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NVIDIA Corporation (NASDAQ:NVDA) is one of the 11 Best Large-Cap Tech Stocks to Invest In.  A February 27 report from the Wall Street Journal highlighted that NVIDIA Corporation (NASDAQ:NVDA) is developing a new processor platform for AI inference workloads. This new processor is specifically being designed for OpenAI and other major customers to build faster and more reliable tools through AI that generate responses to user queries, as per WSJ. Nvidia Set to Enter Next Phase as It Plans to Launch New AI ...

Supply chain check update: Nvidia and WUS Printed Circuit have begun testing next-gen CCL material M10, which could trigger the next upgrade cycle in PCB materials for future AI servers. Key points:1. The program suggests WUS has an early lead in PCB development for Nvidia’s next-gen rack Kyber and the new Rubin Ultra / Feynman platforms. This could support the company’s future growth momentum.2. Sampling began in 1Q26, with preliminary test results expected in 2Q26.3. M10's target applications include orth ...

供應鏈調查更新：Nvidia與滬電股份已開始測試次世代CCL材料M10，將帶動未來AI伺服器的PCB材料新一輪升級週期。幾個重點：1. 此測試計畫意味著滬電股份在Nvidia次世代機櫃Kyber與新平台 Rubin Ultra / Feynman的PCB之開發上有領先優勢，此優勢有助於該公司未來的營運動能成長。2. 1Q26已開始送樣與打樣，預計2Q26將取得初步測試結果。3. M10的主要應用包括用來取代Cartridge架構的正交背板 (midplane / orthogonal backplane)，以及Rubin Ultra / Feynman平台的Switch blade主板。4. 與M9僅台光電通過認證不同，目前M10測試共三家CCL供應商。除台光電外，另新增一家中國廠與一家台系廠，未來有助於提升Nvidia的CCL供應鏈管理彈性。5. 若測試順利，M10 CCL與PCB預計將於2H27開始量產。6. 從量產性與商業化考量，M10目前使用的石英布 (Quartz Cloth)，未來也可能改為Low Dk-2。7. 滬電股份同時也是Nvidia用於AI推理的超低延遲LPU/LPX機櫃之52層PCB主 ...

CPO 产业进展更新 Q&A CPO（Co-packaged Optics）产业目前的发展阶段如何，尤其是在商业化 落地和市场渗透率方面，未来几年的放量节奏是怎样的？ CPO 产业在 2026 年正式进入商业化元年。此前，美国 CPO 核心公司如 Lumentum 和 Coherent 已在财报说明会中披露获得了数亿美元的 CPO 订单， 英伟达也明确表示将主力推进 CPO 技术，这些信号表明 CPO 供应链已获得实 质性订单，并将在 2026 年下半年开始规模化量产和交付。 从放量节奏来看， CPO 在不同应用场景的渗透路径有所差异： 在 Scale-out（柜间互联）市场， CPO 交换机将与传统的可插拔光模块方案共存。2025 年 CPO 交换机的出货量 约为 500 台，预计 2026 年将增长至 2 万台，市场渗透率达到约 2%。预计到 2027 年，出货量将在此基础上再增长 4 至 5 倍，渗透率有望达到 10%。尽管 2026 年和 2027 年 CPO 的渗透率提升迅速，但由于同期也是 1.6T 可插拔光 模块的主力放量期，且整体光互联市场资本开支高速增长，CPO 的绝对量仍然 较小，因此对光 ...

March 13, 2026 01:23 AM GMT 大中华区半导体 中国 AI GPU——缩小与美国的 差距 高企的 AI 资本开支以及持续的政策支持，已催化中国 AI GPU 生态体系的发展。在本篇深度报告中，我们提出一套分析框 架用以评估该行业的商业价值、竞争力以及整合路径。 AI 技术的快速扩张正推动中国向更高质量的增长模 式转型。去年，我们在蓝皮书报告 China – AI: The Sleeping Giant Awakens 中，系统梳理了中国 AI 发展 的现状及其迈向 2030 年及以后的长期路径。本报 告则聚焦中国 AI 基础设施的核心环节⸺支撑 AI 技 术发展的 AI 芯片，并评估正在塑造该行业的需求前 景、晶圆代工产能约束以及竞争格局的演变。 国内 AI GPU 供给取得显著进展：在相当长一段时间内，中国 AI 的普及并非受限 于电力、数据或工程人才，而是受到美国出口管制下先进 AI 芯片获取受限的制 约。中国自 2020 年起开始发展本土 AI GPU，但对海外先进制程技术的获取始终 有限。随着出口管制在 2022 年进一步收紧，这一窗口期实际上被关闭，对中国 AI 芯片产业带来 ...

March 12, 2026 05:10 PM GMT Investor Presentation | Asia Pacific Global and China AI GPU Industry – Can China Close the Gap with the US? Morgan Stanley Asia Limited+ Ethan Jia Research Associate Ethan.Jia@morganstanley.com +852 3963-2287 Greater China Technology Semiconductors Asia Pacific Industry View Attractive M Foundation Morgan Stanley Taiwan Limited+ Charlie Chan Equity Analyst Charlie.Chan@morganstanley.com +886 2 2730-1725 Daniel Yen, CFA Equity Analyst Daniel.Yen@morganstanley.com +886 2 2730-2863 ...

