财报发布后，高盛重申对英伟达的"买入"评级并看涨至250美元。受超大规模云厂商资本支出增加、AI 初创企业融资落地及新架构技术领先三大催化剂驱动，英伟达跑赢大盘路径清晰。 分析指出，英伟达第四财季总营收与数据中心营收双双超预期并创新高，毛利率随着新一代架构 Blackwell芯片的生产爬坡继续改善，且在未计入部分中国市场收入的情况下对2027财年第一财季的指 引更强劲，强化了AI算力需求韧性的叙事，有助于缓解市场对AI投资泡沫的担忧。 周四，英伟达(NVDA.US)盘前涨近1%，报197.41美元。消息面上，英伟达再一次公布了堪称"炸裂"的 业绩。财报显示，在截至1月25日的2026财年第四财季，英伟达营收同比增长73%，至创纪录新高的681 亿美元，好于分析师普遍预测的659亿美元。按业务划分，数据中心业务(负责其行业领先的AI加速器和 网络产品)第四财季营收同比增长75%至623亿美元，同样创纪录新高，好于分析师普遍预测的604亿美 元。盈利方面，在Non-GAAP会计准则下，营业利润同比增长81%至461亿美元，净利润同比增长79%至 396亿美元。调整后的每股收益为1.62美元，好于分析师普遍预测的1 ...

HANGZHOU, CHINA - FEBRUARY 25, 2026 - The NVIDIA logo was captured in Hangzhou, Zhejiang Province, China on February 25, 2026. (Photo credit should read CFOTO/Future Publishing via Getty Images)CFOTO/Future Publishing via Getty ImagesNVIDIA stock (NASDAQ: NVDA) is currently riding a wave of massive momentum, with its stock up nearly 50% over the last twelve months. This growth reflects the company’s successful evolution from a mere hardware supplier into the essential infrastructure provider for the global ...

财报发布后，高盛重申对英伟达的"买入"评级并看涨至250美元。受超大规模云厂商资本支出增加、AI 初创企业融资落地及新架构技术领先三大催化剂驱动，英伟达跑赢大盘路径清晰。 分析指出，英伟达第四财季总营收与数据中心营收双双超预期并创新高，毛利率随着新一代架构 Blackwell芯片的生产爬坡继续改善，且在未计入部分中国市场收入的情况下对2027财年第一财季的指 引更强劲，强化了AI算力需求韧性的叙事，有助于缓解市场对AI投资泡沫的担忧。 智通财经APP获悉，周四，英伟达(NVDA.US)盘前涨近1%，报197.41美元。消息面上，英伟达再一次公 布了堪称"炸裂"的业绩。财报显示，在截至1月25日的2026财年第四财季，英伟达营收同比增长73%， 至创纪录新高的681亿美元，好于分析师普遍预测的659亿美元。按业务划分，数据中心业务(负责其行 业领先的AI加速器和网络产品)第四财季营收同比增长75%至623亿美元，同样创纪录新高，好于分析师 普遍预测的604亿美元。盈利方面，在Non-GAAP会计准则下，营业利润同比增长81%至461亿美元，净 利润同比增长79%至396亿美元。调整后的每股收益为1.62美元，好 ...

Core Insights - Broadcom has begun shipping the industry's first 2nm custom compute SoC utilizing its 3.5D eXtreme Dimension System in Package (XDSiP) platform, which integrates advanced semiconductor technologies for enhanced performance and efficiency [1][3] Group 1: Technology and Innovation - The 3.5D XDSiP platform is foundational for next-generation XPUs, enabling high signal density, power efficiency, and low latency to meet the demands of large-scale AI clusters [2] - The integration of 2.5D techniques and Face-to-Face (F2F) technology in the 3.5D XDSiP allows for independent scaling of compute, memory, and network I/O in a compact form factor [2][3] - The launch of this technology represents a significant milestone in semiconductor integration, combining 2nm process innovation with advanced 3D integration to enhance compute density and energy efficiency [3] Group 2: Strategic Partnerships and Market Impact - Broadcom's collaboration with Fujitsu highlights the strategic importance of the 3.5D XDSiP technology in supporting Fujitsu's FUJITSU-MONAKA initiative for high-performance, low-power processors [3] - The advancements in Broadcom's 3.5D platform capabilities are set to support a broader customer base, with shipments expected to commence in the second half of 2026 [3]

