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08-15 00:45

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Morgan Stanley's $1.89T Reshuffle: All Top Five Buys Are Chips — Can The AI Trade Still Be Chased?

08-15 00:39

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Morgan Stanley's $1.89T Reshuffle: All Top Five Buys Are Chips — Can The AI Trade Still Be Chased?

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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595973910860432","repostId":"2658946989","repostType":2,"repost":{"id":"2658946989","kind":"live","pubTimestamp":1786482401,"share":"https://ttm.financial/m/news/2658946989?lang=en_US&edition=fundamental","pubTime":"2026-08-12 05:06","market":"us","language":"en","title":"Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27","url":"https://stock-news.laohu8.com/highlight/detail?id=2658946989","media":"THOMSON REUTERS","summary":"Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-Than-Expected Customer and Pro","content":"<html><body>Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-Than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27</body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27</title>\n<style 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Better-Than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nFWN4481D7:4\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCZ":"2倍做空SMCI ETF-Defiance","SMCC":"2倍做多SMCI ETF-Corgi","SMCI":"超微电脑","BK4585":"ETF&股票定投概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","SMCX":"2倍做多SMCI ETF-Defiance","BK4170":"电脑硬件、储存设备及电脑周边","BK4588":"碎股","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nFWN4481D7:4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658946989","content_text":"Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-Than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27","news_type":1,"symbols_score_info":{"SMCZ":0.6,"SMCC":0.6,"SMCL":0.6,"SMCY":0.6,"SMCX":0.6,"SMYY":0.6,"SMCI":1.98}},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":589010256356232,"gmtCreate":1784831437023,"gmtModify":1784831438526,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/589010256356232","repostId":"2653727818","repostType":2,"repost":{"id":"2653727818","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784827920,"share":"https://ttm.financial/m/news/2653727818?lang=en_US&edition=fundamental","pubTime":"2026-07-24 01:32","market":"sh","language":"en","title":"Super Micro is Maintained at Neutral by Mizuho","url":"https://stock-news.laohu8.com/highlight/detail?id=2653727818","media":"Dow Jones","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings(END) Dow Jones NewswiresJuly 23, 2026 13:32 ET","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n</font><font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>July 23, 2026 13:32 ET</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro is Maintained at Neutral by Mizuho</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro is Maintained at Neutral by Mizuho\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-24 01:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n</font><font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>July 23, 2026 13:32 ET</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCL":"2倍做多SMCI ETF-Graniteshares","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","SMCC":"2倍做多SMCI ETF-Corgi","SMCZ":"2倍做空SMCI ETF-Defiance","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCX":"2倍做多SMCI ETF-Defiance","BK4588":"碎股","SMCI":"超微电脑","SMCY":"SMCI期权收益策略ETF-YieldMax","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念","SMYY":"GraniteShares YieldBOOST SMCI ETF","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653727818","content_text":"Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n\n \n\n\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\nJuly 23, 2026 13:32 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582965226468064","repostId":"2649479620","repostType":2,"repost":{"id":"2649479620","kind":"live","pubTimestamp":1783350844,"share":"https://ttm.financial/m/news/2649479620?lang=en_US&edition=fundamental","pubTime":"2026-07-06 23:14","market":"nz","language":"en","title":"U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet","url":"https://stock-news.laohu8.com/highlight/detail?id=2649479620","media":"THOMSON REUTERS","summary":"U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Thou","content":"<html><body><p>U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-06 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260706:nL6N4380UJ:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260706:nL6N4380UJ:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) 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China-Tailored Chips After U.S. Export BanNvidia shares jumped 2.4%.","content":"<html><head></head><body><p>Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.</p><p>The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.</p><p>Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang&#39;s Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.</p><p>The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.</p><p>Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.</p><p>Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters&#39; requests for comment.</p><p>The sale of Nvidia&#39;s advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.</p><p>Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Working On China-Tailored Chips Again After US Export Ban</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Working On China-Tailored Chips Again After US Export Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-02 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.