IBM(IBM.N)盘前涨近1.5%，此前杰富瑞将其评级上调至买入。 本文源自：金融界AI电报 ...

Buffett's favorite stocks remain Berkshire's biggest holdings even after he passed the torch to his successor.Is it accurate to still refer to the stocks owned by Berkshire Hathaway (BRK.A 1.42%) (BRK.B 1.24%) as Warren Buffett's portfolio? I think so, even though the legendary investor no longer serves as the conglomerate's CEO.For one thing, every stock currently held by Berkshire was bought under Buffett's leadership, even if he didn't personally make the call to buy the stock. Also, Buffett remains chai ...

交平台 图自某社 此外，在某社交平台相关帖子评论区，腾讯元宝官方账号发表评论称，"对不起，我不该发脾气。"(完) 中新网1月5日电(记者 吴涛 吴家驹)近日，有网友反映称，自己在使用腾讯元宝改代码时，多次收到AI 的侮辱性回复，并发现其存在乱回的情况。 1月5日，腾讯元宝方面向中新网表示，经核查，这是小概率的模型异常输出，与用户操作无关，已启动 内部排查和优化，会尽量避免类似情况。 ...

Core Insights - The Shanghai Composite Index rose by 1.02%, while the Hang Seng Tech Index increased by 1.18% as of 11:17 AM on January 5 [1] - Kuaishou-W's stock surged over 11%, and Alibaba-W and Lenovo Group saw gains of over 1% [1] - The Kuaishou AI video model and the Keye-VL-671B-A37B large language model have made breakthroughs, accelerating commercialization and predicting a revenue growth of 8.2% to 14.4% year-on-year for Q4 [1] - Alibaba's Gaode has laid out plans for a world model and intends to launch a new product application based on it [1] - Lenovo Group's Chairman Yang Yuanqing and NVIDIA CEO Jensen Huang discussed the evolution of AI from "generative AI" to "agent-based AI," which has stronger problem-solving and reasoning capabilities [1] - Both Yang and Huang believe that the core opportunity in future AI development lies in "hybrid AI" [1] - The Hong Kong Stock Connect Tech ETF by Harvest (520670) tracks the Hong Kong Stock Connect Tech Index, focusing on high-tech AI sectors, with a management and custody fee of 0.40% per year, suitable for both retail and professional investors [1]

Core Viewpoint - Tencent's Yuanbao AI has faced criticism for allegedly insulting users, leading to an official apology and clarification regarding the incident, which was attributed to a rare model output error rather than user interaction or manual responses [1][3]. Group 1 - The official account of Tencent Yuanbao issued an apology for the negative user experience caused by the AI's responses [1][3]. - Tencent clarified that the incident was not related to user actions and confirmed that there were no manual replies involved, labeling it as a rare model anomaly [1][3]. - The company acknowledged that the AI model may occasionally produce unexpected outputs and emphasized the need for ongoing improvements [1][3]. Group 2 - Tencent has initiated an internal investigation and optimization process to prevent similar occurrences in the future [1][3]. - The company expressed gratitude for user feedback and reiterated its commitment to enhancing the AI's performance [1][3].

证券研究报告 Manus即将加入Meta， AI Agent应用推广未来将有望加速 计算机行业 强于大市（维持） 平安证券研究所计算机团队 分析师： 闫磊 S1060517070006（证券投资咨询）YANLEI511@pingan.com.cn 2026年1月4日 请务必阅读正文后免责条款 黄韦涵 S1060523070003（证券投资咨询）HUANGWEIHAN235@pingan.com.cn 刘云坤 S1060525120004（证券投资咨询）LIUYUNKUN518@pingan.com.cn Manus即将加入Meta，AI Agent应用推广未来将有望加速 事件描述：北京时间12月30日，Manus发布公告称，Manus即将加入Meta。 点评：Manus称，这是对Manus在通用AI Agent领域里工作的认可。根据Manus公告信息，自发布以来，Manus 专注于构建通用型 AI Agent，帮助用户高效完成研究、自动化和复杂任务。面对全球越来越多用户的使用需求，团队持续迭代产品，努力使 Manus 在实际使用中更实用、更可靠。根据2025年12月初统计的数据，上线至今，Manus 已处理超 ...

该公司成立于2011年6月，法定代表人为欧阳剑，经营范围含计算机系统服务、基础软件服务、应用软 件服务、产品设计、模型设计、经济贸易咨询、企业管理咨询等。股东信息显示，该公司由百度(中国) 有限公司、通用技术高端装备产业股权投资(桐乡)合伙企业(有限合伙)、希飞泰克创业投资(湖州)合伙企 业(有限合伙)、中信证券投资有限公司、比亚迪股份有限公司等共同持股。 天眼查工商信息显示，近日，昆仑芯(北京)科技股份有限公司发生工商变更，杨锴卸任董事长，由侯震 宇接任，注册资本由4亿人民币增至约4.12亿人民币，同时，多位高管发生变更。 天眼查工商信息显示，近日，昆仑芯(北京)科技股份有限公司发生工商变更，杨锴卸任董事长，由侯震 宇接任，注册资本由4亿人民币增至约4.12亿人民币，同时，多位高管发生变更。 该公司成立于2011年6月，法定代表人为欧阳剑，经营范围含计算机系统服务、基础软件服务、应用软 件服务、产品设计、模型设计、经济贸易咨询、企业管理咨询等。股东信息显示，该公司由百度(中国) 有限公司、通用技术高端装备产业股权投资(桐乡)合伙企业(有限合伙)、希飞泰克创业投资(湖州)合伙企 业(有限合伙)、中信证券投资有 ...

