Jensen Huang, president/CEO of Nvidia, speaks during a Siemens keynote at CES 2026, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. January 6, 2026. REUTERS/Steve... Purchase Licensing Rights, opens new tab Read more SAN FRANCISCO, Feb 25 (Reuters) - Nvidia (NVDA.O), opens new tab may have made its immense fortune on the back of specialized graphics processing units (GPUs) used to power artificial intelligence servers, but CEO Jensen Huang is increasingly professing his love for the mo ...

在英伟达公布2026财年第四财季及全年财报前，有不少投资者担忧"AI泡沫"何时破裂，尤其是科技巨头 数千亿美元AI投资的延续性问题。英伟达的业绩对外界判断AI支出的景气度提供参照，不少人将其视 为衡量AI风险的"试金石"。 当地时间2月25日美股盘后，英伟达发布财报，交出超预期"答卷"。 Agentic AI拐点到来 财报数据显示，英伟达第四财季总营收为681.3亿美元，环比增长20%，同比增长73%，高于分析师此前 预测的662亿美元的营收额。从结构上看，数据中心营收为623亿美元，市场预期为606.2亿美元，上年 同期为355.8亿美元；网络营收109.8亿美元，分析师预期90.2亿美元；游戏营收37亿美元，分析师预期 40.1亿美元。 在财报电话会上，有分析师提问，英伟达的几大科技公司客户在2026年的资本开支已经非常高，现金流 也开始紧张，未来如果这些公司不能再继续提高资本开支，英伟达的业绩如何进一步增长？ 英伟达CEO黄仁勋表示，对客户现金流增长充满信心。他认为，现在算力就等于收入，AI能力越来越 强，谁买到了更多算力，谁就能创造更多价值，也就有了更多收入。黄仁勋认为，现在已经来到了 Agentic ...

Nvidia Corp. failed to impress investors with its latest forecast, signaling that concerns about an overheated AI economy will continue to dog the company.Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. Though the average Wall Street estimate was $72.8 billion, some analysts had projected numbers approaching $80 billion, according to data compiled by Bloomberg.After a remarkable run of sales growth, which turned Nvidia into the world’s most valuable company ...

Artificial intelligence-related cryptocurrencies were rallying late Wednesday amid AI darling Nvidia Corp.’s (NASDAQ:NVDA) record quarterly revenue and data center demand.The WinnersNEAR, the token powering AI-native blockchain NEAR Protocol, jumped more than 16% to lead the gainers. The AI-based collaborative token, FET, followed suit, with gains of 8.20%.Render Network’s native token lifted 7.60%. Note that the Render Network rents out idle GPU power to content creators and AI applications.Decentralized A ...

Artificial intelligence-related cryptocurrencies were rallying late Wednesday amid AI darling Nvidia Corp.’s (NASDAQ:NVDA) record quarterly revenue and data center demand.The WinnersNEAR, the token powering AI-native blockchain NEAR Protocol, jumped more than 16% to lead the gainers. The AI-based collaborative token, FET, followed suit, with gains of 8.20%.Render Network’s native token lifted 7.60%. Note that the Render Network rents out idle GPU power to content creators and AI applications.Decentralized A ...

Core Viewpoint - Wuxi NCE Power Co., Ltd. (新洁能) announced a price increase of at least 10% for its MOSFET products, effective from March 1, 2026, due to rising costs of raw materials and key precious metals [1][4]. Group 1: Price Adjustment Details - The price adjustment applies specifically to MOSFET products [4]. - The increase is set to take effect on March 1, 2026 [4]. - The company expressed regret for any impact this adjustment may have on customers and seeks their understanding and support [4]. Group 2: Company Background and Financial Performance - Wuxi NCE Power Co., Ltd. is a leading player in the domestic power semiconductor sector, focusing on the research, design, and sales of power devices such as MOSFETs and IGBTs [6]. - The company's products are widely used in various downstream sectors, including new energy vehicles, smart grids, industrial control, and consumer electronics [6]. - In the first three quarters of 2025, the company reported a total revenue of 1.385 billion yuan, a year-on-year increase of 2.19%, and a net profit attributable to shareholders of 335 million yuan, up 0.7% year-on-year [6]. - However, the third quarter of 2025 saw a decline in revenue to 456 million yuan, down 5.5% year-on-year, and a net profit of approximately 99.4 million yuan, down 13.23% year-on-year, indicating pressure on profitability [6]. Group 3: Industry Context - The price increase by Wuxi NCE is part of a broader trend of rising prices in the domestic chip market, with several companies, including Zhongwei Semiconductor and Guoke Microelectronics, also announcing price hikes ranging from 10% to 80% across various product categories [6]. - This price surge is driven by cost pressures and increased demand from AI applications, affecting not only storage chips but also power semiconductors and other critical components [6][7]. - Recent reports indicate significant price increases in the semiconductor industry, with NAND flash contract prices rising by 55%-60% and server DRAM prices increasing by nearly 90% [7].

