Recent #investment news in the semiconductor industry
12/28/2024, 12:00 PM UTC
2025年分析师展望：布拉德·托马斯谈REITs行业机遇和市场状况2025 Analyst Outlook: Brad Thomas On REIT Sector Opportunities And Market Conditions
1. 2024年REITs面临挑战，但2025年在净租赁、购物中心、医疗保健和数据中心等领域的增长前景良好。2. 利率下降和特朗普总统提出的政策可能刺激需求，使资产负债表强劲且估值吸引人的REITs有望获得显著回报。3. 重点关注净租赁、购物中心、医疗保健和数据中心等板块，同时在蜂窝塔、工业、阳光地带办公室和公寓方面保持同等权重。1. REITs faced challenges in 2024 but are well-positioned for growth in 2025, especially in sectors like net lease, shopping centers, healthcare, and data centers. 2. Falling interest rates and proposed policies by President Trump could stimulate demand, benefiting REITs with strong balance sheets and attractive valuations. 3. Key sectors to overweight include net lease, shopping centers, healthcare, and data centers, with equal weight in cell towers, industrial, sunbelt office, and apartments.
12/28/2024, 09:55 AM UTC
SoundHound AI：不确定性尚未调整SoundHound AI: Uncertainty Has Not Yet Been Tuned
1. SoundHound AI 2024年第三季度业绩超出预期，股价上涨208%；2. 尽管市场潜力巨大，但盈利仍存在不确定性；3. 公司面临来自大型科技公司的竞争和实现预期利润率的风险，有57%的可能性超过当前股价。1. SoundHound AI's Q3 2024 results exceeded expectations, leading to a 208% stock price surge; 2. Despite promising market potential, profitability remains uncertain; 3. The company faces risks from Big Tech competition and achieving projected margins, with a 57% chance of exceeding the current stock price.
12/28/2024, 06:03 AM UTC
比特币Q1看涨趋势预示IBIT前景光明，提前升级至买入评级Bitcoin's Bullish Q1 Trends Bode Well For IBIT, Upgrading To Buy Ahead Of 2025
1、作者对iShares比特币信托ETF给予买入评级，原因是2025年看涨的价格目标、积极的季节性因素和技術趨勢。2、尽管比特币历史波动性和下行风险，但其133%的年内至今表现和进一步上涨的潜力使其成为一个有吸引力的投资。3、即将到来的特朗普政府可能设立的国家级比特币储备和有利的监管环境可能在2025年成为重要的看涨催化剂。1. The author has a buy rating on the iShares Bitcoin Trust ETF due to bullish 2025 price targets, positive seasonals, and technical trends. 2. Bitcoin's 133% YTD performance and potential for further gains make it a compelling investment despite its historical volatility and downside risks. 3. The incoming Trump administration's potential National Bitcoin Reserve and favorable regulatory backdrop could serve as significant bullish catalysts in 2025.
12/27/2024, 07:48 PM UTC
NVIDIA：对博通风险的现实审视Nvidia: A Reality Check On The Broadcom Risk
1、NVIDIA的“AI之王”地位受到威胁，因为主要客户转向博通定制芯片和系统；2、由于投资者对NVDA未来AI解决方案需求的担忧，NVDA股价下跌；3、怀疑论者可能忽视了NVIDIA的关键优势和保持牛市案例的明智策略。1. Nvidia's 'king of AI' status is threatened as top customers turn to Broadcom for custom chips and systems; 2. NVDA stock has dipped due to investor concerns over future demand for its AI solutions; 3. Skeptics may be overlooking Nvidia's key strengths and strategies that keep the bull case alive.
12/27/2024, 06:42 AM UTC
X-FAB硅晶圆厂：增长强劲且显 著低估X-Fab Silicon Foundries: Growing And Significantly Undervalued
1. X-FAB硅晶圆厂是一家在增长行业中拥有悠久盈利历史的老牌公司。2. 即使不考虑未来增长前景，其估值也非常优秀。3. 预计未来几年收入将增长，得益于2023-2025H1的资本支出计划。4. 2026年的EV/FCF比率低于5，2030年为2.4。5. 正向的自由现金流可能会触发回购。1. X-Fab Silicon Foundries is a well-established company in a growing industry with a long history of profitable activity. 2. It has an excellent valuation, even without considering future growth prospects. 3. Revenues are expected to increase in the coming years, supported by the CAPEX program of 2023-2025H1. 4. EV / 2026 FCF is below 5 and for 2030, is 2.4. 5. Positive free cash flow may trigger buybacks.
12/26/2024, 06:01 AM UTC
Palantir：2020年代中期，我们顶级科技股选择的一半Palantir: Halfway Through Our Top Tech Pick For The 2020s
1. 尽管Palantir的财务表现强劲，增长令人印象深刻，但其高估值掩盖了这些优点，因此谨慎地获利或暂缓增持是明智之举。2. 尽管收入年增长率达到30%且利润率较高，但Palantir的市盈率超过300倍，以及来自AWS和谷歌等巨头的竞争，都带来了重大风险。3. Palantir的估值要求其在未来几年内保持持续的高增长，考虑到规模效应和竞争加剧，这具有挑战性。1. Palantir's strong financial performance and impressive growth are overshadowed by its high valuation, making it prudent to take profits or hold off on adding more. 2. Despite 30% YoY revenue growth and high margins, Palantir's P/E ratio over 300x and competition from giants like AWS and Google pose significant risks. 3. Palantir's valuation demands sustained high-growth rates for years, which is challenging given the law of large numbers and increasing competition.