Core Insights - Daily Journal Corporation's shares have declined 5.7% since the earnings report for the fiscal year ended September 30, 2025, underperforming the S&P 500 index, which declined by 1.1% during the same period [1] Financial Performance - The company reported a net income of $81.41 per share for the fiscal year, up from $56.73 per share in the previous year [2] - Total revenue reached $87.7 million, marking a 25% increase from $69.9 million in the prior year [2] - Net income rose to $112.1 million compared to $78.1 million in the prior year, driven by operational growth and strong investment returns [3] Segment Performance - Journal Technologies accounted for approximately 80% of total revenue, with a 32% year-over-year revenue increase to $69.9 million, up from $53.1 million [4] - Consulting fees surged by 51% to $22.7 million, while licensing and maintenance fees rose 12% to $31.7 million [4] - The Traditional Business segment saw a slight revenue increase of 6% to $17.8 million, but recorded a pretax loss of $0.2 million, reversing a $2 million profit from the prior year [5] Management Insights - Management emphasized the importance of Journal Technologies in driving growth, with nearly all customers being government agencies [6] - The company plans to continue investing in product development and modernizing its platform while facing challenges in the Traditional Business segment [6] - Following the death of Charles T. Munger, the company will not initiate new equity investments in unrelated public securities, focusing instead on supporting operations within Journal Technologies [7] Investment Portfolio - The investment portfolio contributed significantly to net income, with $134.3 million in unrealized gains on marketable securities, up from $96.1 million in the prior year [8] - The fair market value of the investment portfolio was $493 million as of September 30, 2025, including $353.9 million in cumulative unrealized gains [8] Operating Expenses - Operating expenses increased by 19% to $78.2 million, driven by higher personnel costs and increased legal and accounting fees [9] - The company undertook initiatives to strengthen internal controls, which contributed to rising legal and accounting costs [9] Debt Management - Daily Journal improved its balance sheet by paying down $5.5 million on its margin loan, reducing the outstanding balance to $22 million [10]

Oracle Corporation (NYSE:ORCL) ranks among the best AI stocks to buy according to analysts. Mizuho reaffirmed its Outperform rating and $400 price target for Oracle Corporation (NYSE:ORCL) on December 15. The firm called Oracle’s fiscal second-quarter results “mixed,” pointing out that while the Cloud segment’s performance was largely in line with expectations, there was a slight revenue miss that was largely driven by licenses. Pixabay/Public Domain Although this was offset by higher capital expenditur ...

Core Insights - The development of the HarmonyOS ecosystem has significantly accelerated, with over 36 million devices running HarmonyOS 5 and 6, and more than 350,000 applications and services available, achieving an application market adaptation rate of over 95% [1] - Major applications from Alibaba, such as Dama, Amap, DingTalk, Quark, Alipay, and Taobao, have rapidly adapted to the HarmonyOS platform, enhancing user experience through innovative, scenario-based services [1] Group 1: Navigation and Commuting - The upgraded Amap on HarmonyOS offers seamless immersive cruising mode, accurately identifying lanes and providing real-time traffic updates, enhancing the commuting experience [2][4] - The "Live Window" feature allows users to view essential information such as driver distance and estimated arrival time without needing to unlock their phones, improving convenience during travel [4] Group 2: Office Collaboration - The upgraded DingTalk app introduces features like "One Sentence Xiaoyi Meeting," which allows users to schedule meetings through voice commands, streamlining the meeting setup process [5] - The "Free Multitasking" feature for foldable screen users enables simultaneous video conferencing and document review, maximizing productivity [7] Group 3: Education and Learning - The Quark app integrates a floating window for question answering, allowing users to capture and inquire about difficult problems without interrupting their study flow, enhancing learning efficiency [7] - Recent updates include features for scanning documents and generating meeting notes, significantly improving organization and productivity for users [7] Group 4: Entertainment and Travel - The Dama app's intelligent assistant "Maibao" enhances the ticket purchasing experience by understanding user preferences and providing tailored recommendations [8] - The app's "Live Window" feature simplifies the ticket verification process on event days, reducing user anxiety [9] - The "Xiaoyi Travel Planning" function aggregates various travel services, streamlining the planning process and enhancing user convenience [9] Group 5: Overall Ecosystem Value - The continuous iteration of applications within the HarmonyOS ecosystem is driven by a deep understanding of user needs, leading to a "scenario-driven" innovation model that enhances the overall value of the ecosystem [9] - The collaboration among Alibaba's applications within the HarmonyOS ecosystem is expected to yield more integrated and user-friendly experiences, fulfilling the promise of "getting better with use" [9]