美股跳水，存储概念逆势走强，闪迪涨超9%，热门中概股普跌，特朗普发声

21世纪经济报道02-11

美东时间周三，受美国非农数据提振，美股三大指数集体高开，盘中跳水全部翻绿，纳斯达克中国金龙指数跌幅扩大，截至北京时间23:15左右，跌超1%。大型科技股跌多涨少，英伟达、苹果涨超1%，特斯拉小幅上涨，谷歌、微软跌超1%。英特尔开盘涨5%，最高一度触及49.55美元。截至发稿直线跳水翻绿。消息面上，英特尔与软银合作开发的下一代AI内存技术Z-Angle Memory(ZAM)完成全球首次公开亮相。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2610760951?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-11 23:41","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2610760951","market":"us","top_or_hot":-1,"title":"美股跳水，存储概念逆势走强，闪迪涨超9%，热门中概股普跌，特朗普发声","media":"21世纪经济报道","content":"<div>\n<p>美东时间周三，受美国非农数据提振，美股三大指数集体高开，盘中跳水全部翻绿，纳斯达克中国金龙指数跌幅扩大，截至北京时间23:15左右，跌超1%。大型科技股跌多涨少，英伟达、苹果涨超1%，特斯拉小幅上涨，谷歌、微软跌超1%。英特尔开盘涨5%，最高一度触及49.55美元。截至发稿直线跳水翻绿。消息面上，英特尔与软银合作开发的下一代AI内存技术Z-Angle Memory(ZAM)完成全球首次公开亮相。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211234222a498ad02&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股跳水，存储概念逆势走强，闪迪涨超9%，热门中概股普跌，特朗普发声</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股跳水，存储概念逆势走强，闪迪涨超9%，热门中概股普跌，特朗普发声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 23:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211234222a498ad02&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间周三，受美国非农数据提振，美股三大指数集体高开，盘中跳水全部翻绿，纳斯达克中国金龙指数跌幅扩大，截至北京时间23:15左右，跌超1%。大型科技股跌多涨少，英伟达、苹果涨超1%，特斯拉小幅上涨，谷歌、微软跌超1%。英特尔开盘涨5%，最高一度触及49.55美元。截至发稿直线跳水翻绿。消息面上，英特尔与软银合作开发的下一代AI内存技术Z-Angle Memory(ZAM)完成全球首次公开亮相。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211234222a498ad02&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TNA","symbol_name":"罗素2000指数三倍做多ETF-Direxion","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211234222a498ad02&s=b","article_id":"2610760951","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211234222a498ad02&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2610760951","pubTimestamp":1770824477,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"美东时间周三，受美国非农数据提振，美股三大指数集体高开，盘中跳水全部翻绿，纳斯达克中国金龙指数跌幅扩大，截至北京时间23:15左右，跌超1%。存储概念股强势反弹，美光科技涨超6%，据财联社，摩根士丹利将美光目标价从350美元大幅上调至450美元；闪迪涨超9%，西部数据涨超4%。据CME“美联储观察”，美联储到3月降息25个基点的概率由19.6%降至6%，维持利率不变的概率已升至94%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TNA":"罗素2000指数三倍做多ETF-Direxion","IWN":"罗素2000价值股指数ETF-iShares","BK4534":"瑞士信贷持仓","ASHR":"德银沪深300指数ETF","IWO":"罗素2000成长股指数ETF","SPY":"标普500ETF","NET":"Cloudflare, Inc.","04335":"英特尔-T","ASHS":"德银沪深中证500指数ETF","MCHI":"中国ETF-iShares MSCI","BK4593":"纳斯达克ETF","BK4614":"Manus概念股","TQQQ":"纳指三倍做多ETF","BK4588":"碎股","UWM":"罗素2000指数ETF两倍做多","BK4170":"电脑硬件、储存设备及电脑周边","SHOP":"Shopify