Core Viewpoint - The company is expanding its business into the aviation internet sector, focusing on providing internet and cloud application solutions for passengers in aircraft cabins [1] Group 1: Business Development - The recent aviation internet business is part of the commercial scenario for aircraft cabins [1] - The company leverages its own computing power and full-stack cloud terminal technology to support this initiative [1] - Collaboration with Xinghang Huilian (Beijing) Technology Co., Ltd. marks the starting point for this venture [1] Group 2: Technological Implementation - The company utilizes technologies such as airborne base stations to establish network connections between the cabin and the ground [1] - This technology foundation enables the development of entertainment, office, and cloud application solutions tailored for the aircraft cabin environment [1] Group 3: Commercialization - The goal is to achieve commercialization and monetization of mobile internet and cloud applications within the aircraft cabin scenario [1]

一直以来 不少网友总在吐槽： "微信太占手机的存储空间了" 动辄30、40个G 你有这种感受吗？ 今天（12月29日） 微信官方发布文章回应了 关于"微信占存储空间"的几个说法 01 在微信里转发同一份文件会重复存储吗? 不会。在聊天场景下，同一份文件转给多个好友，并不会重复存储。微信使用了一个叫"硬链接"的技术，它一般由手机系统提供，可以把同样的文件背后 指向的存储只保留一份，而不会占用多份。 02 聊天记录删除后仍然会占空间? 不会的。用户通过某些入口清理大量聊天记录时，出于不打断聊天体验的考虑，微信会采用"异步删除"的机制，即先标记待删除数据，在手机空余时间在 后台异步帮用户删除。 例如，在微信首页的聊天列表长按或左滑删除聊天记录，这个时候为了保证用户的聊天体验，会采用异步删除机制。 03 文件过期，仍在占空间？过期文件，可以找回？ 不会。文件过期，意味着它并未下载到微信本地，或者已被主动清理，并不占用存储空间。一些所谓的找回过期文件的"攻略"，同样也没有用。 04 微信为什么总是弹窗提醒我空间不足? 为了保护用户的聊天记录等数据。当手机空间不足时，持续接收新数据，可能会引发磁盘空间的数据损坏，导致微信 ...

Core Viewpoint - Alphabet is outperforming Nvidia in 2025, with a projected gain of over 65% compared to Nvidia's 40% increase, driven by strong earnings and AI positioning [4][2]. Company Overview - Alphabet, the parent company of Google, dominates the search engine market with over 90% market share, generating significant revenue from advertising [5]. - The company has diversified its revenue streams with Google Cloud, which has seen a 34% revenue increase due to demand for AI infrastructure and services [6]. Financial Performance - Alphabet achieved its first-ever $100 billion quarter, showcasing the strength of its advertising business and growth in Google Cloud [8]. - The company has a market capitalization of $3.8 trillion and a gross margin of 59.18% [8]. Legal and Regulatory Environment - A recent favorable ruling in a U.S. antitrust case has alleviated major risks for Alphabet, as the judge ruled against the breakup of Google, positively impacting investor sentiment [9]. Valuation and Investment Potential - Alphabet is trading at 29 times forward earnings estimates, making it a more attractive option compared to Nvidia, which may draw in investors looking for reasonably priced AI stocks [10]. - The advertising segment is expected to continue delivering revenue increases, providing a level of security for investors amid fluctuating AI spending [12].

Core Insights - The artificial intelligence (AI) market is projected to grow from over $270 billion today to more than $5.2 trillion in the next decade, indicating significant investment opportunities in the sector [1]. Company Summaries - **Nvidia**: Dominates the accelerator chip market with a 92% market share in data centers, providing essential compute power for AI. The company has a $500 billion order backlog, showcasing its strong momentum [5][7]. - **Alphabet**: Leverages its extensive ecosystem, including Google apps and YouTube, to enhance its AI capabilities. The company has developed its own AI chip, the Tensor Processing Unit (TPU), and is positioned as a competitor to Nvidia in the AI chip market [8][9]. - **Microsoft**: Operates Azure, the second-largest cloud services platform, and holds a 27% stake in OpenAI, the creator of ChatGPT. The company benefits from a stable software business and has a history of increasing dividends for 23 consecutive years [10][12]. - **Amazon**: Operates Amazon Web Services (AWS), the leading cloud services provider, and has an $8 billion stake in Anthropic, a competitor to OpenAI. The company's diverse business model supports long-term growth, with AI serving as an additional growth driver [13][14]. - **Palantir Technologies**: Focuses on custom software applications and has seen growth since launching its AI platform, AIP. The company has a significant opportunity for customer acquisition, which could drive future growth [15][17].

Core Viewpoint - iREIT+HOYA Capital focuses on income-producing asset classes, aiming to provide sustainable portfolio income, diversification, and inflation hedging [1][2]. Group 1: Investment Strategy - The service offers investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]. - iREIT+HOYA Capital targets income-focused portfolios with dividend yields up to 10% [2]. Group 2: Investor Profile - The investment approach is designed for investors seeking dependable monthly income and those who prefer defensive stocks with a medium- to long-term horizon [2].

