在破局重构的时代背景下，AI技术的爆发式发展正重塑产业格局与投资逻辑。 12月20日，在2025雪球嘉年华上，资深媒体人周媛与东方港湾董事长、基金经理但斌带来"寻找时代的 风向标"的对谈，围绕AI革命的本质、投资方向选择、普通人投资建议等议题展开深度交流，为投资者 解析新时代的投资机遇与方向。 AI革命的核心价值：仰望星空与脚踏实地 周媛： 我曾看到您说，现在的AI革命是一场堪比工业革命的时代机遇。这场革命从第一性原理角度 说，它的目的是什么？举全球之力投入几十万亿的资源，最终我们要做什么？ 但斌：从星系演化的角度看，地球或许终将不再是人类永久的家园，太阳在数十亿年后逐渐衰竭，人类 若想延续文明，就必须走向太阳系之外。在这一漫长的迁徙历程中，人工智能或许正是一个关键的起点 ——它标志着从碳基生命向硅基生命的过渡，也将引领我们穿越太阳系、跨越银河，开启一个真正意义 上的伟大时代。如果站在这样的长远未来回望当下，此刻或许正是那个时代的真正开端。因此，即便马 斯克通过星链与火星移民计划所迈出的，也只是人类漫长征程中的第一步，其象征意义已足够深远。当 然，目光收回当下，技术的发展同样在切实改变人类的生存境遇，无论是攻 ...

NBA superstar Shaquille O’Neal has demonstrated that his business acumen is as impressive as his basketball skills. O’Neal’s decision to opt for a cost-effective security solution for his property has resulted in a lucrative investment.What Happened: In a 2019 interview with CNBC, O’Neal disclosed that he declined an offer to install $80,000 worth of security cameras at his Atlanta residence. Instead, he chose a more economical option from Ring, outfitting his home with 10 to 15 cameras for approximately $2 ...

🎯 Key Takeaways:🔹 Set clear stop losses to protect capital while volatility resets.🔹 Track upcoming macro events for potential catalysts, Trump claims new Fed Chair will slash rates.🔹 Touch grass, review performance, recalibrate strategy for the next rotation.📊 Stay disciplined, stay informed!https://t.co/sazVmSR6hE6/6 ...

Group 1 - The article highlights the expertise of a consulting specialist at a leading Central Asian bank, emphasizing their experience in delivering strategic insights and analysis for private banking clients [1] - The author of Novo Capital has developed a resilient methodology focused on corporate valuation, due diligence for investment opportunities, and crafting accurate forecasts to guide long-term investment strategies [1] - Novo Capital was created to provide out-of-consensus information and ideas worth discussing, aiming to help investors gain "alpha" in a competitive market [1]

stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use. *Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. IBD, IBD Digital, IBD Live, IBD We ...

stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use. *Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. IBD, IBD Digital, IBD Live, IBD We ...

HHH to Acquire Vantage Group A Leading Specialty Insurance & Reinsurance Platform December 2025 Forward Looking Statements Statements made in this presentation that are not historical facts, including statements accompanied by words such as "anticipate," "believe," "estimate," "expect," "forecast," "intend," "likely," "may," "plan," "project," "realize," "should," "transform," "would," and other statements of similar expression and other words of similar expression, are forward-looking statements within the ...

Core Viewpoint - Apple Inc. continues to demonstrate resilience in its stock performance and remains a significant player in the technology sector despite changes in investor strategies and market volatility [1][6]. Company Performance - Morgan Stanley maintains an "Overweight" rating for Apple, indicating confidence in its stock potential, with AAPL trading at $274.61 on December 17, 2025 [1][6]. - Apple's stock price has shown a slight increase of 0.18% or $0.50, reaching $274.61, with a trading range between $271.79 and $275.84 on the same day [3][6]. - Over the past year, AAPL has experienced a high of $288.62 and a low of $169.21, reflecting its market volatility [3]. Market Position - Apple's market capitalization is approximately $4.06 trillion, underscoring its status as a major player in the tech industry [4]. - The trading volume for AAPL on NASDAQ is 37.34 million shares, indicating strong investor interest and activity in the stock [4]. Investment Strategy - Despite Warren Buffett's Berkshire Hathaway reducing its Apple holdings by 41.7 million shares in the third quarter, Apple still accounts for 21% of Berkshire's portfolio [2][6]. - Over the past two years, Buffett has decreased his position in Apple by 74%, yet it remains a prominent part of his investments [2]. - Berkshire Hathaway's new position in Alphabet, with 17.8 million shares, reflects a shift in investment strategy, highlighting the importance of adapting to include promising stocks [5].

Welcome to the SA’s The Macro Brief! This official SA Profile will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape through various recurring series.This profile run by Seeking Alpha Editors will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape. The economy is the foundation of financial markets, influencing everything from corporate earnings and consumer spending ...

Be greedy when others are fearful - or does that not apply here?? ...