WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies
Semiconductor design and manufacturing will merge again: Why are Taiwan Semiconductor and Samsung discussing DTCO at ICCAD 2024, which is in"focus"?
① Wei Shaojun from the China Semiconductors Industry Association stated that technology is the foundation for chip design companies to survive. A complete set of processes and methods suitable for their products needs to be established in design methodology, and DTCO points out the direction for industry development; ② Taiwan Semiconductor and Samsung have already had notable collaborative cases in the DTCO program, and the industry believes that the key to DTCO lies in addressing the issues of chip performance and mass production yield, effectively enhancing the production process.
The NASDAQ broke through 0.02 million points for the first time, Tesla led a group of tech giants to a new high, and Bitcoin climbed to 0.1 million dollars
The Dow and Apple fell, the Nasdaq rose nearly 2%, Tesla and Google rose nearly 6%, while Meta, Amazon, and Netflix all reached new highs. NVIDIA rose over 3%, Broadcom rose nearly 7%, Super Micro Computer once dropped over 8%, the decline of Chinese concepts narrowed, and Fangdd Network turned to rise over 11%. The U.S. November CPI confirms interest rate cut bets for next week, with a pause on rate cuts expected in January next year. The dollar and U.S. Treasury yields rebounded in a V-shape, while spot Gold reached its highest level in five weeks. The yen plunged below 152, while the offshore yuan once dropped over 300 points, falling below 7.29 yuan. After a significant interest rate cut by the Bank of Canada, the Canadian dollar and Canadian bond yields turned to rise, and oil prices increased by about 2%.
Semi Stocks Rise Helps Propel Nasdaq Above 20,000 Points
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China Central Economic Work Conference: A Key Indicator for Future Market Trends
U.S. stocks closed: The Dow Jones fell for four consecutive days, Chinese concept stocks plummeted over 4%, as the market focused on the CPI report.
① The Nasdaq China Golden Dragon Index fell 4.34%, as China Concept Stocks collectively declined; ② Apple is reportedly planning to equip its smartwatches with satellite communication capabilities; ③ Google A rose 5.62%, as the company launched its latest quantum chip "Willow," achieving significant technological breakthroughs; ④ Microsoft shareholders voted against the Bitcoin investment proposal.
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Chips Mostly Lower as Investors Await Key Results From Broadcom
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AI chip demand drives growth! taiwan semiconductor's sales in November increased by 34% year-on-year, but dropped compared to the previous month.
Driven by the demand for ai chips, taiwan semiconductor's sales in November were 276.06 billion New Taiwan dollars, but this represents a 12.2% decline month-on-month, with ongoing concerns about the slowdown in datacenter construction.
Alibaba Games is about to launch an attack.
Inject enthusiasm.
Alibaba Options Volume More Than Triples After China Vows to Bolster Growth
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
Top Names With Growth at a Reasonable Price According to GARP
Jack Ma makes a rare public appearance and speaks out.
Guide the ants in the right direction.
China Will Adopt a "Moderately Accommodative" Monetary Policy in the Next Year, The First Shift to Easing Since 2011
Jack Ma appeared, coming for the future of Ant Group for the next 20 years.
"The future will ultimately be decided by doing things that are truly valuable and different."