格隆汇1月27日｜半夏投资创始人李蓓近日在接受媒体专访时称，黄金的核心属性是“百年维度跑平通胀”，实际金价的长周期(20—30年)由全球央行购金行为驱动。2000年后央行增持推动黄金进入上涨周期，但当前这一逻辑已出现逆转：一方面，俄罗斯央行(全球第五大黄金储备国)开始出售黄金，这是长期周期转向的重要信号；另一方面，中金公司李昭博士的定价模型显示，去年年底黄金估值残差达历史高位，已处于高估状态。 李蓓称，上个月已经清仓了所有黄金，核心判断是长期投资价值消退。黄金未必会跌，可能在高位震荡，但机会成本极高——未来两年中国顺周期蓝筹或迎来大牛市，持有黄金将错失更大机会。更重要的是，人民币升值背景下，人民币计价的黄金可能下跌，进一步降低投资价值。对普通投资者而言，跟风追涨不可取，需警惕高位震荡与汇率波动的双重风险。

Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Analysts Are Watching. On January 22, William Blair analyst Sebastien Naji initiated coverage on the stock with an “Outperform” rating. The firm sees Micron well-positioned to deliver sharp profit growth amid AI-fueled memory bottlenecks. According to William Blair, the AI-driven memory boom is sustainable, at least for the next couple of years. While valuation increasingly embeds significant growth expectations, we believe shares can continue to work on the back of a multiyear, AI-driven product cycle characterized by tight supply. We estimate a fair value for shares of roughly $450. The firm believes that a multiyear memory upcycle will lift pricing and margins, particularly by HBM (high-bandwidth memory). Customers have been pursuing higher-performance products with higher average selling prices, particularly because memory has become a bottleneck in AI systems. The firm anticipates Micron to grow its HBM revenue 164% in fiscal 2026 and 40% in fiscal 2027, being the number two player in the market. Since HBM chips cost more and have better margins than Micron’s other products, its sales are likely to result in a 275% rise in adjusted EPS over the next two years, it noted. William Blair forecasts MU to report an adjusted earnings of $41.77 a share in fiscal 2027, up from $8.29 in fiscal 2025. Memory Supercycle Driving Record Profitability. Micron has been a U.S. semiconductor stalwart serving as one of the three major global memory suppliers (alongside Samsung and SK Hynix). Access to memory has become a key bottleneck in AI racks/systems, increasing demand for more performant, higher bandwidth memory solutions. Against a backdrop of limited supply that is likely to remain in place into 2027, Micron is poised to benefit from significant ASP growth and higher margin products. We expect the company to grow non-GAAP EPS over 275% over the next two years. Micron Technology, Inc. (NASDAQ:MU) develops and sells...

Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Analysts Are Watching. On January 22, William Blair analyst Sebastien Naji initiated coverage on the stock with an “Outperform” rating. The firm sees Micron well-positioned to deliver sharp profit growth amid AI-fueled memory bottlenecks. According to William Blair, the AI-driven memory boom is sustainable, at least for the next couple of years. While valuation increasingly embeds significant growth expectations, we believe shares can continue to work on the back of a multiyear, AI-driven product cycle characterized by tight supply. We estimate a fair value for shares of roughly $450. The firm believes that a multiyear memory upcycle will lift pricing and margins, particularly by HBM (high-bandwidth memory). Customers have been pursuing higher-performance products with higher average selling prices, particularly because memory has become a bottleneck in AI systems. The firm anticipates Micron to grow its HBM revenue 164% in fiscal 2026 and 40% in fiscal 2027, being the number two player in the market. Since HBM chips cost more and have better margins than Micron’s other products, its sales are likely to result in a 275% rise in adjusted EPS over the next two years, it noted. William Blair forecasts MU to report an adjusted earnings of $41.77 a share in fiscal 2027, up from $8.29 in fiscal 2025. Memory Supercycle Driving Record Profitability. Micron has been a U.S. semiconductor stalwart serving as one of the three major global memory suppliers (alongside Samsung and SK Hynix). Access to memory has become a key bottleneck in AI racks/systems, increasing demand for more performant, higher bandwidth memory solutions. Against a backdrop of limited supply that is likely to remain in place into 2027, Micron is poised to benefit from significant ASP growth and higher margin products. We expect the company to grow non-GAAP EPS over 275% over the next two years. Micron Technology, Inc. (NASDAQ:MU) develops and sells...

Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Analysts Are Watching. On January 22, William Blair analyst Sebastien Naji initiated coverage on the stock with an “Outperform” rating. The firm sees Micron well-positioned to deliver sharp profit growth amid AI-fueled memory bottlenecks. According to William Blair, the AI-driven memory boom is sustainable, at least for the next couple of years. While valuation increasingly embeds significant growth expectations, we believe shares can continue to work on the back of a multiyear, AI-driven product cycle characterized by tight supply. We estimate a fair value for shares of roughly $450. The firm believes that a multiyear memory upcycle will lift pricing and margins, particularly by HBM (high-bandwidth memory). Customers have been pursuing higher-performance products with higher average selling prices, particularly because memory has become a bottleneck in AI systems. The firm anticipates Micron to grow its HBM revenue 164% in fiscal 2026 and 40% in fiscal 2027, being the number two player in the market. Since HBM chips cost more and have better margins than Micron’s other products, its sales are likely to result in a 275% rise in adjusted EPS over the next two years, it noted. William Blair forecasts MU to report an adjusted earnings of $41.77 a share in fiscal 2027, up from $8.29 in fiscal 2025. Memory Supercycle Driving Record Profitability. Micron has been a U.S. semiconductor stalwart serving as one of the three major global memory suppliers (alongside Samsung and SK Hynix). Access to memory has become a key bottleneck in AI racks/systems, increasing demand for more performant, higher bandwidth memory solutions. Against a backdrop of limited supply that is likely to remain in place into 2027, Micron is poised to benefit from significant ASP growth and higher margin products. We expect the company to grow non-GAAP EPS over 275% over the next two years. Micron Technology, Inc. (NASDAQ:MU) develops and sells...

格隆汇1月27日｜宏景科技今日20cm涨停，成交额27.87亿元，换手率40.21%，盘后龙虎榜数据显示，深股通专用席位买入1.47亿元并卖出4764.30万元，3家机构专用席位净买入2.31亿元。

Amazon and Alphabet could be $5 trillion companies by the end of 2028. Nvidia is the world's most valuable company, with a market capitalization of $4.5 trillion. Meanwhile, Palantir Technologies is worth $400 billion. That brings their collective valuations to $4.9 trillion. I think Amazon (AMZN 0.31%) and Alphabet (GOOGL +1.63%) (GOOG +1.57%) can top that figure by 2028. Here's what that implies for shareholders: Amazon is worth $2.6 trillion. The stock must add about 92% for the company's market value to hit $5 trillion. Reaching that level by the end of 2028 implies annual returns of 24% over the next three years. Alphabet is worth $3.9 trillion. The stock must add about 28% for the company's market value to hit $5 trillion. Reaching that level by the end of 2028 implies annual returns of 9% over the next three years. Here's what investors should know about Amazon and Alphabet. 1. Amazon Amazon is deploying artificial intelligence (AI) products and tools across its three core businesses -- retail e-commerce, digital advertising, and cloud computing -- to not only increase revenue, but also to improve profitability. Non-GAAP operating margin increased nearly 2 percentage points in the past year due in part to efficiency gains in the retail business driven by generative AI tools. Amazon Web Services (AWS) dominates the cloud infrastructure and platform services market with 41% market share, according to Gartner. Cloud computing revenue growth accelerated to 20% in the third quarter as AWS continued to benefit from demand for AI. "AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS," CEO Andy Jassy said. Looking ahead, retail e-commerce sales are projected to increase at 10% annually through 2030, according to Straits Research. Ad tech spending is forecast to grow at 14% annually through 2030, according to Grand View Research. And cloud services spending is projected to increase at 22% annuall...

Here's how Amazon can become a $5 trillion company by 2028: The Wall Street consensus says earnings will grow at 19% annually over the next three years, which makes the current valuation of 34 times earnings look reasonable. But Amazon beat the consensus estimate by an average of 23% in the last six quarters. If that continues, its market value could hit $5 trillion by late 2028 while the price-to-earnings (P/E) ratio drops to 33. Looking ahead, retail e-commerce sales are projected to increase at 10% annually through 2030, according to Straits Research. Ad tech spending is forecast to grow at 14% annually through 2030, according to Grand View Research. And cloud services spending is projected to increase at 22% annually through 2030, according to Goldman Sachs . That means Amazon has powerful growth drivers in its three core businesses. Amazon Web Services (AWS) dominates the cloud infrastructure and platform services market with 41% market share, according to Gartner . Cloud computing revenue growth accelerated to 20% in the third quarter as AWS continued to benefit from demand for AI. "AWS is where the preponderance of companies' data and workloads reside, and part of why most companies want to run AI on AWS," CEO Andy Jassy said. Amazon is deploying artificial intelligence (AI) products and tools across its three core businesses -- retail e-commerce, digital advertising, and cloud computing -- to not only increase revenue, but also to improve profitability. Non-GAAP operating margin increased nearly 2 percentage points in the past year due in part to efficiency gains in the retail business driven by generative AI tools. Alphabet is worth $3.9 trillion. The stock must add about 28% for the company's market value to hit $5 trillion. Reaching that level by the end of 2028 implies annual returns of 9% over the next three years. Amazon is worth $2.6 trillion. The stock must add about 92% for the company's market value to hit $5 trillion. Reaching that level by the en...

