Apple is expected to launch AI-based smart home products, which are expected to drive the industry into a new growth cycle.
①According to insiders, apple is expected to launch ai-based smart home devices as early as March. ②Huajin Securities points out that currently, the software and hardware systems of the smart home industry are becoming more mature, and the entire market is expected to usher in a new growth cycle driven by AI technology.
Semiconductor giant wingtech technology's Q3 performance is improving, with convertible bond prices rising by over 50% from the low point of the year.
①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, with significant improvement. The performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the net income attributable to the mother company in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently encountered shareholder shareholding this year.
The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
Index volume stagflation reappears, under the rotation market, technology autonomy is expected to become the focus of capital chasing.
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One week preview | USA CPI, PPI data is coming! Powell and a group of Fed officials will speak intensively; The Chinese concept stock earnings season opens! Tencent, Alibaba performance will be announced soon.
China's financial data such as social zero, social financing, etc. will be released this week. The State Council Information Office will hold a press conference on the national economic situation; after the US election, the Bank of Japan will announce a summary of opinions from the October monetary policy meeting on Monday.
Semiconductor Manufacturing International Corporation: Consumer market recovery in downstream subcategories, layout of power device production capacity in response to new demand | Direct hit earnings conference
①Zhao Haijun, CEO of Semiconductor Manufacturing International Corporation, stated that the prices of some 12-inch nodes are good, the product mix is optimized, and the average selling price of the company in the third quarter increased compared to the previous quarter; ②It is expected to release approximately 0.03 million 12-inch wafers of monthly production capacity in the fourth quarter, and the capacity utilization rate and shipments will decrease at that time; ③Semiconductor Manufacturing International Corporation will accelerate the layout of power device capacity to fully support the development of the auto industry and the new energy market.