行情速递 / Part 01 ①大盘指数，深证成指(+1.13%)/科创50 (+0.93%)/创业板指(+0.71%)/上证指数(+0.63%)/北证50 (+0.37%)/ ②TMT领涨板块，SW电子化学品Ⅲ(+4.78%)/SW半导体材料(+2.80%)/SW品牌消费电子(+1.90%)/ ③TMT领跌板块，SW通信网络设备及器件(-1.23%)/SW印制电路板(-0.78%)/SW其他计算机设备(-0.06%)/ ①半导体产业纵横，华虹半导体产能扩张稳步推进/12英寸产线第一阶段产能建设已达成目标/加速产能释放/第二阶 段产能扩展设备持续搬入中/计划于2026年三季度达成规划产能目标/华力微收购事项有序推进/ ②财联社AI daily，平头哥半导体SSD主控芯片镇岳510累计出货量已超50万/是国内近期出货量最高的主控芯片之一/ 目前/镇岳510已在阿里云多个核心业务规模上线/忆恒创源，得瑞领新/佰维存储/长江万润等多家存储厂商基于该芯片 推出存储产品/ ③光纤在线，华工科技发布投资者关系活动记录表公告/在国内市场/今年数通光模块需求显著增长/总量预计在 2000~3000万只/产品速率从400G向8 ...

关注 Q1 业绩有望超预期方向。我们认为，AI 核心算力硬件、存储芯片及模组、涨价方向（覆铜板、电子布、被 动元件等）、半导体材料等方向 Q1 业绩有望超预期。AI 算力硬件方面，台积电、博通、英伟达等海外大厂对 26Q1 业绩展望乐观。台积电预估 26Q1 美元营收 346-358 亿美元，按中位数测算，环比增长 4%，同比增长 38%。英伟 达指引 2026 年 2-4 月营收 780 亿美元，环比增长 14.5%，同比增长 76.9%。博通指引 2026 年 2-4 月营收 220 亿 美元，同比增长 47%。从海外 AI 产业链大厂对 26Q1 的业绩预测来看，AI 需求持续强劲，英伟达 GB300 积极拉 货，Rubin 量产在即，3 月产业链开始积极备货，研判 26Q1 AI 算力硬件同比保持快速增长。存储芯片及模组方 面，大幅涨价趋势延续，美光指引 FY26Q3（2026 年 3-5 月）营收 335±7.5 亿美元，环比增长约 40%，同比增长 约 260%，DRAM、NAND 价格持续上行。美光 FY26Q2 营收环比增长 75%，主要靠涨价趋势，位元出货量环比增长为 个位数，研判 FY26 ...

Semiconductor stocks have become popular investments thanks to the high usage of chips in AI. However, by investing in this industry, you're also making a bet that semiconductor usage will go up in other areas. As products like humanoid robots, autonomous driving, and drone delivery increase in usage, so will chip demand. By investing in a company like Taiwan Semiconductor Manufacturing (NYSE: TSM), you're making the proclamation that we are going to use a greater quantity of chips and more advanced chip ...

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the 10 High Growth Mega Cap Stocks to Buy and Hold for Next 10 Years. Reuters reported on March 24 that, as per an executive at Broadcom, the company’s manufacturing partner, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), is operating near full capacity as demand for AI chips continues to surge. The executive added that the broader industry is also facing supply chain constraints. He pointed out shortages in areas such as printed cir ...

Investing in artificial intelligence (AI) has been the backbone of the stock market during the past few years, and several exciting investment opportunities have emerged. I think there are several AI stocks that are worth buying right now, although there are likely many more available.These are my top-10 AI stocks to buy right now, and I think that these make for an excellent starting point for anyone looking to get going in AI investing. NvidiaNvidia (NVDA 2.17%) has been the top AI stock pick for a long t ...

Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly higher in Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average leading with a 4.03% return. This period saw a shift in leadership towards large-cap value stocks as investor sentiment was influenced by the Federal Reserv ...

Key Takeaways TSM plans $52B-$56B capex in 2026, up 27-37% from 2025 to support growth.Taiwan Semiconductor is allocating 70-80% of capex to 3nm and 2nm technologies.TSM is expanding fabs in the U.S., Japan, Germany and Taiwan to meet AI chip demand.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, is significantly increasing its capital spending to maintain its leadership in advanced chip manufacturing. The company plans to invest between $52 billion and $56 billion in 2026, indicating ...

New Nuclear ETF Swaps TSM for Broadcom in Rebalance The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF)replaced Taiwan Semiconductor Manufacturing Co. (TSM)with Broadcom Inc. (AVGO)during its March rebalancing, signaling a shift in how the month-old nuclear ETF approaches its technology sleeve. The change reflects the fund's focus on what ALPS calls a "compute + firm power†strategy, where AI infrastructure companies are paired with nuclear energy providers in a single allocation, according to t ...

第二类，长期核心忠实客户。包含苹果、联发科等企业，其消费电子相关产品可优先获得充足供 货；其余应用场景与客户，只能排队争取剩余产能。 如果您希望可以时常见面，欢迎标星收藏哦~ 时间来到 2026 年一季度末，近期越来越多 IC 设计大厂直言，受云端 AI 庞大需求拉动，先进制 程产能日趋紧张，3 纳米制程供需短缺问题尤为严峻。 美国科技业界认为台积电扩产态度过于保守，这一看法并非毫无缘由。近几年，无论台湾还是美国 客户，争取先进制程产能都面临不小压力：一方面供不应求推高报价、价格持续上调；另一方面产 能不足导致接单受限，如今产能采购与配额分配，已成为企业经营最大难题。 也正因先进制程极度紧缺，不少厂商开始考虑转单至三星电子；埃隆・马斯克也高调启动 Terafab 计划，意图自主保障未来海量芯片需求，避免科技产业后续发展，长期受晶圆代工先进制程产能掣 肘。 台湾芯片业内人士透露，现阶段台积电 3 纳米等先进制程产能，优先倾斜以下几类订单： 第一类，云端 AI 相关订单。涵盖英伟达、AMD等大厂，以及博通、Marvell等厂商的专用定制芯 片（ASIC）需求。 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 部 ...

Data is the fuel that keeps Wall Street's engine turning. The only problem for investors is that the amount of data being released, from quarterly earnings to near-daily economic reports, can make it challenging to digest. In other words, it's easy for something of importance to fall through the cracks.For example, investors might have overlooked what's arguably one of the most important data dumps of the entire quarter on Feb. 17. This was the deadline for institutional investors to file Form 13F with the ...