Group 1 - The company focuses on the research and development of edge AI SoC chips, emphasizing edge inference and computation [1] - The company relies on its self-developed NPU and an integrated approach of "perception + computation + connectivity" to meet the needs of various edge intelligent hardware terminals [1] - The company does not currently engage in GPU business [1]

空间计算芯片企业万有引力宣布，在2026 年 CES 展会上与生态合作伙伴联合发布一款基于 G-VX100 芯片的超轻 AI 眼镜整机原型机，以及 两款基于 G-X100 芯片的 MR 整机产品。 据悉，本次由万有引力合作伙伴发布的、搭载 G-VX100 芯片的 AI 眼镜整机原型机，整机重量将低于 40 克。G-VX100 作为一款面向 AI / AR 设备的专用芯片，主打"超小封装 + 超低功耗"设计：其最短单 边尺寸仅 4.2mm，不仅可有效降低镜腿宽度，还支持嵌入智能眼镜鼻梁等更为紧凑的结构位置。 在影像与算力能力方面，G-VX100 支持 4 路摄像头并发接入，可实现 1600 万像素拍照 与 4K@30fps 视 频录制，同时具备 260mW 超低功耗拍摄 与 200ms 超快抓拍 等特性，适用于超轻量 AI / AR 眼镜、随 身 AI 助手等可穿戴终端形态。 本届 CES 展会上，还将有 两款不同形态与设计风格的 MR 整机产品 搭载万有引力 G-X100 空间计算芯 片 正式亮相。作为一款全功能空间计算 MR 芯片，G-X100 以"低延迟 VST + 高清显示"为核心优势：其 全球领先的 ...

记者丨彭新 编辑丨张星 受益于AI服务器需求激增引发的存储芯片价格上涨，三星电子业绩表现强劲。1月8日，三星 发布的初步业绩显示， 2025年第四季度公司营业利润同比暴增208.2%至20万亿韩元（约合 138亿美元），远超市场预期的17.8万亿韩元 ；销售额同比增长22.7%至93万亿韩元，亦高于 预期的90.6万亿韩元。 2025年以来，受AI数据中心新需求拉动，存储市场开始启动罕见的全品类上涨行情，为存储 厂商带来利好。美光2025年12月17日发布的2026财年第一财季财报（截至11月27日）显示， 该季实现营收136.4亿美元，环比增长21%，同比增长57%，连续三个季度创造营收纪录；净 利润为54.8亿美元，同比增长169.1%。 在CES期间，主要芯片巨头均预测AI需求将持续大幅增长。英伟达日前发布了下一代GPU架 构Rubin，英伟达CEO黄仁勋表示，无论是训练还是推理，AI对计算的需求都在急剧攀升。 AMD CEO苏姿丰同期指出，伴随用户规模的爆炸式增长，全球算力基础设施的需求也呈现出 激增态势——算力规模从2022年的约1EFLOPS（10^18次浮点运算/秒），提升至2025年的超 过1 ...

证券日报网讯 1月8日，安孚科技在互动平台回答投资者提问时表示，目前象帝先的芯片产品已实现规 模化量产，生产和销售工作正有序推进。公司会积极在资金投入、企业管理等方面提供支持，助力象帝 先加速技术研发、拓展市场边界。 （编辑 楚丽君） ...

