Elon Musk’s AI chatbot Grok is experiencing rapid user adoption, with app downloads jumping 43% month over month in January, according to data from Similarweb shared on X.Musk Highlights Strong PerformanceMusk wrote on X on Monday, “Grok downloads surge 43% month over month!” responding to a post by X Freeze, a page on X that tracks AI and tech metrics.Monthly Active Users Jump 30%According to the Similarweb data shared by X Freeze, Grok’s monthly active users rose from 48 million in December to 62 million ...

道达尔将启用其在得州的两处太阳能站点，提供10亿瓦的发电能力——在15年内相当于280亿 千瓦时的可再生能源。这两个太阳能站点将在第二季度开始建设。 道达尔美国可再生能源业务副总裁马克-安托万·皮尼翁表示，此次协议是道达尔在美国签署的规 模最大的可再生电力购电协议。道达尔目前已通过其持有50%股份的加州可再生能源公司 Clearway，间接向谷歌供应电力。Clearway近期签署了总规模达1.2吉瓦的协议，向美国三个 电力市场的数据中心提供电力。 谷歌清洁能源与电力总监威尔·康克林在一份声明中表示："我们与道达尔的协议为当地电力系统 新增了必要的发电能力，提升了整个地区可获得的、价格可负担且可靠的电力供应水平。" 在多数石油巨头趋于收缩可再生能源投资的背景下，道达尔选择逆势而行，持续在天然气发电厂 之外加大对可再生能源的投入，并在电力市场放松管制、价格波动较大的地区扩展其电力业务， 这些地区包括得州的ERCOT电力市场——在那里价格波动能够创造颇具吸引力的交易机会。 法国油气巨头道达尔(TTE.US)周一签署了两项长期协议，将向谷歌(GOOGL.US)位于得克萨斯州的数 据中心供应太阳能电力，以把握人工智能推 ...

Group 1 - The potential IPO of SpaceX is a significant financial storyline in 2026, with discussions ongoing between SpaceX and investment banks [1] - A merger between SpaceX and xAI has been announced, valuing the combined entity at $1.25 trillion, which adds intrigue to the potential IPO [2] - The merger is seen as strategically beneficial, aligning with Musk's long-term vision of integrating SpaceX with Tesla, which recently approved a $2 billion investment in xAI [3][4] Group 2 - The technological synergy between xAI and SpaceX is highlighted, as SpaceX's data collection capabilities can enhance AI applications, particularly in autonomous systems and predictive modeling [5][6] - Satellites and rockets are described as distributed processors, facilitating new use cases in AI execution, emphasizing the importance of space in the AI landscape [6] - Alphabet is identified as a top investment pick at the intersection of AI and space exploration, with a significant presence in the space economy alongside its diverse AI ecosystem [7]

Investment Rating - The report maintains a "Buy" rating for several key companies in the communication and AI computing chain, including沃尔核材, 奥飞数据, 锐捷网络, 中国移动, 新易盛, 中际旭创, 万国数据, 天孚通信, and 亨通光电 [8][39]. Core Insights - The North American cloud service providers (CSPs) have shown a significant increase in capital expenditures, with a year-on-year growth of 66.64% in Q4 2025, totaling $117.6 billion. This trend is expected to continue into 2026, with a projected capital expenditure of $570.77 billion, reflecting a 53.2% increase [2][12][13]. - Major CSPs such as Microsoft, Amazon, Meta, and Google are optimistic about their capital spending for 2026, with Microsoft estimating $115.2 billion, Amazon $161.3 billion, Meta $123.7 billion, and Google $170.5 billion [2][12][13]. - The report emphasizes the potential for growth in the global AI computing chain, including components like optical modules, liquid cooling, copper connections, and switches, driven by the increasing demand for computing power [1][11]. Summary by Sections Market Overview - The communication index fell by 6.95% last week, while the Shanghai Composite Index and Shenzhen Component Index decreased by 1.27% and 2.11%, respectively [1][11]. Key Companies and Dynamics - The report identifies a primary investment theme in the communication industry for 2026, focusing on the AI computing chain, with recommended companies including 中际旭创, 新易盛, 天孚通信, and others [3]. - The report highlights the strong performance of the four major North American cloud providers, collectively known as MAMG, which includes Microsoft, Amazon, Meta, and Google, with a total capital expenditure of $372.55 billion in 2025 [2][12]. Company Recommendations - Specific companies are recommended for investment based on their growth potential and market position, including: - 沃尔核材 (Target Price: 43.21) [39] - 奥飞数据 (Target Price: 31.17) [39] - 锐捷网络 (Target Price: 102.51) [39] - 中国移动 (Target Price: 126.20) [39] - 新易盛 (Target Price: 476.71) [39] - 中际旭创 (Target Price: 626.68) [39] - 万国数据 (Target Price: 45.83) [39] - 天孚通信 (Target Price: 211.92) [39] - 亨通光电 (Target Price: 25.73) [39]

道达尔美国可再生能源业务副总裁马克-安托万.皮尼翁表示，此次协议是道达尔在美国签署的规模最大 的可再生电力购电协议。道达尔目前已通过其持有50%股份的加州可再生能源公司Clearway，间接向谷 歌供应电力。Clearway近期签署了总规模达1.2吉瓦的协议，向美国三个电力市场的数据中心提供电 力。 谷歌清洁能源与电力总监威尔.康克林在一份声明中表示："我们与道达尔的协议为当地电力系统新增了 必要的发电能力，提升了整个地区可获得的、价格可负担且可靠的电力供应水平。" 在多数石油巨头趋于收缩可再生能源投资的背景下，道达尔选择逆势而行，持续在天然气发电厂之外加 大对可再生能源的投入，并在电力市场放松管制、价格波动较大的地区扩展其电力业务，这些地区包括 得州的ERCOT电力市场——在那里价格波动能够创造颇具吸引力的交易机会。 法国油气巨头道达尔(TTE.US)周一签署了两项长期协议，将向谷歌(GOOGL.US)位于得克萨斯州的数据 中心供应太阳能电力，以把握人工智能推动的电力需求快速增长。道达尔将启用其在得州的两处太阳能 站点，提供10亿瓦的发电能力——在15年内相当于280亿千瓦时的可再生能源。这两个太阳能站点将 ...

