巴克莱银行分析师汤姆·奥马利在给客户的报告中写道："这家小盘公司确实拥有人工智能业务敞口，并 在MEMS时序领域拥有更优的解决方案。预计在 2026/27 日历年，其通信、企业和数据中心业务 （CED）将同比分别增长 46% 和 34%。""该公司正以更优的解决方案进军一个'数十亿美元规模的可触 达市场'，并不断丰富其产品线（如时钟等）。同时，他们还受益于 Credo Technology (CRDO.US) 的主 动电缆（AEC）以及英伟达 (NVDA.US) 的交换机业务，这也是我们最看好的两大趋势。" 智通财经APP获悉，巴克莱发布研报，将模拟芯片制造商SiTime(SITM.US)评级从"减持"上调至"持 有"，并将目标价从 260 美元上调至 360 美元。 （原标题：小盘股也有大AI题材！巴克莱上调SiTime(SITM.US)评级，目标价飙升至360美元） ...

Group 1: Asian Infrastructure Investment Bank (AIIB) - AIIB President Jin Liqun will complete his term on January 15, 2026, after being elected as the first president in 2016 and re-elected in 2020. He expresses confidence in the future leadership of the new president, Zhao Jiayi [1] - AIIB, headquartered in Beijing with China as the largest shareholder, has grown its membership to 111 countries and approved nearly $70 billion in financing over its ten years of operation, contributing significantly to global infrastructure development and financial governance [1] Group 2: Xibei Restaurant - Xibei Restaurant confirmed the closure of 102 stores, accounting for approximately 30% of its total outlets, affecting around 4,000 employees. This decision stems from ongoing operational difficulties triggered by the pre-made food controversy in September 2025 [15] - The founder, Jia Guolong, acknowledged this event as the company's biggest external crisis and reflected on the need for better consumer engagement. Xibei is implementing measures such as product customization, a nearly 20% price reduction on core products, and the promotion of "sunshine kitchens" to recover from the crisis [15] Group 3: Monetary Policy - The People's Bank of China announced a 0.25 percentage point reduction in various structural monetary policy tool rates on January 15, 2026, aimed at lowering bank funding costs and directing credit resources to key areas such as small and micro enterprises, technological innovation, and green development [16] - This move is seen as a specific measure to implement a flexible monetary policy and conduct counter-cyclical adjustments, helping to stabilize market expectations and create space for potential future policy rate cuts [16] Group 4: U.S. Oil Sales - The U.S. has officially begun selling Venezuelan oil, with the first transaction valued at $500 million. This marks a significant shift in U.S. energy policy towards Venezuela, aimed at alleviating global energy supply pressures [17] Group 5: SF Express and Jitu - SF Express and Jitu announced a strategic shareholding agreement worth HKD 8.3 billion, with both companies acquiring 10% and 4.29% of each other's shares, respectively, with a five-year lock-up period [18] - This partnership signifies a transition from business collaboration to capital and strategic synergy, aiming to integrate SF's cross-border logistics advantages with Jitu's overseas last-mile network to expand in global markets [18] Group 6: U.S. Stock Market - On January 16, U.S. stock indices collectively rose, with the Dow Jones, S&P 500, and Nasdaq increasing by 0.60%, 0.26%, and 0.25%, respectively. Chip stocks performed strongly, driven by TSMC's impressive earnings report [19][20] - The banking sector also showed robust performance, with major financial institutions like BlackRock, Morgan Stanley, Goldman Sachs, and Citigroup seeing their stock prices rise [19][20] Group 7: Chinese Household Deposits - By the end of 2025, China's household deposit balance reached a record high of CNY 166.41 trillion, with broad money (M2) increasing to CNY 340.29 trillion. The M2 growth rate indicates a loose funding environment, while the M1 growth rate reflects insufficient corporate expansion willingness [23] Group 8: State Grid Investment - The State Grid plans to invest CNY 4 trillion during the 14th Five-Year Plan period, a 40% increase compared to the previous plan. The investment will focus on supporting the annual addition of 200 million kilowatts of renewable energy installations and enhancing system regulation capabilities [27] - This initiative aims to improve the capacity for west-to-east power transmission and support the development of clean energy bases, driving growth in the industry chain [27] Group 9: Kweichow Moutai - Kweichow Moutai has significantly reduced the contract prices for several key products and increased the volume on its direct sales platform "iMoutai" in early 2026. This decision follows a decline in the company's growth rate to a near ten-year low in Q3 2025 [28] - The company is responding to market pressures by lowering prices and strengthening direct sales, which may undermine its products' perceived financial attributes [28]

Stocks rose Thursday as tech shares rallied following strong earnings from the world's largest contract chip maker and President Donald Trump appeared to downplay the chances of U.S. military intervention in Iran. ...

