电子行业周报 英伟达 GTC 将至，Feynman 及 LPU 或将登场 glmszqdatemark 新芯片架构及配套多维度技术革新。随着 Vera Rubin 平台在 CES 2026 确认量 产后，GTC 2026 有望迎来其强化版 Rubin Ultra 的正式亮相，并可能提前揭晓 下一代 Feynman 架构的初步技术路线。 重点公司盈利预测、估值与评级 | 代码 | 简称 | 股价 | | EPS（元） | | | PE（X） | | 评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | | | 002463 | 沪电股份 | 74.19 | 1.99 | 2.84 | 4.48 | 37 | 26 | 17 | 推荐 | | 002938 | 鹏鼎控股 | 50.37 | 1.96 | 2.40 | 2.84 | 26 | 21 | 18 | 推荐 | | 330476 | 胜宏科技 | 270.0 ...

As one of the leading forces in artificial intelligence (AI), Nvidia (NASDAQ: NVDA) tends to attract a lot of attention. Investors scrutinize each and every move, looking for insight into the state of the industry or for ideas regarding investment opportunities. Just last week, the chipmaker announced strategic partnerships with Lumentum Holdings (NASDAQ: LITE) and Coherent (NYSE: COHR), along with plans to invest $2 billion in each of the optics technology companies. It appears the forces that be have t ...

Group 1 - NVIDIA shares rebounded by 2.68%, contributing to a broader semiconductor rally, with the GraniteShares 2x Long NVDA Daily ETF (NVDL) surging 5.5% [1] - NVIDIA reported Q4 FY2026 revenue of $68.13 billion, reflecting a 73% year-over-year growth, with a notable 263% increase in networking revenue to $10.98 billion [1] - The Data Center segment generated $62.31 billion in revenue, up 75% year-over-year, indicating strong demand for NVIDIA's products [1] Group 2 - The upcoming GPU Technology Conference (GTC) is expected to serve as a major catalyst for NVIDIA, with potential announcements that could impact stock performance [1] - Analyst sentiment remains positive, with 58 analysts rating NVIDIA as a buy and a consensus price target of $265.18, while the stock currently trades around $182.65 [1] - NVIDIA's Q1 FY2027 guidance is approximately $78 billion in revenue, excluding any Data Center compute revenue from China due to export restrictions [1]

据公司公告，Applied Optoelectronics（AOI）宣布收到一家长期主要超大规模客户的1.6T数据中心光收 发器首批量产订单，金额逾2亿美元，标志着新一代高速光互联产品正式进入规模化商用阶段，消息刺 激美股盘中大涨7%。 *风险提示：股市有风险，入市需谨慎 国联民生证券表示，OFC 2026将定义2026至2027年光通信产业风向标，核心关注1.6T和3.2T量产演进、 CPO与NPO验证量产进度、光电路交换（OCS）在AI集群中的适配性，以及空芯光纤等新型光纤方向。 该机构认为，在Scale-out网络中可插拔收发器仍是主导方案，CPO将在Scale-up网络中占主导地位，并 预计Feynman或更晚期平台将采用更先进的OIO解决方案。 具体公司中，据上市公司公告、互动平台及券商研报表示， 中际旭创：公司是国内光模块龙头，深度布局高速光模块产品线，在400G、800G批量出货基础上积极 推进1.6T产品研发与客户验证。 太辰光：公司主要产品包括MPO等多芯连接器，适用于高密度多光纤连接，主要用于大型数据中心内 部的光互联。 *免责声明：文章内容仅供参考，不构成投资建议 此外，另一光产业链龙头 ...