The major U.S. index futures are currently pointing to a roughly flat open on Thursday, with stocks likely to show a lack of direction after moving notably higher over the two previous sessions.A mixed reaction to earnings news from Dow components Nvidia (NVDA) and Salesforce (CRM) may lead to choppy trading on Wall Street.Shares of Nvidia are jumping by 1.0 percent in pre-market trading after the AI leader reported better than expected fiscal fourth quarter results and provided upbeat guidance."Despite al ...

Stock Futures Inch Higher After Nvidia's Stellar Earnings as Tech Rebound StallsCONCLUDED[Stock Market News From Feb. 26, 2026: Nasdaq Sinks 1.2%]Last Updated:---Updated 10 hours ago# Stock Futures Inch Higher After Nvidia's Stellar Earnings as Tech Rebound StallsBy[Callum Keown]Stock futures were up slightly Thursday even after Nvidia convincingly beat earnings and guidance expectations as the [strong tech rebound] looked set to take a pause.S&P 500 futures rose 0.1%--after the index closed just short of a ...

本轮融资之后，神玑公司还将推出面向下一代智能驾驶的超强性能芯片以及多款其他领域的芯片。神玑 公司前期订单主要来源于蔚来公司，同时也在积极拓展具身机器人、Agent推理等新兴业务，为AGI时 代的各类客户提供完整的芯片和智能硬件解决方案。 中证报中证网讯(记者龚梦泽)2月26日，蔚来宣布芯片子公司安徽神玑技术有限公司完成首轮股权融资 协议签署，融资金额超22亿元人民币，投后估值近百亿元。本轮融资汇集了合肥国投、合肥海恒、IDG 资本、中芯聚源、元禾璞华等多家产业资本和行业头部机构。此次融资将有利于神玑公司持续地研发和 推广高端、高竞争力的芯片产品，支撑蔚来在自动驾驶、具身智能等领域的长远布局。 资料显示，安徽神玑是国内首家研发5nm车规芯片、并首家做到规模化商用的公司。神玑NX9031芯片 自2024年投产以来已累计出货超15万套，成功部署在蔚来品牌的全系车型上。 ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...

Dallas, Texas--(Newsfile Corp. - February 26, 2026) - Valens Semiconductor Ltd.(NYSE: VLN): Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (NYSE: VLN). Valens Semiconductor posted 4Q25 revenue of $19.4M, significantly above guidance of $18.2-$18.9M, marking its seventh consecutive quarter of growth and up from $17.3M in 3Q25 and $16.7M in 4Q24. GAAP gross margin was 60.5% (nonGAAP 63.9%), exceeding guidance while easing slightly from 63.0% in 3Q25. Adjusted EBITDA loss of $(4.3)M ...

AMD与Nutanix建立多年合作伙伴关系，旨在构建一个更开放、对企业更友好的人工智能平台，以支持 下一波智能体人工智能应用。 双方的合作思路是将AMD的芯片与Nutanix的云软件及编排工具相结合，打造能够跨数据中心、混合云 设置甚至边缘环境平稳运行人工智能工作负载的系统。作为合作的一部分，AMD将以每股36.26美元的 价格向Nutanix投资1.5亿美元购买其股票，并承诺额外提供至多1亿美元的资金。此项股权投资预计将于 2026年第二季度完成。 投资者对这一发展方向表示认可。两家公司表示，首个联合开发的智能体人工智能平台预计将于2026年 底开始交付客户。 责任编辑：张俊 SF065 AMD与Nutanix建立多年合作伙伴关系，旨在构建一个更开放、对企业更友好的人工智能平台，以支持 下一波智能体人工智能应用。 双方的合作思路是将AMD的芯片与Nutanix的云软件及编排工具相结合，打造能够跨数据中心、混合云 设置甚至边缘环境平稳运行人工智能工作负载的系统。作为合作的一部分，AMD将以每股36.26美元的 价格向Nutanix投资1.5亿美元购买其股票，并承诺额外提供至多1亿美元的资金。此项股权投资预计将 ...