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Apple Joins Nvidia, Tesla in Top Stock Options as iPhone Maker's Market Cap Nears $4T
Waymo Completes 4 Million Autonomous Rides In Key US Metropolitan Areas In 2024 Ahead Of Tokyo Launch
Quantum Computing, Rigetti, D-Wave Skyrocket Up To 300% In 5 Sessions After Google Unveils Willow Chip, But Analysts Urge Caution: 'Not Every TikTok Guitarist Is The Next Taylor Swift'
"The next NVIDIA" is emerging, A-shares tapping into ASIC must be booming, is there a new narrative for AI Chip?
① Broadcom's performance has surged, and Morgan Stanley estimates that the AI ASIC market size will increase from 12 billion dollars in 2024 to 30 billion dollars by 2027; ② Compared to general GPUs, ASICs have advantages in terms of energy consumption and cost; ③ Most AI ASIC-related stocks in the A-share market have different business directions from Broadcom, and the segments driven by AI ASIC, such as optical modules and Switches, are receiving considerable attention.
Apple Reportedly In Talks With Tencent, TikTok-Parent ByteDance To Roll Out AI Features In China
Apple sharply criticized Meta for taking advantage, but this time the EU sided with Meta.
① Apple criticized Meta on Wednesday for repeatedly requesting access to software tools on iPhone devices, stating that this would affect user privacy and security; ② Apple warned that Meta has made a total of 15 interoperability requests, and if allowed, Meta could read all information from users on Apple devices; ③ The European Union has requested Apple to provide feedback on the relevant requests so that application developers can better understand iOS components.
