Beeneet Kothari says Chinese AI stocks are more attractive as they're in infancy only. Here are names he recommends owning.

东吴证券发布研报称，人工智能产业在过去近20年渡过探索期和成长期，目前正处于快速发展阶段。截至目前在全球范围内，ChatGPT月活用户已突破20亿，成为日常办公、学习的高效工具。国内AI应用同样快速渗透，如“豆包”凭借多模态交互和本土化服务，日活用户超5000万;“元宝”则聚焦职场场景，文档处理、会议纪要功能使用量环比增长200%。C端AI工具正从“尝鲜”转向“刚需”，预计未来两年渗透率将进一步提 ...

While Wood is buying, Morgan Stanley, JPMorgan Chase, and Goldman Sachs are arranging sales of up to $10 billion of CoreWeave ...

Rapid uptake of new AI tools has analysts thinking Salesforce stock can rocket higher over the next 12 months. Shares of beaten-down HubSpot are expected to climb by 59% from a recent closing price.

The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue ...

Sovereign AI refers to a nation’s ability to independently develop, deploy, and govern AI technologies,” the firm explained, ...

One payment, lifetime access, regular updates, and zero monthly guilt are all it takes to start investing more confidently.

如果说欧洲软件股刚面临“寒意”，美国市场的软件巨头们已经处于严寒状态。在科技巨头承载美股再创新高的同时，软件成为科技股中表现最差的板块之一。道指成分股赛富时年内累计下跌30%，而知名“AI受害股”Adobe今年仅下跌25%，但和两年前相比已经腰斩。

Apple is the world's third-largest company by a wide margin, with a $1 trillion gap between it and fourth-place Alphabet .

Cisco looks to be correcting after dropping 4.5% on August 15th, and 7.75% last week, which will give investors another ...

5g -A与AI的融合，犹如一场化学反应，产生了令人瞩目的乘数效应。这种效应放大了每项技术在多个领域的影响，加速了创新步伐，提高了整体效率，极大地增强了客户体验，还孕育出众多新型商业模式。

连续四个季度盈利的业绩表现充分验证了有道在垂直领域的商业化路径已初见成效。当行业仍困于大模型投入与产出的失衡时，有道已迈向从技术领先到商业可持续的关键一步。随着AI技术和应用持续深化，其战略先发优势或将拉开更大身位 。