Key TakeawaysSlovakia has affirmed its commitment to not quickly abandon Russian oil supplies, a stance reiterated by President Peter Pellegrini during recent talks with US President Donald Trump in New York.Tesla (TSLA) is projected to lead the "Magnificent Seven" tech giants with an estimated 150% revenue growth over the five-year period from 2025 to 2030.Apple (AAPL) faces a comparatively modest growth outlook, with an estimated 10% revenue increase over the same five-year span.Other major tech players l ...

消息人士称，美国商务部正考虑对进口设备中与芯片相关的内容按25%的税率征税；对来自日本和欧盟的电子产品则为15%，但强调 这些数字仍属初步意见。消息人士还表示，商务部也在研究基于在美制造投资的"美元对美元"豁免，但前提是企业将其产能的一半转移 到美国；目前尚不清楚该机制如何运作或是否会推进。 消息人士称，美国商务部曾提议将芯片制造设备排除在关税之外，以避免推高在美国生产半导体的成本，从而削弱特朗普的本土化目 标。但知情人士表示，白宫对这一"豁免"并不满意，理由是特朗普总体上不赞成设置各类豁免。 【导读】芯片关税，特朗普又在酝酿怪招！ 中国基金报记者 泰勒 大家好，简单关注一下特朗普关于芯片关税的消息。 特朗普考虑根据芯片数量对外国电子产品征收关税 9月27日，据知情人士透露，特朗普政府正考虑根据每台电子设备所含芯片数量，对进口的外国电子设备征收关税，旨在促使企业将制 造环节转移至美国，按照这一方案，美国商务部将按产品芯片内容的估算价值的一定比例征收关税。 白宫发言人库什·德赛在被问及细节时回应称："美国不能在事关国家与经济安全的半导体产品上依赖外国进口。特朗普政府正通过关 税、减税、放松监管以及能源充裕等手段 ...

Super Micro’s shares have been on a roller-coaster run over the past two years and have yet to return to their record peak from early 2024. Meanwhile, CoreWeave has seen the wave of demand that followed its initial public offering fade, as its shares have retreated from their June peak, FactSet data showed.In commentary published earlier this week, Sosnick highlighted what some have described as the dangerously insular nature of AI-related spending. The hyperscalers — Microsoft Corp. MSFT, Amazon.com Inc. A ...

The company is well prepared for growth in any environment.There's no shortage of news in the AI sector these days, but investors looking for a long-term AI stock to buy and hold shouldn't be so swayed by the daily headlines.Instead, you'll want to find a company with an enduring business model, strong competitive advantage, and a clear path to long-term growth on the top and bottom lines. One stock that fits all three of those categories is Arm Holdings (ARM -0.70%), which is best known for licensing its C ...

A weathered, grungy rubber stamp ink imprint in red. Easily place this stamp into your design as there is no background color (white). Objects will show through the grunge texture punched out of the stamp. Download includes a high resolution RGB JPEG as well as an editable AI10 vector EPS.gettyNear the end of 2022, a reader wrote in to tell me that my bullish view of the economy at the time was off the mark. From his vantage point, people were struggling, prices were soaring, and wages weren’t keeping up.Th ...

壁仞科技向港交所递交上市申请的动作，不仅是这家国产GPU龙头的资本进阶，更被视作中国自主算力突破的重要信号。作为第五大股东的上海临港， 其"基金+基地"的深度绑定模式，也让市场看到了国产硬科技成长背后产融协同的力量。 商业化落地的加速推进，让技术价值逐步转化为市场竞争力。在政策与市场的双重驱动下，壁仞科技已实现三大运营商的全面覆盖，其壁砺系列产品在中 国电信千卡集群落地应用，并参与浙江乌镇智算中心等重大项目建设。针对不同场景需求，壁仞形成了清晰的产品矩阵：BR100主攻AI训练与科学计算， 壁砺110E推理卡则以1.3倍于主流方案的算力密度和70%的能耗节省，在文生图、语音识别等推理场景快速渗透。渠道布局上，通过超讯通信担任行业总 代，2025年已设定2万颗芯片的进货目标，同时与科华数据联合开发大模型一体机，拓宽政企市场触达路径。不过营收规模仍显稚嫩，2025年营收约2.8亿 元，与摩尔线程18亿元的营收相比存在差距，如何将技术优势转化为盈利能力，将是上市后亟待解决的课题。 从技术突破到生态成型，再到商业落地，壁仞科技的成长轨迹勾勒出国产GPU的突围路径。港股上市带来的资本注入，或将加速其在封装国产化、生态扩 ...

