文章提及标的 多晶硅 -- 广期所多晶硅主力合约大涨5%，报49300元/吨。 涨跌都能赚 盈利就能离场！点击开通期货“T+0、双向交易”特权！>>>

騰訊控股(00700)出現大手買入1.91萬股，成交價$582.0，涉資1.112千萬 AASTOCKS.com

Microsoft Corporation (NASDAQ:MSFT) is included in our list of the best AI data center stocks to buy now. Microsoft Headquarters According to Reuters, on January 26, 2026, Microsoft Corporation (NASDAQ:MSFT) introduced the second-generation of its in-house artificial intelligence processor, Maia 200, as well as new software tools aimed at narrowing one of Nvidia’s strongest competitive moats among developers. The Maia 200, a step up from the initial Maia microprocessor released in 2023, will go online this week at a data center in Iowa, with a second site scheduled for Arizona. The chip is manufactured by TSMC using 3-nanometer technology that features high-bandwidth memory and a large allocation of SRAM, which can boost performance for AI inference workloads such as chatbots that handle major user traffic. In addition to the hardware, Microsoft Corporation (NASDAQ:MSFT) will offer a software stack that includes Triton, an open-source tool with major contributions from OpenAI. This step will address the same programming layer that has long been dominated by Nvidia’s CUDA, reflecting Microsoft’s larger strategy to cut reliance on external suppliers as cloud customers scale AI workloads. On the other hand, in January 2026, Mizuho cut its price target on Microsoft Corporation (NASDAQ:MSFT) from $640 to $620 while retaining an ‘Outperform’ rating. This reduction stems from its analysis of broader coverage of the software sector during this earnings season, with an emphasis on AI-led disruption as a source of concern. Around the same time, Citi lowered its target from $690 to $660, reiterating a Buy rating. The bank believes that although Microsoft Corporation’s (NASDAQ:MSFT) Azure business is expected to remain strong, its other businesses face headwinds related to the PC market’s decline, citing partner and channel checks. Microsoft Corporation (NASDAQ:MSFT) focuses on developing and supporting software, cloud services, and solutions spanning productivity, intelligent ...

NVIDIA Corporation (NASDAQ:NVDA) is included in our list of the best AI data center stocks to buy now. A Reuters report published on January 28, 2026, reported that Chinese authorities confirmed the purchase of more than 400,000 NVIDIA Corporation (NASDAQ:NVDA) H200 Artificial Intelligence chips by three major digital giants: ByteDance, Alibaba, and Tencent. This appears to reflect a calculated change in Beijing’s attitude toward cutting-edge U.S. semiconductors. Beijing’s efforts to balance its growing AI infrastructure with its push to advance domestic chip development are reflected in the approvals granted during NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang’s visit to China, with the conditions yet to be finalized. Even though U.S. authorities allowed Nvidia to export the H200 to China, Beijing maintains final authority. In the past, China has blocked shipments and required foreign chip purchases to be paired with domestic alternatives. Chinese companies are reportedly placing orders for more than two million H200 chips, far exceeding NVIDIA Corporation (NASDAQ:NVDA)’s existing supply, indicating that demand is still strong. While policy restrictions add an element of uncertainty to the pace and volume of future shipments, the H200, which offers about six times the performance of NVIDIA’s H20 chip, has become crucial to China’s race to scale data centers and compete with U.S. AI leaders. NVIDIA Corporation (NASDAQ:NVDA) develops GPUs and accelerated computing platforms for gaming, data centers, networking, automotive, and AI software. With these, the company enables high-performance computing and artificial intelligence workloads for businesses, cloud providers, developers, and consumers worldwide. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era ...

騰訊控股(00700)出現大手買入1.28萬股，成交價$581.5，涉資744.32萬 AASTOCKS.com

文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，沪深京三市成交额超2万亿元，较上日此时缩量249亿元，预计全天成交金额约2.5万亿元。截至目前，沪市成交额8626亿元，深市成交额11229亿元，北证50成交额157亿元。

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...

