Midday Market Momentum: A Tale of Two TiersAs the final trading week of the first quarter of 2026 kicks off this Monday, March 30th, the U.S. stock market is exhibiting a sharp divergence between blue-chip value and high-growth technology. Midday trading patterns reveal a concerted rotation into cyclical sectors, fueled by a significant spike in energy prices and a cooling of Treasury yields. While the broader market remains in positive territory, the momentum is clearly skewed toward the industrial and ene ...

While 2026 has been a tumultuous year since its very beginning and March brought heightened volatility driven by explosive geopolitical instability and rising oil prices, the ChatGPT artificial intelligence (AI) platform estimates there are strong picks for investors going into April.Indeed, the technology sector has been struggling in earnest since January – though the downturn started already in late 2025 when Nvidia (NASDAQ: NVDA) reached and failed to hold a valuation above $5 trillion – as exemplified ...

| | 1、公司目前已与哪些晶圆原厂建立了长期晶圆供应合 | | --- | --- | | | 作？公司合作对象是否涵盖长江存储与长鑫存储？公司目 | | | 前的晶圆库存和供应安排，能否满足未来业务发展和客户订 | | | 单的需求？公司是否有计划在未来签署较大金额的晶圆采 | | | 购协议？ | | | 答：公司已与包括长江存储、长鑫存储在内的多家国内 | | | 国际晶圆原厂建立了长期、稳定且深度的战略合作关系。基 | | | 于已落地的供应协议安排（长期供货协议等）及高效的库存 | | | 管理机制，公司当前晶圆保障能力不仅能够有力支撑业务的 | | | 稳定运行，也能充分满足公司向 AI 服务器、AI 端侧等领域 | | | 拓展的战略需求，供应链整体具备高度的稳定性与韧性。公 | | | 司将依托与原厂的深度合作优势，综合考量市场供需格局、 | | | 客户需求等因素，择机推进兼顾短期成本效益与长期战略价 | | | 值的采购合作安排。 | | 投资者关系活动 | 2、OpenClaw 等新型 AI 应用在端侧设备上的加速落地， | | 主要内容介绍 | 将如何影响AI端侧存储的市场格局？公司 ...

2025年6月29日TOP2发文 不用给理想入选ICCV高评价, 牛的是理想的工作, 不是ICCV ，这里核心锚点是现在ICCV一年要录用两三千篇论文，对于理想这 种体量的公司而言，在头部会议Main Track发多篇论文是认真做就能做到的事。 ISCA Industry Track则不同，从2020年开始有独立的评审委员会和专门的标识，一年只录取4-6篇左右，要求第一作者必须是工业界，必须是真实量产或准 量产成果。 即这不是说理想M100芯片这事投稿就一定能被录取的，确实是一个挺高的硬门槛。 Camera-Ready时间是2026年5月9日，推测M100芯片的论文会在4月上arXiv，上arXiv后TOP2会尽快向读者分享相关内容。 以下为此前入选ISCA Industry Track的论文，主要内容，后续影响，公司名。 | 公司名 | 主要内容 | 后续影响 | 论文名 | | --- | --- | --- | --- | | IBM | 介绍 IBM POWER9 和 z15 处理器上的硬件数据 | 显著降低了企业级存储的 | Data Compression Accelerator on | | | ...

We hosted SEMICON China Booth on Mar 26 (pictures within) visiting 20+ companies across sub-segments: (1) SPE: NAURA, AMEC, Hwatsing, Leadmicro, ACMR, CFME, E-Town, Accotest, Skyverse, (2) SPE components: Kematek, Sprint-tech; (3) SiC/ CW laser: SICC, TankeBlue, EPIHouse, (4) Semi Material: Anji Micro, KFMI, Huate Gas; and (5) EDA software: Primarius, Semitronix. Overall, we see the new product launches this year focus more on mix upgrade towards high-end tools to fulfill rising demand of advanced logic, me ...

