| Rank ♦ | Name | | | ਵੈ Market Cap | 승 | Today & | Pr | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | Gold GOLD | | $32.518 T | $4,677 | -1.44% | ( | | 2 | | NVIDIA NVDA | | $4.653 T | $191.13 | -0.72% | | | 3 | | Silver | | $4.331 T | $76.95 | -2.01% | | | | | SILVER | | | | | | | 4 | | | Alphabet (Google) | $4.086 T | $338.53 | -0.04% | | | | | GOOG | | | | | | | 5 | | Apple | | $3.813 T | $259.48 | 0.46% | | | | | AAPL | | | | | | | б | | Microsoft | | $3.195 T | $430.29 | -0.74% | | | | | M ...

该原型率先向美国Google AI Ultra订阅用户开放。 如果人工智能领域的进步可以看作一部交响乐，那么过去几年，乐章的主题无疑是"生成"——生成文 字、图像、声音乃至视频。然而，在2026年初，一段崭新的旋律被奏响：它不仅生成，更能构建。 北京时间1月30日凌晨，谷歌DeepMind向外部开放了Project Genie，它被认为是目前最先进的世界模型 之一，可以算是世界模型Genie3的实验性研究原型，也是这套世界模型第一次以可交互形态对公众开 放。 "Genie"这个单词源于阿拉伯语 jinni（精灵），后经法语变形成 génie后成为一个英语词汇，最常见的含 义是指阿拉伯和伊斯兰神话传说中，一个能实现召唤者愿望的"精灵"或"神怪"。谷歌DeepMind将其世 界模型项目命名为"Project Genie"（精灵计划），正是在阐释该神话的内涵：这个AI模型能将你用文字 描述的任何场景（召唤者的愿望），瞬间生成一个可以进入并交互的虚拟世界。 当AI不仅能够描绘梦境，更能让人走进梦境并与之互动时，我们所讨论的"虚拟"与"现实"的边界，或许 已到了需要被重新思考的时刻。 目前，该原型率先向年满18岁的美国 ...

Core Insights - Omdia's report predicts that by 2029, retailers will control 47% of the North American TV operating system (OS) market share, up from 27% in 2025, indicating a shift towards retail media advertising driven by e-commerce rather than traditional TV sales [1] - The global TV OS market is evolving into three distinct segments, with localized Android ecosystems in China maintaining a dominant 96% market share, while Google TV leads in other regions with a 40% share, which is expected to be gradually divided among competitors Vidaa, Titan, and TiVo [1] Group 1 - By 2027, North America is expected to reach a turning point, with Walmart's CastOS devices projected to ship 14 million units, benefiting from Walmart's acquisition of Vizio and the expansion of its CastOS platform [4] - Following the acquisition, Walmart is expected to increase Vizio's shipments from 4.8 million units in 2024 to 6.6 million units in 2025, a growth of 37.5%, while Amazon's FireTV shipments are projected to rise from 6.1 million units in 2024 to 6.8 million units in 2025, an increase of 11.5% [4] - By 2029, Walmart's CastOS devices are expected to reach 14.8 million units, while Amazon's FireTV is projected to reach 8.8 million units, resulting in a total shipment of 23.6 million units and a market size of 50 million units [4] Group 2 - At the 2026 CES, VIDAA OS will undergo significant changes, rebranding to V Home OS to reflect its broader role beyond just television, and announcing a partnership with Microsoft to integrate Copilot generative AI features into the platform [4] - Google has integrated Gemini AI into Google TV, launching interactive shoppable video features at CES, which aim to seamlessly connect viewing and purchasing experiences through AI recognition of products on screen [4] - The emphasis on "conversational shopping" allows users to inquire about products while watching, with the TV identifying brands and providing options to add items to a shopping cart, highlighting the growing importance of shopping functionalities across multiple TV OS platforms [4]

一名中国籍前谷歌（ Google）工程师因窃取美国人工智能（AI）核心技术机密 （ 包括 TPU GPU 等 ）， 上周 在美国旧金山联邦法院被裁定七 项盗窃商业机密及七项经济间谍罪名成立，每项罪名或面临 10的监禁刑期。 案件发生于 2022 至 23 年，现年 38 岁的 丁林伟 从 Google 的网 络中偷取了超过二千页内有 AI 商业机密的资料，然后在中国成立 AI 公司 谋取利益 。 被告人丁林伟在 2022 年 5 月至 2023 年 4 月任职谷歌期间的相关行为经庭审审理，最终被裁定 14 项罪名成立，其中包括经济间谍罪和商业秘 密盗窃罪。检方指控，丁林伟在复制谷歌内部技术文档的同时，还为 自己在 中国 的初创 企业争取风险投资。 合作洽谈，进入公众号：服务—>商务合作 美国司法部通过一份追加起诉文件指出，被盗取的资料涵盖七大类商业秘密，这些内容完整披露了谷歌 AI 数据中心的设计、搭建与运营核心方案， 其中包括张量处理单元（TPU）的底层技术规格、谷歌内部 TPU 指令集，以及与高带宽内存（HBM）访问、芯片间互连相关的性能参数。此外， 丁林伟还被证实窃取了描述 TPU 系统架构的文档，以及 ...