Key Points Nvidia and Palantir Technologies are collectively worth $4.9 trillion; Amazon and Alphabet could exceed that figure by the end of 2028. Amazon's cloud AI services are driving revenue growth, and internal generative AI tools are making the company more profitable. Alphabet's Google Cloud is gaining market share in cloud computing due in part to demand for custom AI chips and Gemini models. 10 stocks we like better than Amazon › Nvidia is the world's most valuable company, with a market capitalization of $4.5 trillion. Meanwhile, Palantir Technologies is worth $400 billion. That brings their collective valuations to $4.9 trillion. I think Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) can top that figure by 2028. Here's what that implies for shareholders: Amazon is worth $2.6 trillion. The stock must add about 92% for the company's market value to hit $5 trillion. Reaching that level by the end of 2028 implies annual returns of 24% over the next three years. Alphabet is worth $3.9 trillion. The stock must add about 28% for the company's market value to hit $5 trillion. Reaching that level by the end of 2028 implies annual returns of 9% over the next three years. Here's what investors should know about Amazon and Alphabet. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » 1. Amazon Amazon is deploying artificial intelligence (AI) products and tools across its three core businesses -- retail e-commerce, digital advertising, and cloud computing -- to not only increase revenue, but also to improve profitability. Non-GAAP operating margin increased nearly 2 percentage points in the past year due in part to efficiency gains in the retail business driven by generative AI tools. Amazon Web Services (AWS) dominates the cloud infrastructure and platform services market with 41% market share, according to Gartner. Cloud computing revenue growth accelerated to 20% in...

Prediction: 2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2028 Nasdaq

印尼议会于本周二任命总统普拉博沃・苏比安托的外甥托马斯・吉瓦多诺为央行副行长。尽管有舆论担忧，此举或将损害印尼央行的运营独立性。 印尼国会副议长萨安・穆斯托帕表示，该任命决定在当日国会全体会议上获得一致通过。 此前在本周一，国会财政监督委员会已批准托马斯出任印尼央行新任副行长，他在遴选中淘汰了另外两位资深央行官员。 穆斯托帕称：“希望托马斯能秉持诚信与智慧履行这份职责，在强化货币政策、维护金融稳定以及助力经济可持续增长方面作出重大贡献。” 任命获批后，托马斯将由最高法院主持宣誓就职，具体就职时间尚未确定。 托马斯的提名引发了部分投资者对印尼央行独立性的担忧，上周印尼盾兑美元汇率一度跌至 16985 盾的历史低点。随后印尼央行宣布维持利率不变以提振本币汇率，印尼盾汇率才有所回升。 在国会表决通过任命的当日，印尼盾汇率稳定在 1 美元兑 16770 盾，未出现波动。 据印尼当地媒体印尼消费者新闻与商业频道报道，托马斯在获任后向记者表示，他将维护印尼央行的独立性。 他说：“我在此重申自己的承诺，一如昨日在资格审查中所言，我会坚守央行的独立性，同时协调好财政政策与货币政策。” 在本周一的履职能力测试中，当被问及市场的担忧时，托马斯回应称，自己的工作表现才是唯一的评判标准。他还补充道，已于去年 12 月辞去普拉博沃所属的大印尼运动党相关职务。 托马斯强调，央行、财政政策制定部门以及其他相关机构之间的 “协同增效”，对支持印尼经济增长至关重要，但同时他也指出，任何合作都不应以牺牲央行独立性为代价。 他表示：“规范印尼央行独立性的法律具有坚实的效力。其次，我是严格依照法律规定的所有程序，通过了此次任命审查。” 国会财政监督委员会主席穆哈马德・米斯巴赫温于本周一称，托马斯之所以获得批准，是因为他被视作 “能为各方所接纳” 的人选，且具备促成财政与货币政策协同发力的愿景。 责任编辑：郭明煜

