消息面上，1月5日，小鹏汽车-W宣布，2026款小鹏P7+车型已在奥地利格拉茨工厂顺利完成试装，目前 中奥团队正协同推进后续研发与生产流程，全力保障高质量交付。据介绍，该工厂拥有百年制造积淀和 超过300万辆整车量产经验，是全球最大且唯一生产梅赛德斯-奔驰G级车型的制造商。 小鹏汽车-W(09868)涨近4%，截至发稿，涨3.85%，报79.6港元，成交额5.58亿港元。 据悉，作为小鹏汽车首款面向全球发布的车型，新款小鹏P7+采用全球统一的生产与安全标准，将于 2026年1月8日在中国上市，并于1月9日在欧洲上市。日前，2026款小鹏P7+和小鹏G7相继亮相，新车定 档1月8日正式上市。两款新车均将推出增程动力车型，并将升级第二代VLA辅助驾驶大模型和三颗图 灵AI芯片，算力达到2250TOPS，硬件支持更高级别的辅助驾驶能力。 ...

Group 1 - The semiconductor sector has seen significant gains at the beginning of the year, with semiconductor equipment stocks reaching new highs, including a 4.17% increase in the Sci-Tech Semiconductor ETF and a 1.71% rise in the Chip ETF [1][2] - ASML, a major player in semiconductor equipment, has increased by over 5%, reaching a historic market capitalization, while TSMC has also risen over 3%, achieving a market value of $1.7 trillion [2] - Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60% to 70% in Q1 of this year, indicating a tightening supply and demand situation in the semiconductor market [3] - TSMC's 2nm process technology has commenced mass production as scheduled, with initial capacity expected to reach 35,000 wafers per month, projected to increase to 140,000 wafers per month by the end of the year, surpassing previous market estimates [3] - NVIDIA showcased its new AI platform Rubin at CES, featuring six new chips with five times the inference computing power of the previous generation, now in full production [3] Group 2 - The Sci-Tech Semiconductor ETF (588170) focuses on domestic semiconductor replacement equipment and materials, rising by 4.17%, with key components including companies like Zhongwei Company and Huahai Qingke [4] - The largest chip industry ETF in the market, the Chip ETF (159995), has increased by 1.71%, with a total scale reaching 26.222 billion yuan, covering the entire semiconductor industry chain and including leading stocks like SMIC and Cambrian [4]

导读 2026年开年，中国AI芯片领域迎来标志性资本事件，凸显国产AI算力发展的强劲势头。1月2日，壁仞 科技正式登陆港交所，成为港股"国产GPU第一股"；百度于1月2日公告，其旗下的AI芯片公司昆仑芯已 于1月1日以保密形式向港交所提交了上市申请表格。 2026年股市开市第二天，中国国产GPU代表企业壁仞科技在香港联合交易所的锣声敲响。同日，百度宣 布其AI芯片公司昆仑芯悄悄在1月1日向港交所递交了上市申请表格。 这两家企业的同步动作不仅体现了国产AI芯片企业的成长势头，更揭示了AI算力自主化进入了一个新 的发展阶段。 破冰上市，壁仞科技成为港股GPU"第一股" 1月2日，壁仞科技正式登陆港交所，成为港股"国产GPU第一股"，同时也是2026年港股上市的第一只新 股。 这个由前商汤科技总裁张文于2019年创立的GPU企业，仅用六年时间就完成了从成立到上市的跨越。市 场对这只股票的热情非同寻常——招股期间获得了超2300倍的超额认购，成为港交所18C章特专科技公 司上市机制落地以来发行规模最大的新股。 壁仞科技作为国内通用智能计算解决方案提供商，以自主研发的壁砺™系列GPU产品为核心，为各行业 提供强大、安全 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 1月5日消息，据台媒报道，英伟达CEO 黄仁勋将于本月赴台并参加英伟达台湾地区年会，并邀请"英伟达生态系"合作伙伴再现"兆元（即万亿元新台 币）"宴。 据悉，包括台积电董事长魏哲家、鸿海董事长刘扬伟、广达董事长林百里及副董事长梁次震、纬创董事长林宪铭、纬颖董事长兼首席战略官洪丽宁、和硕 集团董事长童子贤、仁宝董事长陈瑞聪等企业高管，将成为"兆元宴"的座上客。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 文章内容整理自网络，如有侵权请联系沟通 据此前报道，黄仁勋已经于去年 11 月访问台积电，提出了对更先进 AI 芯片的迫切需求，而这一举动直接引爆了台积电的新一轮建厂热潮。 消息称台积电为了确保明年能有更多新产能上线，已紧急敦促上游设备供应商缩短交货时间。这一"催单"效应直接导致供应链进入"战时状态"，预计相关 设备厂商的高强度出货将至少持续到 2026 年第二季度。 ***************END*************** 半导体公众号推荐 半导体论坛百万 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【上海阵量智能科技注册资本增至约8.15亿，新增股东】1月5日消息，近日上海阵量智能科技有限公司 进行工商变更，注册资本增加至约8.15亿元。新增宁波越秀甬元股权投资合伙企业、中国国有企业混合 所有制改革基金有限公司等为股东。该公司是曦望Sunrise关联公司，专注高性能GPU研发，定位"更懂 AI的芯片公司"。 ...

