Now is a perfect time to increase your holdings in these five genius investments.Although the stock market is near all-time highs, there are plenty of stocks to double up on. These have massive potential to continue thriving over the next few years, and buying them now ensures you have the best potential to participate in their rises.I've got five stocks that look like great buys right now, and I think investors should consider starting or adding to their positions this month. 1. NvidiaNvidia (NVDA 2.84%) h ...

Group 1: CPO Market Growth - The CPO concept stocks experienced significant gains, with Tianfu Communication rising over 10% and ZhiShang Technology hitting a 20% limit up shortly after opening on February 3 [1][6] - According to Light Counting's report, the CPO market is expected to grow rapidly, reaching a market size of $16.5 billion by 2025 and $26 billion by 2026, with an annual growth rate of 60% [7] - Major cloud companies like Meta and Oracle plan to double their capital expenditures by 2026, supporting the CPO market despite easing supply chain shortages [7] Group 2: Sales and Adoption of Optical Devices - Sales of optical devices for the top five cloud companies are projected to account for 3.1% of their capital expenditures in 2026, up from 2.7% in 2025, and expected to rise to 4.1% by 2031 [2] - The adoption of CPO technology in Scale-up connections is anticipated to exceed forecasts, driving stronger market growth from 2028 to 2031 [2] Group 3: NVIDIA's CPO Initiatives - NVIDIA is expected to ship 10,000 CPO switches, with the Spectrum5 model leading the initial volume, and small-scale shipments of Spectrum6 and Quantum CPO switches anticipated starting in Q2 [3][9] - NVIDIA hosted a webinar on February 3, 2026, focusing on CPO switches for AI factories, emphasizing the need for infrastructure to support large-scale AI workloads [8] Group 4: Market Stability and Trends - Analysts suggest that the market may be stabilizing, although external liquidity issues and geopolitical uncertainties remain [10][11] - Recent data indicates a decrease in trading volume and financing balances in the A-share market, suggesting a trend towards market consolidation as the holiday approaches [11][12]

据讯石光通讯网1月30日报道，Light Counting 发布最新报告指出，AI发展正推动光收发器和共封装光学 （CPO）市场高速增长。预计2025年市场规模达165亿美元，2026年将激增至260亿美元，年增长率高达60%。 尽管供应链短缺正在缓解，但顶级云公司的资本开支狂热为市场提供了支撑。Meta和Oracle计划在2026年将其 资本开支翻倍，其他公司尚未更新其2026年的支出计划。 有券商研究机构表示，根据当前的假设，2026年面向前五大云公司的光学器件销售额将占其资本开支的3.1% （高于2025 年的2.7%），并将在2031 年增至4.1%。光学连接支出增加可以归因于新的应用，例如Scale-up网 络，以及用于Scale-out 和Scale-up连接的GPU带宽的快速增长。CPO在Scale-up连接中的采纳可能会超出预测， 并在2028 年至2031年间引领市场实现更强劲的增长。 另外，英伟达2月3日举办共封装硅光子交换机相关研讨会NVIDIA将于2026年2月3日（新加坡时间14:00-15:00/ 澳大利亚东部时间17:00-18:00）举办网络研讨会，主题为"面向十亿瓦级AI工厂 ...

会议助理: 丁老师好，请问本场您有 PPT 需要共享吗？ 分析师 1: 我没有的，我这边涉及的情况比较少，所以我就大概三五分钟就讲完了。 会议助理: 分析师 1: 陈老师先讲吧。 会议助理: 好的，收到。那本场发言顺序就是郭总，然后到旭东老师，最后是丁老师，您看。然后丁 老师发言完之后，我这边就直接结束会议了。辛苦各位老师做好发言准备，大概还有 3 分 钟，谢谢。 分析师 1: 郭老师，你这边大概多久呀？我们那个配合你一下处理。 郭雅丽 华泰证券计算机分析师: 我这边我觉得我想一下，半，20 分钟，半个小时，最多。 分析师 1: 好嘞。 郭雅丽 华泰证券计算机分析师: 我也不一定，我其实我也不知道我能讲多久。 会议助理: 好的，然后您看一下，您跟旭东老师是谁先发言？ 郭总，我们现在准备正式对客直播了。下面首先有请主讲老师开始发言，谢谢。 郭雅丽 华泰证券计算机分析师: 好的。欢迎欢迎各位投资者参加我们今天的这个 Cloud，应该说现在叫 Open Cloud 这么 一个会议。我是这个华泰计算机的这个研究员郭亚丽。接下来就是由我和我的同事这个海 外科技和这个互联网的同事一起为大家解读一下这个最近一直在持续的龙虾 ...