Now that artificial intelligence platforms are proven and refined, the world needs a way of making it readily accessible to all prospective users. As much as the artificial intelligence (AI) industry has grown just since the late-2022 launch of ChatGPT, it's still only a fraction of what it's likely to become. Analysts with Cathie Wood's Ark Invest family of exchange-traded funds (ETFs) predict spending on AI infrastructure -- data centers, mostly -- is set to soar from last year's $500 billion to $1.4 trillion in 2030, jibing with an outlook from JPMorgan. That's annualized growth of more than 20%, offering investors an opportunity that's just too good to pass up. But which stocks are best positioned to benefit from the industry's expansion? Probably not AI chipmaker Nvidia or its hardware peers; their very highest-growth days are arguably behind them. From here, it's the names building these AI data centers with the most to gain. With that as the backdrop, here are three to consider adding to your portfolio this year. 1. Vertiv Vertiv (VRT 0.69%) isn't a data center stock per se. But data centers of the future will look considerably different -- for the better -- than they do now because of this company. In short, Vertiv helps AI data centers handle the massive amount of heat their equipment creates. It's always been a problem for any computer equipment, initially solved with simple fans and adequate air conditioning. As computing processors and racks of tethered motherboards have become more powerful and densely packed, their heat output increasingly risks permanent damage to this equipment. That's why Global Market Insights predicts the worldwide data center cooling market is set to grow at an average pace of more than 10% per year through 2034, led by the liquid-cooling solutions of the business, according to an outlook from Precedence Research. This projection plays right into the heart of Vertiv's portfolio of offerings. Although it offers a range of conventi...

Ayman Hussain/iStock via Getty Images Introduction: Ouster, Inc. ( OUST ) is a company that specializes in creating LiDAR sensors and related software tools that enable customers to get the most out of these hardware solutions. The firm's digital LiDAR technology has helped the company shift into a new era, and upcoming developments of new SoC devices, along with a handful of exciting new partnerships, demonstrate that this business has solid potential over the long run. However, I believe that shares trade at too rich a valuation at the moment, especially relative to some of its peers. Therefore, I am rating shares of Ouster a sell, with the potential for an upgrade in the future once the valuation becomes more reasonable, given the solid fundamentals of the business. Business Description & Key Considerations: Ouster's two primary products are the Ouster Sensor (OS), which is a scanning sensor, and the Digital Flash, which is a solid-state flash sensor. The former is used by companies like robotaxi operators who need equipment with a full 360-degree view to detect objects in every direction, whereas the latter is often purchased by automakers for use in advanced driver assistance systems (ADAS). Both of these sensors are built on the firm's digital LiDAR technology, which is an architecture designed around using just two chips instead of the thousands of individual lasers found in analog LiDAR devices. The first component of Ouster's digital LiDAR system is a system-on-a-chip (SoC) device with single-photon avalanche diode (SPAD) detectors. Essentially, these chips can detect the smallest possible unit of light, even at far distances of over 200 meters. The other components are Ouster's proprietary vertical cavity surface emitting lasers (VCSELs). This is massively beneficial compared to using legacy edge-emitting lasers, as VCSELs are printed onto a single chip (meaning they can be packed with far more lasers across a smaller surface area). Additionally, since VCS...

Micron to plow $24 billion into Singapore chip plant. It’s wary of a supply glut MSN

格隆汇1月27日｜智光电气(002169.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为1.10亿元–1.60亿元，上年同期亏损3.26亿元，同比扭亏为盈。业绩变动原因：储能业务快速发展，订单及收入大幅增长，已投运独立储能电站效益较好；粤芯半导体估值变动致公允价值变动损益增加。

