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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Oct 14

1 items

15:41Impact score 90
光模块GPU板块领跌，易中天跌超4%
A股双创指数大跌超3%，光模块、GPU等AI硬件板块领跌，工业富联跌超6%。市场缩量超2600亿，资金流向煤炭、石油等防御性板块。
利空
AI硬件板块短期承压，需警惕获利回吐。
光模块 GPU PCB中际旭创, 新易盛 and 6 totalPrice Movement

Thu, May 28

1 items

09:54Impact score 95
华虹公司涨超10%续创历史新高
华虹公司（A股）涨超10%续创历史新高，中芯国际跟涨，晶圆代工及硅片方向领涨。A股大盘震荡下跌，但芯片产业链逆势活跃。
利多
晶圆代工硅片华虹公司, 中芯国际 and 6 totalPrice Movement

Fri, Feb 27

1 items

10:03Impact score 85
英伟达股价重挫5.7%，A股算力硬件跟跌
英伟达股价隔夜重挫5.7%，创三个月最大盘中跌幅，市场担忧AI支出持续性。该事件直接导致A股算力硬件股集体调整，CPO、PCB等方向领跌。
利空
AI风向标股价暴跌，对上游算力硬件需求预期及市场情绪构成直接打击。
AI GPU CPO PCBNVIDIAPrice Movement

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18