谷歌母公司 Alphabet（股票代码：GOOG、GOOGL）已正式超越苹果（股票代码：AAPL），成为全球 市值第二高的企业。 在周三的美股收盘时，Alphabet 的市值达到 3.89 万亿美元，超过了苹果的 3.85 万亿美元。这是这家谷 歌母公司自 2019 年以来，首次在市值上超越这家 iPhone 制造商。 周四，Alphabet 进一步拉开了与苹果的差距，其市值攀升至 3.9 万亿美元，而苹果股价在盘中交易下跌 近 2%，市值降至 3.8 万亿美元。 Alphabet 旗下的谷歌，已从昔日渐显颓势的互联网巨头，重塑为人工智能领域的领军创新者。尽管该公 司最初被认为受到了更敏捷的人工智能竞争对手（尤其是 OpenAI）的冲击，但谷歌凭借自身的规模优 势，重新确立了在人工智能领域的领先地位 —— 无论是尖端软件还是定制硬件领域均有突破。其自主 研发的张量处理单元（TPU）人工智能芯片，已成为英伟达的一大强劲竞争威胁，吸引了 Meta 和人工 智能公司 Anthropic 的青睐。此外，谷歌最新推出的 Gemini 3 人工智能模型，在多项行业基准测试中的 表现均远超竞争对手。 在 2025 年的美股 ...

Core Viewpoint - Chinese concept stocks experienced a midday rally, with Bilibili (BILI.US) rising over 7% due to Morgan Stanley's assessment of its advertising business as stable, while the outlook for its gaming segment remains uncertain [1] Group 1: Bilibili (BILI.US) - Bilibili's advertising business is performing steadily, but the future of its gaming business is unclear [1] - Morgan Stanley has assigned a "market perform" rating to Bilibili's U.S. stock with a target price of $26 [1] - Bilibili plans to invest in AI infrastructure by 2026 to enhance algorithm accuracy and aims to strengthen brand influence through continued collaboration with CCTV [1] Group 2: Other Chinese Stocks - Alibaba (BABA.US) saw an increase of over 5.5% [1] - GDS Holdings (GDS.US) rose more than 7.6% [1] - Tencent Music (TME.US) increased by over 3% [1]

Group 1 - The core viewpoint of the article highlights the positive performance of Chinese concept stocks, particularly Bilibili, which saw a rise of over 7% in intraday trading [1] - Morgan Stanley has rated Bilibili's stock as "in line with the market," setting a target price of $26, citing strong performance in its advertising business but uncertain prospects for its gaming segment [1] - Bilibili plans to invest in AI infrastructure by 2026 to enhance algorithm accuracy and aims to strengthen its brand influence through continued collaboration with CCTV [1] Group 2 - Alibaba's stock increased by over 5.5% [1] - GDS Holdings saw a rise of over 7.6% [1] - Tencent Music's stock rose by over 3% [1]

Core Insights - The launch of Gaode's "Street Ranking" has rapidly transformed the local life service market in China, achieving over 660 million users in just 100 days since its launch on September 10 [1][2] - The ranking system is based on real in-store behaviors, providing a trustworthy consumer guide amidst a saturated marketing environment [1][2] - Gaode's CEO highlighted the importance of rebuilding trust and creating a comprehensive offline service credit system through the Street Ranking [2] User Growth and Engagement - The Street Ranking has seen a significant increase in user engagement, with Gaode's app reaching 996 million monthly active users by October 2025, up from 950 million in September 2025, indicating a growth of nearly 46 million users in one month [3] - The Daily Active Users (DAU) for the Street Ranking reached 70 million by October 2025, reflecting a shift in user behavior towards more authentic consumption [6] Market Impact and Business Model - Over 860,000 merchants have joined the Street Ranking within 100 days, with their order volume increasing by over 330% and revenue by over 270% [4] - The ranking system has shifted the industry value assessment from focusing on information volume to prioritizing behavioral authenticity and decision conversion rates [6][8] - Gaode's approach has allowed businesses that focus on product quality and service to thrive, contrasting with those that rely heavily on marketing tactics [4][8] Technological Innovation - Gaode has introduced the "Flying Street View" feature, utilizing its self-developed world model to enhance user interaction with real-world services [3] - The ranking system provides real-time updates on store popularity, allowing users to make informed decisions based on current trends rather than static ratings [7] Industry Transformation - The rapid user growth of 660 million in 100 days signals a significant market shift, positioning Gaode as a leading entry point for local life services [8] - The Street Ranking encourages a healthier and more efficient local service ecosystem, emphasizing the importance of genuine consumer behavior over traditional marketing strategies [8]

