There's little doubt that data centers themselves are one of the artificial intelligence (AI) revolution's next big investment opportunities, boding well for owners/operators like Vertiv and CoreWeave, and just as well for data center construction specialists like Applied Digital. Is it possible that investors are looking right past the best way to plug into this next phase of AI's existence? That may well be the case. And it's got everything to do with how the business works. A name like Digital Realty ...

Key Takeaways NVDA trades at a premium with a forward P/E of 37.06X, well above the sector and most semiconductor peers.NVDA benefits from strong AI-driven demand as its data center unit delivered nearly 90% of total Q3 revenues.NVDA posted Q3 revenue growth of 62% and expects Q4 sales to climb 66% year over year.NVIDIA Corporation (NVDA) shares are currently trading at a premium, as suggested by the Value Score of D. The stock is trading at a premium, with a forward 12-month price-to-earnings (P/E) multipl ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 由于存储芯片短缺问题，英伟达将推迟发布新款游戏芯片。（The Information） ...

Nvidia‘s (NASDAQ:NVDA) 2026 State of AI in Financial Services report shows that around 89% of surveyed professionals in the sector affirm that artificial intelligence is driving simultaneous gains in annual revenue while slashing operational costs. This insight, drawn from responses by over 800 executives, data scientists, developers, and IT specialists worldwide, underscores a maturing AI landscape where tech is no longer experimental but a core driver of profitability.The research report now paints a pict ...

谷歌表示，今年的资本支出将高达1850亿美元，远高于分析师此前预计的1195亿美元。根据汇编数据， 其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元，也超过952亿美元的平均预期。 更值得关注的是，2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执 行官桑达尔.皮查伊向投资者强调，这些投入至关重要。他在周三的声明中表示："我们看到AI投资及基 础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高，AI正持续驱动扩张性增长。" 尽管皮查伊一再强调AI投资的重要性，但这一消息仍令华尔街大为震惊。截至周四盘前，谷歌股价跌 逾4%。 半导体供应链成最大赢家 然而，在投资者消化这一决策的同时，由于市场预期谷歌巨额资金将流入多家合作企业，从而带来发展 红利，英伟达(NVDA.US)、博通(AVGO.US)等股价纷纷走高。 为在人工智能(AI)领域确立领先地位，谷歌(GOOGL.US)正以前所未有的规模加大资本投入。该公司近 日公布的季度营收超出市场预期，并宣布了一项远超分析师预测的巨额资本支出计划，旨在大规模建设 数据中心与基础设施，以赢取AI时代的竞争优势。 根据谷歌的规划， ...

Tower半导体(TSEM.US)盘前一度飙升超19%，现涨幅收窄至约4.3%，报126.47美元。消息面上，Tower 半导体宣布与英伟达合作开发用于AI数据中心的先进硅光子技术。这家以色列半导体代工厂将通过高 性能硅光子技术扩展AI基础设施部署，用于为英伟达网络协议设计的1.6T数据中心光学模块。据介绍， 其硅光子技术与之前的解决方案相比，数据传输速率最高可提升一倍，为光连接提供更高带宽，加速 AI应用性能。(格隆汇) ...

Core Insights - Tower Semiconductor is enhancing AI infrastructure with high-performance silicon photonics for 1.6T data center optical modules tailored for NVIDIA networking protocols, achieving up to double the data-rate compared to previous solutions, thus improving bandwidth and throughput for optical connectivity [1][2] Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, focusing on technology, development, and process platforms across various markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [4] - The company emphasizes sustainable impact through long-term partnerships and innovative analog technology offerings, which include a wide range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensors, and photonics [4] Technology and Collaboration - The SiPho platform from Tower Semiconductor is optimized for high-speed optical interconnects, positioning the company as a key foundry for leading firms in AI infrastructure, data center networking, and advanced telecom [2] - NVIDIA recognizes the exponential growth of AI as a driver for the need for high-speed, scalable networking, collaborating with Tower Semiconductor to enhance AI infrastructure efficiency through next-generation silicon photonics [2]

「水果顶流」换了又换。 昔日网红车厘子价格腰斩，上一个贵价水果晴王葡萄开始变得难吃奇怪。在这场"谁会是下一个网红水果"的游戏中，出现了一个到目前为止「唯一全网叫 好的水果」—— 是金桔， 或者更准确的说，是最近几年蹿红的产自广西融安的「脆蜜金桔」，相关词条在小红书上的讨论量上亿，抖音播放量超过8亿。 前几天英伟达CEO黄仁勋在年会上挨个给自家员工发； 从上个月开始，字节下午茶也出现了这水果的身影，据"各位同学"前线来报，皮脆汁多味甜个头 还大，每个都包裹着金纸以为是费列罗结果是比费列罗还贵的水果。 又麻又涩籽还多摇身一变一颗卖到15块，"这才是真的爱马仕金桔啊。" 01 一颗金桔卖15块，比费列罗还贵还大 "村里发金蛋了"。 最近，字节同学们（字节打工人以同学自称）的下午茶在社交平台上火了。 一颗颗金桔包裹着金光闪闪的金箔纸，最开始整齐地摆放在茶水间，不懂下 午茶为啥要发巧克力的打工人转身选择了其他水果，回到工位却发现同事们都在赞赏这"巧克力"的美味。 "从来没有吃过如此好吃的水果""这竟然是金桔？"字节的同学开始怀疑手上这个看似金桔的水果到底是啥，毕竟，印象中的金桔很难和好吃挂钩。麻嘴是 本分，籽多是内核， ...

NVIDIA ( NVDA ) is no longer winning AI with the fastest chips but is winning AI with the economics of AI at scale. CES 2026 validated this thesis. Rubin was discussing efficiency, power, orchestration, and reliability, not FLOPS, as inference, not training, isPythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmet ...

本文源自：金融界AI电报 美股大型科技股盘前涨跌互现，英伟达涨1%，亚马逊、特斯拉涨0.1%，Meta跌0.1%，苹果跌0.8%，微 软、谷歌A跌1%。 ...