华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 微软AI支出引爆忧虑，股价暴跌10%，拖累美股大盘。贵金属巨震。 纳指跌0.72%。微软一度暴跌12%、收跌10%，创2020年以来最大日跌幅，市值蒸发是美股史上第二大。Meta大涨超10%。特斯拉跌超3%。周四美股盘后公 布业绩后，苹果一度涨超2%、闪迪大涨12%。 10年期美债收益率小幅下跌0.6个基点至4.233%。 币圈重挫。比特币大跌6%、至两个月低点。以太坊跌超7%、跌破2800美元。 金价早盘曾大涨3.3%、逼近5600美元历史高位后跳水，一度较日高暴跌近9%，随后跌幅收窄。白银创下121美元的历史新高后，一度重挫超12%。铜价一度 大涨超11%，随后涨势回落、日内纽铜仍涨超6%。美伊局势支撑原油三连涨、日内涨3%，美油站上65美元。 亚洲时段，沪指震荡收涨，白酒爆发、贵州茅台涨逾8%，地产大涨，恒科指跌1%，芯片调整，沪金银铜飙升。 要闻 中国 习近平会见英国首相斯塔默。中英双方在英国首相斯塔默访华期间达成一系列积极成果。 外交部回应：中国已批准进口首批英伟达H200人工智能芯片？黄仁勋：此次访华行程"非常成功" ...

that do not rely heavily on technology. A significant portion of assets will be concentrated in securities in related industries, and may be similarly affected by adverse developments and price movements in such industries. A significant portion of assets may be invested in securities of companies in related sectors, and may be similarly affected by economic, political, or market events and conditions and may be more vulnerable to unfavorable sector developments. Investing in companies of small and medium c ...

Key Takeaways NVDA trades at a 41.07 forward P/E, above the industry average, leaving the stock sensitive to growth misses.NVIDIA benefits from easing U.S.-China tensions, with approvals to sell H200 AI chips to Chinese customers.NVDA sees upside from data center spending, Blackwell chip demand, and strong revenue growth. Is NVIDIA Corporation’s (NVDA) current sky-high valuation, amid trade risks and fierce competition, a reason for caution? Or, does its strong growth potential make it a worthy investment? ...

thing that caught a lot of people's attention on the call. I think it did yours as well. FSD.[snorts] He actually put a timeline, a firm a firm date on that. What do you make of it. >> I think that's what he needed to do.I mean, look, this is the most important year you could argue ever for Tesla and Musk because of FSD, because of autonomous, because of cyber capab. And I think it's important to kind of put line in the sand. you know th this speaks to along with the XAI you know in terms of that now invest ...

Intel could be close to a major foundry win.DigiTimes reported on Wednesday that Nvidia is planning to tap Intel's (INTC 1.14%) foundry for some manufacturing and advanced packaging needs beginning in 2028. Nothing has been confirmed, so this remains in the realm of rumors and speculation. However, it does line up with comments made by Intel management during the fourth-quarter earnings call.If this Nvidia rumor is true, Intel's foundry business will get a significant boost from the king of AI chips. A mix ...

1月30日，梅赛德斯-奔驰（以下简称奔驰）新一代S级轿车正式亮相。作为中期改款车型，奔驰新一代S 级轿车超过50%的部件为全新开发或重新设计。奔驰方面称其为"有史以来最全面焕新的中期改款"，并 表示新一代S级轿车将成为奔驰史上最强大产品攻势中的核心产品之一。 "新一代S级轿车将深厚底蕴与未来远见相融合，它依然是我们毋庸置疑的旗舰，也是我们对这个时代的 郑重承诺。"梅赛德斯-奔驰集团股份公司董事会主席康林松（Ola Kllenius）表示。 事实上，在豪华车市场，奔驰S级的历次迭代都具有风向标作用。自问世以来，从ABS（防抱死制动系 统）、安全气囊到ESP（电控车辆稳定行驶系统），每一代搭载的技术几乎都成为行业趋势，这也使得 奔驰S级不仅是全球最畅销的豪华轿车之一，更被业内视为豪华和创新的定义者。 然而，在智能电动化浪潮下，豪华车的定义权正在经历前所未有的重构。部分品牌凭借智能化优势，将 产品触角延伸至百万元以上的细分市场并初具规模，这也让市场出现新的声音：在智电时代，奔驰S级 等传统德系旗舰车型能否继续锚定豪华坐标？ 新一代S级轿车给出的答案是守正创新。比如面对座舱"全触控化"趋势，奔驰在新一代S级上重新引入 ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer highlighted his discussion of China business with the company CEO, as he commented: Hardly a day goes by when we don’t see some government intervention in the economy. Yesterday, I spoke to Jensen Huang, CEO of NVIDIA. He was in China… He seemed confident that he could win some meaningful Chinese business, but he said he preferred to keep the potential contracts out of any earnings estimat ...

