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Nvidia, Advanced Micro Devices, Broadcom Shares Gain Amid Tariff News
ABT Networks (688168.SH): The directors and senior management plan to reduce their shareholding.
On March 25, Gelonghui reported that ABT Networks (688168.SH) announced that it recently received "Shareholding Notification Letters" from Mr. Li Yuan, Mr. Xue Hongliang, and Ms. Dan Chen. Due to personal financial needs, the aforementioned parties plan to reduce their shareholding in the company through centralized bidding within three months after 15 trading days from the date of announcement, in compliance with legal regulations. The specific details are as follows: 1. Mr. Li Yuan plans to reduce his shareholding by no more than 2,975 shares, accounting for 0.0039% of the company's total equity; 2. Mr. Xue Hongliang plans to reduce his shareholding by no more than.
Broadcom and Crown Castle in the Box Have Been Highlighted as Zacks Bull and Bear of the Day
Is It Safe to Get Back Into Chip Stocks? Some Investors Think So, but Here's What They Should Keep in Mind
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
UBS Group: Intel's (INTC.US) new CEO plans to focus on chip design and attract NVIDIA and Broadcom as customers for its foundry business.
UBS Group stated that Intel's new CEO Lip-Bu Tan's recent plans may include a renewed focus on chip design for the struggling chip manufacturer.
