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200+企业集结,AI巨头同台竞演!CES Asia2026打造亚洲科技产业新坐标
Sou Hu Cai Jing· 2026-01-30 02:39
抢占生态卡位先机,参展通道进入关键阶段 2026年6月北京启幕,构建全球AI技术展示与跨界合作核心枢纽 北京,2026年1月29日 讯—— 随着全球AI产业从技术迭代迈入生态协同的深水区,亚洲消费电子技术展(CES Asia 2026)已成为全球科技力量的年度集结 地。截至发稿,展会参展企业数量已突破200家,华为、英伟达、SK电信等全球AI巨头纷纷锁定核心展位,将携最新技术成果同台竞演。本届展会将于6月 10日至12日在北京亦创国际会展中心举办,以"技术共生·生态共荣"为主题,打造覆盖AI全产业链的技术展示标杆平台与跨界合作对接枢纽,为全球科技企 业链接亚洲市场、实现资源协同提供核心支撑。 全球AI巨头云集,200+企业构建顶级创新矩阵 CES Asia 2026的参展阵容已呈现"全球领军+本土标杆"的双核心格局,200余家参展企业覆盖28个国家及地区,国际展商占比突破40%,形成亚洲科技产业的 顶级创新矩阵。国际巨头中,英伟达将携基于Blackwell架构的新一代AI芯片解决方案亮相,其与丰田联合开发的自动驾驶端侧AI系统,已实现极端天气下 毫秒级环境感知与制动响应,技术实力经实战验证;韩国SK电信将首次 ...
Forget Intel: This Fast‑Moving CPU and GPU Innovator Is the Higher‑Upside Bet for Long‑Term Chip Investors
The Motley Fool· 2026-01-30 01:30
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 ...
全球最大主权财富基金获利近2500亿美元,大型科技股是核心驱动力
Huan Qiu Wang· 2026-01-30 01:05
【环球网财经综合报道】日前,全球最大主权财富基金——挪威政府全球养老基金公布数据,2025年投资收益 达到2.36万亿挪威克朗,约合2465亿美元;年投资回报率为15.1%。其中,股票投资表现尤为突出,回报率达 19.3%,大型科技股是该基金业绩的核心驱动力,其前五大持仓包括英伟达、苹果、微软、Alphabet和亚马逊。 半岛电视台对此发文称,该基金投资的一半以上在美国,其中大部分在股票和债券中,最大的10项投资占股票 投资组合的20%。基金CEO尼科莱·延森分析称:"特别是在原材料行业,我们看到了强劲的表现。你们看到了 金属,如黄金、白银、铜等价格的上涨,这对业绩有很大帮助。金融行业也表现强劲,而房地产行业则表现最 差。" 报道也提到,到2025年下半年,挪威主权基金已将其在美国最大科技公司的股份降低,包括对芯片巨头英特尔 的投资份额从6月到年底从1.32%降至1.26%,对微软的投资份额从1.35%降至1.26% 该基金还预计,如果全球经济因地缘政治环境恶化,其投资组合可能会总体下降37%,这将超过人工智能场景 35%的预期影响。 ...
Nvidia Just Dealt a Devastating Blow To Intel. Here's What It Means for Investors.
Yahoo Finance· 2026-01-29 21:50
After years of fruitless efforts, Intel's (NASDAQ: INTC) turnaround finally seems to be picking up steam. The legacy chip giant has attracted investments from both the federal government and from Nvidia (Nasdaq: NVDA), and investors seem to have confidence in new CEO Lip-Bu Tan, the former Cadence Design Systems CEO who resigned from Intel's board of directors in 2024 after criticizing the way the company was being run. Where to invest $1,000 right now? Our analyst team just revealed what they believe ar ...
Intel Has a Problem Investors Might Actually Love: Is INTC a Buy Now?
Yahoo Finance· 2026-01-29 20:53
Intel (INTC) ended 2025 as a different company than how it entered the year. Last year marked a company undergoing significant transformation with a renewed focus on artificial intelligence (AI). Intel might still be in the early stages of this turnaround. But its fourth-quarter results showed a firm that has a clear roadmap, financial discipline, and growing ambitions across the AI compute stack. In fact, Intel’s Q4 revealed a problem that long-term investors might love. Intel stock is up 30% so far thi ...
Nvidia's Next-Gen GPU Could be Coming to Intel Foundry
The Motley Fool· 2026-01-29 19:45
Intel could be close to a major foundry win.DigiTimes reported on Wednesday that Nvidia is planning to tap Intel's (INTC 1.14%) foundry for some manufacturing and advanced packaging needs beginning in 2028. Nothing has been confirmed, so this remains in the realm of rumors and speculation. However, it does line up with comments made by Intel management during the fourth-quarter earnings call.If this Nvidia rumor is true, Intel's foundry business will get a significant boost from the king of AI chips. A mix ...
Intel’s Post-Earnings Selloff Just Created a Buying Opportunity in AMD Stock
Yahoo Finance· 2026-01-29 19:26
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 ...
Nvidia Could Use Intel’s Foundry in 2028. Is It Worth Buying INTC Stock Now and Waiting?
Yahoo Finance· 2026-01-29 19:08
Valued at around $244 billion by market cap, Intel’s stock was dead in the water at the start of 2025 but roared back, surging roughly 147% over the past 52 weeks, far outpacing rivals like AMD (AMD) and even Nvidia. The turnaround was driven by the arrival of CEO Lip-Bu Tan, who rapidly cut costs and refocused efforts, and by high-profile deals (including a $5 billion Nvidia investment). By year-end, Intel’s market cap doubled off its lows. Early 2026 saw some giveback; INTC pulled back into the low $40s a ...
Jim Cramer on Intel: “It Didn’t Predict the Strength of Its Own Markets Correctly”
Yahoo Finance· 2026-01-29 17:43
Group 1 - Intel Corporation reported a strong quarterly performance but provided dismal guidance due to an inability to meet chip demand, resulting in a significant stock decline of 17% on the following Friday and an additional 5% on Monday [1][2] - The company is facing a CPU shortage, which is impacting its ability to capitalize on the current market demand driven by the data center boom, leading to a miscalculation in production planning [2] - Intel's manufacturing equipment limitations have hindered its capacity to fulfill market needs, contributing to the negative outlook [1] Group 2 - Despite the challenges faced by Intel, there are other AI stocks that may present greater upside potential and lower downside risk, indicating a competitive landscape in the tech sector [3]
CFO David Zinsner Is Buying Intel Stock. Should You?
Yahoo Finance· 2026-01-29 16:22
Intel's (INTC) CFO just put his money where his mouth is. Now investors are asking if they should follow his lead. David Zinsner purchased 5,882 shares of Intel at $42.50 each on Jan. 26, just days after the chipmaker's earnings report sent the stock tumbling. The timing is notable. INTC stock had cratered 17% on Friday following weak guidance and warnings about supply constraints that spooked Wall Street. For a CFO to step in with his own cash right after such a selloff sends a message. But is it the rig ...