算力租赁板块持续拉升，利通电子触及涨停 2026-02-03 13:51:57 来源： 同花顺7x24快讯 分享 文章提及标的 南凌科技 -- 青云科技-U -- 创业黑马 -- 首都在线 -- 光环新网 -- 算力租赁 -- 算力租赁（886050）板块持续拉升，南凌科技（300921）盘中创新高，利通电子（603629）触及涨停，顺网科技（300113）涨超15%，网宿科技（300017）涨超10%，光环新网（300383）、青云科技（688316）、优刻得（688158）、创业黑马（300688）、首都在线（300846）跟涨。相关ETF方面，云计算ETF广发（159527）(159527)涨2.07%，成交额831.41万元，云计算ETF(159890)涨1.98%，成交额2980.35万元。消息面上，国内互联网厂商资本开支有望显著上修，阿里（BABA）、字节、腾讯（K80700）等大厂上调开支确认算力需求强景气度。 暗盘资金正涌入这些股票，点击速看>>>

格隆汇2月3日｜国盛证券研报指出，菜百股份是华北黄金珠宝龙头，直营&区域红利助力新成长。2025年公司预计归母净利润10.6-12.3亿元同比增长47.43%-71.07%。公司背靠西城区国资委，管理层&员工激励充分。税改后投资金条份额有望提升，北京金银珠宝社零高景气。2025年北京限额以上金银珠宝零售同比增39.5%，远高于全国大盘增速12.8%；公司在北京历史积淀深厚，且我们预计营收90%以上来自北京区域贡献，有望受益于北京金银珠宝消费高景气。公司为华北黄金珠宝龙头，税改后投资金条份额有望提升，且受益于北京金银珠宝社零高景气。预计2025–27年公司收入各317/435/524亿元，同比增57%/37%/20%；归母净利润各11.7/14.2/15.8亿元，同比增63%/21%/11%；首次覆盖给予“买入”评级。

国民党副主席萧旭岑说，两岸要合作赚世界的钱，不要对立。 据联合新闻网报道，国共两党智库论坛星期二（2月3日）上午在北京开幕，萧旭岑致词。 萧旭岑说，近年两岸关系处于相对不稳定状态，但民间交流积极热络，反映真实民心向背，去年台湾民众赴陆近500万人次，政治气氛的严峻，阻止不了台湾人用双脚表达对两岸关系的期待。 萧旭岑说，去年9月台湾《联合报》两岸关系年度大调查显示，有将近九成台湾民众主张两岸必须维持沟通管道，即使是民进党支持者，也有75%认为不能断绝对话，在这样的主流民意之下，国民党背负着台湾百姓的期待，让两岸再次恢复沟通管道平台。 他说，国共两党共同举办的智库论坛，将两岸产业寻找出路、为两岸人民共谋福祉作为最重要的目标，国民党主席郑丽文特别重视这次论坛，希望讨论台湾产业急需出路发展的问题，例如观光旅游、产业交流合作等，以及前瞻性议题，包括医疗、康养、气候变迁、防灾、AI未来发展、新能源、环保、节能减碳等，相信经过论坛凝聚共识，必能有实质的成果与进展。 萧旭岑说，中华民族经历了百年屈辱，近30年在“两岸中国人”努力下一步一步迈向振兴之路，两岸应互助合作，致力振兴中华，“我们应该要两岸合作赚世界的钱，不要两岸对立，让其他外国渔翁得利来掏空台湾，剥削台湾，让后代子子孙孙无法立足”。 他强调，两岸对立甚至冲突，不符合台湾百姓利益，不符合两岸人民共同利益，更不符合中华民族整体利益，这是绝大多数台湾民众的认知，维系两岸关系和平稳定发展方向，更是台湾社会的普遍主流看法。 根据议程，星期二的论坛包括开幕式、专题发言、分组讨论、闭幕式等议程，星期三国民党一行上午参访北京自驾示范区、两岸科创中心，下午参访清华大学AI学院、碳中和研究院等。

