Are these new semiconductor tariffs a sign of the Chinese market opening back up for Nvidia and AMD?In today's video, I discuss recent updates affecting Nvidia (NVDA +2.06%), Advanced Micro Devices (AMD +1.87%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 14, 2026. The video was published on Jan. 14, 2026. ...

Group 1 - The core viewpoint of the article is that semiconductor revenue from AI applications is expected to grow significantly, from $220 billion in 2025 to over $550 billion by 2028, according to RBC Capital Markets [1] - Current market supply is tight, with enterprise order delivery cycles extended to 18 months, which clarifies the industry's outlook [1] - Infrastructure bottlenecks may delay some projects, but this could smooth out the spending cycle in the AI sector rather than being a negative factor [1] Group 2 - RBC Capital Markets has initiated coverage on several semiconductor companies, giving them an "outperform" rating, including Nvidia, Micron Technology, Marvell Technology, Arm, Astera Labs, ASML, Applied Materials, Lam Research, and Lattice Semiconductor [1] - For companies like Broadcom, AMD, Intel, KLA, SanDisk, Qualcomm, Skyworks, and Silicon Labs, RBC has assigned a "market perform" rating [2] Group 3 - High Bandwidth Memory (HBM) demand is expected to be a core growth driver, potentially reducing the cyclical volatility of the memory market [3] - AI workloads are shifting towards reinforcement learning and distributed inference, which require high memory performance [3] - The upcoming HBM4 iteration is anticipated to be beneficial, with average prices expected to increase by 30-50% [3] - The demand for high-capacity server memory (DIMM) and solid-state drives (NAND eSSD) is also driven by the explosion of generative AI [3] - Despite high memory prices potentially impacting demand in the PC and smartphone markets, the memory industry is expected to remain in a supply-demand imbalance until 2027 [3] - Capital expenditures in the wafer fabrication equipment (WFE) sector are projected to maintain strong growth over the next two years [3] - Technological trends such as backside power delivery, advanced packaging, and three-dimensional structures are expected to drive at least high single-digit growth in the wafer fabrication equipment market over the next two years [3]

当科技巨头们还在为台积电的晶圆产能激烈竞争时，英伟达CEO黄仁勋已经将目光投向了更长远的目标 ——直接锁定台积电未来工厂的土地。这一策略凸显出英伟达在AI芯片需求爆发背景下，正试图从根 本上确保其供应链安全。 1月15日，天风国际证券分析师郭明錤发推文称，"大多数客户协商的是保证产能，而黄仁勋协商的是土 地。"郭明錤指出，在去年11月访问台南时，黄仁勋向台积电表示愿意付费确保Fab 18厂区旁预留的P10 和P11地块，其最终目标是连P12地块也一并拿下。当时，Fab 18的规划仅明确定义到P1至P9。 产能争夺战重塑客户格局 根据Culpium的分析和供应链消息人士透露，英伟达可能在2025年至少一到两个季度超越苹果，成为台 积电最大客户。虽然台积电首席财务官黄仲达拒绝就客户排名变化置评，但公开数据已经说明问题。 这一举措正值台积电宣布2026年资本支出将达到520亿至560亿美元的创纪录水平，远超市场此前预期的 450亿至520亿美元。台积电在财报电话会议上明确表示，英伟达的强劲需求是推动这一支出增长的关键 驱动力。 与此同时，苹果等传统大客户正面临产能获取压力，英伟达可能已在2025年部分季度超越苹果成 ...

