Core Insights - Nvidia's growth in the AI sector has significantly benefited TSMC, which has become a crucial player in the semiconductor manufacturing space, valued at $2 trillion [1][2] - TSMC manufactures all of Nvidia's advanced AI chips, creating a symbiotic relationship where increased sales of Nvidia's chips lead to higher production demands for TSMC [2][4] - The rise of TSMC in market capitalization, surpassing major companies like Saudi Aramco and Meta, indicates a shift in the global tech hierarchy, with semiconductor manufacturing now at the forefront [3] Group 1 - TSMC is not competing in the AI boom but is enabling it by providing essential manufacturing capabilities for Nvidia's chips [2][4] - The dependency of major AI companies, including Apple, Microsoft, Amazon, and Alphabet, on TSMC for their advanced chips highlights TSMC's foundational role in the AI ecosystem [3][4] Group 2 - TSMC's position as a second-order winner in the AI boom is solidified by its focus on chip manufacturing rather than developing AI models or cloud infrastructure [4] - As long as Nvidia continues to lead in the AI sector, TSMC is likely to remain one of the most significant beneficiaries of this growth [4]

Here at the start of a mid-week trading day, where we’re seeing pre-market futures push higher after gains of 0.75%+ in yesterday’s trading, futures are higher once again. The ebb-and-flow of market activity continues as it has so far in 2026, where only the Dow is in negative territory week-to-date, but only the Nasdaq is negative year-to-date.We don’t see any major economic reports hitting the tape this morning, though we will hear public speeches from Richmond Fed President Tom Barkin, Kansas City Fed Pr ...

Core Insights - Nvidia is expected to report $65.9 billion in revenue for the fourth fiscal quarter, with adjusted earnings projected to rise to $1.53 per share [1] - Wall Street is showing skepticism towards AI spending, with concerns about a potential bubble, as evidenced by Peter Thiel selling his entire $100 million stake in Nvidia [2] - Nvidia's spending levels have raised concerns, with a potential investment in OpenAI being reduced from $100 billion to $30 billion [3] Company Performance - Nvidia's stock has increased by 3.65% in 2026, despite many institutional investors rotating out of tech stocks [3] - The stock traded at $195.68 shortly before the earnings report, marking a 1.53% increase around 11 a.m. ET [5] - Nvidia became the first company to surpass a $5 trillion market value in November [5] Wall Street Expectations - Wall Street anticipates Nvidia's profit for the quarter ending in January to surge over 62%, although this represents a slowdown from the previous quarter's 65.3% growth [6]

经济观察网根据2026年2月25日的市场数据和分析，英伟达股价当日表现强势，主要受到即将发布的季 度财报预期推动。 市场对英伟达2026财年第四季度(截至2026年1月31日)财报的乐观预期是主要推动力。华尔街普遍预计 其营收将达658亿-662亿美元，同比增长68%，每股收益(EPS)预计为1.47-1.52美元。数据中心业务作为 核心增长引擎，预计营收超600亿美元，同比增长约69%。此外，新一代Blackwell架构芯片的放量(当季 销售额或达110亿美元)以及与Meta等公司的合作消息提振了市场情绪。 截至2月25日收盘，英伟达股价报196.15美元，当日上涨1.71%，创下三个月新高。当日开盘价为194.45 美元，最高触及196.56美元，最低为193.80美元，振幅1.43%。半导体板块整体上涨1.86%，纳斯达克指 数上涨0.92%。 股价异动原因 行业政策现状 尽管英伟达估值处于历史低位(远期市盈率不足24倍，接近五年最低)，但投资者关注点从"增长是否强 劲"转向"增长能否持续"。期权市场显示，交易员预计财报后股价波动幅度可能达±6%。部分分析师认 为，即使财报亮眼，股价也可能因"利好出尽" ...

