Reports that $蘋果 (AAPL.US)$ has set a goal of producing a fully autonomous electric car by 2025 would have been enough to set the tech sector and Wall Street on fire with speculation about what an "iCar" might look like. But, when those reports from last week said the key to Apple's car plans is a breakthrough semiconductor platform, that fire of speculation turned into an almost uncontrollable blaze.
Apple (AAPL) as it historically does, is keeping its mouth shut about anything it might be doing on the car front. However, the potential for a new chip technology unlike any other in the auto sector illustrates the role that chip developers are playing in advancing changes in the auto industry. And recent comments from many bellwether chip company executives show how much automobiles are playing a role in their plans for new areas of diversification and growth.
$英偉達 (NVDA.US)$ reported strong quarterly results on Nov. 17, and not surprisingly, the company's performance was largely driven by its gaming and data-center businesses. Revenue from automotive products was only $135 million, but that was an increase of 8% from a year ago. Nvidia (NVDA) also said that during the quarter, it lined up self-driving truck start-up Kodiak Robotics, British automaker Lotus, autonomous bus manufacturer QCraft, and EV startup WM Motor as customers to use Nvidia's Drive Orin platform for their next-generation vehicles.
In talking about Nvidia's (NVDA) results, Chief Executive Jensen Huang said that the automotive industry also provides an outlet for use of the company's Omniverse virtual technology platform.
"There are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year," Huang said.
Of course, Nvidia (NVDA) isn't alone among chip companies with plans of building big automotive businesses.
$高通 (QCOM.US)$ has made autos one its primary areas of focus, and on Nov. 3, it reported $270 million in fourth-quarter revenue from automotive sales, a 44% increase from a year ago. At that time, Chief Executive Cristiano Amon said Qualcomm (QCOM) was working with automakers to create "a joint roadmap to build multi-tier, multi-generation, scalable and upgradable platforms for a long-term sustainable business."
Qualcomm (QCOM) wasted little time putting some meat on those auto-plan bones when, on Nov. 17, the company announced a deal to provide its Snapdragon system-on-a-chip technology to BMW for the German automaker's next generation of autonomously driven cars. At its investor day meeting that same day, Qualcomm said such deals should help it boost its automotive-chip revenue from $1 billion this year, to $3.5 billion in 2026.
"This is just the beginning," Amon said of the BMW deal. "It's an incredible opportunity to scale very fast in our auto pipeline."
Other automakers are building closer ties with many large chipmakers. Last week, $通用汽車 (GM.US)$ said it will work with Qualcomm and other chip companies on semiconductors for its cars, and $福特汽車 (F.US)$ announced a new partnership with $GlobalFoundries (GFS.US)$ centered around jointly developing chip technologies for Ford (F) vehicles.
Tom Caulfied, GlobalFoundries CEO, called the deal with Ford "a key step forward in strengthening our cooperation and partnership with automakers to spur innovation, bring new features to market faster, and ensure long-term, supply-demand balance."
At $英特爾 (INTC.US)$, the semiconductor giant's Mobileye self-driving car business reported its best-ever quarter in October, with sales of $326 million, or 39% higher than in the same period a year ago. On Intel's (INTC) earnings call, Chief Executive Pat Gelsinger said that with Mobileye, Intel will soon deliver driverless robo-taxi service in conjunction with rental car company Sixt SE. Gelsinger added that Intel (INTC) expects the market for "automotive silicon" will reach $115 billion by the end of the decade "as AVs [autonomous vehicles] begin to move from the garage to the streets."
At the IAA Mobility Conference in September, Gelsinger said that the advancements in chip technology are turning the automobile into "a computer with tires," and left no doubt about how close chip companies and carmakers will work together in the coming years.
"We need you and you need us," Gelsinger said.

