兄弟姐妹们啊，今晚全球市场不平静。 首先看中国资产方面。1月14晚间，多家A股公司发布"降温"公告，多只热门牛股包括嘉美包装、引力 传媒、友邦吊顶、卓易信息、光云科技、上纬新材等称，如未来股票价格进一步异常上涨，可能申请停 牌核查。 此外，易点天下因为连续9个交易日收盘价涨幅偏离值累计超过100%，股票停牌核查。上交所宣布对国 晟科技相关投资者采取暂停账户交易等措施。 多个组合拳之下，富时中国A50指数期货下跌，港股夜盘，恒生指数期货以及恒生科技指数期货下跌。 美股方面，1月14日晚间，三大指数跳水下跌。截至发稿，道指跌约270点，纳斯达克指数跌超1.5%， 标普指数跌近1%。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □" | | --- | --- | --- | --- | | Applovin Corporation | | 602.70 | -9.86% | | US APP | | | | | 安谋 | | 102.45 | -5.00% | | us ARM | | | | | 博通 | | 338.19 | -4.63% | | US AVGO | | | | | 甲骨文 | | 19 ...

As you might expect, the fund places a heavy emphasis on technology stocks, which comprise 42% of its holdings. Communication services (23%), consumer cyclical stocks (17.8%), and financial services (16.4%) make up the rest. As of this writing, the fund contained 44 stocks, with the top 10 holdings accounting for 51% of the fund.The Ark Next Generation ETF is an actively managed fund that invests in stocks under the theme of next-generation internet. The fund, which has $2.1 billion in assets under manageme ...

行业研究丨点评报告丨软件与服务 [Table_Title] AI 产业速递：谷歌正在进行哪些布局？ 报告要点 [Table_Summary] 谷歌已构建起从 TPU 算力基础设施、Gemini 多模态模型家族，到 AI Studio 及 Vertex AI 开发 者平台的全栈闭环不断赋能 AI 布局并加深数据护城河。当前 AI 应用加速走向兑现，我们认为 板块具备一定持续性，坚定看好智谱、Minimax 等大模型公司上市后表现，当前核心边际包括 （1）模型能力提升&发布事件催化；（2）商业模式推进（C 端流量入口逻辑&B 端劳动力替代 逻辑）。2026 年模型范式变化有望带来超额机会，长期看好 AI 产业升级机遇。 分析师及联系人 [Table_Author] 宗建树 刘思缘 SAC：S0490520030004 SFC：BUX668 丨证券研究报告丨 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title2] AI 产业速递：谷歌正在进行哪些布局？ 2026-01-14 行业研究丨点评报告 [Table_S ...

智通财经APP获悉，周三，科技股普遍走低，截至发稿，Meta(META.US)跌超1.7%，亚马逊 (AMZN.US)跌超1.8%，特斯拉(TSLA.US)跌超1.9%，英伟达(NVDA.US)跌超2.6%，AMD(AMD.US)跌 超2.3%，甲骨文(ORCL.US)跌超3%，奈飞(NFLX.US)、微软(MSFT.US)、谷歌(GOOG.US,GOOGL.US) 跌超1.3%，苹果(AAPL.US)跌0.6%。 ...

If you aren’t watching the story unfolding at Alphabet (GOOG, GOOGL), you need to wake up. Shares of the search giant are already up 7.7% this year and the company’s market cap has settled above $4 trillion. It's the best-performing member of the "Magnificent Seven" in 2026 by a country mile. For comparison, shares of AI chip darling Nvidia (NVDA) are down slightly on the year. "I think Google could end the year with the highest market cap [in the market]," veteran trader and Thinkorswim founder Tom So ...

财联社整理了2026年部分经济数据发布日期和重要会议的日程，制作成了2026年投资日历，助力广大投资者2026年投资顺利。 | 2025年、2025 LPR报价 | | | | 公募基金2025 | | --- | --- | --- | --- | --- | | 年四季度GDP | | | | 年四季报强制 | | 2025年12月70 | | | | 披露截止 | | 城房价 | | | | 2026北京商业 | | | | | | 航天展暨大会 | | 26 27 | | 28 29 30 | 31 | | | | | 美国 美国 | 中国 | | | | | 美联储 (FOMC) 2025年12月 | A股所有板块年 | | | | | 公布1月议息会 PPI | 报预告有条件 | | | | 议决定 | | 强制披露截止 | | · 2025年中国经济年报 扫码了解更多 声明: 上述信息基于公开资料整理,仅供参考,具体请以实际情况为准,相关信息不构成投资建议,投资入市需谨慎。 C 则联社 FEB.2026 聚焦2026年中央 =文书 注: 2 A股节日休市 霞 美股休市 秒 港股休市 北 沪深股通 ...

