Core Insights - The article highlights six companies poised for significant growth in the tech sector, particularly in AI, data infrastructure, and cloud computing, with expectations of becoming global leaders by 2026 [1] Company Summaries 1. Palantir - Palantir is shifting from a government contract-focused business to a commercial AI software provider, achieving 121% growth in U.S. commercial revenue and 63% overall revenue growth year over year in Q3 2025 [2][3] - The growth is driven by its Artificial Intelligence Platform (AIP), with a shortened sales cycle due to intensive workshops, resulting in 204 deals worth at least $1 million, including 53 deals over $10 million last quarter [3] 2. Nvidia - Nvidia remains the leader in AI computing, valued at over $4.6 trillion, with a stock increase of over 1,350% in the past five years [6] - The company reported $57 billion in revenue for the latest quarter, marking a 22% increase from the previous quarter and a 62% increase year over year [6] 3. Advanced Micro Devices (AMD) - AMD is emerging as a strong competitor to Nvidia, with its MI300 series gaining traction among large customers [9] - Under CEO Lisa Su's leadership since 2014, AMD's market cap has surged from $2 billion to $350 billion [9] 4. MercadoLibre - MercadoLibre is positioned as the Amazon of Latin America, with a 39% year-over-year increase in net revenue in Q3 2025, marking 27 consecutive quarters of over 30% growth [10][11] - The company operates in e-commerce, financial services, fintech, and media, although it faces risks from geopolitical issues and regulatory challenges [11] 5. Taiwan Semiconductor (TSMC) - TSMC produces about 90% of the world's leading-edge chips, with increasing demand for its 3nm and 2nm nodes due to AI growth [12] - Goldman Sachs raised its price target for TSMC by 35%, predicting that AI computing demand will exceed supply into 2027 [12][13] 6. Micron - Micron's stock has risen over 17% since the start of the year, securing long-term supply contracts with AI chipmakers [14] - The company is expected to see DRAM prices increase by 55% to 60% quarter over quarter in 2026, benefiting from strong pricing power [14][16] Conclusion - The six companies are well-established players with solid growth prospects, expected to thrive in the AI revolution and provide sustainable returns [17]

Core Viewpoint - Windows 11 has been criticized for high resource usage, strict hardware requirements, and poor performance compared to older versions, particularly in a recent test where it ranked last across multiple benchmarks [1][33]. Group 1: Performance Testing Results - In boot speed tests, Windows 8.1 performed the best, while Windows 11 was the slowest, experiencing significant delays even after booting [6][8]. - Windows XP won the storage usage test with only 18.9GB used, while Windows 11 consumed 37.3GB, making it appear bloated [9]. - In memory management, Windows XP used only 0.8GB of memory while Windows 11 averaged 3.3GB, attributed to numerous background services [11]. - Windows 11 could only open 49 browser tabs in a test, ranking last, while Windows 8.1 opened 252 tabs [16]. - In battery life tests, Windows 11 was the first to shut down, while Windows XP had the longest battery life, with differences being minimal [17]. - Windows 11 ranked last in audio export and video rendering tests, with Windows 10 performing the best overall [19]. Group 2: Software and Benchmark Performance - In application launch speed tests, Windows 11 consistently ranked last across five different applications [21]. - Windows 11 managed to secure third place in web image loading tests but fell back to last in other web-related tests [24]. - In file transfer tests, Windows 11 achieved second place, just behind Windows 10 [26]. - In CPU-Z tests, Windows 11 showed slightly better single-core performance but lagged in multi-core performance compared to older systems [27]. - Windows 11 ranked third in CrystalDiskMark tests, while Windows XP took the top spot [29]. Group 3: Overall Assessment - The overall performance of Windows 11 was deemed "disastrous," with no wins in any of the tests conducted, leading to Windows 8.1 being declared the champion [33]. - The testing hardware was criticized for being outdated, which may not accurately reflect Windows 11's performance on modern systems [33]. - Despite the unfairness of the test conditions, the results have led to a reevaluation of Windows 8.1, with users expressing nostalgia for its performance [34].

