1月5日，《2025抖音科技内容生态报告》（以下简称"报告"）发布，展现了2025年抖音科技内容生态的发展与变化。 报告指出，过去一年，用户对科技内容的需求明显增长，抖音科技内容全年观看量超 1.4 万亿次，相当于每位进入抖音的用户每天观看6次以上科技内 容。优质、深度的科技内容蓬勃涌现，其中30 分钟以上优质的中长视频增长 298%。以U航、造梦小懿、秋芝2046等为代表的抖音科技创作者飞速成长，覆 盖AI、具身智能、极客造物等不同领域，吸引更多用户的目光；而抖音用户对于科技内容日益增长的需求也在影响着科技行业。超 600 家科技企业入驻抖 音，越来越多科技企业在抖音搭建与用户直接沟通的渠道。企业、创作者、用户三方在抖音形成的良性互动，促进科技内容生态的蓬勃发展。 科技内容破1.4万亿次观看，数千万用户在抖音学习 AI 技能 抖音上的 AI 学习热潮覆盖全年龄段人群，其中 18 岁以下青少年的学习热情最高。从老年人学习 AI 工具便利生活，到青少年通过 AI 创作激发创意， 不同年龄段的用户都能在抖音找到适合自己的 AI 学习路径。 2025 年，中国科技事业屡攀新峰，从人工智能的技术迭代到前沿科技的产业落 ...

Quantum computing is the icing on the cake for this company.Some technologies reshape the world. We've seen several of them rise to prominence in the last few decades, including the personal computer, the internet, and artificial intelligence (AI).Quantum computing could soon join the list. This technology holds the potential to transform climate modeling, cybersecurity, drug discovery, finance, logistics, and materials science. It could also turbocharge AI advances.It's not surprising, therefore, that many ...

今天分享的是：抖音：2025年抖音科技内容生态报告 报告共计：16页 2025抖音科技内容生态报告核心总结 2025年，科技浪潮加速席卷，抖音作为科技传播核心平台，站在行业临界点，以"共振、繁荣、涌现、相逢"四大 关键词勾勒出科技内容生态的蓬勃图景。 平台深度参与科技行业关键节点，从DeepSeek发布到Sora 2引发AI创作热潮，从iPhone 17亮相到世界人形机器人 运动会举办，抖音成为前沿信息首发地与科技趋势大众化的核心现场，全年见证并助推20000多个科技产业热点 传播。 生态繁荣体现在规模持续扩张与结构多元。创作者层面，科技赛道创作者数提升82%，万粉、百万粉作者数量稳 步增长；内容端，科技稿件量提升25%，优质内容增长125%，长时科技视频呈现爆发式增长；用户侧，科技内 容全年播放量提升28%，日均观看30分钟以上的用户增长30%，形成作者、内容、用户正向循环的"成长飞轮"。 c 抖音知识 2025 抖音科技内容 生态报告 目录 赛道多元化趋势显著，前沿科技领域，AI兴趣用户增长105%，相关内容播放量提升200%，机器人话题播放量同 比增长116%，具身智能通过海量爆款内容走进大众视野；深度 ...

Core Viewpoint - The article suggests that investing in specific stocks can lead to positive returns in 2026, highlighting three companies as top picks for investors. Group 1: Alphabet - Alphabet is well-positioned to benefit from the growing demand for artificial intelligence (AI) products and services, with expectations of significant profits in 2026 [3][4] - Google Cloud is experiencing faster growth compared to competitors like Amazon's AWS and Microsoft's Azure, aided by the launch of the Google Gemini 3.0 large language model [3][4] - The integration of generative AI into Google Search is enhancing search traffic and advertising revenue, contrary to predictions of it being a "Google killer" [4] - The company has a market capitalization of $3.8 trillion, with a current stock price of $313.34 and a gross margin of 59.18% [4][5] Group 2: Vertex Pharmaceuticals - Vertex Pharmaceuticals is expected to see increased momentum for its new cystic fibrosis therapy, Alyftrek, which may cannibalize sales of existing products but is anticipated to boost overall profits [7][10] - The company’s non-opioid pain drug, Journavx, is projected to expand its market access in 2026, leading to higher sales [8] - Vertex is pursuing accelerated approval for Povetacicept as a treatment for IgA nephropathy, a chronic kidney disease affecting a larger patient population than cystic fibrosis [10] - Vertex has a market capitalization of $115 billion, with a current stock price of $453.36 and a gross margin of 86.29% [9][10] Group 3: Enbridge - Enbridge is characterized as a stable investment with a high forward dividend yield of 5.8%, having increased its dividend for 30 consecutive years [12][13] - The company has significant long-term growth prospects, estimating around $50 billion in growth opportunities, particularly in its gas transmission business [14] - Enbridge's operations provide steady cash flow, making it a reliable choice for investors, especially in uncertain economic conditions [15][16] - The company has a market capitalization of $104 billion, with a current stock price of $47.83 and a gross margin of 32.82% [13][14]

