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AI back-end switches are booming, Bank of America says: Huawei and Unisoc lead the way, domestic players are gaining a firm foothold.
AI backend switches are booming, Bank of America: Huawei and Unigroup lead the way
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智通财经-连线全球资本市场
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Goldman Sachs report analyzes the 15th Five-Year Plan for expanding consumption: clearly prioritizes stimulating consumer spending
Goldman Sachs report analyzes the 15th Five-Year Plan for expanding consumption: clearly prioritizes stimulating consumption as a core focus #Major Consumption #Culture and Tourism #First-Economy
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Innovative drug sector emerges as a dark horse, Bernstein: Weight loss and oncology drugs are in a golden period
The innovative drug sector has emerged as a dark horse.
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Innovative drug stocks see double boost from earnings and valuation, Deutsche Bank: AI can't take CRO's jobs
Innovative drug stocks see double-click on performance and valuation
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Two major concerns are suppressing Shenghong Technology's valuation, Nomura: The market is overly concerned!
Two major concerns are suppressing the valuation of Shenghong Technology.
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CoWoS advanced packaging technology is far ahead, Morgan Stanley: TSMC remains the AI semiconductor leader
CoWoS advanced packaging technology is far ahead.
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Goldman Sachs researches Avary Holding's Thai factory: The company's AI PCB business outlook is optimistic.
Goldman Sachs Research on Avary Holding's Thailand Factory: Company's AI PCB Business Outlook Optimistic #Avary Holding #Zhen Ding Technology Holding #PCB #Optical Module$Avary Holding(002938.SZ)
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Micron invests $500M in GlobalWafers, JPMorgan: A key step in US semiconductor localization
Micron invests $500 million in GlobalWafers
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Goldman Sachs comments on the changing logic of the battery industry; energy storage will become the new core theme.
Goldman Sachs comments on the changing logic of the battery industry, energy storage will become the new core theme #battery #energystorage #CATL #nonferrousmetals #AI$CATL(03750.HK)
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Citi's preview of Alibaba's Q1 results: Traditional e-commerce under pressure, cloud computing high growth, profit margins stabilizing
Citi comments on Alibaba's Q1 earnings preview: Traditional e-commerce under pressure, cloud computing high growth
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Morgan Stanley details CoWoS advanced packaging capacity: NVIDIA, AMD, Google, Meta dominate four major shares
Morgan Stanley details CoWoS advanced packaging capacity: NVIDIA, AMD, Google, Meta dominate the market#Advanced Packaging$NVIDIA(NVDA.US) #NVIDIA #AMD $AMD(AMD.US) #Google$Alphabet - C(GOOG.US) #Meta$Meta Platforms(META.US)
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Semiconductors: Not Just a Technical Adjustment? Morgan Stanley: U.S. Stocks Begin a New Round of Style Rotation
Is it more than just a technical adjustment for semiconductors? Morgan Stanley: U.S. stocks begin a new round of major style rotation #Semiconductors$Semiconductor(CP00062.US) #Consumer #Transportation #Biotech
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Goldman Sachs research report initiates coverage on SpaceX: A comprehensive tech giant walking on three legs
Goldman Sachs research report initiates coverage on SpaceX: A three-legged tech giant #SpaceX$SpaceX(SPCX.US) #Space Computing Power #Starlink
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The monopoly dividend is far from over! Bernstein: ASML's high-NA lithography machines will soon become widespread.
The monopoly dividend is far from over! Bernstein: ASML's high-NA lithography machines will soon become widespread #ASML $ASML(ASML.US) #Lithography Machine #Chip$Penghua Guozheng Semiconductor Chip ETF(159813.SZ)
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Green's Harmonic Reducer dominates the market; Goldman Sachs: Domestic leader's position continues to strengthen
Green's Harmonic Drive dominates the market.
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JP Morgan comments on Estun's acquisition of humanoid robot assets: Not just a simple financial consolidation
JP Morgan comments on Estun's acquisition of humanoid robot assets: More than just a simple financial consolidation#Humanoid Robot #Industrial Robot #Estun$ESTUN(02715.HK)
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Has the AI tech rally peaked? UBS: Not yet, high valuations are supported by earnings
Has the AI tech rally peaked? UBS: Not yet.
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Behind the computing power arms race, Bank of America: These AI materials companies are quietly benefiting
Behind the Computing Power Arms Race
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Meta's sale of computing power crashes global tech hardware stocks? UBS: It's not even news.
Meta selling computing power triggers global tech hardware stock sell-off? UBS: It's hardly news at all #Meta $Meta Platforms(META.US) #computing power #Zuckerberg
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MLCC sees both volume and price increase, Citigroup significantly raises target price for industry leader Murata
MLCC volume and price both rise
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Goldman Sachs: The pig cycle bottom is here, high certainty of reversal in the second half of the year
Goldman Sachs: The pig cycle has bottomed out.
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Glass substrate expectations boost panel company valuations, Morgan Stanley: BOE is the top pick
Glass substrate expectations boost panel company valuations
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Citi comments on Apple's bid for CXMT: China's memory industry chain faces value reassessment
Citigroup comments on Apple's potential acquisition of CXMT: China's memory industry chain faces value reassessment #Apple $Apple(AAPL.US) #CXMT #JCET$JCET(600584.SH) #ASMPT$ASMPT(00522.HK)
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To save money! The token optimization wave is here. UBS: Beneficial for China's open-source large models. #LargeModel
To save money! The token optimization wave is here.
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Will South Korea's capacity expansion change global memory supply and demand? BofA: Don't panic just because you see the word 'expansion'.
Will South Korea's production expansion change global supply and demand for memory? BofA: Don't panic just because you see the word 'expansion' #Micron Technology$Micron Tech(MU.US) #Samsung Electronics$Samsung Electronics (SSNGY.US) #SK Hynix #Memory