Mitsui press release ( MITSY ): for the nine-month period ended December 31, 2025 reported GAAP EPS of ¥212.89. Revenue of v10356.27B (-5.7% Y/Y). More on Mitsui Mitsui & Co., Ltd. (MITSY) Q2 2026 Earnings Call Prepared Remarks Transcript Mitsui & Co., Ltd. 2026 Q2 - Results - Earnings Call Presentation Mitsui & Co.: Not As Bad As Feared Venture Global and Mitsui sign 20-year LNG agreement Seeking Alpha’s Quant Rating on Mitsui

Pieter Elbers, CEO of IndiGo, discusses the airline’s expansion plans as it targets 10% capacity growth in the fourth quarter. He speaks with Avril Hong on the sidelines of the Singapore Airshow 2026. (Source: Bloomberg)

零售板块异动拉升，新华百货涨停 2026-02-03 13:49:41 来源： 同花顺7x24快讯 分享 文章提及标的 上海九百 -- 三江购物 -- 汇通能源 -- 新华百货 -- 御银股份 -- 德必集团 -- 零售板块异动拉升，新华百货（600785）涨停，三江购物（601116）、御银股份（002177）、上海九百（600838）、汇通能源（600605）、德必集团（300947）跟涨。

来源：金十数据 面对服务业和住房成本的顽固上涨，澳洲联储选择“出手”，成为今年首个加息的主要央行…… 澳洲联储周二上调了基准利率，成为今年首个加息的主要央行，其加息理由是国内通胀压力依然顽固，足以证明重新收紧政策是合理的。 根据一份声明，澳洲联储将现金利率从3.6%上调至3．85%，约等于收回了去年三次降息中的一次。 在2026年的首次会议上，这个九人委员会一致决定采取这一行动，澳洲联储主席布洛克计划于北京时间12点30分举行新闻发布会。 负责制定利率的委员会在声明中表示：“近几个月的广泛数据证实，2025年下半年通胀压力实质性回升。很明显，私人需求的增长快于预期。” 决议公布后，澳大利亚三年期国债收益率跃升5个基点至4.34%，而澳元兑美元短线急速拉升。 在劳动力市场依然紧张的背景下，近期由服务业和住房成本带动的物价回暖让澳洲联储措手不及。澳大利亚去年经历了发达国家中最短、最浅的宽松周期之一。 根据其季度的《货币政策声明》，尽管假设会有两次加息，澳洲联储仍上调了今年对通胀、经济增长和就业的预测。剔除波动较大项目的截尾均值通胀率，预计今年将保持在2-3%的目标区间上方，且在2027年底前不会触及区间中点。 澳大利亚经济正接近产能极限运行，失业率处于历史低位，通胀率回升至2-3%的目标上限上方。本周数据显示，作为就业前瞻指标的招聘广告录得自2022年2月以来最强劲的月度增长。另一组数据显示，1月房价增长保持强劲。 与此同时，澳洲消费者保持谨慎，人均实际支出基本持平，储蓄率小幅走高，家庭正在重建财务缓冲。这也是经济学家预计此次加息是一次性行动，而非新一轮广泛紧缩周期的开始的原因之一。 大多数经济学家目前预计澳洲联储将长期暂停加息，而货币市场定价暗示2026年还将有一次加息，将现金利率推高至4.1%。 在美国方面，交易员仍押注美联储今年将降息两次。这种政策分歧已经引发了对澳大利亚债券的大量抛售，10年期澳债相对于美债的收益率溢价接近自2022年中期以来的最阔水平。 澳洲联储在双重使命下运作，旨在将通胀控制在2.5%的目标区间中点，同时试图保持经济处于最大可持续就业水平。 上周的一份报告显示，备受关注的截尾均值通胀指标在去年第四季度同比攀升3.4%，快于预期。而就在几天前，数据显示澳大利亚去年12月失业率意外回落至4.1%，这两个结果都表明物价强势仍是澳大利亚经济的一个特征...

