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Uber's CEO has this advice for investors trying to find the real AI winners
MarketWatch· 2026-01-21 05:51
文章核心观点 - Uber首席执行官Dara Khosrowshahi警告企业应避免在人工智能应用上仅仅进行“表演”或作秀 即不应肤浅地追逐人工智能潮流而缺乏实质性的价值创造 [1] 行业趋势与公司策略 - 行业中存在企业可能仅为迎合市场热点而肤浅地部署人工智能的现象 这被Uber首席执行官描述为“表演” [1] - 公司层面需要确保人工智能技术的应用能够产生实际效益和解决核心业务问题 而非流于形式 [1]
Oracle's stock could be a big winner for the next decade, according to this analyst. Here's why.
MarketWatch· 2026-01-21 05:47
Fears over Oracle's AI debt load and OpenAI concentration are overblown — and they mask a massive long- term opportunity, according to Guggenheim. ...
I got hate mail for being a Tesla stock bull — but here's the No. 1 thing many are missing about Elon Musk's AI ambitions
MarketWatch· 2026-01-21 05:40
文章核心观点 - 特斯拉股票目前是投资马斯克人工智能公司xAI及其更广泛帝国构建计划的唯一门户 [1] 公司与战略关联 - 马斯克的帝国构建计划与特斯拉公司深度绑定 [1] - 投资者若想参与xAI等前沿计划,目前需通过投资特斯拉股票实现 [1]
Here's how much risk the U.S. faces if global investors ‘weaponize' American stocks and bonds
MarketWatch· 2026-01-21 05:37
Joseph AdinolfiJoseph Adinolfi is a markets reporter at MarketWatch. ...
Netflix just boosted its case to win Warner Bros. Here's why.
MarketWatch· 2026-01-21 05:29
公司业绩表现 - Netflix季度业绩超出市场预期 表明公司处于强势地位而非出于必要[1] 行业竞争与整合 - 公司正在竞购华纳兄弟探索频道 此举进一步印证了其市场主导地位和战略主动性[1]
Amazon shoppers are switching to cheaper brands as Trump's tariffs raise prices, CEO Andy Jassy says
MarketWatch· 2026-01-21 05:20
核心观点 - 亚马逊首席执行官警告,为规避特朗普关税而提前大量备货的公司库存已耗尽,导致产品价格上涨 [1] 行业动态 - 部分公司为应对潜在关税政策,在去年进行了大规模的产品集中采购 [1] - 当前行业面临库存水平下降的局面,前期囤积的库存已消耗完毕 [1] 价格影响 - 库存消耗导致市场供应紧张,进而推动产品价格上行 [1]
As the dollar slides, currency traders are overlooking a bigger risk around Greenland
MarketWatch· 2026-01-21 05:03
The U.S. dollar was weakening Tuesday, after President Donald Trump's efforts to buy Greenland intensified with threats of tariffs on European countries seen stepping up against his push to exert control over the Danish territory. But some analysts anticipate the geopolitical dispute may wind up being a bigger problem for the euro, even if the currency of the European trading bloc was up against the dollar on Tuesday. "Greenland is a much bigger problem for Europe and the euro in an extreme scenario of a me ...
Trade war redux? Greenland dispute threatens $1 trillion in trade between U.S. and Europe.
MarketWatch· 2026-01-21 04:02
核心事件 - 美国总统特朗普威胁对部分欧洲国家加征新关税 这些国家抵制其获取格陵兰的努力 [1] - 此举使贸易争端重回焦点并扰动了全球金融市场 [1]
Gold and silver hit fresh records as Trump's attack on ‘the existing world order' stokes new surge in metal markets
MarketWatch· 2026-01-21 03:01
Investors are finding few other places to safeguard their portfolios after President Donald Trump threatened new tariffs on European allies. ...
AST SpaceMobile's stock is on a roll. This key factor could make or break its momentum.
MarketWatch· 2026-01-21 02:16
文章核心观点 - 该新闻内容仅包含作者身份信息 未提供任何关于公司或行业的实质性新闻、事件、财报或分析内容 [1] 作者信息 - 文章作者为William Gavin 是MarketWatch的科技领域记者 常驻纽约 [1]