报道称，2月1日，黄仁勋在台北对记者表示："这从来都不是承诺。他们邀请我们投资最高1000亿美 元，我们当然非常高兴，也非常荣幸，但我们会一步一步地推进投资。" 此前，有报道称，知情人士透露，英伟达和OpenAI之间价值至多1000亿美元的合作交易谈判陷入停 滞。 据报道，英伟达首席执行官黄仁勋表示，该公司拟向OpenAI投资1000亿美元的计划"从来都不是一项承 诺"，英伟达将在任何融资事宜上"一轮一轮地评估"。 ...

（全球TMT2026年2月2日讯）近期，百度、爱奇艺、TCL科技、360、康佳、同方股份、TikTok、苹果、Meta、英伟达、xAI、OpenAI、 Anthropic、迪士尼、派拉蒙天舞、华纳音乐、Hark、Soitec、Black Box、软银、默克、夏普、Digital Turbine等公司高管变动。 中国 百度设个人超级智能事业群由王颖负责 深康佳公告透露，康佳董事、总裁曹士平因工作安排原因而请求辞职，辞职后他继续在康佳任职。曹士平系原康佳高管团队核心人物，曾任康佳 多媒体事业本部总经理、副总裁、总裁、CEO等职务。近期，康佳副总裁杨波也请辞，华润背景的董钢被聘任为康佳副总裁。 同方股份原总裁、董事长陆致成因病去世 百度文库、百度网盘已重组成新事业群（BG）。该事业群由百度副总裁、文库事业部和网盘事业部负责人王颖负责，王颖直接汇报给百度董事长 兼首席执行官李彦宏。新事业群为个人超级智能事业群组。此次调整将有助于充分整合人才、技术等核心要素，进一步强化百度在AI应用方面的 整体协同创新能力。 汪骏辞任爱奇艺CFO 爱奇艺发布公告，汪骏因个人原因辞去公司首席财务官职务，后续将作为顾问继续服务至2026年 ...

| Rank ♦ | Name | | | ਵੈ Market Cap | 승 | Today & | Pr | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | Gold GOLD | | $32.518 T | $4,677 | -1.44% | ( | | 2 | | NVIDIA NVDA | | $4.653 T | $191.13 | -0.72% | | | 3 | | Silver | | $4.331 T | $76.95 | -2.01% | | | | | SILVER | | | | | | | 4 | | | Alphabet (Google) | $4.086 T | $338.53 | -0.04% | | | | | GOOG | | | | | | | 5 | | Apple | | $3.813 T | $259.48 | 0.46% | | | | | AAPL | | | | | | | б | | Microsoft | | $3.195 T | $430.29 | -0.74% | | | | | M ...

Core Insights - AI spending is rapidly increasing, particularly in the computing sector, with companies investing heavily to expand their computing capabilities [1] - Companies selling computing equipment are expected to thrive, presenting strong investment opportunities in the AI sector [2] Company Summaries Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the world's largest chip foundry, crucial for AI computing, producing logic chips for nearly all AI devices [3][4] - The company plans to invest between $52 billion and $56 billion to increase production capacities, anticipating a nearly 60% compound annual growth rate (CAGR) in AI chip revenue from 2024 to 2029 [6][7] - Current market cap is $1.7 trillion, with a gross margin of 59.02% and a dividend yield of 0.93% [6] Nvidia - Nvidia is a leading name in AI, known for its GPUs that dominate AI data centers, with a market cap of $4.6 trillion and a gross margin of 70.05% [8][10] - Analysts project a 52% revenue growth for Nvidia in FY 2027, with global data center capital expenditures expected to rise to $3 trillion to $4 trillion annually by 2030 [10] Broadcom - Broadcom is focusing on designing application-specific integrated circuits (ASICs) for AI workloads, which can provide better performance at lower costs compared to general-purpose GPUs [11][13] - The company expects revenue from AI semiconductors to double in Q1, indicating strong momentum in the AI sector [13]

另有AI芯片产业链人士也对《科创板日报》记者表示，未来，推理请求量与并发数将大幅增加，推理算力需求呈指数级攀升。 推理算力需求呈指数级攀升 "现阶段正处于以智能体为代表的人工智能新应用爆发初期，未来推理请求量与并发数大幅增加，推理算力需求呈指数级攀升。"一名AI产业链人士向《科 创板日报》记者表示，"随着推理范式变化，AI智能体将加速落地，其整体算力消耗可达同参数规模大语言模型的10倍以上，对智能算力的需求呈数量级 跃迁。 至2030年，预计AI推理在整个AI计算市场将占到80%的份额，而聚焦于极致推理的AI芯片，未来会有更强的爆发性。 随着大模型行业逐渐从大规模训练阶段走向推理落地阶段，业内分析普遍认为，2026年全球AI推理的需求将超过AI训练场景。 不久前，英伟达以200亿美元（约合1400亿元）收购一家AI推理芯片初创企业Groq的技术授权，并把Groq核心团队招入囊中，来补全推理算力拼图。 在近日的采访中，曦望董事长徐冰向《科创板日报》记者判断称，至2030年，预计AI推理在整个AI计算市场将占到80%的份额，而聚焦于极致推理的AI芯 片，未来会有更强的爆发性，并会对现有的算力系统造成冲击。 从市场 ...

