The geopolitical overlay here. Sources Have you guys ever heard about this big story. Of course.Sources say the Chinese president, Xi Jinping, is pushing President Donald Trump to oppose Taiwan independence. Now, the wording that would mark a major diplomatic win for Beijing and really comes as both sides seek this trade deal. Yeah.Our Bloomberg opinion columnist Karishma Vaswani says such a shift will be a major blow to the island and would brand Washington as an unreliable partner in the region. She joins ...

股价表现 - 公司股价单日大涨8.4%至35.59美元 成交放量显著 [1] - 过去四周股价累计下跌2.2% 本次上涨逆转短期下跌趋势 [1] 政策驱动因素 - 特朗普政府拟推新政 要求半导体企业在美国本土生产芯片以满足国内需求 [2] - 新政可能推动对公司美国芯片产能的需求增长 [2] 财务预期 - 预计季度每股收益0.39美元 同比下降4.9% [3] - 预计季度营收16.8亿美元 同比下降3.7% [3] - 过去30天内共识每股收益预期维持不变 [4] 同业对比 - 同业公司QuickLogic股价单日上涨1.2%至6.12美元 [4] - QuickLogic过去一个月累计上涨9.6% [4] - QuickLogic预计每股亏损0.21美元 同比恶化250% [5]

European stocks gained as investor sentiment received a boost from better-than-expected US personal spending data, overshadowing plans by President Donald Trump to slap tariffs on patented drugs. The Stoxx Europe 600 Index rose  at the close. The healthcare sector erased earlier losses to gain 0.1% after Trump said he plans a 100% duty on patented drugs effective Oct. 1, unless the producer is building a manufacturing plant in the US. Novo Nordisk A/S fell  and Zealand Pharma A/S retreated . Most Read fr ...

市场情绪转变 - 中国股市正吸引本地和外国投资者 因近期回报令人印象深刻 上海综合指数本月早些时候创下十年新高 香港恒生指数在2025年上涨30% 有望实现自2017年以来的最大年度涨幅[2] - 中国零售投资者侯玉杰将10%的资金投入股市 几天内赚取一个月工资 并称银行存款利率太低 股票是当前热门话题[2] - 投资者将涨势开始称为"9·24行情" 源于2024年9月24日央行行长等高层金融官员举行罕见协调新闻发布会 宣布支持经济和股市的措施[3] 政策推动因素 - 政策意图发生变化 因通缩压力日益突出 政策制定者需要重新将政府工作重点放在经济增长而非最小化风险上[3] - 监管部门强制要求保险公司和国家共同基金增加股票持仓 这些机构传统上处于观望状态[5] - 当局举行类似媒体简报会 宣布中国资本市场正扩大"朋友圈" 因海外投资者重新产生兴趣[4] 投资环境变化 - 凯西·伍德的方舟投资管理基金本周重新开立阿里巴巴头寸 这是四年来的首次[4] - 房地产行业长期低迷 境外投资限制仍然严格 更多投资者再次关注股市 中美贸易战紧张局势缓和以及中国在人工智能和芯片方面的进展也提振了市场情绪[6] - 人工智能和无人机在中国快速发展 这些股票被认为具有巨大潜力[7] 市场结构特征 - 中国零售投资者推动90%的日交易量 而美国零售投资者仅占约20%[8] - 许多零售投资者仍认为股市是赌博和赌场 没有人相信是长期投资 这与美国市场非常不同[7] - 零售投资者对市场下跌高度敏感 表示一旦听到或感觉到市场下跌就会立即撤资[8]

Eagle, Idaho-based Lamb Weston Holdings, Inc. (LW) produces, distributes, and markets frozen potato products. Valued at $7.5 billion by market cap, the company offers fries, oven-roasted potatoes, puffs, chips, slices, and prepared potato products. The french fry giant is expected to announce its fiscal first-quarter earnings for 2026 before the market opens on Tuesday, Sep. 30. Ahead of the event, analysts expect LW to report a profit of $0.54 per share on a diluted basis, down 26% from $0.73 per share i ...

The chip maker has reportedly asked Apple for an investment as it attempts to save its faltering business with a slew of multi-billion-dollar deals ...

The rate cut that investors fretted would never come finally arrived last week, which, of course, means it’s time for … fretting about the next cut. US markets fell on Tuesday, putting a pin in a record-setting run, after Federal Reserve Chair Jerome Powell gave off a hawkish vibe, insisting the central bank will move cautiously on additional cuts and suggesting that equities are overpriced. READ ALSO: Feast or Fluke? US Home Sales Hit Highest in Almost Four Years and Tether Poised to Join Ranks of World’ ...

The $100 billion market warning… more calls that this is like 1998… how to ride a melt-up… take a look at this massive AI winner… small-caps have joined the partyVIEW IN BROWSER$100 billion.That’s the value of the entire annual economic output of a handful of countries such as Kenya, Ukraine, Belarus, and Indonesia.It’s also what Nvidia just pledged to invest in OpenAI to build AI datacenters.Yesterday, Nvidia CEO Jensen Huang called it “the biggest AI infrastructure project in history.”Let’s go to our tech ...

Rambus (RMBS) has strong industry partnerships in data center and AI infrastructure. RMBS has gained 173% over the past year, trades above key moving averages, and maintains a 100% “Buy” technical opinion from Barchart. Shares set a new all-time high in Friday morning trading. While RMBS offers strong growth potential, it remains volatile and speculative; investors are advised to use strict risk management and stop-loss strategies. Today’s Featured Stock Valued at $11.5 billion, Rambus (RMBS) ...

英特尔与英伟达合作 - 合作使英特尔获得美国政府支持 成为维持美国领先制造业的关键资产[2] - 英伟达客户强烈要求在大型英伟达集群中使用x86架构芯片[2] - 合作展示英伟达未滥用其数据中心主导地位 通过开放合作提供AGP用途CPU访问[3] 芯片制造安排 - 目前合作完全不涉及晶圆代工业务 芯片制造地点未定(英特尔或台积电)[5] - 英特尔是台积电重要客户 任何代工安排将是英特尔转型的第二阶段[5] - 合作核心是使x86英特尔芯片能接入英伟达开发的高速互连芯片架构[6] 英特尔战略重点 - 新任CEO明确十大优先事项 包括重获产品业务领导地位和强化资产负债表[8] - 前管理层过度投资制造产能 现需重建资产负债表[9] - 吸引美国政府、软银、英伟达等现金注入对英特尔至关重要[9] 中国市场地位 - 英特尔因生态系统优势在贸易紧张中一直受到保护[13] - 中国大量关键工作负载运行于x86英特尔芯片 因软件依赖极难迁移[13] - 对中国而言 打击英特尔成本高昂且不会带来重大战略优势[13]