CMB International: Review of AMD (AMD.US) "Advancing AI" Conference.
AMD's MI325X is a mid-term upgrade of MI300X, aiming to compete with nvidia's H200.
The bull market in U.S. stocks has entered its second year! nvidia is leading the way with a sharp increase of over 10 times. How long is this round of market expected to last?
In the recent 10 bull markets, 7 bull markets were able to last until the third year, indicating that the probability of the current bull market continuing is high.
CEO is bullish, but Wall Street is bearish? There is a significant difference in profit expectations for this financial report season in the US stock market.
Analysts predict that s&p 500 component companies will see a 4.2% year-on-year growth in profits in the third quarter, while these companies' own guidance predicts a 16% growth, indicating that corporate performance is likely to exceed Wall Street expectations.
Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.
①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the key regulation of the Biden administration are more likely to benefit from Trump's "rollback" policies, while the bullish outlook for other industries is relatively less obvious.
Bullish on HBM business, Bank of America Merrill Lynch's "Five Reasons" are bullish on sk hynix.
Due to having secured stable orders from Nvidia and slow progress in competitors' HBM3e technology, coupled with SK Hynix's plan to lead the large-scale shipment of 12-layer HBM products in the fourth quarter, Bank of America estimates that by 2025, SK Hynix may occupy nearly 60% of the global market share, with sales expected to increase by 38% to reach $15.8 billion, benefiting from the HBM business with an operating margin exceeding 60%. Bank of America has raised SK Hynix's target stock price from 0.24 million won to 0.28 million won.
Top 20 turnover | Taiwan Semiconductor rose nearly 1%, reaching a new high in stock price; Chinese concept stocks declined, with pdd holdings falling over 6% and Alibaba falling over 2%.
Nvidia ranked first in trading volume on Monday in the US stock market, up 2.43%, reaching a new high stock price, with a trading volume of $32.097 billion; Coinbase, ranked ninth, rose by 11.32%, with a trading volume of $3.463 billion; Taiwan Semiconductor, ranked fifteenth, rose by 0.73%, reaching a new high stock price, with a market cap surpassing the $1 trillion mark at one point during the trading day.