"我们正在为涵盖所有行驶车辆的总体潜在市场而建设，"Wayve首席执行官亚历克斯·肯德尔在一份声明 中表示。他补充道："这笔投资加速了我们实现广泛商业部署的进程，并使我们能够构建将为各地任何 车辆提供动力的自动驾驶层。" 尽管科技公司多年来一直承诺实现自动驾驶，但该领域仍面临技术和监管障碍。L5级自动驾驶，即车 辆无需人工干预即可在任何地点自主行驶，至今仍未实现。但人工智能的最新进展为该领域带来了重燃 的希望。 据了解，Wayve成立于2017年，总部位于英国，致力于开发自动驾驶软件和人工智能模型，现已成为欧 洲最具价值的初创公司之一。在此轮融资之前，该公司已累计融资逾10亿美元。Wayve能够在竞争激烈 的自动驾驶赛道中脱颖而出，核心驱动力在于其独树一帜的"端到端深度学习"技术路径，即所谓的 AV2.0方案。 与依赖激光雷达、高精地图及海量人工规则的传统架构不同，Wayve强调以摄像头视觉感知为基础，通 过大规模多模态模型让车辆具备类似人类的直觉判断与环境适应能力。这一技术框架被认为在处理复杂 城市场景时具有更强的泛化能力和更低的硬件成本，Wayve正试图将自动驾驶从"感知加规则"时代带入 真正的"具身智能 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 对科技股投资者而言，今年开局颇为艰难。八家市值超过1万亿美元的美国科技公司中，有七家的股价 年初至今录得下跌。唯一的例外是英伟达(NVDA.O)。截至周二收盘，这家芯片制造商在2026年股价上 涨了3.4%。 周三美股盘后，英伟达将公布最新的季度财报。根据FactSet的共识预期，英伟达预计将在第四财季实现 经调整后每股收益1.54美元、营收661亿美元。 其中，1月季度的数据中心业务收入预计为607亿美元。就整个财年来看，FactSet跟踪的分析师预计公司 营收将达到2138亿美元。展望未来，分析师目前预计英伟达第一财季营收为729亿美元。 华尔街普遍看好未来的AI支出 目前看来，华尔街对这家公司的处境已有相当清晰的判断。这是因为其最大的一批客户几周前已陆续公 布业绩，并向投资者明确表示，在AI基础设施上的巨额投入只会进一步增加。 韦德布什证券的分析师在周一发布的英伟达财报前瞻报告中写道： "我们对2026年自然年超大规模云厂商资本开支的预测已超过此前预期……由于服务器和AI 基础设施构成未来支出的主体，我们预计AI投资的增长幅度将略高于整体资本开支 ...

资讯日报：特朗普即将发表国情咨文 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 25 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 間微跌 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 26,590 | (1.82) | 0.67 | 3.74 | | 恒生科技 | 5.271 | (2.13) | 1.14 | (4.45) | | 恒生国企 | 9.008 | (2.06) | 0.54 | 1.06 | | 上证指数 | 4.117 | 0.87 | 0.87 | 3.74 | | H2225 | 56.826 | 0.87 | 0.87 | 13.87 | | 新加坡海峡 | 5.041 | (0.41) | 0.06 | 0.00 | | 标普500 | 6,838 | 0.77 | (0.28) | 0.65 | | 纳斯达克 | 22.627 | 1.04 | (0.10) | (1.63) | | 道琼斯 TV | ...

Core Insights - TSMC's market capitalization reached $2 trillion, doubling in just over a year since it first surpassed $1 trillion in October 2024 [4] - The surge in TSMC's valuation is largely driven by strong demand in the AI sector, with the company forecasting Q1 2024 revenue between $34.6 billion and $35.8 billion [4] - Major tech companies like Amazon and Meta are significantly investing in AI infrastructure, with Amazon planning $12 billion for new data centers and Meta over $115 billion [5] Group 1: TSMC's Market Performance - TSMC's stock price increased by 4.25% to $385.75 per share, marking a significant milestone in its market valuation [4] - The company has indicated robust AI demand, with clients expressing strong needs for production capacity [4][5] - TSMC is expected to increase its production capacity by 100% over the next decade to meet growing demands [6] Group 2: AI Infrastructure Investments - Amazon's capital expenditure for AI infrastructure is projected to be $200 billion this year, while Meta's is expected to exceed $115 billion [5] - NVIDIA's CEO highlighted the importance of TSMC in producing essential AI chips, indicating a long-term commitment to AI infrastructure development [5][6] - Concerns about potential over-investment in AI and the existence of an AI bubble have been raised, with industry leaders expressing uncertainty about future demand [6] Group 3: Competitive Landscape - TSMC remains a leader in advanced process technology, having begun mass production of 2nm chips, while competitors like Intel are struggling with production yields [6] - The semiconductor industry faces competitive pressures, but TSMC's technological advancements position it favorably [6] - The market is closely watching NVIDIA's upcoming quarterly earnings report as a potential indicator of the AI sector's health [6]

