智通财经APP获悉，周四，英伟达持仓概念股普涨，截至发稿，CoreWeave(CRWV.US)涨超8%， NEBIUS(NBIS.US)、Arm Holdings(ARM.US)涨超2%；英伟达(NVDA.US)涨超2.8%。 ...

周四，英伟达持仓概念股普涨，截至发稿，CoreWeave(CRWV.US)涨超8%，NEBIUS(NBIS.US)、Arm Holdings(ARM.US)涨超2%；英伟达(NVDA.US)涨超2.8%。 ...

US stocks rose on Thursday as Wall Street attempted to recover from back-to-back losing sessions, with strength in semiconductor shares helping to lift broader market sentiment amid a mixed geopolitical and policy backdrop. The S&P 500 climbed 0.6%, while the Nasdaq Composite advanced 0.9%. The Dow Jones Industrial Average added 165 points, or 0.3%, as gains in technology and financial stocks offset lingering concerns tied to trade policy and international tensions. Despite Thursday's gains, markets are com ...

Chip stocks jumped in premarket trade Thursday as Nvidia's (NVDA) chip manufacturer TSMC (TSM) gave financial forecasts that signaled strong demand for AI and its CEO dismissed bubble fears. Following the release of its fourth quarter results — which outperformed Wall Street’s expectations on the top and bottom lines in its fourth quarter — TSMC executives said the Taiwan-based manufacturer is set to see AI-related revenue grow at a compounded annual rate (CAGR) in the high-50% range through 2029. Crucial ...

作者：贝壳社 2026年，转型与产出的关键之年。 作为全球生物医药行业的"风向标"，在2026年JMP大会上，礼来、默沙东、罗氏、诺华、赛诺菲、武 田、再生元、百济神州等巨头披露的企业动态和战略布局对行业具有深刻的启发意义。 整体来看，赛道呈现出极致分化态势，ADC与GLP-1被视为为未来五年的重要增长引擎，头部企业正通 过组合疗法和给药迭代修筑护城河。mRNA、siRNA及放射性配体疗法（RLT）从"前沿概念"转向"临床 常态"，MNC开始整合这些技术平台。BD策略精准化，2025年完成的中小规模"补强型"收购开始步入兑 现期，2026年的并购逻辑将更加多元化。 1 热点赛道动态：技术迭代与适应症拓展双轮驱动 ADC依然是肿瘤板块的主角之一。 默沙东通过与第一三共的深度协作，全面推进I-DXd、P-DXd及sac-TMT（TROP2ADC）等资产，通过 多靶点布局拓展ADC在多种肿瘤领域的应用。百济神州将ADC视为核心技术模态之一，并在全球范围 内积极推动药物可及性，加速ADC管线迭代。礼来在2025年完成了多项ADC相关的技术交易，旨在提 升其在肿瘤治疗领域的技术能力和产品管线。 减重市场正从单纯的体重降 ...

| 跨国药企 | 合作方/收购方 | 交易价值 | 合作内容 | | --- | --- | --- | --- | | 赛诺菲 | Earendil Labs (华深智药) | 25.6亿美元 | 发现针对自身免疫性和炎症性疾病的 | | | | | 双特异性抗体 | | 施维雅 | 英矽智能 | 8.88亿美元 | 聚焦肿瘤靶点和小分子药物的发现 | | 礼来 | Nimbus | 13.5亿美元 | 开发一款新型口服小分子药物 | | 勃林格殷格翰 | Variant Bio | 1.2亿美元 | 利用其AI和数据平台发现和验证心 | | | | | 肾疾病及肾脏疾病的新治疗靶点 | | 拝耳 | Cradle | | 部署Cradle的蛋白质工程科学人工 | | | | | 智能软件平台,推动抗体研发 | | 礼来 | 英伟达 | 10亿美元 | 共建全球首个AI药物共创实验室 | | 礼来 | Chai Discovery | | 礼来将部署Chai的AI平台,用于生 | | | | | 物制剂研发,此外,Chai还将为礼 | | | | | 来量身定制一个AI模型 | | 葛兰素史克 | Noet ...

中信建投认为，随着单颗 AI 芯片功率突破1000W大关，传统的电力架构已逼近物理极限。为了支撑未来 GW 级别的算力需求，数据中心电源正 处于从交流向 800V 高压直流（HVDC）彻底转型的临界点。这不仅仅是电压等级的提升，而是一场涉及架构重构的供应链革命。 1月15日，中信建投在最新报告中指出，投资者应当关注这场变革中价值量最集中、技术壁垒最高的环节，尤其是能够提供 800V 电源主机 （PSU/HVDC/SST）、以及为解决直流灭弧难题而必不可少的固态断路器和第三代半导体（SiC/GaN）等核心增量部件。对于投资者而言，这不 仅是技术迭代，更是真金白银的产业红利重新分配。 物理极限逼迫架构重构：从"可乐瓶"到"口红"的瘦身革命 中信建投指出了驱动这场电源革命的根本原动力：算力密度的指数级增长。 随着以英伟达 Blackwell B200 为代表的芯片单体功率突破 1000W，以及未来 Rubin 架构可能的进一步提升，单机柜功率正在向 MW（兆瓦）级迈 进。报告分析认为，现有的 415V 交流供电体系在面对如此恐怖的功率密度时已显得力不从心。 | स्टेसि | 芯片架构 | 芯片型号 | TDP ...

U.S. stock futures are exhibiting a mixed to positive trend this Thursday, January 15, 2026, as investors digest a flurry of corporate earnings, crucial economic data, and evolving geopolitical developments. This premarket activity follows a two-day retreat for major indexes, largely driven by a sell-off in technology and banking sectors. The market is keenly focused on today's earnings reports from financial giants and semiconductor leaders, alongside key economic indicators.Premarket Trading and Index Per ...

SiFive, which makes blueprints for parts of complex chips, said on Thursday it will become the first maker of RISC-V chip designs to integrate Nvidia technology that creates speedy links between chips... ...

Core Insights - The article discusses the investment positions held by analysts in companies such as TSM, NVDA, AMD, and INTC, indicating a bullish sentiment towards these stocks [1]. Group 1 - Analysts have a beneficial long position in TSM, NVDA, AMD, and INTC, either through stock ownership, options, or other derivatives [1]. - The article expresses personal opinions of the author, emphasizing that no compensation is received for the views presented [1]. - There is no business relationship with any company mentioned in the article, reinforcing the independence of the analysis [1].