美股重點新聞

https://x.com/pelositracker_/status/1808491044905926848?s=46&t=zE7TNOQk4_M-JwTjmVonfA

想問喺hk有冇機會買到新加坡股票？

price in 緊Trump勝選後對傳統能源產業友善

樓豬有冇財報過三關

沒有

呢排咁靜架

都話唔得閒

出哂cpi
OPEN / UPST少注有冇機會

咁繼續渣hims 同se

樓豬點睇MU

Nvidia has raised orders 25% for TSMC to manufacture its latest Al chips, Blackwell-architecture GPUS, on 4nm process, media report, citing unnamed supply chain sources, who also said production of the new chips will begin soon and could prompt TSMC to raise full year guidance. Strong demand for Al servers with the new Nvidia chips is being driven by Amazon, Google, Meta, Microsoft, server maker Dell, more.

Shipments of GB200 NVL72 and GB200 NVL36 servers are expected to rise 50% to 60,000 units, up from prior estimates of 40,000, of which GB200 NVL36 servers will account for 50,000 units. GB200 NVL36 servers are expected to cost US$1.8 million on average, with GB200 NVL72 servers at $3 million on average, the report says.

technically dell is downward in short term

跟佢冇死

聽樓主介紹入咗OPEN
如果8月財報beaten earnings expectations + 真係減息 有無機會上$5

6月尾賣tsla wor 錯過成個升幅

股災

GOOG buy side預期：

Q2 Total Rev Growth: 13.6-13.8%
Q2 Search Growth: 12.5%+
Q2 YT Growth: 17.2%
Q2 Cloud Rev growth: 27.5%