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.

Core Viewpoint - Elon Musk is suing OpenAI and Microsoft for up to $134 billion, claiming he is entitled to recover "improper gains" from their early support, with the case set to go to trial in April [1][3] Group 1: Financial Claims - Musk invested $38 million in OpenAI in 2015, which accounted for 60% of the early seed funding [1] - Financial economist C. Paul Vazan estimates that OpenAI profited between $65.5 billion and $109.4 billion, while Microsoft gained between $13.3 billion and $25.1 billion from Musk's early contributions [1] Group 2: Legal Responses - Musk's chief lawyer, Steven Molo, emphasized that Musk not only provided funding but also shared valuable scaling experience, which has been quantified [3] - OpenAI has dismissed the lawsuit as "not serious" and part of Musk's "harassment litigation," previously labeling it as "baseless" [3] - Microsoft stated there is no evidence to suggest it "aided and abetted" any wrongdoing by OpenAI [3]

转自 | CSDN（ID：CSDNnews） 好了 ， 又一个让 Win11 黑粉狂欢的实测数据来了。 在开发者社区，Windows 11 一直背负着不小的骂名：基础资源占用高、硬件门槛苛刻、UI 退化、 后台遥测越来越多，外加各种强制的微软服务接口，让不少老用户直呼"越更新越臃肿"。 最近，油管博主 TrigrZolt 做了一组 不太 科学、却非常"解气"的对比测试：他用同一套老硬件，对 比了 Windows XP、Vista、7、8.1、10、11 六代系统的真实表现。 结果令人咋舌 —— Win11 几乎在所有测试项目中 都 排名垫底，连 发布至今 2 4 年 的 Win XP 都能 吊打 它 ，而 当年饱受 嘲讽 的 Win8.1 也 成了最大赢家。 为什么说 " 不太 科学 " ？ 因 为 TrigrZolt 用 的 测 试 设 备 是 6 台 201 2 年 发 布 的 联 想 ThinkPad X220 笔记本 ， 其 核心 硬件 配置如下： 开机速度：Win8.1 一骑绝尘，Win11 慢到离谱 在首轮开机测试中，Win8.1 拔得头筹，而 Win11 则毫无悬念地垫底。 要知道，Win8.1 ...

Monetary Policy - The People's Bank of China has decided to lower the re-lending and re-discount rates by 0.25 percentage points, effective from January 19, 2026. The new rates for agricultural and small business re-lending will be 0.95%, 1.15%, and 1.25% for 3-month, 6-month, and 1-year terms respectively, while the re-discount rate will be 1.5% and the mortgage supplementary loan rate will be 1.75% [2] Trade Relations - Several EU countries are considering imposing tariffs on goods worth €93 billion imported from the US as a countermeasure against tariffs imposed by the US on eight European countries. If no agreement is reached, retaliatory tariffs will automatically take effect from February 6 [3] AI Industry - Elon Musk predicts that China will dominate AI computing power due to its significant electricity supply advantages, potentially tripling its power generation compared to the US by 2026, which will support high-energy data centers [4][5] - OpenAI plans to test targeted advertising within the ChatGPT application to diversify revenue streams ahead of a potential IPO, targeting free users and a new low-cost subscription model [5] - Anthropic is seeking to raise $25 billion or more, with Sequoia Capital participating in the funding round, aiming for a valuation of $350 billion [7] Automotive Industry - Bosch, the world's largest automotive supplier, is facing significant financial pressure, projecting a profit margin below 2% for 2025, primarily due to restructuring costs of €3.1 billion [19] - Porsche's global sales are expected to decline by 10% in 2025, with a notable 26% drop in the Chinese market, reflecting a nearly 60% decrease from its peak in 2021 [20]

文︱陆弃 1月中旬，马斯克起诉OpenAI及微软，索赔高达千亿美元级别的消息，并未在技术圈激起太多惊讶，却 在更广阔的公共领域引发了一种微妙的不安。这并不只是又一场科技巨头之间的商业纠纷，也不仅是创 始人"反目成仇"的老套戏码。它更像是一道被撕开的裂缝，让人得以窥见人工智能这一时代性技术，在 理想、制度与资本三者之间日益紧张的关系。 微软在其中的角色同样耐人寻味。作为全球最具资源整合能力的科技公司之一，它为OpenAI提供了不 可或缺的算力、资金与市场通道，也在事实上重塑了后者的决策结构。这种"战略合作"并不违法，却让 原本模糊的非营利边界变得更加难以自洽。当技术突破与商业应用高度绑定，所谓"公共利益"的实现路 径，往往只能通过市场间接完成，而不再是组织章程中的道德宣言。 如果说这场诉讼有其时代意义，那么意义并不在于法庭最终会判给马斯克多少赔偿，而在于它迫使人们 重新思考一个被长期回避的问题：在人工智能这样的高风险、高回报领域，是否存在一种稳定的制度设 计，能够同时容纳创新动力、资本回报与公共责任？还是说，这三者之间的张力注定只能通过不断的冲 突来调节？ 从历史经验看，重大技术变革往往伴随着制度滞后。工业革命 ...