12/26/2024, 05:41 AM UTC
博通：不支付1万亿美元的价格标签Broadcom: Not Paying The $1 Trillion Price Tag
1、博通的AI和软件市场增长强劲，但由于依赖少数超大规模客户，存在显著的集中风险。2、公司由AI驱动的收入增长强劲，但可能面临利润压力和可扩展性挑战。3、博通的估值似乎过高，前向 市盈率为28.3倍，暗示上涨空间有限，可能存在25-30%的泡沫。1. Broadcom's AI and software market growth is strong but faces concentration risk due to reliance on a few hyperscale customers. 2. The company's AI-driven revenue growth is strong but may face margin pressures and scalability challenges. 3. Broadcom's valuation appears stretched, with a forward earnings multiple of 28.3x, suggesting limited upside and potential overvaluation.
12/25/2024, 04:30 PM UTC
微软：一家被低估的AI巨头Microsoft: A Deeply Undervalued AI Behemoth
1. 微软凭借其战略优势，在AI革命中占据独特地位。2. 董事长萨蒂亚·纳德拉的领导力推动了显著增长，使微软拥有平衡的业务组合和强大的客户锁定能力。3. 尽管面临竞争和监管风险，但微软的内在价值预示着21%的上涨空间，使其成为一项诱人的投资机会。1. Microsoft is uniquely positioned to capitalize on the AI revolution due to its strategic strengths. 2. CEO Satya Nadella's leadership has led to remarkable growth, making Microsoft resilient with a balanced business mix and strong customer lock-in. 3. Despite competition and regulatory risks, Microsoft's intrinsic value suggests a 21% upside, making it a compelling investment opportunity.
12/25/2024, 09:17 AM UTC
AMD：估值不合理AMD: The Valuation Makes No Sense
1. 近期AMD股价跌至120美元以下，尽管投资者情绪负面，但风险回报率仍具吸引力；2. AMD数据中心业务凭借MI300X芯片展现出良好的增长潜力，使其在AI GPU市场中能够与英伟达竞争；3. AMD的市盈率为24.4倍，相较于英伟达有22%的折价，使其在潜在复苏前成为有吸引力的买入对象。1. AMD's shares have dipped below $120 recently, presenting an attractive risk profile despite the creation of negative investor sentiment; 2. AMD's Data Center segment shows promising growth potential with the MI300X chip, positioning it to compete with Nvidia's dominance in the AI GPU market; 3. AMD's valuation at a P/E ratio of 24.4X offers a 22% discount compared to Nvidia, making it an attractive buy before a potential recovery.
12/25/2024, 06:15 AM UTC
谷歌仍然是最佳超大型股之一值得购买Google Is Still One Of The Best Mega-Cap Stocks To Buy
1. 由于强劲的财务表现、广告和云业务增长以及夸大的法律风险，Alphabet Inc. 仍维持‘买入’评级。2. 2024财年第三季度结果显示，每股收益同比增长37%，得益于强劲的广告、谷歌云和订阅服务。3. 由于司法部反垄断案件的法律风险可能被夸大，潜在的反击提议可能减轻对收入和营业收入的负面影响。1. Alphabet Inc. is maintained as a 'Buy' due to strong financial performance, growth in advertising and cloud units, and exaggerated legal risks. 2. Q3 FY2024 results show 37% YoY EPS growth, driven by robust advertising, Google Cloud, and subscription services. 3. Google's legal risks from the DOJ antitrust case are likely overstated, with potential counterproposals mitigating negative impacts on revenue and operating income.
12/24/2024, 05:00 AM UTC
Salesforce：逢低买入Salesforce: Buy The Dip
1、Salesforce的显著增长和AI的采用支持了‘买入’评级；2、尽管销售增长放缓，Salesforce的毛利率正在改善；3、Salesforce的估值具有吸引力，预计2025年将实现大幅利润增长。1. Salesforce's significant growth and AI adoption justify a 'Buy' rating; 2. Despite slowing sales growth, Salesforce's gross margins are improving; 3. Salesforce's valuation is attractive with substantial profit growth expected in 2025.
12/23/2024, 10:00 AM UTC
现在投资小盘股的五大理由Five Reasons Why You Should Invest In Small Caps Right Now
1. 由于美联储降低利率和特朗普政府预期的积极财政政策，小盘股目前正处于上涨趋势；2. 与估值过高的大盘股相比，小盘股具有较低的风险集中度和更好的估值；3. 本文概述了投资小盘股而非大盘股的前五项理由；4. 投资小盘股可以补充多元化的投资组合；5. 利用Seeking Alpha的量化评级可以帮助识别具有强大增长潜力的表现优异的股票。1. Small caps are currently on a rally due to the Federal Reserve's rollback of interest rates and anticipation of aggressive fiscal policies under Trump; 2. They offer less concentration risk and better valuations compared to overvalued large caps; 3. This article outlines the top five reasons for investing in small caps versus large-cap stocks; 4. Investing in small caps can complement a diversified portfolio; 5. Utilizing Seeking Alpha's Quant Ratings can help identify high-performing stocks with strong growth potential.
