证券日报网1月8日讯，安凯微在接受调研者提问时表示，公司目前蓝牙芯片可以用于AI耳机、AI眼 镜、音箱、智能穿戴类(如智能头盔、智能手表/手环等)、智能玩具等。 ...

证券日报网1月8日讯，安凯微在接受调研者提问时表示，公司经过多年自主创新形成了多项核心IP，主 要分布在机器学习、SOC、ISP、音视频图像图形、短距离通讯等领域；形成了一套切实可行的研发及 量产流程；拥有一支专业覆盖面广的研发团队；芯片某些关键指标(如低功耗、图像信号处理等)业界竞 争处于优势地位，验证了团队、流程和技术的可行性和竞争力。与此同时，公司拥有数百项境内外知识 产权(包括专利、软著、集成电路布图设计等等)，也能对公司的技术起到较为有效的保护作用。随着端 侧、边缘侧智能化需求兴起和普及、具身智能的发展，像公司这类平台型的企业能更迅速响应客户对功 能高集成、低功耗等需求，快速利用自身技术积累推出性能指标有竞争力的芯片产品，以抓住新品类发 展的机会。 ...

证券日报网1月8日讯，安凯微在接受调研者提问时表示，思澈专注于AIoT领域高性能SoC芯片的研发与 销售，以智能穿戴设备为核心场景，提供集成蓝牙通信、图形引擎的超低功耗异构物联网平台芯片解决 方案，并逐步拓展至智能家居、工业仪器等多元应用。其技术水平较高，与细分市场同类产品对比，在 射频、功耗等核心指标方面有领先优势。目前思澈的产品被小米、荣耀亲选、Keep、OnePlus、 Pebble、小寻等国内外知名品牌厂商采用。近期基于思澈芯片的PebbleRound2智能手表正式发布。 ...

近期，脑机接口概念股股价飙涨，创新医疗（002173）、南京熊猫等个股已斩获四连板。概念股大涨之际，亚辉龙、英集 芯这两家主营业务分别为体外诊断、芯片的企业，双双透露公司在脑机接口领域的布局。1月7日深夜，由于信息披露不完 整、不准确，上交所火速出手，对上述两股及相关责任人予以监管警示。 据了解，1月7日，亚辉龙发布公告称，公司于近日与深圳脑机星链科技有限公司（以下简称"脑机星链"）签署了《战略合 作框架协议》，双方将在产品研发、市场推广以及股权投资等方面开展合作。 上述情况遭到了上交所的关注，在监管督促下，亚辉龙、英集芯均进行了补充披露，其中亚辉龙表示，脑机星链目前在研 产品的技术路线为非侵入式技术路径，尚无侵入式技术布局，且脑电采集分析仪等产品尚未进入注册申报阶段，有的产品 尚处于早期研发阶段或临床前阶段。英集芯则称，公司的IPA1299芯片产品为与参股公司精芯唯尔（常州）电子科技有限 公司共同推出，该产品尚处于市场培育期，尚未实现规模化销售，暂未对公司业绩产生重大影响，未来销售情况存在不确 定性，其应用于非侵入式脑机接口领域，与当前国际上的侵入式脑机接口存在显著技术路径差异。 对此，上交所表示，当前市场 ...

每日大市点评 昨日恒生指数与国企股指数分别下跌 0.9%与 1.1%，周二上涨的券商股昨日普遍回落。特朗普称委内瑞拉将向美国交付 3,000-5,000 万桶石油，市场忧虑原油价格，石油股下跌。此外，由于市场再次担忧今年汽车销量增加下滑以及价格战重 临，整车制造板块走势相对弱势。尽管如此，医药股与部分芯片股造好。全球最大内存制造商韩国三星电子（005930 KS） 示警，指出内存芯片供应短缺将波及半导体供应，推升整个电子产业的价格，媒体报道三星与海力士（000660 KS）已向 服务器、PC 及智能手机用 DRAM 客户提出涨价，今年一季度报价将较去年第四季度上涨 60%-70%，市场观点也预测芯片 价格会继续上涨，华虹半导体（1347 HK）与 ASMPT（522 HK）上涨。国家药监局发布进一步优化临床急需境外已上市药 品在境内上市的审评审批的公告，医药股普遍造好。 美国股市昨日三大指数表现不一。道指先涨后跌，最终下跌 0.9%，纳指上涨 0.2%，但标普下跌 0.3%。媒体报道委内瑞 拉将无限向美国供应石油销售将无限期持续，同时美国对委内瑞拉的制裁将会减少。美国总统特朗普表示，委内瑞拉将 移交 3,00 ...

此外，据智通财经报道，工信部等八部门印发《"人工智能+制造"专项行动实施意见》，重点布局国产 AI产业链的科创人工智能ETF华宝（589520）、与国产算力相关的大数据ETF华宝（516700）以及信创 ETF基金（562030）场内纷纷涨超1%。 | 序号 代码 | | 类型 名称 | 现价 | 涨跌幅 ▼ | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 159231 | 主 通用航空ETF华宝 | 0.726 c | 4.46% | 1997.19万 | | 2 | 512810 | 主 军工ETF华宝 | 0.870 c | 4.19% | 8830.05万 | | 3 | 159707 | 行 地产ETF | 0.635 c | 1.76% | 4479.66万 | | 4 | 516700 | 主 大数据ETF华宝 | 1.045 c | 1.46% | 646.58万 | | ટ | 562030 | 主 信创ETF基金 | 0.557 c | 1.46% | 466.85万 | | 6 | 589520 | 主 科创人工智能ETF华宝 | ...