Core Insights - Meta Platforms (META) is leveraging AI to enhance content recommendations and ad ranking, which is expected to increase user engagement across its platforms [1][10] - The company's AI-powered ad tools have surpassed a $60 billion annual run rate, with a 10% year-over-year increase in average ad prices in Q3 2025, driven by improved advertiser demand [2][10] - META anticipates fourth-quarter 2025 revenues between $56 billion and $59 billion, reflecting a 20.7% growth compared to the previous year [4] AI and Advertising - META's next-generation AI tools, Vibes, are gaining traction, with over one billion users currently utilizing Meta AI to enhance their experience [1] - The integration of AI in advertising is expected to unify various models into simpler frameworks, improving performance and efficiency, which is beneficial for top-line growth [2] - The company is investing heavily in AI research and infrastructure, with capital spending projected between $70 billion and $72 billion for 2025, and even higher for 2026 [3][10] Competitive Landscape - META, along with Alphabet and Amazon, is projected to capture over 50% of global ad spending this year, increasing to 56.2% by 2026 [3] - Competitors like Alphabet are also enhancing their advertising capabilities through AI, which is driving revenue growth in their search business [6] - Amazon's advertising revenue grew by 24% year-over-year to $17.7 billion in Q3 2025, aided by successful AI optimizations and partnerships to expand ad reach [7] Financial Performance - META's stock has increased by 11.3% over the past 12 months, underperforming the broader Zacks Computer and Technology sector, which returned 24.6% [8] - The Zacks Consensus Estimate for META's earnings in Q4 2025 is $8.16 per share, indicating a 1.75% year-over-year growth [14] - META's stock is trading at a premium with a forward 12-month price/sales ratio of 7.22X compared to the sector's 6.62X [11]

Core Viewpoint - The market is near all-time highs, and despite concerns about an AI bubble and potential market crash, there are stocks that remain strong holds, particularly Alphabet and Amazon, which are expected to thrive in the long term due to their advancements in AI and robotics. Group 1: Alphabet - Alphabet is positioned to be a significant long-term winner in AI, driven by innovation that enhances its products [3] - The emergence of OpenAI has catalyzed Alphabet's innovation, revealing its previously underappreciated technological advancements [4] - Alphabet's Tensor Processing Units (TPUs) provide a substantial structural cost advantage, benefiting both its cloud computing unit and AI model training [5] - The integration of the Gemini model across Alphabet's product portfolio is enhancing revenue growth and improving user engagement through AI applications in Google Search, Maps, and Gmail [6] - Alphabet is currently benefiting from a virtuous cycle due to its vertical integration, making it a stock to hold during market downturns [7] Group 2: Amazon - Amazon is recognized for its significant advancements in robotics, which are utilized in its fulfillment centers to enhance efficiency rather than for direct revenue generation [9] - The company is considered one of the leading firms in robotics, although it does not receive adequate recognition for this leadership [9]

Core Viewpoint - Alphabet's recent stock performance, despite a slight decline from its November high, presents an investment opportunity rather than a warning sign [1][2]. Group 1: Stock Performance - Alphabet shares have increased by 2,084% since their initial purchase, highlighting the company's strong growth trajectory [2]. - The stock is currently priced at $313.96, with a market capitalization of $3.8 trillion [3]. - Over the past year, Alphabet's stock has risen by 66%, outperforming other members of the "Magnificent Seven" [3]. Group 2: Business Strengths - Alphabet is a dominant player in online search and advertising, artificial intelligence platforms, quantum computing research, and driverless taxi services, indicating its diverse growth avenues [4]. - The company's ability to continue growing from a substantial market cap is evidenced by its consistent performance and innovation [4]. Group 3: Investment Outlook - The article suggests that it is not too late to invest in Alphabet, with potential future gains expected to outweigh the benefits of selling now [6]. - The long-term outlook for Alphabet remains positive, with expectations of significant appreciation in stock value by 2030 or 2040 [6].

Core Viewpoint - The article suggests that while Nvidia Corp. is a leading player in AI, Alphabet Inc. has a broader exposure to various high-growth sectors, positioning it favorably for future growth [1] Company Performance - Alphabet shares have increased by approximately 60% this year, while Nvidia's shares have risen by about 25-30% [1] - Nvidia's market capitalization is around US$4.3 trillion, whereas Alphabet's market cap stands at about US$3.7 trillion [1] Market Positioning - Alphabet is noted to have momentum in the market, with the potential to close the gap with Nvidia [1] - Apple, with a market capitalization of about US$4.0 trillion and a 10% increase this year, could impact the competitive landscape if it performs well [1] Future Outlook - The article predicts that Alphabet will end 2026 in the leading position among these tech giants [1]

Core Viewpoint - Google has introduced a new feature allowing Gmail users to change their email addresses while retaining all data and services, addressing a long-standing user request [1][4]. Group 1: Feature Details - Users can replace their existing @gmail.com address with a new one, and the original address will remain as an alias, ensuring emails sent to the old address still arrive in the inbox [4]. - The feature is gradually rolling out, with initial indications suggesting it may first be available in India or Hindi-speaking markets [2]. - Existing data, including photos, messages, and emails, will remain unchanged after the address update [5]. Group 2: Limitations and Conditions - Users who change their Gmail address will not be able to create another new Gmail address for the next 12 months and cannot delete the newly chosen address [5]. - The English-language support page still states that @gmail.com addresses "usually cannot be changed," indicating a potential discrepancy in communication [3]. - The change was first noted in user forums and tech communities, with no formal announcement from Google [6].