每经AI快讯，11月26日，广联达（002410）在互动平台表示，公司CONCETTO智能设计产品聚焦于建 筑项目前期策划与方案设计阶段，以"AI+数智化"双轮驱动，重塑设计全流程。产品能力覆盖数智化建 模、AI灵感渲染器、AI成本估算、AI分析等核心模块，当前已经接入Nano Banana Pro。小财注：当地 时间11月20日，AI巨头谷歌麾下的Nano Banana图像生成模型迎来重磅更新——Nano Banana Pro闪亮登 场，其表现超出市场预期，推出标志着AI图像生成与3D打印产业融合的关键突破。 ...

Core Insights - The article highlights the resilience of SPX Technologies amidst challenges faced by other AI-related stocks, indicating a continued demand for HVAC solutions driven by the AI boom [1][4][6] Company Performance - SPX Technologies reported a 23% increase in sales for Q3, reaching $592.8 million, and a 32% rise in earnings to $1.84 per share, surpassing Wall Street expectations [4] - For the full year, analysts project a 21% growth in earnings, estimating $6.74 per share [5] Market Position - SPX Technologies has been recognized on the Breakout Stocks Index and the IBD 50 list, achieving a Composite Rating of 99, the highest possible, alongside Nvidia, Palantir, and Alphabet [2][5] - The company has shown strong technical performance, bouncing back into buy range after a recent pullback and maintaining support at its 50-day moving average [5][6] Industry Context - The demand for HVAC services is increasing due to the rise of AI, which necessitates efficient cooling solutions for data centers [4] - SPX Technologies operates globally, with a presence in over 16 countries, positioning itself well to capitalize on the growing HVAC market [3]

Core Viewpoint - The analysis indicates that Alphabet is positioned as a stronger investment opportunity compared to Nvidia for 2026, driven by its diversified revenue streams and the expansion of its TPU ecosystem [10]. Alphabet (GOOGL) Summary - Alphabet enters 2026 with a strong position following robust performance in 2025, supported by the growth of the Gemini ecosystem, increased advertising revenue, and growth in Google Cloud [2]. - The adoption of Google's tensor processing units (TPUs) by major tech firms like Meta is seen as a cost-effective alternative to Nvidia's GPUs, particularly in the inference segment [3]. - Alphabet's diverse revenue sources, including advertising, YouTube, cloud services, subscriptions, and consumer AI, enhance its resilience against potential AI spending slowdowns [4]. - The rollout of Gemini-powered features across various platforms is expected to create new monetization opportunities, an area where Nvidia lacks direct involvement [4]. Nvidia (NVDA) Summary - Nvidia remains a key player in the AI supply chain, experiencing significant revenue growth in 2025 due to strong demand for its GPUs [5]. - The stock is trading at a premium, making it susceptible to sharp declines if revenue or enterprise spending decreases [5]. - Competitive pressures are increasing as major companies like Meta, Amazon, and Microsoft develop their own chips, potentially reducing reliance on Nvidia's GPUs [7]. - Any shift towards in-house silicon by these companies could adversely affect Nvidia's growth, and a slowdown in AI infrastructure spending would impact Nvidia more severely than Alphabet [8]. - Nvidia is expected to face greater price volatility in 2026, influenced by earnings reactions and competitive developments [8]. Verdict - The analysis concludes that Alphabet presents a more attractive balance of growth, diversification, and valuation support for 2026, while Nvidia, despite its potential for high returns, carries higher near-term risks [10][11].

AI浪潮，冲击电商。 在美国，OpenAI已经与电商平台合作，在ChatGPT对话框内直接完成购物;在中国，字节跳动旗下的豆包对话框内已经排他性地引入抖音商城的购物链 接。ChatGPT和豆包都是大模型时代的产物，第三方数据显示，两者月活跃用户分别超过7亿和1.6亿。 此前，电商的流量入口可能是百度搜索、微信、天猫网站；未来的电商核心入口之一，可能是大模型的应用，比如豆包、或者阿里巴巴开发的千问APP。 每家电商巨头们都希望跟上AI潮流，但不是每家企业都能避免被浪潮击倒。 流量向AI迁徙 数据质量将在一定程度上决定人工智能能否在电商领域改天换地。 "AI从'搜索'转向'对话'，从而根本性地改变购物方式。"在其第三季度财报会议上，Shopify总裁Harley Finkelstein表示。 今年早些时候，这家电商服务平台与OpenAI达成合作，一起启用Agentic Commerce（代理式电商）。这项合作把消费者购物的场景搬到了ChatGPT对话框 里，而不必再跳转到电商页面。今年9月，OpenAI宣布用户可以在ChatGPT里直接购买电商平台Etsy上的商品。 ChatGPT的月活跃用户数量已经超过7亿。这 ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .I have to say I was a bit surprised when I found out that Berkshire Hathaway ( BRK.B ) had bought Alphabet ( GOOGL ) in the third quarter. Don’t get me wrong, that’s not because ILeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrast ...

