微信屏蔽元宝、千问红包链接 2月4日上午，记者在微信群中点入好友发出的元宝红包，显示"网页包含诱导分享、关注等诱导行为"， 提醒用户可以通过浏览器访问。随后，元宝红包在微信的分享改为口令的形式。微信安全中心公众号发 文称，微信对以春节为主题集中爆发的过度营销、诱导分享等违规行为进行打击。2月6日，千问在春节 活动的第一天，微信链接也被屏蔽了，部分用户在千问APP点击分享活动至微信好友时，已自动改为复 制口令形式。 【点评】:这场争夺AI入口的春节"撒币"大战，正变得前所未有地复杂与激烈。各厂商抢夺AI入口，但 可能都没有预料到，最激烈的竞争出现在国内最大的社交平台微信上。目前看来，或许微信社交裂变的 方式无法成为任何一家AI应用厂商扩大用户池的杀手锏。或许各大厂商接下来要靠产品实力说话了。 SpaceX收购xAI，马斯克打造AI太空帝国 当地时间2月2日，马斯克旗下的太空探索技术公司SpaceX宣布收购人工智能初创公司xAI。在公告中， 马斯克强调，将xAI并入SpaceX，旨在打造一个"垂直整合的创新引擎"，覆盖从地面到太空的完整技术 链条。该公告发布于xAI官网，并由马斯克本人署名。据外媒援引知情人士消息 ...

AMD turned in strong results, but the stock fell as expectations were high.Advanced Micro Devices (AMD +8.32%) posted strong revenue growth to close out 2025 and issued solid 2026 guidance, but the stock fell as investors were expecting more after the stock had doubled over the past year heading into the fourth-quarter report's release. Meanwhile, investors decided not to give the company credit for an unexpected boost in China revenue that it saw in Q4, which may not repeat.China provides upsideSales of $3 ...

Core Viewpoint - The technology sector has experienced significant losses over the past week, with major companies facing double-digit declines, marking a three-month downturn in tech stocks [1][2]. Group 1: Market Trends - The slump in U.S. technology stocks has persisted for three months, primarily affecting growth stocks, which are companies that typically increase earnings faster than the market average [2]. - Investors have shifted their preference from growth stocks to value stocks, which are less volatile and often have cheaper valuations relative to their earnings and long-term growth potential [3]. - The Russell 1000 Value index has increased by 8.4% since Halloween, while the tech-heavy Russell 1000 Growth index has decreased by 3.7% [4]. Group 2: Investor Sentiment - There has been a notable decline in investor optimism regarding artificial intelligence, which had previously driven technology stock prices higher [6]. - The recent downturn in tech stocks has been exacerbated by a lack of confidence in AI's ability to significantly enhance corporate financial performance and the broader economy [6]. - The rapid rise in tech stock prices has made them vulnerable to sharp declines upon any signs of disappointment, as evidenced by Microsoft's recent stock drop despite beating Wall Street expectations [7]. Group 3: Company-Specific Performance - Advanced Micro Devices (AMD) has seen a decline of almost 21%, Intuit (INTU) is down more than 17%, Micron Technology (MU) has dropped nearly 13%, Microsoft (MSFT) is down about 7%, Nvidia (NVDA) has fallen 9%, and Salesforce (CRM) has decreased by 12.5% [8]. - Microsoft experienced its largest one-day stock drop since March 2020, falling 11% due to signs of slowing cloud revenue, which is closely tied to AI [9].

Nvidia and AMD have delivered significant growth during this AI boom.Many players are participating in the high-growth field of artificial intelligence (AI). But two in particular stand out as they make key tools critical to the development and functioning of AI. I'm talking about chip designers Nvidia (NVDA +8.01%) and Advanced Micro Devices (AMD +8.32%).Nvidia is the chip leader, offering the world's most powerful graphics processing units (GPUs), and this has resulted in incredible growth over the past f ...

