Group 1 - Micron Technology released an optimistic earnings forecast, with Q1 adjusted revenue of $13.64 billion, a 57% year-over-year increase, and net profit of $5.2 billion, significantly exceeding last year's $2 billion. The company plans to increase capital expenditures to $20 billion by 2026, with the first wafers from a new Idaho factory expected in early 2027 [2] - Trump Media & Technology Group plans to acquire TAE Technologies, valuing the deal at over $6 billion. The merger will involve a $300 million phased investment and aims to address AI-related energy shortages with a utility-scale fusion power plant by 2026 [2] - OpenAI is in preliminary talks to raise at least several billion dollars, with a potential maximum of $100 billion, which could increase its valuation to $750 billion, a 50% rise from its October valuation of $500 billion [2] Group 2 - TSMC continues to see strong demand for advanced process capacity amid Micron's strong performance and memory chip shortages, solidifying its core position in the AI supply chain [5] - Domestic GPU companies, Muxi and Moore Threads, have successfully listed on the STAR Market, attracting significant investment interest, indicating strong market attention towards the domestic GPU sector [5] - Alibaba's Qianwen APP integrates with Amap, enhancing its AI capabilities and expanding its application in the physical world, thereby strengthening Alibaba's ecosystem in AI [5] - Sichuan Road and Bridge received a stake increase from Zhongyou Insurance, now holding 5% of the company, reflecting institutional recognition of long-term investment value in infrastructure [5] Group 3 - Amazon joined the U.S. AI "Genesis Project" and is considering a $10 billion investment in OpenAI, while also forming a new department to accelerate technology breakthroughs [9] - NVIDIA collaborates with the U.S. government on the "Genesis Project" and has launched the RTX PRO 5000 72GB BLACKWELL GPU [9] - Microsoft has open-sourced a 40 billion parameter 3D generation model and expanded its partnership with Cognizant to develop industrial-grade AI solutions [9] - Tesla's stock value is heavily reliant on autonomous driving estimates, with analysts warning that its automotive business may only be worth $30 per share [9] Group 4 - LG Energy's stock fell 9% after Ford canceled a $6.5 billion electric vehicle battery supply agreement, impacting its North American market strategy [12] - Toyota plans to import three models from the U.S. to Japan starting in 2026 and is collaborating with Bosch on a large-scale ADAS project [12] - Samsung Electronics is set to deliver SOCAMM2 samples to NVIDIA and plans to launch new AI-connected home appliances at CES 2026 [12] - SK Hynix's stock has surged 220% due to rising memory prices, positioning it as a major beneficiary alongside Samsung [12]

美光科技股价大涨逾15%，此前这家高科技公司公布的财年第一季度营收和利润均超出华尔街预期，并 对当前季度给出了强劲的收入指引。该公司称人工智能存储需求飙升，直言产品已全面售罄。 美光的强劲财报帮助提振了市场信心。 此外，周四盘前公布的美国11月CPI低于市场预期，亦令股指得到提振。 "通胀的回落速度似乎比大家原本预期的要快一些，因此12月的数据可能会让这一趋势略有回 调，"Logan Capital Management首席投资组合经理Chris O'Keefe表示。"我认为，作为投资者，我们正逐 渐接受这样一个事实：在当前环境下，2%的通胀目标可能根本无法实现——但具体情况还有待观察。" 美股刚刚经历了一个艰难的交易日，受人工智能相关领先半导体股大幅下跌拖累。标普500指数和道指 连续第四个交易日收跌。纳斯达克综合指数是三大主要股指中表现最差的，下跌1.8%。 甲骨文昨日股价下跌逾5%，此前有报道称，这家云计算基础设施公司的主要投资者退出了其位于密歇 根州、耗资100亿美元的数据中心项目。 北京时间12月19日凌晨，美股周四涨幅略微收窄。道指与标普500指数有望结束此前连续四个交易日的 下跌。美光科技公布的 ...