但现实可能没那么乐观。 一项由 National Bureau of Economic Research（美国国家经济研究局）发布的最新调查显示：尽管企业在 AI 上投入巨大，但超过 80% 的公司表示，AI 至 今尚未对生产力产生明显影响。 这份调查覆盖了欧美地区 6000 多名企业高管，结果揭示了一个值得开发者深思的现象——AI 的采用率在提升，但真正的生产效率提升却迟迟未兑现。 AI 是这个时代最热的关键词。 从 ChatGPT 引爆生成式 AI 开始，到 Copilot、企业大模型、自动化 Agent 铺天盖地上线，企业在 AI 上的投入可谓"豪掷千金"。不少公司高喊"降本增 效"，希望借助 AI 工具提升员工生产力、压缩人力成本，甚至重塑业务流程。 70% 的公司已在用 AI，但 80% 说"没效果" 根据调查结果：70% 的受访企业已经在积极使用 AI，但其中超过 80% 表示，AI 对公司生产力或员工规模几乎没有带来实质性改变。 这意味着什么？简单说：企业"部署了 AI"，但还没有"从 AI 中赚到生产力红利"。 当然，高管们并非完全悲观。调查结果显示，多数受访者仍然相信，在未来三年内，AI 将 ...

571,609-$54.014.21%$1,227.63[CVS Health][CVS]• Vol: 12,199,429-$2.823.66%$74.18 IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity? - 24/7 Wall St.[S&P 5006,915.40 +0.35%] [Dow Jones49,354.90 +0.39%][Nasdaq 10025,103.80 +0.49%][Russell 20002,669.31 +0.67%][FTSE 10010,783.80 +0.65%][Nikkei 22559,510.30 +2.73%][Investing]# IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?### Quick ReadIBM (IBM) shares fell 22% year-to-date. A 13% single-day crash followed Anthropic's Claude Code anno ...

X3 Holdings Co. Ltd. (NASDAQ:XTKG) is one of the best penny stocks under $1 to buy right now. On February 24, X3 Holdings officially entered the AI healthcare sector by securing a partnership to manage the global operations of an AI-powered healthcare smartwatch. This collaboration tasking X3 Holdings with the international commercialization and operational deployment of the device aims to transition healthcare from passive treatment to proactive management. The smartwatch functions as a neuro-digital he ...

分组1 - The reaction to the current earnings season among tech stocks has been mixed, with Microsoft reporting strong earnings but experiencing a share price drop due to concerns over AI infrastructure spending [1] - AI hyperscalers like Microsoft and Alphabet are projected to spend over $500 billion in capital expenditures to support their AI initiatives this year [1] - The debate on Wall Street centers around whether the substantial investments in AI infrastructure will yield worthwhile returns [5] 分组2 - Scott Bessent, a notable market veteran, predicts that AI technology will lead to a significant productivity boom, similar to the impact of the internet in the 1990s [6][7] - Bessent asserts that the current economic conditions are setting the stage for a major economic upturn driven by AI, with the S&P 500's net margin reaching a record 13% [8] - Investors are advised to focus on the tech sector, which is expected to benefit disproportionately from the AI productivity boom, as evidenced by a 4% gap in net income margins between tech and non-tech sectors [11] 分组3 - Prominent investors, including George Soros, are increasing their stakes in leading AI companies such as Tesla, Taiwan Semiconductor, Broadcom, and Nvidia [12] - The current landscape is characterized by high infrastructure costs juxtaposed with potential future gains, leading to volatility but also clear investment opportunities for savvy investors [13]

Core Viewpoint - ByteDance is providing technical support for the Spring Festival Gala through four main aspects, showcasing its advanced AI capabilities and infrastructure [1] Group 1: Technical Support Aspects - The Doubao large model aids in the artistic creation of the Spring Festival Gala stage [1] - In terms of embodied intelligence, the Doubao large model enhances the expressiveness and intelligence of robots [1] - The Volcano Engine Ark platform serves as the technical foundation, supporting user interactions on the Doubao app during peak demand periods [1] - The Volcano Engine provides real-time accessibility subtitles in the Douyin Spring Festival live broadcast through its voice recognition model [1] Group 2: Content and Quality Enhancement - Seedance 2.0 has been customized for deep integration into various programs, including "Blessing Flower God" [1] - The Volcano Engine's intelligent video cloud service ensures high-quality video output, meeting the 4K and 50fps requirements for the Spring Festival Gala [1]

