智通财经APP获悉，周五，美联储主席鲍威尔暗示将放宽货币政策后，芯片制造商股价上涨。截至发 稿，英伟达(NVDA.US)涨超1%，英特尔(INTC.US)涨超4%，高通(QCOM.US)涨超3.2%，博通 (AVGO.US)涨超2.3%，纳威半导体(NVTS.US)涨超3.5%，美光科技(MU.US)涨超3%。 ...

Core Viewpoint - The emergence of Momenta's self-developed driving chip marks a significant shift in the domestic intelligent driving industry, transitioning from a software-only company to a full-stack supplier, posing new competitive challenges to existing players in the market [1][2][20]. Company Overview - Momenta, established in 2016, focuses on high-performance intelligent driving solutions, targeting both L2 and L4 markets, and has partnerships with major global automakers, including SAIC, BYD, and Toyota [2][3]. - The company holds the largest market share in urban NOA technology at 60.1%, with cumulative sales of 114,000 vehicles equipped with its technology [3][19]. Self-Developed Chip Significance - Momenta's self-developed chip is positioned for the mid-range market, offering cost advantages and compatibility with existing products, which enhances its competitive edge [6][19]. - The strategy of "downward integration" is expected to create stronger competitive barriers and higher value capture capabilities for the company [6][10]. Impact on Competitors - The introduction of Momenta's chip poses significant challenges to NVIDIA and Qualcomm, as it allows automakers to transition smoothly from their solutions, increasing competitive pressure on these established players [8][10]. - Domestic chip manufacturers like Horizon Robotics and Black Sesame are also facing heightened competition, as Momenta's software expertise may overshadow their advantages [10][11]. Implications for Automakers - Automakers are reevaluating the necessity and cost-effectiveness of in-house chip development in light of Momenta's competitive offerings, particularly for resource-constrained new entrants [12][14]. - The shift towards Momenta's integrated solutions may lead to a reassessment of self-research strategies among automakers, balancing differentiation with cost advantages [15][21]. Strategic Challenges Ahead - Momenta faces challenges in achieving large-scale production and meeting stringent automotive safety standards, which are critical for its long-term success [20][21]. - The competitive landscape is expected to intensify as established players like NVIDIA and Qualcomm may respond with price cuts or enhanced technology to counter Momenta's market entry [20][21].

Group 1 - The core investment in AI processors is significantly higher among public companies compared to startups, with public companies spending 600 billion USD on R&D, which is 444% more than the 13.5 billion USD raised by 96 startups [1][3] - The current AI investment landscape is reminiscent of the internet bubble era, with major players like Nvidia drawing competitors globally, while China builds its ecosystem amid US restrictions [1][3] - Only the US and China have made substantial investments in AI processors, with the majority of startup funding coming from the US, totaling 13.5 billion USD in recent years [1][3] Group 2 - Concerns are rising about a potential AI bubble similar to the internet bubble of the late 1990s, as many companies attempt to replicate the success of Nvidia, which dominates the AI processor market [3][4] - The success of startups in the AI sector depends on their ability to remain agile and focus on niche markets, but the competition is fierce with 121 companies targeting similar goals, leading to a high likelihood of failure [4][5] - Global AI startups have raised an impressive 122 billion USD in venture capital this year, with the US accounting for 85.5% of this total, indicating a robust investment trend in the AI sector [5][8] Group 3 - The second quarter of this year saw global AI startup funding reach 50 billion USD, nearly half of the total venture capital investment of 101.5 billion USD during the same period [5][8] - Despite a slight decrease from the previous quarter's record peak of 73.1 billion USD, AI-related investments remain at historically high levels, with a year-on-year growth of 7.28% from 2023 to 2024 [8]

【环球网科技报道 记者 心月】在当今通信行业，5G技术的广泛应用正深刻改变着人们的生活与社会的运转方式，而6G的研发也已在全球范围内紧锣密鼓地 展开。高通作为通信技术领域的领军企业，凭借其深厚的技术积累和持续的创新投入，始终站在推动行业发展的最前沿。无论是在5G技术的优化升级，还 是对6G未来蓝图的精心擘画，高通的每一项成果、每一步举措，都对全球通信产业的走向产生着深远影响。 日前，高通技术公司工程技术高级副总裁庄思民博士（Dr. John Smee）来到中国，与媒体记者就6G前瞻、5G-A演进等话题进行了深度交流，分享了高通在 这些关键领域的前沿洞察与战略布局。 庄思民认为，当前在3GPP全球标准化体系中，6G的发展路径已经非常清晰。Release 20确立了正式的技术研究项目，汇聚各方的创新理念并通过充分讨论确 定蜂窝系统演进的最优方案。Release 20研究项目冻结后，3GPP将在Release 21中开启6G第一版标准化制定工作项目，它将确立全球统一的6G技术规范，并 为2030年的6G部署奠定基础。 而在Release 20向Release 21演进的过程中，高通有着非常明确的主张，就是要将重要的 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 国内的智能驾驶赛道，又掀起了新的波澜。 据36氪等媒体报道，国内自动驾驶技术公司Momenta自研的首款辅助驾驶芯片，已在近期点 亮，并开始上车测试。据了解，这块芯片的性能主要对标的是旗下的Orin-X和高通8650等主流 辅助驾驶芯片。 此消息一出，就震动了整个国内智能驾驶圈，作为一家以算法软件起家的智驾公司，Momenta 亲自下场搞芯片，不仅标志着其开始从纯粹的"软件公司"转向"软硬一体"全栈供应商，同时也意 味着众多智能驾驶赛道的厂商迎来了一位新的对手。 而问题也随之而至：当Momenta这样的厂商开始下场造芯片，谁会受伤，谁又能因此受益呢？ 自研芯片，意义重大 我们先来简单了解一下Momenta，这家成立于2016年的企业，此前专注于提供高性能智驾解决方 案，主攻中高端市场，产品主要包括量产L2智驾系统Mpilot、L4完全无人驾驶系统MSD，其整体业 务策略是兼顾L2与L4两条腿走路的产品策略，与数据驱动的飞轮策略相结合。 截至目前，Momenta与多家国内外头部车企建立合作，包括多家全球销量前10车企，代表客户包括 国内上汽、比亚迪、广汽，海外丰田 ...

