4%，博通、英伟达、谷歌涨超2%。 格隆汇1月2日｜美股AI芯片股集体走高，其中，莱迪思半导体涨超6%，英特尔、AMD、台积电涨超 | 代码 | 名称 | | 涨跌幅 √ | | --- | --- | --- | --- | | LSCC | 莱迪思半导体 | | 6.58% | | INTC | 英特尔 | | 4.73% | | AMD | 美国超微公司 | 0 | 4.81% | | TSM | 台积电 | | 4.12% | | AVGO | 博通 | | 2.94% | | NVDA | 英伟达 | | 2.49% | | GOOGL | 谷歌-A | | 2.26% | | GOOG | 谷歌-C | | 2.15% | | NXPI | 恩智浦 | | 1.64% | | AMZN | 亚马逊 | | 1.49% | | QCOM | 高通 | | 1.10% | ...

Key Takeaways QCOM launches a mid-range Snapdragon X chip for AI desktops and laptops, featuring 45 TOPS AI processing.The chip powers Copilot PCs with strong battery life and Arm-based efficiency for AI-first Windows devices.QCOM's 2026 EPS estimate rose 2% to $12.15, while 2027's rose 3.4% to $12.6 in the last 60 days.Qualcomm Incorporated (QCOM) has forayed into mid-range AI desktops and laptops with its Snapdragon X chip. This SoC is the fourth such product in the Snapdragon X processor line, following ...

TAIPEI, Dec. 31, 2025 /PRNewswire/ -- Advantech is proud to introduce its latest suite of high-performance edge AI compute solutions powered by the Dragonwing™ IQ-X platform – the AOM-6731, AIMB-293, and SOM-6820. Built on this groundbreaking platform, these innovative products are engineered to meet the demanding requirements of modern industrial applications by delivering exceptional processing power, integrated AI acceleration with up to 45 TOPS of AI performance, and robust and lightning-fast 5G and Wi- ...

Core Insights - The semiconductor and EDA industry is experiencing significant consolidation in 2025, driven by the transition to next-generation high-power chips for AI data centers [1] - Major acquisitions include Synopsys' $35 billion acquisition of Ansys, Marvell's acquisition of Celestial AI, and Nvidia's planned acquisition of Groq's technology [1][2] - SoftBank is increasing its investments in the semiconductor sector, acquiring Ampere Computing for $6.5 billion to enhance its AI capabilities [2] Group 1: Major Acquisitions - Synopsys completed the acquisition of Ansys, which focuses on physical modeling, particularly for chip modeling, after overcoming regulatory hurdles [1] - Marvell's acquisition of Celestial AI for $3.25 billion aims to enhance its optical interconnect technology for AI data centers [4][5] - Nvidia's acquisition of Groq's technology, valued at approximately $20 billion, is intended to enhance its capabilities in AI inference [4][7] Group 2: Strategic Implications - The acquisition of Celestial AI is seen as a milestone for Marvell, solidifying its leadership in AI connectivity and addressing the need for scalable architectures in AI infrastructure [5] - SoftBank's acquisition of Ampere Computing is part of a strategy to provide a complete system for server manufacturers, competing with AMD and Nvidia [2] - The consolidation trend in the semiconductor industry is evident with Cadence's acquisition of ARM's Artisan IP and Qualcomm's acquisition of Alphawave [3][5] Group 3: Market Dynamics - The semiconductor industry is undergoing rapid transformation, with a focus on scalable, high-performance, and energy-efficient solutions for AI workloads [5] - There are indications that the valuation multiples for some acquisitions, such as Celestial AI, may be perceived as insufficient by investors [6] - Synopsys faces challenges in integrating Ansys tools effectively to leverage the acquisition's full potential [6]

We recently compiled a list of the 7 Most Promising Robotics Stocks According to Wall Street Analysts. QUALCOMM Incorporated is one of the most promising stocks.  TheFly reported on December 18 that QCOM announced the completion of its $2.4 billion acquisition of Alphawave Semi, a global leader in high-speed wired connectivity. The deal closed approximately one quarter ahead of schedule, marking a significant milestone in Qualcomm’s infrastructure strategy. As part of the merger, Tony Pialis, the co-found ...

