GTJA Allianz SSE STAR Chip Design Thematic ETF(588780.SH)

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GTJA Allianz SSE STAR Chip Design Thematic ETF
588780.SH
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RBC initiates Intel (INTC) at sector perform, awaits proof on margins and foundry execution

RBC Capital analyst Srini Pajjuri has initiated coverage of Intel Corporation (NASDAQ: INTC) with a "Sector Perform" rating and a price target of $50. While the firm acknowledges strategic progress for Intel, they are waiting for evidence of improved execution on gross margins and foundry operations.

MSN·
US
SMH
-2.50%
US
SOXX
-1.50%
US
INTC
+3.41%
MSN·
US
SMH
-2.50%
US
SOXX
-1.50%
US
INTC
+3.41%

U.S. stock market midday update: Navitas down over 10%, governance structure raises market concerns, semiconductor industry volatility intensifies

Navitas Semiconductor fell 10.22%; NVIDIA fell 4.11%, with a trading volume of $31.2 billion; Micron Technology rose 1.18%, with a trading volume of $16.2 billion; AMD rose 0.04%, with a trading volume of $9.021 billion; TSMC fell 4.25%, with a market capitalization of $1.7 trillion

Tracking Unusual Activity·
US
NVTS
-9.62%
Tracking Unusual Activity·
US
NVTS
-9.62%

China Telecom touts country-first AI models based on MoE architecture and Huawei chips

China Telecom has launched the first AI models in China using the Mixture-of-Experts (MoE) architecture, trained on Huawei's advanced chips. The TeleChat3 models, with parameters ranging from 105 billion to trillions, aim to address challenges in large-scale model training. Despite their innovation, they still lag behind OpenAI's GPT-OSS-120B in performance. Meanwhile, the Chinese tech stock index has risen nearly 13% this month, while Nvidia's stock has dropped due to restrictions on chip shipments to China. Analysts are monitoring Nvidia's upcoming earnings and export situation.

Cryptopolitan·
SH
515880
-3.14%
HK
00728
+1.17%
SH
512720
-2.01%
Cryptopolitan·
SH
515880
-3.14%
HK
00728
+1.17%
SH
512720
-2.01%

Should You Buy Intel Stock Before Earnings on January 22? UBS Analysts Say Yes.

Should You Buy Intel Stock Before Earnings on January 22? UBS Analysts Say Yes.

Barchart Option·
US
INTW
+7.02%
US
SMH
-2.50%
SH
512760
-0.81%
Barchart Option·
US
INTW
+7.02%
US
SMH
-2.50%
SH
512760
-0.81%

Ministry of Trade and Industry: The impact of U.S. tariffs on AI chips on Singapore is minimal | Lianhe Zaobao

The Singapore Ministry of Trade and Industry stated that the United States' policy of imposing a 25% import tariff on a limited range of semiconductor products has a minimal impact on Singapore. This tariff only targets a small portion of advanced chips that are not produced in Singapore. The Ministry mentioned in a statement that after consultations with the industry, the preliminary assessment indicates that this policy has limited effects on Singapore, and it will continue to monitor the situation. The White House announced that tariffs on this industry will be imposed in two phases, with the first phase starting on January 15, primarily targeting chip products that are important to the U.S. AI and technology strategy

Zaobao·
SH
588780
+0.52%
US
SMH
-2.50%
US
XSD
-1.30%
Zaobao·
SH
588780
+0.52%
US
SMH
-2.50%
US
XSD
-1.30%
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