Investor Gary Black of The Future Fund LLC thinks that Alphabet Inc.-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo's crash incident could also be a major setback for Tesla Inc.'s (NASDAQ:TSLA) autonomous driving efforts amid NHTSA scrutiny.‘Regulators Hit Pause Button,' Says Gary BlackIn a post on the social media platform X on Thursday, the investor cautioned the Tesla faithful against not rooting for Waymo to progress. "This should be obvious but don't root against Waymo on safety issues," Black said.He outli ...

阿里巴巴终于补齐了在AI 版图上的最后一块关键拼图。 1月29日，这家科技巨头的芯片公司平头哥在其官网上线了"真武810E"芯片。这是一款软硬件都由阿里自主研发的高端 AI 芯片。此前，它的效能已在实 际场景中得到验证，服务了包括国家电网、小鹏汽车等在内的400多家外部客户。 图片来源：视觉中国 这款芯片的亮相，标志着阿里成为全球少数几家完整具备AI大脑（大模型）+ 计算平台（云）+ 核心硬件（芯片）全栈自研能力的公司。虽然中国若干家 科技巨头已实现全栈布局，但若以"自研技术与高频商业场景的深度耦合"作为界定标准，阿里在这一维度上率先达成了闭环。 换句话说，阿里的全栈能力在其庞大的体系内实现了内生性的循环——AI芯片提供底层算力，支撑通义大模型的训练与运行，并经由阿里云输送至电 商、支付、钉钉等高频场景；而场景产生的海量数据即刻回流，反哺芯片与模型的持续进化。 全球范围内，被公认达成这一闭环的另一家巨头是谷歌。 拥有全栈自研能力，固然意味着技术先进， 但更值得注意的是，这意味着巨大的成本优势，能够在算力、网络、模型、软件栈多个环节消灭供应商溢 价，从而拥有更低边际成本、更稳定的供给，和更高的迭代速度。 去年岁 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 阿里"通云哥"概念亮相，"通义+阿里云+平头哥"构成"云 + Al + 芯片"三角支撑 1月29日，平头哥"真武810E"高端AI芯片上线，阿里通义实验室、阿里云、平头哥，三者组成"通云 哥"概念。阿里巴巴集团 CEO 吴泳铭说："云 + Al + 芯片" 是未来实施阿里科技战略当中最重要的三角 支撑。未来十年云计算最大的增量和变量都是以 AI 为核心驱动力带来的变革。软硬件高度一体协调的 AI 模型，将会是下一代云计算公司的必备武器。 【巨头风向标】 贵州茅台出资参与SpaceX上市A轮融资？不实！ 1月29日，有市场传言称"贵州茅台证实参与SpaceX上市A轮融资"。贵州茅台方面回应称，此为"不实信 息"。贵州茅台1月29日收盘报1437.72元/股，涨8.61%，总市值突破1.8万亿元。 豆包手机新机预计2026年Q2中晚期发布 字节已于2025年底开启豆包手机助手正式版项目，新机预计将于2026年Q2中晚期发布。有供应链人士 称，字节对新机的预期不低， ...

Core Insights - Apple reported a record-breaking quarter, with significant growth in revenue and earnings, highlighting the importance of Apple Intelligence as a business lever and its partnership with Google for AI development [1][7] Group 1: Financial Performance - Apple achieved quarterly revenue of $143.8 billion, representing a 16% year-over-year increase, with diluted EPS of $2.84 [7] - iPhone revenue reached $85.3 billion, up 23% year-over-year, while Services revenue hit an all-time high of approximately $30 billion, increasing by 14% [7] - Sales in greater China surged to $25.5 billion, marking a 38% year-over-year growth, primarily driven by iPhone sales [7] Group 2: Apple Intelligence and AI Strategy - Apple Intelligence is framed as an operating-system-level capability rather than a standalone product, aimed at enhancing the overall ecosystem and monetization opportunities across hardware and services [3][4] - CEO Tim Cook emphasized that the integration of AI features is designed to be personal and private, enhancing user experience without necessarily being tied to a direct revenue model [4] - The potential for revenue growth from AI is linked to improvements in discovery, shopping, customer service, and in-app conversions, which could lead to increased device upgrades and service engagement [4] Group 3: Partnership with Google - Apple announced a partnership with Google, selecting it for its AI technology capabilities while ensuring privacy standards are maintained [5] - Cook stated that Google's AI technology provides a strong foundation for Apple's future developments, although specific deal terms were not disclosed [5] Group 4: Payment Security - Apple Pay reportedly eliminated over $1 billion in fraud for partners in the previous year, with plans to expand the service into more markets [6] - The company is focusing on device-centric security and network tokenization to reduce fraud, indicating ongoing investment in payment security measures [6]

