Key Points AI-related demand for Micron's high-bandwidth memory (HBM) is accelerating. This strong demand, combined with supply constraints, could enable Micron to nearly quadruple its earnings in two years. Although the consensus price target for Micron is bearish, the tech stock should have significant room to run. 10 stocks we like better than Micron Technology › Many investors have made huge profits from artificial intelligence (AI) stocks over the last 12 months. Nvidia's (NASDAQ: NVDA) shares have surged more than 25%. Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is up close to 70%. Palantir Technologies' (NASDAQ: PLTR) share price has more than doubled. But those AI stocks don't hold a candle to Micron Technology (NASDAQ: MU). This tech stock is up more than 260% over the last 12 months. I think it could go even higher. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Context is king AI isn't just running in data centers. It's running on edge devices such as smartphones and smart glasses. It's running in cars and trucks. And it's becoming even more pervasive. Micron CEO Sanjay Mehrotra stated in an interview earlier this month with CNBC's Jim Cramer, "AI-driven demand is accelerating. It is real. It is here, and we need more and more memory to address that demand." The last part of Mehrotra's statement is critical. Developers of large language models (LLMs) are rapidly expanding the context windows (the amount of data processed at one time) for these systems. The greater the context window, the more memory is required. And not just any memory works. LLMs need high-bandwidth memory (HBM). Mehrotra said in Micron's fiscal 2026 first-quarterearnings callin December, "Memory is now essential to AI cognitive functions, fundamentally altering its role from a system component to a strategic asset that dictates product performance from dat...

Key Points AI-related demand for Micron's high-bandwidth memory (HBM) is accelerating. This strong demand, combined with supply constraints, could enable Micron to nearly quadruple its earnings in two years. Although the consensus price target for Micron is bearish, the tech stock should have significant room to run. 10 stocks we like better than Micron Technology › Many investors have made huge profits from artificial intelligence (AI) stocks over the last 12 months. Nvidia's (NASDAQ: NVDA) shares have surged more than 25%. Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is up close to 70%. Palantir Technologies' (NASDAQ: PLTR) share price has more than doubled. But those AI stocks don't hold a candle to Micron Technology (NASDAQ: MU). This tech stock is up more than 260% over the last 12 months. I think it could go even higher. Context is king AI isn't just running in data centers. It's running on edge devices such as smartphones and smart glasses. It's running in cars and trucks. And it's becoming even more pervasive. Micron CEO Sanjay Mehrotra stated in an interview earlier this month with CNBC's Jim Cramer, "AI-driven demand is accelerating. It is real. It is here, and we need more and more memory to address that demand." The last part of Mehrotra's statement is critical. Developers of large language models (LLMs) are rapidly expanding the context windows (the amount of data processed at one time) for these systems. The greater the context window, the more memory is required. And not just any memory works. LLMs need high-bandwidth memory (HBM). Mehrotra said in Micron's fiscal 2026 first-quarter earnings call in December, "Memory is now essential to AI cognitive functions, fundamentally altering its role from a system component to a strategic asset that dictates product performance from data center to the edge." If context is king for AI systems, HBM is the kingmaker. Following the law Micron projects that the HBM total addressable market will rapidly exp...

格隆汇1月26日｜惠誉：在近期，预计台积电等公司会宣布进一步投资，以符合免税门槛。

树枝断裂、线路覆冰，冻雨结冰是此次出现大规模停电的主要原因；美国能源部发布紧急命令以保障供电 当地时间2026年1月25日，纽约，一场冬季风暴席卷美国大片地区，街道被积雪覆盖。图：视觉中国 【财新网】 席卷美国多地的大规模冬季风暴“Fern”导致全美超过100万户家庭断电，并造成多人在严寒中丧生。未来一周，低温天气仍使当地电网处于巨大压力中。 发布实时停电数据的PowerOutage.us网站数据显示，截至美东时间1月25日16时，全美约107万用户因风暴断电，随后回落至约98.5万户。南部的田纳西州、密西西比州、路易斯安那州、佐治亚州和得克萨斯州受影响最为严重，其中田纳西州和密西西比州断电比例超过10%。

