如果您希望可以时常见面，欢迎标星收藏哦~ 它看起来像厚厚的塑料薄膜，深埋在iPhone内部，以至于大多数用户甚至都不知道它的存在。但 由于高端玻璃纤维供应短缺，苹果公司正与英伟达、谷歌和亚马逊等公司争夺这种稀缺资源。 玻璃布是芯片基板和印刷电路板 (PCB) 的关键组成部分，而芯片基板和印刷电路板本身又是电子 设备的组成部分。这种布料最先进的类型几乎完全由一家日本公司生产：日东纺机，简称日东 纺。 苹果公司很早就开始在iPhone上使用Nittobo的玻璃纤维布。起初，供应方面几乎没有问题。但 人工智能的蓬勃发展极大地推动了对采用优质玻璃纤维布制造的高性能PCB的需求，这意味着财 力雄厚的AI公司现在也对Nittobo的产品趋之若鹜，这不仅使苹果，也使移动芯片巨头高通面临 供应短缺的风险。 玻璃纤维供应的限制以及由此导致的PCB供应短缺，正如一位业内人士所说，正在造成"2026年 电子产品制造和人工智能行业面临的最大瓶颈之一"。 据《日经亚洲》报道，由于担忧日益加剧，苹果公司去年秋天派遣员工前往日本，驻扎在三菱瓦 斯化学公司，试图确保获得更多用于蓝牙基板的材料供应。 许多类型的芯片，包括iPhone和其他移动 ...

近日，开源证券发布研报称，AI仍然是CES2026主旋律，而且AI正从软件层面更多向物理世界全面融 合，持续赋能各类AI终端。该行认为，生成式AI带来的新一轮创新革命方兴未艾，AI手机和AI PC等传 统消费电子品类有望受益消费者换机而进入周期上行通道，AI眼镜、具身智能机器人已经跨过"0到1"进 入"1到N"阶段，产品出货量有望保持高速增长。建议重点关注AI硬件产业链相关标的。 开源证券主要观点如下： 传统消费电子：AI手机/AI PC形态持续创新，软件AI交互体验重要性凸显 AI PC方面，联想推出卷轴屏与外折叠PC，通过其"混合式AI"战略赋能AI PC，构建端云协同、无缝衔 接的AI交互体验；戴尔、惠普升级旗舰AI PC产品，端侧AI性能大幅提升；美国YPlasma公司推出全球 首款等离子散热笔记本，革新消费电子散热方案。AI手机方面，三星展示无折痕可折叠OLED显示方 案，或将用于下一代折叠屏手机；荣耀展示全球首款机器人手机ROBOT PHONE，通过云台摄像头增强 端侧AI交互体验。整体上看，传统消费电子产品硬件创新逐渐乏力，通过软件和系统层面研发更多 Agent AI功能，增强AI交互体验变得更 ...

一、宏观经济与市场分析 国务院新闻办公室将于2026年1月14日（星期三）上午10时举行新闻发布会，海关总署副署长王军将介 绍2025年全年进出口情况，并答记者问，这一数据对评估中国经济外需表现及相关行业景气度具有重要 参考意义。 二、板块热点与轮动 美国放宽对英伟达H200芯片出口中国的管制，当地时间1月13日，美国联邦公报显示相关监管规定已调 整，此前美国总统特朗普通过社交媒体表示允许对华出售该人工智能芯片，销售将由美国商务部负责审 批和安全审查并收取费用，这一政策松动有望对国内半导体产业链及AI相关板块产生积极影响。 三、外围市场与关联资产 同时，纳斯达克中国金龙指数收跌1.84%，老虎证券跌7.75%，小赢科技跌4.69%，迅雷跌5.13%，高途 跌5.17%，复朗集团跌5.00%，中概股表现或对A股情绪形成一定压制。 四、大宗商品市场动态 国内商品期货方面，甲醇连续主力合约日内涨2%，现报2308.00元；燃料油连续主力合约日内涨5%，现 报2560.00元；白银连续主力合约日内涨6%，现报22336.00元；锡连续主力合约日内涨4%，现报 398380.00元，能源及基本金属板块波动显著。 国际贵 ...

Qualcomm (QCOM) ended the recent trading session at $165.29, demonstrating a -2.35% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 0.19%. Elsewhere, the Dow lost 0.8%, while the tech-heavy Nasdaq lost 0.1%. Shares of the chipmaker have depreciated by 5.57% over the course of the past month, underperforming the Computer and Technology sector's gain of 2.62%, and the S&P 500's gain of 2.26%.The upcoming earnings release of Qualcomm will be of gre ...

中概股高开高走后全天维持在高位盘整，截至收盘中国金龙上涨4.26%，其中阿里巴巴大涨10.17%，哔 哩哔哩上涨8.95%，小鹏汽车上涨8.44%，京东上涨4.73%，蔚来、腾讯控股、网易等股涨幅均在4%上 方；拼多多逆势收跌1.51%。 COMEX黄金高开高走强势爆发，再创新高。截至收盘大涨2%报4608.8美元/盎司，盘中最低报4520.8美 元/盎司，最高报4640.5美元/盎司。 理财就是一场修行，有人修有人度，结果就是看谁踩准了点，把握住了机会。 低开高走后全天震荡上行，截至收盘三大指数均小幅收涨，其中道指上涨0.17%，纳指上涨0.26%，标 指上涨0.16%。盘面上，银行股集体回撤，科技股分化，中概股大爆发，黄金高开高走再创新高。 银行股集体回撤，其中花旗集团大跌2.98%，美国银行、摩根大通、齐昂银行、美国合众银行、联合银 行等股跌幅均在1%上方；高盛逆势收涨1.13%。 科技股延续分化，其中超威公司大涨2.22%，谷歌上涨1%，特斯拉、英伟达、苹果等股均小幅收涨；高 通逆势大跌4.79%，英特尔下跌3.27%，META下跌1.7%。 ...

A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler demand accelerates and memory constraints tighten across the industry. • Advanced Micro Devices shares are climbing with conviction. What’s driving AMD stock higher?Hyperscalers Tighten Memory Supply, Prices RiseAfter a recent Asia trip, KeyBanc analyst John Vinh updated several semiconductor ratings and forecasts, pointing to hyperscaler-driven demand that is tightening memory supply and reshaping winners and loser ...

Qualcomm, Inc. ( QCOM ), which has built a reputation for offering semiconductor solutions for the mobile handset market (across 4 decades now), has been attempting to meaningfully diversify its revenue profile and expand its addressableAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensat ...

Qualcomm Incorporated ( QCOM ) is not a stock known for volatility; it is a stable semiconductor company and a dividend payer. Yet, we saw the stock plunge almost 5% in a single session yesterday, on Monday, January 12th, aI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always ...

Core Viewpoint - Qualcomm Incorporated (QCOM) experienced a significant stock decline of nearly 5% in a single trading session on January 12th, indicating unusual volatility for a typically stable semiconductor company known for its dividends [1]. Company Summary - Qualcomm is recognized as a stable semiconductor company and a consistent dividend payer, which typically does not exhibit high volatility [1]. Market Reaction - The stock's sharp decline on January 12th is noteworthy given Qualcomm's usual performance characteristics, suggesting potential market concerns or reactions to external factors [1].

Core Viewpoint - Qualcomm Incorporated (QCOM) is currently attractive as it does not need to win the AI war to create value [1] Group 1: Company Characteristics - Qualcomm's unique characteristic lies in its ability to generate value without necessarily dominating the AI sector [1]