Before a corporation's earnings results are released, no one can accurately forecast whether the numbers will meet expectations. Stock prices tend to sway dramatically based on performance data and market anticipations. Take, for instance, the case of$特斯拉(TSLA.US)$, whose stock plummeted by 12% the day after the release of its Q4 2023 results, falling short of expectations. Conversely,$美光科技(MU.US)$witn...
Maintain Buy on$英偉達(NVDA.US)$,$博通(AVGO.US)$,$邁威爾科技(MRVL.US)$,$美國超微公司(AMD.US)$,$美光科技(MU.US)$- BofA CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...
美光科技股票討論區
Mastering earnings season:Strategies for potential profit and risk management
In Al we trust: CY24 cloud capex now 35%+ YoY, stay positive data ctr. semis
CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $英偉達(NVDA.US)$ , $超微電腦(SMCI.US)$ , $美光科技(MU.US)$ , $博通(AVGO.US)$ , $美國超微公司(AMD.US)$ & $邁威爾科技(MRVL.US)$ 🤩
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