Market Overview - The U.S. stock market opened lower on January 8, with the Dow Jones up 0.34%, S&P 500 up 0.01%, and Nasdaq down 0.51% [2] - Major tech stocks mostly declined, with Nvidia and Intel dropping over 2%, and Apple and Facebook down over 1% [4] - Defense stocks surged, with Northrop Grumman rising over 9% and Lockheed Martin up over 7%, following President Trump's proposal to increase U.S. military spending from $1 trillion to $1.5 trillion for fiscal year 2027 [4] Chinese Stocks - The Nasdaq Golden Dragon China Index saw a short-term rise of over 1.14%, with notable gains from Huya (up over 22%), Bilibili (up over 7%), and Alibaba (up over 4%) [5] - However, Canadian Solar fell over 8%, and Dingdong Maicai dropped over 4% [5] Commodity Prices - Silver prices fell significantly, with spot silver down over 5% and COMEX silver down over 4% [5] - The gold-silver ratio has dropped below 60, currently around 59, with the ratio hitting a ten-year low of 57.22 on January 6 [5] Oil Prices - International oil prices increased, with Brent crude rising nearly 2% to $61 per barrel and WTI crude up 1.95% to $57 per barrel [7] Cryptocurrency Market - Major cryptocurrencies experienced a collective decline, with Bitcoin dropping over 2% to below $90,000 [7][8] - Other cryptocurrencies also saw significant losses, including Ethereum down 3.81% and XRP down 6.66% [8] Employment Data - The number of initial jobless claims in the U.S. was recorded at 208,000, slightly below the forecast of 212,000, with the previous value revised to 200,000 [9] - Federal Reserve Governor Milan indicated a potential interest rate cut of about 150 basis points by 2026, which could create approximately one million jobs without triggering inflation [9] Federal Reserve Outlook - Market expectations suggest the Federal Reserve may enter a rate-cutting cycle, with predictions varying from one to two rate cuts this year [10] - The overall sentiment among Fed officials is cautious, with a focus on balancing employment and inflation data [9][10]

Market Overview - The U.S. stock market opened lower on January 8, with the Dow Jones up 0.34%, S&P 500 up 0.01%, and Nasdaq down 0.51% [1] - Major tech stocks mostly declined, with Nvidia and Intel dropping over 2%, and Apple and Facebook down over 1% [3] - Military stocks surged, with Northrop Grumman rising over 9% and Lockheed Martin up over 7%, following President Trump's proposal to increase U.S. military spending from $1 trillion to $1.5 trillion for FY2027 [3] Commodity Market - Silver prices fell significantly, with spot silver down over 5% and COMEX silver down over 4%. The gold-silver ratio has dropped below 60, currently around 59, marking a ten-year low [3] - International oil prices saw an increase, with Brent crude rising nearly 2% to $61 per barrel and WTI crude up 1.95% to $57 per barrel [3] Employment and Economic Indicators - The number of initial jobless claims in the U.S. was recorded at 208,000, slightly below the forecast of 212,000, with the previous value revised from 199,000 to 200,000 [4] - Analysts expect the Federal Reserve to potentially lower interest rates by about 150 basis points by 2026, with a focus on balancing employment and inflation [4] Federal Reserve Outlook - Various institutions have differing views on the Fed's interest rate decisions for the year, with JPMorgan and UBS predicting only one rate cut, while Goldman Sachs and Wells Fargo expect two cuts. Some banks believe there will be no cuts at all [5]

