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$谭仔国际(02217)$今天这么猛！

AI四小龙第一股桂冠终于落在了商汤科技身上。 虽然今日开启招股，但商汤身上的争议颇大。 一方面是业务类型高大上，AI技术门槛极高，公司汇集了40位教授、3500多位理工级学霸，年研发费用24.5亿，占总营收的比重高达71%！ 另一方面，人工智能成为时代宠儿，根据相关机构研究，预测2025年中国人工智能软件市场规模高达1671亿元，是2020年的5.66倍，年复合增长率高达41.5%，是仅次于美国的第二大人工智能软件市场。 然而，AI技术在应用方面进展缓慢，当下AI四小龙主攻方向都集中在安防上，如商汤今年上半年来自安防业务的收入占比高达48%。 与政府做生意，颇受投资者诟病，毕竟回款缓慢，还面临一定的不确定性。 虽然有此缺点，但A股安防龙头海康威视依然是大牛股、长牛股，甚至得到著名私募机构高毅资产重仓持有。 因此，商汤此次IPO，你会不会打新？有价值的评论我会打赏50-300不等的虎币哦！ $商汤-W(00020)$ $海康威视(002415)$

Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy

* $Apple$, Amazon fall on dismal holiday-quarter forecast. * $Microsoft$ tops Apple as the most valuable U.S. public company. The S&P 500 had fallen as much as 0.65% earlier in the day. The benchmark index advanced 1.3% for the week, its fourth straight weekly climb, marking its longest weekly streak of gains since April. For the month, the S&P rose 6.9%, its biggest monthly rise since November 2020.The Dow rose 0.4% for the week while the Nasdaq gained 2.7%, also marking four straight weekly ga

I will be going over Intel's Q3 earnings report and talking about its plans to take on AMD and Nvidia in the next couple of years.For the third quarter, Intel reported earnings per share of $1.71, an increase of 59% year over year, which beat its own guidance by $0.61. Revenue came short at $18.1 billion, growing 5% YOY but missing estimates by $0.1 billion. Gross margin was 57.8%, 2.8 percentage points above guidance and up 1.3 percentage points YOY. But the big reason the stock fell close to