周三美股成交额第1名英伟达收高0.78%，成交273.57亿美元。瑞银将英伟达公司目标股价从235美元上 调至245美元。 第2名特斯拉收高0.80%，成交243.43亿美元。据报道，特斯拉副总裁拉吉-杰加纳坦当地时间2月9日在 LinkedIn上宣布离职，结束了13年的特斯拉生涯。这是马斯克麾下公司近期高管离职潮中的最新一例。 在此之前，特斯拉和xAI公司已有多名核心高管先后离开。 杰加纳坦写道："在一篇帖子里概括13年并不容易。我在特斯拉的旅程就像一个不断进化的过程。当我 离开时，我怀着感恩的心和对未来的兴奋。" 第3名美光收高9.94%，成交190.6亿美元。摩根士丹利周三将该股目标价从350美元上调至450美元，同 时维持对这家存储芯片制造商股票的"增持"评级。 这一新目标价高于美光周三收盘价410.34美元的交易 价格，并与分析师的普遍看好观点一致。公开数据显示，多位分析师对该股的平均评级为1.56（强烈买 入）。 第4名微软收跌2.15%，成交166.55亿美元。据媒体报道，盖茨基金会主席比尔-盖茨2月11日傍晚意外现 身上海张江，出席了一场名为"行动创造希望"的活动。 此次访问是盖茨继2023年 ...

每经AI快讯，周三美股三大股指收盘涨跌不一，道指跌0.15%，纳指跌0.16%，标普跌0.03%。英伟达、 苹果涨近1%，谷歌、微软跌超2%，亚马逊跌超1%，Meta微跌，博通、特斯拉微涨，卡特彼勒涨超 4%，美光科技涨近10%。 ...

OpenAI has fired Ryan Beiermeister, its Vice President of Product Policy, following sexual discrimination allegations from a male colleague. The termination came shortly after Beiermeister raised concerns about the company’s planned “adult mode” feature for ChatGPT, according to reports.According to a Wall Street Journal report on Wednesday, Beiermeister denied the allegations, telling reporters the claims were “absolutely false.” An OpenAI spokesperson said her departure was unrelated to any issues she rai ...

| 名称 | 涨跌幅 | 现价 | | --- | --- | --- | | 金山云 | 11.27% | 14.598 | | 瞬间旋面 | 3.65% | 32.090 | | 贝壳 | 2.49% | 18.940 | | 世纪互联 | 2.32% | 12.350 | | 理想汽车 | 1.67% | 19.205 | | 蔚来 | 1.61% | 5.040 | | 小马智行 | 1.56% | 14.960 | | 叮咚买菜 | 1.03% | 2.950 | | 文远知行 | 0.69% | 8.065 | | 拼多多 | 0.51% | 105.970 | | 迅雷 | 0.51% | 5.930 | | 富途控股 | 0.46% | 159.070 | | 唯品会 | 0.28% | 17.600 | | 小鹏汽车 | 0.06% | 17.830 | | 新东方 | 0.03% | 60.930 | 存储概念股反弹，美光科技涨超6%，西部数据涨超4%。 编辑丨瑜见 大型科技股普涨，闪迪涨超8%，甲骨文涨2%，英伟达涨超1%，特斯拉、博通、苹果、亚马逊等均上 涨。 | 名称 | 涨跌幅 ▼ ...

Microsoft has rolled out fixes for security vulnerabilities in Windows and Office, which the company says are being actively abused by hackers to break into people’s computers.The exploits are one-click attacks, meaning that a hacker can plant malware or gain access to a victim’s computer with minimal user interaction. At least two flaws can be exploited by tricking someone into clicking a malicious link on their Windows computer. Another can result in a compromise on opening a malicious Office file. The v ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Key Takeaways Pure-play firms like IonQ and D-Wave post losses despite revenue growth and strong liquidity.NVIDIA backs hybrid quantum-classical computing via CUDA-Q and GPU integrations.Microsoft advances Azure Quantum with hardware research and cloud-based tools.Pure-play quantum computing stocks such as IonQ (IONQ) , D-Wave Quantum (QBTS) and Rigetti Computing (RGTI) have attracted strong investor interest due to sharp stock moves and major technology announcements. However, while their technological bre ...

Core Insights - The article discusses significant corporate actions and market dynamics, including Paramount's hostile bid for Warner Brothers, Netflix's merger opposition, and Kraft Heinz's reversal on its split plan [2][57]. Group 1: Corporate Actions - Paramount is increasing pressure for its hostile bid for Warner Brothers, with an activist investor opposing Netflix's merger [2]. - Ancora has built a stake in Warner Brothers and is pushing for engagement with Paramount, threatening to vote against the deal if Warner Brothers does not comply [3][4]. - Kraft Heinz has halted its plan to split into two, opting instead to invest $600 million in marketing and product improvements, citing a larger-than-expected opportunity [57][58]. Group 2: Market Dynamics - Duke Energy has signed deals with Microsoft and Compass to power data centers, reflecting the growing demand for electricity driven by the AI boom [7][8]. - Hyperscaler spending has surged, with Microsoft, Meta, Amazon, and Oracle spending a combined $150 billion in 2022 and 2023, projected to reach around $660 billion by 2026 [10][11]. - Alphabet is tapping the debt markets for financing, similar to Apple's past strategy, to support its cloud infrastructure buildout, anticipating significant growth in its cloud business [12][13]. Group 3: Investment Trends - General Atlantic's Chairman Bill Ford emphasizes the importance of global diversification in investment strategies, with 50% of their activity outside the U.S. [20][21]. - The firm sees opportunities in emerging markets, particularly in China, despite geopolitical complexities [25][26]. - The article highlights a trend of increased investment in AI and technology sectors, with significant spending expected to reshape business models and create new market opportunities [45][46].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Industry Overview - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to sustain this growth [2] - AI technologies, particularly large language models, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The demand for electricity is rising, and power grids are under strain, leading to increased electricity prices [2] Company Insights - A specific company is highlighted as a key player in the energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in AI energy demand [3][7] - This company is positioned to benefit from the growing need for electricity in AI data centers, making it a potentially lucrative investment opportunity [3][8] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides financial stability and growth potential [8][10] Strategic Positioning - The company plays a vital role in U.S. LNG exportation, which is expected to grow under the current administration's energy policies [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewable fuels [7] - The company also holds a substantial equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off-the-radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potentially attractive entry point for investors [10] Future Outlook - The convergence of AI, energy infrastructure, and onshoring trends presents a unique investment landscape, with the potential for significant returns as the demand for AI-driven solutions continues to rise [14][15]

any type of robot, unmanned vehicles, 3D printers and navigation systems, and more. In the future, AI could empower robots to do countless jobs humans do today, for better or worse. Either way, it promises remarkable productivity gains.Those are just the obvious areas. Drug discovery, financial modeling, scientific research, and more offer big opportunities empowered by AI productivity enhancement. Together, the ETF wrapper has allowed such specific, targeted ETFs to come to market for investors. Tax effici ...