Wedbush Securities analyst Dan Ives is doubling down on his bullish thesis for the “fourth industrial revolution,” identifying Tesla Inc. (NASDAQ:TSLA) and Nvidia Corp. (NASDAQ:NVDA) as the two indispensable pillars of the burgeoning physical AI market.The Two Titans Of Physical AIWhile the tech world remains captivated by Large Language Models (LLMs) and chatbots, Ives argues that the most significant value is shifting toward machines that interact with the physical world.For Ives, two companies stand alon ...

格隆汇1月30日丨武商集团(000501.SZ)在投资者互动平台表示，公司与英伟达(NVIDIA)暂无合作。 ...

格隆汇1月30日丨武商集团(000501.SZ)在投资者互动平台表示，公司与英伟达(NVIDIA)暂无合作。 ...

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 在资产管理行业的金字塔尖，头部私募基金经理（所属公司规模在50亿以上）凭借其管理的庞大资金体量与深刻的市场洞察，长期以来市场风向 的重要引领者。这些掌舵者的每一次调仓、每一篇投资手记，都可能引发市场的广泛解读。 私募排排网数据显示，截至 2026年1月23日，头部 私募基金经理共有1316位，仅占所有基金经理总数的4.34%。 为了让读者更全面地了解头部私募基金经理，接下来，笔者将分别盘点近半年、近1年、近3年、近5年业绩位列10强的头部私募基金经理。 （注：上榜的头部私募基金经理所管产品至少有3只有业绩展示且符合排名规则） 0 1 近半年：博普科技何瑞琳摘得桂冠！ 近半年，所管产品至少有3只有业绩展示且符合排名规则的基金经理共有148位，其中10强基金经理的"上榜门槛"为 *** %。在10强基金经理 中，准百亿私募（规模50-100亿）的基金经理有6位，百亿私募基金经理有4位。从投资模式来看，混合型（"主观+量化"）私募、主观私募基金 经理较多，各有4位；量化私募基金经理有3位。（ 点此查看收益 ） [应监管要求，私募产品不能公开展示业绩，文 ...

Core Insights - China has approved its leading AI startup DeepSeek to purchase Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized [1] Company Summary - DeepSeek, identified as a top AI startup in China, is set to acquire Nvidia's H200 chips, indicating a significant move in the AI sector [1] Industry Summary - The approval for DeepSeek to buy Nvidia's AI chips reflects China's ongoing investment and interest in advancing its artificial intelligence capabilities [1]

【热点事件】 订单超预期+业绩创历史！SK海力士尽享AI存储红利 据业内消息，在存储芯片行业景气度持续回升、AI算力需求高速增长的背景下，SK海力士斩获重磅订单，凭借领先的产品 良品率以及长期积累的客户信任度，成功拿下英伟达Vera Rubin平台约70%的HBM4订单，这一订单份额显著超出市场此前 预期。 此前1月28日，SK海力士发布了截至2025年12月31日的2025财年及第四季财务报告，得益于自2025年下半年以来AI需求爆 发推动的存储芯片供应紧缺和价格大涨，SK海力士多项业绩指标均创下了历史新高。其中，2025财年第四季营收为32.8267 万亿韩元，同比增长66%，环比增长34%；营业利润为19.1696万亿韩元，同比暴涨137%，环比增长68%。 【机构观点】 截至2026年1月30日 13:38，科创芯片设计ETF天弘(589070)盘中换手16.91%，成交9810.98万元，市场交投活跃。跟踪的上 证科创板芯片设计主题指数(950162)一度强势涨超3%，现涨2.80%，成分股澜起科技上涨12.54%，普冉股份上涨11.64%， 中微半导上涨9.75%，聚辰股份，芯原股份等个股跟涨。 ...

①阿里平头哥上线自研高端AI芯片"真武810E"，性能对标英伟达H20。知情人士透露，阿里正考虑将未 来三年投入到AI基建与云计算上的3800亿元提升至4800亿元。 格隆汇1月30日｜今日上午，半导体板块盘中拉升，成份股普冉股份、中微半导、芯原股份分别涨 9.88%、9.21%和6.97%，带动科创芯片设计ETF天弘(589070)标的指数上演V型拉升，从早盘深跌2%翻 红上涨1%，盘中振幅高达3%，该ETF上个交易日大幅"吸金"超6200万元。 科创芯片设计ETF天弘(589070)专注产业"大脑"环节，芯片设计行业占比96%，涵盖 CPU、GPU、AI 芯 片、存储芯片、模拟芯片等，完整覆盖芯片设计产业链，前十大成分股涵盖寒武纪(AI训练芯片)、海光 信息(通用计算芯片)、澜起科技(内存接口芯片)、芯原股份(IP核)等AI算力体系核心企业，直接受益AI算 力爆发。 消息面上： ②黄仁勋透露下一代AI芯片Rubin需求"极其强劲"，正携手英特尔开发定制X86处理器，今年预增大幅 增长。他还警示，台积电未来十年产能扩充将面临严峻的能源挑战。 国信证券指出，受AI增量需求拉动，电子上游涨价品类不断增加，存储和 ...

Core Insights - Anthropic's revenue is projected to grow at a faster rate than previously expected [1] Company Updates - Recent updates have implications for Nvidia and other AI stocks [1]

Market Volatility - US financial markets experienced extreme volatility, with an estimated $9 trillion movement in market capitalisation within a few hours, indicating heightened uncertainty across asset classes [1][2] - Gold prices initially fell by approximately 8% but recovered swiftly, reflecting intense intraday trading activity [2][5] - Silver prices dropped by 11.9% amid a slump in major US AI and technology stocks, highlighting the interconnectedness of precious metals and tech equities [5][6] Gold and Silver Price Movements - Gold prices saw a significant decline, erasing almost $3 trillion in value as US markets opened, before recovering close to $2 trillion by market close [2][3] - Silver initially wiped out around $750 billion but later added back nearly $500 billion, showcasing its volatility [3] - Gold peaked just below $5,600 before experiencing a sharp decline, while silver peaked above $121 per troy ounce, marking its strongest monthly gain outside December 1979 [5][6] Impact on US Equities - The S&P 500 erased $780 billion in intraday trading but recovered $530 billion by the close, reflecting the overall market volatility [3] - The Nasdaq dropped around 2.4% initially, with a wipeout of $760 billion before recovering $580 billion by the end of the session [3] - Combined US equities erased $1.15 trillion intraday and recovered $1.07 trillion by the close, indicating significant market fluctuations [3]

Group 1 - The core point of the article is that Nvidia, Microsoft, and Amazon are negotiating to invest up to $60 billion in OpenAI, which would be the largest single funding round in the AI sector to date [1][4] Group 2 - Nvidia plans to lead the investment with $30 billion, as it is a key chip supplier for OpenAI, providing GPUs for training models like ChatGPT [4] - Microsoft, as OpenAI's largest strategic partner and cloud service provider, intends to invest less than $10 billion, continuing its support since 2019 while avoiding excessive dilution of its equity [4] - Amazon is looking to invest over $10 billion, potentially exceeding $20 billion, marking its first direct investment in OpenAI, which is seen as a strategic move to strengthen its AI ecosystem against Microsoft Azure [4] Group 3 - The funding round is perceived as a response to competitive pressures, especially after Anthropic raised $7.3 billion and other tech giants like Google and Meta accelerated their AI investments [4] - OpenAI's CEO Sam Altman has indicated that future funding needs could reach trillions of dollars to achieve the goal of Artificial General Intelligence (AGI), making this financing round just the first step in a long-term plan [4]