1月14日，三大指数走强，创业板指拉升涨逾1%，截至发稿，沪指涨0.37%，深成指涨1.05%，创业板指 涨1.35%。 盘面上，AI应用方向继续走强，浙文互联4天3板，石基信息一字涨停；金银价格屡创新高，现货黄金 突破4630美元/盎司，贵金属板块高开；机构预计一季度存储价格将再涨40%至50%，存储芯片概念股盘 初活跃；游戏股小幅调整。 展望后市，光大证券认为，昨日调整主要是获利盘了结的结果，但市场并不悲观，更不恐慌，接下来指 数或将震荡休整，结构性行情有望延续。 热门板块 1、AI应用方向继续走强 AI应用方向继续走强，浙文互联4天3板，石基信息一字涨停，光云科技、值得买涨超10%，用友网络、 金桥信息等跟涨。 | | AI应用(02GN2343) 1733.96 +51.93 +3.09% | | + 板块 | | --- | --- | --- | --- | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 值得买 图 300785 | 83.89 | 1.8亿 | +20.00% (+) | | 通达海 301378 | 52.65 | 2623.1万 | +15.74% (+) | ...

微软表示将推出以社区为核心的AI基础设施新举措。要求公用事业公司和公共委员会将费率设定得足 够高，以覆盖数据中心的电力成本。 1月13日，微软宣布启动全新的 "社区优先"AI基础设施倡议，承诺在美国境内建设数据中心时采取不同 以往的负责任方式。该计划包含五大核心承诺：确保数据中心不增加当地居民电价、实现水资源补充、 为当地居民创造就业、增加地方税收，以及投资当地AI培训和非营利组织。 微软副董事长兼总裁布拉德·史密斯在公告中表示，该倡议旨在成为数据中心所在社区的 "好邻居" ，体 现了公司的公民责任感以及对运营成功AI基础设施所需的长期考量。该计划将在2026年于美国迅速落 地，并随后推广至其他国家。 AI基础设施建设正成为美国继运河、铁路、电网之后的最新大规模基础设施浪潮。国际能源署预计， 到2035年美国数据中心用电需求将增长两倍以上，从200太瓦时增至约640太瓦时。但这种快速扩张已在 多地引发了对电价上涨和水资源紧张的担忧。微软的这一计划试图平衡技术进步与社区利益，为科技行 业在AI时代的基础设施建设树立新标准。 承诺不转嫁电力成本 在电力方面，微软做出四项具体承诺。首先，公司将要求公用事业公司和公共 ...

Core Viewpoint - Nvidia is expected to remain the only stock with a market capitalization exceeding $5 trillion for at least another year, while Microsoft and Apple are projected to surpass $4 trillion by 2026 [1] Microsoft - Microsoft is currently valued at $3.55 trillion with a stock price of $475.57, making it the most likely candidate to exceed $4 trillion [2] - The company plays a significant role in the AI boom, being the creator of the Copilot AI model and a major cloud service provider through Microsoft Azure [3] - Microsoft's revenue increased from $211.9 billion in 2022 to $293.8 billion in the 12-month period ending September 30, 2025, indicating strong financial performance [4] - Wall Street analysts predict an average price target of $631.36 for Microsoft, representing a potential 32.31% increase over the next 12 months [4] - Microsoft shares have experienced a downtrend, falling from approximately $542 to $475.57 since October [6] Apple - Apple has a market capitalization of $3.85 trillion and requires only a 4% increase to surpass $4 trillion [10] - The company has resolved previous issues related to its electric vehicle project and is well-positioned for growth in the AI sector [10] - A significant catalyst for Apple is its AI-focused partnership with Alphabet, which will support the development of 'Apple Foundation Models' [11] - Apple shares have also seen a decline, dropping from around $286 in early December to $259.21 [12] - Analysts forecast an average price target of $299.69 for Apple, suggesting a potential 15.16% increase, which would elevate its valuation to $4.4 trillion [13][15]

深圳商报·读创客户端首席记者 刘琼 实习生杨与萌 尹烨从生命健康产业出发，阐述了科技赋能民生的理念。他强调，生命健康是全民福祉的基础，企业应聚焦核心技术 攻关，让基因科技、生物制造等前沿技术走进大众生活。 在践行企业社会责任方面，招商银行原行长、中国企业家俱乐部执行理事长马蔚华表示，ESG理念已成为企业高质量 发展的重要指引，建议企业应将环境、社会、治理要求深度融入发展战略；通过金融创新推动绿色投资、支持社会责 任项目落地，引导资源流向可持续发展领域，实现商业价值与社会价值、环境价值的共生共赢。 （主办方供图） 李东生表示，过去二十年，中国企业从全球产业链的追赶者，成长为在新型战略产业领域开疆拓土的先锋，也成为中 国经济全球化的探路者。中国企业的出海之路已从最初的产品出口，升级为商业模式、工业能力、供应链的系统化出 海。当前全球科技竞争日趋激烈，人工智能正从概念走向深度产业化，成为未来经济增长的关键力量。 刘庆峰分享科大讯飞在人工智能领域的最新探索。他提出，通用人工智能时代正在加速到来，重塑着产业形态与商业 逻辑。面对这样的变革，核心技术自主可控是企业立足长远的根本。 何小鹏聚焦新能源与智能网联汽车产业，分享 ...