21世纪经济报道记者彭新 不谈游戏显卡，英伟达在本届GDC（游戏开发者大会）上的重点是推动更多用户使用AI制作内容，进 一步降低开发门槛。 性能优化方面，英伟达称，自去年9月以来，ComfyUI在RTX GPU上的体验性能已提升40%；在GeForce RTX 50系列GPU上，使用NVFP4数据格式时性能最高可提升2.5倍，并减少60%的显存占用，使用FP8数 据格式的性能最高可提升1.7倍，并减少40%显存占用。 英伟达还尝试提高制作4K视频的效率，其介绍，此前制作4K视频时，创作者通常会先生成低分辨率预 览以保证效率，随后再进行画质提升，目前处理10秒4K视频通常耗时数分钟。对此，英伟达称，借助 RTX Video超分辨率技术，用户现在能极速将视频提升至 4K，该技术显存占用极低，速度比其他主流 本地分辨率提升工具快30倍。 英伟达大力推动本地AI视频制作流程的背景是，AI生成内容大幅增长。2024年初，OpenAI的Sora以惊 人的画面逼真度让"AI生成视频"从概念走入现实，被市场接受，随后字节跳动和快手迅速跟进，推出即 梦和可灵，快速笼络一批专业创作者，制作成本低廉的AI短片。2025年，"AI生 ...

Group 1 - Zhaoyi Innovation (03986) saw an intraday increase of 1.72% amid rising shipping risks in the Hormuz Strait affecting the supply chain of key raw materials like helium [1] - Rongchang Bio (09995) rose over 3.6% after its RC288 injection application was accepted by NMPA, showing excellent anti-tumor activity and safety in preclinical studies [1] - Swire Properties (01972) increased by over 2.2% following the release of its 2025 full-year results, reporting revenue of HKD 16.041 billion, a year-on-year increase of 11%, and a basic earnings per share of HKD 1.49 [1] Group 2 - Health 160 (02656) surged over 10%, reaching a new high of HKD 140.5, with a nearly doubled stock price since March 9, despite a previous drop of about 30% on February 11 [2] - Gaming stocks collectively rose, with notable increases in companies like Boyaa Interactive (00434) up 4.44% and Tencent (00700) up 1.1%, following Apple's announcement of a commission rate adjustment for the App Store in mainland China [2] - Qidian Guofeng (01280) experienced a significant rise of over 26% after announcing a sales contract for AI servers with an independent third party [2] Group 3 - Hong Kong bank stocks fell again, with Standard Chartered (02888) down 4.67% and HSBC Holdings (00005) down 3.8%, amid ongoing tensions in the Middle East affecting transactions involving Asian balance sheets [3] - Cement stocks saw a general increase, with China National Building Material (03323) up 2.62%, as construction activity picked up post-Lantern Festival, leading to a steady recovery in cement market demand [3] - Domestic property stocks rebounded, with CIFI Holdings (00884) up 2.9% and Sunac China (01918) up 5.45%, as recent data indicated a 3.3% year-on-year decline in second-hand housing listings in Shenzhen [4] Group 4 - Yao Cai Securities (01428) saw a significant rise of over 39% after extending the acquisition offer deadline with Ant Group to March 25, 2026 [4] - PayPay (PAYP.US), a digital wallet operator backed by SoftBank, debuted on the US stock market with a 13.5% increase, achieving a market cap of nearly USD 12 billion [5] - Chinese electric vehicle companies NIO (NIO.US) and Xpeng Motors (XPEV.US) saw stock increases of 1.46% and 3.58%, respectively, amid discussions of potential collaborations with European automotive giant Stellantis [5] Group 5 - Storage stocks collectively declined, with SanDisk (SNDK.US) down 5.59% and Micron Technology (MU.US) down 3.19%, following negative sentiment from short-seller Citron Capital [6] - Optical communication stocks fell, with Applied Optoelectronics (AAOI.US) down 16.39%, despite securing a bulk order for a new data center transceiver [6] - Agricultural input stocks continued to rise, with CF Industries Holdings (CF.US) up 13.21%, driven by supply chain disruptions in the Middle East affecting fertilizer transportation [7] Group 6 - Oil stocks rose sharply, with Battalion Oil (BATL.US) up 15.48% as international oil prices surged, with WTI crude rising over 8% to USD 94.66 [8] - EHang Intelligent (EH.US) reported total revenue of RMB 509.5 million (approximately USD 72.9 million) for the fiscal year 2025, marking an 11.7% year-on-year increase, despite a net loss of RMB 231 million [8]

这是东方港湾创始人但斌为中信出版集团今年 3 月出版的新书《 " 十五五 " 开局》所写的一篇文章。 隐藏福利： 在评论区分享"未来十年最看好什么"，点赞前 5 名的读者朋友，将获赠 《 " 十五五 " 开局》 。 中奖公示： 2026 年 3 月 28 日前 《 " 十五五 " 开局》，中信出版集团 3 月出版 放在当下来看，这篇文章有它特别的现实意义。市场对于人工智能的分歧依然很大，但斌态度一贯的鲜明：如果把时间拉长，人工智能并不是一轮普通的主 题投资，而很可能是未来十年最重要的产业变量之一。 这些年但斌确实也是在用自己的持仓来表达态度。 经出版社授权，我们将这篇文章分享给大家。 根据最新披露的 13F ，截至去年底，东方港湾美股持仓总市值约 13.16 亿美元，持仓标的缩减至 10 只，组合进一步集中。 汇集了过去一年多他的一些言论，也有一些新的表达，可以完整地看到一个投资从业 30 多年的"老价投"如何迭代认知、穿越周期并在 AI 时代中激流勇进 的过程。 谷歌取代英伟达成为第一大重仓股，英伟达位列第二，同时微软、苹果、 Meta 、亚马逊等美国科技巨头也都是核心配置。 延伸阅读： 如何看待高成长与经 ...