资讯日报：日本自民党在众议院选举中取得胜利 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 9 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 周常失 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 26.560 | (1.21) | (3.02) | 3.63 | | 恒生科技 | 5.346 | (1.11) | (6.51) | (3.08) | | 恒生国企 | 9.031 | (0.68) | (3.07) | 1.32 | | 上证指数 | 4.066 | (0.25) | (1.27) | 2.44 | | 日经225 | 53.818 | 0.81 | 1.75 | 7.78 | | 新加坡海峡 | 4.976 | (0.83) | 0.60 | 0.00 | | 标普500 | 6.798 | 1.97 | (0.10) | 1.27 | | 纳斯达克 | 22,541 | 2.18 | (1.84) | (0.91) ...

Core Viewpoint - Big Tech stocks experienced significant market cap losses, totaling over $1 trillion, leading to cautious trading in the premarket session Group 1: Market Performance - As of 6:12 a.m. ET, Oracle increased by 1.5% and Microsoft by 0.8%, while Meta decreased by 0.3%, Amazon by 0.1%, Alphabet by 0.6%, and Nvidia by approximately 1% after a previous rebound of 7.9% [1] Group 2: Capital Expenditure Trends - The market reacted negatively to rising expenditure outlooks from Big Tech companies, which reported a combined capital expenditure of around $120 billion for the fourth quarter, with projections reaching $660 billion by 2026, surpassing the GDP of nations like the UAE, Singapore, and Israel [2] Group 3: Industry Insights - Cloud companies are seeing increasing margins but face potential stock volatility due to macroeconomic challenges; however, management teams express confidence in their demand forecasting and capacity utilization by 2026 [3]

以下文章来源于硬AI ，作者专注科技产研的 硬AI . AI时代，快人一步~ 来源 | 硬AI 随着AI基础设施建设的军备竞赛进入"深水区"，一个令投资者不安的转折点已然浮现：为了支撑AI算力需求，亚马逊、谷歌和Meta正 面临自由现金流被耗尽甚至透支的风险。 根据摩根大通2026年2月5日发布的研究报告，美国四大云巨头——亚马逊、谷歌、Meta和微软，2026年总资本支出预计将达到6450 亿美元，同比激增56%，新增支出将达到惊人的2300亿美元。 对于投资者而言，2026年，或将是紧盯科技巨头资产负债表的一年。 谷歌97%的增速与亚马逊的"现金赤字" 在这场基建狂潮中，谷歌的投入非常激进。 2026年，谷歌的资本支出指引已上调至1750亿至1850亿美元，同比增速高达97%，其资金正疯狂涌向服务器和技术基础设施。 如果说谷歌还只是在"疯狂花钱"，那么亚马逊则堪称"透支未来"。 2026年，亚马逊的资本支出指引约为2000亿美元（同比增长52%）。但问题的核心在于，亚马逊赚回来的现金已经盖不住支出了—— 据标普全球市场分析师预测，亚马逊2026年的运营现金流（OCF）约为1780亿美元。 这意味着，亚马逊 ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【阿里新一代模型Qwen3.5曝光】 2月9日，在全球最大AI开源社区HuggingFace的开源项目页面中，最新出现Qwen3.5并入 Transformers的新PR（提交代码合并申请）。业内猜测阿里千问新一代基座模型Qwen3.5发 布在即，引起全球AI开源社区热议，有评论称中国大模型引领的"疯狂2月"即将开启。相关信 息透露，千问3.5采用了全新的混合注意力机制，并且极有可能是原生可实现视觉理解的VLM 类模型，有开发者进一步挖掘出，Qwen3.5或将开源至少2B的密集模型和35B-A3B的MoE模 型。 这一最新动态印证了美媒The Information此前爆料Qwen3.5将在春节期间开源的消息，而在 2月初，智谱首席科学家唐杰也曾发微博称，近期将有包括DeepSeek v4、Qwen3.5、GLM- 5等众多新模型登场。 【本田与Mythic宣布联合研发能效提 ...

Core Viewpoint - TotalEnergies has signed two long-term Power Purchase Agreements (PPA) to deliver 1 GW of solar capacity to supply Google's data centers in Texas, representing a significant commitment to renewable energy [1] Group 1: Agreements and Capacity - The new PPAs will provide 1 GW of solar capacity, equivalent to 28 TWh of renewable electricity over a 15-year period [1] - The solar power will be generated from TotalEnergies-owned sites currently under development in Texas, specifically Wichita (805 MWp) and Mustang Creek (195 MWp) [1] Group 2: Construction Timeline - Construction for the solar projects is scheduled to begin in Q2 2026, indicating a future commitment to expanding renewable energy infrastructure [1]