2025年四季度财报，台积电多项指标大超预期，营收连续八季度同比增长，视产业周期如无物；毛利率超 过60%直逼软件巨头，让制造业同行侧目，三星见了咬碎了牙，特斯拉听了羡慕嫉妒恨。 以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 台积电财报发布，给人工智能行业送来了含金量最足的一次背书。 令投资机构振奋的还是资本开支。台积电给出了2026年资本开支520亿到560亿美元的指引，相比2025年全 年的409亿美元大幅上涨，给产业送了颗定心丸。 作为芯片代工厂，台积电的资本开支主要用来建设产线、购买设备。产能建设一般需要2-3年才能投产，因 此台积电的资本开支水位，基本代表了英伟达、AMD等芯片设计公司的未来订单增长。 加上台积电虽然身处高科技行业，但在经营上是个比较保守的公司，在2025年资本开支大涨35%的情况下， 台积电又给出了"未来三年资本开支显著增加"的信号，自然让华尔街心花怒放。 财报会结束，不仅台积电自家股价刷新历史新高，连带着泛林、应用材料等各大关联单位连夜猛涨，好兄 弟ASML市值直破5000亿美元大关。中美各大机构跟进，研报接二连三，"确定性"成为高频字眼 ...

1. 1月20日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌1.24%，标普500指数期货跌1.34%，纳指期 货跌1.65%。 | ■ US 30 | 48,749.40 | 48.994.40 | 48,489.80 | -609.90 | -1.24% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,846.70 | 6,882.60 | 6,813.20 | -93.30 | -1.34% | | 트 US Tech 100 | 25,107.30 | 25,289.80 | 24,947.90 | -422.00 | -1.65% | 2. 截至发稿，德国DAX指数跌1.21%，英国富时100指数跌0.86%，法国CAC40指数跌0.89%，欧洲斯托克50指数跌 1.01%。 | 德国DAX30 | 24,658.53 | 24,817.53 | 24,507.79 | -301.80 | -1.21% | | --- | --- | --- | --- | --- | --- | | 类 英国富时100 | 10,107 ...

On the Automate exhibition floor, the Humanoid Robot Pavilion, sponsored by NVIDIA, is planned as a free- to-attend experience for all Automate show attendees. In addition to demos, the pavilion will feature a theater for humanoid robot exhibitors to give presentations on their products throughout the show. CHICAGO--(BUSINESS WIRE)--The third annual Humanoid Robot Forum will be featured as part of Automate, North America's largest robotics and automation trade show slated for June 22-25 at McCormick Place, ...

智通财经APP获悉，Wedbush表示，当前围绕格陵兰岛的关税之争将导致市场走弱，但同时也为投资者 提供了布局"科技龙头股"的良机。 美国财政部长贝森特已向欧洲国家发出呼吁，希望后者不要针对美国因格陵兰岛问题祭出的关税措施采 取报复行动。 该团队进一步补充，根据调研情况，未来几周内，科技巨头们将迎来强劲的四季度财报季。今年美股科 技巨头的资本开支规模高达5500亿美元，这笔巨额投入正推动AI革命迈入新一轮增长周期。 Ives团队强调，当前美国在科技竞赛中已实现对中国的反超，这是30年来的首次。英伟达(NVDA.US)、 微软(MSFT.US)、Palantir(PLTR.US)、谷歌(GOOGL.US)、AMD(AMD.US)、亚马逊(AMZN.US)等一众 美国核心科技企业，正成为本轮AI革命的核心驱动力。 Ives团队表示："若早盘市场走弱，我们建议加仓包括英伟达、微软、Palantir、 CrowdStrike(CRWD.US)、Nebius(NBIS.US)、苹果(AAPL.US)、Palo Alto Networks(PANW.US)、谷歌和 特斯拉(TSLA.US)在内的多只IVES AI 30成 ...

