"Wolfspeed股价飙了10倍！"最近碳化硅圈的消息让投资者眼前一亮，可老股东却笑不出来——这1000% 的涨幅，是破产重组后"旧股全额注销、新股重新定价"的表观数字，绝非真金白银的收益。 曾几何时，Wolfspeed是碳化硅"全球一哥"，手握200毫米晶圆独家技术，订单接到手软。但2025年上半 年，前管理层盲目扩张让它陷入破产保护，市场满是"一手好牌打得稀烂"的嘲讽。如今重组落地，股价 数字看似逆袭，可剥去"数字外衣"，它是真止血，还是仍在债务泥潭里挣扎？重组后的降本、技术家底 与订单潜力，才是"浴火重生"的关键。 01 从"破产倒计时"到"数字狂欢"：重组拆了哪三颗"炸弹"？ 去年此时的Wolfspeed堪称"内忧外患"：莫霍克谷工厂200毫米晶圆利用率跌到20%，开着机器就亏； 2025年Q3单季净亏2.86亿，毛利率-20.8%；5.75亿可转债违约，现金流濒临断裂。市场等着看"龙头退 市"，可短短数月，重组让它"改头换面"——9月29日退出破产保护，股价飙出10倍（需明确：这只是新 股换旧股的表观涨幅，非实际收益），背后是三个扎实的"拆弹"动作： 1）债务砍半：短期不用"卖厂偿债" 重组前，W ...

QUALCOMM TodayQCOMQUALCOMM$165.30 -3.90 (-2.30%) 52-Week Range$120.80▼$182.10Dividend Yield2.15%P/E Ratio15.94Price Target$182.82Add to WatchlistTech giant Qualcomm Inc. NASDAQ: QCOM has long tested investors' patience. While more well-known peers, such as NVIDIA Corporation NASDAQ: NVDA, have ridden the artificial intelligence (AI) wave to record highs, Qualcomm has remained effectively idle and is currently trading at 2021 levels. As we’ve written about several times in recent months, the company has bee ...

Nvidia has dominated the AI chip race and it is planning to further distance itself from AMD, according to KeyBanc analyst John Vinh. ...

Key Points Advanced Micro Devices is the leader in programmable chips designed for edge devices. AI running on edge devices could unlock a monster growth opportunity for the company's embedded chip business. 10 stocks we like better than Advanced Micro Devices › Graphics processing units (GPUs) are estimated to comprise about half of data center spending. This has propelled the stock of Nvidia to the moon over the past few years. But over the long term, more AI tasks will be processed directly on d ...

NVIDIA Corporation ( NVDA ) shares have gone through growth spurts and consolidation stretches so far in 2025. Amid ebbs and flows in sentiment, the world’s most valuable company ranked No. 5 on the Dow Jones IndustrialFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to fina ...

NVIDIA Corporation ( NVDA ) shares have gone through growth spurts and consolidation stretches so far in 2025. Amid ebbs and flows in sentiment, the world’s most valuable company ranked No. 5 on the Dow Jones IndustrialFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to fina ...

[Music] Welcome to Stocks in Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ally Canal, who's here to keep the discussion easy to understand and very lively. Yes.And today we're putting the fun in fundamentals. Our guest is a veteran of turning company financial statements into and un ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体芯闻综合 。 人工智能芯片公司 Rebellions Inc. 从包括 Arm Holdings Plc 在内的投资者处筹得 2.5 亿美 元，用于大规模量产芯片并加速产品开发，以应对竞争激烈的 AI 市场。 这家韩国初创公司在一份声明中表示，公司完成了 C 轮融资，估值达到 14 亿美元。 Arm 作为战 略合作伙伴加入，旨在加快下一代数据中心基础设施的创新进程。 此次融资还吸引了 三星创投（ Samsung Ventures ）、和硕集团创投（ Pegatron Corp. VC ） 及 Lion X Ventures Pte 参与，现有投资方如 韩国开发银行（ KDB ） 和 Korelya Capital 也继续支持。 Rebellions 是多家希望在迅速扩张的 AI 基础设施市场中占据一席之地的芯片初创企业之一，该市 场由 英伟达（ Nvidia Corp. ） 和 超微（ AMD ） 领跑。今年 8 月，该公司推出了旗舰芯片 REBEL-Quad ，专为大规模 AI 推理设计。 同为芯片初创公司的 Groq Inc. 本月完成 7.5 ...

"Wolfspeed股价飙了10倍！"最近碳化硅圈的消息让投资者眼前一亮，可老股东却笑不出来 ——这1000%的涨幅，是破产重组后"旧股全额注销、新股重新定价"的表观数字，绝非真金 白银的收益。 曾几何时， Wolfspeed是碳化硅"全球一哥"，手握200毫米晶圆独家技术，订单接到手软。 但2025年上半年，前管理层盲目扩张让它陷入破产保护，市场满是"一手好牌打得稀烂"的嘲 讽。如今重组落地，股价数字看似逆袭，可剥去"数字外衣"，它是真止血，还是仍在债务泥潭 里挣扎？重组后的降本、技术家底与订单潜力，才是"浴火重生"的关键。 01 从 "破产倒计时"到"数字狂欢"：重组拆了哪三颗"炸弹"？ 去年此时的 Wolfspeed堪称"内忧外患"：莫霍克谷工厂200毫米晶圆利用率跌到20%，开着 机器就亏；2025年Q3单季净亏2.86亿，毛利率-20.8%；5.75亿可转债违约，现金流濒临断 裂。市场等着看"龙头退市"，可短短数月，重组让它"改头换面"——9月29日退出破产保护， 股价飙出10倍（需明确：这只是新股换旧股的表观涨幅，非实际收益），背后是三个扎实 的"拆弹"动作： 1） 债务砍半：短期不用 "卖厂偿债 ...

As Tuesday, September 30, 2025, dawns, the U.S. stock market is bracing for a cautious open, with premarket trading indicating a slight pullback across major index futures. Investors are closely monitoring a confluence of factors, including the looming threat of a U.S. government shutdown, critical economic data releases, and a fresh batch of corporate earnings. This follows a generally positive September, which saw major indexes trading near record highs.Premarket Trading and Futures MovementsEarly indicat ...