW"],"symbols_score_info":{"APLY":0.6,"AAPB":0.6,"AAPL":1.96,"AAPY":0.6,"AAPD":0.6,"AAPX":0.6,"AAPU":0.6,"AAPW":0.6},"source_rank":0,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"sina","isHighRisk":false,"relatedSymbol":"AAPL"},{"id":"1136192449","title":"本周美股面临经济数据与AI担忧的对决，赢家只有一个","url":"https://stock-news.laohu8.com/highlight/detail?id=1136192449","media":"老虎资讯综合","top":-1,"share":"https://ttm.financial/m/news/1136192449?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 22:15","pubTimestamp":1771251319,"startTime":"0","endTime":"0","summary":"要点尽管美国经济数据表现积极，但投资者对AI颠覆性的担忧令S&P 500录得自11月以来最差单周表现。本周美国关键经济数据包括核心个人消费支出物价指数、第四季度GDP增速以及美联储会议纪要。Algorhythm推出AI货运工具，引发货运经纪股抛售，凸显AI的颠覆潜力。本周，美国股市走势或将取决于经济数据，但一个危险的“变数”正在潜伏——对AI颠覆性的担忧。AI原本被视为将提振一切、无处不在的技术，未来或许仍会如此。","market":"us","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["RIME"],"symbols_score_info":{"RIME":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"RIME"},{"id":"2611548598","title":"对话松延动力创始人姜哲源：从亮相春晚到“要规模”","url":"https://stock-news.laohu8.com/highlight/detail?id=2611548598","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2611548598?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 21:42","pubTimestamp":1771249327,"startTime":"0","endTime":"0","summary":"2026年机器人大战","market":"sg","thumbnail":"https://static.tigerbbs.com/9b2a06eae7c73ce0c7f19ff6ef352360","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/9b2a06eae7c73ce0c7f19ff6ef352360"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["TSL","TSLT","07766","CRSH","TSLL","TSLY","TSLR","TSYY","TSII","TESL","TSLO","TSDD","TSLP","TSLW","TSLZ","TSLQ","TSLI","TSLG","TSLS"],"symbols_score_info":{"TSL":0.6,"TSLT":0.6,"07766":0.6,"CRSH":0.6,"TSLL":0.6,"TSLY":0.6,"TSLR":0.6,"TSYY":0.6,"TSII":0.6,"TESL":0.6,"TSLO":0.6,"TSDD":0.6,"TSLP":0.6,"TSLW":0.6,"TSLZ":0.6,"TSLQ":0.6,"TSLI":0.6,"TSLG":0.6,"TSLS":0.6},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":true},{"id":"2611483249","title":"业绩超越99%同行的基金认为：AI浪潮下，仅有少数软件公司能存活","url":"https://stock-news.laohu8.com/highlight/detail?id=2611483249","media":"环球市场播报","top":-1,"share":"https://ttm.financial/m/news/2611483249?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 21:15","pubTimestamp":1771247700,"startTime":"0","endTime":"0","summary":"他管理的 120 亿美元全球科技基金，过去一年业绩超越 99% 同行，五年周期超越 97% 同行。在他看来，AI 编程工具进步巨大，已能复刻和修改大量现有软件。埃文斯对网络安全软件持中性态度，认为该领域暂未受到 AI 直接威胁。除这两个领域外，埃文斯预计，未来行业洗牌将异常残酷，只有极少数公司能存活。","market":"fut","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["MNQ2612","NQmain","MNQ2603","MNQmain","ESmain",".SPX","NDX","YMmain",".DJI",".IXIC"],"symbols_score_info":{"MNQ2612":2,"NQmain":2,"MNQ2603":2,"MNQmain":2,"ESmain":2,".SPX":2,"NDX":2,"YMmain":2,".DJI":2,".IXIC":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"sina","isHighRisk":false,"relatedSymbol":"MNQ2612"},{"id":"2611483194","title":"对AI的担忧抹去数千亿美元估值，科技巨头成输家","url":"https://stock-news.laohu8.com/highlight/detail?id=2611483194","media":"环球市场播报","top":-1,"share":"https://ttm.financial/m/news/2611483194?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 21:00","pubTimestamp":1771246800,"startTime":"0","endTime":"0","summary":"全球市值最高的一批科技股在多年大幅上涨后，今年遭遇市值剧烈下挫。原因是投资者开始质疑：在人工智能领域的巨额投入，能否产生足够回报，支撑当前的高估值。　　微软 今年以来股价已下跌约 17%，市场担忧其 AI 业务面临风险，且来自谷歌最新的 Gemini 模型与安锡范的 Claude Cowork AI 智能体的竞争不断加剧。　　截至上周五，微软市值蒸发约 6130 亿美元，降至约 2.98 万亿美元。　　本月早些时候，亚马逊预计今年资本支出将激增 50% 以上。","market":"fut","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["XMAG","AMZN","MSFT"],"symbols_score_info":{"AMZN":0.6,"XMAG":1.5,"MSFT":0.6},"source_rank":0,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"sina","isHighRisk":false,"relatedSymbol":"XMAG"},{"id":"1128616721","title":"阿里巴巴升级AI模型，这对美股软件股抛售潮意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1128616721","media":"老虎资讯综合","top":-1,"share":"https://ttm.financial/m/news/1128616721?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 20:52","pubTimestamp":1771246349,"startTime":"0","endTime":"0","summary":"要点阿里巴巴推出Qwen 3.5升级版AI模型，具备可执行复杂多步骤任务的代理式能力。美国企业对中国AI及数据隐私的谨慎态度，或限制其对美国软件行业的即时威胁。阿里巴巴集团已升级其旗舰人工智能模型。公司周一发布Qwen 3.5，这是其核心AI模型的最新更新。值得注意的是，阿里巴巴还发布了该模型的开源版本。阿里巴巴在香港半日市收盘后公布消息，当日港股交易因除夕而缩短。