Victorian style homes and orange barricades along narrow residential street during utility construction, in the Hayes Valley neighborhood of San Francisco, known locally as Cerebral Valley due to the large number of artificial intelligence industry workers present in the area, August 19, 2025. (Photo by Smith Collection/Gado/Getty Images) Gado via Getty Images Nvidia stock will move the market this coming Wednesday night, says CNBC's Jim Cramer. That's because Nov. 19, the AI chip designer will deliver a th ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 在 AI 算力爆发、新能源汽车普及、 6G 通信加速落地的今天，电子设备正以前所未有的速度向高功率、高密度演进。随之而来的，是 " 散热 " 这一曾经被边缘化的 技术环节，正悄然成为制约设备性能与可靠性的 " 天花板 " 。 传统散热材料在热流密度突 300W/cm² 时已全面失效，而金刚石铜复合材料，凭借其接近极限的导热性能与优异的环境适应性，正成为突破散热瓶颈的关键材料。 从热管技术的极限挑战，到金刚石铜的工艺突破；从国际巨头的技术垄断，到国内企业的快速崛起 —— 这场由材料驱动的散热革命，正在重塑电子、汽车、军工 等高端制造业的竞争格局。 本报告从 技术内核、产业现状、市场规模到未来趋势，全面解析金刚石铜复合材料的发展路径与投资逻辑 ，为你揭示这一 " 散热新王者 " 背后的产业机遇与挑战。 一、散热技术的核心地位：从热管瓶颈到材料突围 在电子设备向 高功率、高密度、小型化 演进的浪潮中， 散热系统已从 " 性能优化项 " 升级为 " 核心制约项 " 。热管作为热管理系统的关键传导部件，其性能极限 直接 ...

RT Mark Hanna (@MarkHannaBurner)Just spoke to a client who was buying NVDA at .40 a share in 2014 and has $400 million in long term capital gains on his position https://t.co/BQQKw8hTZC ...

（原标题：长期持有不等于不卖！段永平：五年前看懂英伟达也愿意拿茅台换） 在被问及"如果出现可以无缝切换、且未来自由现金流折现优于茅台的标的，是否会考虑换仓"时，他毫 不犹豫地回答："当然会。" 他举例说明，假如在五年前就看懂了英伟达的发展潜力，而手中只有茅台时，如果条件允许，将茅台换 成英伟达是完全合理的决策。 "退休"20多年的知名投资人段永平，近日罕见发声。在访谈节目《方略》（访谈时间：2025年10月16 日）中，回答了雪球创始人方三文关于投资理念、企业经营、个人成长等话题的一系列提问。 不过，他也特别提醒，这一切的前提是"你真的看懂了"。如果对另一个标的并不理解，那么所谓的"换 仓"也就无从谈起，因为不在能力范围内的事"那就跟你没关系"。 段永平透露，目前在A股中仅持有茅台，且茅台是其少数重仓股之一。 换言之，段永平所坚持的，是在能力圈内做出理性比较与选择——投资不是一味地"买了就永远不卖"， 而是要在识别出明显更优选项时，具备调整持仓的勇气与清醒。 他进一步指出，投资本身是包含卖出选项的，而不少人对价值投资存在一个严重误解——将"长期持 有"等同于"永远不卖"。 21世纪经济报道记者杨娜娜 上海报道 ...

前言 2025年11月11日，退休20多年的传奇投资人段永平，在美国加州与方三文进行了近两小时深度交流。 这是他罕见的公开亮相，说话依旧实在通透，核心告诫散户：炒股千万别盲目抄作业，投资的关键从不 是跟风跟风，而是真正看懂公司的价值，这也是他多年稳赚的核心逻辑。 投资逻辑：懂公司+少犯错 说句实在话，段永平的投资理念简单到让人不敢信，但真能做到的没几个。他翻来覆去就强调一句 话："买股票就是买公司"。 这话听着容易，可他是真把这7个字刻进骨子里了——退休后没事干研究投资，看了一堆看图看线的书 全看不懂，直到瞧见巴菲特这句话，才算开了窍。 你发现没，真正厉害的投资人，手里的股票从来不多。段永平常跟人说，自己主要就拿三只股：苹果、 腾讯、茅台。 但最近他也有新动作，2025年第三季度的持仓显示，他大举增持了英伟达61.39%，还新买入了阿斯 麦，同时给伯克希尔加了53.53%的仓位，悄悄减了点阿里。 为啥买这些？核心就一个：看懂了，或者觉得这家公司靠谱到不用瞎操心。 就说新买入的阿斯麦，这公司看着冷门，却是全球独一份的"硬核玩家"——全世界只有它能造出EUV光 刻机，没有这设备，台积电、三星的3纳米AI芯片根本造 ...

