Market Overview - Major U.S. indexes closed higher, with the Dow Jones Industrial Average up 0.3% at 47,706.37, the S&P 500 advancing 0.2% to 6,890.89, and the Nasdaq climbing 0.8% to 23,827.49 [1] Nvidia Corporation - Nvidia's stock surged 4.98% to close at $201.03, reaching an intraday high of $203.15 and a low of $191.91, with a 52-week high of $203.15 and a low of $86.62; in after-hours trading, the stock rose nearly 1.7% to $204.43 [1] - The company is in a "sweet spot" as its numbers outpace its valuation, with a trailing P/E ratio below its five-year average, indicating potential value for cautious investors [2] - CEO Jensen Huang cautioned that U.S. efforts to isolate China from advanced AI chips could backfire, emphasizing the need for balance to avoid losing "half the world's AI developers," while announcing new supercomputers for the U.S. Department of Energy and partnerships with several companies [3] Nokia Corporation - Nokia's shares skyrocketed 22.84% to $7.77, with a high of $8.19 and a low of $6.40; the stock's 52-week range is $8.19 to $3.91, and it rose 2.45% in after-hours trading to $7.96 [4] - The surge followed Nvidia's announcement of a $1 billion investment in Nokia, acquiring a 2.9% stake to collaborate on AI networking, enhancing Nokia's strategy for the AI supercycle [4] Bloom Energy Corporation - Bloom Energy's stock climbed 4.38% to close at $113.28, with an intraday high of $113.52 and a low of $105.84; the 52-week high is $125.75, while the low is $9.59, and the stock shot up nearly 20% to $136.01 in after-hours trading [5] - The company reported impressive third-quarter earnings, with a year-over-year revenue increase of 57.1%, totaling $519.05 million, surpassing analyst estimates of $424.98 million [6] Visa Inc. - Visa's stock slightly declined by 0.26% to $346.9, with a high of $349.89 and a low of $346.50; the 52-week range is $375.51 to $281.35 [7] - Despite the minor drop, Visa's fourth-quarter earnings exceeded expectations at $2.98 per share, slightly above the analyst estimate of $2.97, with quarterly revenue of $10.72 billion, beating the consensus estimate of $10.61 billion [7] Cameco Corporation - Cameco's stock soared 23.42% to $106.91, hitting a high of $110.16 and a low of $98; the 52-week high is $110.16, with a low of $35 [8] - The rise was driven by a major contract with the Trump administration to construct new nuclear reactors, boosting confidence in the nuclear sector [8][9]

中国上市公司协会联合新华网等媒体，开展"我在'十四五'这五年 上市公司在行动"主题宣传活动。作 为中国芯片设计产业的重要力量，近五年来泰凌微抓住物联网市场爆发式增长的历史机遇，凭借其在低功 耗无线连接领域的技术积累，持续推出具有国际竞争力的产品，实现了从技术追赶到市场领先的蜕变。 加大研发投入 实现业务规模与技术实力双重飞跃 开拓新领域 持续构建多元化产品矩阵 泰凌微凭借其技术优势和产品竞争力，不断开拓新的市场领域，构建多元化的应用场景布局，从广度 和深度两个维度持续扩大市场影响力。泰凌微凭借在低功耗无线连接领域的技术优势，持续拓展高价值应 用场景，构建了覆盖智能家居、医疗健康、汽车电子等领域的多元化产品矩阵。 在智能家居领域，泰凌微的Matter芯片在海外智能家居领域批量出货；在电子价签(ESL)市场，公司绑 定龙头客户，市场份额稳步提升。此外，公司产品还广泛应用于AI人机交互设备(HID)等场景，在无线键 鼠市场保持领先地位。 近年来我国集成电路产业快速发展，在国家政策支持与市场需求的双轮驱动下，泰凌微始终秉持创新 驱动、坚定务实的发展态度，将技术研发作为公司发展的核心驱动力，保持着高强度的研发投入，并在 ...

截至2025年10月29日 09:55，中证500质量成长指数(930939)上涨0.99%，成分股生益电子(688183)上涨15.50%，国网英大(600517)上涨9.95%，上海电力 (600021)上涨7.30%，景旺电子(603228)上涨6.70%，欣旺达(300207)上涨4.78%。500质量成长ETF(560500)上涨1.00%。 据Wind数据显示，规模方面，500质量成长ETF近3月规模增长4371.12万元，实现显著增长。 消息方面，10 月 29 日 GTC 大会上，英伟达 CEO 黄仁勋发布下一代超级芯片平台——Vera Rubin Superchip，在高性能计算和 AI 加速领域实现新突破。 特斯拉正式发布其神经网络系统"世界模型器"，该系统能够生成高保真的虚拟驾驶场景，构建自动驾驶的"孪生世界"。使AI系统每天可学习相当于人类500 年的驾驶经验，大幅降低对真实路测的依赖。国盛证券表示，大模型调用量持续攀升，海内外大厂算力投资不断加码，将带动国内算力产业链景气度上行。 国内产能持续上升，有望助力国产AI芯片突破。 天风证券指出，"人工智能+"将开启中国智能经济时代，AI应 ...

