2025 年，AI 不仅占据话题 C 位，更成为超级造富机，将 50 多位创始人送入亿万富翁俱乐部。本文将盘点这场史无前例的 AI 财富狂欢与背后 的顶级赢家。 2025 年，AI 无疑是绝对的话题中心。 空谈误国，实干兴邦，而 AI 公司的估值更是真金白银。 这一年，AI 成为了超级财富制造机，从大模型构建、基础设施铺设到应用层落地，它正以惊人的速度渗透进日常生活，也顺手将 50 多位创始人送进了亿 万富翁俱乐部。 开年即决战。 1 月，中国的 DeepSeek 发布开源模型，仅用美国巨头零头的算力就训练出了性能惊人的模型，不仅让金融市场为之震颤，也将其创始人梁文锋的身家推 高至约 115 亿美元，一举跨入超级富豪行列。 大洋彼岸的 Anthropic 也不甘示弱。 作为 Claude 的开发者，这家公司在年初以 615 亿美元的估值完成了 35 亿美元融资，其七位联合创始人全员晋升亿万富翁。 到了 9 月，随着新一轮总计 130 亿美元资金的注入，其估值已飙升至 1830 亿美元。 这种巨额融资并非个例。 根据 Crunchbase 的数据，今年全球投资者向 AI 领域狂砸了超 2000 亿美元，这一数字 ...

智通财经APP获悉，现货白银今年暴涨超185%，一跃成为全球第三大最有价值资产，仅次于黄金和英伟达(NVDA.US)，并将苹果(AAPL.US)、谷歌 (GOOGL.US)与微软(MSFT.US)等科技巨头甩在身后。 现货白银上周五盘中创下历史新高，达每盎司79.29美元，最终收于79.11美元;周一早盘延续强势上涨态势，首次突破80美元/盎司关口，年内累计涨幅已超 过185%。其飙升行情由供应受限、被美国列为关键矿产、工业需求稳健，以及市场对美联储降息的预期与低流动性所放大的波动共同推升的贵金属普涨所 驱动。 以下是一些专注于白银和白银矿业的交易所交易基金：白银EFT-iShares(SLV.US)、Abrdn Sliver ETF Trust(SIVR.US)、 2倍做多白银ETF- ProShares(AGQ.US)、Proshares二倍做空白银ETF(ZSL.US)、Sprott Physical Silver Trust(PSLV.US)、Global X白银矿业ETF(SIL.US)、PureFunds ISE初级小市值 银矿开采ETF(SILJ.US)和安硕MSCI环球银矿ETF(SLVP.U ...

扬子晚报网12月29日讯(记者范晓林)今天是周一，上周五胜通能源（001331）11连板，嘉美包装 （002969）11天9板，神剑股份（002361）7连板，安通控股（600179）5连板，九鼎新材（002201）4连 板，锋龙股份（002931）、鲁信创投（600783）、五洲特纸（605007）、中国卫星（600118）、上海港 湾（605598）、隆基机械（002363）、再升科技（603601）、大业股份（603278）、厦门国贸 （600755）3连板，海南发展（002163）6天5板。沪指微涨0.1%录得8连阳，沪深两市成交额2.16万亿， 较上一个交易日放量2357亿。盘面上，市场热点快速轮动，全市场超3400只个股下跌。板块方面，海 南、锂、贵金属板块活跃。在短暂修整后，全球金属期货"狂飙"模式再度开启，COMEX黄金、白银、 铜期货全线创出历史新高，沪铜主力合约一度创出99730元/吨的历史高点。有色板块表现强势，其中铜 矿、电解铝方向表现亮眼，江西铜业（600362）涨停，创2008年1月以来新高，紫金矿业（601899）、 洛阳钼业（603993）、云铝股份（000807）均创历史新高 ...

机构认为，短期来看，市场结构特征有望延续，量能或是行情的关键信号。 【财经日历】 中国贸促会召开12月例行新闻发布会 日本央行公布12月货币政策会议审议委员意见摘要 当地时间上周五，美股三大股指在清淡交易中徘徊于历史高点附近。截至收盘，道指跌0.04%，纳指跌0.09%，标普500指数跌0.03%，盘中创新高。 个股方面，人工智能芯片巨头英伟达涨1.02%，此前该公司宣布与初创企业格罗克（Groq）达成芯片技术授权协议，并计划聘任格罗克首席执行官加盟。 明星科技股分化，甲骨文涨0.25%，亚马逊涨0.06%，微软跌0.1%，苹果和谷歌跌0.2%，Meta跌0.6%，特斯拉跌2.1%。 零售巨头塔吉特涨3.13%，据报道，该公司正面临对冲基金TCIM资本投资管理公司的施压，后者已持有塔吉特大量股份。 纳斯达克中国金龙指数收涨0.72%，阿里巴巴涨1.5%，拼多多涨1.4%，百度涨1.2%，京东涨0.8%，网易涨0.7%。 国际油价走低，WTI原油近月合约跌2.76%，报56.74美元/桶，布伦特原油近月合约跌2.57%，报60.64美元/桶。 贵金属市场大幅上扬，纽约商品交易所12月交割的COMEX黄金期货涨1 ...