格隆汇1月26日｜万泰生物(603392.SH)公告称，公司全资子公司厦门万泰沧海生物技术有限公司的二价HPV疫苗通过WHO PQT–INS周期性复核，这将有助于公司该疫苗产品未来进一步开拓国际市场。该产品是国内首个、世界第四支预防宫颈癌产品，主要适用于9-45岁女性，用于预防因高危型人乳头瘤病毒（HPV）16、18型所致宫颈癌、2级与3级宫颈上皮内瘤样病变（CIN2/3）和原位腺癌（AIS）、1级宫颈上皮内瘤样病变（CIN1），以及HPV16型、18型引起的持续性感染。

In this article GOOGL NVDA Follow your favorite stocks CREATE FREE ACCOUNT Nvidia and Alphabet's VC arms have backed British AI startup Synthesia in a $200 million funding round, amid a surge of private investment in promising young tech companies seeking to capitalize on the AI boom. The round sees Synthesia hit a $4 billion valuation and was led by Alphabet's GV, with participation from Evantic, Hedosophia, Nvidia's NVentures, Accel, New Enterprise Associates (NEA) and Air Street Capital. It nearly doubles the price tag the startup hit a year ago, when it picked up $180 million in funding, and a valuation of $2.1 billion. Synthesia develops video generation tools for enterprises to be used for internal and external communications. Victor Riparbelli, Synthesia's cofounder and CEO, in a statement, that the funding round was "about scaling" its vision of AI reducing the cost of content creation, and AI video providing "a better, more engaging way for organizations to communicate and learn." "We see a rare convergence of two major shifts: a technology shift with AI Agents becoming more capable, and a market shift where upskilling and internal knowledge sharing have become board-level priorities," he added. watch now VIDEO 41:32 41:32 The rebellious instincts that made Synthesia CEO Victor Riparbelli an AI pioneer Executive Decisions with Steve Sedgwick As part of the raise, Synthesia will facilitate an employee secondary share sale in partnership with NASDAQ at a $4 billion valuation. Europe's AI startups raised a record $21.4 billion in private funding in 2025, according to deal-counting platform Dealroom. U.S. AI companies picked up $162.7 billion that year, but that includes around $70 billion raised by just three companies, OpenAI, Anthropic and xAI. That momentum has continued in 2026. In recent weeks, CNBC reported that OpenAI is in talks with sovereign wealth funds in the Middle East for a round that could total around $50 billion , Anthropic signed a term shee...

USA Rare Earth美股盘前涨超58%，报道称特朗普政府计划向美国稀土公司（USA Rare Earth）注资16亿美元，以加强关键矿产资源的供应保障。美国政府将获得美国稀土公司10%的股份。

WDC261218P00125000 互動股市圖表 | WDC Dec 2026 125.000 put 股市 Yahoo 財經

Only one of the five largest publicly traded companies by market cap isn't currently part of the Dow -- and that appears likely to change in the new year. On May 26, 2026, the iconic Dow Jones Industrial Average (^DJI 0.58%) will celebrate its 130th anniversary since its official inception. When it was initially formed, the Dow was an index dominated by one dozen industrial stocks. But over the last century and change, it's evolved into an encompassing index composed of 30 diverse, multinational, and time-tested companies. But these components aren't static. Since the Dow Jones Industrial Average is a share price-weighted index, companies that underperform over long periods, or those that lose relevancy, either within the index or U.S. economy, are eventually removed and replaced. The index has undergone nearly five dozen changes since 1896, a couple of which are recognized as nothing more than official company name changes or a public company merging with an existing Dow component. Most of these adjustments involve laggards being booted from the Dow in favor of companies with better long-term growth prospects that are more representative of the U.S. economy. In 2026, I believe we'll witness the 60th change in the Dow Jones Industrial Average in 130 years, with telecom titan Verizon Communications (VZ +0.10%) getting the unceremonious heave-ho and a trillion-dollar juggernaut replacing it. Prediction: Verizon gets booted from the Dow in the new year Verizon first entered the ageless Dow Jones Industrial Average in April 2004, replacing its primary rival, AT&T. The proliferation of wireless cellular service, coupled with cellphones becoming something of a basic necessity that consumers and businesses were unwilling to live without, offered a compelling long-term growth story. But several issues strongly suggest Verizon is a candidate to be shown the door in 2026. Expand NYSE : VZ Verizon Communications Today's Change ( 0.10 %) $ 0.04 Current Price $ 39.52 Key Data Po...

