GX INNO TOP 10(03422.HK)

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GX INNO TOP 10
03422.HK
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ASML's "Peak Moment"! Morgan Stanley: Under the expansion wave of advanced processes, it may 迎来 the strongest profit growth in 2027

Morgan Stanley stated that driven by the AI wave, ASML's sales are expected to reach €46.8 billion by 2027, with earnings per share soaring 57% year-on-year to a record high. This is mainly due to strong demand from logic foundries such as Taiwan Semiconductor and the expansion of DRAM memory capacity. Morgan Stanley has significantly raised its target price to €1,400 and maintains its "preferred stock" status

Wallstreetcn·
US
ASML
+5.37%
US
TSM
+4.44%
Wallstreetcn·
US
ASML
+5.37%
US
TSM
+4.44%

Has TSMC's new "golden cycle" arrived? Goldman Sachs: Advanced packaging becomes the second growth engine, with a 60% gross margin possibly being the "new normal."

Goldman Sachs believes that Taiwan Semiconductor has entered a multi-year growth cycle driven by AI and has raised its target price to NT$ 2,600. Taiwan Semiconductor has revised its compound annual growth rate for AI and overall revenue, with advanced packaging becoming the second growth engine, expected to exceed 10% by 2026. Gross margin remains stable above 60%, and capital expenditures are accelerating to $56 billion. Goldman Sachs maintains a buy rating, emphasizing that supply and demand tightness will continue until 2027

Wallstreetcn·
US
TSM
+4.44%
US
SOXL
+4.88%
Wallstreetcn·
US
TSM
+4.44%
US
SOXL
+4.88%

Ford is in talks with BYD to purchase batteries, with plans including "transporting to factories outside the United States."

According to reports, Ford is in deep discussions to procure batteries from BYD for some of its hybrid models. The proposals being explored by both parties include shipping the batteries to Ford's factories outside the United States, but the deal has not yet been finalized. As Ford reduces its pure electric vehicle business and increases its investment in hybrid models, the company urgently needs high-quality battery suppliers, and BYD has mature manufacturing capabilities in this field

Wallstreetcn·
US
F
-0.22%
US
BYDDY
+3.55%
US
BYDDF
+3.69%
Wallstreetcn·
US
F
-0.22%
US
BYDDY
+3.55%
US
BYDDF
+3.69%

Women's, advocacy groups call on Apple, Google to drop X and Grok from app stores

A coalition of women's groups and activists is urging Apple and Google to remove the social media platform X and its chatbot Grok from their app stores. They accuse the apps of generating illegal content that violates the companies' terms of service, particularly concerning sexually explicit and degrading images of women and children. The call for action follows scrutiny over Grok's content, leading to bans in Malaysia and Indonesia, and investigations in Europe and the UK. The American Federation of Teachers has also quit X over concerns about indecent images of children.

Reuters·
US
AAPL
-0.67%
US
GOOG
-0.94%
US
GOOGL
-0.91%
Reuters·
US
AAPL
-0.67%
US
GOOG
-0.94%
US
GOOGL
-0.91%

CATL signs $17.2 billion lithium order as world's largest EV battery maker secures key material supply

CATL has signed a $17.2 billion agreement with Ronbay to supply 3.05 million tons of LFP cathode material from 2026 to 2031. This order is the largest in the lithium and battery industries. Additionally, CATL plans to invest in Fulin Precision Machining, acquiring over 5% of its shares to support high-end LFP material production. This move comes amid a significant rise in lithium prices in China, with battery-grade lithium carbonate prices increasing by 73% since December.

CnEVPost·
SZ
300750
-0.40%
HK
03750
-0.57%
CnEVPost·
SZ
300750
-0.40%
HK
03750
-0.57%
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