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Intel's mistake, AMD doesn't want to repeat it.
Analyst Doug O'Laughlin believes that Intel has missed out on both the mobile platform and DCAI, making it a 'walking dead' at the moment, while AMD's acquisition of ZT Systems is necessary and wise, allowing AMD to stay competitive in the AI era.
Vanguard Group warns: US technology stocks are seriously overvalued, people are too optimistic about the prospects of AI.
① Chief Economist of Pioneer Group wrote in the report that the market's expectations for artificial intelligence technology seem to be somewhat excessive. ② He warned that Wall Street's optimism about the economic growth and corporate profit increase brought by artificial intelligence technology has led to overvaluation of US technology stocks.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
- List of stocks to break through the clouds Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1417> Miraito One 2073 2066.5 1984 <1803> Shimizu Construction 972 913.25 935.5 <1873> Japan House HD 340 338.25 330 <1887> Japan Land
Snowflake, JD.com And Temu Parent PDD Are Among Top 8 Large Cap Losers Last Week (Aug 18-Aug 24): Are The Others In Your Portfolio?
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Expert Outlook: NetEase Through The Eyes Of 5 Analysts
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AppLovin Analyst Ratings
NetEase Declares $0.435 Dividend
Not Nvidia, Portfolio Manager Says He'd Pick This 'Magnificent 7' Stock In The Near Term, But Expects Jensen Huang-Led Company To Surprise On The Upside Next Week
HSBC reviews Netease's financial report: live streaming profit drag impact limited, market may be too pessimistic.
HSBC believes that the market is overly pessimistic about Netease, with the company's Q2 primarily affected by live streaming, but the core game user base remains stable, the strong game product line will help to reassess the company's mid-term prospects, and there is still a 26% upside in the stock price.
Active and newly established stocks in the afternoon session.
*Nintendo Co Ltd<7974> 8225 -51 Lear cautious in buying due to caution over yen volatility ahead of Powell's FRB speech. *Takeuchi Manufacturing<6432> 4195 -105 Domestic securities lowered target stock price. *Basis<4068> 1258 +97 Wireless area design accompanying service start for local 5G expansion. *T&S G<4055> 1638 +139 Interest in related stocks such as trading partners and shareholders due to the news of Kioxia HD's listing application. *Hitachi Zosen<7004> 9
Unfazed by the possibility of a repeat of "Black Monday," the Governor of the Bank of Japan is resolutely hawkish, still planning to raise interest rates.
Although the Japanese stock market just experienced a "Black Monday" crash earlier this month, the Bank of Japan's determination to raise interest rates does not seem to be shaken. On Friday, Bank of Japan Governor Kuroda Haruhiko stated during a parliamentary questioning session that if Japan's inflation and economic data continue to meet the central bank's expectations, the Bank of Japan will continue to raise interest rates.
Netease Cloud Music's profit ability has significantly improved in the first half of the year, with a year-on-year increase of 165.4% | Financial report sighting
During the reporting period, Netease Cloud Music's online music service revenue grew significantly, with a 25.5% year-on-year increase in subscription revenue. Monthly paying users have steadily increased, and due to the strong commercial performance of the core business, the gross margin increased by 10.3 percentage points to 35.0% year-on-year.
Significant reduction in losses! Netease Youdao's operating cash flow in the second quarter of 2024 reached a net inflow of 0.25 billion yuan, an 88.2% year-on-year increase | Financial Report Insights
The gross margin of youdao in Q2 2024 was 48.2%, while it was 47.0% in the same period of 2023. CEO Zhou Feng said that it was correct not to adopt a low stock price strategy before and will not participate in price wars in the future.
NetEase Analyst Ratings