目前美国的很多项级芯片企业，都是华人掌舵了。 比如AMD是苏姿丰，英特尔是陈立武，英伟达是黄仁勋，博通是陈福阳…… 并且，很多企业之前都陷入了困境，后来经华人CEO掌舵后，再翻身的。 据称，Intel 14A相比于上一代的18A，每瓦特性能提高15-20%、功耗降低25-35%、晶体管密度提升达30%。 比如AMD之前有多惨，连续亏损，都快要没了，苏姿丰掌舵后，大刀阔斧的改革，然后专注研发，推出了Zen架构，再与台积电合作，一脚踢开格方罗德代 工，然后翻身了。 博通在陈福阳掌舵后，也是业绩大涨，市值也是一路高涨，如今1.6万多亿美元，排在全球第7名，这也是华人的功劳啊。 而英特尔，在陈立武掌舵后，似乎也要翻身了。 之前英特尔CPU越来越不好卖，被AMD抢走太多市场份额，GPU业务也是差劲的很，然后在芯片代工上，也是越陷越深，前后亏了上千亿美元，还技术非 常烂，没有人找英特尔代工。 最后CEO没办法，下台了，换上了陈立武上来，他也是一位华人。 陈立武上台后，也是大刀阔斧改革，比如砍掉一些不赚钱的边缘业务，聚焦自己的主业。然后在晶圆代上，也是收割战线，不再盲目投资。 这不，在他上台后，英特尔的业绩有所好转了。 近 ...

每经AI快讯，12月22日，港股午间收盘，恒生指数涨0.20%，恒生科技指数涨0.89%。芯片股走强，中 芯国际涨超7%，华虹半导体涨逾5%。 ...

Group 1 - The overall market sentiment in 2025 shows signs of recovery, with demand gradually returning and inventory levels decreasing, but the situation remains complex [2][4][6] - The chip market is experiencing localized activity, particularly with TI, Anshi, and storage sectors seeing price increases, while other areas still face inventory challenges [4][6][8] - Despite some small orders being secured, the competition remains fierce, and many companies are adapting their strategies to capitalize on emerging opportunities [12][18][20] Group 2 - The introduction of AI tools is enhancing demand analysis, inventory management, and customer engagement, although challenges persist [24][26] - The overall business outlook for 2025 is more optimistic compared to the previous two years, driven by new demands from AI technologies impacting storage and related components [27][29][31] - The industry is encouraged to remain resilient and proactive, with hopes for increased activity and profitability in the coming year [33][35]

12月22日，港股股指高开冲高后大幅回撤，午前再度震荡上行，截止午盘，恒生指数涨0.2%报25742.24 点，恒生科技指数涨0.89%报5528.05点，国企指数涨0.27%报8925.39点，红筹指数涨0.37%报4066.49 点。 盘面上，大型科技股走势分化，阿里巴巴涨0.83%，腾讯控股跌0.08%，京东集团涨0.99%，小米集团跌 2.12%，网易跌0.75%，美团跌0.1%，快手涨0.6%，哔哩哔哩涨0.73%；芯片股走强，中芯国际涨超 7%，华虹半导体涨逾5%；黄金股普涨，灵宝黄金、中国黄金国际涨超6%，山东黄金、赤峰黄金涨逾 4%；新消费概念多数上涨，蜜雪集团涨超9%；今日四只新股上市，印象大红袍、华芢生物、明基医 院、南华期货挂牌，集体破发。 企业新闻 顺丰控股(06936.HK)：11月速运物流业务、供应链及国际业务合计收入为271.73亿元，同比增长 7.85%。其中速运物流业务收入同比增长9.88%，业务量同比增长20.13%。 首都创投(02324.HK)：预计截至2025年9月30日止年度(本年度)取得未经审核综合净溢利约1.15亿港元至 1.4亿港元，同比扭亏。主要由于上市股权 ...

Group 1: Stock Market Performance - The Hang Seng Index rose by 0.20%, gaining 51 points to close at 25,742 points, while the Hang Seng Tech Index increased by 0.89% [1] - The Hong Kong stock market saw a trading volume of HKD 95.5 billion in the morning session [1] Group 2: Company Highlights - China Duty Free Group (01880) surged by 12% as duty-free shopping on the first day of Hainan's closure increased by 61% year-on-year [1] - Tianqi Lithium (09696) rose over 5% due to expectations of resumption of production following environmental assessment information disclosure [1] - Ganfeng Lithium (01772) increased by 4.84% [1] - Jiaxin International Resources (03858) climbed over 10%, reaching a new high, benefiting from a more than 220% increase in tungsten powder prices this year [1] - Gold stocks performed well, with Lingbao Gold (03330) rising by 6.8% and China Gold International (02099) increasing by 6.2% as spot gold reached a historical high [1] - Huizhu Technology (01729) surged over 13% due to breakthroughs in optical computing chip technology [1] - Zhongke Semiconductor (00981) rose over 7% as the National Integrated Circuit Investment Fund's third phase focuses on IC substrate [1] - Pony.ai-W (02026) increased by over 9%, achieving single-vehicle profitability in Guangzhou with two models of its seventh-generation vehicle in production [1] - Guoxia Technology (02655) surged over 16% as the company enters a new phase of global development, focusing on "AI+" energy storage core technology [2] - WanGuo Gold Group (03939) rose nearly 7% as its subsidiary Jinling Mining is expected to become a world-class gold mine [3] - Goldwind Technology (02208) increased nearly 5% as domestic wind turbine bidding prices recover, with institutions optimistic about the profitability of wind turbine manufacturers [4] Group 3: IPO Performance - Four new stocks listed all experienced declines, with Impression Dahongpao (02695) dropping by 25%, Mingji Hospital (02581) falling by 42%, and Huazhi Biotechnology-B (02396) decreasing by over 8% [4]

