谷歌涨幅扩大至1%，再创历史新高，总市值重新突破4万亿美元。消息上，苹果选择谷歌的Gemini来驱 动今年推出的人工智能Siri。 ...

Core Insights - Alphabet achieved a market valuation of $4 trillion, reflecting a strong recovery in investor confidence due to its enhanced focus on artificial intelligence [1] Group 1: Company Performance - The increase in market valuation indicates a positive response from investors regarding Alphabet's strategic direction [1] - The emphasis on artificial intelligence has positioned Alphabet at the forefront of the technology sector, addressing previous concerns about its competitive strategy [1] Group 2: Industry Impact - Alphabet's valuation milestone underscores the growing importance of artificial intelligence in driving market value within the tech industry [1] - The company's advancements in AI are likely to influence broader market trends and competitive dynamics in the technology sector [1]

Core Viewpoint - Youzu Interactive and Century Internet have established a strategic partnership to leverage their strengths in artificial intelligence applications and computing infrastructure, focusing on a green computing project in Inner Mongolia as part of the national "East Data West Computing" strategy [1] Group 1 - Youzu Interactive and Century Internet will collaborate closely on a green computing project [1] - The partnership aims to utilize each company's core advantages in their respective fields [1] - The collaboration is aligned with the national strategy to enhance computing capabilities in specific regions [1]

Core Viewpoint - Alphabet's stock, GOOGL, has reached a new all-time high of $330, with analysts increasingly optimistic about its future performance, particularly in AI and cloud services [1][2]. Analyst Upgrades - Wells Fargo analyst Ken Gawrelski raised the price target for Google stock from $268 to $350, indicating a potential 6% upside from the current price [1][2]. - Gawrelski's upgrade is part of an effort to correct previous underestimations of Google's performance in 2025, with raised estimates for both search and Google Cloud Platform (GCP) [2]. - Google stock has received at least seven upgrades in 2026, with Cantor Fitzgerald setting a price target of $370 and an 'Overweight' rating [4]. Price Predictions - Canaccord Genuity's Maria Ripps increased the 12-month price target for Google from $330 to $390, citing long-term optimism due to the rapid scaling of the Gemini chatbot [5]. - Mizuho Securities' Lloyd Walmsley set a more conservative price target of $365 with a 'Buy' rating, consistent with a previous forecast by Jefferies' Brent Thill [6].

Core Insights - Bristlemoon Global Fund reported a return of -6.2% for the December quarter of 2025, with a cumulative return of 11.9% since inception [1] - The fund's performance was influenced by market trends favoring perceived AI winners while undervalued stocks labeled as AI losers declined further [1] Company Highlights - Alphabet Inc. (NASDAQ: GOOGL) achieved a one-month return of 6.60% and a 52-week gain of 72.02%, closing at $328.57 per share with a market capitalization of $3.98 trillion on January 9, 2026 [2] - The fund emphasized its investment in Alphabet Inc. due to the overly pessimistic sentiment around AI, which contributed positively to the fund's returns [3] - Alphabet Inc. ranked fourth among the 30 Most Popular Stocks Among Hedge Funds, with 243 hedge fund portfolios holding its shares at the end of Q3 2025, an increase from 219 in the previous quarter [4] - In Q3 2025, Alphabet Inc. achieved its first-ever $100 billion in revenue, indicating strong financial performance [4]

Core Viewpoint - VeriSign, Inc. (VRSN) is a key player in domain name registry services and internet infrastructure, with a market cap of $23.1 billion, and is set to announce its fiscal fourth-quarter earnings for 2025 on February 5 [1] Financial Performance - Analysts expect VRSN to report a profit of $2.29 per share on a diluted basis for the upcoming quarter, reflecting a 14.5% increase from $2 per share in the same quarter last year [2] - For the full fiscal year, VRSN is projected to report an EPS of $8.87, which is a 10.9% increase from $8 in fiscal 2024, and an EPS of $9.50 is anticipated for fiscal 2026, indicating a year-over-year growth of 7.1% [3] Stock Performance - Over the past 52 weeks, VRSN stock has increased by 17.6%, slightly underperforming the S&P 500 Index's gains of 17.7% and the Technology Select Sector SPDR Fund's gains of 25% [4] - Following the Q3 results announcement, VRSN shares closed down more than 1%, despite reporting revenue of $419.1 million, which exceeded analyst estimates of $416.8 million, and an EPS of $2.27, beating estimates by 1.3% [5] Analyst Ratings - The consensus opinion on VRSN stock is moderately bullish, with a "Moderate Buy" rating. Among four analysts, two recommend a "Strong Buy," one suggests a "Hold," and one advises a "Strong Sell." The average analyst price target for VRSN is $311, indicating a potential upside of 24.9% from current levels [6]