US stocks rose on Thursday, in a recovery from back-to-back losses as chip linchpin TSMC's strong outlook boosted AI hopes and bank stocks rallied after upbeat earnings reports from two Wall Street heavyweights. The tech-heavy Nasdaq Composite (^IXIC) edged up nearly 0.3%, paring more significant gains from earlier in the session. The S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) gained 0.3% and about 0.6%, respectively, bouncing back from two consecutive days of losses for the Wall Street index ...

Group 1 - Trump's recent social media post suggests that if the Supreme Court rules against his tariff policy, the U.S. economy could face severe consequences [1][3] - The tariff policy, implemented through an executive order, has faced legal challenges from multiple states and corporations, claiming it violates the Constitution by bypassing Congress [3][5] - If the Supreme Court rules against the tariffs, the U.S. government may have to refund hundreds of billions of dollars in tariffs and additional costs incurred by businesses, potentially exceeding one trillion dollars [3][5] Group 2 - Analysts suggest that China could play a crucial role in alleviating the situation, as the U.S. relies heavily on Chinese imports, particularly in the electronics sector where two-thirds of chips come from China [7][8] - A ruling against the tariffs could prompt the U.S. to adjust its strategy and collaborate with China, potentially avoiding significant refunds and allowing U.S. companies to benefit from the Chinese market [8][10] - Previous trade talks between the U.S. and China have shown that cooperation can ease pressures on businesses, indicating a mutual benefit in reducing tariffs [10][12] Group 3 - The potential ruling could have broader implications, affecting not only U.S.-China relations but also the global supply chain, with other countries like the EU also expressing concerns over U.S. tariffs [14][16] - Trump's approach to tariffs appears to be short-sighted, as legal challenges threaten the foundation of his manufacturing strategy, highlighting the need for dialogue with China [16][18] - The current economic climate necessitates a reevaluation of unilateral trade policies, emphasizing the importance of cooperation for global economic stability [18]

Core Viewpoint - The article emphasizes the importance of finding a balance between resource exploitation and environmental sustainability, particularly in the context of the U.S. seeking to secure resource dominance globally, with Greenland as a focal point for future AI development [4][8]. Group 1: Resource Significance - Greenland is rich in various mineral resources, including graphite, copper, nickel, and iron ore, which are crucial for high-end chip manufacturing and the AI industry's growth [5]. - China currently dominates the global rare earth supply chain, holding approximately 36% of the reserves and producing over 80% of the output, with export controls expected to begin in 2025 [5]. Group 2: AI Development and Resource Competition - The competition for resources has intensified globally, with chips being fundamental to AI computing power and electricity serving as an accelerator for this power [6]. - The high latitude and cold climate of Greenland could provide natural cooling solutions for data centers, reducing energy consumption and operational costs [6]. Group 3: Energy Sources and Sustainability - Currently, hydropower accounts for about 80% of Greenland's electricity supply, with five small hydropower stations providing green energy to local towns [6]. - Although wind energy resources in Greenland are yet to be developed, the potential for wind power as a significant clean energy supplement exists [7].

格隆汇1月15日｜荷兰芯片设备制造商阿斯麦(ASML.US)美股盘前涨近5%报1326美元，开盘势创历史新 高。此前其亚洲同业台积电2025年Q4业绩超预期，且对2026年的展望亦超预期。 另外，摩根大通发布研报称，受来自台积电和三星电子的订单推动，预计阿斯麦第四季度订单额将达到 70亿欧元，较市场共识预期高出约4%。该行维持其对阿斯麦美股的"增持"评级，目标价为1518美元。 这一目标价较该股1月14日收盘价有约20%的上涨空间。 | ASML 阿斯麦 | | | --- | --- | | 1263.720 ↓ -6.440 -0.51% | 收盘价 01/14 16:00 美东 | | 1326.110 + 62.390 +4.94% | 盘前价 01/15 04:37 美东 | | 二 24 24 号 8 日 0 自选 | ● 快捷交易 | | 最高价 1273.270 | 开盘价 1267.120 成交量 153.65万 | | 最低价 1249.620 昨收价 1270.160 | 成交额 19.44亿 | | 平均价 1264.968 市空率 44.79 | 总市值 4895.65亿 ( ... ...

