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iShares Semiconductor ETF Newsroom
Driven by AI demand, Taiwan Semiconductor's sales in December increased by 57.8% year-on-year, with an annual growth of 33.9% exceeding expectations.
In December, Taiwan Semiconductor's sales amounted to 278.16 billion New Taiwan dollars, a month-on-month increase of 0.8% and a year-on-year increase of 57.8%. From January to December 2024, Taiwan Semiconductor's operating revenue was 2,894.31 billion New Taiwan dollars, a 33.9% increase compared to the same period in 2023.
NVIDIA harshly criticizes Biden: this is the last struggle to weaken Trump!
The Biden administration plans to impose additional restrictions on chip exports before leaving office, and NVIDIA has issued a strong condemnation.
Express News | Taiwan Semiconductor's U.S. stock night market rose over 3%, with December consolidated revenue growing 57.8% year-on-year.
Oriental Harbor, which bets on US stocks, has once again secured the performance champion for 2024, with a hundred billion private equity firm Algo lagging behind subjective strategies.
① Among the hundred billion private equity funds, products under Dongfang Gangwan achieved an average return of 60.59% in 2024, claiming the top spot; ② Among the top ten hundred billion private equity funds, subjective strategies took first and second places; ③ Last year, subjective performance outperformed Algo.
In-vehicle chips are in a "mixed battle", with NVIDIA, Intel, and domestic manufacturers competing in the Asia Vets track.
① NVIDIA's Thor autonomous driving chip is delayed, leading domestic car manufacturers to choose in-house development. ② Intel has launched an integrated vehicle technology platform, aiming to demonstrate its determination to transform.
Futu Morning Brief | Is there a signal to "pause interest rate cuts"? Federal Reserve officials speak out collectively; Elon Musk live streams at CES, discussing ambitious plans, Tesla's robots are set to expand production by a hundredfold.
HSBC expects the Hang Seng China Enterprises Index to rise by 21% this year and has raised its year-end target; Tencent has continuously reduced its shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars, with WEIMOB INC responding.
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Jensen Huang commented that the AI PC sales are below expectations, and a Lenovo VP responded that the key time for the AI PC replacement trend is this year.
The person in charge of Lenovo's AI PC stated that the wave of upgrading to AI PCs is approaching, with a key timeline of 2025. The penetration rate of AI PCs is expected to reach 40%-50% within the next two to three years, potentially even as high as 80%. In the next three to four years, every PC will become an AI PC.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Daily Options Tracking | Quantum Computing stocks RGTI and IONQ experienced massive fluctuations! The highest put option made a profit of 177 times; NVIDIA basically closed flat overnight, and Call options were again snatched up.
NVIDIA CEO Jensen Huang's remarks led to a significant pullback in Quantum Computing concept stocks, with a surge in Volume for RGTI and IONQ Options, and multiple put options making substantial profits.
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