本周在美国通胀报告过后，市场焦点正式转向美股最新财报季的开幕。对于2025年第四季度美股财报的展望，目前市场共识较为乐观，但板块表现将出现显 著分化，这种乐观情绪主要集中在信息技术行业。 摩根大通(JPM)和纽约梅隆银行(BK)已于周二公布业绩，美国银行(BAC)、富国银行(WFC)和花旗集团(C)等银行股将于周三公布业绩，芯片制造商台积电 (TSM)将于周四公布业绩，下周，奈飞(NFLX)、英特尔(INTC)等重磅财报继续披露。 FactSet预计标普500指数成分股公司第四季度财报将连续第十个季度实现年度利润增长，预计到2025年底，该指数成分股公司整体盈利将比上年增长8.3%， 意味着连续第十个季度实现同比增长。营收预计将增长7.6%，延续连续21个季度增长的势头，为自2022年第三季度以来的第二高增速。 金融板块打响头阵：银行股的表现被视为经济活动和市场情绪的晴雨表。市场预期投行业务（尤其是并购咨询）和交易业务的复苏将成为主要增长动力。具 体公司的盈利预期分化明显，例如花旗集团和纽约梅隆银行的预期增速较为领先。 科技股叙事面临验证：以AI为核心的科技股牛市叙事将迎来业绩考验。台积电的财报被视为全球AI ...

Group 1 - The core viewpoint of the news is that Shengke Communication has seen a significant increase in its stock price, rising by 5.54% to reach 137.73 yuan per share, with a total market capitalization of 564.69 billion yuan as of January 14 [1] - Shengke Communication, established on January 31, 2005, specializes in the research, design, and sales of Ethernet switching chips and related products, with its main business revenue composition being 72.43% from Ethernet switching chips, 11.94% from Ethernet switching chip modules, 10.48% from Ethernet switches, 3.18% from customized solutions and others, and 1.97% from licensing [1] Group 2 - Tianzhi Fund has a significant holding in Shengke Communication, with its Tianzhi China Manufacturing 2025 Mixed Fund (350005) holding 3,074 shares, accounting for 2.51% of the fund's net value, making it the seventh-largest holding [2] - The Tianzhi China Manufacturing 2025 Mixed Fund was established on May 8, 2008, with a latest scale of 15.5074 million yuan, achieving a year-to-date return of 11.23% and a one-year return of 33.86% [2]

智通财经APP获悉，周二，英特尔(INTC.US)和AMD(AMD.US)股价盘初走高涨超5%，消息面上， KeyBanc Capital Markets将英特尔和AMD评级上调至"增持"，目标价分别为60美元和270美元。该行 称，这两家芯片制造商2026年的服务器CPU基本售罄，这一情况源于服务器与个人电脑处理器需求超预 期增长，导致芯片库存加速消耗。 ...

（央视财经《天下财经》）当地时间12日，美国芯片制造商英伟达公司和美国礼来制药公司宣布，将成 立一家联合创新人工智能实验室，以重塑AI时代的药物研发模式。两家公司计划在未来五年内共同投 资10亿美元用于基础设施和研究。 据透露，这笔高达10亿美元的投资将在五年内完成，用于AI实验室的基础设施、算力以及人才队伍建 设。英伟达公司的工程师将与礼来公司生物学和医学领域的专家展开合作，生成大量数据并构建AI模 型，以推动新药的研发。两家公司表示，联合创新AI实验室的工作将于今年年初启动。有分析人士指 出，大型制药公司与科技巨头的合作今后将成为一种趋势，因为药企单独依靠内部研发已难以应对日益 复杂的疾病挑战和高昂的研发成本。有数据显示，过去一款新药的研发平均需要10年到15年时间，以及 20亿到30亿美元的投入，而AI技术有望将资金成本降低40%以上，并大大缩短研发周期。 12日，消息公布后，礼来公司股价收涨1.64%。截至当天，过去一年礼来股价的累计涨幅已超过36%， 超过标普500指数同期约20%的涨幅。这家公司在去年11月成为全球首家市值达到1万亿美元的制药企 业。而英伟达目前是全球市值最高的公司，市值达到4.4 ...

Core Insights - Nasda has launched the world's first DSP chip G32R501 based on Arm® Cortex®-M52 dual-core architecture, designed for embodied robot applications, offering high computational performance, sensitive signal acquisition, and precise real-time control [2] Group 1: Product Features - The G32R501 chip utilizes Arm Helium technology and proprietary Zidian mathematical instruction extension units to meet the high computing power, efficiency, and precision requirements for perception, decision-making, motion control, and efficient human-robot interaction in embodied robots [2] - The company provides high-voltage servo controller solutions and six-axis robot joint drive controller solutions based on the G32R501 and EtherCAT communication chips, employing a dual-core parallel processing design to enhance dynamic performance, load capacity, precision, and response speed of robots [2] Group 2: Product Portfolio - The product lineup for humanoid robots includes joint controllers, real-time control DSP chips for dexterous hands, smart encoder chips, cerebellum computing chips, battery management master control chips, visual radar sensor chips, and torque sensor chips [2] - Some products have already been shipped in bulk to companies in the robotics and industrial automation sectors, such as Yushu Technology and Huichuan Technology [2]

