英特尔股价在盘后交易中一度重挫13%，首席执行官陈立武给出的预期平平，并警告称这家芯片制造商 在应对生产问题。 对第一季度的营收和盈利预期均远低于华尔街预测。在与分析师的电话会议上，陈立武表示公司需 要"时间和决心"才能扭转局面，此番言论导致股价进一步下跌。生产环节的障碍阻碍了公司复苏，令原 本期待新产品能带来更大提振的投资者感到失望。 "我们处于一个多年发展阶段，"首席执行官表示。 随着电话会议进行，英特尔股价在盘后交易中一度跌至47.25美元。 该公司表示，第一季度营收预计在117亿美元至127亿美元之间。该区间的中值低于分析师此前预测的 126亿美元。该公司预计，不计特定项目，每股收益将实现盈亏平衡。华尔街此前预测该公司每股收益 为8美分。 第四季度，营收下降4.1%至137亿美元。不计部分项目，每股收益为0.15美元。据汇编的数据，分析师 此前估计销售额为134亿美元，平均每股收益为9美分。 经调整后，季度毛利率为37.9%。预计当前财季这一关键盈利指标将收缩至34.5%。英特尔鼎盛时期 时，其毛利率通常超过60%。 责任编辑：王永生 英特尔股价在盘后交易中一度重挫13%，首席执行官陈立武给出的预期平 ...

英特尔再度面临重大考验。 今日（23）凌晨，在美股盘后交易中，美国芯片巨头英特尔股价直线跳水，一度暴跌超11%。消息面上，该公 司在财报中给出的业绩指引不及市场预期，且英特尔高管警告称，今年一季度的供应将跌至"最低点"。 隔夜美股市场方面，三大指数集体收涨，美股大型科技股普涨，Meta大涨超5%，特斯拉涨超4%。热门中概股 亦全线走强，纳斯达克中国金龙指数涨超1%，阿里巴巴大涨超5%。有分析认为，美国总统特朗普撤回对欧关 税威胁并排除武力选项，叠加AI（人工智能）产业的投资预期，显著提振了市场风险偏好，推动股市反弹。 有分析指出，英特尔对2026年一季度的营收、利润的指引均低于华尔街预期。英特尔正在努力恢复技术优势， 但制造良率问题成为最新的挫折，英特尔面临执行方面的挑战。 英特尔CEO陈立武在接受媒体采访时表示："需求相当强劲，但公司正艰难应对制造良率问题，公司的良率和 生产制造未达到我的标准，我们需要改进。" 他还透露，公司在2025年四季度用尽了大部分库存。 英特尔暴跌 北京时间1月23日凌晨，英特尔披露的最新财报显示，2025年第四季度实现营收136.7亿美元，同比减少4.1%， 略高于市场预估的13 ...

1月22日晚，上交所网站显示，上海燧原科技股份有限公司（简称"燧原科技"）科创板IPO申请获受理。 截至上市申请材料签署日，这家国产AI芯片独角兽企业最近一轮融资估值近200亿元。腾讯与其高度绑 定——不仅是其第一大股东，也是第一大客户。 公司IPO拟募集资金60亿元，将用于第五代和第六代AI芯片系列产品的研发及产业化项目，以及先进人 工智能软硬件协同创新项目。 成立近八年迭代四代架构 上市申请材料显示，燧原科技创立于2018年3月。成立近8年来，公司自研迭代了四代架构5款云端AI芯 片，构建了AI芯片、AI加速卡及模组、智算系统及集群和AI计算及编程软件平台的完整产品体系，目前 已成为我国云端AI芯片领军企业之一，形成了芯片及硬件、软件及编程平台和算力集群方案三大类，全 方位、立体化的核心技术体系。公司多代产品已在互联网AI场景中大规模商用。 截至2025年9月末，燧原科技已获得境内发明专利262项，已承担10余项国家及地方科技攻关项目，参与 了41项AI芯片与智算系统的国家及行业标准制定。 上市申请材料显示，燧原科技2024年AI加速卡及模组销售量达3.88万张，在中国AI加速卡市场的占有率 约为1.4% ...

