Core Insights - Sandisk has emerged as the top-performing stock in the S&P 500, having doubled in value year to date as of January 21, 2026, and is expected to continue its strong performance [2][3] Company Overview - Sandisk, a pioneer in solid-state memory, went public over 30 years ago and was acquired in 2015, later being spun out again in 2025 with a market cap of $5 billion [1] - The company is experiencing significant growth, with its stock performance indicating a strong recovery and potential for future gains [2] Market Dynamics - The demand for Sandisk's solid-state memory products is surging, driven by the increasing need for memory in AI applications, particularly in inference processes [7] - Management anticipates that total shipped memory capacity will more than double from the end of 2025 to the end of 2029, indicating robust future growth prospects [7] Investment Considerations - While Sandisk's profits are increasing, there remains uncertainty regarding the sustainability and peak of this profitability [8] - The challenge of predicting future cash flows complicates investment decisions, highlighting the inherent risks in stock investments [5][6]

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy and hold for 20 years. NVIDIA (NVDA) CEO Jensen Huang Frames AI as the Largest Infrastructure Buildout in Human History On January 21, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang appeared on the World Economic Forum stage in Davos, framing AI as “the largest infrastructure buildout in human history.” He sees AI not as a single technology cycle but as a multi-layer platform shift. According to him, this shift spans energy, chips ...

Core Insights - Investors who bought Nvidia shares after the DeepSeek-related market crash on January 27, 2025, have seen significant gains, with a $1,000 investment growing to approximately $1,580 by January 23, 2026, reflecting a 58% return [1][5] Group 1: Market Impact - The DeepSeek market crash was triggered by a sell-off in technology stocks due to the release of advanced AI models from the Chinese startup DeepSeek, raising concerns about U.S. leadership in AI and demand for Nvidia's hardware [3][4] - Nvidia experienced a nearly 17% drop in a single session during the crash, resulting in a loss of about $600 billion in market value, marking the largest one-day loss in Wall Street history [4] Group 2: Recovery and Demand - Following the crash, Nvidia's stock rebounded nearly 9% the next day as investors viewed the sell-off as an overreaction, and the stock continued to appreciate due to sustained demand for high-performance GPUs in AI training and inference [5] - Strong quarterly results indicated resilient data center revenue, bolstered by partnerships with major U.S. technology firms expanding AI infrastructure [5] Group 3: Competitive Landscape - Nvidia's advancements in chip design and software ecosystems have reinforced its market position, while the perception shifted towards the idea that more efficient AI models would increase overall adoption rather than diminish hardware demand [6] - Geopolitical tensions have deterred Western companies from adopting Chinese AI solutions, limiting DeepSeek's commercial impact, while U.S. competitors like OpenAI and Google have enhanced their ecosystems, reducing DeepSeek's cost-driven appeal [7]

1月24日，《每日经济新闻》记者从知情人士处了解到，英伟达CEO黄仁勋近日来华，首站到访英伟达位于上海的新办公室。24日下午，有网友爆料称， 在上海菜市场遇到正在逛街的黄仁勋。 水果店老板还表示，黄仁勋送了一个签名红包给他。 这也是黄仁勋2026年首次来华。据了解，黄仁勋此次来华期间将参加公司年会。除了上海，后续他还将前往北京及深圳。本次行程中，黄仁勋以"逛吃"为 主，不会安排媒体采访。 另据参考消息网援引新加坡《联合早报》报道，消息人士称，黄仁勋此次赴华行程与2025年初基本一致，主要参加上海、北京和深圳分公司的新年晚会以 及供应商答谢会。 网友拍摄的视频显示，黄仁勋现身上海陆家嘴街道乳山路锦德菜市场边吃边逛，网友称"食物不离手"。 图片来源：视频截图 图片来源：网络 此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能芯片。据悉，上述对华销售将由美国商务部负责审批和安全 审查，美方还将从相关交易中收取约25%的费用。 1月15日，外交部发言人毛宁主持例行记者会。针对美国政府称将会允许向中国出口英伟达H200芯片，但将会对此出售进行约25%的关税征收，毛宁表 示，对于美国输华 ...

