Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global chip stocks partying together.
①This Thursday, global chip stocks usher in a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. unsponsored ADR also brought bullish news, driving the chip stocks in the USA, Japan, and Europe markets to generally rise; ②In stark contrast to the continuous good news, a pessimistic report titled 'Winter is Coming' was published by Morgan Stanley just half a month ago.
Guo Mingxi: Meta AR glasses Orion will be mass-produced as early as 2027, positioning to replace mobile phones and computers.
Christopher Kuo from TF International Securities stated that Meta's internal product roadmap indicates that Orion could enter mass production as early as 2027. Before Orion is officially mass-produced, Meta may introduce a lower-spec version. Orion is positioned to replace smart phones and tablets, with its main selling points being the integration of AI technology and spatial computing.
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