Nvidia stock now trades at at a discount to the S&P 500 index on its forward price-to-earnings ratio. ...

U.S. equity markets are facing a tumultuous session this Friday, March 27th, 2026, as a combination of escalating geopolitical tensions in the Middle East and a relentless climb in Treasury yields has sent major indexes into a tailspin. The tech-heavy Nasdaq Composite (^IXIC) is leading the decline, officially confirming a market correction as investors flee high-growth assets in favor of safe havens and energy plays.Market Indexes and Futures PerformanceAs of mid-day trading, the Nasdaq Composite (^IXIC) h ...

Nvidia ( NVDA ) is probably the best company in AI today. Its growth, margins, and scale are extraordinary, and its CUDA ecosystem has created a level of network effect and the resultant customer lock-in that few companies haveI run my own boutique law firm, focusing on investment transactions and disputes. Trained at top U.S. law schools and leading Wall Street law firms, I write here primarily to sharpen my own thinking and to engage with my followers. I endeavor to respond to any substantive comments on ...

Data is the fuel that keeps Wall Street's engine turning. The only problem for investors is that the amount of data being released, from quarterly earnings to near-daily economic reports, can make it challenging to digest. In other words, it's easy for something of importance to fall through the cracks.For example, investors might have overlooked what's arguably one of the most important data dumps of the entire quarter on Feb. 17. This was the deadline for institutional investors to file Form 13F with the ...

业 研 究 2026 年 03 月 27 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -38% -19% 0% 19% 38% 58% 77% 2025-03 2025-07 2025-11 电子 沪深300 相关研究报告 《美光业绩超预期+英伟达 GTC 2026 召开，看好算力和存储持续高景气— 行业周报》-2026.3.22 《Groq 3 LPU 与 GPU 协同作战，系统 架构如期升级》-2026.3.19 《OpenClaw 热潮加速端侧 Agent 渗 透，推理算力需求激增—行业点评报 告》-2026.3.16 AI 侧提振+代工产能趋紧，模拟涨价线或全面开启 ——行业点评报告 成本攀升下的顺价逻辑是表象，模拟总产能趋紧现状是根本 上游晶圆、封装材料的成本攀升叠加全球能源价格波动，迫使主要成熟制程代工 厂及封测厂向下顺价，成本压力的传导成为推动模拟厂商进行价格调整的直接原 因。而从产能供需结构来看，模拟芯片长期使用的成熟 8 英寸线则在头部代工厂 追寻高毛利的动作下持续收缩，但模拟&功率的原有需求并未下降，且来自 AI 数据中心&服务器的需求进一步推动 8 英寸产能供需结构转趋紧俏。 ...

2026.03. 27 本文字数：225，阅读时长大约1分钟 法新社记者提问，昨天美国官员表示，中国芯片制造商中芯国际一直向伊朗军方提供芯片制造设备。 中方对此有何回应？ 对此，林剑表示："我不了解你提到的情况。我可以告诉你的是，最近个别媒体热衷发布一些似是而 非的消息，我们核实后发现都是假消息。" 微信编辑 | 夏木 ·联系我们 线索爆料 ：bianjibu@yicai.com 商务合作 ：business@yicai.com 来源 | 澎湃新闻 封图 | 外交部官网资料图 3月27日，外交部发言人林剑主持例行记者会。 推荐阅读 特朗普政府涉嫌违法，被起诉 ...

The Magnificent Seven technology stocks soared in recent years, leading gains in the S&P 500 -- many of them play a major role in artificial intelligence (AI), a technology that has sparked investors' interest. AI has the potential to revamp the way companies operate, and this could lead to cost savings, growth, and innovation.These gains pushed valuations of the Magnificent Seven higher, but over the past few weeks, the market has shifted. Concerns about general economic growth, as well as the rapid pace o ...

2026 年 3 月 27 日 刘梦麟 SAC 执业证书编号： S0340521070002 电话：0769-22110619 邮箱： liumenglin@dgzq.com.cn 周 报 资料来源：东莞证券研究所，iFind 证 超配（维持） 半导体行业双周报（2026/03/13-2026/03/26） 行 业 存储价格持续上涨压制消费类电子需求 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 半导体行业 半导体行业指数近两周涨跌幅：截至2026年3月26日，申万半导体行业指 数近两周（2026/03/13-2026/03/26）累计下跌5.51%，跑输沪深300指 数1.03个百分点；2026年以来申万半导体行业指数累计上涨2.17%，跑 赢沪深300指数5.46个百分点。 半导体行业（申万）指数走势 行业新闻与公司动态：（1）多家手机厂商宣布调价；（2）IDC：2025年 中国智能眼镜市场出货量246万台，同比增长87.1%；（3）英伟达CEO黄 仁勋：AGI时代已经到来，"龙虾开公司"不 ...

据 环球时报， 路透社报道，美国政府两名高级官员26日表示，中国芯片制造商中芯国际已向伊朗军方提供了芯片制造工具。一名官员表示，相关进 程大约一年前已开始。 对于上述消息，在3月27日举行的中国外交部例行记者会上，外交部发言人林剑在回应外媒记者"中方对此有何评论"的提问时表示，我不了解你提到 的情况，我可以告诉你的是，最近个别媒体热衷发布一些似是而非的消息，我们核实后发现都是假消息。 ...

When it comes to artificial intelligence (AI), chipmaker Nvidia (NVDA 4.16%) is the reigning champ. The company's focus has evolved in recent years, pivoting from rendering lifelike images in video games to providing the computational horsepower needed to advance AI.The next generation of the AI revolution is upon us, as agentic AI and robotics promise to consume even more resources as models and systems become increasingly complex and power-hungry. Thus far, Nvidia's graphics processing units (GPUs) have b ...