作为全球GPU市场的主导者，英伟达用"领先一代"与"全场景优势"回应这场自研芯片带来的挑战。而即 便谷歌TPU得以进入Meta等巨头的数据中心，也并不意味着GPU会在短期内被替代。事实上，谷歌也表 示，自家定制的TPU和英伟达GPU的需求都在加速增长。 更多业内观点认为，随着AI训练与推理的负载增长和高度多元化，未来更可能呈现ASIC、GPU异构部 署，而不是哪一种架构一统天下。 谷歌加速TPU商用 AI芯片市场暗流涌动。 巨头之一谷歌正加快自研AI芯片TPU的商业化步伐，有报道称谷歌正与Meta等科技大厂谈外采合作。在 外界看来，如果合作落地，TPU将进入谷歌体系之外的超大规模数据中心，或对英伟达GPU 主导的算 力市场带来冲击。 相关消息一出，英伟达股价随即震荡。周二美股早盘，英伟达股价一度下滑7%，最终收跌约2.6%。而 自10月29日以来，英伟达市值从5.03万亿美元跌至11月25日收盘的4.32万亿美元，不到一个月时间市值 缩水已超过7000亿美元（约合人民币5万亿元）。 11月26日凌晨，英伟达在社交平台上正面回应谷歌的竞争："我们对谷歌的成功感到高兴——他们在人 工智能领域取得了重大进展，而我们 ...

If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs. https://t.co/GrEHuzSgOfAvi Chawla (@_avichawla):You're in a tech lead interview at Google.The interviewer asks:"AI generates 30% of our code now.But our engineering velocity has only increased by 10%.How would you fill this gap?"You: "Using AI code reviewers will solve this."Interview over!Here's what you missed: ...

1. 11月26日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.15%，标普500指数期货涨0.30%，纳指 期货涨0.42%。 | ■ US 30 | 47,182.30 | 47,282.80 | 47.120.20 | +70.20 | +0.15% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,785.90 | 6,796.60 | 6,765.00 | +20.00 | +0.30% | | 트 US Tech 100 | 25,122.60 | 25,173.90 | 25,002.10 | +104.20 | +0.42% | 2. 截至发稿，德国DAX指数涨0.31%，法国CAC40指数涨0.40%，英国富时100指数跌0.06%，欧洲斯托克50指数涨 0.72%。 | 德国30 | 2025年12月 | 23,577.50 | 23,808.80 | 23,486.30 | +72.50 | +0.31% | | --- | --- | --- | --- | --- | --- | --- | | 法国40 ...

英伟达盘前跌1.30%，上一交易日收跌2.59%；谷歌盘前涨1.42%，上一交易日收涨1.62%。 ...

近期，从模型到算力，谷歌正在引领全球AI新叙事，美股AI行情也围绕谷歌这一焦点，在算力和应用 层面出现两大分化： 算力：谷歌 VS 英伟达，TPU VS GPU。11中旬以来，谷歌与英伟达股价开始分化，除了"AI泡沫"叙事 扰动之外，近期Meta计划采购谷歌TPU的消息，也引发了市场对于谷歌TPU是否会替代英伟达GPU市场 份额的讨论。 风险提示 仅公开资料整理，不涉及投资建议及研究观点 本文源自：券商研报精选 应用：谷歌 VS OpenAI，Gemini VS GPT。近期 谷歌Gemini 3和 Nano-banana Pro大模型的超预期表现， 正在重塑此前OpenAI"一家独大"的AI竞争格局，也在牵动双方生态链公司的股价表现。11月中旬以 来，谷歌链公司（谷歌+博通+天宏科技+Lumentum+迅达科技）与OpenAI链公司（英伟达+微软+甲骨文 +AMD+CoreWeave）走势显著分化。 ...