公司股价表现 - 超威半导体股价在周五上涨约4% [1] 行业竞争与市场动态 - 投资者在英特尔发布令人失望的第四季度业绩指引后，将资金重新配置到超威半导体 [1]

公司股价与市场反应 - 英伟达股价在周五早盘上涨 源于市场对潜在政策变化的积极预期 [1] 行业监管与政策动态 - 有报道表明 中国监管机构可能正接近允许国内科技公司购买英伟达的先进人工智能芯片 [1] - 此举若成真 将意味着美国对华先进芯片出口管制可能出现松动 [1] 公司业务与市场机会 - 潜在的政策变化可能为英伟达重新打开重要的中国市场 带来新的业务增长机会 [1]

公司股价表现 - 甲骨文公司股价在今年持续下跌，已跌至去年六月以来的最低水平 [1] - 公司股价较去年十月的高点已暴跌近50% [1]

监管调查 - 英国通信监管机构Ofcom于周五宣布 已对Meta Platforms展开调查 调查内容涉及该公司为其一项市场审查提供的WhatsApp相关信息 [1] 调查背景 - 此次调查与Ofcom进行的市场审查有关 该审查旨在评估英国通信市场的状况 [1] - 调查的核心是Meta Platforms在审查过程中提交的关于WhatsApp的信息 [1]

US stocks were mixed on Friday as investors digested two days of gains driven by easing geopolitical tensions and turned their attention to corporate earnings and next week's Federal Reserve decision.... ...

Plug Power stock price jumped by 16% on Thursday, its best day in months, after the company tweaked a key deal with Walmart. It soared to a high of $2.60, its highest level since November last year. ...

Boeing stock (NYSE: BA) appears poised for further gains heading into the company's fourth-quarter 2025 earnings report on Tuesday, January 27. Wall Street's most bullish strategists are calling the a... ...

核心观点 - 中国对英伟达的采购限制可能正在缓解 有报道称中国官员已指示阿里巴巴等科技公司准备采购英伟达H200人工智能芯片[1] 行业动态 - 中国科技公司可能恢复采购英伟达高端AI芯片 阿里巴巴等公司被指示准备采购英伟达H200芯片[1]

公司股价表现 - Meta Platforms 股价在周四大幅上涨超过5%，为公司市值增加了数十亿美元 [1] - 股价最高触及647美元，较去年11月的最低点上涨了11% [1]

Shares of Babcock International Group fell sharply on Friday after the company announced that chief executive David Lockwood will retire by the end of 2026, marking the start of a leadership transitio... ...