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界范围重要科技研究进展和未 来趋势研究。 （ 点击这里查看广义智能体理论 ） 在人工智能（AI）浪潮席卷全球科技行业数年后，市场对于这一趋势的持久性与周期性始终保持着高度关注。2026年1月6日，摩根士丹利（Morgan Stanley）研究团队发布了题为《2026年全球科技行业展望》（Global Tech Outlook 2026）的重磅报告。这份长达34页的深度分析文件，不仅是对新一年科 技股投资的战术指南，更是对全球计算架构转型期的一次全景式扫描。 摩根士丹利预测，AI服务器的需求在2026年将保持强劲。最引人注目的预测是关于英伟达（Nvidia）GPU服务器机架的出货量：预计将从2025年的约2.8 万架翻倍增长至2026年的更高水平。报告特别强调，这一增长并非仅仅是数量的堆叠，更是算力密度的质变。随着数据中心相关收入预计占到英伟达2025 年总收入的40%，并在2026年至少达到50%，整个产业链的价值中枢正在不可逆转地向高性能计算集群转移。 这种扩张并非没有代价，它正在重塑数据中 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 Future Horizons 认为，全球半导体行业未来一年将面临高度不确定性，预计2026 年市场增长率将在 正负 12% 左右。该研究公司最新发布的市场报告指出，2025年22%的增长率过于集中，并不代表整 个行业的全面复苏。 Future Horizons 表示，如果人工智能基础设施需求疲软，智能手机和汽车等传统市场未能反弹，半 导体行业今年可能面临急剧下滑。 雪上加霜的是，关于芯片出货量何时恢复、平均售价能否继续上涨以及对传统节点晶圆厂（尤其是在 中国）的过度投资将如何影响市场等问题仍悬而未决。该研究公司将当前的AI热潮与2020-2021年疫 情引发的激增相比较，并警告称，正如那轮周期戛然而止一样，这一轮也可能如此。 全球最大的芯片制造商台积电本周发表了更为乐观的言论，称人工智能的繁荣是"真实的"，人工智能 驱动的需求"无论如何都将在未来很多年里持续下去"。 AI泡沫，可能在两年内破裂 目前强劲的半导体市场正受到人工智能应用的推动。麦肯锡的一项调查显示，到2025年，88%的企业 将使用人工智能，而2023年这一比例仅为55%。据Inc.com报道，在 ...

美东时间2026年1月15日（周四），美股收高，在台积电财报带动下，美股芯片板块普涨。原油价格创下自2025年6月以来最大跌幅。 道指涨292.81点，涨幅为0.60%，报49442.44点；纳指涨58.27点，涨幅为0.25%，报23530.02点；标普500指数涨17.87点，涨幅 为0.26%，报6944.47点。 CME"美联储观察"工具显示，美联储1月降息25个基点的概率为5%，维持利率不变的概率为95%。到3月累计降息25个基点的概率为 20.8%，维持利率不变的概率为78.4%，累计降息50个基点的概率为0.9%。 堪萨斯城联邦储备银行行长施密德于周四表示反对降息。他称通胀"过热"，并警告特朗普政府的政策可能进一步推动经济增长势头。 【导读】美股收高，银行股、芯片股领涨；原油大跌，黄金白银跳水 中国基金报记者 赵刚 综合整理 芝加哥联邦储备银行总裁古尔斯比表示，在有充分证据表明就业市场稳定的情况下，美联储应将重点放在降低通胀上。 美国上周初请失业金人数为19.8万人，预期为21.5万人，前值自20.8万人修正至20.7万人。 芯片股多数上涨 香港万得通讯社报道，美国白宫发布声明，美国从1月15日 ...

Group 1 - The global semiconductor market is projected to exceed $793 billion by 2025, representing a 21% increase from 2024, driven by the demand for graphics processing semiconductors and high-performance memory for generative AI data centers [1] - Nvidia has become the first semiconductor company to surpass $100 billion in annual sales, achieving $125.7 billion in sales last year, a 63.9% year-over-year increase, with a market share of 15.8% [1] - Samsung Electronics and SK Hynix rank second and third in semiconductor sales, with Samsung projected to achieve $72.5 billion in sales by 2025, holding a 9.1% market share, while SK Hynix is expected to reach $60.64 billion in sales, a 37.2% year-over-year increase, with a market share of 7.6% [1] Group 2 - The significant increase in demand for high bandwidth memory (HBM) and the expansion of sales in the rising price environment of the general DRAM market are key factors driving SK Hynix's performance [2] - Gartner predicts that by 2029, AI semiconductors will account for over 50% of total global semiconductor sales, becoming the core driver of market growth [2]

【贾国龙回应西贝闭店传闻：关闭102家门店，储值可退可用于其他门店】近日，网传西贝在会议中称将一次性关闭全国102家门店，占门店总数的30%。 1月15日，西贝餐饮创始人贾国龙发布微信朋友圈，确认"关闭102家门店"传闻，并表示不得不离职的员工工资一分钱不会差。顾客储值卡可用于其他门店 或者退卡。接了年夜饭的门店"再坚持一个月，接完最后一餐再关"。贾国龙称接下来"我们会继续拼，争取活下来。我本人没有西贝之外的任何资产，没 有国外资产，这些年只有北京一套房，呼和浩特的房子是租的"，"只要我还在这儿，就和西贝在一起，和每一位顾客在一起！"（智通财经） 【美团也要卖车了】继京东之后，又一互联网平台美团切入汽车销售领域。 2026年1月15日，上海喜车未来智能科技有限公司与美团在上海签署战略合作 协议。双方将整合汽车产业与本地生活服务优势，共同构建"买车用车+本地生活"一站式服务平台。（第一财经） 【霸王茶姬及创始人起诉网友，公司回应】1月15日，北京互联网法院公告送达霸王茶姬关联公司北京茶姬餐饮管理有限公司及创始人张俊杰诉赵某网络 侵权责任纠纷案件材料，案件定于3月3日开庭审理。霸王茶姬证实此次维权旨在反击涉及创始 ...

