Core Viewpoint - Chinese stocks have transitioned from being considered uninvestable to potentially worth exploring due to discounted valuations in several internet stocks, particularly those making significant advancements in AI [1] Group 1 - The current market conditions present an opportunity for investors to consider Chinese internet stocks [1] - Many of these stocks are experiencing substantial developments in artificial intelligence, which could drive future growth [1]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dave Nixon didn't move to California for the beaches or the burritos. He moved because, in his words, Florida stopped paying attention. "I just felt like education, healthcare, all the things I care about that equalize society, were not being paid attention to [in Florida]," Nixon told Fortune magazine. . A former healthcare executive and member of Patriotic Millionaires, Nixon packed up his life in 2022 ...

We're buying 25 shares of Alphabet at roughly $327. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 120 shares of GOOGL, increasing its weighting to 1% from about 0.8%. We're nibbling on Alphabet shares as new tariff threats from President Donald Trump targeting the European Union bring volatility back to markets. While there are still plenty of unknowns out there on how Europe will respond, we're buying the Google-parent small here in case there is some form of de-escalation over the next ...

Core Insights - Baidu's Wenxin Assistant has surpassed 200 million monthly active users, indicating significant user engagement and growth in the AI assistant market [1] Group 1: Product Development - Wenxin Assistant is an AI smart assistant launched within the Baidu App, showcasing the company's commitment to integrating AI technology into its services [1] - As of early January 2026, Wenxin Assistant has integrated with various Baidu ecosystem services, including Baidu Maps and Baidu Health, enhancing its functionality [1] Group 2: Partnerships and Ecosystem - The assistant connects with major partners such as JD.com, Meituan, and Yingmi Fund through the MCP (Model Context Protocol) service, expanding its reach across e-commerce, health, and local services [1] - The integration allows users to address various needs, including ticket booking, travel, shopping, financial management, and legal consultation [1]

“The long wait to cross a round number bears thinking about as the Dow sits on the cusp of 50000. While there’s nothing magical about them, milestones exert a psychological pull and often seem to be breached when stocks are frothy.”- The Wall Street Journal, Jan. 13, 2026 January expiration week is behind us, and there was only one weak attempt at the S&P 500 Index (SPX – 6,940.01) 7,000 level, a strike with a plethora of call and put open interest (OI) that could have created pinning action on expiration F ...

作者｜昆仑万维创始人、昆仑天工董事长兼 CEO、知名投资人 周亚辉 首先要声明，我在过去十二个月没有跟字节、阿里、美团、腾讯做过交流，不存在摆弄消息之嫌，以下我的分析都是基于我多年经营企业形成的 战略洞察和推理能力。我首先要回答我在一年前给大家和自己提出来的一个问题，谁是十年后的中国首富，通过这一年的观察和思考，我可以明 确地回答自己，张一鸣同学将从现在到未来十年后甚至二十年后都是中国和亚洲的首富。 为什么这么认为，因为一鸣同学内心重新燃起了很强的欲望（或者说动力），这叠加他强大的学习能力、执行力和字节的资金、资源和用户，这 一轮的增长将非常巨大。前段时间的豆包手机已经轰动了业界，不光光是手机领域、机器人领域，自媒体车fans已经有报道，字节将与赛力斯合 作，进入汽车制造领域，这明显是剑指无人驾驶运营商位置；不仅仅是入地，字节还会上天，有自媒体小道消息，字节内部已经开始在研究搭建 太空算力。 随着TikTok问题的解决，字节的国际化扩展也会加快，尤其是豆包将加快出海速度。单从这些信息，是不足以很强的Conviction认定张一鸣同学是 十年后的首富的。最关键的一点是，未来中国AI时代的Super App（Ap ...

新浪科技讯 1月20日晚间消息，微信官方账号"微信公开课"发布消息表示，2025年全球跨境与境外用户 使用小程序次数突破50亿次；微信小程序服务已覆盖全球100个国家和地区；微信跨境支付已覆盖78个 国家和地区，支持36个币种；2025下半年通过小程序完成的交易金额同比增长超7成。 官方表示，中国出境用户小程序交易金额同比增长60% ，用户画像显示，除年轻主力军外，35-55岁的 客群展现出巨大的消费潜力和决策力；场景上，交通出行小程序月均交易笔数增长140%+，餐饮服务增 长50%+，小程序服务已横跨108个细分行业。 区域上，马来西亚，新加坡，意大利，法国等多地增长迅速，马来西亚月均交易笔数激增90%+，新加 坡增长80%+，意大利月均交易金额更是实现了300%+的爆发式增长。 境外本地用户（Local Users）也越来越爱用小程序，交易金额同比增长70%，同时入境用户的小程序交 易金额同比增长50%。 针对境外支付，微信表示支持境外用户直接在小程序内使用Visa、Mastercard等国际信用卡及PayNow、 澳门中银等本地电子钱包支付。 此外，微信支付推出 "社交组队返现"（Social Reba ...

