华尔街顶级投资机构KeyBanc Capital Markets近日发布研报称，全球半导体行业有望迎来需 求更加强劲的一年， 并且特别指出在全球范围AI算力基础设施建设浪潮如火如荼以及"存储芯片 超级周期"宏观背景之下，半导体设备厂商们也将迎来超级周期，它们将是AI芯片(涵盖AI GPU/AI ASIC)与DRAM/NAND存储芯片产能急剧扩张趋势的最大规模受益者。 另一华尔街巨头花旗集团近期发布的一份研报同样显示， 半导体设备板块乃AI算力与存储需求爆 表之下的最大赢家之一，花旗在这份研报中预测，全球半导体设备板块将迎来"Phase 2 牛市上 行周期"，也就是说继2024-25年的超级牛市之后有望迎来新一轮牛市轨迹 。花旗发布的这份研 报显示，2026年的芯片股主线投资策略绝对不是"泛泛看多半导体"， 而是明确落在半导体设备 龙头领域(即WFE相关)——即阿斯麦、泛林集团以及应用材料。 花旗分析师团队表示，"Phase 2 上行周期"意味着估值锚从"估值触底修复"转向"盈利持续上 修"：当WFE总盘子从基准情景往牛市情景偏移时，半导体设备领域龙头公司盈利弹性甚至有可 能大于营收弹性(规模效应+产能利用率提 ...

Fidelity Investments said on Friday it had reached an agreement to settle a lawsuit accusing Broadcom of threatening to cut off its access to software that had become central to the financial firm's... ...

Broadcom Inc (NASDAQ:AVGO) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.On January 23 at 10:30 AM EST, AVGO triggered a Power Inflow signal at a price of $317.17. AVGO's price in the opening hour of trading had been mostly stagnant, even dropping slightly prior to the signal. At the time of the signal, and then thereafter, both retail and institutional trading int ...

1月23日，美股开盘涨跌不一，纳指微涨， 道指、标普500指数均下跌。盘初纳指迅速转跌，截至发 稿，道指跌0.5%，纳指跌0.12%，标普500指数跌0.17%。 | 美股指数 已 | | | | --- | --- | --- | | 道琼斯工业 | 纳斯达克指数 | 标普500 | | 49137.34 | 23407.04 | 6901.67 | | -246.67 -0.50% | -28.98 -0.12% | -11.68 -0.17% | | 纳斯达克100 | 中国余龙 | 中概股100 | | 25461.27 | 7891.98 | 2968.01 | | -57.08 -0.22% | -7.11 -0.09% | +0.54 +0.02% | 半导体板块走弱，英特尔大跌近15%，闪迪、西部数据跌超4%，博通跌超3%，美光科技、高通均下 跌。 | 英特尔(INTEL) | 46.310 | -14.75% | | --- | --- | --- | | US INTC | | | | 闪迪 | 480.050 | -4.65% | | US SNDK | | | | 西部数据(WESTE ...

Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]

However, there's one stark difference between the two most significant technological leaps of the last 30 years: existing foundations.In many respects, the rise of AI and the internet revolution were similar. The potential for these technologies to positively impact the growth trajectories of corporate America and captivate the attention of retail investors is unmatched among game-changing trends looking back several decades.Although history doesn't precisely repeat itself on Wall Street, it does have a ten ...

Core Viewpoint - Apple's growth stagnation may allow competitors like Microsoft, Amazon, Taiwan Semiconductor, and Broadcom to surpass it in market value over the next five years [1][2]. Group 1: Apple’s Current Position - Apple is currently valued at $3.6 trillion but is experiencing slower revenue growth at 10% year-over-year, relying on past performance rather than innovation [4]. - The company has not launched any significant new products recently, which raises concerns about its ability to maintain market share against more innovative competitors [4]. Group 2: Competitors' Potential - Microsoft, with a market cap of $3.4 trillion, and Amazon, valued at $2.5 trillion, are positioned to potentially surpass Apple due to their faster growth rates [7]. - Microsoft has benefited from the generative AI trend through its Azure cloud service, achieving mid- to high-double-digit EPS growth, which could propel it past Apple [8]. - Amazon's growth is driven by higher-margin divisions, and despite a slowdown in the third quarter, its operating income is expected to grow rapidly, allowing it to surpass Apple within five years [11]. Group 3: Semiconductor Industry Growth - Taiwan Semiconductor (TSMC) aims for a 25% compounded annual growth rate (CAGR) through 2029, which could triple its revenue and potentially surpass Apple [13]. - Broadcom is also well-positioned with its custom AI accelerator chips, expecting 100% year-over-year growth for these products, and could surpass Apple if it matches the projected growth in global data center capital expenditures [15][16].

黄仁勋曾断言："未来十年，算力的天花板将由光传输效率决定。"这句话不仅揭示了光互连技术在未来算力竞赛中的核心 地位，也点燃了一个曾经小众的半导体材料——磷化铟（InP）的市场热情。 当前，随着AI大模型训练进入万卡集群时代，数据中心内部数据传输需求呈指数级增长，全球AI基础设施支出预计2026年 突破万亿美元，推动数据中心光模块向800G/1.6T及以上速率加速迭代。 在这股浪潮中，磷化铟材料凭借其独特性能成为光通信革命的核心支撑。全球头部磷化铟供应商订单已排满至2026年， 2025年全球器件需求达200万片，而产能仅60万片，近70%的供需缺口持续推高产业景气度。 这个曾被视为小众的材料，如今正在成为半导体行业的新焦点。 为何是磷化铟？ 在半导体领域，材料选择往往决定了技术路线的边界。 传统硅材料虽工艺成熟、成本低廉，但其物理特性在高频高速应用场景中逐渐显露短板。磷化铟作为第二代III-V族化合物 半导体的代表，在这场技术演进中脱颖而出。 磷化铟拥有硅材料10倍以上的电子迁移率（高达 1.2×104 cm²/V·s），同时具备高饱和电子漂移速度、优异的导热性与光电 转换效率，可支持100GHz以上的超高频 ...

CNBC's Jim Cramer said Thursday he's not bailing on the tech giants known as the Magnificent Seven despite most of those stocks getting off to a sluggish start in 2026."I think that the money will ultimately flow back to most of the [Mag 7] ... because these companies just have too many levers, too much money. They're run by people who are too smart to bet against," Cramer said on "Mad Money."The Mag 7 cohort consists of Amazon, Alphabet, Apple, Microsoft, Meta Platforms, Nvidia and Tesla. AI chipmaker Broa ...

JPMorgan just shook up its AI stocks-to-buy list heading into earnings season, positioning Nvidia (NVDA), Broadcom (AVGO), and Micron (MU) at the top of the heap. The big bank said expectations for the upcoming quarter and beyond remain mostly constructive, despite ballooning valuations across the AI trade. The note comes at a point when stock market investors will be nursing their wounds from Tuesday’s sell-off, Reuters reported, which sent the major indices sharply lower. S&P 500: Dropped 2.06% to 6, ...