// 热点头条 // 1. 宁德时代：宣布明年钠电池将在换电、乘用车、商用车等领域大规模应用，标志着钠离子电池技术正 式进入商业化落地阶段，有望缓解动力电池行业对锂资源的依赖，为新能源产业链带来新的增长极。 2. LG新能源：继上周解除与福特汽车价值约9.6万亿韩元电池供货合同后，又宣布解除与美国FBPS价值 约3.9万亿韩元的电池供货合同，两笔合同金额合计相当于公司2024年销售额的一半以上，公司表示将 优化客户结构以降低经营风险。 3. 台积电：台湾宜兰外海发生6.6级地震后，新竹科学园区内部分厂区达到疏散标准，公司立即启动紧 急应变程序组织员工疏散及清点工作，目前各厂区安全生产系统运行正常，人员已陆续返回岗位，生产 未受显著影响。 // 大中华地区公司要闻 // 1. 吉利汽车：就合同纠纷正式起诉欣旺达，索赔金额高达23亿元，此次诉讼涉及动力电池供应相关协议 履行问题，双方尚未就和解达成一致，案件已进入司法程序，市场密切关注对新能源汽车供应链的潜在 影响。 2. 小米集团：联合创始人、执行董事、副董事长林斌计划自2026年12月开始，每12个月出售金额不超过 5亿美元的公司B类普通股，累计出售总金额不超 ...

Core Viewpoint - Microsoft Corporation (NASDAQ:MSFT) is considered one of the best quality stocks to buy before 2026, with significant growth potential driven by AI advancements [1]. Group 1: Growth and Performance - The company experienced a 20% to 25% acceleration in deals over the last month, attributed to the surge in AI use cases [2]. - The demand-to-supply ratio for Microsoft stands at 12 to 1, indicating substantial room for growth [3]. - Analysts believe that the market is underestimating Microsoft's growth figures for 2026 by at least 15% to 20% [3]. Group 2: Valuation and Price Target - Dan Ives maintains an Overweight rating on Microsoft with a price target of $625, suggesting an upside of more than 28% from current levels [4].

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Group 1 - The core viewpoint of the article is that the "Genesis Project," led by the U.S. Department of Energy, represents a significant strategic initiative aimed at enhancing foundational scientific research efficiency, particularly in areas like nuclear fusion and quantum computing [3][9][10] - The project has garnered participation from 24 major tech companies, including Microsoft, Google, and NVIDIA, indicating a rare collaboration among competitors to address long-term scientific challenges [5][12] - The initiative is seen as a shift from corporate-level competition to a national-level scientific ecosystem, raising questions about the feasibility of collaboration among historically rival companies [6][7][10] Group 2 - The "Genesis Project" aims to integrate AI capabilities into national research systems to shorten research cycles and improve efficiency in foundational science [10][12] - The U.S. Department of Energy's leadership in this project is attributed to its control over significant computational resources and strategic research data, essential for tackling complex scientific challenges [13][14] - The article contrasts the U.S. initiative with China's technological ambitions, suggesting that while both may be seen as "Manhattan Projects," the U.S. approach is more open and market-driven [16][18] Group 3 - Successful execution of the "Genesis Project" requires overcoming significant challenges, including aligning the diverse corporate cultures and technical approaches of participating companies [22][26] - The project faces scrutiny from capital markets, which demand short-term results, while the goals of nuclear fusion and quantum computing typically require long-term investment [26][27] - Political stability is crucial for the project's success, as shifts in government priorities could jeopardize long-term scientific endeavors [27][28]

Core Viewpoint - Nvidia and Microsoft are viewed positively by Wall Street analysts, with both companies expected to see significant upside in their stock prices due to their strong positions in the AI market [2][3]. Nvidia - Nvidia has a competitive advantage due to its leadership in GPUs and a full-stack strategy that integrates hardware, software, and networking tools essential for AI [5]. - The company has over 90% market share in data center GPUs, with sales projected to grow at 36% annually through 2033, and adjusted earnings expected to increase at 48% annually through the fiscal year ending in January 2028 [8]. - The median target price for Nvidia is $250 per share, indicating a 31% upside from its current price of $190 [7]. - Nvidia's current valuation of 47 times earnings is considered cheap given its growth prospects [8]. Microsoft - Microsoft is the largest enterprise software company globally, with a strong presence in various software verticals, including business intelligence and cybersecurity [9]. - The company has integrated generative AI copilots into its software products, leading to a significant increase in monthly active users from 100 million in June to over 150 million in September [10]. - Microsoft Azure is the second-largest public cloud provider, benefiting from its investment in OpenAI, where it holds a 27% equity stake and has exclusive rights to advanced AI models [10]. - The median target price for Microsoft is $631 per share, suggesting a 29% upside from its current price of $488 [7]. - Microsoft's adjusted earnings are projected to grow at 16% annually through the fiscal year ending in June 2027, with a current valuation of 34 times earnings [11].

欢迎收看最新一期的 Hunt Good 周报！ 在本期内容你会看到： 7 条新鲜资讯 4 个鲜明观点 12 月 27 日，特斯拉 Cybertruck 项目首席工程师在社交平台分享了这段视频后迅速引发传播。 马斯克本人也看到了这个视频，在评论区发了一个「 笑哭」表情包作为回应。这也是他继上次评价宇树 G1 在王力宏演唱会上的表现后，近期内第二 次对宇树机器人发表看法。 围棋比赛选手引发争议，被曝佩戴 AI 眼镜 Hunt for News｜先进头条 马斯克再评中国机器人，测试时对工程师「下黑脚」 宇树科技 G1 人形机器人在动作训练期间的意外举动近日成为网络热点。 测试视频显示，当工程师演示格斗动作供机器人学习时，机器人突然抬脚踢向测试人员。 视频出处看左上角 2025 年 12 月 21 日至 26 日， 第八届「杀猪大会」全品级围棋大赛在浙江绍兴举行。 比赛采用 60 分钟保留时间每步加 10 秒制， 个人积分编排制共 11 轮， 按棋份对局分为九品， 其中前六品细分正品和从品， 后三品只有正品。 比赛期间，业余 5 段选手李蒙七轮连胜， 赢下多名正一品职业棋手，其后被发现佩戴 AI 眼镜并因此遭到质疑。 ...