注：标的指数成分股仅做展示，不作为个股推介。 【机构：关注创新、出海、困境反转脉冲三大产业演绎脉络！】 国联民生指出，上周医药板块内，整体表现较好的是一些从0到1的赛道，从此前比较强势的脑机接口、小核酸切换到了本周的AI医疗和医疗机器人，除了 和市场流动性相关，还和海外映射有关。期间CRO也有一定表现，除了和市场情绪有关之外，拐点预期交易也是很重要的原因。 今日（1.23），医药板块反弹，医药ETF（159929）收涨0.8%，全天成交额超8600万元！资金面上，近20日有15日获资金加仓，累计"吸金"超3.2亿元！杠 杆资金持续布局，最新融资余额快速攀升至超7500万元。 医药ETF（159929）标的指数成分股多数飘红：迈瑞医疗、联影医疗、爱尔眼科、科伦药业涨超1%，百济神州-U、新和成微涨，药明康德收平。下跌方 面，片仔癀跌超1%，恒瑞医药、云南白药微跌。 | 序号 | 代码 | 名称 | 估算权重 ▼ | 涨跌幅 | 成分额 | | --- | --- | --- | --- | --- | --- | | 1 | 603259 | 药明康德 | 10.77% | 0.00% | 37.88亿 | | ...

Filed by Movano Inc.pursuant to Rule 425 under the Securities Act of 1933and deemed filed pursuant to Rule 14a-12under the Securities Exchange Act of 1934Subject Company: Movano Inc.Commission File No.: 001-40254Date: January 22, 2026 ARLINGTON, Va., Jan. 22, 2026 /PRNewswire/ -- Corvex, Inc., an AI cloud computing company specializing in GPU-accelerated infrastructure for AI workloads, today announced a long-term GPU lease agreement with an established AI-driven provider of high-performance battery techno ...

Mobileye Global (NasdaqGS:MBLY) Q4 2025 Earnings call January 22, 2026 08:00 AM ET Speaker4Greetings and welcome to the Mobileye fourth quarter and full year 2025 earnings call. At this time, all participants are on a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce y ...

We recently published 15 Stocks on Jim Cramer’s Radar.  CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks on Jim Cramer's radar. CoreWeave Inc. (NASDAQ:CRWV) is a key player in the AI industry. The firm provides computing infrastructure for AI software companies. It was one of the first stocks that were listed in 2025, and since then, the shares are up by 143%. Year-to-date, CoreWeave Inc. (NASDAQ:CRWV)’s shares are up by 22.6%. Truist started coverage of the stock in early January as it set a $84 share p ...

We recently published 10 Stocks Investors Are Dumping. Nebius Group NV (NASDAQ:NBIS) was one of the worst performers on Tuesday. Nebius fell below the $100 territory on Tuesday, shedding 8.68 percent to close at $99.29 apiece and mirroring an overall market pessimism after President Donald Trump triggered another round of geopolitical tensions with the European Union (EU). Over the weekend, Trump said that he was keen on imposing 10 percent tariffs on goods from eight countries opposing his planned takeo ...

DAVOS, Switzerland--(BUSINESS WIRE)--UK-based AI infrastructure and solutions provider, Sovereign AI (S-AI) has selected Accenture (NYSE: ACN), and Palantir Technologies Inc. (NASDAQ: PLTR) to help it build and scale next-generation AI data centers across EMEA. The initiative is designed to deliver a resilient sovereign AI foundation for commercial and government sectors. S-AI aims to address the rapidly expanding need for advanced AI infrastructure as a critical foundation for industrial growth and nationa ...

今日（1.21），港药探底回升翻红，创新药纯度100%的港股通创新药ETF(159570)涨0.48%，成交额快速突破5亿元！资金快速涌入，盘中再 度"吸金"超7500万元，近5日更是净流入超3亿元！截至1月20日，港股通创新药ETF(159570)最新规模超253亿元，在全市场创新药ETF中规模 领跑！ 港股通创新药ETF(159570)标的指数权重股涨跌互现：金斯瑞生物科技涨超2%，石药集团、百济神州、中国生物制药涨超1%，翰森制药微 涨。下跌方面，康方生物跌超2%，信达生物、三生制药微跌。 | 序号 | 代码 | 名称 | 估算权重 ▼ | 涨跌幅 | 日,不会有 | | --- | --- | --- | --- | --- | --- | | 1 | 1093 | 石药集团 | 11.41% | 1.54% | 2.05亿 | | 2 | 6160 | 百济神州 | 10.39% | 1.46% | 1.41亿 | | 3 | 1801 | 信达生物 | 9.85% | -0.24% | 2.09亿 | | ব | 1177 | 中国生物制药 | 9.62% | 1.54% | 7571.96万 | ...

