Stock price soared by 33%! "Snowflake" steals the limelight from nvidia. Analyst: AI software is superior to semiconductors, or is it a trend.
① After AI software company snowflake released its financial report, the stock price surged by 32.71%, driving up the software, cybersecurity, and cloud sectors. ② The number of snowflake's large customers increased by 25% year-on-year, reaching 542. ③ Snowflake also announced the establishment of a long-term partnership with the large model startup Anthropic.
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Wall Street is raising the target price for nvidia: The Blackwell craze is about to arrive!
①Wall Street analysts expect that Nvidia's next generation Blackwell chip will be released, triggering a sales boom, leading to them raising their target prices. ②Goldman Sachs forecasts that Nvidia's revenue will exceed $200 billion next year, emphasizing its potential large-scale share buyback plan.
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Lack of AI 'pain'? This year's iPhone sales on november 11 shopping festival-related show a double-digit decline according to statistics.
According to the Counterpoint report, the decline in apple sales is due to the fact that, apart from Huawei, the main competitors of apple in china released their flagship phones before this year's november 11 shopping festival-related. Huawei's sales during the november 11 shopping festival-related increased by 7% year-on-year, making it stand out the most.
Is the 20 billion dollars in revenue for apple at risk due to the separation from Chrome?
The US Department of Justice is requesting Google to terminate its default search partnership with apple. Analysts estimate that if the Department of Justice's proposal is accepted, apple may face revenue losses of up to $20 billion. As this change may take several years to implement, apple is looking for new sources of revenue. Currently, apple has turned its attention to the AI field, exploring partnerships with multiple AI companies. Apple has discussed with some AI companies the possibility of extracting subscription revenue through 'Apple Intelligence'.
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