Anastasia Korchagina/iStock Editorial via Getty Images Introduction Imagine I tell you about a company that makes pieces of plastic for about $2 each and then sells them for $60 each. This company has gross margins of about 60%. Then I tell you that the company is trading at a huge discount, with a P/E ratio of 7.8 and a Price-to-Sales ratio of 1.2. I imagine you might be interested to hear more. The company I'm talking about is Crocs ( CROX ). Crocs stock is down nearly 60% since its high in November 2021. However, I believe this decline in equity value is attributable primarily to one cause: a poor acquisition of a brand called HEYDUDE. While HEYDUDE has been a poor acquisition, the stock has been overly punished for it in my view. The core Crocs business is still a cash-generating machine that I believe will reward investors in the medium term. Business Overview Crocs' core business is very simple: they sell plastic shoes. But not just any plastic - it's a proprietary material called Croslite, a resin that is responsible for Crocs' distinctive qualities like comfort and lightweight feel. The company also produces add-ons like "Jibbitz charms" which create additional high-margin revenue. The distinctive qualities of Crocs' shoes provide this core business with a narrow moat in a competitive industry. While Crocs' core business was soaring in 2021, management had the unfortunate idea of acquiring another shoe business called HEYDUDE. The idea, according to CEO Andrew Rees , was to "leverage Crocs' strong wholesale relationships to extend distribution" in order to "amplify the HEYDUDE brand". Crocs paid $2.5 billion to acquire HEYDUDE, adding a $715 million goodwill asset to its balance sheet in the process, which has since been written down substantially for impairment. If Crocs' core business is a money printing machine with a proprietary moat and distinctive product, HEYDUDE is just the opposite - it puts the "flop" in flip-flop. Having owned a few pairs of the s...

Key Points AbbVie is a Dividend King with a juicy yield. Coca-Cola has increased its dividend for 63 consecutive years and will likely soon extend that streak. Realty Income offers an ultra-high dividend yield and impressive stability. 10 stocks we like better than AbbVie › Country music singer Willie Nelson was a relatively young 48 when he released a song with the lyrics, "Nothing lasts forever but old Fords (NYSE: F) and a natural stone." Nelson is 92 now, but his sentiment that only a few things last forever is still applicable (though we could probably quibble over exactly which items make the list). Investors sometimes talk about "forever" stocks. However, exceptional stocks that you can truly hold onto for decades are rare. That said, they do exist – and some offer attractive dividends. Here are my picks for the best dividend stocks to buy and hold forever. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » 1. AbbVie Let's start with the fact that AbbVie (NYSE: ABBV) is a Dividend King. To become a member of this exclusive group, a company must increase its dividend for at least 50 consecutive years. AbbVie's streak of dividend increases is now at 53 years, including the time it was part of Abbott Laboratories (NYSE: ABT). Some Dividend Kings offer paltry dividend yields. Not AbbVie. The big drugmaker's forward dividend yield is around 3.2%, almost three times higher than that of the S&P 500 (SNPINDEX: ^GSPC). And AbbVie's yield would be even higher if its stock hadn't delivered such strong gains over the past few years. You might question why I'd include the stock of a company that has existed as an independent entity for only 13 years on the list of the best dividend stocks to buy and hold forever. My first answer is that AbbVie has actually been in business much longer. Its parent, Abbott, was founded in 1888. More importantly, though, Abb...