Inc","DRAG":"中国龙ETF-Roundhill","CQQQ":"中国科技指数ETF-Guggenheim","TWM":"罗素2000指数两倍做空ETF","BK4550":"红杉资本持仓","MU":"美光科技","BK4561":"索罗斯持仓","BK4504":"桥水持仓","TZA":"罗素2000指数三倍做空ETF","SRTY":"罗素2000指数三倍做空ETF-ProShares","BK4581":"高盛持仓","QQQ":"纳指100ETF","BK4535":"淡马锡持仓","HXC":"纳斯达克中国金龙指数","SPOT":"Spotify Technology S.A.","INTC":"英特尔","U":"Unity Software Inc.","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","RWM":"罗素2000指数反向ETF","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion","WDC":"西部数据","BK4585":"ETF&股票定投概念","SNDK":"闪迪"},"translate_title":"U.S. stocks plunged, storage concepts bucked the trend and strengthened, SanDisk rose more than 9%, popular Chinese concept stocks generally fell, Trump spoke out","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPOT":1.83,"TQQQ":0.9,"IWO":0.6,"CWEB":0.6,"ASHR":0.6,"ASHS":0.6,"MCHI":0.6,"WDC":1.85,"TZA":0.6,"CQQQ":0.6,"QQQ":0.9,"SPY":0.9,"SNDK":1.91,"UWM":0.6,"IWN":0.6,"TWM":0.6,"U":1.85,"SRTY":0.6,"NET":1.86,"INTC":1.87,"RWM":0.6,"SHOP":1.82,"TNA":0.6,"MU":1.88,"DRAG":0.6,"MNQmain":0.6,"HXC":0.6,"04335":1.87},"content_text":"美东时间周三，受美国非农数据提振，美股三大指数集体高开，盘中跳水全部翻绿，纳斯达克中国金龙指数跌幅扩大，截至北京时间23:15左右，跌超1%。大型科技股跌多涨少，英伟达、苹果涨超1%，特斯拉小幅上涨，谷歌、微软跌超1%。英特尔开盘涨5%，最高一度触及49.55美元。截至发稿直线跳水翻绿。消息面上，英特尔与软银合作开发的下一代AI内存技术Z-Angle Memory(ZAM)完成全球首次公开亮相。存储概念股强势反弹，美光科技涨超6%，据财联社，摩根士丹利将美光目标价从350美元大幅上调至450美元；闪迪涨超9%，西部数据涨超4%。AI应用软件股涨跌不一，Cloudflare绩后大涨超10%，Spotify涨超4%；Unity绩后暴跌超30%，Figma跌近5%，Shopify翻绿跌近4%，盘初一度涨超8%。据21世纪经济报道，对于近期软件股走势，市场观点已出现分化。周二瑞银下调美国IT股评级，理由是软件行业不确定性持续、资本开支大幅增加。摩根大通认为，投资者们所担忧的AI替代软件应用的场景并不会大范围发生，建议投资者逢低买入。但在受访专家看来，AI并非软件业的终结者，而是重塑的力量——那些离AI更近的软件公司能重新起飞，反之则有可能被清洗出牌桌。（详情）热门中概股普跌，纳斯达克中国金龙指数跌超1%。新能源股跌幅居前，阿特斯太阳能、晶科能源跌超6%；知乎、阿里巴巴、百度、网易跌超2%；金山云逆势涨超9%，世纪互联涨超4%。黄金白银冲高回落，截至北京时间23:10，现货黄金上涨1%，站上5070美元，此前最高触及5100美元；现货白银涨超4%，报84.1美元/盎司。加密货币主要币种全线飘绿，比特币跌至65964美元，过去24小时内跌超4%；以太坊跌至1914.97美元，过去24小时内跌超5%。最近24小时，全球共有超12万人被爆仓，爆仓总金额3.8亿美元。北京时间2月11日晚间，美国劳工统计局公布的数据显示，1月非农就业人口增加13万人，大幅高于市场预期，创2025年4月以来最大增幅；失业率小幅意外降至4.3%。据e公司报道，美国总统特朗普在社交平台发文称，“就业数据大好，远超预期！美国应在借贷成本（债券！）上支付少得多的利息！这将带来每年至少一万亿美元的利息支出节省——预算不仅能平衡，还能大幅盈余。”数据发布后，交易员已将下次美联储降息的预期时点从6月推迟至7月。据CME“美联储观察”，美联储到3月降息25个基点的概率由19.6%降至6%，维持利率不变的概率已升至94%。有分析指出，鉴于就业数据大超预期，美联储的关注点将转向通胀形势。据伦敦证券交易所集团的数据，目前市场价格所反映的2026年降息幅度为50个基点，而数据公布前约为60个基点。（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）出品：21快讯工作室","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","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":0,"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":"4.43.1","shortVersion":"4.43.1","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/2610760951","isCrawlerRequest":true}