记者丨曹恩惠 编辑丨朱益民 骆一帆 2月24日马年春节过后的首个交易日里，燃气轮机概念表现活跃，联德股份、东方电气、杰瑞股份、应 流股份股价大涨，盘中均创下新高。 25日开盘，A股三大指数高开。工业机械股盘初一度冲高，柯莱特30cm涨停，德恩精工、永利股份 20cm涨停，新锦动力涨近16%，联德股份续创新高，年内已累计涨超80%。但截至发稿，板块个股涨幅 有所回落。 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 卓郎智能 | 3.32 | 8.14% | | 安达智能 | 203.00 | 7.24% | | 开山股份 | 20.88 | 6.69% | | 联德股份 | 67.87 | 6.06% | | 科新机电 | 16.69 | 5.83% | | 克莱特 | 34.16 | 5.86% | | 中捷资源 | 3.42 | 5.23% | | 汉钟精机 | 27.69 | 4.37% | | 美心量申 | 19.82 | 4.43% | | 隆华科技 | 11.92 | 4.29% | | 华宏科技 | 17.00 | 4.04% | 数据截至25日9:39 拥有 ...

Group 1 - TSMC's stock price rose by 4.25% to $385.75 per share, achieving a market capitalization of $2 trillion, marking a significant milestone just 16 months after reaching $1 trillion [2] - TSMC's market capitalization doubled within a year, driven by strong demand signals from the AI sector, with projected Q1 revenue between $34.6 billion and $35.8 billion [2] - TSMC's downstream AI chip customers, AMD and NVIDIA, are seeking business expansion, with NVIDIA announcing a strategic partnership with Meta for the deployment of millions of chips [2] Group 2 - Amazon plans to invest $12 billion in building new data centers in Louisiana to support AI and cloud computing infrastructure, indicating ongoing high capital expenditures in the AI sector [4] - NVIDIA's CEO highlighted the importance of TSMC in the production of Blackwell and Rubin chips, indicating a potential 100% increase in TSMC's capacity over the next decade [4] - TSMC is leading in advanced process technology, having started mass production of 2nm (N2) process, while competitors like Intel are struggling with production yields [4] Group 3 - Concerns exist regarding potential over-investment in AI by tech giants, with some industry leaders questioning the clarity of future AI infrastructure needs [5] - A recent global fund manager survey indicated that capital expenditures by AI cloud service providers are viewed as a significant systemic credit risk [5] - NVIDIA's upcoming quarterly earnings report is anticipated to serve as a barometer for the strength of AI demand [5]