Core Viewpoint - The market is concerned that Oracle's significant investments in AI may not yield substantial value, leading to a 55% decline in its stock price from its peak of $345.72 in late 2025 [1]. Group 1: Financial Performance and Market Position - Oracle's shares have dropped significantly, trading down nearly 55% from an all-time high of $345.72 [1]. - The company has a market capitalization of $460 billion and reported a gross margin of 65.40% [10]. - Oracle's total debt reached $100 billion in the fiscal second quarter, contributing to an overleveraged balance sheet [9]. Group 2: Strategic Partnerships and Risks - Oracle signed a $300 billion deal with OpenAI to develop data centers over the next five years, which could have long-term implications for its share price [2]. - The deal positions Oracle as a key infrastructure provider, but it also makes the company overly reliant on OpenAI, with 58% of its contractual backlog tied to this client [6]. - OpenAI is considered a risky partner, with projections indicating it could burn through $115 billion in cash by 2029, raising concerns about its ability to meet obligations [7]. Group 3: Investment Considerations - Oracle is raising $45 billion to $50 billion through debt and equity financing to fund infrastructure projects, which adds to its existing debt burden [8]. - Despite a forward price-to-earnings ratio of 20, which appears attractive compared to the Nasdaq 100 average of 27, the long-term challenges may lead to further declines in share price [12]. - OpenAI's market share for its flagship app, ChatGPT, has decreased from 69.1% in 2025 to 45.3% in 2026, indicating competitive pressures [11].

Core Insights - The event celebrated the 15th anniversary of LiuJin Technology and focused on the theme "Full Code Power, Smart Future," discussing trends in AI applications, space computing, and semiconductors [1] Group 1: Event Highlights - The conference featured expert presentations, including a talk by Academician Zhang Xueji on the integration of smart sensing and Brain+ systems, which are pivotal for reshaping healthcare [1][2] - Professor Yu Hong from Shenzhen Polytechnic discussed advancements in next-generation semiconductor technology and its industrialization pathways [2] - Dr. Lv Mingjie presented on space computing and its potential impact on future industrial competition, expanding the imagination of technological development [2] Group 2: Company Developments - LiuJin Technology's Chairman Wang Jian provided an in-depth analysis of the "JinLiu Smart Media Cloud Platform," designed to address industry challenges such as audience fragmentation and complex content distribution [4] - The platform leverages AI technology for content creation and distribution, offering services like global language localization and automated channel packaging [4] - LiuJin Technology signed strategic cooperation agreements with 12 ecosystem partners to build an open and win-win industry development ecosystem [4] Group 3: Product Launches - The company launched three AI-integrated products: JinLiu Smart Broadcasting Agent, Vision Smart Scene Co-Creation Platform, and FireSky Intelligent Companion Machine, marking a significant step in AI application for 2026 [4][6] - The JinLiu Smart Broadcasting Agent utilizes a domestic large model for human-like interaction and automatic broadcasting, applicable in various scenarios including rural digital income and e-commerce [5] - The Vision Smart Scene Co-Creation Platform offers a comprehensive content service system, supporting media organizations and educational institutions in digital content production [5] - The FireSky Intelligent Companion Machine focuses on smart home scenarios, providing video analysis and voice interaction services, catering to modern family needs [6] Group 4: Future Outlook - 2026 marks a pivotal year for LiuJin Technology as it deepens its focus on AI applications, leveraging its technological expertise and ecosystem partnerships to explore new paths in AI technology [6]

