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U.S. stock preview: Three major futures indices rose, Super Micro Computer rose more than 5%, Dell rose nearly 4%, and Nvidia rose more than 3%.
Bilibili rose more than 7% pre-market, with the mobile game "Three Kingdoms: Strategic Victory" performing better than expected; Accenture rose more than 7% pre-market, with third quarter sales of generative AI exceeding 900 million US dollars; The expectation of a Fed rate cut is increasing, and the "rise" of US bonds is gradually sounding.
DBS interprets "Apple Asia Vets": bullish on fruit chain, bullish on memory, observe whether Chinese Android follows suit.
Analysts believe that, led by Apple, the large-scale model of end devices will slowly become popular, and the demand for hardware replacement can stimulate a new cycle in the consumer electronics industry.
Nvidia Ahead in 'Big Tech Race' to $4T as GPUs Are Tech's 'New Gold or Oil'
What's Going On With GameStop Stock Thursday?
GameStop Corp (NYSE:GME) stock has lost close to 16% this week following its annual shareholder meeting, where CEO Ryan Cohen emphasized a strategic pivot towards profitability through cost reduction.
Report: Taiwan Semiconductor explores new ai chip packaging technology, allowing more chipsets to be placed on a single wafer.
According to Nikkei Asia, Taiwan Semiconductor is exploring a new chip packaging method that will use rectangular substrates instead of circular wafers to improve production efficiency. The industry is expected to continue to increase packaging size in the future, accelerating the innovation process in the semiconductor industry.
According to Counterpoint Research, the Q1 revenue of the top five global wafer foundry equipment manufacturers has decreased by 9% compared to the same period last year.
According to Counterpoint Research statistics, due to delayed customer investment in cutting-edge semiconductors, the revenue of the top five global wafer foundry equipment (WFE) manufacturers fell by 9% year-on-year in the first quarter of 2024.