Eric Trump predicted an “unbelievable” Q4 for crypto back in September 2025, but Bitcoin (CRYPTO: BTC) is down around 20% from Trump’s prediction.Yet, the now-delayed crypto market structure bill could deliver a much-needed catalyst for the crypto sector to kickstart a new uptrend.Trump’s Wrong PredictionEric Trump made his bullish call in late September 2025, projecting Q4 would deliver major gains for crypto based on two catalysts: rising M2 money supply and the Federal Reserve returning to quantitative e ...

公司2025年第四季度业绩表现 - 公司2025年第四季度净利润为5.89亿美元，摊薄后每股收益为0.70美元 [1] - 经调整后净利润为5.76亿美元，摊薄后每股收益为0.69美元 [1] - 季度营收为56.57亿美元，超出市场普遍预期的54.12亿美元 [2] - 调整后每股收益0.69美元，显著超过分析师平均预期的0.55美元 [2] - 首席执行官Jeff Miller表示，公司业绩超出预期，其战略和价值主张带来了差异化的成果 [2] 市场反应与分析师观点 - 业绩公布后，公司股价当日上涨4.1%，收于33.36美元 [2] - Stifel分析师Stephen Gengaro维持“买入”评级，并将目标价从35美元上调至36美元 [4] - Susquehanna分析师Charles Minervino维持“积极”评级，并将目标价从36美元上调至40美元 [4]

公司第四季度业绩表现 - 哈里伯顿公司2025年第四季度净利润为5.89亿美元，摊薄后每股收益为0.70美元 [1] - 经调整后净利润为5.76亿美元，摊薄后每股收益为0.69美元，超出分析师普遍预期的0.55美元 [1][2] - 第四季度营收为56.57亿美元，超出市场普遍预期的54.12亿美元 [2] 管理层评价与市场反应 - 公司首席执行官Jeff Miller表示对第四季度表现及2025年收官感到满意，认为公司战略和价值主张带来了差异化的业绩成果 [2] - 财报发布后，公司股价在周三上涨4.1%，收于33.36美元 [2] 分析师观点与目标价调整 - Stifel分析师Stephen Gengaro维持“买入”评级，并将目标价从35美元上调至36美元 [4] - Susquehanna分析师Charles Minervino维持“积极”评级，并将目标价从36美元上调至40美元 [4]

Interest-rate cuts have always been gold's moment. This cycle, silver could quietly steal the spotlight. As U.S. debt piles up and the cost of servicing it rises, markets are increasingly pricing a more accommodative Federal Reserve —regardless of sticky inflation. That shift, according to Ed Egilinsky, Managing Director and Head of Sales, Distribution & Alternatives at Direxion, could create an unusually powerful macro setup for silver.Track the silver-tracking SLV ETF here."The sizable U.S. debt load and ...

Interest-rate cuts have always been gold's moment. This cycle, silver could quietly steal the spotlight. As U.S. debt piles up and the cost of servicing it rises, markets are increasingly pricing a more accommodative Federal Reserve —regardless of sticky inflation. That shift, according to Ed Egilinsky, Managing Director and Head of Sales, Distribution & Alternatives at Direxion, could create an unusually powerful macro setup for silver.Track the silver-tracking SLV ETF here."The sizable U.S. debt load and ...

As of Jan. 22, 2026, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, acc ...

As of Jan. 22, 2026, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, acc ...

Axcelis Technologies (NASDAQ:ACLS) is currently in Phase 18, the final stage of its 18-phase Adhishthana cycle on the weekly charts. Based on the stock's internal structure, this phase is likely to be characterised by consolidation and sluggish price action rather than a trending move. Here's why.Analysing Axcelis' Triad StructureTo assess how Phase 18 may unfold, it is critical to revisit the stock's Guna Triads.Under the Adhishthana framework, Phases 14, 15, and 16 together form the Guna Triads. These pha ...