26 March 2026 | 8:31PM HKT Equity Research Anji Micro (688019.SS): CMP Slurry mix upgrade towards advanced nodes; Wet chemical, ECP showcased in SEMICON; Buy We visited Anji Micro during SEMICON China 2026. The company showcased its product offerings of CMP Slurry, wet chemicals, and ECP (Electrochemical Plating), and management also highlighted the company's comprehensive product lines of CMP Slurry to fulfill diversified demand. Management notes the company covers major logic and memory client, benefiting ...

1.【谷歌TurboQuant严重冲击美国内存芯片股：一周冲去近1000亿美元市值，美光跌逾700亿美 元】据报道，受谷歌最新研究影响，美国内存芯片股市值本周蒸发近1000亿美元。该研究指出，此 前将芯片制造商股价推至历史新高的AI硬件短缺问题将得到缓解。在华尔街整体抛售的背景下，美国 内存芯片制造商美光的股价自上周五收盘以来已累计下跌15%，市值蒸发逾700亿美元（现汇率约合 4845.53亿元人民币）。闪存设备制造商闪迪曾是去年标普 500 指数中表现最好的股票，本周市值 蒸发约150亿美元。存储公司西部数据和希捷科技本周也各自损失了数十亿美元市值。"这些股票此 前涨幅巨大，因此任何边际消息都会对其股价造成冲击，这属于理性反应。"加州资产管理公司 Informed Momentum Company的首席投资官特拉维斯 · 普伦蒂斯 (Travis Prentice) 表示。（新 浪科技） 2.【周鸿祎谈龙虾安全】3月29日，360公司董事长周鸿祎在2026全球独角兽企业大会上接受媒体采 访时表示，龙虾有安全问题很正常，从电脑到互联网，数字化程度越高，脆弱性就越强。但不能因噎 废食，不发展AI科技才是最大的 ...

KLA Corporation (NASDAQ:KLAC) is one of the Good Stocks to Buy Now. KLA Corporation (NASDAQ:KLAC) held its analyst day on March 12, where the company reaffirmed its fiscal Q3 2026 outlook and also announced its 2030 targets. The stock has gained more than 9% since the analyst day. ​Following the event, Wolfe Research reiterated an Outperform rating on the stock with a price target of $1,800. During the event, management reaffirmed its fiscal Q3 guidance of revenue around $3.35 billion, along with a non-GA ...

Micron Technology (MU +0.59%) stock just experienced one of the worst weeks of 2026, with shares falling around 19.5% in the past five trading days (as of March 26). The stock is now down over 23.5% from its recent high of $471.34 earlier this month, as investors worry about the durability of memory demand amid profit-taking and increasing macro uncertainty.The sell-off has been surprising, especially after the company delivered solid performance in the second quarter of fiscal 2026 (ended Feb. 26). Disconn ...

| | | | | | 单位: 万元 | | --- | --- | --- | --- | --- | --- | | 项目 | | 本会计年度 | | | 上年同期 | | 归属于上市公司 | | 24,000 | 2 | 26,000 | 14.099.28 | | 股东的净利润 | 比上年同期增长 | 70.22% | ~ | 84.41% | | | 扣除非经常性损 | | 23,000 | 2 | 25,000 | 13.487.94 | | 益后的净利润 | 比上年同期增长 | 70.52% | 2 | 85.35% | | 2025年， 公司 营业收入约36.6亿元，同比增加9.66%；归属于上市公司股东的净利润约7.2亿元，同比增加38.32%。 具体业务来看，半导体业务方面 ， 主营业务收入20.86亿元，同比增长37.27%，占公司总营业收入57%，细分情况如下： 【DT新材料】 获 悉 ，3月26日， 鼎龙股份 发布2025年年度报告及2026年一季度业绩预告。 2026年第一季度 ，公司 预计归属于上市公司股东的净利润为2.40亿元~2.60亿元，同比增长70.22%~84.41%， ...