Both tech companies are funding massive AI buildouts and could see strong long-term returns from these investments. But one stock edges out the other in a head-to-head comparison.Both Alphabet (GOOG +0.72%) (GOOGL +0.66%) and Meta Platforms (META +5.63%) sit near the center of two big investor debates: how quickly AI (artificial intelligence) spending is rising and which platforms can turn that spending into durable, profitable growth.But which of these two stocks is a better buy today? This is a timely que ...

历史数据是否完成"切割"？ 南都大数据研究院注意到，根据《中华人民共和国个人信息保护法》《数据安全法》及《数据出境安全 评估办法》，向境外提供重要数据，或处理超过100万人个人信息的处理者向境外提供个人信息，必须 申报数据出境安全评估。 对外经济贸易大学法学院副院长张欣教授指出，尽管Manus定位为面向国际的AI产品，对中国境内用户 数据依赖度可能不高，但在产品测试、中文服务或模型训练中，仍很可能处理过中国境内个人信息。她 强调，主体迁移或股权结构调整，并不能切断中国法律的适用，反而可能因其刻意弱化关联性的设计， 引发相关审查。 2025年3月北京市新闻办披露，Manus的国内产品Monica在京完成生成式人工智能服务登记。至于数据 合规，张欣认为交易本身不构成违规，关键在于其在中国境内曾提供中文服务并完成备案的关联产品， 是否在交易前对历史数据、用户信息完成实质性、可审计的合规切割。 近日，商务部对"Meta收购Manus是否需要进行审查"作出正式回应，表示将会同相关部门，依据出口管 制、技术进出口、对外投资等相关法律法规，对此次收购开展一致性评估调查。这场涉及数十亿美元的 收购案，因牵扯数据跨境流动、技术 ...

TSLA 上涨 4%：因其在奥斯汀启动了无监督自动驾驶出租车（robo-taxi）试乘，第三方数据也显示其订单量在 较长一段时间后首次出现回升。 伯恩斯坦认为，与 EUV 相比，DUV 的增长潜力被低估了，并指出先进逻辑和 DRAM 端产能扩张加速带动了 配套 DUV 出货量的增加；该机构预计未来两年 DUV 与 EUV 的资本支出比例约为 50:50。 分析师认为市场共识对 DUV 过于悲观，预计中国市场的 DUV 收入将保持大致持平而非下降，因为中国的先 进逻辑产能在三年内将扩大约 6 倍，且成熟逻辑 / NAND 完全基于 DUV；美银将每股收益（EPS）上调了 2%- 6%，原因是在中国市场需求更加强劲的基础上，代工厂、英特尔和存储芯片的需求也在增长。 META 上涨 5.6%：很高兴看到该股今日走强！Cleveland Research发布正面报告称，在季度末电子商务激增和 投资回报率（ROI）走高的推动下，其第四季度业绩最终高于市场预期，生成式人工智能（GenAI）创意工具也带 来了积极影响。 TSLA 上涨 4%：因其在奥斯汀启动了无监督自动驾驶出租车（robo-taxi）试乘，第三方数据也显示 ...

