哈萨比斯表示，谷歌"目前没有任何计划"在其人工智能聊天机器人中投放广告，但该公司将密切关注用 户反馈。（思瀚） 哈萨比斯还表示，尽管广告对谷歌的核心业务至关重要，但他的团队并没有感受到来自这家科技巨头的 压力，要求他们在广告方面做出"仓促"的决定。 据此前报道，OpenAI 于近期宣布将开始测试广告。"我有点惊讶他们这么早就涉足广告领域，"哈萨比 斯说道，"广告本身没什么错，但在助手领域，如果你把聊天机器人看作是旨在提供帮助的助手，随着 它们变得越来越强大，理想情况下它们会成为一种为个人服务的科技。那么问题就来了，广告如何融入 这种模式？你想信任你的助手，那么这该如何实现呢？" 来源：环球网 【环球网科技综合报道】1月23日消息，据TechCrunch报道，谷歌DeepMind首席执行官德米斯·哈萨比斯 表示，他对OpenAI已在其人工智能聊天机器人中引入广告感到"惊讶"。 ...

Core Insights - The company has made significant advancements in quantum computing, which is gaining traction as a high-growth area alongside artificial intelligence [1][5] - Investors can choose between pure play quantum companies or established tech giants like Alphabet, depending on their investment strategy [2] - Alphabet is highlighted as a key player in quantum computing, offering both innovation and security for investors [5] Company Overview - Alphabet is widely recognized for its Google Search and Google Chrome, which are major revenue sources through advertising [6] - The company is also experiencing substantial growth in its Google Cloud segment [6] - Alphabet's revenue and profit are projected to remain in the billions annually, supported by its strong track record and long-term prospects [7] Quantum Computing Developments - Alphabet has developed a quantum chip named Willow, which addresses critical error challenges in quantum computing [9] - The Willow chip significantly reduces errors as quantum systems scale, marking a notable achievement in the field [9] - In late 2024, Alphabet demonstrated that its quantum hardware could outperform a supercomputer by running a verified algorithm [10] - Continued advancements in quantum computing may lead to new revenue streams for Alphabet, enhancing its overall business model [10]

Group 1 - Major U.S. tech stocks showed mixed performance in pre-market trading, with Tesla up by 0.3% and Amazon increasing by 0.2% [1] - Apple and Alphabet (Google A) both rose by 0.1%, while Microsoft remained flat [1] - Meta Platforms experienced a decline of 0.2%, and NVIDIA fell by 0.3% [1]

Group 1 - Google has joined the investor group of Japanese startup Sakana AI, enhancing the influence of its chatbot Gemini in Japan, where there is a strong push to accelerate AI adoption [1] - This investment follows a $135 million Series B funding round completed last year, which valued the startup at approximately $2.6 billion [1] - Sakana did not disclose the specific amount of the recent investment, but it allows the American company to promote its Gemini product in a financially robust corporate environment [1]

Core Viewpoint - Apple and Google have announced a partnership where Google’s Gemini will serve as the "core brain" for Apple's AI, significantly enhancing the AI capabilities of iPhone, iPad, and Mac devices [2]. Group 1: Partnership Details - Apple will integrate Google Gemini into its AI systems, leading to a more personalized Siri expected to launch later this year [2]. - The new Siri will utilize advanced reasoning and personalized services, allowing it to perform complex tasks and understand user intent better than the current version [2][8]. - Apple has previously collaborated with OpenAI, but the new partnership with Google positions Gemini as a primary AI model, while OpenAI's ChatGPT will function more as a supplementary tool [5][3]. Group 2: Technical Aspects - Google Gemini 2.5 Pro, with 1.2 trillion parameters, was chosen over other models due to its cost-effectiveness and engineering advantages [7][6]. - The Gemini model employs a "mixture of experts" architecture, activating only a portion of its parameters for each query, which helps manage computational costs and energy consumption [9]. - Apple will pay Google $1 billion annually for the underlying technology licensing, which is more favorable compared to the estimated $1.5 billion annual cost of using Anthropic's Claude model [6]. Group 3: Privacy and Control - User privacy concerns are addressed as the Gemini model will operate on Apple’s private cloud servers, ensuring that user data remains under Apple's control [11][12]. - The partnership does not imply that Apple will abandon its in-house development; rather, it will use Gemini to enhance its own AI models until its trillion-parameter model is ready by 2027 [13]. Group 4: Market Implications - The collaboration with Google is seen as a strategic move to fill a gap in Apple's AI capabilities while maintaining control over its AI ecosystem [13]. - Domestic users may experience different AI functionalities, as Apple is likely to partner with local firms or use tailored models to comply with regulatory requirements [14].

Alphabet（GOOGL）周四尾盘上涨0.5%，此前该公司旗下自动驾驶部门Waymo在迈阿密启动自动驾 驶出租车服务。 ...