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by earnings reports, retail hype, AI developments, and corporate news [1] Company Summaries Opendoor Technologies Inc. (NASDAQ: OPEN) - The stock surged early in the week due to optimism surrounding new CEO Kaz Nejatian's AI-driven profitability roadmap, despite a $0.12 EPS miss and $915 million in revenue [6] - The stock has a 52-week range of $0.51 to $10.87, trading around $8 to $10 per share, with a year-to-date increase of 438.36% and 383.62% over the year [7] SoFi Technologies Inc. (NASDAQ: SOFI) - SOFI's stock rose as institutional ownership increased by 223% to $23 million, revealed in 13F filings, and the company relaunched SoFi Crypto trading [7] - The stock has a 52-week range of $8.62 to $32.73, trading around $28 to $30 per share, with a year-to-date increase of 100.92% and 111.87% over the year [8] BigBear.ai Holdings Inc. (NYSE: BBAI) - BigBear.ai reported third-quarter earnings that beat revenue and EPS estimates and announced a $250 million agreement to acquire Ask Sage [8] - The stock has a 52-week range of $1.68 to $10.36, trading around $6 to $7 per share, with a year-to-date increase of 54.26% and 266.47% over the year [11] Rivian Automotive Inc. (NASDAQ: RIVN) - RIVN shares surged following the company's first-ever consolidated gross profit of $24 million and a 78% year-over-year revenue growth to $1.56 billion [13] - The stock has a 52-week range of $9.55 to $18.13, trading around $16 to $17 per share, with a year-to-date increase of 23.70% and 58.97% over the year [14] Nvidia Corp. (NASDAQ: NVDA) - NVDA shares dipped early in the week after SoftBank sold its entire stake, while the company received the 2025 Queen Elizabeth Prize for Engineering for AI contributions [14] - The stock has a 52-week range of $86.63 to $212.19, trading around $185 to $187 per share, with a year-to-date increase of 35.10% and 27.32% over the year [15]

Investment Rating - The report maintains a positive outlook on the AI Infra and Physical AI sectors, indicating strong growth potential and investment opportunities [4][5]. Core Insights - AI Infra is identified as a foundational layer for AI workloads, encompassing hardware and software systems designed for efficient model training and inference. The market is expected to grow significantly, with a projected increase of over 86% year-on-year in 2025, reaching a market size of 3.61 billion yuan [11][13]. - Physical AI is described as a systematic engineering approach that integrates spatial intelligence and world models, enabling AI to interact with the physical world. This transition is crucial for applications in robotics, autonomous driving, and industrial manufacturing [23][26]. Summary by Sections AI Infra - AI Infra includes essential components such as computing power, storage, networking, and middleware software, which are critical for AI model training and inference [6][10]. - The market for AI Infra platforms in China is forecasted to reach 1.94 billion yuan in 2024 and 3.61 billion yuan in 2025, marking a significant growth trajectory [11]. - Key players in the AI Infra space include cloud service providers, MaaS platforms, and enterprises building their own AI applications, with a focus on MLOps and automated workflows [14][20]. Physical AI - Physical AI is characterized by its ability to understand and adapt to the physical world, moving beyond traditional AI that primarily processes digital information. It relies on three main technological pillars: world models, physical simulation engines, and embodied intelligence controllers [27][26]. - The report emphasizes the importance of digital twins in optimizing design and operational efficiency, highlighting their role in industrial digital transformation [40]. - NVIDIA's Omniverse and the Cosmos model are noted as significant advancements in the Physical AI landscape, providing a comprehensive ecosystem for developing and deploying physical AI applications [31][52]. Company Updates - Fourth Paradigm has reported a revenue growth of 37% year-on-year, achieving a total revenue of 4.402 billion yuan in the first three quarters of 2025, with a notable increase in demand for AI solutions [63]. - The company has successfully adapted its platform to mainstream domestic computing power and models, enhancing its market penetration and customer base [65]. - Recent initiatives include the launch of AI solutions for sports, retail, and energy storage, demonstrating the company's commitment to expanding its application scope [66].

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Wall Street stumbled this week as AI-linked stocks faced heavy selling, led by Nvidia Corp. (NASDAQ:NVDA) and Palantir Technologies Inc. (NYSE:PLTR), despite strong earnings. The Roundhill Magnificent Seven ETF (NYSE:MAGS) fell 3.8%, wiping roughly $1 trillion in combined market cap from mega-caps including Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NASDAQ:MSFT), and Tesla Inc. ( ...

Market Overview - The stock market experienced significant volatility, with the Dow Jones reaching a record high while the S&P 500 and Nasdaq briefly fell below their 50-day moving averages [1][2] - The market closed mixed, with the Dow Jones index lagging behind other indices [2] Company Focus - Nvidia's upcoming earnings report is a focal point for investors, especially amid a backdrop of fluctuating AI stock performance [1][4] - Wall Street is closely monitoring Nvidia, particularly as AI-related stocks face selling pressure [4] Sector Insights - Oil refinery margins are improving, drawing attention to companies in the oil sector [4] - Eli Lilly is highlighted as a stock nearing buy points, indicating potential investment opportunities [4] - The AI sector is experiencing turbulence, with concerns about electrical grid issues potentially impacting the AI revolution [4]