1月23日消息，多位知情人士透露，黄仁勋再度来华，首站到访了英伟达位于上海的新办公室，与员工见面并回答了诸多员工关注的问题， 同时回顾公司2025年主要事件。 "好几个问题质量不高，主要聚焦在2026年重点芯片相关的话题，"一位知情人士说，"(H200)这个还真没人问"。 据了解，黄仁勋此次来华行程与2025年初基本一致，主要参加上海、北京和深圳分公司的新年晚会以及供应商答谢会。 中国大陆作为英伟达最重要的市场之一，黄仁勋每年春节都会例行拜访。刚刚过去的2025年，黄仁勋更是三度拜访，以解决特供中国市场的H20产品的销 售问题，其中7月份来华参加链博会，身着唐装以中文开场进行演讲引发广泛关注。 关于黄仁勋此次来华，业内称其也有为H200对中国大陆出口铺路的目的。 此前，美国商务部已经对H200出口中国发放了特别许可，同时还推动了相关出口管制条款的调整，进而从法规层面为这款芯片的销售"解禁"。 根据腾讯科技、IT之家、CNMO等多家科技媒体1月23日最新报道，英伟达CEO黄仁勋开启2026年首次中国大陆之行，行程公开信息清晰明确，整体低调 务实，延续春节前访华惯例。 一、核心行程总览 1. 首站：上海 1月23 ...

美股收盘：三大指数涨跌不一 纳指小幅上涨 英特尔暴跌17% 美东时间周五，美股三大指数涨跌不一，纳指与标普微涨，道指收跌。英特尔因业绩指引不佳股价暴跌 17%，英伟达等芯片股则提供支撑。美元指数持续走弱，黄金期货创历史新高，白银首破100美元关 口，严寒天气推动美国天然气价格单周暴涨70%。热门科技股与中概股表现分化。 "欧洲手握3.6万亿美债，被逼急了抛售一下？" 金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 面对美国关税施压，欧洲是否应抛售美债反制？法媒分析指出，欧洲持有约3.6万亿美元美债，占海外 总量40%，这被视为可向华盛顿施压的"王牌"。近期已有丹麦、瑞典养老基金因此减持美债。但分析也 认为，欧洲美债持有结构分散，协调抛售可能导致自身重大损失，故此举短期内实施困难，或仅在美方 采取更强硬手段时成为"核选项"。 外媒：高市早苗的一个大麻烦，出现了 日本首相高市早苗为巩固权力解散众议院并提前大选，其承诺的减税政策引发市场严重担忧。投资人因 恐政府债务加剧、偿债能力下降而大规模抛售日本国债，导致长期国 ...

Signage ahead of the Nvidia Live event at CES 2026 in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026.Nvidia director Persis Drell, an engineering professor at Stanford, resigned on Wednesday after just over a decade on the chipmaker's board of directors, the company said in a filing with the SEC on Friday. Drell, 69, stepped down to pursue a "new professional opportunity," Nvidia said, and not because of a disagreement with company or any matter related to its operations or policies. Drell, who served on th ...

1月23日消息，据媒体报道，英伟达创始人黄仁勋近日再度来华，首站到访了英伟达位于上海的新办公 室，与员工见面回并答了诸多关注的问题。 据悉，黄仁勋此次来华行程与2025年初基本一致，主要是参加上海、北京和深圳分公司的新年晚会以及 供应商答谢会。 事实上，黄仁勋的此次行程属于年度例行访问。每年这个时间节点，他都会到访中国，而今年的行程更 恰逢公司发展的关键时期。 此前，美国政府刚刚放宽了 AI 处理器的出口限制，明确允许英伟达向中国市场销售 H200 芯片。 值得关注的是，在开启中国之行前，黄仁勋还现身瑞士达沃斯论坛。他在论坛上的发言，聚焦人工智能 行业前沿趋势，再次成为科技圈热议的焦点。 回顾2025年初，黄仁勋的访华之旅曾因现场给员工派发红包的暖心举动，引发外界广泛关注。 此后，他又两度到访中国，重点推进专为中国市场定制的 H20 芯片的销售事宜。 针对本次黄仁勋的访华动态，英伟达方面暂未对相关问询作出回应。 ...

