AI 光提速：重视硅光链和谷歌链 20260122 摘要 800G 和 1.6T 光模块需求激增，上游 EML 芯片短缺推动硅光光模块渗 透率加速提升，硅光芯片和 CW 芯片供应相对充足。 硅光产业链投资机会聚焦于硅光器件、模块及引擎，以及配套工艺设备 和软件厂商。中际旭创、新易盛等龙头企业有望受益，罗伯特科的耦合 设备和杰普特的检测设备值得关注。 台积电 2025 年第四季度营收超预期，毛利率提升，并大幅增加 2026 年资本开支预算，表明全球 AI 芯片需求强劲，利好 800G/1.6T 高速模 组及液冷产业。 英伟达在 CES 上发布 VeloRoulette 机柜及 CPO 交换机，以太网 CPU 交换机采用双 ASIC 设计，支持 102.4T 带宽，推动 CPO 方案发展，利 好硅光产业链及液冷需求。 谷歌链涉及 1.6T 光模块（中际旭创、新易盛、源杰科技），液冷市场 （英维克），服务器电源升级（欧陆通），OCS（腾景科技、聚焦科 技）和 MPO 连接器市场（长飞纤维）。 谷歌生态系统进入正循环，持续拉动 AI 算力需求，各方保障 TPU 产能， 以满足市场增长。 Q&A 台积电近期业绩表现如何 ...

U.S. stocks traded higher this morning, with the Dow Jones index falling more than 200 points on Friday.Following the market opening Friday, the Dow traded down 0.46% to 49,158.56 while the NASDAQ gained 0.19% to 23,481.32. The S&P 500 also rose, gaining, 0.03% to 6,915.27.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsEnergy shares gained by 1.3% on Friday.In trading on Friday, financial stocks dipped by 0.8%.Top HeadlineSLB Limited (NYSE:SL ...

（文章来源：每日经济新闻） 每经AI快讯，1月23日，明星科技股多数走强，AMD涨近4%，台积电、美光科技、微软涨超2%，英伟 达、Meta、亚马逊涨超1%。 ...

格隆汇1月23日｜AMD涨近4%，台积电、美光科技、微软涨超2%，英伟达、Meta、亚马逊涨超1%。 ...

Market Analysis by covering: . Read 's Market Analysis on Investing.com ...

智东西 编译｜万贵霞 编辑｜云鹏 智东西1月23日消息，据《彭博社》昨日报道，本周三，英伟达CEO黄仁勋在瑞士达沃斯举行的世界经济论坛（World Economic Forum）上提到，未来几 年，全球AI基础设施建设将需要数万亿美元规模的新增投资。 受这一表态提振，全球半导体板块集体走强。存储芯片制造商三星电子昨天股价一度上涨5%，创下历史新高，并推动韩国综合股价指数KOSPI首次突破 5000点，费城半导体指数周三已上涨超过3%，再创历史新高。 ▲全球AI股票攀升（图源：彭博社） 此前，美国总统特朗普撤回了针对部分欧洲国家、因格陵兰问题而考虑加征关税的威胁，为全球股市提供了额外支撑。黄仁勋在达沃斯论坛上的发言，则进 一步强化了投资者对AI长期增长前景的信心。 一、AI热潮至少延续到2026年，财报与业绩成关键验证 Wedbush Securities分析师 丹·艾夫斯（Dan Ives）一份报告中写道，本届达沃斯论坛的核心主题正是AI革命。多位市场人士认为，AI热潮至少将持续至2026 年，投资者对高估值和国际紧张局势的担忧暂未动摇整体趋势。 据英特尔昨天公布的财报显示，第四季度营收为137亿美元（约合人 ...

The U.S. stock market opened Friday, January 23rd, 2026, with a mixed sentiment, as investors digested a flurry of corporate earnings, upcoming economic data, and the continued narrative of easing geopolitical tensions. While major indices showed modest movements in early trading, a notable rotation from mega-cap technology stocks towards small-cap companies continues to shape the market landscape.Major Market Indexes: A Divergent StartToday's trading session sees a nuanced performance across the leading U. ...

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本文源自：金融界AI电报 美股开盘，道指开跌0.24%，标普500指数跌0.08%，纳指平开。受消息面刺激，英伟达(NVDA.O)涨 1.4%，AMD(AMD.O)涨4.3%。英特尔(INTC.O)大跌13%，公司2025年Q4营收不及预期。 ...

I want to bring in Caleb Silver, chief business editor, People and editor-inchief of investoria, friend of the network for just a broad look across markets this week. So, it's been bumpy this week and I know you've had these conversations expecting this year to be volatile and it's already showing up that way. A lot going on at Davos.You had headline risk all week setting the tone for the market. Uh you say everyone's bullish and buying. Tell me more about that.Yeah, if you looked at what the trends that we ...