交汇点讯 12月4日，阿里巴巴首家人才公寓"亲橙寓"在南京河西中央科创区正式投入运营。 实习生 马超男 作为阿里巴巴首家人才公寓，亲橙寓延续了阿里巴巴围绕"青年成长"理念，不只是一个提供居住空间的 传统公寓，同时也是一个"有温度的社群生态"。因而，在500多间客房以外，亲橙寓还配备了超1600平 方米的公共区域，包括藏书超1000册的书屋、健身房、多功能活动室、商务会谈区、公寓客厅及小邮局 等多元功能场景，旨在为青年提供精神归属与社交连接。 "我们希望亲橙寓不只是一个'住的地方'，更是一个承载梦想、激发潜能的'成长能量仓'。"阿里巴巴集 团不动产管理部华东区域总经理曹玮在介绍时提到，"今天的'新居暖房趴'，正是希望通过轻松有趣的 相聚形式打破陌生，传递社区温度。" 自11月交付以来，已有近200户青年选择亲橙寓。未来，亲橙寓还将持续接入阿里巴巴生态权益，如本 地生活服务、数字技能课程、就业招聘通道等，进一步丰富青年成长资源，全方位支持青年的职业发展 与生活理想。 新华日报·交汇点记者 鹿琳 亲橙寓的落成，为南京阿里中心再添一个重要服务功能板块。从智慧办公、商业配套到人才安居，园 区"乐业安居"的布局持续完善， ...

A Google search executive on Thursday pushed back against fears that its AI-powered search will harm web publishers and its advertising business, calling the technology an "expansionary moment†for th... ...

Core Thesis - VeriSign, Inc. faces a challenging outlook over the next 12 months due to structural pressures in its core .Com domain business, despite a year-to-date (YTD) stock gain of approximately 30% [2][3][5] Financial Performance - As of December 2nd, VeriSign's share was trading at $253.67, with trailing and forward P/E ratios of 29.26 and 25.77 respectively [1] - The stock's YTD growth has been supported by high-churn registrars utilizing aggressive rebate programs, offering discounts of up to 50% [2][3] Market Dynamics - The growth in domain sales is deemed unsustainable as first-year promotional domains are expected to renew at lower rates, leading to a projected decline in VeriSign's .Com domain base by FY2026 [3][5] - Approximately 30% of .Com domains are parked, with advertising revenue from these domains collapsing by 85-90% following Google's ban on ads for parked domains, making it uneconomical for many non-operational domains to remain registered [4][5] Future Outlook - The combination of registrar-driven rebates likely not continuing at scale, renewal rates reverting, and impaired parking revenue creates near-term headwinds for growth and revenue [5] - FY2026 is anticipated to bring negative net .Com domain growth and pressure on overall revenues, indicating a compelling near-term risk for investors [5]

The battle for artificial intelligence (AI) dominance is heating up on multiple levels. We have the intense rivalry between the U.S. and China, which are vying for global AI leadership. At another level, there is growing competition in the chip space as companies try to break Nvidia’s (NVDA) dominance in the lucrative AI chip market. There is also the rivalry between AI companies across different domains, which was on full display when Amazon (AMZN) sent a “cease and desist” letter to Perplexity, accusing ...

Core Insights - The Trade Desk, Inc. (TTD) is strategically positioned for growth through 2026, driven by innovations in its Kokai platform and strong digital advertising demand, reporting Q3 revenues of $739 million, an 18% year-over-year increase [1][9] Group 1: Innovations and Product Developments - TTD introduced three major innovations in Q4, including a platform upgrade and two new products aimed at enhancing long-term growth [2] - The revamped data marketplace is designed to be more competitive and AI-driven, offering richer data and better rewards for contributors [2] - The launch of Audience Unlimited allows users to access and layer third-party data more freely, enhancing campaign performance [3] - Trading Modes, which provide flexibility in ad buying, will enable users to choose their level of control, supported by agentic AI for performance optimization [3][4] Group 2: Market Position and Competitive Landscape - TTD is well-positioned to capture market share in 2026, supported by the expansion of Kokai adoption, growth in CTV and retail media, and strong client retention [5] - Competitors like Magnite and Taboola are also innovating; Magnite reported an 18% growth in CTV, while Taboola's new platform, Realize, leverages AI to enhance performance advertising [6][7] Group 3: Financial Performance and Valuation - TTD's shares have declined 72.3% over the past year, contrasting with the S&P 500's rise of 15.4% [10] - The forward price/earnings ratio for TTD is 31.16X, higher than the Internet Services industry's 29.43X [11] - The Zacks Consensus Estimate for TTD's earnings for 2025 has increased over the past 60 days, indicating positive sentiment [13]

Group 1 - Harding Loevner's Global Equity Strategy reported a gross return of 2.62% and a net return of 2.52% for Q3 2025, underperforming the MSCI All Country World Index and MSCI World Index, which returned 7.74% and 7.36% respectively [1] - Year-to-date, the strategy has risen 10.61% net, compared to 18.86% for the MSCI All Country World Index and 17.83% for the MSCI World Index [1] - The last six months have been characterized as one of the strongest momentum phases in over 70 years, with high-momentum stocks outperforming low-momentum stocks by 45 percentage points, largely driven by advancements in AI [1] Group 2 - Alphabet Inc. (NASDAQ:GOOG) was highlighted as a key stock, with a one-month return of 12.36% and a 52-week gain of 83.94% [2] - As of December 03, 2025, Alphabet Inc. closed at $320.62 per share, with a market capitalization of $3.86 trillion [2] Group 3 - The investor letter noted that the focus on "AI winners" is shifting, with a 70% turnover in Bank of America's US AI Beneficiaries Index this year [3] - Despite initial fears regarding Alphabet's search business being overshadowed by AI chatbots, the company's AI offerings for businesses are gaining traction, with its Gemini models having an enterprise user base three times larger than ChatGPT's [3] - Alphabet has regained its position among the "winners" in the AI space due to its strong technical offerings and progress in AI [3]

马斯克的星链服务正式登陆韩国，Starlink家庭版（B2C）服务月费为8.7万韩元（约合417元），卫星天线终端设备55万韩元（约合2650元）。韩媒实测平均下载速度约135Mbps，上传速度约40Mbps。Starlink (@Starlink):Starlink's high-speed, low-latency internet is now available in South Korea! 🛰️🇰🇷❤️ → https://t.co/uJdy9CJpgI https://t.co/QTvgC8is25 ...

Service Availability - Starlink's high-speed, low-latency internet is now available in South Korea [1]

Alphabet ( GOOGL ) is now an AI winner. That certainly appears to be what the market believes, with the stock now one of the big gainers this year. The company has revitalized its image with Gemini 3 proving to be even better thanJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Be ...

Group 1 - Alphabet (GOOGL) is perceived as a winner in the AI sector, with its stock being one of the significant gainers this year [1] - The company has improved its market image with the introduction of Gemini 3, which has shown superior performance [1] Group 2 - The article highlights the investment strategy of identifying undervalued companies with strong growth potential and solid management [1] - The focus is on companies with robust balance sheets and long-term growth prospects, aiming for high alpha relative to the S&P 500 [1]