评级与目标价 - Tigress Financial重申对英伟达的“强力买入”评级 并将目标价从280美元上调至350美元 [1][5] - 重申评级时 英伟达股价约为175.34美元 [1] 股价与市场表现 - 英伟达近期股价为174.86美元 当日上涨2.29% 即上涨3.92美元 [2] - 当日交易区间在171.82美元至176.15美元之间 [2] - 过去52周 股价最高达212.19美元 最低为86.62美元 显示显著波动性 [2] - 公司市值高达4.26万亿美元 当日成交量为1.1045亿股 [2] 竞争动态 - 谷歌正采取行动 旨在挑战英伟达在软件领域的专有优势 [3] - 谷歌此举可能对英伟达的市场地位构成潜在影响 [3][4] - 英伟达在软件领域已建立的稳固地位是其关键优势 [4][5]

从上海坐高铁将近2个小时，到诸暨，再驱车 15 分钟，工业园尽头就是老鹰半导体。 出品｜虎嗅科技组 作者｜陈伊凡、李一飞 编辑｜苗正卿 头图｜视觉中国 边迪斐本人 照片由老鹰半导体提供 创始人边迪斐的办公室窗外正对老鹰山——公司名字的来历，烟雨朦胧时，能依稀看到一个老鹰的形 状。老鹰山上当然没鹰，但边迪斐却把公司养成了 VCSEL 赛道里最猛的一只，你也很难想象，这个 偏居于浙江诸暨的公司，是一家在全球拥有研发机构的全球化公司，研发人员占比超过50%，并且是 全国唯一一家实现光通信领域100G VCSEL量产的IDM式公司，直接打破了美国公司的垄断。 老鹰半导体拥有全国第一家具备6英寸高端VCSEL芯片全制程量产能力的化合物晶圆工厂。2024年， 单波100G VCSEL芯片在老鹰半导体量产出货，成为国内首家突破该技术的企业。作为参考，2021 年，博通率先实现单波100G VCSEL芯片量产，并正式向云厂商及数据中心客户批量出货，垄断市场 达3年之久。 在与老鹰半导体的创始人边迪斐交流之际，其所在的供应链——光模块一度迎来飞涨。为首的中际旭 创，股价从2025年年初至今，涨了将近330%，市值突破了6000 ...

Micron really leading the way, just soaring in today's session and really raising the overall semiconductor area that the Sox the Philly Sox Semiconductor index, it's up about 2.6% or was up as much as 4% earlier in the session, but still a big gain and that is certainly providing some momentum. Carol's horrified right now because I just shared I just shared with her, Mike, that the path train and Katie, this is this is in your world. You please go on the path train. It's going to rise to $4 that per trip b ...

S&P 500, Dow, Nasdaq today: The S&P 500 rebounded on Thursday, snapping a four-day losing streak, as investors cheered lighter-than-expected inflation data and strong guidance from chipmaker Micron Technology, as per a report.US Stock Market Today: S&P 500 Surges After Four-Day Slide, Dow Jones and Nasdaq Also GainedThe broad market index climbed 0.79% to close at 6,774.76. The Nasdaq Composite led the gains, rising 1.38% to 23,006.36, while the Dow Jones Industrial Average added 65.88 points, or 0.14%, clo ...

同时，公司正积极布局一系列高附加值新产品，包括用于万兆固网接入场景的 50G PON 收发芯片、用于数据中心场景的 400Gbps 及 800Gbps 收发芯片、4 通道 128Gbaud 相干收发芯片以及基于终端侧应用场景的 FMCW 激光雷达前端电芯 片、车载光通信电芯片等。 | 位 | | | --- | --- | | . F . | | | J J 71 | | | ਜ 1 . | 1 1 | | 项目 | 2025.06.30/2025 | 2024.12.31/ | 2023.12.31/ | 2022.12.31/ | | --- | --- | --- | --- | --- | | | 年1-6月 | 2024 年度 | 2023 年度 | 2022 年度 | | 资产总额 | 84,494.39 | 81,745.51 | 58,739.99 | 42,281.94 | | 归属于母公司所有者权益 | 78,153.29 | 72,512.19 | 50,730.57 | 33,363.49 | | 资产负债率(母公司) | 7.15% | 10.99% | 13.64% | 21.09 ...

US stocks rose on Friday after snapping a recent losing streak, as signs of cooling inflation and waning AI worries buoyed Wall Street optimism toward the tail end of a topsy-turvy week. The S&P 500 (^GSPC) put nearly 0.4%, and the Nasdaq Composite (^IXIC) gained roughly 0.5%, looking to build on Thursday's roaring rally. The Dow Jones Industrial Average (^DJI) ticked up 0.3%. On the tech front, Oracle (ORCL) stock jumped after China's ByteDance signed deals to create a US TikTok joint venture including ...

John Moore/Getty Images The US market got a lift from cooler-than-expected inflation and strong earnings outlook from Micron. Cooler CPI has nudged the odds of a rate cut higher in January. Micron is also soothing jitters in the AI sector, where investors have been nervous about high valuations. Stock investors got two pieces of good news on Thursday. US stocks jumped as investors took in a cooler-than-expected inflation report, bolstering confidence in the economy and lifting hopes that the Fed w ...

When parallels are drawn between a company and Nvidia, investors pay attention. That’s exactly how Morgan Stanley framed Micron Technology’s (MU) latest quarter, calling it one of the biggest revenue and profit surprises in the history of the U.S. chip space, second only to Nvidia’s AI-powered surge. Micron delivered another solid double beat, extending a streak dating back to fiscal Q3 2023. Additionally, over the past six months, the stock has increased by 109% and 200% year-to-date. Following the bl ...

12月19日，强一股份(688809.SH)开启申购，发行价格为85.09元/股，申购上限为0.75万股，市盈率48.55倍， 属于上交所，中信建投证券为其保荐人。 据招股书，公司是一家专注于服务半导体设计与制造的高新技术企业，聚焦晶圆测试核心硬件探针卡的研 发、设计、生产与销售。公司具备探针卡及其核心部件的专业设计能力，是市场地位领先的拥有自主MEMS 探针制造技术并能够批量生产、销售MEMS探针卡的厂商，打破了境外厂商在MEMS探针卡领域的垄断。 探针卡是一种应用于半导体生产过程晶圆测试阶段的"消耗型"硬件，是半导体产业基础支撑元件。作为晶圆 制造与芯片封装之间的重要节点，晶圆测试能够在半导体产品构建过程中实现芯片制造缺陷检测及功能测 试，对芯片的设计具有重要的指导意义，能够直接影响芯片良率及制造成本，是芯片设计与制造不可或缺的 一环，对半导体产业链具有重要意义。因此，在人工智能、数字化技术不断革新的趋势下，探针卡的性能保 证了在通信、计算机、消费电子、汽车电子以及工业等领域发挥决定性作用的半导体产品的可靠性。 凭借深入的需求理解、扎实的技术实力、丰富的交付经验以及可靠的规模化生产能力，公司产品及服务得到 ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 12 Best Long Term US Stocks to Buy Now. Cantor Keeps Overweight on AMD Despite Target Cut, Citing Strong AI Tailwinds On December 16, Cantor Fitzgerald cut its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $300 from $350 while keeping an Overweight rating on the stock. The firm says the semiconductor index is set up to lead the broader market after beating the S&P 500 by about 30 points in 2025. Early momentum from the AI buil ...