We recently published 14 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer's radar. NVIDIA Corporation (NASDAQ:NVDA) is a regular stock on Jim Cramer’s radar. The CNBC TV host is one of the stock’s biggest proponents. As January kicked off, Citi reiterated a Buy rating on the shares and kept a $270 share price target. The bank commented that NVIDIA Corporation (NASDAQ:NVDA) had surprised it during meetings held at the Consumer Electronics Show in Las Vegas. ...

Core Viewpoint - Nvidia is experiencing significant competition in the AI chip market, which is likely contributing to the stagnation of its stock price since August [1] Company Summary - Nvidia's shares have been flatlining since August, indicating a potential market reaction to competitive pressures in the AI chip sector [1] Industry Summary - The AI chip industry is becoming increasingly competitive, impacting Nvidia's market performance and investor sentiment [1]

If you've been keeping up with the stock market in any way in recent years, you've probably heard about the semiconductor giant, Nvidia (NASDAQ: NVDA). It's hard not to know about it, given its amazing performance of late. Check it out: Time Period Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Average Annual Return Past 3 years 113.9% Past 5 years 68.8% Past 10 years ...

编辑 | 袁畅 如果只看国内的规模和影响力，但斌早已是业内百亿私募的代表人物之一。 但在海外市场，但斌还不曾有过同样的影响力。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：资本深潜号 作者 |郑孝杰 但他可能距离成为美股"百亿私募"不远了。 来自海外市场的披露信息，截至2025年末，东方港湾持有的美股资产总市值达到13.16亿美元，折合人 民币约91亿元，较三季度末的12.92亿美元再度明显增长。 这是但斌在海外市场投资能力和影响力的又一个体现。公告还显示，截至去年四季度，但斌公司的美股 组合至少包括10个股票，且他喜爱的英伟达已经退居第二位。 这背后的投资动向和逻辑，十分值得追溯。 01 谷歌晋升为头号重仓股 资事堂注意到，但斌的美股投资组合在去年四季度再次迎来"颠覆式"变化。 2025年四季度的持仓数据显示：谷歌已经取代英伟达，成为他头号持仓股票。 具体来看，谷歌在但斌的美股组合中的市值达到了4.06亿美元，占比31%，远超英伟达的2.37亿美元， 占比18%。 此前，英伟达曾是但斌的"绝对头号"资产，伴随着其在过去三年人工智能和图形处理领域的爆发性增 长，推动了基金的 ...

The major U.S. index futures are currently pointing to a higher open on Wednesday, with stocks likely to extend the upward move seen over the two previous sessions.Semiconductor stocks may continue to lead the higher after turning in some of the best performances during Tuesday's session.U.S.-listed shares of ASML (ASML) are surging 5 percent in pre-market trading after the Dutch semiconductor equipment giant reported strong fourth quarter results and provided upbeat 2026 guidance.South Korea's SK Hynix al ...

Shares of Nvidia Corp. (NASDAQ: NVDA) are 2.9% higher than a week ago. ...

此外，半导体板块走强， 英特尔、阿斯麦盘前涨逾4%，台积电涨逾2%，英伟达涨近2%。 编辑｜钉钉 1月28日，美股存储板块盘前大涨，希捷科技盘前涨近10%，西部数据涨超7%，闪迪涨近7%，美光科技 涨超4%。 | G | 希捷科技(SEAGATE) | | | | --- | --- | --- | --- | | STX.O | | | | | 371.760 = 735.4万 | 股本 2.18亿 市盈 46.3 | | 万得 | | 13.470 3.76% 换 3.44% 市值 794亿 市净 -1260 | | | 器口 | | 盘前 408.000 +36.240 +9.75% | 美东 07:13 √ | | | | 日K II ▼ 五日 | 中文 周K 月K | | | | 暨加 | 均价:410.861 | | | | 11 909 | 11.60% 卖一 408.580 | 7 | | | | 买一 406.500 | 28 | | | | 15:59 372.140 | 531 | | | | 15:59 372.251 | 100 | | | 371.760 | 0.00% 15:59 ...

Core Viewpoint - AMD is positioned as an interesting player in the AI space, with its technology not yet matching Nvidia's but showing potential for growth, especially if Nvidia's pricing becomes a barrier for customers [1]. Company Performance - AMD's upcoming fourth-quarter results on February 3 will provide insights into its future direction and 2026 outlook, with management's five-year growth forecast appearing impressive [2]. - AMD's revenue is split approximately 50-50 between its data center and non-data center segments, which may limit its ability to capitalize on the current boom in computing infrastructure spending compared to Nvidia, which derives about 90% of its revenue from data centers [4]. Market Trends - Data center spending is projected to continue growing through at least 2030, with AMD forecasting a 60% compounded annual growth rate for its data center division during this period [5]. - In Q3, AMD's data center revenue grew by 22% year over year, indicating a significant gap between current performance and future growth expectations [5]. Future Outlook - Strong statements from management regarding the 2026 outlook and potential reacceleration of the data center division are anticipated, which could lead to a significant increase in stock value if guidance is positive [6].

但斌美股持仓最新出炉。 私募排排网数据显示，截至2025年末，东方港湾持有的美股资产总市值约为13.16亿美元 （约合人民币91亿元），较三季度末的12.92亿美元略有增长。其投资组合共涵盖10只美股 标的，整体持仓结构在2025年四季度出现明显调整，进一步集中于科技板块巨头。 2025年第四季度，东方港湾进行了一系列调仓操作，清仓了包括Coinbase、奈飞、Astera Labs、 BitMine Immersion Technologies、博通、台积电在内的多只股票。与此同时，投资组合的重心更 加聚焦于大型科技公司。 校对： 李凌锋 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 最引人注目的变化是，谷歌（GOOG）取代英伟达（NVDA），成为东方港湾的第一大重仓股。 这一变动主要源于两方面因素：一是东方港湾在去年四季度大幅加仓谷歌约40.55%，二是谷歌 股价在当季上涨近29%。截至2025年末，其对谷歌的持股市值达4.06亿美元，占美股持仓总规模 ...

Monolithic Power, An Nvidia A Partner, Etches New Buy PointBREAKING: [Tech Futures Climb, Dow Lags As F5, Seagate Rally]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Driven by demand from the likes of partner Nvidia (NVDA) and others, Monolithic Power Systems (MPWR) — which provides technology that helps make artificial intelligence data centers and the cloud possible — has sparked keen interest fro ...