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卢特尼克说，他想想看台积电的情况，中国台湾厂有多少女性光刻机工程师？ 更别提性倾向。 他们全 都是男性，等于已经违反DEI条款。 "很多人以为共和党人会直接撕掉DEI条款，但我们不是那种共和党"。 他指出，自己读了合约后，对台 积电指出DEI条款上违约的部分，例如未在晶圆厂设置托儿中心。 1月12日消息，晶圆代工大厂台积电此前虽然已经宣布了对于美国总投资1650亿美元的计划，但是美国 商务部长霍华德·卢特尼克（Howard Lutnick）近日表示，他认为台积电需要增加对美国的投资。 他还透露，美国2025年初以违反DEI（多元、公平及包容）条款为由，成功促成了台积电追加1000亿美 元在美国建厂。 台积电在2025年3月正式宣布，对美国追加1000亿美元投资，再建3座先进制程晶圆厂、两座先进封装厂 和一座研发中心。加计台积电之间计划投资650亿美元在美国亚利桑那州建置3座先进制程晶圆厂，总投 资达1650亿美元。 在最新的采访当中，卢特尼克表示，特朗普政府告诉台积电："你签了合约，里面有20页涉及'多元、平 等及包容'（Diversity， Equity and Inclusion，DEI）的条款"。 台积 ...

本文源自：金融界AI电报 花旗：将台积电目标价从1800新台币上调至2450新台币。 ...

Core Viewpoint - The AI sector is experiencing significant growth, and there are numerous investment opportunities available, particularly in specific stocks that are well-positioned for the future [1]. Group 1: Key Companies in AI Investment - **Nvidia** is identified as the top AI stock for 2026, central to AI infrastructure with its GPUs, which are the leading option for parallel processing [2]. The company anticipates global data center capital expenditures to reach $3 trillion to $4 trillion by 2030, indicating strong future performance [3]. - **Broadcom** focuses on application-specific integrated circuits (ASICs) rather than general-purpose GPUs, which can outperform GPUs for specific tasks at a lower cost, suggesting significant growth potential in this segment [4][6]. - **AMD** is gaining traction in the GPU market, forecasting a compound annual growth rate (CAGR) of over 60% in its data center division revenues over the next three to five years, indicating a strong investment opportunity [7][8]. - **Taiwan Semiconductor** is the leading third-party chip manufacturer, essential for the AI buildout, making it a neutral investment option as it benefits from the overall growth in AI technology [9][10]. - **Alphabet** has shown unexpected success with its large language model, Gemini, and is expected to maintain momentum due to its strong advertising business [11][12]. - **Meta Platforms** is investing in AI capabilities for its social media platforms and exploring new products like AI-enabled glasses, which could provide new revenue streams [13][14]. - **Amazon** is expected to perform better in 2026, driven by growth in Amazon Web Services (AWS), which supports AI model training and operations [15]. Group 2: Emerging and Smaller Companies - **SoundHound AI** combines generative AI with voice recognition technology, showing rapid growth potential if widely adopted [16][17]. - **Nebius** is a data center operator focused on the AI market, with an expected revenue run rate of $551 million in Q3 2025, projected to reach $7 billion to $9 billion by the end of 2026, indicating substantial upside potential [18][19]. - **Applied Digital** operates a data center model that leases space to clients, providing long-term visibility into earnings through 15-year leases, representing a less risky investment with significant growth potential [20][21].