每经编辑｜何小桃 1月24日，《每日经济新闻》记者从知情人士处了解到，英伟达CEO黄仁勋近日来华，首站到访英伟达位于上海的新办公室。24日下午，有网友爆料称， 在上海菜市场遇到正在逛街的黄仁勋。 网友拍摄的视频显示，黄仁勋现身上海陆家嘴街道乳山路锦德菜市场边吃边逛，网友称"食物不离手"。 这也是黄仁勋2026年首次来华。据了解，黄仁勋此次来华期间将参加公司年会。除了上海，后续他还将前往北京及深圳。本次行程中，黄仁勋以"逛吃"为 主，不会安排媒体采访。 另据参考消息网援引新加坡《联合早报》报道，消息人士称，黄仁勋此次赴华行程与2025年初基本一致，主要参加上海、北京和深圳分公司的新年晚会以 及供应商答谢会。 据报道，中国大陆作为英伟达最重要的市场之一，黄仁勋每年春节都会例行拜访。 据央视新闻报道，当地时间1月13日，美国政府批准英伟达向中国出口其人工智能芯片H200。该决定预计将重启H200芯片对中国客户的出货。 此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能芯片。据悉，上述对华销售将由美国商务部负责审批和安全 审查，美方还将从相关交易中收取约25%的费用。 1月15日，外 ...

香港《南华早报》报道，黄仁勋与英伟达上海员工会面时，回顾了公司2025年的重要发展里程碑，并探 讨了新一年的产品管线规划，不过此次交流中并未提及H200芯片。 英伟达一名员工透露，黄仁勋预计将于26日抵达北京，英伟达北京办公室的年度庆典也将于当晚举办。 1月24日下午，英伟达CEO黄仁勋现身上海陆家嘴街道乳山路锦德菜市场，晚上将参加英伟达上海年 会。 这是黄仁勋今年首度来华，他于23日下午到达上海，首站到访英伟达位于上海张江的新办公室。 黄仁勋现身上海菜市场。社交媒体 据央视新闻此前报道，当地时间1月13日，据美国联邦公报显示，美国放宽了对英伟达H200芯片出口到 中国的监管规定。美国总统特朗普曾通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工 智能芯片。据悉，上述对华销售将由美国商务部负责审批和安全审查，美方还将从相关交易中收取费 用。 1月15日，外交部发言人毛宁主持例行记者会。法新社记者提问，美国总统特朗普日前表示，美国政府 将批准向中国出售H200人工智能芯片。但他同时表示，美国政府将抽取销售总额的25%。中方对此有 何评论？ 毛宁回应："对于美国输华芯片问题以及关税问题，中方都已经多次表 ...

【太平洋科技快讯】据悉，英伟达创始人兼 CEO 黄仁勋近日再度来华，首站到访公司位于上海的新办 公室。 黄仁勋与员工进行了交流，回顾了公司 2025 年的主要事件，并回答了员工提问。据知情人士透露，问 题主要聚焦 2026 年重点芯片话题，并没有提及 H200。 值得一提的是，黄仁勋去年也来华参加年会，并给员工发放多个万元红包，还身着"大花背心"与员工们 一起扭秧歌。 ...

