格隆汇2月26日丨灿芯股份(688691.SH)公布2025年度业绩快报，报告期内，公司实现营业总收入7.25亿 元，较上年同比减少33.43%；实现归属于母公司所有者的净利润-1.15亿元，归属于母公司所有者的扣 除非经常性损益的净利润-1.25亿元，分别较上年同比减少288.48%和384.70%。 报告期内经营业绩变化的主要原因：1、受部分下游客户需求波动影响，公司芯片量产业务收入下滑， 导致公司营业收入下降；2、受项目情况及收入结构等变化影响，公司毛利率同比下降；3、为进一步巩 固公司在芯片设计服务领域的技术优势，公司持续围绕"IP+平台"开展研发工作，2025年度研发费用同 比增长。 ...

据悉，2025年6月，韦尔股份正式更名"豪威集团"，标志全面聚焦CIS赛道的战略定力。同年8月，对标 索尼IMX989的OV50X量产，在1英寸大底、8K视频录制上实现对标。港股IPO募资主要用于关键技术研 发，包括研发下一代CIS，如AR/VR微显示传感器、端侧AI智能传感器。 智通财经APP获悉，豪威集团(00501)尾盘涨近9%，截至发稿，涨7.5%，报110.4港元，成交额1.66亿港 元。 公开资料显示，豪威集团作为一家全球化Fabless半导体设计公司，CMOS图像传感器(CIS)是豪威集团 主要产品。根据弗若斯特沙利文资料，按2024年图像传感器解决方案收入计，公司是全球第三大数字图 像传感器供应商，市场份额为13.7%。 ...

公开资料显示，豪威集团作为一家全球化Fabless半导体设计公司，CMOS图像传感器(CIS)是豪威集团 主要产品。根据弗若斯特沙利文资料，按2024年图像传感器解决方案收入计，公司是全球第三大数字图 像传感器供应商，市场份额为13.7%。 据悉，2025年6月，韦尔股份正式更名"豪威集团"，标志全面聚焦CIS赛道的战略定力。同年8月，对标 索尼IMX989的OV50X量产，在1英寸大底、8K视频录制上实现对标。港股IPO募资主要用于关键技术研 发，包括研发下一代CIS，如AR/VR微显示传感器、端侧AI智能传感器。 豪威集团（603501）(00501)尾盘涨近9%，截至发稿，涨7.5%，报110.4港元，成交额1.66亿港元。 ...

Core Insights - Lone Pine Capital has shifted its top holding from Meta Platforms to Taiwan Semiconductor Manufacturing, indicating a strategic pivot towards companies critical to the AI infrastructure supply chain [1][11]. Group 1: Meta Platforms - Stephen Mandel's Lone Pine Capital completely sold its stake in Meta Platforms, which was previously valued at approximately $971 million, representing 7.1% of the fund's assets [4]. - The decision to exit Meta may be influenced by profit-taking, as the stock had more than doubled over the past two years [5]. - Meta's aggressive AI capital expenditure guidance has raised concerns among investors, contributing to the stock's decline [8]. Group 2: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing (TSMC) has become Lone Pine's new top holding, reflecting its significant role in the AI revolution and demand for GPUs [11][13]. - TSMC's stock has seen a near-parabolic rise, making it the top holding by market value despite a reduction in stake over the past three years [12]. - The company is projected to grow its sales by 24% in 2027, with a forward price-to-earnings ratio of 21, indicating a reasonable valuation for a nearly $2 trillion company [14].

英伟达第一季度营收预测超市场预期，盘前股价上涨1%。 来源：滚动播报 ...

While the after-hours in the wake of Nvidia’s (NASDAQ: NVDA) latest earnings report – published late on February 25, 2026 – failed to be genuinely decisive, the filing was sufficient for DeepSeek, China’s most prominent artificial intelligence (AI) model, to take a highly optimistic stance.Specifically, the semiconductor giant’s report showed that the company not only beat the revenue forecast – it reported $68.13 billion instead of $66.21 billion – but also set its sights at $78 billion in the first quarte ...

Why Nvidia's Jensen Huang thinks the market got it wrong on software companies - MarketWatch# Why Nvidia's Jensen Huang thinks the market got it wrong on software companiesPublished: Feb. 26, 2026 at 3:59 a.m. ETShareResizeJensen Huang says the market has it wrong on software. Photo: Patrick T. Fallon/Agence France-Presse/Getty ImagesThere's at least one executive in the artificial intelligence space who doesn't think AI will cannibalize software companies: Nvidia's Jensen Huang."I think the markets got it ...

The CNBC app, global market news in one place. Customizable sections and personalized alerts. Stocks tracking, interactive charts and market insights, all in your hands.Stay connected. Stay informed. Download the CNBC app today.Welcome to Squawkbox Europe fun show with Steve Cedric and Ben Bulos. These are your headlines. AI jitters loom over another blockbuster set of results from Nvidia while Salesforce shares come under pressure after its revenue forecast comes in below analyst estimates.Both Jensen Wang ...

Asian stocks advanced on Thursday as Nvidia's earnings results quelled fears over massive AI spending and AI-driven disruption. The AI bellwether posted record Q4 results with total revenue of $68 billion, led by a record data-center quarter of $62 billion, driven by the Blackwell and Blackwell Ultra ramp.The dollar edged lower in Asian trade, while gold advanced on safe-haven demand and oil prices hovered near seven-month highs as investors waited for any news on the third round of nuclear talks between t ...

Fixed Income Credit Commentary 26 Feb 2026 CMBI Credit Commentary Fixed Income Daily Market Update 固定收益部市场日报 Trading desk comments 交易台市场观点 Yesterday, in the new issuance space, ADVANC 31-36s tightened 1-2bps from ROs. The new SUMI 31 tightened 6bps from RO at T+90, while SUMI 36 hovered around RO. SUMIBK 41 tightened 3bps. The new DAESEC 29- 31 initially opened 2bps wider from ROs on flipper activities but closed 1-2bps tighter. In secondary Chinese IG space, TMT MEITUA/KUAISH/ LENOVO/BABA/ TENCNT tightened ...