ChatGPT 无广告体验的日子要结束了。 经过数周的预热，刚刚，OpenAI 宣布，将正式开始在其 AI 平台测试广告，ChatGPT 用户可能很快就会在对话中看到广告。这些广告会以标注"赞助"的链 接形式出现在 ChatGPT 回答底部，但 OpenAI 表示，广告不会影响 ChatGPT 给出的回答内容，在视觉上也会区分开来。 "这回到了我们的使命，让 AGI 惠及全人类。"Awan 解释道，当一款消费级产品有超过 8 亿用户时，如何把最好的产品带给每个人？广告是经过验证的成 熟模式，对于一家希望把最好的 AI 带给全人类的公司来说，这是很自然的选择。提供最好的模型、更高的使用限额，让广告对用户和企业都真正有用。 他表示，大家担心广告可能带来负面影响，所以 OpenAI 更看重广告的原则：为平台设立极高的标准，让广告真正有用。其确立了几条核心原则： 目前，广告仅对免费版 ChatGPT 用户以及每月 8 美元的低价订阅服务 Go 套餐用户展示，Plus、Pro、商业版、企业版和教育版用户不会看到任何广告。 也就是说，想要避开广告的用户至少需要每月支付 20 美元订阅 Plus 套餐。OpenAI 提到， ...

整理 | 华卫 ChatGPT 无广告体验的日子要结束了。 经过数周的预热，刚刚，OpenAI 宣布，将正式开始在其 AI 平台测试广告，ChatGPT 用户可能很快 就会在对话中看到广告。这些广告会以标注"赞助"的链接形式出现在 ChatGPT 回答底部，但 OpenAI 表示，广告不会影响 ChatGPT 给出的回答内容，在视觉上也会区分开来。 目前，广告仅对免费版 ChatGPT 用户以及每月 8 美元的低价订阅服务 Go 套餐用户展示，Plus、 Pro、商业版、企业版和教育版用户不会看到任何广告。也就是说，想要避开广告的用户至少需要每 月支付 20 美元订阅 Plus 套餐。OpenAI 提到，免费版用户要想退出广告，但代价是每日免费对话次 数减少；Go 套餐用户无法选择退出广告。 一位接近 OpenAI 的消息人士表示，OpenAI 预计从长远来看，广告收入占比将低于其总收入的一 半。目前，该公司还通过其聊天机器人集成的购物功能，从用户购买的商品中抽取分成。另据外媒报 道，OpenAI 首席执行官 Sam Altman 告诉员工，ChatGPT"月增长率已恢复到 10% 以上"，将于本 周部署"更 ...

Nio (NIO) shares rallied on Thursday after the Chinese electric vehicle (EV) specialist confirmed it will report its first-ever adjusted profit in the fourth quarter of 2025. In a press release dated Feb. 5, the automaker said it sees its non-GAAP operating profit falling between RMB 700 million and RMB 1.2 billion – a big improvement from the RMB 5.5 billion loss last year. More News from Barchart Despite today’s surge, Nio stock remains down over 35% versus its October high, which makes it even more ...

Many electric vehicle (EV) stocks have declined sharply from their peaks at the start of the decade. Nio (NYSE: NIO) is no exception. In early 2021, the company hit its all-time high of $63 per share, only to fall to about $4.50 today. That's an eye-watering decline of 93% in just five years as investors shifted away from the EV industry because of challenges like rising competition and trade uncertainty, especially in the U.S. market. As a Chinese company, Nio is largely shielded from the negative affect ...

Core Viewpoint - Adobe announced the discontinuation of its 25-year-old Animate animation tool, which was met with significant backlash from users, leading to a rapid reversal of the decision and highlighting the company's aggressive pivot towards AI products while neglecting user needs [1]. Group 1: Announcement and User Reaction - On February 2, Adobe declared it would shut down Animate, ceasing sales on March 1, with support for regular users until 2027 and enterprise users until 2029, without a direct replacement [1] - The decision sparked outrage among users who feared losing years of work and experience, criticizing Adobe for prioritizing AI over user needs and calling for the software to be open-sourced [1]. Group 2: Reversal of Decision - Following the user protests, Adobe quickly retracted its shutdown plan on February 4, confirming that Animate would continue to serve both new and existing users, providing technical support and security updates, but would not develop new features [1]. - This incident underscores the importance of user feedback in corporate decision-making, as Adobe's initial plan was ultimately abandoned due to the strong collective response from its user base [1].

NIO Inc. (NYSE:NIO) ranks among the best high growth Chinese stocks to buy. On January 15, Macquarie upgraded NIO Inc. (NYSE:NIO) from Neutral to Outperform, boosting its price target to $6.10. According to the firm, NIO’s fourth-quarter 2025 sales exceeded the upper end of its 125,000-unit forecast, with a healthy demand for ES8 and Firefly models generating a 44% quarter-over-quarter volume increase. Macquarie noted NIO’s increased adoption of its Battery-as-a-Service (BaaS) initiative, which currently ...

