Sector Update: Tech Stocks Gain Friday Afternoon
Qualcomm is going to be abandoned! Apple will launch its first self-developed modem chip in the iPhone SE next year.
Media reports that after more than five years of development, apple's first self-developed modem chip low-end version will be unveiled next year, and the high-end version will be unveiled in 2026. It is hoped that by 2027, it will replace qualcomm's modem technology. However, the performance of the new apple low-end modem does not reach the level of qualcomm's latest products. At the same time, apple will continue to use components from broadcom and skyworks solutions in its devices. After the news broke, qualcomm and qorvo's stock prices declined, while apple, broadcom, and skyworks solutions rose.
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Daiwa Securities Cuts QUALCOMM Price Target to $190 From $200, Maintains Outperform Rating
KeyBanc: Data shows apple (AAPL.US) sales performance mediocre, maintaining a "shareholding" rating.
After evaluating several survey data, KeyBanc Capital Markets rated apple as "shareholding", with a target price of $200.
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Jilin OLED Material Tech (688378.SH): Gradually exploring the introduction of advanced digital technologies such as AI and high-throughput screening into the development process of materials and more.
Gelonghui reported on December 6 that jilin oled material tech (688378.SH) stated on the investor interaction platform that the company is gradually exploring the introduction of advanced digital technologies such as ai and high-throughput screening into the development process of materials, providing a solid technical support for the company's high-quality development.
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