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绕开最高法裁决风险 特朗普动用232条款对部分半导体及关键矿产加征关税
智通财经网· 2026-01-14 22:27
截至目前,白宫尚未就关税的具体范围和实施细节作出进一步回应。市场人士认为,在最高法院关税裁 决悬而未决的背景下,特朗普政府通过232条款推进行业性关税,显示其在贸易政策上的"备用工具 箱"仍在发挥作用。 智通财经APP获悉,美国总统特朗普周三签署两项行政命令,对部分半导体和关键矿产加征关税。根据 白宫随行记者团报告,此次关税依据的是美国贸易法中的国家安全条款,即232条款。 截至周三收盘,半导体板块股票多数下跌,英伟达(NVDA.US)跌1.44%,甲骨文(ORCL.US)、博通 (AVGO.US)跌超4%;AMD(AMD.US)逆市涨超1%。稀土概念板块股票上涨,Critical Metals(CRML.US) 涨超32.5%,MP Materials(MP.US)涨超8.5%,Energy Fuels(UUUU.US)涨超7.6%。 此举正值投资者等待美国最高法院就特朗普政府援引《国际紧急经济权力法》(IEEPA)征收关税合法性 作出裁决之际。市场普遍认为,基于232条款实施的行业性关税,大概率不会受到最高法院裁决的直接 影响。 对于关键矿产关税的具体覆盖范围,目前仍不明朗。Tedford指出,考虑到通胀 ...
QCOM vs. AMD: Which Semiconductor Stock is the Smarter Buy in 2026?
ZACKS· 2026-01-14 16:05
Key Takeaways QCOM is expanding in AI PCs, gaming, and automotive with new Snapdragon chipsets and platform launches.AMD benefits from rising EPYC processor demand, AI-driven cloud adoption, and a growing data center presence.QCOM shows better valuation metrics, while AMD leads in stock gains and projected 2025 revenue growth.Qualcomm Technologies Inc. (QCOM) and Advanced Micro Devices, Inc. (AMD) are premier chip manufacturing firms competing in the mobile, PC and data center markets, with a focus on AI (a ...
美股异动 | 科技股普遍走低 甲骨文(ORCL.US)跌超3%
智通财经网· 2026-01-14 15:14
智通财经APP获悉,周三,科技股普遍走低,截至发稿,Meta(META.US)跌超1.7%,亚马逊 (AMZN.US)跌超1.8%,特斯拉(TSLA.US)跌超1.9%,英伟达(NVDA.US)跌超2.6%,AMD(AMD.US)跌 超2.3%,甲骨文(ORCL.US)跌超3%,奈飞(NFLX.US)、微软(MSFT.US)、谷歌(GOOG.US,GOOGL.US) 跌超1.3%,苹果(AAPL.US)跌0.6%。 ...
Did AMD Just Leapfrog Nvidia?
Seeking Alpha· 2026-01-14 14:46
James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...
Prediction: This AI Hardware Stock Could Become One of the Next $1 Trillion Companies
Yahoo Finance· 2026-01-14 14:35
Key Points Advanced Micro Devices' products are cheaper than Nvidia's. Nvidia's supply problems could open the door for AMD. AMD expects huge data center growth over the next five years. 10 stocks we like better than Advanced Micro Devices › The trillion-dollar stock club is a fairly exclusive group. There have only been 10 U.S.-listed stocks that have breached this valuation level, and there are a few more within striking distance. However, one stock that's a bit far away is Advanced Micro Dev ...
Ecolomondo Recaps a Transformational 2025
Thenewswire· 2026-01-14 14:30
 Montreal, QC – TheNewswire - January 14, 2026 – Ecolomondo Corporation (TSXV: ECM) (OTCQB: ECLMF) (the “Company” or “Ecolomondo”), a leading Canadian innovator in sustainable scrap tire recycling technology, concludes 2025 with great enthusiasm. The year 2025 was transformational for the Company, its Hawkesbury TDP facility and its Thermal Decomposition (“TDP”) proprietary technology. During 2025, the Company achieved several key milestones that materially improved plant efficiency and output at its Hawke ...
Windfall Geotek Congratulates Magna Terra Minerals on Significant Copper Discoveries at the Rocky Brook Project's Restigouche Trend, New Brunswick
Thenewswire· 2026-01-14 14:30
This news release does not constitute an offer of securities.Brossard, Québec - TheNewswire - January 14, 2026 — Windfall Geotek Inc. (CSE: WIN; OTCQB: WINKF) ("Windfall" or the "Company"), a leader in AI-powered exploration for over two decades, confirms that recent copper discoveries by Magna Terra Minerals (TSX-V: MTT) align with high-priority targets generated by Windfall’s AI system in September 2025. This milestone underscores the system’s ability to accurately predict mineralization in the Restigouc ...
NVDA, INTC and AMD Forecast – Chops Stocks Mixed Early on Wednesday
FX Empire· 2026-01-14 14:30
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...
AMD Reimagines Tech Keynote at CES 2026 With an AI-Powered, Immersive Experience
Globenewswire· 2026-01-14 14:04
Core Insights - AMD is emerging as a key player in the AI revolution, driven by unprecedented demand in AI and data center markets, and is focused on high-performance computing to create real-world impact [2] Group 1: AMD's Vision and Strategy - Dr. Lisa Su, Chair and CEO of AMD, delivered a landmark keynote at CES 2026, outlining the company's vision for future AI solutions across various sectors [3] - AMD collaborated with George P. Johnson (GPJ) and Spinifex Group to create an immersive keynote experience that redefined tech presentations [4][5] - The keynote emphasized AMD's central role in the AI ecosystem, showcasing how its technologies are already making a significant impact across industries [5] Group 2: Keynote Presentation and Experience - The keynote opened with an AI-produced film that illustrated the transformative potential of AI in everyday life, setting the tone for the event [7] - AMD partnered with Tool, a creative and AI studio, to produce the film, highlighting the collaborative effort in advancing AI for all [8] - The film was presented on an immersive nine-screen display, enhancing audience engagement and underscoring the importance of AI in modern society [10] Group 3: Outcomes and Industry Impact - The CES 2026 keynote set a new benchmark for how semiconductor and AI leaders can utilize experiential design and storytelling to communicate their vision [11] - AMD's ambitious presentation not only announced the future of AI but also embodied it, showcasing the company's commitment to innovation and leadership in the tech industry [11]
世运电路:公司目前已通过OEM模式切入AMD的供应链体系,目前已完成其全系产品的认证流程
Zheng Quan Ri Bao Wang· 2026-01-14 13:16
证券日报网讯 1月14日,世运电路(603920)在互动平台回答投资者提问时表示,公司目前已通过OEM 模式切入AMD的供应链体系,目前已完成其全系产品的认证流程,当前已正式进入转量产筹备阶段。 ...