美股重點新聞

AVGO AI revs $3.1B ，buy side預期$2.8B，qoq+35%

OpenAI’s Annualized Revenue Doubles to $3.4 Billion Since Late 2023

https://www.theinformation.com/articles/openais-annualized-revenue-doubles-to-3-4-billion-since-late-2023?utm_source=substack&utm_medium=email

無用 都唔上市

TSM looks tremendously bullish at this moment

Any analysis on ADBE

DELL BAML: 1) AI servers…sees margins improving over time; 2) PC upside (unit growth/ASPs), and 3) Refreshed storage portfolio + high margin storage attach to a new IBM Mainframe in ‘25. They see margin contribution of 55c - 70c in ‘25 from AI servers.

呢個都係新聞咩

我鍾意po咩就po咩，輪唔到你管

你又覆得幾好 串得黎又帶啲百厭
比個你

CoWoS夯爆 台積漲價在即
一炮雙響 先進封裝明年約漲10％～20％，3奈米代工漲幅也在5％以上
https://www.ctee.com.tw/news/20240617700021-439901