Alphabet 旗下谷歌公司宣布其全新的"个人智能"（ Personal Intelligence ）工具已在 Gemini 应用中开启测试，并将在今年晚些时候推送到" AI 模式"（ AI Mode ）。该功能可连 接 Gmail 和谷歌相册曾各项谷歌应用，为用户的问题提供更具个性化的回答。 Gemini 应用负责人 Josh Woodward 表示，"无论是将你的邮件往来与你看过的视频联系起 来，还是在你的照片库中寻找细节， Gemini 现在无需被告知去哪里寻找，就能理解上下 文"；用户可能会遇到错误，并请求用户提供反馈。 【 Grok 因生成露骨内容被调查】 整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【谷歌在 Gemini 应用中推出"个人智能"功能】 千问 App 宣布全面接入淘宝闪购和支付宝 AI 付，实现一句话点外卖。用户在千问聊天框说一 句"帮我点杯奶茶不加糖"，千问即可推荐合适商家、生成订单，并通 ...

专题：2025科技风云榜 新浪科技讯 1月15日下午消息，由新浪财经客户端、新浪科技联合主办的"2025科技风云榜"年度盛典今日开幕，今年 活动主题为"启新智，赴新程"。 活动现场，行业精英、科研先锋与产业代表共同探讨AI技术的落地实践与未来方向，助力产业智能化转型迈入新征 程！活动同时为洞悉机遇、勇于创新、缔造价值的企业和独具匠心的科技产品颁发奖项荣誉。 今年是"科技风云榜"第十三年，、中国工程院资深院士金涌、欧 洲科学院院士金耀初、GSMA大中华区总裁斯寒等近20位重磅嘉 宾带来分享，欢迎持续关注。 专题：2025科技风云榜 新浪科技讯 1月15日下午消息，由新浪财经客户端、新浪科技联合主办的"2025科技风云榜"年度盛典今日开幕，今年 活动主题为"启新智，赴新程"。 活动现场，行业精英、科研先锋与产业代表共同探讨AI技术的落地实践与未来方向，助力产业智能化转型迈入新征 程！活动同时为洞悉机遇、勇于创新、缔造价值的企业和独具匠心的科技产品颁发奖项荣誉。 其中，高通第五代骁龙8至尊版获得新浪2025科技风云榜——年度性能旗舰移动芯片。 其中，高通第五代骁龙8至尊版获得新浪2025科技风云榜——年 度性能旗舰 ...

Summary of U.S. Semiconductors and Semiconductor Capital Equipment Conference Call Industry Overview - The focus is on the U.S. semiconductor and semiconductor capital equipment sector, with a particular emphasis on AI-related technologies and market dynamics for 2026 [1][2][3]. Core Companies and Their Performance Preferred Companies 1. **NVIDIA (NVDA)** - Rated Outperform with a target price of $275 - Strong performance in 2025, with forward EPS estimates doubling due to generative AI surge, despite concerns about AI sustainability [23][24]. - Datacenter opportunity is significant, with expected growth of over 60% in CY26 and CY27 [24]. - Currently trading at approximately 26x P/E, which is attractive compared to historical averages [25]. 2. **Broadcom (AVGO)** - Rated Outperform with a target price of $475 - AI revenues expected to exceed $50 billion in FY26, with strong growth anticipated in FY27 [33]. - Despite some dilution in gross margins due to AI ASIC business, the overall outlook remains positive [34]. 3. **Qualcomm (QCOM)** - Rated Outperform with a target price of $215 - Anticipated easing of AAPL revenue overhang, with strong product portfolio and adjacency opportunities in automotive and IoT [40][46]. - Current valuation is attractive at around 15x reported P/E [42]. 4. **Applied Materials (AMAT)** - Rated Outperform with a target price of $325 - Positive outlook on wafer fabrication equipment (WFE) growth, with expected YoY growth driven by DRAM and foundry/logic sectors [97][98]. - Stock is among the cheapest in the top-5 semiconductor capital equipment companies [98]. 5. **Lam Research (LRCX)** - Rated Outperform with a target price of $225 - Benefiting from the NAND upgrade cycle, with expected revenue growth in CY26 [99][100]. Other Companies 1. **Texas Instruments (TXN)** - Rated Market Perform with a target price of $160 - Growth has been double digits YoY, but the pace of recovery is slower than expected [67][69]. - Valuation remains elevated at ~30x P/E, raising concerns about future performance [70]. 2. **Analog Devices (ADI)** - Rated Market Perform with a target price of $270 - High-quality company but shares are considered expensive despite strong growth [77][80]. 3. **Advanced Micro Devices (AMD)** - Rated Market Perform with a target price of $200 - Strong stock performance in 2025 due to AI partnerships, but future growth heavily relies on the success of the OpenAI deal [59][61]. 4. **Intel (INTC)** - Rated Market Perform with a target price of $35 - Facing significant challenges with market share loss and unattractive fundamentals [51][54]. 5. **NXP Semiconductors (NXPI)** - Rated Market Perform with a target price of $220 - Automotive recovery appears shallow, with limited catalysts for growth [87][89]. Market Dynamics - The semiconductor sector overall outperformed the S&P 500, with the SOX index up 42% in 2025 compared to the S&P's 16% [3][16]. - AI spending is expected to continue driving growth, particularly in datacenter and semiconductor capital equipment sectors [4][24][33]. - Concerns about high valuations across the sector, but the outlook remains positive for key players involved in AI and semiconductor manufacturing [100]. Investment Implications - Continued investment in preferred companies like NVDA, AVGO, AMAT, and LRCX is recommended due to strong growth prospects and attractive valuations [6][10][13][100]. - Caution is advised for companies like TXN and ADI, where high valuations may not justify the growth potential [67][77]. - The semiconductor sector is viewed as a favorable investment opportunity, particularly for those companies aligned with AI advancements and semiconductor manufacturing [100].