12/22/2024, 06:57 AM UTC
Adobe：价格合理的SaaS领导者Adobe: SaaS Leader At A Great Price
1、Adobe的强劲财务和高效运营使其在最近的股票抛售中仍能保持持续增长；2、2024财年第四季度业绩超出预期，但由于降低的预期和关于人工智能投资回报的担 忧，股价下跌；3、Adobe的估值具有吸引力，交易价格低于历史平均水平，如果达到增长目标，潜在回报率可能达到两位数。1. Adobe's strong financials and efficient operations position it for continued growth despite recent share sell-offs; 2. Fiscal year 2024 Q4 results exceeded expectations, but shares declined due to lowered guidance and concerns about AI investments paying off; 3. Adobe's valuation is attractive, trading below historical averages, and potential returns could be double digits if growth targets are met.
12/20/2024, 01:00 PM UTC
等待已久的抛售：将美光科技股票评级上调至强烈买入Micron Stock: The Sell-Off We've Been Waiting For - Upgrading To Strong Buy
1. 在1QFY25财报发布后，美光科技股价下跌16%，我们将其评级上调至强烈买入；2. 我们认为，终端需求反弹放缓和行业供应过剩已反映在股价和展望中，重置了预期；3. 预计美光将从HBM市场份额的增长以及PC总体市场规模在2025年下半年扩张中受益。1. Micron Technology's stock is upgraded to a strong buy after a 16% drop following 1QFY25 earnings report; 2. We believe the slower end demand rebound and industry oversupply are now reflected in the stock and outlook, resetting expectations; 3. Micron is expected to benefit from share gain in the HBM market and PC TAM expansion towards 2H25.
12/19/2024, 06:06 AM UTC
Fleet Space 为其成像矿物系统筹集 9500 万澳元Fleet Space raises $95m for imaging mineral systems
➀ 澳大利亚太空初创公司 Fleet Space 已为其基于太空的采矿洞察力筹集了 1.5 亿澳元。 ➁ 这些资金将用于扩展其端到端探索平台 ExoSphere，该平台利用 3D 地下成像和人工智能分析。 ➂ 公司旨在加速关键矿产的发现，这些矿产对于清洁能源至关重要，同时减少环境影响。➀ Fleet Space, an Australian space startup, has raised AUS$150 million for its space-based mining insights. ➁ The funds will be used to expand ExoSphere, their end-to-end exploration platform, which utilizes 3D subsurface imaging and AI analysis. ➂ The company aims to accelerate the discovery of critical minerals needed for clean energy, with a focus on reducing environmental impact.
12/18/2024, 12:35 PM UTC
收益9%并持续增长的退休收入：西部中游Retirement Income With 9% Yield And Growth: Western Midstream
1. 西部中游合作伙伴LP普通单位（WES）提供类似收费桥梁的投资，直接向投资者提供现金流。2. 高水平的自由现金流允许为单元持有者提供充足的回报。3. 收益率稳定，在好景和坏景时都能提供收入。1. Western Midstream Partners, LP Common Units (WES) offers a toll bridge-style investment with direct cash flow to investors. 2. High levels of free cash flow allow for ample rewards to unit holders. 3. The yield is consistent, providing income in both good and bad times.
12/18/2024, 07:27 AM UTC
2025年对长期价值投资者来说，AMD股票是无需思考的买入选择Advanced Micro Devices: A No-Brainer Buy For Long-Term Value Investors In 2025
1. 尽管近期华尔街下调评级和技术指标疲软，但AMD股票对于2025年的长期价值投资者来说仍是一个有吸引力的买入选择。2. 预计AMD的数据中心收入将推动显著增长，类似于1.5年前英伟达的增长轨迹。3. 近期华尔街的下调似乎是对股价下跌的反应，而不是基本面，鉴于人工智能需求的快速增长，市场份额的担忧不太关键。1. AMD stock is a compelling buy for long-term value investors in 2025 despite recent Wall Street downgrades and weak technical indicators. 2. AMD's data center revenue is expected to drive significant growth, similar to Nvidia's trajectory from 1.5 years ago. 3. The recent Wall Street downgrade appears to be a reaction to share price decline rather than fundamentals, and market share concern is less critical given the rapid growing AI demand.
12/17/2024, 06:56 AM UTC
AT&T是我2025年的首选股票AT&T Is My Favorite Stock For 2025
1、尽管面临诸多挑战，AT&T在2024年仍跑赢了标普500指数。2、公司的稳定收益、改善的自由现金流和债务减少支持未来股息的增长。3、DirecTV的出售简化了AT&T的业务，提高了效率和盈利能力。4、投资者可以通过卖出看跌期权或覆盖看涨期权来增加收入，但应意识到相关的风险。1. AT&T has outperformed the S&P 500 in 2024, despite facing headwinds. 2. The company's stable earnings, improved free cash flow, and debt reduction support future dividend growth. 3. The sale of DirecTV simplifies AT&T's business, enhancing efficiency and profitability. 4. Investors can boost income through selling put or covered call options, but should be aware of associated risks.