</p><p>The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.</p><p>Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang&#39;s Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.</p><p>The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.</p><p>Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.</p><p>Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters&#39; requests for comment.</p><p>The sale of Nvidia&#39;s advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.</p><p>Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4592":"伊斯兰概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","NVDA":"英伟达","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250502:nFWN3RA022:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2532846739","content_text":"Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang's Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters' requests for comment.The sale of Nvidia's advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402532414529864,"gmtCreate":1739302215351,"gmtModify":1739310054992,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402532414529864","repostId":"2509786314","repostType":4,"repost":{"id":"2509786314","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738748595,"share":"https://ttm.financial/m/news/2509786314?lang=en_US&edition=fundamental","pubTime":"2025-02-05 17:43","market":"hk","language":"en","title":"Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?","url":"https://stock-news.laohu8.com/highlight/detail?id=2509786314","media":"Dow Jones","summary":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.Arm makes money by licensing its chip ","content":"<html><head></head><body><p>Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.</p><p>Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.</p><p>Results for Arm&#39;s fiscal third quarter are due after the close.</p><p>The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts&#39; consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.</p><p>On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won&#39;t be a disappointment.</p><p>&#34;We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,&#34; he wrote.</p><p>Arm&#39;s latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 &#34;cores&#34; using Arm&#39;s designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-05 17:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.</p><p>Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.</p><p>Results for Arm&#39;s fiscal third quarter are due after the close.</p><p>The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts&#39; consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.</p><p>On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won&#39;t be a disappointment.</p><p>&#34;We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,&#34; he wrote.</p><p>Arm&#39;s latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 &#34;cores&#34; using Arm&#39;s designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509786314","content_text":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.Results for Arm's fiscal third quarter are due after the close.The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts' consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won't be a disappointment.\"We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,\" he wrote.Arm's latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 \"cores\" using Arm's designs.Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.","news_type":1,"symbols_score_info":{"ARM":1.1}},"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350406793773400,"gmtCreate":1726576534717,"gmtModify":1726576568449,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350406793773400","isVote":1,"tweetType":1,"viewCount":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350373991719280,"gmtCreate":1726568529688,"gmtModify":1726568752497,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4169254395987262","authorIdStr":"4169254395987262"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v 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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595973910860432","repostId":"2658946989","repostType":2,"repost":{"id":"2658946989","kind":"live","pubTimestamp":1786482401,"share":"https://ttm.financial/m/news/2658946989?lang=en_US&edition=fundamental","pubTime":"2026-08-12 05:06","market":"us","language":"en","title":"Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27","url":"https://stock-news.laohu8.com/highlight/detail?id=2658946989","media":"THOMSON REUTERS","summary":"Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-Than-Expected Customer and Pro","content":"<html><body>Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-Than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27</body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-12 05:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nFWN4481D7:4><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-Than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nFWN4481D7:4\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCZ":"2倍做空SMCI ETF-Defiance","SMCC":"2倍做多SMCI ETF-Corgi","SMCI":"超微电脑","BK4585":"ETF&股票定投概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","SMCX":"2倍做多SMCI ETF-Defiance","BK4170":"电脑硬件、储存设备及电脑周边","BK4588":"碎股","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260811:nFWN4481D7:4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658946989","content_text":"Super Micro CFO: Q4 Gross Margins Improved Sequentially Due to Better-Than-Expected Customer and Product MiX, Including Deferral of Contracts to Q1'27","news_type":1,"symbols_score_info":{"SMCZ":0.6,"SMCC":0.6,"SMCL":0.6,"SMCY":0.6,"SMCX":0.6,"SMYY":0.6,"SMCI":1.98}},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430786521506056,"gmtCreate":1746195527155,"gmtModify":1746195530737,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430786521506056","repostId":"2532846739","repostType":2,"repost":{"id":"2532846739","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1746191108,"share":"https://ttm.financial/m/news/2532846739?lang=en_US&edition=fundamental","pubTime":"2025-05-02 21:05","market":"nz","language":"en","title":"Nvidia Is Working On China-Tailored Chips Again After US Export Ban","url":"https://stock-news.laohu8.com/highlight/detail?id=2532846739","media":"Reuters","summary":"Nvidia Is Again Working On China-Tailored Chips After U.S. Export BanNvidia shares jumped 2.4%.","content":"<html><head></head><body><p>Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.