在Parmy Olson看来，AI行业早已对天量押注"麻木"，因此黄仁勋对承诺的谨慎格外值得关注。《华尔 街日报》提到，黄仁勋不仅强调投资不具约束力，还私下质疑OpenAI的经营与执行纪律，这为OpenAI 的融资叙事与合作伙伴信心投下变量。 对投资者而言，这种表态意味着两层信号：其一，围绕OpenAI的资本与算力规划可能仍在快速调整； 其二，即便是最核心的产业伙伴之一，也在重新评估风险敞口与回报路径。 英伟达、OpenAI与微软构成的AI合作链条，正因"执行力"与"经营纪律"的分歧出现松动迹象。 周三，彭博社科技作家Parmy Olson在最新专栏文章中表示，黄仁勋对OpenAI的犹豫不仅是单笔投资的 风向变化，更像是在提醒微软，独占模型与知识产权并不自动转化为产品胜势，市场竞争正在从"谁的 模型更强"转向"谁更会落地"。 Nvidia首席执行官黄仁勋近期向业内人士表示，他此前宣布对OpenAI的1000亿美元投资"并不具约束 力"，并私下批评OpenAI缺乏商业纪律。黄仁勋否认自己对OpenAI不满，并在上周六对记者表示"我们 会投入大量资金"，但他同时选择为承诺留出余地。 Parmy Olson认为，这 ...

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index moved to the “Fear” zone on Tuesday.U.S. stocks settled lower on Tuesday, with the Nasdaq Composite falling more than 300 points during the session as geopolitical tensions in the Middle East resurfaced.U.S. officials told Reuters that American forces shot down an Iranian drone that approached a U.S. Navy aircraft carrier in the Arabian Sea.Most tech stocks closed in the red, with shares of Microsoft Corp. ( ...

Market Sentiment - The CNN Money Fear and Greed index declined to 41.3, entering the "Fear" zone from a previous reading of 49.9, indicating a shift in market sentiment [4] - U.S. stocks settled lower, with the Nasdaq Composite falling more than 300 points due to resurfacing geopolitical tensions in the Middle East [1] Stock Performance - Most tech stocks closed in the red, with Microsoft Corp. and Meta Platforms Inc. both falling more than 2%, while Apple Inc. also saw a marginal decline [2] - The Dow Jones closed lower by approximately 167 points at 49,240.99, the S&P 500 fell 0.84% to 6,917.81, and the Nasdaq Composite dipped 1.43% to 23,255.19 during the session [3] Sector Performance - Most sectors on the S&P 500 ended negatively, with information technology, communication services, and health care stocks experiencing the largest losses [3] - Conversely, materials and energy stocks bucked the trend, closing higher [3] Economic Data - The Logistics Manager's Index surged to 59.6 in January, marking the highest level in seven months, compared to 54.2 in December [2]

Market Analysis by covering: Palantir Technologies Inc. Read 's Market Analysis on Investing.com ...

Jim Cramer, the host of Mad Money, on Monday said that after a year of poor performance, the Magnificent Seven no longer live up to their reputation as the market’s top-performing stocks. A lot of people don’t know this, but I used to write obituaries for a living. It’s a sad job as you can imagine. You want to be sure you get it right, and if you can, you need a picture. Always the picture. Well, here’s the picture. It’s of the Magnificent Seven, and I’m pronouncing it dead tonight. Why? Because the groupi ...

美国司法部1月30日说，当天将公开涉及已故富商杰弗里·爱泼斯坦案的剩余文件，总计超过300万页。 据美国媒体报道，文件显示，多名美国政商名流与这一涉嫌性犯罪并离奇死于狱中的富商相识相交，其 中就包括美国微软公司创始人比尔·盖茨。据美国全国广播公司（NBC）、美国广播公司（ABC） 等美 媒报道，比尔·盖茨的前妻梅琳达·盖茨在此事后首度发声。 此外，她还表示对于出现在爱泼斯坦文件中一事，比尔·盖茨"必须作出回应"。"至于还有什么问题…… 那些问题应该由那些人，甚至是我前夫来回答，他们需要去回应那些事，而不是我，"梅琳达称，"而且 我非常高兴自己已经远离了那些乌烟瘴气的事。" ABC在报道中提及，比尔·盖茨的发言人此前在回应有关美国司法部最新披露的内容时，称"这些指控绝 对荒谬，完全错误"。此外，美国企业家马斯克在回应有关爱泼斯坦最新公开文件时，曾发文暗示克林 顿、比尔·盖茨等人"有罪"。 比尔·盖茨与梅琳达2021年通过联合声明，宣布结束双方27年的婚姻，声明中称，两人认为继续保持婚 姻关系已经无法让彼此继续提升。2025年1月，比尔·盖茨在接受英国《泰晤士报》专访时透露，与前妻 梅琳达·盖茨离婚是他人生中"最 ...