Core Insights - Three companies, Zhiyu, Tianshu Zhixin, and Jingfeng Medical-B, successfully listed on the Hong Kong Stock Exchange on January 8, 2026, with first-day gains of 13.17%, 8.44%, and 30.90% respectively [1][4]. Company Summaries - **Zhiyu**: As the world's first publicly listed company focused on a general artificial intelligence (AGI) foundational model, Zhiyu has gained significant attention from investors. The company, founded in 2019, has developed a 100 billion parameter model (GLM-130B) and supports over 8,000 institutional clients and approximately 80 million devices. It holds a 6.6% market share among independent general model developers in China, ranking first in the country and second globally based on projected 2024 revenue [5][6]. - **Tianshu Zhixin**: This company specializes in providing general GPU products and AI computing solutions across various industries. Its product lineup includes general GPU chips and customized AI computing solutions, with over 52,000 GPU products delivered to more than 290 clients across sectors such as finance, healthcare, and transportation. Tianshu Zhixin has achieved over 900 deployments and applications in critical fields, supporting industrial digital transformation [6][7]. - **Jingfeng Medical-B**: Established in 2017, Jingfeng Medical-B is a leading company in the surgical robotics sector. It is the first in China and the second globally to receive regulatory approval for multiple types of surgical robots. The company's core product, the Jingfeng multi-port laparoscopic surgical robot, received approval in December 2022 and has expanded its clinical applications. In 2024, it sold 20 units, ranking first among domestic surgical robot manufacturers [7][8]. Market Reception - All three companies experienced strong demand during their public offerings, with Zhiyu and Jingfeng Medical-B achieving over 1,000 times oversubscription in the public offering phase, while Tianshu Zhixin had an oversubscription of 414.24 times [8][9]. - The strong performance of these IPOs has contributed to a positive sentiment in the Hong Kong IPO market, with expectations that upcoming listings may also perform well [4][11]. Institutional Interest - The three companies attracted significant interest from institutional investors, with Zhiyu securing a diverse base of cornerstone investors, including major public funds and private equity firms, totaling HKD 2.98 billion in subscriptions [9][10]. - Tianshu Zhixin and Jingfeng Medical-B also have backing from prominent institutions such as UBS and the Abu Dhabi Investment Authority, indicating strong confidence in their business models and growth potential [10]. Upcoming Listings - The Hong Kong market is witnessing a surge in new listings, with additional companies set to debut shortly after the successful IPOs of Zhiyu, Tianshu Zhixin, and Jingfeng Medical-B [11][12].

个人观点仅供参考，文章中任何内容均不对您构成任何投资建议，据此操作，风险自担。 股市有风险，投资需谨慎。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 板块方面商业航天全天24家涨停，正如昨晚所说，一个是高位核心辨识度的高抛低吸，另一个是低位补 涨挖掘，接下来还是这样，直到这个方向出现亏钱效应再说，今天是不是一一应验，接下来还是如此即 可。除了商业航天之外，剩下的基本上都是轮动，从脑机到智驾再到机器人和芯片，甚至包括今天的核 电，基本上都演绎了一波流，虽然分歧过后也有回流，那也是沾了行情好的光，一旦行情不好这些方向 兑现力度会更大，当然反过来只要行情好，很多有过表现的题材都会有回流机会，对于喜欢抄底的朋友 而言倒是一种选择。 来自深圳市新兰德证券投资咨询有限公司【马爱华】【执业编号：A0780623080001】 昨天是狼来了第一次，今天是狼来了第二次，你觉得还有几次？但不得不说大盘是真有韧性，最终还是 收出了一根低开高走的假阳线，从而构成了继续创造历史的15连阳，很多人现在都变得恐高，其实真没 必要，咱们说过很多次了，第一次调整大概率还是倒车接人的机会，所以只需做好两手准备即可，首先 就是手里还是要 ...

