每经AI快讯，1月31日，美股三大指数收盘集体下跌，道指跌0.36%，1月累涨1.73%；纳指跌0.94%，1 月累涨0.95%；标普500指数指数跌0.43%，1月累涨1.37%。科技股普跌，AMD跌超6%，英特尔跌超 4%。黄金、白银股大幅下挫，全球最大白银ETF--iShares Silver Trust跌28%，科尔黛伦矿业跌超16%， 金田跌超14%。 ...

Group 1 - OpenAI and Anthropic are accelerating their timelines towards potential 2026 initial public offerings, which may prevent a near-term slowdown in AI infrastructure spending, benefiting companies like Nvidia, Amazon, and Microsoft [1] - OpenAI needs to demonstrate technical dominance to justify a "frontier leader" narrative for its IPO, while Alphabet is currently favored to hold the "best model" title, creating pressure for private labs to invest heavily in compute [2] - The IPO pressure may shift behavior in the AI infrastructure sector, making compute a primary lever for valuation growth, thus maintaining an "accelerating" regime in AI infrastructure [3] Group 2 - Amazon is reportedly in talks to invest up to $50 billion in OpenAI, indicating a potential strategic shift in cloud partnerships as OpenAI seeks to diversify its infrastructure beyond Microsoft [4] - A significant change in Polymarket odds away from Google could signal a narrative shift, and a confirmed multi-billion dollar investment from Amazon would likely alter the competitive landscape for cloud providers [5]

Advanced Micro Devices (NASDAQ: AMD) stock tumbled 5% through 2:35 p.m. ET Friday -- but maybe it should not have? In a note out this morning, Wells Fargo analyst Aaron Rakers both identified the catalyst behind today's AMD stock decline and also explained why he thinks today's sell-off is a mistake. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. Risk and ...

Decoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s why I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, everybody knows the market is forward looking, b ...

As of January 29, 2026, Advanced Micro Devices (AMD) stock has outperformed most of its peers over the last year. Nevertheless, how does it really stack up against competitors that are rapidly growing in the flourishing AI and data-center market? A detailed review shows solid revenue growth and positive free cash flow; however, profitability margins, particularly operating margins, are lagging behind industry frontrunners such as NVIDIA (NVDA) and Broadcom (AVGO).Lisa Su, chairwoman and CEO of Advanced Micr ...

作为一款专为超频而设计的旗舰主板，iGame X870E火神特化了内存超频布线与双槽位设计。两条内存 插槽都采用了金属强化处理，与其他超频的板子不同的是双槽均采用单边卡扣设计。这种每通道一个 DIMM的设计，彻底消除了信号干扰。也让iGame X870E火神在年初打破了锐龙79800X3D的超频记 录，将其频率推至7335.48MHz，较默认状态下的5225MHz，提升幅度高达40%。跻身该型号CPU高频 排行TOP1，充分说明了iGame X870E火神用料扎实、性能优异。 除此之外，iGame X870E火神还配备了一键超频按钮、BCLK基频系统内调节按钮，甚至还有液氮超频 下使用更稳定的PS/2键鼠接口，诸多超频专用的设计，甚至是不用进入BIOS都能完成超频，对于玩家 来说操作更加便捷，看来七彩虹这次对于超频主板的升级非常用心。 【ZOL中关村在线原创导购】当时针拨动到2026年1月，AMD在今年的CES上正式发布了AMD 锐龙7 9850X3D处理器，作为X3D系列的最新成员，如果说9800X3D是强的话，那么9850X3D就是又快又强。 在Zen 5架构和3DV-Cache技术的加持下这颗处理器，实 ...

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price.  Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer discussed. Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 115% over the past year and by13% year-to-date. The firm’s exposure to the AI sector has seen several analysts discuss the stock. For instance, Bernstein raised Advanced Micro Devices Inc. (NASDAQ:AMD)’s share price target to $225 from $200 and kept a Market Perform rating. The f ...

每经记者｜岳楚鹏 每经编辑｜段炼 兰素英 ⑥ 【Q2业绩大超预期，闪迪涨超20%】当地时间1月29日， 闪迪2026财年Q2财报显示，得益于AI存储需求的激增，闪迪当季营收30.3亿美元，同比增长 61.2%，高于26.9亿美元的普遍预期；每股收益为5.15美元，而市场普遍预期为3.54美元。调整后毛利率为51.1%，远强于42%的预期。截至发稿，闪迪上 涨20.9%。 ⑦ 【特朗普宣布美联储主席提名人选】1月30日，据新华社报道，美国总统特朗普30日提名美联储前理事凯文·沃什为下任美联储主席，这一提名还需获得 参议院批准。 ⑧ 【游戏驿站正准备收购一家大型上市公司】当地时间1月29日，据媒体报道，游戏驿站首席执行官表示，正瞄准一家大型上市公司进行收购，目标是将 市值提升至1000亿美元。截至发稿，游戏驿站上涨0.13%。 ⑨ 北京时间1月30日21:30，美国12月PPI月率公布。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） ① 【三大期指齐跌】道指期货跌0.81%、标普500指数期货跌0.87%、纳指期货跌1.09%。 ② 【黄金股大跌，黄金一度跌破5000美 ...

Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by over 10% in the next six months [2][33]. Core Insights - The report highlights a competitive landscape in AI applications among major internet companies, with significant cash giveaways during the Spring Festival to attract users and enhance engagement with AI products. This marks a new phase in AI application competition, aiming for widespread adoption and commercialization [2][28]. - The computer industry index has shown a decline of 5.32% over the past two weeks, underperforming the CSI 300 index by 5.37 percentage points, ranking last among 31 sectors. However, it has increased by 9.08% in January, outperforming the CSI 300 index by 6.40 percentage points [10][20]. - The current price-to-earnings (PE) ratio for the SW computer sector stands at 59.79 times, placing it in the 96.66 percentile for the past five years and 91.70 percentile for the past ten years, indicating high valuation levels [20][22]. Summary by Sections Industry Performance Review - The SW computer sector has experienced a two-week decline of 5.32%, ranking 31st among 31 sectors. In January, it rose by 9.08%, outperforming the CSI 300 index by 6.40 percentage points [10][13]. Valuation Situation - As of January 29, 2026, the SW computer sector's PE TTM is 59.79 times, indicating a high valuation compared to historical data [20][22]. Industry News - Major announcements include Tencent's cash giveaway of 1 billion RMB for the Spring Festival, the launch of new AI models by Alibaba and ByteDance, and price increases for server CPUs by Intel and AMD due to high demand [22][24][25]. Company Announcements - Notable company forecasts include iFlytek expecting a net profit of 785 million to 950 million RMB for 2025, and SuperMap Software projecting a profit turnaround from a previous loss [25][26][27]. Weekly Insights - The report emphasizes the strategic moves by leading internet companies to capture AI traffic during the Spring Festival, suggesting a focus on investment opportunities related to AI applications and partnerships with leading firms [28][29].

The chipmaker wants to pull ahead of TSMC with a big bet on ASML's cutting-edge systems.Intel (INTC 0.26%), the world's top manufacturer of x86 CPUs, was once a reliable tech stock. Yet over the past five years, its stock declined by 13% while the S&P 500 rose by 83%.Intel lost its luster as it fell behind TSMC (TSM 0.80%) in the "process race" to manufacture smaller, denser chips, and it ceded a massive slice of its PC market to AMD (AMD 0.22%). As it faced those existential challenges, it abruptly shifted ...