该公司在声明中表示，第四财季营收预计约为14.7亿美元。尽管这高于分析师平均预期的14亿 美元，但部分预测曾高达15亿美元以上。剔除特定项目后，预计每股收益为58美分，高于此前 56美分的预估。 在截至12月31日的第三财季，Arm营收同比增长26%至12.4亿美元，每股收益为43美分，两项 数据均略高于市场平均预期。 芯片设计巨头Arm Holdings Plc(ARM.US)周三发布业绩展望后股价大幅下挫，其营收预测未能满足 近期对人工智能相关企业愈发持怀疑态度的投资者的期望。 Arm主要通过两种方式获得收入：一是向客户授权使用其芯片设计和标准，二是按搭载其技术的 芯片出货量收取专利费。 一个可能的担忧来自授权收入，这被视为客户未来使用Arm产品意愿的风向标。该季度授权收入 为5.05亿美元，低于分析师平均预估的5.2亿美元。 同期专利费收入达7.37亿美元，超出平均预期。Arm表示，与数据中心相关产品的授权收入较去 年同期增长了一倍。 Arm首席执行官Rene Haas在接受采访时表示，市场需求，尤其是数据中心市场的需求已超出预 期。但他对提供公司预期增长幅度的"模糊"长期目标持谨慎态度，更倾向于保持保 ...

Group 1 - The Federal Reserve is expected to maintain interest rates unchanged in March with a probability of 90.1%, while the probability of a 25 basis point cut is only 9.9% [1][9] - By April, the probability of keeping rates unchanged is projected at 75.1%, with a cumulative 25 basis point cut probability rising to 23.2% [1][9] Group 2 - Gold prices have retreated from the $5000 per ounce mark due to a lack of new catalysts, leading traders to take profits [2][10] - Despite geopolitical tensions providing some support, a stronger dollar and previous rapid gains have triggered a technical adjustment in gold prices [2][10] - Analysts expect gold prices to remain in a range-bound fluctuation in the short term, with long-term prospects still viewed positively by several institutions [2][10] Group 3 - The U.S. stock market experienced volatility, with significant declines in tech stocks, particularly AMD, which fell 13% due to disappointing Q1 guidance [3][11] - Chinese concept stocks also saw declines, with NetEase and Bilibili dropping over 6%, and the Nasdaq Golden Dragon China Index falling more than 3% [3][11] - The cryptocurrency market faced pressure, with Bitcoin dropping below $75,000 amid broader market concerns [3][11] Group 4 - The People's Bank of China has outlined that in 2026, credit resources will focus on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance [4][12] - The meeting emphasized the need for structural monetary policy tools and collaboration with fiscal policy to support domestic demand, technological innovation, and small and micro enterprises [4][12] Group 5 - In the A-share market, 1,442 companies are expected to report losses for 2025, with over 40% of companies in Hainan, Jilin, and Qinghai projected to incur losses [5][13] - The real estate sector is identified as a major area of loss, with Vanke A expected to report a loss of approximately 82 billion yuan, and five of the top ten largest losses coming from this sector [5][13] - Other sectors such as IT services, semiconductors, and chemical pharmaceuticals also show a high number of companies forecasting losses, indicating significant operational pressures [5][13] Group 6 - Elon Musk has become the first person in history to reach a net worth of $800 billion, following a merger between SpaceX and xAI that increased his wealth by $84 billion [6][14] - This milestone marks the fourth significant wealth achievement for Musk in just four months, having previously surpassed the $500 billion, $600 billion, and $700 billion thresholds [6][14] Group 7 - Musk's team has conducted secret research on Chinese companies in the photovoltaic sector, including TCL Zhonghuan and JinkoSolar, leading to speculation about contracts with major equipment manufacturers [7][15] - This initiative has sparked a surge in A-share photovoltaic and space photovoltaic concept stocks, with multiple stocks hitting the daily limit [7][15] - The merger aims to advance space photovoltaic and computational capabilities, planning to launch a million solar satellites to create an "orbital data center" for AI development [7][15]

Core Insights - Post-quantum cryptography (PQC) is becoming a significant investment opportunity by 2026 due to government mandates for its adoption, creating immediate revenue prospects for vendors [2][4][5] Industry Overview - The global PQC market is projected to grow from $0.42 billion in 2025 to $2.84 billion by 2030, reflecting a compound annual growth rate (CAGR) of 46%, driven by sectors such as government, telecom, finance, and critical infrastructure [5] - The adoption of PQC has accelerated following the U.S. National Institute of Standards and Technology (NIST) finalizing its first PQC standards, which provide practical tools for data protection against quantum-based cyber risks [4] Company Analysis Lattice Semiconductor (LSCC) - LSCC is positioned as a key beneficiary of PQC adoption, having launched the first secure control FPGA family compliant with NIST standards, targeting various markets including government and automotive [8] - The Zacks Consensus Estimate for LSCC's 2026 earnings is $1.47, indicating a 40% improvement from 2025, with a revenue estimate of $631 million suggesting 21.1% growth [9] Microchip Technology (MCHP) - MCHP is strategically aligned for the post-quantum transition with its crypto-agile MCUs and FPGAs, focusing on long-lifecycle customers in government and industrial sectors [10] - The Zacks Consensus Estimate for MCHP's fiscal 2027 earnings is $2.54 per share, projecting a 67.5% improvement from fiscal 2026, with a revenue estimate of $5.48 billion indicating 19% growth [12] STMicroelectronics (STM) - STM emphasizes a roadmap-driven approach to PQC, offering crypto-agile hardware and software libraries that support NIST standards, focusing on smooth migration rather than immediate monetization [13] - The Zacks Consensus Estimate for STM's 2026 earnings is $1.05 per share, projecting a 98.1% improvement from 2025, with a revenue estimate of $13.15 billion suggesting 11.5% growth [14]

