【美股盘前】黄仁勋：为GTC 2026准备了多款前所未见的新芯片；Meta重启智能手表计划；OpenAI最新一轮融资有望突破1000亿美元

每日经济新闻02-19 17:47

① 【三大期指齐跌】截至发稿，道指期货跌0.12%、标普500指数期货跌0.08%、纳指期货跌0.04%。　　② 【存储芯片概念股普涨】存储芯片概念股盘前普涨。截至发稿，闪迪、美光科技均涨超1%。　　③【黄仁勋：为GTC 2026准备了多款前所未见的新芯片】当地时间2月18日，黄仁勋接受媒体采访时称：“我们已经为GTC 2026准备了几款前所未见的全新芯片。”他补充道：“由于所有技术都已达到极限，...

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2026准备了几款前所未见的全新芯片。”他补充道：“由于所有技术都已达到极限，所以没有什么是容易的。”但他强调：“有了这样一支团队（由英伟达和SK海力士的内存工程师组成），没有什么是不可能的。”　　④ 【英伟达清仓Arm全部股份】当地时间2月18日，最新监管文件显示，英伟达已抛售所持有的最后110万股Arm控股股票（价值约1.56亿美元）。英伟达仍持有Arm为期20年的技术授权，其核心产品Grace CPU正是基于Arm架构。截至发稿，Arm上涨0.12%。　　⑤ 【Meta重启智能手表计划，计划2026年推出】 当地时间2月18日，据媒体援引知情人士透露，Meta已重启其“Malibu 2”智能手表项目。知情人士补充说，该设备将于今年晚些时候发布，将具有健康追踪功能和内置的Meta AI助手。截至发稿，Meta下跌0.19%。　　⑥ 【OpenAI最新一轮融资有望突破1000亿美元】当地时间2月18日，媒体援引知情人士透露， OpenAI即将完成新一轮融资的第一阶段，预计融资额将超过1000亿美元。该公司整体估值（包括最终融资）可能超过8500亿美元，高于最初预期的8300亿美元。其中一位知情人士表示，该公司融资前的估值仍将维持在7300亿美元。知情人士同时透露，首轮融资的资金主要来自战略投资者，包括亚马逊、软银、英伟达和微软，预计这些公司将在本月底前最终确定投资方案。　　⑦ 【2025年业绩低于预期，力拓跌超2%】当地时间2月19日，矿业巨头力拓的2025年业绩报告显示，全年基础盈利108.7亿美元。这一数字与上一年度持平，但略低于市场预期的110.3亿美元。财报显示，作为力拓最大的利润来源，铁矿石业务受到价格下跌和出货量持平的拖累，基础息税折旧及摊销前利润（EBITDA）同比下降11%。截至发稿，力拓下跌2.5%。　　⑧ 【业绩超预期并宣布收购Depop，eBay涨超7%】当地时间2月18日，在线购物交易平台eBay 2025年Q4财报显示，营收为30亿美元，同比增长15%，超过分析师预期的28.7亿美元。调整后每股收益1.41美元，超过市场普遍预期的1.35美元。商品交易总额（GMV）达到212亿美元，较去年同期增长10%。eBay还宣布将以12亿美元从Etsy手中收购时尚市场平台Depop。截至发稿，eBay上涨7.33%。　　⑨ 【白银股走强】白银概念股走强。截至发稿，泛美白银涨超4%，赫克拉矿业涨近2%。　　⑩ 【谷歌将与Shopee母公司Sea合作开发AI工具】2月19日，据媒体报道，谷歌和东南亚科技集团Sea宣布了一项新的合作计划，该计划将为Sea的电子商务和游戏产品开发AI工具。双方在一份声明中表示，根据新签署的战略合作伙伴关系，两家公司将共同“探索在Sea的电子商务平台Shopee上构建AI Agent购物原型”。谷歌和Sea旗下的游戏部门Garena也将合作利用AI解决方案来改变游戏开发的效率。截至发稿，谷歌跌0.14%。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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; 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