（文/罗叶馨梅）近日，美芯晟（688458.SH）在机构调研中介绍了其在机器人及智能传感领域的最新进展。公司表示，基于DToF（Direct Time of Flight）技 术的光学传感方案，已在扫地机器人等场景实现规模量产，可支持机器人实现精准测距和避障能力，并可适配多种类型的服务机器人与家用机器人应用场 景。 美芯晟称，在单点DToF产品量产的基础上，公司正积极推进多点ToF及3D ToF技术研发，以支持三维环境建图和复杂场景感知。通过多点测距与深度信息获 取，配合算法优化，可帮助机器人更好地识别环境结构、规划路径并应对多障碍物场景，为中高端智能清洁和服务机器人提供传感基础。 在产品布局层面，美芯晟在光传感技术的基础上，密切关注其他类型传感器的协同发展，包括适用于运动控制系统的磁传感方向。公司表示，希望围绕光传 感、磁传感等技术路径，构建相对完整的智能传感器解决方案，为下游客户提供更高集成度与系统级的感知能力支撑。 在AI端侧应用方面，美芯晟指出，其光学传感器可为终端设备提供环境感知与交互能力，赋能设备对外部环境作出更加智能的响应。目前，公司相关产品 已导入部分AR/AI眼镜终端品牌客户，用于实现佩戴检 ...

We're thoughtful, along with open, thoughtful in aligning on and taking into consideration the visibility of demand and their financing capabilities. And so I think the the the ambitions large but the execution is disciplined as tech firms ramp up spending on advanced chips and data centers. Concerns are mounting that the boom is being propped up by a wave of circular deals.At the center of it all is Nvidia, the company often described as selling the shovels in today's gold rush as it strikes megadeals to i ...

来源：吴晓波频道CHANNELWU 巴菲特曾说，"永远不要投资一家你无法理解的企业"。然而在"股神时代"即将谢幕之际，巴菲特却作出 了一个违背"家规"的决定：买入谷歌股票，且是以约40倍自由现金流的高溢价。 是的，巴菲特首次买了"AI题材股"，不是OpenAI，也不是英伟达。所有投资者都在问一个问题：凭什 么是谷歌？ 回到2022年底。那时ChatGPT横空出世，谷歌的高管层拉响"红色警报"，他们不断开会，甚至还紧急召 回两位创始人。可那时的谷歌，看起来就像是一头行动迟缓、官僚主义缠身的恐龙。 它匆忙推出了聊天机器人Bard，但在演示中犯下事实性错误，公司股价大跌，市值一日蒸发上千亿美 元。接着，它整合旗下AI团队，推出多模态的Gemini1.5。 但这款被看做撒手锏的产品，也仅在科技圈掀起几小时热议，便被OpenAI随后推出的视频生成模型 Sora夺去所有声量，迅速变得无人在意。 稍显尴尬的是，正是谷歌的研究人员在2017年发表的开创性的学术论文，为这轮AI革命奠定了扎实的 理论基础。 《Attention Is A You Need》论文 提出的Transformer模型 对手嘲讽谷歌。OpenAI的CE ...

The possibility of adding a new Big Tech customer helped lift an American chipmaker's stock on Friday, Nov. 28, 2025, while a recently hot pharmaceutical stock cooled. https://t.co/3RmuhGTN4T ...

ter and the county of the submit and the many of the submit and the many of the submit and the 国产智算芯片——未来三年极具爆发力的黄金赛道国产智算芯片的机会，这不仅是政策驱动，更是技术突破、需求爆发、资本追捧的多重共振！一、核心投 资逻辑：三重驱动，开启万亿市场1.需求爆发是确定性趋势。当前全球AI算力竞赛已进入"三超"新阶段——超大规模集群、超高能耗、超高投入。英伟达与 OpenAI联手投入千亿美元建设10吉瓦级超级AI数据中心，这只是开始！国内更是如火如荼，阿里宣布未来三年投入3800亿元，腾讯计划投资千亿级，字节 跳动2025年资本开支预算近1600亿元。更关键的是，Token消耗量从去年初的日均千亿级暴涨至目前的10万亿级，一年增长100倍！这种需求爆发是实实在在 的，不是概念炒作。2.国产替代是历史性机遇。美国出口管制不断升级，反而加速了国产替代进程。数据显示，2024年中国加速芯片市场规模超270万张， 其中国产AI芯片出货量超82万张，占比超30%。到2025年，这一比例有望提升至40%，几乎与外企平 ...

The Dow Jones Industrial Average (^DJI) concluded Friday's abbreviated trading session higher, up 289.30 (0.61%) points, closing at 47716.42. This marked the fifth consecutive day of gains for Wall Street, wrapping up a volatile month on an optimistic note. The primary catalyst driving the market was escalating hopes for a Federal Reserve interest rate cut next month, reinforced by recent comments from Fed officials and stronger-than-expected economic data. Traders are now pricing in a high probability of a ...

U.S. stock markets concluded a holiday-shortened Black Friday trading session with a strong finish, marking a fifth consecutive day of gains across major indexes. Despite the positive daily performance, the tech-heavy Nasdaq Composite notably snapped its seven-month winning streak for November, while the S&P 500 and Dow Jones Industrial Average extended their monthly gains. Investors remained optimistic about potential Federal Reserve interest rate cuts in the near future, which continued to fuel market sen ...

Shares of U.S. chipmaker Intel were leading the S&P higher as stocks edged upward on a holiday-shortened Black Friday session expected to be light on trading volume and corporate news. https://t.co/MpPEFx0AZq ...

The Dow Jones Industrial Average (^DJI) closed higher on Friday, November 28, 2025, gaining 289.30 (0.61%) points in a shortened Black Friday trading session. Dow Futures (YM=F) also reflected positive sentiment, rising 253.00 (0.5327%). The primary narrative driving the market today was strong optimism surrounding the Black Friday shopping period and the broader holiday retail season, signaling robust consumer spending expectations. This positive outlook propelled a broad range of sectors, particularly tho ...

Intel was the best-performing stock in the S&P 500 Friday. Getty Images Close Key Takeaways Could Intel be closer to scoring a deal with iPhone maker Apple? The chipmaker's shares surged Friday as an analyst added fuel to rumors that the iPhone maker could become a new customer for the chipmaker. Shares of Intel (INTC) popped over 10% during Friday's shortened trading session to lead gains on the S&P 500 and Nasdaq. (Read Investopedia's daily markets coverage here.) The likelihood of Apple (AAPL) becomin ...