Core Insights - The article discusses the challenges faced by input method applications, particularly focusing on Sogou Input Method, as it approaches its 20th anniversary in 2026. Despite advancements in AI capabilities, user experience has deteriorated, leading to complaints about inefficiency and inaccuracies in word prediction and voice recognition [2][3][5]. User Experience Issues - Users express frustration over the declining accuracy of input methods, with complaints about incorrect word suggestions and excessive advertisements disrupting their experience [3][5][6]. - A long-time user of Sogou Input Method reported issues with common character suggestions, indicating a failure to learn user habits despite repeated corrections [4][5]. AI Integration and Competition - Major input method companies, including Tencent's Sogou, Baidu, and iFlytek, are engaged in a competitive race to integrate advanced AI features into their products, aiming to enhance user experience and functionality [3][9][10]. - The input method market is characterized by a concentrated structure, with leading companies holding a combined market share of 84.4% as of July 2025, indicating a fierce competition for user engagement and AI capabilities [9]. Future Development Goals - Sogou Input Method aims to evolve into a "super entrance" for AI, allowing users to interact with AI agents through the input method, which is seen as a key direction for future development [10][11]. - Baidu Input Method also seeks to position itself as a reliable smart entry point for user expression, leveraging AI to enhance communication and collaboration [11][12]. Commercialization Challenges - Input methods face a "high traffic, low value" monetization dilemma, struggling to effectively convert user engagement into revenue [16][17]. - Privacy concerns have led to increased scrutiny and regulatory challenges, prompting companies to adapt their data collection practices to ensure user safety and compliance [18][19]. Technological Limitations - Despite advancements in AI algorithms, challenges remain in accurately understanding user intent, particularly in word prediction, due to the variability in user language habits and the quality of training data [13][19]. - The complexity of multi-modal interactions, where users input data through various means, requires sophisticated algorithms and technology to ensure seamless processing [19].

转自： 新智元 罪魁祸首，便是AI。 即便如此，Stack Overflow没有死，还在好好地活着。 年收入超一亿翻番，AI立大功 最近，CEO Prashanth Chandrasekar在一期播客采访中坦诚： Stack Overflow平台上，超80%的人都在用AI，但仅有29%的用户信任其输出的结果。 【导读】 「Stack Overflow之死」炒的太凶了！CEO亲自打脸回应，年收入破亿美元，公司成 功转型。AI拿走了「简单题」，却把「难题」变成了更稀缺的硬通货。 几天前，「Stack Overflow已死」的话题，一夜之间冲爆热搜 。 全网都在感慨，那个曾经红极一时，全球最大的编程社区问答网站，为何几乎无人问津？ 一张统计图显示，平台年度提问量从20多万骤降。 就拿上个月来说吧，Stack Overflow仅收录了6,866个问题。 这意味着什么？ 问答网站，并不会消亡。Chandrasekar确信地表示，「Stack Overflow会持续吸引新用户」。 AI的确擅长处理简单问题，一旦问题变得复杂、棘手，人们还是更愿意和真实的人交流。 而这正是Stack Overflow，依然可以把人们聚在一起 ...

Group 1: Xero Ltd (XRO) - Xero has experienced a significant share price decline of 35.8% since the beginning of 2025 [1] - Founded in 2006, Xero has grown into a global leader in cloud-based accounting software, employing over 3,000 people and serving millions of subscribers worldwide [2] - The company's core product is designed for accountants and bookkeepers, providing real-time financial data accessible on any device, primarily used in New Zealand, Australia, the UK, and the US [3] - Xero has achieved a revenue growth rate of 26.4% per year since 2021, reaching $1,714 million in FY24, with net profit increasing from -$9 million to $175 million [7] - The return on equity (ROE) for Xero was reported at 14.3% [7] Group 2: Goodman Group (GMG) - Goodman Group, founded in 1989, is a leading global property group that owns, develops, and manages real estate assets across multiple continents [4] - The company focuses on large-scale logistics facilities, warehouses, and business parks, aiming to build long-term relationships with customers while delivering sustainable assets [5] - In FY24, Goodman Group reported a debt/equity ratio of 21.2%, indicating more equity than debt [8] - Since 2020, GMG has maintained an average dividend yield of 1.3% per year [9] - The ROE for Goodman Group in FY24 was reported at 0.1%, which is below the expected threshold of 10% for a mature business [9]

Core Viewpoint - The establishment of software engineering technology centers led by enterprises is a significant measure to enhance the innovation capability of the software industry in Shandong Province [1] Group 1: Recognition of Technology Centers - A total of 49 companies, including Shandong Gaosu Xunlian Technology Co., Ltd., have been recognized as software engineering technology centers for 2025 in Shandong Province [1] - 104 companies, including Inspur General Software Co., Ltd., have retained their status as technology centers from the 2022 recognition batch [1] Group 2: Policy Support and Investment - Local governments will increase policy support and resource investment for software engineering technology centers [1] - The aim is to encourage these centers to enhance R&D investment and accelerate the improvement of high-end software technology innovation and supply capabilities [1] - This initiative is expected to lead and promote high-quality development of the software industry across the province [1]

