1月8日通信ETF维持震荡，暂未展露上攻趋势。 | 通信ETF < w | | | | | | --- | --- | --- | --- | --- | | 515880.SH | | | | | | 昨收 3.128 | | 3.158 | 开盘 | 3.146 | | 131亿 流通盘 | -0.030 -0.95% | 41.9亿 | 流通值 | | | 9.40% | 最 高 3.158 | 成交量 394.40万 | 换手率 | | | 最低 均 价 3.128 | 3.090 | 成交额 12.34亿 | | | | IOPV 益折率 -0.07% 升贴水率 -0.95% | 3.1302 | | | | | 净值走势 国泰中证全指通信设备ET... 3.1579 | | | | | | 分时 五日 | | | | | | 空空力口 均价: 3.128 盘口 成交 | | | | | | 3.226 卖5 3.133 7234 | | 2.15% | | | | 3.132 | | | | 6843 | | 3.131 | | | 353 | 3240 | | 3.158 | | 0.00% | ...

Shares opened higher in Japan and Australia, while South Korea lagged. A flat day for the S&P 500 on Thursday masked selling in tech behemoths such as Nvidia Corp. Treasury futures inched up and mortgage backed securities rallied after Trump said he was directing the purchase of $200 billion of mortgage bonds.The rebound in equities after April’s tariff-driven slump faces a key test from the court ruling, just as investors brace for “It’s unclear at this point whether this is just a breather or a full rota ...

Group 1: Nvidia - Nvidia is the world's largest company by market cap, driven by high demand for its AI computing products, particularly GPUs, which are sold out [3][4] - The company projects global data-center capital expenditures will reach $3 trillion to $4 trillion by 2030, significantly up from $600 billion in 2025, positioning Nvidia as a primary beneficiary [5] - Shares are trading at 25 times projected fiscal 2027 earnings, with Wall Street analysts projecting 50% growth in fiscal 2027, indicating strong buy potential due to extreme product demand and market opportunity [6] Group 2: Amazon - Amazon's stock rose only 5% in 2025, underperforming the S&P 500, which rose over 16%, despite strong business performance [6][9] - The company operates in two segments: commerce and cloud computing, with the latter showing significant growth, particularly Amazon Web Services (AWS), which posted a 20% growth [8][9] - Continued strong growth in both segments is expected to position Amazon's stock favorably in 2026 [9] Group 3: Meta Platforms - Meta Platforms, the parent company of Facebook and Instagram, reported a 26% revenue increase in the third quarter, driven by a strong ad market and AI tool implementation [10] - The market reacted negatively to news of increased data center capex for 2026, leading to a stock sell-off, despite the company's strong fundamentals [11][13] - Meta is heavily investing in AI integration across its platforms, presenting a potential buying opportunity as it could lead to significant stock appreciation if new products succeed [13][14]

素有科技界"春晚"之称的CES(国际消费电子展)于1月6日在美国拉斯维加斯正式启幕。这场为期四天的科技盛宴以"定义AI的物理边界"为核心主题，汇聚全 球顶尖企业与创新力量，共探人工智能与实体世界的深度融合。从具身智能机器人、空间计算设备，到智能座舱、飞行汽车，CES 2026既是技术展示的舞 台，更是全球科技产业的风向标。 据中国贸促会官方数据，7家组展单位组织207家中国企业赴美参展，覆盖人工智能、智能穿戴、智能家居等多个前沿领域。其中既有超120家中小科技企 业，也汇聚了众多代表中国科技实力的标杆企业。 这些标杆企业所展示的前沿技术，既是国内技术高地的集中体现，更勾勒出全球产业演进的关键方向。对投资者而言，标杆企业的技术路径、场景落地能力 与全球化进展，既是研判中国科技产业趋势的核心样本，也是挖掘高成长赛道、识别技术壁垒型标的的重要窗口。 中国机器人军团强势集结，产业链"成建制"亮相 处于产业变革临界点的AI与机器人技术，无疑成为本届CES展会的焦点之一，全球头部厂商集中展示了各类机器人及核心零部件的最新成果。 在展会开幕首日，英伟达CEO黄仁勋在主题演讲中表示，机器人领域已正式迎来属于自己的"ChatG ...