Group 1: Market Overview - The market is experiencing "manic rotations," with 70 stocks in the S&P 100 trading upwards while the index itself is down, indicating a disconnect between stock performance and overall market trends [3][5]. - There is a notable shift away from technology stocks, with fund managers seeking alternative investments like Caterpillar and Exxon Mobile due to stagnation in tech stocks like Nvidia and Microsoft [5][6]. Group 2: Caterpillar Analysis - Caterpillar has seen an 18% year-to-date increase, but is considered overbought and overhyped, leading to a bearish outlook [5][6]. - A bearish trade is being set up with a $10 wide out-of-the-money put spread, targeting a pullback as the current market rotation is expected to cease [7][8][9]. - Technical indicators suggest that a modest pullback could occur, with potential support levels identified around 660 and 627 [10][11]. Group 3: TLT (Treasury Bonds) Analysis - There is a lack of interest in treasury bonds, with investors favoring metals instead, indicating a bearish sentiment towards TLT [17][19]. - A synthetic stock replacement strategy is being employed by purchasing a deep in-the-money put to simulate a short position, with a focus on maintaining a bearish trend [18][19]. - Technical analysis shows that moving averages are diverging downwards, suggesting a continued bearish trend for TLT [22][23]. Group 4: Exxon Mobile Analysis - Exxon Mobile has experienced a 19% year-to-date increase, characterized as a "mother of all rotation plays," with significant capital flowing into the stock [25][26]. - A bearish position is being established through a put spread, with a risk defined at $260, as the stock is perceived to be on borrowed time after its explosive growth [29][30]. - Technical indicators show that while the stock has reached new highs, there are signs of bearish divergence in momentum, suggesting potential for a pullback [36][37].

Group 1 - Credo Technology Group Holding Ltd (CRDO) shares have experienced a downtrend in recent weeks and months, reflecting a volatile sentiment in the broader AI sector [1] - The company's stock has seen significant declines, indicating potential challenges within the AI industry [1] Group 2 - The article does not provide specific financial metrics or performance data related to Credo Technology Group or the AI sector [2]

Taiwan Semiconductor (NYSE:TSM ) is the backbone of the entire semiconductor sector, but it has only started trading like it in recent years. ...

香 港 聯 合 交 易 所 有 限 公 司 及 證 券 及 期 貨 事 務 監 察 委 員 會 對 本 公 告 的 內 容 概 不 負 責，對其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或 任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Hefei Kuxin Microelectronics Co., Ltd. * 合 肥 酷 芯 微 電 子 股 份 有 限 公 司 （ 於中華人民共和國註冊成立的股份有限公司 ） 警告 本公告乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會 （「證監會」）的要求而刊發，僅用作向香港公眾人士提供資料。閣下閱覽本公告， 即表示閣下知悉、接納並向合肥酷芯微電子股份有限公司（「本公司」）、其獨家保 薦人、整體協調人、顧問或包銷銀團成員表示同意： – 1 – (a) 在聯交所網站登載本公告，並不引致本公司、其獨家保薦人、整體協調人、 顧問或包銷銀團成員在香港或任何其他司法管轄區必須進行發售或配售的責 任。本公司最終會否進行發售或配售仍屬未知之數； (b) 本公告所涉及的上市申請尚未獲批准，聯交所及證監會或會接納、發回或拒 絕有關 ...

长光华芯对此表示，该文章虚构新闻"华为对公司进行45亿战略注资"，内容毫无任何事实依据，属于虚假信息。目 前，该不实文章误导了国内外合作伙伴，对公司海外业务布局、市场拓展造成了负面影响，公司对此表示强烈谴责。 公司所有重大合作及资本运作均会通过官方渠道及时、准确披露，请以公司官方发布信息为准。 长光华芯表示，目前，公司已委托专业律师收集并固定相关证据，保留追究报道媒体及相关责任人全部法律责任的权 利，坚决维护公司的合法权益不受侵害。 记者丨 毕凤至 编辑丨黎雨桐 2月4日，《21辟谣》注意到，有投资者在互动平台提问长光华芯：网络平台流传"华为45亿战略注资长光华芯"相关文 章，请问该报道内容是否属实？ 长光华芯成立于2012年，2022年4月在科创板上市。 长光华芯1月28日披露的业绩预告显示，预计2025年度实现营业收入4.69亿元，同比增长71.84%；净利润约1877.51万 元，与上年同期相比扭亏为盈。报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进 一步拓展了下游应用市场，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 据中国基金报，长光华芯招股书显示，华为旗下投 ...

SiTime to Acquire Renesas' Timing Business Accelerates Path to $1 Billion of Revenue as a Premier Pure-Play Precision Timing Company Forward Looking Statements This presentation and our discussion today regarding SiTime Corporation (the "Company") may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements, including statements regarding the benefits of the transaction, the anticipated timing of the closing of the transaction, statements re ...

Core Insights - ABM has completed the acquisition of WGNSTAR, enhancing its technical capabilities in the semiconductor and high-technology sectors [1][2] Company Overview - ABM is a leading provider of integrated facility, engineering, and infrastructure solutions, with over 100,000 employees and annual revenues exceeding $8 billion [3] - The company serves various sectors, including commercial real estate, aviation, mission critical, and manufacturing and distribution [3] Acquisition Details - The acquisition of WGNSTAR is expected to expand ABM's technical services portfolio, particularly in cleanroom operations and production tool management [2] - WGNSTAR's expertise and culture are seen as a strong fit for ABM's growth strategy [2]