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【公告臻选】芯片+PCB+‌IGBT散热模块+光伏+金属新材料!公司部分客户为英伟达供应商
第一财经· 2025-12-18 22:48
面对每晚海量的公告无从下手?《公告臻选》助你高效决策!专业筛选每晚最重要的关键公告,提供通 俗易懂的深度解读,揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌,决胜开盘之前。 前言 点击解锁付费内容,捕捉每天公告中的"黄金机会"! ①芯片+PCB+IGBT散热模块+光伏+金属新材料!公司部分客户为英伟达供应商;②数字孪生 +AI+机器人+智慧政务+军工信息化!公司子公司长期服务公安政府部门;③光伏+逆变器+储能 +TOPCon电池+HJT电池+一带一路!公司在手储能订单高达31亿美元。 ...
ITOT’s 37% Concentration in Top Ten Holdings Could Make or Break 2026 Returns
Yahoo Finance· 2025-12-18 22:41
24/7 Wall St. Quick Read ITOT returned 16.4% through mid-December 2025. Analysts project S&P 500 earnings to grow 11% in 2026. The fund’s top 10 holdings represent 37% of assets. Nvidia alone accounts for 7.3%. Technology represents 33% of the portfolio. Nvidia reported 62% revenue growth in its most recent quarter. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to lea ...
Micron Remains A Solid Buy After Blowout Earnings
Seeking Alpha· 2025-12-18 22:39
After the bell on Wednesday, we received fiscal first quarter results from Micron Technology, Inc. ( MU ) for its November-ending period. The memory and storage company has seen its shares more than double over theI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have bee ...
Stock market today: Dow, S&P 500, Nasdaq rise as CPI inflation eases in November, Micron boosts tech
Yahoo Finance· 2025-12-18 22:35
US stocks rose on Thursday, eyeing a recovery from Wall Street's tech-fueled sell-off, as investors digested the easing inflation pressures from the latest reading on consumer prices that could help set expectations for the path of interest rates. The tech-heavy Nasdaq Composite (^IXIC) led the way up with a gain of 1.5%, pushed north by a strong earnings report from Micron (MU) after AI trade worries spurred another bruising session for tech on Wednesday. Shares in the benchmark S&P 500 (^GSPC) and the b ...
AOI Introduces New Ultra High-Power Semiconductor Laser to Support Silicon Photonics and CPO
Globenewswire· 2025-12-18 22:30
AOI Introduces New Semiconductor Laser to Support Silicon Photonics and CPO in AI Data Centers Applied Optoelectronics, Inc. (AOI) SUGAR LAND, Texas, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power the internet, today announced a new 400-milliwatt narrow-linewidth pump laser designed to meet growing demand for silicon photonics and co-packaged optics (CPO) in AI data centers. A few years in devel ...
MU Earnings Boost Tech, NVDA & AVGO in BofA's 2026 A.I. Picks
Youtube· 2025-12-18 22:30
Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. Uh so it looks like uh I mean futures are catching a bid, but this has happened basically all week. Uh and it's been a bit of a head fake.Now it does seems to be there's more strength right now. What's your take. >> Yeah, I would agree with you.I mean right now at least to start off today we are seeing some strength in the tech sector after Micron's earnings and then also maybe the possibility that the infla ...
This AI stock has shot up 55,000% in the past two years
Yahoo Finance· 2025-12-18 22:16
In the past two years, shares of Nvidia have increased by more than 250%. Palantir and Seagate have seen big gains as well, causing a growing number of investors to worry that AI is in a bubble akin to the dot-com era. But those gains are small potatoes compared to one Indian company. The share price of RRP Semiconductor Ltd. has surged by an eye-popping 55,000% in the past 20 months. On Dec. 17, 2023, you could have bought shares for 10 Indian rupees (roughly 11 cents in U.S. dollars). Today, those share ...
Micron Says The Best Is Yet To Come After Record Q1
Benzinga· 2025-12-18 22:16
Micron Technology, Inc. (NASDAQ:MU) stock rose Thursday after surpassing fiscal first-quarter 2026 expectations and issuing a robust forecast.Micron reported first-quarter revenue of $13.64 billion, topping estimates, with adjusted earnings of $4.78 per share. Sales grew 20.5% year-over-year, operating cash flow rose to $8.41 billion, and adjusted free cash flow was $3.9 billion.“In fiscal Q1, Micron delivered record revenue and significant margin expansion at the company level and also in each of our busin ...
Micron stock pops 14% as AI memory demand soars: 'We are more than sold out'
CNBC· 2025-12-18 22:15
The Micron logo is seen displayed at the 8th China International Import Expo.Micron Technology's stock jumped 14% after the company signaled robust demand for its memory chips and blew away fiscal first-quarter estimates.During an earnings call with analysts, Micron, which makes memory storage used for computers and artificial intelligence servers, said data center needs have fueled greater demand for its products.Micron said it expects the total addressable market for high-bandwidth memory to hit $100 bill ...
面相AI半导体,富士胶片,推出聚酰亚胺产品
DT新材料· 2025-12-18 22:13
2026未来产业新材料博览会 (FINE2026),聚焦 未来产业五大共性需求 (先进半导体、 先进电池、轻量化、低碳可持续、热管理 ),其中 先进半导体展区 ,涉及金刚石、碳化硅、氧化镓等下一代半导体、晶体生长、超精密加工、先进封装等。 欢 迎咨询:18957804107 【DT新材料】 获悉 , 近日, 富士胶片株式会社 宣布推出全新品牌 ZEMATES ™ 该品牌以聚酰亚胺 为核心材料, 兼具高耐热、绝缘好及高可靠性等特点, 可 用于半导体封装工艺中的光敏绝缘材料 。 ZEMATES ™ 产品系列包括用于重分布层 (RDL) 和保护膜的液态聚酰亚胺 、用于重分布层的薄膜型聚酰亚胺以及用于保护膜的 PBO(聚苯并噁唑) 。 | | Liquid-Type Polyimide | | Film-Type Polyimide | PBO | | --- | --- | --- | --- | --- | | | LTC Series | Durimide" Series | | FB Series | | Intended Use | RDL | Protective Film Buffer coat | R ...