每经AI快讯，1月23日，美股三大指数收盘集体上涨，道指涨0.63%，纳指涨0.91%，标普500指数涨 0.55%。大型科技股集体上涨，万得美国科技七巨头指数上涨1.47%。个股方面，脸书涨超5%，特斯拉 涨逾4%，微软涨超1%，亚马逊涨逾1%，英伟达涨0.77%，谷歌涨0.65%，苹果涨0.28%。 ...

Celestica Inc. ( CLS ) shares have had an outstanding 12-month run as AI demand has sent operating results higher, but the stock is dropping in Thursday trading after a report that Alphabet ( GOOG ) (To follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of colleg ...

谷歌正在帮助AI模式提供更个性化的搜索响应，允许聊天机器人分析用户的Gmail和Google Photos帐 户。在上周为Gemini AI推出之后，"个人智能"现已上线，通过从用户的电子邮件和照片中收集信息， 自动调整AI模式的搜索结果，以符合用户的兴趣和日常生活，而无需用户手动创建和调整偏好设置。 例如，谷歌表示，个人智能允许AI模式通过参考Gmail中的酒店预订和照片中的假期照片来建议旅行行 程。如果用户经常拍摄与冰淇淋的自拍照，它可以为用户推荐冰淇淋店。当使用AI模式进行在线购物 时，它可以优先推荐用户之前穿过或购买过的品牌的产品。 ...

Waymo robotaxis can now be hailed by the public in Miami. The company said Thursday it will initially open the service, on a rolling basis, to the nearly 10,000 local residents on its waitlist. Once accepted, riders will be able to hail a robotaxi within a 60-square-mile service area in Miami that covers neighborhoods such as the Design District, Wynwood, Brickell, and Coral Gables. Waymo said it plans to eventually expand to Miami International Airport, but didn’t provide a timeline beyond that it was co ...

Key Points Micron's AI memory demand is unprecedented. Alphabet's Google Gemini is quickly becoming a default AI chatbot. No company can match Taiwan Semiconductor's AI manufacturing prowess. 10 stocks we like better than Micron Technology › It's no surprise to anyone interested in investing that owning tech stocks is one of the best ways to experience impressive gains. Unfortunately, not all tech stocks that are soaring right now will continue to do so in the coming years. How can investors fi ...

Meta's stock been a Big Tech laggard, but a new frontier AI model could soon bridge the valuation gap relative to Alphabet's stock, Jefferies analyst Brent Thill said. ...

本文源自：金融界AI电报 谷歌涨近2%，Meta涨3.3%，苹果涨超1%。 ...

（原标题：黄仁勋等科技大佬齐聚达沃斯? 畅谈 AI 泡沫与智能进程） 在日前达沃斯举行的世界经济论坛上，英伟达、谷歌、微软、OpenAI、Palantir等高管围绕人工智能泡 沫以及AI对劳动力市场影响展开了讨论，并且普遍认可AI治理上需要达成全球协作。 否认AI泡沫 2026年英伟达创始人兼CEO黄仁勋首次出席达沃斯，与贝莱德CEO劳伦斯·芬克对话时，就AI泡沫问题 回应，检验AI是否有"泡沫"的方法是看实际需求。目前英伟达在全球各大云中部署的数百万颗GPU正被 广泛使用，且供不应求；同时，GPU的租赁现货价格正在上涨，新创立的AI公司数量庞大，同时越来 越多的公司正将研发预算转向AI。 "之所以有人觉得是泡沫，恰恰是因为我们投的规模太大；而规模大，是因为我们得从下到上，把支撑 AI的每一层基础设施都给建起来。"黄仁勋强调，2025年是有史以来风险投资规模最大的一年，全球超 过1000亿美元，其中大部分流向了AI原生企业，这些企业都需要基础设施。 微软CEO萨提亚·纳德拉指出，泡沫的核心风险是收益集中与价值空转。"如果AI增长仅由投资驱动，便 可能是泡沫的征兆。"他提出避免泡沫的核心是均衡分配收益，AI必须 ...

Core Insights - The article discusses the latest trends and developments in the investment banking sector, highlighting key financial metrics and market movements. Group 1: Industry Trends - The investment banking industry is experiencing a shift towards digital transformation, with firms increasingly adopting technology to enhance efficiency and client engagement [1]. - Recent data indicates a significant increase in M&A activity, with total deal value reaching $500 billion in the last quarter, marking a 20% increase year-over-year [1]. Group 2: Company Performance - Major investment banks reported strong earnings, with an average revenue growth of 15% across the sector, driven by increased trading volumes and advisory fees [1]. - One leading firm announced a net income of $2 billion for the quarter, reflecting a 25% increase compared to the previous year, attributed to robust performance in capital markets [1].

Core Viewpoint - Waymo has launched its robotaxi service for paying riders in Miami, marking a significant step in its 2026 market expansion strategy, positioning itself ahead of competitors like Tesla and Zoox [1] Group 1: Service Launch and Expansion - Waymo's robotaxi service is now available in a 60-square-mile area of Miami, including key neighborhoods such as the Design District, Wynwood, Brickell, and Coral Gables [2] - The company began testing its vehicles in Miami in early 2025 and plans to extend services to Miami International Airport in the future [2] Group 2: User Engagement and Partnerships - Nearly 10,000 Miami residents have signed up to try the robotaxi service, with new riders being invited on a rolling basis [3] - Waymo is collaborating with mobility company Moove for fleet management services, which include vehicle charging, cleaning, and repairs [3] Group 3: Safety and Operational Challenges - Waymo has faced public concerns regarding the safety and driving behavior of its vehicles, particularly highlighted by incidents of gridlock during storms and power outages in San Francisco [4] - The company is actively refining its systems to improve navigation during adverse weather conditions [4]