其强势主要反映出市场日益形成的共识，即Alphabet在人工智能多个关键领域具备良好条件。 责任编辑：李桐 Alphabet市值已超越苹果，成为全球第二大公司，这反映出这家谷歌母公司已成为人工智能领域最重要 的赢家之一。 Alphabet市值已超越苹果，成为全球第二大公司，这反映出这家谷歌母公司已成为人工智能领域最重要 的赢家之一。 Alphabet股价周三上涨2.4%，收盘市值达到3.89万亿美元，超过苹果。苹果周三收盘市值为3.85万亿美 元，股价经历六连跌，累计跌幅近5%，市值蒸发近2000亿美元。周四，二者之间的差距进一步拉大， 苹果开盘下跌1.2%，而Alphabet上涨1.1%。 这是自2019年以来Alphabet的市值首次超过苹果。英伟达仍是全球市值最大的股票，约4.6万亿美元。 Alphabet股价近期持续大涨，2025年累计涨幅超过65%，成为美股七巨头中表现最佳的股票。 Alphabet股价周三上涨2.4%，收盘市值达到3.89万亿美元，超过苹果。苹果周三收盘市值为3.85万亿美 元，股价经历六连跌，累计跌幅近5%，市值蒸发近2000亿美元。周四，二者之间的差距进一步拉大， 苹果开盘下跌 ...

经济观察网 国家广播电视总局自2026年1月1日起在全国范围内开展为期一个月的"AI魔改"视频专项治 理行动。部分网络视听平台公布了各自平台的第一周处理结果：微信对相关短视频内容和账号进行处 置，专项启动以来，共处置违规短视频内容1078条。抖音平台累计处置涉"AI魔改"违规视频1075条。快 手针对"AI魔改"类违规视频开展专项治理，截至目前，平台已处置违规内容1057条。哔哩哔哩平台拦截 处置涉"AI魔改"问题的违规稿件700余条。小红书平台累计清理处置"AI魔改"视频违规内容487条，处置 违规账号21个。百度平台围绕AI"魔改"经典IP及涉政涉军等重点风险场景，累计巡查清理违规视频284 条，关闭账号2个。微博平台共拦截并清理违规视频190余条，并对7个违规账号视程度予以阶段性禁言 直至永久禁言处置。 ...

腾讯控股回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.08 | 103.40 | 618.500 | 610.500 | 63561.63 | | 2026.01.07 | 102.30 | 628.000 | 615.500 | 63591.01 | | 2026.01.06 | 100.30 | 638.000 | 626.500 | 63561.01 | | 2026.01.05 | 101.80 | 627.500 | 617.000 | 63555.47 | | 2026.01.02 | 102.90 | 624.000 | 600.500 | 63581.26 | （文章来源：证券时报网） 自2025年11月18日以来公司已连续35日进行回购，合计回购3637.90万股，累计回购金额222.50亿港元。 其间该股累计下跌3.22%。 今年以来该股累计进行5次回购，合计回购510.70万股，累计回购金额31.79亿港元。（数据宝） 证券时报·数据 ...

凤凰网财经讯 1月8日，美股三大指数集体低开，道指跌0.35%，标普500指数跌0.10%，纳指跌0.20%。 热门中概股盘初涨跌互现，纳斯达克中国金龙指数跌0.4%，哔哩哔哩涨超3%，小鹏汽车涨超1%，百 度、京东、拼多多跌超1%。 黄金、白银股普跌，赫克拉矿业跌超5%，泛美白银跌超3%。军工股表现强势，洛克希德马丁涨超6%， 雷神技术公司涨超2%。 公司消息 【商务部回应审查Meta收购Manus：企业从事对外投资等活动须符合中国法律法规】 【告别终身服药？乙肝患者有望迎来"功能性治愈"时代】 英国制药公司葛兰素史克（GSK）宣布在研慢性乙肝疗法Bepirovirsen在两项关键三期临床试验中均达 到主要终点。如果该药物获批，将意味着全球首个仅需6个月有限疗程治疗，便可直接实现乙肝功能性 治愈的抗病毒疗法诞生。Bepirovirsen是一种新型反义寡核苷酸（ASO）乙肝抗病毒疗法，可直接抑制 病毒复制。GSK计划于今年第一季度正式启动Bepirovirsen的全球监管审批申请。所谓"功能性治愈"， 是指患者停药后在六个月或更长时间内，乙肝表面抗原（HBsAg）持续阴性且检测不到乙肝病毒 （HBV）DNA。 ...