Group 1: Market Performance - US stock markets closed higher on January 22, with the Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Technology stocks saw significant gains, with Meta rising 5.7%, Oracle up over 2%, and Tesla increasing by over 4% [2][3] Group 2: Tesla Developments - Tesla's market value increased by $59.6 billion (approximately 415.6 billion RMB) in one night [3] - CEO Elon Musk announced that Tesla may start selling its humanoid robot "Optimus" to the public by the end of next year, with the robots currently performing simple tasks in factories [4] - Musk predicts that by the end of 2026, these robots will be capable of completing more complex tasks [5] Group 3: Intel Financials - Intel reported fourth-quarter revenue of $13.67 billion, a year-over-year decrease of 4.1%, with adjusted earnings per share of $0.15, up from $0.13 the previous year [6] - The company expects first-quarter adjusted earnings per share of $0.00, with revenue projected between $11.7 billion and $12.7 billion [6] Group 4: Economic Indicators - The US third-quarter GDP annualized growth rate was revised to 4.4%, slightly above the expected 4.3% [9] - Initial jobless claims for the previous week were reported at 200,000, below the expected 210,000 [8]

内存之外，铜、银等金属原材料的涨价压力持续传导。作为汽车电气系统、动力电池的核心原材料的 铜，自2025年下半年以来价格涨幅明显；同期，广泛应用于车载传感器、芯片封装的银，价格也上涨明 显。李斌透露，汽车与人工智能行业对这类原材料的争抢已进入白热化阶段，尽管目前涨价尚未传导至 终端售价，且车企仍有毛利空间承接，但长期压力不容小觑。 动力电池方面，尽管目前成本压力有所缓解，但芯片领域的风险仍未消散。赵非在接受中国证券报记者 采访时表示，宁德时代（300750）、比亚迪（002594）等电池龙头的规模效应与技术优势，使得电池涨 价风险可控，但存储芯片、智算芯片、功率芯片等多品类芯片的供应不确定性极大。理想汽车供应链副 总裁孟庆鹏已明确表示："2026年，汽车行业可能面临存储芯片供应危机，满足率或许不足50%。"车企 未来可能面临"既买不起，也买不到"的双重困境。 多维施策 多品类涨价形成共振 当前汽车行业的成本压力，已从单一环节升级为全链条的系统性冲击，其中内存芯片的短缺与涨价成为 最突出的新痛点。日前，三星电子联席CEO卢泰文公开表态称，全球内存芯片短缺程度前所未有，没有 任何行业能独善其身，危机已从手机领域蔓 ...

Group 1 - Dongtong's delisting marks a significant case of financial fraud, with inflated revenues of 432 million and profits of 314 million from 2019 to 2022 [1] - The company raised 2.2 billion in 2022 using fraudulent financial reports, leading to mandatory delisting [1] - On its last trading day, Dongtong's stock price was 1.72 yuan, down from a high of 43 yuan, leaving 46,000 shareholders trapped [3] Group 2 - ST Yatai is facing a third consecutive year of losses, projecting a loss of over 50 million in 2025, with a negative net asset value of -0.318 yuan per share [3] - ST Changyao's stock has been below 1 yuan for 15 consecutive trading days, risking forced delisting if it continues for 20 days [3] - ST Aowei is at risk of "market value delisting," having a current market value of 281 million, below the 500 million threshold [4] Group 3 - Wentai Technology's stock price is around 40 yuan, with a year-to-date increase of 5%, but shareholders are still keen to reduce their holdings [6] - Chipmaker Jingchen shares have surged 86% this year, prompting significant shareholder sell-offs [6] - Yong'an Futures plans to reduce 3% of its shares, aiming to cash out 700 million [6] Group 4 - A long list of companies, including Hongxing Co., Xueqi Electric, and others, have announced share reductions, reflecting a trend of capital exiting the market [7] - Recent data shows that 380 reduction announcements were made by major shareholders in A-share companies, with 114 companies planning to reduce over 3% of their total shares [9] - Since the implementation of stricter delisting regulations, 28 companies have been delisted, with a record number of major violations leading to forced delisting [9]

Group 1 - Huawei has launched a new product featuring a 24K gold-plated nameplate and customizable auspicious phrases or homeowner surnames, indicating a focus on luxury and personalization in their offerings [1] Group 2 - The Canadian government has reversed a previous order to ban TikTok, allowing over 14 million users in Canada to continue using the app, which may impact TikTok's market presence positively [4] - TikTok welcomed the court's decision, emphasizing its role in providing employment opportunities [4] Group 3 - Lemonade announced a 50% discount on insurance premiums for Tesla owners who activate the Full Self-Driving (FSD) feature, highlighting the integration of technology and insurance [6] - Elon Musk expressed confidence in the safety improvements provided by Tesla's FSD, which is linked to the reduced insurance costs [6] Group 4 - Alibaba's chip subsidiary, T-head, is reportedly planning for an independent IPO, reflecting the company's strategic move in the semiconductor industry [8] - T-head's self-developed GPU chip, PPU, has shown competitive specifications, surpassing Nvidia's A800 and matching the performance of Nvidia's H20, indicating a strong position in the market [8] Group 5 - Samsung is set to unveil the Galaxy S26 series, which will feature the world's first 2nm mobile chip, Exynos 2600, ahead of competitors like Qualcomm and Apple [9] - The Galaxy S26 series is expected to launch on February 25, with a release date of March 11, showcasing Samsung's advancements in semiconductor technology [9]