</p><p>The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.</p><p>Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang&#39;s Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.</p><p>The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.</p><p>Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.</p><p>Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters&#39; requests for comment.</p><p>The sale of Nvidia&#39;s advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.</p><p>Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Working On China-Tailored Chips Again After US Export Ban</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Working On China-Tailored Chips Again After US Export Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-02 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.</p><p>The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.</p><p>Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang&#39;s Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.</p><p>The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.</p><p>Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.</p><p>Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters&#39; requests for comment.</p><p>The sale of Nvidia&#39;s advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.</p><p>Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4592":"伊斯兰概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","NVDA":"英伟达","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250502:nFWN3RA022:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2532846739","content_text":"Nvidia has told some of its biggest Chinese customers that it is tweaking the design of its artificial intelligence chips so they can be sold to Chinese businesses without clashing with U.S. export rules, The Information reported on Friday.The chip giant has spoken with customers, including Alibaba Group 9988.HK, TikTok-parent ByteDance and Tencent Holdings 0700.HK, the report said, citing three people involved in the conversations.Nvidia CEO Jensen Huang alerted customers about his plans while on his trip to Beijing, according to the report. Huang's Beijing trip in mid-April came days after the U.S. government limited exports of its H20 AI chips to China.The export curbs on the primary chip Nvidia was legally permitted to sell in China would result in charges of $5.5 billion for the company, it had then said.Nvidia has told customers that a sample of the new chip will be available as soon as June, The Information reported. The company also said it was still working on a China-specific version of its latest-generation AI chip, Blackwell, according to the report.Nvidia declined to comment on the report. ByteDance, Alibaba, Tencent and the U.S. Commerce Department did not immediately respond to Reuters' requests for comment.The sale of Nvidia's advanced AI chips to China — a key market for the company — has been a contentious topic, with U.S. officials moving to restrict the flow of the most powerful chips to China to keep ahead in the AI race.Following those restrictions, the company began designing chips tailored for China that would come as close as possible to U.S. limits.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":589010256356232,"gmtCreate":1784831437023,"gmtModify":1784831438526,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/589010256356232","repostId":"2653727818","repostType":2,"repost":{"id":"2653727818","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784827920,"share":"https://ttm.financial/m/news/2653727818?lang=en_US&edition=fundamental","pubTime":"2026-07-24 01:32","market":"sh","language":"en","title":"Super Micro is Maintained at Neutral by Mizuho","url":"https://stock-news.laohu8.com/highlight/detail?id=2653727818","media":"Dow Jones","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings(END) Dow Jones NewswiresJuly 23, 2026 13:32 ET","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n</font><font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>July 23, 2026 13:32 ET</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro is Maintained at Neutral by Mizuho</title>\n<style 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style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n</font><font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Ratings actions from Benzinga: https://www.benzinga.com/quote/SMCI/analyst-ratings \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>July 23, 2026 13:32 ET</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCL":"2倍做多SMCI ETF-Graniteshares","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","SMCC":"2倍做多SMCI ETF-Corgi","SMCZ":"2倍做空SMCI ETF-Defiance","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCX":"2倍做多SMCI ETF-Defiance","BK4588":"碎股","SMCI":"超微电脑","SMCY":"SMCI期权收益策略ETF-YieldMax","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念","SMYY":"GraniteShares 