Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Microsoft Corporation (NASDAQ:MSFT) shares are trading higher on Thursday and are at a critical level. If the shares can hold current support, they could start to work higher. But if the support breaks, a new downtrend may form.That is why Microsoft is the Stock of the Day. • What’s going on with MSFT stock today?As you can see on the chart, after selling off, Microsoft has found support around $445. This isn't a coincidence. There is support at this price because it had previously been resistance.Resistanc ...

在任何一天，数百万欧洲人都在使用微软软件，用美国天然气取暖，并购买美国股票。许多美国人使用 德国软件，喝法国葡萄酒，服用欧洲制造的药品。 美国和欧盟之间每天的商品和服务交易额超过54亿美元，背后有着广泛的跨境投资，支撑着数百万个就 业岗位。 尽管特朗普总统曾经威胁对多个欧洲国家加额外关税，以迫使它们出售格陵兰岛，但这场风波对于欧洲 官员来说是一个清晰的时刻。 他们正在将跨大西洋的庞大商品、服务和投资流看作是对美国施加压力的潜在杠杆。欧盟领导人周四表 示，他们将在布鲁塞尔会面，以"协调前进的方式"。 "欧洲领导人不能假装过去几周的事件没有发生，"欧洲改革中心（Centre for European Reform）副主任 Ian Bond表示。"这是长期以来跨大西洋关系中最严重的危机，但在特朗普执掌白宫的情况下，这不会 是最后一次。" 除了针锋相对的关税和其他反应性措施，欧洲人如何向一个认为他们软弱的政府展示力量？怎样才能威 慑一个不顾全球经济秩序并期望他国顺从其意志的不可预测的伙伴？ "欧洲人也可以做出轰动的举动，"位于布鲁塞尔的德国马歇尔基金会（German Marshall Fund）高级研 究员Peter ...

责任编辑：张俊 SF065 美国求职者集体起诉Eightfold AI，指控其未披露的"秘密评分"违反消费者报告法；诉讼文件中提及的客 户包括微软（MSFT）和贝宝（PYPL），不过它们并非被告。 责任编辑：张俊 SF065 美国求职者集体起诉Eightfold AI，指控其未披露的"秘密评分"违反消费者报告法；诉讼文件中提及的客 户包括微软（MSFT）和贝宝（PYPL），不过它们并非被告。 ...

在与芬克的其他讨论中，纳德拉还深入探讨了AI市场动态并涉及泡沫话题。他表示，只有"当我们只谈 论科技公司时"才会存在泡沫，并指出这项技术"依赖于全世界的需求"。 微软CEO萨蒂亚·纳德拉在达沃斯世界经济论坛上与贝莱德CEO拉里·芬克的对话中表示，数据中心位置 是AI主权"最不重要的因素"。 纳德拉认为，企业AI主权的关键在于控制基于专有知识训练的模型，而不是物理基础设施的位置。"如 果你无法将企业的隐性知识嵌入到你控制的模型权重中，从定义上来说你就没有主权。这意味着你正在 向某个模型泄露企业价值，"他说道。 他进一步强调："事实上，数据中心运行在哪里是最不重要的事情。" 纳德拉继续说："在AI时代，谈论最少但我认为在今年将被讨论最多的话题，将是企业主权。" 这种重新定位源于微软在传统数据主权方面的困境。这家软件和云计算公司在欧盟设立的数据边界虽然 意图消除欧洲客户对依赖美国实体的担忧，但无法保证免受美国政府的访问要求。 因此，纳德拉认为最好将讨论推进到AI时代的主权概念。根据他的观点，在AI时代数据中心位置是企 业最不需要担心的问题。他表示，加密技术将解决主权担忧，只有光速会限制数据中心的部署。 这一观点假设 ...

（原标题：黄仁勋等科技大佬齐聚达沃斯? 畅谈 AI 泡沫与智能进程） 在日前达沃斯举行的世界经济论坛上，英伟达、谷歌、微软、OpenAI、Palantir等高管围绕人工智能泡 沫以及AI对劳动力市场影响展开了讨论，并且普遍认可AI治理上需要达成全球协作。 否认AI泡沫 2026年英伟达创始人兼CEO黄仁勋首次出席达沃斯，与贝莱德CEO劳伦斯·芬克对话时，就AI泡沫问题 回应，检验AI是否有"泡沫"的方法是看实际需求。目前英伟达在全球各大云中部署的数百万颗GPU正被 广泛使用，且供不应求；同时，GPU的租赁现货价格正在上涨，新创立的AI公司数量庞大，同时越来 越多的公司正将研发预算转向AI。 "之所以有人觉得是泡沫，恰恰是因为我们投的规模太大；而规模大，是因为我们得从下到上，把支撑 AI的每一层基础设施都给建起来。"黄仁勋强调，2025年是有史以来风险投资规模最大的一年，全球超 过1000亿美元，其中大部分流向了AI原生企业，这些企业都需要基础设施。 微软CEO萨提亚·纳德拉指出，泡沫的核心风险是收益集中与价值空转。"如果AI增长仅由投资驱动，便 可能是泡沫的征兆。"他提出避免泡沫的核心是均衡分配收益，AI必须 ...