Market Overview - The U.S. job openings fell to the lowest level in over a year, indicating a cooling labor market[11] - The ADP report showed moderate growth in private sector employment for December, with labor demand remaining weak[11] - The S&P 500 index's expected price-to-earnings ratio is currently around 22 times, down from 23 times in November but still above the five-year average of 19 times[12] U.S. Stock Market Performance - On Wednesday, the S&P 500 index closed down, primarily due to weakness in financial stocks like JPMorgan and Blackstone[2] - The Nasdaq index saw a slight increase, driven by gains in Nvidia and Alphabet[2] - Major tech stocks mostly rose, with Google A up 2.43% and Microsoft up 1.04%, while Tesla and Apple saw declines of 0.36% and 0.77%, respectively[11] Hong Kong Stock Market Performance - The Hang Seng Index closed at 26,459, down 0.94% for the day, but up 3.23% year-to-date[3] - Technology stocks faced significant declines, with Alibaba down over 3% and Kuaishou down over 2%[9] - The automotive sector also struggled, with NIO dropping over 3% and several other manufacturers down more than 2% due to tightening subsidies and a forecasted 7% decline in China's auto market sales for 2026[9] Sector-Specific Insights - Oil stocks collectively fell, with Kunlun Energy and CNOOC down over 3% amid concerns over increased supply from Venezuela[9] - Pharmaceutical stocks performed well, particularly CRO and CDMO-related companies, with notable gains for clients like Kelaiying and Tigermed, rising 8.92% and 8.88% respectively[9] - The paper industry saw gains, with Nine Dragons Paper up 8.97% due to supply cuts and price increases announced by major companies[9]

刚获得特朗普政府历史性投资的英特尔，制定了一项彻底重塑公司战略的计划。 这项计划与人工智能密切相关。 曾是芯片行业霸主的英特尔，过去十年却难以跟上竞争对手的步伐，在移动和人工智能等关键领域接连 向高通和英伟达拱手让出市场份额。尽管英特尔仍是笔记本电脑和台式机芯片的头号制造商，但其面临 的竞争压力正不断加大。 去年3月接任首席执行官的陈立武，为公司制定了全新的转型计划，而这一计划的部分落地，有赖于英 特尔新近发布的酷睿Ultra3系列芯片。今年，几乎所有主流新款笔记本电脑都将搭载这款芯片。 但英特尔深知，要在人工智能领域迎头赶上甚至抢占先机，仅凭笔记本电脑端的芯片布局远远不够。英 特尔客户端计算事业部主管Jim Johnson本周在拉斯维加斯举办的国际消费电子展接受采访时表示，正因 如此，公司新款芯片还将赋能机器人等设备，而机器人领域将成为人工智能下一个重要的增长赛道。 "个人电脑与云端之间的智能设备种类几乎是无限的。"Johnson在英特尔发布新款芯片后随即表示。 英特尔仍是全球市占率遥遥领先的个人电脑芯片制造商。国际数据公司的数据显示，2024年英特尔的市 场份额超过71%（该机构尚未发布2025年全年数据 ...

业绩太炸裂！ 今日（1月8日），全球芯片巨头三星电子最新披露的业绩显示，2025年第四季度的营业利润高达20万亿韩元 （约合人民币965亿元），同比大幅飙涨208%，高于市场预期。分析指出，这一业绩主要受益于AI热潮下的存 储芯片涨价潮。 另外，台积电也传来利好催化。据最新消息，台积电3nm制程持续供不应求，有业内人士透露，台积电今年除 调高3nm报价外，已暂时停止3nm新案启动。摩根大通、野村证券均在最新发布的报告中，大幅上调了台积电 的目标价。 四季度营利飙涨2 0 8% 1月8日，三星电子发布了2025年第四季度初步业绩，其中显示，公司2025年第四季度的营业利润高达20万亿韩 元，较上年同期大幅增长208%，高于LSEG SmartEstimate预计的18万亿韩元。这将是三星有史以来最高的季度 营业利润。 初步业绩报告显示，三星电子第四季度销售额同比增长23%，至93万亿韩元。这是三星单季销售额连续两个季 度突破80万亿韩元，2025年第三季度的销售额为86万亿韩元。 有分析指出，三星电子炸裂的业绩背后是，供应紧张和AI驱动的需求激增推高了传统存储芯片的价格。 里昂证券韩国区研究主管Sanjeev ...

证券日报网讯1月8日，南芯科技在互动平台回答投资者提问时表示，公司推出的芯片产品，目前尚未用 于商业航天领域。 ...