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The AI Infrastructure boom is in full swing, and storage demand is experiencing explosive growth! Highlights from Micron Technology's Earnings Reports.
Micron Technology has provided an optimistic sales forecast due to strong AI demand, with the Datacenter Business being the strongest growth engine.
Hong Kong Stock Morning Report | Siasun Robot&Automation and AI received further policy support. CHINA MOBILE's net profit exceeded 130 billion yuan last year.
① Shanghai Pudong: Will focus on humanoid robots, large models and other fields to create distinctive landmark parks. ② ShanDong: Vigorously promote the innovative development of AI and humanoid robot industries. ③ Foxconn Chairman Liu Yangwei: In two years, the Server business is expected to exceed the iPhone business, possibly achieving this year. ④ The State Council General Office: Improve the quality of Traditional Chinese Medicine to promote high-quality development of the Traditional Chinese Medicine industry.
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Before the "three witching hour," US stocks had a one-day rebound, quantum computing stocks plummeted, PDD Holdings briefly rose by 10%, and the Bank of England took a hawkish stance, with UK bonds turning to declines during the session.
Accenture fell over 7%; quantum computing stock D-Wave dropped 18%; after the Earnings Reports, FedEx fell over 5% in after-hours trading; Micron Technology once rose over 5% in after-hours trading. NIO declined nearly 9%, but PDD Holdings closed up 4%. After the Bank of England meeting, UK bond yields experienced a V-shaped reversal, and UK stocks halted a six-day rally. The USD reached a two-week high. Brent crude oil rose nearly 2% to create a new three-week high. Gold reached a new intraday historical high for three consecutive days. Copper increased for four straight days, closing at a new historical high.
U.S. stock market close: The three major Indexes collectively edged down slightly, with the shadow of U.S. policy lingering.
① The Nasdaq China Golden Dragon Index fell by 3.84%; ② NVIDIA rose by 0.86%, with Market Cap surpassing Microsoft; ③ Micron's revenue exceeded expectations, rising over 4% in after-hours trading; ④ Apple reorganized its AI executive team in an effort to turn around the decline of Siri.
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