12/17/2024, 06:29 AM UTC
软银孙正义访问特朗普总统并承诺投资1000亿美元于美国Massyoshi Son visits President Trump and pledges $100bn investment in US
➀ 软银CEO孙正义在马拉拉戈承诺投资1000亿美元于美国，特朗普总统称赞这是对美国未来的‘巨大信心展示’。➁ 孙正义表示希望特朗普能带来世界和平，并相信其投资将创造10万个工作岗位。➂ 这是孙正义在美国的第二次重大投资承诺，继2020年特朗普首次选举胜利后的500亿美元投资之后。➀ Masayoshi Son, CEO of Arm's owner SoftBank, pledged a $100 billion investment in the US at Mar-a-Lago. President-elect Donald Trump hailed it as a 'monumental demonstration of confidence in America’s future'. ➁ Son expressed his hope that Trump would bring peace to the world and that his investment would create 100,000 jobs. ➂ This is Son's second major investment pledge in the US, following a $50 billion commitment after Trump's first election victory in 2020.
12/17/2024, 06:20 AM UTC
中国芯片投资今年不佳Bad year for China chip investment
➀ 2024年前11个月，中国芯片投资新交易数量同比下降35.9%，总资金下降32.4%；➁ 长鑫存储和紫光展锐分别成为最大和第二大投资者，金额分别为14.8亿美元和8.24亿美元；➂ JW Insights指出，由于国内供应链限制，中国在高端计算芯片和高端存储产品的需求激增受到阻碍，而美国在AI基础设施方面进行了大量投资，导致第三季度美国半导体市场超过中国。➀ China experienced a decline in chip investment, with new investment deals dropping by 35.9% year-on-year in the first 11 months of 2024; ➁ The total funding decreased by 32.4%; ➂ ChangXin Memory and Unisoc were the largest and second-largest investors, respectively. JW Insights notes that the US semiconductor market surpassed China's in Q3, driven by massive AI infrastructure investments in the US.
12/17/2024, 06:02 AM UTC
英国半导体产业振兴五点计划Five point plan to boost UK semis
➀ TechWorks提出了一个五点计划，旨在提升英国半导体产业；➁ 计划包括培育全球竞争力芯片公司、扩大生产规模、投资人才培养、建立国家半导体研究院以及增强国内需求；➂ 面临着全球竞争和资金缺口等挑战，但该计划旨在将英国定位为全球科技领域的领导者。➀ TechWorks outlines a five-point plan to enhance the UK's semiconductor industry; ➁ The plan includes growing globally competitive chip companies, scaling up manufacturing, investing in talent development, creating a national semiconductor institute, and enhancing domestic demand; ➂ Challenges include global competition and financial gaps, but the plan aims to position the UK as a leader in the global technology landscape.
12/17/2024, 05:55 AM UTC
Realogy Income：逢低买入Realty Income: Buy The Dip
1. 尽管近期表现不佳，Realogy Income因其多元化的投资组合、强劲的运营表现和稳定的现金流而仍然具有吸引力。2. 2024财年第三季度显示出令人印象深刻的收入增长、高入住率和战略投资。3. 估值显示出显著的上涨潜力，每股公允价值估计为66.53美元至87.57美元。1. Realty Income remains attractive due to its diverse portfolio, strong operational performance, and stable cash flows despite recent underperformance. 2. Q3 FY2024 showed impressive revenue growth, high occupancy rates, and strategic investments. 3. The valuation suggests significant upside potential, with a fair value estimate of $66.53 to $87.57 per share.
12/16/2024, 12:00 PM UTC
圣诞愿望：几只优秀的REITsAll I Want For Christmas Are A Few Great REITs
1、作者提出了他推荐的五只圣诞节期间低估的REITs；2、VICI Properties、Realty Income、Alexandria Real Estate、American Tower和Rexford Industrial因其强大的增长潜力和有吸引力的估值而被突出显示；3、每个REIT到2025年底都提供了显著的上涨潜力，拥有良好的股息覆盖率和稳健的资产负债表。1. The author presents his top 5 undervalued REITs for Christmas; 2. VICI Properties, Realty Income, Alexandria Real Estate, American Tower, and Rexford Industrial are highlighted for their strong growth potential and attractive valuations; 3. Each REIT offers significant upside potential by the end of 2025, with well-covered dividends and solid balance sheets.
12/16/2024, 06:43 AM UTC
耐克：在财报中保持信心Nike: Confidently Holding Through Earnings
1. 耐克股价略有上涨，在夏季初获得买入评级后，市场表现优于9.4%。2. 公司本周将公布财报，预期共识预期相对较低。3. 美式足球在全球的日益流行以及延长与NFL的合同可能为耐克增加一个不确定因素。NKE仍需证明其维持和捍卫市场领导地位重要利润的能力。4. 由于支付比率适中，耐克将自己定位为长期股息马拉松的收益投资。1. Nike has slightly increased in value, outperforming the market by 9.4% after receiving a Buy rating in early summer. 2. The company is expected to report earnings this week with relatively low consensus expectations. 3. The growing global popularity of American Football and an extended NFL contract could add a wildcard element for Nike. NKE still needs to prove its ability to maintain and defend its significant market leadership margin. 4. With moderate payout ratios, Nike positions itself as an income investment for a long-term dividend marathon.
