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Up more than 50% since September, next week’s Micron earnings require a “strong HBM narrative” from the market.

Up more than 50% since September, next week’s Micron earnings require a “strong HBM narrative” from the market.

``` Before Micron's earnings release, Barclays is optimistic about a short-term rebound in NAND business and long-term growth in HBM business, raising its target price to $175. According to Trading Desk news, Barclays stated in its latest report that the temporary recovery in the NAND flash business and the

U.S. stock futures: Intel falls over 2% pre-market, European stocks generally rise, the dollar rebounds, and spot gold increases.

U.S. stock futures: Intel falls over 2% pre-market, European stocks generally rise, the dollar rebounds, and spot gold increases.

``` The Bank of Japan kept interest rates unchanged at its policy meeting, but unexpectedly announced the start of ETF sales, dragging down Asian stock markets and causing the record-breaking global equity rally to stall. On Friday, before the US market opened, Intel fell more than 2%. FedEx rose over 5%

JPMorgan remains bullish on Chinese bank stocks: "The high dividend story is far from over!"

JPMorgan remains bullish on Chinese bank stocks: "The high dividend story is far from over!"

After a one-month interval, J.P. Morgan has once again released a research report expressing a firm bullish stance on Chinese bank stocks, suggesting that the “high dividend narrative” is far from over. According to a report on August 19 by Jiemian, J.P. Morgan analyst Katherine Lei stated in

NVIDIA’s $5 Billion Investment: Is Intel Foundry’s Spinoff Approaching a Key Milestone?

NVIDIA’s $5 Billion Investment: Is Intel Foundry’s Spinoff Approaching a Key Milestone?

``` Nvidia announced yesterday that it will invest $5 billion in Intel for the development of AI infrastructure and PC products. Analysts see this move as a key signal that Intel’s foundry business has secured vital customer support. According to Zhuifeng Trading Desk, citing a UBS research report released on

Nvidia teams up with Intel, potentially reshaping the AI PC market landscape, putting great pressure on MediaTek.

Nvidia teams up with Intel, potentially reshaping the AI PC market landscape, putting great pressure on MediaTek.

``` According to the agreement disclosed by both parties on Thursday, chip giant NVIDIA announced a $5 billion investment in Intel and reached a partnership to jointly develop next-generation data center and client processors. According to Chasing Wind Trading Desk, JPMorgan analysts Gokul Hariharan, Jennifer Hsieh, and David Chou analyzed in

Bank of Japan Unexpectedly Starts ETF Selling: Bold Move, Limited Impact?

Bank of Japan Unexpectedly Starts ETF Selling: Bold Move, Limited Impact?

``` On Friday, the Bank of Japan kept interest rates unchanged at its policy meeting but unexpectedly announced the start of ETF sales, taking an important step in gradually unwinding measures left over from its large-scale stimulus policies. After the announcement, the Nikkei 225 Index's decline briefly widened to

Apple iPhone 17 Series First Sales in China: Pro Max Becomes a "Hot Seller," Scalpers in Beijing and Shanghai Mark Up Prices by Over a Thousand, Popularity Cools Down in Shenzhen

Apple iPhone 17 Series First Sales in China: Pro Max Becomes a "Hot Seller," Scalpers in Beijing and Shanghai Mark Up Prices by Over a Thousand, Popularity Cools Down in Shenzhen

``` The Apple iPhone 17 series officially went on sale in China on Friday, with the market response presenting a complex yet positive signal. In first-tier cities like Beijing, long queues and scalpers raising prices have reappeared, showing strong demand for high-end models; however, the enthusiasm in places like Shenzhen has