④ 【苹果iPhone销售创历史新高，在华收入增近38%】当地时间1月29日，苹果2026财年Q1财报显示， 营收同比增长16%，iPhone销售收入同比增23%，iPhone销量创历史新高。苹果在大中华区录得营收 255.3亿美元，同比增长37.9%，扭转了上一财季同比下降3.6%的势头。截至发稿，苹果下跌0.2%。 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美元/盎司】黄金股盘前大跌，黄金日内一度跌破5000美元/盎司。 截至发稿，现货黄金下跌7.96%，现货白银下跌12.79%。科尔黛伦矿业跌约10%，哈莫尼黄金跌约7%， 泛美白银跌约9%。 ③ 【芯片股普跌】芯片股盘前普跌。截至发稿，英伟达下跌1.83%，英特尔下跌2.53%，AMD下跌 2.86%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 ⑤ 【2026年产能已售罄，西部数据跌超5%】当地时间1月29日，西部数据2026财年Q2财报显示，当季 营收达到30.2亿美元，调整后每股收益2.13美元，双双超市场预期。净 ...

Core Viewpoint - Advanced Micro Devices (AMD) stock has doubled in value over the past year, trading at a high price-to-earnings multiple, which may be justified by the anticipated growth in infrastructure spending for artificial intelligence (AI) [1] Group 1: AI Growth and Demand - AMD CEO Lisa Su highlighted that AI computing power has surged from 1 zettaflop in 2022 to over 100 zettaflops, driven by AI training and inferencing in data centers [2] - Over the next five years, AI compute is expected to need a further 100-fold increase to support more advanced AI applications [2] - The potential of AI in sectors like healthcare, autonomous transportation, and humanoid robots indicates a substantial increase in computing power is necessary for AI to reach its full potential [3] Group 2: Product Offerings and Market Position - AMD is launching new products, including the Helios rack system, which will feature 72 GPUs operating as a single computing unit, along with EPYC CPUs and networking components [5] - The integration of multiple products into a single system is expected to enhance AMD's profit margins [5] - Despite competition from larger chip companies, AMD's strategy to offer rack-scale systems for data centers positions the stock as a compelling buy [6] Group 3: Financial Projections - Wall Street analysts project AMD's revenue to grow from $25 billion in 2024 to $62 billion by 2027, indicating significant earnings growth and attractive returns for investors [6]

Intel still needs time to capitalize on the AI chip market's growth, but its rival is already making solid progress in this space.Intel (INTC 0.25%) has been one of the hottest stocks in the semiconductor space in the past six months. The share price is up an incredible 137% during this period, due to the company's turnaround efforts and investments by Nvidia, SoftBank, and the U.S. government, which have bolstered the company's balance sheet.However, Intel still has a lot of work to do before it can capita ...

机构认为，若成交量能有效配合，短期市场仍有向上冲击阶段新高的可能性。 【财经日历】 新股申购：林平发展、电科蓝天 财报发布：苹果、部数据、闪迪 ►►国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大服务供给，促进服务消费提质惠民，为经 济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等 重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式 服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强 化财政金融支持等，加强对培育服务消费新增长点的支持保障。 ►►据新华社，从29日在沪召开的商业航天器及应用产业链共链行动大会获悉，我国将布局更多"太空+"未来产业。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天国家战略部署，发挥中央企业战略引领、生 态构建等职能，带动产 ...

Microsoft this week deployed its first crop of its homegrown AI chips in one of its data centers, with plans to roll out more in the coming months, it says.  The chip, named the Maia 200, is designed to be what Microsoft calls an “AI inference powerhouse” as Microsoft describes, meaning it’s optimized for the compute-intensive work of running AI models in production. The company released some impressive processing-speed specs for Maia, saying it outperforms Amazon’s latest Trainium chips and Google’s latest ...

Make no mistake. I think Nvidia (NASDAQ: NVDA) will be an excellent stock to own in 2026. It has strong tailwinds blowing in its favor and top-notch execution. However, putting all of your eggs in one basket is a disaster waiting to happen. So, investors need some alternative AI stocks to diversify a bit in the artificial intelligence (AI) space. Three stocks that I think can make for strong alternative investments to Nvidia are Taiwan Semiconductor (NYSE: TSM), Broadcom (NASDAQ: AVGO), and AMD (NASDAQ: ...

