nvidia is no longer the exclusive darling of AI? apple endorses amazon: considering using its chips to train models
①Apple is leveraging custom AI chips from AWS to enhance its search and other services, and evaluating the feasibility of using the latest AI chips for pre-training the 'Apple Asia vets' model; ②Apple revealed at the AWS Reinvent conference that it uses Amazon's proprietary chips, and stated that its infrastructure is reliable and stable, meeting the needs of global customers.
South Korean Markets Plunge Amid Political Turmoil As President Yoon's Martial Law U-Turn Sparks Uncertainty: Samsung, SK Hynix, And Hyundai Stocks Tumble
Intel is seeking an external "parachute" CEO.
According to reports, intel is looking for a new CEO, focusing on external candidates, and has hired the executive headhunting company Spencer Stuart to assist in finding new leadership.
Vanguard warns: The AI boom on Wall Street is facing a pullback.
Vanguard economist Joe Davis stated that the market has overestimated the short-term potential of AI technology, with current valuation levels approaching those of 1997, increasing the risk of a stock price "pullback". It is difficult to determine the timing of the pullback, and it is unknown whether it will start in 2025.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
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Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
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"Trump will destroy the US dollar", Shengbao Banking's outrageous forecast for 2025 has arrived!
Shengbao banks team predicts that BRICS countries may switch to gold-backed mmf, nvidia's market cap will double that of apple, and OPEC will disintegrate......
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