Express News | Huang Renxun: AI datacenter can be scaled to a million chips, performance doubling annually, and energy consumption reducing by 2-3 times.
s&p 500 first broke 6000 points, may rise to 6600 points in the next two months.
Source: Barron's Week by Isabelle Wang On Friday (November 8), the S&P 500 index ($s&p 500 index(.SPX.US)$) broke through 6000 points for the first time, the Dow Jones Industrial Average briefly crossed 44000 points, but both indices retreated at the close, marking the end of a turbulent week with Trump's election as US president and the Fed rate cut. Clark Geranen, Chief Market Strategist at CalBay Investments, believes that the S&P 500 index breaking through the 6000-point barrier is "an important milestone" and may attract
Express News | Exclusive - US Ordered TSMC to Halt Shipments to Chinese Customers of Chips Used in AI Applications Starting Monday -- Source
Jinglin's Q3 positions are out: selling microsoft, nvidia, adding 0.59 million shares of apple.
①The well-known Chinese private equity firm Jinglin Assets' Q3 holding value in the US stock market decreased to $3.15 billion, down from $3.79 billion; ②Jinglin Assets' Q3 reduced all of its top ten holdings, cleared multiple technology and pharmaceutical concept stocks, and the largest increase was 0.591 million shares of Apple Inc.
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Another player in the lineup for the listing of domestic GPUs? Super unicorn Moore Thread completes stock reform over 24 billion.
①A knowledgeable source told the Star Market Daily reporter that Moor Thread has completed the shareholding reform, is preparing to go public, and may soon start the IPO guidance; ②Recently, domestic GPU unicorn ushered in an IPO wave.
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Top private equity leader Jinglin's US stock holdings exposed: aggressively selling Nvidia, Microsoft, while increasing positions in Apple, Tencent Music, etc.
On November 9th, Gelunhui reported that in the third quarter, Jinglin Hong Kong company significantly reduced its holdings of Nvidia, Microsoft, Taiwan Semiconductor, Meta, the parent company of Facebook, and other stocks in the AI and semiconductor industries, while also slightly reducing its holdings of the largest position, Pinduoduo. However, it aggressively increased its holdings of Apple, and actively bought shares of ZTO Express, Tencent Music, TAL Education, Alibaba, Ke Holdings, and many other Chinese concept stocks.
Weekend Reading | Trump returns to the White House, how does the US election tear apart the entire Silicon Valley technology circle?
The technology sector is no longer a monolithic entity.
Wall Street Lends Over $11 Billion to AI-Focused Tech Firms Relying on NVIDIA Corporation (NVDA) Chips, Financial Times Reports
New York Pension Sells Palantir, Apple, and Nvidia -- and Buys AMD -- Barron's
The AI Power Play May Not Be a Slam Dunk -- Barron's
Tesla Is in the Driver's Seat Now -- Barron's
This Chip Maker Isn't A Big AI Player. It's Time to Buy Its Stock. -- Barron's
Market View -- Barron's