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记忆芯片需求强劲,SanDisk股价飙27%,美光科技涨10%,均创历史新高
Jin Rong Jie· 2026-01-07 01:53
Group 1 - SanDisk's stock price surged by 28.43% to reach a historical high of $352, closing at $349.63, with a market capitalization of $51.2 billion, driven by investor interest in AI-related storage and memory stocks [1] - TrendForce's research predicts a significant increase in NAND flash memory chip contract prices by 33%-38% in March, and traditional DRAM contract prices are expected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] - Despite the positive market outlook, there are warnings that SanDisk's high valuation may limit its stock price upside potential [1] Group 2 - Micron Technology's stock also rose by 10% to a historical high of $343.43, with a market capitalization of $386.5 billion, reflecting the broader trend in AI chip manufacturers [1]
加速新标准UWB量 CES 2026加特兰全球首发BLE-MMS测试解决方案
Xin Lang Cai Jing· 2026-01-07 01:40
其技术核心源于加特兰2025年9月发布的《IEEE 802.15.4ab标准下MMS UWB联合测距》技术白皮书中所 详述的"?蓝牙低功耗辅助的新一代MMS UWB联合测距 方案?"。该方案解决了传统UWB在IEEE 802.15.4z标准 下可靠测距距离有限、多径干扰场景稳定性不足的问 题,通过将测距过程分解为多毫秒片段并进行联合信号 处理,大幅增强复杂场景下的多径分辨能力和整体鲁棒 性。加特兰凭借此方案于2025年12月荣获"ICCE联盟产 业创新实践奖(数字车钥匙方向)"。基于加特兰Dubhe SoC的实测数据显示,可实现超过400米的可靠测距,满 足数字车钥匙等应用对长距离、高稳定性和超低功耗的 严苛需求。 此次在CES的联合发布,标志着基于IEEE 802.15.4ab的 新标准UWB技术迈向可大规模部署的产业化阶段。这不仅印证了Dubhe SoC的性能与成熟度,更通过搭 建一条由专业测试保障的可信链路,高效推动UWB生态发展。正如Peter Wiese所说:"未来,加特兰的 目标是与行业合作伙伴进一步扩展生态系统。"此次合作,为IEEE 802.15.4ab标准的全球落地注入了强 劲动力,加速了高 ...
澜起科技通过港交所聆讯,芯片ETF天弘(159310)、电子ETF(159997)跟踪指数昨日均涨超1.8%
Group 1 - The three major indices collectively rose, with the Shanghai Composite Index reaching a ten-year high, and the chip industry index increasing by 2.29% [1] - The chip ETF Tianhong (159310) had a trading volume exceeding 20 million yuan, while the electronic ETF (159997) approached 80 million yuan with a turnover rate of 5.73% [1] - The Tianhong chip ETF tracks the CSI Chip Industry Index, which is expected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025 due to policy support and surging demand [1] Group 2 - Qualcomm launched a new X2 Plus chip aimed at laptops, indicating ongoing innovation in the semiconductor sector [2] - The AI-related industry is expected to maintain a favorable outlook through 2026, with domestic semiconductor opportunities arising from accelerated localization [2] - Global demand for storage chips is projected to outstrip supply in 2026, with DRAM supply expected to grow by 15% to 20%, while demand growth is anticipated to reach 20% to 25% [2]
1.7犀牛财经早报:碳酸锂“期现”价格开年大涨
Xi Niu Cai Jing· 2026-01-07 01:37
Group 1: Interest Rate Adjustments - The three-year fixed deposit product with an interest rate of 2.2% was officially removed on January 5, with all deposit rates decreasing by 20 basis points [1] - Multiple small and medium-sized banks, including Wuding Xingfu Village Bank and Xuwen Rural Commercial Bank, have recently announced adjustments to their deposit rates, indicating a trend of flexible management based on individual bank conditions [1] Group 2: Currency and Asset Trends - The offshore RMB exchange rate against the USD rose again on January 6, remaining above the 7 yuan mark, continuing a trend of appreciation that has lasted nearly nine months [1] - Analysts believe that the strengthening of the RMB is beneficial for foreign capital inflow, improving liquidity and risk appetite in the A-share market, with three asset categories highlighted for investment: aviation, paper manufacturing, and high-growth sectors like computing and electronics [1] Group 3: Company Performance Forecasts - Eleven companies are expected to achieve their highest net profits in the past decade by 2025, with Zijin Mining and Luxshare Precision leading with lower limits of 51 billion yuan and over 16.5 billion yuan, respectively [2] - The performance of the non-ferrous metals sector is expected to be strong due to supply constraints and structural demand growth, with companies like China Uranium Industry also anticipated to reach peak profits [2] Group 4: Lithium Carbonate Price Surge - Lithium carbonate prices have surged significantly, with a 7.74% increase on January 5 and an 8.99% increase on January 6, reaching 137,900 yuan per ton, driven by tightening supply expectations and rising demand [3] - The price increase is linked to uncertainties in lithium supply and growing demand for energy storage, with market analysts suggesting limited downside potential for lithium prices [3] Group 5: Corporate Developments - Yunnan Metallurgical Group is publicly offering a 3.18% stake in Cheng Tai Insurance for a base price of 184 million yuan, marking the third attempt to transfer this stake [6] - Four companies, including Suzhou Shangshun Technology, have initiated listing counseling as of January 6, indicating ongoing activity in the capital markets [6] Group 6: Stock Market Movements - The three major U.S. stock indices closed higher, with the Dow Jones up 0.99%, driven by AI-related demand, while the S&P 500 and Dow reached historical highs [17] - Commodity prices, particularly metals, have seen significant increases, with copper and nickel reaching record highs, reflecting strong market conditions [17]
港股开盘:恒指低开0.41%科指跌0.28%!汽车股走弱有色金属强势,紫金矿业涨超1%,华虹半导体涨2%,蔚来跌2%
Sou Hu Cai Jing· 2026-01-07 01:36
今日三大指数集体低开,恒指开盘跌0.41%,报26601.83点,恒科指跌0.28%,国企指数跌0.3%。盘面 上,科网股涨跌不一,阿里巴巴跌超2%,百度、哔哩哔哩跌超1%,网易涨超0.5%;芯片股高开,华虹 半导体涨超2%;板块延续涨势,涨超1%;汽车股部分下跌,蔚来跌超2%。 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | | 恒生科技指数 | 5809.01 | -0.28% | | 800700 | | | | 国企指数 | 9216.74 | -0.30% | | 800100 | | | | 恒生指数 | 26601.83 | -0.41% | | 800000 | | | 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担 全部责任。邮箱:news_center@staff.hexun.com 美股周二大幅上升,大市气氛维持良好,道指及指数再创历史新高,三大指数均录得升幅收市。美元走 势向好,美国十年期债息回升至4.17厘水平,金价 ...
