当地时间12月9日，美股三大股指收盘涨跌不一，道指跌0.38%，标普500指数跌0.09%，纳指涨0.13%。 美股大型科技股涨跌互现，美国科技七巨头指数上涨0.14%。个股方面，特斯拉、谷歌涨超1%，亚马逊、微软微涨；Meta跌超1%，苹果、英伟达小幅下 跌。 银行股涨跌不一。摩根大通跌超4%，富国银行跌逾1%；摩根士丹利、高盛涨逾1%，花旗小幅上涨。 消息面上，摩根大通高管Marianne Lake在周二公开表示，预计该行2026年全年支出为1050亿美元，预计第四季度投行业务费用收入同比增幅在个位数百 分比。 中概股多数下跌，纳斯达克中国金龙指数跌1.37%。个股方面，百度集团跌超4%，贝壳跌近4%，小鹏汽车跌超3%；世纪互联涨超2%，万国数据涨逾 1%。 | く白 | 纳斯达克中国金龙指数(HXC) Q | | --- | --- | | 12-09 16:03:23 | | | 7730.60 昨收 | | | -107.15 -1.37% 今开 7729.81 成交量 | | | 上涨 0 平盘 0下跌 | 0 | | 最高价 = 774408 最低价 7668.72 近20日 | | | 市盈率 ...

Sergey Brin Leapfrogs Bezos To No. 4 Richest As Alphabet’s Stock Rallieshttps://t.co/TVStiUY8GZ https://t.co/PkmqNEkiHz ...

Core Insights - Quantum computing presents a significant opportunity for investors, particularly through established tech giants rather than pure plays [1][2][3] - Major tech companies are heavily investing in infrastructure to support AI and are also exploring quantum computing as a complementary technology [2][19] Company Summaries Alphabet - Alphabet is recognized as a leading opportunity among major AI stocks, with a diverse ecosystem that includes internet search, advertising, cloud computing, and custom chip design [6][19] - The company is investing in quantum computing through its quantum processor, Willow, which is currently used for simulations against supercomputers [9][10] - Alphabet's integration of AI across its services positions it well to commercialize quantum computing applications in the future [10][19] Nvidia - Nvidia is a key player in the AI movement, providing GPUs and software that are central to generative AI development [11][19] - The company is exploring quantum AI opportunities with products like NVQLink and an alternate version of CUDA for hybrid computing environments [13][14] - Nvidia's strategy focuses on bridging traditional and quantum computing rather than investing heavily in supercomputers [14][19] Amazon - Amazon's AI ecosystem mirrors that of Alphabet, with significant revenue from e-commerce, cloud computing, and advertising [16][19] - Amazon Web Services (AWS) is the largest cloud platform and is a primary source of AI growth for the company [17][19] - The company has developed its own quantum processing chip, Ocelot, and offers a quantum computing architecture called Amazon Bracket within AWS [18][19] Investment Themes - The analysis emphasizes that Alphabet, Nvidia, and Amazon have established successful AI businesses, allowing them to explore quantum computing without it being a core growth strategy [19][20] - AI is expected to drive growth for these companies in the coming years, providing a dual upside for investors as quantum applications are developed [20][21]

Core Insights - Google's Gemini is experiencing faster growth compared to OpenAI's ChatGPT, with Gemini's monthly active users increasing by 30% to reach 346 million, while ChatGPT's users grew by only 5% to 810 million [2] - Despite Gemini's growth, ChatGPT still has nearly double the user base and leads in user engagement, with ChatGPT users averaging 17 minutes per day compared to Gemini's 11 minutes [2] User Growth and Engagement - Gemini's user base reached 346 million after a 30% increase in November, while ChatGPT's user base grew to 810 million with a 5% increase [2] - ChatGPT users spend more time on the app, averaging 17 minutes per day, compared to Gemini users who average 11 minutes [2] Market Dynamics - The slower growth of ChatGPT may be attributed to market saturation, as indicated by a Seeking Alpha report [3] - OpenAI anticipates that ChatGPT will have at least 220 million paid subscribers by 2030, a significant increase from the current 35 million [3] - The percentage of weekly users converting to paid subscribers for ChatGPT is expected to rise to 8.5% by 2030, up from 5% currently [4] Business Adoption - OpenAI reported over 1 million business customers globally, which includes organizations actively paying for business use of its models [4] - The integration of Gemini into Google's search environment has helped maintain the robustness of its Search business, enhancing ad performance and retaining commercial intent that chatbots struggle to replicate [4][5]