1月28日，记者再次走访英伟达半导体（深圳）有限公司时，24日尚处于装修收尾阶段的第4层办公室已 经完工，整体风格与其他楼层保持一致。 公开资料显示，英伟达半导体（深圳）有限公司成立于2005年4月8日，法定代表人为MARK STEVEN HOOSE。经营范围包括集成电路及相关硬件的开发、设计；集成电路应用系统的设计；销售自行开发 的产品，并提供相关的技术服务和技术咨询等。 当黄仁勋1月24日下午特地跑到上海的锦德菜市场挑选水果时，深圳商报记者实地探访了英伟达在深圳 设立的公司。 作为我国首个GDP过万亿元的地市辖区，南山区的"含科浓度"超高。英伟达深圳公司正好位于深圳南山 高新技术产业园的核心区，其所在的金地威新软件科技园是一个集总部基地、研发办公、企业会所、特 色商业等于一体的综合性高新产业集聚地。 英伟达半导体（深圳）有限公司位于深圳市南山区粤海街道高新区社区高新南九道009号的金地威新软 件科技园8号楼。从一楼大堂的指示牌可以发现，英伟达半导体（深圳）有限公司所在的8号楼共有9 层，集中了多家科技公司，包括伟创力研发（深圳）有限公司、深圳市歌尔泰克科技有限公司、深圳市 边界智控科技有限公司等。英伟达占 ...

- alist and ELOC The organ -124 - 375 $ 2.9 LW o Home e Ca 11 TIMS ( 4 英伟达半导体（深圳）有限公司位于科技企业众多的深圳市南山区。 深圳商报首席记者 王海荣 文/图 中国农历马年到来前夕，英伟达（NVIDIA）创始人兼CEO黄仁勋马不停蹄地启动了他的2026年中国之行。 1月28日，黄仁勋出现在深圳南山科技园。 梳理"飞人"黄仁勋的中国之行，产业逻辑清晰可见。 当前，AI大潮风起云涌，按照黄仁勋的说法，当前人类所经历的并非简单的技术迭代，而是一次堪比PC、互 联网和移动云时代的"平台转移"。 在此背景下，深耕芯片与计算基础设施领域的英伟达也凭借AI计算加速芯片解决方案被称为"AI时代的卖铲 人"，股价一路飙升，并于去年10月底成为全球首家市值突破5万亿美元的上市公司。 黄仁勋此次访华行程与2025年初基本一致，上海、北京、深圳是此次中国行的三个站点。1月27日，黄仁勋飞 抵深圳。 连续三年的中国之行 梳理"飞人"黄仁勋近年来的行程，在新春之际走访中国，已成为这位"AI时代卖铲人"最新的例牌动作。 2024年1月，黄仁勋到访英伟达在北京、上 ...

How Nvidia's stock can get back to its winning ways after an underwhelming stretch - MarketWatch## Tech Stocks# How Nvidia's stock can get back to its winning ways after an underwhelming stretch## Nvidia's stock has trailed the chip sector this year, but Morgan Stanley thinks some investor concerns are overblownPublished: Jan. 29, 2026 at 12:15 p.m. ETShareResizeShares of Nvidia, which is led by CEO Jensen Huang, have been laggards so far this year. Photo: Patrick T. Fallon/Agence France-Presse/Getty Images ...