Core Insights - Acer has launched a new range of Veriton desktop computers aimed at enhancing productivity and creativity for businesses, including all-in-ones, a large tower, and an AI mini workstation [2][3] Group 1: Product Offerings - The Acer Veriton RA100 AI Mini Workstation is designed for prosumers, creators, and gamers, featuring AMD Ryzen AI Max+ 395 processors and advanced AI capabilities, supporting demanding workloads with up to 128 GB LPDDR5X memory and 4 TB SSD storage [3][4][7] - The Acer Veriton Vero 4000 and 6000 All-in-One desktops combine strong AI performance with robust security, powered by Intel Core Ultra 9 processors, offering up to 64 GB DDR5 memory and 2 TB PCIe Gen 4 SSD storage [5][6][8] - The Acer Veriton 2000 Large Tower is tailored for content creation and everyday productivity, equipped with Intel Core Ultra 9 processors and NVIDIA GeForce RTX 5080 GPUs, providing significant AI processing power and storage options [9][10][11] Group 2: Features and Specifications - The Veriton RA100 supports high-frequency processing and multitasking, with features like adaptive performance modes for different workloads, ensuring efficient cooling and noise management [4][7] - The Veriton Vero AIOs feature a 23.8-inch Full HD display, Wi-Fi 7, Bluetooth 5.4, and a 5.0 MP infrared webcam, enhancing collaboration and connectivity in modern workplaces [6][8] - The Veriton 2000 Large Tower includes smart device management through Acer Sense, facilitating easy system monitoring and updates, and is designed for energy efficiency with Energy Star compliance [11][12] Group 3: Availability - The Acer Veriton RA100 AI Mini Workstation and the Veriton Vero 4000 and 6000 AIOs will be available in North America and EMEA in Q1 2026, while the Veriton 2000 Large Tower and All-In-One will also launch in EMEA during the same period [14][15]

Core Insights - CES 2026 is set to showcase advancements in physical AI and robotics, emphasizing real-world applications of AI technology [1][2] Group 1: AI Trends - The focus at CES 2026 has shifted from cloud-based solutions to on-device and agentic AI, with devices now capable of proactively completing tasks [2] - The concept of the "Zero Labor Home" is gaining traction, with companies like LG and Samsung leading the way in robotics that perform household chores [3] Group 2: Quantum Technology - CES 2026 marks a significant emphasis on quantum technology, with the CES Foundry highlighting practical applications in fields such as cryptography and material science [4] Group 3: Automotive Innovations - The automotive section at CES 2026 is centered around software-defined mobility, featuring the pre-production reveal of the Sony-Honda Afeela 1 and advancements in air taxis [5] Group 4: Notable Speakers - Keynote addresses will be delivered by industry leaders, including NVIDIA's CEO Jensen Huang, who is expected to discuss next-generation GPUs and AI applications [7] - AMD's CEO Lisa Su will focus on hardware developments for AI PCs, while Caterpillar's CEO Joe Creed will address AI and autonomy in sustainable construction [7]

Key Takeaways The focus of tech investors shifts to Las Vegas this week as it hosts the CES consumer electronics show.Nvidia CEO Jensen Huang and AMD CEO Lisa Su are scheduled to speak on Monday. Investors will be focused on Las Vegas this week, where executives from AI chip giant Nvidia and other major companies are due to speak at the CES consumer electronics trade show. Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su are the star attractions on Monday. Huang is scheduled ...

Each trading day, Benzinga Pro features hundreds of headlines and press releases, allowing traders to access the latest market news and individual stock information.Below is a look at its most-searched tickers for 2025, along with how interest in those names compares to 2024 and the midpoint of 2025.Current prices and 2025 performance are based on closing prices on Dec. 31, 2025, and do not include dividends.1. SPDR S&P 500 ETF Trust (NYSE:SPY)2025 Year-End Price: $681.922025 Price Range: $481.81 to $691.65 ...

Market Performance - The Dow Jones Industrial Average surged nearly 700 points, breaking the 49,000 mark for the first time, marking a new high for the index [1] - The Nasdaq index rose by nearly 1%, while the S&P 500 index increased by approximately 0.7% [1] Geopolitical Impact - Despite concerns over geopolitical risks following the ousting of Venezuelan President Maduro, the market showed resilience, particularly in technology stocks [2][5] - The energy sector performed strongly, with major U.S. oil companies seeing gains, such as Chevron rising by 4.4% due to proposals for revitalizing Venezuela's oil and gas industry [5] Technology Sector - Chip stocks led the market rally, with ASML shares hitting a record high, increasing by over 5%, and TSMC shares also rising significantly after a 35% target price increase by Goldman Sachs analysts [3] Venezuelan Bonds - Venezuelan government and state oil company PdVSA's international bonds saw a collective price increase as investors speculated that the U.S. government's actions against Maduro would facilitate debt restructuring [6] - A 2031 maturity Venezuelan government dollar bond price rose from 34 cents to 40 cents on the dollar, while a 2027 maturity PdVSA dollar bond increased from 28 cents to 30 cents [9] Future Outlook - Analysts suggest that the ideal scenario for international bondholders would be for Maduro's vice president, Delcy Rodriguez, to assume leadership with U.S. support, which could lead to a recovery in Venezuela's oil and gas sector benefiting creditors [12]

In the current session, the stock is trading at $228.72, after a 2.35% increase. Over the past month, Advanced Micro Devices Inc. (NASDAQ:AMD) stock increased by 3.20%, and in the past year, by 79.63%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.A Look at Advanced Micro Devices P/E Relative to Its CompetitorsThe P/E ratio measures the current share price to the company's EPS. It ...

