Core Insights - The article highlights the qualifications and experience of a finance professional with expertise in data analytics, financial modeling, and investment research, particularly in the property management sector in Istanbul [1]. Group 1: Professional Background - The individual is ACC-qualified and holds a Master's in Audit & Accounting from Istanbul University [1]. - Over two years of experience as a Data Scientist and Financial Analyst at a leading property management firm [1]. - Developed budgets, set targets, and utilized data-driven insights to enhance profitability [1]. Group 2: Skills and Expertise - Proficient in financial modeling, market analysis, and investment research [1]. - Hands-on experience in stocks and cryptocurrency [1]. - Focus on delivering concise and conversational writing to aid readers in making informed financial decisions [1].

Core Insights - The article highlights six companies poised for significant growth in the tech sector, particularly in AI, data infrastructure, and cloud computing, with expectations of becoming global leaders by 2026 [1] Company Summaries 1. Palantir - Palantir is shifting from a government contract-focused business to a commercial AI software provider, achieving 121% growth in U.S. commercial revenue and 63% overall revenue growth year over year in Q3 2025 [2][3] - The growth is driven by its Artificial Intelligence Platform (AIP), with a shortened sales cycle due to intensive workshops, resulting in 204 deals worth at least $1 million, including 53 deals over $10 million last quarter [3] 2. Nvidia - Nvidia remains the leader in AI computing, valued at over $4.6 trillion, with a stock increase of over 1,350% in the past five years [6] - The company reported $57 billion in revenue for the latest quarter, marking a 22% increase from the previous quarter and a 62% increase year over year [6] 3. Advanced Micro Devices (AMD) - AMD is emerging as a strong competitor to Nvidia, with its MI300 series gaining traction among large customers [9] - Under CEO Lisa Su's leadership since 2014, AMD's market cap has surged from $2 billion to $350 billion [9] 4. MercadoLibre - MercadoLibre is positioned as the Amazon of Latin America, with a 39% year-over-year increase in net revenue in Q3 2025, marking 27 consecutive quarters of over 30% growth [10][11] - The company operates in e-commerce, financial services, fintech, and media, although it faces risks from geopolitical issues and regulatory challenges [11] 5. Taiwan Semiconductor (TSMC) - TSMC produces about 90% of the world's leading-edge chips, with increasing demand for its 3nm and 2nm nodes due to AI growth [12] - Goldman Sachs raised its price target for TSMC by 35%, predicting that AI computing demand will exceed supply into 2027 [12][13] 6. Micron - Micron's stock has risen over 17% since the start of the year, securing long-term supply contracts with AI chipmakers [14] - The company is expected to see DRAM prices increase by 55% to 60% quarter over quarter in 2026, benefiting from strong pricing power [14][16] Conclusion - The six companies are well-established players with solid growth prospects, expected to thrive in the AI revolution and provide sustainable returns [17]

公众号记得加星标⭐️，第一时间看推送不会错过。 对于三星电子而言，代工业务是整个大厦不可缺少的地基之一。 故事始于 2005 年，彼时三星开始开放晶圆代工，但在这一市场中，当时的它不过是个年营收不足 4 亿美元的门外汉，与同期营收逼近百亿的台积电相比，渺小得几乎可以忽略不计。 然而，三星凭借着惊人的魄力，在 2014 年上演了半导体史上最精彩的弯道超车—— 它力排众议，跳 过 20nm 节点，率先量产 14nm FinFET 工艺，一举击败还在 20nm 泥潭中挣扎的台积电，抢下高通 骁龙 820 等重磅订单，甚至迫使苹果在 A9 芯片上采用双代工"策略。 三星采用的MBCFET结构以水平堆叠的矩形纳米片为沟道，相较于纳米线结构，纳米片宽度可灵活调 整，电流驱动能力比FinFET提升约30%，更适配AI加速器、高性能计算等高端场景需求。为进一步 强化性能，2nm工艺的MBCFET将堆叠层数提升至4片，驱动电流密度得到显著增强。 在核心架构之外，三星针对关键环节持续攻坚：通过采用单晶粒金属材料降低电阻，引入直接蚀刻金 属互连技术优化金属层堆栈，其还在2024年2月与Arm达成合作，共同优化基于GAA技术的下一代 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 科技新闻网站《wccftech》报导，台积电2纳米投片（tape-out）量已达3纳米制程的1.5倍，苹果、 高通与联发科是主要客户。分析师指出，台积电2纳米制程的空前需求，使台积电在人工智能（AI） 加速器市场上维持95%市占率。 报导说，今年下半年，台积电2纳米制程的量产芯片将上市。联发科宣布，已于去年完成其首款2纳米 制程系统单芯片（SoC）的投片。如同这家台湾IC设计公司，一些其他客户也排队下单台积电新一代 制程，最新消息指出，台积电2纳米制程的投片量已是3纳米制程的1.5倍，显示其需求十分强劲。 知名半导体爆料人士@jukan05分享摩根大通的报告指出，台积电2纳米制程需求动能强劲，投片量是 3纳米制程的1.5倍。拜2纳米时代来临之赐，台积电预料在AI加速器市场，仍维持逾95%的市占率。 即使是英特尔，也在其自家产品中增加采用台积电2纳米制程。英特尔近期才在拉斯维加斯举行的消 费性电子展（CES）上，首度展示采用其18A技术的Panther Lake Core Ultra系列3芯片。 报导说，由于AI狂潮，预定今年底，台积电2纳米制程晶圆的月产量将达1 ...