Core Insights - The Chinese AI glasses market is entering a new phase after the "Hundred Glasses War" in 2025, with significant developments expected in 2026 as major players like Baidu and ByteDance join the competition [1][2] - Global market dynamics are shifting, with Meta maintaining a dominant position, while Google and Apple are also making strategic moves to capture market share [1][6] Investment and Financing - Companies like Thunderbird Innovation and Flash Technology have recently secured significant funding, indicating strong investor interest in the AI glasses sector [3][4] - Thunderbird Innovation raised over 1 billion yuan, while Flash Technology completed a financing round of nearly 100 million yuan to support the development of new AI glasses [3] Market Dynamics - The AI glasses market is expected to experience explosive growth in 2026, driven by successful commercialization efforts from companies like Ray-Ban Meta and the anticipated entry of tech giants like Apple and Samsung [5][6] - The global AI smart glasses market is projected to grow from 6 million units in 2025 to 20 million units in 2026, with revenue increasing from $1.2 billion to $5.6 billion [9] Competitive Landscape - The entry of major internet and mobile companies is intensifying competition, leading to potential market share erosion for existing players while also creating opportunities for startups [8][9] - The current consumer base for AI glasses primarily consists of early adopters, and the market has yet to establish a strong "must-have" demand [4][5] Technological Advancements - The introduction of eSIM technology is seen as a significant step towards making AI glasses independent devices, enhancing their functionality beyond being mere accessories [3] - Improvements in product quality and user experience are critical for retaining customers, as many users currently engage with AI glasses primarily out of curiosity [4][5] Ecosystem Development - Google is actively working on building an Android XR ecosystem through partnerships with companies like Qualcomm and Samsung, aiming to create a robust hardware ecosystem for smart glasses [6][7] - The ongoing development of the Android XR ecosystem is expected to foster innovation and application expansion in the smart glasses market, although widespread adoption may take time [7][8]

每经记者｜宋欣悦 每经编辑｜何小桃 高涵 ②【被立案调查，携程跌超10%】携程跌超10%。消息面上，据央视新闻，1月14日，市场监管总局根据前期核查，依据《中华人民共和国反垄断法》， 对携程集团有限公司涉嫌滥用市场支配地位实施垄断行为立案调查。 ⑦【美国政府批准向中国出口英伟达H200芯片】据央视新闻，当地时间1月13日，美国政府批准英伟达向中国出口其人工智能芯片H200。该决定预计将重 启H200芯片对中国客户的出货。 ③【特斯拉将停售FSD买断版，全面转向订阅制模式】1月14日，特斯拉CEO马斯克发文称，2月14日起全球市场将停止销售FSD（完全自动驾驶能力）一 次性买断版，此后该功能仅以月度订阅形式提供。 ⑧【英特尔盘前涨超4%，特朗普称苹果已投资英特尔】英特尔盘前涨超4%。消息面上，白宫官方发布的视频显示，特朗普在采访时透露，"苹果公司已 出手投资英特尔"。目前，苹果公司及英特尔尚未证实此事。 ④【花旗：未来三个月金价或突破5000美元/盎司】花旗集团分析师周二在报告中指出，将黄金未来三个月的目标价上调至5000美元/盎司。但在达到高位 后，黄金和白银很可能出现回调。 ⑨【Rivian盘前跌超3%】美 ...

Group 1 - A coalition of women's groups, tech watchdogs, and progressive activists is urging Alphabet and Apple to remove the social media site X and its related chatbot, Grok, from their app stores [1]

1月14日消息，苹果与谷歌联合宣布达成多年期深度合作协议，苹果下一代基础模型（Apple Foundation Models）将基于谷歌Gemini模型及云技术构建，为 Apple Intelligence功能及今年推出的个性化Siri提供核心技术支持。这一跨界合作引发行业广泛关注，同时也招致特斯拉创始人埃隆・马斯克的强烈不满。 图片来源：苹果官网 Gemini赋能苹果AI，隐私标准保持独立 图片来源：苹果官网 合作动因：苹果短期压力下的务实选择 天风国际证券苹果分析师郭明錤指出，苹果此次选择与竞争对手谷歌合作，核心是迫于两大短期挑战。一方面，苹果今年WWDC（全球开发者大会）上的 AI功能展示已无失败空间，必须拿出具备竞争力的产品；另一方面，随着云端AI技术发展，用户对AI服务质量的期待持续提升，即便苹果兑现此前对Apple Intelligence与Siri的承诺，也已难以满足当前市场需求，亟需更强的设备端AI模型支撑。 图片来源：苹果官网 尽管郭明錤认为，设备端AI短期内难以直接推动硬件出货量增长，但此次合作能有效缓解苹果来自行业竞争与用户期待的双重压力。不过他也强调，AI终 将成为硬件、操作系统与用户 ...