中经记者 吴清 北京报道 2026年1月24日，英伟达创始人兼CEO黄仁勋悄然现身上海办公室，2026年新年首度来华。 《中国经营报》多方获悉，这是他连续多年在春节前开启的中国行，行程包括上海、北京、深圳三站， 内容主要包括与员工座谈、出席供应商答谢会和分公司年会。值得关注的是，相比往年的高调亮相，今 年黄仁勋行程颇为低调，且在此次内部交流中，对当前最敏感的H200芯片话题选择了刻意回避。 这种"静默"恰如一面镜子，映照出英伟达在全球AI算力格局重塑与中美科技博弈深化背景下的复杂处 境。多位业内人士在接受记者采访时表示，这一边是美国政府刚为H200对华销售"开了一道口子"，另 一边是中国市场传出可能对其使用设限。英伟达这家独占全球AI芯片市场90%份额的巨头，正行走于一 根钢丝之上，试图在夹缝中维系其全球生态优势。 科技观察人士王如晨表示，跟过去几年尤其2025年大秀特秀不一样，这次全程未对媒体开放，官方也没 发布任何通稿。 业内人士多认为，这次访问的背景也早已不再是单纯的庆祝。2026年1月初，美国商务部在持续的压力 下，有条件批准了英伟达向中国销售其最新一代AI芯片H200。但几乎同时，有市场消息传出，中 ...

Core Viewpoint - Nvidia is poised for significant growth as Chinese regulators may approve the sale of its H200 AI chips, which could unlock a lucrative market previously restricted due to export limitations [2][3][5]. Group 1: Market Dynamics - Nvidia has been a key player in the AI revolution, with its GPUs being the preferred choice for AI applications [2]. - The company faced challenges due to restrictions on sales to China, one of its largest markets, impacting its overall performance [2]. - Recent reports indicate that Chinese tech giants like Alibaba, Tencent, and ByteDance are being instructed to submit orders for Nvidia's H200 chips, suggesting a potential easing of restrictions [3][5]. Group 2: Financial Implications - In 2024, sales of lower-quality AI chips to Chinese customers reached $17.1 billion, despite the absence of sales from Nvidia's advanced chips [6]. - CEO Jensen Huang noted that demand for H200 chips in China is "very high," with potential sales exceeding $50 billion annually if imports are approved [7]. - Nvidia has reportedly received orders for 2 million H200 chips at $27,000 each, which could generate $54 billion in revenue, subject to a 25% export levy, resulting in $40 billion in incremental revenue [7][8]. Group 3: Future Projections - Nvidia has not factored in sales to China in its forecasts, which could significantly enhance its outlook [10]. - The company has an AI chip sales backlog of $500 billion for the next six quarters, with expectations for this figure to grow [10]. - Analysts project Nvidia's revenue for fiscal 2027 to be $320 billion, with the potential for earnings per share (EPS) to reach $8.29, suggesting a possible share price increase to $385, representing a 105% gain from current levels [10].

Core Insights - Nvidia and Tesla are positioned to deliver significant returns for shareholders due to their involvement in the AI revolution [1][2] - Experts predict that the combined market value of Nvidia and Tesla could reach at least $20 trillion in the future [2] Nvidia - Nvidia's GPUs are the industry standard for AI infrastructure, accounting for approximately 85% of AI accelerator sales in 2025, with expectations of maintaining this dominance [4][5] - The company employs a "full-stack" approach to accelerated computing, integrating hardware and software to provide the lowest total cost of ownership for customers [4][5] - Nvidia's data center GPU sales are projected to grow at an annual rate of 36% through 2033, with adjusted earnings expected to increase at 38% annually over the next three years [6][7] - Analyst Beth Kindig predicts Nvidia could reach a market value of $20 trillion by 2030, implying a potential upside of about 340% from its current market value of $4.5 trillion [8] Tesla - Tesla's current market value is $1.5 trillion, with CEO Elon Musk suggesting it could reach $25 trillion, indicating a potential upside of approximately 1,560% [8][10] - Despite losing its status as the global leader in electric vehicle sales, Tesla's investment thesis now focuses on physical AI, including autonomous vehicles and humanoid robots [10][12] - Tesla's full self-driving (FSD) software is set to expand into new markets, with plans for monetization through subscriptions and autonomous ride-sharing services [11] - The robotaxi market is expected to grow at 99% annually through 2033, while humanoid robot sales are projected to increase at 54% annually through 2035 [13] - Musk claims Tesla's expertise in physical AI is unmatched, but the stock's valuation remains challenging due to struggles in the core electric car business and execution risks in new AI ventures [14][15]