Key Points A survey by The Motley Fool found investors are confident that artificial intelligence companies will deliver strong returns over the long haul. Nvidia and Alphabet are positioned to benefit from AI for years to come. The AI market is already boosting their revenues, and both are growing new AI-powered businesses. 10 stocks we like better than Nvidia › The rapid rise of the artificial intelligence (AI) sector over the last few years has spurred concerns of an AI bubble. Could the indu ...

摩根大通将2026年和2027年的CoWoS产能预测分别上调8%和13%，其中，台积电的CoWoS产能预计将在2026年底达到11.5万片晶圆/月，产能的持 续扩张将为TPU出货增长提供坚实支撑。 该行的Gokul Hariharan分析师团队发布最新研报， 将2026年和2027年的CoWoS产能预测分别上调8%和13%，以反映台积电在2026年下半年和2027 年的新增产能建设。台积电的CoWoS产能预计将在2026年底达到11.5万片晶圆/月，外部供应商（主要是日月光和Amkor）将额外提供1.2万至1.5万片 晶圆/月的产能。这是该行三个月内第二次上调CoWoS产能预测。 摩根大通指出， 产能增量主要来自ASIC供应链的需求上升。 台积电的扩产重点集中在CoWoS-L技术，部分65纳米前端产能（Fab 14和Fab12）开始 用于LSI/中介层制造，而CoWoS-S供应将基本保持平稳，CoWoS-R则更多外包给日月光等封测厂。 TPU需求强劲推动产能预测上调 摩根大通基于后端和前端供应链的强劲需求信号，再次上调谷歌TPU出货预期。分析师预计2026年和2027年TPU出货量将分别达到370万颗和500 ...

Goldman Sachs strategists have issued a warning about the challenging path ahead for the U.S. stock market. However, they believe that the current market situation will not mirror the crashes of the 1920s or 1987.High Valuations Raise Bubble FearsLed by Ben Snider, Goldman Sachs strategists outlined several concerning factors, including high valuations, extreme market concentration, and recent strong returns. These characteristics are reminiscent of previous overextended markets, such as the 1920s, the ‘Nif ...

然而，这场市场风格的转变已悄然启动——自去年10月末标普500指数创下历史新高后，11月便迎来一 波抛售潮。截至周一收盘，一项追踪"七巨头"指数自10月29日以来下跌2%，而标普500其余493只成分 股指数则上涨1.8%。 智通财经APP获悉，过去三年，人工智能(AI)概念股一直主导着美国股市，推动相关板块累计上涨 78%。然而，如今越来越多的投资者认为，由"七巨头"引领的这轮上涨行情即将告一段落。 市场对AI能否真正给美国经济带来颠覆性变革、并创造丰厚利润的担忧日益加剧，这让投资者对该技 术的狂热情绪逐渐降温并转为焦虑，同时也促使资金开始涌入标普500指数中"其余"493家公司的股票， 尤其是那些有望在预期中的经济增长回暖中最大程度受益的企业。 "我把这种现象称为'AI审美疲劳'，"Yardeni Research总裁兼首席投资策略师Ed Yardeni表示，"我已经感 到厌倦，而且我猜想，很多人也对这一话题心存警惕。" 若市场风向逆转，将标志着这轮由如此少数股票主导、史上罕见的强劲行情周期的终结。自2022年 OpenAI旗下的ChatGPT惊艳投资者以来，英伟达(NVDA.US)、微软(MSFT.US ...

Key Points Nvidia has been among the biggest gainers over the past few years, thanks to strong demand for AI. While Alphabet has lagged its "Magnificent Seven" counterpart, it turned the tables in 2025, outpacing Nvidia. The resolution of the antitrust overhang, a strong AI showing, and a reasonable valuation make Alphabet a compelling choice heading into 2026. 10 stocks we like better than Alphabet › The past few years have been a rocket ride for Nvidia (NASDAQ: NVDA) investors. The chipmaker's ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the 8 best American stocks to buy and hold in 2026. On January 5, Alphabet Inc. (NASDAQ:GOOGL) investors received positive news from South Korea, where Samsung’s leadership announced it planned to double the number of smartphones offering Google Gemini-backed ‘Galaxy AI’ features, as reported by Reuters. This would take the total number of mobile devices using Gemini-powered AI to 800 million. Google Samsung’s move is set to boost Alphabet’s plans to compete with O ...

The S&P 500 Communication Services sector is currently staging the most aggressive three-year run in stock market history, officially surpassing the speculative frenzy of the 2000 Dot-Com Bubble.Shattering Historical PrecedentsThe U.S. technology sector is witnessing a run that analysts are calling “unprecedented.” According to new market data highlighted by The Kobeissi Letter, the S&P 500 Communication Services sector has rallied 184% over the last three years.This performance represents the strongest thr ...

如果说之前的AI模型是在模拟人类的思考，那么Gemini 3 Flash就是在模拟人类的「直觉」。 3倍于Gemini 2.5 Pro的速度，却拥有超越Pro级的推理能力。 当整个科技圈都在为「谷歌黑魔法」集体高潮时，真相恐给了所有人一记耳光。那套被捧上神坛的「并行验证循环」，不过是社交网络上AI生成的「赛 博跳大神」。 更离谱的是，它的智力竟然在某些基准测试超越了自家的Pro大哥。 | Benchmark | Description | | Gemini | Gemini | Gemini | Gemini | Claude | GPT-5.2 | Grok | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 3 Flash | 3 Pro | 2.5 Flash | 2.5 Pro | Sonnet | Extra high | 4.1 Fast | | | | | Thinking | Thinking | Thinking | Thinking | 4.5 | | Reasoning | | | | | | | ...

美国加州山景城，2026年1月6日 ——谷歌与XREAL今日宣布达成深度长期战略合作。在备受期待的 ProjectAura之外，双方将进一步携手，加速AndroidXR 在消费级与企业级市场的落地与普及。 在GoogleI/O 2025上发布ProjectAura之后，双方合作持续升温。此次合作升级，正式确立XREAL作为谷 歌的长期核心硬件合作伙伴，并将XREAL的长期产品规划与AndroidXR的平台能力进行深度对齐。双 方共享一个共同愿景：让扩展现实真正"有用、可及"，解锁更加自然的人机交互方式，为日常生活带来 实质性的价值提升。 美国加州山景城，2026年1月6日 ——谷歌与XREAL今日宣布达成深度长期战略合作。在备受期待的 ProjectAura之外，双方将进一步携手，加速AndroidXR 在消费级与企业级市场的落地与普及。 据36Kr报道，有知情人士透露谷歌计划年内完成对XREAL的投资，以此完善AndroidXR端到端生态 圈，应对Meta、苹果的竞争挑战。 ProjectAura 被定位为迄今最完整、最接近AndroidXR 理 想形态的系统级参考硬件。Aura不只是硬件样本，它还 是Ge ...

The Nasdaq-100 has consistently outperformed other indexes like the S&P 500 because of its high concentration of technology stocks.More than 3,500 companies have chosen to go public by listing their shares on the Nasdaq (NDAQ +2.29%) stock exchange. It's typically the destination of choice for early-stage technology companies, because it offers lower fees and fewer barriers compared to alternatives like the New York Stock Exchange.The Nasdaq-100 is an index featuring 100 of the largest nonfinancial companie ...