These stocks have excellent track records of stock market performance, but they are far from having peaked.Investing in stocks is a great way to save for retirement. With enough time, even modest sums invested regularly can grow significantly and help people become rich -- or at least significantly richer -- by the time they are ready to leave the workforce. However, it's crucial to invest your money in the right stocks, as many will destroy their shareholders' wealth or lag behind the broader market.Two co ...

Cloud computing companies have a huge growth runway.Finding stocks that you can buy and hold forever is a smart goal. By identifying and investing in these companies, you can shift your focus to other stocks while just letting these safe choices do their thing. However, investors must identify a trend that allows these companies to succeed over the long term; otherwise, they could turn out to be losing picks.Three stocks that I think are worth buying and holding forever are Microsoft (MSFT 0.88%), Alphabet ...

These three stocks have huge growth opportunities ahead.Growth stocks continue to lead the market higher, and with artificial intelligence (AI) still in its early innings, that looks like the strong growth could continue over the next few years. Even though the market is trading near all-time highs, there are still plenty of stocks with good upside from here.Let's look at three stocks with huge growth opportunities still in front of them that could soar by 2028. 1. BroadcomAs the AI market starts to shift t ...

Alphabet's stock looks relatively cheap compared to the rest of the "Magnificent Seven."Whenever a publicly traded business faces a big risk or unknown, that can weigh on its valuation. For Alphabet (GOOG 0.21%) (GOOGL 0.28%), the tech giant that owns Google and YouTube, the big concern recently was that antitrust lawsuits would result in it being forced to sell off key parts of its business.Although Judge Amit P. Mehta did rule earlier this month that the company has operated a monopoly in search, he did n ...

核心观点 - 作者对Alphabet/Google的看涨观点自4月底以来表现优异 股价上涨约62% 显著超越美国整体市场 [1] 作者背景 - 作者为首席财务官 在油田和房地产行业拥有超过十年财务经验 [1] - 主导过众多复杂的尽职调查和国内外并购交易 [1] - 近年专注于上市公司股权研究分析 为迪拜某家族办公室提供研究服务 该机构管理资产超过2000万美元 [1] - 擅长分析财务报表 评估市场趋势 识别不同行业的增长驱动因素 [1] 持仓披露 - 作者通过股票、期权或其他衍生品持有Alphabet/Google的多头头寸 [2] - 文章为作者个人观点 未获得除Seeking Alpha外任何形式的报酬 [2] - 与所提及公司无任何业务关系 [2]

衡宇 发自 凹非寺 量子位 | 公众号 QbitAI 谷歌DeepMind正式发布 新一代通用机器人基座模型 ——Gemini Robotics 1.5系列。 它不止于对语言、图像进行理解，还结合了视觉、语言与动作 （VLA） ，并通过具身推理 （Embodied Reasoning） 来实现"先思考，再行 动"。 全球首个具备模拟推理能力的具身模型来了！ 这一系列由两大模型组成： 其中，ER代表"具身推理"。 这意味着GR-ER 1.5是全球首个具备模拟推理能力的具身模型。 不过， GR-ER 1.5并不执行任何实际操作 ，GR 1.5正是为执行层而生。 两者结合，能让机器人不仅完成"折纸、解袋子"这样的单一动作，还能解决"分拣深浅色衣物"甚至"根据某地天气自动打包行李"这种需要理解 外部信息、分解复杂流程的多步任务。 甚至，它能根据特定地点的特定要求 （比如北京和上海的不同垃圾分类标准） ，自己上网搜索，以帮助人们完成垃圾分类。 而且用上GR 1.5系列的模型，还能够在多种不同的机器人之间进行能力的零样本跨平台迁移。 Gemini Robotics 1.5 （GR 1.5） ：负责动作执行的多模态大模型； ...

