Alphabet reports earnings Wednesday, and investors will be looking for more details on the company's deal with Apple to revamp the Siri virtual assistant with Google's Gemini artificial intelligence technology.While Wall Street is expecting Google to report a 15% year-over-year increase in its fourth-quarter revenue, much of the attention during the company's earnings call will be on any new details about the Siri-Gemini deal, analysts told CNBC. The earnings on Wednesday will be the first time Alphabet's l ...

Market Performance - First Call portfolio achieved a cumulative return of 17% from October 2025 to present, outperforming QQQ (4.48%) and SPY (4.87%) significantly[5] - In January 2026, the First Call portfolio recorded a monthly return of 10.58%[5] Currency and Commodity Trends - The Brazilian Real appreciated by 5.79% against the US Dollar in January, while the Australian Dollar also showed strength[8] - Emerging markets outperformed the US market in January, with South Korea (EWY) leading at 25.9%, followed by Peru (EPU) at 19.7%, Colombia (COL) at 17.73%, and Brazil (EWZ) at 16.59%[10] Investment Strategy Adjustments - The portfolio adjusted positions by liquidating high-volatility stocks and increasing holdings in more stable assets, such as raising the position in CCJ to 10%[8] - Cash reserves were increased to allow for potential buying opportunities in the market[8] Economic Outlook - The US Dollar is expected to stabilize or appreciate in the short term, with potential upward movement due to technical support from short covering in February[20] - The Federal Reserve's recent stance indicates a stable economic expansion, which may limit the appreciation of the Euro and Yen against the Dollar[20] Technology and AI Developments - AI applications like Clawdbot and cowork are gaining traction, enhancing operational efficiency despite concerns over permissions and costs[21] - The integration of Gemini mode in Google Chrome is expected to enhance the ecosystem's capabilities, making it more user-friendly and powerful[21]

分组1: Palantir Technologies - Palantir Technologies reported fourth-quarter results with an adjusted earnings of $0.25 per share and revenue of $1.4 billion, reflecting a 69.2% year-over-year increase [3] - U.S. revenue rose by 93%, with U.S. commercial revenue growing 137% and U.S. government revenue increasing by 66% year-over-year [3] - For Q1 fiscal 2026, Palantir expects revenue between $1.532 billion and $1.536 billion, exceeding the $1.33 billion estimate, and for the full year, revenue is projected between $7.182 billion and $7.198 billion, above the consensus estimate of $6.28 billion [3] 分组2: California Electric Vehicle Incentive Program - California Governor Gavin Newsom proposed a $200 million electric vehicle incentive program aimed at first-time buyers, requiring manufacturers to offer matching incentives [4] - The program would provide rebates for passenger vehicles priced at or below $55,000, $80,000 for vans, SUVs, and pickup trucks, and $25,000 for used vehicles [4] 分组3: Amazon Job Cuts - Amazon plans to eliminate an additional 2,200 corporate jobs, following previous cuts of 14,000 in October and 16,000 announced recently [5][7] - The job separations are set to begin on April 28 across various locations in Washington, with 401 positions lost due to facility closures [6]

2026年的苹果新品潮即将拉开帷幕，传闻中的廉价MacBook与M5 Pro/Max版MacBook Pro有望同台登场，为MacBook二十周年添上重磅注脚。同时苹果全 年还计划推出超20款硬件新品，从折叠iPhone到智慧家居中枢全面开花。 从廉价产品防守市场，到折叠设备与专业旗舰进攻高端，苹果2026年的产品策略清晰又激进。在PC市场竞争加剧的背景下，这种全面布局既是机遇也是 挑战。如何平衡产品生命周期与用户体验，将考验苹果的产品把控能力。 双MacBook领衔登场 苹果素来偏爱在春季更新Mac产品线。此次或将登场的两款MacBook定位截然不同：一款是搭载M5 Pro/Max芯片的专业级旗舰，另一款则是传闻已久的廉 价MacBook，前者主攻性能巅峰，后者剑指入门市场，形成清晰的产品梯度。此外，新款Studio Display显示器也有望同步亮相，搭载iPhone 17同款A19处 理器，支持120Hz高刷与独立智能家居功能，进一步完善专业创作生态。 扩展性方面，M5 Pro预计至少支持两台6K外接显示器，M5 Max则可支持四台，搭配全新N1芯片带来的Wi-Fi 7与蓝牙6，网络传输与AirDrop ...

Group 1 - Dow futures rose by 0.05%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.51% [1] - Intel's stock rose by 2.27% following a partnership with SoftBank's SaiMemory to develop next-generation memory technology, aiming for prototype production by the end of FY2027 and commercialization in FY2029 [2] - Tesla's stock increased by 1.16% after SpaceX announced the acquisition of xAI, with a total valuation of $1.25 trillion for the new entity [3] Group 2 - Apple's stock fell by 0.93% as it plans to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades rather than adopting the newer N2P process [4] - Waymo completed a $16 billion funding round, raising its valuation to $126 billion, with plans to expand its autonomous taxi fleet to several international cities [5] Group 3 - AES's stock rose by 6.99% as BlackRock's GIP and EQT are reportedly collaborating to bid for the company, which provides renewable energy services to major tech firms [6] - Uber's stock increased by 0.89% as it announced the restart of its ride-hailing service in Macau, offering various language options and luxury car services [7] Group 4 - Palantir's stock surged by 10.92% after reporting Q4 earnings of $0.25 per share, exceeding expectations, with revenue of $1.41 billion, a 70% year-over-year increase [8] - Tesla launched a new all-wheel-drive version of the Model Y in the U.S. at a price of $41,990, approximately $5,000 lower than the previous base model [9] - Spot gold prices rose nearly 6% to over $4,900 per ounce, while silver prices increased by over 10% [10]

