European stocks are seen opening mostly lower on Monday as investors await more economic data in the coming days for fresh insights into the U.S. economic and rate outlook. Ahead of the Federal Reserve's next rate decision in December, Minneapolis Fed president Neel Kashkari flagged "resilience" in the U.S. and continued concerns over inflation.Traders now see less than 50 percent odds of a quarter-point rate cut next month, down from about 95 percent a month ago. U.S. stock futures ticked higher as Warren ...

科技巨头争相为印度开发者 提供免费 AI 工具 过去几个月，大型人工智能公司在印度动作频频。首先是 Perplexity AI 公司与印度第二大移动网络运营商 Airtel 合作，在印度免费提供其高级 Pro 版本。 他们免费赠送了一份价值约 17000 卢比（约合人民币 1365 元）的年度订阅服务。这发生在 7 月份。此举拉开了更多类似合作的序幕。 然后是印度移动网络运营商 Jio 与谷歌合作，向 18 至 25 岁的用户免费提供18 个月的 Gemini Pro 服务——账面价值约 35000 卢比（约合人民币 2810 元）。这发生在 11 月初。 几天后，OpenAI 也加入了这场印度用户抢夺战中。 据 BBC 报道，OpenAI 上周正式宣布向数百万印度用户开放 ChatGPT "Go" 版一年免费使用权，这项限时促销活动于 2025 年 11 月 4 日开始，印度数百万 符合条件的用户将可以免费使用 GPT-5、高级图像生成、增强型文件分析和自定义 GPT 创建等功能——这些功能通常需要付费才能使用。这一举措标志 着全球科技巨头在印度 AI 市场的布局进入白热化阶段。 ChatGPT Go 是 ...

Market Analysis by covering: S&P 500, Nikkei 225, US Dollar Index Futures, iShares MSCI Japan ETF. Read 's Market Analysis on Investing.com ...

Market Overview - The technology sector experienced a rebound, with AI applications leading the surge, particularly in multi-modal AI and AI agents [3][4] - As of the morning close, the Shanghai Composite Index fell by 0.43%, the Shenzhen Component Index by 0.35%, and the ChiNext Index by 0.8%, with a total market turnover exceeding 1.27 trillion yuan [3] Key Drivers of Technology Stock Rebound - Two main factors catalyzed the rebound in technology stocks: 1. Berkshire Hathaway disclosed a significant purchase of nearly 17.85 million shares of Google-A, valued at approximately $4.3 billion, which alleviated market concerns regarding an "AI bubble" [6][7] 2. Positive developments in AI applications, including the release of OpenAI's GPT-5.1 series and Alibaba's launch of the "Qianwen" project, which aims to integrate AI into various aspects of daily life [7] Notable Stock Performances - Several stocks in the AI sector saw significant gains, including: - Xuan Ya International, which hit a 20% limit up [5] - Long-term partnerships in the lithium battery supply chain, such as Rongbai Technology's agreement with CATL, which guarantees a minimum annual procurement of 60% of its total supply [11] - Other companies like Suzhou Keda and Aerospace Development also reported notable increases in stock prices [5] Industry Trends - The lithium battery supply chain is witnessing a trend of long-term contracts, with multiple companies, including Haibo Sichuang and Tianqi Materials, entering strategic agreements with CATL for substantial future supply commitments [12][13]

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 不仅能力超强，Gemini 3的关注度也是相当火热。 Gemini 3还未正式发布，"超前点映"已悄悄亮相。 许多网友都分享了自己的一手实测，表示Gemini 3的表现实在是强到飞起。 它可以将不同游戏缝合到一起，在网页中创建一个《我的世界》风格的塔防游戏； 也可以用SVG动画直接在网页中复刻一个Switch，还是带屏幕能模拟宝可梦的那种。 需要将APP更新然后打开，并使用基于Gemini Pro 2.5的Canvas功能，实际调用的就是Gemini 3。 这名网友还放出了APP和网页端的对比 ，同样使用2.5版本的Canvas，结果表现差异明显。 甚至有机构发起了猜猜乐，消息还被谷歌CEO劈柴哥亲自转发，并配上了两个耐人寻味的emoji符号。 Gemini 3"超前点映"上线 据网友介绍，Gemini 3"超前点映"的入口藏在APP当中。 不过随后又有其他网友表示，网页端也已经上线了。 除了官方途径之外，一些第三方平台，例如OpenRouter当中，也据传藏有Gemini 3.0。 想亲自体验的话可以按照上面说的试试，接下来我们继续看Gemini 3都 ...

Some three decades ago, when N. Chandrababu Naidu was seeking to turn southern India into a global tech hub, he regularly encountered skepticism from investors.“I used to fight with them,” Naidu, 75, said in an interview from the coastal town of Visakhapatnam in Andhra Pradesh, the southeastern State he has led on and off since 1995. “You are having the wrong impression. The day will come. We’ll prove it.”These days, he said, India is seen as “indispensable.”Naidu, who first won elected office nearly half a ...