Nvidia's plan to invest up to $100 billion in OpenAI should speed up the race to achieve artificial superintelligence, which in turn should further ramp up demand for Nvidia's AI-enabling products.Don't fret if you've been eyeing Nvidia (NVDA 0.27%) stock and thinking you've missed your opportunity to invest in the artificial intelligence (AI) technology juggernaut. Nvidia stock still has not just great -- but fantastic -- long-term growth potential left.Nvidia's main growth driver for a while will be the c ...

Broadcom is already the seventh-largest company in the world by market cap.A few years ago, only gamers and cryptocurrency miners really knew Nvidia (NVDA 0.27%). While it was in some personal computers from the factory, it was far from a household name. Now, it's the world's largest company and almost everyone knows about it.For the most part, any company valued at about $1 trillion is already a household name, but there is one company that is flying under most investors' radar despite its large size. Broa ...

记者丨骆轶琪 编辑丨张伟贤 9月26日，摩尔线程在披露招股书（6月30日）后仅88天，顺利进入上会阶段。公告显示，上海证券交易 所上市审核委员会认定，摩尔线程符合发行条件和上市条件。 与之招股时间接近的沐曦股份，则在9月21日披露第二轮问询函内容。虽然沐曦股份暂时未定下一步动 态，但这些都意味着，国产GPU芯片企业的上市正事实上进入加速阶段。 21世纪经济报道记者综合梳理发现，目前，两家GPU芯片公司均尚未实现盈利，但支撑其登陆资本市场 底气的，是二者在2024年均实现营业收入大幅增长，同时面向大模型时代的智算相关产品正逐渐获得市 场认可。 公司方面指出，上半年随着市场对大模型训练、推理部署、GPU云服务等需求大幅提升，加之公司第四 代GPU芯片"平湖"实现商业化，营业收入大幅增长，同时加强对成本费用的管理，实现了亏损改善。 从发展可持续性来看，两家公司不仅在手订单量远超营收，向以互联网、运营商为代表的AI智算关键 客户拓展也见成效。 此外，这已经不是单点突破，国内AI芯片产业链公司近些年来正在持续构建生态化能力，两家公司也 是国产AI算力建设的重要贡献者。 收入大增，智算芯片受热捧 2024年是国产AI芯片 ...

记者丨骆轶琪 编辑丨张伟贤 9月26日，摩尔线程在披露招股书（6月30日）后仅88天，顺利进入上会阶段。公告显示，上 海证券交易所上市审核委员会认定， 摩尔线程符合发行条件和上市条件 。 与之招股时间接近的沐曦股份，则在9月21日披露第二轮问询函内容。虽然沐曦股份暂时未定 下一步动态，但这些都意味着，国产GPU芯片企业的上市正事实上进入加速阶段。 21世纪经济报道记者综合梳理发现，目前， 两家GPU芯片公司均尚未实现盈利，但支撑 其登陆资本市场底气的，是二者在2024年均实现营业收入大幅增长 ，同时面向大模型时 代的智算相关产品正逐渐获得市场认可。 | 项目 | 2025 年 1-6 月 | 2024 年度 | 2023 年度 | 2022 年度 | | --- | --- | --- | --- | --- | | 营业收入 | 7.02 | 4.38 | 1.24 | 0.46 | | 浄利润 | -2.71 | -14.92 | -16.73 | -18.40 | 从发展可持续性来看， 两家公司不仅在手订单量远超营收，向以互联网、运营商为代表的AI 智算关键客户拓展也见成效 。 此外，这已经不是单点突破 ...