美團－Ｗ(03690)出現大手買入6.43萬股，成交價$93.3，涉資599.919萬 AASTOCKS.com

騰訊控股(00700)出現大手買入1.31萬股，成交價$581.0，涉資761.11萬 AASTOCKS.com

Digital Realty Trust, Inc. (NYSE:DLR) is included in our list of the best AI data center stocks to buy now. Digital Realty Trust (DLR) Expands Regional Reach with Malaysia Data Center Acquisition Digital Realty Trust, Inc. (NYSE:DLR) confirmed on January 19, 2026, that it will be entering Malaysia by acquiring CSF Advisers, the owners of the TelcoHub 1 data center in Cyberjaya, a major hub for Greater Kuala Lumpur. Supported by over 6,000 fiber cores, the operational facility offers 1.5 megawatts of IT load. The facility, one of Malaysia’s most network-dense locations, houses more than 40 network service providers, offering accessibility to key platforms including AWS, Google, MY IX, and DE-CIX ASEAN. To create a clear runway for growth, Digital Realty Trust, Inc. (NYSE:DLR) plans to acquire land adjacent to the data center to accommodate up to 14 megawatts of additional capacity. The closing of the deals is anticipated in the first half of 2026. Amid AI- and cloud-driven workload advancements, the Malaysian campus will be incorporated into Digital Realty Trust, Inc. (NYSE:DLR)’s PlatformDIGITAL and feature ServiceFabric. With this, the company will work on improving interconnectivity, scalability, and regional reach throughout Southeast Asia. On January 14, 2026, Scotiabank reduced its price target for Digital Realty Trust, Inc. (NYSE:DLR) from $206 to $189 while maintaining its ‘Outperform’ rating. The update came as part of the firm’s revisit to its U.S Real Estate & REITs coverage ahead of the Q4 earnings season. The firm believes that buy-side sentiment is improving in two subsectors, Self-Storage and Multifamily, and that both are unlikely to fall short of FY26 estimates. Digital Realty Trust, Inc. (NYSE:DLR), a data center REIT, offers colocation, interconnection, and dark fiber infrastructure to network carriers, cloud providers, and firms supporting AI, cloud computing, and digital transformation worldwide. While we acknowledge the potential of DLR as an in...

NVIDIA Corporation (NASDAQ:NVDA) is included in our list of the best AI data center stocks to buy now. NVIDIA (NVDA) H200 Chips Key to China’s AI Data Center Expansion Plans A Reuters report published on January 28, 2026, reported that Chinese authorities confirmed the purchase of more than 400,000 NVIDIA Corporation (NASDAQ:NVDA) H200 Artificial Intelligence chips by three major digital giants: ByteDance, Alibaba, and Tencent. This appears to reflect a calculated change in Beijing’s attitude toward cutting-edge U.S. semiconductors. Beijing’s efforts to balance its growing AI infrastructure with its push to advance domestic chip development are reflected in the approvals granted during NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang’s visit to China, with the conditions yet to be finalized. Even though U.S. authorities allowed Nvidia to export the H200 to China, Beijing maintains final authority. In the past, China has blocked shipments and required foreign chip purchases to be paired with domestic alternatives. Chinese companies are reportedly placing orders for more than two million H200 chips, far exceeding NVIDIA Corporation (NASDAQ:NVDA)’s existing supply, indicating that demand is still strong. While policy restrictions add an element of uncertainty to the pace and volume of future shipments, the H200, which offers about six times the performance of NVIDIA’s H20 chip, has become crucial to China’s race to scale data centers and compete with U.S. AI leaders. NVIDIA Corporation (NASDAQ:NVDA) develops GPUs and accelerated computing platforms for gaming, data centers, networking, automotive, and AI software. With these, the company enables high-performance computing and artificial intelligence workloads for businesses, cloud providers, developers, and consumers worldwide. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely underva...

