https://compass.agiscorecard.com/zh/insights AI-investing insights from legendary investors' public 13F filings and the Compass Consensus Score. Educational; not investment advice. zh-cn https://compass.agiscorecard.com/zh/insights/edge-ai-stocks-2026 https://compass.agiscorecard.com/zh/insights/edge-ai-stocks-2026 Thu, 23 Jul 2026 00:00:00 GMT 边缘 AI(把推理放到设备本地)2026 年市场约 300 亿美元、奔向 2033 年千亿级;on-device 推理约 250–350 亿美元。苹果智能、英伟达 Jetson、高通 Dragonwing 背后,Arm 架构像"通行税"无处不在。用 13F 共识视角拆解这条从云走向端的主线:谁是卖铲人,谁只是蹭概念。 — Edge AI (running inference on the device itself) is a ~$30B market in 2026 heading toward $100B+ by 2033; on-device inference alone is ~$25–35B. Behind Apple Intelligence, Nvidia’s Jetson and Qualcomm’s Dragonwing, Arm’s architecture sits like a toll everywhere. We use the 13F consensus lens to separate the real picks-and-shovels from the concept-chasers as AI moves from cloud to edge. https://compass.agiscorecard.com/zh/insights/ai-advertising-stocks-2026 https://compass.agiscorecard.com/zh/insights/ai-advertising-stocks-2026 Wed, 22 Jul 2026 00:00:00 GMT AppLovin 一季度营收 +59%、AI 广告引擎单日拉涨 27%;Meta 广告收入 +33% 至 550 亿美元、8 百万广告主用上 AI 创意工具;Alphabet 广告 773 亿美元。同一条"AI 变现广告"主线,却分化成猛涨与掉队两组。用 13F 共识视角拆解:哪些是真现金流,哪些只是拥挤交易。 — AppLovin’s revenue rose 59% and its AI ad engine drove a 27% single-day jump; Meta’s ad revenue climbed 33% to $55B with 8M advertisers using AI creative tools; Alphabet’s ads hit $77.3B. One “AI-monetizes-advertising” theme, yet it split into surgers and laggards. We use the 13F consensus lens to separate real cash flow from crowded trades. https://compass.agiscorecard.com/zh/insights/sovereign-ai-stocks-2026 https://compass.agiscorecard.com/zh/insights/sovereign-ai-stocks-2026 Tue, 21 Jul 2026 00:00:00 GMT 英伟达 2026 财年"主权 AI"营收翻三倍至超 300 亿美元;阿布扎比 MGX 关账 490 亿美元基金,沙特 HUMAIN 背靠约 9250 亿美元主权基金、与英伟达签下最多 60 万块 GPU。当国家而非企业成为买家,资本开支下限被抬高——我们拆解这条"二阶"主线的受益链条、以及 13F 里传奇投资人是否也在下注。 — Nvidia’s “sovereign AI” revenue tripled to over $30B in FY2026; Abu Dhabi’s MGX closed a $49B fund and Saudi Arabia’s HUMAIN — backed by a ~$925B sovereign fund — signed for up to 600,000 Nvidia GPUs. When nations, not just companies, become buyers, the capex floor rises. We map this second-order theme’s beneficiary chain — and whether the legends’ 13Fs are betting on it too. https://compass.agiscorecard.com/zh/insights/ai-memory-stocks-correction-2026 https://compass.agiscorecard.com/zh/insights/ai-memory-stocks-correction-2026 Mon, 20 Jul 2026 00:00:00 GMT 7 月 13–17 一周,美光/三星/海力士距高点均超 -20%,SanDisk 自 6 月峰值回撤约 -35%,刚上市的 SK 海力士 ADR 距发行价仅 3.4%。用数据拆解这轮大跌:导火索是什么、基本面(合约价)变了没有、上季度刚集体转进存储的聪明钱现在处境如何、以及接下来该盯哪三个信号。 — In the week of July 13–17, Micron, Samsung and SK Hynix all fell 20%+ below recent highs, SanDisk dropped ~35% from its June peak, and the freshly listed SK Hynix ADR sat just 3.4% above its IPO price. We break down the sell-off with data: what triggered it, whether fundamentals (contract prices) actually changed, where the smart money that piled into memory last quarter now stands, and the three signals to watch next. https://compass.agiscorecard.com/zh/insights/ai-drug-discovery-stocks-2026 https://compass.agiscorecard.com/zh/insights/ai-drug-discovery-stocks-2026 Fri, 17 Jul 2026 00:00:00 GMT 2026 年是 AI 制药"验证之年":15–20 个 AI 设计/发现的药物项目预计进入关键三期临床,Isomorphic Labs 融资 21 亿美元,礼来、诺华重金下注。