市值狂欢终有归途，理性从来不会缺席。当地时间1月8日，英伟达跌超2%，989亿美元（约6900亿人民币）市值一夜蒸发，让不少沉迷AI神话的投资者慌了 神。有人喊着AI泡沫破裂，有人认为只是短期回调，争议背后，藏着全球资本市场的深层变局。 一、市值蒸发非泡沫破裂：是狂热后的理性回调 1月7日黄仁勋CES演讲刚点燃市场信心，美国银行证券与Evercore ISI就重申看好评级，前者目标价275美元，后者更是给出352美元的华尔街最高目标价，均 认定英伟达是2026最强AI概念股。市场对AI算力的需求仍处高位，Vera Rubin超级芯片平台全面生产的消息，本应成为强心剂。 6900亿市值蒸发，本质是前期涨幅过快后的获利了结。2025年10月底英伟达市值曾突破五万亿美元，半年内积累大量获利盘，借美股科技股集体调整窗口出 逃，属于市场正常波动。当前其市盈率TTM为45.8倍，接近大盘水平，相较于AI行业高增长预期，估值并未偏离合理区间。 这种轮动折射出全球经济的不确定性。黄金2025年全年涨幅达67%创数十年新高，现货金价站上4470美元/盎司，避险情绪升温推动资金撤离成长股。英伟 达作为AI赛道龙头，自然成为资金流 ...

Core Insights - Alison Wagonfeld will report directly to CEO Jensen Huang, indicating a strategic shift in the company's focus on marketing as it becomes increasingly important for the AI chip maker [1] Company Summary - The appointment of Alison Wagonfeld highlights the growing significance of marketing within the company, reflecting a broader trend in the industry where effective marketing strategies are essential for competitive advantage in the AI sector [1]

Market Overview - The US stock market showed mixed results, with the Dow Jones Industrial Average rising by 270.03 points, or 0.55%, closing at 49,266.11 points. In contrast, the Nasdaq fell by 104.25 points, or 0.44%, ending at 23,480.02 points, while the S&P 500 index saw a slight increase of 0.53 points, or 0.01%, to close at 6,921.46 points [4][5]. Economic Outlook - Fitch Ratings has raised its GDP growth forecast for the US for 2025 and 2026, adjusting estimates due to delayed economic data from the government shutdown at the end of last year. The Federal Reserve is expected to lower the federal funds rate to 3.25% in the first half of 2026 [6]. - US Treasury Secretary Becerra indicated that most models suggest the Fed's interest rate range may fall between 2.5% and 3.25%, emphasizing that rates remain significantly above neutral levels [7]. Inflation and Employment - A monthly survey from the New York Federal Reserve revealed an increase in US inflation expectations for December, while consumer confidence in the job market has dropped to its lowest level in over 12.5 years [8]. Energy Sector - Oil prices increased, with WTI crude for February rising by 3.2% to settle at $57.76 per barrel, and Brent crude for March up by 3.4% to $61.99 per barrel. Energy stocks saw a broad increase, with ExxonMobil rising over 3%, Chevron up more than 2%, and ConocoPhillips increasing by over 5% [10][11]. Mining Industry - Glencore and Rio Tinto have resumed negotiations to potentially create the world's largest mining company, with a combined market value exceeding $260 billion. This merger is taking place against a backdrop of increasing competition for copper resources [14]. Technology Sector - The performance of major tech stocks was mixed, with the US Tech Giants Index declining by 0.27%. Notable movements included Amazon rising nearly 2% and Google increasing over 1%, while Apple fell by 0.5%, marking its seventh consecutive day of decline due to high interest rate expectations impacting growth stock valuations [16][18].

