The year marks a turning point for iPhone, what does it mean for the supply chain?
Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.
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Trump's R&D policy ignites cash flow! These companies welcome a "financial spring"!
Trump's new policy on research and development may bring a "cash flow revolution" to usa companies! By allowing companies to record research and development expenses instantly, businesses can not only reduce their tax burden but also significantly enhance their liquidity.
Australia's regulatory institutions: The AI advantages of large technology companies may harm competition in the search market.
Australian competition regulatory institutions have stated the necessity to reconsider efforts to ensure that internet users have more choices, as Google dominates the search engine market and its competitors have not fully utilized the flourishing development of ai.
AI shopping assistants have contributed to usa's "Cyber Monday" sales surpassing 13 billion dollars, a year-on-year increase of 7.3%.
According to a report by adobe, usa consumers reached an online spending of 13.3 billion dollars this year on "Cyber Monday", which is a 7.3% increase compared to Cyber Monday in 2023, surpassing the 10.8 billion dollars spent online on Black Friday. Caila Schwartz, director of consumer research at Salesforce, stated that generative ai tools can answer basic product queries from online shoppers, helping retailers protect their profit margins despite rising costs.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
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Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
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