Core Viewpoint - TSMC's market capitalization has doubled in just over a year, reaching $2 trillion, driven by strong demand in the AI sector and significant partnerships with major tech companies [1][2][3] Group 1: Market Performance - TSMC's stock price increased by 4.25% to close at $385.75 per share, achieving a market capitalization of $2 trillion [2] - The company reached the $1 trillion market cap milestone in October 2024, becoming the seventh tech company in history to do so [2] Group 2: AI Demand and Partnerships - TSMC is experiencing strong demand signals from AI chip customers, with revenue projections for Q1 expected to be between $34.6 billion and $35.8 billion due to the booming AI industry [3] - Major clients like AMD and NVIDIA are expanding their business, with NVIDIA announcing a strategic partnership with Meta for the deployment of millions of chips [3] - Amazon plans to invest $12 billion in building new data centers in Louisiana to support AI and cloud computing infrastructure [3] Group 3: Industry Outlook - NVIDIA's CEO highlighted the importance of TSMC in the production of their Blackwell and Rubin chips, indicating a potential 100% increase in TSMC's capacity over the next decade [4] - TSMC is leading in advanced process technology, with plans to start mass production of 2nm chips by Q4 2025, while competitors like Intel are struggling with production yields [4] Group 4: Market Concerns - There are concerns about potential over-investment in AI by tech giants, with some industry leaders questioning the sustainability of current AI infrastructure plans [5] - A recent survey indicated that capital expenditures by AI cloud service providers are viewed as a significant credit risk [5] - NVIDIA's upcoming quarterly earnings report is anticipated to provide insights into the ongoing AI demand and market expectations [5]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【导读】科技股美股市场上涨，闪迪股价遭"空袭"大跌 中国基金报记者 储是 隔夜美股市场，利好来袭，科技巨头集体上涨。 美股三大指数收涨 美东时间2月24日（周二），美股三大指数小幅高开后集体收涨。 截至收盘，标普500指数涨0.77%，报6890.07点；纳斯达克综合指数涨1.04%，报22863.68点；道琼斯工 业平均指数涨0.76%，报49174.5点。 当地时间2月24日，美国总统特朗普将在美国国会发表年度国情咨文，特朗普关于中东地缘政治和关税 问题的表态受到市场关注。 另外，英伟达将于本周三盘后发布财报，该数据受到市场关注。 科技主题领涨市场 美股科技"七巨头"普涨，特斯拉、苹果涨超2%，亚马逊、微软涨超1%。利好消息催化AMD盘中大涨， 半导体板块表现亮眼。 据路透社报道，最新预测显示，微软、谷歌、亚马逊、Meta等四家科技巨头2026年计划在AI领域的投 资总额将突破6500亿美元（约合45000亿元人民币）。相关资金将投向新建数据中心，以及包括AI芯 片、网络线缆、备用发电机等在内的一系列设备。 公司消息方面，Meta与 ...

热点聚焦 按市值排名，明日即将发布财报的英伟达涨0.68%、苹果涨2.24%、谷歌-A跌0.19%、微软涨1.18%、亚马逊涨1.6%、台积电涨4.25%、Meta涨0.32%、博通跌 1.47%、特斯拉涨2.39%、伯克希尔哈撒韦-A涨0.14%、沃尔玛涨0.75%。 中概股多数走强，纳斯达克中国金龙指数收涨1.37%。 截至收盘，阿里巴巴涨0.22%、拼多多涨1.06%、网易涨0.73%、京东涨1.07%、百度跌0.23%、携程涨1.59%、理想汽车涨1.3%、富途控股跌1.89%、哔哩哔 哩跌0.5%、蔚来涨0.19%、世纪互联涨6.68%、万国数据涨6.72%。 1.小米集团董事长兼CEO雷军表示，小米计划未来五年重点攻坚芯片、AI、操作系统等底层核心技术，向着成为全球硬核科技公司的目标不断努力。 2.据报道，Meta与AMD达成AI设备采购协议，将部署6吉瓦AMD GPU。AMD同意向Meta公司出售价值高达600亿美元的AI芯片。此外，AMD将向Meta Platforms发行基于业绩的认股权证，可认购最多1.6亿股AMD普通股。 3.做空机构香橼资本周二发帖称，已经对存储牛股闪迪建立空头头寸。受 ...

凤凰网财经讯 2月25日，美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。 中概股龙头指数收涨1.58%。成分股中，南茂涨14%，小鹏汽车、万国数据、世纪互联涨逾6%，日月光控股、网易有道涨超5%，金山云、 台积电涨超4%；玉柴国际跌超12%，亚玛芬体育公司跌超5%，富途控股、再鼎医药跌超1%。 | 1201 | 页址 | 14-16 | | | --- | --- | --- | --- | | .SPX 标普500指数 | | | | | 6890.07 ↑ +52.32 +0.77% | | 收盘价 02/24 16:00 美东 | | | 壁 5 9 间 ♥ | | | | | 最高价 6899.17 | 开盘价 6837.37 | 成交量 26.02亿 | | | 最低价 6815.43 | 昨收价 6837.75 | 平均价 6857.30 | | | 52周最高 7002.28 上 涨 356 | | 平 盘 2 | | | 52周最低 4835.04 下 跌 145 | | 振 幅 1.23% | | | 期货 6900.75 +49.25 +0.72% ...