Reported 12 months ago
Nvidia shares are down after hitting a market high, but Rosenblatt Securities senior analyst Hans Mosesmann remains bullish with the highest price target on Wall Street. He believes Nvidia will continue to excel in AI for the next decade, transitioning from a semiconductor company to an all-encompassing AI platform. Despite recent market fluctuations, Mosesmann emphasizes Nvidia's long-term potential and dominance in AI, highlighting the company's unparalleled value capture. As Nvidia expands into new verticals and areas like networking and storage, competitors like AMD and traditional players in the industry may face challenges. Overall, Nvidia's strategic roadmap positions them as a key player in the evolving landscape of AI technology.
Source: YAHOO
Reported 12 months ago
Boeing is facing scrutiny from the Justice Department for potential violations related to 737 Max crashes, with an article by Barron's associate editor Al Root highlighting the company's efforts to enhance quality at manufacturing plants. CEO Dave Calhoun plans to step down, prompting discussions on potential successors. As Boeing navigates these challenges, Root emphasizes the necessity for the company to be flawless moving forward to rebuild its reputation and regain trust, indicating a challenging path ahead in both quality improvement and leadership transition.
Source: YAHOO
Reported 12 months ago
Source: INVESTORS
Reported 12 months ago
美國一位聯邦法官周二裁定，蘋果公司前高級律師Gene Levoff在內線交易認罪後避免入獄，現須支付115萬美元相關的美國證券交易委員會民事裁定罰款。這位曾擔任蘋果公司公司法高級總監的Levoff在2018年9月被蘋果解雇，在5個月後被控根據事先非公開的信息進行股票交易。他於2022年6月承認證券欺詐罪，並於同年12月被Martini法官判處四年假釋、2000小時義工服務和60.4萬美元的資產沒收。法庭文件顯示，Levoff稱罰款是不必要的，表示自己受到了足夠的懲罰，並沒有隱藏其因壓力引起的交易，將其歸為「自我破壞」。但法官認為，這位史丹佛大學法學院畢業生知道自己的交易有問題，鑑於他估計的1300萬美元淨資產，能夠承擔此罰款。
Source: YAHOO
Reported 12 months ago
特斯拉（TSLA）的股票在週二暴漲超過10％後，預計將延續漲勢，因為這家電動車巨頭報告季度車輛交付超出華爾街預期。該公司在第二季度交付了443,956輛車輛，超過彭博數據顯示的分析師共識預期的439,302輛。特斯拉的股價也於週三盤前交易中上漲了超過3％。儘管同比交付量下降，一些分析師指出電動車行業的表現可能比預期更好，這也被多家證券機構提及。
Source: YAHOO
Reported 12 months ago
Brevan Howard Asset Management has reduced fees for its largest fund, Alpha Strategies, in response to high technology, infrastructure, and talent expenses. The firm is waiving the 1% management fee until the new year and plans to increase it to 0.5% in January, with expectations of decreasing expenses by then. The move comes after Brevan dismissed around 100 employees and faced challenges in attracting talent, resulting in rising fees. Alpha Strategies, valued at $12.2 billion, recorded a 3.6% loss by May this year, while the Brevan Master fund, valued at $11.9 billion, saw a 2.1% decline last year.
Source: YAHOO
Reported 12 months ago
The S&P 500, Nasdaq, and Dow Jones all closed in the green with the Dow Jones Industrial Average gaining over 160 points while the Nasdaq and S&P 500 set new record highs. Seana Smith and Jared Blikre discuss the market performance and sector actions, with tech-heavy Nasdaq 100 also reaching new milestones. For expert insight and the latest market updates, watch the full episode of Market Domination Overtime.
Source: YAHOO
Reported 12 months ago
Suze Orman, a prominent financial advisor, criticizes the Financial Independence, Retire Early (FIRE) movement, cautioning that retiring early without a substantial financial cushion could lead to financial disaster. Orman argues that the movement overlooks life's financial uncertainties and challenges, stressing the importance of having significant savings to account for emergencies and market fluctuations. She emphasizes the need for at least $10 million for a sustainable post-retirement life, highlighting the potential costs of health care, caregiving, and economic changes. Orman's warnings are based on her extensive financial planning experience and concern for inadequate retirement planning strategies.