Staff at a British tech startup are in line for a major windfall after an investment deal valued their company at $4bn (£2.9bn). Synthesia, which is developing artificial intelligence (AI) video technology, was given the price tag after selling a $200m chunk of shares to new investors including Google. It makes the company one of the highest-valued private tech firms in Britain. Existing employees will be able to cash out some of their shares as part of the Google investment, while the funding is also likely to cement a significant paper fortune for the company’s four co-founders, including 34-year old chief executive Victor Riparbelli. Synthesia makes realistic AI avatars used to deliver training videos or safety briefings – taking on work once done by HR staff or recruiters and saving costs for companies. Mr Riparbelli said the technology could “free up hours to do something more productive” and “definitely change jobs and make some jobs more and less important”.

振华风光公告，预计2025年实现归属于母公司所有者的净利润为1.17亿元到1.4亿元，与上年同期相比，将减少1.83亿元到2.06亿元，同比下降56.59%到63.73%。报告期内，公司加强客户关系维护，提升货款催收力度，本期货款收回同比大幅增加，期末应收账款及应收票据规模同比大幅下降，信用减值损失同比减少，增加利润约1.1亿元。但受公司主营业务毛利下降影响，公司整体利润总额同比有所下降。

美力科技公告，公司于2026年1月23日召开第六届董事会第二次会议，审议通过了《关于终止向不特定对象发行可转换公司债券事项并撤回申请文件的议案》，同意公司终止本次向不特定对象发行可转换公司债券事项并向深圳证券交易所申请撤回相关申请文件。公司2024年度股东大会已授权公司董事会全权办理本次向不特定对象发行可转换公司债券的具体事宜，本议案无需提交股东会审议。

Cascade Investment Group Inc. reduced its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 36.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,717 shares of the semiconductor manufacturer's stock after selling 2,697 shares during the period. Broadcom makes up about 1.0% of Cascade Investment Group Inc.'s investment portfolio, making the stock its 25th largest position. Cascade Investment Group Inc.'s holdings in Broadcom were worth $1,556,000 at the end of the most recent quarter. Other hedge funds also recently modified their holdings of the company. Assetmark Inc. raised its holdings in shares of Broadcom by 2.4% in the 2nd quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer's stock worth $469,566,000 after buying an additional 39,466 shares in the last quarter. Capital Counsel LLC NY acquired a new stake in Broadcom in the 2nd quarter valued at $221,000. Waterloo Capital L.P. grew its position in Broadcom by 7.0% in the second quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer's stock valued at $13,331,000 after acquiring an additional 3,180 shares during the period. RiverFront Investment Group LLC raised its stake in Broadcom by 107.6% during the second quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer's stock worth $4,555,000 after acquiring an additional 8,566 shares in the last quarter. Finally, Baltimore Washington Financial Advisors Inc. lifted its holdings in shares of Broadcom by 23.6% during the second quarter. Baltimore Washington Financial Advisors Inc. now owns 46,317 shares of the semiconductor manufacturer's stock valued at $12,767,000 after acquiring an additional 8,829 shares during the period. 76.43% of the stock is owned by institutional investors. Get Broadcom alerts: Sign Up Insider Buying and Selling at Broadcom In other Broadco...

Courier Capital LLC lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 3.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 87,892 shares of the information services provider's stock after selling 3,584 shares during the period. Alphabet accounts for approximately 1.2% of Courier Capital LLC's holdings, making the stock its 16th biggest position. Courier Capital LLC's holdings in Alphabet were worth $21,406,000 at the end of the most recent reporting period. A number of other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new stake in Alphabet in the second quarter worth $4,298,572,000. Vanguard Group Inc. increased its position in Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock valued at $73,927,821,000 after acquiring an additional 5,182,111 shares during the last quarter. Assenagon Asset Management S.A. raised its stake in shares of Alphabet by 73.5% in the third quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider's stock valued at $2,388,775,000 after acquiring an additional 4,154,929 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in shares of Alphabet by 17,547.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider's stock worth $731,331,000 after acquiring an additional 4,099,366 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Alphabet by 330.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,989,463 shares of the information services provider's stock worth $707,691,000 after purchasing an additional 3,062,590 shares during the period. Hedge funds and other institutional investors own 27.26% ...

