Amazon unveils 3nm AI chip; Intel stock surges｜Today's Important News Recap

1203 |Dolphin Research Focus:

🐬 Stocks

1.$Amazon(AMZN.US)

AWS launched the Trainium 3 with 3nm process at the annual conference, which offers over 4 times performance improvement compared to its predecessor, with memory increased by 4 times and energy efficiency improved by 40%. It also announced the development plan for Trainium 4, which will be compatible with NVIDIA chips, and has already been adopted by several clients including Anthropic.

This precisely addresses the pain points of enterprise AI computing cost and energy consumption, potentially challenging NVIDIA's monopoly in the computing power market, while promoting AWS's transformation into a builder of intelligent AI ecosystems, enhancing its cloud service competitiveness. However, intensified price wars may compress profit margins.

2.$Tesla(TSLA.US)

Tesla released a video of the Optimus robot running, showing the robot jogging steadily in the lab with minimal gait wobble, and demonstrating its ability to autonomously go to the charging station for charging. This performance refreshes its own best record, proving Tesla's rapid technological iteration in the humanoid robot field, and boosting market confidence in this sector.

3.$Intel(INTC.US)

Last night, Intel's stock price rose over 8%. The company disclosed that orders for its next-generation AI server chip Xeon Max 2 exceeded expectations, and it plans to expand the chip factory capacity in Oregon. Additionally, there were previous rumors that it would be manufacturing Apple's M series chips by 2027. The stock price surge reflects the market's significantly raised expectations for its AI hardware business and foundry business. However, the foundry cooperation is not yet fully finalized, and its foundry division is still operating at a loss, requiring subsequent capacity implementation and technology stability to consolidate market confidence.

4.$Apple(AAPL.US)

The EU's highest court ruled that Apple's App Store is suspected of anti-competitive behavior, and the Dutch court has jurisdiction over related class actions, potentially facing a €637 million compensation. In related news, Apple refused India's directive to pre-install the Sanchar Saathi security app, citing concerns over compromising iOS ecosystem privacy security. Global regulatory risks are escalating, which may force Apple to open its ecosystem but could erode service revenue in the short term. Rising compliance costs may also impact profit margins.

5. Dolphin Research Focus on Earnings Reports and Conference Calls

Marvell: "Marvell: Acquisition to Fill Gaps, NVIDIA 'Alternative' Path Almost Realized?", "Marvell (Minutes): AWS First to Become Celestial AI's 'Core Leading Client'"

🐬 Leading Sectors

Shanghai and Shenzhen: Catering Services, Consumer Finance, Aluminum;

Hong Kong Stocks: Residential Construction Companies, Industrial Chemicals, Diversified Metals and Mining;

U.S. Stocks: Heavy Electrical Equipment, Cloud and Data Centers, Semiconductor Materials and Equipment.

🐬 Focus for Tomorrow

1. Salesforce to announce earnings report.

Risk Disclosure and Statement of this Article: Dolphin Research Disclaimer and General Disclosure