= 玉 本 金 苹果、英伟达、谷歌押注Al 电子产业链有望乘势崛起 无论是英伟达的巨额投资,还是谷歌TPU的明确量产 计划,都证实了AI算力需求强劲,这为半导体、服务器 等中上游产业链提供了持续的订单保障。苹果考虑分 散芯片代工、谷歌深化与特定元件商的合作,凸显了供 应链安全的重要性,这为中国相关产业链优质供应商 创造了切入或提升份额的机会。 电子剧 型 공 515260 代码 联接A 012550 联接C 012551 荟聚电子板块核心龙头 拥抱科技巨头 抢占发展先机 电子ETF标的指数覆盖热门科技概念,苹果、英伟达、谷 歌产业链权重占比分别为45.19%、27.87%、21.85%,深 度绑定全球科技龙头成长红利,有望受益于科技巨头产 业扩张与技术创新。 英伟达产业链 苹果产业链 谷歌产业链 : 45% = 733% r 要 。 其股上市公司 以上公司仪作为背景就明 不代表该基金投资方向 n will and the will be the will be the will be the will be the will be the will be the with lll/得为王 电子板块迎 "喜报潮 ...

Industry Insights - The Chinese medical examination industry is experiencing rapid growth, driven by an aging population and increasing health awareness, with a projected CAGR of 9.2% from 2020 to 2024 and an accelerated growth of 18.3% from 2024 to 2030 [6] - The penetration rate of medical examinations in China is approximately 40%, significantly lower than the 70% in developed countries, indicating substantial room for growth [6] - The market is characterized by a "public-led, private-catching-up" dynamic, with public hospitals holding a 69% market share and private institutions increasing their share to 24% [6] - Leading private examination institutions, such as Meinian Health and Aikang Guobin, are focusing on high-end services, which has resulted in an increase in average selling price (ASP) and profit margins [6] Company Insights - Google (GOOG US) reported a 4Q25 revenue growth of 18% to $113.8 billion, driven by strong performance in search and cloud services, with operating profit increasing by 16% to $35.9 billion [7] - The management has guided for capital expenditures of $175-185 billion for FY26E, significantly above consensus estimates, indicating a strong commitment to AI investments [7] - Zhongji Xuchuang (300308 CH) remains a solid investment, with a focus on pluggable optical modules expected to dominate the market during 2026-27, despite recent stock volatility [8] - Jizhi Jia (2590 HK) announced a 31.7% year-on-year increase in new orders for 2025, totaling 4.1 billion RMB, attributed to stable growth in mature markets and breakthroughs in specific sectors [9]

Posting strong Q4 results yesterday evening, Alphabet (GOOGL)  stock still dipped half a percentage point in Thursday’s trading session as investors pondered its massive spending plans.Some profit-taking may have also contributed to GOOGL falling as much as 8% before paring back early morning losses.The debate of whether it’s too soon to buy Alphabet shares following its strong Q4 report is intensified, considering GOOGL has rallied more than +70% in the last year with market-leading returns of over +200% i ...

要点 Omdia 最新分析指出，在2026年巴塞罗那欧洲视听技术及系统集成展（Integrated Systems Europe，ISE） 上，人工智能（AI）、网络安全、机器人技术与可持续发展正加速融合，重塑Pro AV市场。该展会将于 2026年2月3–6日在巴塞罗那举行，重点展示这些技术如何推动ProAV应用从传统场景向更广泛领域延伸。 ISE 2026趋势：AI驱动的音视频技术 AI正在重新定义ProAV产业，其影响已不再局限于软件层面，而是延伸至面向AI优化的专用硬件创新。预计厂 商将展示多种AI驱动的音视频技术，使专业显示器从单纯的内容播放终端，升级为具备智能交互能力的终端 设备。这类显示器将集成视觉、语音及环境等多模态感知能力，并结合边缘侧 AI 推理，实现实时、个性化内 容呈现与自适应内容管理。 随着企业持续升级会议室和办公空间，Microsoft Teams、Zoom 和 Google Meet 等平台正逐步成为协作"标 配"。这些平台依托各自生态系统的深度整合优势——例如 Teams 与Outlook、OneDrive、Power Automate及 Copilot的协同——对大型及中型企 ...

Welcome back to Past Marketing here on the Schwab network. I'm Diane King Hall alongside Kevin Hanks joining from the SIBO. Time now for our cash tag segment.Taking a look at Reddit. For that, we want to bring in our next guest, and that is Andy Swan, co-founder of Likefolio. Andy, thank you so much for joining us and bringing your data as usual.Uh, so Reddit, on a year-over-year basis, that stock has had some challenges. I mean, it's down about 30% on a year-over-year basis. When you look across your senti ...

