Express News | OnePlus Ace 5 series new model released: positioned as a flagship for esports gaming performance.
NVDA Could Go Up To $170 In Q1 After Breaching $145 Level As Traders Turn Bullish On Jensen Huang's AI Giant
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
Wall Street Analysts Think Qualcomm (QCOM) Could Surge 28.45%: Read This Before Placing a Bet
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
Express News | LG Energy Solution collaborates with Qualcomm to create the most advanced brain for electric vehicle Battery management systems.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
QUALCOMM Incorporated (QCOM) Wins Key Legal Battle Over Nuvia Technology Licensing
These Two Tech Giants Just Ended a Bitter Court Battle. Now Comes the Fallout.
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.
Deutsche Bank Views Partial Decision on Arm, Qualcomm Dispute as Incremental
Arm V. Qualcomm: A Trial Ends - Now the Fallout Begins
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.
Shares of Semiconductor Companies Are Trading Higher After the United States Said It Is Opening an Investigation Into China's Policies for the Semiconductor Industry. China's Commerce Ministry Says the U.S. Investigation Will Disrupt the Chip Industry...
What's Going On With Arm Stock Monday?
10 Information Technology Stocks Whale Activity In Today's Session