J.P. Morgan Chase: TSMC's technological breakthrough, a key engine in the AI era
The J.P. Morgan report highlights TSMC's leading position in technological innovation and advanced packaging, as well as its key role in the AI era. Through a series of technological breakthroughs, TSMC is expected to maintain its leading position in the semiconductor industry for years to come.
Weekly outlook | The Federal Reserve's interest rate decision is here! Apple, Amazon, and AMD earnings reports will be released soon
US non-farm payrolls data for April, China's official manufacturing PMI and Caixin manufacturing PMI were announced one after another; Buffett's shareholders' meeting opened; and the Hong Kong stock market was closed on May 1.
KITU Macro: The US stock bull market will continue, but the bubble will burst in 2026
Well-known research firm Kaitou Macro believes that artificial intelligence will drive US stocks to continue to rise in the short term, but this bubble will eventually burst in 2026.
Nvidia is back with full blood! It surged more than 6% on Friday and surged 15% throughout the week. The semiconductor sector is excited again
Nvidia's cumulative increase this week was the biggest in 11 months. Although no financial report has been released yet, the performance was impressive. It was more impressive than tech giants such as Tesla and Google's parent company Alphabet, which surged after this week's earnings report was announced.
In its latest report on the 26th, J.P. Morgan Chase said that the highlights of the TSMC 2024 Technology Symposium North American Summit include the launch of the A16 process node, the debut of advanced packaging technology SoW, and further innovation in
In its latest report on the 26th, J.P. Morgan Chase said that the highlights of the TSMC 2024 Technology Symposium North American Summit include the launch of the A16 process node, the debut of advanced packaging technology SoW, and further innovation in silicon photonics technology. The report highlights TSMC's technological leadership in the AI era and provides an “increase in wealth” rating and a target price of NT$900.
Top 20 turnover | Google rose more than 10% to a record high, with sales exceeding US$11.1 billion
On Friday, Nvidia, the number one in terms of US stock turnover, closed 6.18% higher, trading at US$47.76 billion; Tesla, which ranked No. 2, closed down 1.11% and traded US$18.58 billion.
US stocks closed | PCE suspends inflation concerns, Google's performance soared more than 10% after that, and Nvidia rose more than 6%
The S&P Index rose 2.67% this week, and the NASDAQ rose 4.23%, all of which recorded the biggest weekly gain since November last year; the China General Index rose nearly 9% weekly, the biggest increase since July last year.
Taiwan Semiconductor Options Spot-On: On April 26th, 121.71K Contracts Were Traded, With 1.67 Million Open Interest
On April 26th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 121.71K options for the day, of which put options accounted for 37.74% of the total transact
Intel 'Still A Work In Progress' As 'Turnaround Efforts Take Root,' Analysts Say After Q1 Disappointment
"Intel is back," CEO Pat Gelsinger proclaims. But some analysts, like those at Oppenheimer, "remain on sidelines" due to weak demand
Microsoft and Google financial reports open the way! “Shovel seller” Nvidia surged strongly by double digits this week
① Nvidia has risen nearly 15% this week, and is expected to record its best weekly performance since May last year; ② Some of Nvidia's biggest customers are investing more in artificial intelligence technology, which is expected to continue to bring explosive sales growth to Nvidia.
10 Information Technology Stocks With Whale Alerts In Today's Session
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth.
Taiwan Semiconductor's Options: A Look at What the Big Money Is Thinking
Financial giants have made a conspicuous bullish move on Taiwan Semiconductor. Our analysis of options history for Taiwan Semiconductor (NYSE:TSM) revealed 31 unusual trades.
US stock outlook | The three major indices rushed higher and fell, and PCE data exceeded expectations; Google surged more than 12% before the market
Microsoft rose more than 4% before the market, and the strong cloud business broke Wall Street expectations; Intel fell more than 8% before the market, and Q2 earnings guidance was weak.
Express News | Bank of America: Supercap stocks will continue to lead the market until interest rates raise concerns about a recession
Tencent and Ali lead the MSCI Emerging Markets Index to boom! The best weekly performance since July
The benchmark index that tracks many emerging market stock markets recorded its best weekly performance since July 2023.
Changes in US stocks 丨 TSMC's previous rise of more than 1% system-level wafer technology will usher in a major breakthrough
GLONGHUI April 26 | TSM.US (TSM.US) rose 1.3% to $138.36 in the premarket. According to the news, TSMC's system-level wafer technology will usher in a major breakthrough. The company said that the chip-stacked version using CoWOS technology is expected to be ready in 2027 to integrate SoIC, HBM and other components to create a powerful wafer-level system with computing power comparable to data center server racks or even entire servers.
Express News | Morgan Stanley hedge funds sold off TSMC and other Asian ADRs in April.
Changes in Hong Kong stocks | ASMPT (00522) is now up nearly 5% TSMC CoWOS Technology welcomes breakthroughs in the long-term growth of the company's advanced packaging and increased visibility
ASMPT (00522) is now up nearly 5%. As of press release, it has risen 4.56% to HK$99.8, with a turnover of HK$77.2982 million.
Express News | TSMC's system-level wafer technology will welcome major breakthroughs and is expected to be ready in 2027
Futu Morning Post | AI boosts performance significantly! Google soared more than 11% after the market, and Microsoft rose more than 4%
Google paid its first dividend, and Q1 revenue, advertising, and cloud revenue all accelerated; Microsoft's first-quarter earnings report overall exceeded expectations; Bank of America said Apple was still the first choice for investment in technology stocks in 2024.
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