鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 各位平时在评论区里催着求"RTX 50 Super"的游戏玩家们，可以歇歇了。 今年不用再卡点去抢英伟达的新卡，因为—— 老黄他鸽了 …… 据爆料，因为全球显存芯片紧缺，英伟达不仅无限期推迟了RTX 50 Super，甚至连下一代的60系列也要延迟发布。 这还是英伟达 三十年里来头一遭 。 所以想买显卡的朋友们赶紧下单吧，照这架势，以后价格真要原地起飞，虽然已经…… （doge） 鸽鸽哒 其实这事，并非没有征兆。 热衷于在 CES 上发游戏卡的老黄，结果在今年一月份的CES上居然破天荒地沉默了。 原本按照惯例，英伟达通常每隔一年就会发布一款基于全新芯片设计的游戏GPU，然后在第二年发布Super版本。 去年的CES 2025上，英伟达端上了RTX 50系列，今年按理应该发RTX 50 Super。 结果却是，网友们翘首以待一年后，英伟达索性不发了。 不过好消息是，已经停产的上古真神RTX 3060将会迎来复刻，也是不幸中的万幸了。 更离谱的是，RTX 50 Super其实早已完成了新设计，内部代号为 Kicker 。 直到去年12月，英伟达高层突然变卦，通 ...

Market Overview - US stock indices opened lower after a brief rally, while silver prices surged, reaching a new historical high of $89 per ounce [1][3] - As of the latest update, silver's increase was narrowed to 3.88%, while gold rose by 0.45% to $4618.09 per ounce [3][4] Precious Metals - Current prices for precious metals include: - London Gold: $4618.09 (+0.45%) - London Silver: $88.40 (+3.88%) - COMEX Gold: $4634.6 (+0.43%) - COMEX Silver: $88.85 (+4.42%) [4] Economic Data - The US Consumer Price Index (CPI) for December 2025 showed a year-on-year increase of 2.7%, with a core CPI (excluding food and energy) rising by 2.6% [4] - Morgan Stanley noted that the December inflation data may contain "technical noise" due to the previous government shutdown, potentially affecting its reliability for predicting Federal Reserve policy [4] Federal Reserve Outlook - Economists suggest that persistent inflation concerns may lead the Federal Reserve to be cautious in deciding whether to ease monetary policy in 2026, despite current weak hiring in the job market [5] - Market expectations for the Federal Reserve's upcoming meeting indicate a 95% probability of maintaining current interest rates [5] Semiconductor Sector - Major semiconductor stocks saw gains, with AMD rising nearly 6% and Intel increasing over 3% [5] - AMD's next-generation RDNA 5 architecture graphics cards are delayed until the second half of 2027, aiming to avoid price competition with NVIDIA [7] Caterpillar and NVIDIA Partnership - Caterpillar announced an expanded partnership with NVIDIA to enhance industrial equipment solutions and manufacturing systems using AI technology [9] - This collaboration aims to drive innovation in mining and construction sectors, improving efficiency for customers and dealers [9] Chinese Stocks - The Nasdaq Golden Dragon China Index fell over 1%, with notable declines in stocks such as Alibaba, NIO, and JD.com [9] - In contrast, renewable energy stocks like Canadian Solar and JinkoSolar saw gains, with Canadian Solar up nearly 6% [11] Century Internet Collaboration - Century Internet experienced a rise of over 4% after announcing a strategic partnership with Youzu Interactive to develop green computing projects in Inner Mongolia [12]