全球首富马斯克突然掀桌！近日，他正式向人工智能巨头OpenAI及其最大金主微软发起天价诉讼，索赔金额高达 1340亿美元，震惊全球科技界。理由直指 OpenAI背弃创立初心——从"为人类福祉开发通用人工智能"的非营利组织，沦为微软的"闭源子公司"，涉嫌对其构成欺诈。 此案不仅关乎千亿赔偿，更是一场关于AI未来走向的路线之争：是开放共享，还是巨头垄断？是公益驱动，还是资本主导？马斯克以一己之力挑战两大科 技帝国，无论胜负，都将重塑全球AI治理格局。 马斯克在诉状中痛陈：自己作为OpenAI早期关键创始人与最大捐赠者（累计捐资超4400万美元），曾坚信其将坚守开源、非营利、造福全人类的使命。然 而，自2019年OpenAI转向营利模式，并与微软达成百亿美元级合作后，一切彻底变质。GPT-4等关键技术被深度集成进微软产品，却拒绝公开模型细节，完 全违背"开放"之名。马斯克怒斥："它现在是'封闭人工智能'，只为微软利润服务！" 对此，OpenAI断然否认，称公司始终独立运作，使命未改；微软则强调自身不控制OpenAI，合作仅为技术授权。但马斯克不买账，要求法院强制OpenAI恢 复开源，并禁止其与微软从所谓"通用人工 ...

每经AI快讯，1月19日，美国大型科技股在法兰克福交易所下跌，英伟达跌2%，微软与谷歌跌2.3%。 ...

以精准预测市场泡沫(如2000年互联网泡沫、2008年金融危机)而著称的传奇投资家、GMO投资公司联合 创始人杰里米.格兰瑟姆(Jeremy Grantham)在近期的一场访谈中指出，人工智能(AI)是等待破裂的经典市 场泡沫。 不过，这并不意味着应该完全放弃美国市场。格兰瑟姆对初创企业仍持乐观态度，他认为当下最具吸引 力的机遇不在公开市场，而在风险投资领域。 格兰瑟姆的核心观点简单得令人意外。他表示，从长期来看，唯一持续可靠的策略就是在资产便宜时买 入——即经典的价值投资。投资者信奉的其他所谓"超额收益"大多可归结为同一理念。例如常被提及的 小盘股溢价，与其说源于规模优势，不如说是机制使然——基金经理被迫卖出上涨至脱离小盘股范畴的 股票，同时买入跌入该范畴的股票，这实质上构成了向价值投资的结构性再平衡。 这对当今投资者意味着什么?格兰瑟姆指出，答案显然不在美国上市股票中。尽管AI相关资本支出和市 场狂热情绪推高了股价，但数字规律从不留情——当前价格攀升得越高，未来回报就可能越低。 格兰瑟姆补充称，AI同样无法逃脱市场的长期规律。正如19世纪的铁路或20世纪90年代末的互联网， 这是真正具有变革性的技术——而 ...

这种相关性的破裂正在重塑市场格局。投资经理们指出，"七巨头"——涵盖微软，Meta，苹果，亚马逊，特斯拉，Alphabet以及英伟达——已不 再是股市长红的代名词。随着AI军备竞赛的深入，这些公司在战略投入与核心业务增长上表现各异，导致其股价走势不再同步。 Bahnsen Group的首席投资官David Bahnsen直言："它们之间的相关性已经崩溃。如今它们唯一的共同点，仅仅是都拥有万亿美元的市值。" 曾经共同推动美股市场的"七巨头"阵营正在瓦解，这一曾被视为铁板一块的巨型科技股组合，如今已不再是投资者眼中的单一资产类别。随着市 场对人工智能热潮的看法趋于理性与审慎，这些万亿市值巨头的命运在过去一年中发生了显著分化。 在刚刚过去的2025年，仅有Alphabet和英伟达两家公司的表现跑赢了标普500指数。进入新的一年，这种分化趋势仍在延续，"七巨头"中已有五家 公司的表现不及大盘基准。曾主导市场的AI交易策略正在发生转变，资金不再盲目涌入整个板块，而是开始进行更具选择性的押注。 AI交易的分化与重构 随着牛市的演进，围绕人工智能的交易逻辑已发生演变。部分投资者预计AI红利将向医疗保健等行业扩散，而另一部分 ...