Key Takeaways AST SpaceMobile, Inc. (ASTS) and Qualcomm Incorporated (QCOM) are pivotal players in the evolution of global mobile connectivity. AST SpaceMobile is building the world's first and only global cellular broadband network in space, accessible directly by standard smartphones (4G-LTE/5G devices) for commercial and government use, leveraging its extensive Intellectual Property and patent portfolio. The SpaceMobile Service is provided by a constellation of high-powered, large phased-array satellites ...

Group 1 - The article discusses the challenges faced by Qualcomm Incorporated, particularly the impact of losing revenue from Apple as it plans to develop its own technology [1] - The author emphasizes the importance of diversification for Qualcomm while acknowledging the potential revenue loss from Apple [1] - The author's background includes experience in technology investment, with a focus on semiconductors, robotics, and energy sectors [1] Group 2 - The article does not provide specific financial data or performance metrics related to Qualcomm or the semiconductor industry [2]

【环球网科技综合报道】2025年8月21日，高通技术公司推出第二代骁龙W5+和第二代骁龙W5可穿戴平台，在连接能力、能效表现、产品设计及定位功能上 实现全面升级。 该平台基于Skylo的窄带非地面网络（NB-NTN）技术，成为业内首批支持卫星通信的可穿戴解决方案，实现可穿戴设备直接进行双向应急消息传输。这意 味着用户在无蜂窝网络覆盖的偏远地区，如探险途中遭遇紧急情况时，可通过设备发送SOS信息，提升安全保障。 第二代骁龙W5+和W5平台采用4纳米系统级芯片（SoC）架构，提供两种版本选择：搭载低功耗协处理器的第二代骁龙W5+，以及无协处理器的第二代骁龙 W5。核心增强特性包括定位机器学习3.0，相比前代平台，GPS定位精度提升50%；优化的射频前端（RFFE）尺寸较前代缩小约20%，同时降低功耗，有助 于设备厂商打造更轻薄的产品，并延长电池续航。此外，第二代骁龙W5平台兼容最新版本Wear OS，已率先应用于Pixel Watch 4，针对多设备协同、系统集 成及功能体验进行专项优化。 高通技术公司副总裁兼可穿戴设备与混合信号解决方案业务总经理Dino Bekis称，新一代平台持续引领可穿戴技术创新，支持We ...

科技股连续第二日遭到抛售 科技股连续第二个交易日遭到抛售，投资者正在评估好坏参半的零售商业绩报告。 当地时间8月20日，美股三大指数收盘涨跌不一，标普500指数连续第四个交易日下跌。 投资者正在评估好坏参半的零售商业绩报告。美联储会议纪要显示内部分歧，大多数FOMC（联邦公开 市场委员会）委员认为通胀风险甚于就业担忧，特朗普关税政策是核心议题。 道指涨16.04点，涨幅为0.04%，报44938.31点；纳指跌142.10点，跌幅为0.67%，报21172.86点；标普 500指数跌15.59点，跌幅为0.24%，报6395.78点。 周三投资者迎来多家零售商的财报。塔吉特股价暴跌，此前该零售商报告销售额再度下滑。公司同时宣 布首席执行官布莱恩·康奈尔（Brian Cornell）将于2026年2月份离职。 家装零售商劳氏公司宣布盈利超预期。 这些数据发布之前，家得宝公布财报后股价跃升，并助力周二道指勉强实现小幅上涨并创下盘中纪录。 但由于科技股下跌，标普500指数和纳指周二均收跌。 科技股周二普跌，投资者削减科技巨头仓位，原因是担忧标普500指数近期创纪录的反弹过快过猛，且 过度依赖少数成长股。 虽然科技股 ...

Core Viewpoint - The article discusses the recent significant sell-off in the U.S. tech stock market, highlighting concerns among traders about a potential repeat of the severe sell-off experienced in April. It emphasizes the growing interest in purchasing "disaster puts" as a hedge against further declines in major tech stocks, which have seen substantial gains since April [1][2][4]. Group 1: Market Trends - Major tech stocks in the U.S. experienced a sharp decline, with companies like Micron Technology dropping over 6%, Oracle and AMD falling over 5%, and others like Nvidia and TSMC ADR decreasing over 3% [1]. - The Nasdaq Composite Index fell by 1.46%, while the S&P 500 Index decreased by 0.59% [1]. - Since April 8, the "Big Seven" tech stocks have surged nearly 50%, raising concerns about potential triggers for a downturn [4]. Group 2: Trader Sentiment - Wall Street traders are increasingly purchasing "disaster puts" for the Invesco QQQ Trust Series 1 ETF, indicating heightened anxiety about market declines [2][3]. - The cost of hedging against significant market drops is nearing a three-year high, reflecting traders' fears of a repeat of the April sell-off [2]. Group 3: Economic Indicators - Goldman Sachs economists warn that the slowdown in the U.S. job market is not over and may worsen, with employment growth estimates falling below the necessary levels to maintain full employment [6][7]. - The firm predicts three rate cuts by the Federal Reserve this year, with potential further cuts in 2026 if hiring remains weak [7]. Group 4: Political Context - Former President Trump criticized Goldman Sachs for its pessimistic economic forecasts, particularly regarding tariffs and their impact on consumers [8].