这一乐观展望是在科技板块面临剧烈波动、市场对AI驱动型企业估值过高及增长放缓的担忧日益加剧 的背景下提出的。富国银行的报告强调，甲骨文在被低估的AI云业务敞口将是支撑其股价看涨的核心 驱动力。 截至2025年12月21日，甲骨文股价收于190美元左右。富国银行的最新预估暗示其潜在目标价可达285美 元。 富国银行认为，市场当前围绕人工智能（AI）投资的悲观情绪显得"过头"了，被严重低估的甲骨文正迎 来重大的价值重估机会。 周一（12月22日），据CNBC报道，富国银行发布最新报告中指出，凭借其AI云基础设施的强劲潜力， 甲骨文股价隐含近50%的上涨空间。 分析指出，如果AI的应用加速落地，这将意味着该股面临显著的反弹机会，这与当前市场普遍存在的 谨慎情绪形成了鲜明对比。 AI悲观情绪"过头"与被低估的云资产 富国银行在分析中详细阐述了看涨逻辑，核心观点在于甲骨文稳健的云基础设施和AI集成是被市场低 估的资产。 据CNBC引述的报告内容，甲骨文近期在AI数据中心的扩张及合作伙伴关系，使其在与竞争对手的博弈 中占据了有利位置。 分析师认为，当前市场对AI领域的悲观情绪主要源于对科技巨头高估值的审查，但这掩盖了甲骨 ...

Amesite has announced the introduction of NurseMagic EMR, an AI-native electronic medical record (EMR) system, for the post-acute care sector. The system extends the company's NurseMagic platform from a point-of-care solution to an enterprise-level infrastructure. NurseMagic currently supports providers in home care, home health, senior living, hospice, and skilled nursing. In less than 18 months since its June 2024 launch, NurseMagic has evolved from an AI tool for individual clinicians to a full AI-native ...

Michael Burry says Nvidia is pushing the idea that building graphics chips that consume more and more power is the best path to advancing AI — and the result could be the US losing the AI race to China. "Exactly and sadly," Burry wrote on X late Saturday, responding to another user's comment that called Nvidia the "gangster of the AI neighborhood" as it has "shut down any narrative that even hints at reducing GPU demand."In another post over the weekend, Burry shared a chart showing China has more than dou ...

【Paychex CEO展望：小微企业劳动力市场稳健，AI 难替"蓝领"岗位】 Paychex首席执行官John Gibson表示，（美国）小微企业劳动力市场正处于"稳健但放缓"的 阶段，并未出现衰退迹象，薪资通胀已有所缓解。尽管财报盈利超预期且上调了全年利润目 标，但因营收指引保守及客户削减非核心开支，公司股价小幅下跌。得益于税收政策的明确和 降息预期，公司对2026年持乐观态度。认为技术更倾向于驱动职业演变而非消灭岗位；由于 公司大部分客户为蓝领（如技工、餐饮业），受人工智能（AI）自动化替代的直接风险较低。 【摩尔线程发布"庐山"GPU芯片，AI性能提升64倍】 今日举办的摩尔线程2025MUSA开发者大会上，摩尔线程创始人、董事长兼首席执行官张建 中宣布，基于摩尔线程最新一代GPU架构"花港"的系列芯片——华山、庐山，将于明年量产上 市。基于花港架构的"庐山"高性能图形渲染芯片，将实现3A游戏渲染15倍的提升，AI性能提 升64倍，光线追踪性能提升50倍。除支持游戏体验外，还支持所有CAD、CAE等图形设计渲 染。 【谷歌的"回流"之年：2025年新聘AI软件工程师中，20%为前员工】 2025年，A ...

New features deliver instant and consistent gesture control, allowing users to complete onboarding entirely on select supported glasses models Yokneam Illit, Israel, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Wearable Devices Ltd. (Nasdaq: WLDS, WLDSW) (“Wearable Devices” or the “Company”), a technology growth company specializing in artificial intelligence (“AI”)-powered touchless sensing wearable devices, today announced two updates designed to simplify and standardize gesture-based interaction across the smart-g ...

Nvidia is preparing to resume shipments of advanced artificial intelligence chips to China, signalling a potential reset in cross-border technology trade after a change in US policy, according to a Re... ...

Key Points Amazon's stock entered the year at a premium valuation. Growth at its AWS segment has been reaccelerating. Advertising is a key part of Amazon's profitability. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) has been a poor stock to own in 2025. The stock is essentially flat for the year, which is disappointing because the S&P 500 is up around 14%. With 2025 being a disappointing year, investors are hoping that 2026 could be a comeback year. However, hope isn't an investme ...

Amazon.com Inc. (NASDAQ:AMZN) is one of the best growth stocks to buy in 2026. On December 16, BMO Capital raised the firm’s price target on Amazon.com to $304 from $300 with an Outperform rating on the shares. Based on feedback from former AWS executives, BMO Capital reported that cloud commitments are intensifying and developers are increasingly gravitating toward the Claude model. With enterprise AI expected to scale by 2027, the firm boosted its assumed AWS growth rate from 23% to 24%. In other news, ...

投资评级与目标价调整 - BMO Capital于12月16日将Alphabet目标价从340美元上调至343美元 维持“跑赢大盘”评级 [1] - Piper Sandler于12月11日将公司目标价从330美元大幅上调至365美元 给予“超配”评级 [3] - RBC Capital分析师Brad Erickson于12月15日维持“买入”评级 目标价为315美元 [3] 谷歌云业务增长动力 - BMO Capital看好谷歌云前景 认为企业AI应用正快速加速 并据此上调了谷歌云未来几个季度的增长目标 [1] - 根据BMO Capital预测 谷歌云增长将在明年第一季度达到峰值 增速为40% [1] 重大基础设施项目 - 巴布亚新几内亚确认选择谷歌建设三条新的海底光缆 以升级该国数字基础设施 [2] - 该项目价值1.2亿美元 由澳大利亚政府根据2025年10月签署的《Pukpuk条约》全额资助 [2] - 该项目名为“Pukpuk连接计划” 旨在连接巴布亚新几内亚南北地区 为该太平洋国家打造高容量、有弹性的数字骨干网 [2] 公司业务概况 - Alphabet在美国、欧洲、中东、非洲、亚太、加拿大和拉丁美洲提供多种产品和平台 [4] - 公司业务通过谷歌服务、谷歌云和其他投资三个部门运营 [4]

Autodesk Inc. (NASDAQ:ADSK) is one of the best growth stocks to buy in 2026. On November 26, BMO Capital raised the firm's price target on Autodesk to $343 from $333 and kept a Market Perform rating on the shares. Despite a difficult sales environment, Autodesk delivered strong Q3 2025 results marked by improving growth and impressive Q4 guidance. BMO Capital remains optimistic due to the continued success of Construction Cloud and the company's ongoing efforts to unify siloed workflows for its industrial a ...