GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
US stock market closed | The three major indices rose and fell differently, with most large technology stocks rising, nvidia rising more than 4% to hit a new historical high.
Banks index dropped nearly 2%, small cap stocks fell 1.6%, the decline of Chinese concept stocks narrowed, nvidia rose over 4% to catch up with apple, pdd holdings and Bilibili turned positive, xpeng rose over 3%.
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Buy ahead of time in 2016? Benefiting from the 'Trump trade,' assets are outpacing the market, but this time 'it's somewhat different.'
Republican presidential candidate Trump's polls are reversing, and the 'winning odds' are gradually increasing. A Merrill Lynch strategist pointed out that investors seem to be rushing to allocate to symbols that performed well after Trump's victory in 2016. What inspiration does this have for investment?
Goldman Sachs, JPMorgan, Deutsche Bank, and others collectively speak out, Wall Street fully betting on the 'Trump trade'.
Similar to 2016, the recent main drivers of the market rally come from regional banks, large banks, and the energy sector. Deutsche Bank believes that the main difference in market expectations between Trump and Harris is mainly reflected in the forex market. If Trump wins, the US dollar will strengthen. However, the market volatility brought by a red sweep may be even greater.
Roth MKM Is Growing Concerned About the Technology Sector
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Applied Materials, Inc. (AMAT) Is Attracting Investor Attention: Here Is What You Should Know
Trump said: If elected, he will "significantly cut interest rates" and work as a mcdonald's french fry worker for a day.
usa presidential candidate Trump reiterated at a town hall event in Pennsylvania that if elected, he will significantly reduce interest rates in the United States in response to the audience's concerns about housing affordability, but did not specify specific implementation measures.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
Minsheng Securities: A Guide to the 'Trump Trade' Analysis Framework.
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"Trump Trade" is restarting, what are the differences?
The new change of the "Trump trade" is that US technology stocks are more resilient, energy stocks are weaker, US bond yields are falling instead of rising, and gold is performing stronger. Ping An Securities believes that the current situation is still in a stalemate, and it is uncertain how far the "Trump trade" can go.
Applied Materials (AMAT) Registers a Bigger Fall Than the Market: Important Facts to Note
'Crypto Wants a Trump Presidency.' It Could Be Bad for Bonds, and Good for Tech.
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Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Express News | Applied Materials Inc : BofA Global Research Cuts Price Objective to $220 From $230
Express News | U.S. Sept Motor Vehicle Assembly Rate Fell to 10.82 Mln Units/Yr From Aug 11.07 Mln Units/Yr