阿里巴巴股价暴涨6%，领涨中概股。消息面上，有报道称，阿里巴巴正准备推动其芯片制造业务 平头哥 上市。作为第一步，阿 里巴巴计划对该业务进行重组，将其调整为一家由员工部分持股的企业。随后公司将研究推进首次公开募股（IPO），但时间安排 仍不明确。 【导读】中国资产暴涨 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 1月22日晚间，美股三大指数上涨。 而更亮眼的是，中国资产暴涨，中概股指数暴涨超2%，港股夜盘，两大指数期货涨约1%，富时中国A50期货指数涨约0.4%。相信周五A股会有 不错的表现！ 目前这项流程仍处于早期阶段，尚不清楚平头哥能获得多高估值。竞争对手芯片公司（如摩尔线程科技）的上市动向已引发强烈关注。 自DeepSeek点燃国内科技行业热情以来，阿里巴巴一直是AI领域最激进的投资者和倡导者之一。首席执行官已承诺投入逾530亿美元用于基础设 施与AI发展，并表示这项投入未来可能继续增加。 美股上涨的原因，源于地缘政治紧张局势降温、科技巨头反弹以及稳健的经济数据。随着美国在"获取格陵兰岛"问题上的威胁措辞有所收敛、 市场情绪得到安抚。特朗普表示不再实施原定于2月1日生效的对欧新关税，并宣 ...

Core Viewpoint - Shanghai Suiruan Technology Co., Ltd. has received acceptance for its IPO on the Sci-Tech Innovation Board, marking the first IPO acceptance in A-shares for 2026 [1] Group 1: IPO Details - Suiruan Technology plans to raise 6 billion yuan through its public offering, with funds allocated for product R&D, business expansion, and supply chain security [3][4] - The company is one of the "Four Little Dragons" of domestic GPUs, established in March 2018, and is the last among them to go public [3][11] Group 2: Financial and Market Position - The company aims to develop its fifth and sixth generation AI chip series and advanced AI hardware-software collaborative innovation projects to meet the high-quality AI computing power demand in China [4] - Financial data shows that from 2022 to the first three quarters of 2025, the company achieved revenues of 90.1 million yuan, 301 million yuan, 722 million yuan, and 540 million yuan, with a compound annual growth rate of 183.15% [9] - As of September 2025, the company reported total assets of approximately 489 million yuan and a net loss of about 88.8 million yuan for the first nine months of 2025 [9] Group 3: Technological and Competitive Edge - The company has developed a complete product system including AI chips, AI acceleration cards, intelligent computing systems, and AI programming software platforms [6][7] - Suiruan Technology has filed 262 domestic invention patents and participated in over 10 national and local technology projects, contributing to the establishment of key national and industry standards [10] Group 4: Industry Context - The global AI chip market is currently dominated by Nvidia, which holds approximately 76% market share in AI acceleration cards as of 2024 [13] - The "Four Little Dragons" of domestic GPUs are rapidly advancing their ecosystems, with Suiruan Technology benefiting from extensive collaborations with major internet companies [14]

1月22日龙芯中科大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 35.00 | 6700.75 | 191.45 | -1.00 | 国泰海通证券股份 | 中信证券股份有限公司北 | | | | | | 有限公司总部 | 京望京证券营业部 | 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为9195.54万元。 证券时报·数据宝统计显示，龙芯中科今日收盘价为193.38元，上涨8.81%，日换手率为7.39%，成交额 为57.15亿元，全天主力资金净流出2.41亿元，近5日该股累计上涨26.85%，近5日资金合计净流入3.25亿 元。 两融数据显示，该股最新融资余额为10.14亿元，近5日增加5785.56万元，增幅为6.05%。 据天眼查APP显示，龙芯中科技术股份有限公司成立于2008年03月05日，注册资本40100万人民币。 （数据宝） 龙芯中科1月22日大宗交易平台出现一笔成交 ...