12/16/2024, 05:24 AM UTC
ImmunityBio：在最近1亿美元融资后制定新计划ImmunityBio: Forging A New Plan After Recent $100 Million Offering
1. ImmunityBio的1亿美元公开融资支持ANKTIVA的商业化和管线项目；2. 尽管存在稀释和较低的发行价格，ANKTIVA的表现和未来的里程碑可能推动显著增长；3. 财务风险持续存在，但爆炸性收入增长的潜力支持看涨前景。1. ImmunityBio's $100M public offering supports ANKTIVA's commercialization and pipeline programs; 2. Despite dilution and lower offering price, ANKTIVA's performance and future milestones could drive substantial growth; 3. Financial risks persist, but potential for explosive revenue growth supports a bullish outlook.
12/14/2024, 12:00 PM UTC
我可能永远持有的3只REITs3 REITs I'll Possibly Own Forever
1. REITs经历了高通胀、利率上升和全球大流行等挑战，但条件正在改善，为该行业提供顺风。2. Realty Income凭借强大的投资组合和5.7%的股息收益率，仍然被低估。3. Agree Realty近期表现强劲，拥有高质量的租户基础和4.1%的股息收益率。4. Prologis在电子商务和数据中心领域提供令人兴奋的增长潜力，股息收益率为3.4%。1. REITs have faced challenges like high inflation, rising interest rates, and the global pandemic, but conditions are improving, providing a tailwind for the sector. 2. Realty Income remains undervalued with a strong portfolio and a 5.7% dividend yield. 3. Agree Realty has outperformed recently with a high-quality tenant base and a 4.1% dividend yield. 4. Prologis offers exciting growth potential in e-commerce and data centers with a 3.4% dividend yield.
12/13/2024, 06:52 AM UTC
Palantir：估值拉高但仍有诸多看涨理由Palantir: Stretched Valuation But Many Reasons To Be Bullish
1、Palantir Technologies Inc. 的股票年内涨幅惊人，达到 330%，得益于强劲的 AI 和 SaaS 增长；2、自 2024 年 9 月 23 日以来，该股票上涨了 90%，凸显了其快速升值和投资者信心；3、Palantir 的最大客户是美国政府，巩固了其在领先 AI 平台和国防承包商中的地位。1. Palantir Technologies Inc. has seen a remarkable 330% YTD stock increase, driven by strong AI and SaaS growth; 2. The stock surged 90% since September 23, 2024, highlighting its rapid appreciation and investor confidence; 3. Palantir's biggest client is the U.S. Government, solidifying its position as a leading AI platform and defense contractor.
12/13/2024, 06:12 AM UTC
O-RAN市场：增长放缓，2024年展望下调Bad year for O-RAN
➀ 根据Dell'Oro Group的报告，O-RAN投资在2023年下降了5亿美元，并在2024年前三季度下降了30%。 ➁ 2024年第一季度至第三季度期间，全球收入排名前三的开放RAN供应商是三星、NEC和富士通，而虚拟RAN（vRAN）排名前三的供应商是三星、富士通和爱立信。 ➂ 对Open RAN的短期预测已被下调，预计其在2024年RAN市场中将占个位数份额，并在2025年总收益中占8%至10%的比例。➀ Dell'Oro Group reports that O-RAN investments have fallen by $500 million in 2023 and a further 30% y-o-y in the first three quarters of 2024. ➁ The top 3 Open RAN suppliers for 1Q24-3Q24 are Samsung, NEC, and Fujitsu, while the top 3 vRAN suppliers are Samsung, Fujitsu, and Ericsson. ➂ Short-term projections for Open RAN have been revised downward, with a mid-single-digit share of the 2024 RAN market and 8 to 10% of the combined 2025 revenues.
12/12/2024, 11:42 AM UTC
安徽首富曹仁贤投资院士加持的半导体公司阿基米德安徽首富曹仁贤投资院士加持的半导体公司阿基米德
<p>➀ 安徽首富曹仁贤最近投资了合肥阿基米德半导体有限公司，这是一家获得两位院士支持的功率半导体芯片公司。</p><p>➁ 阿基米德在创立之初就获得了合肥的大力支持，并在2021年完成了高达3亿元的天使轮融资。</p><p>➂ 阳光电源及其关联投资机构对阿基米德进行了投资，其中阳光电源的关联投资机构仁发投资成为公司第三大股东。</p><p>➀ Anhui's richest man, Cao Renxian, recently invested in Akiydemi Semiconductor, a power semiconductor chip company in Hefei, supported by two academicians.</p><p>➁ Akiydemi has received strong support from Hefei and completed a 300 million yuan angel round in 2021.</p><p>➂ SunPower, a leading solar inverter company, has invested in Akiydemi, with SunPower's affiliated investment fund, Renfa Investment, becoming the third largest shareholder.</p>
12/12/2024, 05:36 AM UTC
英伟达、AMD、英特尔联手，投出一家AI芯片独角兽NVIDIA, AMD, and Intel Team Up to Invest in an AI Chip Unicorn
<p>➀ 英伟达、AMD和英特尔共同投资了Ayar Labs，一家专注于大规模AI工作负载的光互连解决方案初创公司。</p><p>➁ Ayar Labs已经从包括NVIDIA、AMD、Intel和GlobalFoundries在内的投资者那里筹集了1.55亿美元的资金，估值超过10亿美元。</p><p>➂ 该公司的光互连技术旨在通过克服传统铜互连的瓶颈来重新定义AI基础设施。</p><p>➀ NVIDIA, AMD, and Intel have jointly invested in Ayar Labs, a startup that specializes in optical I/O solutions for large-scale AI workloads.</p><p>➁ Ayar Labs has raised $155 million in funding from investors including NVIDIA, AMD, Intel, and GlobalFoundries, valuing the company at over $1 billion.</p><p>➂ The company's optical I/O technology aims to redefine AI infrastructure by overcoming the bottlenecks of traditional copper interconnects.</p>
12/12/2024, 05:09 AM UTC
谷歌Waymo在特斯拉之前继续加速发展Google's Waymo Continues To Surge Ahead Of Tesla
1. Waymo正在快速扩展其服务，并展示了其在自动驾驶行业中创造赢家通吃的平台的能力；2. Waymo最近在迈阿密的扩张导致Uber和Lyft股价下跌10%，凸显了其对竞争对手的影响；3. 特斯拉计划在2025年推出自动驾驶服务的雄心可能面临重大挑战，因为公司在需要人 工干预方面远远落后于Waymo。1. Waymo is rapidly expanding its services and demonstrating its ability to create a winner-takes-all platform in the autonomous industry; 2. Waymo's recent expansion to Miami caused Uber and Lyft stocks to drop by 10%, highlighting its impact on competitors; 3. Tesla's ambitious plan to launch autonomous service in 2025 is likely to face significant challenges as it is far behind Waymo in terms of human interventions needed.
