| GOOGL 谷歌-A | | | | --- | --- | --- | | 331.860 1 +3.290 +1.00% | | 收盘价 01/12 16:00 美东 | | 332.700+ 0.840 +0.25% | | 盘后价 01/12 17:40 美东 | | 二 2 24 4 8 日 ♥自选 | | ● 快捷交易 | | 最高价 334.040 | 开盘价 325.800 | 成交景 3380.56万 | | 最低价 325.000 | 昨收价 328.570 | 成交额 111.66亿 | | 平均价 330.294 | 市空室 [M 32.76 | 总市值 4万亿 (--) | | 振 幅 2.75% | 市盈率(台) 41.28 | 总股本 120.67亿 | | 换手率 0.31% | 市海率 10851 | 流通值 3.63万亿 | | 52周最高 334.040 委 比 -88.24% | | 流通股 109.38亿 | | 52周最低 140.143 | 量 比 1.09 | 每 手 1股 | | 历史最高 334.040 股息TTM 0.820 | | | | 股息率IT ...

Core Insights - A top economist warns that debt-fueled capital expenditure (capex) spending, particularly from AI hyperscalers, is expected to significantly impact investment-grade bond issuance in 2026, potentially driving up interest rates [1][5] Group 1: Investment-Grade Bond Issuance - AI hyperscalers are anticipated to be major contributors to investment-grade bond issuance this year, with estimates ranging from $1.6 trillion to $2.25 trillion [2][3] - In 2025, major tech companies like Alphabet, Amazon, Meta, Microsoft, and Oracle collectively issued $100 billion in bonds, more than double the amount raised in the previous year [4] Group 2: Impact on Interest Rates - The influx of corporate debt could lead to upward pressure on interest rates and credit spreads, as the volume of fixed-income products entering the market is significant [3] - There are concerns that increased issuance from hyperscalers may divert buyers from other bond markets, such as Treasuries, which could further elevate interest rates [2][5] Group 3: Broader Economic Implications - The heavy borrowing in the tech sector, particularly for AI-related infrastructure, raises questions about the sustainability of this growth, with potential dire consequences if growth stalls [5]

1、美股周一收盘，道指收涨0.17%，标普500指数收涨0.16%，纳指收涨0.26%；纳斯达克中国金龙指数 收涨4.2%，哔哩哔哩涨9%，阿里巴巴涨10%，小鹏汽车涨8%。 2、COMEX 黄金期货收涨2.87%，报 4630.1美元/盎司； 白银期货收涨6.95%；WTI原油期货收涨0.64%，报59.50美元/桶；美油主力合约收涨 1.22%，报59.84美元/桶；SC原油主力合约收跌0.07%，报435元/桶。 3、沪金主力合约收涨1.31%，报 1030元/克；沪银主力合约收涨7.23%，报21268元/千克。 4、特朗普表示，将对与伊朗开展商业往来的 国家商品征收25%的关税，该新关税立即生效。 5、Meta Platforms计划在Reality Labs裁员约10%。 6、 苹果选中谷歌Gemini运行将于今年推出的 人工智能Siri系统，谷歌市值首破4万亿美元。 7、OpenAI以1 亿美元收购人工智能医疗健康应用程序Torch，推进ChatGPT Health布局。 8、美国财政部长贝森特警告 特朗普，针对美联储主席鲍威尔的联邦调查已引发市场震荡，或令鲍威尔拒绝交权。 9、白宫表示，外 交 ...

记者丨张嘉钰 吴斌 编辑丨江佩佩 视频丨许婷婷 当地时间1月12日，美股三大指数集体收涨，道琼斯指数涨0.17%，标普500指数涨0.16%，双双创下历 史新高。纳斯达克综合指数涨0.26%。 大型科技股多数上涨，谷歌A收涨1%，收盘市值突破4万亿美元，苹果收涨0.34%，据智通财经，苹果 将与谷歌达成合作，为其今年晚些时候推出的Siri等产品的人工智能功能提供技术支持。这项为期多年 的合作将借助谷歌的Gemini模型和云技术，助力苹果开发未来的基础模型。Meta收跌1.7%，微软跌 0.44%。 沃尔玛收涨3%创历史新高，总市值超过9400亿美元。 纳斯达克金龙中国指数收涨4.26%，热门中概股集体大涨，金山云涨逾21%，知乎涨17%，阿里巴巴涨 超10%创8月29日以来最大升幅，哔哩哔哩、小鹏汽车涨超8%，百度涨6%，蔚来涨5%，网易涨4.7%， 阿特斯太阳能涨4.5%。富时中国A50指数期货夜盘收盘涨0.52%。 | 金山云 | 13.400 | 21.60% | | --- | --- | --- | | KC.O | | | | 知乎 | 4.170 | 17.46% | | ZH.N | | | ...

