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[国信证券]数据中心互联技术专题:AI变革推动OCS新技术快速发展

东方财富 📅 02/26 00:00 GOOG.O
投资摘要 光交换机OCS(Optical Circuit Switch)是一种无需光电/电光(O/E/O)转换,直接实现光信号在光纤端口间切换的技术,应用于AI算力集群、超大规模数据中心的叶脊架构互连、超节点集群高速通信等场景。通过直接在光域完成数据信号的路由与切换,无需进行光电/电光转换,OCS技术从底层规避了传统电交换在高速传输下的带宽瓶颈、功耗损耗问题,大幅缩短了信号传输的时延,同时其功耗仅...

让大陆游客重回台湾

FT 中文网 📅 02/26 00:00
王子辰:恢复两岸旅游是少数能够马上落实、明显可以起到稳定局势的作用、具有操作可行性的举措之一。 全球化智库(CCG)副秘书长 王子辰 为英国《金融时报》撰稿 本文作者是非政府智库“全球化智库”(Center for China and Globalization)副秘书长 台湾海峡被普遍认为是全球最危险的潜在冲突爆发点之一。人们讨论的话题日益集中在军事演习、军售和“灰色地带”活动上。令人侧目的是缺...

中国拟对“快乐肥宅水”征税,为财政“补糖”

FT 中文网 📅 02/26 00:00
在主要经济体中,中国是少数尚未对含糖饮料征税的国家之一,但这一状况或将发生改变。 正在为财政寻找“甜头”的中国决策者们,或许已经找到了一个现成选项——对含糖饮料征税。此举每年不仅能带来数十亿元人民币的收入,还能促使中国在这一领域与全球惯例接轨。 中国是目前尚未对含糖饮料征收全国性税收的少数主要经济体之一。根据世界卫生组织(WHO)的数据,截至2024年中期,至少有116个国家已在国家层面开征了糖税...

美国逮捕涉嫌与中国合作的退役空军飞行员

FT 中文网 📅 02/26 00:00
美国司法部指控一位退役空军飞行员曾前往中国为中国人民解放军飞行员提供培训。 美国指控一名退役空军(Air Force)战斗机飞行员非法为中国军方飞行员提供培训,这是国防和情报人员被控帮助中国、从而破坏美国国家安全的最新案例。 美国司法部周三指控退役的F-15和F-16战斗机飞行员杰拉德•布朗(Gerald Brown)违法,因其在未按要求取得美国政府批准的情况下,为中国人民解放军(PLA)空军飞行...

[华源证券]上海楼市新政点评:需求端政策加码,稳定楼市目标明确

东方财富 📅 02/26 00:00
投资要点: 限购、公积金、房产税三端优化。2月25日,上海发布楼市新政,核心调整如下:1)限购:非沪籍外环内购房社保/个税年限由3年降至1年,社保/个税满3年在外环内可增购1套;持居住证满5年可在全市范围内限购1套。2)公积金:缴存人家庭的首套住房公积金贷款最高贷款额度从160万提升至240万,叠加多子女家庭和购买绿色建筑最高贷款额度上浮政策后可达324万,二套住房的最高贷款额度亦相应提升;公积金...

AMD Breakout, Nvidia Watch and Energy Warning Signals - Investing.com

Google 📅 02/25 23:59 AMD.O
AMD Breakout, Nvidia Watch and Energy Warning Signals Investing.com

Analysts say Apple is an AI 'survivor.' Here's why.

Yahoo 📅 02/25 23:58 AAPL.O
Apple (AAPL) is not an artificial intelligence (AI) winner or loser, but rather an "AI survivor," MoffettNathanson analysts say. BCA Research chief global strategist and director of research Peter Berezin, Yahoo Finance Senior Reporter Brooke DiPalma, and Yahoo Finance Senior Business Reporter Ines Ferré join Opening Bid host Brian Sozzi to discuss Apple's place in the AI race. To watch more exper...

Fund Sheds 107,000 Shares of TREX Worth $4.3 Million, According to Recent SEC Filing

The Motley Fool 📅 02/25 23:58
On February 17, 2026, Masterton Capital Management, LP disclosed in an SEC filing that it sold 107,400 shares of Trex (NYSE:TREX) in the fourth quarter, an estimated $4.34 million transaction based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Masterton Capital Management, LP reduced its position in Trex by 107,400 shares during the fourth quarter of 2025. The es...

TD Cowen Adjusts Broadcom (AVGO) Valuation, Highlights Long-Term AI Tailwinds

Yahoo 📅 02/25 23:58 AVGO.O
Broadcom Inc. (NASDAQ:AVGO) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. On February 24, TD Cowen lowered its price recommendation on Broadcom Inc. (NASDAQ:AVGO) to $405 from $450. The firm maintained a Buy rating on the shares as part of its earnings preview. In a research note, the analyst said investment […]

TD Cowen Adjusts Broadcom (AVGO) Valuation, Highlights Long-Term AI Tailwinds - Yahoo Finance

Google 📅 02/25 23:58 AVGO.O
TD Cowen Adjusts Broadcom (AVGO) Valuation, Highlights Long-Term AI Tailwinds Yahoo Finance

Why Driven Brands Stock Crashed Today

The Motley Fool 📅 02/25 23:57
Driven Brands (NASDAQ: DRVN) stock, the holding company that runs such well-known automotive services brands as MAACO, Meineke Car Care, Take 5 Oil Change, and Auto Glass Now, tumbled 35% through 10:40 a.m. ET Wednesday morning after filing notice with the SEC that "there were material errors in our previously issued consolidated financial statements for the fiscal year ended December 28, 2024 ......