Core Insights - The AI market is experiencing rapid growth, driven by the popularity of generative AI platforms like ChatGPT, leading to increased investments in AI infrastructure by companies [1][2] - Nvidia, Equinix, and Digital Realty are positioned to benefit significantly from this AI boom, with Nvidia being the leading AI chipmaker and the data center REITs providing essential infrastructure [4][11] Nvidia - Nvidia's discrete GPUs are optimized for parallel processing, making them more suitable for AI applications compared to traditional CPUs [5] - The company has shifted its revenue focus from gaming GPUs to high-end data center GPUs, which now constitute the majority of its revenue [5] - Nvidia holds over 90% of the discrete GPU market, benefiting from a first-mover advantage and a proprietary programming platform (CUDA) that locks in customers [8] - Analysts project Nvidia's revenue and earnings per share (EPS) to grow at a CAGR of 47% and 45% respectively from fiscal 2025 to fiscal 2028 [9] Data Center REITs - Equinix and Digital Realty are two of the largest data center REITs, with Equinix operating over 270 data centers and Digital Realty managing more than 300 [11] - Both companies are required to distribute at least 90% of their taxable income as dividends, making them attractive for income-oriented investors [10] - Equinix focuses on smaller units to serve a wider range of industries, while Digital Realty typically leases larger spaces to major enterprises [13] - Both companies provide interconnection services, with Equinix offering denser connections compared to Digital Realty [14] - Despite challenges in 2022 and 2023 due to rising interest rates, both stocks are expected to become compelling investments as interest rates decline and the AI market expands [16] - Equinix is valued at 21 times its projected adjusted funds from operations (AFFO) per share for 2025, with a forward yield of 2.4%, while Digital Realty trades at the same multiple with a forward yield of 3.1% [17]

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go now until the closing bell and stocks are mixed here as we head toward the close of a volatile week on Wall Street. Our very own Jared Blickery standing by with all the headlines. Jared, >> thank you Josh. Yes, we are mixed today and we are down for the week. not only in the majors, but some of the small caps, even the midcaps. I'll get to that in a second. First, let's check out the Dow, ...

Core Insights - The U.S. stock market experienced mixed performance with major indexes reflecting cautious investor sentiment ahead of significant economic announcements and the continuation of Q4 earnings season [1] Major Index Performance - The Dow Jones Industrial Average (DJI) closed down by 249.76 points at 49,134.25 - The S&P 500 (SPX) rose by 13.30 points to close at 6,926.65, on track for its first back-to-back weekly drop since June - The Nasdaq Composite (IXIC) increased by 137.87 points to 23,573.89 - The CBOE Volatility Index (VIX) decreased, indicating a slight easing of market stress [2] Upcoming Market Events - The Federal Open Market Committee (FOMC) meeting on January 29 is a key focus, with expectations that interest rates will remain in the 3.50-3.75% range - Investors will be attentive to Fed Chair Jerome Powell's comments on future monetary policy, labor market conditions, and inflation risks [3][4] Q4 Earnings Season - The upcoming week will see earnings reports from major tech companies including Apple, Microsoft, Alphabet, Amazon, Meta Platforms, and Tesla - These companies have underperformed the S&P 500 over the past year, making their earnings particularly crucial for market sentiment [5] Major Stock News - Intel (INTC) shares dropped by 17% in pre-market trading after a Q4 earnings report that, while beating estimates, included a weaker-than-expected Q1 outlook - Nvidia (NVDA) shares rose by 1.4% due to reports of Chinese regulators allowing orders for its H200 AI chips, with Q3 earnings up 62% year-over-year to $57 billion [7][8] - Tesla (TSLA) discontinued its basic driver-assistance system, Autopilot, in the U.S. and Canada - Capital One Financial (COF) shares fell after missing earnings estimates and announcing an acquisition of fintech startup Brex for $5.15 billion [9][10] Broader Market Trends - Commodities showed continued strength, with gold futures reaching $4,970 an ounce and silver surpassing $100 an ounce - Crude oil futures traded above $60 a barrel, reflecting ongoing investor sentiment and geopolitical considerations - U.S. consumer sentiment reached a five-month high, providing support for the economy [13]

Nvidia Corp (NASDAQ:NVDA) may be one of the hot hands on Friday but that doesn't quite erase concerns hanging over the semiconductor juggernaut. True, the company is practically synonymous with artificial intelligence, with its graphics processors powering the underlying advanced protocols. Nevertheless, from an average share price perspective, NVDA stock hasn't made much ground since last August, raising viability concerns.Fundamentally, Nvidia faces several challenges. Overall, fears of an AI bubble have ...

Why This Is Important The AI rally has been the driving force behind the stock market for more than three years. But the AI trade has repeatedly shape-shifted, with investors bidding up certain sub-sectors and industries as new bottlenecks in the AI infrastructure buildout emerge. Then there's Intel (INTC), one of the best-performing stocks in the S&P 500 this year. Wall Street is betting that investments by the federal government and AI king-maker Nvidia (NVDA) will help the storied chipmaker turn things a ...

The market delivered a strong gain in 2025, but it was no match for these stock picks.In December 2024, I gave investors my top 10 stocks for 2025. They included (in no particular order):Taiwan Semiconductor Manufacturing (TSM +2.06%)ASML (ASML 0.57%)Meta Platforms (META +2.50%)Alphabet (GOOG 0.41%) (GOOGL 0.45%)Amazon (AMZN +2.19%)CrowdStrike (CRWD 0.29%)dLocal (DLO +2.55%)PayPal (PYPL 1.14%)MercadoLibre (MELI 1.81%)Nvidia (NVDA +1.44%)If you followed my advice and bought these stocks last year, you're a v ...