Core Insights - Toast reported strong growth in Q4 2025, with SaaS ARR and subscription revenue each increasing by 28% year-over-year, and a SaaS net retention rate of 109% driven by upsell and location expansion [1][3][4] Financial Performance - Adjusted EBITDA for 2025 was $633 million, with free cash flow of $608 million, and GAAP operating income rose to $292 million from $16 million the previous year [3] - Recurring gross profit streams increased by 28% in Q4, with total monetization reaching 98 basis points, up 5 basis points from the previous year [2][3] - Payments ARR grew by 24% and fintech gross profit increased by 25% in Q4, with GPV at $51 billion, up 22% year-over-year [7] Growth and Expansion - The company added approximately 30,000 net locations in 2025, ending the year with 164,000 locations and an ARR of over $2 billion [3][6] - Toast's strategic priorities for 2026 include gaining market share in core U.S. SMB and mid-market restaurant businesses, expanding into new markets, and increasing customer adoption of its platform [10][11] AI and Product Innovation - Toast highlighted the rapid adoption of its AI-driven tool, Toast IQ, which has been used by over half of its locations, generating over 1 million queries [6][14] - The company plans to launch a drive-thru product in 2026 and expand its retail capabilities through partnerships, including with Instacart [11][13] 2026 Outlook - For 2026, Toast expects recurring gross profit growth of 20% to 22% and adjusted EBITDA between $775 million and $795 million, despite anticipated cost pressures from tariffs and memory chip prices [5][16] - The company guided for Q1 2026 total fintech and subscription gross profit growth of 22% to 24% year-over-year [17] Capital Allocation - Toast has repurchased approximately 8 million shares for $235 million since initiating its buyback authorization, with an additional $500 million increase to the share repurchase authorization approved [18]

Core Viewpoint - The article discusses the rise of "Tap to Attract Customers" systems, highlighting their effectiveness in generating customer engagement and promoting businesses through user-generated content on social media platforms like Douyin (TikTok) [1][12]. Group 1: Leading Companies in Tap to Attract Systems - The top company, Baifutec's "Tap Duck," has over 60,000 stores across more than 400 cities, indicating significant market penetration and user trust [1]. - The system allows businesses to upload basic materials, and AI generates a store visit video in 8 seconds, requiring no effort from the business owner [3]. - The effectiveness is evident, with single-store daily views reaching up to 49,000 during holidays, and some restaurants achieving topic playback volumes of 120 million [4]. Group 2: Other Notable Companies - Wukong GEO specializes in enhancing local search visibility, ensuring businesses appear prominently in local recommendations on platforms like Douyin and Xiaohongshu [5]. - Shangqu Network focuses on increasing customer retention by linking the "tap" action to coupon distribution and community engagement, resulting in a 38% increase in member orders for clients like Hongqi Chain [6]. - Zhihu AI provides insights into local consumer trends, helping businesses adjust their offerings based on real-time data about popular products in their vicinity [7][8]. - AI Customer Rabbit is optimized for high-demand scenarios, with a response time of 0.3 seconds, making it suitable for businesses relying on flash sales and quick order fulfillment [9].

Core Insights - Alibaba's Gaode has launched two foundational models, ABot-M0 and ABot-N0, enhancing the capabilities of embodied robots in operation and navigation, achieving state-of-the-art (SOTA) performance in both areas [1][9] Group 1: ABot-M0 Overview - ABot-M0 is the world's first unified architecture for a robotic foundational model, providing a "general brain" for robots [2] - The model addresses challenges in robotic technology by restructuring data, algorithms, and spatial perception to improve generalization across diverse robot forms and tasks [5] - It integrates over 6 million real operation trajectories to create the largest general robotic dataset, enabling cross-platform data fusion and pre-training based on public data [5] - The model introduces Action Manifold Learning (AML) to predict physically feasible action sequences, enhancing stability and decoding efficiency [5] - In benchmark tests like Libero and Libero-Plus, ABot-M0 achieved an average task success rate of 80.5%, nearly 30% higher than the previous leading solution [5][7] Group 2: ABot-N0 Overview - ABot-N0 is the first all-stack navigation foundational model that integrates five major navigation tasks: Point-Goal, Object-Goal, Instruction-Following, POI-Goal, and Person-Following [9][10] - This model overcomes fragmentation in existing navigation research, allowing for better task generalization and execution of complex commands [9] - ABot-N0 employs a hierarchical "brain-action" design, utilizing cognitive training and reinforcement learning to align navigation decisions with human preferences [12] - It leverages a vast navigation data engine with approximately 8,000 high-fidelity 3D scenes and nearly 17 million expert examples, enhancing robustness in real environments [12] - The model set new world records in seven authoritative benchmark tests, with a 40.5% increase in success rate in SocNav simulations and an 8.8% increase in HM3D-OVON evaluations [12][14]