An analyst sees a "surprisingly good entry point†for Nvidia investors given the stock's recent sluggish performance. ...

英伟达创始人兼首席执行官黄仁勋表示，人工智能重塑了计算模式，正推动史上最大规模的计算基础设 施建设，此次与两大企业的合作，将助力英伟达研发更尖端的硅光技术，推动AI基础设施实现前所未 有的规模、速度和能效突破，打造千兆瓦级下一代AI算力工厂。 英伟达(NVDA.US)涨超2%报181.18美元。消息上，英伟达宣布与光通信领域两大领军企业Lumentum、 Coherent达成多年期战略合作，分别向两家公司各投资20亿美元，总计斥资40亿美元加码先进光学技术 研发与制造，全力推动下一代AI基础设施的规模化建设，进一步夯实其在AI和加速计算领域的全球领 先地位。 ...

Coherent, Lumentum Stocks Rise After Nvidia Invests $2 Billion in Each - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Coherent Stock, Lumentum Soar on Nvidia Deals. Here's What to Know.By [Adam Clark]ShareResize---ReprintsIn this article[C ...

全球芯片领域传出两则大消息！ 一是，韩国的芯片又卖爆了。 3月1日，韩国发布的数据显示，2月份韩国半导体出口额同比暴涨160.8%至 251.6亿美元，再度创下单月历史最高纪录。有市场分析人士指出，上述数据表明，在AI投资的带动下，全球 存储芯片市场处于"需求爆发式增长"的"超级周期"中。 二是，英伟达计划发布一款专为OpenAI及其他客户定制的全新芯片。 据报道，OpenAI已同意成为这款新处理 器的最大客户之一，这对英伟达来说是一个"重大胜利"。 韩国芯片出口额暴涨160.8% 当地时间3月1日，韩国产业通商部发布的"2月进出口动向"资料显示，2月韩国出口额同比增加29%，为674.5亿 美元，创下历年同月最高纪录。日均出口额大增49.3%，为35.5亿美元，史上首超30亿美元。 具体来看，半导体出口业绩抢眼，强劲带动整体出口增长。受人工智能投资带动的旺盛需求及存储芯片价格大 幅上涨推动，韩国半导体2月份的出口额同比暴涨160.8%，为251.6亿美元，创下单月最高值，且出口额连续三 个月突破200亿美元。 15大主力出口品目中，半导体等五项出口同比增加，汽车（48.1亿美元）、汽车零部件（14.5亿美元 ...

Nvidia is set to host its annual GPU Technology Conference (GTC) from March 16 to 19 in San Jose, California, with workshops beginning on March 15. GTC is the leading global AI event, bringing together developers, researchers, and business leaders to explore the next generation of AI innovation. The event will feature over 700 sessions and 300-plus exhibits, offering insights into how AI is being deployed across industries. Notably, Nvidia is centering this year’s event on “AI, accelerated computing, and tr ...

Group 1 - Fourth quarter earnings for the S&P 500 are tracking a 14.2% growth rate, marking the fifth consecutive quarter of double-digit earnings growth [1] - Nvidia's earnings report highlighted strong demand for AI chips, which is a significant part of the investments being made by major tech companies in AI [2] - Notable companies reporting earnings this week include Salesforce, Home Depot, and Lowe's, indicating a diverse range of sectors contributing to the overall earnings landscape [2] Group 2 - Upcoming earnings reports will include a mix of retail companies such as Target Corporation, as well as tech firms like CrowdStrike, Broadcom, Costco, and Alibaba Group, which will provide further insights into the quarter's performance [3]

Market Overview - The US stock market experienced a significant crash, with the Dow Jones Industrial Average falling over 500 points, the S&P 500 dropping nearly 1%, and the Nasdaq sliding over 1% as investors reacted to escalating geopolitical tensions in the Middle East [1][7][20] - Rising oil prices were a primary catalyst for the selloff, with Brent crude jumping as much as 13% intraday, briefly crossing $82 per barrel before settling below $80, while West Texas Intermediate (WTI) crude surged around 8% near $73 [1][21] Inflation and Interest Rates - Higher gas prices are directly contributing to consumer inflation, which in turn pressures the Federal Reserve to maintain elevated interest rates for a longer period [2][21] - The expectation of higher inflation is leading to a reassessment of corporate earnings and stock valuations, particularly affecting technology and AI-heavy indexes like the Nasdaq [16][21] Safe-Haven Assets - Gold prices surged past $5,400 per ounce as investors sought safety amid geopolitical instability and inflation concerns, with analysts predicting an additional risk premium of up to 10% for gold [3][11] - The US Dollar Index rose 0.91% to 98.50, adding pressure on international markets as investors flocked to safe-haven assets [3][21] Sector Performance - Energy stocks rallied, with Exxon Mobil shares gaining due to higher crude prices, while defense stocks like Lockheed Martin also saw increased buying amid rising geopolitical tensions [12][21] - Conversely, airline stocks fell sharply, with Delta Air Lines dropping nearly 6% due to higher jet fuel costs, reflecting the negative impact of rising energy prices on travel-linked companies [13][21] Market Sentiment and Future Outlook - Investors are currently focused on inflation risks and the upcoming US jobs report, with expectations of only 60,000 new jobs added in February, a significant drop from January's 130,000 [4][17][21] - Historical trends suggest that geopolitical-driven market selloffs often fade unless oil prices remain elevated for an extended period, with analysts noting that sustained Brent crude prices above $80–$85 per barrel could exacerbate inflation pressures [18][19]

证 券 研 究 报 告 行业周报 AMD拿下Meta订单，英伟达业绩超预期 AI算力行业周报 投资评级： （ ） 报告日期： 推荐 维持 2026年03月02日 ◼ 分析师：吕卓阳 ◼ SAC编号：S1050523060001 投 资 要 点 英伟达公布2026财年第四季度及财年财报 英伟达公布截至2026年1月25日的第四季度创纪录收入681亿美元，环比增长20%，同比增长73%。2026 财年收入为2159亿美元，同比增长65%。本季度，GAAP和非GAAP毛利率分别为75.0%和75.2%。2026 财年，GAAP和非GAAP毛利率分别为71.1%和71.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.76 美元和1.62美元。2026财年，GAAP和非GAAP稀释每股收益分别为4.90美元和4.77美元。其中，数据中心 第四季度收入创纪录地达到623亿美元，环比增长22%，同比增长75%，主要由加速计算和人工智能推动。 英伟达对2027财年第一季度提出展望：预计收入为780亿美元，预计GAAP和非GAAP毛利率分别为74.9% 和75.0%。我们认为英伟达业绩超预期+ GTC大会临近，海外算力 ...

Nvidia will invest $2 billion in each company and secure optical networking capacity as it builds out AI infrastructure, sending Coherent and Lumentum shares higher. ...

AI is reshaping everything.We’re still giving away 10 $NVDAx.Tell us how AI has changed you ↓Kraken (@krakenfx):🎁 Own a $NVDAx on us.Ahead of NVIDIA earnings, we’re giving 10 winners 1 $NVDAx each — with @xStocksFi.To enter:▪️ Follow @krakenfx + @xStocksFi▪️ Repost▪️ Comment: How has AI changed you?Panel selected. Closes in 7 days. https://t.co/uQCyK6M3gJ ...