Group 1 - The company held its 30th meeting of the sixth board of directors on January 12, 2026, where all 7 directors were present and the meeting complied with relevant laws and regulations [2] - The board approved a proposal to increase capital for its wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd. (Dawi Chuangxin), by 140 million RMB, and subsequently, Dawi Chuangxin will increase capital for its wholly-owned subsidiary, Chip Exchange Technology Hong Kong Limited (Chip Exchange Hong Kong), by 2 million USD [3][7] - After the capital increase, Dawi Chuangxin's registered capital will rise from 30 million RMB to 170 million RMB, and Chip Exchange Hong Kong's registered capital will increase from 1 million USD to 2.1 million USD [3][7] Group 2 - The capital increase is aimed at enhancing the company's competitiveness in the semiconductor storage market, which is experiencing growth due to rising demand driven by advancements in big data, AI, IoT, and 5G technology [12] - The company has established an efficient global delivery network leveraging Hong Kong's logistics advantages, which supports both domestic and international customer needs [12] - The capital increase will strengthen the subsidiary's financial capacity and support its business expansion, aligning with the company's long-term strategic goals [12]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

行情速递 / Part 01 ①大盘指数，北证50 (+5.35%)/科创50 (+2.43%)/创业板指(+1.82%)/深证成指(+1.75%)/上证指数(+1.09%)/ ②TMT领涨板块，SW营销代理(+14.01%)/SW门户网站(+10.85%)/SW大众出版(+10.61%)/ ③TMT领跌板块，SW印制电路板(-1.82%)/SW分立器件(-0.33%)/ 国内新闻 / Part 02 ①艾邦ARAI眼镜资讯，歌尔股份拟参设6.9亿基金/主要投资领域聚焦于科技前沿/包括人工智能、XR与空间计算、新 材料与先进制造、立体出行以及半导体等方向/ ②半导体投资联盟，沪电股份宣布/公司已成功掌握M9等级高速材料及其与常规材料的混压工艺/可充分满足高速信 号传输对介质特性的严苛要求/标志着其在高端 PCB核心技术领域实现关键突破/ ③半导体材料与工艺设备，上海市政府发布《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》/支 持集成电路企业瞄准装备、先进工艺、光刻胶材料、3D封装/实现全产业链突破/培育一批具有国际竞争力的龙头企 业/ ④半导纵横，黑芝麻智能募资5.68亿港元/此次认购所 ...

21智讯01月12日电，江波龙在投资者关系活动中表示，UFS4.1是消费级存储高端产品，为Tier1大客户 旗舰智能终端机型的首选配置，具备广阔的市场空间。目前全球仅有少数企业具备芯片层面开发 UFS4.1产品的能力，公司搭载自研主控的UFS4.1产品在制程、读写速度及稳定性方面优于市场可比产 品，已获得闪迪等存储原厂及多家Tier1大客户的认可，相关产品导入工作正加速推进。 ...

大公司： 马来西亚通信和多媒体委员会11日发表声明说，当天起临时限制马来西亚互联网用户访问美国企业家埃 隆·马斯克旗下的人工智能（AI）聊天机器人"格罗克"（Grok）。声明说，采取这一监管措施是鉴于"格 罗克"被滥用于生成淫秽色情、极具冒犯性且未经当事人同意的合成图像内容，包括涉及女性及未成年 人的内容。 加拿大Kepler公司发射10颗卫星 加拿大初创企业Kepler通信公司通过SpaceX成功发射10颗全新低地球轨道卫星，此举是该公司搭建天基 高速电信服务网络的最新进展。 泰胜风能回应投资中科宇航和星河动力传闻：不属实 36氪获悉，针对投资者关于"请问公司投资商业航天企业中科宇航和星河动力是否属实？"的问题，泰胜 风能在互动平台表示，公司未投资上述企业，上述信息不属实。 被传离职？小米卢伟冰发文：今天上班 近日，有市场消息称小米集团合伙人、总裁卢伟冰辞职，引发部分网友关注。微博词条数据显示，"小 米卢伟冰辞职"话题已有60.6万阅读量。值得注意的是，卢伟冰在微博认证的小米职务并未发生变化。1 月12日，卢伟冰还转发了小米汽车动态，并配文称"今天上班"，用上班动态辟谣离职传闻。 韩国制定今年出口160亿美 ...

中国经济网北京1月12日讯豪威集成电路(集团)股份有限公司(以下简称"豪威集团（603501）"，00501.HK)今日在港交所上 市。截至今日收盘，豪威集团报121.80港元，涨幅16.22%。 豪威集团是一家全球化Fabless半导体设计公司，CMOS图像传感器(CIS)是该公司主要产品。 根据配发结果公告，豪威集团本次发售股份数目为45,800,000股股份，其中，香港公开发售的发售股份数目为4,580,000股股 份，国际发售的发售股份数目(于超额配售权获行使前)为41,220,000股股份。豪威集团于上市时已发行的股份数目(于超额配 售权获行使前)为1,255,474,412股股份。 | 發售股份及股本 | | | --- | --- | | 發售股份數目 | 45,800,000 | | 香港公開發售的發售股份數目 | 4,580,000 | | 國際發售的發售股份數目(於超額配售權獲行使前) | 41,220,000 | | 於上市時已發行的股份數目(於超額配售權獲行使前)(1) | 1,255,474,412 | 豪威集团本次发行最终发售价为104.8港元，所得款项总额为4,799.8百万港元 ...

