丨证券研究报告丨 行业研究丨行业周报丨软件与服务 [Table_Title] 2026 年第 2 周计算机行业周报： 智谱及 MiniMax 上市带动国产 AI 应用行情 报告要点 [Table_Summary] 上周计算机板块持续上行，大幅上涨 9.12%，在长江一级行业中排名第 4 位，两市成交额占比 为 7.72%，AI 相关标的活跃。上周 NVIDIA 发布 NVIDIA Alpamayo 系列开源 AI 模型、仿真工 具及数据集；OpenAI 推出 ChatGPT Health；我国向 ITU 申报了多个卫星星座计划，申报总规 模达 20.3 万颗。建议关注：1）国内大模型厂商；2）国内大型云厂商；3）垂类场景 Agent 厂 商；4）国产算力产业链。 分析师及联系人 [Table_Author] 宗建树 陈耀文 SAC：S0490520030004 SAC：S0490525070002 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title 2026 年第 22]周计算机行业 ...

Key Takeaways Flex benefits from strong cloud and power results, with data centers driving rapid revenue growth.FLEX is expanding via LG Electronics and NVIDIA partnerships, targeting about $6.5B in data center revenue.Flex raised fiscal 2026 guidance and expects strong free cash flow to fund buybacks and debt reduction.Flex Ltd. ((FLEX) is benefiting from strong results across its cloud and power portfolios. Also, the company is gaining from growing data center exposure, strong global manufacturing scale a ...

In today's fast-paced and highly competitive business world, it is crucial for investors and industry followers to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry comparison, evaluating Intel (NASDAQ:INTC) in relation to its major competitors in the Semiconductors & Semiconductor Equipment industry. By closely examining key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and highlight company's perfo ...

Group 1 - PepsiCo is collaborating with Siemens and NVIDIA to modernize its plants and supply chain using digital twin technology and AI, marking an industry first for consumer packaged goods [2][3] - The initiative aims to enhance production and distribution capacity by reworking existing facilities instead of traditional expansion methods, which are often slow and costly [3] - The company is adopting a digital-first planning model, utilizing physics-based digital twins and AI agents to test and refine layouts before physical implementation, allowing for early issue detection and faster execution [3][4] Group 2 - PepsiCo is employing Siemens Digital Twin Composer, based on NVIDIA Omniverse libraries, to simulate upgrades at its US facilities, with plans to expand this approach globally over time [4] - As one of the largest players in the food and beverage industry, PepsiCo produces a wide range of snacks, drinks, and convenient foods under various well-known brands [4]

Market Performance Overview - In 2025, only three out of eleven major market sectors outperformed the S&P 500: Communication services (+32%), Information technology (+23%), and Industrials (+18%) [2] - The information technology sector's performance was largely driven by semiconductor stocks, particularly memory and data storage companies, although these stocks have recently cooled off [2] - The industrials sector showed varied performance, with power generation and aerospace sub-groups performing well, while other areas lagged [2] Future Sector Predictions - Financials are expected to be the winners in the upcoming year, with optimism also surrounding utilities and healthcare following a rebound [3] - Lower interest rates could benefit the materials, real estate, and consumer discretionary sectors, while energy may face challenges due to increased production pressures from the White House [3] - Consumer staples stocks have become cheap, but their yields may not be sufficient to drive performance [3] Stock-Specific Insights - Procter & Gamble (NYSE: PG) has seen its stock decline from $180 to $138, with a current yield of 3%. The company is viewed as a dividend aristocrat, having increased its payout for 69 consecutive years [7][8] - Dollar General (NYSE: DG) performed well, with a 75% increase, benefiting from tariff concerns and consumer demand for affordable essentials [9][10]

Launch of V Gallant’s Co-Working Data Center and IDEX Exchange Hub Signals Convergence of High-Performance Compute and Physical AI InfrastructureKUALA LUMPUR, Malaysia, Jan. 09, 2026 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), through its artificial intelligence subsidiary V Gallant Limited (“V Gallant”), today announced that its first Enterprise AI GPU Lounge, located in Kuala Lumpur, Malaysia, has reached turnkey readiness and is entering the operational phase. T ...

Core Viewpoint - SanDisk has been upgraded to a "Buy" rating by Goldman Sachs, reflecting strong investor confidence and a new price target of $320, up from $280, while the stock is currently priced at $334.54 [1][5] Group 1: Stock Performance - SanDisk's shares surged over 27% in a single day, following a remarkable 500% increase in 2025 and an additional 43% rise in early 2026 [2][5] - The stock has seen a high of $360.98 and a low of $27.89 over the past year, currently priced at $334.54 [4][5] - SanDisk has a market capitalization of approximately $48.59 billion and a trading volume of 21.11 million shares [4][5] Group 2: Industry Context - The surge in SanDisk's stock is part of a broader trend in the data storage sector, with other companies like Western Digital and Seagate Technology also experiencing stock increases of 17% and 14%, respectively [3] - The demand for memory and storage hardware in the AI industry has been a significant driver of this growth, as highlighted by NVIDIA CEO Jensen Huang's remarks at the CES event [2]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his takes on. When a caller inquired about the company during the episode, Cramer commented: “I get up at 2 a.m. to listen to their conference call. It’s magnificent. They really know what they’re doing. Why do I not own it for the Charitable Trust? Well, frankly, it’s because we own NVIDIA, which is, you know, one of the largest clients, probably arguably the largest, and I don’t think there’s a need to o ...

Vi e w p o i n t | 07 Jan 2026 21:53:55 ET │ 12 pages Hesai (HSAI.O /2525.HK) Hesai sets 26E Capacity +100% YoY to 4mn units (versus our sales target 3.67mn units) CITI'S TAKE Hesai at CES 2026 showcased its latest LiDAR technologies covering ADAS and robotics, but also announced significant partnerships with companies like NVIDIA (Global L4 and Robotaxi Ecosystem Building on NVIDIA), doubling its annual production capacity to 4mn units, and steady progress at its Thailand factory with capacity expansion. S ...

Nokia Oyj (NYSE:NOK) is one of the stocks Jim Cramer offered insights on. During the lightning round, a caller sought Cramer’s opinion on the stock, and he replied: “Oh, Nokia is tough… Nokia is very tough. And I’ll tell you why Nokia is tough because it’s up against Apple. It’s up against a lot of different great companies. Hey, by the way, Apple was down badly today. I have to tell you, I think this is a pretty good level to buy some Apple, down four bucks. I think, buy a little Apple and then it comes ...