英伟达目前仍是全球市值最高的公司，随着周三股价攀升，其市值达到约4.8万亿美元，对标普500指数 具有极大的影响力。该指数较1月下旬的峰值跌幅不足1%。 根据分析师平均预测，英伟达截至1月31日的第四财季营收预计将增长68%至659亿美元。调整后收益预 计将增长72%，达到每股1.53美元。 尽管由于计算基础设施支出激增，华尔街大多数专业人士预计这家芯片巨头将交出强劲的成绩单，但在 AI颠覆性风险和巨额投资担忧的影响下，英伟达及其相关股票会如何反应仍存在不确定性。 "即便他们给出了极其出色的数据，我们也知道市场是非常反复无常的，"Mahoney Asset Management总 裁Ken Mahoney表示。 在过去几年带动市场走高后，英伟达的股价近几个月涨势陷入停滞。自第四季度初以来，其股价仅上涨 了3.8%，原因是投资者对Alphabet和微软等客户在AI上投入的数千亿美元资金提出质疑。与此同时，投 资者一直在撤离那些被认为可能被AI颠覆的行业。 来源：环球市场播报 英伟达将于周三下午发布财报，眼下是美国股市关键时刻，投资者对人工智能前景的焦虑正在日益强 烈。 截至发稿，英伟达涨近2%。 ...

-- How Much Is Nvidia Stock Expected to Move After the AI Chipmaker Reports Earnings? [Stocks Rise in Early Trading][A Lot Rides on Nvidia's Results Today][The State of the Mag 7 as Nvidia Earnings Loom][Who Wins And Loses In The Latest Tariff Tumult]- Top StoriesNvidia's stock has slumped from its October highs amid worries about an AI bubble.Romain Doucelin / NurPhoto / Getty ImagesClose### Key Takeaways- Options pricing suggests traders see the stock moving close to 6% in either direction by the end of t ...

大家好，继续关注海外市场今晚的表现。 美股上涨 2月25日晚间，美股三大指数上涨，科技股涨幅居前，道琼斯指数微涨，纳指涨近1%，标普指数涨约0.4%。 今晚，全世界的投资人都在等待英伟达收盘之后发布的最新财报，英伟达股价涨超1%，投资人正重新评估科技股的高估值，并对超大规 模云服务商高昂的AI资本支出愈发怀疑。在人工智能技术焦虑蔓延之际，市场希望看到AI前景依然稳固的证据。 稳定币第一股Circle股价飙升超过20%。此前该公司表示，在其稳定币的强劲需求推动下，尽管第四季度数字资产市场处于低迷期，但公 司的利润和营收依然实现了增长。 在过去几年引领市场走高后，英伟达股价近几个月陷入停滞，自去年第四季度至今仅上涨了3.8%，原因是投资者开始质疑Alphabet和微软 等客户在AI上投入的数千亿美元是否物有所值。与此同时，投资者纷纷逃离那些被认为可能受到AI颠覆威胁的行业。 投资者将密切关注的另一个指标是毛利率。去年，由于Blackwell芯片的高生产成本，该盈利指标一度承压。市场预计英伟达去年第四季度 调整后毛利率为75%，为一年多来的最高水平，并预计在本财年维持在该水平附近。在内存芯片涨价和其他成本上升的情况 ...

4,651,164+$21.89+8.09%$292.46[Albemarle][ALB]• Vol: 2,252,240+$11.88+6.36%$198.71[Corning] [GLW]• Vol: 6,977,991+$8.50+5.61%$160.09## Top Losing Stocks[GoDaddy][GDDY]• Vol: 3,330,377-$15.0716.32%$77.24[First Solar][FSLR]• Vol: 4,843,124-$35.1014.43%$208.11[CoStar Group] [CSGP]• Vol: 3,717,695-$3.607.31%$45.56[DR Horton][DHI]• Vol: 1,258,004-$8.735.33%$155.22[Lennar][LEN]• Vol: 793,870-$6.085.22%$110.32 NVIDIA Cements Its Role as the Backbone of AI Infrastructure - 24/7 Wall St.[S&P 5006,931.80 +0.59%] [Dow ...

All right, so that is how we are looking as we are setting up for this Wednesday. What's going to be a very busy day of trade. So let's get to Kevin Green who joins me now.KG, very good morning to you. Obviously Nvidia is going to be stealing the limelight this afternoon. What can we expect as far as the volatility is concerned for this market going into today's report.>> Well, what's actually very interesting if you're looking at the implied move for Nvidia right now, it's sitting between, let's say, 4.4% ...

格隆汇2月25日丨美国股市周三上涨，因标普500指数中权重最高的股票英伟达在盘后财报公布前走高。 标普500指数11个板块中有5个板块上涨，科技、通信和金融类股领涨。Miller Tabak首席市场策略师马 修·马利表示，美国股市的下一个引人注目的走势将由今晚英伟达的财报/指引决定。它仍然是股市中最 重要的"领军者"中最关键的股票。 ...