Workflow
Semiconductor
icon
Search documents
黄仁勋2026年首度来华,现身上海陆家嘴锦德菜市场;iPhone Air三个月暴跌近3000元;俞敏洪谈新东方转型丨邦早报
创业邦· 2026-01-25 01:09
【 iPhone Air 三个月暴跌近 3000 元】 1 月 23 日晚,苹果官方旗舰店开启了 iPhone Air 优惠活 动,官方立减 2000 元,叠加国补到手价 5499 元起。而在第三方电商平台上, iPhone Air 的价格 也进一步走低,在增加以旧换新补贴后,到手价为 5099 元左右。 iPhone Air 国行版于 2025 年 10 月 22 日开售,如今刚刚上市三个月整,其官方价格为 7999 元起,这也意味着其全新机的价格 三个月下跌了 2900 元。 iPhone Air 是去年 9 月份苹果秋季发布会上全新推出的机型,走的超轻薄 路线。采用内置 eSIM 技术,没有实体 SIM 卡槽,重量仅 165 克,厚度仅 5.6 毫米,是苹果迄今最 薄 iPhone 。(新浪财经) 完整早报音频,请点击标题下方小耳机收听 【黄仁勋 2026 年首度来华参加英伟达新年晚会,现身上海陆家嘴锦德菜市场】 1 月 23 日消息, 多位知情人士透露,黄仁勋再度来华,首站到访了英伟达位于上海的新办公室,与员工见面并回答了 诸多员工关注的问题,同时回顾公司 2025 年主要事件。"好几个问题质量不高, ...
10 Best AI Energy Stocks to Buy Now
Insider Monkey· 2026-01-24 14:20
In this piece, we discuss the 10 Best AI Energy Stocks to Buy Now.As the artificial intelligence (AI) spending narrative evolves in 2026, investors are shifting their focus to the energy backbone supporting the AI economy. According to a January 13, 2026, Reuters report, BlackRock stated that investors favoring AI momentum in 2026 remain more bullish on energy and infrastructure providers than U.S. megacap technology stocks.With AI and big tech dominating equity returns in 2025, BlackRock’s Investment Direc ...
Still like Apple's stock as it comes without hyperscaler risk: G Squared's Victoria Greene
Youtube· 2026-01-23 18:55
So, which group is the better buy. Let's ask Victoria Green, G Squared Private Wealth CIO and a CNBC contributor. Victoria, let's start with Apple, which wasn't part of that conversation, but has been down for eight weeks in a row.Some of these high memory prices and others could hurt them down the road this year as consumers bulk. What do you do with the shares here. >> I actually still like Apple a ton.I think it's a great tech and AI play without getting into the hyperscalers and massive debt load. And I ...
Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
Yahoo Finance· 2026-01-23 17:33
Core Insights - Advanced Micro Devices, Inc. (AMD) is recognized as one of the best quantum computing stocks to buy for 2026, particularly due to its strategic collaborations and investments in AI technology [1] Group 1: Strategic Collaborations - Tata Consultancy Services (TCS) has announced a strategic collaboration with AMD to enhance AI adoption, modernize legacy systems, and create secure digital workplaces [1][2] - Both companies plan to invest in talent to develop a pool of experts for co-innovating next-generation AI solutions [2] - Industry-specific GenAI frameworks are expected to be created for sectors such as life sciences, manufacturing, and banking, financial services, and insurance (BFSI) [2] Group 2: AI Performance Enhancements - The collaboration aims to deliver tailored accelerators, frameworks, and best practices to improve AI performance across training and inference workloads [3] - This initiative is designed to help companies fully leverage the capabilities of AI technology [3] Group 3: Data Center Lease - Riot has entered into a Data Center Lease with AMD to provide 25 MW of critical IT load capacity at the Rockdale Site, with an initial term of 10 years [3]
TikTok closes on Oracle-led US deal, Intel stock sinks on weak Q1 outlook
Youtube· 2026-01-23 16:03
Welcome to Morning Brief. I'm Julie Hyman. Let's get to three things you need to know today.First up, Intel shares are plunging as its outlook falls short of expectations. The stock is also under pressure as it says it is struggling with manufacturing issues. We'll dig into the latest results and where Intel's turnaround stands.Plus, in the broader market, stocks are under pressure to close out a volatile week. The S&P 500 now headed for back-toback weekly losses for the first time since June. We'll break d ...
华虹半导体:目标价上调至 134 港元;产品结构优化与制程节点迁移推动毛利率稳健;给予 “买入” 评级
2026-01-23 15:35
22 January 2026 | 10:09AM HKT Equity Research Hua Hong (1347.HK): Raising TP to HK$134; Solid UT rate with product mix optimization and process node migrations; Buy We see a continuous uptrend for Hua Hong, supported by (1) structural growth opportunities driven by clients' increasing preference for local foundries and rising market share of Chinese fabless companies (i.e. Hua Hong's clients) in the global supply chain, (2) improving supply / demand of the semiconductor industry in China, and (3) capacity e ...
Alibaba Reportedly Planning T-Head Spinoff — Eyeing High China Chip Valuations?
Benzinga· 2026-01-23 14:58
China's leading e-commerce company is reportedly considering a spinoff and separate listing for its chip-making unit, following a similar plan by Baiduimage credit: Bamboo WorksKey Takeaways:Alibaba is reportedly weighing a plan to spin off and list its T-Head unit, hoping to join the ranks of other Chinese AI chipmakers with extremely high valuationsShares of rival chipmaker Biren have nearly doubled since their Jan. 2 Hong Kong trading debut, while Moore Threads is up nearly fivefold since its December Sh ...
联动科技(301369.SZ):预计2025年净利润同比增长52.68%–87.16%
Ge Long Hui A P P· 2026-01-23 14:20
1、报告期内半导体行业景气度持续攀升,电动车、新能源、AI及高性能计算驱动半导体产业链加速技 术迭代与市场扩容,半导体测试设备市场需求增长,公司积极把握行业趋势,加大产品研发和市场拓展 力度,强化销售团队的技术化和精细化管理,深化客户的长期合作关系,报告期内经营业绩稳健增长。 2、报告期内公司非经常性损益约为950万元,主要系现金管理收益。 格隆汇1月23日丨联动科技(301369.SZ)公布,预计2025年归属于上市公司股东的净利润3,100万元–3,800 万元,比上年同期增长52.68%–87.16%,扣除非经常性损益后的净利润2,150万元–2,850万元,比上年同 期增长46.99%–94.85%。 ...
证监会同意大普微创业板IPO注册
Xin Lang Cai Jing· 2026-01-23 12:57
1月23日,证监会网站发布批复,同意深圳大普微电子股份有限公司首次公开发行股票并在创业板上市 的注册申请。 1月23日,证监会网站发布批复,同意深圳大普微电子股份有限公司首次公开发行股票并在创业板上市 的注册申请。 ...
芯原股份:2025年年度业绩预告公告
(编辑 袁冠琳) 证券日报网讯 1月23日,芯原股份发布2025年年度业绩预告公告称,公司预计2025年度实现营业收入约 31.53亿元,较2024年度增长35.81%;预计实现归属于母公司所有者的净利润约-4.49亿元,与上年同期 相比亏损收窄1.52亿元,收窄比例为25.29%。 ...