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 ...

2025年，Meta以创新高的逾2600万美元游说支出领跑所有科技公司，稳居第一。紧随其后的是支出超 过1700万美元的亚马逊和超过1300万美元的谷歌母公司Alphabet。不过，亚马逊的支出较前一年略有下 降。 彭博社梳理的名单中没有苹果。但据科技网站9to5mac报道，苹果2025年的美国游说支出达到创纪录的 1000万美元，同比增长近30%。 这一年，随着亿万富翁科技投资人戴维·萨克斯(David Sacks)出任白宫AI事务负责人，特朗普也公开支持 科技公司的投资计划，硅谷的优先事项与政府的AI议程几乎融为一体。 这是全球商界领袖都在遵循的一套操作手册，但很少有行业能像最大型科技公司那样快速掌握它。随着 它们的核心创新AI成为美国经济增长的新引擎，并可能颠覆日常生活的方方面面，这些公司比以往任 何时候都更需要华盛顿的支持。 根据彭博社对公开披露信息的梳理，英伟达、OpenAI、Meta等公司的政府关系部门在2025年进行了扩 张和重塑，以更好地与特朗普的政策议程保持一致。总体而言，2025年，美国大型科技与AI公司在游 说上总计花费了1.09亿美元，首次突破1亿美元大关，同时还在首都华盛顿的游说队伍 ...

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]

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%。 ...

Turnaround Stories - Nike has shown improvement under CEO Elliott Hill, stabilizing its U.S. market, with China as the next focus [1] - Procter & Gamble's weak quarterly earnings were expected, with management indicating that the worst is behind them, setting the stage for better performance in 2026 under new CEO Shailesh Jejurikar [1] - Starbucks is seeing steadier performance in China and improving U.S. sales trends, with an update expected during Investor Day next week [1] - Texas Roadhouse has faced cattle inflation but is expected to benefit from declining beef prices, maintaining a position in the portfolio [1] Key Holdings Updates - Apple announced a partnership with Alphabet, allowing the use of Google's AI technology, which is seen as a significant win [1] - Amazon's stock is urged to be retained despite emotional trading, with a reaccelerating cloud business poised for a breakout [1] - Broadcom delivered a strong quarter but has underperformed; buying the dip is being considered [1] - Boeing is recommended for long-term ownership due to strong free cash flow and increased orders [1] - BlackRock's acquisitions are expected to expand its client base and exposure to fast-growing markets [1] Sector Insights - Corning is positioned well in the data center market, replacing copper with fibers that reduce heating costs [2] - Alphabet is viewed as a leading tech stock, with its AI model Gemini 3 outperforming competitors [2] - Goldman Sachs shows strong momentum in financials due to its Wall Street dealmaking business [2] - Home Depot's performance is uncertain despite being a beneficiary of interest rate cuts [2] - Eli Lilly is expected to expand its reach in the GLP-1 market with new drug developments [2] Stock Performance and Strategy - Meta Platforms is recognized as a premier ad company, with a more reasonable stock valuation due to increased AI spending [2] - Microsoft has seen a 14% decline, with uncertainty surrounding its AI assistant and OpenAI partnership [2] - Nvidia's stock is volatile due to geopolitical tensions, with a holding pattern expected until the GTC conference in March [2] - Palo Alto Networks is benefiting from AI integration in cybersecurity, presenting a potential buying opportunity [2] - Wells Fargo is transitioning into an investment house under CEO Charlie Scharf, with hopes for revenue diversification [2]

Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 Best S&P 500 Stocks to Look For in 2026. On January 15, Alphabet Inc.’s (NASDAQ:GOOGL) Google recently awarded three new long-term power purchase agreements (PPAs) to Clearway Energy Group, Inc. (NYSE:CWEN), as reported by Clearway Energy. This development is part of Clearway’s 2025 plan, which includes three projects in states including Missouri, Texas, and West Virginia. These projects total approximately 1.17 GW of carbon-free energy projects. As per the ...

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。 ...

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 ...

Group 1 - Google's stock increased by nearly 2% [1] - Meta's stock rose by 3.3% [1] - Apple's stock gained over 1% [1]