美股研究社·2025-10-17 10:39Core Insights - The article emphasizes the rapid development of artificial intelligence (AI) technology, presenting extensive opportunities in the market [2] Group 1: AI Developments - Microsoft has launched OpenAI's new multimodal video generation model, Sora 2, on Azure AI Foundry, available for public preview at a cost of $0.1 per second [4] - Former Meta executive Nick Clegg warns of a potential market correction in the AI sector, highlighting the excessive valuations and rapid trading activity, while acknowledging that the AI wave will not dissipate [6][7] Group 2: Strategic Partnerships and Innovations - Apple and Comcast are set to launch a bundled streaming service combining Apple TV and Peacock Premium for a monthly fee of $14.99 [5] - Meta has secured nearly $30 billion in financing for its data center in Louisiana, marking one of the largest private capital transactions in history, with plans to complete the project by 2029 [11] - Salesforce and Google have expanded their partnership to integrate Google's Gemini model into the Agentforce 360 platform, aiming to enhance employee productivity and customer interaction [13] Group 3: Product Innovations - Apple is preparing to launch its first touchscreen MacBook, expected to debut by late 2026 or early 2027, featuring a lightweight design and M6 series chips [9][10]