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Morgan Stanley Major Report: GPU vs. XPU, Who Will Win?

Morgan Stanley Major Report: GPU vs. XPU, Who Will Win?

``` The competition for future AI infrastructure will no longer be limited to GPUs, but will gradually evolve into a trend of joint development of GPUs and various AI-specific processors (XPU). According to Chase Trading Desk, Morgan Stanley's latest semiconductor report points out that, as cloud computing providers continue

Geely joins the club of exporting 100,000 vehicles in a single month.

Geely joins the club of exporting 100,000 vehicles in a single month.

``` Author | Zhou Zhiyu Geely Auto has also crossed the monthly export milestone of 100,000 vehicles. On July 1st, Geely Auto released sales data showing overseas exports in June reached 102,874 vehicles, up 157% year-on-year and 21% month-on-month, breaking the 100,000 mark for the first time. In the

BYD is increasingly relying on overseas markets for rescue.

BYD is increasingly relying on overseas markets for rescue.

``` Author | Zhou Zhiyu The more competitive the domestic automobile market becomes, the more BYD needs overseas markets to support its growth. This is not to say BYD can't sell cars in China anymore. On the contrary, it is still one of the strongest large-scale players in the domestic

A-share intelligent vehicle diagnostics solution provider Autel Technology makes another push for Hong Kong stocks.

A-share intelligent vehicle diagnostics solution provider Autel Technology makes another push for Hong Kong stocks.

``` On June 30, Shenzhen Autel Intelligent Technology Co., Ltd. (“Autel Technology”), a STAR Market-listed company on the A-share market, submitted its prospectus to the Main Board of the Hong Kong Stock Exchange, proposing an IPO in Hong Kong. This marks its renewed application following a previous submission that lapsed on

White House economic adviser Hassett: Raising interest rates would be a mistake, and the U.S. economic growth rate is expected to reach about 4% in the second half of the year.

White House economic adviser Hassett: Raising interest rates would be a mistake, and the U.S. economic growth rate is expected to reach about 4% in the second half of the year.

``` On July 1, according to reports, White House National Economic Council Director Hassett stated that raising interest rates would be a mistake. He expects that the U.S. economic growth rate may reach about 4% in the second half of this year. Meanwhile, after several days of disruptions, shipping in

Nomura refutes the “semiconductor peak theory”: an “epic shortage” is coming, with price increases and earnings revisions still the biggest catalysts.

Nomura refutes the “semiconductor peak theory”: an “epic shortage” is coming, with price increases and earnings revisions still the biggest catalysts.

``` Although the AI semiconductor sector has recently seen a pullback, the industry investment cycle has not reached its peak. According to Chase Wind Trading Desk, Nomura's latest report points out that the capital expenditure of cloud service giants will continue until 2027. An unprecedented supply gap for components

Micron CEO again "implicitly criticized" Apple: once crazily drove prices down to one third, causing the industry to lack the ability to expand production

Micron CEO again "implicitly criticized" Apple: once crazily drove prices down to one third, causing the industry to lack the ability to expand production

``` As the AI boom reshapes the global semiconductor supply chain, the pricing power struggle between memory chip manufacturers and downstream terminal giants is becoming increasingly public. Micron Technology CEO Sanjay Mehrotra recently hinted at Apple in a media interview, stating that "some customers" had previously driven memory chip