Core Viewpoints - The report anticipates a continuation of high demand for AI computing power in 2026, driven by both domestic and international investment opportunities in the computing power supply chain [21][23] - The investment strategy focuses on three main lines: embracing AI computing power, new productive forces, and core assets [21][22] Group 1: AI Computing Power Chain - The report predicts a significant increase in demand for 800G and 1.6T optical modules in 2026, benefiting leading manufacturers and upstream material suppliers [21][23] - Domestic liquid cooling manufacturers are expected to accelerate their international expansion, leveraging China's manufacturing advantages to gain market share [21][23] - The report highlights the importance of super nodes in bridging the performance gap between domestic and foreign computing cards, with 2026 projected as a pivotal year for domestic super node deployment [21][23] Group 2: Core Assets - Despite a slowdown in revenue growth for the three major domestic telecom operators, improved operational efficiency and declining capital expenditures are expected to support steady profit and dividend growth [22][21] - The telecom operators are positioned to play a crucial role in AI transformation across various industries, adhering to prudent investment and project evaluation principles [22][21] Group 3: Emerging Industries - The "14th Five-Year Plan" outlines significant investment opportunities in emerging sectors such as commercial aerospace, low-altitude economy, and quantum technology [22][21] - The commercial aerospace sector is expected to accelerate due to favorable policies, increasing launch frequencies, and technological advancements in reusable rocket technology [22][21]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Viewpoint - Wedbush identifies Microsoft, Palantir, Apple, Tesla, and CrowdStrike as the top five companies to invest in the AI sector by 2026, alongside Nvidia [1] Group 1: Microsoft - Analysts led by Dan Ives believe Wall Street has underestimated Azure's growth potential and the AI-driven transformation expected by 2026, making Microsoft a favored large-cap tech stock for the coming year [3] - The fiscal year 2026 is anticipated to be a pivotal year for Microsoft's AI growth as CIOs schedule deployment projects [3] Group 2: Palantir - Wedbush sees Palantir, under CEO Alex Karp, continuing to make significant progress in government and commercial sectors, with potential to reach a market valuation of $1 trillion [3] Group 3: CrowdStrike - CrowdStrike is expected to benefit from AI as its product suite expands in the enterprise market, with analysts believing Wall Street has underestimated its growth potential [4] Group 4: Tesla - Wedbush forecasts Tesla's market value could reach $2 trillion in the coming months, and potentially $3 trillion by the end of 2026 in a bullish scenario due to advancements in autonomous vehicles and robotics [4] - The process of transitioning to AI-driven valuation for Tesla is believed to have already begun, with full self-driving and autonomous driving penetration among existing users seen as key growth drivers [4] Group 5: Apple - Apple is expected to leverage its vast consumer base of over 2.4 billion iOS devices and 1.5 billion iPhones to profit from AI, with potential to increase its stock value by $75 to $100 per share in the coming years [5] - Tim Cook is anticipated to remain CEO until at least the end of 2027 to guide Apple through a critical AI technology transformation [5]

美股市场于当地时间周一（12月29日）迎来2025年最后一周交易，三大股指全线收跌，其中科技股表现 疲软成为主要拖累。截至收盘，道琼斯工业平均指数下跌0.51%，纳斯达克综合指数下跌0.50%，标准 普尔500指数下跌0.35%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 盘面上，大型科技股多数走低。特斯拉股价跌幅超过3%，英伟达跌逾1%，微软、亚马逊、Meta等公司 股价也出现小幅下跌。与此形成对比的是，苹果公司股价微幅上涨，英特尔则录得超过1%的涨幅。 本文源自：市场资讯 作者：观察君 当日市场的另一个焦点是贵金属板块的剧烈波动。在经历了前期大幅上涨后，白银、黄金等贵金属价格 出现显著回调，并拖累了相关矿业股票。哈莫尼黄金、泛美白银、金罗斯黄金等公司股价跌幅居前。 进入2025年最后一周，市场交易活动整体趋于清淡。尽管年内美股表现强劲，三大指数均有望实现连续 第三年录得两位数百分比涨幅，但部分投资者在年末选择获利了结。据美国芝商所集团公告，其在周一 收盘后全线上调了包括黄金、白银在内的多种金属期货交易的保证金要求。 本周经济数据发布较少，市场关注点集中在美 ...

Core Viewpoint - Alphabet's stock significantly outperformed Microsoft in 2025, with a 65% increase compared to Microsoft's 16% gain, raising questions about which company will lead in 2026 [1] Microsoft Overview - Microsoft experienced strong performance in 2025, with total revenue growth of 18% year over year and adjusted earnings per share (EPS) growth of 23% [2] - The growth was primarily driven by its cloud computing unit, Azure, which saw a 40% revenue surge, marking the ninth consecutive quarter of over 30% growth [3] - Microsoft is facing capacity constraints in Azure, prompting an increase in capital expenditures (capex) for fiscal 2026 [3] - Microsoft maintains a 27% stake in OpenAI and has exclusive rights to its large language models (LLMs), which is expected to support future growth [4] - The integration of OpenAI's technology into Microsoft products, along with a planned price hike for Microsoft 365 enterprise users, is anticipated to boost revenue [5] Alphabet Overview - Alphabet's growth is also led by its cloud computing unit, Google Cloud, which reported a 34% revenue increase and an 84% surge in segment operating income [6] - Alphabet's competitive advantage lies in its custom AI chips, Tensor Processing Units (TPUs), which provide a structural cost advantage over Microsoft's reliance on Nvidia's GPUs [7] - Alphabet has developed Gemini, a leading LLM, which offers flexibility and additional revenue streams compared to Microsoft's dependence on OpenAI [8] Valuation and Outlook - Both Alphabet and Microsoft have similar valuations, with Alphabet trading at a forward price-to-earnings (P/E) ratio of 28 and Microsoft at 30 for fiscal 2026 [10] - Alphabet is expected to outperform in 2026 due to its comprehensive AI technology stack and potential revenue growth from AI initiatives, particularly if it begins renting out its TPUs [11]