This blue-chip staple is still a great long-term investment.Peter Thiel became wealthy by co-founding PayPal, but he's now best known as the co-founder of Palantir, one of the hottest stocks on the market over the past year or so. Like many other billionaire investors, Thiel's portfolio moves (via his current hedge fund, Thiel Macro) attract plenty of eyeballs, as people look to him for insights about where the market may be heading.During the third quarter, Thiel Macro made three noteworthy moves:Selling i ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：机器之心Pro） 从 GPT-4o 开启全能（Omni）交互时代至今，Speech LLM 虽然在拟人化和低延迟上取得了长足进步， 但面临一个令人困扰的现象：当大语言模型（LLM）被赋予 "听觉" 后，它的智商下降了。 即便是同样的底层模型，一旦输入从文本变成语音，其逻辑推理能力（Reasoning）往往会显著衰退。 这种现象被称为"模态推理鸿沟"（Modality Reasoning Gap） 这个难题并非仅存在于学术界，而是 OpenAI、Google、Meta 等行业巨头都在试图跨越的 "天花板"： 此前的研究主要试图从两个方向修补这一鸿沟，但都存在缺陷： 为了解决这一核心痛点，香港中文大学（深圳）与微软团队联合提出了TARS(Trajectory Alignment for Reasoning in Speech)。这是一项基于强化学习（RL）的全新对齐框架，它不依赖死记硬背的监督微调， 而是通过对齐 "思维轨迹"，成功将语音输入的推理表现100% 恢复甚至超越了纯文本基座水平。 核心痛点：为什么模型 "听" 得越多，" ...

Core Viewpoint - The article highlights three stocks that are considered strong investment opportunities for 2026, emphasizing their significant profit generation capabilities. Group 1: Apple - Apple reported $416 billion in revenue and $112 billion in profits for the fiscal year ending September 27, 2025, with a cash stockpile of $54.7 billion [2] - iPhone sales account for 50% of Apple's total revenue, with associated products and services further increasing this percentage [2] - Anticipation of Apple's AI-powered smart glasses, expected to be unveiled this year, could serve as a catalyst for stock performance [4] Group 2: Microsoft - Microsoft is projected to generate approximately $327 billion in revenue for its fiscal year 2026, with earnings expected to rise significantly from the previous year's net income of $101.8 billion [5] - The company's largest revenue segment is productivity and business processes, including Microsoft 365 and LinkedIn, while the intelligent cloud segment, including Azure, is also a major contributor [6] - Analysts have a positive outlook for Microsoft, with a consensus price target suggesting over 30% potential upside, driven by increased adoption of agentic AI [8] Group 3: Nvidia - Nvidia anticipates generating around $212 billion in revenue for its fiscal year 2026, with profits expected to account for more than half of that total [9] - The company's GPUs are crucial for AI applications, with data center revenue comprising nearly 90% of total revenue in the latest quarter [10] - Nvidia's share price has increased by approximately 35% over the last 12 months, and the company is well-positioned to benefit from the accelerating demand for AI solutions [12][13]

2026年1月19日 星期一 驱动中国昨夜今晨 2026年央视春晚完成首次彩排 强化科技融合元素 阿维塔就南宁多车事故发布说明 阿维塔科技于近日就1月6日发生在广西南宁的一起涉及15辆车的连环碰撞事件作出官方说明。根据当地 交警部门出具的事故认定书，事故直接原因为涉事驾驶员超速行驶所致。阿维塔方面表示，在获得用户 授权的前提下，已调取相关车辆数据进行分析。结果显示，事故发生前后，该阿维塔07车型始终处于 【NCA_STANDBY】状态，即高级辅助驾驶功能未被激活。此外，车辆的安全气囊系统在碰撞发生后 按设计正常展开，符合安全规范要求。 12306平台上线误购车票限时免费退票功能 中国铁路12306平台宣布，自2026年1月19日起正式推出"误购限时免费退票"服务。凡购买2026年2月2日 及之后车次的旅客，若在完成支付后的30分钟内、且距离列车发车时间超过4小时的情况下发现购票错 误，可通过线上渠道自助办理全额退款，无需支付手续费。此项措施旨在优化用户购票流程，减少因操 作失误导致的经济损失，进一步提升铁路客运服务的便捷性与人性化水平。 追觅科技CEO回应"百万亿美金公司"目标 针对近期关于企业愿景的舆论关注 ...