CX Institutional increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 21.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 111,946 shares of the software giant's stock after purchasing an additional 19,566 shares during the period. Microsoft accounts for about 1.8% of CX Institutional's holdings, making the stock its 15th biggest holding. CX Institutional's holdings in Microsoft were worth $57,983,000 at the end of the most recent reporting period. Several other large investors have also modified their holdings of the company. Norges Bank purchased a new stake in Microsoft during the 2nd quarter valued at approximately $50,493,678,000. Kingstone Capital Partners Texas LLC raised its position in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant's stock worth $45,040,162,000 after buying an additional 90,533,328 shares during the last quarter. Nuveen LLC acquired a new stake in Microsoft in the first quarter valued at $18,733,827,000. Laurel Wealth Advisors LLC boosted its holdings in Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after buying an additional 29,906,791 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in shares of Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds. Get Microsoft alerts: Sign Up Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week: Positive Sentiment: New AI and robotics announcements — Microsoft unveiled robotics/agentic AI initiatives and pushed further into agentic AI for retail and ...

Revolution Medicines美股盘前跌超19%，现报94.33美元。

Russia’s MMC Norilsk Nickel PJSC faces a delay in building a copper smelter on China’s south coast, after its local partner withdrew from the project. Nornickel, as Russia’s biggest miner is known, was ready to sign a deal to begin construction before China’s May holiday period in 2025, but its partner pulled out following management changes, according to people familiar with the matter. Nornickel hasn’t publicly disclosed the identity of that partner. Now the Russian firm is in talks with another potential Chinese partner for the refinery it first proposed in early 2024, the people said, asking not to be identified as the matter is private. The plant in the port city of Fangchenggang in Guangxi region was due to open in 2027, producing 500,000 tons of refined copper a year using concentrate shipped from Russia. The project would bring output of finished products closer to Nornickel’s Chinese customers, who account for more than half its sales as Western buyers increasingly shun Russian metals. It would also allow the Russian company to shut its aging copper plant in Norilsk in 2027, meeting its obligations to cut sulfur dioxide emissions. Read: Russian Miner Moves Closer to Deal for New Copper Plant in China Nornickel faces a dilemma as capacity additions in China have caused smelting margins to collapse, forcing many producers to reassess expansion plans. At the same time, copper prices have hit record highs this year amid strong demand and tight supply from mines worldwide. For Nornickel, building a plant in China would help cut costs as technology sanctions imposed since Russia’s invasion of Ukraine have blocked access to equipment from Europe, the US or Japan. That has made constructing similar projects inside Russia far more expensive than before 2022. The firm’s copper output fell 4% to about 313,000 tons in the first nine months of 2025, reflecting challenge in replacing Western equipment with Chinese alternatives as sanctions bite. The miner also needs to e...

