周五美股成交额第1名特斯拉收高2.11%，成交296.3亿美元。据媒体日前报道，特斯拉丢掉2025年纯电 动车全球年销量冠军，并且在其重要的海外市场欧洲也正面临着严峻挑战。 根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量 从2024年约32.6万辆降至23.5万余辆，同比下跌27.8%。这种下滑在其核心市场德国和英国尤为明显。 作为欧洲最大的电动车市场，德国联邦机动车管理局在1月6日公布的数据显示，2025年特斯拉的销量下 降近半，约为1.9万辆。与此同时，在欧洲第二大电动车市场英国，特斯拉2025年的销量为5.03万辆，同 比下滑10%。 第2名英伟达收跌0.10%，成交241.97亿美元。英伟达即将任命谷歌云高管Alison Wagonfeld为其首席营 销官（CMO），反映这家硅谷芯片制造商正寻求进一步提升自身品牌影响力。 当地时间周四（1月8日），Wagonfeld在领英动态中宣布了这一消息。她写道，"我将于1月下旬离开谷 歌，加入英伟达担任CMO。"帖文还提到，"我很高兴能加入詹森（黄仁勋）的领导团队，在英伟达开 启下一个增长阶段之际，负责市场 ...

特朗普写道，"我刚刚结束了与非常成功的英特尔首席执行官陈立武的一次伟大会晤，""我们达成了一 项双赢的伟大交易。我们的国家决心将尖端的芯片制造带回美国，而这正是正在发生的事情!!!" 智通财经APP获悉，周五，英特尔(INTC.US)涨幅扩大至9%，股价触及2024年4月以来最高点，现报 44.79美元。消息面上，周四，美国总统特朗普在白宫会见了英特尔CEO陈立武。此前美国政府已购买 了这家芯片制造商的股份，两人在会面中讨论了该公司新系列处理器的进展情况。特朗普在网络平台上 发帖，赞扬了英特尔所取得的进展。自去年计划由联邦政府购买该公司高达 10% 的股份以来，英特尔 的股价已上涨约75%。到目前为止，美国政府已累计持有约 5.5% 的股份，并准备进一步收购。 ...

Group 1 - TSMC announced a consolidated revenue of approximately NT$335 billion for December 2025, representing a month-over-month decrease of 2.5% but a year-over-year increase of 20.4%, marking a record high for the same period and exceeding NT$300 billion for six consecutive months [1] - The company's revenue for 2025 is projected to exceed NT$3 trillion, reaching approximately NT$3.8 trillion, with a year-over-year growth of 31.6%, setting a new annual revenue record [1] - In Q4 2025, TSMC's revenue surpassed NT$1 trillion, reaching NT$1.04 trillion, with a quarter-over-quarter increase of 4.8% and a year-over-year increase of 16.3%, also exceeding financial forecasts [1] Group 2 - TSMC is accelerating production capacity expansion in advanced processes and advanced packaging due to insufficient capacity amid strong market demand, while reallocating resources from less urgent mature processes [3] - The company is transferring some mature process equipment from Taiwan to its 12-inch facility in Singapore to create more space for advanced process equipment [3] - TSMC's CEO confirmed that Qualcomm is facing capacity shortages, leading the company to negotiate with Samsung for the production of its next-generation processors using Samsung's 2nm process [3] Group 3 - TSMC's board approved an investment of over US$179.25 million to acquire land for a new factory in Phoenix, Arizona, covering approximately 365.27 hectares, which, combined with an existing site, totals over 810 hectares, larger than the Hsinchu Science Park [4] - The land acquisition is expected to support an investment of approximately US$165 billion in building three additional 12-inch wafer fabs, two advanced packaging plants, and a research center to meet market demand [4] - TSMC is also selling machinery to World Advanced Semiconductor Manufacturing Corporation (VSMC) for an estimated US$71 million to US$73 million to enhance its 12-inch wafer capacity [4] Group 4 - VSMC, in collaboration with NXP Semiconductors, plans to establish a 12-inch wafer fab in Singapore with a total investment of approximately US$7.8 billion, enhancing geographical resilience and accelerating the semiconductor ecosystem in Singapore [5] - TSMC stated that the newly acquired land in Arizona is primarily for operational and production use, but the company is currently in a quiet period and cannot comment on the transfer of equipment to Singapore [5]

来源：新浪证券-红岸工作室 2、根据2023年3月7日互动易，公司主要向消费电子、物联网、照明、工业及汽车领域等应用领域的电 子产品制造商销售电子元器件，并提供产品方案和技术支持，其中有部分产品为MCU芯片。 3、根据星闪联盟官网显示，公司全资子公司天午科技为星闪联盟会员。 4、深圳市好上好信息科技股份有限公司的主营业务是电子元器件分销，主要向消费电子、物联网、照 明、工业控制、汽车电子及新能源等应用领域的电子产品制造商销售电子元器件，并提供相关产品设计 方案和技术支持等服务。主要产品包括SoC芯片、无线芯片及模块、电源及功率器件、模拟/数字器件、 存储器、LED器件、处理器、传感器、光电器件、结构件及被动器件等各类电子元器件。 5、根据2024年年报，公司海外营收占比为67.36%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1886.20万，占比0.06%，行业排名27/33，连续3日被主力资金减仓；所属行业主力净流 入-3989.95万，连续2日被主力资金减仓。 1月9日，好上好跌0.07%，成交额2.92亿元，换手率5 ...