Group 1 - Xunlei has filed a lawsuit against former CEO Chen Lei, accusing him of secretly siphoning off company funds, with the amount sought reaching 200 million yuan [4][5] - During Chen Lei's tenure, he allegedly established an external company to transfer assets and misappropriate company funds, totaling approximately 170 million yuan paid by a subsidiary [5] - The lawsuit comes after difficulties in internal anti-corruption efforts, particularly in gathering evidence against high-level management [4] Group 2 - Perfect World has announced a strict anti-corruption initiative, revealing that three employees have been detained for serious misconduct related to bribery [8][10] - The implicated employees were involved in key projects and are accused of inflating procurement prices and accepting bribes from suppliers [9][10] - The company emphasizes its commitment to legal accountability and cooperation with judicial investigations [10] Group 3 - JD.com has established a cultural tourism company, expanding its business model while emphasizing that all operations will revolve around supply chain efficiency [12] - The company aims to innovate within the tourism sector by leveraging its supply chain infrastructure and AI capabilities, rather than creating a generic OTA platform [12] - JD's strategy includes enhancing profitability for the tourism industry and tapping into the high spending potential of its JD PLUS members, which number 40 million [12] Group 4 - Ctrip is currently under investigation, with reports indicating that officials have begun interviewing employees and collecting devices for the inquiry [14] - The company has shown strong financial performance, with revenues of 47 billion yuan and a net profit of 29 billion yuan in the first three quarters of 2025, achieving a profit margin of 61.72% [14][15] - Ctrip's market position has improved significantly, ranking seventh among China's top internet companies, with a net profit of 19.9 billion yuan in Q3 2025 [14][15] Group 5 - The Step-Audio-R1.1 model from Jumpspace has topped the global rankings for native audio models, achieving a 96.4% accuracy rate [16][17] - This model is designed for real-time audio understanding and complex reasoning without additional latency, marking a significant advancement in voice technology [17] Group 6 - Gree Electric has announced a mid-year cash dividend of 5.585 billion yuan, representing a high payout ratio of approximately 38%-39% of its net profit for the first half of 2025 [32][33] - The company has maintained a consistent dividend policy over the past decade, reflecting its commitment to shareholder returns [33] Group 7 - SAIC Motor Corporation expects a net profit of 9 to 11 billion yuan for 2025, marking a substantial increase of 438% to 558% year-on-year [34] - The company reported a vehicle sales increase of 12.3% in 2025, with a record 1.643 million new energy vehicles sold, up 33.1% [34][35] Group 8 - Huawei's smartwatch market share has surpassed that of its smartphones, with over 30% of users being non-Huawei phone owners in China [36] - The company has seen a 42% year-on-year increase in smartwatch shipments, positioning it among the top five global smartwatch brands [36] Group 9 - Merge Labs, co-founded by Sam Altman, has raised $252 million for its brain-computer interface technology, aiming to connect humans and AI seamlessly [42][43] - The company plans to develop medical products initially, with a focus on enhancing human capabilities without invasive procedures [42][43]

点击下方 卡片 ，关注" 具身智能 之心 "公众号 作者丨 Chi-Pin Huang等 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 VLA任务要求智能体对复杂视觉场景进行推理，并在动态环境中执行适应性动作。尽管近年来关于VLA推理的研究表明，显式思维链（CoT）能够提升泛化能力， 但由于推理轨迹冗长，这些方法存在推理延迟高的问题。 nvidia团队 提出了 Fast-ThinkAct ，一种高效推理框架，通过可语言化的latent推理实现紧凑且高性能的规划。Fast-ThinkAct通过从教师模型蒸馏知识，学习利用 latent思维链进行高效推理，其核心驱动力是偏好引导目标：该目标对齐操作轨迹，同时迁移语言和视觉规划能力以支持具身控制。这使得推理增强型策略学习能够 有效连接紧凑推理与动作执行。 在多种具身操作和推理基准上的大量实验表明，Fast-ThinkAct相较于最先进的推理型VLA模型，推理延迟最高可降低89.3%，同时保持了高效的长 ...