1月15日，港股三大指数集体收跌，并且止步4连升行情。恒生科技指数一度大跌至2%，最终收跌1.35%，恒生指数、国企指数分别 下跌0.28%及0.52%，恒指最新报26923点。 | 代码 名称 | 最新价 涨跌额 涨跌幅 ^ | | --- | --- | | 800700 恒生科技指数 | 5828.35 -79.91 -1.35% | | 800100 国企指数 | 9266.86 -48.70 -0.52% | | 900000 同年毕业 2602362 7610 00204 | | 盘面上，AI应用相关概念股集体低迷，AI医疗概念股跌幅较大，其中阿里健康跌近8%；手游股、纸业股、影视股、中资券商股、 煤炭股、餐饮股、军工股纷纷下跌。另一方面，半导体巨头台积电第四季度净利润飙升35%，港股半导体午后闻声上涨，权重股中 芯国际涨近2%，政策红利继续释放，内房股集体冲高，锂电池股继续上涨，中创新航实现6连升。 | | | 电讯服务 | 能源储存装 | 地产发展商 +1.99% | 生物技术 -0.37% | | 药品 -0.63% | | --- | --- | --- | --- | --- | --- ...

Core Insights - Wisdom Eye Technology Co., Ltd. and Haiguang Information Technology Co., Ltd. have signed a strategic cooperation agreement focusing on the healthcare industry, leveraging their strengths in AI and controllable computing chips to promote the integration of domestic technology and industry applications [1][2] - The collaboration aims to enhance the penetration and substitution capabilities of domestic products in critical sectors like healthcare, addressing the increasing demand for computing power in the context of China's rapid digital economy growth [1][3] R&D Collaboration - Wisdom Eye will utilize its expertise in computer vision, natural language processing, and its "Bianshi" model to optimize AI applications in healthcare, in conjunction with Haiguang's high-performance CPU and DCU products [2] - The partnership will create integrated solutions combining software and hardware, with Wisdom Eye focusing on application adaptation and optimization, while Haiguang provides foundational computing support [2] Market Expansion - Both companies will act as priority partners, closely collaborating on project implementation and solution promotion, aiming to capture market opportunities in the healthcare sector and accelerate the large-scale deployment of domestic solutions [2][3] - The cooperation is expected to establish a complete domestic closed-loop system encompassing chips, computing power, algorithms, scenarios, and services, addressing the "chip shortage" in medical AI [3] Future Outlook - The ongoing collaboration is anticipated to yield influential domestic solutions in the healthcare sector, contributing to the construction of "Digital China" and "Healthy China" [3]

OpenAI周三表示，该公司将在三年内从芯片制造商Cerebras购买至多750兆瓦的计算能力。据知情人士 透露，该交易在合同期内的总价值超过100亿美元。 这家ChatGPT制造商计划利用Cerebras开发的系统来为其广受欢迎的聊天机器人提供动力，这是OpenAI 近期达成的一系列数十亿美元交易中的最新一笔。 OpenAI在其网站上发布的一篇文章中表示："将Cerebras集成到我们的计算解决方案组合中，旨在大幅 提升人工智能的响应速度。" Cerebras以其晶圆级引擎而闻名，这些芯片旨在加速大型人工智能模型的训练和推理，与英伟达和其他 人工智能芯片制造商的产品展开竞争。 责任编辑：于健 SF069 OpenAI周三表示，该公司将在三年内从芯片制造商Cerebras购买至多750兆瓦的计算能力。据知情人士 透露，该交易在合同期内的总价值超过100亿美元。 这家ChatGPT制造商计划利用Cerebras开发的系统来为其广受欢迎的聊天机器人提供动力，这是OpenAI 近期达成的一系列数十亿美元交易中的最新一笔。 这也凸显了该行业对计算能力的强劲需求，各公司竞相构建能够媲美甚至超越人类智能的系统和应用程 序 ...