Core Viewpoint - The global semiconductor market is experiencing a significant growth phase driven by AI, with sales reaching a historical high of $75.3 billion in November 2025, marking a month-over-month increase of 3.5% and a year-over-year increase of 29.8% [1][4]. Group 1: Regional Performance - The Asia-Pacific region is the strongest growth driver, with a year-over-year increase of 66.1% and a month-over-month increase of 5%, reflecting full manufacturing capacity and ongoing supply chain restructuring [2][3]. - The Americas market shows a year-over-year increase of 23% and a month-over-month increase of 3%, driven by strong demand for AI computing power and data center investments [1][3]. - The Chinese mainland market maintains steady growth with a year-over-year increase of 22.9% and a month-over-month increase of 3.9% [1][2]. - The European market experiences moderate growth with an 11.1% year-over-year increase and a 1.2% month-over-month increase [2]. - Japan is the only major market showing a decline, with a year-over-year decrease of 8.9% and a month-over-month decrease of 0.1%, attributed to weak demand in consumer electronics and automotive sectors [1][3]. Group 2: Market Dynamics - The growth in semiconductor sales is not driven by a single product line but rather by a synchronized expansion across all major semiconductor categories, indicating a long-term expansion phase centered around AI [1][3]. - Logic chips benefit from increased demand for AI training and inference, while high-bandwidth memory (HBM) faces supply constraints, driving up prices and shipment volumes [3][4]. - The automotive sector is seeing a significant increase in semiconductor usage due to the electrification trend, marking a new growth curve for the industry [9]. Group 3: Future Projections - The World Semiconductor Trade Statistics (WSTS) forecasts global semiconductor sales to reach $975.4 billion by 2026, representing a year-over-year increase of 22.5% [5]. - The long-term growth of the semiconductor industry is driven by five core dynamics: ongoing AI computing arms race, sustained capital expenditure in data centers, structural high margins from HBM supply constraints, recovery in consumer electronics, and the rise of automotive intelligence [5][6][7][8][9]. Group 4: Key Beneficiaries and Challenges - Key beneficiaries include NVIDIA, TSMC, Samsung, SK Hynix, and Broadcom, which are positioned to capitalize on the growing demand for AI and advanced semiconductor technologies [10]. - Companies like Intel and Micron face challenges due to ongoing transitions and slower competitive positioning in the HBM market, while Japanese semiconductor firms struggle with weak end-demand [10].

【主编观市】 当前A股市场异常强劲，上周五沪指突破4100点，量能突破了三万亿，这是标志性事件。港股则相对逊 色，涨幅并不大，更多受海外事件影响。 最大扰动就是地缘政治，委内瑞拉告一段落，最新目标直指伊朗。1月11日获悉，美国官员称，美国总 统特朗普正在考虑干涉伊朗的多种方案。包括宣布向中东派遣航母战斗群、发动网络攻击和信息战等。 另外，特朗普表示，针对墨西哥境内贩毒集团的军事行动"很快"将启动。 除非采取实质性具体行动，否则很难撼动上涨趋势。美国最高法院推迟对特朗普关税案件判决，下次判 决将在本周14日。推迟本身就是利好。1月13日周二美国将公布12月CPI数据，机构普遍预期核心CPI环 比将出现显著反弹。1月14日周三，美联储发布关于地区经济状况的最新褐皮书调查。预计都偏正面。 注意一下台积电周四的财报是全球AI产业链的"风向标"。 热点方向，商业航天无疑是最强主线，据最新消息，国际电信联盟（ITU）官网显示，中国提交了新增 20.3万颗的卫星申请，此次申报涵盖14个卫星星座。美国星链规模再扩容，美FCC批准SpaceX部署7500 颗第二代卫星。这个方向成为大国博弈新角力场。 2026年1月11日，马斯 ...

（原标题：?"超级周"重磅来袭 华尔街牛市信仰迎大考! 美股财报季震撼启幕 美国CPI携手PPI重磅登 场） 华尔街金融巨头摩根大通(JPM.US)以及纽约梅隆银行(BK.US)将在周二公布第四季度财报，意味着第四 季度美股财报季正式开幕，而美国银行(BAC.US)、富国银行(WFC.US)以及花旗集团(C.US)等华尔街金 融巨头则将在当地时间周三陆续公布财报。 本周还将有其他知名公司重磅发布财报数据，其中包括华尔街投资银行超级巨头高盛(GS.US)与摩根士 丹利(MS.US)，以及有着全球芯片代工之王称号的芯片制造商台积电(TSM.US)，这些公司将在当地时间 周四陆续发布财报。对于当前主宰美股牛市曲线的"AI牛市叙事"而言，台积电业绩可谓至关重要，该芯 片巨头财报堪称"AI算力产业链风向标"，投资者们将透过该公司财报洞察全球对于"AI芯片霸主"英伟 达、博通等一众AI芯片领军者们的AI算力集群需求是否仍然无比强劲以及对于智能手机、平板、PC等 消费电子端芯片的需求是否健康。 12月非农勾勒出美国劳动力市场放缓轨迹，CPI与PPI会否引爆降息预期升温? 智通财经APP获悉，在关税政策不确定性被暂时搁置，1 ...