Key Points AI-enabled cyberattacks increased 72% in 2025. Palo Alto has a very profitable security business and is expanding its footprint with its Cyberark purchase. Microsoft is the largest cybersecurity company by revenue. 10 stocks we like better than Palo Alto Networks › Security threats are constantly rising and getting more sophisticated, thanks to bad actors utilizing artificial intelligence (AI). AI-enabled cyberattacks increased an estimated 72% in 2025 and that's led to a rapid increas ...

2026.01. 22 本文字数：3422，阅读时长大约5分钟 作者 | 第一财经 后歆桐 英特尔将率先在当地时间22日美股盘后公布今年第一份美股大型企业财报。 人工智能（AI）无疑将继续成为本轮科技股财报季焦点，投资者预计仍将关注各大科技企业如何将其 在热门技术领域的巨额投资变现，以及亚马、谷歌、微软和Meta会否继续加大AI投资。投资者还将 关注英特尔的PC芯片销售情况，微软停止对Windows 10的支持可能会提振其业绩，但持续的全球 内存短缺可能会抑制销售前景。苹果的财报也备受瞩目，投资者预计其去年第四季度iPhone的强劲 销售将带动其业绩实现稳健增长。此外，AI领军企业英伟仍将是市场关注焦点。 同时，市场还关注美股科技股"七巨头"走势分化，以及AI投资惠及行业越来越多的趋势。2023年首 提"七巨头"概念的美国银行策略师哈内特（Michael Hartnett）表示，他最初将这些股票归为一 类，是因为它们规模庞大、运营良好且在科技领域占据主导地位。但AI领域的"军备竞赛"已让"七巨 头"产生分化，且已持续一段时间。他还称，"我们还开始看到AI投资惠及的股票范围扩大了。这意 味着，新的'七巨头'将是 ...

Market Overview - Major indices showed positive performance with ChiNext Index up by 1.01%, North Star 50 by 0.69%, Shenzhen Component Index by 0.50%, Sci-Tech 50 by 0.41%, and Shanghai Composite Index by 0.14% [1] - TMT sector led the gains with SW Communication Network Equipment and Devices increasing by 4.15%, SW Printed Circuit Board by 3.84%, and SW Horizontal General Software by 3.19% [1] - Conversely, TMT sector also saw declines with SW Integrated Circuit Packaging and Testing down by 3.65%, SW Semiconductor Equipment by 2.28%, and SW Semiconductor Materials by 2.09% [1] Domestic News - BlueTech Optical raised 1.055 billion for AR optical product industrialization, with 500 million allocated for advanced production and testing equipment [2] - Fudan University team successfully created large-scale integrated circuits within flexible polymer fibers, achieving high precision interconnections [2] - Passive component manufacturer Huaxin announced a price increase for resistors effective February 1, aligning with industry leader Yageo's plans [2] - Yuexin Semiconductor's fourth-phase project commenced, with a total investment of approximately 25.2 billion for a production line capable of 40,000 12-inch wafers per month [2] Overseas News - Kioxia's storage division reported that its 2026 production capacity is sold out, and it plans to enhance factory efficiency to meet demand [3] - Cadence partnered with Microsoft to develop a high-performance, low-power memory system for data centers, set for deployment in Microsoft's facilities [3] - The EU Commission proposed a draft revision of the Cybersecurity Law, aiming to phase out high-risk suppliers in 18 critical infrastructure sectors [3] - Display industry trends indicate that panel manufacturers are adjusting utilization rates to balance supply and demand, with expectations for price increases in 2026 [3] AI News - Adobe introduced new AI features in Acrobat for document review and content creation, enhancing workflow efficiency [4] - Baidu launched the Wenxin large model 5.0, featuring 2.4 trillion parameters and advanced multimodal capabilities [4] - Tencent Cloud released CodeBuddy 2.0, enhancing AI application development capabilities for enterprises [4] - Microsoft Research introduced the Rho-alpha AI model, capable of interpreting natural language commands for complex robotic tasks [4] Industry Tracking - China's commercial space sector is projected to complete 50 launches in 2025, accounting for 54% of total launches, with 311 commercial satellites entering orbit [5] - A high-throughput flexible brain-computer interface system was developed, achieving real-time Chinese language decoding [5] - A pilot production line for 6N-grade synthetic quartz sand was established in Liaoning with an investment of 3.36 million [5] - UBTECH Robotics signed a cooperation agreement with Airbus to supply robotic products for aerospace manufacturing [5] Earnings Forecasts - Yidao Information expects a net profit of 60 million to 78 million for 2025, a year-on-year increase of 76.04% to 128.85% [6] - Zhaoyi Innovation anticipates a net profit of 1.61 billion for 2025, up 46% year-on-year [6] - Ruichuang Micro expects a net profit of 1.1 billion for 2025, reflecting a 93% increase [6] - Founder Technology forecasts a net profit of 430 million to 510 million for 2025, a growth of 67.06% to 98.14% [6] High-Frequency Data Updates - As of January 22, 2023, international DRAM spot prices showed varied trends, with DDR5 16G averaging $36.667, unchanged from the previous day [7] - Semiconductor material prices were updated, with 4N zinc oxide powder priced at 1,495 yuan per kilogram, reflecting a daily increase of 10 yuan [7]