拆解公开市场的参与路径——从 Tempus(ARK 增持)到 Recursion、再到"卖铲人"英伟达——以及这条赛道独有的风险。 — For AI drug discovery, 2026 is the year of validation: 15–20 AI-designed or AI-discovered programs are expected to enter pivotal Phase III trials, Isomorphic Labs raised $2.1B, and Lilly and Novartis are betting big. We map the public-market entry points — from Tempus (an ARK add) to Recursion to the picks-and-shovels play, Nvidia — plus the risks unique to this lane. https://compass.agiscorecard.com/zh/insights/custom-ai-chips-vs-nvidia-2026 https://compass.agiscorecard.com/zh/insights/custom-ai-chips-vs-nvidia-2026 Thu, 16 Jul 2026 00:00:00 GMT 谷歌 TPU、Meta MTIA、微软 Maia、OpenAI Titan——大厂自研芯片全面开花。2026 年 ASIC 出货增速(约 +45%)已近 GPU 的三倍,博通拿下约六成设计合作。用公开数据与大佬持仓看清这场攻防:英伟达的护城河还剩什么,自研链上谁在赚钱。 — Google TPU, Meta MTIA, Microsoft Maia, OpenAI Titan — hyperscaler custom silicon is everywhere. In 2026 ASIC shipment growth (~+45%) runs near triple that of GPUs, and Broadcom holds roughly 60% of design partnerships. Public data plus legendary-investor positioning show what remains of Nvidia’s moat and who profits on the custom chain. https://compass.agiscorecard.com/zh/insights/institutional-money-flows-2026-midyear https://compass.agiscorecard.com/zh/insights/institutional-money-flows-2026-midyear Wed, 15 Jul 2026 00:00:00 GMT 五个方向看清 2026 年中的机构资金:伯克希尔世纪换仓、对冲基金转战存储链、电力成为新算力、主权基金千亿入场、以及史上最鲜明的多空分歧。全部基于公开 13F 与公开报道,附出处。 — Five directions to read mid-2026 institutional money: Berkshire’s great pivot, hedge funds rotating into the memory chain, power as the new compute, sovereign funds’ $120B entry, and the starkest bull-bear split on record. All from public 13Fs and reporting, fully sourced. https://compass.agiscorecard.com/zh/insights/stablecoins-rwa-ai-2026 https://compass.agiscorecard.com/zh/insights/stablecoins-rwa-ai-2026 Sun, 12 Jul 2026 00:00:00 GMT 稳定币约 3000 亿美元、月交易额超 3.4 万亿;RWA 链上规模约 276 亿美元。当自主智能体开始自己"付钱、结算",AI 与加密出现真实交叉——2025 年每 1 美元加密风投里有 40 美分投向也做 AI 的公司。但用 13F 共识视角看,传奇投资人对这条线大多克制。这本身就是一课。 — Stablecoins near $300B with $3.4T monthly volume; on-chain RWAs around $27.6B. As autonomous agents begin to pay and settle on their own, AI and crypto genuinely cross — in 2025, 40 cents of every crypto-VC dollar went to a company also building AI. Yet through the 13F consensus lens, the legends mostly hold back. That restraint is itself a lesson. https://compass.agiscorecard.com/zh/insights/ai-power-nuclear-gap-2026 https://compass.agiscorecard.com/zh/insights/ai-power-nuclear-gap-2026 Sun, 12 Jul 2026 00:00:00 GMT 数据中心用电占美国比例正冲向 12%(2023 年底约 4.4%);风光间歇性满足不了 AI 的基载需求,核电因此被重新定价。微软、亚马逊、谷歌、Meta 已签核电购电协议,铀价维持在约 86 美元/磅。用长期与共识视角看这条最硬的二阶主线。 — Data centers are racing toward 12% of U.S. electricity (from ~4.4% at end-2023); solar/wind intermittency can’t meet AI’s baseload need, so nuclear is being repriced. Microsoft, Amazon, Google, and Meta have signed nuclear PPAs; uranium holds near $86/lb. We view this hardest second-order theme through a long-term, consensus lens. https://compass.agiscorecard.com/zh/insights/agentic-ai-stocks-2026 https://compass.agiscorecard.com/zh/insights/agentic-ai-stocks-2026 Sun, 12 Jul 2026 00:00:00 GMT 2026 最热的企业软件叙事是"AI 智能体"——你给目标,它自己跨多步完成。