摘要 AI 需求驱动算力发展，算力芯片、光连接、电连接及 AI 基础设施成关注 重点，尤其看好光连接和液冷技术。 CPO 产业加速落地，2026 年被视为元年，台积电 CPU 光交换机封装技 术提前量产，推动产业链发展。 2026 年全球 CPO 交换机出货量预期上修，英伟达或将预期从 1 万台上 调至 1.5-2 万台，博通、谷歌等公司或跟随。 算力需求倒逼 CPO 产业链成熟，解决 AI 数据中心通信瓶颈，英伟达加 速推进光通信应用。 2026 年 CPU 产业加速成熟，NPO 和 OIO 柜内光通信需求将指数级增 长，光通信需求远超传统方案。 英伟达 CPU 交换机价值拆分：光引擎占比超 40%（单价 3-3.5 万美 元），FAU 占比约 15%（价值量 1.2 万美元）。 中际旭创、新易盛、天孚等中国公司在光引擎、FAU、无源光器件等 CPO 领域积极参与，有望占据市场份额并获利润。 Q&A CPO 产业加速落地，如何看待后续投资机会？ 20260202 随着产业进展超预期，我们预计 2026 年全球 CPO 交换机出货量将显著上修。 例如，英伟达可能将其出货预期从 1 万台上修至 15,000-2 ...

据八位知情人士透露，OpenAI 对英伟达最新的一些人工智能芯片并不满意，并且从去年以来一直在 寻求替代方案，这可能会使人工智能热潮中两家最受瞩目的公司之间的关系变得复杂。 ChatGPT 的开发商英伟达的战略转变在于更加重视用于执行特定 AI 推理环节的芯片。AI 推理是指 AI 模型（例如 ChatGPT 应用所使用的模型）响应用户查询和请求的过程。英伟达在用于训练大型 AI 模型的芯片领域仍然占据主导地位，而推理环节则成为竞争的新战场。 OpenAI 和其他公司决定在推理芯片市场寻求替代方案，这标志着英伟达在人工智能领域的统治地位 受到了重大考验，而此时两家公司正在进行投资谈判。 9 月，英伟达表示，计划向 OpenAI 投资高达 1000 亿美元，作为一项交易的一部分，该交易使这家 芯片制造商获得了这家初创公司的股份，并为 OpenAI 提供了购买先进芯片所需的资金。 路透社报道称，这笔交易原本预计几周内就能完成。然而，谈判却拖延了数月之久。在此期间， OpenAI 还与 AMD 以及其他旨在与英伟达竞争的GPU达成了合作协议。但一位知情人士表示，该公 司不断变化的产品路线图也改变了其所需的计算资源类 ...

