Market Analysis by covering: NVIDIA Corporation, Taiwan Semiconductor Manufacturing. Read 's Market Analysis on Investing.com ...

格隆汇1月7日丨捷捷微电(300623.SZ)在互动平台表示，公司的产品主要应用于工业、汽车电子、通 信、消费等领域，其中部分MOSFET器件产品和防护器件产品可用于机器人领域。公司目前没有相关产 品应用于航天、人脑智能。公司会根据下游行业的发展趋势适时调整自身产品结构，未来有可能会探索 新的产品下游领域以满足市场需求。 ...

2026A股潜力王！10朵高景气金花出炉，政策+业绩双驱动 炒股的朋友都懂，选对赛道比埋头苦干管用多了！2026年作为"十五五"开局之年，A股市场早就暗流涌动，政策向新兴产业倾斜、技术突破不断涌现，不少 低估值龙头已经悄悄蓄力。身边不少老股民都在问：今年到底该盯哪些方向？哪些公司既有政策撑腰，又有业绩硬支撑，能稳稳拿到翻倍收益？ 其实答案就藏在国家重点扶持的高景气赛道里——工信部明确要打造集成电路、新能源、生物医药等新兴支柱产业，这些领域里的优质标的，就是未来1年 最有潜力的"宝藏股"。 2. 北方华创（002371）：半导体设备领军者，覆盖刻蚀、沉积等核心环节，国内市占率领先，订单饱满，PEG仅1.2； 6. 中国长城（000066）：信创硬件核心，PKS体系龙头，2025年涨幅仅15%，PE约28倍处历史低位，资产整合预期强； 10. 德生科技（002908）：数据要素+数字经济标的，社保服务+数据确权双轮驱动，2026年政策落地加速，小市值高弹性。 一、筛选逻辑：不碰概念，只认3个硬标准 这10只标的不是随便挑的，而是围绕"政策支持+业绩确定性+估值合理"三个核心筛选，每一条都有权威依据： - 政策硬支 ...

Group 1 - The core message from AMD's CEO Lisa Su at CES 2026 is the company's commitment to not only participate in the current AI wave but also to lead the next phase of explosive growth in the sector [1][4] - AMD predicts that the number of active global AI users will increase from 1 billion to 5 billion over the next five years, highlighting the company's optimistic view on the speed of AI adoption [4] - As a major competitor to Nvidia in the AI chip market, AMD is accelerating its development of a full-stack AI infrastructure [4] Group 2 - To enhance credibility, Lisa Su invited OpenAI co-founder Greg Brockman to join her on stage during the presentation [4] - Despite the ambitious narrative and technological aspirations presented, the capital market's reaction was relatively subdued, with AMD's stock price experiencing a slight decline on the day of the CES event [4] - Investors appear to be cautious, waiting to see if AMD's AI strategy can translate into sustained revenue growth [4]

KLA Corporation, a US-based semiconductor process control and process-enabling technology firm, has announced the opening of its new R&D and Innovation Hub in Chennai.The ₹300 crore facility, spread across 3,11,000-square-feet, has been designed to accommodate up to 1,300 employees, expanding the company’s regional AI and software development capabilities and driving increased collaboration and innovation across R&D, engineering and product support functions.Also readThe opening was attended by Amitesh Kuma ...

格隆汇1月7日｜有投资者在互动平台向利扬芯片提问：目前在轨运行的低轨通讯卫星，卫星里面的相关 芯片，是不是也是公司独家提供测试服务？利扬芯片回复称，目前在智能手机端的北斗短报文芯片、卫 星通话(射频收发/基带)芯片由公司独家测试。 ...

格隆汇1月7日丨有投资者问，近半年来存储价格飙升，供不应求，请问公司是否像之前说的，因为供需 关系，公司测试产品将持续涨价？利扬芯片在互动平台表示，公司部分产品线的测试产能较为紧张，有 部分客户主动要求涨价获得产量，公司会根据战略发展来决定。 ...

Altimeter Capital has reportedly exited its significant position in Meta Platforms Inc. (NASDAQ:META) , with founder Brad Gerstner stating Tuesday that the social media giant is not currently a market leader in artificial intelligence (AI).Check out META’s stock price here.The AI Leadership GapSpeaking on CNBC's "Halftime Report," Gerstner revealed why Meta was conspicuously absent from his top holdings list for 2026.Altimeter originally invested in late 2022, riding the stock’s surge from roughly $90 a sha ...

A stock rally that has added $350 billion in market value for Samsung Electronics Co. since the start of last year may have more room to run as bullish analysts eye record profits. Its shares are beating those of SK Hynix Inc. so far in 2026, after three years of stark underperformance as the smaller rival gained favor with key customer Nvidia Corp. Now expectations of progress in AI along with huge price hikes for memory chips are driving calls that “Samsung is back.” Most Read from Bloomberg Samsung ...

格隆汇1月7日丨士兰微(600460.SH)在互动平台表示，公司已推出自主研发的应用于算力服务器电源的 模拟芯片及系统解决方案。 ...