美国政策与政治环境 - 司法部正加强反垄断力度 要求联邦法官强制分拆谷歌(GOOG GOOGL)以促进在线展示广告行业竞争[2] - 学生贷款减免积压案件已影响74,510名借款人 甲骨文(ORCL)被指定负责TikTok出售中的美国用户数据安全[3] - 美国劳工委员会撤销对苹果(AAPL)首席执行官蒂姆·库克的指控 显示监管态度转向更商业友好[5] - 政治层面出现针对反对者的行动 要求微软(MSFT)解雇丽莎·摩纳哥 并对前联邦调查局局长詹姆斯·科米提起刑事指控[4] 全球贸易与经济指标 - 中国宣布不再主张WTO特殊待遇 五个月来出口行业顶住美国高额关税压力 对非美市场出货量激增[6] - 标普500自由现金流收益率降至2.58% 为全球金融危机以来最低水平 日本10年期国债收益率升至2008年以来最高[7] - 法国遭遇两周内第三次信用评级下调 Scope评级将其展望降至负面 因债务上升和政治僵局[7] - 美国将对欧盟和日本药品维持15%关税上限 英国据悉准备提高药品支付价格以安抚特朗普和制药集团[8] 医疗保健与技术产业 - 强生(JNJ)首席执行官对美国制药创新保持乐观 尽管面临政府政策挑战 但七年前已私下承认产前使用泰诺与儿童自闭症可能存在关联[10] - 疾控中心移除网站中关于性别认同与健康公平的十余个页面[11] - 投资者汤姆·李宣称"正处于AI超级周期 英伟达(NVDA)估值便宜" 美国家庭股票配置比例在6月底达到创纪录的66%[12] 企业动态与资本市场 - Pine Gate正与贷款机构进行债务重组谈判 可能根据破产法第11章申请破产[13] - 辛克莱广播集团将在ABC附属频道恢复播放《吉米·坎摩尔直播秀》 结束数十个城市的停播状态[13] - 五角大楼将延迟的无人机项目移交秘密作战单位 加速为潜在对华冲突做准备[11]

在CES，看见未来的轮廓 CES被业界誉为"消费电子春晚"，一直是全球科技潮流的风向标。在这里，你将见证技术从概念到落地的完整轨迹。 回顾今年年初的CES，几个趋势已清晰可见，为我们预判明年指明了方向：人工智能不再是孤立的功能，而是如水电般融入产品的底层能力。 2025的CES展，它们分别是： 首先，具身智能机器人从实验室迈向家庭。 斯 坦福机器人实验室孵化的家庭服务机器人已能完成煮咖啡、整理衣物等复杂任务；而中国企业宇 树科技展示的双足机器人，则在运动平衡上取得了重大突破，预示着智能家居的下一个形态。 资本视角的投资逻辑。助你构建创新认知框架，把握AI时代发展先机。 点击上图▲立即报名 被誉为"全球科技年度盛会"的CES，将于2026年1月在美国拉斯维加斯再度揭幕。 今年我们将继续组团带大家去现场深度观展；随后深入硅谷创新腹地，参访斯坦福大 学、Google、Meta和500 Global等顶尖机构，并与AI硬件等专家零距离对话，探 讨行业趋势与机遇，你将收获顶尖学府的创新思维、科技巨头的AI布局与实践、以及 如果说有一个地方能够让你一眼看透未来十年的科技趋势，那一定是每年1月在美国拉斯维加斯举办的国际消费 ...

Ken Griffin of Citadel just made a bold proclamation about Alphabet's size in the artificial intelligence (AI) realm.Ken Griffin, the billionaire hedge fund manager and CEO of Citadel, recently turned heads after making a striking observation about Alphabet (GOOG 0.21%) (GOOGL 0.28%). During an interview at Stanford Business School, Griffin proclaimed that Alphabet wields comparable levels of computational power as the fifth-largest country in the world.This is not mere hyperbole. Griffin's remark underscor ...

Thesis: Companies may be struggling to figure out how to spend their money. Excess cash, especially among big tech companies, and the fear of missing out could fuel an AI bubble as companies make risky and potentially excessive bets onMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many u ...