明星科技股分化，英伟达涨1.59%，谷歌涨0.38%，微软涨0.22%，特斯拉跌0.10%，Meta，亚马逊和苹果跌 逾0.6%，苹果跌0.7%，甲骨文跌1.20%。 纳斯达克中国金龙指数涨0.32%，阿里巴巴涨1.70%，网易涨1.46%，百度涨0.02%，京东跌0.92%，拼多多 跌3.84%。 2026.01. 29 本文字数：1315，阅读时长大约2分钟 作者 | 第一财经 樊志菁 周三美股涨跌互现，投资者消化最新美联储利率决议，并等待多家科技巨头盘后公布业绩。截至收盘，道指 涨12.19点，涨幅为0.02%，报49015.60点，纳指涨0.17%，报23857.45点；标普500指数微跌0.01%，报 6978.03点，盘中历史首次突破7000点大关。 半导体设备巨头阿斯麦高开低走跌2.1%，公司2025年第四季度净销售额达97亿欧元，创纪录新高，超出市 场预期。受人工智能芯片制造产能投资扩大推动，公司2025年第四季度的订单额达132亿欧元，是分析师平 均预期的2倍。阿斯麦还上调了业绩展望，预计2026年全年销售额将在340亿欧元至390亿欧元之间，而分析 师的预期为350亿欧元。 北京时间周四凌 ...

Since NVIDIA (NASDAQ: NVDA) joined the trillion-dollar club in 2023, its market capitalisation has reached an eye-watering peak of US$5 trillion.However, good stocks are only good investments if one doesn’t pay too much for them.Here’s the five trillion-dollar question: Is it too late to buy NVIDIA?We unpack the drivers behind NVIDIA’s rise to find out. How NVIDIA Reached Trillion-Dollar StatusFrom its humble beginnings as a gaming graphics processing unit (GPU) provider, NVIDIA currently derives most of it ...

U.S. chipmaker Nvidia helped China's DeepSeek hone artificial intelligence models that were later used by the Chinese military, the chairman of a U.S. House of Representatives committee said in a lett... ...

周三美股成交额第1名英伟达收高1.58%，成交278.73亿美元。周三美股芯片板块普涨。据媒体报道，英 伟达和亚马逊可能参与了OpenAI的融资轮。 第2名特斯拉收跌0.10%，成交214.2亿美元。周三美股收盘后，特斯拉报告第四季度每股收益0.24美 元，上年同期0.66美元；第四季度调整后每股收益0.50美元，上年同期0.73美元，预估0.45美元；第四季 度营收249.0亿美元，同比减少3.1%，预估251.1亿美元；第四季度经营利润14.1亿美元，同比减少 11%，预估13.2亿美元；第四季度自由现金流14.2亿美元，同比减少30%，预估15.9亿美元；第四季度毛 利率20.1%，预估17.1%。特斯拉盘后涨近4%。 第3名美光收高6.10%，成交177.15亿美元。周三美股存储概念股普涨。据1月28日声明，新加坡胜科工 业与美光科技将扩大双方2023年签订的18年期购电协议，为后者新增供应150兆瓦电力，协议期限维持 不变。根据原有协议，胜科为美光新加坡生产设施供应450兆瓦电力。 第6名苹果收跌0.71%，成交101.76亿美元。据消费者智能研究伙伴公司（CIRP）的最新市场调研数据 显示，在截至 ...

PepsiCo announced a multi-year collaboration with Siemens and Nvidia designed to transform plant and supply chain operations through advanced digital twin technology and artificial intelligence (AI). The initiative positions the global consumer packaged goods giant at the forefront of industrial AI adoption for complex manufacturing and logistics systems.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, ...

Key Takeaways Profitable chip stocks are gaining attention in 2026 as investors prioritize a strong net income ratio.MU posted a 12-month net profit margin of 28.2%, underscoring its strong profitability among chipmakers.NVDA reported a 53% net profit margin, showing its strong ability to generate income from computing solutions.Now that 2026 is underway, investors should focus on companies that generate solid returns after covering all operating and non-operating expenses. As a result, profitable businesse ...

Market Analysis by covering: Intel Corporation, Applied Materials Inc, Lam Research Corp, KLA Corporation. Read 's Market Analysis on Investing.com ...

If you can stomach volatility, the long-term potential remains strong.The "Magnificent Seven" stocks got their name by being seven of the best-performing and dominant tech companies in the world. Unfortunately, most of the companies had a less-than-magnificent 2025.Five of the companies underperformed the S&P 500's 16.4% returns, with the two exceptions being Nvidia (NVDA +1.44%) and Alphabet (GOOG +0.61%)(GOOGL +0.73%). They finished 2025 up 38.9% and 65.4%, respectively.Considering their impressive recent ...

Nvidia stock rose early on Wednesday as investors welcomed signs of progress in the company's access to the Chinese market, easing a key overhang that has weighed on the stock for months. Optimism aro... ...

德州仪器股价上涨约8.5%。希捷大涨17.7%，而阿斯麦则下跌2.3%，当天早些时候的涨幅曾高达7.5%。 其他与人工智能相关的芯片制造商，包括英伟达、美光、AMD和英特尔都在交易中走高，延续了整个 行业的涨势。 费城半导体指数上涨了1.7%。 受人工智能数据中心硬件需求激增的提振，芯片制造商的股价在周三反弹，而德州仪器和其他制造商的 乐观业绩表明，这一发展势头正在超越英伟达的高端处理器而扩大。 德州仪器生产用于数据中心信号转换和电源管理的模拟芯片，与英伟达快速、高价的人工智能图形芯片 不同，受益于科技公司为实现人工智能目标而加强计算基础设施的需求激增。 德州仪器股价上涨约8.5%。希捷大涨17.7%，而阿斯麦则下跌2.3%，当天早些时候的涨幅曾高达7.5%。 其他与人工智能相关的芯片制造商，包括英伟达、美光、AMD和英特尔都在交易中走高，延续了整个 行业的涨势。 周三，德州仪器发布了乐观的季度财测 ，显示人工智能数据中心的蓬勃发展正在推动英伟达先进处理 器之外的芯片需求，这凸显了该行业的发展势头。 欧洲芯片设备领军企业ASML也在周三公布了强劲的第四季度业绩。该公司的预订额几乎是分析师预计 的两倍，同时还上 ...