1.【AI投资神话遭遇信心红灯，韩国科技股遭受重创 】由于投资者对利率前景的担忧以及对人工智能 相关支出可持续性的质疑，科技股带动的涨势陷入停滞，韩国股市周一大幅下挫。韩国KOSPI指数一 度下跌4%，创下自11月21日以来的最大单日跌幅。自去年初以来领涨全球的芯片巨头三星电子和 SK海力士双双下跌超过4%。多重因素导致投资者对热门股进行获利了结，其中包括对沃什获提名为 下任美联储主席的焦虑以及金属价格的剧烈波动。此外， 英伟达 首席执行官黄仁勋的言论进一步挫 伤了市场信心，他表示拟议中对OpenAI的1000亿美元投资"从未是一项承诺"，这引发了市场对未来 人工智能资本配置规模的新疑虑。Allspring Global Investments投资组合经理Gary Tan表示："黄 仁勋的言论可能产生了短期情绪影响，特别是对今年以来涨幅强劲的人工智能相关股。这些言论主要 是获利回吐的催化剂，因为我们看到市场上一些拥挤交易正在解构。"（新浪财经） 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 17 / 7 + 2 元 投资价值企业 投资机构 及上市 ...

OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得 更加复杂。 据媒体援引多位知情人士表示，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家 AI热潮中最受关注的公司之间的关系变得更加复杂。 OpenAI这一战略转变，源于其对用于执行AI推理中特定环节芯片的重视程度不断提高。所谓推理，是指像支撑ChatGPT应用的AI模型在响应用 户问题和请求时所进行的计算过程。英伟达在训练大型AI模型所需的芯片领域仍占据主导地位，而推理正成为竞争的新战场。 分析称，OpenAI及其他公司决定在推理芯片市场寻找替代方案，标志着对英伟达AI主导地位的一次重大考验。 周一，英伟达收跌近2.9%。 当前，OpenAI和英伟达这两家公司仍在进行投资谈判： 去年9月，英伟达表示，计划向OpenAI投入高达1000亿美元，作为一项交易的一部分。该交易将使英伟达获得这家初创公司的股份，同时为OpenAI提 供购买先进芯片所需的资金。 在此期间，OpenAI已与AMD等公司达成协议，采购可与英伟达竞 ...

美国联邦政府又快关门了。 1月31日凌晨起，多个部门可能停摆。 这不是第一次，但每次都会让公务员焦虑烦躁，也让外界看笑话。 与此同时，特朗普正面临另一场更棘手的危机——他任内推行的"对等关税"政策，已被诉至最高法院。 如果大法官裁定该政策违法，过去十个月征收的巨额税款理论上必须退还。 这笔钱早已花掉，退无可退，财政系统可能因此剧烈震荡。 特朗普甚至公开表示，若处理不当，美国恐沦为"三流国家"。 这两件事压得他喘不过气。 一边是政府运转即将中断，一边是可能引爆财政火药桶的司法判决。 他急需转移视线，也急需向最高法院传递信号。 于是，他在《华尔街日报》上发表文章，宣称自己取得了"前所未有"的贸易胜利：把中国商品在美国进口中的占比压到2001年以来最低水平。 听起来很厉害，但真相远没那么光鲜。 美国从中国进口的确减少了，可从越南、墨西哥、印度的采购却大幅上升。 很多产品只是把最后组装环节挪到这些国家，换个"出生地"，再运往美国。 本质上，还是中国制造，只是多了一道中转手续。 成本反而更高，最终由美国零售商和消费者承担。 这种供应链的强行迁移，并未提升美国本土制造能力，反而推高了物价，劳民伤财。 中国海关的数据更说明 ...

美国芯片股走弱，英伟达(NVDA.O)跌2%，英特尔(INTC.O)跌3%。 本文源自：金融界AI电报 ...

Core Viewpoint - Ankai Micro has confirmed that its chips are widely used in edge intelligent products and can be adapted to various large models based on customer needs [1] Company Summary - Ankai Micro's chips are extensively applied in edge intelligent products [1] - The company has the capability to adapt its chips according to diverse large model requirements from clients [1]

Core Insights - The article highlights the launch of the flagship base model Step 3.5 Flash by Jieyue Xingchen, which is designed for real-time agent workflow scenarios [1] - The announcement includes that Wallran Technology and Suiyuan Technology have completed adaptations to support this model, marking them as the first domestic computing power manufacturers to do so [1] - Both Wallran Technology's Bili 166 series and Suiyuan Technology's L600 chips have achieved rapid compatibility with the new model [1]