2. 财政部副部长廖岷会见伦敦证券交易所集团首席执行官施维默。廖岷表示，2025年中国经济稳中向 好，有信心有能力保持经济持续健康发展。欢迎伦敦证券交易所集团深化对华合作，共享中国发展红 利。 3. 美国总统特朗普已同意推动一项旨在加强对俄制裁的法案，该法案为特朗普提供了阻止中国、印度、 巴西等国购买廉价俄罗斯石油的砝码。外交部发言人毛宁对此表示，中俄之间的正常经贸能源合作不针 对第三方，也不应当受到干扰和影响。 4. 公安部1月7日派出工作组，成功将重大跨境赌诈犯罪集团头目陈志从柬埔寨金边押解回国。经查，陈 志犯罪集团涉嫌开设赌场、诈骗、非法经营、掩饰隐瞒犯罪所得等多项犯罪。公安机关将于近期公开通 缉首批陈志犯罪集团骨干成员。 5. 广州出台建设先进制造业强市规划，提出加速培育人工智能、半导体与集成电路、新能源与新型储 能、低空经济与航空航天、生物制造等5个战略先导产业，前瞻布局具身智能等6个未来产业，大力发展 智能网联新能源汽车等6个新兴支柱产业。 1. A股窄幅整理，上证指数收跌0.07%报4082.98点，但仍录得连续15根阳线；深证成指跌0.51%，创业 板指跌0.82%，万得全A涨0.08%。市场 ...

内容来源：本文汇编网络公开资料。 责编 | 柒排版| 沐言 第 9380篇深度好文：5182字 |11分钟阅读 商业趋势 笔记君说： 在拉斯维加斯的CES（2026国际消费电子展）上，黄仁勋又带着他的标志性皮衣"炸场"了。 听完他的演讲，再看后续的媒体采访，我们可以发现：AI已经从"实验室里的聪明人"，变成了"要走进工厂、汽车、家庭的打工人"。 往年我们看英伟达，总觉得是"芯片大佬"在秀技术肌肉，但这次不一样，他不谈玄乎的未来概念，只说"怎么把AI落地"；不吹模型多牛，只讲"怎 么让AI算得起、用得久"。 以下，是黄仁勋在CES上的演讲和采访的精华梳理，希望对你有所帮助。 一、AI正在经历"双重搬家" 旧房子装不下新需求了 黄仁勋一开场就说：计算机行业每10-15年就会"重置"一次，这叫"平台转移"。 简单说，就像你开餐厅，原来在商场专柜（大型机时代），后来搬到街边小店（PC时代），再到线上外卖（移动互联网时代），每次"搬家"，生 意逻辑、设备、客源都得换。 但这次不一样——AI正在经历"双重搬家"，相当于同时从街边店搬到商场，还要顺便开个线上分店。 第一重搬家：应用都要"建在AI上" 以前AI是单独的工具， ...

这是一场发生在拉斯维加斯，却可能影响未来科技走向的对话。 2026年CES期间，联想集团史上最大规模的年度技术创新大会"Lenovo Tech World"也同期举办，他们点 亮了Sphere——目前地球上最具沉浸感的球形建筑。 现场，联想集团董事长兼CEO杨元庆（YY）与英伟达创始人兼CEO黄仁勋（Jensen）展开了关于AI未 来的重磅对话，并宣布了一项重磅合作——"联想人工智能云超级工厂"。 联想集团董事长兼CEO杨元庆表示，这一计划将帮助云服务提供商极大缩短"time to first token"AI部署 的时间，同时可迅速扩展规模至十万枚GPU，支持万亿参数级别的智能体和大语言模型。 英伟达最新发布的Vera Rubin将是该合作的重要组成部分。黄仁勋称，英伟达加速计算平台将为这一计 划提供强大支撑，包括最新发布的下一代训练与推理系统——NVIDIA Vera Rubin。 黄仁勋称，凭借联想在全球范围内设计、制造、集成与部署的端到端能力，云服务提供商能够加速行 动，企业也能在生产环境中真正信赖人工智能。 这不仅是两家公司的联手，也是AI真正走向"人本智能"的关键点。 "联想制造了世界上大部分的计 ...