Beeneet Kothari says Chinese AI stocks are more attractive as they're in infancy only. Here are names he recommends owning.

消息面上，津上机床中国此前发布控股股东日本津上截至2025年6月30日止3个月业绩，在中国，收入按年同比增加14.1%，达到268.82亿日圆，分部溢利按年同比增加38.1%，达到76.97亿日圆。值得一提的是，公司执行董事兼常务副总经理李泽群此前表示，新财年销售收入将挑战50亿元，有望超越2022财年创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓，预料可带动收入增长。

The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue ...

While Wood is buying, Morgan Stanley, JPMorgan Chase, and Goldman Sachs are arranging sales of up to $10 billion of CoreWeave ...

Sovereign AI refers to a nation’s ability to independently develop, deploy, and govern AI technologies,” the firm explained, ...

Apple is the world's third-largest company by a wide margin, with a $1 trillion gap between it and fourth-place Alphabet .

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如果说欧洲软件股刚面临“寒意”，美国市场的软件巨头们已经处于严寒状态。在科技巨头承载美股再创新高的同时，软件成为科技股中表现最差的板块之一。道指成分股赛富时年内累计下跌30%，而知名“AI受害股”Adobe今年仅下跌25%，但和两年前相比已经腰斩。

A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise ...

根据Bernstein分析师估算，英伟达2025年预计向中国销售约150万片H20芯片，产生约230亿美元收入。这意味着英伟达可能需向美国政府支付超过30亿美元。 AMD的前景目前不包括对中国的MI308出货量，但Melius ...

连续四个季度盈利的业绩表现充分验证了有道在垂直领域的商业化路径已初见成效。当行业仍困于大模型投入与产出的失衡时，有道已迈向从技术领先到商业可持续的关键一步。随着AI技术和应用持续深化，其战略先发优势或将拉开更大身位 。