Core Insights - The February earnings season has revealed buying opportunities for investors as several companies have delivered strong results, particularly Alphabet and Advanced Micro Devices [1][2]. Alphabet (NASDAQ: GOOGL) - Alphabet reported Q4 2025 revenue of approximately $113.8 billion, reflecting an 18% year-over-year growth, with earnings per share at about $2.82, exceeding market expectations [3]. - For the full year, Alphabet's revenue surpassed $400 billion for the first time, showcasing the strength and resilience of its core businesses [3]. - The company's advertising engine remains a key attraction, with search and digital advertising generating substantial cash flow, while Google Cloud showed strong double-digit growth, reinforcing its long-term growth potential [4]. - Alphabet's expanding AI ecosystem, with deeper integration across various services, positions the company to unlock additional revenue streams, supported by strong cash generation and balance-sheet flexibility [5]. - Over the past year, GOOGL shares have increased by more than 70%, trading at $323 [6]. Advanced Micro Devices (NASDAQ: AMD) - AMD reported quarterly revenue of about $10.3 billion, a 34% increase from the previous year, with net income rising to around $1.5 billion and diluted earnings per share at $0.92 [7]. - On a non-GAAP basis, earnings per share reached approximately $1.53, with a non-GAAP gross margin of about 57% [7]. - AMD's growth is driven by its exposure to data center and AI-related workloads, with EPYC server processors and AI accelerators gaining traction among enterprises and cloud providers [8]. - The company's improving profitability and diversified product portfolio reduce reliance on any single market segment, positioning AMD well for sustained investment in AI and cloud computing throughout 2026 [9]. - AMD stock was trading at $208.44, having rallied almost 100% over the past year [9].

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, Baird analyst Tristan Gerra reiterated an Outperform rating on the stock with a $300.00 price target. The firm anticipates that AMD will benefit from robust AI demand and GPU momentum. The research firm cited several positive developments in the company’s AI-related business segments. One of these includes an acceleration in AI-related x86 server CPU demand. While it did acknowledge that higher prici ...

We recently published 12 Stocks Jim Cramer Talked About.  Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks that Jim Cramer talked about. Chip designer Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares were dealt a hefty blow earlier this week when closed down by a massive 17%. The dip came after the firm’s fourth quarter earnings report. While Advanced Micro Devices, Inc. (NASDAQ:AMD) reported $10.27 billion in revenue and $1.53 in adjusted earnings to beat analyst estimates of $9.67 billio ...

Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.StrategyMost retail investors were mocking MSTR’s decline after the BTC sell-off and it earnings.The stock had a 52-week range of $104.16 to $457.22, trading around $105 to $107 per share, as of the publication of this article. It fell 67.13% over the year and declined by 72.10% over the last six months.MSTR had a weaker price trend in ...

Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.StrategyMost retail investors were mocking MSTR’s decline after the BTC sell-off and it earnings.The stock had a 52-week range of $104.16 to $457.22, trading around $105 to $107 per share, as of the publication of this article. It fell 67.13% over the year and declined by 72.10% over the last six months.MSTR had a weaker price trend in ...

从细分领域看，增长最快、规模最大的芯片类别是英伟达、超威半导体（AMD）和英特尔生产的逻辑 芯片。2025年，这类芯片的销售额增长39.9%，达到3019亿美元。排第二的是存储芯片，在人工智能 （AI）浪潮下，存储芯片供应紧张，导致价格大幅上涨，其销售额增长34.8%，达到2231亿美元。 责任编辑：钟离 当地时间周五（2月6日），美国半导体行业协会（Semiconductor Industry Association，SIA）发布报告 称，半导体行业将在今年首次实现1万亿美元的营收规模，全球芯片销售额将在2026年再增长26%。其 数据显示，2025年全球芯片销售额达到7917亿美元，较上一年增长25.6%。SIA首席执行官John Neuffer 表示："当我们这个行业实现增长时，意味着其他行业将获得指数级的收益。" 财经频道更多独家策划、专家专栏，免费查阅>> ...