Group 1: Core Insights - The global AI industry is experiencing a dual iteration of computing power models, leading to the commercialization of AI applications such as ChatGPT Health, with significant advancements in AI-assisted healthcare and humanoid robots [2][6] - AI chip companies are launching next-generation platforms to enhance computing power support, with NVIDIA introducing the Vera Rubin platform and several collaborative design chips, thereby reducing the cost threshold for enterprises to operate large models [3][5] - Overseas companies are accelerating the commercialization of large AI models through substantial financing, while domestic firms are exploring market opportunities via open-source tools and engineering innovations [4][6] Group 2: Key Events - On January 6, AMD unveiled a comprehensive AI chip covering data centers, AI PCs, and embedded edge applications, with plans for a 2nm process MI500 series to be launched in 2027 [5] - On January 7, xAI announced it had exceeded $20 billion in Series E funding, significantly surpassing market expectations, with funds allocated for GPU cluster expansion and Grok 5 model training [5] - OpenAI launched "ChatGPT Health" on January 7, which integrates user health information with electronic medical records, tapping into a projected global AI healthcare market expected to reach approximately $505.59 billion by 2033 [5][6] Group 3: Industry Trends - The AI healthcare sector is entering a commercialization acceleration phase, with companies like OpenAI and Ant Group's AI medical app making significant strides in personalized consultation services [6] - In the humanoid robotics sector, collaborations such as DeepMind with Boston Dynamics are integrating advanced models into new generation humanoid robots, showcasing capabilities for various applications [6] - The report highlights a noticeable market trend towards higher elasticity in technology growth styles, with funds being preemptively allocated to capitalize on potential spring market movements [7] Group 4: Recommended Companies - The report recommends companies such as Ding Tai Gao Ke, which is experiencing high growth driven by AI PCB demand [8] - It also highlights Zhi Pu as a new AI player in the Hong Kong market, focusing on model iteration and ecosystem development [8] - MINIMAX-WP is noted as a benchmark for AI expansion overseas, with a multi-modal layout for future growth [8]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301306 | 西测测试, | 子 | 10.95 | 138亿 | 43.36 | | 300053 | 航宇微 | 1 | 10.08 | 167亿 | 25.71 | | 002935 | 天奧电子 | 1 | 10.02 | 108亿 | 13.96 | | 300455 | 航天智装 | 1 | 8.48 | 274亿 | 26.96 | | 688053 | ST思科瑞 | | 8.35 | 51.91亿 | 41.25 | | 300672 | 国科微 | 1 | 6.15 | 272亿 | 16.30 | | 688611 | 杭州柯林 | | 5.92 | 98.58 Z | 26.39 | | 600584 | 长电科技 | 1 | 5.54 | 778亿 | 18.16 | | 688012 | 中微公司 | 1 | 5.59 | 2226亿 | 30.35 | | 002413 | 雷科防务 | 1 | 5.46 | 254亿 | ...

AI播客：换个方式听新闻 下载mp3 存储价格持续上涨，行业成本线被迫重写 从结构上看，本轮涨价并非短期补涨，而是建立在此前长时间低迷周期之上的"急转直上"。 在2023年至2024年经历了长时间价格下探和去库存后，头部存储厂商主动减产、集中产能投向高毛利产 品，为本轮供给收紧埋下伏笔。 Counterpoint在报告中指出，传统服务器DRAM、消费级DRAM和NAND价格在2025年已经累计上涨多 轮，2025年第四季度单季涨幅高达40%—50%，部分高端模组价格涨幅更大。 这种涨势已经在具体产品上得到体现。Counterpoint披露，数据中心常用的64GB RDIMM模组价格从 2025年第三季度的255美元跳涨到第四季度约450美元，并有望在2026年3月前后进一步升至约700美元， 单季度和单年的涨幅都远超上一轮周期。 价格快速上行，使下游整机厂商原有的成本模型迅速失效，过往在其他部件上精细打磨出来的成本优 势，被集中吞噬在"内存"这一单一项上。 音频由扣子空间生成 市场研究机构Counterpoint Research最新发布的存储市场内存月度价格追踪报告显示，全球存储芯片价 格正在经历一轮罕见的 ...

智通财经APP获悉，Counterpoint Research发文称，存储市场已进入"超级牛市"阶段，当前行情甚至超越了 2018 年的历史高点。在 AI 与服务器容量需求持 续激增的推动下，供应商议价能力已达到历史最高水平。预计 2025 年 Q4 存储价格将飙升 40%–50%;2026 年 Q1 还将再涨 40%–50%，2026 年 Q2 预计再 上涨约 20%。 冲击 1,000 美元关口：今年内价格若攀升至 1,000 美元(约合 1.95 美元/Gb)也并不令人意外，这一价格几乎是 2018 年高点(1.00 美元/Gb)的两倍。 物料清单(BoM)成本结构性转变 存储价格的持续上涨正在从根本上改变硬件制造商的 BoM： 智能手机影响：2025 年，存储在 iPhone 17 Pro Max 的 BoM 中占比已超过 10%，相较于 2020 年 iPhone 12 Pro Max 的约 8% 明显跃升。对于搭载 16GB– 24GB LPDDR5X 内存及 512GB–1TB UFS 4.0 存储的旗舰机型，在当前价格上涨背景下，存储成本可能占 BoM 的 20% 甚至更高。 成熟技术挤压：随 ...