U.S. stock futures were lower this morning, with the Dow futures falling around 700 points on Tuesday.Shares of Valneva SE (NASDAQ:VALN) fell sharply in pre-market trading.Valneva disclosed that it has withdrawn IXCHIQ Chikungunya vaccine BLA and IND in the US following FDA suspension and new serious adverse event review.Valneva shares dipped 7.7% to $9.29 in pre-market trading.Here are some other stocks moving lower in pre-market trading.Rezolve AI PLC (NASDAQ:RZLV) shares dipped 15% to $3.92 in pre-market ...

Shares of NVIDIA Corp. (NASDAQ:NVDA) gained 1.59% over the past five trading sessions after losing 2.91% the five prior. Since hitting its all-time high on Oct. 29., NVDA is down more than 10%. Nonetheless, shares remain up 32.15% over the past year. When the company reported Q3 earnings on Nov. 19, 2025, it beat on the top and bottom lines when it announced record revenue of $57.0 billion and diluted earnings per share (EPS) of $1.30, both of which exceeded analyst expectations. Data center revenue was the ...

| へ 美洲市场(HY) | | | | | | --- | --- | --- | --- | --- | | ES | 标普500期货小型 | 6850.50d | -62.75 | -0.91% | | NQ | 纳斯达克100期货小型 25122.50 | | -275.75 | -1.09% | | MNQ | 纳斯达克100期货微型 25122.50 | | -275.25 | -1.08% | | YM | 道琼斯期货小型 | 487040 | -442 | -0.90% | 值得注意的是，美股黄金股盘前走高，截至发稿，哈莫尼黄金涨近6%，科尔黛伦矿业、泛美白银、金 田涨近5%，Barrick Mining、纽曼矿业涨超3%。 1月20日，美股大型科技股盘前普跌，甲骨文一度跌超4%，现报184.71美元，跌幅为3.34%。 | 特斯拉(TESLA) | | ISLA | | --- | --- | --- | | 1500 43 | | -1.070 -0.24% | | NASDAO USD 20:00:00 | | / 0 + | | 盘前价 | 426.440 涨幅 ** | -2.53% ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【蚂蚁阿福 PC 端上线 DeepSearch 功能】 今日，蚂蚁阿福升级其 PC 端，并上线 DeepSearch （深度搜索）功能打造中国版" Open Evidence "，免费为医生、医学生及基层医疗工作者等泛医学人士提供专业服务。 【美光科技称 AI 热潮驱动"前所未见"的内存短缺】 英伟达公司供应商美光科技公司表示，内存芯片短缺在过去一个季度愈演愈烈，并重申供应紧 张状况将持续到今年之后，原因是人工智能 (AI) 基础设施建设对高端半导体的需求激增。 "我们当前看到的短缺程度的确前所未见，"美光运营执行副总裁 Manish Bhatia 上周五在纽 约州一个生产基地奠基仪式后接受采访时表示。 Bhatia 指出，制造 AI 加速器所需的高带宽内存"正在占用整个行业如此之多的可用产能，以 至于手机和个人电脑等传统领域面临严重短缺"。 【百度文心助手月活超 2 亿】 ...

We recently published 15 Fresh Stocks Jim Cramer Discussed.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed. With the year settling in, Jim Cramer has continued to defend NVIDIA Corporation (NASDAQ:NVDA)’s shares as well. While the stock lost close to 8% in the final two months of 2025, the CNBC TV host asserted that the firm was worth investing in. Year-to-date, NVIDIA Corporation (NASDAQ:NVDA)’s shares have lost close to 1.5%. Analysts and media reports have attributed the we ...

Key Points Other companies are set to benefit from TSMC's strong report and increase capital expenditures, including its chipmaking customers. As the sole provider of the machines that can manufacture advanced chips, ASML will also be a big winner. Memory makers and cloud companies should also benefit from TSMC's increased capex. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor Manufacturing (NYSE: TSM) recently reported a blowout quarter, sending its stock ...