Source: YAHOO
Reported 12 months ago
Following the semiconductor giant TSMC to Japan, Taiwanese banks are establishing their presence, with Banking Bureau approving North Fubon Bank to set up a Tokyo branch, making it the sixth Taiwanese bank to do so this year. Other banks that have already established branches in Japan include Chang Hwa Bank, Taishin Bank, Bank of Taiwan, while Cooperative Bank and E.SUN Bank are approved but not yet set up. These expansions are driven by increasing investments by Taiwanese companies in Japan, such as TSMC, leading to a positive outlook for financial services in the region.
Source: YAHOO
Reported 12 months ago
台股2日大幅震盪，指數下探至22,833點，失守短期均線，但市場避險情緒升溫，資金轉投低價股，使得14檔低基期股如正文、元晶、旺宏等挺身為多頭火種。其中28檔漲停個股股價低於50元，占比高達66.67％。法人青睞的14檔股票在2日逆勢上漲逾2.5％，顯示這些銅板股的吸引力。投資人或可留意AI相關次族群的發展。
Source: YAHOO
Reported 12 months ago
Stock prices of Delta Electronics, Cheng Uei Precision Industry, MEAN WELL, and Hwa Cheng surged against the trend on July 2, 2024. With the continuous rise in temperature, power outages have been frequent in Taiwan, while major companies like NVIDIA plan to set up AI data centers in Taiwan, driving the stock prices of electromechanical giants Delta Electronics, Cheng Uei Precision Industry, MEAN WELL, and Hwa Cheng to rise. With orders and production capacity at full capacity, they are already taking orders for 2027, expecting operational growth in the next three to eight years. These companies are investing in expanding new plants or increasing production capacity to meet the growing demand for heavy-duty electrical equipment both domestically and globally.
Source: YAHOO
Reported 12 months ago
A Taiwanese fishing boat, 'Da Jin Man 88,' was seized by seven Mainland coast guard ships near Kinmen's Beiding Island while operating in the area on the evening of July 2nd. Despite efforts by two patrol boats from Taiwan's Coast Guard Administration to intervene, the Mainland ships took control of the fishing boat and attempted to bring it back to mainland China for investigation. The incident, which occurred outside of restricted waters claimed by Mainland China, has raised tensions amid speculation about the motives behind the Mainland Coast Guard's actions and concerns about the safety of the crew onboard.
Source: YAHOO
Reported 12 months ago
Taiwan's stock market experienced a correction on July 2, with the index falling below the 23,000-point mark, prompting short-term retracement predictions. Despite the overall market facing risks of further pullback, there is buying interest in small and medium-sized stocks like Zhenlei (5388) and Mingtai (3380), which are showing improved operating prospects. Factors such as the U.S. broadband infrastructure budget allocation and India's broadband network development are expected to positively impact Zhenlei and Mingtai's revenue performance. Mingtai's prospects also include the launch of new products like smart doorbells and IP-Cams, with expected revenue growth. Additionally, the completion of the LEO satellite network operation is set to boost Mingtai's business dynamics. Both companies are poised for growth amidst varying market conditions.
Source: YAHOO
Reported 12 months ago
Founder of Sinyi Realty, Zhou Junji, shared heartwarming stories at the lecture at 4:10 pm on July 2, 2024, at the Sinyi School of Philosophy. From ancient cave paintings to modern art, art and aesthetics have always been integral to human civilization. Sinyi School, established in 2011, aims to promote social education by offering free high-quality lectures on ethics, humanities, environment, community care, living spaces, and happy families. The platform has evolved to include various interactive activities, with recent plans to integrate virtual reality-related technologies. The recent 1,000th event featured local artistic progress in Taiwan, expressing the core mission of Sinyi School to promote lifelong learning and spiritual sustainability through the arts.
Source: YAHOO
Reported 12 months ago
In a recent report, Yen Bing-li mentioned that the real estate market in 2024 will be like a frog in water slowly brought to boil. With the rush in presale home purchases, it is estimated that by 2027 when these properties are completed and delivered, the situation will become clear. Yen analyzed the trend of the real estate market in the second half of 2024 and pointed out that this year has seen significant market changes, especially benefiting the construction and sales industries. He warned that the current market, driven by low down-payment packages, may not be sustainable and likened it to a poisonous concoction disguised in attractive wrapping. Yen also raised flags on 16 warning signs, indicating uncertainties in the market's future stability.