Celestica Inc. (NYSE:CLS) is included in our list of the best AI data center stocks to buy now. BofA Initiates Celestica (CLS) with ‘Buy’ Rating and $400 PT BofA started coverage of Celestica Inc. (NYSE:CLS) on January 28, 2026, with a buy rating and $400 price target. Celestica, a leading provider of white-box switches, will benefit from a solid development in custom ASIC-accelerated servers and an AI-driven upgrade boom for high-speed data center switches. Hence, FY27 is expected to be a strong year, driven by continued gains in market share and the launch of multiple new programs. Furthermore, in response to a DigiTimes report stating that Inventec will play a bigger part in Google’s (GOOGL) TPU manufacturing, RBC Capital reaffirmed its ‘Outperform’ rating and $400 price target for Celestica Inc. (NYSE:CLS). However, following this report, Celestica shares fell on the view that Inventec plans to considerably increase its AI server production capacity in 2026. Yet this drop was seen as an overreaction by RBC Capital as Celestica Inc. (NYSE:CLS) successfully maintains the bulk of TPU assembly volumes to date amid increased production yields. The company is projected to be well-positioned to continue benefiting from strong hyperscaler demand momentum through 2027, despite the fact that competition and share shifts are always concerns that could undermine Celestica’s future growth trajectory. Celestica Inc. (NYSE:CLS), founded in 1994 and headquartered in Toronto, Canada, delivers supply chain solutions worldwide to equipment manufacturers and service providers. While we acknowledge the potential of CLS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 St...

Broadcom Inc. (NASDAQ:AVGO) is included in our list of the best AI data center stocks to buy now. Broadcom (AVGO) Cited As Top Compute Stock Amid Strong AI Semiconductor Demand BofA, in a note dated January 26, 2026, set out the semiconductor market as “stretched semicaps, compelling compute, and half-full analog,” emphasizing compute as the most desirable segment. Broadcom Inc. (NASDAQ:AVGO) was listed as one of BofA’s top four compute stocks, alongside Nvidia, AMD, and Credo. The group currently trades at about 24x CY27 earnings, or 0.5x PEG, which BofA considers a compelling valuation backdrop. Looking ahead, the firm anticipates that this group will generate average sales growth of 42% and adjusted EPS growth of 49% between 2025 and 2027. Expectations that hyperscale cloud providers will reiterate the “mission-critical need” to invest in compute infrastructure support the thesis as well. Meanwhile, BofA’s tracker indicates that cloud capex will grow by 38% year-over-year in 2026, possibly reaching 50%+ by year’s end, while overall free cash flow is still positive. On January 15, 2026, Wells Fargo upgraded Broadcom Inc. (NASDAQ:AVGO) to Overweight, raising its price target from $410 to $430. This comes amid improved entry points and higher revenue projections for AI semiconductors. Earlier, on January 9, 2026, Bernstein demonstrated confidence in Broadcom’s leadership in ASICs despite growing AI competition, reiterating an ‘Outperform’ rating with a $475 target. Broadcom Inc. (NASDAQ:AVGO) focuses on designing and supplying semiconductors and infrastructure software. The company serves the data center, networking, broadband, wireless, and enterprise markets with advanced chip solutions and mission-critical software platforms that support cloud, AI, and connectivity. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI...