2025年12月发布的Steam平台硬件调查数据显示，个人电脑游戏玩家在处理器选择上的倾向出现明显变 化。AMD当前市场占比达到44.42%，而英特尔则为55.58%。这一差距的持续收窄反映出AMD正以前所 未有的速度缩小与行业领先者的距离。 此次数据变化揭示出处理器市场竞争格局的深刻调整。回顾数年前，英特尔在该领域曾占据超过八成的 份额，处于绝对优势地位。然而最新统计表明，AMD不仅保持了稳定的增长态势，仅在上月就实现了 接近4%的市场份额提升，显示出越来越多的用户正转向其产品。 2025年12月发布的Steam平台硬件调查数据显示，个人电脑游戏玩家在处理器选择上的倾向出现明显变 化。AMD当前市场占比达到44.42%，而英特尔则为55.58%。这一差距的持续收窄反映出AMD正以前所 未有的速度缩小与行业领先者的距离。 此次数据变化揭示出处理器市场竞争格局的深刻调整。回顾数年前，英特尔在该领域曾占据超过八成的 份额，处于绝对优势地位。然而最新统计表明，AMD不仅保持了稳定的增长态势，仅在上月就实现了 接近4%的市场份额提升，显示出越来越多的用户正转向其产品。 业内观察指出，AMD近年来的快速进步主要归功于其 ...

特朗普在2025年1月就职后，很快就针对中国推出一系列措施。2月，他公开表示要用关税对付芬太尼问题，还把中国列为主要竞争对手。国会一些议员跟着 附和，说这能保护美国利益。商务部开始列出商品清单，涵盖电子和机械类。企业们得赶紧调整供应链，转向其他国家避险。白宫说这是为了国家安全，可 大家都知道，这拉开了新一轮美中对抗的序幕。特朗普的团队强调，贸易就是安全的一部分，得用这些工具卡住中国的发展势头。 到4月，特朗普签署行政令，把关税率提到145%。他声称这是因为中国贸易不公，宣布国家紧急状态。国会通过相关决议，支持这种做法。企业界反应强 烈，很多公司抱怨成本上升，转嫁给消费者。中国那边很快反击，对美国农产品加税。农业部门受打击，美国农场主出口量掉了一截。特朗普政府还把一些 中国科技公司加到实体清单，断了他们的供应链。这时候，美中谈判开始，但进展慢吞吞的，双方都想占上风。 5月和6月，关税战升级。美国海关执行新税率，进口额明显下滑。特朗普又调整结构，把税率定在20%左右，说是为了回应谈判。中国国务院关税委跟进， 反制税率到125%，涉及能源和电动车。特斯拉这样的公司得重新规划市场。美国能源出口也受影响，液化天然气销量 ...

Core Viewpoint - Zhongke Shuguang announced the termination of a major asset restructuring plan involving the merger with Haiguang Information Technology due to unfavorable market conditions and the complexity of the transaction [1][3]. Group 1: Company Overview - Zhongke Shuguang, listed on the Shanghai Stock Exchange in 2014, has developed a significant market presence in computing, storage, security, and data center sectors, with a focus on intelligent computing, cloud computing, and big data technology [5]. - As of May this year, Zhongke Shuguang's total market capitalization exceeded 90.5 billion, which has increased to 146.5 billion [5]. Group 2: Haiguang Information Technology - Haiguang Information Technology, established in 2014, specializes in the research and development of processing chips and systems, including processors and accelerators [3]. - The company’s total market capitalization reached 509.7 billion, up from 316.4 billion at the time of the initial announcement in May [3]. Group 3: Transaction Details - The proposed merger was described as the largest consolidation in the domestic computing power industry, aimed at seizing new opportunities in the information technology sector [3]. - The decision to terminate the merger was made after thorough discussions and evaluations with all parties involved, citing that the conditions for implementation were not mature enough [1].

Core Viewpoint - Yunhan Chip City (301563) is actively engaged in providing electronic components for the civil aerospace sector, focusing on ground equipment applications [1] Group 1 - The company offers products such as processors, storage chips, operational amplifiers, and connectors [1] - The company will continue to monitor technological standards and developments in cutting-edge fields like commercial aerospace [1]

Group 1 - The company, Yunhan Chip City (301563.SZ), is currently focused on providing products for the civil aerospace sector, primarily for ground equipment [1] - The products offered by the company include processors, storage chips, operational amplifiers, and connectors [1] - The company will continue to monitor technological standards and developments in cutting-edge fields such as commercial aerospace [1]

Core Insights - The stock of China Electric Port (中电港) experienced a decline of 1.10% on December 2, with a trading volume of 297 million yuan [1] - The company reported a net financing purchase of 24.57 million yuan on the same day, with a total financing balance of 558 million yuan, which is 5.68% of its market capitalization [1] - The company achieved a revenue of 50.60 billion yuan for the period from January to September 2025, representing a year-on-year growth of 33.29%, and a net profit of 258 million yuan, up 73.06% year-on-year [2] Financing and Trading Activity - On December 2, China Electric Port had a financing buy amount of 51.22 million yuan and a financing repayment of 26.65 million yuan, resulting in a net financing purchase of 24.57 million yuan [1] - The total financing and securities lending balance was 558 million yuan, indicating a high level of financing activity, exceeding the 90th percentile of the past year [1] - The company had a low securities lending balance of 661,700 yuan, with a remaining amount of 29,500 shares, which is below the 30th percentile of the past year [1] Company Overview - China Electric Port, established on September 28, 2014, is located in Shenzhen and was listed on April 10, 2023 [2] - The company's main business includes electronic component distribution, design chain services, supply chain collaboration, and industrial data services, with revenue contributions from processors (40.78%), memory (30.53%), and other segments [2] - As of November 20, the number of shareholders was 95,500, a decrease of 8.14%, while the average circulating shares per person increased by 8.86% [2] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 4.85 million shares [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF saw a decrease in their holdings, indicating a shift in institutional investment [3]