一款名为"死了么"的APP引发关注。 近日，苹果应用商店一款名为"死了么"的付费APP引发关注。据悉，该款APP收费8元，截至发稿，位列苹果APP付费榜首位。 据介绍，这是一款为独居人群打造的轻量化安全工具，通过提前设置一位紧急联系人，若连续多日未在应用内签到，系统将于次日自动发送邮件告知对 方，及时传递安全异常信号，为潜在风险争取干预时间。 据广州日报报道，该款APP的创始开发团队只有三人，都是"95后"，通过远程方式进行协作。 对于为什么要开发这样一款APP？其中一位开发者表示，"近几年大家都会讨论'什么APP是每个人都需要的，并且一定会下载的'，就有网友提到'死了 么'APP，这个创意出来之后有很大的讨论度，于是我们看到了其中的需求，并且这件事本身也很有意义，于是我们就尝试去注册这个名字，发现可以注 册，后续又用了一个月时间完成了开发。" 该开发者表示，尽管现在APP的下载量不太方便透露，但"确实增长速度非常快"，其间也有部分人出现过没有连续签到的情况，不过目前还没有收到过粉 丝反馈，是否有真的帮助到用户。 记者看到，目前，该款APP在苹果应用商店上的评分为3.8分，多数评论集中在该款APP的通知为邮件 ...

"用户数翻了50倍，还在上涨"，"死了么"App创始人之一小郭对凤凰网《风暴眼》表示。 这是一款为独居人群打造的APP，定价8元。今天在苹果付费软件排行榜冲上首位，在网络上刷屏。软 件不需注册登录，只需要填写本人姓名和紧急联系人邮箱，如果用户连续2天没有在应用里签到，系统 将于次日自动发送邮件告诉对方。 背后公司名为月境（郑州）技术服务有限公司，2025年3月份才成立，注册资本10万元。小郭介绍，团 队有3人，一位是朋友，一位是网友，都是95后。这款APP耗时1个月完成，开发成本约1500元。 01 "预想过产品会在某天受到关注" 小郭介绍，"死了么"在2025年中旬上线，不过期间团队未花过多精力打理，在一个月前才做了一次更 新。上线后很长一段时间里用户量很少，团队也不擅长营销，直到最近突然爆火，用户数达到之前的50 倍，目前热度还在上涨。不过由于用户规模数能直接推导出团队收益，小郭表示，目前不便透露具体用 户规模。 "死了么"APP界面 1月9日上午，小郭开始陆续收到朋友转发的博主文章，他意识到产品火了，这两天电话不断。他坦言， 团队预想过产品可能会在某一天受到大范围关注。 之所以对产品有这样的信心，他表示 ...

Core Viewpoint - Domestic financial markets in 2025 experienced uneven performance, with volatility driven by foreign trade policy uncertainty and inflation concerns, leading investors to seek safer investment options [1] Group 1: Market Conditions - Some market sectors and asset classes saw reasonable gains, but volatility remained a constant factor due to uncertainty over foreign trade policies and inflation concerns [1] - Ongoing worries about a potential AI bubble are affecting investor sentiment, particularly among seasoned investors [1] Group 2: International Market Interest - Investors are increasingly looking at international markets, specifically international equities and low-cost ETFs, as a means to diversify away from the crowded and unpredictable U.S. market [2] - International markets, while influenced by U.S. stock performance, do not have a direct 1:1 relationship, providing built-in protection against risks associated with a concentrated U.S. market [2] Group 3: Concentration Risks in U.S. Markets - A few tech giants dominate the domestic markets, with the top 10 U.S. stocks accounting for over one-third of total market value, creating a top-heavy market that poses significant risks [3] - If leading stocks experience downturns, such as from an AI bubble burst, many investors could face substantial losses [3] Group 4: Global Market Valuation - International stocks represent about 75% of global GDP but only account for approximately half of the global stock market capitalization, indicating that the U.S. market is significantly overvalued [4] - The "home bias" among U.S.-based investors may become problematic, making the shift to international markets a prudent strategy to mitigate risk [4] Group 5: Recommended Investments - Analysts at Morningstar have identified seven international equity funds and ETFs that are rated as "buy," all being gold-rated Morningstar Medalists with low-cost primary share classes and at least $100 million in assets [5]

（文章来源：人民日报） 工业和信息化部数据显示：2025年前11个月，我国软件业务收入139777亿元，同比增长13.3%；软件业 利润总额16954亿元，同比增长6.6%；软件业务出口568.9亿美元，同比增长8.1%，增速连续9个月保持 正增长。 ...