阿里巴巴股价在香港下跌0.5%，而美国因总统日休市未有交易。","market":"us","thumbnail":"https://static.tigerbbs.com/170da53ca50416ee9f9e6a60364fa1be","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/170da53ca50416ee9f9e6a60364fa1be"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["BABA","09988"],"symbols_score_info":{"BABA":2,"09988":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"BABA"},{"id":"1135921477","title":"Coinbase股价不再唯比特币马首是瞻，凯茜·伍德的ARK正在买入","url":"https://stock-news.laohu8.com/highlight/detail?id=1135921477","media":"老虎资讯综合","top":-1,"share":"https://ttm.financial/m/news/1135921477?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 20:44","pubTimestamp":1771245875,"startTime":"0","endTime":"0","summary":"要点Coinbase公布财报后股价飙升16%，其多元化努力正获得市场关注。分析师维持对Coinbase的买入评级，目标价高达267美元，同时ARK Invest买入价值超过1500万美元的股票。近几个月来，Coinbase Global的股票一直受到重创，因为它完全受制于残酷的比特币抛售。根据上周五的一份交易通知，凯茜·伍德的ARK Invest转为看涨，通过三只交易所交易基金买入了92,854股股票。ARK在本月早些时候比特币下跌后曾出售了部分Coinbase股票。","market":"us","thumbnail":"https://static.tigerbbs.com/ad8c23f9a932c22afd01e3434815bb33","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ad8c23f9a932c22afd01e3434815bb33"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["COIN"],"symbols_score_info":{"COIN":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"COIN"},{"id":"2611885464","title":"特朗普提名的美联储主席人选主张降息：主要理由是AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2611885464","media":"环球市场播报","top":-1,"share":"https://ttm.financial/m/news/2611885464?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 20:35","pubTimestamp":1771245300,"startTime":"0","endTime":"0","summary":"2025 年 4 月 25 日，美国前联邦储备委员会理事凯文沃什在华盛顿特区。这位于 1 月 30 日被特朗普总统提名担任美联储主席的人士称，这项技术可能像互联网一样，具备 “结构性通缩效应”，暗示美联储拥有继续降息的清晰路径。　　若沃什在 5 月杰罗姆鲍威尔任期结束后，经参议院确认执掌美联储，他将主持一个由 12 人组成的利率决策委员会。美联储主席的职责是就利率决策凝聚共识，而包括主席在内的每位委员仅有一票表决权。","market":"us","thumbnail":"https://static.tigerbbs.com/526bfe2b0ce02d8b6b7ba94227552679","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/526bfe2b0ce02d8b6b7ba94227552679"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["YMmain","NQmain",".DJI","ESmain","MNQmain",".SPX","MNQ2612","NDX","MNQ2603",".IXIC"],"symbols_score_info":{"YMmain":2,"NQmain":2,".DJI":2,"ESmain":2,"MNQmain":2,".SPX":2,"MNQ2612":2,"NDX":2,"MNQ2603":2,".IXIC":2},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"sina_fut","isHighRisk":true,"relatedSymbol":"YMmain"},{"id":"1164763906","title":"AMD扩大与塔塔咨询合作，在印度叫板英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1164763906","media":"老虎资讯综合","top":-1,"share":"https://ttm.financial/m/news/1164763906?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 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Networks称，AMD正在从英伟达手中夺取AI市场份额。这家AMD合作伙伴上周表示，目前约20%至25%的芯片部署流向AMD，而2025年约99%的AI芯片部署仍属于英伟达。","market":"us","thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["NVDA","AMD"],"symbols_score_info":{"NVDA":2,"AMD":2},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"NVDA"},{"id":"1145829091","title":"比特币、以太坊下跌，本周更多经济数据或对加密货币产生重大影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1145829091","media":"老虎资讯综合","top":-1,"share":"https://ttm.financial/m/news/1145829091?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 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Invest基金买入85,854股Coinbase股票，价值1,410万美元，投资者关注即将公布的美国经济数据。以太坊和热门山寨币XRP同期也大幅下跌，分别下跌4.6%和9.1%。这一温和数据使投资者相信，美联储降息可能比此前预期更早到来，从而重新点燃对包括加密货币在内风险资产的情绪。本周更多经济数据可能影响加密货币价格。","market":"us","thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["COIN"],"symbols_score_info":{"COIN":2},"source_rank":0,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null,"isHighRisk":false,"relatedSymbol":"COIN"},{"id":"1195491819","title":"马斯克：星链“很快”将在地球之外运行","url":"https://stock-news.laohu8.com/highlight/detail?id=1195491819","media":"老虎资讯综合","top":-1,"share":"https://ttm.financial/m/news/1195491819?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 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Snider领导的团队在报告中称，过去三个月软件股两年期前瞻盈利预期已上升5%。　　尽管如此，高盛策略师指出，近期面临颠覆风险的核心行业普遍呈现盈利稳健且预期上调的态势。　　Snider在报告中写道，“尽管短期表现强劲，投资者仍在持续探讨人工智能对长期盈利造成的潜在冲击。”","market":"fut","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["GS","VGT","GSX"],"symbols_score_info":{"GS":1.5,"VGT":1.5,"GSX":0.6},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"sina","isHighRisk":false,"relatedSymbol":"GS"},{"id":"2611102848","title":"木头姐：这轮市场波动是算法导致，而非基本面","url":"https://stock-news.laohu8.com/highlight/detail?id=2611102848","media":"华尔街见闻","top":-1,"share":"https://ttm.financial/m/news/2611102848?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 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