Source: YAHOO
Reported 12 months ago
On July 2, 2024, Taiwan Paiho (6278) was added as a constituent stock of the Fuhua Taiwan Technology High Dividend ETF (00929), tracking the 'Selected Taiwan Listed and OTC Technology High Dividend Index'. With strong buying interest, the stock price hit the daily limit of 135.5 yuan before 10 a.m. Although it briefly dipped intra-day, it closed at the limit, reaching a new high since February 2022. Trust funds have been buying Taiwan Paiho for 7 consecutive days, with a significant increase in volume on the 2nd exceeding 11,000 lots, boosting the daily trading volume to nearly 23,000 lots, a recent high. Analysts note the increased trading volume, the upward trend of the daily KD, and state that if the volume remains above the 5-day average, with short-term moving averages holding, it favors the bulls.
Source: YAHOO
Reported 12 months ago
Following Panasonic, Sony is planning to exit the disc market in 2024 and downsize its workforce. Manufacturers of discs state that the consumer disc market has been shrinking annually, with brand factories outsourcing production, resulting in limited impact on them. Sony is in talks with suppliers and distributors about the possibility of halting sales completely in the latter half of the year. The shift towards cloud storage has led to continuous disc demand decline and prolonged poor performance. Sony is ceasing disc development, gradually stopping production, and laying off about 40% of the department's employees. Despite Sony's withdrawal, Taiwan's disc industry confirms that the decline in the overall sales volume will be inevitable, as the market has been steadily outsourcing to Taiwanese disc manufacturers in recent years.
Source: YAHOO
Reported 12 months ago
Taiwanese company 91APP has appointed two co-CEOs - Heather Lin as Chairwoman and Co-CEO, and Cindy Yang as Director and General Manager as well as Co-CEO, effective July 1, 2024. This strategic decision is to strengthen customer-centric operations and better serve the increasing number of large clients. 91APP, a leading SaaS company in Taiwan, focuses on D2C market and has shown impressive financial performance despite challenges, helping numerous retail brands in digital transformation. The company anticipates continued growth in eCommerce and digital marketing solutions, especially with the rise of D2C trends and expanding client base.
Source: YAHOO
Reported 12 months ago
李娟萍／台北報導2024年7月2日 下午4:10高速傳輸IC譜瑞-KY（4966）公告，自7月3日起實施庫藏股，預定買回庫藏股1,100張，區間價573～1,285元譜瑞-KY此次決議買回庫藏股，為2024年第一次執行庫藏股計劃，買回股份的目的是轉讓股份給員工。預定買回期間7月3日至9月2日，預定買回股分占公司已發行股份總數比率的1.36％。譜瑞-KY在近三年內，共有實施兩次庫藏股，一次是2021年的10月28日到12月8日，買回700張，執行完畢後，該公司買回股份的總金額共達14.26億元，平均單價是2,037.27元。第二次是在2022年的10月31日到12月28日，買回2,000張，執行完畢後，該公司買回股份總金額達15.47億餘元，平均單價是773.74元。譜瑞-KY自從2024年以來股價下跌已逾三成，2日股下跌0.24％，收在818元。譜瑞-KY先前法說會釋出的第一季獲利及第二季展望皆低於市場預期，主因PC需求復甦緩慢、面板廠客戶在低階產品面臨價格競爭，但法人仍正向看待公司2024營運將有所改善，該公司1至5月累計營收62.08億元，年成長22.77％。更多工商時報報導聯茂需求喊燒 2022季季旺中國與瑞士擬股市互通邁斯科生醫 獲日商投資合作
Source: YAHOO
Reported 12 months ago
Acer Gadget's subsidiary, Acer Gadget, is targeting the European market by participating in the Frankfurt European Bicycle Show in Germany and introducing new electric bikes such as ebii elite, Acer eNomad-R/R ST, and Acer eCargo-M. With a focus on smart mobility, the company aims to achieve better results in Europe, especially after gaining attention and sales growth at the Taipei International Cycle Show in March. The new ebii elite model enhances AI technology, acceleration, and climbing capabilities for various terrains, while the eNomad-R/R ST and eCargo-M cater to urban areas and cargo transportation needs.