Shares of tech giant Qualcomm (NASDAQ:QCOM) have stumbled into the new year on the back of a sudden shift in analyst tone. The stock fell nearly 5% to start the week and is now trading back under $170, a sharp reversal from the optimism that had been building late last year, when it looked poised to break through resistance around $184. The catalyst was the first notable analyst update of the year. The team over at Mizuho downgraded its rating on Qualcomm from Outperform to Neutral, while also cutting its p ...

【环球网科技报道 记者 心月】科技领域的互联互通与规模化创新，离不开技术标准的支撑与引领。近日，高通技术公司技术标准副总裁柯诗亚（Lorenzo Casaccia）发表署名文章，深入解读技术标准化的核心价值，并披露高通在蜂窝通信、Wi-Fi、音视频编码、存储等关键领域的标准布局与前沿探索，为全球 科技产业协同发展提供重要参考。 作为高通技术公司技术标准副总裁，柯诗亚领导着一个遍布全球20个国家/地区的团队，工作涵盖连接、多媒体、AI、汽车、半导体标准等多个重要领域。 因此，对于标准如何持续塑造创新并推动规模化发展感触颇深。 在关键技术领域，高通的标准领导力持续推动行业迭代升级。在蜂窝通信领域，从CDMA、LTE到5G，高通始终深度参与蜂窝技术演进，其创新聚焦于波形 设计、信道编码、MIMO等核心技术，并已延伸至物联网、非地面网络（NTN）等新场景；2025年3GPP Release 20启动6G研究项目后，高通正聚焦AI原生 空口、通感一体化（ISAC）等关键方向，为6G技术演进奠定基础。 在Wi-Fi领域，高通持续助力Wi-Fi 5到Wi-Fi 7的特性革新，包括MU-MIMO、上行OFDMA、多链路操作等 ...

从 CES 2026 看自动驾驶最新变化 20260114 摘要 TI 推出低功耗芯片和新一代成像毫米波雷达，集成化设计降低成本并提 升性能约 30%，旨在提高自动驾驶系统的效率和经济性。 Mobileye 发布 IQ 7 系列芯片，在视觉 Transformer 和剪辑神经网络 模型延迟方面优于 Orin X，但面对浮点算力和内存带宽需求，与 NVIDIA 等顶级产品相比仍显不足。 高通展示双系统 VRA，主模型采用传统 BEV 加 Occupancy 决策规划， 辅以大语言模型处理复杂场景，强调确定性，并推出 8,797 系列座舱平 台，理想汽车首发，定价约七八百美元。 特斯拉 FSD 转向订阅制降低用户门槛，增加收入来源，上海推动 L3/L4 自动驾驶政策加速技术落地，为企业带来发展机遇，预计 Robotaxi 运 营规范等政策将陆续出台。 2026 年被视为 L3/L4 量产元年，传统自主品牌预计春节前后推出多款 高阶智能驾驶车型，通过价格下沉策略吸引消费者，推动技术普及。 NVIDIA 开源 AlphaMile 模型，证明 VLA 架构可实现 L2 到 L4 跨越，降 低二三线车企和传统车企进入高级 ...

Key Takeaways QCOM is expanding in AI PCs, gaming, and automotive with new Snapdragon chipsets and platform launches.AMD benefits from rising EPYC processor demand, AI-driven cloud adoption, and a growing data center presence.QCOM shows better valuation metrics, while AMD leads in stock gains and projected 2025 revenue growth.Qualcomm Technologies Inc. (QCOM) and Advanced Micro Devices, Inc. (AMD) are premier chip manufacturing firms competing in the mobile, PC and data center markets, with a focus on AI (a ...

