Key TakeawaysUS military forces boarded a sanctioned oil tanker in the Indian Ocean, marking a significant escalation in President Donald Trump’s energy blockade against illicit oil shipments.California gasoline prices are projected to hit $8.00 per gallon by late 2026 as the state resorts to shipping fuel via the Bahamas to bypass the Jones Act and compensate for shrinking refinery capacity.Hungarian opposition leader Peter Magyar has entered the final stretch of his campaign for the April 12 election, wit ...

Core Insights - Alphabet Inc. is focusing on AI and cloud computing to drive growth, with a price target of $348 set by UBS, indicating an 11.98% potential increase from its current price of $310.78 [1][6] Group 1: AI and Strategic Initiatives - Alphabet's Gemini AI has reached 750 million active users, showcasing the company's strategic pivot towards AI and cloud computing [2][6] - The company is investing heavily in AI, with projected capital expenditures of $175-185 billion in 2026, essential for advancing AI capabilities and sustaining monetization [2] Group 2: Cloud Performance - Alphabet's cloud unit has reported a 48% year-over-year revenue growth and a 30.1% operating margin, outperforming competitors and positioning Google Cloud as a strong competitor to AWS [3][6] - The cloud backlog stands at $240 billion, indicating strong demand and future revenue potential [4] Group 3: Financial Metrics and Market Position - Alphabet's current stock price is $310.28, with a market capitalization of approximately $3.75 trillion, maintaining its dominance in the tech industry [5] - The stock has shown slight fluctuations, with a trading volume of 7,970,852 shares today [5]

Photographer: SeongJoon Cho/Bloomberg Artificial intelligence has made a lot of noise in the stock market lately, with bots from Alphabet Inc. and startups Anthropic and Altruist disrupting businesses from software to financial services. But one name has been conspicuously absent from the chatter: OpenAI. The erstwhile AI kingmaker has been passed by its rivals, or at least that’s the public perception. However, Wall Street isn’t ready to throw in the towel on the maker of ChatGPT or the companies attach ...

智通财经APP获悉，近来，人工智能再次在美股掀起巨浪， Alphabet(GOOGL.US)以及Anthropic和 Altruist等初创公司的聊天机器人正在颠覆从软件到金融服务等各个行业的格局。但有一个名字却明显 缺席了这场讨论：OpenAI。昔日的人工智能"造王者"已被竞争对手超越，至少公众是这么认为的。然 而，华尔街并不打算就此放弃ChatGPT的开发商及其相关公司。 Wellington Management技术团队联席负责人兼全球创新战略联席投资组合经理Brian Barbetta表示："即 使不是必然，OpenAI今年也极有可能推出一款能够重新引领潮流的新模型，从而扭转其落后于时代的 看法，与OpenAI相关的股票自然也会从中受益。" 近几个月来，与OpenAI相关的公司股价承受了巨大压力。今年以来，与OpenAI相关的公司股票组合下 跌了13%，而与Alphabet相关的股票组合则上涨了21%。因此，这种市场情绪的转变相当紧凑。 但投资界的专业人士越来越乐观地认为，OpenAI目前的低迷状态只是暂时的。如果市场情绪持续改 善，可能会刺激其主要合作伙伴，如英伟达(NVDA.US)、甲骨文(ORC ...

Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) could be the hottest artificial intelligence (AI) stock on Wall Street right now. Shares have climbed by 68% over the past year, a staggering feat for a stock already worth a trillion dollars. But even after all that success, it still leaps off the page as arguably the best AI stock investors can buy and hold for the next five years. Predicting that Alphabet will continue to win tremendously in AI moving forward may not be a bold statement, but you don't always need t ...

Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) used to look like a tech company. Now it looks like an industrial giant with a balance sheet to match. In barely a year, Google's parent has leapt from a neat $11 billion in long-term debt to roughly $70 billion — a transformation that says more about the future of tech than any earnings call ever could.How The Debt Blew Up This FastAt the end of 2024, Alphabet was still a classic "capital-light" software behemoth: oceans of cash, minimal borrowing, pristine margins ...

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 ...

Market Performance - The Shanghai Composite Index decreased by 1.27% and the Shenzhen Component Index fell by 2.11% during the week of February 2 to February 6, 2026[5] - The Shenwan Communication Index dropped by 6.95%, underperforming the CSI 300 Index by 5.61 percentage points[5] - Within the communication sector, the communication equipment sub-sector saw a decline of 7.92%, significantly greater than the 2.66% drop in the communication services sub-sector[5] Key Company Earnings - Coherent reported Q2 FY2026 revenue of $1.69 billion, a 17% year-over-year increase, driven by strong demand in data centers and communications[13] - Lumentum achieved Q2 FY2026 revenue of $666 million, marking a 65.5% year-over-year growth, with significant opportunities in CPO and OCS[14] - Google reported Q4 FY2025 revenue of $113.83 billion, an 18% year-over-year increase, with a projected capital expenditure of $175 to $185 billion for 2026[15] Investment Recommendations - Focus on companies like Tianfu Communication, Zhizhang Technology, and Jietu Technology due to the rising demand for CPO technology[5] - Consider investing in Hengtong Optic-Electric and Changfei Fiber Optic, as the prices of optical cables and fibers are on an upward trend due to increased demand from data center expansions[5] Risk Factors - Potential risks include demand falling short of expectations and capital expenditures not meeting projections, which could adversely affect performance[16] - Increased competition in the industry due to significant demand for computing power may pose challenges for listed companies[18]

2026年的美式足球大联盟(NFL)超级碗总决赛，不仅见证了西雅图海鹰队的复仇成功夺冠，也见证了AI巨头们的广告烧钱大战。这波铺天盖地的AI 广告攻势，甚至比赛场上的竞技更为精彩，很多人因此将今年的超级碗称之为"AI碗" 超级碗已经成为美国的一个非正式节日，每年收视观众上亿，今年的收视观众预计超过1.3亿人。按照美国3.4亿人口计算，相当于四成的美国人都 会收看这场美式足球的总决赛。这么夸张的收视率，或许只有中国春晚才能相提并论，因此超级碗又被戏称为"美国春晚" 尽管超级碗的影响力目前大体限于北美市场，但这不影响其成为全球商业价值最高的体育赛事，成为一场极致的流量变现奇迹。超级碗每年单是转 播权收入就超过100亿美元。你没有看错，2023年签下的新转播合同，为期11年，总额超过1100亿美元。 由于版权费太过惊人，几大电视巨头只能共同签约，轮流承办。天价转播费当然要靠天价广告费来回收。今年NBC主办的超级碗，每30秒的广告费 已经达到了800万美元，特定时段甚至超过了千万美元。 潮流的风向标。如果说2022年超级碗属于加密货币,那么2026年的舞台则完全笼罩在AI巨头们的光芒下。 随着科技行业成为美国经济的领 ...