Accessible version Global Memory Tech Weekly theme: memory industry model update, softening DRAM spot, LGE upside Price Objective Change Global DRAM/NAND sales forecasts raised by 25% We updated our global memory+HBM industry model following Samsung Electronics' and SK Hynix's 4Q25 earnings results. Key changes to our 2026 estimates vs earlier include: 1) 20%+ higher ASPs (for both DRAM and NAND); 2) slightly higher bit growth; 3) capex increase, largely driven by HBM and infrastructure investments (shell f ...

【中信科技产业】海外AI叙事或重回乐观情形，重视海外算力链新一轮上涨机遇！ 核心判断 近期海外推理与训练算力需求同步走强，亚马逊云、谷歌云相继涨价，台积电上修Capex。 尽管当前AI应用大规模商业化能见度仍有限，但在模型与应用密集催化下，未来3–6个月海外算力需求有望进一步 上行，算力"泡沫论"担忧或阶段性缓解，产业链有望迎来新一轮修复。 推理侧：Agent落地 【中信科技产业】海外AI叙事或重回乐观情形，重视海外算力链新一轮上涨机遇！ 核心判断 近期海外推理与训练算力需求同步走强，亚马逊云、谷歌云相继涨价，台积电上修Capex。 尽管当前AI应用大规模商业化能见度仍有限，但在模型与应用密集催化下，未来3–6个月海外算力需求有望进一步 上行，算力"泡沫论"担忧或阶段性缓解，产业链有望迎来新一轮修复。 推理侧：Agent落地抬升推理算力消耗 MoltBot等新一代Agent显著提升对电脑操作与复杂任务的处理能力，带来更高推理算力消耗。 Anthropic持续推出Claude Code、Agent Skills等产品，拓展Agent应用场景。 OpenRouter数据显示，2026年1月初以来Token调用量持 ...

Genie3真的利空游戏吗？ ①Genie3定义了一种新的可交互内容，但是很难称之为游戏。 由于技术限制，过往游戏基本是唯一的可交互式内容；而Genie3能做到的事情是让用户"走进图片（step into a picture)"，创造了一种可交互式内容的新形式，而非做游戏。 游戏核心要素是可玩性，通过一系列玩法机制，让用户产生多巴胺；一个成功的商业游戏，还要搭配社区运营、 活动运营、商业化体系搭建等多个环节，是一个系统化的工程。 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商）-8%，市 场交易AI颠覆游戏产业链的叙事。 观点：开拓了一种新的可交互内容范式，但无法颠 Genie3真的利空游戏吗？ 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商） ...

以下文章来源于锦缎 ，作者海星 来源丨锦缎 作者 | 海星 图源丨摄图网 锦缎 . 上市公司研究平台，专注价值发现、创造与传播 ASIC 趋势比预期还要猛 一年后的今天， ASIC 的发展速度远超预期。尤其近半年以来， ASIC 甚至逐渐成为 AI 竞争的胜负手：国内外大厂开年以来股 价表现最好的分别是百度、谷歌和阿里。 谷歌 TPU+ 自研模型 + 云 + 内部应用的王炸，已经让其立于不败之地；国内互联网大厂，近期被重估的只有自研 ASIC 芯片拆 分独立 IPO 的百度（计划拆分昆仑芯 IPO ）和阿里（计划拆分平头哥 IPO ）。 一年前，我们在《 DeepSeek 掀起算力革命，英伟达挑战加剧， ASIC 芯片悄然崛起 》一文中，更多的是看好 ASIC 带来类似 博通和晶圆代工的产业机会。 如今， ASIC 早已不只是单纯的产业趋势，更成为 AI 巨头必炼的内功。 1.AI 投资规划越大， ASIC 优势就越明显 ASIC （ Application Specific Integrated Circuit ，专用集成电路）与 GPU 的核心差异，在于 ASIC 是针对特定算法和应用 的 " 定制化优化 ...

Core Insights - Waymo, a self-driving vehicle startup owned by Google, is nearing the completion of a $16 billion funding round, which will value the company at $110 billion, more than double its current valuation [2] - Google is expected to contribute over 75% of the funding amount, indicating strong backing from its parent company [2] - Waymo's annual recurring revenue has surpassed $350 million, and the funding round was three times oversubscribed, reflecting high investor interest [2] Company Performance - Waymo has completed over 20 million trips and has established itself as a leader in the robotaxi sector, logging more than 125 million fully autonomous miles on U.S. roads with minimal safety incidents [3][4] - The company anticipates hosting 1 million rides per week in cities like San Francisco, Los Angeles, Phoenix, and Miami this year [4] - Waymo is also collaborating with Uber in secondary markets such as Austin and Atlanta for ride bookings [4] Competitive Landscape - The funding plans come as Waymo faces competition from Tesla and its CEO Elon Musk [5] - Waymo's capital expenditures are projected to exceed $20 billion this year, more than double previous guidance, as the company increases investments in autonomous vehicles, humanoid robotics, and artificial intelligence [5] Expansion Plans - Waymo is currently operating unsupervised autonomous driving in Austin, Texas, with intentions to expand to numerous major U.S. cities by the end of the year, pending regulatory approval [6] - The company plans to allow vehicle owners to add their cars to its autonomous fleet, enabling them to earn income when their vehicles are not in personal use [7]

Core Viewpoint - Hyundai Motor has decided not to exercise a buyback option for its former manufacturing plant in Russia due to the ongoing war in Ukraine [1] Company Summary - The decision reflects the company's strategic response to geopolitical tensions and operational challenges in the region [1]