Alibaba settles a deal for 3 billion.
Focus on the battle.
Intense game! When the 'most sensitive U.S. stocks in history' meet 'Mag 7 financial reports'
Bank of America Merrill Lynch pointed out that 2024 has become one of the most volatile years for US stocks in over two decades, especially after financial reports are released, this volatility is particularly evident. In the current period of intensive financial report releases, investors should pay more attention to individual stock performance.
Attention! The technology giants of the US stock market are about to release their financial reports, with heavyweight data such as PCE and non-farm payrolls expected to make a significant impact.
①On the eve of the US presidential election on November 5, the US stock market will experience a "high-energy" week; ②First, 5 of the "Seven Giants" will release heavyweight financial reports this week, followed by heavyweight economic data - the US PCE index and non-farm employment report will both be released.
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USA Scores Big Win Taiwan Semiconductor Arizona Plant, Sees Good Production Yields
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditures of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. JP Morgan believes that AMD seems to have cut its CoWoS orders at Taiwan Semiconductor in 2025, but this portion of capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditures on cloud computing are accelerating year-on-year due to investments in GPU equipment, and may peak in the first half of 2025.
US stocks are too concentrated! Below the 50% red line, asset management institutions can only sell technology stocks.
This year, the U.S. stock market is unusually concentrated, with nvidia, apple, and other technology stocks accounting for about half of the index's increase. Funds such as Fidelity and Pimco were forced to sell technology stocks to comply with regulatory requirements to keep the proportion of weighted stocks in the investment portfolio below 50%.
Yield rate exceeds that of factories in china and taiwan, taiwan semiconductor's Arizona factory is progressing better than expected.
According to reports, taiwan semiconductor's yield in the Arizona plant has exceeded its counterparts in china taiwan by about 4 percentage points. Wei Zhejia expressed confidence in the Arizona plant and expects mass production to begin in early 2025.
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Thanks to taiwan semiconductor, nvidia has good news!
①Huang Renxun stated that with the help of Taiwan Semiconductor, the latest Blackwell ai chip design flaw of Nvidia has been fixed, which previously affected production; ②He said, "Our Blackwell has a design flaw. It is functional, and the design flaw leads to very low yield. This is 100% Nvidia's fault."
European and American stocks and bonds both fell, tesla rose more than 9% after hours, silver fell by 4%, the dollar reached its highest level in nearly three months
European and American central bank officials called for caution in cutting interest rates, with US Treasury yields rising to pressure low-risk assets. The Dow and S&P indices fell by about 1% for the third consecutive day, NVIDIA initially dropped over 4%, cloud-based company Kujiale warned of profit slump nearly 3% in US stock, China concept index turned down, but Li Auto Inc. rose by nearly 4%. The 10-year US Treasury yield once rose above 4.26% to a three-month high, and the yen fell below 153 for the first time in three months. Oil prices fell by more than 1%, spot gold approached $2760 to hit a new high before falling by over 1%, and silver initially dropped by 4%.
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In the era of AI explosion, where is the next breakthrough? Barclays has provided a clear "AI roadmap".
Barclays predicts that with the popularization of AI applications, the demand for inference computing is expected to exceed 70% by 2026. By then, it may require four times more chip capital expenditures than expected to meet all needs.
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