Most of Wall Street is still bullish on the AI trade in 2026. Peter Boockvar, CIO of OnePoint BFG Wealth Partners, sees it differently. He advises investors not to rely on AI stocks to continue driving growth this year. Wall Street remains bullish on AI, but the investment chief of a $12 billion firm thinks investors need to be careful not to pin all of their hopes on the technology. Peter Boockvar, the chief investment officer of OnePoint BFG Wealth Partners, thinks greater opportunities lie out ...

热点头条 - 英伟达要求海外客户为其H200 AI芯片支付全额预付款，该芯片订单量已超过200万片，并要求台积电增产 [2] - 中国石化与中国航油实施重组，此次中央企业战略性、专业化整合有望降低航空燃料供应成本，增强产业竞争力 [2] - 阿里巴巴淘宝闪购在最新季度战略投入明确，将坚定加大资源倾斜以实现市场份额领先，2026年目标冲刺份额绝对第一 [2] - 雀巢将婴幼儿配方奶粉的全球召回范围进一步扩大至至少50个国家和地区，中国等被纳入召回范围 [2] - 台积电先进制程维持高产能利用率，3nm制程持续供不应求，今年除调高3nm报价外已暂停新案启动，鼓励客户直接评估导入2nm制程 [2] 大中华地区公司要闻 - 中微公司大股东巽鑫投资拟减持不超2%股份，董事长尹志尧拟减持不超29万股 [4] - 华夏幸福2025年年度经营业绩将出现亏损，控股股东及实控人王文学被申请仲裁，涉案金额约64亿元 [4] - 杰创智能拟不超过40亿元采购IT设备及零配件，用于开展云计算业务 [4] - 普利特预计短期内LCP薄膜产品在脑机接口领域不会有规模化订单产生，公司股票已实现4连板 [4] - 紫光国芯开启IPO辅导，AI引爆存储芯片IPO潮 [4] - 长鑫科技科创板IPO申请已正式获得受理 [5] - 吉利汽车获L3级自动驾驶道路测试牌照，搭载千里浩瀚H9方案的极氪9X获得杭州市全域9224平方公里（含超过1500公里双向高快速路）测试牌照 [5] - 汇丰将恒生银行私有化的建议获恒生银行法院会议、股东大会表决通过，预期恒生银行股份于香港联交所的上市地位将于2026年1月27日下午4时正被撤销 [5] - 京东成立“变色龙业务部”，全面承接JoyAI App、JoyInside、数字人等核心AI产品的打造与商业化，第二批自研AI玩具将于1月中旬全面上线 [5] - 安踏体育已提出收购要约，计划购入德国运动服饰品牌彪马29%的股份，但另有知情人士称当前谈判进程已陷入停滞 [5] 美洲地区公司要闻 - 苹果市值跌至全球第三，将于2月24日举行线上年度股东大会，2025年CEO库克总薪酬为7430万美元，“房颤记录”功能获中国药监局批准 [7] - Alphabet凭借AI业务升至全球第二，仅次于英伟达，Android系统更新支持Pixel 9系列与苹果设备互传文件，与西门子深化合作推进工业AI操作系统研发 [7] - Meta Platforms中国商务部对其收购AI平台Manus展开审查，AI雷朋智能眼镜发布推迟 [7] - 微软联合Shopify、PayPal、Stripe推出零售AI Copilot Checkout功能，与Fiserv达成合作将AI嵌入金融服务平台，富国银行将其目标价从700美元下调至665美元，重组GitHub团队强化AI开发并计划停用Sway桌面应用 [7] - 亚马逊康托菲茨杰拉德将其目标价从315美元下调至260美元，要求员工提供工作效率证明，AGL欧盟拼柜运费直降20%，Wayfair接入FBA MCF复用库存履约 [7] - OpenAI于去年秋季设立了一项规模相当于公司总股本10%的员工股权激励池，按该公司10月份5000亿美元的估值计算，该限制性股票单位池价值达500亿美元 [8] 亚太地区公司要闻 - 三星电子重夺全球DRAM市场份额第一，并与高通洽谈2nm芯片代工合作，但Ballie机器人上市计划搁置 [10] - 丰田汽车宣布将Gazoo Racing独立为高性能子品牌，发布欧洲市场专属Urban Cruiser新车，广汽丰田凯美瑞双擎新车型及运动Lite光辉版上市（指导价19.48万元） [10] - LG电子CEO在CES 2026提出“以利润为导向”增长战略，推进可持续发展“循环经济”计划，与三星在音响市场竞争导致Sonos股价下跌5.2% [10] - 三菱日联金融集团宣布将在欧盟设立全能银行以扩大海外融资业务利润，与新奥股份合作推进绿色供应链金融产品落地，旗下三菱地产向华联房托出售悉尼Salesforce大厦部分股权 [10] - SK海力士在DRAM市场份额被三星超越失去全球第一位置，旗下SK On在韩国新增ESS生产线，全力争夺国内储能订单 [10] - 现代汽车集团在CES 2026上宣布人工智能机器人战略，聚焦技术研发与场景应用，未提及具体产品落地时间表 [11] - 川崎重工与日本氢能公司签署合同建造全球最大液氢运输船，容量达40,000立方米，将在香川县坂出工厂建造，该船设计满足2030年代全球氢能需求 [11] - 印度信实工业作为全球最大炼油联合企业，表示若委内瑞拉石油获准出售给非美国买家将考虑购买，其位于古吉拉特邦的两座炼油厂总产能约每天140万桶，可加工委内瑞拉等国更便宜、更重的原油 [11] 欧洲及大洋洲地区公司要闻 - 嘉能可确认正与力拓集团就可能的合并事宜进行初步讨论，各方预计任何合并交易将通过力拓收购嘉能可实现，交易将打造一家企业价值超2600亿美元的矿业巨头，力拓必须在2月5日前宣布其收购意向 [13] - 梅赛德斯-奔驰全新纯电GLC在华申报，轴距加长至3027mm并搭载双电机系统，计划今年上市并推出6座车型，同时将A-Class生产迁至匈牙利工厂以优化成本 [13] - 宝马集团计划在印度推出三款新电动车，目标2026年电动化销量占比达25% [13] - LVMH集团考虑出售旗下腕表品牌真力时 [13]

