在 " 果链 " 江湖中，还有一个低调玩家，苹果全系列产品的数千种零部件都出自它手，它是苹果最核心供应商之一。可比起前两者，这家公司的 知名度和话题度相去甚远。 这家公司叫领益智造，与公司一样低调的，是其创始人曾芳勤。41 岁创业，60 岁将公司带向千亿市值，个人财富近 700 亿，位列广东江门女首 富，却很少出现在公众视野。 近日，低调的领益智造引发市场热议，其宣布以 8.75 亿元收购液冷企业立敏达 35% 股权，超 34 倍的溢价引发广泛关注。而更让业界关注的是， 被收购的立敏达并非无名之辈，而是英伟达产业链的一员。 这不是一次偶然的并购。从消费电子到新能源汽车，从光伏储能到人形机器人，领益智造通过一次次收购等完成了多元赛道布局，如今更是瞄准 英伟达产业链，曾芳勤的棋局到底藏着怎样的逻辑？ 34 倍溢价并购 提起 " 果链 " 巨头，立讯精密、蓝思科技的名字总被反复提及，王来春、周群飞的创业故事也早已家喻户晓。 辞掉 " 铁饭碗 "，41 岁创业逆袭江门女首富 1965 年出生的曾芳勤，人生本来可以很 " 稳 "。大学毕业后，她进入深圳一家国企从事渔业管理，很快从普通员工做到副总经理，端着人人羡慕 的 ...

每经记者｜郑雨航 每经编辑｜许绍航 高涵 ①【三大期指齐跌】道指期货跌0.01%、标普500指数期货跌0.25%、纳指期货跌0.45%。 ④【蔚来涨近2%】蔚来汽车盘前涨近2%。消息面上，蔚来在第三代ES8交付达到30000辆里程碑后的11天内，完成了第40000辆车的交付；蔚来滇藏换电 路线即将贯通，德钦梅里雪山站1月1日上线，全长超2700公里，布局19座换电站。 ⑤【Coupang上涨3%】韩国电商巨头Coupang盘前上涨3%。消息面上，此前该公司宣布向韩国用户支付11.8亿美元赔偿金，以弥补数据泄露事件造成的损 失。 ⑥【英伟达内部文件爆料：亚马逊云太贵，不少客户希望更多"平替"】据媒体报道，一份英伟达的内部文件显示，美国银行旗下的金融公司Capital One在 与英伟达的一次科技会议上表达了对云计算成本的担忧，尤其是亚马逊的云计算服务（AWS）。该公司向英伟达表示，希望找到AWS的替代方案。英伟 达盘前跌近1.5%。 ⑦【摩根大通：2026上半年美国就业市场或经历缓慢增长】根据摩根大通的一份报告，预计美国劳动力市场将在2026年上半年出现"令人不安的缓慢增 长"，但预计在下半年会有所改善。 ②【 ...

Core Insights - Nvidia insiders sold over $1 billion worth of company stock in 2025, capitalizing on the company's strong performance driven by advancements in artificial intelligence [1] - The stock price increased by over 52% year-to-date, reaching $190 at the last market close [1] - Insider ownership stands at approximately 4.17%, with 15 insiders selling shares and no purchases reported, totaling around $1.7 billion in insider sales over the past 12 months [2] Insider Selling Activity - Chief Executive Jensen Huang was the largest and most consistent seller, executing multiple sales under pre-arranged trading plans [2] - In July, Huang sold over 205,000 shares worth about $36 million, followed by a sale of approximately 225,000 shares valued at nearly $40 million in September [4] - Other board members also sold shares, including director Harvey Jones, who sold around 250,000 shares for about $44 million in September [4] Market Capitalization and Demand - Nvidia's market capitalization exceeded $4 trillion, driven by high demand for data-center GPUs used in generative AI [5] - Revenue growth and margins have significantly outpaced much of the semiconductor industry, supporting premium valuations [6] Investor Sentiment and Market Impact - The lack of insider buying alongside significant selling may affect investor sentiment, potentially leading to increased volatility [7] - Large insider sales could weigh on confidence if Nvidia's growth trajectory shows signs of slowing [7]

Key TakeawaysIntel (INTC) completed the sale of 214.78 million shares of common stock to Nvidia (NVDA) for $5.0 billion in cash, priced at $23.28 per share.The private placement, initiated by an agreement on September 15, 2025, concluded on December 26, 2025.This significant investment is coupled with a strategic collaboration between the two semiconductor giants to advance AI infrastructure and personal computing products.Intel Finalizes $5 Billion Private Placement with Nvidia, Deepening AI PartnershipInt ...