Core Viewpoint - The semiconductor industry is crucial for modern technology, impacting various sectors from consumer electronics to military applications, and is currently facing challenges related to energy efficiency and manufacturing costs [2][3][4]. Group 1: Semiconductor Importance - Semiconductors are essential components in a wide range of devices, controlling systems from smartphones to military equipment [2]. - The industry is pivotal not only for information technology but also for advancements in fields like neuroscience and synthetic biology [7]. Group 2: Chip Design and Manufacturing - Chip design is an intellectual task requiring specialized tools and teams, while manufacturing is a labor-intensive process needing large factories [4][6]. - The integration of different chip functions necessitates various technologies, leading to inefficiencies in information transfer and high design costs [4][6]. Group 3: Market Dynamics - TSMC dominates the semiconductor foundry market with over 60% share, while the U.S. manufacturing capacity has significantly declined from 37% in 1990 to 12% in 2021 [7]. - The CHIPS Act was introduced to address the declining U.S. semiconductor manufacturing capabilities, but the global supply chain remains fragile [7]. Group 4: Technological Advancements - Moore's Law, which predicts the doubling of transistors on chips, is facing challenges as manufacturing costs rise and energy efficiency improvements slow down [10][11]. - Innovations such as 2.5D integration and chiplets are being explored to enhance performance and efficiency while addressing the limitations of traditional semiconductor designs [25][16]. Group 5: AI and High-Performance Computing - The demand for AI and machine learning applications is driving the need for specialized processors, leading to significant investments in GPU and dedicated hardware [14][15]. - High-performance computing systems are becoming increasingly power-intensive, necessitating advanced cooling solutions to manage heat [19]. Group 6: Storage Technology - Advances in storage technologies, including 3D structures and high-bandwidth memory (HBM), are crucial for meeting the growing data demands of modern applications [21][22][23]. - Emerging storage technologies like MRAM and PCM are being developed as alternatives to traditional non-volatile memory solutions, offering advantages in speed and energy efficiency [23]. Group 7: Future Outlook - The semiconductor industry is expected to achieve significant advancements driven by the increasing demand for AI and high-performance computing, with innovations in materials and manufacturing processes playing a key role [25][30]. - The integration of photonics and application-specific optimizations will be essential for overcoming the limitations of current semiconductor technologies [28][30].

2月2日美股尾盘走高，道指上涨578.68点。大型科技股涨跌互现，苹果涨超4%，谷歌、亚马逊涨超 1%，英伟达跌近3%，特斯拉跌近2%，微软、META跌超1%。苹果正探索推出一款尺寸更小、采用方 形翻盖式折叠设计的后续机型。 贵金属市场方面，现货黄金盘中一度重回4800美元，尾盘报4658美元/盎司；现货白银跌幅一度收窄至 2%左右，尾盘跌幅再度扩大至7%，报79美元/盎司。 中概股多数下跌，纳斯达克中国金龙指数跌0.65%。小鹏汽车跌超8%，好未来、爱奇艺跌超4%，蔚 来、小马智行跌近4%；叮咚买菜涨近7%，世纪互联涨近4%，新东方涨近3%，百胜中国涨逾2%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 半导体板块多数上涨，费城半导体指数上行，美光科技涨超5%，英特尔涨近5%，德州仪器涨超4%。存 储板块表现突出，闪迪涨超15%，西部数据涨近8%，希捷科技涨超6%。闪迪发布的FY26Q2财报显示， 单季度实现营业收入30.25亿美元，同比增长61%，毛利率达51.1%，远超市场预期，同时将2026年数据 中心EB级数据量增长率 ...

计算机 | 证券研究报告 — 行业周报 2026 年 2 月 3 日 强于大市 太空算力或是商业航天的 核心商业模式 计算机行业"一周解码" 马斯克计划推动 SpaceX 与 xAI 合并，旨在整合太空与 AI 业务；Meta 计划在 2026 年 大幅增加资本支出至 1150-1350 亿美元，全力投入 AI 基础设施，以驱动核心业务增 长；英伟达、亚马逊、微软正在洽谈向 OpenAI 投资，总额可能高达 600 亿美元，软 银亦考虑向 OpenAI 追加 300 亿美元投资。 支撑评级的要点 投资建议 ◼ 我们认为 SpaceX 与 xAI 合并有望进一步推动太空算力行业发展，建议关注太空 算力相关企业，包括佳缘科技、上海瀚讯、星图测控、中科星图、航天宏图、超 图软件、盛邦安全、开普云等。 评级面临的主要风险 ◼ 技术创新不及预期；政策推行不到位；下游需求景气度不稳定的风险。 相关研究报告 《持续把握商业航天机会》20260125 《AI 商业化加速落地，核心科技自主可控 需求再燃》20260119 《中美正面太空竞速，智能制造迎重磅政 策加码》20260111 中银国际证券股份有限公司 具备证券投资咨询 ...

U.S. President Donald Trump and Indian Prime Minister Narendra Modi shake hands as they attend a joint press conference at the White House in Washington, D.C., U.S., Feb. 13, 2025.The world's largest economy has struck a deal with the most populous nation.U.S. President Donald Trump announced Monday that America will lower so-called reciprocal tariffs on India to 18% from 25%. As part of the deal, New Delhi will "BUY AMERICAN" at "a much higher level," and stop buying oil from Russia. Instead, India will im ...