12/11/2024, 12:00 PM UTC
3家具有宽阔护城河的REITs（其中一家为强烈买入）3 'Wide Moat' REITs (1 Is A Strong Buy)
1、寻找具有强大经济护城河的企业对于长期投资成功至关重要；2、普洛斯、数字房地产和收入地产是三家具有可预测盈利流和强大分红历史的“宽阔护城河”REITs；3、普洛斯和数字房地产因其稳健的投资组合和增长潜力而被推荐，尽管数字房地产目前估值过高；4、收入地产以其强劲的股息收益率和潜在的显著回报而提供最佳价值，使其成为强烈买入的对象。1. Identifying businesses with strong economic moats is crucial for long-term investment success; 2. Prologis, Digital Realty, and Realty Income are three 'wide moat' REITs with predictable profit streams and strong dividend histories; 3. Prologis and Digital Realty are recommended for their robust portfolios and growth potential, though Digital Realty is currently overvalued; 4. Realty Income offers the best value with a strong dividend yield and potential for significant returns, making it a Strong Buy.
12/11/2024, 07:07 AM UTC
SCHD：一份圣诞礼物SCHD: A Christmas Gift
1. 施瓦布美国股息权益ETF提供稳定的股息、高分散度和长期增长，是被动收入投资者的理想选择。2. 随着通胀的回落和美国经济的强劲，像SCHD这样的股票型ETF在2025年是一个有吸引力的投资机会。3. 该ETF在各个行业的分散投资和强大的股息记录，即使在宏观经济波动的情况下，也能提供稳定性和增长潜力。4. 最近的价格下跌至20日移动平均线，为被动收入投资者提供了一个买入机会。1. The Schwab U.S. Dividend Equity ETF offers consistent dividends, high diversification, and long-term growth, making it ideal for passive income investors. 2. With receding inflation and a robust U.S. economy, equity-oriented ETFs like SCHD are compelling investment opportunities for 2025. 3. The ETF's diversification across industries and strong dividend record provide stability and growth potential, even amid macroeconomic fluctuations. 4. The recent price drop to the 20-day moving average presents a buying opportunity for passive income investors.
12/11/2024, 06:00 AM UTC
尘埃落定后的Masimo：业绩璀璨Masimo: A Stellar Performance After The Dust Has Settled
1、Masimo的代理权争夺战和Sound United的收购最初分散了核心业务的注意力；2、强劲的第二季度和业绩展望的改善导致自7月份以来股价上涨50%；3、当前估值表明是获利了结的好时机，同时维持头寸以期待长期增长潜力。1. Masimo's proxy fight and Sound United acquisition initially distracted from core business; 2. Strong Q2 results and improved earnings guidance led to a 50% surge in shares since July; 3. Current valuations suggest a good time for profit taking, while maintaining a position for long-term growth potential.
12/10/2024, 06:20 AM UTC
SEMI：半导体制造设备销售额达到1130亿美元，创历史新高Equipment sales hit record $113bn, says SEMI
➀ SEMI预测2024年半导体制造设备销售额将同比增长6.5%，达到1130亿美元，预计2025年为1210亿美元，2026年为1390亿美元。➁晶圆厂设备（WFE）部门预计将增长5.4%，达到1010亿美元，受DRAM、HBM和中国推动。➂后端设备销售预计将激增，测试设备销售在2025年增长14.7%，在2026年增长18.6%。➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 6.5% year-on-year to $113 billion in 2024, with projections of $121 billion for 2025 and $139 billion for 2026. ➁ The wafer fab equipment (WFE) segment is expected to grow 5.4% to $101 billion in 2024, driven by DRAM, HBM, and China. ➂ Back-end equipment sales are projected to surge, with test equipment sales increasing 14.7% in 2025 and 18.6% in 2026.
