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Semiconductor Surge: How Sustainable Is the Rally?
Analysts NotebookApr 25 07:45 ET
Cambricon Technologies Corporation Limited's (SHSE:688256) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?
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Cambricon Technologies' 2024 Loss Narrows on Higher Operating Income
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103463797

Jan 13 15:50

Columns Weekly Insights - 6th Jan 2025

Welcome back to the new year as we kickstart to our 1st weekly report of 2025. Hope you had a great new year holiday, and best wishes for a very prosperous 2025 with good health, great fortune, lots of happiness and much success personally and professionally!
Let’s start with some news for this week, the world's largest consumer technology trade show CES officially kicks off tomorrow in Las Vegas, and Nvidia's Jensen Huang is expected to share about updates on its B...

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FOMC holds rates amid heightened uncertainty: Where will US stocks head next?

1

Spinee

Sep 29, 2024 14:43

CHINA URGES LOCAL COMPANIES TO STAY AWAY FROM NVIDIA’S AI CHIPS

This could be merely posturing or could also be an indication of growing self-reliance in AI chipmaking capabilities. If Biden continues to ban even downgraded $NVIDIA (NVDA.US)$ chips from exports to China, telling local firms not to buy Nvidia is moot and academic. $Cambricon (688256.SH)$ , $Huawei Hongmong (LIST0795.SH)$ and $Baidu (BIDU.US)$ to benefit.
$BIDU-SW (09888.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$

Officials say the real estate market is bottoming out. What’s your view on China's property market?

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2

Zeff The Great

Nov 27, 2023 23:26

Profit may continue to surge, but share price may hit parity

it is udnisputed that $NVIDIA (NVDA.US)$ has claimed the crown of “the winning stock of the year” , following the AI-led bullrun among the tech sectors in US market.
Owners of data center infrastructure such as $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$ $Microsoft (MSFT.US)$ , and other major tech players for instance $Tesla (TSLA.US)$ , Huawei, $Baidu (BIDU.US)$ have been hoarding truck loads of GPU ，in order to “train” their own AI model pl...

Nvidia crushes estimates again, but the alarm has been sounded?

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1

Spinee

Mar 22, 2023 15:56

Chinese AI-powering chipmaker Cambricon $Cambricon (688256.SH)$ rises as much as 20%, refreshing a 2-year high amid the computing power and cloud services craze in the Chinese stock market today.
$BIDU-SW (09888.HK)$ $BABA-W (09988.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $Hang Seng TECH Index (800700.HK)$

1

bullrider_21

Mar 17, 2023 12:40

$BIDU-SW (09888.HK)$ $Baidu (BIDU.US)$
Baidu Inc. surged more than 14% Fri after brokerages including Citigroup tested the company's just-unveiled ChatGPT-like service and granted it their preliminary approval.
Baidu's leap reversed a 6.4% loss on Thu after founder Robin Li debuted China's answer to ChatGPT via recorded video, disappointing investors hoping for a real-time demo of the country's highest-profile entry in a race to dominate the technology.
Baidu soars after analysts give Ernie a thumbs-up after test-run
...

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