2,748,647+$32.31+7.67%$453.44[Exelon][EXC]• Vol: 24,171,741+$3.10+6.97%$47.55## Top Losing Stocks[Baxter International][BAX]• Vol: 28,020,199-$3.5615.99%$18.71[Tyler Technologies][TYL]• Vol: 2,531,055-$52.2115.39%$287.04[C.H. Robinson][CHRW]• Vol: AM EST While others see an inflating AI bubble that could burst and lose investors a boatload of money, others see underinvestment…]## 3 Tech ETFs for Exposure Beyond the Mag 7[Joey Frenette | Jan 21, 2026 at 9:10 AM EST The tech sector has been getting a tad too ...

当谷歌、Meta的万卡算力集群昼夜运转，一场看不见的"电力危机"正在蔓延。AI数据中心的功耗从以往的 50MW飙升至120MW甚至1GW，老旧电网不堪重负。 而燃气轮机，这个被誉为"工业皇冠上的明珠"的设备，正凭借启动快、效率高、适配性强的优势，成为解决算 力供电缺口的核心答案，行业迎来供需错配的黄金周期。 01 四重逻辑支撑，燃气轮机景气度上行 这波燃气轮机板块的强势，绝非短期炒作，而是 "需求爆发 + 供给刚性约束 + 技术壁垒支撑 + 海外景气传导" 四 重逻辑的深度共振，行业已从传统强周期属性，叠加 AI 算力带来的成长属性，进入实质性上行周期。 AI 算力爆发带来的用电缺口，是行业增长的核心引擎，且需求呈现结构性分化特征。更关键的是，生成式 AI 对电力的渴求并非线性增长，而是指数级攀升。根据美国能源部数据，2023 年 AI 数据中心用电量已占全美用电 量的 4.4%，预计 2030 年将升至 16%，对应发电能力需求达 104-130GW。 美国电网基础设施平均寿命超 35 年，老化严重，而核电（建设周期 8-14 年）、风光储（并网滞后 + 稳定性不 足）、地热能（地域限制 + 7 年以上建设 ...

Core Insights - The article highlights the performance and outlook of several companies, including Alphabet Inc., Caterpillar Inc., T-Mobile US, Inc., and Onfolio Holdings, Inc., based on recent research reports from Zacks Equity Research [2][4][10][13]. Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past six months, with a growth of 53.1% compared to the industry's 45.7% [4]. - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud reporting a backlog of $240 billion, up 55% sequentially [4][5]. - Alphabet has over 325 million paid subscriptions across its consumer services, with significant adoption of Google One and YouTube Premium [5]. - The launch of personal intelligence in AI Mode and the Gemini app is expected to enhance Alphabet's prospects, although competition in cloud computing remains a concern [6]. Caterpillar Inc. (CAT) - Caterpillar's shares have outperformed the Zacks Manufacturing - Construction and Mining industry, increasing by 88.8% over the past six months [7]. - The company returned to earnings growth in Q4 2025, with a modest increase of 0.4% after five quarters of declines, despite ongoing tariff headwinds projected to impact $2.6 billion in 2026 [8]. - A record backlog of $51.2 billion is expected to support future sales, with growth driven by rising construction activity and steady commodity demand [9]. T-Mobile US, Inc. (TMUS) - T-Mobile's shares have underperformed the Zacks Wireless National industry, declining by 16.2% over the past six months [10]. - The company reported strong Q4 2025 results, exceeding Zacks Consensus Estimates, driven by significant growth in service revenues and postpaid net customer additions [11]. - In Q4, T-Mobile added 2.4 million postpaid net customers, with a bullish outlook for fiscal 2026 supported by efficient capital management [12]. Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have underperformed the Zacks Internet - Commerce industry, with a decline of 52.7% over the past six months [13]. - The company is facing persistent net losses and rising SG&A expenses, with challenges related to heavy amortization from acquisitions and increasing debt [13][14]. - Despite these challenges, Onfolio is experiencing solid revenue and gross margin expansion, driven by a diversified portfolio and growth in recurring service contracts [15].

以上内容基于公开资料整理，不构成投资建议。 根据卡特彼勒公布的2025年全年业绩报告，公司对2026年保持谨慎乐观，预计全年销售和收入增长将接 近长期复合年增长率目标（5%-7%）的上限，这将是市场关注的重点。 行业政策与环境 2026年全球经济环境存在变数，如美国的关税政策可能出现新的调整，欧盟自2026年起征收的碳边境税 可能影响全球贸易格局，以及主要经济体央行的货币政策转向宽松，这些因素都可能对卡特彼勒的全球 业务产生间接影响。此外，美国经济在2026年预计呈现"先强后稳"格局，全年GDP增速约2.4%，高于市 场预期，这可能为卡特彼勒的需求环境提供支撑。 经济观察网 卡特彼勒作为世界领先的建筑和采矿设备制造商，其股票在2026年可能受到以下事件的影 响，这些事件基于近期公开信息整理。 业绩经营情况 ...

With investors suddenly jittery over software and other tech stocks, the script has flipped. ...

It expects sales to roughly double to $21.37 billion by 2035 as demand for submarines, warships and icebreakers grows, fueled by increasing geopolitical tensions. ...

Argus Research将卡特彼勒的目标价从625美元上调至820美元，维持"买入"评级。(格隆汇) ...

来源：芝麻AI 一、国际新闻 美国众议院以219票对211票通过一项决议，终止特朗普实施的对加拿大关税措施[1]。 美国能源部长赖特表示，对委内瑞拉石油的"禁令"实质上已解除，这是一个历史性转折点，赖特在访问 期间将直接与委内瑞拉临时领导层接触，并计划会见当地石油生产商[2][3][4][5]。 现货白银突破85美元/盎司，日内涨0.69%，纽约期银同步突破该关口，日内涨0.55%[24][25]。 WTI原油失守63美元/桶，日内涨0.91%；美国至2月6日当周EIA原油库存853万桶，远超预期的79.3万桶 [26][27]。 比特币跌破66000美元，日内跌4.18%[28]。 欧洲市场方面，德国总理默茨呼吁欧盟去监管，称欧盟项目审批流程过慢，对比中国速度"太慢了"，需 改革许可流程，未获及时处理的项目应自动视为批准[29]。 法国卫生部通报，已有三名婴儿因食用被召回的婴幼儿配方奶粉死亡，约50起相关报告中14例住院，涉 事产品疑含蜡样芽孢杆菌毒素，此前达能、雀巢等企业已在多国召回相关产品[30]。 美国总统特朗普称，煤炭是美国最可靠的能源形式，今年煤炭发电量将增长约25-30%，同时其表示美 国股市刚 ...

DUSL ETF: Trade the New Industrial Revolution in 2026ETF Trends is now VettaFi. Read More --Energy was the [top performing sector] in January, but one potential play traders may want to consider is industrials. More specifically, the [Direxion Daily Industrials Bull 3X Shares (DUSL)] could present short-term opportunities to capitalize on as the sector exhibits upside.The fund tracks the Industrials Select Sector Index (IXITR), which targets domestic companies in the industrials sector. The Index covers a w ...

每经AI快讯，周三美股三大股指收盘涨跌不一，道指跌0.15%，纳指跌0.16%，标普跌0.03%。英伟达、 苹果涨近1%，谷歌、微软跌超2%，亚马逊跌超1%，Meta微跌，博通、特斯拉微涨，卡特彼勒涨超 4%，美光科技涨近10%。 ...