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为了对抗英伟达,地平线一把梭哈了
3 6 Ke· 2026-03-27 00:47
亏了 100 多个亿,还想挑战英伟达。。。 这家公司是不是有点飘了? 今天,脖子哥就和大伙儿一起聊聊地平线。 不是,做个游戏能亏这么多? 咳咳,别搞错了,不是极限竞速那个地平线,是国内的一家智驾公司。 前几天,它发布了 2025 年财报,数字是真的很爆啊,营收增长 57.7% ,毛利率 64.5% ,车企们见了估计哈喇子都要流一地。 然而,经脖子哥仔细研究之后,小鸡脚马上露出来了。抛开亏损 104.7 亿的事实不谈,你前年毛利率都有 77.3% ,今年咋就 64.5% 了?这也好意思写大字 报贴出来? 举个实际的例子,比亚迪天神之眼用的就是 BPU 架构,毕竟比亚迪自研能力很强,所以地平线主要就一个赋能的作用。但现在有了全套智驾方案,博 世、大众这些懒得搞研发的,直接买地平线的就完事儿了,和各种界们用 " 乾崑智驾 " 是一个道理。 所以,在地平线一顿猛推之后,去年 "产品解决方案 " 猛增 144.2%,财务上已经和 " 授权及服务 " 的比重差不多了。 | | | 截至12月31日止年度 | | | | --- | --- | --- | --- | --- | | | 2025年 | | 2024年 | ...
I'd wait on Nvidia right now, says Jim Cramer
Youtube· 2026-03-26 23:02AI Processing
My mission is simple, to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it.Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray America.I'll be with my friends. I'm just trying to save you a little bit of money here. My job is not just entertain.In days like today, I got to do some teaching cuz these are hard. Call me at 1800743 CBC. Feet me Jim Kramer.We're all armchair generals now, aren' ...
STMicroelectronics Reports on Resolutions to be Proposed at the 2026 Annual General Meeting of Shareholders
Globenewswire· 2026-03-26 21:45
STMicroelectronics Reports on Resolutions to be Proposed at the 2026 Annual General Meeting of Shareholders Amsterdam, March 26, 2026 - STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced the resolutions to be submitted for adoption at the Annual General Meeting of Shareholders (AGM) which will be held in Amsterdam, the Netherlands, on May 27, 2026. The resolutions, proposed by the Supervisory Board, are: The adoption of ...
Stock Market Sells Off Amid Ongoing U.S.-Iran War As Oil Prices Jump; Cirrus Breaks Out
Investors· 2026-03-26 21:33
Stock Market Sells Off Amid Ongoing U.S.-Iran War; Cirrus Breaks Out | Investor's Business Daily BREAKING: Futures Rise On Trump's Iran Pause Funds Go Nuclear For This IBD 50 Stock With Unique Power. AI Data Centers, U.S. Navy Fuel Growth. The stock market tumbled Thursday, while oil prices surged higher, as President Donald Trump warned Iran to "get serious soon" about a peace deal amid the ongoing U.S.-Iran war. As a result, the prospects for finding a winning stock are getting thinner. The Dow Jone ...
Micron's stock falls into a bear market — and it's now the cheapest in the S&P 500
MarketWatch· 2026-03-26 21:33
Micron's price-to-earnings multiple has compressed dramatically, as earnings expectations have surged and the stock has fallen. ...
GlobalFoundries Sues Tower Semiconductor for Patent Infringement
WSJ· 2026-03-26 20:47
The lawsuits allege that Tower infringed on 11 GlobalFoundries' patents in the U.S. ...
Semiconductor Stocks Are Losing Momentum. What Nvidia and Micron Charts Show.
Barrons· 2026-03-26 20:25
Charts for Nvidia and Micron suggest semiconductor stocks may be losing momentum, raising risks for the broader tech sector. ...
Western Digital Shares Rebound, Climb 3% After Key Trading Signal
Benzinga· 2026-03-26 19:50
Understanding the Power Inflow SignalOrder flow analytics analyze real-time buying and selling trends by examining the volume, timing, and order size across both retail and institutional traders. These insights offer a more detailed understanding of price behavior and market sentiment for a stock, allowing the trader or institution to make the most informed decision possible.This article is for informational purposes only and does not constitute financial advice, investment recommendations, or a solicitatio ...
Arm charts ambitious path in AI data centers with new CPUs
Proactiveinvestors NA· 2026-03-26 19:23
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
SMHX: Concentrated Fabless Semiconductors Coverage In ETF Form (NASDAQ:SMHX)
Seeking Alpha· 2026-03-26 19:03
Just_Super/iStock via Getty Images Introduction To The VanEck Fabless Semiconductor ETF The VanEck Fabless Semiconductor ETF (SMHX), which is backed by the New York-based investment management corporation VanEck, got listed on the 27th of August 2024 and has amassed total AUM of $150 million by the time of writing. SMHX has an expense ratio of 0.35% and makes distributions on an annual basis (every December), with the yield amounting to 0.02%. What Does SMHX Do? SMHX seeks to offer coverage of a narrow ...