Intel Corporation (NASDAQ:INTC) is one of the stocks on Jim Cramer’s game plan for this week. Cramer highlighted that the stock has been performing quite well after the CEO change, as he remarked: "After close, Intel reports. This stock’s been flying ever since Lip-Bu Tan came in as CEO. Under his leadership, Intel’s started to reclaim the mantle of America’s best semiconductor manufacturer… Of course, given how competitive that world is, Intel’s actual earnings may not be big enough. After this run, you ...

Summary of Key Points from the Conference Call Industry Overview - The semiconductor industry is experiencing a shift towards AI-driven demand, with a preference for AI semiconductors over non-AI counterparts. This trend is expected to continue into 2026, with both logic and memory sectors being attractive for investment [6][10][87]. Key Companies Mentioned - **TSMC**: Identified as a top pick in the AI semiconductor space, with expected revenue CAGR of 60% from AI semis between 2024 and 2029 [6][33]. - **SMIC**: Mentioned as a significant player in the semiconductor industry [6]. - **MediaTek, Alchip, GUC, Winbond, Phison, Nanya Tech**: Other notable companies highlighted for their roles in the semiconductor landscape [6]. Core Insights - **Demand Drivers**: - Tech inflation is anticipated to impact demand due to rising costs in wafers, OSAT, and memory, creating margin pressures for chip designers [6]. - AI cannibalization is a concern, as AI technologies may replace certain human jobs, affecting overall demand [6]. - The proliferation of generative AI is expected to drive demand across various verticals, including robotics and AI glasses [6]. - **Market Dynamics**: - The semiconductor supply chain is prioritizing AI semiconductors, leading to shortages in non-AI semiconductors [6]. - The memory sector's stock prices are seen as leading indicators for logic semiconductors, with an attractive industry view on Greater China technology semiconductors [16]. Financial Metrics and Valuation - **TSMC**: - Current share price is 1,760 TWD with a target price of 2,088 TWD, indicating a 19% upside potential [8]. - Expected P/E ratios for 2025, 2026, and 2027 are 26.6, 18.9, and 15.7 respectively, with EPS growth rates of 46%, 40%, and 21% [8]. - **SMIC**: - Current share price is 77.0 HKD with a target price of 80.0 HKD, indicating a 4% upside potential [8]. - Expected P/E ratios are not meaningful (NM) due to negative growth projections [8]. Potential Risks - **Supply Chain Issues**: The semiconductor supply chain is facing challenges, including inventory management and the prioritization of AI semiconductors, which could lead to shortages in non-AI products [6][14]. - **Economic Factors**: Rising costs and inflation in the tech sector may impact overall demand and profitability for semiconductor companies [6]. Additional Insights - **Capex Trends**: Major cloud service providers (CSPs) are expected to increase capital expenditures significantly, with a projected 65% year-over-year increase in Q3 2025 [52]. - **AI Semiconductor Market Size**: The global semiconductor market size is projected to reach $1 trillion by 2030, driven largely by cloud AI [85]. This summary encapsulates the critical insights and data points from the conference call, providing a comprehensive overview of the current state and future outlook of the semiconductor industry, particularly in relation to AI technologies.

Industry Overview - Artificial intelligence stocks have been among the best investments over the past year, outperforming the S&P 500 in 2025, with potential for continued success into 2026 and beyond [1] Company: IREN - IREN (NASDAQ:IREN) is an AI infrastructure company with a significant 5-year, $9.7 billion deal with Microsoft (NASDAQ:MSFT) for 200 megawatts, highlighting the demand for data centers and energy to support AI workloads [2] - The company has approximately three gigawatts in its pipeline, with its 1.4 gigawatt Sweetwater 1 site expected to be operational by April, ahead of competitors [3] - Although IREN started as a crypto miner, the Microsoft deal and potential for similar agreements are expected to shift its business trajectory, with the stock price increasing over 300% in the past year [4] Company: Rezolve AI - Rezolve AI (NASDAQ:RZLV) has a market cap of $1.5 billion and has seen a rally of over 90% in the past year, despite a 40% decline from its all-time highs [5] - The company exited 2025 with approximately $209 million in annual recurring revenue and anticipates reaching at least $500 million by the end of 2026, with projected earnings of $350 million in 2026 compared to $40 million in 2025 [6][7] Company: Aeluma - Aeluma (NASDAQ:ALMU) is a semiconductor company that has nearly tripled in value over the past year, attracting significant investment despite only generating $1.4 million in Q1 FY26 [8] - The company has secured new partnerships and extended contracts, including with NASA, and expects to generate $4 million to $6 million in revenue in fiscal 2026 as it expands into commercial markets [9] - Aeluma has no long-term debt and holds $38 million in cash, positioning it for potential significant returns if commercialization efforts succeed [10]