Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Express News | U.S. stocks closed mixed, with the Dow down 0.29%, the Nasdaq up 0.97%, and the s&p 500 index up 0.24%. Both the Nasdaq and s&p 500 index reached new historical highs again. Chip stocks strengthened, with taiwan semiconductor rising over 5%, Arm Holdings
ASML Assesses Potential Impact of New US Restrictions on Export of Chip Manufacturing Technology
ASML Says Updated U.S. Controls Contain Additions To List Of Restricted Technologies Including Software, Metrology; Says If Dutch Align With U.S. "Exports Of DUV Immersion Lithography Systems" To Additional Chinese Fabs Could Be Affected; Says It...
ASML Does Not Expect Direct Material Impact On Business In 2024; Still Sees 2025 Net Sales €30 Billion - €35 Billion, Vs €32.56 Billion Est.
Express News | ASML Holding: Expected net sales of 30 billion to -35 billion euros in 2025, with analysts predicting 32.56 billion euros.
Express News | ASML Holding: Evaluating the potential impact of the new usa semiconductor control measures.
Marjorie Taylor Greene Discloses Buys of AMD, Alphabet, Microsoft, Others
ASML Holdings Says Long-Term Scenarios For Demand In SemiConductor Industry Are Not Expected To Be Impacted By New US Export Regulations
Express News | ASML holding stated that regarding the updated usa export restriction regulations, the company is assessing the potential impact of the new regulations.
Bernstein lowered the target price of ASML Holding to $767.
December 2nd, Guolonghui | Bernstein: Lowered the target price of ASML Holding from $815 to $767, maintaining an 'outperform' rating. (Guolonghui)
Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
ASML Statement on Updated US Export Restrictions
US stocks closed | The three major indices rose together, the Dow and S&P continued to hit historical highs; most large technology stocks rose, nvidia rose more than 2%, Tesla soared more than 38% in the month, the best performance in nearly two years
US stocks posted weekly gains of over 1%, with the Dow rising by 7.5% in November and the S&P up 5.7%, both achieving the best performance of the year. The Nasdaq accumulated an increase of over 6%, small-cap indices rose by nearly 11%, the chip index rose by 1.5% on Friday but declined monthly, and Tesla saw a monthly increase of over 38%, its best performance in nearly two years.
Express News | All three major U.S. stock indices closed higher, with the Dow up 0.43%, the Nasdaq rising 0.83%, and the s&p 500 index increasing by 0.57%. Chip stocks generally rose, with nvidia and asml holding both gaining over 2%, and taiwan semiconductor and intel
European Equities Traded in the US as American Depositary Receipts Advance Friday
U.S. stocks volatility丨asml holding rises by 3%, upgraded by Bernstein to $767.
Gelonghui on November 29th | Asml Holding (ASML.US) rose 3% at the opening bell, reaching $691.95; Bernstein maintains Asml Holding's rating as outperforming the large cap, with a latest target price of $767.00.
In-Depth Examination Of 7 Analyst Recommendations For ASML Holding
ASML Holding Analyst Ratings
Japan will allocate nearly 10 billion dollars again to support the semiconductor industry by increasing investments in chip production and AI.
Japan will allocate an additional 1.5 trillion yen (9.9 billion US dollars) to promote its semiconductor and ai business, including funding for the chip foundry Rapidus.