Discover why NVIDIA's newest catalysts could send the stock into its next explosive growth phase.Nvidia (NVDA +3.80%) is entering a powerful new chapter as China reopens access to H200 chips and demand for Blackwell surges worldwide. With a massive backlog, rising margins, and the upcoming Rubin platform, the company is positioned for impressive growth that could outperform expectations.Stock prices used were the market prices of Dec. 12, 2025. The video was published on Dec. 19, 2025. ...

文章核心观点 - 市场焦点正转向塑造2026年股市表现的结构性力量 人工智能模型ChatGPT被用于识别具备持续盈利能力和韧性的主导行业[1] - ChatGPT识别出两个有望在2026年引领市场的行业：科技和医疗保健[2] 科技行业 - 科技行业预计仍将是2026年市场主导的主要引擎 驱动力来自人工智能在各行业的持续扩张[3] - 主要投行和策略师普遍预期人工智能将继续成为企业盈利最强大的增长催化剂 因企业持续增加对云计算、半导体和数字化转型的支出[3] - 大型金融机构预测 人工智能相关投资将成为2026年整体市场增长的关键贡献者 使科技行业保持在盈利增长的中心[4] - 基础设施需求的规模和持续性进一步增强了该行业的前景 人工智能发展需要巨大的计算能力 维持着对数据中心、网络设备、软件平台和自动化工具的大量投资[4] - 此支出周期惠及从芯片设计商到云服务提供商等广泛的科技公司 强化了人工智能驱动增长是结构性而非投机性的观点[5] - 多个科技子领域正在并行发展 包括专注于人工智能的半导体、通过订阅和企业解决方案将人工智能货币化的软件平台 以及支持日益数字化运营的云和数据基础设施[6] - 人工智能在企业与消费市场的广泛采用 使科技行业成为2026年领先的增长引擎 尽管公司层面的表现可能有所不同[6] 医疗保健行业 - 医疗保健行业被确定为2026年第二个有望领先的行业 兼具创新驱动增长和防御性特征 在经济放缓时期需求相对稳定 在高估值和持续波动的市场环境中具有吸引力[7] - 医疗保健行业正在经历技术转型 人工智能正在加速药物发现、改善诊断、实现个性化医疗并提高运营效率 这些进步正在创造超越传统人口结构驱动需求的新收入来源[8] - 近年来表现落后于大盘后 许多医疗保健股交易价格处于相对折价状态 ChatGPT强调了均值回归的预期不断增强 催化剂包括生物技术并购、新药获批以及数字健康解决方案的扩展[11] - 该行业的多元化进一步增强了其吸引力 涵盖制药与生物技术、医疗器械与诊断以及医疗保健服务 结合了创新主题与老龄化人口和长期护理需求相关的基本服务的稳定性[12]

The booming demand for high-speed networking in data centers has supercharged this tech stock.Nvidia (NVDA +3.80%) and Broadcom (AVGO +3.12%) are among the leading names in the artificial intelligence (AI) hardware space. Their chips are deployed in massive numbers by cloud computing companies, hyperscalers, and AI companies for AI model training and inference.Not surprisingly, both Broadcom and Nvidia have been witnessing remarkable growth lately. Nvidia reported an impressive 62% jump in revenue last mont ...

Back to market on close. I'm [music] Marley Caden alongside Sam Bodis in New York. Let's turn our attention to the world of quantum computing and welcoming our next guest.Joining us now in our Chicago headquarters is Yun uh the CEO of Boltz Technology. Yun, thank you so much for being with us today, taking the time to join us here in studio. Now, you warned that quantum risk is coming.For investors and viewers who don't live in cryptography, what does that actually mean. So quantum computing is a new way of ...

Taiwan Semiconductor is positioned to thrive in 2026.Finding the ultimate stock to buy for 2026 is no easy task. First, you have to address whether the stock will come from an AI-related field or not. There are growing fears of an AI bubble forming, but those fears are negated by real money being spent by the AI hyperscalers, who are racing to build out as much computing capacity as possible. I think one of the best stocks to buy for 2026 comes from this industry, and it's a key supplier.While I'll entertai ...