Source: YAHOO
Reported 12 months ago
On July 2, 2024, Longhua University's Associate Professor Lin Zongxin and his students Li Chuanting, Yang Shanghua, Wu Chengzhe, and Lin Jialing from Xinzhuang High School participated in the 2024 Shanghai International Invention and Innovation Exhibition, where their work on 'A Method for Preparing Copper Alloy Thin Films for Semiconductor Manufacturing Processes' won the gold medal. This victory marks their second gold medal this year after winning at the PiENVEX International Engineering Innovation and Invention Exhibition in Malaysia, showcasing their outstanding research and development capabilities. The exhibition, organized by the Shanghai Invention Association, is a three-day event featuring top global innovations, offering opportunities for market expansion, technology exchange, professional evaluation, product showcase, brand promotion, and business cooperation. Professor Lin's team's work focuses on preparing copper alloy thin films using a co-sputtering method, boasting properties like low resistance, low leakage current, good adhesion, oxidation resistance to inhibit copper-silicon and copper-tin reactions, antimicrobial properties, and applications in various fields like copper wiring, flip-chip soldering, heat dissipation, and antimicrobial medical devices, demonstrating significant commercial potential. This is Professor Lin's second gold medal at the Shanghai International Invention and Innovation Exhibition, having previously won in 2019 with his work on 'Copper Plating Layer with Good Thermal Conductivity and Illuminance and Its Preparation Method'. Lin's research aims to enhance copper stability without using barrier layers by doping trace amounts of substances into the copper plating layer, with hopes of collaborating with companies for practical process applications. As a frequent winner at major international invention exhibitions, Professor Lin was awarded the 19th IIP International Distinguished Inventor Guoguang Medal last year and was recognized by the President in April for his outstanding achievements. Longhua University's president mentioned that the Semiconductor Engineering Department focuses on cultivating practical talents in semiconductor technology, specializing in midstream device process and downstream packaging testing skills to meet the industry's needs for semiconductor professionals. Additionally, the more locations of Micron report good earnings, oil prices rebound in Europe and America, selection options for remaining land at the fourth nuclear power plant, and 13 bullish signals as foreign investors enter the market are featured in the Commercial Times.
Source: YAHOO
Reported 12 months ago
According to a report by He Yingwei in Taipei on July 2, 2024, Yu Jun's revenue from leisure games has been increasing, reaching 47.5% in March, with significant success in gaming. Yu Jun and Dai Yu Zi, both Taiwanese game development companies, are venturing into gaming and leisure games. Yu Jun's main games are based on the Three Kingdoms theme, while Dai Yu Zi has diversified its development and explored new IP potentials with games like 'Ghost Bridge' receiving positive reception. Dai Yu Zi has also entered the commercial gaming machine market with machines already being introduced in Brazil and plans for further expansion in Central and South America.
Source: YAHOO
Reported 12 months ago
NVIDIA faces potential antitrust accusations in France as the 'Non-Nvidia Alliance' gains momentum, boosting dedicated ASIC development efforts through UALink and UXL Foundation. Major Taiwanese semiconductor manufacturers benefit from leading wafer foundries, complete ASIC and IP layouts, aligning themselves with the escalating 'Non-Nvidia Alliance' trend. Various companies are actively involved in ASIC market, with a focus on breaking NVIDIA's dominance in AI field. Taiwan's competitive advantage in semiconductor supply chain and close market proximity further solidifies its foothold in the ASIC industry.
Source: YAHOO
Reported 12 months ago
Weiquyi/Taipei report, July 2, 2024, 4:10 PM: The US Federal Reserve kept interest rates unchanged in the first half of the year, coupled with cooling inflation, leading to a significant drop in the yield of US 10-year treasury bonds, boosting market risk sentiment and causing a recent uptrend in non-investment grade bonds. Experts say that the economy still shows resilience, with decreasing default rates for non-investment grade bonds indicating strong corporate fundamentals, making these bonds attractive due to their issuance companies' solid fundamentals and appealing yields. Non-investment grade bonds are expected to perform well in the future, and investment through relevant funds is recommended.
Source: YAHOO