美股重點新聞

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Mizuho updates their mobile DRAM market outlook saying chinese smartphone makers are reducing orders more aggressively, reflecting elevated inventory levels and weaker-than-expected demand recovery. DRAM manufacturers likely to redirect mobile inventory to channels and agencies, potentially delaying 2025 demand recovery. Mizuho now expects price declines for both LPDDR4/4X and LPDDR5/5X starting Q4 2024 and worsening in Q1. Mizuho notes mixed server DRAM dynamics: despite solid demand, cloud customers are resisting further Q4'24 price increases. Having built substantial inventory in Q3 and recognizing high PC/smartphone DRAM inventory levels, Mizuho notes cloud buyers are using market conditions as leverage in price negotiations with manufacturers.

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樓豬決定無限期停更，有緣再見

題外：大家sub緊啲乜？WSJ？ Reuter？Bloomberg？FT、Economist....？

如Sub 哂，必定睇唔哂，又貴到嘔泡

潛心研究，唔上咁多連登啦

佢老味，個個星期都升破頂

你教我點輸

挽留

樓主，得閒上黎一齊研究

有冇研究 LMND

多謝樓主

https://www.bbc.com/news/articles/c791ng0zvl3o.amp

樓主ONTO係咪壽終正寢

半露體全部都插

MRVL升完輪到AVGO

ONTO係沉睡中嘅巨龍

爽到不行

AVGO 27年eps buy side估到去11-12
成個市焦點由NVDA shift去ASIC

MRVL 齊齊high

美聯儲點陣圖顯示，2025年底聯邦基金利率預期中值為3.9%。（9月預期為3.4%）2026年底聯邦基金利率預期中值為3.4%。（9月預期為2.9%）長期聯邦基金利率預期中值分別為3.0%。（9月預期為2.9%）

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