Discover why D-Wave could become one of the most important quantum companies of the next decade and what could push its stock even higher.D-Wave (QBTS 8.10%) is gaining traction as government interest rises, its Advantage2 quantum system comes online, and new capital strengthens its roadmap. With real-world applications expanding across defense, logistics, and AI, the company could deliver meaningful upside if it executes effectively.Stock prices used were the market prices of Dec. 19, 2025. The video was p ...

Key TakeawaysTaiwan was hit by a powerful 7.0-magnitude earthquake late Saturday, marking the second significant seismic event this week, though initial reports indicate no major damage.Iranian President Masoud Pezeshkian declared his country is facing a "comprehensive war" waged by the United States, Europe, and Israel, signaling a dramatic escalation in geopolitical rhetoric.NEC (6701.T) has ceased its 4G and 5G base station development efforts, a strategic retreat attributed to its shrinking market share ...

The arts and crafts supply retail sector has faced store closings over the last five years for a variety of reasons, ranging from ownership retirements to severe financial distress. Coming out of the Covid-19 pandemic, regional crafts retailer Beverly's Fabric & Crafts, which operated about 40 stores in California for 48 years, closed down all its stores in late 2020 when the chain's owners decided to retire, the San Luis Obispo Tribune reported at the time. Joann filed bankruptcy and closed down Craft ...

核心观点 - 美国政策变化将允许英伟达向中国客户销售其先进的H200数据中心GPU 这有望在2026年重新开启一个重要的收入来源 并可能推动公司业绩和股价在2026年实现更强劲的增长 [1][2][3] 政策与市场准入 - 美国总统特朗普于12月初宣布 允许英伟达向经批准的中国客户销售其先进的H200数据中心GPU [2] - 根据路透社独家报道 相关进程已经启动 英伟达将很快能够再次进入中国市场 [2] - 此前 由于出口管制限制其向中国客户销售先进AI芯片 公司在2025年4月被排除在该市场之外 [7] 对华销售计划与财务影响 - 英伟达告知其中国客户 计划在2026年2月中旬农历新年假期前开始发货H200处理器 [5] - 初期计划从现有库存中发货40,000至80,000颗H200芯片 [6] - 按每颗处理器约32,000美元计算 公司在2027财年第一季度（始于2026年1月底）对华销售额可能达到12.8亿至25.6亿美元 [6] - 根据协议 英伟达需将其在华收入的四分之一上缴给美国政府 [7] - 在限制措施生效前 公司本财年在中国市场的AI芯片销售额原本有望达到300亿美元 [9] 需求与产能 - 路透社援引的消息人士称 英伟达将为其中国客户上线额外的产能 [7] - 公司将于2026年第二季度开始接受新增产能的订单 这表明其对H200处理器在中国市场的需求充满信心 [8] - H200的性能约为此前在中国销售的专供版H20处理器的六倍 这解释了阿里巴巴、字节跳动和腾讯等中国科技巨头希望获得这些芯片的原因 [8] - 中国政府官员可能要求企业在购买H200的同时也采购国产芯片 以支持本土技术发展 这可能进一步减少英伟达在华销售先进芯片的阻力 [9] 财务前景与股价表现 - 英伟达在2026年已拥有约2750亿美元的数据中心芯片订单积压 中国市场重新开放可能使该数字进一步增加 [10] - 覆盖该股的69位分析师给出的12个月股价目标中位数为250美元 意味着较当前水平有36%的潜在上涨空间 [11] - 当前市场对英伟达下一财年的每股收益预估为7.52美元 较本财年预估的每股收益4.69美元可能增长60% [13] - 一旦将可能从中国获得的额外业务纳入考量 这些盈利预估可能进一步上调 为2026年股价实现比今年更大幅度的上涨铺平道路 [13] - 尽管面临压力 公司股价在2025年仍实现了37%的可观涨幅 表现远超以科技股为主的纳斯达克综合指数21%的涨幅 [1][2]

The year 2025 marked a notable shift from the broad-based gains of 2024, delivering an uneven experience for Indian mutual fund investors, with returns ranging from –20 per cent to 178 per cent. Equity performance diverged sharply, with large-cap funds displaying relative resilience, while small-cap strategies struggled amid heightened volatility. Thematic funds reflected sector-specific cycles rather than broad market momentum. Debt funds saw early gains fade as the year progressed, compressing returns in ...

市场整体表现 - 华尔街市场交投清淡 流动性稀薄且成交量低 此前因圣诞节休市 [1] - 标准普尔500指数基本持平 报5,930点附近 盘中曾触及5,945点的日内新高 [6] - 标准普尔500指数有望连续第八个月上涨 这将是自2018年以来最长的月度连涨纪录 [6] - 主要股指ETF表现不一 Vanguard标普500ETF(VOO)持平于634.23美元 SPDR道琼斯工业平均ETF(DIA)下跌0.2%至486.17美元 Invesco QQQ Trust(QQQ)微跌0.02%至623.81美元 iShares罗素2000 ETF(IWM)报250.96美元 [10][11] 贵金属与工业金属 - 白银价格飙升超过6% 突破每盎司76美元 主要受亚洲市场供应紧张加剧推动 [1] - 白银年内涨幅达到约164% 创下自1978年以来最强劲的年度表现 [2] - 铂金价格上涨超过8% 钯金飙升超过11% [3] - 铂金年内表现强劲 Aberdeen Physical Platinum Shares ETF(PPLT)年内上涨165% 有望创下有记录以来最佳年度表现 [3] - 黄金价格上涨1.3% 突破每盎司4,550美元 创下新高 [3] - 铜价上涨4.6% 已完全收复去年7月大幅抛售的失地 [3] - 材料板块表现优于大盘 Materials Select Sector SPDR Fund(XLB)上涨0.3% [11] 能源市场 - WTI原油价格下跌超过1.5% 因俄罗斯与乌克兰和平谈判取得进展的迹象 [4] - 能源板块表现落后 Energy Select Sector SPDR Fund(XLE)下跌0.6% [11] 个股表现 - 铜生产商Freeport-McMoRan Inc(FCX)领涨标准普尔500指数 涨幅约3% [4] - Target Corp(TGT)上涨2.1% 此前激进投资者披露了新的持股 [4] - Nvidia Corp(NVDA)上涨超过1% 华尔街分析师对公司与AI初创公司Groq达成的200亿美元战略交易表示欢迎 认为这将进一步巩固其在人工智能领域的竞争护城河 [5] 加密货币市场 - 比特币交易价格变化不大 在87,000美元附近 [6]

贵金属市场供需 - 投资者和工业买家对贵金属的需求持续旺盛，供不应求 [1] 能源市场供需 - 原油供应过剩已淹没能源市场 [1] - 原油供应过剩导致燃料价格受到压制 [1]

Discover whether Plug Power's turnaround story is finally gaining momentum or if the risks still overshadow the opportunity.Plug Power (PLUG 1.43%) is navigating a high-stakes transition as demand for electrolyzers grows, new hydrogen plants come online, and major partnerships expand. If the company can stabilize cash burn and improve execution, PLUG could unlock meaningful upside for investors watching the clean energy shift.Stock prices used were the market prices of Dec. 15, 2025. The video was published ...

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations. U.S. stock index futures were little changed on Friday ahead of what is expected to be a trading session with low volumes post the Christmas holiday. Precious metals silver, gold, and platinum scaled new all ...

公司运营事件 - 全球最大芯片代工厂台积电位于新竹科学园区的总部部分设施达到疏散标准 [1] - 事件由地震引发 [1] 行业与公司地位 - 台积电是全球最大的芯片代工厂 [1]