Core Viewpoint - Samsung Electronics has achieved a significant milestone with its operating profit surpassing 20 trillion KRW (approximately 13.8 billion USD) for the first time in a single quarter, driven by a surge in demand for AI servers and rising storage chip prices [1][2]. Group 1: Financial Performance - Samsung's preliminary performance for Q4 2025 shows a year-on-year operating profit increase of 208.2% to 20 trillion KRW, exceeding market expectations of 17.8 trillion KRW [1]. - Sales revenue rose by 22.7% year-on-year to 93 trillion KRW, also surpassing the anticipated 90.6 trillion KRW [1]. - The company's stock price has increased by over 128% in the past six months due to favorable demand for storage chips [1]. Group 2: Market Position and Demand - Samsung is the world's largest manufacturer of storage chips, holding a dominant position in both DRAM and NAND flash markets, with a 32.6% share in DRAM and a 32.3% share in NAND as of Q3 2025 [2]. - The storage market has entered a rare uptrend across all categories, driven by new AI data center demands, benefiting storage manufacturers [2]. - Major chip companies predict sustained growth in AI demand, with Nvidia and AMD highlighting the increasing need for computational power [2]. Group 3: Competitive Landscape - Samsung's ability to maintain its market share in storage chips, particularly in the high bandwidth memory (HBM) sector, is crucial for its continued performance [3]. - Historically, Samsung has lagged behind competitors like SK Hynix and Micron in the HBM sector, but recent developments have renewed market confidence in Samsung's potential to catch up [3][4]. - Samsung is expected to be the first supplier to validate HBM4 technology, which could provide a competitive edge in supplying Nvidia's upcoming GPU architecture [4]. Group 4: Supply Chain and Pricing Trends - The shift in production capacity towards high-value AI data center chips has led to a shortage in traditional consumer electronics markets, causing significant price increases for DRAM and NAND flash [6][7]. - Global demand for storage chips is projected to remain high, with expectations of continued price increases in 2026 due to supply constraints [6]. - The latest generation DDR5 memory prices are forecasted to rise by 40% in Q1 and an additional 20% in Q2 of 2026 [6].

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【天数智芯未来三代 GPGPU 路线图 1 月 26 日揭晓】 从国产 GPU 公司天数智芯获悉，公司将于 1 月 26 日重磅发布未来三代产品路线图，内容涵 盖创新 GPGPU 架构设计、高质量算力基础设施建设，以及面向互联网领域的云端 AI 训练推 理产品等核心方向。业界预测， 2026 至 2028 年，该路线图所涉产品将与英伟达 H200 、 B200 展开正面角逐。 【智谱预计全球 AI 公司将陷入价格战】 智谱预计，美国 AI 巨头也将陷入牺牲利润的价格战之中。智谱联合创始人兼董事长刘德兵表 示："当市场在充分竞争中走向成熟，更多人会理解这些模型的能力、性能和定价，市场将达 到一种均衡状态。"以智谱为例，其 AI 编程助手最低月费仅 20 元人民币，约为 Anthropic 的 Claude 价格的七分之一。 【 Arm 成立物理 AI 部门，发力机器人市场】 美 ...

Core Viewpoint - NVIDIA's CEO Jensen Huang emphasized the ongoing necessity of HBM (High Bandwidth Memory) despite the advantages of SRAM (Static Random Access Memory) and other cost-saving solutions for AI workloads, indicating that each memory type has its own strengths and limitations [1][2]. Group 1: Memory Technology Insights - Huang noted that while SRAM can significantly enhance efficiency for certain workloads, its capacity limitations may hinder its effectiveness in large-scale AI production environments compared to HBM, which offers better bandwidth and density [1][2]. - The transition of workload pressures among different memory types and interconnects is dynamic, with varying demands based on the architecture of AI models, such as mixed expert models and multi-modal models [2]. Group 2: Market Dynamics and Cost Considerations - Despite customer complaints regarding the costs of HBM and GPUs, Huang believes there is no inherent conflict between these costs and the demand for advanced memory solutions, suggesting that the market for NVIDIA's products remains robust [3].

Core Viewpoint - Scarcity is defined as the limitation in obtaining resources needed by people, with a focus on time as a crucial factor in both enhancing and destroying scarcity [2][4]. Group 1: Definition of Scarcity - Scarcity in investment refers to a situation where demand for a product remains stable or grows while supply cannot keep pace, often due to a lack of adequate substitutes [2][3][4]. - The definition emphasizes limited supply and the absence of sufficient substitutes [2]. Group 2: Types of Scarcity - Geographic scarcity occurs when a product is unique to a specific location, making it irreplaceable, such as Moutai liquor, which can only be produced in Maotai Town, Guizhou [4]. - Technological scarcity is characterized by monopolistic advantages, as seen with companies like NVIDIA, which have maintained a strong market position through innovation [5][6]. - Non-renewable scarcity refers to resources that are inherently limited and diminish with use, such as indium, which has a very low natural reserve [11]. Group 3: Impact of Time on Scarcity - Scarcity is not constant and can be altered by supply factors; for example, cocoa has seen increasing scarcity due to rising demand and limited production areas [13][14]. - The cocoa market is particularly sensitive to environmental conditions, which can drastically affect supply and prices [14][15]. Group 4: Market Dynamics and Investment Implications - The investment value of certain products can fluctuate significantly over time, influenced by market conditions and consumer behavior [4][17]. - Companies must adapt to changing market dynamics, especially during periods of consumer downgrading, to maintain their competitive edge [17].