Nasdaq: IPWR Global Leader in Ultra-Low Loss Bidirectional Power Semiconductors Investor Presentation February 2026 Safe Harbor All statements in this presentation that are not based on historical fact are "forward looking statements." While management has based any forward-looking statements included in this presentation on its current expectations, the information on which such expectations were based may change. These forward-looking statements rely on a number of assumptions concerning future events and ...

郭晨凯 制图 ◎记者 李兴彩 春节期间，算力产业链新闻不断。OpenAI"大幅下调"算力投资，引发广泛关注和讨论；Meta与英伟达 达成一项价值数十亿美元的芯片采购协议；Taalas芯片的异军突起引人瞩目…… 不过，在AI应用加速落地的背景下，产业链公司对算力结构、AI大模型乃至于商业模式的需求，都将 发生变化，AI推理算力、国产AI芯片的投资机遇值得重点关注。 算力领域新闻多 产业链景气持续 2月21日，OpenAI宣布，将2030年前的AI基础设施支出目标由1.4万亿美元下调至6000亿美元，引发广 泛关注。知情人士表示，该6000亿美元为纯算力专项支出，聚焦芯片采购与租赁。与此同时，OpenAI 仍在推进超千亿美元的融资，其中90%资金将来自英伟达、软银、亚马逊等战略投资者。 OpenAI CEO山姆·奥特曼于2025年11月演讲中提出，2030年前在AI基础设施上投入约1.4万亿美元，用于 构建全球领先的算力体系，这一广义远景涵盖芯片、电力、土地、数据中心建设等全产业链投入。 对于OpenAI"大幅下调"投资预算，业界给出整体上较为正面的评价。该事件短期情绪上可能利空英伟 达产业链，但长期来看，这意味 ...

Key Takeaways Nikkei 225 tops 59,000 as BOJ dovish shift and tech rally fuel Japan stocks. EWJ has gained 14.5% YTD, offering exposure to 181 large and mid-cap Japanese firms.FLJP tracks 487 Japanese stocks and is up 14.9% YTD with a 9 bps expense ratio. The Japanese equity market is capturing global headlines as the Nikkei 225 surged to a historic milestone, crossing a record high of 59,000 for the first time on Feb. 25, 2026. This milestone underscores how renewed optimism surrounding Japan’s economy and ...

农历马年，一则消息再次点燃存储行业。在2月20日举行的虚拟投资者会议上，SK海力士向高盛透露了 存储市场的最新动态。SK海力士透露目前DRAM（动态随机存取存储器）及NAND（基于Flash存储技 术的非易失性闪存芯片）库存仅剩约4周，且没有任何客户能完全满足需求。 "卖方市场"背后涌动哪些动因？ SK海力士将核心原因归结为两点：一是AI大模型、高效能运算对存储器的真实需求持续井喷，远超产 业预期；二是存储器晶片制造依赖的无尘室空间扩张缓慢，产能爬坡受限，形成供不应求的局面。 英伟达2月26日发布的财报成为这股AI热潮的最佳注脚。该公司2025财年收入较上一财年增长114%，达 到1305亿美元。其中，AI热潮推动数据中心全年收入增长142%。 英伟达创始人兼首席执行官黄仁勋表示，AI正在以惊人的速度发展，代理式AI和物理AI为下一波AI铺 平道路，将彻底变革规模庞大的行业。 终端市场明显承压 随着2026年高频宽存储器产能售罄，标准型DRAM的极度短缺正显著提升供应商议价权。在AI需求爆 发与供应瓶颈的共振下，存储芯片正全面进入"卖方市场"。2026年一季度，各类存储产品价格环比急剧 上涨，预计存储紧缺趋势 ...

An index of global equity markets eased ‌after hitting a fresh record high on Thursday as concerns about lofty valuations of leading technology companies weighed on markets after artificial intelligence chipmaker Nvidia reported strong quarterly results.Shares on Wall Street and ‌in Europe ‌traded ⁠down as investors digested another blowout quarter from Nvidia, ​the world’s most valuable company, but worried about its market value even as it forecast that first-quarter revenue would come in at a whopping $7 ...

It has been about a month since the last earnings report for Qorvo (QRVO) . Shares have added about 6.7% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Qorvo due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Qorvo, Inc. before we dive into how investors and analysts have reacted as of late. ...

Options traders are suddenly betting against the very stocks that have been powering the market higher. Hedging activity across the Nasdaq has surged to levels not seen since the last bear market bottom, signaling a sharp shift in sentiment around key leaders like Nvidia Corp(NASDAQ:NVDA) , Microsoft Corp (NASDAQ:MSFT) , and Apple Inc(NASDAQ:AAPL) .Extreme Hedging Hits Nasdaq LeadersThe Nasdaq-100's put-to-call ratio has climbed to 1.2, its highest level since the 2022 bear-market low, noted The Kobeissi Le ...

Although Ben, I mean, the way you set it up in terms of this undisprovable idea that the hyperscalers may have to throttle back on spending, it it kind of counters the idea that Nvidia was shelter from the troubles of the hyperscalers or the burdens on them or the worse earnings uh you know kind of quality of those companies because Nvidia down the road is going to be subject to whatever vulnerabilities show up in those business models. Well, well, you know, potentially. I mean, the the thing about Nvidia t ...

Core Viewpoint - Nvidia exceeded earnings expectations with sales growth of over 70% and provided positive guidance, yet the stock price fell by more than 3% following the announcement, indicating potential investor skepticism about the sustainability of such strong performance [1][5]. Nvidia Performance - Nvidia reported significantly better-than-expected quarterly results and guidance, but the market reaction was muted, possibly due to the stock's prior run-up before the earnings report [3][5]. - The company is viewed not just as a chip manufacturer but as an infrastructure platform essential for the growing demand for AI workloads, which is expected to increase over the next decade [7][8]. Competitive Landscape - Nvidia maintains a lead in the chip market, but AMD is seen as a strong competitor, especially following its partnership with Meta, which could enhance AMD's market position in the coming years [9][10]. - AMD is perceived to have significant upside potential as it begins to penetrate the large-scale solutions market, potentially taking market share from Nvidia [11]. Salesforce Insights - Salesforce is regarded as a strong buy despite a slight revenue guidance miss, with expectations for growth driven by its agent force platform and AI capabilities [16][17]. - The stock is trading at a low valuation of approximately 13-14 times next year's earnings, suggesting potential for a rerating if growth accelerates [17]. General Tech Market Observations - The overall health of the tech sector is not as dire as it appears, with mid-cap and small-cap tech stocks showing double-digit gains this year, indicating resilience in certain segments [22][23]. - The current market environment presents uncertainties, particularly in the software sector, but also creates opportunities for investors to identify potential winners amidst the disruption caused by AI advancements [20].

Core Viewpoint - The stock market showed positive movement with Dow Jones futures rising 0.2% and S&P 500 futures gaining 0.1% following lower-than-expected weekly jobless claims from the Labor Department, while Nvidia experienced significant gains after strong earnings reports [1]. Group 1: Stock Market Performance - Dow Jones futures increased by 0.2% and S&P 500 futures rose by 0.1% [1] - Nasdaq-100 index futures also moved up slightly ahead of the market opening [1] Group 2: Nvidia's Performance - Nvidia was highlighted as an early winner in the stock market due to its strong earnings [1] - Nvidia's future revenue potential from robotaxis is projected to reach "hundreds of billions" as fleets from companies like Tesla and Waymo proliferate [1] - Nvidia's earnings report exceeded Wall Street targets, contributing to a rise in its stock price [1]