本报驻韩国特约记者 黎枳银 本报记者 肖震冬 韩国股市此前两日上演"过山车"式震荡，先遭遇大幅下挫，一度触发"熔断"，后又强劲反弹，市场在恐 慌性抛售与低价买盘快速回流之间反复拉扯。多方分析称，在全球人工智能（AI）投资预期出现波动 之际，这凸显以AI企业大规模支出为核心的上涨结构在高估值环境下"走钢丝"的现实。 "波动性主导首尔股市" 彭博社报道称，2日韩国综合股价指数（KOSPI）单日下跌5.3%，为去年4月以来最大跌幅，股指期货下 行一度触发程序化交易暂停。此前长期领涨市场的芯片权重股集体承压，三星电子与SK海力士当日盘 中跌幅均超过6%。韩元同步走弱，市场避险情绪瞬间升温，国内外资金在现货市场纷纷转为净卖出。 但仅仅一个交易日后，韩国股市便快速反弹。据韩国《韩民族日报》3日报道，KOSPI时隔一天重返 5000点，在前一交易日跌幅超过5%后，早盘上涨逾3%，盘中一度触发买入侧程序化交易限制。"KOSPI 经历过山车行情，波动性主导首尔股市"，《韩国先驱报》3日以此为题报道。对于反弹动因，韩国 Kiwoom证券分析师韩智英指出，在美国市场情绪暂时企稳的背景下，前一日暴跌所引发的低价买盘迅 速回流，推动指 ...

After falling 26% in three months, Microsoft looks oversold.Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (MSFT 2.86%), ServiceNow, and SAP that were less than perfect, the sector continued to plumb new depths.The iShares Expanded Tech-Software ETF, which tracks the cloud software sector, fell more than 5% on Tuesday and is now down 13% since Jan. 28. Investors seem to fear that AI could disrupt the cloud software sector, enabling compa ...

Core Insights - Microsoft is facing significant competition from AI start-ups, particularly Anthropic, which has rapidly developed innovative AI tools that challenge Microsoft's offerings [1][2][3] Group 1: Microsoft’s Current Challenges - Microsoft shares dropped 2.86% following a disappointing earnings report, attributed to a slowdown in cloud growth and increased AI infrastructure spending [1] - Nearly half of Microsoft's backlog is linked to OpenAI, raising concerns about dependency on a single partner [1] - The company has struggled to gain traction with its AI products, with only 15 million paid seats for Microsoft 365 Copilot out of 450 million total paid seats, indicating a low adoption rate of around 3% [5][8] Group 2: Competitive Landscape - Anthropic's Claude Code programming tool achieved a $1 billion revenue run rate in just six months, showcasing the demand for effective AI solutions [2] - Anthropic's new product, Cowork, automates general computer tasks and presents a significant innovation that Microsoft currently lacks [4][5] - Analysts express concern over Microsoft's inability to match the pace of innovation demonstrated by Anthropic, questioning why Microsoft has not developed similar tools [5] Group 3: Future Outlook - The success of Anthropic's AI tools indicates a strong market demand for genuinely useful AI applications, suggesting that Microsoft needs to reassess its AI strategy [9] - If Microsoft fails to develop AI products that address customer needs effectively, it risks falling behind in the rapidly evolving AI industry [9]

分析师 1: 各位领导，大家晚上好。我是天风证券传媒分析师王子杰今天我们这个 TMT 周会的主题 是国内外 AI 年报分析展望。接下来有请我们所长海清总先为大家进行一个分享。 分析师 2: 包括微软这些，对吧，这个代表性的都是 Meta 对吧，这些都是超预期的，就是基本开支 都是超预期的，所以对于算力的投入仍然是坚定不移，而且是超预期的这个警惕。我们可 以看到北美仍然是非常乐观。所以对应的我们也看到在海外算力公司的业绩上，比如说像 闪迪呀，也是非常爆表，对吧这个超预期。已经预期很高了，仍然在大超预期，所以海外 算力的这个业绩也很突出。那么当然我们又回到国内公司的海外算力公司，标地站，天孚 通信，对吧，来看到业绩低于预期，但是股价利空出尽就一路往上涨。 然后搞 CPU，现在很活跃。所以这个阶段是偏炒主题，所以你看，现在业绩虽然低于预期， 没关系，你炒主题，对吧？CPU 很强势，对吧？这个照样能够大涨。那么另外一方面，就 是像海外创业的新易盛，计算业绩其实超预期，尤其新易盛大超预期，结果，对吧，这个 也是遭遇了回调，就是因为这个阶段其实是偏这个主题的一个阶段。所以有业绩，而且 26 年的业绩，25 年业绩，大家可 ...