至于Palantir，Wedbush认为，随着这家由亚历克斯.卡普领导的软件公司在政府和商业客户领域持续取 得令人瞩目的进展，该公司仍有望发展成为一家市值达1万亿美元的公司。 与此同时，由于CrowdStrike的产品套件在未来一年将继续在企业级市场扩张，该公司预计将从AI中受 益。 投行Wedbush称，除英伟达(NVDA.US)外，微软(MSFT.US)、Palantir(PLTR.US)、苹果(AAPL.US)、特斯 拉(TSLA.US)和CrowdStrike(CRWD.US)位列2026年人工智能领域最值得投资的前五大公司。 由丹.艾夫斯领导分析师团队表示，"在我们看来，华尔街低估了Azure的增长前景，以及雷德蒙德(微软 总部所在地)进入2026年之际即将发生的由AI驱动的转型。这使得微软成为我们未来一年最青睐的大盘 科技股之一，""虽然AI应用案例在2025财年显著增加，但显然，随着首席信息官(CIO)们纷纷为部署项 目排期，2026财年对于微软来说才是AI增长真正的拐点之年。" 在特斯拉方面，Wedbush预计其市值将在未来几个月达到2万亿美元；在牛市情境下，由于自动驾驶汽 车和机器人的兴起， ...

要闻提示 NEWS REMIND 1.突发！ Meta 数十亿美元收购 Manus，肖弘将出任 Meta 副总裁 2.重磅收购！中芯国际：拟406亿元购买中芯北方49%股权 3.1月1日起，我国调整部分商品关税税率税目 4.一汽股权37.4亿元入股零跑汽车，朱江明回应 5.孙东旭卸任东方甄选珠海公司职务，此前他已退出新东方旗下多家公司 6.特斯拉申请限消车顶维权女车主：已生效 7.50亿美元联姻！NVIDIA正式收购Intel股份：超级SoC指日可待 8.17 岁少年利用 ChatGPT 编写恶意程序，窃取日本最大网咖 725 万会员信息 今日头条 HEADLINE NEWS 突发！Meta 数十亿美元收购 Manus，肖弘将出任 Meta 副总裁 12月30日消息，Meta正式宣布收购新加坡AI智能体公司Manus的母公司蝴蝶效应，交易金额达数十亿美 元，这是Meta成立以来第三大收购案，规模仅次于WhatsApp和Scale AI收购。Manus是全球首款通用型 AI智能体产品，由中国团队Monica.im研发，核心优势在于能独立执行复杂任务并直接交付成果，而非仅 提供建议。其采用规划、执行、验证三层多智 ...

一、外围市场与关联资产 隔夜美股三大股指收盘普跌，道指跌0.51%，纳指跌0.5%，标普跌0.35%，其中特斯拉跌超3%，英伟达 跌超1%，谷歌、微软、亚马逊、Meta等科技巨头小幅下跌。 纳斯达克中国金龙指数同步收跌0.67%，成分股中1药网跌7.14%，叮咚买菜跌7.19%，嘉楠科技跌 6.96%，新氧跌5.70%，虎牙跌5.56%。 大宗商品方面，贵金属价格出现剧烈波动，现货黄金在失守4390美元/盎司后日内跌幅扩大至3.18%，纽 约期金同步失守4410美元/盎司，日内跌3.21%；现货白银失守72美元/盎司，日内跌9.24%，纽约期银失 守72美元/盎司，日内跌6.74%，受此影响，白银连续主力合约日内跌7%，现报17560.00元。 此外，美国原油期货收于每桶58.08美元，上涨1.34美元，涨幅2.36%。 二、宏观经济与市场分析 美国11月成屋签约销售指数环比增长3.3%，超预期的1%，前值为1.9%；但同比下降0.3%，低于预期的 0.1%，前值为-0.4%。 大宗商品方面，贵金属价格出现剧烈波动，现货黄金在失守4390美元/盎司后日内跌幅扩大至3.18%，纽 约期金同步失守4410美元/盎 ...

All right, in the meantime, Wed Bush Securities today out with its top tech names to own into next year. Among them, Microsoft, Apple, Tesla, Palunteer, Crowdstrike. One name that you're not seeing on that list, Nvidia.Dan Ives behind the call. He is the global head of technology research. And I have to issue the biggest correction in the history of my career, which is now that you're in the light, that that jacket is not McLaren Papaya.It is, I would dare say, peach. I look I mean I I'll take both sides ag ...

CNBC's Jim Cramer detailed his approach to investing in high-quality growth stocks, telling investors it's vital to search for companies with an impressive track record. "It's only hard to find these hero stocks if you're picking randomly," he said. "For anyone with eyes to see, we're talking about obvious winners that tend to keep winning for years and years."He reviewed some of the best performers of the past 20 years, namely megacaps placed into two groups, FAANG – Meta, formerly known as Facebook, Amazo ...