Core Insights - Google has introduced significant updates to its AI assistant, Gemini, focusing on enhancing the shopping experience by automating various tasks related to purchasing [1][12]. Group 1: Product Updates - The first update is the launch of conversational shopping, allowing users to verbally specify their shopping needs, such as budget and product type, with the AI assistant providing comprehensive options [2][3]. - The AI assistant can now not only compare prices but also make purchases on behalf of users, provided they have authorized Google Pay [4][5]. - A notable feature allows the AI to make phone calls to physical stores to inquire about product availability and pricing, returning the information in a concise text format [7][9]. Group 2: Strategic Implications - Google is not an e-commerce platform; it does not sell products or take commissions, yet it is positioning its AI to facilitate shopping decisions, effectively training its decision-making agents [13][14]. - The updates signify a shift from traditional consumer decision-making to AI-driven processes, where the AI filters information and makes judgments, leaving users to confirm final decisions [21][22]. - This approach could lead to a transformation in consumer loyalty, shifting from brand loyalty to loyalty towards the decision-making agent [27][28]. Group 3: Market Dynamics - The introduction of these AI capabilities compresses the traditional shopping funnel, reducing the steps from multiple actions to a single command, thus streamlining the purchasing process [30][31]. - The AI's ability to provide personalized shopping experiences based on individual preferences marks a significant shift in how e-commerce operates, moving from a product-centric to a user-centric model [38][39]. - Google aims to dominate the decision-making chain in e-commerce, positioning itself as a critical player in the future of online shopping by focusing on the value of judgment and decision-making rather than direct sales [41].

With so much chatter about Warren Buffett investing in Alphabet (NASDAQ:GOOGL), many investors are asking what this move really signals about Berkshire’s long-term thinking.Every quarter, large US investment managers must reveal their portfolio moves in a simple public document known as a 13F filing. It’s a snapshot of what the world’s biggest investors owned at the end of the quarter.Nothing more, nothing less.But because Berkshire Hathaway (NYSE:BRK.A NYSE:BRK.B) sits at the top of that food chain, every ...

Group 1: Market Performance - The cloud computing ETF Huatai (159273) initially rose over 2% and is currently up 1.12%, with a latest scale of nearly 1.5 billion yuan, leading its peers [1][3] - As of November 14, major stocks in the cloud computing ETF showed positive performance, with Dongfang Guoxin up over 11%, Huasheng Tiancai hitting the limit, and Tuo Wei Information up over 5% [3] Group 2: AI Technology Breakthrough - Major domestic tech companies are set to release breakthrough AI technologies on November 21, which could increase the utilization rate of GPU and NPU resources from the industry average of 30%-40% to 70%, significantly enhancing hardware potential [3] Group 3: Nvidia Financial Outlook - Nvidia's Q3 FY2025 earnings report is expected to show revenue of $55.1 billion, a 57% year-over-year increase, with data center revenue projected at $49.1 billion [5] - Demand remains high, particularly from major North American cloud service providers, with expectations for increased capital expenditures [5] Group 4: Berkshire Hathaway's Investment Strategy - Warren Buffett's Berkshire Hathaway has increased its stake in Alphabet, making it the tenth largest holding, while continuing to sell Apple shares, reflecting a focus on companies with clear growth potential [6] Group 5: Cloud Computing Revenue Growth - Google Cloud's revenue continues to exceed expectations, with a backlog of orders increasing by 46% to $155 billion [7] - Microsoft Azure's revenue growth accelerated, with commercial orders up 112% year-over-year [7] - Amazon AWS also saw significant revenue growth, with a 150% increase in revenue from self-developed chips [7] Group 6: Capital Expenditure Trends - Google has raised its 2025 capital expenditure guidance to $91-93 billion, while Microsoft and Amazon also reported increased capital expenditures, indicating a strong commitment to AI and cloud infrastructure [8][9] - The overall capital expenditure by tech giants is disciplined, with a focus on maintaining profitability while investing in growth [9] Group 7: LightCounting Market Predictions - The global optical module market is expected to grow at a compound annual growth rate of 22% over the next five years, driven by AI applications and cloud service provider upgrades [10][12]

Heard on The Street人工智能专栏的一份最新报告显示，尽管美国最大规模科技公司依然保持强劲盈利 态势，但它们在人工智能领域的激进AI算力基础设施投资正开始削弱其领先于全球企业的传统财务基 本面优势，财务报表可能将进入一段只见巨额AI支出而难以见强劲AI利润的时期。 Heard on the Street的人工智能专栏分析师们周日指出，这些大型转变(包括现金缓冲减少、资本需求大 幅增加以及杠杆率上升)正在推动大型科技公司向更加资本密集的"人工智能算力商业模式"转型。它们 不再仅仅被视为高利润的单纯SaaS软件或云计算平台型轻资产公司，投资者们可能需要像评估硬件与重 资产驱动型行业一样对于它们开展新的估值体系，最后的成功将取决于大型且长期的投资赌注能否像台 积电和鸿海那样转化为强劲的毛利率。 分析师们预计，新的评估标准将获得更多关注，例如AI算力客户们的具体采用情况、合同积压以及生 成式AI应用软件服务的货币化。近期的市场反应表明，投资者们对那些AI支出尚未转化为实质利润的 科技公司容忍度大幅下降：比如亚马逊股价上周下跌了约5%，而Meta股价自8月创下的最高点以来大幅 下跌超20%。 专栏分析师 ...