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 ...

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 ...

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 ...

Mustafa Suleyman, CEO of Microsoft AI, made a bold prediction about the future of professional tasks, suggesting that “most, if not all, professional tasks” for lawyers, accountants, project managers, and marketing professionals “will be fully automated by AI within the next 12 to 18 months.”Software Engineers Already Experiencing Role TransformationIn a recent interview with the Financial Times, Suleyman pointed to software engineering as evidence that the shift is already underway.“Many software engineers ...

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，资管巨头贝莱德递交了截至2025年12月31日的第四季度持仓报告(13F)。 从持仓比例变化来看，前五大买入标的为：谷歌-A、谷歌-C、礼来、美光(MU.US)、苹果。 据统计，贝莱德第四季度持仓总市值为5.92万亿美元，上一季度总市值为5.71万亿美元，环比增长3.67%。该基金在第四季度的投资组合中新增了247只个 股，增持了3309只个股，减持了1546只个股，清仓了165只个股。其中前十大持仓标的占总市值的30.41%。 前五大卖出标的包括：标普500ETF-SPDR CALL(SPY.US.CALL)、ServiceNow(NOW.US)、Strategy(MSTR.US)、AT&T(T.US)、Kellanova (原股票代码：K， 现已退市)。 | 2025-12-31 | | | --- | --- | | 13F Activity | | | Market Value | $5.92t, Prior: $5.71t | | Inflows (Outflows) as % of Total MV | +1.4793% | | New P ...

Singapore Prime Minister Lawrence Wong name-dropped two of the country’s largest companies during his budget address on Thursday, citing them as role models as the Southeast Asian country embraces artificial intelligence as a way to future-proof its economy. The country is setting up a new AI council, helmed by Wong himself, to oversee the development and execution of “national AI missions” in four key areas: advanced manufacturing, connectivity, finance and healthcare. “Harnessed well, AI will be a strateg ...

在这样的市场背景下，数据中心不仅是 AI 应用落地的基础设施，更成为产业链上下游企业利润增长和技术竞争的核心支撑。 近年来，AI 驱动的数据中心建设进入 全球加速阶段 。 2 月 2026 最新新闻显示， Meta 已在美国印第安纳州启动 100 亿美元级数据中心建设 ，计划在 2027–2028 年投入运营，彰显大科技公司对 AI 算力部署的战略重视。 同一天， 法国 AI 公司 Mistral AI 宣布 14 亿欧元投资，在瑞典建设新数据中心 ，加 强欧洲独立算力基础设施布局。 与此同时， OpenAI 与三星 SDS、SK Telecom 的合作也将于 2026 年 3 月在韩国启动新数据中心建设 ，标志着国际合作在本地算力基础设施建设上的推 进。 在运营层面，全球最大数据中心运营商 Equinix 预计 2026 年收入将超过预期 ，并计划在印度和印度尼西亚等地扩建新站点，以满足 AI 和云服务需求。 另外在美国， 能源与基础设施合作也在加速 ：Constellation Energy 与 CyrusOne 达成 380 兆瓦电力供应协议 ，支持德州新数据中心项目的扩张，反映出 能源供应与基础建设与 ...

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating a positive outlook compared to the broader market [3]. Core Insights - The AI application landscape is rapidly evolving, with significant advancements expected in 2026, which will impact traditional sectors such as software, film, and media [6]. - Domestic AI models are increasingly competitive with international counterparts, particularly in terms of performance and cost, suggesting a potential shift in the global AI model competition [6]. - The demand for AI inference is rising sharply, leading to increased pricing actions from model and cloud service providers, which benefits companies within the industry [6]. Industry Data Summary 1. Industry Data - The software industry in 2025 is projected to generate revenues of 15.48 trillion yuan, reflecting a year-on-year growth of 13.2% [12]. - The IC design sector is expected to grow by 18.9% in 2025, while cloud computing and big data services are anticipated to grow by 13.6% [19]. - The information technology service revenue is expected to increase by 14.7%, further solidifying its share of the overall software business revenue to 68.7% [27]. 2. AI Developments - Major AI models are being released, with significant competition expected in the market, particularly with the upcoming launches of models like DeepSeek-V4 and others in February 2026 [33]. - The pricing of domestic models is significantly lower than that of international models, enhancing their attractiveness for various applications [39]. - The user engagement for AI applications is increasing, with notable growth in active users for platforms like Gemini and ChatGPT [44]. 3. Domestic Market Dynamics - Domestic chip manufacturers are expected to benefit from restrictions on foreign competitors, with companies like Huawei and Dawning making significant advancements in AI computing capabilities [6]. - The report highlights the increasing capital expenditures from overseas tech firms, raising concerns about market dynamics [6]. - The MaaS (Model as a Service) market is projected to grow rapidly, with significant contributions from companies like ByteDance and Alibaba [56].

通信 周跟踪（20260202-20260208） 领先大市-A(维持) ——北美资本开支增长并未见顶，Scaleup 是光通信重要增量 2026 年 2 月 13 日 行业研究/行业周报 通信行业近一年市场表现 行业动向： 1）北美主要 CSP 陆续发布财报，AI 飞轮高速运转，2026 资本开支指引超 预期。近期，北美主要 CSP 完成了 2025 年度财报的公布，普遍向外界传达的信 号是 AI 已从成本中心转为收入引擎，继续扩大投资急迫且真实。 资料来源：常闻 相关报告： 【山证通信】——moltbot 爆火背后 1.1 云业务通过 AI 算力与工具实现高增。例如，AWS 云销售额同比增长 20% 达到 1287 亿美元，其 Bedrock 上托管的 20+个模型得到客户来自项目编程、推理 和代理工作流程的全面需求。谷歌云 2025 年末年化营收突破 700 亿美元成为增 长最快的核心业务，主要得益于企业 AI 基础设施、AI 解决方案及核心云服务的 强劲客户需求。微软 Azure 的年收入已超过 750 亿美元，同比增长 34%，主要来 自 OpenAI 等大客户的长期订单、Azure AI Foun ...

撰稿：史玥明 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 周四晚间，微软AI首席执行官Mustafa Suleyman表示，律师、会计师、项目经理和营销人员等从事电脑 办公的专业人士，其"大多数任务"将在未来12至18个月内被AI完全自动化。AI颠覆预期如同多米诺骨牌 般冲击美股各个行业板块，商品市场流动性同样收紧，银价大幅下跌。截至发稿前，沪银主力合约再次 回落至20000大关下方，日内最大跌幅超9%。 尽管贵金属春节前释放了大部分风险，不过春节期间同样面临严峻考验。数据方面，春节期间重点关注 2月20日公布的美国四季度实际GDP初值。市场预期受到美国政府关门影响，美国四季度实际GDP增速 至少下降1.5%，预计环比折年率初值为2.9%，较前值的4.4%大幅回落。若数据降幅超预期，在2026年 初通胀持续顽固、美联储暂停降息的大背景下，市场可能强化对于美国经济陷入滞涨的交易，警惕风险 资产价格大幅回调与美元流动性风险溢出的再度发生。地缘方面，俄乌边打边谈的局面仍在继续，而美 伊首轮间接会谈也未取得实质性进展。美国在会谈期间美国加派军事力量强化在中东的威吓，并且特朗 普正式签署命令授权对 ...