U.S. stock markets are navigating a subdued but strategically important Monday, December 29, 2025, as investors look to close out a remarkably strong year and position themselves for 2026. While premarket activity shows a slight dip in major index futures, the overarching sentiment remains positive, buoyed by the ongoing "Santa Claus rally" and robust year-to-date gains across Wall Street benchmarks. The week ahead, though shortened by the New Year's holiday, holds crucial economic data and Federal Reserve ...

"国产GPU四小龙"齐聚资本市场，让这个12月显得尤为热闹。 摩尔线程、沐曦股份刚登陆A股不久，12月22日，同属"四小龙"的壁仞科技在港股启动招股。而就在几天前的12月19日，最后一家天数智芯也已通过港交 所聆讯。至此，国产GPU四小龙在岁末集体亮相资本市场。 外界高度关注：作为A股年末"压轴大戏"的摩尔与沐曦，上市首日表现强劲，中签一手即可获利数十万元。随后而来的壁仞与天数，能否延续这场"打新 神话"？ 然而，资本热度之外，一个更现实的问题悄然浮现：在复杂的国际竞争格局中，这四家企业究竟要依靠什么，实现可持续的成长与真正意义上的突围？ 上市只是拿到了入场券，真正的较量，或许现在才刚刚开始。 1 四小龙，都有啥"绝活"？ 复盘"四小龙"的成长历程，可以发现：国产GPU的技术演进路径并非简单的"国产化替代"，而是在兼容现有生态与探索架构创新之间寻找动态平衡。 四小龙在创立之初便因创始团队背景的差异，选择了截然不同的底层架构逻辑。这种逻辑不仅决定了产品的兼容性，更决定了其在算力市场中的议价权。 作为最早进入公开资本市场的摩尔线程，被视为拥有最纯正的"英伟达血统"，核心创始团队中，CEO张建中曾经是英伟达全球副总 ...

The CNBC app, global market [music] news in one place. Customizable sections and personalized alerts. Stocks tracking, [music] interactive charts and market insights, all in your hands. So as you can see we've scooped up about a tenth of a percent from the outset. Silia. And as we look at the final trading days of 2025, also worth keeping in mind that of course we're likely to see also lower volumes this week. We have the bank holiday on uh for New Year's Day as well. So let's see what this week will have f ...

"这就像电影里的情节，"Burry引用自己在《大空头》中的名言，"我可能早了，但没错。"他承认自己在互联网泡沫和房地产泡沫中都有过早入场 的先例，但他认为当前的AI热潮与当年的"数据传输泡沫"如出一辙。目前，他通过新开设的通讯栏目"Cassandra Unchained"向投资者阐述这一宏 大叙事，警告泡沫破裂只是时间问题。 这位曾准确预测次贷危机的投资者与全球市值最高公司的论战在近期显著升级。Burry不仅公开披露了做空仓位，更猛烈抨击英伟达为回应质疑而 发布的内部备忘录，称该文件充斥着"稻草人论证"，读起来"像个骗局"。他直言不讳地指出，真正的风险被掩盖了——随着技术迭代加速，英伟 达客户的巨额资本支出面临着未来的资产减记风险。 根据11月3日披露的信息，Burry通过买入看跌期权的方式做空这两家公司，这笔押注目前的成本约为1000万美元。如果市场如他所料发生剧烈崩 盘，这笔投资的潜在回报可能超过10亿美元。 电影《大空头》原型Michael Burry再次站在了华尔街主流共识的对立面，这一次，他的目标是支撑美股牛市的AI双雄——英伟达和Palantir。Burry 坚信市场已脱离现实，AI行业正在形成类 ...

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Greed” zone on Friday.U.S. stocks settled slightly lower on Friday, with the Nasdaq Composite falling around 0.1% during the session marked by thin liquidity and low volumes following the Christmas market closure.For the week, the S&P 500 jumped 1.4% to record its fourth weekly surge in five weeks. The Dow and Nasdaq also added over 1% last week.In energy markets, WTI crude fell on Friday am ...

Key Highlights: Stock futures were flat to slightly higher Sunday evening in a New Year's holiday-shortened week, after Trump and Zelensky held "productive†talks on a Russia-Ukraine peace plan. Last week, US stocks hovered near record highs in thin holiday trade, with the S&P 500 ending little changed and the Nasdaq 100 slipping 0.1% as materials and tech outperformed while consumer discretionary and energy lagged. Nvidia (NASDAQ:NVDA) gained on an AI licensing deal, and precious metals surged to fresh reco ...