Core Viewpoint - The article discusses the intense competition among major tech companies for "entry points" in the AI era, highlighting the need for a new type of "ticket" that encompasses model capabilities, infrastructure, and user interaction [6][7]. Group 1: ByteDance - ByteDance is identified as the first company to understand and implement the new structure of the "ticket," effectively becoming a "First Mover" in the AI era [9]. - ByteDance's model capabilities are underestimated; its models are primarily used internally and have undergone extensive real-world testing, processing over 50 trillion tokens daily [9][10]. - The company's "All-in-One" model strategy integrates various capabilities into a single foundational model, enhancing cross-modal understanding [9][10]. - The success of Doubao, which recently surpassed 100 million daily active users, indicates that chat remains a key entry point for super applications in the AI era [11]. Group 2: Alibaba - Alibaba possesses strong foundational capabilities in models and cloud services, holding over 35% of the AI cloud service market share in China [14][15]. - However, Alibaba lacks a compelling consumer-facing entry point akin to Doubao, which limits its ability to capture user engagement in the new interaction paradigm [14][15]. - The company aims to capture 80% of the future AI market, focusing on both traditional enterprise transformations and new AI-native businesses [15][16]. - Alibaba's challenge lies in breaking away from traditional business models to create a new, integrated commercial model that delivers user value effectively [16]. Group 3: Tencent - Tencent's position is more complex, as it holds the influential WeChat platform but struggles to adapt to the AI era's demands [18][21]. - The company is currently in a catch-up position regarding model capabilities and infrastructure, which limits its competitive edge [21][22]. - WeChat, while a significant asset, may not serve as an effective AI-native entry point due to its inherent privacy and user expectation constraints [21][22]. - Tencent's approach appears cautious, focusing on cost reduction and efficiency rather than groundbreaking innovation, raising questions about its future adaptability in the AI landscape [21][22]. Group 4: Industry Dynamics - The competition has evolved from merely possessing large models to understanding how to deliver user value in the AI era [24]. - The market potential driven by AI is projected to exceed ten times the existing IT budget, indicating a significant shift in productivity and resource allocation [24]. - The article emphasizes that the battle is no longer about individual apps but rather about interaction paradigms, fulfillment capabilities, and system integration [24].

Core Viewpoint - Elon Musk has open-sourced the X recommendation algorithm, which combines in-network content from followed accounts and out-of-network content discovered through machine learning, using a Grok-based Transformer model for ranking [3][12][18]. Summary by Sections Algorithm Overview - The open-sourced algorithm supports the "For You" feed on X, integrating content from both followed accounts and broader network sources, ranked by a Grok-based Transformer model [3][5]. - The algorithm fetches candidate posts from two main sources: in-network content (from accounts users follow) and out-of-network content (discovered through machine learning) [9][10]. Algorithm Functionality - The system filters out low-quality, duplicate, or inappropriate content to ensure only valuable candidates are processed [7]. - A Grok-based Transformer model scores each candidate post based on user interactions (likes, replies, shares, clicks), predicting the probability of various user actions [7][8]. Historical Context - This is not the first time Musk has open-sourced the X recommendation algorithm; a previous release occurred on March 31, 2023, which garnered over 10,000 stars on GitHub [12][14]. - Musk aims to enhance transparency in the algorithm to address criticisms regarding bias in content distribution on the platform [18][19]. User Reactions - Users on the X platform have summarized key insights about the recommendation algorithm, emphasizing the importance of engagement metrics like replies and watch time for content visibility [22][23]. Importance of Recommendation Systems - Recommendation systems are crucial to the business models of major tech companies, with significant percentages of user engagement driven by these algorithms (e.g., 35% for Amazon, 80% for Netflix) [25][27]. - The complexity of traditional recommendation systems often leads to high maintenance costs and challenges in cross-task collaboration [28]. Future Implications - The introduction of large language models (LLMs) presents new opportunities for recommendation systems, potentially simplifying engineering and enhancing cross-task learning [29][30]. - The open-sourcing of the X algorithm may not lead to immediate changes across other platforms, as they may lack the resources to implement similar systems [39].

GEO概念股崩了。 那么问题来了：怎样才能既用好这种技术，又避免走向滥用？ 我们需要商业创新，更需要守住技术的底线。 （文章来源：21世纪经济报道） 市场上GEO灰色产业链已经悄然滋生。21记者曾报道，品牌只要花几千块钱，就可以找GEO营销公司 给AI植入一个搜索关键词。甚至还有公司通过反向GEO策略，给AI植入竞争对手公司的负面答案。 给AI注入低质量的内容垃圾，虽然只占AI数据库里很小部分，但会让AI的有害输出率指数级上升。在 医疗、金融等领域，AI推荐的垃圾内容轻则用户损失财产，重则危害用户生命。这种行为在行业内叫 AI数据投毒，最终将污染中文互联网的语料环境，威胁AI安全，成为AI治理的关键一环。 既然目前GEO概念股多家公司，比如浙数文化、人民网、新华网、浙文互联等都表示还没有涉及相关 业务，这说明了GEO还没有形成成熟的商业模式。但市场大概率并不会急刹车，GEO概念关注度仍不 会降低。 2026年的第一个热度板块高歌猛进两个礼拜之后，号称新"易中天"的三家龙头，易点天下、中文在线、 天龙集团都在近日陆续发布公告，表示业务不涉及GEO。 这场资本盛宴的关键词"GEO"是一个新兴的概念，即在AI环境下 ...