PLTR Technical AnalysisPalantir looks a little soft in the open here on Friday, but again, I do not really think there is a whole lot going on. I think that traders are simply sitting on their hands and trying to digest whether or not the Federal Reserve is going to become more aggressive in their rate cuts. I do not think this number on Friday was enough to really change the equation, and therefore, you have to speculate that perhaps traders may wait until Monday to do something.Nonetheless, it looks like ...

三年前爆火的"生成式AI"正向"智能体AI"转变，智能体时代呼啸而来。 1月7日，联想集团在国际消费电子展（CES）举办了史上规模最大的创新科技大会（Tech World 2026），系统展示了混合式AI战略成果。 联想集团高级副总裁、中国方案服务业务总经理戴炜在接受媒体采访时表示，围绕企业AI，联想方案 服务构建了"一擎四舰"的布局，即依托"一擎"——擎天引擎，打造了联想xCloud智能云、联想百应、联 想擎天智能体方案和联想AI全周期服务，满足中国政企客户全场景的AI应用需求。 联想集团董事长兼CEO杨元庆与NVIDIA创始人兼CEO黄仁勋此前展开一段"炉边谈话"引爆科技圈。他 们明确了AI发展的下一个风口——混合式AI（Hybrid AI），并首次披露将联合打造基于RTX Pro的企业 级AI系统，把双方合作的业务规模再扩大5倍。 黄仁勋明确指出，人工智能的发展正在经历一次关键演进——从"生成式AI"向"智能体AI"转变。这一转 变意味着AI将不再只是"回答问题"，而是真正成为能"执行任务"的智能体。实现这一目标的核心路径 是"混合式AI"，将公有云上的前沿大模型与企业、个人私有的定制化模型深度融合。 ...

Last year, Dell turned heads when it changed its tune and ended a generous company policy, frustrating some of its employees nationwide. In February, Dell CEO Michael Dellsent an email to employees warning them that, starting in March 2025, they would be required to work from the office five days a week due to the rapid pace of innovation in the tech industry. Previously, Dell required employees to work from the office only three days a week. “The pace of innovation has never been faster, and for us to ...

The Dow Jones Industrial Average has reached a new high, led by gains in Amazon.Among the top risers were AstraZeneca, which surged close to 5pc, hitting a new record, and GSK, which inched 1.5pc higher.The FTSE 100 closed at a fresh high on Tuesday, pushed by gains in pharmaceutical companies.“Classy and classic sectors like finance, pharma, big oil and high street retail stalwarts are back in fashion, with investors looking for consistent, income driving stocks as a companion to the jam tomorrow tech tita ...

Oil prices fell back Monday (January 5, 2026) while the prices of precious metals surged as markets reacted calmly to the U.S. capture of Venezuelan President Nicolas Maduro in a weekend raid. Asian shares rallied on heavy buying of tech-related stocks after modest gains on Friday (January 2) on Wall Street. The future for the S&P 500 was up 0.2% while that for the Dow Jones Industrial Average was virtually unchanged. Follow the U.S.-Venezuela tensions LIVE Updates on January 5, 2025In early European tradin ...

谷歌A(GOOGL.US)涨1.6%，报314.78美元。消息面上，美媒报道称，谷歌计划于2026年推出新款AI智 能眼镜，旨在通过"世界模型"技术与Meta等竞争对手展开差异化竞争。市场观点认为，如果这款基于世 界模型的智能眼镜能够在商业上取得成功，将不仅仅是谷歌硬件业务的复苏，更可能标志着AI应用从 单纯的语言处理向物理世界交互的范式转变。(格隆汇) ...

证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 [Table_Reportdate] 2025年12月17日 [证券分析师： Table_Authors] 王鸿行 S0630522050001 whxing@longone.com.cn 联系人： 邓尧天 dytian@longone.com.cn [晨会纪要 Table_NewTitle] 20251217 重点推荐 财经要闻 晨 会 纪 要 [table_summary] ➢ 1.布局围绕AI基建相关设备领域成长机遇——机械设备2026年投资策略 ➢ 2.内需仍有压力，关注积极定调后增量政策的出台——国内观察：2025年11月经济数据 ➢ 3.企业短期贷款与债券融资较好，存款季节性回表——银行业"量价质"跟踪（二十一） ➢ 1.商务部：对原产于欧盟的进口相关猪肉及猪副产品征收反倾销税 ➢ 2.海南自贸港将于12月18日全岛封关运作 ➢ 3.美国11月季调后非农就业人口增6.4万人，预期增5万人 | 1.1. 布局围绕 | 基建相关设备领域成长机遇——机械设备 | 年投资策略 | AI | 2026 | ...

U.S. stocks settled lower on Friday, with the S&P 500 falling over 1% during the session following a renewed tech-led sell-off. The S&P 500 fell 0.6% last week, while the 30-stock Dow gained 1.1% on the week.Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about ...

Core Viewpoint - Hewlett Packard Enterprise (HPE) shares declined by 5% following a fourth-quarter revenue report that did not meet analyst expectations, with reported revenue of $9.68 billion, a 14% increase year-over-year, but below the anticipated $9.94 billion [1] Revenue Performance - HPE's server segment revenue was reported at $4.46 billion, representing a 5% decrease from $4.68 billion in the same quarter last year, and fell short of the StreetAccount analyst expectations of $4.58 billion [2] - The server revenue also saw a decline of 10% compared to the previous third quarter [3] Management Commentary - CFO Marie Myers attributed the revenue shortfall to the timing of artificial intelligence service shipments and lower-than-expected government spending during the analyst call [2] - Despite the challenges, there was notable growth in server orders for both traditional and AI offerings, indicating that demand significantly outpaced revenue during this period [3]

Core Insights - Brown Advisory's Large-Cap Growth Strategy reported a net return of -0.88% in Q3 2025, underperforming the Russell 1000 Growth Index due to underweighting speculative momentum-driven stocks despite significant exposure to AI [1] - Apple Inc. (NASDAQ:AAPL) was highlighted as a key stock, achieving a one-month return of 5.33% and a 52-week gain of 16.91%, with a market capitalization of $4.2 trillion as of December 3, 2025 [2] - The Information Technology sector contributed positively in absolute terms but detracted from relative performance, with Apple Inc. being the largest detractor despite its nearly 25% return during the period [3] Company Performance - Apple Inc. reported revenue of $102.5 billion for the September quarter, marking an 8% year-over-year increase, and was held by 166 hedge fund portfolios at the end of Q3 2025, up from 156 in the previous quarter [4] - The consensus estimates for Apple Inc.'s EPS growth for Fiscal Year 2028 are projected at 8%, with low single-digit sales growth, which does not align with the growth criteria of Brown Advisory's strategy [3][4] - The company is ranked 8th among the 30 Most Popular Stocks Among Hedge Funds, indicating strong interest from institutional investors [4]