每经AI快讯，12月10日，美股三大指数收盘涨跌不一，道指跌0.37%，纳指涨0.13%，标普500指数跌 0.09%。特斯拉、谷歌涨超1%，摩根大通跌4.65%。 ...

Alphabet proved it doesn't need Nvidia to compete at the frontier.While much of tech saw red in November, it was a strong month for Alphabet (GOOG +1.05%) (GOOGL +1.05%), with shares of the Google parent rising 13.9% from the closing bell on Oct. 31 to the end of November's trading. The S&P 500 ticked up 0.1% over the same period, though it had dropped as much as 4.4% mid-month, while the tech-heavy Nasdaq Composite finished down 1.5%, having fallen as much as 6.9%.Fears of an artificial intelligence (AI) b ...

Both stocks have delivered good returns recently. But only one looks like a good bet going into 2026.Over the past six months, Tesla (TSLA +1.76%) and Alphabet (GOOGL +1.10%) have both delivered eye-catching gains as investors seemingly crowd into anything tied to AI (artificial intelligence). Tesla shares are up more than 45% in that span, while Alphabet has climbed nearly 70% and is closing in on a $4 trillion market capitalization.The stories behind those moves look very different. Tesla is still primari ...

Some analysts view Netflix's move to acquire Warner Bros. as a sign that it is worried about the growing strength of YouTube and TikTok among younger viewers ...

Core Viewpoint - Google is under investigation by the European Commission for potentially using copyrighted material from publishers to train its AI models without proper compensation [1][2]. Group 1: Investigation Details - The investigation focuses on Google's use of articles from news publishers and videos from YouTube for its "AI Overviews" and "AI Mode" features [1][2]. - EU antitrust chief Teresa Ribera emphasized that while AI brings innovation, it should not compromise societal principles [4]. Group 2: Implications and Reactions - The investigation may escalate tensions between the EU and the Trump administration, which has criticized the EU's actions against US tech companies [5]. - A Google spokesperson warned that the inquiry could hinder innovation in a highly competitive market, asserting that Europeans should benefit from new technologies [5]. - In September, the EU fined Google $3.4 billion for breaching competition rules related to advertising technology, which was labeled as "discriminatory" by President Trump [6]. Group 3: Competitive Landscape - Other tech firms, like Meta, are also navigating the AI landscape, with Meta recently securing licensing deals with major publishers amid competition with Google [9].

智通财经12月10日讯（编辑 史正丞）随着人工智能不断进步，基于AI的代理工具与互联网生态互联的矛盾正变得愈发突出。 （来源：prnewswire） 除了三家捐赠单位外，谷歌、微软、亚马逊、彭博和Cloudflare也参与了基金会的发起。 Linux基金会的公告也显示，AAIF的会员单位还有思科、IBM、甲骨文、赛富时、SAP、Shopify、Hugging Face、优步等科技公司和互联网平台企业。 当地时间周二，一群行业领军公司宣布组建AI代理基金会（AAIF），合作制定与AI代理有关的开源技术标准。这相当于全球银行对跨行电子支付所做 的标准化，只不过互相传输的是应用数据。 具体来说，"AI代理基金会"由管理Linux操作系统等其他开源项目的Linux基金会定向运作，确保技术标准的开发不受个别公司掌控。该基金会基于三家 公司捐赠的项目组建：Anthropic的MCP协议、OpenAI的AI代理设计蓝图AGENTS.md，以及Block的端侧开源AI代理Goose。 在AAIF的3项创始项目中，Anthropic去年11月发布的MCP协议无疑最为知名。类似于USB-C协议为电子设备互联提供了标准化方式，MC ...