Key TakeawaysU.S. equities experienced significant losses, with the Nasdaq Composite (IXIC) falling 2.00% as geopolitical tensions and renewed tariff threats weighed heavily on market sentiment.Bitcoin (BTC) plunged over 8% towards $89,800, driven by geopolitical uncertainty and heavy liquidations, yet MicroStrategy (MSTR) demonstrated strong long-term conviction with a $2.13 billion BTC purchase.Moody’s upgraded Nvidia's (NVDA) senior unsecured rating to AA1 with a positive outlook, signaling confidence in ...

The move follows other investments from the chip giant to improve and expand the delivery of artificial-intelligence services to customers. ...

Group 1 - Silver prices have surged dramatically, breaking the $92 per ounce mark for the first time, with a daily increase of nearly 6% and an annual increase exceeding 28% [1][3] - Gold prices have also reached a historical high of $4641.853 per ounce, with an annual increase of over 7% [1][3] - The total market capitalization of silver has surpassed $5 trillion, making it the second-largest asset globally, only behind gold [1][5] Group 2 - The recent surge in precious metals is attributed to geopolitical tensions and economic uncertainties, with silver prices increasing by over 170% in 2025, despite a significant drop at year-end [3][7] - Central banks have significantly increased their gold purchases, with a record demand of 1313 tons in Q3 2025, driven by strong investment demand [5][9] - The rising silver prices are beginning to suppress industrial demand, with some companies considering alternatives to silver due to its high cost [11][15] Group 3 - Market expectations for gold prices are optimistic, with forecasts suggesting an average price of $5200 per ounce in 2026, driven by various factors including geopolitical risks and central bank purchases [7][13] - The silver market is experiencing a divergence in price and volume, with significant net outflows from major silver ETFs despite rising prices [15][17] - The valuation logic in financial markets is undergoing a transformation, as silver's market cap surpasses that of major tech companies, indicating a shift in investor sentiment [17]

Core Insights - The AI infrastructure boom has led to an unprecedented shortage of memory chips, as production capacity is redirected from consumer goods to meet the demands of AI companies [1][2] - Micron Technology is prioritizing enterprise clients like Nvidia and Microsoft, resulting in the discontinuation of its Crucial-branded consumer memory business [2] - The demand from AI hyperscalers is significantly impacting the conventional electronics market, leading to a predicted 2.1% drop in global smartphone shipments due to high memory prices [3] Industry Impact - PC manufacturers, including Dell Technologies, have warned that the shortage of standard DRAM will result in higher prices and reduced availability for consumers [4] - Micron is investing $100 billion in a new semiconductor facility in New York, which is expected to create 50,000 jobs and is seen as a cornerstone of national security [5][6] - The new site will house four fabs and aims to bring 40% of Micron's DRAM production to the U.S., supported by a $6.2 billion CHIPS Act award [6] Strategic Moves - Although the New York site will not produce wafers until 2030, Micron is accelerating its production capabilities by purchasing a $1.8 billion existing plant in Taiwan to increase DRAM output by 2027 [7] - The focus on memory for autonomous robots and AI accelerators is now a priority for Micron, impacting the conventional tech market and consumer pricing until new manufacturing comes online [7]

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Nvidia (NVDA), Tesla (TSLA) and other tech stocks fell across the board Tuesday as President Trump’s escalation of trade war threats to Europe shook markets. Shares in AI chipmakers Nvidia and Broadcom (AVGO) dropped more than 3%. Tesla (TSLA) and Amazon (AMZN) sank nearly 3%, while Meta (META), Alphabet (GOOGL), and Apple (AAPL) dipped almost 2%. Oracle (ORCL) — the AI cloud provider carrying debt precariously close to junk-bond status — saw shares decline around 4%. Meanwhile, Nvidia-backed emerging AI ...

Key Takeaways The Magnificent Seven aren't looking so magnificent to start the week. Related Education Other tech and AI darlings, including Broadcom (AVGO), Advanced Micro Devices (AMD), Oracle (ORCL), and Palantir (PLTR), also lost ground following the comments, weighing on the major indexes. Meanwhile, gold and silver prices surged to new highs as investors turned to safe-haven assets. Why This Matters to Investors Tuesday's tech stock losses underscore how investors may flee riskier assets in favor of t ...

The Dow Jones Industrial Average (^DJI) was down 559.24 points (-1.13%) today, January 20th, 2026, reflecting a broad market downturn. This significant decline was primarily driven by escalating geopolitical tensions following President Donald Trump's threat to impose new tariffs on eight NATO allies over their opposition to his desired purchase of Greenland. The prospect of a new trade war between the U.S. and Europe rattled investor confidence, leading to a widespread sell-off across equities and a flight ...

大摩在15号的一个报告中，提到"DRAM、高带宽内存（HBM）、NAND 及传统存储品类将迎来一轮斜率更陡的 上行周期，价格快速走高。" DRAM价格在元旦后都快要翻倍了，让很多服务器分销商们苦不堪言，采购流程超过一周，由于DDR的涨价，就 可能导致这笔生意是亏钱的了。 DDR4 32G去年12月份大概在2500，现在在4500左右；DDR4 64G原来在6500左右，现在在12000；Nand的涨价幅 度虽然也很夸张，但相对DRAM要小一些，主要是因为目前DRAM跟AI的关联度更高。 当前核心争议焦点正转向三个层面： 供给端能否实现产能追赶、真正的瓶颈环节在何处，以及由此衍生的结论 —— 存储市场的紧缺状态与定价权究竟会持续，还是逐步回归常态 。这个几个问题，我们在后面的文章中再来一 一解答。 存储为啥突然就成了瓶颈？ 随着模型上下文长度与并发量提升，KV Cache 所需存储呈线性增长，往往在算力达到极限前就耗尽高带宽内存， 使得推理任务逐渐向 存储受限 转变，这也倒逼行业从架构与软件层面优化存储效率。值得注意的是，AI 推理与 大模型训练的需求逻辑存在本质差异，且规模化难度持续加大；而上下文扩展、推理链 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 北京时间1月20日晚，美股三大指数大幅低开，截至23时20分，道琼斯指数跌1.37%，标普500指数跌 1.42%，纳斯达克综合指数跌1.72%。 中概股方面，纳斯达克金龙指数跌超0.78%，热门中概股普跌，小马智行跌超5.7%，B站跌超5%，蔚来 跌超4%。 | 虎虎科技国际 | 7.050 | -11.88% | | --- | --- | --- | | HUHU.O | | | | 晶科能源 | 27.000 | -8.47% | | JKS.N | | | | MICROALGO | 5.300 | -7.99% | | MLGO.O | | | | 世纪互联 | 9.760 | -7.53% | | VNET.O | | | | 亿航智能 | 13.375 | -7.50% | | EH.O | | | | 小马智行 | 15.369 | -5.71% | | PONY.O | | | | 昨 0 年 0 年 0 年 0 年 0 年 0 年 0 | 30.725 | -5.40% | | BILI.O | | | | 涂鸦智能 | 2.139 | -4.9 ...