美股异动丨记忆芯片需求强劲,SanDisk股价飙27%,美光科技涨10%,均创历史新高
Ge Long Hui A P P· 2026-01-07 01:33
Group 1: SanDisk Performance - SanDisk's stock price surged by 28.43% to reach a historical high of $352, ultimately closing up 27.56% at $349.63, with a market capitalization of $51.2 billion [1] - The increase in SanDisk's stock price is attributed to investor interest in AI-related storage and memory stocks [1] - TrendForce's report predicts a significant rise in NAND flash memory chip contract prices by 33%-38% in March, and traditional DRAM contract prices are expected to increase by 55%-60%, indicating strong growth potential in the memory chip market this year [1] Group 2: Micron Technology Performance - Micron Technology's stock rose by 10% to a historical high of $343.43, with a market capitalization of $386.5 billion [2]
物产金轮:公司通过金源汇富基金平台间接持有海光芯正少量股权
Mei Ri Jing Ji Xin Wen· 2026-01-07 01:13
(记者 王晓波) 每经AI快讯,物产金轮(002722.SZ)1月7日在投资者互动平台表示,经了解,海光芯正尚未收到聆讯 通知。公司通过金源汇富基金平台间接持有海光芯正少量股权,公司将持续关注其进展,若触及相关信 息披露标准,公司将依规及时公告。 ...
英集芯(688209.SH):IPA1299在非侵入式脑机接口领域尚处于市场培育期,尚未实现规模化销售
Ge Long Hui A P P· 2026-01-07 00:59
截至公告披露日,该产品在非侵入式脑机接口领域尚处于市场培育期,尚未实现规模化销售,暂未对公 司业绩产生重大影响,未来销售情况存在不确定性。 格隆汇1月7日丨英集芯(688209.SH)公布,公司于2026 年1 月6 日在上证 E 互动平台就投资者"脑机接 口"相关问题作出回复,为保障广大投资者的合法权益,公司就相关业务情况补充说明,并进行风险事 项提示如下,敬请广大投资者审慎决策,注意投资风险。 公司与参股公司精芯唯尔(常州)电子科技有限公司(以下简称"精芯唯尔")共同推出的 IPA1299 是一款支 持 8 通道低噪声设计,24 位同步采样模数转换器芯片(ADC),主要应用于脑电图(EEG)、心电图(ECG) 和肌电图(EMG),该产品主要特点在于可实现高精度信号采集功能,可应用于非侵入式脑机接口领域。 该产品用于人体生物电信号的高精度测量,其适用于各种可穿戴式设备应用场景,技术路线与当前国际 上的侵入式脑机接口存在显著技术路径差异。 ...
国芯科技与算能达成战略合作
Xin Lang Cai Jing· 2026-01-07 00:52
据国芯科技消息,近日,国芯科技与厦门算能科技股份有限公司(简称"算能")达成战略合作。双方将 充分发挥各自在RISC-V领域的专长,在技术平台打造、标杆产品设计、共同市场开拓方面精诚合作, 协力推动RISC-V AI产业发展和生态繁荣。 ...
CES 2026,万物皆可汽车?
汽车商业评论· 2026-01-07 00:39
共探新营销,共创新可能 撰文 | 杜 咏 芳 编辑 | 黄 大 路 设计 | 甄 尤 美 拉斯维加斯会议中心始建于1959年,期间经过多次翻修和扩建,但当你走在其中时,依旧会感受到浓浓的时代感,一种特有的美式老派感扑面而 来。 但就是在这个有些"过时"的建筑里,每年都在展示着全球最先进的技术。 2026年1月6日至9日(太平洋标准时间),全球科技界的目光将再度锁定拉斯维加斯,国际消费电子展(CES)正式拉开帷幕。 不过,与往年相比,本届CES略显冷清:参展商数量较高峰时期减少了1000余家,现场人流与声量均有所回落。 本次展会设置了先进制造展示区、全新CTA展区、CES Foundry、创作者展区、移动技术展区及初创展区等多个特色板块,以及制造、技术与标 准、穿戴设备三个核心会议轨道,覆盖科技产业核心领域。 这个曾以电视、电脑与可穿戴设备定义消费潮流的舞台,在过去数年亦成为电动汽车发布的主秀场。 但今年,风向已然转变。一个清晰的信号正在释放:电动化的声量逐渐让位,一个更底层、更具颠覆性的概念走向前台,即"物理人工智 能"(physical AI)。 与处理数据或生成内容的人工智能不同,物理人工智能结合了传感器 ...