By 9:30 a.m., the Sensex had reversed course, falling 200 points, or 0.23%, to 83678.17, while the Nifty 50 went past the 25,700 level, as investors turned cautious after the opening uptick.On the 30-stock Sensex, gains were led by Tech Mahindra, IT stocks outperformed, with the index rising 0.6%. The advance was broad-based, with small-cap and mid-cap indices each adding about 0.4%.Live EventsIn the previous session, both the Sensex and the Nifty rose roughly 0.4% as expectations built that India-U.S. tra ...

目前，市场最担心的仍是成交量持续放大之后的调整风险。对此，中泰证券表示，长线资金托底，政策 推动下市场或维持交投活跃。东方证券认为，从历史经验来看，成交量持续放大之后，的确会引起市场 波动，尤其在沪综指17连阳且逼近4200点之时。 热门板块 1、AI应用领涨市场 以GEO、制药为首等AI应用方向领涨市场，易点天下、利欧股份、浙文互联、引力传媒、博瑞传播3连 板，天龙集团、值得买高开超10%。 1月13日，三大指数高开低走，截至发稿，沪指跌0.57%，深证成指跌0.63%，创业板指跌0.59%。 盘面上，以GEO、制药为首等AI应用方向领涨市场，易点天下、通达海、迪安诊断20CM涨停；创新药 概念股走强，泓博医药20cm涨停；商业航天板块早盘走低，西部材料、雷科防务、航天发展、航天机 电、中国卫通等多股跌停。 | | AI应用(02GN2343) | | + 板块 | | --- | --- | --- | --- | | | 1746.01 +41.26 +2.42% | | | | 股票名称 | 最新价 | 主力净流入 | 涨跌幅 | | 易点天下 图 301171 | 75.88 | -1.4亿 | + ...

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.21%, and the ChiNext Index up by 0.07% [2][3] - The AI application sector continues to show strong performance, with notable gains in e-commerce, intelligent agents, and short drama gaming [1][3] Individual Stocks - Rongchang Biologics opened significantly higher, up over 15%, following the signing of a licensing agreement with AbbVie that could yield up to $4.95 billion in milestone payments [3][4] - Other stocks in the AI application sector, such as Inertia Media, Yidian Tianxia, Zhuoyi Information, Dian Diagnostics, Liou Shares, and Shengguang Group, have also shown strong performance with multiple consecutive gains [1][3] Sector Performance - The AI application sector remains robust, while sectors such as photovoltaic, semiconductors, and CPO concepts are experiencing weakness [1][3] - In the Hong Kong market, the Hang Seng Index opened up by 1.32%, with the Hang Seng Tech Index rising by 1.93%, indicating a strong performance in technology stocks [5]

Group 1: Microsoft and Data Centers - Microsoft is set to announce changes to prevent rising utility bills for Americans as it expands its data centers to meet increasing demand for artificial intelligence [2][3] - The company is collaborating with the Trump administration to ensure that the costs of electricity do not burden consumers due to the presence of data centers [5][6] - Microsoft has faced opposition regarding its data center plans, notably withdrawing from a project in Caledonia, Wisconsin, due to local resistance [7] Group 2: Industry Trends and Economic Context - Major technology companies are increasing capital expenditures to support the construction of power-intensive data centers amid the AI boom [4] - Utilities in the U.S. charged consumers 6% more for electricity in August compared to the previous year, impacting areas with numerous data centers [5] - Meta has entered agreements with nuclear power companies to support its data center operations, indicating a trend among tech firms to secure energy sources for their expanding facilities [4][7]

With a year-to-date (YTD) loss of nearly 5%, Apple (AAPL) is underperforming the average S&P 500 Index ($SPX) peer this year. The story is not different from last year, when it gained a mere 8%, which was less than half of what the broad-based index delivered. Adding insult to injury is the fact that Alphabet (GOOG) (GOOGL)—which was the best-performing Magnificent 7 stock in 2025—has surpassed Apple to become the world’s second-biggest company after Nvidia (NVDA). If not for Microsoft’s (MSFT) underperfo ...

Optimism about its growing AI business gave the Google parent entry to a rarefied club. ...