Core Viewpoint - Nvidia is currently the leader in the AI chip market, but competition from AMD and Google is intensifying, potentially challenging its dominance in the coming years [2][13]. AMD's Ambitious Plans - AMD aims to lead the $1 trillion AI and high-performance computing market with a revenue compound annual growth rate (CAGR) of over 35% in the next three to five years, and over 60% for its data center business [4][7]. - AMD has secured significant contracts, including a deal with OpenAI to use its Instinct MI450 GPUs in AI infrastructure, with deployment expected in the second half of 2026 [7]. - The company has also won contracts with the U.S. Department of Energy for its Lux and Discovery AI supercomputers [8]. Google's Advancements - Google's Cloud unit is making strides with its Tensor Processing Units (TPUs), which are being utilized by various AI leaders, including Anthropic, which is investing heavily in expanding its AI compute capacity using Google's TPUs [9][10]. - Meta Platforms is reportedly in discussions to use Google's TPUs in its data centers starting in 2027, indicating Google's growing influence in the AI chip market [12]. - Google's new Ironwood TPUs are four times more powerful than previous models, enhancing its competitive position [12]. Competitive Landscape - Both AMD and Google are gaining momentum in the AI chip market, prompting questions about Nvidia's future dominance [13]. - Despite the competition, Nvidia's management believes its market position is secure, as it remains a generation ahead in technology and is the only platform capable of running every AI model [14]. - The AI chip market is large enough to support multiple leaders, suggesting that while Nvidia may remain the king, AMD or Google could emerge as significant challengers [14].

Core Viewpoint - Alphabet is positioned as a leading AI stock for the next decade, potentially surpassing competitors like Nvidia, Tesla, and Meta due to its comprehensive involvement in various AI sectors [2][7][14] AI Ecosystem - AI encompasses a wide range of technologies, with large language models (LLMs) being a significant focus since the launch of ChatGPT [4] - Cloud platforms play a crucial role in AI development, with Nvidia's GPUs being the standard for AI model deployment [5] Alphabet's Strengths - Alphabet's Google Gemini 3.0 is recognized as a powerful LLM, enhancing its position in AI model development [8] - Google Cloud is experiencing rapid growth in AI applications, outpacing larger competitors like AWS and Azure [9] - Alphabet's Waymo unit is leading in the robotaxi market, providing services in five cities and planning to expand to twelve more, including London [10] - The company is also developing humanoid robots through its Gemini Robotics models in collaboration with Apptronik [10] Future Innovations - Alphabet is integrating AI into smart glasses through a partnership with Warby Parker, and aims to develop artificial general intelligence (AGI) by 2030 [11] - Google Workspace tools are being enhanced with agentic AI, and the company is working on a universal AI assistant [12] Investment Proposition - While smaller companies may outperform Alphabet in stock performance over the next decade, Alphabet is viewed as offering the best overall risk-reward proposition in the AI sector [14]

Welcome back to NextGen Investing. It's now time for FOMO and joining us is Marley Kaden, host for the Schwab network of course and we are talking Apple today which is seeing some some news and developments regarding its AI division and I know that's why this is I think becoming such a big deal as we've discussed the story at length but walk us through it here and really like the broader implications that are being perhaps seen by the market. >> Sure.I mean first we'll we'll cover the story itself. their he ...

Core Viewpoint - Warren Buffett has identified Alphabet as a new favorite stock in the quantum computing sector, alongside his existing investment in Amazon, indicating a strategic shift in Berkshire Hathaway's portfolio towards companies involved in advanced technologies [1][4][2]. Company Investments - Berkshire Hathaway has increased its investment in Alphabet by acquiring over 17.8 million Class A shares, valued at more than $5 billion, which is more than double its position in Amazon [4]. - Amazon Web Services (AWS) is developing a quantum computing chip called Ocelot, aimed at reducing costs related to quantum error correction, and offers cloud-based quantum computing services through its Amazon Braket platform [3]. Quantum Computing Advancements - Alphabet's Google Quantum AI is a leader in quantum computing, having achieved significant milestones, including a calculation that would take traditional supercomputers 10,000 years to complete in just 200 seconds [5]. - Google Quantum AI has also demonstrated a prototype of a logical qubit and advancements in quantum error correction, showcasing its potential in the quantum computing field [5]. Advertising Business Strength - Alphabet's advertising business generated $74.2 billion in revenue in the third quarter of 2025, highlighting its robust performance and attractiveness to investors [7]. - Buffett's investment in Alphabet is likely driven more by its strong advertising business rather than solely its quantum computing initiatives [6][8]. Future Prospects - The integration of artificial intelligence (AI) into Alphabet's operations, particularly in Google search and Google Cloud, is expected to enhance its market position [9][10]. - Alphabet's Waymo, a leader in the autonomous ride-hailing market, is also seen as a promising area for future growth [10]. - Quantum computing is anticipated to present significant opportunities for Alphabet in the long term, reinforcing its status as a key player in the technology sector [11].