​NIO Inc. (NYSE:NIO) is one of the Best Autonomous Vehicle Stocks to Buy Now. On January 27, Tim Hsiao from Morgan Stanley reiterated a Buy rating on the stock with a $7 price target. Earlier on January 15, Eugene Hsiao from Macquarie upgraded NIO Inc. (NYSE:NIO) from Hold to Buy and raised the price target from $5.3 to $6.1. ​Analysts at Morgan Stanley noted that the rating is based on the recent comments by NIO Inc’s founder. The founder believes that the company can achieve a CAGR growth of around 40% ...

Core Insights - Adobe Inc. (ADBE) is considered a strong investment opportunity due to its robust cash yield, solid fundamentals, and attractive valuation [2] Financial Performance - ADBE's stock is currently trading at a Price-to-Sales (P/S) ratio significantly lower than its 3-month and 2-year peaks, as well as below its 3-year average [4] - In Q4 2025, Adobe achieved record revenue, with operating cash flows for FY2025 exceeding $10 billion [5] - FY2026 forecasts indicate over 10% Annual Recurring Revenue (ARR) growth, driven by increased customer uptake of AI features like Firefly [5] - Monthly active users for complimentary AI services increased by 35% to over 70 million [5] Valuation Metrics - Adobe's free cash flow yield stands at 7.9%, with an operating margin of 36.6% over the last 12 months [9] - Revenue growth over the last 12 months is reported at 10.5%, focusing on high yield and margins [9] - ADBE stock is currently priced 53% below its 2-year high and 15% under its 1-month high [9] Market Position - ADBE's market capitalization exceeds $2 billion, and the stock has dropped significantly below its 2-year high [10] - The stock's current P/S is less than the average over the past few years, indicating potential for recovery [10] - The average forward returns for 6-month and 12-month periods are projected at 10.4% and 20.4%, respectively, with a win rate of approximately 74% over a 12-month period [10]

Artificial intelligence (AI) is transforming many industries, including the software sector. According to Goldman Sachs, "(C)omputing is evolving from static, hard-coded logic to outcome-based assistants." This new paradigm sees software taking action to help users achieve their goals. One field where AI is expected to deliver drastic change is design software. Two companies in the crosshairs are Figma (NYSE: FIG) and Adobe (NASDAQ: ADBE). The former is a newly public company that had its initial public of ...

Core Insights - Salesforce, Inc. and Adobe Inc. are prominent players in the enterprise software sector, focusing on productivity, customer engagement, and digital transformation [1][2] Salesforce Stock Analysis - Salesforce maintains its leadership in the customer relationship management market and is expanding into a broader ecosystem centered on AI, data, and collaboration through acquisitions [3] - The integration of generative AI, particularly with the rollout of Einstein GPT, is pivotal for Salesforce's growth, enhancing automation and decision-making for businesses [4] - The introduction of Agentforce and Data Cloud has resulted in $1.4 billion in recurring revenues for Q3 FY26, marking a 114% year-over-year increase, with Agentforce alone contributing $540 million, a 330% increase [5] - Financial performance remains strong, with revenues and non-GAAP EPS increasing by 10% and 34.9% year-over-year in Q3 FY26, respectively, surpassing consensus estimates [6] - The total remaining performance obligation (RPO) reached $59.5 billion, up 12% year-over-year, with expectations of a 15% increase in Q4 FY26, indicating ongoing growth [7] - Salesforce is transitioning to a more efficient and profitable enterprise solution provider while maintaining a focus on innovation [8] Adobe Stock Analysis - Adobe is experiencing growth in its AI-powered tools, such as Creative Cloud Pro and Acrobat, with new features enhancing user productivity [9] - The Firefly tool is becoming a significant growth driver within Adobe's creative ecosystem, with new mobile solutions aiding content creation [10] - Financially, Adobe reported a 10.5% increase in revenue and a 14.3% increase in earnings year-over-year for Q4 FY25, exceeding consensus estimates [13] - Adobe targets a 10.2% annualized recurring revenue growth for FY26, driven by its AI portfolio and expanding enterprise adoption, although its AI revenues are small compared to competitors [14] Comparative Growth Outlook - Both companies are leveraging AI, but Salesforce shows slightly stronger near-term growth potential, with consensus estimates indicating 9.53% revenue and 15.29% EPS growth for FY26 compared to Adobe's 9.5% revenue and 12.03% EPS growth [15] - Salesforce's earnings estimate revisions reflect a more bullish outlook from analysts compared to Adobe [15] Stock Performance and Valuation - Over the past three months, Salesforce's stock has declined by 9.8%, while Adobe's has dropped by 15.3%, indicating stronger investor confidence in Salesforce [19] - In terms of valuation, Salesforce trades at 4.67 times forward 12-month sales, slightly lower than Adobe's 4.74 times [20] Final Assessment - Salesforce is positioned as a stronger investment option due to its clearer path to monetizing AI, stronger customer retention, and better margin stability compared to Adobe [23] - Salesforce holds a Zacks Rank 2 (Buy), while Adobe has a Zacks Rank 3 (Hold) [24]