Semiconductors

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优迅股份科创板IPO已问询 拟募资8.89亿元
智通财经网· 2025-10-09 23:11
| | | | | 单位:万元 | | --- | --- | --- | --- | --- | | 项目 | 2025.06.30/2025 | 2024.12.31/ | 2023.12.31/ | 2022.12.31/ | | | 年 1-6 月 | 2024 年度 | 2023 年度 | 2022 年度 | | 资产总额 | 84.494.39 | 81.745.51 | 58.739.99 | 42,281.94 | | 归属于母公司所有者权益 | 78.153.29 | 72,512.19 | 50.730.57 | 33.363.49 | | 资产负债率(母公司) | 7.15% | 10.99% | 13.64% | 21.09% | | 资产负债率(合并) | 7.50% | 11.30% | 13.64% | 21.09% | | 营业收入 | 23.849.87 | 41,055.91 | 31,313.34 | 33.907.23 | | 净利润 | 4.695.88 | 7.786.64 | 7,208.35 | 8.139.84 | | 归属于母公司所有者的净利润 | 4.69 ...
One of Nvidia's Biggest Customers Just Struck a Massive Deal That Should Alarm Shareholders
Yahoo Finance· 2025-10-09 21:23
Key Points Nvidia currently dominates the market for AI chips. Its heavy customer concentration remains a big risk, and one customer is starting to look elsewhere for compute. If others follow suit, it could lead to a slowdown in revenue growth for the GPU leader. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has seen its fortunes rise on the back of surging demand for artificial intelligence compute. Its graphics processing units (GPUs) stand out as best in class when it comes to A ...
KeyBanc Reaffirms Buy on Nvidia Ahead of Earnings, Citing Strong AI Demand
Yahoo Finance· 2025-10-09 21:15
NVIDIA Corporation (NASDAQ:NVDA) is one of the Trending AI Stocks on Wall Street’s Radar. On October 6, KeyBanc reiterated its Overweight rating on the stock with a $250.00 price target. The rating affirmation comes ahead of Nvidia’s upcoming earnings report on November 19. The firm believes that robust near-term hyperscaler demand and continued ramp of GB200/300 products will play out in favor of the stock, resulting in stronger results and guidance. KeyBanc anticipates rack shipments rising and China ...
KeyBanc Reaffirms Buy on Broadcom (AVGO) Ahead of Earnings, Citing Strong AI Demand
Yahoo Finance· 2025-10-09 21:12
Broadcom Inc. (NASDAQ:AVGO) is one of the Trending AI Stocks on Wall Street’s Radar. On October 6, KeyBanc reiterated an Overweight rating and $420.00 price target on the stock. The rating affirmation comes ahead of the company’s fiscal fourth-quarter 2025 earnings report. KeyBanc anticipates Broadcom to deliver higher results for the October quarter and provide stronger guidance for the January quarter. These positive results will be supported by strong artificial intelligence demand in networking and AI ...
Morgan Stanley Raises AMD Price Target to $246 on Strong AI Datacenter Outlook
Yahoo Finance· 2025-10-09 21:08
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Trending AI Stocks on Wall Street’s Radar. On October 7, Morgan Stanley analyst Joseph Moore raised the price target on the stock to $246.00 (from $168.00) while maintaining an Equal Weight rating. The firm lifted its 2027 datacenter GPU estimates for AMD from $13 billion to $20 billion, following management’s remarks about “tens of billions of annual AI datacenter revenue” in that timeframe. The firm’s revised projections for 2027 now include reven ...
Google announces new Gemini Enterprise, plus is the tech sector at an inflection point?
Youtube· 2025-10-09 20:55
[Music] That is the closing bell on Wall Street. And now it's market domination overtime. Let's get you caught up on where the markets did close today.Taking a look at the popular averages. It looks like we're going to finish in the red here. The Dow down about 244 points.The S&P 500, your broad gauge is going to finish down about 3/10en of a percent and the tech heavy NASDAQ is going to finish down about a tenth tenth of a percent. So major averages do take a bit of a breather here. This is the US governme ...
Stocks Falter as Higher Bond Yields Spark Long Liquidation
Yahoo Finance· 2025-10-09 20:34
The shutdown of the US government is now into its second week, weighing on market sentiment and delaying key economic reports. The government shutdown means delays in the release of government reports, including the last two weeks of weekly initial unemployment claims, Tuesday's Aug US trade report, and last Friday's monthly payroll report. A prolonged shutdown could also delay the government's inflation data, scheduled for release on October 15. The White House has warned that if the government shutdown li ...
Chip Foundry TSMC Tops Estimates For September Sales
Investors· 2025-10-09 20:29
Taiwan Semiconductor Manufacturing (TSM) on Thursday said it finished the third quarter on a positive note, with sales in September coming in well above estimates. But TSM stock slid after the report. The contract chipmaker, better known as TSMC, generated revenue of 331 billion New Taiwan dollars, or $10.9 billion, in September. Analysts polled by FactSet had expected sales of about 302 billion New Taiwan dollars in September. In local currency, TSMC sales rose 31.4% year over year in September. But revenu ...
NXP Semiconductors Announces Conference Call to Review Third Quarter 2025 Financial Results
Globenewswire· 2025-10-09 20:10
EINDHOVEN, The Netherlands, Oct. 09, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the third quarter 2025 after the close of normal trading on the NASDAQ Global Select Market on Monday, October 27, 2025. The company will host a conference call with the financial community on Tuesday, October 28, 2025, at 8:00 a.m. U.S. Eastern Daylight Time (EDT). Earnings Conference Call Details Interested parties may pre-register for the webcast or ob ...
Market Indexes Retreat from Highs Amidst Government Shutdown and Earnings Season Kick-off
Stock Market News· 2025-10-09 20:07
U.S. equity markets experienced a slight pullback on Thursday, October 9, 2025, as investors reassessed a week of record-breaking gains and grappled with an ongoing government shutdown and the nascent stages of the third-quarter earnings season. Major indexes retreated from their recent all-time highs, with a noticeable, albeit small, dip across the board. The market's pause comes as traders weigh the sustained optimism surrounding the artificial intelligence (AI) boom against delays in crucial economic dat ...