Skyworks has experienced consistent demand for its analog chips, while Qorvo has faced pressure from activist investor Starboard Value, which recently appointed two new independent directors. This merger is a strategic move to combine strengths and form a significant player in the chip industry, potentially benefiting both companies in the long run. Qorvo Inc. (NASDAQ:QRVO) announced a merger with Skyworks Solutions to create a $22 billion semiconductor enterprise, aiming to enhance market position and inno ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源： 内容 编译自 chosun 。 随着人工智能 (AI) 市场的开放，高带宽存储器 (HBM) 需求激增，SK 海力士引领该市场，并在今年 第三季度（4 月至 6 月）再次创下季度业绩新高。随着人工智能行业的蓬勃发展，HBM 供应量也随 之飙升，SK 海力士在第五代 HBM (HBM3E) 12 位高带宽存储器市场中占据优势，延续了强劲势 头。SK 海力士表示，已与主要客户就下一个战场——第六代 HBM (HBM4) 完成了供应谈判，并计 划于第四季度全面启动供应。 SK海力士29日披露，按合并口径计算，其今年第三季度营业利润为11.3834万亿韩元，较上年同期增 长 62% （ 初 步 统 计 ） 。 营 业 利 润 率 为 47% 。 第 三 季 度 营 收 为 24.4489 万 亿 韩 元 ， 较 上 年 同 期 增 长 39%。这一结果与证券行业11.4142万亿韩元的营业利润预测相近。 SK海力士表示，"随着客户扩大AI基础设施投资，存储器需求激增"，并补充道，"随着HBM3E 12位 高和面向服务器的DDR5等高附加值产品的销售增长，我们再 ...

格隆汇10月29日｜美国射频芯片大厂思佳讯(Skyworks Solutions)和同业Qorvo宣布已达成合并协议。双 方已同意以现金加股票的方式进行交易，合并后的公司估值为220亿美元。该交易预计将于2027年上半 年完成。 ...

Core Insights - NVIDIA's CEO Jensen Huang emphasized breakthroughs in 6G, AI, quantum computing, and robotics during his keynote at the GTC conference, highlighting accelerated computing and GPU technology as key drivers of technological advancement as Moore's Law becomes less effective [3][4] Group 1: Strategic Partnerships and Investments - NVIDIA announced a strategic partnership with Nokia, committing to invest $1 billion to acquire shares in Nokia to jointly advance an AI-native 6G network platform [3] - The company is collaborating with the U.S. Department of Energy to build the largest AI supercomputer for the department [3] Group 2: Technological Innovations - NVIDIA introduced NVQLink technology, which integrates AI supercomputing with quantum computing, receiving support from 17 quantum computing companies [3] - The company plans to launch the Bluefield-4 processor to support AI factory operations [3] Group 3: Market Trends and Financial Performance - The AI industry is experiencing rapid growth, with significant capital expenditures from major cloud service providers, which now account for 60% of their operating cash flow, indicating a strong market outlook [5] - The communication ETF (515880) has surpassed 107 billion, ranking first among its peers, with over 50% of its composition in optical modules, reflecting a robust demand for computing hardware [7][8] Group 4: Optical Module Market Dynamics - The optical module market is expected to see significant growth, with projected market sizes of $14.4 billion, $24.4 billion, and $32.7 billion for the years 2025, 2026, and 2027, respectively, driven by increased demand and technological upgrades [6] - The overall market for optical modules is in a state of rising volume and price, with a stable competitive landscape dominated by leading Chinese manufacturers [6]

Market Overview - Analysts expect markets to remain firm, driven by positive global cues, macro-economic data, and domestic Q2 earnings [1][13] - GIFT Nifty traded higher by 55 points, or 0.21%, at 26,145, indicating a positive start for Dalal Street [2][13] U.S. Market Performance - All three major U.S. stock indexes reached record closing highs, with Nvidia shares rising due to its announcement of building AI supercomputers for the U.S. Department of Energy [3][13] - Nvidia has $500 billion in bookings for its AI chips, reflecting strong demand in the technology sector [3][13] Asian Market Trends - Asian stocks opened higher, supported by Wall Street's optimism regarding AI's impact on technology profits and expectations of a Federal Reserve interest-rate cut [7][13] Currency and Economic Indicators - The U.S. dollar is near a one-week low against major peers ahead of a widely anticipated interest rate cut from the Federal Reserve [8][13] - The Indian rupee depreciated by 8 paise to close at 88.27 against the U.S. dollar, influenced by weak domestic stock markets and foreign fund outflows [12][13]

OpenAI CEO Sam Altman (L) speaks with Microsoft Chief Technology Officer and Executive VP of Artificial Intelligence Kevin Scott during the Microsoft Build conference at Microsoft headquarters in Redmond, Washington, on May 21, 2024.Investors can't get enough of artificial intelligence, despite worries over the sector's excessively high valuations.The S&P 500, Dow Jones Industrial Average and Nasdaq Composite rose Tuesday stateside, with all three notching new intraday highs. The major averages were juiced ...

微软公司周二股价收市升2%，令总市值重新站上4万亿美元。今年7月，英伟达成为史上第一家市值达 到4万亿美元的公司，目前正继续不断创出历史新高，市值已逼近5万亿美元。 格隆汇10月29日｜苹果(AAPL.US)周二盘中一度涨0.4%，报269.89美元，再创历史新高，市值首度突破 4万亿美元，成为历史上第三家达到4万亿美元里程碑的上市公司。 不过，苹果市值4万亿美元的纪录未能维持到收市。苹果收盘仅升0.07%，但仍创新高。自4月低位至 今，苹果累涨近60%，市值增加逾1.4万亿美元，主要受惠于关税忧虑纾缓，以及iPhone 17初步销售理 想带动。 ...