Mountain View, California-based Alphabet Inc. (GOOGL) hardly needs an introduction, as Google sits at the center of daily digital life. Valued at roughly $4 trillion, the company anchors global search and online advertising while expanding aggressively into cloud computing, artificial intelligence (AI), hardware, and emerging healthcare offerings across key international markets. All eyes now turn to earnings, as Alphabet prepares to report fiscal 2025 Q4 results on Wednesday, Feb. 4, after market close. ...

Market Overview - The market experienced a significant rally on Monday, with all three major indices rising over 1%. The Shanghai Composite Index closed at 4165.29 points, up 1.09%, with a trading volume of 1.4462 trillion yuan. The Shenzhen Component Index closed at 14366.91 points, up 1.75%, with a trading volume of 2.1552 trillion yuan. The ChiNext Index closed at 3388.34 points, up 1.82%, with a trading volume of 1.0962 trillion yuan [1]. Sector Performance - The industry sectors showed a broad-based increase, with notable gains in software development, internet services, cultural media, aerospace, gaming, communication equipment, computer devices, education, and shipbuilding. Conversely, the insurance sector weakened against the trend [1]. - AI application concepts saw a significant surge, with stocks like Ingrity Media achieving five consecutive trading limits. Other companies such as Liou Co., Meian Health, and Tianxia Show also experienced consecutive gains. The commercial aerospace sector remained strong, with Jin Feng Technology achieving five consecutive trading limits [2]. Institutional Insights - Galaxy Securities highlighted two main investment themes: the acceleration of global changes and the shift in domestic economic logic towards new productive forces. They emphasized opportunities in technology innovation and growth sectors, particularly in AI, new energy, and quantum technology. They also noted a recovery path for manufacturing and resource sectors due to improved supply-demand structures [3]. - CITIC Securities projected an increase in economic activity in Q1 2026, driven by proactive fiscal policies and low base effects. They suggested that risk assets, especially equities with lower volatility, present better value [3]. - CITIC Jiantou expressed optimism about the continuation of the cross-year market trend, while cautioning about potential short-term technical corrections. They recommended focusing on technology and resource sectors as core investment themes for A-shares [4]. Policy Developments - Zhejiang Province is soliciting public opinions on its "14th Five-Year" new industrialization plan, which includes advancing nuclear power technologies and developing key materials in the photovoltaic and wind energy sectors. The plan aims to enhance the manufacturing of advanced nuclear power technologies and equipment, as well as innovations in hydrogen energy [5].

Group 1 - The company, RuYuchen (003010.SZ), has collaborated with AoFei Data to implement a localized large model cluster, ensuring information security and data isolation through dedicated high-performance computing clusters [1] - The DeepSeek model has been professionally adapted and optimized for e-commerce operational scenarios, enhancing its capabilities [1] - This capability has been deeply integrated with the company's self-developed intelligent system, enabling intelligent interactive analysis of data assets in the BI data center and empowering demand forecasting and inventory optimization in the SCM platform [1]

【环球网科技综合报道】1月12日消息，《卫报》调查发现谷歌一些人工智能生成的健康摘要信息存在虚假和误导性，使人们面临伤害风险，随后谷歌删除 了部分此类摘要。 据此前报道，《卫报》发现，用户输入"肝功能血液检查的正常范围是多少"会得到大量数字，几乎没有任何背景信息，也没有考虑患者的国籍、性别、种族 或年龄。 专家表示，谷歌人工智能概览中定义的"正常"可能与实际的正常标准存在巨大差异。这些概览可能导致重症患者误以为自己检测结果正常，从而忽略后续的 医疗检查。 调查结束后，该公司已删除了针对"肝血检查正常范围是多少"和"肝功能检查正常范围是多少"这两个搜索词的 AI 概览。 谷歌发言人表示："我们不对搜索中的个别内容移除事件发表评论。如果人工智能概览缺少某些上下文信息，我们会努力进行全面改进，并在适当情况下根 据我们的政策采取行动。"（思瀚） ...