Group 1 - Goldman Sachs has updated its global server market forecast, expecting total revenue to reach $433.1 billion, $606.1 billion, and $763.9 billion in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 71%, 40%, and 26% [2] - AI training servers are identified as the core growth engine, with projected revenues of $234.8 billion, $369.8 billion, and $506.2 billion for the same years, reflecting year-on-year growth rates of 97%, 57%, and 37% [2] - The report highlights a structural transformation in the global server market, driven by accelerated ASIC server penetration and significant capital expenditure growth from global cloud service providers, maintaining a high prosperity period from 2025 to 2027 [1][2] Group 2 - ASIC chip penetration in AI servers is expected to increase, with forecasts of 38%, 40%, and 50% for 2025, 2026, and 2027 respectively, up from a previous estimate of 45% for 2027 [3] - The demand for AI chips corresponding to AI servers is projected to reach 11 million, 16 million, and 21 million units in 2025, 2026, and 2027, representing increases of 7%, 17%, and 26% from previous forecasts [3] - The AI rack server market is shifting from reliance on Nvidia to a more diversified competition, with non-Nvidia solutions like AMD's Helios expected to gain market share [4] Group 3 - High-power AI training servers are projected to see significant growth, with shipment forecasts of 692,000, 952,000, and 1,227,000 units for 2025, 2026, and 2027, and corresponding market sizes of $180.2 billion, $205.2 billion, and $251.1 billion [5] - AI inference servers are expected to grow steadily, with shipment forecasts of 470,000, 539,000, and 656,000 units, and market size increasing from $29.8 billion to $48.4 billion from 2025 to 2027 [6] - The general server market is returning to normal growth, with shipment growth rates of 11%, 8%, and 2% for 2025, 2026, and 2027, and revenue growth rates of 51%, 19%, and 5% [7] Group 4 - Key companies in the server supply chain include ODM manufacturers like Wistron, Quanta, and Hon Hai, with Hon Hai being a leader in AI server market share [8] - Liquid cooling manufacturers such as AVC and Auras are highlighted for their roles in the cooling solutions for AI servers, with AVC providing custom cooling solutions for Nvidia's platforms [10][11] - TSMC is recognized as a foundational player in the AI chip and ASIC manufacturing sector, while companies like Chenbro and GCE are noted for their roles in critical components for server manufacturing [12]

证券研究报告 日期：2026年1月5日 【中泰电子】2026 CES前瞻 端侧AI蓄势待发 分析师： 王芳 S0740521120002，杨旭 S0740521120001，洪嘉琳 S0740524090003 1 主题演讲 | 厂 商 | 会议主题 | 亮 点 | | --- | --- | --- | | 英伟达 | NVIDIA CEO主旨演讲 | 英伟达创始人兼首席执行官黄仁勋将介绍英伟达与合作伙伴的突破性技术进展 ，预计将介绍 | | | | Rubin平台最新进度以及NVLink与ASIC生态系合作进展 | | AMD | CES开幕主题演讲 | AMD首席执行官苏姿丰将将深入探讨AMD CPU、GPU、自行调适计算技术、AI软件与解决方案 | | | | 并揭露最新Zen 6架构及AI 等相关解决方案 ，预计将释出MI400系列最新信息 PC平台产品线 ， | | 英特尔 | 英特尔 CES 2026 主题演讲 | 主题演讲将由英特尔客户端计算事业部CCG总经理Jim Johnson主持 将重点阐述英特尔AI PC战 ， | | | 略 | Ultra "Panther ，预计将首发酷睿 第3代 ...

2026年1月，最新公布的Steam平台硬件与软件调查数据显示，AMD Radeon RX 9070显卡首次进入统计 榜单，标志着其基于RDNA 4架构的新一代产品正式进入玩家视野。尽管当前使用率仅为0.22%，但其 亮相引发了市场对AMD显卡新进展的关注。 在独立显卡使用情况中，GeForce RTX 3060凭借广泛的用户基础再次位居榜首，以微弱优势超过此前领 先的RTX 4060 Laptop GPU。GeForce RTX 4060桌面版则保持在第三位，整体排名稳定。值得注意的 是，采用NVIDIA最新Blackwell架构的显卡呈现出强劲增长态势，单月使用率增幅接近4%，显示出新一 代产品正在加速普及。 AMD集成显卡的表现同样值得关注，Radeon Graphics在本月排名由第10位上升至第9位，使用率环比提 升1.25%，反映出其在轻量级图形处理领域的持续渗透。 语言使用统计显示，英语仍为平台主要语言，占比47.08%。简体中文以22.12%位居第二，俄语以 12.71%位列第三，体现出主要非英语市场的活跃度。 2026年1月，最新公布的Steam平台硬件与软件调查数据显示，AMD Radeo ...

Group 1 - The core message of the article highlights that Dr. Lisa Su will be a keynote speaker at CES, discussing AMD's innovations in chip stacking technology and its impact on AI advancements globally [2][3] - AMD emphasizes that Dr. Su will explore various solutions related to AMD's CPUs, GPUs, adaptive computing technologies, and AI software to address critical global AI challenges for customers and partners [2][3]