2026《见闻历》企业定制 ⏳现已进入最后征集阶段，名额有限，识别二维码咨询详情 | 时间 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 1月12日 周一 | | | | | | 数据 | | 元 | | | | 待定 | | 美政府月底再度停摆风险上升,相关拨款法案下周提交至 | | | | | | 参议院审议 | | | | 事件 | 待定 | 日本市场因假日休市 | | | | 待定 | | 七国集团(G7)财长会议,将讨论稀土问题 | | | | 1月13日 周二 | | | | | | 数据 | 21:30 | 美国 12月CPl同比 | 2.7% | 2.7% | | 07:00 | | 月底议息会议前，威廉姆斯等多位美联储官员密集发声 | | | | 待定 | | 广期所：铂、把期货合约涨跌停板幅度调整为16% | | | | 事件 | 待定 | 加拿大总理将于13日至17日访华 | | | | 待定 | | 摩根大通拉开美国大型银行季度财报季 | | | | 待定 | | 兆易创新香港IPO,预计股票将于1月13日开始交易 | | | ...

各类基金经理正在根据2026年的投资组合配置涌入亚洲科技股。Templeton Global Investments 的交易主 管 George Molina 指出，对冲基金、只做多头的基金以及被动型基金的需求混合在一起，正流向韩国和 香港市场。在日本市场，他也观察到那些在年底削减了AI敞口的投资者正在重新加仓。 2026年伊始，亚洲科技股表现强劲，涨幅显著超越美国同行，全球投资者正押注该地区在半导体供应链 中的核心地位以及极具吸引力的估值优势，将推动这种优异表现贯穿全年。 据彭博数据，由于投资者从估值较高的美国市场向亚洲市场轮动，关键的亚洲科技股指标今年以来已上 涨约6%，远超纳斯达克100指数2%的涨幅。这种资本流向的转变，反映出在经历了数年的大幅上涨 后，市场对美国科技股能否维持其AI驱动的涨势越来越持怀疑态度。 强劲的基本面正在强化这一趋势。三星上周公布的初步营业利润增长两倍以上，创下历史新高，而台积 电的营收也超出预期。此外，中国人工智能公司的上市首秀表现亮眼，进一步推高了市场的乐观情绪。 主要金融机构对亚洲市场前景持积极态度。高盛的策略师目前对该板块维持超配评级，认为人工智能相 关需求的激增和合理 ...

Core Insights - The technology sector is experiencing a renaissance, with nine companies valued at over $1 trillion, primarily driven by the demand for AI applications [1] - Taiwan Semiconductor Manufacturing Company (TSMC) is highlighted as a leading semiconductor stock and a unique investment opportunity due to its pivotal role in AI chip manufacturing [2][4] Company Overview - TSMC is the largest chip manufacturer globally, controlling nearly 70% of the market share and has diversified its supply chain with facilities in Germany, Japan, and Arizona [4] - The company has a market capitalization of $1.7 trillion, with a current stock price of $323.63 and a gross margin of 57.75% [7] Market Dynamics - Capital expenditures for AI data centers are projected to reach $450 billion globally by 2026, with the addressable market potentially rising to $1 trillion in two years [8] - At least half of the AI infrastructure spending is expected to be allocated to next-generation chips, indicating a steep revenue trajectory for TSMC [9] Investment Potential - TSMC's stock has appreciated significantly, with an investment of $50,000 at the start of the AI revolution now worth over four times that amount [11] - The company is positioned as a "pick-and-shovel" opportunity in the AI chip market, making it a safer investment compared to individual chip designers or AI developers [14]

法人先前推估，台积电12月营收约在2925亿元新台币至3109亿元新台币间，实际表现优于预期，包括汇 率有利因素，预估第4季美元财测已超标，也优于预期。实际美元营收数据预计在15日的法说会公布。 台积电预计1月15日召开法人说明会，此次线下与线上同步举行。外界认为，台积电释出的2026年景气 展望与资本支出规划等将成为科技产业重要风向标。 台积电预定1月15日召开线下法说会，外界关注2026年首季展望以及涨价议题。法人预期，台积电今年 首季可望淡季不淡，甚至受惠于先进制程涨价生效，美元营收可能较去年第四季度季增或至少持平，有 机会再创单季历史新高。 法人分析，台积电受惠于英伟达与AMD等新平台陆续推出，加上博通等非苹客户积极扩大AI应用领 域，3nm以下先进制程持续供不应求，大客户群抢先预订产能，台积电先进制程持续拥有领先者红利。 台积电日前已公布2025年12月合并营收3350亿元新台币，月减2.5%，年增20.4%，创历年同期新高，带 动去年第四季度新台币营收首度突破1万亿元新台币关卡，达到10460.8亿元新台币，季增5.7%，年增 20.5%，创单季新高。 台积电去年12月营收优于预期，挹注2025年 ...

Group 1 - The Medical-Biomed/Biotech industry group saw a significant surge in 2025, achieving nearly a 34% gain by the end of the year [4] - The stock market is experiencing a strong, broad advance, with the Dow Jones, S&P 500, and Russell 2000 reaching record highs [5][6] - Major companies like Google and Shopify are highlighted as significant winners in 2025, indicating a positive market trend [5] Group 2 - The upcoming earnings season is anticipated to be impactful, with key companies such as JPMorgan and Delta set to report [8][10] - The Nasdaq is currently underperforming due to a rotation in technology stocks, particularly affecting Nvidia and other AI-related companies [10] - There is a notable demand for certain stocks, which is described as "mere peanuts" compared to three other highlighted stocks, suggesting a shift in investor interest [10]

The artificial intelligence ASICs market is heating up, and it's time to buy some top stocks in this field in January.Artificial intelligence (AI) stocks helped lead the market higher in 2025, and so far in 2026, their momentum has continued. Let's look at three top AI stocks to buy this month. 1. BroadcomAfter a strong performance in 2025, Broadcom (AVGO +3.79%) looks poised to repeat it this year. It has become the go-to company to help clients design custom ASICs (application-specific integrated circuits ...