4. 雀巢：将婴幼儿配方奶粉的全球召回范围进一步扩大至至少50个国家和地区，中国等被纳入召回范 围。国务院食安办、市场监管总局督促雀巢公司做好相关批次婴幼儿配方乳粉召回工作。 // 热点头条 // 1. 英伟达：要求海外客户为其H200 AI芯片支付全额预付款，称该芯片订单量已超过200万片，台积电 已被要求增产。 2. 中国石化与中国航油：实施重组，经报国务院批准，此次中央企业战略性、专业化整合，中国石化作 为全球第一大炼油公司和我国第一大航油生产商，与亚洲最大航空油品服务保障企业中国航油合并，有 望降低航空燃料供应成本，增强产业竞争力。 3. 阿里巴巴：淘宝闪购取得关键进展，2026年目标冲刺份额绝对第一。最新交流信息显示，淘宝闪购在 最新季度战略投入明确，将坚定加大资源倾斜以实现市场份额领先，反映公司在电商细分领域的竞争策 略升级。 5. 台积电：先进制程维持高产能利用率，3nm制程持续供不应求，今年除调高3nm报价外已暂停新案启 动，鼓励客户直接评估导入2nm制程。公司先进制程技术领先优势显著，产能紧张状况支撑其议价能 力。 // 大中华地区公司要闻 // 1. 中微公司：大股东巽鑫投资拟减持不超2% ...

I strongly believe that Microsoft Corporation ( MSFT ) is set to deliver an exceptional 2026, both in execution performance as well as that translating into share prices. This thesis does not try to emphasize how Microsoft isI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...

PayPal is working with Microsoft to support the launch of the tech giant’s Copilot Checkout.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This service allows shoppers to browse and pay without needing to leave Co ...

Key Points As of the end of its fiscal 2026 first quarter, Microsoft had a contracted backlog of nearly $400 billion. Taiwan Semiconductor Manufacturing's dominance of the chip foundry market continues to grow. 10 stocks we like better than Microsoft › Younger investors and high-income Americans are taking a keen interest in artificial intelligence (AI) as a long-term investment theme. In fact, according to The Motley Fool's 2026 AI Investor Outlook Report, 67% of the Gen Z respondents highlighted ...

Payments/financial services technology provider Fiserv has launched an AI-focused partnership with Microsoft.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This new collaboration is designed to further embed artif ...

【导读】美国科技股下跌，军工股暴涨 中国基金报记者 泰勒 兄弟姐妹们啊，今晚继续关注海外市场的表现。 美股涨跌不一 1月8日晚间，美股三大指数涨跌不一，道指上涨超100点，科技股为主的纳斯达克指数下跌，标普500指数接近平盘。 | 中国资产方面，全线大涨，中概股指数直线拉升，涨超1%，港股夜盘，两大指数上涨。 | | --- | 今晚市场的亮点之一，就是军工股暴涨。洛克希德·马丁、诺斯洛普·格鲁门以及Kratos Defense & Security Solutions等公司 股价大涨。 洛克希德-马丁(NYSE:LMT) 可融资 可卖空 $533.84 +36.97 +7.44% | 均价:536.99 最新:533.84 +36.97 +7.44% | | | | | | | --- | --- | --- | --- | --- | --- | | 5,42,87 | | 9.26% | | 成交明细 | | | 531 37 White | | 6.94% | 10:38 | 533.50 | 80 | | | | | 10:38 | 533.50 | 20 | | 519.87 | | 4.63% ...

Shares of Microsoft (MSFT) have gained 1% over the past four weeks to close the last trading session at $483.47, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $630.07 indicates a potential upside of 30.3%.The mean estimate comprises 44 short-term price targets with a standard deviation of $41.74. While the lowest estimate of $490.00 indicates a 1.4% increase from the current p ...

富国银行将微软的目标股价从每股700美元下调至665美元。 来源：滚动播报 ...

Core Insights - Microsoft Corporation (NASDAQ:MSFT) is identified as a top AI stock investment opportunity, with significant revenue growth anticipated due to AI advancements [1] - Wedbush has reaffirmed an Outperform rating for Microsoft, setting a price target of $625, highlighting the company's strong position in enterprise AI deployments [2] - Morgan Stanley also recognizes Microsoft's robust performance, citing strong customer demand and profitable AI investments that are expected to enhance margins [3] Company Overview - Microsoft is a global technology leader that integrates AI into its core products, including Microsoft 365, Azure Cloud, and LinkedIn, and collaborates with OpenAI for advanced generative AI capabilities [4] - The Azure platform offers enterprises scalable AI infrastructure, custom chips, and machine learning services, positioning Microsoft favorably in the AI market [4]

Microsoft ( NASDAQ:MSFT ) is seen as one of the few companies that has gone all in on AI, spending tens of billions in capex and to integrate it across its products and services. ...