Key TakeawaysThe Nikkei 225 Index (^NI225) surged 1.4% to reach a fresh record high above the 59,000 mark, driven by dovish signals from the Japanese government and a tech-led rally.Japanese 10-year Government Bond (JGB) yields rose 3 basis points to 2.165%, reflecting a market balancing act between reflationary fiscal policy and cautious central bank tightening.The US Department of Justice dropped all charges against three Chinese scientists at the University of Michigan following diplomatic talks and inte ...

早盘，算力硬件股持续活跃，PCB、CPO、液冷服务器概念均表现强势，深南电路、大族激光、沪电股份、广合科技、川润股份涨停。 相关行业： 算力芯片：AI大模型训练与推理需求爆发式增长，带动高性能GPU、HBM高带宽内存等算力芯片产品供不应求，产品价格与订单量同步上行。具备先进芯 片研发设计能力、拥有成熟量产工艺的企业，将直接受益于行业高景气度，业绩增长确定性较强。 PCB：高算力服务器对PCB的层数、信号传输速率、散热能力等性能指标提出更高要求，高端通信板、服务器板需求持续提升。随着国内外智算中心、超算 中心加速开工建设，具备高端PCB生产能力的厂商将迎来订单规模与产品价值量的双重增长。 CPO：共封装光学技术能够有效解决高速数据传输中的功耗与带宽瓶颈，完美适配下一代算力系统的升级需求，技术落地进程正在不断加快。掌握CPO核心 封装工艺、拥有光引擎等关键产品布局的企业，将充分受益于算力网络的带宽升级浪潮。 | 概念 | 行业 | 地域 | 风格 | | | --- | --- | --- | --- | --- | | 热力图 | | | | | | 名称 | | 涨跌幅▼ | | 资金消 | | 电路板指数 ...

Company Performance - Nvidia reported a 73% year-on-year rise in quarterly revenue to $68.1 billion for Q4 of fiscal year 2026, marking the highest-ever quarterly revenue for the company and exceeding analysts' expectations of $65.8 billion [1][10] - The company anticipates next quarter revenue could reach $78 billion [1] - Nvidia's gross profit margin was around 75%, and it generated $34.9 billion in free cash flow [2][10] - The diluted EPS increased by 98% year-on-year to $1.76 during the quarter [2][10] Market Reaction - Following Nvidia's results, US stock markets rose, with the Nasdaq Composite gaining approximately 1.3%, the Dow Jones Industrial Average increasing by 0.63%, and the S&P 500 rising by 0.81% [6][10] - The S&P Software & Services index saw a jump of 2.9%, while Nvidia shares increased by around 3% [6][10] Industry Insights - Nvidia's CEO Jensen Huang highlighted the exponential growth in computing demand and the significant rise in enterprise adoption of AI technologies, indicating a pivotal moment for AI [5][10] - Indian IT stocks have experienced volatility, with the Nifty IT index dropping 21% this month, influenced by new AI tools from Anthropic that raised concerns about potential disruptions in the sector [7][10] - Research Analyst Sushovon Nayak from Anand Rathi Institutional Equities believes the AI technology cycle is in its early monetization phase, with Indian IT likely to benefit from increased AI spending [8][10] - Nayak suggests that investors should consider gradually accumulating select IT stocks, especially during price declines of 5-7%, as the recent weakness may be nearing a bottom [9][10]

在AI及算力发展浪潮的驱动下，自2025年第三季度起，全球存储市场迎来涨价行情。业内人士普遍预 计，全球存储芯片涨价将持续2026年一整年。2025年底以来，中微半导、必易微、国科微、英集芯、美 芯晟、欧姆龙、ADI、英飞凌等多家国内外公司，已经宣布了产品涨价。涨价主要原因是上游原材料成 本上涨，导致制造成本上升。 截至2026年2月26日 10:33，上证科创板芯片指数下跌0.64%。成分股方面涨跌互现，仕佳光子领涨 2.66%，芯原股份上涨2.04%，睿创微纳上涨1.39%；中船特气领跌，龙芯中科、晶合集成跟跌。 天风证券认为，数字芯片设计行业在科技板块中前景明朗，其预收账款和合同负债指标持续高增，表明 订单需求强劲，AI服务器和高效能运算的长期需求将支撑行业增长确定性。 数据显示，截至2026年1月30日，上证科创板芯片指数前十大权重股分别为澜起科技、海光信息、中芯 国际、寒武纪、中微公司、芯原股份、华虹公司、佰维存储、拓荆科技、源杰科技，前十大权重股合计 占比59%。 科创芯片ETF（588200）跟踪上证科创板芯片指数，是布局科创板芯片板块的便利工具。 没有股票账户的场外投资者可以通过科创芯片ETF ...