If someone asked you to name a large AI chip manufacturer, you’d probably say Nvidia (NVDA), Advanced Micro Devices (AMD), or maybe Taiwan Semiconductor (TSM). Your first thought probably wouldn’t be Broadcom (AVGO). But Broadcom is actually a giant in the AI hyperscaler space with a $1.6 trillion market cap. Up 54% over the past year, the company has found defining success by pursuing only seven to 10 main customers who need billion-dollar buildouts rather than chasing many small $10 million contracts. ...

Wall Street analysts estimate GXO will generate $341 million in free cash flow ( FCF ) next year, putting the company on a forward price-to-FCF multiple of 17.7 times FCF. Assuming a multiple of 20 times for a mature industrial company (a conservative assumption, as GXO clearly has good long-term growth prospects), the consensus target of almost $65 (implying 23.6% upside) looks realistic.The changing dynamics of organic revenue growth are clearly demonstrated in the table. However, the company appears to b ...

【导读】摩尔线程发布新一代GPU架构"花港"等 12月20日上午，备受市场关注的摩尔线程首届MUSA开发者大会在北京中关村国际创新中心召开。在此 次大会上，摩尔线程展示了以自主MUSA统一架构为核心的全栈技术成果，包括新一代GPU架构"花 港"、未来将发布的"华山"芯片和"庐山"芯片，以及夸娥万卡智算集群。 发布新一代GPU架构"花港" MUSA是摩尔线程自主研发的元计算统一计算架构，是其战略基石，覆盖从芯片架构、指令集、编程模 型到软件运行库及驱动程序框架等的全栈技术体系。 "华山"专注AI训推一体与超大规模智能计算，为万卡级智算集群提供稳定高效的算力支撑，是构建下一 代"AI工厂"的坚实底座。 "庐山"专攻高性能图形渲染，其AI计算性能提升64倍，几何处理性能提升16倍，光线追踪性能提升50 倍，并显著增强纹理填充、原子访存能力及显存容量。 推出夸娥万卡智算集群 在此次大会上，摩尔线程还正式发布了夸娥万卡智算集群。该集群具备全精度、全功能通用计算能力， 在万卡规模下能实现高效稳定的AI训练与推理。 据摩尔线程介绍，其核心突破包括：浮点运算能力达到10Exa-Flops，训练算力利用率（MFU）在Dense ...

记者丨 彭新 编辑丨朱益民 在登陆科创板近半月之际，12月20日，摩尔线程（688795.SH）于北京举办首届MUSA开发者 大会。 构和上一代Hopper架构之间，而在访存容量指标上优于上述两个架构。 同步发布的"庐山"芯片则侧重于高性能图形渲染，其AI计算性能提升64倍，几何处理性能提升 16倍，光线追踪性能提升50倍，并增强了纹理填充和显存容量。 会上，摩尔线程展示了其基于MUSA统一架构为核心的全栈技术成果，并发布下一代全功能 GPU架构"花港"。 基于该架构，摩尔线程推出面向AI训推一体的"华山"芯片及高性能图形渲染的"庐山"芯片，并 展示了"夸娥"万卡智算集群技术成果与搭载"长江"SoC芯片的端侧AI产品。 MUSA（Meta-computing Unified System Architecture）为摩尔线程自主研发的"元计算"统一 计算架构，覆盖从芯片架构、指令集、编程模型到软件运行库及驱动程序框架等的全栈技术体 系。其中，新一代GPU架构"花港"最受关注。 "大家知道，目前的芯片代工工艺发展确实面临一些客观的、缓慢的挑战。但我们要不要停下 来等？不能。'花港'的意义在于，我们通过全新的指令 ...

人工智能政策与产业发展 - 浙江省加快推动人工智能创新发展高地建设 全面实施"人工智能+"行动 [1] - 我国首套全国产化VTS系统落地大连 为船舶配备"AI护航员" [1] 人工智能硬件与基础设施 - 摩尔线程发布新GPU架构 可支持十万卡规模集群 [1] 人工智能模型与应用 - 苹果公司正在开发名为DarkDiff的AI模型 旨在提升暗光环境下的拍摄画质 [1][3] - 微软为其Copilot新增语音实时编辑功能 [1][3]