12/09/2024, 09:21 AM UTC
量子计算股价上涨10倍后成为投机性投资Quantum Computing Became A Speculative Investment After Rising 10x
1. 量子计算市场正在经历显著增长，推动像量子计算公司（QUBT）这样的股票上涨；2. QUBT有机会成为AWS结构化服务的新市场早期采用者；3. 由于现金限制和TFLN晶圆厂的资本支出，QUBT可能在接下来两个季度内需要筹集额外的资金；4. 由于基础收入低，预计QUBT至少在接下来的2-3年内将无利可图；5. 该公司的技术具有长期潜力，但短期内风险大于回报，因此被视为投机性投资。1. The quantum computing market is experiencing significant growth, boosting stocks like Quantum Computing Inc. (QUBT); 2. QUBT has the opportunity to be an early adopter in the new market with AWS's structured services; 3. The company may need to raise additional funds in the next 2 quarters due to cash constraints and CAPEX at the TFLN foundry; 4. QUBT is expected to be unprofitable for at least 2-3 years due to low base revenue; 5. The company's technology holds long-term potential but poses short-term risks, making it a speculative investment.
12/08/2024, 02:15 PM UTC
布鲁克菲尔德可再生能源合作伙伴：我最高信念的投资之一Brookfield Renewable Partners: One Of My Highest Conviction Investments
1、作者自2024年5月以来一直看涨布鲁克菲尔德可再生能源合作伙伴L.P.有限合伙单位（BEP）；2、尽管近期股价表现不佳，但作者认为BEP将从数据中心建设带来的电力需求增长中受益；3、作者预计将从BEP中获得稳定的6%收益，预计未来将从估值回升和分配增长中获益。1. The author has been bullish on Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) since May 2024; 2. Despite recent struggles, the author believes BEP is poised to benefit from the increasing demand for power as data centers are built up; 3. The author expects to lock in a durable 6% yield from BEP, anticipating valuation recovery and growing distributions in the future.
12/08/2024, 06:04 AM UTC
ASML：因其巨大的垄断地位而成为最具买入潜力的股票之一ASML: One Of The Strongest Buys Due To Its Huge Monopoly
1. ASML是全球最重要的公司之一，目前的市盈率与2022年低点相当。2. ASML在半导体行业拥有巨大的垄断地位，这得益于其技术优势、供应链控制和数据。3. 需要考虑的风险包括中国/台湾问题和技术颠覆，但认为收益将远大于风险。1. ASML is a crucial company in the world, trading at a P/E multiple in line with their 2022 lows. 2. ASML has a significant monopoly in the semiconductor industry due to technical advantage, supply chain ownership, and data. 3. There are risks to consider, such as China/Taiwan and technological disruption, but the rewards are believed to outweigh these risks.
12/08/2024, 03:44 AM UTC
东南亚半导体：崛起还是炒作？Southeast Asia Semiconductors: Emerging or Just a Buzz?
<p>➀ 中美紧张局势推动了东南亚的科技神经中枢，马来西亚和越南吸引了超过1000亿美元的外国直接投资。</p><p>➁ 该增长由跨国公司、政府和初创企业推动，他们正在开发人工智能和建立芯片制造中心。</p><p>➂ 马来西亚正在扩大芯片制造产能，吸引外国投资，旨在成为高收入国家。</p><p>➃ 越南北宁省 正在成为高科技工业中心，新增就业岗位超过37,000个。</p><p>➄ 中国科技公司正在越南设立运营，以规避贸易限制和获取先进芯片。</p><p>➅ 新加坡的裕廊区正在成为人工智能和数据中心的中心，Nvidia和Microsoft等公司进行了重大投资。</p><p>➀ The US-China tension is fostering a tech hub in Southeast Asia with over $100 billion in foreign direct investment in Malaysia and Vietnam.</p><p>➁ The rise is driven by multinational corporations, governments, and startups developing AI and establishing chip manufacturing centers.</p><p>➂ Malaysia is expanding its chip manufacturing capacity and attracting foreign investment, aiming to become a high-income country.</p><p>➃ Vietnam's Bac Ninh province is becoming a high-tech industrial center with over 37,000 new jobs created.</p><p>➄ China's tech firms are setting up operations in Vietnam to avoid trade restrictions and access advanced chips.</p><p>➅ Singapore's Jurong district is becoming a hub for AI and data centers, with significant investments from Nvidia and Microsoft.</p>
12/05/2024, 10:01 AM UTC
超200亿！新增5个SiC相关项目进展Over 200B Investment in 5 New SiC Projects
<p>➀ 最近宣布了5个新的碳化硅相关项目，投资总额超过2000亿元人民币；</p><p>➁ 印度Tarq半导体和HCL的Vama Sundari Investments将投资276.5亿元人民币在印度耶伊达地区建设两家半导体制造工厂；</p><p>➂ 上海弗昂元科技有限公司将投资1.15亿元人民币建设一个SiC模块封装设备研发生产项目；</p><p>➃ 华芯邦在海南省海口市投资建设SiC芯片先进封装工艺产线；</p><p>➄ Powerex获得了来自美国《芯片与科学法案》的2000万元人民币补助，用于扩建SiC模块等封装产线；</p><p>➅ 贺利氏在江苏省常熟市开业了一家陶瓷基板工厂。</p><p>➀ Five new SiC-related projects have been announced with an investment exceeding 200 billion yuan;</p><p>➁ Tarq Semiconductors and HCL's Vama Sundari Investments are investing 27.65 billion yuan in two semiconductor manufacturing factories in Yeadon, India;</p><p>➂ Shanghai Fuanyuan Technology Co., Ltd. is investing 115 million yuan in a SiC module packaging equipment R&D and production project;</p><p>➃ Huaxin邦 is investing in a SiC chip advanced packaging process line in Haikou, Hainan Province;</p><p>➄ Powerex has received 2 million yuan in subsidies from the U.S. Chips and Science Act to expand SiC module production lines;</p><p>➅ Heraeus has opened a ceramic substrate factory in Changshu, Jiangsu Province.</p>