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks on the Market's Radar. On January 5, Jefferies analyst Brent Thill reiterated a Buy rating on the stock with a $675.00 price target. The firm believes that investors should remain selective in software this year, recommending an underweight position until AI monetisation becomes more visible. Jefferies top mega-cap picks are Microsoft and Meta, along with large-caps Intuit, Atlassian and Oracle. Some of their top predictions for 2026 include str ...

I strongly believe that Microsoft Corporation ( MSFT ) is set to deliver an exceptional 2026, both in execution performance as well as that translating into share prices. This thesis does not try to emphasize how Microsoft isI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...

PayPal is working with Microsoft to support the launch of the tech giant’s Copilot Checkout.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This service allows shoppers to browse and pay without needing to leave Co ...

Key Points As of the end of its fiscal 2026 first quarter, Microsoft had a contracted backlog of nearly $400 billion. Taiwan Semiconductor Manufacturing's dominance of the chip foundry market continues to grow. 10 stocks we like better than Microsoft › Younger investors and high-income Americans are taking a keen interest in artificial intelligence (AI) as a long-term investment theme. In fact, according to The Motley Fool's 2026 AI Investor Outlook Report, 67% of the Gen Z respondents highlighted ...

Payments/financial services technology provider Fiserv has launched an AI-focused partnership with Microsoft.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This new collaboration is designed to further embed artif ...

美股市场整体表现 - 美股三大指数涨跌不一，道指上涨超100点，以科技股为主的纳斯达克指数下跌，标普500指数接近平盘 [2] - 中国资产全线大涨，中概股指数直线拉升涨超1%，港股夜盘两大指数上涨 [3] 军工板块表现 - 军工股成为市场亮点，洛克希德·马丁、诺斯洛普·格鲁门以及Kratos Defense & Security Solutions等公司股价大涨 [5] - 洛克希德·马丁股价上涨7.44%，报533.84美元，成交额10.05亿美元，总市值1237.03亿美元 [6][7] - 诺斯洛普·格鲁门股价上涨6.49%，报614.43美元，成交额6.92亿美元，总市值876.91亿美元 [10] - Kratos Defense & Security Solutions股价振幅达11.62%，总市值178.89亿美元 [12] - 消息面上，特朗普呼吁将2027年国防预算提高至1.5万亿美元，以打造“梦想军队” [14] - 欧洲Stoxx Europe航空航天与国防指数上涨1.1%，Renk和莱昂纳多一度涨幅超过4% [14] 科技板块表现 - 纳斯达克指数承压，纳斯达克100指数一度下跌1%，主要受大型科技股拖累，交易员在人工智能交易强势反弹后开始落袋为安 [15][16] - 存储芯片板块集体暴跌，SanDisk Corporation股价下跌11.75%，美光科技下跌5.12% [17] - 其他主要科技股普遍下跌：安谋下跌4.17%，阿斯麦下跌3.80%，英特尔下跌3.70%，博通下跌3.33%，英伟达下跌1.84%，苹果下跌1.54%，微软下跌1.21% [17] 市场分析与资金动向 - 分析师认为连续上涨后出现获利了结，地缘政治风险仍然很高，市场在为即将到来的财报季做仓位布局 [18] - 投资者等待美国非农就业数据以判断利率路径，货币市场目前计入至少两次、每次25个基点的降息预期 [18] - 地缘政治成为焦点，市场关注格陵兰岛和委内瑞拉的相关事态进展 [18] - 贵金属方面，黄金和白银连续第二天下跌，因投资者为大宗商品指数的年度再平衡做准备，未来几天可能有价值数十亿美元的期货合约被集中卖出 [18][19] - 现货黄金跌破每盎司4450美元，前一交易日已下跌接近1%，白银一度跌破每盎司75美元 [19]

Shares of Microsoft (MSFT) have gained 1% over the past four weeks to close the last trading session at $483.47, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $630.07 indicates a potential upside of 30.3%.The mean estimate comprises 44 short-term price targets with a standard deviation of $41.74. While the lowest estimate of $490.00 indicates a 1.4% increase from the current p ...

核心观点 - 富国银行下调了微软公司的目标股价 [1] 目标价调整 - 富国银行将微软的目标股价从每股700美元下调至665美元 [1]