快科技1月14日消息，日前，专利服务机构IFI Claims发布2025年度统计报告，公布了2025年美国专利授 权量TOP50榜单。 数据显示，三星电子以7054件专利授权量位居榜首，台积电以4194件排名第二，同时也是中国企业中在 美获得专利授权量最多的公司，高通位列第三。 整体来看，前三名排名与去年一致。 华为以3052件授权专利排名第四，较去年上升一位，超越苹果。 此前苹果在2024年领先华为，但在2025年榜单中排名下滑至第六位。 从研发投入来看，华为近年来持续加大技术研发力度，根据华为公布的2025年上半年年度报告显示，公 司上半年研发投入达969.50亿元，同比增长9.04%，研发投入占营收比例为22.7%。 长期高强度的研发投入，也为华为的专利积累提供了坚实基础。 华为2024年年报显示，过去十年公司累计研发费用高达12490亿元。 截至2024年底，华为研发人员约11.3万人，占员工总数的54.1%，全球有效授权专利数量已超过15万 件。 快科技1月14日消息，日前，专利服务机构IFI Claims发布2025年度统计报告，公布了2025年美国专利授 权量TOP50榜单。 数据显示，三星电子 ...

Core Insights - The Chinese AI glasses market is entering a new phase after the "Hundred Glasses War" in 2025, with significant developments expected in 2026 as major players like Baidu and ByteDance join the competition [1][2] - Global market dynamics are shifting, with Meta maintaining a dominant position, while Google and Apple are also making strategic moves to capture market share [1][6] Investment and Financing - Companies like Thunderbird Innovation and Flash Technology have recently secured significant funding, indicating strong investor interest in the AI glasses sector [3][4] - Thunderbird Innovation raised over 1 billion yuan, while Flash Technology completed a financing round of nearly 100 million yuan to support the development of new AI glasses [3] Market Dynamics - The AI glasses market is expected to experience explosive growth in 2026, driven by successful commercialization efforts from companies like Ray-Ban Meta and the anticipated entry of tech giants like Apple and Samsung [5][6] - The global AI smart glasses market is projected to grow from 6 million units in 2025 to 20 million units in 2026, with revenue increasing from $1.2 billion to $5.6 billion [9] Competitive Landscape - The entry of major internet and mobile companies is intensifying competition, leading to potential market share erosion for existing players while also creating opportunities for startups [8][9] - The current consumer base for AI glasses primarily consists of early adopters, and the market has yet to establish a strong "must-have" demand [4][5] Technological Advancements - The introduction of eSIM technology is seen as a significant step towards making AI glasses independent devices, enhancing their functionality beyond being mere accessories [3] - Improvements in product quality and user experience are critical for retaining customers, as many users currently engage with AI glasses primarily out of curiosity [4][5] Ecosystem Development - Google is actively working on building an Android XR ecosystem through partnerships with companies like Qualcomm and Samsung, aiming to create a robust hardware ecosystem for smart glasses [6][7] - The ongoing development of the Android XR ecosystem is expected to foster innovation and application expansion in the smart glasses market, although widespread adoption may take time [7][8]

Core Viewpoint - The article discusses the critical shortage of high-end glass fiber, particularly from Nittobo, which is impacting the production of printed circuit boards (PCBs) essential for electronic devices, including iPhones and AI chips. This shortage is expected to create significant bottlenecks in the electronics manufacturing and AI industries by 2026 [2][4][6]. Group 1: Supply Chain Challenges - Apple is competing with major companies like Nvidia, Google, and Amazon for the limited supply of high-end glass fiber, which is crucial for chip substrates and PCBs [2][4]. - The demand for high-performance PCBs has surged due to the growth of artificial intelligence, leading to supply shortages that affect not only Apple but also Qualcomm [2][4]. - Apple has taken proactive measures, including sending employees to Japan to secure more materials and even seeking assistance from the Japanese government to increase supply from Nittobo [4][6]. Group 2: Industry Impact - The shortage of glass fiber is described as one of the biggest bottlenecks facing the electronics and AI industries in 2026, according to industry insiders [4][6]. - Companies like Qualcomm and AMD are also feeling the pressure, with Qualcomm exploring alternative suppliers to mitigate the supply constraints [6][7]. - The specific type of glass in demand is low thermal expansion coefficient (CTE) glass, known for its stability and high-speed data transmission capabilities, which are critical for AI computing and advanced processors [7].