盘面上，马斯克计划2026年大规模量产脑机接口设备，脑机接口板块掀涨停潮，道氏技术(300409)、三 博脑科及乐普医疗(300003)等20余股涨停；保险股大涨，新华保险(601336)涨超8%；医疗器械板块走 高，赛诺医疗等多股涨停；AI芯片、存储芯片板块拉升，普冉股份、恒烁股份涨停；重组蛋白、快手 概念、CRO、游戏及Sora概念等涨幅居前。另外，海南、免税板块逆市下跌，海汽集团(603069)、海南 发展领跌；旅游酒店板块走低，凯撒旅业跌近7%；铁路公路、电机及航空机场等板块跌幅居前。(格隆 汇) 格隆汇1月5日｜A股2026年首个交易日开门红，三大指数均大幅上涨，沪指12连阳重回4000点，深证成 指；截至收盘，沪指涨1.38%报4023点，深证成指涨2.24%，创业板指涨2.85%。全市场成交额2.57万亿 元，较前一交易日增量5015亿元，近4200股上涨。 | 上证指数 深证成指 | 北证50 | | --- | --- | | 4023.42 13828.63 1466.42 | | | +54.58 +1.38% +303.61 +2.24% +25.99 +1.80% | | | 科创5 ...

每经记者｜闫峰峰 每经编辑｜吴永久 随着燧原科技完成IPO辅导，其背后潜伏的上市公司引发投资者关注。 证监会官网近日披露，上海燧原科技股份有限公司已完成IPO辅导工作，即将申报科创板上市。这家被 称为"国产GPU四小龙"之一的人工智能芯片企业正迎来其发展历程中的关键节点。而燧原科技背后的上 市公司到底有哪些？能否因此实现价值重估呢？ 燧原科技获"券商一哥"加持 AI芯片公司IPO或催化背后股东重估 燧原科技专注于人工智能领域云端算力产品，致力于为通用人工智能打造算力底座。该公司已开发四代 AI芯片，产品线覆盖训练和推理两大场景。 燧原科技成立于2018年3月，由赵立东和张亚林共同创立。两位创始人均拥有丰富的AMD工作经历，在 芯片领域积累了深厚经验。赵立东曾服务于AMD并担任紫光集团副总裁，张亚林则曾是AMD上海研发 中心的核心技术负责人。 2025年世界人工智能大会上，燧原科技发布最新一代训推一体产品"燧原L600"，支持FP8低精度计算， 可提升大模型训练速度并降低成本。目前，公司已在甘肃庆阳、江苏无锡、湖北宜昌等地布局智算中 心，积极参与"东数西算"工程。 2025年11月，基于当前资本市场环境变化和公 ...