Market Overview - On January 12, U.S. stock indices collectively rose, with the Dow Jones up 0.17%, the S&P 500 up 0.16%, both reaching historical highs, and the Nasdaq Composite up 0.26% [1] - Major tech stocks mostly increased, with Google A rising 1% to surpass a market cap of $4 trillion, and Apple up 0.34% as it partners with Google for AI support [3] - Walmart's stock rose 3%, reaching a historical high with a market cap exceeding $940 billion [3] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose 4.26%, with significant gains in popular Chinese stocks: Kingsoft Cloud up over 21%, Zhihu up 17%, Alibaba up over 10%, and others like Bilibili and Xpeng Motors also seeing substantial increases [3][5] Bond and Currency Market - U.S. Treasury yields increased but remained below earlier panic levels, with the 10-year yield slightly up by 1 basis point [6] - The U.S. dollar index ended its consecutive rise, dropping nearly 0.6% from its daily high, while the offshore RMB reached its highest point since May 2023 [6] Precious Metals - Gold prices surged, with spot gold rising 1.84% to $4,592.13 per ounce, hitting a record high of $4,630.21 during the session [7] - Silver also saw significant gains, with spot silver up 6.30% and COMEX silver futures up 6.95% [7] Oil Market - Crude oil prices increased, with the main WTI contract up 1.22% to $59.84 per barrel and Brent crude up 1.41% to $64.23 per barrel [8][9] Economic Outlook - Analysts suggest that gold is benefiting from increased demand for safe-haven assets, a depreciating dollar, and rising inflation expectations in the U.S. [10] - The focus is shifting to the upcoming U.S. Q4 earnings season, with major banks like JPMorgan set to report [10]

Core Viewpoint - Elon Musk criticized the AI partnership between Apple and Google, expressing concerns over Google's potential concentration of power in the AI space, particularly with its control over Android and Chrome [1][2]. Group 1: Partnership Implications - The partnership involves Google Gemini powering a revamped Siri for Apple, which could negatively impact Musk's AI firm, xAI, and its chatbot, Grok [3]. - Musk argues that this collaboration effectively sidelines Grok from competing in a lucrative hardware ecosystem dominated by Apple and Google [4]. Group 2: Legal Context - Musk's claims of monopoly are supported by legal precedents, as Google has been confirmed as a monopolist in previous antitrust cases [5]. - A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search, particularly through multi-billion dollar deals that established Google as the default search engine on Safari [6]. - The Department of Justice's rulings included a ban on Google paying for exclusive default status on devices and mandated data sharing with competitors to promote fair competition [6].

Key Points Investors pulled back from large artificial intelligence stocks due to concerns over valuation and excessive AI infrastructure spending. The market seems torn on how AI stocks will perform in 2026. Will the winners keep winning? Or are they poised for a pullback? 10 stocks we like better than Alphabet › Despite the hype surrounding artificial intelligence (AI) and the "Magnificent Seven" in 2025, only two stocks in the elite group actually outperformed the broader benchmark S&P 500 in ...

Core Viewpoint - Elon Musk criticized the collaboration between Apple and Google, claiming it leads to "unreasonable concentration of power" in Google's hands due to their existing dominance in the Android operating system and Chrome browser [1]. Group 1: Partnership Details - Google announced a multi-year partnership with Apple on January 12, 2023, where Google's Gemini technology will support new features for Apple's Siri and the Apple Foundation Model [1]. Group 2: Legal Actions and Reactions - Musk's xAI is currently suing Apple and OpenAI, alleging that Apple's integration of ChatGPT into Siri and Apple Intelligence restricts fair competition for rivals like Grok in the App Store [3]. - The court has rejected Apple and OpenAI's request to dismiss the lawsuit, and the case is set to proceed as planned [3]. Group 3: Industry Interpretations - Industry observers have two interpretations of Musk's criticism of the Apple-Google alliance: one suggests it may be a prelude to Musk launching a branded phone, while the other views it as a potential legal strategy to obstruct the partnership, similar to his previous actions against OpenAI [3].

The S&P 500 (SNPINDEX:^GSPC) rose 0.15% to 6,976.71, the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.26% to 23,733.90, and the Dow Jones Industrial Average (DJINDICES:^DJI) gained 0.17% to 49,590.19 as markets rebounded from an early DOJ‑Fed shock. Market movers Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) climbed as its valuation hit $4 trillion, helping stabilize mega‑cap tech despite policy jitters. In contrast, JPMorgan Chase (NYSE:JPM), Goldman Sachs (NYSE:GS), and American Express (NYSE:AXP) lagged as cre ...

Could a new deal with Google help Apple sell investors on its AI Vision? ...