Market Overview - The Sensex fell over 400 points to a low of 81,088, while the Nifty dropped below the 25,000 level, reflecting a cautious market sentiment [2] - Broader markets opened marginally lower, with mid-cap and small-cap stocks down 0.1% each [2] Company Performance - Kotak Mahindra Bank's standalone net profit for Q3 FY26 increased by 4% YoY to Rs 3,446 crore, but the stock tumbled over 4% [4] - Axis Bank reported a 3% YoY increase in standalone net profit for Q3 FY26, leading to a rise of over 3% in its shares [5] Institutional Investment Trends - Foreign Institutional Investors (FIIs) sold equities worth over Rs 4,113 crore on January 23, while Domestic Institutional Investors (DIIs) were net buyers of Rs 4,102 crore [11] Currency and Economic Factors - The Indian rupee weakened to Rs 91.96 against the dollar on January 23, contributing to market concerns [6] - The rupee strengthened to 91.76 against the U.S. dollar in early trading on Tuesday, rising 18 paise [13] Global Market Influence - U.S. equity markets ended higher, with the S&P 500 rising 0.50% to close at 6,950.23, and the Dow Jones Industrial Average gaining 313.69 points or 0.64% [9] - Asian shares advanced as investors anticipated positive outcomes from U.S. mega-cap earnings, although uncertainty from tariff announcements limited broader gains [10]

机器之心编辑部 一觉醒来，我们看到了微软自研 AI 芯片的最新进展。 微软原定于 2025 年发布的下一代 AI 芯片 Maia 200，终于在今天问世！ 微软 CEO Satya Nadella 根据微软官方介绍，Maia 200 作为一款强大的 AI 推理加速器，旨在显著改善 AI token 生成的经济性。 Maia 200 基于台积电的 3 纳米工艺打造，配备原生 FP8/FP4 张量核心、重新设计的内存系统，拥有 216GB HBM3e 内存、7TB/s 带宽以及 272MB 片上 SRAM，并配有数据传输引擎，从而能够保证大规模模型高效、快速地进行数据流动。 这些使得 Maia 200 成为任何超级计算平台中表现最强的第一方硅片，其 FP4 性能是第三代 Amazon Trainium 的三倍，FP8 性能超越了谷歌第七代 TPU。 与此同时，Maia 200 还是微软迄今为止最高效的推理系统，每美元性能比该公司当前集群中的最新一代硬件提升了 30%。 Maia 200 是微软异构 AI 基础设施的重要组成部分，将为包括 OpenAI 最新 GPT-5.2 在内的多个大模型提供支持，为 Micro ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index (950162.SH) increased by 1.97%, with notable gains from Dongxin Co., Ltd. reaching the daily limit, and Puran Co., Ltd. rising over 14% [1] - The Tianhong Sci-Tech Chip Design ETF (589070) recorded a trading volume exceeding 65 million yuan, with a net inflow of 26.31 million yuan on January 26 [1] - The Tianhong ETF has a 20% price fluctuation limit and closely tracks the Sci-Tech Innovation Board Chip Design Theme Index, focusing on the core segment of chip design with a high industry concentration of nearly 95% [1] Group 2 - Microsoft has launched its next-generation AI accelerator, Maia 200, which reportedly outperforms Amazon's third-generation Trainium and Google's seventh-generation TPU, positioning it as the strongest self-developed chip among major cloud service providers [2] - The domestic AI chip market in China, including products from Huawei and Cambrian, is projected to reach 99.67 billion yuan in 2024 and potentially exceed 100 billion yuan by 2029, driven by technological breakthroughs in ASIC/DSA architecture [2] - Foundries like SMIC are operating at over 95% capacity utilization, supporting the expansion of local design companies in the AI chip sector [2]

Market Summary - The Dow Jones Industrial Average increased by 313.69 points, or 0.64%, closing at 49,412.4 [2] - The Nasdaq rose by 100.12 points, or 0.43%, to finish at 23,601.36 [2] - The S&P 500 gained 34.62 points, or 0.50%, ending at 6,950.23 [2] - European markets showed mixed results, with the Euro Stoxx 50 up by 9.6 points (0.16%) and the French CAC40 down by 11.9 points (-0.15%) [2] - Asian markets experienced declines, with the Nikkei 225 down by 961.62 points (-1.79%) and the Hang Seng Tech Index down by 72.02 points (-1.24%) [2] Trade Relations - President Trump announced an increase in tariffs on all goods from South Korea from 15% to 25% due to the South Korean parliament's failure to fulfill a trade agreement [4] - The South Korean government is set to hold a meeting to discuss countermeasures [4] Military Developments - The U.S. Navy's Abraham Lincoln Carrier Strike Group has been deployed to the Middle East, ready to act against Iran if necessary [4] - Iran's response indicates readiness to counter any aggression [4] Oil Production - OPEC+ is expected to maintain its current oil production policy, likely continuing to freeze output in March due to market oversupply and geopolitical tensions [4] EU Energy Policy - The European Union has approved a plan to stop importing Russian natural gas by the end of 2027, with specific deadlines for liquefied natural gas and pipeline gas [5] - Prior to the Ukraine conflict, Russia supplied over 40% of the EU's natural gas, which is projected to drop to about 13% by 2025 [5] Trade Agreements - The European Parliament has postponed a decision on resuming the approval process for the EU-U.S. trade agreement, with further discussions scheduled for February [6] AI and Technology Developments - Microsoft launched its second-generation AI chip, Maia200, aimed at enhancing service efficiency and reducing reliance on Nvidia hardware [7] - Nvidia announced a $2 billion investment in CoreWeave to support the development of AI computing infrastructure [8] - The EU has initiated a formal investigation into Musk's platform X regarding its AI chatbot's failure to prevent the generation of harmful content [8] Product Launches - Apple released an upgraded version of AirTag, featuring improved Bluetooth capabilities and enhanced tracking features [8]

