美股重點新聞

TSM想加NVDA價

https://asia.nikkei.com/Business/Technology/TSMC-s-new-chairman-weighs-raising-production-fees-for-Nvidia?utm_source=substack&utm_medium=email

支持！

pltr穿廿蚊再諗

Micron has advantage in HBM4 orders for Nvidia's Rubin platform, said South Korean media
https://www.digitimes.com/news/a20240604PD202/micron-hbm4-nvidia-computex-2024-samsung-sk-hynix.html?chid=10&utm_source=substack&utm_medium=email

Nvidia confirms to enter ASIC market and will build 2nd AI Supercomputer in Taiwan
https://www.digitimes.com/news/a20240605PD207/nvidia-asic-market-taiwan-ai-supercomputer.html?utm_source=substack&utm_medium=email

TSM!TSM!

推

HPE份業績對DELL有冇正面影響?

預期過低所以er後大升，同DELL相反，冇咩特別，OEM頭2名player係SMCI & DELL

呢個時間係咪買tsm好過nvda

有無水資源財自密碼推介

India has effectively leveraged global supply chain shifts, especially in the electronics, automotive, pharmaceutical, and textile industries. Government support and improved business and labor environments have played key roles. This makes India an attractive choice for companies looking to diversify their supply chains and reduce their reliance on China. Additionally, India is in the early stages of a major infrastructure buildout expected to last a decade, significantly boosting economic prospects through high capital expenditures. The stock market has reflected India's stable growth, achieving a consistent 7% compound annual growth rate since 1992, with relatively lower risks compared to other major Asian economies.

In the technology sector, India is poised to be a major beneficiary of artificial intelligence. Meanwhile, the consumer market shows enormous potential. Thanks to the growth in per capita GDP and a young, brand-conscious consumer base, this situation is reminiscent of China's market environment a few years ago.

From a geopolitical perspective, India is strategically repositioning itself amidst complex international dynamics, striving to become a preferred trade partner and investment destination, balancing interactions with major global and regional players.

欣賞樓主嘅努力

Any analysis on Apple WWDC