以下文章来源于创客公社 ，作者创客公社 创客公社 . 以媒体和社群为双驱动的创产投服务平台 来源丨 创客公社 （ID： chuangkegongshe ） 作者丨 吴昊钰 2026年1月底，英伟达CEO黄仁勋开启了新年首趟"中国行"。 与往年高调作风不同，此次黄仁勋以"逛吃"为主题，先后现身上海菜市场、北京云南菜餐厅和深圳牛 肉火锅店。 在广为传播的生活图景之外，黄仁勋与一位"80后"无锡小哥的合影引发了格外的关注。 这个年轻人，是1986年出生的无锡知名"企二代"，电缆行业霸主企业——远东控股集团的董事局执 行主席兼CEO蒋承志。 2012年，远东控股集团面临战略转型的关键时刻，蒋承志回归企业，辅助父亲蒋锡培。 一边生产顶级AI芯片，一边生产实体线缆，黄仁勋和蒋承志为什么会产生交集？ 此后， 蒋锡培又带领企业创新研发多款国际领先的线缆产品，新能源汽车用铝合金高压线、新能源汽 车用耐火高压线、新能源汽车用铝排高压连接线打破国外技术垄断。 远东也从一家 小小的民营企业 一步步稳扎稳打，成为 国内 最具影响力的线缆生产企业 。 黄仁勋会见的江苏企业家 有何来头？ 与黄仁勋会面的江苏年轻"二代"企业家蒋承志，背后是 ...

科创人工智能ETF华夏(589010)紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高研 发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 截至今日10:05，科创人工智能ETF(589010)开盘后震荡走弱，最新价报1.602元，较开盘价下跌1.111%。 持仓层面，该ETF跟踪的30只成分股跌势主导，22只个股走跌，云天励飞跌超9%大幅领跌，星环科 技、奥比中光跌超4%紧随其后，领跌梯队跌幅较深，对盘面形成显著压制；仅少数标的逆势抗跌，思 看科技涨超 5% 形成零星支撑。流动性方面，该ETF成交额达2695万元，换手率1.07%，成交活跃度维 持适中水平。 消息方面，1月31日，英伟达CEO黄仁勋表态将对OpenAI进行大规模投资，该投资或成英伟达史上最大 单笔投资，其同时透露投资金额不到1000亿美元，未公布具体数额。双方去年9月官宣合作并签署谅解 备忘录，英伟达承诺为其搭建10吉瓦算力并投资，OpenAI则承诺租赁其芯片，彼时预计数周完成谈 判，但至今无实质进展。 东吴证券指出，海外AI从狂热扩张转向需求兑现与效率竞争新周期，局部泡沫非系统性崩盘。算力、 云服务 ...

Core Viewpoint - Nvidia's anticipated investment of up to $100 billion in OpenAI may not materialize as initially expected, leading to increased uncertainty in the tech sector [1] Group 1: Investment Plans - Nvidia announced plans in September to invest up to $100 billion in OpenAI, but later clarified that no definitive agreements had been established regarding this investment [1] - The investment plan has reportedly stalled due to internal doubts about OpenAI's future competitive positioning [1] Group 2: Market Reaction - The news of Nvidia's investment uncertainty has contributed to a jittery atmosphere among investors in artificial intelligence stocks, highlighting the gap between press-release expectations and actual developments [1] - Nvidia may consider a different approach to its investment in OpenAI by participating in the company's next large funding round instead of the previously proposed $100 billion commitment [1]

Market Performance - The broad U.S. market started the year positively, with the SPDR® S&P 500® ETF (SPY) posting a gain despite some elevated volatility in the final week of January [1]

Market Overview - The electronic industry index experienced a weekly decline of 2.18% from January 26 to January 30, 2026, with consumer electronics down 4.74%, semiconductors down 0.83%, and optoelectronics down 4.10% [1][2] - In the same period, the Nasdaq index fell by 0.17%, while notable gains were seen in companies like SanDisk (up 21.62%), Meta (up 8.76%), Apple (up 4.61%), Micron (up 3.81%), and Intel (up 3.11%) [1][2] Company Performance - Apple reported a strong fourth-quarter revenue of $143.76 billion, significantly exceeding market expectations of $138.48 billion, with net profit rising from $36.33 billion to $42.1 billion year-over-year, primarily driven by a surge in iPhone sales [3] - Meta's performance and AI capital expenditures surpassed expectations, with a revised capital expenditure guidance for 2026 set between $115 billion and $135 billion, nearly doubling year-over-year, focusing on AI computing power and infrastructure [3] - SanDisk achieved a revenue of $3.025 billion in Q4 2025, a 61% year-over-year increase, with a net profit of $803 million, reflecting a 672% growth, and a gross margin of 50.9%, up 18.6% year-over-year [4] - SK Hynix reported record highs in all three major metrics for Q4 2025, with revenue increasing by 34% to 32.83 trillion KRW and operating profit rising by 68% to 19.17 trillion KRW, achieving an operating profit margin of 58% [4] - ASML's Q4 2025 net sales reached €9.718 billion, a 4.9% year-over-year increase, with a 29.3% quarter-over-quarter growth, and new orders of €13.2 billion setting a historical record [4] Beneficiary Companies - Companies identified as beneficiaries include Huahong Semiconductor, Zhongwei Company, Jingce Electronics, Huafeng Measurement and Control, Changchuan Technology, Tongfu Microelectronics, Lanke Technology, Haiguang Information, Chipone Technology, and Zhaoxin Technology [5]