但热度背后,CFO 们正在收紧 AI 预算。梳理公开市场敞口(微软、Salesforce、英伟达、谷歌),并用共识视角看谁真被大佬持有。 — The hottest enterprise-software story of 2026 is “AI agents” — give a goal, they execute across steps. But behind the hype, CFOs are tightening AI budgets. We map the listed exposures (Microsoft, Salesforce, Nvidia, Alphabet) and apply the consensus lens. https://compass.agiscorecard.com/zh/insights/should-you-buy-nvidia-investor-actions https://compass.agiscorecard.com/zh/insights/should-you-buy-nvidia-investor-actions Sun, 12 Jul 2026 00:00:00 GMT 关于英伟达的多空吵翻天。与其看观点,不如看动作:段永平大幅加仓,而 Tepper、Coatue 同期减持——分歧本身就是重要信息。用公开 13F 还原大佬们在 NVDA 上的真实分歧。 — The Nvidia bull/bear debate is endless. Skip the opinions, read the actions: Duan Yongping added sharply while Tepper and Coatue trimmed — the disagreement itself is the signal. We reconstruct the legends’ split on NVDA from public 13F filings. https://compass.agiscorecard.com/zh/insights/best-ai-stocks-investor-consensus https://compass.agiscorecard.com/zh/insights/best-ai-stocks-investor-consensus Sun, 12 Jul 2026 00:00:00 GMT 与其听单一分析师喊单,不如看 8 位传奇投资人的集体动作。罗盘共识分把他们的公开 13F 量化为每只 AI 股 0–100 分,每季更新——这是找"强共识 AI 龙头"的另一种视角。 — Instead of one analyst’s call, look at eight legendary investors’ collective actions. The Compass Consensus Score turns their public 13F into a 0–100 score per AI stock, refreshed quarterly — a different lens on “consensus AI leaders.” https://compass.agiscorecard.com/zh/insights/buffett-ai-holdings-2026 https://compass.agiscorecard.com/zh/insights/buffett-ai-holdings-2026 Sun, 12 Jul 2026 00:00:00 GMT 巴菲特一向"不碰科技"?其实伯克希尔的 AI 敞口藏在云与平台里。用公开 13F 拆解他的 AI 相关持仓,并和其他 7 位传奇投资人的共识对比。 — Buffett “avoids tech”? Berkshire’s real AI exposure hides in cloud and platforms. We decode his AI-related holdings from public 13F filings and compare them with seven other legends. https://compass.agiscorecard.com/zh/insights/humanoid-robot-stocks-how-to-invest https://compass.agiscorecard.com/zh/insights/humanoid-robot-stocks-how-to-invest Sat, 11 Jul 2026 00:00:00 GMT 龙头 Figure、Unitree、1X 都还没上市,普通人怎么参与物理 AI?梳理公开市场的敞口:英伟达、特斯拉、UBTECH、小米、现代,以及 ETF(KraneShares KOID)——并用共识分看哪些真被传奇投资人持有。 — The leaders — Figure, Unitree, 1X — aren’t public. So how do you get physical-AI exposure? A map of listed plays: Nvidia, Tesla, UBTECH, Xiaomi, Hyundai, plus an ETF (KraneShares KOID) — and which of them the legends actually hold, via the Consensus Score. https://compass.agiscorecard.com/zh/insights/physical-ai-explained https://compass.agiscorecard.com/zh/insights/physical-ai-explained Sat, 11 Jul 2026 00:00:00 GMT AI 正从"屏幕里"走进物理世界:具身智能与人形机器人。黄仁勋称人形机器人是约 40 万亿美元市场、是英伟达"AI 之后的第二增长曲线";软银孙正义称物理 AI 是下一个万亿美元公司诞生地。用投资人共识的视角看这条最新主线。 — AI is stepping out of the screen into the physical world: embodied intelligence and humanoid robots. Jensen Huang calls humanoid robots a ~$40T market and robotics Nvidia’s second growth curve after AI; SoftBank’s Son calls physical AI the birthplace of the next trillion-dollar company. We view this newest theme through the investor-consensus lens. https://compass.agiscorecard.com/zh/insights/duan-yongping-ai-2026 https://compass.agiscorecard.com/zh/insights/duan-yongping-ai-2026 Fri, 10 Jul 2026 00:00:00 GMT 以苹果、伯克希尔为压舱石的价值投资者,2026 起明显向 AI 倾斜:大幅加仓英伟达、新建 AI 软件股,同时重仓拼多多。对华语读者尤具参考。用公开动作还原他的 AI 组合。 — A value investor anchored in Apple and Berkshire, Duan Yongping tilted toward AI from 2026 — adding Nvidia sharply, opening AI-software positions, and holding PDD. We reconstruct his AI sleeve from disclosed actions. https://compass.agiscorecard.com/zh/insights/cathie-wood-ark-ai-2026 https://compass.agiscorecard.com/zh/insights/cathie-wood-ark-ai-2026 Thu, 09 Jul 2026 00:00:00 GMT 成长派代表 Cathie Wood 押注 AI 的方式和价值派截然不同:重仓下一代算力与云基建。高波动往往意味着高分歧——用罗盘共识分看她的持仓在大佬中是"共识"还是"孤注"。 — Growth-style investor Cathie Wood bets on AI very differently from the value camp: next-generation compute and cloud infrastructure. High volatility often means high disagreement — the Consensus Score shows whether her names are consensus or a lone bet. https://compass.agiscorecard.com/zh/insights/ai-energy-nuclear-stocks https://compass.agiscorecard.com/zh/insights/ai-energy-nuclear-stocks Wed, 08 Jul 2026 00:00:00 GMT AI 的尽头是电力。算力狂飙推高数据中心耗电,把能源、核电、电网变成"二阶"AI 受益方向。这条线索常被追芯片的人忽略——用长期视角和大佬的公开布局审视它。 — AI ends at electricity. Soaring compute drives data-center power demand, turning energy, nuclear, and the grid into second-order AI beneficiaries — a thread chip-chasers often miss. We examine it through a long-term lens and the legends’ disclosed positioning. https://compass.agiscorecard.com/zh/insights/how-to-copy-13f-portfolios https://compass.agiscorecard.com/zh/insights/how-to-copy-13f-portfolios Tue, 07 Jul 2026 00:00:00 GMT "抄大佬作业"听起来简单,做起来全是坑:数据滞后 45 天、只披露多头、不含成本价。讲清 13F 是什么、三个常见陷阱,以及用共识而非单一持仓的正确姿势。 — “Copy the legends’ homework” sounds easy but is full of traps: 45-day lag, longs-only disclosure, no cost basis. We explain what a 13F is, three common traps, and the right way — consensus over any single holding. https://compass.agiscorecard.com/zh/insights/is-ai-a-bubble-investor-view https://compass.agiscorecard.com/zh/insights/is-ai-a-bubble-investor-view Mon, 06 Jul 2026 00:00:00 GMT "AI 泡沫"之争永无定论。与其听观点,不如量化大佬集体的真实动作:AI 共识温度计衡量 8 位传奇投资人本季对 AI 的信念强度,而英伟达的分歧说明市场远没有一致答案。 — The “AI bubble” debate never settles. Instead of opinions, quantify the legends’ actual moves: the AI Conviction Index measures how strongly eight investors back AI this quarter, while the split on Nvidia shows the market is far from a single answer. https://compass.agiscorecard.com/zh/insights/david-tepper-amazon-ai https://compass.agiscorecard.com/zh/insights/david-tepper-amazon-ai Sun, 05 Jul 2026 00:00:00 GMT 当很多人还在追芯片,Appaloosa 的 David Tepper 把亚马逊加成头号重仓,同时减持英伟达、AMD。这是一种"押注 AI 变现端、而非算力军备"的思路。用公开动作与共识分拆解他的逻辑。 — While many chase chips, Appaloosa’s David Tepper made Amazon a top position while trimming Nvidia and AMD — a “bet on AI monetization, not the compute arms race” thesis. We decode it with disclosed actions and the Consensus Score.