来源：环球网 【环球网科技综合报道】1月19日消息，据瘾科技报道，微软针对2026年1月Windows安全更新引发的多 项严重漏洞，日前推出了紧急修复程序。此前，部分Windows 11设备在安装该安全更新后，出现无法 正常关机、休眠的问题，用户执行相关操作时设备仅会重启，同时Windows 10与Windows 11用户的远 程连接登录功能也受到影响。 此次"非常规推送"的修复补丁，主要解决了两大核心问题：一是修复Windows 11设备的关机/休眠异 常，二是恢复Win10、Win11用户通过远程连接应用登录设备的能力。微软表示，Win11关机故障仅影响 开启"安全启动"（Secure Launch）功能的设备，该功能可在设备启动时抵御固件级攻击，保障系统安 全。 至于远程连接故障，微软在其已知问题页面中解释，根源在于用户远程登录受影响设备时，出现凭据提 示失败。值得注意的是，据WindowsLatest报道，2026年1月这场安全更新仍存在部分遗留问题，部分用 户反馈设备出现黑屏、经典版Outlook崩溃等情况。（旺旺） ...

Summary of the Americas Thematic Focus List Conference Call Industry and Company Overview - **Industry**: The thematic focus is on various sectors across North America and Latin America, particularly in technology, energy, healthcare, and education. - **Companies Featured**: The focus list includes notable companies such as Amazon, Microsoft, NVIDIA, Eli Lilly, and Walmart, among others. Key Themes for 2026 1. **Tech Diffusion**: Emphasizes the rapid adoption of AI technologies across various sectors, with significant implications for productivity and competitive dynamics [12][14]. 2. **The Future of Energy**: Focuses on the increasing demand for energy driven by AI infrastructure and the transition to renewable energy sources [12][17]. 3. **The Multipolar World**: Highlights the shift towards localized supply chains and national economic security, impacting multinational corporations [12][13]. 4. **Societal Shifts**: Explores the implications of demographic changes, AI-driven employment disruption, and evolving consumer preferences [12][18]. Americas Thematic Focus List - **List Composition**: The focus list includes 18 high-conviction stock ideas, with a target holding period of 12-18 months [9][20]. - **Key Companies on the List**: - **Amazon (AMZN)**: Positioned as a leader in AI infrastructure, with a projected 32% upside to a price target of $238.18 [23]. - **Microsoft (MSFT)**: Expected to capture significant AI spending, with a 42% upside to a price target of $456.66 [23]. - **Eli Lilly (LLY)**: A leader in the GLP-1 market, with a 25% upside to a price target of $1,032.97 [23]. - **Walmart (WMT)**: Leveraging AI for operational efficiency, with a 13% upside to a price target of $119.20 [23]. Methodology and Specifications - **Focus List Size**: 15-20 stocks, with equal weighting upon construction [21]. - **Sector Weights**: No fixed sector weights, aiming for diversification [21][22]. - **Regional Weights**: Targeting 80-85% in the USA and 15-20% in Latin America [28]. Important Insights and Data - **Amazon's Growth**: Amazon's custom silicon strategy has grown 150% sequentially, indicating strong demand for its AI capabilities [29]. - **Eli Lilly's Market Potential**: The global diabesity market is projected to exceed $150 billion by the early 2030s, with significant growth opportunities for Eli Lilly [39]. - **NVIDIA's Dominance**: NVIDIA is positioned to capture a significant share of the projected $3-4 trillion in annual AI infrastructure spending by the end of the decade [53]. - **Walmart's AI Strategy**: Walmart's AI initiatives have led to a 50% automation rate in its supply chain, significantly reducing delivery costs [68]. Conclusion The Americas Thematic Focus List presents a strategic overview of high-conviction investment opportunities across key sectors, driven by transformative themes such as technology diffusion and energy transition. The insights provided highlight the potential for significant growth and the evolving landscape of investment in the Americas.