Sales have plummeted by 47% year-on-year! Foreign phones have faced a "Waterloo" in China, is Apple no longer appealing?
According to media calculations, in November 2024, the shipment of foreign smartphone brands in the Chinese market will be only 3.04 million units, a significant year-on-year decline of 47.4%, with a quarter-on-quarter drop as high as 51%. Among them, Apple phones occupy the vast majority of the market share, while other international brands like Samsung occupy only a small portion.
NVIDIA's "alternative" competition: Is Maywell a better fit than Broadcom?
Currently, Broadcom holds about 70% of the custom AI Chip market. However, analysts believe that Mywell, with its advantageous position among Cloud Computing customers, greater growth potential, and more attractive valuation, may have the edge in future competition.
The Federal Reserve's voting members have undergone significant changes! Two "hawkish" voters, one "dovish" voter, and one Neutral voter have arrived. What impact will this have?
The Federal Reserve is about to undergo significant adjustments.
Will USA manufacturing "revive its glory" by 2025? Bank of America predicts that the US stock market will benefit from this.
① Ohsung Kwon, a securities strategist at Bank of America, expects that the U.S. manufacturing sector is likely to revive by 2025, boosting the overall U.S. stock market; ② Bank of America forecasts that the S&P 500 Index will close at 6666 points by the end of 2025, an increase of about 14% from the current level; ③ Trump's second term is expected to promote policies supporting manufacturing activities, potentially increasing the trend of companies returning.
Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
What poses the biggest challenge to the US stock market bull run? Analyst: US Treasury yields still have room for further increases.
The Evercore ISI strategy team recently stated that the rise in U.S. Treasury yields poses the biggest challenge to the bull market in stocks.
Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025
Microsoft will spend 80 billion USD on AI Datacenter this year, with half of the investment in the USA.
Microsoft's Vice Director and President Brad Smith also called on the incoming Trump administration not to implement "overregulation" on AI, and to protect the USA's leadership in the AI field through Education and promoting American AI technology abroad.
Top 20 by transaction volume | Bitcoin returns to $98,000, MicroStrategy rises over 13%; NVIDIA closes up 4.45%.
On Friday, the U.S. stock with the highest trading volume was Tesla, which closed up 8.22% with a transaction value of 37.896 billion US dollars; Palantir ranked 9th, closing up 6.25% with a transaction value of 4.908 billion US dollars; Cerence, an Auto AI technology company, ranked 14th, closing up 143.76% with a transaction value of 2.549 billion US dollars.
U.S. stock market closing | The Nasdaq stops its five-day decline, gaining nearly 1.8%; Tesla rises over 8%, Cerence, a NVIDIA Concept stock, surges over 140%.
AI and Nuclear Power Concept stocks are shining, Super Micro Computer rose nearly 11%, NVIDIA concept stock Cerence increased by nearly 144%, and Oklo, in which Altman holds shares, rose nearly 25%. Bitcoin surged past 0.098 million USD.
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