Group 1: Market Overview - The US stock market experienced a strong rebound, with all three major indices closing higher, driven by key players in the AI computing industry such as Nvidia, TSMC, Broadcom, and Micron Technology [1] - The Dow Jones Industrial Average and S&P 500 Index reached new all-time closing highs, with the Dow gaining over 2% for the week, while the Nasdaq Composite Index rose by less than 2% [1] Group 2: Oil Market Dynamics - Brent crude oil futures saw a significant increase of over 3.7%, while WTI crude oil futures rose approximately 2.6%, following geopolitical developments in Venezuela [2] Group 3: Upcoming Economic Data - Key economic data releases are anticipated, including the Consumer Price Index (CPI) and Producer Price Index (PPI), which are crucial for assessing the US economy's trajectory and inflation trends [2][3] - Analysts expect a notable rebound in core CPI, with predictions ranging from 0.36% to 0.38% for December, significantly higher than the previous months' average of 0.08% [8] Group 4: Labor Market Insights - The December non-farm payroll report indicated a slowdown in the US labor market, with only about 584,000 jobs added in 2025, the lowest since 2003, excluding recession periods [5][6] - The unemployment rate unexpectedly dropped to 4.4%, suggesting a "low hiring, low firing" scenario rather than a recessionary decline [6] Group 5: Financial Sector Earnings - Major financial institutions, including JPMorgan Chase and Bank of America, are set to release their fourth-quarter earnings, marking the beginning of the earnings season [4][11] - Analysts expect strong performance from these banks, driven by net interest income recovery and robust growth in investment banking and wealth management [12] Group 6: TSMC's Performance - TSMC reported a December revenue of approximately NT$335 billion, a year-on-year increase of 20.4%, and a total revenue of NT$3.81 trillion for the year, reflecting a 31.6% growth [16] - The company's performance is critical for the AI chip supply chain, with expectations of continued strong demand from major clients like Nvidia and AMD [18] Group 7: Market Sentiment and Projections - Analysts predict that the S&P 500 companies will report an overall profit growth of 8.3% for the fourth quarter, continuing a trend of annual profit growth for ten consecutive quarters [15] - The outlook for the US banking sector is considered constructive, with expectations of sustained profitability and growth in 2026 [12]

US stock futures sank on Monday, pulling back from records amid concerns over Federal Reserve independence after US prosecutors opened a criminal investigation into its Chair Jerome Powell. Dow Jones Industrial Average futures (YM=F) sank 0.7%, while S&P 500 futures (ES=F) fell 0.6%. Contracts on the tech-heavy Nasdaq 100 (NQ=F) led the way lower, dropping roughly 0.9% on the heels of all-time closing highs for Wall Street stocks. Rattled markets are turning their backs on US assets after Powell said th ...

欲览更多环球财经资讯，请移步7×24小时实时财经新闻 上周市场回顾 1月10日收盘：道指与标普指数创历史新高 三大指数本周均录得涨幅 1月10日美股成交额前20：英特尔本周上涨逾15% 1月10日热门中概股多数下跌 台积电涨1.77%，阿里巴巴跌2.27% 油价周五收高 市场评估伊朗抗议与委内瑞拉石油交易 现货黄金涨0.68%，报4507.52美元/盎司 欧洲股市再创纪录新高 科技股领涨 宏观 特朗普被曝正考虑多个干涉伊朗方案 报道：特朗普将于周二听取伊朗问题应对方案专题汇报 特朗普威胁古巴尽快同美国"达成协议" 特朗普称将不会再有石油或资金流入古巴 为"保护"美方所持委石油收入 特朗普宣布进入国家紧急状态 不让债权人染指 特朗普打造防火墙将委内瑞拉石油收入圈在美国 特朗普呼吁将信用卡年利率上限设定为10%，为期一年 报道：贝森特称美国或于下周进一步解除对委内瑞拉制裁 诺姆将向明尼阿波利斯市增派数百名联邦执法人员 美军证实大规模空袭叙利亚境内"伊斯兰国"目标 美国系外行星研究卫星发射升空 英国和德国讨论在格陵兰岛部署北约部队以平息美方相关威胁 古巴国家主席：古巴不受胁迫 誓死捍卫主权 伊朗已有111名安全人员 ...