Fourth Quarter and FY2025 Preliminary and Unaudited Results February 10, 2026 Forward-Looking Statements and Risk Factors Certain statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, particularly those regarding our 2025 Financial Guidance. Such forward-looking statements are subject to numerous assumptions, risks and uncertainties that could cause actual results to differ materially from those described in those stateme ...

证券研究报告 TMT [Table_Title] 海外云厂商持续加码资本开支 TMT 行业周报（2 月第 1 周） [Table_ReportDate] 2026 年 02 月 09 日 [Table_Author] 分析师：李时樟 执业证书：S1030522060001 电话：18065826333 邮箱：lisz@csco.com.cn 分析师：罗晴 执业证书：S1030524110001 电话：13603091122 邮箱：luoqing@csco.com.cn 公司具备证券投资咨询业务资格 [Table_S 行业观点： ummary] 请务必阅读文后重要声明及免责条款 3) 风险提示：AI 大模型进展不及预期、AI 应用不及预期。 [Table_Industry] [Table_ReportType] [Table_BaseData] 1) 周度市场回顾。TMT 板块内一级行业上周（2/2-2/6）涨跌 幅为：传媒（-3.24%）、计算机（-3.27%）、电子（-5.23%）、 通信（-6.95%）。板块内涨幅靠前的三级子行业分别为通信 线缆及配套（3.62%）、安防设备（1.93%）、其他通信设备 ...

2026.02. 10 谷歌旗下Waymo宣布在美国纳什维尔实现完全无人驾驶运营 谷歌旗下的自动驾驶公司Waymo周一宣布，已在田纳西州纳什维尔市实现完全无人驾驶运营。 目前，Waymo在旧金山湾区、洛杉矶、亚利桑那州凤凰城都会区、得克萨斯州奥斯汀市以及佐治亚 州亚特兰大市运营着超过2500辆自动驾驶车辆。 值得注意的是，投资者对自动驾驶领域的兴趣持续升温。这家自动驾驶初创企业上周宣布，在一轮融 资中筹集160亿美元资金，估值达到1260亿美元，在不到两年的时间里估值几乎增长了两倍。 微信编辑 | 夏木 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 本文字数：461，阅读时长大约1分钟 作者 | 第一财经 樊志菁 谷歌母公司Alphabet周一启动高评级美元债券发行，计划募资约200亿美元，用于支撑2026年最高 1850亿美元的资本开支，重点投向AI芯片、数据中心与云计算 ...

引言 在数字化转型的大潮中，越来越多的企业开始探索AI技术在获客和客户管理中的应用。作为一名长期从事市场推广的从业者，我有幸亲自测试了多家AI获 客技术，包括四川云网智连（以下简称"云网智连"）、阿里云、百度智能云等。本文将分享我的实际体验，并对这些技术的效果进行复盘。 痛点陈述 企业在获客过程中面临诸多痛点： 人力成本高：传统的获客方式依赖大量的人力投入，如电话销售团队、客服团队等，成本高昂且效率低下。 数据孤岛严重：企业内部不同系统之间数据无法互通，形成信息孤岛，导致协同成本极高。 客户触点分散：客户从了解产品到完成购买的路径复杂多变，难以追踪全生命周期行为，转化率低。 创新能力不足：AI技术日新月异，但企业缺乏快速跟进的技术团队，导致技术落后。 数字化资产安全焦虑：企业担心核心业务数据上传公有云平台会导致数据泄露、隐私侵犯等问题。 解决方案 针对上述痛点，我们选择了几家主流的AI获客技术提供商进行测试，以下是详细的测试结果和分析。 四川云网智连 体验分享： 三位一体协同架构：云网智连提供的解决方案是云服务+算力+智能体Agent三位一体协同架构。这种架构确保了AI能力既强大又灵活，能够应对各种复杂的 业 ...

"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learnin ...

Core观点 - CoreWeave, a cloud-based AI infrastructure provider, has seen its stock price increase significantly from $40 to nearly $100 since going public in March 2023, driven by its strategic pivot from Ethereum mining to AI services [1] 分组1: 公司背景与发展 - CoreWeave transitioned from an Ethereum mining company to an AI infrastructure provider after the 2018 cryptocurrency crash, repurposing its GPUs for AI tasks [2] - The company invested $100 million in Nvidia's H100 data center GPUs in 2022 to support its expansion into AI services [2] - CoreWeave expanded its data center operations from three at the end of 2022 to 33 across the U.S. and Europe [4] 分组2: 财务表现与预期 - CoreWeave's revenue surged from $16 million in 2022 to an expected $1.9 billion in 2024, with projections of $5.1 billion in 2025 [5] - Analysts forecast that revenue could nearly quadruple to $19.5 billion from 2025 to 2027, with profitability anticipated by 2027, driven by deals with major AI companies [6] 分组3: 市场估值与挑战 - CoreWeave currently has a market cap of $46.9 billion, trading at less than four times this year's sales [7] - Approximately 70% of CoreWeave's revenue is generated from Microsoft, indicating a reliance on a single client [8] - The company may need to take on more debt and issue additional shares to fund its aggressive expansion strategy [8] - A failed acquisition attempt of Core Scientific for $9 billion suggests potential future dilutive acquisitions [8] 分组4: 未来展望 - If CoreWeave meets analysts' expectations and trades at five times sales, its market cap could exceed $98 billion by early 2027, representing a significant potential gain [9]

By now, you already know about Amazon's ( AMZN ) massive capex plan for this year. The goal is pretty clear: keep AWS on top in AI and cloud. That means more data centers, more custom chips, and a lot more power capacity. Now, even thoughI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s D ...

STMicroelectronics on Monday announced an expanded supply agreement with Amazon Web Services. STM stock jumped on the news. ...

  Samsung has introduced the Galaxy F70e 5G in India, marking the first smartphone under its newly launched Galaxy F70 series. The device is powered by the MediaTek Dimensity 6300 chipset and features a 6.7-inch HD+ display with a 120Hz refresh rate. The company said the smartphone targets Gen Z consumers, placing emphasis on camera capabilities for daily content creation and sharing.     Google has confirmed that Gemini-powered features within the Chrome browser are now being rolled out to Chromebooks, b ...

在人工智能投资热潮持续升温之际，谷歌母公司Alphabet(GOOG.US,GOOGL.US)正计划通过发行美国高评级美 元债券筹集约150亿美元。知情人士称，此举将进一步加入走在AI投资前沿的企业密集融资行列。 大型云计算公司，也被称为"超大规模云服务商(hyperscalers)"，今年预计将投入超过6500亿美元用于扩建人工智 能基础设施。自去年以来，这一群体已向债券市场大量发债，并被投资者踊跃吸纳，但与此同时，市场对AI支 出过快、可能催生泡沫的担忧也在升温。 Alphabet上周表示，预计今年资本开支最高将达到1850亿美元，远超市场此前预测。同时，公司公布的第四季度 业绩也整体好于彭博汇总的分析师平均预期。 该公司上一次进入美国债市是在去年11月，当时融资175亿美元，吸引了约900亿美元认购。其中包括一只50年 期债券，这是去年美国美元计价科技企业中期限最长的一笔债券发行，且该债券在二级市场表现持续走强。同 期，Alphabet还在欧洲市场发行了65亿欧元债券。 根据测算，到2029年，人工智能、云基础设施和数据中心相关的资本支出累计规模有望达到3万亿美元。 就在上周，甲骨文(ORCL.US)通 ...