On May 12, Wedbush analyst Dan Ives predicted that as technology companies' earnings reports exceed expectations, boosting confidence in the AI sector, the Nasdaq Composite Index will challenge the 30,000-point mark in the coming year. He emphasized that the current chip supply-demand gap is as high as tenfold, the AI revolution is still in its early stages, and he is optimistic that this bull market will continue for two years. Ives advised investors to diversify their investments across the entire AI industry chain, including major cloud giants, chips, software, cybersecurity, and power sectors, rather than focusing on a single segment. He specifically mentioned memory giant SK Hynix, stating that the industry is currently in a super cycle.
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Wedbush Predicts Nasdaq Will Challenge 30,000 Points in the Coming Year, Recommends Investment in AI Full Industry Chain
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Russian Foreign Minister Lavrov: Meeting with U.S. Secretary of State Rubio Scheduled for Tomorrow
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On July 22, AI server manufacturer Supermicro (SMCI.US) surged over 14% in pre-market trading to $29.17. On the news, the company released preliminary results for the fourth fiscal quarter ended June 30. The company's GAAP and non-GAAP gross margins are expected to be between 15% and 17%, nearly double the previously guided range of 8.2% to 8.4%. Management attributed this better-than-expected performance to favorable customer structure and product mix. Meanwhile, the company's total new orders for the quarter exceeded $60 billion, a record high. -
US Optical Communication Stocks Fall in Pre-market, Marvell Down Over 2%
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On July 22, US stock market AI chip stocks generally fell before the market open, with Intel down 3%, TSMC, AMD, and Qualcomm down over 2%, Broadcom down nearly 2%, and NXP and Nvidia down over 2%. -
Russia Develops 150nm Lithography Machine, Performance Comparable to Pentium 4 from 20 Years Ago
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Beijing State-owned Capital: Nearly 10 Billion Yuan Allocated to Stock Market from Own Funds
On July 22, Beijing State-owned Capital Operation and Management Co., Ltd. announced that, as of now, it has allocated nearly 10 billion yuan from its own funds to invest in the stock market. Going forward, the company will continue to support listed company stocks using its own funds and through its subsidiaries, including securities firms and public funds, while also backing the development of the Beijing Stock Exchange. Rooted in its functional role as a state-owned capital operator, the firm is committed to safeguarding the strategic value of core assets of listed companies and contributing to the stable and healthy growth of the capital market through concrete actions, as a state-owned enterprise based in Beijing. (Beijing State-owned Capital) -
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