Microsoft Corporation (NASDAQ:MSFT) is included in our list of the best AI data center stocks to buy now. Microsoft (MSFT) Highlights Its Growing AI Capabilities in Cloud Services with Maia Chip Launch Microsoft Headquarters According to Reuters, on January 26, 2026, Microsoft Corporation (NASDAQ:MSFT) introduced the second-generation of its in-house artificial intelligence processor, Maia 200, as well as new software tools aimed at narrowing one of Nvidia’s strongest competitive moats among developers. The Maia 200, a step up from the initial Maia microprocessor released in 2023, will go online this week at a data center in Iowa, with a second site scheduled for Arizona. The chip is manufactured by TSMC using 3-nanometer technology that features high-bandwidth memory and a large allocation of SRAM, which can boost performance for AI inference workloads such as chatbots that handle major user traffic. In addition to the hardware, Microsoft Corporation (NASDAQ:MSFT) will offer a software stack that includes Triton, an open-source tool with major contributions from OpenAI. This step will address the same programming layer that has long been dominated by Nvidia’s CUDA, reflecting Microsoft’s larger strategy to cut reliance on external suppliers as cloud customers scale AI workloads. On the other hand, in January 2026, Mizuho cut its price target on Microsoft Corporation (NASDAQ:MSFT) from $640 to $620 while retaining an ‘Outperform’ rating. This reduction stems from its analysis of broader coverage of the software sector during this earnings season, with an emphasis on AI-led disruption as a source of concern. Around the same time, Citi lowered its target from $690 to $660, reiterating a Buy rating. The bank believes that although Microsoft Corporation’s (NASDAQ:MSFT) Azure business is expected to remain strong, its other businesses face headwinds related to the PC market’s decline, citing partner and channel checks. Microsoft Corporation (NASDAQ:MSFT) focuses on devel...

Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the best AI data center stocks to buy now. KeyBanc Remains Bullish on Amazon.com (AMZN) Amid Improved FY26 and FY27 Estimates Pixabay/ Public Domain On January 28, 2026, KeyBanc analyst Justin Patterson reaffirmed his Overweight rating and increased his price target for Amazon.com, Inc. (NASDAQ:AMZN) from $303 to $308. The firm’s bullish stance reflects improvements in the company’s revenue and EPS projections for 2026 and 2027. According to KeyBanc, market projections continue to overestimate possible risks from agentic commerce and advertising-related pressures. Furthermore, the firm says projections are underestimating the rate of AWS re-acceleration in 2026. While investors continue to reassess the durability of Amazon’s cloud and consumer ecosystems, the analyst pointed toward growing momentum in the grocery market. Accordingly, the firm includes Amazon as its top large-cap idea across the Internet and Retail sector. Moreover, on January 28, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) announced 16,000 corporate layoffs. This move is part of the company’s plan to cut roughly 30,000 posts (10% of its corporate workforce) since October. Management presented the layoffs as part of an attempt to increase ownership and decrease bureaucracy, reinforcing its broader push toward efficiency and automation. Amazon.com, Inc. (NASDAQ:AMZN) focuses on operating global e-commerce and cloud platforms that include online retail, advertising, subscriptions, and Amazon Web Services. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That W...

EvgeniyShkolenko/iStock via Getty Images If you have been to China lately, you may have noticed that a few of the traffic cops are robots. They are clad in standard police uniforms and mirror shades, so it is only when you get close that you notice that the “hair-in-a-bun” tucked up into a classic meter maid hat is actually a wig. It is crafty prop and one that pedestrianizes the intrusion of a rather radical new future: a world where we take instruction from humanoid robots. In China, 2026 is shaping up to be the year of the robot. American investors might want to take note. It won’t manifest early, but by the late Spring even the US financial press will pick up on the drumroll of IPOs shaking the Hong Kong and Shanghai markets. China presently has 150 companies working on humanoids, and of these, many of the biggest –Agibot, Unitree, Galbot, Xinghaitu, Zhongqing Robot, and Magic Atom-- are planning to go public this year. According to a recent NBC report, China deployed more than 595,000 industrial robots and 13.5 million service robots in 2025. Goldman Sachs projects continued market expansion in the country, forecasting a compound annual growth rate of 41.8% over the next ten years. China’s robotics market will hit $108 billion by 2028 according to Morgan Stanley. The coming IPOs will certainly stoke interest. In the West, the humanoid sector has been more of a slow burn, though the $2.5 billion of VC investment invested in the sector in 2024 is starting to manifest itself. Boston Dynamics recently unveiled its first business-ready Atlas model . Last week, Elon Musk stated he plans to close the Model S and X lines in favor of a pull court press with Optimus, essentially keeping Tesla in the “big sky innovation" business as EVs become commodified. As a US investor, how does one invest in this emerging new driver of societal productivity, particularly at this early stage with so much East Asian talent? The short answer: KOID The ETF The KraneShares Global Humanoid...

Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the best AI data center stocks to buy now. KeyBanc Remains Bullish on Amazon.com (AMZN) Amid Improved FY26 and FY27 Estimates Pixabay/ Public Domain On January 28, 2026, KeyBanc analyst Justin Patterson reaffirmed his Overweight rating and increased his price target for Amazon.com, Inc. (NASDAQ:AMZN) from $303 to $308. The firm’s bullish stance reflects improvements in the company’s revenue and EPS projections for 2026 and 2027. According to KeyBanc, market projections continue to overestimate possible risks from agentic commerce and advertising-related pressures. Furthermore, the firm says projections are underestimating the rate of AWS re-acceleration in 2026. While investors continue to reassess the durability of Amazon’s cloud and consumer ecosystems, the analyst pointed toward growing momentum in the grocery market. Accordingly, the firm includes Amazon as its top large-cap idea across the Internet and Retail sector. Moreover, on January 28, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) announced 16,000 corporate layoffs. This move is part of the company’s plan to cut roughly 30,000 posts (10% of its corporate workforce) since October. Management presented the layoffs as part of an attempt to increase ownership and decrease bureaucracy, reinforcing its broader push toward efficiency and automation. Amazon.com, Inc. (NASDAQ:AMZN) focuses on operating global e-commerce and cloud platforms that include online retail, advertising, subscriptions, and Amazon Web Services. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That W...

Broadcom Inc. (NASDAQ:AVGO) is included in our list of the best AI data center stocks to buy now. Broadcom (AVGO) Cited As Top Compute Stock Amid Strong AI Semiconductor Demand BofA, in a note dated January 26, 2026, set out the semiconductor market as “stretched semicaps, compelling compute, and half-full analog,” emphasizing compute as the most desirable segment. Broadcom Inc. (NASDAQ:AVGO) was listed as one of BofA’s top four compute stocks, alongside Nvidia, AMD, and Credo. The group currently trades at about 24x CY27 earnings, or 0.5x PEG, which BofA considers a compelling valuation backdrop. Looking ahead, the firm anticipates that this group will generate average sales growth of 42% and adjusted EPS growth of 49% between 2025 and 2027. Expectations that hyperscale cloud providers will reiterate the “mission-critical need” to invest in compute infrastructure support the thesis as well. Meanwhile, BofA’s tracker indicates that cloud capex will grow by 38% year-over-year in 2026, possibly reaching 50%+ by year’s end, while overall free cash flow is still positive. On January 15, 2026, Wells Fargo upgraded Broadcom Inc. (NASDAQ:AVGO) to Overweight, raising its price target from $410 to $430. This comes amid improved entry points and higher revenue projections for AI semiconductors. Earlier, on January 9, 2026, Bernstein demonstrated confidence in Broadcom’s leadership in ASICs despite growing AI competition, reiterating an ‘Outperform’ rating with a $475 target. Broadcom Inc. (NASDAQ:AVGO) focuses on designing and supplying semiconductors and infrastructure software. The company serves the data center, networking, broadband, wireless, and enterprise markets with advanced chip solutions and mission-critical software platforms that support cloud, AI, and connectivity. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI...

NVIDIA (NVDA) H200 Chips Key to China’s AI Data Center Expansion Plans Yahoo Finance