证券研究报告 行业研究 / 行业点评 2026 年 02 月 03 日 行业及产业 AI 算力需求爆发，带动半导体设备、存储赛道景 气度上行 电子 强于大市 投资要点： 一年内行业指数与沪深 300 指数对比走势： 相关研究 《电子行业周报：Intel 25Q4 服务器与人工智 能业务增长亮眼》2026-01-26 《电子行业跟踪报告：存储封测或将迎来戴维 斯双击》2026-01-26 谱 IPO 成功》2026-01-20 《电子行业周报：台积电 25Q4 单季度业绩创 历史新高》2026-01-19 《电子行业周报：NVIDIA 宣布 Rubin 平台全 面量产》2026-01-12 许亮 S0820525010002 0755-83562506 xuliang@ajzq.com 朱俊宇 S0820125040021 021-32229888-25520 zhujunyu@ajzq.com ——电子行业周报（2026/1/26-2/1） 资料来源：聚源数据，爱建证券研究所 本周（2026/1/26-2/1）SW 电子行业指数（-2.51%），涨跌幅排名 19/31 位，沪深 300 指数（+0.08%）。 ...

Core Insights - Microsoft CEO Satya Nadella's shift in focus to AI highlights the necessity for tech leaders to master AI for continued success [1] - The trend of long CEO tenures in Silicon Valley is changing, with AI playing a significant role in determining how long these leaders remain in their positions [2][3] - The average global CEO tenure has decreased to 7.2 years, indicating a growing demand for adaptability and effectiveness in response to AI advancements [3] Group 1: CEO Tenure and AI - The average tenure of current CEOs in 2025 is projected to be down 14% from 2023, reflecting the pressures of adapting to AI [8] - Industry observers expect the next generation of CEOs to be younger and more fluent in AI, as boards seek leaders who can navigate rapid changes [4] - The urgency for CEOs to possess AI-oriented sensibilities is not limited to tech companies, as every industry is poised for transformation by AI [10] Group 2: CEO Adaptability and Strategy - CEOs are expected to demonstrate a beginner's mind and adaptability, moving away from traditional approaches to leadership [4][13] - The complexity of AI's impact has led to an increase in co-CEO arrangements, as companies seek to blend diverse skill sets [16] - CEOs must be prepared to reinvent their businesses rapidly in the face of AI advancements, as exemplified by the rapid evolution of technologies like ChatGPT [18] Group 3: Industry Examples - Walmart and Target's new CEOs emphasize their comfort with AI, reflecting the technology's growing influence on retail [11] - Delta Air Lines and United Airlines are leveraging AI for operational improvements, showcasing its critical role in various sectors [11] - The mention of AI in S&P 500 earnings calls has surged, indicating that investors are increasingly focused on AI's impact on business performance [11]

彭博社记者Mark Gurman在最新一期Power On专栏，分享一个关于iPhone产品线的有趣可能 性：一款体积更小、采用翻盖式设计的折叠iPhone。虽然这种机型距离真正问世还很遥远，但苹 果正在评估这个想法。 这其实不算是大家第一次听到苹果正在考虑类似Galaxy Z Flip的翻盖式折叠iPhone，外媒The Information在2024年曾报导，苹果在探索折叠iPhone的推出方式时，曾经制作过几款翻盖式原 型机。最终，书本式折叠设计胜出，有机会在今年稍晚亮相。 图片来源：拍信网 如今，翻盖式设计的想法又被搬上台面。 " 目前在苹果实验室，还有另一款折叠设备正在评估 中：一款方形、翻盖式设计的折叠手机 " ，Mark Gurman表示。 " 这项产品是否真的会进入市场，仍未确定。 " Mark Gurman表示， " 不过，苹果正在押注第一 款折叠iPhone能够取得成功，为这个产品类别带来实质需求，并相信消费者会希望看到更多不同 的外型与尺寸，如同传统直式iPhone一样。 " 考虑到目前甚至还没有任何发布时程的概念，这个构想明显处于非常早期的阶段。不过，令人振 奋的是，苹果似乎不只规划 ...

These Buffett stocks could easily beat the market over the next 12 months.Sure, Warren Buffett has passed the torch as Berkshire Hathaway's (BRK.A +0.96%) (BRK.B +1.35%) CEO to Greg Abel. However, I still view all of the stocks currently in Berkshire's portfolio as Buffett stocks. They were all either personally picked by the legendary investor or by someone else operating under his watchful eye.Quite a few of the stocks Berkshire Hathaway owns are good picks right now. Here are three Buffett stocks to buy ...

| INTC 英特尔 | | | | --- | --- | --- | | 48 810 + +2.340 +5.04% | | 收盘价 02/02 16:00 美东 | | 49.840 ↑ 1.030 +2.11% | | 盘前价 02/03 04:34 美东 | | 三 71 24 华 15 9 月 ♥ 白选 | | ● 快捷交易 | | 最高价 49.840 | 开盘价 45.630 | 成交量 1.01亿 | | 最低价 45.500 | 昨收价 46.470 | 成交额 49.21亿 | | 平均价 48.527 | 市盈率TTM 亏损 | 总市值 2437.57亿(…) | | 振 幅 9.34% | 市盈率(静) 亏损 | 总股本 49.94亿 | | 换手率 2.03% | 市净率 2.132 | 流通值 2433.51亿 | | 52周最高 54.600 | 委 比 60.00% | 流通股 49.86亿 | | 52周最低 17.665 | 量 比 0.70 | 色 主 1股 | | 历史最高 62.294 | 股息TTM -- | | | 历史最低 0.495 | 股息率ITM -- ...