12/04/2024, 01:43 PM UTC
合肥50亿半导体项目停止：毫无希望重启Hefei's 5 Billion Yuan Semiconductor Project Halted: No Hope of Resumption
<p>➀ 合肥12英寸MEMS制造线项目，初始投资51亿元，因外部因素已暂停。</p><p>➁ 该项目最初为框架协议，尚未建设或启动，不会影响公司。</p><p>➂ 目前没有重启项目的希望。</p><p>➀ Hefei's 12-inch MEMS manufacturing line project, with an initial investment of 5.1 billion yuan, has been halted due to external factors.</p><p>➁ The project was initially a framework agreement and has not yet been constructed or launched, and it will not affect the company.</p><p>➂ There is currently no hope of restarting the project.</p>
12/04/2024, 01:28 AM UTC
Tenstorrent 完成巨额 D 轮融资Tenstorrent Closes a Big Series D Round
➀ 吉尔·凯勒的 AI 芯片创业公司 Tenstorrent 成功完成了价值约 6.93 亿美元的 D 轮巨额融资，估值达到 20 亿美元。➁ 该公司基于 RISC-V 内核的 AI 平台采用以太网进行扩展。➂ Tenstorrent 已完成约 1.5 亿美元的订单，并获得了三星、LG 技术风险投资和现代汽车集团等公司的投资。➀ Tenstorrent, Jim Keller's AI chip startup, has closed a significant Series D round worth approximately $693 million. The startup is valued at $2 billion. ➁ The company's AI platform is built on RISC-V cores and uses Ethernet for scaling. ➂ Tenstorrent has around $150 million in closed deals and has received investments from Samsung, LG Technology Ventures, and Hyundai Motor Group, among others.
12/03/2024, 01:25 PM UTC
每月被动收入超过1000美元的5只REITs5 REITs That Pay Me More Than $1,000 Passive Income Each Month
1、REIT股息收益率历史新高；2、可以找到提供6-8%收益率的优质REITs；3、介绍了一个包含5只REITs的投资组合，每月可获得超过1000美元的收入。1. REIT dividend yields are historically high; 2. High-quality REITs offering 6-8% yields can be found; 3. A portfolio of 5 REITs is presented that earns over $1,000 each month.
12/03/2024, 12:30 PM UTC
在昂贵市场中寻找 便宜货：让我着迷的2只高收益股Bargain Hunting In A Pricey Market: 2 High-Yield Dividend Picks That Have Me Hooked
1、根据CNN的恐惧与贪婪指数，当前市场情绪被描述为“贪婪”；2、作者的战略专注于交易低于其实际价值的支付股息的企业；3、已确定了两个突出的股票，它们不仅高收益，而且是未来保障的投资。1. The current market sentiment is characterized by 'greed' according to CNN's Fear & Greed Index; 2. The author's strategy focuses on dividend-paying businesses trading below their true worth; 3. Two standout stocks have been identified, which are not only high-yield but also future-proof investments.
12/03/2024, 08:11 AM UTC
CRISPR疗法公司：强劲的资产负债表支持其在缓慢增长中的雄心壮志CRISPR Therapeutics: Strong Balance Sheet Supports Ambitious Plans Amid Slow Growth
1. CRISPR疗法公司报告了减少支出和Casgevy缓慢推出，导致收入未达标但净亏损收窄。2. 公司的财务状况依然强劲，拥有约5年的现金流。3. CRISPR的CAR-T疗法显示出希望，但缺乏创新优势；在糖尿病和心血管疾病方面的雄心勃勃项目是高风险的月球计划。4. 由于其高风险/高回报特征，CRSP股票应谨慎持有。1. CRISPR Therapeutics reported reduced expenses and a slow launch of Casgevy, leading to a revenue miss but a narrowed net loss. 2. The company's financial health remains strong with a cash runway of approximately 5 years. 3. CRISPR's CAR-T therapies show promise but lack an innovative edge; ambitious projects in diabetes and cardiovascular disease are high-risk moonshots. 4. CRSP stock is a cautious 'hold' due to its high-risk/high-reward profile.
12/03/2024, 06:16 AM UTC
Tenstorrent D轮融资筹集6.93亿美元Tenstorrent raises $693m Series D
➀ RISC-V设计公司Tenstorrent已完成D轮融资，筹集超过6.93亿美元。 ➁ 本轮融资资金将用于构建开源AI软件堆栈、招聘开发者以及扩大全球开发和设计中心。 ➂ 投资者包括三星证券、AFW Partners和LG电子等。➀ Tenstorrent, a RISC-V design house, has raised over $693 million in its Series D funding round. ➁ The funds will be used to build out open-source AI software stacks, hire developers, and expand global development and design centers. ➂ Investors include Samsung Securities, AFW Partners, and LG Electronics among others.