Core Viewpoint - Nvidia has agreed to acquire Groq, a high-performance AI accelerator chip design company, for $20 billion in cash, marking Nvidia's largest transaction to date, nearly tripling Groq's previous valuation of $6.9 billion within three months [3][7]. Group 1: Acquisition Details - The acquisition involves key Groq executives, including founder and CEO Jonathan Ross, joining Nvidia while Groq will continue to operate as an independent entity [4]. - Groq, founded in 2016 by former Google engineers, focuses on high-performance AI accelerator chip design, particularly for inference tasks [4][11]. - Nvidia's acquisition strategy is seen as a form of "acqui-hire," allowing the company to gain talent and technology while avoiding potential regulatory hurdles associated with traditional acquisitions [4][8]. Group 2: Financial Implications - Nvidia's offer includes generous compensation for Groq's shareholders, with approximately 85% of the payment made in cash upfront, and the remaining distributed over the next few years [9]. - Groq employees, approximately 600, will receive substantial financial incentives, with potential equity values estimated at $5 million per employee [4][9]. Group 3: Strategic Significance - The acquisition is viewed as a strategic move to strengthen Nvidia's competitive edge in the GPU market, especially as AI model focus shifts from training to inference, where traditional GPUs face limitations [4][12]. - Nvidia's purchase of Groq is compared to Microsoft's acquisition of GitHub, emphasizing its strategic importance in the AI landscape [11]. - The deal is expected to lock in customers, as AI labs now face the choice of either purchasing Nvidia GPUs or adopting Groq's LPU technology, thereby consolidating Nvidia's market position [12]. Group 4: Industry Trends - The AI chip market is evolving, with a clear divide between GPU-centric and non-GPU architectures, as companies like Google and Groq push for alternatives to traditional GPUs [14]. - The global AI chip market is projected to reach $413.8 billion by 2030, with non-GPU architectures expected to capture over 21% of the market share [15]. - In China, the trend towards non-GPU solutions is accelerating, with the market for non-GPU accelerated servers expected to approach 50% by 2029 [16].

【海通国际：百度拟分拆昆仑芯赴港上市，或贡献可观市值】1月5日，海通国际发布报告，百度计划分 拆非全资子公司昆仑芯，于香港联交所主板独立上市。该行认为当下分拆上市时机合适，可借助GPU供 应商首次公开募股浪潮。 据IDC数据，以2024年出货量计，昆仑芯以6.9万颗位列第三。弗若斯特沙利 文预测，到2029年，中国AI芯片市场规模将从2025年的1425亿元，以53.7%的年复合增长率增至13368 亿元。 上一轮融资前，百度持有昆仑芯59%股份，上市后预计维持50%持股。若以沐曦估值3倍为基 准，应用40%综合企业折让后，昆仑芯可能为百度贡献292亿美元市值；不计折让则贡献约487亿美元。 加上百度传统业务价值347亿美元，该行得出百度总市值约645亿美元，此估值未含百度Apollo Go及其 他资产潜在价值释放。该行重申对百度评级为"跑赢大市"。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 扫码查看原文 行得出百度总市值约645亿美元,此估值未含百度 Apollo Go及其他资产潜在价值释放。该行重申对百 度评级为"跑赢大市"。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 ...

Market Performance - The A-share market opened positively on the first trading day of 2026, with all three major indices significantly rising. The Shanghai Composite Index (SSE) recorded a 12-day winning streak, returning to the 4000-point mark, closing at 4023 points, up 1.38%. The Shenzhen Component Index rose 2.24%, and the ChiNext Index increased by 2.85% [1] - The total market turnover reached 2.57 trillion yuan, an increase of 501.5 billion yuan compared to the previous trading day, with nearly 4200 stocks rising [1] Sector Performance - The brain-computer interface sector surged following Elon Musk's plan for large-scale production of brain-machine interface devices, leading to a wave of limit-up stocks including Daosheng Technology, Sanbo Brain Science, and Lepu Medical [1] - Insurance stocks experienced significant gains, with Xinhua Insurance rising over 8% [1] - The medical device sector also saw an uptick, with companies like Sainuo Medical hitting their daily limit [1] - AI chip and memory chip sectors rallied, with stocks such as Purun Co. and Hengshuo Co. reaching their daily limit [1] - Other sectors with notable gains included recombinant proteins, Kuaishou concepts, CRO, gaming, and Sora concepts [1] - Conversely, the Hainan and duty-free sectors declined, with Haikou Group and Hainan Development leading the losses. The tourism and hotel sector also fell, with Caesar Travel dropping nearly 7% [1] - The railway, highway, electric machinery, and airport sectors were among those with the largest declines [1] Fund Flow and Performance Rankings - The top sectors by net capital inflow over the past five days included insurance (+6.20%), healthcare (+5.46%), and internet (+4.44%) [2] - Other sectors with notable five-day gains included biotechnology (+3.92%), semiconductors (+4.01%), and computer hardware (+3.75%) [2]