QUALCOMM Incorporated (NASDAQ:QCOM) is among the most undervalued tech giants to buy according to hedge funds. As of December 26, QUALCOMM Incorporated (NASDAQ:QCOM) has a ‘Buy’ or equivalent rating from half of the analysts covering the stock. With a median price target of $200, the stock has an upside potential of 14.28%. Among the analysts bullish on the stock is Fang Boon Foo, an analyst at DBS, who maintained a ‘Buy’ rating on the company on December 5 and a price target that mirrored the consensus es ...

Qualcomm logo on semiconductor chip highlights stock near 2021 levels amid rally, strong fundamentals and analyst outlook. Key Points After a long reset, Qualcomm is ending the year near 2021 price levels.  However, it’s hard to ignore the fact that the stock has quietly rallied more than 40% since April alone.  Analyst price targets suggest that the stock remains undervalued even now.  Interested in QUALCOMM Incorporated? Here are five stocks we like better. Tech giant Qualcomm Inc. (NASDAQ: QCOM ...

In this article, we will be taking a look at the 7 Most Promising Robotics Stocks According to Wall Street Analysts.The global robotics industry has officially entered its “breakthrough era.” According to ABI research, as of late 2025, the global market valuation has climbed to $50 billion, a staggering 11% increase from 2024.In the United States, the robotics industry is increasingly driven by nearshoring initiatives and supply chain resilience as manufacturers accelerate their automation efforts. The U.S. ...

Group 1 - The movie "Zootopia 2" has become the first imported film in Chinese history to surpass 100 million viewers [5] - Bilibili announced that the annual bullet screen for 2025 is "Tribute," with over 22.82 million mentions and 4.59 million users participating [2] - The Chinese government plans to relax household registration restrictions outside of a few mega cities to promote urban integration [2] Group 2 - Xiaomi's co-founder Lin Bin plans to sell up to $2 billion worth of B-class ordinary shares starting December 2026, with proceeds aimed at establishing an investment fund [4] - The new national standard for electric vehicle energy consumption, considered the strictest globally, will be implemented starting January 1, 2026, limiting energy consumption for 2-ton vehicles to no more than 15.1 kWh per 100 km [6] - Guizhou Moutai aims to prevent price speculation and ensure reasonable pricing to stabilize market expectations [6] Group 3 - The precious metals market has seen significant price increases, with platinum futures surpassing $2,400 per ounce, marking a weekly increase of over 22% [5] - A lawsuit involving a subsidiary of XWANDA is seeking over 2.314 billion yuan due to alleged quality issues with delivered battery cells [6] - NASA's new director has stated that the U.S. will return to the moon during Trump's second term, emphasizing the importance of lunar exploration for economic and national security [8]

Group 1 - iQIYI has initiated a refund process for a user who faced difficulties in obtaining a refund for a 25-year membership due to account issues [3][5] - The user reported that their membership was charged from 2017 to 2043, and the customer service offered a refund only to the original payment account, which is no longer in use [5] - iQIYI's response indicates a commitment to user satisfaction and financial security by verifying account ownership before processing refunds [3] Group 2 - The film "Zootopia 2" has become the first imported movie in Chinese history to surpass 100 million viewers [4][8] - The CEO of Chasing Technology announced an additional reward of 1 gram of gold for each employee during the upcoming Spring Festival, totaling approximately 26 million yuan [4][8] - The National Development and Reform Commission has confirmed that the "national subsidy" program will continue next year to boost consumer spending [4] Group 3 - The State Council plans to relax household registration restrictions outside of major cities to facilitate the integration of rural populations into urban areas [6] - The Ministry of Finance has announced measures to support consumer spending, including adjustments to subsidy standards [4][6] Group 4 - Kawasaki Heavy Industries has admitted to data falsification regarding fuel efficiency for submarine engines, leading to a suspension from bidding for two and a half months [11] - The company has faced scrutiny for similar issues in the past, raising concerns about the integrity of Japanese manufacturing [11] Group 5 - Xiaomi's co-founder plans to sell up to $2 billion worth of B-class shares starting in December 2026, primarily to establish an investment fund [4] - The company has announced that the sales will occur in increments of up to $500 million every 12 months [4] Group 6 - Precious metals have seen a significant price surge, with platinum futures reaching a historic high of over $2,400 per ounce, marking a weekly increase of over 22% [7] - Gold and silver prices have also risen sharply, driven by factors such as a weakening dollar and supply constraints [7]