Bank of America's commodities team forecasts a strong copper market due to high demand from energy transitions and limited supply. They have also grown significantly optimistic about gold, expecting its price to be propelled by central banks, Chinese investors, Western macroeconomic influences, and the anticipated conclusion of interest rate increases. They predict gold could reach $3,000 per ounce by the end of 2025, ...
Since the fourth quarter of 2023, the global copper mining industry has experienced multiple supply disruptions, with recent news of planned production cuts by Chinese smelters intensifying market unease. Supported by expectations of a tight supply,$銅主連(2407)(HGmain.US)$prices have been fluctuating with an upward trend since the end of October last year, and have recently seen an accelerated increase. Since March, g...
Micron Technology has begun mass production of high-bandwidth memory (HBM) for NVIDIA's latest artificial intelligence chip. Micron Technology's HBM3E products will reportedly be supplied to NVIDIA and will be used in NVIDIA's H200 Tensor Core GPU, which is expected to begin shipping in the second quarter. "Micron Technology has achieved the trifecta with this HBM3E milestone: time-to-market leadership, b...
$Hudbay Minerals(HBM.US)$ add to watchlist, cheapest stock in Ray Dalio (Bridgewater Associates)... has dividend and growth positive. based on PB and PS industry, it's still undervalue. But if by PE it's 100 zzz... $Kosmos Energy(KOS.US)$ $Patterson-UTI Energy(PTEN.US)$- this one I think better. still undervalue but it's oil and gas. only watchlist, haven't learned more.
Micron has become the largest U.S. memory chip maker by acquiring some of its strongest competitors and surviving several brutal chip industry downturns. The company competes with South Korea's Samsung Electronics Co. and SK Hynix Inc. in chip sales, with DRAM and NAND memory chips as the core hardware for computers and cell phones and other applications. Micron has also launched HBM storage products, which...
BearBear98 : 很棒的工作,這是很棒的百分比!