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Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
Industry giants are fully expanding their SoIC production capacity, and the advanced packaging industry chain continues to benefit from technological progress.
According to industry sources, due to strong demand from the four major customers, taiwan semiconductor is also fully expanding its SoIC production capacity. By the end of this year, the monthly production capacity will increase from about 2,000 wafers at the end of 2023 to 4,000-5,000 wafers, and there is a chance to exceed 8,000 wafers in 2025. Yongxing Securities believes that the importance of advanced packaging in the era of computing power is gradually emerging, and the related industrial chain is expected to continue to benefit.
This week's hot US stocks | Chinese concept stocks surge! Li Auto Inc and jd.com lead the way; with the Federal Reserve interest rate cut implemented, the financial crediting sector benefits and rises.
usa's used car dealer Carvana has risen for four consecutive days this week, with a cumulative increase of over 20%, also setting a new high for the year, with a total increase of 222.5% this year.
Nvidia, G42 Team to Develop AI Solutions for Weather Forecasting, Climate Tech
Daily option tracking | The 'Seven Sisters' party! Tesla, Nvidia, and other call options prices skyrocket, with the highest profit exceeding 9 times.
Apple rose nearly 4% in the previous trading day, the put/call ratio slightly increased to 0.8, options volume slightly increased to 1.475 million contracts; On the options chain, the sentiment between bulls and bears is intense, with the highest volume being calls with a strike price of $230 expiring today, with 0.105 million contracts.
Top strategists: Economic data makes Powell breathe a sigh of relief, and the market will usher in a 'rebirth'!
Yardeni Research's Chief Market Strategist stated that in fact, the US manufacturing sector has been improving on its own, and the unemployment data is the best since before the summer. The Federal Reserve does not appear to be falling behind the situation.