1月20日下午，鄢东副部长在京会见印度驻华大使罗国栋，双方就深化中印经贸合作等交换意见。（商务部网站）

财联社1月26日讯（编辑 卞纯） 本周一，国际金价延续近期的强势上涨态势，再创历史新高，现货黄金连续突破5000美元、5100美元两道大关。而眼下，距离金价突破4000美元关口，仅仅才过去三个多月的时间。 在黄金掀起新一轮涨势之际，分析师指出， 这反映出投资者对庞大政府债务规模的担忧不断加剧 。 “贵金属价格的涨势令人震惊且令人极度恐慌。”布鲁金斯学会高级研究员、国际金融研究所前首席经济学家Robin Brooks周日在Substack平台上写道。 在Brooks看来， 黄金此番创纪录的涨势与央行购买黄金并无太大关联 。他写道，国际货币基金组织（IMF）的数据表明，新兴市场央行的黄金购买量一直保持稳定，并未出现激增的情况。 他还指出，即便外国央行在购买黄金，他们也没有同时购买白银、铂金或钯金。而贵金属普遍存在泡沫这一事实表明，央行并非泡沫的主要推动者。当前的投机性泡沫是由普通投资者所推动的。 相反， 黄金价格的上涨与高负债国家的政府债券市场所面临的压力不断加大相吻合 。由于投资者担心政府大肆举债将持续削弱货币价值，他们纷纷涌入硬资产，参与所谓的“货币贬值交易”。 Brooks认为，黄金价格上涨只是更大趋势的一部分。 “我们正处于一场全球债务危机的开端，市场愈发担心各国政府会试图通过通胀来稀释失控的债务。”身为高盛前首席外汇策略师的Brooks写道。他还提到，日本等债台高筑的国家的债券市场已出现承压迹象。 Brooks还指出， 美元走软可能会进一步推动金价涨势 ，因为这样一来，持有非美元货币的买家就能以更低的成本购入以美元计价的黄金。 “美元2026年开局表现糟糕，这也印证了我的判断：在2025年下半年短暂企稳后，美元的弱势行情将再度开启。美元贬值将极大地推动金价上涨和美元贬值交易，因为这会提升非美元货币持有者的购买力。因此，随着美元疲软再次出现，货币贬值交易也将随之加速。”他写道。 近日，随着美国总统特朗普再次高举关税大棒，市场上“卖出美国”的呼声再起。彭博美元即期指数上周下跌1.6%，创下自5月以来的最大单周跌幅。 此外，资深市场策略师埃德·亚德尼也指出，鉴于美国总统特朗普提议到2027年将军费开支前提高至1.5万亿美元（较当前水平大幅攀升），美国的财政前景正面临严峻挑战。 “我们正警惕债券“义警”对美国发起冲击。”亚德尼周日写道。这里的 “债券义警”，指的是因政...

用一个 PostgreSQL 主库和 50 个只读副本，就顶住了 ChatGPT 上的 8 亿用户！ 近日，OpenAI 的工程师们不仅爆出了这一惊人消息，还直接把 Codex 的“大脑”给扒了个精光。在 OpenAI 官方工程博客主页，OpenAI 工程师、Technical Staff 成员 Michael Bolin 发布了一篇文章，以“揭秘 Codex 智能体循环”为题，深入揭秘了 Codex CLI 的核心框架：智能体循环（Agent Loop），并详细讲解了 Codex 在查询模型时如何构建和管理其上下文，以及适用于所有基于 Responses API 构建智能体循环的实用注意事项和最佳实践。 这些消息传出后，在 Hacker News 等技术论坛及社交平台上获得了高度关注。“看似平淡的技术最终会胜出。OpenAI 正在证明，优秀的架构远胜于花哨的工具。” 值得一提的是，有网友透露，前不久 Anthropic 的一位工程师称“他们用于 Claude Code UI 的架构糟糕且效率低下”。而就在刚刚，X 上出现一条爆料：Codex 已接管 OpenAI 100% 的代码编写工作。 对于“你们有多少百分比的编码工作是基于 OpenAI 模型进行”的问题，roon 表示，“100%，我不再写代码了。”而此前，Sam Altman 曾公开发帖称，“roon 是我的小号。” Codex 的“大脑”揭秘 “每个人工智能智能体的核心都是 Agent Loop，负责协调用户、模型以及模型调用以执行有意义的软件工作的工具之间的交互。” 据介绍，在 OpenAI 内部，“Codex”涵盖了一系列软件智能体产品，包括 Codex CLI、Codex Cloud 和 Codex VS Code 插件，而支撑它们的框架和执行逻辑是同一个。 Agent Loop 的简化示意图 首先，智能体会从用户那里接收输入，并将其纳入为模型准备的文本指令集，该指令集被称为提示词。下一步是通过向模型发送指令并要求其生成响应来查询模型，这个过程称为推理。推理过程中，文本提示词首先被转换为一系列输入 token，随后被用于对模型进行采样，生成新的输出 token 序列。输出 token 会被还原为文本，成为模型的回复。由于 token 是逐步生成的，该还原过程可与模型的运行同步进行，这也是众多基于大...

