Intense capital expenditure in the chip industry chain! Taiwan Semiconductor and Hynix are expanding production significantly.

Taiwan Semiconductor's capital expenditures are expected to reach $36 billion in 2025, the second highest in history, mainly for the research and production capacity expansion of the most advanced processes such as 2nm. SK Hynix of South Korea plans to invest as much as $74.8 billion by 2028, of which 80% will be used for research and production of HBM chips.

wallstreetcnJul 1 20:53

US AI chip stocks fell, with Nvidia down more than 2%.

On July 1st, Guo Lianhui reported that American AI chip concept stocks fell, with AMD falling more than 4.7%, Nvidia falling more than 2%, NXP Semiconductors falling more than 1.8%, Taiwan Semiconductor falling more than 1%, and Qualcomm falling more than 0.8%. This sector may experience selling after strong growth driven by the AI boom in the first half of 2024.

Gelonghui FinanceJul 1 22:22

2 major bullish news hit ASML, will AI exceed expectations and spread to the upstream?

ASML, how do you view the two positive improvements in the three major performance variables?

wallstreetcnJul 1 22:10

Today's Analyst Rating | Itau Unibanco Upgrades Apple to Hold, NVIDIA Price Target Raised to $175 by Cantor Fitzgerald

Jul 1, Wall Street analysts have updated their stock ratings today including $Apple(AAPL.US)$ and $NVIDIA(NVDA.US)$.

Futu NewsJul 1 21:00 · Ratings

US Stock Market Outlook: Three major futures indexes are slightly up before opening. Powell's heavyweight non-farm data will be released this week; Goldman Sachs warns that hedge funds are selling and shorting US stocks at the fastest pace in two years.

70 percent of the public question Biden's ability, but core members within the Democratic Party still support him: Biden should not withdraw from the race. Morgan Stanley says Trump's prospects have boosted yields on U.S. bonds, and the steepening yield curve makes trade more attractive. Tesla is about to announce Q2 delivery data and is expected to show a consecutive decline for the second quarter.

Futu NewsJul 1 20:28

Institutions: It is expected that ASML Holding's lithography shipments will increase by 30% by 2025.

On July 1, Glon Hui reported that according to TrendForce, Taiwan Semiconductor's 2nm process will be mass produced in 2025, and equipment manufacturers are delivering intensively. TSMC will receive more than 60 machines this year and next year, with a total cost of about NT$400 billion (about RMB 89.5 billion). Driven by demand from TSMC and other leading companies, ASML's lithography machine shipments will increase by 30% in 2025, including 53 units this year and 72 units next year.

Gelonghui FinanceJul 1 16:28