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching. On January 22, Phillip Securities analyst Alif Fahmi initiated coverage on the stock with a Buy rating and a price target of $208. The firm holds a strong conviction in Palantir’s AI-driven growth, US market strength, and attractive forward valuation. It anticipates group revenue to grow 47% year on year to $4.2 billion in FY25. With revenue mix shifting, commercial revenue is likely to increase 51%, compared with government revenue of 43% as more companies increasingly adopt artificial intelligence and use cases expand beyond defense. Net profit is forecast to nearly double in FY25e. US growth, which is Palantir’s largest market at 66% of revenue, is expected to grow 66% year over year in FY25. This growth is supported by government demand amid geopolitical tensions and increasing US intelligence spending, as well as stronger commercial demand. US growth, Palantir’s largest market at 66% of revenue, is accelerating 66% YoY in FY25e, driven by government demand amid geopolitical tensions and rising US intelligence spending, and by US Commercial deal values surging ~2x YoY in 3Q25 on AIP adoption and ontology-driven productivity. We initiate coverage of Palantir with a DCF-based target price of US$208. The firm’s model assumes a WACC of 8.3%, a risk-free rate of 4.2%, and a terminal growth rate of 8%. With the forward P/E sitting at 170x as of January 16, 2026; the firm noted that it could allow a potential rerating supported by improving fundamentals and a growing addressable market. Palantir Technologies Inc. (NASDAQ:PLTR) is a leading provider of artificial intelligence systems. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our...

Source: Bloomberg, 0:00

近日，一列悬挂“娄益线电气化开通首趟值乘出征仪式”横幅的列车从娄底东站驶出，标志着中国通号（688009）自主研制的400MHz数字无线列调系统(DRTD)，在中国铁路广州局集团公司益湛铁路益阳至娄底段正式投入运营。该系统在益湛线益娄段的成功应用，是国内普速铁路无线列调技术的首次数字化升级。(人民财讯)

Middle East businesses are watching tensions between Saudi Arabia and the United Arab Emirates with increasing nervousness, concerned it could impact commerce at a time when both nations are emerging as powerhouses of regional trade and finance. Those tensions erupted into the open in December when the kingdom gave UAE forces 24 hours to withdraw from Yemen, and Saudi media has since ramped up rhetoric against its eastern neighbor. While no formal diplomatic or commercial measures have been taken, some companies operating in both countries have begun contingency planning to ensure business continuity should the situation escalate further, according to people familiar with the matter, who requested anonymity in order to discuss private deliberations. For international firms and investors, the situation is evoking memories of the more than three-year blockade of Qatar — imposed by Saudi Arabia, the UAE, Bahrain and Egypt — that began in 2017 and disrupted regional supply chains. Adding to their anxiety about regional stability, President Donald Trump said last week that an “ armada ” of US Navy vessels was heading to the Middle East as he continues to threaten Iran with strikes. Read More: Saudi Arabia Moves to Rein In UAE as Yemen Exposes Rivalry “At this stage, companies are not reacting operationally; they are asking baseline questions,” said Hussein Nasser-Eddin, chief executive officer of Dubai-based security services provider Crownox. “Most inquiries focus on financial resilience in case of escalation and whether there are any early diplomatic or consular shifts.” Some UAE-based firms have reported problems securing Saudi business visas, the people said. It’s not clear how widespread the issue is or whether it marks a change of policy by the Saudi government, which has been pushing for companies to have their regional headquarters in the kingdom for several years. At least one UAE-based supplier to Saudi Arabia is weighing whether to start building inventory as ...

AndreyPopov/iStock via Getty Images Investment Thesis Firefly Aerospace ( FLY ) appears to have regained traction after its failed rocket mission back in September. However, the trouble I have is that once we look beyond its alluring narrative, its fundamentals rapidly break down. For one, its growth rates are erratic and challenging to forecast. Secondly, its management team doesn't have a lot of skin in the game. And lastly, but perhaps most importantly, the business is far from breakeven on its free cash flow line. That being said, it's not all bad. As you know, the stock has already lost a lot of steam post-IPO. So, naturally, the question that surfaces is " ...and now what ?" Presently, I don't see the risk-reward as being overly compelling, but I will keep a close eye on upcoming developments. In short, I'm neutral on this stock. Firefly Aerospace's Near-Term Prospects Firefly builds rockets and lunar landers. Its customers are mostly government and defense agencies, plus commercial entities, who need reliable and lower-cost ways to launch things and move around in space. The idea being that Firefly provides a little of everything to get missions done while being cheaper than legacy aerospace approaches. Plus, what truly drives the bull case is that Firefly already holds a $1.3 billion backlog . Not to mention that Firefly is one of the very few companies that has actually landed on the Moon and delivered payloads successfully ( page 82 ). There's no doubt that its pipeline is expanding, and the story is one of being in the right sector, with enticing prospects, but as an investor, I am not fully sold on its fundamentals, which we delve into next. Revenue Growth Rates Are Challenging to Predict FLY revenue growth rates After spending a considerable amount of time on the company's S-1 filing (IPO registration file), I have not been able to reconstruct what Firefly's Q4 2024 revenues reached. As a consequence, even though Firefly guides for its full year 2025, i...