$通用汽車 (GM.US)$ and $福特汽車 (F.US)$ have given no indication that they are considering a spinoff of their electric vehicles businesses, but that could change in a market where $特斯拉 (TSLA.US)$trades with a market cap of over one trillion dollars, $Rivian Automotive (RIVN.US)$ skyrockets past a $100B valuation on its first day of trading and $Lucid Group (LCID.US)$ sits with a market cap of over $75B well ahead of mass deliveries.
Datatrek makes the point that traditional automakers are at a huge competitive disadvantage relative to electric vehicle pure plays when it comes to accessing capital markets. Companies like Tesla (TSLA), Rivian Automotive (RIVN) and Lucid Group (LCID) have an easier route to low-cost capital by issuing shares into red-hot demand. At the moment, that investor demand is seen supported by market expectations that General Motors (GM) and Ford (F) will not break off their electric vehicle businesses into separate pure-play EV companies.
The breakup road for GM and Ford to take is pretty straightforward, per Datatrek. First, the companies would create an EV "newco" to include parts of the EV business like R&D, product design, parts sourcing and assembly. The next step would be to hire a CEO and CFO from the tech world, but with experience in design and manufacturing, and then staff the rest of the organization from the top-performing ranks of existing management. A strong, independent board and an outside chairperson would also be a positive, especially if the have venture capital and technology chops. Finally, GM (GM) and Ford (F) would fire off a sale of 19.9% of the new pure-play EV companies in an initial public offering to bring in as much as $10B and leave plenty of room for investor interest. Even tricky issues like how to deal with the UAW and distinguishing brands (F-150 ICE vs. F-150 Lightning) could have clever workarounds if the Detroit giants make the move.
"It is not that Ford and GM can't compete in EVs or AVs – they can. It is that their chances improve materially if they can have an equity currency that goes toe – to – toe with Tesla and (now) Apple," reasons Datatrek on the scenario.
Other auto industry analysts have observed that GM's Cruise subsidiary in particular could have an easier time striking key partnerships if free of the old Detroit roots.

$運鴻國際Units 1 Cl A Ord Shs 1/2 Red Wt And 1 Rt (ZGYH.US)$，誰是首席執行官也是特朗普媒體 SPAC 的背後 $Digital World Acquisition Corp (DWAC.US)$，計劃解散和清算。
據一份 8-K 申報表，由帕特里克奧蘭多管理的 SPAC 雲洪國際公司將在無法在所需時間內完成交易後解散。
總部位於中國武漢雲洪於 2019 年上市，目標是尋求在亞洲收購消費者/生活方式業務，後來修訂以排除中國。
雲洪今年初短暫達成協議，將電池和氫燃料電池公司吉加能源以 7.400 億美元的估值上市，計劃在中國營運。但是，大約四個月後，Giga 取消了合併，當結束的截止日期到期。
$YUNHONG INTERNATIONAL C/WTS 31/01/2027 (TO PUR COM) (ZGYHW.US)$ 在特朗普的媒體和科技集團宣布將通過與 DWAC 合併公開公開後，10 月 22 日飆升了 265%。
奧蘭多也是 SPAC 的首席執行官 $Benessere Capital Acquisition Corp (BENE.US)$。
《雲洪新聞》早前由彭博社報道。
奧蘭多與特朗普的交易受到了關於上月《紐約時報》的一篇文章後，該文章聲稱可能有關 DWAC SPAC 的證券法可能違反證券法。本週早些時候參議員伊麗莎白·沃倫（D-MA）昨天向 SEC 主席加里·根斯勒發了一封信，要求該機構調查該交易。

