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 ...

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 ...

Group 1 - The State Council issued a work plan to optimize and expand service supply, aiming to enhance service consumption and support high-quality economic development [2] - The work plan focuses on key areas such as transportation services, housekeeping services, and inbound consumption, emphasizing innovation and talent development [2] - The commercial aerospace industry is being prioritized, with plans to develop new fields like space resource development and space tourism during the 14th Five-Year Plan [3] Group 2 - Shanghai aims to become a national hub for the commercial aerospace industry, targeting an industry scale of approximately 100 billion yuan by 2027 [4] - The Beijing humanoid robot innovation center has launched a testing platform, capable of producing 5,000 humanoid robots annually [4] - The Kunshan AI industry fund has been established with a total scale of 5 billion yuan, focusing on AI core hardware and infrastructure [5] Group 3 - The market is experiencing mixed performance, with major U.S. indices showing slight fluctuations [6] - Microsoft shares dropped 10%, marking the largest single-day decline since March 2020, due to concerns over high AI capital expenditures [8] - Gold prices reached a record high of $5,594.82 per ounce before settling at $5,389.19, with a monthly increase of approximately 24% [9]

Core Insights - Microsoft has launched its first AI chip, the Maia 200, in its data centers and plans to expand its deployment in the coming months [1] - The Maia 200 chip is designed for AI inference, optimized for running AI models in production, and reportedly outperforms Amazon's Trainium and Google's TPU [2] - Microsoft continues to rely on partnerships with Nvidia and AMD for chip supply despite developing its own chips [3][4] Company Developments - The Maia 200 will be utilized by Microsoft's Superintelligence team, which is focused on developing the company's own AI models to reduce reliance on external providers like OpenAI and Anthropic [5] - The chip will also support OpenAI's models on Microsoft's Azure cloud platform, highlighting the ongoing challenge of accessing advanced AI hardware [7] - Mustafa Suleyman, leading the Superintelligence team, expressed excitement about the launch, indicating the significance of the Maia 200 for their AI model development [8] Industry Context - The trend among cloud giants to develop proprietary AI chips is driven by the challenges and costs associated with acquiring advanced chips from Nvidia, amidst a supply crunch [3] - Microsoft's strategy includes a balance of vertical integration while maintaining partnerships with other chip manufacturers, emphasizing the importance of collaboration in innovation [4]

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: ...