MSFT 12m Price Target: $655.00 Price: $465.95 Upside: 40.6% Microsoft reports 2QFY results on 1/28. We believe risk/reward is skewed positive into the print. Since 1Q EPS in October, the stock is down 13% vs. the NASDAQ down 2%, in part due to broader concerns around the OpenAI ecosystem and app software disintermediation (productivity and business processes is 43% of Microsoft revenue), as well as specific concerns around Azure competitive positioning. We recognize the heightened focus on Azure revenue gro ...

Core Viewpoint - Microsoft has received local approval to expand its data center operations in Pleasant Prairie, Wisconsin, by adding 15 new data centers, which will enhance its capacity to confirm revenue from OpenAI and other clients [1] Group 1: Company Expansion - The new data centers will be located near Microsoft's existing data center expansion area [1] - Microsoft is in competition with Amazon, Google, and Oracle to build data centers equipped with NVIDIA chips for training and running generative AI models [1] Group 2: Challenges and Community Response - Finding suitable locations for these facilities is challenging due to utility companies not always providing the necessary energy [1] - Residents and officials in Pleasant Prairie generally welcome Microsoft's expansion in the village [1] - Microsoft is now able to submit final civil engineering plans and apply for building permits [1]

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当地时间1月26日，微软宣布推出第二代人工智能芯片Maia 200。 微软云与人工智能执行副总裁斯科特·格思里表示，Maia 200采用台积电3纳米工艺制造，每颗芯片包含超过 1400 亿个晶体管，为大规模 AI 工作负载量身打造，同时兼顾高性价比。他称Maia 200是微软迄今为止部 署的最高效推理系统，其每美元性能比微软目前部署的最新一代硬件提升了30%。他同时表示，Maia 200的 FP4性能是第三代 Amazon Trainium的3倍。 目前，Maia 200已部署在微软位于 爱荷华州 得梅因附近的美国中部数据中心区域，接下来将部署位于亚利 桑那州凤凰城附近的美国西部3数据中心区域，未来还将部署更多区域。 2026.01. 27 本文字数：1180，阅读时长大约2分钟 作者 | 第一财经 陆涵之 萨蒂亚·纳德拉则在财报中表示，将继续加大对人工智能领域的投资，包括资金和人才，以把握未来巨大的 机遇。他同时表示，微软旗下所有产品中，人工智能功能的月活跃用户已达9亿。 在应用方面，微软超级智能团队将利用 Maia 200 进行合成数据生成和强化学习，以改进下一代内部模型。 在去年11月，微软宣布成立超级 ...

智通财经APP获悉，美国银行全球研究团队表示，美股财报季第二周交出了稳健但难言亮眼的成绩单， 整体趋势保持平稳，并未出现加速向好的态势。 在新一轮财报披露相对清淡后，美银指出，标普500指数成分股中已有64家公司发布业绩(约占指数总盈 利的18%)，各项业绩指标与上周相比基本持平。 结合已披露业绩和分析师预测值的综合测算，市场对四季度每股收益的普遍预期为同比增长约7%，与 上周持平。美国银行则预计，四季度每股收益最终同比增幅将接近11%，并指出相关上行风险仍存。 本周财报披露节奏将显著加快，超过100家标普500成分公司(约占指数总盈利三分之一)计划公布业绩， 本周也将成为本次财报季第二繁忙的一周。科技板块将成为财报季的焦点，微软(MSFT.US)、Meta Platforms(META.US)、特斯拉(TSLA.US)和苹果(AAPL.US)均将陆续披露业绩。 已披露财报的企业中，约70%实现每股收益超预期，这一比例高于财报季第二周64%的历史平均水平， 但远低于上一季度79%的超预期率。美银强调，企业盈利超预期幅度的整体均值约为7%，略低于上一 财报季同期8%的水平。 ...

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted why the company’s valuation has dropped. He stated: CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… A bunch of the Mag Seven stocks have been underperforming, at least until today, when they roared. Still, M ...