如果您希望可以时常见面，欢迎标星收藏哦~ 参参考考链链接接 h tt ps://www. c h o s u n . c om/ e n g lis h /i ndustr y- e n/ 2026/ 02/ 01/ 4VLSUEZEBJEALKFTCXIBB7 5 IZE/ （来源 ： 编译自chosun ） 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 全球市值最高的10家芯片公司 与已固化为三星电子、SK海力士和美光三大巨头的DRAM市场不同，NAND市场竞争激烈且变化 较 大 。 尽 管 排 名 前 两 位 的 三 星 电 子 （ 32% ） 和 SK 海 力 士 （ 20% ） 正 在 减 产 NAND 并 专 注 于 DRAM，但像日本铠侠（排名第三，14%）和美国闪迪（排名第五，12%）这样的 ...

Core Viewpoint - The Hong Kong capital market has experienced a vibrant start in 2026, with a significant number of companies submitting listing applications, reflecting strong confidence in China's new economy sectors [1][2]. Group 1: Listing Activity - A total of 139 companies submitted listing applications to the Hong Kong Stock Exchange in January 2026, with 17 companies applying on January 30 alone [1]. - Notable companies that completed their listings include Mingming Hen Mang, Longqi Technology, and Zhaoyi Innovation, among others, with various sectors represented [1][5]. - The listing activity is characterized by a diverse range of sectors, including new energy, semiconductors, AI, robotics, consumer goods, and biomedicine [2][7]. Group 2: Sector Highlights - The new energy sector has shown particularly strong performance, with companies like Xinnengda and Yiwei Lithium Energy planning to raise funds for overseas market expansion [2][3]. - Xinnengda reported a revenue of 13.89 billion yuan for its consumer battery business in the first half of 2025, with a year-on-year growth of 5.2% and a gross margin of 19.63% [2]. - Yiwei Lithium Energy is focusing its fundraising on the construction of its production base in Hungary, with a total investment of up to 8.654 billion yuan for its new energy storage battery project [3]. Group 3: AI and Robotics Developments - AI chip company Aixin Yuanzhi is set to launch its IPO on February 10, 2026, and is recognized as a key player in the edge AI chip market, holding a 6.8% market share [4]. - The robotics sector is represented by companies like Atonmo Robot, which has seen rapid revenue growth, reaching 157 million yuan in the first nine months of 2025 [3]. - The AI large model sector has also generated market enthusiasm, with companies like Zhipu and MiniMax experiencing significant stock price increases upon their listings [4]. Group 4: Market Dynamics and Policy Support - The surge in listings is attributed to multiple factors, including companies' long-term capital needs and the supportive policies from the Hong Kong Stock Exchange [7][8]. - Recent reforms, such as the 18A and 18C listing rules, have facilitated the entry of biotech and tech companies into the market, allowing for greater flexibility in fundraising [7][8]. - Deloitte predicts that around 160 new stocks will be listed on the Hong Kong Stock Exchange in 2026, raising at least 300 billion HKD (approximately 38 billion USD), indicating a continued trend of high fundraising [8].

Group 1: Company Overview - The company began adjusting prices from Q3 of the previous year, with new prices effectively implemented in Q4 [2] - The company has a significant presence in both domestic and overseas markets, with domestic sales expected to exceed 30% due to increased demand [2] Group 2: Pricing and Market Conditions - The company has adjusted the validity period of many quotes from annual or quarterly to monthly, allowing for more responsive pricing based on market conditions [2] - DRAM prices are still being increased, influenced by supply conditions and market dynamics [3] - The price increase for storage chips is expected to cover cost increases, although the exact future price changes remain uncertain [4] Group 3: Production and Capacity - The company has secured supply agreements with major wafer fabs to meet existing customer demands, but new customer demand is high and challenging to fulfill [3] - The company anticipates that the gross margin for storage chips will stabilize around 30%, with potential for gradual improvement due to current price adjustments [3] Group 4: Future Developments - New DRAM processes are expected to start volume production around mid-year, with revenue contributions anticipated in the following years [5] - The company is monitoring the market for potential price adjustments in LED drivers and other products based on supply chain conditions [5]

Group 1 - The core point of the article is that the company, 富瀚微 (Fuhang Micro), has announced price increases for its edge computing chips in response to investor inquiries on its interactive platform [1] Group 2 - The company is actively engaging with investors through its interactive platform, indicating a focus on transparency and communication [1] - The announcement of price increases suggests a potential strategy to enhance revenue amidst market conditions [1] - The edge computing sector is likely experiencing demand growth, prompting the company to adjust pricing [1]