1月20日，《Brand Finance 2026年全球品牌价值500强榜单报告》在瑞士达沃斯正式发布。 具体来看，此次有多家银行进入上述榜单，包括工商银行、建设银行、中国银行、农业银 行、招商银行、中信银行、邮储银行、交通银行、浦发银行、兴业银行、民生银行、光大银 行等。与2025年榜单相比，光大银行排名下滑最多，降71个名次至461位；其次是民生银 行，降60个名次至404位。 此外，另有中国平安、中国人寿、中国人保、太平洋保险、友邦保险、保诚保险、国泰人寿 7家中国保险公司上榜。其中，保诚保险排名下滑明显，较上年排位下降117个名次。 | 排名变化 | 2026年排名 | 2025年排名 | 银行名称 | 工商银行 | 12 | 13 | 11 | | --- | --- | --- | --- | --- | --- | --- | --- | | 建设银行 | 1 d | I d | 1 | 12 | 中国银行 | 17 | 19 | | 农业银行 | 19 | J3 | 16 | 招商银行 | 74 | 69 | 1 5 | | 中信银行 | 126 | 128 | V2 | 邮储银行 | 134 ...

Group 1 - The core strategy for major tech companies to gain favor with the Trump administration involves record lobbying expenditures, frequent visits to the White House, and public praise for the president [1] - In 2025, U.S. large tech and AI companies spent a total of $109 million on lobbying, marking the first time this figure surpassed $100 million [1] - Major companies like Nvidia, OpenAI, and Meta expanded their government relations departments to align better with Trump's policy agenda in 2025 [1] Group 2 - Meta led all tech companies in lobbying expenditures in 2025, spending over $26 million, followed by Amazon with over $17 million and Alphabet with over $13 million [2] - Apple reportedly spent a record $10 million on U.S. lobbying in 2025, a nearly 30% increase from the previous year [2] - The appointment of billionaire tech investor David Sacks as the White House AI affairs head in 2025 aligned Silicon Valley's priorities closely with the government's AI agenda [2] Group 3 - Nvidia received approval from Trump to export its powerful H200 AI chips to China and successfully removed a chip export clause from a defense bill [3] - OpenAI, Meta, and Andreessen Horowitz convinced Trump and White House officials to issue an executive order aimed at limiting state-level independent regulation of AI [3]

Core Viewpoint - The tech giants known as the Magnificent Seven, which include Amazon, Alphabet, Apple, Microsoft, Meta Platforms, Nvidia, and Tesla, are expected to regain investor interest despite a sluggish start in 2026, as they possess significant financial resources and strong leadership [1]. Group 1: Market Dynamics - The recent cooling off of the Magnificent Seven stocks is attributed to a rally in storage and semiconductor equipment stocks, which have become significant contributors to market capitalization [2]. - Micron has seen a substantial increase of approximately 39% year to date and has doubled in value over the past three months due to a shortage of memory chips essential for AI computing [3]. - Storage companies like Seagate, Sandisk, and Western Digital have also experienced significant price increases, driven by the growing demand for storage solutions [3]. Group 2: Pricing Power and Market Trends - The current market situation is characterized by storage companies continuously raising prices without resistance, likening the necessity of storage devices to gasoline for cars [4]. - Despite the current high prices for memory chips, it is believed that this trend cannot sustain indefinitely, suggesting that these stocks may eventually lose momentum [5]. - The expectation is that once the peak in storage prices is reached, investors will be rewarded for maintaining their positions in the Magnificent Seven [5].

Core Viewpoint - The 2026 Davos Forum highlights the pivotal role of artificial intelligence (AI) in shaping the global economy, with major players like Microsoft, Anthropic, Google, and NVIDIA addressing the balance between deployment speed and governance capabilities, as well as the transformative impact of AI on labor markets [2] Group 1: AI Development and Global Landscape - The past year has seen significant breakthroughs in AI technology, with NVIDIA's CEO Jensen Huang stating that 2025 will be a critical year for AI's transition from a "digital tool" to a "physical entity," integrating deeply with industrial manufacturing and robotics [3] - Huang emphasized that Chinese models like DeepSeek demonstrate high computational efficiency and low-cost advantages, suggesting a complementary rather than adversarial relationship between the US and China in technology [3] - Microsoft CEO Satya Nadella noted that AI's progress has shifted from being merely "usable" to "highly usable," with accuracy rates in medical diagnostics and industrial quality inspections surpassing 95% [3] Group 2: AI Efficiency and Cost Reduction - AI scholar Andrew Ng highlighted that the most significant advancement in the past year is the exponential increase in AI deployment efficiency, with open-source ecosystems reducing model deployment costs by 80% [4] - DeepMind CEO Demis Hassabis stated that the gap between Chinese AI companies and global leaders is only about six months, countering the narrative of a one to two-year lag [4] Group 3: Employment Impact and Job Transformation - Anthropic's CEO Dario Amodei predicted that large-scale unemployment is inevitable, suggesting that AI could replace software engineers within six months and half of entry-level white-collar jobs within five years [6] - Nadella countered this "doomsday scenario," arguing that AI will reshape job roles rather than replace them, leading to the creation of new positions such as AI trainers and prompt engineers [7] - Huang projected that AI will generate a multi-trillion-dollar infrastructure wave, creating numerous high-paying jobs in the physical economy, such as plumbing and electrical work [11] Group 4: AI Bubble Debate - The discussion around an "AI bubble" resurfaced at Davos, with concerns about overvaluation in the sector [12] - Hassabis acknowledged that bubbles are almost inevitable when a technology is perceived as transformative, while Nadella argued that the sustainability of AI depends on its ability to address real needs and create actual value [13][14] - Huang suggested that the demand for GPUs, which are essential for AI development, indicates a growing number of AI companies investing heavily in the technology [15]