$頂級手套 (BVA.SG)$ 什麼？頂級手套 PE（TTM）僅限 2 歲以上？這太低了。有問題嗎？沒有人願意買？

在幾個月之後，流媒體視頻的觀看率在遊行中正在進行了一段時間，返校暫停了一段時間，而現在廣播是傳統秋季的電視節中取得了基礎。
根據 Nielsen 每月對電視傳送平台的「The Gauge」的「The Gauge」報導，流媒體的份額在幾個月以來一直在 28%，但 9 月廣播電視頻上漲 2 個百分點，10 月再增加了 2 個百分點，將其相比為 28%。
它將增益歸因於兩個秋季現象:新秋季電視陣容 (特別是一般戲劇) 和體育賽事直播 (上漲 22% 從九月).尼爾森說，這兩種流派佔觀眾在十月份觀看廣播節目的 35％ 時間。
廣播收益由有線和其他收益，分別下跌至 37% 和 6% 的股份。（「其他」電視使用包括觀看視頻光盤和遊戲等用途。）
在直播者佔用的 28% 份額中， $奈飛 (NFLX.US)$ 和 $谷歌-C (GOOG.US)$ $谷歌-A (GOOGL.US)$ 已被捆綁在 6 每個百分點, 但 Netflix 打勾多達 7% 總觀看, 感謝分鐘觀看跳躍 5.5% 在此期間, 信用到它的命中像魷魚遊戲, 你和女傭.
其後的份額是胡魯（DIS、CMCSA），佔 3%；亞馬遜 Prime 視頻 $亞馬遜 (AMZN.US)$，在 2％; 和迪士尼 + $迪士尼 (DIS.US)$，在 1％。
在亞馬遜 Prime 視頻和迪士尼 + 上觀看的總分鐘數每次下降了約 2.5％。葫蘆的收視人數下降了 0.3%。受到 YouTube 電視的提升，YouTube 收視率上升了 2.2%。
「其他流媒體」類別包括頻譜等線性流媒體 $特許通訊 (CHTR.US)$, 直播電視 $AT&T (T.US)$ 和吊索電視 $Dish Network (DISH.US)$，而且它保持穩定在整體電視佔有率的 9%，但該類別的觀眾數量正在增加了兩位數。
在尼爾森的每週流媒體收視率, 與此同時, Netflix 公司繼續做乾草, 掃整個頂部 10 在整體方案-但新鮮了一個新的賽季, 你下台魷魚遊戲作為沒有. 1 程序, 流 2.682 十億分鐘魷魚遊戲的 1.682 十億.
他們隨後的整體圖表由 Netflix 的女僕 (865 百萬分鐘), 無恥 (851 百萬), 公司 (748 百萬), 洛克 & 關鍵 (637 億), 在黑暗中 (608 百萬), 宋飛 (595 百萬), 黑名單 (586 百萬) 和 NCIS (540 百萬).
像往常一樣, Netflix 公司還橫掃了收購系列子圖表, 領導無恥, 科科梅隆, 在黑暗中和宋飛.它採取了在原始圖表上的前五個點, 雖然葫蘆 (DIS, CMCSA) 在 6 號突破了那裡與建築物只有謀殺案 (386 百萬), 和蘋果電視 + $蘋果 (AAPL.US)$ 在 9 號與泰德·拉索（291 百萬）。
電影排行榜再次成為迪士尼缺乏分鐘的地方：迪士尼 + 領導著黑寡婦（2.69 億分鐘）和 Hocus Pocus（237 百萬）的圖表。其次是三部 Netflix 電影-被遺忘的戰役 (216 百萬), 走在風格 (210 億) 和夜牙 (188 百萬) 之前其他三個迪士尼 + 電影:蒂姆·伯頓的噩夢聖誕節前 (168 百萬), 盧卡 (150 百萬) 和莫阿納 (134 百萬).

最近， 超宇宙 已成為摩 oer們密切關注的最熱門話題。 站在虛擬社交網絡的尖端，社交媒體巨頭 Facebook 更名引領了最新趨勢。 $Meta Platforms (FB.US)$ 在穆莫每天都會發生活動。摩爾人騎乘哪些趨勢？
為了擁抱新趨勢，@moomoo 學院正在改名。我們仍然致力於分享最多 進階投資理念及知識, 啟動活動 收集您的意見，以及 發布優秀的 在你們所有人的帳戶中。這就是摩爾人的智慧積累的地方， 遊戲化策略 被採用，使教學更具吸引力！
讓我們聚在一起 集思廣益 並為 @moomoo 學院選擇一個新的趨勢名稱。在這裡，我們有三個建議：
1.元哞
學習就像玩一個遊戲，您努力擊敗怪物以獲得更高級別的遊戲。從過去的投資經驗開發的直覺成為投資者工具包的重要組成部分。沉浸在 moomoo 中，探索社交互動的虛擬遊戲化元素。
2. 穆穆的想法
收集您在投資時擁有的每個想法，最後構建您獨特的投資邏輯。在這裡，我們將介紹您，我們親愛的朋友們分享的投資見解。
3. 摩奧爾斯策略
與所有流浪者分享您的投資策略和經驗，以便初學者可以向經驗豐富的人學習，並且摩爾人可以與他們的同行互動。您在溝通時正在進步。
狩獵時刻！ 在 @moomoo 學院的改名調查中投出寶貴的投票。
我們呼籲 mooer們成為改名活動的一部分，並成為內容 生產者 的新帳戶。更改名稱是如此酷，我們希望您成為其中的一部分。請記住，所有建議都是受歡迎和讚賞的。
如果您有更好的名字，請在下面的評論中留下它！

$比特幣 (BTC.CC)$  tomorrow the BTC up