美股成交额TOP 20 | 苹果与阿里合作开发面向中国的AI功能，苹果收高2.18%，阿里续涨1.31%

环球市场播报2025-02-12

周二美股成交额第1名特斯拉收跌6.34%，创12月18日以来的最大单日跌幅，成交亿395.88美元。周二（2025年2月11日）特斯拉上海储能超级工厂在上海自贸区临港新片区正式投产。这座工厂生产的商用储能电池将被运往全球市场，助力世界范围的“绿色未来”。据介绍，2024年5月，特斯拉上海储能超级工厂正式动工，当年底，这一项目就顺利通过竣工验收并启动试生产，全程仅耗时7个月。另据报道，美国总统特朗普...

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Apple closed up 2.18%, and Ali continued to rise 1.31%","themeId":"9c03908086f0887b113eb715091309d0","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9927ce72cceaaaf48a5dfd4048828ae3","symbols_score_info":{"AAPL":1,"MACW.SI":0.6,"BABA":1,"09988":0.6},"content_text":"周二美股成交额第1名特斯拉收跌6.34%，创12月18日以来的最大单日跌幅，成交亿395.88美元。周二（2025年2月11日）特斯拉上海储能超级工厂在上海自贸区临港新片区正式投产。这座工厂生产的商用储能电池将被运往全球市场，助力世界范围的“绿色未来”。据介绍，2024年5月，特斯拉上海储能超级工厂正式动工，当年底，这一项目就顺利通过竣工验收并启动试生产，全程仅耗时7个月。另据报道，美国总统特朗普周二授权马斯克领导的政府效率部团队审查美国国防部的支出，引发美国舆论关注。作为当前美国政府中预算拨款最多、但花费最为不透明的部门，五角大楼从来没有通过财务审计，就连美国媒体也对其背后庞大的支出黑洞批评不断。第3名苹果收高2.18%，成交124.77亿美元。据科技媒体The Information援引消息人士报道，苹果公司正与阿里巴巴公司合作，开发和推出面向中国iPhone用户的人工智能（AI）。报道称，苹果和阿里已将共同开发的AI功能提交给监管机构审批。知情人士透露，苹果自2023年起开始测试来自中国开发者的不同AI模型，并且一度选择了百度作为主要合作伙伴。然而，由于百度在开发Apple Intelligence（苹果智能）模型方面的进展未达到苹果的标准，双方的合作被取消了。苹果近几个月开始考虑其他选项，评估了腾讯、阿里和字节跳动等中国互联网巨头开发的AI模型。第4名 Palantir Technologies Inc. 收跌3.45%，成交107.87亿美元。Wedbush证券公司认为，人工智能革命已经牢固地覆盖了软件领域，这一点从Palantir 和赛富时最近的业绩和公告中得到了证明。在最新的客户报告中，Wedbush分析师Dan Ives强调了人工智能（AI）在软件领域的广泛应用前景。他断言：“AI软件时代已经全面开启。我们坚信，在即将到来的2025年AI革命中，Palantir和赛富时将继续成为表现最为出色的两家软件公司。”第7名 阿里巴巴 收高1.31%，成交62.29亿美元。苹果和阿里巴巴将合作为中国iPhone用户开发AI功能。知情人士透露，此举是苹果应对在中国销售下滑的策略之一，旨在提供更具吸引力的软件功能。第9名超微电脑收跌9.47%，成交59.41亿美元。超微电脑推迟向美国证券交易委员会递交10 Q报告。该公司因卖空者的指控而招致美国司法部和SEC的传唤。公司正配合美国司法部和SEC关于出具文件的要求。第10名嘉信理财收高2.50%，成交49.31亿美元。加拿大多伦多道明银行周一表示，将出售其在美国金融服务公司嘉信理财的10.1%持股，作为前者在美国遭受罚款后进行战略审查的一部分。道明银行持有1.85亿股嘉信理财股票，根据上周五收市价计算，涉资约154亿美元。道明银行表示，计划利用其中约55.8亿美元的出售收益回购股票，其余资金则用于提高业绩和加速增长。第11名 Shopify Inc 收高3.08%，成交42.00亿美元。该公司第四季度营收28.1亿美元，预估27.3亿美元；Shopify预计第一季度营收将以25%左右的速度增长；公司预计2025年毛利润同比增速为20%区间的低端。第13名 Strategy 收跌4.53%，成交39.06亿美元。第17名英特尔收高6.07%，成交31.74亿美元。美国副总统万斯称最先进人工智能硬件要确保在美国制造。万斯在法国总统马克龙主办的人工智能峰会上表示，“为了保持美国优势，特朗普政府将确保最强大的人工智能系统在美国建造，使用美国设计和制造的芯片”。此外英特尔股价的上涨也受到该公司新型处理器初步测试结果好消息的推动。计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2510363113","isCrawlerRequest":true}