新锦动力公告，预计2025年度净利润为4000万元至5000万元，上年同期为亏损1.66亿元。预计营业收入为7亿元至8亿元，上年同期为5.52亿元。预计扣除非经常性损益后的净利润为-7000万元至-8000万元，上年同期为-1.21亿元。预计扣除后营业收入为6.9亿元至7.9亿元，上年同期为5.42亿元。报告期内，得益于订单的增长及海外市场的开拓，公司营业收入及毛利同比显著增加。报告期内，公司完成多项债务重组，实现大额债务重组收益且主要逾期债务成本同比有所下降。

格隆汇1月27日｜据中新经纬，中国外汇投资研究院研究总监李钢对表示，一方面，全球地缘政治风险持续外溢，叠加国际政治不确定性上升；另一方面，围绕美联储货币政策路径的不确定性仍在，美元信用的中长期隐忧促使资金持续向贵金属集中配置。对白银而言，在避险逻辑之外，还叠加了新能源、工业需求预期改善的放大效应，因此涨幅和波动明显强于黄金。在李钢看来，不排除银价短期跌回100美元/盎司乃至90美元/盎司之下可能。

智光电气（002169）公告，预计2025年度净利润为盈利1.1亿元–1.6亿元，上年同期亏损3.26亿元。本报告期，影响业绩变动的主要原因如下：1、本报告期公司的储能（885921）业务快速发展，订单量和收入大幅增长，且已投运的独立储能（885921）电站效益较好，本报告期毛利额增加较多；2、受公司间接投资的粤芯半导体（881121）估值变动影响，本报告期公司公允价值变动损益增长较多。

三位知情人士透露，美国存储芯片制造商 美光 科技（MU）即将宣布在新加坡新增存储芯片产能投资，此举是为应对全球存储芯片的严重短缺问题而扩大生产。 知情人士表示，该公司最快将于本周二官宣这项投资计划，其中一位人士称，此次投资的重点是 NAND 闪存芯片领域。 由于未获公开谈论此事的授权，上述知情人士均要求匿名。美光科技暂未就此事回应置评请求。 当前，人工智能基础设施建设热潮引发各类存储芯片严重短缺，消费电子、人工智能服务提供商等多个行业均受此困扰，美光此次投资正是在此背景下推出。 美光科技在新加坡已建有大型制造基地，其 98% 的闪存芯片均产自该地。该公司还在新加坡投资 70 亿美元建设一座先进封装厂，专注于人工智能芯片所需的高带宽存储器封装，预计 2027 年投产。 美光科技及其主要竞争对手 —— 韩国的三星电子和海力士均已宣布新建生产线，并提前了产能投产时间。不过分析师指出，存储芯片供应短缺的局面或将持续至 2027 年底。 上周，美光科技曾透露，正洽谈以 18 亿美元现金收购台湾力积电的一座晶圆厂，以提升其 DRAM 晶圆的产能。 本月，海力士向路透社表示，计划将一座新工厂的投产时间提前三个月，同时另一座新工厂将于今年 2 月正式投产。 责任编辑：郭明煜

格隆汇1月27日｜军队采购网于2026年1月26日发布公告，武警部队采购管理部门根据军队供应商管理相关规定禁止北京晶品特装科技股份有限公司自2026年1月26日起3年内参加武警部队范围物资工程服务采购活动。本次处理结果对公司有一定影响，但武警部队范围内军队物资工程服务相关收入在公司整体营业收入中的占比较小。公司将进一步优化业务布局，积极拓展其他领域的业务，努力保障经营稳定和可持续发展，同时加强招投标管理和代理商管理，严格遵循相关法律法规及采购规范。

文章提及标的 粤宏远a -- 粤宏远a（000573）公告，预计2025年度净利润为5600万元～8300万元，同比增长217.40%～274.01%。公司预计2025年度业绩净利润为正值且业绩同比增长，主要是得益于本期转让贵州宏途鑫业矿业有限公司(核桃坪煤矿)股权产生的收益。

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尖峰集团公告，预计2025年年度实现归属于上市公司股东的净利润4.6亿元左右，与上年同期相比，将增加3.52亿元左右，同比增加325.97%左右。预计2025年年度实现归属于上市公司股东的扣除非经常性损益的净利润-2.15亿元左右，与上年同期相比，将减少3.12亿元左右，同比减少322.53%左右。