Core Viewpoint - The collaboration between Xingyu Co., Chip Alliance, and Hubei Jiufengshan Laboratory aims to establish Wuhan Xingxi Optical Technology Co., Ltd. with a total investment of 3 billion yuan to accelerate the localization of Micro-LED technology in the automotive sector [2][14]. Group 1: Strategic Collaboration - The partnership is a result of years of expertise in their respective fields, with Xingyu Co. being a leader in automotive lighting, Chip Alliance holding core capabilities in chip manufacturing, and Hubei Jiufengshan Laboratory being a top platform for compound semiconductor research [3][16]. - The three parties will integrate their strengths in "automotive application scenarios + chip manufacturing capabilities + cutting-edge technology research" to ensure seamless transition from technology development to industrial implementation [3][16]. Group 2: Investment and Focus Areas - Wuhan Xingxi Optical Technology Co., Ltd. was officially established on January 10, 2026, with a registered capital of 200 million yuan. The 3 billion yuan investment will focus on the industrialization of Micro-LED technology, starting with automotive lighting and expanding into micro-displays, optical interconnects, optical communications, and AI displays [3][16]. - The strategic cooperation will focus on five key areas: collaborative R&D, joint project applications, talent exchange, project incubation, and deep supply chain collaboration [4][17]. Group 3: Domestic Breakthrough and Industry Upgrade - The collaboration aims to accelerate the application of Micro-LED technology in automotive and other fields, contributing to the high-end and intelligent upgrade of the Chinese automotive industry [5][18]. - Xingyu Co. has already made significant strides in the Micro-LED field, including the development of the iVISION intelligent headlight, which integrates dedicated SoC chips with Micro-LED light source chips [5][18]. - This 3 billion yuan industrial layout marks the beginning of a collaborative win for the three companies and signifies the entry of China's Micro-LED industry into a new phase of large-scale development [5][18].

Group 1 - The core focus of the article is on the upcoming earnings reports from major banks and their potential impact on the stock market, alongside the significance of the December CPI report [1] - Major banks including JPMorgan Chase and BNY Mellon are set to release their earnings today, with JPMorgan's CEO Jamie Dimon expected to share insights on the market and the U.S. economy [1] - Other banks such as Bank of America, Citigroup, and Wells Fargo will report their earnings tomorrow, while Morgan Stanley, Goldman Sachs, and BlackRock will follow on Thursday [1] Group 2 - Delta Air Lines is also scheduled to announce its earnings today, indicating a broader interest in the performance of the airline sector [1] - Taiwan Semiconductor Manufacturing Company (TSMC) will disclose its fourth-quarter earnings on Thursday, which is particularly noteworthy given its role as a bellwether for the semiconductor industry amid prevailing AI valuation risks [1]

中国经济网北京1月13日讯 英集芯(688209.SH)今日股价下跌，收报21.83元，跌幅3.36%。 英集芯于2022年4月19日在上交所科创板上市，发行新股数量为4200.00万股，发行价格为24.23 元/股，保荐机构（主承销商）为华泰联合证券有限责任公司，保荐代表人为张鹏、田来。该股目前处 于破发状态。 英集芯首次公开发行股票的发行费用（不含税）总额为11026.50万元，其中，承销及保荐费用 9070.04万元。 (责任编辑：徐自立) 英集芯首次公开发行股票募集资金总额为10.18亿元，募集资金净额为9.07亿元。英集芯实际募资 净额比原拟募资多5.07亿元。英集芯于2022年4月14日披露的招股说明书显示，该公司原拟募集资金 4.01亿元，分别用于电源管理芯片开发和产业化项目、快充芯片开发和产业化项目、补充流动资金项 目。 ...

韩国芯片制造商SK海力士周二宣布，计划投资19万亿韩元（约合129亿美元）新建一座先进封装工厂，以应对人工智能技术蓬勃发展所引发的高 带宽内存（HBM）需求激增。 根据声明，新工厂将主要聚焦于先进封装技术，这是提升芯片性能与能效的关键环节。该设施将位于韩国清州市，依托公司现有的生产布局进行 扩建。SK海力士表示，建设计划于今年4月启动，预计在2027年底完工投产，届时将大幅提升其将多个存储芯片集成至单一高密度单元的能力。 新工厂将专注于先进封装工艺，该工艺通过将多个存储芯片组合成一个高密度单元，能够在减小芯片整体尺寸的同时，显著提升数据处理速度和 能源效率。这种技术路线对于满足下一代AI处理器对带宽和能耗的严苛要求至关重要。 供应紧缩与价格上涨压力 尽管HBM市场前景广阔，但其生产过程远比用于大多数消费电子产品的传统存储器更为复杂和严苛。随着芯片制造商纷纷将产能转向满足AI驱动 的高端需求，传统存储芯片的供应已出现紧张迹象。 研究机构TrendForce上周发布报告称，预计本季度包括HBM在内的动态随机存取存储器（DRAM）平均价格将较2025年第四季度上涨50%至 55%。DRAM通常指大多数计算机中用于临 ...

Group 1 - The Trump administration is making a $150 million equity investment to support the construction of the only large-scale gallium producer in the U.S. [1] - The investment is part of a strategic partnership with Atlantic Aluminum Company (ATALCO), which has been processing bauxite into alumina since the late 1950s [1] - The U.S. Department of Defense has invested $150 million in preferred stock in ATALCO, which will use these funds along with an additional $300 million from Concord Resources Holdings to increase alumina production and establish a large-scale gallium production system [1][2] Group 2 - ATALCO is expected to achieve an annual production of over 1 million tons of alumina and up to 50 tons of gallium, with funds aimed at revitalizing its production facility in Gramercy, Louisiana [2] - Alumina and gallium are critical for aerospace and defense systems, semiconductors, and energy-related technologies [2] - The investment is part of the Department of Defense's "Industrial Base Analysis and Sustainment Program," aimed at strengthening the U.S. industrial base [2]