Shares of Advanced Micro Devices (AMD) have rallied significantly, surging 111% over the past year. That momentum has carried into 2026 as well, with the stock already up more than 16% year-to-date. The strength in AMD stock reflects its growing share in the fast-growing data center market, a strong artificial intelligence (AI) product roadmap, and key partnerships with major industry leaders. Collaborations with companies such as OpenAI and Oracle (ORCL) have strengthened AMD’s position, helping boost con ...

Intel’s recent 10-K filing suggests a potential upside for Advanced Micro Devices due to Intel’s server CPU market performance, specifically because Intel’s estimated server CPU shipment growth is lagging the overall market growth, indicating an opportunity for AMD to capture a larger share.Shares of the chipmaker have kicked off the new year on an upbeat note, climbing 16% on a year-to-date (YTD) basis as investor optimism around its business outlook grows.Advanced Micro Devices is a globally recognized se ...

Core Insights - The article highlights the top-performing leveraged and inverse ETFs for the week, showcasing significant returns driven by market events and investor behavior [1] Group 1: Top Performing ETFs - ProShares Ultra Bloomberg Natural Gas (BOIL) led the list with a return of 72.35% due to a surge in U.S. natural gas prices caused by sudden weather changes [1] - MicroSectors Gold Miners 3X Leveraged ETN (GDXU) achieved a return of 34.11% as gold prices reached historic highs above $5,100 per ounce amid geopolitical tensions and economic concerns [1] - ProShares Ultra Silver (AGQ) returned approximately 31.54%, benefiting from the same market conditions affecting gold prices [1] - Direxion Daily Junior Gold Miners Index Bull 2x Shares (JNUG) returned around 27.60%, reflecting the strong performance of gold mining stocks [1] - MicroSectors Gold 3X Leveraged ETNs (SHNY) also saw gains of approximately 27.24% due to rising gold prices [1] - GraniteShares 2x Long AMD Daily ETF (AMDL) gained over 24.49% as AMD shares surged over 100% driven by record earnings and demand for AI chips [1] - ProShares UltraShort Ether ETF (ETHD) recorded over 22.57% in gains despite a decline in Ether prices due to macroeconomic pressures [1] - Direxion Daily MSCI Brazil Bull 2X Shares (BRZU) achieved a return of 21.49% as Brazilian equities surged, influenced by a weakening U.S. dollar and higher commodity prices [1] - ProShares Ultra MSCI Brazil Capped (UBR) also ranked with approximately 21.05% gains, supported by strong services data [1] - Direxion Daily Gold Miners Index Bull 2x Shares (NUGT) gained over 20.14%, reflecting the overall strength in the gold mining sector [1]

Core Insights - Advanced Micro Devices (AMD) is expected to report fourth-quarter 2025 results on February 3, with projected revenues of $9.6 billion, indicating a year-over-year growth of 25% and a sequential growth of approximately 4% [1][10] - The Zacks Consensus Estimate for AMD's fourth-quarter revenues stands at $9.67 billion, reflecting a year-over-year growth of 26.2%, while earnings per share are estimated at $1.33, showing a 22% increase year-over-year [2] Revenue and Earnings Estimates - AMD's fourth-quarter guidance suggests strong double-digit growth in the Data Center and Client and Gaming segments, with a return to growth in the Embedded segment [8] - The Data Center segment is expected to see double-digit growth driven by strong demand for EPYC processors and MI350 Series GPUs, while the Client and Gaming segment anticipates an increase in client revenues but a decline in gaming revenues [8][9] Competitive Landscape - AMD faces significant competition from NVIDIA and Intel, with NVIDIA benefiting from its newer GPU platforms and Intel making strategic moves to strengthen its position in the AI sector [12] - Despite competition, AMD's stock has surged 112.6% over the past year, outperforming the Zacks Computer and Technology sector but lagging behind the Computer–Integrated Systems industry [13] Valuation Metrics - AMD's current valuation is considered stretched, with a forward 12-month price/sales ratio of 7.03X, compared to the industry's 4.2X and Intel's 4.05X [16] Strategic Developments - AMD's strategy focuses on "AI Everywhere, for Everyone," with significant advancements in its AI portfolio, including the Helios rack-scale platform and new processor lineups [19][20] - The company anticipates the data center total addressable market to reach $1 trillion by 2030, with a projected CAGR of over 40% from approximately $200 billion in 2025 [22] Conclusion - AMD's expanding portfolio and strong partner base are expected to enhance its revenue growth, supported by robust demand for its EPYC chips and Instinct accelerators, making the stock an attractive investment opportunity [23]