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ET","news_type":1,"symbols_score_info":{"SMCX":0.6,"SMCY":0.6,"SMYY":0.6,"SMCL":0.6,"SMCI":1.94,"SMCC":0.6,"SMCZ":0.6}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582965226468064,"gmtCreate":1783355598671,"gmtModify":1783355601458,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582965226468064","repostId":"2649479620","repostType":2,"repost":{"id":"2649479620","kind":"live","pubTimestamp":1783350844,"share":"https://ttm.financial/m/news/2649479620?lang=en_US&edition=fundamental","pubTime":"2026-07-06 23:14","market":"nz","language":"en","title":"U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet","url":"https://stock-news.laohu8.com/highlight/detail?id=2649479620","media":"THOMSON REUTERS","summary":"U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Thou","content":"<html><body><p>U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-06 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260706:nL6N4380UJ:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. Judge Rejects Elon Musk's Bid to Set Aside Verdict Finding He Defrauded Twitter Investors, Though the Judge Dismisses Claims Based on One Tweet</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260706:nL6N4380UJ:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) 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share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402532414529864","repostId":"2509786314","repostType":4,"repost":{"id":"2509786314","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1738748595,"share":"https://ttm.financial/m/news/2509786314?lang=en_US&edition=fundamental","pubTime":"2025-02-05 17:43","market":"hk","language":"en","title":"Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?","url":"https://stock-news.laohu8.com/highlight/detail?id=2509786314","media":"Dow Jones","summary":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.Arm makes money by licensing its chip ","content":"<html><head></head><body><p>Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.</p><p>Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.</p><p>Results for Arm&#39;s fiscal third quarter are due after the close.</p><p>The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts&#39; consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.</p><p>On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won&#39;t be a disappointment.</p><p>&#34;We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,&#34; he wrote.</p><p>Arm&#39;s latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 &#34;cores&#34; using Arm&#39;s designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm's Earnings Could Shed Light on Tech's Big Question: What's Next for AI After DeepSeek?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-05 17:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.</p><p>Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.</p><p>Results for Arm&#39;s fiscal third quarter are due after the close.</p><p>The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts&#39; consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.</p><p>On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won&#39;t be a disappointment.</p><p>&#34;We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,&#34; he wrote.</p><p>Arm&#39;s latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 &#34;cores&#34; using Arm&#39;s designs.</p><p>Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509786314","content_text":"Investors eager to hear what the DeepSeek moment means for the AI chip industry will be tuning in on Wednesday, when Arm Holdings discloses its quarterly results.Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers. That means its management is in a good position to assess the impact of the Chinese AI model on the industry.Results for Arm's fiscal third quarter are due after the close.The consensus among analysts is for Arm to report December quarter revenue of $949 million with adjusted earnings per share of 34 cents. For the current quarter, analysts' consensus estimates are for revenue of $1.22 billion and earnings per share of 52 cents, according to FactSet.On Friday, KeyBanc analyst John Vinh reaffirmed his Overweight rating and $195 price target on Arm. The analyst believes the results won't be a disappointment.\"We expect ARM to post in line results and in line guidance, driven by continued strength in AI and traditional server,\" he wrote.Arm's latest advanced chip technology, called Armv9, generates significantly higher royalty rates than its previous Armv8. It is also making progress in high-end cloud server processors. Customers such as Microsoft and Nvidia are making chips with more than 100 \"cores\" using Arm's designs.Arm shares are up 128% over the past 12 months, compared with the 9% gain for the iShares Semiconductor ETF.","news_type":1,"symbols_score_info":{"ARM":1.1}},"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350406793773400,"gmtCreate":1726576534717,"gmtModify":1726576568449,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350406793773400","isVote":1,"tweetType":1,"viewCount":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350373991719280,"gmtCreate":1726568529688,"gmtModify":1726568752497,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350373991719280","isVote":1,"tweetType":1,"viewCount":3596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350341930377536,"gmtCreate":1726568496852,"gmtModify":1726568750122,"author":{"id":"4169254395987262","authorId":"4169254395987262","name":"Desktrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4169254395987262","idStr":"4169254395987262"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350341930377536","isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}