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The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
Market Chatter: LG Energy Solution, Qualcomm Team Up for Commercialization of SoC-Based BMS Diagnostic Solutions
The "new wealth password" in the chip Industry: hybrid bonding! Apple and NVIDIA both cannot do without it.
Apple and NVIDIA are iterating their chips, and semiconductor giant BE Semiconductor has entered the "money-making mode." An Analyst has stated that BE Semiconductor's semiconductor equipment may be strongly driven by chip products from technology giants such as Apple and NVIDIA.
China Post Securities: Initiates a "Buy" rating for SUNNY OPTICAL, with improvements in the mobile phone business profitability for 24H1.
China Post Securities released a research report stating that it has initiated coverage of SUNNY OPTICAL (02382) with a "Buy" rating. It is expected to achieve revenues of 38.2/44.2/48.7 billion yuan in 2024/2025/2026, with net income attributable to the parent company of 2.5/3.2/3.7 billion yuan respectively. In the first half of 2024, the company's revenue was approximately 18.86 billion yuan, an increase of about 32.1% compared to the same period last year. The gross profit was approximately 3.247 billion yuan, an increase of about 52.4% compared to the same period last year. The gross margin was approximately 17.2%, an increase of about 2.3 percentage points compared to the same period last year. The main viewpoints from China Post Securities are as follows: Smart
Futu Daily News | The Federal Reserve FOMC voting committee has a new lineup in the new year! The policy stance is expected to further polarize between dovish and hawkish factions; with the Christmas holiday approaching, Hong Kong stocks open half a day t
The NASDAQ 100 Index has been rebalanced, with the weights of Tesla, Meta, and Broadcom decreasing; competition in wearable devices is intensifying! Meta plans to add a display to its smart glasses; the "Santa Claus rally" is late this year, Analysts say there will still be opportunities after the holidays.
U.S. stocks closed higher | The three major Indexes collectively rose, with the Nasdaq increasing by nearly 1%; chip stocks surged, with Broadcom and Taiwan Semiconductor rising over 5%, and NVIDIA increasing nearly 4%.
① The Nasdaq China Golden Dragon Index rose by 0.91%; ② The PHLX Semiconductor Index rose by over 3%; ③ MicroStrategy purchased 5,262 Bitcoins; ④ The suspect in the UnitedHealth executive's murder case pleaded not guilty.