5. 蔚来：预计2025年第四季度录得经调整经营利润7-12亿元，为首次实现单季度盈利，相比2024年第四 季度55.44亿元的经调整经营亏损有显著改善。 // 大中华地区公司要闻 // 1. 百度集团：董事会已批准50亿美元股份回购计划及首次股息政策，预计2026年首次发放股息，旨在提 升股东回报，显示公司对自身发展前景的信心及对投资者的重视。 2. 台积电：计划投资约170亿美元在日本熊本厂量产3纳米芯片，同时有消息称公司正评估调整熊本第二 座晶圆厂的制程规划，引发市场对其资本支出节奏的关注。 // 热点头条 // 1. 美团：于2026年2月5日订立股份转让协议，同意以7.17亿美元收购叮咚买菜母公司DINGDONG FRESH HOLDING LIMITED全部已发行股份，收购完成后目标公司将成为美团间接全资附属公司。叮 咚买菜CEO梁昌霖表示，合并后三大核心竞争力将在更大平台发挥价值，业务和团队保持稳定。 2. 英伟达：因存储芯片短缺，今年将不会推出新款游戏图形芯片，为三十年来首次，同时削减当前一代 GeForce RTX50系列显卡产量。作为全球芯片巨头，此举可能影响整个游戏硬件产业链及消费者升级 ...

亚马逊发布最新财报显示，第四季度销售净额2133.9亿美元，预估2114.9亿美元，每股收益1.95美元， 预估1.96美元。公司预计2026年将投资约2000亿美元用于资本支出，预计第一季度营收为1735亿至1785 亿美元。这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。 2026年春节休市安排：2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开 市。另外，2月14日（星期六）、2月28日（星期六）为周末休市。此外，2月15日（星期日）至2月23日 （星期一）不提供港股通服务，2月24日（星期二）起照常开通港股通服务。 美股方面，三大指数集体收跌，道指跌1.2%，纳指跌1.59%，标普500指数跌1.23%。 大型科技股普跌，微软跌近5%，亚马逊跌超4%，AMD跌超3%，特斯拉跌超2%，英伟达跌超1%。谷 歌、苹果小幅下跌，Meta微涨。 纳斯达克中国金龙指数收涨0.9%，热门中概股涨跌不一，蔚来涨近6%，理想汽车涨超2%，小鹏汽车、 百度微涨；京东、网易、阿里巴巴、拼多多小幅下跌。 | | | 隔夜美股概览 | | | | --- | --- | --- | ...

Core Insights - The significant capital expenditure (capex) forecasts indicate a strong commitment from major companies towards AI and related technologies, with a notable portion of the spending directed towards robotics and satellite technologies [1][2][4] - Approximately 80% of the capex is expected to be AI-related, reflecting the companies' confidence in the future of AI and its potential impact on their business models [2][4] - The anticipated $600 billion in capex from a select few companies suggests a substantial shift in revenue and profit pools within the software industry, indicating a potential disruption [3][4] Company-Specific Insights - Companies like Google and Amazon are expected to continue investing heavily in AI, with their capex numbers signaling a long-term commitment to this transformation [5][6] - The market's reaction to these capex announcements, particularly in the software sector, raises questions about the competence of these companies in navigating the evolving landscape [4][5] - The ongoing investment in AI infrastructure is seen as a precursor to increased utility and disruption across various sectors, not limited to software [6][7]

We got that capex guy. Aroon, we're talking about $200 billion dollars. It's a number that's hard, I think, to get your head around.Aroon, you got a strong buy on this name. We're down here a quick 10% in the after hours. Give me your your take, Arun, your first impressions on the print and the forecast.>> Yeah. Yeah. Thanks for having me.Yeah. I mean, overall, I think the I mean, the one big positive here is that AWS acceleration. You know, we we wanted to see acceleration.We got that last quarter. We saw ...

来源：中国基金报 【导读】全线暴跌 中国基金报记者 泰勒 兄弟姐妹们啊，今晚全线暴跌，黄金、白银、原油、币圈、美股全崩！ 一起看看发生了什么事情。 2月5日晚间，全球市场大溃败，美股三大指数大跌，道指跌约600点，纳指跌近2%。 科技股集体下跌。 | 了 筛选 | | 最新价 = | 涨跌幅 = □" | | --- | --- | --- | --- | | 高通 | N | 137.61 | -7.58% | | us QCOM | | | | | 甲骨文 | | 140.00 | -4.55% | | us ORCL | | | | | 谷歌-C | | 318.32 | -4.51% | | us GOOG | | | | | 亚马逊 | 1 | 222.79 | -4.38% | | US AMZN | | | | | 赛富时 | | 191.47 | -4.00% | | us CRM | | | | | 美国超威公司 | | 192.70 | -3.74% | | US AMD | | | | | 特斯拉 | | 391.17 | -3.66% | | US TSLA | | | | | 微软 ...