【环球网财经综合报道】日前，全球最大主权财富基金——挪威政府全球养老基金公布数据，2025年投资收益 达到2.36万亿挪威克朗，约合2465亿美元；年投资回报率为15.1%。其中，股票投资表现尤为突出，回报率达 19.3%，大型科技股是该基金业绩的核心驱动力，其前五大持仓包括英伟达、苹果、微软、Alphabet和亚马逊。 半岛电视台对此发文称，该基金投资的一半以上在美国，其中大部分在股票和债券中，最大的10项投资占股票 投资组合的20%。基金CEO尼科莱·延森分析称："特别是在原材料行业，我们看到了强劲的表现。你们看到了 金属，如黄金、白银、铜等价格的上涨，这对业绩有很大帮助。金融行业也表现强劲，而房地产行业则表现最 差。" 报道也提到，到2025年下半年，挪威主权基金已将其在美国最大科技公司的股份降低，包括对芯片巨头英特尔 的投资份额从6月到年底从1.32%降至1.26%，对微软的投资份额从1.35%降至1.26% 该基金还预计，如果全球经济因地缘政治环境恶化，其投资组合可能会总体下降37%，这将超过人工智能场景 35%的预期影响。 ...

Apple on Thursday evening reported a blowout holiday quarter, driven by a 23% increase in iPhone sales. A strong revenue guide for the current March quarter suggests this strong device cycle will continue. Revenue in Apple's fiscal 2026 first quarter, which ended back on Dec. 27, rose 16% year over year to $143.76 billion, exceeding the $138.48 billion consensus estimate compiled by LSEG. Earnings per share of $2.84 increased 18% year over year, beating the $2.67 consensus estimate, according to LSEG. AAPL ...

Group 1 - The core viewpoint of the article emphasizes that the China Railway Group has declared the 12306 platform as the only official ticket sales channel, stating that it has not partnered with any third-party platforms and will enhance its system to combat ticket scalping [2][3] - The China Railway Group's passenger department director, Zhu Wenzhong, highlighted the negative impact of third-party platforms on the stability of the 12306 system and announced plans to optimize the risk control system for effective identification [3] - The railway authority is focusing on four key areas for ticket sales organization: addressing the needs of students, workers, and the elderly; introducing a limited-time free refund policy for erroneous purchases; continuously improving ticket sales strategies; and ensuring the stable operation of the 12306 system [5] Group 2 - The article mentions that the 2026 Spring Festival travel period is expected to see a record 9.5 billion person-times of cross-regional movement, with self-driving travel being the main mode of transport, accounting for about 80% [6] - The article also notes that the total passenger volume for railways and civil aviation is projected to reach 540 million and 95 million respectively during the Spring Festival travel period, with both figures expected to exceed historical peaks [6]

机构认为，若成交量能有效配合，短期市场仍有向上冲击阶段新高的可能性。 【财经日历】 新股申购：林平发展、电科蓝天 财报发布：苹果、部数据、闪迪 ►►国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大服务供给，促进服务消费提质惠民，为经 济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等 重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式 服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强 化财政金融支持等，加强对培育服务消费新增长点的支持保障。 ►►据新华社，从29日在沪召开的商业航天器及应用产业链共链行动大会获悉，我国将布局更多"太空+"未来产业。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天国家战略部署，发挥中央企业战略引领、生 态构建等职能，带动产 ...

CNBC's Jim Cramer on Thursday sees a crucial takeaway in the post-earnings swings for Microsoft and Meta Platforms stocks. His message to investors is simple: Do not give up on hyperscalers after a single quarter.Shares of Microsoft fell nearly 10% Thursday while Meta jumped roughly 10% after earnings reports from both tech giants Wednesday evening. In the case of Microsoft, investors were concerned after the software maker posted slowing cloud growth and management gave a weak response to questions about A ...

（原标题：加纳将用当地语言开发AI工具） 他说，他从谷歌非洲运营总监和Gemini项目负责人那里得到了保证，谷歌的教育工具将在加纳以零税率 部署。他表示，这包括与课程相符的内容和资源，内容涉及在教学中负责任地使用人工智能，确保所有 学习者无论身处何地或收入如何都能获得这些资源。他呼吁将豪萨语(在加纳和西非广泛使用的语言)纳 入人工智能工具的开发中。他强调，将豪萨语纳入通用语言将深化区域包容性，并进一步巩固加纳作为 非洲大陆人工智能创新中心的领导地位。 与此同时，2025年7月，谷歌宣布向非洲的人工智能研究和数字技能发展投资3700万美元，其中包括在 阿克拉启动一个新的人工智能社区中心。这是其对非洲数字化转型10亿美元更广泛承诺的一部分，并将 加纳牢牢确立为这一进程中的关键枢纽。 据"加纳通讯社"网1月26日报道。加纳教育部长伊德里苏在英国举行的生成式人工智能峰会期间与谷歌 副总裁进行了交流，之后他宣布，谷歌正与加纳大学和全球残疾创新中心(GD1)合作，开发加纳当地语 言的语音识别和人工智能(AI)工具，以提高教育可及性和数字服务。 ...