Nvidia to Enter Dow Jones Industrial Average: How Do Tech Giants Perform Post-Inclusion?
CICC: Raises byd electronic's target price to 38.2 Hong Kong dollars, maintains 'Outperform industry' rating.
CICC released a research report stating that considering the industry valuation center moving up, the target price of BYD Electronic (00285) was raised by 6.1% to 38.2 Hong Kong dollars, corresponding to PE ratios of 17.2 and 12.8 times for the next two years. Maintaining an "outperform" rating. The bank expressed interest in the development of the group's datacenter business, bullish on the collaboration with NVIDIA, and accelerating its AI-related expansion pace. The bank pointed out that BYD Electronic's performance in the third quarter of this year met expectations. Benefiting from strong demand from overseas customer Jabil and sales growth of the group's parent company, the group's third-quarter revenue increased by 21.08% year-on-year, achieving historical high.
Nvidia's Need For Speed: Jensen Huang Pushes SK Hynix For Earlier Memory Chip Delivery
Nvidia Overtakes Apple to Become World's Largest Company -- Barrons.com
Nvidia is reportedly planning to abandon super micro computers, with old orders being transferred to other suppliers.
①Super Micro Computer was caught in the delisting storm last week due to the resignation of auditors, causing great concern in the semiconductor industry; ②The company's largest customer, Nvidia, reportedly has transferred its orders to other suppliers to manage risks; ③The fate of Super Micro Computer has become even more obscure.
Jim Cramer Keeps Recommending Tesla Because He Loves 'Space Stuff,' But He's Not Keen On Ford: 'I Can't Recommend The Stock'