文章核心观点 - 随着人工智能和半导体成为国家优先事项，市场正在为中国“十五五”规划将如何重塑其产业格局进行布局，关键问题在于哪些被写入政策的行业能够真正实现商业化成功，而不仅仅是获得政策支持 [1][5] AI自主化：算力与芯片领先 - AI政策定位从独立增长产业转变为必须与制造业、能源系统和实体经济深度融合的能力，强调发展行业级和工业级大模型 [6] - 这使算力需求从企业可选项提升为制度化的基础需求，光通信成为最具代表性的受益者，AI数据中心对800G和1.6T高速光模块的需求推动该领域领先公司股价大幅跑赢市场 [7] - 中际旭创过去一年股价飙升389.7%，市值接近7000亿元人民币，而新易通股价上涨320%，使光模块成为A股AI供应链中表现最强的板块之一 [8] - 半导体政策重点从“全面替代”转向“可部署能力”，对成熟制程以及工业和汽车芯片的需求使中芯国际重回投资者视野，其股价过去一年上涨约80% [8] - 相比之下，AI芯片领域分化显著，寒武纪受行业特定模型和推理工作负载需求推动，过去一年股价上涨超过110% [9] - 壁仞科技作为中国首家本土GPU上市公司，在香港IPO获得约2363倍超额认购，上市后股价上涨约7% [10] 大模型平台化：估值分化 - 随着模型能力逐渐趋同，市场关注点从寻找最强模型转向识别谁能提供可扩展的AI平台，中国的大模型竞争正从初创企业转向主要互联网平台 [11] - 百度（文心大模型）和阿里巴巴（通义千问）虽保持较高的技术知名度，但投资者热情明显不足，百度股价和估值倍数低迷反映市场对其AI能否实质性提振核心广告和云业务持怀疑态度，阿里巴巴股价虽有反弹，但估值复苏受限于云盈利可见度不足 [12] - 腾讯则表现出最稳定的市场表现，其将AI能力嵌入游戏、广告和企业服务，而非强调模型排名，过去一年股价上涨超过50%，保持中国最具价值科技公司地位，这表明投资者更愿意为能明确提升现金流质量的AI叙事买单 [13] AI智能体崛起：从部署到变现 - 比大模型本身更具启示意义的是AI智能体的逐渐兴起，智能体设计为在特定场景中持续运行，主动处理研究、分析、内容生成和工作流协调，这标志着AI从支持工具转变为现实工作流程的嵌入式组件 [14] - 这一趋势已在中国市场显现，例如字节跳动的豆包正被集成到内容创作、数据组织和企业用例中，目标是将AI能力内化为可重复使用的工作模块，作为提升组织和内容生产效率的基础工具 [15] - 这凸显了中美AI发展路径的差异，美国科技巨头继续押注前沿模型能力，而中国更强调快速部署和变现 [16] - Meta在12月底宣布收购中国AI智能体公司Manus，此举凸显了中国AI生态系统优先快速部署和早期变现的实践优势，也为国内AI智能体公司的未来发展开辟了新可能性 [17] 机器人与电力系统：效率成为结构性必需 - 如果AI算力和大模型构成数字经济的基础，那么机器人和电力系统正日益成为支持当前升级浪潮的基础设施，与早期强调技术演示不同，政策制定者和市场现在都关注哪些系统能在实际应用中产生可衡量且可复制的生产力提升 [18] - 机器人领域的关键发展是机器人即服务模式的兴起，通过采用租赁安排或基于用量的定价，RaaS将大额前期资本支出转化为可预测的运营费用，显著降低了企业采用门槛 [19] - 据Counterpoint Research预测，2025年全球人形机器人安装量预计将达到约1.6万台，中国公司占据市场份额前三名，即智元机器人、宇树科技和优必选，累计安装量预计到2027年将超过10万台，主要应用于物流、制造和汽车领域，这些场景最有可能通过RaaS模式产生现金流 [20] - 其中，优必选股价过去一年上涨超过135%，其他参与者如工业自动化公司汇川技术和埃斯顿同期也上涨约30% [21] - 电力与能源系统正与机器人一同被重新定价，AI计算、数据中心和自动化设备的扩张意味着电力不再仅由公司提供更多电量的能力来定义，而越来越取决于对稳定性、灵活性和能源效率的要求，这一转变使一批民营电力设备和储能公司重回投资者视野 [23] - 过去一年，电力电子和储能公司股价出现显著分化，但总体趋势较2023年有所改善，阳光电源股价一度上涨超过一倍，这得益于储能逆变器和大型电站解决方案需求的复苏，促使市场重新评估其从太阳能设备制造商向能源管理平台提供商的转型 [24] - 其他逆变器制造商，包括锦浪科技和固德威，随着海外储能以及工商业应用渗透率的提高，估值也逐步恢复，股价涨幅在40%至80%之间 [25]

SLB N.V. (NYSE:SLB) will release earnings for the fourth quarter before the opening bell on Friday, Jan. 23.Analysts expect the company to report fourth-quarter earnings of 74 cents per share. That's down from 92 cents per share in the year-ago period. The consensus estimate for SLB's quarterly revenue is $9.55 billion (it reported $9.28 billion last year), according to Benzinga Pro.On Wednesday, Stifel analyst Stephen Gengaro maintained SLB with a Buy rating and raised the price target from $48 to $52.With ...