点击蓝字，关注我们 1 . 中原建业(09982)于2024年4月2日暂停买卖，时隔逾20个月复牌，今早一度飙升近64%，截至发 稿，涨41.82% 。消息面上，12月19日晚，中原建业发布公告称，已履行复牌指引，主要包括刊发所 有尚未刊发的财务业绩，并解决任何审计修订。 今日上午港股 2 . 机器人概念股今日普涨， 极智嘉-W(02590)涨5.81%，德昌电机控股(00179)涨4.96%，优必选 (09880)涨2.86%，三花智控(02050)涨2.36% 。消息面上，人形机器人行业近期催化频出。12月14日， 优必选与国际半导体巨头美国德州仪器达成战略合作，全年订单总金额突破13亿。 3 . 锂业股早盘继续走高， 天齐锂业(09696)涨5.31%，赣锋锂业(01772)涨4.84% 。 消息面上，12月22 日早，广期所碳酸锂主力合约再涨近5%，现报115300元/吨。据期货日报，江西省宜春招标网发布 《江西省宜丰县圳口里-奉新县枧下窝锂矿采矿项目环境影响评价第一次环评信息公示》，对宜春时 代新能源矿业有限公司的江西省宜丰县圳口里-奉新县枧下窝锂矿采矿项目进行第一次环评信息公 示。 4. 黄金股涨 ...

格隆汇12月22日｜国产"GPU四小龙"之一的壁仞科技(6082.HK)今起招股，港股市场芯片股集体走强。 其中，中芯国际涨近8%，华虹半导体涨超5%，英诺赛科、ASMPT涨超4%。 ...

Group 1 - The U.S. Federal Trade Commission (FTC) has approved a $5 billion collaboration agreement between AI chip giants Nvidia and Intel [1][3] - Nvidia will purchase Intel shares at $23.28 per share to jointly develop AI and chip technologies for next-generation personal computing products and data centers [3] - This partnership aims to integrate Nvidia's GPU technology with Intel's CPU technology, enhancing their competitive position against rivals like TSMC and AMD [3] Group 2 - The communication ETF (515880) has seen significant inflows, with over 1.2 billion yuan net inflow in the past five days, and has risen over 120% year-to-date, making it the top-performing ETF in the market [1][10] - The ETF has a total scale exceeding 13 billion yuan, with nearly 50% of its holdings in optical modules, and over 20% in servers, indicating a strong focus on AI-related infrastructure [10][11] - The demand for AI applications is leading to cost savings of 9% to 11% across various industries, although it may also result in job reductions for certain workers [4]

Group 1 - Chip stocks showed strength in early trading, with notable gains from companies such as SMIC (up 4.23% to HKD 67.75), Innoscience (up 3.31% to HKD 73.45), Hua Hong Semiconductor (up 3.25% to HKD 69.95), and ASMPT (up 2.82% to HKD 76.45) [1] - The recent industrial change at Anji Li Meiwai has attracted attention, as the original shareholder, Anji Electronics Industry Co., Ltd., has officially exited, while new shareholders including the National Integrated Circuit Industry Investment Fund (Phase III) and Guangzhou Industrial Investment Holding Group have joined [1] - The entry of the National Fund Phase III is seen as a recognition of the company's technological strength in the field of packaging substrates, which are critical carriers connecting chips to PCBs, characterized by high technical barriers and low domestic production rates [1] Group 2 - The National Fund Phase III is a national capital platform established for the semiconductor industry, following the first and second phases in 2014 and 2019, respectively, focusing on advanced manufacturing, high-end chip design, critical materials/equipment, and third-generation semiconductors [1] - The collaboration between the National Fund Phase III and local state-owned assets in investing in Anji Li Meiwai is expected to accelerate the construction of high-end substrate production capacity and technological iteration, filling domestic gaps in this area [1]

Group 1 - The core viewpoint of the news is that Longxin Semiconductor has seen a significant increase in its stock price, rising by 5.02% to 71.99 yuan per share, with a total market capitalization of 9.598 billion yuan [1] - Longxin Semiconductor, established on November 29, 2006, specializes in the research, design, and sales of high-definition video signal processing and high-speed signal transmission chips, with 94.23% of its revenue coming from video bridging and processing chips [1] - The company's stock has a trading volume of 76.797 million yuan and a turnover rate of 1.46% [1] Group 2 - According to data, Guangfa Fund holds a significant position in Longxin Semiconductor through its Guangfa Stable Mixed A fund, which ranks as the eighth largest holding, accounting for 0.01% of the fund's net value [2] - The Guangfa Stable Mixed A fund has a total scale of 57.1462 million yuan and has achieved a year-to-date return of 4.58%, ranking 6830 out of 8170 in its category [2] - The fund manager, Qiu Shilei, has been in position for 9 years and 331 days, with the best return during his tenure being 64.45% [2]