Google’s dominance is under threat. GenAI tools like ChatGPT and Perplexity are changing how people find information.Liz Reid, VP of Google Search, tells the Bold Names podcast she believes this moment will expand, not erode, how people explore the web. https://t.co/Pk05ZyJLDZ ...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Top 10 Long-Term Stocks to Invest In According to David Tepper. On September 29, Mizuho Securities reiterated the Buy rating on Amazon.com, Inc. (NASDAQ:AMZN), keeping the price target at $300. Lloyd Walmsley from Mizuho remains bullish on AMZN as he sees potential in Amazon’s cloud business. AWS is expected to benefit from both added capacity and rising inference demand in 2026. “We see AWS revenue growth accelerating as more capacity comes online, particular ...

摩通将对该公司2027和2028财年云收入预测上调2%和6%，主要原因是对于GenAI的采用及阿里云的变 现化更加乐观。将2027和2028财年中国电商集团经调整EBITDA上调2%和3%。 摩根大通发布研报称，上调阿里巴巴-W(09988)港股目标价45.5%，从165港元升至240港元，同时上调 其美股目标价，从170美元升至245美元，评级"增持"。 该行表示，阿里巴巴股价过去三个月跑赢同行平均水平，主要受惠于2025年第二季度云收入增长率好于 预期，以及管理层对其在外卖以及快商务方面的投资策略。在参加阿里巴巴上周在杭州的云栖大会后， 摩通对阿里云更加乐观，因为其在外部客户以及国内电商协同效应之下的未来收入增长机会。 ...

摩通将对该公司2027和2028财年云收入预测上调2%和6%，主要原因是对于GenAI的采用及阿里云的变 现化更加乐观。将2027和2028财年中国电商集团经调整EBITDA上调2%和3%。 该行表示，阿里巴巴股价过去三个月跑赢同行平均水平，主要受惠于2025年第二季度云收入增长率好于 预期，以及管理层对其在外卖以及快商务方面的投资策略。在参加阿里巴巴上周在杭州的云栖大会后， 摩通对阿里云更加乐观，因为其在外部客户以及国内电商协同效应之下的未来收入增长机会。 智通财经APP获悉，摩根大通发布研报称，上调阿里巴巴-W(09988)港股目标价45.5%，从165港元升至 240港元，同时上调其美股目标价，从170美元升至245美元，评级"增持"。 ...

NEW YORK, Sept. 30, 2025 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, has been recognized as a Leader by NelsonHall in its 2025 NEAT Evaluation for P&C Operations: Analytics & AI. The recognition highlights EXL’s commitment to innovation and its ability to embed powerful analytics and AI-driven solutions into the enterprise workflows of the world’s leading property and casualty (P&C) insurers. The annual report leverages the NelsonHall Vendor Evaluation and Assessment Tool (NEAT) to ...

Celent’s Dimensions research is based on its comprehensive IT Dimensions survey of over 1,000+ executives at financial institutions and offers granular insights into where banks are focusing their technology investments. Celent has now published its latest Dimensions report: Europe Retail Banking IT Pressures & Priorities 2025 and further information to access the report is available via this link. The banking industry in Europe has been experiencing further change in 2025. Against a background of rising ...

Accenture TodayACNAccenture$238.97 +6.41 (+2.76%) 52-Week Range$229.40▼$398.35Dividend Yield2.48%P/E Ratio19.05Price Target$309.25Add to WatchlistFor international consulting company Accenture NYSE: ACN, 2025 has been a rough year. Shares have provided a total return of approximately -33% as of the September 25 close. This has put the stock at a historically low valuation multiple. In fact, Accenture’s forward price-to-earnings (P/E) ratio of 17x is the lowest it has been in three years. This suggests a st ...

Celent has just published its latest Retail Banking Dimensions report for Europe. Full details of the report are available via this link. This series of reports covers everything from product-level priorities to GenAI, and then a current view on how the industry will look in five years. Key findings include: The operating environment remains challenging. Across the region, 54% of banks believe it is more challenging to win and retain customers than it was 12 months ago. Product development is high on ...

来源：Counterpoint《市场展望 — ASP预测追踪报告》 注：ASP基于批发价格 从疫情期间的需求波动到供应链挑战，再到近期关税引发的市场波动，经过多年动荡后全球智能手机市场正逐步恢复常态。美国运营商的持续大力促销使 得库存并未积压，手机品牌厂商也维持着其常规的的发布周期和采购策略。Counterpoint的市场展望预计2025年下半年至2026年市场将更为"常态化"，进 一步印证了我们对平均售价增长和稳定销量将维持收入增长的预测。迄今为止，智能手机基本未受到美国对贸易伙伴加征关税的影响，相比汽车、半导体 和其他消费电子领域更具韧性。然而，美国关税的不确定性以及低迷的宏观经济环境，仍可能在未来使形势更加复杂。 受到上半年提前出货影响，北美出货量预计将在2025年下半年下滑，但关税传导将推动全年ASP同比增长7%。苹果的高端机型、运营商的持续促销以及 折叠屏产品的亮眼表现预计将使ASP在2026年升至984美元。从长远来看，美国将在维持全球ASP高位方面发挥稳定作用，但由于其本身已是一个高端市 场，故在2029年前将会对ASP提供更加渐进式的贡献。我们预计因贸易环境不会再度引发价格的突然上涨，因为新增 ...

Core Viewpoint - The global smartphone average selling price (ASP) is projected to increase from $370 in 2025 to $412 in 2029, with a compound annual growth rate (CAGR) of 3% driven by high-end trends and the adoption of 5G technology [4][6][10]. Market Trends - The global smartphone market is expected to see a 2.5% year-on-year growth in shipments in 2025, an increase from the previous forecast of 1.9% [6]. - The ASP is anticipated to rise by 3.5% to $370 in 2025, influenced by price increases in North America and economic recovery in India and other Asia-Pacific regions [6][10]. - Smartphone revenue is projected to grow nearly 6% year-on-year in 2025, with a long-term CAGR of 5% from 2025 to 2029, reaching $564 billion by 2029 [10]. Regional Insights - In North America, the ASP is expected to grow by 7% year-on-year, while in China, it is projected to increase by 3.6%, primarily driven by high-end models [10][11]. - India’s ASP is expected to remain below $250 in 2025 but will gradually rise to $287 by 2029 due to the high-end trend [12]. Brand Performance - Apple is projected to maintain its position as a leader in high-end smartphone ASP, with an expected increase from $919 in 2025 to nearly $1000 by 2029 [10][12]. - Samsung's ASP is expected to remain stable, with flagship models impacting overall ASP but supported by foldable phones and GenAI integration [14]. - Huawei is strengthening its ASP growth in China, driven by its Mate and Pura series, as well as foldable phones [14]. Technology Impact - The introduction of GenAI smartphones is expected to increase the bill of materials (BoM) cost by $40-60 per device, initially raising prices but transitioning to value-driven ASP growth as AI features become more integrated [14][15]. - Foldable smartphones, although currently representing less than 2% of global shipments, are anticipated to elevate consumer perceptions of high-end products [15]. Conclusion - The global smartphone ASP outlook is optimistic, with stabilizing supply chains and diminishing tariff impacts, alongside the proliferation of high-end smartphones, GenAI, and foldable innovations driving gradual ASP increases [15].