Evening All Afternoon review – Erin Kellyman makes blazing stage debut as spiky stepdaughter

The Guardian 📅 02/25 23:57
Donmar Warehouse, London The 28 Years Later star joins the impressive Anastasia Hille in Anna Ziegler’s two-hander about grief and family There are many ingenious ideas in Anna Ziegler’s spare, sensitive two-hander, which features a sensational stage debut by screen star Erin Kellyman. She could not be more confident as Delilah, a bolshie, half-American daughter in mourning, who has a spiky relati...

Noteworthy ETF Outflows: SPY, XOM, JNJ, MU

Nasdaq 📅 02/25 23:57 MU.O
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street SPDR S&P 500 ETF Trust (Symbol: SPY) where we have detected an approximate $3.8 billion dollar outflow -- that's a 0.5% decrease we

Noteworthy ETF Inflows: FNDF, APTV, ZIM, BNTX

Nasdaq 📅 02/25 23:57
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Schwab Fundamental International Large Company Index (Symbol: FNDF) where we have detected an approximate $208.0 million dollar inflow -- that's a 0.

BIDU March 2027 Options Begin Trading

Nasdaq 📅 02/25 23:57 9888.HK
Investors in Baidu Inc (Symbol: BIDU) saw new options become available today, for the March 2027 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly available contracts repr

Noteworthy ETF Inflows: GLDM

Nasdaq 📅 02/25 23:57
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Gold MiniShares Trust (Symbol: GLDM) where we have detected an approximate $286.2 million dollar inflow -- that's a 0.9% increase week over week

SMH: ETF Outflow Alert

Nasdaq 📅 02/25 23:56
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Semiconductor ETF (Symbol: SMH) where we have detected an approximate $146.7 million dollar outflow -- that's a 0.3% decrease week over week

iShares MSCI Mexico ETF Experiences Big Inflow

Nasdaq 📅 02/25 23:56
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI Mexico ETF (Symbol: EWW) where we have detected an approximate $209.0 million dollar inflow -- that's a 8.8% increase week over week in

FAST March 2027 Options Begin Trading

Nasdaq 📅 02/25 23:56
Investors in Fastenal Co. (Symbol: FAST) saw new options become available today, for the March 2027 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly available contracts r

Interesting ADSK Put And Call Options For March 2027

Nasdaq 📅 02/25 23:56
Investors in Autodesk Inc (Symbol: ADSK) saw new options become available today, for the March 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly available contra

MNST March 2027 Options Begin Trading

Nasdaq 📅 02/25 23:56
Investors in Monster Beverage Corp (Symbol: MNST) saw new options begin trading today, for the March 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly trading co

Interesting KMB Put And Call Options For March 2027

Nasdaq 📅 02/25 23:56
Investors in Kimberly-Clark Corp. (Symbol: KMB) saw new options become available today, for the March 2027 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly available cont

STX March 2027 Options Begin Trading

Nasdaq 📅 02/25 23:56
Investors in Seagate Technology Holdings PLC (Symbol: STX) saw new options become available today, for the March 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newl

DXCM March 2027 Options Begin Trading

Nasdaq 📅 02/25 23:56
Investors in DexCom Inc (Symbol: DXCM) saw new options become available today, for the March 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly available contract

STLD March 2027 Options Begin Trading

Nasdaq 📅 02/25 23:56
Investors in Steel Dynamics Inc. (Symbol: STLD) saw new options begin trading today, for the March 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 387 days until expiration the newly trading cont

iShares 7-10 Year Treasury Bond ETF Experiences Big Inflow

Nasdaq 📅 02/25 23:56
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares 7-10 Year Treasury Bond ETF (Symbol: IEF) where we have detected an approximate $360.5 million dollar inflow -- that's a 0.8% increase week o

DIA, GS, AMGN, TRV: ETF Outflow Alert

Nasdaq 📅 02/25 23:56
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Dow Jones Industrial Average ETF Trust (Symbol: DIA) where we have detected an approximate $1.4 billion dollar outflow -- that's a 3.2% decreas

‘The Collapse of Everything AI’ Could Hinge on Nvidia’s Earnings. What Wall Street Expects from NVDA Stock.

Yahoo 📅 02/25 23:56 MSFT.O
NVIDIA reports earnings on Wednesday. The stakes for the AI trade, and the entire tech sector, couldn't be higher.

‘The Collapse of Everything AI’ Could Hinge on Nvidia’s Earnings. What Wall Street Expects from NVDA Stock. - Barchart.com

Google 📅 02/25 23:56 NVDA.O
‘The Collapse of Everything AI’ Could Hinge on Nvidia’s Earnings. What Wall Street Expects from NVDA Stock. Barchart.com

Amazon defended at BofA as catalysts will support AWS sentiment

Yahoo 📅 02/25 23:55 AMZN.O
Investing.com -- Bank of America reiterated its positive stance on Amazon, saying rising cloud capacity, accelerating revenue trends, and improving AI deal flow should help lift investor sentiment around Amazon Web Services.
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