Stock Market Overview - U.S. stocks finished higher with the Dow Jones Industrial Average up 0.6% to 49,384.01, S&P 500 up 0.55% to 6,913.35, and Nasdaq up 0.9% to 23,436.02 [1] Intel Corporation - Intel reported fourth-quarter revenue of $13.67 billion, exceeding estimates of $13.37 billion, with adjusted earnings of 15 cents per share compared to expectations of 8 cents [2] - Revenue declined 4% year over year, with Client Computing down 7% to $8.2 billion, while Data Center and AI revenue rose 9% to $4.7 billion [2] - For the first quarter, Intel guided revenue between $11.7 billion and $12.7 billion, projecting breakeven adjusted earnings [2] - Intel's stock rose by 0.13% to close at $54.32, but slipped 11.4% in after-hours trading to $48.11 [1][2] GE Aerospace - GE Aerospace reported fourth-quarter adjusted EPS of $1.57, beating estimates of $1.39–$1.44, on revenue of $11.87 billion, above expectations of $11.24 billion [4] - Commercial Engines & Services revenue increased to $9.47 billion, driven by a 31% year-over-year increase in Services [4] - For 2026, GE guided adjusted EPS of $7.10 to $7.40 and free cash flow of $8.0 billion to $8.4 billion [4] - GE Aerospace shares fell by 7.41% to close at $295 [3][4] Intuitive Surgical Inc - Intuitive Surgical reported fourth-quarter revenue of $2.87 billion, beating estimates of $2.75 billion, with adjusted EPS of $2.53 compared to expectations of $2.26 [6] - Revenue rose 19% year over year, supported by an 18% increase in worldwide da Vinci procedures [6] - The stock increased by 0.40% to close at $525.81, rising 2.38% in extended trading to $538.30 [5][6] Capital One Financial Corp - Capital One reported fourth-quarter earnings of $3.86 per share, missing estimates of $4.11, while revenue was $15.58 billion, beating expectations [8] - Total net revenue rose 1% to $15.6 billion, but pre-provision earnings fell 12% to $6.2 billion due to a 13% increase in non-interest expenses [8] - The company confirmed an agreement to acquire fintech Brex Inc. for $5.15 billion, split between cash and stock [8] - Capital One's stock rose by 1.76% to close at $235.07, but fell 3.3% in after-hours trading to $227.30 [7][8] Meta Platforms Inc - Meta Platforms' stock surged by 5.66% to close at $647.63, with an intraday high of $660.57 [10] - The company announced the global rollout of ads on its Threads platform, which has over 400 million monthly active users [10]

2025年，Meta以创新高的逾2600万美元游说支出领跑所有科技公司，稳居第一。紧随其后的是支出超 过1700万美元的亚马逊和超过1300万美元的谷歌母公司Alphabet。不过，亚马逊的支出较前一年略有下 降。 彭博社梳理的名单中没有苹果。但据科技网站9to5mac报道，苹果2025年的美国游说支出达到创纪录的 1000万美元，同比增长近30%。 这一年，随着亿万富翁科技投资人戴维·萨克斯(David Sacks)出任白宫AI事务负责人，特朗普也公开支持 科技公司的投资计划，硅谷的优先事项与政府的AI议程几乎融为一体。 这是全球商界领袖都在遵循的一套操作手册，但很少有行业能像最大型科技公司那样快速掌握它。随着 它们的核心创新AI成为美国经济增长的新引擎，并可能颠覆日常生活的方方面面，这些公司比以往任 何时候都更需要华盛顿的支持。 根据彭博社对公开披露信息的梳理，英伟达、OpenAI、Meta等公司的政府关系部门在2025年进行了扩 张和重塑，以更好地与特朗普的政策议程保持一致。总体而言，2025年，美国大型科技与AI公司在游 说上总计花费了1.09亿美元，首次突破1亿美元大关，同时还在首都华盛顿的游说队伍 ...

1、 央行行长潘功胜表示，2026年将继续实施好适度宽松的货币政策，灵活高效运用降准降息等多种货币政策工具，保持流动性充裕。今年降准降息还有 一定的空间。 要继续维护好金融市场的平稳运行。做好预期管理，保持人民币汇率在合理均衡水平上的基本稳定。加强债券市场、外汇市场、货币市 场、票据市场、黄金市场监督管理。建立在特定情景下向非银机构提供流动性的机制性安排。继续用好支持资本市场的两项货币政策工具，支持资本市场 稳定发展。 2、国有六大行集体发布公告，落实个人消费贷款财政贴息政策，优化相关服务。 消费贷贴息政策执行期间，部分优质客户在享受贴息后，消费贷实际利 率可进入"2%"区间。 这一水平，甚至低于当前新发放的住房贷款利率。 3、 公募基金2025年四季报披露收官，中际旭创成为公募基金第一大重仓股。 据券商中国统计，公募基金2025年四季度仓位聚焦电子、电力设备等核心赛 道，光模块龙头中际旭创和新易盛，超越宁德时代和腾讯控股，成为主动权益基金前两大重仓股。 1、 今年首批936亿元超长期特别国债支持设备更新资金已下达， 支持工业、能源电力、教育、医疗、粮油加工、海关查验、住宅老旧电梯、节能降碳环 保、回收循环利 ...