根据TrendForce集邦咨询最新笔电产业调查，全球笔电品牌自2025年下半年起面临存储器价格显著上涨的压力，2026年初开始，又遭遇CPU阶段性供给缺口、价格调涨的压力，加上包括PCB、电池、电源管理IC等零部件成本同步上行，预估将导致2026年第一季全球笔电出货季减14.8%，恐难符合品牌原先预期。（界面新闻）

Geneos Wealth Management Inc. decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 14.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 202,248 shares of the iPhone maker's stock after selling 34,536 shares during the quarter. Apple comprises approximately 1.3% of Geneos Wealth Management Inc.'s investment portfolio, making the stock its 8th biggest holding. Geneos Wealth Management Inc.'s holdings in Apple were worth $51,498,000 at the end of the most recent quarter. Get Apple alerts: Sign Up Several other large investors have also bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of Apple by 1.1% during the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock worth $290,506,933,000 after purchasing an additional 15,141,995 shares during the period. State Street Corp boosted its holdings in Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after buying an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Apple by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after buying an additional 4,942,638 shares during the period. Kingstone Capital Partners Texas LLC increased its stake in shares of Apple by 573,627.2% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker's stock valued at $39,065,374,000 after acquiring an additional 205,656,808 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Apple in the 2nd quarter valued at approximately $38,942,255,000. 67.73% of the stock is currently owned by institutional investors and hedge funds. Apple Stock Performa...

Howland Capital Management LLC grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 97,335 shares of the social networking company's stock after buying an additional 1,420 shares during the quarter. Meta Platforms accounts for approximately 2.7% of Howland Capital Management LLC's holdings, making the stock its 8th biggest holding. Howland Capital Management LLC's holdings in Meta Platforms were worth $71,481,000 as of its most recent SEC filing. A number of other institutional investors have also recently made changes to their positions in META. Bare Financial Services Inc bought a new stake in shares of Meta Platforms in the 2nd quarter valued at approximately $30,000. Evergreen Private Wealth LLC raised its holdings in Meta Platforms by 237.5% during the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company's stock valued at $40,000 after buying an additional 38 shares during the period. Briaud Financial Planning Inc purchased a new stake in Meta Platforms during the 2nd quarter valued at $42,000. Knuff & Co LLC bought a new stake in Meta Platforms in the second quarter worth $44,000. Finally, WFA Asset Management Corp boosted its stake in Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock worth $49,000 after buying an additional 20 shares during the period. Institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week: Positive Sentiment: Threads ad rollout expands immediate ad-monetization optionality for a 400M+ MAU product, supporting near-term revenue upside. Read More. Threads ad rollout expands immediate ad-monetization optionality for a 40...

Florida Trust Wealth Management Co lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 601,078 shares of the information services provider's stock after selling 12,372 shares during the period. Alphabet comprises about 4.2% of Florida Trust Wealth Management Co's investment portfolio, making the stock its 3rd biggest holding. Florida Trust Wealth Management Co's holdings in Alphabet were worth $146,393,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors and hedge funds have also modified their holdings of GOOG. Capital Advisory Group Advisory Services LLC raised its holdings in shares of Alphabet by 39.4% during the third quarter. Capital Advisory Group Advisory Services LLC now owns 5,258 shares of the information services provider's stock worth $1,281,000 after acquiring an additional 1,487 shares in the last quarter. Quantum Portfolio Management LLC increased its position in Alphabet by 65.4% in the 3rd quarter. Quantum Portfolio Management LLC now owns 20,654 shares of the information services provider's stock worth $5,030,000 after purchasing an additional 8,166 shares during the last quarter. J.Safra Asset Management Corp raised its stake in shares of Alphabet by 27.0% during the 3rd quarter. J.Safra Asset Management Corp now owns 36,083 shares of the information services provider's stock worth $8,788,000 after purchasing an additional 7,672 shares in the last quarter. Oak Ridge Investments LLC raised its stake in shares of Alphabet by 1.8% during the 3rd quarter. Oak Ridge Investments LLC now owns 241,049 shares of the information services provider's stock worth $58,707,000 after purchasing an additional 4,280 shares in the last quarter. Finally, Tred Avon Family Wealth LLC acquired a new stake in shares of Alphabet during the 3rd quarter valued at abo...