Market Overview - The market is currently driven by headlines, particularly concerning oil prices and geopolitical events, which have influenced major indexes like the S&P, Dow, and NASDAQ [1][2] - A significant drop in oil prices has led to a decline in bond yields, indicating reduced inflationary pressure expectations [3] Sector Performance - The technology sector has seen a resurgence, with major companies like Nvidia, Broadcom, Alphabet, and Apple leading gains, suggesting a strong investor sentiment towards tech despite previous concerns [4][5] - Lower bond yields are positively impacting tech stocks, making them more attractive for growth investments [6] Economic Indicators - The current economic environment shows signs of potential recovery, with indicators such as capex and productivity previously being strong before recent disruptions [8][9] - There are still uncertainties regarding the sustainability of the bull market, but certain economic indicators suggest it could continue if geopolitical tensions ease [9] Investment Strategy - Investment strategies remain focused on sectors that have shown uptrends, such as energy, healthcare, and industrials, while caution is advised for staples that may be overbought [11][12]

Let's bring in Michael Sanseta. He's chief investment officer at Silvent Capital. It's great to see you.Give us the ATL perspective. Atlanta, uh, that is. So, let's take a step back and just tell me as a market participant, what do you make of the past, you know, 15 hours or so.>> Yeah, it's been crazy to watch the price of oil and the futures in particular and all the consternation that it caused in the market. Um, and then how short-lived it was, right. I mean, you saw what is 119 after hours and now we'r ...

Core Perspective - The recent volatility in oil prices has raised questions about the stability of the market and the risk-on trade, but statistically, it has not derailed the overall market direction [2][3][15]. Oil Market Impact - Oil prices surged to $119 per barrel after hours but have since dropped below $95, indicating rapid market fluctuations [2]. - The ongoing geopolitical tensions, particularly related to the Iran war, have exacerbated concerns about the AI slowdown trade, presenting potential buying opportunities in tech stocks [6][15]. Technology Sector Insights - Large-cap tech stocks, particularly Nvidia, have seen a significant reduction in forward earnings multiples from 38 times to around 20-21 times, despite earnings growth exceeding 60% [5]. - The tech sector, especially companies involved in the AI supply chain, is viewed as a long-term opportunity despite short-term market shocks [6][10]. - The Russell 1000 growth index, which is 50% tech, indicates the importance of getting tech investments right for long-term success [10]. Specific Company Focus - Eli Lilly is highlighted as a strong investment due to its positioning in the GLP-1 and weight loss market, with expectations for its oral medication, Zepbound, to capture significant market share [14]. - The company has been held since 2021 and is seen as well-positioned compared to competitors like Novo [14]. Market Volatility and Future Outlook - The current market volatility is considered normal after three strong years of equity returns, particularly in technology [9]. - The messaging from the administration regarding geopolitical tensions will be crucial in determining market sentiment and risk appetite moving forward [15][16].

The U.S. stock market demonstrated remarkable resilience on Monday, March 9th, 2026, as both the S&P 500 and the Nasdaq Composite climbed to fresh record highs. Despite a cautious start to the week, investor enthusiasm for artificial intelligence and a significant corporate shakeup in the airline sector provided enough momentum to overcome lingering anxieties regarding the Federal Reserve's interest rate trajectory. The market's performance today reflects a "wait-and-see" approach as traders prepare for a p ...

How To Invest: Nvidia, Palantir And History Put Volatility In Focus | Investor's Business DailyBREAKING: Futures Rise; Oracle Jumps Late---Alongside a tool to help navigate market volatility, this week's How To Invest newsletter showcases a battle plan for how to handle stocks as the Iran war rattles the market.As artificial intelligence leaders like Nvidia (NVDA), Alphabet (GOOGL) and Palantir Technologies (PLTR) fight through the ongoing U.S.-Iran conflict, investors can help safeguard their portfolios by ...

If you're looking for a stock to add to your portfolio in March, I can think of few better picks than Nvidia (NASDAQ: NVDA). It is putting up incredible numbers right now, yet the stock market is not giving it enough credit for its success. I think March could be the month when investors finally realize what a steal the stock is, causing its price to rally. There has rarely been a better buying opportunity for Nvidia's stock since the artificial intelligence (AI) infrastructure buildout began in 2023, ma ...