Core Insights - Major tech companies are entering the AI hardware market, with OpenAI planning to launch its first AI hardware device in the second half of 2026, indicating a significant shift in strategy from software to hardware [1] - This trend is seen across various companies including ByteDance, Alibaba, and Meta, which are all investing heavily in AI hardware despite past failures in the hardware sector [1][2][4] Group 1: Reasons for Past Failures - Historically, major tech companies have struggled with hardware due to a lack of understanding of the complexities involved, often leading to failed products and financial losses [2][3][5] - The inherent arrogance of internet companies, which thrive on rapid iteration and low marginal costs, has hindered their ability to manage the high stakes and complexities of hardware production [6][7][8] Group 2: Changes in the Market - The emergence of AI models has changed the dynamics of hardware development, allowing for simpler interaction methods that reduce the need for complex designs [9][10] - AI hardware is now viewed as a sensor for AI, enabling companies to gather real-world data that can enhance their models, thus making hardware development more appealing [11][22][23] Group 3: Strategic Shifts - Companies like ByteDance, Meta, and OpenAI are now focusing on creating their own hardware to maintain control over user interactions and data, as the risk of losing direct access to users increases [15][17] - The collaboration between software and hardware companies is becoming more common, allowing for reduced development times and shared risks, making hardware ventures less daunting [25][26] Group 4: Future Implications - The AI hardware trend reflects a broader fear among software companies of being sidelined in the evolving tech landscape, as they seek to embed themselves into users' daily lives [27][28] - The proliferation of AI devices raises questions about the necessity and impact of such technology on human life, suggesting a deeper integration of AI into everyday activities [27][29]

CNBC's Jim Cramer said Thursday he's not bailing on the tech giants known as the Magnificent Seven despite most of those stocks getting off to a sluggish start in 2026."I think that the money will ultimately flow back to most of the [Mag 7] ... because these companies just have too many levers, too much money. They're run by people who are too smart to bet against," Cramer said on "Mad Money."The Mag 7 cohort consists of Amazon, Alphabet, Apple, Microsoft, Meta Platforms, Nvidia and Tesla. AI chipmaker Broa ...

当地时间1月22日，美股全线走高。消息面上，据央视新闻，美国总统特朗普最新表示，正在推进中的格陵兰岛协议将赋予美国"一切想要的军事进入权"。 此外，美国公布了第三季度GDP相关数据与最新初请失业金人数。 截至收盘，美股三大指数收盘集体上涨，道指涨0.63%，纳指涨0.91%，标普500指数涨0.55%。 科技股普涨，Meta收涨5.7%，创7月31日以来最大单日涨幅；甲骨文涨超2%，AMD、微软、亚马逊涨超1%。马斯克称在美国得州的无人驾驶出租车 RoboTaxi取消安全监督员，特斯拉涨超4%，Lyft跌1.5%，Uber跌2%。 当地时间1月22日，马斯克在瑞士达沃斯举行的世界经济论坛年会上发表演讲时表示，特斯拉已经在工厂中使用部分擎天柱执行一些简单任务。 他预测，到2026年底，这些机器人将能够"完成更复杂的工作"。 马斯克称，特斯拉只有在"确信其产品具备极高的可靠性、极高的安全性，以及极广泛的功能范围"时，才会正式面向公众开售。 英特尔第四季度营收136.7亿美元，同比减少4.1%，市场预估134.3亿美元；第四季度调整后每股收益0.15美元，上年同期0.13美元，预估0.09美元。英特尔 预计第一季度 ...

What studies show about returns after hitting “Top Dog” status… why the Mag 7 stocks are effectively, Top Dogs… where Eric Fry is looking for outperformance… Luke Lango and how to invest in the government’s “Genesis Program”Heavy lies the crown…especially in the stock market.For investors, “Top Dog” status – the #1 company by market capitalization – is often “dismayingly unattractive.”That conclusion comes from billionaire investor Rob Arnott, founder of Research Affiliates, whose research shows that market ...