Across the pond, Salesforce shares fell in pre-market trading after its earnings , as its efforts to say "everything will be fine" fell on deaf ears as investors worry that AI might destroy prospects for business software providers.For LSEG it's AI assurances are being listened to more than others.“Kitchen seller Howden Joinery also continued its run of quietly getting on with the job and then reminding the market it can still take a step forward in a difficult market."The blue-chip UK index has is being "p ...

Nvidia has reported a 94% increase in net income for the fourth quarter of fiscal year 2026 (Q4 FY26), with net income rising to $42.96bn from $22.09bn a year earlier. Revenue for the quarter ended 25 January 2026 climbed 73% year on year to $68.1bn from $39.3bn in Q4 FY25. Nvidia also reported a 20% sequential revenue increase from $57.0bn in the prior quarter. Nvidia’s fourth quarter was driven by surging demand for accelerated computing and AI, resulting in record data centre revenue. The data centr ...

更多消息，持续更新中 国产定制芯片龙头芯原股份2月26日发布2025年度业绩快报，报告期内实现营业收入31.52亿元，同比增 长35.77%；归属于上市公司股东的净利润亏损5.28亿元，上年同期净利润亏损6.01亿元。 更多消息，持续更新中…… 更多消息，持续更新中 国产定制芯片龙头芯原股份2月26日发布2025年度业绩快报，报告期内实现营业收入31.52亿元，同比增 长35.77%；归属于上市公司股东的净利润亏损5.28亿元，上年同期净利润亏损6.01亿元。 更多消息，持续更新中…… 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况 或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况 或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

南财智讯2月26日电，思瑞浦发布2025年度业绩快报，报告期内公司实现营业收入21.42亿元，同比增长 75.65%；归属于上市公司股东的净利润1.73亿元，同比扭亏；基本每股收益1.30元，同比扭亏。 ...

神玑 NX9031 是蔚来旗下全球首颗车规 5nm 高性能智驾芯片，拥有超过 500 亿颗晶体管，采用 32 核心 CPU 架构，内置 LPDDR5x 8533Mbps 速率 RAM，可实现"高动态范围高性能 ISP"，拥有 6.5 G Pixel / s 像素处理能力，处理延时小于 5ms。 根据介绍，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「一颗抵四颗」的运行性能一直位居国内车载芯片首位。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。 IT之家从官方介绍内容获悉，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。 2 月 26 日，今天傍晚，蔚来通过官微宣布：其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。 蔚来宣布，本轮融资汇集了合肥国投、合肥海恒、IDG 资本、中 ...

Core Viewpoint - The chip maker received significant praise, yet its shares did not experience substantial growth [1] Group 1 - The company is recognized for its advancements and contributions to the semiconductor industry [1] - Despite positive feedback, the stock performance did not reflect the accolades received [1]

Core Viewpoint - The semiconductor sector, particularly domestic chip companies, is experiencing significant growth driven by the demand for AI-related technologies, as evidenced by strong earnings reports and stock performance of key players in the industry [1][3]. Group 1: Stock Performance - The "Chip Innovation" ETF (华宝, 589190) saw an increase of over 2% in afternoon trading, with leading companies like Cambrian (寒武纪-U) rising nearly 10% and achieving a transaction volume exceeding 10 billion [1]. - Other notable performers included Chip Source (芯源微) up over 5%, and Haiguang Information (海光信息) and Tuo Jing Technology (拓荆科技) both rising over 4% [1]. Group 2: Earnings Reports - Haiguang Information reported a revenue of 14.376 billion yuan for 2025, marking a year-on-year increase of 56.91%, with a net profit of 2.542 billion yuan, up 31.66% [2][3]. - Cambrian's earnings forecast indicates a revenue of 6 to 7 billion yuan for 2025, representing a staggering year-on-year growth of 410.87% to 496.02%, with a net profit expected between 1.85 billion and 2.15 billion yuan [3]. - Lanke Technology (澜起科技) anticipates a net profit of 2.15 to 2.35 billion yuan for 2025, reflecting a growth of 52.29% to 66.46% [3]. Group 3: Industry Outlook - The semiconductor industry is experiencing an upward trend, with AI driving demand for computing chips, storage chips, and wafer foundry services [3]. - Dongguan Securities highlights that the semiconductor equipment sector is entering a historic development window, suggesting a focus on performance realization in the short term and on domestic substitution and key technological breakthroughs in the long term [3]. Group 4: ETF Performance - The "Chip Innovation" ETF has achieved an annualized return of 17.93% since its inception, outperforming similar indices and demonstrating a better risk-return profile [5][6]. - The index has shown a maximum drawdown of -56.81%, indicating a relatively lower risk compared to other semiconductor indices [6].

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"一颗抵四 颗"的运行性能一直位居国内车载芯片首位。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。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。 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。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。 ...

格隆汇2月26日丨炬芯科技(688049.SH)公布2025年度业绩快报，2025年度，公司实现营业收入9.22亿 元，同比增长41.50%；实现归属于母公司所有者的净利润2.05亿元，同比增长91.95%；归属于母公司所 有者的扣除非经常性损益的净利润1.92亿元，同比增长145.02%。 报告期内，公司加大研发投入，研发投入2.39亿元，同比增长11.21%。公司全力推动芯片产品谱系的迭 代升级，存内计算技术深度赋能全产品线，面向智能穿戴赛道的 ATW609X 芯片正式面市。公司正稳步 推进第二代存内计算技术IP 研发，致力于实现单核 NPU 算力的显著提升、能效比进一步优化及对 Transformer 模型的全面支持。同时，下一代私有协议研发同步推进，以持续提升无线传输带宽、降低 传输延迟、增强抗干扰性能。公司从芯片硬件算力强化、无线连接技术突破、音频算法迭代升级及开发 生态完善四个维度，全方位构筑技术护城河。得益于清晰的战略聚焦与高效的运营执行，公司营业收入 增速显著高于费用增速，规模效应有效带动盈利水平整体提升。未来，公司将继续聚焦下游市场需求， 增强产品矩阵竞争力，将端侧 AI 音频能力注入广阔的 ...

About 5,500 companies were listed across U.S. stock exchanges last year, according to the Securities Industry and Financial Markets Association (SIFMA). Many of those companies are included in stock indexes, which measure various aspects of the domestic market. While hundreds of indexes exist, the S&P 500 (SNPINDEX: ^GSPC) is synonymous with the U.S. stock market due to its scope. Here's how the S&P 500 performed during the last 30 years and what Wall Street expects in the remaining months of 2026. Will A ...