Canopy Partners LLC increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 30.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,554 shares of the semiconductor manufacturer's stock after buying an additional 2,214 shares during the quarter. Broadcom accounts for 1.1% of Canopy Partners LLC's investment portfolio, making the stock its 20th largest holding. Canopy Partners LLC's holdings in Broadcom were worth $3,152,000 as of its most recent filing with the Securities and Exchange Commission. Other large investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC bought a new position in shares of Broadcom during the second quarter valued at about $27,000. Legend Financial Advisors Inc. purchased a new stake in Broadcom in the 2nd quarter valued at about $28,000. Teachers Insurance & Annuity Association of America purchased a new stake in Broadcom in the 2nd quarter valued at about $28,000. LGT Financial Advisors LLC bought a new position in shares of Broadcom during the 2nd quarter worth approximately $31,000. Finally, New England Capital Financial Advisors LLC purchased a new position in shares of Broadcom in the 2nd quarter worth approximately $31,000. 76.43% of the stock is currently owned by institutional investors. Get Broadcom alerts: Sign Up Trending Headlines about Broadcom Here are the key news stories impacting Broadcom this week: Broadcom Stock Performance Shares of AVGO stock opened at $320.12 on Monday. The stock has a market capitalization of $1.52 trillion, a P/E ratio of 67.25, a PEG ratio of 1.06 and a beta of 1.21. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The firm's 50 day moving average is $357.20 and its 200 day moving average is $336.16. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. Broadcom (NASDAQ:A...

根据预测平台Polymarket的数据显示，截止本周一，里克里德当选美联储主席的概率为49%，远远领先于排名第二的沃什(28%)。美国财政部长贝森特在达沃斯论坛证实，美国总统特朗普表示“可能最早在1月26日当周”宣布新任美联储主席人选。当前美元指数逼近97关口，据同花顺iFinD数据复盘显示，若里克里德当选美联储主席，美元指数将一步承压走低并利好A股和黄金白银等大宗商品。（附图解）

美股盘前，黄金股普涨，泛美白银涨近6%，科尔黛伦矿业涨超4%，哈莫尼黄金涨近3%。

The FTSE 100 (^FTSE), European and US stocks gained by the afternoon on Monday, as earnings season rolls on with major tech companies slated this week, as well as a US Federal Reserve meeting. Pivotal quarterly reports from four of the "Magnificent Seven" tech megacaps are slated. Microsoft (MSFT), Meta (META), and Tesla (TSLA) are due to post results on Wednesday, and Apple's (AAPL) update is set to follow a day later. Eyes will be on AI spending plans, after Intel's (INTC) downbeat outlook last week highlighted challenges to the AI buildout. At the same time, the Fed's policy decision looms at the end of its two-day meeting on Wednesday, where the central bank is widely expected to hold interest rates steady. Wall Street is wondering how long the Fed will wait to make its next rate cut amid division among policymakers and building tensions with the White House. Trump has hinted he could name his choice of replacement for Powell as soon as this week, with BlackRock's (BLK) Rick Rieder tapped as the favourite. Stocks shook off anxiety at the increasing likelihood of a government shutdown and new tariff threats by president Donald Trump. Over the weekend, Senate Democrats vowed to oppose a funding package that includes financing for the Department of Homeland Security. This followed the fatal shooting by ICE agents of a man named Alex Pretti in Minnesota. Democrats warned that they will not vote for a $1.2tn package to fund federal government operations due to how immigration enforcement is playing out. Trump, meanwhile, levied fresh threats of a 100% tariff on Canadian imports as its prime minister Mark Carney said on Sunday his country had no intention of pursuing a free trade deal with China, which had been a cause of contention for Trump. Investors moved their attention to precious metals and haven assets in response to yet more uncertainty for one of the world's largest economies. Gold futures (GC=F) shot up above $5,000 an ounce while mining stocks lifted Londo...